Wisconsin Council of Life Insurers Inc

Nonprofit profile at a glance

EIN
391288129
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025
Location
Sun Prairie, WI, USA
Phone
6082254695
Rating confidence
Limited

Reported finances

Revenue
$188,594
Expenses
$145,004
Assets
$188,516
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • ASHLEE PENA (PRESIDENT)
  • SUSAN CALLANAN (VICE PRESIDENT)

People named in this filing

  • ASHLEE PENA (PRESIDENT)
  • SUSAN CALLANAN (VICE PRESIDENT)
  • CYNDI FELD (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Wisconsin council of life insurers, inc. Advances the common interests of the Wisconsin life and health insurance industry; represents the industry in contact with all branches of state government; serves as an industry spokesman to the public; assists in maintaining high standards of performance and conduct in the business of life and health insurance; and provides its members a forum for discussion of matters of significance.

What it reported doing in 2025

To advance all common interests of the Wisconsin life and health insurance industry; to represent that industry in its contact with all branches of state government; to serve as an industry spokesman to the public; to assist in maintaining high standards of performance and conduct in the business of life and health insurance; and to provide its members a forum for discussion of matters of significance.

Operating model

Revenue model
Membership-supported. 100% of the money available for current operations came from membership dues.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 71
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 23.1%; rating input score 75; 75th percentile among comparable filings
  • Total-asset coverage ratio: 1.3; rating input score 67; 67th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 0.3% per year; rating input score 100; 20th percentile among comparable filings
  • Asset growth: 5.1% per year; rating input score 100; 43rd percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.