2015-11-05T12:58:46-06:00 2014-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2014-01-01 391052077 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES COMM 6083131300 20 ECLIPSE CENTER BELOIT WI 53511 CECILIA DEVER EXECUTIVE DIRECTOR 6083131300 2015-10-29 1 JEAN CHRISTENSEN P00368719 6082741980 2015-10-29 2014 2016-04-25 22:37:26Z CECILIA DEVER 20 ECLIPSE CENTER BELOIT WI 53511 8208287 0 X WWW.COMMUNITY-ACTION.ORG X 1965 WI TO FIGHT POVERTY IN ROCK AND WALWORTH COUNTIES, WISCONSIN. 14 14 156 1572 0 0 6783295 6444835 1797635 1648472 6423 21256 64366 13813 8651719 8128376 2210862 2323909 0 0 4570792 3810071 0 0 36822 2519791 2141516 9301445 8275496 -649726 -147120 6426511 6071053 962831 741774 5463680 5329279 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 2309651 1480967 37860 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 2014 WERE SUPPLEMENTED BY FUNDS FROM ENERGY ASSISTANCE, PUBLIC BENEFITS AND FEDERAL DEPARTMENT OF ENERGY. THE RESULT WAS A TOTAL OF 179 UNITS WEATHERIZED DURING CALENDAR YEAR 2014. 1213466 364753 34991 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 2014, COMMUNITY ACTION EFFORTS ALLOWED 285 HOUSEHOLDS TO OBTAIN OR MAINTAIN STABLE HOUSING, AND WE ASSISTED 162 HOMELESS INDIVIDUALS WITH EMERGENCY SHELTER SERVICES. 1018513 0 82909 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 ACT (WIA)-IN-SCHOOL YOUTH AND TEEN PARENT CONNECTIONS 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 341 PARTICIPANTS WERE SERVED IN 2014. 823205 0 888616 CHILD PROGRAMS 686536 0 389447 HEALTH CARE 646139 0 41757 COMMUNITY SERVICES PROGRAMS 492131 446105 0 FOOD PROGRAMS 205664 0 159874 HOMELESS/SHELTER PROGRAMS 75263 32084 13018 OTHER 2928938 478189 1492712 7470568 1 1 0 1 0 0 0 0 0 0 1 0 1 0 0 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 1 0 0 1 121 0 1 156 1 0 0 0 0 0 1 1 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 1 0 WI X RICKY LEMKE 6083131300 20 ECLIPSE CENTER BELOIT WI 53511 KIM CAPSTICK DIRECTOR 1.00 1.00 X 0 0 0 ROYCE DEBOW DIRECTOR (THRU JUNE) 1.00 1.00 X 0 0 0 TRAVIS EGAN DIRECTOR (THRU JUNE) 1.00 1.00 X 0 0 0 NANCY FORBECK DIRECTOR (THRU MAY) 1.00 1.00 X 0 0 0 SHANNON GALLAGHER DIRECTOR 1.00 1.00 X 0 0 0 DAVE GODEK 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 LINDA SEEMEYER DIRECTOR 1.00 1.00 X 0 0 0 AMANDA SOOKRAJ DIRECTOR 1.00 1.00 X 0 0 0 MARK SPREITZER DIRECTOR 1.00 1.00 X 0 0 0 JANA VEGGE DIRECTOR 1.00 1.00 X 0 0 0 FRED YOSS DIRECTOR (THRU MARCH) 1.00 1.00 X 0 0 0 JEREMY ZAJAC DIRECTOR 1.00 1.00 X 0 0 0 JENNIFER WOOD CHAIR 1.00 1.00 X X 0 0 0 JASON HEIDENREICH VICE-CHAIR 1.00 1.00 X X 0 0 0 JULIE LEWIS 2ND VICE-CHAIR 1.00 1.00 X X 0 0 0 PENNY SONHEIM SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 LISA FURSETH EXECUTIVE DIRECTOR 40.00 1.00 X 118656 0 7119 DEBRA KELLER FINANCE DIRECTOR (THRU NOVEMBER) 40.00 X 64104 0 736 RICKY LEMKE FINANCE DIRECTOR (BEG DECEMBER) 40.00 X 6461 0 23 189221 0 7878 1 0 0 0 LLOYD'S PLUMBING AND HEATING CORP 2352 WEST HIGHWAY 14 JANESVILLE WI 53547 WEATHERIZATION SERVICES 374659 RYAN HEATING & PLUMBING 7348 S PINNOW GROVE RD BELOIT WI 53511 WEATHERIZATION SERVICES 274561 AGSUN CORPORATION INC 1321 S JACKSON ST JANESVILLE WI 53546 WEATHERIZATION SERVICES 186039 WEATHERIZATION SERVICES LLC 1101 W LAYTON AVE MILWAUKEE WI 53221 WEATHERIZATION SERVICES 150718 BENEFICIAL INSULATION LLC 2415 MT VERNON AVE JANESVILLE WI 53545 WEATHERIZATION SERVICES 116894 5 217304 29691 6147588 50252 466203 6444835 CHILD PROGRAMS 624410 888616 888616 HEALTH CARE 621400 389447 389447 HOMELESS/SHELTER PROGRAMS 624200 159874 159874 EMPLOYMENT TRAINING 624310 82909 82909 COMMUNITY SERVICES PROGRAMS 624200 41757 41757 85869 85869 1648472 7226 7226 58505 35274 23231 23231 23231 24466 10436 14030 14030 14030 18243 29691 34201 -15958 -15958 6540 0 6540 6540 8128376 1648472 0 35069 478189 478189 1845720 1845720 197099 197099 2823211 2485915 308523 28773 84511 63534 20116 861 476458 421639 49963 4856 228792 189126 37334 2332 9336 9336 10452 10452 3277 3277 34729 7747 26982 96604 51583 45021 614814 570661 44153 69931 63430 6501 24882 17445 7437 167717 167717 CLIENT SERVICES 748651 748651 361123 339423 21700 8275496 7470568 768106 36822 690 690 120857 258517 751866 498825 139639 100297 1915070 2717228 427898 382308 59970 79031 3115207 2096519 1139936 1018688 281514 306005 12872 15688 1576199 693776 6426511 6071053 321969 294493 272365 203784 368497 243497 962831 741774 X 919678 911167 4544002 4418112 5463680 5329279 6426511 6071053 -147120 -1979 14698 0 X 0 1 X 1 1 1 X 10059418 8647876 7160001 6783295 6444835 39095425 10059418 8647876 7160001 6783295 6444835 39095425 39095425 22214 4443 36593 52091 65731 181072 39276497 11784530 0.99540 0.99650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 270 270 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. 220100 220100 2245736 1556381 689355 623429 520202 103227 25942 19936 6006 1018688 LOANS RECEIVABLE - HOUSING 559930 C LOANS RECEIVABLE - VEHICLES 133846 C 693776 X 8207293 -1979 14698 -3277 9442 8197851 -69475 -69475 8128376 8341694 69475 69475 8272219 3277 3277 8275496 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. FEDERAL RETURNS FOR THE YEARS ENDED DECEMBER 31, 2011 AND AFTER REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -3,277. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE -34,201. RENT EXPENSE -35,274. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 34,201. RENT EXPENSE 35,274. GOLF OUTING 40171 29691 10480 4459 3896 22164 GINGERBREAD 7763 7763 3682 47934 29691 18243 4459 3896 25846 34201 -15958 1 BELOIT CORPS - THE SALVATION ARMY 628 BROAD ST BELOIT WI 53511 362167910 501(C)(3) 8421 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT BIG FOOT EMERGENCY FOOD PANTRY PO BOX 209 WALWORTH WI 53184 390690336 501(C)(3) 12744 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT CARITAS INC 2840 PRAIRIE AVE BELOIT WI 53511 391304689 501(C)(3) 34652 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT CATHOLIC CHARITIES 3501 S LAKE DRIVE MILWAUKEE WI 53207 530196620 501(C)(3) 23629 PROGRAM SUPPORT CLINTON COMMUNITY OUTREACH PROGRAM INC 312 CHURCH ST CLINTON WI 53525 261159491 501(C)(3) 5088 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT EAST TROY FOOD PANTRY INC 2861 AUSTIN ST EAST TROY WI 53120 391447159 501(C)(3) 12292 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) 95468 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT EDGERTON COMMUNITY OUTREACH MINISTRIES INC 106 S MAIN ST EDGERTON WI 53534 391618796 501(C)(3) 20047 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT ELKHORN FOOD PANTRY INC W6827 HAZEL RIDGE RD DELAVAN WI 53115 391715868 501(C)(3) 22964 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT EVANSVILLE ECUMENICAL CARE CLOSET LTD 202 MADISON ST EVANSVILLE WI 53536 134256329 501(C)(3) 21427 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT HAROLD JOHNSON FOOD PANTRY 714 WALWORTH AVE DELAVAN WI 53115 391452288 501(C)(3) 31721 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) 79443 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) 24457 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT LEGAL ACTION OF WISCONSIN INC 230 W WELLS ST ROOM 800 MILWAUKEE WI 53203 391077192 501(C)(3) 8455 PROGRAM SUPPORT SHARON FOOD ASSISTANCE PROGRAM 126 PEARL ST SHARON WI 53585 261214383 501(C)(3) 11352 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT JAD FOUNDATION INC 101 TERRACE DR LAKE GENEVA WI 53147 264560796 501(C)(3) 66029 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT 16 0 SUPPORTIVE HOUSING PROGRAM/TRANSITIONAL LIVING PROGRAM 69 364753 HOUSING ASSISTANCE WEATHERIZATION 169 1480967 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 2 11307 FAIR MARKET VALUE X 1 454896 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 11 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 2012. 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. COMMUNITY ACTION PROPERTIES LLC 20 ECLIPSE CENTER BELOIT WI 53511 AFFORDABLE HOUSING WI 11852 163667 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 9 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES 1 EVANSVILLE SENIOR HOUSING LP 20 ECLIPSE CENTER BELOIT WI 53511 391996893 AFFORDABLE HOUSING WI COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES RELATED -51 718870 0 1 0.00090 BELOIT MATURE ADULT HOUSING LLC 20 ECLIPSE CENTER BELOIT WI 53511 391932669 AFFORDABLE HOUSING WI COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES RELATED -320197 1262303 0 1 0.00010 DELAVAN MATURE ADULT HOUSING LLC 20 ECLIPSE CENTER BELOIT WI 53511 391959312 AFFORDABLE HOUSING WI COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES RELATED -50 827783 0 1 0.00090 MULBERRY GROVE LLC 20711 WATERTOWN ROAD SUITE A WAUKESHA WI 53186 391802774 AFFORDABLE HOUSING WI N/A RELATED 60 221145 0 0 0.03000 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 EVANSVILLE SENIOR HOUSING LP D 760950 FAIR MARKET VALUE DELEVAN MATURE ADULT HOUSING LLC D 841185 FAIR MARKET VALUE