INDEPENDENCE FIRST INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENCE FIRST INC (EIN 39-1343425)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-17
- IRS object ID
- 201141379349300449
- Schema version
- 2010v3.2
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-17T14:17:16-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391343425 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENCE FIRST 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 | LEE SCHULZ | Name |
| Title | Executive Director | Title |
| Date Signed | 2011-05-16 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW C HOLMAN | Name |
| Phone | 4142711451 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 33922766 | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2188 | TotalNbrEmployees |
| Total Nbr Volunteers | 416 | TotalNbrVolunteers |
| Total Gross UBI | 2825 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -196 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1022423 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2086201 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 27345917 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 31194137 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 427025 | InvestmentIncomePriorYear |
| Investment Income Current Year | 580300 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 251332 | OtherRevenuePriorYear |
| Other Revenue Current Year | 18454 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29046697 | TotalRevenuePriorYear |
| Total Revenue Current Year | 33879092 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 97324 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 26215560 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 29430133 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 410536 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3018375 | OtherExpensePriorYear |
| Other Expenses Current Year | 3150910 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 29233935 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32678367 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -187238 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1200725 | RevenuesLessExpensesCY |
| Total Assets BOY | 21369715 | TotalAssetsBOY |
| Total Assets EOY | 23419741 | TotalAssetsEOY |
| Total Liabilities BOY | 4942510 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5068518 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16427205 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18351223 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | To effectively facilitate empowerment of individuals with disabilities. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 26085525 | Expense |
| Grants | 2012 | Grants |
| Revenue | 31078874 | 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 | 1592542 | Expense |
| Grants | 69883 | Grants |
| Revenue | 21804 | Revenue |
| Description | Other Programs | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1307898 | Expense |
| Grants | 3360 | Grants |
| Revenue | 26346 | Revenue |
| Description | Independent Living Services Program - To provide persons with disabilities with education/training to increase their ability to live independently in the community, to provide financial literacy education/training. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 976954 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 22069 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 67113 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 29962919 | 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 | false | 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 | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | 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 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2188 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| 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 |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| 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 | false | 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 and Tracy Thomas | 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 (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector |
|---|---|---|---|---|---|---|
| Wendy Huot | ||||||
| Dir of Finance | 40.00 | X | 85286 | 0 | 4324 | |
| Tracy Thomas | ||||||
| Controller | 40.00 | X | 81976 | 0 | 14079 | |
| TOBIE TYLER | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| RONALD KURAMOTO | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| RON JODAT | ||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | X |
| Robert Burger | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Paul Wierzba | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Noreen Ryan | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| MICHAEL ASH | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| MARTHA VALERIO | ||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| LEE SCHULZ | ||||||
| Exec Director | 40.00 | X | 182730 | 0 | 32448 | |
| Judi Wisla | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| John Schmid | ||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | X |
| John Mitchell | ||||||
| Chairman | 1.00 | X | 0 | 0 | 0 | X |
| Jeremiah Swisher | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Jason Altmann | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Ignatius Smetek | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Gwen Jackson | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Felisa Parris | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Dean Muller | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| Craig Cooper | ||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | X |
| BARBARA CORRIVEAU | ||||||
| Director | 1.00 | 0 | 0 | 0 | X | |
| ANGELA JODIE | ||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 349992 | TotalReportableCompFromOrg |
| Total Other Compensation | 50851 | 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 | 42005 | FederatedCampaigns |
| Fundraising Events | 40107 | FundraisingEvents |
| Government Grants | 1641407 | GovernmentGrants |
| All Other Contributions | 362682 | AllOtherContributions |
| Total Contributions | 2086201 | 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 | 96254 | 96254 | |
| Personal Assistance | 624100 | 31078874 | 31078874 | |
| Entrepreneurial & Consult | 900099 | 19009 | 16184 | 2825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 31194137 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 584678 | TotalRevenueColumn |
| Related Or Exempt Function Income | -19294 | RelatedOrExemptFunctionIncome |
| Exclusion | $603,972 | 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 |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 4378 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -4378 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4378 | TotalRevenueColumn |
| Related Or Exempt Function Income | -4378 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 13500 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 40107 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 39296 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -25796 | TotalRevenueColumn |
| Exclusion | -$25,796 | 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 | 44250 | TotalRevenueColumn |
| Exclusion | $44,250 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 44250 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33879092 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31167640 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2825 | UnrelatedBusinessRevenue |
| Exclusion | $622,426 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69845 | Total |
| Program Services | 69845 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27479 | Total |
| Program Services | 27479 | 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 | 416273 | Total |
| Program Services | 385892 | ProgramServices |
| Management And General | 25092 | ManagementAndGeneral |
| Fundraising | 5289 | 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 | 24436469 | Total |
| Program Services | 22776128 | ProgramServices |
| Management And General | 1371310 | ManagementAndGeneral |
| Fundraising | 289031 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 547036 | Total |
| Program Services | 507111 | ProgramServices |
| Management And General | 32975 | ManagementAndGeneral |
| Fundraising | 6950 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1257024 | Total |
| Program Services | 1165283 | ProgramServices |
| Management And General | 75771 | ManagementAndGeneral |
| Fundraising | 15970 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2773331 | Total |
| Program Services | 2570925 | ProgramServices |
| Management And General | 167171 | ManagementAndGeneral |
| Fundraising | 35235 | 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 | 6783 | Total |
| Management And General | 6783 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32500 | Total |
| Management And General | 32500 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3325 | Total |
| Management And General | 3325 | ManagementAndGeneral |
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 | 43379 | Total |
| Program Services | 12178 | ProgramServices |
| Management And General | 31201 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 627883 | Total |
| Program Services | 502307 | ProgramServices |
| Management And General | 94182 | ManagementAndGeneral |
| Fundraising | 31394 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123352 | Total |
| Program Services | 114350 | ProgramServices |
| Management And General | 7435 | ManagementAndGeneral |
| Fundraising | 1567 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 391320 | Total |
| Program Services | 362760 | ProgramServices |
| Management And General | 23588 | ManagementAndGeneral |
| Fundraising | 4972 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34387 | Total |
| Program Services | 31877 | ProgramServices |
| Management And General | 2073 | ManagementAndGeneral |
| Fundraising | 437 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 687189 | Total |
| Program Services | 637035 | ProgramServices |
| Management And General | 41423 | ManagementAndGeneral |
| Fundraising | 8731 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160381 | Total |
| Program Services | 148676 | ProgramServices |
| Management And General | 9667 | ManagementAndGeneral |
| Fundraising | 2038 | 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 | 116115 | Total |
| Management And General | 116115 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214754 | Total |
| Program Services | 199081 | ProgramServices |
| Management And General | 12945 | ManagementAndGeneral |
| Fundraising | 2728 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159688 | Total |
| Program Services | 148033 | ProgramServices |
| Management And General | 9626 | ManagementAndGeneral |
| Fundraising | 2029 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| WORKSHOPS | 62034 | 57507 | 3739 | 788 |
| Non-Capital Fixed Asset Purcha | 95385 | 88423 | 5750 | 1212 |
| LICENSE AND FEES | 51092 | 47363 | 3080 | 649 |
| BOOKS AND SUBSCRIPTIONS | 50233 | 46567 | 3028 | 638 |
| BAD DEBT | 221966 | 221966 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69144 | Total |
| Program Services | 64099 | ProgramServices |
| Management And General | 4167 | ManagementAndGeneral |
| Fundraising | 878 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32678367 | Total |
| Program Services | 29962919 | ProgramServices |
| Management And General | 2304912 | ManagementAndGeneral |
| Fundraising | 410536 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3910 | BOY |
| EOY | 1506149 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1688537 | BOY |
| EOY | 1755610 | 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 | 2163736 | BOY |
| EOY | 2748352 | 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 | 122408 | BOY |
| EOY | 115971 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2391426 | BOY |
| EOY | 2203279 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1906905 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 616710 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1419163 | BOY |
| EOY | 1290195 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8437379 | BOY |
| EOY | 11468100 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5020604 | BOY |
| EOY | 2205196 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122552 | BOY |
| EOY | 126889 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21369715 | BOY |
| EOY | 23419741 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1525368 | BOY |
| EOY | 1675675 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92144 | BOY |
| EOY | 50181 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3272136 | BOY |
| EOY | 3272136 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52862 | BOY |
| EOY | 70526 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4942510 | BOY |
| EOY | 5068518 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13543968 | BOY |
| EOY | 15502536 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2883237 | BOY |
| EOY | 2848687 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16427205 | BOY |
| EOY | 18351223 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21369715 | BOY |
| EOY | 23419741 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1200725 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 723293 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 1666540 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1124038 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1199734 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1022423 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2046094 | CurrentTaxYear |
| Total | 7058829 | 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 | 1666540 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1124038 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1199734 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1022423 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2046094 | CurrentTaxYear |
| Total | 7058829 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7058829 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 416747 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 596049 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 297193 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 427025 | CurrentTaxYearMinus1Year |
| Current Tax Year | 603973 | CurrentTaxYear |
| Total | 2340987 | 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 | 155443 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 61815 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 243369 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 296345 | CurrentTaxYearMinus1Year |
| Current Tax Year | 88857 | CurrentTaxYear |
| Total | 845829 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10245645 | TotalSupport |
| Gross Receipts From Admissions Etc | 133981931 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.68900 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.67470 | 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 | 42957 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 42957 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 42957 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8591 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2148 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 34366 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 16966 | CurrentYearMinus3 |
| Current Year Minus2 | 9080 | CurrentYearMinus2 |
| Current Year Minus1 | 11747 | CurrentYearMinus1 |
| Current Year | 8591 | CurrentYear |
| Total | 46384 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $69,576 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 84830 | CurrentYearMinus3 |
| Current Year Minus2 | 45402 | CurrentYearMinus2 |
| Current Year Minus1 | 58735 | CurrentYearMinus1 |
| Current Year | 42957 | CurrentYear |
| Total | 231924 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 4242 | CurrentYearMinus3 |
| Current Year Minus2 | 2270 | CurrentYearMinus2 |
| Current Year Minus1 | 2937 | CurrentYearMinus1 |
| Current Year | 2148 | CurrentYear |
| Total | 11597 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $17,396 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 17960 | CurrentYearMinus2 |
| Current Year Minus1 | 18000 | CurrentYearMinus1 |
| Total | 35960 | Total |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 100044 | OtherCostOrOtherBasis |
| Depreciation | 20531 | Depreciation |
| Book Value | 79513 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 237488 | OtherCostOrOtherBasis |
| Depreciation | 29571 | Depreciation |
| Book Value | 207917 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 35000 | OtherCostOrOtherBasis |
| Depreciation | 35000 | Depreciation |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1534373 | OtherCostOrOtherBasis |
| Depreciation | 531608 | Depreciation |
| Book Value | 1002765 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1290195 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 2205196 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 457F FUNDS | Description |
| Amount | $70,526 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 70526 | TotalOfAmounts |
| Total Revenue | 33879092 | TotalRevenue |
| Total Expenses | 32678367 | TotalExpenses |
| Excess Or Deficit For Year | 1200725 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 723293 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 723293 | TotalAdjustments |
| Excess Or Deficit Per FS | 1924018 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 34602385 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 723293 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 723293 | RevenueNotRptdF990 |
| Revenue Subtotal | 33879092 | RevenueSubtotal |
| Total Revenue Per Form990 | 33879092 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32678367 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 32678367 | ExpensesSubtotal |
| Total Expenses Per Form990 | 32678367 | TotalExpensesPerForm990 |
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 | 53607 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 40107 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 13500 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 14835 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 24461 | FoodAndBeverageEvent1 |
| Gross Receipts Total | 53607 | GrossReceiptsTotal |
| Charitable Contributions Total | 40107 | CharitableContributionsTotal |
| Gross Revenue Total Events | 13500 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 14835 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 24461 | FoodAndBeverageTotalEvents |
| Direct Expense Summary Events | 39296 | DirectExpenseSummaryEvents |
| Net Income Summary | -25796 | NetIncomeSummary |
Schedule I IRS990ScheduleI
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SE WI Disability Fund | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19070 STONEHEDGE DR STE D | AddressLine1 |
| City | BROOKFIELD | City |
| State | WI | State |
| ZIP Code | 53045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 391984175 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 15000 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Purpose Of Grant | Affiliation | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Consumer Assistance | TypeOfGrant |
| Number Of Recipients | 57 | NumberOfRecipients |
| Amount Of Cash Grant | 27479 | AmountOfCashGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 | false | 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 |
| Base Compensation Filing Org | 170730 | BaseCompensationFilingOrg |
| Bonus Filing Org | 12000 | BonusFilingOrg |
| Deferred Comp Filing Org | 16255 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 16193 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 215178 | TotalCompensationFilingOrg |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. In regards to the financial records, the 990 is published on Guidestar and a condensed version of our financial performance is included in our annual report. |
| 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 using a performance review tool developed byHuman Resources. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Each key employee and board member are required to sign our Conflict of Interest Statement, annually. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | A copy will be provided to the Board prior to filing. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES 5: Benefits/Employment/Social Security Admin - To assist persons with disabilities who want to work, to make informed choices about the impact of earned income on their benefits. OTHER PROGRAM SERVICES 6: Disability Benefits Services Program - To help individuals, who currently are not working, to understand benefits and services available to them. OTHER PROGRAM SERVICES 7: Other Programs OTHER PROGRAM SERVICES 8: Wisloan and Telework - Loan programs for 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. |
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 | med parts | PrimaryActivity |
| Legal Domicile State | WI | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | Related | PredominantIncomeType |
| Share Of Total Income | -19293 | ShareOfTotalIncome |
| Share Of EOY Assets | 63713 | ShareOfEOYAssets |
| Disproportionate Allocations | true | DisproportionateAllocations |
| General Or Managing Partner | true | GeneralOrManagingPartner |
| Percentage Ownership | 0.65 | 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 |
| 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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