2021-11-12T17:01:33-06:00 2020-12-31 990 2020-01-01 390806257 Milwaukee Center for Independence Inc MILW 4149372020 2020 W Wells St Milwaukee WI 532332720 Bridget Fassett CFO 4149372020 2021-11-12 Bridget Fassett 999009999 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Bridget Fassett 2020 W Wells St Milwaukee WI 532332720 42016455 0 X www.mcfi.net X 1946 WI Partnering with people of all abilities to advance their total health. 3 0 926 0 0 0 5525992 10897094 41905140 30995361 327274 88804 145635 35196 47904041 42016455 2231372 6037128 0 0 24248730 21190561 0 0 119683 22184352 18911827 48664454 46139516 -760413 -4123061 37757736 43810586 30059302 40235213 7698434 3575373 X Milwaukee Center for Independence, Inc. (MCFI) partners with people of all abilities to advance their total health with a vision of creating healthy and hopeful communities. 0 0 21023699 37108 20230890 MCFI's Behavioral Health Services division supports adults living with serious mental illness, addiction, or chronic health conditions. Services offered include supportive case management, crisis intervention, medication management, housing, outpatient clinical services, primary care services, and benefit advocacy. 8757301 20 7502010 MCFI's Commercial & Employment programs support people with barriers to work - including disabilities, literacy gaps, and past criminal convictions - through skill development and education, placement, and coaching. Participants in the program learn self-management skills and receive on-the-job experience in the food service, custodial, and assembling and packaging industries. MCFI supports businesses with recruitment, evaluation, training and placement services, and helps identify tasks and projects for job-seekers to increase their employability. 3178921 0 1735551 MCFI's Children's Services offer early intervention and education programs to help children with developmental challenges overcome the odds and reach their highest potential. Services include Birth to Three in home education and specialized therapies for infants and toddlers at risk of developmental delays. Pediatric Skilled Nursing provides medical day care for children with complex medical needs, and Wells Street Academy is a private school offering education to children in a setting that meets their medical needs. 8298274 6000000 1650910 Supportive Living and clinical services supports daily living skills for individuals living with disabilities, Self Directed & Fiscal (Rep Payee), and other misc revenue through allocated and other departments. 8298274 6000000 1650910 41258195 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 60 0 1 926 1 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X Bridget Fassett 4149372020 2020 W Wells St Milwaukee WI 532332720 Teri Zywicki President/CEO 40.00 5.00 X X 393435 0 48568 Bridget Fassett Treasurer 40.00 5.00 X X 224238 0 15601 Margaret Fischbach Secretary 40.00 5.00 X X 136745 0 18600 Dennise Lavrenz Sr VP Clinical 40.00 5.00 X 195775 0 13563 Heidi Chada VP Commercial & Employment 45.00 X 170002 0 35806 John Chianelli VP Whole Health Clinical G 45.00 X 165152 0 13494 Denise Banks VP Human Resources 40.00 5.00 X 173445 0 9145 Ann Martinek Director Accounting & FP 40.00 5.00 X 124187 0 15487 Michelle Kutcher Managing Pharmicist 45.00 X 126064 0 34006 Pamela Latherow Chief Information Officer 45.00 X 131921 0 20130 Katherine Kasabuske VP Home & Community Services 1.50 43.50 X 143508 0 20741 Dr Howard Garber Phd Former President/CEO 0.00 X 76037 0 0 2060509 0 245141 15 1 1 0 Paycom Payroll LLC 7501 W Memorial Rd Oklahoma City OK 73142 Payroll Processing 152124 MedicalCollege of Wisconsin 8701 Watertown Plank Road Milwaukee WI 53226 Contracted Clinicians 127628 Robert Half & Associates 12400 Collections Center Drive Chicago IL 60693 Temporary Help 118133 Kforce 1001 East Palm Ave Tampa FL 33605 Temporary Help 116282 Faegre Drinker Biddle and Reath LLP 300 N Meridian St Suit 2500 Indianapolis IN 46204 Legal Services 101187 5 450278 10215621 231195 339818 10897094 Behavioral Health Serv 624100 20230160 20230160 Commercial & Employmen 624310 7496570 7496570 Children's Services 624100 1728351 1728351 Supportive Living & Cl 624100 1350988 1350988 Self Directed & Fiscal 624100 183629 183629 5663 5663 30995361 47865 47865 40939 0 40939 40939 40939 Other 900099 35196 35196 35196 42016455 31119361 0 0 6000000 6000000 37128 37128 1274912 544685 730227 16147748 14110024 1961108 76616 687117 538339 148004 774 1545286 1310873 230377 4036 1535498 1322275 203458 9765 81618 601 81017 49668 14833 34835 1298584 952676 345908 83337 12400 70937 13182780 13008719 170808 3253 563697 277766 271026 14905 1629276 1389158 231433 8685 347853 345292 2561 18032 5743 12120 169 252411 185904 66507 1114613 941823 172790 405463 402361 2251 851 Miscellaneous 53403 48925 4253 225 Dues 27775 5353 22018 404 Bad Debt Expense -196683 -196683 0 0 46139516 41258195 4761638 119683 6045846 13254316 10374853 10007222 1213746 1224008 856659 963138 764709 584559 31467554 17739818 14217002 13727736 50 50 4284871 4049557 37757736 43810586 21649087 33054201 1188380 1379702 7221835 5801310 30059302 40235213 X 4433132 780935 3265302 2794438 7698434 3575373 37757736 43810586 -4123061 0 X 0 1 X 1 1 1 X 9059325 8871787 6833927 5525992 10897095 41188126 38765979 37423656 40489880 41905140 30995361 189580016 47825304 46295443 47323807 47431132 41892456 230768142 0 0 0 230768142 38165 52560 51258 58760 47865 248608 38165 52560 51258 58760 47865 248608 297711 145635 76134 519480 47863469 46348003 47672776 47635527 42016455 231536230 0.99670 0.99680 0.00110 0.00120 X Schedule A, Part III, Line 12, Explanation of Other Income: SALE OF ASSETS INSURANCE SETTLEMENT/PREMIUM REFUNDED OTHER RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 62282 62282 48528 15820 2066 62282 164528 116000 48528 153554 12510 1536 164528 1259216 1259216 21635608 10879567 10756041 2211670 2028118 183552 6361060 4832133 1528927 13727736 Interest in assets of Milwaukee Center for Independence Foundation, Inc. 2669855 Consumer Representative Payee Funds 1379702 4049557 X Part IV, Line 2b: The organization receives funds from certain government agencies as reimbursement for the payroll of home care workers who provide services to clients of the granting agency. The funds received from these agencies are not considered the organization's assets, however they are deposited in the organization's bank accounts until disbursed. The organization also receives consumer representative payee funds that are disbursed as needed to pay for the personal living expenses of the respective consumers. Part V, Line 4: The organization intends to use the endowment funds to support the operations of its behavioral health program. The balance of the endowment was transferred to MCFI Foundation. It will be tracked and accounted for under the MCFI Foundation's Board of Directors. Part X, Line 2: CFI and its related corporations are nonprofit corporations as defined in Section 501(c)(3) of the Internal Revenue Code (the Code) and are exempt from federal and state income taxes on related income pursuant to Section 501(a) of the Code as other than a private foundation. Part XI, Line 4b - Other Adjustments: Gain on asset disposal Miscellaneous payments received Part XII, Line 2d - Other Adjustments: Gain on asset disposal 1 Milwaukee Center For Independence Foundation 2020 W Wells St Milwaukee WI 53233 472334925 501(c)(3) 6000000 Support agency Foundation 1 0 Allowances for personal living expenses 108 37016 Book value Medical assistance paid to specific individuals 6 111 Book value Part I, Line 2: The organization periodically provides operating support to its related organizations and generally does not provide grants and other assistance to individuals or unrelated organizations that necessitates monitoring the use of funds after they are disbursed. The organization does provide specific services to individuals under programs funded by government grants and other contributions. These services are generally provided as part of the organization's regular operations as planned activities and events that are supervised by the organization's management and other personnel. If programs are funded by government grants, the organization's program managers review the related expense to ensure the individuals are eligible to receive the assistance and the costs are allowed by the applicable provisions of law, regulations, contracts, and grant agreements. X X X X X 0 1 0 0 0 0 0 0 0 Teri Zywicki President/CEO 388911 0 0 0 4524 0 41171 0 7397 0 442003 0 0 0 Bridget Fassett Treasurer 223169 0 0 0 1069 0 15601 0 0 0 239839 0 0 0 Dennise Lavrenz Sr VP Clinical 194055 0 0 0 1720 0 13563 0 0 0 209338 0 0 0 Heidi Chada VP Commercial & Employment 169466 0 0 0 536 0 10571 0 25235 0 205808 0 0 0 Denise Banks VP Human Resources 172631 0 0 0 814 0 1748 0 7397 0 182590 0 0 0 John Chianelli VP Whole Health Clinical G 163767 0 0 0 1385 0 9499 0 3995 0 178646 0 0 0 Katherine Kasabuske VP Home & Community Services 143219 0 0 0 289 0 9006 0 11735 0 164249 0 0 0 Michelle Kutcher Managing Pharmicist 125689 0 0 0 375 0 9269 0 24737 0 160070 0 0 0 Margaret Fischbach Secretary 135545 0 0 0 1200 0 9829 0 8771 0 155345 0 0 0 Pamela Latherow Chief Information Officer 131549 0 0 0 372 0 5484 0 14646 0 152051 0 0 0 Dr Howard Garber Phd Former President/CEO 7767 0 0 0 68270 0 0 0 0 0 76037 0 0 0 Part I, Line 3 CFI periodically hires an independent consulting firm to perform a study of the compensation of the President and certain other employees based on their job descriptions. The consulting firm conducts market research and determines a fair compensation range for each individual based on a competitive peer group. In between these periodic independent studies, the VP Human Resources determines appropriate compensation ranges for the President and certain other employees by reviewing the Form 990 of similar organizations and other market data. As reports are completed, the President's compensation range is presented to, discussed with, and approved by the executive committee of the governing body. Part I, Line 4b Dr. Howard Garber participates in a supplemental non-qualified retirement plan. Dr. Howard Garber received a payment of $68,270 from the plan in 2020. No contributions were made to the plan in 2020. Teri Zywicki participates in a supplemental non-qualified retirement plan. Contributions of $19,500 were made to the plan in 2020. X 2 108622 FMV per grant agreement X 44 198010 estimated FMV from donor X Radio Advertisement 1 12350 estimated FMV from d X Roof replacement 1 12135 estimated FMV from d X Furniture and equipment 2 5400 estimated FMV from d X Medical supplies 2 3300 estimated FMV from d 0 1 0 Form 990, Part VI, Section A, line 6 MCFI has a single class of members, and the sole member is CFI. Form 990, Part VI, Section A, line 7a CFI has the power to elect the Board of Directors of MCFI. Form 990, Part VI, Section A, line 7b CFI, the sole member, has the power to (a) adopt and amend the Articles of Incorporation, (b) adopt and approve the Bylaws, and any amendments, modifications, or restatements thereto, (c) adopt and approve the mission, purpose, or scope of the corporation, or a material change of the location, size, or scope of its services, programs, operations, educational affiliations, or related agreements, (d) approve the sale, lease, purchase, creation, dissolution, conveyance, disposal, mortgage, or grant of a security interest of or in any affiliated, controlled, or joint venture entity, any real or personal property or other assets (or any interest in any of the foregoing), or the incurrence of debt for money borrowed or the guaranty of the debt of another, in each case above, other than in the ordinary course of business, (e) approve the merger, consolidation, acquisition, liquidation, or dissolution of the corporation, or the sale of all or substantially all of the assets of the corporation, (f) ratify the appointment and removal of the officers of the corporation, (g) approve annual operating or capital budgets, strategic and long-range plans, major fund-raising programs, or other agreements, and other financial commitments and any material deviations from such budgets, plans, agreements, or commitments, and (h) approve financial, accounting, human resource, employee benefit, and other policies and procedures, and the appointment or engagement of all auditors, legal counsel, and consultants. Form 990, Part VI, Section B, line 11b MCFI is an affiliate of CFI, which assists in managing the organization. CFI Finance management and staff completed the Form 990 and related schedules. Following completion, the Form 990 and related schedules were reviewed by the President and CFO. The draft was also reviewed by the Chairman of the CFI Audit Committee prior to submission to the IRS. A copy of the Form 990 was made available to the CFI Board of Directors and Finance Committee prior to submission to 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 signed statements are kept on file by CFI's Executive Office Manager. CFI's management makes determinations of whether a conflict exists and the members of the governing body review actual conflicts. Any person with a conflict is prohibited from participating in the governing body's deliberations and decisions on the transaction. Form 990, Part VI, Section B, line 15 CFI periodically hires an independent consulting firm to perform a study of the compensation of the President and certain other employees based on their job descriptions. The consulting firm conducts market research and determines a fair compensation range for each individual based on a competitive peer group. In between these periodic independent studies, the VP of Human Resources reviews market comparisons of similar organizations. The reports are available to the Executive Committee of the governing board. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. School for Early Development & Achievement Inc 2020 W Wells St Milwaukee WI 532332720 392020392 Education WI 501(c)(3) line 2 MCFI 1 Centers for Independence Inc 2020 W Wells St Milwaukee WI 532332720 391753381 Support WI 501(c)(3) line 12c N/A 0 MCFI Home Care LLC 2020 W Wells St Milwaukee WI 532332720 463893976 Home Care WI 501(c)(3) line 10 CFI 0 ILife LLC 2020 W Wells St Milwaukee WI 532332720 464245256 Long-term care supports WI 501(c)(3) line 10 CFI 0 New Health Services Inc 2020 W Wells St Milwaukee WI 532332720 464326394 Home Care WI 501(c)(3) line 10 CFI 0 Milwaukee Center for Independence Foundation Inc 2020 W Wells St Milwaukee WI 532332720 472334925 Support WI 501(c)(3) line 7 CFI 0 First Person Care Consultants LLC 2020 W Wells St Milwaukee WI 532332720 464525845 Long-term care consulting WI 501(c)(3) line 10 CFI 0 Highland Commons LLC 135 S 84th St Ste 100 Milwaukee WI 532141477 274279974 Housing WI MCFI Related 0 0 0.00010 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 1