WISCONSIN MORTGAGE BANKERS ASSOCIATION INC: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN MORTGAGE BANKERS ASSOCIATION INC (EIN 23-7377283)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-12
- IRS object ID
- 202211329349201736
- Schema version
- 2020v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T11:01:07-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PL STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237377283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN MORTGAGE BANKERS ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISC | BusinessNameControlTxt |
| Phone | 6082554180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2820 WALTON COMMONS NO 103 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537186797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT HELVEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6082554180 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | HELVEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNY TARKOWSKI CPA | PreparerPersonNm |
| PTIN | P00634290 | PTIN |
| Phone | 6082744020 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.WIMBA.ORG | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $119,332 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $49,785 | ProgramServiceRevenueAmt |
| Membership Dues | $69,150 | MembershipDuesAmt |
| Investment Income | $397 | InvestmentIncomeAmt |
| Total Revenue | $119,332 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $10,250 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $73,477 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $626 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $45,660 | OtherExpensesTotalAmt |
| Total Expenses | $130,013 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$10,681 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $148,300 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $137,619 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,300 | BOYAmt |
| EOY | $137,619 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,300 | BOYAmt |
| EOY | $137,619 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,300 | BOYAmt |
| EOY | $137,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE WISCONSIN MORTGAGE BANKERS ASSOCIATION IS A STATEWIDE ORGANIZATION DEDICATED TO REPRESENTING THE RESIDENTIAL REAL ESTATE FINANCE INDUSTRY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| THE ASSOCIATION HELD 22 EDUCATIONAL SEMINARS AND CONFERENCES TO ENHANCE THE PROFESSIONAL KNOWLEDGE OF OVER 1,000 MEMBERS. THESE SEMINARS AND CONFERENCES ARE FULL OR HALF DAY EVENTS ON CURRENT INDUSTRY ISSUES, NEW PRODUCTS, OR LEGISLATION THAT AFFECTS THE INDUSTRY. THE GOAL IS TO AID OUR MEMBERS TO BE RESPONSIBLE, WELL TRAINED, AND WELL INFORMED. | $0 | $0 |
| THE ASSOCIATION HAS A WEBSITE FOR THE PUBLIC AND FOR OVER 1,000 MEMBERS TO USE. THE GOAL IS TO KEEP MEMBERS UPDATED ON INDUSTRY NEWS, LEGISLATIVE ISSUES, AND ASSOCIATION EVENTS. IT IS UPDATED ON A DAILY BASIS AND MAINTAINED REGULARLY. THE WEBSITE ALSO ALLOWS FOR ONLINE EVENT REGISTRATION. | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ROBERT HELVEY | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOE DOYLE | ||||
| PRESIDENT ELECT | 1.00 | $0 | $0 | $0 |
| CHAD LAIPPLE | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| MAREY RIEMER | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| LEO SPANUELLO | ||||
| PAST PRESIDENT | 1.00 | $0 | $0 | $0 |
| PAUL BUEGE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMY LIRETTE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEAN DAUL | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| TIM EDWARDS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL ODDEN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MIGUEL OCAMPO | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARL PIETRASZEWSKI | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER DYER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2820 WALTON COMMONS STE 103 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537186797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082554180 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Other Employee Paid Over100k | 0 | OtherEmployeePaidOver100kCnt |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $69,150 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $1,305 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $1,305 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $11,756 | AggregateReportedDuesNtcAmt |
| Taxable | -$10,451 | TaxableAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST. AMOUNT: 397. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: OFFICE EXPENSES. AMOUNT: 5,511. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 9,969. DESCRIPTION: TRAVEL. AMOUNT: 202. DESCRIPTION: CONFERENCES, CONVENTIONS, AND MEETINGS. AMOUNT: 26,578. DESCRIPTION: INSURANCE. AMOUNT: 2,300. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 1,100. TOTAL TO FORM 990-EZ, LINE 16: 45,660. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |