2018-04-12T13:37:44-05:00 2017-12-31 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2017-01-01 391343425 INDEPENDENCEFIRST INC INDE 4142917520 540 S 1ST ST MILWAUKEE WI 532041605 DEB LANGHAM INTERIM PRESIDENT/CEO 4142917520 2018-04-11 1 JENNY TARKOWSKI CPA P00634290 6082747020 2017 2022-09-23 18:48:47Z DEB LANGHAM 540 S 1ST ST MILWAUKEE WI 532041605 30305249 0 X WWW.INDEPENDENCEFIRST.ORG X 1979 WI INDEPENDENCEFIRST, INC. IS A NON-PROFIT INDEPENDENT LIVING CENTER FOR PERSONS WITH DISABILITIES. 16 16 1894 77 -76386 -87219 1043972 1766559 28880063 27752643 3998 3938 218045 361966 30146078 29885106 291600 318507 0 0 28241190 27485377 0 0 250070 2993581 2930590 31526371 30734474 -1380293 -849368 12850017 11825647 10296024 9983381 2553993 1842266 X INDEPENDENCEFIRST IS A NON-PROFIT 501(C)(3) 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: EDUCATION, ADVOCACY, INDEPENDENT LIVING SERVICES, AND COALITION BUILDING. INDEPENDENCEFIRST PROMOTES DIVERSITY AND MULTICULTURAL PARTICIPATION IN ITS OPERATIONS AND SERVICES. 0 0 24186400 267018 27374161 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. 1883876 16592 352103 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. 758468 30698 292053 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. 718882 4199 18666 718882 4199 18666 27547626 1 1 0 0 0 0 0 0 0 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 33 0 1894 1 1 1 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 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 AMY KIRKLAND DIRECTOR 1.00 X 0 0 0 KEVIN RONNIE DIRECTOR 1.00 X 0 0 0 LEE ZA ONG DIRECTOR 1.00 X 0 0 0 JASON OSTROWSKI DIRECTOR 1.00 X 0 0 0 ROXAN PEREZ 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 212246 0 35214 WENDY HUOT DIRECTOR OF FINANCE 40.00 3.00 X 108442 0 27787 TRACY THOMAS CONTROLLER 40.00 3.00 X 116925 0 11149 DEB LANGHAM CHIEF OPERATING OFFICER 40.00 3.00 X 117179 0 12480 BRENDA DUKE VICE PRESIDENT OF HUMAN RESOURCES 40.00 3.00 X 118422 0 26264 673214 0 112894 5 0 1 0 0 91655 10533 778227 709967 176177 1766559 PERSONAL ASSISTANCE SERVICES 624120 27374161 27374161 INDEPENDENT LIVING SERVICES 624120 352103 352103 OTHER PROGRAM SERVICES 624120 14500 6787 7713 ENTREPRENEURIAL VENTURES 624120 11879 11879 27752643 3938 3938 170100 254199 -84099 -84099 -84099 6613 10533 19459 -12846 -12846 438538 146485 292053 292053 RECOVERY OF BAD DEBT 900099 166858 166858 166858 29885106 28036983 -76386 157950 318507 318507 383689 129981 178222 75486 23002468 21650889 1251381 100198 298569 278614 19841 114 1675160 1564365 110170 625 2125491 1980958 129595 14938 75571 75571 42500 42500 471407 141927 329480 206320 203757 2563 473015 442305 27455 3255 236800 180313 34075 22412 519380 268981 244398 6001 147746 137699 9000 1047 88041 41516 46357 168 30951 30951 316117 137926 174225 3966 186400 139800 27869 18731 BOOKS AND SUBSCRIPTIONS 44207 41201 2667 339 MEMBERSHIP DUES 32288 30092 1969 227 LICENSES AND FEES 31399 15592 15807 BAD DEBT EXPENSE 7691 7691 20757 16009 4748 30734474 27547626 2936778 250070 1321753 1086215 837911 821871 1690575 2209818 140530 132220 312195 278018 56245 255032 10227202 3385034 7075648 6842168 5821 10959 1409339 189346 12850017 11825647 1969574 1848806 16814 70826 7615088 7619688 694548 444061 10296024 9983381 X 2510022 1771391 43971 70875 2553993 1842266 12850017 11825647 X -849368 137641 X 0 1 X 1 0 X 1216481 1212669 954665 1043972 2056912 6484699 33524548 33213870 30227807 29211036 28183468 154360729 66739 73428 2990 2785 6613 152555 34807768 34499967 31185462 30257793 30246993 160997983 0 0 0 160997983 381394 3060 1870 3998 3938 394260 381394 3060 1870 3998 3938 394260 79399 88728 168127 35268561 34591755 31187332 30261791 30250931 161560370 0.99650 0.99250 0.00240 0.00530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1218000 1218000 6501197 1437502 5063695 7684 2305 5379 2196927 1769883 427044 303394 175344 128050 6842168 INTEREST RATE SWAP INSTRUMENT 45446 INVESTMENT IN IM DESIGN CONSORTIUM, LLC 56946 ESTIMATED THIRD-PARTY PAS PAYER SETTLEMENTS 341669 444061 STRIDE & GLIDE 17146 10533 6613 6613 12846 17146 10533 6613 6613 12846 19459 -12846 1 INDEPENDENCEFIRST FOUNDATION INC 540 S 1ST ST MILWAUKEE WI 532041605 462941274 501(C)(3) 318507 BUILDING RESERVE FUND AND WISLOAN AND TELEWORK 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 LEE SCHULZ PRESIDENT/CEO 212246 0 0 0 0 0 5766 0 29448 0 247460 0 0 0 JULIE SCHULZ FAMILY MEMBER OF LEE SCHULZ, PRESIDENT/CEO 88779 EMPLOYMENT ARRANGEMENT 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: GAIN ON INTEREST RATE SWAP INSTRUMENT 102,766. CHANGE IN PROVISION FOR UNRELATED BUSINESS INCOME TAXES 13,083. LOSS IN IM DESIGN CONSORTIUM, LLC 21,792. 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 21792 -56946 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 318507 FACE AMOUNT INDEPENDENCEFIRST FOUNDATION INC C 778227 FACE AMOUNT INDEPENDENCEFIRST FOUNDATION INC Q 224392 ACTUAL COST