2023-08-25T11:06:26-05:00 2022-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-01-01 020704244 WISPACT INC WISP 6082686006 226 CORPORATE DR MADISON WI 537142406 KEVIN HAYDE EXECUTIVE DIRECTOR 6082686006 2023-08-21 1 KEVIN HAYDE 999009999 0 SCOTT HAUMERSEN CPA P00084908 6082744020 2023-08-21 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEVIN HAYDE 226 CORPORATE DR MADISON WI 537142406 10229587 0 X WWW.WISPACT.ORG X 2002 WI TO MANAGE AND SUPERVISE ACTIVITIES OF POOLED AND COMMUNITY TRUSTS FOR PERSONS WITH DISABILITIES AND FOR OTHER CHARITABLE PURPOSES. 16 16 21 17 0 0 0 0 7536546 7229380 573494 -114703 0 0 8110040 7114677 217098 627125 4050280 4376006 1493620 2022395 0 0 0 771860 1013696 6532858 8039222 1577182 -924545 21065076 18413551 321060 684889 20744016 17728662 WISPACT ENHANCES THE WELL-BEING OF PEOPLE OF ALL AGES WITH DISABILITIES ACROSS WISCONSIN THROUGH THE MANAGEMENT OF SPECIAL NEEDS TRUSTS BY PROMOTING MORE CHOICE AND OPPORTUNITIES. 0 0 6724031 622980 7229380 BENEFICIARY AND CREATOR SERVICES-PROVIDE INFORMATION, REFERRAL, ADVOCACY, AND OVERSIGHT TO AND FOR PERSONS WHO CREATE OR BENEFIT BY SPECIAL NEEDS TRUST ACCOUNTS FOR DISABLED PERSONS. BENEFICIARY SPECIALISTS PROCESS DISBURSEMENT REQUESTS FOR BENEFICIARIES OUT OF THEIR TRUST ACCOUNTS. TRUST ADVISORS COORDINATE THE SET-UP OF NEW TRUST ACCOUNTS CREATED. 260931 4145 0 EDUCATION AND OUTREACH-PROVIDE EDUCATION TO THE PUBLIC ABOUT SPECIAL NEEDS TRUSTS FOR PEOPLE WITH DISABILITIES THROUGH PUBLICATIONS ONLINE AND IN PRINT AND THROUGH PRESENTATIONS TO GROUPS. 6984962 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X FINE POINT CONSULTING LLC 6089608914 303 S PATERSON STREET STE 1 MADISON WI 53073 KEVIN HAYDE EXECUTIVE DIRECTOR 40.00 X 173951 0 32736 ERIC DEGROOT FOUNDATION DIRECTOR 40.00 X 119496 0 19459 JULIE STRENN CHAIR 1.00 X X 0 0 0 BARBARA HUGHES SECRETARY 1.00 X X 0 0 0 JORDON GEIGER TREASURER 1.00 X X 0 0 0 BRIDGET ERWIN IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 GENE LAROCK DIRECTOR 1.00 X 0 0 0 BLAINE PATINO DIRECTOR 1.00 X 0 0 0 HEATHER POSTER DIRECTOR 1.00 X 0 0 0 KATE SCHILLING DIRECTOR 1.00 X 0 0 0 TOM SCHRAEDER DIRECTOR 1.00 X 0 0 0 KATHRYNE AUERBACK DIRECTOR 1.00 X 0 0 0 MARISSA BLACKMORE DIRECTOR 1.00 X 0 0 0 ARIC BURCH DIRECTOR 1.00 X 0 0 0 JENNIFER IMEDIEGWU DIRECTOR 1.00 X 0 0 0 PHIL KONRATH DIRECTOR 1.00 X 0 0 0 TRICIA WILKINSON DIRECTOR 1.00 X 0 0 0 ELIZABETH WINGARD DIRECTOR 1.00 X 0 0 0 293447 0 52195 2 0 1 0 0 TRUST PROCEEDS UPON TERMINATION 900099 4790231 4790231 SERVICE FEES 523940 1978684 1978684 RETAINED FUND REIMBURSEMENT 900099 280315 280315 SET UP FEES 523940 180150 180150 7229380 237289 237289 2762918 3114910 -351992 -351992 -351992 7114677 7229380 0 -114703 627125 627125 4376006 4376006 206688 103344 103344 1246585 950255 296330 112163 81316 30847 353031 255942 97089 103928 75346 28582 41510 40449 1061 82176 6908 75268 89804 89804 84542 84542 100807 77995 22812 66000 2634 63366 10774 160 10614 110540 81606 28934 38956 16218 22738 13581 387 13194 796 796 69883 69883 8000 8000 296327 289271 7056 8039222 6984962 1054260 0 1416894 984879 1 0 174929 171554 108157 79422 211306 188702 73836 22604 11958618 10061241 73658 63670 0 52000 7258983 6978181 21065076 18413551 314180 219073 6880 465816 321060 684889 X 20744016 17728662 20744016 17728662 21065076 18413551 X -924545 -1023145 -1067664 X 0 1 X 1 0 X 6542068 5636389 7296544 7536546 7229380 34240927 65000 65000 6542068 5701389 7296544 7536546 7229380 34305927 0 0 0 34305927 334917 304770 299950 279243 237289 1456169 334917 304770 299950 279243 237289 1456169 6876985 6006159 7596494 7815789 7466669 35762096 0.95930 0.95580 0.04070 0.04420 X 7251091 960000 -1035038 637559 32625 6505869 3465495 3375000 604038 168098 25344 7251091 3200000 277695 12200 3465495 1.00000 0.00000 0.00000 1 0 211306 188702 22604 22604 ENDOWMENT IN GREATER MILWAUKEE FOUNDATION 6505869 SECURITY DEPOSIT 11179 OPERATING LEASE RIGHT-OF-USE ASSETS 461133 6978181 OPERATING LEASE OBLIGATIONS 465816 465816 4934064 -1023145 -1157468 -2180613 7114677 0 7114677 7949418 0 7949418 89804 89804 8039222 PART V, LINE 4: WISPACT ESTABLISHED A FUND AT THE GREATER MILWAUKEE FOUNDATION WITHOUT DONOR RESTRICTIONS AS A BENEFICIAL INTEREST IN A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF WISPACT. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -89,804. CHANGE IN INVESTMENT IN GREATER MILWAUKEE FOUNDATION -1,067,664. 1 ACCESS TO INDEPENDENCE 3810 MILWAUKEE STREET MADISON WI 53714 391240200 501C3 10000 0 PROGRAM SUPPORT ALS ASSOCIATION WI CHAPTER 3333 N MAYFAIR ROAD STE 104 WAUWATOSA WI 53222 133271855 501C3 7330 0 PROGRAM SUPPORT ARTS FOR ALL 1709 ABERG AVENUE STE 1 MADISON WI 53704 391526913 501C3 10000 0 PROGRAM SUPPORT AUTISM SOCIETY OF GREATER WI 1477 KENWOOD DRIVE MENASHA WI 54952 391353925 501C3 8000 0 PROGRAM SUPPORT AUTISM SOCIETY OF SOUTHEASTERN WI 3720 N 124TH STREET STE O WAUWATOSA WI 54952 391708201 501C3 10000 0 PROGRAM SUPPORT BETTY BRINN CHILDRENS MUSEUM 929 E WISCONSIN AVE MILWAUKEE WI 53202 391681155 501C3 10000 0 PROGRAM SUPPORT BEYOND VISION 5316 W STATE STREET MILWAUKEE WI 53208 391524326 501C3 10000 0 PROGRAM SUPPORT BLOOM 360 LEARNING CENTER N8921 STONE SCHOOL ROAD EAST TROY WI 53120 475536116 501C3 10000 0 PROGRAM SUPPORT BLUE LOTUS FARMS 5501 COUNTY ROAD M WEST BEND WI 53095 431989545 501C3 10000 0 PROGRAM 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MOUNT ZION RIPON WI 54971 862594924 501C3 10000 0 PROGRAM SUPPORT FAMILY VOICES 1483 SUNRISE LANE BELLEVILLE WI 53508 260402030 501C3 9500 0 PROGRAM SUPPORT FISHING THAT HAS NO BOUNDARIES PO BOX 175 HAYWARD WI 54843 391638343 501C3 6460 0 PROGRAM SUPPORT FRIENDSHIP CIRCLE 8649 N PORT WASHINGTON ROAD FOX POINT WI 53217 391819245 501C3 10000 0 PROGRAM SUPPORT GIGI'S PLAYHOUSE FOX POINT WI 8685 N PORT WASHINGTON ROAD FOX POINT WI 53217 200058563 501C3 19567 0 PROGRAM SUPPORT GIGI'S PLAYHOUSE WESTON WI 3910 SCHOFIELD AVENUE STE 3 WESTON WI 54476 463445347 501C3 10000 0 PROGRAM SUPPORT GOODWILL INDUSTRIES 6055 N 91ST STREET MILWAUKEE WI 53225 390808491 501C3 10000 0 PROGRAM SUPPORT INCONTROL 2935 S FISH HATCHERY ROAD 233 MADISON WI 53711 270803730 501C3 10000 0 PROGRAM SUPPORT INDEPENDENCE FIRST 540 SOUTH 1ST STREET MILWAUKEE WI 53204 391343425 501C3 7500 0 PROGRAM SUPPORT ISLANDS OF BRILLANCE PO BOX 774 MILWAUKEE WI 53201 471249195 501C3 10000 0 PROGRAM SUPPORT JOURNEY 21 W229N2512 DUPLAINVILLE ROAD WAUKESHA WI 53186 844727592 501C3 9500 0 PROGRAM SUPPORT JOURNEYS LUTHERAN SCHOOL 5425 S 111TH STREET HALES CORNERS WI 53130 391557379 501C3 10122 0 PROGRAM SUPPORT LE PHILLIPS 1515 BALL STREET EAU CLAIRE WI 54703 390971649 501C3 9000 0 PROGRAM SUPPORT MCFI 2020 W WELLS STREET MILWAUKEE WI 53233 390806257 501C3 10000 0 PROGRAM SUPPORT MEQUON NATURE PRESERVE 8200 W COUNTY LINE ROAD MEQUON WI 53097 451562527 501C3 7500 0 PROGRAM SUPPORT MILWAUKEE SYMPHONY ORCHESTRA 212 W WISCONSIN AVENUE MILWAUKEE WI 53203 396023436 501C3 10000 0 PROGRAM SUPPORT MOVIN' OUT 902 ROYSTER OAKS DRIVE 105 MADISON WI 53714 391833482 501C3 10000 0 PROGRAM SUPPORT NEIGHBOR TO NEIGHBOR 1790 SCRIBNER STREET SPOONER WI 54801 851780798 501C3 9080 0 PROGRAM SUPPORT NATURES EDGE 2523 14 3/4 AVENUE RICE LAKE WI 54868 392036389 501C3 10000 0 PROGRAM SUPPORT OCCUPAWS PO BOX 45857 MADISON WI 53744 205172386 501C3 7500 0 PROGRAM SUPPORT ONE CITY SCHOOLS 2012 FISHER STREET MADISON WI 53713 471490574 501C3 10000 0 PROGRAM SUPPORT OPPORTUNITIES DEVELOPMENT INC 1191 HUNTINGTON AVENUE WISCONSIN RAPIDS WI 54494 391044318 501C3 10000 0 PROGRAM SUPPORT PADRES E HIJOS 2809 FISH HATCHERY ROAD STE 204 FITCHBURG WI 53713 842927551 501C3 10000 0 PROGRAM SUPPORT PARALYZED VETERANS OF AMERICA 750 N LINCOLN MEMORIAL DRIVE STE 422 MILWAUKEE WI 53202 131946868 501C3 10000 0 PROGRAM SUPPORT PAWSTISM INC 1229 ERIE AVENUE SHEBOYGAN WI 53081 831930652 501C3 10000 0 PROGRAM SUPPORT PEOPLE FIRST WISCONSIN 5150 N PORT WASHINGTON ROAD STE 102 GLENDALE WI 53217 392024297 501C3 10000 0 PROGRAM SUPPORT REACH INC 2205 HEIMSTEAD ROAD EAU CLAIRE WI 53202 237433428 501C3 10000 0 PROGRAM SUPPORT REVITALIZE MILWAUKEE 840 N MARTIN LUTHER KING DRIVE MILWAUKEE WI 53202 392006470 501C3 10000 0 PROGRAM SUPPORT SENIOR CITIZENS ACTIVITIES 2378 W WASHINGTON ST STE A WEST BEND WI 53095 391091440 501C3 10000 0 PROGRAM SUPPORT SKYLIGHT THEATER 158 N BROADWAY MILWAUKEE WI 53202 390975374 501C3 10000 0 PROGRAM SUPPORT SPECIAL OLYMPICS 2310 CROSSROADS DRIVE STE 1000 MADISON WI 53718 391176591 501C3 10000 0 PROGRAM SUPPORT THE ABILITY CENTER 10300 W WISCONSIN AVENUE WAUWATOSA WI 53226 263510832 501C3 15000 0 PROGRAM SUPPORT THE ARC OF RACINE COUNTY 6216 WASHINGTON AVENUE STE C-5 RACINE WI 53406 391232958 501C3 8440 0 PROGRAM SUPPORT THE ARC WI PO BOX 201 STOUGHTON WI 53589 135642032 501C3 7000 0 PROGRAM SUPPORT UNITED TRAINING FOUNDATION N122W5790 SHEBOYGAN RD STE 206 CEDARBURG WI 53012 873534283 501C3 10000 0 PROGRAM SUPPORT VARIETY THE CHILDRENS CHARITY 12425 KNOLL ROAD STE 120 ELM GROVE WI 53122 390977152 501C3 10000 0 PROGRAM SUPPORT VISION FORWARD 912 N HAWLEY ROAD MILWAUKEE WI 53213 390808506 501C3 10000 0 PROGRAM SUPPORT VALLEY PACKAGING INDUSTRIES 110 N KENSINGTON DRIVE APPLETON WI 54915 390921632 501C3 7065 0 PROGRAM SUPPORT WISCONSIN PARKINSON ASSOCIATION 16655 W BLUEMOUND RD STE 330 BROOKFIELD WI 53005 391492810 501C3 6000 0 PROGRAM SUPPORT WISCONSIBS 211 E FRANKLIN STREET STE C APPLETON WI 54911 391942794 501C3 9000 0 PROGRAM SUPPORT YESHIVA ELEMENTARY SCHOOL 5115 W KEEFE MILWAUKEE WI 53216 391631932 501C3 10000 0 PROGRAM SUPPORT BLACK RIVER AREA FOUNDATION 101 SOUTH SECOND STREET BLACK RIVER WI 54615 391563654 501C3 10000 0 PROGRAM SUPPORT 61 0 PART I, LINE 2: FINAL REPORTS, FOR GRANTS ARE DUE TO THE WISPACT FOUNDATION BY THE SECOND MONDAY OF EACH JULY FOLLOWING THE YEAR A GRANT IS AWARDED, I.E. 2022 GRANT AWARDEES ARE REQUIRED TO SUBMIT A FINAL REPORT, WHICH DETAILS THE FOLLOWING, BY JULY 10, 2023: - NAME OF ORGANIZATION - CONTACT PERSON - AMOUNT AWARDED - AMOUNT SPENT - A COPY OF FINAL BUDGET EXPENSES AND REMAINDER FUNDS - NUMBER OF INDIVIDUALS SERVED THROUGH PROJECT/SERVICE THE FINAL REPORT SHOULD DESCRIBE THE GRANTED PROJECT AND HOW GOALS AND OBJECTIVES WERE MET AS A DEFINITION OF THE SUCCESS OF THE PROJECT. X X 0 0 0 0 0 0 0 0 0 KEVIN HAYDE EXECUTIVE DIRECTOR 160899 0 13052 0 0 0 8308 0 24428 0 206687 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S ACCOUNTANT AND EXECUTIVE DIRECTOR AND THEN REVIEWED AND APPROVED BY THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND DIRECTORS ANNUALLY SIGN A STATEMENT DISCLOSING INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE EXECUTIVE DIRECTOR ALSO REVIEWS ALL TRANSACTIONS AS THEY OCCUR TO DETERMINE IF A CONFLICT EXISTS AND INVESTIGATES ANY POTENTIAL CONFLICTS OF INTEREST. IF A DIRECTOR OR OFFICER OF WISPACT, INC. OR ANY ENTITY, IN WHICH SUCH PERSON IS A DIRECTOR OR OFFICER OR HAS A MATERIAL FINANCIAL INTEREST, IS A PARTY TO A CONTRACT OR TRANSACTION WITH WISPACT, INC. OR WOULD MATERIALLY BENEFIT THEREFROM, SUCH RELATIONSHIP SHALL BE DISCLOSED AND THE DIRECTOR OR OFFICER SHALL RECUSE HIMSELF OR HERSELF FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A AN INDEPENDENT PROFESSIONAL SERVICES FIRM WAS HIRED TO RESEARCH AND ANALYZE COMPENSATION DATA THAT WAS THEN PRESENTED TO THE MEMBERS OF THE GOVERNING BODY. THE COMPENSATION DATA IS USED BY THE MEMBERS OF THE GOVERNING BODY IN CONJUNCTION WITH A PERFORMANCE EVALUATION TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THIS PROCESS WAS LAST UNDERTAKEN IN JULY 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WERE MADE AVAILABLE TO THE PUBLIC AT THE ORGANIZATION'S OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART XI, LINE 9: CHANGE IN INVESTMENT IN GREATER MILWAUKEE FOUNDATION -1,067,664.