STRATEGY STUDIO / PUBLIC DATA EXPLORER

WESTOWN ASSOCIATION OF MILWAUKEE INC: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WESTOWN ASSOCIATION OF MILWAUKEE INC (EIN 39-1600531)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-08
IRS object ID
202621899349301022
Schema version
2025v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-08T11:34:46-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390747409PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REILLY PENNER & BENTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11233 NORTH MAYFAIR RD SUITE 302AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532263255ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391600531EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTOWN ASSOCIATION OF MILWAUKEE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone4142766696PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 W WISCONSIN AVENUE 1450EAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY SHERMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4142766696PhoneNum
Signature2026-07-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHERINE HOFFMANPreparerPersonNm
PTINP01458876PTIN
Phone4142717800PhoneNum
Preparation2026-06-26PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEFFREY SHERMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 W WISCONSIN AVENUE 1450EAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53203ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$619,301GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WESTOWN.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1987FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION CHAMPIONS SOCIAL AND ECONOMIC DEVELOPMENT OF THE WESTOWN NEIGHBORHOOD THROUGH SPECIAL EVENT MARKETING, BUSINESS RESOURCES, GROWTH INITIATIVES AND PUBLIC/PRIVATE PARTNERSHIPS THAT IMPROVE THE QUALITY OF LIFE AND VITALITY OF THE DISTRICT.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$248,386PYContributionsGrantsAmt
CY Contributions Grants$233,237CYContributionsGrantsAmt
PY Program Service Revenue$390,563PYProgramServiceRevenueAmt
CY Program Service Revenue$355,161CYProgramServiceRevenueAmt
PY Investment Income$2,984PYInvestmentIncomeAmt
CY Investment Income$4,956CYInvestmentIncomeAmt
PY Other Revenue-$974PYOtherRevenueAmt
CY Other Revenue-$1,198CYOtherRevenueAmt
PY Total Revenue$640,959PYTotalRevenueAmt
CY Total Revenue$592,156CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$278,424PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$278,646CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$2,500PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$2,500CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,664CYTotalFundraisingExpenseAmt
PY Other Expenses$349,440PYOtherExpensesAmt
CY Other Expenses$347,268CYOtherExpensesAmt
PY Total Expenses$630,364PYTotalExpensesAmt
CY Total Expenses$628,414CYTotalExpensesAmt
PY Revenues Less Expenses$10,595PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$36,258CYRevenuesLessExpensesAmt
Total Assets BOY$190,967TotalAssetsBOYAmt
Total Assets EOY$148,257TotalAssetsEOYAmt
Total Liabilities BOY$12,353TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,901TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$178,614NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$142,356NetAssetsOrFundBalancesEOYAmt
MissionTHE ORGANIZATION CHAMPIONS SOCIAL AND ECONOMIC DEVELOPMENT OF THE WESTOWN AND SURROUNDING NEIGHBORHOOD THROUGH SPECIAL EVENT MARKETING, BUSINESS RESOURCES, GROWTH INITIATIVES AND PUBLIC/PRIVATE PARTNERSHIPS THAT IMPROVE THE QUALITY OF LIFE AND VITALITY OF THE DISTRICT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$480,860ExpenseAmt
Revenue$355,161RevenueAmt
DescENHANCED WESTOWN AND SURROUNDING NEIGHBORHOOD THROUGH A DIVERSE MIXTURE OF RESIDENTIAL, RETAIL, COMMERCIAL AND ENTERTAINMENT CHOICES. 2025 PROGRAM EVENTS INCLUDE: ST PATRICK'S DAY PARADE AND NIGHT MARKET.Desc
Total Program Service Expenses$480,860TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STACIE CALLIESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4142766696PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 W WISCONSIN AVENUE SUITE 1450EAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53203ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MARTY BROOKS
DIRECTOR2.00Yes (X)$0$0$0
BOBBY WILTGEN
TREASURER2.00Yes (X)$0$0$0Yes (X)
COURTNEY MORRIS
VICE PRESIDENT2.00Yes (X)$0$0$0Yes (X)
JOHN HENNESSY
DIRECTOR2.00Yes (X)$0$0$0
MIKE KENNEY
PAST PRESIDENT2.00Yes (X)$0$0$0Yes (X)
LISA KURSZEWSKI
DIRECTOR2.00Yes (X)$0$0$0
JOAN JOHNSON
DIRECTOR2.00Yes (X)$0$0$0
KIM GUERRERO
SECRETARY2.00Yes (X)$0$0$0Yes (X)
MEG MCKENNA
DIRECTOR2.00Yes (X)$0$0$0
NICK KOTSONIS
DIRECTOR2.00Yes (X)$0$0$0
JEFF SHERMAN
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
SUSAN ERTEL
DIRECTOR2.00Yes (X)$0$0$0
MICHELLE HAIDER
DIRECTOR2.00Yes (X)$0$0$0
JAKE DEHNE
DIRECTOR2.00Yes (X)$0$0$0
MELISSA LUKIC
DIRECTOR2.00Yes (X)$0$0$0
MICHELLE MATTSON
DIRECTOR2.00Yes (X)$0$0$0
KELSEY OTERO
DIRECTOR2.00Yes (X)$0$0$0
SAMIR SIDDIQUE
DIRECTOR2.00Yes (X)$0$0$0
MIKE VOGEL
DIRECTOR2.00Yes (X)$0$0$0
STACIE CALLIES
EXECUTIVE DIRECTOR40.00$105,000$0$17,629Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$105,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$17,629TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$29,373MembershipDuesAmt
Fundraising$15,382FundraisingAmt
All Other Contributions$188,482AllOtherContributionsAmt
Noncash Contributions$27,144NoncashContributionsAmt
Total Contributions$233,237TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MANAGEMENT INCOME900099$216,513$216,513
NIGHT MARKET900099$135,851$135,851
ST. PATRICK'S DAY PARA900099$2,797$2,797
FieldValueIRS element (for citing)
Total Program Service Revenue$355,161TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,956TotalRevenueColumnAmt
Exclusion$4,956ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$22,949FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$15,382ContriRptFundraisingEventAmt
Fundraising Direct Expenses$27,145FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,196TotalRevenueColumnAmt
Exclusion-$4,196ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISC INCOMEDesc
Business900099BusinessCd
Total Revenue Column$2,998TotalRevenueColumnAmt
Exclusion$2,998ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,998OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$592,156TotalRevenueColumnAmt
Related Or Exempt Func Income$355,161RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,758ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$122,629TotalAmt
Program Services$85,840ProgramServicesAmt
Management And General$30,657ManagementAndGeneralAmt
Fundraising$6,132FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$118,610TotalAmt
Program Services$83,026ProgramServicesAmt
Management And General$29,653ManagementAndGeneralAmt
Fundraising$5,931FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,914TotalAmt
Program Services$2,039ProgramServicesAmt
Management And General$729ManagementAndGeneralAmt
Fundraising$146FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,953TotalAmt
Program Services$11,168ProgramServicesAmt
Management And General$3,988ManagementAndGeneralAmt
Fundraising$797FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,540TotalAmt
Program Services$12,978ProgramServicesAmt
Management And General$4,635ManagementAndGeneralAmt
Fundraising$927FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,587TotalAmt
Management And General$21,587ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$2,500TotalAmt
Fundraising$2,500FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,076TotalAmt
Management And General$4,076ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$17,555TotalAmt
Program Services$9,478ProgramServicesAmt
Management And General$7,400ManagementAndGeneralAmt
Fundraising$677FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,511TotalAmt
Program Services$1,648ProgramServicesAmt
Management And General$2,745ManagementAndGeneralAmt
Fundraising$118FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,460TotalAmt
Program Services$3,822ProgramServicesAmt
Management And General$1,365ManagementAndGeneralAmt
Fundraising$273FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,954TotalAmt
Program Services$2,612ProgramServicesAmt
Management And General$9,342ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,280TotalAmt
Program Services$6,300ProgramServicesAmt
Management And General$817ManagementAndGeneralAmt
Fundraising$163FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,305TotalAmt
Management And General$6,305ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
NIGHT MARKET EXPENSES$207,179$207,179
ST PATRICK'S DAY PARADE$50,919$50,919
DUES AND SUBSCRIPTIONS$6,591$6,591
COLLABORATIVE EXPENSE$3,000$3,000

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$851TotalAmt
Program Services$851ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$628,414TotalAmt
Program Services$480,860ProgramServicesAmt
Management And General$129,890ManagementAndGeneralAmt
Fundraising$17,664FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$149,175BOYAmt
EOY$113,582EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,714BOYAmt
EOY$514EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,806BOYAmt
EOY$6,169EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$15,841LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,910LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,200BOYAmt
EOY$5,931EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$26,072BOYAmt
EOY$22,061EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$190,967BOYAmt
EOY$148,257EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,353BOYAmt
EOY$5,651EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$250EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,353BOYAmt
EOY$5,901EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$178,614BOYAmt
EOY$142,356EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$178,614BOYAmt
EOY$142,356EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$190,967BOYAmt
EOY$148,257EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$36,258ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,931CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$203,142CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$209,011CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$248,386CurrentTaxYearMinus1YearAmt
Current Tax Year$233,237CurrentTaxYearAmt
Total$1,036,707TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,931CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$203,142CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$209,011CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$248,386CurrentTaxYearMinus1YearAmt
Current Tax Year$233,237CurrentTaxYearAmt
Total$1,036,707TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$198,140SubstantialContributorsTotAmt
Public Support Total170$838,567PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$84CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$211CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,232CurrentTaxYearMinus1YearAmt
Current Tax Year$4,956CurrentTaxYearAmt
Total$8,512TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$550CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,016CurrentTaxYearMinus1YearAmt
Current Tax Year$2,998CurrentTaxYearAmt
Total$6,564TotalAmt
FieldValueIRS element (for citing)
Total Support$1,051,783TotalSupportAmt
Gross Receipts Rltd Activities$1,558,796GrossReceiptsRltdActivitiesAmt
Public Support CY1700.79730PublicSupportCY170Pct
Public Support PY1700.82580PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,841OtherCostOrOtherBasisAmt
Depreciation$9,910DepreciationAmt
Book Value$5,931BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,931TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$843,336TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$251,759DonatedServicesAndUseFcltsAmt
Other Revenue$6,229OtherRevenueAmt
Revenue Not Reported$257,988RevenueNotReportedAmt
Revenue Subtotal$585,348RevenueSubtotalAmt
Other Revenues Not Included$6,808OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$6,808RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$592,156TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$879,594TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$251,759DonatedServicesUseFcltsAmt
Other Expenses Included$6,229OtherExpensesIncludedAmt
Expenses Not Reported$257,988ExpensesNotReportedAmt
Expenses Subtotal$621,606ExpensesSubtotalAmt
Other Expenses Not Included$6,808OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$6,808ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$628,414TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS AN OTHER THAN PRIVATE FOUNDATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE ASSOCIATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. THE ASSOCIATION ADOPTED GENERALLY ACCEPTED ACCOUNTING PRINCIPLES FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE PRINCIPLES PRESCRIBE A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AS WELL AS, PROVIDE GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURE REQUIREMENTS. THE ASSOCIATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE.
PART XI, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING - INCIDENTAL BENEFIT EXPENSES 6,229.
PART XI, LINE 4B - OTHER ADJUSTMENTS:IN-KIND GOODS 6,808.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING - INCIDENTAL BENEFIT EXPENSES 6,229.
PART XII, LINE 4B - OTHER ADJUSTMENTS:IN-KIND GOODS 6,808.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF OUTINGEvent1Nm
Gross Receipts Event1$38,331GrossReceiptsEvent1Amt
Charitable Contri Event1$15,382CharitableContriEvent1Amt
Gross Revenue Event1$22,949GrossRevenueEvent1Amt
Non Cash Prizes Event1$11,286NonCashPrizesEvent1Amt
Rent Facility Costs Event1$6,566RentFacilityCostsEvent1Amt
Food And Beverage Event1$7,535FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$1,758OtherDirectExpensesEvent1Amt
Gross Receipts Total$38,331GrossReceiptsTotalAmt
Charitable Contributions Tot$15,382CharitableContributionsTotAmt
Gross Revenue Total Events$22,949GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$11,286NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$6,566RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$7,535FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$1,758OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$27,145DirectExpenseSummaryEventsAmt
Net Income Summary-$4,196NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$7,460NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)AUCTION PRIZES53$7,980FAIR MARKET VALUE
Yes (X)RAFFLE ITEMS52$6,808FAIR MARKET VALUE
Yes (X)SIGNAGE2$4,896FAIR MARKET VALUE
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS MEMBERS
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERS ARE PERMITTED TO ELECT MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BALL BOARD MEMBERS RECEIVE A COPY OF FORM 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD ANNUALLY REVIEWS AND ENFORCES REQUIRED DISCLOSURE OF CONFLICTS OF INTEREST AS OUTLINED IN THE ASSOCIATION'S CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15THE PROCESS FOR DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR INCLUDES APPROVAL BY THE PERSONNEL COMMITTEE AND COLLECTION OF COMPARABILITY DATA TO DETERMINE PROPER COMPENSATION. PAY RATES FOR KEY EMPLOYEES ARE RECOMMENDED BY THE EXECUTIVE DIRECTOR TO THE PERSONNEL COMMITTEE FOR APPROVAL. ALL PAY RATE INCREASES REQUIRE APPROVAL BY THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
PART XII, LINE 2C EXPLANATIONNO CHANGE COMPARED TO PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WESTOWN BUSINESS IMPROVEMENT DISTRICT NO 5BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 W WISCONSIN AVENUE SUITE 1450EAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53203ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesBUSINESS IMPROVEMENT DISTRICT - WESTERN SECTION OF DOWNTOWN MILWAUKEEPrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Exempt Code Section501ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CITY OF MILWAUKEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1WESTOWN BUSINESS IMPROVEMENT DISTRICT NO 5BusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeSTransactionTypeTxt
Involved$168,513InvolvedAmt
Method Of Amount DeterminationALL BID REVENUE PER AGREEMENTMethodOfAmountDeterminationTxt