2026-05-01T15:32:57-05:00 2025-06-30 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2024-07-01 391590212 CITY FORWARD COLLECTIVE INC CITY 4149885359 ATTN SPENCER SCHIEN 604 MILWAUKEE WI 53204 JOE GESSNER TREASURER 4149885359 2026-03-24 1 1 GREG APOLLO P01449228 4142717800 2026-03-24 2024 2025-03-06 01:10:19Z JOE GESSNER ATTN SPENCER SCHIEN 604 MILWAUKEE WI 53204 11059570 0 X WWW.CITYFORWARDCOLLECTIVE.ORG X 1992 WI CITY FORWARD COLLECTIVE'S (CFC) MISSION IS TO SECURE THE FUTURE OF MILWAUKEE AND ITS INSTITUTIONS, ECONOMY, AND QUALITY OF LIFE BY ENDING EDUCATIONAL INEQUITY AND ENSURING EVERY CHILD HAS THE OPPORTUNITY TO ATTEND A HIGH-QUALITY SCHOOL. 14 14 9 16 0 0 1172791 3838914 166104 159114 510373 214812 18280 618 1867548 4213458 105000 480000 0 0 621135 876268 0 0 147225 880493 1301187 1606628 2657455 260920 1556003 6460340 8108478 263729 144489 6196611 7963989 X CFC'S MISSION IS TO SECURE THE FUTURE OF MILWAUKEE AND ITS INSTITUTIONS, ECONOMY, AND QUALITY OF LIFE BY ENDING EDUCATIONAL INEQUITY AND ENSURING EVERY CHILD HAS THE OPPORTUNITY TO ATTEND A HIGH-QUALITY SCHOOL. 0 0 497933 30000 16246 ECOSYSEM TRANSFORMATION (FORMERLY HIGH-QUALITY SCHOOLS) - STRATEGICALLY INVEST AND CHANNEL PHILANTHROPIC DOLLARS TO EXPAND EXISTING HIGH-QUALITY SCHOOLS, INCUBATE NEW SCHOOLS, AND IMPROVE PROMISING SCHOOLS. IN 2021 THIS ALSO INCLUDED PROVIDING GRANTS AND ADDITIONAL RESOURCES AND SUPPORT TO SCHOOLS TO ASSIST WITH COVID-19 RESPONSE. 1001384 450000 STAKEHOLDER ENGAGEMENT AND MOBILIZATION (FORMERLY FAMILY AND COMMUNITY ORGANIZING AND COMMUNITY - INFORMED POLICY) - FACILITATE SUSTAINED FAMILY AND COMMUNITY ORGANIZING TO BUILD A MOVEMENT OF MILWAUKEE PARENTS AND OTHER RESIDENTS WHO UNDERSTAND AND ADVOCATE FOR QUALITY SCHOOLS ACROSS MILWAUKEE. ADVOCATE FOR LOCAL AND STATE POLICIES AND SYSTEMS THAT ELIMINATE EDUCATIONAL INEQUITIES AND ENSURE HIGH-QUALITY SCHOOLS THRIVE; MOBILIZE "GRASSROOT" COMMUNITIES AND CREATE COALITIONS WITH "GRASSTOP" LEADERS TO ACHIEVE POSITIVE CHANGE. 369352 142868 POLICY AND ADVOCACY - THIS PROGRAM WORKS FOR FURTHER THE ORGANIZATION'S CHARITABLE MISSION BY ADVANCING PUBLIC POLICIES THAT ARE RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. 369122 POLICY AND DATA - TO INFORM THE COMMUNITY THROUGH INSIGHTFUL AND INCISIVE POLICY AND DATA ANALYSIS BY PUBLISHING REGULAR POLICY BELIEFS, ANNUAL STATE OF MILWAUKEE EDUCATION REPORTS, AND OTHER ANALYSIS; AND PROVIDING ONLINE DATA TOOLS FOR FAMILIES TO MAKE INFORMED DECISIONS ABOUT THEIR CHILD'S SCHOOL. 369122 2237791 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X X JOE GESSNER 4149885359 700 W VIRGINIA ST SUITE 604 MILWAUKEE WI 53204 JOE GESSNER TREASURER 1.00 X X 0 0 0 TIMOTHY SHEEHY CHAIR 1.00 X X 0 0 0 ROBERT ARZBAECHER DIRECTOR 1.00 X 0 0 0 MICHAEL ALDANA DIRECTOR 1.00 X 0 0 0 TOMAS CLASEN DIRECTOR 1.00 X 0 0 0 LAFAYETTE CRUMP DIRECTOR 1.00 X 0 0 0 HANS DAWSON DIRECTOR 1.00 X 0 0 0 NANCY HERNANDEZ DIRECTOR 1.00 X 0 0 0 LESLIE DIXON DIRECTOR 1.00 X 0 0 0 MARY KELLNER DIRECTOR 1.00 X 0 0 0 DONALD LAYDEN DIRECTOR 1.00 X 0 0 0 KAMEELAH SHAHEED-DIALLO DIRECTOR 1.00 X 0 0 0 STEVE RADKE DIRECTOR 1.00 X 0 0 0 AUSTIN RAMIREZ IMMEDIATE PAST CHAIR 1.00 X 0 0 0 COLLESTON MORGAN JR EXECUTIVE DIRECTOR 40.00 X 209651 0 7697 SPENCER SCHIEN SENIOR DIRECTOR-STRATEGIC INVESTMENTS 40.00 X 120951 0 9762 330602 0 17459 2 0 1 0 KITAMBA MGT LLC C/O MGT OF AMERICA CONSULTING LLC P CHICAGO IL 606735759 DATA ANALYSIS PLANNING PROJECT 250000 50CAN INC 1380 MONROE STREET NW 413 WASHINGTON DC 20010 COMMUNICATIONS, DIGITAL RESEARCH AND PRO 166338 GOOD POINTS COMMUNICATIONS 528 LEONTINE STREET NEW ORLEANS LA 70115 COMMUNICATIONS CONSULTING 152157 HATTAWAY COMMUNICATIONS INC 1717 RHODE ISLAND AVENUE NW SUITE 6 WASHINGTON DC 20036 PROJETC TO DEVELOP MESSAGE MANUAL 105000 4 3838914 3838914 COST SHARING CONTRACT REVENUE 611710 142868 142868 INTEREST ON LOANS RECEIVABLE 611710 16246 16246 159114 180329 180329 6880595 6846112 34483 34483 34483 MISCELLANEOUS INCOME 900099 618 618 618 4213458 159114 0 215430 X 480000 480000 220761 196477 8830 15454 524709 409304 52306 63099 5883 4283 753 847 75231 60948 6271 8012 49684 40333 4097 5254 4375 3384 787 204 38374 29684 6905 1785 225000 225000 16321 16321 745486 603471 112615 29400 19605 13612 2862 3131 26032 13808 8024 4200 35204 23540 8275 3389 52119 42737 4458 4924 51528 48372 1334 1822 21892 20551 567 774 1399 971 205 223 18307 12710 2673 2924 CREDIT LOSS EXPENSE 33526 33526 DUES AND SUBSCRIPTIONS 11166 7753 1630 1783 PROGRAM SUPPLIES 853 853 2657455 2237791 272439 147225 485726 558382 108772 10695 519028 984072 189967 158012 732537 0 18737 12976 6995 4897 3497 2098 4333790 6346095 68286 36148 6460340 8108478 196987 109971 66742 34518 263729 144489 X 5677583 5379916 519028 2584073 6196611 7963989 6460340 8108478 X 1556003 218365 -6990 X X 0 1 X 1 0 X 2396648 1922332 2176398 1172791 3838914 11507083 2396648 1922332 2176398 1172791 3838914 11507083 3660587 7846496 255333 105027 153393 510373 214812 1238938 377 1026 18280 618 20301 12766322 1613989 0.61460 0.50990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225000 225000 2432455 2657455 282873 70718 0 0 230331 282873 513204 769806 63641 225000 288641 57583 70718 128301 192452 6995 4897 2098 2098 OPERATING LEASE LIABILITY 34518 34518 X 4408512 218365 -6990 211375 4197137 16321 16321 4213458 2641134 0 2641134 16321 16321 2657455 PART X, LINE 2: CFC IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. CFC DOES NOT HAVE ANY UNRELATED BUSINESS INCOME TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. CFC RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. CFC HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH U.S. GAAP. THIS STANDARD DESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURE REQUIRED. MANAGEMENT OF CFC EVALUATES THE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, AND CONSULTS WITH OUTSIDE COUNSEL AS DEEMED NECESSARY. CFC RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE PROMISES TO GIVE -6,990. 0 DR HOWARD FULLER COLLEGIATE ACADEMY 4030 N 29TH ST MILWAUKEE WI 53216 300322248 501C3 50000 0 ENGAGING PARENTS OF THEIR STUDENTS GREENHOUSE E3 C/O ABACUS EDUCATION PARTNERS 20771 ALDER ST NE UNIT 464 INDIANOLA WA 98342 844743270 30000 0 SUPPORT FELLOWSHIP PROGRAM LUMIN SCHOOLS 8242 N GRANVILLE RD MILWAUKEE WI 53224 161616550 501C3 50000 0 ENGAGING PARENTS OF THEIR STUDENTS MILWAUKEE COLLEGE PREPARATORY SCHOOL 1228 LLOYD ST STE 100 MILWAUKEE WI 53205 391881295 501C3 50000 0 ENGAGING PARENTS OF THEIR STUDENTS NOTRE DAME MIDDLE SCHOOL OF MILWAUKEE 1420 W SCOTT ST MILWAUKEE WI 53204 391850760 501C3 50000 0 ENGAGING PARENTS OF THEIR STUDENTS ROCKETSHIP PUBLIC SCHOOLS 3003 W CLEVELAND AVE MILWAUKEE WI 53215 900951861 501C3 50000 0 ENGAGING PARENT OF THEIR STUDENTS ST ANTHONY SCHOOL 1727 S 9TH ST MILWAUKEE WI 53204 390924288 501C3 50000 0 ENGAGING PARENT OF THEIR STUDENTS ST AUGUSTINE PREPARATORY ACADEMY 2607 S 5TH ST MILWAUKEE WI 53027 471800734 501C3 50000 0 ENGAGING PARENT OF THEIR STUDENTS ST MARCUS LUTHERAN SCHOOL 2215 N PALMER ST MILWAUKEE WI 53212 390850377 501C3 50000 0 ENGAGING PARENT OF THEIR STUDENTS UNITED COMMUNITY CENTER 1028 S 9TH ST MILWAUKEE WI 53204 391146191 501C3 50000 0 ENGAGING PARENT OF THEIR STUDENTS 9 1 X 0 0 0 0 0 0 0 0 0 COLLESTON MORGAN JR EXECUTIVE DIRECTOR 209651 0 0 0 0 0 6300 0 1397 0 217348 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B 11 - THE 990 FOR THE ORGANIZATION IS COMPLETED IN CONJUNCTION WITH THE ORGANIZATION'S EXTERNAL AUDITORS. INFORMATION IS PROVIDED BY THE DIRECTOR OF FINANCE AND THE COMPLETED RETURN IS REVIEWED BY THE DIRECTOR OF FINANCE & PRESIDENT/CEO. A DRAFT OF THE 990 IS ALSO SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW WITH A SPECIAL EMPHASIS ON THE REVIEW OF THE FINANCE COMMITTEE AND BOARD OFFICERS. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR REQUESTING AND MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND DISCLOSURES FOR THE MEMBERS OF THE BOARD. THE PRESIDENT/CEO IS RESPONSIBLE FOR REQUESTING AND MONITORING COMPLIANCE WITH EMPLOYEE DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15A THE FINANCE COMMITTEE SERVES AS THE INITIAL COMPENSATION REVIEW COMMITTEE FOR THE PRESIDENT/CEO SALARY. THIS COMMITTEE REVIEWS COMPARABLE DATA DEVELOPED BY THE DIRECTOR OF FINANCE FOR SIMILAR ORGANIZATIONS. THE FINANCE COMMITTEE THEN RECOMMENDS A RANGE OF COMPENSATION TO THE FULL BOARD. THE FULL BOARD THROUGH THE GOVERNANCE COMMITTEE ESTABLISHES GOALS FOR THE CEO/PRESIDENT AND THEN PARTICIPATES IN THE EVALUATION PROCESS OF ACHIEVEMENT OF GOALS. THIS INFORMATION IS CONSIDERED ALONG WITH OTHER FACTORS IN DETERMINING FINAL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 PUBLIC DISCLOSURE COPIES OF THE 990 ARE AVAILABLE ON CFC'S WEBSITE, ON OTHER WEBSITES SUCH AS GUIDESTAR.ORG, AND UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND PUBLISHED ON OUR OWN WEBSITE WWW.CITYFORWARDCOLLECTIVE.ORG FORM 990, PART IX, LINE 11G STAFF RECRUITMENT: PROGRAM SERVICE EXPENSES 2,871. MANAGEMENT AND GENERAL EXPENSES 668. FUNDRAISING EXPENSES 172. TOTAL EXPENSES 3,711. PROGRAM AND PROGRAMATIC SUPPORT SER: PROGRAM SERVICE EXPENSES 117,806. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,806. CONSULTING FEES: PROGRAM SERVICE EXPENSES 479,989. MANAGEMENT AND GENERAL EXPENSES 111,662. FUNDRAISING EXPENSES 28,863. TOTAL EXPENSES 620,514. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 2,805. MANAGEMENT AND GENERAL EXPENSES 285. FUNDRAISING EXPENSES 365. TOTAL EXPENSES 3,455. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE PROMISE TO GIVE -6,990. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.