2023-11-13T15:46:49-06:00 2022-12-31 391210538 SCRIBNER COHEN AND COMPANY SC 756 NORTH MILWAUKEE ST 300 MILWAUKEE WI 53202 990 2022-01-01 391893799 URBAN ECONOMIC DEVELOPMENT ASSOCIATION OF WISCONSIN INC URBA 4145629904 1915 N DR MARTIN LUTHER KING 260 MILWAUKEE WI 53212 KRISTI LUZAR EXECUTIVE DIRECTOR 4145629904 2023-11-13 1 KRISTI LUZAR 999009999 1 KELLY K MILLER CPA P00562808 4142711700 2023-11-13 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z KRISTI LUZAR 1915 N DR MARTIN LUTHER KING 260 MILWAUKEE WI 53212 660330 0 X WWW.UEDA.ORG X 1997 WI UEDA IS A MEMBERSHIP ASSOCIATION DEDICATED TO THE PROFESSIONAL DEVELOPMENT OF INDIVIDUALS AND GROUPS. 10 10 0 86 0 0 622549 653056 2250 7250 19 24 -5317 -7547 619501 652783 0 3437 0 0 230252 244218 0 0 8736 307169 281201 537421 528856 82080 123927 358836 491165 12619 21021 346217 470144 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 129029 2500 TECHNICAL ASSISTANCE: UEDA RECEIVES U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) FUNDS FOR THE CITY OF MILWAUKEE TO PROVIDE TECHNICAL ASSISTANCE. PROJECTS INCLUDE COMMUNITY PLANNING/OUTREACH, EVICTION PREVENTION SERVICES, POLICY AND PROGRAM REVIEW, DATA ANALYSIS, AGENCY TRAINING, AND ORGANIZATIONAL PROJECTS TO STRENGTHEN THE OPERATIONS OF OTHER CDBG-FUNDED AGENCIES (I.E. FINANCIAL MANAGEMENT, STRATEGIC PLANNING, PROGRAM EVALUATION, TECHNOLOGY). 109143 FINANCIAL EMPOWERMENT: UEDA HOSTS THE BANK ON GREATER MILWAUKEE COALITION, PART OF A NATIONAL NETWORK THAT WORKS TO CONNECT PEOPLE TO SAFE AND AFFORDABLE FINANCIAL PRODUCTS AND SERVICES. THIS CROSS-SECTOR INITIATIVE IS A COLLABORATION BETWEEN FINANCIAL INSTITUTIONS, COMMUNITY-BASED ORGANIZATIONS AND LOCAL GOVERNMENT TO ENSURE THAT ALL RESIDENTS HAVE THE OPPORTUNITY TO BE FINANCIALLY HEALTHY AND ARE CONNECTED TO RESOURCES THEY CAN TRUST. 97110 4750 CONTRACTED SERVICES: UEDA OFFERS SERVICES SUCH AS STRATEGIC PLANNING, EVENT COORDINATION, COMMUNITY OUTREACH, EVALUATION/RESEARCH, FISCAL SPONSORSHIP AS A FEE-FOR-SERVICE. RECENT PROJECTS INCLUDE WORK WITH SOUTHEASTERN WISCONSIN REGIONAL PLANNING COMMISSION (SEWRPC), KIN UNIVERSE, METCALFE PARK COMMUNITY BRIDGES, UPSTART KITCHEN, AND WI STUDENT LOAN DEBT COALITION. 118582 3437 TAKE ROOT MILWAUKEE: UEDA HELPED LAUNCH THIS PROGRAM IN 2010, WHICH WORKS IN PARTNERSHIP WITH THE CITY OF MILWAUKEE, FREDDIE MAC AND 50+ MEMBERS TO PROMOTE SUSTAINABLE HOMEOWNERSHIP RESOURCES AND STRONG NEIGHBORHOODS. ACTIVITIES INCLUDE PROGRAM ADMINISTRATION, EVENT COORDINATION, PROMOTION OF HOMEOWNERSHIP EDUCATION SERVICES, CONNECTING CONSUMERS TO HOMEBUYING AND HOME REPAIR AND RESOURCES, AND WORKING TO MITIGATGE THE IMPACT OF FORECLOSURES ON NEIGHBORHOODS.CAPACITY BUILDING & MEMBERSHIP: UEDA PROVIDES INFORMATION, RESOURCES, AND NETWORKING OPPORTUNITIES TO ITS MEMBERS AND PARTNERS, WORKING TO KEEP THEM INFORMED ON ISSUES SUCH AS AFFORDABLE HOUSING, NEIGHBORHOOD REVITALIZATION, REAL ESTATE DEVELOPMENT, FINANCIAL CAPABILITY AND INCLUSION, LENDING, GOVERNMENT REGULATIONS, WORKFORCE ISSUES, REGIONAL TRANSPORTATION, AND SMALL BUSINESS SUPPORT. ACTIVITIES INCLUDE EVENTS, MONTHLY NEWSLETTER, TRAINING AND EDUCATION, AFFINITY GROUPS SUCH AS NONPROFIT LIFT, COMMITTEE SERVICE, AND SOCIAL MEDIA ENGAGEMENT.EVENTS: UEDA HOSTS THE ANNUAL COMMUNITY GATHERING AND EMERGING TOPICS IN ECONOMIC DEVELOPMENT SERIES, WHICH PROVIDE OPPORTUNITIES FOR BUSINESSES, GOVERNMENT AND COMMUNITY-BASED ORGANIZATIONS TO NETWORK, EXCHANGE IDEAS AND LEARN BEST PRACTICES ON ECONOMIC AND COMMUNITY DEVELOPMENT ISSUES. UEDA ALSO HAS AN ANNUAL FUNDRAISER EACH YEAR, "CARNIVAL MILWAUKEE," WHICH HIGHLIGHTS LOCAL BUSINESSES AND CULTURAL PARTNERS. 118582 3437 453864 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 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 24 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 0 1 1 0 0 WI X BUSINESS ACCOUNTING & TAX PROFESSIONALS LLC 2625102331 2444 N GRANDVIEW BLVD UPPER LEVEL WAUKESHA WI 53188 BARBARA MARKOFF PRESIDENT 1.00 X X 0 0 0 NIKKI PAYNE VICE PRESIDENT 1.00 X X 0 0 0 NATHAN GUEQUIERRE SECRETARY 1.00 X X 0 0 0 KATIE MADISON 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 PETER RICHARDSON DIRECTOR 1.00 X 0 0 0 MIKE WARD DIRECTOR 1.00 X 0 0 0 KRISTI LUZAR EXEUCTIVE DIRECTOR 40.00 X 63026 0 11709 63026 0 11709 0 0 0 0 QTI HUMAN RESOURCES INC 4476 ROBERTSON RD MADISON WI 53714 EMPLOYEE LEASING SERVICES 192169 1 24320 33543 124718 470475 653056 CONTRACTED SERVICES 611430 7250 7250 7250 24 24 0 33543 7547 -7547 -7547 652783 7250 0 -7523 X 3437 3437 74735 65393 7145 2197 144603 126525 13818 4260 9870 8635 944 291 15010 13133 1435 442 14278 14278 200685 177362 23323 200 200 16426 15708 549 169 15300 13387 1463 450 2515 2515 22325 19533 2135 657 2924 2558 280 86 MISCELLANEOUS 6261 5478 599 184 BAD DEBT 287 287 528856 453864 66256 8736 12464 0 228018 314988 115712 164147 1000 1292 1350 7136 7136 0 0 1350 9680 358836 491165 12619 13309 0 7712 12619 21021 X 51430 54702 294787 415442 346217 470144 358836 491165 123927 0 X 0 1 X 1 0 X 351437 430993 578749 622549 653056 2636784 351437 430993 578749 622549 653056 2636784 440575 2196209 165 215 60 19 24 483 2637267 0.83280 0.86470 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4225 4225 0 2911 2911 0 0 LEASE LIABILITY 7712 7712 660330 0 660330 -7547 -7547 652783 536403 7547 7547 528856 0 528856 PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VII, LINE 8B -7,547. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VII, LINE 8B 7,547. CARNIVAL EVENT 33543 33543 7547 33543 33543 7547 7547 -7547 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 177,362. MANAGEMENT AND GENERAL EXPENSES 23,323. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200,685.