2025-10-09T08:58:47-05:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-01-01 391052077 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES COMM 6083131300 20 ECLIPSE CENTER BELOIT WI 53511 J MARCELLUS PERRY EXECUTIVE DIRECTOR 6083131300 2025-10-02 1 1 QUINN DUGAN P02267768 6082741980 2025-10-02 2024 2025-03-06 01:10:19Z J MARCELLUS PERRY 20 ECLIPSE CENTER BELOIT WI 53511 13045883 0 X WWW.COMMUNITY-ACTION.ORG X 1965 WI TO FIGHT POVERTY IN ROCK AND WALWORTH COUNTIES, WISCONSIN. 18 18 124 1064 0 0 8203966 10160433 1102300 2375801 32243 43124 117104 181182 9455613 12760540 2323277 4908025 0 0 4591955 4696584 0 0 57213 3193912 3341362 10109144 12945971 -653531 -185431 8861856 8859481 3088495 3257971 5773361 5601510 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 4293438 3388341 200441 WEATHERIZATION/ENERGY ASSISTANCE PROGRAM:COMMUNITY ACTION'S WEATHERIZATION PROGRAM INSTALLS ENERGY-SAVING IMPROVEMENTS TO HELP LOW-INCOME HOMEOWNERS, RENTERS, AND LANDLORDS REDUCE THEIR ENERGY COSTS. IN 2024, TRADITIONAL WEATHERIZATION FUNDS WERE SUPPLEMENTED BY FUNDS FROM ENERGY ASSISTANCE, PUBLIC BENEFITS, AND THE FEDERAL DEPARTMENT OF ENERGY. AS A RESULT, A TOTAL OF 253 UNITS WERE WEATHERIZED DURING THE CALENDAR YEAR 2024. 2576210 740010 930028 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. IN 2024, 199 INDIVIDUALS WERE PROVIDED WITH EMERGENCY SHELTER. 94 OF WHICH WERE CHILDREN. 18 HOUSEHOLDS EXITED OUR TRANSITIONAL LIVING PROGRAM AND OBTAINED PERMANENT HOUSING. 1889754 0 7000 EMPLOYMENT TRAINING:COMMUNITY ACTION CONTINUED TO FOCUS ITS CORE ORGANIZATIONAL EFFORTS ON BUILDING EMPLOYMENT PROGRAMS TO HELP INDIVIDUALS MOVE OUT OF POVERTY THROUGH WORK. KEY PROGRAMS IN 2024 INCLUDED PROJECT THRIVE (102 INDIVIDUALS), FRESH START (81 INDIVIDUALS), TRANSITIONAL JOBS (94 INDIVIDUALS), AND SKILLS ENHANCEMENT (6 INDIVIDUALS). SIGNIFICANT EFFORTS WERE MADE TO FOCUS ON EMPLOYMENT PLACEMENT AND TO WORK WITH EMPLOYERS AND PARTNERS TO PROVIDE HARD SKILLS TRAINING OPPORTUNITIES FOR PROGRAM PARTICIPANTS. 1329061 0 987801 YOUTH PROGRAMS: COMMUNITY ACTION PROVIDED CHILDCARE FOR 144 YOUTH AGES 0-12 IN 2024. COMMUNITY ACTION PROVIDED WEEKLY FOOD TO 28 YOUTHS THAT WERE FOOD INSECURE. WE PROVIDED SCHOOL SUPPLIES TO 500 YOUTH IN 2024. 41 STUDENTS GRADUATED FROM BELOIT FRESH START IN 2024. 906300 779674 0 FOOD PROGRAMS:COMMUNITY ACTION NO LONGER COORDINATES THE EMERGENCY FOOD ASSISTANCE PROGRAM FOR BOTH ROCK AND WALWORTH COUNTIES. IN 2024, CAI PROVIDED 3.5 MILLION POUNDS OF FOOD TO 16 PANTRIES AND 2 MEAL SITES. 281771 0 0 ADOLESCENT HEALTH OUTREACH: COMMUNITY ACTION OFFERS YEAR-ROUND LEARNING OPPORTUNITIES FOR YOUTH BETWEEN THE AGES OF 10-19 THROUGH AHOP. BY USING EVIDENCE-BASED CURRICULA, WE CAN PROVIDE MEDICALLY ACCURATE, AGE-APPROPRIATE, AND UP-TO-DATE INFORMATION THROUGH FACILITATED GROUP DISCUSSIONS. OUR PROGRAMS TAKE PLACE IN VARIOUS LOCATIONS ACROSS ROCK AND WALWORTH COUNTIES, INCLUDING SCHOOLS, GROUP HOMES, SOCIAL DEVELOPMENT CLUBS, CHURCHES, COMMUNITY LEARNING CENTERS, AND OTHER COMMUNITY-BASED ORGANIZATIONS. WITH EACH PROGRAM OFFERING DIFFERENT LEARNING OPPORTUNITIES, WE ARE CONFIDENT STUDENTS IN OUR AREA WILL STAY HEALTHY, THRIVE AS THEY TRANSITION INTO ADULTHOOD, AND INSPIRE OTHERS. IN 2024, THE ADOLESCENT HEALTH PROGRAM SERVED 756 YOUTH PARTICIPANTS WITH AN 89% COMPLETION RATE. 425850 0 425531 OTHER PROGRAMS 2942982 779674 1413332 11702384 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 83 0 124 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X KELLIE MAINE 6083131300 20 ECLIPSE CENTER BELOIT WI 53511 JEN O'CONNELL CHAIR 1.00 X X 0 0 0 KELSEY MCCARTHY 2ND VICE CHAIR 1.00 X X 0 0 0 RENEE JOHNSON SECRETARY/TREASURER 1.00 X X 0 0 0 AMY CAREY DIRECTOR 1.00 X 0 0 0 DIANE GREEN DIRECTOR 1.00 X 0 0 0 JACOB MCHUGH DIRECTOR 1.00 X 0 0 0 CARLO NEVICOSI DIRECTOR 1.00 X 0 0 0 SARA NICHOLS DIRECTOR 1.00 X 0 0 0 SHANNON OESTREICH DIRECTOR 1.00 X 0 0 0 NICOLE PURDY DIRECTOR 1.00 X 0 0 0 MARY RAMIREZ DIRECTOR 1.00 X 0 0 0 KATHY SCHULZ DIRECTOR 1.00 X 0 0 0 RYAN SCHNIEDER DIRECTOR 1.00 X 0 0 0 RYAN SCHROEDER DIRECTOR 1.00 X 0 0 0 TARA SEMENCHUK DIRECTOR 1.00 X 0 0 0 TIFFANY STANLY DIRECTOR 1.00 X 0 0 0 MARY WEEDEN DIRECTOR 1.00 X 0 0 0 BILL WILSON DIRECTOR 1.00 X 0 0 0 J MARCELLUS PERRY EXECUTIVE DIRECTOR 40.00 1.00 X 138118 0 13019 LAURA LAUX DEPUTY EXECUTIVE DIRECTOR 40.00 X 108246 0 20429 KITTY ROUNDS DIRECTOR OF FINANCE 40.00 1.00 X 97758 0 8438 344122 0 41886 2 0 1 0 WEATHERIZATION SERVICES LLC 1101 W LAYTON AVE MILWAUKEE WI 53221 WEATHERIZATION SERVICES 1632166 LLOYD'S PLUMBING AND HEATING CORP PO BOX 1618 JANESVILLE WI 53547 WEATHERIZATION SERVICES 921597 2 250903 8869406 1040124 779674 10160433 CHILD PROGRAMS 624410 987801 987801 LOW-INCOME HOUSING 624200 919207 919207 WEATHERIZATION FEES 624200 200441 200441 HOMELESS/SHELTER PROGRAMS 624200 10821 10821 EMPLOYMENT AND TRAINING PROGRAMS 624100 7000 7000 250531 250531 2375801 27674 27674 296280 280830 15450 15450 15450 10695 4513 6182 6182 175000 0 175000 175000 12760540 2550801 0 49306 779674 779674 4128351 4128351 386008 386008 3359871 2986586 345355 27930 136698 133646 2348 704 532589 472548 57553 2488 281418 239877 40278 1263 95801 52619 43182 368511 154005 214240 266 73207 64044 8605 558 1941001 1918695 20675 1631 126691 106489 19957 245 185634 161197 24437 CLIENT/PARTICIPANT COST 344478 344478 206039 160175 23736 22128 12945971 11702384 1186374 57213 549794 1157352 923119 673738 112816 68827 739127 709747 990034 1142691 102766 155655 7927121 3791324 4261545 4135797 485364 218114 697291 597560 8861856 8859481 754299 622802 344575 781881 1114090 1091295 875531 761993 3088495 3257971 X 2296348 2202829 3477013 3398681 5773361 5601510 8861856 8859481 -185431 13580 0 X 0 1 X 1 1 1 X 8945144 8185756 7673670 8203966 10160433 43168969 8945144 8185756 7673670 8203966 10160433 43168969 43168969 746587 783110 819413 883844 27674 3260628 10169 16381 12128 7635 6182 52495 46482092 7571157 0.92870 0.90920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 750 750 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 SERVE COMMUNITY ACTION IN WISCONSIN. 707320 707320 6578839 3275838 3303001 640962 515486 125476 4135797 RIGHT OF USE ASSET, OPERATING 597560 597560 OTHER LIABILITIES 73479 OPERATING LEASE LIABILITY 688514 761993 X PART X, LINE 2: THE ORGANIZATIONS ARE 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 CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATIONS HAVE DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 1 WALWORTH COUNTY FOOD PANTRY 205 COMMERCE COURT ELKHORN WI 53121 264560796 501(C)(3) 0 118656 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT CARITAS INC FOOD PANTRY 2840 PRAIRIE AVE BELOIT WI 53511 391304689 501(C)(3) 0 165952 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT ECHO FOOD PANTRY 685 S HIGH ST JANESVILLE WI 53548 391222279 501(C)(3) 0 128859 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT SALVATION ARMY (JANESVILLE) FOOD PANTRY 514 SUTHERLAND AVE JANESVILLE WI 53545 362167910 501(C)(3) 0 73947 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT SALVATION ARMY (BELOIT) FOOD PANTRY 628 BROAD ST BELOIT WI 53511 362167910 501(C)(3) 0 69743 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT ELKHORN FOOD PANTRY W6827 HAZEL RIDGE RD DELAVAN WI 53115 391715868 501(C)(3) 0 47591 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT LAKE GENEVA FOOD PANTRY 715 WISCONSIN ST LAKE GENEVA WI 53147 390989192 501(C)(3) 0 45909 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT HAROLD JOHNSON FOOD PANTRY 714 E WALWORTH AVE DELAVAN WI 53115 391452288 501(C)(3) 0 28314 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT BIG FOOT EMERGENCY FOOD PANTRY PO BOX 209 WALWORTH WI 53184 390690336 501(C)(3) 0 25062 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT EDGERTON COMMUNITY OUTREACH FOOD PANTRY 106 S MAIN ST EDGERTON WI 53534 391618796 501(C)(3) 0 19957 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT EVANSVILLE ECUMENICAL CARE CLOSET FOOD PANTRY PO BOX 241 EVANSVILLE WI 53536 134256329 501(C)(3) 0 18851 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT EAST TROY FOOD PANTRY 2861 AUSTIN ST EAST TROY WI 53120 391447159 501(C)(3) 0 11810 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT CHRIST LUTHERAN CLINTON FOOD PANTRY 300 HIGH STREET CLINTON WI 53525 396140761 501(C)(3) 0 10866 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT THE CUP FOOD PANTRY 210 N MAIN STREET ORFORDVILLE WI 53576 473147150 501(C)(3) 0 9818 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT 15 0 SUPPORTIVE HOUSING PROGRAM/TRANSITIONAL LIVING PROGRAM 127 740010 WEATHERIZATION 584 3388341 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 X 0 0 0 0 0 0 0 0 0 J MARCELLUS PERRY EXECUTIVE DIRECTOR 138118 0 0 0 0 0 9813 0 3206 0 151137 0 0 0 X 1 779674 STATE OF WISCONSIN 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE ACTUAL NUMBER OF CONTRIBUTIONS. 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. 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