MILWAUKEE BAR ASSOCIATION FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MILWAUKEE BAR ASSOCIATION FOUNDATION INC (EIN 39-6040219)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-14
- IRS object ID
- 201440459349302314
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-02-14T14:28:11-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391386814 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sattell Johnson Appel & Co SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Woodland Prime Suite 100 | AddressLine1 |
| City | Menomonee Falls | City |
| State | WI | State |
| ZIP Code | 530514481 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396040219 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milwaukee Bar Association Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILW | NameControl |
| Phone | 4142746760 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 East Wells Street | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lynette Zigman | Name |
| Title | Secretary/Treasurer | Title |
| Phone | 4142975733 | Phone |
| Date Signed | 2014-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Steven Feurer CPA | Name |
| PTIN | P00290129 | PTIN |
| Phone | 4142730500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Lynette Zigman | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E Wisconsin Avenue | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532025306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 154183 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 234016 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 104791 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1379 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6481 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8287 | OtherRevenuePriorYear |
| Other Revenue Current Year | 17386 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 243682 | TotalRevenuePriorYear |
| Total Revenue Current Year | 128658 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 87971 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 80934 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 379 | OtherExpensePriorYear |
| Other Expenses Current Year | 5650 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 88350 | TotalExpensesPriorYear |
| Total Expenses Current Year | 86584 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 155332 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 42074 | RevenuesLessExpensesCY |
| Total Assets BOY | 690992 | TotalAssetsBOY |
| Total Assets EOY | 728594 | TotalAssetsEOY |
| Total Liabilities BOY | 18690 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4340 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 672302 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 724254 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 80934 | Expense |
| Grants | 80934 | Grants |
| Description | Grant to the Milwaukee Justice Center. | Description |
| Total Program Service Expense | 80934 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Temmer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4142746760 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 East Wells Street | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Bruce Arnold | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Peter Bruce | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Francis W Deisinger | ||||||
| President | 0.50 | X | 0 | 0 | 0 | X |
| Joshua Gimbel | ||||||
| Vice President | 0.50 | X | 0 | 0 | 0 | X |
| Michael J Skwierawski | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Lynette Zigman | ||||||
| Secretary/Treasurer | 0.10 | X | 0 | 0 | 0 | X |
| Christy Brooks | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Michael Cohen | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Maria Kreiter | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| James Temmer | ||||||
| Executive Director | 0.50 | 0 | 109039 | 10855 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 109039 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 10855 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 11206 | FundraisingEvents |
| All Other Contributions | 93585 | AllOtherContributions |
| Noncash Contributions | 9623 | NoncashContributions |
| Total Contributions | 104791 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6481 | TotalRevenueColumn |
| Exclusion | $6,481 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 42911 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 11206 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 25525 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17386 | TotalRevenueColumn |
| Exclusion | $17,386 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 128658 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $23,867 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80934 | Total |
| Program Services | 80934 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5110 | Total |
| Management And General | 5110 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240 | Total |
| Management And General | 240 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Dues | Description |
| Total | 300 | Total |
| Management And General | 300 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86584 | Total |
| Program Services | 80934 | ProgramServices |
| Management And General | 5650 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 522223 | BOY |
| EOY | 578406 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65000 | BOY |
| EOY | 30000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1450 | BOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102319 | BOY |
| EOY | 120188 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 690992 | BOY |
| EOY | 728594 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12983 | BOY |
| EOY | 1135 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5707 | BOY |
| EOY | 3205 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18690 | BOY |
| EOY | 4340 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65000 | BOY |
| EOY | 50250 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 607302 | BOY |
| EOY | 674004 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 672302 | BOY |
| EOY | 724254 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 690992 | BOY |
| EOY | 728594 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 42074 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 11883 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -2005 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milwaukee Bar Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391327219 | EIN |
| Type Of Organization | 501(c)(6) | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $80,934 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 80934 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Vanguard 500 Index Fund | 44717 | C |
| BMO Funds (Marshall Funds) | 75471 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 120188 | TotalOfBookValueSecurities |
| Tot Revenue Etc Audited Fincl Stmt | 156443 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11883 | NetUnrealizedGainsInvestments |
| Other Revenues | 25525 | OtherRevenues |
| Revenue Not Rptd F990 | 37408 | RevenueNotRptdF990 |
| Revenue Subtotal | 119035 | RevenueSubtotal |
| Other Revenues Not Included | 9623 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 9623 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 128658 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 104491 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 17907 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 17907 | ExpensesNotRptdF990 |
| Expenses Subtotal | 86584 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 86584 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 2d - Other Adjustments: | Direct expenses of fundraising events 25,525. |
| Part XI, Line 4b - Other Adjustments: | Noncash donations not recorded on books 9,623. |
| Part XII, Line 2d - Other Adjustments: | Direct expenses of fundraising events 17,907. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 2012 Golf Outing | NameOfEvent1 |
| Gross Receipts Event1 | 41493 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 11206 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 30287 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 831 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 6528 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 16434 | OtherDirectExpensesEvent1 |
| Name Of Event2 | 5K Run | NameOfEvent2 |
| Gross Receipts Event2 | 12624 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 12624 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 1732 | RentFacilityCostsEvent2 |
| Gross Receipts Total | 54117 | GrossReceiptsTotal |
| Charitable Contributions Total | 11206 | CharitableContributionsTotal |
| Gross Revenue Total Events | 42911 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 831 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 1732 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 6528 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 16434 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 25525 | DirectExpenseSummaryEvents |
| Net Income Summary | 17386 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Milwaukee Justice Center | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 North 9th Street RM 104-J | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53233 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 80934 | AmountOfCashGrant |
| Purpose Of Grant | To perform and carry out charitable and educational functions and purposes of the Milwaukee Bar Association. | PurposeOfGrant |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 -2,005. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milwaukee Bar Association Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 E Wells St | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532023746 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391327219 | EIN |
| Primary Activities | To promote the professional interests of the local bench and bar. | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(c)(6) | ExemptCodeSection |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milwaukee Bar Association Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Method Of Amt Determination | Cash | MethodOfAmtDetermination |
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