2025-11-17T09:25:56-06:00 2024-12-31 391210538 SCRIBNER COHEN AND COMPANY SC 756 NORTH MILWAUKEE ST 300 MILWAUKEE WI 53202 990 2024-01-01 391893799 URBAN ECONOMIC DEVELOPMENT ASSOCIATION OF WISCONSIN INC URBA 4145629904 1915 N MARTIN LUTHER KING JR DR 26 MILWAUKEE WI 53212 KRISTI LUZAR EXECUTIVE DIRECTOR 4145629904 2025-11-14 1 1 KELLY K MILLER CPA P00562808 4142711700 2025-11-12 2024 2025-03-06 01:10:19Z KRISTI LUZAR 1915 N MARTIN LUTHER KING JR DR 260 MILWAUKEE WI 53212 855480 0 X WWW.UEDAWI.ORG X 1997 WI UEDA IS A MEMBERSHIP ASSOCIATION DEDICATED TO THE PROFESSIONAL DEVELOPMENT OF INDIVIDUALS AND GROUPS. 8 8 0 84 0 0 429704 831706 6942 5750 975 6803 -9711 -10792 427910 833467 14715 5120 0 0 338024 348185 0 0 18118 332991 333174 685730 686479 -257820 146988 247648 396608 35324 37296 212324 359312 X UEDA IS A MEMBERSHIP ASSOCIATION DEDICATED TO THE PROFESIONAL DEVELOPMENT OF INDIVIDUALS AND GROUPS WORKING IN ECONOMIC AND COMMUNITY DEVELOMPENT IN WISCONSIN. UEDA'S WORK HAS FOCUSED PRIMARILY ON HOUSING DEVELOPMENT, ECONOMIC DEVELOPMENT AND JOB CREATION. 0 0 190060 TECHNICAL ASSISTANCE: UEDA RECEIVES U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) FUNDS FROM THE CITY OF MILWAUKEE. PROJECTS INCLUDE COMMUNITY PLANNING/OUTREACH, POLICY AND PROGRAM REVIEW, DATA ANALYSIS, AGENCY TRAINING, AND ORGANIZATIONAL PROJECTS TO STRENGTHEN THE OPERATIONS OF OTHER CDBG-FUNDED AGENCIES (I.E. FINANCIAL MANAGEMENT, STRATEGIC PLANNING, GOVERNANCE, EVALUATION, TECHNOLOGY) AND SUPPORT GOALS RELATED TO AFFORDABLE HOUSING AND LOW-INCOME COMMUNITIES. 149693 CAPACITY BUILDING & MEMBERSHIP: UEDA PROVIDES INFORMATION, RESOURCES, AND NETWORKING OPPORTUNITIES TO ITS MEMBERS AND PARTNERS. WE KEEP THEM INFORMED ON ISSUES SUCH AS AFFORDABLE HOUSING, NEIGHBORHOOD REVITALIZATION, REAL ESTATE, ECONOMIC INCLUSION, FINANCIAL SERVICES, REGULATIONS, WORKFORCE DEVELOPMENT, REGIONAL TRANSPORTATION, AND SMALL BUSINESS SUPPORT. INCLUDES EVENTS, MONTHLY NEWSLETTER, TRAINING/EDUCATION, AFFINITY GROUPS (NONPROFIT LIFT, FINANCIAL HEALTH COUNSELORS), COMMITTEE SERVICE, AND SOCIAL MEDIA ENGAGEMENT. 117702 FINANCIAL EMPOWERMENT: UEDA HOSTS THE BANK ON GREATER MILWAUKEE COALITION, PART OF A NATIONAL NETWORK THAT CONNECTS PEOPLE TO SAFE AND AFFORDABLE FINANCIAL PRODUCTS AND SERVICES. THIS CROSS-SECTOR INITIATIVE IS A COLLABORATION BETWEEN FINANCIAL INSTITUTIONS, COMMUNITY-BASED ORGANIZATIONS AND LOCAL GOVERNMENT TO ENSURE THAT ALL RESIDENTS HAVE THE OPPORTUNITY TO BE FINANCIALLY HEALTHY AND HAVE ACCESS TO RESOURCES THEY CAN TRUST. 163109 5120 5750 TAKE ROOT MILWAUKEE: UEDA HELPED LAUNCH THIS PROGRAM IN 2010, WHICH WORKS IN PARTNERSHIP WITH THE CITY OF MILWAUKEE, FREDDIE MAC AND 55+ MEMBERS TO PROMOTE SUSTAINABLE HOMEOWNERSHIP RESOURCES AND STRONG NEIGHBORHOODS. ACTIVITIES INCLUDE PROGRAM ADMINISTRATION, EVENT COORDINATION, PROMOTION OF HOMEOWNERSHIP EDUCATION SERVICES, CONNECTING CONSUMERS TO HOMEBUYING AND HOME REPAIR AND RESOURCES, AND WORKING TO MITIGATGE THE IMPACT OF FORECLOSURES ON NEIGHBORHOODS.CONTRACTED SERVICES - UEDA OFFERS STRATEGIC PLANNING, EVENT COORDINATION, COMMUNITY OUTREACH, EVALUATION/RESEARCH, FISCAL SPONSORSHIP, ETC. AS A FEE-FOR-SERVICE TO MEMBERS AND OTHER COMMUNITY PARTNERS. PAST PROJECTS HAVE INCLUDED WORK WITH THE SOUTHEASTERN WISCONSIN REGIONAL PLANNING COMMISSION (SEWRPC), METCALFE PARK COMMUNITY BRIDGES, UPSTART KITCHEN, WI STUDENT LOAN DEBT COALITION, MAKING CONNECTIONS MILWAUKEE, MILWAUKEE BUSINESS IMPROVEMENT DISTRICT (BID) COUNCIL, AND THE HISTORIC KING DRIVE BIDEVENTS AND WORKSHOPS - UEDA COORDINATES AND/OR HOSTS EVENTS SUCH AS THE EMERGING TOPICS SERIES, 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 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. 163109 5120 5750 620564 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 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 23 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 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 53188 SHERRI JORDAN PRESIDENT 1.00 X X 0 0 0 BARBARA MARKOFF VICE PRESIDENT 1.00 X X 0 0 0 GISELA ORTEGA SECRETARY 1.00 X X 0 0 0 PETER RICHARDSON TREASURER 1.00 X X 0 0 0 VAUGHN BAKER DIRECTOR 1.00 X 0 0 0 DARRYL JACKSON DIRECTOR 1.00 X 0 0 0 NIKKI PAYNE DIRECTOR 1.00 X 0 0 0 MIKE WARD DIRECTOR 1.00 X 0 0 0 KRISTI LUZAR EXEUCTIVE DIRECTOR 40.00 X 70928 0 16960 70928 0 16960 0 0 0 0 SUSTAINABLEHR RECRUITING LLC 1001 FOURIER DR SUITE 202 MADISON WI 53717 EMPLOYEE LEASING SERVICES 283463 1 45046 41006 173904 571750 831706 CONTRACTED SERVICES 611430 5750 5750 5750 6803 6803 11221 41006 22013 -10792 -10792 833467 5750 0 -3989 X 5120 5120 99156 83042 11781 4333 209502 176558 23678 9266 15743 13184 1871 688 23784 19919 2826 1039 242841 237180 4139 1522 518 468 50 15642 14839 587 216 13125 11301 1333 491 2851 2851 50551 49395 845 311 3500 2941 409 150 MISCELLANEOUS 4146 3766 278 102 686479 620564 47797 18118 3394 16485 160065 247556 70443 119042 5475 2600 720 4928 7136 7136 0 0 7551 5997 247648 396608 29123 32649 6201 4647 35324 37296 X 11999 48300 200325 311012 212324 359312 247648 396608 146988 0 X 1 X 0 1 0 X 578749 622549 653056 429704 831706 3115764 578749 622549 653056 429704 831706 3115764 672404 2443360 60 19 24 975 6803 7881 3123645 0.78220 0.85100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4225 4225 0 2911 2911 0 0 LEASE LIABILITY 4647 4647 CARNIVAL EVENT 52227 41006 11221 6027 15986 52227 41006 11221 6027 15986 22013 -10792 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 237,180. MANAGEMENT AND GENERAL EXPENSES 4,139. FUNDRAISING EXPENSES 1,522. TOTAL EXPENSES 242,841.