2025-01-22T12:31:28-08:00 2024-06-30 472853395 RICHARD L WOELFEL CPA LLC 6011 DURAND AVE STE 700 RACINE WI 53406 990 2023-07-01 237417643 SOCIETY'S ASSETS INC SOCI 2626379128 5200 WASHINGTON AVE RACINE WI 534064238 KARL KOPP EXECUTIVE DIRECTOR 2626379128 2025-01-13 true true RICHARD L WOELFELCPA P00096454 2625988776 2025-01-14 X 2023 2024-10-15 13:58:12Z KARL KOPP 5200 WASHINGTON AVE RACINE WI 534064243 4929560 false X http://societysassets.org/ X 1974 WI HELP DISABLED PERSONS LIVE INDEPENDENTLY. TO ENSURE THE RIGHTS OF ALL PERSONS WITH DISABILITIES TO LIVE AND FUNCTION AS INDEPENDENTLY AS POSSIBLE IN THE COMMUNITY OF THEIR CHOICE THROUGH SUPPORTING INDIVIDUALS EFFORT TO ACHIEVE CONTROL OVER THEIR LIVES AND BECOME INTEGRATED INTO COMMUNITY LIFE. 10 10 246 0 0 0 533114 579152 4039137 3238392 22729 223760 -15213 -20330 4579767 4020974 0 0 3670372 3293066 0 0 849036 900801 4519408 4193867 60359 -172893 9768471 10708161 3213040 3894052 6555431 6814109 HELP DISABLED PERSONS LIVE INDEPENDENTLY. TO ENSURE THE RIGHTS OF ALL PERSONS WITH DISABILITIES TO LIVE AND FUNCTION AS INDEPENDENTLY AS POSSIBLE IN THE COMMUNITY OF THEIR CHOICE THROUGH SUPPORTING INDIVIDUALS EFFORT TO ACHIEVE CONTROL OVER THEIR LIVES AND BECOME INTEGRATED INTO COMMUNITY LIFE. false false 1080019 0 552945 INDEPENDENT LIVING PROGRAM: INFORMATION & REFERRAL, CASE MANAGEMENT COUNSELING, INDEPENDENT LIVING SKILLS TRAINING, TECHNICAL ASSISTANCE & CONSULTATION SERVICES DIRECTED AT ENABLING PHYSICALLY DISABLED PERSONS TO BECOME MORE INDEPENDENT 3003965 0 2676941 HOME/PERSONAL MAINTENANCE PROGRAM: SUPPORTIVE HOME CARE SERVICES FOR PERSONS WITH SEVERE PHYSICAL DISABILITIES 4083984 true false false false false false false false true false true false false true true false true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 19 0 true 246 true false false false false false true true false false false false false false X 10 10 false false false false false false false true true false false false true true true true true true false false WI X STEPHANIE SCHWARTZ 2626379128 5200 WASHINGTON AVE RACINE WI 534064243 KARL KOPP EXECUTIVE DIRECTOR 40.00 X 105047 0 5578 ADRIENNE STIGER BOARD MEMBER 1.00 X 0 0 0 LARRY HAAS BOARD MEMBER 1.00 X 0 0 0 CAROL SCHAUFEL BOARD MEMBER 1.00 X 0 0 0 MARTY HUTCHINGS BOARD MEMBER 1.00 X 0 0 0 JACQUELINE SLANA VICE-CHAIRPERSON 2.00 X X 0 0 0 JOHN MURPHY BOARD MEMBER 2.00 X 0 0 0 TERRI GILLILAND CHAIRPERSON 2.00 X X 0 0 0 ERIC BERTELSEN SEC/TREAS 2.00 X X 0 0 0 MARY LIPPERT BOARD MEMBER 1.00 X 0 0 0 SHANNON KAFURA BOARD MEMBER 1.00 X 0 0 0 105047 0 5578 1 false false false 22184 446777 110191 579152 PRIVATE PAY 621610 721874 0 0 MEDICAL ASSISTANCE 621610 576674 0 0 FAMILY CARE 621610 1699150 0 0 PARTNERSHIP 621610 84431 0 0 MEDICAID 621610 84918 0 0 71345 0 0 3238392 151975 0 151975 959668 887883 71785 71785 0 0 71785 0 22184 20703 -20703 0 -20703 MISCELLANEOUS 900099 373 373 0 0 373 4020974 3238765 0 203057 110625 110625 0 0 2772898 2736524 36374 0 4148 4141 7 0 187661 187933 -272 0 217734 216579 1155 0 39304 0 39304 0 112256 112256 0 0 243999 243999 0 0 46672 46607 65 0 1187 0 1187 0 98332 90480 7852 0 ASSISTIVE TECHNICAL EQUIPMENT 4394 4394 0 0 BANK CHARGES 319 0 319 0 BANQUETS 8700 0 8700 0 BOARD OF DIRECTORS 1860 0 1860 0 343778 330446 13332 0 4193867 4083984 109883 0 4007257 2822494 254907 234909 43556 50657 5935 1187 4748 5216310 5830323 246441 1765030 9768471 10708161 15584 18691 2728910 1913667 468546 1961694 3213040 3894052 X 6555431 6814109 6555431 6814109 9768471 10708161 -172893 431571 X false true X true true true X 0 811969 717449 630238 625639 628313 3413608 0 0 811969 717449 630238 625639 628313 3413608 0 3413608 110083 134544 246634 77338 151975 720574 0 0 4134182 0.82570 0.82750 X 0 0 0 false true X 0 0 5935 1187 4748 4748 RIGHT OF USE ASSET - OPERATING, NET 1765030 1765030 ACCRUED VACATION 88940 ACCRUED PAYROLL 83516 ACCRUED PAYROLL TAXES 8118 ACCRUED EXPENSES 10617 OPERATING LEASE LIABILITY 1770503 1961694 4433944 431571 20703 452274 3981670 39304 39304 4020974 4175266 20703 20703 4154563 39304 39304 4193867 Pt IV, Line 2b COMPANY ACTS AS THE REPRESENTATIVE PAYEE DESIGNATED BY SOCIAL SECURITY TO HANDLE AN INDIVIDUALS FUNDS FROM THE GOVERNMENT TO PAY THEIR MONTHLY LIVING EXPENSES AS SOCIAL SECURITY HAS DEEMED THE INDIVIDUAL NOT COMPETENT TO HANDLE THE MONEY RECEIVED FROM THE GOVERNMENT Pt XI, Line 2d CONTRIBUTIONS RECEIVED FROM FUNDRAISING EVENT DIRECTLY OFFSET EXPENSES. Pt XII, Line 2d SEE PT XI, LINE 2D DOLLARS FOR SCHOLARS 22184 22184 10000 800 3750 6153 22184 22184 10000 800 3750 6153 20703 1481 Pt VI, Line 12c DISCUSSED AT BOARD MEETINGS -- POLICY IS AVAILABLE TO BOARD MEMBERS Pt VI, Line 11b THE BOARD & FINANCE COMMITTEE REVIEW THE ANNUAL AUDIT WHICH IS WHERE FIGURES FOR THE 990 COME FROM Pt VI, Line 15a THE EXECUTIVE COMMITTEE HOLDS AN ANNUAL MEETING TO REVIEW THE ACCOMPLISHMENTS OF THE CEO FOR THE CURRENT YEAR. IT ALSO REVIEWS GOALS FOR THE UPCOMING YEAR. Pt VI, Line 19 GIVEN UPON REQUEST