Civic Intelligence

Independence First Inc.

990 • Fiscal year 2023 • EIN 39-1343425

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

Refreshing map…

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

0.23x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.16x

Higher debt load relative to revenue than 32% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

41st percentile

1.1%

Higher net margin than 41% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$255,004

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

60th percentile

9.9%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-3.7%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$17,483,263

Flat from 2023

Net Assets

Flat

$13,504,564

Flat from 2023

Liabilities

Flat

$3,978,699

Flat from 2023

Revenue

Flat

$25,211,248

Flat from 2023

Expenses

Flat

$24,937,959

Flat from 2023

Net Income

Flat

$273,289

Flat from 2023

Historical Trend

Balance Sheet Trend

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: $13,504,5642023Assets 2023: $17,483,263Liabilities 2023: $3,978,699Net Assets 2023: $13,504,5642023

Highlighted filing

2023

Assets$17,483,263
Liabilities$3,978,699
Net Assets$13,504,564

Operations Trend

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: $273,2892023Revenue 2023: $25,211,248Expenses 2023: $24,937,959Net Income 2023: $273,2892023

Highlighted filing

2023

Revenue$25,211,248
Expenses$24,937,959
Net Income$273,289
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Gross Receipts
$26,651,917
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$6,013,469$7,595,711▲ $1,582,242
Land, Buildings, and Equipment, Net$5,612,277$5,361,307▼ $250,970
Accounts Receivable$2,260,897$2,465,089▲ $204,192
Savings and Temporary Cash Investments$700,000$1,110,682▲ $410,682
Investments Other Securities$316,521$372,957▲ $56,436
Pledges and Grants Receivable$162,385$250,956▲ $88,571
Cash and Non-Interest-Bearing Accounts$728,853$232,041▼ $496,812
Prepaid Expenses and Deferred Charges$80,434$79,193▼ $1,241
Other Notes and Loans Receivable, Net$1,353$451▼ $902
Total Assets$15,904,443$17,483,263▲ $1,578,820
Other Assets Total$28,254$14,876▼ $13,378
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,763,445$1,407,974▼ $355,471
Other Liabilities$342,705$1,395,715▲ $1,053,010
Accounts Payable and Accrued Expenses$1,126,109$1,141,475▲ $15,366
Deferred Revenue$231,147$33,535▼ $197,612
Total Liabilities$3,463,406$3,978,699▲ $515,293
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,002,745$10,386,706▲ $383,961
Net Assets With Donor Restrictions$2,438,292$3,117,858▲ $679,566
Total Net Assets Fund Balance$12,441,037$13,504,564▲ $1,063,527
Total Liabilities and Net Assets / Fund Balance$15,904,443$17,483,263▲ $1,578,820

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,009,722$2,858,873$6,868,595
Equipment$95,822$1,742,481$1,838,303
Land$1,218,000-$1,218,000
Other Land Buildings$37,763$261,123$298,886
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marcia BoucherPresident/CEOFT$232,167$22,837$255,004
Wendy HuotChief Financial OfficerFT$183,773$16,420$200,193
Kathy AcevedoChief Operating OfficerFT$171,938$25,781$197,719
Tracy ThomasControllerFT$143,272$22,154$165,426
Jacob NowakInformation Technology DirectorFT$116,549$40,672$157,221
Myra SanchickMarketing & Strategic Partnerships DirectorFT$117,875$26,365$144,240
Scott CurwickHuman Resources DirectorFT$104,893$14,464$119,357
Charles SmithAssistant ControllerFT$100,386$17,363$117,749

Board Members and Trustees

NameTitle
Billie TorrenttChair
Ryan RamosVice Chair
Beverly WalkerDirector
Jakeim Jackson-bellDirector
John DziewaDirector
Karen HuntDirector
Kawanza NewsonDirector
Kent WaltersDirector
Paul WierzbaDirector
Scott LuberDirector
William CrowleyDirector
Christine BrooksDirector (from July 2023)
James GuckenbergDirector (thru June 2023)
Joanne WilliamsDirector (thru June 2023)
Samantha TadychDirector (thru June 2023)
Brad HolzSecretary
David FrankTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,562,570
Program Service Revenue
$22,401,750
Investment Income
$199,562
Other Revenue
$47,366
All Other Contributions
$302,042
Change in Net Assets
$273,289
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$22,121,737
Other Expenses$2,816,222
Total Fundraising Expense$481,606
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$15,749,524$1,821,147$342,945$17,913,616
Payroll Taxes$1,307,669$203,015$28,474$1,539,158
Other Employee Benefits$1,320,146$165,931$28,746$1,514,823
Fees for Services Other$474,377$322,498-$796,875
Current Officers, Directors, Trustees, and Key Employees-$652,916-$652,916
Pension Plan Contributions$447,944$43,526$9,754$501,224
Occupancy$240,735$200,642$4,721$446,098
Information Technology$254,444$50,889$33,926$339,259
Office Expenses$231,969$28,946$4,112$265,027
Insurance$172,556$34,511$23,008$230,075
Depreciation Depletion$144,800$70,502$2,839$218,141
Advertising$26,849$163,606$1,767$192,222
Conferences and Meetings$68,771--$68,771
Fees for Services Accounting-$56,350-$56,350
Travel$35,759$5,552$779$42,090
Fees for Service Investment Mgmnt Fees-$23,966-$23,966
Fees for Services Legal-$16,406-$16,406
Other Expenses$11,588$2,514$439$11,588
Payments to Affiliates$4,418$686$96$5,200
Total Functional Expenses$20,526,229$3,930,124$481,606$24,937,959
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$20,584
Fundraising Gross Income$5,400
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Empower Concert$19,540-$2,277-
Empower Movie Matinee$21,223$2,100$870$1,230
Total Events$54,592$5,400$20,584$-15,184
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$1,050,000
Deferred Compensation Obligation$331,115
Estimated Third-party Pas Payer Settlements$14,600
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
Yes
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 15

The executive committee, comprised of officers of the governing body, review and determine officer and key employee 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
2024-05-07
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
1,134
Volunteers
87

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:

Change in value of deferred tax assets -13,378.

Raw XML AppendixShowing 400 of 836 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01126109
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01141475
IRS990/AccountsReceivableGrp/BOYAmt02260897
IRS990/AccountsReceivableGrp/EOYAmt02465089
IRS990/ActivitiesConductedPrtshpInd00
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.
IRS990/AdvertisingGrp/FundraisingAmt01767
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0163606
IRS990/AdvertisingGrp/ProgramServicesAmt026849
IRS990/AdvertisingGrp/TotalAmt0192222
IRS990/AllOtherContributionsAmt0302042
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0WENDY HUOT
IRS990/BooksInCareOfDetail/PhoneNum04142917520
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0540 S 1ST ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0532041605
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0728853
IRS990/CashNonInterestBearingGrp/EOYAmt0232041
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0652916
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0652916
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt068771
IRS990/ConferencesMeetingsGrp/TotalAmt068771
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt049192
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02562570
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0199562
IRS990/CYOtherExpensesAmt02816222
IRS990/CYOtherRevenueAmt047366
IRS990/CYProgramServiceRevenueAmt022401750
IRS990/CYRevenuesLessExpensesAmt0273289
IRS990/CYSalariesCompEmpBnftPaidAmt022121737
IRS990/CYTotalExpensesAmt024937959
IRS990/CYTotalFundraisingExpenseAmt0481606
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt025211248
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0231147
IRS990/DeferredRevenueGrp/EOYAmt033535
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt02839
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt070502
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0144800
IRS990/DepreciationDepletionGrp/TotalAmt0218141
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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02438292
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03117858
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01134
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt017578293
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FederatedCampaignsAmt0136314
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt056350
IRS990/FeesForServicesAccountingGrp/TotalAmt056350
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt016406
IRS990/FeesForServicesLegalGrp/TotalAmt016406
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0322498
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0474377
IRS990/FeesForServicesOtherGrp/TotalAmt0796875
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt023966
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt023966
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1722837
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1816420
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1925781
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2022154
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2117363
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2240672
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2326365
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2414464
IRS990/Form990PartVIISectionAGrp/PersonNm0BILLIE TORRENTT
IRS990/Form990PartVIISectionAGrp/PersonNm1RYAN RAMOS
IRS990/Form990PartVIISectionAGrp/PersonNm2BRAD HOLZ
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID FRANK
IRS990/Form990PartVIISectionAGrp/PersonNm4KAREN HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm5SCOTT LUBER
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN DZIEWA
IRS990/Form990PartVIISectionAGrp/PersonNm7JAKEIM JACKSON-BELL
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLIAM CROWLEY
IRS990/Form990PartVIISectionAGrp/PersonNm9KAWANZA NEWSON
IRS990/Form990PartVIISectionAGrp/PersonNm10BEVERLY WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm11KENT WALTERS
IRS990/Form990PartVIISectionAGrp/PersonNm12PAUL WIERZBA
IRS990/Form990PartVIISectionAGrp/PersonNm13CHRISTINE BROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm14JOANNE WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm15JAMES GUCKENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm16SAMANTHA TADYCH
IRS990/Form990PartVIISectionAGrp/PersonNm17MARCIA BOUCHER
IRS990/Form990PartVIISectionAGrp/PersonNm18WENDY HUOT
IRS990/Form990PartVIISectionAGrp/PersonNm19KATHY ACEVEDO
IRS990/Form990PartVIISectionAGrp/PersonNm20TRACY THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm21CHARLES SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm22JACOB NOWAK
IRS990/Form990PartVIISectionAGrp/PersonNm23MYRA SANCHICK
IRS990/Form990PartVIISectionAGrp/PersonNm24SCOTT CURWICK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
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/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17232167
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18183773
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19171938
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20143272
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21100386
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22116549
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23117875
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24104893
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/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
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 (FROM JULY 2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR (THRU JUNE 2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (THRU JUNE 2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR (THRU JUNE 2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt21ASSISTANT CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt22INFORMATION TECHNOLOGY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23MARKETING & STRATEGIC PARTNERSHIPS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24HUMAN RESOURCES DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt049192
IRS990/FundraisingDirectExpensesAmt020584
IRS990/FundraisingGrossIncomeAmt05400
IRS990/GainOrLossGrp/SecuritiesAmt0-15447
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt01211522
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01271031
IRS990/GrossReceiptsAmt026651917
IRS990/GrossRentsGrp/RealAmt0196157
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt033926
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt050889
IRS990/InformationTechnologyGrp/ProgramServicesAmt0254444
IRS990/InformationTechnologyGrp/TotalAmt0339259
IRS990/InsuranceGrp/FundraisingAmt023008
IRS990/InsuranceGrp/ManagementAndGeneralAmt034511
IRS990/InsuranceGrp/ProgramServicesAmt0172556
IRS990/InsuranceGrp/TotalAmt0230075
IRS990/InvestmentIncomeGrp/ExclusionAmt0215009
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0215009
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0316521
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0372957
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06013469
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07595711
IRS990/IRPDocumentCnt047
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04862477
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05612277
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05361307
IRS990/LandBldgEquipCostOrOtherBssAmt010223784
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01286478
IRS990/LessRentalExpensesGrp/RealAmt0133607
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0INDEPENDENCE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01763445
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01407974
IRS990/NetAssetsOrFundBalancesBOYAmt012441037
IRS990/NetAssetsOrFundBalancesEOYAmt013504564
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-15447
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-15447
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-15184
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-15184
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt062550
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt062550
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0803616
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010002745
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010386706
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04721
IRS990/OccupancyGrp/ManagementAndGeneralAmt0200642
IRS990/OccupancyGrp/ProgramServicesAmt0240735
IRS990/OccupancyGrp/TotalAmt0446098
IRS990/OfficeExpensesGrp/FundraisingAmt04112
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt028946
IRS990/OfficeExpensesGrp/ProgramServicesAmt0231969
IRS990/OfficeExpensesGrp/TotalAmt0265027
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt028254
IRS990/OtherAssetsTotalGrp/EOYAmt014876
IRS990/OtherChangesInNetAssetsAmt0-13378
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt028746
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0165931
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01320146
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01514823
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DUES
IRS990/OtherExpensesGrp/Desc2LICENSES AND FEES
IRS990/OtherExpensesGrp/Desc3NCIL
IRS990/OtherExpensesGrp/FundraisingAmt0439
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt063395
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13126
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22514
IRS990/OtherExpensesGrp/ProgramServicesAmt020138
IRS990/OtherExpensesGrp/ProgramServicesAmt114542
IRS990/OtherExpensesGrp/ProgramServicesAmt211588
IRS990/OtherExpensesGrp/TotalAmt063395
IRS990/OtherExpensesGrp/TotalAmt123703
IRS990/OtherExpensesGrp/TotalAmt217056
IRS990/OtherExpensesGrp/TotalAmt311588
IRS990/OtherLiabilitiesGrp/BOYAmt0342705

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$17.5$3.98$13.5$25.2$24.9$0.27
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
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