Nonprofit · EIN 83-3892791
MIDWEST URBAN STRATEGIES INC
Tax-exempt · ELM GROVE, WI 53122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,865,329 | $2,697,676 | $167,653 | $825,286 | $765,135 | $60,151 |
| June 30, 2024 | 990 | $3,725,282 | $3,764,225 | -$38,943 | $497,289 | $604,791 | -$107,502 |
| June 30, 2023 | 990 | $3,416,871 | $3,621,752 | -$204,881 | $757,365 | $758,491 | -$1,126 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,427,682
- of which government grants
- $2,427,682
- Program service revenue
- $415,378
- Investment income
- $0
- Net income from fundraising events
- -$20,095
- Other revenue
- $22,269
Expenses
- Grants and similar amounts paid
- $1,419,169
- Compensation of officers, directors and key employees
- $170,186
- Other salaries and wages
- $376,994
- Salaries, compensation and benefits (total)
- $665,020
- Professional fundraising fees
- $0
- Accounting fees
- $31,637
- Occupancy
- $16,580
- Travel
- $18,097
- Depreciation
- $2,323
- Program services (functional)
- $2,458,453
- Management and general (functional)
- $176,916
- Fundraising (functional)
- $62,307
Balance sheet and other
- Total assets, start of year
- $497,289
- Total assets, end of year
- $825,286
- Total liabilities, end of year
- $765,135
- Net assets, end of year
- $60,151
- Net assets without donor restrictions
- $60,151
- Gross receipts
- $2,917,442
- Employees
- 10
- Volunteers
- 9
- Year formed
- 2019
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACEY CAREY | EXECUTIVE DIRECTOR Officer | 40 | $141,946 | $28,240 |
| CLYDE MCQUEEN | BOARD CHAIR Trustee or director, Officer | 12 | $0 | $0 |
| LISA DAUGHERTY | VICE CHAIR Trustee or director, Officer | 12 | $0 | $0 |
| LISA PATT-MCDANIEL | BOARD TREASURER Trustee or director, Officer | 12 | $0 | $0 |
| JOANNE BREEDLOVE | BOARD SECRETARY Trustee or director, Officer | 12 | $0 | $0 |
| STACEY FOWLER | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| ROBERT SHIMKOSKI | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| BETH YOKE | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| GEORGE WRIGHT | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| MICHELLE ROSE | BOARD MEMBER (THRU 06/30/25) Trustee or director | 12 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACEY CAREY | EXECUTIVE DIRECTOR Officer | 40 | $140,000 | $25,058 |
| CLYDE MCQUEEN | BOARD CHAIR Trustee or director | 12 | $0 | $0 |
| LISA DAUGHERTY | VICE CHAIR Trustee or director | 12 | $0 | $0 |
| LISA PATT-MCDANIEL | BOARD TREASURER Trustee or director | 12 | $0 | $0 |
| JOANNE BREEDLOVE | BOARD SECRETARY Trustee or director | 12 | $0 | $0 |
| MARIE MACKINTOSH | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| MICHELLE ROSE | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| ROBERT SHIMKOSKI | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| STACEY FOWLER | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| GEORGE WRIGHT | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| BETH YOKE | BOARD MEMBER (START 03/01/24) Trustee or director | 12 | $0 | $0 |
| DEB BAHR-HELGEN | BOARD MEMBER (START 01/01/23) Trustee or director | 12 | $0 | $0 |
| JASON ASHBROOK | BOARD MEMBER (END 09/01/23) Trustee or director | 12 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACEY CAREY | EXECUTIVE DIRECTOR Officer | 40 | $140,000 | $20,518 |
| CLYDE MCQUEEN | BOARD CHAIR Trustee or director | 12 | $0 | $0 |
| LISA PATT-MCDANIEL | BOARD TREASURER Trustee or director | 12 | $0 | $0 |
| KEITH LAWING | BOARD SECRETARY Trustee or director | 12 | $0 | $0 |
| ANGIE CARR KLITZSCH | BOARD VICE CHAIR (THRU 10/15/22) Trustee or director | 12 | $0 | $0 |
| MARISA LEWIS | BOARD MEMBER (THRU 5/15/23) Trustee or director | 12 | $0 | $0 |
| MARIE MACKINTOSH | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| MICHELLE ROSE | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| ROB CHERRY | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| CHYTANIA BROWN | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| ROBERT SHIMKOSKI | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| STACEY FOWLER | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| DEB BAHR-HELGEN | BOARD MEMBER (THRU 1/15/23) Trustee or director | 12 | $0 | $0 |
| JOANNE BREEDLOVE | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| JASON ASHBROOK | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| LISA DAUGHERTY | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
| GEORGE WRIGHT | BOARD MEMBER Trustee or director | 12 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 890 ELM GROVE RD SUITE 1002, ELM GROVE, WI 53122-2552
- Principal officer (990 for 2024)
- TRACEY CAREY, 890 ELM GROVE ROAD 110-2, ELM GROVE, WI 53122
- Signed the 990
- TRACEY CAREY, EXECUTIVE DIRECTOR
- Phone
- (262) 794-3373
- Website
- MIDWESTURBANSTRATEGIES.COM
- Return prepared by
- SIKICH LLC
Mission
IMPROVE THE ECONOMIC CONDITIONS OF THE MIDWEST REGION, WITH TARGETED FOCUS ON URBAN AREAS, TO SERVE AND ADVANCE THE NEEDS AND INTERESTS OF THE REGION'S DIVERSE POPULATIONS, EMPLOYERS, WORKERS, JOB SEEKERS AND WORKFORCE DEVELOPMENT PROFESSIONALS.
Program accomplishments
- IMPROVE THE ECONOMIC CONDITIONS OF THE MIDWEST REGION, WITH TARGETED FOCUS ON URBAN AREAS, TO SERVE AND ADVANCE THE NEEDS AND INTERESTS OF THE REGION'S DIVERSE POPULATIONS, EMPLOYERS, WORKERS, JOB SEEKERS AND WORKFORCE DEVELOPMENT PROFESSIONALS.Expenses $2,458,453 · grants $1,419,169 · revenue $457,742
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 83-3892791
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J01)
- Assets (IRS master file)
- $825,286
- Income (IRS master file)
- $2,917,442
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,865,329 | $2,697,676 | $825,286 | IRS |
| 990 | June 2024 | $3,725,282 | $3,764,225 | $497,289 | IRS |
| 990 | June 2023 | $3,416,871 | $3,621,752 | $757,365 | XML |
| 990 | June 2022 | $1,507,272 | $1,566,850 | $541,883 | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-3892791).
Questions about MIDWEST URBAN STRATEGIES INC
- What is the EIN of MIDWEST URBAN STRATEGIES INC?
- The employer identification number (EIN) of MIDWEST URBAN STRATEGIES INC is 83-3892791.
- Is MIDWEST URBAN STRATEGIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to MIDWEST URBAN STRATEGIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MIDWEST URBAN STRATEGIES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MIDWEST URBAN STRATEGIES INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MIDWEST URBAN STRATEGIES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MIDWEST URBAN STRATEGIES INC?
- The 990 for the year ended June 30, 2025 names TRACEY CAREY.
- Who are the officers and directors of MIDWEST URBAN STRATEGIES INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $141,946 (TRACEY CAREY, EXECUTIVE DIRECTOR).
- How much revenue does MIDWEST URBAN STRATEGIES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,865,329, expenses of $2,697,676 and total assets of $825,286 at year end.
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