2022-08-24T11:09:24-05:00 2021-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2021-01-01 391211331 NEWBRIDGE MADISON INC NEWB 6085120000 1625 NORTHPORT DRIVE 125 MADISON WI 53704 SARAH VALENCIA PRESIDENT 6085120000 2022-08-12 1 SARAH VALENCIA 999009999 MIKE HABLEWITZ CPA P01259157 6082744020 2022-08-12 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JAMES KRUEGER 1625 NORTHPORT DRIVE 125 MADISON WI 53704 2216229 0 X NEWBRIDGEMADISON.ORG X 1974 WI TO SERVE AS EXPERTS, ADVOCATES AND RESPONSIBLE STEWARDS PRIMARILY TO EMPOWER OLDER ADULTS IN NEED OF SUPPORT TO ACCESS AFFORDABLE RESOURCES TO MAINTAIN THEIR HEALTH, SAFETY, INDEPENDENCE AND COMMUNITY CONNECTION. 9 9 45 580 0 0 2091139 2154851 38547 55304 639 157 885 1797 2131210 2212109 0 0 0 0 1466389 1621087 0 0 47536 662011 573003 2128400 2194090 2810 18019 972062 987097 279440 271299 692622 715798 X PROVIDING OLDER ADULTS A BRIDGE TO SUCCESSFUL AGING. 0 0 1033383 0 22768 CASE MANAGEMENT- PROVIDE SENIOR ADULTS THE SUPPORT, RESOURCES, AND COMMUNITY SERVICES THEY NEED TO SAFELY REMAIN IN THEIR OWN HOMES. CASE MANAGERS CONDUCT HOME VISITS TO ASSESS THE INDIVIDUAL NEEDS OF EACH SENIOR ADULT AND THEN PROVIDE INFORMATION, REFERRALS, AND ADVOCACY ACCORDING TO THOSE NEEDS. SOME INDIVIDUALS ARE LOOKING FOR SHORT-TERM INFORMATION WHILE OTHERS BENEFIT FROM ONGOING SUPPORT. 383393 0 0 NUTRITION AND DIETICIAN- PROVIDES NUTRITIOUS LUNCHEONS FOR SENIOR ADULTS AT VARIOUS LOCATIONS THROUGHOUT MADISON AND MONONA. IN ADDITION TO A DELICIOUS FULL MEAL, SOCIALIZATION, ENTERTAINMENT, AND EDUCATIONAL PROGRAMS ARE PROVIDED PRIOR TO THE MEAL. GUESTS 60 YEARS OF AGE OR OLDER ARE ASKED TO PROVIDE AN ANONYMOUS DONATION. GUESTS UNDER 60 YEARS OF AGE ARE ASKED TO PAY THE FULL COST OF THE MEAL. THE FUNDING ALSO PAYS FOR A LICENSED DIETICIAN TO ASSIST IN THE DEVELOPMENT OF THE LUNCHES OFFERED AS WELL AS WORKING WITH INDIVIDUAL SENIORS. 131847 0 0 DIVERSITY AND INCLUSION - PROVIDES SERVICES TO SUPPORT THE AFRICAN AMERICAN AND LATINO SENIOR ADULTS BY REDUCING ISOLATION. THE PROGRAM IDENTIFIES THE BARRIERS THAT PREVENT THESE SENIORS FROM ACCESSING COMMUNITY SERVICES AND ASSISTS IN REMOVING THESE OBSTACLES. PROGRAMS CENTER ON SOCIALIZATION AND BUILDING A SENSE OF COMMUNITY. AFRICAN AMERICAN AND LATINO SENIORS INCREASE THEIR KNOWLEDGE OF COMMUNITY RESOURCES AND BECOME COMFORTABLE ATTENDING COMMUNITY EVENTS. A SECONDARY GOAL IS HEALTH EDUCATION AND SAFETY. MONTHLY PROGRAMS AND SUPPORT GROUPS ARE PROVIDED FOR PROGRAM PARTICIPANTS TO INCREASE THEIR KNOWLEDGE AND ABILITY TO MAINTAIN OR IMPROVE THEIR HEALTH AND SAFETY. ALL AFRICAN AMERICAN AND LATINO SENIOR ADULTS (55 YEARS AND OLDER) WHO RESIDE IN DANE COUNTY ARE WELCOME TO ATTEND. LATINO PROGRAMS ARE OFFERED IN SPANISH ONLY. THIS PROGRAM ALSO INCLUDES THE OTHER DANE COUNTY FOCAL POINTS WITH THE GOAL OF PROVIDING INFORMATION AND REFERRAL SERVICES; FACILITATION OF SHARING RESOURCES WITHIN THE COMMUNITY AND COORDINATION OF SERVICES TO AVOID DUPLICATION. 122914 0 0 SENIOR ACTIVITIES - PROVIDES WEEKDAY SOCIAL, EDUCATIONAL, AND EXERCISE PROGRAMS AT VARIOUS SITES IN THE COMMUNITY. CARD GAMES, ENTERTAINMENT, DAY TRIPS, MOVIES, CRAFTS, BINGO, INTERGENERATIONAL PROGRAMS, BOOK DISCUSSION GROUPS, VARIOUS SUPPORT GROUPS, BLOOK PRESSURE CLINICS, EXERCISE CLASSES, COMPUTER ASSISTANCE, INFORMATIONAL PRESENTATIONS, TRANSPORTATION AND FOOT CLINICS KEEP OUR SENIORS ACTIVE WHILE GENERATING LOTS OF FUN! 119488 0 0 HOME CHORE - PROVIDES ASSISTANCE TO FRAIL, LIMITED INCOME SENIOR ADULTS WITH BASIC HOME CHORES TO HELP THEM REMAIN INDEPENDENT AND IN THEIR OWN HOMES. THE PROGRAM HAS GROWN TO INCLUDE NOT ONLY INDIVIDUAL VOLUNTEERS BUT ALSO GROUPS INTERESTED IN DOING A VOLUNTEER PROJECT FOR AND WITH SENIOR ADULTS. VOLUNTEERS ARE MATCHED WITH A SENIOR ADULT TO PROVIDE HOUSEHOLD ASSISTANCE AND FRIENDLY VISITATION TO HOMEBOUND SENIORS. 39027 0 0 VOLUNTEER GUARDIAN-PROVIDES SERVICES TO DANE COUNTY ADULTS AGE 60 AND OVER WHO ARE IN NEED OF A GUARDIAN DUE TO SUCH CONDITIONS AS DEMENTIA OR CHRONIC MENTAL ILLNESS, AND WHO HAVE NO FAMILY MEMBERS OR FRIENDS ABLE TO ACT AS ONE. THE PROGRAM RECRUITS AND TRAINS VOLUNTEERS TO SERVE AS LEGAL GUARDIANS FOR THESE INDIVIDUALS. 35422 0 32536 OTHER-INCLUDES OTHER MISCELLANEOUS PROGRAMS AND SPECIAL PROJECTS. 316851 0 32536 1865474 1 1 0 0 0 0 0 0 0 1 1 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 0 0 0 0 0 0 0 0 0 0 0 1 21 0 45 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 0 0 WI X CHRIS ROCHE 6084161010 6200 MINERAL POINT RD STE 100 MADISON WI 53705 SARAH VALENCIA PRESIDENT 2.00 X X 0 0 0 CEDRIC JOHNSON VICE PRESIDENT 2.00 X X 0 0 0 TIM RYAN TREASURER 2.00 X X 0 0 0 TIM CONROY SECRETARY 2.00 X X 0 0 0 ERIN FABRIZIUS DIRECTOR 1.00 X 0 0 0 LAURA STEIN DIRECTOR 1.00 X 0 0 0 AMY DEVINE DIRECTOR 1.00 X 0 0 0 SARA CAMACHO DIRECTOR 1.00 X 0 0 0 STEPHANIE MUNOZ DIRECTOR 1.00 X 0 0 0 JAMES KRUEGER EXECUTIVE DIRECTOR 40.00 X 75908 0 8000 75908 0 8000 0 0 0 0 0 33793 1922111 198947 2154851 PROGRAM SERVICE REVENU 624120 36970 36970 MEMBERSHIP DUES 900099 15566 15566 2768 2768 55304 157 157 5327 3470 1857 1857 300 650 -350 -350 290 290 290 2212109 55304 0 1954 83908 62931 16782 4195 1304171 1132077 136586 35508 26400 23444 2339 617 94123 81285 10195 2643 112485 96912 12370 3203 14300 14300 157639 118889 38750 7327 7327 95283 80266 14147 870 11929 10900 529 500 112282 102716 9566 26902 25973 929 11486 10133 1353 4300 2569 1731 18952 11855 7097 23253 20089 3164 MEALS 85131 84883 248 MEMBERSHIPS 2351 552 1799 1868 1868 2194090 1865474 281080 47536 114877 58634 416482 522986 150261 129888 7707 7169 25480 18506 489733 329080 173115 160653 51265 51265 236 236 32639 37760 972062 987097 113594 175839 4211 5587 104151 89873 57484 0 279440 271299 X 689801 630636 2821 85162 692622 715798 972062 987097 X 18019 5157 X 0 1 X 1 0 X 357813 1188103 1865531 2091139 2154851 7657437 357813 1188103 1865531 2091139 2154851 7657437 7657437 3 27 1227 639 157 2053 1689 35966 37655 7697145 300640 0.99480 0.99340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28402 5465 308 33559 26496 2256 350 28402 23038 70 3388 26496 23413 110 -485 23038 19858 130 3425 23413 1.00000 0.00000 0.00000 1 0 45700 45700 301022 201606 99416 24144 15730 8414 118867 111744 7123 160653 2221386 5157 5157 2216229 -4120 -4120 2212109 2198210 4120 4120 2194090 0 2194090 PART V, LINE 4: NEWBRIDGE MADISON, INC.'S ENDOWMENT CONSISTS OF ONE ENDOWMENT FUND AT MADISON COMMUNITY FOUNDATION. THE ENDOWMENT IS TO SUPPORT THE MISSION OF NEWBRIDGE MADISON, INC. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 5,157. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 9B -4,120. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 9B 4,120. FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN IS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AT LEAST ANNUALLY BY THE DIRECTORS. ALL DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. A DIRECTOR OR OFFICER WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 5,157.