2019-11-06T10:47:06-06:00 2018-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2018-01-01 391893799 URBAN ECONOMIC DEVELOPMENT ASSOCIATION OF WISCONSIN INC URBA 4145629904 1915 N DR MARTIN LUTHER KING NO 260 MILWAUKEE WI 532123126 KRISTI LUZAR EXECUTIVE DIRECTOR 4145629904 2019-11-04 1 JENNY TARKOWSKI CPA P00634290 6082744020 66.222.124.178 2019-11-04 12:26:09 CS P 50C9C09D56ED613F9D7879BDC11063DCF385CB9F BB9037E3AA85FAE4E129294E83CD7747F0718998 2018 2020-03-31 21:24:44Z KRISTI LUZAR 1915 N DR MARTIN LUTHER KING NO 260 MILWAUKEE WI 532123126 372131 0 X WWW.UEDAWI.ORG X 1997 WI UEDA IS A MEMBERSHIP ASSOCIATION DEDICATED TO THE PROFESSIONAL DEVELOPMENT OF INDIVIDUALS AND GROUPS WORKING IN ECONOMIC AND COMMUNITY DEVELOPMENT IN WISCONSIN. UEDA'S WORK HAS FOCUSED PRIMARILY ON HOUSING DEVELOPMENT, ECONOMIC DEVELOPMENT AND JOB CREATION WITH AN EMPHASIS ON REGIONAL TRANSPORTATION, FORECLOSURE MITIGATION, SUSTAINABLE HOMEOWNERSHIP AND REGIONAL FOOD INITIATIVES. 9 9 3 167 0 0 226360 351437 10679 6340 41 165 -8336 -1165 228744 356777 3077 9394 0 0 64216 58257 0 0 24625 183014 194150 250307 261801 -21563 94976 96918 195130 5304 8540 91614 186590 X UEDA IS A MEMBERSHIP ASSOCIATION DEDICATED TO THE PROFESSIONAL DEVELOPMENT OF INDIVIDUALS AND GROUPS WORKING IN ECONOMIC AND COMMUNITY DEVELOPMENT IN WISCONSIN. UEDA'S WORK HAS FOCUSED PRIMARILY ON HOUSING DEVELOPMENT, ECONOMIC DEVELOPMENT AND JOB CREATION WITH AN EMPHASIS ON REGIONAL TRANSPORTATION, FORECLOSURE MITIGATION, SUSTAINABLE HOMEOWNERSHIP AND REGIONAL FOOD INITIATIVES. 0 0 78560 9394 TAKE ROOT MILWAUKEE: A PROGRAM OF UEDA, THIS INITIATIVE IS IN PARTNERSHIP WITH THE CITY OF MILWAUKEE, FREDDIE MAC AND MORE THAN 45 OTHER MEMBERS TO PROMOTE SUSTAINABLE HOMEOWNERSHIP RESOURCES AND STRONG NEIGHBORHOODS. UEDA PROVIDES ADMINISTRATIVE AND FISCAL SERVICES, ASSISTING WITH VARIOUS EVENTS AND ACTIVITIES THAT PROMOTE HOMEOWNERSHIP EDUCATION, CONNECT CONSUMERS TO HOME BUYING AND HOME REPAIR AND RESOURCES, AND MITIGATE THE IMPACT OF FORECLOSURES ON NEIGHBORHOODS. 36721 CAPACITY BUILDING: PROVIDING INFORMATION, SERVICES AND NETWORKING OPPORTUNITIES TO UEDA MEMBERS. UEDA WORKS TO KEEP ITS MEMBERS INFORMED AND UPDATED ON THE KEY ISSUES THAT IMPACT THEIR WORK INCLUDING HOUSING, NEIGHBORHOOD REVITALIZATION, REAL ESTATE DEVELOPMENT, FINANCIAL CAPABILITY OR ECONOMIC INCLUSION, LENDING, GOVERNMENT REGULATIONS, WORKFORCE ISSUES, REGIONAL TRANSPORTATION, ENTREPRENEURSHIP AND SMALL BUSINESS SUPPORT. OUTCOME EXAMPLES ARE MONTHLY NEWSLETTERS, EDUCATIONAL AND/OR NETWORKING EVENTS, AFFINITY GROUPS, STAKEHOLDER MEETINGS, POLICY UPDATES, LISTSERV AND SOCIAL MEDIA ENGAGEMENT. 35758 OTHER COLLABORATIVE PROJECTS--UEDA ALSO ENGAGES IN OTHER INITIATIVES AS AN INTERMEDIARY ORGANIZATION, ASSISTING TO BUILD AND FACILITATE COLLABORATIONS AMONG INDIVIDUALS, ORGANIZATIONS AND GROUPS WORKING IN ECONOMIC AND COMMUNITY DEVELOPMENT, PARTICULARLY IN ISSUES RELATED TO ECONOMIC INCLUSION AND SMALL BUSINESS. EXAMPLES INCLUDE BANK ON GREATER MILWAUKEE, FINANCIAL EQUITY GROUP, FOOD ENTERPRISE DEVELOPMENT NETWORK (FEDN), MONEY SMART WEEK WISCONSIN MILWAUKEE PLANNING COUNCIL, AND SMALL BUSINESS AFFINITY GROUP. 16633 655 EVENTS & WORKSHOPS: UEDA COORDINATES AND/OR HOSTS EVENTS SUCH AS THE EMERGING TOPICS SERIES AND/OR COMMUNITY DEVELOPMENT SUMMIT, WHICH PROVIDE OPPORTUNITIES FOR BUSINESSES, GOVERNMENT AND COMMUNITY-BASED ORGANIZATIONS TO NETWORK, EXCHANGE IDEAS AND LEARN BEST PRACTICES ON VARIOUS ISSUES IMPACTING ECONOMIC AND COMMUNITY DEVELOPMENT. UEDA ALSO HOSTS AN ANNUAL FUNDRAISER, "CARNIVAL MILWAUKEE," EACH FEBRUARY THAT HIGHLIGHTS LOCAL BUSINESSES AND CULTURAL PARTNERS. UEDA HAS ALSO ADMINISTERED OR ASSISTED WITH VARIOUS EDUCATIONAL EVENTS IN COLLABORATION WITH LOCAL GOVERNMENT, MEMBERS, FUNDERS AND OTHERS. 5335 5685 CONTRACTED SERVICES: UEDA IS A SUBCONTRACTOR WITH NATIONAL TECHNICAL ASSISTANCE PROVIDERS FOR THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) AND THE CITY OF MILWAUKEE, PROVIDING LOCALLY-BASED TECHNICAL ASSISTANCE TO ADDRESS AREAS OF ORGANIZATIONAL DEVELOPMENT (I.E., STRATEGIC PLANNING, PROGRAM EVALUATION, FINANCIAL MANAGEMENT, TECHNOLOGY, OR PROJECT DEVELOPMENT). THESE SERVICES ARE ALSO OFFERED AS A FEE-FOR-SERVICE TO MEMBERS AND OTHER COMMUNITY PARTNERS. UEDA HAS ALSO BEEN CONTRACTED TO CONDUCT COMMUNITY OUTREACH FOR THE SOUTHEASTERN WISCONSIN REGIONAL PLANNING COMMISSION (SEWRPC), AND FACILITATED NEIGHBORHOOD-BASED EVALUATION OR OUTREACH SERVICES FOR OTHER PARTNERS. LASTLY, UEDA PROVIDES FISCAL SPONSORSHIP SERVICES FOR ORGANIZATIONS OR PROJECTS; PAST ASSISTANCE HAS INCLUDE THE WISCONSIN NONPROFITS ASSOCIATION, STUDENT LOAN DEBT COALITION, MAKING CONNECTIONS MILWAUKEE, MILWAUKEE BUSINESS IMPROVEMENT DISTRICT (BID) COUNCIL AND THE HISTORIC KING DRIVE BID. TRANSPORTATION & WORKFORCE PROJECTS: UEDA HELPED FORM THE COALITION FOR ADVANCING TRANSIT WHICH ENGAGED RESIDENTS TO ADVOCATE FOR REGIONAL APPROACHES TO TRANSIT INVESTMENTS THAT CONNECTED WORKERS TO JOBS AND FOSTER ECONOMIC GROWTH. THERE WERE NO ACTIVE PROJECTS IN 2018. UEDA'S WORK ON THESE ISSUES HAS SHIFTED TOWARDS CAPACITY BUILDING ACTIVITIES THAT ADVANCE POLICIES THAT SUPPORT JOB CREATION, FOSTER ECONOMIC GROWTH, AND REGIONAL TRANSPORTATION SOLUTIONS FOR SE WI. 21968 6340 173007 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 3 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 1 1 1 1 1 1 1 0 0 WI X BUSINESS ACCOUNTING & TAX PROFESSIONALS LLC 2625102331 2444 N GRANDVIEW BLVD UPPER LEVEL WAUKESHA WI 531881695 DOMINIQUE SAMARI PRESIDENT 1.00 X X 0 0 0 STEPHAN LESURE VICE PRESIDENT 1.00 X X 0 0 0 PETER RICHARDSON TREASURER 1.00 X X 0 0 0 NATHAN GUEQUIERRE SECRETARY 1.00 X X 0 0 0 MARLENE CASTILLO DIRECTOR 1.00 X 0 0 0 DAMION FORREST DIRECTOR 1.00 X 0 0 0 KATE MADISON DIRECTOR 1.00 X 0 0 0 NAKEISHA PAYNE DIRECTOR 1.00 X 0 0 0 NIKKI PURVIS DIRECTOR 1.00 X 0 0 0 KRISTI LUZAR EXECUTIVE DIRECTOR 40.00 X 54056 0 4201 54056 0 4201 0 0 0 0 QTI HUMAN RESOURCES INC 4476 ROBERTSON RD MADISON WI 537143125 EMPLOYEE LEASING SERVICES 132914 1 23445 15710 312282 5000 351437 CONTRACTED SERVICES 611430 5685 5685 PROGRAM TUITION 611430 655 655 6340 165 165 14189 15710 15354 -1165 -1165 356777 6340 0 -1000 X 7242 7242 2152 2152 58257 29129 18642 10486 14646 14646 112590 80389 24363 7838 4497 4497 9927 7400 1627 900 12545 7689 3126 1730 2509 1818 691 34695 31013 389 3293 1278 782 320 176 1463 896 365 202 261801 173007 64169 24625 5717 13911 83959 144623 2000 35000 3892 0 0 246 7136 7136 0 0 1350 1350 96918 195130 5304 8540 5304 8540 X -23278 -33300 114892 219890 91614 186590 96918 195130 94976 0 X 0 1 X 1 0 X 215970 222645 244938 226360 351437 1261350 215970 222645 244938 226360 351437 1261350 283234 978116 94 52 78 41 165 430 1261780 135045 0.77520 0.75600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4225 4225 0 2911 2911 0 0 377611 5480 5480 372131 -15354 -15354 356777 282635 5480 15354 20834 261801 0 261801 PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -15,354. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 15,354. CARNIVAL 29899 15710 14189 2728 5665 3250 3711 29899 15710 14189 2728 5665 3250 3711 15354 -1165 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND MEMBERS ARE REQUIRED TO ATTEST TO THEIR FAMILIARITY WITH THE ASSOCIATION'S CONFLICT OF INTEREST POLICY AND PROVIDE INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE GOVERNING BODY DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS, THE MATTER IN QUESTION IS MADE PUBLIC BY DISCLOSURE IN THE MINUTES OF THE MEETINGS OF THE GOVERNING BODY UNLESS OTHERWISE DIRECTED BY THE MEMBERS OF THE GOVERNING BODY. ANY INDIVIDUAL DETERMINED TO HAVE A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE ASSOCIATION'S PERSONNEL COMMITTEE ANNUALLY DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS FOR SIMILAR SERVICES. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ANNUAL AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ADMINISTRATIVE AND PROGRAM CONSULTING FEES: PROGRAM SERVICE EXPENSES 28,049. MANAGEMENT AND GENERAL EXPENSES 9,884. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,933. EMPLOYEE LEASING SERVICES: PROGRAM SERVICE EXPENSES 52,340. MANAGEMENT AND GENERAL EXPENSES 14,479. FUNDRAISING EXPENSES 7,838. TOTAL EXPENSES 74,657.