Nonprofit · EIN 39-1142212
WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST
Tax-exempt · MADISON, WI 53725
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | -$2,560,700 | $880,434 | -$3,441,134 | $106,791,222 | $1,884,584 | $104,906,638 |
| December 31, 2023 | 990 | $269,121 | $868,111 | -$598,990 | $123,391,637 | $1,960,220 | $121,431,417 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- -$2,560,939
- Net gain from sales of assets
- -$2,588,143
- Other revenue
- $239
Expenses
- Grants and similar amounts paid
- $36,500
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $123,391,637
- Total assets, end of year
- $106,791,222
- Total liabilities, end of year
- $1,884,584
- Net assets, end of year
- $104,906,638
- Land, buildings and equipment
- $168,812
- Publicly traded securities
- $4,431,802
- Gross receipts
- $27,443
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1970
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| VAUGHN VANCE | PRESIDENT & CEO Officer | 20 | $208,114 | $208,114 | $66,096 |
| BARB RUEGSEGGER | VICE PRESIDENT & CORPORATE SECRETARY Officer | 20 | $89,062 | $89,062 | $48,194 |
| JIM KRUEGER | CONTROLLER & CORPORATE TREASURER Officer | 9.5 | $11,484 | $11,484 | $0 |
| MARY THEISEN | BOARD MEMBER, CHAIR Trustee or director, Officer | 2.25 | $2,586 | $2,586 | $0 |
| MARGARET GUERTLER | BOARD MEMBER, VICE CHAIR Trustee or director, Officer | 2.25 | $2,519 | $2,519 | $0 |
| HEATHER MIELKE | BOARD MEMBER, SECRETARY/TREASURER Trustee or director, Officer | 2.25 | $1,979 | $1,979 | $0 |
| MIKE HALLORAN | BOARD MEMBER Trustee or director | 1.25 | $1,350 | $1,350 | $0 |
| AMY JOHNSON | BOARD MEMBER Trustee or director | 1.25 | $1,200 | $1,200 | $0 |
| CAROL KETTNER | BOARD MEMBER Trustee or director | 1.25 | $1,150 | $1,150 | $0 |
| SHELLY KRAJACIC | BOARD MEMBER Trustee or director | 1.25 | $1,100 | $1,100 | $0 |
| PEGGY WIRTZ-OLSEN | BOARD MEMBER Trustee or director | 1.25 | $950 | $950 | $0 |
| SARAH KRUGER | BOARD MEMBER Trustee or director | 1.25 | $950 | $950 | $0 |
| ANDREW STAAB | BOARD MEMBER Trustee or director | 1.25 | $900 | $900 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| VAUGHN VANCE | PRESIDENT & CEO Officer | 20 | $199,191 | $199,191 | $63,388 |
| DAWN WITEK | VP OF FINANCE & ACCOUNTING Officer | 20 | $114,728 | $149,020 | $17,628 |
| BARB RUEGSEGGER | VP & CORPORATE SECRETARY Officer | 20 | $88,323 | $88,323 | $46,086 |
| MARY THEISEN | BOARD MEMBER, CHAIR Trustee or director, Officer | 2.25 | $3,514 | $2,489 | $0 |
| MARGARET GUERTLER | BOARD MEMBER, VICE CHAIR Trustee or director, Officer | 2.25 | $2,864 | $1,789 | $0 |
| HEATHER MIELKE | BOARD MEMBER, SECRETARY/TREASURER Trustee or director, Officer | 2.25 | $2,189 | $1,600 | $0 |
| MIKE HALLORAN | BOARD MEMBER Trustee or director | 1.25 | $1,800 | $1,575 | $0 |
| AMY JOHNSON | BOARD MEMBER Trustee or director | 1.25 | $1,800 | $1,550 | $0 |
| ANDREW STAAB | BOARD MEMBER Trustee or director | 1.25 | $1,700 | $1,450 | $0 |
| CAROL KETTNER | BOARD MEMBER Trustee or director | 1.25 | $1,650 | $1,150 | $0 |
| SARAH KRUGER | BOARD MEMBER Trustee or director | 1.25 | $1,500 | $1,250 | $0 |
| SHELLY KRAJACIC | BOARD MEMBER Trustee or director | 1.25 | $1,450 | $1,050 | $0 |
| PEGGY WIRTZ-OLSEN | BOARD MEMBER Trustee or director | 1.25 | $1,250 | $950 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 259537, MADISON, WI 53725-9537
- In care of
- % WISCONSIN EDUCATION ASSOCIATION I
- Principal officer (990 for 2024)
- VAUGHN VANCE, 33 NOB HILL ROAD, MADISON, WI 53713
- Signed the 990
- VAUGHN VANCE, PRESIDENT & CEO
- Phone
- (800) 279-4000
- Website
- WEATRUST.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
ENSURING PEACE OF MIND ALONG THE HEALTHCARE JOURNEY THROUGH COMPASSIONATE EMPLOYEES WHO PROUDLY DELIVER EXCEPTIONAL SERVICES.
Program accomplishments
- PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS THROUGH INSURANCE PROGRAMS UNDERWRITTEN BY AN AFFILIATED ORGANIZATION.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 39-1142212
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1971
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $106,791,222
- Income (IRS master file)
- $27,443
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | -$2,560,700 | $880,434 | $106,791,222 | IRS |
| 990 | December 2023 | $269,121 | $868,111 | $123,391,637 | XML |
| 990 | December 2022 | -$1,135,972 | $791,853 | $76,116,060 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 39-1142212).
Questions about WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST
- What is the EIN of WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST?
- The employer identification number (EIN) of WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST is 39-1142212.
- Is WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1971.
- Are donations to WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST 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 EDUCATION ASSOCIATION INSURANCE TRUST 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 EDUCATION ASSOCIATION INSURANCE TRUST?
- The 990 for the year ended December 31, 2024 names VAUGHN VANCE.
- Who are the officers and directors of WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST?
- The 990 for the year ended December 31, 2024 lists 13 people; 13 received compensation from the organization, the highest $208,114 (VAUGHN VANCE, PRESIDENT & CEO).
- How much revenue does WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of -$2,560,700, expenses of $880,434 and total assets of $106,791,222 at year end.
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