2024-10-01T14:38:03-05:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 390806182 WISCONSIN POLICY FORUM INC WISC 4142768240 633 W WISCONSIN AVE 406 MILWAUKEE WI 53203 JASON STEIN PRESIDENT 4142768240 2024-09-30 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2024-09-30 2023 2024-10-15 13:58:12Z JASON STEIN 633 W WISCONSIN AVE 406 MILWAUKEE WI 53203 1704537 0 X WISPOLICYFORUM.ORG X 1932 WI WE CONDUCT IMPARTIAL PUBLIC POLICY RESEARCH AND ANALYSIS TO DRIVE INFORMED DEBATE AND EFFECTIVE DECISION-MAKING IN THE STATE OF WISCONSIN. 13 13 18 71 0 0 987932 1084387 302748 293956 152389 198028 2476 1467 1445545 1577838 15000 15000 0 0 1356793 1345432 0 0 157700 306526 375509 1678319 1735941 -232774 -158103 6797801 7199769 315391 249363 6482410 6950406 X WE CONDUCT IMPARTIAL PUBLIC POLICY RESEARCH AND ANALYSIS TO DRIVE INFORMED DEBATE AND EFFECTIVE DECISION-MAKING IN THE STATE OF WISCONSIN. 0 0 1243396 15000 293956 AS WISCONSIN'S MOST RESPECTED NONPARTISAN POLICY RESEARCH ORGANIZATION, WE AIM TO IMPROVE THE QUALITY OF GOVERNMENT DECISION-MAKING IN WISCONSIN. WE BRING TO LIGHT NEW KNOWLEDGE ON ISSUES IMPORTANT TO STATE GOVERNMENT, LOCAL GOVERNMENT, SCHOOLS, METRO MILWAUKEE, AND WISCONSIN'S ECONOMY. WE PROVIDE IMPARTIAL DATA AND ANALYSIS THAT WILL ALLOWGOVERNMENT LEADERS AND THE PUBLIC TO CONSIDER ALL SIDES OF CRITICAL POLICY ISSUES. WE CREATE AN EFFECTIVE, VISIBLE PLATFORM TO EDUCATE AND INFORM POLICY MAKERS, CIVIC AND BUSINESS LEADERS, THE MEDIA, AND OTHERS.IN 2023, THE WISCONSIN POLICY FORUM PUBLISHED 54 REPORTS COVERING A MIX OF BOTH LOCAL AND STATEWIDE POLICY ISSUES AND OUR WORK WAS COVERED BY MAJOR WISCONSIN MEDIA OUTLETS MORE THAN 750 TIMES. WE ALSO HELD FOUR VIRTUAL PUBLIC POLICY DISCUSSION PROGRAMS THAT ATTRACTED A COMBINED TOTAL OF NEARLY 600 VIEWERS, THREE IN-PERSON POLICY DISCUSSION EVENTS THAT ATTRACTED A COMBINED TOTAL OF MORE THAN 400 ATTENDEES, AND A SALUTE TO LOCAL GOVERNMENT EVENT THAT ATTRACTED CLOSE TO 450 ATTENDEES. 1243396 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X SHELLEY KOBZA O'LEARY ANICK 4147740300 13400 BISHOPS LANE STE 120 BROOKFIELD WI 53005 LEIGH RILEY AT-LARGE MEMBER 1.00 X 0 0 0 PAUL PAPROCKI AT-LARGE MEMBER 1.00 X 0 0 0 DEBORAH TOMCZYK AT-LARGE MEMBER 1.00 X 0 0 0 BRADLEY VIEGUT TREASURER 1.00 X X 0 0 0 GRADY CROSBY CHAIRMAN 1.00 X X 0 0 0 MARK CZARNECKI VICE-CHAIRPERSON 1.00 X X 0 0 0 RANA ALTENBURG AT-LARGE MEMBER 1.00 X 0 0 0 JAMES ARCHAMBO AT-LARGE MEMBER 1.00 X 0 0 0 HELEN GURHOLT AT-LARGE MEMBER 1.00 X 0 0 0 KENNETH MUNSON VICE-CHAIRPERSON 1.00 X X 0 0 0 JENNIFER BOGNAR ZIERER SECRETARY 1.00 X X 0 0 0 SUSAN CALLANAN AT-LARGE MEMBER 1.00 X 0 0 0 ADAM RASCHKA AT-LARGE MEMBER 1.00 X 0 0 0 ROBERT HENKEN PRESIDENT 40.00 X 226300 0 38348 JASON STEIN VICE PRESIDENT & RESEARCH 40.00 X 152626 0 22607 378926 0 60955 2 0 1 0 0 373886 287541 422960 1084387 CONTRACTS 541690 182961 182961 MEETINGS 900099 109569 109569 SUBSCRIPTIONS AND PUBLICATIONS 513120 1426 1426 293956 154775 154775 169952 126699 43253 43253 43253 1467 1467 1467 1577838 293956 0 199495 15000 15000 264648 132324 52930 79394 895433 740802 142929 11702 31031 23355 5239 2437 86624 65197 14625 6802 67696 50951 11429 5316 43237 43237 29371 29371 68435 65134 3301 15953 12006 2694 1253 8594 6468 1451 675 50502 38010 8526 3966 10724 8071 1811 842 115454 66713 5083 43658 162 162 5769 4342 974 453 15311 11523 2586 1202 MEMBERSHIP DUES 3277 3277 8720 3500 5220 1735941 1243396 334845 157700 98476 99449 413390 316264 100057 56776 17017 2488 653 544 9092 16230 91610 91610 117 0 5174763 5695072 120407 139654 863829 873292 6797801 7199769 51448 44247 138630 109975 125313 95141 315391 249363 X 5227108 5618079 1255302 1332327 6482410 6950406 6797801 7199769 X -158103 553563 72536 X 0 1 X 1 0 X 1067247 1111405 1114261 987932 1084387 5365232 1067247 1111405 1114261 987932 1084387 5365232 521572 4843660 145710 152945 232181 170616 154775 856227 5492 1426 868 2476 1467 11729 6233188 1415431 0.77710 0.87060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 741963 72536 28927 785572 909355 -131748 26551 9093 741963 803286 131442 25373 909355 740723 95212 25242 7407 803286 681003 91801 25271 6810 740723 0.00000 0.61313 0.38687 1 0 91610 91610 0 0 BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 785572 FINANCE LEASE RIGHT-OF-USE ASSET 12998 OPERATING LEASE RIGHT-OF-USE ASSET 74722 873292 FINANCING LEASE LIABILITIES 13091 OPERATING LEASE LIABILITIES 82050 95141 2174566 553563 43165 596728 1577838 0 1577838 1706570 0 1706570 29371 29371 1735941 PART V, LINE 4: WISCONSIN POLICY FORUM ESTABLISHED A FUND AT THE GREATER MILWAUKEE FOUNDATION TO INVEST ITS ENDOWMENT ASSETS WHICH SERVE TO FURTHER THE MISSION OF WISCONSIN POLICY FORUM. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 72,536. INVESTMENT FEES -29,371. 1 FELLOWSHIP 2 15000 PART I, LINE 2: THE WISCONSIN POLICY FORUM CLOSELY MONITORS THE WORK OF ITS TWO GRADUATE SCHOOL FELLOWS EACH YEAR. ONE MEMBER OF OUR RESEARCH STAFF IS ASSIGNED TO EACH FELLOW AND MEETS WEEKLY WITH THE FELLOW TO PROVIDE GUIDANCE AND REVIEW THE FELLOW'S PROJECT PLAN AND WORK PRODUCTS. ALSO, THE FINAL OF THREE PAYMENTS TO EACH FELLOW IS NOT MADE UNTIL THE FELLOW HAS DELIVERED HIS OR HER FINAL WORK PRODUCT OR THE PRODUCT IS CLOSE ENOUGH TO COMPLETION THAT THE PRESIDENT OR RESEARCH DIRECTOR HAS APPROVED THE PAYMENT. X X 0 0 0 0 0 0 0 0 0 ROBERT HENKEN PRESIDENT 204300 0 22000 0 0 0 9358 0 28990 0 264648 0 0 0 JASON STEIN VICE PRESIDENT & RESEARCH 142626 0 10000 0 0 0 7318 0 15289 0 175233 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE AT-LARGE EXECUTIVE COMMITTEE MEMBERS SHALL BE APPOINTED BY THE CHAIRPERSON. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE EXECUTIVE COMMITTEE BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE GOVERNING BODY ANNUALLY COMPLETE AND SIGN A FORMAL CONFLICT OF INTEREST STATEMENT WITH ANY POTENTIAL CONFLICTS OF INTEREST TO THE CHAIR. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY: IF THE EXECUTIVE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER THE OPPORTUNITY TO EXPLAIN ALLEGED FAILURE TO DISCLOSE. IF AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE EXECUTIVE COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE MEMBERS OF THE GOVERNING BODY'S EXECUTIVE COMMITTEE APPOINT A SPECIAL COMPENSATION COMMITTEE TO CONDUCT AN ANNUAL REVIEW OF THE PRESIDENT, REVIEW COMPENSATION DATA FOR COMPARABLE POSITIONS AT SIMILAR AGENCIES, AND RECOMMEND A COMPENSATION LEVEL TO THE BOARD CHAIRMAN, WHO IS EMPOWERED TO APPROVE THE COMPENSATION LEVEL FOR INCLUSION IN THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 72,536.