2015-05-11T12:04:49-07:00 2014-12-31 Ritz Holman LLP 330 E Kilbourn Ste 550 Milwaukee WI 532023144 990 2014-01-01 391343425 INDEPENDENCEFIRST INC INDE 4142917520 540 S 1ST STREET MILWAUKEE WI 53204 LEE SCHULZ CEO/President 2015-05-11 true ANDREW C HOLMAN P00014720 4142711451 2014 2016-02-25 16:41:14Z John Schmid 540 S 1st St Milwaukee WI 532041605 34889713 false false X www.independencefirst.org X 1979 WI To effectively facilitate empowerment of individuals with disabilities through education advocacy, independent living services, and coalition building. 15 15 2400 131 -15624 -19954 1216481 1212669 33428087 32940465 374955 3178 117031 267774 35136554 34424086 15290378 194400 0 31750852 31465364 0 405539 2910232 3043680 49951462 34703444 -14814908 -279358 15525727 15186239 9866270 9954947 5659457 5231292 X To effectively facilitate empowerment of individuals with disabilities through education advocacy, independent living services, and coalition building. false false 27920282 Personal Assistance Service Program - This program's purpose is to assist persons with disabilities to remain independent in the community rather than be forced to move into an institutional setting. 1559243 Independent Living Services Program - This program's main purpose is to provide persons with disabilities with education and training to increase their ability to live independently in the community. 703227 Other Programs - AODA Services, building rental, and other services. 1373493 194400 31556245 true true false true false false false false false false true false false false true true false true false false false false false false true false false true false true false false false false false false false false false true false false false false false false true false false false false true 19 0 true 2400 true true true false false false false false false 0 false false false false false false false false false false X 15 15 false true false false false false false true true false false true true true true true true true true true false WI X WENDY HUOT 4142917520 540 S 1st St MILWAUKEE WI 532041605 Paul Wierzba Treasurer 3.00 0.00 X X 0 0 0 Felisa Parris Director 1.00 0.00 X 0 0 0 MARTHA VALERIO Director 1.00 0.00 X 0 0 0 THOMAS GOULET Director 1.00 0.00 X 0 0 0 Judy Murphy VICE CHAIR 3.00 0.00 X X 0 0 0 Robert Davis Director 1.00 0.00 X 1 0 0 JOHN LAUBER Director 1.00 0.00 X 0 0 0 MICHAEL LIPSCOMB Director 1.00 0.00 X 0 0 0 LEEZA ONG Director 1.00 0.00 X 0 0 0 RON JODAT Director 1.00 0.00 X 0 0 0 Gwen Jackson Director 1.00 0.00 X 0 0 0 Dean Muller Director 1.00 0.00 X 0 0 0 JERRY MCCLOSKEY Director 1.00 0.00 X 0 0 0 John Schmid Chair 3.00 0.00 X X 0 0 0 Judi Wisla Secretary 1.00 0.00 X X 0 0 0 LEE SCHULZ CEO/President 40.00 0.00 X 357890 0 47806 Wendy Huot Dir of Finance 40.00 0.00 X 112692 0 3820 470583 51626 2 false true false 0 55684 658318 498667 1212669 Entrepreneurial & Consult 900099 14519 10999 3520 Personal Assistance 624100 32580934 32580934 Program Service Fees 900099 345012 345012 32940465 3040 -20 3060 0 0 269344 288488 -19144 -19144 -19144 950 812 138 138 138 73428 63455 9973 9973 0 311062 112872 198190 198190 miscellaneous 900099 78755 78755 78755 34424086 33213870 -15624 13171 194400 194400 0 0 0 370452 347114 20004 3334 0 26696377 25014505 1441604 240268 450614 422225 24333 4056 1168548 1094929 63102 10517 2779373 2604273 150086 25014 0 96058 95949 109 51500 51500 25 25 0 0 606884 425309 172835 8740 126465 41501 84964 428576 401576 23143 3857 29417 29417 0 335372 143874 184455 7043 176551 165428 9534 1589 0 0 171790 73698 94485 3607 0 451234 193579 248179 9476 162845 152586 8794 1465 BAD DEBT 146208 8794 137414 BOOKS AND SUBSCRIPTIONS 65384 61265 3531 588 Affiliation support 37967 37967 LICENSE AND FEES 33180 24183 8742 255 124224 119622 3945 657 34703444 31556245 2741660 405539 2493793 3370564 745519 862206 0 3199089 2480748 0 0 156260 145387 347878 307477 160341 126038 9897409 2171539 8123406 7725870 3219 4287 0 -76094 -76114 199656 177611 172660 62165 15525727 15186239 1755996 1900086 187010 102088 7760000 7760000 163264 192773 9866270 9954947 X 5561330 5056498 98127 174794 5659457 5231292 15525727 15186239 -279358 -148807 X false true X true true true X 2046094 1233972 1579251 1216481 1212669 7288467 0 0 2046094 1233972 1579251 1216481 1212669 7288467 0 7288467 603973 556552 479863 374955 3040 2018383 -7134 8046 -19954 -19042 88857 34650 185980 71353 88728 469568 9757376 161999318 0.74700 0.59390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 25 25 25 5 1 24 20 false 6787 501 7068 5 14361 21542 33934 2507 35342 25 71808 1697 125 1767 1 3590 5385 25 25 1218000 1218000 3166544 255979 2910565 3576038 496303 3079735 60399 47200 13199 1876428 1372057 504371 7725870 IM Design -76114 C SWAP PRODUCT 192773 192773 X Part X : FIN48 Footnote The Organization is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and is classified as other than a private foundation. However, income from certain activities (primarily rental income on debt financed property) not directly related to the Organizations tax-exempt purpose is subject to taxation as unrelated business income. As of December 31, 2014, the Organization had a cumulative unrelated business net operating loss of approximately $22,467. The Organization has determined that it is likely that the net operating loss will be realized and, therefore, has recognized a deferred tax asset $3,370.Management has reviewed all tax positions recognized in previously filed tax returns in the U.S. federal and state jurisdictions and those expected to be taken in future tax returns. As of December 31, 2014, the Organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The Organization does not anticipate any significant changes to unrecognized income tax benefits over the next year. The Organization is currently not under audit by any federal or state taxing authority and is no longer subject to tax examinations by the U.S. federal jurisdiction for years prior to 2011 and the state jurisdiction for years prior to 2010. false NIGHT FOR INDEPENDENCE 60647 60647 52272 Stride&Glide 12781 12781 11183 73428 73428 63455 63455 9973 true INDEPENDENCE FIRST FOUNDATION 540 S 1ST STREET MILWAUKEE WI 53204 462941274 501(c)(3) 194400 0 FMV N/A Building Reserve Fund 0 1 Grantmaker's Description of How Grants are Used The Organization maintains the records for IndependenceFirst Foundation, Inc. and monitors internal controls over the use of funds provided. X X X false false false false false false false true false false LEE SCHULZ CEO/President 198772 25000 134118 15773 32033 405696 90000 Part I, Line 7: Non-Fixed payments not listed above The organization paid the CEO/President a $25,000 bonus in 2014. The bonus was based on the performance of 2014 goals, which had been approved by the executive committee of the board. JULIE SCHULZ DIRECTOR 49089 SALARY false Schedule L, Part V Supplemental Information 990 Part IV 28b) The CEO/President of the organization is married to the director of the mobility store. Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: Other Programs - AODA Services, building rental, and other services. OTHER PROGRAM SERVICES 5: Wisloan and Telework - Both programs make loans to Wisconsin residents with disabilities. Wisloan is for assistive technology and home modifications. Telework is for computers and other equipment enabling the ability to work from home. OTHER PROGRAM SERVICES 6: The Organization provided support to IndependenceFirst Foundation, Inc. In the current and future periods, the IndependenceFirst Foundation, Inc. will provide operating support to IndependenceFirst, Inc.'s mission. OTHER PROGRAM SERVICES 7: The Mobility Store provides a wide variety of high quality, refurbished durable medical equipment to the community at reduced pricing. Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company The building includes space used by IndependenceFirst as well as another organization. A management company is under contract to provide building services. Form 990, Part VI, Line 11b: Form 990 Review Process The board of directors reviews the Form 990 prior to filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Board members are required to disclose potential conflicts of interest. Other members of the board or committee determine if a conflict exists. When this occurs the board member with a conflict of interest is asked to leave during the discussion and vote. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The Executive Committee (comprised of officers of the B.O.D.) review and determine the CEO/President's compensation annually. Salary guides are reviewed. Also, there are goals related to the agency's financial and program performance that are reviewed. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees All employees are reviewed annually by their immediate supervisor. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available All of these documents are available upon request. The annual report is available on the organization's website. The 990 is available on Guidestar's website. IndependenceFirst Foundation Inc 540 S 1st Stree Milwaukee WI 53204 462941274 support IndependenceFirst, Inc. WI 501(c)(3) 170(b)(1)(A)(VI) N/A false IM Design Consortium LLC 540 S 1st St Milwaukee WI 532041605 261699342 Disability Products WI Yes RELATED -20 -76114 true true 0.65000 false true true false false false false false false false false false false true true false false false false IndependenceFirst Foundation Inc b 194400 FMV IndependenceFirst Foundation Inc c 287284 FMV