2025-09-02T12:41:35-05:00 2024-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 391969834 INNOVATIVE SERVICES INC INNO 9204310962 2321 SAN LUIS PL GREEN BAY WI 54304 SARA NOAH VP FINANCE 9204310962 2025-08-27 1 1 JESSICA NATUS P01799381 2187224705 2025-08-27 2024 2025-03-06 01:10:19Z MICHAEL SCHWARTZ 2321 SAN LUIS PL GREEN BAY WI 54304 21787315 0 X ISIINC.ORG X 2003 WI INNOVATIVE SERVICES, INC. (INNOVATIVE CARE SERVICES) IS MADE UP OF OVER 350 CARING TEAM MEMBERS SERVING PEOPLE WITH DISABILITIES THROUGHOUT WISCONSIN. INNOVATIVE PROVIDES COMMUNITY SUPPORTED LIVING, RESIDENTIAL CARE, AND MENTAL HEALTH CARE TO HUNDREDS OF PEOPLE WITH DISABILITIES AND THEIR FAMILIES. INNOVATIVE'S CLIENTS LIVE IN THEIR OWN HOMES, IN INNOVATIVE'S ADULT FAMILY HOMES, OR IN OUR COMMUNITY BASED RESIDENTIAL FACILITIES. WE SERVE YOUTH AND ADULTS WITH PHYSICAL AND MENTAL HEALTH NEEDS, INVOLVING THEM IN THEIR CARE, SO THEY CAN THRIVE. 5 5 689 7 0 0 6403453 5149555 16480517 16445808 453506 173868 0 0 23337476 21769231 0 0 0 0 17805843 16584649 0 0 0 5716782 4995781 23522625 21580430 -185149 188801 13489995 12417729 9301299 8040232 4188696 4377497 X INNOVATIVE SERVICES, INC. (ISI) CARES FOR THOSE WITH DISABILITIES, HELPING THEM LEAD FULFILLING LIVES WITH MAXIMUM INDEPENDENCE. INNOVATIVE'S VISION IS TO BE THE MOST TRUSTED CARE PROVIDER FOR PEOPLE WITH DISABILITIES IN WISCONSIN. 0 0 9520302 0 7529739 INNOVATIVE PROVIDES 24/7 RESIDENTIAL CARE WITH DIGNITY FOR PEOPLE WITH DISABILITIES THROUGH TWO DIFFERENT MODELS. ADULT FAMILY HOMES (AFH) ARE STATE-LICENSED PROGRAMS IN WHICH 4 OR FEWER NON-RELATED ADULTS WITH DISABILITIES LIVE IN A HOME IN THE COMMUNITY. COMMUNITY BASED RESIDENTIAL FACILITIES (CBRF'S) ARE STATE-LICENSED PROGRAMS IN WHICH 20 OR FEWER NON-RELATED ADULTS WITH DISABILITIES OR OTHER NEEDS LIVE IN A HOME IN THE COMMUNITY. CLIENTS RECEIVE TREATMENT OR SERVICES, ABOVE ROOM AND BOARD, AND MAY RECEIVE UP TO SEVEN (7) HOURS OF NURSING SERVICES PER WEEK. THIS IS "HOME" FOR OUR CLIENTS AND ALLOWS FOR ONE-TO-ONE ATTENTION AND GREATER INTEGRATION INTO THE COMMUNITY. INNOVATIVE'S TEAM MEMBERS SERVE THESE PEOPLE 24-HOURS PER DAY, 7 DAYS PER WEEK DURING THE YEAR. 6051992 0 8899018 WE OFFER COMMUNITY SUPPORTED LIVING (CSL) PROGRAMS TO PEOPLE WITH DISABILITIES TO ALLOW THEM TO REMAIN AND THRIVE IN THEIR OWN HOMES. CSL SERVICES ARE PROVIDED AS NEEDED AND ARE FOCUSED ON ACHIEVEMENT OF OUTCOMES, NOT SPECIFIC HOURS OF SERVICE. THIS FLEXIBLE AND LOW-COST MODEL SERVES ANYWHERE FROM 3 TO 30 INDIVIDUALS IN A COMMUNITY WITH ANY OF THE FOLLOWING NEEDS: PERSONAL GROOMING, MEDICATIONS, HOUSEKEEPING, MEAL PREPARATION, LAUNDRY, SHOPPING, LEISURE ACTIVITIES INCLUSIVE OF TRANSPORTATION AND ACCOMPANIMENT FOR MEDICAL AND OTHER APPOINTMENTS. THE USE OF ASSISTIVE MONITORING TECHNOLOGY ALLOWS GREATER INDEPENDENCE FOR INDIVIDUALS IN A COMMUNITY SUPPORTED LIVING PROGRAM. 3154096 0 17051 WE OFFER COMPREHENSIVE COMMUNITY SERVICES (CCS) FOR YOUTH AND ADULTS AS WELL AS MENTAL HEALTH SERVICES FOR INDIVIDUALS WITH MENTAL ILLNESS, SUBSTANCE ABUSE DISORDERS, AND OTHER DIAGNOSES. CLIENTS MOST IN NEED RECEIVE SUPPORT AND MENTAL HEALTH CARE BY LICENSED TEAM MEMBERS. YOUTH SERVICES CCS/CLTS CONSIST OF MAXIMIZING COMMUNITY-BASED SUPPORTS THAT TEACH STRUGGLING YOUTH (AND THEIR PARENTS) ABOUT BARRIERS AND HOW TO OVERCOME THEM. SERVICES ARE PROVIDED TO YOUTHS FROM PRE-SCHOOL TO HIGH SCHOOL WITH MENTAL ILLNESS, BEHAVIORAL DIFFICULTIES, DEVELOPMENTAL DISABILITIES, AND MORE. ADULT COMPREHENSIVE COMMUNITY SUPPORTS ARE ALSO OFFERED TO ADULTS THAT TEACH ABOUT BARRIERS AND HOW TO OVERCOME THEM. FINALLY, SERVICES ARE PROVIDED TO ADULTS WITH MENTAL ILLNESS, SUBSTANCE ABUSE DISORDERS, AND OTHER DIAGNOSES. 18726390 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 84 0 689 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SARA NOAH 9204310962 2321 SAN LUIS PL GREEN BAY WI 54304 BILL LAAKSO CHAIRMAN 2.00 X X 0 0 0 JACKIE DRAWS TREASURER 2.00 X X 0 0 0 RICK SENSE SECRETARY 1.00 X X 0 0 0 KRISTINA HACKBARTH-HORN DIRECTOR 1.00 X 0 0 0 ED KRUEGER DIRECTOR 1.00 X 0 0 0 MICHAEL SCHWARTZ CEO 40.00 X 183830 0 14098 REBECCA HRDLICKA VP OPERATIONS 40.00 X 119770 0 22012 CAROLYN JAZGER VP FINANCE (THRU SEP 2024) 40.00 X 106404 0 2271 KERRY BLONDHEIM VP ADMINISTRATION 20.00 X 78543 0 0 LYNN SMITS VP HUMAN RESOURCES (THRU JUNE 2024) 40.00 X 67396 0 177 AMY GILLIS VP HUMAN RESOURCES 40.00 X 47334 0 0 SARA NOAH VP FINANCE 40.00 X 9030 0 0 612307 0 38558 3 0 1 0 0 4744040 405515 5149555 RESIDENTIAL SERVICES 623990 16445808 16445808 16445808 24070 24070 167882 18084 149798 149798 149798 21769231 16445808 0 173868 650865 650865 13448684 12871835 576849 161708 148503 13205 1437688 1355696 81992 885704 813378 72326 67669 67669 61200 61200 194953 194953 700334 626049 74285 345744 8793 336951 1485279 1249268 236011 417105 294382 122723 15933 15933 124416 124416 528488 457239 71249 333366 275611 57755 CLIENT FOOD 230372 230372 TRAINING AND RECRUITMEN 179233 31238 147995 REPAIRS AND MAINTENANCE 145058 122959 22099 VEHICLE LEASE 87493 82595 4898 79138 18123 61015 21580430 18726390 2854040 0 1719619 2016925 1017843 1041705 2287620 2343350 284639 313741 5076379 2949333 2737721 2127046 5442553 4574962 13489995 12417729 1115754 1187543 2726619 2262576 5458926 4590113 9301299 8040232 X 4188696 4377497 4188696 4377497 13489995 12417729 188801 0 X 0 1 X 1 1 1 X 8113341 7342337 7309403 6403453 5149555 34318089 19606952 17804602 18053447 16480517 16445808 88391326 27720293 25146939 25362850 22883970 21595363 122709415 0 0 0 122709415 17888 24070 41958 17888 24070 41958 27720293 25146939 25362850 22901858 21619433 122751373 0.99970 0.99990 0.00030 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 175466 175466 1424207 974794 449413 421978 272886 149092 445109 438154 6955 2609619 1263499 1346120 2127046 ROU ASSET - OPERATING TYPE LEASES 4574962 4574962 ROU OBLIGATION - OPERATING TYPE LEASES 4590113 4590113 X PART X, LINE 2: IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE ORGANIZATION DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED. THE ORGANIZATION HAS RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. X X X X 0 0 0 0 0 0 0 0 0 MICHAEL SCHWARTZ CEO 166475 0 17000 0 355 0 0 0 14098 0 197928 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B DISTRIBUTED TO MEMBERS OF BOARD TO REVIEW USING THE BOARD PRO APPLICATION WHICH ALSO RETAINS A PERMANENT COPY OF THE DOCUMENT AVAILABLE TO ALL MEMBERS. IF THERE ARE QUESTIONS, THE VICE PRESIDENT OF FINANCE ADDRESSES EACH ONE BY RESPONDING USING THE BOARD PRO APPLICATION. IF ISSUES OR DISAGREEMENTS ARISE, A MEETING MAY BE SCHEDULED FOR THE BOARD TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO DIRECTORS AND OFFICERS. IT IS ANNUALLY REVIEWED BY BOARD OF DIRECTORS AND MANAGEMENT. DIRECTORS AND OFFICERS ARE EXPECTED TO DISCLOSE CONFLICTS, INCLUDING OUTSIDE EMPLOYMENT, WHICH MAY CREATE CONFLICTS AND PERSONAL RELATIONSHIPS WITH CLIENTS, BUSINESS PARTNERS, ETC. THE BOARD OF DIRECTORS THEN DETERMINES WHETHER A PERSON WITH A COVERED INTEREST HAS A CONFLICT OF INTEREST, AND THE APPROPRIATE COURSE OF ACTION IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 AN EXECUTIVE TEAM COMPENSATION REVIEW WAS COMPLETED IN SEPTEMBER 2022, WHICH INCLUDED THE USE OF AN OUTSIDE CONSULTANT, WAGE STUDIES AND A PROCESS APPROVED BY THE BOARD. IT WILL BE REFRESHED AND REVIEWED SEMI-ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILBALE UPON REQUEST. INNOVATIVE WISCONSIN LLC 2321 SAN LUIS PLACE GREEN BAY WI 54304 471752821 PROVIDE ADULT FAMILY HOME, SUPPORTIVE HOME CARE AND COMMUNITY SUPPORTIVE LIV WI 20642523 234886 INNOVATIVE SERVICES INC