2023-03-27T21:23:11-05:00 2022-08-31 410746749 CLIFTONLARSONALLEN LLP 1175 LOMBARDI AVENUE SUITE 200 GREEN BAY WI 54304 990 2021-09-01 391044089 COLLEGEREADY INC COLL 9208579088 715 SUPERIOR ROAD SUITE 102 GREEN BAY WI 54311 MARK FISCHER TREASURER 9208579088 2023-03-23 1 MARK FISCHER 999009999 WENDY MALLO P01250277 9204367800 2023-03-23 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BRENT ROUBAL 715 SUPERIOR ROAD SUITE 102 GREEN BAY WI 54311 2326740 0 X HTTPS://COLLEGEREADYWI.ORG/ X 1962 WI COLLEGEREADY CREATES HOPE AND BRIGHTER FUTURES FOR YOUTH OF ALL BACKGROUNDS IN NORTHEAST WISCONSIN. THROUGH SCHOLARSHIPS AND COLLEGE READINESS PROGRAMMING, WE HELP STUDENTS BREAK DOWN BARRIERS TO HIGHER EDUCATION AND CHANGE THEIR LIVES. 10 10 7 76 0 0 478321 508660 3000 3000 526655 579225 0 0 1007976 1090885 366101 352486 0 0 432034 416603 0 0 51062 163875 160677 962010 929766 45966 161119 10060977 8435239 75811 74289 9985166 8360950 COLLEGEREADY CREATES HOPE AND BRIGHTER FUTURES FOR YOUTH OF ALL BACKGROUNDS IN NORTHEAST WISCONSIN. THROUGH SCHOLARSHIPS AND COLLEGE READINESS PROGRAMMING, WE HELP STUDENTS BREAK DOWN BARRIERS TO HIGHER EDUCATION AND CHANGE THEIR LIVES. 0 0 529373 352486 3000 SCHOLARSHIPS - WE HELP DESERVING STUDENTS WITH FINANCIAL NEED MAKE THEIR COLLEGE DREAMS COME TRUE THROUGH SCHOLARSHIPS. THIS PAST YEAR WE SUPPORTED 169 LOCAL STUDENTS WITH AWARDS TOTALING $352,486. RECIPIENTS ARE SELECTED THROUGH A COMPREHENSIVE APPLICATION PROCESS WHICH EVALUATES THEIR ACADEMIC ACHIEVEMENT, COMMUNITY INVOLVEMENT, LEADERSHIP, AND PARTICIPATION IN EXTRACURRICULAR ACTIVITIES. IN ADDITION, WE COUNSEL ALL LOCAL HIGH SCHOOL SENIORS ON HOW TO FIND AND PREPARE FOR SCHOLARSHIP OPPORTUNITIES, AS WELL AS HELP THEM UNDERSTAND THE COMPONENTS OF A QUALITY POSTSECONDARY EDUCATION. 170977 COLLEGE READINESS - OUR NEW SCHOLARS PROGRAM HELPS AREA STUDENTS OVERCOME POVERTY WITH THE POWER OF EDUCATION. THROUGH OUR CURRICULUM, WHICH IS BUILT TO IMPROVE READING, WRITING, AND CHARACTER DEVELOPMENT, WE HELP LOW-INCOME STUDENTS BECOME THE FIRST IN THEIR FAMILY TO ATTEND AND GRADUATE FROM COLLEGE. STARTING IN 6TH GRADE AND CONTINUING THROUGH 12TH GRADE, WE HELP THESE STUDENTS ON THEIR PATH TO HIGHER EDUCATION AND PREPARE THEM FOR ACCEPTANCE INTO COLLEGE. THROUGH ACTIVE STUDENT AND PARENT PARTICIPATION, EACH NEW SCHOLAR CAN ALSO EARN UP TO A $5,000 SCHOLARSHIP UPON THEIR HIGH SCHOOL GRADUATION. 700350 1 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 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 1 0 0 7 1 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 1 0 WI X JENNIFER TICE 9208579088 715 SUPERIOR ROAD SUITE 102 GREEN BAY WI 54311 MARK FISCHER PRESIDENT 2.00 X X 0 0 0 SUSAN SCHOENBERGER VICE PRESIDENT 2.00 X X 0 0 0 BENJAMIN HAYES TREASURER 2.00 X X 0 0 0 HEATHER SEABORN SECRETARY 2.00 X X 0 0 0 CLAIRE WILLIAMS BOARD MEMBER 1.00 X 0 0 0 LORA WARNER BOARD MEMBER 1.00 X 0 0 0 DAVID VAN STRATEN BOARD MEMBER 1.00 X 0 0 0 MIKE HOGAN BOARD MEMBER 1.00 X 0 0 0 CINDY ZUEGE BOARD MEMBER 1.00 X 0 0 0 JENNIFER JONES BOARD MEMBER 1.00 X 0 0 0 BRENT ROUBAL EXECUTIVE DIRECTOR 40.00 X 102292 0 14246 JENNIFER TICE OPERATIONS DIRECTOR 40.00 X 61919 0 12795 164211 0 27041 1 0 0 0 0 8545 500115 508660 ADMINISTRATIVE FEES 611710 3000 3000 3000 109421 109421 1705659 1235855 469804 469804 469804 1090885 3000 0 579225 352486 352486 199848 68983 95979 34886 162667 158434 4233 4440 4418 22 21386 19416 1602 368 28262 18370 7348 2544 22951 18131 3672 1148 10432 10432 40862 40862 1967 841 89 1037 17359 8000 1240 8119 18734 15196 2696 842 20139 15910 3222 1007 3763 3741 16 6 1379 1089 221 69 FOOD AND EVENTS 17061 15335 690 1036 MISCELLANEOUS 6030 6030 929766 700350 178354 51062 47098 51164 430726 273556 1000 10500 7196 6644 8514183 7203750 1059022 885759 1752 3866 10060977 8435239 29676 27654 3000 3500 43135 43135 75811 74289 X 6008247 4586606 3976919 3774344 9985166 8360950 10060977 8435239 X 161119 -1787160 1825 X 0 1 X 1 0 X 285170 339704 444973 478321 508660 2056828 285170 339704 444973 478321 508660 2056828 705246 1351582 140142 154984 151923 101592 109421 658062 4218 4092 8310 2723200 14940 0.49630 0.45190 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 4,218. 2019 AMOUNT: $ 4,092. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 885759 F 885759 -732737 -1787160 4400 -1782760 1050023 40862 40862 1090885 891479 4400 4400 887079 40862 1825 42687 929766 PART IV, LINE 2B: COLLEGEREADY, INC. HAS AN AGENCY RELATIONSHIP WITH SEVERAL ORGANIZATIONS WHEREBY COLLEGEREADY, INC. RECEIVES DONATIONS AND PAYS OUT SCHOLARSHIPS ON BEHALF OF THESE ORGANIZATIONS. COLLEGEREADY, INC. RECEIVES ADMINISTRATIVE FEES FROM THESE ORGANIZATIONS FOR HANDLING THESE FUNDS FOR THEM. ALL REVENUES AND EXPENSES ARE REPORTED IN A FISCAL AGENCY LIABILITY ACCOUNT. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECOVERY OF PRIOR YEAR GRANTS NETTED WITH GRANT EXPENSE 1,825. 1 SCHOLARSHIPS PAID IN FISCAL YEAR 2021 169 352486 PART I, LINE 2: VERIFICATION OF BUDGETED AMOUNTS TO ACTUAL AS WELL AS FINANCE COMMITTEE OVERSIGHT. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR PLANNING THE ACTIVITIES AND DIRECTION OF THE BOARD, ACTING ON BEHALF OF THE BOARD AT TIMES WHEN THE BOARD DOES NOT OR CANNOT MEET. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE BOARD'S OFFICERS; THE PRESIDENT, VICE-PRESIDENT, SECRETARY, AND TREASURER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS INITIALLY REVIEWED BY THE TREASURER AND FINANCE COMMITTEE, AND THEN PRESENTED IN DRAFT FORM TO THE ENTIRE BOARD FOR REVIEW. IT WILL BE FILED WITH THE IRS AFTER BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED REGULARLY BY THE BOARD WITH EACH BOARD MEMBER ASKED TO REAFFIRM THEIR COMMITMENT BY SIGNING THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ANNUAL SALARY FOR THE EXECUTIVE DIRECTOR IS DISCUSSED AND APPROVED BY THE BOARD OF DIRECTORS BASED ON PERFORMANCE FACTORS AND COMPARABLE SALARIES FOR SIMILAR POSITIONS IN THE MARKET. THE COMPENSATION OF OTHER KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR BASED ON PERFORMANCE AND ANTICIPATED BUDGETS WHICH ARE REVIEWED BY THE FINANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. A LOCAL NON-PROFIT SURVEY IS USED FOR SALARY BENCHMARKS. OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS DO NOT RECEIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: RECOVERY OF PRIOR YEAR GRANTS NETTED AGAINST GRANT EXPENSES 1,825.