2016-08-26T10:34:29-05:00 2015-12-31 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2015-01-01 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 2016-08-11 1 JENNY TARKOWSKI CPA P00634290 6082744020 2015 2016-12-15 16:53:06Z X KRISTI LUZAR 1915 N DR MARTIN LUTHER KING NO 260 MILWAUKEE WI 532123126 276935 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. 13 13 3 102 0 0 215970 222645 41221 50226 94 52 -10057 -10180 247228 262743 5126 5000 0 0 74416 106512 0 0 23804 174935 148246 254477 259758 -7249 2985 95760 99395 8741 9391 87019 90004 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 20748 UEDA'S LARGEST PROGRAM IS CAPACITY BUILDING/MEMBERSHIP, WHICH INCLUDES 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, FAMILY ASSET-BUILDING/ECONOMIC EDUCATION, LENDING, GOVERNMENT REGULATIONS, REGIONAL FOOD ECONOMY ACTIVITIES AND MORE. OUTCOME EXAMPLES ARE MONTHLY NEWSLETTERS TO MEMBERS, QUARTERLY COMMUNITY UPDATES, LISTSERV AND NETWORKING EVENTS. 41920 UEDA HAS A COLLABORATIVE PROJECT WITH TAKE ROOT MILWAUKEE, AN INITIATIVE WITH THE CITY OF MILWAUKEE, FREDDIE MAC AND MORE THAN 55 OTHER MEMBERS TO PROMOTE SUSTAINABLE HOMEOWNERSHIP IN MILWAUKEE AND ITS NEIGHBORHOODS. UEDA PROVIDES ADMINISTRATIVE AND FISCAL SERVICES, ASSISTING WITH VARIOUS EVENTS AND ACTIVITIES THAT PROMOTE HOMEOWNERSHIP EDUCATION, ADDRESS THE ISSUE OF FORECLOSURES AND MITIGATE THEIR IMPACT ON NEIGHBORHOODS. 39909 39111 UEDA IS A SUBCONTRACTOR WITH LOCAL INITIATIVES SUPPORT CORPORATION (LISC) AND OTHER 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 EVALUATION SERVICES (I.E., DATA COLLECTION AND ANALYSIS) AND HAS ALSO PROVIDED FISCAL AGENT SERVICES FOR A NUMBER ORGANIZATIONS OR PROJECTS, INCLUDING THE WISCONSIN NONPROFITS ASSOCIATION (WNA), MAKING CONNECTIONS MILWAUKEE, THE MILWAUKEE BUSINESS IMPROVEMENT DISTRICT (BID) COUNCIL AND THE HISTORIC KING DRIVE BID. 19360 3100 EACH YEAR, UEDA COORDINATES THE COMMUNITY DEVELOPMENT SUMMIT, AN ANNUAL EVENT THAT PROVIDES THE OPPORTUNITY FOR BUSINESSES, GOVERNMENT AND COMMUNITY-BASED ORGANIZATIONS TO NETWORK AND EXCHANGE IDEAS AND INFORMATION. UEDA HAS ALSO HOSTED COMMUNITY DEVELOPMENT BROWN BAGS AND "QUARTERLY GATHERING" EVENTS TO EDUCATE MEMBERS AND PARTNERS ON VARIOUS ISSUES IMPACTING ECONOMIC AND COMMUNITY DEVELOPMENT. UEDA HAS ALSO ADMINISTERED OR ASSISTED WITH VARIOUS EVENTS IN COLLABORATION WITH LOCAL GOVERNMENT, MEMBERS, FUNDERS AND OTHERS. 1650 1000 IN 2008, UEDA HELPED FORM THE COALITION FOR ADVANCING TRANSIT, WHICH WAS A RESULT OF KEY RECOMMENDATIONS FROM ITS ANNUAL COMMUNITY DEVELOPMENT SUMMIT. THIS GROUP ENGAGES IN COMMUNITY OUTREACH ON THIS ISSUE AND WORKS TO ADVOCATE FOR REGIONAL SOLUTIONS TO TRANSIT THAT WILL HELP CONNECT WORKERS TO JOBS AND FOSTER ECONOMIC DEVELOPMENT IN SOUTHEASTERN WISCONSIN. UEDA CONTINUES TO WORK WITH ITS MEMBERS AND OTHER STAKEHOLDERS TO ADVANCE REGIONAL TRANSPORTATION SOLUTIONS FOR SE WI. 45200 3500 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. AN EXAMPLE OF THIS WORK IS THE TAKE ROOT MILWAUKEE PROJECT AND AN INITIATIVE THAT EMERGED OUT OF UEDA'S 2011 SUMMIT, THE FOOD ENTERPRISE DEVELOPMENT NETWORK (FEDN). UEDA FACILITATES A GROUP OF MORE THAN 25 PARTICIPANTS ACTIVE IN THE FOOD SYSTEM WHO ARE EXPLORING STRATEGIES TO GROW THE LOCAL FOOD ECONOMY AND CREATE RELATED JOBS. ADDITIONALLY, UEDA HAS PLAYED A LEAD ROLE IN FACILITATING THE MILWAUKEE PLANNING COUNCIL FOR MONEY SMART WEEK WISCONSIN AND IS PARTNERING WITH THE BUSINESS COUNCIL AND WWBIC TO SUPPORT THE GROWTH OF ENTREPRENEURS AND SMALL BUSINESSES. 18599 5000 3515 IN 2009, UEDA WAS ASKED BY THE CITY OF MILWAUKEE TO ASSIST IN CONVENING TAKE ROOT MILWAUKEE, ONE OF THE KEY RECOMMENDATIONS OF THE MILWAUKEE FORECLOSURE PARTNERSHIP INITIATIVE THAT WAS HELD IN 2008. UEDA HAS ASSISTED IN FACILITATING THE FORMATION OF TAKE ROOT MILWAUKEE, INCLUDING CONVENING THE MEMBERSHIP AND PARTICIPANTS, ESTABLISHING ITS PURPOSE AND STRUCTURE, AND SEEKING FUNDING TO SUPPORT ITS ACTIVITIES. 84809 5000 11115 187386 1 1 0 0 0 0 0 0 1 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 7 0 3 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X EWH SMALL BUSINESS ACCOUNTING SC 2627961040 20670 WATERTOWN RD STE 1040 WAUKESHA WI 531861874 TODD CLAUSEN PRESIDENT 1.00 X X 0 0 0 BARBARA MARKOFF VICE PRESIDENT 1.00 X X 0 0 0 PETER RICHARDSON TREASURER 1.00 X X 0 0 0 DOMINIQUE SAMARI SECRETARY 1.00 X X 0 0 0 STEVE ADAMS DIRECTOR 1.00 X 0 0 0 CHRISTOPHER BOSTON DIRECTOR 1.00 X 0 0 0 MARLENE CASTILLO DIRECTOR 1.00 X 0 0 0 ELIZABETH HUMMITZSCH DIRECTOR 1.00 X 0 0 0 MUTOPE JOHNSON DIRECTOR 1.00 X 0 0 0 GREG LAWLESS DIRECTOR 1.00 X 0 0 0 STEPHAN LESURE DIRECTOR 1.00 X 0 0 0 CLARISSA MANKUS DIRECTOR 1.00 X 0 0 0 JAN PIERCE DIRECTOR 1.00 X 0 0 0 KRISTI LUZAR EXECUTIVE DIRECTOR 40.00 X 59691 0 0 WILLIAM JOHNSON EXECUTIVE DIRECTOR 40.00 X 33143 0 0 92834 0 0 0 0 0 0 QTI HUMAN RESOURCES INC 4476 ROBERTSON RD MADISON WI 537143125 EMPLOYEE LEASING SERVICES 141956 1 20609 35115 166921 6110 222645 CONTRACTED SERVICES 611430 23077 23077 RENTAL INCOME 531120 16796 16796 MISCELLANEOUS REVENUE 611430 7253 7253 PROGRAM TUITION 611430 3100 3100 50226 52 52 4012 35115 14192 -10180 -10180 262743 50226 0 -10128 X 5000 5000 106512 63833 23742 18937 13050 13050 64439 55513 7217 1709 8820 8820 8919 7440 871 608 28869 23961 2887 2021 281 235 46 19926 19312 361 253 105 88 10 7 3137 2604 313 220 700 580 71 49 259758 187386 48568 23804 12997 12637 72634 79793 4974 3889 3357 671 12300 12195 210 105 1588 2300 95760 99395 6058 9391 2683 8741 9391 X -18330 -30950 105349 120954 87019 90004 95760 99395 2985 0 X 0 1 X 0 0 X 132259 198767 214699 215970 222645 984340 132259 198767 214699 215970 222645 984340 347020 637320 470 194 103 94 52 913 985253 308230 0.64690 0.61290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 6879 6879 0 5421 5316 105 105 280305 3370 3370 276935 -14192 -14192 262743 277320 3370 14192 17562 259758 0 259758 PART IV, LINE 2B: UEDA ACTS AS A FISCAL AGENT FOR AN ORGANIZATION WITH A SIMILAR MISSION THAT DOES NOT HAVE SUFFICIENT PERSONNEL OF THEIR OWN. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -14,192. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 14,192. CARNIVAL 39127 35115 4012 1540 6110 2250 4292 39127 35115 4012 1540 6110 2250 4292 14192 -10180 FORM 990, PART VI, SECTION B, LINE 11 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. 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. 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 40,800. MANAGEMENT AND GENERAL EXPENSES 5,209. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,009. EMPLOYEE LEASING SERVICES: PROGRAM SERVICE EXPENSES 14,713. MANAGEMENT AND GENERAL EXPENSES 2,008. FUNDRAISING EXPENSES 1,709. TOTAL EXPENSES 18,430.