2017-11-15T11:41:04-06:00 2016-12-31 390758449 Wipfli LLP PO Box 8700 Madison WI 537088700 990 2016-01-01 391052077 Community Action Inc of Rock & Walworth Counties COMM 6083131300 20 Eclipse Center Beloit WI 53511 Cecilia Dever EXECUTIVE DIRECTOR 6083131300 2017-11-01 1 Jean Christensen P00368719 6082741980 2017-11-01 216.54.158.12 2017-11-01 08:47:01 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C15F953D2FC2D15D07C5931C0B7FB20A6CFE8AB3 2016 2021-01-29 14:40:06Z Cecilia Dever 20 Eclipse Center Beloit WI 53511 9038400 0 X www.community-action.org X 1965 WI TO FIGHT POVERTY IN ROCK AND WALWORTH COUNTIES, Wisconsin. 13 13 150 1378 0 0 6130184 6906082 1707631 1570004 25855 25584 97709 114954 7961379 8616624 2395465 2936616 0 0 3444967 3464825 0 0 41430 1963299 2381418 7803731 8782859 157648 -166235 7982155 10238726 1890562 3585993 6091593 6652733 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 2826133 1874730 0 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 2016 were supplemented by funds from energy assistance, public benefits and Federal Department of Energy. The result was a total of 268 units weatherized during calendar year 2016. 1297904 554044 165652 Housing and Housing Rehabilitation-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 2016, Community Action efforts allowed 159 households to obtain or maintain stable housing, and we assisted 386 homeless individuals with emergency shelter services. 959593 0 7693 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 skills enhancement, the Fatherhood Initiative, Fresh Start, Workforce Investment Opportunity Act (WIOA) as well as support programs such as work-n-wheels. 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 365 participants were served in 2016. 842385 917068 Child Programs 675956 24445 Community Services Programs 544590 496728 0 FOOD PROGRAMS 522164 0 220813 Health Care 171512 0 178268 Homeless/Shelter Programs 76346 11114 56065 Other 2832953 507842 1396659 7916583 1 1 0 1 0 0 0 0 0 0 1 0 1 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 1 186 0 1 150 1 0 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 0 WI X Ricky Lemke 6083131300 20 Eclipse Center Beloit WI 53511 Father Angel Anaya Director (THRU AUGUST) 1.00 1.00 X 0 0 0 Kim Capstick Director 1.00 1.00 X 0 0 0 Amy Carey Director 1.00 1.00 X 0 0 0 Shannon Gallagher Director (THRU JUNE) 1.00 1.00 X 0 0 0 Bob Geist Director 1.00 1.00 X 0 0 0 Dave Godek Director 1.00 1.00 X 0 0 0 Regina Hendrix Director (THRU AUGUST) 1.00 1.00 X 0 0 0 Mary Ann Kahl Director 1.00 1.00 X 0 0 0 Alan Kupsik Director 1.00 1.00 X 0 0 0 Minnie Murry Director 1.00 1.00 X 0 0 0 Brenda Pinson Director 1.00 1.00 X 0 0 0 Jana Vegge Director (THRU JUNE) 1.00 1.00 X 0 0 0 Jennifer Wood Director 1.00 1.00 X 0 0 0 Jason Heidenreich Chair 1.00 1.00 X X 0 0 0 Julie Lewis Vice-Chair 1.00 1.00 X X 0 0 0 Amanda Sookraj 2nd Vice-Chair 1.00 1.00 X X 0 0 0 Jeremy Zajac Secretary/Treasurer 1.00 1.00 X X 0 0 0 Cecilia Dever Executive Director 40.00 1.00 X 98372 0 4550 Ricky Lemke Finance Director 40.00 X 59334 0 5943 157706 0 10493 0 0 0 0 RyAN HEATING & PLUMBING 7348 S Pinnow Grove Rd BELOIT WI 53511 WEATHERIZATION SERVICES 376330 LLoyd's Plumbing and Heating Corp 2352 West Highway 14 JANESVILLE WI 53547 WEATHERIZATION SERVICES 266413 Weatherization Services LLC 1101 W Layton Ave Milwaukee WI 53221 WEATHERIZATION SERVICES 263610 3 182750 8638 6642291 72403 496728 6906082 Child Programs 624410 917068 917068 HEALTH CARE 621400 220813 220813 Homeless/Shelter programs 624200 178268 178268 Community Services programs 624200 24445 24445 Employment Training 624310 7693 7693 221717 221717 1570004 12359 12359 414637 310720 103917 103917 103917 94990 81765 13225 13225 13225 37086 8638 27275 9811 9811 3242 2016 1226 1226 8616624 1570004 0 140538 507842 507842 2428774 2428774 168200 168200 2623014 2222504 367545 32965 94320 80817 12318 1185 380737 327842 48110 4785 198554 160509 35550 2495 19215 19157 58 31191 26832 4359 2911 2911 160503 94021 66482 120763 89802 30961 731091 683926 47165 54801 46619 8182 21942 20053 1889 174308 174308 Client services 743776 743776 320917 289801 31116 8782859 7916583 824846 41430 740 740 630143 985951 846091 807942 148535 118281 2647566 2603625 300764 309737 94633 106524 6729531 2301962 2342208 4427569 291365 319362 15036 7526 665074 551469 7982155 10238726 302530 391459 295735 276152 1277103 2828245 15194 90137 1890562 3585993 X 1746971 2403275 4344622 4249458 6091593 6652733 7982155 10238726 X -166235 3014 724361 X 0 1 X 1 1 1 X 7160001 6783295 6444835 6130184 6906082 33424397 7160001 6783295 6444835 6130184 6906082 33424397 33424397 36593 52091 65731 201734 426996 783145 34207542 10139266 0.97710 0.98990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 882 882 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. 702820 702820 5307736 1821750 3485986 693033 457073 235960 25942 23139 2803 4427569 Loans Receivable - Housing 498063 C Loans Receivable - Vehicles 53406 C 551469 Operating Loan Payable - Related Party 42290 Other Liabilities 47847 90137 X 8956738 3014 -2911 103 8956635 -340011 -340011 8616624 9119959 340011 340011 8779948 2911 2911 8782859 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 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 -2,911. Part XI, Line 4b - Other Adjustments: Fundraising Expense -27,275. Rent Expense -310,720. Gaming Expense -2,016. Part XII, Line 2d - Other Adjustments: Fundraising Expense 27,275. Rent Expense 310,720. Gaming Expense 2,016. Golf Outing 32957 8638 24319 4927 4259 11113 Gingerbread 12767 12767 6976 45724 8638 37086 4927 4259 18089 27275 9811 1 Beloit Corps - The Salvation Army 628 Broad St Beloit WI 53511 362167910 501(C)(3) 22886 State of WI Value Commodity Foods Program Support Big Foot Emergency Food Pantry PO Box 209 Walworth WI 53184 390690336 501(C)(3) 17551 State of WI Value Commodity Foods Program Support Caritas Inc 2840 Prairie Ave Beloit WI 53511 391304689 501(C)(3) 85497 State of WI Value Commodity Foods Program Support Catholic Charities 3501 S Lake Drive Milwaukee WI 53207 530196620 501(C)(3) 11114 Program Support East Troy Food Pantry Inc 2861 Austin St East Troy WI 53120 391447159 501(C)(3) 14567 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) 63556 State of WI Value Commodity Foods Program Support Edgerton Community Outreach Inc 106 S Main St Edgerton WI 53534 391618796 501(C)(3) 12074 State of WI Value Commodity Foods Program Support Elkhorn Food Pantry Inc W6827 Hazel Ridge Rd Delavan WI 53115 391715868 501(C)(3) 31504 State of WI Value Commodity Foods Program Support Evansville Ecumenical Care Closet Ltd PO Box 241 Evansville WI 53536 134256329 501(C)(3) 13033 State of WI Value Commodity Foods Program Support The 14th Apostle 714 E Walworth Ave Delavan WI 53115 391452288 501(C)(3) 38720 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) 61816 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) 28236 State of WI Value Commodity Foods Program Support Sharon Food Assistance Program 126 Pearl St Sharon WI 53585 261214383 501(C)(3) 15310 State of WI Value Commodity Foods Program Support JAD Foundation Inc 101 Terrace Dr Lake Geneva WI 53147 264560796 501(C)(3) 78205 State of WI Value Commodity Foods Program Support 14 0 Supportive Housing Program/Transitional LIving Program 122 554044 Housing Assistance weatherization 268 1874730 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 496728 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 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 2016. 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. Form 990, Part XI, line 9: Net assets acquired in acquisition 724,361. COMMUNITY ACTION PROPERTIES LLC 20 Eclipse Center Beloit WI 53511 Affordable housing WI 10455 153333 Community Action Inc of Rock & Walworth Counties BELOIT MATURE ADULT HOUSING LLC 20 Eclipse Center beloit WI 53511 391932669 affordable housing WI 325369 1536751 Community Action Inc of Rock & Walworth Counties evansville senior housing lp 20 Eclipse Center Beloit WI 53511 391996893 Affordable housing WI 373 1338246 Community Action Inc of Rock & Walworth Counties DELaVAN MATURE ADULT HOUSING LLC 20 Eclipse Center Beloit WI 53511 391959312 Affordable housing WI 48331 1398804 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 20711 Watertown Road Suite A Waukesha WI 53186 391802774 Affordable housing WI N/A Related -665 207865 0 0 0.03000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0