2015-02-16T12:55:58-06:00 2014-06-30 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2013-07-01 391076125 WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY INC WEST 7152654271 PO BOX 308 525 SECOND STREET GLENWOOD CITY WI 54013 PETER KILDE EXECUTIVE DIRECTOR 7152654271 2015-02-10 1 JEAN CHRISTENSEN P00368719 6082741980 2015-02-10 2013 2016-02-25 16:41:14Z PETER KILDE PO BOX 308 525 SECOND STREET GLENWOOD CITY WI 54013 9055116 0 X WWW.WESTCAP.ORG X 1966 WI THE MISSION OF THE ORGANIZATION IS TO TAKE ACTION AGAINST POVERTY. 20 20 87 103 -90019 -90019 6988533 6599374 1526029 1600429 97706 100549 -107219 -151428 8505049 8148924 2984749 3143642 0 0 3183069 3103032 0 0 5542 2152331 2955313 8320149 9201987 184900 -1053063 15288739 15807808 4802005 5303446 10486734 10504362 X THE MISSION OF WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY, INC. IS TO TAKE ACTION AGAINST POVERTY BY DEVELOPING THE SOCIAL AND ECONOMIC ASSETS OF LOW-INCOME FAMILIES AND THEIR COMMUNITIES AND BY WORKING TO CREATE A MORE JUST AND SUSTAINABLE SOCIETY. 1 0 4180517 1129770 1581141 HOUSING:TO PROVIDE AFFORDABLE HOUSING AS WELL AS EMERGENCY AND HOUSING ASSISTANCE TO LOW INCOME INDIVIDUALS. ASSISTANCE SERVICES INCLUDE: HOMEBUYER, RENTAL, SECURITY DEPOSIT, UTILITY, MORTGAGE FORECLOSURE INTERVENTION, SECTION 8, FAMILY SELF-SUFFICIENCY, AND HOUSING COUNSELING. DURING THE YEAR, 2,717 PARTICIPANTS RECEIVED SERVICES THROUGH THIS PROGRAM. 3473361 1394722 0 WEATHERIZATION/ENERGY ASSISTANCE:PROVIDE RESIDENTAL REHABILITATION AND ENERGY CONSERVATION SERVICES TO LOW INCOME HOUSEHOLDS TO REDUCE UTILITY BILLS AND ENHANCE COMMUNITY SUSTAINABILITY BY USING FEWER RESOURCES. DURING THE YEAR, 4,925 PARTICIPANTS RECEIVED SERVICES THROUGH THIS PROGRAM. 709142 606222 8010 FOOD PROGRAMS:TO PROVIDE FOOD SECURITY SERVICES TO LOW INCOME INDIVIDUALS. DURING THE YEAR, 3,168 PARTICIPANTS RECEIVED SERVICES THROUGH THIS PROGRAM. 104875 12928 -53219 COMMUNITY AND OTHER PROGRAMS: TO PROVIDE SERVICES TO LOW INCOME PARTICIPANTS IN THE WEST CENTRAL WISCONSIN REGION. SOME EXAMPLES WOULD BE HOUSING AND URBAN DEVELOPMENT SECTION 8 PROGRAM FOR DUNN COUNTY, SCHOOL SUPPLY PROGRAM, HOLIDAY GIFT PROGRAM, AND WOODLOT. THESE PROGRAMS SERVED 1,674 CLIENTS.ADULT EDUCATION: TO PROVIDE SERVICES THAT ENHANCE THE EDUCATION AND SKILL LEVELS OF LOW INCOME ADULTS AND INCREASE THEIR ABILITY TO OBTAIN JOBS PROVIDING LIVING WAGES AND BENEFITS. THESE PROGRAMS INCREASE ADULT LITERACY AND SKILLS ENHANCEMENT. SERVICES WERE PROVIDED TO 164 CLIENTS.TRANSPORTATION PROGRAMS: TO PROVIDE TRANSPORTATION SERVICES TO LOW INCOME PARTICIPANTS IN THE WEST WISCONSIN REGIONS BY ASSISTING ELIGIBLE FAMILIES IN BUYING RELIABLE CARS FOR WORK OR EMPLOYMENT TRAINING. DURING THE YEAR, 74 PARTICIPANTS RECEIVED SERVICES THROUGH THIS PROGRAM.THE EXPENSES, GRANTS AND REVENUE FOR COMMUNITY AND OTHER PROGRAMS, ADULT EDUCATION AND TRANPORATION PROGRAMS IS SUMMARIZED BELOW. 104875 12928 -53219 8467895 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 263 0 87 1 1 1 0 0 0 0 0 0 0 0 1 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 WI X LISA SMITH 7152654271 PO BOX 308 525 SECOND STREET GLENWOOD CITY WI 54013 SANDRA BAUER BOARD MEMBER 1.00 1.00 X 60 0 0 KELLY CAIN BOARD MEMBER 1.00 1.00 X 240 0 0 DONNA CORDES BOARD MEMBER 1.00 1.00 X 0 0 0 ELWIN FEDIE BOARD MEMBER (THRU MAY) 1.00 1.00 X 0 0 0 EDNA FORREST BOARD MEMBER 1.00 1.00 X 330 0 0 DAWN HEMM BOARD MEMBER 1.00 1.00 X 210 0 0 CLAYTON HENSCHKE BOARD MEMBER 1.00 1.00 X 0 0 0 MYRTLE HERBST BOARD MEMBER 1.00 1.00 X 240 0 0 BILL INGRAM BOARD MEMBER 1.00 1.00 X 0 0 0 MARY MAIER-ABEL BOARD MEMBER (THRU MAY) 1.00 1.00 X 60 0 0 DAVE OSTNESS BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID PETERSON BOARD MEMBER 1.00 1.00 X 60 0 0 GLEN SIKORSKI BOARD MEMBER 1.00 1.00 X 0 0 0 SHEILA STORI BOARD MEMBER 1.00 1.00 X 0 0 0 CINDY THOMAS BOARD MEMBER 1.00 1.00 X 240 0 0 MARY VAN NORMAN BOARD MEMBER 1.00 1.00 X 300 0 0 PHILIP VERGES BOARD MEMBER 1.00 1.00 X 270 0 0 RUTH WOOD BOARD MEMBER 1.00 1.00 X 0 0 0 TOM ETMUND TREASURER 1.00 1.00 X X 0 0 0 TODD GROAT SECRETARY 1.00 1.00 X X 0 0 0 LARRY JEPSEN VICE PRESIDENT 1.00 1.00 X X 0 0 0 PAUL STREIF PRESIDENT 1.00 1.00 X X 0 0 0 PETER KILDE EXECUTIVE DIRECTOR 40.00 1.00 X 104883 0 15886 LISA SMITH FINANCE DIRECTOR 40.00 1.00 X 59544 0 10400 166437 0 26286 1 0 0 0 COREY SIMONSON DBA FABULOUS HEATING & PO BOX 1064 CHIPPEWA FALLS WI 54729 CONTRACTOR 496520 VALLEY MECHANICAL LLC N9446 COUNTY RD Q DOWNING WI 54734 CONTRACTOR 148141 2 12807 6467534 119033 575663 6599374 RENTAL REVENUE 531110 1174974 1174974 RENTAL PROPERTY MANAGEMENT 531120 232606 232606 HOUSING AUTHORITY ADMINISTRATION 531110 92638 92638 HOUSING SUPPORT REVENUE 531110 66268 66268 TRANSPORTATION REVENUE 441100 19288 19288 14655 14655 1600429 94546 94546 23291 27621 -4330 -4330 -3894 -436 26178 20175 6003 6003 6003 699764 858396 -158632 -72507 -86125 FARMERS MARKET FEES 900099 8010 8010 3524 3524 11534 8148924 1535932 -90019 103637 3143642 3143642 210233 210233 2212927 1894737 313197 4993 28442 24138 4258 46 370030 332852 37122 56 281400 236802 44151 447 13783 7505 6278 49224 45484 3740 105163 99883 5280 11761 11761 125009 105337 19672 36028 25139 10889 656036 634006 22030 193180 171756 21424 16495 10312 6183 165036 165036 408210 395388 12822 83921 80187 3734 BAD DEBT 926701 926701 REPAIRS AND MAINTANENCE 38683 38390 293 126083 118839 7244 9201987 8467895 728550 5542 675615 659407 479330 494574 160307 213341 178314 213716 202306 200199 286923 354481 18542 41353 11067407 3340201 6464521 7727206 145013 168710 839434 781106 5838434 4953715 15288739 15807808 457850 422259 375529 331478 812880 791409 2980459 3555181 175287 203119 4802005 5303446 X 2648049 2716599 7838685 7787763 10486734 10504362 15288739 15807808 X -1053063 22542 1048149 X 0 1 X 0 1 1 X 11090266 11117267 8226369 6988533 6599374 44021809 11090266 11117267 8226369 6988533 6599374 44021809 44021809 88034 101125 106087 90090 97574 482910 44504719 9976466 0.98910 0.98930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3391 3391 0 PART II-B, LINE 1: A PERCENTAGE OF THE ORGANIZATION'S MEMBERSHIP DUES TO WISCONSIN COMMUNITY ACTION PROGRAM ASSOCIATION (WISCAP) IS FOR LOBBYING EXPENSES. WISCAP WORKS TO BRING ABOUT ECONOMIC SELF-SUFFICIENCY FOR THE STATE'S LOW-INCOME HOUSEHOLDS THROUGH STRENGTHENING POLICY, RESOURCE MOBILIZATION, TRAINING AND DEVELOPMENT, AND ADVOCACY EFFORTS. 1036749 1036749 9377651 2810064 6567587 608162 530137 78025 44845 44845 7727206 DEFERRED DEVELOPMENT FEES 346534 FINANCING FEES, NET 12932 INVESTMENT IN AND ADVANCES TO LIMITED PARTNERSHIPS 4562481 CONSTRUCTION IN PROGRESS 31768 4953715 CAPITAL LEASE PAYABLE 31984 INVENTORY ADVANCE 28850 SECURITY DEPOSITS 66316 OTHER LIABILITIES 75969 203119 X 10105632 22542 1048149 1070691 9034941 -886017 -886017 8148924 10088004 886017 886017 9201987 0 9201987 PART X, LINE 2: THE ORGANIZATIONS ARE REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATIONS HAVE DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR THE YEARS ENDED JUNE 30, 2011, AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN IN INVESTMENT RELATED TO COLFAX LP ACQUISITION 62,002. CHANGE IN VALUE OF INVESTMENTS 986,147. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -620,007. RENTAL EXPENSES -27,621. OVERHEAD EXPENSE -238,389. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 620,007. RENTAL EXPENSES 27,621. OVERHEAD EXPENSE 238,389. 1 WEATHERIZATION/ENERGY ASSISTANCE 4925 1394722 HOUSING ASSISTANCE 2717 1129770 FOOD ASSISTANCE AND FAMILY TABLE 3168 46215 560007 STATE VALUATION COMMODITY FOOD LITERACY SKILLS, BACK TO SCHOOL, ASSISTANCE FOR BOOKS, TUITION, DAY CARE, TRANSPORTATION, SCHOOL SUPPLIES, HOLIDAY GIFT PROGRAM AND MANAGEMENT OF DUNN COUNTY HOUSING AUTHORITIES SECTION 8 PROGRAM. 1912 12928 PART I, LINE 2: THE ORGANIZATION MONITORS THE ASSISTANCE PROVIDED TO PARTICIPANTS THROUGH AN APPLICATION PROCESS AND FOLLOW UP WITH PARTICIPANTS. THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH COMPLIANCE WITH FUNDING SOURCE REGULATIONS. A COMMUNITY DEVELOPMENT AUTHORITY OF THE VILLAGE OF HAMMOND WI 300510627 2008-11-13 875000 PAY A PORTION OF THE COSTS TO CONSTRUCT AND EQUIP A 12 UNIT RENTAL PROPERTY 0 0 0 A 83591 875000 17500 857500 2009 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 A 0 1 0 0 1 0 0 0 1 A 1 FORM 990, SCHEDULE K, PART IV: THE REVENUE BONDS FINANCED THE CONSTRUCTION OF A HOUSING PROJECT ALONG WITH FEDERAL FUNDING. THE FEDERAL FUNDING REQUIRES ANNUAL COMPLIANCE REPORTING TO ENSURE THAT THE PROJECT CONTINUES TO MEET THE REQUIRED USE. X 25 13675 SALE COMPARABLE PROP X 1 560007 STATE VALUATION X EQUIP/SUPPLIE 55 1981 COST OF DONATED PROP 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION TRACKS THE NUMBER OF CONTRIBUTIONS AS THEY RECEIVE THEM. FORM 990, PART III, LINE 2 THE ORGANIZATION RECEIVED A SUBCONTRACT TO ADMINISTER THE FUEL ASSISTANCE PROGRAM FOR ST. CROIX COUNTY. ADDITIONALLY, THE ORGANIZATION RECEIVED CONTRACTS TO PROVIDE SUPPORTIVE HOUSING, RAPID REHOUSING, EMERGENCY SHELTER GRANT, HOMELESS PREVENTION PROGRAM, AND TRANSITIONAL HOUSING PROGRAM IN CHIPPEWA COUNTY. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE REVIEWS IN DETAIL THE 990 AND REPORTS TO THE FULL BOARD WITH A COPY OF THE RETURN GIVEN TO EACH BOARD MEMBER. THE FULL BOARD THEN APPROVES THE RETURN BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE FORMS ARE ANNUALLY DISTRIBUTED TO MEMBERS OF THE BOARD TO RE-SIGN OR FOR NEW MEMBERS TO SIGN AT NEW BOARD MEMBER ORIENTATION. IF THERE ARE CONFLICTS THE COMMITTEE WILL REVIEW AND MAKE DECISIONS. ANY INDIVIDUAL WITH A PERCEIVED OR ACTUAL CONFLICT OF INTEREST IS RECUSED FROM DISCUSSION AND VOTING ON THE MATTER TO WHICH THE CONFLICT RELATES. FORM 990, PART VI, SECTION B, LINE 15 TRIANNUALLY THE ORGANIZATION REVIEWS ALL STAFF COMPENSATION BY CONDUCTING A MARKET SALARY SURVEY PRIMARILY WITH OTHER COMMUNITY ACTION AGENCIES. THE LAST STUDY WAS COMPLETED IN 2012. THE ORGANIZATION HAS ALSO CONDUCTED INDEPENDENT SALARY RESEARCH THROUGH THE JOBNET, GUIDESTAR, AND OTHER SALARY WEBSITES, OR BY CONTACTING ORGANIZATIONS THAT DO A SIMILAR TYPE OF WORK. THE ORGANIZATION'S BOARD OF DIRECTORS APPROVES ALL COMPENSATION CHANGES FOR THE EXECUTIVE DIRECTOR POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: GAIN IN INVESTMENT RELATED TO COLFAX LP ACQUISTION 62,002. CHANGE IN VALUE OF INVESTMENTS 986,147. WEST CAP HAVENWOOD LLC 525 SECOND STREET GLENWOOD CITY WI 54013 LOW INCOME HOUSING PROJECT WI 150342 75 WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY INC WEST CAP MANAGER LLC 525 SECOND STREET GLENWOOD CITY WI 54013 LOW INCOME HOUSING PROJECT WI 0 -100 WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY INC WEST CAP PROPERTY MANAGER LLC 525 SECOND STREET GLENWOOD CITY WI 54013 LOW INCOME HOUSING PROJECT WI 206150 24287 WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY INC SUSTAINABLE BUILDERS LLC 525 SECOND STREET GLENWOOD CITY WI 54013 DEVELOP HOUSING & REAL ESTATE PROJECTS WI 0 -200 WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY INC WEST CAP SANTA CLARA LLC 525 SECOND STREET GLENWOOD CITY WI 54013 LOW INCOME HOUSING PROJECT WI 305582 1396987 WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY INC WEST CAP SUNRISE MEADOWS LLC 525 SECOND STREET GLENWOOD CITY WI 54013 LOW INCOME HOUSING PROJECT WI 792413 1036363 WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY INC SUNRISE MEADOWS LP 525 SECOND STREET GLENWOOD CITY WI 54013 LOW INCOME HOUSING PROJECT WI 80 104 WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY INC WEST CAP COLFAX PRAIRIE HOMES LLC 525 SECOND STREET GLENWOOD CITY WI 54013 LOW INCOME HOUSING PROJECT WI 322065 683844 WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY INC COLFAX PRAIRIE HOMES LP 525 SECOND STREET GLENWOOD CITY WI 54013 LOW INCOME HOUSING PROJECT WI 3253 6907 WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY INC CHIPPEWA MANAGER LLC 7201 WALKER STREET STE 20 ST LOUIS PARK MN 55426 273797890 LOW INCOME HOUSING PROJECT WI WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY INC RELATED -7 1 0 0 0.51000 CHIPPEWA SENIOR APARTMENTS LLC 7201 WALKER STREET STE 20 ST LOUIS PARK MN 55426 411981211 LOW INCOME HOUSING PROJECT WI N/A RELATED -4 661865 0 0 0.00010 ELLSWORTH TOWNHOMES LLC 525 SECOND STREET GLENWOOD CITY WI 54013 392029650 LOW INCOME HOUSING PROJECT WI N/A RELATED -11 835697 0 1 0.00010 ST CROIX FALLS TOWNHOMES LLC 525 SECOND STREET GLENWOOD CITY WI 54013 760743815 LOW INCOME HOUSING PROJECT WI N/A RELATED -15 1470748 0 1 0.00010 SUNRISE MEADOW II LLC 525 SECOND STREET GLENWOOD CITY WI 54013 342057283 LOW INCOME HOUSING PROJECT WI N/A RELATED -12 859071 0 1 0.00010 WEST CAP DEVELOPER LLC 525 SECOND STREET GLENWOOD CITY WI 54013 141955785 LOW INCOME HOUSING PROJECT WI WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY INC RELATED -325 425 0 1 0.99000 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 FORM 990, SCHEDULE R, PART V: WEST CAP DEVELOPER LLC IS CONTROLLED BY WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY, INC., HOWEVER THERE WERE NO RENTS, ROYALTIES, INTEREST, OR ANNUITIES PAID TO WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY.