2024-04-30T13:40:07-05:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 391373054 OPTIONS IN COMMUNITY LIVING INC OPTI 6082491585 551 GRAND OAK TRAIL MADISON WI 53714 KIMBERLY TURNER EXECUTIVE DIRECTOR 6082491585 2024-04-30 1 KIMBERLY TURNER 999009999 0 JASON STEPHENS CPA P01263225 6082744020 2024-04-30 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z KIMBERLY TURNER 551 GRAND OAK TRAIL MADISON WI 53714 15385572 0 X WWW.OPTIONSMADISON.COM X 1980 WI TO PROVIDE SUPPORT AND COORDINATE SERVICES TO ENABLE ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LIVE IN THEIR OWN HOMES. THE AGENCY ASSISTS PEOPLE TO MAKE INFORMED CHOICES AND REACH THEIR OWN GOALS, WITH SUPPORT AVAILABLE TO THE EXTENT AND FOR AS LONG AS IT IS NEEDED. 9 8 446 8 0 0 119914 133141 14566214 15210175 14031 37369 5296 4887 14705455 15385572 390218 416469 0 0 12890668 13757500 0 0 1592 1015562 1136201 14296448 15310170 409007 75402 8000212 8420168 2901960 3187447 5098252 5232721 X OPTIONS IN COMMUNITY LIVING PROVIDES SUPPORT AND COORDINATES SERVICES TO ENABLE ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LIVE IN THEIR OWN HOMES. THE AGENCY ASSISTS PEOPLE TO MAKE INFORMED CHOICES AND REACH THEIR OWN GOALS, WITH SUPPORT AVAILABLE TO THE EXTENT AND FOR AS LONG AS IT IS NEEDED. 0 0 13624777 416469 15210175 OPTIONS IN COMMUNITY LIVING PROVIDES SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES LIVING IN DANE COUNTY WHO ARE ELIGIBLE FOR STATE OF WISCONSIN LONG TERM CARE SERVICES. THE AGENCY'S OBJECTIVE IS TO CONTINUE TO MEET THE CHANGING NEEDS OF THOSE SERVED AND ASSIST INDIVIDUALS TO LIVE SUCCESSFUL AND FULL LIVES AS MEMBERS OF OUR COMMUNITY. IT IS ALSO OUR OBJECTIVE TO PREVENT FACILITY PLACEMENTS FOR THE INDIVIDUALS SERVED. IN 2023, THE AGENCY PROVIDED OVER 465,200 HOURS OF SUPPORTED LIVING SERVICES TO 108 INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES LIVING IN THEIR OWN HOMES AND APARTMENTS. 13624777 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 446 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X LUKE WOLFGRAM 6082491585 551 GRAND OAK TRAIL MADISON WI 53714 KAREN FASTER PRESIDENT 1.00 X X 0 0 0 ELIZABETH GLUECKSTEIN VICE PRESIDENT 1.00 X X 0 0 0 JANET ESTERVIG SECRETARY/TREASURER 1.00 X X 0 0 0 PATRICK MURPHY DIRECTOR 1.00 X 0 0 0 NILES BERMAN DIRECTOR 1.00 X 0 0 0 DAN O'CONNELL DIRECTOR 1.00 X 0 0 0 MONICA BEAR DIRECTOR 1.00 X 0 0 0 SUSAN WEBSTER DIRECTOR 1.00 X 0 0 0 RANDALL WILKINS DIRECTOR 40.00 X 34302 0 8019 KIMBERLY TURNER EXECUTIVE DIRECTOR 40.00 X 180839 0 20401 215141 0 28420 1 0 1 0 0 55207 77934 9482 133141 SERVICE CONTRACTS 624120 15104859 15104859 PRIVATE PAY REVENUE 624120 105316 105316 15210175 37369 37369 4887 4887 4887 15385572 15210175 0 42256 416469 416469 237562 217932 19611 19 11097251 10200848 895649 754 246977 222183 24750 44 1170211 1052735 117267 209 1005499 782304 223136 59 12400 12400 4562 4562 88667 37889 50778 55918 55918 112935 99265 13163 507 70078 70078 152777 137499 15278 205171 203382 1789 6682 6466 216 262606 60006 202600 106938 98328 8610 PILOT EXPENSE 29786 26807 2979 27681 6746 20935 15310170 13624777 1683801 1592 2108731 1904506 1505093 1733095 20153 18898 4057147 950627 3280826 3106520 982193 1500324 13089 58376 90127 98449 8000212 8420168 1008457 1205896 0 137957 1893503 1843594 2901960 3187447 X 5016178 5232721 82074 0 5098252 5232721 8000212 8420168 X 75402 50745 8322 X 0 1 X 1 0 X 50008 2110789 38603 119914 133141 2452455 50008 2110789 38603 119914 133141 2452455 2452455 9176 10251 7886 14031 37369 78713 2531168 65240348 0.96890 0.45440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90127 9342 1020 98449 99895 -8745 1023 90127 84544 16423 1072 99895 78868 5676 84544 68752 10116 78868 1.00000 0.00000 0.00000 1 0 3055753 305575 2750178 1001394 645052 356342 3106520 15440077 50745 3760 54505 15385572 0 15385572 15305608 0 15305608 4562 4562 15310170 PART V, LINE 4: THE BOARD OF DIRECTORS ESTABLISHED A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF OPTIONS IN COMMUNITY LIVING, INC. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 8,322. INVESTMENT FEES -4,562. 1 ASSISTANCE PAID TO SPECIFIC INDIVIDUALS FOR HOUSEHOLD AND PERSONAL EXPENSES 95 416469 PART I, LINE 2: THE AGENCY'S CASE WORKERS PROVIDE ON-GOING SUPPORT TO THEIR CLIENTS AND REGULARLY MONITOR THE USE OF FUNDS PROVIDED TO CLIENTS FOR DAILY HOUSEHOLD AND OTHER PERSONAL EXPENSES. X X X X 0 0 0 0 0 0 0 0 0 KIMBERLY TURNER EXECUTIVE DIRECTOR 180839 0 0 0 0 0 7474 0 12927 0 201240 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE AGENCY'S GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE GOVERNING BODY AND OFFICERS REVIEW THEIR CONFLICT OF INTEREST STATEMENTS ANNUALLY. THE COMPLETED CONFLICT OF INTEREST STATEMENTS ARE KEPT AT THE AGENCY'S ADMINISTRATIVE OFFICE. CONFLICTS OF INTEREST ARE REVIEWED BY MANAGEMENT AND THE MEMBERS OF THE GOVERNING BODY. PERSONS WITH A CONFLICT OF INTEREST ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISION ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE MEMBERS OF THE GOVERNING BODY ARE RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND DO SO THROUGH AN OPEN DISCUSSION AND USE OF COMPARABILITY DATA. THE GOVERNING BODY'S ANNUAL DELIBERATIONS AND DECISIONS ABOUT COMPENSATION ARE RECORDED IN THE MINUTES OF THE MEETINGS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 8,322.