2025-11-07T14:58:32-06:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-01-01 391096303 MRA-THE MANAGEMENT ASSOCIATION INC MRA- 2625239090 N19W24350 RIVERWOOD DR WAUKESHA WI 53188 SUSAN FRONK THIEL PRESIDENT AND CEO 2625239090 2025-11-07 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2025-11-06 2024 2025-03-06 01:10:19Z SUSAN FRONK THIEL N19W24350 RIVERWOOD DR WAUKESHA WI 53188 11693160 0 X WWW.MRANET.ORG X 1967 WI MRA IS A NOT-FOR-PROFIT EMPLOYERS ASSOCIATION WHOSE SOLE GOAL IS TO HELP YOUR BUSINESS SUCCEED. WE PARTNER WITH OVER 3,500 EMPLOYERS AND ARE, IN FACT, THE LARGEST EMPLOYERS ASSOCIATION IN THE MIDWEST. MRA HAS OVER 200 HR AND BUSINESS PROFESSIONALS WHO ARE POISED TO HELP YOU CULTIVATE ENGAGED, PRODUCTIVE EMPLOYEES AND TO CREATE A STRONG ORGANIZATIONAL INFRASTRUCTURE. 24 24 257 24 1491634 0 1201686 0 10157973 11136109 227709 243318 327853 313733 11915221 11693160 0 0 0 0 6893049 7134431 0 0 0 2486989 2916177 9380038 10050608 2535183 1642552 18385030 20569227 12799626 12778193 5585404 7791034 X MRA IS DEDICATED TO EXCEEDING MEMBER EXPECTATIONS AS WE HELP ORGANIZATIONS SOLVE THE CHALLENGES OF A CONSTANTLY CHANGING BUSINESS ENVIRONMENT. WE HELP DEVELOP AN ENGAGED, HIGH PERFORMING WORKFORCE WITH PROGRAMS AND SERVICES FOCUSED ON THE NEEDS OF OUR MEMBERS. HR MEANS BUSINESS AT MRA. 0 0 MRA PROVIDES A VARIETY OF SERVICES TO ITS MEMBERS SUCH AS A 24/7 HOTLINE TO GIVE MEMBERS ACCESS TO KNOWLEDGEABLE HUMAN RESOURCES COUNSELORS; WAGE, SALARY, AND BENEFIT SURVEYS; HUMAN RESOURCE UPDATES FROM LEADERSHIP TRENDS TO EMPLOYMENT LAW; ONLINE TOOLS AND TEMPLATES;DISCOUNTS ON TRAINING PROGRAMS; AND REDUCED PRICING ON SEVERAL PARTNERS PROGRAMS. DURING 2024, MRA HAD APPROXIMATELY 5,500 MEMBERS. MRA ALSO PROVIDES REFERENCE CHECKING AND BACKGROUND INVESTIGATIONS, ORGANIZATIONAL DEVELOPMENT, AFFIRMATIVE ACTION, OUTPLACEMENT SERVICES, ASSESSMENTS, AND SURVEYS. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 66 0 257 1 1 1 0 0 0 0 0 0 0 X 24 24 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X PAUL BUTLER 2625239090 N19W24350 RIVERWOOD DR WAUKESHA WI 53188 JESSICA MANIVASAGER CHAIRPERSON 1.00 1.00 X X 0 0 0 DIRK MAROSKE VICE-CHAIRPERSON 1.00 X X 0 0 0 JANET SCHULZ TREASURER 1.00 X X 0 0 0 JOE GUERRIERO DIRECTOR 1.00 X 0 0 0 CHRISTINE SPECHT-PALMERT DIRECTOR 1.00 X 0 0 0 FRED ANDERSON DIRECTOR 1.00 X 0 0 0 PETE HERB DIRECTOR 1.00 X 0 0 0 BILL SOLOMON DIRECTOR 1.00 X 0 0 0 JIM BANOVICH DIRECTOR 1.00 X 0 0 0 ANDREA BURNS DIRECTOR 1.00 X 0 0 0 JEFF CRAWFORD DIRECTOR 1.00 X 0 0 0 JAMES DITTER DIRECTOR 1.00 X 0 0 0 MIKE HAGEMAN DIRECTOR 1.00 X 0 0 0 MARSHA MATHER DIRECTOR 1.00 X 0 0 0 JAMES LARSON DIRECTOR 1.00 X 0 0 0 LAWRENCE MOON DIRECTOR 1.00 X 0 0 0 BRIAN OLESEN DIRECTOR 1.00 X 0 0 0 CHERYL SMENT DIRECTOR 1.00 X 0 0 0 SARAH WAITE DIRECTOR 1.00 X 0 0 0 RICHARD WHITAKER DIRECTOR 1.00 X 0 0 0 MICHAEL CARR DIRECTOR 1.00 X 0 0 0 JOHN KRAMER DIRECTOR 1.00 X 0 0 0 ERIC SNOW DIRECTOR 1.00 X 0 0 0 JEFF WALTON DIRECTOR 1.00 X 0 0 0 SUSAN FRONK THIEL PRESIDENT AND CEO 25.00 15.00 X 407603 0 18345 WILLIAM BUDZIEN VP, CHIEF FINANCIAL OFFICER 40.00 X 67252 0 4360 ANDREW SCHROEDER VP, MEMBER ENGAGEMENT & MARKETING 40.00 X 180499 0 15841 JAMES MCDEVITT VP OF HUMAN RESOURCES 40.00 X 177414 0 9652 HILARY HAUSER VP, HR CONSULTING 40.00 X 168943 0 10168 KATY ARCHER CHIEF TECHNOLOGY OFFICER 40.00 X 166558 0 17234 KATIE WALKER VP, LEARNING & DEVELOPMENT 2.00 38.00 X 143469 0 8519 1311738 0 84119 34 0 1 0 0 MEMBERSHIP DUES 900099 5916942 5916942 AFFIRMATIVE ACTION SERVICES 541610 3277734 3277734 ORGANIZATIONAL DEVELOPMENT 541610 990466 186325 804141 OUTPLACEMENT 541610 559925 559925 SURVEY SERVICES 541610 315142 187574 127568 75900 75900 11136109 243318 243318 ADMINISTRATIVE INCOME 541610 313733 313733 313733 11693160 9644475 1491634 557051 497560 5336157 305318 396167 599229 6244 15873 389283 136488 264491 610793 5864 679969 61853 1223 553832 60455 BAD DEBT EXPENSE 69099 DUES AND SUBSCRIPTIONS 60710 10050608 1712101 5585 325880 2837741 2432847 2478740 847349 727315 4231047 2724038 1402347 1507009 7309586 8166954 105268 15723 1178125 990625 3071527 3839535 18385030 20569227 997656 1813463 2963349 2860880 455449 114260 8383172 7989590 12799626 12778193 X 5585404 7791034 5585404 7791034 18385030 20569227 X 1642552 652643 -89565 X 0 1 X 1 0 0 1 0 852896 263233 589663 1293024 880961 412063 2085127 1579844 505283 1507009 OPERATING LEASE RIGHT-OF-USE ASSETS 3839535 3839535 DUE TO MRA INSTITUTE OF MANAGEMENT, INC. 3305282 DUE TO MRA SERVICE CORPORATION 639284 OPERATING LEASE LIABILITIES 4045024 7989590 X X X X 0 0 0 SUSAN FRONK THIEL PRESIDENT AND CEO 334768 0 57577 0 15258 0 17940 0 405 0 425948 0 0 0 ANDREW SCHROEDER VP, MEMBER ENGAGEMENT & MARKETING 171782 0 8333 0 384 0 7730 0 8111 0 196340 0 0 0 JAMES MCDEVITT VP OF HUMAN RESOURCES 164548 0 11282 0 1584 0 9247 0 405 0 187066 0 0 0 KATY ARCHER CHIEF TECHNOLOGY OFFICER 155805 0 10531 0 222 0 8718 0 8516 0 183792 0 0 0 HILARY HAUSER VP, HR CONSULTING 152974 0 15752 0 217 0 8821 0 1347 0 179111 0 0 0 KATIE WALKER VP, LEARNING & DEVELOPMENT 137979 0 5204 0 286 0 7577 0 942 0 151988 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MRA HAS TWO CLASSES OF MEMBERS: REGULAR AND ASSOCIATE MEMBERS. REGULAR MEMBERS OF THE ASSOCIATION SHALL BE EMPLOYERS LOCATED IN THE STATES OF WISCONSIN, ILLINOIS, IOWA, MINNESOTA, MISSOURI, NEBRASKA, NORTH DAKOTA, SOUTH DAKOTA, AND SUCH OTHER STATES AS DETERMINED BY THE BOARD. REGULAR MEMBERS SHALL HAVE ALL RIGHTS AND PRIVILEGES OF MEMBERSHIP, INCLUDING THE RIGHT TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. ASSOCIATE MEMBERS OF THE ASSOCIATION SHALL BE EMPLOYERS LOCATED OUTSIDE THE STATES OF WISCONSIN, ILLINOIS, IOWA, MINNESOTA, MISSOURI, NEBRASKA, NORTH DAKOTA, SOUTH DAKOTA, AND SUCH OTHER STATES AS DETERMINED BY THE BOARD. ASSOCIATE MEMBERS SHALL HAVE ALL RIGHTS AND PRIVILEGES OF MEMBERSHIP, INCLUDING THE RIGHT TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS, EXCEPT THAT THEY SHALL NOT HAVE THE RIGHT TO SERVE AS AN OFFICER OR DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7A MRA'S MEMBERSHIP ELECTS THE MEMBERS OF THE GOVERNING BODY AND ITS OFFICERS. THE NOMINEES FOR DIRECTORS AND OFFICERS FOR A GIVEN YEAR ARE SENT TO THE PRIMARY CONTACT PERSONS AT ALL OF MRA'S MEMBER COMPANIES. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED BY A MAJORITY VOTE OF A QUORUM OF THE BOARD AT ANY REGULAR OR SPECIAL MEETING OR BY A TWO-THIRDS VOTE OF A QUORUM OF THE MEMBERS AT ANY ANNUAL OR SPECIAL MEETING PROVIDED THAT AT LEAST TEN (10) DAYS' WRITTEN NOTICE OF THE PROPOSED AMENDMENT(S) HAS BEEN DELIVERED TO THE DIRECTORS OR MEMBERS, AS APPROPRIATE, PRIOR TO THE MEETING. FORM 990, PART VI, SECTION B, LINE 11B RETURNS ARE REVIEWED BY THE CONTROLLER PRIOR TO SUBMISSION TO THE IRS. IN ADDITION THEY ARE PRESENTED TO THE FULL BOARD OF DIRECTORS AT THE NEXT BOARD OF DIRECTORS MEETING FOLLOWING SUBMITTAL. FORM 990, PART VI, SECTION B, LINE 12C MRA'S DIRECTORS AND OFFICERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE PRESIDENT REVIEWS THESE STATEMENTS FOR POTENTIAL CONFLICTS OF INTEREST AND THE EXECUTIVE ASSISTANT MAINTAINS A FILE FOR FOLLOW-UP AND RESPONSES. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE CONFLICT OF INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND OFFICERS. AFTER DISCLOSURE OF THE CONFLICT OF INTEREST AND ALL MATERIAL FACTS ARE REVIEWED, THE INTERESTED PERSON SHALL LEAVE THE MEETING OF THE GOVERNING BODY OR COMMITTEE WHILE THE CONFLICT OF INTEREST IS DISCUSSED AND A DECISION IS MADE BY THE REMAINING MEMBERS OF THE GOVERNING BODY OR COMMITTEE. THE DIRECTORS OR OFFICERS CONDUCT PERIODIC REVIEWS TO ENSURE THE ASSOCIATION DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF MEMBERS OF THE GOVERNING BODY, ALONG WITH THE PRESIDENT AND CEO, ANNUALLY CONDUCTS A REVIEW OF COMPENSATION OF THE ASSOCIATION'S OFFICERS AND EMPLOYEES. THE COMPENSATION COMMITTEE ALSO ANNUALLY CONDUCTS A PERFORMANCE REVIEW OF THE PRESIDENT AND CEO AND DETERMINES THE PRESIDENT AND CEO'S COMPENSATION. USING COMPARABLE MARKET DATA, THE COMMITTEE REVIEWS GOALS AND PERFORMANCE ACHIEVEMENT. EVERY FEW YEARS THE COMMITTEE ALSO CONDUCTS A BENEFITS REVIEW USING COMPARABLE MARKET DATA. THE PRESIDENT AND CEO, ANNUALLY CONDUCTS A REVIEW OF COMPENSATION OF THE KEY OFFICERS AND SHARES THAT ANALYSIS WITH THE COMPENSATION COMMITTEE, A SPECIAL COMMITTEE FORMED BY MEMBERS OF THE BOARD OF DIRECTORS. THE PRESIDENT AND CEO CONDUCTS PERFORMANCE REVIEWS WITH EACH KEY OFFICER AND SHARES THE ANNUAL GOALS AND OUTCOMES/RESULTS WITH THE COMPENSATION COMMITTEE ALONG WITH A RECOMMENDATION FOR VARIABLE PAYOUT. THE COMPENSATION COMMITTEE PROVIDES GUIDANCE ON THE PERCENT OF PAYOUT FOR EACH KEY OFFICER BASED ON ACHIEVEMENT OF GOALS. MARKET BENCHMARKING OF THESE ROLES OCCURS APPROXIMATELY EVERY 2-3 YEARS. FORM 990, PART VI, SECTION C, LINE 19 MRA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THESE DOCUMENTS MAY BE INSPECTED AT MRA'S OFFICE DURING NORMAL BUSINESS HOURS. COPIES OF THESE DOCUMENTS MAY ALSO BE OBTAINED FOR A NOMINAL FEE. FORM 990, PART XI, LINE 9: LOSS ON INVESTMENT IN REACH ALLIANCE, LLC -89,565. MRA INSTITUTE OF MANAGEMENT INC N19W24350 RIVERWOOD DR WAUKESHA WI 53188 391472622 PROFESSIONAL AND MANAGEMENT DEVELOPMENT TRAINING WI 501(C)(3) LINE 10 MRA-THE MANAGEMENT ASSOCIATION INC 1 MRA SERVICE CORPORATION N19W24350 RIVERWOOD DR WAUKESHA WI 53188 391462519 EMPLOYMENT SERVICES FOR ASSOCIATION MANAGEMENT EMPLOYERS WI MRA-THE MANAGEMENT ASSOCIATION INC C 10918786 662868 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 MRA INSTITUTE OF MANAGEMENT INC N 672585 ACTUAL COST MRA INSTITUTE OF MANAGEMENT INC O 5306713 ACTUAL COST MRA INSTITUTE OF MANAGEMENT INC R 3305282 ACTUAL COST MRA SERVICE CORPORATION R 639284 ACTUAL COST