Wisconsin Association of Accountants


Wisconsin Association of Accountants

WAA's mission is to protect the rights of members to practice and to provide better quality continuing education, and also to promote the better standards of ethical conduct among members. Membership: $99-$135 (Associate/Active); $25 (Retired).

Organization Type:
State or Regional Association
Acronym:
WAA
Tax Exempt Status:
501(c)(6)
Industry:
Banking/Finance/Investments, Accounting
Year Founded:
1955
Address:
1124 17th Ave.
Monroe, WI 53566
Telephone:
Fax:
Website:
Staff:
13
Volunteers:
15
Members:
250 individuals


Financial Snapshot

 

Total revenues: $274,293


Year - 2018
1st-yr growth
24.16%
 
 
 
 
 
Year by Year
Revenue
 
Program service revenue
 
Total contributions
 
Investment income

Total expenses: $248,984


Year - 2018
1st-yr growth
8.41%
 
 
 
 
 
Year by Year
Expenses
 
Other expenses
 
Management fees
 
Travel
 
Other

Total assets: $168,218


Year - 2018
1st-yr growth
30.56%
 
 
 
 
 
Year by Year
Assets
 
Cash -- non-interest bearing
 
Savings and temporary cash investments
 
Prepaid expenses or deferred charges

Total Liabilities: $53,442


Year - 2018
1st-yr growth
35.73%
 
 
 
 
 
Year by Year
Liabilities
 
Deferred revenue
 
Accounts payable and accrued expenses

National Affiliation

   Revenue:

Revenue: Amount ($)
Program service revenue 247,579
Total contributions 26,327
Investment income 387
Royalties 0
Sales of non-inventory assets 0
Net rental income 0
Miscellaneous revenue 0
Gaming income 0
Tax-exempt bond proceeds 0
Fundraising income 0
Income from sales of inventory 0
Total Revenue:

$274,293

1-yr growth
24.16%
Program service revenue
Total contributions
Investment income

   Expenses:

Expenses: Amount ($)
Other expenses 186,609
Management fees 34,122
Travel 11,197
Advertising and promotion 4,658
Lobbying fees 4,500
Information technology 3,895
Insurance 3,531
Office expenses 406
Other fees 66
Royalties 0
Occupancy 0
Travel/entertainment expenses to public officials 0
Conferences, conventions, meetings 0
Interest expense 0
Payments to affiliates 0
Depreciation, depletion, amortization 0
Professional fundraising fees 0
Investment management fees 0
Legal fees 0
Accounting fees 0
Grants to governments/orgs in the US 0
Grants to individuals in the US 0
Grants to orgs and individuals outside the US 0
Benefits paid to or for members 0
Compensation of current officers, directors, etc 0
Compensation of disqualified persons 0
Compensation for non-officers/directors 0
Pension plan contributions 0
Other employee benefits 0
Payroll taxes 0
Total Expenses:

$248,984

1-yr growth
8.41%
Other expenses
Management fees
Travel
Advertising and promotion
Lobbying fees
Information technology
Insurance
Office expenses
Other fees

   Assets:

Assets: Amount ($)
Cash -- non-interest bearing 83,329
Savings and temporary cash investments 81,243
Prepaid expenses or deferred charges 3,646
Inventories for sale or use 0
Investments in other securities 0
Accounts receivable 0
Investments in publicly traded securities 0
Other assets 0
Pledges and grants receivable 0
Land, buildings, & equipment (net) 0
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Program-related investments 0
Intangible assets 0
Total Assets:

$168,218

1-yr growth
30.56%
Cash -- non-interest bearing
Savings and temporary cash investments
Prepaid expenses or deferred charges

   Liabilities:

Liabilities: Amount ($)
Deferred revenue 44,096
Accounts payable and accrued expenses 9,346
Other liabilities 0
Tax-exempt bond liabilities 0
Escrow or custodial account liability 0
Loans and other payables to officers, directors, etc. 0
Secured mortgages and notes payabl 0
Unsecured mortgages and notes payable 0
Grants payable 0
Total Liabilities:

$53,442

1-yr growth
35.73%
Deferred revenue
Accounts payable and accrued expenses

   Net Assets:

Net Assets: Amount ($)
Unrestricted net assets 114,776
Temporarily restricted net assets 0
Permanently restricted net assets 0
Total Net Assets:

$114,776

1-yr growth
28.29%
Unrestricted net assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Cathy Billings Secretary Board Member ...X
Chuck Kirsch EA President Administration, Board Member, Senior Executive ...X
James Haas Second Vice President Board Member, Senior Executive ...X
Joe Suttner Past President Board Member, Senior Executive ...X
Jolynn McIntosh Executive Director Executive Director ...X
Mark Burbey Director Senior Executive ...X
Mark Nelson Board Member Board Member, Senior Executive ...X
Mark Nelson First Vice President Senior Executive ...X
Meg Schell Director at Large and Chair, Legislative Oversite Committee Board Member, Senior Executive ...X
Nick Greenwell Treasurer Board Member, Finance ...X
Paul Kersten Director Board Member, Executive Director, Senior Executive ...X
Robert Burgardt Director Board Member, Senior Executive ...X
Thomas Adler Director Senior Executive ...X

Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
20152015 WAA Annual Convention Waukesha , WI , United States Country Springs Hotel July 25 July 28    ...X

Publications

Name 
Frequency 
Advertising 
Membership DirectoryonlineNo...X
The Wisconsin AccountantmonthlyYes...X

Recent Lobbying Spending

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

2018 Q4: $0
2018 Q3: $0
2018 Q2: $0
2018 Q1: $0
2017: $0


PAC Details

Name: -



FEC ID: -



Last updated: -


PAC Contributions

(-)

Outside Representation

Firm Name Ascending
Reg/ Term 
Date 
  This organization has no outside representation data available.
 

Legislative Issue Focus

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

This organization has no legislative issue data available.

Active Legislation

This organization has no active legislation data available.

Contractors

Contractor Ascending
Service Category 
Reported Year Descending
Reported Compensation 
  This organization has no contractors information available.
 

***Disclaimer: This information has been sourced from a combination of the IRS Forms 990, 5500, and the Federal Audit Clearinghouse



 
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