2025-07-30T15:09:28-05:00 2024-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-01-01 391102430 THE THRESHOLD INCORPORATED THRE 2623381188 600 ROLFS AVENUE WEST BEND WI 53090 JOSEPH PICHLER DIRECTOR OF FINANCE & ADMIN 2623381188 2025-07-30 1 1 BRIDGETTE MUGGE P00671418 2627549400 2025-07-23 2024 2025-03-06 01:10:19Z MICHAEL HOFFMAN 600 ROLFS AVENUE WEST BEND WI 53090 6336835 0 X WWW.THRESHOLDINC.ORG X 1968 WI PROGRAMS/SERVICES FOR CHILDREN UNDER 3 AND ADULTS 18+ YEARS WITH DISABILITIES IN SOUTHEASTERN WI. 15 15 162 49 3222 2222 639874 914367 4616693 4913014 96310 167239 67440 78181 5420317 6072801 0 0 0 0 3949220 4242646 0 0 4370 1241581 1394101 5190801 5636747 229516 436054 17748052 18746315 459948 563876 17288104 18182439 X THE THRESHOLD INCORPORATED PROVIDES PROGRAMS AND SERVICES FOR CHILDREN AND ADULTS WITH DISABILITIES IN SOUTHEASTERN WISCONSIN, PARTICULARLY WASHINGTON AND SURROUNDING COUNTIES. OUR MISSION IS "CREATING OPPORTUNITIES TO ENRICH LIVES", WHILE OUR VISION IS "EVERY PERSON IN OUR COMMUNITY HAS THE CHOICES, OPPORTUNITIES, AND SUPPORT TO LIVE A FULFILLING LIFE". 0 0 2138221 2275413 DAY SERVICES - PROVIDES OPTIONS FOR YOUTH AND ADULTS WITH DISABILITIES TO ENJOY LEISURE ACTIVITIES OR WORK ON SKILL-BUILDING ACTIVITIES; SCHEDULED AFTER HOURS AND WEEKEND ACTIVITIES; SOCIAL, COMMUNITY, LEISURE AND RECREATION ACTIVITIES. WE SERVED AN AVERAGE OF 119 CLIENTS/MONTH THROUGH THESE PROGRAMS. 1038973 863210 AGENCY WORK PROGRAMS - INDIVIDUALS WITH DISABILITIES ARE EMPLOYED BY THE ORGANIZATION TO WORK IN ITS TTI INDUSTRIES AND/OR CLEAN SWEEP DIVISIONS. WE SERVED AN AVERAGE OF 32 CLIENTS/MONTH THROUGH THESE PROGRAMS. 695422 680645 BIRTH TO THREE - USING NATURAL ENVIRONMENT SETTINGS, THIS PROGRAM OFFERS SERVICE COORDINATION, SPECIAL EDUCATION, THERAPY AND FAMILY SUPPORT TO CHILDREN AGES BIRTH TO THREE WITH DEVELOPMENTAL DELAYS OR DISABILITIES. WE SERVED AN AVERAGE OF 192 CLIENTS/MONTH THROUGH THESE PROGRAMS 471252 541783 COMMUNITY EMPLOYMENT - PROVIDES LIFE SKILLS INCLUDING EMPLOYMENT TRAINING, VOCATIONAL EVALUATION, AND JOB DEVELOPMENT TO YOUTH AND ADULTS ENABLING THEM TO GAIN COMPETITIVE EMPLOYMENT IN THE COMMUNITY 343783 551963 YOUTH PROGRAMS - PROVIDES RECREATION AND SOCIALIZATION OPPORTUNITIES FOR YOUTH AGES EIGHT THROUGH SEVENTEEN THROUGH A YEAR-ROUND EVENING PROGRAM CALLED CLUB FRIENDSHIP, WITH A FOCUS ON HEALTH AND WELLNESS ACTIVITIES, AS WELL AS A SUMMER YOUTH PROGRAM OFFERING DAILY RESPITE FOR FAMILIES, DAILY LIVING SKILL TRAINING, COGNITIVE EXERCISES, PROBLEM SOLVING AND SAFETY SKILLS. SUMMER YOUTH RUNS MONDAY THROUGH FRIDAY FOR 10-12 WEEKS FROM EARLY JUNE THROUGH MID-AUGUST AND SERVES YOUTH AGES EIGHT THROUGH TWENTY. 815035 1093746 4687651 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 3 0 162 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X MICHAEL HOFFMAN 2623381188 600 ROLFS AVENUE WEST BEND WI 53090 CHAD UEBERSETZIG PRESIDENT 1.00 X X 0 0 0 AMY SALBERG VICE PRESIDENT 1.00 X X 0 0 0 DON BETTERS TREASURER 1.00 1.00 X X 0 0 0 JILL CORBETT SECRETARY 1.00 X X 0 0 0 RICK LATHERS BOARD MEMBER 1.00 X 0 0 0 JACCI GAMBUCCI BOARD MEMBER 1.00 X 0 0 0 BRENDA HETEBRUEG BOARD MEMBER 1.00 X 0 0 0 JAIME MALSOM BOARD MEMBER 1.00 X 0 0 0 JESSICA PETERSON BOARD MEMBER 1.00 X 0 0 0 DOUG PICKETT BOARD MEMBER 1.00 X 0 0 0 MARTHA MERTEN BOARD MEMBER 1.00 X 0 0 0 CRAIG FARRELL BOARD MEMBER 1.00 X 0 0 0 MATTHEW CARLTON BOARD MEMBER 1.00 X 0 0 0 CHRISTINE NORSKOG BOARD MEMBER 1.00 X 0 0 0 GARY WALSH BOARD MEMBER 1.00 X 0 0 0 MICHAEL HOFFMAN EXECUTIVE DIRECTOR 40.00 1.00 X 99503 0 34734 99503 0 34734 0 0 0 0 0 123347 37290 200181 51660 501889 59468 914367 CONTRACTED REVENUES 624110 4182635 4182635 AGENCY WORK PROGRAMS 624110 677997 677997 CLIENT PAY PROGRAM 624110 52382 52382 4913014 156839 156839 270113 188016 82097 82097 3222 78875 75802 65402 10400 10400 10400 6071 37290 10616 -4545 -4545 MISCELLANEOUS INCOME 900099 629 629 629 6072801 4913014 3222 242198 134237 106885 27352 3142296 2530274 612022 72609 57814 14795 660256 531602 128654 233248 187707 45541 4113 4113 380895 352574 28321 5997 5198 799 139603 120998 18605 117018 101423 15595 228380 219204 9176 233043 222580 10463 17270 14968 2302 VAN TRANSPORTATION 125661 125661 STAFF DEVELOPMENT AND T 103606 96687 6919 MISCELLANEOUS 38515 14076 20069 4370 5636747 4687651 944726 4370 1000 1000 2798525 3024231 421072 506989 116783 29577 12867782 5320957 7302213 7546825 1856126 1926490 5252333 5711203 17748052 18746315 453123 557051 6825 6825 459948 563876 X 17224417 18167681 63687 14758 17288104 18182439 17748052 18746315 X 436054 -589 458870 X 0 1 X 1 0 X 661633 2588650 650020 639874 914367 5454544 661633 2588650 650020 639874 914367 5454544 572063 4882481 326588 310471 322607 370249 423352 1753267 3303 3303 6606 109 360 825 960 629 2883 7217300 21417581 0.67650 0.67830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 109. 2021 AMOUNT: $ 360. 2022 AMOUNT: $ 825. 2023 AMOUNT: $ 960. 2024 AMOUNT: $ 629. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5252333 28934 628289 202061 5707495 4674089 228654 538874 189284 5252333 5064949 410900 -614477 187283 4674089 4306306 491800 429138 162295 5064949 3933403 27476 503782 154785 3570 4306306 1.00000 0 1 1 2203909 2203909 8989346 4322218 4667128 1671031 998739 672292 3496 3496 7546825 INTEREST IN THRESHOLD FOUNDATION 5711203 5711203 SECURITY DEPOSIT 6825 6825 X PART V, LINE 4: THE THRESHOLD FOUNDATION, INC. HOLDS ENDOWMENT FUNDS WHICH ARE BOARD DESIGNATED OR QUASI-ENDOWMENT AND HAVE AN INTENDED USE OF SUPPORTING THE THRESHOLD INCORPORATED'S PROGRAMS. PART X, LINE 2: THE THRESHOLD INCORPORATED AND THE THRESHOLD FOUNDATION ARE NOT-FOR-PROFIT ORGANIZATIONS WHICH ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION EVALUATES THEIR UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS RECORDED IN 2024 AND 2023. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE THRESHOLD INCORPORATED AND THE FOUNDATION FILE VARIOUS FEDERAL OR STATE NON-PROFIT TAX RETURNS. THRESHOLD INCORPORATED AND THE FOUNDATION ARE NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2021. SWEEPSTAKES 37290 37290 5600 5016 OTHER 6071 6071 43361 37290 6071 5600 5016 10616 -4545 X 5465 FAIR MARKET VALUE X 1 51660 FAIR MARKET VALUE X 2 410 PURCHASE PRICE X VARIOUS 11 1933 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A FIRST REVIEW IS DONE BY THE ADMINISTRATION; THEN, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, WITH AUTHORIZATION OF THE BOARD, REVIEWS AND APPROVES THE FORM 990. THE BOARD IS THEN INFORMED ABOUT THE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE FULL THRESHOLD BOARD OF DIRECTORS, AT AN OFFICIALLY CALLED MEETING, REVIEWS THE CONFLICT OF INTEREST POLICY; EACH BOARD MEMBER THEN SIGNS A STATEMENT OF COMPLIANCE WITH THE POLICY WHICH IS HELD ON RECORD. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION BEGINS EACH FALL WITH A FORMAL PERFORMANCE EVALUATION CONDUCTED BY THE BOARD OF DIRECTORS. THE BOARD PRESIDENT COMPILES THE RESULTS OF THIS EVALUATION AND PROVIDES A SUMMARY TO THE EXECUTIVE COMMITTEE FOR ITS REVIEW. THE EXECUTIVE COMMITTEE, WHICH IS COMPOSED ENTIRELY OF INDEPENDENT MEMBERS OF THE BOARD, THEN MEETS TO DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION FOR THE FOLLOWING YEAR. IN MAKING ITS DECISION, THE COMMITTEE RELIES ON THIS PERFORMANCE REVIEW AND ON OBJECTIVE COMPARABILITY DATA FROM A COMPENSATION SURVEY CONDUCTED BY MRA, A REGIONAL HR SERVICES FIRM, SHOWING COMPENSATION LEVELS FOR SIMILAR POSITIONS AT PEER NON-PROFIT ORGANIZATIONS. THE COMMITTEE'S DELIBERATION AND FINAL DECISION, INCLUDING THE FACTORS AND DATA IT CONSIDERED, ARE DOCUMENTED IN THE MEETING MINUTES TO SUBSTANTIATE THE DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 THRESHOLD MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT ITS PRINCIPAL ADMINISTRATIVE OFFICES DURING NORMAL BUSINESS HOURS, AND IN RESPONSE TO WRITTEN REQUESTS RECEIVED AT ITS PRINCIPAL ADMINISTRATIVE OFFICES. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST OF THRESHOLD FOUNDATION 458,870. THE THRESHOLD FOUNDATION INC 600 ROLFS AVE WEST BEND WI 53090 391525008 SUPPORT WI 501(C)(3) LINE 12A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0