2025-08-01T07:27:00-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2024-01-01 391286261 AGING AND DISABILITY RESOURCE CENTER OF BROWN COUNTY INC AGIN 9204484300 300 S ADAMS STREET GREEN BAY WI 54301 ROBERT JOHNSON CHAIRPERSON 9204484300 2025-07-28 1 0 KIMBERLY ANDERSON P00188889 6086628600 2025-07-28 2024 2025-03-06 01:10:19Z ROBERT JOHNSON 300 S ADAMS STREET GREEN BAY WI 54301 6979750 0 X WWW.ADRCOFBROWNCOUNTY.ORG X 1978 WI EMPOWER AND ENRICH THE LIVES OF OLDER ADULTS, ADULTS WITH DISABILITIES AND THEIR CAREGIVERS. 13 13 80 369 0 0 6097564 6406007 16310 18881 19292 60735 352516 381875 6485682 6867498 0 0 0 0 4282570 4509516 0 0 0 2140789 2213001 6423359 6722517 62323 144981 5087407 5224222 326335 318169 4761072 4906053 X THE ADRC OF BROWN COUNTY SUPPORTS OLDER ADULTS, ADULTS WITH DISABILITIES, AND CAREGIVERS THROUGH EDUCATION, ADVOCACY, AND RESOURCES. WE CONNECT PEOPLE TO ANSWERS, IN OUR CENTER, BY PHONE, OR AT HOME, SO EVERYONE CAN LIVE WITH DIGINITY AND SUPPORT IN OUR COMMUNITY. 0 0 2747720 0 351500 ADRC ASSISTANCE AND ADVOCACY:ADRC SPECIALISTS EQUIP OLDER ADULTS, INDIVIDUALS WITH DISABILITIES, AND THEIR CAREGIVERS WITH CURRENT, IMPARTIAL, AND THOROUGH INFORMATION TO SUPPORT INDEPENDENT LIVING. EACH CASE IS ASSESSED HOLISTICALLY HONORING PERSONAL VALUES, NEEDS, CAPABILITIES, AND AVAILABLE RESOURCES. THIS INDIVIDUALIZED APPROACH ENABLES THE DELIVERY OF SERVICE OPTIONS AND COST DETAILS TAILORED FOR INFORMED DECISION-MAKING. FOR THOSE WHO QUALIFY, THE ADRC IS THE DESIGNATED ENTRY POINT TO PUBLICLY FUNDED LONG-TERM CARE. BENEFIT SPECIALISTS ALSO GUIDE AND ADVOCATE, HELPING INDIVIDUALS UNDERSTAND AND NAVIGATE PRIVATE AND PUBLIC BENEFIT PROGRAMS. 1585224 0 0 NUTRITION PROGRAM:THE ADRC NUTRITION PROGRAM DELIVERS NOURISHING MEALS ANNUALLY TO MORE THAN 2,600 BROWN COUNTY RESIDENTS AGED 60 AND OLDER. MEALS ARE DISTRIBUTED THROUGH COMMUNITY DINING SITES, POP-UP EVENTS, AND DIRECTLY TO THE HOMES OF ELIGIBLE INDIVIDUALS. IN 2024, THE PROGRAM PROVIDED 26,935 MEALS AT DINING SITES AND 116,252 HOME-DELIVERED MEALS. OFFERED ON A DONATION BASIS, MEALS ARE ACCOMPANIED BY ONGOING NUTRITION EDUCATION. COMMUNITY DINING FOSTERS MEANINGFUL SOCIAL ENGAGEMENT, WHILE HOME DELIVERY ENSURES DAILY CONTACT AND WELLNESS MONITORING. ONE IN FIVE RECIPIENTS DESCRIBE THE MEALS AS SOMETHING TO LOOK FORWARD TO, AND HALF REPORT A SENSE OF SAFETY AND SECURITY. 528408 0 0 GROUNDED CAFE PROGRAMS: GROUNDED CAFE SERVES AS A WELCOMING, INCLUSIVE SPACE WHERE COMMUNITY MEMBERS CAN CONNECT OVER THOUGHTFULLY PREPARED COFFEE, BREAKFAST, OR LUNCH. MORE THAN JUST A CAFE, IT OPERATES AS A WORKFORCE DEVELOPMENT PROGRAM, OFFERING HANDS-ON TRAINING AND REAL-WORLD EXPERIENCE TO INDIVIDUALS WITH DISABILITIES, EMPOWERING THEM WITH SKILLS AND CONFIDENCE FOR MEANINGFUL EMPLOYMENT. AT ITS CORE, GROUNDED CAFE ACTIVELY CHALLENGES SOCIETAL STEREOTYPES, EMBRACING AND HONORING THE DIVERSE ABILITIES OF EVERY INDIVIDUAL WHO WALKS THROUGH ITS DOORS. EXTENDING THIS MISSION BEYOND THE CAFE WALLS, GROUNDED ON THE GO BRINGS OUR COMMITMENT TO INCLUSION AND CONNECTION DIRECTLY INTO THE COMMUNITY THROUGH AN ADA-ACCESSIBLE FOOD TRUCK. THIS MOBILE EXTENSION INCREASES ACCESS TO QUALITY FOOD AND MEANINGFUL INTERACTIONS WHILE PROVIDING TRAINEES WITH ADDITIONAL OPPORTUNITIES TO DEVELOP TRANSFERABLE JOB SKILLS. 422726 0 0 PREVENTION PROGRAMS:THE ADRC PROVIDES A BROAD SPECTRUM OF PROGRAMS DESIGNED TO ENHANCE OVERALL QUALITY OF LIFE WHILE AIMING TO DELAY OR PREVENT THE NECESSITY FOR EXPENSIVE LONG-TERM CARE SERVICES. THROUGH A MULTIDIMENSIONAL APPROACH TO WELLNESS, WE OFFER A WIDE ARRAY OF EDUCATIONAL OPPORTUNITIES AND EVIDENCE-BASED WORKSHOPS. THESE INCLUDE CLASSES ON FALL PREVENTION, CHRONIC DISEASE SELF-MANAGEMENT, AND FAMILY CAREGIVING, AS WELL AS OFFERINGS FOCUSED ON COGNITIVE HEALTH SUCH AS MEMORY SCREENING, DEMENTIA AWARENESS, AND BRAIN HEALTH EDUCATION. ADDITIONAL PROGRAMMING EXPLORES TOPICS SUCH AS ADVANCE CARE PLANNING, MINDFULNESS PRACTICES, ADAPTIVE TECHNOLOGY, SAFE BODY MECHANICS, AND PHYSICAL ACTIVITY. CREATIVE AND SOCIAL ENGAGEMENT IS ALSO FOSTERED THROUGH MUSIC CLASSES LIKE UKULELE AND HARMONICA AND DIVERSE SUPPORT GROUP OFFERINGS. 422726 0 0 5284078 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 80 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X HEATHER BAWYN 9204484300 300 S ADAMS STREET GREEN BAY WI 54301 ROBERT JOHNSON CHAIRPERSON 0.50 X X 0 0 0 TERESA GULYAS VICE CHAIRPERSON 0.50 X X 0 0 0 DENNIS RADER TREASURER 0.50 X X 0 0 0 MICHAEL CONLEY-KUHAGEN SECRETARY 0.50 X X 0 0 0 AMY BARHITE DIRECTOR 0.50 X 0 0 0 AMY BUSHMAN DIRECTOR 0.50 X 0 0 0 JOSE GARCIA CHEVRESTT DIRECTOR 0.50 X 0 0 0 PAT HOPKINS DIRECTOR 0.50 X 0 0 0 EILEEN LITTIG DIRECTOR 0.50 X 0 0 0 JIM PECARD DIRECTOR 0.50 X 0 0 0 MARVIN RUCKER DIRECTOR 0.50 X 0 0 0 GREG TILKENS DIRECTOR 0.50 X 0 0 0 SANDRA SKENADORE DIRECTOR 0.50 X 0 0 0 KATIE MCDONALD DIRECTOR 0.50 X 0 0 0 DEVON CHRISTIANSON ADRC DIRECTOR 40.00 X 117180 0 12894 HEATHER BAWYN FINANCE COORDINATOR 40.00 X 83589 0 29411 200769 0 42305 1 0 0 0 0 5886356 519651 6406007 COMMUNITY SERVICE 624200 15123 15123 PROGRAM REVENUE 900099 3758 3758 18881 60735 60735 444871 112252 332619 332619 MISCELLANEOUS REVENUE 900099 49256 49256 49256 6867498 351500 0 109991 243074 72921 170153 3297359 2812903 484456 189421 165417 24004 524109 446929 77180 255553 211329 44224 26628 26628 35647 33717 1930 73106 56093 17013 26215 7491 18724 156129 44612 111517 29819 22018 7801 102143 102143 3422 3370 52 MEALS 735741 735741 COUNTY SERVICES 438931 10051 428880 OTHER PROGRAMS 334322 318487 15835 PURCHASED SERVICES 177673 168053 9620 73225 72803 422 6722517 5284078 1438439 0 1375952 1310690 1630725 1691460 937825 1166976 6050 7986 13323 16448 2394151 1363489 1123532 1030662 5087407 5224222 326335 318099 70 326335 318169 X 4712450 4875691 48622 30362 4761072 4906053 5087407 5224222 144981 0 X 0 1 X 1 1 1 X 6055753 5925450 5736457 6097564 6406007 30221231 6055753 5925450 5736457 6097564 6406007 30221231 30221231 7977 1288 7831 19292 60735 97123 37886 14867 63720 42887 49256 208616 30526970 1901801 0.99000 0.98980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 37,886. 2021 AMOUNT: $ 14,867. 2022 AMOUNT: $ 63,720. 2023 AMOUNT: $ 42,887. 2024 AMOUNT: $ 49,256. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 462612 138580 324032 1495502 972265 523237 243772 219668 24104 192265 32976 159289 1030662 7899922 920172 112252 1032424 6867498 0 6867498 7754941 920172 112252 1032424 6722517 0 6722517 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NET WITH REVENUE 112,252. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NET WITH REVENUE 112,252. FORM 990, PART VI, SECTION A, LINE 1A THE ADRC OF BROWN COUNTY EXECUTIVE AND FINANCE COMMITTEE, IN ACCORDANCE WITH THE ARRC BY-LAWS, HAS FULL AUTHORITY TO MANAGE THE ADRC UNTIL FINAL APPROVAL OF THE FULL ADRC BOARD CAN BE OBTAINED. THE MAKE-UP OF THE COMMITTEE IS THE BOARD CHAIRPERSON, VICE-CHAIR, SECRETARY AND TREASURER OF THE BOARD AND ONE ADDITIONAL PERSON WHO CURRENTLY SERVES ON THE BOARD OF DIRECTORS. THE COMMITTEE IS RESPONSIBLE FOR THE OVERALL ACTIVITIES OF THE BOARD OF DIRECTORS AND PROVIDES A FULL REPORT ON DECISIONS AND RECOMMENDATIONS TO THE FULL BOARD AT THE NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT TEAM IS INVITED TO THE JULY BOARD MEETING TO REVIEW THE ANNUAL AUDIT AND FORM 990 IN FULL. DURING THIS MEETING, THE BOARD VOTES TO APPROVE THE FORM 990, AFTER WHICH IT IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ADRC CONFLICT OF INTEREST POLICY COVERS ALL AGENCY REPRESENTATIVES, EMPLOYEES, VOLUNTEERS, AND BOARD MEMBERS WHO MUST PROVIDE UNBIASED, COMPREHENSIVE INFORMATION TO CUSTOMERS. IT ADDRESSES ACTUAL AND POTENTIAL CONFLICTS THAT MAY INTERFERE WITH THEIR ABILITY TO ACT IN THE CUSTOMER'S BEST INTEREST, INCLUDING SECONDARY EMPLOYMENT, PERSONAL RELATIONSHIPS, OR FINANCIAL TIES TO SERVICE PROVIDERS. ALL POTENTIAL CONFLICTS ARE REVIEWED BY THE AGENCY SUPERVISOR OR DIRECTOR. THE AGENCY LEADERSHIP (TYPICALLY THE DIRECTOR OR DESIGNEE) DETERMINES IF A CONFLICT EXISTS AFTER REVIEW. UPON APPLICATION TO THE ADRC BOARD, ANY CONFLICTS ARE DISCUSSED AND MITIGATED OR THE APPLICANT IS NOT APPROVED TO SERVE. IF A CONFLICT IS FOUND, INDIVIDUALS MAY BE REMOVED FROM DECISION-MAKING ROLES OR ACTIVITIES THAT COULD BE INFLUENCED BY THEIR CONFLICT, REASSIGNED, OR MAY NEED TO END CONFLICTING RELATIONSHIPS. BOARD MEMBERS SIGN THIS POLICY ANNUALLY AND ANY CONFLICTS ARE DISCUSSED WITH THE DIRECTOR WHO WOULD CONSULTS WITH OUR REGIONAL QUALITY SPECIALIST IF A DECISION NEEDS TO BE MADE BY A STATE AUTHORITY. MOST OFTEN CONFLICTS ARE EASILY MITIGATED BY ABSTAINING FROM VOTES, BUT IF A PERSISTENT OR SIGNIFICANT CONFLICT EXITS, THE BOARD MEMBERS WOULD BE ASKED TO STEP DOWN FROM THEIR POSITION. DOCUMENTATION OF CONFLICTS OF INTERST INCLUDES WRITTEN DISCLOSURES, RECORDS OF DECISIONS, AND MEASURES TAKEN TO MANAGE OR RESOLVE THE CONFLICT WHICH ARE ALL MAINTAINED IN PERSONNEL OR GOVERNANCE RECORDS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS SET BY BROWN COUNTY HUMAN RESOURCE AND/OR COMPARABILITY DATA IS REVIEWED BY ADRC PERSONNEL COMMITTEE COMPOSED OF THE GOVERNING BOARD MEMBERS AND RECOMMENDATION IS MADE TO ADRC BOARD OF DIRECTORS. BOARD OF DIRECTORS HAS AUTHORITY TO SET COMPENSATION OF DIRECTOR. THE HUMAN RESOURCE COMMITTEE CONDUCTS AN ANNUAL EVALUATION OF THE DIRECTOR AND DETERMINES COMPENSATION FOR THE DIRECTOR BASED ON RECOMMENDATIONS FROM BROWN COUNTY HUMAN RESOURCE CLASSIFICATION/COMPENSATION PLAN. COMPENSATION FOR OTHER KEY EMPLOYEES IS BASED ON CLASSIFICATION/COMPENSATION PLAN ESTABLISHED AND MAINTAINED BY BROWN COUNTY HUMAN RESOURCES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH BROWN COUNTY'S WEBSITE AND THROUGH REQUIRED PUBLICATIONS. ALL ORGANIZATION DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.