2024-02-29T16:19:16-05:00 2023-06-30 391648207 ANDREA & ORENDORFF LLP 10411 CORPORATE DR SUITE 104 PLEASANT PRAIRIE WI 53158 990 2022-07-01 391047172 UNITED MIGRANT OPPORTUNITY SERVICES UMOS UNIT 4143896000 2701 S CHASE AVE MILWAUKEE WI 53207 JOSE MARTINEZ INTERIM CEO 4143896015 2024-02-29 true JOSE MARTINEZ 999009999 false MIKE S HEDDEN P00744376 2626577716 2024-02-29 2022 2023-04-26 12:10:37Z UMOS INC JOSE MARTINEZ 2701 S CHASE AVE MILWAUKEE WI 53207 74441444 false X WWW.UMOS.ORG X 1965 WI UMOS, A NON-PROFIT ADVOCACY ORGANIZATION, PROVIDES PROGRAMS AND SERVICES WHICH IMPROVE THE EMPLOYMENT, EDUCATIONAL, HEALTH AND HOUSING OPPORTUNITIES OF UNDER-SERVED POPULATIONS. 19 19 1789 550 0 52534776 72329862 197015 257380 -158932 141286 803275 1352211 53376134 74080739 5969400 0 37214543 42596151 0 0 17761581 25039705 54976124 73605256 -1599990 475483 27248707 34495640 4671486 11442936 22577221 23052704 X UMOS, A NON-PROFIT ADVOCACY ORGANIZATION, PROVIDES PROGRAMS AND SERVICES WHICH IMPROVE THE EMPLOYMENT, EDUCATIONAL, HEALTH AND HOUSING OPPORTUNITIES OF UNDER-SERVED POPULATIONS. false false 12259570 125 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. 40551967 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. 8218063 5969400 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. 5054453 257255 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. 5054453 257255 66084053 true true false true false false false false false false true false false false true false true false false false false false false false false false false false true true false false false false false false false false true false false false false false false false false true 246 0 true 1789 true false false false false false true true false false false false false false X 19 19 false false false false false true true true true false false true true true true true true true true false WI X RENEE DUDLEY 4143896000 2701 S CHASE AVE MILWAUKEE WI 53207 X BEN OBREGON CHAIR X 0 0 0 MARIA E WATTS VICE CHAIR X 0 0 0 NEDDA AVILA SECRETARY X 0 0 0 JULIO GUIX TREASURER X 0 0 0 MARISELA GALAVIZ PARLIAMENTAR X 0 0 0 CYNTHIA GALVAN DIRECTOR X 0 0 0 JOE VILLMOW DIRECTOR X 0 0 0 MARIA BORDA WIESNER DIRECTOR X 0 0 0 JOSE CARRILLO DIRECTOR X 0 0 0 KEVIN MAGEE DIRECTOR X 0 0 0 MICHAEL MIKE MILIAM DIRECTOR X 0 0 0 SILVIA PEREZ DIRECTOR X 0 0 0 GUADALUPE WALLY RENDON DIRECTOR X 0 0 0 JOSE RUANO DIRECTOR X 0 0 0 PASTOR JUAN SALINAS JR DIRECTOR X 0 0 0 CESAR SOTELO DIRECTOR X 0 0 0 CARMEN FLORES DIRECTOR X 0 0 0 ESMERALDA BELMARES DIRECTOR X 0 0 0 EARNIE HILL DIRECTOR X 0 0 0 LUPE MARTINEZ CEO - RETIRE X 201109 0 56812 CELESTINE KOEHN COO - RETIRE X 191865 0 39002 JOSE MARTINEZ INTERIM CEO X 175942 0 37407 PARKER RIOS VICE PRESIDE X 181193 0 37303 DANIEL VIDAS CFO - RETIRE X 180943 0 29040 BARBARA FELSKE VICE PRESIDE X 169243 0 36818 KAYE HARTMANN VICE-PRESIDE X 160350 0 35844 SUSAN ST AMAND HR DIRECTOR X 131330 0 27843 CHANKHAM CONNER DEPUTY CFO X 114078 0 26980 HEIDI RATTNER DEPUTY GEN C X 113133 0 26933 MARIA VALLE VICE PRESIDE X 110660 0 30809 CLAUDIA FRIAS HUMAN RESOUR X 106783 0 26615 1836629 411406 17 false true false HENRICKSEN 3070 GATEWAY RD BROOKFIELD WI 53045 CONSULTANT 429630 UKG INC 900 CHELMSFORD ST LOWELL MA 01851 HR/PR SYSTEM 329381 SILVER SPRING NEIGHBORHOOD CENTER 5460 N 64TH STREET MILWAUKEE WI 53218 TRANSITION JOBS 302144 AAPC AMERICAN ACADEMY HOLDINGS LLC PO BOX 124048 DALLAS TX 753124048 TECH HIER 300311 S&I PROFESSIONALS LLC PO BOX 20924 MILWAUKEE WI 53220 SECURITY 249585 5 37008 72292854 902105 72329862 LOW INCOME HOUSING 188169 188169 PROGRAM INCOME 69211 69211 257380 141286 141286 521136 360705 160431 160431 160431 OTHER REVENUE 1191780 1191780 1191780 74080739 417811 1333066 5969400 5969400 1400802 1400802 32009886 29830300 2179586 9185463 8357505 827958 2111954 943408 1168546 1917185 1782045 135140 4740226 3906804 833422 1516782 1326245 190537 2212843 2212843 PARTICIPANT EXPENSES 7577129 7571701 5428 SUPPLIES 2362957 2136359 226598 SUBCONTRACTS 1044809 1044809 EQUIPMENT MINOR EXPENSES 736018 731176 4842 819802 271458 548344 73605256 66084053 7521203 0 5234394 10500347 1619156 1754446 3912155 4396503 84142 155493 204308 227038 30926617 14950078 16194552 15976539 1485274 27248707 34495640 2646402 3230894 437254 5092795 760128 705414 827702 2413833 4671486 11442936 X 22577221 23052704 22577221 23052704 27248707 34495640 X 475483 X false true X true true true X 25668719 27453734 54549758 52534776 72329862 232536849 25668719 27453734 54549758 52534776 72329862 232536849 232536849 117615 76793 306363 358904 141286 1000961 43495 21036 64531 142615 687338 1191780 2021733 235624074 3386271 0.98690 0.99040 X PART II, LINE 10 OTHER INCOME 829,953 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46935 46935 73734587 73781522 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 44028 52680 45850 46935 189493 250000 250000 250000 250000 1000000 1500000 3058228 3058228 22018625 11577985 10440640 5430388 3372093 2058295 419376 419376 15976539 OPERATING LEASE LIABILITY 1489864 457 EXECUTIVE PLAN PAYABLE 923969 2413833 74441444 360705 360705 74080739 74080739 73965961 360705 360705 73605256 73605256 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 false USDA PROGRAM ASSISTANCE 9949 5969400 X true true X X X false true false false false false false false false LUPE MARTINEZ CEO - RETIRED 201109 31873 24939 257921 CELESTINE KOEHN COO - RETIRED 191865 17726 21276 230867 JOSE MARTINEZ INTERIM CEO 175942 16131 21276 213349 PARKER RIOS VICE PRESIDENT 181193 16027 21276 218496 DANIEL VIDAS CFO - RETIRED 180943 16129 12911 209983 BARBARA FELSKE VICE PRESIDENT 169243 15542 21276 206061 KAYE HARTMANN VICE-PRESIDENT 160350 14568 21276 196194 SUSAN ST AMAND HR DIRECTOR 131330 6567 21276 159173 SCHEDULE J, PAGE 1, PART I, LINE 4 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 X 8 541887 X EQUIPMENT 13 209208 X IMPROVEMENTS 4 151010 false true false 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