Civic Intelligence

Independence First Inc.

990 • Fiscal year 2015 • EIN 39-1343425

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

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

82nd percentile

0.72x

Higher debt load relative to assets than 82% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

49th percentile

0.32x

Higher debt load relative to revenue than 49% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

19th percentile

-4.5%

Higher net margin than 19% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

54th percentile

$262,457

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

8th percentile

-9.8%

Faster asset growth than 8% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

17th percentile

-11%

Faster revenue growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$13,699,530

Down $1,486,709 (-9.8%) from 2014

Net Assets

Down

$3,859,401

Down $1,371,891 (-26%) from 2014

Liabilities

Down

$9,840,129

Down $114,818 (-1.2%) from 2014

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin19th percentile

Revenue

Down

$30,781,183

Down $3,642,903 (-11%) from 2014

Expenses

Down

$32,172,620

Down $2,530,824 (-7.3%) from 2014

Net Income

Down

-$1,391,437

Down $1,112,079 (-398%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2015

Assets$13,699,530
Liabilities$9,840,129
Net Assets$3,859,401
Open 2015 Filing

Operations Trend

Revenue Growth17th 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

2015

Revenue$30,781,183
Expenses$32,172,620
Net Income-$1,391,437
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.1
Gross Receipts
$31,419,536
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,725,870$7,354,631▼ $371,239
Cash and Non-Interest-Bearing Accounts$3,370,564$2,359,144▼ $1,011,420
Accounts Receivable$2,480,748$1,096,484▼ $1,384,264
Savings and Temporary Cash Investments$804,923$850,280▲ $45,357
Inventories for Sale or Use$307,477$305,747▼ $1,730
Intangible Assets$177,611$149,512▼ $28,099
Other Notes and Loans Receivable, Net$145,387$143,189▼ $2,198
Prepaid Expenses and Deferred Charges$126,038$98,393▼ $27,645
Investments in Publicly Traded Securities$4,287$4,961▲ $674
Investments Program Related$-76,114--
Total Assets$15,186,239$13,699,530▼ $1,486,709
Other Assets Total$119,448$1,337,189▲ $1,217,741
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,760,000$7,760,000→ $0
Accounts Payable and Accrued Expenses$1,900,086$1,773,121▼ $126,965
Other Liabilities$192,773$292,797▲ $100,024
Deferred Revenue$102,088$14,211▼ $87,877
Total Liabilities$9,954,947$9,840,129▼ $114,818
Net Assets / Fund Balance
Temporarily Rstr Net Assets$174,794$2,341,526▲ $2,166,732
Unrestricted Net Assets$5,056,498$1,517,875▼ $3,538,623
Total Net Assets Fund Balance$5,231,292$3,859,401▼ $1,371,891
Total Liabilities and Net Assets / Fund Balance$15,186,239$13,699,530▼ $1,486,709

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,548,441$942,956$6,491,397
Equipment$408,376$1,538,020$1,946,396
Land$1,218,000-$1,218,000
Other Land Buildings$173,410$122,424$295,834
Leasehold Improvements$6,404$1,280$7,684
Other Assets Org$65,257--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lee SchulzPresident/CEOFT$217,934$44,523$262,457
Tracy ThomasControllerFT$109,721$15,720$125,441
Wendy HuotDirector of FinanceFT$113,594$5,889$119,483

Board Members and Trustees

NameTitle
Mike LipscombChair
Judy MurphyVice Chair
Anne CarrollDirector
Beth SchumacherDirector
Catherine BulgrinDirector
Dean MullerDirector
Felisa ParisDirector
Jason OstrowskiDirector
Jerry MccloskeyDirector
John SchmidDirector
Judi WislaDirector
Judy HaugslandDirector
Kevin RonnieDirector
Lee Za OngDirector
Ron JodatDirector
Roxan PerezDirector
John LauberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$954,665
Program Service Revenue
$29,949,338
Investment Income
$1,870
Other Revenue
$-124,690
All Other Contributions
$369,918
Change in Net Assets
$-1,391,437
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$29,013,616
Other Expenses$2,867,404
Total Fundraising Expense$396,147
Grants and Similar Amounts Paid$291,600
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$23,321,065$1,074,365$108,098$24,503,528
Payroll Taxes$2,262,511$119,963$16,795$2,399,269
Other Employee Benefits$1,077,242$340,430$32,742$1,450,414
Occupancy$310,855$191,182$11,849$513,886
Office Expenses$425,480$21,635$3,029$450,144
Fees for Services Other$165,914$246,446$615$412,975
Depreciation Depletion$208,324$172,871$7,941$389,136
Current Officers, Directors, Trustees, and Key Employees$125,356$179,022$77,562$381,940
Grants to Domestic Orgs$291,600--$291,600
Pension Plan Contributions$212,903$61,983$3,579$278,465
Travel$172,399$9,141$1,280$182,820
Insurance$133,672$26,734$17,823$178,229
Information Technology$132,400$26,480$17,653$176,533
Advertising-$38,091$96,385$134,476
Fees for Services Legal-$105,871-$105,871
Conferences and Meetings$35,367$34,591$248$70,206
All Other Expenses$38,129$5,828-$43,957
Payments to Affiliates$37,039--$37,039
Other Expenses$26,695$1,415$198$28,308
Fees for Services Accounting-$450-$450
Total Functional Expenses$29,089,069$2,687,404$396,147$32,172,620
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$7,054
Fundraising Gross Income$2,990
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$55,313
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Interest Rate Swap Instrument$217,438
Investment in Im Design Consortium, LLC$75,359
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 11

“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
2016-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Schulz
Formed
1979
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
2,192
Volunteers
96

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:

“Loss on interest rate swap instrument -24,665. Change in provision for unrelated business income taxes 43,562.”

Raw XML AppendixShowing 400 of 742 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17217934
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18113594
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19109721
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
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/TitleTxt17PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt19CONTROLLER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt04680
IRS990/FundraisingDirectExpensesAmt07054
IRS990/FundraisingGrossIncomeAmt02990
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt0527748
IRS990/GrantAmt0268097
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0291600
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0291600
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt031419536
IRS990/GrossRentsGrp/RealAmt0232204
IRS990/GrossSalesOfInventoryAmt0278469
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt017653
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt026480
IRS990/InformationTechnologyGrp/ProgramServicesAmt0132400
IRS990/InformationTechnologyGrp/TotalAmt0176533
IRS990/InsuranceGrp/FundraisingAmt017823
IRS990/InsuranceGrp/ManagementAndGeneralAmt026734
IRS990/InsuranceGrp/ProgramServicesAmt0133672
IRS990/InsuranceGrp/TotalAmt0178229
IRS990/IntangibleAssetsGrp/BOYAmt0177611
IRS990/IntangibleAssetsGrp/EOYAmt0149512
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0307477
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0305747
IRS990/InvestmentIncomeGrp/ExclusionAmt01870
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01870
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0-76114
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04287
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04961
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02604680
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07725870
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07354631
IRS990/LandBldgEquipCostOrOtherBssAmt09959311
IRS990/LegalDomicileStateCd0WI
IRS990/LessRentalExpensesGrp/RealAmt0545087
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR MISSION IS TO EFFECTIVELY FACILITATE EMPOWERMENT OF INDIVIDUALS WITH DISABILITIES THROUGH EDUCATION, ADVOCACY, INDEPENDENT LIVING SERVICES, AND COALITION BUILDING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt07760000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt07760000
IRS990/NetAssetsOrFundBalancesBOYAmt05231292
IRS990/NetAssetsOrFundBalancesEOYAmt03859401
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-4064
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-4064
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0192257
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0192257
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-312883
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-312883
IRS990/NetUnrelatedBusTxblIncmAmt0-313831
IRS990/NetUnrlzdGainsLossesInvstAmt0649
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt011849
IRS990/OccupancyGrp/ManagementAndGeneralAmt0191182
IRS990/OccupancyGrp/ProgramServicesAmt0310855
IRS990/OccupancyGrp/TotalAmt0513886
IRS990/OfficeExpensesGrp/FundraisingAmt03029
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021635
IRS990/OfficeExpensesGrp/ProgramServicesAmt0425480
IRS990/OfficeExpensesGrp/TotalAmt0450144
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0119448
IRS990/OtherAssetsTotalGrp/EOYAmt01337189
IRS990/OtherChangesInNetAssetsAmt018897
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt032742
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0340430
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01077242
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01450414
IRS990/OtherExpensesGrp/Desc0BAD DEBT
IRS990/OtherExpensesGrp/Desc1BOOKS AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2LICENSES AND FEES
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP DUES
IRS990/OtherExpensesGrp/FundraisingAmt0350
IRS990/OtherExpensesGrp/FundraisingAmt1198
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12498
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt228385
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31415
IRS990/OtherExpensesGrp/ProgramServicesAmt065000
IRS990/OtherExpensesGrp/ProgramServicesAmt147118
IRS990/OtherExpensesGrp/ProgramServicesAmt226695
IRS990/OtherExpensesGrp/TotalAmt065023
IRS990/OtherExpensesGrp/TotalAmt149966
IRS990/OtherExpensesGrp/TotalAmt228385
IRS990/OtherExpensesGrp/TotalAmt328308
IRS990/OtherLiabilitiesGrp/BOYAmt0192773
IRS990/OtherLiabilitiesGrp/EOYAmt0292797
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0108098
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01074365
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt023321065
IRS990/OtherSalariesAndWagesGrp/TotalAmt024503528
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0145387
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0143189
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt037039
IRS990/PaymentsToAffiliatesGrp/TotalAmt037039
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt016795
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0119963
IRS990/PayrollTaxesGrp/ProgramServicesAmt02262511
IRS990/PayrollTaxesGrp/TotalAmt02399269
IRS990/PensionPlanContributionsGrp/FundraisingAmt03579
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt061983
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0212903
IRS990/PensionPlanContributionsGrp/TotalAmt0278465
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0126038
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt098393
IRS990/PrincipalOfficerNm0LEE SCHULZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624120
IRS990/ProgramServiceRevenueGrp/BusinessCd1624120
IRS990/ProgramServiceRevenueGrp/BusinessCd2624120
IRS990/ProgramServiceRevenueGrp/BusinessCd3561311
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0PERSONAL ASSISTANCE SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1INDEPENDENT LIVING SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2BENEFITS SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3EMPLOYMENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc4OTHER PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt029544170
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1163531
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2121070
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt363079
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt453500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029544170
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1163531

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,699,530
Liabilities
$9,840,129
Net assets
$3,859,401
Revenue
$30,781,183
Expenses
$32,172,620
Net income
-$1,391,437
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
2015Detailed filing. Detailed filing 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