2025-10-13T10:19:02-05:00 2025-03-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-04-01 391484945 WAYFORWARD RESOURCES INC WAYF 6088367338 3502 PARMENTER ST MIDDLETON WI 53562 ELLEN CARLSON EXECUTIVE DIRECTOR 6088367338 2025-10-10 1 1 HANNAH JENSEN CPA P01635171 6082744020 2025-10-10 2024 2025-03-06 01:10:19Z ELLEN CARLSON 3502 PARMENTER ST MIDDLETON WI 53562 7292309 0 X WAYFORWARDRESOURCES.ORG X 1984 WI BRINGING OUR COMMUNITY TOGETHER TO CREATE FOOD AND HOUSING SECURITY THROUGH ACTION AND ADVOCACY. 14 14 0 1171 0 0 6125361 7052285 0 0 69428 94284 717 -19684 6195506 7126885 4202623 4572020 0 0 1316685 1494458 0 0 454090 528241 553370 6047549 6619848 147957 507037 4643630 5143292 612900 602042 4030730 4541250 X WAYFORWARD RESOURCES, INC. BRINGS OUR COMMUNITY TOGETHER TO CREATE FOOD AND HOUSING SECURITY THROUGH ACTION AND ADVOCACY. 1 0 4238234 3680104 0 FOOD SECURITY (PANTRY AND CLOTHING CENTER) - THE IN-PERSON FOOD PANTRY OPERATES FIVE DAYS A WEEK,INCLUDING EVENING HOURS, AND SERVES ALL OF DANE COUNTY. GUESTS CAN VISIT AS OFTEN AS THEY NEED. DELIVERIES AND MOBILE PANTRIES PROVIDE ACCESS TO FOOD FOR THOSE WHO STRUGGLE WITH TRANSPORTATION. THE FOOD PANTRY PROVIDES ACCESS TO NUTRITIOUS FOOD SUCH AS PRODUCE, PROTEIN SOURCES, AND DAIRY YEAR-ROUND. THE CLOTHING CENTER PROVIDES FREE CLOTHING. ON OUR BUSIEST DAY OF THE WEEK ABOUT 800 PEOPLE ACCESS FOOD. WAYFORWARD DISTRIBUTED 1.6 MILLION POUNDS OF FOOD. 854699 443964 0 HOUSING STABILITY - THROUGH THE HOUSING STABILITY PROGRAM, CASE MANAGERS ASSESS AND PROVIDE SUPPORT TO HOUSEHOLDS, INCLUDING FINANCIAL HOUSING ASSISTANCE TO HELP PREVENT EVICTION AND MAINTAIN LONG-TERM STABLE HOUSING. FAMILIES CAN RECEIVE ASSISTANCE WITH RENT, SECURITY DEPOSITS, UTILITIES, AND OTHER SMALL EMERGENCY GRANTS. IN ADDITION, AN OUTREACH CASE MANAGER WORKS WITH AREA ORGANIZATIONS TO FACILITATE BROADER ACCESS TO SERVICES FOR OUR COMMUNITY. 662 HOUSEHOLDS RECEIVED HOUSING STABILITY FUNDS IN THE MOST RECENT FISCAL YEAR. 98% OF PARTICIPANTS IN THE HOUSING STABILITY PROGRAM MAINTAINED HOUSING AND AVOIDED EVICTION FOR A YEAR OR LONGER. 567694 407819 0 CONNECTIONS - THE CONNECTIONS HOUSING PROGRAM SERVES HOUSEHOLDS IN DOUBLED-UP LIVING ARRANGEMENTS. DOUBLING-UP IS WHEN AN INDIVIDUAL OR FAMILY LIVES WITH ANOTHER HOUSEHOLD TEMPORARILY OR SHUFFLES INDEFINITELY BETWEEN HOMES BECAUSE OF ECONOMIC NEED. THE CONNECTIONS PROGRAM SUPPORTS INDIVIDUALS THROUGH CASE MANAGEMENT AND FUNDS TO ENSURE HOUSEHOLDS HAVE A PLACE OF THEIR OWN TO CALL HOME. 89966 40134 0 89966 40134 5750593 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 108 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X ERICA HENDRICKS 6088367338 3502 PARMENTER ST MIDDLETON WI 53562 SUSANNAH GUSTAFSON PRESIDENT 1.00 X X 0 0 0 PATRICIA NOLAN PRESIDENT (THRU 4/1) 1.00 X X 0 0 0 DANA MONOGUE VICE PRESIDENT 1.00 X X 0 0 0 LUKE FUSZARD SECRETARY 1.00 X X 0 0 0 SUE LOKEN TREASURER 1.00 X X 0 0 0 DARREN FORTNEY DIRECTOR 1.00 X 0 0 0 BRIAN HORNUNG DIRECTOR 1.00 X 0 0 0 DOM RICKS DIRECTOR 1.00 X 0 0 0 CHASE HORNE DIRECTOR 1.00 X 0 0 0 GINGER BENZ DIRECTOR 1.00 X 0 0 0 AMY RACKI DIRECTOR 1.00 X 0 0 0 ALEX GIBSON DIRECTOR 1.00 X 0 0 0 KATE NISBET DIRECTOR 1.00 X 0 0 0 CHRIS ROTH DIRECTOR 1.00 X 0 0 0 JENNIFER WAGNER DIRECTOR 1.00 X 0 0 0 CONNIE MATYE DIRECTOR (THRU 4/1) 1.00 X 0 0 0 JIM NEUMAN DIRECTOR (THRU 7/1) 1.00 X 0 0 0 ELLEN CARLSON EXECUTIVE DIRECTOR 40.00 X 120760 0 4613 120760 0 4613 1 0 0 0 0 195546 189563 596478 6070698 3467484 7052285 94269 94269 103028 72 103085 0 -57 72 15 15 41925 189563 62339 -20414 -20414 730 730 730 7126885 0 0 74600 4572020 4572020 129737 28542 90816 10379 1146496 725030 148353 273113 32588 19242 6107 7239 76269 45034 14293 16942 109368 64578 20496 24294 21100 21100 49495 22901 6834 19760 9852 270 106 9476 145125 60810 29880 54435 48619 33098 3815 11706 97095 81275 7140 8680 19042 12365 3750 2927 62998 10295 49634 3069 898 898 61575 47989 7179 6407 33835 27144 3157 3534 3736 1607 2129 6619848 5750593 415165 454090 72591 117847 922398 1183217 302244 275301 30549 30286 85300 105335 597 1718 2454345 523416 1983985 1930929 1322 1322 1157986 1419121 86658 78216 4643630 5143292 82662 140392 430772 419516 99466 42134 612900 602042 X 3775901 4352556 254829 188694 4030730 4541250 4643630 5143292 X 507037 3406 77 X 0 1 X 1 0 X 3611212 3237023 4435318 6125361 7052285 24461199 3611212 3237023 4435318 6125361 7052285 24461199 910353 23550846 6304 4718 32133 72228 94269 209652 24670851 243370 0.95460 0.96280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62521 1234 638 519 62598 57900 8108 2448 1039 62521 57919 3061 1855 1225 57900 56035 4251 2367 57919 46811 9224 56035 1.00000 0.00000 0.00000 1 0 1025908 1025908 985484 276719 708765 317238 200077 117161 125715 46620 79095 1930929 CERTIFICATES OF DEPOSIT 1419121 F 1419121 FINANCE LEASE LIABILITY 16784 REFUNDABLE ADVANCE 25350 42134 7239741 3406 47034 77 50517 7189224 -62339 -62339 7126885 6729221 47034 62339 109373 6619848 0 6619848 PART V, LINE 4: WAYFORWARD RESOURCES, INC.'S BOARD OF DIRECTORS HAS DESIGNATED A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF WAYFORWARD RESOURCES, INC. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 77. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -62,339. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 62,339. CHIP IN TO END HUNGER GOLF EVENT 126500 98120 28380 6444 16955 11046 HOLIDAY ART FAIR 66581 58582 7999 649 20203 1 36055 30510 5545 6186 276 229136 187212 41924 13279 16955 31525 61759 -19835 1 GRANTS FOR RENT AND UTILITY ASSISTANCE, CAR REPAIRS, MEDICAL PRESCRIPTIONS, SCHOOL SUPPLIES, AND OTHER ASSISTANCE TO HELP MAINTAIN STABLE HOUSING AND AVOID EVICTION. 852 874010 37945 ESTIMATED FAIR MARKET VALUE AT DATE OF DONATION TO THE ORGANIZATION SCHOOL AND OTHER SUPPLIES FOOD DISTRIBUTED THROUGH FOOD PANTRY AND CLOTHING DISTRIBUTED FROM CLOTHING CENTER. 4075 372192 3287873 ESTIMATED FAIR MARKET VALUE AT DATE OF DONATION TO THE ORGANIZATION FOOD AND CLOTHING PART I, LINE 2: CASE MANAGERS MEET WITH INDIVIDUALS TO MAKE SURE THEY QUALIFY FOR CASH ASSISTANCE PER OUR GUIDELINES. FOOD PANTRY GUESTS MUST REGISTER FOR THE PANTRY AND CLOTHING CENTER. X 582382 ESTIMATED RESALE VALUE X 9 54516 QUOTED MARKET PRICE X 1392130 2749590 PRICE PER POUND X SUPPLIES AND EQUIPMENT 62 43042 ESTIMATED RESALE VAL X BACK TO SCHOOL 167 28634 ESTIMATED RESALE VAL X OTHER ASSISTANCE 39 9320 ESTIMATED RESALE VAL 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF FOOD CONTRIBUTIONS BASED ON WEIGHT. THE ORGANIZATION USES THE NUMBER OF DONORS TO REPORT THE NUMBERS IN THE REMAINDER OF COLUMN (B). PART I, LINE 32B: WHEN NEEDED, THE ORGANIZATION USES A THIRD PARTY TO SELL NONCASH CONTRIBUTIONS SUCH AS AUTOMOBILES. FORM 990, PART III, LINE 2 DURING 2024 WAYFORWARD RESOURCES, INC. STARTED TRACKING ITS CONNECTIONS PROGRAM AS A SEPARATE PROGRAM. CONNECTIONS - THE CONNECTIONS HOUSING PROGRAM SERVES HOUSEHOLDS IN DOUBLED-UP LIVING ARRANGEMENTS. DOUBLING-UP IS WHEN AN INDIVIDUAL OR FAMILY LIVES WITH ANOTHER HOUSEHOLD TEMPORARILY OR SHUFFLES INDEFINITELY BETWEEN HOMES BECAUSE OF ECONOMIC NEED. THE CONNECTIONS PROGRAM SUPPORTS INDIVIDUALS THROUGH CASE MANAGEMENT AND FUNDS TO ENSURE HOUSEHOLDS HAVE A PLACE OF THEIR OWN TO CALL HOME. FORM 990, PART V, LINE 2A WAYFORWARD RESOURCES, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, SUSTAINABLE HR. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF WAYFORWARD RESOURCES, INC., HOWEVER, SUSTAINABLE HR IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM SUSTAINABLE HR. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE PREPARED FORM 990 IS REVIEWED BY THE AUDIT AND FINANCE COMMITTEE OF THE GOVERNING BODY. ANY CHANGES SUGGESTED BY THE COMMITTEE ARE PRESENTED TO THE MEMBERS OF THE GOVERNING BODY FOR APPROVAL. THE PREPARED FORM 990 IS FILED WITH THE IRS AFTER APPROVAL OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH MEETING, ALL DIRECTORS ARE ASKED TO DISCLOSE ANY PREVIOUSLY UNDISCLOSED CONFLICTS OF INTEREST. A DIRECTOR WITH A CONFLICT MAY BE ASKED TO RECUSE HIMSELF/HERSELF FROM THE PARTICULAR MOTION OR CONSIDERATION. ANY DISCLOSURES OF CONFLICTS OF INTEREST BECOME RECORD AS A PART OF THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE PERSONNEL COMMITTEE OF THE GOVERNING BODY ANNUALLY REVIEWS THE LATEST COMPENSATION AND BENEFITS SURVEY PREPARED BY THE UNITED WAY OF DANE COUNTY. THE EXECUTIVE DIRECTOR'S COMPENSATION AND BENEFITS ARE DETERMINED BASED ON A COMPARISON OF THE DUTIES AND RESPONSIBILITIES OF EXECUTIVE DIRECTORS AS OUTLINED IN THE SURVEY TO THE DUTIES AND RESPONSIBILITIES OF WAYFORWARD RESOURCES, INC.'S EXECUTIVE DIRECTOR AS WELL AS THE EXECUTIVE DIRECTOR'S JOB PERFORMANCE. THE EXECUTIVE DIRECTOR'S COMPENSATION IS APPROVED, IN WRITING, BY THE PERSONNEL COMMITTEE AND REPORTED TO ALL MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 77.