Milwaukee Bar Association Foundation Inc
Donations deductibleMilwaukee Bar Association Foundation Inc's network
12 people9 organisationsi12 people and 9 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (12). Violet dotted lines (9) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
12 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 12 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Aaron Olejniczak | Director | 2023 | 3 yrs |
| Andrew Jones | Secretary/Treasurer | 2018 | 8 yrs |
| Anthony Anzelmo | Director | 2023 | 3 yrs |
| Brian Spahn | Director | 2019 | 7 yrs |
| David Peterson (also filed as Dave Peterson) | Vice President | 2019 | 7 yrs |
| Jessica Reginato | Director | 2023 | 3 yrs |
| Melissa McCord | Director | 2020 | 6 yrs |
| Meridith Wilkerson | Director | 2024 | 2 yrs |
| Nick Zepnick | Director | 2022 | 4 yrs |
| Nora Platt | Director | 2023 | 3 yrs |
| Shannon Allen | President | 2019 | 7 yrs |
| Thomas Reed | Director | 2019 | 7 yrs |
Officers and senior leadership
1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Sarah Martis | Executive Director | since 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Shannon Allen | President | 1 | $0 | ||
| Dave Peterson | Vice President | 1 | $0 | ||
| Andrew Jones | Secretary/Treasurer | 1 | $0 | ||
| Nick Zepnick | Director | 1 | $0 | ||
| Thomas Reed | Director | 1 | $0 | ||
| Brian Spahn | Director | 1 | $0 | ||
| Anthony Anzelmo | Director | 1 | $0 | ||
| Melissa McCord | Director | 1 | $0 | ||
| Meridith Wilkerson | Director | 1 | $0 | ||
| Nora Platt | Director | 1 | $0 | ||
| Jessica Reginato | Director | 1 | $0 | ||
| Aaron Olejniczak | Director | 1 | $0 | ||
| Sarah Martis | Executive Director | 5 | $0 | $96k | $23k |
About
- Legal name
- Milwaukee Bar Association Foundation Inc
- EIN
- 396040219
- Address
- 747 N Broadway, Milwaukee, WI, 53202-4302
- State
- Wisconsin
- Mission
- To perform and carry out charitable and education functions and purposes of the milwaukee bar association of milwaukee, wisconsin and to facilitate the advancement of jurisprudence and the promotion of administration of justice in the state of wisconsin through education and scientific research, more specifically, by way of illustration and not of limitation, to publish informational... (as filed on the Form 990)
- Activity (NTEE)
- I80C Crime and legal-related
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Crime & Legal-Related
- Size band
- 6 (IRS master file code)
- Formed
- 1947
- Principal officer
- Sarah Martis (as named on the Form 990)
- IRS ruling date
- 1 October 1951
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedTO PROMOTE THE PROFESSIONAL INTERESTS OF THE LOCAL BENCH AND BARMilwaukee Bar Association Inc
Longest observed on the filings
≥8years on the filingsAndrew Jones
≥7years on the filingsBrian Spahn
≥7years on the filingsDavid Peterson
≥7years on the filingsShannon Allen
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $1.7m
- Total liabilities
- $94k
- Net assets or fund balances
- $1.6m
- Contributions and grants received
- $893k
- Program service revenue
- $0
- Grants and similar paid out
- $8k
- Employees
- 0
- Volunteers
- 15
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $921k | $628k | $292k |
As filed on the IRS Form 990. US dollars.