Civic Intelligence

Milwaukee Bar Association Foundation Inc.

990 • Fiscal year 2014 • EIN 39-6040219

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 21, 2014

424 East Wells Street53202

(414) 274-6760

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

56th percentile

0.07x

Higher debt load relative to revenue than 56% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

91st percentile

$115,524

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 66.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

62nd percentile

6.7%

Faster asset growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

82nd percentile

36%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$777,474

Up $48,880 (+6.7%) from 2013

Net Assets

Up

$766,066

Up $41,812 (+5.8%) from 2013

Liabilities

Up

$11,408

Up $7,068 (+163%) from 2013

Revenue

Up

$174,913

Up $46,255 (+36%) from 2013

Expenses

Up

$154,758

Up $68,174 (+79%) from 2013

Net Income

Down

$20,155

Down $21,919 (-52%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $478,598Liabilities 2011: $02011Assets 2012: $690,992Liabilities 2012: $18,690Net Assets 2012: $672,3022012Assets 2013: $728,594Liabilities 2013: $4,340Net Assets 2013: $724,2542013Assets 2014: $777,474Liabilities 2014: $11,408Net Assets 2014: $766,0662014Assets 2015: $886,303Liabilities 2015: $30,688Net Assets 2015: $855,6152015Assets 2016: $923,379Liabilities 2016: $3,303Net Assets 2016: $920,0762016Assets 2017: $1,027,645Liabilities 2017: $10,965Net Assets 2017: $1,016,6802017Assets 2018: $1,074,507Liabilities 2018: $0Net Assets 2018: $1,074,5072018Assets 2019: $1,140,555Liabilities 2019: $68,134Net Assets 2019: $1,072,4212019Assets 2020: $1,211,326Liabilities 2020: $81,508Net Assets 2020: $1,129,8182020Assets 2021: $1,366,896Liabilities 2021: $67,727Net Assets 2021: $1,299,1692021Assets 2022: $1,161,483Liabilities 2022: $57,816Net Assets 2022: $1,103,6672022Assets 2023: $1,392,669Liabilities 2023: $203,591Net Assets 2023: $1,189,0782023Assets 2024: $1,676,532Liabilities 2024: $94,492Net Assets 2024: $1,582,0402024

Highlighted filing

2014

Assets$777,474
Liabilities$11,408
Net Assets$766,066

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $102,494Expenses 2011: $87,256Net Income 2011: $15,2382011Expenses 2012: $88,3502012Revenue 2013: $128,658Expenses 2013: $86,584Net Income 2013: $42,0742013Revenue 2014: $174,913Expenses 2014: $154,758Net Income 2014: $20,1552014Revenue 2015: $272,475Expenses 2015: $177,083Net Income 2015: $95,3922015Revenue 2016: $184,181Expenses 2016: $99,193Net Income 2016: $84,9882016Revenue 2017: $190,080Expenses 2017: $95,521Net Income 2017: $94,5592017Revenue 2018: $169,712Expenses 2018: $111,885Net Income 2018: $57,8272018Revenue 2019: $154,745Expenses 2019: $189,951Net Income 2019: -$35,2062019Revenue 2020: $188,806Expenses 2020: $220,052Net Income 2020: -$31,2462020Revenue 2021: $273,107Expenses 2021: $242,028Net Income 2021: $31,0792021Revenue 2022: $243,024Expenses 2022: $269,760Net Income 2022: -$26,7362022Revenue 2023: $554,402Expenses 2023: $546,272Net Income 2023: $8,1302023Revenue 2024: $920,512Expenses 2024: $628,064Net Income 2024: $292,4482024

Highlighted filing

2014

Revenue$174,913
Expenses$154,758
Net Income$20,155
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 21, 2014
Return Version
2013v3.0
Gross Receipts
$201,142
Mission and Program Overview

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$578,406$620,453▲ $42,047
Investments Other Securities$120,188$152,586▲ $32,398
Pledges and Grants Receivable$30,000$0▼ $30,000
Accounts Receivable$0$4,151▲ $4,151
Prepaid Expenses and Deferred Charges$0$284▲ $284
Total Assets$728,594$777,474▲ $48,880
Liabilities
Deferred Revenue$3,205$6,553▲ $3,348
Other Liabilities$0$2,452▲ $2,452
Accounts Payable and Accrued Expenses$1,135$2,403▲ $1,268
Total Liabilities$4,340$11,408▲ $7,068
Net Assets / Fund Balance
Unrestricted Net Assets$674,004$743,566▲ $69,562
Temporarily Rstr Net Assets$50,250$22,500▼ $27,750
Total Net Assets Fund Balance$724,254$766,066▲ $41,812
Total Liabilities and Net Assets / Fund Balance$728,594$777,474▲ $48,880

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$96,892--
Compensation and Service Providers

Employees

NameTitleOtherTotal
James TemmerExecutive Director$115,524$115,524

Board Members and Trustees

NameTitle
Francis W DeisingerPresident
Michael J SkwierawskiVice President
Bruce ArnoldDirector
Charles BarrDirector
Christy BrooksDirector
Maria KreiterDirector
Michael CohenDirector
Peter BruceDirector
Lynette ZigmanSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$148,683
Program Service Revenue
$0
Investment Income
$9,070
Other Revenue
$17,160
All Other Contributions
$128,853
Change in Net Assets
$20,155

Audited Revenue Reconciliation

Revenue per Audited Statements
$168,134
Revenue Not Reported on Financial Statements
$6,779
Revenue Not Reported on Form 990
$49,943
Other Revenue Adjustments
$6,779
Total Revenue per Audited Statements
$218,077
Total Revenue per Form 990
$174,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$149,228
Other Expenses$5,530
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$149,228--$149,228
Fees for Services Accounting-$4,960-$4,960
Office Expenses-$570-$570
Total Functional Expenses$149,228$5,530$0$154,758

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$176,265
Expenses per Audited Statements$154,758
Total Expenses per Form 990$154,758
Expenses Not Reported on Form 990$21,507
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
--501(c)(3)To perform and carry out charitable and educational functions and purposes of the Milwaukee Bar Association.$149,228
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,389
Fundraising Direct Expenses$26,229
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$45,365$25,535-$25,535
Event 2$17,854$17,854$5,775$12,079
Total Events$63,219$43,389$26,229$17,160
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll$2,452
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

EIN
39-6040219
Phone
4142746760

Signing Officer

Name
Lynette Zigman
Title
Secretary/Treasurer
Phone
4142975733
Signed
2014-11-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynette Zigman
Formed
1973
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Preparer
Steven Feurer CPA
Phone
4142730500
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Noncash donations not recorded on books and not expensed during the year -2,057.

Financial Statement Notes

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, 2014 and 2013. The Foundation's open years for informational tax returns are tax periods 2010 through 2012. 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 26,229.

Part XI, Line 4B - Other Adjustments:

Noncash donations not recorded on books 6,779.

Part XII, Line 2D - Other Adjustments:

Direct expenses of fundraising events 21,507.

Raw XML AppendixShowing 400 of 453 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01135
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02403
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt04151
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The 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.
IRS990/AllOtherContributionsAmt0128853
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10James Temmer
IRS990/BooksInCareOfDetail/PhoneNum04142746760
IRS990/BooksInCareOfDetail/USAddress/AddressLine10424 East Wells Street
IRS990/BooksInCareOfDetail/USAddress/City0Milwaukee
IRS990/BooksInCareOfDetail/USAddress/State0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode053202
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt019830
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0148683
IRS990/CYGrantsAndSimilarPaidAmt0149228
IRS990/CYInvestmentIncomeAmt09070
IRS990/CYOtherExpensesAmt05530
IRS990/CYOtherRevenueAmt017160
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt020155
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0154758
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0174913
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt03205
IRS990/DeferredRevenueGrp/EOYAmt06553
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Grant to the Milwaukee Justice Center.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0149228
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04960
IRS990/FeesForServicesAccountingGrp/TotalAmt04960
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt97734
IRS990/Form990PartVIISectionAGrp/PersonNm0Bruce Arnold
IRS990/Form990PartVIISectionAGrp/PersonNm1Peter Bruce
IRS990/Form990PartVIISectionAGrp/PersonNm2Francis W Deisinger
IRS990/Form990PartVIISectionAGrp/PersonNm3Michael J Skwierawski
IRS990/Form990PartVIISectionAGrp/PersonNm4Lynette Zigman
IRS990/Form990PartVIISectionAGrp/PersonNm5Christy Brooks
IRS990/Form990PartVIISectionAGrp/PersonNm6Michael Cohen
IRS990/Form990PartVIISectionAGrp/PersonNm7Maria Kreiter
IRS990/Form990PartVIISectionAGrp/PersonNm8Charles Barr
IRS990/Form990PartVIISectionAGrp/PersonNm9James Temmer
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9107790
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt019830
IRS990/FundraisingDirectExpensesAmt026229
IRS990/FundraisingGrossIncomeAmt043389
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0149228
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0149228
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0149228
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0201142
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt09070
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09070
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0120188
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0152586
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0724254
IRS990/NetAssetsOrFundBalancesEOYAmt0766066
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt017160
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt017160
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt023714
IRS990/NoncashContributionsAmt06779
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0570
IRS990/OfficeExpensesGrp/TotalAmt0570
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2057
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt02452
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt030000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0284
IRS990/PrincipalOfficerNm0Lynette Zigman
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0104791
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt080934
IRS990/PYInvestmentIncomeAmt06481
IRS990/PYOtherExpensesAmt05650
IRS990/PYOtherRevenueAmt017386
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt042074
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt086584
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0128658
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt020155
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0578406
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0620453
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391327219
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(c)(6)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt097704
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Milwaukee Bar Association
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt097704
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt021507
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0154758
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt023714
IRS990ScheduleD/OtherExpensesIncludedAmt021507
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02452
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued Payroll
IRS990ScheduleD/OtherRevenueAmt026229
IRS990ScheduleD/OtherRevenuesNotIncludedAmt06779
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt055694
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt196892
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Vanguard 500 Index Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BMO Funds (Marshall Funds)
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/RevenueNotReportedAmt049943
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06779
IRS990ScheduleD/RevenueSubtotalAmt0168134
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The 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, 2014 and 2013. The Foundation's open years for informational tax returns are tax periods 2010 through 2012. The Foundation has not incurred penalties or interest in connection with its tax filings.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Direct expenses of fundraising events 26,229.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Noncash donations not recorded on books 6,779.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Direct expenses of fundraising events 21,507.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0152586
IRS990ScheduleD/TotalExpensesPerForm990Amt0154758
IRS990ScheduleD/TotalLiabilityAmt02452
IRS990ScheduleD/TotalRevenuePerForm990Amt0174913
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0218077
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0176265
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt019830
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt019830
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026229
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07254
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045365
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017854
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063219
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025535
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017854
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043389
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt02013 Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt05K Run
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017160
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt05512
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05512
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05775
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05775
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07688
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07688
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0149228
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To perform and carry out charitable and educational functions and purposes of the Milwaukee Bar Association.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10The Milwaukee Justice Center
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10901 North 9th Street RM 104-J
IRS990ScheduleI/RecipientTable/USAddress/City0Milwaukee
IRS990ScheduleI/RecipientTable/USAddress/State0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode053233
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Because 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The foundation does not have any committees with authority to act of behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Executive Director and Board of Directors review Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Officers, directors and key employees are required to complete a conflict of interest questionnaire annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization's governing documents and financial statements are available for public inspection upon request made to the Executive Director in writing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Noncash donations not recorded on books and not expensed during the year -2,057.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, line 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10Milwaukee Bar Association Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391327219
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0To promote the professional interests of the local bench and bar.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10424 E Wells St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0Milwaukee
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode0532023746
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10Milwaukee Bar Association Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt050250
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt022500
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0728594
IRS990/TotalAssetsEOYAmt0777474
IRS990/TotalAssetsGrp/BOYAmt0728594
IRS990/TotalAssetsGrp/EOYAmt0777474
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0148683
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05530
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0149228
IRS990/TotalFunctionalExpensesGrp/TotalAmt0154758
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04340
IRS990/TotalLiabilitiesEOYAmt011408
IRS990/TotalLiabilitiesGrp/BOYAmt04340
IRS990/TotalLiabilitiesGrp/EOYAmt011408
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0724254

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.09$1.58$0.92$0.63$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.20$1.19$0.55$0.55$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.06$1.10$0.24$0.27$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.07$1.30$0.27$0.24$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.08$1.13$0.19$0.22$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.07$1.07$0.15$0.19$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.17$0.11$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.02$0.19$0.10$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.18$0.10$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.03$0.86$0.27$0.18$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.01$0.77$0.17$0.15$0.02
2013Summary only. Only limited summary data is available for this year.$0.73$0.00$0.72$0.13$0.09$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.02$0.67$0.09
2011Summary only. Only limited summary data is available for this year.$0.48$0.00$0.10$0.09$0.02