2017-01-30T09:33:33-06:00 2016-06-30 391648207 ANDREA & ORENDORFF LLP 6300 76TH ST STE 200 KENOSHA WI 531424018 990 2015-07-01 391047172 UNITED MIGRANT OPPORTUNITY SERVICES UMOS UNIT 4143896000 2701 S CHASE AVE MILWAUKEE WI 53207 LUPE MARTINEZ PRESIDENT/CEO 4143896000 2016-12-16 true TERRI A SCHMIDT P00037140 2626577716 2017-01-17 2015 2021-01-29 14:40:06Z LUPE MARTINEZ 2701 S CHASE AVE MILWAUKEE WI 53207 25710554 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 1059 541 -18385 -85288 25362525 24510062 773172 667504 0 12164 -18385 26147861 25159181 0 0 17369030 16211124 0 0 8350207 8138902 25719237 24350026 428624 809155 16950036 17363374 8187277 7791460 8762759 9571914 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 10911012 UMOS CONTINUES TO OPERATE SEVERAL WORKFORCE DEVELOPMENT PROGRAMS WHICH PROVIDE EMPLOYMENT AND TRAINING OPPORTUNITIES TO DISADVANTAGED POPULATIONS. THE AGENCY ENTERED INTO ITS 19TH 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 2015-2016, UMOS PLACED 2,053 PROGRAM PARTICIPANTS INTO JOBS. IN ADDITION, UMOS BEGAN ITS 6TH YEAR OPERATING A TRANSITIONAL JOBS PROGRAM IN WISCONSIN AND EXPANDED ITS SERVICE DELIVERY AREA BEYOND MILWAUKEE INTO NORTHEASTERN WISCONSIN AND RACINE COUNTY. 5585656 UMOS' CHILD DEVELOPMENT SERVICES INCLUDE MIGRANT AND SEASONAL HEAD START AND MIGRANT CHILD CARE THROUGH WHICH IT SERVED 720 CHILDREN IN THE MOST RECENTLY COMPLETED PROGRAM YEAR. THE AGENCY MAINTAINS A FIVE-STAR RATING, THE HIGHEST GIVEN BY THE YOUNGSTAR QUALITY RATING SYSTEM, FROM THE WISCONSIN DEPARTMENT OF CHILDREN AND FAMILIES. UMOS WAS ALSO SELECTED BY THE NATIONAL MIGRANT AND SEASONAL HEAD START ASSOCIATION TO PARTICIPATE IN A PILOT PROGRAM TO HELP DEVELOP NATION-WIDE TRAINING MATERIALS TO BE USED BY COMMUNITY HEALTH CENTERS. 608900 HOUSING AND REHABILITATION PROGRAMS - MANAGE PERMANENT HOUSING UNITS FOR MIGRANT FARM WORKER FAMILIES AND PROVIDE FUNDING FOR REHABILITATION OF HOUSING IN LOW INCOME COMMUNITIES 4607609 AIDS EDUCATIONS PROGRAMS - PROVIDE AIDS AWARENESS EDUCATION. COMMUNITY BASED PROGRAMS - PROVIDE COMMUNITY LIVING EDUCATION SERVICES HOMELESS/SHELTER/FOOD PROGRAMS - PROVIDE TEMPORARY FOOD AND SHELTER TO DISPLACED MIGRANT FARM WORKERS 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, 2016, UMOS TOUCHED THE LIVES OF OVER 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. 4607609 21713177 true true false true false false false false false false true false false false false 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 184 0 true 1059 true true true false false false false true true 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 VICE CHAIR X 0 0 0 BEN OBREGON DIRECTOR 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 JOSE CARRILLO DIRECTOR X 0 0 0 PEGGY ROMO WEST 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 THERESA MARTINEZ HEAD START X 0 0 0 SILVIA PEREZ-RATHELL DIRECTOR X 0 0 0 JULIAN OROPEZA HEAD START X 0 0 0 NEDDA AVILA SECRETARY X 0 0 0 JUAN JOSE LOPEZ CHAIRMAN X 0 0 0 JULIO GUIX TREASURER X 0 0 0 LUPE MARTINEZ PRESIDENT/CE 50.00 X 181141 0 110463 LEONARDO MARTINEZ VP OF OPERAT 40.00 X 136588 0 16182 CELESTINE KOEHN VP OF ADMIN 40.00 X 136564 0 34163 DANIEL VIDAS CFO 40.00 X 125839 0 32134 JOHN BAUKNECHT CORP ATTY 40.00 X 119832 0 32481 JOSE MARTINEZ HEAD START D 40.00 X 109916 0 10712 809880 236135 6 false true false SILVER SPRING NEIGHBORHOOD CENTER 5460 N 64TH STREET MILWAUKEE WI 53218 TRANSITION JOBS 183940 MILWAUKEE URBAN LEAGUE 425 W NORTH AVE MILWAUKEE WI 53212 TRANSITION JOBS 167604 NORTHCOTT NEIGHBORHOOD CENTER 2460 N 6TH STREET MILWAUKEE WI 53212 TRANSITION JOBS 126269 THE RITCHERSON COMPANIES 4022 DOLPHIN DRIVE MADISON WI 53719 ADMINISTRATIVE 112617 MILWAUKEE EMPLOYMENT & TRAINING 7109 W NATIONAL AVE MILWAUKEE WI 53214 JOB TRAINING 111600 6 55874 24454188 24510062 LOW INCOME HOUSING 298566 298566 MISC AGENCY PROGRAMS 246745 246745 PROGRAM INCOME 122193 122193 667504 532988 551373 -18385 -18385 -18385 25159181 667504 -18385 181141 181141 11936086 11043050 893036 424958 380910 44048 2779910 2472792 307118 889029 808774 80255 4845 -5562 10407 37220 498 36722 -3400 3400 192191 133937 58254 980030 912961 67069 191991 171795 20196 74251 51707 22544 PARTICIPANT EXPENSES 3229644 3227530 2114 PURCHASED SERVICES 1334313 869798 464515 SPACE AND RELATED EXPENSE 1109161 834219 274942 SUPPLIES 584239 484878 99361 401017 329290 71727 24350026 21713177 2636849 0 2499043 3313599 1107670 1153555 2343993 2490595 76131 45369 112597 111350 19755178 9904736 10432652 9850442 377950 398464 16950036 17363374 1730412 1772100 71241 202593 5065932 4742876 1124900 1073891 194792 8187277 7791460 X 8762759 9571914 8762759 9571914 16950036 17363374 809155 X false true X true true true X 21097638 22776762 21885269 25362525 24510062 115632256 21097638 22776762 21885269 25362525 24510062 115632256 115632256 573 4891 5464 72121 84723 20272 12164 189280 782486 688627 739343 739343 667504 3617303 119444303 667504 0.96810 0.96550 X PART II, LINE 10 LOW INCOME HOUSING 1,113,747 MISC AGENCY INCOME 1,371,267 PROGRAM INCOME 1,132,289 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44096 44096 24305930 24350026 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 47058 45459 44901 44096 181514 250000 250000 250000 250000 1000000 1500000 2186621 2186621 15839877 8272060 7567817 1728680 1632676 96004 9850442 25159181 25159181 25159181 24350027 1 1 24350026 24350026 SCHEDULE D, PAGE 4, PART XII, LINE 2D BOOK / TAX DEPRECIATION DIFFERENCE 1 X true true X X X false true false false false false false false false LUPE MARTINEZ PRESIDENT/CEO 181141 32566 77897 291604 LEONARDO MARTINEZ VP OF OPERAT 136588 16182 152770 CELESTINE KOEHN VP OF ADMIN 136564 28746 5417 170727 DANIEL VIDAS CFO 125839 28542 3592 157973 JOHN BAUKNECHT CORP ATTY 119832 27647 4834 152313 SCHEDULE J, PAGE 1, PART I, LINE 4 LUPE MARTINEZ 0 17,500 0 LEONARDO MARTINEZ 0 5,421 0 DANIEL VIDAS 0 1,000 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 true US BANK 10.000000000000 false false false false false A false FORM 990, PAGE 2, PART III, LINE 4D AIDS EDUCATIONS PROGRAMS - PROVIDE AIDS AWARENESS EDUCATION. COMMUNITY BASED PROGRAMS - PROVIDE COMMUNITY LIVING EDUCATION SERVICES HOMELESS/SHELTER/FOOD PROGRAMS - PROVIDE TEMPORARY FOOD AND SHELTER TO DISPLACED MIGRANT FARM WORKERS 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, 2016, UMOS TOUCHED THE LIVES OF OVER 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. FORM 990, PART XI, LINE 9 BOOK / TAX DEPRECIATION DIFFERENCE -1 TOTAL -1 WORKFORCE RESOURCES LLC 2701 SOUTH CHASE AVENUE MILWAUKEE WI 53207 751553861 WORKFORCE WI -22 31960 UMOS FORM 5768 WAS NOT FILED UNTIL 4/5/11. THIS STARTED WITH THE 2010 TAX RETURN