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← WESTOWN ASSOCIATION OF MILWAUKEE INC

Form 990 for tax year 2023

Filed by WESTOWN ASSOCIATION OF MILWAUKEE INC.

Totals

Total revenue
$596,768
Total expenses
$544,974
Contributions and grants received
$209,011
Grants paid
$0
Program service revenue
$389,615
Investment income
$211
Other revenue
-$2,069
Total assets, end of year
$177,869
Total liabilities, end of year
$9,850
Net assets or fund balances, end of year
$168,019
Program services expenses (Part IX)
$432,630
Management and general expenses
$96,744
Fundraising expenses
$15,600
Program service expenses (Part III)
$432,630

Program services were 79.4% 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

    $28,733

  • 1c · Fundraising events

    $11,250

  • 1f · All other contributions, gifts and grants

    $169,028

  • 1g · Noncash contributions included above

    $30,519

  • 2a · Program service revenue: MANAGEMENT INCOME

    total $208,471 · related or exempt $208,471

  • 2b · Program service revenue: NIGHT MARKET

    total $159,814 · related or exempt $159,814

  • 2c · Program service revenue: FARMERS MARKET

    total $14,970 · related or exempt $14,970

  • 2d · Program service revenue: ST. PATRICKS DAY PARAD

    total $3,360 · related or exempt $3,360

  • 2e · Program service revenue: ANNUAL MEETING

    total $3,000 · related or exempt $3,000

  • 3 · Investment income

    total $211 · excluded $211

  • 8a · Fundraising events: gross income

    $24,975

  • 8a · Fundraising events: contributions included on line 1c

    $11,250

  • 8b · Fundraising events: direct expenses

    $27,594

  • 8c · Net income from fundraising events

    total -$2,619 · excluded -$2,619

  • 11a · Other revenue: MISC INCOME

    total $550 · excluded $550

  • 11e · Other revenue, total

    $550

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $124,400 · program services $87,080 · management and general $31,100 · fundraising $6,220

  • 7 · Other salaries and wages

    total $93,084 · program services $65,159 · management and general $23,271 · fundraising $4,654

  • 9 · Other employee benefits

    total $9,360 · program services $6,552 · management and general $2,340 · fundraising $468

  • 10 · Payroll taxes

    total $15,614 · program services $10,929 · management and general $3,904 · fundraising $781

  • 11c · Fees: accounting

    total $9,650 · management and general $9,650

  • 11e · Fees: professional fundraising services

    total $2,500 · fundraising $2,500

  • 11g · Fees: other

    total $1,256 · management and general $1,256

  • 13 · Office expenses

    total $12,471 · program services $8,730 · management and general $3,118 · fundraising $623

  • 14 · Information technology

    total $3,548 · program services $1,367 · management and general $2,083 · fundraising $98

  • 16 · Occupancy

    total $2,730 · program services $1,910 · management and general $683 · fundraising $137

  • 19 · Conferences, conventions and meetings

    total $12,959 · program services $3,213 · management and general $9,746

  • 22 · Depreciation, depletion and amortization

    total $5,460 · program services $4,744 · management and general $597 · fundraising $119

  • 23 · Insurance

    total $5,766 · management and general $5,766

  • 24a · Other expenses: NIGHT MARKET EXPENSES

    total $184,861 · program services $184,861

  • 24b · Other expenses: ST PATRICK'S DAY PARADE

    total $44,791 · program services $44,791

  • 24c · Other expenses: FARMERS MARKET EXPENSES

    total $9,198 · program services $9,198

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $3,230 · program services $0 · management and general $3,230

  • 24e · All other expenses

    total $4,096 · program services $4,096

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $89,576 · end of year $120,497

  • 4 · Accounts receivable

    beginning of year $514 · end of year $6,164

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,100 · end of year $10,166

  • 10a · Land, buildings and equipment: cost or other basis

    $15,938

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,979

  • 10c · Land, buildings and equipment, net

    beginning of year $4,861 · end of year $10,959

  • 14 · Intangible assets

    beginning of year $18,157 · end of year $30,083

  • 17 · Accounts payable and accrued expenses

    beginning of year $983 · end of year $9,850

  • 27 · Net assets without donor restrictions

    beginning of year $116,225 · end of year $168,019

Mission and programs · 2023

Mission

THE ORGANIZATION CHAMPIONS SOCIAL AND ECONOMIC DEVELOPMENT OF THE WESTOWN AND SURROUNDING NEIGHBORHOOD THROUGH SPECIAL EVENT MARKETING, BUSINESS RESOURCES, GROWTH INITIATIVES AND PUBLIC/PRIVATE PARTNERSHIPS THAT IMPROVE THE QUALITY OF LIFE AND VITALITY OF THE DISTRICT.

Activities or mission (Part I)

THE ORGANIZATION CHAMPIONS SOCIAL AND ECONOMIC DEVELOPMENT OF THE WESTOWN NEIGHBORHOOD THROUGH SPECIAL EVENT MARKETING, BUSINESS RESOURCES, GROWTH INITIATIVES AND PUBLIC/PRIVATE PARTNERSHIPS THAT IMPROVE THE QUALITY OF LIFE AND VITALITY OF THE DISTRICT.

  • ENHANCED WESTOWN AND SURROUNDING NEIGHBORHOOD THROUGH A DIVERSE MIXTURE OF RESIDENTIAL, RETAIL, COMMERCIAL AND ENTERTAINMENT CHOICES. 2023 PROGRAM EVENTS INCLUDE: ST PATRICK'S DAY PARADE, NIGHT MARKET, FARMERS' MARKET AND ANNUAL MEETING.

    Expenses $432,630 · Revenue $389,615

As filed on the 2023 return.

Listed in Part VII

  • MARTY BROOKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BOBBY WILTGEN

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • COURTNEY MORRIS

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • JOHN HENNESSY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MIKE KENNEY

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • LISA KURSZEWSKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOAN JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KIM GUERRO

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • MEG MCKENNA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • NICK KOTSONIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JEFF SHERMAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • PAT KRESSIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SUSAN ERTEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHELLE HAIDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TRACIE PARENT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DAN ROSENFELD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MELISSA LUKIC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHELLE MATTSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KELSEY OTERO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SAMIR SIDDIQUE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • STACIE CALLIES

    EXECUTIVE DIRECTOR

    Total calculated
    $119,400
    From this org
    $106,260
    From related orgs
    $0
    Other
    $13,140
    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.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • WESTOWN BUSINESS IMPROVEMENT DISTRICT NO 5

    501 · BUSINESS IMPROVEMENT DISTRICT - WESTERN SECTION OF DOWNTOWN MILWAUKEE · WI

    Directly controlled by CITY OF MILWAUKEE

Provenance

Return type
form_990
Tax year
2023
Filed
21 August 2024
IRS schema version
2023v5.1
Source object
202402429349301205

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