2024-03-07T09:36:19-06:00 2023-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2022-07-01 391091203 LITERACY SERVICES OF WISCONSIN INC LITE 4143445878 555 N PLANKINTON AVE MILWAUKEE WI 532032910 HOLLY MCCOY EXECUTIVE DIRECTOR 4143445878 2024-03-05 1 HOLLY MCCOY 999009999 1 JENNY TARKOWSKI CPA P00634290 6082744020 2024-03-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HOLLY MCCOY 555 N PLANKINTON AVE MILWAUKEE WI 532032910 1945711 0 X WWW.LITERACYSERVICES.ORG X 1965 WI LITERACY SERVICES OF WISCONSIN PARTNERS WITH MOTIVATED ADULTS TO PROVIDE ACCESS TO QUALITY BASIC EDUCATION AND SKILLS TRAINING SO THEY CAN IMPROVE THEIR LIVES, ENRICH THEIR FAMILIES, AND STRENGTHEN OUR COMMUNITY. 17 17 30 283 0 0 1906719 1804836 2544 4226 33409 24569 -38292 -16456 1904380 1817175 3049 6879 0 0 1217242 1380390 0 0 149679 427809 468796 1648100 1856065 256280 -38890 1468251 1933710 22991 453295 1445260 1480415 X LITERACY SERVICES OF WISCONSIN PARTNERS WITH MOTIVATED ADULTS TO PROVIDE ACCESS TO QUALITY BASIC EDUCATION AND SKILLS TRAINING SO THEY CAN IMPROVE THEIR LIVES, ENRICH THEIR FAMILIES, AND STRENGTHEN OUR COMMUNITY. 0 0 584898 0 4226 ADULT EDUCATION - FOR LEARNERS AT LOWER LITERACY LEVELS, WE ARE THE ONLY ORGANIZATION IN OUR COMMUNITY IMPLEMENTING THE EVIDENCE-BASED WILSON READING SYSTEM. UNDER TWO CERTIFIED STAFF LEADERS, THIS RIGOROUS PROGRAM PROVIDES HIGHLY EFFECTIVE INSTRUCTION USING A PHONETIC APPROACH TO READING FOR ADULTS. MID-LEVEL LEARNERS WISHING TO TRANSITION TO SECONDARY CREDENTIALING PROGRAMS ARE ENROLLED IN BRIDGE COURSES INTENDED TO PREPARE THEM FOR LANGUAGE AND NUMERACY SKILLS NEEDED TO OBTAIN A HIGH SCHOOL EQUIVALENCY DIPLOMA (HSED) OR GED. ALL STUDENTS IDENTIFY INDIVIDUAL GOALS AND BUILD SOFT SKILLS FOR EMPLOYMENT WHILE ENGAGED IN ACADEMIC STUDIES. 572998 6879 0 CREDENTIALING PROGRAMS - WE PROVIDE DIRECT INSTRUCTION AND CREDENTIALING SERVICES FOR ADULTS LOOKING TO EARN A HSED OR GED. ADULTS ASSESSED AT OR ABOVE A 7TH-GRADE LEVEL MEET WITH OUR STAFF TO DETERMINE THE MOST APPROPRIATE PATH TO THEIR LEARNING AND EMPLOYMENT GOALS. USING A HIGHLY PERSONALIZED ONE-ON-ONE VOLUNTEER TUTORING MODEL, ADULT LEARNERS MAY CHOOSE TO STUDY SUBJECTS AT THEIR OWN PACE TO PREPARE FOR THE FOUR STATE-CERTIFIED GED EXAMS: LANGUAGE ARTS, MATH, SCIENCE, AND SOCIAL STUDIES. ALTERNATIVELY, STUDENTS MAY CHOOSE TO ENTER A HSED PROGRAM, OR ONE OF THE PRE-APPRENTICESHIP CONTEXTUALIZED HSEDS THAT OFFER ADDITIONAL TRAINING FOR THE SKILLED TRADES IN CONSTRUCTION AND MANUFACTURING. HSED COURSES ARE COMPETENCY-BASED AND DELIVERED IN A COHORT MODEL IN WHICH LEARNING IS CUSTOMIZED AND RELEVANT TO EACH LEARNER'S SKILLS, GOALS AND SCHEDULE. 373927 0 0 ENGLISH LANGUAGE LEARNING (ELL) - THIS PROGRAM ADDRESSES THE BARRIERS AND LACK OF ACCESS TO SERVICES THAT ADULTS FROM OTHER LANGUAGE BACKGROUNDS AND THEIR FAMILIES FACE DAILY. GAINING FLUENCY IN ENGLISH IS ESSENTIAL TO FULLY PARTICIPATE IN OUR COMMUNITY AND TO ACQUIRE, MAINTAIN, AND ADVANCE IN EMPLOYMENT THAT PROVIDES A FAMILY-SUSTAINING WAGE. WE OFFER VARIOUS MODES OF ENGLISH LANGUAGE INSTRUCTION, INCLUDING ONE-ON-ONE TUTORING, SMALL GROUP, CLASSROOM, AND THE CURRENT DEVELOPMENT OF A HYBRID MODEL. 1531823 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 30 1 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 0 1 1 1 1 1 1 0 0 WI X TAMMY KNUTSON 4147553903 555 N PLANKINTON AVE MILWAUKEE WI 532032910 HOLLY MCCOY EXECUTIVE DIRECTOR 40.00 X 101602 0 7887 JENNY LITTMANN PRESIDENT 2.00 X X 0 0 0 COLIN HUTT PRESIDENT ELECT 1.00 X X 0 0 0 DANIEL LAFRENZ TREASURER 2.00 X X 0 0 0 KERRY LEET SECRETARY 2.00 X X 0 0 0 JIM PAETSCH PAST PRESIDENT 2.00 X X 0 0 0 GIL CUBIA DIRECTOR 1.00 X 0 0 0 DR DAMIRA GRADY DIRECTOR 1.00 X 0 0 0 TANYA HOLLER MUENCH DIRECTOR 1.00 X 0 0 0 MICHAEL KNOELLER DIRECTOR 1.00 X 0 0 0 KATIE MERTZ DIRECTOR 1.00 X 0 0 0 JOSHUA PALLEON DIRECTOR 1.00 X 0 0 0 DAVID PRITCHARD DIRECTOR 1.00 X 0 0 0 MIKAL WESLEY DIRECTOR 1.00 X 0 0 0 CATHY KRESNAK DIRECTOR (FROM 09/2022) 1.00 X 0 0 0 ANTHONY BOWERS DIRECTOR (FROM 10/2022) 1.00 X 0 0 0 MELISSA WILCOX DIRECTOR (FROM 02/2023) 1.00 X 0 0 0 CHRISTOPHER HABJAN DIRECTOR (FROM 05/2023) 1.00 X 0 0 0 KIMBERLY CHESIR DIRECTOR (THRU 01/2023) 1.00 X 0 0 0 MIKE WYSON DIRECTOR (THRU 03/2023) 1.00 X 0 0 0 101602 0 7887 1 0 0 0 0 188310 90055 470422 1056049 1804836 REGISTRATION AND MATER 611699 3644 3644 582 582 4226 25392 25392 83264 84087 -823 -823 -823 27993 90055 44449 -16456 -16456 1817175 4226 0 8113 6879 6879 123358 101970 10504 10884 1056665 876870 85266 94529 11125 8698 1635 792 102606 80217 15081 7308 86636 72253 6824 7559 10000 10000 5860 5860 53677 41372 12005 300 27901 13134 2288 12479 57257 44227 8918 4112 29476 25813 2356 1307 239930 222524 8741 8665 5126 4974 116 36 7679 6081 1174 424 535 272 249 14 7663 6928 350 385 22777 19023 2908 846 915 588 288 39 1856065 1531823 174563 149679 148893 144131 167060 167073 170356 196843 7747 7051 85377 75435 16700 9942 922485 964200 12014 9750 22996 434720 1468251 1933710 21464 38103 1527 415192 22991 453295 X 761620 760592 683640 719823 1445260 1480415 1468251 1933710 X -38890 73654 391 X 0 1 X 1 0 X 1363000 1245766 1662054 1906719 1804836 7982375 1363000 1245766 1662054 1906719 1804836 7982375 1168309 6814066 20208 56 21530 17205 25392 84391 8066766 104292 0.84470 0.84390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 958146 98598 59406 997338 1099446 -135373 5927 958146 865560 233886 1099446 870869 2241 7550 865560 819517 56443 5091 870869 0.39120 0.41385 0.19495 0 0 85377 75435 9942 9942 CASH SURRENDER VALUE OF LIFE INSURANCE 23387 OPERATING LEASE RIGHT-OF-USE ASSETS 402736 FINANCE LEASE RIGHT-OF-USE ASSET 8597 434720 FINANCE LEASE LIABILITY 8679 OPERATING LEASE LIABILITY 406513 415192 2207080 73654 277271 -5469 345456 1861624 -44449 -44449 1817175 2171925 277271 44449 321720 1850205 5860 5860 1856065 PART V, LINE 4: THE INCOME FROM THE ENDOWMENT FUNDS CAN BE USED TO SUPPORT THE ORGANIZATION'S GENERAL ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 391. INVESTMENT EXPENSES REPORTED ON FORM 990, PART IX, LINE 11F -5,860. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -44,449. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 44,449. AWARDS DINNER 116350 90055 26295 30905 13252 116350 90055 26295 30905 13252 44157 -17862 0 GED TEST FEES AND SCHOLARSHIPS 117 5094 HSED GRADUATE CREDENTIAL FEES 119 1785 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE FINANCE COMMITTEE BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE MEMBERS OF THE GOVERNING BODY USE A REGIONAL NONPROFIT COMPENSATION SURVEY THAT IS PUBLISHED EVERY TWO YEARS TO DETERMINE THE COMPENSATION FOR ALL POSITIONS IN THE ORGANIZATION. THE SURVEY WAS LAST USED IN FISCAL YEAR 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 391.