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Nonprofit · EIN 39-0806182

WISCONSIN POLICY FORUM INC

Tax-exempt · MILWAUKEE, WI 53204

Financials

$1.6M$1.7M2023$2.2M$1.9M2024$1.8M$1.9M2025
Revenue Expenses · by fiscal year end
Financials of WISCONSIN POLICY FORUM INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,845,122$1,861,526-$16,404$8,115,807$302,643$7,813,164
December 31, 2024990$2,152,968$1,914,695$238,273$7,688,706$377,547$7,311,159
December 31, 2023990$1,577,838$1,735,941-$158,103$7,199,769$249,363$6,950,406
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,011,449
of which government grants
$231,290
Membership dues
$392,129
Program service revenue
$503,260
Investment income
$329,053
Net gain from sales of assets
$45,878
Other revenue
$1,360

Expenses

Grants and similar amounts paid
$32,400
Compensation of officers, directors and key employees
$358,500
Other salaries and wages
$934,577
Salaries, compensation and benefits (total)
$1,473,469
Professional fundraising fees
$0
Accounting fees
$60,285
Occupancy
$40,995
Travel
$27,544
Depreciation
$2,610
Program services (functional)
$1,266,808
Management and general (functional)
$402,891
Fundraising (functional)
$191,827

Balance sheet and other

Total assets, start of year
$7,688,706
Total assets, end of year
$8,115,807
Total liabilities, end of year
$302,643
Net assets, end of year
$7,813,164
Publicly traded securities
$6,481,850
Net assets without donor restrictions
$6,442,493
Net assets with donor restrictions
$1,370,671
Gross receipts
$2,080,280
Employees
20
Volunteers
74
Year formed
1932
State of legal domicile
WI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JASON STEINPRESIDENT
Officer
40$196,772$19,371
ROBERT HENKENIMMEDIATE PAST PRESIDENT
Officer
40$101,846$40,511
ELIZABETH CIZINSKYDIRECTOR OF BUSINESS & COMMUNITY OPERATIONS
Highest-paid employee
40$128,108$6,121
KENNETH MUNSONCHAIRMAN
Trustee or director, Officer
1$0$0
MARK CZARNECKIVICE-CHAIRPERSON
Trustee or director, Officer
1$0$0
JENNIFER BOGNARVICE-CHAIRPERSON
Trustee or director, Officer
1$0$0
DEBORAH TOMCZYKSECRETARY
Trustee or director, Officer
1$0$0
BRADLEY VIEGUTTREASURER
Trustee or director, Officer
1$0$0
JAMES ARCHAMBOAT-LARGE MEMBER
Trustee or director
1$0$0
SUSAN CALLANANAT-LARGE MEMBER
Trustee or director
1$0$0
DR ANTHONY CRUZAT-LARGE MEMBER
Trustee or director
1$0$0
ALICIA DUPIESAT-LARGE MEMBER
Trustee or director
1$0$0
GARRET FINOCCHIAROAT-LARGE MEMBER
Trustee or director
1$0$0
HELEN GURHOLTAT-LARGE MEMBER
Trustee or director
1$0$0
PAUL PAPROKCIAT-LARGE MEMBER
Trustee or director
1$0$0
1 more people on this return
NameTitleHours / weekCompensation
LEIGH REILYAT-LARGE MEMBER
Trustee or director
1$0
990 for the year ended December 31, 2024: 15 people
NameTitleHours / weekCompensationOther / benefits
ROBERT HENKENIMMEDIATE PAST PRESIDENT
Officer
40$179,841$41,013
JASON STEINPRESIDENT
Officer
40$176,582$18,112
ELIZABETH CIZINSKYDIRECTOR OF BUSINESS & COMMUNITY OPERATIONS
Highest-paid employee
40$102,640$5,104
KENNETH MUNSONCHAIRMAN
Trustee or director, Officer
1$0$0
JENNIFER BOGNAR ZIERERVICE-CHAIRPERSON
Trustee or director, Officer
1$0$0
MARK CZARNECKIVICE-CHAIRPERSON
Trustee or director, Officer
1$0$0
DEBORAH TOMCZYKSECRETARY
Trustee or director, Officer
1$0$0
BRADLEY VIEGUTTREASURER
Trustee or director, Officer
1$0$0
LEIGH RILEYAT-LARGE MEMBER
Trustee or director
1$0$0
PAUL PAPROCKIAT-LARGE MEMBER
Trustee or director
1$0$0
GRADY CROSBYAT-LARGE MEMBER
Trustee or director
1$0$0
JAMES ARCHAMBOAT-LARGE MEMBER
Trustee or director
1$0$0
HELEN GURHOLTAT-LARGE MEMBER
Trustee or director
1$0$0
SUSAN CALLANANAT-LARGE MEMBER
Trustee or director
1$0$0
ADAM RASCHKAAT-LARGE MEMBER
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensationOther / benefits
ROBERT HENKENPRESIDENT
Officer
40$226,300$38,348
JASON STEINVICE PRESIDENT & RESEARCH
Highest-paid employee
40$152,626$22,607
LEIGH RILEYAT-LARGE MEMBER
Trustee or director
1$0$0
PAUL PAPROCKIAT-LARGE MEMBER
Trustee or director
1$0$0
DEBORAH TOMCZYKAT-LARGE MEMBER
Trustee or director
1$0$0
BRADLEY VIEGUTTREASURER
Trustee or director, Officer
1$0$0
GRADY CROSBYCHAIRMAN
Trustee or director, Officer
1$0$0
MARK CZARNECKIVICE-CHAIRPERSON
Trustee or director, Officer
1$0$0
RANA ALTENBURGAT-LARGE MEMBER
Trustee or director
1$0$0
JAMES ARCHAMBOAT-LARGE MEMBER
Trustee or director
1$0$0
HELEN GURHOLTAT-LARGE MEMBER
Trustee or director
1$0$0
KENNETH MUNSONVICE-CHAIRPERSON
Trustee or director, Officer
1$0$0
JENNIFER BOGNAR ZIERERSECRETARY
Trustee or director, Officer
1$0$0
SUSAN CALLANANAT-LARGE MEMBER
Trustee or director
1$0$0
ADAM RASCHKAAT-LARGE MEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
600 W VIRGINIA ST STE 502, MILWAUKEE, WI 53204-1551
Principal officer (990 for 2025)
JASON STEIN, 600 W VIRGINIA ST 502, MILWAUKEE, WI 53204
Signed the 990
JASON STEIN, PRESIDENT
Phone
(414) 276-8240
Return prepared by
WEGNER CPAS LLP

Mission

WE CONDUCT IMPARTIAL PUBLIC POLICY RESEARCH AND ANALYSIS TO DRIVE INFORMED DEBATE AND EFFECTIVE DECISION-MAKING IN THE STATE OF WISCONSIN.

990 for the year ended December 31, 2025

Program accomplishments

  • 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.
    Expenses $1,266,808 · grants $32,400 · revenue $503,260

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-0806182
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1940
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,115,807
Income (IRS master file)
$2,080,280

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,845,122$1,861,526$8,115,807XML
990December 2024$2,152,968$1,914,695$7,688,706XML
990December 2023$1,577,838$1,735,941$7,199,769XML
990December 2022$1,445,545$1,678,319$6,797,801IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0806182).

Questions about WISCONSIN POLICY FORUM INC

What is the EIN of WISCONSIN POLICY FORUM INC?
The employer identification number (EIN) of WISCONSIN POLICY FORUM INC is 39-0806182.
Is WISCONSIN POLICY FORUM INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1940.
Are donations to WISCONSIN POLICY FORUM INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WISCONSIN POLICY FORUM INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WISCONSIN POLICY FORUM INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WISCONSIN POLICY FORUM INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of WISCONSIN POLICY FORUM INC?
The 990 for the year ended December 31, 2025 names JASON STEIN.
Who are the officers and directors of WISCONSIN POLICY FORUM INC?
The 990 for the year ended December 31, 2025 lists 16 people; 3 received compensation from the organization, the highest $196,772 (JASON STEIN, PRESIDENT).
How much revenue does WISCONSIN POLICY FORUM INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,845,122, expenses of $1,861,526 and total assets of $8,115,807 at year end.

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