2025-07-25T15:25:15-05:00 2024-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2024-01-01 391460281 HISTORIC THIRD WARD ASSOCIATION INC HIST 4142731173 525 E CHICAGO STREET UNIT 102 MILWAUKEE WI 53202 JAMES PLAISTED EXECUTIVE DIRECTOR 4142731173 2025-07-25 1 0 KATY L SOMMER P00273273 4142711451 2025-07-24 2024 2025-03-06 01:10:19Z JAMES PLAISTED 525 E CHICAGO STREET UNIT 102 MILWAUKEE WI 53202 819619 0 X WWW.HISTORICTHIRDWARD.ORG X 1976 WI NON-PROFIT NEIGHBORHOOD ASSOCIATION 18 18 4 35 75259 2296 445159 481183 272000 334388 3729 3221 0 827 720888 819619 0 12547 0 0 341157 361405 0 0 0 395354 353552 736511 727504 -15623 92115 543096 587722 275753 228264 267343 359458 NON-PROFIT NEIGHBORHOOD ASSOCIATION 0 0 71963 MARKETING OF THE NEIGHBORHOOD THROUGH THREE MAGAZINE, ADVERTISEMENTS, WEBSITE, MAILING, SOCIAL MEDIA AND THE GUIDE 94358 207921 EVENTS TO PROMOTE THE AREA INCLUDING, CHRISTMAS IN THE WARD, QUARTLEY GALLERY NIGHT & DAY, SHOP THE WARD, COFFEE BREAK, GATHER AND THE ART FESTIVAL 384689 12547 52035 MEMBERSHIP SERVICES INCLUDING INFORMATION, ANNUAL GATHERINGS, ETC. 551010 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 22 0 1 4 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 0 1 1 0 WI X HTWA 4142731173 525 E CHICAGO ST UNIT 102 MILWAUKEE WI 53202 JIM PLAISTED EXECUTIVE DIR. 40.00 X 109926 0 24548 JOSEPH GOODE PRESIDENT 1.00 X X 0 0 0 NATHAN BERNSTEIN VICE PRESIDENT 1.00 X X 0 0 0 LEANN MESTER SECRETARY 1.00 X X 0 0 0 ANN HANNA TREASURER 8/24 1.00 X X 0 0 0 MAL MONTOYA TREASURER THRU 7/24 1.00 X X 0 0 0 JACK LEMMON AT-LARGE 1.00 X X 0 0 0 CARRIE ARROUET DIRECTOR 1.00 X 0 0 0 SHAWNA BALLINGER DIRECTOR 1.00 X 0 0 0 KATHLEEN DOHEARTY PENNISTON DIRECTOR 1.00 X 0 0 0 DANIELLE FUENTES DIRECTOR 1.00 X 0 0 0 SARAH PANCHERI DIRECTOR 1.00 X 0 0 0 MARY SCHANNING DIRECTOR 1.00 X 0 0 0 PAUL SCHWARTZ DIRECTOR 1.00 X 0 0 0 GINA M SPANG DIRECTOR 1.00 X 0 0 0 STACEY STEINBERG DIRECTOR 1.00 X 0 0 0 KATE STRZOK DIRECTOR 1.00 X 0 0 0 SUSAN VARELA DIRECTOR 1.00 X 0 0 0 TRACEY WADSWORTH DIRECTOR 1.00 X 0 0 0 MELISSA WEBER DIRECTOR 1.00 X 0 0 0 109926 0 24548 1 0 0 0 0 431936 49247 481183 PROGRAM EVENT REVENUE 561000 144480 144480 THREE MAGAZINE 541800 75259 75259 CATALANO SQUARE REVENU 532000 62614 62614 MEMBERSHIP DUES & ASSE 541900 52035 52035 334388 3221 3221 OTHER INCOME 900099 827 827 827 819619 259956 75259 3221 12547 12547 131874 89073 42801 181762 121781 59981 8817 8817 17023 11235 5788 21929 14473 7456 6250 6250 44296 42017 2279 78016 78016 55018 38506 16512 10166 10166 15336 14042 1294 32 32 3468 2324 1144 5176 3468 1708 55074 35798 19276 7493 5471 2022 UBIT EXPENSE 664 664 FOOD, VENUE, AND ENTERT 26598 26598 DECORATIONS 9360 9360 WAYFINDING PROJECT 8708 8708 27897 17914 9983 727504 551010 176494 0 102313 89616 184534 297467 15668 14459 1110 310 10134 11606 63668 49206 20335 14462 28000 22000 181002 137802 543096 587722 54697 47607 25492 30006 195564 150651 275753 228264 X 252261 295133 15082 64325 267343 359458 543096 587722 92115 0 X X 0 1 X 1 0 X 406361 456719 431936 445159 481183 2221358 406361 456719 431936 445159 481183 2221358 2221358 897 26 105 3729 3221 7978 36529 54534 1480 827 93370 2322706 885135 0.95640 0.69820 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 36,529. 2021 AMOUNT: $ 54,534. 2022 AMOUNT: $ 1,480. 2024 AMOUNT: $ 827. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46904 32442 14462 16764 16764 0 14462 RIGHT OF USE - OPERATING LEASE, NET OF AMORTIZATION 137802 137802 LEASE LIABILITIES - OPERATING LEASE 150651 150651 X 819619 0 819619 0 819619 727504 0 727504 0 727504 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. HOWEVER, INCOME FROM THE SALE OF ADVERTISING NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. TOTAL UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2024, WAS $663. 0 MILWAUKEE DOWNTOWN INC 301 W WISCONSIN AVE 106 MILWAUKEE WI 53203 391988035 501(C)(3) 12547 0 FMV DOG PARK DONATION 1 FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - THE ORGANIZATION HAS DUES-PAYING MEMBERS, WHOSE BENEFITS CONSIST PRIMARILY OF MARKETING AND PUBLIC RELATIONS. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - MEMBERSHIP ORGANIZATION THAT ELECTS ITS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - AN ANNUAL MEETING IS HELD TO VOTE ON ANY ISSUES THAT THE ENTIRE MEMBERSHIP IS INTERESTED IN. FORM 990, PART VI, SECTION A, LINE 8B LINE 8B EXPLANATION - THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FINANCE COMMITTEE REVIEWS AND APPROVES THE AUDITED FINANCIAL STATEMENT AND PREPARED 990 DOCUMENT. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT REVIEWS AND APPROVES ALL CONTRACTS AND THUS MONITORS ANY CONFLICTS OF INTEREST. THE BOARD IS INFORMED AT THE NEXT REGULARLY SCHEDULED BOARD MEETING IF ANY FINANCIAL ACTIVITY IS RELATED TO A BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE MAKES ALL COMPENSATION RATE CHANGE APPROVALS. THE PRESIDENT OF THE ORGANIZATION DOES A PERSONNEL REVIEW OF THE EXECUTIVE DIRECTOR, WHETHER DOCUMENTED OR UNDOCUMENTED. PRESIDENT, TREASURER, SECRETARY AND PAST-PRESIDENT, APPROVES THE PRESIDENT'S REVIEW. THE BOARD ACCEPTS THE RECOMMENDATIONS OF THE EXECUTIVE COMMITTEE. ALL SALARIES ARE APPROVED VIA THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. FORM 990, PART XII, LINE 2C LINE 2C EXPLANATION - THE FINANCE COMMITTEE REVIEWS AND APPROVES THE AUDITED FINANCIAL STATEMENT AND PREPARED 990 DOCUMENT. HTWA CATALANO SQUARE LLC 525 E CHICAGO STREET 102 MILWAUKEE WI 53202 451026543 PARK RENTALS WI 62614 62486 HISTORIC THIRD WARD ASSOCIATION INC