2020-11-02T11:49:43-06:00 2019-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2019-01-01 391211331 NEWBRIDGE MADISON INC NEWB 6085120000 1625 NORTHPORT DRIVE NO 125 MADISON WI 53704 SARAH VALENCIA PRESIDENT 6085120000 2020-10-28 1 MIKE HABLEWITZ CPA P01259157 6082744020 66.222.124.178 2020-10-28 09:30:38 CD P BAF93092400A7665F4A65B16EBECF5E5B591AC5F 74B0C536FBDEA54BE69F712409E5EA3D5A3AE8D3 2019 2021-01-29 14:40:06Z X JAMES KRUEGER 1625 NORTHPORT DRIVE NO 125 MADISON WI 53704 1936069 0 X NEWBRIDGEMADISON.ORG X 1980 WI PROVIDE SERVICES FOR THE ELDERLY, CASE MANAGEMENT FOR SENIORS AND DISABLED, AND RESPITE FOR CARE GIVERS. 9 9 54 400 0 0 1188103 1865531 80936 20747 27 1227 1689 30194 1270755 1917699 0 0 0 0 362127 1480227 0 0 20586 133302 615768 495429 2095995 775326 -178296 1102671 956942 290574 269276 812097 687666 PROVIDE SERVICES FOR THE ELDERLY FOR HOME MAINTENANCE, PROVIDE CASE MANAGEMENT FOR AVAILABLE SERVICES TO THE ELDERLY, HOMEBOUND AND FRAIL, PROVIDE SUPPORT MEAL SITES FOR THE ELDERLY, AND PROVIDE DAY CARE FOR SENIORS. 0 0 863035 0 11148 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. 246003 0 0 NUTRITION AND DIETICIAN- PROVIDES NUTRITIOUS LUNCHEONS FOR SENIOR ADULTS AT LOCATIONS ON THE EAST SIDE OF MADISON AND IN 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. 160954 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. 396980 0 9599 396980 9599 1666972 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 54 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 0 0 WI X CHRIS ROCHE 6084161010 1625 NORTHPORT DRIVE NO 125 MADISON WI 53704 SARAH VALENCIA PRESIDENT (BEGINNING NOVEMBER) 1.00 X X 0 0 0 BARBARA ZABAWA PRESIDENT (THRU OCTOBER) 1.00 X X 0 0 0 CEDRIC JOHNSON VICE PRESIDENT 1.00 X X 0 0 0 TIM RYAN TREASURER 1.00 X X 0 0 0 TIM CONROY SECRETARY 1.00 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 JAMES KRUEGER EXECUTIVE DIRECTOR (BEGINNING NOVEMBER) 40.00 X 57659 0 5934 MARCIA HENDRICKSON EXECUTIVE DIRECTOR (THRU OCTOBER) 40.00 X 57563 0 7961 115222 0 13895 0 0 0 0 0 110540 9814 1594321 150856 1865531 PROGRAM SERVICE REVENU 062399 11148 11148 MEMBERSHIP DUES 900099 9599 9599 20747 1227 1227 6344 9814 12116 -5772 -5772 22289 6254 16035 16035 19931 19931 19931 1917699 20747 0 31421 129117 104655 23119 1343 1123210 910407 201120 11683 45029 36498 8063 468 87412 70851 15652 909 95459 77373 17093 993 33745 33745 174920 146195 27374 1351 5382 5382 112236 95864 15806 566 155884 110425 42963 2496 67522 64313 3033 176 3380 1789 1591 6569 4652 1810 107 21037 18353 2535 149 31221 24956 5920 345 MEMBERSHIPS 1300 641 659 2572 2572 2095995 1666972 408437 20586 643641 130205 111854 395160 1437 35242 81478 96519 26557 24080 517681 324053 214666 193628 51261 23038 30847 1102671 956942 129310 148071 2275 161264 118930 290574 269276 X 805757 662609 6340 25057 812097 687666 1102671 956942 X -178296 478 49999 3388 X 0 1 X 1 0 X 393676 418886 357813 1188103 1865531 4224009 393676 418886 357813 1188103 1865531 4224009 4224009 49 7 3 27 1227 1313 1689 35966 37655 4262977 191654 0.99090 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23038 70 3388 26496 23413 110 -485 23038 19858 130 3425 23413 17197 1709 952 19858 16947 570 -320 17197 1.00000 1 0 45700 45700 329866 191657 138209 142115 132396 9719 193628 1939935 478 3388 3866 1936069 -18370 -18370 1917699 2114365 18370 18370 2095995 0 2095995 PART V, LINE 4: INCOME FROM THE ENDOWMENT FUNDS IS USED TO SUPPORT THE ORGANIZATION'S GENERAL ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 3,388. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -18,370. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 18,370. SUMMER CONCERT 11094 7764 3330 65 1879 2044 3162 11094 7764 3330 65 1879 2044 3162 7150 -3820 10489 967 4591 615 1 0.05000 11800 81 1 0.50000 22289 967 4591 696 6254 16035 WI 1 0 1 0 1.00000 LOIS GERBITZ 4142 MONONA DRIVE MADISON WI 53716 0 RUTH HELLENBRAND 929 COORDINATION OF THE EVENT X 0 FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE AMENDED AFTER THE ORGANIZATION MERGED WITH OTHER ORGANIZATIONS IN 2018. THE NUMBER OF BOARD MEMBERS INCREASED FROM 11 TO 13. THE CORPORATION MAY NOW HAVE UP TO FOUR ADVISORY COUNCILS THAT REPRESENT THE GEOGRAPHIC AREAS OF THE SERVICES AREAS OF THE MERGED ORGANIZATIONS, AS FOLLOWS: EAST MADISON/MONONA, NORTH/EASTSIDE, SOUTH MADISON, AND WEST MADISON. 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 FOUNDATIO 3,388.