STRATEGY STUDIO / PUBLIC DATA EXPLORER

WISCONSIN MORTGAGE BANKERS ASSOCIATION INC: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WISCONSIN MORTGAGE BANKERS ASSOCIATION INC (EIN 23-7377283)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-01-30
IRS object ID
202620309349200627
Schema version
2024v5.5
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)
Return2026-01-30T09:48:18-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390974031PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12921 LANDMARK PL STE 300AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537134236ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237377283EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WISCONSIN MORTGAGE BANKERS ASSOCIATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWISCBusinessNameControlTxt
Phone6082554180PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14075 VILAS ROADAddressLine1Txt
CityCOTTAGE GROVECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53718ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARL PIETRASZEWSKIPersonNm
Person TitlePAST PRESIDENTPersonTitleTxt
Phone6082554180PhoneNum
Signature2026-01-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY TARKOWSKI CPAPreparerPersonNm
PTINP00634290PTIN
Phone6082744020PhoneNum
Preparation2026-01-28PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.WIMBA.ORGWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$150,719GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$0ContributionsGiftsGrantsEtcAmt
Program Service Revenue$78,417ProgramServiceRevenueAmt
Membership Dues$68,450MembershipDuesAmt
Investment Income$1,902InvestmentIncomeAmt
Gaming Gross Income$1,950GamingGrossIncomeAmt
Special Events Net Income Loss$1,950SpecialEventsNetIncomeLossAmt
Total Revenue$150,719TotalRevenueAmt
Grants And Similar Amounts Paid$10,000GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$48,574FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$1,678PrintingPublicationsPostageAmt
Other Expenses Total$103,114OtherExpensesTotalAmt
Total Expenses$163,366TotalExpensesAmt
Excess Or Deficit For Year-$12,647ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$101,478NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$88,831NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$101,478BOYAmt
EOY$88,831EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$101,478BOYAmt
EOY$88,831EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$101,478BOYAmt
EOY$88,831EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE 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 AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram 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 550 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
FieldValueIRS element (for citing)
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AMY GILE-ENGE
PRESIDENT1.00$0$0$0
GREGG MASHACK
PRESIDENT ELECT1.00$0$0$0
TODD SNODGRASS
TREASURER1.00$0$0$0
CARL PIETRASZEWSKI
PAST PRESIDENT1.00$0$0$0
STEVE LUEBKE
DIRECTOR1.00$0$0$0
AMY MICHALAK
DIRECTOR1.00$0$0$0
PETER STEBBINS
DIRECTOR1.00$0$0$0
TERRY PLESEK
DIRECTOR1.00$0$0$0
MIKE HALL
DIRECTOR1.00$0$0$0
COREY RANDL
DIRECTOR1.00$0$0$0
TONY TRAHAN
DIRECTOR1.00$0$0$0
DON LICKEL
DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonHEATHER DYERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14075 VILAS ROADAddressLine1Txt
CityCOTTAGE GROVECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53718ZIPCd
FieldValueIRS element (for citing)
Phone6082554180PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Other Employee Paid Over100k0OtherEmployeePaidOver100kCnt
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (1)OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST. AMOUNT: 1,902.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: VARIOUS INDIVIDUALS <$5,000 PER RECIPIENT. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/30/25. AMOUNT GIVEN: 10,000.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OFFICE EXPENSES. AMOUNT: 8,031. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 14,017. DESCRIPTION: TRAVEL. AMOUNT: 84. DESCRIPTION: CONFERENCES, CONVENTIONS, AND MEETINGS. AMOUNT: 77,310. DESCRIPTION: INSURANCE. AMOUNT: 2,572. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 1,100. TOTAL TO FORM 990-EZ, LINE 16: 103,114.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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