2024-04-15T11:25:41-05:00 2023-06-30 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2022-07-01 391590212 CITY FORWARD COLLECTIVE INC CITY 4149885359 700 W VIRGINIA ST 604 MILWAUKEE WI 53204 ROBERT ARZBAECHER TREASURER 4149885359 2024-03-22 1 ROBERT ARZBAECHER 999009999 1 PATRICK HOFFERT P00979243 4142717800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT ARZBAECHER 700 W VIRGINIA ST 604 MILWAUKEE WI 53204 4986306 0 X WWW.CITYFORWARDCOLLECTIVE.ORG X 1992 WI CITY FORWARD COLLECTIVE'S (CFC) MISSION IS TO SECURE THE FUTURE OF MILWAUKEE AND ITS INSTITUTIONS, ECONOMY, AND QUALITY OF LIFE BY ENDING EDUCATIONAL INEQUITY AND ENSURING EVERY CHILD HAS THE OPPORTUNITY TO ATTEND A HIGH-QUALITY SCHOOL. 18 18 13 18 0 0 1922332 2183388 184510 376734 105027 153393 1026 0 2212895 2713515 445787 555800 0 0 1153352 1404763 0 0 270105 1283098 1538569 2882237 3499132 -669342 -785617 6717920 6520143 78441 467638 6639479 6052505 CFC'S MISSION IS TO SECURE THE FUTURE OF MILWAUKEE AND ITS INSTITUTIONS, ECONOMY, AND QUALITY OF LIFE BY ENDING EDUCATIONAL INEQUITY AND ENSURING EVERY CHILD HAS THE OPPORTUNITY TO ATTEND A HIGH-QUALITY SCHOOL. 0 0 2057698 105800 87816 HIGH-QUALITY SCHOOLS - STRATEGICALLY INVEST AND CHANNEL PHILANTHROPIC DOLLARS TO EXPAND EXISTING HIGH-QUALITY SCHOOLS, INCUBATE NEW SCHOOLS, AND IMPROVE PROMISING SCHOOLS. IN 2021 THIS ALSO INCLUDED PROVIDING GRANTS AND ADDITIONAL RESOURCES AND SUPPORT TO SCHOOLS TO ASSIST WITH COVID-19 RESPONSE. 633397 450000 FAMILY AND COMMUNITY ORGANIZING AND COMMUNITY-INFORMED POLICY - FACILITATE SUSTAINED FAMILY AND COMMUNITY ORGANIZING TO BUILD A MOVEMENT OF MILWAUKEE PARENTS AND OTHER RESIDENTS WHO UNDERSTAND AND ADVOCATE FOR QUALITY SCHOOLS ACROSS MILWAUKEE. ADVOCATE FOR LOCAL AND STATE POLICIES AND SYSTEMS THAT ELIMINATE EDUCATIONAL INEQUITIES AND ENSURE HIGH-QUALITY SCHOOLS THRIVE; MOBILIZE "GRASSROOT" COMMUNITIES AND CREATE COALITIONS WITH "GRASSTOP" LEADERS TO ACHIEVE POSITIVE CHANGE. 192741 288918 EFFECTIVE AND REPRESENTATIVE TALENT - INCREASE THE NUMBER OF STRONG, CULTURALLY COMPETENT TEACHERS, SCHOOL LEADERS, PRINCIPAL MANAGERS, AND EFFECTIVE SCHOOL GOVERNING BOARD MEMBERS WITH AN EMPHASIS ON BLACK AND BROWN PEOPLE IN THOSE ROLES 2883836 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 13 1 0 0 0 0 0 0 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 X ROBERT ARZBAECHER- TREASURER 4149885359 700 W VIRGINIA ST SUITE 610 MILWAUKEE WI 53204 LESLIE DIXON CO-CHAIR 1.00 X X 0 0 0 AUSTIN RAMIREZ CO-CHAIR 1.00 X X 0 0 0 ROBERT ARZBAECHER INTERIM TREASURER 1.00 X X 0 0 0 MICHAEL ALDANA DIRECTOR 1.00 X 0 0 0 LAFAYETTE CRUMP DIRECTOR 1.00 X 0 0 0 HANS DAWSON DIRECTOR 1.00 X 0 0 0 CHRISTIAN EICHMANN DIRECTOR 1.00 X 0 0 0 NANCY HERNANDEZ DIRECTOR 1.00 X 0 0 0 TANYA HINES DIRECTOR 1.00 X 0 0 0 MARY KELLNER DIRECTOR 1.00 X 0 0 0 DONALD LAYDEN DIRECTOR 1.00 X 0 0 0 LINDA MELLOWES DIRECTOR 1.00 X 0 0 0 STEVE RADKE DIRECTOR 1.00 X 0 0 0 TIMOTHY SHEEHY DIRECTOR 1.00 X 0 0 0 CORY NETTLES DIRECTOR 1.00 X 0 0 0 BRIAN ENDRES DIRECTOR 1.00 X 0 0 0 BRIAN PLEVA DIRECTOR 1.00 X 0 0 0 PATRICIA HOBEN EXECUTIVE DIRECTOR - PART YEAR 40.00 X 192618 0 28545 BRITTNEY KINSER EXECUTIVE DIRECTOR - PART YEAR 40.00 X 54424 0 1536 MUBEEN KHUMAWALA DIRECTOR OF OPERATIONS 40.00 X 120412 0 28707 COLLESTON MORGAN JR DIRECTOR OF POLICY 40.00 X 152045 0 11299 519499 0 70087 3 0 1 0 MCCURRY CONSULTING 745 WESTMINSTER ROAD BROOKLYN NY 11230 CONSULTING 299622 1 264529 1918859 2183388 PROGRAM REVENUE 611710 346158 346158 INTEREST 611710 30576 30576 376734 102805 102805 2323379 2272791 50588 50588 50588 2713515 376734 0 153393 X 555800 555800 309508 268410 9483 31615 920278 544041 220123 156114 18519 12151 3877 2491 75936 48039 16855 11042 80522 53062 15222 12238 265 175 50 40 24903 16410 4708 3785 9225 9225 1235308 1207421 15459 12428 11551 7612 2183 1756 66617 43999 12537 10081 44551 29358 8422 6771 43829 28164 8684 6981 47832 31520 9042 7270 10786 7108 2039 1639 1399 944 252 203 25217 17276 4402 3539 DUES AND SUBSCRIPTIONS 14468 9766 2607 2095 OTHER EXPENSES 2500 2500 BAD DEBT EXPENSE 118 80 21 17 3499132 2883836 345191 270105 244332 6926 2084970 309695 554604 1212738 35076 173830 795416 757806 600 0 6995 2099 6295 4896 2996627 3957752 0 96500 6717920 6520143 57807 370849 20634 96789 78441 467638 X 6031331 4913167 608148 1139338 6639479 6052505 6717920 6520143 X -785617 183925 14718 X X 0 1 X 1 0 X 1345058 2383540 2396648 1922332 2183388 10230966 1345058 2383540 2396648 1922332 2183388 10230966 3802602 6428364 1670223 159053 255333 105027 153393 2343029 349 49 377 1026 1801 12575796 1453213 0.51120 0.52390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6995 2099 4896 4896 OPERATING LEASE LIABILITY 96789 96789 X 2902933 183925 14718 198643 2704290 9225 9225 2713515 3489907 0 3489907 9225 9225 3499132 PART X, LINE 2: CFC IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. CFC DOES NOT HAVE ANY UNRELATED BUSINESS INCOME TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. CFC RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. CFC HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH U.S. GAAP. THIS STANDARD DESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURE REQUIRED. MANAGEMENT OF CFC EVALUATES THE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, AND CONSULTS WITH OUTSIDE COUNSEL AS DEEMED NECESSARY. CFC RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: PRESENT VALUE ALLOWANCE 14,718. 0 ROCKETSHIP 3003 W CLEVELAND AVE MILWAUKEE WI 53215 204040597 501(C)(3) 50000 0 FMV - CASH PROVIDE SUPPORT FOR THEIR TEACHER RECRUITMENT AND RETENTION INITIATIVE ST AUGUSTINE PREPARATORY ACADEMY 439 W HARRISON AVE MILWAUKEE WI 53027 471800734 501(C)(3) 50000 0 FMV - CASH PROVIDE SUPPORT OF PARENT ENGAGEMENT WORK AT THE SCHOOL ST MARCUS LUTHERAN SCHOOL 2215 N PALMER ST MILWAUKEE WI 53212 390850377 501(C)(3) 155800 0 FMV - CASH PROVIDE SUPPORT FOR THE EXPANSION OF THE SCHOOL AND SUPPORT OF PARENT ENGAGEMENT WORK MILWAUKEE COLLEGE PREPARATORY SCHOOL 1228 LLOYD ST SUITE 100 MILWAUKEE WI 53205 391881295 501(C)(3) 50000 0 FMV - CASH PROVIDE SUPPORT OF PARENT ENGAGEMENT WORK AT THE SCHOOL ST ANTHONY SCHOOL 1727 S 9TH ST MILWAUKEE WI 53204 390924288 501(C)(3) 50000 0 FMV - CASH PROVIDE SUPPORT OF PARENT ENGAGEMENT WORK AT THE SCHOOL NOTRE DAME SCHOOL OF MILWAUKEE 2604 W ORCHARD ST MILWAUKEE WI 53204 391850760 501(C)(3) 50000 0 FMV - CASH PROVIDE SUPPORT OF PARENT ENGAGEMENT WORK AT THE SCHOOL MILWAUKEE ACADEMY OF SCIENCE 2000 W KILBOURN AVE MILWAUKEE WI 53233 391974865 501(C)(3) 50000 0 FMV - CASH PROVIDE SUPPORT OF PARENT ENGAGEMENT WORK AT THE SCHOOL DR HOWARD FULLER COLLEGIATE ACADEMY 4030 N 29TH ST MILWAUKEE WI 53216 300322248 501(C)(3) 50000 0 FMV - CASH PROVIDE SUPPORT OF PARENT ENGAGEMENT WORK AT THE SCHOOL UNITED COMMUNITY CENTER 1028 S 9TH ST MILWAUKEE WI 53204 391146191 501(C)(3) 50000 0 FMV - CASH PROVIDE SUPPORT OF PARENT ENGAGEMENT WORK AT THE SCHOOL 9 X 0 0 0 0 0 0 0 0 0 PATRICIA HOBEN EXECUTIVE DIRECTOR - PART YEAR 192618 0 0 0 0 0 5786 0 22759 0 221163 0 0 0 COLLESTON MORGAN JR DIRECTOR OF POLICY 152045 0 0 0 0 0 4611 0 6688 0 163344 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B 11 - THE 990 FOR THE ORGANIZATION IS COMPLETED IN CONJUNCTION WITH THE ORGANIZATION'S EXTERNAL AUDITORS. INFORMATION IS PROVIDED BY THE DIRECTOR OF FINANCE AND THE COMPLETED RETURN IS REVIEWED BY THE DIRECTOR OF FINANCE & PRESIDENT/CEO. A DRAFT OF THE 990 IS ALSO SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW WITH A SPECIAL EMPHASIS ON THE REVIEW OF THE FINANCE COMMITTEE AND BOARD OFFICERS. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR REQUESTING AND MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND DISCLOSURES FOR THE MEMBERS OF THE BOARD. THE PRESIDENT/CEO IS RESPONSIBLE FOR REQUESTING AND MONITORING COMPLIANCE WITH EMPLOYEE DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15A THE FINANCE COMMITTEE SERVES AS THE INITIAL COMPENSATION REVIEW COMMITTEE FOR THE PRESIDENT/CEO SALARY. THIS COMMITTEE REVIEWS COMPARABLE DATA DEVELOPED BY THE DIRECTOR OF FINANCE FOR SIMILAR ORGANIZATIONS. THE FINANCE COMMITTEE THEN RECOMMENDS A RANGE OF COMPENSATION TO THE FULL BOARD. THE FULL BOARD THROUGH THE GOVERNANCE COMMITTEE ESTABLISHES GOALS FOR THE CEO/PRESIDENT AND THEN PARTICIPATES IN THE EVALUATION PROCESS OF ACHIEVEMENT OF GOALS. THIS INFORMATION IS CONSIDERED ALONG WITH OTHER FACTORS IN DETERMINING FINAL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 PUBLIC DISCLOSURE COPIES OF THE 990 ARE AVAILABLE ON CFC'S WEBSITE, ON OTHER WEBSITES SUCH AS GUIDESTAR.ORG, AND UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND PUBLISHED ON OUR OWN WEBSITE WWW.CITYFORWARDCOLLECTIVE.ORG FORM 990, PART IX, LINE 11G PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 1,465. MANAGEMENT AND GENERAL EXPENSES 420. FUNDRAISING EXPENSES 337. TOTAL EXPENSES 2,222. STAFF RECRUITMENT: PROGRAM SERVICE EXPENSES 12,981. MANAGEMENT AND GENERAL EXPENSES 3,724. FUNDRAISING EXPENSES 2,994. TOTAL EXPENSES 19,699. PROGRAM AND PROGRAMATIC SUPPORT SER: PROGRAM SERVICE EXPENSES 1,153,535. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,153,535. CONSULTING FEES: PROGRAM SERVICE EXPENSES 12,157. MANAGEMENT AND GENERAL EXPENSES 3,488. FUNDRAISING EXPENSES 2,804. TOTAL EXPENSES 18,449. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 27,283. MANAGEMENT AND GENERAL EXPENSES 7,827. FUNDRAISING EXPENSES 6,293. TOTAL EXPENSES 41,403. FORM 990, PART XI, LINE 9: CDFI PRESENT VALUE ALLOWANCE 14,718. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.