Wisconsin charitable organization annual financial report

File the annual financial report (Form 1952, or Form 1943 for a charity under $5,000 in contributions) with the Department of Financial Institutions within twelve months after the fiscal year ends, with the Form 990; an audit is required above $1 million in contributions.

When: By the last day of the 12th month after the fiscal year ends (the last day of December for a calendar year).
Agency: Wisconsin Department of Financial Institutions
Form: Form 1952 or 1943
Applies to: Nonprofits asking the public for donations in Wisconsin.
Fee: No fee
If missed: Loss of the credential
Source: dfi.wi.gov, read October 22, 2026

Jay explains

Alongside the July 31 credential renewal, a Wisconsin charity files an annual financial report within twelve months after its fiscal year ends, December 31 for a calendar year. There is no fee. Contributions above $1 million require audited statements and between $500,000 and $1 million reviewed ones.

Next dates

For a calendar year company. Shown as the agency states them; if a date falls on a weekend, file before it.

December 31, 2026
December 31, 2027
December 31, 2028

Also in Wisconsin

Wisconsin annual report Wisconsin annual report Wisconsin annual report Wisconsin nonprofit annual report Wisconsin charitable organization credential renewal Wisconsin corporate income tax return Wisconsin corporate estimated tax payment Wisconsin pass through entity return Wisconsin personal income tax return with business income Wisconsin unemployment insurance wage report Wisconsin annual withholding reconciliation Wisconsin sales tax return

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What kind of organization is it?

An LLC's tax treatment decides which federal return it files. Choose the line that matches yours. Nonprofits are covered too.

State of formation

Employees

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Where is it based? The state of the office, or of most of the people

A company based outside its state of formation is registered in both and files in both.

More about the company: other states, payroll, dates, abroad

Company name

Date registered in each other state

Optional. Some states key their report to the day you registered there rather than your date of formation; without it, the formation date stands in and the calendar says so.

Who runs payroll?

Fiscal year ends in

Date of formation

Wisconsin keys its report to this date. Add it and the calendar places it.

Annual revenue

Some taxes start at a revenue threshold.

We pay independent contractors We offer a retirement plan (401(k), SIMPLE, SEP)

Outside the United States We hold a bank or financial account outside the US A person or company outside the US owns 25% or more of it We own 10% or more of a company outside the US We pay people or companies outside the US

Each adds the FinCEN or IRS form that comes with it: the FBAR, Form 5472, Form 5471, Forms 1042 and 1042-S.

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