2025-10-01T13:42:25-05:00 2024-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2024-01-01 391600531 WESTOWN ASSOCIATION OF MILWAUKEE INC WEST 4142766696 310 W WISCONSIN AVENUE 1450E MILWAUKEE WI 53203 STACIE CALLIES EXECUTIVE DIRECTOR 4142766696 2025-08-01 1 1 KATHERINE HOFFMAN P01458876 4142717800 2024 2025-03-06 01:10:19Z STACIE CALLIES 310 W WISCONSIN AVENUE 1450E MILWAUKEE WI 53203 668624 0 X WWW.WESTOWN.ORG X 1987 WI THE 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. 19 19 5 40 0 0 209011 248386 389615 390563 211 2984 -2069 -974 596768 640959 0 0 0 0 242458 278424 2500 2500 17712 300016 349440 544974 630364 51794 10595 177869 190967 9850 12353 168019 178614 THE 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. 0 0 463318 390563 ENHANCED WESTOWN AND SURROUNDING NEIGHBORHOOD THROUGH A DIVERSE MIXTURE OF RESIDENTIAL, RETAIL, COMMERCIAL AND ENTERTAINMENT CHOICES. 2024 PROGRAM EVENTS INCLUDE: ST PATRICK'S DAY PARADE AND NIGHT MARKET. 463318 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X STACIE CALLIES 4142766696 310 W WISCONSIN AVENUE SUITE 1450E MILWAUKEE WI 53203 MARTY BROOKS DIRECTOR 2.00 X 0 0 0 BOBBY WILTGEN TREASURER 2.00 X X 0 0 0 COURTNEY MORRIS VICE PRESIDENT 2.00 X X 0 0 0 JOHN HENNESSY DIRECTOR 2.00 X 0 0 0 MIKE KENNEY PAST PRESIDENT 2.00 X X 0 0 0 LISA KURSZEWSKI DIRECTOR 2.00 X 0 0 0 JOAN JOHNSON DIRECTOR 2.00 X 0 0 0 KIM GUERRERO SECRETARY 2.00 X X 0 0 0 MEG MCKENNA DIRECTOR 2.00 X 0 0 0 NICK KOTSONIS DIRECTOR 2.00 X 0 0 0 JEFF SHERMAN PRESIDENT 2.00 X X 0 0 0 PAT KRESSIN DIRECTOR 2.00 X 0 0 0 SUSAN ERTEL DIRECTOR 2.00 X 0 0 0 MICHELLE HAIDER DIRECTOR 2.00 X 0 0 0 JAKE DEHNE DIRECTOR 2.00 X 0 0 0 MELISSA LUKIC DIRECTOR 2.00 X 0 0 0 MICHELLE MATTSON DIRECTOR 2.00 X 0 0 0 KELSEY OTERO DIRECTOR 2.00 X 0 0 0 SAMIR SIDDIQUE DIRECTOR 2.00 X 0 0 0 STACIE CALLIES EXECUTIVE DIRECTOR 40.00 X 125000 0 13794 125000 0 13794 1 0 0 0 0 29464 14450 204472 22239 248386 MANAGEMENT INCOME 900099 229678 229678 NIGHT MARKET 900099 157919 157919 ST. PATRICKS DAY PARAD 900099 2966 2966 390563 3232 3232 248 -248 -248 -248 23427 14450 27417 -3990 -3990 MISC INCOME 900099 3016 3016 3016 640959 390563 0 2010 133794 93655 33449 6690 113572 79500 28393 5679 11612 8129 2902 581 19446 13612 4862 972 18618 18618 2500 2500 22796 22796 18382 10544 7085 753 4009 1467 2437 105 5459 3821 1365 273 17909 2269 15640 7184 6232 793 159 5863 5863 NIGHT MARKET EXPENSES 190986 190986 ST PATRICK'S DAY PARADE 49420 49420 DUES AND SUBSCRIPTIONS 5131 0 5131 COLLABORATIVE EXPENSE 3000 3000 683 683 630364 463318 149334 17712 120497 149175 6164 1714 10166 4806 15841 6641 10959 9200 30083 26072 177869 190967 9850 12353 9850 12353 X 168019 178614 168019 178614 177869 190967 10595 0 X X 0 1 X 1 0 X 100860 142931 203142 209011 248386 904330 100860 142931 203142 209011 248386 904330 151660 752670 31 29 84 211 3232 3587 550 3016 3566 911483 1205568 0.82580 0.86470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15841 6641 9200 9200 X 868274 233597 1249 234846 633428 7531 7531 640959 857679 233597 1249 234846 622833 7531 7531 630364 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 PART XI, LINE 4B - OTHER ADJUSTMENTS: IN-KIND GOODS PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING - INCIDENTAL BENEFIT EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: IN-KIND GOODS GOLF OUTING 37877 14450 23427 14751 6175 4801 1690 37877 14450 23427 14751 6175 4801 1690 27417 -3990 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ARE PERMITTED TO ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS RECEIVE A COPY OF FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE 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 15 THE 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 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. PART XII, LINE 2C EXPLANATION NO CHANGE COMPARED TO PRIOR YEAR. WESTOWN BUSINESS IMPROVEMENT DISTRICT NO 5 310 W WISCONSIN AVENUE SUITE 1450E MILWAUKEE WI 53203 BUSINESS IMPROVEMENT DISTRICT - WESTERN SECTION OF DOWNTOWN MILWAUKEE WI 501 CITY OF MILWAUKEE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 WESTOWN BUSINESS IMPROVEMENT DISTRICT NO 5 S 172961 ALL BID REVENUE PER AGREEMENT