Totals
- Total revenue
- $1,445,545
- Total expenses
- $1,678,319
- Contributions and grants received
- $987,932
- Grants paid
- $15,000
- Program service revenue
- $302,748
- Investment income
- $152,389
- Other revenue
- $2,476
- Total assets, end of year
- $6,797,801
- Total liabilities, end of year
- $315,391
- Net assets or fund balances, end of year
- $6,482,410
- Program services expenses (Part IX)
- $1,191,299
- Management and general expenses
- $335,583
- Fundraising expenses
- $151,437
- Program service expenses (Part III)
- $1,191,299
Program services were 71.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$388,305
-
1e · Government grants (contributions)
$274,403
-
1f · All other contributions, gifts and grants
$325,224
-
1g · Noncash contributions included above
$8,324
-
2a · Program service revenue: CONTRACTS
total $205,872 · related or exempt $205,872
-
2b · Program service revenue: MEETINGS
total $91,870 · related or exempt $91,870
-
2c · Program service revenue: SUBSCRIPTIONS AND PUBLICATIONS
total $5,006 · related or exempt $5,006
-
3 · Investment income
total $170,616 · excluded $170,616
-
7a · Gross sales of assets other than inventory
securities $21,689
-
7b · Less cost or other basis and sales expenses
securities $39,916
-
7c · Gain or loss
securities -$18,227
-
7d · Net gain or loss
total -$18,227 · excluded -$18,227
-
11d · All other revenue
total $2,476 · excluded $2,476
-
11e · Other revenue, total
$2,476
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $15,000 · program services $15,000
-
5 · Compensation of officers, directors and key employees
total $256,644 · program services $128,322 · management and general $51,329 · fundraising $76,993
-
7 · Other salaries and wages
total $921,666 · program services $741,458 · management and general $145,745 · fundraising $34,463
-
8 · Pension plan contributions
total $33,505 · program services $24,732 · management and general $5,604 · fundraising $3,169
-
9 · Other employee benefits
total $77,045 · program services $56,871 · management and general $12,886 · fundraising $7,288
-
10 · Payroll taxes
total $67,933 · program services $50,145 · management and general $11,362 · fundraising $6,426
-
11c · Fees: accounting
total $33,495 · management and general $33,495
-
11f · Fees: investment management
total $29,399 · management and general $29,399
-
11g · Fees: other
total $53,034 · program services $37,598 · management and general $2,936 · fundraising $12,500
-
13 · Office expenses
total $15,939 · program services $11,767 · management and general $2,665 · fundraising $1,507
-
14 · Information technology
total $10,040 · program services $7,411 · management and general $1,679 · fundraising $950
-
16 · Occupancy
total $48,943 · program services $36,128 · management and general $8,186 · fundraising $4,629
-
17 · Travel
total $10,616 · program services $7,836 · management and general $1,776 · fundraising $1,004
-
19 · Conferences, conventions and meetings
total $63,067 · program services $60,004 · management and general $2,353 · fundraising $710
-
20 · Interest
total $203 · management and general $203
-
22 · Depreciation, depletion and amortization
total $5,812 · program services $4,290 · management and general $972 · fundraising $550
-
23 · Insurance
total $14,569 · program services $9,737 · management and general $3,584 · fundraising $1,248
-
24a · Other expenses: MEMBERSHIP DUES
total $4,332 · management and general $4,332
-
24e · All other expenses
total $17,077 · management and general $17,077
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $37,514 · end of year $98,476
-
2 · Savings and temporary cash investments
beginning of year $409,482 · end of year $413,390
-
3 · Pledges and grants receivable
beginning of year $313,797 · end of year $100,057
-
4 · Accounts receivable
beginning of year $13,473 · end of year $17,017
-
8 · Inventories for sale or use
beginning of year $1,632 · end of year $653
-
9 · Prepaid expenses and deferred charges
beginning of year $27,377 · end of year $9,092
-
10a · Land, buildings and equipment: cost or other basis
$91,610
-
10b · Land, buildings and equipment: accumulated depreciation
$91,493
-
10c · Land, buildings and equipment, net
beginning of year $18,610 · end of year $117
-
11 · Investments: publicly traded securities
beginning of year $6,143,766 · end of year $5,174,763
-
12 · Investments: other securities
beginning of year $210,856 · end of year $120,407
-
15 · Other assets
beginning of year $909,355 · end of year $863,829
-
17 · Accounts payable and accrued expenses
beginning of year $54,878 · end of year $51,448
-
19 · Deferred revenue
beginning of year $1,430 · end of year $138,630
-
25 · Other liabilities
beginning of year $18,651 · end of year $125,313
-
27 · Net assets without donor restrictions
beginning of year $6,559,355 · end of year $5,227,108
-
28 · Net assets with donor restrictions
beginning of year $1,451,548 · end of year $1,255,302
Mission and programs · 2022
Mission
WE CONDUCT IMPARTIAL PUBLIC POLICY RESEARCH AND ANALYSIS TO DRIVE INFORMED DEBATE AND EFFECTIVE DECISION-MAKING IN THE STATE OF WISCONSIN.
-
AS WISCONSIN'S MOST RESPECTED NONPARTISAN POLICY RESEARCH ORGANIZATION, WE AIM TO IMPROVE THE QUALITY OF GOVERNMENT DECISION-MAKING IN WISCONSIN. WE BRING TO LIGHT NEW KNOWLEDGE ON ISSUES IMPORTANT TO STATE GOVERNMENT, LOCAL GOVERNMENT, SCHOOLS, METRO MILWAUKEE, AND WISCONSIN'S ECONOMY. WE PROVIDE IMPARTIAL DATA AND ANALYSIS THAT WILL ALLOWGOVERNMENT LEADERS AND THE PUBLIC TO CONSIDER ALL SIDES OF CRITICAL POLICY ISSUES. WE CREATE AN EFFECTIVE, VISIBLE PLATFORM TO EDUCATE AND INFORM POLICY MAKERS, CIVIC AND BUSINESS LEADERS, THE MEDIA, AND OTHERS.IN 2022, THE WISCONSIN POLICY FORUM PUBLISHED 55 REPORTS COVERING A MIX OF BOTH LOCAL AND STATEWIDE POLICY ISSUES AND OUR WORK WAS COVERED BY MAJOR WISCONSIN MEDIA OUTLETS MORE THAN 500 TIMES. WE ALSO HELD THREE VIRTUAL PUBLIC POLICY DISCUSSION PROGRAMS AND TWO IN-PERSON VIEWPOINT LUNCHEONS THAT ATTRACTED A COMBINED TOTAL OF MORE THAN 800 VIEWERS AND ATTENDEES A SALUTE TO LOCAL GOVERNMENT EVENT THAT ATTRACTED MORE THAN 400 ATTENDEES.
Expenses $1,191,299 · Grants $15,000 · Revenue $302,748
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Steve RadkeSTEVE RADKE
AT-LARGE MEMBER (THRU FEBRUARY)
- Total calculated
- $0
- Hours/week
- 1
-
Leigh RileyLEIGH RILEY
AT-LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia RooksCYNTHIA ROOKS
AT-LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tom RettlerTOM RETTLER
AT-LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bradley ViegutBRADLEY VIEGUT
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Grady CrosbyGRADY CROSBY
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Mark CzarneckiMARK CZARNECKI
VICE-CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
Rana AltenburgRANA ALTENBURG
AT-LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James ArchamboJAMES ARCHAMBO
AT-LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Helen GurholtHELEN GURHOLT
AT-LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth MunsonKENNETH MUNSON
VICE-CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Bognar ZiererJENNIFER BOGNAR ZIERER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Susan CallananSUSAN CALLANAN
AT-LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Adam RaschkaADAM RASCHKA
AT-LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert HenkenROBERT HENKEN
PRESIDENT
- Total calculated
- $233,643
- From this org
- $198,548
- From related orgs
- $0
- Other
- $35,095
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $198,290
- Bonus
- $0
- Other
- $258
- Deferred
- $9,130
- Nontaxable benefits
- $25,965
- Filer's total
- $233,643
-
Jason SteinJASON STEIN
VICE PRESIDENT & RESEARCH DIRECTOR
- Total calculated
- $142,250
- From this org
- $122,068
- From related orgs
- $0
- Other
- $20,182
- Hours/week
- 40
-
Kathryn HofmanKATHRYN HOFMAN
FUND DEVELOPMENT AND MEMBERSHIP DIRECTOR
- Total calculated
- $106,262
- From this org
- $100,846
- From related orgs
- $0
- Other
- $5,416
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 19 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202322969349300342
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