Totals
- Total revenue
- $6,257,374
- Total expenses
- $5,847,469
- Contributions and grants received
- $95,400
- Grants paid
- $326,000
- Program service revenue
- $4,930,130
- Investment income
- $119,060
- Other revenue
- $1,112,784
- Total assets, end of year
- $13,343,558
- Total liabilities, end of year
- $1,552,662
- Net assets or fund balances, end of year
- $11,790,896
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
1f · All other contributions, gifts and grants
$95,400
-
2a · Program service revenue: MEMBERSHIP DUES
total $2,712,060 · related or exempt $2,712,060
-
2b · Program service revenue: CONFERENCES/SCHOOLS
total $1,806,054 · related or exempt $1,806,054
-
2c · Program service revenue: MANAGEMENT, FACILITIES
total $296,984 · related or exempt $296,984
-
2d · Program service revenue: PRODUCTS AND SERVICES
total $115,032 · related or exempt $115,032
-
3 · Investment income
total $119,060 · unrelated business $10,396 · excluded $108,664
-
5 · Royalties
total $289,951 · excluded $289,951
-
6a · Gross rents
real property $96,324
-
6b · Less rental expenses
real property $67,255
-
6c · Rental income or loss
real property $29,069
-
6d · Net rental income or loss
total $29,069 · excluded $29,069
-
11a · Other revenue: MANAGEMENT FEES
total $621,228 · unrelated business $621,228
-
11b · Other revenue: ADVERTISING INCOME
total $60,940 · unrelated business $60,940
-
11d · All other revenue
total $111,596 · excluded $111,596
-
11e · Other revenue, total
$793,764
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $326,000
-
5 · Compensation of officers, directors and key employees
total $686,584
-
7 · Other salaries and wages
total $1,818,903
-
8 · Pension plan contributions
total $154,686
-
9 · Other employee benefits
total $172,101
-
10 · Payroll taxes
total $156,718
-
11b · Fees: legal
total $110,838
-
11c · Fees: accounting
total $54,000
-
11d · Fees: lobbying
total $52,925
-
11f · Fees: investment management
total $50,000
-
12 · Advertising and promotion
total $30,250
-
13 · Office expenses
total $155,705
-
14 · Information technology
total $195,591
-
16 · Occupancy
total $162,990
-
17 · Travel
total $55,016
-
19 · Conferences, conventions and meetings
total $1,061,639
-
22 · Depreciation, depletion and amortization
total $237,246
-
23 · Insurance
total $39,420
-
24a · Other expenses: DUES & SUBSCRIPTIONS
total $28,751
-
24b · Other expenses: INCOME TAX EXPENSE
total $14,006
-
24e · All other expenses
total $284,100
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $728,609 · end of year $185,861
-
2 · Savings and temporary cash investments
beginning of year $2,003,906 · end of year $2,750,445
-
4 · Accounts receivable
beginning of year $1,454,265 · end of year $1,927,867
-
9 · Prepaid expenses and deferred charges
beginning of year $233,214 · end of year $206,007
-
10a · Land, buildings and equipment: cost or other basis
$7,584,944
-
10b · Land, buildings and equipment: accumulated depreciation
$4,508,596
-
10c · Land, buildings and equipment, net
beginning of year $3,239,927 · end of year $3,076,348
-
11 · Investments: publicly traded securities
beginning of year $2,581,442 · end of year $3,112,335
-
12 · Investments: other securities
beginning of year $1,601,019 · end of year $1,809,968
-
15 · Other assets
beginning of year $219,289 · end of year $274,727
-
17 · Accounts payable and accrued expenses
beginning of year $689,611 · end of year $748,556
-
19 · Deferred revenue
beginning of year $734,868 · end of year $804,106
-
27 · Net assets without donor restrictions
beginning of year $10,637,192 · end of year $11,790,896
Mission and programs · 2023
Mission
WE ACTIVELY ADVOCATE, EDUCATE AND SUPPORT OUR MEMBERS TO HELP THEM POSITIVELY IMPACT THE WISCONSIN COMMUNITIES THEY SERVE.
Activities or mission (Part I)
TO PROMOTE THE INTEREST OF WISCONSIN BANKS AND BANKERS BY PROVIDING LEADERSHIP AND SERVICES.
-
LEGISLATIVE ADVOCACY: ON AN ANNUAL BASIS, WISCONSIN BANKERS ASSOCIATION MONITORS THOUSANDS OF LEGISLATIVE PROPOSALS, HUNDREDS OF ADMINISTRATIVE RULES AND ADVOCATES FOR MEMBER INTERESTS AT BOTH THE STATE AND FEDERAL LEVEL. THESE EFFORTS INCREASE THE COMPETITIVE CAPABILITIES OF WISCONSIN FINANCIAL INSTITUTIONS.
-
EDUCATION: WISCONSIN BANKERS ASSOCIATION CONTINUES TO SET THE STANDARD FOR PROVIDING TIMELY, HIGH QUALITY EDUCATION SPECIFICALLY DESIGNED FOR OUR MEMBERSHIP. OUR PROGRAMS LEVERAGE THE TALENTS OF EXPERTS IN THE FIELD OF BANKING AND FOCUS ON HOT LEGISLATIVE AND REGULATORY TRENDS FOR THE ECONOMIC AND BUSINESS CLIMATE IN OUR STATE. WE BRING EASE OF USE TO MEMBERS WITH THE ORGANIZATION'S MANY WEBINARS AND ONLINE COURSES WHILE STILL PROVIDING VALUABLE NETWORKING OPPORTUNITIES WITH THE ORGANIZATION'S CONFERENCES, SCHOOLS, SEMINARS AND WORKSHOPS.
-
LEGAL AND REGULATORY INFORMATION: WISCONSIN BANKERS ASSOCIATION OFFERS SEVERAL COMPLIANCE INFORMATIONAL RESOURCES FOR OUR MEMBERS ONLY. THE MOST NOTABLE RESOURCE IS OUR LEGAL CALL PROGRAM WHERE THE ORGANIZATION RESPONDS TO GENERAL COMPLIANCE INQUIRIES FROM MEMBERS. THE ORGANIZATION ALSO PUBLISHES THE MONTHLY WBA COMPLIANCE JOURNAL AND THE COMPLIANCE Q&A COLUMN MONTHLY FOR WISCONSIN BANKER. IN ADDITION, THE ORGANIZATION PUBLISHES MONTHLY THE SBA REGULATORY SPOTLIGHT WHICH IS SOLD TO SEVERAL OTHER STATE BANKER ASSOCIATIONS.
As filed on the 2023 return.
Listed in Part VII
-
Daniel PetersonDANIEL PETERSON
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Donna HoppenjanDONNA HOPPENJAN
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Alvaro AraqueALVARO ARAQUE
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Paul NorthwayPAUL NORTHWAY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kelly HerouxKELLY HEROUX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul HoffmannPAUL HOFFMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shay HortonSHAY HORTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ryan KamphuisRYAN KAMPHUIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg LundbergGREG LUNDBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jay MackJAY MACK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas MewsTHOMAS MEWS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anthony NguyenANTHONY NGUYEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg OgrenGREG OGREN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe PeikertJOE PEIKERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Daniel RavenscroftDANIEL RAVENSCROFT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bill SennholzBILL SENNHOLZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rose M Oswald PoelsROSE M OSWALD POELS
PRESIDENT/CEO
- Total calculated
- $492,458
- From this org
- $426,526
- From related orgs
- $0
- Other
- $65,932
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $354,688
- Bonus
- $70,822
- Other
- $1,016
- Deferred
- $32,527
- Nontaxable benefits
- $33,405
- Filer's total
- $492,458
-
Sandra GieseSANDRA GIESE
VP FINANCE & ADMIN
- Total calculated
- $170,130
- From this org
- $143,188
- From related orgs
- $0
- Other
- $26,942
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,205
- Bonus
- $13,983
- Other
- $0
- Deferred
- $14,598
- Nontaxable benefits
- $12,344
- Filer's total
- $170,130
-
Daryll J LundDARYLL J LUND
EXECUTIVE VP/COS
- Total calculated
- $314,389
- From this org
- $263,259
- From related orgs
- $0
- Other
- $51,130
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $223,551
- Bonus
- $36,102
- Other
- $3,606
- Deferred
- $26,110
- Nontaxable benefits
- $25,020
- Filer's total
- $314,389
-
Lorenzo CruzLORENZO CRUZ
EXECUTIVE VP/COS
- Total calculated
- $218,568
- From this org
- $168,689
- From related orgs
- $0
- Other
- $49,879
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,687
- Bonus
- $16,002
- Other
- $0
- Deferred
- $17,450
- Nontaxable benefits
- $32,429
- Filer's total
- $218,568
-
Heather MacKinnonHEATHER MACKINNON
VP LEGAL
- Total calculated
- $156,564
- From this org
- $131,065
- From related orgs
- $0
- Other
- $25,499
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $118,676
- Bonus
- $12,389
- Other
- $0
- Deferred
- $13,606
- Nontaxable benefits
- $11,893
- Filer's total
- $156,564
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
- 1a · Travel for companions
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 1A
- THE ASSOCIATION WILL REIMBURSE THE NECESSARY AND REASONABLE EXPENSES INCURRED BY SPOUSES OF ELECTED OFFICERS AND THE PRESIDENT/CEO FOR ATTENDANCE AT MEETINGS ON BEHALF OF THE ASSOCIATION. THE PURPOSE OF THESE MEETINGS MUST BE CONSISTENT WITH THE BUSINESS PURPOSE RULES OF THE INTERNAL REVENUE SERVICE. SPOUSE TRAVEL EXPENSES FOR BOARD MEMBERS WILL BE APPROVED IN ADVANCED BY THE WISCONSIN BANKERS ASSOCIATION PRESIDENT/CEO. THE CHAIR OF THE WISCONSIN BANKERS ASSOCIATION AUDIT & FINANCE COMMITTEE WILL APPROVE REIMBURSEMENT FOR THE PRESIDENT/CEO. SUCH EXPENSE ITEM IN EXCESS OF $25 MUST BE ACCOMPANIED BY A VALIDATED RECEIPT. EXPENSES FOR ENTERTAINMENT PROVIDED FOR OTHERS MUST ALSO BE SUPPORTED BY THE NAMES OF THOSE INDIVIDUALS ENTERTAINED, AFFILIATIONS, DATES, AND PURPOSE OF THE MEETING. THE ORGANIZATION PAYS FOR THE PRESIDENT/CEO MEMBERSHIP TO A SOCIAL CLUB.
- PART I, LINE 4B
- ROSE M. OSWALD POELS PARTICIPATES IN A NON-QUALIFIED RETIREMENT PLAN. DURING THE YEAR THE ORGANIZATION CONTRIBUTED $12,500 TO THE PLAN ON HER BEHALF.
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
-
$75,000
GENERAL DONATION
-
$75,000
GENERAL DONATION
-
WMC-ISSUE MOBILIZATION COUNCIL
$25,000
GENERAL DONATION
-
GENERAL DONATION
-
FORTE SERVICES LLC
$15,000
GENERAL DONATION
-
$15,000
GENERAL DONATION
-
COMMITTEE TO ELECT A REPUBLICAN SENATE (CERS)
$12,000
GENERAL DONATION
-
RACC
$12,000
GENERAL DONATION
-
REPUBLICAN PARTY OF WISCONSIN
$12,000
GENERAL DONATION
-
$10,000
GENERAL DONATION
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
WISCONSIN BANKERS FOUNDATION INC
501(C)(3) · FINANCIAL EDUCATION AND RESEARCH · WI
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
MIDWEST BANKERS INSURANCE SERVICES LLC
SERVICES · MN
-
GENERATIONS TITLE COMPANY LLC
SERVICES · WI
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
MIDWEST FINANCIAL INSTITUTIONS GROUP INC AND SUBSIDIARIES
C · INSURANCE AGENCY AND BROKERAGE SERVICES · WI · 100% owned · share of income $4,611,881 · share of assets $5,386,102 · controlled entity
Directly controlled by WISCONSIN BANKERS ASSOCIATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531049349301008
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.