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Nonprofiteer
← MILWAUKEE BAR ASSOCIATION FOUNDATION INC

Form 990 for tax year 2024

Filed by MILWAUKEE BAR ASSOCIATION FOUNDATION INC.

Totals

Total revenue
$920,512
Total expenses
$628,064
Contributions and grants received
$893,331
Grants paid
$8,000
Program service revenue
$0
Investment income
$21,593
Other revenue
$5,588
Total assets, end of year
$1,676,532
Total liabilities, end of year
$94,492
Net assets or fund balances, end of year
$1,582,040
Program services expenses (Part IX)
$548,621
Management and general expenses
$60,751
Fundraising expenses
$18,692
Program service expenses (Part III)
$548,621

Program services were 87.4% 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.

  • 1c · Fundraising events

    $27,628

  • 1f · All other contributions, gifts and grants

    $865,703

  • 3 · Investment income

    total $9,837 · excluded $9,837

  • 7a · Gross sales of assets other than inventory

    securities $274,010

  • 7b · Less cost or other basis and sales expenses

    securities $262,254

  • 7c · Gain or loss

    securities $11,756

  • 7d · Net gain or loss

    total $11,756 · excluded $11,756

  • 8a · Fundraising events: gross income

    $31,512

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

    $27,628

  • 8b · Fundraising events: direct expenses

    $26,194

  • 8c · Net income from fundraising events

    total $5,318 · excluded $5,318

  • 9a · Gaming: gross income

    $270

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $270 · excluded $270

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $8,000 · program services $8,000

  • 11a · Fees: management

    total $533,636 · program services $518,379 · management and general $15,257

  • 11c · Fees: accounting

    total $9,645 · management and general $9,645

  • 11f · Fees: investment management

    total $2,916 · management and general $2,916

  • 12 · Advertising and promotion

    total $31,206 · program services $12,514 · fundraising $18,692

  • 13 · Office expenses

    total $19,664 · program services $1,445 · management and general $18,219

  • 14 · Information technology

    total $6,033 · program services $6,033

  • 17 · Travel

    total $2,250 · program services $2,250

  • 24a · Other expenses: CREDIT LOSSES

    total $13,349 · management and general $13,349

  • 24e · All other expenses

    total $1,365 · management and general $1,365

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $2,944

  • 3 · Pledges and grants receivable

    beginning of year $328,433 · end of year $492,130

  • 4 · Accounts receivable

    beginning of year $2,555 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $586

  • 11 · Investments: publicly traded securities

    beginning of year $279,533 · end of year $318,032

  • 12 · Investments: other securities

    beginning of year $10,682 · end of year $727

  • 15 · Other assets

    beginning of year $771,466 · end of year $862,113

  • 17 · Accounts payable and accrued expenses

    beginning of year $82,344 · end of year $34,499

  • 25 · Other liabilities

    beginning of year $121,247 · end of year $59,993

  • 27 · Net assets without donor restrictions

    beginning of year $194,751 · end of year $698,226

  • 28 · Net assets with donor restrictions

    beginning of year $994,327 · end of year $883,814

Mission and programs · 2024

Mission

TO PERFORM AND CARRY OUT CHARITABLE AND EDUCATION FUNCTIONS AND PURPOSES OF THE MILWAUKEE BAR ASSOCIATION OF MILWAUKEE, WISCONSIN AND TO FACILITATE THE ADVANCEMENT OF JURISPRUDENCE AND THE PROMOTION OF ADMINISTRATION OF JUSTICE IN THE STATE OF WISCONSIN THROUGH EDUCATION AND SCIENTIFIC RESEARCH, MORE SPECIFICALLY, BY WAY OF ILLUSTRATION AND NOT OF LIMITATION, TO PUBLISH INFORMATIONAL BOOKLETS FOR THE PUBLIC; TO PROVIDE FOR SCHOLARSHIPS OR FELLOWSHIPS FOR THE LEGAL EDUCATION OF WORTHY PERSONS; AND TO ENGAGE OR PARTICIPATE IN ANY ACTIVITY, BUSINESS OR ENTERPRISE TO CARRY OUT, OR PROCURE FUNDS FOR, THE PURPOSES OF THE CORPORATION.

Activities or mission (Part I)

THE MILWAUKEE BAR ASSOCIATION FOUNDATION MADE CONTRIBUTIONS TO THE MILWAUKEE JUSTICE CENTER AS NOTED ON PART I, LINE 13. THE MILWAUKEE JUSTICE CENTER UTILIZES VOLUNTEERS TO ADDRESS THE UNMET LEGAL NEEDS OF MILWAUKEE COUNTY'S LOW-INCOME SELF-REPRESENTED LITIGANTS THROUGH COURT-BASED SELF-HELP DESKS AND LEGAL RESOURCES. THE MILWAUKEE JUSTICE CENTER IS A COLLABORATIVE PROJECT BETWEEN THE MILWAUKEE BAR ASSOCIATION, MILWAUKEE COUNTY, AND MARQUETTE UNIVERSITY LAW SCHOOL.

  • THE FOUNDATION SUPPORTS THE MILWAUKEE JUSTICE CENTER, A COLLABORATIVE PROJECT BETWEEN THE MILWAUKEE BAR ASSOCIATION, MILWAUKEE COUNTY AND MARQUETTE UNIVERSITY LAW SCHOOL, WHICH UTILIZES VOLUNTEERS TO ADDRESS THE UNMET LEGAL NEEDS OF MILWAUKEE COUNTY'S LOW-INCOME UNREPRESENTED LITIGANTS THROUGH COURT-BASED PROGRAMS AND LEGAL RESOURCES.

    Expenses $548,621 · Grants $8,000

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Shannon Allen

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Dave Peterson

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Andrew Jones

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Nick Zepnick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas Reed

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brian Spahn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anthony Anzelmo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melissa McCord

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Meridith Wilkerson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nora Platt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jessica Reginato

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Aaron Olejniczak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sarah Martis

    EXECUTIVE DIRECTOR

    Total calculated
    $118,928
    From this org
    $0
    From related orgs
    $96,213
    Other
    $22,715
    Hours/week
    5 + 40 related

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.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202503219349323360

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