2024-11-14T14:28:31-06:00 2023-12-31 990 2023-01-01 390806257 Milwaukee Center For Independence Inc MILW 4149372020 2020 W Wells St Milwaukee WI 532332720 Bridget Fassett CFO 4149372020 2024-11-14 0 2023 2024-10-15 13:58:12Z Bridget Fassett 2020 W Wells St Milwaukee WI 532332720 42393349 0 X www.cfihope.org X 1946 WI Partnering with people of all abilities to advance their total health. 3 0 703 0 0 0 4818635 3533188 36780698 39414691 47754 232555 -2677167 -787085 38969920 42393349 38816 2248000 0 0 21360122 21418964 0 0 87619 23034453 24994812 44433391 48661776 -5463471 -6268427 37904772 27608753 41285770 37258178 -3380998 -9649425 X Milwaukee Center For Independence, Inc. (MCFI) partners with people of all abilities to advance their total health with a vision of creating healthy and hopeful communities. 0 0 22644642 38544 22479313 MCFI's Behavioral Health Services division serves adults living with serious mental illness, addiction, or chronic health conditions. Services offered include supportive case management, crisis intervention, medication management, housing, outpatient clinical services, and benefit advocacy. 13623064 13308403 MCFI's Commercial & Employment programs support people with barriers to work - including disabilities, literacy gaps, and past criminal convictions - through skill development and education, placement, and coaching. Participants in the program learn self-management skills and receive on-the-job experience in the food service and custodial industries. MCFI supports businesses with recruitment, evaluation, training and placement services, and helps identify tasks and projects for job-seekers to increase their employability. 2016185 1749934 MCFI's Childrens Services offer early intervention and education programs to help children with developmental challenges overcome the odds and reach their highest potential. Services include Birth-to-Three in home education and specialized therapies for infants and toddlers at risk of developmental delays. Pediatric Skilled Nursing provides medical day care for children with complex medical needs, and Wells Street Academy is a private school offering education to children in a setting that meets their medical needs. 5302070 2209456 1322511 Other programs at MCFI include day programming for adults with developmental delays and traumatic brain injuries, representative payee services, and other miscellaneous revenue through administrative and other departments. 5302070 2209456 1322511 43585961 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 43 0 1 703 1 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Bridget Fassett 4149372020 2020 W Wells St Milwaukee WI 53233 Zywicki Teri CEO/President 40.00 5.00 X X 454355 0 53763 Fassett Bridget CFO/Treasurer 40.00 5.00 X X 232473 0 41183 Chada Heidi VP Nutrition and Employment Services 45.00 0.00 X 178783 0 41049 Chianelli John VP Whole Health Clinical Grpoup 45.00 0.00 X 168308 0 21705 Williams Christopher Chief Strategy and Operations Officer 1.00 X 184369 0 32614 Latherow Pamela Lee Chief Information Officer 1.00 X 163738 0 19820 Jackson Becky VP Home and Community Based Services 1.00 X 150694 0 15575 Martinek Ann Controller 1.00 X 137808 0 17088 Kutcher Michelle Managing Pharmacist 1.00 X 129431 0 37285 1799959 0 280082 19 0 1 0 Extension Inc 10100 Innovation Drive Wauwatosa WI 53226 services - temp help 558643 Alliance Services Inc 910 S Main St West Bend WI 53095 services - temp help 305709 BairesDev LLC 1999 South Bascom Avenue Suite 700 Campbell CA 95008 services - temp help 210982 Quarles & Brady LLP 411 E Wisconsin Ave Suite 2400 Milwaukee WI 532024426 services - legal 160753 Temps Plus Temporary Services Inc 7017 W Greenfield Ave West Allis WI 53214 services - temp help 150879 8 413935 3099717 19536 18850 3533188 Behavioral Health Serv 624100 22479313 22479313 Commercial and Employm 624310 13308403 13308403 Children's Services 624100 1749934 1749934 Supportive Living and 624100 1704670 1704670 Self Directed and Fisc 624100 172371 172371 39414691 190350 190350 42205 0 42205 42205 42205 Other 624100 12915 12915 Loss on Imparement 624100 -800000 -800000 -787085 42393349 38860161 0 0 2209456 2209456 38544 38544 1025331 345020 680311 16696711 14184574 2449688 62449 850269 660138 189218 913 1514738 1283582 224882 6274 1331915 1103536 223668 4711 217686 112885 104801 55957 18730 37227 1565591 1148536 417055 53724 13995 39548 181 18519569 18362611 149489 7469 360790 176227 184507 56 1703332 1530826 168325 4181 421735 418206 3416 113 12241 3924 8317 193486 193454 32 840179 752979 87200 547612 543897 2872 843 Miscellaneoius 404609 402416 2193 Loss on Asset Sale 88642 88642 Dues 25301 9425 15447 429 Bad debt expense -15642 -15642 48661776 43585961 4988196 87619 2592 2621 8770580 956686 0 8712064 9765784 0 0 0 0 645946 666879 503492 447170 825538 728982 19956077 9111102 10537298 10844975 50 50 7907212 4195606 37904772 27608753 37622997 35629890 0 0 0 0 0 0 1411679 1226425 0 0 1701607 401863 549487 0 41285770 37258178 X -6410215 -12143633 3029217 2494208 -3380998 -9649425 37904772 27608753 -6268427 0 X X 0 1 X 1 1 1 X 5525992 10897095 8666904 4818635 4068192 33976818 41905140 30995361 339970994 36780698 39414691 489066884 47431132 41892456 348637898 41599333 43482883 523043702 0 0 0 523043702 58760 47865 26270 27954 190350 351199 58760 47865 26270 27954 190350 351199 145635 76134 109507 90460 12917 434653 47635527 42016455 348773675 41717747 43686150 523829554 0.99850 0.99870 0.00070 0.00040 X Schedule A, Part III, Line 12, Explanation of Other Income: Other RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 799365 799365 14498453 7095986 7402467 462970 235488 227482 3682779 1460755 2222024 512510 318873 193637 10844975 Interest in assets of Milwaukee Center For Independence Foundation, Inc. 2428668 Consumer Representative Payee Funds 1226425 Right of Use Leased Assets, Net 540513 4195606 X Part IV, Line 2b: The organization receives funds from certain government agencies as reimbursement for the payroll of home care 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. Part X, Line 2: CFI and its related corporations are nonprofit corporations as described in Section 501(c)(3) of the Internal Revenue Code (the Code) and are exempt from federal and state income taxes on related income pursuant to Section 501(a) of the Code as other than a private foundation. 1 Milwaukee Center for Independence Foundation Inc 2020 W Wells St Milwaukee WI 53233 472334925 2209456 0 Provide support to related organization 1 0 Allowance for persoal living expenses 79 38544 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 funds after they are disbursed. The organization does provide 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 expense to ensure the individuals are eligible to receive the assistance and the costs are allowed by the applicable provisions of law, regulations, contracts, and grant agreements. X X X X X 0 1 0 0 0 0 0 0 0 Zywicki Teri CEO/President 449999 0 0 0 4356 0 45600 0 8163 0 508118 0 0 0 Fassett Bridget CFO/Treasurer 230311 0 0 0 2162 0 16557 0 24626 0 273656 0 0 0 Chada Heidi VP Nutrition and Employment Services 178201 0 0 0 582 0 13081 0 27968 0 219832 0 0 0 Williams Christopher Chief Strategy and Operations Office 182697 0 0 0 1672 0 13149 0 19465 0 216983 0 0 0 Chianelli John VP Whole Health Clinical Grpoup 166819 0 0 0 1489 0 11795 0 9910 0 190013 0 0 0 Latherow Pamela Lee Chief Information Officer 162267 0 0 0 1471 0 11657 0 8163 0 183558 0 0 0 Kutcher Michelle Managing Pharmacist 129023 0 0 0 408 0 9684 0 27601 0 166716 0 0 0 Jackson Becky VP Home and Community Based Services 150236 0 0 0 458 0 10722 0 4853 0 166269 0 0 0 Martinek Ann Controller 137537 0 0 0 271 0 9749 0 7339 0 154896 0 0 0 Part I, Line 3 CFI periodically hires an independent consulting firm to perform a study of the compensation of the President and certain other employees based on their job descriptions. The consulting firm conducts market research and determines a fair compensation range for each individual based on a competitive peer group. In between these periodic independent studies, the VP Human Resources and Director of Compensation, Payroll and Benefits determines appropriate compensation ranges for the President and certain other employees by reviewing the Form 990 of similar organizations and other market data. As reports are completed, the President's compensation range is presented to, discussed with, and approved by the Executive Committee of the governing body. Part I, Line 4b Teri Zywicki participates in a supplemental non-qualified retirement plan. Contributions of $22,500 were made to the plan in 2023. X 2 2495 X Services 1 13564 X Food Services supplies 1 2791 0 1 0 Form 990, Part VI, Section A, line 6 MCFI has a single class of member and the sole member is CFI. Form 990, Part VI, Section A, line 7a CFI has the power to elect the Board of Directors of the MCFI. Form 990, Part VI, Section A, line 7b CFI, the sole member, has the power to (a) adopt and amend the Articles of Incorporation, (b) adopt and approve the Bylaws, and any amendments, modifications, or restatements thereto, (c) adopt and approve the mission, purpose, or scope of the corporation, or a material change of the location, size, or scope of its services, programs, operations, educational affiliations, or related agreements, (d) approve the sale, lease, purchase, creation, dissolution, conveyance, disposal, mortgage, or grant of a security interest of or in any affiliated, controlled, or joint venture entity, any real or personal property or other assets (or any interest in any of the foregoing), or the incurrence of debt for money borrowed or the guaranty of the debt of another, in each case above, other than in the ordinary course of business, (e) approve the merger, consolidation, acquisition, liquidation, or dissolution of the corporation, or the sale of all or substantially all of the assets of the corporation, (f) ratify the appointment and removal of the officers of the corporation, (g) approve annual operating or capital budgets, strategic and long-range plans, major fund-raising programs, or other agreements, and other financial commitments and any material deviations from such budgets, plans, agreements, or commitments, and (h) approve financial, accounting, human resource, employee benefit, and other policies and procedures, and the appointment or engagement of all auditors, legal counsel, and consultants. Form 990, Part VI, Section B, line 11b MCFI is an affiliate of CFI, which assists in managing the organization. CFI Finance management and staff completed the Form 990 and related schedules. Following completion, the Form 990 and related schedules were reviewed by the President and CFO. The draft was also reviewed by the Chairman of the CFI Audit Committee prior to submission to the IRS. A copy of the Form 990 was made available to the CFI Board of Directors and Finance Committee prior to submission to 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 signed statements are kept on file by CFI's Executive Office Manager. CFI's management makes determinations of whether a conflict exists and the members of the governing body review actual conflicts. Any person with a conflict is prohibited from participating in the governing body's deliberations and decisions on the transaction. Form 990, Part VI, Section B, line 15 CFI periodically hires an independent consulting firm to perform a study of the compensation of the President and certain other employees based on their job descriptions. The consulting firm conducts market research and determines a fair compensation range for each individual based on a competitive peer group. In between these periodic independent studies, the VP of Human Resources and Director of Compensation, Payroll and Benefits review market comparisons of similar organizations. The reports are available to the Executive Committee of the governing board. 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. Form 990, Part XII, Line 2c: CFI has an audit committee that assists in tjhe selecion of the auditor. The committee also meets with the auditors and reviews the audit on an annual basis. Centers For Indepencence Inc 2020 W Wells St Milwaukee WI 53233 391753381 Support WI 501(c)(3) Line 12c, III-FI N/A 0 MCFI Home Care LLC 2020 W Wells St Milwaukee WI 53233 463893976 Home Care WI 501(c)(3) Line 10 Centers For Independence Inc 0 iLife LLC 2020 W Wells St Milwaukee WI 53233 464245256 Long-term care supports WI 501(c)(3) Line 10 Centers For Independence Inc 0 Milwaukee Center For Independence Foundation Inc 2020 W Wells St Milwaukee WI 53233 472334925 Support WI 501(c)(3) Line 8 Centers For Independence Inc 0 First Person Care Consultants LLC 2020 W Wells St Milwaukee WI 53233 464525845 Long-term care consulting WI 501(c)(3) Line 10 Centers For Independence Inc 0 Highland Commons LLC 135 S 84th St Suite 100 Milwaukee WI 53214 274279974 Housing WI Milwaukee Center For Independence Inc 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 1