2024-08-07T08:35:48-05:00 2023-12-31 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2023-01-01 390806284 LEGAL AID SOCIETY OF MILWAUKEE INC LEGA 4147275300 728 N JAMES LOVELL ST 3RD FLOOR MILWAUKEE WI 53233 COLLEEN FOLEY EXECUTIVE DIRECTOR 4142915482 2024-07-11 1 0 SOLOMON MARDAKHAEV P01806552 6105653930 2024-07-11 2023 2024-08-08 14:25:15Z PETER J STONE 728 N JAMES LOVELL ST 3RD FLOOR MILWAUKEE WI 53233 6076917 0 X WWW.LASMILWAUKEE.COM X 1916 WI PROVIDE FREE LEGAL SERVICES TO INDIVIDUALS IN THE MILWAUKEE AREA WHO ARE FINANCIALLY UNABLE TO PAY FOR SUCH SERVICES. 16 16 77 16 0 0 5594606 5897690 3851 0 31456 124922 25397 18425 5655310 6041037 0 0 0 0 4148647 4592629 0 0 63982 1023545 903819 5172192 5496448 483118 544589 6356783 6451525 1230865 470789 5125918 5980736 PROVIDE LEGAL SERVICES TO LOW INCOME PERSONS. 0 0 2576809 0 0 CIVIL DIVISION - PROVIDES FREE LEGAL ASSISTANCE TO NEEDY MILWAUKEE FAMILIES HAVING SERIOUS CIVIL LEGAL PROBLEMS IN THE AREA OF FAMILY, CONSUMER, PUBLIC BENEFITS, HOUSING, AND CIVIL RIGHTS LAW. 2425297 0 0 GUARDIAN AD LITEM - PROVIDES LEGAL REPRESENTATION TO INDIGENT MINORS IN MILWAUKEE COUNTY. 0 0 0 EVICTION FREE MILWAUKEE (EFM) - PROVIDES LEGAL REPRESENTATION TO INDIVIDUALS FIGHTING EVICTION FROM THEIR HOMES. 5002106 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 77 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 WI X LINDA ANICK 4147275300 728 N JAMES LOVELL ST 3RD FLOOR MILWAUKEE WI 53233 PETER J STONE PRESIDENT 1.00 X X 0 0 0 STACEY C GERBER WARD VP - FINANCE 1.00 X X 0 0 0 DANIEL D BLINKA SECRETARY 1.00 X X 0 0 0 SUNELLA JONES ASH MEMBER 1.00 X 0 0 0 SEAN O BOSACK MEMBER 1.00 X 0 0 0 LOUIS B BUTLER MEMBER 1.00 X 0 0 0 PATRICK DUNPHY MEMBER 1.00 X 0 0 0 JOSHUA GIMBEL MEMBER 1.00 X 0 0 0 COLIN LOONEY MEMBER 1.00 X 0 0 0 KRISTIN OCCHETTI MEMBER 1.00 X 0 0 0 CATHERINE A PHILLIPS MEMBER 1.00 X 0 0 0 NORA M PLATT MEMBER 1.00 X 0 0 0 S EDWARD SARSKAS MEMBER 1.00 X 0 0 0 GUY R TEMPLE MEMBER 1.00 X 0 0 0 TIMOTHY S TRECEK MEMBER 1.00 X 0 0 0 S DANIELLE WHITE MEMBER 1.00 X 0 0 0 COLLEEN FOLEY EXECUTIVE DIRECTOR 40.00 X 173188 0 485 173188 0 485 1 0 1 0 0 195402 131700 4423101 1147487 5897690 106211 106211 18711 0 18711 18711 18711 35880 131700 35880 0 636 0 636 636 17789 17789 17789 6041037 0 0 143347 156198 112887 34735 8576 3481426 3194126 287300 677194 631487 44022 1685 277811 253227 23953 631 32926 32145 319 462 13137 13137 444438 433902 4299 6237 10359 8630 883 846 49713 42297 2647 4769 38967 38043 377 547 177764 164403 12849 512 2922 2651 271 19639 18443 1196 5784 5183 578 23 DUES AND SUBSCRIPTIONS 40619 38739 1778 102 EQUIPMENT MAINTENANCE A 16158 15101 1016 41 COURT COSTS 9245 9245 42148 1597 1000 39551 5496448 5002106 430360 63982 500 527 1959957 2147041 1232117 925489 2341 22143 448396 448396 0 0 1883331 2157416 1278537 1198909 6356783 6451525 794652 169677 39843 36343 396370 264769 1230865 470789 X 4062689 4720535 1063229 1260201 5125918 5980736 6356783 6451525 X 544589 223782 86447 X X 0 1 X 1 1 1 X 3191994 4074600 3935946 5594606 5897690 22694836 3191994 4074600 3935946 5594606 5897690 22694836 22694836 32619 38572 32678 35768 106211 245848 131994 182797 140354 0 0 455145 23395829 342218 0.97000 0.98950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 884249 86447 34474 936222 1083744 -157014 42481 884249 957473 166224 30378 1083744 882772 104644 29943 957473 811516 101290 30034 882772 0.00000 0.00000 1.00000 1 0 274187 274187 0 174209 174209 0 0 BENEFICIAL INTEREST IN FUNDS HELD BY OTHERS 936222 OPERATING LEASE RIGHT OF USE ASSET 262687 1198909 OPERATING LEASE OBLIGATION - ST 138807 OPERATING LEASE OBLIGATION - LT 125962 264769 X 6287562 223782 35880 259662 6027900 13137 13137 6041037 5519191 35880 35880 5483311 13137 13137 5496448 PART IV, LINE 2B: THE ORGANIZATION HAS A FIDUCIARY RESPONSIBILITY FOR THE CLIENTS' PERSONAL FUNDS. ALTHOUGH THE BANK ACCOUNT IS IN THE NAME OF THE ORGANIZATION, THE CASH IS THE PROPERTY OF THE CLIENTS. ACCORDINGLY, THE BALANCE IN THE CLIENT TRUST ACCOUNTS AT DECEMBER 31, 2023 OF $36,343 HAS BEEN RECORDED IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION AS AN ASSET AND A LIABILITY. PART V, LINE 4: THE GREATER MILWAUKEE FOUNDATION WHICH HOLDS THE ENDOWMENT, HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE PROGRAM SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO PRESERVE THE PURCHASING POWER OF THE ENDOWMENT. PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING WHETHER IT IS MORE LIKELY THAN NOT THAT THE TAXING AUTHORITY WOULD SUSTAIN THE TAX POSITION UPON EXAMINATION OF THE TECHNICAL MERITS OF THE TAX POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. THE ORGANIZATION HAS RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 35,880. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 35,880. FALL LUNCHEON 167580 131700 35880 35880 167580 131700 35880 35880 35880 0 X 0 0 0 0 0 0 0 0 0 COLLEEN FOLEY EXECUTIVE DIRECTOR 172000 0 0 0 1188 0 0 0 485 0 173673 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD PRESIDENT, TREASURER, AND EXECUTIVE DIRECTOR REVIEW THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS ANNUALLY REVIEWS ANY POTENTIAL CONFLICT OF INTEREST AT A REGULARLY SCHEDULED MEETING ANY CONFLICTS MUST BE REPORTED TO THE CITY OF MILWAUKEE COMMUNITY BLOCK GRANT ADMINISTRATION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR HAS AN ANNUAL PERFORMANCE REVIEW CONDUCTED BY THE BOARD OF DIRECTORS; THE BOARD ALSO DETERMINES THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN FUNDS HELD BY OTHERS 86,447. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.