Civic Intelligence

Wea Member Benefits Foundation Inc

EIN 83-3341845 • 501(c)3 • Madison, WI

Profile

To support public educators, public schools, and the communities they serve.

PO Box 7893Madison, WI 53707-7893

weafoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

48th percentile

-3.4%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

54%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$439,517

Down $15,621 (-3.4%) from 2023

Liabilities

Down

$0

Down $26 (-100%) from 2023

Net Assets

Down

$439,517

Down $15,595 (-3.4%) from 2023

Revenue

Up

$227,521

Up $80,010 (+54%) from 2023

Expenses

Up

$194,408

Up $72,136 (+59%) from 2023

Net Income

Up

$33,113

Up $7,874 (+31%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2020: $210,127Liabilities 2020: $0Net Assets 2020: $210,1272020Assets 2021: $554,230Liabilities 2021: $900Net Assets 2021: $553,3302021Assets 2022: $418,214Liabilities 2022: $0Net Assets 2022: $418,2142022Assets 2023: $455,138Liabilities 2023: $26Net Assets 2023: $455,1122023Assets 2024: $439,517Liabilities 2024: $0Net Assets 2024: $439,5172024

Highlighted filing

2024

Assets$439,517
Liabilities$0
Net Assets$439,517

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2020: $204,734Expenses 2020: $10,521Net Income 2020: $194,2132020Revenue 2021: $350,893Expenses 2021: $7,690Net Income 2021: $343,2032021Revenue 2022: $66,650Expenses 2022: $201,766Net Income 2022: -$135,1162022Revenue 2023: $147,511Expenses 2023: $122,272Net Income 2023: $25,2392023Revenue 2024: $227,521Expenses 2024: $194,408Net Income 2024: $33,1132024

Highlighted filing

2024

Revenue$227,521
Expenses$194,408
Net Income$33,113

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$253,522
Mission and Program Overview

Mission

To support public education, public educators, and the communities they serve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$161,659$187,614▲ $25,955
Savings and Temporary Cash Investments$111,427$129,852▲ $18,425
Investments Other Securities$116,332$122,051▲ $5,719
Pledges and Grants Receivable$65,020$0▼ $65,020
Prepaid Expenses and Deferred Charges$700$0▼ $700
Total Assets$455,138$439,517▼ $15,621
Liabilities
Other Liabilities$26$0▼ $26
Total Liabilities$26$0▼ $26
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$328,325$314,387▼ $13,938
Net Assets With Donor Restrictions$126,787$125,130▼ $1,657
Total Net Assets Fund Balance$455,112$439,517▼ $15,595
Total Liabilities and Net Assets / Fund Balance$455,138$439,517▼ $15,621

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$122,051--
Compensation and Service Providers

Board Members and Trustees

NameTitle
David KijekPresident
Maiwa LorTrustee
Nathan UgoretzTrustee
Peggy Wirtz-olsenTrustee
Robert LehmannTrustee
Suzanne BrownTrustee
Jesse MartinezTrustee (from June)
Thomas Jon Wilcox JrTrustee (from June)
Elaine StelterTrustee (thru June)
Ronald MartinTrustee (thru June)
Kristina SchillerSecretary
Mary HoffmannTreasurer (from March)
Rhonda ScheelTreasurer (thru March)
Revenue and Support

Revenue Composition

Contributions and Grants
$213,930
Program Service Revenue
$0
Investment Income
$20,075
Other Revenue
$-6,484
All Other Contributions
$133,045
Change in Net Assets
$33,113
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$191,500
Other Expenses$2,908
Total Fundraising Expense$426
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$183,000--$183,000
Grants to Domestic Individuals$8,500--$8,500
Office Expenses-$2,482$51$2,533
Advertising--$375$375
Total Functional Expenses$191,500$2,482$426$194,408
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Racine Unified School DistrictRacine, WIState of WiMental Health Program Challenge Grant$40,000
Arcadia School DistrictArcadia, WIState of WiMental Health Program Challenge Grant$20,000
Dc Everest Area School DistrictSchofield, WIState of WiMental Health Program Challenge Grant$20,000
Green Bay Area Public SchoolsGreen Bay, WIState of WiMental Health Program Challenge Grant$20,000
Stevens Point Area Public School DistrictStevens Point, WIState of WiMental Health Program Challenge Grant$20,000
Wausau School DistrictWausau, WIState of WiMental Health Program Challenge Grant$20,000
Appleton Area School DistrictAppleton, WIState of WiMental Health Program Challenge Grant$10,000
Random Lake School DistrictRandom Lake, WIState of WiMental Health Program Challenge Grant$10,000
Sun Prairie Area School DistrictSun Prairie, WIState of WiMental Health Program Challenge Grant$10,000
Watertown Unified School DistrictWatertown, WIState of WiMental Health Program Challenge Grant$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$26,001
Fundraising Gross Income$18,022
Gaming Gross Income$1,495
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$52,407$18,022$4,352$13,670
Total Events$52,407$18,022$26,001$-7,979
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
No
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 A, Line 7A

The trustees of the wea member benefit trust shall be a director of wea member benefits foundation, inc. For as long as he/she is a trustee of the wea member benefit trust.

Form 990, Part VI, Section A, Line 8B

The organization does not have committees with the authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The form 990 will be reviewed by the officers prior to filing.

Form 990, Part VI, Section B, Line 12C

Every executive, officer, and director completes a conflict of interest questionnaire annually. The responses are reviewed and any unacceptable conflict of interest that might exist is investigated and resolved, or a course of further action is recommended to the board.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the pulic upon request.

Filing and Contact Details

Filer

Filer Name
Wea Member Benefits Foundation Inc
EIN
83-3341845
Phone
8002794030
Address
PO BOX 7893, MADISON, WI 53707-7893

Signing Officer

Name
Mary Hoffmann
Title
Treasurer
Phone
8002794030
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Kijek
Formed
2019
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
20

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Jason Stephens CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

The organization ceased the teacher outreach program.

FORM 990, PART XI, LINE 9:

Section 481(a) adjustment for change in overall method of accounting. -64,994.

Raw XML AppendixShowing 400 of 633 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/ProgSrvcAccomActy3Grp/Desc0SCHOOL EMERGENCY FUND -- THE FOUNDATION PILOTED A PROJECT TO PROVIDE FINANCIAL SUPPORT FOR EMERGENCIES EXPERIENCED BY WISCONSIN PUBLIC SCHOOLS, EDUCATORS, STUDENTS AND/OR SCHOOL DISTRICTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt05000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt033113
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt046500
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0111427
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0129852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0213930
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0140153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt062998
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0350893
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0204734
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0972708
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013094
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03652
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt027823
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt036071
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50230
IRS990ScheduleA/PublicSupportTotal170Amt0502610
IRS990ScheduleA/SubstantialContributorsTotAmt0470098
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0213930
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0140153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt062998
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0350893
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0204734
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0972708
IRS990ScheduleA/TotalSupportAmt01000531
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0122051
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MONEY MARKET
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0122051
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt034385
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt034385
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026001
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07620
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07620
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052407
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052407
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018022
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-7979
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04325
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04325
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04352
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04352
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09504
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09504
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt12000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT ART CONTEST
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOOL EMERGENCY FUND GRANT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt16
IRS990ScheduleI/RecipientTable/CashGrantAmt040000
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt520000
IRS990ScheduleI/RecipientTable/CashGrantAmt620000
IRS990ScheduleI/RecipientTable/CashGrantAmt720000
IRS990ScheduleI/RecipientTable/CashGrantAmt820000
IRS990ScheduleI/RecipientTable/CashGrantAmt910000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0STATE OF WI
IRS990ScheduleI/RecipientTable/IRCSectionDesc1STATE OF WI
IRS990ScheduleI/RecipientTable/IRCSectionDesc2STATE OF WI
IRS990ScheduleI/RecipientTable/IRCSectionDesc3STATE OF WI
IRS990ScheduleI/RecipientTable/IRCSectionDesc4STATE OF WI
IRS990ScheduleI/RecipientTable/IRCSectionDesc5STATE OF WI
IRS990ScheduleI/RecipientTable/IRCSectionDesc6STATE OF WI
IRS990ScheduleI/RecipientTable/IRCSectionDesc7STATE OF WI
IRS990ScheduleI/RecipientTable/IRCSectionDesc8STATE OF WI
IRS990ScheduleI/RecipientTable/IRCSectionDesc9STATE OF WI
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MENTAL HEALTH PROGRAM CHALLENGE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1MENTAL HEALTH PROGRAM CHALLENGE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2MENTAL HEALTH PROGRAM CHALLENGE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3MENTAL HEALTH PROGRAM CHALLENGE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4MENTAL HEALTH PROGRAM CHALLENGE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5MENTAL HEALTH PROGRAM CHALLENGE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6MENTAL HEALTH PROGRAM CHALLENGE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7MENTAL HEALTH PROGRAM CHALLENGE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8MENTAL HEALTH PROGRAM CHALLENGE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9MENTAL HEALTH PROGRAM CHALLENGE GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RACINE UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GREEN BAY AREA PUBLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WATERTOWN UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SUN PRAIRIE AREA SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4APPLETON AREA SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5WAUSAU SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6DC EVEREST AREA SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7ARCADIA SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8STEVENS POINT AREA PUBLIC SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9RANDOM LAKE SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0396031430
IRS990ScheduleI/RecipientTable/RecipientEIN1396002329

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