2026-09-15T08:11:57-05:00 2025-12-31 391628949 JOHNSON BLOCK & CO INC 9701 BRADER WAY SUITE 202 MIDDLETON WI 53562 990 2025-01-01 391889252 COMMUNITY LIVING ALLIANCE INC COMM 6082428335 1414 MACARTHUR ROAD MADISON WI 53714 TODD COSTELLO EXECUTIVE DIRECTOR 6082428335 2026-09-14 1 ELIZABETH COULSON P02271575 6082742002 2026-09-14 2025 TODD COSTELLO 1414 MACARTHUR ROAD MADISON WI 53714 8748985 0 X WWW.CLANET.ORG X 1999 WI COMMUNITY LIVING ALLIANCE IS A NOT-FOR-PROFIT ORGANIZATION, DEDICATED TO EMPOWERING PEOPLE WITH DISABILITIES OR CHRONIC ILLNESSES AND THE ELDERLY TO LIVE INDEPENDENTLY AND WITH DIGNITY. CLA PARTNERS WITH THESE INDIVIDUALS TO ACQUIRE PERSONAL CARE AND SUPPORT SERVICES NEEDED TO PROMOTE THEIR QUALITY OF LIFE AND SELF-DETERMINATION. 6 6 350 6 92152 13856 8214591 158583 464537 8319435 75510 70177 104968 87498 8859606 8635693 0 0 0 0 7635815 7490561 0 0 0 1081388 1141854 8717203 8632415 142403 3278 6208723 5588911 1321398 698308 4887325 4890603 X COMMUNITY LIVING ALLIANCE (CLA) IS A NOT-FOR-PROFIT ORGANIZATION, DEDICATED TO EMPOWERING PEOPLE WITH DISABILITIES OR CHRONIC ILLNESSES AND THE ELDERLY TO LIVE INDEPENDENTLY AND WITH DIGNITY. CLA PARTNERS WITH THESE INDIVIDUALS TO ACQUIRE PERSONAL CARE AND SUPPORT SERVICES NEEDED TO PROMOTE THEIR QUALITY OF LIFE AND SELF-DETERMINATION. 0 0 6474609 8319435 THE ORGANIZATION ASSISTS INDIVIDUALS WITH DISABILITIES, CHRONIC DISEASES, AND THE ELDERLY TO LIVE INDEPENDENTLY WITH DIGNITY IN THE COMMUNITY. CLA ALSO PROVIDES A MEDICAL ASSISTANCE PERSONAL CARE NURSING PROGRAM WHERE EMPLOYED NURSES OVERSEE THE CARES PROVIDED TO CONSUMERS WITH DEVELOPMENTAL DISABILITIES WHO RESIDE IN ADULT FAMILY HOMES, AND THE TRAINING OF THE WORKERS WHO PERFORM THE PERSONAL CARES IN THOSE ADULT FAMILY HOMES, DANE COUNTY SUPPORTED LIVING PROGRAMS (SL) - 300+ MEMBERS SERVED, MEDICAID ASSISTANCE PERSONAL CARE PROGRAM (CARE SOLUTIONS) - 130+ MEMBERS SERVED, MANAGED CARE (CARE SOLUTIONS) - 80+ MEMBERS SERVED. CLA ALSO PROVIDES SUPPORTIVE CASE MANAGEMENT AND BEHAVIOR HEALTH THERAPY SERVICES (COMMUNITY WELLNESS) - 70+ MEMBERS SERVED. 6474609 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 350 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X CATHERINE PUTNAM 6082428335 1414 MACARTHUR ROAD MADISON WI 53714 TODD COSTELLO EXECUTIVE DIRECTOR 37.50 X X 195785 0 18421 CATHERINE PUTNAM DIRECTOR - FINANCE 37.50 X X 130189 0 13340 DAVID BAILEY DIRECTOR - ADMINISTRATION 37.50 X 119295 0 5210 PATTI JO BECKER DIRECTOR - PROGRAMS 37.50 X 112686 0 16308 JOHN GARDNER PRESIDENT & TREASURER 1.00 X X 0 0 0 TERRI DEIST VICE PRESIDENT & SECRETARY 0.50 X X 0 0 0 MIKE MEULEMANS DIRECTOR 0.50 X 0 0 0 KEVIN KEISLING DIRECTOR 0.50 X 0 0 0 MIKE JONES DIRECTOR 0.50 X 0 0 0 KATIE BRIETZMAN DIRECTOR 0.50 X 0 0 0 557955 0 53279 4 1 1 0 0 49264 109319 158583 CARE SOLUTIONS 624100 6185344 6185344 SUPPORTED LIVING 624100 1734571 1734571 COMMUNITY WELLNESS 624100 399520 399520 8319435 70177 70177 198354 108638 89716 89716 89716 0 49264 4654 -4654 -4654 MISCELLANEOUS REVENUE 900099 2436 2436 2436 8635693 8319435 92152 65523 325974 325974 6046888 4802112 1244776 645059 466644 178415 472640 341914 130726 58455 58455 62284 46933 15351 6872 5178 1694 349602 270360 79242 119798 94078 25720 47463 45090 2373 3472 3472 14934 11253 3681 177933 134077 43856 184530 139048 45482 SUPPORTED LIVING BILLIN 61969 61969 BAD DEBTS 30137 30137 STAFF DEVELOPMENT 23630 21760 1870 MISCELLANEOUS 775 584 191 8632415 6474609 2157806 0 105533 2504128 1890290 618740 606162 166229 157578 6229741 3418503 2888176 2811238 31450 18110 6208723 5588911 837460 664997 40240 13732 410777 0 32921 19579 1321398 698308 X 4852393 4890603 34932 0 4887325 4890603 6208723 5588911 3278 0 X 0 1 X 1 0 X 8927418 8884423 8201723 8214591 158583 34386738 8927418 8884423 8201723 8214591 158583 34386738 34386738 150671 135807 206034 75510 70177 638199 25183 13856 39039 2436 2436 35066412 8783972 0.98060 0.98310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2025 AMOUNT: $ 2,436. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 621395 592736 590178 1804309 2706464 155349 148184 147545 451078 676617 714274 714274 4740726 2779945 1960781 728118 638558 89560 46623 46623 2811238 FINANCING LEASE LIABILITIES 19579 19579 X 8748985 113292 113292 8635693 0 8635693 8745707 113292 113292 8632415 0 8632415 PART X, LINE 2: COMMUNITY LIVING ALLIANCE, INC. IS A NONPROFIT CORPORATION INCORPORATED UNDER THE WISCONSIN NON-STOCK CORPORATION LAW (CHAPTER 181 OF THE WISCONSIN STATUTES). THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE CORPORATION IS ALSO EXEMPT FROM LOCAL PROPERTY TAXES AND WISCONSIN FRANCHISE OR INCOME TAX. THE CORPORATION FOLLOWS THE PROVISIONS OF THE UNCERTAINTY IN INCOME TAXES SECTION OF THE INCOME TAXES TOPIC OF THE FASB ASC, WHICH ADDRESS THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE CORPORATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE CORPORATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS INCOME TAX (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. AT DECEMBER 31, 2025 AND 2024, THERE WERE NO UNRECOGNIZED TAX BENEFITS. THE CORPORATION FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY IN THE U.S. FEDERAL JURISDICTION AND A SIMILAR FORM WITH THE STATE OF WISCONSIN. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 108,638. FUNDRAISING EXPENSES 4,654. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 108,638. FUNDRAISING EXPENSES 4,654. DINNER AND SILENT AUCTION 49264 49264 355 2943 998 358 49264 49264 355 2943 998 358 4654 -4654 X X X X X 0 0 0 0 0 0 0 0 0 TODD COSTELLO EXECUTIVE DIRECTOR 188799 0 0 0 6986 0 0 0 18421 0 214206 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD PRESIDENT AND EXECUTIVE MEMBERS OF THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT-OF-INTEREST POLICY IS MONITORED ANNUALLY AT THE FIRST BOARD MEETING OF EACH CALENDAR YEAR. A POWERPOINT AND DISCUSSION OCCURS IN REGARD TO THE CONFLICT-OF-INTEREST STATEMENT, DUTY TO DISCLOSE, AND OTHER ANNUAL COMPLIANCE AND STRATEGIC GOALS REQUIRING EACH BOARD MEMBER TO READ AND SIGN A STATEMENT ACKNOWLEDGING THEIR UNDERSTANDING. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION STUDY IS PERFORMED BY A PRIVATE COMPANY AT LEAST EVERY 2 YEARS ALONG WITH THE ORGANIZATION RECEIVING SALARY STUDIES FROM SHRM. THE SALARY OF THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD OF DIRECTORS AFTER A BI-ANNUAL SALARY STUDY IS DONE. THE 2024 CALENDAR YEAR WAS THE DESIGNATED YEAR WHEN THE STUDY WAS COMPLETED, IT WILL BE COMPLETED AGAIN IN 2026. FORM 990, PART VI, SECTION C, LINE 19 CLA HAS PUBLIC MONTHLY BOARD MEETINGS AND NOTICE OF THESE MEETINGS IS POSTED ON CLA'S WEBSITE 10 DAYS IN ADVANCE OF EACH MEETING. CLA ALSO PUBLISHES AN ANNUAL REPORT THAT SHOWS YEAR END FINANCIALS. SUMMARIES OF EACH MONTHLY BOARD MEETING ARE POSTED TO CLA'S WEBSITE AS WELL. THEY ARE ALSO AVAILABLE UPON REQUEST.