2023-11-13T14:49:33-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 100 MARITIME DRIVE SUITE 2B MANITOWOC WI 54220 990 2022-01-01 200419691 PROGRESS LAKESHORE INC PROG 9204820540 202 NORTH 8TH STREET STE 101 MANITOWOC WI 54220 ERIC SITKIEWITZ PRESIDENT 9204820540 2023-11-01 1 ERIC SITKIEWITZ XXX-XX-XXXX 0 LACEY SILBERNAGEL P01245590 9206845500 2023-10-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ERIC SITKIEWITZ 202 NORTH 8TH STREET STE 101 MANITOWOC WI 54220 275545 0 X PROGRESSLAKESHORE.ORG X 2004 WI TO ASSIST LOCAL BUSINESSES IN THEIR GROWTH IN THE MANITOWOC COUNTY AREA AND TO ATTRACT NEW BUSINESSES TO THE MANITOWOC COUNTY AREA. 17 17 7 33 0 0 260711 244307 4038 9787 2051 1371 -6240 -776 260560 254689 0 200000 0 0 163315 193302 0 0 0 71649 87406 234964 480708 25596 -226019 547604 381514 9473 69402 538131 312112 X TO ASSIST LOCAL BUSINESSES IN THEIR GROWTH IN THE MANITOWOC COUNTY AREA AND TO ATTRACT NEW BUSINESSES TO THE MANITOWOC COUNTY AREA. 0 0 EXCELLENCE IN ECONOMIC DEVELOPMENT AWARDS BREAKFAST IS A CELEBRATION TO RECOGNIZE BUSINESSES AND INDIVIDUALS WHO CREATE A POSITIVE BUSINESS CLIMATE IN MANITOWOC COUNTY. THERE ARE 5 AWARD CATEGORIES: (1) ENTREPRENEURIAL ACHIEVEMENT AWARD, (2) NEIGHBORHOOD DEVELOPMENT AWARD, (3) CORPORATE INVESTMENT AWARD, (4) ECONOMIC ACCELERATOR OF THE YEAR AWARD, AND (5) COMMUNITY ENHANCEMENT AWARD. THIS EVENT DREW APPROXIMATELY 150 PEOPLE, AND 11 AWARDS WERE GIVEN OUT (EACH CATEGORY HAD A WINNER AND A HONORABLE MENTION). GUEST WHO ATTENDED RECEIVED A PROGRAM BOOKLET SUMMARIZING ALL 34 NOMINEES' STORY. PERFECT YOUR PITCH IS A SERIES OF VIDEOS DESIGNED TO HELP BUDDING ENTREPRENEURS NAIL DOWN THEIR ELEVATOR PITCH, PERFECT SPEAKING IN PUBLIC, AND LEARN THE BASICS OF PITCHING A BUSINESS IDEA, IN PREPARATION FOR PARTICIPATING IN OUR ANNUAL LEVEL UP PITCH CONTEST. THE LEVEL UP PITCH CONTEST IS PRESENTED BY PROGRESS LAKESHORE AND REGIONAL PARTNERS. THE EVENT INCLUDES A PITCH BY EACH ENTREPRENEUR AND A QUESTION-AND-ANSWER PERIOD WITH LOCAL JUDGES. WINNER(S) RECEIVE PRIZE MONEY AND SERVICES. THIS EVENT OFFERS IN PERSON AND LIVE-STREAM VIEWING OPTIONS.THE LEVEL UP PITCH CONTEST HAD 6 PARTICIPANTS. WINNERS (FIRST AND SECOND) WENT ON TO COMPETE AT THE REGIONAL PITCH EVENT. OUR ENTREPRENEUR TRAINING PROGRAM IS AN IMMERSIVE COURSE OFFERED IN CONJUNCTION WITH THE WISCONSIN SMALL BUSINESS DEVELOPMENT CENTER. THE EIGHT-WEEK SESSIONS EQUIP ASPIRING ENTREPRENEURS TO START AND GROW SUCCESSFUL BUSINESSES. PARTICIPANTS ARE PROVIDED WITH INFORMATION, TIPS, EXERCISES, AND TOOLS TO HELP EVALUATE THEIR BUSINESS IDEAS AND DEVELOP THEIR BUSINESS PLANS. THERE WERE EIGHT PARTICIPANTS FOR THIS PROGRAM WITH FOUR OF THEM GOING ON TO PARTICIPATE IN OUR LOCAL PITCH CONTEST. 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 7 1 0 0 0 0 1 1 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X NICOLE SCHAUS 9204820540 202 N 8TH ST STE 101 MANITOWOC WI 54220 ERIC SITKIEWITZ BOARD MEMBER - VICE PRESIDENT 1.00 X X 0 0 0 GREG JAGEMANN BOARD MEMBER - PRESIDENT 1.00 X X 0 0 0 JAMIE AULIK EX OFFICIO 0.25 X 0 0 0 JUDY FERRY EX OFFICIO 0.25 X 0 0 0 JUSTIN NICKELS EX OFFICIO 0.25 X 0 0 0 KAITLIN BRICE BOARD MEMBER 0.50 X 0 0 0 KAREN NICHOLS EX OFFICIO 0.25 X 0 0 0 MARK HOLZMAN BOARD MEMBER 0.50 X 0 0 0 MICHAEL YEH BOARD MEMBER 0.50 X 0 0 0 MICHELLE FROEHLKE BOARD MEMBER 0.50 X 0 0 0 PATTY LEHN BOARD MEMBER - SECRETARY 1.00 X X 0 0 0 POLLY ABTS BOARD MEMBER 0.50 X 0 0 0 SETH ZIPPERER BOARD MEMBER 0.50 X 0 0 0 STEVE LITTLE BOARD MEMBER 0.50 X 0 0 0 SCOTT FERGUSON BOARD MEMBER 0.50 X 0 0 0 TODD GLOVER BOARD MEMBER 0.50 X 0 0 0 LISA JOHNSON BOARD MEMBER 0.50 X 0 0 0 DOUG SCHWALBE BOARD MEMBER 0.50 X 0 0 0 BILL SCHLEI BOARD MEMBER 0.50 X 0 0 0 ROBERT SEAL BOARD MEMBER - TREASURER 1.00 X X 0 0 0 MICHELLE SZYMIK BOARD MEMBER 0.50 X 0 0 0 SAM GRAGE PAST PRESIDENT 0.50 X 0 0 0 JAMIE ZASTROW EXECUTIVE DIRECTOR 40.00 X 73495 0 0 73495 0 0 0 0 0 0 0 22750 22599 198958 12310 244307 ENTREPRENEURIAL 900099 3500 3500 JOB FAIR 900099 3107 3107 ACCELERATION BREAKFAST 900099 1680 1680 WORKFORCE 900099 750 750 LEVELUP 900099 750 750 9787 1371 1371 3300 0 3300 3300 3300 15340 22750 19961 -4621 -4621 1440 895 545 545 254689 9787 0 595 200000 73495 105465 485 13857 191 9950 2025 11580 2520 28166 2238 3427 2971 PROGRAM EXPENSE 12513 DUES AND SUBSCRIPTIONS 8098 TRAINING AND DEVELOPMEN 1109 MEALS AND LODGING 771 1847 480708 X 160155 135134 363053 163942 1917 8140 4400 2899 48239 34928 16738 13311 1341 58088 547604 381514 9473 10937 0 1000 0 57465 9473 69402 X 537631 312112 500 0 538131 312112 547604 381514 -226019 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13783 6098 7685 34456 28830 5626 13311 SECURITY DEPOSIT 1341 RIGHT OF USE ASSET 56747 58088 OPERATING LEASE LIABILITY 57465 57465 ANNUAL AWARDS BREAKFAST 22720 18500 4220 650 2583 3181 LOCAL BOX MANITOWOC 15370 4250 11120 2657 10890 38090 22750 15340 650 5240 14071 19961 -4621 1 PROGRESS LAKESHORE FOUNDATION INC 202 NORTH 8TH STREET STE 101 MANITOWOC WI 54220 203512573 501(C)(3) 200000 0 GENERAL SUPPORT 1 0 PART I, LINE 2: THE ORGANIZATION PROVIDED ASSISTANCE TO A RELATED ORGANIZATION THAT SHARES BOARD MEMBERS. THESE BOARD MEMBERS MONITOR THE USE OF FUNDS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS THE AUDIT COMMITTEE REVIEW AND APPROVE THE 990. ONCE THE 990 IS APPROVED BY THE AUDIT COMMITTEE, THE 990 IS PRESENTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, COMMITTEE MEMBERS AND EMPLOYEES MUST SUBMIT A SIGNED CONFLICT OF INTEREST STATEMENT. THESE STATEMENTS ARE LOCATED AT THE ORGANIZATION'S LOCATION, AND ARE AVAILABLE UPON REQUEST TO ANY BOARD OR COMMITTEE MEMBER. THE CONFLICT OF INTEREST STATEMENTS ARE REVISITED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 A PERFORMANCE REVIEW IS COMPLETED (BY EXEC TEAM FOR EXECUTIVE DIRECTOR AND BY EXEC DIRECTOR FOR EMPLOYEES). IN ADDITION, RESEARCH IS DONE TO FIND COMPARABLE SALARY'S FOR THEIR POSITIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022 FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THERE WERE NO CHANGES TO THE AUDIT OVERSIGHT OR SELECTION PROCESS DURING THE CURRENT YEAR. PROGRESS LAKESHORE FOUNDATION INC 202 NORTH 8TH STREET STE 101 MANITOWOC WI 54220 203512573 TO SUPPORT PROGRESS LAKESHORE, INC. WI 501(C)(3) LINE 12B, II PROGRESS LAKESHORE INC 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 PROGRESS LAKESHORE FOUNDATION B 200000 CASH VALUE PROGRESS LAKESHORE FOUNDATION C 7500 CASH VALUE