2020-01-24T10:03:31-06:00 2019-06-30 391648207 ANDREA & ORENDORFF LLP 6300 76TH ST STE 200 KENOSHA WI 531424018 990 2018-07-01 391047172 UNITED MIGRANT OPPORTUNITY SERVICES UMOS UNIT 4143896000 2701 S CHASE AVE MILWAUKEE WI 53207 LUPE MARTINEZ PRESIDENT/CEO 4143896015 2020-01-06 true TERRI A SCHMIDT CPA P00037140 2626577716 2020-01-09 74.218.59.85 2020-01-24 10:03:31 CS P D8C6EF90F06D8245D82020BABF30ACBFECCD4A7A 54E6346231A1EE92D257E59156EF99EA5C1E99A1 2018 2020-09-23 17:36:50Z X UMOS INC LUPE MARTINEZ 2701 S CHASE AVE MILWAUKEE WI 53207 26998375 false X WWW.UMOS.ORG X 1965 WI UMOS, A NON-PROFIT ADVOCACY ORGANIZATION, PROVIDES PROGRAMS AND SERVICES WHICH IMPROVE THE EMPLOYMENT, EDUCATIONAL, HEALTH AND HOUSING OPPORTUNITIES OF UNDER-SERVED POPULATIONS. 17 17 1150 550 115938 25297388 25668719 733342 669557 117615 102746 115938 26133476 26571829 0 0 17389580 16806428 0 0 8411215 8884539 25800795 25690967 332681 880862 16893743 17531957 6047109 5804461 10846634 11727496 X UMOS, A NON-PROFIT ADVOCACY ORGANIZATION, PROVIDES PROGRAMS AND SERVICES WHICH IMPROVE THE EMPLOYMENT, EDUCATIONAL, HEALTH AND HOUSING OPPORTUNITIES OF UNDER-SERVED POPULATIONS. false false 12325690 UMOS CONTINUES TO OPERATE SEVERAL WORKFORCE DEVELOPMENT PROGRAMS WHICH PROVIDE EMPLOYMENT AND TRAINING OPPORTUNITIES TO DISADVANTAGED POPULATIONS. THE AGENCY ENTERED INTO ITS 21ST YEAR ADMINISTERING THE WISCONSIN WORKS (W-2) PROGRAM WHICH PROVIDES CASH ASSISTANCE TO FAMILIES WHILE PARENTS PREPARE FOR AND LOOK FOR EMPLOYMENT. DURING FISCAL YEAR 2018-2019, UMOS PLACED MORE THAN 2,000 PROGRAM PARTICIPANTS INTO JOBS. IN ADDITION, UMOS BEGAN ITS 9TH YEAR OPERATING A TRANSITIONAL JOBS PROGRAM IN WISCONSIN AND EXPANDED ITS SERVICE DELIVERY AREA BEYOND MILWAUKEE INTO NORTHEASTERN WISCONSIN, RACINE COUNTY AND CENTRAL WISCONSIN. 5792877 UMOS' CHILD DEVELOPMENT SERVICES INCLUDE MIGRANT AND SEASONAL HEAD START AND MIGRANT CHILD CARE THROUGH WHICH THE AGENCY SERVED 666 CHILDREN DURING THE MOST RECENTLY COMPLETED CALENDAR YEAR (2018) IN WISCONSIN AND MISSOURI, COMBINED. THE AGENCY MAINTAINS A FIVE-STAR RATING, THE HIGHEST GIVEN BY THE YOUNGSTAR QUALITY RATING SYSTEM, FROM THE WISCONSIN DEPARTMENT OF CHILDREN AND FAMILIES. 417389 HOUSING AND REHABILITATION PROGRAMS - MANAGE PERMANENT HOUSING UNITS FOR MIGRANT FARM WORKER FAMILIES AND PROVIDE FUNDING FOR REHABILITATION OF HOUSING IN LOW INCOME COMMUNITIES 4060275 TARGET HIV PREVENTION PROGRAM - PROVIDE HIV TESTING, PREVENTION AND HARM REDUCTION SERVICES. COMMUNITY-BASED PROGRAMS - PROVIDE VARIOUS SOCIAL SUPPORTS AND COMMUNITY EDUCATION/AWARENESS SERVICES. HOMELESS/SHELTER/FOOD PROGRAMS - PROVIDE TEMPORARY FOOD AND SHELTER TO DISPLACED MIGRANT/SEASONAL FARMWORKERS. UMOS OFFERS DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND HUMAN TRAFFICKING VICTIM SERVICES THROUGH ITS LATINA RESOURCE CENTER, LOCATED IN MILWAUKEE, WISCONSIN. IN THE 12-MONTH PERIOD ENDING JUNE 30, 2019, UMOS TOUCHED THE LIVES OF MORE THAN 2,000 ADULTS, YOUTH AND CHILDREN BY PROVIDING CULTURALLY RELEVANT ADVOCACY, SUPPORT, PREVENTION, AND INTERVENTION SERVICES TO VICTIMS. THIS INCLUDES TRANSITIONAL HOUSING, PSYCHO-EDUCATIONAL CHILDREN'S GROUPS, ADULT SURVIVOR SUPPORT GROUPS, TEEN DATING VIOLENCE PREVENTION, IMMIGRATION LEGAL SERVICES, AND CRIMINAL JUSTICE SYSTEM NAVIGATION/ADVOCACY ON BEHALF OF SPANISH SPEAKING FAMILIES. 4060275 22596231 true true false true false false false false false false true false false true true false true true false false false false false false false false false false false true true false false false false false false false false false false false false false false true false false false false true 394 0 true 1150 true true true false false false false true true false false false false false false X 17 17 false false false false false true true true true false false true true true true true true true true false WI X DANIEL VIDAS 4143896000 2701 S CHASE AVE MILWAUKEE WI 53207 X MARIA E WATTS CHAIR X 0 0 0 BEN OBREGON VICE CHAIR X 0 0 0 NEDDA AVILA SECRETARY X 0 0 0 KEVIN MAGEE DIRECTOR X 0 0 0 GUADALUPE WALLY RENDON DIRECTOR X 0 0 0 MARISELA GALAVIZ DIRECTOR X 0 0 0 JULIO GUIX TREASURER X 0 0 0 JOSE CARRILLO DIRECTOR X 0 0 0 JAN BANICKI DIRECTOR X 0 0 0 MARIA BORDA WIESNER DIRECTOR X 0 0 0 JOE VILLMOW DIRECTOR X 0 0 0 CYNTHIA GALVAN DIRECTOR X 0 0 0 PERFECTO SOTO DIRECTOR X 0 0 0 LUPE MARTINEZ PRESIDENT/CE X 187391 0 171187 JOSE MARTINEZ VICE PRESIDE X 122697 0 20743 CELESTINE KOEHN COO X 159948 0 33393 JOHN BAUKNECHT CORP ATTY X 131456 0 24629 SILVIA PEREZ-RATHELL DIRECTOR X 0 0 0 JOSE RUANO DIRECTOR X 0 0 0 BARBARA FELSKE VICE PRESIDE X 118154 0 23489 PARKER RIOS VICE PRESIDE X 111579 0 24936 DANIEL VIDAS CFO X 132577 0 30604 963802 328981 8 false true false MISSOURI WELDING INSTITUTE PO BOX 445 NEVADA MO 64772 TRAINING 357542 NORTHCOTT NEIGHBORHOOD CENTER 2460 N 6TH STREET MILWAUKEE WI 53212 TRANSITION JOBS 319529 SILVER SPRING NEIGHBORHOOD CENTER 5460 N 64TH STREET MILWAUKEE WI 53218 TRANSITION JOBS 292314 MILWAUKEE URBAN LEAGUE 425 W NORTH AVE MILWAUKEE WI 53212 TRANSITION JOBS 284296 COLLEGE OF MENOMINEE PO BOX 1179 KESHENA WI 54135 TRAINING 196087 8 41526 25627193 25668719 MISC AGENCY PROGRAMS 328862 328862 OTHER RENTAL INCOME 155501 155501 LOW INCOME HOUSING 111678 111678 PROGRAM INCOME 73516 73516 669557 117615 117615 542484 426546 115938 115938 115938 26571829 787172 115938 347339 347339 12605799 11694496 911303 450985 399573 51412 2438048 2113884 324164 964257 884002 80255 15004 875 14129 43977 43977 5054 4754 300 154197 64405 89792 855011 761572 93439 84740 74800 9940 87003 74260 12743 PARTICIPANT EXPENSES 2715566 2710410 5156 PURCHASED SERVICES 2205677 1617324 588353 SPACE AND RELATED EXPENSE 1728000 1303766 424234 SUPPLIES 572207 437843 134364 418103 410290 7813 25690967 22596231 3094736 0 2820301 3788971 1318853 1249852 2689321 2427172 84947 330540 185258 208899 20403983 11852372 8907952 8551611 887111 974912 16893743 17531957 1467110 1606406 91357 66629 3028883 2642477 972272 920612 487487 568337 6047109 5804461 X 10846634 11727496 10846634 11727496 16893743 17531957 880862 X false true X true true true X 25362525 24510062 25351952 25297388 25668719 126190646 25362525 24510062 25351952 25297388 25668719 126190646 126190646 12164 28683 40001 43495 124343 739343 667504 1406847 127721836 1520514 0.98800 0.98200 X PART II, LINE 10 LOW INCOME HOUSING 472,813 MISC AGENCY INCOME 514,284 PROGRAM INCOME 419,750 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50029 50029 25830202 25880231 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 44096 45993 46591 50029 186709 250000 250000 250000 250000 1000000 1500000 2186621 2186621 16187837 10166615 6021222 1948513 1685757 262756 81012 81012 8551611 RESTRICTED CASH 974912 974912 457 EXECUTIVE PLAN PAYABLE 568337 568337 26571829 26571829 26571829 25690967 25690967 25690967 X true true X X X false true false false false false false false false LUPE MARTINEZ PRESIDENT/CEO 187391 29423 141764 358578 CELESTINE KOEHN COO 159948 27071 6322 193341 JOHN BAUKNECHT CORP ATTY 131456 24629 156085 DANIEL VIDAS CFO 132577 27202 3402 163181 SCHEDULE J, PAGE 1, PART I, LINE 4 LUPE MARTINEZ 0 18,500 0 JOSE MARTINEZ 0 4,882 0 JOHN BAUKNECHT 0 5,128 0 BARBARA FELSKE 0 4,915 0 PARKER RIOS 0 4,140 0 DANIEL VIDAS 0 1,500 0 A REDEVELOPMENT AUTHORITY REDEVELOPMENT AUTHORITY 391189734 NONE00000 2006-06-15 6950000 FINANCE BUILDING false false false A 6937279 2007 false false true true A false false false false false false true A false false false false true false false false false A false FORM 990, PAGE 1, ITEM B OMITTED END OF YEAR ASSETS ON SCHEULE R. HIGHLY COMPENSATED EMPLOYEE NOT DISCLOSED ON ORIGINAL RETURN FORM 990, PAGE 2, PART III, LINE 4D TARGET HIV PREVENTION PROGRAM - PROVIDE HIV TESTING, PREVENTION AND HARM REDUCTION SERVICES. COMMUNITY-BASED PROGRAMS - PROVIDE VARIOUS SOCIAL SUPPORTS AND COMMUNITY EDUCATION/AWARENESS SERVICES. HOMELESS/SHELTER/FOOD PROGRAMS - PROVIDE TEMPORARY FOOD AND SHELTER TO DISPLACED MIGRANT/SEASONAL FARMWORKERS. UMOS OFFERS DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND HUMAN TRAFFICKING VICTIM SERVICES THROUGH ITS LATINA RESOURCE CENTER, LOCATED IN MILWAUKEE, WISCONSIN. IN THE 12-MONTH PERIOD ENDING JUNE 30, 2019, UMOS TOUCHED THE LIVES OF MORE THAN 2,000 ADULTS, YOUTH AND CHILDREN BY PROVIDING CULTURALLY RELEVANT ADVOCACY, SUPPORT, PREVENTION, AND INTERVENTION SERVICES TO VICTIMS. THIS INCLUDES TRANSITIONAL HOUSING, PSYCHO-EDUCATIONAL CHILDREN'S GROUPS, ADULT SURVIVOR SUPPORT GROUPS, TEEN DATING VIOLENCE PREVENTION, IMMIGRATION LEGAL SERVICES, AND CRIMINAL JUSTICE SYSTEM NAVIGATION/ADVOCACY ON BEHALF OF SPANISH SPEAKING FAMILIES. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERSHIP IN THE CORPORATION SHALL BE OPEN TO ANY PERSON WHO SUPPORTS THE PURPOSES OF UMOS AND WHO SIGNIFIES SUCH SUPPORT BY SIGNING A STATEMENT SO INDICATING. MEMBERS MAY RENEW THEIR MEMBERSHIP ANNUALLY, BY SIGNING SUCH RENEWAL STATEMENTS AND RETURN TO THBE SECRETARY WHOP SHALL KEEP THEM ON FILE. FORM 990, PAGE 6, PART VI, LINE 7B ALL PERSONS WHOSE MEMEBRSHIP STATEMENTS ARE FILED PRIOR TO THE BEGINNING OF ANY CORPORATION MEETING SHALL BE ELIGIBLE TO VOTE AT SUCH MEETING ID HE/SHE IS OF LEGAL VOTING AGE, AT LEAST 18 YEARS OR OLDER. IT IS THE GOAL OF UMOS TO ENCOURAGE THE BROADEST POSSIBLE MEMBERSHIP INCLUDING BUT NOT LIMITED TO MIGRANTS, SEASONAL FARM WORKERS, EX-MIGRANTS, REPRESENTATIVES OF INDUSTRIES, BUSINESS, GROWERS, RELIGIOUS AND CIVIC ORGANIZATIONS, PUBLIC OFFICIALS AND CONCERNED INDIVIDUALS. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD OF DIRECTORS RECEIVES A PDF COPY OF THE 990 AND THE 990-T. THEY REVIEW AND APPROVE THE 990 AND 990-T BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C ONCE A YEAR BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM THAT WAS DEVELOPED BY THE UMOS CORPORATE ATTORNEY. BOARD MEMBERS ARE INSTRUCTED THAT AMENDMENTS NEED TO BE MADE AS CIRCUMSTANCES CHANGE. FORM 990, PAGE 6, PART VI, LINE 15A TOP MANAGEMENT OFFICIALS AND KEY PERSONNEL: THE PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT AND KEY PERSONNEL IS GOVERNED BY SECTION 2.2 OF THE UMOS PERSONNEL HANDBOOK AND THE HUMAN RESOURCE PRACTICE OF OBTAINING INDEPENDENT WAGE COMPARABILITY STUDIES. UMOS UTILIZES A STUDY CONDUCTED BY THE AGENCY EXECUTIVES GROUP (MRA), THE NON PROFIT CENTER OF MILWAUKEE AND INDEPENDENCE FIRST. THE CLASSIFICATION OF POSITIONS TAKES INTO CONSIDERATION, AMONG OTHER THINGS, JOB DUTIES, QUALIFICATIONS, REQUIRED EDUCATION AND EXPERIENCE AND POSITION RESPONSIBILITIES. THIS STUDY CATEGORIZES JOB POSITIONS BY TITLE AND PROVIDES COMPARABLE WAGE RATES FOR THE GEOGRAPHIC AREA WHERE IT OPERATES. THE STUDY ENCOMPASSES ALL UMOS POSITIONS INCLUDING ADMINISTRATIVE, EXECUTIVE, MANAGEMENT AND OPERATIONAL PERSONNEL. UMOS UTILIZES THIS DATA TO ADJUST ITS BASE PAY SCALE TO CONFORM TO ANY CHANGES IN THE MARKET. ADDITIONALLY, THIS STUDY IS UTILIZED TO COMPLY WITH THE REQUIREMENTS OF FEDERAL AND STATE CONTRACTS THAT MANDATE THAT UMOS' SALARIES BE CONSISTENT WITH SIMILARLY SITUATED NON-PROFIT RATES. THIS STUDY IS INDEPENDENT, OBJECTIVE AND CONDUCTED IN AN ARM'S LENGTH MANNER. THE HUMAN RESOURCE DEPARTMENT WORKS IN CONJUNCTION WITH THE PERSONNEL COMMITTEE OF THE UMOS BOARD IN UPDATING THE UMOS WAGE SCALE AND CORRESPONDING SALARIES. THE PRESIDENT/CEO THE POSITION OF THE PRESIDENT/CEO IS SIMILARLY GOVERNED BY THE ABOVE MENTIONED POLICY; HOWEVER, THE POSITION IS SUBJECT TO ADDITIONAL REVIEW AND SCRUTINY BY THE EXECUTIVE COMMITTEE OF THE UMOS BOARD. THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE SALARY AND FRINGE BENEFIT STRUCTURE OF THE PRESIDENT/CEO POSITION. THIS PROCESS IS DONE IN CONJUNCTION WITH THE ANNUAL PERFORMANCE EVALUATION OF THE PRESENT/CEO. ANY ADJUSTMENTS ARE ALSO REQUIRED TO BE APPROVED BY THE EXECUTIVE COMMITTEE AND SUBSEQUENTLY REFERRED TO THE FULL BOARD OF DIRECTORS FOR RATIFICATION AND CONCURRENCE. SECTION 2.2 OF THE UMOS PERSONNEL HANDBOOK ALSO PROVIDES PROVISIONS FOR ANNUAL MERIT INCREASES, SALARY ADJUSTMENTS FOR ADDITIONALLY ASSIGNED DUTIES AND ANNUAL COSTS OF LIVING ADJUSTMENTS. FOR THE POSITION OF PRESIDENT/CEO A MERIT INCREASED SALARY ADJUSTMENT OR COLA COST OF LIVING ADJUSTMENT REQUIRES THE APPROVAL OF THE FULL UMOS BOARD OF DIRECTORS. THE POLICY CALLS FOR THE VICE PRESIDENT OF OPERATIONS TO REVIEW AND APPROVE ANY SUCH ADJUSTMENTS FOR ANY OTHER UMOS STAFF. PRIOR TO APPROVAL THE ADJUSTMENTS PROPOSED FOR ANY POSITION ARE REVIEWED AND SCREENED BY THE HUMAN RESOURCE DEPARTMENT FOR APPROPRIATENESS. THE HUMAN RESOURCE DEPARTMENT AND THE CHIEF FINANCIAL OFFICER ARE CHARGED WITH REVIEWING THE SALARIES OF THE EXECUTIVE DIRECTOR AND OTHER EXECUTIVES FOR SPECIAL REQUIREMENTS OR LIMITATIONS SET FORTH IN ANY OF THE UMOS GOVERNMENTAL CONTRACTS. AN EXAMPLE OF SUCH A LIMITATION IS THE LIMITS ON SALARIES IMPOSED BY THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES. UNDER THE UMOS HEAD START CONTRACT THE SALARY OF THE TOP LEVEL POSITIONS MAY NOT EXCEED THE AMOUNT THAT IS ANNUALLY DETERMINED BY DHHS. THE CHIEF FINANCIAL OFFICER AND THE HUMAN RESOURCE DEPARTMENT MONITOR THESE SALARIES THROUGHOUT THE FISCAL YEAR. LASTLY, ANY ACTIONS AND DELIBERATIONS TAKEN BY THE UMOS BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE AND THE PERSONNEL COMMITTEE ARE DOCUMENTED FULLY AND COMPLETELY BY THE MINUTES OF THESE MEETINGS AND ARE MAINTAINED IN THE CORPORATE OFFICE. FORM 990, PAGE 6, PART VI, LINE 15B SEE NOTES IN SECTION REGARDING THE CEO COMPENSATION FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCS AND CONFLICT OF INTEREST POLICIES ARE NOT DISCLOSED. THE FINANCIAL STATEMENTS ARE ON THE WEBSITE. WORKFORCE RESOURCES LLC 2701 SOUTH CHASE AVENUE MILWAUKEE WI 53207 751553861 WORKFORCE WI 31893 UMOS FORM 5768 WAS NOT FILED UNTIL 4/5/11. THIS STARTED WITH THE 2010 TAX RETURN