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Nonprofiteer
← MIDWEST URBAN STRATEGIES INC

Form 990 for tax year 2023

Filed by MIDWEST URBAN STRATEGIES INC.

Totals

Total revenue
$3,725,282
Total expenses
$3,764,225
Contributions and grants received
$3,213,417
Grants paid
$2,175,407
Program service revenue
$468,598
Investment income
$0
Other revenue
$43,267
Total assets, end of year
$497,289
Total liabilities, end of year
$604,791
Net assets or fund balances, end of year
-$107,502
Program services expenses (Part IX)
$3,417,669
Management and general expenses
$290,040
Fundraising expenses
$56,516
Program service expenses (Part III)
$3,417,669

Program services were 90.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $3,213,417

  • 2a · Program service revenue: SERVICE REVENUE

    total $340,698 · related or exempt $340,698

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $127,900 · related or exempt $127,900

  • 11a · Other revenue: OTHER INCOME

    total $43,267 · related or exempt $43,267

  • 11e · Other revenue, total

    $43,267

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,175,407 · program services $2,175,407

  • 5 · Compensation of officers, directors and key employees

    total $141,624 · program services $131,002 · management and general $7,081 · fundraising $3,541

  • 7 · Other salaries and wages

    total $535,289 · program services $477,987 · management and general $57,302

  • 8 · Pension plan contributions

    total $30,604 · program services $26,602 · management and general $4,002

  • 9 · Other employee benefits

    total $112,836 · program services $98,081 · management and general $14,755

  • 10 · Payroll taxes

    total $48,958 · program services $42,556 · management and general $6,402

  • 11c · Fees: accounting

    total $158,583 · program services $29,604 · management and general $128,979

  • 11g · Fees: other

    total $20,555 · program services $12,010 · management and general $8,545

  • 12 · Advertising and promotion

    total $701 · program services $627 · management and general $74

  • 13 · Office expenses

    total $42,128 · program services $34,412 · fundraising $7,716

  • 14 · Information technology

    total $27,285 · program services $21,761 · management and general $5,524

  • 16 · Occupancy

    total $17,655 · program services $12,465 · management and general $5,190

  • 17 · Travel

    total $49,455 · program services $47,178 · management and general $2,059 · fundraising $218

  • 19 · Conferences, conventions and meetings

    total $11,965 · program services $11,908 · management and general $57

  • 22 · Depreciation, depletion and amortization

    total $1,565 · program services $1,105 · management and general $460

  • 23 · Insurance

    total $4,611 · program services $3,091 · management and general $1,520

  • 24a · Other expenses: CONTRACTORS

    total $187,739 · program services $160,705 · management and general $26,544 · fundraising $490

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $129,084 · program services $109,912 · management and general $19,172

  • 24c · Other expenses: CONVENING EXPENSES

    total $53,526 · program services $8,991 · fundraising $44,535

  • 24d · Other expenses: MISC. EXPENSE

    total $7,222 · program services $5,829 · management and general $1,377 · fundraising $16

  • 24e · All other expenses

    total $7,433 · program services $6,436 · management and general $997

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $63,138 · end of year $303,110

  • 4 · Accounts receivable

    beginning of year $624,796 · end of year $139,940

  • 15 · Other assets

    beginning of year $69,431 · end of year $54,239

  • 17 · Accounts payable and accrued expenses

    beginning of year $689,098 · end of year $363,748

  • 19 · Deferred revenue

    beginning of year $0 · end of year $186,842

  • 25 · Other liabilities

    beginning of year $69,393 · end of year $54,201

  • 27 · Net assets without donor restrictions

    beginning of year -$1,126 · end of year -$107,502

Mission and programs · 2023

Mission

IMPROVE THE ECONOMIC CONDITIONS OF THE MIDWEST REGION, WITH TARGETED FOCUS ON URBAN AREAS, TO SERVE AND ADVANCE THE NEEDS AND INTERESTS OF THE REGION'S DIVERSE POPULATIONS, EMPLOYERS, WORKERS, JOB SEEKERS AND WORKFORCE DEVELOPMENT PROFESSIONALS.

Activities or mission (Part I)

INDUSTRY ASSOCIATION FOR WORKFORCE DEVELOPMENT BOARDS

  • IMPROVE THE ECONOMIC CONDITIONS OF THE MIDWEST REGION, WITH TARGETED FOCUS ON URBAN AREAS, TO SERVE AND ADVANCE THE NEEDS AND INTERESTS OF THE REGION'S DIVERSE POPULATIONS, EMPLOYERS, WORKERS, JOB SEEKERS AND WORKFORCE DEVELOPMENT PROFESSIONALS.

    Expenses $3,417,669 · Grants $2,175,407 · Revenue $511,865

As filed on the 2023 return.

Listed in Part VII

  • Tracey Carey

    EXECUTIVE DIRECTOR

    Total calculated
    $165,058
    From this org
    $140,000
    From related orgs
    $0
    Other
    $25,058
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,000
    Bonus
    $0
    Other
    $0
    Deferred
    $8,882
    Nontaxable benefits
    $16,176
    Filer's total
    $165,058

  • Clyde McQueen

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    12

  • Lisa Daugherty

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    12

  • Lisa Patt-McDaniel

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    12

  • Joanne Breedlove

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    12

  • Marie MacKintosh

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    12

  • Michelle Rose

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    12

  • Robert Shimkoski

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    12

  • Stacey Fowler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    12

  • George Wright

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    12

  • Beth Yoke

    BOARD MEMBER (START 03/01/24)

    Total calculated
    $0
    Hours/week
    12

  • Deb Bahr-Helgen

    BOARD MEMBER (START 01/01/23)

    Total calculated
    $0
    Hours/week
    12

  • Jason Ashbrook

    BOARD MEMBER (END 09/01/23)

    Total calculated
    $0
    Hours/week
    12

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202501339349308610

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