Wisconsin Form 1952 – Fill Out and Use This PDF

At 1., enter the name of the charitable organization and any trade names or DBA (doing business as) names the organization uses.

At 2., enter the WI Charitable Organization Number.

At 3., enter the Federal Employer Identification Number.

At 4., provide the name and contact information of the individual the Department should contact about this form: First Name, Last Name, Street Address, City, State, Zip Code, Phone and Email.

Mark Yes or No: Did your organization use a professional fundraiser or fundraising counsel during the fiscal year in Wisconsin?

If YES, provide contact information for each fundraiser(s), fund raising counsel(s), or person. Attach additional pages, if necessary.

For each, enter the Name and mark Fundraiser or Fundraising Counsel, then the Street Address, City, State, Zip and Telephone Number, and mark Yes or No for: Does this fundraiser/fundraising counsel/person have custody of contributions at any time.

Mark Yes or No: Has any of the information your organization previously submitted to the division changed? (i.e. name of the organization, address of the principal office, address of any Wisconsin branch officers, accounting period, articles, by-laws, etc.) If YES, attach an explanation and a copy of the amended document.

At 7., enter the organization's fiscal year end date (month, day, and year) as mm dd yyyy, the accounting period for the following financial information.

On line 1, enter Contributions. "Contribution" means a grant or pledge of money, credit, property, or other thing of any kind or value, except used clothing or household goods, to a charitable organization or for a charitable purpose.

Bequests received directly from the public and indirect public support, such as contributions received through solicitation campaigns conducted by federated fundraising agencies like United Way should be included in this amount.

"Contribution" does not include: Income from bingo or raffles conducted under ch. 563, Wis. Stats.; Government grants; Bona fide fees, dues, or assessments paid by a member of a charitable organization, except that, if initial membership in a charitable organization is conferred solely as consideration for making a grant or pledge of money to the charitable organization in response to a solicitation, that grant or pledge of money is a contribution.

On line 2, enter Other Revenues.

On line 3, enter Total Revenue (line 1 plus line 2).

On line 4, enter Expenses: 4a Expenses Allocated to Program Services, 4b Expenses Allocated to Management and General, 4c Expenses Allocated to Fundraising, 4d Expenses Allocated to Payments to Affiliates, and e. Total Expenses on line 4e.

On line 5, enter Excess or Deficit (line 3 minus line 4e). On line 6, enter Net Assets at Beginning of Year. On line 7, enter Other Changes in Net Assets or Fund Balances (See 990, part XI). On line 8, enter Net Assets at End of Year.

Check the box next to the items that are attached to your annual report. Items A., B., and C. are required.

If you are submitting this form with your initial application, DO NOT submit the following attachments. Submit the attachments cited in the application form instead.

A. List of all officers, directors, trustees, and principal salaried employees - The list must include each individual's name, address, and title. Please note that "principal salaried employees" refers to the chief administrative officers of your organization, but does not include the heads of separate departments or smaller units within the organization. B. A list of states that have issued a license, registration, permit, or other formal authorization to the organization to solicit contributions. You can disregard this item if you are attaching an IRS 990 that already includes the requested information.

C. IRS Form #990, 990EZ, or 990-PF. Do not include Schedule B of the 990. If you file an IRS Form 990-N, you cannot use this form. You must complete a Form #308 or Form #1943 instead.

Item D. or E. (or Waiver Application of D. or E.) is required if the contributions received by your organization fall into the described ranges.

D. Audited Financial Statements if the organization received contributions in excess of $1,000,000 during its fiscal year (checked November 8, 2026). The financial statements must be prepared in accordance with generally accepted accounting principles and be accompanied by the opinion of an independent certified public accountant.

E. Reviewed Financial Statements if the organization received contributions in excess of $500,000, but not more than $999,999 during its fiscal year (checked November 8, 2026). The financial statements must be prepared in accordance with generally accepted accounting principles by an independent certified public accountant. Audited financial statements are also acceptable.

The undersigned state and acknowledge that they are duly constituted officers of this organization, and that, under penalties of perjury, they have reviewed this report, including all attachments, and to the best of their knowledge and belief, they are true, correct and complete in accordance with the laws of the State of Wisconsin applicable to this report.

Write the Name (Print), Signature of Officer and Date, AND the Name (Print), Signature of Chief Fiscal Officer and Date.

Return materials to the Department of Financial Institutions Division of Corporate and Consumer Services, Mailing Address: WDFI/ Charitable Orgs Section PO Box 7879 Madison, Wisconsin 53707-7879, or E-Mail: DFICharitableOrgs@dfi.wisconsin.gov.

This document MUST be signed by the chief fiscal officer and another officer. Two different officer signatures required.

An annual financial report must be filed with the division within 12 months after the organization's fiscal year-end.

Failure to complete this application completely and accurately may result in denial or revocation of registration, and any other penalties as provided by law.

If the organization does not meet those criteria, please use form 1943 or form 308.