COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES (EIN 39-1052077)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349307360
- Schema version
- 2021v4.2
- 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 G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T11:41:47-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | PO BOX 8700 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537088700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | J | PersonFirstNm |
| Person Last | MARCELLUS PERRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE WEBBER | PreparerPersonNm |
| PTIN | P01396395 | PTIN |
| Phone | 6082741980 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $9,992,318 | 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 | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 129 | TotalEmployeeCnt |
| Total Volunteers | 206 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,945,144 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,185,756 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,466,093 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $846,467 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,824 | PYInvestmentIncomeAmt |
| CY Investment Income | $27,848 | CYInvestmentIncomeAmt |
| PY Other Revenue | $50,156 | PYOtherRevenueAmt |
| CY Other Revenue | $304,487 | CYOtherRevenueAmt |
| PY Total Revenue | $10,479,217 | PYTotalRevenueAmt |
| CY Total Revenue | $9,364,558 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,611,925 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,789,148 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,636,344 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,145,869 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $144,714 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,243,925 | PYOtherExpensesAmt |
| CY Other Expenses | $1,593,545 | CYOtherExpensesAmt |
| PY Total Expenses | $10,492,194 | PYTotalExpensesAmt |
| CY Total Expenses | $9,528,562 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$12,977 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$164,004 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,602,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,640,793 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,038,921 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,216,733 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,563,707 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,424,060 | 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 | $2,805,762 | ExpenseAmt |
| Grant | $1,958,409 | GrantAmt |
| Revenue | $5,826 | 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, RENT ASSISTANCE AND THE ONGOING OPERATION OF AN EMERGENCY SHELTER. DURING 2021, COMMUNITY ACTION EFFORTS ALLOWED 2446 HOUSEHOLDS TO OBTAIN OR MAINTAIN STABLE HOUSING, AND WE ASSISTED 195 HOMELESS INDIVIDUALS WITH EMERGENCY SHELTER SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,425,152 | ExpenseAmt |
| Grant | $963,969 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | WEATHERIZATION/ENERGY ASSISTANCE PROGRAMCOMMUNITY ACTION, INC. OF ROCK & WALWORTH COUNTIES (CAI) WEATHERIZATION PROGRAM INSTALLS ENERGY-SAVING IMPROVEMENTS THAT HELP LOW INCOME HOMEOWNERS, RENTERS, AND LANDLORDS WHO RENT TO LOW-INCOME PERSONS REDUCE THEIR ENERGY COSTS. TRADITIONAL WEATHERIZATION FUNDS IN 2021 WERE SUPPLEMENTED BY FUNDS FROM ENERGY ASSISTANCE, PUBLIC BENEFITS AND FEDERAL DEPARTMENT OF ENERGY. THE RESULT WAS A TOTAL OF 175 UNITS WEATHERIZED DURING CALENDAR YEAR 2021. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,060,048 | ExpenseAmt |
| Grant | $866,770 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FOOD PROGRAMS - CAI COORDINATES THE EMERGENCY FOOD ASSISTANCE PROGRAM FOR BOTH ROCK AND WALWORTH COUNTIES. IN 2021, CAI PROVIDED 3 MILLION POUNDS OF FOOD TO 15 PANTRIES AND 2 MEAL SITES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $936,701 | $0 | $18,625 | EMPLOYMENT TRAINING-CAI CONTINUED TO FOCUS CORE ORGANIZATIONAL EFFORTS ON BUILDING EMPLOYMENT PROGRAMS IN ORDER TO ASSIST INDIVIDUALS IN MOVING OUT OF POVERTY THROUGH WORK. KEY PROGRAMS INCLUDED THE FATHERHOOD INITIATIVE (48 INDIVIDUALS IN 2021), FRESH START (31 INDIVIDUALS IN 2021), AND TRANSITIONAL JOBS. SIGNIFICANT EFFORTS WERE FOCUSED ON EMPLOYMENT PLACEMENT AND ON WORKING WITH EMPLOYERS AND PARTNERS TO ADD HARD SKILLS TRAINING OPPORTUNITIES FOR PROGRAM PARTICIPANTS. |
| $813,108 | $0 | $725,598 | CHILD PROGRAMS -MERRILL COMMUNITY CENTER PROVIDES AFTER SCHOOL AND SUMMER PROGRAMMING FOR YOUTH AGES 6 -13 RESIDING IN THE BELOIT AREA WITH A FOCUS ON MERRILL/HACKETT NEIGHBORHOODS. THE AFTERSCHOOL PROGRAM INCLUDES EDUCATIONAL HOMEWORK ASSISTANCE AND TUTORING IN ORDER TO SUPPORT ACADEMIC SUCCESS. THESE ACADEMIC EFFORTS ARE ENHANCED WITH CHARACTER EDUCATION PROGRAMMING DESIGNED TO PROMOTE SELF-ESTEEM, RESPECT FOR PEERS, PROMOTE HEATHY CHOICES TO AVOID RISKY BEHAVIORS AND PROVIDE EDUCATION TO PREVENT BULLYING. |
| $466,654 | $0 | $96,419 | OTHER PROGRAM SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,216,463 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $840,642 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,507,425 | 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 | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 160 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 129 | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | DEBBIE SHELDON | 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 (21 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 |
|---|---|---|---|---|---|---|---|
| AMANDA SOOKRAJ | |||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIE LEWIS | |||||||
| CHAIR (THRU JUNE) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIN DAVIS | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALAN KUPSIK | |||||||
| 2ND VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEN O'CONNELL | |||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRENDA PINSON | |||||||
| SECRETARY/TREASURER (THRU JUNE) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM BRIEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY CAREY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN CHESEBRO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERANCE CUMMINGS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RENEE JOHNSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACOB MCHUGH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AL HULICK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLO NEVICOSI | |||||||
| 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 | ||
| MARY WEEDEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL WILSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J MARC PERRY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 1.00 | Yes (X) | $114,991 | $0 | $13,275 | |
| DEBBIE SHELDON | |||||||
| FINANCE DIRECTOR | 40.00 | 1.00 | Yes (X) | $72,737 | $0 | $24,025 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $187,728 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $37,300 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | 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 |
|---|---|---|---|---|---|
| LLOYD'S PLUMBING AND HEATING CORP | |||||
| PO BOX 1618 2352 W HWY 14 | JANESVILLE | WI | 53547 | WEATHERIZATION SERVICES | $362,958 |
| WEATHERIZATION SERVICES LLC | |||||
| 1101 W LAYTON AVE | MILWAUKEE | WI | 53221 | WEATHERIZATION SERVICES | $213,214 |
| AGSUN CORPORATION INC | |||||
| PO BOX 1617 | JANESVILLE | WI | 53547 | WEATHERIZATION SERVICES | $142,420 |
| QUIGLEY SMART INC | |||||
| 1531 GALE DRIVE | BELOIT | WI | 53511 | WEATHERIZATION SERVICES | $123,822 |
| BENEFICIAL INSULATION LLC | |||||
| PO BOX 566 | JANESVILLE | WI | 53547 | WEATHERIZATION SERVICES | $111,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $319,090 | FederatedCampaignsAmt |
| Government Grants | $7,494,169 | GovernmentGrantsAmt |
| All Other Contributions | $372,497 | AllOtherContributionsAmt |
| Total Contributions | $8,185,756 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CHILD PROGRAMS | 624410 | $725,598 | $725,598 |
| HOMELESS/SHELTER PROGRAMS | 624200 | $18,625 | $18,625 |
| EMPLOYMENT AND TRAINING PROGRAMS | 624100 | $5,826 | $5,826 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,418 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $96,418 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $846,467 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,647 | TotalRevenueColumnAmt |
| Exclusion | $6,647 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $776,463 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $618,357 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $158,106 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $158,106 | TotalRevenueColumnAmt |
| Exclusion | $158,106 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,006 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $3,805 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,006 | SecuritiesAmt |
| Other | -$3,805 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,201 | TotalRevenueColumnAmt |
| Exclusion | $21,201 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,979 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $5,598 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,381 | TotalRevenueColumnAmt |
| Exclusion | $16,381 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $130,000 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,000 | TotalRevenueColumnAmt |
| Exclusion | $130,000 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,364,558 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $846,467 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $332,335 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866,770 | TotalAmt |
| Program Services | $866,770 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,922,378 | TotalAmt |
| Program Services | $2,922,378 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,028 | TotalAmt |
| Management And General | $225,028 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,273,475 | TotalAmt |
| Program Services | $2,803,486 | ProgramServicesAmt |
| Management And General | $394,719 | ManagementAndGeneralAmt |
| Fundraising | $75,270 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,602 | TotalAmt |
| Program Services | $84,316 | ProgramServicesAmt |
| Management And General | $7,596 | ManagementAndGeneralAmt |
| Fundraising | $2,690 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,607 | TotalAmt |
| Program Services | $256,603 | ProgramServicesAmt |
| Management And General | $32,819 | ManagementAndGeneralAmt |
| Fundraising | $8,185 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,157 | TotalAmt |
| Program Services | $202,529 | ProgramServicesAmt |
| Management And General | $46,168 | ManagementAndGeneralAmt |
| Fundraising | $6,460 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,500 | TotalAmt |
| Management And General | $38,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,493 | TotalAmt |
| Program Services | $130,354 | ProgramServicesAmt |
| Management And General | $45,951 | ManagementAndGeneralAmt |
| Fundraising | $1,188 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,135 | TotalAmt |
| Program Services | $367,829 | ProgramServicesAmt |
| Management And General | $10,753 | ManagementAndGeneralAmt |
| Fundraising | $1,553 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,197 | TotalAmt |
| Program Services | $20,197 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,418 | TotalAmt |
| Program Services | $383,093 | ProgramServicesAmt |
| Management And General | $44,853 | ManagementAndGeneralAmt |
| Fundraising | $6,472 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,702 | TotalAmt |
| Program Services | $41,420 | ProgramServicesAmt |
| Management And General | $982 | ManagementAndGeneralAmt |
| Fundraising | $300 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,438 | TotalAmt |
| Program Services | $24,905 | ProgramServicesAmt |
| Management And General | $4,533 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,361 | TotalAmt |
| Program Services | $5,361 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,986 | TotalAmt |
| Program Services | $179,986 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,816 | TotalAmt |
| Program Services | $44,383 | ProgramServicesAmt |
| Management And General | $2,433 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT EXPENSE | Desc |
| Total | $29,058 | TotalAmt |
| Program Services | $29,058 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,441 | TotalAmt |
| Program Services | $144,757 | ProgramServicesAmt |
| Management And General | $22,088 | ManagementAndGeneralAmt |
| Fundraising | $42,596 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,528,562 | TotalAmt |
| Program Services | $8,507,425 | ProgramServicesAmt |
| Management And General | $876,423 | ManagementAndGeneralAmt |
| Fundraising | $144,714 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650 | BOYAmt |
| EOY | $100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,337,373 | BOYAmt |
| EOY | $1,133,579 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $622,432 | BOYAmt |
| EOY | $856,304 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,616 | BOYAmt |
| EOY | $58,195 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,839,879 | BOYAmt |
| EOY | $2,733,635 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $685,710 | BOYAmt |
| EOY | $598,133 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,616 | BOYAmt |
| EOY | $56,397 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,672,236 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,981,614 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,479,677 | BOYAmt |
| EOY | $4,690,622 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,675 | BOYAmt |
| EOY | $513,828 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,602,628 | BOYAmt |
| EOY | $10,640,793 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,867 | BOYAmt |
| EOY | $412,497 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,797 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,788,958 | BOYAmt |
| EOY | $3,127,456 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $603,299 | BOYAmt |
| EOY | $676,780 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,038,921 | BOYAmt |
| EOY | $4,216,733 | 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 | $2,739,388 | BOYAmt |
| EOY | $2,610,638 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,824,319 | BOYAmt |
| EOY | $3,813,422 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,563,707 | BOYAmt |
| EOY | $6,424,060 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,602,628 | BOYAmt |
| EOY | $10,640,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$164,004 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,357 | 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 | $6,521,911 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,237,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,815,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,945,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,185,756 | CurrentTaxYearAmt |
| Total | $36,706,334 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,521,911 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,237,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,815,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,945,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,185,756 | CurrentTaxYearAmt |
| Total | $36,706,334 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $36,706,334 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $676,614 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $696,702 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $744,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $746,587 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $783,110 | CurrentTaxYearAmt |
| Total | $3,647,452 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,353,786 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,490,749 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91500 | 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 | $1,065 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,065 | 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 | $6,437,376 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,682,168 | DepreciationAmt |
| Book Value | $3,755,208 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $527,540 | OtherCostOrOtherBasisAmt |
| Depreciation | $299,446 | DepreciationAmt |
| Book Value | $228,094 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,690,622 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LOAN PAYABLE - RELATED PARTY | $5,258 |
| OTHER LIABILITIES | $266,033 |
| ADVANCED GRANTS | $405,489 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $676,780 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,012,870 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $24,357 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $623,955 | OtherRevenueAmt |
| Revenue Not Reported | $648,312 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,364,558 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,364,558 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,152,517 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $623,955 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $623,955 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,528,562 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,528,562 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS 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 FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 5,598. RENT EXPENSE 618,357. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 5,598. RENT EXPENSE 618,357. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GINGERBREAD | Event1Nm |
| Gross Receipts Event1 | $21,979 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $21,979 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $5,598 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $21,979 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $21,979 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,598 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,598 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,381 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| JAD FOUNDATION INC | ||||||||||
| 101 TERRACE DR | LAKE GENEVA | WI | 53147 | 264560796 | 501(C)(3) | $0 | $157,351 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| CARITAS INC | ||||||||||
| 2840 PRAIRIE AVE | BELOIT | WI | 53511 | 391304689 | 501(C)(3) | $0 | $146,080 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| EVERYONE COOPERATING TO HELP OTHERS INC | ||||||||||
| 685 S HIGH ST | JANESVILLE | WI | 53548 | 391222279 | 501(C)(3) | $0 | $120,410 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| BELOIT CORPS - THE SALVATION ARMY | ||||||||||
| 628 BROAD ST | BELOIT | WI | 53511 | 362167910 | 501(C)(3) | $0 | $104,716 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| JANESVILLE WI CORPS COMMUNITY CENTER - THE SALVATION ARMY | ||||||||||
| 514 SUTHERLAND AVE | JANESVILLE | WI | 53545 | 362167910 | 501(C)(3) | $0 | $94,429 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| THE 14TH APOSTLE | ||||||||||
| 714 E WALWORTH AVE | DELAVAN | WI | 53115 | 391452288 | 501(C)(3) | $0 | $37,561 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| ELKHORN FOOD PANTRY INC | ||||||||||
| W6827 HAZEL RIDGE RD | DELAVAN | WI | 53115 | 391715868 | 501(C)(3) | $0 | $35,973 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST OF LAKE GENEVA WI INC | ||||||||||
| 715 WISCONSIN ST | LAKE GENEVA | WI | 53147 | 390989192 | 501(C)(3) | $0 | $32,679 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| EVANSVILLE ECUMENICAL CARE CLOSET LTD | ||||||||||
| PO BOX 241 | EVANSVILLE | WI | 53536 | 134256329 | 501(C)(3) | $0 | $25,363 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| EDGERTON COMMUNITY OUTREACH INC | ||||||||||
| 106 S MAIN ST | EDGERTON | WI | 53534 | 391618796 | 501(C)(3) | $0 | $24,936 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| BIG FOOT EMERGENCY FOOD PANTRY | ||||||||||
| PO BOX 209 | WALWORTH | WI | 53184 | 390690336 | 501(C)(3) | $0 | $24,567 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| EAST TROY FOOD PANTRY INC | ||||||||||
| 2861 AUSTIN ST | EAST TROY | WI | 53120 | 391447159 | 501(C)(3) | $0 | $14,023 | STATE OF WI VALUE | COMMODITY FOODS | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | 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 | 123 | $1,958,409 | |||
| WEATHERIZATION | 330 | $963,969 | 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 M IRS990ScheduleM
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $866,770 | 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 TRACKS AND REPORTS THE ACTUAL NUMBER OF CONTRIBUTIONS RECEIVED. | 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. THIS STUDY WAS LAST CONDUCTED IN FALL OF 2018. 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 | $329,461 | $1,287,274 | COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES | 391932669 |
| EVANSVILLE SENIOR HOUSING LP | |||||||||
| 20 ECLIPSE CENTER | BELOIT | WI | 53511 | AFFORDABLE HOUSING | WI | $165,225 | $1,223,059 | COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES | 391996893 |
| DELAVAN MATURE ADULT HOUSING LLC | |||||||||
| 20 ECLIPSE CENTER | BELOIT | WI | 53511 | AFFORDABLE HOUSING | WI | $174,452 | $1,302,075 | 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 |