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Nonprofiteer
← LEGAL ACTION OF WISCONSIN INC

Form 990 for tax year 2023

Filed by LEGAL ACTION OF WISCONSIN INC.

Totals

Total revenue
$22,345,299
Total expenses
$19,112,790
Contributions and grants received
$22,279,376
Grants paid
$0
Program service revenue
$13,135
Investment income
$38,500
Other revenue
$14,288
Total assets, end of year
$12,775,521
Total liabilities, end of year
$7,904,882
Net assets or fund balances, end of year
$4,870,639
Program services expenses (Part IX)
$16,667,404
Management and general expenses
$2,388,985
Fundraising expenses
$56,401
Program service expenses (Part III)
$16,667,404

Program services were 87.2% 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

    $338,152

  • 1e · Government grants (contributions)

    $17,723,096

  • 1f · All other contributions, gifts and grants

    $4,218,128

  • 2a · Program service revenue: ATTORNEY FEES

    total $13,135 · related or exempt $13,135

  • 3 · Investment income

    total $38,500 · excluded $38,500

  • 11d · All other revenue

    total $14,288 · excluded $14,288

  • 11e · Other revenue, total

    $14,288

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $288,244 · management and general $288,244

  • 7 · Other salaries and wages

    total $11,880,383 · program services $10,397,939 · management and general $1,440,736 · fundraising $41,708

  • 8 · Pension plan contributions

    total $302,065 · program services $286,409 · management and general $15,141 · fundraising $515

  • 9 · Other employee benefits

    total $2,817,298 · program services $2,656,715 · management and general $155,805 · fundraising $4,778

  • 10 · Payroll taxes

    total $929,742 · program services $868,181 · management and general $59,999 · fundraising $1,562

  • 11c · Fees: accounting

    total $46,645 · management and general $46,645

  • 11g · Fees: other

    total $461,866 · program services $401,655 · management and general $59,141 · fundraising $1,070

  • 13 · Office expenses

    total $377,419 · program services $313,510 · management and general $62,728 · fundraising $1,181

  • 16 · Occupancy

    total $1,010,715 · program services $865,502 · management and general $141,682 · fundraising $3,531

  • 17 · Travel

    total $340,450 · program services $293,827 · management and general $46,147 · fundraising $476

  • 22 · Depreciation, depletion and amortization

    total $58,240 · program services $49,873 · management and general $8,164 · fundraising $203

  • 23 · Insurance

    total $38,306 · program services $38,306

  • 24a · Other expenses: LIBRARY UPDATE EXPENSES

    total $199,999 · program services $171,271 · management and general $28,036 · fundraising $692

  • 24b · Other expenses: TELEPHONE

    total $150,661 · program services $129,016 · management and general $21,119 · fundraising $526

  • 24c · Other expenses: COURT EXPENSES

    total $97,691 · program services $97,691

  • 24d · Other expenses: DUES, FEES & LICENSES

    total $69,921 · program services $69,921

  • 24e · All other expenses

    total $43,145 · program services $27,588 · management and general $15,398 · fundraising $159

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $432,186 · end of year $4,058,250

  • 3 · Pledges and grants receivable

    beginning of year $2,394,897 · end of year $2,798,323

  • 9 · Prepaid expenses and deferred charges

    beginning of year $293,596 · end of year $380,564

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

    $485,548

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

    $442,102

  • 10c · Land, buildings and equipment, net

    beginning of year $101,686 · end of year $43,446

  • 15 · Other assets

    beginning of year $5,227,059 · end of year $5,494,938

  • 17 · Accounts payable and accrued expenses

    beginning of year $817,318 · end of year $1,644,705

  • 19 · Deferred revenue

    beginning of year $534,868 · end of year $464,593

  • 21 · Escrow or custodial account liability

    beginning of year $52,295 · end of year $40,895

  • 25 · Other liabilities

    beginning of year $5,406,813 · end of year $5,754,689

  • 27 · Net assets without donor restrictions

    beginning of year $1,536,444 · end of year $4,827,193

  • 28 · Net assets with donor restrictions

    beginning of year $101,686 · end of year $43,446

Mission and programs · 2023

Mission

LEGAL ACTION EXISTS TO PROVIDE CREATIVE, EFFECTIVE, AND HIGH-QUALITY LEGAL REPRESENTATION IN ORDER TO ACHIEVE JUSTICE FOR LOW-INCOME PEOPLE AND OTHERS TO WHOM IT WOULD OTHERWISE BE DENIED. WE ADVOCATE FOR EMPOWERMENT AND SYSTEMIC CHANGE TO HELP OUR CLIENTS REALIZE THEIR BASIC RIGHT TO A DECENT QUALITY OF LIFE. WE STRIVE FOR CLIENT AND COMMUNITY PARTICIPATION IN CARRYING-OUT OUR MISSION.

Activities or mission (Part I)

EQUAL JUSTICE FOR OUR LOW-INCOME CLIENTS.

  • CIVIL LEGAL SERVICES WERE PROVIDED TO APPROXIMATELY 24,403 LOW-INCOME AND ELDERLY CLIENTS. FOR THE FISCAL YEAR 2023, LEGAL ACTION OF WISCONSIN, INC. RECEIVED VOLUNTEER ATTORNEY SERVICES VALUED AT $1,044,504.

    Expenses $16,667,404 · Revenue $13,135

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Atty Danielle White

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Atty Terry R Young

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Atty Andrea M Davenport

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Erin Anderson

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Elizabeth Akinsanya

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Timothy Angel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Lucille Berrien

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Beverly Pittman Burns

    DIRECTOR (THRU MARCH 2023)

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Nathaniel Cade Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Collin J Dahl

    DIRECTOR (THRU SEPT 2023)

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Michael J Dally

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Anne L Deleo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Tajara Dommershausen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Heidi Eglash

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Ronald English III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Denise Farmer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Atty David N Farwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Cheryl Gill

    DIRECTOR (THRU OCT 2023)

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Lisa M Gingerich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Cecilia Ju

    DIRECTOR (THRU JAN 2023)

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Roger Klopp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Laura Kooger

    DIRECTOR (THRU JULY 2023)

    Total calculated
    $0
    Hours/week
    0.5
  • Evonne Kundert

    DIRECTOR (THRU OCT 2023)

    Total calculated
    $0
    Hours/week
    0.5
  • Celesta Leis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Eric J Markusen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ben Obregon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Pretty O'Dell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Matthew O'Neill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Sara Pederson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Atty David B Russell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Leon W Todd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Tamika Walker

    DIRECTOR (THRU OCT 2023)

    Total calculated
    $0
    Hours/week
    0.5
  • Jesse White

    DIRECTOR (THRU APRIL 2023)

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Andy Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Raven Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Atty Mark Zimmer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Tanya M Stamps

    CFO (THRU MARCH 2023)

    Total calculated
    $41,847
    From this org
    $41,847
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Catherine Hoeft

    CHIEF FINANCIAL OFFICER

    Total calculated
    $68,148
    From this org
    $64,406
    From related orgs
    $0
    Other
    $3,742
    Hours/week
    40
  • Deedee Peterson

    EXECUTIVE DIRECTOR

    Total calculated
    $178,250
    From this org
    $149,542
    From related orgs
    $0
    Other
    $28,708
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,542
    Bonus
    $0
    Other
    $0
    Deferred
    $4,652
    Nontaxable benefits
    $24,056
    Filer's total
    $178,250
  • Nicole Irvin

    DIRECTOR LEGAL SERVICES/ATTY.

    Total calculated
    $175,900
    From this org
    $137,183
    From related orgs
    $0
    Other
    $38,717
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,183
    Bonus
    $0
    Other
    $0
    Deferred
    $4,340
    Nontaxable benefits
    $34,377
    Filer's total
    $175,900
  • Sheila Sullivan

    ASST DIR LITIGATION & ADVOCACY

    Total calculated
    $150,943
    From this org
    $137,106
    From related orgs
    $0
    Other
    $13,837
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,106
    Bonus
    $0
    Other
    $0
    Deferred
    $4,138
    Nontaxable benefits
    $9,699
    Filer's total
    $150,943
  • Karen Burns Roehl

    FORCLOSURE DEF. & PREVENTION PROJECT SUP. ATTY.

    Total calculated
    $146,378
    From this org
    $129,530
    From related orgs
    $0
    Other
    $16,848
    Hours/week
    40
  • Kathryn Aldrich Waydick

    FAMILY LAW PRIORITY COORDINATOR

    Total calculated
    $155,207
    From this org
    $124,643
    From related orgs
    $0
    Other
    $30,564
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,643
    Bonus
    $0
    Other
    $0
    Deferred
    $3,850
    Nontaxable benefits
    $26,714
    Filer's total
    $155,207
  • Stacia Conneely

    MADISON MANAGING ATTORNEY

    Total calculated
    $151,482
    From this org
    $118,957
    From related orgs
    $0
    Other
    $32,525
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $118,957
    Bonus
    $0
    Other
    $0
    Deferred
    $3,824
    Nontaxable benefits
    $28,701
    Filer's total
    $151,482

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 survey or study
  • 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
2023
Filed
16 September 2024
IRS schema version
2023v5.1
Source object
202412729349300301

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