2017-05-08T14:39:24-05:00 2016-12-31 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2016-01-01 391343425 INDEPENDENCEFIRST INC INDE 4142917520 540 S 1ST ST MILWAUKEE WI 532041605 LEE SCHULZ PRESIDENT/CEO 4142917520 2017-05-04 1 JENNY TARKOWSKI CPA P00634290 6082747020 97.91.110.18 2017-05-04 10:48:28 CD P F5220C048E8F4764883E15D3AD23391DA5D6985E 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2016 2021-01-29 14:40:06Z LEE SCHULZ 540 S 1ST ST MILWAUKEE WI 532041605 30497023 0 X WWW.INDEPENDENCEFIRST.ORG X 1979 WI 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. 18 18 2131 90 -25088 -32206 954665 1043972 29949338 28880063 1870 3998 -124690 218045 30781183 30146078 291600 291600 0 0 29013616 28241190 0 0 276927 2867404 2993581 32172620 31526371 -1391437 -1380293 13699530 12850017 9840129 10296024 3859401 2553993 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 25417461 266756 28531875 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. 1860465 16592 315786 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. 415786 4141 271984 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. 447064 4111 14604 447064 4111 14604 28140776 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 28 0 2131 1 1 1 0 0 0 0 0 0 0 0 0 X 18 18 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 SCHUMAKER SECRETARY 1.00 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 AMY KIRKLAND DIRECTOR 1.00 X 0 0 0 JUDITH MURPHY 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 KEVIN RONNIE DIRECTOR 1.00 X 0 0 0 MARTHA VALERIO DIRECTOR 1.00 1.00 X 0 0 0 JESSE WAUKAU DIRECTOR 1.00 X 0 0 0 LEE SCHULZ PRESIDENT/CEO 40.00 3.00 X 241500 0 26982 WENDY HUOT DIRECTOR OF FINANCE 40.00 3.00 X 117935 0 3952 TRACY THOMAS CONTROLLER 40.00 3.00 X 114301 0 9728 473736 0 40662 3 0 1 0 0 70720 5100 213875 619188 135089 1043972 PERSONAL ASSISTANCE SERVICES 624120 28531875 28531875 INDEPENDENT LIVING SERVICES 624120 315786 315786 ENTREPRENEURIAL VENTURES 624120 15995 11679 4316 MOBILITY STORE 624120 13482 13482 2925 2925 28880063 3998 3998 178916 260320 -81404 -81404 -81404 2785 5100 13838 -11053 -11053 335289 76787 258502 258502 FIRST EDGE RECOVERY 900099 52000 52000 52000 30146078 29134249 -25088 -7055 291600 291600 390369 128066 182997 79306 23867745 22740193 1030030 97522 323503 262916 59026 1561 1485849 1200590 275555 9704 2173724 2049822 108686 15216 193875 193875 44175 44175 520553 95414 425139 144360 120972 23388 422881 399720 20317 2844 170880 130131 24611 16138 563095 252658 303218 7219 150627 142042 7531 1054 28880 24692 4005 183 32952 32952 307244 134821 168571 3852 183147 137360 27472 18315 BAD DEBT 79474 79474 BOOKS AND SUBSCRIPTIONS 58726 55379 2936 411 MEMBERSHIP DUES 30630 28884 1532 214 LICENSES AND FEES 26223 0 26223 35859 33536 2323 31526371 28140776 3108668 276927 2359144 1321753 850280 837911 1096484 1690575 143189 140530 305747 312195 98393 56245 10068357 2992709 7354631 7075648 4961 5821 149512 1337189 1409339 13699530 12850017 1773121 1969574 14211 16814 7760000 7615088 292797 694548 9840129 10296024 X 1517875 2510022 2341526 43971 3859401 2553993 13699530 12850017 X -1380293 2166 72719 X 0 1 X 1 1 1 X 1579251 1216481 1212669 954665 1043972 6007038 32927337 33524548 33213870 30227807 29211036 159104598 63858 66739 73428 2990 207015 34570446 34807768 34499967 31185462 30255008 165318651 0 0 0 165318651 497759 381394 3060 1870 3998 888081 497759 381394 3060 1870 3998 888081 8046 8046 185980 71353 88728 346061 35254185 35268561 34591755 31187332 30259006 166560839 0.99250 0.98920 0.00530 0.00850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1218000 1218000 6501197 1190066 5311131 7684 1792 5892 2045642 1648903 396739 295834 151948 143886 7075648 DEFERRED TAX ASSET 53805 DUE FROM INDEPENDENCEFIRST FOUNDATION, INC. 1280137 CASH SURRENDER VALUE OF LIFE INSURANCE 75397 1409339 INTEREST RATE SWAP INSTRUMENT 148212 INVESTMENT IN IM DESIGN CONSORTIUM, LLC 78740 ESTIMATED THIRD-PARTY PAS PAYER SETTLEMENTS 467596 694548 1 INDEPENDENCEFIRST FOUNDATION INC 540 S 1ST ST MILWAUKEE WI 532041605 462941274 501(C)(3) 291600 BUILDING RESERVE FUND 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 226000 0 15500 0 0 0 5883 0 21099 0 268482 0 0 0 JULIE SCHULZ FAMILY MEMBER OF LEE SCHULZ, PRESIDENT/CEO 80074 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 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S ANNUAL REPORT IS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: GAIN ON INTEREST RATE SWAP INSTRUMENT 69,227. CHANGE IN PROVISION FOR UNRELATED BUSINESS INCOME TAXES 6,873. LOSS IN IM DESIGN CONSORTIUM, LLC -3,381. 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 -3381 -78740 1 1 0.65000 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 INDEPENDENCEFIRST FOUNDATION INC B 291600 FACE AMOUNT INDEPENDENCEFIRST FOUNDATION INC Q 213875 ACTUAL COST