UNITED MIGRANT OPPORTUNITY SERVICES INCORPORATED: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UNITED MIGRANT OPPORTUNITY SERVICES INCORPORATED (EIN 39-1047172)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-29
- IRS object ID
- 202440609349301029
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-29T16:19:16-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391648207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA & ORENDORFF LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10411 CORPORATE DR SUITE 104 | AddressLine1Txt |
| City | PLEASANT PRAIRIE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391047172 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED MIGRANT OPPORTUNITY SERVICES | BusinessNameLine1Txt |
| Business Name Line2 | UMOS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 4143896000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 S CHASE AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSE MARTINEZ | PersonNm |
| Person Title | INTERIM CEO | PersonTitleTxt |
| Phone | 4143896015 | PhoneNum |
| Signature | 2024-02-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSE | PersonFirstNm |
| Person Last | MARTINEZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE S HEDDEN | PreparerPersonNm |
| PTIN | P00744376 | PTIN |
| Phone | 2626577716 | PhoneNum |
| Preparation | 2024-02-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMOS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSE MARTINEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 S CHASE AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $74,441,444 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UMOS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | UMOS, A NON-PROFIT ADVOCACY ORGANIZATION, PROVIDES PROGRAMS AND SERVICES WHICH IMPROVE THE EMPLOYMENT, EDUCATIONAL, HEALTH AND HOUSING OPPORTUNITIES OF UNDER-SERVED POPULATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 1789 | TotalEmployeeCnt |
| Total Volunteers | 550 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $52,534,776 | PYContributionsGrantsAmt |
| CY Contributions Grants | $72,329,862 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $197,015 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $257,380 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$158,932 | PYInvestmentIncomeAmt |
| CY Investment Income | $141,286 | CYInvestmentIncomeAmt |
| PY Other Revenue | $803,275 | PYOtherRevenueAmt |
| CY Other Revenue | $1,352,211 | CYOtherRevenueAmt |
| PY Total Revenue | $53,376,134 | PYTotalRevenueAmt |
| CY Total Revenue | $74,080,739 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $5,969,400 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,214,543 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $42,596,151 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,761,581 | PYOtherExpensesAmt |
| CY Other Expenses | $25,039,705 | CYOtherExpensesAmt |
| PY Total Expenses | $54,976,124 | PYTotalExpensesAmt |
| CY Total Expenses | $73,605,256 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,599,990 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $475,483 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,248,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,495,640 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,671,486 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,442,936 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,577,221 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,052,704 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UMOS, A NON-PROFIT ADVOCACY ORGANIZATION, PROVIDES PROGRAMS AND SERVICES WHICH IMPROVE THE EMPLOYMENT, EDUCATIONAL, HEALTH AND HOUSING OPPORTUNITIES OF UNDER-SERVED POPULATIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $12,259,570 | ExpenseAmt |
| Revenue | $125 | RevenueAmt |
| Desc | UMOS CONTINUED TO OPERATE PROGRAMS RELATED TO WORKFORCE DEVELOPMENT, WHICH OFFERS EMPLOYMENT AND TRAINING SERVICES TO UNDERSERVED, DIVERSE POPULATIONS. THE AGENCY ENTERED INTO ITS 24TH YEAR ADMINISTERING THE WISCONSIN WORKS (W-2) PROGRAM. THE PROGRAM PROVIDES CASH ASSISTANCE TO FAMILIES WHICH PARENTS PREPARE FOR AND LOOK FOR WORK. UMOS IS IN ITS 13TH YEAR OPERATING TRANSITIONAL JOBS PROGRAMS IS SEVERAL WI REGIONS. DURING FY 2022-2023, UMOS PLACED MORE THAN 1,000 INDIVIDUALS INTO JOBS AND ASSISTED MORE THAN 2,500 WITH TRAINING, EDUCATION, WORK EXPERIENCE, AND SUPPORTIVE SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $40,551,967 | ExpenseAmt |
| Desc | UMOS' CHILD DEVELOPMENT SERVICES INCLUDE MIGRANT AND SEASONAL HEAD START AND MIGRANT CHILD CARE THROUGH WHICH THE AGENCY SERVED OVER 700 CHILDREN DURING THE MOST RECENTLY COMPLETED CALENDAR YEAR (2022) IN TEXAS, WISCONSIN, AND MISSOURI, COMBINED. THE AGENCY MAINTAINS A FIVE-STAR RATING, THE HIGHEST GIVEN BY THE YOUNGSTAR QUALITY RATING SYSTEM, FROM THE WISCONSIN DEPARTMENT OF CHILDREN AND FAMILIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,218,063 | ExpenseAmt |
| Grant | $5,969,400 | GrantAmt |
| Desc | HOMELESS/SHELTER/FOOD PROGRAMS - PROVIDE TEMPORARY FOOD AND SHELTER TO DISPLACED MIGRANT/SEASONAL FARMWORKERS. FUNDED BY THE UNITED STATES DEPARTMENT OF AGRICULTURE (USDA), UMOS'S FOOD AND FARMWORKER RELIEF (FFWR) PROGRAM PROVIDES A SINGLE 600 DIRECT RELIEF PAYMENT TO FARM WORKERS AND MEATPACKING WORKERS FOR EXPENSES INCURRED DUE TO THE COVID-19 PANDEMIC. THE RELIEF PAYMENT ELIGIBILITY PERIOD FOR FRONTLINE WORKERS IN FARMING ACTIVITIES AND MEATPACKING IS FROM JANUARY 27, 2020, THROUGH MAY 11, 2023, WHICH ENDED THE MAJOR DISASTER DECLARATION RELATED TO COVID-19. THE FFWR PROGRAM OPERATES IN 13 STATES: WISCONSIN, MINNESOTA, OKLAHOMA, IOWA, MISSOURI, ARKANSAS, ILLINOIS, INDIANA, COLORADO, NEBRASKA, KANSAS, FLORIDA, AND TEXAS. FOR FISCAL YEAR 2022-2023 9,949 PARTICIPANTS HAVE BEEN SERVED. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,054,453 | ExpenseAmt |
| Revenue | $257,255 | RevenueAmt |
| Desc | TARGET HIV PREVENTION PROGRAM - PROVIDE HIV TESTING, PREVENTION AND HARM REDUCTION SERVICES. COMMUNITY-BASED PROGRAMS - PROVIDE VARIOUS SOCIAL SUPPORTS AND COMMUNITY EDUCATION/AWARENESS SERVICES. HOUSING AND REHABILITATION PROGRAMS - MANAGE PERMANENT HOUSING UNITS FOR MIGRANT FARM WORKER FAMILIES AND PROVIDE FUNDING FOR REHABILITATION OF HOUSING IN LOW INCOME COMMUNITIES. UMOS OFFERED DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND HUMAN TRAFFICKING VICTIM SERVICES THROUGH ITS LATINA RESOURCE CENTER (LRC). DURING FY 2023, THE LRC REACHED NEARLY 2,000 ADULTS, YOUTH, AND CHILDREN BY PROVIDING CULTURALLY AND LINGUISTICALLY RESPONSIVE VICTIM SERVICES, WHICH INCLUDED PERSONAL/JUSTICE SYSTEM ADVOCACY, TRANSITIONAL HOUSING, IMMIGRATION LEGAL ASSISTANCE, PSYCHO-EDUCATIONAL CHILDREN'S GROUPS, PREVENTION, CRISIS INTERVENTION, AND OTHER SUPPORTS TO LIMITED ENGLISH SPEAKING VICTIMS/SURVIVORS. THE LRC ALSO PROVIDED ANTI-HUMAN TRAFFICKING TRAINING TO LAW ENFORCEMENT AND COMMUNITY ORGANIZATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,054,453 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $257,255 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $66,084,053 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 246 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1789 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE DUDLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4143896000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 S CHASE AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BEN OBREGON | |||||||
| CHAIR | Yes (X) | $0 | $0 | $0 | |||
| MARIA E WATTS | |||||||
| VICE CHAIR | Yes (X) | $0 | $0 | $0 | |||
| NEDDA AVILA | |||||||
| SECRETARY | Yes (X) | $0 | $0 | $0 | |||
| JULIO GUIX | |||||||
| TREASURER | Yes (X) | $0 | $0 | $0 | |||
| MARISELA GALAVIZ | |||||||
| PARLIAMENTAR | $0 | $0 | $0 | Yes (X) | |||
| CYNTHIA GALVAN | |||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | |||
| JOE VILLMOW | |||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | |||
| MARIA BORDA WIESNER | |||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | |||
| JOSE CARRILLO | |||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | |||
| KEVIN MAGEE | |||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL MIKE MILIAM | |||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | |||
| SILVIA PEREZ | |||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | |||
| GUADALUPE WALLY RENDON | |||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | |||
| JOSE RUANO | |||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | |||
| PASTOR JUAN SALINAS JR | |||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | |||
| CESAR SOTELO | |||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | |||
| CARMEN FLORES | |||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | |||
| ESMERALDA BELMARES | |||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | |||
| EARNIE HILL | |||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | |||
| LUPE MARTINEZ | |||||||
| CEO - RETIRE | $201,109 | $0 | $56,812 | Yes (X) | |||
| CELESTINE KOEHN | |||||||
| COO - RETIRE | $191,865 | $0 | $39,002 | Yes (X) | |||
| JOSE MARTINEZ | |||||||
| INTERIM CEO | $175,942 | $0 | $37,407 | Yes (X) | |||
| PARKER RIOS | |||||||
| VICE PRESIDE | $181,193 | $0 | $37,303 | Yes (X) | |||
| DANIEL VIDAS | |||||||
| CFO - RETIRE | $180,943 | $0 | $29,040 | Yes (X) | |||
| BARBARA FELSKE | |||||||
| VICE PRESIDE | $169,243 | $0 | $36,818 | Yes (X) | |||
| KAYE HARTMANN | |||||||
| VICE-PRESIDE | $160,350 | $0 | $35,844 | Yes (X) | |||
| SUSAN ST AMAND | |||||||
| HR DIRECTOR | $131,330 | $0 | $27,843 | Yes (X) | |||
| CHANKHAM CONNER | |||||||
| DEPUTY CFO | $114,078 | $0 | $26,980 | Yes (X) | |||
| HEIDI RATTNER | |||||||
| DEPUTY GEN C | $113,133 | $0 | $26,933 | Yes (X) | |||
| MARIA VALLE | |||||||
| VICE PRESIDE | $110,660 | $0 | $30,809 | Yes (X) | |||
| CLAUDIA FRIAS | |||||||
| HUMAN RESOUR | $106,783 | $0 | $26,615 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,836,629 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $411,406 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HENRICKSEN | |||||
| 3070 GATEWAY RD | BROOKFIELD | WI | 53045 | CONSULTANT | $429,630 |
| UKG INC | |||||
| 900 CHELMSFORD ST | LOWELL | MA | 01851 | HR/PR SYSTEM | $329,381 |
| SILVER SPRING NEIGHBORHOOD CENTER | |||||
| 5460 N 64TH STREET | MILWAUKEE | WI | 53218 | TRANSITION JOBS | $302,144 |
| AAPC AMERICAN ACADEMY HOLDINGS LLC | |||||
| PO BOX 124048 | DALLAS | TX | 753124048 | TECH HIER | $300,311 |
| S&I PROFESSIONALS LLC | |||||
| PO BOX 20924 | MILWAUKEE | WI | 53220 | SECURITY | $249,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $37,008 | FederatedCampaignsAmt |
| Government Grants | $72,292,854 | GovernmentGrantsAmt |
| Noncash Contributions | $902,105 | NoncashContributionsAmt |
| Total Contributions | $72,329,862 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| LOW INCOME HOUSING | $188,169 | $188,169 |
| PROGRAM INCOME | $69,211 | $69,211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $257,380 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,286 | TotalRevenueColumnAmt |
| Exclusion | $141,286 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $521,136 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $360,705 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $160,431 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,431 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $160,431 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Total Revenue Column | $1,191,780 | TotalRevenueColumnAmt |
| Exclusion | $1,191,780 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,191,780 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,080,739 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $417,811 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,333,066 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,969,400 | TotalAmt |
| Program Services | $5,969,400 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400,802 | TotalAmt |
| Management And General | $1,400,802 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,009,886 | TotalAmt |
| Program Services | $29,830,300 | ProgramServicesAmt |
| Management And General | $2,179,586 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,185,463 | TotalAmt |
| Program Services | $8,357,505 | ProgramServicesAmt |
| Management And General | $827,958 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,111,954 | TotalAmt |
| Program Services | $943,408 | ProgramServicesAmt |
| Management And General | $1,168,546 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,917,185 | TotalAmt |
| Program Services | $1,782,045 | ProgramServicesAmt |
| Management And General | $135,140 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,740,226 | TotalAmt |
| Program Services | $3,906,804 | ProgramServicesAmt |
| Management And General | $833,422 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,516,782 | TotalAmt |
| Program Services | $1,326,245 | ProgramServicesAmt |
| Management And General | $190,537 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,212,843 | TotalAmt |
| Program Services | $2,212,843 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PARTICIPANT EXPENSES | $7,577,129 | $7,571,701 | $5,428 |
| SUPPLIES | $2,362,957 | $2,136,359 | $226,598 |
| SUBCONTRACTS | $1,044,809 | $1,044,809 | |
| EQUIPMENT MINOR EXPENSES | $736,018 | $731,176 | $4,842 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,802 | TotalAmt |
| Program Services | $271,458 | ProgramServicesAmt |
| Management And General | $548,344 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,605,256 | TotalAmt |
| Program Services | $66,084,053 | ProgramServicesAmt |
| Management And General | $7,521,203 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,234,394 | BOYAmt |
| EOY | $10,500,347 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,619,156 | BOYAmt |
| EOY | $1,754,446 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,912,155 | BOYAmt |
| EOY | $4,396,503 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,142 | BOYAmt |
| EOY | $155,493 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,308 | BOYAmt |
| EOY | $227,038 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,926,617 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,950,078 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,194,552 | BOYAmt |
| EOY | $15,976,539 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,485,274 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,248,707 | BOYAmt |
| EOY | $34,495,640 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,646,402 | BOYAmt |
| EOY | $3,230,894 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,254 | BOYAmt |
| EOY | $5,092,795 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $760,128 | BOYAmt |
| EOY | $705,414 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $827,702 | BOYAmt |
| EOY | $2,413,833 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,671,486 | BOYAmt |
| EOY | $11,442,936 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,577,221 | BOYAmt |
| EOY | $23,052,704 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,577,221 | BOYAmt |
| EOY | $23,052,704 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,248,707 | BOYAmt |
| EOY | $34,495,640 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $475,483 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,668,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,453,734 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,549,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,534,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,329,862 | CurrentTaxYearAmt |
| Total | $232,536,849 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,668,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,453,734 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,549,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,534,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,329,862 | CurrentTaxYearAmt |
| Total | $232,536,849 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $232,536,849 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $117,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,793 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $306,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $358,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,286 | CurrentTaxYearAmt |
| Total | $1,000,961 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,036 | CurrentTaxYearMinus3YearsAmt |
| Total | $64,531 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $142,615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $687,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,191,780 | CurrentTaxYearAmt |
| Total | $2,021,733 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $235,624,074 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,386,271 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 829,953 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,935 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,935 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $73,734,587 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $73,781,522 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $44,028 | CurrentYearMinus3Amt |
| Current Year Minus2 | $52,680 | CurrentYearMinus2Amt |
| Current Year Minus1 | $45,850 | CurrentYearMinus1Amt |
| Current Year | $46,935 | CurrentYearAmt |
| Total | $189,493 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,058,228 | OtherCostOrOtherBasisAmt |
| Book Value | $3,058,228 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,018,625 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,577,985 | DepreciationAmt |
| Book Value | $10,440,640 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,430,388 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,372,093 | DepreciationAmt |
| Book Value | $2,058,295 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $419,376 | OtherCostOrOtherBasisAmt |
| Book Value | $419,376 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,976,539 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $1,489,864 |
| 457 EXECUTIVE PLAN PAYABLE | $923,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,413,833 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $74,441,444 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $360,705 | OtherRevenueAmt |
| Revenue Not Reported | $360,705 | RevenueNotReportedAmt |
| Revenue Subtotal | $74,080,739 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $74,080,739 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $73,965,961 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $360,705 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $360,705 | ExpensesNotReportedAmt |
| Expenses Subtotal | $73,605,256 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $73,605,256 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | RENTAL EXPENSES NETTED ON 990 360,705 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | RENTAL EXPENSES NETTED ON 990 360,705 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | USDA PROGRAM ASSISTANCE | GrantTypeTxt |
| Recipient | 9949 | RecipientCnt |
| Cash Grant | $5,969,400 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| LUPE MARTINEZ | ||||
| CEO - RETIRED | $201,109 | $31,873 | $24,939 | $257,921 |
| CELESTINE KOEHN | ||||
| COO - RETIRED | $191,865 | $17,726 | $21,276 | $230,867 |
| JOSE MARTINEZ | ||||
| INTERIM CEO | $175,942 | $16,131 | $21,276 | $213,349 |
| PARKER RIOS | ||||
| VICE PRESIDENT | $181,193 | $16,027 | $21,276 | $218,496 |
| DANIEL VIDAS | ||||
| CFO - RETIRED | $180,943 | $16,129 | $12,911 | $209,983 |
| BARBARA FELSKE | ||||
| VICE PRESIDENT | $169,243 | $15,542 | $21,276 | $206,061 |
| KAYE HARTMANN | ||||
| VICE-PRESIDENT | $160,350 | $14,568 | $21,276 | $196,194 |
| SUSAN ST AMAND | ||||
| HR DIRECTOR | $131,330 | $6,567 | $21,276 | $159,173 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 4 | FormAndLineReferenceDesc |
| Explanation | LUPE MARTINEZ 0 10,500 0 JOSE MARTINEZ 0 6,520 0 PARKER RIOS 0 6,048 0 DANIEL VIDAS 0 2,500 0 BARBARA FELSKE 0 6,400 0 KAYE HARTMANN 0 6,048 0 MARIA VALLE 0 4,000 0 | ExplanationTxt |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $541,887 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | EQUIPMENT | 13 | $209,208 |
| Yes (X) | IMPROVEMENTS | 4 | $151,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4C | HOMELESS/SHELTER/FOOD PROGRAMS - PROVIDE TEMPORARY FOOD AND SHELTER TO DISPLACED MIGRANT/SEASONAL FARMWORKERS. FUNDED BY THE UNITED STATES DEPARTMENT OF AGRICULTURE (USDA), UMOS'S FOOD AND FARMWORKER RELIEF (FFWR) PROGRAM PROVIDES A SINGLE 600 DIRECT RELIEF PAYMENT TO FARM WORKERS AND MEATPACKING WORKERS FOR EXPENSES INCURRED DUE TO THE COVID-19 PANDEMIC. THE RELIEF PAYMENT ELIGIBILITY PERIOD FOR FRONTLINE WORKERS IN FARMING ACTIVITIES AND MEATPACKING IS FROM JANUARY 27, 2020, THROUGH MAY 11, 2023, WHICH ENDED THE MAJOR DISASTER DECLARATION RELATED TO COVID-19. THE FFWR PROGRAM OPERATES IN 13 STATES: WISCONSIN, MINNESOTA, OKLAHOMA, IOWA, MISSOURI, ARKANSAS, ILLINOIS, INDIANA, COLORADO, NEBRASKA, KANSAS, FLORIDA, AND TEXAS. FOR FISCAL YEAR 2022-2023 9,949 PARTICIPANTS HAVE BEEN SERVED. |
| FORM 990, PAGE 2, PART III, LINE 4D | TARGET HIV PREVENTION PROGRAM - PROVIDE HIV TESTING, PREVENTION AND HARM REDUCTION SERVICES. COMMUNITY-BASED PROGRAMS - PROVIDE VARIOUS SOCIAL SUPPORTS AND COMMUNITY EDUCATION/AWARENESS SERVICES. HOUSING AND REHABILITATION PROGRAMS - MANAGE PERMANENT HOUSING UNITS FOR MIGRANT FARM WORKER FAMILIES AND PROVIDE FUNDING FOR REHABILITATION OF HOUSING IN LOW INCOME COMMUNITIES. UMOS OFFERED DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND HUMAN TRAFFICKING VICTIM SERVICES THROUGH ITS LATINA RESOURCE CENTER (LRC). DURING FY 2023, THE LRC REACHED NEARLY 2,000 ADULTS, YOUTH, AND CHILDREN BY PROVIDING CULTURALLY AND LINGUISTICALLY RESPONSIVE VICTIM SERVICES, WHICH INCLUDED PERSONAL/JUSTICE SYSTEM ADVOCACY, TRANSITIONAL HOUSING, IMMIGRATION LEGAL ASSISTANCE, PSYCHO-EDUCATIONAL CHILDREN'S GROUPS, PREVENTION, CRISIS INTERVENTION, AND OTHER SUPPORTS TO LIMITED ENGLISH SPEAKING VICTIMS/SURVIVORS. THE LRC ALSO PROVIDED ANTI-HUMAN TRAFFICKING TRAINING TO LAW ENFORCEMENT AND COMMUNITY ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | MEMBERSHIP IN THE CORPORATION SHALL BE OPEN TO ANY PERSON WHO SUPPORTS THE PURPOSES OF UMOS AND WHO SIGNIFIES SUCH SUPPORT BY SIGNING A STATEMENT SO INDICATING. MEMBERS MAY RENEW THEIR MEMBERSHIP ANNUALLY, BY SIGNING SUCH RENEWAL STATEMENTS AND RETURN TO THBE SECRETARY WHO SHALL KEEP THEM ON FILE. |
| FORM 990, PAGE 6, PART VI, LINE 7B | ALL PERSONS WHOSE MEMEBRSHIP STATEMENTS ARE FILED PRIOR TO THE BEGINNING OF ANY CORPORATION MEETING SHALL BE ELIGIBLE TO VOTE AT SUCH MEETING ID HE/SHE IS OF LEGAL VOTING AGE, AT LEAST 18 YEARS OR OLDER. IT IS THE GOAL OF UMOS TO ENCOURAGE THE BROADEST POSSIBLE MEMBERSHIP INCLUDING BUT NOT LIMITED TO MIGRANTS, SEASONAL FARM WORKERS, EX-MIGRANTS, REPRESENTATIVES OF INDUSTRIES, BUSINESS, GROWERS, RELIGIOUS AND CIVIC ORGANIZATIONS, PUBLIC OFFICIALS AND CONCERNED INDIVIDUALS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS RECEIVES A PDF COPY OF THE 990. THEY REVIEW AND APPROVE THE 990 BEFORE IT IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ONCE A YEAR BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM THAT WAS DEVELOPED BY THE UMOS CORPORATE ATTORNEY. BOARD MEMBERS ARE INSTRUCTED THAT AMENDMENTS NEED TO BE MADE AS CIRCUMSTANCES CHANGE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | TOP MANAGEMENT OFFICIALS AND KEY PERSONNEL: THE PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT AND KEY PERSONNEL IS GOVERNED BY SECTION 2.2 OF THE UMOS PERSONNEL HANDBOOK AND THE HUMAN RESOURCE PRACTICE OF OBTAINING INDEPENDENT WAGE COMPARABILITY STUDIES. UMOS UTILIZES A STUDY CONDUCTED BY THE AGENCY EXECUTIVES GROUP (MRA), THE NON PROFIT CENTER OF MILWAUKEE AND INDEPENDENCE FIRST. THE CLASSIFICATION OF POSITIONS TAKES INTO CONSIDERATION, AMONG OTHER THINGS, JOB DUTIES, QUALIFICATIONS, REQUIRED EDUCATION AND EXPERIENCE AND POSITION RESPONSIBILITIES. THIS STUDY CATEGORIZES JOB POSITIONS BY TITLE AND PROVIDES COMPARABLE WAGE RATES FOR THE GEOGRAPHIC AREA WHERE IT OPERATES. THE STUDY ENCOMPASSES ALL UMOS POSITIONS INCLUDING ADMINISTRATIVE, EXECUTIVE, MANAGEMENT AND OPERATIONAL PERSONNEL. UMOS UTILIZES THIS DATA TO ADJUST ITS BASE PAY SCALE TO CONFORM TO ANY CHANGES IN THE MARKET. ADDITIONALLY, THIS STUDY IS UTILIZED TO COMPLY WITH THE REQUIREMENTS OF FEDERAL AND STATE CONTRACTS THAT MANDATE THAT UMOS' SALARIES BE CONSISTENT WITH SIMILARLY SITUATED NON-PROFIT RATES. THIS STUDY IS INDEPENDENT, OBJECTIVE AND CONDUCTED IN AN ARM'S LENGTH MANNER. THE HUMAN RESOURCE DEPARTMENT WORKS IN CONJUNCTION WITH THE PERSONNEL COMMITTEE OF THE UMOS BOARD IN UPDATING THE UMOS WAGE SCALE AND CORRESPONDING SALARIES. THE PRESIDENT/CEO THE POSITION OF THE PRESIDENT/CEO IS SIMILARLY GOVERNED BY THE ABOVE MENTIONED POLICY; HOWEVER, THE POSITION IS SUBJECT TO ADDITIONAL REVIEW AND SCRUTINY BY THE EXECUTIVE COMMITTEE OF THE UMOS BOARD. THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE SALARY AND FRINGE BENEFIT STRUCTURE OF THE PRESIDENT/CEO POSITION. THIS PROCESS IS DONE IN CONJUNCTION WITH THE ANNUAL PERFORMANCE EVALUATION OF THE PRESENT/CEO. ANY ADJUSTMENTS ARE ALSO REQUIRED TO BE APPROVED BY THE EXECUTIVE COMMITTEE AND SUBSEQUENTLY REFERRED TO THE FULL BOARD OF DIRECTORS FOR RATIFICATION AND CONCURRENCE. SECTION 2.2 OF THE UMOS PERSONNEL HANDBOOK ALSO PROVIDES PROVISIONS FOR ANNUAL MERIT INCREASES, SALARY ADJUSTMENTS FOR ADDITIONALLY ASSIGNED DUTIES AND ANNUAL COSTS OF LIVING ADJUSTMENTS. FOR THE POSITION OF PRESIDENT/CEO A MERIT INCREASED SALARY ADJUSTMENT OR COLA COST OF LIVING ADJUSTMENT REQUIRES THE APPROVAL OF THE FULL UMOS BOARD OF DIRECTORS. THE POLICY CALLS FOR THE VICE PRESIDENT OF OPERATIONS TO REVIEW AND APPROVE ANY SUCH ADJUSTMENTS FOR ANY OTHER UMOS STAFF. PRIOR TO APPROVAL THE ADJUSTMENTS PROPOSED FOR ANY POSITION ARE REVIEWED AND SCREENED BY THE HUMAN RESOURCE DEPARTMENT FOR APPROPRIATENESS. THE HUMAN RESOURCE DEPARTMENT AND THE CHIEF FINANCIAL OFFICER ARE CHARGED WITH REVIEWING THE SALARIES OF THE EXECUTIVE DIRECTOR AND OTHER EXECUTIVES FOR SPECIAL REQUIREMENTS OR LIMITATIONS SET FORTH IN ANY OF THE UMOS GOVERNMENTAL CONTRACTS. AN EXAMPLE OF SUCH A LIMITATION IS THE LIMITS ON SALARIES IMPOSED BY THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES. UNDER THE UMOS HEAD START CONTRACT THE SALARY OF THE TOP LEVEL POSITIONS MAY NOT EXCEED THE AMOUNT THAT IS ANNUALLY DETERMINED BY DHHS. THE CHIEF FINANCIAL OFFICER AND THE HUMAN RESOURCE DEPARTMENT MONITOR THESE SALARIES THROUGHOUT THE FISCAL YEAR. LASTLY, ANY ACTIONS AND DELIBERATIONS TAKEN BY THE UMOS BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE AND THE PERSONNEL COMMITTEE ARE DOCUMENTED FULLY AND COMPLETELY BY THE MINUTES OF THESE MEETINGS AND ARE MAINTAINED IN THE CORPORATE OFFICE. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SEE NOTES IN SECTION REGARDING THE CEO COMPENSATION |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCS AND CONFLICT OF INTEREST POLICIES ARE NOT DISCLOSED. THE FINANCIAL STATEMENTS ARE ON THE WEBSITE. |
| FORM 990, PART XI, LINE 9 | RENTAL EXPENSES NETTED ON 990 360,705 RENTAL EXPENSES NETTED ON 990 -360,705 |