2024-11-13T12:28:54-06:00 2023-12-31 391210538 SCRIBNER COHEN AND COMPANY SC 756 NORTH MILWAUKEE ST 300 MILWAUKEE WI 53202 990 2023-01-01 391893799 URBAN ECONOMIC DEVELOPMENT ASSOCIATION OF WISCONSIN INC URBA 4145629904 1915 N DR MARTIN LUTHER KING DR 26 MILWAUKEE WI 53212 KRISTI LUZAR EXECUTIVE DIRECTOR 4145629904 2024-11-13 1 1 KELLY K MILLER CPA P00562808 4142711700 2024-11-13 2023 2024-10-15 13:58:12Z KRISTI LUZAR 1915 N DR MARTIN LUTHER KING DR 260 MILWAUKEE WI 53212 447455 0 X WWW.UEDAWI.ORG X 1997 WI UEDA IS A MEMBERSHIP ASSOCIATION DEDICATED TO THE PROFESSIONAL DEVELOPMENT OF INDIVIDUALS AND GROUPS. 10 10 0 86 0 0 653056 429704 7250 6942 24 975 -7547 -9711 652783 427910 3437 14715 0 0 244218 338024 0 0 14033 281201 332991 528856 685730 123927 -257820 491165 247648 21021 35324 470144 212324 X 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. 0 0 161135 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. 143767 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). 111993 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). 157953 14715 6942 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. 157953 14715 6942 574848 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X BUSINESS ACCOUNTING & TAX PROFESSIONALS LLC 2625102331 2444 N GRANDVIEW BLVD UPPER LEVEL WAUKESHA WI 53188 NIKKI PAYNE PRESIDENT 1.00 X X 0 0 0 BARBARA MARKOFF VICE PRESIDENT 1.00 X X 0 0 0 NATHAN GUEQUIERRE SECRETARY 1.00 X X 0 0 0 PETER RICHARDSON TREASURER 1.00 X X 0 0 0 VAUGHN BARKER DIRECTOR 1.00 X 0 0 0 SHERRI JORDAN DIRECTOR 1.00 X 0 0 0 GISELA ORTEGA DIRECTOR 1.00 X 0 0 0 NIKKI PURVIS DIRECTOR 1.00 X 0 0 0 KATE MADISON DIRECTOR 1.00 X 0 0 0 MIKE WARD DIRECTOR 1.00 X 0 0 0 KRISTI LUZAR EXEUCTIVE DIRECTOR 40.00 X 66827 0 21281 66827 0 21281 0 0 0 0 QTI HUMAN RESOURCES INC 4476 ROBERTSON RD MADISON WI 53714 EMPLOYEE LEASING SERVICES 272910 1 51995 25000 145093 207616 429704 CONTRACTED SERVICES 611430 6942 6942 6942 975 975 9834 25000 19545 -9711 -9711 427910 6942 0 -8736 X 14715 14715 88108 71817 12097 4194 214273 179889 26878 7506 13089 11491 1546 52 22554 18924 2931 699 26585 26585 219662 199714 19948 813 813 16962 15770 982 210 14065 11801 1828 436 1946 1827 119 40055 36968 2996 91 4422 3709 576 137 MISCELLANEOUS 6981 5910 363 708 BAD DEBT 1500 1500 685730 574848 96849 14033 3394 314988 160065 164147 70443 1000 5475 1350 720 7136 7136 0 0 9680 7551 491165 247648 13309 29123 7712 6201 21021 35324 X 54702 11999 415442 200325 470144 212324 491165 247648 -257820 0 X 1 X 0 1 0 X 430993 578749 622549 653056 429704 2715051 430993 578749 622549 653056 429704 2715051 403319 2311732 215 60 19 24 975 1293 2716344 0.85100 0.83280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4225 4225 0 2911 2911 0 0 LEASE LIABILITY 6201 6201 447455 0 447455 -19545 -19545 427910 705275 19545 19545 685730 0 685730 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. CARNIVAL EVENT 34834 25000 9834 19545 34834 25000 9834 19545 19545 -9711 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.