2024-08-07T08:51:29-05:00 2023-12-31 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2023-01-01 390806398 LAD LAKE INC LADL 2629652131 W350 S1401 WATERVILLE ROAD DOUSMAN WI 53118 DONELLE HAUSER PRESIDENT & CEO 2629652131 2024-07-26 1 0 SOLOMON MARDAKHAEV P01806552 6105653930 2024-07-10 2023 2024-08-08 14:25:15Z DONELLE HAUSER W350 S1401 WATERVILLE ROAD DOUSMAN WI 53118 16872000 0 X WWW.LADLAKE.ORG X 1902 WI THE YOUTH IN OUR CARE ARE SOME OF OUR COMMUNITY'S MOST VULNERABLE. NEARLY ALL HAVE EXPERIENCED CHILD ABUSE AND NEGLECT, SUFFERED ADDICTION, AGED OUT OF FOSTER CARE, BEEN INVOLVED IN THE YOUTH JUSTICE SYSTEM OR SUFFERED COMMERCIAL SEXUAL EXPLOITATION. OUR PROGRAMS PROVIDE SAFER LIVING ENVIRONMENTS, BETTER HEALTH, THERAPEUTIC CARE, STRONGER EDUCATIONAL AND SOCIAL SUPPORTS, AND PROMISING FUTURES. 10 9 390 154 0 0 13768972 13811565 173624 165248 422226 194209 32143 37564 14396965 14208586 0 0 0 0 11670149 13164042 0 0 326518 3383856 2891206 15054005 16055248 -657040 -1846662 16906002 15693480 4793242 4946176 12112760 10747304 X THE MISSION OF LAD LAKE, INC. IS TO GUIDE THE GROWTH OF AT-RISK YOUTH SO THAT THEY REACH THEIR POTENTIAL AND LIVE RESPONSIBLY. 0 0 11630730 0 0 OUR RESEARCH INDICATES THAT NEARLY ALL (92%) OF LAD LAKE YOUTH IN RESIDENTIAL CARE HAVE LIVED THROUGH MULTIPLE TRAUMATIC EVENTS. MANY HAVE LIVED THROUGH SEVERE NEGLECT. SOME HAVE BEEN ABUSED. OTHERS WITNESSED VIOLENCE. NEARLY ALL EXPERIENCE PSYCHOLOGICAL CHALLENGES. IN FACT, THE VAST MAJORITY (70%) OF LAD LAKE YOUTH STRUGGLE WITH MENTAL HEALTH CONDITIONS LIKE ANXIETY, DEPRESSION AND PTSD. LAD LAKE'S TRAUMA-INFORMED EVIDENCE-BASED PROGRAMS AND CARING STAFF ARE A CRITICAL COMPONENT TO HELPING YOUTH SUCCEED. LAD LAKE RESIDENTS AND STUDENTS ARE ABLE TO HEAL IN A SAFE AND THERAPEUTIC ENVIRONMENT AND BENEFIT FROM: STRENGTH-BASED APPROACH, PSYCHIATRIC SERVICES, SPECIALIZED THERAPIES INCLUDING TRAUMA-FOCUSED COGNITIVE BEHAVIORAL THERAPY, DIALECTICAL BEHAVIOR THERAPY (DBT), ART AND EQUINE THERAPIES, MOTIVATIONAL ENHANCEMENT THERAPY AND COGNITIVE BEHAVIORAL THERAPY (MET/CBT5), ONSITE STAFF TRAINED IN TRAUMA-SENSITIVE CARE UTILIZING THE RISKING CONNECTIONS MODEL AND THERAPEUTIC GROUPS HELPING YOUTH DEVELOP SKILLS TO HANDLE LIFE'S CHALLENGES INCLUDING MINDFULNESS PRACTICES, EMOTIONAL REGULATION AND DIALECTICAL BEHAVIORAL THERAPY. 977626 0 165248 LAD LAKE OFFERS A VARIETY OF SPECIALIZED ACADEMIC PROGRAMS FOR YOUTH AT-RISK OF SCHOOL FAILURE. LAD LAKE OPERATES THREE SCHOOLS IN MILWAUKEE AND DOUSMAN WITH PROGRAMS THAT ARE SPECIFICALLY SUITED TO MEET THE NEEDS AND CHALLENGES OF EACH STUDENT. WITH A HIGHLY-INDIVIDUALIZED CLASSROOM ENVIRONMENT, HIGH TEACHER-TO-CHILD RATIOS, AND ONSITE SPECIALISTS AND THERAPISTS, LAD LAKE SCHOOLS GIVE STUDENTS THE GREATEST OPPORTUNITY FOR SUCCESS. THROUGH ITS DAY SCHOOLS AND ONSITE SCHOOLS AT ITS TWO RESIDENTIAL CAMPUSES, LAD LAKE TEACHERS HELP HUNDREDS OF KIDS WITH DEVELOPMENTAL AND BEHAVIORAL CHALLENGES SUCCEED IN SCHOOL INCLUDING: YOUTH WITH DEVELOPMENTAL DELAYS OR BEHAVIORAL DISABILITIES, YOUTH WITH ALCOHOL OR OTHER DRUG DEPENDENCIES, STUDENTS WITH SEVERE CREDIT DEFICIENCIES, STUDENTS AT-RISK OF EXPULSION. FOR MANY OF THESE YOUTH, LAD LAKE IS THEIR LAST HOPE AT GETTING BACK ON TRACK ACADEMICALLY. LAD LAKE TEACHERS OFFER INDIVIDUALIZED EDUCATION PLANS FOR STUDENTS, AND ARE ABLE TO CATER TO THEIR SPECIALIZED NEEDS. THROUGH OUR EDUCATIONAL PROGRAMS, 76% OF OUR YOUTH INCREASED THEIR READING AND MATH SCORES BY 2 GRADE LEVELS IN ONE SEMESTER. 592719 0 0 THROUGH A COMMUNITY-BASED MODEL, LAD LAKE OFFERS A VARIETY OF SERVICES INCLUDING:IN-HOME THERAPY, MENTORING, SUPERVISED VISITATIONS AND OUTPATIENT SERVICES TO YOUTH AND FAMILIES WHO HAVE EXPERIENCED CRISIS IN THEIR HOME LIFE. LAD LAKE HELPS YOUTH WITH A RANGE OF NEEDS INCLUDING: EMOTIONAL OR DEVELOPMENTAL DISABILITIES. YOUTH WITH ALCOHOL OR DRUG ABUSE DEPENDENCIES, YOUTH WITH MENTAL HEALTH ISSUES, YOUTH WITH A HISTORY OF TRUANCY, YOUTH WITH A HISTORY OF FAMILIAL PROBLEMS, YOUTH WITH A FAMILY MEMBER IN PRISON AND YOUTH WHO HAVE COMMITTED THEIR FIRST MINOR DELINQUENT OFFENSE. RELYING ON A TRAUMA-INFORMED APPROACH, LAD LAKE STAFF PROVIDE SERVICES TO FAMILIES TO PROMOTE HEALTHY RELATIONSHIPS AND RESPONSIBILITY WHILE ENCOURAGING FAMILIES TO WORK TOWARD REUNIFICATION. THE PROGRAMS ARE DESIGNED TO WORK WITH YOUTH AND FAMILIES TOWARD HEALTHIER CHOICES AND SUPPORTIVE CONNECTIONS. 490955 0 0 COMPREHENSIVE COMMUNITY SERVICES (CCS) IS A VOLUNTARY PROGRAM THAT PROVIDES CLIENT-CENTERED AND DIRECTED PSYCHOSOCIAL SERVICES THAT PROMOTE RECOVERY FOR ELIGIBLE CHILDREN AND YOUNG ADULTS OF MILWAUKEE COUNTY. CCS FOCUSES ON HELPING PEOPLE WHO HAVE A MENTAL HEALTH AND/OR A SUBSTANCE USE DIAGNOSIS ON THEIR JOURNEY TO RECOVERY. THE PROGRAM IS FOR PEOPLE WHO HAVE NEEDS THAT, IF IGNORED, COULD LEAD TO BEING HOSPITALIZED IN TIMES OF CRISIS. THE PURPOSE OF COMPREHENSIVE COMMUNITY SUPPORT SERVICES IS TO SURROUND INDIVIDUALS/FAMILIES WITH THE SERVICES AND RESOURCES, IN THE COMMUNITY, THAT ARE NECESSARY TO PROMOTE RECOVERY, REHABILITATION, AND RESILIENCY. THOSE WHO QUALIFY FOR CCS WORK WITH A CARE COORDINATOR TO DEVELOP AN INDIVIDUALIZED PLAN OF CARE. INDIVIDUALS CAN CHOOSE FROM A WIDE RANGE OF SERVICES WHICH IS INTENDED TO HELP THEM; IMPROVE HEALTH, PROMOTE WELLNESS, ACHIEVE PERSONAL GOALS AND ENHANCE OVERALL QUALITY OF LIFE. 490955 0 0 13692030 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 37 0 390 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X JUDY RICH 2629652131 W350 S1401 WATERVILLE ROAD DOUSMAN WI 53118 DONELLE HAUSER PRESIDENT & CEO 34.00 6.00 X X 219567 0 27044 DAVID PERHACH CHAIR 1.00 1.00 X X 0 0 0 CHERYL HILL VICE CHAIR 1.00 1.00 X X 0 0 0 ARNOLD STUEBER VICE CHAIR 1.00 1.00 X X 0 0 0 JIM HUNZINGER PAST CHAIR (THRU JAN 2023) 1.00 1.00 X X 0 0 0 THOMAS H KOPLIN CPA CGMA TREASURER / SECRETARY 1.00 1.00 X X 0 0 0 ERIC BERMAN DIRECTOR 1.00 1.00 X 0 0 0 NICOLE BIEDERER DIRECTOR 1.00 1.00 X 0 0 0 LYNN HEIMBRUCH DIRECTOR 1.00 1.00 X 0 0 0 CRYSTAL OWNEY DIRECTOR (THRU JAN 2023) 1.00 1.00 X 0 0 0 CONNIE PALMER DIRECTOR 1.00 1.00 X 0 0 0 SANDIE TALBOT DIRECTOR 1.00 1.00 X 0 0 0 REBECCA BARNES PSYCHIATRIC NURSE PRACTITIONER 34.00 6.00 X 161921 0 0 CURT JOHNSON DIRECTOR OF INFORMATION SYSTEMS 34.00 6.00 X 104798 0 11801 JUDY RICH DIRECTOR OF FINANCE 34.00 6.00 X 116367 0 3124 JESSICA WALDRON CHIEF PROGRAM OFFICER 34.00 6.00 X 120729 0 271 CAROLYN PARKINSON CHIEF ADMIN OFFICER 34.00 6.00 X 145000 0 0 868382 0 42240 6 0 1 0 0 111004 13250921 449640 87198 13811565 FEES FOR SERVICES 611710 165248 165248 165248 132217 132217 7930 0 7930 7930 7930 2664011 2602019 61992 61992 61992 22758 111004 61395 -38637 -38637 68271 68271 68271 14208586 165248 0 231773 246611 246611 10341310 9072913 1091019 177378 1220468 1108666 101878 9924 1355653 1184833 149634 21186 5200 5200 81871 81871 33844 33844 284762 181149 87923 15690 34660 20514 14146 82144 73091 7697 1356 109481 40661 67598 1222 389538 362505 25833 1200 171794 155202 12349 4243 66210 43411 21339 1460 275384 275384 303562 296218 7344 196557 111734 84823 FOOD EXPENSES 392710 392653 57 STUDENT/CLIENT SUPPLIES 188814 188393 421 MEDICAL EXPENSES 62051 62051 CLOTHING/LAUNDRY 19978 19978 192646 68830 30957 92859 16055248 13692030 2036700 326518 248812 75956 1320930 1312645 4219175 3969040 23456 19072 158695 111650 12114633 8421609 3892657 3693024 5672502 5144233 14682 0 1355093 1367860 16906002 15693480 933072 1155798 3836242 3784058 23928 6320 4793242 4946176 X 11299798 9951171 812962 796133 12112760 10747304 16906002 15693480 -1846662 481206 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4340748 500007 1169883 3670872 5231261 -595995 294518 4340748 5187697 342104 298540 5231261 4826470 637442 276215 5187697 4108807 744368 26705 4826470 0.97468 0.02532 0 0 633566 633566 8328229 5611493 2716736 3124201 2810116 314085 28637 28637 3693024 INVESTMENT IN DIVISION 100000 RIGHT OF USE ASSET 12767 INVESTMENT IN LAD LAKE MILWAUKEE, INC. 1255093 1367860 FINANCE LEASE OBLIGATIONS 6320 6320 X 14717343 481206 61395 542601 14174742 33844 33844 14208586 16082799 61395 61395 16021404 33844 33844 16055248 PART V, LINE 4: THE ENDOWMENT FUNDS OF LAD LAKE, INC. ARE INTENDED TO SUPPORT ANY FUTURE OPERATIONAL SHORTFALLS OF THE ORGANIZATION OR FUTURE PROGRAM ENHANCEMENTS. PART X, LINE 2: THE ORGANIZATION ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OR THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 61,395. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 61,395. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 LAD LAKE, INC. CONTRACTS DIRECTLY WITH VARIOUS PUBLIC SCHOOL DISTRICTS AND THUS IS COVERED UNDER THOSE SCHOOL DISTRICTS' DISCLOSURES AND SOLICITATIONS. SCHEDULE E, PART I, LINE 6 LAD LAKE, INC. RECEIVES FEDERAL, STATE AND LOCAL AWARDS FROM THE FOLLOWING GOVERNMENTAL AGENCIES: US DEPT AGRICULTURE US DEPT OF JUSTICE US DEPT EDUCATION US DEPT HEALTH & HUMAN SERVICES WISCONSIN DEPT OF PUBLIC INSTRUCTION WISCONSIN DEPT OF HEALTH WISCONSIN DEPT OF CHILD AND FAMILY SERVICES ARROWHEAD UNION HIGH SCHOOL CHIPPEWA CO DODGE COUNTY HSHD EAST TROY SCHOOL DISTRICT FONTANA SCHOOL DISTRICT HARTFORD UNION SCHOOL DISTRICT HO CHUNK NATION LAKE GENEVA-GENOA SCHOOL DISTRICT MILWAUKEE CO DHHS - WRAPAROUND MUKWONAGO SCHOOL DISTRICT MUSKEGO-NORWAY SCHOOL DISTRICT OUTAGAMIE CO DSS PEWAUKEE SCHOOL DISTRICT ROCK COUNTY HSD RUSK CO DHS TREMPEALEAU CO DHS WALWORTH COUNTY DSS WATERTOWN SCHOOL DISTRICT WAUKESHA SCHOOL DISTRICT WEST ALLIS SCHOOL DISTRICT WINNEBAGO CO DHS WISCONSIN SAFE AND HEALTHY SCHOOLS CENTER WPS BRIGHT LIGHTS BIG DREAMS 111051 95173 15878 2700 16795 26155 KETTLE CLASSIC 22711 15831 6880 2947 1622 11176 133762 111004 22758 5647 18417 37331 61395 -38637 X X X 0 0 0 0 0 0 0 1 0 DONELLE HAUSER PRESIDENT & CEO 199317 0 20250 0 0 0 0 0 27044 0 246611 0 0 0 REBECCA BARNES PSYCHIATRIC NURSE PRACTITIONER 161921 0 0 0 0 0 0 0 0 0 161921 0 0 0 PART I, LINE 7 SCHEDULE J, PART II, COLUMN (B)(II) REPORTS DISCRETIONARY INCENTIVE AMOUNTS THAT WERE APPROVED BY THE BOARD BASED UPON PERFORMANCE. X 66020 FAIR MARKET VALUE X OFFICE/BUSINESS ITEMS 1 19228 COST OF DONATED PROP X TOOLS 2 1950 COST OF DONATED PROP 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION TRACKS AND REPORTS THE ACTUAL NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD AND THE FINANCE COMMITTEE FOR THEIR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL REQUIREMENT TO FILL OUT A CONFLICT OF INTEREST STATEMENT IS REQUIRED FOR DIRECTORS, OFFICERS, AND KEY EMPLOYEES. A POTENTIAL CONFLICT OF INTEREST IS REVIEWED WHENEVER THE PERSONAL OR PROFESSIONAL INTERESTS OR CONCERNS OF A COVERED PERSON MAY BE SEEN AS COMPETING WITH THE INTERESTS OR CONCERNS OF LAD LAKE, INC. AFTER DISCLOSURE OF A POTENTIAL COMPETING INTEREST, THE COVERED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE REMAINING MEMBERS. WHEN IT IS DETERMINED THAT A CONFLICT OF INTEREST DOES EXIST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MEETS ANNUALLY TO REVIEW THE COMPENSATION RECOMMENDATIONS MADE BY THE CEO FOR LAD LAKE'S EXECUTIVE LEADERSHIP TEAM. THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF THE CEO. IN MAKING ITS DETERMINATION, THE COMMITTEE REVIEWS RELEVANT COMPARABILITY DATA AND CONSIDERS THE REASONABLENESS OF THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION FILES ITS AUDITED FINANCIAL STATEMENTS EACH YEAR WITH THE WISCONSIN DEPARTMENT OF REGULATION AND LICENSING. THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS ARE AVAILABLE TO THE PUBLIC FROM THE WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS. IF A REQUEST WERE MADE FOR COPIES OF THE ORGANIZATION'S BYLAWS AND CONFLICT OF INTEREST POLICY, THE ORGANIZATION WOULD PROVIDE THEM. NO SUCH REQUEST HAS BEEN MADE. LAD LAKE MILWAUKEE INC W350 S1401 WATERVILLE ROAD DOUSMAN WI 53118 770671639 SCHOOL WI 501(C)(3) LINE 2 LAD LAKE INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 LAD LAKE MILWAUKEE INC O 153641 COST