2022-05-13T15:08:57-05:00 2021-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2021-01-01 391343425 INDEPENDENCE FIRST INC INDE 4142917520 540 S 1ST ST MILWAUKEE WI 532041605 MARCIA BOUCHER PRESIDENT/CEO 4142917520 2022-05-13 1 MARCIA BOUCHER 999009999 JENNY TARKOWSKI CPA P00634290 6082747020 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARCIA BOUCHER 540 S 1ST ST MILWAUKEE WI 532041605 27503681 0 X WWW.INDEPENDENCEFIRST.ORG X 1979 WI INDEPENDENCE FIRST IS A NON-PROFIT 501C3 INDEPENDENT LIVING CENTER (ILC) DIRECTED AND CONTROLLED BY PERSONS WITH DISABILITIES, PRIMARILY SERVING THE FOUR COUNTY METROPOLITAN MILWAUKEE AREA. OUR MISSION IS TO EFFECTIVELY FACILITATE EMPOWERMENT OF INDIVIDUALS WITH DISABILITIES THROUGH THE CORE SERVICES OF ADVOCACY, INDEPENDENT LIVING SKILLS, INFORMATION AND REFERRAL, PEER SUPPORT, AND TRANSITION. INDEPENDENCE FIRST PROMOTES DIVERSITY AND MULTICULTURAL PARTICIPATION IN ITS OPERATIONS AND SERVICES. 14 14 1410 69 -8078 0 6357670 1920190 26994558 24716150 81706 378629 -9225 -8078 33424709 27006891 0 0 0 0 25241708 23048300 0 0 375284 2254844 2294692 27496552 25342992 5928157 1663899 16034797 17159948 4706673 3851827 11328124 13308121 X INDEPENDENCE FIRST IS A NON-PROFIT 501C3 INDEPENDENT LIVING CENTER (ILC) DIRECTED AND CONTROLLED BY PERSONS WITH DISABILITIES, PRIMARILY SERVING THE FOUR COUNTY METROPOLITAN MILWAUKEE AREA. OUR MISSION IS TO EFFECTIVELY FACILITATE EMPOWERMENT OF INDIVIDUALS WITH DISABILITIES THROUGH THE CORE SERVICES OF ADVOCACY, INDEPENDENT LIVING SKILLS, INFORMATION AND REFERRAL, PEER SUPPORT, AND TRANSITION. INDEPENDENCE FIRST PROMOTES DIVERSITY AND MULTICULTURAL PARTICIPATION IN ITS OPERATIONS AND SERVICES. 0 0 19260384 0 24476581 PERSONAL ASSISTANCE SERVICES PROVIDE PERSONAL CARE SERVICES AT HOME FOR INDIVIDUALS WITH DISABILITIES WITH RN SUPERVISION AND CASE MANAGEMENT FOR PARTICIPANTS. THESE SERVICES ASSIST PERSONS WITH DISABILITIES TO REMAIN INDEPENDENT IN THE COMMUNITY RATHER THAN BE FORCED TO MOVE INTO AN INSTITUTIONAL SETTING. 1651262 0 75499 INDEPENDENT LIVING SKILLS TRAINING PROVIDES PERSONS WITH DISABILITIES WITH EDUCATION AND TRAINING TO INCREASE THEIR ABILITY TO LIVE INDEPENDENTLY IN THE COMMUNITY. SKILLS TRAINING OFFERED INCLUDE TOPICS OF MONEY, HOME AND TIME MANAGEMENT, COMMUNICATION SKILLS, HOW TO BUILD SELF-ESTEEM, HOW TO SET GOALS AND MAKE GOOD DECISIONS, DEALING WITH CONFLICT AND ANGER, STRESS MANAGEMENT, ASSERTIVENESS, COMPUTER TRAINING, JUST TO NAME A FEW. INDIVIDUALS SET THEIR GOALS AND TRAINING ASSISTS THEM TO BE SUCCESSFUL IN ACHIEVING THEM. 150368 0 135188 ASSISTIVE TECHNOLOGY SERVICE PROVIDES EDUCATION ABOUT, EVALUATIONS FOR, AND TRIALS OF ASSISTIVE TECHNOLOGY EQUIPMENT. THIS PROGRAM EXISTS TO HELP INDIVIDUALS WITH DISABILITIES, FAMILY MEMBERS, FRIENDS, SERVICE PROVIDERS, AND EMPLOYERS MAKE INFORMED CHOICES ABOUT ADAPTIVE EQUIPMENT AND TO FIND COST-EFFECTIVE WAYS TO MEET THEIR ADAPTIVE EQUIPMENT NEEDS. 672202 0 28882 672202 28882 21734216 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 33 0 1410 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X WENDY HUOT 4142917520 540 S 1ST ST MILWAUKEE WI 532041605 SCOTT LUBER CHAIR 3.00 1.00 X X 0 0 0 BILLIE TORRENTT VICE CHAIR 3.00 1.00 X X 0 0 0 KIM MARGGRAF SECRETARY 1.00 1.00 X X 0 0 0 TOM RAVE TREASURER 3.00 1.00 X X 0 0 0 BRAD HOLZ DIRECTOR 1.00 X 0 0 0 DEANNA TILLISCH DIRECTOR 1.00 X 0 0 0 PAUL WIERZBA DIRECTOR 1.00 X 0 0 0 JOANNA WILLIAMS DIRECTOR 1.00 X 0 0 0 WILLIAM CROWLEY DIRECTOR 1.00 X 0 0 0 JAMES GUCKENBERG DIRECTOR 1.00 X 0 0 0 JOHN DZIEWA DIRECTOR 1.00 X 0 0 0 KAREN HUNT DIRECTOR 1.00 X 0 0 0 DAVID FRANK DIRECTOR 1.00 X 0 0 0 TIFFANY WYNN DIRECTOR 1.00 X 0 0 0 MARCIA BOUCHER PRESIDENT/CEO 40.00 3.00 X 206472 0 19145 WENDY HUOT DIR. OF BUSINESS SERVICES 40.00 3.00 X 155793 0 7385 DEB LANGHAM CHIEF OPERATING OFFICER 40.00 3.00 X 170973 0 17283 TRACY THOMAS CONTROLLER 40.00 3.00 X 126762 0 19539 KATHLEEN MEISNER DIR. OF INDEPENDENT LIVING SERVICES 40.00 3.00 X 114746 0 18398 JACOB NOWAK INFORMATION TECHNOLOGY DIR. 40.00 3.00 X 108057 0 23055 MYRA SANCHICK MARKETING & FUND DEVELOPMENT DIR. 40.00 3.00 X 102234 0 3850 985037 0 108655 7 0 1 0 0 125504 754933 797397 242356 1920190 PERSONAL ASSISTANCE SERVICES 624120 24476581 24476581 ASSISTIVE TECHNOLOGY 624120 135188 135188 INDEPENDENT LIVING SERVICES 624120 75499 75499 ENTREPRENEURIAL VENTURES 624120 6738 6738 22144 22144 24716150 126447 126447 194000 202078 -8078 -8078 -8078 546894 294712 252182 252182 252182 27006891 24716150 -8078 378629 577051 577051 19085794 17273366 1549103 263325 440441 405874 28380 6187 1561644 1392470 147946 21228 1383370 1215982 148851 18537 9203 9203 48450 48450 19705 19705 470024 286764 183260 180413 178499 1914 352673 315891 32690 4092 328040 246030 49206 32804 266225 179002 83713 3510 18314 16098 1971 245 21521 21521 7118 6257 766 95 286146 186643 95843 3660 193595 145196 29039 19360 BAD DEBT EXPENSE 44716 44716 MEMBERSHIP DUES 24312 21370 2615 327 LICENSES AND FEES 24237 21752 2485 25342992 21734216 3233492 375284 1616277 679863 700000 700000 107398 129550 2255848 2243671 26431 35930 74226 560399 10201224 4290563 5784519 5910661 5415868 6858062 54230 41812 16034797 17159948 1092485 992516 136270 221311 316581 0 2852914 2298789 308423 339211 4706673 3851827 X 8401995 10122826 2926129 3185295 11328124 13308121 16034797 17159948 X 1663899 299595 16503 X 0 1 X 1 0 X 2056912 1875545 3985054 6357670 1920190 16195371 28183468 27761147 26501962 26994558 24716150 134157285 6613 14877 16056 37546 30246993 29651569 30503072 33352228 26636340 150390202 0 0 0 150390202 174038 177418 206389 272503 320447 1150795 174038 177418 206389 272503 320447 1150795 30421031 29828987 30709461 33624731 26956787 151540997 0.99240 0.99350 0.00760 0.00650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1501 0 0 1501 0 0 1 X 1218000 1218000 6858572 2368895 4489677 1825766 1703820 121946 298886 217848 81038 5910661 ESTIMATED THIRD-PARTY PAS PAYER SETTLEMENTS 23561 DEFERRED COMPENSATION OBLIGATION 315650 339211 PART IV, LINE 1B: THE ORGANIZATION'S REP PAYEE PROGRAM WORKS WITH INDIVIDUALS WHO RECEIVE SOCIAL SECURITY COMPENSATION TO HELP THEM WITH FINANCIAL MANAGEMENT. SOCIAL SECURITY PAYMENTS ARE DEPOSITED INTO A CHECKING ACCOUNT MAINTAINED BY THE ORGANIZATION AND FUNDS FOR LIVING EXPENSES ARE DISTRIBUTED MONTHLY, TWICE A MONTH, OR WEEKLY DEPENDING ON THE INDIVIDUAL'S NEEDS. PART IV, LINE 2B: THE ORGANIZATION'S REP PAYEE PROGRAM WORKS WITH INDIVIDUALS WHO RECEIVE SOCIAL SECURITY COMPENSATION TO HELP THEM WITH FINANCIAL MANAGEMENT. SOCIAL SECURITY PAYMENTS ARE DEPOSITED INTO A CHECKING ACCOUNT MAINTAINED BY THE ORGANIZATION AND FUNDS FOR LIVING EXPENSES ARE DISTRIBUTED MONTHLY, TWICE A MONTH, OR WEEKLY DEPENDING ON THE INDIVIDUAL'S NEEDS. THE PROGRAM WAS TERMINATED IN 2021. X X X 0 0 0 0 0 0 0 0 0 MARCIA BOUCHER PRESIDENT/CEO 206472 0 0 0 0 0 8397 0 10748 0 225617 0 0 0 DEB LANGHAM CHIEF OPERATING OFFICER 170973 0 0 0 0 0 6701 0 10582 0 188256 0 0 0 WENDY HUOT DIR. OF BUSINESS SERVICES 155793 0 0 0 0 0 6206 0 1179 0 163178 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE, COMPRISED OF OFFICERS OF THE GOVERNING BODY, REVIEW AND DETERMINE OFFICER COMPENSATION ANNUALLY. COMPENSATION GUIDES ARE REVIEWED. ALSO, THERE ARE GOALS RELATED TO THE ORGANIZATION'S FINANCIAL AND PROGRAM PERFORMANCE THAT ARE REVIEWED. ALL EMPLOYEES ARE REVIEWED ANNUALLY BY THEIR IMMEDIATE SUPERVISOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WERE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S ANNUAL REPORT WAS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: RECOVERY OF BAD DEBT 30,686. LOSS ON DISPOSAL OF PROPERTY -805. CHANGE IN VALUE OF DEFERRED TAX ASSETS -13,378. INDEPENDENCE FIRST FOUNDATION INC 540 S 1ST ST MILWAUKEE WI 532041605 462941274 SUPPORT INDEPENDENCE FIRST, INC. WI 501(C)(3) LINE 12A, I INDEPENDENCE FIRST INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 INDEPENDENCE FIRST FOUNDATION INC C 754933 FACE AMOUNT