2019-04-29T15:57:49-05:00 2018-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2018-01-01 391343425 INDEPENDENCEFIRST INC INDE 4142917520 540 S 1ST ST MILWAUKEE WI 532041605 MARCIA BOUCHER PRESIDENT/CEO 4142917520 2019-04-25 1 JENNY TARKOWSKI CPA P00634290 6082747020 66.222.124.178 2019-04-25 13:56:54 CD P 50C9C09D56ED613F9D7879BDC11063DCF385CB9F BB9037E3AA85FAE4E129294E83CD7747F0718998 2018 2019-02-21 02:37:17Z MARCIA BOUCHER 540 S 1ST ST MILWAUKEE WI 532041605 29931254 0 X WWW.INDEPENDENCEFIRST.ORG X 1979 WI INDEPENDENCEFIRST, INC. IS A NON-PROFIT INDEPENDENT LIVING CENTER FOR PERSONS WITH DISABILITIES. 16 16 1882 95 -96257 0 1766559 1875545 27752643 27400861 3938 7198 361966 -15931 29885106 29267673 318507 304750 0 0 27485377 27083749 0 0 395270 2930590 2724962 30734474 30113461 -849368 -845788 11825647 10872537 9983381 9874643 1842266 997894 X THE MISSION OF INDEPENDENCEFIRST IS TO EFFECTIVELY FACILITATE EMPOWERMENT OF INDIVIDUALS WITH DISABILITIES THROUGH THE CORE SERVICES OF:- ADVOCACY- INDEPENDENT LIVING SKILLS- INFORMATION AND REFERRAL- PEER SUPPORT- TRANSITION 1 0 22684158 243697 26990901 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. 1688353 15022 359507 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. 431548 3796 28951 MOBILITY STORE OFFERS LOW COST, REFURBISHED AND SANITIZED MOBILITY AND MEDICAL EQUIPMENT TO THOSE WHO LACK THE RESOURCES TO ACQUIRE NEW EQUIPMENT. IT ALSO OFFERS A SELECTION OF LOW-COST NEW EQUIPMENT. 1183141 42235 42574 1183141 42235 42574 25987200 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 1 0 0 0 0 0 0 1 1 1 0 0 1 48 0 1882 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 BETH SCHUMACHER SECRETARY 3.00 X X 0 0 0 JOHN LAUBER TREASURER 3.00 1.00 X X 0 0 0 JERRY MCCLOSKEY DIRECTOR 1.00 X 0 0 0 DEAN MULLER DIRECTOR 1.00 X 0 0 0 CATHERINE BULGRIN DIRECTOR 1.00 X 0 0 0 ANNE CARROLL DIRECTOR 1.00 X 0 0 0 JUDY HAUGSLAND DIRECTOR 1.00 X 0 0 0 RON JODAT DIRECTOR 1.00 1.00 X 0 0 0 KAREN HUNT DIRECTOR 1.00 X 0 0 0 KEVIN RONNIE DIRECTOR 1.00 X 0 0 0 SCOTT LUBER DIRECTOR 1.00 X 0 0 0 JASON OSTROWSKI DIRECTOR 1.00 X 0 0 0 BILLIE TORRENTT DIRECTOR 1.00 X 0 0 0 TOM RAVE DIRECTOR 1.00 X 0 0 0 JESSE WAUKAU DIRECTOR 1.00 X 0 0 0 LEE SCHULZ PRESIDENT/CEO 40.00 3.00 X 313195 0 15323 WENDY HUOT DIRECTOR OF BUSINESS SERVICES 40.00 3.00 X 126016 0 18407 TRACY THOMAS CONTROLLER 40.00 3.00 X 117574 0 11154 DEB LANGHAM CHIEF OPERATING OFFICER 40.00 3.00 X 139450 0 12896 BRENDA DUKE VICE PRESIDENT OF HUMAN RE 40.00 3.00 X 126181 0 10500 822416 0 68280 5 0 1 0 0 91740 30454 783035 764681 205635 1875545 PERSONAL ASSISTANCE SERVICES 624120 26899754 26899754 INDEPENDENT LIVING SERVICES 624120 445613 445613 ENTREPRENEURIAL VENTURES 624120 38615 38615 OTHER PROGRAM SERVICES 624120 16879 9000 7879 27400861 7198 7198 170220 274356 -104136 -104136 -104136 14877 30454 40011 -25134 -25134 378165 349214 28951 28951 RECOVERY OF BAD DEBT 900099 84388 84388 84388 29267673 27421933 -96257 66452 304750 304750 472941 118236 236472 118233 22744182 20715051 1842961 186170 125545 116759 8736 50 1786101 1618775 150880 16446 1954980 1752577 177502 24901 75822 75822 44341 44341 430161 46647 383514 201560 201411 149 396780 356369 35402 5009 144191 110714 20562 12915 527187 272029 249084 6074 135847 121782 12284 1781 53228 46843 6229 156 24831 24831 322842 140280 178529 4033 179006 134254 26787 17965 BOOKS AND SUBSCRIPTIONS 78826 70665 7124 1037 BAD DEBT EXPENSE 50582 50582 LICENSES AND FEES 31817 11549 20268 MEMBERSHIP DUES 27548 24696 2501 351 393 393 30113461 25987200 3730991 395270 1086215 672680 821871 828316 2209818 2585149 132220 4560 278018 17930 255032 120130 10210297 3693990 6842168 6516307 10959 29470 189346 97995 11825647 10872537 1848806 1771385 70826 40411 156782 7619688 7624288 444061 281777 9983381 9874643 X 1771391 905860 70875 92034 1842266 997894 11825647 10872537 X -845788 1416 X 0 1 X 1 0 X 1212669 954665 1043972 2056912 1875545 7143763 33213870 30227807 29211036 28183468 27761147 148597328 73428 2990 2785 6613 14877 100693 34499967 31185462 30257793 30246993 29651569 155841784 0 0 0 155841784 272404 234074 182914 174038 177418 1040848 272404 234074 182914 174038 177418 1040848 88728 88728 34861099 31419536 30440707 30421031 29828987 156971360 0.99280 0.99650 0.00660 0.00240 X 1 0 156782 156782 1 1218000 1218000 6391353 1629950 4761403 7684 2817 4867 2289866 1861223 428643 303394 200000 103394 6516307 ESTIMATED THIRD-PARTY PAS PAYER SETTLEMENTS 257281 DEFERRED COMPENSATION OBLIGATION 24496 281777 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. STRIDE & GLIDE 15970 13593 2377 56 10884 EMPOWER LUNCH 29361 16861 12500 2688 9816 5807 10760 45331 30454 14877 2688 9872 5807 21644 40011 -25134 1 INDEPENDENCEFIRST FOUNDATION INC 540 S 1ST ST MILWAUKEE WI 532041605 462941274 501(C)(3) 304750 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 1 0 0 0 0 0 0 0 0 LEE SCHULZ PRESIDENT/CEO 65496 0 0 0 247699 0 3294 0 12029 0 328518 0 0 0 DEB LANGHAM CHIEF OPERATING OFFICER 139450 0 0 0 0 0 3314 0 9582 0 152346 0 0 0 PART I, LINE 4A LEE SCHULZ RECEIVED A SEVERANCE OF $231,745 UPON RETIREMENT. OF THAT AMOUNT, $160,439 WAS PAID OUT IN 2018 AND THE REMAINDER WILL BE PAID IN 2019. JULIE SCHULZ FAMILY MEMBER OF LEE SCHULZ, PRESIDENT/CEO 62230 EMPLOYMENT ARRANGEMENT 0 FORM 990, PART III, LINE 2 THE REP PAYEE PROGRAM WAS STARTED DURING THE YEAR. 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. 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: GAIN ON INTEREST RATE SWAP INSTRUMENT 64,460. LOSS ON DISPOSAL OF PROPERTY -62,183. LOSS IN IM DESIGN CONSORTIUM, LLC -861. INDEPENDENCEFIRST FOUNDATION INC 540 S 1ST ST MILWAUKEE WI 532041605 462941274 SUPPORT INDEPENDENCEFIRST, INC. WI 501(C)(3) LINE 7 INDEPENDENCEFIRST INC 1 IM DESIGN CONSORTIUM LLC 540 S 1ST ST MILWAUKEE WI 532041605 261699342 DEVELOP PRODUCTS AND SERVICES FOR PEOPLE WITH DISABILITIES WI INDEPENDENCEFIRST INC RELATED -861 1 1 0.65000 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 INDEPENDENCEFIRST FOUNDATION INC B 304750 FACE AMOUNT INDEPENDENCEFIRST FOUNDATION INC C 764681 FACE AMOUNT INDEPENDENCEFIRST FOUNDATION INC Q 190060 ACTUAL COST