2015-11-12T15:10:44-06:00 2014-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2014-01-01 391086966 INDIANHEAD COMMUNITY ACTION AGENCY INCORPORATED INDI 7155324222 1000 COLLEGE AVENUE WEST PO BOX 40 LADYSMITH WI 54848 PAMELA GUTHMAN CHIEF EXECUTIVE OFFICER 7155324222 2015-11-03 1 AMANDA VANNATTA P00948755 6082741980 2015-11-03 2014 2016-02-25 16:41:14Z PAMELA GUTHMAN 1000 COLLEGE AVENUE WEST PO BOX 40 LADYSMITH WI 54848 12962188 0 X WWW.INDIANHEADCAA.ORG X 1966 WI TO ASSIST INDIVIDUALS ACHIEVE SELF-SUFFICIENCY BY PROVIDING RESOURCES, EDUCATION & SERVICES. 22 22 553 1886 0 0 9925679 9124489 5323778 3812918 -308862 5750 14375 57 14954970 12943214 1127318 204340 0 0 9165906 7892394 0 0 604 5361321 5753679 15654545 13850413 -699575 -907199 15866649 14768561 5674402 5483513 10192247 9285048 X THE MISSION OF INDIANHEAD COMMUNITY ACTION AGENCY, INCORPORATED IS TO ASSIST INDIVIDUALS IN ACHIEVING SELF-SUFFICIENCY BY PROVIDING THE RESOURCES, EDUCATION AND SERVICES NECESSARY TO DEVELOP HEALTHY FAMILIES, SUSTAINABLE COMMUNITIES AND STRONG LOCAL BUSINESSES.INDIANHEAD COMMUNITY ACTION AGENCY, INCORPORATED IS THE RECOGNIZED LEADER FOR ENDING POVERTY AND CREATING SUSTAINABLE COMMUNITIES THROUGH SELF-SUFFICIENCY IN WISCONSIN'S RURAL AREAS. 0 0 4740924 0 626467 ENERGY AND HOUSING PROGRAMS:WEATHERIZATION - WEATHERIZATION SERVICES ARE PROVIDED USING THE MOST ADVANCED TECHNOLOGIES AND TESTING PROTOCOLS AVAILABLE IN THE HOUSING INDUSTRY. THE ENERGY CONSERVATION RESULTING FROM THE EFFORTS OF THE WEATHERIZATION PROGRAM DECREASES THE COST OF ENERGY FOR FAMILIES IN NEED WHILE IMPROVING THE HEALTH AND SAFETY OF THEIR HOMES. WEATHERIZATION SERVICES INCLUDE: ATTIC AND SIDEWALL INSULATION, FURNACE REPAIR OR REPLACEMENT, WATER HEATER INSULATION, AIR LEAKAGE REDUCTION WITH THE AID OF INFRARED CAMERAS, DIAGNOSTIC AND SAFETY INSPECTIONS.THE PURPOSE OF THE HOMEBUYER AND REHABILITATION PROGRAM IS TO CONSERVE, REHABILITATE, AND IMPROVE RESIDENTIAL PROPERTY OWNED AND OCCUPIED BY LOW AND MODERATE INCOME RESIDENTS. IN ADDITION, THIS PROGRAM ALSO PROVIDES DOWN PAYMENT AND CLOSING COST ASSISTANCE TO QUALIFIED HOUSEHOLDS WANTING TO PURCHASE A HOME.RENTAL HOUSING DEVELOPMENT - THIS PROGRAM IS DESIGNED TO ASSIST AFFORDABLE HOUSING DEVELOPMENT OPPORTUNITIES FOR LOW INCOME HOUSEHOLDS. THROUGH THIS PROGRAM, THE ORGANIZATION CONSTRUCTS AFFORDABLE HOUSING FOR COMMUNITIES SERVED BY THE AGENCY. THIS PROGRAM WAS INITIATED IN 1999 AND SINCE THAT TIME 104 UNITS OF AFFORDABLE HOUSING HAVE BEEN DEVELOPED. NEIGHBORHOOD STABILIZATION PROGRAM - THIS PROGRAM WORKS TO STABILIZE COMMUNITIES THAT HAVE SUFFERED FROM FORECLOSURES AND ABANDONMENT. THE ORGANIZATION PURCHASES FORECLOSED AND ABANDONED HOMES WITH THE GOAL OF REDEVELOPMENT THROUGH RENT OR RESALE. 3635595 0 29253 EDUCATION PROGRAMS:HEAD START IS A COMPREHENSIVE CHILD DEVELOPMENT PROGRAM THAT SERVES CHILDREN FROM LOW-INCOME FAMILIES, AGES 3-5, INCLUDING CHILDREN WITH DISABILITIES. CHILDREN WHO ATTEND HEAD START PARTICIPATE IN A VARIETY OF EDUCATIONAL ACTIVITIES DESIGNED TO FOSTER LEARNING, AND SOCIAL/EMOTIONAL AND PHYSICAL DEVELOPMENT. THE CLASSROOMS ARE EQUIPPED FOR "HANDS ON" LEARNING AND TEACHERS FOLLOW AND AGE APPROPRIATE CURRICULUM. NUTRITION AND HEALTH ARE ALSO AN IMPORTANT PART OF THE HEAD START EXPERIENCE. 2837131 0 2826284 HEALTH SERVICES:HOME HEALTH/HOME SERVICES EXISTS TO PROVIDE IN-HOME ASSISTANCE BE IT GENERAL HOUSEKEEPING OR HOME MAINTENANCE TASKS, RESPITE CARE, PERSONAL CARE OR SKILLED NURSING. HOME HEALTH/HOME SERVICES HAS BEEN SERVING CLIENTS THROUGHOUT NORTHWESTERN WISCONSIN FOR OVER 25 YEARS THROUGH REGISTERED NURSES WHO SUPERVISE THE IN-HOME CAREGIVERS. CARE GIVEN RANGE FROM GENERAL HOUSEKEEPING SUCH AS WEEKLY OR SEMI-MONTHLY HOUSE CLEANING TO ALL DAY-EVERY DAY PERSONAL CARE, TO CLEARING OFFICES. COMMON NEEDS ARE ASSISTANCE WITH BATHING, MEAL PREPARATION AND BEDTIME CARES. CARES CAN BE PROVIDED ON A SHORT OR LONG TERM BASIS ACCORDING TO CLIENT NEEDS. 1494953 204340 173290 OTHER LOW-INCOME PROGRAMS: THE ORGANIZATION PROVIDES OTHER GENERAL PROGRAMS TO LOW INCOME INDIVIDUALS. 62953 0 0 JOB AND BUSINESS DEVELOPMENT: TO PROMOTE, ENCOURAGE, AND ASSIST IN THE DEVELOPMENT OF ENTREPRENEURIAL OPPORTUNITIES. THE PRIMARY FOCUS OF THE PROGRAM IS TO HELP LOW INCOME ENTREPRENEURS START NEW BUSINESS AND ALSO TO PROVIDE BUSINESS DEVELOPMENT SERVICES TO ENTREPRENEURS TO PRESERVE OR INCREASE JOBS AT EXISTING QUALIFYING BUSINESSES. 47385 0 157624 TRANSPORTATION PROGRAMS: THE TRANSIT SERVICE PROGRAM PROVIDES RADIO-DISPATCHED, DEMAND RESPONSE, DOOR-TO-DOOR TRANSPORTATION SERVICES USING A COMBINATION OF CITY, COUNTY, FEDERAL, AND STATE FUNDING SOURCES. 1605291 204340 330914 12818941 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 87 0 1 553 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X ROBYN WIEMER 7155324222 1000 COLLEGE AVENUE WEST PO BOX 40 LADYSMITH WI 54848 NELS BECKMAN BOARD MEMBER 1.00 X 0 0 0 ALICE BENZSCHAWEL BOARD MEMBER 1.00 X 0 0 0 TIM BRABEC BOARD MEMBER (THRU FEBRUARY) 1.00 X 0 0 0 MYRON BROOKS BOARD MEMBER 1.00 X 0 0 0 EMMETT BYRNE BOARD MEMBER 1.00 X 0 0 0 PEGGY CARLSON BOARD MEMBER 1.00 X 0 0 0 MARY FLEMING BOARD MEMBER 1.00 X 0 0 0 LORRAINE FLOHR BOARD MEMBER (THRU JUNE) 1.00 X 0 0 0 KARL HUBER LEGAL REPRESENTATIVE 1.00 X 0 0 0 MARY JOSLIN POLICY COUNCIL REPRESENTATIVE 1.00 X 0 0 0 LACII KAUTZER BOARD MEMBER (THRU JUNE) 1.00 X 0 0 0 ARIAN KNOPS BOARD MEMBER (THRU FEBRUARY) 1.00 X 0 0 0 DARRIN KRAJENKA BOARD MEMBER 1.00 X 0 0 0 PHILIP LINDEMAN EARLY CHILDHOOD REPRESENTATIVE 1.00 X 0 0 0 CHRISTINE NEWKIRK BOARD MEMBER 1.00 X 0 0 0 CAROL SCHLEETER BOARD MEMBER (THRU AUGUST) 1.00 X 0 0 0 GINA TIMM BOARD MEMBER 1.00 X 0 0 0 KEITH TREMBATH BOARD MEMBER 1.00 X 0 0 0 JOE WAICHULIS BOARD MEMBER 1.00 X 0 0 0 JOHN WILL BOARD MEMBER 1.00 X 0 0 0 DAVE WILLINGHAM BOARD MEMBER 1.00 X 0 0 0 ELDON SKOGEN CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 CARSTEN ENDRESEN 1ST VICE CHAIRMAN 1.00 X X 0 0 0 WAYNE LATO 2ND VICE CHAIRMAN 1.00 X X 0 0 0 BILL VOIGHT 3RD VICE CHAIRMAN 1.00 X X 0 0 0 KRISTY LECKEL TREASURER 1.00 X X 0 0 0 SYLVIA OBERLE SECRETARY 1.00 X X 0 0 0 PAMELA GUTHMAN CHIEF EXECUTIVE OFFICER 40.00 1.00 X 98631 0 21927 ROBYN WIEMER ACCOUNTANT 40.00 1.00 X 49376 0 24689 148007 0 46616 0 0 0 0 0 6819466 2305023 972895 9124489 HEALTH SERVICES REVENUE 621610 2826284 2826284 ENERGY & HOUSING PROGRAMS REVENUE 624200 626467 626467 OTHER LOW-INCOME PROGRAMS REVENUE 624100 173290 173290 TRANSPORTATION PROGRAMS REVENUE 480000 157624 157624 EDUCATION PROGRAMS REVENUE 624410 29253 29253 3812918 24724 24724 18974 -18974 -18974 -18974 57 57 57 12943214 3812918 0 5807 204340 204340 194623 194623 6078117 5645657 432460 792945 705939 87006 826709 767266 59443 25229 23281 1948 57000 7029 49971 566813 549676 17097 40 42129 39333 2796 400934 367524 33410 33707 20012 13695 674387 628514 45873 420838 402842 17996 85951 58243 27708 195845 195845 829248 829248 251020 235640 14816 564 MATERIALS & SUPPLIES 1134897 1115884 19013 INKIND SUPPLIES 768555 768555 EQUIPMENT MAINTENANCE 74458 74458 BAD DEBT EXPENSE 74028 74028 118640 105627 13013 13850413 12818941 1030868 604 817159 64872 210944 149817 947755 752669 807906 1087277 334173 410634 908939 974096 48352 189179 16072372 6810614 10022649 9261758 1659501 1709715 109271 168544 15866649 14768561 1164354 914870 285332 461450 4163423 4044404 61293 62789 5674402 5483513 X 8410484 7627003 1781763 1658045 10192247 9285048 15866649 14768561 -907199 0 X 0 1 X 1 1 1 X 21149719 18122944 13456739 9925679 9124489 71779570 21149719 18122944 13456739 9925679 9124489 71779570 71779570 4251 6369 3835 17596 24724 56775 71836345 17534450 0.99920 0.99960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1781763 -1781763 1801643 131711 151591 1781763 1842929 39040 80326 1801643 0.00000 0.00000 0.00000 672801 672801 12801447 4812067 7989380 669465 424107 245358 1928659 1574440 354219 9261758 RESIDENTIAL HOUSING LOANS RECEIVABLE, NET 1709715 F 1709715 DEPOSITS 54253 DUE TO INDIANHEAD COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION, INC. 8536 62789 X 12979125 16937 16937 12962188 -18974 -18974 12943214 13886324 16937 18974 35911 13850413 0 13850413 PART V, LINE 4: IN 2012 AND 2013, SCHEDULE D, PART V REPORTED INFORMATION ON THE ORGANIZATION'S TEMPORARILY RESTRICTED NET ASSETS. HOWEVER, UPON REVIEW THESE TEMPORARILY RESTRICTED NET ASSETS DO NOT MEET THE DEFINITION OF ENDOWMENT FUNDS PER SFAS 117 (ASC 958-210 AND 958-225) AND THEREFORE INFORMATION WILL NO LONGER BE REPORTED ON THESE NET ASSETS GOING FORWARD. PART X, LINE 2: THE ORGANIZATIONS ARE REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATIONS HAVE DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR THE YEARS ENDED 2011 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL -18,974. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL 18,974. 1 FOOD ASSISTANCE 3979 0 204340 USDA PRICE/POUND COMMODITY FOOD DISTRIBUTED PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH COMPLIANCE WITH FEDERAL REGULATIONS OF FUNDING SOURCES. X 1 204340 USDA PRICE/POUND X RESOURCE DONATIONS 15371 768555 COST OF DONATED PROP 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS FOR RESOURCE DONATIONS IS ESTIMATED AT $50 PER DONATION. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A WRITTEN CONFLICT OF INTEREST POLICY IS INCLUDED IN ANNUAL EMPLOYEE/DIRECTOR SIGN-OFF DOCUMENT. VIOLATIONS MAY RESULT IN DISMISSAL FROM EMPLOYMENT. ANY DIRECTOR WITH A PERCEIVED OR ACTUAL CONFLICT OF INTEREST WILL BE RECUSED FROM DISCUSSION AND VOTING ON THE MATTER TO WHICH THE CONFLICT RELATES. FORM 990, PART VI, SECTION B, LINE 15 EVERY THREE YEARS THE ORGANIZATION SENDS OUT A SALARY SURVEY TO OTHER SIMILAR AGENCIES AND ALSO AGENCIES SIMILAR IN GEOGRAPHICAL RELATIONSHIP. THE ORGANIZATION DETERMINES SALARY BASED ON A RANGE DEPENDING ON EXPERIENCE AND CERTIFICATIONS. A WAGE STUDY WAS COMPLETED IN 2012. THE EXECUTIVE/PERSONNEL COMMITTEE THEN APPROVES ALL COMPENSATION DECISIONS AND ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. INDIANHEAD INFORMATION SERVICES LLC 1000 COLLEGE AVENUE WEST LADYSMITH WI 54848 273427633 IT SERVICES TO RURAL WISCONSIN WI 5373 22811 INDIANHEAD COMMUNITY ACTION AGENCY INCORPORATED NORTHERN RENEWABLE ENERGY SYSTEMS LLC 1000 COLLEGE AVENUE WEST LADYSMITH WI 54848 450665351 BRING ALTERNATIVES TO EXISTING ENERGY USAGE WI 475005 -43276 INDIANHEAD COMMUNITY ACTION AGENCY INCORPORATED INDIANHEAD HOLDINGS LLC 1000 COLLEGE AVENUE WEST LADYSMITH WI 54848 275369680 REAL ESTATE/RENTAL PROPERTY WI 0 0 INDIANHEAD COMMUNITY ACTION AGENCY INCORPORATED INDIANHEAD COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION INC 209 EAST 3RD STREET SOUTH LADYSMITH WI 54848 272403929 CONSUMER LENDING WI INDIANHEAD COMMUNITY ACTION AGENCY INCORPORATED C 2954 -528 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0