2015-11-12T13:44:12-06:00 2014-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 500 MIDLAND COURT PO BOX 8130 JANESVILLE WI 535478130 990 2014-01-01 391969834 INNOVATIVE SERVICES INC INNO 9204310962 445 S MADISON STREET GREEN BAY WI 54301 SCOTT JAEGER SECRETARY 9203605544 2015-11-10 1 DAVID C DRAKE CPA P00074572 6087525835 2015-11-10 2014 2016-02-25 16:41:14Z SCOTT JAEGER 445 S MADISON STREET GREEN BAY WI 54301 24154556 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. 4 4 1862 4 0 0 0 0 22592270 24154556 27327 0 0 0 22619597 24154556 0 0 0 0 16100252 16978373 0 0 0 5888610 6608874 21988862 23587247 630735 567309 4339587 5203459 3059357 3355920 1280230 1847539 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 8781231 10474618 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 138 CLIENTS. 5105391 5883650 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 111 CLIENTS. 2378073 2740582 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 510 CLIENTS. 4412314 5055706 SUPPLEMENTAL SUPPORT SERVICES PROVIDES ON-CALL SUPPORT TO CONSUMERS IN NEED AS WELL AS POSITIVE BEHAVIOR PLANNING FOR CAREGIVERS SERVING INDIVIDUALS WITH CHALLENING BEHAVIORS. SERVICE IS PROVIDED TO CONSUMERS, WITH A BROAD SPECTRUM OF CHALLENGES, BEING SERVED BY INNOVATIVE SERVICES, OTHER CORPORATE PROVIDERS OR IN A TRADITIONAL FAMILY HOME. ON-CALL SUPPORT RESPONDS TO ANY SITUATION THAT MAY CAUSE AN UNSAFE ENVIRONMENT FOR THE CONSUMER OR FOR OTHERS AROUND THEM. TEAM MEMBERS PROVIDE ASSISTANCE IN MANAGING THE SITUATION ON-SITE BUT MAY TEMPORARILY RELOCATE INDIVIDUALS TO ENSURE THE WELLBEING OF ALL INVOLVED. DURING THE YEAR, THE ORGANIZATION PROVIDED CARE FOR 45 CLIENTS. 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 275 CLIENTS. 4412314 5055706 20677009 1 0 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 0 1 1 1 0 0 1 151 0 1 1862 1 0 0 0 0 0 0 0 0 X 4 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 X 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 0 0 0 0 0 0 0 CAMBRIDGE MANAGEMENT INITIATIVE INC 1280 HENDERSONVILLE ROAD ASHEVILLE NC 28803 MANAGEMENT SERVICES 956984 LINKED LLC PO BOX 116 PITTSVILLE WI 54466 CONSULTING SERVICES 240220 2 RESIDENTIAL SERVICES 623000 21083919 21083919 YOUTH/FAMILY SERVICES 624100 1271047 1271047 VOCATIONAL SERVICES 624310 795255 795255 COMPREHENSIVE COMMUNITY SERVICES 624200 618583 618583 OTHER PROGRAM REVENUE 623000 385752 385752 24154556 24154556 24154556 0 0 13774369 12454008 1320361 2149798 1904918 244880 1054206 934123 120083 734309 612267 122042 132732 123844 8888 1923485 1559268 364217 538290 480160 58130 357665 140415 217250 211096 190334 20762 300363 241385 58978 294825 266869 27956 SUPPLIES 641687 444314 197373 CLIENT PROGRAM EXPENSE 429873 429873 REPAIRS & MAINTENANCE 387243 387243 TELEPHONE/CABLE 376968 275576 101392 280338 232412 47926 23587247 20677009 2910238 0 330375 171859 1512002 2502940 453561 432650 3922110 1826100 2043649 2096010 4339587 5203459 1029880 1185550 2029477 2170370 3059357 3355920 X 1280230 1847539 1280230 1847539 4339587 5203459 567309 0 X X 0 1 X 1 1 1 X 21225422 24378402 22396386 22619597 24154556 114774363 21225422 24378402 22396386 22619597 24154556 114774363 0 0 0 114774363 37 37 37 37 21225459 24378402 22396386 22619597 24154556 114774400 1.00000 0.99990 0.00000 0.00010 X 175466 175466 1584534 500059 1084475 156686 65232 91454 369929 272762 97167 1635495 988047 647448 2096010 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. CAMBRIDGE SERVICES INC PO BOX 1155 ARDEN NC 28704 742566411 MANAGEMENT TN 501C3 LINE 9 FOUNDATION FOR THE ELDERLY INC EIN 76-0273756 0 COMMUNITY HOMES INC 445 S MADISON ST GREEN BAY WI 54301 391961975 ADMINISTRATIVE SERVICES WI 501C3 LINE 9 FOUNDATION FOR THE ELDERLY INC EIN 76-0273756 0 FOUNDATION FOR THE ELDERLY INC PO BOX 1155 ARDEN NC 28704 760273756 MANAGEMENT TN 501C3 LINE 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 COMMUNITY HOMES INC L 29729 MANAGEMENT SERVICES AGREEMENT CAMBRIDGE SERVICES INC M 532000 MANAGEMENT SERVICES AGREEMENT