Civic Intelligence

Independence First Inc.

990 • Fiscal year 2014 • EIN 39-1343425

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

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

79th percentile

0.66x

Higher debt load relative to assets than 79% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.29x

Higher debt load relative to revenue than 47% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

28th percentile

-0.8%

Higher net margin than 28% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

77th percentile

$405,696

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

20th percentile

-2.2%

Faster asset growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-2.0%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$15,186,239

Down $339,488 (-2.2%) from 2013

Net Assets

Down

$5,231,292

Down $428,165 (-7.6%) from 2013

Liabilities

Up

$9,954,947

Up $88,677 (+0.9%) from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin28th percentile

Revenue

Down

$34,424,086

Down $712,468 (-2.0%) from 2013

Expenses

Down

$34,703,444

Down $15,248,018 (-31%) from 2013

Net Income

Up

-$279,358

Up $14,535,550 (+98%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2014

Assets$15,186,239
Liabilities$9,954,947
Net Assets$5,231,292
Open 2014 Filing

Operations Trend

Revenue Growth28th 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

2014

Revenue$34,424,086
Expenses$34,703,444
Net Income-$279,358
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$34,889,713
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$8,123,406$7,725,870▼ $397,536
Cash and Non-Interest-Bearing Accounts$2,493,793$3,370,564▲ $876,771
Accounts Receivable$3,199,089$2,480,748▼ $718,341
Savings and Temporary Cash Investments$745,519$862,206▲ $116,687
Inventories for Sale or Use$347,878$307,477▼ $40,401
Intangible Assets$199,656$177,611▼ $22,045
Other Notes and Loans Receivable, Net$156,260$145,387▼ $10,873
Prepaid Expenses and Deferred Charges$160,341$126,038▼ $34,303
Investments in Publicly Traded Securities$3,219$4,287▲ $1,068
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related$-76,094$-76,114▼ $20
Total Assets$15,525,727$15,186,239▼ $339,488
Other Assets Total$172,660$62,165▼ $110,495
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,760,000$7,760,000→ $0
Accounts Payable and Accrued Expenses$1,755,996$1,900,086▲ $144,090
Other Liabilities$163,264$192,773▲ $29,509
Deferred Revenue$187,010$102,088▼ $84,922
Total Liabilities$9,866,270$9,954,947▲ $88,677
Net Assets / Fund Balance
Unrestricted Net Assets$5,561,330$5,056,498▼ $504,832
Temporarily Rstr Net Assets$98,127$174,794▲ $76,667
Total Net Assets Fund Balance$5,659,457$5,231,292▼ $428,165
Total Liabilities and Net Assets / Fund Balance$15,525,727$15,186,239▼ $339,488

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$3,079,735$496,303$3,576,038
Buildings$2,910,565$255,979$3,166,544
Other Land Buildings$504,371$1,372,057$1,876,428
Land$1,218,000-$1,218,000
Equipment$13,199$47,200$60,399
Investment Program Related Org$-76,114--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lee SchulzCEO/PresidentFT$198,772$206,924$405,696
Wendy HuotDirector of FinanceFT$112,692$3,820$116,512
Robert DavisDirector-$1-$1

Board Members and Trustees

NameTitle
John SchmidChair
Judy MurphyVice Chair
Dean MullerDirector
Felisa ParrisDirector
Gwen JacksonDirector
Jerry MccloskeyDirector
John LauberDirector
Leeza OngDirector
Martha ValerioDirector
Michael LipscombDirector
Ron JodatDirector
Thomas GouletDirector
Judi WislaSecretary
Paul WierzbaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,212,669
Program Service Revenue
$32,940,465
Investment Income
$3,178
Other Revenue
$267,774
All Other Contributions
$498,667
Change in Net Assets
$-279,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$31,465,364
Other Expenses$3,043,680
Total Fundraising Expense$405,539
Grants and Similar Amounts Paid$194,400
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$25,014,505$1,441,604$240,268$26,696,377
Payroll Taxes$2,604,273$150,086$25,014$2,779,373
Other Employee Benefits$1,094,929$63,102$10,517$1,168,548
Fees for Services Other$425,309$172,835$8,740$606,884
Depreciation Depletion$193,579$248,179$9,476$451,234
Pension Plan Contributions$422,225$24,333$4,056$450,614
Office Expenses$401,576$23,143$3,857$428,576
Current Officers, Directors, Trustees, and Key Employees$347,114$20,004$3,334$370,452
Occupancy$143,874$184,455$7,043$335,372
Grants to Domestic Orgs$194,400--$194,400
Travel$165,428$9,534$1,589$176,551
Interest$73,698$94,485$3,607$171,790
Insurance$152,586$8,794$1,465$162,845
Advertising$41,501-$84,964$126,465
All Other Expenses$119,622$3,945$657$124,224
Fees for Services Legal-$95,949$109$96,058
Fees for Services Accounting-$51,500-$51,500
Other Expenses$24,183$8,742$255$33,180
Information Technology$29,417--$29,417
Fees for Services Lobbying-$25-$25
Total Functional Expenses$31,556,245$2,741,660$405,539$34,703,444
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Independence First FoundationMilwaukee, WI501(c)(3)Building Reserve Fund$194,400
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$73,428
Fundraising Direct Expenses$63,455
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Night for Independence$60,647$60,647$52,272$8,375
Stride&Glide$12,781$12,781$11,183$1,598
Total Events$73,428$73,428$63,455$9,973
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
Julie SchulzDirectorSalaryNo$49,089

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
Swap Product$192,773
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 board of directors reviews the Form 990 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

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

Signing Officer

Name
Lee Schulz
Title
CEO/President
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Schmid
Formed
1979
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
2,400
Volunteers
131

Preparer

Firm
Ritz Holman LLP
Address
330 E Kilbourn Ste 550, Milwaukee, WI 53202-3144
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, building rental, and other services. OTHER PROGRAM SERVICES 5: Wisloan and Telework - Both 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 to the 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, 2014, the Organization had a cumulative unrelated business net operating loss of approximately $22,467. The Organization has determined that it is likely that the net operating loss will be realized and, therefore, has recognized a deferred tax asset $3,370.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, 2014, 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 2011 and the state jurisdiction for years prior to 2010.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO/President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Dir of Finance
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IRS990/PayrollTaxesGrp/TotalAmt02779373

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,186,239
Liabilities
$9,954,947
Net assets
$5,231,292
Revenue
$34,424,086
Expenses
$34,703,444
Net income
-$279,358
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
2014Detailed filing. Detailed filing 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