MILWAUKEE BAR ASSOCIATION FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MILWAUKEE BAR ASSOCIATION FOUNDATION INC (EIN 39-6040219)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202313179349307791
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-13T14:48:14-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390974031PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12921 LANDMARK PL STE 300AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537134236ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396040219EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILWAUKEE BAR ASSOCIATION FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMILWBusinessNameControlTxt
Phone4142746760PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1747 N BROADWAYAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532024302ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW JONESPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4142746760PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREWPersonFirstNm
Person LastJONESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY TARKOWSKI CPAPreparerPersonNm
PTINP00634290PTIN
Phone6082744020PhoneNum
Preparation2023-11-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSARAH MARTISPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1747 N BROADWAYAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532024302ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$411,361GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MILWBAR.NETWORKFORGOOD.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1947FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE MILWAUKEE BAR ASSOCIATION FOUNDATION MADE CONTRIBUTIONS TO THE MILWAUKEE JUSTICE CENTER AS NOTED ON THE SCHEDULE FOR 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.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers14TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$238,728PYContributionsGrantsAmt
CY Contributions Grants$218,704CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$24,691PYInvestmentIncomeAmt
CY Investment Income$14,905CYInvestmentIncomeAmt
PY Other Revenue$9,688PYOtherRevenueAmt
CY Other Revenue$9,415CYOtherRevenueAmt
PY Total Revenue$273,107PYTotalRevenueAmt
CY Total Revenue$243,024CYTotalRevenueAmt
PY Grants And Similar Paid$20,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$36,291CYTotalFundraisingExpenseAmt
PY Other Expenses$222,028PYOtherExpensesAmt
CY Other Expenses$259,760CYOtherExpensesAmt
PY Total Expenses$242,028PYTotalExpensesAmt
CY Total Expenses$269,760CYTotalExpensesAmt
PY Revenues Less Expenses$31,079PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$26,736CYRevenuesLessExpensesAmt
Total Assets BOY$1,366,896TotalAssetsBOYAmt
Total Assets EOY$1,161,483TotalAssetsEOYAmt
Total Liabilities BOY$67,727TotalLiabilitiesBOYAmt
Total Liabilities EOY$57,816TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,299,169NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,103,667NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$204,350ExpenseAmt
Grant$10,000GrantAmt
Revenue$0RevenueAmt
DescTHE 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.Desc
Total Program Service Expenses$204,350TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSARAH MARTISPersonNm
Phone4142746760PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1747 N BROADWAYAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532024302ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
PAUL BENSON
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
SHANNON ALLEN
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ANDREW JONES
TREASURER/SECRETARY1.00Yes (X)Yes (X)$0$0$0
EMIL OVBIAGELE
DIRECTOR1.00Yes (X)$0$0$01.00
AARON OLEJINICZAK
DIRECTOR1.00Yes (X)$0$0$0
MELANIE PERSICH
DIRECTOR1.00Yes (X)$0$0$0
NICK ZEPNICK
DIRECTOR1.00Yes (X)$0$0$0
THOMAS REED
DIRECTOR1.00Yes (X)$0$0$01.00
BRIAN SPAHN
DIRECTOR1.00Yes (X)$0$0$0
MELISSA MCCORD
DIRECTOR1.00Yes (X)$0$0$0
DAVID PETERSON
DIRECTOR1.00Yes (X)$0$0$0
SARAH MARTIS
EXECUTIVE DIRECTOR5.00Yes (X)$0$96,807$20,81440.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$96,807TotReportableCompRltdOrgAmt
Total Other Compensation$20,814TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILWAUKEE BAR ASSOCIATION INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1747 N BROADWAYAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532024302ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT SERVICESServicesDesc
Compensation$203,278CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$36,666FundraisingAmt
All Other Contributions$182,038AllOtherContributionsAmt
Total Contributions$218,704TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,399TotalRevenueColumnAmt
Exclusion$6,399ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$153,431SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$144,925SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$8,506SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,506TotalRevenueColumnAmt
Exclusion$8,506ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$32,438FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$36,666ContriRptFundraisingEventAmt
Fundraising Direct Expenses$23,412FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,026TotalRevenueColumnAmt
Exclusion$9,026ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$389GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$389TotalRevenueColumnAmt
Exclusion$389ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$243,024TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$24,320ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Program Services$10,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$203,278TotalAmt
Program Services$185,548ProgramServicesAmt
Management And General$17,730ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,839TotalAmt
Management And General$6,839ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,688TotalAmt
Management And General$2,688ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$36,291TotalAmt
Fundraising$36,291FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,460TotalAmt
Program Services$2,460ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,342TotalAmt
Program Services$6,342ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,862TotalAmt
Management And General$1,862ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$269,760TotalAmt
Program Services$204,350ProgramServicesAmt
Management And General$29,119ManagementAndGeneralAmt
Fundraising$36,291FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$82,954BOYAmt
EOY$69,376EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$146,990BOYAmt
EOY$111,885EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$180BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$288,812BOYAmt
EOY$268,784EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$17,138BOYAmt
EOY$8,998EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$830,822BOYAmt
EOY$702,440EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,366,896BOYAmt
EOY$1,161,483EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,470BOYAmt
EOY$18,693EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$53,257BOYAmt
EOY$39,123EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$67,727BOYAmt
EOY$57,816EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$273,719BOYAmt
EOY$176,133EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,025,450BOYAmt
EOY$927,534EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,299,169BOYAmt
EOY$1,103,667EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,366,896BOYAmt
EOY$1,161,483EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$26,736ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$40,385NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$128,381OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MILWAUKEE BAR ASSOCIATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN391327219EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$163,289SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$163,289SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C456Yes (1)SupportedOrgSectionC456Ind
Supported Org QualifiedYes (1)SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 BYes (1)SuprtExclusivelySec170c2BInd
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, LINE 2THE SOLE SUPPORTED ORGANIZATION IS THE MILWAUKEE BAR ASSOCIATION, INC., AN ORGANIZATION DESCRIBED IN SECTION 501(C)(6) WHICH SATISFIES THE SUPPORT TEST UNDER SECTION 509(A)(2).
PART IV, SECTION A, LINE 3BTHE FOUNDATION ANNUALLY MONITORS THE RECEIPTS OF THE MILWAUKEE BAR ASSOCIATION, INC. TO ENSURE THAT THE SECTION 509(A)(2) TEST IS SATISFIED.
PART IV, SECTION A, LINE 3CTHE FOUNDATION'S BOARD MONITORS THE EXPENDITURES AND ACTIVITIES OF THE FOUNDATION TO ENSURE THEY ARE CONSISTENT WITH ITS MISSION. FOR MANY YEARS THE FOUNDATION HAS SUPPORTED THE MILWAUKEE JUSTICE CENTER WHICH IS A SELF-HELP CENTER IN THE MILWAUKEE COUNTY COURTHOUSE. THE MILWAUKEE JUSTICE CENTER UTILIZES VOLUNTEERS TO ADDRESS UNMET LEGAL NEEDS OF MILWAUKEE COUNTY'S LOW-INCOME UNREPRESENTED LITIGANTS THROUGH COURT-BASED PROGRAMS AND LEGAL SERVICES. THE MILWAUKEE JUSTICE CENTER'S ACTIVITIES ARE CLEARLY CHARITABLE.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATIONDesc
Book Value$702,440BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$702,440TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO MILWAUKEE BAR ASSOCIATION, INC.Desc
Amt$39,123Amt
FieldValueIRS element (for citing)
Total Liability$39,123TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$92,335TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$40,385NetUnrealizedGainsInvstAmt
Other Revenue-$131,069OtherRevenueAmt
Revenue Not Reported-$171,454RevenueNotReportedAmt
Revenue Subtotal$263,789RevenueSubtotalAmt
Other Revenues Not Included-$20,765OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$20,765RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$243,024TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$287,837TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$20,765OtherExpensesIncludedAmt
Expenses Not Reported$20,765ExpensesNotReportedAmt
Expenses Subtotal$267,072ExpensesSubtotalAmt
Investment Expenses Not Incld2$2,688InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$2,688ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$269,760TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS BY GREATER MILWAUKEE FDN -128,381. INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -2,688.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -20,765.
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 20,765.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF OUTINGEvent1Nm
Gross Receipts Event1$33,364GrossReceiptsEvent1Amt
Charitable Contri Event1$10,696CharitableContriEvent1Amt
Gross Revenue Event1$22,668GrossRevenueEvent1Amt
Non Cash Prizes Event1$2,124NonCashPrizesEvent1Amt
Rent Facility Costs Event1$7,405RentFacilityCostsEvent1Amt
Food And Beverage Event1$2,422FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$1,500OtherDirectExpensesEvent1Amt
Event25K RUNEvent2Nm
Gross Receipts Event2$35,740GrossReceiptsEvent2Amt
Charitable Contri Event2$25,970CharitableContriEvent2Amt
Gross Revenue Event2$9,770GrossRevenueEvent2Amt
Rent Facility Costs Event2$9,017RentFacilityCostsEvent2Amt
Food And Beverage Event2$944FoodAndBeverageEvent2Amt
Gross Receipts Total$69,104GrossReceiptsTotalAmt
Charitable Contributions Tot$36,666CharitableContributionsTotAmt
Gross Revenue Total Events$32,438GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$2,124NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$16,422RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$3,366FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$1,500OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$23,412DirectExpenseSummaryEventsAmt
Net Income Summary$9,026NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE MEMBERSHIP OF THE MILWAUKEE BAR ASSOCIATION FOUNDATION, INC. CONSISTS OF THE MEMBERS OF THE BOARD OF DIRECTORS OF THE MILWAUKEE BAR ASSOCIATION, INC. OF MILWAUKEE, WISCONSIN, AS FROM TIME TO TIME CONSTITUTED.
FORM 990, PART VI, SECTION A, LINE 7ABECAUSE THE MEMBERSHIP OF THE MILWAUKEE BAR ASSOCIATION FOUNDATION, INC. CONSISTS OF THE MEMBERS OF THE BOARD OF DIRECTORS OF THE MILWAUKEE BAR ASSOCIATION, INC. OF MILWAUKEE, WISCONSIN, THE MEMBERS OF THE MILWAUKEE BAR ASSOCIATION, INC. EFFECTIVELY ELECT THE MEMBERS OF THE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 8BTHE FOUNDATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS REVIEW FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CEACH DIRECTOR SHALL DISCLOSE TO THE BOARD OF DIRECTORS ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST WHENEVER THE DUALITY OR CONFLICT PERTAINS TO A MATTER BEING CONSIDERED BY THE BOARD. ANY DIRECTOR HAVING DUALITY OF INTEREST OR CONFICT OF INTEREST ON ANY MATTER SHALL ABSTAIN FROM VOTING ON THE MATTER AND SHALL NOT BE COUNTED IN DETERMININIG THE QUORUM FOR THE VOTE ON THE MATTER. IN ADDITION, HE OR SHE SHALL NOT USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, BUT MAY BRIEFLY STATE HIS OR HER POSITION ON THE MATTER AND MAY ANSWER PERTINENT QUESTIONS FROM OTHER DIRECTORS SINCE HIS OR HER KNOWLEDGE MAY BE OF GREAT ASSISTANCE. THE MINUTE OF THE MEETING INVOLVING ANY SUCH SITUATION SHALL REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. IF A DIRECTOR IS UNCERTAIN AS TO WHETHER HE OR SHE HAS A DUALITY OR CONFLICT OF INTEREST WHICH REQUIRES ABSTENTION, OR IF A DIRECTOR ASSERTS THAT ANOTHER DIRECTOR HAS SUCH A DUALITY OR CONFLICT, THE BOARD, BY MAJORITY VOTE OF THOSE PRESENT OTHER THAN THE DIRECTOR HAVING THE POSSIBLE CONFLICT, SHALL DECIDE WHETHER ABSTENTION IS REQUIRED. IF ABSTENTION IS REQUIRED, THE AFFECTED DIRECTOR SHALL ABSTAIN FROM VOTING ON THE MATTER. NO PURCHASE INVOLVING $1,000 OR MORE FROM ANY DIRECTOR OR ANY ENTITY OF WHICH THE DIRECTOR IS AN OFFICER, DIRECTOR, PARTNER OR OWNER SHALL BE MADE WITHOUT PRIOR APPROVAL OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST MADE TO THE EXECUTIVE DIRECTOR IN WRITING.
FORM 990, PART XI, LINE 9:CHANGE IN BENEFICIAL INTEREST IN ASSETS BY GREATER MILWAUKEE FOUNDATION -128,381.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1MILWAUKEE BAR ASSOCIATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1747 N BROADWAYAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532024302ZIPCd
FieldValueIRS element (for citing)
EIN391327219EIN
Primary ActivitiesTO PROMOTE THE PROFESSIONAL INTERESTS OF THE LOCAL BENCH AND BARPrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Exempt Code Section501(C)(6)ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MILWAUKEE BAR ASSOCIATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeOTransactionTypeTxt
Involved$203,278InvolvedAmt
Method Of Amount DeterminationACTUAL COSTMethodOfAmountDeterminationTxt

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