2022-11-10T12:36:46-06:00 2021-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2021-01-01 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 2022-11-10 1 KRISTI LUZAR 999009999 JENNY TARKOWSKI CPA P00634290 6082744020 2022-11-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KRISTI LUZAR 1915 N DR MARTIN LUTHER KING 260 MILWAUKEE WI 53212 625627 0 X UEDAWI.ORG X 1997 WI UEDA IS A MEMBERSHIP ASSOCIATION DEDICATED TO THE PROFESSIONAL DEVELOPMENT OF INDIVIDUALS AND GROUPS WORKING IN ECONOMIC AND COMMUNITY DEVELOPMENT IN WISCONSIN. UEDA'S WORK HAS FOCUSED PRIMARILY ON HOUSING DEVELOPMENT, ECONOMIC DEVELOPMENT AND JOB CREATION WITH AN EMPHASIS ON REGIONAL TRANSPORTATION, FORECLOSURE MITIGATION, SUSTAINABLE HOMEOWNERSHIP AND REGIONAL FOOD INITIATIVES. 10 10 0 86 0 0 578749 622549 1249 2250 60 19 -750 -5317 579308 619501 2899 0 0 0 267879 247963 0 0 18079 250373 289458 521151 537421 58157 82080 273027 358836 8890 12619 264137 346217 X UEDA IS A MEMBERSHIP ASSOCIATION DEDICATED TO THE PROFESSIONAL DEVELOPMENT OF INDIVIDUALS AND GROUPS WORKING IN ECONOMIC AND COMMUNITY DEVELOPMENT IN WISCONSIN. UEDA'S WORK HAS FOCUSED PRIMARILY ON HOUSING DEVELOPMENT, ECONOMIC DEVELOPMENT AND JOB CREATION WITH AN EMPHASIS ON REGIONAL TRANSPORTATION, FORECLOSURE MITIGATION, SUSTAINABLE HOMEOWNERSHIP AND REGIONAL FOOD INITIATIVES. 0 0 171268 TECHNICAL ASSISTANC - UEDA IS A SUBRECIPIENT FOR U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) FUNDS FOR THE CITY OF MILWAUKEE. PROJECTS INCLUDE COORDINATION OF COMMUNITY PLANNING AND EVICTION PREVENTION SERVICES, POLICY AND PROGRAM REVIEW/DEVELOPMENT, NEIGHBORHOOD-BASED DATA ANALYSIS AND TRAINING SUPPORT, AND ORGANIZATIONAL-BASED TECHNICAL ASSISTANCE TO STRENGTHEN THE OPERATIONS OF OTHER CDBG-FUNDED AGENCIES (I.E. FINANCIAL MANAGEMENT, STRATEGIC PLANNING, PROGRAM EVALUATION, TECHNOLOGY INFRASTRUCTURE). 180877 OTHER COLLABORATIVE PROJECTS - OTHER COLLABORATIVE PROJECTSUEDA ALSO ENGAGES IN OTHER INITIATIVES AS AN INTERMEDIARY, ASSISTING TO BUILD AND FACILITATE COLLABORATIONS AMONG INDIVIDUALS, ORGANIZATIONS AND GROUPS WORKING ACROSS SECTORS IN ECONOMIC AND COMMUNITY DEVELOPMENT AND SUPPORT OF THE NONPROFIT SECTOR. EXAMPLES INCLUDE BANK ON GREATER MILWAUKEE, NONPROFIT LIFT, MILWAUKEE RENTAL HOUSING RESOURCE CENTER, FINANCIAL EQUITY GROUP, FOOD ENTERPRISE DEVELOPMENT NETWORK (FEDN), AND SMALL BUSINESS AFFINITY GROUP. 67431 TAKE ROOT MILWAUKEE - A PROGRAM OF UEDA, THIS INITIATIVE IS IN PARTNERSHIP WITH THE CITY OF MILWAUKEE, FREDDIE MAC AND 48 OTHER MEMBERS TO PROMOTE SUSTAINABLE HOMEOWNERSHIP RESOURCES AND STRONG NEIGHBORHOODS. UEDA PROVIDES PROGRAM ADMINISTRATION THAT ASSISTS WITH VARIOUS EVENTS AND ACTIVITIES THAT PROMOTE HOMEOWNERSHIP EDUCATION, CONNECTS CONSUMERS TO HOMEBUYING AND HOME REPAIR AND RESOURCES, AND MITIGATES THE IMPACT OF FORECLOSURES ON NEIGHBORHOODS. 25751 CAPACITY BUILDING - PROVIDING INFORMATION, SERVICES AND NETWORKING OPPORTUNITIES TO UEDA MEMBERS. UEDA WORKS TO KEEP ITS MEMBERS INFORMED AND UPDATED ON THE KEY ISSUES THAT IMPACT THEIR WORK INCLUDING HOUSING, NEIGHBORHOOD REVITALIZATION, REAL ESTATE DEVELOPMENT, FINANCIAL CAPABILITY AND INCLUSION, LENDING, GOVERNMENT REGULATIONS, WORKFORCE ISSUES, REGIONAL TRANSPORTATION, AND SMALL BUSINESS SUPPORT. OUTCOME EXAMPLES ARE STAFF SERVICE ON BOARDS AND COMMITTEES, MONTHLY NEWSLETTERS, EDUCATIONAL AND/OR NETWORKING EVENTS, AFFINITY GROUPS, STAKEHOLDER MEETINGS, POLICY UPDATES, LISTSERV AND SOCIAL MEDIA ENGAGEMENT. 4934 EVENTS AND WORKSHOPS - UEDA COORDINATES AND/OR HOSTS EVENTS SUCH AS THE EMERGING TOPICS 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 HOSTS AN ANNUAL FUNDRAISER EACH YEAR, "CARNIVAL MILWAUKEE," WHICH HIGHLIGHTS LOCAL BUSINESSES AND CULTURAL PARTNERS. UEDA HAS ALSO ASSISTED WITH VARIOUS EDUCATIONAL EVENTS IN COLLABORATION WITH LOCAL GOVERNMENT, MEMBERS, FUNDERS AND OTHERS. 1976 2250 CONTRACTED SERVICES - SERVICES SUCH AS STRATEGIC PLANNING, EVENT COORDINATION, COMMUNITY OUTREACH, EVALUATION/RESEARCH, FISCAL SPONSORSHIP, ETC. ARE OFFERED BY UEDA AS A FEE-FOR-SERVICE TO MEMBERS AND COMMUNITY PARTNERS. PROJECTS HAVE INCLUDED WORK WITH SOUTHEASTERN WISCONSIN REGIONAL PLANNING COMMISSION (SEWRPC), KIN PROJECT, METCALFE PARK COMMUNITY BRIDGES, UPSTART KITCHEN, WI STUDENT LOAN DEBT COALITION, MAKING CONNECTIONS MILWAUKEE, MILWAUKEE BUSINESS IMPROVEMENT DISTRICT (BID) COUNCIL AND THE HISTORIC KING DRIVE BID. 32661 2250 452237 1 1 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 1 12 0 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 1 1 1 0 0 WI X BUSINESS ACCOUNTING & TAX PROFESSIONALS LLC 2625102331 2444 N GRANDVIEW BLVD UPPER LEVEL WAUKESHA WI 53188 NIKKI PURVIS PRESIDENT 1.00 X X 0 0 0 BARBARA MARKOFF VICE PRESIDENT 1.00 X X 0 0 0 KATE MADISON TREASURER 1.00 X X 0 0 0 NATHAN GUEQUIERRE SECRETARY 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 KATERINA KLAWES DIRECTOR 1.00 X 0 0 0 GISELA ORTEGA DIRECTOR 1.00 X 0 0 0 NAKEISHA PAYNE DIRECTOR 1.00 X 0 0 0 MIKE WARD DIRECTOR 1.00 X 0 0 0 KRISTI LUZAR EXECUTIVE DIRECTOR 40.00 X 58013 0 11225 58013 0 11225 0 0 0 0 QTI HUMAN RESOURCES INC 4476 ROBERTSON RD MADISON WI 53714 EMPLOYEE LEASING SERVICES 247964 1 20750 14239 159444 428116 622549 CONTRACTED SERVICES 611430 2250 2250 2250 19 19 0 14239 6126 -6126 -6126 809 809 809 619501 2250 0 -5298 X 69238 58605 7249 3384 159462 135116 16598 7748 1552 1307 167 78 17711 14948 1884 879 15763 15763 206106 188516 17590 8384 8384 12431 9993 1663 775 14200 11250 2011 939 146 146 22009 18083 142 3784 2824 2237 400 187 BAD DEBT 2985 2985 4610 3652 653 305 537421 452237 67105 18079 59148 12464 65148 228018 146842 115712 539 1292 7136 7136 0 0 1350 1350 273027 358836 8890 12619 8890 12619 X 147727 51430 116410 294787 264137 346217 273027 358836 82080 0 X 0 1 X 1 0 X 226360 351437 430993 578749 622549 2210088 226360 351437 430993 578749 622549 2210088 298677 1911411 41 165 215 60 19 500 2210588 93313 0.86470 0.85280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4225 4225 0 2911 2911 0 0 625627 0 625627 -6126 -6126 619501 543547 6126 6126 537421 0 537421 PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -6,126. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 6,126. 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 ADMINISTRATIVE AND PROGRAM CONSULTING FEES: PROGRAM SERVICE EXPENSES 188,516. MANAGEMENT AND GENERAL EXPENSES 17,590. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 206,106.