2023-10-04T16:54:24-05:00 2023-03-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-04-01 391484945 WAYFORWARD RESOURCES INC WAYF 6088367338 3502 PARMENTER ST MIDDLETON WI 535621535 PATRICIA NOLAN PRESIDENT 6088367338 2023-10-03 1 PATRICIA NOLAN 999009999 0 SCOTT HAUMERSEN CPA P00084908 6082744020 2023-10-03 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ELLEN CARLSON 3502 PARMENTER ST MIDDLETON WI 535621535 4522021 0 X WAYFORWARDRESOURCES.ORG X 1984 WI BRINGING OUR COMMUNITY TOGETHER TO CREATE FOOD AND HOUSING SECURITY THROUGH ACTION AND ADVOCACY. 15 15 0 1151 0 0 3237023 4435318 0 0 4718 32133 22394 21339 3264135 4488790 1447499 2807391 0 0 834453 1150609 0 0 316410 423213 490729 2705165 4448729 558970 40061 3987420 3983190 143494 106737 3843926 3876453 X WAYFORWARD RESOURCES, INC. BRINGS OUR COMMUNITY TOGETHER TO CREATE FOOD AND HOUSING SECURITY THROUGH ACTION AND ADVOCACY. 0 0 2618069 2209052 0 FOOD SECURITY (PANTRY AND CLOTHING CENTER) - THE FOOD PANTRY RE-OPENED TO IN-PERSON SHOPPING IN JULY 2022, AUGMENTING THE DRIVE-THRU PANTRY WHICH CONTINUES ON SATURDAYS. THE IN-PERSON FOOD PANTRY OPERATES FOUR DAYS A WEEK, INCLUDING EVENING HOURS, AND SERVES ALL OF DANE COUNTY. GUESTS CAN VISIT AS OFTEN AS THEY NEED. DELIVERIES PROVIDE ACCESS TO FOOD FOR THOSE WHO STRUGGLE WITH TRANSPORTATION. THE FOOD PANTRY PROVIDES ACCESS TO NUTRITIOUS FOOD SUCH AS PRODUCE, PROTEIN SOURCES, AND DAIRY YEAR-ROUND. THE CLOTHING CENTER PROVIDES FREE CLOTHING AND HOUSEHOLD GOODS. ON OUR BUSIEST DAY OF THE WEEK OVER 500 PEOPLE ACCESS FOOD FROM THE PANTRY. 897215 485272 0 HOUSING STABILITY - THROUGH THE HOUSING STABILITY PROGRAM, CASE MANAGERS ASSESS AND PROVIDE SUPPORT TO HOUSEHOLDS, INCLUDING FINANCIAL HOUSING ASSISTANCE TO HELP PREVENT EVICTION AND MAINTAIN LONG-TERM STABLE HOUSING. FAMILIES RECEIVE ASSISTANCE WITH RENT, SECURITY DEPOSITS, UTILITIES, AND OTHER SMALL EMERGENCY GRANTS. IN ADDITION, AN OUTREACH CASE MANAGER WORKS WITH AREA ORGANIZATIONS TO FACILITATE BROADER ACCESS TO SERVICES FOR OUR COMMUNITY. ABOUT 500 HOUSEHOLDS RECEIVED HOUSING STABILITY FUNDS. THE CONNECTIONS HOUSING PROGRAM SERVES HOUSEHOLDS IN DOUBLED-UP LIVING ARRANGEMENTS. DOUBLING-UP IS WHEN AN INDIVIDUAL OR FAMILY LIVES WITH ANOTHER HOUSEHOLD TEMPORARILY OR SHUFFLES INDEFINITELY BETWEEN HOMES BECAUSE OF ECONOMIC NEED. THE CONNECTIONS PROGRAM SUPPORTS INDIVIDUALS THROUGH CASE MANAGEMENT AND FUNDS TO ENSURE HOUSEHOLDS HAVE A PLACE OF THEIR OWN TO CALL HOME. 138206 113067 0 SEASONAL PROGRAMS - THE SEASONAL PROGRAMS INCLUDED THE BACK TO SCHOOL PROGRAM AND WINTER WISHES PROGRAM. THE BACK TO SCHOOL PROGRAM PROVIDED BACKPACKS STUFFED WITH SCHOOL SUPPLIES TO CLIENTS WHO SIGNED UP FOR THE PROGRAM. BACKPACKS INCLUDED ADDITIONAL ITEMS SUCH AS HEADPHONES WITH MICROPHONES. FOR A SECOND YEAR, WINTER WISHES OPERATED AS A GIFT CARD PROGRAM, ALLOWING DONORS TO CONTINUE TO GIVE DIRECTLY TO FAMILIES WHILE STILL ALLOWING INDIVIDUALS AND FAMILIES THE DIGNITY OF CHOOSING THEIR OWN ITEMS BY SHOPPING ON THEIR OWN. 41811 0 0 ADVOCACY AND COMMUNITY EDUCATION - ESSENTIAL FOR CREATING UPSTREAM OUTCOMES TO HOUSING INSTABILITY AND FOOD INSECURITY THAT RESPOND TO SYSTEMIC INEQUITIES. SPECIFICALLY, RACIAL INEQUITIES AFFECT ACCESS TO FOOD AND HOUSING SECURITY. THIS PROGRAM PROVIDES EDUCATION OPPORTUNITIES FOR OUR STAFF AS WELL AS FOR OUR VOLUNTEERS AND PROVIDES OPPORTUNITIES FOR COMMUNITY COLLABORATION. ACTIVITIES THIS YEAR INCLUDED CREATING A NEW EQUITY ONBOARDING FOR VOLUNTEERS AS WELL AS ORGANIZING AN ONGOING FOUNDATIONAL RACIAL EQUITY TRAINING SERIES. 33755 0 0 SENIORS PROGRAM - THE SENIORS PROGRAM KEEPS SENIORS (AGE 60+) INDEPENDENT BY PROVIDING TRANSPORTATION, SHOPPING, AND HOME CHORE ASSISTANCE. THE PROGRAM ALSO DELIVERS GROCERIES FROM THE FOOD PANTRY, AS WELL AS FRIENDLY VISITOR PHONE CALLS AND OUTDOOR CHORE ASSISTANCE. 75566 0 0 3729056 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 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 1 X 81 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X ERICA HENDRICKS 6088367338 3502 PARMENTER ST MIDDLETON WI 535621535 PATRICIA NOLAN PRESIDENT 3.00 X X 0 0 0 SUSANNAH GUSTAFSON VICE PRESIDENT 1.00 X X 0 0 0 CRAIG KELEHER TREASURER 2.00 X X 0 0 0 DARREN FORTNEY SECRETARY 1.00 X X 0 0 0 CONNIE MATYE DIRECTOR 1.00 X 0 0 0 BRIAN HORNUNG DIRECTOR 1.00 X 0 0 0 TODD SMITH DIRECTOR 1.00 X 0 0 0 TIM CLEARY DIRECTOR 1.00 X 0 0 0 DANA MONOGUE DIRECTOR 1.00 X 0 0 0 JIM NEUMAN DIRECTOR 1.00 X 0 0 0 DOM RICKS DIRECTOR 1.00 X 0 0 0 CHASE HORNE DIRECTOR 1.00 X 0 0 0 GINGER BENZ DIRECTOR 1.00 X 0 0 0 AMY RACKI DIRECTOR 1.00 X 0 0 0 SUE LOKEN DIRECTOR 1.00 X 0 0 0 ELLEN CARLSON EXECUTIVE DIRECTOR 40.00 X 101845 0 4369 101845 0 4369 1 0 0 0 THE EMPLOYER GROUP INC P O BOX 930127 VERONA WI 535932210 EMPLOYEE LEASING SERVICES 1100771 1 132721 105346 55960 4141291 2132942 4435318 32133 32133 54570 105346 33231 21339 21339 4488790 0 0 53472 2807391 2807391 110035 28609 74824 6602 892326 571174 128372 192780 15333 9175 3108 3050 44499 26627 9021 8851 88416 52906 17923 17587 11100 11100 80733 4964 68460 7309 7468 52 7416 141595 52092 42065 47438 50936 30504 11461 8971 58878 50251 3851 4776 7407 4662 1537 1208 42253 17238 24478 537 731 731 53243 43739 4224 5280 23304 18973 1675 2656 13081 10751 381 1949 4448729 3729056 403263 316410 65830 39004 2339276 898955 192099 361818 2457 16624 1538 4231 1715590 436409 1326979 1279181 1322 1292813 57919 90564 3987420 3983190 104510 73311 38984 33426 143494 106737 X 3577591 3517104 266335 359349 3843926 3876453 3987420 3983190 X 40061 -7553 19 X 0 1 X 1 0 X 3953446 3867633 3611212 3237023 4435318 19104632 3953446 3867633 3611212 3237023 4435318 19104632 731018 18373614 6806 9753 6304 4718 32133 59714 19164346 162533 0.95870 0.93520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57919 3061 1855 1225 57900 56035 4251 2367 57919 46811 9224 56035 50000 1000 -2110 2079 46811 50000 50000 1.00000 0.00000 0.00000 1 0 324765 324765 985484 227447 758037 279626 174914 104712 125715 34048 91667 1279181 CASH AND CASH EQUIVALENTS 1292813 C 1292813 CAPITAL LEASE PAYABLE 33426 33426 4531003 -7553 16516 19 8982 4522021 -33231 -33231 4488790 4498476 16516 33231 49747 4448729 0 4448729 PART V, LINE 4: WAYFORWARD RESOURCES, INC.'S BOARD OF DIRECTORS HAS DESIGNATED A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF WAYFORWARD RESOURCES, INC. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MCF 19. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -33,231. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 33,231. CHIP IN TO END HUNGER GOLF EVENT 86695 58791 27904 1830 14720 5276 HOLIDAY ART FAIR 44086 37133 6953 2331 2617 1 23500 5494 18006 4860 500 154281 101418 52863 9021 15220 7893 32134 20729 1 GRANTS FOR RENT AND UTILITY ASSISTANCE, CAR REPAIRS, MEDICAL PRESCRIPTIONS, SCHOOL SUPPLIES, AND OTHER ASSISTANCE TO HELP MAINTAIN STABLE HOUSING AND AVOID EVICTION. 5163 479380 120334 ESTIMATED FAIR MARKET VALUE AT DATE OF DONATION TO THE ORGANIZATION SCHOOL AND OTHER SUPPLIES FOOD DISTRIBUTED THROUGH FOOD PANTRY AND CLOTHING DISTRIBUTED FROM CLOTHING CENTER. 5551 2196633 ESTIMATED FAIR MARKET VALUE AT DATE OF DONATION TO THE ORGANIZATION FOOD AND CLOTHING PERSONAL CARE ITEMS DISTRIBUTED TO SCHOOL DISTRICTS 650 11044 ESTIMATED FAIR MARKET VALUE AT DATE OF DONATION TO THE ORGANIZATION PERSONAL CARE ITEMS PART I, LINE 2: CASE MANAGERS MEET WITH INDIVIDUALS TO MAKE SURE THEY QUALIFY FOR CASH ASSISTANCE PER OUR GUIDELINES. FOOD PANTRY GUESTS MUST REGISTER FOR THE PANTRY AND CLOTHING CENTER. X 382314 ESTIMATED RESALE VALUE X 5 17746 QUOTED MARKET PRICE X 863785 1667432 ESTIMATED RESALE VALUE X WINTER WISHES 111 34500 ESTIMATED RESALE VAL X SCHOOL SUPPLIES 100 16959 ESTIMATED RESALE VAL X SUPPLIES 19 7062 ESTIMATED RESALE VAL X OTHER ASSISTANCE 19 6929 ESTIMATED RESALE VAL 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF FOOD CONTRIBUTIONS BASED ON WEIGHT. THE ORGANIZATION USES A COMBINATION OF THE NUMBER OF CONTRIBUTIONS AND THE NUMBER OF ITEMS CONTRIBUTED TO REPORT THE NUMBERS IN THE REMAINDER OF COLUMN (B). PART I, LINE 32B: WHEN NEEDED, THE ORGANIZATION USES A THIRD PARTY TO SELL NONCASH CONTRIBUTIONS SUCH AS AUTOMOBILES, REAL ESTATE, AND SECURITIES. FORM 990, PART V, LINE 2A WAYFORWARD RESOURCES, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, THE EMPLOYER GROUP, INC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF WAYFORWARD RESOURCES, INC., HOWEVER, THE EMPLOYER GROUP, INC. IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM THE EMPLOYER GROUP, INC. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED THEIR BYLAWS TO REFLECT THE NAME CHANGE. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE PREPARED FORM 990 IS REVIEWED BY THE AUDIT AND FINANCE COMMITTEE OF THE GOVERNING BODY. ANY CHANGES SUGGESTED BY THE COMMITTEE ARE PRESENTED TO THE MEMBERS OF THE GOVERNING BODY FOR APPROVAL. THE PREPARED FORM 990 IS FILED WITH THE IRS AFTER APPROVAL OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH MEETING, ALL DIRECTORS ARE ASKED TO DISCLOSE ANY PREVIOUSLY UNDISCLOSED CONFLICTS OF INTEREST. A DIRECTOR WITH A CONFLICT MAY BE ASKED TO RECUSE HIMSELF/HERSELF FROM THE PARTICULAR MOTION OR CONSIDERATION. ANY DISCLOSURES OF CONFLICTS OF INTEREST BECOME RECORD AS A PART OF THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE PERSONNEL COMMITTEE OF THE GOVERNING BODY ANNUALLY REVIEWS THE LATEST COMPENSATION AND BENEFITS SURVEY PREPARED BY THE UNITED WAY OF DANE COUNTY. THE EXECUTIVE DIRECTOR'S COMPENSATION AND BENEFITS ARE DETERMINED BASED ON A COMPARISON OF THE DUTIES AND RESPONSIBILITIES OF EXECUTIVE DIRECTORS AS OUTLINED IN THE SURVEY TO THE DUTIES AND RESPONSIBILITIES OF WAYFORWARD RESOURCES, INC.'S EXECUTIVE DIRECTOR AS WELL AS THE EXECUTIVE DIRECTOR'S JOB PERFORMANCE. THE EXECUTIVE DIRECTOR'S COMPENSATION IS APPROVED, IN WRITING, BY THE PERSONNEL COMMITTEE AND REPORTED TO ALL MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 19.