Skip to content
ProPublica Donate
ProPublica Donate

Wisconsin Institute Of Certified Public Accts Educational Fd Inc

  • Waukesha, WI
  • Tax-exempt since Aug. 1960
  • EIN: 23-7109897

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Details

According to its April 2024 tax filing, this nonprofit:

Operated a donor-advised fund
Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.

Summary charts: organization finances over time

Revenue
$160k (2024)

Expenses
$144k (2024)

Total Assets
$2.28M (2024)

Total Liabilities
$35.5k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$160,252
Expenses
$143,902
Net Income
$16,350
Net Assets
$2,246,834
Notable Sources of Revenue Percent of Total Revenue
Contributions $53,255
33.2%
Program Services $0
Investment Income $45,846
28.6%
Bond Proceeds $0
Royalties $1,238
0.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $51,554
32.2%
Net Inventory Sales $0
Other Revenue $8,359
5.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,282,287
Total Liabilities $35,453
Net Assets $2,246,834
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Mark Bichler (Director) $0 $0 $0
Jeff Dewane (Secretary/Treasurer) $0 $0 $0
Janet Egan (Director) $0 $0 $0
Paul Frantz (President) $0 $0 $0
Jon Gaines (Director) $0 $0 $0
Kale Post (Director) $0 $0 $0
Bret Priaulx (Director) $0 $0 $0
Gina Skibo (Director) $0 $0 $0
Jidong Zhang (Director) $0 $0 $0
Tammy Hofstede (Staff Liaison) $0 $282,423 $31,595
+ View more people

Document Links

990
Filed on March 11, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$107,137
Expenses
$141,338
Net Income
-$34,201
Net Assets
$2,023,080
Notable Sources of Revenue Percent of Total Revenue
Contributions $52,232
48.8%
Program Services $0
Investment Income $49,511
46.2%
Bond Proceeds $0
Royalties $2,587
2.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$7,718
Net Inventory Sales $0
Other Revenue $10,525
9.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,059,955
Total Liabilities $36,875
Net Assets $2,023,080
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Paul Frantz (President) $0 $0 $0
Jeff Dewane (Secretary/Treasurer) $0 $0 $0
Jessica Gatzke (Director) $0 $0 $0
Mark Bichler (Director) $0 $0 $0
Jessica Horning (Director) $0 $0 $0
Jon Gaines (Director) $0 $0 $0
Wendy Potratz (Director) $0 $0 $0
Bret Priaulx (Director) $0 $0 $0
Jose Saenz (Director) $0 $0 $0
Kale Post (Director) $0 $0 $0
Tammy Hofstede (Staff Liaison) $0 $260,192 $29,323
+ View more people

Document Links

990
Filed on Sept. 11, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$264,144
Expenses
$128,107
Net Income
$136,037
Net Assets
$2,124,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,994
29.9%
Program Services $0
Investment Income $74,283
28.1%
Bond Proceeds $0
Royalties $2,274
0.9%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $97,326
36.8%
Net Inventory Sales $0
Other Revenue $11,267
4.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,152,390
Total Liabilities $27,630
Net Assets $2,124,760
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Paul Frantz (President) $0 $0 $0
Roberta Ward (Secretary/Treasurer) $0 $0 $0
Jessica Gatzke (Director) $0 $0 $0
Mark Bichler (Director) $0 $0 $0
Jessica Horning (Director) $0 $0 $0
Jon Gaines (Director) $0 $0 $0
Wendy Potratz (Director) $0 $0 $0
Bret Priaulx (Director) $0 $0 $0
Jose Saenz (Director) $0 $0 $0
Kale Post (Director) $0 $0 $0
Tammy Hofstede (Staff Liaison) $0 $238,551 $26,490
+ View more people

Document Links

990
Filed on Sept. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$278,504
Expenses
$102,001
Net Income
$176,503
Net Assets
$2,313,551
Notable Sources of Revenue Percent of Total Revenue
Contributions $74,011
26.6%
Program Services $0
Investment Income $41,737
15.0%
Bond Proceeds $0
Royalties $5,585
2.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $142,787
51.3%
Net Inventory Sales $0
Other Revenue $14,384
5.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,354,944
Total Liabilities $41,393
Net Assets $2,313,551
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Paul Frantz (Director) $0 $0 $0
Roberta Ward (Secretary/Treasurer) $0 $0 $0
Jessica Gatzke (Director) $0 $0 $0
Christopher Cholka (Director) $0 $0 $0
Mark Bichler (Director) $0 $0 $0
Jessica Horning (President) $0 $0 $0
Jon Gaines (Director) $0 $0 $0
Wendy Potratz (Director) $0 $0 $0
Elizabeth Hazi (Director) $0 $0 $0
Jose Saenz (Director) $0 $0 $0
Kale Post (Director) $0 $0 $0
Tammy Hofstede (Staff Liaison) $0 $218,608 $28,724
+ View more people

Document Links

990
Filed on Sept. 14, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$166,381
Expenses
$175,124
Net Income
-$8,743
Net Assets
$1,806,704
Notable Sources of Revenue Percent of Total Revenue
Contributions $68,382
41.1%
Program Services $0
Investment Income $42,405
25.5%
Bond Proceeds $0
Royalties $4,766
2.9%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $28,090
16.9%
Net Inventory Sales $0
Other Revenue $22,738
13.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,841,539
Total Liabilities $34,835
Net Assets $1,806,704
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Paul Frantz (Director) $0 $0 $0
Roberta Ward (Secretary/Treasurer) $0 $0 $0
Jessica Gatzke (Director) $0 $0 $0
Christopher Cholka (Director) $0 $0 $0
John Heindel (Director) $0 $0 $0
Jessica Horning (President) $0 $0 $0
Kenesha Coleman (Director) $0 $0 $0
Wendy Potratz (Director) $0 $0 $0
Elizabeth Hazi (Director) $0 $0 $0
Tammy Hofstede (Staff Liaison) $0 $205,385 $28,610
+ View more people

Document Links

990
Filed on Sept. 10, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$227,074
Expenses
$200,656
Net Income
$26,418
Net Assets
$1,865,075
Notable Sources of Revenue Percent of Total Revenue
Contributions $98,641
43.4%
Program Services $0
Investment Income $50,794
22.4%
Bond Proceeds $0
Royalties $6,599
2.9%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $47,773
21.0%
Net Inventory Sales $0
Other Revenue $23,267
10.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,898,612
Total Liabilities $33,537
Net Assets $1,865,075
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Michael Friedman (President) $0 $0 $0
Roberta Ward (Secretary/Treasurer) $0 $0 $0
Jessica Gatzke (Director) $0 $0 $0
Christopher Cholka (Director) $0 $0 $0
John Heindel (Director) $0 $0 $0
Diana Henke (Director) $0 $0 $0
Boula Xiong (Director) $0 $0 $0
Jessica Horning (Director) $0 $0 $0
Kenesha Coleman (Director) $0 $0 $0
Wendi Unger (Director) $0 $0 $0
Wendy Potratz (Director) $0 $0 $0
Elizabeth Hazi (Director) $0 $0 $0
Tammy Hofstede (Staff Liaison) $0 $134,404 $23,744
Dennis F Tomorsky (Former Staff Liaison) $0 $223,424 $51,304
+ View more people

Document Links

990
Filed on Sept. 12, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$246,319
Expenses
$210,313
Net Income
$36,006
Net Assets
$1,848,832
Notable Sources of Revenue Percent of Total Revenue
Contributions $67,660
27.5%
Program Services $0
Investment Income $49,765
20.2%
Bond Proceeds $0
Royalties $5,940
2.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $96,957
39.4%
Net Inventory Sales $0
Other Revenue $25,997
10.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,899,770
Total Liabilities $50,938
Net Assets $1,848,832

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$226,330
Expenses
$208,409
Net Income
$17,921
Net Assets
$1,795,496
Notable Sources of Revenue Percent of Total Revenue
Contributions $61,008
27.0%
Program Services $0
Investment Income $43,326
19.1%
Bond Proceeds $0
Royalties $7,742
3.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $90,719
40.1%
Net Inventory Sales $0
Other Revenue $23,535
10.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,851,338
Total Liabilities $55,842
Net Assets $1,795,496

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$185,048
Expenses
$193,451
Net Income
-$8,403
Net Assets
$1,696,386
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,131
29.8%
Program Services $0
Investment Income $46,488
25.1%
Bond Proceeds $0
Royalties $4,853
2.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $59,912
32.4%
Net Inventory Sales $0
Other Revenue $18,664
10.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,753,671
Total Liabilities $57,285
Net Assets $1,696,386

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$201,024
Expenses
$218,707
Net Income
-$17,683
Net Assets
$1,852,520
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,625
27.7%
Program Services $0
Investment Income $48,711
24.2%
Bond Proceeds $0
Royalties $8,371
4.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $77,897
38.8%
Net Inventory Sales $0
Other Revenue $10,420
5.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,917,538
Total Liabilities $65,018
Net Assets $1,852,520

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$293,294
Expenses
$180,937
Net Income
$112,357
Net Assets
$1,837,085
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,938
16.3%
Program Services $0
Investment Income $51,098
17.4%
Bond Proceeds $0
Royalties $11,169
3.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $176,499
60.2%
Net Inventory Sales $0
Other Revenue $6,590
2.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,887,585
Total Liabilities $50,500
Net Assets $1,837,085

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$211,264
Expenses
$160,227
Net Income
$51,037
Net Assets
$1,747,906
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,385
28.1%
Program Services $0
Investment Income $49,436
23.4%
Bond Proceeds $20,891
9.9%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $73,657
34.9%
Net Inventory Sales $0
Other Revenue $7,895
3.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,804,896
Total Liabilities $56,990
Net Assets $1,747,906

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$122,379
Expenses
$162,982
Net Income
-$40,603
Net Assets
$1,626,766
Notable Sources of Revenue Percent of Total Revenue
Contributions $49,150
40.2%
Program Services $0
Investment Income $51,893
42.4%
Bond Proceeds $0
Royalties $21,018
17.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,192
Net Inventory Sales $0
Other Revenue $2,510
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,688,302
Total Liabilities $61,536
Net Assets $1,626,766

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated