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Milwaukee Bar Association Foundation Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Crime, Legal-Related / Legal Services (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$554k (2023)

Expenses
$516k (2023)

Total Assets
$1.39M (2023)

Total Liabilities
$174k (2023)

Years with multiple filings
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$554,402
Expenses
$516,272
Net Income
$38,130
Net Assets
$1,219,078
Notable Sources of Revenue Percent of Total Revenue
Contributions $531,414
95.9%
Program Services $0
Investment Income $8,469
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $10,789
1.9%
Sales of Assets $3,332
0.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,392,669
Total Liabilities $173,591
Net Assets $1,219,078
Compensation
Key Employees and Officers Compensation Related Other
Paul Benson (President) $0 $0 $0
Shannon Allen (Vice President) $0 $0 $0
Andrew Jones (Secretary/Treasurer) $0 $0 $0
Aaron Olejniczak (Director) $0 $0 $0
Nick Zepnick (Director) $0 $0 $0
Thomas Reed (Director) $0 $0 $0
Brian Spahn (Director) $0 $0 $0
Anthony Anzelmo (Director) $0 $0 $0
Melissa Mccord (Director) $0 $0 $0
Nora Platt (Director) $0 $0 $0
Jessica Reginato (Director) $0 $0 $0
David Peterson (Director) $0 $0 $0
Sarah Martis (Executive Director) $0 $96,287 $25,076

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$243,024
Expenses
$269,760
Net Income
-$26,736
Net Assets
$1,103,667
Notable Sources of Revenue Percent of Total Revenue
Contributions $218,704
90.0%
Program Services $0
Investment Income $6,399
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $9,026
3.7%
Sales of Assets $8,506
3.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,161,483
Total Liabilities $57,816
Net Assets $1,103,667
Compensation
Key Employees and Officers Compensation Related Other
Paul Benson (President) $0 $0 $0
Shannon Allen (Vice President) $0 $0 $0
Andrew Jones (Treasurer/Secretary) $0 $0 $0
Emil Ovbiagele (Director) $0 $0 $0
Aaron Olejiniczak (Director) $0 $0 $0
Melanie Persich (Director) $0 $0 $0
Nick Zepnick (Director) $0 $0 $0
Thomas Reed (Director) $0 $0 $0
Brian Spahn (Director) $0 $0 $0
Melissa Mccord (Director) $0 $0 $0
David Peterson (Director) $0 $0 $0
Sarah Martis (Executive Director) $0 $96,807 $20,814

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$273,107
Expenses
$242,028
Net Income
$31,079
Net Assets
$1,299,169
Notable Sources of Revenue Percent of Total Revenue
Contributions $238,728
87.4%
Program Services $0
Investment Income $6,786
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $9,628
3.5%
Sales of Assets $17,905
6.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,366,896
Total Liabilities $67,727
Net Assets $1,299,169
Compensation
Key Employees and Officers Compensation Related Other
Joshua Gimbel (President) $0 $0 $0
Paul Benson (Vice President) $0 $0 $0
Andrew Jones (Treasurer/Secretary) $0 $0 $0
Thomas Reed (Director) $0 $0 $0
Shannon Allen (Director) $0 $0 $0
Melanie Persich (Director) $0 $0 $0
Melissa Mccord (Director) $0 $0 $0
David Peterson (Director) $0 $0 $0
Emil Ovbiagele (Director) $0 $0 $0
Nick Zepnick (Director) $0 $0 $0
Brian Spahn (Director) $0 $0 $0
Michael Skwierawski (Honorary) $0 $0 $0
Sarah Martis (Executive Director) $0 $93,359 $21,858

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$188,806
Expenses
$220,052
Net Income
-$31,246
Net Assets
$1,129,818
Notable Sources of Revenue Percent of Total Revenue
Contributions $184,113
97.5%
Program Services $0
Investment Income $6,185
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,605
1.4%
Sales of Assets -$4,357
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,211,326
Total Liabilities $81,508
Net Assets $1,129,818
Compensation
Key Employees and Officers Compensation Related Other
Joshua Gimbel (President) $0 $0 $0
Brian Spahn (Director) $0 $0 $0
Andrew Jones (Treasurer/Secretary) $0 $0 $0
Thomas Reed (Director) $0 $0 $0
Shannon Allen (Director) $0 $0 $0
Melanie Persich (Director) $0 $0 $0
Melissa Mccord (Director) $0 $0 $0
David Peterson (Director) $0 $0 $0
Emil Ovbiagele (Director) $0 $0 $0
Nick Zepnik (Director) $0 $0 $0
Paul Benson (Vice President) $0 $0 $0
Michael Skwierawski (Honorary) $0 $0 $0
Sarah Martis (Executive Director) $0 $93,586 $20,626

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$154,745
Expenses
$189,951
Net Income
-$35,206
Net Assets
$1,072,421
Notable Sources of Revenue Percent of Total Revenue
Contributions $160,643
> 100%
Program Services $0
Investment Income $8,121
5.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$19,129
Sales of Assets -$1,624
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,140,555
Total Liabilities $68,134
Net Assets $1,072,421
Compensation
Key Employees and Officers Compensation Related Other
Shannon Allen (Director) $0 $0 $0
Paul Benson (Director) $0 $0 $0
Jeffrey Davis (Director) $0 $0 $0
Marcia Drame (Director) $0 $0 $0
Andrew Jones (Director) $0 $0 $0
David Peterson (Director) $0 $0 $0
Thomas Reed (Director) $0 $0 $0
Stacy Gerber Ward (Director) $0 $0 $0
Joshua Gimbel (President) $0 $0 $0
Brian Spahn (Vice President) $0 $0 $0
Jason Kohout (Secretary/Treasurer) $0 $0 $0
Sarah Martis (Executive Director) $0 $95,726 $32,417

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$189,338
Expenses
$147,854
Net Income
$41,484
Net Assets
$1,007,247
Notable Sources of Revenue Percent of Total Revenue
Contributions $199,793
> 100%
Program Services $0
Investment Income $2,421
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$12,876
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,075,958
Total Liabilities $68,711
Net Assets $1,007,247

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$169,712
Expenses
$111,885
Net Income
$57,827
Net Assets
$1,074,507
Notable Sources of Revenue Percent of Total Revenue
Contributions $93,015
54.8%
Program Services $0
Investment Income $56,969
33.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $19,728
11.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,074,507
Total Liabilities $0
Net Assets $1,074,507
Compensation
Key Employees and Officers Compensation Related Other
Bruce Arnold (Director (Thru 12/17)) $0 $0 $0
Charles Barr (Director (Thru 12/17)) $0 $0 $0
Paul Benson (Director) $0 $0 $0
Christy Brooks (Director) $0 $0 $0
Peter Bruce (Director (Thru 12/17)) $0 $0 $0
Michael Cohen (Director) $0 $0 $0
Marcia Drame (Director) $0 $0 $0
Stacy Gerber Ward (Director) $0 $0 $0
Andrew Jones (Director) $0 $0 $0
Maria Kreiter (Director) $0 $0 $0
Michael J Skwierawski (Director (Thru 12/17)) $0 $0 $0
Joshua Gimbel (President) $0 $0 $0
Jason Kohout (Secretary/Treasurer) $0 $0 $0
Sarah Martis (Executive Director) $0 $91,410 $4,478

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$190,080
Expenses
$95,521
Net Income
$94,559
Net Assets
$1,016,680
Notable Sources of Revenue Percent of Total Revenue
Contributions $114,715
60.4%
Program Services $0
Investment Income $51,125
26.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $24,240
12.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,027,645
Total Liabilities $10,965
Net Assets $1,016,680
Compensation
Key Employees and Officers Compensation Related Other
Bruce Arnold (Director) $0 $0 $0
Peter Bruce (Director) $0 $0 $0
Michael J Skwierawski (Director) $0 $0 $0
Christy Brooks (Director) $0 $0 $0
Michael Cohen (Director) $0 $0 $0
Maria Kreiter (Director) $0 $0 $0
Charles Barr (Director) $0 $0 $0
Joshua Gimbel (President) $0 $0 $0
Jason Kohout (Secretary/Treasurer) $0 $0 $0
James Temmer (Executive Director (2016)) $0 $20,248 $0
Sarah Martis (Executive Director (2017)) $0 $56,134 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$184,181
Expenses
$99,193
Net Income
$84,988
Net Assets
$920,076
Notable Sources of Revenue Percent of Total Revenue
Contributions $149,078
80.9%
Program Services $0
Investment Income $17,241
9.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $17,862
9.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $923,379
Total Liabilities $3,303
Net Assets $920,076
Compensation
Key Employees and Officers Compensation Related Other
Bruce Arnold (Director) $0 $0 $0
Peter Bruce (Director) $0 $0 $0
Francis W Deisinger (President) $0 $0 $0
Michael J Skwierawski (Director) $0 $0 $0
Lynette Zigman (Secretary/Treasurer) $0 $0 $0
Christy Brooks (Director) $0 $0 $0
Michael Cohen (Director) $0 $0 $0
Maria Kreiter (Director) $0 $0 $0
Charles Barr (Director) $0 $0 $0
James Temmer (Executive Director) $0 $135,045 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$272,475
Expenses
$177,083
Net Income
$95,392
Net Assets
$855,615
Notable Sources of Revenue Percent of Total Revenue
Contributions $235,659
86.5%
Program Services $0
Investment Income $16,237
6.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $20,579
7.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $886,303
Total Liabilities $30,688
Net Assets $855,615
Compensation
Key Employees and Officers Compensation Related Other
Bruce Arnold (Director) $0 $0 $0
Peter Bruce (Director) $0 $0 $0
Francis W Deisinger (President) $0 $0 $0
Michael J Skwierawski (Director) $0 $0 $0
Lynette Zigman (Secretary/Treasurer) $0 $0 $0
Christy Brooks (Director) $0 $0 $0
Michael Cohen (Director) $0 $0 $0
Maria Kreiter (Director) $0 $0 $0
Charles Barr (Director) $0 $0 $0
James Temmer (Executive Director) $0 $117,167 $3,510

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$174,913
Expenses
$154,758
Net Income
$20,155
Net Assets
$766,066
Notable Sources of Revenue Percent of Total Revenue
Contributions $148,683
85.0%
Program Services $0
Investment Income $9,070
5.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $17,160
9.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $777,474
Total Liabilities $11,408
Net Assets $766,066
Compensation
Key Employees and Officers Compensation Related Other
Bruce Arnold (Director) $0 $0 $0
Peter Bruce (Director) $0 $0 $0
Francis W Deisinger (President) $0 $0 $0
Michael J Skwierawski (Vice President) $0 $0 $0
Lynette Zigman (Secretary/Treasurer) $0 $0 $0
Christy Brooks (Director) $0 $0 $0
Michael Cohen (Director) $0 $0 $0
Maria Kreiter (Director) $0 $0 $0
Charles Barr (Director) $0 $0 $0
James Temmer (Executive Director) $0 $107,790 $7,734

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$128,658
Expenses
$86,584
Net Income
$42,074
Net Assets
$724,254
Notable Sources of Revenue Percent of Total Revenue
Contributions $104,791
81.4%
Program Services $0
Investment Income $6,481
5.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $17,386
13.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $728,594
Total Liabilities $4,340
Net Assets $724,254

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$243,682
Expenses
$88,350
Net Income
$155,332
Net Assets
$672,302
Notable Sources of Revenue Percent of Total Revenue
Contributions $234,016
96.0%
Program Services $0
Investment Income $1,379
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $8,287
3.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $690,992
Total Liabilities $18,690
Net Assets $672,302

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$102,494
Expenses
$87,256
Net Income
$15,238
Net Assets
$478,598
Notable Sources of Revenue Percent of Total Revenue
Contributions $93,942
91.7%
Program Services $0
Investment Income $1,687
1.6%
Net Fundraising $6,865
6.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $478,598
Total Liabilities $0
Net Assets $478,598

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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