2025-10-24T10:03:32-05:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2024-01-01 391077192 LEGAL ACTION OF WISCONSIN INC LEGA 4142787777 633 W WISCONSIN AVENUE 2000 MILWAUKEE WI 53203 DEEDEE D PETERSON EXECUTIVE DIRECTOR 4142787777 2025-10-23 1 1 SOLOMON MARDAKHAEV P01806552 6105653930 2025-10-23 2024 2025-03-06 01:10:19Z DEEDEE D PETERSON 633 W WISCONSIN AVENUE 2000 MILWAUKEE WI 53203 17143185 0 X WWW.LEGALACTION.ORG X 1965 WI EQUAL JUSTICE FOR OUR LOW-INCOME CLIENTS. 25 25 158 354 0 0 22279376 16660561 13135 106012 38500 242753 14288 133859 22345299 17143185 0 0 0 0 16217732 14570348 0 0 81176 2895058 2647845 19112790 17218193 3232509 -75008 12775521 11864397 7904882 7140553 4870639 4723844 X LEGAL ACTION EXISTS TO PROVIDE CREATIVE, EFFECTIVE, AND HIGH-QUALITY LEGAL REPRESENTATION IN ORDER TO ACHIEVE JUSTICE FOR LOW-INCOME PEOPLE AND OTHERS TO WHOM IT WOULD OTHERWISE BE DENIED. WE ADVOCATE FOR EMPOWERMENT AND SYSTEMIC CHANGE TO HELP OUR CLIENTS REALIZE THEIR BASIC RIGHT TO A DECENT QUALITY OF LIFE. WE STRIVE FOR CLIENT AND COMMUNITY PARTICIPATION IN CARRYING OUT OUR MISSION. 0 0 14285782 0 239871 CIVIL LEGAL SERVICES WERE PROVIDED TO APPROXIMATELY 23,633 LOW-INCOME AND ELDERLY CLIENTS. FOR THE FISCAL YEAR 2024, LEGAL ACTION OF WISCONSIN, INC. RECEIVED VOLUNTEER ATTORNEY SERVICES VALUED AT $1,135,797. 14285782 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 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 1 28 0 158 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X CATHERINE HOEFT 4142787777 633 W WISCONSIN AVENUE 2000 MILWAUKEE WI 53203 ATTY DANIELLE WHITE PRESIDENT 2.00 X X 0 0 0 ATTY TERRY R YOUNG VICE PRESIDENT (THRU APRIL 2025) 2.00 X X 0 0 0 ERIN ANDERSON VICE PRESIDENT 2.00 X X 0 0 0 ATTY ANDREA M DAVENPORT TREASURER 2.00 X X 0 0 0 RAVEN WILSON SECRETARY 2.00 X X 0 0 0 ELIZABETH AKINSANYA DIRECTOR 0.50 X 0 0 0 ATTY TIMOTHY ANGEL DIRECTOR 0.50 X 0 0 0 LUCILLE BERRIEN DIRECTOR 0.50 X 0 0 0 ATTY NATHANIEL CADE JR DIRECTOR 0.50 X 0 0 0 ATTY MICHAEL J DALLY DIRECTOR 0.50 X 0 0 0 ATTY ANNE L DELEO DIRECTOR 0.50 X 0 0 0 ATTY TAJARA DOMMERSHAUSEN DIRECTOR 0.50 X 0 0 0 ATTY HEIDI EGLASH DIRECTOR 0.50 X 0 0 0 ATTY RONALD ENGLISH III DIRECTOR 0.50 X 0 0 0 DENISE FARMER DIRECTOR 0.50 X 0 0 0 ATTY DAVID N FARWELL DIRECTOR 0.50 X 0 0 0 ATTY LISA M GINGERICH DIRECTOR (THRU OCT. 2024) 0.50 X 0 0 0 ATTY ROGER KLOPP DIRECTOR (THRU JUNE 2024) 0.50 X 0 0 0 CELESTA LEIS DIRECTOR 0.50 X 0 0 0 ATTY ERIC J MARKUSEN DIRECTOR 0.50 X 0 0 0 BEN OBREGON DIRECTOR 0.50 X 0 0 0 PRETTY O'DELL DIRECTOR 0.50 X 0 0 0 ATTY MATTHEW O'NEILL DIRECTOR 0.50 X 0 0 0 SARA PEDERSON DIRECTOR 0.50 X 0 0 0 ATTY DAVID B RUSSELL DIRECTOR 0.50 X 0 0 0 ATTY LEON W TODD DIRECTOR 0.50 X 0 0 0 ATTY ANDY WILLIAMS DIRECTOR 0.50 X 0 0 0 ATTY MARK ZIMMER DIRECTOR 0.50 X 0 0 0 CATHERINE HOEFT CHIEF FINANCIAL OFFICER 45.00 X 171760 0 10477 DEEDEE PETERSON EXECUTIVE DIRECTOR 45.00 X 150330 0 32738 KATERINE ALFT MANAGING ATTORNEY 40.00 X 123827 0 46698 LAURENCE DUPUIS DIRECTOR OF LITIGATION AND ADVOCACY 40.00 X 153442 0 23578 NICOLE IRVIN DIRECTOR LEGAL SERVICES 40.00 X 139809 0 43346 KAREN BURNS ROEHL FORCLOSURE DEF. & PREVENTION PROJ. ATTY 40.00 X 132047 0 16126 KATHRYN ALDRICH WAYDICK FAMILY LAW PRIORITY COORDINATOR 40.00 X 125953 0 31776 997168 0 204739 32 0 1 0 THOMSON REUTERS-WEST PUBLISHING 610 OPPERMAN DRIVE EAGAN MN 55123 LEGAL LIBRARY MATERIALS AND UPDATE 104198 1 563278 15538308 558975 16660561 ATTORNEY FEES 541100 106012 106012 106012 242753 242753 133859 133859 133859 17143185 239871 0 242753 365305 365305 10631624 8923776 1649708 58140 306061 282349 22649 1063 2424250 2237996 177831 8423 843108 766146 74079 2883 46800 46800 371506 284463 85518 1525 247866 208917 37841 1108 1069236 872427 191125 5684 177330 143449 33839 42 29519 24086 5276 157 39075 39075 TELEPHONE 155346 126754 27766 826 LIBRARY UPDATE EXPENSES 148448 121126 26533 789 COURT EXPENSES 110998 110998 DUES, FEES & LICENSES 60513 60513 191208 83707 106965 536 17218193 14285782 2851235 81176 4058250 1942934 2798323 1449060 380564 254240 491095 471621 43446 19474 0 3466962 5494938 4731727 12775521 11864397 1644705 1576162 464593 542117 40895 16609 5754689 5005665 7904882 7140553 X 4827193 4704370 43446 19474 4870639 4723844 12775521 11864397 -75008 -71787 0 X 0 1 X 1 1 1 X 11711837 12417576 15463996 22279376 16660561 78533346 11711837 12417576 15463996 22279376 16660561 78533346 78533346 6580 1765 4621 38500 242753 294219 78827565 591411 0.99630 0.99910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 111 0 0 1 70819 0 0 70930 0 PART II-B, LINE 1: LEGAL ACTION OF WISCONSIN, INC. IS FUNDED BY THE FEDERAL LEGAL SERVICES CORPORATION (LSC) AND MULTIPLE OTHER SOURCES TO PROVIDE FREE CIVIL LEGAL AID TO LOW-INCOME PEOPLE. AS PART OF THOSE LEGAL SERVICES, ATTORNEY AND PARALEGAL STAFF MAY RESPOND TO REQUESTS FOR INFORMATION AND ASSISTANCE FROM LEGISLATORS AND GOVERNMENT OFFICIALS. LEGAL ACTION'S RESPONSES TO THOSE REQUESTS ARE MADE ORALLY, IN WRITING, AND/OR BY TESTIMONY BEFORE LEGISLATIVE COMMITTEES OR OTHER BODIES. LEGAL ACTION'S RESPONSES PROVIDE INFORMATION TO LEGISLATORS AND GOVERNMENT OFFICIALS ABOUT HOW EXISTING LAWS AND ADMINISTRATIVE RULES AFFECT CLIENTS. IN ADDITION, LEGAL ACTION LOBBIES FOR STATE FUNDING TO DO ITS WORK. DURING 2024, LEGAL ACTION ATTORNEYS AND PARALEGALS RESPONDED TO REQUESTS FROM LEGISLATORS AND GOVERNMENT OFFICIALS ON THE FOLLOWING MATTERS: THE PREVENTION OF HOMELESSNESS AND POTENTIAL REVISIONS TO LANDLORD-TENANT LAWS; SAFETY NET PROGRAMS SUCH AS UNEMPLOYMENT INSURANCE, W-2, FOODSHARE AND BADGERCARE; POLICIES RELATED TO EXPUNGEMENT; RESTORATION OF DRIVER'S LICENSES; ISSUES RELATED TO WISCONSIN'S MIGRANT FARMWORKERS; PRACTICES RELATED TO PREDATORY LENDERS AND WAGE GARNISHMENTS. 0 1 X 126498 113848 12650 154675 148698 5977 209922 209075 847 19474 RIGHT-OF-USE LEASE ASSETS - OPERATING 4726997 RIGHT-OF-USE LEASE ASSETS - FINANCE 4730 4731727 OPERATING LEASE OBLIGATIONS 5000843 FINANCE LEASE OBLIGATIONS 4822 5005665 X 18207195 -71787 1135797 1064010 17143185 0 17143185 18353990 1135797 1135797 17218193 0 17218193 PART IV, LINE 2B: LEGAL ACTION HOLDS FUNDS IN TRUST FOR CLIENTS AT TIMES. THE BALANCE OF THESE FUNDS ARE NOT AVAILABLE FOR OPERATIONS. THE BALANCE IS RECORDED AS BOTH AN ASSET AND A LIABILITY ON THE STATEMENTS OF FINANCIAL POSITION. PART X, LINE 2: IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE ORGANIZATION DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. X X 0 0 0 0 0 0 0 0 0 NICOLE IRVIN DIRECTOR LEGAL SERVICES 139809 0 0 0 0 0 4340 0 39006 0 183155 0 0 0 DEEDEE PETERSON EXECUTIVE DIRECTOR 150330 0 0 0 0 0 4652 0 28086 0 183068 0 0 0 CATHERINE HOEFT CHIEF FINANCIAL OFFICER 171760 0 0 0 0 0 0 0 10477 0 182237 0 0 0 LAURENCE DUPUIS DIRECTOR OF LITIGATION AND ADVOCACY 153442 0 0 0 0 0 0 0 23578 0 177020 0 0 0 KATERINE ALFT MANAGING ATTORNEY 123827 0 0 0 0 0 3571 0 43127 0 170525 0 0 0 KATHRYN ALDRICH WAYDICK FAMILY LAW PRIORITY COORDINATOR 125953 0 0 0 0 0 3850 0 27926 0 157729 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A UNDER THE LEGAL ACTION OF WISCONSIN, INC. BYLAWS, MEMBERS OF THE GOVERNING BODY ARE APPOINTED BY VARIOUS BAR ASSOCIATIONS AND CLIENT COMMUNITY ORGANIZATIONS. LEGAL ACTION RECEIVES SUBSTANTIAL FEDERAL FUNDING THROUGH THE LEGAL SERVICES CORPORATION (LSC). AS A CONDITION OF RECEIVING THESE FEDERAL FUNDS, LEGAL ACTION'S GOVERNING BODY MEMBERS MUST BE APPOINTED IN ACCORDANCE WITH THE LSC REGULATION 45 C.F.R. 1607 GOVERNING BODIES. THE REGULATION REQUIRES THAT 60%, OR 25 MEMBERS, OF THE GOVERNING BODY BY ATTORNEYS APPOINTED BY STATE, COUNTY, OR MUNICIPAL BAR ASSOCIATIONS. THE REMAINING MEMBERS OF THE GOVERNING BODY MUST BE CLIENT-ELIGIBLE PERSONS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS OF LEGAL ACTION OF WISCONSIN, INC. RECEIVES A COPY OF THE DRAFT ANNUAL IRS FORM 990 "RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX," INCLUDING ALL ATTACHMENTS, PRIOR TO FILING. THE FINANCE COMMITTEE REVIEWS THE DRAFT IRS FORM 990 AND MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. THE CHIEF FINANCIAL OFFICER OR EXECUTIVE DIRECTOR EXECUTE THE IRS FORM 990 AFTER FINANCE COMMITTEE AND BOARD OF DIRECTORS APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE OF LEGAL ACTION OF WISCONSIN, INC. SUBMITS AN ANNUAL STATEMENT AFFIRMING RECEIPT OF THE CONFLICT OF INTEREST POLICY AND AGREEMENT TO COMPLY WITH THE POLICY. PERIODIC REVIEWS ARE CONDUCTED TO ENSURE LEGAL ACTION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES. THE CONFLICT OF INTEREST POLICY OUTLINES THE STEPS TO BE TAKEN IN THE EVENT OF A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE LEGAL ACTION OF WISCONSIN, INC. BOARD OF DIRECTORS ANNUALLY REVIEWS THE EXECUTIVE DIRECTOR'S SALARY. THIS INCLUDES A REVIEW OF COMPARABLE EXPERIENCE LEVEL AND SALARY DATA. THIS REVIEW AND DECISION TAKES PLACE DURING THE BOARD MEETING AND IS DOCUMENTED IN THE MINUTES. OTHER OFFICERS EMPLOYED BY THE ORGANIZATION, SUCH AS THE CFO, ARE COMPENSATED ACCORDING TO THE FIRMWIDE SALARY ADMINISTRATION PLAN, WHICH GOVERNS SALARIES FOR ALL NON-UNION EMPLOYEES. COMPARABILITY DATA IS USED TO SET THE SALARIES OF THESE POSITIONS AND IS PERIODICALLY REVIEWED. THE WRITTEN SALARY PLAN IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. THE BOARD'S REVIEW AND APPROVAL IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 LEGAL ACTION OF WISCONSIN, INC.'S CONFLICT OF INTEREST POLICY FOR OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES, FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION AND COPYING UPON REQUEST IN ACCORDANCE WITH IRS REQUIREMENTS. THE DOCUMENTS FOR THE PREVIOUS THREE YEARS ARE AVAILABLE FOR IN-PERSON INSPECTION BY THE PUBLIC DURING NORMAL OFFICE HOURS AT THE LEGAL ACTION ADMINISTRATIVE OFFICES LOCATED AT 633 W. WISCONSIN AVENUE, SUITE 2000, MILWAUKEE, WI 53203. IN THE CASE OF AN IN-PERSON REQUEST AT A LEGAL ACTION BRANCH OFFICE, STAFF IMMEDIATELY CONTACT THE ADMINISTRATIVE OFFICE FOR A FAXED OR EMAILED COPY. WRITTEN REQUESTS ARE RESPONDED TO WITHIN 30 DAYS. PAPER COPIES ARE PROVIDED FOR A FEE OF $1.00 FOR THE FIRST PAGE AND $0.15 FOR SUBSEQUENT PAGES AND POSTAGE COSTS.