2016-05-09T10:39:33-05:00 2015-12-31 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2015-01-01 391343425 INDEPENDENCEFIRST INC INDE 4142917520 540 S 1ST ST MILWAUKEE WI 532041605 LEE SCHULZ PRESIDENT/CEO 4142917520 2016-05-05 1 JENNY TARKOWSKI CPA P00634290 6082747020 2015 2016-09-27 15:27:22Z LEE SCHULZ 540 S 1ST ST MILWAUKEE WI 532041605 31419536 0 X WWW.INDEPENDENCEFIRST.ORG X X 1979 WI OUR MISSION IS TO EFFECTIVELY FACILITATE EMPOWERMENT OF INDIVIDUALS WITH DISABILITIES THROUGH EDUCATION, ADVOCACY, INDEPENDENT LIVING SERVICES, AND COALITION BUILDING. 17 17 2192 96 -308895 -313831 1212669 954665 32940465 29949338 3178 1870 267774 -124690 34424086 30781183 194400 291600 0 0 31465364 29013616 0 0 396147 3043680 2867404 34703444 32172620 -279358 -1391437 15186239 13699530 9954947 9840129 5231292 3859401 OUR MISSION IS TO EFFECTIVELY FACILITATE EMPOWERMENT OF INDIVIDUALS WITH DISABILITIES THROUGH EDUCATION, ADVOCACY, INDEPENDENT LIVING SERVICES, AND COALITION BUILDING. 0 0 25703311 268097 29544170 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. 1554412 12568 163531 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. 1093430 8281 362221 BENEFITS AND EMPLOYMENT PROGRAMS HELP INDIVIDUALS WHO CURRENTLY ARE NOT WORKING TO UNDERSTAND BENEFITS AND SERVICES AVAILABLE TO THEM. THE WISLOAN AND TELEWORK PROGRAMS MAKE LOANS TO WISCONSIN RESIDENTS WITH DISABILITIES. WISLOAN IS FOR ASSISTED TECHNOLOGY AND HOME MODIFICATIONS. TELEWORK IS FOR COMPUTERS AND OTHER EQUIPMENT ENABLING THE ABILITY TO WORK FROM HOME. THE MOBILITY STORE PROVIDES A WIDE VARIETY OF HIGH QUALITY REFURBISHED DURABLE MEDICAL EQUIPMENT TO THE COMMUNITY AT REDUCED PRICING. 737916 2654 67685 737916 2654 67685 29089069 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 23 0 2192 1 1 1 0 0 0 0 0 0 0 0 0 X 17 17 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 JUDY MURPHY VICE CHAIR 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 JUDI WISLA 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 LEE ZA ONG DIRECTOR 1.00 X 0 0 0 JASON OSTROWSKI DIRECTOR 1.00 X 0 0 0 FELISA PARIS DIRECTOR 1.00 X 0 0 0 ROXAN PEREZ DIRECTOR 1.00 X 0 0 0 KEVIN RONNIE DIRECTOR 1.00 X 0 0 0 JOHN SCHMID DIRECTOR 1.00 X 0 0 0 BETH SCHUMACHER DIRECTOR 1.00 X 0 0 0 LEE SCHULZ PRESIDENT/CEO 40.00 X 217934 0 44523 WENDY HUOT DIRECTOR OF FINANCE 40.00 X 113594 0 5889 TRACY THOMAS CONTROLLER 40.00 X 109721 0 15720 441249 0 66132 3 0 1 0 0 52319 4680 527748 369918 954665 PERSONAL ASSISTANCE SERVICES 624120 29544170 29544170 INDEPENDENT LIVING SERVICES 624120 163531 163531 BENEFITS SERVICES 624120 121070 121070 EMPLOYMENT SERVICES 561311 63079 63079 OTHER PROGRAM SERVICES 900099 57488 53500 3988 29949338 1870 1870 232204 545087 -312883 -312883 -312883 2990 4680 7054 -4064 -4064 278469 86212 192257 192257 30781183 30137607 -308895 -2194 291600 291600 381940 125356 179022 77562 24503528 23321065 1074365 108098 278465 212903 61983 3579 1450414 1077242 340430 32742 2399269 2262511 119963 16795 105871 105871 450 450 412975 165914 246446 615 134476 38091 96385 450144 425480 21635 3029 176533 132400 26480 17653 513886 310855 191182 11849 182820 172399 9141 1280 70206 35367 34591 248 37039 37039 389136 208324 172871 7941 178229 133672 26734 17823 BAD DEBT 65023 65000 23 BOOKS AND SUBSCRIPTIONS 49966 47118 2498 350 LICENSES AND FEES 28385 28385 MEMBERSHIP DUES 28308 26695 1415 198 43957 38129 5828 32172620 29089069 2687404 396147 3370564 2359144 804923 850280 2480748 1096484 145387 143189 307477 305747 126038 98393 9959311 2604680 7725870 7354631 4287 4961 -76114 177611 149512 119448 1337189 15186239 13699530 1900086 1773121 102088 14211 7760000 7760000 192773 292797 9954947 9840129 X 5056498 1517875 174794 2341526 5231292 3859401 15186239 13699530 X -1391437 649 18897 X 0 1 X 1 1 1 X 1233972 1579251 1216481 1212669 954665 6197038 31708915 32927337 33524548 33213870 30227807 161602477 47761 63858 66739 73428 2990 254776 32990648 34570446 34807768 34499967 31185462 168054291 0 0 0 168054291 556552 497759 381394 3060 1870 1440635 556552 497759 381394 3060 1870 1440635 8046 8046 34650 185980 71353 88728 380711 33581850 35254185 35268561 34591755 31187332 169883683 0.98920 0.74700 0.00850 0.01100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1218000 1218000 6491397 942956 5548441 7684 1280 6404 1946396 1538020 408376 295834 122424 173410 7354631 DEFERRED TAX ASSET 46932 DUE FROM INDEPENDENCEFIRST FOUNDATION, INC. 1225000 CASH SURRENDER VALUE OF LIFE INSURANCE 65257 1337189 INTEREST RATE SWAP INSTRUMENT 217438 INVESTMENT IN IM DESIGN CONSORTIUM, LLC 75359 292797 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 217934 0 0 0 0 0 16545 0 27978 0 262457 0 0 0 JULIE SCHULZ FAMILY MEMBER OF LEE SCHULZ, PRESIDENT/CEO 55313 EMPLOYMENT ARRANGEMENT 0 FORM 990, PART VI, SECTION B, LINE 11 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: LOSS ON INTEREST RATE SWAP INSTRUMENT -24,665. CHANGE IN PROVISION FOR UNRELATED BUSINESS INCOME TAXES 43,562. 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 754 -75359 1 1 0.65000 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 INDEPENDENCEFIRST FOUNDATION INC B 291600 FACE AMOUNT INDEPENDENCEFIRST FOUNDATION INC Q 208085 ACTUAL COST