Nonprofit · EIN 39-1125929
WISCONSIN INSURANCE PLAN
Tax-exempt · S MILWAUKEE, WI 53172
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,782,247 | $3,103,458 | $678,789 | $8,197,219 | $3,025,411 | $5,171,808 |
| December 31, 2023 | 990 | $7,656,859 | $3,190,169 | $4,466,690 | $6,298,743 | $1,819,264 | $4,479,479 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,606,685
- Investment income
- $176,410
- Other revenue
- -$848
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $159,262
- Other salaries and wages
- $220,554
- Salaries, compensation and benefits (total)
- $463,261
- Professional fundraising fees
- $0
- Legal fees
- $745
- Accounting fees
- $30,686
- Occupancy
- $38,503
- Travel
- $3,380
- Depreciation
- $8,315
Balance sheet and other
- Total assets, start of year
- $6,298,743
- Total assets, end of year
- $8,197,219
- Total liabilities, end of year
- $3,025,411
- Net assets, end of year
- $5,171,808
- Land, buildings and equipment
- $6,283
- Gross receipts
- $3,782,247
- Employees
- 5
- Volunteers
- 10
- Year formed
- 1968
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATE CARTAGENA | PLAN MANAGER Officer | 40 | $127,193 | $32,069 |
| BRIAN BREEST | BOARD CHAIR Trustee or director, Officer | 0.1 | $0 | $0 |
| TIMOTHY O'BRIEN | VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 |
| JOHN KLAUER | INSURER REPRESENTATIVE Trustee or director | 0.1 | $0 | $0 |
| BRYAN STEWART | INSURER REPRESENTATIVE Trustee or director | 0.1 | $0 | $0 |
| JANET DETTMANN | WISCONSIN INSURANCE ALLIAN Trustee or director | 0.1 | $0 | $0 |
| ERIC SCHOENE | OCI-LIASION Trustee or director | 0.1 | $0 | $0 |
| JOHN ROTHSCHILD | PUBLIC MEMBER Trustee or director | 0.1 | $0 | $0 |
| TRENA BOND | PUBLIC MEMBER Trustee or director | 0.1 | $0 | $0 |
| MATT MEKEMSON | AGENT REPRESENTATIVE Trustee or director | 0.1 | $0 | $0 |
| JEREMY CORDOVA | AGENT REPRESENTATIVE Trustee or director | 0.1 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATE CARTAGENA | PLAN MANAGER Officer | 40 | $126,000 | $31,359 |
| MATT MEKEMSON | BOARD CHAIR Trustee or director, Officer | 0.1 | $0 | $0 |
| BRIAN BREEST | BOARD CHAIR Trustee or director, Officer | 0.1 | $0 | $0 |
| TIMOTHY O'BRIEN | VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 |
| JOHN KLAUER | INSURER REPRESENTATIVE Trustee or director | 0.1 | $0 | $0 |
| HOLY SIOPSIS | INSURER REPRESENTATIVE Trustee or director | 0.1 | $0 | $0 |
| JANET DETTMANN | WISCONSIN INSURANCE ALLIANCE Trustee or director | 0.1 | $0 | $0 |
| ERIC SCHOENE | OCI-LIASION Trustee or director | 0.1 | $0 | $0 |
| JOHN ROTHSCHILD | PUBLIC MEMBER Trustee or director | 0.1 | $0 | $0 |
| TRENA BOND | PUBLIC MEMBER Trustee or director | 0.1 | $0 | $0 |
| JEREMY CORDOVA | AGENT REPRESENTATIVE Trustee or director | 0.1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2115 10TH AVE STE 201, S MILWAUKEE, WI 53172-2544
- In care of
- % WISCONSIN INSURANCE PLAN
- Principal officer (990 for 2024)
- KATE CARTAGENA, 2115 10TH AVE 201, SOUTH MILWAUKEE, WI 53172
- Signed the 990
- KATE CARTAGENA, PLAN MANAGER
- Phone
- (414) 291-5353
- Website
- WWW.WISINSPLAN.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
WISCONSIN INSURANCE PLAN IS WISCONSIN'S FAIR PLAN OR RESIDUAL PROPERTY INSURER. THE PLAN WAS CREATED BY STATE STATUTE TO PROVIDE BASIC PROPERTY INSURANCE ON CERTAIN PROPERTIES REJECTED FOR COVERAGE BY OTHER INSURERS.
Program accomplishments
- WISCONSIN INSURANCE PLAN IS WISCONSIN'S FAIR PLAN OR RESIDUAL PROPERTY INSURER. THE PLAN WAS CREATED BY STATE STATUTE TO PROVIDE BASIC PROPERTY INSURANCE ON CERTAIN PROPERTIES REJECTED FOR COVERAGE BY OTHER INSURERS.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1125929
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $8,197,219
- Income (IRS master file)
- $3,782,247
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,782,247 | $3,103,458 | $8,197,219 | XML |
| 990 | December 2023 | $7,656,859 | $3,190,169 | $6,298,743 | XML |
| 990 | December 2022 | $2,330,505 | $2,898,666 | $1,768,609 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 39-1125929).
Questions about WISCONSIN INSURANCE PLAN
- What is the EIN of WISCONSIN INSURANCE PLAN?
- The employer identification number (EIN) of WISCONSIN INSURANCE PLAN is 39-1125929.
- Is WISCONSIN INSURANCE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1970.
- Are donations to WISCONSIN INSURANCE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WISCONSIN INSURANCE PLAN 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 WISCONSIN INSURANCE PLAN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WISCONSIN INSURANCE PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WISCONSIN INSURANCE PLAN?
- The 990 for the year ended December 31, 2024 names KATE CARTAGENA.
- Who are the officers and directors of WISCONSIN INSURANCE PLAN?
- The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $127,193 (KATE CARTAGENA, PLAN MANAGER).
- How much revenue does WISCONSIN INSURANCE PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,782,247, expenses of $3,103,458 and total assets of $8,197,219 at year end.
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