2024-08-26T12:41:14-05:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 391969834 INNOVATIVE SERVICES INC INNO 9204310962 2321 SAN LUIS PL GREEN BAY WI 54304 CAROLYN JAZGAR VP FINANCE 9204310962 2024-08-23 1 1 JESSICA NATUS P01799381 2187224705 2024-08-16 2023 2024-08-08 14:25:15Z MICHAEL SCHWARTZ 2321 SAN LUIS PL GREEN BAY WI 54304 23348322 0 X ISIINC.ORG X 2003 WI INNOVATIVE SERVICES, INC. (ISI) IS MADE UP OF OVER 400 DEDICATED TEAM MEMBERS, MAKING US ONE OF THE LARGEST CARETAKING NONPROFITS IN WISCONSIN. ISI PROVIDES COMMUNITY SUPPORTED LIVING, RESIDENTIAL CARE, AND MENTAL HEALTH CARE TO PEOPLE WITH DISABILITIES AND THEIR FAMILIES. ISI'S 700+ CLIENTS LIVE THROUGHOUT THE STATE IN THEIR OWN HOMES, IN ISI'S ADULT FAMILY HOMES, OR IN OUR COMMUNITY BASED RESIDENTIAL FACILITIES. WE SERVE YOUTH AND ADULTS WITH PHYSICAL AND MENTAL HEALTH NEEDS, INVOLVING THEM IN THEIR CARE, SO THEY CAN THRIVE. IN 2023 WE ASSISTED AN AVERAGE OF 720 CLIENTS PER MONTH ACROSS OUR THREE BUSINESS UNITS - COMMUNITY SUPPORTED LIVING (CARE IN THE CLIENT'S HOME), RESIDENTIAL 24/7 CARE (CARE IN ISI'S HOME), AND COMPREHENSIVE COMMUNITY SERVICES (MENTAL HEALTH CARE IN THE COMMUNITY). 5 5 831 5 0 0 7309403 6403453 18053447 16480517 504316 453506 0 0 25867166 23337476 0 0 0 0 17748477 17805843 0 0 0 6074008 5716782 23822485 23522625 2044681 -185149 13673258 13489995 9299413 9301299 4373845 4188696 X INNOVATIVE SERVICES, INC. (ISI) CARES FOR THOSE WITH DISABILITIES, HELPING THEM LEAD FULFILLING LIVES WITH MAXIMUM INDEPENDENCE. ISI'S VISION IS TO BE THE MOST TRUSTED CARE PROVIDER FOR PEOPLE WITH DISABILITIES IN WISCONSIN. 0 0 9347983 0 8510976 ISI PROVIDES 24/7 RESIDENTIAL CARE WITH DIGNITY FOR PEOPLE WITH DISABILITIES THROUGH TWO DIFFERENT MODELS. ADULT FAMILY HOMES (AFH) ARE STATE-LICENSED PROGRAMS IN WHICH 4 OR FEWER NON-RELATED ADULTS WITH DISABILITIES LIVE IN A HOME IN THE COMMUNITY. ISI PROVIDED CARE FOR 65 CLIENTS ON AVERAGE PER MONTH IN THIS MODEL. COMMUNITY BASED RESIDENTIAL FACILITIES (CBRF'S) ARE STATE-LICENSED PROGRAMS IN WHICH 20 OR FEWER NON-RELATED ADULTS WITH DISABILITIES OR OTHER NEEDS LIVE IN A HOME IN THE COMMUNITY. DURING THE YEAR, THE ORGANIZATION PROVIDED CARE FOR 48 CLIENTS ON AVERAGE PER MONTH. CLIENTS RECEIVE TREATMENT OR SERVICES, ABOVE ROOM AND BOARD, AND MAY RECEIVE UP TO SEVEN (7) HOURS OF NURSING SERVICES PER WEEK. THIS IS "HOME" FOR OUR CLIENTS AND ALLOWS FOR ONE-TO-ONE ATTENTION AND GREATER INTEGRATION INTO THE COMMUNITY. ISI TEAM MEMBERS SERVE THESE PEOPLE 24-HOURS PER DAY, 7 DAYS PER WEEK DURING THE YEAR. 6719318 0 7808607 INNOVATIVE SERVICES INC. (ISI) OFFERS COMMUNITY SUPPORTED LIVING (CSL) PROGRAMS TO PEOPLE WITH DISABILITIES TO ALLOW THEM TO REMAIN AND THRIVE IN THEIR OWN HOMES. CSL SERVICES ARE PROVIDED AS NEEDED AND ARE FOCUSED ON ACHIEVEMENT OF OUTCOMES, NOT SPECIFIC HOURS OF SERVICE. THIS FLEXIBLE AND LOW-COST MODEL SERVES ANYWHERE FROM 3 TO 30 INDIVIDUALS IN A COMMUNITY WITH ANY OF THE FOLLOWING NEEDS: PERSONAL GROOMING, MEDICATIONS, HOUSEKEEPING, MEAL PREPARATION, LAUNDRY, SHOPPING, LEISURE ACTIVITIES INCLUSIVE OF TRANSPORTATION AND ACCOMPANIMENT FOR MEDICAL AND OTHER APPOINTMENTS. THE USE OF ASSISTIVE MONITORING TECHNOLOGY ALLOWS GREATER INDEPENDENCE FOR INDIVIDUALS IN A COMMUNITY SUPPORTED LIVING PROGRAM. THESE PROGRAMS SERVED AN AVERAGE OF 340 CLIENTS PER MONTH IN 2023.ISI OFFERS SUPPORTIVE HOME CARE SERVICES TO PEOPLE LIVING IN THE COMMUNITY THAT MAY CONSIST OF ASSISTANCE WITH ANY OF THE FOLLOWING: PERSONAL GROOMING, MEDICATIONS, HOUSEKEEPING, MEAL PREPARATION, LAUNDRY, SHOPPING, TRANSPORTATION AND ACCOMPANIMENT FOR MEDICAL/SOCIAL APPOINTMENTS. CLIENTS CAN SELECT THEIR OWN VENDORS, PAY THEIR OWN BILLS AND PURCHASE THEIR OWN SUPPLIES. WHILE CLIENT NEED DICTATES THE SPECIFIC LEVEL OF SUPPORT, STAFF ARE AVAILABLE 24/7 AND MOST OF OUR PROGRAMS ARE STAFFED 24 HOURS A DAY. DURING THE YEAR, THE ORGANIZATION PROVIDED CARE FOR AN AVERAGE OF 17 CLIENTS PER MONTH. 4470079 0 160934 ISI OFFERS COMPREHENSIVE COMMUNITY SERVICES (CCS) FOR YOUTH AND ADULTS AS WELL AS MENTAL HEALTH SERVICES FOR INDIVIDUALS WITH MENTAL ILLNESS, SUBSTANCE ABUSE DISORDERS, AND OTHER DIAGNOSES. CLIENTS MOST IN NEED RECEIVE SUPPORT AND MENTAL HEALTH CARE BY LICENSED TEAM MEMBERS. THE ORGANIZATION PROVIDED SERVICES TO AN AVERAGE OF 250 CLIENTS PER MONTH.YOUTH SERVICES CCS/CLTS CONSIST OF MAXIMIZING COMMUNITY-BASED SUPPORTS THAT TEACH STRUGGLING YOUTH (AND THEIR PARENTS) ABOUT BARRIERS AND HOW TO OVERCOME THEM. SERVICES ARE PROVIDED TO YOUTHS FROM PRE-SCHOOL TO HIGH SCHOOL WITH MENTAL ILLNESS, BEHAVIORAL DIFFICULTIES, DEVELOPMENTAL DISABILITIES, AND MORE. ADULT COMPREHENSIVE COMMUNITY SUPPORTS ARE ALSO OFFERED TO ADULTS THAT TEACH ABOUT BARRIERS AND HOW TO OVERCOME THEM. FINALLY, SERVICES ARE PROVIDED TO ADULTS WITH MENTAL ILLNESS, SUBSTANCE ABUSE DISORDERS, AND OTHER DIAGNOSES. 20537380 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 104 0 831 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CAROLYN JAZGAR 9204310962 2321 SAN LUIS PL GREEN BAY WI 54304 BILL LAAKSO CHAIRMAN 2.00 X X 0 0 0 JACKIE DRAWS TREASURER 2.00 X X 0 0 0 RICK SENSE SECRETARY 1.00 X X 0 0 0 KRISTINA HACKBARTH-HORN DIRECTOR 1.00 X 0 0 0 ED KRUEGER DIRECTOR 1.00 X 0 0 0 MELISSA MICHEL DIRECTOR OF OPERATIONS (TERMED MAY) 40.00 X 61385 0 4760 MICHAEL SCHWARTZ CEO 40.00 X 169714 0 4242 JILL ROWLAND VP OPERATIONS (TERMED JULY) 40.00 X 91235 0 3552 DOUG BERGAN VP PEOPLE (TERMED AUGUST) 40.00 X 80952 0 16321 KERRY BLONDHEIM VP ADMINISTRATION 30.00 X 77271 0 264 REBECCA HRDLICKA VP OPERATIONS 40.00 X 119425 0 33167 CAROLYN JAZGER VP FINANCE 40.00 X 138010 0 11560 LYNN SMITS VP HUMAN RESOURCES 40.00 X 31881 0 110 769873 0 73976 3 0 1 0 0 6146955 256498 6403453 RESIDENTIAL SERVICES 623990 16480517 16480517 16480517 17888 17888 446464 10846 435618 435618 435618 23337476 16480517 0 453506 843849 843849 14360371 13747190 613181 136112 136112 1500452 1421196 79256 965059 878608 86451 11477 11477 58490 58490 159044 159044 877640 793154 84486 313282 25426 287856 1698031 1432608 265423 455581 358290 97291 12733 12733 127059 121609 5450 640724 453509 187215 394156 328337 65819 CLIENT FOOD 309431 309431 TRAINING AND RECRUITING 266793 236975 29818 REPAIRS AND MAINTENANCE 174685 145219 29466 VEHICLE LEASE 128466 102101 26365 89190 47615 41575 23522625 20537380 2985245 0 2402460 1719619 0 1017843 2906353 2287620 299084 284639 5444544 2706823 2287632 2737721 5777729 5442553 13673258 13489995 1250575 1115754 2262383 2726619 5786455 5458926 9299413 9301299 X 4373845 4188696 4373845 4188696 13673258 13489995 -185149 0 X 0 1 X 1 1 1 X 9160534 8113341 7342337 7309403 6403453 38329068 23867181 19606952 17804602 18053447 16480517 95812699 33027715 27720293 25146939 25362850 22883970 134141767 0 0 0 134141767 17888 17888 17888 17888 33027715 27720293 25146939 25362850 22901858 134159655 0.99990 1.00000 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 175466 175466 1424207 927321 496886 410646 245267 165379 445109 430868 14241 2989116 1103367 1885749 2737721 ROU ASSET - OPERATING TYPE LEASES 5442553 5442553 ROU OBLIGATION - OPERATING TYPE LEASES 5458926 5458926 X PART X, LINE 2: IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE ORGANIZATION DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED. THE ORGANIZATION HAS RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. X X X X 1 0 0 0 0 0 0 0 0 MICHAEL SCHWARTZ CEO 156718 0 7850 0 5146 0 0 0 4242 0 173956 0 0 0 REBECCA HRDLICKA VP OPERATIONS 94855 0 17950 0 6620 0 3022 0 30145 0 152592 0 0 0 PART I, LINE 4A JILL ROWLAND - $22,016.00 DOUG BERGAN - $8,319.24 MELISSA MICHEL - $42,252.00 FORM 990, PART VI, SECTION B, LINE 11B DISTRIBUTED TO MEMBERS OF BOARD TO REVIEW USING THE BOARD PRO APPLICATION WHICH ALSO RETAINS A PERMANENT COPY OF THE DOCUMENT AVAILABLE TO ALL MEMBERS. IF THERE ARE QUESTIONS, THE VICE PRESIDENT OF FINANCE ADDRESSES EACH ONE BY RESPONDING USING THE BOARD PRO APPLICATION. IF ISSUES OR DISAGREEMENTS ARISE, A MEETING MAY BE SCHEDULED FOR THE BOARD TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO DIRECTORS AND OFFICERS. IT IS ANNUALLY REVIEWED BY BOARD OF DIRECTORS AND MANAGEMENT. DIRECTORS AND OFFICERS ARE EXPECTED TO DISCLOSE CONFLICTS, INCLUDING OUTSIDE EMPLOYMENT THAT MAY CREATE CONFLICTS AND PERSONAL RELATIONSHIPS WITH CLIENTS, BUSINESS PARTNERS, ETC. THE BOARD OF DIRECTORS THEN DETERMINES WHETHER A PERSON WITH A COVERED INTEREST HAS A CONFLICT OF INTEREST AND THE APPROPRIATE COURSE OF ACTION IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 AN EXECUTIVE TEAM COMPENSATION REVIEW WAS COMPLETED IN SEPTEMBER 2022, WHICH INCLUDED THE USE OF AN OUTSIDE CONSULTANT, WAGE STUDIES AND A PROCESS APPROVED BY THE BOARD. IT WILL BE REFRESHED AND REVIEWED SEMI-ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. INNOVATIVE WISCONSIN LLC 2321 SAN LUIS PLACE GREEN BAY WI 54304 471752821 PROVIDE ADULT FAMILY HOME, SUPPORTIVE HOME CARE AND COMMUNITY SUPPORTIVE LIV WI 21462977 197753 INNOVATIVE SERVICES INC