2025-11-12T14:24:55-06:00 2024-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-01-01 472334925 MILWAUKEE CENTER FOR INDEPENDENCE FOUNDATION INC MILW 4149372020 2020 W WELLS ST MILWAUKEE WI 53233 LESLIE HAYES-BAILEY CONTROLLER 4149372020 2025-11-11 1 0 JILL M BOYLE CPA P01246734 2627549400 2025-11-11 2024 2025-03-06 01:10:19Z LESLIE HAYES-BAILEY 2020 W WELLS ST MILWAUKEE WI 53233 162963 0 X WWW.CFIHOPE.ORG X 2014 WI TO BENEFIT AFFILIATED ENTITIES BY COMMUNICATING MISSION AND BUILDING COMMUNITY RELATIONSHIPS. 5 4 0 4 0 0 14368196 137475 0 0 16658 25488 0 0 14384854 162963 948939 154554 0 0 0 0 0 0 0 3335 80805 952274 235359 13432580 -72396 91949827 104335725 155550 65727 91794277 104269998 THE MILWAUKEE CENTER FOR INDEPENDENCE FOUNDATION, INC. (FOUNDATION) CONTRIBUTES TO ITS AFFILIATED ORGANIZATIONS THROUGH FUNDRAISING FOR OPERATIONS AND CAPITAL NEEDS. 0 0 151859 154554 THE FOUNDATION IS RESPONSIBLE TO HELP GROW AND SUSTAIN ITS AFFILIATED ORGANIZATIONS FINANCIALLY, AND TO COMMUNICATE THE AGENCY'S MISSION THROUGH SUPPORTIVE RELATIONSHIPS WITH DONORS, FOUNDATIONS, AND CORPORATIONS, AND ORGANIZING AND MOTIVATING GROUPS OF EXECUTIVES, COMMUNITY INFLUENCERS, AND OTHER STAKEHOLDERS TO HELP ACHIEVE AGENCY GOALS. 151859 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X LESLIE HAYES-BAILEY 4149372020 2020 W WELLS ST MILWAUKEE WI 53233 ELSMO LEIF SVERRE PRESIDENT/CEO 1.00 44.00 X X 0 323056 53025 NEELY DAN CHAIRPERSON 1.00 X X 0 0 0 BETTERS BRUCE DIRECTOR 1.00 X 0 0 0 CAIN MORRIS DIRECTOR 1.00 X 0 0 0 VOIGTMAN TIM DIRECTOR 1.00 X 0 0 0 FASSETT BRIDGET THRU 121824 CFO/TREASURER 1.00 44.00 X 0 236247 41382 0 559303 94407 0 0 1 0 0 137475 137475 25488 25488 162963 0 0 25488 154554 154554 83500 83500 305 305 BAD DEBT -3000 -3000 235359 151859 83500 0 X 1039022 958014 85655 4444 90825150 103373267 91949827 104335725 155550 65727 155550 65727 X 89365608 101800644 2428669 2469354 91794277 104269998 91949827 104335725 -72396 12548117 0 X X 0 1 X 1 0 X 8638879 8548879 2473559 4368196 137475 24166988 8638879 8548879 2473559 4368196 137475 24166988 20296628 3870360 685 295 8 16658 25488 43134 24210122 0.15990 0.02870 X THE ORGANIZATION DID NOT HAVE FUND RAISING STAFF FOR A LARGE PORTION OF 2023 & 2024, AND MINIMAL STAFF FOR PRECEDING YEARS. THE ORGANIZATION HAS ADDED FUNDRAISING STAFF AND EXPECTS THE PUBLIC SUPPORT PERCENTAGE TO INCREASE BACK TO A MINIMUM OF 33.4% OVER THE NEXT FEW YEARS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90825150 12548117 103373267 61936756 15000000 13888394 90825150 5133134 18100000 -11296378 11936756 3606835 48151610 3374689 55133134 3226195 409924 29284 3606835 0.98866 0.01134 0 0 0 DUE TO AFFILIATE 65727 65727 X PART V, LINE 4: THE ORGANIZATION INTENDS TO USE THE ENDOWMENT FUNDS TO SUPPORT PROGRAM OPERATIONS OF ITS RELATED ORGANIZATIONS. PART X, LINE 2: CFI AND ITS RELATED CORPORATIONS ARE NONPROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE AS OTHER THAN A PRIVATE FOUNDATION. THE CENTER FILES VARIOUS FEDERAL OR STATE NON-PROFIT TAX RETURNS. THE CENTER IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2021. 1 MILWAUKEE CENTER FOR INDEPENDENCE INC 2020 W WELLS ST MILWAUKEE WI 53233 390806257 501(C)(3) 154554 0 OPERATIONAL SUPPORT TO PROGRAMS 1 PART I, LINE 2: THE FOUNDATION CONTRIBUTES TO ITS AFFILIATED ORGANIZATIONS FOR THE ANNUAL SUPPORT OF THEIR OPERATIONS, CAPITAL NEEDS, AND OTHER VALID PURPOSES. FUNDS GRANTED ARE IN ACCORDANCE WITH USE DESIGNATED BY THE DONORS, EITHER TO SUPPORT THE APPROPRIATE AFFILIATE'S OPERATIONS, CAPITAL NEEDS, OR FOR THE STATED PURPOSE OR PROGRAM, AND ARE ACCOUNTED FOR ACCORDINGLY. 0 1 0 0 0 0 0 0 0 ELSMO LEIF SVERRE PRESIDENT/CEO 0 323056 0 0 0 0 0 23450 0 29575 0 376081 0 0 FASSETT BRIDGET THRU 121824 CFO/TREASURER 0 236247 0 0 0 0 0 10628 0 30754 0 277629 0 0 PART I, LINE 3 RELATED ENTITY CFI PERIODICALLY HIRES AN INDEPENDENT CONSULTING FIRM TO PERFORM A STUDY OF THE COMPENSATION OF THE PRESIDENT AND CERTAIN OTHER EMPLOYEES BASED ON THEIR JOB DESCRIPTIONS. THE CONSULTING FIRM CONDUCTS MARKET RESEARCH AND DETERMINES A FAIR COMPENSATION RANGE FOR EACH INDIVIDUAL BASED ON A COMPETITIVE PEER GROUP. IN BETWEEN THESE PERIODIC INDEPENDENT STUDIES, THE VP OF HUMAN RESOURCES AND DIRECTOR OF COMPENSATION, PAYROLL AND BENEFITS REVIEW MARKET COMPARISONS OF SIMILAR ORGANIZATIONS. THE REPORTS ARE AVAILABLE TO THE EXECUTIVE COMMITTEE OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION HAS A SINGLE CLASS OF MEMBER AND THE SOLE MEMBER IS CFI. FORM 990, PART VI, SECTION A, LINE 7A CFI HAS THE POWER TO ELECT THE BOARD OF DIRECTORS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B CFI, THE SOLE MEMBER, HAS THE POWER TO (A) ADOPT AND AMEND THE ARTICLES OF INCORPORATION, (B) ADOPT AND APPROVE THE BYLAWS, AND ANY AMENDMENTS, MODIFICATIONS, OR RESTATEMENTS THERETO, (C) ADOPT AND APPROVE THE MISSION, PURPOSE, OR SCOPE OF THE CORPORATION, OR A MATERIAL CHANGE OF THE LOCATION, SIZE, OR SCOPE OF ITS SERVICES, PROGRAMS, OPERATIONS, EDUCATIONAL AFFILIATIONS, OR RELATED AGREEMENTS, (D) APPROVE THE SALE, LEASE, PURCHASE, CREATION, DISSOLUTION, CONVEYANCE, DISPOSAL, MORTGAGE, OR GRANT OF A SECURITY INTEREST OF OR IN ANY AFFILIATED, CONTROLLED, OR JOINT VENTURE ENTITY, ANY REAL OR PERSONAL PROPERTY OR OTHER ASSETS (OR ANY INTEREST IN ANY OF THE FOREGOING), OR THE INCURRENCE OF DEBT FOR MONEY BORROWED OR THE GUARANTY OF THE DEBT OF ANOTHER, IN EACH CASE ABOVE, OTHER THAN IN THE ORDINARY COURSE OF BUSINESS, (E) APPROVE THE MERGER, CONSOLIDATION, ACQUISITION, LIQUIDATION, OR DISSOLUTION OF THE CORPORATION, OR THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, (F) RATIFY THE APPOINTMENT AND REMOVAL OF THE OFFICERS OF THE CORPORATION, (G) APPROVE ANNUAL OPERATING OR CAPITAL BUDGETS, STRATEGIC AND LONG-RANGE PLANS, MAJOR FUND-RAISING PROGRAMS, OR OTHER AGREEMENTS, AND OTHER FINANCIAL COMMITMENTS AND ANY MATERIAL DEVIATIONS FROM SUCH BUDGETS, PLANS, AGREEMENTS, OR COMMITMENTS, AND (H) APPROVE FINANCIAL, ACCOUNTING, HUMAN RESOURCE, EMPLOYEE BENEFIT, AND OTHER POLICIES AND PROCEDURES, AND THE APPOINTMENT OR ENGAGEMENT OF ALL AUDITORS, LEGAL COUNSEL, AND CONSULTANTS. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION IS AN AFFILIATE OF CFI, WHICH ASSISTS IN MANAGING THE ORGANIZATION. CFI FINANCE MANAGEMENT AND STAFF COMPLETED THE FORM 990 AND RELATED SCHEDULES. FOLLOWING COMPLETION, THE FORM 990 AND RELATED SCHEDULES WERE REVIEWED BY THE PRESIDENT AND CFO. THE DRAFT WAS ALSO REVIEWED BY THE CHAIRMAN OF THE CFI AUDIT COMMITTEE PRIOR TO SUBMISSION TO THE IRS. A COPY OF THE FORM 990 WAS MADE AVAILABLE TO THE CFI BOARD OF DIRECTORS AND FINANCE COMMITTEE PRIOR TO SUBMISSION TO 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 SIGNED STATEMENTS ARE KEPT ON FILE BY CFI'S EXECUTIVE OFFICE MANAGER. CFI'S MANAGEMENT MAKES DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND THE MEMBERS OF THE GOVERNING BODY REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS ON THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART X, LINE 25 FOR CURRENT YEAR PRESENTATION INTER-AGENCY DUE TO WAS MOVED FROM ACCOUNTS PAYABLE TO OTHER LIABILITIES. FORM 990, PART XII, LINE 2C: CFI HAS AN AUDIT COMMITTEE THAT ASSISTS IN SELECTION OF THE AUDITOR. THE AUDIT COMMITTEE MEETS WITH THE AUDITORS AND REVIEWS THE AUDIT ANNUALLY. MILWAUKEE CENTER FOR INDEPENDENCE INC 2020 W WELLS ST MILWAUKEE WI 53233 390806257 HUMAN SERVICES WI 501(C)(3) LINE 10 CENTERS FOR INDEPEDENCE INC 0 MCFI HOME CARE LLC 2020 W WELLS ST MILWAUKEE WI 53233 463893976 HOME CARE WI 501(C)(3) LINE 10 CENTERS FOR INDEPEDENCE INC 0 ILIFE LLC 2020 W WELLS ST MILWAUKEE WI 53233 464245256 LONG-TERM CARE SUPPORT WI 501(C)(3) LINE 10 CENTERS FOR INDEPEDENCE INC 0 FIRST PERSON CARE CONSULTANTS LLC 2020 W WELLS ST MILWAUKEE WI 53233 464525845 LONG-TERM CARE CONSULTING WI 501(C)(3) LINE 10 CENTERS FOR INDEPEDENCE INC 0 CENTERS FOR INDEPENDENCE INC 2020 W WELLS ST MILWAUKEE WI 53233 391753381 SUPPORT WI 501(C)(3) LINE 12C, III-FI N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0