2025-04-24T10:58:55-05:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2024-01-01 391343425 INDEPENDENCE FIRST INC INDE 4142917520 540 S 1ST ST MILWAUKEE WI 532041605 MARCIA BOUCHER PRESIDENT/CEO 4142917520 2025-04-22 1 1 JENNY TARKOWSKI CPA P00634290 6082747020 2025-04-18 2024 2025-03-06 01:10:19Z MARCIA BOUCHER 540 S 1ST ST MILWAUKEE WI 532041605 26454544 0 X WWW.INDEPENDENCEFIRST.ORG X 1979 WI INDEPENDENCE FIRST IS A NON-PROFIT 501C3 INDEPENDENT LIVING CENTER (ILC) DIRECTED AND CONTROLLED BY PERSONS WITH DISABILITIES, PRIMARILY SERVING THE FOUR COUNTY METROPOLITAN MILWAUKEE AREA. OUR MISSION IS TO EFFECTIVELY FACILITATE EMPOWERMENT OF INDIVIDUALS WITH DISABILITIES THROUGH THE CORE SERVICES OF ADVOCACY, INDEPENDENT LIVING SKILLS, INFORMATION AND REFERRAL, PEER SUPPORT, AND TRANSITION. 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INDEPENDENCE FIRST PROMOTES DIVERSITY AND MULTICULTURAL PARTICIPATION IN ITS OPERATIONS AND SERVICES. 0 0 16170494 0 20451195 PERSONAL ASSISTANCE SERVICES PROVIDE PERSONAL CARE SERVICES AT HOME FOR INDIVIDUALS WITH DISABILITIES WITH RN SUPERVISION AND CASE MANAGEMENT FOR PARTICIPANTS. THESE SERVICES ASSIST PERSONS WITH DISABILITIES TO REMAIN INDEPENDENT IN THE COMMUNITY RATHER THAN BE FORCED TO MOVE INTO AN INSTITUTIONAL SETTING. 1566020 0 230105 INDEPENDENT LIVING SKILLS TRAINING PROVIDES PERSONS WITH DISABILITIES WITH EDUCATION AND TRAINING TO INCREASE THEIR ABILITY TO LIVE INDEPENDENTLY IN THE COMMUNITY. SKILLS TRAINING OFFERED INCLUDE TOPICS OF MONEY, HOME AND TIME MANAGEMENT, COMMUNICATION SKILLS, HOW TO BUILD SELF-ESTEEM, HOW TO SET GOALS AND MAKE GOOD DECISIONS, DEALING WITH CONFLICT AND ANGER, STRESS MANAGEMENT, ASSERTIVENESS, COMPUTER TRAINING, JUST TO NAME A FEW. INDIVIDUALS SET THEIR GOALS AND TRAINING ASSISTS THEM TO BE SUCCESSFUL IN ACHIEVING THEM. 243060 0 623370 ASSISTIVE TECHNOLOGY SERVICE PROVIDES EDUCATION ABOUT, EVALUATIONS FOR, AND TRIALS OF ASSISTIVE TECHNOLOGY EQUIPMENT. THIS PROGRAM EXISTS TO HELP INDIVIDUALS WITH DISABILITIES, FAMILY MEMBERS, FRIENDS, SERVICE PROVIDERS, AND EMPLOYERS MAKE INFORMED CHOICES ABOUT ADAPTIVE EQUIPMENT AND TO FIND COST-EFFECTIVE WAYS TO MEET THEIR ADAPTIVE EQUIPMENT NEEDS. 1639896 0 17472 1639896 17472 19619470 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 34 0 1028 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X WENDY HUOT 4142917520 540 S 1ST ST MILWAUKEE WI 53204 MARCIA BOUCHER PRESIDENT/CEO 40.00 3.00 X 245894 0 24448 WENDY HUOT CHIEF FINANCIAL OFFICER 40.00 3.00 X 196072 0 11112 KATHY ACEVEDO CHIEF OPERATING OFFICER 40.00 3.00 X 177021 0 27954 TRACY THOMAS CONTROLLER 40.00 3.00 X 149309 0 23769 JACOB NOWAK INFORMATION TECHNOLOGY DIRECTOR/FACILITIES DIRECTO 40.00 3.00 X 120289 0 43924 MYRA SANCHICK MARKETING & STRATEGIC PARTNERSHIPS 40.00 3.00 X 123514 0 28469 SAMANTHA HUDSON PERSONAL ASSISTANCE SERVICES DIRECTOR 40.00 3.00 X 111614 0 21059 SCOTT CURWICK HUMAN RESOURCES DIRECTOR 40.00 3.00 X 109442 0 15337 RYAN RAMOS CHAIR 3.00 1.00 X X 0 0 0 BRAD HOLZ VICE CHAIR 3.00 X X 0 0 0 KAWANZA NEWSON SECRETARY 1.00 X X 0 0 0 KENT WALTERS TREASURER 3.00 1.00 X X 0 0 0 BILLIE TORRENTT CHAIR (THRU JUNE 2024) 3.00 1.00 X X 0 0 0 DAVID FRANK TREASURER (THRU JUNE 2024) 3.00 1.00 X X 0 0 0 JOHN DZIEWA DIRECTOR 1.00 1.00 X 0 0 0 MARK CIESKO DIRECTOR (FROM JUNE 2024) 1.00 X 0 0 0 ERIC DEGROOT DIRECTOR (FROM JUNE 2024) 1.00 X 0 0 0 WILLIAM CROWLEY DIRECTOR 1.00 X 0 0 0 CHRISTINE BROOKS DIRECTOR 1.00 X 0 0 0 PAUL WIERZBA DIRECTOR 1.00 X 0 0 0 EMILY SIIRA DIRECTOR (FROM JUNE 2024) 1.00 X 0 0 0 ANNE SCHWARTZ DIRECTOR (FROM JUNE 2024) 1.00 X 0 0 0 BEVERLY WALKER DIRECTOR 1.00 X 0 0 0 JAKEIM JACKSON-BELL DIRECTOR 1.00 X 0 0 0 KAREN HUNT DIRECTOR (THRU JUNE 2024) 1.00 X 0 0 0 SCOTT LUBER DIRECTOR (THRU JUNE 2024) 1.00 X 0 0 0 1233155 0 196072 9 0 1 0 0 61516 3300 841408 862520 242665 2011409 PERSONAL ASSISTANCE SERVICES 624120 20451195 20451195 ASSISTIVE TECHNOLOGY 624120 623370 623370 INDEPENDENT LIVING SERVICES 624120 230105 230105 ENTREPRENEURIAL VENTURES 624120 4964 4964 12508 12508 21322142 265124 265124 202622 158887 43735 43735 43735 2574008 2279095 294913 294913 294913 79239 3300 24252 54987 54987 23992310 21322142 43735 615024 682501 682501 16782766 14542863 1844072 395831 485784 428112 46020 11652 1520277 1297914 187036 35327 1428287 1191191 204674 32422 56593 56593 59950 59950 28105 28105 736210 571311 164899 82749 3771 78240 738 785559 752686 28378 4495 275798 206848 41370 27580 342175 209669 128397 4109 66122 55146 9475 1501 31772 31772 251 209 36 6 156141 104428 49665 2048 246521 184891 36978 24652 BAD DEBT EXPENSE 416139 416139 MEMBERSHIP DUES 26517 22115 3800 602 LICENSES AND FEES 18356 15369 2987 NCIL 1175 1175 24229748 19619470 4069315 540963 232041 86885 1110682 641217 250956 202339 2465089 2234563 451 0 79193 110094 10238028 5067238 5361307 5170790 7595711 8319470 372957 427522 14876 14876 17483263 17207756 1141475 1247969 33535 66136 1407974 1039377 1395715 1288026 3978699 3641508 X 10386706 10371166 3117858 3195082 13504564 13566248 17483263 17207756 -237438 299122 0 X 0 1 X 1 1 1 X 6357670 1920190 1963627 2562570 2011409 14815466 26994558 24716150 24094912 22401750 21322142 119529512 5400 79239 84639 33352228 26636340 26058539 24969720 23412790 134429617 6430 6430 0 6430 6430 134423187 272503 320447 341484 411166 467746 1813346 272503 320447 341484 411166 467746 1813346 33624731 26956787 26400023 25380886 23880536 136242963 0.98660 0.98920 0.01330 0.01080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1218000 1218000 6868595 3039956 3828639 1852547 1761124 91423 298886 266158 32728 5170790 ESTIMATED THIRD-PARTY PAS PAYER SETTLEMENTS 14428 DEFERRED COMPENSATION OBLIGATION 413598 LINE OF CREDIT 860000 1288026 EMPOWER MOVIE MATINEE 82539 3300 79239 13491 2500 8261 82539 3300 79239 13491 2500 8261 24252 54987 X X X 0 0 0 0 0 0 0 0 0 MARCIA BOUCHER PRESIDENT/CEO 245894 0 0 0 0 0 12394 0 12054 0 270342 0 0 0 WENDY HUOT CHIEF FINANCIAL OFFICER 196072 0 0 0 0 0 9663 0 1449 0 207184 0 0 0 KATHY ACEVEDO CHIEF OPERATING OFFICER 177021 0 0 0 0 0 5482 0 22472 0 204975 0 0 0 TRACY THOMAS CONTROLLER 149309 0 0 0 0 0 7922 0 15847 0 173078 0 0 0 JACOB NOWAK INFORMATION TECHNOLOGY DIRECTOR/FACI 120289 0 0 0 0 0 6592 0 37332 0 164213 0 0 0 MYRA SANCHICK MARKETING & STRATEGIC PARTNERSHIPS 123514 0 0 0 0 0 6269 0 22200 0 151983 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH 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 MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE, COMPRISED OF OFFICERS OF THE GOVERNING BODY, REVIEW AND DETERMINE OFFICER AND KEY EMPLOYEE COMPENSATION ANNUALLY. COMPENSATION GUIDES ARE REVIEWED. ALSO, THERE ARE GOALS RELATED TO THE ORGANIZATION'S FINANCIAL AND PROGRAM PERFORMANCE THAT ARE REVIEWED. ALL EMPLOYEES ARE REVIEWED ANNUALLY BY THEIR IMMEDIATE SUPERVISOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WERE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S ANNUAL REPORT WAS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. INDEPENDENCE FIRST FOUNDATION INC 540 S 1ST ST MILWAUKEE WI 532041605 462941274 SUPPORT INDEPENDENCE FIRST, INC. WI 501(C)(3) LINE 12A, I INDEPENDENCE FIRST INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 INDEPENDENCE FIRST FOUNDATION INC C 841408 FACE AMOUNT