2020-07-27T09:01:34-05:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2019-01-01 391017822 META HOUSE INC META 4149621200 2625 NORTH WEIL STREET MILWAUKEE WI 53212 CHAD SWALHEIM BOARD CHAIR 4149621200 2020-07-15 1 KIMBERLY ANDERSON P00188889 6086628600 2020-07-15 69.128.51.26 2020-07-15 13:20:04 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CEFA0F9DB552DFE24EA3F1090B5FE1E9F1F35B95 2019 2020-11-06 18:47:13Z VALERIE VIDAL 2625 NORTH WEIL STREET MILWAUKEE WI 53212 7126843 0 X WWW.METAHOUSE.ORG X 1962 WI META HOUSE ENDS THE GENERATIONAL CYCLE OF ADDICTION BY HEALING WOMEN AND STRENGTHENING FAMILIES. 15 15 140 180 0 0 6050895 6560283 151153 146471 43922 65837 46446 90272 6292416 6862863 0 0 0 0 4443195 4796005 0 0 429046 1806210 1938763 6249405 6734768 43011 128095 5018308 5253459 982455 984444 4035853 4269015 META HOUSE ENDS THE GENERATIONAL CYCLE OF ADDICTION BY HEALING WOMEN AND STRENGTHENING FAMILIES. 0 0 3337583 402 RESIDENTIAL TREATMENT PROGRAM - META HOUSE OPERATES RESIDENTIAL FACILITIES WITH 43 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. 1915449 146069 OUTPATIENT TREATMENT 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. 314875 74173 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. 5567907 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 13 0 1 140 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X VALERIE VIDAL 4149621200 2625 NORTH WEIL STREET MILWAUKEE WI 53212 PAT SWEENEY BOARD MEMBER 1.00 X 0 0 0 MOLLY SCHWEIGER EX-OFFICIO 1.00 X 0 0 0 AMY BARNES BOARD MEMBER 1.00 X 0 0 0 CRAIG CERBINS BOARD MEMBER 1.00 X 0 0 0 LEAH WYANT SECRETARY 1.00 X X 0 0 0 CHAD P SWALHEIM CHAIR 2.00 X X 0 0 0 JOHN RICHTER BOARD MEMBER 1.00 X 0 0 0 JILL HAMMILL SOPHA AT-LARGE 1.00 X 0 0 0 TERRENCE GORDON BOARD MEMBER 1.00 X 0 0 0 CJ NEVILLE CHAIR-ELECT/TREASURER 1.00 X X 0 0 0 CHRISTINE CULVER AT-LARGE 1.00 X 0 0 0 ABIOLA KELLER BOARD MEMBER 1.00 X 0 0 0 LISA PENDERGAST BOARD MEMBER 1.00 X 0 0 0 CINDY BACSKAI BOARD MEMBER 1.00 X 0 0 0 MARGARET KURLINSKI BOARD MEMBER 1.00 X 0 0 0 VALERIE VIDAL PRESIDENT/CEO 40.00 X 151134 0 0 WILLIAM GOLLMAR VICE PRESIDENT OF OPERATIONS 40.00 X 103960 0 12560 CHRISTINE ULLSTRUP VICE PRESIDENT OF CLINICAL SERVICES 40.00 X 101180 0 11868 356274 0 24428 3 0 1 0 0 222285 4927855 1410143 42109 6560283 OUTPATIENT REVENUE 623990 146069 146069 PRIVATE PAY 623990 402 402 146471 18371 18371 74173 0 74173 74173 74173 311446 263191 789 48255 -789 47466 47466 OTHER REVENUE 623990 16099 16099 16099 6862863 220644 0 81936 151134 60454 90680 3767587 3163504 343243 260840 571475 496562 46023 28890 305809 254919 31497 19393 4384 4384 102391 102391 178733 177538 839 356 3777 3777 74146 63636 3243 7267 451370 417675 21928 11767 6083 5078 735 270 67126 65369 1698 59 9305 7904 899 502 247556 230393 10997 6166 61187 53362 4775 3050 EVALUATION AND RESEARCH 221553 221553 EQUIPMENT 181797 112301 61495 8001 FOOD AND BEVERAGE 146312 145460 828 24 SPECIFIED ASSISTANCE 92110 92110 90933 89 12160 78684 6734768 5567907 737815 429046 589655 719287 147296 82634 440365 403398 242944 311399 72201 42439 6518360 3843702 2681422 2674658 744066 922172 100359 97472 5018308 5253459 311992 410467 15000 10000 619659 531255 35804 32722 982455 984444 X 3718517 4012319 317336 256696 4035853 4269015 5018308 5253459 128095 105067 0 X 1 X 1 X 1 1 1 X 6188606 4785005 4850290 6050895 6560283 28435079 6188606 4785005 4850290 6050895 6560283 28435079 168816 28266263 63475 68478 45259 56591 92544 326347 31845 139009 105295 5549 16099 297797 29059223 0.97270 0.97310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60568 60568 5883411 3362400 2521011 240392 226518 13874 233481 203742 29739 100508 51042 49466 2674658 FIXED INCOME MUTUAL FUNDS 345239 C EQUITY MUTUAL FUNDS 576933 C 922172 DEFERRED COMPENSATION AGREEMENT 32722 32722 X 6980510 105067 12580 117647 6862863 0 6862863 6747348 12580 12580 6734768 0 6734768 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. X X X 0 0 0 0 0 0 0 0 0 VALERIE VIDAL PRESIDENT/CEO 151134 0 0 0 0 0 0 0 0 0 151134 0 0 0 X 29718 FMV X 35 11179 FMV X GIFT CARDS/GIFTED TICKETS 9 1212 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS WAS REPORTED USING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS/TRUSTEES, AND KEY EMPLOYEES ANNUALLY COMPLETE AND SIGN A FORM DISCLOSING ANY INTEREST THAT COULD RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CHAIR LED THE ANNUAL PRESIDENT/CEO PERFORMANCE EVALUATION PROCESS WITH ACTIVE AND ITERATIVE BOARD OF DIRECTOR INVOLVEMENT AND FINAL APPROVAL. THE PERFORMANCE REVIEW FRAMEWORK COVERED SEVERAL RESULT/COMPETENCY AREAS, INCLUDING OVERALL ACCOMPLISHMENTS (INFORMED BY META HOUSE PERFORMANCE DASHBOARD), THOUGHT LEADERSHIP, PEOPLE LEADERSHIP, RESULTS LEADERSHIP AND PERSONAL LEADERSHIP. 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. 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 1628477 META HOUSING INC