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Nonprofiteer
← SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC

Form 990 for tax year 2024

Filed by SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC.

Totals

Total revenue
$16,728,738
Total expenses
$15,288,518
Contributions and grants received
$13,924,596
Grants paid
$3,060,030
Program service revenue
$2,118,209
Investment income
$654,482
Other revenue
$31,451
Total assets, end of year
$20,865,218
Total liabilities, end of year
$9,901,792
Net assets or fund balances, end of year
$10,963,426
Program services expenses (Part IX)
$13,359,447
Management and general expenses
$1,915,062
Fundraising expenses
$14,009
Program service expenses (Part III)
$13,359,447

Program services were 87.4% 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)

    $13,557,894

  • 1f · All other contributions, gifts and grants

    $366,702

  • 1g · Noncash contributions included above

    $606,070

  • 2a · Program service revenue: TRANSPORTATION SERVICES

    total $1,027,497 · related or exempt $1,027,497

  • 2b · Program service revenue: RENTAL INCOME

    total $601,660 · related or exempt $601,660

  • 2c · Program service revenue: PROGRAM REVENUE

    total $345,338 · related or exempt $345,338

  • 2d · Program service revenue: PATIENT SERVICES

    total $143,714 · related or exempt $143,714

  • 3 · Investment income

    total $37,582 · excluded $37,582

  • 7a · Gross sales of assets other than inventory

    other assets $1,090,661

  • 7b · Less cost or other basis and sales expenses

    other assets $473,761

  • 7c · Gain or loss

    other assets $616,900

  • 7d · Net gain or loss

    total $616,900 · excluded $616,900

  • 11d · All other revenue

    total $31,451 · excluded $31,451

  • 11e · Other revenue, total

    $31,451

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $381,423 · program services $381,423

  • 2 · Grants to domestic individuals

    total $2,678,607 · program services $2,678,607

  • 5 · Compensation of officers, directors and key employees

    total $134,081 · management and general $134,081

  • 7 · Other salaries and wages

    total $5,798,053 · program services $5,155,752 · management and general $629,287 · fundraising $13,014

  • 8 · Pension plan contributions

    total $70,081 · program services $62,143 · management and general $7,890 · fundraising $48

  • 9 · Other employee benefits

    total $908,932 · program services $804,746 · management and general $103,562 · fundraising $624

  • 10 · Payroll taxes

    total $479,870 · program services $416,599 · management and general $62,948 · fundraising $323

  • 11b · Fees: legal

    total $28,775 · management and general $28,775

  • 11c · Fees: accounting

    total $477,810 · management and general $477,810

  • 11d · Fees: lobbying

    total $5,601 · management and general $5,601

  • 11g · Fees: other

    total $889,725 · program services $882,558 · management and general $7,167

  • 12 · Advertising and promotion

    total $70,582 · program services $70,582

  • 13 · Office expenses

    total $87,500 · program services $73,265 · management and general $14,235

  • 16 · Occupancy

    total $476,801 · program services $460,979 · management and general $15,822

  • 17 · Travel

    total $552,048 · program services $517,795 · management and general $34,253

  • 22 · Depreciation, depletion and amortization

    total $503,891 · program services $434,413 · management and general $69,478

  • 23 · Insurance

    total $225,712 · program services $190,520 · management and general $35,192

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $527,835 · program services $507,197 · management and general $20,638

  • 24b · Other expenses: TELECOMMUNICATIONS

    total $277,511 · program services $174,847 · management and general $102,664

  • 24e · All other expenses

    total $713,680 · program services $548,021 · management and general $165,659

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,091,425 · end of year $2,073,959

  • 2 · Savings and temporary cash investments

    beginning of year $1,783,023 · end of year $2,083,549

  • 3 · Pledges and grants receivable

    beginning of year $2,185,115 · end of year $1,971,265

  • 4 · Accounts receivable

    beginning of year $185,360 · end of year $328,308

  • 7 · Other notes and loans receivable

    beginning of year $369,303 · end of year $369,303

  • 8 · Inventories for sale or use

    beginning of year $282,042 · end of year $228,391

  • 9 · Prepaid expenses and deferred charges

    beginning of year $183,713 · end of year $102,440

  • 10a · Land, buildings and equipment: cost or other basis

    $11,551,473

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,155,296

  • 10c · Land, buildings and equipment, net

    beginning of year $5,819,148 · end of year $7,396,177

  • 13 · Investments: program-related

    beginning of year $4,372,290 · end of year $4,633,756

  • 15 · Other assets

    beginning of year $1,822,738 · end of year $1,678,070

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,500,923 · end of year $1,158,373

  • 19 · Deferred revenue

    beginning of year $519,056 · end of year $755,063

  • 23 · Secured mortgages and notes payable

    beginning of year $4,596,027 · end of year $3,911,241

  • 25 · Other liabilities

    beginning of year $3,874,945 · end of year $4,077,115

  • 27 · Net assets without donor restrictions

    beginning of year $5,625,779 · end of year $8,091,473

  • 28 · Net assets with donor restrictions

    beginning of year $2,977,427 · end of year $2,871,953

Mission and programs · 2024

Mission

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.

  • 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 2024, 395 CHILDREN WERE ENROLLED, 501 CHILDREN COMPLETED AGE-APPROPRIATE HEALTH EXAMS, 101 CHILDREN COMPLETED DENTAL EXAMS AND 395 CHILDREN WERE SCREENED FOR DEVELOPMENTAL DELAYS.

    Expenses $4,289,203 · Grants $111,048

  • HEALTH PROGRAMS - IN 2024, 400 PEOPLE RECEIVED FAMILY PLANNING SERVICES; 190 RECEIVED MENTAL HEALTH SCREENINGS; 13 RECEIVED SUBSTANCE ABUSE COUNSELING.

    Expenses $3,052,922 · Grants $811,791 · Revenue $143,714

  • HOUSING AND HOUSING REHABILITATION

    Expenses $2,297,709 · Grants $781,747 · Revenue $601,660

  • 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 2024, 287 HOUSEHOLDS WERE WEATHERIZED AND 99 HOUSEHOLDS SERVED WITH HOME REPAIR INCLUDING EMERGENCY FURNACES.

    Expenses $2,024,272 · Grants $1,354,834 · Revenue $345,338

  • 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 2024, 7402 INDIVIDUALS WERE SERVED THROUGH COMMUNITY SERVICES PROGRAMS.

    Expenses $1,281,799 · Grants $610 · Revenue $1,027,497

  • SENIOR RENTAL

    Expenses $413,542

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Carol Beals

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Kriss Marion

    VICE CHAIR (THRU 04/24)

    Total calculated
    $0
    Hours/week
    1

  • Paula Schoenberg

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Rick Rolfsmeyer

    TREASURER/SECRETARY (THRU 04/24)

    Total calculated
    $0
    Hours/week
    1

  • Michael Windle

    TREASURER/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • John Beinborn

    BOARD MEMBER (THRU 04/24)

    Total calculated
    $0
    Hours/week
    1

  • Martha Boyer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Britt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mike Furgal

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tiffany Helmke

    BOARD MEMBER (THRU 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Robert Laeser

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ione Meoska

    BOARD MEMBER (THRU 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Donna Peterson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mark Pinch

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Adam Stucki

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Turk

    BOARD MEMBER (THRU 03/24)

    Total calculated
    $0
    Hours/week
    1

  • Tiffany Webster

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brett White

    EXECUTIVE DIRECTOR

    Total calculated
    $134,081
    From this org
    $114,546
    From related orgs
    $0
    Other
    $19,535
    Hours/week
    40

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.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • COMMUNITY ACTION VENTURES LLC

    BUSINESS ACTIVITY DEVELOPMENT · WI · income $275 · assets $40,878

    Directly controlled by SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC

  • SWCAP REAL ESTATE LLC

    HOLD TITLE TO PROPERTY · WI · income $0 · assets $0

    Directly controlled by SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC

  • SWCAP PROPERTIES LLC

    HOLD TITLE TO PROPERTY · WI · income $0 · assets $0

    Directly controlled by SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC

  • BRODHEAD SENIOR VILLAGE LLC

    LOW-INCOME HOUSING · WI · income $245,023 · assets $1,463,728

    Directly controlled by SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC

  • LANCASTER SENIOR VILLAGE LLC

    LOW-INCOME HOUSING · WI · income $208,582 · assets $1,216,885

    Directly controlled by SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202543179349309964

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