SOCIAL DEVELOPMENT FOUNDATION INC

Address
1730 W NORTH AVENUE
MILWAUKEE, WI 53205
Contact
Phone: +1 (414) 906-2700
Nonprofit
NTEE: P11 - Single Organization Support
EIN: 47-0923289

Mission

STRENGTHEN MILWAUKEE COUNTY THROUGH OPPORTUNITIES FOR LOW-INCOME INDIVIDUALS TO ACHIEVE ECONOMIC STABILITY AND A POSITIVE QUALITY OF LIFE.
 20172016201520142013
Basic features of the organization
Year of formation2003
Subsection code03
PF filing required0    
Metropolitan statistical area5082
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00$0.00$0.00
Number of employees00000
Number of people compensated >$100k00000
Number of volunteers291232276276204
Number of highly compensated contractors00000
Personnel
Adams, Nakisha
TitleDIRECTOR    
Name of key/compensated personNAKISHA ADAMS    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Barkow, Aisha
TitleDIRECTOR    
Name of key/compensated personAISHA BARKOW    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Bass, Annette
Title  MEMBERMEMBER 
Name of key/compensated person  ANNETTE BASSANNETTE BASS 
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org  1.001.00 
Reportable compensation from org  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
Bobot, Vincent
TitleVICE PRESIDENTDIRECTORMEMBERMEMBER 
Name of key/compensated personVINCENT BOBOTVINCENT BOBOTVINCENT BOBOTVINCENT BOBOT 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Cifax, Arnold
TitleDIRECTOR    
Name of key/compensated personARNOLD CIFAX SR    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Collins, Deavon
Title  MEMBERMEMBER 
Name of key/compensated person  DEAVON COLLINSDEAVON COLLINS 
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org  1.001.00 
Reportable compensation from org  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
Goodman, Lisa
TitleSECRETARY    
Name of key/compensated personLISA GOODMAN    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Hinton, George
Title  EX-OFFICIOMEMBER AT LARGEMEMBER AT LARGE
Name of key/compensated person  GEORGE HINTONGEORGE P HINTONGEORGE P HINTON
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Horzeski, Catherine
TitleDIRECTOR    
Name of key/compensated personCATHERINE HORZESKI    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Krukowski, Deborah
TitleDIRECTORDIRECTORVICE PRESIDENTMEMBERVICE PRESIDENT
Name of key/compensated personDEBORAH A KRUKOWSKIDEBORAH KRUKOWSKIDEBORAH KRUKOWSKIDEBORAH KRUKOWSKIDEBORAH KRUKOWSKI
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Lindsey, Patricia
TitleDIRECTORPRESIDENTSECRETARYMEMBERSECRETARY
Name of key/compensated personPATRICIA LINDSEYPATRICIA LINDSEYPATRICIA LINDSEYPATRICIA LINDSEYPATRICIA LINDSEY
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
McFarlane, Claude
TitleDIRECTORDIRECTORMEMBERMEMBER 
Name of key/compensated personCLAUDE MCFARLANECLAUDE MCFARLANECLAUDE MCFARLANECLAUDE MCFARLANE 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
McKennie, Wilburn
TitleTREASURERDIRECTORMEMBERMEMBER 
Name of key/compensated personWILBURN RANDALL MCKENNIEWILBURN RANDALL MCKENNIEWILBURN MCKENNIEWILBURN MCKENNIE 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
McKinley, Robert
TitleDIRECTOR    
Name of key/compensated personROBERT MCKINLEY    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Moore, Bob
TitleDIRECTORDIRECTOR   
Name of key/compensated personBOB MOOREBOB MOORE   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Muller, Dean
TitleDIRECTORDIRECTORTREASURERMEMBERTREASURER
Name of key/compensated personDEAN MULLERDEAN MULLERDEAN MULLERDEAN MULLERDEAN MULLER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Ramirez, Alma
TitleDIRECTORDIRECTORMEMBERMEMBERMEMBER
Name of key/compensated personALMA RAMIREZALMA RAMIREZALMA RAMIREZALMA RAMIREZALMA RAMIREZ
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Riley, Ervin
Title  MEMBERMEMBERMEMBER
Name of key/compensated person  ERVIN RILEYERVIN RILEYERVIN RILEY
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Robinson, Steven
Title    PRESIDENT
Name of key/compensated person    STEVEN ROBINSON
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Rosales, Brittney
Title    MEMBER
Name of key/compensated person    BRITTNEY ROSALES
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Rucker, Marjorie
Title DIRECTOR   
Name of key/compensated person MARJORIE RUCKER   
Position of compensated person
Current individual trustee or director True   
Average hours per week working for org 1.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Smith, Albert
TitleDIRECTOR    
Name of key/compensated personALBERT SMITH    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Summers, Sonia
TitleDIRECTOR    
Name of key/compensated personSONIA SUMMERS    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Velazquez, Boyce
Title DIRECTOR   
Name of key/compensated person BOYCE VELAZQUEZ   
Position of compensated person
Current individual trustee or director True   
Average hours per week working for org 1.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Warren, Katrina
Title DIRECTOR   
Name of key/compensated person KATRINA WARREN   
Position of compensated person
Current individual trustee or director True   
Average hours per week working for org 1.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Wilder, Michael
TitleDIRECTOR    
Name of key/compensated personMICHAEL RAY WILDER    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Yanasak, Allison
TitleDIRECTOR    
Name of key/compensated personALLISON YANASAK    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Zehren, Peter
TitlePRESIDENTDIRECTOR   
Name of key/compensated personPETER ZEHRENPETER ZEHREN   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTHE SOCIAL DEVELOPMENT FOUNDATION WAS ESTABLISHED IN 2003 AS A 501(C)(3) NONPROFIT ORGANIZATION FOR THE SOLE PURPOSE OF PROVIDING FINANCIAL SUPPORT FOR THE PROGRAMS AND INITIATIVES OF THE COMMUNITY RELATIONS - SOCIAL DEVELOPMENT COMMISSION (SDC). THE SDC IS THE COMMUNITY-ACTION AGENCY FOR MILWAUKEE COUNTY AND DIRECTS OVER 20 PROGRAMS, WHICH OFFER BASIC SERVICES AND ASSET-BUILDING PROGRAMS TO LOW-INCOME RESIDENTS. THE FOUNDATION'S VISION IS TO GENERATE PRIVATE-SECTOR SUPPORTTO SUPPLEMENT TAX-BASED FUNDING, WITH THE RESULT OF EXPANDED PROGRAMS, ENHANCED SERVICES, AND A BROADENED AWARENESS OF SDC'S MISSION IN THE COMMUNITY, EMPOWERING MILWAUKEE COUNTY RESIDENTS WITH THE RESOURCES TO MOVE BEYOND POVERTY.THE SOCIAL DEVELOPMENT FOUNDATION WAS ESTABLISHED IN 2003 AS A 501(C)(3) NONPROFIT ORGANIZATION FOR THE SOLE PURPOSE OF PROVIDING FINANCIAL SUPPORT FOR THE PROGRAMS AND INITIATIVES OF THE COMMUNITY RELATIONS - SOCIAL DEVELOPMENT COMMISSION (SDC). THE SDC IS THE COMMUNITY ACTION AGENCY FOR MILWAUKEE COUNTY AND DIRECTS OVER 20 PROGRAMS, WHICH OFFER BASIC SERVICES AND ASSET BUILDING PROGRAMS TO LOW-INCOME RESIDENTS. THE FOUNDATION'S VISION IS TO GENERATE PRIVATE-SECTOR SUPPORTTO SUPPLEMENT TAX-BASED FUNDING, WITH THE RESULT OF EXPANDED PROGRAMS, ENHANCED SERVICES, AND A BROADENED AWARENESS OF SDC'S MISSION IN THE COMMUNITY, EMPOWERING MILWAUKEE COUNTY RESIDENTS WITH THE RESOURCES TO MOVE BEYOND POVERTY.THE SOCIAL DEVELOPMENT FOUNDATION WAS ESTABLISHED IN 2003 AS A 501(C)(3) NONPROFIT ORGANIZATION FOR THE SOLE PURPOSE OF PROVIDING FINANCIAL SUPPORT FOR THE PROGRAMS AND INITIATIVES OF THE COMMUNITY RELATIONS - SOCIAL DEVELOPMENT COMMISSION (SDC). THE SDC IS THE COMMUNITY ACTION AGENCY FOR MILWAUKEE COUNTY AND DIRECTS OVER 20 PROGRAMS, WHICH OFFER BASIC SERVICES AND ASSET BUILDING PROGRAMS TO LOW-INCOME RESIDENTS. THE FOUNDATION'S VISION IS TO GENERATE PRIVATE-SECTOR SUPPORTTO SUPPLEMENT TAX-BASED FUNDING, WITH THE RESULT OF EXPANDED PROGRAMS, ENHANCED SERVICES, AND A BROADENED AWARENESS OF SDC'S MISSION IN THE COMMUNITY, EMPOWERING MILWAUKEE COUNTY RESIDENTS WITH THE RESOURCES TO MOVE BEYOND POVERTY.THE SOCIAL DEVELOPMENT FOUNDATION WAS ESTABLISHED IN 2003 AS A 501(C)(3) NONPROFIT ORGANIZATION FOR THE SOLE PURPOSE OF PROVIDING FINANCIAL SUPPORT FOR THE PROGRAMS AND INITIATIVES OF THE COMMUNITY RELATIONS - SOCIAL DEVELOPMENT COMMISSION (SDC). THE SDC IS THE COMMUNITY ACTION AGENCY FOR MILWAUKEE COUNTY AND DIRECTS OVER 20 PROGRAMS, WHICH OFFER BASIC SERVICES AND ASSET BUILDING PROGRAMS TO LOW-INCOME RESIDENTS. THE FOUNDATIONS VISION IS TO GENERATE PRIVATE-SECTOR SUPPORT TO SUPPLEMENT TAX-BASED FUNDING, WITH THE RESULT OF EXPANDED PROGRAMS, ENHANCED SERVICES, AND A BROADENED AWARENESS OF SDC'S MISSION IN THE COMMUNITY: EMPOWERING MILWAUKEE COUNTY RESIDENTS WITH THE RESOURCES TO MOVE BEYOND POVERTY.THE SOCIAL DEVELOPMENT FOUNDATION WAS ESTABLISHED IN 2003 AS A 501(C)(3) NONPROFIT ORGANIZATION FOR THE SOLE PURPOSE OF PROVIDING FINANCIAL SUPPORT FOR THE PROGRAMS AND INITIATIVES OF THE COMMUNITY RELATIONS - SOCIAL DEVELOPMENT COMMISSION (SDC). THE SDC IS THE COMMUNITY ACTION AGENCY FOR MILWAUKEE COUNTY AND DIRECTS OVER 20 PROGRAMS, WHICH OFFER BASIC SERVICES AND ASSET BUILDING PROGRAMS TO LOW-INCOME RESIDENTS. THE FOUNDATIONS VISION IS TO GENERATE PRIVATE-SECTOR SUPPORT TO SUPPLEMENT TAX-BASED FUNDING, WITH THE RESULT OF EXPANDED PROGRAMS, ENHANCED SERVICES, AND A BROADENED AWARENESS OF SDC'S MISSION IN THE COMMUNITY: EMPOWERING MILWAUKEE COUNTY RESIDENTS WITH THE RESOURCES TO MOVE BEYOND POVERTY.
Program service expenses, total$125,031.00$143,327.00$189,771.00$326,864.00$166,462.00
Programs, including revenue & expenses
ASSET BUILDING - PROVIDED FREE TAX PREPARATION SERVICES TO OVER 11,383 RESIDENTS THAT GENERATED OVER $8,272,221 IN TAX REFUNDS AND CREDITS. THE PROGRAM ALSO CONDUCTED 24 FINANCIAL LITERACY WORKSHOPS WHERE 362 CLIENTS PARTICIPATED AND OPENED BANK ACCOUNTS.
Program expenses$61,540.00$48,660.00$44,500.00  
Grants and allocations made$61,540.00$48,660.00$44,500.00  
Program descriptionASSET BUILDING - PROVIDED FREE TAX PREPARATION SERVICES TO OVER 11,383 RESIDENTS THAT GENERATED OVER $8,272,221 IN TAX REFUNDS AND CREDITS. THE PROGRAM ALSO CONDUCTED 24 FINANCIAL LITERACY WORKSHOPS WHERE 362 CLIENTS PARTICIPATED AND OPENED BANK ACCOUNTS.ASSET BUILDING - PROVIDED FREE TAX PREPARATION SERVICES TO OVER 13,000 RESIDENTS THAT GENERATED OVER $11,000,000 IN TAX REFUNDS AND CREDITS. THE PROGRAM ALSO CONDUCTED 24 FINANCIAL LITERACY WORKSHOPS WHERE 362 CLIENTS PARTICIPATED AND OPENED BANK ACCOUNTS.ASSET BUILDING - PROVIDED FREE TAX PREPARATION SERVICES TO 13,161 RESIDENTS THAT GENERATED $11,036,139 IN TAX REFUNDS AND CREDITS. THE PROGRAM ALSO CONDUCTED 24 FINANCIAL LITERACY WORKSHOPS WHERE 323 CLIENTS PARTICIPATED AND OPENED 168 BANK ACCOUNTS.  
ASSET BUILDING: PROVIDED FREE TAX PREPARATION SERVICES TO 16,336 RESIDENTS THAT GENERATED $15,326,835 IN TAX REFUNDS AND CREDITS. THE PROGRAM ALSO ASSISTS LOW-INCOME INDIVIDUALS IN OBTAINING LOW INTEREST CAR LOANS AS WELL AS CONDUCTS FINANCIAL LITERACY TRAININGS.
Program expenses   $24,500.00$115,100.00
Grants and allocations made   $24,500.00$115,100.00
Program description   ASSET BUILDING: PROVIDED FREE TAX PREPARATION SERVICES TO 16,336 RESIDENTS THAT GENERATED $15,326,835 IN TAX REFUNDS AND CREDITS. THE PROGRAM ALSO ASSISTS LOW-INCOME INDIVIDUALS IN OBTAINING LOW INTEREST CAR LOANS AS WELL AS CONDUCTS FINANCIAL LITERACY TRAININGS.ASSET BUILDING: PROVIDED FREE TAX PREPARATION SERVICES TO 16,336 RESIDENTS THAT GENERATED $15,326,835 IN TAX REFUNDS AND CREDITS. THE PROGRAM ALSO ASSISTS LOW-INCOME INDIVIDUALS IN OBTAINING LOW INTEREST CAR LOANS AS WELL AS CONDUCTS FINANCIAL LITERACY TRAININGS.
EDUCATION SERVICES - PROVIDES INDIVIDUALS, ESPECIALLY NON-TRADITIONAL LEARNERS AND ADULTS, OPPORTUNITIES TO GAIN BASIC SKILLS OR EARN CREDENTIALS THAT MAY SUPPORT POST-SECONDARY EDUCATION OR CAREER GOALS. PROGRAMS INCLUDE: GENERAL EDUCATION DEVELOPMENT DEGREE (GED), HIGH SCHOOL EQUIVALENCY DEGREE (HSED), COMPETENCY-BASED DIPLOMA (STATE OF WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTION, 5.09).
Program expenses$40,991.00$81,167.00   
Grants and allocations made$7,000.00$40,085.00   
Program descriptionEDUCATION SERVICES - PROVIDES INDIVIDUALS, ESPECIALLY NON-TRADITIONAL LEARNERS AND ADULTS, OPPORTUNITIES TO GAIN BASIC SKILLS OR EARN CREDENTIALS THAT MAY SUPPORT POST-SECONDARY EDUCATION OR CAREER GOALS. PROGRAMS INCLUDE: GENERAL EDUCATION DEVELOPMENT DEGREE (GED), HIGH SCHOOL EQUIVALENCY DEGREE (HSED), COMPETENCY-BASED DIPLOMA (STATE OF WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTION, 5.09).EDUCATION SERVICES PROVIDES INDIVIDUALS, ESPECIALLY NON-TRADITIONAL LEARNERS AND ADULTS OPPORTUNITIES TO GAIN BASIC SKILLS OR EARN CREDENTIALS THAT MAY SUPPORT POST-SECONDARY EDUCATION OR CAREER GOALS. PROGRAMS INCLUDE: GENERAL EDUCATION DEVELOPMENT DEGREE (GED), HIGH SCHOOL EQUIVALENCY DEGREE (HSED), COMPETENCY BASED DIPLOMA (STATE OF WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTION, 5.09).   
POVERTY SUMMIT - SDC'S SUMMIT ON POVERTY FOCUSED ON DISMANTLING SYSTEMS OF POVERTY AND HAD 624 ATTENDEES. 23% OF THE ATTENDEES COMPLETED THE SATISFACTION SURVEY AND 100% OF THEM REPORTED THAT THEY WILL BE ABLE TO APPLY WHAT THEY LEARNED IN THE SESSIONS GOING FORWARD; 77% STATED THAT THE INFORMATIONAL SESSIONS WERE BETTER THAN EXPECTED; 22% STATED THAT THE SESSIONS WERE JUST AS EXPECTED.
Program expenses$17,000.00    
Grants and allocations made$17,000.00    
Program descriptionPOVERTY SUMMIT - SDC'S SUMMIT ON POVERTY FOCUSED ON DISMANTLING SYSTEMS OF POVERTY AND HAD 624 ATTENDEES. 23% OF THE ATTENDEES COMPLETED THE SATISFACTION SURVEY AND 100% OF THEM REPORTED THAT THEY WILL BE ABLE TO APPLY WHAT THEY LEARNED IN THE SESSIONS GOING FORWARD; 77% STATED THAT THE INFORMATIONAL SESSIONS WERE BETTER THAN EXPECTED; 22% STATED THAT THE SESSIONS WERE JUST AS EXPECTED.    
PRESCRIPTION ADVOCACY & REFERRAL SERVICE (PARS): IN 2014 THE PARS PROGRAM WAS REQUIRED TO PROVIDED SCREENING AND ENROLLMENT ASSISTANCE TO ADULTS (AGE 60 AND OVER) THAT RESULTED IN PRESCRIPTION ASSISTANCE THAT HELPED 112 CLIENTS RECEIVE PRESCRIBED MEDICATIONS AT NO COST OR AT A MINIMAL COST. .THESE ARE MEDICATIONS THAT MANY WOULD OTHERWISE NOT HAVE BEEN ABLE TO AFFORD. ADDITIONALLY, CLIENTS WHO WERE WITHOUT A DOCTOR, CLINIC OR HEALTH INSURANCE WERE GIVEN INFORATION ON A LIST OF CLINICS THEY COULD CONSIDER VISITING TO HAVE THEIR HEALTH NEEDS ADDRESSED. TOTAL APPLICATIONS PROCESSED WAS 1,227. 100% OF NEW PARTICIPANTS ENROLLING IN THE PARS PROGRAM WERE AGE 60 AND OVER. EXISTING PARTICIPANTS WHO WERE UNDER AGE 60 WHEN ENROLLED IN THE PROGRAM A YEAR AGO, CONTINUE TO RECEIVE SERVICES.
Program expenses   $30,000.00$25,000.00
Grants and allocations made   $30,000.00$25,000.00
Program description   PRESCRIPTION ADVOCACY & REFERRAL SERVICE (PARS): IN 2014 THE PARS PROGRAM WAS REQUIRED TO PROVIDED SCREENING AND ENROLLMENT ASSISTANCE TO ADULTS (AGE 60 AND OVER) THAT RESULTED IN PRESCRIPTION ASSISTANCE THAT HELPED 112 CLIENTS RECEIVE PRESCRIBED MEDICATIONS AT NO COST OR AT A MINIMAL COST. .THESE ARE MEDICATIONS THAT MANY WOULD OTHERWISE NOT HAVE BEEN ABLE TO AFFORD. ADDITIONALLY, CLIENTS WHO WERE WITHOUT A DOCTOR, CLINIC OR HEALTH INSURANCE WERE GIVEN INFORATION ON A LIST OF CLINICS THEY COULD CONSIDER VISITING TO HAVE THEIR HEALTH NEEDS ADDRESSED. TOTAL APPLICATIONS PROCESSED WAS 1,227. 100% OF NEW PARTICIPANTS ENROLLING IN THE PARS PROGRAM WERE AGE 60 AND OVER. EXISTING PARTICIPANTS WHO WERE UNDER AGE 60 WHEN ENROLLED IN THE PROGRAM A YEAR AGO, CONTINUE TO RECEIVE SERVICES.PRESCRIPTION ADVOCACY & REFERRAL SERVICE (PARS): IN 2013 THE PARS PROGRAM PROVIDED SCREENING AND ENROLLMENT ASSISTANCE TO ADULTS THAT RESULTED IN PRESCRIPTION ASSISTANCE THAT HELPED 303 CLIENTS RECEIVE PRESCRIBED MEDICATIONS AT NO COST OR AT A MINIMAL COST. THESE ARE MEDICATIONS THAT MANY WOULD OTHERWISE NOT HAVE BEEN ABLE TO AFFORD. ADDITIONALLY, CLIENTS WHO WERE WITHOUT A DOCTOR, CLINIC OR HEALTH INSURANCE WERE GIVEN INFORATION ON A LIST OF CLINICS THEY COULD CONSIDER VISITING TO HAVE THEIR HEALTH NEEDS ADDRESSED.
PRESCRIPTION ADVOCACY & REFERRAL SERVICE - THE PARS PROGRAM PROVIDES SCREENING AND ENROLLMENT ASSISTANCE TO ADULTS (AGE 60 AND OVER) THAT RESULTED IN PRESCRIPTION ASSISTANCE THAT HELPED 69 CLIENTS RECEIVE 330 PRESCRIBED MEDICATIONS AT NO COST OR AT A MINIMAL COST. 24 PEOPLE WERE COUNSELED OR ENROLLED IN BADGER CARE INSURANCE & FOOD SHARE.
Program expenses $13,500.00$30,000.00  
Grants and allocations made $13,500.00$30,000.00  
Program description PRESCRIPTION ADVOCACY & REFERRAL SERVICE - THE PARS PROGRAM PROVIDES SCREENING AND ENROLLMENT ASSISTANCE TO ADULTS (AGE 60 AND OVER) THAT RESULTED IN PRESCRIPTION ASSISTANCE THAT HELPED 69 CLIENTS RECEIVE 330 PRESCRIBED MEDICATIONS AT NO COST OR AT A MINIMAL COST. 24 PEOPLE WERE COUNSELED OR ENROLLED IN BADGER CARE INSURANCE & FOOD SHARE.PRESCRIPTION ADVOCACY & REFERRAL SERVICE - THE PARS PROGRAM PROVIDES SCREENING AND ENROLLMENT ASSISTANCE TO ADULTS (AGE 60 AND OVER) THAT RESULTED IN PRESCRIPTION ASSISTANCE THAT HELPED 112 CLIENTS RECEIVE PRESCRIBED MEDICATIONS AT NO COST OR AT A MINIMAL COST.  
SENIOR BENEFIT ENROLLMENT: THE PROGRAM PROVIDED EDUCATION, SCREENING, AND ENROLLMENT OF OLDER ADULTS IN ECONOMIC BENEFIT PROGRAMS. 323 CLIENTS WERE HELPED AND SUBMITTED 402 TOTAL APPLICATIONS TO PROGRAMS SUCH AS MEDICARE SAVINGS PROGRAM, EXTRA HELP FOR MEDICARE PART D, AND FOOD SHARE FOR AN ESTIMATED TOTAL ECONOMIC BENEFIT OF $483,191 IN 2013.
Program expenses    $26,362.00
Grants and allocations made    $17,958.00
Program description    SENIOR BENEFIT ENROLLMENT: THE PROGRAM PROVIDED EDUCATION, SCREENING, AND ENROLLMENT OF OLDER ADULTS IN ECONOMIC BENEFIT PROGRAMS. 323 CLIENTS WERE HELPED AND SUBMITTED 402 TOTAL APPLICATIONS TO PROGRAMS SUCH AS MEDICARE SAVINGS PROGRAM, EXTRA HELP FOR MEDICARE PART D, AND FOOD SHARE FOR AN ESTIMATED TOTAL ECONOMIC BENEFIT OF $483,191 IN 2013.
SUPPORTIVE SERVICES - THE LOW INCOME PILOT PROGRAM IS A SUPPLEMENT TO ENERGY ASSISTANCE PROGRAM WHICH PROVIDES CASE MANAGEMENT AND FINANCIAL EDUCATION TO CLIENTS TO REDUCE THEIR ENERGY USAGE AND MAINTAIN THEIR ENERGY BILLS.
Program expenses  $115,271.00$225,000.00 
Grants and allocations made  $80,100.00$225,000.00 
Program description  SUPPORTIVE SERVICES - THE LOW INCOME PILOT PROGRAM IS A SUPPLEMENT TO ENERGY ASSISTANCE PROGRAM WHICH PROVIDES CASE MANAGEMENT AND FINANCIAL EDUCATION TO CLIENTS TO REDUCE THEIR ENERGY USAGE AND MAINTAIN THEIR ENERGY BILLS.SUPPORTIVE SERVICES: THE LOW INCOME PILOT PROGRAM IS A SUPPLEMENT TO ENERGY ASSISTANCE PROGRAM. PROVIDED A COMBINATION OF CASE MANAGEMENT AND FINANCIAL EDUCATION WORKSHOPS TO ENABLE CLIENTS TO REDUCE THEIR ENERGY USAGE AND MANAGE THEIR ENERGY BILLS. 
Financial data
Revenue
Total revenue$140,684.00$156,187.00$156,999.00$353,873.00$198,975.00
Revenue from contributions (total)$108,124.00$95,157.00$134,124.00$303,556.00$173,890.00
Investment income, current yr$20,905.00$8,154.00$0.00$0.00$0.00
Total revenue from grants, etc., current yr$108,124.00$95,157.00$134,124.00$303,556.00$173,890.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$11,655.00$52,876.00$22,875.00$50,317.00$25,085.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)  $0.00$0.00$0.00
Gross receipts$154,043.00$180,922.00$172,909.00$365,218.00$255,635.00
Sources of contributions
Revenue from fundraising events$1,900.00$3,456.00$1,145.00$694.00$1,000.00
Revenue from all other contributions$106,224.00$91,701.00$132,979.00$302,862.00$172,890.00
Other types of revenue
Miscellaneous revenue (total)   $10,124.00$13,673.00
Net revenue from gaming (total)$4,719.00$2,907.00$907.00  
Income from dividends, interest, and similar investments$20,905.00$8,154.00   
Net rental income  $0.00$0.00$0.00
Net income from fundraising events$6,936.00$49,969.00$21,968.00$40,193.00$11,412.00
Expense categories (totals)
Total functional expenses: sum of all$128,676.00$146,327.00$197,939.00$334,928.00$171,971.00
Total functional expenses: program service $125,031.00$143,327.00$189,771.00$326,864.00$166,462.00
Total functional expenses: management and general$3,645.00$3,000.00$0.00$0.00$0.00
Total functional expenses: fundraising$0.00$0.00$8,168.00$8,064.00$5,509.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Assets and liabilities
Total assets$186,961.00$191,439.00$197,603.00$207,233.00$179,934.00
Total assets, beginning of year$191,439.00$197,603.00$207,233.00$179,934.00$171,399.00
Total liabilities$9,280.00$25,766.00$41,790.00$10,480.00$2,126.00
Total liabilities, beginning of year$25,766.00$41,790.00$10,480.00$2,126.00$20,595.00
Pledges & accounts receivable, net    $0.00
Unrestricted net assets, end of yr$177,681.00$165,673.00$155,813.00$196,753.00$177,808.00
Net assets$177,681.00$165,673.00$155,813.00$196,753.00$177,808.00
Net assets, beginning of year$165,673.00$155,813.00$196,753.00$177,808.00$150,804.00
Other liabilities$0.00$25,697.00$40,279.00  
Other assets$153,166.00$129,971.00$121,818.00$124,030.00$117,540.00
Cash: non-interest bearing$33,795.00$33,538.00$75,785.00$23,866.00$8,429.00
Cash: non-interest bearing, beginning of year$33,538.00$75,785.00$23,866.00$8,429.00$39,940.00
Other financial variables
Revenue less expenses$12,008.00$9,860.00-$40,940.00$18,945.00$27,004.00
Accounts receivable, net $27,930.00$0.00$59,337.00$53,965.00
Accounts payable & accrued expenses$280.00$69.00$1,361.00$330.00$566.00
Deferred revenue$9,000.00$0.00$150.00$10,150.00$1,560.00
Total net assets or fund balances$177,681.00$165,673.00$155,813.00$196,753.00$177,808.00
Governance and accountability
Number of voting members191211117
Number of independent voting members191211117
Financial sheets auditedTrueTrueTrueTrueTrue
Audit on consolidated basisTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2017-01-012016-01-012015-01-012014-01-012013-01-01
Tax year end date2017-12-012016-12-012015-12-012014-12-012013-12-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Reason for form submission
Address change  True  
Date e-filing submitted2018-09-242017-09-132016-12-292016-01-142014-12-09
IRS schema version2017v2.32016v3.02015v2.12014v5.02013v3.0
Filing identifier201842129349301204201741569349300239201642299349300649201533029349301323201423169349304657
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