Nonprofit · EIN 01-0372129
NORTH AMERICAN LAKE MANAGEMENT SOCIETY
Tax-exempt · MADISON, WI 53705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $675,527 | $652,378 | $23,149 | $888,508 | $113,481 | $775,027 |
| December 31, 2023 | 990 | $899,924 | $707,516 | $192,408 | $829,994 | $89,517 | $740,477 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $22,569
- Program service revenue
- $613,322
- Investment income
- $6,890
- Royalties
- $29,294
- Net income from sales of inventory
- $1,807
- Other revenue
- $32,746
Expenses
- Grants and similar amounts paid
- $14,244
- Compensation of officers, directors and key employees
- $82,654
- Other salaries and wages
- $61,102
- Salaries, compensation and benefits (total)
- $164,722
- Professional fundraising fees
- $0
- Legal fees
- $3,347
- Accounting fees
- $3,356
- Occupancy
- $1,700
- Travel
- $5,081
- Program services (functional)
- $495,108
- Management and general (functional)
- $128,569
- Fundraising (functional)
- $28,701
Balance sheet and other
- Total assets, start of year
- $829,994
- Total assets, end of year
- $888,508
- Total liabilities, end of year
- $113,481
- Net assets, end of year
- $775,027
- Publicly traded securities
- $81,283
- Net assets without donor restrictions
- $657,284
- Net assets with donor restrictions
- $117,743
- Gross unrelated business income
- $7,844
- Gross receipts
- $675,527
- Employees
- 2
- Volunteers
- 25
- Year formed
- 2014
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PHILIP FORSBERG | EXECUTIVE DIRECTOR Officer | 40 | $72,782 | $9,872 |
| KELLIE MERRELL | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| KIYOKO YOKOTA | PAST PRESIDENT (LEFT NOVEMBER) Trustee or director, Officer | 3 | $0 | $0 |
| VICTORIA CHRAIBI | PRESIDENT-ELECT Trustee or director, Officer | 3 | $0 | $0 |
| JULIE CHAMBERS | PRESIDENT-ELECT (JOINED NOV) Trustee or director, Officer | 3 | $0 | $0 |
| SHANNON BRATTEBO | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| DANIELLE WAIN | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| AMY GIANNOTTI | DIRECTOR (LEFT MARCH) Trustee or director | 1 | $0 | $0 |
| BEN RHOADES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN GINN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CALEB OWEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAMILLLE LEBLANC | DIRECTOR (JOINED DECEMBER) Trustee or director | 1 | $0 | $0 |
| DEENA HANNOUN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENDY LOFTON | DIRECTOR (JOINED NOVEMBER) Trustee or director | 1 | $0 | $0 |
| EMILY MAYER | DIRECTOR (JOINED NOVEMBER) Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAY TOEWS | DIRECTOR (LEFT NOVEMBER) Trustee or director | 1 | $0 |
| JEREMY DEEDS | DIRECTOR Trustee or director | 1 | $0 |
| LEE BRYANT | DIRECTOR (LEFT NOVEMBER) Trustee or director | 1 | $0 |
| LIZ FAVOT | DIRECTOR Trustee or director | 1 | $0 |
| MARK ROSENKRANZ | DIRECTOR (LEFT NOVEMBER) Trustee or director | 1 | $0 |
| MIKALA L'HOTE | DIRECTOR Trustee or director | 1 | $0 |
| NICOLE WHITE | DIRECTOR (LEFT NOVEMBER) Trustee or director | 1 | $0 |
| PERRY THOMAS | DIRECTOR (JOINED APRIL) Trustee or director | 1 | $0 |
| RALPH BEDNARZ | DIRECTOR Trustee or director | 1 | $0 |
| SARAH BURNET | DIRECTOR (JOINED NOVEMBER) Trustee or director | 1 | $0 |
| TONY THORPE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PHILIP FORSBERG | EXECUTIVE DIRECTOR Officer | 40 | $66,465 | $7,540 |
| KIYOKO YOKOTA - PRESIDENT | (THRU OCT)/PAST PRES (BEG NOV) Trustee or director, Officer | 3 | $0 | $0 |
| CHRIS MIKOLAJCZYK | PAST PRESIDENT (LEFT OCTOBER) Trustee or director, Officer | 3 | $0 | $0 |
| KELLIE MERRELL - PRES-ELECT | (THRU OCT)/PRESIDENT (BEG NOV) Trustee or director, Officer | 3 | $0 | $0 |
| VICTORIA CHRAIBI | PRESIDENT-ELECT (BEG NOV) Trustee or director, Officer | 3 | $0 | $0 |
| SHANNON BRATTEBO | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| DANIELLE WAIN | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| AMY GIANNOTTI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEN RHOADES | DIRECTOR (BEG OCTOBER) Trustee or director | 1 | $0 | $0 |
| BETH NORMAN | DIRECTOR (THRU OCTOBER) Trustee or director | 1 | $0 | $0 |
| BRIAN GINN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CALEB OWEN | DIRECTOR (BEG OCTOBER) Trustee or director | 1 | $0 | $0 |
| DAVID CASALETTO | DIRECTOR (THRU OCTOBER) Trustee or director | 1 | $0 | $0 |
| DEENA HANNOUN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAY TOEWS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEREMY DEEDS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAUREN ADKINS KNOSE | DIRECTOR (THRU OCTOBER) Trustee or director | 1 | $0 | $0 |
| LEE BRYANT | DIRECTOR (BEG DECEMBER) Trustee or director | 1 | $0 | $0 |
| LIZ FAVOT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK ROSENKRANZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKALA L'HOTE | DIRECTOR (BEG NOVEMBER) Trustee or director | 1 | $0 | $0 |
| NICOLE WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RALPH BEDNARZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TONY THORPE | DIRECTOR (BEG OCTOBER) Trustee or director | 1 | $0 | $0 |
| TREA NANCE | DIRECTOR (THRU OCTOBER) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5443, MADISON, WI 53705-0443
- Principal officer (990 for 2024)
- PHILIP FORSBERG, PO BOX 5443, MADISON, WI 537050443
- Signed the 990
- SHANNON BRATTEBO, TREASURER
- Phone
- (608) 233-2836
- Website
- WWW.NALMS.ORG
- Return prepared by
- WEGNER CPAS LLP
Mission
OUR MISSION IS TO FORGE PARTNERSHIPS AMONG CITIZENS, SCIENTISTS, AND PROFESSIONALS TO FOSTER THE MANAGEMENT AND PROTECTION OF LAKES AND RESERVOIRS FOR TODAY AND TOMORROW.
Program accomplishments
- CONFERENCES - THE SOCIETY COORDINATES VARIOUS CONFERENCES TO PROVIDE AN OPPORTUNITY FOR MEMBERS AND OTHERS TO MEET AND EXCHANGE VIEWS ON TOPICS RELATED TO THE MANAGEMENT AND PROTECTION OF LAKES AND RESERVOIRS. IN 2024, APPROXIMATELY 650 PEOPLE ATTENDED THE SOCIETY'S INTERNATIONAL SYMPOSIUM.Expenses $383,056 · revenue $585,740
- PUBLICATIONS - THE SOCIETY PRODUCES A QUARTERLY MAGAZINE, A SCIENTIFIC JOURNAL, AND A QUARTERLY NEWSLETTER AS WELL AS OTHER PUBLICATIONS FOR DISTRIBUTION AND SALE TO MEMBERS AND OTHERS WITH AN INTEREST IN LAKE, RESERVOIR, AND WATERSHED QUALITY ISSUES. APPROXIMATELY 9,000 PUBLICATIONS ARE DISTRIBUTED ANNUALLY.Expenses $77,151 · revenue $14,149
- OTHER - THE SOCIETY SPONSORS, COSPONSORS, AND/OR ORGANIZES A NUMBER OF SCIENTIFIC, MANAGEMENT, EDUCATION, OUTREACH, AND ADVOCACY PROGRAMS, INCLUDING LAKES APPRECIATION MONTH AND THE SECCHI DIP-IN.Expenses $34,901 · grants $14,244 · revenue $5,589
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 01-0372129
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C033)
- Assets (IRS master file)
- $888,508
- Income (IRS master file)
- $675,527
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $675,527 | $652,378 | $888,508 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $899,924 | $707,516 | $829,994 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $501,936 | $535,659 | $635,090 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0372129).
Questions about NORTH AMERICAN LAKE MANAGEMENT SOCIETY
- What is the EIN of NORTH AMERICAN LAKE MANAGEMENT SOCIETY?
- The employer identification number (EIN) of NORTH AMERICAN LAKE MANAGEMENT SOCIETY is 01-0372129.
- Is NORTH AMERICAN LAKE MANAGEMENT SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to NORTH AMERICAN LAKE MANAGEMENT SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTH AMERICAN LAKE MANAGEMENT SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NORTH AMERICAN LAKE MANAGEMENT SOCIETY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTH AMERICAN LAKE MANAGEMENT SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NORTH AMERICAN LAKE MANAGEMENT SOCIETY?
- The 990 for the year ended December 31, 2024 names PHILIP FORSBERG.
- Who are the officers and directors of NORTH AMERICAN LAKE MANAGEMENT SOCIETY?
- The 990 for the year ended December 31, 2024 lists 26 people; 1 received compensation from the organization, the highest $72,782 (PHILIP FORSBERG, EXECUTIVE DIRECTOR).
- How much revenue does NORTH AMERICAN LAKE MANAGEMENT SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $675,527, expenses of $652,378 and total assets of $888,508 at year end.
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