2024-09-03T12:33:08-05:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 020704244 WISPACT INC WISP 6082686006 226 CORPORATE DR MADISON WI 537142406 KEVIN HAYDE EXECUTIVE DIRECTOR 6082686006 2024-08-30 1 1 JASON STEPHENS CPA P01263225 6082744020 2024-08-30 2023 2024-08-08 14:25:15Z KEVIN HAYDE 226 CORPORATE DR MADISON WI 537142406 15280488 0 X 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 19 20 0 0 0 0 7229380 8880407 -114703 222272 0 0 7114677 9102679 627125 667290 4376006 4808031 2022395 2113978 0 0 0 1013696 690567 8039222 8279866 -924545 822813 18413551 20535619 684889 621126 17728662 19914493 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 7112444 667290 8880407 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. 180180 0 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. 7292624 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 11 0 19 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 301 S BLOUNT STREET STE 204 MADISON WI 53073 JULIE STRENN CHAIR 1.00 X X 0 0 0 TOM SCHRAEDER VICE CHAIR 1.00 X X 0 0 0 JORDON GEIGER TREASURER 1.00 X X 0 0 0 BARBARA HUGHES SECRETARY 1.00 X X 0 0 0 BRIDGET ERWIN IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 ARIC BURCH DIRECTOR 1.00 X 0 0 0 BLAINE PATINO DIRECTOR 1.00 X 0 0 0 ELIZABETH WINGARD DIRECTOR 1.00 X 0 0 0 GENE LAROCK DIRECTOR 1.00 X 0 0 0 HEATHER POSTER DIRECTOR 1.00 X 0 0 0 JENNIFER IMEDIEGWU 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 PHIL KONRATH DIRECTOR 1.00 X 0 0 0 TRICIA WILKINSON DIRECTOR 1.00 X 0 0 0 KATE SCHILLING DIRECTOR 1.00 X 0 0 0 KEVIN HAYDE EXECUTIVE DIRECTOR 40.00 X 177682 0 33514 177682 0 33514 1 0 1 0 0 TRUST PROCEEDS UPON TERMINATION 900099 6534284 6534284 SERVICE FEES 523940 2152323 2152323 SET UP FEES 523940 193800 193800 8880407 305131 305131 6094950 6177809 -82859 -82859 -82859 9102679 8880407 0 222272 667290 667290 4808031 4808031 211196 105598 105598 1275973 1025419 250554 124461 94655 29806 393593 299334 94259 108755 82710 26045 21046 11385 9661 91148 7408 83740 88543 88543 99721 99721 59105 50358 8747 94891 10624 84267 2381 316 2065 127759 94318 33441 23498 17593 5905 18334 2435 15899 566 566 37684 37684 9001 9001 16890 15150 1740 8279866 7292624 987242 0 984879 808203 0 212647 171554 195364 79422 85351 218087 202816 22604 15271 10061241 11122158 63670 157807 52000 28429 6978181 7910389 18413551 20535619 219073 259045 465816 362081 684889 621126 X 17728662 19914493 17728662 19914493 18413551 20535619 X 822813 659236 703782 X 0 1 X 1 0 X 5636389 7296544 7536546 7229380 8880407 36579266 65000 65000 5701389 7296544 7536546 7229380 8880407 36644266 0 0 0 36644266 304770 299950 279243 237289 305131 1426383 304770 299950 279243 237289 305131 1426383 6006159 7596494 7815789 7466669 9185538 38070649 0.96250 0.95930 0.03750 0.04070 X 6505869 1000000 734658 667290 30876 7542361 7251091 960000 -1035038 637559 32625 6505869 3465495 3375000 604038 168098 25344 7251091 3200000 277695 12200 3465495 1.00000 0.00000 0.00000 1 0 218087 202816 15271 15271 ENDOWMENT IN GREATER MILWAUKEE FOUNDATION 7542361 SECURITY DEPOSIT 13809 OPERATING LEASE RIGHT-OF-USE ASSETS 354219 7910389 OPERATING LEASE RIGHT-OF-USE LIABILITY 362081 362081 10377154 659236 615239 1274475 9102679 0 9102679 8191323 0 8191323 88543 88543 8279866 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 -88,543. CHANGE IN INVESTMENT IN GREATER MILWAUKEE FOUNDATION 703,782. 1 ALS ASSOCIATION WI CHAPTER 3333 NORTH MAYFAIR ROAD STE 104 WAUWATOSA WI 53222 133271855 501C3 9926 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. AMERICAN PARKINSON'S DISEASE ASSOCIATION- WISCONSIN CHAPTER PO BOX 14381 MADISON WI 53708 131962771 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. ART INTERSECTION PO BOX 1689 MILWAUKEE WI 53201 923165726 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. ASPIRO 1673 DOUSMAN STREET GREEN BAY WI 54303 390987024 501C3 9200 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. AUDIO & BRAILLE LITERACY ENHANCEMENT 803 WEST WELLS STREET MILWAUKEE WI 53233 391593301 501C3 5680 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. AUTISM SOCIETY OF SOUTHEASTERN WI 3720 NORTH 124TH STREET STE O WAUWATOSA WI 53222 391708201 501C3 7500 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. BALANCE INC 1350 14TH AVENUE 4 GRAFTON WI 53024 391771303 501C3 7000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. BETTY BRINN CHILDREN'S MUSEUM 929 EAST WISCONSIN AVENUE MILWAUKEE WI 53202 391681155 501C3 6000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. BLOOM 360 LEARNING CENTER N8921 STONE SCHOOL ROAD EAST TROY WI 53120 475536116 501C3 20000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. BRAILLE LIBRARY & TRANSCRIBING SERVICES INC 6501 WATTS ROAD STE 149 MADISON WI 53719 237165378 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. BRIDGE THE GAP INC 1415 EAST GREEN BAY STREET SUITE 111 SHAWANO WI 54166 261377517 501C3 9680 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. CEREBAL PALSY INC 2801 SOUTH WEBSTER AVENUE GREEN BAY WI 543012878 390901265 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. COMMON THREADS FAMILY RESOURCE CENTER 1717 N STOUGHTON RD MADISON WI 537042605 205196210 501C3 7420 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. CREATIVE COMMUNITY LIVING SERVICES INC 500 EAST MAIN STREET WATERTOWN WI 53094 391195540 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. CURATIVE CONNECTIONS INC 2900 CURRY LANE GREEN BAY WI 54311 390806435 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. DOGSINVESTS INC MICHELLE HOLT W383 CARLIN TRAIL PALMYRA WI 53156 822974716 501C3 5500 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. EASTER SEALS 6737 WEST WASHINGTON STREET SUITE 4205 WEST ALLIS WI 53214 390816849 501C3 9977 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. ELSIE SHAW PARENT SCHOLARSHIP FUND INC PAM DELAP PO BOX 184 WINDSOR WI 53598 391985420 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. EMPLOYMENT RESOURCES INC 4604 COTTAGE GROVE ROAD MADISON WI 53716 391681074 501C3 8000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. EX FABULA 206 EAST SMITH STREET MILWAUKEE WI 53207 272991916 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. FIRST STAGE 325 WEST WALNUT STREET MILWAUKEE WI 53212 391634828 501C3 9790 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. FRIENDSHIP CIRCLE 8649 NORTH PORT WASHINGTON ROAD FOX POINT WI 53217 391819245 501C3 12500 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. GIGI'S PLAYHOUSE 4104 MONONA DRIVE MADISON WI 53716 463445347 501C3 8000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. GOODWILL INDUSTRIES 6055 NORTH 91ST STREET MILWAUKEE WI 53225 390808491 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. GREATER MILWAUKEE FOUNDATION 101 WEST PLEASANT STREET MILWAUKEE WI 53212 396036407 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. IMMANUEL LUTHERAN CHURCH SCHOOL AND CHILD CARE 13445 HAMPTON ROAD BROOKFIELD WI 53005 390960669 501C3 9500 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. INCONTROL WI 2935 S FISH HATCHERY RD 233 MADISON WI 53711 270803730 501C3 19760 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. ISLANDS OF BRILLIANCE INC PO BOX 774 MILWAUKEE WI 53201 471249195 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. JOURNEY 21 1671 OLD SCHOOL ROAD OCONOMOWOC WI 53066 844727592 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. JOURNEYS LUTHERAN SCHOOL 5425 S 111TH STREET HALES CORNERS WI 53130 391557379 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. LE PHILLIPS 1515 BALL STREET EAU CLAIRE WI 54703 390971649 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. LIVING OUR VISIONS INC 504 S BREARLY ST MADISON WI 53703 273289163 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. MARCUS PERFORMING ARTS CENTER 929 NORTH WATER STREET MILWAUKEE WI 53202 510532407 501C3 20000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. MEQUON NATURE PRESERVE 8200 WEST COUNTY LINE ROAD MEQUON WI 53097 451562527 501C3 8200 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. MILWAUKEE SYMPHONY ORCHESTRA 212 WEST WISCONSIN AVENUE MILWAUKEE WI 53203 396023436 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. NATURES EDGE 2523 14 3/4 AVENUE RICE LAKE WI 54868 392036389 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. NEVILLE PUBLIC MUSEUM FOUNDATION 210 MUSEUM PLACE GREEN BAY WI 54303 930756332 501C3 6320 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. OCCUPAWS PO BOX 45857 MADISON WI 53744 205172386 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. OPPORTUNITY DEVELOPMENT CENTERS INC 1191 HUNTINGTON AVENUE WISCONSIN RAPIDS WI 54494 391044318 501C3 11375 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. PARALYZED VETERANS OF AMERICA 750 NORTH LINCOLN MEMORIAL DRIVE STE 422 MILWAUKEE WI 53202 131946868 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. PARENTS & CHILDREN IN ACTION INC 2809 FISH HATCHERY ROAD STE 204G FITCHBURG WI 53713 842927551 501C3 5965 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. PEOPLE FIRST WISCONSIN 5150 NORTH PORT WASHINGTON ROAD UNIT 102 GLENDALE WI 53217 392024297 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. RACINE THEATRE GUILD 2519 NORTHWESTERN AVENUE RACINE WI 53404 390981929 501C3 8000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. REVITALIZE MILWAUKEE 840 NORTH DOCTOR MARTIN LUTHER KING JUNIOR DRIVE MILWAUKEE WI 53203 392006470 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. SPECIAL OLYMPICS WISCONSIN INC 2310 CROSSROADS DRIVE SUITE 1000 MADISON WI 53718 391176591 501C3 25000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. ST FRANCIS CHILDREN'S CENTER 6700 NORTH PORT WASHINGTON ROAD MILWAUKEE WI 53217 396092761 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. THE ABILITY CENTER 10300 WEST WISCONSIN AVENUE WAUWATOSA WI 53226 263510832 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. THE ARC OF RACINE COUNTY 6216 WASHINGTON AVENUE STE C-5 RACINE WI 53406 391232958 501C3 9712 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. THE WISCONSIN PARKINSON ASSOCIATION 16655 W BLUEMOUND RD SUITE 330 BROOKFIELD WI 53005 391492810 501C3 9971 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. TRINITY LUTHERAN CHURCH - HISTORICAL SOCIETY 10729 WEST FREISTADT ROAD MEQUON WI 53097 844170676 501C3 7882 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. UNITED TRAINING FOUNDATION N122W5790 SHEBOYGAN ROAD STE 206 CEDARBURG WI 53012 873534283 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. URBAN ECOLOGY CENTER 1500 E PARK PLACE MILWAUKEE WI 53211 391712663 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. VALLEY PACKAGING INDUSTRIES INC 110 NORTH KENSINGTON DRIVE APPLETON WI 54915 390921632 501C3 5200 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. VARIETY- THE CHILDREN'S CHARITY OF WISCONSIN 12425 KNOLL ROADSUITE 120 ELM GROVE WI 53122 390977152 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. WHEELS AND HEELS 201 SOUTH PARK STREET 16 MADISON WI 53715 881498190 501C3 6000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. WISCONSIN ADAPTIVE SPORTS ASSOCIATION 715 TALON TRAIL BROOKFIELD WI 53045 391881287 501C3 10000 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. WISCONSIN LUTHERAN CHILD & FAMILY SERVICE INC W175N11120 STONEWOOD DRIVE GERMANTOWN WI 53022 391047224 501C3 29900 0 FOR THE BENEFIT OF PERSONS WITH DISABILTIES. 57 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. 2023 GRANT AWARDEES ARE REQUIRED TO SUBMIT A FINAL REPORT, WHICH DETAILS THE FOLLOWING, BY JULY 10, 2024: - 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 0 0 0 0 0 0 0 0 0 KEVIN HAYDE EXECUTIVE DIRECTOR 169116 0 8566 0 0 0 8994 0 24520 0 211196 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 703,782.