WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST
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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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Vaughn Vance | PRESIDENT & CEO | 2013-2024 | $482,324 | $3,956,358 | 2 |
| Barb Ruegsegger | VICE PRESIDENT & CORPORATE SECRETARY | 2023-2024 | $226,318 | $449,050 | 2 |
| Mary Theisen | BOARD MEMBER, CHAIR | 2010-2024 | $5,172 | $61,007 | 2 |
| Margaret Guertler | BOARD MEMBER, VICE CHAIR | 2010-2024 | $5,038 | $43,629 | 2 |
| Heather Mielke | BOARD MEMBER, SECRETARY/TREASURER | 2010-2024 | $3,958 | $38,731 | 6 |
| Amy Johnson | BOARD MEMBER | 2010-2024 | $2,400 | $32,865 | 7 |
| Mike Halloran | BOARD MEMBER | 2015-2024 | $2,700 | $29,697 | 7 |
| Carol Kettner | BOARD MEMBER | 2010-2024 | $2,300 | $26,354 | 2 |
| Sarah Kruger | BOARD MEMBER | 2018-2024 | $1,900 | $23,556 | 2 |
| Jim Krueger | CONTROLLER & CORPORATE TREASURER | 2024 | $22,968 | $22,968 | 2 |
| Shelly Krajacic | BOARD MEMBER | 2015-2024 | $2,200 | $21,183 | 4 |
| Andrew Staab | BOARD MEMBER | 2020-2024 | $1,800 | $18,575 | 2 |
| Peggy Wirtz-Olsen | BOARD MEMBER | 2022-2024 | $1,900 | $6,750 | 9 |
| Michael Quist (former) | Former CEO | 2011-2022 | $373,199 | $4,877,118 | 2 |
| Mark Moody (former) | Former CEO/President | 2010-2018 | $173,272 | $4,122,722 | 2 |
| Dawn Witek (former) | VP OF FINANCE & ACCOUNTING | 2017-2023 | $281,376 | $1,669,611 | 2 |
| Michael Stoll (former) | General Counsel/Assistant Secretary | 2010-2013 | $100,588 | $973,828 | 2 |
| Fred Evert (former) | Executive Director Retired 8/20/2010 | 2010-2012 | $161,478 | $748,101 | 2 |
| Barbara Ruegseggar (former) | Corporate Secretary | 2019-2022 | $190,334 | $740,679 | 2 |
| Theresa Lowe (former) | Chief Operating Officer | 2021-2022 | $315,139 | $580,759 | 2 |
| Bonni Fredrick (former) | Vice President General Counsel | 2021-2022 | $279,261 | $504,710 | 2 |
| Paul Lefebvre (former) | Controller Retired 9/15/2010 | 2010 | $284,358 | $284,358 | 2 |
| Carol Peirick (former) | Interim Controller | 2010 | $180,793 | $180,793 | 2 |
| Barbara Ruegsegger (former) | Corporate Secretary | 2018 | $130,375 | $130,375 | 2 |
| Alison Lindsay Mares (former) | Assistant Secretary Retired 3/02/2010 | 2010 | $47,364 | $47,364 | 1 |
| Daniel Weidner (former) | Trustee | 2019-2022 | $3,025 | $18,050 | 2 |
| Allen Knop (former) | Trustee, Partial Year | 2017-2020 | $2,025 | $7,450 | 2 |
| David Kijek (former) | Trustee | 2017-2022 | $300 | $3,900 | 1 |
| Dan Weidner (former) | Trustee | 2010-2018 | $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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Martin Preizler (former) | Trustee | 2015-2016 | 0 | $0 reported | 2 |
| Betsy Kippers (former) | Trustee | 2013-2015 | 0 | $0 reported | 6 |
| Suzanne Kahl (former) | Trustee | 2010-2015 | 0 | $0 reported | 4 |
| Shelly Moore (former) | Trustee | 2010-2014 | 0 | $0 reported | 7 |
| Patricia Barrette (former) | Trustee | 2011-2013 | 0 | $0 reported | 4 |
| Lisa Glaser (former) | Trustee | 2011-2013 | 0 | $0 reported | 5 |
| Connie Martin (former) | Trustee | 2010-2011 | 3 | $0 reported | 6 |
| Dennis Hortum (former) | Trustee | 2010-2011 | 3 | $0 reported | 2 |
| William Roberts (former) | Trustee | 2010-2011 | 3 | $0 reported | 2 |
| Mary Bell (former) | Trustee | 2010 | 3 | $0 reported | 6 |
| Dennis Tietge (former) | Trustee | 2010 | 3 | $0 reported | 2 |
People by year
2024 · 13 people listed · 13 paid, $761K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VAUGHN VANCE | PRESIDENT & CEO | 20 | $208,114 | $208,114 | $66,096 | $482,324 | 2 |
| BARB RUEGSEGGER | VICE PRESIDENT & CORPORATE SECRETARY | 20 | $89,062 | $89,062 | $48,194 | $226,318 | 2 |
| JIM KRUEGER | CONTROLLER & CORPORATE TREASURER | 9 | $11,484 | $11,484 | $0 | $22,968 | 2 |
| MARY THEISEN | BOARD MEMBER, CHAIR | 2 | $2,586 | $2,586 | $0 | $5,172 | 2 |
| MARGARET GUERTLER | BOARD MEMBER, VICE CHAIR | 2 | $2,519 | $2,519 | $0 | $5,038 | 2 |
| HEATHER MIELKE | BOARD MEMBER, SECRETARY/TREASURER | 2 | $1,979 | $1,979 | $0 | $3,958 | 6 |
| MIKE HALLORAN | BOARD MEMBER | 1 | $1,350 | $1,350 | $0 | $2,700 | 7 |
| AMY JOHNSON | BOARD MEMBER | 1 | $1,200 | $1,200 | $0 | $2,400 | 7 |
| CAROL KETTNER | BOARD MEMBER | 1 | $1,150 | $1,150 | $0 | $2,300 | 2 |
| SHELLY KRAJACIC | BOARD MEMBER | 1 | $1,100 | $1,100 | $0 | $2,200 | 4 |
| PEGGY WIRTZ-OLSEN | BOARD MEMBER | 1 | $950 | $950 | $0 | $1,900 | 9 |
| SARAH KRUGER | BOARD MEMBER | 1 | $950 | $950 | $0 | $1,900 | 2 |
| ANDREW STAAB | BOARD MEMBER | 1 | $900 | $900 | $0 | $1,800 | 2 |
2023 · 13 people listed · 13 paid, $1.0M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VAUGHN VANCE | PRESIDENT & CEO | 20 | $199,191 | $199,191 | $63,388 | $461,770 | 2 |
| DAWN WITEK | VP OF FINANCE & ACCOUNTING | 20 | $114,728 | $149,020 | $17,628 | $281,376 | 2 |
| BARB RUEGSEGGER | VP & CORPORATE SECRETARY | 20 | $88,323 | $88,323 | $46,086 | $222,732 | 2 |
| MARY THEISEN | BOARD MEMBER, CHAIR | 2 | $3,514 | $2,489 | $0 | $6,003 | 2 |
| MARGARET GUERTLER | BOARD MEMBER, VICE CHAIR | 2 | $2,864 | $1,789 | $0 | $4,653 | 2 |
| HEATHER MIELKE | BOARD MEMBER, SECRETARY/TREASURER | 2 | $2,189 | $1,600 | $0 | $3,789 | 6 |
| MIKE HALLORAN | BOARD MEMBER | 1 | $1,800 | $1,575 | $0 | $3,375 | 7 |
| AMY JOHNSON | BOARD MEMBER | 1 | $1,800 | $1,550 | $0 | $3,350 | 7 |
| ANDREW STAAB | BOARD MEMBER | 1 | $1,700 | $1,450 | $0 | $3,150 | 2 |
| CAROL KETTNER | BOARD MEMBER | 1 | $1,650 | $1,150 | $0 | $2,800 | 2 |
| SARAH KRUGER | BOARD MEMBER | 1 | $1,500 | $1,250 | $0 | $2,750 | 2 |
| SHELLY KRAJACIC | BOARD MEMBER | 1 | $1,450 | $1,050 | $0 | $2,500 | 4 |
| PEGGY WIRTZ-OLSEN | BOARD MEMBER | 1 | $1,250 | $950 | $0 | $2,200 | 9 |
2022 · 18 people listed · 18 paid, $1.9M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Vaughn Vance | President & CEO | 10 | $0 | $369,128 | $67,158 | $436,286 | 2 |
| Michael Quist | Former CEO | 1 | $0 | $355,846 | $17,353 | $373,199 | 2 |
| Theresa Lowe | Chief Operating Officer | 10 | $0 | $261,050 | $54,089 | $315,139 | 2 |
| Bonni Fredrick | Vice President General Counsel | 10 | $0 | $229,237 | $50,024 | $279,261 | 2 |
| Dawn Witek | Controller | 10 | $0 | $213,699 | $52,709 | $266,408 | 2 |
| Barbara Ruegseggar | Corporate Secretary | 10 | $0 | $149,314 | $41,020 | $190,334 | 2 |
| Mary Theisen | Trustee, Chair | 2 | $0 | $11,718 | $0 | $11,718 | 2 |
| Margaret Guertler | Trustee, Vice Chair | 2 | $0 | $9,007 | $0 | $9,007 | 2 |
| Heather Mielke | Trustee, Secretary/Treasurer | 2 | $0 | $7,534 | $0 | $7,534 | 6 |
| Amy Johnson | Trustee | 1 | $0 | $6,806 | $0 | $6,806 | 7 |
| Mike Halloran | Trustee | 1 | $0 | $6,600 | $0 | $6,600 | 7 |
| Andrew Staab | Trustee | 1 | $0 | $6,250 | $0 | $6,250 | 2 |
| Sarah Kruger | Trustee | 1 | $0 | $5,700 | $0 | $5,700 | 2 |
| Carol Kettner | Trustee | 2 | $0 | $5,450 | $0 | $5,450 | 2 |
| Shelly Krajacic | Trustee | 1 | $0 | $5,250 | $0 | $5,250 | 4 |
| Daniel Weidner | Trustee | 1 | $0 | $3,025 | $0 | $3,025 | 2 |
| Peggy Wirtz Olsen | Trustee | 1 | $0 | $2,650 | $0 | $2,650 | 9 |
| David Kijek | Trustee | 0 | $300 | $0 | $0 | $300 | 1 |
2021 · 17 people listed · 17 paid, $1.9M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Michael Quist | Executive Director (until 10/31/2021) | 10 | $0 | $464,323 | $61,627 | $525,950 | 2 |
| Vaughn Vance | President (eff. 11/2021)/Vice President General Counsel (until 10/31/2021) | 10 | $0 | $326,944 | $64,106 | $391,050 | 2 |
| Theresa Lowe | Chief Operating Officer (eff. 11/2021) | 10 | $0 | $214,167 | $51,453 | $265,620 | 2 |
| Dawn Witek | Controller | 10 | $0 | $216,981 | $45,522 | $262,503 | 2 |
| Bonni Fredrick | Vice President General Counsel (eff. 11/2021) | 10 | $0 | $178,884 | $46,565 | $225,449 | 2 |
| Barbara Ruegseggar | Corporate Secretary | 10 | $0 | $152,780 | $48,130 | $200,910 | 2 |
| Mary Theisen | Trustee, Chair | 2 | $0 | $12,489 | $0 | $12,489 | 2 |
| Margaret Guertler | Trustee, Vice Chair | 2 | $0 | $7,939 | $0 | $7,939 | 2 |
| Heather Mielke | Trustee, Secretary/Treasurer | 2 | $0 | $7,085 | $0 | $7,085 | 6 |
| Amy Johnson | Trustee | 1 | $0 | $6,000 | $0 | $6,000 | 7 |
| Mike Halloran | Trustee | 2 | $0 | $5,375 | $0 | $5,375 | 7 |
| Daniel Weidner | Trustee | 1 | $0 | $5,075 | $0 | $5,075 | 2 |
| Andrew Staab | Trustee | 2 | $0 | $4,650 | $0 | $4,650 | 2 |
| Shelly Krajacic | Trustee | 1 | $0 | $4,600 | $0 | $4,600 | 4 |
| Carol Kettner | Trustee | 2 | $0 | $4,400 | $0 | $4,400 | 2 |
| Sarah Kruger | Trustee | 2 | $0 | $4,325 | $0 | $4,325 | 2 |
| David Kijek | Trustee | 2 | $1,000 | $0 | $0 | $1,000 | 1 |
2020 · 16 people listed · 16 paid, $1.3M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Michael Quist | Executive Director | 10 | $0 | $447,130 | $59,972 | $507,102 | 2 |
| Vaughn Vance | General Counsel | 10 | $0 | $271,030 | $61,356 | $332,386 | 2 |
| Dawn Witek | Controller | 10 | $0 | $184,682 | $52,094 | $236,776 | 2 |
| Barbara Ruegseggar | Corporate Secretary | 10 | $0 | $136,786 | $43,105 | $179,891 | 2 |
| Mary Theisen | Trustee, Chair | 2 | $0 | $11,256 | $0 | $11,256 | 2 |
| Margaret Guertler | Trustee, Vice Chairperson | 2 | $0 | $7,511 | $0 | $7,511 | 2 |
| Heather Mielke | Trustee/ Secretary-Treasurer | 2 | $0 | $7,236 | $0 | $7,236 | 6 |
| Amy Johnson | Trustee | 1 | $0 | $6,442 | $0 | $6,442 | 7 |
| Daniel Weidner | Trustee | 1 | $0 | $5,400 | $0 | $5,400 | 2 |
| Mike Halloran | Trustee | 2 | $0 | $5,225 | $0 | $5,225 | 7 |
| Carol Kettner | Trustee | 2 | $0 | $4,875 | $0 | $4,875 | 2 |
| Shelly Krajacic | Trustee | 1 | $0 | $4,600 | $0 | $4,600 | 4 |
| Sarah Kruger | Trustee | 2 | $0 | $4,400 | $0 | $4,400 | 2 |
| Andrew Staab | Trustee, Partial Year | 0 | $0 | $2,725 | $0 | $2,725 | 2 |
| Allen Knop | Trustee, Partial Year | 2 | $0 | $2,025 | $0 | $2,025 | 2 |
| David Kijek | Trustee | 2 | $950 | $0 | $0 | $950 | 1 |
2019 · 16 people listed · 16 paid, $1.3M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Michael Quist | Executive Director | 10 | $0 | $448,072 | $60,417 | $508,489 | 2 |
| Vaughn Vance | General Counsel | 10 | $0 | $266,094 | $58,801 | $324,895 | 2 |
| Dawn Witek | Controller | 10 | $0 | $188,099 | $51,443 | $239,542 | 2 |
| Barbara Ruegseggar | Corporate Secretary | 10 | $0 | $130,103 | $39,441 | $169,544 | 2 |
| Mary Theisen | Trustee, Chair | 2 | $0 | $9,628 | $0 | $9,628 | 2 |
| Margaret Guertler | Trustee, Vice Chair | 2 | $0 | $6,434 | $0 | $6,434 | 2 |
| Heather Mielke | Trustee, Secretary/Treasurer | 2 | $0 | $6,232 | $0 | $6,232 | 6 |
| Amy Johnson | Trustee | 1 | $0 | $5,811 | $0 | $5,811 | 7 |
| Daniel Weidner | Trustee | 1 | $0 | $4,550 | $0 | $4,550 | 2 |
| Carol Kettner | Trustee | 2 | $0 | $4,397 | $0 | $4,397 | 2 |
| Mike Halloran | Trustee | 2 | $0 | $4,397 | $0 | $4,397 | 7 |
| Allen Knop | Trustee | 2 | $0 | $3,950 | $0 | $3,950 | 2 |
| Sarah Kruger | Trustee | 2 | $0 | $3,450 | $0 | $3,450 | 2 |
| Susan Thomson | Trustee (Through June) | 0 | $0 | $1,225 | $0 | $1,225 | 2 |
| Shelly Krajacic | Trustee | 1 | $1,208 | $0 | $0 | $1,208 | 4 |
| David Kijek | Trustee | 2 | $1,150 | $0 | $0 | $1,150 | 1 |
2018 · 17 people listed · 17 paid, $1.3M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Michael Quist | CEO/President | 4 | $0 | $406,076 | $59,174 | $465,250 | 2 |
| Vaughn Vance | General Counsel/Vice President\Corporate Secretary | 4 | $0 | $217,528 | $55,085 | $272,613 | 2 |
| Dawn Witek | Controller and Treasurer | 4 | $0 | $160,467 | $43,854 | $204,321 | 2 |
| Mark Moody | Former CEO/President | 0 | $0 | $173,272 | $0 | $173,272 | 2 |
| Barbara Ruegsegger | Corporate Secretary | 4 | $0 | $92,932 | $37,443 | $130,375 | 2 |
| Mary Theisen | Trustee, Chair | 0 | $1,800 | $2,941 | $0 | $4,741 | 2 |
| Margaret Guertler | Trustee, Vice Chair | 0 | $1,231 | $1,816 | $0 | $3,047 | 2 |
| Heather Mielke | Trustee, Secretary/Treasurer | 0 | $1,231 | $1,666 | $0 | $2,897 | 6 |
| Dan Weidner | Trustee | 0 | $700 | $1,706 | $0 | $2,406 | 5 |
| Carol Kettner | Trustee | 0 | $800 | $1,332 | $0 | $2,132 | 2 |
| Amy Johnson | Trustee | 0 | $750 | $1,306 | $0 | $2,056 | 7 |
| Mike Halloran | Trustee | 0 | $800 | $1,225 | $0 | $2,025 | 7 |
| Allen Knop | Trustee | 0 | $400 | $1,075 | $0 | $1,475 | 2 |
| Sarah Kruger | Trustee | 0 | $400 | $631 | $0 | $1,031 | 2 |
| David Stella | Trustee (Through May 2018) | 0 | $250 | $600 | $0 | $850 | 2 |
| Shelly Krajacic | Trustee | 0 | $825 | $0 | $0 | $825 | 4 |
| David Kijek | Trustee | 0 | $500 | $0 | $0 | $500 | 1 |
2017 · 15 people listed · 4 paid, $1.2M · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Michael I Quist | CEO/President | 4 | $0 | $390,713 | $71,327 | $462,040 | 2 |
| Mark Moody | Former Executive Director | - | $0 | $336,821 | $0 | $336,821 | 2 |
| Vaughn Vance | General Counsel | 4 | $0 | $206,444 | $62,921 | $269,365 | 2 |
| Dawn Witek | Controller and Treasurer | 4 | $0 | $146,049 | $32,636 | $178,685 | 2 |
| Mary Theisen | Trustee, Chair | 0 | $0 | $0 | $0 | $0 | 2 |
| Margaret Guertler | Trustee, Vice Chair | 0 | $0 | $0 | $0 | $0 | 2 |
| Mike Halloran | Trustee | 0 | $0 | $0 | $0 | $0 | 7 |
| Amy Johnson | Trustee | 0 | $0 | $0 | $0 | $0 | 7 |
| Carol Kettner | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
| Heather Mielke | Trustee, Secretary/Treasurer | 0 | $0 | $0 | $0 | $0 | 6 |
| Allen Knop | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
| David Stella | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
| Dan Weidner | Trustee | 0 | $0 | $0 | $0 | $0 | 5 |
| Shelly Krajacic | Trustee | 0 | $0 | $0 | $0 | $0 | 4 |
| David Kijek | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 13 people listed · 3 paid, $1.2M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mark Moody | Executive Director | 4 | $0 | $411,140 | $92,889 | $504,029 | 2 |
| Michael I Quist | Controller | 4 | $0 | $340,029 | $80,001 | $420,030 | 2 |
| Vaughn Vance | General Counsel | 4 | $0 | $192,757 | $49,925 | $242,682 | 2 |
| Margaret Guertler | Trustee, Vice Chair | 0 | $0 | $0 | $0 | $0 | 2 |
| Mike Halloran | Trustee | 0 | $0 | $0 | $0 | $0 | 7 |
| Amy Johnson | Trustee | 0 | $0 | $0 | $0 | $0 | 7 |
| Carol Kettner | Trustee, Secretary/Treasurer | 0 | $0 | $0 | $0 | $0 | 2 |
| Shelly Krajacic | Trustee | 0 | $0 | $0 | $0 | $0 | 4 |
| Heather Mielke | Trustee - Secretary /Treasurer | 0 | $0 | $0 | $0 | $0 | 6 |
| Martin Preizler | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
| David Stella | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
| Mary Theisen | Trustee, Chair | 0 | $0 | $0 | $0 | $0 | 2 |
| Dan Weidner | Trustee | 0 | $0 | $0 | $0 | $0 | 5 |
2015 · 15 people listed · 3 paid, $1.2M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mark Moody | Executive Director | 4 | $0 | $427,803 | $119,148 | $546,951 | 2 |
| Michael I Quist | Controller | 4 | $0 | $289,742 | $105,011 | $394,753 | 2 |
| Vaughn Vance | General Counsel | 4 | $0 | $192,841 | $77,137 | $269,978 | 2 |
| Margaret Guertler | Trustee, Vice Chair | 0 | $0 | $0 | $0 | $0 | 2 |
| Mike Halloran | Trustee | 0 | $0 | $0 | $0 | $0 | 7 |
| Amy Johnson | Trustee | 0 | $0 | $0 | $0 | $0 | 7 |
| Suzanne Kahl | Trustee | 0 | $0 | $0 | $0 | $0 | 4 |
| Carol Kettner | Trustee, Secretary/Treasurer | 0 | $0 | $0 | $0 | $0 | 2 |
| Betsy Kippers | Trustee | 0 | $0 | $0 | $0 | $0 | 6 |
| Shelly Krajacic | Trustee | 0 | $0 | $0 | $0 | $0 | 4 |
| Heather Mielke | Trustee | 0 | $0 | $0 | $0 | $0 | 6 |
| Martin Preizler | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
| David Stella | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
| Mary Theisen | Trustee, Chair | 0 | $0 | $0 | $0 | $0 | 2 |
| Dan Weidner | Trustee | 0 | $0 | $0 | $0 | $0 | 5 |
2014 · 13 people listed · 3 paid, $1.2M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mark Moody | Executive Director | 4 | $0 | $458,451 | $110,750 | $569,201 | 2 |
| Michael I Quist | Controller | 4 | $0 | $272,131 | $89,038 | $361,169 | 2 |
| Vaughn Vance | General Counsel/Assistant Secretary | 4 | $0 | $178,017 | $68,500 | $246,517 | 2 |
| Margaret Guertler | Trustee, Vice Chair | 0 | $0 | $0 | $0 | $0 | 2 |
| Amy Johnson | Trustee | 0 | $0 | $0 | $0 | $0 | 7 |
| Suzanne Kahl | Trustee | 0 | $0 | $0 | $0 | $0 | 4 |
| Carol Kettner | Trustee, Secretary/Treasurer | 0 | $0 | $0 | $0 | $0 | 2 |
| Betsy Kippers | Trustee | 0 | $0 | $0 | $0 | $0 | 6 |
| Heather Mielke | Trustee | 0 | $0 | $0 | $0 | $0 | 6 |
| Shelly Moore | Trustee | 0 | $0 | $0 | $0 | $0 | 7 |
| David Stella | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
| Mary Theisen | Trustee, Chair | 0 | $0 | $0 | $0 | $0 | 2 |
| Dan Weidner | Trustee | 0 | $0 | $0 | $0 | $0 | 5 |
2013 · 15 people listed · 4 paid, $1.3M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mark Moody | Executive Director | 4 | $0 | $427,317 | $156,112 | $583,429 | 2 |
| Michael I Quist | Controller | 4 | $0 | $253,234 | $101,325 | $354,559 | 2 |
| Vaughn Vance | General Counsel/Assistant Secretary | 4 | $0 | $154,351 | $72,141 | $226,492 | 2 |
| Michael Stoll | General Counsel/Assistant Secretary | 4 | $0 | $95,140 | $5,448 | $100,588 | 2 |
| Patricia Barrette | Trustee | 0 | $0 | $0 | $0 | $0 | 4 |
| Lisa Glaser | Trustee | 0 | $0 | $0 | $0 | $0 | 5 |
| Margaret Guertler | Trustee, Vice Chair | 0 | $0 | $0 | $0 | $0 | 2 |
| Amy Johnson | Trustee | 0 | $0 | $0 | $0 | $0 | 7 |
| Suzanne Kahl | Trustee | 0 | $0 | $0 | $0 | $0 | 4 |
| Carol Kettner | Trustee, Secretary/Treasurer | 0 | $0 | $0 | $0 | $0 | 2 |
| Betsy Kippers | Trustee | 0 | $0 | $0 | $0 | $0 | 6 |
| Heather Mielke | Trustee | 0 | $0 | $0 | $0 | $0 | 6 |
| Shelly Moore | Trustee | 0 | $0 | $0 | $0 | $0 | 7 |
| Mary Theisen | Trustee, Chair | 0 | $0 | $0 | $0 | $0 | 2 |
| Dan Weidner | Trustee | 0 | $0 | $0 | $0 | $0 | 5 |
2012 · 14 people listed · 4 paid, $1.3M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mark Moody | Executive Director | 4 | $0 | $426,996 | $138,590 | $565,586 | 2 |
| Michael I Quist | Controller | 4 | $0 | $219,875 | $89,173 | $309,048 | 2 |
| Michael Stoll | General Counsel/Assistant Secretary | 4 | $0 | $207,057 | $92,129 | $299,186 | 2 |
| Fred Evert | Executive Director Retired 8/20/2010 | 0 | $0 | $161,478 | $0 | $161,478 | 2 |
| Patricia Barrette | Trustee | 0 | $0 | $0 | $0 | $0 | 4 |
| Lisa Glaser | Trustee | 0 | $0 | $0 | $0 | $0 | 5 |
| Margaret Guertler | Trustee, Vice Chair | 0 | $0 | $0 | $0 | $0 | 2 |
| Amy Johnson | Trustee | 0 | $0 | $0 | $0 | $0 | 7 |
| Suzanne Kahl | Trustee | 0 | $0 | $0 | $0 | $0 | 4 |
| Carol Kettner | Trustee, Secretary/Treasurer | 0 | $0 | $0 | $0 | $0 | 2 |
| Heather Mielke | Trustee | 0 | $0 | $0 | $0 | $0 | 6 |
| Shelly Moore | Trustee | 0 | $0 | $0 | $0 | $0 | 7 |
| Mary Theisen | Trustee, Chair | 0 | $0 | $0 | $0 | $0 | 2 |
| Dan Weidner | Trustee | 0 | $0 | $0 | $0 | $0 | 5 |
2011 · 17 people listed · 4 paid, $1.1M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mark Moody | Executive Director | 40 | $0 | $374,118 | $99,260 | $473,378 | 2 |
| Michael Stoll | General Counsel/Assistant Secretary | 40 | $0 | $204,759 | $97,298 | $302,057 | 2 |
| Michael I Quist | Controller | 40 | $0 | $144,591 | $50,938 | $195,529 | 2 |
| Fred Evert | Executive Director Retired 8/20/2010 | 0 | $0 | $151,806 | $19,912 | $171,718 | 2 |
| Patricia Barrette | Trustee | 3 | $0 | $0 | $0 | $0 | 4 |
| Lisa Glaser | Trustee | 3 | $0 | $0 | $0 | $0 | 5 |
| Margaret Guertler | Trustee, Vice Chair | 3 | $0 | $0 | $0 | $0 | 2 |
| Dennis Hortum | Trustee | 3 | $0 | $0 | $0 | $0 | 2 |
| Amy Johnson | Trustee | 3 | $0 | $0 | $0 | $0 | 7 |
| Suzanne Kahl | Trustee | 3 | $0 | $0 | $0 | $0 | 4 |
| Carol Kettner | Trustee, Secretary/Treasurer | 3 | $0 | $0 | $0 | $0 | 2 |
| Connie Martin | Trustee | 3 | $0 | $0 | $0 | $0 | 6 |
| Heather Mielke | Trustee | 3 | $0 | $0 | $0 | $0 | 6 |
| Shelly Moore | Trustee | 3 | $0 | $0 | $0 | $0 | 7 |
| William Roberts | Trustee | 3 | $0 | $0 | $0 | $0 | 2 |
| Mary Theisen | Trustee, Chair | 3 | $0 | $0 | $0 | $0 | 2 |
| Dan Weidner | Trustee | 3 | $0 | $0 | $0 | $0 | 5 |
2010 · 19 people listed · 6 paid, $1.6M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Fred Evert | Executive Director Retired 8/20/2010 | 40 | $0 | $316,039 | $98,866 | $414,905 | 2 |
| Mark Moody | Executive Director | 40 | $0 | $272,352 | $97,703 | $370,055 | 2 |
| Paul Lefebvre | Controller Retired 9/15/2010 | 40 | $0 | $217,654 | $66,704 | $284,358 | 2 |
| Michael Stoll | General Counsel/Assistant Secretary | 40 | $0 | $189,207 | $82,790 | $271,997 | 2 |
| Carol Peirick | Interim Controller | 40 | $0 | $132,273 | $48,520 | $180,793 | 2 |
| Alison Lindsay Mares | Assistant Secretary Retired 3/02/2010 | 40 | $0 | $36,705 | $10,659 | $47,364 | 1 |
| William Roberts | Trustee, Chair | 3 | $0 | $0 | $0 | $0 | 2 |
| Mary Theisen | Trustee, Vice Chair | 3 | $0 | $0 | $0 | $0 | 2 |
| Margaret Guertler | Trustee, Sec/Treas | 3 | $0 | $0 | $0 | $0 | 2 |
| Dennis Hortum | Trustee | 3 | $0 | $0 | $0 | $0 | 2 |
| Amy Johnson | Trustee | 3 | $0 | $0 | $0 | $0 | 7 |
| Suzanne Kahl | Trustee | 3 | $0 | $0 | $0 | $0 | 4 |
| Carol Kettner | Trustee | 3 | $0 | $0 | $0 | $0 | 2 |
| Connie Martin | Trustee | 3 | $0 | $0 | $0 | $0 | 6 |
| Heather Mielke | Trustee | 3 | $0 | $0 | $0 | $0 | 6 |
| Shelly Moore | Trustee | 3 | $0 | $0 | $0 | $0 | 7 |
| Dan Weidner | Trustee | 3 | $0 | $0 | $0 | $0 | 5 |
| Dennis Tietge | Trustee | 3 | $0 | $0 | $0 | $0 | 2 |
| Mary Bell | Trustee | 3 | $0 | $0 | $0 | $0 | 6 |
Highest-paid independent contractors
2024 · 1 contractor · $774K
| Name | Location | Service | Paid |
|---|---|---|---|
| WEA INSURANCE CORPORATION | MADISON, WI | ADMINISTRATIVE SERVICES | $774,000 |
2023 · 1 contractor · $689K
| Name | Location | Service | Paid |
|---|---|---|---|
| WEA INSURANCE CORPORATION | MADISON, WI | ADMINISTRATIVE SERVICES | $688,618 |
2015 · 3 contractors · $978K
| Name | Location | Service | Paid |
|---|---|---|---|
| WEA Insurance Corporation | Madison, WI | Administrative Services | $573,480 |
| Dewitt Ross & Stevens | Madison, WI | Legal services | $299,683 |
| Survey & Ballot Systems Inc | Eden Prairie, MN | Election Services | $105,298 |
2014 · 4 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| WEA Insurance Corporation | Madison, WI | Administrative Services | $1,039,344 |
| Dewitt Ross & Stevens | Madison, WI | Legal services | $372,003 |
| Survey & Ballot Systems Inc | Eden Prairie, MN | Election Services | $116,501 |
| Holton Brothers Inc | Grafton, WI | Building maintenance | $112,350 |
2013 · 3 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| WEA Insurance Corporation | Administrative Services | $878,346 | |
| Dewitt Ross & Stevens | Legal services | $507,466 | |
| Ernst & Young LLP | Accounting services | $112,500 |
2012 · 2 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| WEA Insurance Corporation | Madison, WI | Administrative Services | $1,300,408 |
| Dewitt Ross & Stevens | Madison, WI | Legal services | $348,920 |
2011 · 2 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| WEA Insurance Corporation | Madison, WI | Administrative Services | $1,444,869 |
| Holt Smith Advisors | Madison, WI | Investment advisory fees | $106,617 |
2010 · 2 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| WEA Insurance Corporation | Madison, WI | Administrative Services | $1,249,784 |
| Healthways Inc | Atlanta, GA | Administration 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| -$2,560,700 | $880,434 | $106,791,222 | $104,906,638 | $0 | $0 | $323,344 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $269,121 | $868,111 | $123,391,637 | $121,431,417 | $0 | $0 | $421,959 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| -$1,135,972 | $791,853 | $76,116,060 | $68,105,114 | $0 | $0 | $17,802 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| -$6,610,775 | $973,647 | $221,677,114 | $216,581,403 | $0 | $0 | $18,683 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $3,750,958 | $1,003,301 | $283,754,418 | $276,179,478 | $0 | $0 | $4,170 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $3,767,866 | $1,878,966 | $227,521,208 | $220,426,170 | $0 | $866,126 | $2,358 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $217,180,325 | $216,194,037 | $235,238,758 | $199,310,146 | $0 | $214,939,905 | $9,687 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $360,752,027 | $333,704,451 | $247,545,560 | $210,295,194 | $0 | $331,952,731 | $0 | 0 | 11 |
| 2016 · Form 990 | ||||||||
| $339,872,609 | $334,158,138 | $234,896,440 | $181,230,743 | $0 | $332,258,498 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $304,240,916 | $363,126,763 | $234,146,469 | $175,208,179 | $0 | $362,042,691 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $352,664,352 | $400,913,409 | $317,879,151 | $235,952,005 | $0 | $398,202,510 | $0 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $378,290,206 | $408,672,790 | $359,073,821 | $283,370,669 | $0 | $404,768,903 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $630,194,806 | $634,673,861 | $396,563,895 | $312,854,549 | $0 | $633,459,090 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $782,535,366 | $784,328,110 | $402,741,019 | $316,660,316 | $0 | $781,699,146 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $858,307,949 | $856,692,043 | $387,956,518 | $318,453,060 | $0 | $855,561,629 | $0 | 0 | 0 |
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.
- WEA INSURANCE CORPORATION Madison, WI · 13 people in common (Amy Johnson, Andrew Staab, Barb Ruegsegger) · related organization (Schedule R)
- WISCONSIN EDUCATION ASSOCIATION COUNCIL Madison, WI · 5 people in common (Amy Johnson, Heather Mielke, Mike Halloran)
- WISCONSIN EDUCATION ASSOCIATION Madison, WI · 5 people in common (Amy Johnson, Heather Mielke, Mike Halloran)
- WISCONSIN EDUCATION ASSOCIATION PROFESSIONAL DEVELOPMENT ACADEMY I Madison, WI · 2 people in common (Heather Mielke, Peggy Wirtz-Olsen)
- MILWAUKEE TEACHERS EDUCATION ASSOCIATION Milwaukee, WI · 1 person in common (Amy Johnson)
- WEAC REGION 7 Brookfield, WI · 1 person in common (Mike Halloran)
- NATIONAL COUNCIL OF STATE EDUCATION ASSOCIATION Washington, DC · 1 person in common (Peggy Wirtz-Olsen)
- GREAT LAKES CENTER FOR EDUCATION RESEARCH AND PRACTICE Grand Rapids, MI · 1 person in common (Peggy Wirtz-Olsen)
- WEA MEMBER BENEFITS FOUNDATION INC Madison, WI · 1 person in common (Peggy Wirtz-Olsen)
- MTEA PARTICIPANTS' VEBA TRUST Franklin, WI · 1 person in common (Amy Johnson)
- CEDAR LAKE UNITED EDUCATORS BUILDING Brookfield, WI · 1 person in common (Mike Halloran)
- HAROLD S VINCENT SCHOLARSHIP FUND INC Milwaukee, WI · 1 person in common (Amy Johnson)
- WEAC REGION 2 BUILDING CORPORATION Stevens Point, WI · 1 person in common (Peggy Wirtz-Olsen)
- NORTH SHORE UNITED EDUCATORS Madison, WI · 1 person in common (Mike Halloran)
- SOUTHERN LAKES UNITED EDUCATORS Burlington, WI · 1 person in common (Heather Mielke)
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
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| AVIATION INSURANCE ASSOCIATION EDUCATION FOUNDATION | KY | T90 | $5 | $7,450 | DIRECTOR | $0 | Similar name, revenue within 5x |
| WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND | WI | Not reported | $24,487,237 | $24,425,902 | TRUSTEE | $6,000 | Similar name, revenue differs more than 10x, same state |
| WISCONSIN INMATE EDUCATION ASSOCIATION INC | WI | X20 | $568,304 | $527,794 | EXECUTIVE DIRECTOR | $128,595 | Similar name, revenue differs more than 10x, same state |
| WISCONSIN ART EDUCATION ASSOCIATION | WI | Not reported | $68,192 | $75,646 | PAST PRESIDE | $0 | Similar name, revenue differs more than 10x, same state |
| WISCONSIN AUTOMOBILE & TRUCK EDUCATION ASSOCIATION INC | WI | B19 | $685,146 | $621,043 | EXECUTIVE DIRECTOR | $80,925 | Similar name, revenue differs more than 10x, same state |
| WISCONSIN RESTAURANT ASSOCIATION EDUCATION FOUNDATION INC | WI | Not reported | $1,025,309 | $917,043 | SECRETARY, PRESIDENT & CEO | $218,226 | Similar name, revenue differs more than 10x, same state |
| WISCONSIN TECHNOLOGY EDUCATION ASSOCIATION INC | WI | Not reported | $137,017 | $123,904 | President | $0 | Similar name, revenue differs more than 10x, same state |
| WISCONSIN EDUCATIONAL MEDIA ASSOCIATION INC | WI | A30 | $194,182 | $158,988 | PRESIDENT | $0 | Similar name, revenue differs more than 10x, same state |
| WISCONSIN ASSOCIATION FOR BILINGUAL EDUCATION INC | WI | B01 | $9,158 | $10,310 | MEMBER AT LARGE | $0 | Similar name, revenue differs more than 10x, same state |
| WISCONSIN EDUCATION ASSOCIATION COUNCIL | WI | Not reported | $88,842 | $35,156 | PRESIDENT | $0 | Similar name, revenue differs more than 10x, same state |
| WISCONSIN RETIRED EDUCATORS ASSOCIATION INC | WI | Not reported | $385,114 | $361,117 | EXECUTIVE DI | $78,208 | Similar name, revenue differs more than 10x, same state |
| WISCONSIN EDUCATION ASSOCIATION | WI | Not reported | $486,799 | $460,039 | EXECUTIVE DIRECTOR | $285,401 | Similar name, revenue differs more than 10x, same state |
| WISCONSIN EDUCATION ASSOCIATION COUNCIL | WI | Not reported | $11,215,974 | $12,305,107 | EXECUTIVE DIRECTOR | $285,401 | Similar name, revenue differs more than 10x, same state |
| WISCONSIN WIC ASSOCIATION INC | WI | P40 | $14,894 | $12,102 | PAST CHAIRPE | $0 | Similar name, revenue differs more than 10x, same state |
| INSURANCE EDUCATIONAL ASSOCIATION | CA | Not reported | $374,752 | $54,051 | PRESIDENT & CEO | $104,070 | Similar name, revenue differs more than 10x |
| EDUCATORS MUTUAL INSURANCE ASSOCIATION | UT | Not reported | $62,390,985 | $45,889,175 | Chief Executive Officer | $838,739 | Similar name, revenue differs more than 10x |
| WISCONSIN EDUCATION ASSOCIATION COUNCIL- | WI | Not reported | $0 | $0 | PRESIDENT | $0 | Similar name, same state |
| WISCONSIN TRIO ASSOCIATION INC | WI | B40 | $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).
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
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $880,434 | 100% |
2023 · Form 990 · $868,111 spent · pay $0 · grants $0 · events $79,486
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $868,111 | 100% |
2022 · Form 990 · $791,853 spent · pay $17,802 · grants $12,500 · events $83,505
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $791,853 | 100% |
2021 · Form 990 · $973,647 spent · pay $18,683 · grants $114,500 · events $89,329
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $973,647 | 100% |
2020 · Form 990 · $1,003,301 spent · pay $4,170 · grants $20,000 · events $64,229
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $1,003,301 | 100% |
2019 · Form 990 · $1,878,966 spent · pay $2,358 · grants $0 · events $74,647
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $1,878,966 | 100% |
2018 · Form 990 · $216,194,037 spent · pay $9,687 · grants $0 · events $126,753
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $216,194,037 | 100% |
2017 · Form 990 · $333,704,451 spent · pay $0 · grants $0 · events $14,912
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $333,704,451 | 100% |
2016 · Form 990 · $334,158,138 spent · pay $0 · grants $0 · events $5,395
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $334,158,138 | 100% |
2015 · Form 990 · $363,126,763 spent · pay $0 · grants $0 · events $8,330
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $363,126,763 | 100% |
2014 · Form 990 · $400,913,409 spent · pay $0 · grants $0 · events $6,290
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $400,913,409 | 100% |
2013 · Form 990 · $408,672,790 spent · pay $0 · grants $0 · events $7,575
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $408,672,790 | 100% |
2012 · Form 990 · $634,673,861 spent · pay $0 · grants $0 · events $13,705
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $634,673,861 | 100% |
2011 · Form 990 · $784,328,110 spent · pay $0 · grants $0 · events $8,735
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $784,328,110 | 100% |
2010 · Form 990 · $856,692,043 spent · pay $0 · grants $0 · events $46,723
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $856,692,043 | 100% |
Comments