2024-05-13T14:36:01-05:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2023-01-01 391343425 INDEPENDENCE FIRST INC INDE 4142917520 540 S 1ST ST MILWAUKEE WI 532041605 MARCIA BOUCHER PRESIDENT/CEO 4142917520 2024-05-07 1 MARCIA BOUCHER 999009999 1 JENNY TARKOWSKI CPA P00634290 6082747020 2024-05-02 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z MARCIA BOUCHER 540 S 1ST ST MILWAUKEE WI 532041605 26651917 0 X WWW.INDEPENDENCEFIRST.ORG X 1979 WI INDEPENDENCE FIRST IS A NON-PROFIT 501C3 INDEPENDENT LIVING CENTER (ILC) DIRECTED AND CONTROLLED BY PERSONS WITH DISABILITIES, PRIMARILY SERVING THE FOUR COUNTY METROPOLITAN MILWAUKEE AREA. OUR MISSION IS TO EFFECTIVELY FACILITATE EMPOWERMENT OF INDIVIDUALS WITH DISABILITIES THROUGH THE CORE SERVICES OF ADVOCACY, INDEPENDENT LIVING SKILLS, INFORMATION AND REFERRAL, PEER SUPPORT, AND TRANSITION. INDEPENDENCE FIRST PROMOTES DIVERSITY AND MULTICULTURAL PARTICIPATION IN ITS OPERATIONS AND SERVICES. 14 14 1134 87 62550 0 1963627 2562570 24094912 22401750 93986 199562 21264 47366 26173789 25211248 0 0 0 0 23308301 22121737 0 0 481606 2493710 2816222 25802011 24937959 371778 273289 15904443 17483263 3463406 3978699 12441037 13504564 X INDEPENDENCE FIRST IS A NON-PROFIT 501C3 INDEPENDENT LIVING CENTER (ILC) DIRECTED AND CONTROLLED BY PERSONS WITH DISABILITIES, PRIMARILY SERVING THE FOUR COUNTY METROPOLITAN MILWAUKEE AREA. OUR MISSION IS TO EFFECTIVELY FACILITATE EMPOWERMENT OF INDIVIDUALS WITH DISABILITIES THROUGH THE CORE SERVICES OF ADVOCACY, INDEPENDENT LIVING SKILLS, INFORMATION AND REFERRAL, PEER SUPPORT, AND TRANSITION. INDEPENDENCE FIRST PROMOTES DIVERSITY AND MULTICULTURAL PARTICIPATION IN ITS OPERATIONS AND SERVICES. 0 0 17578293 0 22187576 PERSONAL ASSISTANCE SERVICES PROVIDE PERSONAL CARE SERVICES AT HOME FOR INDIVIDUALS WITH DISABILITIES WITH RN SUPERVISION AND CASE MANAGEMENT FOR PARTICIPANTS. THESE SERVICES ASSIST PERSONS WITH DISABILITIES TO REMAIN INDEPENDENT IN THE COMMUNITY RATHER THAN BE FORCED TO MOVE INTO AN INSTITUTIONAL SETTING. 1794403 0 51230 INDEPENDENT LIVING SKILLS TRAINING PROVIDES PERSONS WITH DISABILITIES WITH EDUCATION AND TRAINING TO INCREASE THEIR ABILITY TO LIVE INDEPENDENTLY IN THE COMMUNITY. SKILLS TRAINING OFFERED INCLUDE TOPICS OF MONEY, HOME AND TIME MANAGEMENT, COMMUNICATION SKILLS, HOW TO BUILD SELF-ESTEEM, HOW TO SET GOALS AND MAKE GOOD DECISIONS, DEALING WITH CONFLICT AND ANGER, STRESS MANAGEMENT, ASSERTIVENESS, COMPUTER TRAINING, JUST TO NAME A FEW. INDIVIDUALS SET THEIR GOALS AND TRAINING ASSISTS THEM TO BE SUCCESSFUL IN ACHIEVING THEM. 158325 0 154243 ASSISTIVE TECHNOLOGY SERVICE PROVIDES EDUCATION ABOUT, EVALUATIONS FOR, AND TRIALS OF ASSISTIVE TECHNOLOGY EQUIPMENT. THIS PROGRAM EXISTS TO HELP INDIVIDUALS WITH DISABILITIES, FAMILY MEMBERS, FRIENDS, SERVICE PROVIDERS, AND EMPLOYERS MAKE INFORMED CHOICES ABOUT ADAPTIVE EQUIPMENT AND TO FIND COST-EFFECTIVE WAYS TO MEET THEIR ADAPTIVE EQUIPMENT NEEDS. 995208 0 8701 995208 8701 20526229 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 47 0 1134 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X WENDY HUOT 4142917520 540 S 1ST ST MILWAUKEE WI 532041605 BILLIE TORRENTT CHAIR 3.00 1.00 X X 0 0 0 RYAN RAMOS VICE CHAIR 3.00 1.00 X X 0 0 0 BRAD HOLZ SECRETARY 1.00 X X 0 0 0 DAVID FRANK TREASURER 3.00 1.00 X X 0 0 0 KAREN HUNT DIRECTOR 1.00 X 0 0 0 SCOTT LUBER DIRECTOR 1.00 1.00 X 0 0 0 JOHN DZIEWA DIRECTOR 1.00 X 0 0 0 JAKEIM JACKSON-BELL DIRECTOR 1.00 X 0 0 0 WILLIAM CROWLEY DIRECTOR 1.00 X 0 0 0 KAWANZA NEWSON DIRECTOR 1.00 X 0 0 0 BEVERLY WALKER DIRECTOR 1.00 X 0 0 0 KENT WALTERS DIRECTOR 1.00 1.00 X 0 0 0 PAUL WIERZBA DIRECTOR 1.00 X 0 0 0 CHRISTINE BROOKS DIRECTOR (FROM JULY 2023) 1.00 X 0 0 0 JOANNE WILLIAMS DIRECTOR (THRU JUNE 2023) 1.00 X 0 0 0 JAMES GUCKENBERG DIRECTOR (THRU JUNE 2023) 1.00 X 0 0 0 SAMANTHA TADYCH DIRECTOR (THRU JUNE 2023) 1.00 X 0 0 0 MARCIA BOUCHER PRESIDENT/CEO 40.00 3.00 X 232167 0 22837 WENDY HUOT CHIEF FINANCIAL OFFICER 40.00 3.00 X 183773 0 16420 KATHY ACEVEDO CHIEF OPERATING OFFICER 40.00 3.00 X 171938 0 25781 TRACY THOMAS CONTROLLER 40.00 3.00 X 143272 0 22154 CHARLES SMITH ASSISTANT CONTROLLER 40.00 3.00 X 100386 0 17363 JACOB NOWAK INFORMATION TECHNOLOGY DIRECTOR 40.00 3.00 X 116549 0 40672 MYRA SANCHICK MARKETING & STRATEGIC PARTNERSHIPS DIRECTOR 40.00 3.00 X 117875 0 26365 SCOTT CURWICK HUMAN RESOURCES DIRECTOR 40.00 3.00 X 104893 0 14464 1170853 0 186056 8 0 1 0 0 136314 49192 863500 1211522 302042 2562570 PERSONAL ASSISTANCE SERVICES 624120 22187576 22187576 ASSISTIVE TECHNOLOGY 624120 154243 154243 INDEPENDENT LIVING SERVICES 624120 51230 51230 ENTREPRENEURIAL VENTURES 624120 5019 5019 3682 3682 22401750 215009 215009 196157 133607 62550 62550 62550 1271031 1286478 -15447 -15447 -15447 5400 49192 20584 -15184 -15184 25211248 22401750 62550 184378 652916 652916 17913616 15749524 1821147 342945 501224 447944 43526 9754 1514823 1320146 165931 28746 1539158 1307669 203015 28474 16406 16406 56350 56350 23966 23966 796875 474377 322498 192222 26849 163606 1767 265027 231969 28946 4112 339259 254444 50889 33926 446098 240735 200642 4721 42090 35759 5552 779 68771 68771 5200 4418 686 96 218141 144800 70502 2839 230075 172556 34511 23008 BAD DEBT EXPENSE 63395 63395 MEMBERSHIP DUES 23703 20138 3126 439 LICENSES AND FEES 17056 14542 2514 NCIL 11588 11588 24937959 20526229 3930124 481606 728853 232041 700000 1110682 162385 250956 2260897 2465089 1353 451 80434 79193 10223784 4862477 5612277 5361307 6013469 7595711 316521 372957 28254 14876 15904443 17483263 1126109 1141475 231147 33535 1763445 1407974 342705 1395715 3463406 3978699 X 10002745 10386706 2438292 3117858 12441037 13504564 15904443 17483263 X 273289 803616 -13378 X 0 1 X 1 1 1 X 3985054 6357670 1920190 1963627 2562570 16789111 26501962 26994558 24716150 24094912 22401750 124709332 16056 5400 21456 30503072 33352228 26636340 26058539 24969720 141519899 0 0 0 141519899 206389 272503 320447 341484 411166 1551989 206389 272503 320447 341484 411166 1551989 30709461 33624731 26956787 26400023 25380886 143071888 0.98920 0.99110 0.01080 0.00890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 0 0 0 1218000 1218000 6868595 2858873 4009722 1838303 1742481 95822 298886 261123 37763 5361307 ESTIMATED THIRD-PARTY PAS PAYER SETTLEMENTS 14600 DEFERRED COMPENSATION OBLIGATION 331115 LINE OF CREDIT 1050000 1395715 EMPOWER MOVIE MATINEE 21223 19123 2100 3555 950 870 EMPOWER CONCERT 19540 19540 2846 104 5000 2277 1 13829 10529 3300 950 4032 54592 49192 5400 7351 104 5950 7179 20584 -15184 X X X 0 0 0 0 0 0 0 0 0 MARCIA BOUCHER PRESIDENT/CEO 232167 0 0 0 0 0 11734 0 11103 0 255004 0 0 0 WENDY HUOT CHIEF FINANCIAL OFFICER 183773 0 0 0 0 0 9072 0 7348 0 200193 0 0 0 KATHY ACEVEDO CHIEF OPERATING OFFICER 171938 0 0 0 0 0 5211 0 20570 0 197719 0 0 0 TRACY THOMAS CONTROLLER 143272 0 0 0 0 0 7600 0 14554 0 165426 0 0 0 JACOB NOWAK INFORMATION TECHNOLOGY DIRECTOR 116549 0 0 0 0 0 6384 0 34288 0 157221 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE, COMPRISED OF OFFICERS OF THE GOVERNING BODY, REVIEW AND DETERMINE OFFICER AND KEY EMPLOYEE COMPENSATION ANNUALLY. COMPENSATION GUIDES ARE REVIEWED. ALSO, THERE ARE GOALS RELATED TO THE ORGANIZATION'S FINANCIAL AND PROGRAM PERFORMANCE THAT ARE REVIEWED. ALL EMPLOYEES ARE REVIEWED ANNUALLY BY THEIR IMMEDIATE SUPERVISOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WERE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S ANNUAL REPORT WAS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF DEFERRED TAX ASSETS -13,378. INDEPENDENCE FIRST FOUNDATION INC 540 S 1ST ST MILWAUKEE WI 532041605 462941274 SUPPORT INDEPENDENCE FIRST, INC. WI 501(C)(3) LINE 12A, I INDEPENDENCE FIRST INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 INDEPENDENCE FIRST FOUNDATION INC C 863500 FACE AMOUNT