2020-11-16T16:13:25-06:00 2019-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE MILWAUKEE WI 53202 990 2019-01-01 451606079 WISCONSIN INSTITUTE FOR LAW & LIBERTY I WISC 4147276369 330 E KILBOURN NO 725 MILWAKEE WI 53202 RICHARD M ESENBERG PRESIDENT & GENERAL COUNSEL 4147276369 2020-11-16 1 KATY L SOMMER P00273273 4142711451 2020-11-16 38.71.64.105 2020-11-16 16:13:01 CS P ED756A18FE1FF7FAA6EB5402AE6C4B33D296DB5F F041B4DE0817695657A35A4DF0F7926BB6086CA3 2019 2021-01-29 14:40:06Z RICHARD M ESENBERG 330 E KILBOURN NO 725 MILWAKEE WI 53202 2373120 0 X HTTPS://WWW.WILL-LAW.ORG/ X 2011 WI THE ORGANIZATION SHALL ADVANCE THE RULE OF LAW, FREE MARKETS AND A ROBUST CIVIC CULTURE THROUGH LITIGATION, RESEARCH, PUBLIC EDUCATION, AND THE PROVISION OF LEGAL COUNSEL TO LIKE MINDED INDIVIDUALS AND ORGANIZATIONS. 5 4 18 5 0 0 1841926 2239536 75616 50692 16506 25180 -23118 29240 1910930 2344648 0 0 0 0 1624227 2042666 16319 31566 197835 380238 444143 2020784 2518375 -109854 -173727 3059172 2892940 7450 14945 3051722 2877995 X THE ORGANIZATION SHALL ADVANCE THE RULE OF LAW, FREE MARKETS AND A ROBUST CIVIC CULTURE THROUGH LITIGATION, RESEARCH, PUBLIC EDUCATION, AND THE PROVISION OF LEGAL COUNSEL TO LIKE MINDED INDIVIDUALS AND ORGANIZATIONS. 0 0 1278641 50692 EDUCATION INITIATIVE THIS PROJECT REVOLVES AROUND EXPANDING PARENTAL AND SCHOOL AUTONOMY, DISRUPTING THE ENTRENCHED BUREAUCRACIES, AND PUSHING FOR POLICIES THAT MAKE STATE FUNDS FOLLOW THE STUDENT IN SHORT, WE SEEK TO PROMOTE AND DEFEND EDUCATIONAL CHOICE WE PURSUE THESE OBJECTIVES THROUGH CAREFUL STRATEGIC LITIGATION AND PUBLIC ADVOCACY, INCLUDING REPORTS AND PRESS RELEASES 500109 PUBLIC POLICY THE WISCONSIN INSTITUTE FOR LAW & LIBERTY IS DEDICATED TO THE PROMOTION OF FREE MARKETS, LIMITED GOVERNMENT, INDIVIDUAL LIBERTY, AND A ROBUST CIVIL SOCIETY THROUGH EDUCATION, LITIGATION AND PARTICIPATION IN PUBLIC DISCOURSE AS A NON-PROFIT AND NON-PARTISAN ORGANIZATION, THE ORGANIZATION LITIGATES IN THE AREAS OF PROPERTY RIGHTS, THE FREEDOM TO EARN A LIVING, VOTING RIGHTS, REGULATION, TAXATION, SCHOOL CHOICE, AND RELIGIOUS FREEDOM AS AN EDUCATION ORGANIZATION, THE ORGANIZATION STRIVES TO ADVANCE THE DEBATE CONCERNING LAW AND PUBLIC POLICY IN THESE AND OTHER AREAS OTHER AREAS INCLUDE OPEN RECORDS REQUESTS WE HAVE ASSISTED MANY INDIVIDUALS AND ORGANIZATIONS WITH OPEN RECORDS REQUESTS SUCH ASSISTANCE INCLUDES HELP DRAFTING REQUESTS, WRITING THREATENING LETTERS TO RECALCITRANT GOVERNMENT ENTITIES, AND PROVIDING ADVICE FOR WHAT DOCUMENTS TO REQUEST AND HOW TO REQUEST THEM DEPUTY COUNSEL THOMAS KAMNICK BECAME A MEMBER OF THE WISCONSIN FREEDOM OFI NFORMATION COUNCIL, AND PARTICIPATED IN THE COUNCIL'S SUNSHINE WEEK PANEL EVENT FOR THE MILWAUKEE PRESS CLUB OCCUPATIONAL LICENSING LIKE MANY OTHER STATES, WISCONSIN HAS SEVERELY RESTRICTED THE RIGHTS OF PERSONS TO ENTER CERTAIN TYPES OF PROFESSIONS AND START CERTAIN TYPES OF BUSINESSES IN A SOCIETY CONCERNED WITH INCOME INEQUALITY, THIS IS A SIGNIFICANT BARRIER TO OPPORTUNITY WE ARE WORKING WITH LIKE-MINDED GROUPS TO EXPLORE LEGAL AND POLICY APPROACHES TO THESE RESTRICTIONS WE AUTHORED "FENCING OUT OPPORTUNITY" IN NOVEMBER 2016 THE STUDYEXPLORED THE COSTS OF OCCUPATIONAL LICENSING IN WISCONSIN AND HOW ITHAS GROWN IN THE LAST 20 YEARS SOCIAL MEDIA WE HAVE EXPANDED OUR SOCIAL MEDIA REACH WITH A GROWING TWITTER FOLLOWING AND A YOUTUBE CHANNEL WE CONTINUE TO MAKE USE OF OURWEBSITE'S BLOG AND OUR FACEBOOK PAGE OUR ATTORNEYS HAVE BLOGGED ON VARIOUS TOPICS, INCLUDING OPEN RECORDS, SCHOOL CHOICE, EMINENT DOMAIN,EDUCATION POLICY, AND ECONOMIC LIBERTY WE HAVE ADDED LINKS TO THOSE POSTS ON OUR FACEBOOK AND TWITTER ACCOUNTS, AS WELL AS USING THEM TOSHARE POSTS FROM LIKE-MINDED INSTITUTIONS SUCH AS RIGHT WISCONSIN, THE GOLDWATER INSTITUTE AND THE INSTITUTE FOR JUSTICE MEDIA & LEGISLATIVE APPEARANCES MOST OF OUR ATTORNEYS, AND ESPECIALLY SO FOR OUR GENERAL COUNSEL, RICHARD ESENBERG, HAVE MADE MEDIA APPEARANCES TO DISCUSS TOPICS AS BROAD RANGING AS OUR LAWSUITS, RIGHT TO WORK, ACT 10, AND PROPOSED LOCAL ORDINANCES THOSE APPEARANCES HAVE RANGED FROM LOCAL RADIO STATIONS AND NEWSPAPER ARTICLES TO STATEWIDE AND EVEN NATIONWIDE PROGRAMS WE ARE FEATURED IN, AND CONTRIBUTE TO, OUTLETS SUCH AS THE WALL STREET JOURNAL, WASHINGTON POST, USA TODAY, US NEWS AND WORLD REPORT, PBS NEWS HOUR, WASHINGTON EXAMINER AND NATIONAL REVIEW ONLINE STATE BOARD APPOINTMENTS THREE OF OUR ATTORNEYS HAVE BEEN APPOINTED BY GOVERNOR SCOTT WALKER TO SERVE ON STATE BOARDS CHARLES SZAFIR WAS APPOINTED TO THE WISCONSIN COUNCIL ON MENTAL HEALTH, WHICH ADVISES THE GOVERNOR, THE LEGISLATURE AND THE DEPARTMENT OF HEALTH SERVICES ON THE ALLOCATION OF MENTAL HEALTH BLOCK GRANT FUNDS THOMAS KAMENICK WAS APPOINTED TO SERVE ON THE WISCONSIN COUNCIL ON LIBRARY AND NETWORK DEVELOPMENT, WHICH ADVISES THE SUPERINTENDENT, THE GOVERNOR, AND THE LEGISLATURE ON ISSUES RELATED TO THE 3,600+ LIBRARIES ACROSS THE STATE BRIAN MCGRATH, SENIOR COUNSEL, SERVES ON THE WISCONSIN REAL ESTATE EXAMINING BOARD, AND WAS APPOINTED TO THE NEW BERLIN TOURISM COMMISSION MARQUETTE INTERNSHIPS, VOLUNTEER OPPORTUNITIES WE HAVE BEEN APPROVED TO BE PART OF MARQUETTE LAW SCHOOL'S INTERNSHIP PROGRAM, WHEREBY STUDENTS EARN CREDITS FOR WORKING AS INTERNS IN NONPROFIT ORGANIZATIONS AND GOVERNMENT AGENCIES WE ALSO HAVE ATTORNEYS, LAW STUDENTS, AND UNDERGRADUATE STUDENTS VOLUNTEER THEIRTIME TO HELP ON VARIOUS PROJECTS 316651 COMPETITIVE FEDERALISM WILL ENGAGES IN STRATEGIC LITIGATION, PUBLIC EDUCATION AND THE DEVELOPMENT OF MODEL LEGISLATION TO ADVANCE AUTHENTIC CONSTITUTIONAL, OR "COMPETITIVE," FEDERALISM 2095401 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 18 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X RICHARD ESENBERG 4147276369 330 E KILBOURN NO 725 MILWAUKEE WI 53202 JAMES T BARRY III CHAIRMAN 1.00 X 0 0 0 MICHAEL GREBE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER WOLFE DIRECTOR 1.00 X 0 0 0 MICHAEL H WHITE DIRECTOR 1.00 X 0 0 0 RICK ESENBERG PRESIDENT & GENERAL COUNSEL 40.00 X X 315300 0 57004 STACY A STUECK DIRECTOR OF ADMINISTRATION 40.00 X 94000 0 18800 JAMES PUGH DIRECTOR OF ADVANCEMENT 40.00 X 100300 0 15798 CHARLES SZAFIR FORMER EXECUTIVE VP 40.00 X 150000 0 30660 659600 0 122262 4 0 1 0 0 2239536 3937 2239536 CASE FEE REVENUE 541100 50692 50692 50692 25180 25180 57712 28472 29240 29240 2344648 50692 0 54420 768698 645706 69183 53809 757742 636503 68197 53042 134135 112674 12072 9389 275545 231458 24799 19288 106546 89499 9589 7458 4680 4680 10177 10177 31566 31566 165377 161234 4143 32502 15305 4360 12837 588 235 353 100588 84494 9053 7041 3338 1394 1944 46240 46053 187 16687 14017 1502 1168 1700 1428 153 119 PUBLIC EDUCATION AND OU 17150 17150 BOOKS, SUBSCRIPTIONS, R 12534 12534 CLIENT DEVELOPMENT 12000 12000 MEMBERSHIP DUES 9542 5653 3889 11040 8064 2802 174 2518375 2095401 225139 197835 2429848 2451726 589140 265311 7535 14763 38403 176184 39934 17886 136250 1250 3059172 2892940 7450 14945 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7450 14945 X 2277229 2612684 774493 265311 3051722 2877995 3059172 2892940 -173727 0 X 0 1 X 1 0 X 2973108 1368137 2013511 1841926 1974372 10171054 2973108 1368137 2013511 1841926 1974372 10171054 6938754 3232300 683 1017 3528 16506 25180 46914 10217968 0.31630 0.29090 X WISCONSIN INSTITUTE FOR LAW & LIBERTY, INC IS A PUBLICLY SUPPORTED ORGANIZATION BASED ON THE FOLLOWING FACTSAND CIRCUMSTANCES 1 PERCENTAGE OF FINANCIAL SUPPORT FOR THE CALENDAR YEAR ENDED 2019, OUR PUBLIC SUPPORTPERCENTAGE WAS 31.63%, WHICH WAS SIGNIFICANTLY OVER THE 10% THRESHOLD IN ADDITION, THE PERCENTAGE HASINCREASED OVER THE FIVE YEAR PERIOD TO THE EXTENT THAT OUR CURRENT LEVEL OF PUBLIC SUPPORT IS NOT HIGHER, IT ISBECAUSE THE SUPPORT OF LARGE - AND UNRELATED - PRIVATE FOUNDATIONS HAS INCREASED AS OUR SUPPORT FROMSMALLER DONORS HAS INCREASED 2 SOURCES OF SUPPORT OVER THE COURSE OF OUR ORGANIZATION'S HISTORY, OURSOURCES OF SUPPORT HAVE CONTINUED TO INCREASE WE BEGAN WITH ONE SEED DONOR IN 2011 AND HAVE NOW GROWNOUR SUPPORT BASE TO OVER 400 DONORS THAT INCLUDE BOTH PRIVATE FOUNDATION AND INDIVIDUALS DURING 2018, WEHIRED AN EXPERIENCED DEVELOPMENT DIRECTOR AND CONSULTANT THAT WILL ALLOW OUR FUNDRAISING TO EXPANDNATIONALLY IN ORDER TO INCREASE OUR DONOR BASE 3 REPRESENTATIVE GOVERNING BODY OUR BOARD OF DIRECTORS ISCOMPOSED OF A DIVERSE GROUP WHO WELL REPRESENT THE PUBLIC THAT WE SERVE THEY INCLUDE JAMES T BARRY, 111,CHAIRMAN OF THE BOARD OF DIRECTORS HE SERVES AS THE PRESIDENT OF THE BARRY COMPANY, A COMMERCIAL REALESTATE FIRM IN MILWAUKEE, WISCONSIN CHRISTOPHER WOLFE, IS PROFESSOR OF POLITICS AT THE UNIVERSITY OF DALLASAND EMERITUS PROFESSOR OF POLITICAL SCIENCE AT MARQUETTE UNIVERSITY MICHAEL WHITE IS THE OWNER AND CHAIRMANOF THE BOARD OF RITE HITE HOLDING COMPANY, A WORLD LEADER IN THE MANUFACTURE AND SALE OF LOADING DOCKEQUIPMENT, INDUSTRIAL DOORS, SAFETY BARRIERS AND HIGH-VOLUME, LOW-SPEED INDUSTRIAL FANS RICHARD ESENBERG,FOUNDER, PRESIDENT, AND GENERAL COUNSEL OF THE ORGANIZATION MICHAEL GREBE, FORMER PRESIDENT AND CHIEFEXECUTIVE OFFICER AT THE LYNDE AND HARRY BRADLEY FOUNDATION INC SINCE 2002, RECENTLY RETIRED IN JULY, 2016 HEWAS ADDED TO OUR BOARD IN SEPTEMBER OF 2016 4 AVAILABILITY OF PUBLIC SERVICE, PUBLIC PARTICIPATION IN PROGRAM ORPOLICIES OUR MISSION IS TO PROVIDE LEGAL AND POLICY SERVICES AND EDUCATE THE PUBLIC WE PROVIDE ALL OF OURSERVICES - LITIGATION, LEGAL ADVICE, POLICY INFORMATION, AND EDUCATION - AT NO COST TO OUR CLIENTS WE REGULARLYPUBLISH ITEMS THAT ARE USED BY LEGISLATORS, EDUCATORS, INSTITUTIONS AND THE GENERAL PUBLIC RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 0 0 0 PART II-B, LINE 1: ALLOCATED 20% OF LOBBYING EFFORT TO BIENNIAL BUDGETS FOR HEALTH SERVICES AND PUBLIC INSPECTION. ALLOCATED 70% OF LOBBYING EFFORT ON A RANGE OF TOPICS WITH THE MAJORITY OF EFFORT BEING PLACED INTO TRANSPARENCY IN PUBLIC K-12 SCHOOL FUNDING, REFORMING MEDICAID, FREE SPEECH AND MEDICINE, AND PROPOSALS TO CHANGE LIQUOR LICENSURE AND PERMITTING REQUIREMENTS. THE REMAINING 10% OF EFFORT WAS SPENT ON MULTIPLE MINOR CAUSES. 12747 895 11852 77575 26444 51131 85862 12595 73267 136250 2344648 0 2344648 0 2344648 2518375 0 2518375 0 2518375 X X X X X X 1 UNISOURCE DIRECT LLC PO BOX 82 WATERTOWN WI 53094 FUNDRAISING MAILINGS 0 0 9839 -9839 9839 -9839 WI ANNUAL GALA 57566 57566 1800 19432 4165 3074 57566 57566 1800 19432 4165 3074 28471 29095 X 0 0 0 0 0 0 0 0 0 RICK ESENBERG PRESIDENT & GENERAL COUNSEL 249525 0 0 0 65775 0 28000 0 29004 0 372304 0 0 0 CHARLES SZAFIR FORMER EXECUTIVE VP 150000 0 0 0 0 0 15000 0 15660 0 180660 0 0 0 PART I, LINE 3 COMPENSATION OF THE PRESIDENT AND KEY PERSONNEL IS REVIEWED ANNUALLY BY THE BOARD COMPARATIVE DATA IS USED TO REVIEW COMPENSATION LEVELS FOR ALL STAFF FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE DIRECTOR OF ADMINISTRATION AND BOARD PRESIDENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY PERSONNEL COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. DISCLOSURE OF POSSIBLE CONFLICTS OF INTEREST ARE REVIEWED BY THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE PRESIDENT AND KEY PERSONNEL IS REVIEWED ANNUALLY BY THE BOARD. COMPARATIVE DATA IS USED TO REVIEW COMPENSATION LEVELS FOR ALL STAFF FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.