2021-11-01T11:59:03-05:00 2020-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2020-01-01 391052077 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES COMM 6083131300 20 ECLIPSE CENTER BELOIT WI 53511 J MARCELLUS PERRY EXECUTIVE DIRECTOR 6083131300 2021-10-29 1 J MARCELLUS PERRY 999009999 DENES TOBIE P00200892 6082741980 2021-10-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z J MARCELLUS PERRY 20 ECLIPSE CENTER BELOIT WI 53511 11181946 0 X WWW.COMMUNITY-ACTION.ORG X 1965 WI TO FIGHT POVERTY IN ROCK AND WALWORTH COUNTIES, WISCONSIN. 17 17 134 165 0 0 6815912 8945144 1419180 1466093 19947 17824 168564 50156 8423603 10479217 3670993 5611925 0 0 3685635 3636344 0 0 34044 1406116 1243925 8762744 10492194 -339141 -12977 10207930 10602628 3667314 4038921 6540616 6563707 X 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. 0 0 3228186 2736802 241684 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 AND THE ONGOING OPERATION OF AN EMERGENCY SHELTER. DURING 2020, COMMUNITY ACTION EFFORTS ALLOWED 42 HOUSEHOLDS TO OBTAIN OR MAINTAIN STABLE HOUSING, AND WE ASSISTED 186 HOMELESS INDIVIDUALS WITH EMERGENCY SHELTER SERVICES. 2790273 1754098 3697 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 2020 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 2020. 1219644 1121025 5924 FOOD PROGRAMS - CAI COORDINATES THE EMERGENCY FOOD ASSISTANCE PROGARM FOR BOTH ROCK AND WALWORTH COUNTIES. IN 2020, CAI PROVIDED 3 MILLION POUNDS OF FOOD TO 15 PANTRIES AND 2 MEAL SITES. 1077727 0 244278 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 (49 INDIVIDUALS IN 2020), FRESH START (28 INDIVIDUALS IN 2020), 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. 935526 0 853231 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. THE AFTER SCHOOL AND SUMMER PROGRAMS SERVED 50 YOUTH IN 2020. NUMBERS WERE REDUCED DUE TO COVID-19 RESRTICTIONS. 368557 0 108329 COMMUNITY SERVICES PROGRAMS -AWARE IN EVANSVILLE CREATES AND PROVIDES SERVICES TO LOW-INCOME RESIDENTS OF ALL AGES IN THE EVANSVILLE COMMUNITY. FROM HOLIDAY MEAL AND GIFT PROGRAMMING, TO SCHOOL SUPPLIES, TO EMERGENCY ASSISTANCE, TO FOOD AND CLOTHING. AWARE WORKS YEAR-ROUND TO SUPPORT AND STRENGTHEN STRUGGLING FAMILIES. AWARE HAS JUST 2 EMPLOYEES BUT USES A BROAD BASE OF VOLUNTEERS TO CREATE AND IMPLEMENT ITS PROGRAMMING. AS NEEDS ARE IDENTIFIED, AWARE WORKS WITH MULTIPLE COMMUNITY ORGANIZATIONS TO CREATE SOLUTIONS AND BRING OPPORTUNITIES TO FAMILIES, HELPING TO REDUCE THE STRESS FELT BY ADULTS AND CHILDREN ALIKE. 84797 0 8900 OTHER 83558 0 50 HEALTH CARE -IN 2020 CAI PROVIDED HEALTH EDUCATION TO 400 YOUTH THROUGH THE PERSONAL RESPONSIBILITY EDUCATION PROGRAM. 2550165 0 1214788 9788268 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 130 0 134 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X DEBBIE SHELDON 6083131300 20 ECLIPSE CENTER BELOIT WI 53511 J MARC PERRY EXECUTIVE DIRECTOR 40.00 1.00 X 103537 0 7806 DEBBIE SHELDON FINANCE DIRECTOR 40.00 1.00 X 75486 0 14047 JULIE LEWIS CHAIR 1.00 1.00 X X 0 0 0 AMANDA SOOKRAJ CHAIR 1.00 1.00 X X 0 0 0 JEREMY ZAJAC VICE CHAIR 1.00 1.00 X X 0 0 0 ERIN DAVIS 2ND VICE CHAIR 1.00 0.00 X X 0 0 0 BRENDA PINSON SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 TOM BRIEN DIRECTOR 1.00 0.00 X 0 0 0 AMY CAREY DIRECTOR 1.00 0.00 X 0 0 0 JEN O'CONNELL DIRECTOR 1.00 0.00 X 0 0 0 TERANCE CUMMINGS DIRECTOR 1.00 0.00 X 0 0 0 RENEE JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 ALAN KUPSIK DIRECTOR 1.00 0.00 X 0 0 0 JACOB MCHUGH DIRECTOR 1.00 0.00 X 0 0 0 CARLO NEVICOSI DIRECTOR 1.00 0.00 X 0 0 0 SHANNON OESTREICH DIRECTOR 1.00 0.00 X 0 0 0 NICOLE PURDY DIRECTOR 1.00 0.00 X 0 0 0 MARY RAMIREZ DIRECTOR 1.00 0.00 X 0 0 0 MARY WEEDEN DIRECTOR 1.00 0.00 X 0 0 0 179023 0 21853 1 0 0 0 LLOYD'S PLUMBING AND HEATING CORP PO BOX 1618 2352 W HWY 14 JANESVILLE WI 53547 WEATHERIZATION SERVICES 711094 WEATHERIZATION SERVICES LLC 1101 W LAYTON AVE MILWAUKEE WI 53221 WEATHERIZATION SERVICES 341112 BENEFICIAL INSULATION LLC PO BOX 566 JANESVILLE WI 53547 WEATHERIZATION SERVICES 274167 AGSUN CORPORATION INC PO BOX 1617 JANESVILLE WI 53547 WEATHERIZATION SERVICES 183861 MA HOME ENERGY SAVINGS LLC 1303 LAWNDALE AVE RACINE WI 53403 WEATHERIZATION SERVICES 154708 5 265625 8654445 25074 1121025 8945144 CHILD PROGRAMS 624410 853231 853231 EMPLOYMENT AND TRAINING PROGRAMS 624100 244278 244278 HOMELESS/SHELTER PROGRAMS 624200 241684 241684 COMMUNITY SERVICES PROGRAMS 624200 108329 108329 HEALTH CARE 621400 50 50 18521 18521 1466093 9520 9520 737067 697080 39987 39987 39987 8304 0 8304 8304 8304 15818 5649 10169 10169 10479217 1466093 0 67980 1121025 1121025 4490900 4490900 200876 200876 2774009 2461540 284980 27489 88355 85934 1545 876 361450 315578 42290 3582 211654 178647 30910 2097 15489 15489 34500 29777 4723 3978 3978 182495 182495 216109 212535 3574 151652 71624 80028 58821 57332 1489 11585 11585 229085 229085 PROJECT EXPENSES 340211 340211 10492194 9788268 669882 34044 700 650 1275829 1337373 426436 622432 50995 57616 2451798 2452555 562882 685710 102086 118616 7272856 2793179 4500650 4479677 404549 455677 8098 4998 423907 387324 10207930 10602628 354835 311867 333171 334797 2800068 2788958 179240 603299 3667314 4038921 X 2899728 2739388 3640888 3824319 6540616 6563707 10207930 10602628 -12977 36068 0 X X 0 1 X 1 1 1 X 6906082 6521911 6237611 6815912 8945144 35426660 6906082 6521911 6237611 6815912 8945144 35426660 35426660 426996 676614 696702 744439 746587 3291338 38717998 8094331 0.91500 0.92230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 940 940 0 PART II-B, LINE 1: 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. 707320 707320 6079391 2499407 3579984 486145 293772 192373 4479677 OPERATING LOAN PAYABLE - RELATED PARTY 5258 OTHER LIABILITIES 189648 PAYCHECK PROTECTION PROGRAM 408393 603299 X 11214036 36068 702729 738797 10475239 3978 3978 10479217 11190945 702729 702729 10488216 3978 3978 10492194 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 5,649. RENT EXPENSE 697,080. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 5,649. RENT EXPENSE 697,080. GINGERBREAD 15818 15818 5649 15818 15818 5649 5649 10169 1 BELOIT CORPS - THE SALVATION ARMY 628 BROAD ST BELOIT WI 53511 362167910 501(C)(3) 116557 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT BIG FOOT EMERGENCY FOOD PANTRY PO BOX 209 WALWORTH WI 53184 390690336 501(C)(3) 37169 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT CARITAS INC 2840 PRAIRIE AVE BELOIT WI 53511 391304689 501(C)(3) 159558 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT EAST TROY FOOD PANTRY INC 2861 AUSTIN ST EAST TROY WI 53120 391447159 501(C)(3) 21753 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) 156623 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT EDGERTON COMMUNITY OUTREACH INC 106 S MAIN ST EDGERTON WI 53534 391618796 501(C)(3) 29275 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT ELKHORN FOOD PANTRY INC W6827 HAZEL RIDGE RD DELAVAN WI 53115 391715868 501(C)(3) 56104 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT EVANSVILLE ECUMENICAL CARE CLOSET LTD PO BOX 241 EVANSVILLE WI 53536 134256329 501(C)(3) 29960 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT THE 14TH APOSTLE 714 E WALWORTH AVE DELAVAN WI 53115 391452288 501(C)(3) 56433 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) 181378 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) 45334 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT JAD FOUNDATION INC 101 TERRACE DR LAKE GENEVA WI 53147 264560796 501(C)(3) 172110 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT SHARON FOOD ASSISTANCE PROGRAM 126 PEARL ST SHARON WI 53585 261214383 501(C)(3) 28878 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT ORFORDVILLE FOOD PANTRY 210 N MAIN ST ORFORDVILLE WI 53576 473147150 501(C)(3) 10861 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT CLINTON FOOD PANTRY 300 HIGH ST CLINTON WI 53525 396140761 501(C)(3) 12772 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT 15 0 SUPPORTIVE HOUSING PROGRAM/TRANSITIONAL LIVING PROGRAM 17 2736802 WEATHERIZATION 153 1754098 FAIR MARKET VALUE MATERIALS USED IN WEATHERIZING HOMES PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH COMPLIANCE WITH FUNDING SOURCE REGULATIONS. X 1 1121025 STATE OF WISCONSIN 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION TRACKS AND REPORTS THE ACTUAL NUMBER OF CONTRIBUTIONS RECEIVED. 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. COMMUNITY ACTION PROPERTIES LLC 20 ECLIPSE CENTER BELOIT WI 53511 AFFORDABLE HOUSING WI 14680 132667 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES BELOIT MATURE ADULT HOUSING LLC 20 ECLIPSE CENTER BELOIT WI 53511 391932669 AFFORDABLE HOUSING WI 308766 1349320 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES EVANSVILLE SENIOR HOUSING LP 20 ECLIPSE CENTER BELOIT WI 53511 391996893 AFFORDABLE HOUSING WI 155008 1239356 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES DELAVAN MATURE ADULT HOUSING LLC 20 ECLIPSE CENTER BELOIT WI 53511 391959312 AFFORDABLE HOUSING WI 156283 1306534 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES BELOIT ASSISTED LIVING INC 20 ECLIPSE CENTER BELOIT WI 53511 392021602 AFFORDABLE HOUSING WI 501(C)(3) LINE 10 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0