2024-11-15T12:44:43-06:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 391327219 MILWAUKEE BAR ASSOCIATION INC MILW 4142746760 747 N BROADWAY MILWAUKEE WI 53202 MICHELLE WAGNER EBBEN SECRETARY/TREASURER 4142746760 2024-11-15 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2024-11-12 2023 2024-10-15 13:58:12Z SARAH MARTIS 747 N BROADWAY MILWAUKEE WI 53202 578757 0 X WWW.MKEBAR.ORG X 1979 WI THE MISSION OF THE MILWAUKEE BAR ASSOCIATION IS TO BE AN INCLUSIVE, EQUITABLE AND DIVERSE ORGANIZATION THAT SERVES THE INTERESTS OF THE LAWYERS, JUDGES AND THE PEOPLE OF MILWAUKEE COUNTY BY WORKING TO PROMOTE THE PROFESSIONAL INTERESTS OF THE LOCAL BENCH AND BAR; ENCOURAGE COLLEGIALITY, PUBLIC SERVICE AND PROFESSIONALISM ON THE PART OF THE LAWYERS OF SOUTHEASTERN WISCONSIN; IMPROVE ACCESS TO JUSTICE FOR THOSE LIVING AND WORKING IN MILWAUKEE COUNTY; SUPPORT THE COURTS OF MILWAUKEE COUNTY IN THE ADMINISTRATION OF JUSTICE; AND INCREASE PUBLIC AWARENESS OF THE CRUCIAL ROLE THAT THE LAW PLAYS IN THE LIVES OF THE PEOPLE OF MILWAUKEE COUNTY. 13 13 37 100 0 0 750 1450 563027 554224 787 4300 23591 18783 588155 578757 0 0 0 0 310171 308207 0 0 0 375351 401571 685522 709778 -97367 -131021 1834073 1584070 1111505 992523 722568 591547 X THE MISSION OF THE MILWAUKEE BAR ASSOCIATION IS TO BE AN INCLUSIVE, EQUITABLE AND DIVERSE ORGANIZATION THAT SERVES THE INTERESTS OF THE LAWYERS, JUDGES AND THE PEOPLE OF MILWAUKEE COUNTY BY WORKING TO PROMOTE THE PROFESSIONAL INTERESTS OF THE LOCAL BENCH AND BAR; ENCOURAGE COLLEGIALITY, PUBLIC SERVICE AND PROFESSIONALISM ON THE PART OF THE LAWYERS OF SOUTHEASTERN WISCONSIN; IMPROVE ACCESS TO JUSTICE FOR THOSE LIVING AND WORKING IN MILWAUKEE COUNTY; SUPPORT THE COURTS OF MILWAUKEE COUNTY IN THE ADMINISTRATION OF JUSTICE; AND INCREASE PUBLIC AWARENESS OF THE CRUCIAL ROLE THAT THE LAW PLAYS IN THE LIVES OF THE PEOPLE OF MILWAUKEE COUNTY. 0 0 THE MILWAUKEE BAR ASSOCIATION PROVIDES OVER 100 HOURS OF CONTINUING LEGAL EDUCATION CREDIT TO KEEP ATTORNEYS UPDATED ON NEW PROGRESS IN THE LEGAL FIELD AS WELL AS HELP THEM EARN CREDIT TO MAINTAIN THEIR LICENSE. THE MILWAUKEE BAR ASSOCIATION'S LAWYER REFERRAL AND INFORMATION SERVICE PROVIDES BOTH ACCESS TO THE PUBLIC TO LOCATE AN APPROPRIATE ATTORNEY TO ASSIST THEM WITH THEIR LEGAL NEEDS AS WELL AS A REVENUE SOURCE VIA REFERRALS FOR LOCAL PRACTICING ATTORNEYS. THE MILWAUKEE BAR ASSOCIATION'S MEETINGS AND EVENTS PROVIDE OPPORTUNTIES FOR MEMBERS TO INTERFACE AND OBTAIN AN IMPORTANT CONNECTION WITH THEIR COLLEAGUES ACROSS LEGAL FIELDS. ATTORNEYS CAN BECOME ISOLATED IN THE INCREASINGLY TECHNICAL WORLD AND THE OPPORTUNITY TO CONNECT IS IMPORTANT FOR CAREER GROWTH AS WELL AS MENTAL HEALTH. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 37 1 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 0 0 X SARAH MARTIS 4142746760 747 N BROADWAY MILWAUKEE WI 53202 HON ELLEN BROSTROM PRESIDENT (THRU JUNE 2023) 1.00 X X 0 0 0 EMIL OVBIAGELE PRESIDENT (JUNE 2023) 1.00 X X 0 0 0 LEILA SAHAR PRESIDENT ELECT 1.00 X X 0 0 0 JOE RUSSELL VICE PRESIDENT 1.00 X X 0 0 0 MICHELLE WAGNER EBBEN SECRETARY/TREASURER 1.00 X X 0 0 0 KRISTEN HARDY DIRECTOR 1.00 X 0 0 0 AVERY MAYNE DIRECTOR 1.00 X 0 0 0 TINA MATIC DIRECTOR 1.00 X 0 0 0 MELISSA PAPALEO DIRECTOR 1.00 X 0 0 0 MARK GOLDSTEIN DIRECTOR 1.00 X 0 0 0 THOMAS REED DIRECTOR 1.00 1.00 X 0 0 0 HANNAH JAHN DIRECTOR 1.00 X 0 0 0 OLIVIA KELLEY DIRECTOR 1.00 X 0 0 0 SARAH MARTIS EXECUTIVE DIRECTOR 40.00 5.00 X 96287 0 25076 96287 0 25076 0 0 0 0 0 1450 1450 MEMBERSHIP DUES 900099 303680 303680 LAWYER REFERRAL SERVIC 900099 87994 87994 MEETINGS 900099 72278 72278 CONTINUING LEGAL EDUCA 611430 49562 49562 CONTRACTED SERVICES 900099 40710 40710 554224 4300 4300 4303 4303 14140 0 14140 14140 14140 340 340 340 578757 554224 0 23083 121363 135108 4117 30098 17521 38756 6909 13672 44028 10438 171710 48078 60280 1487 6213 709778 1682 27489 295300 236302 27250 0 88735 92032 640593 321540 379333 319053 1041773 909194 1834073 1584070 24907 27818 9435 150 1077163 964555 1111505 992523 X 722568 591547 722568 591547 1834073 1584070 -131021 0 X 1 X 0 1 0 0 1 0 488492 204803 283689 19877 19739 138 132224 96998 35226 319053 DUE FROM MILWAUKEE BAR ASSOCIATION FOUNDATION, INC. 18395 SECURITY DEPOSIT 28951 OPERATING LEASE RIGHT-OF-USE ASSET 861848 909194 OPERATING LEASE LIABILITY 964555 964555 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS SIX CLASSES OF MEMBERS: ACTIVE, JUDICIAL, NEW LAWYER, SENIOR, LAW SCHOOL STUDENT, AND AFFILIATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S ACTIVE, JUDICIAL, NEW LAWYER, AND SENIOR MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE ASSOCIATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE ALTERED, AMENDED OR REPEALED BY THE VOTING MEMBERS OF THE ASSOCIATION AT ANY REGULAR OR SPECIAL MEETING AT WHICH A QUORUM IS PRESENT. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS ANNUALLY COMPLETE AND SIGN A STATEMENT DISCLOSING INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE SIGNED STATEMENTS ARE KEPT AT THE ASSOCIATION'S EXECUTIVE OFFICES. THE DIRECTORS MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE EXECUTIVE DIRECTOR. ANNUALLY, THE COMMITTEE MEETS WITH THE EXECUTIVE DIRECTOR WITH A WRITTEN EVALUATION. FOLLOWING ITS MEETING WITH THE EXECUTIVE DIRECTOR, THE EXECUTIVE COMMITTEE CONVENES WITHOUT THE EXECUTIVE DIRECTOR TO ESTABLISH HER COMPENSATION FOR THE FOLLOWING YEAR. THE COMMITTEE CONSIDERS THE PERFORMANCE OF THE ASSOCIATION FOR THE PRIOR YEAR, EVALUATES ALL ASPECTS OF THE EXECUTIVE DIRECTOR'S JOB INCLUDING FINANCIAL AND NON-FINANCIAL METRICS AND REVIEWS A PUBLICLY AVAILABLE SURVEY OF THE COMPENSATION OF EXECUTIVE DIRECTORS FOR BAR ASSOCIATIONS OF SIMILAR SIZE. BASED ON THIS INFORMATION, THE EXECUTIVE COMMITTEE ENGAGES IN DISCUSSIONS AND DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION FOR THE NEXT YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WERE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST MADE TO THE EXECUTIVE DIRECTOR IN WRITING. MILWAUKEE BAR ASSOCIATION FOUNDATION INC 747 N BROADWAY MILWAUKEE WI 53202 396040219 SUPPORTING ORGANIZATION OF MILWAUKEE BAR ASSOCIATION, INC. WI 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 MILWAUKEE BAR ASSOCIATION FOUNDATION INC O 401591 ACTUAL COST