2025-07-30T11:18:18-05:00 2024-12-31 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-01-01 391555465 WISCONSIN TRUST ACCOUNT FOUNDATION INC WISC 6082576845 203 S PATERSON ST 200 MADISON WI 53703 TIM SEIDEL TREASURER 6082576845 2025-07-24 1 1 QUINN DUGAN P02267768 6082741980 2025-07-24 2024 2025-03-06 01:10:19Z X TIM SEIDEL 203 S PATERSON ST 200 MADISON WI 53703 11121008 0 X WWW.WISTAF.ORG X 1986 WI 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. 15 15 4 19 0 0 5296510 4557663 5442086 6368263 160101 193446 16419 1636 10915116 11121008 8981334 8796804 0 0 485049 547956 0 0 7697 178951 192370 9645334 9537130 1269782 1583878 5336577 9227968 265157 2355992 5071420 6871976 X 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. 0 1 4606093 4442500 6368263 DIRECT LEGAL SERVICES GRANTS - 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. 4571984 4354304 0 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. 1370 0 0 FORECLOSURE PREVENTION/COMMUNITY REDEVELOPMENT GRANTS 9179447 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 WI X X REBECCA MURRAY 6082576845 203 S PATERSON ST 200 MADISON WI 53703 HON JOANNE KLOPPENBURG CHAIRPERSON (THRU 06/24) 0.50 X X 0 0 0 JERRY VANG VICE CHAIRPERSON (THRU 06/24) 0.50 X X 0 0 0 MICHELLE KNUTSON TREASURER (THRU 06/24) 0.50 X X 0 0 0 TIM SEIDEL TREASURER 1.00 X X 0 0 0 BASIL BUCHKO DIRECTOR 1.00 X 0 0 0 GLENN DAHL DIRECTOR 1.00 X 0 0 0 HON SANDRA GIERNOTH DIRECTOR 1.00 X 0 0 0 HON RACHEL GRAHAM DIRECTOR 1.00 X 0 0 0 HON SHELLY GROGAN DIRECTOR 1.00 X 0 0 0 ROCHELLE JOHNSON-BENT DIRECTOR 1.00 X 0 0 0 JOSHUA KINDKEPPEL DIRECTOR 1.00 X 0 0 0 DEANNE KOLL DIRECTOR 1.00 X 0 0 0 DEANGELA MONIQUE LUNA DIRECTOR 1.00 X 0 0 0 ANNA MUNOZ DIRECTOR 1.00 X 0 0 0 TIMOTHY RADELET DIRECTOR (THRU 06/24) 0.50 X 0 0 0 JAMIE SCHAEFER DIRECTOR 1.00 X 0 0 0 CHUCK STERTZ DIRECTOR 1.00 X 0 0 0 ATTY APRIL TOY DIRECTOR 1.00 X 0 0 0 MITCH DIRECTOR 1.00 X 0 0 0 REBECCA MURRAY EXECUTIVE DIRECTOR 40.00 X 162970 0 17780 JEFFREY BROWN GRANTS PROGRAM MANAGER 40.00 X 101431 0 27420 264401 0 45200 2 0 1 0 0 4557663 4557663 TRUST ACCOUNT INTEREST INCOME 541100 5143104 5143104 ATTORNEY ASSESSMENTS 541100 920300 920300 CY PRES AWARDS 541100 225759 225759 PRO HAC VICE FEES 541100 79100 79100 6368263 193446 193446 1636 1636 1636 11121008 6368263 0 195082 8796804 8796804 180750 91788 87007 1955 283215 143821 136330 3064 24748 12567 11913 268 26625 13521 12816 288 32618 16564 15701 353 53535 28866 24067 602 10884 10884 33604 17068 16133 403 3564 1874 1654 36 5659 3121 2486 52 31176 14692 16129 355 1048 1048 12737 11161 1536 40 7641 3651 3905 85 EQUIPMENT MAINTENANCE & 18806 15321 3441 44 DUES AND SUBSCRIPTIONS 10006 5081 4817 108 3710 2499 1167 44 9537130 9179447 349986 7697 2749226 5915485 845009 828752 30750 23390 1711592 2347557 0 112784 5336577 9227968 25584 21692 239573 2219356 0 114944 265157 2355992 X 5071420 6871976 5071420 6871976 5336577 9227968 1583878 216678 0 X 0 1 X 1 1 1 X 509331 489614 1820049 5296510 4557663 12673167 509331 489614 1820049 5296510 4557663 12673167 12673167 97501 62105 69951 141686 193446 564689 13237856 18354508 0.95730 0.94360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1177 3082 4259 9532871 9537130 626857 156714 0 0 322883 385652 632267 626857 1967659 2951489 2139 109 8022 4259 14529 80721 96413 158067 156714 491915 737873 663 23 1183 1177 3046 0 OPERATING LEASE LIABILITY 114944 114944 X 11326802 216678 216678 11110124 10884 10884 11121008 9526246 0 9526246 10884 10884 9537130 PART X, LINE 2: WISTAF IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024. ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. 1 LEGAL ACTION OF WISCONSIN 633 W WISCONSIN AVE SUITE 2000 MILWAUKEE WI 53203 391077192 501(C)(3) 4720823 0 CIVIL LEGAL SERVICES WISCONSIN JUDICARE INC DBA JUDICARE LEGAL AID 401 N 5TH ST 200 WAUSAU WI 54403 391170880 501(C)(3) 985320 0 CIVIL LEGAL SERVICES LEGAL AID SOCIETY OF MILWAUKEE 728 N JAMES LOVELL ST MILWAUKEE WI 53233 390806284 501(C)(3) 540729 0 CIVIL LEGAL SERVICES ABC FOR HEALTH 32 N BASSETT ST MADISON WI 53703 391783748 501(C)(3) 420509 0 CIVIL LEGAL SERVICES DISABILITY RIGHTS WISCONSIN 1502 W BROADWAY MONONA WI 53713 391279037 501(C)(3) 304479 0 CIVIL LEGAL SERVICES KIDS MATTER INC 1850 N DR MARTIN LUTHER KING 202 MILWAUKEE WI 53212 391988488 501(C)(3) 334788 0 CIVIL LEGAL SERVICES CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE 731 W WASHINGTON ST MILWAUKEE WI 53204 390806321 501(C)(3) 196850 0 CIVIL LEGAL SERVICES CENTRO LEGAL POR DERECHOS HUMANOS 611 W NATIONAL AVE SUITE 103 MILWAUKEE WI 53204 391710549 501(C)(3) 128872 0 CIVIL LEGAL SERVICES CENTER AGAINST SEXUAL & DOMESTIC ABUSE 318 21ST AVE E SUPERIOR WI 54880 391478768 501(C)(3) 90907 0 CIVIL LEGAL SERVICES PORTAGE COUNTY LEGAL AID SOCIETY 1578 STRONGS AVE STEVENS POINT WI 54481 391785895 501(C)(3) 45000 0 CIVIL LEGAL SERVICES CATHOLIC CHARITIES OF THE DIOCESCE OF GREEN BAY 1825 RIVERSIDE DR GREEN BAY WI 54301 390808438 501(C)(3) 72325 0 CIVIL LEGAL SERVICES END DOMESTIC ABUSE WISCONSIN 1400 E WASHINTON AVE 227 MADISON WI 53703 391380437 501(C)(3) 51922 0 CIVIL LEGAL SERVICES ECONOMIC JUSTICE INSTITUTE INC 975 BASCOM MALL MADISON WI 53706 391200952 501(C)(3) 297384 0 CIVIL LEGAL SERVICES WORLD RELIEF FOX VALLEY 510 E WISCONSIN AVE APPLETON WI 54911 236393344 501(C)(3) 87577 0 CIVIL LEGAL SERVICES LOTUS LEGAL CLINIC INC 130 W BRUCE ST SUITE 450 MILWAUKEE WI 53204 475156371 501(C)(3) 32924 0 CIVIL LEGAL SERVICES VIVENT HEALTH 820 N PLANKINTON AVE MILWAUKEE WI 53203 391534049 501(C)(3) 101307 0 CIVIL LEGAL SERVICES COMMUNITY JUSTICE INC 214 N HAMILTON ST 101 MADISON WI 53703 201228751 501(C)(3) 24000 0 CIVIL LEGAL SERVICES OUR LADY QUEEN OF PEACE PARISH DBA CATHOLIC MULTICULTURAL CENTER 1862 BELD ST MADISON WI 53713 390824008 501(C)(3) 128399 0 CIVIL LEGAL SERVICES INDIANHEAD COMMUNITY ACTION AGENCY 1000 COLLEGE AVE W LADYSMITH WI 54848 391086966 501(C)(3) 87465 0 CIVIL LEGAL SERVICES CATHOLIC CHARITIES OF THE DIOCESE OF LA CROSSE 3710 EAST AVE S LA CROSSE WI 54601 391896823 501(C)(3) 17300 0 CIVIL LEGAL SERVICES LEGAL AID SOCIETY OF DOOR COUNTY 131 S 3RD AVE STURGEON BAY WI 54235 391649959 501(C)(3) 20000 0 CIVIL LEGAL SERVICES GOLDEN HOUSE 1120 UNIVERSITY AVE GREEN BAY WI 54302 391342659 501(C)(3) 53354 0 CIVIL LEGAL SERVICES HAVEN INC 1106 E 8TH ST MERRILL WI 54452 391422096 501(C)(3) 14486 0 CIVIL LEGAL SERVICES THE WOMENS CENTER 505 N EAST AVE WAUKESHA WI 53186 391269698 501(C)(3) 17597 0 CIVIL LEGAL SERVICES RAINBOW HOUSE DOMESTIC ABUSE SVCS 1530 MAIN ST MARINETTE WI 54143 391747810 501(C)(3) 19580 0 CIVIL LEGAL SERVICES 25 0 PART I, LINE 2: WISTAF USES A VARIETY OF METHODS TO MONITOR USAGE OF GRANT FUNDS (PERFORMANCE AND RISK ASSESSMENT). GRANTEES ARE REQUIRED TO SUBMIT QUARTERLY, MIDYEAR AND/OR ANNUAL REPORT OF ACTIVITIES, FINANCES, ETC. RELATED TO THE GRANTS THEY RECEIVE. IN ADDITION, WISTAF CONDUCTS MONITORING VISITS WITH GRANTEES, AS DICTATED BY THE FOUNDATION'S SUBRECIPIENT RISK ASSESSMENT AND MONITORING POLICIES AND PROCEDURES. AS THE ADMINISTRATOR OF FEDERAL FUNDING VIA THE WISCONSIN DEPARTMENT OF CHILDREN AND FAMILIES, WISTAF HAS AN OBLIGATION TO IDENTIFY AND ASSESS RISKS ASSOCIATED WITH THE USAGE AND ADMINISTRATION OF GRANT FUNDS FOR EACH OF THE SUBRECIPIENT AGENCIES ("PROVIDERS") RECEIVING FUNDING. WISTAF HAS CHOSEN TO USE THE RISK-BASED APPROACH IN EVALUATING AND MONITORING PROVIDERS' ADMINISTRATION OF FUNDS. WISTAF ASSESSES RISK AND MONITORS PERFORMANCE USING A VARIETY OF METHODS INCLUDING: PROVIDER SITE VISITS REGULAR PROVIDER REPORTING AND REVIEW OF ADDITIONAL DOCUMENTATION AND RELEVANT MATERIALS. RISK ASSESSMENTS ARE PERFORMED IN A SYSTEMATIC AND RATIONAL MANNER. ALL RESULTS ARE DOCUMENTED. X X 0 0 0 0 0 0 0 0 0 REBECCA MURRAY EXECUTIVE DIRECTOR 162970 0 0 0 0 0 16200 0 1580 0 180750 0 0 0 FORM 990, PART III, LINE 3 FUNDING FOR THE FORECLOSURE PREVENTION/COMMUNITY REDEVELOPMENT GRANTS EXPIRED DURING 2024. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT OF THE STATE BAR OF WISCONSIN SHALL APPOINT, WITH THE APPROVAL OF THE STATE BAR OF WISCONSIN BOARD OF GOVERNORS, 9 ATTORNEY DIRECTORS AND 3 NONATTORNEY DIRECTORS. THE CHIEF JUSTICE OF THE WISCONSIN SUPREME COURT SHALL APPOINT 3 DIRECTORS FROM THE WISCONSIN JUDICIARY. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND TREASURER WILL REVIEW THE REPORTS PRIOR TO FILING THEM TO ENSURE THAT THEY ARE ACCURATE AND DO NOT INDICATE ANY POTENTIAL PROBLEMS WITH THE FOUNDATION'S TAX STATUS OR FUNDRAISING LICENSE. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS OR MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER OR EMPLOYEE HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OR EMPLOYEE OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S OR EMPLOYEE'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER OR EMPLOYEE HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR COMPENSATION IS COMPARED TO AVAILABLE DATA FROM THE NATIONAL ASSOCIATION OF IOLTA PROGRAMS (NAIP) TO BEST DETERMINE COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.