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← WISCONSIN TRUST ACCOUNT FOUNDATION

Form 990 for tax year 2023

Filed by WISCONSIN TRUST ACCOUNT FOUNDATION.

Totals

Total revenue
$10,915,116
Total expenses
$9,645,334
Contributions and grants received
$5,296,510
Grants paid
$8,981,334
Program service revenue
$5,442,086
Investment income
$160,101
Other revenue
$16,419
Total assets, end of year
$5,336,577
Total liabilities, end of year
$265,157
Net assets or fund balances, end of year
$5,071,420
Program services expenses (Part IX)
$9,337,861
Management and general expenses
$306,650
Fundraising expenses
$823
Program service expenses (Part III)
$9,337,861

Program services were 96.8% 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)

    $5,296,510

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

    total $4,278,020 · related or exempt $4,278,020

  • 2b · Program service revenue: ATTORNEY ASSESSMENTS

    total $912,900 · related or exempt $912,900

  • 2c · Program service revenue: CY PRES AWARDS

    total $163,966 · related or exempt $163,966

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

    total $87,200 · related or exempt $87,200

  • 3 · Investment income

    total $141,686 · excluded $141,686

  • 7a · Gross sales of assets other than inventory

    securities $40,000

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

    securities $21,585

  • 7c · Gain or loss

    securities $18,415

  • 7d · Net gain or loss

    total $18,415 · excluded $18,415

  • 11d · All other revenue

    total $16,419 · excluded $16,419

  • 11e · Other revenue, total

    $16,419

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,981,334 · program services $8,981,334

  • 5 · Compensation of officers, directors and key employees

    total $164,761 · program services $84,107 · management and general $80,423 · fundraising $231

  • 7 · Other salaries and wages

    total $253,160 · program services $129,233 · management and general $123,572 · fundraising $355

  • 8 · Pension plan contributions

    total $14,759 · program services $7,534 · management and general $7,204 · fundraising $21

  • 9 · Other employee benefits

    total $21,995 · program services $11,228 · management and general $10,736 · fundraising $31

  • 10 · Payroll taxes

    total $30,374 · program services $15,505 · management and general $14,826 · fundraising $43

  • 11b · Fees: legal

    total $44,488 · program services $22,209 · management and general $22,245 · fundraising $34

  • 11f · Fees: investment management

    total $7,853 · management and general $7,853

  • 12 · Advertising and promotion

    total $15,399 · program services $9,993 · management and general $5,406

  • 13 · Office expenses

    total $6,866 · program services $3,620 · management and general $3,240 · fundraising $6

  • 14 · Information technology

    total $10,640 · program services $5,802 · management and general $4,818 · fundraising $20

  • 16 · Occupancy

    total $40,219 · program services $24,689 · management and general $15,491 · fundraising $39

  • 17 · Travel

    total $1,332 · program services $1,332

  • 19 · Conferences, conventions and meetings

    total $9,874 · program services $6,884 · management and general $2,990

  • 23 · Insurance

    total $7,303 · program services $3,546 · management and general $3,742 · fundraising $15

  • 24a · Other expenses: EQUIPMENT MAINTENANCE &

    total $20,669 · program services $16,549 · management and general $4,104 · fundraising $16

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $9,327 · program services $9,327

  • 24e · All other expenses

    total $4,981 · program services $4,969 · fundraising $12

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,939,403 · end of year $2,749,226

  • 3 · Pledges and grants receivable

    beginning of year $493,400 · end of year $845,009

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,645 · end of year $30,750

  • 11 · Investments: publicly traded securities

    beginning of year $1,499,281 · end of year $1,711,592

  • 15 · Other assets

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

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,895 · end of year $25,584

  • 18 · Grants payable

    beginning of year $326,653 · end of year $239,573

  • 25 · Other liabilities

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

  • 27 · Net assets without donor restrictions

    beginning of year $1,951,712 · end of year $5,071,420

  • 28 · Net assets with donor restrictions

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

Mission and programs · 2023

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.

  • CIVIL LEGAL SERVICES (STATE/FEDERAL) - WISTAF CONTRACTED WITH WISCONSIN DEPARTMENT OF CHILDREN AND FAMILIES (DCF) AND/OR WISCONSIN DEPARTMENT OF ADMINISTRATION/WISCAP TO ADMINISTER SUBCONTRACTS WITH CIVIL LEGAL SERVICES PROVIDERS TO: ASSIST TANF-ELIGIBLE CLIENTS WITH CIVIL LEGAL SERVICES RELATED TO DOMESTIC VIOLENCE AND/OR SEXUAL ABUSE; PROVIDE LEGAL SERVICES IN CIVIL MATTERS FOR LOW-INCOME INDIVIDUALS WHO NEED LEGAL ASSISTANCE TO RECOVER FROM THE COVID-19 PANDEMIC; PROVIDE IMMIGRATION-RELATED LEGAL ASSISTANCE FOR ELIGIBLE AFGHAN EVACUEE AND UKRAINIAN REFUGEE POPULATIONS; AND/OR PROVIDE LEGAL SERVICES TARGETED TO ELIGIBLE HOUSEHOLDS IN CIVIL MATTERS FOR THE PURPOSE OF PREVENTING HOMEOWNER MORTGAGE DELINQUENCIES AND DEFAULTS, FORECLOSURES, AND DISPLACEMENTS OF HOMEOWNERS EXPERIENCING FINANCIAL HARDSHIP RESULTING FROM COVID-19.

    Expenses $5,300,371 · Grants $5,113,958

  • DIRECT LEGAL SERVICES GRANTS - IN 2023, 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 $3,976,260 · Grants $3,813,381 · Revenue $5,442,086

  • FORECLOSURE PREVENTION/COMMUNITY REDEVELOPMENT GRANTS

    Expenses $61,230 · Grants $53,995

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • April Barker

    DIR. / CHAIR EMER. (THRU 6/23)

    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

  • Basil Buchko

    DIRECTOR

    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

  • Hon Shelly Grogan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anne Hlavacka

    DIRECTOR (THRU 6/23)

    Total calculated
    $0
    Hours/week
    1

  • Hon Thomas Hruz

    DIRECTOR (THRU 6/23)

    Total calculated
    $0
    Hours/week
    1

  • Rochelle Johnson-Bent

    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

  • 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
    $164,761
    From this org
    $148,148
    From related orgs
    $0
    Other
    $16,613
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,148
    Bonus
    $0
    Other
    $0
    Deferred
    $14,833
    Nontaxable benefits
    $1,780
    Filer's total
    $164,761

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
2023
Filed
30 July 2024
IRS schema version
2023v5.1
Source object
202412359349300226

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

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