2012-11-15T15:47:33-06:00 2011-12-31 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2011-01-01 390806257 MILWAUKEE CENTER FOR INDEPENDENCE INC MILW 4149372020 2020 W WELLS ST MILWAUKEE WI 532332720 RICHARD ZALEWSKI 4149372020 2012-11-15 1 JENNY TARKOWSKI CPA P00634290 6082744020 2011 2016-02-24 21:20:13Z RICHARD ZALEWSKI 2020 W WELLS ST MILWAUKEE WI 532332720 27485961 0 X WWW.MCFI.NET X 1938 WI ASSIST PERSONS AND FAMILIES WITH SPECIAL NEEDS TO BETTER LIVE AND WORK IN THE COMMUNITY. 22 21 828 375 0 0 14094705 13483849 10507203 13959724 11752 42388 0 0 24613660 27485961 267015 886075 0 0 14402431 15741576 0 0 476005 9426276 10268857 24095722 26896508 517938 589453 21571519 22243846 5095337 5178211 16476182 17065635 X ASSIST INDIVIDUALS AND FAMILIES WITH SPECIAL NEEDS TO BETTER LIVE AND WORK IN THE COMMUNITY. 1 0 8278222 19542 7663890 MILWAUKEE CENTER FOR INDEPENDENCE'S EMPLOYMENT SERVICES PROGRAM PROVIDES EVALUATION, COUNSELING, VOCATIONAL TRAINING, PLACEMENT, AND SUPPORTED EMPLOYMENT SERVICES TO PERSONS WITH DISABILITIES AND OTHER BARRIERS TO EMPLOYMENT. IN 2011 THIS PROGRAM ASSISTED 917 PERSONS IN OBTAINING WORK SKILLS AND SECURING COMPETITIVE EMPLOYMENT. 4189925 81 1154667 MILWAUKEE CENTER FOR INDEPENDENCE'S COMMUNITY-BASED REHABILITATION PROGRAMS PROVIDE COMMUNITY-BASED REHABILITATION SERVICES INCLUDING THERAPIES, DAILY LIVING SKILLS, AND CASE MANAGEMENT SERVICES TO PEOPLE WITH DISABILITIES--RANGING FROM CHILDREN IN THE AGENCY'S BIRTH TO THREE PROGRAM TO THE FRAIL ELDERLY IN AGENCY'S OLDER ADULT DAY CENTER. IN 2011, 1,746 INDIVIDUALS WERE SERVED IN THIS PROGRAM. 3765368 1072793 MILWAUKEE CENTER FOR INDEPENDENCE PROVIDES LONG-TERM CARE SUPPORTS INCLUDING REPRESENTATIVE PAYEE SERVICES, FISCAL AGENT SERVICES, AND FINANCIAL SERVICES ADMINISTRATION. WITHIN THESE PROGRAMS, THE AGENCY ASSISTS IN FINANCIAL MANAGEMENT FOR PARTICIPANTS AS WELL AS PROVIDING PAYROLL AND OTHER ADMINISTRATIVE SUPPORTS ON BEHALF OF PARTICIPANTS ENGAGED IN SELF-DIRECTED SUPPORTIVE SERVICES. IN 2011, THE LONG-TERM CARE SUPPORTS PROGRAMS SERVED 6,742 INDIVIDUALS. 6102047 866452 4068374 6102047 866452 4068374 22335562 1 1 0 1 0 0 0 0 1 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 34 0 828 1 0 0 0 0 0 1 1 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 WI X RICHARD ZALEWSKI 4149372020 2020 W WELLS ST MILWAUKEE WI 532332720 DR HOWARD GARBER 40.00 X X 390339 0 16312 MARY KAY MADSEN 1.00 X 0 0 0 TIM VOIGTMAN 1.00 X X 0 0 0 JIM HARTWIG 1.00 X X 0 0 0 ED HINSHAW 1.00 X X 0 0 0 DORIS CHORTEK 1.00 X 0 0 0 PEDRO COLON 1.00 X 0 0 0 MIKE ERTZ 1.00 X 0 0 0 JEFF FLEMING 1.00 X 0 0 0 JOHN GIVENS 1.00 X 0 0 0 REBECCA GOLDMAN 1.00 X 0 0 0 JAMES HENRY 1.00 X 0 0 0 TOM HOLMAN 1.00 X 0 0 0 JOAN KESSLER 1.00 X 0 0 0 E MICHAEL MCCANN 1.00 X 0 0 0 DALE MILLER 1.00 X 0 0 0 DAN NEELY 1.00 X 0 0 0 SUSHIL PALLAI 1.00 X 0 0 0 ANTONIO RILEY 1.00 X 0 0 0 GEORGIA SAEMANN 1.00 X 0 0 0 MICHELLE URBAN MD 1.00 X 0 0 0 FRANCIS WIESNER 1.00 X 0 0 0 RICHARD ZALEWSKI 40.00 X 254851 0 13462 RANDALL FARE 40.00 X 194372 0 5500 MARY SPARROW 40.00 X 137864 0 19490 GREG BACHRACH 40.00 X 111162 0 17134 ROBERT WEDEL 40.00 X 106951 0 9898 CHRISTINE BOYCE 40.00 X 102240 0 7547 1297779 0 89343 10 0 1 0 LIFETIME COMPUTING INC 5960 W BROWN DEER RD BROWN DEER WI 532232310 IT CONSULTING SERVICES 235750 QUARLES & BRADY LLP 411 E WISCONSIN AVE STE 2550 MILWAUKEE WI 532024497 LEGAL SERVICES 232865 CONCURRENCY INC 3190 GATEWAY RD STE 200 BROOKFIELD WI 530455167 IT CONSULTING SERVICES 161650 SVA CONSULTING LLC 1221 JOHN Q HAMMONS DR MADISON WI 537172912 SYSTEMS AND REPORTING CONSULTING 129651 VALOR DEVELOPMENT LLC 757 N BROADWAY STE 500 MILWAUKEE WI 532023612 IT CONSULTING SERVICES 110146 6 12990745 493104 13483849 EMPLOYMENT SERVICES 624310 7663890 7663890 CHILDREN'S SERVICES 624120 2445169 2445169 DAY ACTIVITIES 624120 1451411 1451411 COMMUNITY BASED REHABI 624120 1154667 1154667 FINANCIAL SERVICES 624120 1072793 1072793 171794 171794 13959724 42388 42388 27485961 13959724 0 42388 635000 635000 251075 251075 674964 174403 500561 11841789 10135086 1418143 288560 546239 500491 37092 8656 1537491 1355108 158739 23644 1141093 788291 307065 45737 233699 100389 133310 108180 12480 95700 2049630 1295099 690442 64089 5647092 5242926 393314 10852 1065186 901626 134441 29119 296000 267570 27660 770 100425 52711 44957 2757 655125 539073 116052 113520 84234 27465 1821 26896508 22335562 4084941 476005 3277028 3472146 1661639 1667584 1480396 1511103 4128735 4234285 272000 103225 138208 22318 277756 17140889 6470175 10898178 10670714 50 21571519 22243846 3809582 3829571 1285755 1348640 5095337 5178211 X 7500175 8559699 8976007 8505936 16476182 17065635 21571519 22243846 589453 0 X 0 1 1 X 1 1 X 11037165 11416574 12788861 14094705 13483849 62821154 11037165 11416574 12788861 14094705 13483849 62821154 62821154 157280 69282 13279 11752 42388 293981 63115135 47378295 0.99530 0.99380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 22298 0 0 22298 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: THE ORGANIZATION'S LOBBYING ACTIVITIES WERE AIMED AT CHANGING THE STATE REGULATIONS TO ALLOW CRISIS SERVICES TO BE REIMBURSABLE THROUGH THE STATE OF WISCONSIN. 0 1 861750 861750 12882977 4047488 8835489 281295 70191 211104 3114867 2352496 762371 10670714 PART IV, LINE 2B: THE ORGANIZATION RECEIVES FUNDS FROM CERTAIN GOVERNMENT AGENCIES AS REIMBURSEMENT FOR THE PAYROLL OF HOMECARE WORKERS WHO PROVIDE SERVICES TO CLIENTS OF THE GRANTING AGENCY. THE FUNDS RECEIVED FROM THESE AGENCIES ARE NOT CONSIDERED THE ORGANIZATION'S ASSETS; HOWEVER, THEY ARE DEPOSITED IN THE ORGANIZATION'S BANK ACCOUNTS UNTIL DISBURSED. THE ORGANIZATION ALSO RECEIVES CONSUMER REPRESENTATIVE PAYEE FUNDS THAT ARE DISBURSED AS NEEDED TO PAY FOR THE PERSONAL LIVING EXPENSES OF THE RESPECTIVE CONSUMERS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. 1 SCHOOL FOR EARLY DEVELOPMENT AND ACHIEVEMENT INC 2020 W WELLS ST MILWAUKEE WI 532332720 392020392 501(C)(3) 635000 GENERAL SUPPORT 1 FOOD SUPPLIES FOR CLIENTS OF MILWAUKEE CENTER FOR INDEPENDENCE, INC. 394 61476 TRANSPORTATION FOR CLIENTS OF MILWAUKEE CENTER FOR INDEPENDENCE, INC. 661 127509 RECREATIONAL SUPPLIES FOR THE ENJOYMENT OF CLIENTS OF MILWAUKEE CENTER FOR INDEPENDENCE, INC. AND FOR ENRICHMENT AS PART OF DEFINED TRAINING AND REHABILITATION PROGRAMS. 593 61638 MISCELLANEOUS SUPPLIES ENABLING CLIENTS TO LIVE AND WORK IN THE COMMUNITY. 75 452 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION PERIODICALLY PROVIDES OPERATING SUPPORT TO ITS RELATED ORGANIZATIONS AND GENERALLY DOES NOT PROVIDE GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS OR UNRELATED ORGANIZATIONS THAT NECESSITATES MONITORING THE USE OF THE FUNDS AFTER THEY ARE DISBURSED. THE ORGANIZATION ALSO PROVIDES SPECIFIC SERVICES TO INDIVIDUALS UNDER PROGRAMS FUNDED BY GOVERNMENT GRANTS AND OTHER CONTRIBUTIONS. THESE SERVICES ARE GENERALLY PROVIDED AS PART OF THE ORGANIZATION'S REGULAR OPERATIONS AS PLANNED ACTIVITIES AND EVENTS THAT ARE SUPERVISED BY THE ORGANIZATION'S MANAGEMENT AND OTHER PERSONNEL. IF PROGRAMS ARE FUNDED BY GOVERNMENT GRANTS, THE ORGANIZATION'S PROGRAM MANAGERS REVIEW THE RELATED EXPENSES TO ENSURE THE INDIVIDUALS ARE ELIGIBLE TO RECEIVE THE ASSISTANCE AND THE COSTS ARE ALLOWED BY THE APPLICABLE PROVISIONS OF LAWS, REGULATIONS, CONTRACTS, AND GRANT AGREEMENTS. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 DR HOWARD GARBER 390339 0 0 0 0 0 16312 0 0 0 406651 0 0 0 RICHARD ZALEWSKI 254851 0 0 0 0 0 13462 0 0 0 268313 0 0 0 RANDALL FARE 194372 0 0 0 0 0 5500 0 0 0 199872 0 0 0 MARY SPARROW 137864 0 0 0 0 0 6747 0 12743 0 157354 0 0 0 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 MILWAUKEE CENTER FOR INDEPENDENCE PROVIDES LONG-TERM CARE SUPPORTS INCLUDING REPRESENTATIVE PAYEE SERVICES, FISCAL AGENT SERVICES, AND FINANCIAL SERVICES ADMINISTRATION. WITHIN THESE PROGRAMS, THE AGENCY ASSISTS IN FINANCIAL MANAGEMENT FOR PARTICIPANTS AS WELL AS PROVIDING PAYROLL AND OTHER ADMINISTRATIVE SUPPORTS ON BEHALF OF PARTICIPANTS ENGAGED IN SELF-DIRECTED SUPPORTIVE SERVICES. IN 2011, THE LONG-TERM CARE SUPPORTS PROGRAMS SERVED 6,742 INDIVIDUALS. FORM 990, PART VI, SECTION B, LINE 11 THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE AUDIT COMMITTEE BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS ARE REQUESTED TO SIGN A CONFLICT OF INTEREST STATEMENT THAT DISCLOSES ALL POTENTIAL CONFLICTS OF INTEREST. THE SIGNED STATEMENTS ARE KEPT ON FILE BY THE ORGANIZATION'S EXECUTIVE ASSISTANT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION PERIODICALLY HIRES AN INDEPENDENT CONSULTING FIRM TO PERFORM A STUDY OF THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND CERTAIN OTHER EMPLOYEES BASED ON THEIR JOB DESCRIPTIONS. THE CONSULTING FIRM DOES MARKET RESEARCH AND DETERMINES A FAIR COMPENSATION RANGE FOR EACH INDIVIDUAL BASED ON A COMPETITIVE PEER GROUP. IN BETWEEN THESE PERIODIC INDEPENDENT STUDIES, THE HUMAN RESOURCES DIRECTOR DETERMINES APPROPRIATE COMPENSATION RANGES FOR THE EXECUTIVE DIRECTOR AND CERTAIN OTHER EMPLOYEES BY REVIEWING THE FORM 990 OF SIMILAR ORGANIZATIONS AND OTHER MARKET DATA. AS REPORTS ARE COMPLETED, THE COMPENSATION RANGES FOR THESE INDIVIDUALS ARE PRESENTED TO, DISCUSSED, AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ALL REQUESTS FOR DOCUMENTS ARE REVIEWED TO DETERMINE IF ANY CONFIDENTIALITY CONCERNS EXIST. THE REQUESTED DOCUMENTS ARE PROVIDED ONCE ALL SUCH CONCERNS HAVE BEEN ADDRESSED. MILWAUKEE CENTER FOR INDEPENDENCE FOUNDATION INC 2020 W WELLS ST MILWAUKEE WI 532332720 391726212 PROVIDE SUPPORT TO MILWAUKEE CENTER FOR INDEPENDENCE, INC. WI 501(C)(3) LINE 9 MILWAUKEE CENTER FOR INDEPENDENCE INC 1 NEW HEALTH SERVICES INC 2020 W WELLS ST MILWAUKEE WI 532332720 391753381 SUPPORTIVE HOME CARE SERVICES TO ELDERLY AND DISABLED INDIVIDUALS WI 501(C)(3) LINE 7 MILWAUKEE CENTER FOR INDEPENDENCE INC 1 SCHOOL FOR EARLY DEVELOPMENT AND ACHIEVEMENT INC 2020 W WELLS ST MILWAUKEE WI 532332720 392020392 PROVIDE EDUCATION AND CARE TO CHILDREN WITH AND WITHOUT SPECIAL NEEDS WI 501(C)(3) LINE 2 MILWAUKEE CENTER FOR INDEPENDENCE INC 1 CENTER FOR EMPLOYMENT DEVELOPMENT INC 1339 N MILWAUKEE ST MILWAUKEE WI 53202 391647553 RENT FACILITIES TO MILWAUKEE CENTER FOR INDEPENDENCE, INC. WI 501(C)(2) LINE 9 MILWAUKEE CENTER FOR INDEPENDENCE INC 1 TRANSITIONAL LIVING SERVICES INC 1040 S 70TH ST MILWAUKEE WI 532143174 391258650 HOUSING AND SUPPORTIVE SERVICES TO MENTALLY ILL ADULTS WI 501(C)(3) LINE 7 MILWAUKEE CENTER FOR INDEPENDENCE INC 1 JEWISH VOCATIONAL SERVICE OF MILWAUKEE HOUSING CORPORATION 1339 N MILWAUKEE ST MILWAUKEE WI 53202 391247795 MANAGE HOUSING FOR CLIENTS OF MILWAUKEE CENTER FOR INDEPENDENCE, INC. WI 501(C)(4) LINE 9 MILWAUKEE CENTER FOR INDEPENDENCE INC 1 HIGHLAND COMMONS LLC 135 S 84TH ST STE 100 MILWAUKEE WI 532141477 274279974 AFFORDABLE HOUSING FOR LOW- AND MIDDLE-INCOME HOUSEHOLDS WI MILWAUKEE CENTER FOR INDEPENDENCE INC RELATED 1652717 0 0 0.00500 0 1 1 1 0 0 0 0 1 1 0 0 1 1 0 1 0 0 SCHOOL FOR EARLY DEVELOPMENT AND ACHIEVEMENT INC D 112902 FACE AMOUNT CENTER FOR EMPLOYMENT DEVELOPMENT INC J 219996 FACE AMOUNT NEW HEALTH SERVICES INC M 81600 FACE AMOUNT SCHOOL FOR EARLY DEVELOPMENT AND ACHIEVEMENT INC I 264054 FACE AMOUNT NEW HEALTH SERVICES INC C 250000 FACE AMOUNT SCHOOL FOR EARLY DEVELOPMENT AND ACHIEVEMENT INC B 635000 FACE AMOUNT NEW HEALTH SERVICES INC N 139867 FACE AMOUNT SCHOOL FOR EARLY DEVELOPMENT AND ACHIEVEMENT INC N 51403 FACE AMOUNT NEW HEALTH SERVICES INC P 1235756 FACE AMOUNT SCHOOL FOR EARLY DEVELOPMENT AND ACHIEVEMENT INC P 216886 FACE AMOUNT TRANSITIONAL LIVING SERVICES INC P 1457175 FACE AMOUNT