Civic Intelligence

Independence First Inc.

990 • Fiscal year 2016 • EIN 39-1343425

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

Organization ProfileWWW.INDEPENDENCEFIRST.ORG

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540 S 1st StMilwaukee, WI 53204-1605

(414) 291-7520

Siviq Scores

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

Liabilities / Assets

86th percentile

0.80x

Higher debt load relative to assets than 86% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.34x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

23rd percentile

-4.6%

Higher net margin than 23% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

13th percentile

-6.2%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-2.1%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$12,850,017

Down $849,513 (-6.2%) from 2015

Net Assets

Down

$2,553,993

Down $1,305,408 (-34%) from 2015

Liabilities

Up

$10,296,024

Up $455,895 (+4.6%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin23rd percentile

Revenue

Down

$30,146,078

Down $635,105 (-2.1%) from 2015

Expenses

Down

$31,526,371

Down $646,249 (-2.0%) from 2015

Net Income

Up

-$1,380,293

Up $11,144 (+0.8%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2016

Assets$12,850,017
Liabilities$10,296,024
Net Assets$2,553,993
Open 2016 Filing

Operations Trend

Revenue Growth34th 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

2016

Revenue$30,146,078
Expenses$31,526,371
Net Income-$1,380,293
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Gross Receipts
$30,497,023
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.

Independencefirst is a non-profit 501(c)(3) independent living center (ilc) directed and controlled by persons with disabilities, primarily serving the four county metropolitan milwaukee area. Our mission is to effectively facilitate empowerment of individuals with disabilities through: education, advocacy, independent living services, and coalition building. Independencefirst promotes diversity and multicultural participation in its operations and services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,354,631$7,075,648▼ $278,983
Accounts Receivable$1,096,484$1,690,575▲ $594,091
Cash and Non-Interest-Bearing Accounts$2,359,144$1,321,753▼ $1,037,391
Savings and Temporary Cash Investments$850,280$837,911▼ $12,369
Inventories for Sale or Use$305,747$312,195▲ $6,448
Intangible Assets$149,512--
Other Notes and Loans Receivable, Net$143,189$140,530▼ $2,659
Prepaid Expenses and Deferred Charges$98,393$56,245▼ $42,148
Investments in Publicly Traded Securities$4,961$5,821▲ $860
Total Assets$13,699,530$12,850,017▼ $849,513
Other Assets Total$1,337,189$1,409,339▲ $72,150
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,760,000$7,615,088▼ $144,912
Accounts Payable and Accrued Expenses$1,773,121$1,969,574▲ $196,453
Other Liabilities$292,797$694,548▲ $401,751
Deferred Revenue$14,211$16,814▲ $2,603
Total Liabilities$9,840,129$10,296,024▲ $455,895
Net Assets / Fund Balance
Unrestricted Net Assets$1,517,875$2,510,022▲ $992,147
Temporarily Rstr Net Assets$2,341,526$43,971▼ $2,297,555
Total Net Assets Fund Balance$3,859,401$2,553,993▼ $1,305,408
Total Liabilities and Net Assets / Fund Balance$13,699,530$12,850,017▼ $849,513

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,311,131$1,190,066$6,501,197
Equipment$396,739$1,648,903$2,045,642
Land$1,218,000-$1,218,000
Other Land Buildings$143,886$151,948$295,834
Leasehold Improvements$5,892$1,792$7,684
Other Assets Org$75,397--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lee SchulzPresident/CEOFT$226,000$42,482$268,482
Tracy ThomasControllerFT$114,301$9,728$124,029
Wendy HuotDirector of FinanceFT$117,935$3,952$121,887

Board Members and Trustees

NameTitle
Mike LipscombChair
Amy KirklandDirector
Anne CarrollDirector
Catherine BulgrinDirector
Dean MullerDirector
Jason OstrowskiDirector
Jerry MccloskeyDirector
Jesse WaukauDirector
Judith MurphyDirector
Judy HaugslandDirector
Kevin RonnieDirector
Lee Za OngDirector
Martha ValerioDirector
Ron JodatDirector
Roxan PerezDirector
Tom RaveDirector
Beth SchumakerSecretary
John LauberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,043,972
Program Service Revenue
$28,880,063
Investment Income
$3,998
Other Revenue
$218,045
All Other Contributions
$135,089
Change in Net Assets
$-1,380,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$28,241,190
Other Expenses$2,993,581
Grants and Similar Amounts Paid$291,600
Total Fundraising Expense$276,927
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$22,740,193$1,030,030$97,522$23,867,745
Payroll Taxes$2,049,822$108,686$15,216$2,173,724
Other Employee Benefits$1,200,590$275,555$9,704$1,485,849
Occupancy$252,658$303,218$7,219$563,095
Fees for Services Other$95,414$425,139-$520,553
Office Expenses$399,720$20,317$2,844$422,881
Current Officers, Directors, Trustees, and Key Employees$128,066$182,997$79,306$390,369
Pension Plan Contributions$262,916$59,026$1,561$323,503
Depreciation Depletion$134,821$168,571$3,852$307,244
Grants to Domestic Orgs$291,600--$291,600
Fees for Services Legal-$193,875-$193,875
Insurance$137,360$27,472$18,315$183,147
Information Technology$130,131$24,611$16,138$170,880
Travel$142,042$7,531$1,054$150,627
Advertising-$120,972$23,388$144,360
Fees for Services Accounting-$44,175-$44,175
All Other Expenses$33,536$2,323-$35,859
Payments to Affiliates$32,952--$32,952
Conferences and Meetings$24,692$4,005$183$28,880
Other Expenses$0$26,223$214$26,223
Total Functional Expenses$28,140,776$3,108,668$276,927$31,526,371
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Independencefirst Foundation IncMilwaukee, WI501(c)(3)Building Reserve Fund$291,600
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,838
Fundraising Gross Income$2,785
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
Julie SchulzFamily Member of Lee Schulz, President/ceoEmployment ArrangementNo$80,074
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Third-party Pas Payer Settlements$467,596
Interest Rate Swap Instrument$148,212
Investment in Im Design Consortium, LLC$78,740
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The prepared form 990 is reviewed by the members of the governing body before the return is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Annually all directors and officers complete and sign a statement that provides information regarding their interests and those of their family members that could give rise to conflicts. The members of the governing body make determinations of whether a conflict exists and review actual conflicts. Any person with a conflict is prohibited from participating in the governing body's deliberations and decisions in the transaction.”

Form 990, Part VI, Section B, Line 15A

“The executive committee, comprised of officers of the governing body, review and determine officer compensation annually. Compensation guides are reviewed. Also, there are goals related to the organization's financial and program performance that are reviewed. All employees are reviewed annually by their immediate supervisor.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. The organization's annual report is available to the public on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Independencefirst Inc
EIN
39-1343425
Phone
4142917520
Address
540 S 1ST ST, MILWAUKEE, WI 53204-1605

Signing Officer

Name
Lee Schulz
Title
President/CEO
Phone
4142917520
Signed
2017-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Schulz
Formed
1979
Legal Domicile
Wi
Voting Board Members
18
Independent Board Members
18
Employees
2,131
Volunteers
90

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Jenny Tarkowski CPA
Phone
6082747020
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Gain on interest rate swap instrument 69,227. Change in provision for unrelated business income taxes 6,873. Loss in im design consortium, llc -3,381.”

Raw XML AppendixShowing 400 of 761 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.

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IRS990/ActivityOrMissionDesc0INDEPENDENCEFIRST IS A NON-PROFIT 501(C)(3) INDEPENDENT LIVING CENTER (ILC) DIRECTED AND CONTROLLED BY PERSONS WITH DISABILITIES, PRIMARILY SERVING THE FOUR COUNTY METROPOLITAN MILWAUKEE AREA. OUR MISSION IS TO EFFECTIVELY FACILITATE EMPOWERMENT OF INDIVIDUALS WITH DISABILITIES THROUGH: EDUCATION, ADVOCACY, INDEPENDENT LIVING SERVICES, AND COALITION BUILDING. INDEPENDENCEFIRST PROMOTES DIVERSITY AND MULTICULTURAL PARTICIPATION IN ITS OPERATIONS AND SERVICES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt20CONTROLLER
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IRS990/FundraisingDirectExpensesAmt013838
IRS990/FundraisingGrossIncomeAmt02785
IRS990/GamingActivitiesInd00
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IRS990/GrantAmt0266756
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt0291600
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossSalesOfInventoryAmt0335289
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt024611
IRS990/InformationTechnologyGrp/ProgramServicesAmt0130131
IRS990/InformationTechnologyGrp/TotalAmt0170880
IRS990/InsuranceGrp/FundraisingAmt018315
IRS990/InsuranceGrp/ManagementAndGeneralAmt027472
IRS990/InsuranceGrp/ProgramServicesAmt0137360
IRS990/InsuranceGrp/TotalAmt0183147
IRS990/IntangibleAssetsGrp/BOYAmt0149512
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0305747
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0312195
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03998
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt05821
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt07354631
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IRS990/LandBldgEquipCostOrOtherBssAmt010068357
IRS990/LegalDomicileStateCd0WI
IRS990/LessRentalExpensesGrp/RealAmt0260320
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0INDEPENDENCEFIRST IS A NON-PROFIT 501(C)(3) INDEPENDENT LIVING CENTER (ILC) DIRECTED AND CONTROLLED BY PERSONS WITH DISABILITIES, PRIMARILY SERVING THE FOUR COUNTY METROPOLITAN MILWAUKEE AREA. OUR MISSION IS TO EFFECTIVELY FACILITATE EMPOWERMENT OF INDIVIDUALS WITH DISABILITIES THROUGH: EDUCATION, ADVOCACY, INDEPENDENT LIVING SERVICES, AND COALITION BUILDING. INDEPENDENCEFIRST PROMOTES DIVERSITY AND MULTICULTURAL PARTICIPATION IN ITS OPERATIONS AND SERVICES.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0258502
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0258502
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IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-81404
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IRS990/OccupancyGrp/ProgramServicesAmt0252658
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IRS990/OfficeExpensesGrp/FundraisingAmt02844
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020317
IRS990/OfficeExpensesGrp/ProgramServicesAmt0399720
IRS990/OfficeExpensesGrp/TotalAmt0422881
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IRS990/OperateHospitalInd00
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0275555
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01200590
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01485849
IRS990/OtherExpensesGrp/Desc0BAD DEBT
IRS990/OtherExpensesGrp/Desc1BOOKS AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP DUES
IRS990/OtherExpensesGrp/Desc3LICENSES AND FEES
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IRS990/OtherExpensesGrp/FundraisingAmt1214
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt079474
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12936
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21532
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt326223
IRS990/OtherExpensesGrp/ProgramServicesAmt055379
IRS990/OtherExpensesGrp/ProgramServicesAmt128884
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IRS990/OtherExpensesGrp/TotalAmt158726
IRS990/OtherExpensesGrp/TotalAmt230630
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0108686
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt059026
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0262916
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IRS990/ProgramServiceRevenueGrp/BusinessCd2624120

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,850,017
Liabilities
$10,296,024
Net assets
$2,553,993
Revenue
$30,146,078
Expenses
$31,526,371
Net income
-$1,380,293
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
2016Detailed filing. Detailed filing 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
2013Summary only. Only limited summary 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