WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST

Reduce your risk when donating: see where the money actually goes.

Cite this

Plain text WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/wisconsin-education-association-insurance-trust-391142212. Retrieved 2026-11-03.

APA furp.org. (n.d.). WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 3, 2026, from https://furp.org/org/wisconsin-education-association-insurance-trust-391142212

MLA “WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST.” furp.org, tax years 2010–2024, https://furp.org/org/wisconsin-education-association-insurance-trust-391142212. Accessed 3 Nov. 2026.

Retrieved 2026-11-03; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue -$2.6M · expenses $880K · assets $106.8M

Also known as
INSURANCE TRUST
EIN
39-1142212
Address
PO BOX 259537, MADISON, WI 53725-9537
Website
WEATRUST.ORG
NTEE code
-
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
March 1971 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
No
Cross-check
ProPublica Nonprofit Explorer

Mission

ENSURING PEACE OF MIND ALONG THE HEALTHCARE JOURNEY THROUGH COMPASSIONATE EMPLOYEES WHO PROUDLY DELIVER EXCEPTIONAL SERVICES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

31 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Vaughn Vance PRESIDENT & CEO2013-2024 $482,324$3,956,358 2
Barb Ruegsegger VICE PRESIDENT & CORPORATE SECRETARY2023-2024 $226,318$449,050 2
Mary Theisen BOARD MEMBER, CHAIR2010-2024 $5,172$61,007 2
Margaret Guertler BOARD MEMBER, VICE CHAIR2010-2024 $5,038$43,629 2
Heather Mielke BOARD MEMBER, SECRETARY/TREASURER2010-2024 $3,958$38,731 6
Amy Johnson BOARD MEMBER2010-2024 $2,400$32,865 7
Mike Halloran BOARD MEMBER2015-2024 $2,700$29,697 7
Carol Kettner BOARD MEMBER2010-2024 $2,300$26,354 2
Sarah Kruger BOARD MEMBER2018-2024 $1,900$23,556 2
Jim Krueger CONTROLLER & CORPORATE TREASURER2024 $22,968$22,968 2
Shelly Krajacic BOARD MEMBER2015-2024 $2,200$21,183 4
Andrew Staab BOARD MEMBER2020-2024 $1,800$18,575 2
Peggy Wirtz-Olsen BOARD MEMBER2022-2024 $1,900$6,750 9
Michael Quist (former) Former CEO2011-2022 $373,199$4,877,118 2
Mark Moody (former) Former CEO/President2010-2018 $173,272$4,122,722 2
Dawn Witek (former) VP OF FINANCE & ACCOUNTING2017-2023 $281,376$1,669,611 2
Michael Stoll (former) General Counsel/Assistant Secretary2010-2013 $100,588$973,828 2
Fred Evert (former) Executive Director Retired 8/20/20102010-2012 $161,478$748,101 2
Barbara Ruegseggar (former) Corporate Secretary2019-2022 $190,334$740,679 2
Theresa Lowe (former) Chief Operating Officer2021-2022 $315,139$580,759 2
Bonni Fredrick (former) Vice President General Counsel2021-2022 $279,261$504,710 2
Paul Lefebvre (former) Controller Retired 9/15/20102010 $284,358$284,358 2
Carol Peirick (former) Interim Controller2010 $180,793$180,793 2
Barbara Ruegsegger (former) Corporate Secretary2018 $130,375$130,375 2
Alison Lindsay Mares (former) Assistant Secretary Retired 3/02/20102010 $47,364$47,364 1
Daniel Weidner (former) Trustee2019-2022 $3,025$18,050 2
Allen Knop (former) Trustee, Partial Year2017-2020 $2,025$7,450 2
David Kijek (former) Trustee2017-2022 $300$3,900 1
Dan Weidner (former) Trustee2010-2018 $2,406$2,406 5
Susan Thomson (former) Trustee (Through June)2019 $1,225$1,225 2
David Stella (former) Trustee (Through May 2018)2014-2018 $850$850 2

Officers and directors, no compensation reported

11 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Martin Preizler (former) Trustee2015-2016 0 $0 reported 2
Betsy Kippers (former) Trustee2013-2015 0 $0 reported 6
Suzanne Kahl (former) Trustee2010-2015 0 $0 reported 4
Shelly Moore (former) Trustee2010-2014 0 $0 reported 7
Patricia Barrette (former) Trustee2011-2013 0 $0 reported 4
Lisa Glaser (former) Trustee2011-2013 0 $0 reported 5
Connie Martin (former) Trustee2010-2011 3 $0 reported 6
Dennis Hortum (former) Trustee2010-2011 3 $0 reported 2
William Roberts (former) Trustee2010-2011 3 $0 reported 2
Mary Bell (former) Trustee2010 3 $0 reported 6
Dennis Tietge (former) Trustee2010 3 $0 reported 2

People by year

2024 · 13 people listed · 13 paid, $761K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
VAUGHN VANCE PRESIDENT & CEO20 $208,114$208,114$66,096 $482,3242
BARB RUEGSEGGER VICE PRESIDENT & CORPORATE SECRETARY20 $89,062$89,062$48,194 $226,3182
JIM KRUEGER CONTROLLER & CORPORATE TREASURER9 $11,484$11,484$0 $22,9682
MARY THEISEN BOARD MEMBER, CHAIR2 $2,586$2,586$0 $5,1722
MARGARET GUERTLER BOARD MEMBER, VICE CHAIR2 $2,519$2,519$0 $5,0382
HEATHER MIELKE BOARD MEMBER, SECRETARY/TREASURER2 $1,979$1,979$0 $3,9586
MIKE HALLORAN BOARD MEMBER1 $1,350$1,350$0 $2,7007
AMY JOHNSON BOARD MEMBER1 $1,200$1,200$0 $2,4007
CAROL KETTNER BOARD MEMBER1 $1,150$1,150$0 $2,3002
SHELLY KRAJACIC BOARD MEMBER1 $1,100$1,100$0 $2,2004
PEGGY WIRTZ-OLSEN BOARD MEMBER1 $950$950$0 $1,9009
SARAH KRUGER BOARD MEMBER1 $950$950$0 $1,9002
ANDREW STAAB BOARD MEMBER1 $900$900$0 $1,8002
2023 · 13 people listed · 13 paid, $1.0M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
VAUGHN VANCE PRESIDENT & CEO20 $199,191$199,191$63,388 $461,7702
DAWN WITEK VP OF FINANCE & ACCOUNTING20 $114,728$149,020$17,628 $281,3762
BARB RUEGSEGGER VP & CORPORATE SECRETARY20 $88,323$88,323$46,086 $222,7322
MARY THEISEN BOARD MEMBER, CHAIR2 $3,514$2,489$0 $6,0032
MARGARET GUERTLER BOARD MEMBER, VICE CHAIR2 $2,864$1,789$0 $4,6532
HEATHER MIELKE BOARD MEMBER, SECRETARY/TREASURER2 $2,189$1,600$0 $3,7896
MIKE HALLORAN BOARD MEMBER1 $1,800$1,575$0 $3,3757
AMY JOHNSON BOARD MEMBER1 $1,800$1,550$0 $3,3507
ANDREW STAAB BOARD MEMBER1 $1,700$1,450$0 $3,1502
CAROL KETTNER BOARD MEMBER1 $1,650$1,150$0 $2,8002
SARAH KRUGER BOARD MEMBER1 $1,500$1,250$0 $2,7502
SHELLY KRAJACIC BOARD MEMBER1 $1,450$1,050$0 $2,5004
PEGGY WIRTZ-OLSEN BOARD MEMBER1 $1,250$950$0 $2,2009
2022 · 18 people listed · 18 paid, $1.9M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Vaughn Vance President & CEO10 $0$369,128$67,158 $436,2862
Michael Quist Former CEO1 $0$355,846$17,353 $373,1992
Theresa Lowe Chief Operating Officer10 $0$261,050$54,089 $315,1392
Bonni Fredrick Vice President General Counsel10 $0$229,237$50,024 $279,2612
Dawn Witek Controller10 $0$213,699$52,709 $266,4082
Barbara Ruegseggar Corporate Secretary10 $0$149,314$41,020 $190,3342
Mary Theisen Trustee, Chair2 $0$11,718$0 $11,7182
Margaret Guertler Trustee, Vice Chair2 $0$9,007$0 $9,0072
Heather Mielke Trustee, Secretary/Treasurer2 $0$7,534$0 $7,5346
Amy Johnson Trustee1 $0$6,806$0 $6,8067
Mike Halloran Trustee1 $0$6,600$0 $6,6007
Andrew Staab Trustee1 $0$6,250$0 $6,2502
Sarah Kruger Trustee1 $0$5,700$0 $5,7002
Carol Kettner Trustee2 $0$5,450$0 $5,4502
Shelly Krajacic Trustee1 $0$5,250$0 $5,2504
Daniel Weidner Trustee1 $0$3,025$0 $3,0252
Peggy Wirtz Olsen Trustee1 $0$2,650$0 $2,6509
David Kijek Trustee0 $300$0$0 $3001
2021 · 17 people listed · 17 paid, $1.9M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michael Quist Executive Director (until 10/31/2021)10 $0$464,323$61,627 $525,9502
Vaughn Vance President (eff. 11/2021)/Vice President General Counsel (until 10/31/2021)10 $0$326,944$64,106 $391,0502
Theresa Lowe Chief Operating Officer (eff. 11/2021)10 $0$214,167$51,453 $265,6202
Dawn Witek Controller10 $0$216,981$45,522 $262,5032
Bonni Fredrick Vice President General Counsel (eff. 11/2021)10 $0$178,884$46,565 $225,4492
Barbara Ruegseggar Corporate Secretary10 $0$152,780$48,130 $200,9102
Mary Theisen Trustee, Chair2 $0$12,489$0 $12,4892
Margaret Guertler Trustee, Vice Chair2 $0$7,939$0 $7,9392
Heather Mielke Trustee, Secretary/Treasurer2 $0$7,085$0 $7,0856
Amy Johnson Trustee1 $0$6,000$0 $6,0007
Mike Halloran Trustee2 $0$5,375$0 $5,3757
Daniel Weidner Trustee1 $0$5,075$0 $5,0752
Andrew Staab Trustee2 $0$4,650$0 $4,6502
Shelly Krajacic Trustee1 $0$4,600$0 $4,6004
Carol Kettner Trustee2 $0$4,400$0 $4,4002
Sarah Kruger Trustee2 $0$4,325$0 $4,3252
David Kijek Trustee2 $1,000$0$0 $1,0001
2020 · 16 people listed · 16 paid, $1.3M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michael Quist Executive Director10 $0$447,130$59,972 $507,1022
Vaughn Vance General Counsel10 $0$271,030$61,356 $332,3862
Dawn Witek Controller10 $0$184,682$52,094 $236,7762
Barbara Ruegseggar Corporate Secretary10 $0$136,786$43,105 $179,8912
Mary Theisen Trustee, Chair2 $0$11,256$0 $11,2562
Margaret Guertler Trustee, Vice Chairperson2 $0$7,511$0 $7,5112
Heather Mielke Trustee/ Secretary-Treasurer2 $0$7,236$0 $7,2366
Amy Johnson Trustee1 $0$6,442$0 $6,4427
Daniel Weidner Trustee1 $0$5,400$0 $5,4002
Mike Halloran Trustee2 $0$5,225$0 $5,2257
Carol Kettner Trustee2 $0$4,875$0 $4,8752
Shelly Krajacic Trustee1 $0$4,600$0 $4,6004
Sarah Kruger Trustee2 $0$4,400$0 $4,4002
Andrew Staab Trustee, Partial Year0 $0$2,725$0 $2,7252
Allen Knop Trustee, Partial Year2 $0$2,025$0 $2,0252
David Kijek Trustee2 $950$0$0 $9501
2019 · 16 people listed · 16 paid, $1.3M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michael Quist Executive Director10 $0$448,072$60,417 $508,4892
Vaughn Vance General Counsel10 $0$266,094$58,801 $324,8952
Dawn Witek Controller10 $0$188,099$51,443 $239,5422
Barbara Ruegseggar Corporate Secretary10 $0$130,103$39,441 $169,5442
Mary Theisen Trustee, Chair2 $0$9,628$0 $9,6282
Margaret Guertler Trustee, Vice Chair2 $0$6,434$0 $6,4342
Heather Mielke Trustee, Secretary/Treasurer2 $0$6,232$0 $6,2326
Amy Johnson Trustee1 $0$5,811$0 $5,8117
Daniel Weidner Trustee1 $0$4,550$0 $4,5502
Carol Kettner Trustee2 $0$4,397$0 $4,3972
Mike Halloran Trustee2 $0$4,397$0 $4,3977
Allen Knop Trustee2 $0$3,950$0 $3,9502
Sarah Kruger Trustee2 $0$3,450$0 $3,4502
Susan Thomson Trustee (Through June)0 $0$1,225$0 $1,2252
Shelly Krajacic Trustee1 $1,208$0$0 $1,2084
David Kijek Trustee2 $1,150$0$0 $1,1501
2018 · 17 people listed · 17 paid, $1.3M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michael Quist CEO/President4 $0$406,076$59,174 $465,2502
Vaughn Vance General Counsel/Vice President\Corporate Secretary4 $0$217,528$55,085 $272,6132
Dawn Witek Controller and Treasurer4 $0$160,467$43,854 $204,3212
Mark Moody Former CEO/President0 $0$173,272$0 $173,2722
Barbara Ruegsegger Corporate Secretary4 $0$92,932$37,443 $130,3752
Mary Theisen Trustee, Chair0 $1,800$2,941$0 $4,7412
Margaret Guertler Trustee, Vice Chair0 $1,231$1,816$0 $3,0472
Heather Mielke Trustee, Secretary/Treasurer0 $1,231$1,666$0 $2,8976
Dan Weidner Trustee0 $700$1,706$0 $2,4065
Carol Kettner Trustee0 $800$1,332$0 $2,1322
Amy Johnson Trustee0 $750$1,306$0 $2,0567
Mike Halloran Trustee0 $800$1,225$0 $2,0257
Allen Knop Trustee0 $400$1,075$0 $1,4752
Sarah Kruger Trustee0 $400$631$0 $1,0312
David Stella Trustee (Through May 2018)0 $250$600$0 $8502
Shelly Krajacic Trustee0 $825$0$0 $8254
David Kijek Trustee0 $500$0$0 $5001
2017 · 15 people listed · 4 paid, $1.2M · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michael I Quist CEO/President4 $0$390,713$71,327 $462,0402
Mark Moody Former Executive Director- $0$336,821$0 $336,8212
Vaughn Vance General Counsel4 $0$206,444$62,921 $269,3652
Dawn Witek Controller and Treasurer4 $0$146,049$32,636 $178,6852
Mary Theisen Trustee, Chair0 $0$0$0 $02
Margaret Guertler Trustee, Vice Chair0 $0$0$0 $02
Mike Halloran Trustee0 $0$0$0 $07
Amy Johnson Trustee0 $0$0$0 $07
Carol Kettner Trustee0 $0$0$0 $02
Heather Mielke Trustee, Secretary/Treasurer0 $0$0$0 $06
Allen Knop Trustee0 $0$0$0 $02
David Stella Trustee0 $0$0$0 $02
Dan Weidner Trustee0 $0$0$0 $05
Shelly Krajacic Trustee0 $0$0$0 $04
David Kijek Trustee0 $0$0$0 $01
2016 · 13 people listed · 3 paid, $1.2M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mark Moody Executive Director4 $0$411,140$92,889 $504,0292
Michael I Quist Controller4 $0$340,029$80,001 $420,0302
Vaughn Vance General Counsel4 $0$192,757$49,925 $242,6822
Margaret Guertler Trustee, Vice Chair0 $0$0$0 $02
Mike Halloran Trustee0 $0$0$0 $07
Amy Johnson Trustee0 $0$0$0 $07
Carol Kettner Trustee, Secretary/Treasurer0 $0$0$0 $02
Shelly Krajacic Trustee0 $0$0$0 $04
Heather Mielke Trustee - Secretary /Treasurer0 $0$0$0 $06
Martin Preizler Trustee0 $0$0$0 $02
David Stella Trustee0 $0$0$0 $02
Mary Theisen Trustee, Chair0 $0$0$0 $02
Dan Weidner Trustee0 $0$0$0 $05
2015 · 15 people listed · 3 paid, $1.2M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mark Moody Executive Director4 $0$427,803$119,148 $546,9512
Michael I Quist Controller4 $0$289,742$105,011 $394,7532
Vaughn Vance General Counsel4 $0$192,841$77,137 $269,9782
Margaret Guertler Trustee, Vice Chair0 $0$0$0 $02
Mike Halloran Trustee0 $0$0$0 $07
Amy Johnson Trustee0 $0$0$0 $07
Suzanne Kahl Trustee0 $0$0$0 $04
Carol Kettner Trustee, Secretary/Treasurer0 $0$0$0 $02
Betsy Kippers Trustee0 $0$0$0 $06
Shelly Krajacic Trustee0 $0$0$0 $04
Heather Mielke Trustee0 $0$0$0 $06
Martin Preizler Trustee0 $0$0$0 $02
David Stella Trustee0 $0$0$0 $02
Mary Theisen Trustee, Chair0 $0$0$0 $02
Dan Weidner Trustee0 $0$0$0 $05
2014 · 13 people listed · 3 paid, $1.2M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mark Moody Executive Director4 $0$458,451$110,750 $569,2012
Michael I Quist Controller4 $0$272,131$89,038 $361,1692
Vaughn Vance General Counsel/Assistant Secretary4 $0$178,017$68,500 $246,5172
Margaret Guertler Trustee, Vice Chair0 $0$0$0 $02
Amy Johnson Trustee0 $0$0$0 $07
Suzanne Kahl Trustee0 $0$0$0 $04
Carol Kettner Trustee, Secretary/Treasurer0 $0$0$0 $02
Betsy Kippers Trustee0 $0$0$0 $06
Heather Mielke Trustee0 $0$0$0 $06
Shelly Moore Trustee0 $0$0$0 $07
David Stella Trustee0 $0$0$0 $02
Mary Theisen Trustee, Chair0 $0$0$0 $02
Dan Weidner Trustee0 $0$0$0 $05
2013 · 15 people listed · 4 paid, $1.3M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mark Moody Executive Director4 $0$427,317$156,112 $583,4292
Michael I Quist Controller4 $0$253,234$101,325 $354,5592
Vaughn Vance General Counsel/Assistant Secretary4 $0$154,351$72,141 $226,4922
Michael Stoll General Counsel/Assistant Secretary4 $0$95,140$5,448 $100,5882
Patricia Barrette Trustee0 $0$0$0 $04
Lisa Glaser Trustee0 $0$0$0 $05
Margaret Guertler Trustee, Vice Chair0 $0$0$0 $02
Amy Johnson Trustee0 $0$0$0 $07
Suzanne Kahl Trustee0 $0$0$0 $04
Carol Kettner Trustee, Secretary/Treasurer0 $0$0$0 $02
Betsy Kippers Trustee0 $0$0$0 $06
Heather Mielke Trustee0 $0$0$0 $06
Shelly Moore Trustee0 $0$0$0 $07
Mary Theisen Trustee, Chair0 $0$0$0 $02
Dan Weidner Trustee0 $0$0$0 $05
2012 · 14 people listed · 4 paid, $1.3M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mark Moody Executive Director4 $0$426,996$138,590 $565,5862
Michael I Quist Controller4 $0$219,875$89,173 $309,0482
Michael Stoll General Counsel/Assistant Secretary4 $0$207,057$92,129 $299,1862
Fred Evert Executive Director Retired 8/20/20100 $0$161,478$0 $161,4782
Patricia Barrette Trustee0 $0$0$0 $04
Lisa Glaser Trustee0 $0$0$0 $05
Margaret Guertler Trustee, Vice Chair0 $0$0$0 $02
Amy Johnson Trustee0 $0$0$0 $07
Suzanne Kahl Trustee0 $0$0$0 $04
Carol Kettner Trustee, Secretary/Treasurer0 $0$0$0 $02
Heather Mielke Trustee0 $0$0$0 $06
Shelly Moore Trustee0 $0$0$0 $07
Mary Theisen Trustee, Chair0 $0$0$0 $02
Dan Weidner Trustee0 $0$0$0 $05
2011 · 17 people listed · 4 paid, $1.1M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mark Moody Executive Director40 $0$374,118$99,260 $473,3782
Michael Stoll General Counsel/Assistant Secretary40 $0$204,759$97,298 $302,0572
Michael I Quist Controller40 $0$144,591$50,938 $195,5292
Fred Evert Executive Director Retired 8/20/20100 $0$151,806$19,912 $171,7182
Patricia Barrette Trustee3 $0$0$0 $04
Lisa Glaser Trustee3 $0$0$0 $05
Margaret Guertler Trustee, Vice Chair3 $0$0$0 $02
Dennis Hortum Trustee3 $0$0$0 $02
Amy Johnson Trustee3 $0$0$0 $07
Suzanne Kahl Trustee3 $0$0$0 $04
Carol Kettner Trustee, Secretary/Treasurer3 $0$0$0 $02
Connie Martin Trustee3 $0$0$0 $06
Heather Mielke Trustee3 $0$0$0 $06
Shelly Moore Trustee3 $0$0$0 $07
William Roberts Trustee3 $0$0$0 $02
Mary Theisen Trustee, Chair3 $0$0$0 $02
Dan Weidner Trustee3 $0$0$0 $05
2010 · 19 people listed · 6 paid, $1.6M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Fred Evert Executive Director Retired 8/20/201040 $0$316,039$98,866 $414,9052
Mark Moody Executive Director40 $0$272,352$97,703 $370,0552
Paul Lefebvre Controller Retired 9/15/201040 $0$217,654$66,704 $284,3582
Michael Stoll General Counsel/Assistant Secretary40 $0$189,207$82,790 $271,9972
Carol Peirick Interim Controller40 $0$132,273$48,520 $180,7932
Alison Lindsay Mares Assistant Secretary Retired 3/02/201040 $0$36,705$10,659 $47,3641
William Roberts Trustee, Chair3 $0$0$0 $02
Mary Theisen Trustee, Vice Chair3 $0$0$0 $02
Margaret Guertler Trustee, Sec/Treas3 $0$0$0 $02
Dennis Hortum Trustee3 $0$0$0 $02
Amy Johnson Trustee3 $0$0$0 $07
Suzanne Kahl Trustee3 $0$0$0 $04
Carol Kettner Trustee3 $0$0$0 $02
Connie Martin Trustee3 $0$0$0 $06
Heather Mielke Trustee3 $0$0$0 $06
Shelly Moore Trustee3 $0$0$0 $07
Dan Weidner Trustee3 $0$0$0 $05
Dennis Tietge Trustee3 $0$0$0 $02
Mary Bell Trustee3 $0$0$0 $06

Highest-paid independent contractors

2024 · 1 contractor · $774K
NameLocationServicePaid
WEA INSURANCE CORPORATIONMADISON, WIADMINISTRATIVE SERVICES$774,000
2023 · 1 contractor · $689K
NameLocationServicePaid
WEA INSURANCE CORPORATIONMADISON, WIADMINISTRATIVE SERVICES$688,618
2015 · 3 contractors · $978K
NameLocationServicePaid
WEA Insurance CorporationMadison, WIAdministrative Services$573,480
Dewitt Ross & StevensMadison, WILegal services$299,683
Survey & Ballot Systems IncEden Prairie, MNElection Services$105,298
2014 · 4 contractors · $1.6M
NameLocationServicePaid
WEA Insurance CorporationMadison, WIAdministrative Services$1,039,344
Dewitt Ross & StevensMadison, WILegal services$372,003
Survey & Ballot Systems IncEden Prairie, MNElection Services$116,501
Holton Brothers IncGrafton, WIBuilding maintenance$112,350
2013 · 3 contractors · $1.5M
NameLocationServicePaid
WEA Insurance CorporationAdministrative Services$878,346
Dewitt Ross & StevensLegal services$507,466
Ernst & Young LLPAccounting services$112,500
2012 · 2 contractors · $1.6M
NameLocationServicePaid
WEA Insurance CorporationMadison, WIAdministrative Services$1,300,408
Dewitt Ross & StevensMadison, WILegal services$348,920
2011 · 2 contractors · $1.6M
NameLocationServicePaid
WEA Insurance CorporationMadison, WIAdministrative Services$1,444,869
Holt Smith AdvisorsMadison, WIInvestment advisory fees$106,617
2010 · 2 contractors · $1.4M
NameLocationServicePaid
WEA Insurance CorporationMadison, WIAdministrative Services$1,249,784
Healthways IncAtlanta, GAAdministration Services$104,409

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $36K
2022 · 1 grant to organizations · $6K

Listed grants add up to $6,100; the return's “grants paid” expense line says $12,500. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 2 grants to organizations · $107K

Listed grants add up to $107,000; the return's “grants paid” expense line says $114,500. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 1 grant to organizations · $20K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
-$2,560,700$880,434 $106,791,222$104,906,638 $0$0 $323,34400
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$269,121$868,111 $123,391,637$121,431,417 $0$0 $421,95900
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
-$1,135,972$791,853 $76,116,060$68,105,114 $0$0 $17,80200
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
-$6,610,775$973,647 $221,677,114$216,581,403 $0$0 $18,68300
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$3,750,958$1,003,301 $283,754,418$276,179,478 $0$0 $4,17000
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$3,767,866$1,878,966 $227,521,208$220,426,170 $0$866,126 $2,35800
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$217,180,325$216,194,037 $235,238,758$199,310,146 $0$214,939,905 $9,68700
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$360,752,027$333,704,451 $247,545,560$210,295,194 $0$331,952,731 $0011
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$339,872,609$334,158,138 $234,896,440$181,230,743 $0$332,258,498 $000
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$304,240,916$363,126,763 $234,146,469$175,208,179 $0$362,042,691 $000
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$352,664,352$400,913,409 $317,879,151$235,952,005 $0$398,202,510 $000
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$378,290,206$408,672,790 $359,073,821$283,370,669 $0$404,768,903 $000
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$630,194,806$634,673,861 $396,563,895$312,854,549 $0$633,459,090 $000
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$782,535,366$784,328,110 $402,741,019$316,660,316 $0$781,699,146 $000
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$858,307,949$856,692,043 $387,956,518$318,453,060 $0$855,561,629 $000

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
AVIATION INSURANCE ASSOCIATION EDUCATION FOUNDATIONKYT90 $5$7,450 DIRECTOR$0 Similar name, revenue within 5x
WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUNDWINot reported $24,487,237$24,425,902 TRUSTEE$6,000 Similar name, revenue differs more than 10x, same state
WISCONSIN INMATE EDUCATION ASSOCIATION INCWIX20 $568,304$527,794 EXECUTIVE DIRECTOR$128,595 Similar name, revenue differs more than 10x, same state
WISCONSIN ART EDUCATION ASSOCIATIONWINot reported $68,192$75,646 PAST PRESIDE$0 Similar name, revenue differs more than 10x, same state
WISCONSIN AUTOMOBILE & TRUCK EDUCATION ASSOCIATION INCWIB19 $685,146$621,043 EXECUTIVE DIRECTOR$80,925 Similar name, revenue differs more than 10x, same state
WISCONSIN RESTAURANT ASSOCIATION EDUCATION FOUNDATION INCWINot reported $1,025,309$917,043 SECRETARY, PRESIDENT & CEO$218,226 Similar name, revenue differs more than 10x, same state
WISCONSIN TECHNOLOGY EDUCATION ASSOCIATION INCWINot reported $137,017$123,904 President$0 Similar name, revenue differs more than 10x, same state
WISCONSIN EDUCATIONAL MEDIA ASSOCIATION INCWIA30 $194,182$158,988 PRESIDENT$0 Similar name, revenue differs more than 10x, same state
WISCONSIN ASSOCIATION FOR BILINGUAL EDUCATION INCWIB01 $9,158$10,310 MEMBER AT LARGE$0 Similar name, revenue differs more than 10x, same state
WISCONSIN EDUCATION ASSOCIATION COUNCILWINot reported $88,842$35,156 PRESIDENT$0 Similar name, revenue differs more than 10x, same state
WISCONSIN RETIRED EDUCATORS ASSOCIATION INCWINot reported $385,114$361,117 EXECUTIVE DI$78,208 Similar name, revenue differs more than 10x, same state
WISCONSIN EDUCATION ASSOCIATIONWINot reported $486,799$460,039 EXECUTIVE DIRECTOR$285,401 Similar name, revenue differs more than 10x, same state
WISCONSIN EDUCATION ASSOCIATION COUNCILWINot reported $11,215,974$12,305,107 EXECUTIVE DIRECTOR$285,401 Similar name, revenue differs more than 10x, same state
WISCONSIN WIC ASSOCIATION INCWIP40 $14,894$12,102 PAST CHAIRPE$0 Similar name, revenue differs more than 10x, same state
INSURANCE EDUCATIONAL ASSOCIATIONCANot reported $374,752$54,051 PRESIDENT & CEO$104,070 Similar name, revenue differs more than 10x
EDUCATORS MUTUAL INSURANCE ASSOCIATIONUTNot reported $62,390,985$45,889,175 Chief Executive Officer$838,739 Similar name, revenue differs more than 10x
WISCONSIN EDUCATION ASSOCIATION COUNCIL-WINot reported $0$0 PRESIDENT$0 Similar name, same state
WISCONSIN TRIO ASSOCIATION INCWIB40 $0$0 PRESIDENT$0 Similar name, same state

Who funds organizations like this

Grantors that funded the 18 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$150,20012 22014–2024 WISCONSIN INMATE EDUCATION ASSOCIATION INC; WISCONSIN RESTAURANT ASSOCIATION EDUCATION FOUNDATION INC
LYNDE AND HARRY BRADLEY FOUNDATION INC Private foundation$150,0002 12023–2024 WISCONSIN INMATE EDUCATION ASSOCIATION INC
MADISON COMMUNITY FOUNDATION DAF sponsor$34,6456 12019–2024 WISCONSIN ART EDUCATION ASSOCIATION
THRIVENT CHARITABLE IMPACT & INVESTING DAF sponsor$22,0003 12019–2021 WISCONSIN INMATE EDUCATION ASSOCIATION INC
THE SILSETH FOUNDATION Private foundation$20,0002 12024–2025 WISCONSIN INMATE EDUCATION ASSOCIATION INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$15,0002 12023–2024 WISCONSIN RESTAURANT ASSOCIATION EDUCATION FOUNDATION INC
MARCUS CORPORATION FOUNDATION INC Private foundation$10,0001 12020–2020 WISCONSIN RESTAURANT ASSOCIATION EDUCATION FOUNDATION INC
ZIEGLER FAMILY FOUNDATION INC Private foundation$10,0002 12018–2019 WISCONSIN INMATE EDUCATION ASSOCIATION INC
SADOFF FAMILY FOUNDATION Private foundation$1,0001 12015–2015 WISCONSIN RESTAURANT ASSOCIATION EDUCATION FOUNDATION INC
AMAZONSMILE FOUNDATION Private foundation$28212 32020–2023 WISCONSIN ART EDUCATION ASSOCIATION; WISCONSIN INMATE EDUCATION ASSOCIATION INC; WISCONSIN EDUCATIONAL MEDIA ASSOCIATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $880,434 spent · pay $0 · grants $36,500 · events $52,399
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ALLOCATION OF COSTS TO $774,000--- 87.9%
Conferences, conventions and meetings $52,399--- 6.0%
Grants to US organizations and governments $36,500--- 4.1%
Fees: other services $8,697--- 1.0%
Fees: investment management $4,899--- 0.6%
Other (as described)BANK FEES $3,939--- 0.4%
Total$880,434100%

View the filing

2023 · Form 990 · $868,111 spent · pay $0 · grants $0 · events $79,486
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ALLOCATION OF COSTS TO $688,618--- 79.3%
Conferences, conventions and meetings $79,486--- 9.2%
Fees: accounting $52,912--- 6.1%
Fees: investment management $40,225--- 4.6%
Other (as described)BANK FEES $5,089--- 0.6%
Fees: other services $1,781--- 0.2%
Total$868,111100%

View the filing

2022 · Form 990 · $791,853 spent · pay $17,802 · grants $12,500 · events $83,505
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ALLOCATION OF COSTS TO AFFILIATES $368,583--- 46.5%
Occupancy $125,000--- 15.8%
Fees: investment management $96,131--- 12.1%
Conferences, conventions and meetings $83,505--- 10.5%
Fees: accounting $54,847--- 6.9%
Fees: other services $32,938--- 4.2%
Pay: officers, directors, trustees, key employees $17,802--- 2.2%
Grants to US organizations and governments $12,500--- 1.6%
Travel $547--- 0.1%
Total$791,853100%

View the filing

2021 · Form 990 · $973,647 spent · pay $18,683 · grants $114,500 · events $89,329
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ALLOCATION OF COSTS TO AFFILIATES $315,506--- 32.4%
Occupancy $125,000--- 12.8%
Grants to US organizations and governments $114,500--- 11.8%
Fees: investment management $107,808--- 11.1%
Conferences, conventions and meetings $89,329--- 9.2%
Fees: other services $71,387--- 7.3%
Advertising and promotion $66,500--- 6.8%
Fees: accounting $50,361--- 5.2%
Pay: officers, directors, trustees, key employees $18,683--- 1.9%
Fees: legal $12,778--- 1.3%
Travel $1,709--- 0.2%
Other (as described)Close WC Accounts $86--- 0.0%
Total$973,647100%

View the filing

2020 · Form 990 · $1,003,301 spent · pay $4,170 · grants $20,000 · events $64,229
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ALLOCATION OF COSTS TO AFFILIATES $450,057--- 44.9%
Fees: investment management $120,480--- 12.0%
Fees: accounting $112,114--- 11.2%
Fees: other services $97,343--- 9.7%
Conferences, conventions and meetings $64,229--- 6.4%
Fees: legal $63,520--- 6.3%
Other (as described)Phamacogenomics guided therapy pilot $52,150--- 5.2%
Grants to US organizations and governments $20,000--- 2.0%
Advertising and promotion $15,000--- 1.5%
Pay: officers, directors, trustees, key employees $4,170--- 0.4%
Office expenses $3,108--- 0.3%
Travel $1,130--- 0.1%
Total$1,003,301100%

View the filing

2019 · Form 990 · $1,878,966 spent · pay $2,358 · grants $0 · events $74,647
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $805,947--- 42.9%
Other (as described)ALLOCATION OF COSTS TO AFFILIATES $518,522--- 27.6%
Fees: investment management $129,490--- 6.9%
Fees: other services $128,753$0$0$0 6.9%
Conferences, conventions and meetings $74,647--- 4.0%
Fees: legal $68,058--- 3.6%
Fees: accounting $65,685--- 3.5%
Advertising and promotion $38,625--- 2.1%
Office expenses $37,881--- 2.0%
Travel $9,000--- 0.5%
Pay: officers, directors, trustees, key employees $2,358--- 0.1%
Total$1,878,966100%

View the filing

2018 · Form 990 · $216,194,037 spent · pay $9,687 · grants $0 · events $126,753
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $214,885,526--- 99.4%
Other (as described)ALLOCATION OF COSTS TO AFFILIATES $690,000--- 0.3%
Fees: other services $159,461$0$0$0 0.1%
Conferences, conventions and meetings $126,753--- 0.1%
Fees: investment management $120,787--- 0.1%
Advertising and promotion $59,898--- 0.0%
Office expenses $50,126--- 0.0%
Fees: legal $43,266--- 0.0%
Fees: accounting $38,936--- 0.0%
Pay: officers, directors, trustees, key employees $9,687--- 0.0%
Travel $9,597--- 0.0%
Total$216,194,037100%

View the filing

2017 · Form 990 · $333,704,451 spent · pay $0 · grants $0 · events $14,912
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Payments to Insurance Carriers $328,523,372--- 98.4%
Benefits paid to members $3,852,308--- 1.2%
Fees: other services $927,113$0$0$0 0.3%
Fees: investment management $170,984--- 0.1%
Fees: accounting $65,685--- 0.0%
Advertising and promotion $56,856--- 0.0%
Fees: legal $43,530--- 0.0%
Office expenses $41,858--- 0.0%
Conferences, conventions and meetings $14,912--- 0.0%
Travel $7,518--- 0.0%
Information technology $315--- 0.0%
Total$333,704,451100%

View the filing

2016 · Form 990 · $334,158,138 spent · pay $0 · grants $0 · events $5,395
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Cost of Contributions $340,221,074--- 101.8%
Fees: management $688,557--- 0.2%
Fees: other services $196,166--- 0.1%
Fees: investment management $145,547--- 0.0%
Fees: accounting $102,567--- 0.0%
Advertising and promotion $84,368--- 0.0%
Fees: legal $64,793--- 0.0%
Office expenses $39,651--- 0.0%
Travel $13,447--- 0.0%
Conferences, conventions and meetings $5,395--- 0.0%
Information technology $349--- 0.0%
Benefits paid to members -$7,403,776--- -2.2%
Total$334,158,138100%

View the filing

2015 · Form 990 · $363,126,763 spent · pay $0 · grants $0 · events $8,330
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Cost of contributions $356,626,588--- 98.2%
Benefits paid to members $3,973,411--- 1.1%
Fees: management $573,480--- 0.2%
Other (as described)Member education $468,426--- 0.1%
Depreciation and depletion $444,090--- 0.1%
Fees: other services $418,154--- 0.1%
Occupancy $343,800--- 0.1%
Other (as described)Research and development $341,032--- 0.1%
Fees: legal $326,812--- 0.1%
Fees: investment management $141,944--- 0.0%
Office expenses $113,220--- 0.0%
Advertising and promotion $108,415--- 0.0%
Fees: accounting $100,850--- 0.0%
Conferences, conventions and meetings $8,330--- 0.0%
Travel $7,796--- 0.0%
Information technology $4,098--- 0.0%
Interest $1,317--- 0.0%
Other (as described)Costs allocated to affiliates -$875,000--- -0.2%
Total$363,126,763100%

View the filing

2014 · Form 990 · $400,913,409 spent · pay $0 · grants $0 · events $6,290
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Cost of contributions $393,335,377--- 98.1%
Benefits paid to members $4,728,477--- 1.2%
Fees: management $1,039,344--- 0.3%
Depreciation and depletion $941,550--- 0.2%
Occupancy $656,723--- 0.2%
Fees: legal $406,630--- 0.1%
Other (as described)Member education $399,321--- 0.1%
Fees: other services $332,012--- 0.1%
Other (as described)Research and development $255,175--- 0.1%
Fees: investment management $135,143--- 0.0%
Fees: accounting $88,250--- 0.0%
Office expenses $70,666--- 0.0%
Travel $14,835--- 0.0%
Conferences, conventions and meetings $6,290--- 0.0%
Information technology $3,616--- 0.0%
Other (as described)Costs allocated to affiliates -$1,500,000--- -0.4%
Total$400,913,409100%

View the filing

2013 · Form 990 · $408,672,790 spent · pay $0 · grants $0 · events $7,575
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Cost of contributions $401,418,025--- 98.2%
Depreciation and depletion $4,137,806--- 1.0%
Benefits paid to members $1,712,646--- 0.4%
Fees: management $756,130--- 0.2%
Other (as described)Member education $618,207--- 0.2%
Fees: legal $535,774--- 0.1%
Other (as described)Research and development $435,847--- 0.1%
Fees: other services $304,642--- 0.1%
Fees: accounting $144,000--- 0.0%
Fees: investment management $127,036--- 0.0%
Occupancy $108,728--- 0.0%
Office expenses $37,266--- 0.0%
Travel $10,230--- 0.0%
Conferences, conventions and meetings $7,575--- 0.0%
Information technology $3,678--- 0.0%
Other (as described)Costs allocated to affiliates -$1,684,800--- -0.4%
Total$408,672,790100%

View the filing

2012 · Form 990 · $634,673,861 spent · pay $0 · grants $0 · events $13,705
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Cost of contributions $630,667,447--- 99.4%
Benefits paid to members $1,387,130--- 0.2%
Fees: management $1,300,404--- 0.2%
Depreciation and depletion $985,082--- 0.2%
Other (as described)Member education $505,934--- 0.1%
Fees: legal $424,819--- 0.1%
Other (as described)Research and development $413,078--- 0.1%
Fees: investment management $304,305--- 0.0%
Fees: other services $205,536--- 0.0%
Fees: accounting $73,675--- 0.0%
Occupancy $40,950--- 0.0%
Office expenses $31,033--- 0.0%
Travel $18,162--- 0.0%
Conferences, conventions and meetings $13,705--- 0.0%
Information technology $2,647--- 0.0%
All other expenses -$42--- -0.0%
Other (as described)Costs allocated to affiliates -$1,700,004--- -0.3%
Total$634,673,861100%

View the filing

2011 · Form 990 · $784,328,110 spent · pay $0 · grants $0 · events $8,735
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Cost of Contributions $753,172,443--- 96.0%
Benefits paid to members $26,976,769--- 3.4%
All other expenses $1,604,838--- 0.2%
Fees: management $1,444,869--- 0.2%
Depreciation and depletion $995,685--- 0.1%
Other (as described)Member Education $876,183--- 0.1%
Other (as described)Research and development $419,232--- 0.1%
Fees: other services $277,863--- 0.0%
Fees: investment management $128,425--- 0.0%
Occupancy $41,272--- 0.0%
Office expenses $31,105--- 0.0%
Information technology $18,716--- 0.0%
Fees: accounting $16,575--- 0.0%
Travel $10,989--- 0.0%
Conferences, conventions and meetings $8,735--- 0.0%
Fees: legal $4,415--- 0.0%
Other (as described)Costs allocated to affiliates -$1,700,004--- -0.2%
Total$784,328,110100%

View the filing

2010 · Form 990 · $856,692,043 spent · pay $0 · grants $0 · events $46,723
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Cost of contributions $852,747,959--- 99.5%
Benefits paid to members $1,790,637--- 0.2%
Fees: management $1,249,784--- 0.1%
Depreciation and depletion $1,041,822--- 0.1%
Other (as described)Member education $628,524--- 0.1%
Other (as described)Research and development $387,282--- 0.0%
Fees: other services $234,064--- 0.0%
Fees: investment management $120,939--- 0.0%
Conferences, conventions and meetings $46,723--- 0.0%
Occupancy $39,781--- 0.0%
Office expenses $39,348--- 0.0%
Fees: accounting $19,525--- 0.0%
Travel $15,731--- 0.0%
Information technology $14,716--- 0.0%
Fees: legal $10,000--- 0.0%
Other (as described)Miscellaneous $5,212--- 0.0%
Other (as described)Costs allocated to affiliates -$1,700,004--- -0.2%
Total$856,692,043100%

View the filing

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.