2024-05-14T10:42:10-07:00 2023-06-30 472853395 RICHARD L WOELFEL CPA LLC 6011 DURAND AVE STE 700 RACINE WI 53406 990 2022-07-01 237417643 SOCIETY'S ASSETS INC SOCI 2626379128 5200 WASHINGTON AVE RACINE WI 534064238 KARL KOPP EXECUTIVE DIRECTOR 2626379128 2024-05-14 true KARL KOPP XXX-XX-XXXX true RICHARD L WOELFELCPA P00096454 2625988776 2024-05-14 X 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z KARL KOPP 5200 WASHINGTON AVE RACINE WI 534064243 5940834 false X http://societysassets.org/ X 1974 WI HELP DISABLED PERSONS LIVE INDEPENDENTLY. TO ENSURE THE RIGHTS OF ALL PERSONS WITH DISABILITIES TO LIVE AND FUNCTION AS INDEPENDENTLY AS POSSIBLE IN THE COMMUNITY OF THEIR CHOICE THROUGH SUPPORTING INDIVIDUALS' EFFORT TO ACHIEVE CONTROL OVER THEIR LIVES AND BECOME INTEGRATED INTO COMMUNITY LIFE. 11 11 294 0 0 0 465315 533114 5099951 4039137 246778 22729 -8037 -15213 5804007 4579767 0 0 4447766 3670372 0 0 1014007 849036 5461773 4519408 342234 60359 8841144 9768471 2837448 3213040 6003696 6555431 HELP DISABLED PERSONS LIVE INDEPENDENTLY. TO ENSURE THE RIGHTS OF ALL PERSONS WITH DISABILITIES TO LIVE AND FUNCTION AS INDEPENDENTLY AS POSSIBLE IN THE COMMUNITY OF THEIR CHOICE THROUGH SUPPORTING INDIVIDUALS' EFFORT TO ACHIEVE CONTROL OVER THEIR LIVES AND BECOME INTEGRATED INTO COMMUNITY LIFE. false false 1108048 0 563549 INDEPENDENT LIVING PROGRAM: INFORMATION & REFERRAL, CASE MANAGEMENT COUNSELING, INDEPENDENT LIVING SKILLS TRAINING, TECHNICAL ASSISTANCE & CONSULTATION SERVICES DIRECTED AT ENABLING PHYSICALLY DISABLED PERSONS TO BECOME MORE INDEPENDENT 3293607 0 3363442 HOME/PERSONAL MAINTENANCE PROGRAM: SUPPORTIVE HOME CARE SERVICES FOR PERSONS WITH SEVERE PHYSICAL DISABILITIES 4401655 true false false false false false false false true false false false false false true false true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 24 0 true 294 true false false false false false true true false false false false false false X 11 11 false false false false false false false true true false false false true true true true true true false false WI X STEPHANIE SCHWARTZ 2626379128 5200 WASHINGTON AVE RACINE WI 534064243 KARL KOPP EXECUTIVE DIRECTOR 40.00 X 103512 0 5773 ADRIENNE STIGER BOARD MEMBER 1.00 X 0 0 0 LARRY HAAS BOARD MEMBER 1.00 X 0 0 0 CAROL SCHAUFEL VICE-CHAIRPERSON 2.00 X X 0 0 0 MARTY HUTCHINGS BOARD MEMBER 1.00 X 0 0 0 JACQUELINE SLANA BOARD MEMBER 1.00 X 0 0 0 JOHN MURPHY BOARD MEMBER 2.00 X 0 0 0 ERIC RUSSOW BOARD MEMBER 1.00 X 0 0 0 TERRI GILLILAND CHAIRPERSON 2.00 X X 0 0 0 ERIC BERTELSEN SEC/TREAS 2.00 X X 0 0 0 MARY LIPPERT BOARD MEMBER 1.00 X 0 0 0 SHANNON KAFURA BOARD MEMBER 1.00 X 0 0 0 103512 0 5773 1 false false false 19967 464094 49053 533114 PRIVATE PAY 621610 790754 0 0 MEDICAL ASSISTANCE 621610 808509 0 0 FAMILY CARE 621610 2124315 0 0 PARTNERSHIP 621610 125461 0 0 MEDICAID 621610 77606 0 0 112492 0 0 4039137 77338 0 77338 1290898 1345507 -54609 -54609 0 0 -54609 0 19967 15560 -15560 0 -15560 MISCELLANEOUS 900099 347 347 0 0 347 4579767 4039484 0 7169 109285 109285 0 0 3126104 3098027 28077 0 7016 7016 0 0 180451 180451 0 0 247516 242882 4634 0 36822 0 36822 0 123695 123695 0 0 231067 221995 9072 0 29808 29808 0 0 96966 86366 10600 0 ASSISTIVE TECHNICAL EQUIPMENT 3122 3122 0 0 BANK CHARGES 797 0 797 0 BANQUETS 7206 0 7206 0 BOARD OF DIRECTORS 1299 0 1299 0 318254 299008 19246 0 4519408 4401655 117753 0 3757736 4007257 303059 254907 39109 43556 4741240 5216310 246441 8841144 9768471 11097 15584 2483569 2728910 0 342782 468546 2837448 3213040 X 6003696 6555431 6003696 6555431 8841144 9768471 60359 491376 X false true X true true true X 0 807371 811969 717449 630238 625639 3592666 0 0 807371 811969 717449 630238 625639 3592666 0 3592666 180148 110083 134544 246634 77338 748747 0 0 4341413 0.82750 0.81000 X 0 0 0 false true ACCRUED VACATION 82476 ACCRUED PAYROLL 107757 ACCRUED PAYROLL TAXES 8243 ACCRUED EXPENSES 23629 DEFERRED COMPENSATION 0 PAYROLL DEDUCTION PAYABLE 0 OPERATING LEASE LIABILITY 246441 468546 5049881 491376 15560 506936 4542945 36822 36822 4579767 4498146 15560 15560 4482586 36822 36822 4519408 Pt IV, Line 2b COMPANY ACTS AS THE REPRESENTATIVE PAYEE DESIGNATED BY SOCIAL SECURITY TO HANDLE AN INDIVIDUAL'S FUNDS FROM THE GOVERNMENT TO PAY THEIR MONTHLY LIVING EXPENSES AS SOCIAL SECURITY HAS DEEMED THE INDIVIDUAL NOT COMPETENT TO HANDLE THE MONEY RECEIVED FROM THE GOVERNMENT Pt XI, Line 2d CONTRIBUTIONS RECEIVED FROM FUNDRAISING EVENT DIRECTLY OFFSET EXPENSES. Pt XII, Line 2d SEE PT XI, LINE 2D DOLLARS FOR SCHOLARS 19967 19967 10000 800 3050 1710 19967 19967 10000 800 3050 1710 15560 4407 Pt VI, Line 12c DISCUSSED AT BOARD MEETINGS -- POLICY IS AVAILABLE TO BOARD MEMBERS Pt VI, Line 11b THE BOARD & FINANCE COMMITTEE REVIEW THE ANNUAL AUDIT WHICH IS WHERE FIGURES FOR THE 990 COME FROM Pt VI, Line 15a THE EXECUTIVE COMMITTEE HOLDS AN ANNUAL MEETING TO REVIEW THE ACCOMPLISHMENTS OF THE CEO FOR THE CURRENT YEAR. IT ALSO REVIEWS GOALS FOR THE UPCOMING YEAR. Pt VI, Line 19 GIVEN UPON REQUEST