2024-03-08T14:43:42-06:00 2023-08-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2022-09-01 391044089 COLLEGEREADY INC COLL 9208579088 715 SUPERIOR ROAD SUITE 102 GREEN BAY WI 54311 MARK FISCHER TREASURER 9208579088 2024-03-01 1 MARK FISCHER 999009999 0 KRISTEN DONLEVY P01670215 4144761880 2024-03-01 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRENT ROUBAL 715 SUPERIOR ROAD SUITE 102 GREEN BAY WI 54311 2324248 0 X HTTPS://COLLEGEREADYWI.ORG/ X 1962 WI COLLEGEREADY ENCOURAGES AND INVESTS IN AREA STUDENTS TO SUCCEED IN HIGHER EDUCATION. 13 13 9 86 0 0 508660 467180 3000 3000 579225 137370 0 0 1090885 607550 352486 371568 0 0 416603 434558 0 0 57083 160677 161974 929766 968100 161119 -360550 8435239 8611132 74289 76929 8360950 8534203 THROUGH SCHOLARSHIPS AND COLLEGE READINESS PROGRAMMING, WE CREATE HOPE AND BRIGHTER FUTURES FOR YOUTH OF ALL BACKGROUNDS IN NORTHEAST WISCONSIN. 0 0 548004 371568 3000 SCHOLARSHIPS - WE HELP DESERVING LOCAL STUDENTS WITH FINANCIAL NEED ACHIEVE THEIR COLLEGE AND CAREER DREAMS THROUGH SCHOLARSHIPS. THIS PAST YEAR WE SUPPORTED 167 LOCAL STUDENTS WITH FINANCIAL AWARDS. RECIPIENTS ARE CHOSEN THROUGH A COMPREHENSIVE PROCESS, WHICH EVALUATES THEIR ACADEMIC ACHIEVEMENT, COMMUNITY INVOLVEMENT, LEADERSHIP, AND PARTICIPATION IN EXTRACURRICULAR ACTIVITIES. IN ADDITION, WE COUNSEL ALL AREA HIGH SCHOOL SENIORS ON HOW TO FIND AND PREPARE FOR OTHER SCHOLARSHIP OPPORTUNITIES, AS WELL AS UNDERSTAND THE COMPONENTS OF A QUALITY POSTSECONDARY EDUCATION. 185475 0 0 COLLEGE READINESS - OUR NEW SCHOLARS PROGRAM HELPS AREA STUDENTS OVERCOME POVERTY WITH THE POWER OF EDUCATION. THROUGH A CURRICULUM BUILT TO IMPROVE THEIR READING, WRITING, AND CHARACTER DEVELOPMENT, WE HELP YOUTH FROM LOW-INCOME BACKGROUNDS BECOME THE FIRST IN THEIR FAMILY TO ATTEND AND GRADUATE FROM COLLEGE. FROM 6TH GRADE THROUGH 12TH GRADE, WE HELP THESE STUDENTS ON THEIR PATH TO HIGHER EDUCATION AND PREPARE THEM FOR ACCEPTANCE INTO COLLEGE. THIS PAST YEAR WE SERVED 178 STUDENTS WHO EXCEEDED THEIR PEERS ON STANDARDIZED TEST SCORES, HIGH SCHOOL GRADUATION, AND POSTSECONDARY ENROLLMENT. 733479 1 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X JENNY TICE 9208579088 715 SUPERIOR RD SUITE 102 GREEN BAY WI 54311 SUSAN SCHOENBERGER PRESIDENT 2.00 X X 0 0 0 CLAIRE WILLIAMS VICE PRESIDENT 2.00 X X 0 0 0 MARK FISCHER TREASURER 2.00 X X 0 0 0 CINDY ZUEGE SECRETARY 2.00 X X 0 0 0 BENJAMIN HAYES BOARD MEMBER 1.00 X 0 0 0 MIKE HOGAN BOARD MEMBER 1.00 X 0 0 0 JENNIFER JONES BOARD MEMBER 1.00 X 0 0 0 MARIA LARA BOARD MEMBER 1.00 X 0 0 0 FABIOLA RIZO BOARD MEMBER 1.00 X 0 0 0 HEATHER SEABORN BOARD MEMBER 2.00 X 0 0 0 MELISSA VAN GHEEM BOARD MEMBER 1.00 X 0 0 0 DAVID VAN STRATEN BOARD MEMBER 1.00 X 0 0 0 LORA WARNER BOARD MEMBER 1.00 X 0 0 0 BRENT ROUBAL EXECUTIVE DIRECTOR 40.00 X 107906 0 14476 JENNIFER TICE OPERATIONS DIRECTOR 40.00 X 66263 0 8664 174169 0 23140 1 0 0 0 0 467180 467180 ADMINISTRATIVE FEES 611710 3000 3000 3000 154571 154571 1699497 1716698 -17201 -17201 -17201 607550 3000 0 137370 371568 371568 212596 73404 95469 43723 176910 170081 6829 3710 3710 12741 12741 28601 18591 7150 2860 12045 12045 37496 37496 19389 15318 3102 969 2077 1664 115 298 17513 8763 1603 7147 25285 21372 2982 931 20931 16535 3349 1047 3805 3767 29 9 2536 1640 797 99 FOOD AND EVENTS 14325 14325 MISCELLANEOUS 6572 6572 968100 733479 177538 57083 51164 33490 273556 182669 10500 6644 6764 7203750 7471816 885759 910752 3866 5641 8435239 8611132 27654 30294 3500 3500 43135 43135 74289 76929 X 4586606 4682350 3774344 3851853 8360950 8534203 8435239 8611132 X -360550 529145 4658 X 0 1 X 1 0 X 339704 444973 478321 508660 467180 2238838 339704 444973 478321 508660 467180 2238838 689743 1549095 154984 151923 101592 109421 154571 672491 4218 4092 8310 2919639 15000 0.53060 0.49630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 4,218. 2019 AMOUNT: $ 4,092. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 910752 F 910752 1102425 529145 3226 532371 570054 37496 37496 607550 929172 3226 3226 925946 37496 4658 42154 968100 PART IV, LINE 2B: COLLEGEREADY, INC. HAS AN AGENCY RELATIONSHIP WITH SEVERAL ORGANIZATIONS WHEREBY COLLEGEREADY, INC. RECEIVES DONATIONS AND PAYS OUT SCHOLARSHIPS ON BEHALF OF THESE ORGANIZATIONS. COLLEGEREADY, INC. RECEIVES ADMINISTRATIVE FEES FROM THESE ORGANIZATIONS FOR HANDLING THESE FUNDS FOR THEM. ALL REVENUES AND EXPENSES ARE REPORTED IN A FISCAL AGENCY LIABILITY ACCOUNT. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECOVERY OF PRIOR YEAR GRANTS NETTED WITH GRANT EXPENSE 4,658. 1 SCHOLARSHIPS PAID IN FISCAL YEAR 2022 167 371568 PART I, LINE 2: VERIFICATION OF BUDGETED AMOUNTS TO ACTUAL AS WELL AS FINANCE COMMITTEE OVERSIGHT. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR PLANNING THE ACTIVITIES AND DIRECTION OF THE BOARD, ACTING ON BEHALF OF THE BOARD AT TIMES WHEN THE BOARD DOES NOT OR CANNOT MEET. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE BOARD'S OFFICERS; THE PRESIDENT, VICE-PRESIDENT, SECRETARY, AND TREASURER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS INITIALLY REVIEWED BY THE TREASURER AND FINANCE COMMITTEE AND THEN PRESENTED IN DRAFT FORM TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL BY FORMAL VOTE. FOLLOWING BOARD APPROVAL IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD WITH EACH BOARD MEMBER ASKED TO REAFFIRM THEIR COMMITMENT BY SIGNING THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ANNUAL SALARY FOR THE EXECUTIVE DIRECTOR IS DISCUSSED AND APPROVED BY THE BOARD OF DIRECTORS BASED ON PERFORMANCE FACTORS AND COMPARABLE SALARIES FOR SIMILAR POSITIONS IN THE MARKET. THE COMPENSATION OF OTHER KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR BASED ON PERFORMANCE AND ANTICIPATED BUDGETS WHICH ARE REVIEWED BY THE FINANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. A LOCAL NON-PROFIT SURVEY IS USED FOR SALARY BENCHMARKS. OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS DO NOT RECEIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 OUR LATEST 990 IS AVAILABLE ON OUR WEBSITE, ON WWW.GUIDESTAR.ORG, AND UPON REQUEST. FORM 990, PART XI, LINE 9: RECOVERY OF PRIOR YEAR GRANTS NETTED AGAINST GRANT EXPENSES 4,658.