2015-06-15T11:05:18-05:00 2014-12-31 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2014-01-01 391893799 URBAN ECONOMIC DEVELOPMENT ASSOCIATION OF WISCONSIN INC URBA 4145629904 2212 N MARTIN LUTHER KING DR MILWAUKEE WI 532123126 KRISTI LUZAR INTERIM EXECUTIVE DIRECTOR 4145629904 2015-06-11 1 JENNY TARKOWSKI CPA P00634290 6082744020 2014 2016-03-07 17:11:31Z KRISTI LUZAR 2212 N MARTIN LUTHER KING DR MILWAUKEE WI 532123126 260199 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. 14 14 2 96 0 0 214699 215970 40891 41221 103 94 -13892 -10057 241801 247228 0 5126 0 0 77247 74416 0 0 27086 155954 174935 233201 254477 8600 -7249 133471 95760 39203 8741 94268 87019 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 20477 UEDA HAS A MEMBERSHIP PROGRAM, WHICH INCLUDES PROVIDING CAPACITY-BUILDING, 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 DEVELOPMENT, ASSET-BUILDING/ECONOMIC EDUCATION, LENDING, WORKFORCE TRANSPORTATION, GOVERNMENT REGULATIONS, SMALL BUSINESS AND ENTREPRENEUR SUPPORT, REGIONAL FOOD ECONOMY ACTIVITIES AND MORE. OUTCOME EXAMPLES ARE MONTHLY NEWSLETTERS TO MEMBERS, QUARTERLY COMMUNITY UPDATES, LISTSERV, AND NETWORKING EVENTS. 40459 UEDA'S MOST SIGNIFICANT PROGRAM ACTIVITY IS 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 IN MILWAUKEE AND ITS NEIGHBORHOODS. THEIR ACTIVITIES INCLUDE EVENTS, PROMOTION AND MEMBER EDUCATION SEMINARS THAT ADDRESS HOMEOWNERSHIP EDUCATION AND WORK TO MITIGATE THE IMPACT OF FORECLOSURES ON NEIGHBORHOODS. AS THE ADMINISTRATIVE AGENCY FOR TAKE ROOT MILWAUKEE, UEDA PROVIDES MANAGEMENT AND PROJECT SUPPORT, AS WELL AS FISCAL SERVICES. 27222 37186 UEDA ALSO PROVIDES CONTRACTED SERVICES IN A NUMBER OF AREAS AS A FEE-FOR-SERVICE TO MEMBERS AND OTHER COMMUNITY PARTNERS. AS A SUBCONTRACTOR WITH LOCAL INITIATIVES SUPPORT CORPORATION (LISC) AND OTHER NATIONAL TECHNICAL ASSISTANCE PROVIDERS FOR THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD), UEDA PROVIDES LOCALLY-BASED TECHNICAL ASSISTANCE TO ADDRESS AREAS OF ORGANIZATIONAL DEVELOPMENT (I.E., STRATEGIC PLANNING, PROGRAM EVALUATION, FINANCIAL MANAGEMENT, TECHNOLOGY, AND HOUSING OR PROJECT DEVELOPMENT). UEDA HAS ALSO BEEN CONTRACTED TO CONDUCT COMMUNITY OUTREACH FOR THE SOUTHEASTERN WISCONSIN REGIONAL PLANNING COMMISSION (SEWRPC) VISION 2050 EFFORT. ADDITIONALLY, UEDA HAS PROVIDED PROGRAM/PROJECT EVALUATION (I.E., DATA COLLECTION AND ANALYSIS) AND FISCAL AGENT SERVICES FOR A NUMBER ORGANIZATIONS OR PROJECTS, INCLUDING THE HARAMBEE GREAT NEIGHBORHOOD INITIATIVE (HGNI), WISCONSIN NONPROFITS ASSOCIATION (WNA), MAKING CONNECTIONS MILWAUKEE, THE MILWAUKEE BUSINESS IMPROVEMENT DISTRICT (BID) COUNCIL AND THE HISTORIC KING DRIVE BID. 20303 2035 EACH YEAR, UEDA HOSTS A NUMBER OF EVENTS THAT PROVIDE MEMBERS, PARTNERS AND THE COMMUNITY THE OPPORTUNITY TO NETWORK AND IDENTIFY AREAS OF POTENTIAL COLLABORATION. THE COMMUNITY DEVELOPMENT SUMMIT IS AN ANNUAL EVENT THAT PROVIDES THE OPPORTUNITY FOR BUSINESSES, GOVERNMENT AND COMMUNITY-BASED ORGANIZATIONS TO DISCUSS AND EXPLORE RELEVANT & EMERGING ISSUES IN THE ECONOMIC AND COMMUNITY DEVELOPMENT SECTOR. UEDA HAS ALSO HOSTED COMMUNITY DEVELOPMENT BROWN BAGS AND "QUARTERLY GATHERING" EVENTS TO EDUCATE MEMBERS AND PARTNERS ON VARIOUS TOPICS THAT ARE EITHER OPERATIONALLY-FOCUSED OR PROGRAM-DRIVEN. EACH FEBRUARY, UEDA HOSTS AN ANNUAL FUNDRAISER, CARNIVAL MILWAUKEE, THAT CELEBRATES THE DIVERSITY AND CULTURE OF GREATER MILWAUKEE THROUGH FOOD AND MUSIC, AND SUPPORT LOCAL BUSINESSES AND CULTURAL ORGANIZATIONS. 18160 2000 IN 2008, UEDA HELPED FORM THE COALITION FOR ADVANCING TRANSIT, WHICH WAS A RESULT OF KEY RECOMMENDATIONS FROM ITS ANNUAL COMMUNITY DEVELOPMENT SUMMIT. THIS GROUP ENGAGES IN COMMUNITY OUTREACH ON THIS ISSUE AND WORKS TO ADVOCATE FOR REGIONAL SOLUTIONS TO TRANSIT THAT WILL HELP CONNECT WORKERS TO JOBS AND FOSTER ECONOMIC DEVELOPMENT IN SOUTHEASTERN WISCONSIN. IN 2013, UEDA WAS ASKED TO WORK WITH THE MILWAUKEE WORKFORCE COORDINATING COUNCIL TO BRING TOGETHER EMPLOYERS AND WORKFORCE SERVICE PROVIDERS TO OPTIMIZE THE USE OF EXISTING TRANSPORTATION RESOURCES. 21606 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. EXAMPLES OF THIS WORK INCLUDE THE FOOD ENTERPRISE DEVELOPMENT NETWORK (FEDN) INIITIATIVE, GETTING TO WORK PROJECT AND THE COALITION FOR ADVANCING TRANSIT. UEDA FACILITATES WORKING GROUPS FOR EACH ONE, EXPLORING STRATEGIES THAT WILL FACILITATE IMPORTANT CONNECTIONS AND COLLABORATIONS THAT LEAD TO REGIONAL ECONOMIC GROWTH AND JOB CREATION. ADDITIONALLY, UEDA HAS PLAYED A LEAD ROLE IN FACILITATING THE MILWAUKEE PLANNING COUNCIL FOR MONEY SMART WEEK WISCONSIN AND IS PARTNERING WITH LISC MILWAUKEE AND THE CITY OF MILWAUKEE TO SUPPORT THE GROWTH OF ENTREPRENEURS AND SMALL BUSINESS DEVELOPMENT THROUGH AN AFFINITY GROUP. 20408 5126 IN 2009, UEDA WAS ASKED BY THE CITY OF MILWAUKEE TO ASSIST IN CONVENING TAKE ROOT MILWAUKEE, ONE OF THE KEY RECOMMENDATIONS OF THE MILWAUKEE FORECLOSURE PARTNERSHIP INITIATIVE THAT WAS HELD IN 2008. UEDA HAS ASSISTED IN FACILITATING THE FORMATION OF TAKE ROOT MILWAUKEE, INCLUDING CONVENING THE MEMBERSHIP AND PARTICIPANTS, ESTABLISHING ITS PURPOSE AND STRUCTURE, AND SEEKING FUNDING TO SUPPORT ITS ACTIVITIES. 80477 5126 4035 168635 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 2 1 0 0 0 0 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 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 GARY GOYKE 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 ELIZABETH HUMMITZSCH 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 DOMINIQUE SAMARI DIRECTOR 1.00 X 0 0 0 WILLIAM JOHNSON EXECUTIVE DIRECTOR 40.00 X 74416 0 0 74416 0 0 0 0 0 0 QTI HUMAN RESOURCES INC 4476 ROBERTSON RD MADISON WI 537143125 EMPLOYEE LEASING SERVICES 153855 1 15290 31020 169660 6870 215970 CONTRACTED SERVICES 611430 22738 22738 RENTAL INCOME 531120 15963 15963 PROGRAM TUITION 611430 2035 2035 MISCELLANEOUS REVENUE 611430 485 485 41221 94 94 2914 31020 12971 -10057 -10057 247228 41221 0 -9963 X 5126 5126 74416 43161 16372 14883 39 39 12388 12388 93747 58991 25601 9155 12390 12390 10528 8919 946 663 28871 23963 2887 2021 164 164 12200 12096 62 42 105 87 11 7 3274 2718 327 229 1229 1020 123 86 254477 168635 58756 27086 19565 12997 99040 72634 11200 4974 1401 3357 12300 12090 315 210 1950 1588 133471 95760 5910 6058 32968 2683 325 0 39203 8741 X 5063 -18330 89205 105349 94268 87019 133471 95760 -7249 0 X 0 1 X 0 0 X 188585 132259 198767 214699 215970 950280 188585 132259 198767 214699 215970 950280 366202 584078 488 470 194 103 94 1349 1280 1280 952909 504829 0.61290 0.60350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 6879 6879 0 5421 5211 210 210 261219 1020 1020 260199 -12971 -12971 247228 268468 1020 12971 13991 254477 0 254477 PART IV, LINE 2B: UEDA ACTS AS A FISCAL AGENT FOR AN ORGANIZATION WITH A SIMILAR MISSION THAT DOES NOT HAVE SUFFICIENT PERSONNEL OF THEIR OWN. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -12,971. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 12,971. CARNIVAL 33934 31020 2914 1360 6110 3000 2501 33934 31020 2914 1360 6110 3000 2501 12971 -10057 1 PART I, LINE 2: THE ORGANIZATION DOES NOT MONITOR THE USE OF GRANTS AWARDED TO ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11 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 7,245. MANAGEMENT AND GENERAL EXPENSES 8,425. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,670. EMPLOYEE LEASING SERVICES: PROGRAM SERVICE EXPENSES 51,746. MANAGEMENT AND GENERAL EXPENSES 17,176. FUNDRAISING EXPENSES 9,155. TOTAL EXPENSES 78,077.