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Nonprofit · EIN 39-0806284

LEGAL AID SOCIETY OF MILWAUKEE

Tax-exempt · MILWAUKEE, WI 53233

Financials

$6M$5.5M2023$5.7M$5.3M2024$5.8M$5.2M2025
Revenue Expenses · by fiscal year end
Financials of LEGAL AID SOCIETY OF MILWAUKEE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$5,754,018$5,232,937$521,081$7,505,819$80,601$7,425,218
December 31, 2024990$5,678,286$5,346,241$332,045$6,859,658$196,655$6,663,003
December 31, 2023990$6,041,037$5,496,448$544,589$6,451,525$470,789$5,980,736
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$5,481,143
of which government grants
$3,517,511
Program service revenue
$0
Investment income
$188,631
Net gain from sales of assets
$99,677
Other revenue
$84,244

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$182,201
Other salaries and wages
$3,884,221
Salaries, compensation and benefits (total)
$4,736,734
Professional fundraising fees
$0
Accounting fees
$33,504
Occupancy
$174,062
Travel
$10,890
Program services (functional)
$4,748,068
Management and general (functional)
$422,470
Fundraising (functional)
$62,399

Balance sheet and other

Total assets, start of year
$6,859,658
Total assets, end of year
$7,505,819
Total liabilities, end of year
$80,601
Net assets, end of year
$7,425,218
Publicly traded securities
$2,762,209
Net assets without donor restrictions
$6,642,878
Net assets with donor restrictions
$782,340
Gross receipts
$5,793,614
Employees
64
Volunteers
18
Year formed
1916
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
COLLEEN FOLEYEXECUTIVE DIRECTOR
Officer
40$179,750$2,451
ANNE ABELL OLSONMANAGING ATTORNEY
Highest-paid employee
40$116,073$1,777
NICHOLAS TOMANMANAGING ATTORNEY
Highest-paid employee
40$110,295$1,929
STACEY C GERBER WARDPRESIDENT
Trustee or director, Officer
1$0$0
NORA M PLATTVICE PRESIDENT
Trustee or director, Officer
1$0$0
PATRICK DUNPHYTREASURER
Trustee or director, Officer
1$0$0
GUY R TEMPLESECRETARY
Trustee or director, Officer
1$0$0
DANIEL D BLINKASECRETARY (THRU JUNE 2025)
Trustee or director, Officer
1$0$0
ANTHONY ANZELMOMEMBER
Trustee or director
1$0$0
SUNELLA JONES ASHMEMBER (THRU JUNE 2025)
Trustee or director
1$0$0
SEAN O BOSACKMEMBER
Trustee or director
1$0$0
LOUIS B BUTLERMEMBER
Trustee or director
1$0$0
JOSHUA GIMBELMEMBER
Trustee or director
1$0$0
JACOB HAMBURGERMEMBER
Trustee or director
1$0$0
COLIN LOONEYMEMBER
Trustee or director
1$0$0
6 more people on this return
NameTitleHours / weekCompensation
KRISTIN OCCHETTIMEMBER
Trustee or director
1$0
S EDWARD SARSKASMEMBER (THRU JUNE 2025)
Trustee or director
1$0
CHRISTOPHER SCHREIBERMEMBER
Trustee or director
1$0
PETER J STONEMEMBER
Trustee or director
1$0
TIMOTHY S TRECEKMEMBER
Trustee or director
1$0
S DANIELLE WHITEMEMBER
Trustee or director
1$0
990 for the year ended December 31, 2024: 19 people
NameTitleHours / weekCompensationOther / benefits
COLLEEN FOLEYEXECUTIVE DIRECTOR
Officer
40$173,188$2,235
NICHOLAS TOMANMANAGING ATTORNEY
Highest-paid employee
40$104,303$1,859
ANNE ABELL OLSONMANAGING ATTORNEY
Highest-paid employee
40$103,347$1,689
COLIN LOONEYMEMBER
Trustee or director
1$0$0
S DANIELLE WHITEMEMBER
Trustee or director
1$0$0
TIMOTHY S TRECEKMEMBER
Trustee or director
1$0$0
GUY R TEMPLEMEMBER
Trustee or director
1$0$0
S EDWARD SARSKASMEMBER
Trustee or director
1$0$0
NORA M PLATTMEMBER
Trustee or director
1$0$0
KRISTIN OCCHETTIMEMBER
Trustee or director
1$0$0
PATRICK DUNPHYMEMBER
Trustee or director
1$0$0
PETER J STONEPRESIDENT
Trustee or director, Officer
1$0$0
LOUIS B BUTLERMEMBER
Trustee or director
1$0$0
SEAN O BOSACKMEMBER
Trustee or director
1$0$0
SUNELLA JONES ASHMEMBER
Trustee or director
1$0$0
ANTHONY ANZELMOMEMBER
Trustee or director
1$0$0
DANIEL D BLINKASECRETARY
Trustee or director, Officer
1$0$0
STACEY C GERBER WARDVP - FINANCE
Trustee or director, Officer
1$0$0
JOSHUA GIMBELMEMBER
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 17 people
NameTitleHours / weekCompensationOther / benefits
COLLEEN FOLEYEXECUTIVE DIRECTOR
Officer
40$173,188$485
PETER J STONEPRESIDENT
Trustee or director, Officer
1$0$0
STACEY C GERBER WARDVP - FINANCE
Trustee or director, Officer
1$0$0
DANIEL D BLINKASECRETARY
Trustee or director, Officer
1$0$0
SUNELLA JONES ASHMEMBER
Trustee or director
1$0$0
SEAN O BOSACKMEMBER
Trustee or director
1$0$0
LOUIS B BUTLERMEMBER
Trustee or director
1$0$0
PATRICK DUNPHYMEMBER
Trustee or director
1$0$0
JOSHUA GIMBELMEMBER
Trustee or director
1$0$0
COLIN LOONEYMEMBER
Trustee or director
1$0$0
KRISTIN OCCHETTIMEMBER
Trustee or director
1$0$0
CATHERINE A PHILLIPSMEMBER
Trustee or director
1$0$0
NORA M PLATTMEMBER
Trustee or director
1$0$0
S EDWARD SARSKASMEMBER
Trustee or director
1$0$0
GUY R TEMPLEMEMBER
Trustee or director
1$0$0
TIMOTHY S TRECEKMEMBER
Trustee or director
1$0$0
S DANIELLE WHITEMEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
728 N JAMES LOVELL ST 3RD FLOOR, MILWAUKEE, WI 53233-2408
Principal officer (990 for 2025)
STACY GERBER-WARD, 728 N JAMES LOVELL ST 3RD FLOOR, MILWAUKEE, WI 53233
Signed the 990
STACY GERBER-WARD, BOARD PRESIDENT
Phone
(414) 727-5300
Return prepared by
WIPFLI ADVISORY LLC

Mission

PROVIDE LEGAL SERVICES TO LOW INCOME PERSONS.

990 for the year ended December 31, 2025

Program accomplishments

  • GUARDIAN AD LITEM - PROVIDES LEGAL REPRESENTATION TO INDIGENT MINORS IN MILWAUKEE COUNTY.
    Expenses $2,669,796
  • CIVIL DIVISION - PROVIDES FREE LEGAL ASSISTANCE TO NEEDY MILWAUKEE FAMILIES HAVING SERIOUS CIVIL LEGAL PROBLEMS IN THE AREA OF FAMILY, CONSUMER, PUBLIC BENEFITS, HOUSING, AND CIVIL RIGHTS LAW.
    Expenses $2,078,272
  • EVICTION FREE MILWAUKEE (EFM) - PROVIDES LEGAL REPRESENTATION TO INDIVIDUALS FIGHTING EVICTION FROM THEIR HOMES.0

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
39-0806284
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
1942
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,505,819
Income (IRS master file)
$5,793,614

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$5,754,018$5,232,937$7,505,819XML
990December 2024$5,678,286$5,346,241$6,859,658XML
990December 2023$6,041,037$5,496,448$6,451,525XML
990December 2022$5,655,310$5,172,192$6,356,783IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 39-0806284).

Questions about LEGAL AID SOCIETY OF MILWAUKEE

What is the EIN of LEGAL AID SOCIETY OF MILWAUKEE?
The employer identification number (EIN) of LEGAL AID SOCIETY OF MILWAUKEE is 39-0806284.
Is LEGAL AID SOCIETY OF MILWAUKEE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
Are donations to LEGAL AID SOCIETY OF MILWAUKEE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LEGAL AID SOCIETY OF MILWAUKEE 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 LEGAL AID SOCIETY OF MILWAUKEE 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 LEGAL AID SOCIETY OF MILWAUKEE 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 LEGAL AID SOCIETY OF MILWAUKEE?
The 990 for the year ended December 31, 2025 names STACY GERBER-WARD.
Who are the officers and directors of LEGAL AID SOCIETY OF MILWAUKEE?
The 990 for the year ended December 31, 2025 lists 21 people; 3 received compensation from the organization, the highest $179,750 (COLLEEN FOLEY, EXECUTIVE DIRECTOR).
How much revenue does LEGAL AID SOCIETY OF MILWAUKEE have?
On its 990 for the year ended December 31, 2025 it reported revenue of $5,754,018, expenses of $5,232,937 and total assets of $7,505,819 at year end.

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