2024-04-30T07:40:23-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-07-01 391161374 VOLUNTEERS OF AMERICA OF WISCONSIN INC VOLU 9529454000 7625 METRO BLVD 200 MINNEAPOLIS MN 55439 JULIE MANWORREN PRESIDENT & CEO 9529454073 2024-04-24 1 JULIE MANWORREN 999009999 0 KIMBERLY ANDERSON P00188889 6086628600 2024-04-24 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JULIE MANWORREN 7625 METRO BLVD 200 MINNEAPOLIS MN 55439 3771673 0 1736 X WWW.VOAMNWI.ORG X 1929 WI HELP AMERICA'S MOST VULNERABLE PEOPLE GAIN SELF-RELIANCE, DIGNITY, AND HOPE. X 17 17 112 17 0 0 1392 103 4438751 2097230 58858 981278 266 2485 4499267 3081096 93344 48885 0 0 3436362 1447020 0 0 3 1181993 562608 4711699 2058513 -212432 1022583 1561628 675658 908165 26184 653463 649474 X VOLUNTEERS OF AMERICA OF WISCONSIN (VOA-WI) FOSTERS THE HEALTH AND INDEPENDENCE OF PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. VOA-WI OFFERS COMPASSIONATE, PERSON-CENTERED RESIDENTIAL CARE BY PROVIDING A WELCOMING AND DIGNIFYING HOME; ENCOURAGING PERSOAL GROWTH, SKILL DEVELOPMENT AND COMMUNITY INTEGRATION; AND BUILDING UPON THE INNATE STRENGTH OF RESIDENTS. 0 1 1980032 48885 2097230 FOSTERING INDEPENDENCE (SUPPORTIVE HOUSING FOR PEOPLE WITH DISABILITIES)VOLUNTEERS OF AMERICA OF WISCONSIN (VOA-WI) FOSTERS THE HEALTH AND INDEPENDENCE OF PERSONS WITH DISABILITIES. VOLUNTEERS OF AMERICA OF WISCONSIN'S SERVICES FOR PEOPLE WITH SPECIAL NEEDS OFFERS COMPASSIONATE, PERSON-CENTERED RESIDENTIAL CARE FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. VOA-WI STRIVES TO PROVIDE A WELCOMING AND DIGNIFYING HOME, ENCOURAGING PERSONAL GROWTH, SKILL DEVELOPMENT, PRIVACY, COMMUNITY INTEGRATION, AND BUILDING UPON THE INNATE STRENGTHS OF RESIDENTS.VOLUNTEERS OF AMERICA OF WISCONSIN IS A LONG-TIME LEADER IN PROVIDING HIGH-QUALITY SUPPORTIVE RESIDENTIAL HOUSING OPTIONS FOR PEOPLE WITH DISABILITIES. WITH 13 HOMES ACROSS WISCONSIN, VOA-WI PROVIDED IN-HOME SUPPORTIVE SERVICES FOR 27 INDIVIDUALS LAST YEAR THAT GUIDED RESIDENTS TOWARD MAXIMIZING THEIR INDEPENDENCE AND QUALITY OF LIFE.VOLUNTEERS OF AMERICA OF WISCONSIN PROVIDES A HOME ENVIRONMENT FOR RESIDENTS, AND IN-HOME SERVICES ARE BASED ON THE CHOICES OF EACH INDIVIDUAL AND DEVELOPED TO SUPPORT THEIR UNIQUE NEEDS, HOPES, AND PERSONALITIES. EACH HOME OFFERS THE FOLLOWING: HOME COOKED MEALS AND NUTRITIOUS SNACKS ASSISTANCE WITH ACTIVITIES OF DAILY LIVING ASSISTANCE WITH HOUSEKEEPING EXERCISE PROGRAMS ONE-ON-ONE AND GROUP ACTIVITIES AIDE ASSISTANCE WITH MEDICAL APPOINTMENTS AND HEALTHCARE NEEDS IN-HOME THERAPY SERVICES INDIVIDUALIZED CARE PLANNING 24-HOUR SUPERVISION LEISURE TIME ACTIVITIES CUSTOMARY TRANSPORTATION FOR ROUTINE ACTIVITIES 1980032 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 4 0 1 112 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X DEB STEINKE 9529454041 7625 METRO BLVD STE 200 MINNEAPOLIS MN 55449 PETER SOP CHAIR 1.00 1.00 X X 0 0 0 JOHN BUSKE IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 NADIA YAYITRA SECRETARY 1.00 1.00 X X 0 0 0 LYNN BLAKE TREASURER 1.00 1.00 X X 0 0 0 MELISSA BAYNE DIRECTOR 1.00 1.00 X X 0 0 0 BRUCE BECKMAN DIRECTOR 1.00 1.00 X 0 0 0 MARIT BROCK DIRECTOR 1.00 1.00 X 0 0 0 JONELLE BURNHAM DIRECTOR 1.00 1.00 X 0 0 0 SONIA DAVILA-WILLIAMS DIRECTOR 1.00 1.00 X 0 0 0 SUSAN HAYES DIRECTOR 1.00 1.00 X 0 0 0 HEATHER HOFFMAN DIRECTOR 1.00 1.00 X 0 0 0 SEINAH ISAACS DIRECTOR 1.00 1.00 X 0 0 0 JANE MARRONE DIRECTOR 1.00 1.00 X 0 0 0 SIANNEH MULBAH DIRECTOR 1.00 1.00 X 0 0 0 DAWN SHELTON-WILLIAMS DIRECTOR 1.00 1.00 X 0 0 0 SAM SIMMONS DIRECTOR 1.00 1.00 X 0 0 0 HOLLY STADLER DIRECTOR 1.00 1.00 X 0 0 0 JOHN SYVERUD DIRECTOR 1.00 1.00 X 0 0 0 JULIE MANWORREN PRESIDENT & CEO 2.00 38.00 X 0 186807 89859 DEB STEINKE CFO 2.00 38.00 X 0 111212 18413 SU-FEI WONG MCKHANN SVP PROGRAM SERVICES AND INFORMATION SYSTEMS 2.00 38.00 X 0 157583 944 JULIA DONALDSON SVP PROGRAM SERVICES AND MISSION ADVANCEMENT 2.00 38.00 X 0 149734 26581 KATIE PERZEL SENIOR DIRECTOR BEHAVIORAL HEALTH AND EDUCATION 2.00 38.00 X 0 109787 33787 CHRISTOPER DOEGE SENIOR DIRECTOR COMMUNITY JUSTICE 2.00 38.00 X 0 101682 10265 0 816805 179849 3 0 1 0 0 103 103 GOVERNMENT PROGRAM REVENUE 624100 2097230 2097230 2097230 1671855 690577 981278 981278 981278 MISCELLANEOUS INCOME 900099 2485 2485 2485 3081096 2097230 0 983763 48885 48885 1303614 1303614 45002 45002 98404 98404 21632 21632 45926 43239 2687 201983 169607 32376 52449 50564 1885 2849 2849 11408 11367 41 ADMIN FEES 176996 176993 3 EQUIPMENT RENT/MAINT 49365 29508 19857 2058513 1980032 78478 3 465688 674351 20307 1307 420246 0 23985 0 0 0 631402 0 1561628 675658 320386 0 221989 23022 4647 361143 0 0 3162 908165 26184 X 632221 628232 21242 21242 653463 649474 1561628 675658 X 1022583 -1026572 X 0 1 X 1 1 1 X 1508 13798 993972 1392 103 1010773 4405299 4559313 4832333 4438751 2097230 20332926 4406807 4573111 5826305 4440143 2097333 21343699 0 292515 1381456 1673971 292515 1381456 1673971 19669728 102 32 17 6 0 157 102 32 17 6 157 369550 155814 11980 266 2485 540095 4776459 4728957 5838302 4440415 2099818 21883951 0.89880 0.95000 0.00000 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 369,550. 2019 AMOUNT: $ 155,814. 2020 AMOUNT: $ 11,980. 2021 AMOUNT: $ 266. 2022 AMOUNT: $ 2,485. 0 1 X 0 OTHER LIABILITIES 3162 3162 X PART IV, LINE 2B: THE ORGANIZATION ACTS AS FISCAL AGENT ON BEHALF OF ITS CLIENTS AND HOLDS CLIENT FUNDS IN ITS GENERAL OPERATING ACCOUNT. THESE FUNDS ARE USED TO PAY PERSONAL EXPENSES OF CLIENTS SERVED BY THE ORGANIZATION'S RESIDENTIAL CARE FACILITIES. PART X, LINE 2: UNDER THE PROVISION OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND THE APPLICABLE INCOME TAX REGULATIONS OF THE STATE OF WISCONSIN, VOLUNTEERS OF AMERICA OF WISCONSIN, INC., IS EXEMPT FROM INCOME TAXES, EXCEPT FOR NET INCOME FROM UNRELATED BUSINESS INCOME, AS A SUBORDINATE UNIT OF VOLUNTEERS OF AMERICA, INC. VOLUNTEERS OF AMERICA, INC. ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE SERVICE (IRS) AS A RELIGIOUS ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION HAS MINIMAL ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. 1 SPECIFIC ASSISTANCE 25 0 48885 FMV FOOD, TRANSPORTATION, CLOTHING AND PERSONAL NEEDS PART I, LINE 2: CLIENTS/FAMILIES ARE IDENTIFIED BY THEIR VOA-WI PRIMARY STAFF AS BEING IN NEED OF ASSISTANCE. THE VOA-WI PRIMARY STAFF USES A COMBINATION OF INFORMATION RECEIVED BY OUTSIDE AGENCIES, HOME VISITS AND INTERVIEWS WITH CLIENTS AND/OR FAMILIES TO MAKE THE DETERMINATION OF NEED. THIS INFORMATION IS PROCESSED DURING SUPERVISION WITH THE CLINICAL SUPERVISOR. 0 0 0 0 0 0 0 0 0 JULIE MANWORREN PRESIDENT & CEO 0 186807 0 0 0 0 0 40000 0 49859 0 276666 0 0 JULIA DONALDSON SVP PROGRAM SERVICES AND MISSION ADV 0 149734 0 0 0 0 0 0 0 26581 0 176315 0 0 SU-FEI WONG MCKHANN SVP PROGRAM SERVICES AND INFORMATION 0 157583 0 0 0 0 0 0 0 944 0 158527 0 0 PART I, LINE 3 UPON MERGER WITH VOLUNTEERS OF AMERICA - MINNESOTA, THE ORGANIZATION NO LONGER DIRECTLY COMPENSATES ITS OFFICERS. COMPENSATION IS PAID TO ORGANIZATION'S PRESIDENT/CEO BY VOLUNTEERS OF AMERICA - MINNESOTA, A RELATED ORGANIZATION, AND IS REPORTED AS SUCH ON FORM 990, PART VII, SECTION A, COLUMNS (D) AND (F). VOLUNTEERS OF AMERICA - WISCONSIN RELIED ON VOLUNTEERS OF AMERICA - MINNESOTA TO DETERMINE COMPENSATION THROUGH THE APPROPRIATE PROCESS, WHICH INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION. VOLUNTEERS OF AMERICA - MINNESOTA USED FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO SET COMPENSATION FOR ITS OFFICERS. FIXED ASSETS 2022-12-31 631402 FMV 203944781 DUNGARVIN WISCONSIN LLC 1444 NORTHLAND DRIVE SUITE 20 MENDOTA HEIGHTS MN 55120 LLC PREPAID EXPENSES 2022-12-31 23985 FMV 203944781 DUNGARVIN WISCONSIN LLC 1444 NORTHLAND DRIVE SUITE 20 MENDOTA HEIGHTS MN 55120 LLC ACCOUNTS RECEIVABLE 2022-12-31 420246 FMV 203944781 DUNGARVIN WISCONSIN LLC 1444 NORTHLAND DRIVE SUITE 20 MENDOTA HEIGHTS MN 55120 LLC EQUITY TRANSFER 2022-12-31 1026000 FMV 411554078 VOLUNTEERS OF AMERICA - MINNESOTA 7625 METRO BOULEVARD SUITE 20 MINNEAPOLIS MN 55439 501(C)(3) 0 0 0 0 FORM 990, SCHEDULE N, PART II DURING THE YEAR ENDING JUNE 30, 2022, THE ORGANIZATION BEGAN TO ACTIVELY MARKET THE ASSETS OF VOA OF WI FOR SALE. IN OCTOBER 2022, THE ORGANIZATION ENTERED INTO PURCHASE AGREEMENTS WITH A THIRD-PARTY BUYER FOR THE SALE OF ALL FIXED ASSETS OF VOA OF WI AND FOR THE ASSIGNMENT OF CERTAIN REMAINING ASSETS AND LIABILITIES AND BUSINESS INTERESTS OF VOA OF WI FOR A TOTAL PURCHASE PRICE OF $1,397,000. THIS SALE CLOSED IN DECEMBER 2022. AS SUCH, THE ORGANIZATION HAS CLASSIFIED CERTAIN ASSETS AND LIABILITIES OF VOA OF WI AS DISCONTINUED OPERATIONS AT JUNE 30, 2022, AND ALL ACTIVITIES OF VOA OF WI THROUGH THE DATE OF SALE AS DISCONTINUED OPERATIONS FOR THE YEARS ENDING JUNE 30, 2022 AND 2023. FORM 990, PART III, LINE 3 THE ORGANIZATION SOLD THE ASSETS AND EXITED THE PROGRAMS IN DECEMBER 2022. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, THE VICE CHAIR, THE TREASURER, THE SECRETARY AND UP TO AN ADDITIONAL THREE OTHER DIRECTORS APPOINTED ANNUALLY BY THE BOARD OF DIRECTORS. THE COMMITTEE HAS AND MAY EXERCISE, WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, ALL POWERS AND AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT AND THE AFFAIRS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS VOLUNTEERS OF AMERICA MINNESOTA AND WISCONSIN. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S SOLE MEMBER MAY APPOINT OR REMOVE THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS OR CHANGES TO THE ARTICLES OF INCORPORATION AND BYLAWS REQUIRE APPROVAL BY THE MEMBER AND NATIONAL ORGANIZATION. THE ORGANIZATION MAY BE DISSOLVED ONLY UPON ACTION OF THE SOLE MEMBER, WITH THE APPROVAL OF THE NATIONAL ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED IN DETAIL BY THE AUDIT MANAGER, THE CFO, AND THE CEO. SUBSEQUENTLY, IT WAS REVIEWED AND RECOMMENDED FOR BOARD APPROVAL BY THE OPERATING AFFAIRS COMMITTEE AND THE BOARD APPROVED FOR FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR AND OFFICER IS REQUIRED TO ANNUALLY DISCLOSE ANY SITUATION THAT MIGHT BE VIEWED AS A CONFLICT OF INTEREST. WHERE DOUBT EXISTS REGARDING WHETHER A CONFLICT EXISTS OR APPEARS TO EXIST, THE MATTER IS RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS, WITHOUT COUNTING THE VOTE OF ANY INTERESTED DIRECTOR. NO DIRECTOR OR OFFICER MAY TAKE PART IN ANY DECISION OR ACTION BY THE ORGANIZATION THAT WOULD DIRECTLY OR INDIRECTLY BENEFIT THAT DIRECTOR OR ANY RELATIVE, BUSINESS PARTNER OR ORGANIZATION WITH WHICH ANY OF THE FOREGOING HAS A FORMAL RELATIONSHIP. THE INTERESTED DIRECTOR OR OFFICER MAY BE PRESENT DURING OR PARTICIPATE IN THE DISCUSSION, BUT MAY NOT INFLUENCE OR TAKE PART IN THE DECISION REGARDING THE MATTER UNDER CONSIDERATION. ALL EMPLOYEES ANNUALLY DISCLOSE ANY SITUATION THAT WILL BE VIEWED AS A CONFLICT OF INTEREST. PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF INTEREST -1,026,572. VOLUNTEERS OF AMERICA OF MINNESOTA 7625 METRO BOULEVARD MINNEAPOLIS MN 55439 411554078 SOCIAL SERVICES MN 501(C)(3) LINE 10 VOLUNTEERS OF AMERICA MINNESOTA AND WISCONSIN 0 VOLUNTEERS OF AMERICA MINNESOTA AND WISCONSIN 7625 METRO BOULEVARD MINNEAPOLIS MN 55439 270255958 SOCIAL SERVICES MN 501(C)(3) LINE 12B, II N/A 0 VOLUNTEERS OF AMERICA IN MINNESOTA 7625 METRO BOULEVARD MINNEAPOLIS MN 55439 581818457 SOCIAL SERVICES MN 501(C)(3) LINE 10 VOLUNTEERS OF AMERICA MINNESOTA AND WISCONSIN 0 2100 BLOOMINGTON LP 2100 BLOOMINGTON AVENUE MINNEAPOLIS MN 55404 202538494 SECTION 8 HOUSING MN N/A 0 0 2100 BLOOMINGTON LLC 7625 METRO BOULEVARD MINNEAPOLIS MN 55439 202538424 SECTION 8 HOUSING MN N/A C 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 1 0