2026-07-23T15:32:07-04:00 2025-12-31 391658423 KERBERROSE SC 4211 N LIGHTNING DR APPLETON WI 54913 990 2025-01-01 391555465 WISCONSIN TRUST ACCOUNT FOUNDATION INC WISC 6082576845 203 S PATERSON ST MADISON WI 53703 TIM SEIDEL TREASURER 6082576845 2026-07-20 true LAURA STINSKI CPA P02069209 9209930105 2026-07-20 2025 2025-03-06 01:10:19Z TIM SEIDEL 2921 LANDMARK PLACE SUITE 300 MADISON WI 53713 12752098 false 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 5 19 0 4557663 3684277 6368263 8904847 193446 162948 1636 26 11121008 12752098 8796804 8911203 0 547956 577245 0 7755 192370 222013 9537130 9710461 1583878 3041637 9227968 13557626 2355992 3280125 6871976 10277501 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. false false 5664181 5423475 8904847 DIRECT LEGAL SERVICES GRANTS - WISTAF'S LONGEST-STANDING GRANT PROGRAM FUNDS A RANGE OF CIVIL LEGAL SERVICES FOR WISCONSINITES WITH LIMITED INCOMES, HELPING THEM TO RESOLVE MAJOR PROBLEMS THAT CREATE BARRIERS TO ACHIEVING PERSONAL SAFETY, FINANCIAL INDEPENDENCE, AND COMMUNITY STABILITY. THE FOUNDATION MADE DIRECT LEGAL SERVICES GRANTS TO SEVENTEEN NON-PROFIT CIVIL LEGAL SERVICES PROVIDER 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 CIVIL LEGAL SERVICES 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. 3690886 3487728 CIVIL LEGAL SERVICES (STATE/FEDERAL) - WISTAF CONTRACTED WITH THE WISCONSIN DEPARTMENT OF CHILDREN AND FAMILIES (DCF) TO ADMINISTER SUBCONTRACTS WITH NONPROFIT CIVIL LEGAL SERVICES PROVIDER AGENCIES TO: ASSIST TANF-ELIGIBLE CLIENTS WITH CIVIL LEGAL SERVICES RELATED TO DOMESTIC VIOLENCE AND/OR SEXUAL ABUSE AND PROVIDE LEGAL SERVICES IN CIVIL MATTERS FOR LOW-INCOME INDIVIDUALS WHO NEED LEGAL ASSISTANCE TO RECOVER FROM THE COVID-19 PANDEMIC. 9355067 true true false true false false false false false false false false false false true true true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 5 0 5 true false false false false false false false false false false false false X 15 15 false false false false false true false true true false false false true true true true true true false false WI X X REBECCA MURRAY 6082576845 203 S PATERSON STREET SUITE 200 MADISON WI 53703 REBECCA MURRAY EXECUTIVE DI 40.00 X 171761 0 18797 JEFFERY BROWN GRANTS PROGR 40.00 X 105092 0 29011 BASIL BUCHKO CHAIRPERSON 1.00 X X 0 0 0 GLENN DAHL DIRECTOR 0.50 X 0 0 0 HON SANDRA GIERNOTH DIRECTOR 1.00 X 0 0 0 HON RACHEL GRAHAM VICE CHAIRPE 1.00 X X 0 0 0 HON SHELLY GROGAN DIRECTOR 1.00 X 0 0 0 ALISON HELLAND DIRECTOR 0.50 X 0 0 0 ROCHELLE JOHNSON-BENT DIRECTOR 1.00 X 0 0 0 JOSHUA KINDKEPPEL CHAIRPERSON 0.50 X X 0 0 0 DEANNE KOLL DIRECTOR 0.50 X 0 0 0 DEANGELA MONIQUE LUNA DIRECTOR 1.00 X 0 0 0 MITCH DIRECTOR 1.00 X 0 0 0 ANNA MUNOZ DIRECTOR 1.00 X 0 0 0 JAMIE SCHAEFER SECRETARY 1.00 X X 0 0 0 TIM SEIDEL TREASURER 1.00 X X 0 0 0 TATIANA SHIRASAKI DIRECTOR 0.50 X 0 0 0 JESSICA SHRESTHA DIRECTOR 0.50 X 0 0 0 CHUCK STERTZ DIRECTOR 1.00 X 0 0 0 APRIL TOY DIRECTOR 0.50 X 0 0 0 MICHAEL WILSON DIRECTOR 0.50 X 0 0 0 276853 47808 2 false true false 3683130 1147 3684277 TRUST ACCOUNT INTEREST 541100 7050833 7050833 ATTORNEY ASSESSMENTS 541100 1430400 1430400 CY PRES AWARDS 541100 342714 342714 PRO HAC VICE FEES 541100 80900 80900 8904847 162948 162948 MISCELLANEOUS INCOME 26 26 26 12752098 8904847 162974 8911203 8911203 190558 97133 91284 2141 325248 165461 156122 3665 27637 16737 10665 235 33802 15807 17579 416 55060 27344 27116 600 12143 12143 19755 18938 808 9 14467 7291 7016 160 63787 63424 355 8 23759 11349 12129 281 624 612 12 9655 7048 2593 14 8301 3996 4210 95 DUES AND SUBSCRIPTIONS 11695 6613 4970 112 MISCELLANEOUS EXPENSES 2767 2111 649 7 9710461 9355067 347639 7755 5915485 7600183 828752 1373617 23390 21565 2347557 4466915 112784 93546 1800 9227968 13557626 21692 22513 2219356 3160322 114944 97290 2355992 3280125 X 6871976 10277501 6871976 10277501 9227968 13557626 3041637 363888 X false true X true true true X 489614 1820049 5296510 4557663 3684277 15848113 489614 1820049 5296510 4557663 3684277 15848113 15848113 62105 69951 141686 193446 162948 630136 26 26 16478275 8904847 0.96180 0.95730 X PART II, LINE 10 MISCELLANEOUS INCOME 26 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6096 9120 15216 9339851 9355067 617753 154438 385652 632267 626857 617753 2262529 3393794 109 8022 4259 15216 27606 96413 158067 156714 154438 565632 848448 23 1183 1177 6096 8479 LEASE LIABILITY 97290 97290 X 13103843 363888 363888 12739955 12143 12143 12752098 9698318 9698318 12143 12143 9710461 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS QUALIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO INCOME TAX PROVISION IS RECOGNIZED FOR FINANCIAL REPORTING PURPOSES. THE ORGANIZATION EVALUATES ITS TAX POSITIONS BASED ON WHETHER OR NOT THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE EVALUATION INCLUDES MONITORING CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS FOR POTENTIAL IMPLICATIONS TO ITS TAX STATUS AND POSITIONS. THE ORGANIZATION IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE ORGANIZATION DOES NOT HAVE ANY INCOME IT CONSIDERS TO BE UNRELATED INCOME. true ABC FOR HEALTH 32 N BASSETT ST MADISON WI 53703 391783748 501C3 443786 CIVIL LEGAL SERVICES CATHOLIC CHARITIES - GREEN BAY 1825 RIVERSIDE DR GREEN BAY WI 54301 390808438 501C3 72969 CIVIL LEGAL SERVICES CATHOLIC CHARITIES - MILWAUKEE 731 W WASHINGTON ST MILWAUKEE WI 53204 390806321 501C3 165280 CIVIL LEGAL SERVICES CATHOLIC CHARITIES - LA CROSSE 3710 EAST AVE S LA CROSSE WI 54601 391896823 501C3 18000 CIVIL LEGAL SERVICES CATHOLIC MULTICULTURAL CENTER 1862 BELD ST MADISON WI 53713 390824008 501C3 219190 CIVIL LEGAL SERVICES CENTRO LEGAL 611 W WASHINGTON ST MILWAUKEE WI 53204 391710549 501C3 196311 CIVIL LEGAL SERVICES COMMUNITY JUSTICE INC 214 N HAMILTON ST 101 MADISON WI 53703 201228751 501C3 68477 CIVIL LEGAL SERVICES DISABILITY RIGHTS WISCONSIN 1502 W BROADWAY MONONA WI 53713 391279037 501C3 500600 CIVIL LEGAL SERVICES ECONOMIC JUSTICE INSTITUTE 975 BASCOM MALL MADISON WI 53706 391200952 501C3 116265 CIVIL LEGAL SERVICES END DOMESTIC ABUSE WISCONSIN 1400 E WASHINGTON AVE 227 MADISON WI 53703 391380437 501C3 99740 CIVIL LEGAL SERVICES GOLDEN HOUSE 1120 UNIVERSITY AVE GREEN BAY WI 54302 391342659 501C3 22489 CIVIL LEGAL SERVICES HAVEN 1106 E 8TH ST MERRILL WI 54452 391422096 501C3 22600 CIVIL LEGAL SERVICES INDIANHEAD COMMUNITY ACTION AGENCY 1000 COLLEGE AVE W LADYSMITH WI 54848 391086966 501C3 20658 CIVIL LEGAL SERVICES KIDS MATTER INC 1850 N DR MARTIN LUTHER KING 202 MILWAUKEE WI 53212 391988488 501C3 208987 CIVIL LEGAL SERVICES LEGAL ACTION OF WISCONSIN 633 W WISCONSIN AVE SUITE 2000 MILWAUKEE WI 53203 391077192 501C3 3832752 CIVIL LEGAL SERVICES LEGAL AID SOCIETY DOOR COUNTY 131 S 3RD AVE STURGEON BAY WI 54235 391649959 501C3 25000 CIVIL LEGAL SERVICES LEGAL AID SOCIETY MILWAUKEE 728 N JAMES LOVELL ST MILWAUKEE WI 53204 390806284 501C3 599944 CIVIL LEGAL SERVICES LEGAL AID SOCIETY PORTAGE COUNTY 1578 STRONGS AVE STEVENS POINT WI 54481 391785895 501C3 70290 CIVIL LEGAL SERVICES LOTUS LEGAL CLINIC 130 W BRUCE ST SUITE 450 MILWAUKEE WI 53204 475156371 501C3 60000 CIVIL LEGAL SERVICES THE WOMEN'S CENTER 505 N EAST AVE WAUKESHA WI 53186 391269698 501C3 7867 CIVIL LEGAL SERVICES VIVENT HEALTH 820 N PLANKINTON AVE MILWAUKEE WI 53203 391534049 501C3 12500 CIVIL LEGAL SERVICES WISCONSIN JUDICARE INC 401 N 5TH ST 200 WAUSAU WI 54403 391170880 501C3 1923266 CIVIL LEGAL SERVICES WORLD RELIEF FOX VALLEY 510 E WISCONSIN AVE APPLETON WI 54911 236393344 501C3 46200 CIVIL LEGAL SERVICES CENTER AGAINST SEXUAL & DOMESTIC ABUSE 318 21ST ST AVE E SUPERIOR WI 54880 391478768 501C3 129772 CIVIL LEGAL SERVICES RAINBOW HOUSE DOMESTIC ABUSE SERVICES 1530 MAIN ST MARINETTE WI 54143 391747810 501C3 28260 CIVIL LEGAL SERVICES 25 SCHEDULE I, PAGE 1, 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 RECEIVED. IN ADDITION, WISTAF CONDUCTS MONITORING VISITS WITH GRANTEES, AS DICTATED BY THE FOUNDATION'S SUBRECIPIENT RISK ASSESSMENT AND MONITORING POLICIIES 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 SUBREIPIENT AGENCIES ("PROVIDERS") RECEIVING FUNDS. 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 INVLUDING: 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 false false false false false false false false false REBECCA MURRAY EXECUTIVE DIRECTOR 171761 17129 1668 190558 FORM 990, PAGE 2, PART III, LINE 4A DIRECT LEGAL SERVICES GRANTS - WISTAF'S LONGEST-STANDING GRANT PROGRAM FUNDS A RANGE OF CIVIL LEGAL SERVICES FOR WISCONSINITES WITH LIMITED INCOMES, HELPING THEM TO RESOLVE MAJOR PROBLEMS THAT CREATE BARRIERS TO ACHIEVING PERSONAL SAFETY, FINANCIAL INDEPENDENCE, AND COMMUNITY STABILITY. THE FOUNDATION MADE DIRECT LEGAL SERVICES GRANTS TO SEVENTEEN NON-PROFIT CIVIL LEGAL SERVICES PROVIDER 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 CIVIL LEGAL SERVICES 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. FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.