Skip to main content

Nonprofit · EIN 39-1673863

WISCONSIN REAL ESTATE ALUMNI

Tax-exempt · PEWAUKEE, WI 53072

Financials

$678K$608K2023$531K$531K2024
Revenue Expenses · by fiscal year end
Financials of WISCONSIN REAL ESTATE ALUMNI by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$531,346$531,114$232$1,659,957$2,998$1,656,959
December 31, 2023990$677,524$608,317$69,207$1,772,983$109,530$1,663,453
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$182,300
Membership dues
$82,300
Program service revenue
$316,898
Investment income
$25,898
Other revenue
$6,250

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$205,518
Other salaries and wages
$21,316
Salaries, compensation and benefits (total)
$245,757
Professional fundraising fees
$0
Legal fees
$55
Accounting fees
$5,002
Occupancy
$10,869
Travel
$1,575
Program services (functional)
$488,751
Management and general (functional)
$37,062
Fundraising (functional)
$5,301

Balance sheet and other

Total assets, start of year
$1,772,983
Total assets, end of year
$1,659,957
Total liabilities, end of year
$2,998
Net assets, end of year
$1,656,959
Gross receipts
$531,346
Employees
4
Volunteers
17
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, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
CHRISTINE WIRTHEXECUTIVE DIRECTOR
Officer
40$179,725$25,793
KATIE BERGENPRESIDENT
Trustee or director, Officer
1$0$0
MICHAEL ZELINIMM. PAST PRESIDENT
Trustee or director, Officer
1$0$0
CODY LANGENESSIMM. PAST PRESIDENT (THRU SEP 2024)
Trustee or director
1$0$0
JAIME FINKIL REG. DIRECTOR/VP PROGRAMS
Trustee or director, Officer
1$0$0
ASHLEY CALDISWESTERN WISCONSIN REGIONAL DIRECTOR
Trustee or director
1$0$0
CHRIS CARROLLAT-LARGE DIRECTOR
Trustee or director
1$0$0
LOUIS DEFINOSOUTHERN CA REGIONAL DIRECTOR
Trustee or director
1$0$0
ASHLEY CALDIS ANDERSONWESTERN WISCONSIN REGIONAL DIRECTOR
Trustee or director
1$0$0
JAKE GRISWOLDEASTERN WISCONSIN REGIONAL DIRECTOR
Trustee or director
1$0$0
JENNIFER HULLAT-LARGE DIR. - REC. GRAD. (THRU SEP 2024)
Trustee or director
1$0$0
MEGAN MAYILLINOIS REGIONAL DIRECTOR
Trustee or director
1$0$0
CHAD MESSERCOLORADO/TEXAS REGIONAL DIRECTOR
Trustee or director
1$0$0
LAMAR NEWBURNMINNESOTA REGIONAL DIRECTOR
Trustee or director
1$0$0
MITESH PATELNORTHWEST REGIONAL DIRECTOR
Trustee or director
1$0$0
3 more people on this return
NameTitleHours / weekCompensation
MICHAEL PFAFFSOUTHEAST REGIONAL DIRECTOR
Trustee or director
1$0
DAN SOYKAAT-LARGE DIRECTOR
Trustee or director
1$0
KENDRA STENSVENNORTHEAST REGIONAL DIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 18 people
NameTitleHours / weekCompensationOther / benefits
CHRISTINE DICKSEXECUTIVE DIRECTOR
Officer
40$153,528$24,535
MICHAEL ZELINPRESIDENT
Trustee or director, Officer
1$0$0
CODY LANGENESSIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
1$0$0
KATIE BERGENVICE-PRESIDENT FINANCE
Trustee or director, Officer
1$0$0
JAIME FINKIL REG. DIRECTOR/VP PROGRAMS
Trustee or director, Officer
1$0$0
ASHLEY CALDISWESTERN WISCONSIN REGIONAL DIRECTOR
Trustee or director
1$0$0
CHRIS CARROLLAT-LARGE DIRECTOR
Trustee or director
1$0$0
CHRIS CASEYSOUTHERN CA REGIONAL DIRECTOR
Trustee or director
1$0$0
LEE CHRISTENSENWESTERN WISCONSIN REGIONAL DIRECTOR
Trustee or director
1$0$0
JAKE GRISWOLDEASTERN WISCONSIN REGIONAL DIRECTOR
Trustee or director
1$0$0
JENNIFER HULLAT-LARGE DIRECTOR - RECENT GRADUATE
Trustee or director
1$0$0
MEGAN MAYILLINOIS REGIONAL DIRECTOR
Trustee or director
1$0$0
CHAD MESSERCOLORADO/TEXAS REGIONAL DIRECTOR
Trustee or director
1$0$0
LAMAR NEWBURNMINNESOTA REGIONAL DIRECTOR
Trustee or director
1$0$0
MITESH PATELNORTHWEST REGIONAL DIRECTOR
Trustee or director
1$0$0
MICHAEL PFAFFSOUTHEAST REGIONAL DIRECTOR
Trustee or director
1$0$0
DAN SOYKAAT-LARGE DIRECTOR
Trustee or director
1$0$0
KENDRA STENSVENNORTHEAST REGIONAL DIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
PO BOX 307, PEWAUKEE, WI 53072-0307
In care of
% KOS
Principal officer (990 for 2024)
KATIE BERGEN, PO BOX 307, PEWAUKEE, WI 53072
Signed the 990
KATIE BERGEN, PRESIDENT
Phone
(262) 746-9030
Return prepared by
WIPFLI ADVISORY LLC

Mission

TO ADVANCE THE REAL ESTATE AND URBAN LAND ECONOMICS PROGRAM AT THE UNIVERSITY OF WISCONSIN - MADISON.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE EDUCATIONAL OPPORTUNITIES AND BUILD A SUPPORTIVE NETWORK FOR THE UNIVERSITY OF WISCONSIN-MADISON REAL ESTATE PROGRAM:- REGIONAL EVENTS THROUGHOUT US: 51 IN 2024- VIRTUAL INDUSTRY PANELS/DISCUSSIONS- ANNUAL CONFERENCE- MEMBERSHIP DIRECTORY: FACILITATE CONNECTIONS BETWEEN ALUMNI AND STUDENTS
    Expenses $488,751 · revenue $316,898
  • TO PROVIDE SUPPORT AND CONTRIBUTIONS TO ADVANCE STUDENTS ENROLLED IN THE REAL ESTATE AND URBAN LAND ECONOMICS PROGRAM AT THE UNIVERSITY OF WISCONSIN-MADISON:- STUDENT FIELD TRIP SUPPORT- MENTORSHIP PROGRAM FOR UW STUDENTS- JOB AND INTERNSHIP POSTINGS THROUGH CAREER CENTER- STUDENT EVENTS- SPONSOR STUDENT INTERNS- PROMOTE STUDENT RESUMES AND UW CAREER FAIR0
  • FOSTER SUPPORT FOR THE UNIVERSITY OF WISCONSIN-MADISON REAL ESTATE PROGRAM:- WEBSITE- NUMBER OF NEWSLETTERS: 6 NEWSLETTERS EACH YEAR- FACULTY SUPPORT- ENCOURAGE DONATIONS TO BADGER DEAL FUND TO PROVIDE FUNDING FOR UW REAL ESTATE PROGRAM0

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-1673863
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
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,659,957
Income (IRS master file)
$531,346

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$531,346$531,114$1,659,957IRS
990December 2023$677,524$608,317$1,772,983XML
990December 2022$571,980$614,315$1,684,826IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 39-1673863).

Questions about WISCONSIN REAL ESTATE ALUMNI

What is the EIN of WISCONSIN REAL ESTATE ALUMNI?
The employer identification number (EIN) of WISCONSIN REAL ESTATE ALUMNI is 39-1673863.
Is WISCONSIN REAL ESTATE ALUMNI tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to WISCONSIN REAL ESTATE ALUMNI tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WISCONSIN REAL ESTATE ALUMNI 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 REAL ESTATE ALUMNI due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WISCONSIN REAL ESTATE ALUMNI last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of WISCONSIN REAL ESTATE ALUMNI?
The 990 for the year ended December 31, 2024 names KATIE BERGEN.
Who are the officers and directors of WISCONSIN REAL ESTATE ALUMNI?
The 990 for the year ended December 31, 2024 lists 18 people; 1 received compensation from the organization, the highest $179,725 (CHRISTINE WIRTH, EXECUTIVE DIRECTOR).
How much revenue does WISCONSIN REAL ESTATE ALUMNI have?
On its 990 for the year ended December 31, 2024 it reported revenue of $531,346, expenses of $531,114 and total assets of $1,659,957 at year end.

Other nonprofits in PEWAUKEE

All nonprofits in PEWAUKEE · Wisconsin · Community improvement and capacity building