2025-03-18T08:47:00-05:00 2023-12-31 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2023-01-01 391053511 SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC SOUT 6089352326 149 NORTH IOWA STREET DODGEVILLE WI 53533 BRETT WHITE EXECUTIVE DIRECTOR 6089352326 2025-03-14 1 1 QUINN DUGAN P02267768 6082741980 2025-03-14 2023 2025-03-06 01:10:19Z X BRETT WHITE 149 NORTH IOWA STREET DODGEVILLE WI 53533 15152770 0 X WWW.SWCAP.ORG X 1966 WI WE WORK TO MITIGATE THE CAUSES AND CONDITIONS OF POVERTY IN SOUTHWESTERN WISCONSIN, BUILDING RESILIENCE AND SELF-SUFFICIENCY BY PROVIDING SUPPORTIVE SERVICES AND PROGRAMS, AND BY COLLABORATING WITH PARTNERS. 13 13 195 460 0 0 12395949 12816779 2551178 2175895 16831 38325 0 121771 14963958 15152770 3059371 2137434 0 0 7555719 6948929 0 0 41928 4075840 5263636 14690930 14349999 273028 802771 16820414 19094157 9678357 10490951 7142057 8603206 X WE WORK TO MITIGATE THE CAUSES AND CONDITIONS OF POVERTY IN SOUTHWESTERN WISCONSIN, BUILDING RESILIENCE AND SELF-SUFFICIENCY BY PROVIDING SUPPORTIVE SERVICES AND PROGRAMS, AND BY COLLABORATING WITH PARTNERS. 0 0 4499570 60810 0 CHILD EDUCATION -IN COLLABORATION WITH COMMUNITY SERVICE AGENCIES, PROVIDES EXPECTANT PARENTS AND FAMILIES WITH CHILDREN AGES BIRTH THROUGH FIVE, OPPORTUNITIES FOR CHILD DEVELOPMENT EDUCATION, HEALTH AND NUTRITION SERVICES, PARENT AND PROGRAM PARTNERSHIPS, AND FAMILY SUPPORT, RESOURCE AND REFERRAL IN AN EFFORT TO PROMOTE SCHOOL READINESS, POSITIVE PARENT-CHILD INTERACTIONS, SELF-SUFFICIENCY, AND HEALTHY LIFESTYLES. PARENT INVOLVEMENT IS ESSENTIAL IN ALL ASPECTS OF THESE PROGRAMS. THE FAMILY'S SUCCESS IN THE PROGRAM IS DEPENDENT UPON PARENT PARTICIPATION. IN 2023, 324 CHILDREN WERE ENROLLED, 124 CHILDREN COMPLETED AGE-APPROPRIATE HEALTH EXAMS, 123 CHILDREN COMPLETED DENTAL EXAMS AND 324 CHILDREN WERE SCREENED FOR DEVELOPMENTAL DELAYS. 3210449 0 146876 IN COLLABORATION WITH COMMUNITY PARTNERS, SWCAP HEALTH PROGRAMS PROVIDE SERVICES THAT ENSURE LOW-INCOME INDIVIDUALS AND FAMILIES ARE ABLE TO MEET THEIR BASIC NEEDS RELATED TO PHYSICAL, MENTAL, AND BEHAVIORAL HEALTH. THE HEALTH PROGRAMS RECOGNIZE THE CHALLENGE SOCIAL DETERMINANTS OF HEALTH CREATE FOR PEOPLE IN POVERTY, AND WORK TO ELIMINATE BARRIER FOR INDIVIDUALS AND FAMILIES. FOOD SECURITY AND ADEQUATE MEDICAL CARE ASSIST INDIVIDUALS AND FAMILIES IN THEIR QUEST FOR SOCIAL AND ECONOMIC MOBILITY AS THEY WORK TO BECOME SELF-SUFFICIENT. 2926493 822572 933490 SUPPORTIVE HOUSING AND HOUSEHOLD STABILITY PROVIDE ASSISTANCE TO PEOPLE IN OUR AREA FACING HOUSING CHALLENGES INCLUDING EVICTION ASSISTANCE, HOTEL VOUCHERS, AND FINDING PERMANENT HOUSING. AFFORDABLE HOUSING WORKS WITH INDIVIDUALS WHO ARE LOOKING TO PURCHASE THEIR FIRST HOME, PROVIDING COMPREHENSIVE HOME PURCHASE AND MORTGAGE APPLICATION COUNSELING AND DOWN PAYMENT ASSISTANCE. MORTGAGE ASSISTANCE OFFERS ASSISTANCE TO HOMEOWNERS FACING FINANCIAL DIFFICULTIES HELPING WITH MORTGAGE PAYMENTS, PROPERTY TAXES, AND UTILITIES. INFILL HOUSING WILL BE BUILDING AFFORDABLE HOMES THROUGHOUT THE REGION TO SUPPORT WORKFORCE HOUSING DEVELOPMENT PROPERTY TAX GROWTH, AND HOMEOWNERSHIP THROUGHOUT SOUTHWEST WISCONSIN. 1449397 783492 166302 WEATHERIZATION/ENERGY ASSISTANCE -PROVIDES WEATHERIZATION AND ENERGY ASSISTANCE TO REDUCE ENERGY COSTS FOR LOW-INCOME FAMILIES, PARTICULARLY THE ELDERLY, PEOPLE WITH DISABILITIES AND CHILDREN, BY IMPROVING THE ENERGY EFFICIENCY OF THEIR HOMES WHILE ENSURING THEIR HEALTH AND SAFETY. OUR SERVICES INCLUDE INSULATING ATTICS AND SIDEWALLS TO REDUCE AIR LEAKAGE, INSULATING ORREPLACING WATER HEATERS, REPAIRING OR REPLACING FURNACES, REPLACING REFRIGERATORS, INSTALLING ENERGY-EFFICIENT LIGHTING, AND PERFORMING HEALTH AND SAFETY INSPECTIONS. IN 2023, 480 HOUSEHOLDS WERE WEATHERIZED AND 482 HOUSEHOLDS SERVED WITH HOME REPAIR INCLUDING EMERGENCY FURNACES. 1158939 470560 929227 COMMUNITY SERVICES -COMMUNITY SERVICES MATCHES INCOME-QUALIFYING PEOPLE WITH AVAILABLE SERVICES; PROVIDES EMERGENCY FOOD AND ASSISTANCE FOR HOMELESS AND NEAR HOMELESS; ASSURES ADEQUATE SUPPLY OF FOOD FOR THOSE IN NEED. IN 2023, 8,782 INDIVIDUALS WERE SERVED THROUGH COMMUNITY SERVICES PROGRAMS. 2608336 1254052 1095529 13244848 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 87 0 195 1 0 0 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 LIANI MCCARTHY 6089352326 149 NORTH IOWA STREET DODGEVILLE WI 53533 CAROL BEALS CHAIRPERSON 1.00 X X 0 0 0 KRISS MARION VICE CHAIR 1.00 X X 0 0 0 RICK ROLFSMEYER TREASURER/SECRETARY 1.00 X X 0 0 0 JOHN BEINBORN BOARD MEMBER 1.00 X 0 0 0 MARTHA BOYER BOARD MEMBER 1.00 X 0 0 0 MIKE FURGAL BOARD MEMBER 1.00 X 0 0 0 RICHARD GLEASON BOARD MEMBER (THRU 02/23) 1.00 X 0 0 0 TIFFANY HELMKE BOARD MEMBER 1.00 X 0 0 0 ROBERT LAESER BOARD MEMBER 1.00 X 0 0 0 IONE MEOSKA BOARD MEMBER 1.00 X 0 0 0 DONNA PETERSON BOARD MEMBER 1.00 X 0 0 0 BEVERLY PITTMAN-BURNS BOARD MEMBER (THRU 03/23) 1.00 X 0 0 0 MEGAN READING BOARD MEMBER (THRU 03/23) 1.00 X 0 0 0 BRANDON SNYDER BOARD MEMBER (THRU 03/23) 1.00 X 0 0 0 VICTORIA SOLOMON BOARD MEMBER (THRU 02/23) 1.00 X 0 0 0 DAVID TURK BOARD MEMBER 1.00 X 0 0 0 TIFFANY WEBSTER BOARD MEMBER 1.00 X 0 0 0 MICHAEL WINDLE BOARD MEMBER 1.00 X 0 0 0 BRETT WHITE EXECUTIVE DIRECTOR 40.00 X 105047 0 3364 WALTER ORZECHOWSKI EXECUTIVE DIRECTOR (THRU 01/23) 40.00 X 36211 0 17457 141258 0 20821 1 0 0 0 WEGNER CPAS 2921 LANDMARK PLACE SUITE 300 MADISON WI 53713 OUTSOURCED ACCOUNTING/IMPLEMENTATION 228998 SNUG AS A BUG 202 W TROY ST CUBA CITY WI 53807 CONTRACT THROUGH HEAD START 195487 NEWCAP INC 1201 MAIN STREET OCONTO WI 54153 WETAP 134164 CAP SERVICES INC 2900 HOOVER RD STE A STEVENS POINT WI 54481 WETAP 110739 4 11870188 946591 431993 12816779 RENTAL INCOME 900099 933490 933490 TRANSPORTATION SERVICES 624200 929227 929227 PROGRAM REVENUE 531390 166302 166302 PATIENT SERVICES 621400 146876 146876 2175895 38325 38325 LOAN FORGIVENESS 900099 110000 110000 11771 11771 121771 15152770 2175895 0 160096 470229 470229 1667205 1667205 162079 162079 5232102 4837960 361405 32737 98628 91160 6884 584 966192 897240 63203 5749 489928 446045 41025 2858 15244 15244 16600 16600 6064 6064 1100810 962168 138642 56656 56656 904188 896985 7203 648454 624333 24121 581240 547143 34097 479923 402060 77863 196700 189940 6760 REPAIRS AND MAINTENANCE 424046 420447 3599 TELECOMMUNICATIONS 289049 264057 24992 544662 471220 73442 14349999 13244848 1063223 41928 1546039 2091425 2308445 1783023 1604820 2185115 158335 185360 369303 369303 250691 282042 79800 183713 9852563 4033415 4328722 5819148 4163959 4372290 2010300 1822738 16820414 19094157 1265467 1500923 230346 519056 4426597 4596027 3755947 3874945 9678357 10490951 X 3779239 5625779 3362818 2977427 7142057 8603206 16820414 19094157 X 802771 714238 -55860 X 0 1 X 1 1 1 X 8664908 10331494 10917049 12395949 12816779 55126179 8664908 10331494 10917049 12395949 12816779 55126179 55126179 5509 4503 15119 16831 38325 80287 121771 121771 55328237 11052452 0.99630 0.99900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 6064 6064 0 PART II-B, LINE 1: MEMBERSHIP DUES ARE PAID TO WISCONSIN COMMUNITY ACTION PROGRAM ASSOCIATION WHO LOBBIES ON THE ORGANIZATION'S BEHALF AND PERFORMS GRASSROOTS LOBBYING. THE ORGANIZATION ADVOCATES AND EDUCATES LEGISLATORS ON THE IMPORTANT ISSUES SURROUNDING THE CAUSES AND REMEDIES TO POVERTY IN THE STATE. 651817 651817 6378202 2078478 4299724 2595075 1954937 640138 227469 227469 5819148 LOANS RECEIVABLE 4372290 C 4372290 LEASE RECEIVABLE 1659618 OPERATING LEASE RIGHT OF USE ASSET 163120 1822738 TENANT'S SECURITY DEPOSIT 30618 REVOLVING LOAN PAYABLE 3716473 LOAN PROCEEDS TO STATE 127854 3874945 X 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. 1 NEWCAP INC 1201 MAIN STREET OCONTO WI 54153 391050492 501(C)(3) 91354 0 SEC 5311 MAP 21 FUNDING CAP SERVICES INC 2900 HOOVER ROAD STEVENS POINT WI 54481 391080897 501(C)(3) 158537 0 SEC 5311 MAP 21 FUNDING CENTRAL WISCONSIN COMMUNITY ACTION COUNCIL INC 1000 HIGHWAY 13 WISCONSIN DELLS WI 53965 391051779 501(C)(3) 107610 0 SEC 5311 MAP 21 FUNDING FORWARD CAREERS 327 E BROADWAY WAUKESHA WI 53186 391657328 501(C)(3) 112728 0 SEC 5311 MAP 21 FUNDING 4 0 WEATHERIZATION MATERIALS 511 783802 COST WEATHERIZATION MATERIALS FOR HOME IMPROVEMENTS BENEFICIARY ASSISTANCE INCLUDING FOOD, TRANSPORTATION, STIPENDS FOR SENIORS, DENTAL, AND HOUSING ASSISTANCE. 9318 451410 COMMODITY FOOD 7265 431993 STATE OF WI FOOD DISTRIBUTED TO LOW-INCOME FAMILIES PART I, LINE 2: PROGRAM PERSONNEL WORK CLOSELY WITH THE ORGANIZATION'S CLIENTS AND MONITOR THE CLIENTS' NEEDS FOR AND USE OF FUNDS. ALL REQUESTS FOR ASSISTANCE ARE REVIEWED AND APPROVED BY THE PROGRAM AND ACCOUNTING PERSONNEL BEFORE FUNDS ARE DISBURSED. THE ORGANIZATION'S ACCOUNTING PERSONNEL REVIEW VARIOUS FINANCIAL REPORTS TO ENSURE THAT FUNDS DISBURSED ARE FOR ALLOWABLE COSTS. X 1 431993 STATE OF WI VALUE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. THE SIGNED STATEMENTS ARE KEPT AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE BOARD MEMBERS EACH YEAR. THEY USE OTHER CAP AGENCIES DATA ALONG WITH A NON-PROFIT SALARY SURVEY TO DETERMINE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN ACCOUNTING POLICY -55,860. FORM 990 PAGE 1 BOX B - AMENDED RETURN THE RETURN IS BEING AMENDED DUE TO THE COMPLETION OF THE AUDIT. CHANGES HAVE BEEN MADE TO THE FOLLOWING SECTIONS: FORM 990: PART I, PART III, PART IV, PART VIII, PART IX, PART X, PART XI, PART XII, SCHEDULE A, SCHEDULE B, SCHEDULE D, SCHEDULE I PART III, SCHEDULE O, AND SCHEDULE R. COMMUNITY ACTION VENTURES LLC 149 NORTH IOWA STREET DODGEVILLE WI 53533 352405672 BUSINESS ACTIVITY DEVELOPMENT WI 550 40603 SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC SWCAP REAL ESTATE LLC 149 NORTH IOWA STREET DODGEVILLE WI 53533 391053511 HOLD TITLE TO PROPERTY WI 0 0 SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC SWCAP PROPERTIES LLC 149 NORTH IOWA STREET DODGEVILLE WI 53533 391053511 HOLD TITLE TO PROPERTY WI 0 0 SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC BRODHEAD SENIOR VILLAGE LLC 149 NORTH IOWA STREET DODGEVILLE WI 53533 391053511 LOW-INCOME HOUSING WI 208099 1461949 SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC LANCASTER SENIOR VILLAGE LLC 149 NORTH IOWA STREET DODGEVILLE WI 53533 391053511 LOW-INCOME HOUSING WI 318564 1222518 SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC