Nonprofit · EIN 32-0086947
WAICU BENEFITS CONSORTIUM INC
Tax-exempt · MADISON, WI 53703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $21,694,891 | $19,454,531 | $2,240,360 | $15,711,922 | $724,264 | $14,987,658 |
| June 30, 2024 | 990 | $22,946,367 | $21,897,877 | $1,048,490 | $14,027,898 | $1,904,981 | $12,122,917 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $20,893,450
- Investment income
- $801,441
- Net gain from sales of assets
- $228,150
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $18,046,178
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $16,660
- Accounting fees
- $38,625
Balance sheet and other
- Total assets, start of year
- $14,027,898
- Total assets, end of year
- $15,711,922
- Total liabilities, end of year
- $724,264
- Net assets, end of year
- $14,987,658
- Publicly traded securities
- $11,586,971
- Net assets without donor restrictions
- $14,987,658
- Gross receipts
- $22,974,811
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2003
- State of legal domicile
- WI
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER DEHART | SECRETARY/TREASURER Officer | 12 | $60,097 |
| ERIC FULCOMER | PRESIDENT Officer | 2 | $20,787 |
| AUDRA HOFFMANN | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTINA NAVARRO | DIRECTOR Trustee or director | 1 | $0 |
| JAMES JONES | DIRECTOR Trustee or director | 1 | $0 |
| DUSTIN B HOOT | DIRECTOR Trustee or director | 1 | $0 |
| REBECCA PLOECKELMAN | DIRECTOR Trustee or director | 1 | $0 |
| RON JACOBS | DIRECTOR Trustee or director | 1 | $0 |
| JOHN SANDERS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAWN PETERSON | DIRECTOR Trustee or director | 1 | $0 |
| JAMES JONES | DIRECTOR Trustee or director | 1 | $0 |
| AMANDA BAKER | DIRECTOR Trustee or director | 1 | $0 |
| DUSTIN B HOOT | DIRECTOR Trustee or director | 1 | $0 |
| REBECCA PLOECKELMAN | DIRECTOR Trustee or director | 1 | $0 |
| TONYA VLASIK | DIRECTOR Trustee or director | 1 | $0 |
| SUE NIEMI | DIRECTOR Trustee or director | 1 | $0 |
| DENNIS BANGART | DIRECTOR Trustee or director | 1 | $0 |
| ERIC FULCOMER | PRESIDENT Officer | 2 | $0 |
| JENNIFER DEHART | SECRETARY/TREASURER Officer | 12 | $0 |
Address and contacts
- Address (IRS master file)
- 122 W WASHINGTON AVE STE 700, MADISON, WI 53703-2723
- In care of
- % ROLF WEGENKE
- Principal officer (990 for 2024)
- ERIC FULCOMER, 122 W WASHINGTON AVENUE 700, MADISON, WI 53703
- Signed the 990
- ERIC FULCOMER, PRESIDENT
- Phone
- (608) 256-7761
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
WAICU BENEFITS CONSORTIUM, INC. WAS ORGANIZED TO ESTABLISH AND MAINTAIN A HEALTH AND WELFARE PLAN FOR THE PAYMENT OF LIFE, SICK, ACCIDENT, AND SIMILAR BENEFITS CONSTITUTING AN "EMPLOYEE WELFARE BENEFIT PLAN" WITHIN THE MEANING OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974. THE PLAN IS MAINTAINED FOR THE BENEFIT OF EMPLOYEES OF VARIOUS COLLEGE AND UNIVERSITY MEMBERS OF WAICU.
Program accomplishments
- WAICU BENEFITS CONSORTIUM, INC. WAS ORGANIZED TO ESTABLISH AND MAINTAIN A HEALTH AND WELFARE PLAN FOR THE PAYMENT OF LIFE, SICK, ACCIDENT, AND SIMILAR BENEFITS CONSTITUTING AN "EMPLOYEE WELFARE BENEFIT PLAN" WITHIN THE MEANING OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974. THE PLAN IS MAINTAINED FOR THE BENEFIT OF EMPLOYEES OF VARIOUS COLLEGE AND UNIVERSITY MEMBERS OF WAICU.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 32-0086947
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $15,711,922
- Income (IRS master file)
- $22,974,811
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $21,694,891 | $19,454,531 | $15,711,922 | XML |
| 990 | June 2024 | $22,946,367 | $21,897,877 | $14,027,898 | XML |
| 990 | June 2023 | $23,815,673 | $26,521,500 | $11,901,634 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 32-0086947).
Questions about WAICU BENEFITS CONSORTIUM INC
- What is the EIN of WAICU BENEFITS CONSORTIUM INC?
- The employer identification number (EIN) of WAICU BENEFITS CONSORTIUM INC is 32-0086947.
- Is WAICU BENEFITS CONSORTIUM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
- Are donations to WAICU BENEFITS CONSORTIUM INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WAICU BENEFITS CONSORTIUM INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WAICU BENEFITS CONSORTIUM INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WAICU BENEFITS CONSORTIUM INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WAICU BENEFITS CONSORTIUM INC?
- The 990 for the year ended June 30, 2025 names ERIC FULCOMER.
- Who are the officers and directors of WAICU BENEFITS CONSORTIUM INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 2 received compensation from the organization, the highest $60,097 (JENNIFER DEHART, SECRETARY/TREASURER).
- How much revenue does WAICU BENEFITS CONSORTIUM INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $21,694,891, expenses of $19,454,531 and total assets of $15,711,922 at year end.
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