Wisconsin Fraternal Congress

Registered Principal Details

Business Or Interest:
Fraternal benefit societies active in Wisconsin

Lobbying Interests:
Any legislation or administrative rule which may affect the tax exempt status of fraternal benefit societies or which may impact a financial services provider.

CEO Name:
Lee Berg
Chair, Legislative Committee

Contact
BC
Brian Casey
4321 N Ballard Rd
Appleton, WI 54919
(920) 628-3738
(920) 628-3711
brian.casey@thrivent.com
www.wifraternalcongress.org

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 329
Assembly Bill 329
relating to: the frequency of local lodge meetings.

Bill Text and History

2003 Wisconsin Act 60

For
Notification Date
6/3/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
For
Notification Date
6/3/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Comments
This bill will help increase volunteer activites by fraternal members who want to spend more of their precious time doing good in the community instead of at monthly business meetings of fraternal chapters or lodges.

Budget Bill Subjects

Insurance
Biennial budget bill treatment of matter relating to
Insurance

Notification Date
1/27/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
continuing OCI as an agency

Revenue: Tax Administration
Biennial budget bill treatment of matter relating to
Revenue: Tax Administration

Notification Date
1/27/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Shared Revenue and Property Tax Relief: Local Revenue Options
Biennial budget bill treatment of matter relating to
Shared Revenue and Property Tax Relief: Local Revenue Options

Notification Date
1/27/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
municipal fees for services not rendered; tax exemptions

Topics Not Yet Assigned A Bill Or Rule Number

Continuation of a stand-alone Office of the Commissioner of Insurance
Development, drafting or introduction of a proposal relating to
Continuation of a stand-alone Office of the Commissioner of Insurance

Action Intended To Affect
Legislative Matter

Notification Date
9/2/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

continuation of a stand-alone Office of the Commisssioner of Insurance
Development, drafting or introduction of a proposal relating to
continuation of a stand-alone Office of the Commisssioner of Insurance

Action Intended To Affect
Legislative Matter

Notification Date
9/2/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

tax exemptions for fraternals and nonprofits
Development, drafting or introduction of a proposal relating to
tax exemptions for fraternals and nonprofits

Action Intended To Affect
Legislative Matter

Notification Date
2/3/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

relating to reducing the required frequency of fraternal lodge business meetings
Development, drafting or introduction of a proposal relating to
relating to reducing the required frequency of fraternal lodge business meetings

Action Intended To Affect
Legislative Matter

Notification Date
2/3/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Total Lobbying Effort

  2004
January - June
2004
July - December
Total
Total Lobbying Expenditures 2004
January - June
$15,000.00
2004
July - December
$15,000.00
Total $30,000.00
Total Hours Communicating 2004
January - June
9.80
2004
July - December
1.40
Total 11.20
Total Hours Other 2004
January - June
60.30
2004
July - December
85.60
Total 145.90

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

No legislative bills/resolutions found.

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
36%
2004
July - December
60%
Total 49%

Minor Efforts

(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)

Minor Efforts
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
6%
2004
July - December
20%
Total 14%

Other Matters

Includes time spent on:

  • Gubernatorial nominations
  • Matters on which the organization made no lobbying communication

Other Matters
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
58%
2004
July - December
20%
Total 37%

Filed Statements of Lobbying Activity and Expenditures