2024-11-06T12:39:21-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2023-01-01 391017822 META HOUSE INC META 4149775808 2625 NORTH WEIL STREET MILWAUKEE WI 53212 VALERIE VIDAL PRESIDENT/CEO 4149775808 2024-11-05 1 0 KRISTEN DONLEVY P01670215 4144761880 2024-11-05 2023 2024-10-15 13:58:12Z VALERIE VIDAL 2625 NORTH WEIL STREET MILWAUKEE WI 53212 10338112 0 1 X WWW.METAHOUSE.ORG X 1962 WI META HOUSE ENDS THE GENERATIONAL CYCLE OF ADDICTION BY HEALING WOMEN AND STRENGTHENING FAMILIES. 18 18 141 112 0 0 7538264 8638683 1526204 1522999 297144 82630 67790 57603 9429402 10301915 0 3981408 0 0 5210295 6016342 0 0 772822 1849717 2641421 7060012 12639171 2369390 -2337256 8710031 7064264 929446 1521699 7780585 5542565 META HOUSE ENDS THE GENERATIONAL CYCLE OF ADDICTION BY HEALING WOMEN AND STRENGTHENING FAMILIES. 0 0 3889523 3981408 1522999 RESIDENTIAL TREATMENT PROGRAM - META HOUSE OPERATES RESIDENTIAL FACILITIES WITH 35 BEDS FOR WOMEN WHO REQUIRE THE STRUCTURE OF A 24-HOUR, SEVEN-DAY-PER-WEEK PROGRAM IN ORDER TO MAINTAIN SOBRIETY AND REBUILD THEIR LIVES. IN ADDITION, META HOUSE HOUSES UP TO 15 CHILDREN UNDER THE AGE OF 12 WHO LIVE WITH THEIR MOTHERS IN OUR FACILITY DURING THEIR MOTHERS' TREATMENT AND RECEIVE A VARIETY OF INTENSIVE SERVICES TO AMELIORATE THE IMPACT OF MATERIAL SUBSTANCE USE. 2518509 OUTPATIENT/TRANSITIONAL LIVING PROGRAM - TO MEET THE ADDITIONAL NEEDS OF WOMEN SEEKING SOBRIETY, META HOUSE PROVIDES GENDER-RESPONSIVE TREATMENT IN AN OUTPATIENT SETTING. THE OUTPATIENT PROGRAM OFFERS A SIMILAR ARRAY OF SERVICES AS THE RESIDENTIAL TREATMENT PROGRAM AND SERVES WOMEN WHO MAY BE ABLE TO MAINTAIN SOBRIETY WHILE LIVING IN THEIR OWN HOME, WITH THE HELP OF IN-HOME CASE MANAGEMENT VISITS. TRANSITIONAL LIVING - TO MEET THE NEEDS OF WOMEN AND FAMILIES THAT ARE HOMELESS AND IN NEED OF SAFE, AFFORDABLE HOUSING. PROVIDES 27 FURNISHED APARTMENTS IN TWO FACILITIES. 3476361 META HOUSING PROGRAM - META HOUSE RECOGNIZES THAT MANY OF THE FAMILIES SERVED ARE HOMELESS AND IN NEED OF SAFE, AFFORDABLE HOUSING AND, THEREFORE PROVIDES 27 FURNISHED APARTMENTS IN FOUR FACILITIES. SUPPORTIVE SERVICES INCLUDE ON-GOING CASE MANAGEMENT, SERVICES AND JOB RETENTION ASSISTANCE. 9884393 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 13 0 141 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X VALERIE VIDAL 4149775808 2625 NORTH WEIL STREET MILWAUKEE WI 53212 ZACHARY ST MARTIN BOARD MEMBER 1.00 X 0 0 0 ABIOLA KELLER BOARD MEMBER 1.00 X 0 0 0 JESSICA P CULOTTIE BOARD MEMBER 1.00 X 0 0 0 JENNY STEFFENS SECRETARY 1.00 X X 0 0 0 JOHN CHIDESTER BOARD MEMBER 1.00 X 0 0 0 CJ NEVILLE CHAIR 2.00 X X 0 0 0 JOHN RICHTER BOARD MEMBER 1.00 X 0 0 0 JILL HAMMILL SOPHA BOARD MEMBER 1.00 X 0 0 0 AMY ZOSEL BOARD MEMBER 1.00 X 0 0 0 CRAIG CERBINS BOARD MEMBER 1.00 X 0 0 0 CHRISTINE CULVER CHAIR-ELECT 1.00 X X 0 0 0 MARGARET KURLINSKI BOARD MEMBER 1.00 X 0 0 0 DEBRA SADOW KOENIG BOARD MEMBER 1.00 X 0 0 0 MANNY LARA BOARD MEMBER 1.00 X 0 0 0 AMY BOVI BOARD MEMBER 1.00 X 0 0 0 JACKIE BULKOWSKI TREASURER 1.00 X X 0 0 0 MARIA N GONZALEZ EDWARDS BOARD MEMBER 1.00 X 0 0 0 BRITTANY GRAYSON BOARD MEMBER 1.00 X 0 0 0 AMY ZOSEL BOARD MEMBER 1.00 X 0 0 0 VALERIE VIDAL PRESIDENT/CEO 40.00 X 196793 0 39244 CHRISTINE ULLSTRUP VICE PRESIDENT OF CLINICAL 40.00 X 111561 0 14273 CARRYN SAMI DIRECTOR OF DEVELOPMENT 40.00 X 100379 0 0 TRACY OERTER CHIEF CLINICAL SERVICES OFFICER 40.00 X 104600 0 0 513333 0 53517 6 0 1 0 CLIFTONLARSONALLEN 10401 W INNOVATION DRIVE SUITE 300 WAUWATOSA WI 53226 ACCOUNTING 166866 1 151394 204019 5582164 2701106 54203 8638683 MEDICAID PAYMENTS 623990 1522999 1522999 1522999 82630 82630 68870 0 68870 68870 68870 0 204019 36197 -36197 -36197 MISCELLANEOUS REVENUE 900099 20012 20012 LAUNDRY SERVICES 900099 4399 4399 MEDICAL RECORDS 900099 519 519 24930 10301915 1522999 0 140233 3981408 3981408 368071 287096 58891 22084 4661745 2778507 1354425 528813 624803 488791 97715 38297 361723 282883 56722 22118 198986 155616 31203 12167 9504 7433 1490 581 184809 144529 28980 11300 252 197 40 15 140194 109638 21984 8572 1066286 833883 167205 65198 3369 2635 528 206 26202 20491 4109 1602 3086 2413 484 189 271451 212287 42566 16598 88193 68969 13830 5394 EVALUATION AND RESEARCH 271049 211973 42503 16573 EQUIPMENT 174867 136754 27421 10692 FOOD AND BEVERAGE 141351 110543 22165 8643 SPECIFIED ASSISTANCE 51439 40228 8066 3145 10383 8119 1629 635 12639171 9884393 1981956 772822 1037440 875906 1335407 1337945 649689 645244 659091 575182 127474 70722 6692237 4679553 2663053 2012684 1042420 1279989 1195457 266592 8710031 7064264 458894 451236 7955 470387 134196 165 928312 929446 1521699 X 5694563 5265601 2086022 276964 7780585 5542565 8710031 7064264 -2337256 153439 -54203 0 X 0 1 X 1 1 1 X 6560283 6594697 7848829 7564131 8638683 37206623 6560283 6594697 7848829 7564131 8638683 37206623 37206623 92544 76425 68197 90726 82630 410522 16099 19027 14904 17453 24930 92413 37709558 3007249 0.98670 0.98700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 16,099. 2020 AMOUNT: $ 19,027. 2021 AMOUNT: $ 14,904. 2022 AMOUNT: $ 17,453. 2023 AMOUNT: $ 24,930. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44468 44468 5972127 4107637 1864490 240392 230909 9483 223526 212307 11219 211724 128700 83024 2012684 INVESTMENT ASSOCIATED WEALTH 1279989 C 1279989 LEASE LIABILITY 194305 DUE TO THE FOUNDATION 734007 928312 X PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON THE RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM STATE INCOME TAXES. IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE ORGANIZATION DETERMINES WHETHER IT'S MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFITS OF THAT POSITION ARE NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 0 META HOUSE FOUNDATION 2625 N WEIL STREET MILWAUKEE WI 53212 931510137 501(C)(3) 3981408 0 N/A FINANCING FOR A NEW BUILDING 1 0 X X X 0 0 0 0 0 0 0 0 0 VALERIE VIDAL PRESIDENT/CEO 196793 0 0 0 0 0 0 0 39244 0 236037 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS UTILIZED THE PERFORMANCE REVIEW OUTCOMES AND THE APPROVED PRESIDENT/CEO COMPENSATION STRUCTURE/PARAMETERS TO DETERMINE AND APPROVE THE PRESIDENT/CEO'S TOTAL REWARDS OUTCOME. THERE WAS A RECENT INDEPENDENT MARKET ANALYSIS PERFORMED TO HELP ENSURE THE PRESIDENT/CEO COMPENSATION RANGE IS FAIR, APPROPRIATE AND COMPETITIVE. X 49380 FMV X 13 1384 FMV X HOLIDAY GIFTS FOR FAMILIES 11 2250 FMV X GIFT CARDS 3 135 FMV X CLIENT ACTIVITY SUPPLIES 8 93 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE OF THE BOARD INCLUDING OFFICERS OF THE BOARD AND OTHER BOARD MEMBERS ARE ALLOWED TO ACT ON THE BOARDS BEHALF IF NEEDED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BEFORE SUBMITTING IT TO IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS/TRUSTEES, AND KEY EMPLOYEES ANNUALLY COMPLETE AND SIGN A FORM ACKNOWLEDGING THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS UTILIZED THE PERFORMANCE REVIEW OUTCOMES AND THE APPROVED PRESIDENT/CEO COMPENSATION STRUCTURE/PARAMETERS TO DETERMINE AND APPROVE PRESIDENT/CEO'S TOTAL REWARDS OUTCOME. THERE WAS A RECENT INDEPENDENT MARKET ANALYSIS PERFORMED TO HELP ENSURE THE PRESIDENT/CEO COMPENSATION RANGE IS FAIR, APPROPRIATE AND COMPETITIVE. PRESIDENT AND CEO AND THE DIRECTOR OF HUMAN RESOURCES REVIEWED COMPENSATION LEVELS WITH CURRENT MARKET SALARY RANGES TO DETERMINE COMPENSATION INCREASES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. META HOUSE HOLDINGS LLC 11933 W BURLEIGH STREET WAUWATOSA WI 53222 611601679 REAL ESTATE HOLDING WI 0 0 META HOUSING INC META HOUSE I LLC 2625 N WEIL STREET MILWAUKEE WI 53212 934317271 REAL ESTATE HOLDING WI 0 0 META HOUSE INC META HOUSE FOUNDATION INC 2625 N WEIL STREET MILWAUKEE WI 53212 931510137 CARRY OUT THE EDUCATIONAL AND CHARITABLE PURPOSES OF META HOUSE INC. WI 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 META HOUSE FOUNDATION INC D 734006 SEE GL