2013-06-17T09:08:37-07:00 2012-12-31 Ritz Holman LLP 330 E Kilbourn Ste 550 Milwaukee WI 532023144 990 2012-01-01 391343425 INDEPENDENCEFIRST INC INDE 4142917520 540 S 1st St MILWAUKEE WI 53204 Wendy Huot 2013-06-17 true ANDREW C HOLMAN P00014720 4142711451 2012 2016-03-07 17:11:31Z LEE SCHULZ 540 S 1st St MILWAUKEE WI 532041605 35080447 false false X www.independencefirst.org X 1979 WI To effectively facilitate empowerment of individuals with disabilities through education advocacy, independent living services, and coalition building. 18 18 2302 200 -2258 -7134 1236332 1579251 31708915 32730549 541081 529529 47761 179206 33534089 35018535 76455 38610 0 30241377 31118591 0 276439 2811769 3071244 33129601 34228445 404488 790090 22395843 29631651 3836107 9442565 18559736 20189086 X To effectively facilitate empowerment of individuals with disabilities through education advocacy, independent living services, and coalition building. true false 28476569 817 32401579 Personal Assistance Service Program - To assist persons with disabilities to remain independent in the community rather than forced to move into an institutional setting. 1690666 9586 81851 Independent Living Services Program - To provide persons with disabilities with education and training to increase their ability to live independently in the community. 1210142 56925 68148 Other Programs - AODA Services, Mobility Store, etc. 893737 3015 220877 32271114 true true false true false false false false false false true true false false true true false true false false false false false false true false false true true true false false false false false false false false false true false true false false false false true false false false false true 20 0 true 2302 true true false false false false true true false 0 false false false false false false false false false false X 18 18 true true false false false false false true true false false true true true true true true true true true false X WENDY HUOT 4142917520 540 S 1st St MILWAUKEE WI 532041605 Judi Wisla 1.00 0.00 X 0 0 0 Ignatius Smetek 1.00 0.00 X 0 0 0 John Schmid 3.00 0.00 X X 0 0 0 Noreen Ryan 1.00 0.00 X 0 0 0 Dean Muller 1.00 0.00 X 0 0 0 Gwen Jackson 1.00 0.00 X 0 0 0 ANGELINA JODIE 1.00 0.00 X X 0 0 0 Craig Cooper 3.00 0.00 X X 0 0 0 Chris McConville 1.00 0.00 X 0 0 0 Frank Gedelman 1.00 0.00 X 0 0 0 Robert Burger 1.00 0.00 X X 0 0 0 Jeremiah Swisher 1.00 0.00 X 0 0 0 Judy Murphy 1.00 0.00 X 0 0 0 Jason Altmann 1.00 0.00 X 0 0 0 Dr Robert Davis 1.00 0.00 X 0 0 0 MARTHA VALERIO 1.00 0.00 X 0 0 0 Felisa Parris 1.00 0.00 X 0 0 0 Paul Wierzba 1.00 0.00 X 0 0 0 Wendy Huot 40.00 0.00 X 98179 0 7882 LEE SCHULZ 40.00 0.00 X 200928 0 43674 299107 51556 1 false true false 0 51590 657814 869847 525788 1579251 Program Service Fees 900099 316393 316393 Personal Assistance 624100 32401579 32401579 Entrepreneurial & Consult 900099 12577 8081 4496 32730549 479863 -17896 497759 0 0 7746 14500 -6754 -6754 -6754 49666 49666 49666 49666 63858 47412 16446 16446 0 0 miscellaneous 900099 169514 169514 169514 35018535 32927337 -2258 514205 28000 28000 10610 10610 0 0 350663 331341 16479 2843 0 26239523 24793659 1233118 212746 357913 338192 16820 2901 1320892 1248107 62075 10710 2849600 2692580 133916 23104 0 42583 42583 36000 36000 2507 2369 118 20 0 54345 54345 363448 343421 17080 2947 0 401509 379385 18869 3255 27731 26203 1303 225 0 787981 744561 37031 6389 168764 159465 7931 1368 0 0 69412 65587 3262 563 0 335693 317195 15776 2722 138380 130755 6503 1122 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 182794 170596 10405 1793 34228445 32271114 1680892 276439 1136010 1302474 1078609 1356272 0 3001880 2968302 0 0 131887 171467 500808 2117851 121430 9568989 1181577 1088431 8387412 11741721 12333196 1974626 2347871 -51759 -69655 8004 176587 204070 22395843 29631651 1481026 1688110 7843 59645 7600000 2272136 75102 94810 3836107 9442565 X 15935156 17631942 2624580 2557144 18559736 20189086 22395843 29631651 X 790090 839260 X false true X true true true X 1199734 1022423 2046094 1233972 1006993 6509216 0 0 1199734 1022423 2046094 1233972 1006993 6509216 0 6509216 297193 427025 603973 556552 497759 2382502 0 243369 296345 88857 34650 771776 1434997 10326715 149633946 0.63030 0.67390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 2507 2507 2507 501 125 2006 false 11747 8591 6787 501 27626 41439 58735 42957 33934 2507 138133 2937 2148 1697 125 6907 10361 18000 18000 1461500 1461500 3166544 28737 3137807 3316164 61236 3254928 61023 37602 23421 1563758 1054002 509756 8387412 2347871 IM Design -69655 C 457F FUNDS 94810 94810 X 35896733 839260 24438 14500 878198 35018535 35018535 34267383 24438 14500 38938 34228445 34228445 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. false Powerlunch 53553 53553 21811 18050 182 Stride&Glide 10305 10305 553 776 6040 63858 63858 553 21811 18826 6222 47412 16446 false 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 0 2 Consumer Assistance for Employment 36 10610 FMV Internships and general employment X X X false false false false false false false true false false LEE SCHULZ 181928 19000 15147 28527 244602 Sch J, Part I, Line 7 Part I, Line 7: Non-Fixed payments not listed above 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. Wheelchair Recyling Porgram related mgt 486914 Acquisition false 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. Equipment 24379 FMV Inventory 404702 FMV false false false 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. IM Design Consortium LLC 540 S 1st St Milwaukee WI 532041605 261699342 Disability Products WI Yes Related -17896 -69655 true true 0.65000 false false false false false false false false false false false false false false false false false false false