Cause IQ organization profile

Wisconsin Education Association Insurance Trust

Form 990s | Financials | Vendors | Personnel | Peers

Wisconsin Education Association Insurance Trust is a health and welfare fund based in Madison, WI that was founded in 1970. As of 2016 they had $304 million in revenue and $234 million in assets.

Promote the health and financial security of Trust participants by providing excellent benefit programs and outstanding personal service that respects the dignity and worth of every member. To promote the health and financial security of Trust partici...

Previous legal names or variations of their name include: Wisconsin Ed Association Insurance Tr; and Wea Insurance Tr.

Madison, WI
Y43: Voluntary Employees Beneficiary Associations Non-Government

Form 990s for Wisconsin Education Association Insurance Trust

Fiscal year endingDate received by IRSFormPDF link
2016-12Jan 18, 2018990 PDF
2015-12Dec 16, 2016990O PDF
2014-12Sep 17, 2015990O PDF
2013-12Sep 11, 2014990O PDF
2012-12Dec 7, 2013990O PDF
...and two more Form 990 PDFs

Financials for Wisconsin Education Association Insurance Trust


Federated campaigns$0
Membership dues$0
Fundraising event contributions$0
Related organizations$0
Government grants (contributions)$0
Normal grants, contributions, etc.$0
Non-cash contributions$0
Program services$362,042,691
Investment income and dividends$891,704
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$8,244,009
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$-66,937,488
Total revenues$304,240,916


Grants to govts. and orgs. in USA$0
Grants to individuals in USA$0
Grants to govts., orgs., and individuals outside USA$0
Benefits paid to or for members$3,973,411
Compensation of current officers, etc.$0
Compensation not included above, to disqualified persons$0
Non-officer salaries and wages$0
Pension/retirement accruals and contributions$0
Other employee benefits$0
Payroll taxes$0
Management fees$573,480
Legal fees$326,812
Accounting fees$100,850
Lobbying fees$0
Pro. fundraising fees$0
Investment mgmt fees$141,944
Other fee-for-service$418,154
Advertising and promotion$108,415
Office expenses$113,220
Information tech. expenses$4,098
Royalty expenses$0
Public official travel and entertainment$0
Conferences, meetings, etc.$8,330
Payments to affiliates$0
Depreciation, amortization, etc.$444,090
All other expenses$356,561,046
Total expenses$363,126,763


Cash (non-interest-bearing)$2,263,259
Savings, short-term investments, etc.$12,456,286
Pledges and grants receivable$0
Accounts receivable$471,710
Loans receivable from officers, directors, etc.
Loans receivable from other disqualified persons$0
Notes and loans receivable$0
Inventories for use$0
Prepaid expenses and deferred charges$0
Buildings, equipment, etc. post-depreciation$168,812
Investments, publicly traded securities$43,882,484
Investments, other securities$150,376,028
Investments, program-related$0
Intangible assets$0
Other assets$24,527,890
Total assets$234,146,469


Accounts payable and accrued expenses$69,634
Grants payable$0
Deferred revenue$0
Tax-exempt bond liabilities$0
Escrow or custodial account liability$0
Loans payable to officers and disqualified persons$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other liabilities$58,868,656
Total liabilities$58,938,290

Net asset restrictions

Unrestricted net assets$0
Temporarily restricted net assets$0
Permanently restricted net assets$0

Performance indicators

Total margin-19%
Working capital
Current assets
Current liabilities$69,634
Days cash on hand14 days
Acid test liquidity ratio218.16

Vendors for Wisconsin Education Association Insurance Trust

VendorServicesAmount paidDate
DNN / DotNetNukeContent management system software2018-05-19
█████████ ████████Software2018-05-19
██████ ████ ███ ███████Legal Services$372,0032014-12-01
██████ ████████ ███Building Maintenance$112,3502014-12-01
██████ ███ ██████ ███████ ███Election Services$116,5012014-12-01
███ █████████ ███████████Administrative Services$1,039,3442014-12-01

Personnel at Wisconsin Education Association Insurance Trust

NameTitleCompensationLast updated
Mark MoodyChief Executive Officer$0Jan. 29, 2017
████ █████Chief Financial Officer-Jan. 29, 2017
███ █████████Chief Medical Officer-Jan. 29, 2017
███ █████Vice President of Sales and Marketing-Jan. 29, 2017
██████ █████Vice President and General Counsel$0Jan. 29, 2017
████ █████Controller-Jan. 2, 2018
███████ █████Counsel and Assistant Secretary$0Dec. 31, 2013

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