Nonprofit · EIN 39-1600531
WESTOWN ASSOCIATION OF MILWAUKEE INC
Tax-exempt · MILWAUKEE, WI 53203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $592,156 | $628,414 | -$36,258 | $148,257 | $5,901 | $142,356 |
| December 31, 2024 | 990 | $640,959 | $630,364 | $10,595 | $190,967 | $12,353 | $178,614 |
| December 31, 2023 | 990 | $596,768 | $544,974 | $51,794 | $177,869 | $9,850 | $168,019 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $233,237
- Membership dues
- $29,373
- Program service revenue
- $355,161
- Investment income
- $4,956
- Net income from fundraising events
- -$4,196
- Other revenue
- -$1,198
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $122,629
- Other salaries and wages
- $118,610
- Salaries, compensation and benefits (total)
- $278,646
- Professional fundraising fees
- $2,500
- Accounting fees
- $21,587
- Occupancy
- $5,460
- Depreciation
- $7,280
- Program services (functional)
- $480,860
- Management and general (functional)
- $129,890
- Fundraising (functional)
- $17,664
Balance sheet and other
- Total assets, start of year
- $190,967
- Total assets, end of year
- $148,257
- Total liabilities, end of year
- $5,901
- Net assets, end of year
- $142,356
- Land, buildings and equipment
- $5,931
- Net assets without donor restrictions
- $142,356
- Gross receipts
- $619,301
- Employees
- 5
- Volunteers
- 40
- Year formed
- 1987
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACIE CALLIES | EXECUTIVE DIRECTOR Officer | 40 | $105,000 | $17,629 |
| MARTY BROOKS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BOBBY WILTGEN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| COURTNEY MORRIS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JOHN HENNESSY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MIKE KENNEY | PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| LISA KURSZEWSKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOAN JOHNSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KIM GUERRERO | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MEG MCKENNA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NICK KOTSONIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEFF SHERMAN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| SUSAN ERTEL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHELLE HAIDER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAKE DEHNE | DIRECTOR Trustee or director | 2 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA LUKIC | DIRECTOR Trustee or director | 2 | $0 |
| MICHELLE MATTSON | DIRECTOR Trustee or director | 2 | $0 |
| KELSEY OTERO | DIRECTOR Trustee or director | 2 | $0 |
| SAMIR SIDDIQUE | DIRECTOR Trustee or director | 2 | $0 |
| MIKE VOGEL | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACIE CALLIES | EXECUTIVE DIRECTOR Officer | 40 | $125,000 | $13,794 |
| MARTY BROOKS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BOBBY WILTGEN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| COURTNEY MORRIS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JOHN HENNESSY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MIKE KENNEY | PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| LISA KURSZEWSKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOAN JOHNSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KIM GUERRERO | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MEG MCKENNA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NICK KOTSONIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEFF SHERMAN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| PAT KRESSIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN ERTEL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHELLE HAIDER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAKE DEHNE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MELISSA LUKIC | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHELLE MATTSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KELSEY OTERO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SAMIR SIDDIQUE | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACIE CALLIES | EXECUTIVE DIRECTOR Officer | 40 | $106,260 | $13,140 |
| MARTY BROOKS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BOBBY WILTGEN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| COURTNEY MORRIS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JOHN HENNESSY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MIKE KENNEY | PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| LISA KURSZEWSKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOAN JOHNSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KIM GUERRO | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MEG MCKENNA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NICK KOTSONIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEFF SHERMAN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| PAT KRESSIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN ERTEL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHELLE HAIDER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TRACIE PARENT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAN ROSENFELD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MELISSA LUKIC | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHELLE MATTSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KELSEY OTERO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SAMIR SIDDIQUE | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 310 W WISCONSIN AVENUE 1450E, MILWAUKEE, WI 53203-2213
- Principal officer (990 for 2025)
- JEFFREY SHERMAN, 310 W WISCONSIN AVENUE 1450E, MILWAUKEE, WI 53203
- Signed the 990
- JEFFREY SHERMAN, PRESIDENT
- Phone
- (414) 276-6696
- Website
- WWW.WESTOWN.ORG
- Return prepared by
- REILLY PENNER & BENTON LLP
Mission
THE ORGANIZATION CHAMPIONS SOCIAL AND ECONOMIC DEVELOPMENT OF THE WESTOWN AND SURROUNDING NEIGHBORHOOD THROUGH SPECIAL EVENT MARKETING, BUSINESS RESOURCES, GROWTH INITIATIVES AND PUBLIC/PRIVATE PARTNERSHIPS THAT IMPROVE THE QUALITY OF LIFE AND VITALITY OF THE DISTRICT.
Program accomplishments
- ENHANCED WESTOWN AND SURROUNDING NEIGHBORHOOD THROUGH A DIVERSE MIXTURE OF RESIDENTIAL, RETAIL, COMMERCIAL AND ENTERTAINMENT CHOICES. 2025 PROGRAM EVENTS INCLUDE: ST PATRICK'S DAY PARADE AND NIGHT MARKET.Expenses $480,860 · revenue $355,161
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 | 990 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
- 39-1600531
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S20Z)
- Assets (IRS master file)
- $148,257
- Income (IRS master file)
- $619,301
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $592,156 | $628,414 | $148,257 | XML |
| 990 | December 2024 | $640,959 | $630,364 | $190,967 | XML |
| 990 | December 2023 | $596,768 | $544,974 | $177,869 | XML |
| 990 | December 2022 | $470,657 | $466,741 | $117,208 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 39-1600531).
Questions about WESTOWN ASSOCIATION OF MILWAUKEE INC
- What is the EIN of WESTOWN ASSOCIATION OF MILWAUKEE INC?
- The employer identification number (EIN) of WESTOWN ASSOCIATION OF MILWAUKEE INC is 39-1600531.
- Is WESTOWN ASSOCIATION OF MILWAUKEE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to WESTOWN ASSOCIATION OF MILWAUKEE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTOWN ASSOCIATION OF MILWAUKEE INC 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 WESTOWN ASSOCIATION OF MILWAUKEE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTOWN ASSOCIATION OF MILWAUKEE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WESTOWN ASSOCIATION OF MILWAUKEE INC?
- The 990 for the year ended December 31, 2025 names JEFFREY SHERMAN.
- Who are the officers and directors of WESTOWN ASSOCIATION OF MILWAUKEE INC?
- The 990 for the year ended December 31, 2025 lists 20 people; 1 received compensation from the organization, the highest $105,000 (STACIE CALLIES, EXECUTIVE DIRECTOR).
- How much revenue does WESTOWN ASSOCIATION OF MILWAUKEE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $592,156, expenses of $628,414 and total assets of $148,257 at year end.
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