2021-01-15T12:46:04-06:00 2020-06-30 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2019-07-01 391590212 CITY FORWARD COLLECTIVE INC CITY 4149885359 111 W PLEASANT ST NO 101 MILWAUKEE WI 53212 ROBERT ARZBAECHER BOARD TREASURER 4149885359 2021-01-15 1 P00979243 4142717800 2019 2022-09-23 18:48:47Z ROBERT ARZBAECHER 111 W PLEASANT ST NO 101 MILWAUKEE WI 53212 11723392 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. 19 19 22 19 0 0 1345058 2383540 92966 71476 1670223 159053 349 49 3108596 2614118 766326 958310 0 0 1620180 1072541 0 0 92901 826512 9906012 3213018 11936863 -104422 -9322745 16865878 8650744 21747 1013416 16844131 7637328 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 10581617 898310 71525 HIGH-QUALITY SCHOOLS - STRATEGICALLY INVEST AND CHANNEL PHILANTHROPIC DOLLARS TO EXPAND EXISTING HIGH-QUALITY SCHOOLS, INCUBATE NEW SCHOOLS, AND IMPROVE PROMISING SCHOOLS. IN 2020 THIS ALSO INCLUDED PROVIDING GRANTS AND ADDITIONAL RESOURCES AND SUPPORT TO SCHOOLS TO ASSIST WITH COVID-19 RESPONSE. 372584 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. 443184 60000 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 11397385 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 1 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 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 - BOARD TREASURER 4149885359 111 W PLEASANT ST 101 MILWAUKEE WI 53212 LESLIE DIXON CO-CHAIR 1.00 X X 0 0 0 AUSTIN RAMIREZ CO-CHAIR 1.00 X X 0 0 0 ROBERT ARZBAECHER TREASURER 1.00 X X 0 0 0 MICHAEL ALDANA DIRECTOR 1.00 X 0 0 0 TIMOTHY SHEEHY DIRECTOR 1.00 X 0 0 0 MARK BLUTSTEIN DIRECTOR 1.00 X 0 0 0 WALTER BOND DIRECTOR 1.00 X 0 0 0 AISHA CARR DIRECTOR 1.00 X 0 0 0 NANCY HERNANDEZ DIRECTOR 1.00 X 0 0 0 DONALD LAYDEN DIRECTOR 1.00 X 0 0 0 JOE GESSNER DIRECTOR 1.00 X 0 0 0 CHRIS GOLLER DIRECTOR 1.00 X 0 0 0 LINDA MELLOWES DIRECTOR 1.00 X 0 0 0 MARY KELLNER DIRECTOR 1.00 X 0 0 0 CHRIS ROWLAND DIRECTOR 1.00 X 0 0 0 CRAIG SCHMUTZER DIRECTOR 1.00 X 0 0 0 KAMEELAH SHAHEED-DIALLO DIRECTOR 1.00 X 0 0 0 RASHIDA EVANS DIRECTOR 1.00 X 0 0 0 CORY NETTLES DIRECTOR 1.00 X 0 0 0 PATRICIA HOBEN EXECUTIVE DIRECTOR 40.00 X 92833 0 214 92833 0 214 0 0 0 0 0 2383540 2383540 INTEREST 611710 61582 61582 PROGRAM REVENUE 611710 9894 9894 71476 136512 136512 9131815 9109274 22541 22541 22541 MISCELLANEOUS INCOME 900099 49 49 49 2614118 71525 0 159053 958310 958310 191839 152594 25441 13804 715810 569373 94930 51507 99230 78930 13160 7140 65662 52229 8708 4725 7960 7960 280 280 27505 27505 10687 10687 190427 79652 110775 7930 7630 300 29761 3675 22653 3433 7782 2268 5514 147370 41246 102393 3731 19779 19721 58 14178 13397 634 147 1304 1037 173 94 24999 15875 7688 1436 REFUND OF PRIOR YEAR CO 9397632 9397632 DUES & SUBSCRIPTIONS 12119 3665 6945 1509 BAD DEBT EXPENSE 5375 5375 MISCELLANEOUS EXPENSE 924 151 773 11936863 11397385 446577 92901 223264 428331 10904785 2442624 349492 1151119 9725 10475 1836432 1994664 5195 7244 75665 75599 1370 66 3535615 2616221 16865878 8650744 20304 976117 1443 37299 21747 1013416 X 7532137 6373995 9311994 1263333 16844131 7637328 16865878 8650744 X -9322745 97864 18078 X 0 1 X 1 0 X 842413 515656 808710 1345058 2383540 5895377 842413 515656 808710 1345058 2383540 5895377 1929714 3965663 226352 293676 200511 1670223 159053 2549815 8445192 108360 0.46960 0.40840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3998 3932 66 71667 71667 0 66 PAYROLL LIABILITIES 37299 37299 X 2730060 115942 115942 2614118 0 2614118 11936863 0 11936863 0 11936863 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 18,078. UNREALIZED LOSS ON INVESTMENTS 97,864. 0 CARMEN SCHOOLS OF SCIENCE & TECHNOLOGY 1712 32ND STREET MILWAUKEE WI 53215 562569203 501(C)(3) 70000 FMV - CASH PROVIDE SUPPORT FOR OPERATION CHANGES DUE TO COVID-19 AND FOR THEIR TEACHER RECRUITMENT AND RETENTION INITIATIVE CITY YEAR MILWAUKEE 648 N PLANKINTON AVE SUITE 190 MILWAUKEE WI 53205 222882549 501(C)(3) 30000 FMV - CASH PROVIDE SUPPORT FOR THEIR TEACHER RECRUITMENT AND RETENTION INITIATIVE HIGHLAND COMMUNITY SCHOOL 1706 W HIGHLAND AVE MILWAUKEE WI 53233 391133108 501(C)(3) 24000 FMV - CASH PROVIDE SUPPORT FOR OPERATION CHANGES DUE TO COVID-19 HMONG AMERICAN PEACE ACADEMY 4601 N 84TH ST MILWAUKEE WI 53225 392041099 501(C)(3) 18000 FMV - CASH PROVIDE SUPPORT FOR OPERATION CHANGES DUE TO COVID-19 LUMIN SCHOOLS 1122 N ASTOR ST MILWAUKEE WI 53202 161616550 501(C)(3) 19810 FMV - CASH PROVIDE SUPPORT FOR THEIR COMPREHENSIVE MARKETING PLAN DR HOWARD FULLER COLLEGIATE ACADEMY 4030 N 29TH ST MILWAUKEE WI 53216 300322248 501(C)(3) 30000 FMV - CASH PROVIDE SUPPORT FOR OPERATION CHANGES DUE TO COVID-19 MILWAUKEE ACADEMY OF SCIENCE 2000 W KILBOURN AVE MILWAUKEE WI 53233 391974865 501(C)(3) 40000 FMV - CASH PROVIDE SUPPORT FOR THEIR TEACHER RECRUITMENT AND RETENTION INITIATIVE MESSMER CATHOLIC ACADEMY 742 WEST CAPITOL DRIVE MILWAUKEE WI 53206 391517591 501(C)(3) 18000 FMV - CASH PROVIDE SUPPORT FOR OPERATION CHANGES DUE TO COVID-19 MILWAUKEE COLLEGE PREP 1228 LLOYD ST SUITE 100 MILWAUKEE WI 53205 391881295 501(C)(3) 20000 FMV - CASH PROVIDE SUPPORT FOR THEIR TEACHER RECRUITMENT AND RETENTION INITIATIVE ROCKETSHIP 3003 W CLEVELAND AVE MILWAUKEE WI 53215 204040597 501(C)(3) 130000 FMV - CASH PROVIDE SUPPORT FOR THEIR TEACHER RECRUITMENT AND RETENTION INITIATIVE SEEDS OF HEALTH 1445 S 32ND ST MILWAUKEE WI 53215 930843605 501(C)(3) 15000 FMV - CASH PROVIDE SUPPORT FOR OPERATION CHANGES DUE TO COVID-19 MILWAUKEE ENVIRONMENTAL SCIENCE ACADEMY 6737 W WASHINGTON AVE MILWAUKEE WI 53214 391865501 501(C)(3) 15000 FMV - CASH PROVIDE SUPPORT FOR OPERATION CHANGES DUE TO COVID-19 ST AUGUSTINE PREPARATORY ACADEMY 439 W HARRISON AVE MILWAUKEE WI 53027 471800734 501(C)(3) 211500 FMV - CASH PROVIDE SUPPORT FOR OPERATION CHANGES DUE TO COVID-19 UNITED COMMUNITY CENTER 1028 S 9TH ST MILWAUKEE WI 53204 391146191 501(C)(3) 21000 FMV - CASH PROVIDE SUPPORT FOR OPERATION CHANGES DUE TO COVID-19 MILWAUKEE EXCELLENCE 4950 N 24TH STREET MILWAUKEE WI 53209 474978181 501(C)(3) 20000 FMV - CASH PROVIDE SUPPORT FOR OPERATION CHANGES DUE TO COVID-19 NATIVITY JESUIT ACADEMY 1515 S 29TH STREET MILWAUKEE WI 53215 391741141 501(C)(3) 99000 FMV - CASH PROVIDE SUPPORT FOR THE EXPANSION OF THE SCHOOL PENFIELD MONTESSORI ACADEMY 833 N 26TH ST MILWAUKEE WI 53233 473685752 501(C)(3) 18000 FMV - CASH PROVIDE SUPPORT FOR OPERATION CHANGES DUE TO COVID-19 SERVE MARKETING 250 W COVENTRY CT SUITE 300 MILWAUKEE WI 53215 200059596 501(C)(3) 50000 FMV - CASH PROVIDE SUPPORT FOR THEIR TEACHER RECRUITMENT AND RETENTION INITIATIVE SETON CATHOLIC SCHOOLS 3501 S LAKE DR MILWAUKEE WI 53235 530196617 501(C)(3) 58000 FMV - CASH PROVIDE SUPPORT FOR OPERATION CHANGES DUE TO COVID-19 AND FOR THEIR TEACHER RECRUITMENT AND RETENTION INITIATIVE ST ANTHONY CONGREGATION 1727 S 9TH ST MILWAUKEE WI 53204 390850377 501(C)(3) 21000 FMV - CASH PROVIDE SUPPORT FOR OPERATION CHANGES DUE TO COVID-19 ST MARCUS LUTHERAN SCHOOL 2215 N PALMER STREET MILWAUKEE WI 53212 390850377 501(C)(3) 30000 FMV - CASH PROVIDE SUPPORT FOR OPERATION CHANGES DUE TO COVID-19 RASHIDA EVANS MEMBER OF THE BOARD OF DIRECTORS 58345 RASHIDA EVANS WAS THE INTERIM EXECUTIVE DIRECTOR IN THE FISCAL YEAR ENDING 6/30/19. SHE RECEIVED COMPENSATION FOR THIS ROLE AND DID RECEIVE A W-2 FOR THE 2019 CALENDAR YEAR. FOR THE 6/30/20 FISCAL YEAR SHE IS A DIRECTOR ON THE BOARD, BUT IS RECEIVING NO COMPENSATION. 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.CITYFORWARDCOLLECTIV.ORG FORM 990, PART XI, LINE 9: CDFI PRESENT VALUE ALLOWANCE 18,078.