2025-07-22T09:04:49-05:00 2024-12-31 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2024-01-01 390806398 LAD LAKE INC LADL 2629652131 W350 S1401 WATERVILLE ROAD DOUSMAN WI 53118 DONELLE HAUSER PRESIDENT & CEO 2629652131 2025-07-18 1 1 SOLOMON MARDAKHAEV P01806552 6105653930 2025-06-30 2024 2025-03-06 01:10:19Z DONELLE HAUSER W350 S1401 WATERVILLE ROAD DOUSMAN WI 53118 16569577 0 X WWW.LADLAKE.ORG X 1902 WI THE YOUTH IN OUR CARE ARE SOME OF OUR COMMUNITY'S MOST VULNERABLE. NEARLY ALL HAVE EXPERIENCED CHILD ABUSE AND NEGLECT, SUFFERED ADDICTION, AGED OUT OF FOSTER CARE, BEEN INVOLVED IN THE YOUTH JUSTICE SYSTEM OR SUFFERED COMMERCIAL SEXUAL EXPLOITATION. OUR PROGRAMS PROVIDE SAFER LIVING ENVIRONMENTS, BETTER HEALTH, THERAPEUTIC CARE, STRONGER EDUCATIONAL AND SOCIAL SUPPORTS, AND PROMISING FUTURES. 10 9 351 162 0 0 13811565 13731274 165248 163531 194209 1707312 37564 16739 14208586 15618856 0 0 0 0 13164042 12134869 0 0 239457 2891206 2838675 16055248 14973544 -1846662 645312 15693480 15931660 4946176 4047279 10747304 11884381 X THE MISSION OF LAD LAKE, INC. IS TO GUIDE THE GROWTH OF AT-RISK YOUTH SO THAT THEY REACH THEIR POTENTIAL AND LIVE RESPONSIBLY. 0 0 10628967 0 0 OUR RESEARCH INDICATES THAT NEARLY ALL (92%) OF LAD LAKE YOUTH IN RESIDENTIAL CARE HAVE LIVED THROUGH MULTIPLE TRAUMATIC EVENTS. MANY HAVE LIVED THROUGH SEVERE NEGLECT. SOME HAVE BEEN ABUSED. OTHERS WITNESSED VIOLENCE. NEARLY ALL EXPERIENCE PSYCHOLOGICAL CHALLENGES. IN FACT, THE VAST MAJORITY (70%) OF LAD LAKE YOUTH STRUGGLE WITH MENTAL HEALTH CONDITIONS LIKE ANXIETY, DEPRESSION AND PTSD. LAD LAKE'S TRAUMA-INFORMED EVIDENCE-BASED PROGRAMS AND CARING STAFF ARE A CRITICAL COMPONENT TO HELPING YOUTH SUCCEED. LAD LAKE RESIDENTS AND STUDENTS ARE ABLE TO HEAL IN A SAFE AND THERAPEUTIC ENVIRONMENT AND BENEFIT FROM: STRENGTH-BASED APPROACH, PSYCHIATRIC SERVICES, SPECIALIZED THERAPIES INCLUDING TRAUMA-FOCUSED COGNITIVE BEHAVIORAL THERAPY, DIALECTICAL BEHAVIOR THERAPY (DBT), ART AND EQUINE THERAPIES, MOTIVATIONAL ENHANCEMENT THERAPY AND COGNITIVE BEHAVIORAL THERAPY (MET/CBT5), ONSITE STAFF TRAINED IN TRAUMA-SENSITIVE CARE UTILIZING THE RISKING CONNECTIONS MODEL AND THERAPEUTIC GROUPS HELPING YOUTH DEVELOP SKILLS TO HANDLE LIFE'S CHALLENGES INCLUDING MINDFULNESS PRACTICES, EMOTIONAL REGULATION AND DIALECTICAL BEHAVIORAL THERAPY. 1142050 0 163531 LAD LAKE OFFERS A VARIETY OF SPECIALIZED ACADEMIC PROGRAMS FOR YOUTH AT-RISK OF SCHOOL FAILURE. LAD LAKE OPERATES THREE SCHOOLS IN MILWAUKEE AND DOUSMAN WITH PROGRAMS THAT ARE SPECIFICALLY SUITED TO MEET THE NEEDS AND CHALLENGES OF EACH STUDENT. WITH A HIGHLY-INDIVIDUALIZED CLASSROOM ENVIRONMENT, HIGH TEACHER-TO-CHILD RATIOS, AND ONSITE SPECIALISTS AND THERAPISTS, LAD LAKE SCHOOLS GIVE STUDENTS THE GREATEST OPPORTUNITY FOR SUCCESS. THROUGH ITS DAY SCHOOLS AND ONSITE SCHOOLS AT ITS TWO RESIDENTIAL CAMPUSES, LAD LAKE TEACHERS HELP HUNDREDS OF KIDS WITH DEVELOPMENTAL AND BEHAVIORAL CHALLENGES SUCCEED IN SCHOOL INCLUDING: YOUTH WITH DEVELOPMENTAL DELAYS OR BEHAVIORAL DISABILITIES, YOUTH WITH ALCOHOL OR OTHER DRUG DEPENDENCIES, STUDENTS WITH SEVERE CREDIT DEFICIENCIES, STUDENTS AT-RISK OF EXPULSION. FOR MANY OF THESE YOUTH, LAD LAKE IS THEIR LAST HOPE AT GETTING BACK ON TRACK ACADEMICALLY. LAD LAKE TEACHERS OFFER INDIVIDUALIZED EDUCATION PLANS FOR STUDENTS, AND ARE ABLE TO CATER TO THEIR SPECIALIZED NEEDS. THROUGH OUR EDUCATIONAL PROGRAMS, 76% OF OUR YOUTH INCREASED THEIR READING AND MATH SCORES BY 2 GRADE LEVELS IN ONE SEMESTER. 478376 0 0 THROUGH A COMMUNITY-BASED MODEL, LAD LAKE OFFERS A VARIETY OF SERVICES INCLUDING:IN-HOME THERAPY, MENTORING, SUPERVISED VISITATIONS AND OUTPATIENT SERVICES TO YOUTH AND FAMILIES WHO HAVE EXPERIENCED CRISIS IN THEIR HOME LIFE. LAD LAKE HELPS YOUTH WITH A RANGE OF NEEDS INCLUDING: EMOTIONAL OR DEVELOPMENTAL DISABILITIES. YOUTH WITH ALCOHOL OR DRUG ABUSE DEPENDENCIES, YOUTH WITH MENTAL HEALTH ISSUES, YOUTH WITH A HISTORY OF TRUANCY, YOUTH WITH A HISTORY OF FAMILIAL PROBLEMS, YOUTH WITH A FAMILY MEMBER IN PRISON AND YOUTH WHO HAVE COMMITTED THEIR FIRST MINOR DELINQUENT OFFENSE. RELYING ON A TRAUMA-INFORMED APPROACH, LAD LAKE STAFF PROVIDE SERVICES TO FAMILIES TO PROMOTE HEALTHY RELATIONSHIPS AND RESPONSIBILITY WHILE ENCOURAGING FAMILIES TO WORK TOWARD REUNIFICATION. THE PROGRAMS ARE DESIGNED TO WORK WITH YOUTH AND FAMILIES TOWARD HEALTHIER CHOICES AND SUPPORTIVE CONNECTIONS. 464182 0 0 COMPREHENSIVE COMMUNITY SERVICES (CCS) IS A VOLUNTARY PROGRAM THAT PROVIDES CLIENT-CENTERED AND DIRECTED PSYCHOSOCIAL SERVICES THAT PROMOTE RECOVERY FOR ELIGIBLE CHILDREN AND YOUNG ADULTS OF MILWAUKEE COUNTY. CCS FOCUSES ON HELPING PEOPLE WHO HAVE A MENTAL HEALTH AND/OR A SUBSTANCE USE DIAGNOSIS ON THEIR JOURNEY TO RECOVERY. THE PROGRAM IS FOR PEOPLE WHO HAVE NEEDS THAT, IF IGNORED, COULD LEAD TO BEING HOSPITALIZED IN TIMES OF CRISIS. THE PURPOSE OF COMPREHENSIVE COMMUNITY SUPPORT SERVICES IS TO SURROUND INDIVIDUALS/FAMILIES WITH THE SERVICES AND RESOURCES, IN THE COMMUNITY, THAT ARE NECESSARY TO PROMOTE RECOVERY, REHABILITATION, AND RESILIENCY. THOSE WHO QUALIFY FOR CCS WORK WITH A CARE COORDINATOR TO DEVELOP AN INDIVIDUALIZED PLAN OF CARE. INDIVIDUALS CAN CHOOSE FROM A WIDE RANGE OF SERVICES WHICH IS INTENDED TO HELP THEM; IMPROVE HEALTH, PROMOTE WELLNESS, ACHIEVE PERSONAL GOALS AND ENHANCE OVERALL QUALITY OF LIFE. 464182 0 0 12713575 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 35 0 351 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X JUDY RICH 2629652131 W350 S1401 WATERVILLE ROAD DOUSMAN WI 53118 DONELLE HAUSER PRESIDENT & CEO 34.00 6.00 X X 198338 0 5400 ARNOLD STUEBER CHAIR 1.00 1.00 X X 0 0 0 DAVID PERHACH PAST BOARD CHAIR 1.00 1.00 X X 0 0 0 CHERYL HILL VICE CHAIR 1.00 1.00 X X 0 0 0 THOMAS H KOPLIN CPA CGMA TREASURER / SECRETARY 1.00 1.00 X X 0 0 0 ERIC BERMAN DIRECTOR 1.00 1.00 X 0 0 0 NICOLE BIEDERER DIRECTOR 1.00 1.00 X 0 0 0 SHEREE DALLAS BRANCH DIRECTOR (THRU SEPT 2024) 1.00 1.00 X 0 0 0 LYNN HEIMBRUCH DIRECTOR 1.00 1.00 X 0 0 0 CONNIE PALMER DIRECTOR 1.00 1.00 X 0 0 0 SANDIE TALBOT DIRECTOR 1.00 1.00 X 0 0 0 REBECCA BARNES PSYCHIATRIC NURSE PRACTITIONER 34.00 6.00 X 161921 0 0 JESSICA WALDRON CHIEF PROGRAM OFFICER 34.00 6.00 X 118649 0 2351 DANA DORN CHIEF IMPLEMENTATION OFFICER 34.00 6.00 X 116944 0 3072 JUDY RICH DIRECTOR OF FINANCE 34.00 6.00 X 116227 0 3264 CURT JOHNSON DIRECTOR OF INFORMATION SYSTEMS 34.00 6.00 X 106857 0 9742 818936 0 23829 6 0 1 0 0 94560 13040334 596380 89150 13731274 FEES FOR SERVICES 611710 163531 163531 163531 136232 136232 1000 0 1000 1000 1000 947533 1523152 899605 0 47928 1523152 1571080 1571080 27384 94560 51116 -23732 -23732 39471 39471 39471 15618856 163531 0 1724051 203738 203738 9430978 8320539 1011520 98919 1162557 1028446 133283 828 1337596 1172565 152194 12837 43830 43830 65274 65274 36243 36243 360220 248991 100466 10763 31157 3780 14877 12500 88509 81800 6159 550 103267 42548 58097 2622 346703 320209 25582 912 170055 151591 17435 1029 68534 41613 25638 1283 235775 235775 292780 285435 7345 194942 107827 87115 FOOD EXPENSES 385381 385253 128 STUDENT/CLIENT SUPPLIES 147589 147589 MEDICAL 3EXPENSES 57773 57773 CLOTHING/LAUNDRY 16000 16000 194643 65841 31588 97214 14973544 12713575 2020512 239457 75956 217912 1312645 1182120 3969040 4027217 19072 15946 111650 101787 12276321 8642312 3693024 3634009 5144233 5396447 1367860 1356222 15693480 15931660 1155798 1192255 3784058 2811246 6320 43778 4946176 4047279 X 9951171 11095299 796133 789082 10747304 11884381 15693480 15931660 645312 491765 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3670872 445725 387482 3729115 4340748 500007 1169883 3670872 5231261 -595995 294518 4340748 5187697 342104 298540 5231261 4826470 637442 276215 5187697 0.97510 0.02490 0 0 628705 628705 8347879 5824749 2523130 3299737 2817563 482174 3634009 INVESTMENT IN DIVISION 100000 RIGHT OF USE ASSET 1129 INVESTMENT IN LAD LAKE MILWAUKEE, INC. 1255093 1356222 FINANCE LEASE OBLIGATIONS 919 REFUNDABLE ADVANCE LIABILITY 42859 43778 X 16125494 491765 51116 542881 15582613 36243 36243 15618856 14988417 51116 51116 14937301 36243 36243 14973544 PART V, LINE 4: THE ENDOWMENT FUNDS OF LAD LAKE, INC. ARE INTENDED TO SUPPORT ANY FUTURE OPERATIONAL SHORTFALLS OF THE ORGANIZATION OR FUTURE PROGRAM ENHANCEMENTS. PART X, LINE 2: THE ORGANIZATION ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OR THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 51,116. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 51,116. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 LAD LAKE, INC. CONTRACTS DIRECTLY WITH VARIOUS PUBLIC SCHOOL DISTRICTS AND THUS IS COVERED UNDER THOSE SCHOOL DISTRICTS' DISCLOSURES AND SOLICITATIONS. SCHEDULE E, PART I, LINE 6 LAD LAKE, INC. RECEIVES FEDERAL, STATE AND LOCAL AWARDS FROM THE FOLLOWING GOVERNMENTAL AGENCIES: US DEPT AGRICULTURE US DEPT EDUCATION US DEPT HEALTH & HUMAN SERVICES WISCONSIN DEPT OF PUBLIC INSTRUCTION WISCONSIN DEPT OF CORRECTIONS WISCONSIN DEPT OF HEALTH SERVICES WISCONSIN DEPT OF CHILDREN AND FAMILIES ADAMS COUNTY HEALTH AND HUMAN SERVICES DEPARTMENT BROWN COUNTY HEALTH AND HUMAN SERVICES CALUMET COUNTY DEPARTMENT OF HEALTH AND HUMAN SERVICES DANE COUNTY DEPARTMENT OF HUMAN SERVICES DODGE COUNTY HUMAN SERVICES AND HEALTH DEPARTMENT JEFFERSON COUNTY HUMAN SERVICES DEPARTMENT MILWAUKEE COUNTY DEPARTMENT OF HEALTH AND HUMAN SERVICES - WRAPAROUND ROCK COUNTY HUMAN SERVICES DEPARTMENT WALWORTH COUNTY DEPARTMENT OF HEALTH AND HUMAN SERVICES WINNEBAGO COUNTY DEPARTMENT OF HUMAN SERVICES DODGELAND SCHOOL DISTRICT JEFFERSON SCHOOL DISTRICT MILL CREEK ACADEMY MILWAUKEE PUBLIC SCHOOLS MUKWONAGO SCHOOL DISTRICT SOUTH MILWAUKEE SCHOOL DISTRICT (CONTINUED BELOW) SCHEDULE E, PART I, LINE 6B: SOUTH MILWAUKEE SCHOOL DISTRICT WATERTOWN SCHOOL DISTRICT WAUKESHA SCHOOL DISTRICT WEST ALLIS SCHOOL DISTRICT FOREST COUNTY POTAWATOMI INDIAN CHILD WELFARE ILLINOIS DEPARTMENT OF CHILDREN AND FAMILY SERVICES ILLINOIS COMMUNITY HIGH SCHOOL DISTRICT NO 117 MINNESOTA-BLOOMINGTON PUBLIC SCHOOLS MINNESOTA-HENNEPIN COUNTY HUMAN SERVICES AND PUBLIC HEALTH DEPARTMENT MINNESOTA-OLMSTED COUNTY COMMUNITY SERVICES MINNESOTA-ROCHESTER PUCLIC SCHOOLS WPS BRIGHT LIGHTS BIG DREAMS 101880 82900 18980 3000 14825 22171 KETTLE CLASSIC 20064 11660 8404 3292 652 7176 121944 94560 27384 6292 15477 29347 51116 -23732 X X X 0 0 0 0 0 0 0 0 0 DONELLE HAUSER PRESIDENT & CEO 198338 0 0 0 0 0 0 0 5400 0 203738 0 0 0 REBECCA BARNES PSYCHIATRIC NURSE PRACTITIONER 161921 0 0 0 0 0 0 0 0 0 161921 0 0 0 X 88400 FAIR MARKET VALUE X ZOO PASSES FOR CLIENTS FOR OUTING 1 750 COST OF DONATED PROP 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION TRACKS AND REPORTS THE ACTUAL NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD AND THE FINANCE COMMITTEE FOR THEIR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL REQUIREMENT TO FILL OUT A CONFLICT OF INTEREST STATEMENT IS REQUIRED FOR DIRECTORS, OFFICERS, AND KEY EMPLOYEES. A POTENTIAL CONFLICT OF INTEREST IS REVIEWED WHENEVER THE PERSONAL OR PROFESSIONAL INTERESTS OR CONCERNS OF A COVERED PERSON MAY BE SEEN AS COMPETING WITH THE INTERESTS OR CONCERNS OF LAD LAKE, INC. AFTER DISCLOSURE OF A POTENTIAL COMPETING INTEREST, THE COVERED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE REMAINING MEMBERS. WHEN IT IS DETERMINED THAT A CONFLICT OF INTEREST DOES EXIST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MEETS ANNUALLY TO REVIEW THE COMPENSATION RECOMMENDATIONS MADE BY THE CEO FOR LAD LAKE'S EXECUTIVE LEADERSHIP TEAM. THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF THE CEO. IN MAKING ITS DETERMINATION, THE COMMITTEE REVIEWS RELEVANT COMPARABILITY DATA AND CONSIDERS THE REASONABLENESS OF THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION FILES ITS AUDITED FINANCIAL STATEMENTS EACH YEAR WITH THE WISCONSIN DEPARTMENT OF REGULATION AND LICENSING. THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS ARE AVAILABLE TO THE PUBLIC FROM THE WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS. IF A REQUEST WERE MADE FOR COPIES OF THE ORGANIZATION'S BYLAWS AND CONFLICT OF INTEREST POLICY, THE ORGANIZATION WOULD PROVIDE THEM. NO SUCH REQUEST HAS BEEN MADE. LAD LAKE MILWAUKEE INC W350 S1401 WATERVILLE ROAD DOUSMAN WI 53118 770671639 SCHOOL WI 501(C)(3) LINE 2 LAD LAKE INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 LAD LAKE MILWAUKEE INC O 176676 COST