Civic Intelligence

Ascend Services Inc

EIN 39-0988532 • 501(c)3 • Manitowoc, WI

Profile

The mission of ascend services, inc.,in partnership with the community-at-large, is to promote the advancement and dignity of individuals who are affected by disability or handicapping circumstances.

2818 Meadow LnManitowoc, WI 54220

www.ascendservicesinc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.04x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.06x

Higher debt load relative to revenue than 31% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

64th percentile

9.8%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

2.5%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,418,262

Up $665,045 (+9.8%) from 2023

Liabilities

Down

$279,666

Down $1 (-0.0%) from 2023

Net Assets

Up

$7,138,596

Up $665,046 (+10%) from 2023

Revenue

Up

$4,399,846

Up $106,441 (+2.5%) from 2023

Expenses

Up

$3,784,270

Up $446,231 (+13%) from 2023

Net Income

Down

$615,576

Down $339,790 (-36%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,476,466Liabilities 2011: $279,788Net Assets 2011: $2,196,6782011Assets 2012: $2,504,259Liabilities 2012: $267,676Net Assets 2012: $2,236,5832012Assets 2013: $2,494,204Liabilities 2013: $296,134Net Assets 2013: $2,198,0702013Assets 2014: $2,443,634Liabilities 2014: $198,724Net Assets 2014: $2,244,9102014Assets 2015: $2,614,326Liabilities 2015: $254,476Net Assets 2015: $2,359,8502015Assets 2016: $2,611,977Liabilities 2016: $226,624Net Assets 2016: $2,385,3532016Assets 2017: $2,587,837Liabilities 2017: $305,029Net Assets 2017: $2,282,8082017Assets 2018: $2,661,824Liabilities 2018: $198,517Net Assets 2018: $2,463,3072018Assets 2019: $2,836,158Liabilities 2019: $210,335Net Assets 2019: $2,625,8232019Assets 2020: $3,529,575Liabilities 2020: $177,878Net Assets 2020: $3,351,6972020Assets 2021: $4,966,100Liabilities 2021: $229,415Net Assets 2021: $4,736,6852021Assets 2022: $5,837,850Liabilities 2022: $432,632Net Assets 2022: $5,405,2182022Assets 2023: $6,753,217Liabilities 2023: $279,667Net Assets 2023: $6,473,5502023Assets 2024: $7,418,262Liabilities 2024: $279,666Net Assets 2024: $7,138,5962024

Highlighted filing

2024

Assets$7,418,262
Liabilities$279,666
Net Assets$7,138,596

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,279,6292011Expenses 2012: $3,647,1262012Revenue 2013: $3,503,315Expenses 2013: $3,541,828Net Income 2013: -$38,5132013Revenue 2014: $3,211,582Expenses 2014: $3,164,742Net Income 2014: $46,8402014Revenue 2015: $3,406,662Expenses 2015: $3,291,717Net Income 2015: $114,9452015Revenue 2016: $3,307,344Expenses 2016: $3,281,841Net Income 2016: $25,5032016Revenue 2017: $3,039,191Expenses 2017: $3,129,129Net Income 2017: -$89,9382017Revenue 2018: $3,246,680Expenses 2018: $3,066,181Net Income 2018: $180,4992018Revenue 2019: $3,227,312Expenses 2019: $3,064,796Net Income 2019: $162,5162019Revenue 2020: $3,403,458Expenses 2020: $2,762,982Net Income 2020: $640,4762020Revenue 2021: $3,929,911Expenses 2021: $2,596,076Net Income 2021: $1,333,8352021Revenue 2022: $3,886,699Expenses 2022: $3,019,929Net Income 2022: $866,7702022Revenue 2023: $4,293,405Expenses 2023: $3,338,039Net Income 2023: $955,3662023Revenue 2024: $4,399,846Expenses 2024: $3,784,270Net Income 2024: $615,5762024

Highlighted filing

2024

Revenue$4,399,846
Expenses$3,784,270
Net Income$615,576

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.42$0.28$7.14$4.40$3.78$0.62
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$0.28$6.47$4.29$3.34$0.96
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.84$0.43$5.41$3.89$3.02$0.87
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$0.23$4.74$3.93$2.60$1.33
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.53$0.18$3.35$3.40$2.76$0.64
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.21$2.63$3.23$3.06$0.16
2018Summary only. Only limited summary data is available for this year.$2.66$0.20$2.46$3.25$3.07$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.31$2.28$3.04$3.13$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.23$2.39$3.31$3.28$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.25$2.36$3.41$3.29$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.20$2.24$3.21$3.16$0.05
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.49$0.30$2.20$3.50$3.54$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.27$2.24$3.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.28$2.20$3.28
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 26, 2023
Return Version
2022v5.0
Gross Receipts
$5,012,040
Mission and Program Overview

Mission

The mission of ascend services, inc.,in partnership with the community-at-large, is to promote the advancement and dignity of individuals who are affected by disability or handicapping circumstances.

Rehabilitation of individuals with disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,839,352$2,482,365▲ $643,013
Land, Buildings, and Equipment, Net$807,944$944,676▲ $136,732
Investments Other Securities$1,028,521$930,400▼ $98,121
Savings and Temporary Cash Investments$653,195$662,274▲ $9,079
Accounts Receivable$543,896$569,241▲ $25,345
Inventories for Sale or Use$79,436$154,172▲ $74,736
Prepaid Expenses and Deferred Charges$13,756$94,722▲ $80,966
Total Assets$4,966,100$5,837,850▲ $871,750
Liabilities
Accounts Payable and Accrued Expenses$229,415$432,632▲ $203,217
Total Liabilities$229,415$432,632▲ $203,217
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,478,283$5,050,076▲ $571,793
Net Assets With Donor Restrictions$258,402$355,142▲ $96,740
Total Net Assets Fund Balance$4,736,685$5,405,218▲ $668,533
Total Liabilities and Net Assets / Fund Balance$4,966,100$5,837,850▲ $871,750

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$906,554$1,741,180$2,647,734
Land$38,122-$38,122
Other Securities$930,400--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,028,521$62,340▼ $155,785-$930,400
2021$841,302$84,808▲ $107,002-$1,028,521
2020$684,310$38,269▲ $122,269-$841,302
2019$439,066$150,245▲ $97,747-$684,310
2018$231,737$225,500▼ $16,961-$439,066
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kim RooneyPresident
Michele ZiarnikVice President
Alison PetriBoard Member
David WageBoard Member
Halvor HalvorsenBoard Member
Keith LyonsBoard Member
Laura FieldingBoard Member
Sara GreenwoodBoard Member
Stacey McdonellBoard Member
Stephen DudekBoard Member
Sandra HardrathSecretary
Chad NaidlTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$270,729
Program Service Revenue
$3,045,499
Investment Income
$62,049
Other Revenue
$508,422
All Other Contributions
$270,729
Change in Net Assets
$866,770

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,007,364
Revenue Not Reported on Financial Statements
$-1,120,665
Revenue Not Reported on Form 990
$-198,237
Other Revenue Adjustments
$-1,125,341
Total Revenue per Audited Statements
$4,809,127
Total Revenue per Form 990
$3,886,699
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,482,254
Other Expenses$537,675
Total Fundraising Expense$5,769
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,369,615$540,499-$1,910,114
Other Employee Benefits$285,564$197,903$340$483,807
Current Officers, Directors, Trustees, and Key Employees-$88,333-$88,333
Travel$83,658$4,371-$88,029
Depreciation Depletion$32,902$33,532-$66,434
Other Expenses$31,419$14,589$4,676$46,008
Insurance$19,570$24,438-$44,008
All Other Expenses$5,382$28,800$753$34,935
Occupancy$23,716$10,581-$34,297
Conferences and Meetings$400$18,945-$19,345
Fees for Service Investment Mgmnt Fees-$4,676-$4,676
Advertising-$3,111-$3,111
Total Functional Expenses$1,852,306$1,161,854$5,769$3,019,929

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,140,594
Total Expenses per Form 990$3,019,929
Expenses per Audited Statements$3,015,253
Expenses Not Reported on Form 990$1,125,341
Expenses Not Reported on Financial Statements$4,676
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kim RooneyAscend Services Board MemberThe Organization Has a Certificate of Deposit With Unitedone Credit Union. Kim Is an Employee of Unitedone Credit Union.No-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
Ascend Services Inc
EIN
39-0988532
Phone
9206824663
Address
2818 MEADOW LN, MANITOWOC, WI 54220

Signing Officer

Name
Kim Rooney
Title
President
Phone
9206824663
Signed
2023-07-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Rooney
Formed
1957
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
85
Volunteers
3

Preparer

Firm
Hawkins Ash Cpas Llp
Address
ONE EAST WALDO BOULEVARD SUITE 5, MANITOWOC, WI 54220-2912
Preparer
Jeffrey Dvorachek
Phone
9206847128
Supplemental Narrative

Additional Explanations

Part XII, Line 2C Explanation

This process has not changed from the prior year.

Financial Statement Notes

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, 2022 and 2021, 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 4B - OTHER ADJUSTMENTS:

COST OF GOODS SOLD

PART XII, LINE 2D - OTHER ADJUSTMENTS:

COST OF GOODS SOLD

Part XII Line 4B and Part XIII Line 2D

COST OF GOODS SOLD

Raw XML AppendixShowing 400 of 537 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0229415
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0432632
IRS990/AccountsReceivableGrp/BOYAmt0543896
IRS990/AccountsReceivableGrp/EOYAmt0569241
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0REHABILITATION OF INDIVIDUALS WITH DISABILITIES
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03111
IRS990/AdvertisingGrp/TotalAmt03111
IRS990/AllOtherContributionsAmt0270729
IRS990/AllOtherExpensesGrp/FundraisingAmt0753
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt028800
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05382
IRS990/AllOtherExpensesGrp/TotalAmt034935
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IRS990/BooksInCareOfDetail/PhoneNum09206824663
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02818 MEADOW LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MANITOWOC
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054220
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IRS990/CollectionsOfArtInd00
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IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
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IRS990/DepreciationDepletionGrp/TotalAmt066434
IRS990/Desc0PREVOCATIONAL 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 112 PARTICIPANTS TO PURSUE VOCATIONAL GOALS WHILE EARNING WAGES.
IRS990/DescribedInSection501c3Ind01
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IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/PersonNm0LAURA FIELDING
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHEN DUDEK
IRS990/Form990PartVIISectionAGrp/PersonNm2SARA GREENWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm3STACEY MCDONELL
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IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID WAGE
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IRS990/Form990PartVIISectionAGrp/PersonNm11SANDRA HARDRATH
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990/MissionDesc0THE MISSION OF ASCEND SERVICES, INC., IS TO PROMOTE INDIVIDUAL GROWTH THROUGH COMMUNITY EXPERIENCES, EDUCATION AND EMPLOYMENT OPPORTUNITIES.
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IRS990/ProgSrvcAccomActy2Grp/Desc0DAY SERVICES OFFERS SOCIAL, EDUCATIONAL, VOCATIONAL AND RECREATIONAL ACTIVITIES TO 45 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.
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IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY 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 54 INDIVIDUALS IN 2022 IN VARIOUS STAGES OF PROGRAMMING. WE HELPED 25 PARTICIPANTS OBTAIN EMPLOYMENT.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01147734
IRS990/ProgSrvcAccomActyOtherGrp/Desc0REST 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.
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