2024-11-11T09:24:00-06:00 2023-12-31 390912608 HAWKINS ASH CPAS LLP 520 N BROADWAY SUITE 250 GREEN BAY WI 54303 990 2023-01-01 391053365 ADVOCAP INC ADVO 9209227760 19 W FIRST STREET FOND DU LAC WI 54935 TANYA MARCOE EXECUTIVE DIRECTOR 9209227760 2024-11-08 1 0 BRIANA PETERS CPA P01696400 9203369850 2024-11-08 2023 2024-10-15 13:58:12Z TANYA MARCOE 19 W FIRST STREET FOND DU LAC WI 54935 15511831 0 X WWW.ADVOCAP.ORG X 1965 WI IMPLEMENT COMMUNITY ACTION PROGRAMS TO COMBAT POVERTY IN LOCAL COUNTIES. 24 24 203 375 0 0 13433751 14652482 738095 720116 57405 104233 0 35000 14229251 15511831 390451 84012 0 0 7894081 7849227 0 0 0 5696809 7562740 13981341 15495979 247910 15852 14388385 12020569 6855098 4510633 7533287 7509936 X IMPLEMENT COMMUNITY ACTION PROGRAMS TO COMBAT POVERTY IN LOCAL COUNTIES. 0 0 4035024 WEATHERIZATION PROGRAMS - PROVIDES WEATHERIZATION AND ENERGY CONSERVATION ASSISTANCE TO LOW-INCOME HOUSEHOLD. 4458972 HEADSTART PROGRAMS - PROVIDES PRE-SCHOOL EDUCATIONAL OPPORTUNITIES FOR CHILDREN FROM LOW-INCOME HOUSEHOLDS. 2089398 HOMELESS PREVENTION - PROVIDE SAFE, DECENT, AND AFFORDABLE HOUSING THROUGH MULTIPLE HOUSING PROGRAMS. 3577829 84012 720116 COMMUNITY SERVICES - PROVIDES GENERAL ASSISTANCE FOR POVERTY RELATED CONCERNS. EMPLOYMENT & TRAINING CONTRACTS - PROVIDES EMPLOYMENT OPPORTUNITIES AND JOB SKILLS TRAINING TO LOW-INCOME AND OTHER QUALIFIED INDVIDUALS NUTRITION PROGRAMS - PROVIDES MEAL SERVICE AND DISTRIBUTION OF FOOD COMMODITIES TO ELDERLY AND LOW INCOME HOUSEHOLDS ENTREPRENURIAL SERVICES - PROVIDES OPPORTUNITIES TO START AND MANAGE NEW BUSINESSES FOR LOW-INCOME INDIVIDUALS VOLUNTEER SERVICES - CREATES OPPORTUNITIES FOR RETIREES TO ASSIST AREA NON-PROFIT ORGANIZATIONS TO MAXIMIZE COMMUNITY IMPACT 3577829 84012 720116 14161223 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 128 0 1 203 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X ADVOCAP INC 9209227760 19 WEST FIRST STREET FOND DU LAC WI 54935 CONNIE ANDERSON PRESIDENT 2.00 X X 0 0 0 JAY MYRECHUCK VICE PRESIDENT 2.00 X X 0 0 0 SHAWN ROSS TREASURER 2.00 X X 0 0 0 PAULETTE FELD SECRETARY 2.00 X X 0 0 0 DARLENE BILSTAD MEMBER 1.00 X 0 0 0 DONNA BLEND MEMBER 1.00 X 0 0 0 JOE GONYO MEMBER 1.00 X 0 0 0 GARY A WILL MEMBER 1.00 X 0 0 0 MARY FLEISCHMAN MEMBER 1.00 X 0 0 0 BOB JOHNSON MEMBER 1.00 X 0 0 0 GAYLE DEMLER MEMBER 1.00 X 0 0 0 SISTER JOYANN REPP MEMBER 1.00 X 0 0 0 KEN BATES MEMBER 1.00 X 0 0 0 ED JEZIORNY MEMBER 1.00 X 0 0 0 BRIAN HAMILL MEMBER 1.00 X 0 0 0 DEB NEET MEMBER 1.00 X 0 0 0 DON NUSSBAUM MEMBER 1.00 X 0 0 0 DANIELLE VIAU MEMBER 1.00 X 0 0 0 MICHAEL WILL MEMBER 1.00 X 0 0 0 SHANAH ZASTERA MEMBER 1.00 X 0 0 0 RAINA LYMON MEMBER 1.00 X 0 0 0 TAMI CHRISTIAN MEMBER 1.00 X 0 0 0 CHRISTINA SIPPEL MEMBER 1.00 X 0 0 0 ANDY BUCK MEMBER 1.00 X 0 0 0 TONY BEREGSZAZI DEPUTY DIRECTOR 40.00 X 116526 0 32177 TANYA MARCOE EXECUTIVE DIRECTOR 40.00 X 121528 0 32468 238054 0 64645 2 0 0 0 MARTENS HEATING & MECHANICAL 421 N WEBSTER AVE OMRO WI 54963 HEATING SERVICES 501874 JM HEATING LLC 117487 WINNEBAGO DRIVE FOND DU LAC WI 54935 HEATING SERVICES 250009 QUANDT PLUMBING LLC 2909 GREEN HILL COURT OSHKOSH WI 54904 PLUMBING SERVICES 214936 3 14032986 619496 1016531 14652482 OTHER SERVICE INCOME 624100 449329 449329 PROGRAM INCOME 624100 270787 270787 720116 87233 87233 17000 0 17000 17000 17000 DEBT FORGIVENESS 900099 35000 35000 35000 15511831 720116 0 139233 X 84012 84012 302699 238054 64645 5435276 4734245 701031 244729 212072 32657 1467132 1271358 195774 399391 346096 53295 23719 23719 50050 50050 2027971 2003394 24577 723246 651124 72122 848258 762058 86200 97342 90702 6640 72438 65758 6680 PROGRAM MATERIALS 1379916 1379916 COMMODITIES 995239 995239 PARTICIPANT EXPENSE 813613 803127 10486 VEHICLE OPERATION 228876 228876 302072 295192 6880 15495979 14161223 1334756 0 X 1411399 1312814 1701623 1504300 29986 1320 7417241 5254104 612236 687663 183048 156472 9972180 6949531 2959469 3022649 62200 69990 11183 11257 14388385 12020569 1139448 1106511 60709 45119 1257465 1098110 4397476 2260893 6855098 4510633 X 1236511 1597316 6296776 5912620 7533287 7509936 14388385 12020569 X 15852 -39203 X X 0 1 X 1 1 1 X 12400890 13104331 13339444 13433751 14652482 66930898 12400890 13104331 13339444 13433751 14652482 66930898 66930898 77210 64891 71929 57405 87233 358668 67289566 3360971 0.99470 0.99420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 676887 676887 7011833 5793522 1218311 182838 182838 0 2100622 973171 1127451 3022649 PROGRAM ADVANCES 584172 PROGRAM ADVANCES - SBA PROG 18000 HOME LOANS RECEIVABLE 1658721 2260893 X 15788506 276675 276675 15511831 0 15511831 15772654 276675 276675 15495979 0 15495979 PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. 1 CHRISTINE ANN DOMESTIC ABUSE SERVICES 1215 DOCTORS DRIVE NEENAH WI 54956 391441770 7976 0 TRANSITIONAL HOUSING ASSISTANCE FOR VICTIMS OF DOMESTIC VIOLENCE DAY BY DAY WARMING SHELTER 449 HIGH AVENUE OSHKOSH WI 54901 275557420 32000 0 HOMELESS PREVENTION ESG GRANT SOLUTIONS CENTER 39 N SOPHIA ST FOND DU LAC WI 54935 391452956 22251 0 HOMELESS PREVENTION ESG GRANT ST VINCENT DE PAUL 330 N PETERS AVE FOND DU LAC WI 54935 390824875 21785 0 HOMELESS PREVENTION ESG GRANT 4 PART I, LINE 2: PROGRAM DIRECTORS MONITOR THE DAILY ACTIVITIES TO ENSURE COMPLIANCE WITH EACH GRANT. THE FINANCE DIRECTOR MONITORS EXPENDITURES AND REPORTING TO ENSURE COMPLIANCE WITH EACH GRANT. X 1 995239 GOV'T VALUE X MATERIALS 1 21291 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF DONORS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS ARE PROVIDED A DRAFT OF THE 990 AND IS APPROVED PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, BOARD MEMBERS ARE ASKED TO FILL OUT A CONFLICT OF INTEREST FORM. HUMAN RESOURCES MONITORS THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD APPROVES THE SALARY AND BONUS OF THE EXECUTIVE DIRECTOR. OTHER OFFICERS OF KEY EMPLOYEES OF THE ORGANIZATION'S PAY IS SET BY A BOARD APPROVED PAY SCALE. ANNUAL RAISES ARE APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 1,995,676. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,995,676. CONSULTANTS: PROGRAM SERVICE EXPENSES 7,718. MANAGEMENT AND GENERAL EXPENSES 24,577. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,295. FORM 990, PART XI, LINE 9: CUMULATIVE EFFECT ADJUSTMENT OF ASU 2016-13 -39,203. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS PROCESS DURING THE YEAR. COMMUNITY OPPORTUNITY ENTERPRISES PO BOX 1108 FOND DU LAC WI 54935 391527458 ECONOMIC DEVELOPMENT THROUGH LENDING TO SMALL BUSINESSES WI ADVOCAP INC