WISCONSIN TRUST ACCOUNT FOUNDATION INC (EIN 391555465) - Form 990 Financial Analysis & Trantor Score

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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

1986

Legal Domicile

Principal Officer

TIM SEIDEL

Phone

6082576845

Tax Period

2024-01-01 to 2024-12-31

WISCONSIN TRUST ACCOUNT FOUNDATION INC, founded in 1986, is a mid-sized nonprofit in the Crime & Legal sector that reported $11.1M in total revenue in fiscal year 2024. Expenses of $9.5M left a modest 14% surplus.

Mission

THE WISCONSIN TRUST ACCOUNT FOUNDATION WORKS WITH CIVIL LEGAL AID ORGANIZATIONS IN WISCONSIN TO INCREASE ACCESS TO JUSTICE. WE OVERSEE FUNDS AND INVEST IN SERVICES AND PROJECTS TO HELP PEOPLE RESOLVE LEGAL PROBLEMS.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,557,663

Program Service Revenue $6,368,263

Investment Income $193,446

Other Revenue $1,636

TOTAL REVENUE $11,121,008

Expense Breakdown

Grants Paid $8,796,804

Salaries & Benefits $547,956

Fundraising Expenses $7,697

Program Expenses $9,179,447

Other Expenses $192,370

TOTAL EXPENSES $9,537,130

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,121,008	$10,915,116	+0.0%
Expenses	$9,537,130	$9,645,334	0.0%
Net Income	$1,583,878	$1,269,782	+0.2%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$180,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HON JOANNE KLOPPENBURG	CHAIRPERSON (THRU 06/24)	0.50	Officer Director	$0	$0	$0
JERRY VANG	VICE CHAIRPERSON (THRU 06/24)	0.50	Officer Director	$0	$0	$0
MICHELLE KNUTSON	TREASURER (THRU 06/24)	0.50	Officer Director	$0	$0	$0
TIM SEIDEL	TREASURER	1.00	Officer Director	$0	$0	$0
BASIL BUCHKO	DIRECTOR	1.00	Director	$0	$0	$0
GLENN DAHL	DIRECTOR	1.00	Director	$0	$0	$0
HON SANDRA GIERNOTH	DIRECTOR	1.00	Director	$0	$0	$0
HON RACHEL GRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
HON SHELLY GROGAN	DIRECTOR	1.00	Director	$0	$0	$0
ROCHELLE JOHNSON-BENT	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA KINDKEPPEL	DIRECTOR	1.00	Director	$0	$0	$0
DEANNE KOLL	DIRECTOR	1.00	Director	$0	$0	$0
DEANGELA MONIQUE LUNA	DIRECTOR	1.00	Director	$0	$0	$0
ANNA MUNOZ	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY RADELET	DIRECTOR (THRU 06/24)	0.50	Director	$0	$0	$0
JAMIE SCHAEFER	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK STERTZ	DIRECTOR	1.00	Director	$0	$0	$0
ATTY APRIL TOY	DIRECTOR	1.00	Director	$0	$0	$0
MITCH	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA MURRAY	EXECUTIVE DIRECTOR	40.00	Officer	$162,970	$17,780	$180,750
JEFFREY BROWN	GRANTS PROGRAM MANAGER	40.00	Highest	$101,431	$27,420	$128,851

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	$11,121,008	$9,537,130	$9,227,968	$1,583,878
2023	$10,915,116	$9,645,334	$5,336,577	$1,269,782
2022	$3,801,162	$4,721,009	$3,979,939	$-919,847
2021	$2,869,103	$3,457,650	$4,833,705	$-588,547
2020	$2,893,054	$3,346,427	$5,321,870	$-453,373
2019	$3,251,142	$3,235,481	$6,001,765	$15,661
2018	$2,275,515	$3,036,630	$7,695,840	$-761,115

WISCONSIN TRUST ACCOUNT FOUNDATION INC