2023-11-14T16:00:47-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-01-01 470923289 SOCIAL DEVELOPMENT FOUNDATION INC SOCI 4149062700 1730 W NORTH AVENUE MILWAUKEE WI 53205 ALICIA SMITH-MCCANTS PRESIDENT 4149062700 2023-11-13 1 ALICIA SMITH-MCCANTS 999009999 0 KIMBERLY ANDERSON CPA P00188889 6086628600 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALICIA SMITH-MCCANTS 1730 W NORTH AVE MILWAUKEE WI 53205 558706 0 X N/A X 2003 WI 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 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. 15 15 0 170 0 0 391287 531206 2336 0 33127 -32264 0 -62885 426750 436057 338909 351000 0 0 26258 26258 0 0 0 20869 36667 386036 413925 40714 22132 579677 731275 278748 408215 300929 323060 STRENGTHEN MILWAUKEE COUNTY THROUGH OPPORTUNITIES FOR LOW-INCOME INDIVIDUALS TO ACHIEVE ECONOMIC STABILITY AND A POSITIVE QUALITY OF LIFE. 0 0 265000 265000 ASSET BUILDING - PROVIDED FREE TAX PREPARATION SERVICES TO RESIDENTS FILING FEDERAL AND STATE TAX RETURNS, GENERATING TAX REFUNDS AND TAX CREDITS WHILE SAVING TAX PREPARATION FEES. THE PROGRAM ALSO CONDUCTED FINANCIAL LITERACY WORKSHOPS WHERE CLIENTS PARTICIPATED AND OPENED BANK ACCOUNTS. 68500 68500 POVERTY SUMMIT PROVIDING INFORMATION FOR PEOPLE TO STAY INFORMED ON EVERYTHING AFFECTING POOR PEOPLE. 75677 17500 75677 17500 409177 1 1 0 0 0 0 0 0 0 1 0 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 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X PATRICK KIRSENLOHR 4142853909 9004 W LINCOLN AVE WEST ALLIS WI 53227 X ALICIA SMITH MCCANTS PRESIDENT 1.00 X X 0 0 0 LISA GOODMAN VICE PRESIDENT 1.00 X X 0 0 0 PHYLLIS CLARK TREASURER 1.00 X X 0 0 0 STANTHIA GRIER SECRETARY 1.00 X X 0 0 0 AL SMITH DIRECTOR 1.00 X 0 0 0 STANLEY BRISTER DIRECTOR 1.00 X 0 0 0 ERICA BEAN DIRECTOR 1.00 X 0 0 0 SARAH BLACKWELL DIRECTOR 1.00 X 0 0 0 VINCENT BOBOT DIRECTOR 1.00 X 0 0 0 DR SHANDOWLYON HENDRICKS-WILLIAMS DIRECTOR 1.00 X 0 0 0 GWENDOLYN JOHNSON DIRECTOR 1.00 X 0 0 0 ROBERT MCKINLEY DIRECTOR 1.00 X 0 0 0 BRIDGET WHITAKER DIRECTOR 1.00 X 0 0 0 AISHA BARKOW DIRECTOR 1.00 X 0 0 0 NAKEISHA ADAM DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 116463 27500 387243 12500 531206 32264 -32264 -32264 -32264 27500 116463 90385 -62885 -62885 436057 0 0 -95149 351000 351000 22520 22520 2015 2015 1723 1723 3643 3643 1105 1105 20246 20246 3600 3600 30 30 250 250 MISCELLANEOUS EXPENSE 5504 5504 BANK & CREDIT CARD FEES 1074 1074 PARTICIPANT RECRUITMENT 855 855 TELEPHONE 360 360 413925 409177 4748 0 99466 530017 254836 11000 4247 2499 221128 187759 579677 731275 256265 5975 22483 402240 278748 408215 X 296682 323060 4247 0 300929 323060 579677 731275 X 22132 -1 X 0 1 X 1 0 X 283708 449514 281604 391287 531206 1937319 283708 449514 281604 391287 531206 1937319 21254 1916065 1937319 57602 0.98900 0.94780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 221128 -32264 1105 187759 188943 33127 942 221128 167384 22393 834 188943 147897 20224 737 167384 150876 -2225 754 147897 1.00000 0.00000 0.00000 1 0 0 SDF ENDOWMENT-GREATER MILWAUKEE 187759 187759 DUE TO PRIMARY GOVERNMENT 402240 402240 PART V, LINE 4: THE INTENTIONS OF THE ENDOWMENT ARE TO HELP SUPPORT THE SOCIAL DEVELOPMENT COMMISSION'S PROGRAMS LEGACY GALA 143963 116463 27500 25574 15000 1500 48311 143963 116463 27500 25574 15000 1500 48311 90385 -62885 1 SOCIAL DEVELOPMENT COMMISSION 1730 W NORTH AVENUE MILWAUKEE WI 53205 391033230 GOV 351000 0 GENERAL SUPPORT 1 PART I, LINE 2: SDC PROGRAMS ARE ELIGIBLE TO REQUEST UNRESTRICTED GRANTS THROUGH A COMPETITIVE GRANT MAKING PROCESS. THE SDF COMPETITIVE APPLICATION PROCESS IS OPEN ONLY TO COMMUNITY RELATIONS - SOCIAL DEVELOPMENT COMMISSION PROGRAMS. THE NUMBER AND AMOUNT OF AWARD(S) ARE AT THE DISCRETION OF THE SOCIAL DEVELOPMENT FOUNDATION BOARD OF DIRECTORS. THE SOCIAL DEVELOPMENT FOUNDATION REQUIRES SDC FOLLOW APPLICABLE GRANTING LAWS REGARDING EACH GRANT. FORM 990, PART VI, SECTION B, LINE 11B THE REVIEW IS CONDUCTED BY THE FINANCE DIRECTOR WHO THEN GIVES IT TO THE PRESIDENT TO REVIEW AND SIGN. A COPY IS PROVIDED TO THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD, ITS COMMITTEES, AND ALL OFFICERS. IT IS MONITORED BY AN ANNUAL WRITTEN QUESTIONNAIRE (DISTRIBUTED AT THE OCTOBER RETREAT) AND IS REVIEWED AND MAINTAINED BY THE BOARD PRESIDENT. THE EXECUTIVE COMMITTEE OF THE SOCIAL DEVELOPMENT FOUNDATION INC (SDF) REVIEWS EACH TRANSACTION TO COME BEFORE THE BOARD FOR POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. IF POTENTIAL OR ACTUAL CONFLICTS (PAST, PRESENT OR FUTURE) ARE IDENTIFIED, THE PERSON DETERMINED TO HAVE A CONFLICT IS RECUSED FROM DELIBERATIONS AND VOTING. THE IDENTIFIED CONFLICTS OF INTEREST AND APPROPRIATE RECUSALS ARE DOCUMENTED IN THE MINUTES OF EACH BOARD OR COMMITTEE MEETING ONCE A YEAR. THE SDF BOARD OF DIRECTORS NEEDS TO READ THE CONFLICT OF INTEREST STATEMENT AND SIGN IT. INDIVIDUALS WHO HAVE A CONFLICT MUST LET THE BOARD PRESIDENT KNOW AND ARE PROHIBITED FROM BEING IN THE CONVERSATION AND VOTING ON THE ITEM IN QUESTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS OTHER DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING -1. SOCIAL DEVELOPMENT COMMISSION 1730 W NORTH AVENUE MILWAUKEE WI 53205 391033230 GOVERNMENTAL ENTITY WI GOV NOT APPLICABLE NOT APPLICABLE 0 SD PROPERTIES INC 1730 W NORTH AVENUE MILWAUKEE WI 53205 010661535 TITLE HOLDING WI 501(C)(25) NOT APPLICABLE SOCIAL DEVELOPMENT COMMISSION 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0