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EIN 39-1547060

Wisconsin Soceity of Enrolled Agents

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Wauwatosa
State
Wisconsin
Year formed
1985
Most recent tax filings
2024-06-01
NTEE code, primary
S41: Promotion of Business
Description
Enrolled Agent society providing affordable, IRS-sanctioned continuing education and networking opportunities. Supports lobbying activities to protect the Enrolled Agent credential.
Also known as...
Wisconsin Society of Enrolled Agent
Total revenues
n/a
Total expenses
n/a
Total assets
n/a
Num. employees
n/a

Program areas at Wisconsin Soceity of Enrolled Agents

We presented our three usually seminars in january, may, and september using qualified speakers skilled in income tax preparation to tax professionals. We approved a contracted for an adminsitrative specialist to assist in the communications, administration, and seminar management of the organization.
We support lobbying activites to defend and protec the Enrolled Agent credential.

Personnel at Wisconsin Soceity of Enrolled Agents

NameTitleCompensation
Patricia EvenstadPresident$0
Megan SteinfeldTreasurer$0
Crystal WheelerPresident / Director$0
Jim BarsulSecretary$0
Connie ThomasVice President$0
...and 2 more key personnel

Financials for Wisconsin Soceity of Enrolled Agents

RevenuesFYE 06/2021
Total grants, contributions, etc.$4,428
Program services$14,422
Investment income and dividends$10
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$50
Total revenues$18,910

Form 990s for Wisconsin Soceity of Enrolled Agents

Fiscal year endingDate received by IRSFormPDF link
2024n/a990-N (e-Postcard)
2021-062021-10-07990View PDF
2020-062021-06-30990View PDF
2019-062020-02-06990View PDF
2018-062019-06-19990View PDF
...and 5 more Form 990s
Data update history
June 29, 2023
Posted financials
Added Form 990 for fiscal year 2021
October 16, 2021
Posted financials
Added Form 990 for fiscal year 2020
October 3, 2021
Used new vendors
Identified 1 new vendor, including
May 1, 2021
Posted financials
Added Form 990 for fiscal year 2019
September 30, 2020
Posted financials
Added Form 990 for fiscal year 2018
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
Political advocacyState / local levele-Postcard filer
General information
Address
10125 W N Ave
Wauwatosa, WI 53226
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Website URL
wienrolledagents.com/ 
Phone
(262) 649-2069
IRS details
EIN
39-1547060
Fiscal year end
June
Taxreturn type
Form 990-N / Postcard
Year formed
1985
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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