WISCONSIN MORTGAGE BANKERS ASSOCIATION INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN MORTGAGE BANKERS ASSOCIATION INC (EIN 23-7377283)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201411349349203551
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-14T14:50:31-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390974031 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2110 LUANN LN | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537133074 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237377283 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN MORTGAGE BANKERS ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WISC | NameControl |
| Phone | 6082554180 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1606 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537011606 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE KLAETSCH | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6082554180 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENNY TARKOWSKI CPA | Name |
| PTIN | P00634290 | PTIN |
| Phone | 6082744020 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | WWW.WIMBA.ORG | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 161262 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 845 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 84377 | ProgramServiceRevenue |
| Membership Dues | 75851 | MembershipDues |
| Investment Income | 189 | InvestmentIncome |
| Total Revenue | 161262 | TotalRevenue |
| Grants And Similar Amounts Paid | 5835 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 47635 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 204 | PrintingPublicationsPostage |
| Other Expenses Total | 78810 | OtherExpensesTotal |
| Total Expenses | 132484 | TotalExpenses |
| Excess Or Deficit For Year | 28778 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 115296 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 144074 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115296 | BOY |
| EOY | 144074 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115296 | BOY |
| EOY | 144074 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115296 | BOY |
| EOY | 144074 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | THE WISCONSIN MORTGAGE BANKERS ASSOCIATION IS A STATEWIDE ORGANIZATION DEDICATED TO REPRESENTING THE RESIDENTIAL REAL ESTATE FINANCE INDUSTRY. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | THE ASSOCIATION HELD 15 EDUCATIONAL SEMINARS AND CONFERENCES TO ENHANCE THE PROFESSIONAL KNOWLEDGE OF ITS MORE THAN 500 INDIVIDUAL MEMBERS. THE ASSOCIATION ALSO RETOOLED ITS MEMBERSHIP TIERS TO MAXIMIZE MEMBERSHIP AND PARTICIPATION IN ASSOCIATION-SPONSORED EVENTS. IN 2013 THE ASSOCIATION ALSO PARTNERED WITH THE NATIONAL MORTGAGE BANKERS ASSOCIATION IN A PROMOTIONAL AND EDUCATIONAL PROGRAM THAT PROVIDES BENEFITS TO BOTH ASSOCIATIONS' MEMBERSHIPS AND OFFERS MORE EDUCATIONAL PRODUCTS. | DescriptionProgramServiceAccom |
| Grants And Allocations | 0 | GrantsAndAllocations |
| Program Service Expenses | 0 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| DAVID ROUSE | ||||
| PRESIDENT | 1.00 | 0 | 0 | 0 |
| NICK DEL TORTO | ||||
| PRESIDENT ELECT | 1.00 | 0 | 0 | 0 |
| JOHN INZEO | ||||
| SECRETARY | 1.00 | 0 | 0 | 0 |
| MARCIA HOWE | ||||
| TREASURER | 1.00 | 0 | 0 | 0 |
| DEBBIE HODGE | ||||
| PAST PRESIDENT | 1.00 | 0 | 0 | 0 |
| DAVE BEAUMIER | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| HAROLD BLOCH | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| GEOFFREY COOPER | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| MICHAEL HALL | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| BETTY FEIERSTEIN | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| SCOTT FLETCHER | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| JIM KOPP | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GEORGE KLAETSCH | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1606 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537011606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6082554180 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 75851 | DuesAssessments |
| Non Ded Lobby Political Current | 19474 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 19474 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 56888 | AggrAmtReportedInDuesNotices |
| Taxable | -$37,414 | TaxableAmount |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | INTEREST INCOME 189.. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: OFFICE EXPENSES. AMOUNT: 11,174. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 948. DESCRIPTION: TRAVEL. AMOUNT: 481. DESCRIPTION: CONFERENCES, CONVENTIONS, AND MEETINGS. AMOUNT: 62,518. DESCRIPTION: INSURANCE. AMOUNT: 2,007. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 1,000. DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 682. TOTAL TO FORM 990-EZ, LINE 16: 78,810. |