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TRANSCRIPT
YWCA 11/1 512018 2:55 PM
Form 990 Department of the Treasury Internal Revenue Service
Return of Organization Exempt From Income Tax OMB No. 1545-OO'I7
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) 2017 00, Do not enter social security numbers on this form as it may be made public Open ta PUblic
h' ,,,,,IP,wn,0Ofl fnr Infr,pnfion,s and the latenC Information. insoection
A For the 2017 calendar year, or tax year beginning , and ending
B Check If applicable: c Name of organization Young Women's Christian Association 0 Employer Identification number
LI Address change Southeast Wisconsin
LI Name change Doing business as YWCA Southeast Wisconsin 39-0806258 Number and street (or P.O. box if malt is not delivered to street address) I Room/suite B Telephone number
Initial return 1915 N. Martin Luther King Drive I 414-267-3141 n—i Final return/ City or town, elate or province, country, and ZIP or foreign postal code U terminated
Milwaukee WI 53212-3641 GGrossreceipt 6,286,469
LI Amended return F Name and address of principal officer Application pending Paula Periebaker
H(s) in this agroup return forsuhordinatesLj Yes No
1-1(b) Are all subordinates included? LI Yes No
I if "No," attache list. (see instructions)
Website: WWW . VwCa1u1.LW. or
Summ I Briefly describe the organization's mission or most significant activities: .................
See Schedule 0 .........................................................................................................................................
a E
2 Check this box .. the organization discontinued its operations or disposed of more than 25% of its net assets,
all 3 Number of voting members of the governing body (Part VI, line Ia) .3 15 ,
4 Number of independent voting members of the governing body (Part VI, line Ib) .4 15 5 Total number of individuals employed in calendar year 2017 (Part V, line 2a) .......5 73 6 Total number of volunteers (estimate if necessary) ..........6 75 7a Total unrelated business revenue from Part Viii, column (C), line 12 .Ta —228,074
Net h rinreimferl brininess taxable Income from Form 990-T. line 34 ...............................................lb —228 , 074
,
-
8 Contributions and grants (Part VIII, line ih) .............................. 5 9 Program service revenue (Part VIII, line 2g)
10 Investment income (Part Viii, column (A), lines 3, 4, and 7d) 11 Other revenue (Part VIII, column (A), lines 5, Gd, 8c, 9o, ICc, and lie) 12 Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12)
,880 ,341
5,738,673
, 867 . 106
0 . 92,725 115,358
1,044,642 406 ,007
_ 7,11-24,575 6,260 , 038
CL
LU
13 Grants and similar amounts paid (Part IX, column (A), lines 1- 3) 1. . ____________________
14 Benefits paid to or for members (Part IX, column (A), line 4) 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 16aProfessIonai fundraising fees (Part IX, column (A), line lie)
b Total fundraising expenses (Part IX column (D) line 25) 136.,. 17 Other expenses (Part IX, column (A), lines ha—lid, 11f-24e)
18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) 19 Revenue less expenses. Subtract line 18 from line 12
0
0 3,787,551 3 1 217,337
0
, 70 539 . 3 3,166 , 877 488 , 09 _ 7,488 61384,214
-363 , 51 -124 , 176 863
20 Total assets (Part X, line 16) .............. 7 21 Total liabilities (Part X, line 26) ............ 6,221,255 01) KI,,.i ,r f,nd hais,-.,-es m,,hfrr,r,f line 91 from line 9(1
Beginning of Current Year End of Year
,207 , 667 7,444 ,393
6,354,083 986 4121 1,090 310
Part II - Signature Block Under penalties of perjury, (declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is
true, correct, and coWplete. Declaration of prarer (other than officer) is based on all information of which preparer has any knowledge. ,
Sign IF Signature of officer
Here Paula Penebaker CEO Type or print name and title
Prtnlilype preparer's name Preparer's signature Date Check if PuN
Paid Mark Janke 1 1 11/15/18 sell-employed 900737129
Preparer Flrm'ename ' JT and Associates, LLC Firm's ElN 261588174 Use Only 700 Pilgrim Parkway, Suite 200
Firm's address. 0 Elm Grove, WI 53122 Phone no, 2627899945 May the IRS discuss this return with the preparer shown above? (see instructions) Yes [1N For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2017) DM
YWCA 11/15f2018 3:55 PM
Form 990(2017) Young Women's Christian Asaociatior89-0806258 Page 2 tJfl Statement of Program Service Accomplishments
Check If Schedule 0 contains a response or note to any line in this Part Ill I Briefly describe the organization's mission:
See Schedule 0
2 Did the organization undertake any significant program services during the year which were not listed on the
prior Form 990 or 990-EZ? I. ........................................................................... 11 Yes No
If "Yes," describe these new services on Schedule 0.
3 Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................................................................................... Yes FXI No
If 'Yes," describe these changes on Schedule 0.
4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by
expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others,
the total expenses, and revenue, if any, for each program service reported.
4a (Code: ) (Expenses $ ...5, ....0.. including grants 01$ 4,8.... ) (Revenue $ .......................... More than .900 ,4y onnn e,s ..ces..dth. Op r 14Pi,t?y Avan...merit ..ne.(OA.) . ...i7 .Throughth.OAC.comm..nityte..have açces..9,.t..ep ternet ready compe...n . assist
jobse..... p,pa...i r Commun..Y. ,IDJD r.used over ... Pp during, their ...3
0yr ty Adult Learx4g;,b .to further their educat,pn.Th.Lab of Eers s erv±ces to, assist community,,,,,, mmbera, in
, •4g .... eveist through basic
literacyf ftesting ma . spa a zed
, progrp, ommunity,, members suace afu,4y,, obtained their
4b (Code: ) (Expenses $ 107 , 390 including grants of$ 98, 163 ) (Revenues 3,2,90 ..mmunity members y,9 ...our Rac±a], Justice programm. ou.communityt oug1,,,p,,,, ix-p, tJ ,
one day,,,,,, seminars, , c ... adi4, ..or youth,, weq,fer one day topic discusç, in Milwaukee ..easchoolsandawe,9g,,,9q,al justice and ep,,tp . ........................................................ D ing appropr4,ae .nterview and emp1,9y c1ot14ig,,,, interview prep, applic at ion
... unemployed females. Th.prog an,,, ,4,, 650 employment. .................................................................................................
4c (Code: ) (Expenses $ Including grants 01$ ,,,,,,,,,,,,,,,,,,,,,,,,, ) (Revenue $ ,,,,,,,,,,,
4d Other program services (Describe in Schedule 0.)
(Expenses $ including grants of$ ) (Revenue $ 4e Total program service expenses 10p, 5 , 369 , 481
Form 990 (2017) cM
YWCA 11/1512018 355 PM
's Christian A5soCia
I Is the organization described In section 501(c)(3) or 4947(a)(1) (other. than a private foundation)? If "Yes,"
complete Schedule A .. . . I
X
X
2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)?
3 Did the organization engage in direct or indirect political campaign activities on behalf of or In opposition to candidates for public office? If "Yes," complete Schedule C, Part! . 3
X
4 Section 601(c)(3) organizations, Did the organization engage in lobbying activities, or have a section 501(h) election In effect during the tax year? If "Yes," complete Schedule C, Part /1 . 4
X
5 Is the organization a section 501(c)(4), 501(c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part II! 5
X
6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? if
"Yes," complete Schedule D, Part! . 6
X
7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If 'Yes," complete Schedule 13, Part!! . 7
X
8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If"Yes," complete Schedule 0, Part Ill
.2
. 8
X
9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed In Part X; or provide credit counseling, debt management, credit repair, or
debt negotiation services? If "Yes," complete Schedule D, Part IV . 9
X
10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule 0, Part V 10
X
11 If the organization's answer to any of the following questions is Yes then complete Schedule D Parts VI VII VIII, IX or as applicable
a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes,"
complete Schedule 0, Part VI
X
b Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule 13, Part VII
. ha
. 11 b X
o Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported In Part X, line 16? If "Yes," complete Schedule 0, Part VIII
X
d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX
X . lid lie X
e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule 0, Part X
f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASO 740)? If "Yes," complete Schedule 0, Part . hf
X
12a Did the organization obtain separate, Independent audited financial statements for the tax year? If "Yes," complete
Schedule 0, Parts XI and X11 ........................................................................................................ 12a
X
. 11c
b Was the organization Included In consolidated, independent audited financial statements for the tax year? If
"Yes," and If the organization answered "No" to line 12a, then completing Schedule 0, Parts Xl and XII Is optional 2b X
X 13 is the organization a school described In section 170(b)(1)(A)(11)? If "Yes," complete Schedule E
X 14a Did the organization maintain an office, employees, or agents outside of the United States? .. 14a
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundralsing, business, investment, and program service activities outside the United States, or aggregate
X
ce 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistan to or for any foreign organization? If "Yes," complete Schedule F, Parts II and IV
X
. 13
. I
16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If "Yes," compl8le Schedule F, Parts III and IV . 16
X
foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts land IV . . 14b
17 Did the organization report a total of more than $15,000 of expenses for professional fundralslng services on Part IX, column (A), lines 6 and lie? If "Yes," complete Schedule G, Part I (see instructions)
. 15
X
18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on
.17
X
Part VIII, lines 1 and Ba? If "Yes," complete Schedule G, Part !! . . 18 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
.,A,,h., f i,,.4 Iii 10
Form 990 (2017)
cM
YWCA 11/1512018 3:55 PM
Form 99O(2017)YOUflcT Women's Christian Associatior89-0806258 Pape Checklist of Required Schedules (continued) -
Yes No
JL. 20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H .............. -
b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?...........................-
21 Did the organization report morethan $5000 of grants or other assistance to any domestic organization or
domestic government on Part IX, column (A), line 1? If 'Yes," complete Schedule I, Parts I and /1 ... 21
-
X
X 22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on
Part IX, column (A), line 2? /f"Yes,"complete Schedule I, Parts l and /Il .. ..................22
X -
23 Did the organization answer "Yes".to Part VII, Section A, line 3, 4, or about compensation of the
organization's current and former officers, directors, trustees, key employees, and highest compensated
employees? If "Yes," complete ScheduleJ .............................................................23
X
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than
$100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b
through 24d and complete Schedule K. If "No," go to line 25a ..............................24a
- b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? ............ -
o Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ............................................................li.
- *
- d Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year? ........24d -
25a Section 501 (c)(3) 501(c)(4), and 501 (c)(29) organizations. Did the organization engage in an excess benefit
transaction with a disqualified person during the year? if "Yes," complete Schedule L, Part / ............. 26a
X
26b
X
b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior
year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?
If "Yes," complete Schedule L, Part I ...........................................................
26
-
1.....
26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any
current or former officers, directors, trustees, key employees, highest compensated employees, or
disqualified persons? If"Yes," complete Schedule L, Part // .........................................
-
27 Did (he organization provide a grant or other assistance to an officer, director, trustee, key employee,
substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled
entity or family member of any of these persons? If "Yes," complete Schedule L, Part Ill .....................Ii, 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L
Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a A current or former officer, director, trustee, or key employee? If "Yes, "complete Schedule L, Part IV .......... 28a
b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete
Schedule L, Part IV ............................................................................. -
'
.f -
--
28c
X o An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof)
was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV ............... ........... ...
29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M ...... 29
30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified
conservation contributions? If"Yes," complete Schedule M .................................................9
-
- JL.
- ..2L.
31
X 31 • Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes,"
complete Schedule N, Part 11 .............................................................................. 32
X
-
33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
- 1L.
34 X
sections 301.7701-2 and 301,7701-3? If "Yes," complete Schedule F?, Part / ............................
34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule F?, Part II, Ill,
or IV, and Part V,llnel 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? ....................35a
b If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a
controlled entity within the meaning of section 512(b)(13)? if "Yes," complete Schedule R, Part V, line 2
X -
X
.36b
.2c_
36 Section 501(c)(3) organizations, Did the organization make any transfers to an exempt non-charitable
related organization? If "Yes," complete Schedule R, Part V, line 2 ..........................
37
X
37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R,
Port VI 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 b and
19? Note, All Form 990 filers are required to complete Schedule 0.
-
Form 990 (2017)
cPA
YWCA 11/15/2018 355 PM
Form 990(2017)Young Women's Christian AssociatioxB9-0806258 Page5 Statements Regarding Other IRS Filings and Tax Compliance
la Enter the number reported in Box 3 of Form 1096, Enter-0- if not applicable ...Ia 62 b Enter the number of Forms W-2G included in line I a, Enter -0- if not applicable .lb 0 c Did the organization comply with backup withholding rules for reportable payments to vendors and
reportable gaming (gambling) winnings to prize winners? . 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax
Statements, filed for the calendar year ending with or within the year covered by this return ,•,, I 2a 1 73 b If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note, lithe sum of lines I and 2a is greater than 250, you may be required to e-file (see instructions) 3a Did the organization have Unrelated business gross income of $1,000 or more during the year? .. b If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation In Schedule 0
4a At any time during the calendar year, did the organization have an interest In, or a signature or otherauthority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
b if 'Yes," enter the name of the foreign country: See Instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? b Did any taxable party notify the organization that it was or Is a party to a prohibited tax shelter transaction? o If "Yes" to line 5a or 5b, did the organization file Form 8886-T?
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?
b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? .
7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods
and services provided to the payer?
b liVes," did the organization notify the donor of the value of the goods or services provided? c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was
required to file Form 8282? .......................................................................... d If "Yes," Indicate the number of Forms 8282 filed during the year I 7d I e Did the organization receive any funds, directly or Indirectly, to pay premiums on a personal benefit contract? f Did the organization, during the year, pay premiums, directly or Indirectly, on a personal benefit contract? g if the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? In if the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
8 Sponsoring organizations maintaining donor advised funds, Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
9 Sponsoring organizations maintaining donor advised funds,
a Did the sponsoring organization make any taxable distributions under section 4966?
b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
10 Section 501(c)(7) organizations. Enter:
a Initiation fees and capital contributions included on Part VIII, line 12 l0a
b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities .lOb II Section 501 (c)(I 2) organizations. Enter:
a Gross income from members or shareholders Lila b Gross Income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them,) .lib
I2a Section 4947(a)(I) non-exempt charitable trusts, Is the organization filing Form 990 in lieu of Form 1041?
b If "Yes," enter the amount of tax-exempt interest received or accrued during the year ...,.,,,,. I 12b I 13 Section 601(c)(29) qualified nonprofit health Insurance issuers,
a Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule 0.
b Enter the amount of reserves the organization Is required to maintain by the states in which
the organization is licensed to issue qualified health plans ,,,, , ,•,,
13b
c Enter the amount of reserves on hand I 13c
14a Did the organization receive any payments for Indoor tanning services during the tax year? L. U lf-- H t. ._.. IL nt.. 4 - r.. .,nn — IL _.._. ,,_,,..S.tI It HA!.... ..... ,I4.,.......,..., I... ...,,JI,.,. I,, 0,.!,... .4,,,., /1
7a X 7b
7c X
7e X 7f x 7g 7h
DAA Form 990 (2017)
YWCA 11/1512018 3:55 PM
Form 99O(2017)YOUflq Women's Christian AaaooiatiorB9-0806258 Pace 6 Ail V. Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a'Wo"
response to line 88, 8b, or lOb below, describe the circumstances, processes, or changes In Schedule 0. See instructions. Check if Schedule 0 contains a response or note to any line in this Part Vi JPX L
Section A. Governing Body and Management -
Yes No
la Enter the number of voting members of the governing body at the end of the tax year Ia 15 If there are material differences in voting rights among members of the governing body, or If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule 0
b Enter the number of voting members included in line 1 a above who are independent lb 15 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with
.
'
any other officer, director, trustee, or key employee?
- X
3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, or trustees, or key employees to a management company or other person? . _L
. 4 -
- X 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
.2
-
6 Did the organization have members or stockholders?
7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . i.
b Are any governance decisions of the organization reserved to (or subject to approval by) members,
5 Did the organization become aware during the year of a significant diversion of the organization's assets? ..-
stockholders, or persons other than the governing body? :
.._L
7b
X
B Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the foilo 'g
a The governing body? 1. ea
X -
j.. - b Each committee with authority to act on behalf of the governing body? .
..
9 is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at 4k— ..4L....I.. ......III..... ...aA.. --- t U "./... .....,LJ... IL... ........J 4...... t._ I..-.4..L. Ifl
IDa Did the organization have local chapters, branches, or affiliates?
I X
b if "Yes," did the organization have written policies and procedures governing the activities of such chapters,
.lOs
—
Il a —X
affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? .....................lob ha Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
7777
b Describe in Schedule 0 the process if any, used by the organization to review this Form 990 12a Did the organization have a written conflict of interest policy? lf"No,"go to line 13
X
12b X -
b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule 0 how this was done 12c
X
13 -
X 13 Did the organization have a written whlstleblower policy? 14 X
14 Did the organization have a written document retention and destruction policy?
15 Did the process for determining compensation of the following persons include a review and approval by independent persons comparability data and contemporaneous substantiation of the deliberation and decision?
. 12a
a The organization's CEO, Executive Director, or top management official .ISa X -
.15b
X b Other officers or key employees of the organization '
If Yes to line 15a or 15b, describe the process in Schedule 0 (see instructions) ISa Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement
with a taxable entity during the year?
X .16a
b if Yes did the organization follow a written policy or, procedure requiring the organization to evaluate Its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the
Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to be filed W. 18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-1 (Section 501(c)(3)s only)
available for public inspection. Indicate how you made these available, Check all that apply.
LII Own website J Another's website J Upon request Other (explain In Schedule 0) 19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and
financial statements available to the public during the tax year. 20 State the name, address, and telephone number of the person who possesses the organization's books and records: 10, YWCA Southease WI 1915 N. Martin Luther King 7r. Dr. Milwaukee WI 53212-0544414-374-1800
Form 990 (2017)
YWCA 11/15/2018 355 PM
Form 990(2O17) Young Women's Christian AssociatiorB9-0806258 Panel Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response or note to any line in this Part VII .... Li
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
la Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.
• List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
• List all of the organization's current key employees, if any. See instructions for definition of "key employee,"
• List the organizations five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. S
• List all of the organization's former officers, key employees, and highest compensated employees whO received more than $100,000 of reportable compensation from the organization and, any related organizations.
• List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; Institutional trustees; officers; key employees; highest compensated employees; and former such persons.
[1 Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A) (B) (C) (0) (E) (F)
Name and Tills Average Position Reportable Reportable Estimated
hours per (do not cheek more than one compensation compensation from amount of
weak box, unless person is both an from related other
(list any officer and a director/(rustee) the organizations , compensation
hours for related
organization (W-2/1099MtSC)
(W-2/I099.MiSC) from the organization
--
.
- --
.i
- j-
organizations
a
and related
below dotted 9.
8 '
13 8
organizations
tine)
(I)Nahid Afeari
1.00
Dir/Chair Governance 0.00 X 1- - - -
0 0 0 (2)Deborah Allen
1.00
rector . '0 . 00 ' X
0 0 0 (3)Yvonne Brodsky
1.90
Djreotor 0.00 X
- 0 0 ' 0 (4)Sherry Clark
1,00
Director O.00X
0 0
(5)Lindsay Davis
1.00
ot ô0
X
0 0 0 (6)Karen Dorece
1.00
Dir/Chair Finance 0.00 X
0 0 0 (7)Nina Johnson
1.00
Director 0.00X
1
0 0 0 (8)Laura Lindner
1.00
Director 0 ...... ÔO X
0 0 0 (9)Rae Livingston
1.00
Djr/?aatBdChar0.Ô0
X
0 0 0 (1o)Erin Loofboro
1.00
Director 0.00X
0 01 0 (II)Kimberly Noon
1,00
Dir/Chair Zominating 0 00 X
1 -
-
0 0 0 0A Form V U U(20l7)
YWCA 11(16/2018 3:55 PM
Form 990 (2017) Young Women's Christian AssociatiorB9-0806258 Pane 8 Section A, Officers, Directors, Trustees, Key Employees and Highest Compensated Employees (continued)
(A) (B) (c) (0) (5) (F) Name and title Average Position Reportable Reportable Estimated
hours per (do not check more than one compensation compensation from amount of
week box unless person is both an from related other
(list any officer and a director/trustee) the organizations compensation
hours for organization (W.2/1099.MtSC) from the o!T- - - - - -
related
.
.
(W.2/1099-MiSC)
organization
• organizations -
co
and related
below dotted
°
organizations
tine)
i!i_1i_
•
(12) Ann Przybysz ___
_____
____________
1.00
Director . .'ÔÔ Xi 1
0 0 (13)Manadra Rainey
1 • 00
Djrector . 0 X
0 0 0 (14)Lois Smith
1.00
Board ChaLr 0.00 X
0 0 0 (15)Steve Stall
1.00
Director 0.00 X
0 0 0 (16)Paula Peneba :er
50.00
do
0
. 185,461 0 32,960 (17)John Yingling (Paladan
Grc ui)
30.00
CFO 0,00
- 138,000
0 0 (18)Jennifer deMontmoll:
n
50 . 00
CPO 0.00
- 101,074
0 27,478 (19)Shana Piasko ki
50 . 00
0 19,194 Ch... i3Ip ........... 60,046 484,581
79,632 __
___________________
lb Sub-total .........................................................../
c Total from continuation sheets to Part Vii, Section A
484,581
79,632 d Total (add lines lb and lc) '
2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reoortable comoensation from the oroanization '3
3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line la? if "Yes," complete Schedule J for such Individual .......................... LT-3
4 For any individual listed on line I a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule Jfor such Individual.............................................................................................................................4 X
5 Did any person listed on line I receive or accrue compensation from any unrelated organization or Individual f............. .I...,.,........ ..I.........I 4... 41.. It "./...., "...,..,j.. C'...h....4,,I,. f.... V
Section B. independent Contractors
I Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensatton from the organization, teport compensation nor the caienaar year ending winn or within the organizations tax year.
Name and btis iness address
0esctipUrof services Compensation
Humana WI Health Org P0 Box 3235
Milwaukee WI 53201-3235 Insurance 251,059 Milwaukee Transport Services Inc. 1972 17th Street
Milwaukee WI 53205-169' Transportation 243 990
The Paladan croup 11021 N San Marino Dr
Mequon WI 53092 Mnqment officer 138,000 Coverall 2955 Momentum Place
Chicago IL 60689 .
107,380
2 Total number of independent contractors (Including but not limited to those listed above) who
received more than $100,000 of compensation from the organization 00. 4
DM Form 990 (2017)
YWCA 11/1 6/2018 3:65 PM
Form 99O(2017) Young Women's Christian AssociatiorB9-0806258 Page
tVfll Statement of Revenue — Check If Schedule 0 contains a response or note to any line in this Part VIII Li
II' (A) (B) (C) (D)
S )l' Total revenue Related or
exempt unrelated business
Revenue excluded from lax I
function revenue under sections . :• : .. .;.:... .• ... . ::' ......... . _______________________ revenue
612-614
la Federated campaigns la
tr ,
b Membership dues jj?
c Fundraising events Ic
(312 d Related organizations1 d I
6E 0 Government grants (conlribuflons) Ie 4, 8 8 4,901 I Nn; .11 It.
If All other contributions, gills grants
I'
and similar amounts not included above If 853 , 772
g Nonnash contributions Included In lines l0
a
r-
h Total. Add lines Ia-If 5,738, 673 :..:.IL) ''.
:1 •: . .
Busn Code A lit \. 4)t I
........................................... 2a
............................................
C
Ill All other program service revenue ........
g Total Add lines 2a-2f
3 Investment Income (including dividends, interest,
and other similar amounts) 0- 115,358
115,358
4 income from investment of tax-exempt bond proceec
(I) Real (ii) Persona/ 5 Royalties ... .................
,
6a Gross rents 492,640
l I 1
'
S
b Less rental exps
a5 r
C Rental Inc or (loss 492 , 640 I
) ) I
d Net rental income or (loss) 492,640
492,640
7a Gross amount fro (I) securities (II) Other
sales of assets other than Inventor , 5, .
'I
C
b Less cost or other 7. n.
) %•
basis & sales exp
II I
4" I
o Gain or (loss .: X_ 0'., ..: s, .iii: 810,
..,. 5'ijnI,.4'" ... 5/1
d Net gain or (loss) .....................................
. .. .
as 8a Gross income from fundraising events
(not Including $
l I I 'S
of contributions reported on line Ic)
ir
See Part IV, line IS a 159,414
11, r
a
b Less direct expenses b 26,431 '
0
c Net income or (loss) from fundrais/n events 132, 983
9a Gross income from gaming activities , '
See Part IV, tine 19 a
I
b Less direct expenses b t•I iS
I
'
o Net income or (loss) from gaming activities
110a Gross sates of inventory, less ' I , , I
returns and allowances a
b Less cost of goods sold b
c Net income or (loss) from sates of Inventory .......
Miscellaneous Revenue Sues code
IWMVIF, ii"
Via
ha Mjscellaneouo
8,458
8,458
-73,608
-73,608
b 53311 -76,736
-76,736
C F±re8teeiHoidinqs,, , LLC .
-77,730
-77,730
. 53139 d All other revenue ..........................
-219,616 1 /\t
O Total Add lines ha-lid 10. 6,260,038 123,816 -228,0741 492,640
— 12 Total revenue, See lnstruotions.. Form 990 (2011)
DM
YWCA 1111512018 3:55 PM
Form 990(2017) Younq Women's Christian AssociatiorB9-0806258 Page 10
j)) Statement of Functional Expenses
Section 601(c) (3) and 501(o) (4) organizatIons must complete all columns, All other organizations must complete column (A). Check If Schedule 0 contains' a resoonse or note to any line in this Part IX [1
Do not include amounts reported on lines Sb, 7b, Sb, 9b, and 'lob of Part VIII.
(A) Total expanses
(B) Program service
expenses
(C) Management and general expenses
(B) Fundraislog expenses
I Grants and other assistance to domestic organizations
and domesUc governments See Part IV line 21
2 Grants and other assistance to domestic
Individuals . See Part IV line 22
3 Grants and other assistance to foreign
Individuals, See Part IV lines 15 and 16 organizations, foreign governments, and foreign
'
a
4 Benefits paid to or for members
5 Compensation of current officers, directors,
trustees, and key employees
6 Compensation not included above, to disqualified
persons (as defined under section 4956(0(1)) and
persons described in section 4958(o)(3)(B)
. 2,668,522 2,220,082 404,018 44,422 7 Other salaries and wages
B Pension plan accruals and contributions (include
section 4ol(k) and 403(b) employer contributions) 181,180 145,432 31, 041 4,707
145,337 31,021 4,704 9 Other employee benefits
. 186,573 149,761 31,965 4,847 10 Payroll taxes
11 Fees for services (non-employees):
a Management
b Legal
o Accounting
231, 900 52,484 164,572 14,844
. 13,657
13,657
. 181,062
. 82,210
82,210
d Lobbying
e Professional fundraising services See Part IV, tine 7
l
f Investment management fees
g Other, (II line 119 amount exceeds 10% ot line 25, column
(A) amount, list line hg expenses on Schedule 0.)
.
12 Advertising and promotion
. 117,547 32,981 26,337 58,229 13 Office expenses 14 Information technology 203,010 200,546 2,144 320
15 Royalties 707,563 674,107 29,870 3,586 16 Occupancy
17 Travel
18 Payments of travel or entertainment expenses
for any federal, state, or local public officials
49,398 36,437 12,102 859 19 Conferences, conventions, and meetings, 203,521
203,521
20 Interest
21 Payments to affiliates 376,819
376,819
22 Depreciation, depletion, and amortization,
23 insurance
24 Other expenses Itemize expenses not covered
above (List miscellaneous expenses in line 24e if
line 24e amount exceeds 10% of line 25, column
a , W-2Parti.... ant TranBpor b Organization due/mernber
(A) amount, list line 24e expenses on Schedule 0.)
,
' .c .., i-.
V . . .. 'Y. ..
•n'," '
• , , •'0 "'•'• '
....................
V.
a, .' ,, .'",, .' .V
... •:.'
.,• ,
a' u o' ' •"'.'.'' ' .t
1,100,753
1,100,753
48,111 1,703
46,408
32,388 29,518
2,870 C Meoe Ti.
aneous
d
e All other expenses
25To(alfunctionulexpenses,Addliues1through24e,,, 6,384,214 5,369,481 878,215 136,518 26 Joint costs. Complete this line only it the
organization reported in column (B) Joint costs from a combined educational campaign and fundraising solicitation. Check here if
following SOP 98-2(ASC958-720) ............
OM Form VVU (2017)
YWCA 11/15/2018 3:55 PM
Chnk if .cnhpd,iie fl nnntnins q r nnse nr nnfe in Rnv line in this Part X I
(A)
- (B)
Beginning of year
End of year
I Cash—non-interest bearing .. .. .
1,392 603 603 ..L 1,255,543
2 Savings and temporary cash investments . 225,371
3 225,371
3 Pledges and grants receivable, net
4 1 811,048
4 5
Accounts receivable net .................... 507,544 Loans and other receivables from current and former officers directors trustees, key employees, and highest compensated employees. k' •. :• ...
4.1
6
7
Complete Part ii of Schedule L . . . .,..
Loans and other receivables from other disqualified persons (as defined under sectio 4958(f)(1)) persons described in section 4958(c)(3)(B) and contributing employers a sponsoring organizations of section 501(c)(9) voluntary employees beneficiary
organizations (see instructions). Complete Part ii of Schedule L Notes and loans receivable, net
.-.L
01 l.
—p...
.
7 1,213,716
8
' 8 Inventories for sale or use . 3' 614 9 -
3,475
9 Prepaid expenses and deferred charges
1,898,651 lOc 1,521,833
10a
b
Land buildings and equipment cost or other basis. Complete Part VI of Schedule D [1,081_9,991,031 Less: accumulated depreciation .......lob_8,469,198
11 Investments—pubiiciy traded securities . 2,233,907
12 1 2,402,422
12 Investments—other securities. See Part IV, line 11
13 Investments—program-related, See Part IV, line 11
14
14 15 16
intangible assets ....................... Other assets. See Part IV, line 11 .......... 11,752 Total assets, Add lines I through 15(mustequalline34) __________________7,207,667
.. 934,225
15 1 10,985
16 7,444,393
-
17 Accounts payable and accrued expenses . 323 , 029
17 303,745
18 19 Deferred revenue
27,509 19 130,018
IQ..
20 Tax-exempt bond liabilities ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
'fW
21 22
23
Grants payable .................. ii
Escrow or custodial account liability, Complete Part IV of Schedule D,,,,,,, Loans and other payables to current and former officers directors trustees key employees highest compensated employees and
disqualified persons. Complete Part It of Schedule L ,,,,,,,,,,,, Secured mortgages and notes payable to unrelated third parties
,,,,,,,,,,,,,,,,
,..... .... .........21
___________________
22
4 , 253 , 192 23 4 , 430 , 795 ___________________ 24
24 Unsecured notes and loans payable to unrelated third parties
25 Other liabilities (including federal income tax, payabies to related third
parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D ,,,,,, , ,
1,617,52525
1,489,525
26 6,354,083
-
U.
.
-
27 28 29
30 31 32 33 34
26 Total l lab ilities.Addlinesl7throunh25 ___________________6,221,255 Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
Unrestricted net assets ...................454 , 269 Temporarily restricted net assets ................. 225,371 Permanently restricted net assets Organizations that do not follow SFAS 117 (ASC 958), check here and complete fines 30 through 34. Capital stock or trust principal, or current funds .......... . Paid-in or capital surplus, or land, building, or equipment fund
,,,,,,,
Retained earnings, endowment accumulated income, or other funds Totalnetassetsorfund balances ............... 986,412 Total liabilities and net assets/fundbalances ______________________7,207,667
27 564 , 738
,.,., 225,371
306 ,_ 772 29 300,201 i
.s 30
' .
______
31
33 1,090,310
34 1 7,444,393 Form 33U (2017)
DAA
YWCA II/15/20183:55 PM
Form 990(2O17) Young Women's Christian AsaociatioxB9-080258 Page 12 Reconciliation of Net Assets
-
I Total revenue (must equal Part VIII, column (A), line 12) 2 Total expenses (must equal Part IX, column (A), line 25) 3 Revenue less expenses, Subtract line 2 from line I ......... 4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) 4 5 Net unrealized gains (losses) on Investments .: .................
6 Donated services and use of facilities .. . 1 Investment expenses .. . ........ 8 Prior period adjustments .. 9 Other changes in net assets or fund balances (explain in Schedule 0)
10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line
Financial Statements and Reporting
Accounting method used to prepare the Form 990: Cash Accrual Other_______________________ If the organization changed its method of accounting from a prior year or checked 'Other," explain in Schedule 0,
2a Were the organization's financial statements complied or reviewed by an independent accountant? If "Yes," check a box below to indicate whether the financial statements for the year were complied or reviewed on a separate basis, consolidated basis, or both:
Separate basis fl Consolidated basis F1 Both consolidated and separate basis b Were the organization's financial statements audited by an independent accountant?
If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
11 Separate basis [ Consolidated basis n Both consolidated and separate basis c if "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight
of the audit, review, or compilation of its financial statements and selection of an Independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0.
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the SInfile Aiidll Art and OMB Circular A-133?
b if "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the
OM
J.
2b X
2c '.
Form 990 (2017)
YWCA 11115/2018 3:55 PM
SCHEDULE A Public Charity Status and Public Support OMB No, 1645047
(Form 990 or 990-EZ) Complete lithe organization is a section 501(o)(3) organization or a section 4947(a)(1) nonexempt charitable trust, 2017
Department of the Treasury Attach to Form 990 or Form 990 EZ open to Internal Revenue Service
' Go to www.1rs.cjov/Form990 for instructions and the latest information, : 1(P 0qiJP1:
Name of the organization Young Women's Christian Assoc iat ion Employer Identification number
Southeast Wisconsin 1 39-08'06258 Reason for Public Charity Status (All organizations must complete this part,) See instructions.
The organization is not a private foundation because It is: (For lines I through 12, check only one box.)
I A church, convention of churches, or association of churches described in section 170(b)(I)(A)(1). 2 A school described In section I70(b)(I)(A)(11). (Attach Schedule E (Form 990 or 990-EZ).)
3 A hospital or a cooperative hospital service oranlzatIon described In section 170(b)(1)(A)(I11). 4 A medical research organization operated in conjunction with a hospital described In section 170(b)(1)(A)(111). Enter the hospital's name,
city, and state: ..
6 U An organization operated for the benefit of a college oruniversity owned or operated by a governmental unit described in section I70(b)(1)(A)(lv), (Complete Part II.)
6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 Hx An organization that normally receives a substantial part of Its support from a governmental unit or from the general public
described in section 170(b)(1)(A)(vi). (Complete Part ii.) B A community trust described In section 170(b)(1)(A)(vi). (Complete Part ii.)
9 An agricultural research organization described In section 110(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture (see instructions), Enter the name, city, and state of the college or university: ............
10 j An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross Investment Income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975, See section 509(a)(2). (Complete Part Ill.)
11 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 12 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes
of one or more publicly supported organizations described In section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization, You must complete Part IV, Sections A and B.
b i Type ii. A supporting organization supervised or controlled in connection with Its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C,
c F1 Type ill functionally Integrated. A supporting organization operated In connection with, and functionally integrated with, Its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d Eli Type iii non-functionally integrated. A supporting organization operated in connection with Its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see Instructions), You must complete Part iv, Sections A and D, and Part V.
e Check this box if the organization received a written determination from the IRS that it is a Type i, Type ii, Type ill functionally Integrated, or Type iii non-functionally integrated supporting organization
f Enter the number of supported organizations I I a Provide the foliowina information about the sucøorted orqanization(s).
(i) Name of supported organization
(U) EiN (ill) Type of organization (described on lines 1-10 above (see Instructions))
(iv) Is the orgunizalion (sled in your governing
document?
(v) Amount of monetary support (see Instructions)
No
(vi) Amount of other support (sea
instructions)
Yes
(A)
(B)
(C)
(D)
(E)
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990.Z. Schedule A (Form 990 or 990-EZ) 201
DM
YWCA 11/15/2018 3:55 PM
Schedule A (Form 9900r990-EZ)2017 Young Women's Christian AssociatiorB9-0806258 Page Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vl) (Complete only if you checked the box on line 5, 7, or 8 of Part I or If the organization failed to qualify under Part Ill. If the oroanizatlon falls to aualifv under the tests listed below. Dlease comolete Part Ill.)
action A. Public Sunnort Calendar year (or fiscal year beginning in) ' (a) 2013 (b) 2014 (c) 2015 (d) 2016 (e) 2017 (f) Total
I Gifts, grants, contributions, and membership tees received. (Do not
Include any "unusualgrants,") 10,498,049 9,835,348 8,498,139 5,880,341 5,738,673 40,450,550
2 Tax revenues levied for the organization's benefit and either paid
to or expended on Its behalf
3 The value of services or facilities
furnished by a governmental unit to the
organization without charge
9, 835,348 8,498,139 5,880,341 5,738,673 40,450,550 4 Total. Add lines 1 through 3
5 The portion of total contributions by
. 10498,049
each person (other than a
governmental unit or publicly 'l
supported organization) included on
li
line I that exceeds 2% of the amountlit-
shown on line 11 column (f) '
' ,' "
6 Public support. Subtract line 5 from line 4
40,450 550
Setinn B Total Sunnort Calendar year (or fiscal year beginning in) (a) 2013 (b) 2014 (c) 2015 (d) 2016 (e)2017 (f) Total
9,835,349 8,498,139 5,880,341 5,738,673 40,450,550 7 Amounts from line 4
8 Gross income from Interest, dividends, payments received on securities loans,
rents, royalties, and income from similar sources ... .....................
433,483 636,608 604,363 492,640 2,645,862
9 Net income from unrelated business
activities, whether or not the business
.10,498,049
175,803
175,803
. 478,768
_____________ _____________
10 Other income, Do not Include gain or
Is regularly carried on .................._____________
loss from the sale of capital assets
(Explain in Part VI.) ...................
11 Total support Add lines 7 through 10
397,896 419,293 370,343
1,407,855 .220,323
44 680,070
12 13
Gross receipts from related activities, etc. (see instructions) I 12 I
First five years, if the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here
283,230
fl Section C. Computation of Public Support Percentage
14 Public support percentage for 2017 (line 6, column (f) divided by line 11, column (f)) 90.53%
15 . 14
Public support percentage from 2016 Schedule A, Part II, line 14 .16 90 . 06%
ISa 33 1/3% support test-2017, if the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this
box and stop here, The organization qualifies as a publicly supported organization EI b 33 1/3% support test-2016, if the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check
this box and stop here, The organization qualifies as a publicly supported organization
17a 10%-facts-and-circumstances test-2017, If the organization did not check a box on line 13, ISa, or 16b, and line 141s
10% or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain in
Part VI how the organization meets the "facts-and-circumstances" test, The organization qualifies as a publicly supported
organization LI b 10%-facts-and-circumstances test-2016, If the organization did not check a box on line 13, ISa, 16b, or 17a, and line
15 is 10% or more, and if the organization meats the "facts-and-circumstances" test, check this box and stop here.
Explain In Part VI how the organization meets the "facts-and-circumstances" test, The organization qualifies as a publicly
supported organization ........ LI 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
Instructions ' LII Schedule A (Form 990 or 990.EZ) 2017
OM
YWCA 11/I&20163;66PM
Schedule A(Form 990 0r990-EZ)2017 Young Women's Christian AssociatiorS9 -0806258 page 3 t\\lII Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II.
If the organization failé to qualify under the tests listed below, please complete Part II.) A DkI.'.
Lalendar year (or fiscal year beginning in) 110, (a) 2013 (b)2014 (.c.)'2016 (d)2016 (e)2017 (f) Total
I Gifts grants contdbuflons, and membership fees received. (Do not Include any 'unusual grants,')
2 Gross receipts from admissions merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3 Gross receipts from activities thdt are not an
unrelated trade or business under section 513
4 Tax revenues levied for the organization's benefit and either paid
to or expended on its behalf
5 The value of services or faculties furnished by a governmental unit to the
organization without charge
6 Total. Add lines I through 5
7a Amounts included on tines 1, 2, and 3 received from disqualified persons
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000
or 1% of the amount on tine 13 for the year,
c Add lines 7a and 7b
8 Public support (Subtract line 70 from 41
line 6.)
Section B. Total SUPPOt
Calendar year (or fiscal year beginning in) (a) 2013 (b) 2014 (c) 2015 (d) 2016 (e) 2017 (f) Total
9 Amounts from line 6
10a Gross Income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources
b Unrelated business taxable income (isa section 511 taxes) from businesses acquired after June 30, 1975
c Add lines ba and lob
11 Net income from unrelated business activities not included in line lob, whether or not the business is regularly carried on
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)
13 Total support, (Add tines 9, bOo, 11,
and 12.) 14 First five years. if the Form 990 Is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organization, check this box and stop here LI Section C. Computation of Public Support Percentage
15 Public support percentage for 2017 (line 8, column (f) divided by line 13, column (f)) ,,,,16 %
15 P,,hIir ,,r,nr,rI nerc'er,fs,rie frnm 2()I8 Schedule A. Part lii. line 15 ............................................ 16 %
Section D. Computation of Investment Income Percentage
17 investment income percentage for 2017 (tine 100, column (f) divided by line 13, column (f)) ,,,,,,
17 %
18 Investment Income percentage from 2016 Schedule A, Part ill, tine 17 ..................1 8
19a 33 1/3% support tests-2017. if the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line
17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization.,,,,.......... 11111 b 331/3% support tests-2016, If the organization did not check a box online 14 or line 19a, and line 16 is more than 33 1/31/6, and
tine 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ,,,,,,,,,. LI 20 Private foundation. if the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ................... LII
Schedule A (Form 990 or 990.EZ) 2017
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YWCA 11/16/2018 3:55 PM
Schedule A (Form 990 or 990-EZ) 2017 Young Women's Christian AssoaiatiorB9-0806258 Page Supporting Organizations (Complete only if you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A and B, if you checked 12b of Part I, complete Sections A and C. if you checked 12c of Part I, complete
ection A. All supporting organizations
Yes No Are all of the organizations supported organizations listed by name in the organizations governing documents? If"No," describe in Part VI how the supported organizations are designated, If designated by
class or purpose, describe the designation. If historic and continuing relationship, explain, I
2 Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? if 'Yes ' xplaln in Part V1 how the organization determined that the supported
organization was described In section 509(a)(1) or (2). .1.
3a Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? if 'Yes, "answer
4(.tt
'b,) and 'c,ibelow, 3
b Did the organization confirm that each supported organization qualified under section 501(c)(4) (5) or (6) and satisfied the public support tests under section 509(a)(2)? if "Yes, "describe in Part V/when and how the •
'. ,;
organization made the determination.
o Did the organization ensure that all support to such organizations was used exclusively for section I70(c)(2)(B)
purposes? if "Yes," explain in Part VI what controls the organization put In place to ensure such use,
4a Was any supported organization not organized in the United States ("foreign supported organization")? If i\ "Yes," and If you checked 12a or 12b in Part i, answer (b) and (c) below, 4a
b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign
supported organization? if 'Yes "describe in Part VI how the organization had such control and discretion
despite being controlled or supervised by or In connection with its supported organizations. 4b
o Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If Yes "explain in Part VI what controls the organization used
to ensure that all support to the foreign supported organization was used exclusively for sect/on 170 (c) (2) (B)
purposes
5a Did the organization add substitute or remove any supported organizations during the tax year? If "Yes,"
.
answer (b) and (c) below (if applicable) Also provide detail/n Part VI, including (I) the names and EIN
numbers of the supported organizations added substituted or removed (ii) the reasons for each such action
(iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action
was accomplished (such as by amendment to the organizing document) 5a
b Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? Bb
15C
c Substitutions only. Was the substitution the result of an event beyond the organization's control?
- 15 6 Did the organization provide support (whether In the form of grants or the provision of services or facilities) to anyone other than (I) its supported organizations (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or
benefit one or more of the filing organization's supported organizations? If "Yes, "provide detail in Part Vi 6
7 Did the organization provide a grant loan compensation or other similar payment to a substantial contributor (defined in section 4958(c)(3)(0)), a family member of a substantial contributor, or a 35% controlled entity with
regard to a substantial contributor? If "Yes, "complete Part I of Schedule L (Form 990 or 990-EZ)
8 Did the organization make a loan to a disqualified person (as defined in section 4956) not described in line 7? 7
:•. .
If "Yes, "complete Part i of Schedule L (Form 990 or 990-EZ),
9a Was the organization controlled directly or Indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described l,• . .
In section 509(a)(1) or (2))? if "Yes," provide detail in Part VI,
b Did one or more disqualified persons (as defined in line 9a) hold a controlling Interest in any entity in which
the supporting organization had an interest? lf"Yes,"provide detail In Part VI .i?,.
c Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit
. ' ik' 1, CIA from, assets in which the supporting organization also had an interest? if"Yes," provide detail In Part VI
.-..
lOa Was the organization subject to the excess business holdings rules of section 4943 because of section
4943(f) (regarding certain Type ii supporting organizations, and all Type Ill non-functionally integrated
supporting organizations)? If "Yes," answer lOb beloW
b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to
...
iQ
, ..
determine whether the oroanizatlon had excess business holdings,) 1
Schedule A (Form 990 or 990.Z) 2017
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ti
11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described in' (b) and (c) S
S
below, the governing body of a supported organization? ha
hlb
b A family member of a person described In (a) above?
llc
a A 35% controlled entity of a person desôribed in (a) or (b) above? If "Yes" to a, b, or c, provide detail in Part VI.
Section B. Type I Supporting Organizations
Yes No r'
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the
tax year? if "No," describe in Part VI how the supported organization(s) effectively operated, supervised, or
controlled the organization's activities if the organization had more than one supported organization
describe how the powers to appoint and/or remove directors or trustees were allocated among the supported
,
organizations and what conditions or restrictions, if any, applied to such powers during the tax year. I
2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated supervised or controlled the supporting organization? If "Yes," explain in Part
VI how providing such benefit carried out the purposes of the supported organization(s) that operated, '
I Were a majority of the organization's directors or trustees during the tax year also a majority of the directors kL.......... ..
or trustees of each of the organization's supported organization(s)? if No," describe in Part VI how control
or management of the supporting organization was vested in the same persons that controlled or managed y, ' ' . .
Section D. All Type III Supporting Organizations
I Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently flied as of the date of notification, and (iii) copies of the
organization's governing documents in effect on the date of notification, to the extent not previously provided? I 2 Were any of the organization's officers directors, or trustees either (i) appointed or elected by the supported 5 ,
organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how
the organization maintained a close and continuous working relationship with the supported organization(s)
By reason of the relationship described in (2) did the organization's supported organizations have a significant voice in the organization's Investment policies and in directing the use of the organization's
Income or assets at all times during the tax year? if "Yes," describe in Part VI the role the organization's
supported organizations played In this regard. ...L
ection E. Tve lii Functionally-Integrated Supporting Organizations
Check the box next to the method that the organization used to satisfy the integral Part Test during the year (see Instructions).
a The organization satisfied the Activities Test, Complete line 2 below,
b The organization is the parent of each of its supported organizations. Complete line 3 below,
C The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions).
2 Activities Test. Answer (a) and (b) below,
_.Y. No ,
:
a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of
the supported organization(s) to which the organization was responsive? If 'Yes " then /n Part VI identify
those supported organizations and explain how these activities directly furthered their exempt purposes II'
how the organization was responsive to those supported organizations, and how the organization determined
that these activities constituted substantially al/ of its activities
2a
b Did the activities described in (a) constitute activities that, but for the organization's involvement, one or more
of the organization's supported organization(s) would have been engaged In? if "Yes, "explain in Part VI the
reasons for the organization's position that Its supported organization(s) would have engaged in these
activities but for the organization's Involvement.
22
, 3 Parent of Supported Organizations Answer (a) and (b) be/ow,
a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or
trustees of each of the supported organizations? Provide details in Part Vi, 3a
" - •.•...
. MIAIM b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? if "Yes, "describe in Part VI the role played by the organization in this regard,
.&
DM Schedule A (Form 990 or 990.EZ) 2017
YWCA 11115/2018 2:55 PM
I Check here if the organization satisfied the integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI), See inefriinfirtna All ,ifhr Tvnp III nnnftihotIonIIv IntenrfArt stinnort inn nrnnlzatlnns must comolete Sections A throuah E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
I Net short-term capital gain
I
2 Recoveries of prior-year distributions
2
3 Other gross income (see Instructions) . . ,.
3
4 Add lines through 3. .
4
5 DepreciatIon and depletion . . _L. ._ .. .
6 Portion of operating expenses paid or incurred for production or
collection of gross income or for management, conservation, or
maintenance of property held for production of income (see InstructiOns)
6
7 Other expenses (see instructions)
_z__
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4).
8
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
I Aggregate fair market value of all non-exempt-use assets (see Instructions for short tax year or assets held for part of year):
'H ')
ol
cv lit ' "
'
a Average monthly value of securities
ta
b Average monthly cash balances
lb
o Fair market value of other non-exempt-use assets
Ic
d Total (add lines la lb and Ic) Id . . .
e Discount claimed for blockage or other factors (explain in detail In Part Vi):
. ...................
2 Acquisition indebtedness applicable to non-exempt-use assets _L.
3 Subtract line 2 from line id,
3
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount,
see instructions). _4_
5 Net value of non-exempt-use assets (subtract line 4 from line 3)
5
6 Multiply line 5 by 035
7 Recoveries of prior-year distributions
_.L.
8 Minimum Asset Amount (add line 7 to line 6)
8
- Section C Distributable Amount
r 1i Current Year
I Adlusted net income for prior year (from Section A, line 8, Column A)
2 Enter 85% of line 1.
2
3 Minimum asset amount for prior year (from Section B line 8 Column A)
3
4 Enter greater of line 2 or line 3, ..A*..
5 Income tax imposed in prior year
5
6 Distributable Amount Subtract line 5 from line 4 unless subject to
emergency temporary reduction (see instructions).
'
7 [j Check here If the current year is the organization's first as a non-functionally integrated Type Ill supporting organization (see
instructions), Schedule A (Form 990 0r990-EZ) 2017
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Schedule A(Form9900r990-EZ)2017 Young Women's Christian AsaociatiorB9-0806258 Page T,ni III MnnPiinf,nnIIu lnfnrfd 50q(3 unnnrfInn 0rianizations (c'cntin,id)
Section D Distributions Current Year
I Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported
organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
6 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions,
7 Total annual distributions. Addilnes I through 6,
8 Distributions to attentive supported organizations to which the organization is responsive
(provide details in Part Vi). See instructions.
9 Distributable amount for 2017 from Section C, line 6 .
10 Line 8 amount divided by line 9 amount
Section E - Distribution Allocations (see Instructions) Excess Distributions Underdistributions Distributable
Pre-2017 Amount for 2017
from line 1 Distributable _amount _for _ 201 7_ _Section _C_
_6
2 Underdlstributlons if any, for years prior to 2017
1
(reasonable cause required explain in Part Vi) See 4
I
Instructions.
3 Excess distributions carryover, if any, to 2017
4
b From 2013
c From 2014
d From 2015 . ..
' ........
e From 2016
Total of lines Sa through a
' . . .L. ' . .:•
,
.' .
g Applied to underdistributions of prior years
,
h Applied to 2017 distributable amount
I Carryover from 2012 not applied (see instructions)
I Remainder Subtract lines 3q 3h and 31 from Sf
4 Distributions for 2017 from ' 4
"
Section D line 7 4 '
1
a Applied to underdlstributions of prior years
b_ Applied distributable _to_2017_ _amount
c Remainder Subtract lines 4a and 4b from 4
5 Remaining underdistributions for years prior to 2017 if 154 '
any. Subtract lines 3g and 4a from line 2. For result . ''"' '" .
'
greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2017 Subtract lines 3h
and 0 from line 1 For result greater than zero, explain in
Part Vi See instructions
7 Excess distributions carryover to 2018 Add lines 3J
and 4c
8 Breakdown of line 7
4
a Excess from 2013
b Excess from 2014 ' "
4
C Excess from 2015
d Excess from 2016
a Excess from 2017 I.V1".4............... : '' ..:/.
cneauie P. tlOrm uuu or u-L) uT I
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Schedule A (Form 99Oor99O-EZ2017 Youriq Women's Christian AssociatiorB9-0806258 Paqe8
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part lii, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, ha, hlb, and hic; Part IV, Section B, lines I and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines Ic, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line he; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions,)
Part II, Line 10 - Other Income Detail
Program .service revenue .,,,,,,,,,
482853
Income from fundraising , events $ 480,594
ce11aieu. ... $
Schedule A (Form 990 or 990-Z) 2017
','WOA 11/15/2018 3:55 PM
SCHEDULED Supplemental Financial Statements OMB No. 1545-o047
(Form 990) 00, Complete If the organization answered 'Yes" on Form 990, 201 7 Part IV, line 6,7,8,9,10, ha, 11 b, ho, lid, lie, llf, 12a, or 12b.
Department of the Treasury 00, Attach to Form 990 oIIJl4 Internal Revenue Service 10, Go to www.Irs.cgov/F6rm990 for Instructions and the latest Informilon. Name of the organization Employer IdentIfIcatIon number
Young Women's Christian Association Southeast Wisconsin 39-0806258
77 Pait I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts
Complete if the organization answered "Yes" on Form 990, Part IV, line 6. I (a) Donor advised funds (b) Funds and other accounts
I Total number at end of year
2 Aggregate value of contributions to (during year)
3 Aggregate value of grants from (during year)
4 Aggregate value at end of year
5 Did the organization inform all donors and donor advisors in writing that the assets held In donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ,,,,,,,,,,,,,,,,, LI Yes No
6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used
only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose
Pti Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
I Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e.g., recreation or education) Preservation of a historically important land area
Protection of natural habitat H Preservation of a certified historic structure
Preservation of open space
2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a easement on the last day of the tax year.
Total number of conservation easements
Total acreage restricted by conservation easements .................... Number of conservation easements on a certified historic structure included in (a)
Number of conservation easements included In (c) acquired after 7/25/06, and not on a
historic structure listed In the National Register
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year
Number of states where property subject to conservation easement is located 110.
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of
violations, and enforcement of the conservation easements it holds? fl Yes
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
7 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i)
and section 170(h)(4)(B)(11)? ....................................................................................................... LI Yes LI No
9 In Part XiII, describe how the organization reports conservation easements in Its revenue and expense statement, and
balance sheet, and Include, if applicable, the text of the footnote to the organization's financial statements that describes the
organization's accounting for conservation easements,
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets Complete If the organization answered "Yes" on Form 990, Part IV, line 8.
la If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in Its revenue statement and balance sheet
works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of
public service, provide, In Part XIII, the text of the footnote to its financial statements that describes these items,
b If the organization elected, as permitted under SPAS 116 (ASC 958), to report in its revenue statement and balance sheet
works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of
public service, provide the following amounts relating to these Items:
(I) Revenue included on Form 990, Part VIII, line I ........................... 111. $ ...................... (ii) Assets included In Form 990, Part X ' $,,,,,,..,,,...,,,,...,...,.
2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 968) relating to these items:
a Revenue included on Form 990, Part VIII, line 1 " $
b Assets included in Form 990, Part X .... $ For Paperwork Reduction Act Notice, see the Instructions for Form 990, Schedule D (Form 990) 2017
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Schedule D (Form 99O)2017 Younq Women's Christian AssociatiorB9-0806258 Page
tll Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of Its
collection items (check all that apply):
a Public exhibition d Loan or exchange programs b Scholarly research e Other o Preservation for future generations
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose In Part XIII,
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? Yes LII No
Part Escrow and Custodial Arrangements Complete if the organization answered. "Yes on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
la is the organization an agent, trustee, custodian or other Intermediary for contributions or other assets not Included on Form 990, Part X? Yes n No
b If Yes," explain the arrangement in Part Xlii and complete the following table: Amount
c Beginning balance .Ic d Additions during the year . .Id o Distributions during the year .............................................................................10 f Ending balance .If
2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? LI Yes No b If "Yes," explain the arrangement in Part XIII. Check here If the explanation has been provided on Part XIII ......
lccst an.......j..
Complete If the organization answered "Yes" on Form 990, Part IV, line 10,
1 Beginning of year balance
c Net investment earnings, gains, and
d Grants or scholarships o Other expenditures for facilities and
programs f Administrative expenses
(a) Currant year (b) Prior year (a) Two years back (d) Three years back (a) Four years back
b Contributions
losses
g End of year balance
2 Provide the estimated percentage of the current year end balance (line Ig, column (a)) held as: a Board designated or quasi-endowment 110
' ............
b Permanent endowment 10, % c Temporarily restricted endowment . %
The percentages on lines 2a, 2b, and 2c should equal 100%, 3a Are there endowment funds not In the possession of the organization that are held and administered for the
organization by: Yes No (I) unrelated organizations (Ii) related organizations .3a(ll
R? 3b )
b If "Yes" online 3a(il), are the related organizations listed as required on Schedule .................................. 4 Describe in Part XIII the intended uses of the organization's endowment funds.
Land, Buildings, and Equipment Comolete if the oroanizatlon answered 'Yes" on Form 990. Part IV. line 11 a. See Form 990. Part X. line 10.
Description of property (a) cost or other basis
(Investment)
(b) Cost or other basis
(other)
(a) Accumulated
depreciation
(d) Book value
la Land bBulldings
o Leasehold Improvements d Equipment o Other
51. , 815 t''' 51, 815
9,452,384 8,142,818 1,309,566
486,832 326,380 160,452 . _____________
Total. Add lines I a throuoh 1. (Column (d) must equal Form 990, Part X column (B), line ba.) ........................... ' 1, 52 1, 833 Schedule D (Form 990) 2017
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Schedule D (Form 99O)2017 Y0Ur1cT Women's Christian AssociatiorB9-0806258 Page Investments—Other Securities Complete If the organization answered "Yes" on Form 990, Part IV line 11 b. See Form 990, Part X, line 12.
(a) Deacdpiio,i of security or category (b) Book value (a) Method of valuation:
(including name of security) : Cost or end - of . year market value
(I) Financial derivatives ..
. .
(2)Closely-held equity interests ....
(3)Other First .... 755,193 ...WehrUS Bank
(B) .......ational Park ..... .302,952 • (C) ..oan ...1].ater1. al
(9).....and ..Waterame.. . 199,460 .......................................175,397
............Ne.. .. 163,148 • (G......ank and ..undatlon . .56,125
(H) ..otereo ......
... .42,901 Total (Column (b) must eoual Form 990 Part X col (B) line 12)
Cost
Market
Cost . 300,401 Market
Cost
. 406,845
Cost
Cost'
Market
Cost 2 , 402 , 422
investments t'(eiateu. ;,as, "V" r,t1r 0,...4 I/ Ih. 44 nr,r', 0.,.4 V lt.,. 4 13
. . ---' --
(a) Description of investment (b) Book value
.
(a) Method of valuation:
Coat or and - of-year market value
(2)
(3)
(4)
(6)
(7)
(8)
(9)
Total (Column (b) must equal Form 990 Part X, col (B) line 13)
1 % I t kt't
Other Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line lie or ii f. See Form 990, Part X,
2. Liability for uncertain tax positions. In Part Xiii, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740), Check here if the text of the footnote has been provided in Part Xiii .... [1. OM Schedule D (Form 990) 2017
YWCA 11115/2018 5:55 PM
Schedule lJ (Form 990)2017 Young Women's Christian AssociatiorB9-0806258 Page , rt XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Complete if the organization answered ' Yes " on Form 990, Part IV, line 12a
'I Total revenue, gains, and other support per audited financial statements . .I
2 Amounts Included on line I but not on Form 990, Part VIII, line 12: a Net unrealized gains (losses) on investments b Donated services and use of facilities
. 112.
o Recoveries of prior year grants
.j, d Other (Describe In Part Xlii)
e Add lines 2a through 2d . ..............................................................2e
3 Subtract line 2e from line I . .................................................................................. 3.
4 Amounts Included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . .4a
b Other (Describe In Part Xlii,) .4b
O Add lines 4a and 4b
40
5 Total revenue, Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) 5
Pr Reconciliation of Expenses per Audited Financial Statements With Expenses per Return Complete If the organization answered " Yes" on Form 990, Part IV, line 12a
I Total expenses and losses per audited financial statements
2 Amounts included on line I but not on Form 990, Part IX, line 25: a Donated services and use of facilities 2a
b Prior year adjustments .2b
o Other losses 2c
d Other (Describe In Part XIII,) o Add lines 2a through 2d ....................................................................................... ........ ___________________ 29
3 Subtract line 2e from line 1 3
4 Amounts Included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not Included on Form 990, Part VIII, line 7b b Other (Describe In Part XIII) 412
o Add lines 4a and 4b 40
5 5 Total expenses, Add lines 3 and 4c. (This must equal Form 990, Part I, line 18,) ,,.........,,,,,.,,,,,,,..,.,,,, 1
art'XlJI Supplemental Information Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1 and 4; Part IV, lines lb and 2b; Part V, line 4; PartX, line 2; Part XI, lines 2d and 4b; and Part Xli, lines 2d and 4b. Also complete this part to provide any additional information.
Schedule 0 (Form 990) 2017
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Schedule D (Form 99O)2017 Young Women's Christian Associatior9-0806258 Page
Supplemental Information (continued)
Schedule D (Form 990) 2017
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SCHEDULE G (Form 990 or 990
Department of the Treasury
Supplemental Information Regarding Fundraising or Gaming Activities Complete Ifitre organization answered ''fee" on Form 990, Part IV, line 17, 18, or 19, or it the
organization entered more than $16,000 on Form 990EZ, line 60, Attach to Form 990 or Form 990-EZ,
to wwwdrs.gov/Forrn990 for the latest instructions,
OMB No. 1645-0047
2017 Name of the organization Young Women' s Christian Association Employer Identification number
Southeast Wisconsin _139-0806258
IN Fundraising Activities Complete lithe organization answered "Yes" on Form 990, Part IV, line 17 Form 990-EZ filers are not required to complete this part.
Indicate whether the organization raised funds through any of the following Octivitles. Check all that apply.
a 0 Mali solicitations e LI Solicitation of non-government grants
b LI Internet and email solicitations f Li Solicitation of government grants
c LI Phone solicitations g LI Special fundraising events
d LII In-person solicitations
2a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? LI Yes LII No
b If "Yes," list the 10 highest paid Individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be ,rr,mnpnootpd ot tonal 5S tinn hv tho r,rrinn17n11nn
(i) Name and address of individual or entity (fundraiser) (ii) Activity
(iii) Did fund- raiser haveousiody or coairoi Qf
oniribuhiona?
(iv) Gross receipts from activity
(v) Arupunt paid to (or retained by)
fundratner listed in coi, (I)
(vi) Amount paid to (or retained by)
organization
I
Yes No
2
3
4
6
6
7
8
9
10
Total
3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ Schedule G (Form 990 or 990-EZ) 2017 DAA
YWCA 11/1612018 3:65 PM
Schedule G (Form 9900r990-EZ)2017 Young Women's Christian AssociatiorB90806258 Page 2
fl: Fundraising Events Complete if the organization answered "Yes on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, tines I and 6b, List events with
- gross receipts greater than $5,000.
(a) Event #1 (b) Event #2 (a) Other events (d) Total events
Lunch. None. (actd col. (a)through (event type) (event typo) (total number) cot, (c))
I Gross receipts 159,414 159,414
2 Less: Contributions
3 Gross income (line I minus line 2) 159,414 159,414
4 Cash prizes
5 Noncash prizes
6 Rentlfacll(ty costs 1,000 J-,000
CL
7 Food and beverages ,
3.5 , 328 15,328
j 8 Entertainment 200 200
9 Other direct expenses 9,903, 9,903
10 Direct expense summary. Add lines 4 through 9 in column (d) .
132 , 983
26,431 11 Net income summary. Subtract line 10 from line 3, column (ci) 132 , 983
ai7tIII Gaming Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more
- than $15,000 on Form 990-EZ, line 6a,
(b) Pull tabs/Instant (d) Total gaming (add (a) Bingo bingo/progressive bingo () Other gaming col, (a) through cal, (a))
- I Gross revenue
2 Cash prizes
3 Noncash prizes
. 4 Rent/facility costs
0
- 5 Other direct expenses
_______
Yes %
H No % LII Yes % ' I
6 Volunteer labor HNo IF] No
7 Direct expense summary. Add lines 2 through 5 In column (ci)
- 8 Net gaming income summary, Subtract line 7 from line 1, column (d)
9 Enter the state(s) In which the organization conducts gaming activities: a Is the organization licensed to conduct gaming activities In each of these states? El Yes 1IIJ No b If 'No," explain:
10 Were any of the organizations gaming licenses revoked suspended or terminated during the tax year? El Yes El No b If 'Yes," explain:
DM Schedule G (Form 990 or 990-EZ) 2017
YWCA 11/15/2018 3:65 PM
Schedule G(Form 990 or 990EZ) 2017 Young Women's Christian AssociatioxB9 -0806258 Page 3
11 Does the organization conduct gaming activities with nonmembers? . Yes [ No 12 Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity
formed to administer charitable gaming? ..............................................................................................Yes No 13 indicate the percentage of gaming activity conducted in:
a The organizations facility .13a b An outside facility . .13b
14 Enter the name and address of the person who prepares the organizations gaming/special events books and records:
Name
Address Op'
15a Does the organization have a contract with a third party from whom the organization receives gaming revenue? Yes No
b if "Yes," enter the amount of gaming revenue received by the organization K ............ and the amount of gaming revenue retained by the third party ' $
c if 'Yes" enter name and address of the third party:
Name 00'
Address '
16 Gaming manager information:
Name 10
Gaming manager compensation $ ........................
Description of services provided 0.
[] Director/officer [] Employee 0 Independent contractor
17 Mandatory distributions:
a is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? Yes No
b Enter the amount of distributions required under state law to be distributed to other exempt organizations or
sDent in the organization's own exempt activities during the tax year Supplemental Information Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part Ill, lines 9, 9b, lOb, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information, See instructions,
Schedule 0 (Form 990 or 990.EZ) 2017
OM
YWCA 11/16/2018 3:55 PM
SCHEDULE J Compensation Information OMB No, 1545-0047
(Form 980) For certain Officers, Directors, Trustees, Key Employees, and Highest .2017
Compensated Employees ________
110- Complete If the organization answered "Yes' on Form 990, Part IV, line 23. Q'eh to'hI ' f
Department of the Treasury Internal Revenue Service
10, Attach to Form 990, Go to www,Irs&ov/Form990 for instructions and the latest information. I
Name of the organization Young Women' s Christian AssociatiOn Employer Identification number
Southeast Wisconsin 39-0806258 Questions Regarding Compensation
-
Yes No
I Check the appropriate box(es) if the organization provided any of the following to or for a person listed on Form Y.
990, Part VII, Section A, line la. Complete Part Iii to provide any relevant information regarding these Items.
First-class or charter travel Housing allowance or residence for personal use
,
Travel for companions Payments for business use of personal residence
Tax Indemnification and gross-up payments Health or social club dues or initiation fees V.
Discretionary spending account j Personal services (such as, maid, chauffeur, chef)
b It any of the boxes on line I are checked, did the organization follow a written policy regarding payment
or reimbursement or provision of all of the expenses described above? If 'No," complete Part iii to
explain lb
2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, and officers, including the CEO/Executive Director, regarding the items checked in line
la? .....................
.. .
3 Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director, Check all that apply. Do not check any boxes for methods used by a
related organization to establish compensation of the CEO/Executive Director, but explain in Part Ill.
Compensation committee Written employment contract
Independent compensation consultant Compensation survey or study
Form 990 of other organizations X Approval by the board or compensation committee
4 During the year, did any person listed on Form 990 Part VII Section A line la, with respect to the filing
organization or a related organization:
' •,:
a Receive a severance payment or change-of-control payment?
X
- X b Participate in, or receive payment from, a supplemental nonqualifled retirement plan?
c Participate in, or receive payment from, an equity-based compensation arrangement?
If "Yes" to any of lines 4a—c, list the persons and provide the applicable amounts for each item in Part Ill.
Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9
.4a
5 For persons listed on Form 990, Part VII, Section A, line I a, did the organization pay or accrue any
.4b
.40
compensation contingent on the revenues of: ,•, ''
- X .
a The organization? ......................5,. b Any related organization? ....................... !12
sc art ill. If "Yes" on line 5a or 5b, describe In P
6 For persons listed on Form 990, Part VII, Section A, line Ia, did the organization pay or accrue any
compensation contingent on the net earnings of ,
a The organization? ......................................................-.. - ic. b Any related organization? 6b X
777 .........................
........................
...............
....... -
If "Yes" on line6aor6b describe in Part Ill 1
7 For persons listed on Form 990, Part VII, Section A, line I a, did the organization provide any nonfixed
payments not described on lines 5 and 6? If "Yes," describe in Part Ill ,,,,,,,,,, 7 -
X 8 Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject
to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part lil 8 X
9 If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in
For Paperwork Reduction Act Notice, see the Instructions for Form 980, Schedule J (Form 990) 2017
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YWCA 11115/20183:55 PM
Schedule J (Form 99O)2017 Young Women's Christian Associatioi39-0806258 Page 2 P1ItU Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies If additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (I) and from related organizations, described in the instructions, on row (ii). Do not list any individuals that aren't listed on Form 990, Part VII. Note: The sum of columns (B)(i)—(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line la, applicable column (D) and (E) amounts for that individual.
(B) Breakdown of W-2 and/or 1099-MISC compensation Retirement and (0) Nontaxable (E) Total of columns (F) Compensation
(I) Base (ii) Bonus&incentive (iii) Other 'A Name and Title other deferred benefits (B)(i)-(D) ifl column (B)reported
compensation compensation reportable compensation
as deferred on prior
compensation
Form 990
Paula Peneba]cer (I) 185,461 0 0 0 32,960 218,421 0 iCO (ii 0 0 ( 0 0 0 0
(I)
2 (ii
(I)
3 ('
(i)
4
_________
(i)
5
(1) -
6 (II)
______________
(1)
7
(I)
8 011
(I)
9 I
(I)
10 (ii
(I)
Ii (ii
(")
12
(I)
13 (ii
(1)
14 (ii
-
(1)
Is
(I)
_
5ctredule J (Form 990) 2017
DAA
YWCA ¶1/1512018 3:55 PM
Schedule J(Forrn99O)2017 Young Women's Christian AssociatioiB9-080 6258 Page 3 itflf Supplemental Information
Provide the information, explanation, or descriptions required for Part 1, lines 1 a, 1 b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Schedule .1 (Form 920)2017
DA'
YWCA 11/15/2018 3:55 PM
SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ OMB No, 1545-0047
(Form 990 or 990-EZ) Complete to provide information for responses to specific questions on 2017 Form 990 or 990EZ or to provide any additional Information,
Department of the Treasury Attach to Form 990 or 990-EZ, Internal Revenue Sarvke 110, Go to www irs gov/Form99O for the latest information 1nspe01i0r) Name of the organization Young Women's Christian Assoc iation Employer Identification number
Southeast Wisconsin 39-0806258
Form 990 - Organization's Mission .
Founded in 1.8,92, ... hrist± .. .. ......
Association of
Greater Milwaukee and its affiliatesare a human service,
,organization4,moement, p omen from diverse background..
. ag .and experie,rc,es, .. . commi,tteto
- the empowerment of women, with one ..mperative - t
racism.
Form 990 r....,. III, Lin..a .Fir.. Accomplishiiient
theirHED.
Form 9.9,0J ... Ppi..t.t ... V.1.Line .lb .Organization's Process I to Review Form 9.9.0
The form is reviewed by the Organization's CFObefo.... i's fji . /
Part VI, Line 15a -Compensation Process Top ,Ofi,cial
The CEO sala ia determined by the ExecutIve .ommitt eeconsisting ..
independent person.using industry ...data. The .09 salary das a
percentage increase similar p O . 1. , to
CEO. All three officer's salaries areratified, by whole boç,,4n, the ,
, gy ,,ppcs. ..........................................................................................................................
Form 990, Par.VI, Line l9-oerning Documents Explanation
Governing documents are availabl e ptblicuponquet .
Form 990 , Part XI, L -
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule 0 (Form 990 or 990EZ) (2017) DM
YWCA 11/15/2018 :55 PM
0 (Form 990 or flu
's Christian Association 139-
esteel equity income .book... $........................ 0
• .. r... c.-.... çs...s ..................................................................L 0.
• USmn.
Fires teel 1 98.... . $............. 76736
resteelK..income ..axes $........................P.,
Total ....................................................................................................................................
22...7A..
rm ......XI....I4n.,b .Rea.. i,, ,o.pt, ,
drgpi,g, . Requi..dAud..
..to..he ..17 .. np4.a. statements is,ti1..pro,ge....
information needed to comple..the audit has not beenobtained ................
Because f .. the .urren.financ±a..nformation used
prepare this ubje..to....nge . 9X'0. te................. 4,s
may . n ...nanc. ..amounts .hat ..emateria..
4,fl rm ..0 . .
Page 1 of 1 Schedule 0 (Form 990 or 990.EZ) (2017)
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YWCA 11/15/2018 355 PM
SCHEDULE R (Form 990) Related Organizations and Unrelated Partnerships
10- Complete if the organization answered "Yes" on Form 990, Part IV, line 33,34,35b, 36, or 37. 10- Attach to Form 990.
OMB No. 1545-0047
I ,eparsnent orine I reasury
Internal Revenue Service Go to www.irs.govIFonn99O for instructions and the latest information. :Jp.cjQfl :
Name of the organization Young Women' s Christian Association Employeridenitflcation number
- Southeast Wisconsin ___ [39-0806258
IIjt;ff Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a) Name, address, and EIN (if applicable) of disregarded entity
(b) Primary activity
(C) Legal domicile (state or foreign country)
(d) Total income
(e) End-of-year assets
(f) Direct controlling
entity
(1)
(2)
(3)
(4)
(5)
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had ---° one or more related tax-exempt organizations during the tax year.
(a) Name, address and EIN of related organization
(b) Primary activity
(c) Legal domicile (state orforeignusuntiy)
(d) Exempt Code section
(e) Public charity status csecuon5o1(c)(3))
( Direct controlling
entity
Section 1 13 controlled enity?
Yes No (1) YW Housing Inc.
1915 Martin Luther King Drive 39-1776818 Milwaukee WI 53212 Holding Co
501c 7 N/A
X (2)
(3)
(4)
(5)
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule R (Form 990) 2017 DAA
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Schedule R(Form 990)2017 Young Women's Christian Associatio3339 - 0806258 Page 2
aw Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related oroanizations treated as a oartnershio durina the tax year.
(a) (b) (c) (d) (e) (it) (g) (h) (1) (j) (k) Name, address, and EIN of Primary activity Legal Direct controlling Predominant Share of total Share of end-of- Dispro- Code V—U6l General a Percentage
related organization
domicile entity income (related, income year assets portlonain amount in box 20 managing ownership
slate or
excluded from
alloc2 of Schedule K-i partner?
reign
tax under
- - (Form 1065)
c ountry)
sections 512-514)
Yes No
Yes N.
(1)Firesteel Holdings, LLC
1501 Highland Drive
Merrill WI 54452
26-2863506 rnvestment -
N/A Excluded -76,736 -234,893 -
X
(2)Hausmann Schoeer LP
1915 N Martin Luther King Dr -
Milwaukee WI 53212
39-0806258 owIncHsn -
N/A Excluded -77,730 -855,679 -
X
(3).7alnes Anderson Senior Housing, LI
1915 N Marting Luther King Dr
Milwaukee WI 53212
39-1945542 liowIncHsng -
N/A Excluded -73,608 224,628 -
X -
x
(4)
iuenuricauon 01 rc.eiaiea rrganizauons iaxaoie as a ..orporauon or trust. Lompiee lTUi organization answereo Yes on i-orm U, i-'art IV, line 34 because it had one or more related oraanizations treated as a corooration or trust durina the tax veer
(a) Name, address, and EIN of related organization
(b) Primary activity
(C) Legal domicile
(state or foreign country)
(d)
Direct controlling entity
(e) Type of entity
(C carp $ carp ortrust)
(f) Share of total
income
(g) Sham of
end-of-year assets
(h) Percentage ownership
of Section 12(13) controlled
entity?
Yes No (1)
(2)
(3)
(4)
DAA Schedule R (Form 990) 2017
YWCA 11115/2018 3:55 PM
Schedule R (Form 990) 2017 Young Women's Christian AssociatioxS 9-0806258 Page 3
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note: Complete line 1 if any entity is listed in Parts ii, Ill, or IV of this schedule Yes I No
I During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts I1-IV? a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity Lii- - -
b Gift, grant, or capital contribution to related organization(s) L-i- -
c Gift, grant, or capital contribution from related organization(s) ....................... Li.- -
d Loans or loan guarantees to or for related organization(s) Li.a X
-
e Loans or loan guarantees by related organization(s)
f Dividends from related organization(s) .If X
g Sale of assets to related organization(s) ..Ig X
h Purchase of assets from related organization(s) . .lh X
i Exchange of assets with related organization(s) .Ii X
lj Lease of facilities, equipment, or other assets to related organization(s) .. - -
X
k Lease of facilities, equipment, or other assets from related organization(s) .. .1k X . I Performance of services or membership orfundraising solicitations for related organization(s) ..II X
m Performance of services or membership or fundraising solicitations by related organization(s) .im X n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . .In X
o Sharing of paid employees with related organization(s) . .10 X
p Reimbursement paid to related organization(s) for expenses
q Reimbursement paid by related organization(s) for expenses . Li g
r Other transfer of cash or property to related organization(s) X
2 If the answer to any of the above is "Yes," seethe instructions for information on who must complete this line, including covered relationships and transaction thresholds. (a)
- Name of related organization (b)
Transaction type(a—s)
(c) Amount involved
(d)
Method of determining amount involved
(I) YW Housing d 1,198,704 Cost
(2) Firesteel Holdings r 128,000 Cost
(3) Firesteel Holdings d 2,938,381 Cost
(4) Hausmann Schoeer LP e 334,5.40 Cost
(5)
(6)
Schedule R (Form 990) 2017 DAA
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Schedule R (Form 99O)2017 Young Women's Christian Associatio3339-0806258 -Page4
a4Vl Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990 Part IV, line 37
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets
or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (a)
Name, address, and EIN of entity (b)
Primary activity (c)
Legal domicile (state or taeign country)
(d) Predominant
income (related, unrelated, excluded
frorntaximcler sections 512-514)
(e) Are all partners
section
501(c)(3) organizations?
(ti) Share of
total income
(g)
Share of end-of-year
assets
(h) DisproportionatE
allocations?
(I) Code V—U81
amount in box 20.
(Form 1065).
(3) General or managing Partner?
(k) Percentage ownership
y es
—Yes N.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
-
(8)
(9)
(10)
(11)
Schedule R (Form 990) 2017
DAo
YWCA 1115/2O18 3:55 PM
Schedule R (Form 99O)2017 Young Women's Christ±an.AssociatiorB9-0806258 Paqe5 Supplemental Information. Provide. additional Information for responses to questions on Schedule R. See Instructions.
Schedule R (Form 990) 2017
DAA
YWCA Young Women's Christian Association
11/1512018 3:54 PM 39-0806258 Federal Statements
FYE: 12131/2017
Schedule A. Part II, Line 1(e)
Description
Amount America Works Wisconsin
$
Cash Contribution
4,808,398 United Way of Greater Milwaukee
Cash Contribution
440,604 Various direct public support
Cash Contribution
413,168 Various government contributions
Cash Contribution
. 76,503 Total
$ 5,738,673
Schedule A, Part II, Line 8(e)
Description
Amount Gross rents
$ 492,640 Total
$ . 492,640
Schedule A, Part II, Line 9(e)
Description
Amount. Hausmann Schoeer LP
$ -77,730. James Anderson Senior Hsg
-73,608 Firesteel Holdings, LLC
-76,736 - Less: Deductions
-1,000 Total
$ -229,074
YWCA Young Women's Christian Association 11115/2018 3:54 PM 39-0806258 Federal Statements FYE: 12131/2017
Schedule A. Part IL, Line 12 - Current year
Description Amount Racial Justice $ Adult GE]) Education Transitional Housing Dress for Success Gain on disposal of assets Loss on investments Interest income - 115,358 Miscellaneous .8,458 Debt forgiveness Lunch 159,414 Educational
Total $ 283,230
YWCA Young Women's Christian Association 11/15/2018 3:54 PM 39-0806258 Federal Statements FYE: 12/31/2017
Lunch Other Direct Fundraisinci or Gaming Expenses
Description Amount Other direct $, 9,903
Total $ 9,903