Wisconsin Society Of Enrolled Agent S Inc

Wisconsin Society Of Enrolled Agent

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 391547060 ✦ Wauwatosa, WI ✦ Designated as a 501(c)(6)

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Overview

What is Wisconsin Society Of Enrolled Agent S Inc?

Wisconsin Society of Enrolled Agent S Inc is a nonprofit organization situated in Wauwatosa, Wisconsin. Their primary purpose is to facilitate networking opportunities and offer Continuing Professional Education (CPE) in income tax preparation, at an affordable cost, to income tax professionals. As part of their mission, they aim to foster the professional growth of their members and enhance the role of Enrolled Agents within various government agencies, professions, and the public at large. To achieve this, they organize seminars led by qualified speakers, three times a year in January, May, and September. The organization recently hired an administrative specialist to aid in communications, administration, and seminar management.


Official website here: www.wienrolledagents.com

Is Wisconsin Society Of Enrolled Agent S Inc legitimate?

Wisconsin Society Of Enrolled Agent S Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Wisconsin Society Of Enrolled Agent S Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $7,935

For more financial information, click here


Official website here: www.wienrolledagents.com

What is the mission statement of Wisconsin Society Of Enrolled Agent S Inc?

The Wisconsin Society of Enrolled Agent S Inc's mission is centered around fostering the professional growth of its members. This is achieved by providing affordable opportunities for income tax professionals to obtain IRS-sanctioned continuing professional education (CPE). The organization also aims to enhance the role of Enrolled Agents in various sectors, including government agencies, other professions, and the general public. In addition, it works to protect the interests of its members. To accomplish these objectives, the society organizes seminars featuring qualified speakers on income tax preparation, offering them in January, May, and September. Recently, they also contracted an administrative specialist to aid in the organization's communications, administration, and seminar management.


Official website here: www.wienrolledagents.com

Who is the CEO of Wisconsin Society Of Enrolled Agent S Inc?

Crystal Wheeler is the President of Wisconsin Society Of Enrolled Agent S Inc.


Official website here: www.wienrolledagents.com

What is the revenue of Wisconsin Society Of Enrolled Agent S Inc?

Wisconsin Society Of Enrolled Agent S Inc's revenue in 2021 was $18,910.


Official website here: www.wienrolledagents.com

Who are the executives of Wisconsin Society Of Enrolled Agent S Inc and what are their salaries?


Here are 8 key members and their salaries:


Crystal Wheeler (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Connie Thomas (Vice Preside)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jim Barsul (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Megan Steinfeld (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tom Van De Loo (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joel Guthmann (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Fayram (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Trish Evenstad (Past Preside)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.wienrolledagents.com

Where can I find the form 990 for Wisconsin Society Of Enrolled Agent S Inc?

Wisconsin Society Of Enrolled Agent S Inc's most recent form 990 was submitted in 2021 and can be accessed here.


Official website here: www.wienrolledagents.com

Learn more at the official website: www.wienrolledagents.com

Mission Statement of Wisconsin Society Of Enrolled Agent S Inc

The Wisconsin Society of Enrolled Agents, Inc. is committed to fostering the professional growth of its members. They achieve this by providing income tax professionals with opportunities to acquire IRS-sanctioned Continuing Professional Education (CPE) at an affordable cost. By doing so, the organization aims to enhance the role of Enrolled Agents within various government agencies, other professions, and among the general public. Additionally, the Wisconsin Society of Enrolled Agents, Inc. works to protect the interests of its members by offering seminars featuring qualified speakers skilled in income tax preparation. These seminars are held three times a year, in January, May, and September. Furthermore, the organization recently contracted an administrative specialist to assist with communications, administration, and seminar management tasks.

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Impact




October, 2024

The Wisconsin Society of Enrolled Agents Inc. significantly enhances the professional landscape for income tax professionals in the region by providing critical networking opportunities and affordable IRS-sanctioned continuing professional education (CPE). Through organized seminars held in January, May, and September, the organization connects members with qualified speakers who are experts in income tax preparation, ensuring that tax professionals are well-equipped with the latest knowledge and skills in their field.

In addition to enriching the professional development of its members, the Society plays a crucial role in elevating the status of enrolled agents among government agencies and within the broader professional community. By fostering relationships and facilitating communication, it serves to protect the interests of its members and advocate for their recognition, ultimately contributing to a more informed and capable profession.

Furthermore, the organization has strategically contracted an administrative specialist to streamline communications, administration, and seminar management, thereby enhancing operational efficiency and member engagement. This robust support framework allows the Society to focus on its mission of ongoing professional growth and advocacy for enrolled agents, benefiting both its members and the public they serve.




This information is meant to be a general summary of Wisconsin Society Of Enrolled Agent S Inc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$18,910 (2021)
Expenses
$20,563 (2021)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2021.

  • Investment Income: $10
  • Program Service Revenue: $14,422
  • Gross Receipts: $18,910

Assets and Liabilities:

  • Total Assets: $56,286
  • Total Liabilities: $645
  • Net Assets: $55,641

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

IRS SANCTIONED CPE

Revenue

$14,422

Organization Details

Founding Year

1985

Principal Officer

Crystal Wheeler

Main Address

10125 W NORTH AVE, WAUWATOSA, WI, 53226

NTEE Category

Code: Z99 - Unknown

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