AUMdb

Wisconsin Bankers Association

EIN 390711690 · 501(c)(6) · Public charity · Madison, WI · recognized 1935

Assets
$13.3M
Revenue
$6.3M
Expenses
$5.8M
Investment income
$119K

Form 990 fiscal year ended 05/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Rose M Oswald Poels President/ceo $426,526 $65,932
Daryll J Lund Executive vp/cos $263,259 $51,130
Lorenzo Cruz Executive vp/cos $168,689 $49,879
Sandra Giese Vp finance & admin $143,188 $26,942
Heather Mackinnon Vp legal $131,065 $25,499
Bill Sennholz Director $0 $0
Daniel Ravenscroft Director $0 $0
Joe Peikert Director $0 $0
Greg Ogren Director $0 $0
Anthony Nguyen Director $0 $0
Thomas Mews Director $0 $0
Jay Mack Director $0 $0
Greg Lundberg Director $0 $0
Ryan Kamphuis Director $0 $0
Shay Horton Director $0 $0
Paul Hoffmann Director $0 $0
Kelly Heroux Director $0 $0
Paul Northway Vice chair $0 $0
Alvaro Araque Chair-elect $0 $0
Donna Hoppenjan Chair $0 $0
Daniel Peterson Past chair $0 $0