2024-04-02T11:34:36-05:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 431987370 SMART GROWTH GREATER MADISON INC SMAR 6082285995 25 W MAIN ST 5TH FLOOR 33 MADISON WI 537032958 WILLIAM E CONNORS EXECUTIVE DIRECTOR 6082285995 2024-04-01 1 WILLIAM CONNORS 999009999 1 BRUCE MAYER CPA P00187180 6082744020 2024-04-01 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z WILLIAM E CONNORS 25 W MAIN ST 5TH FLOOR 33 MADISON WI 537032958 201642 0 X SMARTGROWTHGREATERMADISON.COM X 2002 WI OUR MISSION IS TO FURTHER RATIONAL PUBLIC POLICY AS IT PERTAINS TO DEVELOPMENT IN DANE COUNTY. 14 14 1 40 0 0 0 40127 0 139260 0 433 0 -1740 0 178080 0 0 0 0 0 94799 0 0 0 0 59501 0 154300 0 23780 206574 231554 0 0 206574 231554 X OUR MISSION IS TO FURTHER RATIONAL PUBLIC POLICY AS IT PERTAINS TO DEVELOPMENT IN DANE COUNTY. 0 0 SMART GROWTH GREATER MADISON, INC. (SGGM) IS THE ADVOCACY ORGANIZATION FOR DANE COUNTY REAL ESTATE DEVELOPERS. FOUNDED IN 2003 BY A GROUP OF LOCAL REAL ESTATE DEVELOPERS AS AN ENTITY TO REPRESENT THE VOICE OF THE REAL ESTATE DEVELOPER COMMUNITY, SGGM HAS GROWN TO INCLUDE A WIDE RANGE OF COMMERCIAL AND RESIDENTIAL DEVELOPERS AND HAS ADDED ASSOCIATE MEMBERS INCLUDING GENERAL CONTRACTORS, ARCHITECTS, ENGINEERS, LAW FIRMS, AND INSURANCE COMPANIES. ISSUES SGGM HAS BEEN INVOLVED WITH INCLUDE THE MADISON COMPREHENSIVE PLAN, ZONING CODE REWRITES, TAX INCREMENTAL FINANCING POLICY, DEMOLITION STANDARDS, PARKING STANDARDS, CHANGES TO SIGNAGE REQUIREMENTS, AND AFFORDABLE HOUSING POLICIES. IN ADDITION TO ADVOCACY, SGGM PROVIDES AN EDUCATIONAL RESOURCE FOR ELECTED OFFICIALS AND THE GENERAL PUBLIC ON A MYRIAD OF ISSUES SURROUNDING DEVELOPMENT. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 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 1 8 0 1 1 0 0 0 0 1 1 0 0 0 X 14 14 0 0 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 X WILLIAM E CONNORS 6082285995 25 W MAIN ST 5TH FLOOR STE 33 MADISON WI 53703 DAVID GLUSICK PRESIDENT 1.00 X X 0 0 0 BRADLEY HUTTER PAST PRESIDENT 1.00 X X 0 0 0 MARK BINKOWSKI VICE PRESIDENT 1.00 X X 0 0 0 RANDY GUENTHER SECRETARY 1.00 X X 0 0 0 CHRIS VALCHEFF TREASURER 1.00 X X 0 0 0 SUSAN SPRINGMAN DIRECTOR (THRU MAY) 1.00 X 0 0 0 TERRENCE WALL DIRECTOR 1.00 X 0 0 0 MARGARET WATSON DIRECTOR 1.00 X 0 0 0 TIM CLEARY DIRECTOR 1.00 X 0 0 0 SARAH DUNN DIRECTOR 1.00 X 0 0 0 CAROLE SCHAEFFER DIRECTOR (THRU NOVEMBER) 1.00 X 0 0 0 ARIS GIALAMAS DIRECTOR 1.00 X 0 0 0 DAVID KELLER DIRECTOR 1.00 X 0 0 0 MIKE HERL DIRECTOR 1.00 X 0 0 0 ANDY CROOKS DIRECTOR (SINCE MAY) 1.00 X 0 0 0 REBECCA PROCHASKA DIRECTOR (SINCE DECEMBER) 1.00 X 0 0 0 WILLIAM E CONNORS EXECUTIVE DIRECTOR 40.00 X 87020 0 0 87020 0 0 0 0 0 0 0 40127 40127 MEMBERSHIP DUES 813910 132100 132100 NETWORKING EVENTS 813910 7160 7160 139260 433 433 21403 40127 23562 -2159 -2159 80 0 80 80 339 339 339 178080 139260 0 -1307 87020 695 7084 1270 2914 5476 1636 11508 12060 7 10402 BAD DEBT EXPENSE 13000 ROTARY DUES 1228 154300 65200 16697 50071 100504 91303 114353 206574 231554 0 0 X 206574 231554 206574 231554 206574 231554 23780 1200 0 X 0 0 0 0 1 0 GOLF OUTING 53197 32877 20320 9272 9105 235 PHEASANT HUNT 5250 5250 4121 58447 38127 20320 13393 9105 235 22733 -2413 FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE AMENDED TO UPDATE BOARD PRESIDENT TERMS TO STATE THAT THE PRESIDENT WILL NOT SERVE CONSECUTIVE TERMS AND ALLOW THE BOARD OF DIRECTORS TO RE-ELECT A PRESIDENT. MEMBERSHIP WAS UPDATED TO STATE THAT NEW PRINCIPAL MEMBERS MUST BE APPROVED BY THE BOARD OF DIRECTORS AND THAT THE ORGANIZATION WILL NOT ANNOUNCE A NEW MEMBER WITHOUT PRIOR PERMISSION FROM THE NEW MEMBER TO MAKE THE ANNOUNCEMENT. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE CATEGORIZED AS PRINCIPAL, NONPROFIT DEVELOPER, COMMUNITY PARTNER OR ASSOCIATE MEMBERS. A) PRINCIPAL MEMBERS ARE COMPANIES THAT CURRENTLY ARE DEVELOPING OR REDEVELOPING REAL ESTATE OR HAVE DONE SO IN THE PAST AND OWN, DIRECTLY OR THROUGH AFFILIATED ORGANIZATIONS, A SUBSTANTIAL PORTFOLIO OF BUILDINGS OR LAND. B) NONPROFIT DEVELOPER MEMBERS ARE ORGANIZATIONS THAT WOULD BE CLASSIFIED AS PRINCIPAL MEMBERS EXCEPT THAT THEY DO NOT OPERATE FOR PROFIT. NO MORE THAN TWO NONPROFIT DEVELOPERS MAY BE MEMBERS AT ANY TIME. THIS MEMBERSHIP CLASSIFICATION WILL CEASE TO EXIST ON DECEMBER 31, 2025, AND ALL REFERENCES TO THIS MEMBERSHIP CLASSIFICATION WILL BE REMOVED FROM THESE BYLAWS. SEE THE APPENDIX TO THESE BYLAWS FOR THE REASONS FOR THE LIMITATIONS ON THE NONPROFIT DEVELOPER MEMBERS. C) COMMUNITY PARTNER MEMBERS ARE ORGANIZATIONS THAT PLAY A PROMINENT ROLE IN THE GREATER MADISON AREA ECONOMY IN ADDITION TO HAVING EMPLOYEES WHO HAVE DIRECT OR INDIRECT ROLES IN REAL ESTATE DEVELOPMENT OR CONSTRUCTION BUT DO NOT QUALIFY AS PRINCIPAL MEMBERS. D) ASSOCIATE MEMBERS ARE ANY OTHER ORGANIZATIONS WHICH HAVE EMPLOYEES WHO HAVE DIRECT OR INDIRECT ROLES IN REAL ESTATE DEVELOPMENT OR CONSTRUCTION. ALL MEMBERS ARE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. ORGANIZATIONS SHALL BE CONSIDERED ONE MEMBER WITH ONE VOTE FOR SUCH VOTING PURPOSES. FORM 990, PART VI, SECTION A, LINE 7A BOARD SEATS ARE AWARDED TO A MEMBER COMPANY. A MAJORITY OF THE DIRECTORS MUST BE PRINCIPAL MEMBERS. UP TO 49% OF THE DIRECTORS MAY BE COMPRISED OF COMMUNITY PARTNER AND/OR ASSOCIATE MEMBERS. NONPROFIT DEVELOPER MEMBERS MAY SERVE AS NON-VOTING DIRECTORS. EACH COMPANY WITH A SEAT ON THE BOARD MAY ASSIGN ONE PRIMARY PERSON TO VOTE ON THE COMPANY'S BEHALF. ELECTION OF DIRECTORS TAKES PLACE AT THE ANNUAL MEETING BY MAJORITY VOTE OF THE DIRECTORS PRESENT AT THE MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS MAY DISSOLVE THE ORGANIZATION WITH A 75% MAJORITY VOTE OF THE ENTIRE MEMBERSHIP INCLUDING DEVELOPER, COMMUNITY PARTNER AND ASSOCIATE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY.