2020-05-12T13:49:18-05:00 2019-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2019-01-01 391343425 INDEPENDENCEFIRST INC INDE 4142917520 540 S 1ST ST MILWAUKEE WI 532041605 MARCIA BOUCHER PRESIDENT/CEO 4142917520 2020-05-12 1 JENNY TARKOWSKI CPA P00634290 6082747020 66.222.124.178 2020-05-12 13:49:08 CD P BAF93092400A7665F4A65B16EBECF5E5B591AC5F BB9037E3AA85FAE4E129294E83CD7747F0718998 2019 2020-11-19 02:30:22Z MARCIA BOUCHER 540 S 1ST ST MILWAUKEE WI 532041605 30721713 0 X WWW.INDEPENDENCEFIRST.ORG X 1979 WI 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. 17 17 1729 78 -92354 0 1875545 3985054 27400861 26486186 7198 21149 -15931 -119129 29267673 30373260 304750 203069 0 0 27083749 26098496 0 0 397173 2724962 2466800 30113461 28768365 -845788 1604895 10872537 10757946 9874643 6039339 997894 4718607 X 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. 0 0 22580640 179820 26040890 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. 1372848 18914 219558 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. 283040 1439 166169 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. 905588 2897 70482 905588 2897 70482 25142116 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 40 0 1729 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 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 MIKE LIPSCOMB CHAIR 3.00 1.00 X X 0 0 0 SCOTT LUBER VICE CHAIR 3.00 1.00 X X 0 0 0 CATHERINE BULGRIN SECRETARY 3.00 X X 0 0 0 TOM RAVE TREASURER 3.00 1.00 X X 0 0 0 JOHN LAUBER DIRECTOR 1.00 1.00 X 0 0 0 BILLIE TORRENTT DIRECTOR 1.00 X 0 0 0 JESSE WAUKAU DIRECTOR 1.00 1.00 X 0 0 0 ANNE CARROLL 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 JUDY HAUGSLAND DIRECTOR 1.00 1.00 X 0 0 0 KAREN HUNT DIRECTOR 1.00 X 0 0 0 RON JODAT DIRECTOR 1.00 1.00 X 0 0 0 KIM MARGGRAF DIRECTOR 1.00 X 0 0 0 JASON OSTROWSKI DIRECTOR 1.00 X 0 0 0 ETHIEL ANTONIO VEGA-PADILLA 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 163831 0 10833 WENDY HUOT DIRECTOR OF BUSINESS SERVICES 40.00 3.00 X 142526 0 38242 TRACY THOMAS CONTROLLER 40.00 3.00 X 115533 0 19445 DEB LANGHAM CHIEF OPERATING OFFICER 40.00 3.00 X 181423 0 12711 KATHLEEN MEISNER DIRECTOR OF INDEPENDENT LIVING SERVICES 40.00 3.00 X 103561 0 17784 JACOB NOWAK INFORMATION TECHNOLOGY DIRECTOR/FACILITIES MANAGER 40.00 3.00 X 101855 0 9971 808729 0 108986 6 0 1 0 0 84313 63403 3021326 687242 128770 3985054 PERSONAL ASSISTANCE SERVICES 624120 26040890 26040890 INDEPENDENT LIVING SERVICES 624120 219558 219558 ASSISTIVE TECHNOLOGY 624120 166169 166169 ENTREPRENEURIAL VENTURES 624120 18216 18216 41353 41353 26486186 21149 21149 185240 289846 -104606 -104606 -104606 16056 63403 53744 -37688 -37688 15776 4863 10913 10913 ACCOUNTING SERVICES 541200 12252 12252 12252 30373260 26497099 -92354 -16539 203069 203069 339107 339107 21931101 20130268 1505897 294936 316449 291278 20915 4256 1596030 1466236 108209 21585 1915809 1730933 159530 25346 30979 30979 44800 44800 337410 47413 289997 181458 177699 3759 325212 294460 26483 4269 107472 82775 15156 9541 605522 324113 272030 9379 90101 81406 7476 1219 45524 42525 2806 193 11160 11160 296934 131212 161945 3777 168392 126294 25172 16926 BOOKS AND SUBSCRIPTIONS 118773 107311 9871 1591 LICENSES AND FEES 63790 43642 20148 0 MEMBERSHIP DUES 29896 27010 2490 396 BAD DEBT EXPENSE 8366 8366 1011 1011 28768365 25142116 3229076 397173 672680 1068039 828316 828316 46583 2585149 2115603 4560 7674 17930 0 120130 58384 9948586 3849096 6516307 6099490 29470 98876 97995 434981 10872537 10757946 1771385 1791444 40411 36750 156782 183085 7624288 3741541 281777 286519 9874643 6039339 X 905860 4677114 92034 41493 997894 4718607 10872537 10757946 X 1604895 2115818 X 0 1 X 1 0 X 954665 1043972 2056912 1875545 3985054 9916148 30227807 29211036 28183468 27761147 26501962 141885420 2990 2785 6613 14877 16056 43321 31185462 30257793 30246993 29651569 30503072 151844889 0 0 0 151844889 234074 182914 174038 177418 206389 974833 234074 182914 174038 177418 206389 974833 31419536 30440707 30421031 29828987 30709461 152819722 0.99360 0.99280 0.00640 0.00660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1218000 1218000 6391353 1877760 4513593 7684 3329 4355 2080489 1795685 284804 251060 172322 78738 6099490 ESTIMATED THIRD-PARTY PAS PAYER SETTLEMENTS 192642 DEFERRED COMPENSATION OBLIGATION 93877 286519 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. STRIDE & GLIDE 25432 22876 2556 294 19516 EMPOWER LUNCH 54027 40527 13500 1587 8653 6250 17444 79459 63403 16056 1587 8947 6250 36960 53744 -37688 1 INDEPENDENCEFIRST FOUNDATION INC 540 S 1ST ST MILWAUKEE WI 532041605 462941274 501(C)(3) 203069 BUILDING RESERVE FUND AND GENERAL GRANTS 1 PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 MARCIA BOUCHER PRESIDENT/CEO 163831 0 0 0 0 0 2498 0 8335 0 174664 0 0 0 WENDY HUOT DIRECTOR OF BUSINESS SERVICES 142526 0 0 0 0 0 3442 0 34800 0 180768 0 0 0 DEB LANGHAM CHIEF OPERATING OFFICER 181423 0 0 0 0 0 3933 0 8778 0 194134 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: 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. INDEPENDENCEFIRST FOUNDATION INC 540 S 1ST ST MILWAUKEE WI 532041605 462941274 SUPPORT INDEPENDENCEFIRST, INC. WI 501(C)(3) LINE 12A, I INDEPENDENCEFIRST INC 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 INDEPENDENCEFIRST FOUNDATION INC B 203069 FACE AMOUNT INDEPENDENCEFIRST FOUNDATION INC C 3020782 FACE AMOUNT INDEPENDENCEFIRST FOUNDATION INC Q 171033 ACTUAL COST