INDEPENDENCE FIRST INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENCE FIRST INC (EIN 39-1343425)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-08
- IRS object ID
- 201401899349300400
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-08T04:58:40-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ritz Holman LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E Kilbourn Ste 550 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532023144 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391343425 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENCEFIRST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDE | BusinessNameControlTxt |
| Phone | 4142917520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 S 1ST STREET | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53204 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wendy Huot | PersonNm |
| Person Title | Dir of Finance | PersonTitleTxt |
| Signature | 2014-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW C HOLMAN | PreparerPersonNm |
| PTIN | P00014720 | PTIN |
| Phone | 4142711451 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEE SCHULZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 S 1st St | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532041605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,662,041 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.independencefirst.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | To effectively facilitate empowerment of individuals with disabilities through education advocacy, independent living services, and coalition building. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 2413 | TotalEmployeeCnt |
| Total Volunteers | 182 | TotalVolunteersCnt |
| Total Gross UBI | $11,777 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,579,251 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,216,481 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,730,549 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,428,087 | CYProgramServiceRevenueAmt |
| PY Investment Income | $529,529 | PYInvestmentIncomeAmt |
| CY Investment Income | $374,955 | CYInvestmentIncomeAmt |
| PY Other Revenue | $179,206 | PYOtherRevenueAmt |
| CY Other Revenue | $117,031 | CYOtherRevenueAmt |
| PY Total Revenue | $35,018,535 | PYTotalRevenueAmt |
| CY Total Revenue | $35,136,554 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,610 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,290,378 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,118,591 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,750,852 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $424,027 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,071,244 | PYOtherExpensesAmt |
| CY Other Expenses | $2,910,232 | CYOtherExpensesAmt |
| PY Total Expenses | $34,228,445 | PYTotalExpensesAmt |
| CY Total Expenses | $49,951,462 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $790,090 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$14,814,908 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,631,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,525,727 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,442,565 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,866,270 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,189,086 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,659,457 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To effectively facilitate empowerment of individuals with disabilities through education advocacy, independent living services, and coalition building. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $28,350,910 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,132,484 | ExpenseAmt |
| Grant | $15,132,484 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,558,163 | ExpenseAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,201,902 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $47,243,459 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2413 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY HUOT | PersonNm |
| Phone | 4142917520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 S 1st St | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532041605 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Paul Wierzba | |||||||
| Secretary | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Felisa Parris | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARTHA VALERIO | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Robert Davis | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS GOULET | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Judy Murphy | |||||||
| VICE CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jeremiah Swisher | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Burger | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Frank Gedelman | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Chris McConville | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Craig Cooper | |||||||
| Treasurer | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RON JODAT | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gwen Jackson | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dean Muller | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Noreen Ryan | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY MCCLOSKEY | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| John Schmid | |||||||
| Chair | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Judi Wisla | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LEE SCHULZ | |||||||
| CEO/President | 40.00 | 0.00 | Yes (X) | $209,617 | $0 | $48,176 | |
| Wendy Huot | |||||||
| Dir of Finance | 40.00 | 0.00 | Yes (X) | $104,565 | $0 | $5,360 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $314,182 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $53,536 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $59,014 | FederatedCampaignsAmt |
| Government Grants | $596,170 | GovernmentGrantsAmt |
| All Other Contributions | $561,297 | AllOtherContributionsAmt |
| Total Contributions | $1,216,481 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Entrepreneurial & Consult | 900099 | $13,021 | $9,748 | $3,273 |
| Personal Assistance | 624100 | $33,042,065 | $33,042,065 | |
| Program Service Fees | 900099 | $373,001 | $373,001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,428,087 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $374,955 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$6,439 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $381,394 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $252,560 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $244,056 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,504 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,504 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $8,504 | UnrelatedBusinessRevenueAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $66,739 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $64,385 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,354 | TotalRevenueColumnAmt |
| Exclusion | $2,354 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $254,220 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $217,046 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,174 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,174 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $68,999 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,999 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $68,999 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,136,554 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,524,548 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,777 | UnrelatedBusinessRevenueAmt |
| Exclusion | $383,748 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,290,378 | TotalAmt |
| Program Services | $15,290,378 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,718 | TotalAmt |
| Program Services | $348,597 | ProgramServicesAmt |
| Management And General | $15,444 | ManagementAndGeneralAmt |
| Fundraising | $3,677 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,884,082 | TotalAmt |
| Program Services | $25,486,110 | ProgramServicesAmt |
| Management And General | $1,129,131 | ManagementAndGeneralAmt |
| Fundraising | $268,841 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,952 | TotalAmt |
| Program Services | $335,546 | ProgramServicesAmt |
| Management And General | $14,866 | ManagementAndGeneralAmt |
| Fundraising | $3,540 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,315,526 | TotalAmt |
| Program Services | $1,247,119 | ProgramServicesAmt |
| Management And General | $55,252 | ManagementAndGeneralAmt |
| Fundraising | $13,155 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,829,574 | TotalAmt |
| Program Services | $2,682,436 | ProgramServicesAmt |
| Management And General | $118,842 | ManagementAndGeneralAmt |
| Fundraising | $28,296 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,772 | TotalAmt |
| Management And General | $33,772 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,250 | TotalAmt |
| Management And General | $48,250 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,342 | TotalAmt |
| Management And General | $35,342 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,234 | TotalAmt |
| Program Services | $7,995 | ProgramServicesAmt |
| Management And General | $20,239 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,634 | TotalAmt |
| Program Services | $407,033 | ProgramServicesAmt |
| Management And General | $104,601 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,265 | TotalAmt |
| Program Services | $48,833 | ProgramServicesAmt |
| Fundraising | $74,432 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,170 | TotalAmt |
| Program Services | $328,169 | ProgramServicesAmt |
| Management And General | $14,539 | ManagementAndGeneralAmt |
| Fundraising | $3,462 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,185 | TotalAmt |
| Program Services | $47,185 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,736 | TotalAmt |
| Program Services | $165,821 | ProgramServicesAmt |
| Management And General | $210,066 | ManagementAndGeneralAmt |
| Fundraising | $8,849 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,645 | TotalAmt |
| Program Services | $164,616 | ProgramServicesAmt |
| Management And General | $7,293 | ManagementAndGeneralAmt |
| Fundraising | $1,736 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,771 | TotalAmt |
| Program Services | $15,959 | ProgramServicesAmt |
| Management And General | $101,127 | ManagementAndGeneralAmt |
| Fundraising | $3,685 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,584 | TotalAmt |
| Program Services | $145,398 | ProgramServicesAmt |
| Management And General | $268,475 | ManagementAndGeneralAmt |
| Fundraising | $10,711 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,678 | TotalAmt |
| Program Services | $147,583 | ProgramServicesAmt |
| Management And General | $6,538 | ManagementAndGeneralAmt |
| Fundraising | $1,557 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT | $187,230 | $103,812 | $83,418 | |
| LICENSE AND FEES | $58,551 | $47,904 | $10,142 | $505 |
| BOOKS AND SUBSCRIPTIONS | $56,779 | $53,826 | $2,385 | $568 |
| Affiliation support | $48,161 | $48,161 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,245 | TotalAmt |
| Program Services | $120,978 | ProgramServicesAmt |
| Management And General | $4,254 | ManagementAndGeneralAmt |
| Fundraising | $1,013 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,951,462 | TotalAmt |
| Program Services | $47,243,459 | ProgramServicesAmt |
| Management And General | $2,283,976 | ManagementAndGeneralAmt |
| Fundraising | $424,027 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,302,474 | BOYAmt |
| EOY | $2,493,793 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,356,272 | BOYAmt |
| EOY | $745,519 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,968,302 | BOYAmt |
| EOY | $3,199,089 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,467 | BOYAmt |
| EOY | $156,260 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,808 | BOYAmt |
| EOY | $347,878 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,430 | BOYAmt |
| EOY | $160,341 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,788,611 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,665,205 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,387,412 | BOYAmt |
| EOY | $8,123,406 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,333,196 | BOYAmt |
| EOY | $3,219 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,347,871 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$69,655 | BOYAmt |
| EOY | -$76,094 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,004 | BOYAmt |
| EOY | $199,656 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,070 | BOYAmt |
| EOY | $172,660 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,631,651 | BOYAmt |
| EOY | $15,525,727 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,688,110 | BOYAmt |
| EOY | $1,755,996 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,645 | BOYAmt |
| EOY | $187,010 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,600,000 | BOYAmt |
| EOY | $7,760,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,810 | BOYAmt |
| EOY | $163,264 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,442,565 | BOYAmt |
| EOY | $9,866,270 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,631,942 | BOYAmt |
| EOY | $5,561,330 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,557,144 | BOYAmt |
| EOY | $98,127 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,189,086 | BOYAmt |
| EOY | $5,659,457 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,631,651 | BOYAmt |
| EOY | $15,525,727 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$14,814,908 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $285,279 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,022,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,046,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,233,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,006,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,115,517 | CurrentTaxYearAmt |
| Total | $6,424,999 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,022,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,046,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,233,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,006,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,115,517 | CurrentTaxYearAmt |
| Total | $6,424,999 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,424,999 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $427,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $603,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $556,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $497,759 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $156,324 | CurrentTaxYearAmt |
| Total | $2,241,633 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $296,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,857 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $771,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $959,541 | CurrentTaxYearAmt |
| Total | $2,151,169 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,817,801 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $156,008,945 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,342 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,342 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,342 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,068 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,767 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $28,274 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $8,591 | CurrentYearMinus3Amt |
| Current Year Minus2 | $6,787 | CurrentYearMinus2Amt |
| Current Year Minus1 | $501 | CurrentYearMinus1Amt |
| Current Year | $7,068 | CurrentYearAmt |
| Total | $22,947 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $34,421 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $42,957 | CurrentYearMinus3Amt |
| Current Year Minus2 | $33,934 | CurrentYearMinus2Amt |
| Current Year Minus1 | $2,507 | CurrentYearMinus1Amt |
| Current Year | $35,342 | CurrentYearAmt |
| Total | $114,740 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $2,148 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,697 | CurrentYearMinus2Amt |
| Current Year Minus1 | $125 | CurrentYearMinus1Amt |
| Current Year | $1,767 | CurrentYearAmt |
| Total | $5,737 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $8,606 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,218,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,218,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,166,544 | OtherCostOrOtherBasisAmt |
| Depreciation | $164,261 | DepreciationAmt |
| Book Value | $3,002,283 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,576,038 | OtherCostOrOtherBasisAmt |
| Depreciation | $318,591 | DepreciationAmt |
| Book Value | $3,257,447 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,023 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,807 | DepreciationAmt |
| Book Value | $18,216 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,767,006 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,139,546 | DepreciationAmt |
| Book Value | $627,460 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,123,406 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IM Design | Desc |
| Book Value | -$76,094 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 457F FUNDS | $120,345 |
| SWAP PRODUCT | $42,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $163,264 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | 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, 2013, the Organization had a cumulative unrelated business net operating loss of approximately $724. The Organization has determined that it is likely that the net operating loss will be realized and, therefore, has recognized a deferred tax asset $181.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, 2013, 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 2010 and the state jurisdiction for years prior to 2009. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NIGHT FOR INDEPENDENCE | NameOfEvent1Amt |
| Gross Receipts Event1 | $56,611 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $56,611 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $55,809 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Stride&Glide | NameOfEvent2Amt |
| Gross Receipts Event2 | $10,128 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $10,128 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $8,576 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $66,739 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $66,739 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $64,385 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $64,385 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $2,354 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENCE FIRST FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 S 1ST STREET | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 462941274 | RecipientEIN |
| Cash Grant | $15,290,378 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | CONSOLIDATION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE SCHULZ | PersonNm |
| Title | CEO/President | TitleTxt |
| Base Compensation Filing Org | $187,617 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $22,000 | BonusFilingOrganizationAmount |
| Deferred Compensation Flng Org | $15,429 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $32,747 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $257,793 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7: Non-Fixed payments not listed above | FormAndLineReferenceDesc |
| Explanation | The organization paid the CEO/President a $22,000 bonus in 2013. The bonus was based on the performance of 2013 goals, which had been approved by the executive committee of the board. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Independencefirst Foundat | |||
| CEO/Board | $15,290,378 | donation | false |
| JULIE SCHULZ | |||
| DIRECTOR | $44,533 | SALARY | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | 990 Part IV 28c) The mission of the IndependenceFirst Foundation is to support the mission of independenceFirst, Inc. IndependenceFirst, Inc. received contributions from and paid contributions to IndependenceFirst Foundation, Inc. during the year ended December 31, 2013. Board members, the CEO/President, and the finance director of IndependenceFirst, Inc. are also board members, the CEO/President, and the finance director of IndependenceFirst Foundation, Inc.990 Part IV 28b) The CEO/President of the organization is married to the director of the mobility store. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Other Programs - AODA Services and other services. OTHER PROGRAM SERVICES 5: Wisloan and Telework - These 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 toth e 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 director of finance, controller, and CEO/President review the form 990. A copy will also be provided to the Board 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IndependenceFirst Foundation Inc | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 S 1st Stree | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462941274 | EIN |
| Primary Activities | support IndependenceFirst, Inc. | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 170(b)(1)(A)(VI) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IM Design Consortium LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 S 1st St | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532041605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261699342 | EIN |
| Primary Activities | Disability Products | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yes | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$6,439 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | -$76,094 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | Yes (true) | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Ownership | 0.65000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IndependenceFirst Foundation Inc | ||
| b | $15,290,378 | fmv |
| IndependenceFirst Foundation Inc | ||
| c | $300,037 | FMV |
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