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Nonprofiteer
← WISCONSIN TRUST ACCOUNT FOUNDATION

Form 990 for tax year 2025

Filed by WISCONSIN TRUST ACCOUNT FOUNDATION.

Totals

Total revenue
$12,752,098
Total expenses
$9,710,461
Contributions and grants received
$3,684,277
Grants paid
$8,911,203
Program service revenue
$8,904,847
Investment income
$162,948
Other revenue
$26
Total assets, end of year
$13,557,626
Total liabilities, end of year
$3,280,125
Net assets or fund balances, end of year
$10,277,501
Program services expenses (Part IX)
$9,355,067
Management and general expenses
$347,639
Fundraising expenses
$7,755
Program service expenses (Part III)
$9,355,067

Program services were 96.3% 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)

    $3,683,130

  • 1f · All other contributions, gifts and grants

    $1,147

  • 2a · Program service revenue: TRUST ACCOUNT INTEREST

    total $7,050,833 · related or exempt $7,050,833

  • 2b · Program service revenue: ATTORNEY ASSESSMENTS

    total $1,430,400 · related or exempt $1,430,400

  • 2c · Program service revenue: CY PRES AWARDS

    total $342,714 · related or exempt $342,714

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

    total $80,900 · related or exempt $80,900

  • 3 · Investment income

    total $162,948 · excluded $162,948

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $26 · excluded $26

  • 11e · Other revenue, total

    $26

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,911,203 · program services $8,911,203

  • 5 · Compensation of officers, directors and key employees

    total $190,558 · program services $97,133 · management and general $91,284 · fundraising $2,141

  • 7 · Other salaries and wages

    total $325,248 · program services $165,461 · management and general $156,122 · fundraising $3,665

  • 9 · Other employee benefits

    total $27,637 · program services $16,737 · management and general $10,665 · fundraising $235

  • 10 · Payroll taxes

    total $33,802 · program services $15,807 · management and general $17,579 · fundraising $416

  • 11c · Fees: accounting

    total $55,060 · program services $27,344 · management and general $27,116 · fundraising $600

  • 11f · Fees: investment management

    total $12,143 · management and general $12,143

  • 12 · Advertising and promotion

    total $19,755 · program services $18,938 · management and general $808 · fundraising $9

  • 13 · Office expenses

    total $14,467 · program services $7,291 · management and general $7,016 · fundraising $160

  • 14 · Information technology

    total $63,787 · program services $63,424 · management and general $355 · fundraising $8

  • 16 · Occupancy

    total $23,759 · program services $11,349 · management and general $12,129 · fundraising $281

  • 17 · Travel

    total $624 · program services $612 · fundraising $12

  • 19 · Conferences, conventions and meetings

    total $9,655 · program services $7,048 · management and general $2,593 · fundraising $14

  • 23 · Insurance

    total $8,301 · program services $3,996 · management and general $4,210 · fundraising $95

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $11,695 · program services $6,613 · management and general $4,970 · fundraising $112

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $2,767 · program services $2,111 · management and general $649 · fundraising $7

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $5,915,485 · end of year $7,600,183

  • 3 · Pledges and grants receivable

    beginning of year $828,752 · end of year $1,373,617

  • 9 · Prepaid expenses and deferred charges

    beginning of year $23,390 · end of year $21,565

  • 11 · Investments: publicly traded securities

    beginning of year $2,347,557 · end of year $4,466,915

  • 14 · Intangible assets

    beginning of year $112,784 · end of year $93,546

  • 15 · Other assets

    end of year $1,800

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,692 · end of year $22,513

  • 18 · Grants payable

    beginning of year $2,219,356 · end of year $3,160,322

  • 25 · Other liabilities

    beginning of year $114,944 · end of year $97,290

  • 27 · Net assets without donor restrictions

    beginning of year $6,871,976 · end of year $10,277,501

Mission and programs · 2025

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 - WISTAF'S LONGEST-STANDING GRANT PROGRAM FUNDS A RANGE OF CIVIL LEGAL SERVICES FOR WISCONSINITES WITH LIMITED INCOMES, HELPING THEM TO RESOLVE MAJOR PROBLEMS THAT CREATE BARRIERS TO ACHIEVING PERSONAL SAFETY, FINANCIAL INDEPENDENCE, AND COMMUNITY STABILITY. THE FOUNDATION MADE DIRECT LEGAL SERVICES GRANTS TO SEVENTEEN NON-PROFIT CIVIL LEGAL SERVICES PROVIDER 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 CIVIL LEGAL SERVICES 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 $5,664,181 · Grants $5,423,475 · Revenue $8,904,847

  • CIVIL LEGAL SERVICES (STATE/FEDERAL) - WISTAF CONTRACTED WITH THE WISCONSIN DEPARTMENT OF CHILDREN AND FAMILIES (DCF) TO ADMINISTER SUBCONTRACTS WITH NONPROFIT CIVIL LEGAL SERVICES PROVIDER AGENCIES TO: ASSIST TANF-ELIGIBLE CLIENTS WITH CIVIL LEGAL SERVICES RELATED TO DOMESTIC VIOLENCE AND/OR SEXUAL ABUSE AND PROVIDE LEGAL SERVICES IN CIVIL MATTERS FOR LOW-INCOME INDIVIDUALS WHO NEED LEGAL ASSISTANCE TO RECOVER FROM THE COVID-19 PANDEMIC.

    Expenses $3,690,886 · Grants $3,487,728

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Rebecca Murray

    EXECUTIVE DI

    Total calculated
    $190,558
    From this org
    $171,761
    From related orgs
    $0
    Other
    $18,797
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,761
    Bonus
    not reported
    Other
    not reported
    Deferred
    $17,129
    Nontaxable benefits
    $1,668
    Filer's total
    $190,558

  • Jeffery Brown

    GRANTS PROGR

    Total calculated
    $134,103
    From this org
    $105,092
    From related orgs
    $0
    Other
    $29,011
    Hours/week
    40

  • Basil Buchko

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Glenn Dahl

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Hon Sandra Giernoth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hon Rachel Graham

    VICE CHAIRPE

    Total calculated
    $0
    Hours/week
    1

  • Hon Shelly Grogan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alison Helland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Rochelle Johnson-Bent

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joshua Kindkeppel

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.5

  • Deanne Koll

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Deangela Monique Luna

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mitch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anna Munoz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jamie Schaefer

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Tim Seidel

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Tatiana Shirasaki

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jessica Shrestha

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Chuck Stertz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • April Toy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Michael Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

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

Provenance

Return type
form_990
Tax year
2025
Filed
20 July 2026
IRS schema version
2025v4.0
Source object
202632049349301268

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

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