2017-06-14T14:50:05-05:00 2016-12-31 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2016-01-01 391893799 URBAN ECONOMIC DEVELOPMENT ASSOCIATION OF WISCONSIN INC URBA 4145629904 1915 N DR MARTIN LUTHER KING NO 260 MILWAUKEE WI 532123126 KRISTI LUZAR EXECUTIVE DIRECTOR 4145629904 2017-06-09 1 JENNY TARKOWSKI CPA P00634290 6082744020 97.91.110.18 2017-06-09 16:06:51 CD P F5220C048E8F4764883E15D3AD23391DA5D6985E A96B1416366478026A2CC375412DF25E2CE3E204 2016 2021-01-29 14:40:06Z KRISTI LUZAR 1915 N DR MARTIN LUTHER KING NO 260 MILWAUKEE WI 532123126 260140 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. 12 12 2 80 0 0 222645 244938 50226 12390 52 78 -10180 -10708 262743 246698 5000 4162 0 0 106512 59597 0 0 19552 148246 159766 259758 223525 2985 23173 99395 122618 9391 9441 90004 113177 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 50040 UEDA HAS A COLLABORATIVE PROJECT WITH TAKE ROOT MILWAUKEE, AN INITIATIVE WITH THE CITY OF MILWAUKEE, FREDDIE MAC AND MORE THAN 55 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 OPPORTUNITIES AND RESOURCES, AND MITIGATE THE IMPACT OF FORECLOSURES ON NEIGHBORHOODS. 39458 4162 2500 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. AN EXAMPLE OF THIS WORK IS THE FOOD ENTERPRISE DEVELOPMENT NETWORK (FEDN), FACILITATED BY UEDA AND INCLUDES PARTICIPANTS SUPPORTING MICRO-ENTREPRENEURS AND COMMUNITY-BASED ORGANIZATIONS ACTIVE IN THE LOCAL FOOD ECONOMY. ADDITIONALLY, UEDA FACILITATES THE MILWAUKEE PARTNERS GROUP FOR MONEY SMART WEEK WISCONSIN, IS FORMING A COLLABORATIVE AROUND FINANCIAL CAPABILITY WORK AND IN PARTNERSHIP WITH THE BUSINESS COUNCIL, HOSTS THE SMALL BUSINESS AFFINITY GROUP EACH QUARTER. 23126 UEDA'S CORE PROGRAM IS CAPACITY BUILDING/MEMBERSHIP, WHICH INCLUDES 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, ENTREPRENEURSHIP AND SMALL BUSINESS SUPPORT. OUTCOME EXAMPLES ARE MONTHLY NEWSLETTERS, EDUCATIONAL AND/OR NETWORKING EVENTS, QUARTERLY COMMUNITY UPDATES, LISTSERV AND SOCIAL MEDIA ENGAGEMENT. 21162 1530 EACH YEAR, UEDA COORDINATES THE COMMUNITY DEVELOPMENT SUMMIT, AN ANNUAL EVENT THAT PROVIDES THE OPPORTUNITY 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 EVENTS IN COLLABORATION WITH LOCAL GOVERNMENT, MEMBERS, FUNDERS AND OTHERS. 6635 7360 UEDA IS A SUBCONTRACTOR WITH NATIONAL TECHNICAL ASSISTANCE PROVIDERS FOR THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD), PROVIDING LOCALLY-BASED TECHNICAL ASSISTANCE THAT ADDRESSES AREAS OF ORGANIZATIONAL DEVELOPMENT (I.E., STRATEGIC PLANNING, PROGRAM EVALUATION, FINANCIAL MANAGEMENT, TECHNOLOGY, AND HOUSING OR PROJECT DEVELOPMENT). THESE SERVICES ARE ALSO OFFERED AS A FEE-FOR-SERVICE TO MEMBERS AND OTHER COMMUNITY PARTNERS. UEDA HAS ALSO BEEN CONTRACTED TO CONDUCT COMMUNITY OUTREACH FOR THE SOUTHEASTERN WISCONSIN REGIONAL PLANNING COMMISSION (SEWRPC) AND OTHER PARTNERS. ADDITIONALLY, UEDA HAS FACILITATED NEIGHBORHOOD-BASED EVALUATION SERVICES, WELL AS PROVIDED FISCAL AGENT SERVICES FOR A NUMBER ORGANIZATIONS OR PROJECTS, INCLUDING THE WISCONSIN NONPROFITS ASSOCIATION, MAKING CONNECTIONS MILWAUKEE, THE MILWAUKEE BUSINESS IMPROVEMENT DISTRICT (BID) COUNCIL AND THE HISTORIC KING DRIVE BID. 4515 1000 UEDA HELPED FORM THE COALITION FOR ADVANCING TRANSIT, WHICH WAS ACTIVE FROM 2008-2012, ENGAGING RESIDENTS TO ADVOCATE FOR REGIONAL APPROACHES TO TRANSIT INVESTMENTS THAT CONNECT WORKERS TO JOBS AND FOSTER ECONOMIC GROWTH. UEDA CONTINUES TO WORK WITH ITS MEMBERS AND OTHER STAKEHOLDERS TO ADVANCE REGIONAL TRANSPORTATION SOLUTIONS FOR SE WI. 32312 9890 144936 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 7 0 2 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X EWH SMALL BUSINESS ACCOUNTING SC 2627961040 20670 WATERTOWN RD STE 1040 WAUKESHA WI 531861874 TODD CLAUSEN PRESIDENT 1.00 X X 0 0 0 BARBARA MARKOFF VICE PRESIDENT 1.00 X X 0 0 0 PETER RICHARDSON TREASURER 1.00 X X 0 0 0 DOMINIQUE SAMARI SECRETARY 1.00 X X 0 0 0 STEVE ADAMS DIRECTOR 1.00 X 0 0 0 CHRISTOPHER BOSTON DIRECTOR 1.00 X 0 0 0 MARLENE CASTILLO DIRECTOR 1.00 X 0 0 0 MUTOPE JOHNSON DIRECTOR 1.00 X 0 0 0 GREG LAWLESS DIRECTOR 1.00 X 0 0 0 STEPHAN LESURE DIRECTOR 1.00 X 0 0 0 CLARISSA MANKUS DIRECTOR 1.00 X 0 0 0 JAN PIERCE DIRECTOR 1.00 X 0 0 0 KRISTI LUZAR EXECUTIVE DIRECTOR 40.00 X 59597 0 0 59597 0 0 0 0 0 0 QTI HUMAN RESOURCES INC 4476 ROBERTSON RD MADISON WI 537143125 EMPLOYEE LEASING SERVICES 131316 1 24075 32896 187967 5370 244938 CONTRACTED SERVICES 611430 4700 4700 MISCELLANEOUS REVENUE 611430 3542 3542 RENTAL INCOME 531120 2618 2618 PROGRAM TUITION 611430 1530 1530 12390 78 78 2734 32896 13442 -10708 -10708 246698 12390 0 -10630 X 4162 4162 59597 36354 16091 7152 13143 13143 83245 47790 27633 7822 15990 15990 8376 6992 570 814 17110 14201 1198 1711 40 40 18506 16620 169 1717 96 81 5 10 2327 1931 163 233 933 775 65 93 223525 144936 59037 19552 12637 6230 79793 100264 14000 3889 671 765 7136 7127 105 9 2300 1350 99395 122618 9391 9441 9391 9441 X -30950 -12977 120954 126154 90004 113177 99395 122618 23173 0 X 0 1 X 0 0 X 198767 214699 215970 222645 244938 1097019 198767 214699 215970 222645 244938 1097019 359444 737575 194 103 94 52 78 521 1097540 183620 0.67200 0.64690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4225 4225 0 2911 2902 9 9 263510 3370 3370 260140 -13442 -13442 246698 240337 3370 13442 16812 223525 0 223525 PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -13,442. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 13,442. CARNIVAL 35630 32896 2734 1320 5370 2500 4252 35630 32896 2734 1320 5370 2500 4252 13442 -10708 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. 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. 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 CONSULTING FEES: PROGRAM SERVICE EXPENSES 4,015. MANAGEMENT AND GENERAL EXPENSES 9,325. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,340. EMPLOYEE LEASING SERVICES: PROGRAM SERVICE EXPENSES 43,775. MANAGEMENT AND GENERAL EXPENSES 18,308. FUNDRAISING EXPENSES 7,822. TOTAL EXPENSES 69,905.