INDEPENDENCE FIRST INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENCE FIRST INC (EIN 39-1343425)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-12
- IRS object ID
- 202041339349302474
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-12T13:49:18-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PLACE SUITE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537133074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391343425 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENCEFIRST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDE | BusinessNameControlTxt |
| Phone | 4142917520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 S 1ST ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532041605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA BOUCHER | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4142917520 | PhoneNum |
| Signature | 2020-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNY TARKOWSKI CPA | PreparerPersonNm |
| PTIN | P00634290 | PTIN |
| Phone | 6082747020 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.222.124.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-12 | IPDt |
| IP Tm | 13:49:08 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BAF93092400A7665F4A65B16EBECF5E5B591AC5F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BB9037E3AA85FAE4E129294E83CD7747F0718998 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARCIA BOUCHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 S 1ST ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532041605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,721,713 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INDEPENDENCEFIRST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | INDEPENDENCEFIRST 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. INDEPENDENCEFIRST PROMOTES DIVERSITY AND MULTICULTURAL PARTICIPATION IN ITS OPERATIONS AND SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 1729 | TotalEmployeeCnt |
| Total Volunteers | 78 | TotalVolunteersCnt |
| Total Gross UBI | -$92,354 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,875,545 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,985,054 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,400,861 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,486,186 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,198 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,149 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$15,931 | PYOtherRevenueAmt |
| CY Other Revenue | -$119,129 | CYOtherRevenueAmt |
| PY Total Revenue | $29,267,673 | PYTotalRevenueAmt |
| CY Total Revenue | $30,373,260 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $304,750 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $203,069 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,083,749 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,098,496 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $397,173 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,724,962 | PYOtherExpensesAmt |
| CY Other Expenses | $2,466,800 | CYOtherExpensesAmt |
| PY Total Expenses | $30,113,461 | PYTotalExpensesAmt |
| CY Total Expenses | $28,768,365 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$845,788 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,604,895 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,872,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,757,946 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,874,643 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,039,339 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $997,894 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,718,607 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INDEPENDENCEFIRST 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. INDEPENDENCEFIRST PROMOTES DIVERSITY AND MULTICULTURAL PARTICIPATION IN ITS OPERATIONS AND SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,580,640 | ExpenseAmt |
| Grant | $179,820 | GrantAmt |
| Revenue | $26,040,890 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,372,848 | ExpenseAmt |
| Grant | $18,914 | GrantAmt |
| Revenue | $219,558 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $283,040 | ExpenseAmt |
| Grant | $1,439 | GrantAmt |
| Revenue | $166,169 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $905,588 | ExpenseAmt |
| Grant | $2,897 | GrantAmt |
| Revenue | $70,482 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $905,588 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,897 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $70,482 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $25,142,116 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1729 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY HUOT | PersonNm |
| Phone | 4142917520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 S 1ST ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532041605 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MIKE LIPSCOMB | ||||||||
| CHAIR | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SCOTT LUBER | ||||||||
| VICE CHAIR | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CATHERINE BULGRIN | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TOM RAVE | ||||||||
| TREASURER | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN LAUBER | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILLIE TORRENTT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSE WAUKAU | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE CARROLL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM CROWLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES GUCKENBERG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY HAUGSLAND | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN HUNT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RON JODAT | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM MARGGRAF | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON OSTROWSKI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ETHIEL ANTONIO VEGA-PADILLA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIFFANY WYNN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCIA BOUCHER | ||||||||
| PRESIDENT/CEO | 40.00 | 3.00 | Yes (X) | $163,831 | $0 | $10,833 | ||
| WENDY HUOT | ||||||||
| DIRECTOR OF BUSINESS SERVICES | 40.00 | 3.00 | Yes (X) | $142,526 | $0 | $38,242 | ||
| TRACY THOMAS | ||||||||
| CONTROLLER | 40.00 | 3.00 | $115,533 | $0 | $19,445 | Yes (X) | ||
| DEB LANGHAM | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | 3.00 | $181,423 | $0 | $12,711 | Yes (X) | ||
| KATHLEEN MEISNER | ||||||||
| DIRECTOR OF INDEPENDENT LIVING SERVICES | 40.00 | 3.00 | $103,561 | $0 | $17,784 | Yes (X) | ||
| JACOB NOWAK | ||||||||
| INFORMATION TECHNOLOGY DIRECTOR/FACILITIES MANAGER | 40.00 | 3.00 | $101,855 | $0 | $9,971 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $808,729 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $108,986 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $84,313 | FederatedCampaignsAmt |
| Fundraising | $63,403 | FundraisingAmt |
| Related Organizations | $3,021,326 | RelatedOrganizationsAmt |
| Government Grants | $687,242 | GovernmentGrantsAmt |
| All Other Contributions | $128,770 | AllOtherContributionsAmt |
| Total Contributions | $3,985,054 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PERSONAL ASSISTANCE SERVICES | 624120 | $26,040,890 | $26,040,890 |
| INDEPENDENT LIVING SERVICES | 624120 | $219,558 | $219,558 |
| ASSISTIVE TECHNOLOGY | 624120 | $166,169 | $166,169 |
| ENTREPRENEURIAL VENTURES | 624120 | $18,216 | $18,216 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,353 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,353 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,486,186 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,149 | TotalRevenueColumnAmt |
| Exclusion | $21,149 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $185,240 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $289,846 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$104,606 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$104,606 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$104,606 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $16,056 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $63,403 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $53,744 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,688 | TotalRevenueColumnAmt |
| Exclusion | -$37,688 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $15,776 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,863 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,913 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,913 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTING SERVICES | Desc |
| Business | 541200 | BusinessCd |
| Total Revenue Column | $12,252 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $12,252 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,252 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,373,260 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,497,099 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$92,354 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$16,539 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,069 | TotalAmt |
| Program Services | $203,069 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,107 | TotalAmt |
| Management And General | $339,107 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,931,101 | TotalAmt |
| Program Services | $20,130,268 | ProgramServicesAmt |
| Management And General | $1,505,897 | ManagementAndGeneralAmt |
| Fundraising | $294,936 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,449 | TotalAmt |
| Program Services | $291,278 | ProgramServicesAmt |
| Management And General | $20,915 | ManagementAndGeneralAmt |
| Fundraising | $4,256 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,596,030 | TotalAmt |
| Program Services | $1,466,236 | ProgramServicesAmt |
| Management And General | $108,209 | ManagementAndGeneralAmt |
| Fundraising | $21,585 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,915,809 | TotalAmt |
| Program Services | $1,730,933 | ProgramServicesAmt |
| Management And General | $159,530 | ManagementAndGeneralAmt |
| Fundraising | $25,346 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,979 | TotalAmt |
| Management And General | $30,979 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,800 | TotalAmt |
| Management And General | $44,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,410 | TotalAmt |
| Program Services | $47,413 | ProgramServicesAmt |
| Management And General | $289,997 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,458 | TotalAmt |
| Management And General | $177,699 | ManagementAndGeneralAmt |
| Fundraising | $3,759 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,212 | TotalAmt |
| Program Services | $294,460 | ProgramServicesAmt |
| Management And General | $26,483 | ManagementAndGeneralAmt |
| Fundraising | $4,269 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,472 | TotalAmt |
| Program Services | $82,775 | ProgramServicesAmt |
| Management And General | $15,156 | ManagementAndGeneralAmt |
| Fundraising | $9,541 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,522 | TotalAmt |
| Program Services | $324,113 | ProgramServicesAmt |
| Management And General | $272,030 | ManagementAndGeneralAmt |
| Fundraising | $9,379 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,101 | TotalAmt |
| Program Services | $81,406 | ProgramServicesAmt |
| Management And General | $7,476 | ManagementAndGeneralAmt |
| Fundraising | $1,219 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,524 | TotalAmt |
| Program Services | $42,525 | ProgramServicesAmt |
| Management And General | $2,806 | ManagementAndGeneralAmt |
| Fundraising | $193 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,160 | TotalAmt |
| Program Services | $11,160 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,934 | TotalAmt |
| Program Services | $131,212 | ProgramServicesAmt |
| Management And General | $161,945 | ManagementAndGeneralAmt |
| Fundraising | $3,777 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,392 | TotalAmt |
| Program Services | $126,294 | ProgramServicesAmt |
| Management And General | $25,172 | ManagementAndGeneralAmt |
| Fundraising | $16,926 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOKS AND SUBSCRIPTIONS | $118,773 | $107,311 | $9,871 | $1,591 |
| LICENSES AND FEES | $63,790 | $43,642 | $20,148 | $0 |
| MEMBERSHIP DUES | $29,896 | $27,010 | $2,490 | $396 |
| BAD DEBT EXPENSE | $8,366 | $8,366 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,011 | TotalAmt |
| Program Services | $1,011 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,768,365 | TotalAmt |
| Program Services | $25,142,116 | ProgramServicesAmt |
| Management And General | $3,229,076 | ManagementAndGeneralAmt |
| Fundraising | $397,173 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $672,680 | BOYAmt |
| EOY | $1,068,039 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $828,316 | BOYAmt |
| EOY | $828,316 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $46,583 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,585,149 | BOYAmt |
| EOY | $2,115,603 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,560 | BOYAmt |
| EOY | $7,674 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,930 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,130 | BOYAmt |
| EOY | $58,384 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,948,586 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,849,096 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,516,307 | BOYAmt |
| EOY | $6,099,490 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,470 | BOYAmt |
| EOY | $98,876 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,995 | BOYAmt |
| EOY | $434,981 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,872,537 | BOYAmt |
| EOY | $10,757,946 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,771,385 | BOYAmt |
| EOY | $1,791,444 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,411 | BOYAmt |
| EOY | $36,750 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,782 | BOYAmt |
| EOY | $183,085 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,624,288 | BOYAmt |
| EOY | $3,741,541 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,777 | BOYAmt |
| EOY | $286,519 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,874,643 | BOYAmt |
| EOY | $6,039,339 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $905,860 | BOYAmt |
| EOY | $4,677,114 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,034 | BOYAmt |
| EOY | $41,493 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $997,894 | BOYAmt |
| EOY | $4,718,607 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,872,537 | BOYAmt |
| EOY | $10,757,946 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,604,895 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,115,818 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $954,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,043,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,056,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,875,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,985,054 | CurrentTaxYearAmt |
| Total | $9,916,148 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,227,807 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,211,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,183,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,761,147 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,501,962 | CurrentTaxYearAmt |
| Total | $141,885,420 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,785 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,613 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,877 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,056 | CurrentTaxYearAmt |
| Total | $43,321 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,185,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,257,793 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,246,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,651,569 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,503,072 | CurrentTaxYearAmt |
| Total | $151,844,889 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $151,844,889 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $234,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $177,418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,389 | CurrentTaxYearAmt |
| Total | $974,833 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $234,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $177,418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,389 | CurrentTaxYearAmt |
| Total | $974,833 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,419,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,440,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,421,031 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,828,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,709,461 | CurrentTaxYearAmt |
| Total | $152,819,722 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99360 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99280 | PublicSupportPY509Pct |
| Investment Income CY | 0.00640 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00660 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,218,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,218,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,391,353 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,877,760 | DepreciationAmt |
| Book Value | $4,513,593 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,684 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,329 | DepreciationAmt |
| Book Value | $4,355 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,080,489 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,795,685 | DepreciationAmt |
| Book Value | $284,804 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $251,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $172,322 | DepreciationAmt |
| Book Value | $78,738 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,099,490 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ESTIMATED THIRD-PARTY PAS PAYER SETTLEMENTS | $192,642 |
| DEFERRED COMPENSATION OBLIGATION | $93,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $286,519 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STRIDE & GLIDE | Event1Nm |
| Gross Receipts Event1 | $25,432 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $22,876 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,556 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $294 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $19,516 | OtherDirectExpensesEvent1Amt |
| Event2 | EMPOWER LUNCH | Event2Nm |
| Gross Receipts Event2 | $54,027 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $40,527 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,500 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,587 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $8,653 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $6,250 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $17,444 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $79,459 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $63,403 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,056 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,587 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $8,947 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,250 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $36,960 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,744 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$37,688 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENCEFIRST FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 S 1ST ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532041605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 462941274 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $203,069 | CashGrantAmt |
| Purpose Of Grant | BUILDING RESERVE FUND AND GENERAL GRANTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INDEPENDENCEFIRST, INC. MAINTAINS THE RECORDS OF INDEPENDENCEFIRST FOUNDATION, INC. AND MONITORS THE USE OF FUNDS PROVIDED. INDEPENDENCEFIRST, INC. AND INDEPENDENCEFIRST FOUNDATION, INC. ALSO SHARE COMMON DIRECTORS AND OFFICERS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARCIA BOUCHER | ||||||||||||||
| PRESIDENT/CEO | $163,831 | $0 | $0 | $0 | $0 | $0 | $2,498 | $0 | $8,335 | $0 | $174,664 | $0 | $0 | $0 |
| WENDY HUOT | ||||||||||||||
| DIRECTOR OF BUSINESS SERVICES | $142,526 | $0 | $0 | $0 | $0 | $0 | $3,442 | $0 | $34,800 | $0 | $180,768 | $0 | $0 | $0 |
| DEB LANGHAM | ||||||||||||||
| CHIEF OPERATING OFFICER | $181,423 | $0 | $0 | $0 | $0 | $0 | $3,933 | $0 | $8,778 | $0 | $194,134 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: | LOSS ON INTEREST RATE SWAP INSTRUMENT -19,014. LOSS ON DISPOSAL OF PROPERTY -17,168. FORGIVENESS OF DEBT 2,100,000. RECOVERY OF BAD DEBT 52,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENCEFIRST FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 S 1ST ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532041605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462941274 | EIN |
| Primary Activities | SUPPORT INDEPENDENCEFIRST, INC. | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENCEFIRST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| INDEPENDENCEFIRST FOUNDATION INC | ||
| B | $203,069 | FACE AMOUNT |
| INDEPENDENCEFIRST FOUNDATION INC | ||
| C | $3,020,782 | FACE AMOUNT |
| INDEPENDENCEFIRST FOUNDATION INC | ||
| Q | $171,033 | ACTUAL COST |
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