2017-06-05T14:57:46-05:00 2016-12-31 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2016-01-01 237071027 COLONIAL CLUB INC COLO 6088374611 301 BLANKENHEIM LN SUN PRAIRIE WI 535902373 BOB POWER EXECUTIVE DIRECTOR 6088374611 2017-05-31 1 SCOTT HAUMERSEN CPA P00084908 6082744020 97.91.110.18 2017-05-31 10:22:09 CD P F5220C048E8F4764883E15D3AD23391DA5D6985E 38ADCCD4451C13DD10062D258D4F13D8E82D36F2 2016 2021-01-29 14:40:06Z BOB POWER 301 BLANKENHEIM LN SUN PRAIRIE WI 535902373 1778547 0 X WWW.COLONIALCLUB.ORG X 1969 WI OUR MISSION IS TO ENHANCE THE WELL BEING AND INDEPENDENCE OF OLDER ADULTS. 8 8 42 313 15467 0 849965 958682 162044 188930 47022 142109 73921 80127 1132952 1369848 0 0 0 0 782213 767312 0 0 25762 340511 351310 1122724 1118622 10228 251226 1544584 1706824 63612 70067 1480972 1636757 X THE COLONIAL CLUB SENIOR ACTIVITY CENTER IS A PROGRESSIVE COMMUNITY-BASED NONPROFIT ORGANIZATION DEDICATED TO ENHANCING THE WELL BEING AND INDEPENDENCE OF OLDER ADULTS IN NORTHEAST DANE COUNTY. USING CONSENSUS, EMPOWERMENT, AND TEAMWORK, WE PROVIDE ACTIVITIES AND SERVICES TO MEET THE NEEDS OF OUR CLIENTELE. AS AN ALL-INCLUSIVE ORGANIZATION AND IN CONJUNCTION WITH OUR BOARD OF DIRECTORS, ADVISORY COUNCIL, VOLUNTEERS, AND STAFF, WE FOSTER INDIVIDUALITY, INDEPENDENCE, AND INSPIRATION FOR ALL SENIORS. 0 0 564767 136773 COLONIAL CLUB PROVIDED 2,454 HOURS OF CASE MANAGEMENT SERVICES TO 275 DIFFERENT CLIENTS AND AN ADDITIONAL 41 HOURS OF MEDICAL ASSISTANCE CASE MANAGEMENT TO 3 CLIENTS. ALSO, 15,232 HOURS OF CARE WERE PROVIDED TO 50 PEOPLE UTILIZING THE ADULT DAY CENTER, 5,578 HOURS OF SUPPORTIVE HOME CARE SERVICES WERE PROVIDED TO 101 CLIENTS, AND ABOUT 32,932 MILES WERE PROVIDED BY OUR TRANSPORTATION SERVICES. 163673 11053 COLONIAL CLUB DELIVERED 20,569 MEALS TO 289 OLDER ADULTS IN SEVEN DIFFERENCE MUNICIPALITIES AS DANE COUNTY'S SECOND LARGEST CATERER TO SENIORS. COLONIAL CLUB ENSURED THAT SENIORS THROUGHOUT NORTHEAST DANE COUNTY HAD NUTRITIOUS HOT MEALS. 94044 25637 COLONIAL CLUB'S RECREATION, SOCIAL, AND EDUCATIONAL PROGRAMS AND ACTIVITIES ARE DEDICATED TO ENHANCING THE QUALITY OF LIFE FOR OLDER ADULTS BY ANNUALLY OFFERING OVER 35 EDUCATIONAL, ENTERTAINMENT, BOARD AND CARD GAMES, PHYSICAL ACTIVITIES AND HEALTH RELATED PROGRAMS ON A REGULAR BASIS, 40 ADULT EDUCATION CLASSES, 3 SUPPORT GROUPS, AND SEVERAL ONE-TIME SPECIAL EVENTS. VOLUNTEERS, INCLUDING SENIOR VOLUNTEERS, ANNUALLY PROVIDE OVER 18,100 HOURS OF SERVICE TO THE COLONIAL CLUB. 822484 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 8 0 42 1 1 1 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X BOB POWER 6088374611 301 BLANKENHEIM LN SUN PRAIRIE WI 535902373 DALE NELSON PRESIDENT 2.00 X X 0 0 0 AMY SMITH DIRECTOR 2.00 X 0 0 0 KATHY FOREST SECRETARY 2.00 X X 0 0 0 MARY KAY WESTON TREASURER 2.00 X X 0 0 0 WILLIAM EISINGER VICE PRESIDENT 2.00 X X 0 0 0 KAY SCHOONMAKER DIRECTOR 2.00 X 0 0 0 MARIAN KONTEK DIRECTOR 2.00 X 0 0 0 JO KIESOW DIRECTOR 2.00 X 0 0 0 BOB POWER EXECUTIVE DIRECTOR 40.00 X 85685 0 4277 85685 0 4277 0 0 0 0 0 73182 15567 15630 617415 236888 5237 958682 SERVICE FEE INCOME 624120 147250 147250 PROGRAM FEE INCOME 624120 26213 26213 CATERING SERVICES 722320 15467 15467 188930 11555 11555 58161 8124 50037 50037 50037 505877 375323 130554 130554 130554 43400 15630 18963 24437 24437 8729 6289 2440 2440 MISCELLANEOUS REVENUE 900099 3213 3213 3213 1369848 173463 15467 222236 89962 68725 18799 2438 596209 455465 124588 16156 26644 20354 5568 722 54497 41632 11388 1477 37800 37800 4210 4210 8034 3114 4920 184 155 9 20 169437 159153 8765 1519 5909 4992 275 642 52939 20926 31188 825 10387 8775 483 1129 800 676 37 87 36315 16744 19112 459 25286 21765 3234 287 9 8 1 1118622 822484 270376 25762 430 430 55596 94005 237539 259493 15109 17898 2267 2815 1873663 1132264 685682 741399 547961 590784 1544584 1706824 62748 65878 2450 864 1739 63612 70067 X 1269257 1397236 211715 239521 1480972 1636757 1544584 1706824 251226 -95441 0 X 0 1 X 1 0 X 796372 808918 835301 849965 958682 4249238 796372 808918 835301 849965 958682 4249238 4249238 77775 62185 63114 90852 69716 363642 6018 5793 10735 8049 9671 40266 4653146 1028896 0.91320 0.91580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 528904 19557 46533 4210 590784 556881 1451 -23829 5599 528904 553663 1880 5942 4604 556881 510656 1775 46399 5167 553663 449836 12350 53286 4816 510656 1.00000 0 0 11450 11450 1491734 865341 626393 370479 266923 103556 741399 SECURITY DEPOSITS 1739 1739 1303573 -95441 -4210 -99651 1403224 -33376 -33376 1369848 1147788 33376 33376 1114412 4210 4210 1118622 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS WERE ESTABLISHED AS A RESERVE FOR OPERATIONS TO ENSURE THE CONTINUED EXISTENCE OF THE ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -4,210. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -8,124. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -18,963. COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B -6,289. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 8,124. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 18,963. COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B 6,289. STRAWBERRY FEST 36334 8800 27534 5017 1178 6424 COLONIALE FEST 16753 6830 9923 3199 3145 53087 15630 37457 8216 1178 9569 18963 18494 FORM 990, PART VI, SECTION A, LINE 6 COLONIAL CLUB'S MEMBERSHIP REPRESENTS RESIDENTS OF NORTHEAST DANE COUNTY WHO ARE AGE FIFTY-FIVE OR OLDER. THE ADVISORY COUNCIL IS COMPRISED OF REPRESENTATIVES FROM COLONIAL CLUB'S COMMITTEES AND ACTIVITY GROUPS, SENIORS RESIDING IN NORTHEAST DANE COUNTY, AND SENIOR "AT LARGE" MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP OF COLONIAL CLUB ELECTS THE MEMBERS OF THE GOVERNING BODY AT THE ORGANIZATION'S ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF COLONIAL CLUB REPRESENTED BY THE ADVISORY COUNCIL APPROVE THE USE OF THE ORGANIZAITON'S ENDOWMENT FUNDS. APPROVAL BY A SIMPLE MAJORITY OF THE ADVISORY COUNCIL IS REQUIRED. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY AND MANAGEMENT BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH MEMBER OF THE GOVERNING BODY REVIEWS THE CONFLICT OF INTEREST POLICY AND COMPLETES AND SIGNS A STATEMENT DISCLOSING INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT AND VICE PRESIDENT ANNUALLY CONDUCT A PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR USING INPUT FROM THE STAFF, COMMUNITY LEADERS, AND ALL OTHER DIRECTORS; REVIEW COMPENSATION DATA FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS; AND DETERMINE AND APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION ALONG WITH THE OTHER MEMBERS OF THE ORGANIZATION'S EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.