- 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.
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GRADUATE SCHOOL OF BANKING INC
EIN 39-1467668
-
HERBERT V PROCHNOW EDUCATIONAL FOUNDATION INC
EIN 39-1466758
-
WISCONSIN BANKERS FOUNDATION INC
EIN 46-3791061
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.
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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.
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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 PoelsROSE 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 LundDARYLL 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 CruzLORENZO 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 GieseSANDRA 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 MacKinnonHEATHER 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 FotiTYLER FOTI
DIRECTOR-GOVERNMENT RELATIONS
- Total calculated
- $135,261
- From this org
- $108,488
- From related orgs
- $0
- Other
- $26,773
- Hours/week
- 40
-
Donna HoppenjanDONNA HOPPENJAN
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Alvaro AraqueALVARO ARAQUE
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Paul NorthwayPAUL NORTHWAY
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Joe PeikertJOE PEIKERT
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Tina DegustinoTINA DEGUSTINO
DIRECTOR
- 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
-
Shane IlstrupSHANE ILSTRUP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ryan KamphuisRYAN KAMPHUIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jimmy KauffmanJIMMY KAUFFMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg LundbergGREG LUNDBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas MewsTHOMAS MEWS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Todd NagelTODD NAGEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tim SchneiderTIM SCHNEIDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bill SennholzBILL 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
-
$100,000
2024 GENERAL DONATION
-
$75,000
2023 GENERAL DONATION
-
$75,000
2023 GENERAL DONATION
-
$67,000
2024 GENERAL DONATION
-
$54,000
2022 GENERAL DONATION
-
$50,000
2022 GENERAL DONATION
-
WMC-ISSUE MOBILIZATION COUNCIL
$25,000
2023 GENERAL DONATION
-
WMC-ISSUE MOBILIZATION COUNCIL
$25,000
2022 GENERAL DONATION
-
2024 GENERAL DONATION
-
REPUBLICAN PARTY OF WISCONSIN
$24,000
2022 GENERAL DONATION
The 10 largest by cash amount. The API serves every itemized grant.
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
-
WISCONSIN BANKERS FOUNDATION INC
501(C)(3) · FINANCIAL EDUCATION AND RESEARCH · WI
Declared as related by
-
WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND
On its 2024 return
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.