2024-12-19T09:35:12-06:00 2024-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2023-07-01 391091203 LITERACY SERVICES OF WISCONSIN INC LITE 4143445878 555 N PLANKINTON AVE MILWAUKEE WI 532032910 HOLLY MCCOY EXECUTIVE DIRECTOR 4143445878 2024-12-18 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2024-12-10 2023 2024-10-15 13:58:12Z HOLLY MCCOY 555 N PLANKINTON AVE MILWAUKEE WI 532032910 2702545 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 33 289 0 0 1804836 2656223 4226 2736 24569 23204 -16456 -23482 1817175 2658681 6879 9123 0 0 1380390 1531448 0 0 187392 468796 461577 1856065 2002148 -38890 656533 1933710 2566744 453295 348856 1480415 2217888 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 585659 9123 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. 575591 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. 476369 0 2736 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. 1637619 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 14 0 33 1 0 0 0 0 0 1 0 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 JENNY LITTMANN PAST PRESIDENT 2.00 X X 0 0 0 COLIN HUTT PRESIDENT 2.00 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 DIRECTOR (THRU DEC 2023) 1.00 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 (THRU DEC 2023) 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 1.00 X 0 0 0 ANTHONY BOWERS DIRECTOR 1.00 X 0 0 0 MELISSA WILCOX DIRECTOR 1.00 X 0 0 0 REBECCA GRIES DIRECTOR (FROM JAN 2024) 1.00 X 0 0 0 ANDY LE DUC DIRECTOR (FROM JULY 2023) 1.00 X 0 0 0 CHRISTOPHER HABJAN DIRECTOR 1.00 X 0 0 0 HOLLY MCCOY EXECUTIVE DIRECTOR 40.00 X 108511 0 8460 108511 0 8460 1 0 0 0 0 89963 93640 640416 1832204 2656223 REGISTRATION AND MATER 611699 2281 2281 455 455 2736 23204 23204 20382 93640 43864 -23482 -23482 2658681 2736 0 -278 9123 9123 130183 108903 10425 10855 1194440 1004406 89618 100416 11890 9242 1768 880 97047 75429 14432 7186 97888 82700 7188 8000 12460 12460 5778 5778 46930 6464 6177 34289 28884 17658 1824 9402 55648 43334 8587 3727 25641 21396 1820 2425 232544 215651 8532 8361 2613 2144 440 29 14549 9810 4387 352 317 287 15 15 7119 6407 356 356 23640 19314 3253 1073 EDUCATIONAL RESOURCES 4916 4916 538 435 77 26 2002148 1637619 177137 187392 144131 131801 167073 142261 196843 912281 7051 6194 85377 80745 9942 4632 964200 893428 9750 24983 434720 451164 1933710 2566744 38103 91185 415192 257671 453295 348856 X 760592 1265181 719823 952707 1480415 2217888 1933710 2566744 X 656533 73575 7365 X 0 1 X 1 0 X 1245766 1662054 1906719 1804836 2656223 9275598 1245766 1662054 1906719 1804836 2656223 9275598 1255155 8020443 56 21530 17205 25392 23204 87387 9362985 96033 0.85660 0.84470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 997338 104639 46525 6289 1049163 958146 98598 59406 997338 1099446 -135373 5927 958146 865560 233886 1099446 870869 2241 7550 865560 0.37440 0.23220 0.39340 1 0 85377 80745 4632 4632 CASH SURRENDER VALUE OF LIFE INSURANCE 23479 OPERATING LEASE RIGHT-OF-USE ASSETS 248242 FINANCE LEASE RIGHT-OF-USE ASSET 6787 PREDEVELOPMENT COSTS 65383 BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 107273 451164 FINANCE LEASE LIABILITIES 6984 OPERATING LEASE LIABILITIES 250687 257671 3080239 73575 302532 1587 377694 2702545 -43864 -43864 2658681 2342767 302532 43865 346397 1996370 5778 5778 2002148 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF FUNDS HELD IN MONEY MARKET, MUTUAL FUNDS, A LIFE INSURANCE POLICY, AND ASSETS HELD BY GREATER MILWAUKEE FOUNDATION TO BE USED FOR OPERATING SUPPORT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 92. INVESTMENT EXPENSES REPORTED ON FORM 990, PART IX, LINE 11F -5,778. CHANGE IN VALUE OF BENEFICIAL INTEREST 7,273. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -43,864. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 43,865. AWARDS DINNER 114022 93640 20382 11058 19251 13555 114022 93640 20382 11058 19251 13555 43864 -23482 0 GED TEST FEES AND SCHOLARSHIPS 105 6433 HSED GRADUATE CREDENTIAL FEES 192 2690 SCHEDULE I, PART IV LITERACY SERVICES OF WISCONSIN PAID OUT THREE SCHOLARSHIPS FOR TUITION AS FOLLOWS: MATC (EDUARDO TRETO $500, WCTC (MARIA ENGL) $500, AND UWM (MIGUEL FERNANDEZ) $1,000. CHECKS ARE MADE PAYABLE DIRECTLY TO THE STUDENT'S CHOSEN EDUCATIONAL INSTITUTION. RECORDS ARE MAINTAINED FOR THESE GRANTS. ELIGIBLE CANDIDATES ARE CHOSEN BY PROGRAM MANAGERS, AND A STUDENT LEARNER ADVISORY COMMITTEE INDEPENDENT OF THE ORGANIZATION SELECTS AWARDEES. THE AMOUNT OF THE AWARDS ARE PREDETERMINED. 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 TO DETERMINE THE COMPENSATION FOR ALL POSITIONS IN THE ORGANIZATION. THE MOST RECENT AVAILABLE 2019 - 2020 SURVEY WAS USED IN THE 2024 FISCAL YEAR TO ADJUST THE COMPENSATION OF THE EXECUTIVE DIRECTOR. 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 92. CHANGE IN VALUE OF BENEFICIAL INTEREST 7,273.