INDEPENDENCE FIRST INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENCE FIRST INC (EIN 39-1343425)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-17
- IRS object ID
- 201311689349300021
- Schema version
- 2012v2.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-17T09:08:37-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ritz Holman LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391343425 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENCEFIRST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INDE | NameControl |
| Phone | 4142917520 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 S 1st St | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Wendy Huot | Name |
| Title | Dir of Finance | Title |
| Date Signed | 2013-06-17 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW C HOLMAN | Name |
| PTIN | P00014720 | PTIN |
| Phone | 4142711451 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LEE SCHULZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 35080447 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.independencefirst.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | To effectively facilitate empowerment of individuals with disabilities through education advocacy, independent living services, and coalition building. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2302 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | -2258 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -7134 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1236332 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1579251 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 31708915 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 32730549 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 541081 | InvestmentIncomePriorYear |
| Investment Income Current Year | 529529 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 47761 | OtherRevenuePriorYear |
| Other Revenue Current Year | 179206 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33534089 | TotalRevenuePriorYear |
| Total Revenue Current Year | 35018535 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 76455 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 38610 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 30241377 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 31118591 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 276439 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2811769 | OtherExpensePriorYear |
| Other Expenses Current Year | 3071244 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33129601 | TotalExpensesPriorYear |
| Total Expenses Current Year | 34228445 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 404488 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 790090 | RevenuesLessExpensesCY |
| Total Assets BOY | 22395843 | TotalAssetsBOY |
| Total Assets EOY | 29631651 | TotalAssetsEOY |
| Total Liabilities BOY | 3836107 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9442565 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18559736 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20189086 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | To effectively facilitate empowerment of individuals with disabilities through education advocacy, independent living services, and coalition building. | MissionDescription |
| Significant New Program Services | true | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 28476569 | Expense |
| Grants | 817 | Grants |
| Revenue | 32401579 | Revenue |
| Description | Personal Assistance Service Program - To assist persons with disabilities to remain independent in the community rather than forced to move into an institutional setting. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1690666 | Expense |
| Grants | 9586 | Grants |
| Revenue | 81851 | Revenue |
| Description | Independent Living Services Program - To provide persons with disabilities with education and training to increase their ability to live independently in the community. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1210142 | Expense |
| Grants | 56925 | Grants |
| Revenue | 68148 | Revenue |
| Description | Other Programs - AODA Services, Mobility Store, etc. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 893737 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 3015 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 220877 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 32271114 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 20 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2302 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WENDY HUOT | NamePerson |
| Telephone Number | 4142917520 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| Judi Wisla | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Ignatius Smetek | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| John Schmid | |||||||
| Chair | 3.00 | 0.00 | X | 0 | 0 | 0 | X |
| Noreen Ryan | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Dean Muller | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Gwen Jackson | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| ANGELINA JODIE | |||||||
| Secretary | 1.00 | 0.00 | X | 0 | 0 | 0 | X |
| Craig Cooper | |||||||
| Treasurer | 3.00 | 0.00 | X | 0 | 0 | 0 | X |
| Chris McConville | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Frank Gedelman | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Robert Burger | |||||||
| Vice President | 1.00 | 0.00 | X | 0 | 0 | 0 | X |
| Jeremiah Swisher | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Judy Murphy | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Jason Altmann | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Dr Robert Davis | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| MARTHA VALERIO | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Felisa Parris | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Paul Wierzba | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Wendy Huot | |||||||
| Dir of Finance | 40.00 | 0.00 | 98179 | 0 | 7882 | X | |
| LEE SCHULZ | |||||||
| CEO/President | 40.00 | 0.00 | 200928 | 0 | 43674 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 299107 | TotalReportableCompFromOrg |
| Total Other Compensation | 51556 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 51590 | FederatedCampaigns |
| Government Grants | 657814 | GovernmentGrants |
| All Other Contributions | 869847 | AllOtherContributions |
| Noncash Contributions | 525788 | NoncashContributions |
| Total Contributions | 1579251 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Program Service Fees | 900099 | 316393 | 316393 | |
| Personal Assistance | 624100 | 32401579 | 32401579 | |
| Entrepreneurial & Consult | 900099 | 12577 | 8081 | 4496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 32730549 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 479863 | TotalRevenueColumn |
| Related Or Exempt Function Income | -17896 | RelatedOrExemptFunctionIncome |
| Exclusion | $497,759 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7746 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 14500 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -6754 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6754 | TotalRevenueColumn |
| Unrelated Business Revenue | -6754 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 49666 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 49666 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49666 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49666 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 63858 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 47412 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16446 | TotalRevenueColumn |
| Exclusion | $16,446 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | miscellaneous | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 169514 | TotalRevenueColumn |
| Related Or Exempt Function Income | 169514 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 169514 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35018535 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32927337 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -2258 | UnrelatedBusinessRevenue |
| Exclusion | $514,205 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28000 | Total |
| Program Services | 28000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10610 | Total |
| Program Services | 10610 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350663 | Total |
| Program Services | 331341 | ProgramServices |
| Management And General | 16479 | ManagementAndGeneral |
| Fundraising | 2843 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26239523 | Total |
| Program Services | 24793659 | ProgramServices |
| Management And General | 1233118 | ManagementAndGeneral |
| Fundraising | 212746 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357913 | Total |
| Program Services | 338192 | ProgramServices |
| Management And General | 16820 | ManagementAndGeneral |
| Fundraising | 2901 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1320892 | Total |
| Program Services | 1248107 | ProgramServices |
| Management And General | 62075 | ManagementAndGeneral |
| Fundraising | 10710 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2849600 | Total |
| Program Services | 2692580 | ProgramServices |
| Management And General | 133916 | ManagementAndGeneral |
| Fundraising | 23104 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42583 | Total |
| Management And General | 42583 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36000 | Total |
| Management And General | 36000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2507 | Total |
| Program Services | 2369 | ProgramServices |
| Management And General | 118 | ManagementAndGeneral |
| Fundraising | 20 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54345 | Total |
| Program Services | 54345 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363448 | Total |
| Program Services | 343421 | ProgramServices |
| Management And General | 17080 | ManagementAndGeneral |
| Fundraising | 2947 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 401509 | Total |
| Program Services | 379385 | ProgramServices |
| Management And General | 18869 | ManagementAndGeneral |
| Fundraising | 3255 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27731 | Total |
| Program Services | 26203 | ProgramServices |
| Management And General | 1303 | ManagementAndGeneral |
| Fundraising | 225 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 787981 | Total |
| Program Services | 744561 | ProgramServices |
| Management And General | 37031 | ManagementAndGeneral |
| Fundraising | 6389 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168764 | Total |
| Program Services | 159465 | ProgramServices |
| Management And General | 7931 | ManagementAndGeneral |
| Fundraising | 1368 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69412 | Total |
| Program Services | 65587 | ProgramServices |
| Management And General | 3262 | ManagementAndGeneral |
| Fundraising | 563 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335693 | Total |
| Program Services | 317195 | ProgramServices |
| Management And General | 15776 | ManagementAndGeneral |
| Fundraising | 2722 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138380 | Total |
| Program Services | 130755 | ProgramServices |
| Management And General | 6503 | ManagementAndGeneral |
| Fundraising | 1122 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STAFF DEVELOPMENT | 42620 | 40271 | 2003 | 346 |
| BOOKS AND SUBSCRIPTIONS | 55062 | 52028 | 2588 | 446 |
| outreach expense | 73943 | 69868 | 3475 | 600 |
| BAD DEBT | 288472 | 272576 | 13557 | 2339 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182794 | Total |
| Program Services | 170596 | ProgramServices |
| Management And General | 10405 | ManagementAndGeneral |
| Fundraising | 1793 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34228445 | Total |
| Program Services | 32271114 | ProgramServices |
| Management And General | 1680892 | ManagementAndGeneral |
| Fundraising | 276439 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1136010 | BOY |
| EOY | 1302474 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1078609 | BOY |
| EOY | 1356272 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3001880 | BOY |
| EOY | 2968302 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131887 | BOY |
| EOY | 171467 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 500808 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2117851 | BOY |
| EOY | 121430 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9568989 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1181577 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1088431 | BOY |
| EOY | 8387412 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11741721 | BOY |
| EOY | 12333196 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1974626 | BOY |
| EOY | 2347871 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -51759 | BOY |
| EOY | -69655 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 8004 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176587 | BOY |
| EOY | 204070 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22395843 | BOY |
| EOY | 29631651 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1481026 | BOY |
| EOY | 1688110 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7843 | BOY |
| EOY | 59645 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 7600000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2272136 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75102 | BOY |
| EOY | 94810 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3836107 | BOY |
| EOY | 9442565 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15935156 | BOY |
| EOY | 17631942 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2624580 | BOY |
| EOY | 2557144 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18559736 | BOY |
| EOY | 20189086 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22395843 | BOY |
| EOY | 29631651 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 790090 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 839260 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1199734 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1022423 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2046094 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1233972 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1006993 | CurrentTaxYear |
| Total | 6509216 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1199734 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1022423 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2046094 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1233972 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1006993 | CurrentTaxYear |
| Total | 6509216 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6509216 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 297193 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 427025 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 603973 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 556552 | CurrentTaxYearMinus1Year |
| Current Tax Year | 497759 | CurrentTaxYear |
| Total | 2382502 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 243369 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 296345 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 88857 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34650 | CurrentTaxYearMinus1Year |
| Current Tax Year | 771776 | CurrentTaxYear |
| Total | 1434997 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10326715 | TotalSupport |
| Gross Receipts From Admissions Etc | 149633946 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.63030 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.67390 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2507 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2507 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2507 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 501 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 125 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2006 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 11747 | CurrentYearMinus3 |
| Current Year Minus2 | 8591 | CurrentYearMinus2 |
| Current Year Minus1 | 6787 | CurrentYearMinus1 |
| Current Year | 501 | CurrentYear |
| Total | 27626 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $41,439 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 58735 | CurrentYearMinus3 |
| Current Year Minus2 | 42957 | CurrentYearMinus2 |
| Current Year Minus1 | 33934 | CurrentYearMinus1 |
| Current Year | 2507 | CurrentYear |
| Total | 138133 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 2937 | CurrentYearMinus3 |
| Current Year Minus2 | 2148 | CurrentYearMinus2 |
| Current Year Minus1 | 1697 | CurrentYearMinus1 |
| Current Year | 125 | CurrentYear |
| Total | 6907 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $10,361 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 18000 | CurrentYearMinus3 |
| Total | 18000 | Total |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1461500 | OtherCostOrOtherBasis |
| Book Value | 1461500 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3166544 | OtherCostOrOtherBasis |
| Depreciation | 28737 | Depreciation |
| Book Value | 3137807 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3316164 | OtherCostOrOtherBasis |
| Depreciation | 61236 | Depreciation |
| Book Value | 3254928 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 61023 | OtherCostOrOtherBasis |
| Depreciation | 37602 | Depreciation |
| Book Value | 23421 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1563758 | OtherCostOrOtherBasis |
| Depreciation | 1054002 | Depreciation |
| Book Value | 509756 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8387412 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 2347871 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | IM Design | Description |
| Book Value | -69655 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 457F FUNDS | Description |
| Amount | $94,810 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 94810 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 35896733 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 839260 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 24438 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 14500 | OtherRevenues |
| Revenue Not Rptd F990 | 878198 | RevenueNotRptdF990 |
| Revenue Subtotal | 35018535 | RevenueSubtotal |
| Total Revenue Per Form990 | 35018535 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 34267383 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 24438 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 14500 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 38938 | ExpensesNotRptdF990 |
| Expenses Subtotal | 34228445 | ExpensesSubtotal |
| Total Expenses Per Form990 | 34228445 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | Rental Exp recorded as income on 990 $14500 |
| Part XI, Line 2d | Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Rental Exp recorded as income on 990 $14500 |
| Part 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 bookkeeping services) not directly related to the Organizations tax-exempt purpose is subject to taxation as unrelated business income. As of December 31, 2012, the Organization had a cumulative unrelated business net operating loss of approximately $8,766. The Organization has determined that it is likely that the net operating loss will be realized and, therefore, has recognized a deferred tax asset $2,192.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, 2012, 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 2009 and the state jurisdiction for years prior to 2008. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Powerlunch | NameOfEvent1 |
| Gross Receipts Event1 | 53553 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 53553 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 21811 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 18050 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 182 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Stride&Glide | NameOfEvent2 |
| Gross Receipts Event2 | 10305 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 10305 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 553 | RentFacilityCostsEvent2 |
| Entertainment Event2 | 776 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 6040 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 63858 | GrossReceiptsTotal |
| Gross Revenue Total Events | 63858 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 553 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 21811 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 18826 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 6222 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 47412 | DirectExpenseSummaryEvents |
| Net Income Summary | 16446 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| SE WI Disability Fund | ||||||||
| 19070 STONEHEDGE DR STE D | BROOKFIELD | WI | 53045 | 391984175 | 501(C)(3) | 12000 | 0 | Advocacy |
| Assoc of Prgm for Rural Lvng | ||||||||
| 2001 Pershing Circle Ste 200 | N Little Rock | AR | 72114 | 363931224 | 501(C)(3) | 6000 | 0 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Consumer Assistance for Employment | TypeOfGrant |
| Number Of Recipients | 36 | NumberOfRecipients |
| Amount Of Cash Grant | 10610 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | Internships and general employment | DescriptionOfNonCashAssistance |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LEE SCHULZ | NamePerson |
| Title | CEO/President | Title |
| Base Compensation Filing Org | 181928 | BaseCompensationFilingOrg |
| Bonus Filing Org | 19000 | BonusFilingOrg |
| Deferred Comp Filing Org | 15147 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 28527 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 244602 | TotalCompensationFilingOrg |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 7 | Identifier |
| Return Reference | Part I, Line 7: Non-Fixed payments not listed above | ReturnReference |
| Explanation | The organization paid the CEO/President a $19,000 bonus in 2012. The bonus was based on the performance of 2012 goals, which had been approved by the board of directors. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Wheelchair Recyling Porgram | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | related mgt | Relationship |
| Amount Of Transaction | 486914 | AmountOfTransaction |
| Description Of Transaction | Acquisition | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | On September 1, 2012, IndependenceFirst, Inc. acquired 100% of the assets and liabilities of Wheelchair Recycling Program, Limited (WRP), a 501(c)(3) corporation. WRP was acquired to further the mission of IndependenceFirst, Inc. in assisting persons with disabilities through increased mobility.IndependenceFirst, Inc. has recognized the excess of the consideration transferred over the net assets acquired as a separate revenue in its statement of activities. On the acquisition date, the contribution of WRP was computed as follows:Recognized amounts of identifiable assets acquired and liabilities assumed:Financial Assets of $81,094, Inventory of $404,702, Property, Plant and Equipment 24,379, and Financial Liabilities of $(23,261). Total Identifiable Net Assets$486,914. A total of $11,362 of the identifiable net assets was temporarily restricted as of September 1, 2012. | Explanation |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| DescriptionDescription | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|
| Equipment | 24379 | FMV |
| Inventory | 404702 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Increases | unrealized gain on investments = $839260 |
| Form 990, Part VI, Line 19 | 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. |
| Form 990, Part VI, Line 15b | 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 15a | 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 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | All staff and board members are covered under the policy. The actual conflicts are reviewed by management. And the person with the conflict has to abstain from voting on conflicting interests. |
| Form 990, Part VI, Line 11b | 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 3 | Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company | The organization purchased a building in December 2012, 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 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | The CEO/President of the organization is married to the director of the mobility store, its newly aquired program through the aquisition of Wheelchair Recycling Program, a 501(c)(3). |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Other Programs - AODA Services, Mobility Store, etc. 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. |
| Form 990, Part III, Line 2 | Form 990, Part III, Line 2: New Services | The Organization now operates the IndependenceFirst Mobility Store. The mission of this program is to collect, refurbish, and redistribute used wheelchairs, hospital beds and other medical equipment to citizens of all ages, who have either permanent or temporary mobility impairments and, for a variety of reasons, have neither the insurance nor funds to obtain the equipment they need. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IM Design Consortium LLC | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | Disability Products | PrimaryActivity |
| Legal Domicile State | WI | LegalDomicileState |
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 | PredominantIncomeType |
| Share Of Total Income | -17896 | ShareOfTotalIncome |
| Share Of EOY Assets | -69655 | ShareOfEOYAssets |
| Disproportionate Allocations | true | DisproportionateAllocations |
| General Or Managing Partner | true | GeneralOrManagingPartner |
| Percentage Ownership | 0.65000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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