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Nonprofiteer
← SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC

Form 990 for tax year 2022

Filed by SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC.

Totals

Total revenue
$14,963,958
Total expenses
$14,690,930
Contributions and grants received
$12,395,949
Grants paid
$3,059,371
Program service revenue
$2,551,178
Investment income
$16,831
Other revenue
$0
Total assets, end of year
$16,820,414
Total liabilities, end of year
$9,678,357
Net assets or fund balances, end of year
$7,142,057
Program services expenses (Part IX)
$13,895,010
Management and general expenses
$732,513
Fundraising expenses
$63,407
Program service expenses (Part III)
$13,895,010

Program services were 94.6% 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.

  • 1a · Federated campaigns

    $19,000

  • 1e · Government grants (contributions)

    $11,962,849

  • 1f · All other contributions, gifts and grants

    $414,100

  • 1g · Noncash contributions included above

    $521,228

  • 2a · Program service revenue: COMMUNITY SERVICES REVENUE

    total $2,151,596 · related or exempt $2,151,596

  • 2b · Program service revenue: HOUSING & HOUSING REHAB REVENUE

    total $310,752 · related or exempt $310,752

  • 2c · Program service revenue: HEALTH PROGRAMS REVENUE

    total $84,621 · related or exempt $84,621

  • 2d · Program service revenue: WEATHERIZATION

    total $4,209 · related or exempt $4,209

  • 3 · Investment income

    total $16,831 · excluded $16,831

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $669,796 · program services $669,796

  • 2 · Grants to domestic individuals

    total $2,389,575 · program services $2,389,575

  • 5 · Compensation of officers, directors and key employees

    total $163,917 · management and general $163,917

  • 7 · Other salaries and wages

    total $5,708,539 · program services $5,305,046 · management and general $356,648 · fundraising $46,845

  • 8 · Pension plan contributions

    total $95,643 · program services $88,138 · management and general $6,727 · fundraising $778

  • 9 · Other employee benefits

    total $1,147,651 · program services $1,062,958 · management and general $75,307 · fundraising $9,386

  • 10 · Payroll taxes

    total $439,969 · program services $399,185 · management and general $37,259 · fundraising $3,525

  • 11b · Fees: legal

    total $13,230 · program services $10,862 · management and general $2,368

  • 11c · Fees: accounting

    total $34,368 · program services $9,468 · management and general $24,900

  • 11d · Fees: lobbying

    total $5,994 · program services $5,994

  • 11g · Fees: other

    total $617,043 · program services $610,471 · management and general $6,572

  • 12 · Advertising and promotion

    total $43,678 · program services $43,678

  • 13 · Office expenses

    total $496,969 · program services $485,435 · management and general $11,034 · fundraising $500

  • 14 · Information technology

    total $178,158 · program services $178,158

  • 16 · Occupancy

    total $612,301 · program services $593,747 · management and general $16,831 · fundraising $1,723

  • 17 · Travel

    total $422,812 · program services $421,948 · management and general $864

  • 19 · Conferences, conventions and meetings

    total $119,710 · program services $119,710

  • 22 · Depreciation, depletion and amortization

    total $486,392 · program services $486,392

  • 23 · Insurance

    total $73,890 · program services $71,426 · management and general $2,464

  • 24a · Other expenses: EQUIPMENT, LEASE, AND M

    total $420,531 · program services $402,696 · management and general $17,835

  • 24b · Other expenses: FOOD

    total $236,170 · program services $236,170

  • 24c · Other expenses: BAD DEBT

    total $73,498 · program services $73,498

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $57,051 · program services $54,421 · management and general $2,630

  • 24e · All other expenses

    total $184,045 · program services $176,238 · management and general $7,157 · fundraising $650

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,318,342 · end of year $1,546,039

  • 2 · Savings and temporary cash investments

    beginning of year $1,983,497 · end of year $2,308,445

  • 3 · Pledges and grants receivable

    beginning of year $1,581,978 · end of year $1,604,820

  • 4 · Accounts receivable

    beginning of year $250,573 · end of year $158,335

  • 7 · Other notes and loans receivable

    beginning of year $903,903 · end of year $369,303

  • 8 · Inventories for sale or use

    beginning of year $132,830 · end of year $250,691

  • 9 · Prepaid expenses and deferred charges

    beginning of year $66,534 · end of year $79,800

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

    $7,881,330

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

    $3,552,608

  • 10c · Land, buildings and equipment, net

    beginning of year $5,809,417 · end of year $4,328,722

  • 13 · Investments: program-related

    beginning of year $4,061,052 · end of year $4,163,959

  • 15 · Other assets

    beginning of year $134,945 · end of year $2,010,300

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,091,584 · end of year $1,265,467

  • 19 · Deferred revenue

    beginning of year $312,583 · end of year $230,346

  • 23 · Secured mortgages and notes payable

    beginning of year $3,970,696 · end of year $4,426,597

  • 25 · Other liabilities

    beginning of year $3,733,519 · end of year $3,755,947

  • 27 · Net assets without donor restrictions

    beginning of year $3,680,168 · end of year $3,779,239

  • 28 · Net assets with donor restrictions

    beginning of year $3,454,521 · end of year $3,362,818

Mission and programs · 2022

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.

  • 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 2022, 10,968 INDIVIDUALS WERE SERVED THROUGH COMMUNITY SERVICES PROGRAMS.

    Expenses $5,452,096 · Grants $1,396,897 · Revenue $2,151,596

  • 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 2022, 324 CHILDREN WERE ENROLLED, 124 CHILDREN COMPLETED AGE-APPROPRIATE HEALTH EXAMS, 123 CHILDREN COMPLETED DENTAL EXAMS AND 324 CHILDREN WERE SCREENED FOR DEVELOPMENTAL DELAYS.

    Expenses $4,425,040

  • 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 2022, 344 HOUSEHOLDS WERE WEATHERIZED AND 345 HOUSEHOLDS SERVED WITH HOME REPAIR INCLUDING EMERGENCY FURNACES.

    Expenses $1,597,675 · Grants $833,537 · Revenue $4,209

  • HEALTH PROGRAMS

    Expenses $1,200,963 · Grants $160,481 · Revenue $84,621

  • HOUSING AND HOUSING REHABILITATION

    Expenses $1,117,236 · Grants $629,139 · Revenue $310,752

  • SENIOR PROGRAMS

    Expenses $102,000 · Grants $39,317

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jeannie Blumer

    CHAIRPERSON (THRU JUNE)

    Total calculated
    $0
    Hours/week
    1

  • Carol Beals

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Rick Rolfsmeyer

    TREASURER/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Martha Boyer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Melissa Burke

    BOARD MEMBER(THRU AUGUST)

    Total calculated
    $0
    Hours/week
    1

  • Mike Furgal

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Richard Gleason

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tiffany Helmke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dale Hood

    BOARD MEMBER(THRU MARCH)

    Total calculated
    $0
    Hours/week
    1

  • Robert Laeser

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kriss Marion

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Donna Peterson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Beverly Pittman-Burns

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Megan Reading

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brandon Snyder

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Victoria Solomon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Turk

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tiffany Webster

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Windle

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Walter Orzechowski

    EXECUTIVE DIRECTOR

    Total calculated
    $163,917
    From this org
    $138,510
    From related orgs
    $0
    Other
    $25,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,510
    Bonus
    $0
    Other
    $0
    Deferred
    $1,500
    Nontaxable benefits
    $23,907
    Filer's total
    $163,917

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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

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 $2,815 · assets $40,052

    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 $197,759 · assets $943,500

    Directly controlled by SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC

  • LANCASTER SENIOR VILLAGE LLC

    LOW-INCOME HOUSING · WI · income $0 · assets $1,363,945

    Directly controlled by SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC

Provenance

Return type
form_990
Tax year
2022
Filed
21 October 2023
IRS schema version
2022v5.0
Source object
202323109349300002

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