2021-11-12T15:20:56-06:00 2020-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2020-01-01 391893799 URBAN ECONOMIC DEVELOPMENT ASSOCIATION OF WISCONSIN INC URBA 4145629904 1915 N DR MARTIN LUTHER KING NO 2 MILWAUKEE WI 532123126 KRISTI LUZAR EXECUTIVE DIRECTOR 4145629904 2021-11-12 1 KRISTI LUZAR 999009999 JENNY TARKOWSKI CPA P00634290 6082744020 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KRISTI LUZAR 1915 N DR MARTIN LUTHER KING NO 260 MILWAUKEE WI 532123126 597694 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 0 183 0 0 430993 578749 8449 1249 215 60 -325 -750 439332 579308 8513 2899 0 0 229958 267879 0 0 16078 181471 250373 419942 521151 19390 58157 223845 273027 17865 8890 205980 264137 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 221901 0 0 TECHNICAL ASSISTANCE--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 TECHNICAL ASSISTANCE TO STRENGTHEN THE OPERATIONS OF OTHER CDBG-FUNDED AGENCIES (I.E. FINANCIAL MANAGEMENT, STRATEGIC PLANNING, PROGRAM EVALUATION, TECHNOLOGY INFRASTRUCTURE). 119976 0 0 OTHER COLLABORATIVE PROJECTS--UEDA ALSO ENGAGES IN OTHER INITIATIVES AS AN INTERMEDIARY ORGANIZATION, 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, FINANCIAL EQUITY GROUP, FOOD ENTERPRISE DEVELOPMENT NETWORK (FEDN), MILWAUKEE RENTAL HOUSING RESOURCE CENTER, MONEY SMART WEEK MILWAUKEE, AND SMALL BUSINESS AFFINITY GROUP. 82606 2899 0 TAKE ROOT MILWAUKEE--A PROGRAM OF UEDA, THIS INITIATIVE IS IN PARTNERSHIP WITH THE CITY OF MILWAUKEE, FREDDIE MAC AND 54 OTHER MEMBERS TO PROMOTE SUSTAINABLE HOMEOWNERSHIP RESOURCES AND STRONG NEIGHBORHOODS. UEDA PROVIDES ADMINISTRATIVE AND FISCAL SERVICES, ASSISTING WITH VARIOUS EVENTS AND ACTIVITIES THAT PROMOTE HOMEOWNERSHIP EDUCATION, CONNECT CONSUMERS TO HOMEBUYING AND HOME REPAIR AND RESOURCES, AND MITIGATE THE IMPACT OF FORECLOSURES ON NEIGHBORHOODS. 25344 0 0 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 OR ECONOMIC INCLUSION, LENDING, GOVERNMENT REGULATIONS, WORKFORCE ISSUES, REGIONAL TRANSPORTATION, ENTREPRENEURSHIP 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. 6195 0 0 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 VARIOUS ISSUES IMPACTING ECONOMIC AND COMMUNITY DEVELOPMENT. UEDA HOSTS AN ANNUAL FUNDRAISER, "CARNIVAL MILWAUKEE," EACH FEBRUARY THAT HIGHLIGHTS LOCAL BUSINESSES AND CULTURAL PARTNERS. UEDA ALSO ADMINISTERS OR ASSISTS WITH VARIOUS EDUCATIONAL EVENTS IN COLLABORATION WITH LOCAL GOVERNMENT, MEMBERS, FUNDERS AND OTHERS. 223 0 1249 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 OTHER COMMUNITY PARTNERS. PAST PROJECTS HAVE INCLUDED WORK WITH THE SOUTHEASTERN WISCONSIN REGIONAL PLANNING COMMISSION (SEWRPC), 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. 31762 0 1249 456245 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 X 13 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 531881695 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 54851 0 10805 54851 0 10805 0 0 0 0 QTI HUMAN RESOURCES INC 4476 ROBERTSON RD MADISON WI 537143125 EMPLOYEE LEASING SERVICES 250230 1 28625 27870 268416 253838 9140 578749 CONTRACTED SERVICES 611430 1249 1249 1249 60 60 15371 27870 18386 -3015 -3015 1390 0 1390 1390 875 875 875 579308 1249 0 -690 X 1000 1000 1899 1899 65656 45894 14706 5056 179518 166605 6644 6269 3147 3147 19558 16984 1682 892 16528 16528 186200 179262 6938 9964 9964 8119 7049 700 370 13020 11308 1118 594 275 275 11154 8417 73 2664 3379 2935 290 154 1734 1506 149 79 521151 456245 48828 16078 -8900 59148 89323 65148 139786 146842 1250 0 1036 539 7136 7136 0 0 1350 1350 223845 273027 17865 8890 17865 8890 X 46840 147727 159140 116410 205980 264137 223845 273027 58157 0 X 0 1 X 1 0 X 244938 226360 351437 430993 578749 1832477 244938 226360 351437 430993 578749 1832477 269236 1563241 78 41 165 215 60 559 1833036 99252 0.85280 0.85290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4225 4225 0 2911 2911 0 0 594694 6050 6050 588644 -9336 -9336 579308 536537 6050 9336 15386 521151 0 521151 PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -9,336. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 9,336. CARNIVAL 43241 27870 15371 2369 5190 8350 2477 43241 27870 15371 2369 5190 8350 2477 18386 -3015 FORM 990, PART V, LINE 2A URBAN ECONOMIC DEVELOPMENT ASSOCIATION OF WISCONSIN, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, QTI HUMAN RESOURCES, INC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF URBAN ECONOMIC DEVELOPMENT ASSOCIATION OF WISCONSIN, INC., HOWEVER, QTI HUMAN RESOURCES, INC. IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR FORM W-2 FROM QTI HUMAN RESOURCES, INC. 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 179,262. MANAGEMENT AND GENERAL EXPENSES 6,938. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 186,200.