Wisconsin Education Association Insurance Trust
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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
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2024 recipient was Wisconsin Member Benefits Trust ($37K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wisconsin Member Benefits Trust Madison, WI | To support members of wea and the educators in the state of Wisconsin | $36,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
- Updated Form 990 for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 7, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 15, 2025)
- 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
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.
Here's the math on researching Wisconsin Education Association Insurance Trust by hand.
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