Wisconsin Trust Account Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,503,072 | 1,569,452 | −66,380 | 15.4 | 9% |
| 2012 | 1,710,091 | 1,671,756 | 38,335 | 15.7 | 9% |
| 2013 | 1,428,974 | 1,724,043 | −295,069 | 14.5 | 9% |
| 2014 | 1,439,330 | 1,705,347 | −266,017 | 12.9 | 9% |
| 2015 | 1,939,591 | 1,808,461 | 131,130 | 12.5 | 9% |
| 2016 | 7,501,424 | 1,875,766 | 5,625,658 | 42.4 | 9% |
| 2017 | 2,244,015 | 2,671,146 | −427,131 | 28.1 | 8% |
| 2018 | 2,275,515 | 3,036,630 | −761,115 | 21.2 | 6% |
| 2019 | 3,251,142 | 3,235,481 | 15,661 | 20.9 | 6% |
| 2020 | 2,893,054 | 3,346,427 | −453,373 | 18.7 | 9% |
| 2021 | 2,869,103 | 3,457,650 | −588,547 | 16.4 | 9% |
| 2022 | 3,801,162 | 4,721,009 | −919,847 | 9.2 | 7% |
| 2023 | 10,915,116 | 9,645,334 | 1,269,782 | 6.3 | 4% |
In its most recent public year (2023), this organization brought in $1,269,782 more than it spent. Its reserves stood at about 6.3 months of spending, down from 15.4 in 2011. Staff pay was 4% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Wisconsin Trust Account Foundation's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works