Wisconsin Policy Forum Inc
- Assets
- $8.1m
- Revenue
- $1.8m
- Investments
- $210.9k
- Employees
- 20
- Location
- Milwaukee, WI
- Founding
- 11/1940
- Data as of
- 12/2021
- EIN
- 39-0806182
Organization Overview
Wisconsin Policy Forum Inc is located in Milwaukee, WI. The organization was established in 1940. According to its NTEE Classification (W22) the organization is classified as: Public Finance, Taxation & Monetary Policy, under the broad grouping of Public & Societal Benefit and related organizations. As of 12/2021, Wisconsin Policy Forum Inc employed 20 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wisconsin Policy Forum Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Wisconsin Policy Forum Inc generated $1.8m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 10.8% each year . All expenses for the organization totaled $1.5m during the year ending 12/2021. While expenses have increased by 13.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
WE CONDUCT IMPARTIAL PUBLIC POLICY RESEARCH AND ANALYSIS TO DRIVE INFORMED DEBATE AND EFFECTIVE DECISION-MAKING IN THE STATE OF WISCONSIN.
Describe the Organization's Program Activity:
Part 3 - Line 4a
AS WISCONSIN'S MOST RESPECTED NONPARTISAN POLICY RESEARCH ORGANIZATION, WE AIM TO IMPROVE THE QUALITY OF GOVERNMENT DECISION-MAKING IN WISCONSIN. WE BRING TO LIGHT NEW KNOWLEDGE ON ISSUES IMPORTANT TO STATE GOVERNMENT, LOCAL GOVERNMENT, SCHOOLS, METRO MILWAUKEE, AND WISCONSIN'S ECONOMY. WE PROVIDE IMPARTIAL DATA AND ANALYSIS THAT WILL ALLOW GOVERNMENT LEADERS AND THE PUBLIC TO CONSIDER ALL SIDES OF CRITICAL POLICY ISSUES. WE CREATE AN EFFECTIVE, VISIBLE PLATFORM TO EDUCATE AND INFORM POLICY MAKERS, CIVIC AND BUSINESS LEADERS, THE MEDIA, AND OTHERS.IN 2021, THE WISCONSIN POLICY FORUM PUBLISHED 52 REPORTS COVERING A MIX OF BOTH LOCAL AND STATEWIDE POLICY ISSUES AND OUR WORK WAS COVERED BY MAJOR WISCONSIN MEDIA OUTLETS MORE THAN 450 TIMES. WE ALSO HELD SIX VIRTUAL PUBLIC POLICY DISCUSSION PROGRAMS THAT ATTRACTED A COMBINED TOTAL OF MORE THAN 750 VIEWERS AND A SALUTE TO LOCAL GOVERNMENT EVENT THAT ATTRACTED CLOSE TO 250 ATTENDEES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rob Henken President | Officer | 40 | $213,935 |
Jason Stein Research Director | 40 | $100,786 | |
Cynthia Rooks Vice Chair | OfficerTrustee | 1 | $0 |
Leigh Riley Board Chair | OfficerTrustee | 1 | $0 |
Bradley Viegut Treasurer | OfficerTrustee | 1 | $0 |
Tom Rettler Secretary | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $355,690 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $370,257 |
| All other contributions, gifts, grants, and similar amounts not included above | $388,314 |
| Noncash contributions included in lines 1a–1f | $8,324 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,114,261 |
| Total Program Service Revenue | $255,330 |
| Investment income | $232,181 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $231,664 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,834,304 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $15,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $245,229 |
| Compensation of current officers, directors, key employees. | $49,045 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $834,986 |
| Pension plan accruals and contributions | $27,771 |
| Other employee benefits | $64,661 |
| Payroll taxes | $60,891 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $33,427 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $31,184 |
| Fees for services: Other | $80,239 |
| Advertising and promotion | $0 |
| Office expenses | $14,927 |
| Information technology | $9,211 |
| Royalties | $0 |
| Occupancy | $39,996 |
| Travel | $5,840 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $16,028 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $4,802 |
| Insurance | $14,573 |
| All other expenses | $15,134 |
| Total functional expenses | $1,515,429 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $37,514 |
| Savings and temporary cash investments | $409,482 |
| Pledges and grants receivable | $313,797 |
| Accounts receivable, net | $13,473 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $1,632 |
| Prepaid expenses and deferred charges | $27,377 |
| Net Land, buildings, and equipment | $18,610 |
| Investments—publicly traded securities | $6,143,766 |
| Investments—other securities | $210,856 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $909,355 |
| Total assets | $8,085,862 |
| Accounts payable and accrued expenses | $54,878 |
| Grants payable | $0 |
| Deferred revenue | $1,430 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $18,651 |
| Total liabilities | $74,959 |
| Net assets without donor restrictions | $6,559,355 |
| Net assets with donor restrictions | $1,451,548 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $8,085,862 |
Grants Recieved
Over the last fiscal year, we have identified 10 grants that Wisconsin Policy Forum Inc has recieved totaling $73,496.
| Awarding Organization | Amount |
|---|---|
Greater Milwaukee Foundation Inc Milwaukee, WI PURPOSE: SUSTAINING SUPPORT | $29,573 |
Greater Milwaukee Foundation Inc Milwaukee, WI PURPOSE: SUSTAINING SUPPORT | $29,573 |
George Kress Foundation Green Bay, WI PURPOSE: IMPARTIAL PUBLIC POLICY RESEARCH FOR WI | $4,300 |
Herbert H Kohl Charities Inc Milwaukee, WI PURPOSE: TO FUND APPROVED PUBLIC CHARITIES | $3,500 |
Joseph And Vera Zilber Charitable Foundation Inc Milwaukee, WI PURPOSE: GENERAL OPERATIONS | $3,000 |
Baird Foundation Inc Milwaukee, WI PURPOSE: HEALTH AND HUMAN SERVICES | $2,000 |
Endowment Analysis
| Beg. Balance | $803,286 |
| Earnings | $131,442 |
| Grants | $25,373 |
| Ending Balance | $909,355 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Government Finance Officers Assn Of The United States & Canada Chicago, IL | $17,477,205 | $16,113,424 |
The Center For Michigan Inc Kalamazoo, MI | $12,882,699 | $11,666,201 |
Wisconsin Policy Forum Inc Milwaukee, WI | $8,085,862 | $1,834,304 |
Transportation Improvement Association Troy, MI | $888,713 | $745,296 |
Truth In Accounting Glencoe, IL | $201,511 | $951,588 |
Wirepoints Corp Wilmette, IL | $737,878 | $709,315 |
Gfoa Endowment Corporation Chicago, IL | $33,873,362 | $530,527 |
John K Maciver Institute For Public Policy Inc Madison, WI | $395,001 | $497,700 |
Minnesota Center For Fiscal Excellence St Paul, MN | $159,829 | $353,285 |
Iowa Taxpayers Association Des Moines, IA | $404,736 | $328,664 |
Minnesota Government Finance Officers Association Chaska, MN | $102,656 | $0 |
National Taxpayers United Of Illinois Chicago, IL | $8,908 | $0 |