Wisconsin Education Association Insurance Trust logo

Wisconsin Education Association Insurance Trust

Public charity · Grantmaker Madison, WI EIN: 39-1142212 Website

Ensuring peace of mind along the healthcare journey through compassionate employees who proudly deliver exceptional services.

Key facts about Wisconsin Education Association Insurance Trust

In short: Wisconsin Education Association Insurance Trust gave $37K across 1 grant in 2024 (avg $37K), mostly in Wisconsin. Source: 2024 IRS Form 990.

EIN
39-1142212
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$36,500
Grants made (2024)
1
Average grant
$36,500
Median grant
$36,500
Total assets
$106,791,222
Primary geography
Wisconsin (100% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · View filing

Total Assets

$106.8M

-13.5% YoY

Annual Giving

$37K

Grant Count

1

Avg Grant Size

$37K

How Wisconsin Education Association Insurance Trust gives

  • Giving fell 66% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

About Wisconsin Education Association Insurance Trust

Based on IRS filings

Wisconsin Education Association Insurance Trust is a public charity, based in Madison, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $106.8M in total assets. In 2024, it awarded 1 grant totaling $37K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Madison

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2020 2 grants2021 1 grant2022 0 grants2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $6K (2022) to $107K (2021). In 2024 it made 1 grant totaling $37K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Wisconsin Member Benefits Trust: $37KWisconsin Member BenefitsTrust$37K

The largest 2024 recipient was Wisconsin Member Benefits Trust ($37K).

Grant Size Distribution

5 grants across all recorded years

4<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Wisconsin Member Benefits Trust Madison, WITo support members of wea and the educators in the state of Wisconsin$36,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$2M$4M$6M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$106,791,222$123,391,637$76,116,060
Revenue$-2,560,700$269,121$-1,135,972
Expenses$880,434$868,111$791,853
Net Investment Income$-2,560,939$264,841$-1,143,462

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 12, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 7, 2023)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS May 15, 2025)
  5. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Wisconsin Education Association Insurance Trust is led by Vaughn Vance, President & CEO since 2022 (on filings since 2020); all 13 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Vaughn Vance

    President & CEO

    General Counsel → President & Vice President General Counsel, 2021

    President & Vice President General Counsel → President & CEO, 2022

    On filings since 2020

    20 hrs/week

    $199K (2023) → $208K (2024)

  • Mary Theisen

    Board Member & Chair

    Trustee & Chair → Board Member & Chair, 2023

    On filings since 2020

    2.3 hrs/week

    $4K (2023) → $3K (2024)

  • Amy Johnson

    Board Member

    Trustee → Board Member, 2023

    On filings since 2020

    1.3 hrs/week

    $2K (2023) → $1K (2024)

  • Andrew Staab

    Board Member

    Trustee & Partial Year → Trustee, 2021

    Trustee → Board Member, 2023

    On filings since 2020

    1.3 hrs/week

    $2K (2023) → $900 (2024)

  • Carol Kettner

    Board Member

    Trustee → Board Member, 2023

    On filings since 2020

    1.3 hrs/week

    $2K (2023) → $1K (2024)

  • Heather Mielke

    Board Member, Secretary & Treasurer

    Trustee & Secretary-Treasurer → Trustee, Secretary & Treasurer, 2021

    Trustee, Secretary & Treasurer → Board Member, Secretary & Treasurer, 2023

    On filings since 2020

    2.3 hrs/week

    $2K (2023) → $2K (2024)

  • Margaret Guertler

    Board Member & Vice Chair

    Trustee & Vice Chairperson → Trustee & Vice Chair, 2021

    Trustee & Vice Chair → Board Member & Vice Chair, 2023

    On filings since 2020

    2.3 hrs/week

    $3K (2023) → $3K (2024)

  • Mike Halloran

    Board Member

    Trustee → Board Member, 2023

    On filings since 2020

    1.3 hrs/week

    $2K (2023) → $1K (2024)

  • Sarah Kruger

    Board Member

    Trustee → Board Member, 2023

    On filings since 2020

    1.3 hrs/week

    $2K (2023) → $950 (2024)

  • Shelly Krajacic

    Board Member

    Trustee → Board Member, 2023

    On filings since 2020

    1.3 hrs/week

    $1K (2023) → $1K (2024)

  • Barb Ruegsegger

    Vice President & Corporate Secretary

    On filings since 2023

    20 hrs/week

    $88K (2023) → $89K (2024)

  • Peggy Wirtz-Olsen

    Board Member

    On filings since 2023

    1.3 hrs/week

    $1K (2023) → $950 (2024)

  • Jim Krueger

    Controller & Corporate Treasurer

    New on the 2024 filing

    9.5 hrs/week

    $11K (2024)

Former officers (9)
  • Former: Dawn Witek (2020–2023) — Vice President of Finance & Accounting
  • Former: Barbara Ruegseggar (2020–2022) — Corporate Secretary
  • Former: Daniel Weidner (2020–2022) — Trustee
  • Former: David Kijek (2020–2022) — Trustee
  • Former: Michael Quist (2020–2022) — Former CEO
  • Former: Bonni Fredrick (2021–2022) — Vice President General Counsel
  • Former: Theresa Lowe (2021–2022) — Chief Operating Officer
  • Former: Peggy Wirtz Olsen (2022) — Trustee
  • Former: Allen Knop (2020) — Trustee & Partial Year

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Vaughn Vance — President & CEO: $208KVaughn VancePresident & CEO$208KBarb Ruegsegger — Vice President & Corporate Secretary: $89KBarb RuegseggerVice President & Corporate…$89KJim Krueger — Controller & Corporate Treasurer: $11KJim KruegerController & Corporate Treasurer$11KMary Theisen — Board Member, Chair: $3KMary TheisenBoard Member, Chair$3KMargaret Guertler — Board Member, Vice Chair: $3KMargaret GuertlerBoard Member, Vice Chair$3KHeather Mielke — Board Member, Secretary/Treasurer: $2KHeather MielkeBoard Member…$2KMike Halloran — Board Member: $1KMike HalloranBoard Member$1KAmy Johnson — Board Member: $1KAmy JohnsonBoard Member$1KCarol Kettner — Board Member: $1KCarol KettnerBoard Member$1KShelly Krajacic — Board Member: $1KShelly KrajacicBoard Member$1KPeggy Wirtz-Olsen — Board Member: $950Peggy Wirtz-OlsenBoard Member$950Sarah Kruger — Board Member: $950Sarah KrugerBoard Member$950Andrew Staab — Board Member: $900Andrew StaabBoard Member$900

The highest reported compensation on the 2024 filing was $208K, to Vaughn Vance (President & CEO). 13 officers or directors reported compensation on that filing.

Frequently asked questions about Wisconsin Education Association Insurance Trust

How much does Wisconsin Education Association Insurance Trust give each year?

Wisconsin Education Association Insurance Trust gave $37K across 1 grant in 2024, according to its 2024 IRS Form 990.

How large is Wisconsin Education Association Insurance Trust?

Wisconsin Education Association Insurance Trust reported $106.8M in total assets on its 2024 IRS Form 990.

Where does Wisconsin Education Association Insurance Trust operate?

Wisconsin Education Association Insurance Trust has awarded grants in Wisconsin.

What is Wisconsin Education Association Insurance Trust's EIN?

Wisconsin Education Association Insurance Trust's EIN (Employer Identification Number) is 39-1142212. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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