2014-06-03T12:43:34-05:00 2013-12-31 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2013-01-01 237071027 COLONIAL CLUB INC COLO 6088374611 301 BLANKENHEIM LN SUN PRAIRIE WI 535902373 BOB POWER EXECUTIVE DIRECTOR 6088374611 2014-06-02 1 SCOTT HAUMERSEN CPA P00084908 6082744020 2013 2015-11-30 17:44:51Z BOB POWER 301 BLANKENHEIM LN SUN PRAIRIE WI 535902373 1112660 0 X WWW.COLONIALCLUB.ORG X 1969 WI SERVICES AND ACTIVITIES THAT RESPOND TO THE NEEDS OF SENIORS AND ENHANCE THEIR QUALITY OF LIFE 12 12 45 360 15863 0 796372 808918 177395 147232 32007 33983 96262 83422 1102036 1073555 0 0 0 0 728661 753409 0 0 28953 344107 343434 1072768 1096843 29268 -23288 1542621 1558808 57112 57150 1485509 1501658 X THE COLONIAL CLUB SENIOR ACTIVITY CENTER IS A PROGRESSIVE COMMUNITY-BASED NONPROFIT ORGANIZATION DEDICATED TO ENHANCING THE HEALTH AND DIGNITY OF OLDER ADULTS IN NORTHEAST DANE COUNTY. USING CONSENSUS, EMPOWERMENT, AND TEAMWORK, WE PROVIDE ACTIVITIES AND SERVICES TO MEET THE NEEDS OF OUR CLIENTELE. AS AN ALL-INCLUSIVE ORGANIZATION AND IN CONJUNCTION WITH OUR BOARD OF DIRECTORS, ADVISORY COUNCIL, VOLUNTEERS, AND STAFF, WE FOSTER INDIVIDUALITY, INDEPENDENCE, AND INSPIRATION FOR ALL SENIORS. 0 0 500619 100234 COLONIAL CLUB PROVIDED 2,266 HOURS OF CASE MANAGEMENT SERVICES TO 238 DIFFERENT CLIENTS, AN ADDITIONAL 62 HOURS OF MEDICAL ASSISTANCE CASE MANAGEMENT TO 3 CLIENTS AND PROVIDED 1,225 CONTACTS OF INFORMATION REFERRALS. ALSO, 14,784 HOURS OF CARE WERE PROVIDED TO 35 PEOPLE UTILIZING THE ADULT DAY CENTER, AND 4,545 HOURS OF SUPPORTIVE HOME CARE SERVICES WERE PROVIDED TO 77 CLIENTS. ABOUT 30,725 MILES WERE PROVIDED BY OUR TRANSPORTATION SERVICES. 181753 10374 COLONIAL CLUB DELIVERED 21,286 MEALS TO 299 OLDER ADULTS IN SEVEN DIFFERENT MUNICIPALITIES. AS DANE COUNTY'S SECOND LARGEST CATERER TO SENIORS, COLONIAL CLUB ENSURED THAT SENIORS THROUGHOUT NORTHEAST DANE COUNTY HAD NUTRITIOUS HOT MEALS. 112851 20761 COLONIAL CLUB'S RECREATIONAL, SOCIAL, AND EDUCATIONAL PROGRAMS AND ACTIVITIES ARE DEDICATED TO ENHANCING THE QUALITY OF LIFE FOR OLDER ADULTS BY ANNUALLY OFFERING 44 ONGOING ACTIVITIES, 31 ADULT EDUCATION CLASSES, 3 SUPPORT GROUPS, AND SEVERAL ONE TIME SPECIAL EVENTS. VOLUNTEERS, INCLUDING SENIOR VOLUNTEERS, ANNUALLY PROVIDE OVER 12,000 HOURS OF SERVICE TO THE COLONIAL CLUB. 795223 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 4 0 45 1 1 1 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X BOB POWER 6088374611 301 BLANKENHEIM LN SUN PRAIRIE WI 535902373 VERN BUSKAGER PRESIDENT 2.00 X X 0 0 0 FRANK PENNYPACKER VICE PRESIDENT 2.00 X X 0 0 0 MEGON SIEGERT SECRETARY 2.00 X X 0 0 0 STEVE MUSSER TREASURER 2.00 X X 0 0 0 CLAUDIA MURRAY DIRECTOR 2.00 X 0 0 0 DALE NELSON DIRECTOR 2.00 X 0 0 0 WILLIAM EISINGER DIRECTOR 2.00 X 0 0 0 KAY SCHOONMAKER DIRECTOR 2.00 X 0 0 0 KATHY SCHMITZ DIRECTOR 2.00 X 0 0 0 KEVIN KONOPACKI VICE PRESIDENT 2.00 X X 0 0 0 MARY VOLKER SECRETARY 2.00 X X 0 0 0 JENNIFER ANNEN DIRECTOR 2.00 X 0 0 0 BOB POWER EXECUTIVE DIRECTOR 40.00 X 75208 0 2687 75208 0 2687 0 0 0 0 0 81079 14502 23650 414797 274890 808918 SERVICE FEE INCOME 624120 109744 109744 PROGRAM FEE INCOME 624120 21625 21625 CATERING SERVICES 722320 15863 15863 147232 4868 4868 57317 10430 46887 46887 46887 31812 2697 29115 29115 29115 45425 23650 16858 28567 28567 13074 9120 3954 3954 MISCELLANEOUS REVENUE 900099 4014 4014 4014 1073555 131369 15863 117405 77895 58667 16990 2238 585168 440721 127635 16812 37096 27939 8091 1066 53250 40105 11615 1530 35700 35700 5167 5167 4796 2068 2728 834 704 39 91 138137 127938 7027 3172 7264 6135 338 791 58389 23209 34242 938 32277 29428 1504 1345 1426 1205 66 155 36158 17062 18546 550 23286 20042 2979 265 1096843 795223 272667 28953 730 430 62146 74597 231024 225710 13274 16364 6922 5993 1733174 1060265 709067 672909 519458 562805 1542621 1558808 49095 52952 7667 3573 350 625 57112 57150 X 1287559 1302308 197950 199350 1485509 1501658 1542621 1558808 -23288 39437 0 X 0 1 X 1 0 X 938196 790960 784147 796372 808918 4118593 938196 790960 784147 796372 808918 4118593 4118593 30635 46495 59734 77775 62185 276824 3049 2932 2254 6018 4014 18267 4413684 1011019 0.93310 0.96600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 510656 1775 46399 5167 553663 449836 12350 53286 4816 510656 469195 110 -14829 4640 449836 468754 3891 1534 4984 469195 418936 3623 46195 468754 1.00000 0 0 11450 11450 1424957 781368 643589 92688 92688 0 204079 186209 17870 672909 SECURITY DEPOSITS 625 625 1144233 39437 -5167 34270 1109963 -36408 -36408 1073555 1128084 36408 36408 1091676 5167 5167 1096843 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS WERE ESTABLISHED AS A RESERVE FOR OPERATIONS TO ENSURE THE CONTINUED EXISTENCE OF THE ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -5,167. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -10,430. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -16,858. COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B -9,120. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 10,430. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 16,858. COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B 9,120. STRAWBERRY FEST 47513 14700 32813 10826 COLONIALE FEST 18965 8950 10015 4303 66478 23650 42828 15129 15129 27699 FORM 990, PART VI, SECTION A, LINE 6 COLONIAL CLUB'S MEMBERS REPRESENT RESIDENTS OF NORTHEAST DANE COUNTY WHO ARE AGE FIFTY-FIVE OR OLDER. THE ADVISORY COUNCIL IS COMPRISED OF REPRESENTATIVES FROM COLONIAL CLUB'S COMMITTEES AND ACTIVITY GROUPS, SENIORS RESIDING IN NORTHEAST DANE COUNTY, AND SENIOR "AT LARGE" MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF COLONIAL CLUB ELECT THE MEMBERS OF THE GOVERNING BODY AT THE ORGANIZATION'S ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF COLONIAL CLUB REPRESENTED BY THE ADVISORY COUNCIL APPROVE THE USE OF THE ORGANIZAITON'S ENDOWMENT FUNDS. APPROVAL BY A SIMPLE MAJORITY OF THE ADVISORY COUNCIL IS REQUIRED. FORM 990, PART VI, SECTION B, LINE 11 THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY AND MANAGMENT BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH MEMBER OF THE GOVERNING BODY REVIEWS THE CONFLICT OF INTEREST POLICY AND COMPLETES AND SIGNS A STATEMENT DISCLOSING INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT AND VICE PRESIDENT ANNUALLY CONDUCT A PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR USING INPUT FROM THE STAFF, COMMUNITY LEADERS, AND ALL OTHER DIRECTORS; REVIEW COMPENSATION DATA FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS; AND DETERMINE AND APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION ALONG WITH THE OTHER MEMBERS OF THE ORGANIZATION'S EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.