2016-11-14T10:38:39-06:00 2015-12-31 390859910 Baker Tilly Virchow Krause LLP 500 Midland Court Janesville WI 53546 990 2015-01-01 391969834 Innovative Services Inc INNO 9204310962 445 S Madison Street Green Bay WI 54301 KERRY BLONDHEIM BOARD MEMBER 9203605544 2016-11-13 1 Troy Marine CPA P00187863 6087525835 2016-11-13 2015 2017-02-10 21:41:12Z KERRY BLONDHEIM 445 S Madison Street green bay WI 54301 31368795 0 7121 X myinnovativeservices.com X 2003 WI INNOVATIVE SERVICES, INC. (ISI) IS COMMITTED TO FLEXIBLE, ACCESSIBLE, AND FAMILY CENTERED SUPPORT SERVICES THAT HONOR THE DIGNITY, RESPECT THE RIGHTS, AND MAXIMIZE THE POTENTIAL OF EACH INDIVIDUAL. 5 4 2051 4 0 0 0 31326037 24154556 0 0 33879 0 0 24154556 31359916 0 0 0 0 16978373 22148942 0 0 0 6608874 8830449 23587247 30979391 567309 380525 5203459 5824991 3355920 3596927 1847539 2228064 X INNOVATIVE SERVICES, INC. (ISI) IS COMMITTED TO FLEXIBLE, ACCESSIBLE, AND FAMILY CENTERED SUPPORT SERVICES THAT HONOR THE DIGNITY, RESPECT THE RIGHTS, AND MAXIMIZE THE POTENTIAL OF EACH INDIVIDUAL. 0 0 8625681 Adult Family Homes are state-licensed programs in which 4 or fewer non-related adults with disabilities live in a home in the community. Each individual receives care, treatment or services, above room and board and may receive up to seven (7) hours of nursing services per week. The smaller setting allows for more one-to-one attention and greater integration into the community. Innovative Services provides 24-hours per day, 7 days per week support to consumers living in AFH programs. During the year, the organization provided care for 133 clients. 7040674 Supportive Home Care provides services to persons living in their own homes and may consist of assistance with any of the following: personal grooming, medications, housekeeping, meal preparation, laundry, shopping, companionship, transportation and accompaniment for medical/social appointments. Clients select their own vendors, pay their own bills and purchase their own supplies. While client need dictates the number of weekly scheduled support hours, staff may be available 24 hours a day, 7 days a week, to assist if this service is desired. During the year, the organization provided care for 140 clients. 6249669 Supportive Apartment programs are small communities of 3 to 30 individuals who rent their own apartments close to one another in an apartment complex. This program provides 24-hour staff availability to provide assistance, as needed, with any of the following: Personal grooming, medications, housekeeping, meal preparation, laundry, shopping, companionship, leisure activities inclusive of transportation and accompaniment for medical/social appointments. By maintaining an office on site and through the use of assistive monitoring technology, staff are able to meet the needs of the clients in the complex. During the year, the organization provided care for 641 clients. 5213486 YOUTH SERVICES CONSISTS OF MAXIMIZING COMMUNITY BASED SUPPORTS WHICH TEACH YOUTH ABOUT BARRIERS AND HOW TO OVERCOME THEM. SERVICES ARE PROVIDED TO YOUTH INDIVIDUALS FROM PRE-SCHOOL TO HIGH SCHOOL YEARS WITH MENTAL ILLNESS, BEHAVIORAL DIFFICULTIES, DEVELOPMENTAL DISABILITIES AND MORE. DURING THE YEAR, THE ORGANIZATION PROVIDED SERVICES TO 247 CLIENTS. COMPREHENSIVE COMMUNITY SERVICES CONSIST OF SERVICES FOR INDIVIDUALS WITH MENTAL ILLNESS, SUBSTANCE ABUSE DISORDERS AND OTHER DIAGNOSES AND INCLUDE DEVELOPING TREATMENT AND RECOVERY PLANS TO MEET THOSE INDIVIDUALS' UNIQUE NEEDS AND GOALS. THE ORGANIZATION PROVIDED SERVICES TO 158 CLIENTS. FINALLY, VOCATIONAL SERVICES FOCUS ON INDIVIDUALIZED SUPPORTS TO MAXIMIZE EACH PERSON'S ABILITIES AND MATCH THOSE ABILITIES, ALONG WITH THE INTERESTS AND DESIRES OF THE PERSOn, TO EMPLOYMENT OR OTHER SERVICE OPPORTUNITIES THAT ARE MEANINGFUL AND RELEVANT. IN 2015, THE ORGANIZATION SUPPORTED 137 CLIENTS. 5213486 27129510 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 147 0 1 2051 1 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MARSHA BURKLUND 9204310962 445 S Madison Street gREEN BAY WI 54301 DR T GERALD WALKER CHAIRMAN, PRESIDENT 3.00 X X 0 0 0 SCOTT JAEGER SECRETARY 3.00 X X 0 0 0 DR JAMES PRICE DIRECTOR 2.00 X 0 0 0 MEL YORK DIRECTOR 2.00 X 0 0 0 Kerry Blondheim dIRECTOR/Project Manager 2.00 12.00 X 17125 0 0 17125 0 0 0 0 0 0 Community MANAGEMENT INITIATIVE Inc 1280 Hendersonville Road Asheville NC 28803 MANAGEMENT SERVICES 979213 Cambridge Services PO Box 1155 Arden NC 28704 MANAGEMENT SERVICES 525013 LinkEd LLC PO Box 116 Pittsville WI 54466 Consulting Services 495585 SimplyHome LLC PO Box 1155 Arden NC 28704 COnsulting Services 312782 Camera Corner Connecting Point 529 N Monroe Ave Green Bay WI 54301 Consulting Services 213324 5 11554582 19771455 31326037 42758 8879 33879 33879 33879 31359916 0 0 33879 17125 17125 18074407 16387591 1686816 2702991 2399699 303292 1354419 1202445 151974 1668659 1314523 354136 1202913 865013 337900 295970 287973 7997 2182884 1781351 401533 728314 647783 80531 418735 227717 191018 205106 193864 11242 358387 302954 55433 378573 338239 40334 client program expense/ 490036 490036 repairs & maintenance 444259 444259 VEHICLE LEASE 290237 228938 61299 Other 166376 166376 30979391 27129510 3849881 0 171859 179478 2502940 3118067 432650 567830 3939631 1980015 2096010 1959616 5203459 5824991 1185550 1604129 2170370 1992798 3355920 3596927 X 1847539 2228064 1847539 2228064 5203459 5824991 380525 0 X X 0 1 X 1 1 1 X 24378402 22396386 22619597 24154556 31326037 124874978 24378402 22396386 22619597 24154556 31326037 124874978 124874978 124874978 1.00000 X 1.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 175466 175466 1424207 547532 876675 183143 95681 87462 437190 314984 122206 1719625 1021818 697807 1959616 FORM 990, PART IV, LINE 11F On January 1, 2009, the organization adopted a new standard related to the accounting for uncertainty in income taxes. The tax effects from an uncertain tax position can be recognized in the financial statements only if the position is more likely than not to be sustained on audit, based on the technical merits of the position. The organization recognizes the financial statement benefit of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more likely than not threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50 percent likelihood of being realized, upon ultimate settlement with the relevant tax authority. At the adoption date, the organization applied the new accounting standard to all tax positions for which the statute of limitations remained open. There was no effect of the adoption of this new standard on the organization's financial statements. Form 990, Part VI, Section B, line 11 distributed to members of board to review. if there are questions, the controller addresses each one on an individual basis. if issues or disagreements arise, a conference call is scheduled for the board to review. Form 990, Part VI, Section B, line 12c annually reviewed by board of directors and management. Form 990, Part VI, Section B, line 15a The ORGANIZATION HAS CONTRACTED WITH CAMBRIDGE MANAGEMENT INC. TO PERFORM CEO AND VARIOUS OTHER ADMINISTRATIVE POSTIONS. THE CONTRACT RATES ARE EVALUATED BY AN INDEPENDENT ACCOUNTING FIRM WHO CONDUCTS STUDIES OF SIMILIAR POSITIONS & TYPE OF WORK. THE FEE FOR SERVICES IS THEN SUBJECT TO BOARD APPROVAL. Form 990, Part VI, Section C, line 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part XII, Line 2c: THe organization has an executive committee which assumes responsibility for oversight of the audit and takes responsibility for the financial statements. Innovative Wisconsin LLC 445 S Madison ST Green Bay WI 54301 471752821 PROVIDE SUPPORTIVE HOME CARE AND COMMUNITY SUPPORTIVE LIVING SERVICES WI -67284 0 Innovative Services Inc CAMBRIDGE SERVICES INC PO BOX 1155 ARDEN NC 28704 742566411 MANAGEMENT TN 501C3 LINE 9 FOUNDATION FOR THE ELDERLY INC dba Cambridge Services 0 FOUNDATION FOR THE ELDERLY INC dba Cambridge Services PO BOX 1155 ARDEN NC 28704 760273756 MANAGEMENT TN 501C3 LINE 9 N/A 0 COmmunity Homes Inc 445 S Madison ST Green Bay WI 54301 391961975 Administrative Services WI 501C3 Line 9 FOUNDATION FOR THE ELDERLY INC dba Cambridge Services 0 My Innovative Services Inc 445 S Madison ST Green Bay WI 54301 271363792 operation of a supportive home care & community supportive living programs WI Innovative Services Inc C 9834 676855 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 CAMBRIDGE SERVICES INC M 525013 MANAGEMENT SERVICES AGREEMENT