WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST

EIN: 391142212

MADISON, WI

Total Revenue
$269,121
Total Expenses
$868,111
Total Assets
$123,391,637
Net Assets
$121,431,417
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1970
Legal Domicile
WI
Principal Officer
VAUGHN VANCE
Phone
8002794000
Tax Period
2023-01-01 to 2023-12-31

WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST, founded in 1970, is a small nonprofit that reported $269K in total revenue in fiscal year 2023. Expenses of $868K exceeded revenue, resulting in a 223% operating deficit.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $264,841
Other Revenue $4,280
TOTAL REVENUE $269,121

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $868,111
TOTAL EXPENSES $868,111

Year-over-Year Comparison

2023 2022 Change
Revenue $269,121 $-1,135,972 -1.2%
Expenses $868,111 $791,853 +0.1%
Net Income $-598,990 $-1,927,825 -0.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$980,323
Total Directors
10
$34,570
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
VAUGHN VANCE PRESIDENT & CEO 20.00
Officer
$199,191 $63,388 $461,770
DAWN WITEK VP OF FINANCE & ACCOUNTING 20.00
Officer
$114,728 $17,628 $281,376
BARB RUEGSEGGER VP & CORPORATE SECRETARY 20.00
Officer
$88,323 $46,086 $222,732
MARY THEISEN BOARD MEMBER, CHAIR 2.25
Officer Director
$3,514 $0 $6,003
MARGARET GUERTLER BOARD MEMBER, VICE CHAIR 2.25
Officer Director
$2,864 $0 $4,653
HEATHER MIELKE BOARD MEMBER, SECRETARY/TREASURER 2.25
Officer Director
$2,189 $0 $3,789
AMY JOHNSON BOARD MEMBER 1.25
Director
$1,800 $0 $3,350
MIKE HALLORAN BOARD MEMBER 1.25
Director
$1,800 $0 $3,375
ANDREW STAAB BOARD MEMBER 1.25
Director
$1,700 $0 $3,150
CAROL KETTNER BOARD MEMBER 1.25
Director
$1,650 $0 $2,800
SARAH KRUGER BOARD MEMBER 1.25
Director
$1,500 $0 $2,750
SHELLY KRAJACIC BOARD MEMBER 1.25
Director
$1,450 $0 $2,500
PEGGY WIRTZ-OLSEN BOARD MEMBER 1.25
Director
$1,250 $0 $2,200
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $269,121 $868,111 $123,391,637 $-598,990
2022 $-1,135,972 $791,853 $76,116,060 $-1,927,825
2021 $-6,610,775 $973,647 $221,677,114 $-7,584,422
2020 $3,750,958 $1,003,301 $283,754,418 $2,747,657
2019 $3,767,866 $1,878,966 $227,521,208 $1,888,900
2018 $217,180,325 $216,194,037 $235,238,758 $986,288
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