2026-08-31T10:09:31-05:00 2025-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2025-01-01 390806182 WISCONSIN POLICY FORUM INC WISC 4142768240 600 W VIRGINIA ST 502 MILWAUKEE WI 53204 JASON STEIN PRESIDENT 4142768240 2026-08-21 1 JENNY TARKOWSKI CPA P00634290 6082744020 2026-08-20 2025 X JASON STEIN 600 W VIRGINIA ST 502 MILWAUKEE WI 53204 2080280 0 X WISPOLICYFORUM.ORG X 1932 WI WE CONDUCT IMPARTIAL PUBLIC POLICY RESEARCH AND ANALYSIS TO DRIVE INFORMED DEBATE AND EFFECTIVE DECISION-MAKING IN THE STATE OF WISCONSIN. 13 13 20 74 0 0 1162519 1011449 446779 503260 543172 329053 498 1360 2152968 1845122 45900 32400 0 0 1437792 1473469 0 0 191827 431003 355657 1914695 1861526 238273 -16404 7688706 8115807 377547 302643 7311159 7813164 X WE CONDUCT IMPARTIAL PUBLIC POLICY RESEARCH AND ANALYSIS TO DRIVE INFORMED DEBATE AND EFFECTIVE DECISION-MAKING IN THE STATE OF WISCONSIN. 0 0 1266808 32400 503260 AS WISCONSIN'S MOST RESPECTED NONPARTISAN POLICY RESEARCH ORGANIZATION, WE AIM TO IMPROVE THE QUALITY OF GOVERNMENT DECISION-MAKING IN WISCONSIN. WE BRING TO LIGHT NEW KNOWLEDGE ON ISSUES IMPORTANT TO STATE GOVERNMENT, LOCAL GOVERNMENT, SCHOOLS, METRO MILWAUKEE, AND WISCONSIN'S ECONOMY. WE PROVIDE IMPARTIAL DATA AND ANALYSIS THAT WILL ALLOW GOVERNMENT LEADERS AND THE PUBLIC TO CONSIDER ALL SIDES OF CRITICAL POLICY ISSUES. WE CREATE AN EFFECTIVE, VISIBLE PLATFORM TO EDUCATE AND INFORM POLICY MAKERS, CIVIC AND BUSINESS LEADERS, THE MEDIA, AND OTHERS.IN 2025, THE WISCONSIN POLICY FORUM PUBLISHED 48 REPORTS COVERING A MIX OF BOTH LOCAL AND STATEWIDE POLICY ISSUES. WE ALSO HELD A TOTAL OF EIGHT IN-PERSON AND VIRTUAL EVENTS IN 2025, THE HIGHLIGHT BEING OUR SALUTE TO LOCAL GOVENRMENT, WHICH ENJOYED NEAR-RECORD ATTENDANCE OF OVER 460 PEOPLE. 1266808 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 10 0 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X SHELLEY KOBZA O'LEARY ANICK 4147740300 13400 BISHOPS LANE STE 120 BROOKFIELD WI 53005 KENNETH MUNSON CHAIRMAN 1.00 X X 0 0 0 MARK CZARNECKI VICE-CHAIRPERSON 1.00 X X 0 0 0 JENNIFER BOGNAR VICE-CHAIRPERSON 1.00 X X 0 0 0 DEBORAH TOMCZYK SECRETARY 1.00 X X 0 0 0 BRADLEY VIEGUT TREASURER 1.00 X X 0 0 0 JAMES ARCHAMBO AT-LARGE MEMBER 1.00 X 0 0 0 SUSAN CALLANAN AT-LARGE MEMBER 1.00 X 0 0 0 DR ANTHONY CRUZ AT-LARGE MEMBER 1.00 X 0 0 0 ALICIA DUPIES AT-LARGE MEMBER 1.00 X 0 0 0 GARRET FINOCCHIARO AT-LARGE MEMBER 1.00 X 0 0 0 HELEN GURHOLT AT-LARGE MEMBER 1.00 X 0 0 0 PAUL PAPROKCI AT-LARGE MEMBER 1.00 X 0 0 0 LEIGH REILY AT-LARGE MEMBER 1.00 X 0 0 0 ROBERT HENKEN IMMEDIATE PAST PRESIDENT 40.00 X 101846 0 40511 JASON STEIN PRESIDENT 40.00 X 196772 0 19371 ELIZABETH CIZINSKY DIRECTOR OF BUSINESS & COMMUNITY OPERATIONS 40.00 X 128108 0 6121 426726 0 66003 3 0 1 0 0 392129 231290 388030 1011449 CONTRACTS 541690 370956 370956 MEETINGS 900099 129330 129330 SUBSCRIPTIONS AND PUBLICATIONS 513120 2974 2974 503260 283175 283175 281036 235158 45878 45878 45878 1360 1360 1360 1845122 503260 0 330413 32400 32400 358500 241857 61023 55620 934577 712056 152098 70423 28870 21298 4758 2814 71739 52922 11824 6993 79783 58857 13150 7776 60285 60285 34305 34305 33912 2820 31092 16007 11808 2638 1561 14184 10464 2337 1383 40995 30243 6756 3996 27544 20320 4539 2685 101048 56367 8138 36543 2610 1926 430 254 15709 11589 2589 1531 MEMBERSHIP DUES 6509 6509 2549 1881 420 248 1861526 1266808 402891 191827 96706 10700 347882 485220 87585 14951 21950 21088 490 158 16259 17064 91610 91610 0 0 6032845 6481850 197241 184197 887748 900579 7688706 8115807 51916 50119 190162 224403 83322 17800 52147 10321 377547 302643 X 5969560 6442493 1341599 1370671 7311159 7813164 7688706 8115807 X -16404 429903 88506 X 0 1 X 1 0 X 1114261 987932 1084387 1162519 1011449 5360548 1114261 987932 1084387 1162519 1011449 5360548 628588 4731960 232181 170616 154775 247214 283175 1087961 868 2476 1467 498 1360 6669 6455178 1802073 0.73300 0.76420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 839763 88506 37938 890331 785572 91041 36850 839763 741963 72536 28927 785572 909355 -131748 26551 9093 741963 803286 131442 25373 909355 0.00000 0.54099 0.45901 1 0 91610 91610 0 0 BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 890331 FINANCE LEASE RIGHT-OF-USE ASSET 4236 OPERATING LEASE RIGHT-OF-USE ASSET 6012 900579 FINANCING LEASE LIABILITIES 3646 OPERATING LEASE LIABILITIES 6675 10321 2329226 429903 54201 484104 1845122 0 1845122 1827221 0 1827221 34305 34305 1861526 PART V, LINE 4: WISCONSIN POLICY FORUM ESTABLISHED A FUND AT THE GREATER MILWAUKEE FOUNDATION TO INVEST ITS ENDOWMENT ASSETS WHICH SERVE TO FURTHER THE MISSION OF WISCONSIN POLICY FORUM. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 88,506. INVESTMENT FEES REPORTED ON PART IX LINE 11 -34,305. 1 FELLOWSHIP 4 17400 SALUTE AWARD WINNER 7 15000 PART I, LINE 2: THE WISCONSIN POLICY FORUM CLOSELY MONITORS THE WORK OF ITS TWO GRADUATE SCHOOL FELLOWS EACH YEAR. ONE MEMBER OF OUR RESEARCH STAFF IS ASSIGNED TO EACH FELLOW AND MEETS WEEKLY WITH THE FELLOW TO PROVIDE GUIDANCE AND REVIEW THE FELLOW'S PROJECT PLAN AND WORK PRODUCTS. ALSO, THE FINAL OF THREE PAYMENTS TO EACH FELLOW IS NOT MADE UNTIL THE FELLOW HAS DELIVERED HIS OR HER FINAL WORK PRODUCT OR THE PRODUCT IS CLOSE ENOUGH TO COMPLETION THAT THE PRESIDENT OR IMMEDIATE PAST PRESIDENT HAS APPROVED THE PAYMENT. FOR PAYMENTS OF HOAN FOUNDATION GRANT FUNDS TO SALUTE WINNERS OF THE HOAN FOUNDATION'S AWARDS, THE FORUM WORKS WITH THE FOUNDATION TO IDENTIFY THE WINNERS WHO HAVE BEEN SELECTED BY JUDGES FOR PUTTING FORWARD AN IDEA WITH PROMISE FOR HELPING LOCAL GOVERNMENT ADDRESS SIGNIFICANT POLICY PROBLEMS. THE FORUM THEN WORKS TO OBTAIN THE NECESSARY DOCUMENTATION FROM THE WINNERS SUCH AS W-9 FORMS AND MAKES THE AWARD PAYMENTS TO THEM. X X 0 0 0 0 0 0 0 0 0 JASON STEIN PRESIDENT 181772 0 15000 0 0 0 9943 0 9428 0 216143 0 0 0 KIMBERLY KANE DIRECTOR; OWNER OF KANE COMMUNICATIONS 23000 VIDEOGRAPHY SERVICES 0 FORM 990, PART VI, SECTION A, LINE 7A THE AT-LARGE EXECUTIVE COMMITTEE MEMBERS SHALL BE APPOINTED BY THE CHAIRPERSON. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE EXECUTIVE COMMITTEE BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE GOVERNING BODY ANNUALLY COMPLETE AND SIGN A FORMAL CONFLICT OF INTEREST STATEMENT WITH ANY POTENTIAL CONFLICTS OF INTEREST TO THE CHAIR. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY: IF THE EXECUTIVE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER THE OPPORTUNITY TO EXPLAIN ALLEGED FAILURE TO DISCLOSE. IF AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE EXECUTIVE COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE MEMBERS OF THE GOVERNING BODY'S EXECUTIVE COMMITTEE APPOINT A SPECIAL COMPENSATION COMMITTEE TO CONDUCT AN ANNUAL REVIEW OF THE PRESIDENT, REVIEW COMPENSATION DATA FOR COMPARABLE POSITIONS AT SIMILAR AGENCIES, AND RECOMMEND A COMPENSATION LEVEL TO THE BOARD CHAIRMAN, WHO IS EMPOWERED TO APPROVE THE COMPENSATION LEVEL FOR INCLUSION IN THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 88,506.