Liabilities / Assets
47th percentile
Higher debt load relative to assets than 47% of similar nonprofits.
Wisconsin Education Association Insurance Trust
EIN 39-1142212 • 501(c)9 • Madison, WI
Profile
To 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.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.02x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
99th percentile
Higher net margin than 99% of similar nonprofits.
Top Officer Pay
93rd percentile
Higher top officer pay than 93% of similar nonprofits.
Asset Growth
12th percentile
Faster asset growth than 12% of similar nonprofits.
Revenue Growth
Score unavailable
A valid growth rate could not be computed from the available filing history.
Balance Sheet
Assets
Down$106,791,222
Down $16,600,415 (-13%) from 2023
Liabilities
Down$1,884,584
Down $75,636 (-3.9%) from 2023
Net Assets
Down$104,906,638
Down $16,524,779 (-14%) from 2023
Revenue
Down-$2,560,700
Down $2,829,821 (-1052%) from 2023
Expenses
Up$880,434
Up $12,323 (+1.4%) from 2023
Net Income
Down-$3,441,134
Down $2,842,144 (-474%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $106,791,222
- Liabilities
- $1,884,584
- Net assets
- $104,906,638
- Revenue
- -$2,560,700
- Expenses
- $880,434
- Net income
- -$3,441,134
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- May 15, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $27,443
Mission and Program Overview
Mission
To 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.
Ensuring peace of mind along the healthcare journey through compassionate employees who proudly deliver exceptional services.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $121,431,417 | $104,906,638 | ▼ $16,524,779 |
| Investments Other Securities | $101,761,255 | $86,806,597 | ▼ $14,954,658 |
| Savings and Temporary Cash Investments | $16,157,025 | $15,160,565 | ▼ $996,460 |
| Investments in Publicly Traded Securities | $4,457,574 | $4,431,802 | ▼ $25,772 |
| Land, Buildings, and Equipment, Net | $168,812 | $168,812 | → $0 |
| Accounts Receivable | $0 | $130,000 | ▲ $130,000 |
| Prepaid Expenses and Deferred Charges | $31,284 | $23,129 | ▼ $8,155 |
| Cash and Non-Interest-Bearing Accounts | $690,973 | $10,237 | ▼ $680,736 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $123,391,637 | $106,791,222 | ▼ $16,600,415 |
| Other Assets Total | $124,714 | $60,080 | ▼ $64,634 |
| Liabilities | |||
| Other Liabilities | $1,960,220 | $1,774,584 | ▼ $185,636 |
| Accounts Payable and Accrued Expenses | $0 | $110,000 | ▲ $110,000 |
| Total Liabilities | $1,960,220 | $1,884,584 | ▼ $75,636 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $121,431,417 | $104,906,638 | ▼ $16,524,779 |
| Total Liabilities and Net Assets / Fund Balance | $123,391,637 | $106,791,222 | ▼ $16,600,415 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $168,812 | - | $168,812 |
| Other Securities | $11,532,483 | - | - |
| Closely Held Equity Interests | $75,274,114 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Vaughn Vance | President & CEO | PT | $202,114 | $39,048 | $241,162 |
| Barb Ruegsegger | Vice President & Corporate Secretary | PT | $83,062 | $30,097 | $113,159 |
| Jim Krueger | Controller & Corporate Treasurer | PT | $11,484 | $11,484 | $22,968 |
| Mary Theisen | Board Member, Chair | - | $2,586 | $2,586 | $5,172 |
| Margaret Guertler | Board Member, Vice Chair | - | $2,519 | $2,519 | $5,038 |
| Heather Mielke | Board Member, Secretary/treasurer | - | $1,979 | $1,979 | $3,958 |
| Mike Halloran | Board Member | - | $1,350 | $1,350 | $2,700 |
| Amy Johnson | Board Member | - | $1,200 | $1,200 | $2,400 |
| Carol Kettner | Board Member | - | $1,150 | $1,150 | $2,300 |
| Shelly Krajacic | Board Member | - | $1,100 | $1,100 | $2,200 |
| Peggy Wirtz-olsen | Board Member | - | $950 | $950 | $1,900 |
| Sarah Kruger | Board Member | - | $950 | $950 | $1,900 |
| Andrew Staab | Board Member | - | $900 | $900 | $1,800 |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Wea Insurance Corporation | Administrative Services | 33 NOB HILL ROAD, Madison, WI 53713 | $774,000 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $0
- Investment Income
- $-2,560,939
- Other Revenue
- $239
- Change in Net Assets
- $-3,441,134
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $843,934 |
| Grants and Similar Amounts Paid | $36,500 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | - | - | - | $52,399 |
| Grants to Domestic Orgs | - | - | - | $36,500 |
| Fees for Services Other | - | - | - | $8,697 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $4,899 |
| Other Expenses | - | - | - | $3,939 |
| Total Functional Expenses | $0 | $0 | $0 | $880,434 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Wisconsin Member Benefits Trust | Madison, WI | 501(c)3 | To Support Members of Wea and the Educators in the State of Wisconsin | $36,500 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Benefits Payable | $1,771,802 |
| Payable to Affiliates | $2,782 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Business relationship with 35% controlled entity
- No
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section B, Line 11B
“The form 990 is prepared by an external accounting firm. Any areas of concern are discussed and reviewed prior to filing. A complete copy of the form 990 is provided to the entire board of directors prior to filing.”
Form 990, Part VI, Section B, Line 12C
“Upon appointment, each member of the governing body and the officers of the organization are required to complete a written conflict of interest policy form verifying that they have no conflict of interest. Each year thereafter, this form is again completed to confirm there have been no changes in status.”
Form 990, Part VI, Section B, Line 15A
“The president & ceo signed a board-approved contract in 2021 that confirmed salary adjustments for 2022, 2023, and 2024. In 2023, the organization started working with an outside compensation consultant to determine appropriate salary adjustments for the president & ceo moving forward.”
Form 990, Part VI, Section C, Line 19
“The trust makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”
FORM 990, PART V, LINE 2A AND PART VII, SECTION A:
“Wisconsin education association insurance trust (the trust) has an agreement with a professional employer organization (peo) to perform its payroll functions and therefore, does not directly issue forms w-2. Officers and board members of the trust also served during 2024 as officers and board members of wea insurance corporation (the corporation), which is a related organization to the trust. It is estimated the officers and board members averaged 50 percent of their time to the trust on a weekly basis and the remaining 50 percent of their time to the corporation. An intercompany agreement between the trust and the corporation was effective in 2024 as well, stating 50 percent of compensation is ultimately paid by the trust and the remaining 50 percent is paid by the corporation. The trust reimburses the corporation on a monthly basis based on the intercompany agreement and a reconciliation is performed at year-end to identify any further payments between the entities.”
Filing and Contact Details
Filer
- Filer Name
- Wisconsin Education Association
- EIN
- 39-1142212
- Phone
- 8002794000
- Address
- 33 NOB HILL ROAD, MADISON, WI 53713
Signing Officer
- Name
- Vaughn Vance
- Title
- President & CEO
- Phone
- 8002794000
- Signed
- 2025-05-15
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Vaughn Vance
- Formed
- 1970
- Legal Domicile
- Wi
- Voting Board Members
- 10
- Independent Board Members
- 10
- Employees
- 0
- Volunteers
- 0
Preparer
- Firm
- Baker Tilly Advisory Group Lp
- Address
- 790 N WATER ST SUITE 2000, MILWAUKEE, WI 53202
- Preparer
- Shelby Netz CPA
- Phone
- 4147775500
Supplemental Narrative
Additional Explanations
FORM 990, PART XI, LINE 9:
“Unrealized gain on investment in wea insurance corporation -14,767,839.”
Raw XML AppendixShowing 400 of 496 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 36500 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 27443 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 10 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 27204 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 27204 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 101761255 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 86806597 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 4457574 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 4431802 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 168812 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 168812 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 168812 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 2588143 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | ENSURING PEACE OF MIND ALONG THE HEALTHCARE JOURNEY THROUGH COMPASSIONATE EMPLOYEES WHO PROUDLY DELIVER EXCEPTIONAL SERVICES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 121431417 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 104906638 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -2588143 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -2588143 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1684194 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 124714 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 60080 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -14767839 |
| IRS990/OtherExpensesGrp/Desc | 0 | ALLOCATION OF COSTS TO |
| IRS990/OtherExpensesGrp/Desc | 1 | BANK FEES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 774000 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 3939 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 1960220 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 1774584 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | COMMISSIONS |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 239 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 239 |
| IRS990/OtherRevenueTotalAmt | 0 | 239 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 31284 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 23129 |
| IRS990/PrincipalOfficerNm | 0 | VAUGHN VANCE |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 264841 |
| IRS990/PYOtherExpensesAmt | 0 | 868111 |
| IRS990/PYOtherRevenueAmt | 0 | 4280 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -598990 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 868111 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 269121 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -3441134 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 1 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 121431417 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 104906638 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 16157025 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 15160565 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt | 0 | 75274114 |
| IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 168812 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 168812 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 1771802 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 2782 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | BENEFITS PAYABLE |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | PAYABLE TO AFFILIATES |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 11532483 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | PARTNERSHIP INTERESTS |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 168812 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 86806597 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 1774584 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 36500 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(C)3 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 0 | 0 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | TO SUPPORT MEMBERS OF WEA AND THE EDUCATORS IN THE STATE OF WISCONSIN |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | WISCONSIN MEMBER BENEFITS TRUST |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 833341845 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 33 NOB HILL DRIVE |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | MADISON |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 53713 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION ONLY GIVES FUNDS TO WISCONSIN MEMBER BENEFITS TRUST. THE ORGANIZATION IS INVOLVED ON A CONTINUAL BASIS WHICH FUNCTIONS THAT THE DONATIONS FUND, WHICH SUPPORTS THE MISSION OF SERVING THE EMPLOYEES OF THE PUBLIC-SCHOOL SYSTEMS THROUGHOUT THE STATE OF WISCONSIN. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 2: |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 1 |
| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 0 |
| IRS990ScheduleJ/BoardOrCommitteeApprovalInd | 0 | X |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990ScheduleJ/IndependentConsultantInd | 0 | X |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 202114 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 1 | 83062 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 6000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 1 | 6000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 6000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 1 | 6000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 202114 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 1 | 83062 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 17250 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 1 | 8299 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 17250 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 1 | 8299 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 15798 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 1 | 15798 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 15798 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 1 | 15798 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | VAUGHN VANCE |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 1 | BARB RUEGSEGGER |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | PRESIDENT & CEO |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 1 | VICE PRESIDENT & CORPORATE SECRETARY |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 241162 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 1 | 113159 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 241162 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 1 | 113159 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | THE PRESIDENT & CEO SIGNED A BOARD-APPROVED CONTRACT IN 2021 THAT CONFIRMED SALARY ADJUSTMENTS FOR 2022, 2023, AND 2024. IN 2024, THE ORGANIZATION WORKED WITH AN OUTSIDE COMPENSATION CONSULTANT TO DETERMINE APPROPRIATE SALARY ADJUSTMENTS FOR THE PRESIDENT & CEO. |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 3 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990ScheduleJ/WrittenEmploymentContractInd | 0 | X |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM. ANY AREAS OF CONCERN ARE DISCUSSED AND REVIEWED PRIOR TO FILING. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UPON APPOINTMENT, EACH MEMBER OF THE GOVERNING BODY AND THE OFFICERS OF THE ORGANIZATION ARE REQUIRED TO COMPLETE A WRITTEN CONFLICT OF INTEREST POLICY FORM VERIFYING THAT THEY HAVE NO CONFLICT OF INTEREST. EACH YEAR THEREAFTER, THIS FORM IS AGAIN COMPLETED TO CONFIRM THERE HAVE BEEN NO CHANGES IN STATUS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE PRESIDENT & CEO SIGNED A BOARD-APPROVED CONTRACT IN 2021 THAT CONFIRMED SALARY ADJUSTMENTS FOR 2022, 2023, AND 2024. IN 2023, THE ORGANIZATION STARTED WORKING WITH AN OUTSIDE COMPENSATION CONSULTANT TO DETERMINE APPROPRIATE SALARY ADJUSTMENTS FOR THE PRESIDENT & CEO MOVING FORWARD. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST (THE TRUST) HAS AN AGREEMENT WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) TO PERFORM ITS PAYROLL FUNCTIONS AND THEREFORE, DOES NOT DIRECTLY ISSUE FORMS W-2. OFFICERS AND BOARD MEMBERS OF THE TRUST ALSO SERVED DURING 2024 AS OFFICERS AND BOARD MEMBERS OF WEA INSURANCE CORPORATION (THE CORPORATION), WHICH IS A RELATED ORGANIZATION TO THE TRUST. IT IS ESTIMATED THE OFFICERS AND BOARD MEMBERS AVERAGED 50 PERCENT OF THEIR TIME TO THE TRUST ON A WEEKLY BASIS AND THE REMAINING 50 PERCENT OF THEIR TIME TO THE CORPORATION. AN INTERCOMPANY AGREEMENT BETWEEN THE TRUST AND THE CORPORATION WAS EFFECTIVE IN 2024 AS WELL, STATING 50 PERCENT OF COMPENSATION IS ULTIMATELY PAID BY THE TRUST AND THE REMAINING 50 PERCENT IS PAID BY THE CORPORATION. THE TRUST REIMBURSES THE CORPORATION ON A MONTHLY BASIS BASED ON THE INTERCOMPANY AGREEMENT AND A RECONCILIATION IS PERFORMED AT YEAR-END TO IDENTIFY ANY FURTHER PAYMENTS BETWEEN THE ENTITIES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | UNREALIZED GAIN ON INVESTMENT IN WEA INSURANCE CORPORATION -14,767,839. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART V, LINE 2A AND PART VII, SECTION A: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART XI, LINE 9: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 830949021 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 0 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | WI |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | SHARED SERVICE ORGANIZATION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | NEUGEN LLC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 0 | 33 NOB HILL ROAD |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 0 | MADISON |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 0 | 53713 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 1 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | WEA INSURANCE CORPORATION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 391519322 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(9) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | WI |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | INSURANCE PROGRAMS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 33 NOB HILL ROAD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | MADISON |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 53713 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 1 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 1 |
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