2025-05-08T10:22:24-05:00 2024-08-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-09-01 391712663 URBAN ECOLOGY CENTER INC URBA 4149648505 1500 EAST PARK PLACE MILWAUKEE WI 53211 CATHERINE THISTED TREASURER 4149648505 2025-05-07 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2025-04-28 2023 2025-03-06 01:10:19Z JENNIFER HENSE 1500 EAST PARK PLACE MILWAUKEE WI 53211 5599537 0 X URBANECOLOGYCENTER.ORG X 1992 WI WE CONNECT PEOPLE IN CITIES TO NATURE AND EACH OTHER. 23 23 140 2344 0 0 9867914 4222744 837532 886378 338772 472376 14420 -6069 11058638 5575429 19396 5617081 0 0 4446791 4596071 68345 0 689936 1506568 1364311 6041100 11577463 5017538 -6002034 35390592 41515848 448541 11702256 34942051 29813592 X WE CONNECT PEOPLE IN CITIES TO NATURE AND EACH OTHER. 1 0 5584000 5584000 0 IN DECEMBER 2023, UEC ENTERED INTO VARIOUS AGREEMENTS UNDER THE U.S. DEPARTMENT OF THE TREASURY'S NEW MARKETS TAX CREDIT PROGRAM IN ORDER TO EXPAND AND RENOVATE THE CURRENT WASHINGTON PARK BUILDING. UEC SUPPORTING ORGANIZATION, INC., THE LEVERAGE LENDER, MADE A $5,584,000, 1% LEVERAGE LOAN TO COCRF INVESTOR 267, LLC, THE FUND LENDER FROM LOAN PROCEEDS PROVIDED BY UEC FOR THE SAME TERMS AND AMOUNT. THE FUND LENDER AND FORWARD COMMUNITY INVESTMENTS, INC. USED THE PROCEEDS FROM THE LEVERAGE LOAN AND OTHER INVESTOR CAPITAL TO CREATE COMMUNITY BENEFIT SUB-CDE 27, LLC, A COMMUNITY DEVELOPMENT ENTITY (CDE). THE CDE MADE THE QUALIFIED LOW INCOME COMMUNITY INVESTMENT (QLICI) LOANS TO UEC OF $5,584,000 FOR LOAN A AND $2,256,000 FOR LOAN B. PROVIDED THAT UEC REMAINS IN COMPLIANCE WITH THE TERMS OF THE LOANS, PRIOR TO THE COMMENCEMENT OF PRINCIPAL PAYMENTS, THE NEW MARKETS TAX CREDIT STRUCTURE WILL UNWIND IN A MANNER THAT (I) WILL MAKE UEC SUPPORTING ORGANIZATION, INC. THE 100% OWNER OF COCRF INVESTOR 267, LLC, AND (II) WILL MAKE COCRF INVESTOR 267, LLC THE HOLDER OF LOAN A AND LOAN B. THE RESULT IS THAT THE LOAN FROM UEC SUPPORTING ORGANIZATION, INC. TO COCRF INVESTOR 267, LLC WILL BE FULLY FORGIVEN AS WILL LOAN A AND LOAN B. 1680842 0 580112 PROVIDE OUTDOOR SCIENCE EDUCATION FOR URBAN YOUTH. THE URBAN ECOLOGY CENTER PARTNERS WITH OVER 60 SCHOOLS TO PROVIDE EACH WITH 24 HALF-DAY FIELD TRIPS ANNUALLY. THESE HANDS-ON SCIENCE AND ENVIRONMENTAL EDUCATION PROGRAMS ARE DESIGNED TO COMPLEMENT THE SCHOOLS' SCIENCE CURRICULA AND CONNECT STUDENTS TO THE NATURAL WORLD IN THE CITY OF MILWAUKEE. PRESCHOOL, AFTER SCHOOL AND SUMMER CAMP PROGRAMS COMPLIMENT THE SCHOOL PROGRAM THROUGHOUT THE YEAR. OVER 30,800 CHILDREN WERE SERVED THROUGH THESE EDUCATIONAL PROGRAMS. 1671971 0 220474 PROMOTE COMMUNITY BY OFFERING RESOURCES THAT SUPPORT LEARNING, VOLUNTEERISM, STEWARDSHIP, RECREATION AND CAMARADERIE. THE URBAN ECOLOGY CENTER'S ACTIVE COMMUNITY CENTERS ENGAGE ADULTS, YOUTH AND FAMILIES IN OPPORTUNITIES TO CONNECT WITH EACH OTHER THROUGH PROGRAMMING AND VOLUNTEER OPPORTUNITIES. OVER 3,000 YOUTH AND ADULTS PARTICIPATED IN COMMUNITY PROGRAMS SUCH AS URBAN ADVENTURES, WORKSHOPS, OR AFTERSCHOOL PROGRAMS. AN ADDITIONAL 11,736 PEOPLE VISITED OUR CENTERS THROUGH UNSTRUCTURED ACTIVITIES AND TO ENJOY OUR COMMUNITY SPACES. OVER 5,300 PEOPLE VISITED AS PART OF FACILITY RENTAL EVENTS. OUR ROBUST VOLUNTEER PROGRAM SERVED 2,613 VOLUNTEERS. 853120 0 87373 PRESERVE, ENHANCE, PROTECT AND USE PUBLIC NATURAL AREAS, MAKING THEM SAFE, ACCESSIBLE AND VIBRANT. A VARIETY OF RESEARCH OPPORTUNITIES ARE AVAILABLE, INCLUDING SURVEYS OF BIRDS, BATS, MAMMALS, TURTLES, VEGETATION SURVEYS AND PARK USE SURVEYS. UEC'S LAND STEWARDSHIP PROGRAM ENGAGES COMMUNITY MEMBERS TO RESTORE AND MAINTAIN DIVERSE NATIVE PLANT COMMUNITIES. OVER 2,253 PEOPLE PARTICIPATED IN THESE OFFERINGS, WITH AN ADDITIONAL 15,929 TOTAL VOLUNTEER HOURS SERVED ACROSS 3 BRANCHES. 281037 33081 0 PREPARE LAND FOR FUTURE MISSION IMPACT. PRACTICE AND MODEL ENVIRONMENTALLY RESPONSIBLE BEHAVIORS. 1134157 33081 87373 10070970 1 1 0 0 0 0 0 1 0 1 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 1 0 0 0 0 1 1 1 0 0 1 13 0 140 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 WI X X JANELL TUROWSKI 4149648505 1500 EAST PARK PLACE MILWAUKEE WI 53211 ANTOINE MCDUFFIE PRESIDENT 2.00 2.00 X X 0 0 0 KENT LOVERN VICE PRESIDENT 2.00 2.00 X X 0 0 0 CATHERINE THISTED TREASURER 2.00 1.00 X X 0 0 0 REBECCA MITICH SECRETARY 2.00 X X 0 0 0 CATRINA CRANE DIRECTOR 2.00 X 0 0 0 CHRISTOPHER HERMANN DIRECTOR 2.00 X 0 0 0 DANIEL NARVEY DIRECTOR 2.00 X 0 0 0 DAVID FROILAND DIRECTOR 2.00 X 0 0 0 DENNIS GRZEZINSKI DIRECTOR 2.00 X 0 0 0 DEREK MOSLEY DIRECTOR 2.00 X 0 0 0 EDWARD HAMMOND DIRECTOR 2.00 1.00 X 0 0 0 GWEN JOHNSON DIRECTOR 2.00 X 0 0 0 JEFF SPENCE DIRECTOR 2.00 X 0 0 0 JENNINE PUFAHL DIRECTOR 2.00 X 0 0 0 MARISSA ENDTER DIRECTOR 2.00 X 0 0 0 JOHN CLANCY DIRECTOR 2.00 X 0 0 0 LUCIA LOZA GALEZEWSKI DIRECTOR 2.00 X 0 0 0 MARY GUTE WITTE DIRECTOR 2.00 X 0 0 0 PENNY CRUSE DIRECTOR 2.00 X 0 0 0 PATRICK KIM DIRECTOR 2.00 X 0 0 0 SARA WILSON DIRECTOR 2.00 X 0 0 0 TODD RAKOWSKI DIRECTOR 2.00 X 0 0 0 TONY HANING DIRECTOR 2.00 X 0 0 0 JENNIFER HENSE EXECUTIVE DIRECTOR 40.00 X 123143 0 24937 123143 0 24937 1 0 0 0 RIVET LLC PO BOX 0070587 MILWAUKEE WI 53207 OWNER'S REP FOR CONSTRUCTION 152770 1 6000 283101 40019 641185 3252439 229037 4222744 PROGRAM SERVICE FEES 611600 740948 740948 FACILITY RENTAL INCOME 532000 145430 145430 886378 472376 472376 14325 283101 24082 -9757 -9757 410 26 384 384 1581 0 1581 1581 1723 1723 1723 5575429 887959 0 464726 5617081 5617081 185521 102037 83484 3625159 2904095 437338 283726 68658 45390 8120 15148 441172 308683 41061 91428 275561 209259 39363 26939 24056 24056 2498 2498 20923 1379 7029 12515 35190 1468 33722 52638 272 42488 9878 299424 206482 21810 71132 4674 4674 70684 70684 46927 21111 19523 6293 8095 6659 1281 155 284380 244567 34125 5688 136540 103304 29442 3794 PROGRAM SUPPLIES AND FE 196490 196490 BUILDING MAINTENANCE AN 180449 129372 5043 46034 BAD DEBT EXPENSE 1260 1260 83 83 11577463 10070970 816557 689936 X 150351 617478 11851483 10990253 10690794 7705548 61819 6343 140677 127226 19629693 4834819 5662241 14794874 6833227 7274126 35390592 41515848 345546 4131256 90657 82316 0 7479879 12338 8805 448541 11702256 X 7378106 1489841 27563945 28323751 34942051 29813592 35390592 41515848 X -6002034 70245 803330 X 0 1 X 1 0 X 4142091 19594423 5190856 9867914 4222744 43018028 4142091 19594423 5190856 9867914 4222744 43018028 11855982 31162046 28217 14801 40974 364857 472376 921225 43939253 3825725 0.70920 0.60770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118948 X 0 6833227 834746 362431 31416 7274126 6725590 301161 161722 31802 6833227 7645878 -753228 142136 24924 6725590 3704895 2819333 1237548 74560 41338 7645878 2555085 1080816 149918 51734 29191 3704894 0.13533 0.45968 0.40499 1 0 5600 5600 6780547 3119482 3661065 1280251 1034979 245272 11563295 680358 10882937 14794874 BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 7274126 7274126 CAPITAL LEASE PAYABLE 1504 FUNDS HELD ON BEHALF OF OTHERS 7301 8805 PART III, LINE 4: THREE LARGE IMMOVABLE STRUCTURES ARE LOCATED IN THE EXTERIOR OF OUR RIVERSIDE PARK BRANCH, TWO ARTISTIC DONOR PIECES AND A LARGE STONE ARCH ARE LOCATED IN THE MILWAUKEE ROTARY CENTENNIAL ARBORETUM AND A MOSAIC AND DONOR WALL ARE INSTALLED AT OUR MENOMONEE VALLEY BRANCH. TEN ROCK SCULPTURES REPRESENTING THE GEOLOGICAL HISTORY OF WISCONSIN ARE LOCATED ON LAND NEAR OUR RIVERSIDE PARK BRANCH. ALL PIECES OF ARTWORK COMPLEMENT OUR MISSION TO EDUCATE AND INSPIRE PEOPLE TO UNDERSTAND AND VALUE NATURE. PART V, LINE 4: ONE ENDOWMENT FUND IS BOARD DESIGNATED TO SUPPORT THE OPERATIONS OF THE ORGANIZATION. A PORTION OF THE INCOME IT GENERATES WILL BE USED TO SUPPLEMENT OPERATIONS AT THE URBAN ECOLOGY CENTER. THE BALANCE OF THE OPERATIONS ENDOWMENT AT 8/31/24 WAS $491,429. A SECOND ENDOWMENT FUND SUPPORTS THE PRESERVATION AND MAINTENANCE OF THE MILWAUKEE ROTARY CENTENNIAL ARBORETUM. THIS ENDOWMENT FUND INCLUDES BOTH DONOR RESTRICTED AND BOARD DESIGNATED FUNDS. THE BALANCE OF THE ARBORETUM ENDOWMENT AT 8/31/24 WAS $1,299,186. A THIRD ENDOWMENT FUND IS DONOR RESTRICTED TO SUPPORT THE OPERATIONS OF THE ORGANIZATION. THE INITIAL PRINCIPAL CONTRIBUTION TO THE FUND IS PERMANENTLY RESTRICTED AND THE EARNINGS IN THE FUND ARE TEMPORARILY RESTRICTED UNTIL THEY ARE WITHDRAWN TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION. THE BALANCE OF THIS OPERATIONS ENDOWMENT AT 8/31/24 WAS $3,171,803. A FOURTH ENDOWMENT FUND SUPPORTS THE PRESERVATION AND MAINTENANCE OF THE THREE BRIDGES PARK. THIS ENDOWMENT FUND INCLUDES DONOR RESTRICTED FUNDS. THE BALANCE OF THE THREE BRIDGES PARK ENDOWMENT AT 8/31/24 WAS $2,311,708. SUMMER SOLSTICE SOIREE 214211 205561 8650 435 13659 3900 1425 HKE MKE 51515 45840 5675 3564 2 16650 16650 187 282376 268051 14325 435 13659 3900 5176 23170 -8845 1 UEC LAND CORPORATION 1500 EAST PARK PLACE MILWAUKEE WI 53211 464292052 501(C)(3) 33081 0 SUPPORT FOR OPERATIONS UEC SUPPORTING ORGANIZATION INC 1500 EAST PARK PLACE MILWAUKEE WI 53211 934287308 501(C)(3) 5584000 0 SUPPORT FOR BUILDING REDEVELOPMENT 2 0 PART I, LINE 2: FINANCIAL REPORTS OF THE GRANTEE ARE REGULARLY REVIEWED. X 1431 FAIR MARKET VALUE X 5 1029 FAIR MARKET VALUE X EQUIPMENT AND SUPPLIES 23 176740 FAIR MARKET VALUE X CONSTRUCTION EQUIPMENT 7 49337 FAIR MARKET VALUE X GIFT CARDS 1 500 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE. FORM 990, PART I, LINE 8: IN 2021, UEC BEGAN A FOUR-PART COMPREHENSIVE CAMPAIGN THAT ALLOWS UEC TO INTRODUCE MORE PEOPLE TO THE TRANSFORMATIONAL PROPERTIES OF NATURE AND ENSURES UEC'S LONGEVITY TO REACH GENERATIONS OF PEOPLE. UEC'S PLANS INCLUDE EXPANSION AND RENOVATION OF THE CURRENT WASHINGTON PARK BUILDING AND INFRASTRUCTURE, RIVERLAND DEVELOPMENT INCLUDING THE CREATION OF A 300-PERSON ECO-FRIENDLY EVENT SPACE, ENDOWMENT GROWTH, AND ORGANIZATIONAL EXCELLENCE. DUE TO THE TIMING OF THE RECOGNITION OF REVENUE FROM THESE CAMPAIGN FUNDS, THE CONTRIBUTION REVENUE REPORTED ON PART I LINE 8 CAN FLUCTUATE SIGNIFICANTLY FROM YEAR TO YEAR. FORM 990, PART III, LINE 2 IN DECEMBER 2023, UEC ENTERED INTO VARIOUS AGREEMENTS UNDER THE U.S. DEPARTMENT OF THE TREASURY'S NEW MARKETS TAX CREDIT PROGRAM IN ORDER TO EXPAND AND RENOVATE THE CURRENT WASHINGTON PARK BUILDING. UEC SUPPORTING ORGANIZATION, INC. ADDITIONAL INFORMATION ON THESE AGREEMENTS ARE DISCLOSED ON PART III LINE 4A. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE VICE PRESIDENT OF FINANCE HAS APPROVED THE 990, IT IS GIVEN TO OUR FINANCE COMMITTEE TO BE DISCUSSED AND REVIEWED. UPON THEIR APPROVAL, THE 990 IS GIVEN TO ALL BOARD DIRECTORS TO REVIEW. AFTER IT IS APPROVED BY THE BOARD OF DIRECTORS IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE ORGANIZATION DISTRIBUTES A FORM TO ALL KEY EMPLOYEES AND BOARD MEMBERS THAT REQUIRES EACH PERSON TO LIST ALL RELATIONSHIPS OR AFFILIATIONS WITH BUSINESSES THAT THE URBAN ECOLOGY CENTER HAS CONTRACTED WITH OR MAY CONTRACT WITH. THIS INFORMATION IS THEN REVIEWED BY THE VICE PRESIDENT OF FINANCE TO DETERMINE ANY POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE HR COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS AN IN-DEPTH STUDY TO DETERMINE COMPENSATION FOR OUR EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES. THE FIRST STEP WAS TO CONSULT A SURVEY OF COMPENSATION AND BENEFITS FOR SIMILAR NONPROFIT POSITIONS THROUGHOUT THE CITY OF MILWAUKEE AND THROUGHOUT THE NATION. THEN EACH POSITION WAS EVALUATED ON A QUANTITATIVE BASIS TO DETERMINE HOW MUCH AUTONOMY AND SKILLS WERE REQUIRED TO COMPLETE THE JOB. THE POSITIONS WERE NEXT ORDERED FROM HIGHEST AMOUNT OF RESPONSIBILITY TO THE LOWEST ACCORDING TO THE SCORES AWARDED. EACH POSITION WAS ASSIGNED A RANGE OF EXPECTED SALARIES BASED ON MARKET RESEARCH DONE IN THE FIRST STEP AND THE EVALUATION OF SKILLS REQUIRED IN THE SECOND STEP. THE HR COMMITTEE ADVISES THE BOARD DURING THE ANNUAL BUDGET DEVELOPMENT PROCESS AND BEFORE COMPENSATION CHANGES ARE MADE FOR THE EXECUTIVE DIRECTOR. THE BOARD ALSO CONSIDERED THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES FOR THE PREVIOUS YEAR IN DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE OR BY REQUESTING IT FROM EITHER OUR VICE PRESIDENT OF FINANCE OR OUR DIRECTOR OF DEVELOPMENT. OUR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY CAN BE OBTAINED BY REQUESTING IT FROM OUR VICE PRESIDENT OF FINANCE. FORM 990, PART X, LINES 15 & 23: IN DECEMBER 2023, UEC ENTERED INTO VARIOUS AGREEMENTS UNDER THE U.S. DEPARTMENT OF THE TREASURY'S NEW MARKETS TAX CREDIT PROGRAM IN ORDER TO EXPAND AND RENOVATE THE CURRENT WASHINGTON PARK BUILDING. UEC SUPPORTING ORGANIZATION, INC., THE LEVERAGE LENDER, MADE A $5,584,000, 1% LEVERAGE LOAN TO COCRF INVESTOR 267, LLC, THE FUND LENDER FROM LOAN PROCEEDS PROVIDED BY UEC FOR THE SAME TERMS AND AMOUNT. THE FUND LENDER AND FORWARD COMMUNITY INVESTMENTS, INC. USED THE PROCEEDS FROM THE LEVERAGE LOAN AND OTHER INVESTOR CAPITAL TO CREATE COMMUNITY BENEFIT SUB-CDE 27, LLC, A COMMUNITY DEVELOPMENT ENTITY (CDE). THE CDE MADE THE QUALIFIED LOW INCOME COMMUNITY INVESTMENT (QLICI) LOANS TO UEC OF $5,584,000 FOR LOAN A AND $2,256,000 FOR LOAN B. PROVIDED THAT UEC REMAINS IN COMPLIANCE WITH THE TERMS OF THE LOANS, PRIOR TO THE COMMENCEMENT OF PRINCIPAL PAYMENTS, THE NEW MARKETS TAX CREDIT STRUCTURE WILL UNWIND IN A MANNER THAT (I) WILL MAKE UEC SUPPORTING ORGANIZATION, INC. THE 100% OWNER OF COCRF INVESTOR 267, LLC, AND (II) WILL MAKE COCRF INVESTOR 267, LLC THE HOLDER OF LOAN A AND LOAN B. THE RESULT IS THAT THE LOAN FROM UEC SUPPORTING ORGANIZATION, INC. TO COCRF INVESTOR 267, LLC WILL BE FULLY FORGIVEN AS WILL LOAN A AND LOAN B. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 803,330. UEC LAND CORPORATION 1500 EAST PARK PLACE MILWAUKEE WI 53211 464292052 TO PURCHASE, HOLD, AND SELL PROPERTY TO FURTHER UEC'S EXEMPT PURPOSES WI 501(C)(3) LINE 12A, I URBAN ECOLOGY CENTER INC 1 UEC SUPPORTING ORGANIZATION INC 1500 EAST PARK PLACE MILWAUKEE WI 53211 934287308 TO CARRY OUT THE CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES OF UEC WI 501(C)(3) LINE 12A, I URBAN ECOLOGY CENTER INC 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 UEC SUPPORTING ORGANIZATION INC B 5584000 BOOK VALUE