2025-05-13T10:04:59-05:00 2024-06-30 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2023-07-01 391590212 CITY FORWARD COLLECTIVE INC CITY 4149885359 700 W VIRGINIA ST 604 MILWAUKEE WI 53204 JOE GESSNER TREASURER 4149885359 2025-05-08 1 1 PATRICK HOFFERT P00979243 4142717800 2023 2025-03-06 01:10:19Z JOE GESSNER 700 W VIRGINIA ST 604 MILWAUKEE WI 53204 4532752 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. 15 15 11 15 0 0 2183388 1172791 376734 166104 153393 510373 0 18280 2713515 1867548 555800 105000 0 0 1404763 621135 0 0 106348 1538569 880493 3499132 1606628 -785617 260920 6520143 6460340 467638 263729 6052505 6196611 X 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. 1 1 447039 40175 ECOSYSEM TRANSFORMATION (FORMERLY 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. 402477 POLICY AND DATA - TO INFORM THE COMMUNITY THROUGH INSIGHTFUL AND INCISIVE POLICY AND DATA ANALYSIS BY PUBLISHING REGULAR POLICY BELIEFS, ANNUAL STATE OF MILWAUKEE EDUCATION REPORTS, AND OTHER ANALYSIS; AND PROVIDING ONLINE DATA TOOLS FOR FAMILIES TO MAKE INFORMED DECISIONS ABOUT THEIR CHILD'S SCHOOL. 230929 105000 125929 POLICY AND ADVOCACY - THIS PROGRAM WORKS FOR FURTHER THE ORGANIZATION'S CHARITABLE MISSION BY ADVANCING PUBLIC POLICIES THAT ARE RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. 132449 STAKEHOLDER ENGAGEMENT AND MOBILIZATION (FORMERLY 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. 132449 1212894 1 1 0 1 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 1 0 0 0 0 0 0 0 0 1 16 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X X JOE GESSNER 4149885359 700 W VIRGINIA ST SUITE 604 MILWAUKEE WI 53204 JOE GESSNER TREASURER 1.00 X X 0 0 0 AUSTIN RAMIREZ CHAIR 1.00 X X 0 0 0 ROBERT ARZBAECHER DIRECTOR 1.00 X 0 0 0 MICHAEL ALDANA DIRECTOR 1.00 X 0 0 0 TOMAS CLASEN 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 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 LESLIE DIXON DIRECTOR 1.00 X 0 0 0 COLLESTON MORGAN JR EXECUTIVE DIRECTOR - PART YEAR 40.00 X 195000 0 5850 BRITTNEY KINSER EXECUTIVE DIRECTOR - PART YEAR 40.00 X 220145 0 1850 415145 0 7700 2 0 1 0 MCCURRY CONSULTING 745 WESTMINSTER ROAD BROOKLYN NY 11230 CONSULTING 266388 1 1172791 151867 1172791 COST SHARING CONTRACT REVENUE 611710 125929 125929 INTEREST ON LOANS RECEIVABLE 611710 26675 26675 PROGRAM REVENUE 611710 13500 13500 166104 131446 131446 3044131 2665204 378927 378927 378927 MISCELLANEOUS INCOME 900099 18280 18280 18280 1867548 166104 0 528653 X 105000 105000 322334 271829 14747 35758 225159 127311 59526 38322 7375 4526 1565 1284 31465 22461 4764 4240 34802 25293 4784 4725 3429 2340 1039 50 46600 31797 14124 679 17027 17027 666189 529586 129926 6677 976 666 296 14 22925 9961 9407 3557 25746 15700 7440 2606 56827 36709 13746 6372 19541 17103 2301 137 2543 2226 299 18 1399 564 643 192 5907 2380 2716 811 DUES AND SUBSCRIPTIONS 6603 2661 3036 906 PROGRAM SUPPLIES 3581 3581 OTHER EXPENSES 1200 1200 1606628 1212894 287386 106348 6926 485726 309695 108772 1212738 519028 173830 189967 757806 732537 18737 6995 3498 4896 3497 3957752 4333790 96500 68286 6520143 6460340 370849 196987 96789 66742 467638 263729 X 4913167 5677583 1139338 519028 6052505 6196611 6520143 6460340 X 260920 -145868 29054 X X 0 1 X 1 0 X 2383540 2396648 1922332 2183388 1172791 10058699 2383540 2396648 1922332 2183388 1172791 10058699 4316527 5742172 159053 255333 105027 153393 510373 1183179 49 377 1026 18280 19732 11261610 1526351 0.50990 0.51120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63641 63641 1542987 1606628 230331 57583 0 0 230331 230331 345497 63641 63641 57583 57583 86375 6995 3498 3497 3497 OPERATING LEASE LIABILITY 66742 66742 X 1733707 -145868 29054 -116814 1850521 17027 17027 1867548 1589601 0 1589601 17027 17027 1606628 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 29,054. 0 CFC ACTION FUND INC 700 W VIRGINIA ST STE 604 MILWAUKEE WI 53204 862216211 501(C)(4) 105000 0 SUPPORT PROGRAMS 0 1 X 0 0 0 0 0 0 0 0 0 BRITTNEY KINSER EXECUTIVE DIRECTOR - PART YEAR 212145 0 8000 0 0 0 0 0 1850 0 221995 0 0 0 COLLESTON MORGAN JR EXECUTIVE DIRECTOR - PART YEAR 195000 0 0 0 0 0 5850 0 0 0 200850 0 0 0 X 1 151867 FAIR MARKET VALUE 0 0 0 FORM 990, PART III, LINE 2 POLICY AND DATA - TO INFORM THE COMMUNITY THROUGH INSIGHTFUL AND INCISIVE POLICY AND DATA ANALYSIS BY PUBLISHING REGULAR POLICY BELIEFS, ANNUAL STATE OF MILWAUKEE EDUCATION REPORTS, AND OTHER ANALYSIS; AND PROVIDING ONLINE DATA TOOLS FOR FAMILIES TO MAKE INFORMED DECISIONS ABOUT THEIR CHILD'S SCHOOL. POLICY AND ADVOCACY - THIS PROGRAM WORKS FOR FURTHER THE ORGANIZATION'S CHARITABLE MISSION BY ADVANCING PUBLIC POLICIES THAT ARE RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. FORM 990, PART III, LINE 3 THE ORGANIZATION CEASED CONDUCTION THE EFFECTIVE AND REPRESENTATIVE TALENT PROGRAM. THIS PROGRAM WAS REPLACED BY THE NEW POLICY AND DATA PROGRAM. 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 33,982. MANAGEMENT AND GENERAL EXPENSES 15,094. FUNDRAISING EXPENSES 726. TOTAL EXPENSES 49,802. STAFF RECRUITMENT: PROGRAM SERVICE EXPENSES 276. MANAGEMENT AND GENERAL EXPENSES 123. FUNDRAISING EXPENSES 6. TOTAL EXPENSES 405. PROGRAM AND PROGRAMATIC SUPPORT SER: PROGRAM SERVICE EXPENSES 235,711. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 235,711. CONSULTING FEES: PROGRAM SERVICE EXPENSES 247,819. MANAGEMENT AND GENERAL EXPENSES 110,081. FUNDRAISING EXPENSES 5,295. TOTAL EXPENSES 363,195. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 9,395. MANAGEMENT AND GENERAL EXPENSES 4,174. FUNDRAISING EXPENSES 201. TOTAL EXPENSES 13,770. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 2,403. MANAGEMENT AND GENERAL EXPENSES 454. FUNDRAISING EXPENSES 449. TOTAL EXPENSES 3,306. FORM 990, PART XI, LINE 9: CDFI PRESENT VALUE ALLOWANCE 29,054. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.