COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES (EIN 39-1052077)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349306272
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:17:42-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 W BELTLINE HWY STE 501 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | 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 | 391052077 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY ACTION INC OF ROCK & | BusinessNameLine1Txt |
| Business Name Line2 | WALWORTH COUNTIES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 6083131300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 ECLIPSE CENTER | AddressLine1Txt |
| City | BELOIT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J MARCELLUS PERRY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6083131300 | PhoneNum |
| Signature | 2024-11-05 | 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 | QUINN DUGAN | PreparerPersonNm |
| PTIN | P02267768 | PTIN |
| Phone | 6082741980 | PhoneNum |
| Preparation | 2024-11-05 | 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 | J MARCELLUS PERRY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 ECLIPSE CENTER | AddressLine1Txt |
| City | BELOIT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,373,116 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COMMUNITY-ACTION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO FIGHT POVERTY IN ROCK AND WALWORTH COUNTIES, WISCONSIN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 118 | TotalEmployeeCnt |
| Total Volunteers | 136 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,673,670 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,203,966 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $916,596 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,102,300 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,045 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,243 | CYInvestmentIncomeAmt |
| PY Other Revenue | $386,188 | PYOtherRevenueAmt |
| CY Other Revenue | $117,104 | CYOtherRevenueAmt |
| PY Total Revenue | $9,001,499 | PYTotalRevenueAmt |
| CY Total Revenue | $9,455,613 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,197,796 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,323,277 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,067,062 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,591,955 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $111,836 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,668,030 | PYOtherExpensesAmt |
| CY Other Expenses | $3,193,912 | CYOtherExpensesAmt |
| PY Total Expenses | $8,932,888 | PYTotalExpensesAmt |
| CY Total Expenses | $10,109,144 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $68,611 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$653,531 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,158,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,861,856 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,783,947 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,088,495 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,375,040 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,773,361 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AT COMMUNITY ACTION WE PROVIDE ACCESS AND OPPORTUNITY FOR THOSE WE SERVE AND THOSE WHO SUPPORT OUR EFFORTS. THROUGH INNOVATIVE PROGRAMS AND STRONG COMMUNITY PARTNERSHIPS WE ELIMINATE BARRIERS, ESTABLISHING CLEAR PATHWAYS TO ECONOMIC SELF-RELIANCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,585,742 | ExpenseAmt |
| Grant | $1,075,134 | GrantAmt |
| Revenue | $45,183 | RevenueAmt |
| Desc | WEATHERIZATION/ENERGY ASSISTANCE PROGRAM:COMMUNITY ACTION'S WEATHERIZATION PROGRAM INSTALLS ENERGY-SAVING IMPROVEMENTS TO HELP LOW-INCOME HOMEOWNERS, RENTERS, AND LANDLORDS REDUCE THEIR ENERGY COSTS. IN 2023, TRADITIONAL WEATHERIZATION FUNDS WERE SUPPLEMENTED BY FUNDS FROM ENERGY ASSISTANCE, PUBLIC BENEFITS, AND THE FEDERAL DEPARTMENT OF ENERGY. AS A RESULT, A TOTAL OF 167 UNITS WERE WEATHERIZED DURING THE CALENDAR YEAR 2023. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,644,528 | ExpenseAmt |
| Grant | $459,908 | GrantAmt |
| Revenue | $177,766 | RevenueAmt |
| Desc | HOUSING, HOUSING REHABILITATION AND HOMELESS SHELTER:COMMUNITY ACTION'S HOUSING ACTIVITIES ARE DIVERSE AND BROAD-BASED. THEY INCLUDE A TRANSITIONAL LIVING PROGRAM SERVING THE HOMELESS OR THOSE AT IMMINENT RISK OF HOMELESSNESS, NEIGHBORHOOD REVITALIZATION EFFORTS, HOMEBUYER EDUCATION, FORECLOSURE PREVENTION COUNSELING/ASSISTANCE, AND THE ONGOING OPERATION OF AN EMERGENCY SHELTER. IN 2023, COMMUNITY ACTION'S EFFORTS ALLOWED 2,386 HOUSEHOLDS TO OBTAIN OR MAINTAIN STABLE HOUSING, AND THEY ASSISTED 160 HOMELESS INDIVIDUALS WITH EMERGENCY SHELTER SERVICES. THE NUMBER OF HOUSEHOLDS SERVED IN 2022 WAS SIGNIFICANTLY HIGHER AT 4,986 DUE TO THE WERA PROGRAM. UNFORTUNATELY, IN 2023, WERA WAS NO LONGER A PROGRAM COMMUNITY ACTION WAS ABLE TO PROVIDE DUE TO THE STATE ENDING THE PROGRAMMING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,439,829 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EMPLOYMENT TRAINING:COMMUNITY ACTION CONTINUED TO FOCUS ITS CORE ORGANIZATIONAL EFFORTS ON BUILDING EMPLOYMENT PROGRAMS TO HELP INDIVIDUALS MOVE OUT OF POVERTY THROUGH WORK. KEY PROGRAMS IN 2023 INCLUDED PROJECT THRIVE (120 INDIVIDUALS), FRESH START (86 INDIVIDUALS), TRANSITIONAL JOBS (75 INDIVIDUALS), AND SKILLS ENHANCEMENT (6 INDIVIDUALS). SIGNIFICANT EFFORTS WERE MADE TO FOCUS ON EMPLOYMENT PLACEMENT AND TO WORK WITH EMPLOYERS AND PARTNERS TO PROVIDE HARD SKILLS TRAINING OPPORTUNITIES FOR PROGRAM PARTICIPANTS. IN 2022, CAI HAD A PROGRAM CALLED FATHERHOOD, WHICH WAS REPLACED IN 2023 WITH PROJECT THRIVE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,343,529 | $0 | $859,239 | YOUTH PROGRAMS: COMMUNITY ACTION PROVIDES AFTER-SCHOOL AND SUMMER PROGRAMMING FOR YOUTH AGES 6-13 RESIDING IN THE BELOIT AREA AT MERRILL COMMUNITY CENTER, WITH A FOCUS ON THE MERRILL/HACKETT NEIGHBORHOODS. THE AFTER-SCHOOL PROGRAM INCLUDES EDUCATIONAL HOMEWORK ASSISTANCE AND TUTORING TO SUPPORT ACADEMIC SUCCESS. THESE ACADEMIC EFFORTS ARE ENHANCED WITH CHARACTER EDUCATION PROGRAMMING DESIGNED TO PROMOTE SELF-ESTEEM, RESPECT FOR PEERS, HEALTHY CHOICES TO AVOID RISKY BEHAVIORS, AND EDUCATION TO PREVENT BULLYING. IN 2023, THE AFTER-SCHOOL PROGRAM SERVED 32 INDIVIDUALS. |
| $1,026,353 | $788,235 | $0 | FOOD PROGRAMS:COMMUNITY ACTION COORDINATES THE EMERGENCY FOOD ASSISTANCE PROGRAM FOR BOTH ROCK AND WALWORTH COUNTIES. IN 2023, CAI PROVIDED 3.5 MILLION POUNDS OF FOOD TO 16 PANTRIES AND 2 MEAL SITES. |
| $296,566 | $0 | $0 | ADOLESCENT HEALTH OUTREACH: COMMUNITY ACTION OFFERS YEAR-ROUND LEARNING OPPORTUNITIES FOR YOUTH BETWEEN THE AGES OF 10-19 TRHOUGH AHOP. BY USING EVIDENCE-BASED CURRICULA, WE CAN PROVIDE MEDICALLY ACCURATE, AGE-APPROPRIATE, AND UP-TO-DATE INFORMATION THROUGH FACILITATED GROUP DISCUSSIONS. OUR PROGRAMS TAKE PLACE IN VARIOUS LOCATIONS ACROSS ROCK AND WALWORTH COUNTIES, INCLUDING SCHOOLS, GROUP HOMES, SOCIAL DEVELOPMENT CLUBS, CHURCHES, COMMUNITY LEARNING CENTERS, AND OTHER COMMUNITY-BASED ORGANIZATIONS. WITH EACH PROGRAM OFFERING DIFFERENT LEARNING OPPORTUNITIES, WE ARE CONFIDENT STUDENTS IN OUR AREA WILL STAY HEALTHY, THRIVE AS THEY TRANSITION INTO ADULTHOOD, AND INSPIRE OTHERS. IN 2023, THE ADOLESCENT HEALTH PROGRAM SERVED 694 YOUTH PARTICIPANTS WITH AN 80% COMPLETION RATE. |
| $601,819 | $0 | $189,112 | OTHER PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,268,267 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $788,235 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,048,351 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,938,366 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 78 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 118 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KITTY ROUNDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6083131300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 ECLIPSE CENTER | AddressLine1Txt |
| City | BELOIT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53511 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ERIN DAVIS | |||||||
| CHAIR (THRU JUNE 23') | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEN O'CONNELL | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALAN KUPSIK | |||||||
| 2ND VICE CHAIR (THRU JUNE 23') | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KELSEY MCCARTHY | |||||||
| 2RD VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RENEE JOHNSON | |||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMY CAREY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE GREEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AL HULICK | |||||||
| DIRECTOR (THRU FEB. 23') | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACOB MCHUGH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLO NEVICOSI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA NICHOLS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANNON OESTREICH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE PURDY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY RAMIREZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY SCHULZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RYAN SCHNIEDER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RYAN SCHROEDER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TARA SEMENCHUK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIFFANY STANLY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY WEEDEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL WILSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J MARCELLUS PERRY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 1.00 | Yes (X) | $132,290 | $0 | $18,793 | |
| KITTY ROUNDS | |||||||
| DIRECTOR OF FINANCE | 40.00 | 1.00 | Yes (X) | $72,324 | $0 | $10,628 | |
| DEBBIE SHELDON | |||||||
| FINANCE DIRECTOR (THRU JAN. 23') | 40.00 | 1.00 | Yes (X) | $6,658 | $0 | $1,362 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $211,272 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $30,783 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WEATHERIZATION SERVICES LLC | |||||
| 1101 W LAYTON AVE | MILWAUKEE | WI | 53221 | WEATHERIZATION SERVICES | $583,399 |
| LLOYD'S PLUMBING AND HEATING CORP | |||||
| PO BOX 1618 2352 W HWY 14 | JANESVILLE | WI | 53547 | WEATHERIZATION SERVICES | $548,330 |
| READY ELECTRIC | |||||
| 643 HILLTOP TRAIL WEST | FORT ATKINSON | WI | 53538 | WEATHERIZATION SERVICES | $320,405 |
| QUIGLEY SMART INC | |||||
| 1531 GALE DRIVE | BELOIT | WI | 53511 | WEATHERIZATION SERVICES | $312,468 |
| NATIONAL PROPERTY INSPECTIONS | |||||
| 8330 CORPORATE DR | MOUNT PLEASANT | WI | 53406 | WEATHERIZATION SERVICES | $106,118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $407,908 | FederatedCampaignsAmt |
| Government Grants | $6,383,579 | GovernmentGrantsAmt |
| All Other Contributions | $1,412,479 | AllOtherContributionsAmt |
| Noncash Contributions | $788,235 | NoncashContributionsAmt |
| Total Contributions | $8,203,966 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CHILD PROGRAMS | 624410 | $859,239 | $859,239 |
| WEATHERIZATION FEES | 624200 | $45,183 | $45,183 |
| HOMELESS/SHELTER PROGRAMS | 624200 | $8,766 | $8,766 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $189,112 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $189,112 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,102,300 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,243 | TotalRevenueColumnAmt |
| Exclusion | $32,243 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $851,601 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $911,132 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$59,531 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$59,531 | TotalRevenueColumnAmt |
| Exclusion | -$59,531 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $14,006 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $6,371 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,635 | TotalRevenueColumnAmt |
| Exclusion | $7,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $169,000 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $169,000 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,455,613 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,271,300 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$19,653 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788,235 | TotalAmt |
| Program Services | $788,235 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,535,042 | TotalAmt |
| Program Services | $1,535,042 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,055 | TotalAmt |
| Management And General | $242,055 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,377,585 | TotalAmt |
| Program Services | $2,910,205 | ProgramServicesAmt |
| Management And General | $401,494 | ManagementAndGeneralAmt |
| Fundraising | $65,886 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,884 | TotalAmt |
| Program Services | $122,171 | ProgramServicesAmt |
| Management And General | $19,319 | ManagementAndGeneralAmt |
| Fundraising | $3,394 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,070 | TotalAmt |
| Program Services | $382,011 | ProgramServicesAmt |
| Management And General | $70,447 | ManagementAndGeneralAmt |
| Fundraising | $10,612 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,361 | TotalAmt |
| Program Services | $287,605 | ProgramServicesAmt |
| Management And General | $68,766 | ManagementAndGeneralAmt |
| Fundraising | $7,990 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,673 | TotalAmt |
| Program Services | $4,896 | ProgramServicesAmt |
| Management And General | $33,777 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,299 | TotalAmt |
| Program Services | $236,054 | ProgramServicesAmt |
| Management And General | $133,847 | ManagementAndGeneralAmt |
| Fundraising | $1,398 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,306 | TotalAmt |
| Program Services | $121,057 | ProgramServicesAmt |
| Management And General | $9,454 | ManagementAndGeneralAmt |
| Fundraising | $795 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,012,771 | TotalAmt |
| Program Services | $973,110 | ProgramServicesAmt |
| Management And General | $35,035 | ManagementAndGeneralAmt |
| Fundraising | $4,626 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,615 | TotalAmt |
| Program Services | $97,044 | ProgramServicesAmt |
| Management And General | $18,428 | ManagementAndGeneralAmt |
| Fundraising | $143 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,418 | TotalAmt |
| Program Services | $2,418 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,882 | TotalAmt |
| Program Services | $200,882 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLIENT/PARTICIPANT COST | Desc |
| Total | $1,149,788 | TotalAmt |
| Program Services | $1,149,788 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,160 | TotalAmt |
| Program Services | $127,848 | ProgramServicesAmt |
| Management And General | $26,320 | ManagementAndGeneralAmt |
| Fundraising | $16,992 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,109,144 | TotalAmt |
| Program Services | $8,938,366 | ProgramServicesAmt |
| Management And General | $1,058,942 | ManagementAndGeneralAmt |
| Fundraising | $111,836 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,445,087 | BOYAmt |
| EOY | $549,794 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $669,759 | BOYAmt |
| EOY | $923,119 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,514 | BOYAmt |
| EOY | $112,816 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $746,813 | BOYAmt |
| EOY | $739,127 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,599 | BOYAmt |
| EOY | $990,034 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,794 | BOYAmt |
| EOY | $102,766 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,807,359 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,545,814 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,546,249 | BOYAmt |
| EOY | $4,261,545 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,715 | BOYAmt |
| EOY | $485,364 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $795,457 | BOYAmt |
| EOY | $697,291 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,158,987 | BOYAmt |
| EOY | $8,861,856 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,566 | BOYAmt |
| EOY | $754,299 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $344,575 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,030,584 | BOYAmt |
| EOY | $1,114,090 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,797 | BOYAmt |
| EOY | $875,531 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,783,947 | BOYAmt |
| EOY | $3,088,495 | 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 | $2,702,685 | BOYAmt |
| EOY | $2,296,348 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,672,355 | BOYAmt |
| EOY | $3,477,013 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,375,040 | BOYAmt |
| EOY | $5,773,361 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,158,987 | BOYAmt |
| EOY | $8,861,856 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$653,531 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $51,852 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 | $6,815,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,945,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,185,756 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,673,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,203,966 | CurrentTaxYearAmt |
| Total | $39,824,448 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,815,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,945,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,185,756 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,673,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,203,966 | CurrentTaxYearAmt |
| Total | $39,824,448 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $39,824,448 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $744,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $746,587 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $783,110 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $819,413 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $883,844 | CurrentTaxYearAmt |
| Total | $3,977,393 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $43,801,841 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,534,013 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90900 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,004 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,004 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS MEMBER OF WISCONSIN COMMUNITY ACTION PROGRAM, INC. A PORTION OF DUES PAID IS ATTRIBUTABLE TO LOBBYING ACTIVITIES OF THAT ORGANIZATION. THE MISSION OF WISCONSIN COMMUNITY ACTION PROGRAM, INC. IS TO STRENGTHEN AND SERVICE COMMUNITY ACTION IN WISCONSIN. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $707,320 | OtherCostOrOtherBasisAmt |
| Book Value | $707,320 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,480,125 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,095,297 | DepreciationAmt |
| Book Value | $3,384,828 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $619,914 | OtherCostOrOtherBasisAmt |
| Depreciation | $450,517 | DepreciationAmt |
| Book Value | $169,397 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,261,545 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET, OPERATING | Desc |
| Book Value | $697,291 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $697,291 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LIABILITIES | $79,190 |
| OPERATING LEASE LIABILITY | $796,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $875,531 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATIONS ARE REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATIONS HAVE DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| WALWORTH COUNTY FOOD PANTRY | ||||||||||
| 205 COMMERCE COURT | ELKHORN | WI | 53121 | 264560796 | 501(C)(3) | $0 | $212,496 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| CARITAS INC FOOD PANTRY | ||||||||||
| 2840 PRAIRIE AVE | BELOIT | WI | 53511 | 391304689 | 501(C)(3) | $0 | $146,622 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| ECHO FOOD PANTRY | ||||||||||
| 685 S HIGH ST | JANESVILLE | WI | 53548 | 391222279 | 501(C)(3) | $0 | $99,953 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| SALVATION ARMY (JANESVILLE) FOOD PANTRY | ||||||||||
| 514 SUTHERLAND AVE | JANESVILLE | WI | 53545 | 362167910 | 501(C)(3) | $0 | $76,279 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| SALVATION ARMY (BELOIT) FOOD PANTRY | ||||||||||
| 628 BROAD ST | BELOIT | WI | 53511 | 362167910 | 501(C)(3) | $0 | $53,153 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| ELKHORN FOOD PANTRY | ||||||||||
| W6827 HAZEL RIDGE RD | DELAVAN | WI | 53115 | 391715868 | 501(C)(3) | $0 | $34,790 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| LAKE GENEVA FOOD PANTRY | ||||||||||
| 715 WISCONSIN ST | LAKE GENEVA | WI | 53147 | 390989192 | 501(C)(3) | $0 | $29,847 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| HAROLD JOHNSON FOOD PANTRY | ||||||||||
| 714 E WALWORTH AVE | DELAVAN | WI | 53115 | 391452288 | 501(C)(3) | $0 | $24,853 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| BIG FOOT EMERGENCY FOOD PANTRY | ||||||||||
| PO BOX 209 | WALWORTH | WI | 53184 | 390690336 | 501(C)(3) | $0 | $23,273 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| EDGERTON COMMUNITY OUTREACH FOOD PANTRY | ||||||||||
| 106 S MAIN ST | EDGERTON | WI | 53534 | 391618796 | 501(C)(3) | $0 | $21,468 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| EVANSVILLE ECUMENICAL CARE CLOSET FOOD PANTRY | ||||||||||
| PO BOX 241 | EVANSVILLE | WI | 53536 | 134256329 | 501(C)(3) | $0 | $20,394 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| EAST TROY FOOD PANTRY | ||||||||||
| 2861 AUSTIN ST | EAST TROY | WI | 53120 | 391447159 | 501(C)(3) | $0 | $13,356 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| CHRIST LUTHERAN CLINTON FOOD PANTRY | ||||||||||
| 300 HIGH STREET | CLINTON | WI | 53525 | 396140761 | 501(C)(3) | $0 | $10,798 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| SHARON FOOD PANTRY | ||||||||||
| 125 PEARL STREET | SHARON | WI | 53585 | 261214383 | 501(C)(3) | $0 | $9,131 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| THE CUP FOOD PANTRY | ||||||||||
| 210 N MAIN STREET | ORFORDVILLE | WI | 53576 | 473147150 | 501(C)(3) | $0 | $8,042 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| SUPPORTIVE HOUSING PROGRAM/TRANSITIONAL LIVING PROGRAM | 113 | $459,908 | |||
| WEATHERIZATION | 416 | $1,075,134 | FAIR MARKET VALUE | MATERIALS USED IN WEATHERIZING HOMES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH COMPLIANCE WITH FUNDING SOURCE REGULATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J MARCELLUS PERRY | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $132,290 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $9,395 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,398 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $151,083 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $788,325 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STATE OF WISCONSIN | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REPORTS THE ACTUAL NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS REVIEW THE FINAL DRAFT OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS AND DIRECTORS ARE ASKED TO SELF DISCLOSE ANNUALLY. ANY DIRECTOR OR OFFICER HAVING MATERIAL OR FINANCIAL INTEREST IN A CONFLICT OR TRANSACTION PRESENTED TO THE BOARD OF DIRECTORS IS TO DISCLOSE ALL RELEVANT MATERIAL FACTS IN THE CONFLICT-OF-INTEREST DISCLOSURE. THE MINUTES OF THE MEETING MUST REFLECT THE DISCLOSURE MADE, THE VOTE, AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION, AS WELL AS WHETHER A QUORUM WAS PRESENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS SALARIES OF COMPARABLE POSITIONS IN THE COMMUNITY AND THE SURVEY OF EXECUTIVE DIRECTOR SALARIES PROVIDED BY WISCONSIN COMMUNITY ACTION PROGRAM ASSOCIATION. COMPENSATION REVIEWS ARE CONDUCTED ANNUALLY. FOLLOWING A PERFORMANCE EVALUATION, INCLUDING A 360 DEGREE EVALUATION, THE COMMITTEE RECOMMENDS A COMPENSATION ADJUSTMENT TO THE BOARD OF DIRECTORS FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | EINEIN |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY ACTION PROPERTIES LLC | |||||||||
| 20 ECLIPSE CENTER | BELOIT | WI | 53511 | AFFORDABLE HOUSING | WI | $0 | $0 | COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES | |
| BELOIT MATURE ADULT HOUSING LLC | |||||||||
| 20 ECLIPSE CENTER | BELOIT | WI | 53511 | AFFORDABLE HOUSING | WI | $342,136 | $1,211,151 | COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES | 391932669 |
| EVANSVILLE SENIOR HOUSING LP | |||||||||
| 20 ECLIPSE CENTER | BELOIT | WI | 53511 | AFFORDABLE HOUSING | WI | $190,951 | $1,139,341 | COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES | 391996893 |
| DELAVAN MATURE ADULT HOUSING LLC | |||||||||
| 20 ECLIPSE CENTER | BELOIT | WI | 53511 | AFFORDABLE HOUSING | WI | $216,045 | $1,287,576 | COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES | 391959312 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELOIT ASSISTED LIVING INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 ECLIPSE CENTER | AddressLine1Txt |
| City | BELOIT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392021602 | EIN |
| Primary Activities | AFFORDABLE HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |