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WISCONSIN BANKERS ASSOCIATION

EIN 39-0711690 MADISON, WI

Browse the largest nonprofits in Wisconsin

Revenue 2024
$6,460,913
Expenses 2024
$6,195,095

As filed

Subsection
06
Classification
2000
Street
4721 S BILTMORE LN

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

3 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

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, PHONE SEMINARS 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 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Rose M Oswald Poels

    PRESIDENT/CEO

    Total calculated
    $540,365
    From this org
    $452,899
    From related orgs
    $0
    Other
    $87,466
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $367,995
    Bonus
    $80,960
    Other
    $3,944
    Deferred
    $47,000
    Nontaxable benefits
    $40,466
    Filer's total
    $540,365
  • Daryll J Lund

    EXECUTIVE VP/COS

    Total calculated
    $320,363
    From this org
    $268,095
    From related orgs
    $0
    Other
    $52,268
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,535
    Bonus
    $35,640
    Other
    $7,920
    Deferred
    $26,589
    Nontaxable benefits
    $25,679
    Filer's total
    $320,363
  • Lorenzo Cruz

    VP GOVERNMENT RELATIONS

    Total calculated
    $234,816
    From this org
    $177,575
    From related orgs
    $0
    Other
    $57,241
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,969
    Bonus
    $19,320
    Other
    $2,286
    Deferred
    $18,440
    Nontaxable benefits
    $38,801
    Filer's total
    $234,816
  • Sandra Giese

    VP ADMINISTRATION/CFO

    Total calculated
    $186,558
    From this org
    $154,751
    From related orgs
    $0
    Other
    $31,807
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,394
    Bonus
    $16,440
    Other
    $1,917
    Deferred
    $15,756
    Nontaxable benefits
    $16,051
    Filer's total
    $186,558
  • Heather MacKinnon

    VP LEGAL

    Total calculated
    $173,082
    From this org
    $141,265
    From related orgs
    $0
    Other
    $31,817
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,191
    Bonus
    $15,133
    Other
    $941
    Deferred
    $14,303
    Nontaxable benefits
    $17,514
    Filer's total
    $173,082
  • Tyler Foti

    DIRECTOR-GOVERNMENT RELATIONS

    Total calculated
    $135,261
    From this org
    $108,488
    From related orgs
    $0
    Other
    $26,773
    Hours/week
    40
  • Donna Hoppenjan

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Alvaro Araque

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Paul Northway

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1
  • Joe Peikert

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Tina Degustino

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kelly Heroux

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Paul Hoffmann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Shay Horton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Shane Ilstrup

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ryan Kamphuis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jimmy Kauffman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Greg Lundberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Thomas Mews

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Todd Nagel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Tim Schneider

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Bill Sennholz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $6,460,913
    Expenses
    $6,195,095
    Contributions
    $139,625
    Grants paid
    $399,000
  • 2023
    Revenue
    $6,257,374
    Expenses
    $5,847,469
    Contributions
    $95,400
    Grants paid
    $326,000
  • 2022
    Revenue
    $6,098,518
    Expenses
    $5,597,986
    Contributions
    $81,750
    Grants paid
    $231,500

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $5,774,675
    Expenses
    $5,472,592
    Assets (EOY)
    $11,076,284
  • 2020 · 990

    Revenue
    $5,013,220
    Expenses
    $4,574,852
    Assets (EOY)
    $11,038,748
  • 2019 · 990

    Revenue
    $5,414,351
    Expenses
    $5,213,618
    Assets (EOY)
    $10,045,075
  • 2018 · 990

    Revenue
    $5,450,576
    Expenses
    $5,205,739
    Assets (EOY)
    $9,937,648
  • 2017 · 990

    Revenue
    $5,287,796
    Expenses
    $5,510,677
    Assets (EOY)
    $10,598,798
  • 2016 · 990

    Revenue
    $5,507,430
    Expenses
    $5,151,714
    Assets (EOY)
    $11,027,905
  • 2015 · 990

    Revenue
    $5,637,957
    Expenses
    $5,361,548
    Assets (EOY)
    $10,918,644
  • 2014 · 990

    Revenue
    $5,966,175
    Expenses
    $4,837,027
    Assets (EOY)
    $10,975,027
  • 2013 · 990

    Revenue
    $4,799,313
    Expenses
    $4,455,903
    Assets (EOY)
    $9,697,744
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $4,561,032
    Assets (EOY)
    $10,096,475

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related partnerships on its 2024 return

  • MIDWEST BANKERS INSURANCE SERVICES LLC

    SERVICES · MN

  • GENERATIONS TITLE COMPANY LLC

    SERVICES · WI

Related corporations and trusts on its 2024 return

  • MIDWEST FINANCIAL INSTITUTIONS GROUP INC AND SUBSIDIARIES

    C · INSURANCE AGENCY AND BROKERAGE SERVICES · WI · 100% owned · share of income $4,475,184 · share of assets $5,908,330 · controlled entity

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.