Nonprofit · EIN 23-6064123
APPLETON EDUCATION ASSOCIATION
Tax-exempt · MADISON, WI 53708
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-EZ | $38,339 | $40,677 | -$2,338 | $449,742 | $2,986 | $446,756 |
| December 31, 2023 | 990-EZ | $36,827 | $38,272 | -$1,445 | $446,479 | $0 | $446,479 |
| August 31, 2023 | 990-EZ | $35,275 | $39,548 | -$4,273 | $447,924 | $0 | $447,924 |
Financial details: 990-EZ for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $514
- Membership dues
- $28,774
- Investment income
- $9,051
Expenses
- Compensation of officers, directors and key employees
- $9,670
- Salaries, compensation and benefits (total)
- $9,670
- Professional fees and payments to contractors
- $1,600
- Other expenses
- $29,407
Balance sheet and other
- Total assets, start of year
- $449,094
- Total assets, end of year
- $449,742
- Total liabilities, end of year
- $2,986
- Net assets, end of year
- $446,756
- Cash, savings and investments
- $449,742
- Gross receipts
- $38,339
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COREY OTIS | PRESIDENT | 25 | $5,000 |
| HEATHER OLSON | TREASURER | 6 | $2,000 |
| EDWIN KREJCIE | VICE-PRESIDE | 4 | $1,100 |
| SANDIE MARTIN | SECRETARY | 5 | $885 |
| PENNY DELROW | VICE-PRESIDE | 4 | $685 |
990-EZ for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COREY OTIS | PRESIDENT | 25 | $5,000 |
| HEATHER OLSON | TREASURER | 6 | $2,000 |
| EDWIN KREJCIE | VICE PRESIDENT | 4 | $1,100 |
| SANDIE MARTIN | SECRETARY | 5 | $885 |
| PENNY DELROW | VICE PRESIDENT | 4 | $685 |
990-EZ for the year ended August 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COREY OTIS | PRESIDENT | 25 | $5,000 |
| HEATHER OLSON | TREASURER | 6 | $2,000 |
| EDWIN KREJCIE | VICE PRESIDENT PE | 4 | $1,100 |
| SANDIE MARTIN | SECRETARY | 5 | $885 |
| PENNY DELROW | VICE PRESIDENT ESP | 4 | $685 |
Address and contacts
- Address (IRS master file)
- PO BOX 8003, MADISON, WI 53708-8003
- In care of
- % MR KENNETH FLOOD JR TREAS
- Mailing address (990-N for 2025)
- PO BOX 8003, MADISON WI 53708
- Principal officer (990-N for 2025)
- NATHAN UGORETZ, PO BOX 8003, MADISON WI 53708
- Signed the 990-EZ
- HEATHER OLSON, TREASURER
- Phone
- (920) 731-6328
- Return prepared by
- MURRAY ROBERTS & OTTO CPA FIRM SC
Mission
LABOR ORGANIZATION TO PROVIDE QUALITY EDUCATION
Program accomplishments
- AS A LABOR ORGANIZATION, THE ASSOCIATION ADVOCATES RESPECT AND SUPPORT FOR QUALITY PUBLIC EDUCATION FOR ALL STUDENTS AND ALSO PROMOTES PROFESSIONAL AND PERSONAL GROWTH AND ECONOMIC WELFARE FOR OUR PUBLIC SCHOOL TEACHERS AND SUPPORT PROFESSIONALS.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | 990-N on file |
| 2024 | August 31, 2025 | January 15, 2026 | 990-N on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-N on file |
IRS record
- EIN
- 23-6064123
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- August
- Files
- Form 990-N (e-Postcard)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: NATHAN UGORETZ | August 31, 2026 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2024 Officer: WEAC TREASURER NATHAN UGORETZ | August 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | August 2025 | $38,339 | $40,677 | $449,742 | XML |
| 990-N for 2023 Officer: WEAC TREASURER NATHAN UGORETZ | August 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2023 | $36,827 | $38,272 | $446,479 | XML |
| 990-N for 2022 Officer: WEAC TREASURER NATHAN UGORETZ | August 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | August 2023 | $35,275 | $39,548 | $447,924 | XML |
| 990-EZ | August 2022 | – | – | – | IRS |
| 990-EZ | August 2021 | – | – | – | IRS |
| 990-EZ | August 2020 | – | – | – | IRS |
| 990-EZ | August 2019 | – | – | – | IRS |
| 990-EZ | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-6064123).
Questions about APPLETON EDUCATION ASSOCIATION
- What is the EIN of APPLETON EDUCATION ASSOCIATION?
- The employer identification number (EIN) of APPLETON EDUCATION ASSOCIATION is 23-6064123.
- Is APPLETON EDUCATION ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1970.
- Are donations to APPLETON EDUCATION ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does APPLETON EDUCATION ASSOCIATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of APPLETON EDUCATION ASSOCIATION due?
- The return for tax year 2026 (the year ending August 31, 2027) is due January 18, 2028. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did APPLETON EDUCATION ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended August 31, 2026.
- Who is the principal officer of APPLETON EDUCATION ASSOCIATION?
- The 990-N for 2025 names NATHAN UGORETZ.
- Who are the officers and directors of APPLETON EDUCATION ASSOCIATION?
- The 990-EZ for the year ended August 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $5,000 (COREY OTIS, PRESIDENT).
- How much revenue does APPLETON EDUCATION ASSOCIATION have?
- On its 990-EZ for the year ended August 31, 2025 it reported revenue of $38,339, expenses of $40,677 and total assets of $449,742 at year end.
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