2023-11-10T14:14:57-06:00 2022-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-01-01 203514894 WOMEN'S FUND OF GREATER MILWAUKEE INC WOME 4142907350 316 N MILWAUKEE ST 215 MILWAUKEE WI 532025831 MONICA SHAH-DAVIDSON CHAIR 4142907350 2023-11-09 1 MONICA SHAH-DAVIDSON 999009999 1 KRISTINE BOERBOOM CPA P01262404 6082744020 2023-11-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA ORNEK ATTONITO 316 N MILWAUKEE ST 215 MILWAUKEE WI 532025831 376782 0 X WOMENSFUNDMKE.ORG X 2005 WI THE WOMEN'S FUND OF GREATER MILWAUKEE HAS A PURPOSE TO ACTIVATE PHILANTHROPY TO ADVANCE EQUITY FOR WOMEN. 17 17 0 50 0 0 490877 371552 0 0 8 30 -51394 -38755 439491 332827 201275 165349 0 0 154841 165720 0 0 70537 98606 131680 454722 462749 -15231 -129922 3974154 3318547 125453 138080 3848701 3180467 X THE MISSION OF THE WOMEN'S FUND OF GREATER MILWAUKEE IS TO ACTIVATE PHILANTHROPY THAT ADVANCES EQUITY FOR WOMEN. 0 0 176851 165349 0 GRANTMAKING AND SCHOLARSHIPS - WE ENGAGE IN THE POWER OF COLLECTIVE PHILANTHROPY ACROSS GENERATIONS EXCLUSIVELY ADDRESSING ISSUES THAT IMPACT WOMEN AND GIRLS. OUR FOCUS IS ECONOMIC EMPOWERMENT, LEADERSHIP DEVELOPMENT, AND EDUCATION. AS ONE OF THE LARGEST GRANTING ENTITIES IN WISCONSIN OF OUR KIND, WE PROVIDE ESSENTIAL FUNDING TO AREA NONPROFITS, HER SCHOLARSHIPS TO WOMEN WHO ARE NON-TRADITIONAL STUDENTS, AGE 35 OR OLDER, AND CONVENE THE COMMUNITY AROUND INTERESTING AND IMPORTANT ISSUES THAT IMPACT WOMEN. WE SUPPORT PROGRAMS AND PROJECTS THAT INFLUENCE A CHANGE IN ATTITUDE, BEHAVIOR, AND CULTURE, SO THAT WOMEN AND GIRLS CAN LIVE TO THEIR FULL POTENTIAL. USING THE PROCEEDS OF OUR ENDOWMENT COUPLED WITH FUNDS SECURED FROM THE COMMUNITY, WE SUPPORT SOLUTIONS THAT RESULT IN SUSTAINABLE AND LONG-LASTING TRANSFORMATION FOR OUR COMMUNITY. AS AN ENDOWED FUND, WE HAVE THE FREEDOM TO INVEST IN LONG-LASTING TRANSFORMATION, NON-TRADITIONAL PROGRAMS, WHILE CHALLENGING TRADITIONS TO CREATE INNOVATION. WE ARE RESPONSIVE TO CURRENT COMMUNITY NEEDS AND PRIORITIES. FOUNDED IN 1986, AND ESTABLISHED AS AN INDEPENDENT ORGANIZATION IN 2006, THE WOMEN'S FUND OF GREATER MILWAUKEE DEPENDS ON GIFTS FROM THE COMMUNITY. TODAY WE REMAIN COMMITTED TO ADVANCING EQUITY FOR WOMEN BY OFFERING SUPPORT TO AREA ORGANIZATIONS JUST AS WE'VE DONE FOR MORE THAN 3 DECADES. WE ARE PROUD MEMBERS OF THE WOMEN'S FUNDING NETWORK, AND WISCONSIN PHILANTHROPY NETWORK AND WISCONSIN WOMEN'S FUND ALLIANCE. 133689 0 0 CAPACITY BUILDING - RECOGNIZING THAT CONVENING THE COMMUNITY IS AN IMPORTANT PART OF OUR WORK, THE WOMEN'S FUND ORGANIZES UNIQUE EVENTS THROUGHOUT THE YEAR. EACH IS DESIGNED TO PROVIDE INFORMATION, CONNECT PEOPLE, CREATE CONVERSATIONS AND INSPIRE ACTION. OUR COMMUNITY TALK BACKS ASSEMBLED DIVERSE GROUPS OF PEOPLE AND FACILITATED INTERGENERATIONAL CONVERSATION ABOUT RELEVANT TOPICS TO ADVANCING EQUITY FOR WOMEN. ADDITIONALLY, AN ANNUAL EDUCATIONAL EVENT, THE WOMEN'S FUND PRESENTS, IS HELD EACH FALL AND FEATURES A KEYNOTE ADDRESS OR PANEL PRESENTATION. THE EVENT PROCEEDS SUPPORT THE ACTIVITIES OF THE FUND. 310540 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X LISA ORNEK ATTONITO 4142907350 316 N MILWAUKEE ST STE 215 MILWAUKEE WI 532025831 MARILKA VELEZ CHAIR 1.00 X X 0 0 0 MONICA SHAH-DAVIDSON VICE-CHAIR 1.00 X X 0 0 0 AMY MUEHLBAUER SECRETARY 1.00 X X 0 0 0 DONNA KLECZKA TREASURER 1.00 X X 0 0 0 ERIKA SANDER DIRECTOR 1.00 X 0 0 0 SANDY CUNNINGHAM DIRECTOR 1.00 X 0 0 0 STARLA THOMPSON DIRECTOR 1.00 X 0 0 0 ASHTON HENRY DIRECTOR 1.00 X 0 0 0 HEIDI FURLONG DIRECTOR 1.00 X 0 0 0 CHRIS GROTA DIRECTOR 1.00 X 0 0 0 NICOLE HORVATH DIRECTOR 1.00 X 0 0 0 MELISSA MCCORD DIRECTOR 1.00 X 0 0 0 ARLISSIA MCHENRY DIRECTOR 1.00 X 0 0 0 BETH ODIAN DIRECTOR 1.00 X 0 0 0 CHANDRA RODGERS DIRECTOR 1.00 X 0 0 0 DEB ROESNER DIRECTOR 1.00 X 0 0 0 KATHY SCHILL DIRECTOR 1.00 X 0 0 0 FELISA PARRIS THRU JAN 2022 DIRECTOR 1.00 X 0 0 0 LISA ORNEK ATTONITO EXECUTIVE DIRECTOR 40.00 X 109288 0 30962 109288 0 30962 1 0 0 0 EMPOWER HR LLC 126 N JEFFERSON ST STE 250 MILWAUKEE WI 532026100 EMPLOYEE LEASING SERVICES 172170 1 91550 280002 371552 30 30 5200 91550 43955 -38755 -38755 332827 0 0 -38725 130849 130849 34500 34500 140251 79943 28471 31837 15617 8902 3170 3545 9852 5616 2000 2236 10500 10500 31493 5476 9171 16846 14843 710 13850 283 4736 2699 962 1075 29146 16613 5917 6616 22087 12590 4483 5014 13206 11345 1197 664 2276 1297 462 517 MEMBERSHIP DUES 1904 1904 1489 1489 462749 310540 81672 70537 367727 365108 31261 31291 6500 5113 18765 19304 35366 35366 0 0 3549901 2897731 3974154 3318547 12263 17284 112200 114500 990 6296 125453 138080 X 3797719 3114444 50982 66023 3848701 3180467 3974154 3318547 X -129922 -538312 X 0 1 X 1 0 X 355997 390034 346908 490877 371552 1955368 355997 390034 346908 490877 371552 1955368 73932 1881436 26 24 10 8 30 98 1955466 32970 0.96210 0.96750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3542401 -513227 113858 25085 2890231 3040072 101072 528130 102783 24090 3542401 2800662 2160 367828 100230 30348 3040072 2620979 353141 151757 21701 2800662 2826552 1350 -35980 148254 22689 2620979 1.00000 0.00000 0.00000 1 0 4200 4200 0 27071 27071 0 4095 4095 0 0 BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 2890231 DEPOSITS 7500 2897731 -191759 8060 -538312 -530252 338493 -5666 -5666 332827 476475 8060 5666 13726 462749 0 462749 PART IV, LINE 2B: THE WOMEN'S FUND OF GREATER MILWAUKEE, INC. ACTS AS A FISCAL AGENT OR ADMINISTRATOR FOR AFRICAN AMERICAN WOMEN'S FUND, VIV NICAUS (HMONG), DENIM DAY, LESBIAN WOMEN, LATINAS EN ACCION, AND WOMEN IN DESIGN GROUP. PART V, LINE 4: THE BOARD OF DIRECTORS HAS DESIGNATED A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF THE ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF THE BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION -538,312. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -5,666. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 5,666. WOMEN'S FUND PRESENTS 96750 91550 5200 1500 19147 17642 5666 96750 91550 5200 1500 19147 17642 5666 43955 -38755 1 LOTUS LEGAL CLINIC 2515 N 124TH ST BROOKFIELD WI 53005 475156371 501(C)(3) 10000 0 OPERATIONS NEIGHBORHOOD HOUSE OF MILWAUKEE 2819 W RICHARDSON PL MILWAUKEE WI 53208 390806269 501(C)(3) 10000 0 WOMAN2WOMAN INTERGENERATIONAL DOMESTIC VIOLENCE PREVENTION INITIATIVE PLANNED PARENTHOOD OF WISCONSIN 302 NORTH JACKSON ST MILWAUKEE WI 53202 390863391 501(C)(3) 20000 0 CUIDANDONOS CRECEROMOS MAS SANOS (GROWING HEALTHY TOGETHER) CATHEDRAL CENTER 845 N VAN BUREN ST MILWAUKEE WI 53208 743038890 501(C)(3) 15000 0 WOMEN'S INDEPENDENCE PROGRAM WISCONSIN WOMEN'S NETWORK PO BOX 65 MADISON WI 53701 391194583 501(C)(3) 10000 0 POLICY INSTITUTE REVITALIZE MILWAUKEE 840 N DOCTOR MLK JR DR 600 MILWAUKEE WI 53203 392006470 501(C)(3) 14000 0 GENERAL SUPPORT FEMHEALTH USA INC 4711 GOLF RD 920 SKOKIE IL 60076 464144274 501(C)(3) 11849 0 GENERAL SUPPORT CONVERGENCE RESOURCE CENTER 7961 N 76TH ST MILWAUKEE WI 53223 043698740 501(C)(3) 10000 0 GENERAL SUPPORT SOJOURNER FOUNDATION INC 619 W WALNUT ST MILWAUKEE WI 53212 465489434 501(C)(3) 10000 0 GENERAL SUPPORT 9 0 SCHOLARSHIPS TO WOMEN OVER THE AGE OF 35 SEEKING TO COMPLETE DEGREE PROGRAMS AT SELECT COLLEGES AND UNIVERSITIES IN THE GREATER MILWAUKEE AREA 12 34500 PART I, LINE 2: THE WOMEN'S FUND MONITORS GRANTS ISSUED BY REQUIRING INTERIM AND FINAL FINANCIAL REPORTS DURING THE YEAR THE GRANT IS PROVIDED. FIELD INVESTIGATIONS ARE NOT REQUIRED, BUT ARE ALLOWABLE UNDER THE GRANTING AGREEEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS PROVIDED TO THE VOTING GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS AND OFFICERS ARE REMINDED ANNUALLY TO CONSIDER AND DISCLOSE ANY CONFLICTS OF INTEREST. THE DIRECTORS ARE ONLY REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AT THE BEGINNING OF EACH NEW TERM. ANY DIRECTOR HAVING DUALITY OF INTEREST OR CONFLICT OF INTEREST ON ANY MATTER SHALL ABSTAIN FROM VOTING ON THE MATTER AND SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE VOTE ON THE MATTER. IN ADDITION, HE OR SHE SHALL NOT USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, BUT MAY BRIEFLY STATE HIS OR HER POSITION ON THE MATTER AND MAY ANSWER PERTINENT QUESTIONS FROM OTHER DIRECTORS SINCE HIS OR HER KNOWLEDGE MAY BE OF GREAT ASSISTANCE. THE MINUTES OF THE MEETING INVOLVING ANY SUCH SITUATION SHALL REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS THE EXECUTIVE DIRECTOR'S SALARY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF THE BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION -538,312. FORM 990, PART V, LINE 2A WOMEN'S FUND OF GREATER MILWAUKEE, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, EMPOWER HR, LLC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF WOMEN'S FUND OF GREATER MILWAUKEE, INC., HOWEVER, EMPOWER HR, LLC IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM EMPOWER HR, LLC.