URBAN ECONOMIC DEVELOPMENT: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- URBAN ECONOMIC DEVELOPMENT (EIN 39-1893799)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349306110
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T12:28:54-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391210538 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCRIBNER COHEN AND COMPANY SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 756 NORTH MILWAUKEE ST 300 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391893799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBAN ECONOMIC DEVELOPMENT ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | OF WISCONSIN INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URBA | BusinessNameControlTxt |
| Phone | 4145629904 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1915 N DR MARTIN LUTHER KING DR 26 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTI LUZAR | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4145629904 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY K MILLER CPA | PreparerPersonNm |
| PTIN | P00562808 | PTIN |
| Phone | 4142711700 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KRISTI LUZAR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1915 N DR MARTIN LUTHER KING DR 260 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $447,455 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UEDAWI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | UEDA IS A MEMBERSHIP ASSOCIATION DEDICATED TO THE PROFESSIONAL DEVELOPMENT OF INDIVIDUALS AND GROUPS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 86 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $653,056 | PYContributionsGrantsAmt |
| CY Contributions Grants | $429,704 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,250 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,942 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24 | PYInvestmentIncomeAmt |
| CY Investment Income | $975 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$7,547 | PYOtherRevenueAmt |
| CY Other Revenue | -$9,711 | CYOtherRevenueAmt |
| PY Total Revenue | $652,783 | PYTotalRevenueAmt |
| CY Total Revenue | $427,910 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,437 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,715 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $244,218 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $338,024 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $14,033 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $281,201 | PYOtherExpensesAmt |
| CY Other Expenses | $332,991 | CYOtherExpensesAmt |
| PY Total Expenses | $528,856 | PYTotalExpensesAmt |
| CY Total Expenses | $685,730 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $123,927 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$257,820 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $491,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $247,648 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,021 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,324 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $470,144 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $212,324 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UEDA IS A MEMBERSHIP ASSOCIATION DEDICATED TO THE PROFESIONAL DEVELOPMENT OF INDIVIDUALS AND GROUPS WORKING IN ECONOMIC AND COMMUNITY DEVELOMPENT IN WISCONSIN. UEDA'S WORK HAS FOCUSED PRIMARILY ON HOUSING DEVELOPMENT, ECONOMIC DEVELOPMENT AND JOB CREATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $161,135 | ExpenseAmt |
| Desc | CAPACITY BUILDING - PROVIDING INFORMATION, SERVICES AND NETWORKING OPPORTUNITIES TO UEDA MEMBERS. UEDA WORKS TO KEEP ITS MEMBERS INFORMED AND UPDATED ON THE KEY ISSUES THAT IMPACT THEIR WORK INCLUDING HOUSING, NEIGHBORHOOD REVITALIZATION, REAL ESTATE DEVELOPMENT, FINANCIAL CAPABILITY OR ECONOMIC INCLUSION, LENDING, GOVERNMENT REGULATIONS, WORKFORCE ISSUES, REGIONAL TRANSPORTATION, ENTREPRENEURSHIP AND SMALL BUSINESS SUPPORT. OUTCOME EXAMPLES ARE MONTHLY NEWSLETTERS, EDUCATIONAL AND/OR NETWORKING EVENTS, AFFINITY GROUPS, STAKEHOLDER MEETINGS, POLICY UPDATES, LISTSERV AND SOCIAL MEDIA ENGAGEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $143,767 | ExpenseAmt |
| Desc | TECHNICAL ASSISTANCE - UEDA IS A SUB RECIPIENT FOR U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) FUNDS FOR THE CITY OF MILWAUKEE. PROJECTS INCLUDE COORDINATION OF COMMUNITY PLANNING AND EVICTION PREVENTION SERVICES, POLICY AND PROGRAM REVIEW/DEVELOPMENT, NEIGHBORHOOD-BASED DATA ANALYSIS AND TRAINING SUPPORT, AND ORGANIZATIONAL-BASED TECHNICAL ASSISTANCE TO STRENGTHEN THE OPERATIONS OF OTHER CDBGFUNDED AGENCIES (I.E., FINANCIAL MANAGEMENT, STRATEGIC PLANNING, PROGRAM EVALUATION, TECHNOLOGY INFRASTRUCTURE). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $111,993 | ExpenseAmt |
| Desc | FINANCIAL EMPOWERMENT: UEDA ALSO ENGAGES IN OTHER INITIATIVES AS AN INTERMEDIARY ORGANIZATION, ASSISTING TO BUILD AND FACILITATE COLLABORATIONS AMONG INDIVIDUALS, ORGANIZATIONS, AND GROUPS WORKING IN ECONOMIC AND COMMUNITY DEVELOPMENT, PARTICULARLY IN ISSUES RELATED TO ECONOMIC INCLUSION AND SMALL BUSINESS. EXAMPLES INCLUDE BANK ON GREATER MILWAUKEE, FINANCIAL EQUITY GROUP, FOOD ENTERPRISE DEVELOPMENT NETWORK (FEDN), MONEY SMART WEEK WISCONSIN MILWAUKEE PLANNING COUNCIL, AND SMALL BUSINESS AFFINITY GROUP (ALL ACTIVE PROJECTS OF UEDA). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $157,953 | ExpenseAmt |
| Grant | $14,715 | GrantAmt |
| Revenue | $6,942 | RevenueAmt |
| Desc | TAKE ROOT MILWAUKEE - THIS PROGRAM INITIATIVE IS IN PARTNERSHIP WITH THE CITY OF MILWAUKEE, FREDDIE MAC AND MORE THAN 45 OTHER MEMBERS TO PROMOTE SUSTAINABLE HOMEOWNERSHIP RESOURCES AND STRONG NEIGHBORHOODS. UEDA PROVIDES ADMINISTRATIVE AND FISCAL SERVICES, ASSISTING WITH VARIOUS EVENTS AND ACTIVITIES THAT PROMOTE HOMEOWNERSHIP EDUCATION, CONNECT CONSUMERS TO HOME BUYING AND HOME REPAIR AND RESOURCES, AND MITIGATE THE IMPACT OF FORECLOSURES ON NEIGHBORHOODS.CONTRACTED SERVICES - UEDA OFFERS STRATEGIC PLANNING, EVENT COORDINATION, COMMUNITY OUTREACH, EVALUATION/RESEARCH, FISCAL SPONSORSHIP, ETC. AS A FEE-FOR-SERVICE TO MEMBERS AND OTHER COMMUNITY PARTNERS. PAST PROJECTS HAVE INCLUDED WORK WITH THE SOUTHEASTERN WISCONSIN REGIONAL PLANNING COMMISSION (SEWRPC), METCALFE PARK COMMUNITY BRIDGES, UPSTART KITCHEN, WI STUDENT LOAN DEBT COALITION, MAKING CONNECTIONS MILWAUKEE, MILWAUKEE BUSINESS IMPROVEMENT DISTRICT (BID) COUNCIL, AND THE HISTORIC KING DRIVE BIDEVENTS AND WORKSHOPS - UEDA COORDINATES AND/OR HOSTS EVENTS SUCH AS THE EMERGING TOPICS SERIES, WHICH PROVIDE OPPORTUNITIES FOR BUSINESSES, GOVERNMENT, AND COMMUNITY-BASED ORGANIZATIONS TO NETWORK, EXCHANGE IDEAS AND LEARN BEST PRACTICES ON VARIOUS ISSUES IMPACTING ECONOMIC AND COMMUNITY DEVELOPMENT. UEDA HOSTS AN ANNUAL FUNDRAISER, "CARNIVAL MILWAUKEE," EACH FEBRUARY THAT HIGHLIGHTS LOCAL BUSINESSES AND CULTURAL PARTNERS. UEDA HAS ALSO ADMINISTERED OR ASSISTED WITH VARIOUS EDUCATIONAL EVENTS IN COLLABORATION WITH LOCAL GOVERNMENT, MEMBERS, FUNDERS, AND OTHERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $157,953 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $14,715 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $6,942 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $574,848 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSINESS ACCOUNTING & TAX PROFESSIONALS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2625102331 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2444 N GRANDVIEW BLVD UPPER LEVEL | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53188 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| NIKKI PAYNE | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA MARKOFF | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NATHAN GUEQUIERRE | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER RICHARDSON | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VAUGHN BARKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHERRI JORDAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GISELA ORTEGA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NIKKI PURVIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATE MADISON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE WARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTI LUZAR | ||||||
| EXEUCTIVE DIRECTOR | 40.00 | Yes (X) | $66,827 | $0 | $21,281 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $66,827 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $21,281 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QTI HUMAN RESOURCES INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4476 ROBERTSON RD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | EMPLOYEE LEASING SERVICES | ServicesDesc |
| Compensation | $272,910 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $51,995 | MembershipDuesAmt |
| Fundraising | $25,000 | FundraisingAmt |
| Government Grants | $145,093 | GovernmentGrantsAmt |
| All Other Contributions | $207,616 | AllOtherContributionsAmt |
| Total Contributions | $429,704 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACTED SERVICES | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $6,942 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,942 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,942 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $975 | TotalRevenueColumnAmt |
| Exclusion | $975 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,834 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $25,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $19,545 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,711 | TotalRevenueColumnAmt |
| Exclusion | -$9,711 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $427,910 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,942 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$8,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,715 | TotalAmt |
| Program Services | $14,715 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,108 | TotalAmt |
| Program Services | $71,817 | ProgramServicesAmt |
| Management And General | $12,097 | ManagementAndGeneralAmt |
| Fundraising | $4,194 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,273 | TotalAmt |
| Program Services | $179,889 | ProgramServicesAmt |
| Management And General | $26,878 | ManagementAndGeneralAmt |
| Fundraising | $7,506 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,089 | TotalAmt |
| Program Services | $11,491 | ProgramServicesAmt |
| Management And General | $1,546 | ManagementAndGeneralAmt |
| Fundraising | $52 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,554 | TotalAmt |
| Program Services | $18,924 | ProgramServicesAmt |
| Management And General | $2,931 | ManagementAndGeneralAmt |
| Fundraising | $699 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,585 | TotalAmt |
| Management And General | $26,585 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,662 | TotalAmt |
| Program Services | $199,714 | ProgramServicesAmt |
| Management And General | $19,948 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $813 | TotalAmt |
| Program Services | $813 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,962 | TotalAmt |
| Program Services | $15,770 | ProgramServicesAmt |
| Management And General | $982 | ManagementAndGeneralAmt |
| Fundraising | $210 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,065 | TotalAmt |
| Program Services | $11,801 | ProgramServicesAmt |
| Management And General | $1,828 | ManagementAndGeneralAmt |
| Fundraising | $436 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,946 | TotalAmt |
| Program Services | $1,827 | ProgramServicesAmt |
| Management And General | $119 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,055 | TotalAmt |
| Program Services | $36,968 | ProgramServicesAmt |
| Management And General | $2,996 | ManagementAndGeneralAmt |
| Fundraising | $91 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,422 | TotalAmt |
| Program Services | $3,709 | ProgramServicesAmt |
| Management And General | $576 | ManagementAndGeneralAmt |
| Fundraising | $137 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $6,981 | $5,910 | $363 | $708 |
| BAD DEBT | $1,500 | $1,500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $685,730 | TotalAmt |
| Program Services | $574,848 | ProgramServicesAmt |
| Management And General | $96,849 | ManagementAndGeneralAmt |
| Fundraising | $14,033 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,394 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,988 | BOYAmt |
| EOY | $160,065 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,147 | BOYAmt |
| EOY | $70,443 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $5,475 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,350 | BOYAmt |
| EOY | $720 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,136 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,136 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,680 | BOYAmt |
| EOY | $7,551 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $491,165 | BOYAmt |
| EOY | $247,648 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,309 | BOYAmt |
| EOY | $29,123 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,712 | BOYAmt |
| EOY | $6,201 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,021 | BOYAmt |
| EOY | $35,324 | 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 | $54,702 | BOYAmt |
| EOY | $11,999 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,442 | BOYAmt |
| EOY | $200,325 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,144 | BOYAmt |
| EOY | $212,324 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $491,165 | BOYAmt |
| EOY | $247,648 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$257,820 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $430,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $578,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $622,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $653,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $429,704 | CurrentTaxYearAmt |
| Total | $2,715,051 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $430,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $578,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $622,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $653,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $429,704 | CurrentTaxYearAmt |
| Total | $2,715,051 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $403,319 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,311,732 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $975 | CurrentTaxYearAmt |
| Total | $1,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,716,344 | TotalSupportAmt |
| Public Support CY170 | 0.85100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,225 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,225 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,911 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $6,201 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,201 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $447,455 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $447,455 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$19,545 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$19,545 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $427,910 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $705,275 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $19,545 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $19,545 | ExpensesNotReportedAmt |
| Expenses Subtotal | $685,730 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $685,730 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VII, LINE 8B -19,545. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VII, LINE 8B 19,545. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CARNIVAL EVENT | Event1Nm |
| Gross Receipts Event1 | $34,834 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $25,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,834 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $19,545 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $34,834 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,834 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,545 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,545 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$9,711 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY ALL DIRECTORS AND MEMBERS ARE REQUIRED TO ATTEST TO THEIR FAMILIARITY WITH THE ASSOCIATION'S CONFLICT OF INTEREST POLICY AND PROVIDE INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE GOVERNING BODY DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS, THE MATTER IN QUESTION IS MADE PUBLIC BY DISCLOSURE IN THE MINUTES OF THE MEETINGS OF THE GOVERNING BODY UNLESS OTHERWISE DIRECTED BY THE MEMBERS OF THE GOVERNING BODY. ANY INDIVIDUAL DETERMINED TO HAVE A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ASSOCIATION'S PERSONNEL COMMITTEE ANNUALLY DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS FOR SIMILAR SERVICES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY,AND ANNUAL AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 199,714. MANAGEMENT AND GENERAL EXPENSES 19,948. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 219,662. |