2024-11-14T11:17:42-06:00 2023-12-31 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2023-01-01 391052077 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES COMM 6083131300 20 ECLIPSE CENTER BELOIT WI 53511 J MARCELLUS PERRY EXECUTIVE DIRECTOR 6083131300 2024-11-05 1 1 QUINN DUGAN P02267768 6082741980 2024-11-05 2023 2024-10-15 13:58:12Z J MARCELLUS PERRY 20 ECLIPSE CENTER BELOIT WI 53511 10373116 0 X WWW.COMMUNITY-ACTION.ORG X 1965 WI TO FIGHT POVERTY IN ROCK AND WALWORTH COUNTIES, WISCONSIN. 18 18 118 136 0 0 7673670 8203966 916596 1102300 25045 32243 386188 117104 9001499 9455613 3197796 2323277 0 0 4067062 4591955 0 0 111836 1668030 3193912 8932888 10109144 68611 -653531 9158987 8861856 2783947 3088495 6375040 5773361 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 2585742 1075134 45183 WEATHERIZATION/ENERGY ASSISTANCE PROGRAM:COMMUNITY ACTION'S WEATHERIZATION PROGRAM INSTALLS ENERGY-SAVING IMPROVEMENTS TO HELP LOW-INCOME HOMEOWNERS, RENTERS, AND LANDLORDS REDUCE THEIR ENERGY COSTS. IN 2023, TRADITIONAL WEATHERIZATION FUNDS WERE SUPPLEMENTED BY FUNDS FROM ENERGY ASSISTANCE, PUBLIC BENEFITS, AND THE FEDERAL DEPARTMENT OF ENERGY. AS A RESULT, A TOTAL OF 167 UNITS WERE WEATHERIZED DURING THE CALENDAR YEAR 2023. 1644528 459908 177766 HOUSING, HOUSING REHABILITATION AND HOMELESS SHELTER: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. IN 2023, COMMUNITY ACTION'S EFFORTS ALLOWED 2,386 HOUSEHOLDS TO OBTAIN OR MAINTAIN STABLE HOUSING, AND THEY ASSISTED 160 HOMELESS INDIVIDUALS WITH EMERGENCY SHELTER SERVICES. THE NUMBER OF HOUSEHOLDS SERVED IN 2022 WAS SIGNIFICANTLY HIGHER AT 4,986 DUE TO THE WERA PROGRAM. UNFORTUNATELY, IN 2023, WERA WAS NO LONGER A PROGRAM COMMUNITY ACTION WAS ABLE TO PROVIDE DUE TO THE STATE ENDING THE PROGRAMMING. 1439829 0 0 EMPLOYMENT TRAINING:COMMUNITY ACTION CONTINUED TO FOCUS ITS CORE ORGANIZATIONAL EFFORTS ON BUILDING EMPLOYMENT PROGRAMS TO HELP INDIVIDUALS MOVE OUT OF POVERTY THROUGH WORK. KEY PROGRAMS IN 2023 INCLUDED PROJECT THRIVE (120 INDIVIDUALS), FRESH START (86 INDIVIDUALS), TRANSITIONAL JOBS (75 INDIVIDUALS), AND SKILLS ENHANCEMENT (6 INDIVIDUALS). SIGNIFICANT EFFORTS WERE MADE TO FOCUS ON EMPLOYMENT PLACEMENT AND TO WORK WITH EMPLOYERS AND PARTNERS TO PROVIDE HARD SKILLS TRAINING OPPORTUNITIES FOR PROGRAM PARTICIPANTS. IN 2022, CAI HAD A PROGRAM CALLED FATHERHOOD, WHICH WAS REPLACED IN 2023 WITH PROJECT THRIVE. 1343529 0 859239 YOUTH PROGRAMS: COMMUNITY ACTION PROVIDES AFTER-SCHOOL AND SUMMER PROGRAMMING FOR YOUTH AGES 6-13 RESIDING IN THE BELOIT AREA AT MERRILL COMMUNITY CENTER, WITH A FOCUS ON THE MERRILL/HACKETT NEIGHBORHOODS. THE AFTER-SCHOOL PROGRAM INCLUDES EDUCATIONAL HOMEWORK ASSISTANCE AND TUTORING TO SUPPORT ACADEMIC SUCCESS. THESE ACADEMIC EFFORTS ARE ENHANCED WITH CHARACTER EDUCATION PROGRAMMING DESIGNED TO PROMOTE SELF-ESTEEM, RESPECT FOR PEERS, HEALTHY CHOICES TO AVOID RISKY BEHAVIORS, AND EDUCATION TO PREVENT BULLYING. IN 2023, THE AFTER-SCHOOL PROGRAM SERVED 32 INDIVIDUALS. 1026353 788235 0 FOOD PROGRAMS:COMMUNITY ACTION COORDINATES THE EMERGENCY FOOD ASSISTANCE PROGRAM FOR BOTH ROCK AND WALWORTH COUNTIES. IN 2023, CAI PROVIDED 3.5 MILLION POUNDS OF FOOD TO 16 PANTRIES AND 2 MEAL SITES. 296566 0 0 ADOLESCENT HEALTH OUTREACH: COMMUNITY ACTION OFFERS YEAR-ROUND LEARNING OPPORTUNITIES FOR YOUTH BETWEEN THE AGES OF 10-19 TRHOUGH AHOP. BY USING EVIDENCE-BASED CURRICULA, WE CAN PROVIDE MEDICALLY ACCURATE, AGE-APPROPRIATE, AND UP-TO-DATE INFORMATION THROUGH FACILITATED GROUP DISCUSSIONS. OUR PROGRAMS TAKE PLACE IN VARIOUS LOCATIONS ACROSS ROCK AND WALWORTH COUNTIES, INCLUDING SCHOOLS, GROUP HOMES, SOCIAL DEVELOPMENT CLUBS, CHURCHES, COMMUNITY LEARNING CENTERS, AND OTHER COMMUNITY-BASED ORGANIZATIONS. WITH EACH PROGRAM OFFERING DIFFERENT LEARNING OPPORTUNITIES, WE ARE CONFIDENT STUDENTS IN OUR AREA WILL STAY HEALTHY, THRIVE AS THEY TRANSITION INTO ADULTHOOD, AND INSPIRE OTHERS. IN 2023, THE ADOLESCENT HEALTH PROGRAM SERVED 694 YOUTH PARTICIPANTS WITH AN 80% COMPLETION RATE. 601819 0 189112 OTHER PROGRAMS 3268267 788235 1048351 8938366 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 78 0 118 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X KITTY ROUNDS 6083131300 20 ECLIPSE CENTER BELOIT WI 53511 ERIN DAVIS CHAIR (THRU JUNE 23') 1.00 1.00 X X 0 0 0 JEN O'CONNELL CHAIR 1.00 X X 0 0 0 ALAN KUPSIK 2ND VICE CHAIR (THRU JUNE 23') 1.00 X X 0 0 0 KELSEY MCCARTHY 2RD VICE CHAIR 1.00 X X 0 0 0 RENEE JOHNSON SECRETARY/TREASURER 1.00 X X 0 0 0 AMY CAREY DIRECTOR 1.00 X 0 0 0 DIANE GREEN DIRECTOR 1.00 X 0 0 0 AL HULICK DIRECTOR (THRU FEB. 23') 1.00 X 0 0 0 JACOB MCHUGH DIRECTOR 1.00 X 0 0 0 CARLO NEVICOSI DIRECTOR 1.00 X 0 0 0 SARA NICHOLS DIRECTOR 1.00 X 0 0 0 SHANNON OESTREICH DIRECTOR 1.00 X 0 0 0 NICOLE PURDY DIRECTOR 1.00 X 0 0 0 MARY RAMIREZ DIRECTOR 1.00 X 0 0 0 KATHY SCHULZ DIRECTOR 1.00 X 0 0 0 RYAN SCHNIEDER DIRECTOR 1.00 X 0 0 0 RYAN SCHROEDER DIRECTOR 1.00 X 0 0 0 TARA SEMENCHUK DIRECTOR 1.00 X 0 0 0 TIFFANY STANLY DIRECTOR 1.00 X 0 0 0 MARY WEEDEN DIRECTOR 1.00 X 0 0 0 BILL WILSON DIRECTOR 1.00 X 0 0 0 J MARCELLUS PERRY EXECUTIVE DIRECTOR 40.00 1.00 X 132290 0 18793 KITTY ROUNDS DIRECTOR OF FINANCE 40.00 1.00 X 72324 0 10628 DEBBIE SHELDON FINANCE DIRECTOR (THRU JAN. 23') 40.00 1.00 X 6658 0 1362 211272 0 30783 1 0 1 0 WEATHERIZATION SERVICES LLC 1101 W LAYTON AVE MILWAUKEE WI 53221 WEATHERIZATION SERVICES 583399 LLOYD'S PLUMBING AND HEATING CORP PO BOX 1618 2352 W HWY 14 JANESVILLE WI 53547 WEATHERIZATION SERVICES 548330 READY ELECTRIC 643 HILLTOP TRAIL WEST FORT ATKINSON WI 53538 WEATHERIZATION SERVICES 320405 QUIGLEY SMART INC 1531 GALE DRIVE BELOIT WI 53511 WEATHERIZATION SERVICES 312468 NATIONAL PROPERTY INSPECTIONS 8330 CORPORATE DR MOUNT PLEASANT WI 53406 WEATHERIZATION SERVICES 106118 7 407908 6383579 1412479 788235 8203966 CHILD PROGRAMS 624410 859239 859239 WEATHERIZATION FEES 624200 45183 45183 HOMELESS/SHELTER PROGRAMS 624200 8766 8766 189112 189112 1102300 32243 32243 851601 911132 -59531 -59531 -59531 14006 6371 7635 7635 169000 0 169000 169000 9455613 1271300 0 -19653 788235 788235 1535042 1535042 242055 242055 3377585 2910205 401494 65886 144884 122171 19319 3394 463070 382011 70447 10612 364361 287605 68766 7990 38673 4896 33777 371299 236054 133847 1398 131306 121057 9454 795 1012771 973110 35035 4626 115615 97044 18428 143 2418 2418 200882 200882 CLIENT/PARTICIPANT COST 1149788 1149788 171160 127848 26320 16992 10109144 8938366 1058942 111836 1445087 549794 669759 923119 48514 112816 746813 739127 352599 990034 132794 102766 7807359 3545814 4546249 4261545 421715 485364 795457 697291 9158987 8861856 296566 754299 0 344575 2030584 1114090 456797 875531 2783947 3088495 X 2702685 2296348 3672355 3477013 6375040 5773361 9158987 8861856 -653531 51852 0 X 0 1 X 1 1 1 X 6815912 8945144 8185756 7673670 8203966 39824448 6815912 8945144 8185756 7673670 8203966 39824448 39824448 744439 746587 783110 819413 883844 3977393 43801841 6534013 0.90920 0.90900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 1004 1004 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. 707320 707320 6480125 3095297 3384828 619914 450517 169397 4261545 RIGHT OF USE ASSET, OPERATING 697291 697291 OTHER LIABILITIES 79190 OPERATING LEASE LIABILITY 796341 875531 X 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 CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATIONS HAVE DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 1 WALWORTH COUNTY FOOD PANTRY 205 COMMERCE COURT ELKHORN WI 53121 264560796 501(C)(3) 0 212496 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT CARITAS INC FOOD PANTRY 2840 PRAIRIE AVE BELOIT WI 53511 391304689 501(C)(3) 0 146622 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT ECHO FOOD PANTRY 685 S HIGH ST JANESVILLE WI 53548 391222279 501(C)(3) 0 99953 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT SALVATION ARMY (JANESVILLE) FOOD PANTRY 514 SUTHERLAND AVE JANESVILLE WI 53545 362167910 501(C)(3) 0 76279 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT SALVATION ARMY (BELOIT) FOOD PANTRY 628 BROAD ST BELOIT WI 53511 362167910 501(C)(3) 0 53153 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT ELKHORN FOOD PANTRY W6827 HAZEL RIDGE RD DELAVAN WI 53115 391715868 501(C)(3) 0 34790 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT LAKE GENEVA FOOD PANTRY 715 WISCONSIN ST LAKE GENEVA WI 53147 390989192 501(C)(3) 0 29847 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT HAROLD JOHNSON FOOD PANTRY 714 E WALWORTH AVE DELAVAN WI 53115 391452288 501(C)(3) 0 24853 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT BIG FOOT EMERGENCY FOOD PANTRY PO BOX 209 WALWORTH WI 53184 390690336 501(C)(3) 0 23273 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT EDGERTON COMMUNITY OUTREACH FOOD PANTRY 106 S MAIN ST EDGERTON WI 53534 391618796 501(C)(3) 0 21468 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT EVANSVILLE ECUMENICAL CARE CLOSET FOOD PANTRY PO BOX 241 EVANSVILLE WI 53536 134256329 501(C)(3) 0 20394 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT EAST TROY FOOD PANTRY 2861 AUSTIN ST EAST TROY WI 53120 391447159 501(C)(3) 0 13356 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT CHRIST LUTHERAN CLINTON FOOD PANTRY 300 HIGH STREET CLINTON WI 53525 396140761 501(C)(3) 0 10798 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT SHARON FOOD PANTRY 125 PEARL STREET SHARON WI 53585 261214383 501(C)(3) 0 9131 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT THE CUP FOOD PANTRY 210 N MAIN STREET ORFORDVILLE WI 53576 473147150 501(C)(3) 0 8042 STATE OF WI VALUE COMMODITY FOODS PROGRAM SUPPORT 15 0 SUPPORTIVE HOUSING PROGRAM/TRANSITIONAL LIVING PROGRAM 113 459908 WEATHERIZATION 416 1075134 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 X 0 0 0 0 0 0 0 0 0 J MARCELLUS PERRY EXECUTIVE DIRECTOR 132290 0 0 0 0 0 9395 0 9398 0 151083 0 0 0 X 1 788325 STATE OF WISCONSIN 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE ACTUAL NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B 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. COMPENSATION REVIEWS ARE CONDUCTED ANNUALLY. 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 0 0 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES BELOIT MATURE ADULT HOUSING LLC 20 ECLIPSE CENTER BELOIT WI 53511 391932669 AFFORDABLE HOUSING WI 342136 1211151 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES EVANSVILLE SENIOR HOUSING LP 20 ECLIPSE CENTER BELOIT WI 53511 391996893 AFFORDABLE HOUSING WI 190951 1139341 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES DELAVAN MATURE ADULT HOUSING LLC 20 ECLIPSE CENTER BELOIT WI 53511 391959312 AFFORDABLE HOUSING WI 216045 1287576 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 10 COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0