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Nonprofiteer
← WISCONSIN TRUST ACCOUNT FOUNDATION

Form 990 for tax year 2022

Filed by WISCONSIN TRUST ACCOUNT FOUNDATION.

Totals

Total revenue
$3,801,162
Total expenses
$4,721,009
Contributions and grants received
$1,820,049
Grants paid
$4,075,944
Program service revenue
$1,943,334
Investment income
$37,773
Other revenue
$6
Total assets, end of year
$3,979,939
Total liabilities, end of year
$375,950
Net assets or fund balances, end of year
$3,603,989
Program services expenses (Part IX)
$4,385,056
Management and general expenses
$328,760
Fundraising expenses
$7,193
Program service expenses (Part III)
$4,385,056

Program services were 92.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $1,819,777

  • 1f · All other contributions, gifts and grants

    $272

  • 2a · Program service revenue: TRUST ACCOUNT INTEREST INCOME

    total $908,767 · related or exempt $908,767

  • 2b · Program service revenue: ATTORNEY ASSESSMENTS

    total $908,450 · related or exempt $908,450

  • 2c · Program service revenue: PRO HAC VICE FEES

    total $85,100 · related or exempt $85,100

  • 2d · Program service revenue: CY PRES AWARDS

    total $41,017 · related or exempt $41,017

  • 3 · Investment income

    total $69,951 · excluded $69,951

  • 7a · Gross sales of assets other than inventory

    securities $1,483,772

  • 7b · Less cost or other basis and sales expenses

    securities $1,515,950

  • 7c · Gain or loss

    securities -$32,178

  • 7d · Net gain or loss

    total -$32,178 · excluded -$32,178

  • 11d · All other revenue

    total $6 · excluded $6

  • 11e · Other revenue, total

    $6

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,075,944 · program services $4,075,944

  • 5 · Compensation of officers, directors and key employees

    total $139,328 · program services $72,306 · management and general $65,236 · fundraising $1,786

  • 7 · Other salaries and wages

    total $187,382 · program services $97,245 · management and general $87,736 · fundraising $2,401

  • 8 · Pension plan contributions

    total $32,247 · program services $16,906 · management and general $14,928 · fundraising $413

  • 9 · Other employee benefits

    total $9,603 · program services $5,035 · management and general $4,445 · fundraising $123

  • 10 · Payroll taxes

    total $26,946 · program services $14,216 · management and general $12,372 · fundraising $358

  • 11b · Fees: legal

    total $62,527 · program services $8,634 · management and general $53,893

  • 11f · Fees: investment management

    total $7,962 · management and general $7,962

  • 12 · Advertising and promotion

    total $86,666 · program services $45,301 · management and general $40,286 · fundraising $1,079

  • 13 · Office expenses

    total $4,176 · program services $1,834 · management and general $2,297 · fundraising $45

  • 14 · Information technology

    total $15,113 · program services $7,894 · management and general $7,046 · fundraising $173

  • 16 · Occupancy

    total $46,038 · program services $24,076 · management and general $21,361 · fundraising $601

  • 17 · Travel

    total $901 · program services $128 · management and general $773

  • 19 · Conferences, conventions and meetings

    total $13,821 · program services $10,363 · management and general $3,363 · fundraising $95

  • 23 · Insurance

    total $3,164 · program services $1,658 · management and general $1,461 · fundraising $45

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $6,290 · program services $2,913 · management and general $3,310 · fundraising $67

  • 24e · All other expenses

    total $2,901 · program services $603 · management and general $2,291 · fundraising $7

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,998,246 · end of year $1,939,403

  • 3 · Pledges and grants receivable

    beginning of year $33,979 · end of year $493,400

  • 4 · Accounts receivable

    beginning of year $64,815 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $26,384 · end of year $15,645

  • 11 · Investments: publicly traded securities

    beginning of year $2,710,281 · end of year $1,499,281

  • 15 · Other assets

    beginning of year $0 · end of year $32,210

  • 17 · Accounts payable and accrued expenses

    beginning of year $23,366 · end of year $16,895

  • 18 · Grants payable

    beginning of year $83,979 · end of year $326,653

  • 25 · Other liabilities

    beginning of year $0 · end of year $32,402

  • 27 · Net assets without donor restrictions

    beginning of year $4,726,360 · end of year $1,951,712

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $1,652,277

Mission and programs · 2022

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.

  • DIRECT LEGAL SERVICES GRANTS IN 2022, THE FOUNDATION MADE "DIRECT LEGAL SERVICES/FOUNDATION" GRANT AWARDS (PILSF, PRO HAC VICE, IOLTA) TO SEVENTEEN LEGAL SERVICES AGENCIES TO ASSIST LOW-INCOME INDIVIDUALS AND FAMILIES WITH CIVIL LEGAL NEEDS, IN AREAS SUCH AS FAMILY, HOUSING, EMPLOYMENT, DISABILITY, AND CONSUMER LAW. NO REVENUES ARE DERIVED DIRECTLY FROM THESE ACTIVITIES. ADMINISTRATIVE COSTS TO ADMINISTER THE FOUNDATION'S GRANT PROGRAMS ARE FUNDED BY THE INTEREST ON LAWYERS TRUST ACCOUNTS (IOLTA) PROGRAM (IN ACCORDANCE WITH WISCONSIN SUPREME COURT RULES CHAPTER 13), AND PORTIONS OF OTHER REVENUE SOURCES BASED ON A WRITTEN COST ALLOCATION POLICY/CALCULATION.

    Expenses $2,912,757 · Grants $2,662,605 · Revenue $1,943,334

  • FORECLOSURE PREVENTION/COMMUNITY REDEVELOPMENT GRANTS - IN 2022, THE FOUNDATION GRANTED $725,000 TO SIX LEGAL SERVICES AGENCIES PROVIDING FORECLOSURE PREVENTION AND/OR COMMUNITY REDEVELOPMENT LEGAL ASSISTANCE TO WISCONSIN RESIDENTS. THE SOURCE OF THESE GRANTS WERE U.S. DEPT. OF JUSTICE VS. BANK OF AMERICA NATIONAL SETTLEMENT FUNDS RECEIVED BY THE FOUNDATION IN 2015 AND 2016.

    Expenses $749,308 · Grants $725,000

  • COVID-19 CIVIL LEGAL SERVICES. IN 2022, THE FOUNDATION CONTRACTED WITH THE WISCONSIN DEPARTMENT OF CHILDREN AND FAMILIES (DCF) TO ADMINISTER SUBCONTRACTS WITH THIRTEEN NONPROFIT ORGANIZATIONS TO PROVIDE LEGAL SERVICES IN CIVIL MATTERS FOR LOW-INCOME INDIVIDUALS WHO NEED LEGAL ASSISTANCE TO RECOVER FROM THE COVID-19 PANDEMIC. A TOTAL OF $7,812,000 IN FEDERAL PASS-THROUGH FUNDING WAS MADE AVAILABLE TO WISTAF THROUGH THE US TREASURY AMERICAN RESCUE PLAN ACT (ARPA) STATE AND LOCAL FISCAL RECOVERY FUND. PER CONTRACT, THE FOUNDATION IS ELIGIBLE TO RECEIVE ADMINISTRATIVE FEES TOTALING NO MORE THAN 10 PERCENT OF THE TOTAL CONTRACTED AWARD TO USE TOWARD THE COST OF THE MANAGEMENT ACTIVITIES.

    Expenses $722,991 · Grants $688,339

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • April Barker

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Hon Joanne Kloppenburg

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Jerry Vang

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Michelle Knutson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Eric Andrews

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Glenn Dahl

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hon Sandra Giernoth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anne Hlavacka

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hon Thomas Hruz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joshua Kindkeppel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deanne Koll

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deangela Monique Luna

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Timothy Radelet

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jamie Schaefer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hon Carolina Maria Stark

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chuck Stertz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Atty April Toy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Murray

    EXECUTIVE DIRECTOR

    Total calculated
    $137,542
    From this org
    $137,542
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
18 July 2023
IRS schema version
2022v5.0
Source object
202312069349301261

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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