2019-11-14T11:42:01-06:00 2018-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2018-01-01 391052077 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES COMM 6083131300 20 ECLIPSE CENTER BELOIT WI 53511 CECILIA DEVER EXECUTIVE DIRECTOR 6083131300 2019-11-14 1 JEAN CHRISTENSEN P00368719 6082741980 2019-11-14 108.67.179.172 2019-11-14 10:35:22 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B5AD917698A966612AE7A77B4536F2DC0D4C4089 2018 2020-03-31 21:24:44Z CECILIA DEVER 20 ECLIPSE CENTER BELOIT WI 53511 8635470 0 X WWW.COMMUNITY-ACTION.ORG X 1965 WI TO FIGHT POVERTY IN ROCK AND WALWORTH COUNTIES, WISCONSIN. 16 16 131 1300 0 0 6521911 6237611 1827940 1661264 56622 -14144 243383 289947 8649856 8174678 2729187 2339565 0 0 3643649 3594646 0 0 2712 1962215 2381008 8335051 8315219 314805 -140541 10341369 10329382 3373831 3502385 6967538 6826997 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 1 2503332 1660207 7113 WEATHERIZATION/ENERGY ASSISTANCE-COMMUNITY 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 2018 WERE SUPPLEMENTED BY FUNDS FROM ENERGY ASSISTANCE, PUBLIC BENEFITS AND FEDERAL DEPARTMENT OF ENERGY. THE RESULT WAS A TOTAL OF 236 UNITS WEATHERIZED DURING CALENDAR YEAR 2018. 1206225 296995 99582 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 2018, COMMUNITY ACTION EFFORTS ALLOWED 42 HOUSEHOLDS TO OBTAIN OR MAINTAIN STABLE HOUSING, AND WE ASSISTED 71 HOMELESS FAMILIES WITH EMERGENCY SHELTER SERVICES. 1165896 0 47445 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, FRESH START, 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. A TOTAL OF 143 PARTICIPANTS WERE SERVED IN 2018. 954373 0 655858 CHILD PROGRAMS-COMMUNITY KIDS JANESVILLE LEARNING CENTER PROVIDES CARE FOR 130 CHILDREN AT ANY GIVEN TIME. MORE THAN 60% OF THE CHILDREN COME FROM LOW INCOME FAMILIES. FOR ECONOMICALLY DISADVANTAGED FAMILIES, COMMUNITY KIDS IS ONE OF ONLY TWO CENTERS IN THE AREA THAT OFFER EXTENDED HOURS (5:30 AM TO 11:30 PM) IN ORDER TO ACCOMMODATE PARENTS WHO WORK NON-TRADITIONAL HOURS. 501402 0 45219 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. 441894 382363 12476 FOOD PROGRAMS - CAI COORDINATES THE EMERGENCY FOOD ASSISTANCE PROGARM FOR BOTH ROCK AND WALWORTH COUNTIES. IN 2018, CAI PROVIDED 2.5 MILLION POUNDS OF FOOD TO 15 PANTRIES AND 2 MEAL SITES. 540336 0 242458 HEALTH CARE - IN 2018 CAI PROVIDED HEALTH EDUCATION TO 1200 YOUTH THROUGH THE PERSONAL RESPONSIBILITY EDUCATION PROGRAM. CAI ALSO PROVIDED 1097 PATIENT VISITS AT IT'S FIRST CHOICE HEALTH CENTER. 37789 0 551113 OTHER 2475794 382363 1507124 7351247 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 1 147 0 131 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 0 WI X DEBBIE SHELDON 6083131300 20 ECLIPSE CENTER BELOIT WI 53511 KATE ABBE DIRECTOR 1.00 X 0 0 0 AMY CAREY DIRECTOR 1.00 X 0 0 0 TERANCE CUMMINGS DIRECTOR 1.00 X 0 0 0 ERIN DAVIS DIRECTOR 1.00 X 0 0 0 BOB GEIST DIRECTOR 1.00 X 0 0 0 DAVE GODEK DIRECTOR (THRU APRIL) 1.00 X 0 0 0 MARY ANN KAHL DIRECTOR (THRU JUNE) 1.00 X 0 0 0 ALAN KUPSIK DIRECTOR 1.00 X 0 0 0 MINNIE MURRY DIRECTOR 1.00 X 0 0 0 NORVAIN PLEASANT DIRECTOR 1.00 X 0 0 0 NATALIE VAN SICKLE DIRECTOR 1.00 X 0 0 0 MARY WEEDEN DIRECTOR 1.00 X 0 0 0 LAURA WILLIAMSON DIRECTOR 1.00 X 0 0 0 JENNIFER WOOD DIRECTOR 1.00 X 0 0 0 JULIE LEWIS CHAIR 1.00 1.00 X X 0 0 0 AMANDA SOOKRAJ VICE-CHAIR 1.00 1.00 X X 0 0 0 JEREMY ZAJAC 2ND VICE-CHAIR 1.00 1.00 X X 0 0 0 BRENDA PINSON SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 CECILIA DEVER EXECUTIVE DIRECTOR 40.00 1.00 X 99528 0 7521 DEBBIE SHELDON FINANCE DIRECTOR 40.00 1.00 X 59446 0 6277 158974 0 13798 0 0 0 0 LLOYD'S PLUMBING AND HEATING CORP PO BOX 1618 2352 W HWY 14 JANESVILLE WI 53547 WEATHERIZATION SERVICES 578906 BENEFICIAL INSULATION LLC PO BOX 566 JANESVILLE WI 53547 WEATHERIZATION SERVICES 399986 WEATHERIZATION SERVICES LLC 1101 W LAYTON AVE MILWAUKEE WI 53221 WEATHERIZATION SERVICES 305431 AGSUN CORPORATION INC PO BOX 1617 JANESVILLE WI 53547 WEATHERIZATION SERVICES 241168 4 244780 630 5922115 70086 382363 6237611 CHILD PROGRAMS 624410 655858 655858 HEALTH CARE 621400 242458 242458 HOMELESS/SHELTER PROGRAMS 624200 99582 99582 COMMUNITY SERVICES PROGRAMS 624200 45219 45219 618147 618147 1661264 13048 13048 683654 401347 282307 282307 282307 27192 -27192 -27192 -27192 39893 630 31653 8240 8240 600 -600 -600 8174678 1661264 0 275803 382363 382363 1957202 1957202 172772 172772 2744320 2343474 398671 2175 91731 82298 9360 73 386356 333689 52361 306 199467 159399 39910 158 10058 9718 340 34000 34000 3941 3941 114598 30995 83603 191862 134821 57041 104057 85849 18208 541950 501017 40933 62763 58915 3848 14854 9797 5057 200128 200128 71325 54054 17271 CLIENT SERVICES 801133 801133 DUES AND SUBSCRIPTIONS 6493 928 5565 223846 205467 18379 8315219 7351247 961260 2712 740 700 1131737 1426349 671934 527092 115352 57741 2553529 2482242 264968 354184 118106 66488 7090953 2480801 4619782 4610152 368935 348101 6268 2970 490018 453363 10341369 10329382 285609 254126 168269 349697 2833230 2817075 86723 81487 3373831 3502385 X 2697010 2820789 4270528 4006208 6967538 6826997 10341369 10329382 -140541 0 X 0 1 X 1 1 1 X 6444835 6130184 6906082 6521911 6237611 32240623 6444835 6130184 6906082 6521911 6237611 32240623 32240623 65731 201734 426996 676614 696702 2067777 34308400 8598710 0.93970 0.95840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 928 928 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 5828272 2143047 3685225 555361 337754 217607 4610152 OPERATING LOAN PAYABLE - RELATED PARTY 5258 OTHER LIABILITIES 76229 81487 X 8604337 -3941 -3941 8608278 -433600 -433600 8174678 8744878 433600 433600 8311278 3941 3941 8315219 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -3,941. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE -31,653. RENT EXPENSE -401,347. GAMING EXPENSE -600. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 31,653. RENT EXPENSE 401,347. GAMING EXPENSE 600. GOLF OUTING 22411 630 21781 5422 3750 10271 GINGERBREAD 12742 12742 4434 1 5370 5370 500 678 6598 40523 630 39893 5922 4428 21303 31653 8240 1 BELOIT CORPS - THE SALVATION ARMY 628 BROAD ST BELOIT WI 53511 362167910 501(C)(3) 17684 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT BIG FOOT EMERGENCY FOOD PANTRY PO BOX 209 WALWORTH WI 53184 390690336 501(C)(3) 10583 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT CARITAS INC 2840 PRAIRIE AVE BELOIT WI 53511 391304689 501(C)(3) 68615 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT EAST TROY FOOD PANTRY INC 2861 AUSTIN ST EAST TROY WI 53120 391447159 501(C)(3) 10459 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) 55987 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT EDGERTON COMMUNITY OUTREACH INC 106 S MAIN ST EDGERTON WI 53534 391618796 501(C)(3) 13163 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT ELKHORN FOOD PANTRY INC W6827 HAZEL RIDGE RD DELAVAN WI 53115 391715868 501(C)(3) 18614 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT EVANSVILLE ECUMENICAL CARE CLOSET LTD PO BOX 241 EVANSVILLE WI 53536 134256329 501(C)(3) 15733 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT THE 14TH APOSTLE 714 E WALWORTH AVE DELAVAN WI 53115 391452288 501(C)(3) 22553 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) 61335 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) 18437 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT SHARON FOOD ASSISTANCE PROGRAM 126 PEARL ST SHARON WI 53585 261214383 501(C)(3) 15354 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT JAD FOUNDATION INC 101 TERRACE DR LAKE GENEVA WI 53147 264560796 501(C)(3) 53846 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT 13 0 SUPPORTIVE HOUSING PROGRAM/TRANSITIONAL LIVING PROGRAM 71 296995 WEATHERIZATION 236 1660207 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 382363 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 III, LINE 3 IN OCTOBER OF 2018, THE ORGANIZATION CLOSED FIRST CHOICE HEALTH CENTER. FIRST CHOICE WAS A REPRODUCTIVE HEALTH FACILITY THAT THE ORGANIZATION HAD OPERATED SINCE 1972. DUE TO DECREASED PATIENT VOLUME, IT WAS DETERMINED THAT CLOSURE OF THE FACILITY WAS IN THE BEST INTEREST OF THE ORGANIZATION. 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 2017. 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. COMMUNITY ACTION PROPERTIES LLC 20 ECLIPSE CENTER BELOIT WI 53511 AFFORDABLE HOUSING WI 10765 143000 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES BELOIT MATURE ADULT HOUSING LLC 20 ECLIPSE CENTER BELOIT WI 53511 391932669 AFFORDABLE HOUSING WI 307138 1498538 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES EVANSVILLE SENIOR HOUSING LP 20 ECLIPSE CENTER BELOIT WI 53511 391996893 AFFORDABLE HOUSING WI 155288 1291881 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES DELAVAN MATURE ADULT HOUSING LLC 20 ECLIPSE CENTER BELOIT WI 53511 391959312 AFFORDABLE HOUSING WI 148956 1384549 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 MULBERRY GROVE LLC 20875 CROSSROADS CIRCLE SUITE 400 WAUKESHA WI 53186 391802774 AFFORDABLE HOUSING WI N/A RELATED 9483 0 0 0.03000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0