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Nonprofit · EIN 39-1408420

GREATER MILWAUKEE EMPLOYEE BENEFITS COUNCIL

Tax-exempt · BROOKFIELD, WI 53008

Financials

$11K$21K2023$8K$11K2024$4K$11K2025
Revenue Expenses · by fiscal year end
Financials of GREATER MILWAUKEE EMPLOYEE BENEFITS COUNCIL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$3,928$11,430-$7,502$20,996$0$20,996
December 31, 2024990-EZ$8,100$11,225-$3,125$28,498$0$28,498
December 31, 2023990-EZ$10,922$20,891-$9,969$31,623$0$31,623
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Membership dues
$782
Program service revenue
$2,648
Investment income
$498
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fees and payments to contractors
$5,400
Printing, publications and postage
$188
Other expenses
$5,842
Program services (functional)
$6,030

Balance sheet and other

Total assets, start of year
$28,498
Total assets, end of year
$20,996
Total liabilities, end of year
$0
Net assets, end of year
$20,996
Cash, savings and investments
$20,996
Gross receipts
$3,928

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ERIN JEFFREYFirst VP1$0
Beth BrandtDirector1$0
DAN MCCORMACKPresident1$0
REBECCA MENEFEETreasurer/Director5$0
JUSTIN MUSILSecond VP1$0
Michael BuhlDirector1$0
Katie KratchaSecretary1$0
990-EZ for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
ERIN JEFFREYSecond VP1$0
CANDACE OBERHOLTZERPresident1$0
DAN MCCORMACK1st Vice President1$0
REBECCA MENEFEESecretary/ADMINISTRATOR5$0
JUSTIN MUSILTreasurer1$0
Michael BuhlDirector1$0
Katie KratchaDirector1$0
990-EZ for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
ERIN JEFFREYTreasurer2$0
CANDACE OBERHOLTZER1st VICE PRESIDENT2$0
DAN MCCORMACK2nd Vice President2$0
REBECCA MENEFEEDIRECTOR/ADMINISTRATOR2$0
JUSTIN MUSILSecretary2$0
Chris EcosPresident3$0
Katie KratchaDirector2$0

Address and contacts

Address (IRS master file)
PO BOX 92, BROOKFIELD, WI 53008-0092
In care of
% AMIE WILLIAMS
Signed the 990-EZ
Rebecca Menefee, Director
Phone
(262) 510-4230

Mission

PROFESSIONAL EDUCATION ASSOCIATON

990-EZ for the year ended December 31, 2025

Program accomplishments

  • Provide training, seminar and lecture series on areas around insurance and investments to licensed professionals.
    Expenses $6,030

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
39-1408420
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2022
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Category (NTEE)
Education (B03)
Assets (IRS master file)
$20,996
Income (IRS master file)
$3,928

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$3,928$11,430$20,996IRS
990-EZDecember 2024$8,100$11,225$28,498IRS
990-EZDecember 2023$10,922$20,891$31,623XML
990-EZDecember 2022–––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 39-1408420).

Questions about GREATER MILWAUKEE EMPLOYEE BENEFITS COUNCIL

What is the EIN of GREATER MILWAUKEE EMPLOYEE BENEFITS COUNCIL?
The employer identification number (EIN) of GREATER MILWAUKEE EMPLOYEE BENEFITS COUNCIL is 39-1408420.
Is GREATER MILWAUKEE EMPLOYEE BENEFITS COUNCIL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to GREATER MILWAUKEE EMPLOYEE BENEFITS COUNCIL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GREATER MILWAUKEE EMPLOYEE BENEFITS COUNCIL file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of GREATER MILWAUKEE EMPLOYEE BENEFITS COUNCIL 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 GREATER MILWAUKEE EMPLOYEE BENEFITS COUNCIL last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of GREATER MILWAUKEE EMPLOYEE BENEFITS COUNCIL?
The 990-EZ for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does GREATER MILWAUKEE EMPLOYEE BENEFITS COUNCIL have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $3,928, expenses of $11,430 and total assets of $20,996 at year end.

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