Civic Intelligence

Independence First Inc.

990 • Fiscal year 2013 • EIN 39-1343425

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 08, 2014

Organization Profilewww.independencefirst.org

View Organization Page

540 S 1st StreetMilwaukee, WI 53204

(414) 291-7520

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.64x

Higher debt load relative to assets than 78% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

46th percentile

0.28x

Higher debt load relative to revenue than 46% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Net Margin

5th percentile

-42%

Higher net margin than 5% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

1st percentile

-48%

Faster asset growth than 1% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

42nd percentile

2.4%

Faster revenue growth than 42% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$15,525,727

Down $14,105,924 (-48%) from 2012

Net Assets

Down

$5,659,457

Down $14,529,629 (-72%) from 2012

Liabilities

Up

$9,866,270

Up $423,705 (+4.5%) from 2012

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin5th percentile

Revenue

$35,136,554

No earlier filing loaded for comparison.

Expenses

Up

$49,951,462

Up $15,723,017 (+46%) from 2012

Net Income

-$14,814,908

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $22,395,843Liabilities 2011: $3,836,107Net Assets 2011: $18,559,7362011Assets 2012: $29,631,651Liabilities 2012: $9,442,565Net Assets 2012: $20,189,0862012Assets 2013: $15,525,727Liabilities 2013: $9,866,270Net Assets 2013: $5,659,4572013Assets 2014: $15,186,239Liabilities 2014: $9,954,947Net Assets 2014: $5,231,2922014Assets 2015: $13,699,530Liabilities 2015: $9,840,129Net Assets 2015: $3,859,4012015Assets 2016: $12,850,017Liabilities 2016: $10,296,024Net Assets 2016: $2,553,9932016Assets 2017: $11,825,647Liabilities 2017: $9,983,381Net Assets 2017: $1,842,2662017Assets 2018: $10,872,537Liabilities 2018: $9,874,643Net Assets 2018: $997,8942018Assets 2019: $10,757,946Liabilities 2019: $6,039,339Net Assets 2019: $4,718,6072019Assets 2020: $16,034,797Liabilities 2020: $4,706,673Net Assets 2020: $11,328,1242020Assets 2021: $17,159,948Liabilities 2021: $3,851,827Net Assets 2021: $13,308,1212021Assets 2022: $15,904,443Liabilities 2022: $3,463,406Net Assets 2022: $12,441,0372022Assets 2023: $17,483,263Liabilities 2023: $3,978,699Net Assets 2023: $13,504,5642023

Highlighted filing

2013

Assets$15,525,727
Liabilities$9,866,270
Net Assets$5,659,457
Open 2013 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $33,534,089Expenses 2011: $33,129,601Net Income 2011: $404,4882011Expenses 2012: $34,228,4452012Revenue 2013: $35,136,554Expenses 2013: $49,951,462Net Income 2013: -$14,814,9082013Revenue 2014: $34,424,086Expenses 2014: $34,703,444Net Income 2014: -$279,3582014Revenue 2015: $30,781,183Expenses 2015: $32,172,620Net Income 2015: -$1,391,4372015Revenue 2016: $30,146,078Expenses 2016: $31,526,371Net Income 2016: -$1,380,2932016Revenue 2017: $29,885,106Expenses 2017: $30,734,474Net Income 2017: -$849,3682017Revenue 2018: $29,267,673Expenses 2018: $30,113,461Net Income 2018: -$845,7882018Revenue 2019: $30,373,260Expenses 2019: $28,768,365Net Income 2019: $1,604,8952019Revenue 2020: $33,424,709Expenses 2020: $27,496,552Net Income 2020: $5,928,1572020Revenue 2021: $27,006,891Expenses 2021: $25,342,992Net Income 2021: $1,663,8992021Revenue 2022: $26,173,789Expenses 2022: $25,802,011Net Income 2022: $371,7782022Revenue 2023: $25,211,248Expenses 2023: $24,937,959Net Income 2023: $273,2892023

Highlighted filing

2013

Revenue$35,136,554
Expenses$49,951,462
Net Income-$14,814,908
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 8, 2014
Return Version
2013v3.1
Gross Receipts
$35,662,041
Mission and Program Overview

Mission

Our mission is to effectively facilitate empowerment of individuals with disabilities through education, advocacy, independent living services, and coalition building.

To effectively facilitate empowerment of individuals with disabilities through education advocacy, independent living services, and coalition building.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,387,412$8,123,406▼ $264,006
Accounts Receivable$2,968,302$3,199,089▲ $230,787
Cash and Non-Interest-Bearing Accounts$1,302,474$2,493,793▲ $1,191,319
Investments Other Securities$2,347,871$0▼ $2,347,871
Savings and Temporary Cash Investments$1,356,272$745,519▼ $610,753
Inventories for Sale or Use$500,808$347,878▼ $152,930
Intangible Assets$8,004$199,656▲ $191,652
Prepaid Expenses and Deferred Charges$121,430$160,341▲ $38,911
Other Notes and Loans Receivable, Net$171,467$156,260▼ $15,207
Investments in Publicly Traded Securities$12,333,196$3,219▼ $12,329,977
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related$-69,655$-76,094▼ $6,439
Total Assets$29,631,651$15,525,727▼ $14,105,924
Other Assets Total$204,070$172,660▼ $31,410
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,600,000$7,760,000▲ $160,000
Accounts Payable and Accrued Expenses$1,688,110$1,755,996▲ $67,886
Deferred Revenue$59,645$187,010▲ $127,365
Other Liabilities$94,810$163,264▲ $68,454
Total Liabilities$9,442,565$9,866,270▲ $423,705
Net Assets / Fund Balance
Unrestricted Net Assets$17,631,942$5,561,330▼ $12,070,612
Temporarily Rstr Net Assets$2,557,144$98,127▼ $2,459,017
Total Net Assets Fund Balance$20,189,086$5,659,457▼ $14,529,629
Total Liabilities and Net Assets / Fund Balance$29,631,651$15,525,727▼ $14,105,924

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$3,257,447$318,591$3,576,038
Buildings$3,002,283$164,261$3,166,544
Other Land Buildings$627,460$1,139,546$1,767,006
Land$1,218,000-$1,218,000
Equipment$18,216$42,807$61,023
Investment Program Related Org$-76,094--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lee SchulzCEO/PresidentFT$187,617$70,176$257,793
Wendy HuotDirector of FinanceFT$104,565$5,360$109,925

Board Members and Trustees

NameTitle
John SchmidChair
Judy MurphyVice Chair
Chris McConvilleDirector
Dean MullerDirector
Dr Robert DavisDirector
Felisa ParrisDirector
Frank GedelmanDirector
Gwen JacksonDirector
Jeremiah SwisherDirector
Jerry MccloskeyDirector
Judi WislaDirector
Martha ValerioDirector
Noreen RyanDirector
Robert BurgerDirector
Ron JodatDirector
Thomas GouletDirector
Paul WierzbaSecretary
Craig CooperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,216,481
Program Service Revenue
$33,428,087
Investment Income
$374,955
Other Revenue
$117,031
All Other Contributions
$561,297
Change in Net Assets
$-14,814,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$31,750,852
Grants and Similar Amounts Paid$15,290,378
Other Expenses$2,910,232
Total Fundraising Expense$424,027
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$25,486,110$1,129,131$268,841$26,884,082
Grants to Domestic Orgs$15,290,378--$15,290,378
Payroll Taxes$2,682,436$118,842$28,296$2,829,574
Other Employee Benefits$1,247,119$55,252$13,155$1,315,526
Fees for Services Other$407,033$104,601-$511,634
Depreciation Depletion$145,398$268,475$10,711$424,584
Occupancy$165,821$210,066$8,849$384,736
Current Officers, Directors, Trustees, and Key Employees$348,597$15,444$3,677$367,718
Pension Plan Contributions$335,546$14,866$3,540$353,952
Office Expenses$328,169$14,539$3,462$346,170
Travel$164,616$7,293$1,736$173,645
Insurance$147,583$6,538$1,557$155,678
All Other Expenses$120,978$4,254$1,013$126,245
Advertising$48,833-$74,432$123,265
Interest$15,959$101,127$3,685$120,771
Fees for Services Accounting-$48,250-$48,250
Other Expenses$48,161$2,385$568$48,161
Information Technology$47,185--$47,185
Fees for Services Lobbying-$35,342-$35,342
Fees for Services Legal-$33,772-$33,772
Fees for Service Investment Mgmnt Fees$7,995$20,239-$28,234
Total Functional Expenses$47,243,459$2,283,976$424,027$49,951,462
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
46-2941274--Consolidation$15,290,378
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,739
Fundraising Direct Expenses$64,385
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$56,611$56,611$55,809$802
Event 2$10,128$10,128$8,576$1,552
Total Events$66,739$66,739$64,385$2,354
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Independencefirst FoundatCEO/BoarddonationNo$15,290,378
Julie SchulzDirectorSalaryNo$44,533

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
457f Funds$120,345
Swap Product$42,919
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 family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“The building includes space used by independencefirst as well as another organization. A management company is under contract to provide building services.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The director of finance, controller, and CEO/President review the form 990. A copy will also be provided to the Board prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members are required to disclose potential conflicts of interest. Other members of the board or committee determine if a conflict exists. When this occurs the board member with a conflict of interest is asked to leave during the discussion and vote.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Executive Committee (comprised of officers of the B.O.D.) review and determine the CEO/President's compensation annually. Salary guides are reviewed. Also, there are goals related to the agency's financial and program performance that are reviewed.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“All employees are reviewed annually by their immediate supervisor.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All of these documents are available upon request. The annual report is available on the organization's website. The 990 is available on Guidestar's website.”

Filing and Contact Details

Filer

EIN
39-1343425
Phone
4142917520

Signing Officer

Name
Wendy Huot
Title
Director of Finance
Signed
2014-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Schulz
Formed
1979
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
16
Employees
2,413
Volunteers
182

Preparer

Preparer
Andrew C Holman
Phone
4142711451
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Other Programs - AODA Services and other services. OTHER PROGRAM SERVICES 5: Wisloan and Telework - These programs make loans to Wisconsin residents with disabilities. Wisloan is for assistive technology and home modifications. Telework is for computers and other equipment enabling the ability to work from home. OTHER PROGRAM SERVICES 6: The Organization provided support to IndependenceFirst Foundation, Inc. In the current and future periods, the IndependenceFirst Foundation, Inc. will provide operating support to IndependenceFirst, Inc.'s mission. OTHER PROGRAM SERVICES 7: The Mobility Store provides a wide variety of high quality, refurbished durable medical equipment toth e community at reduced pricing.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and is classified as other than a private foundation. However, income from certain activities (primarily rental income on debt financed property) not directly related to the Organizations tax-exempt purpose is subject to taxation as unrelated business income. As of December 31, 2013, the Organization had a cumulative unrelated business net operating loss of approximately $724. The Organization has determined that it is likely that the net operating loss will be realized and, therefore, has recognized a deferred tax asset $181.Management has reviewed all tax positions recognized in previously filed tax returns in the U.S. federal and state jurisdictions and those expected to be taken in future tax returns. As of December 31, 2013, the Organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The Organization does not anticipate any significant changes to unrecognized income tax benefits over the next year. The Organization is currently not under audit by any federal or state taxing authority and is no longer subject to tax examinations by the U.S. federal jurisdiction for years prior to 2010 and the state jurisdiction for years prior to 2009.”

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IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS GOULET
IRS990/Form990PartVIISectionAGrp/PersonNm5Judy Murphy
IRS990/Form990PartVIISectionAGrp/PersonNm6Jeremiah Swisher
IRS990/Form990PartVIISectionAGrp/PersonNm7Robert Burger
IRS990/Form990PartVIISectionAGrp/PersonNm8Frank Gedelman
IRS990/Form990PartVIISectionAGrp/PersonNm9Chris McConville
IRS990/Form990PartVIISectionAGrp/PersonNm10Craig Cooper
IRS990/Form990PartVIISectionAGrp/PersonNm11RON JODAT
IRS990/Form990PartVIISectionAGrp/PersonNm12Gwen Jackson
IRS990/Form990PartVIISectionAGrp/PersonNm13Dean Muller
IRS990/Form990PartVIISectionAGrp/PersonNm14Noreen Ryan
IRS990/Form990PartVIISectionAGrp/PersonNm15JERRY MCCLOSKEY
IRS990/Form990PartVIISectionAGrp/PersonNm16John Schmid
IRS990/Form990PartVIISectionAGrp/PersonNm17Judi Wisla
IRS990/Form990PartVIISectionAGrp/PersonNm18LEE SCHULZ
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18CEO/President
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IRS990/OtherLiabilitiesGrp/BOYAmt094810

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,525,727
Liabilities
$9,866,270
Net assets
$5,659,457
Revenue
$35,136,554
Expenses
$49,951,462
Net income
-$14,814,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$17.5$3.98$13.5$25.2$24.9$0.27
2022Summary only. Only limited summary data is available for this year.$15.9$3.46$12.4$26.2$25.8$0.37
2021Summary only. Only limited summary data is available for this year.$17.2$3.85$13.3$27.0$25.3$1.66
2020Summary only. Only limited summary data is available for this year.$16.0$4.71$11.3$33.4$27.5$5.93
2019Summary only. Only limited summary data is available for this year.$10.8$6.04$4.72$30.4$28.8$1.60
2018Summary only. Only limited summary data is available for this year.$10.9$9.87$1.00$29.3$30.1$0.85
2017Summary only. Only limited summary data is available for this year.$11.8$9.98$1.84$29.9$30.7$0.85
2016Summary only. Only limited summary data is available for this year.$12.9$10.3$2.55$30.1$31.5$1.38
2015Summary only. Only limited summary data is available for this year.$13.7$9.84$3.86$30.8$32.2$1.39
2014Summary only. Only limited summary data is available for this year.$15.2$9.95$5.23$34.4$34.7$0.28
2013Detailed filing. Detailed filing data is available for this year.$15.5$9.87$5.66$35.1$50.0$14.8
2012Summary only. Only limited summary data is available for this year.$29.6$9.44$20.2$34.2
2011Summary only. Only limited summary data is available for this year.$22.4$3.84$18.6$33.5$33.1$0.40