MILWAUKEE BAR ASSOCIATION FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MILWAUKEE BAR ASSOCIATION FOUNDATION INC (EIN 39-6040219)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201741329349302269
- Schema version
- 2015v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T10:56:21-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391386814 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sattell Johnson Appel & Co SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Heritage Reserve Suite 100 | AddressLine1Txt |
| City | Menomonee Falls | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530515701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396040219 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milwaukee Bar Association Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILW | BusinessNameControlTxt |
| Phone | 4142746760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 East Wells Street | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jason Kohout | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4142975733 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven Feurer CPA | PreparerPersonNm |
| PTIN | P00290129 | PTIN |
| Phone | 4142730500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jason Kohout | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E Wisconsin Avenue | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $206,806 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | The Milwaukee Bar Association Foundation made contributions to the Milwaukee Justice Center as noted on the Schedule for Part I, Line 10. 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 (MJC) is a collaborative project between the Milwaukee Bar Association, Milwaukee County, and Marquette University Law School. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $235,659 | PYContributionsGrantsAmt |
| CY Contributions Grants | $149,078 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,237 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,241 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,579 | PYOtherRevenueAmt |
| CY Other Revenue | $17,862 | CYOtherRevenueAmt |
| PY Total Revenue | $272,475 | PYTotalRevenueAmt |
| CY Total Revenue | $184,181 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $177,083 | PYOtherExpensesAmt |
| CY Other Expenses | $99,193 | CYOtherExpensesAmt |
| PY Total Expenses | $177,083 | PYTotalExpensesAmt |
| CY Total Expenses | $99,193 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $95,392 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $84,988 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $886,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $923,379 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,688 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,303 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $855,615 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $920,076 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To perform and carry out charitable and educational functions and purposes of the Milwaukee Bar Association of Milwaukee, Wisconsin. 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $88,596 | ExpenseAmt |
| Desc | Expenses for the Milwaukee Justice Center. | Desc |
| Total Program Service Expenses | $88,596 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Katy Borowski | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142765933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 East Wells Street | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Bruce Arnold | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Peter Bruce | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Francis W Deisinger | ||||||
| President | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Michael J Skwierawski | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Lynette Zigman | ||||||
| Secretary/Treasurer | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Christy Brooks | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Michael Cohen | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Maria Kreiter | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Charles Barr | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| James Temmer | ||||||
| Executive Director | 0.50 | $0 | $135,045 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $135,045 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $26,882 | FundraisingAmt |
| All Other Contributions | $122,196 | AllOtherContributionsAmt |
| Noncash Contributions | $7,849 | NoncashContributionsAmt |
| Total Contributions | $149,078 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,241 | TotalRevenueColumnAmt |
| Exclusion | $17,241 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $40,487 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $26,882 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $22,625 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,862 | TotalRevenueColumnAmt |
| Exclusion | $17,862 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,181 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,103 | ExclusionAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,720 | TotalAmt |
| Management And General | $9,720 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $877 | TotalAmt |
| Management And General | $877 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Expenses of the Milwauk | $87,924 | $87,924 |
| Grant - Wisconsin Law | $672 | $672 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,193 | TotalAmt |
| Program Services | $88,596 | ProgramServicesAmt |
| Management And General | $10,597 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,664 | BOYAmt |
| EOY | $718,927 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $30,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $840 | BOYAmt |
| EOY | $372 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,799 | BOYAmt |
| EOY | $174,080 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,303 | BOYAmt |
| EOY | $923,379 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,590 | BOYAmt |
| EOY | $2,120 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,861 | BOYAmt |
| EOY | $1,183 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,688 | BOYAmt |
| EOY | $3,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $805,615 | BOYAmt |
| EOY | $890,076 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $30,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $855,615 | BOYAmt |
| EOY | $920,076 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,303 | BOYAmt |
| EOY | $923,379 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $84,988 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$12,677 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,850 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milwaukee Bar Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391327219 | EIN |
| Organization Type | 9 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $75,144 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $75,144 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (1) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (1) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (1) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (1) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part IV, Section A, line 2 | The sole supported organization is the Milwaukee Bar Association, an organization described in Section 501(c)(6) which satisfies the support test under Section 509(a)(2). |
| Schedule A, Part IV, Section A, line 3b | The Foundation annually monitors the receipts of the Milwaukee Bar Association to ensure that the Section 509(a)(2) test is satisfied. |
| Schedule A, Part IV, Section A, line 3c | The 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, more fully described in answer to Part I, Line 1. The Milwaukee Justice Center's activities are clearly charitable. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Vanguard 500 Index Fund | $62,181 | F |
| BMO Funds - Large Cap Growth Investor Y | $111,899 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $174,080 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Payroll | Desc |
| Amt | $1,183 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,183 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $186,281 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$12,676 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $22,625 | OtherRevenueAmt |
| Revenue Not Reported | $9,949 | RevenueNotReportedAmt |
| Revenue Subtotal | $176,332 | RevenueSubtotalAmt |
| Other Revenues Not Included | $7,849 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,849 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $184,181 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $121,820 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $22,625 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $22,625 | ExpensesNotReportedAmt |
| Expenses Subtotal | $99,195 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$2 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$2 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $99,193 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The Foundation is a non-stock Corporation organized under Section 501(c)(3) of the Internal Revenue Code and as such is exempt from federal and state income tax. Management believes that no uncertain tax positions exist for the Foundation at June 30, 2016 and 2015. The Foundation files income tax returns in federal and state jurisdictions. The Foundation is generally subject to examinations by tax authorities for three years after the returns are filed. The Foundation has not incurred penalties or interest in connection with its tax filings. |
| Part XI, Line 2d - Other Adjustments: | Direct expenses of fundraising events 22,625. |
| Part XI, Line 4b - Other Adjustments: | Noncash donations not recorded on books 7,849. |
| Part XII, Line 2d - Other Adjustments: | Direct expenses of fundraising events 22,625. |
| Part XII, Line 4b - Other Adjustments: | Rounding -2. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Outing | Event1Nm |
| Gross Receipts Event1 | $45,492 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $6,882 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $38,610 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $165 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $1,553 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $6,882 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,789 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,539 | OtherDirectExpensesEvent1Amt |
| Event2 | 5K Run | Event2Nm |
| Gross Receipts Event2 | $21,877 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $20,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,877 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $1,280 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $1,350 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,480 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $200 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $2,390 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $67,369 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $26,882 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $40,487 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $165 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $2,833 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,232 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,269 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,929 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,628 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $17,859 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The membership of the Milwaukee Bar Association Foundation, Inc. consists of the members of the Board of Directors of the Milwaukee Bar Association of Milwaukee, Wisconsin, as from time to time constituted. |
| Form 990, Part VI, Section A, line 7a | Because the membership of the Milwaukee Bar Association Foundation, Inc. consists of the members of the Board of Directors of the Milwaukee Bar Association of Milwaukee, Wisconsin, the members of the Milwaukee Bar Association of Milwaukee effectively elect the members of the foundation. |
| Form 990, Part VI, Section A, line 8b | The foundation does not have any committees with authority to act of behalf of the governing body. |
| Form 990, Part VI, Section B, line 11 | The Executive Director and Board of Directors review Form 990 prior to filing. |
| Form 990, Part VI, Section B, line 12c | Officers, directors and key employees are required to complete a conflict of interest questionnaire annually. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents and financial statements are available for public inspection upon request made to the Executive Director in writing. |
| Form 990, Part XI, line 9: | Noncash donations not recorded on books and not expensed during the year -7,849. Rounding -1. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milwaukee Bar Association Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 E Wells St | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532023746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391327219 | EIN |
| Primary Activities | To promote the professional interests of the local bench and bar. | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(6) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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