Wisconsin 2023-2024 Regular Session

Wisconsin Senate Bill SB851

Introduced
12/26/23  
Refer
12/26/23  
Report Pass
2/27/24  

Caption

Financial statements of registered charitable organizations.

Impact

SB851's implications for state laws revolve around the operational ease it may provide to smaller charitable organizations. By raising the contribution thresholds, the bill aims to reduce the regulatory burden on charities that typically operate on limited budgets. However, critics might argue that this could potentially lower the financial scrutiny of larger organizations, which may have substantial contributions and require more rigorous oversight to ensure proper fund allocation. The shift could serve to benefit smaller charities at the legislative level by clarifying expectations and preventing unnecessary paperwork, yet it also poses risks regarding financial transparency for larger entities.

Summary

Senate Bill 851 seeks to amend existing statutes regarding the registration and reporting obligations of charitable organizations in Wisconsin. The bill proposes significant adjustments to the monetary thresholds that determine what types of financial statements charities must file with the Department of Financial Institutions (DFI). Specifically, it increases the threshold requiring a charity to submit a reviewed financial statement from $300,000 to $500,000 and raises the audit requirement threshold from $500,000 to $1,000,000. These changes aim to streamline the reporting process for smaller organizations while still ensuring transparency and accountability in the financial practices of larger charities.

Contention

Discussion surrounding SB851 may highlight concerns about the balance between reducing bureaucratic hurdles and maintaining adequate oversight of charitable organizations. Some legislative members may support the revisions as necessary adjustments recognizing the fiscal realities of many smaller charities, while others could express worries about the long-term implications for financial accountability in more significant, established organizations. Additionally, how the raised thresholds correlate with inflation adjustments and annual income may be points of contention among legislators and stakeholders as they analyze the potential effects on charity governance.

Companion Bills

No companion bills found.

Previously Filed As

WI AB912

Financial statements of registered charitable organizations.

WI HB1532

To Amend The Law Concerning Charitable Organizations; And To Modify The Requirements Concerning Annual Financial Reports Of Charitable Organizations.

WI HB1824

Further providing for registration of charitable organizations, financial reports, fees and failure to file.

WI HB965

Further providing for registration of charitable organizations, financial reports, fees and failure to file.

WI HB72

Business Regulation - Charitable Organizations

WI SB254

Business Regulation - Charitable Organizations

WI S863

Exempts certain volunteer emergency service organizations from charitable contribution filing fees.

WI S2547

Exempts certain volunteer emergency service organizations from charitable contribution filing fees.

WI HB2685

Providing a sales tax exemption for registered charitable organizations.

WI AB488

Charitable organizations: charitable fundraising platforms and platform charities.

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