Civic Intelligence

Independence First Inc.

990 • Fiscal year 2018 • EIN 39-1343425

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 25, 2019

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

90th percentile

0.91x

Higher debt load relative to assets than 90% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.34x

Higher debt load relative to revenue than 54% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

23rd percentile

-2.9%

Higher net margin than 23% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

67th percentile

$328,518

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

11th percentile

-8.1%

Faster asset growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

28th percentile

-2.1%

Faster revenue growth than 28% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$10,872,537

Down $953,110 (-8.1%) from 2017

Net Assets

Down

$997,894

Down $844,372 (-46%) from 2017

Liabilities

Down

$9,874,643

Down $108,738 (-1.1%) from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin23rd percentile

Revenue

Down

$29,267,673

Down $617,433 (-2.1%) from 2017

Expenses

Down

$30,113,461

Down $621,013 (-2.0%) from 2017

Net Income

Up

-$845,788

Up $3,580 (+0.4%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2018

Assets$10,872,537
Liabilities$9,874,643
Net Assets$997,894
Open 2018 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

2018

Revenue$29,267,673
Expenses$30,113,461
Net Income-$845,788
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 25, 2019
Return Version
2018v3.1
Gross Receipts
$29,931,254
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, inc. Is a non-profit independent living center for persons with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,842,168$6,516,307▼ $325,861
Accounts Receivable$2,209,818$2,585,149▲ $375,331
Savings and Temporary Cash Investments$821,871$828,316▲ $6,445
Cash and Non-Interest-Bearing Accounts$1,086,215$672,680▼ $413,535
Prepaid Expenses and Deferred Charges$255,032$120,130▼ $134,902
Investments in Publicly Traded Securities$10,959$29,470▲ $18,511
Inventories for Sale or Use$278,018$17,930▼ $260,088
Other Notes and Loans Receivable, Net$132,220$4,560▼ $127,660
Total Assets$11,825,647$10,872,537▼ $953,110
Other Assets Total$189,346$97,995▼ $91,351
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,619,688$7,624,288▲ $4,600
Accounts Payable and Accrued Expenses$1,848,806$1,771,385▼ $77,421
Other Liabilities$444,061$281,777▼ $162,284
Escrow Account Liability-$156,782-
Deferred Revenue$70,826$40,411▼ $30,415
Total Liabilities$9,983,381$9,874,643▼ $108,738
Net Assets / Fund Balance
Unrestricted Net Assets$1,771,391$905,860▼ $865,531
Temporarily Rstr Net Assets$70,875$92,034▲ $21,159
Total Net Assets Fund Balance$1,842,266$997,894▼ $844,372
Total Liabilities and Net Assets / Fund Balance$11,825,647$10,872,537▼ $953,110

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,761,403$1,629,950$6,391,353
Equipment$428,643$1,861,223$2,289,866
Land$1,218,000-$1,218,000
Other Land Buildings$103,394$200,000$303,394
Leasehold Improvements$4,867$2,817$7,684
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lee SchulzPresident/CEOFT$65,496$263,022$328,518
Deb LanghamChief Operating OfficerFT$139,450$12,896$152,346
Wendy HuotDirector of Business ServicesFT$126,016$18,407$144,423
Brenda DukeVice President of Human ReFT$126,181$10,500$136,681
Tracy ThomasControllerFT$117,574$11,154$128,728

Board Members and Trustees

NameTitle
Mike LipscombChair
Anne CarrollDirector
Billie TorrenttDirector
Catherine BulgrinDirector
Dean MullerDirector
Jason OstrowskiDirector
Jerry MccloskeyDirector
Jesse WaukauDirector
Judy HaugslandDirector
Karen HuntDirector
Kevin RonnieDirector
Ron JodatDirector
Scott LuberDirector
Tom RaveDirector
Beth SchumacherSecretary
John LauberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,875,545
Program Service Revenue
$27,400,861
Investment Income
$7,198
Other Revenue
$-15,931
All Other Contributions
$205,635
Change in Net Assets
$-845,788
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$27,083,749
Other Expenses$2,724,962
Total Fundraising Expense$395,270
Grants and Similar Amounts Paid$304,750
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$20,715,051$1,842,961$186,170$22,744,182
Payroll Taxes$1,752,577$177,502$24,901$1,954,980
Other Employee Benefits$1,618,775$150,880$16,446$1,786,101
Occupancy$272,029$249,084$6,074$527,187
Current Officers, Directors, Trustees, and Key Employees$118,236$236,472$118,233$472,941
Fees for Services Other$46,647$383,514-$430,161
Office Expenses$356,369$35,402$5,009$396,780
Depreciation Depletion$140,280$178,529$4,033$322,842
Grants to Domestic Orgs$304,750--$304,750
Advertising-$201,411$149$201,560
Insurance$134,254$26,787$17,965$179,006
Information Technology$110,714$20,562$12,915$144,191
Travel$121,782$12,284$1,781$135,847
Pension Plan Contributions$116,759$8,736$50$125,545
Fees for Services Legal-$75,822-$75,822
Conferences and Meetings$46,843$6,229$156$53,228
Fees for Services Accounting-$44,341-$44,341
Other Expenses$24,696$2,501$351$27,548
Payments to Affiliates$24,831--$24,831
All Other Expenses$393--$393
Total Functional Expenses$25,987,200$3,730,991$395,270$30,113,461
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Independencefirst Foundation IncMilwaukee, WI501(c)(3)Building Reserve Fund and General Grants$304,750
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$40,011
Fundraising Gross Income$14,877
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Empower Lunch$29,361$12,500$10,760$1,740
Stride & Glide$15,970$2,377$10,884$-8,507
Total Events$45,331$14,877$40,011$-25,134
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$62,230
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Third-party Pas Payer Settlements$257,281
Deferred Compensation Obligation$24,496
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 were made available to the public upon request. The organization's annual report was 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
Marcia Boucher
Title
President/CEO
Phone
4142917520
Signed
2019-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcia Boucher
Formed
1979
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
16
Employees
1,882
Volunteers
95

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PLACE SUITE 300, MADISON, WI 53713-3074
Preparer
Jenny Tarkowski CPA
Phone
6082747020
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“The rep payee program was started during the year. The organization's rep payee program works with individuals who receive social security compensation to help them with financial management. Social security payments are deposited into a checking account maintained by the organization and funds for living expenses are distributed monthly, twice a month, or weekly depending on the individual's needs.”

FORM 990, PART XI, LINE 9:

“Gain on interest rate swap instrument 64,460. Loss on disposal of property -62,183. Loss in im design consortium, llc -861.”

Financial Statement Notes

PART IV, LINE 1B:

“The organization's rep payee program works with individuals who receive social security compensation to help them with financial management. Social security payments are deposited into a checking account maintained by the organization and funds for living expenses are distributed monthly, twice a month, or weekly depending on the individual's needs.”

Raw XML AppendixShowing 400 of 792 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/Desc0PERSONAL ASSISTANCE SERVICES PROVIDE PERSONAL CARE SERVICES AT HOME FOR INDIVIDUALS WITH DISABILITIES WITH RN SUPERVISION AND CASE MANAGEMENT FOR PARTICIPANTS. THESE SERVICES ASSIST PERSONS WITH DISABILITIES TO REMAIN INDEPENDENT IN THE COMMUNITY RATHER THAN BE FORCED TO MOVE INTO AN INSTITUTIONAL SETTING.
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IRS990/Form990PartVIISectionAGrp/PersonNm8RON JODAT
IRS990/Form990PartVIISectionAGrp/PersonNm9KAREN HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm10KEVIN RONNIE
IRS990/Form990PartVIISectionAGrp/PersonNm11SCOTT LUBER
IRS990/Form990PartVIISectionAGrp/PersonNm12JASON OSTROWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm13BILLIE TORRENTT
IRS990/Form990PartVIISectionAGrp/PersonNm14TOM RAVE
IRS990/Form990PartVIISectionAGrp/PersonNm15JESSE WAUKAU
IRS990/Form990PartVIISectionAGrp/PersonNm16LEE SCHULZ
IRS990/Form990PartVIISectionAGrp/PersonNm17WENDY HUOT
IRS990/Form990PartVIISectionAGrp/PersonNm18TRACY THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm19DEB LANGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm20BRENDA DUKE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16313195
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17126016
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18117574
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19139450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20126181
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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
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/TitleTxt16PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF BUSINESS SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt18CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE PRESIDENT OF HUMAN RE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt030454
IRS990/FundraisingDirectExpensesAmt040011
IRS990/FundraisingGrossIncomeAmt014877
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt0764681
IRS990/GrantAmt0243697
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0304750
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0304750
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt029931254
IRS990/GrossRentsGrp/RealAmt0170220
IRS990/GrossSalesOfInventoryAmt0378165
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt012915
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt020562
IRS990/InformationTechnologyGrp/ProgramServicesAmt0110714
IRS990/InformationTechnologyGrp/TotalAmt0144191
IRS990/InsuranceGrp/FundraisingAmt017965
IRS990/InsuranceGrp/ManagementAndGeneralAmt026787
IRS990/InsuranceGrp/ProgramServicesAmt0134254
IRS990/InsuranceGrp/TotalAmt0179006
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0278018
IRS990/InventoriesForSaleOrUseGrp/EOYAmt017930
IRS990/InvestmentIncomeGrp/ExclusionAmt07198
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07198
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010959
IRS990/InvestmentsPubTradedSecGrp/EOYAmt029470
IRS990/IRPDocumentCnt048
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03693990
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06842168
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06516307
IRS990/LandBldgEquipCostOrOtherBssAmt010210297
IRS990/LegalDomicileStateCd0WI
IRS990/LessRentalExpensesGrp/RealAmt0274356
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF INDEPENDENCEFIRST IS TO EFFECTIVELY FACILITATE EMPOWERMENT OF INDIVIDUALS WITH DISABILITIES THROUGH THE CORE SERVICES OF:- ADVOCACY- INDEPENDENT LIVING SKILLS- INFORMATION AND REFERRAL- PEER SUPPORT- TRANSITION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt07619688
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt07624288
IRS990/NetAssetsOrFundBalancesBOYAmt01842266
IRS990/NetAssetsOrFundBalancesEOYAmt0997894
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-25134
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-25134
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt028951
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt028951
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-104136
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-104136
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06074
IRS990/OccupancyGrp/ManagementAndGeneralAmt0249084
IRS990/OccupancyGrp/ProgramServicesAmt0272029
IRS990/OccupancyGrp/TotalAmt0527187
IRS990/OfficeExpensesGrp/FundraisingAmt05009
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt035402
IRS990/OfficeExpensesGrp/ProgramServicesAmt0356369
IRS990/OfficeExpensesGrp/TotalAmt0396780
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0189346
IRS990/OtherAssetsTotalGrp/EOYAmt097995
IRS990/OtherChangesInNetAssetsAmt01416
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt016446
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0150880
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01618775
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01786101
IRS990/OtherExpensesGrp/Desc0BOOKS AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2LICENSES AND FEES
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP DUES
IRS990/OtherExpensesGrp/FundraisingAmt01037
IRS990/OtherExpensesGrp/FundraisingAmt1351
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07124
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt150582
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt220268
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32501
IRS990/OtherExpensesGrp/ProgramServicesAmt070665
IRS990/OtherExpensesGrp/ProgramServicesAmt111549
IRS990/OtherExpensesGrp/ProgramServicesAmt224696
IRS990/OtherExpensesGrp/TotalAmt078826
IRS990/OtherExpensesGrp/TotalAmt150582
IRS990/OtherExpensesGrp/TotalAmt231817
IRS990/OtherExpensesGrp/TotalAmt327548
IRS990/OtherLiabilitiesGrp/BOYAmt0444061
IRS990/OtherLiabilitiesGrp/EOYAmt0281777
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0RECOVERY OF BAD DEBT
IRS990/OtherRevenueMiscGrp/ExclusionAmt084388
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt084388
IRS990/OtherRevenueTotalAmt084388
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0186170
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01842961
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt020715051
IRS990/OtherSalariesAndWagesGrp/TotalAmt022744182
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0132220
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt04560
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt024831
IRS990/PaymentsToAffiliatesGrp/TotalAmt024831
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt024901
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0177502
IRS990/PayrollTaxesGrp/ProgramServicesAmt01752577
IRS990/PayrollTaxesGrp/TotalAmt01954980
IRS990/PensionPlanContributionsGrp/FundraisingAmt050
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08736
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0116759
IRS990/PensionPlanContributionsGrp/TotalAmt0125545
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0255032
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0120130
IRS990/PrincipalOfficerNm0MARCIA BOUCHER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624120
IRS990/ProgramServiceRevenueGrp/BusinessCd1624120
IRS990/ProgramServiceRevenueGrp/BusinessCd2624120
IRS990/ProgramServiceRevenueGrp/BusinessCd3624120
IRS990/ProgramServiceRevenueGrp/Desc0PERSONAL ASSISTANCE SERVICES

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,872,537
Liabilities
$9,874,643
Net assets
$997,894
Revenue
$29,267,673
Expenses
$30,113,461
Net income
-$845,788
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
2018Detailed filing. Detailed filing 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
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