2020-10-14T17:49:17-05:00 2019-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2019-01-01 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 2020-10-13 1 JENNY TARKOWSKI CPA P00634290 6082744020 66.222.124.178 2020-10-13 10:37:44 CD P BAF93092400A7665F4A65B16EBECF5E5B591AC5F 74B0C536FBDEA54BE69F712409E5EA3D5A3AE8D3 2019 2021-01-29 14:40:06Z KRISTI LUZAR 1915 N DR MARTIN LUTHER KING NO 260 MILWAUKEE WI 532123126 460933 0 X WWW.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 0 232 0 0 351437 430993 6340 8449 165 215 -1165 -325 356777 439332 9394 8513 0 0 58257 229958 0 0 16524 194150 181471 261801 419942 94976 19390 195130 223845 8540 17865 186590 205980 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 90977 8513 0 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 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. 20847 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. 130199 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-BASED TECHNICAL ASSISTANCE TO STRENGTHEN THE OPERATIONS OF OTHER CDBG-FUNDED AGENCIES (I.E. FINANCIAL MANAGEMENT, STRATEGIC PLANNING, PROGRAM EVALUATION, TECHNOLOGY INFRASTRUCTURE). 6614 700 EVENTS & WORKSHOPS: UEDA COORDINATES AND/OR HOSTS EVENTS SUCH AS THE EMERGING TOPICS SERIES AND/OR COMMUNITY DEVELOPMENT SUMMIT, 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 ALSO HOSTS AN ANNUAL FUNDRAISER, "CARNIVAL MILWAUKEE," EACH FEBRUARY THAT HIGHLIGHTS LOCAL BUSINESSES AND CULTURAL PARTNERS. UEDA HAS ALSO ADMINISTERED OR ASSISTED WITH VARIOUS EDUCATIONAL EVENTS IN COLLABORATION WITH LOCAL GOVERNMENT, MEMBERS, FUNDERS AND OTHERS. 5570 7749 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. 104379 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 IN ECONOMIC AND COMMUNITY DEVELOPMENT, PARTICULARLY IN ISSUES RELATED TO ECONOMIC INCLUSION AND SMALL BUSINESS. EXAMPLES INCLUDE BANK ON GREATER MILWAUKEE, FINANCIAL EQUITY GROUP, FOOD ENTERPRISE DEVELOPMENT NETWORK (FEDN), MONEY SMART WEEK WISCONSIN MILWAUKEE PLANNING COUNCIL, AND SMALL BUSINESS AFFINITY GROUP. 116563 8449 358586 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 14 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 DOMINIQUE SAMARI PRESIDENT 1.00 X X 0 0 0 STEPHAN LESURE VICE PRESIDENT 1.00 X X 0 0 0 PETER RICHARDSON 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 MARLENE CASTILLO DIRECTOR 1.00 X 0 0 0 DAMION FORREST DIRECTOR 1.00 X 0 0 0 KATE MADISON DIRECTOR 1.00 X 0 0 0 NAKEISHA PAYNE DIRECTOR 1.00 X 0 0 0 NIKKI PURVIS DIRECTOR 1.00 X 0 0 0 KRISTI LUZAR EXECUTIVE DIRECTOR 40.00 X 50463 0 5726 50463 0 5726 0 0 0 0 QTI HUMAN RESOURCES INC 4476 ROBERTSON RD MADISON WI 537143125 EMPLOYEE LEASING SERVICES 225699 1 27180 29260 138786 235767 9005 430993 CONTRACTED SERVICES 611430 7749 7749 PROGRAM TUITION 611430 700 700 8449 215 215 19790 29260 21601 -1811 -1811 1486 0 1486 1486 439332 8449 0 -110 X 4581 4581 3932 3932 56189 39894 10114 6181 151452 142136 4825 4491 5788 5788 16529 14546 1157 826 15670 15670 105243 94573 10670 1746 1746 13994 12193 1116 685 12400 10912 868 620 1070 548 99 423 28283 25039 100 3144 1714 1508 120 86 1351 1190 93 68 419942 358586 44832 16524 13911 -8900 144623 89323 35000 139786 1250 246 1036 7136 7136 0 0 1350 1350 195130 223845 8540 17865 8540 17865 X -33300 46840 219890 159140 186590 205980 195130 223845 19390 0 X 0 1 X 1 0 X 222645 244938 226360 351437 430993 1476373 222645 244938 226360 351437 430993 1476373 216732 1259641 52 78 41 165 215 551 1476924 134605 0.85290 0.77520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4225 4225 0 2911 2911 0 0 457143 5850 5850 451293 -11961 -11961 439332 437753 5850 11961 17811 419942 0 419942 PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -11,961. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 11,961. CARNIVAL 49050 29260 19790 2444 5540 4100 9517 49050 29260 19790 2444 5540 4100 9517 21601 -1811 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 94,573. MANAGEMENT AND GENERAL EXPENSES 10,670. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,243.