2026-07-16T11:16:48-05:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2025-01-01 390806284 LEGAL AID SOCIETY OF MILWAUKEE INC LEGA 4147275300 728 N JAMES LOVELL ST 3RD FLOOR MILWAUKEE WI 53233 STACY GERBER-WARD BOARD PRESIDENT 4147275300 2026-06-29 1 QUINN DUGAN P02267768 6082741980 2026-06-29 2025 2025-03-06 01:10:19Z STACY GERBER-WARD 728 N JAMES LOVELL ST 3RD FLOOR MILWAUKEE WI 53233 5793614 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. 15 15 64 18 0 0 5486183 5481143 0 0 170584 188631 21519 84244 5678286 5754018 0 0 0 0 4858467 4736734 0 0 62399 487774 496203 5346241 5232937 332045 521081 6859658 7505819 196655 80601 6663003 7425218 PROVIDE LEGAL SERVICES TO LOW INCOME PERSONS. 0 0 2669796 0 0 GUARDIAN AD LITEM - PROVIDES LEGAL REPRESENTATION TO INDIGENT MINORS IN MILWAUKEE COUNTY. 2078272 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. 0 0 0 EVICTION FREE MILWAUKEE (EFM) - PROVIDES LEGAL REPRESENTATION TO INDIVIDUALS FIGHTING EVICTION FROM THEIR HOMES. 4748068 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 8 0 64 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 WI X LINDA ANICK 4147275300 728 N JAMES LOVELL ST 3RD FLOOR MILWAUKEE WI 53233 STACEY C GERBER WARD PRESIDENT 1.00 X X 0 0 0 NORA M PLATT VICE PRESIDENT 1.00 X X 0 0 0 PATRICK DUNPHY TREASURER 1.00 X X 0 0 0 GUY R TEMPLE SECRETARY 1.00 X X 0 0 0 DANIEL D BLINKA SECRETARY (THRU JUNE 2025) 1.00 X X 0 0 0 ANTHONY ANZELMO MEMBER 1.00 X 0 0 0 SUNELLA JONES ASH MEMBER (THRU JUNE 2025) 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 JOSHUA GIMBEL MEMBER 1.00 X 0 0 0 JACOB HAMBURGER 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 S EDWARD SARSKAS MEMBER (THRU JUNE 2025) 1.00 X 0 0 0 CHRISTOPHER SCHREIBER MEMBER 1.00 X 0 0 0 PETER J STONE 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 179750 0 2451 ANNE ABELL OLSON MANAGING ATTORNEY 40.00 X 116073 0 1777 NICHOLAS TOMAN MANAGING ATTORNEY 40.00 X 110295 0 1929 406118 0 6157 3 0 1 0 0 149116 203854 3517511 1610662 5481143 88954 88954 99677 0 99677 99677 99677 39596 203854 39596 0 84244 84244 84244 5754018 0 0 272875 182201 118431 63770 3884221 3604216 271087 8918 343726 323705 19011 1010 326586 299445 26410 731 33504 22725 1380 9399 16972 16972 75050 50905 3090 21055 13534 11044 1142 1348 40854 35810 2131 2913 32163 21816 1324 9023 174062 162151 11330 581 10890 10330 560 11208 10929 279 6218 5611 578 29 DUES AND SUBSCRIPTIONS 42290 40301 1911 78 EQUIPMENT MAINTENANCE A 17440 16393 996 51 COURT COSTS 12925 12925 9093 1331 499 7263 5232937 4748068 422470 62399 527 527 2797662 3863237 415693 272411 45441 44080 448396 448396 0 0 2473421 2762209 1126914 563355 6859658 7505819 26562 29570 41903 41903 128190 9128 196655 80601 X 5396700 6642878 1266303 782340 6663003 7425218 6859658 7505819 X 521081 142571 98563 X X 0 1 X 1 0 X 3935946 5594606 5897690 5486183 5481143 26395568 3935946 5594606 5897690 5486183 5481143 26395568 26395568 32678 35768 106211 137372 88954 400983 140354 140354 3958 24712 17789 21519 84244 152222 27089127 23602 0.97440 0.97080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1000806 108569 545214 10006 554154 936222 108501 43917 1000806 884249 86447 34474 936222 1083744 -157014 42481 884249 957473 166224 30378 1083744 0.00000 0.00000 1.00000 1 0 274187 274187 0 174209 174209 0 0 BENEFICIAL INTEREST IN FUNDS HELD BY OTHERS 554154 OPERATING LEASE RIGHT OF USE ASSET 9201 563355 OPERATING LEASE OBLIGATION - ST 5142 OPERATING LEASE OBLIGATION - LT 3986 9128 X 5919213 142571 39596 182167 5737046 16972 16972 5754018 5255561 39596 39596 5215965 16972 16972 5232937 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, 2025 OF $41,903 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 39,596. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 39,596. FALL LUNCHEON 243450 203854 39596 4097 20087 1024 14388 243450 203854 39596 4097 20087 1024 14388 39596 0 X 0 0 0 0 0 0 0 0 0 COLLEEN FOLEY EXECUTIVE DIRECTOR 179750 0 0 0 0 0 0 0 2451 0 182201 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND ACCOUNTANT RECEIVE A COPY OF THE DRAFT PRIOR TO 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 98,563. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.