2025-11-05T08:19:51-06:00 2024-12-31 390912608 HAWKINS ASH CPAS LLP ONE EAST WALDO BOULEVARD SUITE 5 MANITOWOC WI 542202912 990 2024-01-01 390988532 ASCEND SERVICES INC ASCE 9206824663 2818 MEADOW LN MANITOWOC WI 54220 KIM ROONEY PRESIDENT 9206824663 2025-08-27 1 1 MATT D NEU P01273729 9206847128 2025-08-27 2024 2025-03-06 01:10:19Z KIM ROONEY 2818 MEADOW LN MANITOWOC WI 54220 5436128 0 X WWW.ASCENDSERVICESINC.ORG X 1957 WI REHABILITATION OF INDIVIDUALS WITH DISABILITIES 11 11 241 21 0 0 297371 325487 3307064 3388187 119769 186775 569201 499397 4293405 4399846 0 0 0 0 2701358 2970794 0 0 19700 636681 813476 3338039 3784270 955366 615576 6753217 7418262 279667 279666 6473550 7138596 X THE MISSION OF ASCEND SERVICES, INC., IS TO PROMOTE INDIVIDUAL GROWTH THROUGH COMMUNITY EXPERIENCES, EDUCATION AND EMPLOYMENT OPPORTUNITIES. 0 0 1075953 1256609 PREVOCATIONAL SERVICES ARE DESIGNED TO PROVIDE TRAINING, SKILL BUILDING, ON-THE-JOB EXPERIENCE AND OTHER ACTIVITIES TO PARTICIPANTS WHO ARE PREPARING FOR INTEGRATED EMPLOYMENT OR, WHO DO NOT DESIRE TO WORK IN INTEGRATED EMPLOYMENT AT THIS TIME. WE RECEIVE REFERRALS AND FUNDING THROUGH LAKELAND CARE, INC., IRIS, COMMUNITY CARE INC., INCLUSA, MY CHOICE, OR THE MANITOWOC COUNTY HUMAN SERVICES DEPARTMENT.INDIVIDUALIZED PLANS ARE CENTERED ON THE INDIVIDUAL'S STRENGTHS AND ABILITIES. THESE PLANS ARE INTENDED TO PROVIDE THE TOOLS AND SUPPORTS PARTICIPANTS NEED TO REACH THEIR IDENTIFIED GOALS. THESE SUPPORT SERVICES ENABLED 93 PARTICIPANTS TO PURSUE VOCATIONAL GOALS WHILE EARNING WAGES. 549259 753946 DAY SERVICES OFFERS SOCIAL, EDUCATIONAL, VOCATIONAL AND RECREATIONAL ACTIVITIES TO 108 PARTICIPANTS. THE OBJECTIVE IS TO ENCOURAGE GROWTH AND A TRUE SENSE OF COMMUNITY THROUGH MEANINGFUL ACTIVITIES THAT FOSTER FUNCTIONAL LIFE SKILLS. WE RECEIVE REFERRALS AND FUNDING THROUGH LAKELAND CARE, INC.,IRIS, COMMUNITY CARE INC., INCLUSA, OR MY CHOICE.INDIVIDUALIZED PLANS ARE CENTERED ON THE INDIVIDUAL'S STRENGTHS AND ABILITIES.THESE PLANS ARE INTENDED TO PROVIDE THE TOOLS AND SUPPORTS PARTICIPANTS NEED TO REACH THEIR IDENTIFIED GOALS. THEY ARE ALSO DESIGNED TO ESTABLISH DAILY ACTIVITIES THAT PROMOTE FUNCTIONAL SKILL DEVELOPMENT WHILE FOSTERING THE INDIVIDUAL'S SENSE OF BELONGING AND DEVELOPING GOOD, STRONG RELATIONSHIPS. 849779 1004220 COMMUNITY EMPLOYMENT SERVICES IS DESIGNED TO ASSIST INDIVIDUALS WITH DISABILITIES CHOOSE, OBTAIN AND RETAIN EMPLOYMENT IN THE COMMUNITY. WE RECEIVE OUR REFERRALS FROM THE DIVISION OF VOCATIONAL REHABILITATION FOR THE INITIAL STAGES OF THE PROGRAM AND WHEN NECESSARY, LONG TERM FUNDING IS FROM LAKELAND CARE, INC., IRIS, COMMUNITY CARE, INCLUSA, OR MY CHOICE. WE SERVED 12 INDIVIDUALS IN 2024 IN VARIOUS STAGES OF PROGRAMMING. WE HELPED 45 PARTICIPANTS OBTAIN EMPLOYMENT. 256200 373412 REST AREA MAINTENANCE - ASCEND SERVICES, INC. HAS A STATE USE CONTRACT WITH THE WISCONSIN DEPARTMENT OF TRANSPORTATION TO PROVIDE CLEANING AND GROUNDS MAINTENANCE FOR THE REST AREA LOCATED ON I-43 NEAR DENMARK, WISCONSIN. AS WITH ANY STATE USE PROGRAM, PERSONS WITH DISABILITIES ARE EMPLOYED TO DO AT LEAST 75% OF THE DIRECT LABOR AT THE SITE. 256200 373412 2731191 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 4 0 1 241 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 WI X LINDSEY HANSEN 9206824663 2818 MEADOW LANE MANITOWOC WI 54220 X LAURA FIELDING BOARD MEMBER 1.00 X 0 0 0 STEPHEN DUDEK BOARD MEMBER 1.00 X 0 0 0 SARA GREENWOOD BOARD MEMBER 1.00 X 0 0 0 STACEY MCDONELL BOARD MEMBER 1.00 X 0 0 0 HALVOR HALVORSEN BOARD MEMBER 1.00 X 0 0 0 KEITH LYONS BOARD MEMBER 1.00 X 0 0 0 ALISON PETRI BOARD MEMBER 1.00 X 0 0 0 DAVID WAGE BOARD MEMBER 1.00 X 0 0 0 KIM ROONEY PRESIDENT 1.00 X 0 0 0 MICHELE ZIARNIK LEFT JULY 2024 VICE PRESIDENT 1.00 X 0 0 0 CHAD NAIDL TREASURER 1.00 X 0 0 0 SANDRA HARDRATH SECRETARY 1.00 X 0 0 0 0 0 0 2 0 0 0 0 35017 290470 16880 325487 COUNTY/MCO FUNDING 900099 3388187 3388187 3388187 129624 129624 3950 0 3950 3950 3950 54558 2593 0 0 54558 2593 57151 57151 14813 35017 18657 -3844 -3844 1442941 1017625 425316 425316 MISCELLANEOUS 900099 73975 73975 73975 4399846 3891428 0 182931 105097 105097 2367451 1846510 513542 7399 291567 218811 67064 5692 206679 162614 43525 540 7426 7426 182082 916 181166 34270 29698 4572 128260 120976 7178 106 131092 100000 31092 101150 96315 4835 5 5 96019 73276 22743 55233 50170 5063 ACTIVITY EXPENSE 61603 61603 STAFF DEVELOPMENT AND T 14945 14945 GRANT EXPENSE 1391 1391 3784270 2731191 1033379 19700 2336582 1797848 1421546 1846395 524798 539246 247397 214321 85453 86341 2944660 1881751 999535 1062909 1137906 1871202 6753217 7418262 279667 279666 279667 279666 X 6182445 7008581 291105 130015 6473550 7138596 6753217 7418262 615576 49470 0 X X 0 1 X 1 0 X 1169931 965222 270729 297371 325487 3028740 1169931 965222 270729 297371 325487 3028740 496413 2532327 26155 29193 36651 103871 133574 329444 49595 24800 218380 271812 73975 638562 3996746 6450089 0.63360 0.79340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1137906 594870 145852 7426 1871202 930400 55344 157619 5457 1137906 1028521 62340 -155785 4676 930400 841302 84808 107002 4591 1028521 684310 38269 122269 3546 841302 0.06900 0.93100 1 0 38122 38122 2039581 1206464 833117 866957 675287 191670 1062909 FUNDS HELD AT LAKESHORE COMMUNITY FOUNDATION 1871202 F 1871202 X 5450732 49470 1027842 1077312 4373420 7426 19000 26426 4399846 4785686 1027842 1027842 3757844 7426 19000 26426 3784270 PART V, LINE 4: IN ACCORDANCE WITH ORGANIZATION POLICIES, DISTRIBUTIONS FROM THE FUND SHALL BE MADE TO THE ORGANIZATION FOR ITS UNRESTRICTED USE. PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIOD. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 10,217. COST OF GOODS SOLD 1,017,625. PART XI, LINE 4B - OTHER ADJUSTMENTS: CREDIT LOSS RECOVERY 19,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,017,625. SPECIAL EVENT EXPENSES 10,217. PART XII, LINE 4B - OTHER ADJUSTMENTS: CREDIT LOSS RECOVERY 19,000. PART XII LINE 4B AND PART XIII LINE 2D COST OF GOODS SOLD GOLF OUTING 29529 18040 11489 8440 4996 1800 2696 THROW WITH ALL YOUR HEART EVENT 17977 16977 1000 234 491 1 2324 2324 49830 35017 14813 8440 4996 2034 3187 18657 -3844 KIM ROONEY ASCEND SERVICES BOARD MEMBER THE ORGANIZATION HAS A CERTIFICATE OF DEPOSIT WITH UNITEDONE CREDIT UNION. KIM IS AN EMPLOYEE OF UNITEDONE CREDIT UNION. 0 FORM 990, PART VI, SECTION A, LINE 2 SEE SCHEDULE L FOR RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 11B THE KEY EMPLOYEES OF THE ORGANIZATION REVIEW THE 990 BEFORE IT IS SENT TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN A CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. PART XII, LINE 2C EXPLANATION THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.