Civic Intelligence

Independence First Inc.

990 • Fiscal year 2021 • EIN 39-1343425

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

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

51st percentile

0.22x

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.14x

Higher debt load relative to revenue than 33% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

37th percentile

6.2%

Higher net margin than 37% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

45th percentile

$225,617

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

40th percentile

7.0%

Faster asset growth than 40% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-19%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$17,159,948

Up $1,125,151 (+7.0%) from 2020

Net Assets

Up

$13,308,121

Up $1,979,997 (+17%) from 2020

Liabilities

Down

$3,851,827

Down $854,846 (-18%) from 2020

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin37th percentile

Revenue

Down

$27,006,891

Down $6,417,818 (-19%) from 2020

Expenses

Down

$25,342,992

Down $2,153,560 (-7.8%) from 2020

Net Income

Down

$1,663,899

Down $4,264,258 (-72%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2021

Assets$17,159,948
Liabilities$3,851,827
Net Assets$13,308,121
Open 2021 Filing

Operations Trend

Revenue Growth11th 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

2021

Revenue$27,006,891
Expenses$25,342,992
Net Income$1,663,899
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.2
Gross Receipts
$27,503,681
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.

Independence first is a non-profit 501c3 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 the core services of advocacy, independent living skills, information and referral, peer support, and transition. Independence first promotes diversity and multicultural participation in its operations and services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,415,868$6,858,062▲ $1,442,194
Land, Buildings, and Equipment, Net$5,784,519$5,910,661▲ $126,142
Accounts Receivable$2,255,848$2,243,671▼ $12,177
Savings and Temporary Cash Investments$700,000$700,000→ $0
Cash and Non-Interest-Bearing Accounts$1,616,277$679,863▼ $936,414
Prepaid Expenses and Deferred Charges$74,226$560,399▲ $486,173
Pledges and Grants Receivable$107,398$129,550▲ $22,152
Other Notes and Loans Receivable, Net$26,431$35,930▲ $9,499
Total Assets$16,034,797$17,159,948▲ $1,125,151
Other Assets Total$54,230$41,812▼ $12,418
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,852,914$2,298,789▼ $554,125
Accounts Payable and Accrued Expenses$1,092,485$992,516▼ $99,969
Other Liabilities$308,423$339,211▲ $30,788
Escrow Account Liability$316,581$0▼ $316,581
Deferred Revenue$136,270$221,311▲ $85,041
Total Liabilities$4,706,673$3,851,827▼ $854,846
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,401,995$10,122,826▲ $1,720,831
Net Assets With Donor Restrictions$2,926,129$3,185,295▲ $259,166
Total Net Assets Fund Balance$11,328,124$13,308,121▲ $1,979,997
Total Liabilities and Net Assets / Fund Balance$16,034,797$17,159,948▲ $1,125,151

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,489,677$2,368,895$6,858,572
Equipment$121,946$1,703,820$1,825,766
Land$1,218,000-$1,218,000
Other Land Buildings$81,038$217,848$298,886
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marcia BoucherPresident/CEOFT$206,472$19,145$225,617
Deb LanghamChief Operating OfficerFT$170,973$17,283$188,256
Wendy HuotDirector of Business ServicesFT$155,793$7,385$163,178
Tracy ThomasControllerFT$126,762$19,539$146,301
Kathleen MeisnerDirector of Independent Living ServicesFT$114,746$18,398$133,144
Jacob NowakInformation Technology DirectorFT$108,057$23,055$131,112
Myra SanchickMarketing & Fund Development DirectorFT$102,234$3,850$106,084

Board Members and Trustees

NameTitle
Scott LuberChair
Billie TorrenttVice Chair
Brad HolzDirector
David FrankDirector
Deanna TillischDirector
James GuckenbergDirector
Joanna WilliamsDirector
John DziewaDirector
Karen HuntDirector
Paul WierzbaDirector
Tiffany WynnDirector
William CrowleyDirector
Kim MarggrafSecretary
Tom RaveTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,920,190
Program Service Revenue
$24,716,150
Investment Income
$378,629
Other Revenue
$-8,078
All Other Contributions
$242,356
Change in Net Assets
$1,663,899
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$23,048,300
Other Expenses$2,294,692
Total Fundraising Expense$375,284
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$17,273,366$1,549,103$263,325$19,085,794
Other Employee Benefits$1,392,470$147,946$21,228$1,561,644
Payroll Taxes$1,215,982$148,851$18,537$1,383,370
Current Officers, Directors, Trustees, and Key Employees-$577,051-$577,051
Fees for Services Other$286,764$183,260-$470,024
Pension Plan Contributions$405,874$28,380$6,187$440,441
Office Expenses$315,891$32,690$4,092$352,673
Information Technology$246,030$49,206$32,804$328,040
Depreciation Depletion$186,643$95,843$3,660$286,146
Occupancy$179,002$83,713$3,510$266,225
Insurance$145,196$29,039$19,360$193,595
Advertising-$178,499$1,914$180,413
Fees for Services Accounting-$48,450-$48,450
Other Expenses$21,752$2,485$327$24,237
Conferences and Meetings$21,521--$21,521
Fees for Service Investment Mgmnt Fees-$19,705-$19,705
Travel$16,098$1,971$245$18,314
Fees for Services Legal-$9,203-$9,203
Payments to Affiliates$6,257$766$95$7,118
Total Functional Expenses$21,734,216$3,233,492$375,284$25,342,992
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Obligation$315,650
Estimated Third-party Pas Payer Settlements$23,561
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
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
Independence First 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
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcia Boucher
Formed
1979
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
1,410
Volunteers
69

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 XI, LINE 9:

“Recovery of bad debt 30,686. Loss on disposal of property -805. Change in value of deferred tax assets -13,378.”

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.”

PART IV, LINE 2B:

“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. The program was terminated in 2021.”

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IRS990/ActivityOrMissionDesc0INDEPENDENCE FIRST IS A NON-PROFIT 501C3 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 THE CORE SERVICES OF ADVOCACY, INDEPENDENT LIVING SKILLS, INFORMATION AND REFERRAL, PEER SUPPORT, AND TRANSITION. INDEPENDENCE FIRST PROMOTES DIVERSITY AND MULTICULTURAL PARTICIPATION IN ITS OPERATIONS AND SERVICES.
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IRS990/Form990PartVIISectionAGrp/PersonNm7JOANNA WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLIAM CROWLEY
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMES GUCKENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN DZIEWA
IRS990/Form990PartVIISectionAGrp/PersonNm11KAREN HUNT
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IRS990/Form990PartVIISectionAGrp/PersonNm15WENDY HUOT
IRS990/Form990PartVIISectionAGrp/PersonNm16DEB LANGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm17TRACY THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm18KATHLEEN MEISNER
IRS990/Form990PartVIISectionAGrp/PersonNm19JACOB NOWAK
IRS990/Form990PartVIISectionAGrp/PersonNm20MYRA SANCHICK
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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/TitleTxt14PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIR. OF BUSINESS SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIR. OF INDEPENDENT LIVING SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt19INFORMATION TECHNOLOGY DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt20MARKETING & FUND DEVELOPMENT DIR.
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IRS990/ProgramServiceRevenueGrp/Desc1ASSISTIVE TECHNOLOGY
IRS990/ProgramServiceRevenueGrp/Desc2INDEPENDENT LIVING SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3ENTREPRENEURIAL VENTURES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1135188
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt275499
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt36738
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024476581

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,159,948
Liabilities
$3,851,827
Net assets
$13,308,121
Revenue
$27,006,891
Expenses
$25,342,992
Net income
$1,663,899
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
2021Detailed filing. Detailed filing 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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $25M-$50M nonprofits