2026-05-15T11:10:45-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2024-07-01 991918849 JO ELLEN AND JOHN MCKENZIE FOUNDATION INC JOEL 9413499192 9201 WATERSIDE STREET MIDDLETOWN WI 53562 JOHN MCKENZIE PRESIDENT 9413499192 2026-05-12 1 1 KAREN A GRIES P00078514 6128764500 2026-05-12 2024 2025-03-06 01:10:19Z X JOHN MCKENZIE 9201 WATERSIDE STREET MIDDLETOWN WI 53562 394700 0 X N/A X 2024 WI RAISE AND DISTRIBUTE FUNDS TO HELP PROVIDE A PATHWAY OUT OF POVERTY FOR MIDDLE AND HIGH SCHOOL STUDENTS. 2 2 0 4 0 0 394700 0 0 0 394700 1500 0 50000 0 0 343112 394612 88 88 0 88 TO SUPPORT WORKFORCE DEVELOPMENT, JOB TRAINING, AND EDUCATION AMONG YOUNG PEOPLE. 0 0 393966 1500 0 THE FOUNDATION'S ACTIVITY IS TO RAISE AND DISTRIBUTE FUNDS TO HELP PROVIDE A PATHWAY OUT OF POVERTY FOR MIDDLE AND HIGH SCHOOL STUDENTS, AND TO SUPPORT THE ESTABLISHMENT AND GROWTH OF QUALITY SCHOOLS PROVIDING PATHWAYS FOR STUDENTS TO CAREER AND COLLEGE. THE FOUNDATION WILL COORDINATE WITH THE METROPOLITAN MADISON SCHOOL DISTRICT TO ENHANCE CAREER TRAINING AND OPTIONS FOR ITS HIGH SCHOOL STUDENTS. 393966 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 X 2 2 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 WI X JOHN MCKENZIE 9413499192 9201 WATERSIDE STREET MIDDLETOWN WI 53562 JOHN MCKENZIE PRESIDENT 5.00 X X 0 0 0 JO ELLEN MCKENZIE VICE PRESIDENT 5.00 X X 0 0 0 PAUL VALLAS CHIEF EXECUTIVE OFFICER 20.00 X 40000 0 0 40000 0 0 0 0 0 0 BOYS AND GIRLS CLUB OF DANE COUNTY 2001 TAFT ST MADISON WI 53713 CONSULTANT 150368 1 394700 394700 394700 0 0 0 X 1500 1500 50000 50000 324243 324243 18223 18223 272 272 374 374 394612 393966 646 0 88 0 88 0 0 X 0 0 0 0 0 88 0 88 0 88 88 0 X 0 0 0 X 394700 394700 394700 394700 386806 7894 394700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION A, LINE 2 JOHN MCKENZIE AND JO ELLEN MCKENZIE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND ANY CHANGES INCORPORATED INTO THE FILING. ONCE THIS DETAILED REVIEW IS COMPLETE, THE DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS OF THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN RECORDS OF THE PRECEEDINGS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS COMPENSATED AT A RATE CONSISTENT WITH THE RATE OTHER 501(C)(3) ORGANIZATIONS PAY FOR THEIR CEO WHO HAVE SIMILAR EXPERIENCE AND RESPONSIBILITIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT ON INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANT EXPENSE: PROGRAM SERVICE EXPENSES 324,243. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 324,243.