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CHARITY REVIEW
Issued: August 2024 Expires: August 2026

NeighborWorks Green Bay

Standards Not Met
Standards Not Met
6 7 14 16 17 18
437 South Jackson Street
Green Bay, WI, 54301

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

NeighborWorks Green Bay does not meet the following 6 Standards for Charity Accountability:

Standard 6 (Board Policy on Effectiveness)
Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.

NeighborWorks Green Bay does not meet this Standard because:

  • The board of directors does not have a written policy stating that, at least every two years, an appraisal be done assessing the organization’s performance and effectiveness and determining future actions required to achieve its mission.

Standard 7 (Board Approval of Written Report on Effectiveness)
Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.

NeighborWorks Green Bay does not meet this Standard because:

  • The organization has not completed an effectiveness assessment in the last two years.

Standard 14 (Budget)
Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.

NeighborWorks Green Bay does not meet this Standard because, when the organization provided 2024 budget information, it indicated that the budget did not identify:

  • Total projected program service expenses.
  • Total projected fundraising expenses.
  • Total projected administrative expenses.

Standard 16 (Annual Report)
Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

NeighborWorks Green Bay does not meet this Standard because the 2022 annual report did not include:

  • A roster of the board of directors.

Standard 17 (Web Site Disclosures)
Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.

NeighborWorks Green Bay does not meet this Standard because the organization’s website, https://nwgreenbay.org, does not include all of the recommended information for those charity websites that solicit for donations. Specifically, it does not include:

  • Electronic access to the organization’s 2022 IRS Form 990.

Standard 18 (Privacy for Written Appeals & Internet Privacy)
Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

NeighborWorks Green Bay does not meet this Standard because the privacy policy on its website, https://nwgreenbay.org does not indicate:

  • How to contact the charity to review personal information that is collected and request corrections.
  • What security measures are in place to protect personal information that is collected.

The BBB Wise Giving Alliance requested but did not receive complete information from the organization and is unable to verify the organization's compliance with the following Standard(s) for Charity Accountability: 1, 15

NeighborWorks Green Bay meets the remaining 12 Standards for Charity Accountability.

Stated Purpose:
"to solve housing challenges and build stronger communities."

Year, State Incorporated:
1982, WI

Also Known As:
Neighborhood Housing Services of Green Bay, Inc.

NeighborWorks Green Bay is a housing and community development organization. The organization reports being a resident-led non-profit, partnering with neighbors, local government, and business to deliver a variety of educational and financial programs to promote and preserve homeownership, increase financial capabilities, and strengthen communities. NeighborWorks Green Bay offers community-interest real estate development, including construction, renovation, and operation of single- and multifamily residences and commercial projects.

For the year ended December 31, 2022, NeighborWorks Green Bay's program expenses were:

Educational programming $17,839
Real estate management $2,699,607
Real estate development $298,571
Counseling and lending $782,428
Community building and engagement $370,557
Indoor farming operations $202,118
Total Program Expenses $4,371,120

Chief Executive
Noel Halvorsen, President and Chief Executive Officer

Compensation*
$151,507

Chair of the Board
Christopher M. Boland

Chair's Profession / Business Affiliation
Vice President Loan Operations, Nicolet National Bank

Board Size
12

Paid Staff Size
21

*2022 compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.

Method(s) Used:
Direct mail appeals, Grant proposals, Internet, Radio, Telemarketing

Fundraising costs were 11% of related contributions. (Related contributions, which totaled $1,480,083, are donations received as a result of fundraising activities.)

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on NeighborWorks Green Bay's audited financial statements for the year ended December 31, 2022.

Source of Funds
Other grants $5,809
Farm sales $10,397
Inspection and lead testing fee income $44,310
Other income $44,335
Homebuyer education and lending fee income $71,788
Program and fee income $116,289
Contributions $658,844
Federal grants $776,904
Rental income $2,530,314
Total Income $4,258,990

Programs: 86% Fundraising: 3% Administrative: 11%

Total Income $4,258,990
Total expenses: $5,055,160
  Program expenses $4,371,120
  Fundraising expenses $152,826
  Administrative expenses $531,214
  Other expenses $0
Income in Excess of Expenses $-796,170
Beginning Net Assets $10,943,634
Other Changes In Net Assets $36,141
Ending Net Assets $10,183,605
Total Liabilities $10,968,988
Total Assets $21,152,593

Note 1: According to the organization’s 2022 audited financial statements, the organization received in-kind contributions of $82,715 including building improvements ($41,504), property ($26,500), forgiveness of debt ($14,366), and supplies ($345).

Note 2: In the financial summary above, “other changes in net assets” refers to gain on disposal of assets ($176,212), bad debt (-$77,097), impairment loss (-$35,000), and loss on sale of rehabilitation properties (-$27,974).

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

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Report completed by:
BBB Wise Giving Alliance