Nonprofit · EIN 39-1460281
HISTORIC THIRD WARD ASSOCIATION INC
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $899,706 | $745,092 | $154,614 | $701,536 | $187,464 | $514,072 |
| December 31, 2024 | 990 | $819,619 | $727,504 | $92,115 | $587,722 | $228,264 | $359,458 |
| December 31, 2023 | 990 | $720,888 | $736,511 | -$15,623 | $543,096 | $275,753 | $267,343 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $556,268
- of which government grants
- $538,607
- Program service revenue
- $338,810
- Investment income
- $3,341
- Other revenue
- $1,287
Expenses
- Grants and similar amounts paid
- $8,622
- Compensation of officers, directors and key employees
- $144,530
- Other salaries and wages
- $186,565
- Salaries, compensation and benefits (total)
- $374,190
- Professional fundraising fees
- $0
- Accounting fees
- $28,646
- Occupancy
- $11,448
- Travel
- $23
- Depreciation
- $60,886
- Program services (functional)
- $540,135
- Management and general (functional)
- $185,962
- Fundraising (functional)
- $18,995
Balance sheet and other
- Total assets, start of year
- $587,722
- Total assets, end of year
- $701,536
- Total liabilities, end of year
- $187,464
- Net assets, end of year
- $514,072
- Land, buildings and equipment
- $16,887
- Net assets without donor restrictions
- $486,486
- Net assets with donor restrictions
- $27,586
- Gross unrelated business income
- $76,747
- Gross receipts
- $899,706
- Employees
- 5
- Volunteers
- 101
- Year formed
- 1976
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JIM PLAISTED | EXECUTIVE DIR. Officer | 40 | $117,694 | $26,836 |
| JOSEPH GOODE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| NATHAN BERNSTEIN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LEANN MESTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ANN HANNA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| STACEY STEINBERG | AT-LARGE Trustee or director, Officer | 1 | $0 | $0 |
| JACK LEMMON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARRIE ARROUET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHAWNA BALLINGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSH AMROZE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIELLE FUENTES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH PANCHERI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY SCHANNING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL SCHWARTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GINA M SPANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNY MILLER | DIRECTOR Trustee or director | 1 | $0 |
| KATE DOWNEY | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN VARELA | DIRECTOR Trustee or director | 1 | $0 |
| TRACEY WADSWORTH | DIRECTOR Trustee or director | 1 | $0 |
| MELISSA WEBER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JIM PLAISTED | EXECUTIVE DIR. Officer | 40 | $109,926 | $24,548 |
| JOSEPH GOODE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| NATHAN BERNSTEIN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LEANN MESTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ANN HANNA | TREASURER 8/24 Trustee or director, Officer | 1 | $0 | $0 |
| MAL MONTOYA | TREASURER THRU 7/24 Trustee or director, Officer | 1 | $0 | $0 |
| JACK LEMMON | AT-LARGE Trustee or director, Officer | 1 | $0 | $0 |
| CARRIE ARROUET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHAWNA BALLINGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHLEEN DOHEARTY PENNISTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIELLE FUENTES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH PANCHERI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY SCHANNING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL SCHWARTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GINA M SPANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STACEY STEINBERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATE STRZOK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN VARELA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRACEY WADSWORTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELISSA WEBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JIM PLAISTED | EXECUTIVE DIR. Officer | 40 | $111,388 | $17,779 |
| JOSEPH GOODE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| NATHAN BERNSTEIN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LEANN MESTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MAL MONTOYA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JACK LEMMON | AT-LARGE Trustee or director, Officer | 1 | $0 | $0 |
| CARRIE ARROUET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHAWNA BALLINGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIELLE FUENTES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANN HANNA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK LAWSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANA MCINTOSH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHLEEN DOHEARTY PENNISTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ADRIANA RAMIREZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY SCHANNING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL SCHWARTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GINA M SPANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATE STRZOK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRACEY WADSWORTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELISSA WEBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 525 E CHICAGO ST UNIT 102, MILWAUKEE, WI 53202-5906
- Principal officer (990 for 2025)
- JAMES PLAISTED, 525 E CHICAGO STREET UNIT 102, MILWAUKEE, WI 53202
- Signed the 990
- JAMES PLAISTED, EXECUTIVE DIRECTOR
- Phone
- (414) 273-1173
- Website
- WWW.HISTORICTHIRDWARD.ORG
- Return prepared by
- RITZ HOLMAN LLP
Mission
NON-PROFIT NEIGHBORHOOD ASSOCIATION
Program accomplishments
- MARKETING OF THE NEIGHBORHOOD THROUGH THREE MAGAZINE, ADVERTISEMENTS, WEBSITE, MAILING, SOCIAL MEDIA AND THE GUIDEExpenses $71,930
- EVENTS TO PROMOTE THE AREA INCLUDING, CHRISTMAS IN THE WARD, QUARTLEY GALLERY NIGHT & DAY, SHOP THE WARD, COFFEE BREAK, GATHER AND THE ART FESTIVALExpenses $93,067 · revenue $211,198
- MEMBERSHIP SERVICES INCLUDING INFORMATION, ANNUAL GATHERINGS, ETC.Expenses $375,138 · grants $8,622 · revenue $52,152
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1460281
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S31Z)
- Assets (IRS master file)
- $701,536
- Income (IRS master file)
- $899,706
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $899,706 | $745,092 | $701,536 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $819,619 | $727,504 | $587,722 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $720,888 | $736,511 | $543,096 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $689,217 | $654,220 | $609,419 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 39-1460281).
Questions about HISTORIC THIRD WARD ASSOCIATION INC
- What is the EIN of HISTORIC THIRD WARD ASSOCIATION INC?
- The employer identification number (EIN) of HISTORIC THIRD WARD ASSOCIATION INC is 39-1460281.
- Is HISTORIC THIRD WARD ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to HISTORIC THIRD WARD ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORIC THIRD WARD ASSOCIATION 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 HISTORIC THIRD WARD ASSOCIATION 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 HISTORIC THIRD WARD ASSOCIATION 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 HISTORIC THIRD WARD ASSOCIATION INC?
- The 990 for the year ended December 31, 2025 names JAMES PLAISTED.
- Who are the officers and directors of HISTORIC THIRD WARD ASSOCIATION INC?
- The 990 for the year ended December 31, 2025 lists 20 people; 1 received compensation from the organization, the highest $117,694 (JIM PLAISTED, EXECUTIVE DIR.).
- How much revenue does HISTORIC THIRD WARD ASSOCIATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $899,706, expenses of $745,092 and total assets of $701,536 at year end.
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