Form 990 for tax year 2025
Filed by LEGAL AID SOCIETY OF MILWAUKEE.
Totals
- Total revenue
- $5,754,018
- Total expenses
- $5,232,937
- Contributions and grants received
- $5,481,143
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $188,631
- Other revenue
- $84,244
- Total assets, end of year
- $7,505,819
- Total liabilities, end of year
- $80,601
- Net assets or fund balances, end of year
- $7,425,218
- Program services expenses (Part IX)
- $4,748,068
- Management and general expenses
- $422,470
- Fundraising expenses
- $62,399
- Program service expenses (Part III)
- $4,748,068
Program services were 90.7% 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.
-
1a · Federated campaigns
$149,116
-
1c · Fundraising events
$203,854
-
1e · Government grants (contributions)
$3,517,511
-
1f · All other contributions, gifts and grants
$1,610,662
-
3 · Investment income
total $88,954 · excluded $88,954
-
7a · Gross sales of assets other than inventory
securities $99,677
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $99,677
-
7d · Net gain or loss
total $99,677 · excluded $99,677
-
8a · Fundraising events: gross income
$39,596
-
8a · Fundraising events: contributions included on line 1c
$203,854
-
8b · Fundraising events: direct expenses
$39,596
-
8c · Net income from fundraising events
total $0
-
11d · All other revenue
total $84,244 · excluded $84,244
-
11e · Other revenue, total
$84,244
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $182,201 · program services $118,431 · management and general $63,770
-
7 · Other salaries and wages
total $3,884,221 · program services $3,604,216 · management and general $271,087 · fundraising $8,918
-
9 · Other employee benefits
total $343,726 · program services $323,705 · management and general $19,011 · fundraising $1,010
-
10 · Payroll taxes
total $326,586 · program services $299,445 · management and general $26,410 · fundraising $731
-
11c · Fees: accounting
total $33,504 · program services $22,725 · management and general $1,380 · fundraising $9,399
-
11f · Fees: investment management
total $16,972 · management and general $16,972
-
11g · Fees: other
total $75,050 · program services $50,905 · management and general $3,090 · fundraising $21,055
-
12 · Advertising and promotion
total $13,534 · program services $11,044 · management and general $1,142 · fundraising $1,348
-
13 · Office expenses
total $40,854 · program services $35,810 · management and general $2,131 · fundraising $2,913
-
14 · Information technology
total $32,163 · program services $21,816 · management and general $1,324 · fundraising $9,023
-
16 · Occupancy
total $174,062 · program services $162,151 · management and general $11,330 · fundraising $581
-
17 · Travel
total $10,890 · program services $10,330 · management and general $560
-
19 · Conferences, conventions and meetings
total $11,208 · program services $10,929 · management and general $279
-
23 · Insurance
total $6,218 · program services $5,611 · management and general $578 · fundraising $29
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $42,290 · program services $40,301 · management and general $1,911 · fundraising $78
-
24b · Other expenses: EQUIPMENT MAINTENANCE A
total $17,440 · program services $16,393 · management and general $996 · fundraising $51
-
24c · Other expenses: COURT COSTS
total $12,925 · program services $12,925
-
24e · All other expenses
total $9,093 · program services $1,331 · management and general $499 · fundraising $7,263
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $527 · end of year $527
-
2 · Savings and temporary cash investments
beginning of year $2,797,662 · end of year $3,863,237
-
4 · Accounts receivable
beginning of year $415,693 · end of year $272,411
-
9 · Prepaid expenses and deferred charges
beginning of year $45,441 · end of year $44,080
-
10a · Land, buildings and equipment: cost or other basis
$448,396
-
10b · Land, buildings and equipment: accumulated depreciation
$448,396
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $2,473,421 · end of year $2,762,209
-
15 · Other assets
beginning of year $1,126,914 · end of year $563,355
-
17 · Accounts payable and accrued expenses
beginning of year $26,562 · end of year $29,570
-
21 · Escrow or custodial account liability
beginning of year $41,903 · end of year $41,903
-
25 · Other liabilities
beginning of year $128,190 · end of year $9,128
-
27 · Net assets without donor restrictions
beginning of year $5,396,700 · end of year $6,642,878
-
28 · Net assets with donor restrictions
beginning of year $1,266,303 · end of year $782,340
Mission and programs · 2025
Mission
PROVIDE LEGAL SERVICES TO LOW INCOME PERSONS.
Activities or mission (Part I)
PROVIDE FREE LEGAL SERVICES TO INDIVIDUALS IN THE MILWAUKEE AREA WHO ARE FINANCIALLY UNABLE TO PAY FOR SUCH SERVICES.
-
GUARDIAN AD LITEM - PROVIDES LEGAL REPRESENTATION TO INDIGENT MINORS IN MILWAUKEE COUNTY.
Expenses $2,669,796
-
CIVIL DIVISION - PROVIDES FREE LEGAL ASSISTANCE TO NEEDY MILWAUKEE FAMILIES HAVING SERIOUS CIVIL LEGAL PROBLEMS IN THE AREA OF FAMILY, CONSUMER, PUBLIC BENEFITS, HOUSING, AND CIVIL RIGHTS LAW.
Expenses $2,078,272
-
EVICTION FREE MILWAUKEE (EFM) - PROVIDES LEGAL REPRESENTATION TO INDIVIDUALS FIGHTING EVICTION FROM THEIR HOMES.
As filed on the 2025 return.
Listed in Part VII
-
Stacey C Gerber WardSTACEY C GERBER WARD
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Nora M PlattNORA M PLATT
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Patrick DunphyPATRICK DUNPHY
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Guy R TempleGUY R TEMPLE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Daniel D BlinkaDANIEL D BLINKA
SECRETARY (THRU JUNE 2025)
- Total calculated
- $0
- Hours/week
- 1
-
Anthony AnzelmoANTHONY ANZELMO
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sunella Jones AshSUNELLA JONES ASH
MEMBER (THRU JUNE 2025)
- Total calculated
- $0
- Hours/week
- 1
-
Sean O BosackSEAN O BOSACK
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Louis B ButlerLOUIS B BUTLER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joshua GimbelJOSHUA GIMBEL
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jacob HamburgerJACOB HAMBURGER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Colin LooneyCOLIN LOONEY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kristin OcchettiKRISTIN OCCHETTI
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
S Edward SarskasS EDWARD SARSKAS
MEMBER (THRU JUNE 2025)
- Total calculated
- $0
- Hours/week
- 1
-
Christopher SchreiberCHRISTOPHER SCHREIBER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Peter J StonePETER J STONE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Timothy S TrecekTIMOTHY S TRECEK
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
S Danielle WhiteS DANIELLE WHITE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Colleen FoleyCOLLEEN FOLEY
EXECUTIVE DIRECTOR
- Total calculated
- $182,201
- From this org
- $179,750
- From related orgs
- $0
- Other
- $2,451
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $179,750
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $2,451
- Filer's total
- $182,201
-
Anne Abell OlsonANNE ABELL OLSON
MANAGING ATTORNEY
- Total calculated
- $117,850
- From this org
- $116,073
- From related orgs
- $0
- Other
- $1,777
- Hours/week
- 40
-
Nicholas TomanNICHOLAS TOMAN
MANAGING ATTORNEY
- Total calculated
- $112,224
- From this org
- $110,295
- From related orgs
- $0
- Other
- $1,929
- 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 · 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
- 2025
- Filed
- 29 June 2026
- IRS schema version
- 2025v4.2
- Source object
- 202641979349300009
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