Overview Money In Money Out People Positions Interview Endorsements
About We enhance the well-being of people of ALL AGES with disabilities across wisconsin through the management of special needs trusts by promoting more choice and opportunities.
Donations are tax-deductible
Financial Snapshot FY ending 2024-12-31 Financial history 16 17 18 19 20 21 22 23 24
Revenue Expenses
Latest FY2024: $13.0M · Avg: $7.5M
Political & Grant Activity Address 226 Corporate DR
Madison, WI, 53714-240
Governance Voting board members 21
Independent members 21
Conflict-of-interest policy Yes
Whistleblower policy Yes
Doc-retention policy Yes
Audit committee Yes
990 reviewed by board Yes
Compensation practices Severance payments No
Equity-based comp No
Supplemental retirement plan No
Board approved comp Yes
Initial contract exception No
Financial detail (Schedule D) Board-designated % 100.0%
Permanent endowment % 0.0%
Endowment held by related org No
Public records
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