2019-11-15T13:31:30-06:00 2018-12-31 390912608 HAWKINS ASH CPAS LLP ONE EAST WALDO BOULEVARD SUITE 5 MANITOWOC WI 542202912 990 2018-01-01 391086966 INDIANHEAD COMMUNITY ACTION AGENCY INC INDI 7155324222 1000 WEST COLLEGE AVENUE LADYSMITH WI 54848 JENNIFER SHEARER CHIEF EXECUTIVE OFFICER 7155324222 2019-11-14 1 RANDALL L MILLER P00038964 9206847128 192.55.242.200 2019-11-15 13:24:06 CS P 377D763014E352B107835AEFA6100F4621694339 65EFCDE8B311C332682DF9ABF2317EDE8F4291F2 2018 2020-03-31 21:24:44Z JENNIFER SHEARER 1000 WEST COLLEGE AVENUE LADYSMITH WI 54848 10057181 0 X WWW.INDIANHEADCAA.ORG X 1966 WI THE MISSION OF INDIANHEAD COMMUNITY ACTION AGENCY, INCORPORATED IS TO ASSIST INDIVIDUALS IN ACHIEVING SELF-SUFFICIENCY BY PROVIDING THE RESOURCES, EDUCATION AND SERVICES NECESSARY TO DEVELOP HEALTHY FAMILIES, SUSTAINABLE COMMUNITIES AND STRONG LOCAL BUSINESSES. 20 20 202 620 0 0 10976036 8959101 1285580 900339 38509 -193702 0 89244 12300125 9754982 209749 177235 0 0 6130063 5000306 0 0 0 6629982 5611495 12969794 10789036 -669669 -1034054 11653705 10276487 4671069 4327905 6982636 5948582 X TO ASSIST INDIVIDUALS TO ACHIEVE SELF-SUFFICIENCY BY PROVIDING RESOURCES, EDUCATION & SERVICES. 0 1 3687773 EDUCATION PROGRAMS: HEAD START IS A COMPREHENSIVE CHILD DEVELOPMENT PROGRAM THAT SERVES CHILDREN FROM LOW-INCOME FAMILIES, AGES 3-5, INCLUDING CHILDEN WITH DISABILITIES. CHILDREN WHO ATTEND HEAD START PARTICIPATE IN A VARIETY OF EDUCATIONAL ACTIVITIES DESIGNED TO FOSTER LEARNING, AND SOCIAL/EMOTIONAL AND PHYSICAL DEVELOPMENT. THE CLASSROOMS ARE EQUIPPED FOR "HANDS ON" LEARNING AND TEACHERS FOLLOW AN AGE APPROPRIATE CURRICULUM. NUTRITION AND HEALTH ARE ALSO AN IMPORTANT PART OF THE HEAD START EXPERIENCE.EARLY HEAD START CHILD CARE PARTNERSHIP PROGRAMS PROVIDE A COMPREHENSIVE EDUCATIONAL PROGRAM FOR CHILDREN BIRTH TO AGE 3. THE EARLY HEAD START PROGRAM DEVELOPS PARTNERSHIPS WITH CHILD CARE CENTERS TO ENHANCE THE QUALITY AND EDUCATION CONTENT FOR CHILDREN RECEIVING CHILD CARE SERVICES. PARENTS DEVELOP POSITIVE RELATIONSHIPS WITH CHILD CARE CENTERS AND THE EARLY HEAD START PROGRAM TO MOVE TOWARDS FAMILY SELF-SUFFICIENCY. 2290416 659134 ENERGY AND HOUSING PROGRAMS: WEATHERIZATION - WEATHERIZATION SERVICES ARE PROVIDED USING THE MOST ADVANCED TECHNOLOGIES AND TESTING PROTOCOLS AVAILABLE IN THE HOUSING INDUSTRY. THE ENERGY CONSERVATION RESULTING FROM THE EFFORTS OF THE WEATHERIZATION PROGRAM DECREASES THE COST OF ENERGY FOR FAMILIES IN NEED WHILE IMPROVING THE HEALTH AND SAFETY OF THEIR HOMES. WEATHERIZATION SERVICES INCLUDE: ATTIC AND SIDEWALL INSULATION, FURNACE REPAIR OR REPLACEMENT, WATER HEATER INSULATION, AIR LEAKAGE REDUCTION WITH THE AID OF INFRARED CAMERAS, DIAGNOSTIC AND SAFETY INSPECTIONS.THE PURPOSE OF THE HOMEBUYER AND REHABILITATION PROGRAM IS TO CONSERVE, REHABILITATE, AND IMPROVE RESIDENTIAL PROPERTY OWNED AND OCCUPIED BY LOW AND MODERATE INCOME RESIDENTS. IN ADDITION, THIS PROGRAM ALSO PROVIDES DOWN PAYMENT AND CLOSING COST ASSISTANCE TO QUALIFIED HOUSEHOLDS WANTING TO PURCHASE A HOME.RENTAL HOUSING DEVELOPMENT - THIS PROGRAM IS DESIGNED TO ASSIST AFFORDABLE HOUSING DEVELOPMENT OPPORTUNITIES FOR LOW INCOME HOUSEHOLDS. THROUGH THIS PROGRAM, THE ORGANIZATION CONSTRUCTS AFFORDABLE HOUSING FOR COMMUNITIES SERVED BY THE AGENCY. THIS PROGRAM WAS INITIATED IN 1999 AND SINCE THAT TIME 104 UNITS OF AFFORDABLE HOUSING HAVE BEEN DEVELOPED.NEIGHBORHOOD STABILIZATION PROGRAM - THIS PROGRAM WORKS TO STABILIZE COMMUNITIES THAT HAVE SUFFERED FROM FORECLOSURES AND ABANDONMENT. THE ORGANIZATION PURCHASES FORECLOSED AND ABANDONED HOMES WITH THE GOAL OF REDEVELOPMENT THROUGH RENT OR RESALE. 48604 80809 HEALTH SERVICES:HOME HEALTH CARE SERVICES EXISTS TO PROVIDE IN-HOME HEALTH CARE AND SKILLED NURSING SERVICES. HOME HEALTH HAS BEEN SERVING CLIENTS THROUGHOUT NORTHWESTERN WISCONSIN FOR OVER 25 YEARS THROUGH REGISTERED NURSES WHO SUPERVISE THE IN-HOME CAREGIVERS. CARE GIVEN CAN BE PROVIDED ON A SHORT OR LONG TERM BASIS ACCORDING TO CLIENT NEEDS AND PHYSICIANS ORDERS. 3951262 177235 160396 OTHER LOW-INCOME PROGRAMS:THE ORGANIZATION PROVIDES OTHER GENERAL PROGRAMS TO LOW INCOME INDIVIDUALS. 3951262 177235 160396 9978055 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 84 0 1 202 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X KERRIE ZIMMERMANN 7155324222 1000 COLLEGE AVENUE W PO BOX 40 LADYSMITH WI 54848 LANCE AUSING BOARD MEMBER (THROUGH MAY) 1.00 X 0 0 0 NELS BECKMAN BOARD MEMBER 1.00 X 0 0 0 MYRON BROOKS BOARD MEMBER (THROUGH MAY) 1.00 X 0 0 0 EMMETT BYRNE BOARD MEMBER 1.00 X 0 0 0 AL CAMPOS BOARD MEMBER 1.00 X 0 0 0 LISA COSTA BOARD MEMBER 1.00 X 0 0 0 BRITTANY ERICKSON BOARD MEMBER (THROUGH DECEMBER) 1.00 X 0 0 0 MARY FLEMING BOARD MEMBER 1.00 X 0 0 0 SUSAN HANSEN BOARD MEMBER (THROUGH DECEMBER) 1.00 X 0 0 0 KARL HUBER LEGAL REPRESENTATIVE 1.00 X 0 0 0 PAMALA JOHNSON BOARD MEMBER 1.00 X 0 0 0 MARY JOSLIN BOARD MEMBER 1.00 X 0 0 0 PETER KAZ BOARD MEMBER 1.00 X 0 0 0 DANIEL MAKOVSKY BOARD MEMBER 1.00 X 0 0 0 CHRISTINE NEWKIRK BOARD MEMBER 1.00 X 0 0 0 DOROTHY RICHARD BOARD MEMBER 1.00 X 0 0 0 CLINT STARIHA BOARD MEMBER 1.00 X 0 0 0 GINA TIMM BOARD MEMBER (THROUGH FEBRUARY) 1.00 X 0 0 0 SHERRIE WIEGAND BOARD MEMBER 1.00 X 0 0 0 DAVE WILLINGHAM BOARD MEMBER 1.00 X 0 0 0 ELDON SKOGEN CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 BILL VOIGHT 1ST VICE CHAIRMAN 1.00 X X 0 0 0 PHILIP LINDEMAN 2ND VICE CHAIRMAN 1.00 X X 0 0 0 JOE WAICHULIS TREASURER 1.00 X X 0 0 0 PATRICIA SMITH SECRETARY 1.00 X X 0 0 0 JENNIFER SHEARER CHIEF EXECUTIVE OFFICER 40.00 X 99040 0 14934 KERRIE ZIMMERMANN CHIEF FINANCIAL OFFICER 40.00 X 55191 0 13035 154231 0 27969 0 0 0 0 CHRISTINA PHERNETTON 26248 STEGEL RD WEBSTER WI 54893 CHILD CARE SERVICES 374948 NORTHWEST CONNECTION FAMILY RESOURCES 15896 W 3RD ST HAYWARD WI 54843 CHILD CARE SERVICES 139187 TENDER LEARNING CENTER 611 E MENASHA AVE LADYSMITH WI 54848 CHILD CARE SERVICES 121833 CLIFTONLARSONALLEN 220 SOUTH 6TH ST MINNEAPOLIS MN 55402 FINANCE/MANAGEMENT SERVICES 114124 4 7575873 1383228 888426 8959101 ENERGY & HOUSING PROGRAMS REVENUE 624200 659134 659134 OTHER LOW-INCOME PROGRAMS REVENUE 624100 160396 160396 HEALTH SERVICES REVENUE 621610 80809 80809 900339 7997 7997 100500 302199 -201699 -201699 -201699 MISCELLANEOUS 89244 89244 89244 9754982 989583 0 -193702 X 177235 177235 182200 182200 3801289 3509004 292285 607626 554429 53197 409191 369685 39506 127803 38827 88976 21247 11142 10105 35750 7500 28250 1251493 1251493 40958 39646 1312 139313 129146 10167 476351 431140 45211 298571 295736 2835 118865 117691 1174 147595 146378 1217 767717 767717 178622 163258 15364 IN-KIND SUPPLIES 710792 710792 MATERIALS AND SUPPLIES 664116 651513 12603 BAD DEBT EXPENSE 300350 300350 REPAIRS AND MAINTENANCE 147421 144588 2833 184531 160785 23746 10789036 9978055 810981 0 147143 176811 63951 831671 893014 449720 333278 235066 155124 648552 383229 54664 9281 15349338 8683995 7558078 6665343 265263 1664860 1395144 11653705 10276487 673931 852861 522708 19000 3414287 3417252 60143 38792 4671069 4327905 X 5087229 4147274 1895407 1801308 6982636 5948582 11653705 10276487 -1034054 0 X X 0 1 X 1 1 1 X 9124489 10205179 11412362 10976036 8959101 50677167 9124489 10205179 11412362 10976036 8959101 50677167 50677167 24724 19441 20066 16923 7997 89151 89244 89244 50855562 900339 0.99650 0.99810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 675301 675301 12943771 7276075 5667696 500905 414974 85931 1229361 992946 236415 6665343 RESIDENTIAL HOUSING LOANS RECEIVABLE,NET 1395144 F 1395144 DEPOSITS 38792 38792 X PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 AND 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIOD. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. 1 FOOD ASSISTANCE 9294 177235 USDA PRICE/POUND COMMODITY FOOD DISTRIBUTED PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH COMPLIANCE WITH FEDERAL REGULATIONS OF FUNDING SOURCES. X 1 177235 USDA PRICE/POUND X RESOURCE DONATIONS 14224 711191 COST OF DONATED PROP 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FOR RESOURCE DONATIONS IS ESTIMATED AT $50 PER DONATION. FORM 990, PART III, LINE 3 THE ORGANIZATION ENDED THEIR WEATHERIZATION PROGRAM DURING THE 2018 YEAR. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A WRITTEN CONFLICT OF INTEREST POLICY IS INCLUDED IN AN ANNUAL EMPLOYEE/DIRECTOR SIGN-OFF DOCUMENT. VIOLATIONS MAY RESULT IN DISMISSAL FROM EMPLOYMENT. ANY DIRECTOR WITH A PERCEIVED OR ACTUAL CONFLICT OF INTEREST WILL BE RECUSED FROM DISCUSSION AND VOTING ON THE MATTER TO WHICH THE CONFLICT RELATES. FORM 990, PART VI, SECTION B, LINE 15 EVERY THREE YEARS THE ORGANIZATION SENDS OUT A SALARY SURVEY TO OTHER SIMILAR AGENCIES AND ALSO AGENCIES SIMILAR IN GEOGRAPHICAL RELATIONSHIP. THE ORGANIZATION DETERMINES SALARY BASED ON A RANGE DEPENDING ON EXPERIENCE AND CERTIFICATIONS. A WAGE STUDY WAS COMPLETED IN 2015. THE EXECUTIVE/PERSONNEL COMMITTEE SETS AND APPROVES COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G HEAD START (CONTRACTED SERVICES): PROGRAM SERVICE EXPENSES 712,137. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 712,137. HEAD START (PURCHASED SERVICES): PROGRAM SERVICE EXPENSES 105,520. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,520. LEGAL ASSISTANCE TO VICTIMS (PURCHASED SERVICES): PROGRAM SERVICE EXPENSES 9,507. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,507. CONTRACTED LABOR (CONTRACTED SERVICES): PROGRAM SERVICE EXPENSES 99,468. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,468. OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 45,066. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,066. HOME VISITING SERVICES (PURCHASED SERVICES): PROGRAM SERVICE EXPENSES 139,167. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 139,167. LEGAL ASSISTANCE TO VICTIMS (CONSULTANT): PROGRAM SERVICE EXPENSES 62,839. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,839. COMMUNITY PROGRAMMING (CONSULTANT): PROGRAM SERVICE EXPENSES 32,286. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,286. HEAD START (CONSULTANT): PROGRAM SERVICE EXPENSES 45,503. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,503. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE OVERSIGHT PROCESS AND SELECTION PROCESS HAVE NOT CHANGED FROM PRIOR YEARS. INDIANHEAD INFORMATION SERVICES LLC 1000 COLLEGE AVENUE WEST LADYSMITH WI 54848 273427633 IT SERVICES TO RURAL WISCONSIN WI 5993 -1882 INDIANHEAD COMMUNITY ACTION AGENCY INCORPORATED NORTHERN RENEWABLE ENERGY SYSTEMS LLC 1000 COLLEGE AVENUE WEST LADYSMITH WI 54848 450665351 BRING ALTERNATIVES TO EXISTING ENERGY USAGE WI 0 0 INDIANHEAD COMMUNITY ACTION AGENCY INCORPORATED INDIANHEAD HOLDINGS LLC 1000 COLLEGE AVENUE WEST LADYSMITH WI 54848 275369680 REAL ESTATE/RENTAL PROPERTY WI 0 0 INDIANHEAD COMMUNITY ACTION AGENCY INCORPORATED INDIANHEAD COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION INC 1000 COLLEGE AVENUE WEST LADYSMITH WI 54848 272403929 CONSUMER LENDING WI INDIANHEAD COMMUNITY ACTION AGENCY INC C 2927 1907 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0