EIN 39-0711690

Wisconsin Bankers Association

IRS 501(c) type
501(c)(6)
Num. employees
26
Year formed
1892
Most recent tax filings
2023-05-01
NTEE code, primary
Description
The Wisconsin Bankers Association actively advocates, educates, and supports its members to positively impact the communities they serve. The association sets the standard for timely, high quality education designed for its membership. Expertly led programs focus on hot legislative topics. Additionally, the organization offers several compliance informational resources, including a legal call program that responds to general inquiries from members only.
Total revenues
$6,098,518
2023
Total expenses
$5,597,986
2023
Total assets
$12,061,671
2023
Num. employees
26
2023

Program areas at Wisconsin Bankers Association

Legislative advocacy: on an annual basis, Wisconsin Bankers Association monitors thousands of legislative proposals, hundreds of administrative rules and advocates for member interests at both the state and federal level. These efforts increase the competitive capabilities of Wisconsin financial institutions.
Legal and regulatory information: Wisconsin Bankers Association offers several compliance informational resources for our members only. The most notable resource is our legal call program where the organization responds to general compliance inquiries from members. The organization also publishes the monthly wba compliance journal and the compliance q&a column monthly for Wisconsin banker. In addition, the organization publishes monthly the sba regulatory spotlight which is sold to several other state banker associations.
Education: Wisconsin Bankers Association continues to set the standard for providing timely, high quality education specifically designed for our membership. Our programs leverage the talents of experts in the field of banking and focus on hot legislative and regulatory trends for the economic and business climate in our state. We bring ease of use to members with the organization's many webinars, phone seminars and online courses while still providing valuable networking opportunities with the organization's conferences, schools, seminars and workshops.

Grants made by Wisconsin Bankers Association

GranteeGrant descriptionAmount
Wisconsin Alliance for ReformGeneral Donation$54,000
The Jobs First CoalitionGeneral Donation$50,000
WMC Issues Mobilization CouncilGeneral Donation$25,000
...and 2 more grants made

Personnel at Wisconsin Bankers Association

NameTitleCompensation
Joseph (Joe) PeikertVice Chair
Rose M Oswald PoelsPresident and Chief Executive Officer$403,895
Michael SemmannExecutive Vice President and Chief Operating Officer / Senior Vice President and Chief Operating Officer$228,041
Sandra GieseVice President Finance and Administration$132,425
Heather MacKinnonVice President Legal$125,010
...and 15 more key personnel

Financials for Wisconsin Bankers Association

RevenuesFYE 05/2023
Total grants, contributions, etc.$81,750
Program services$5,120,494
Investment income and dividends$46,031
Tax-exempt bond proceeds$0
Royalty revenue$118,751
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$731,492
Total revenues$6,098,518

Form 990s for Wisconsin Bankers Association

Fiscal year endingDate received by IRSFormPDF link
2023-052024-04-15990View PDF
2022-052023-04-17990View PDF
2021-052022-04-15990View PDF
2020-052021-06-30990View PDF
2019-052020-08-20990View PDF
...and 9 more Form 990s
Data update history
May 20, 2024
Posted financials
Added Form 990 for fiscal year 2023
May 20, 2024
Updated personnel
Identified 4 new personnel
June 15, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 13, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 13, 2023
Updated personnel
Identified 4 new personnel
Nonprofit Types
Grantmaking organizationsTrade associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Business and industry
Characteristics
MembershipsState / local levelEndowed support
General information
Address
4721 S Biltmore LN
Madison, WI 53718
Metro area
Madison, WI
County
Dane County, WI
Website URL
wisbank.com/ 
Phone
(608) 441-1200
Facebook page
Wisbank 
Twitter profile
@wisbank 
IRS details
EIN
39-0711690
Fiscal year end
May
Taxreturn type
Form 990
Year formed
1892
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813910: Trade Associations
Parent/child status
Central organization
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