2018-10-26T09:45:59-05:00 2017-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2017-01-01 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 2018-10-24 1 JENNY TARKOWSKI CPA P00634290 6082744020 66.222.124.178 2018-10-24 14:32:58 CD P 68342E75F01A61EB9B1EE0111EA88A19222854B3 A9116FE758ABEA701AC32738507E202495099D8D 2017 2018-06-14 16:35:46Z KRISTI LUZAR 1915 N DR MARTIN LUTHER KING NO 260 MILWAUKEE WI 532123126 241390 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. 10 10 3 146 0 0 244938 226360 12390 10679 78 41 -10708 -8336 246698 228744 4162 3077 0 0 59597 64216 0 0 23079 159766 183014 223525 250307 23173 -21563 122618 96918 9441 5304 113177 91614 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 62075 3077 2500 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 HOMEBUYING AND HOME REPAIR AND RESOURCES, AND MITIGATE THE IMPACT OF FORECLOSURES ON NEIGHBORHOODS. 37819 1000 OTHER COLLABORATIVE PROJECTS: UEDA ALSO ENGAGES IN OTHER INITIATIVES AS AN INTERMEDIARY ORGANIZATION, ASSISTING TO BUILD AND FACILITATE COLLABORATION AMONG INDIVIDUALS, ORGANIZATIONS AND GROUPS WORKING IN ECONOMIC AND COMMUNITY DEVELOPMENT. EXAMPLES INCLUDE THE FINANCIAL EQUITY GROUP, FOOD ENTERPRISE DEVELOPMENT NETWORK (FEDN), MONEY SMART WEEK WISCONSIN - MILWAUKEE PLANNING COUNCIL, AND SMALL BUSINESS AFFINITY GROUP (ALL ACTIVE PROJECTS OF UEDA). 31403 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, LENDING, GOVERNMENT REGULATIONS, ENTREPRENEURSHIP AND SMALL BUSINESS SUPPORT. OUTCOME EXAMPLES ARE MONTHLY NEWSLETTERS, EDUCATIONAL AND/OR NETWORKING EVENTS, QUARTERLY COMMUNITY UPDATES, LISTSERV AND SOCIAL MEDIA ENGAGEMENT. 21730 1899 EVENTS & WORKSHOPS: UEDA HOSTS EVENTS SUCH AS THE ANNAUL COMMUNITY DEVELOPMENT SUMMIT AND EMERGING TOPICS SERIES, WHICH PROVIDES 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 EVENTS IN COLLABORATION WITH LOCAL GOVERNMENT, MEMBERS, FUNDERS AND OTHERS. 5665 5280 CONTRACTED SERVICES: UEDA IS A SUBCONTRACTOR WITH NATIONAL TECHNICAL ASSISTANCE PROVIDERS FOR THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD), PROVIDING LOCALLY-BASED TECHNICAL ASSISTANCE THAT ADDRESSES AREAS OF ORGANIZATIONAL DEVELOPMENT (I.E., STRATEGIC PLANNING, PROGRAM EVALUATION, FINANCIAL MANAGEMENT, TECHNOLOGY, AND HOUSING 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 OTHER PARTNERS. ADDITIONALLY, UEDA HAS FACILITATED NEIGHBORHOOD-BASED EVALUATION SERVICES, WELL AS PROVIDED FISCAL SPONSOR SERVICES FOR A NUMBER ORGANIZATIONS OR PROJECTS, INCLUDING THE WISCONSIN NONPROFITS ASSOCIATION, MAKING CONNECTIONS MILWAUKEE, THE MILWAUKEE BUSINESS IMPROVEMENT DISTRICT (BID) COUNCIL AND THE HISTORIC KING DRIVE BID. 1157 TRANSPORTATION & WORKFORCE PROJECTS: UEDA HELPED FORM THE COALITION FOR ADVANCING TRANSIT, WHICH WAS ACTIVE FROM 2008-2012, ENGAGING RESIDENTS TO ADVOCATE FOR REGIONAL APPROACHES TO TRANSIT INVESTMENTS THAT CONNECT WORKERS TO JOBS AND FOSTER ECONOMIC GROWTH. UEDA CONTINUES TO WORK WITH ITS MEMBERS AND OTHER STAKEHOLDERS TO ADVANCE REGIONAL TRANSPORTATION SOLUTIONS FOR SE WI. 28552 7179 159849 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 6 0 3 1 0 0 0 0 0 0 0 0 0 0 X 10 10 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 STEVE ADAMS DIRECTOR 1.00 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 CLARISSA MANKUS DIRECTOR 1.00 X 0 0 0 NIKKI PURVIS DIRECTOR 1.00 X 0 0 0 KRISTI LUZAR EXECUTIVE DIRECTOR 40.00 X 51233 0 12983 51233 0 12983 0 0 0 0 QTI HUMAN RESOURCES INC 4476 ROBERTSON RD MADISON WI 537143125 EMPLOYEE LEASING SERVICES 150024 1 26625 23912 175823 4310 226360 CONTRACTED SERVICES 611430 6280 6280 MISCELLANEOUS REVENUE 611430 2719 2719 PROGRAM TUITION 611430 1680 1680 10679 41 41 4310 23912 12646 -8336 -8336 228744 10679 0 -8295 X 3077 3077 64216 39172 17338 7706 11252 11252 104532 54529 36273 13730 10456 10456 7340 6178 683 479 12840 10657 1284 899 251 251 32679 32489 183 7 9 7 1 1 2290 1900 229 161 1365 1133 136 96 250307 159849 67379 23079 6230 5717 100264 83959 14000 2000 3892 765 7136 7136 9 0 1350 1350 122618 96918 9441 5304 9441 5304 X -12977 -23278 126154 114892 113177 91614 122618 96918 -21563 0 X 0 1 X 0 0 X 214699 215970 222645 244938 226360 1124612 214699 215970 222645 244938 226360 1124612 274150 850462 103 94 52 78 41 368 1124980 155407 0.75600 0.67200 X 4225 4225 0 2911 2911 0 0 246380 4990 4990 241390 -12646 -12646 228744 267943 4990 12646 17636 250307 0 250307 PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -12,646. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 12,646. CARNIVAL 28222 23912 4310 1520 4310 2750 4066 28222 23912 4310 1520 4310 2750 4066 12646 -8336 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 CONSULTING FEES: PROGRAM SERVICE EXPENSES 3,804. MANAGEMENT AND GENERAL EXPENSES 14,921. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,725. EMPLOYEE LEASING SERVICES: PROGRAM SERVICE EXPENSES 50,725. MANAGEMENT AND GENERAL EXPENSES 21,352. FUNDRAISING EXPENSES 13,730. TOTAL EXPENSES 85,807.