2024-10-25T10:52:29-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-01-01 390914040 ST CHARLES YOUTH & FAMILY SERVICES INC STCH 4145394900 151 S 84TH STREET MILWAUKEE WI 53214 MIKE UMHOEFER CHIEF FINANCIAL OFFICER 4145394900 2024-10-24 1 1 RACHEL FLANDERS P01591790 6123764500 2024-10-24 2023 2024-10-15 13:58:12Z MIKE UMHOEFER 151 S 84TH STREET MILWAUKEE WI 53214 16287917 0 X WWW.STCHARLESINC.ORG X 1920 WI ST. CHARLES YOUTH & FAMILY SERVICES INC IS A NOT-FOR-PROFIT HUMAN SERVICES AGENCY THAT IS GUIDED BY POLICIES AND PROCEDURES TO PROVIDE AN ARRAY OF PREVENTION AND INTERVENTION SERVICES. THE AGENCY IS DEDICATED TO ASSIST THOSE WE SERVE DEVELOP THE SKILLS TO BECOME SELF-RELIANT AND INDEPENDENT WITHIN THEIR SCHOOLS, FAMILIES, COMMUNITIES OR VOCATIONS. 12 10 291 15 0 0 703504 776476 13421360 15328515 87238 24791 143279 -212730 14355381 15917052 0 0 0 0 11128582 12627441 0 0 0 3090527 3283928 14219109 15911369 136272 5683 9099254 10079688 6035444 7010195 3063810 3069493 X ST. CHARLES YOUTH AND FAMILY SERVICES, INC., IS A NOT-FOR-PROFIT HUMAN SERVICES AGENCY THAT IS GUIDED BY POLICIES AND PROCEDURES TO PROVIDE AN ARRAY OF PREVENTION AND INTERVENTION SERVICES. OUR AGENCY IS DEDICATED TO ASSISTING THOSE WE SERVE IN DEVELOPING THE SKILLS TO BECOME SELF-RELIANT AND INDEPENDENT WITHIN THEIR SCHOOLS, FAMILIES, COMMUNITIES OR VOCATIONS. ST. CHARLES YOUTH AND FAMILY SERVICES BELIEVES THAT ALL INDIVIDUALS POSSESS UNIQUE AND DIVERSE STRENGTHS, WHICH SERVE AS A CATALYST TO HEALTHY SELF-DEVELOPMENT AND SELF-RELIANCE. WE RECOGNIZE THAT INDIVIDUALS MAY EXPERIENCE OBSTACLES DURING THEIR LIFETIME WILL BENEFIT FROM THE FACILITATION, SUPPORT AND PARTNERSHIP WITH PROFESSIONAL SERVICES. 0 0 6248021 0 7278989 MANAGED CARE SERVICES: ST. CHARLES PROVIDES AN ARRAY OF CARE COORDINATION, DIRECT SERVICES AND ADMINISTRATIVE SUPPORT SERVICES TO SUPPORT THE INITIATIVES OF THE MILWAUKEE COUNTY'S BEHAVIORAL HEALTH DEPARTMENT AND WRAPAROUND MILWAUKEE DEPARTMENTS. THE VAST MAJORITY OF SERVICES PROVIDED WITHIN THESE CONTRACTED SERVICES THROUGH MILWAUKEE COUNTY SUPPORT YOUTH AND ADULTS WITH DIAGNOSED MENTAL HEALTH OR BEHAVIORAL HEALTH NEEDS AND/OR PROVIDED CRITICAL ADMINISTRATIVE SUPPORT AND TRAINING FOR THOSE WHO SERVE THIS TARGET POPULATION. 3799069 0 4043681 24 HOUR CARE PROGRAM: ST. CHARLES CONTINUES ITS 100 PLUS YEARS OF PROVIDING RESIDENTIAL TREATMENT SERVICES TO YOUTH BETWEEN THE AGES OF 12-17. YOUTH ARE TYPICALLY REFERRED DUE TO MENTAL HEALTH, BEHAVIORAL HEALTH, TRAUMA HISTORY, OR DELINQUENCIES THAT WARRANT TARGETED TREATMENT SERVICES THAT OCCUR WITHIN A RESIDENTIAL SETTING. YOUTH BENEFIT FROM INDIVIDUAL AND FAMILY THERAPY, OCCUPATIONAL THERAPY, ON-GROUNDS EDUCATION/SPECIAL EDUCATION SERVICES, SKILL DEVELOPMENT GROUPS, AODA EDUCATION/TREATMENT AS NEEDED, AND RECREATIONAL EXPERIENCES THAT BUILD SKILLS, REDUCE SYMPTOMS AND HELP YOUTH BUILD INDEPENDENCE. 2713003 0 3188597 CASE MANAGEMENT SERVICES: CASE MANAGEMENT SERVICES PROVIDED BY ST. CHARLES INCLUDE PROGRAMS TARGETED SPECIFICALLY FOR YOUTH WHO ARE COURT INVOLVED AS A RESULT OF A DELINQUENCY AND HAVE BEEN IDENTIFIED AS APPROPRIATE FOR COMMUNITY-BASED PROGRAMMING. THESE SERVICES PROVIDE CASE MANAGEMENT, GROUP SKILL DEVELOPMENT AND COMMUNITY MONITORING WITH THE ULTIMATE GOAL OF HELPING YOUTH ADHERE TO THEIR COURT ORDERS WHILE ASSISTING THEM BUILD SKILLS AND STRATEGIES TO AVOID RE-OFFENSES OR FURTHER INVOLVEMENT IN THE COURT SYSTEM. 610944 0 604518 WORKFORCE DEVELOPMENT: THIS PROGRAM FOCUSES ON TRANSFORMING LIVES THROUGH SUPPORTED EMPLOYMENT AND EDUCATION. THE PROGRAM REFINES, IMPLEMENTS, AND SUSTAINS EVIDENCE-BASED SUPPORTED EMPLOYMENT AND PRACTICES FOR TRANSITION-AGED YOUTH AND YOUNG ADULTS (AGES 16-25) WITH SERIOUS EMOTIONAL DISTURBANCE AND/OR SERIOUS MENTAL ILLNESS OR CO-OCCURRING MENTAL AND SUBSTANCE USE DISORDERS. 610944 0 604518 13371037 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 48 0 1 291 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X MIKE UMHOEFER CFO 4145394900 151 SOUTH 84TH STREET MILWAUKEE WI 53214 CATHERINE CONNOLLY PRESIDENT 45.00 X X 241446 0 47033 MIKE UMHOEFER CPA CFO 45.00 X X 155197 0 47185 SCOTT CARPENTER VP OF ORGANIZATIONAL DEVEL 45.00 X 127016 0 22675 GLYNIS UNDERWOOD VP OF COMMUNITY PROGRAMS 45.00 X 110735 0 35492 SHANNON TRZEBIATOWSKI VP OF COMMUNITY PROGRAMS 45.00 X 108756 0 12405 JUDY TRAMONTE VP OF OPERATIONS 45.00 X 106469 0 20817 EDDIE RHONE VP OF RESIDENTIAL CARE 45.00 X 104267 0 19323 LINDSEY DRAPER BOARD CHAIRPERSON 2.00 X X 0 0 0 LAURA COGAN VICE CHAIRPERSON 1.00 X X 0 0 0 ANN JOHNSON TREASURER 1.00 X X 0 0 0 JOHN NOVOTNY SECRETARY 1.00 X X 0 0 0 BRUCE KAMRADT DIRECTOR 1.00 X 0 0 0 FELICIA WINSTON DIRECTOR 1.00 X 0 0 0 JAMES MADLOM DIRECTOR 1.00 X 0 0 0 MILTON STUBBS DIRECTOR 1.00 X 0 0 0 TRACY CARUS DIRECTOR 1.00 X 0 0 0 ERMITTE SAINT JACQUES DIRECTOR 1.00 X 0 0 0 953886 0 204930 7 0 1 0 1 776476 50000 776476 MANAGED CARE SERVICES 624110 7278989 7278989 24 HOUR CARE PROGRAM 624110 4043681 4043681 CASE MANAGEMENT SERVICES 624110 3188597 3188597 WORKFORCE DEV & OTHER PROGRAMS 624310 817248 817248 15328515 47500 22709 24791 24791 24791 135426 348156 -212730 -212730 15917052 15115785 0 24791 490861 431169 59692 9373594 8085930 1287664 436982 365366 71616 1391073 1163204 227869 934931 806678 128253 11670 9234 2436 47208 37355 9853 808005 639356 168649 187145 120651 66494 737665 737665 190720 164242 26478 82932 53466 29466 188456 77173 111283 231859 165980 65879 73701 73701 CLIENT EXPENSES 234054 229660 4394 ORGANIZATIONAL DUES AND 185483 69444 116039 EQUIPMENT 134160 97725 36435 STAFF RECRUITMENT/ASSIS 118433 40749 77684 52437 2289 50148 15911369 13371037 2540332 0 672253 299648 519351 685532 1905926 3136350 86235 0 195739 124650 7777243 2339908 5556760 5437335 162990 396173 9099254 10079688 831818 1286760 166392 144479 5037234 5578956 6035444 7010195 X 3063810 3069493 3063810 3069493 9099254 10079688 5683 0 X X 0 1 X 1 1 1 X 2186138 1110887 703504 776476 4777005 11182974 11584838 13710902 15463941 51942655 13369112 12695725 14414406 16240417 56719660 521029 915180 555351 721532 2713092 1279234 1279234 1800263 915180 555351 721532 3992326 52727334 157497 214460 310679 682636 13526609 12910185 14725085 16240417 57402296 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 157,497. 2021 AMOUNT: $ 214,460. 2022 AMOUNT: $ 310,679. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1800000 1800000 4086756 927040 3159716 1426770 1110310 316460 95717 63367 32350 368000 239191 128809 5437335 RELATED PARTY PAYABLE - KNOERNSCHILD TRUST LTD 4771778 LEASE LIABILITY 408189 LINE OF CREDIT 398989 5578956 X X X X 0 1 0 0 0 0 0 0 0 CATHERINE CONNOLLY PRESIDENT 241446 0 0 0 0 0 20254 0 26779 0 288479 0 0 0 MIKE UMHOEFER CPA CFO 155197 0 0 0 0 0 14163 0 33022 0 202382 0 0 0 PART I, LINE 4B A CONTRIBUTION OF $25,000 WAS MADE TO A 457B PLAN FOR CATHERINE CONNOLLY DURING 2023 AND INCLUDED IN COMPENSATION. X 50000 THRIFT SHOP VALUE 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A CATHY CONNOLLY AND MIKE UMHOEFER ARE DIRECTORS WITH VOTING RIGHTS, BUT ARE UNABLE TO VOTE ON MATTERS RELATED TO COMPENSATION OR OTHER ITEMS WITH WHICH THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 11B ACCOUNTING MANAGER/AUDITORS PREPARE THE FORM AND FINAL REVIEW IS CONDUCTED BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND A BOARD TRUSTEE BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EMPLOYEES ARE EXPRESSLY PROHIBITED FROM USING THEIR POSITION, INFLUENCE, AUTHORITY, OR ACCESS TO INFORMATION FOR DIRECT OR INDIRECT PRIVATE BENEFIT. ALL ACTIVE BOARD MEMBERS AND STAFF ARE REQUIRED ANNUALLY TO UPDATE AND FILE A SIGNED AFFIDAVIT ACKNOWLEDGING THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS AND EMPLOYEES ARE EXPECTED TO EXERCISE GOOD JUDGEMENT TO AVOID CONFLICTS OF INTEREST, AS WELL AS DISCLOSE ANY POTENTIAL CONFLICTS, IN ACCORDANCE TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE PRESIDENT AND VICE PRESIDENT. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE INTERESTED PERSON WILL BE EXCLUDED FROM ALL MATTERS OF THE CONFLICTING TRANSACTION, AND ADDITIONAL RESTRICTIONS MAY BE PUT IN PLACE BY THE PRESIDENT AND VICE PRESIDENT. RESULTS OF THE PROCEEDINGS ARE RECORDED ON THE CONFLICT-OF-INTEREST FORM PROVIDED BY THE ORGANIZATION AND DOCUMENTED IN THE ORGANIZATION'S MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEW THE PRESIDENT'S COMPENSATION BY USING COMPARABILITY DATA FROM THE NATIONAL COUNCIL OF NONPROFITS AND GUIDESTAR. THE LAST STUDY WAS PERFORMED IN FEBRUARY 2024. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST VIA MAIL OR EMAIL. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEAR. KNOERNSCHILD TRUST LTD P O BOX 0634 MILWAUKEE WI 532010634 510138162 PROMOTING WELFARE OF YOUNG PERSONS WI 501(C)(3) LINE 12B, II ST CHARLES YOUTH & FAMILY SERVICES INC 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 KNOERNSCHILD TRUST LTD C 685532 CASH DONATION AMOUNT KNOERNSCHILD TRUST LTD Q 15521 CASH REIMBURSEMENT AMOUNT KNOERNSCHILD TRUST LTD E 4771778 CASH VALUE OF LOAN