2024-09-11T09:37:40-05:00 2024-03-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-04-01 390854841 ATTIC ANGEL ASSOCIATION ATTI 6086628900 640 JUNCTION ROAD MADISON WI 53717 MICHELLE GODFREY CEO 6086628900 2024-09-06 1 1 LAURA SCHWEITZER CPA P01760010 6086628600 2024-09-06 2023 2024-08-08 14:25:15Z MICHELLE GODFREY 640 JUNCTION ROAD MADISON WI 53717 12290407 0 X WWW.ATTICANGEL.ORG X 1926 WI MEMBERS MEET HEALTH AND HUMAN SERVICE NEEDS WITH SPECIAL CONCERN FOR THE CHILDREN AND ELDERLY. 12 12 346 449 0 0 236824 771527 168138 192403 482829 609467 93045 110203 980836 1683600 233379 227227 0 0 688240 732186 0 0 26949 289560 559117 1211179 1518530 -230343 165070 15669482 17174760 632132 735788 15037350 16438972 X ATTIC ANGEL ASSOCIATION IS A NOT-FOR-PROFIT, INDEPENDENT ORGANIZATION OF VOLUNTEERS WHO IMPROVE THE QUALITY OF LIFE WITHIN DANE COUNTY. MEMBERS MEET HEALTH AND HUMAN SERVICE NEEDS THROUGH VOLUNTEER AND FINANCIAL SUPPORT WITH SPECIAL CONCERN FOR CHILDREN AND THE ELDERLY. A MAJOR FOCUS IS ATTIC ANGEL COMMUNITY WHICH PROVIDES LIVING AND HEALTH CARE OPTION FOR OLDER ADULTS. 0 0 977765 227227 42600 ATTIC ANGEL ASSOCIATION - THE ASSOCIATION HAS BEEN AN INDEPENDENT ORGANIZATION FOR OVER 130 YEARS AND CURRENTLY HAS 486 MEMBERS. MEMBERS IMPROVE THE QUALITY OF LIFE FOR APPROXIMATELY 11,000 DANE COUNTY CHILDREN AND ELDERLY THROUGH CONTRIBUTIONS OF TIME, TALENT, AND FINANCIAL RESOURCES. 38300 0 149803 ATTIC ANGEL MANAGEMENT SERVICES, LLC PROVIDES MANAGEMENT SERVICES TO NONPROFIT SENIOR COMMUNITIES. 1016065 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 11 1 1 346 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X ATTIC ANGEL ASSOCIATION 6086628895 640 JUNCTION RD MADISON WI 53717 PATRICIA SCHULTZ CHAIR 15.00 5.00 X X 0 0 0 TERRY MOUCHAYLEH VICE CHAIR 15.00 2.00 X X 0 0 0 MICHELE JOSLYN PAST CHAIR 15.00 1.00 X X 0 0 0 CINDY ZELLERS TREASURER 2.00 0.00 X X 0 0 0 JOYCE BEHREND ASST. TREASURER 2.00 0.00 X X 0 0 0 CRISTINA BARLEY SECRETARY 2.00 0.00 X X 0 0 0 JULIE RENEAU DIRECTOR 1.00 0.00 X 0 0 0 DEB ANKOWICZ DIRECTOR 1.00 0.00 X 0 0 0 MEREDITH DEGEN DIRECTOR 1.00 0.00 X 0 0 0 DEB DIETER DIRECTOR 1.00 0.00 X 0 0 0 PATSY MILLER DIRECTOR 1.00 0.00 X 0 0 0 CLAUDIA BROWN DIRECTOR 1.00 0.00 X 0 0 0 MICHELLE GODFREY PRESIDENT/CEO 15.20 24.80 X 205554 0 8413 JOHN KAISER CHIEF FINANCIAL OFFICER 10.00 30.00 X 125208 0 16916 KIMBERLY BLUM RESIDENT SERVICES DIR. 1.00 39.00 X 123654 0 34351 KELLY DUBOIS VP MARKETING & DEVELOPMENT 25.00 15.00 X 119529 0 4821 DEREK BUCKLEY VP HOUSING AND MANAGED SRV 25.00 15.00 X 149365 0 10769 723310 0 75270 5 0 1 0 0 76235 695292 47749 771527 MANAGEMENT SERVICES 900099 149803 149803 DUES REVENUE 900099 42600 42600 192403 276229 276229 10843156 10509918 333238 333238 333238 205624 76235 96105 109519 109519 1468 784 684 684 1683600 192403 0 719670 227227 227227 121141 94469 23180 3492 489213 381500 93608 14105 9487 7398 1815 274 65739 51265 12579 1895 46606 36344 8918 1344 186792 57437 129355 900 900 42404 42404 36929 11355 25574 51381 51381 20699 10582 4278 5839 48157 16714 31443 37662 37070 592 20910 6476 14434 1210 375 835 2010 2010 49131 49131 19843 19843 EQUIPMENT REPAIR 2483 862 1621 38606 25850 12756 1518530 1016065 475516 26949 34289 41506 184551 36784 40000 119962 74513 582843 16700 4500 14196 3725250 900689 2138247 2824561 12565373 12881576 566667 595834 61342 60798 15669482 17174760 321188 359297 9540 9300 301404 367191 632132 735788 X 15027180 15953585 10170 485387 15037350 16438972 15669482 17174760 165070 1236552 0 X 0 1 X 1 0 X 497409 352752 488182 236824 771527 2346694 288842 187012 189911 168138 192403 1026306 786251 539764 678093 404962 963930 3373000 46513 21772 1090 87720 13889 170984 0 46513 21772 1090 87720 13889 170984 3202016 326512 276335 275392 224110 276229 1378578 326512 276335 275392 224110 276229 1378578 -44520 91245 110203 156928 334 183 517 1113097 816099 909148 720317 1350362 4909023 0.65230 0.60900 0.28080 0.18450 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 334. 2021 AMOUNT: $ 183. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 57256 X X 0 2226670 2226670 1404141 823019 581122 94439 77670 16769 2824561 CHARITABLE GIFT ANNUITY LIABILITY 40157 DUE TO AFFILIATES 268397 STREET ASSESSMENT LIABILITY 58637 367191 PART III, LINE 4: VARIOUS PAINTING AND SCULPTURES TO ENRICH THE ENVIRONMENT AND ENJOYMENT OF THE RESIDENTS. ATTIC SALE 98293 4095 94198 29023 CLASSIC CLOTHING 64121 29925 34196 33330 5 116165 42215 73950 1395 31727 278579 76235 202344 1395 94080 95475 106869 1 ATTIC ANGEL PLACE INC 8301 OLD SAUK ROAD MIDDLETON WI 53562 391919667 501(C)(3) 46658 0 RESIDENT AID FUND AGEBETTER 6209 MINERAL POINT RD STE 210 MADISON WI 53705 391969761 501(C)(3) 28125 0 TO AID IN THEIR MISSION TO WORK COLLABORATIVELY WITH OLDER PEOPLE TO ENHANCE THEIR LIVES WAYFORWARD RESOURCES 3502 PARMENTER ST MIDDLETON WI 53562 391484945 501(C)(3) 20000 0 TO HELP WITH FOOD AND HOUSING SECURITY FOR MIDDLETON RESIDENTS UNITED WAY OF DANE COUNTY INC 2059 ATWOOD AVE MADISON WI 53704 390817532 501(C)(3) 20000 0 TO HELP PEOPLE OUT WHO RESIDE IN DANE COUNTY HABITAT FOR HUMANITY OF DANE COUNTY 6201 ODANA RD MADISON WI 53719 391592769 501(C)(3) 17596 0 TO HELP FAMILIES IN DANE COUNTY STRUGGLING WITH HOUSING RISE WISCONSIN 2120 FORDEM AVE MADISON WI 53704 912064768 501(C)(3) 25000 0 TO HELP CHILDREN AND FAMILIES WITH EARLY CHILDHOOD AND MENTAL HEALTH SERVICES BRIARPATCH YOUTH SERVICES INC 2720 RIMROCK ROAD MADISON WI 53713 391391737 501(C)(3) 25000 0 TO HELP YOUTHS, THEIR FAMILIES AND THEIR COMMUNITY IN THE MADISON AREA. SAFE HARBOR CHILD ADVOCACY CENTER 2445 DARWIN ROAD 20 MADISON WI 53704 392004933 501(C)(3) 8000 0 TO HELP CHILDREN AND THEIR FAMILIES WHO WERE VICTIMS OF ABUSE ATTIC ANGEL PRAIRIE POINT INC 640 JUNCTION ROAD MADISON WI 53717 391978106 501(C)(3) 25485 0 SOLAR PANEL PROJECT SUPPORT 9 0 PART I, LINE 2: THE COMMUNITY GRANTS COMMITTEE FOLLOWS PROTOCOLS FOR SOLICITATION OF GRANTS. REQUESTS ARE RECEIVED AND EVALUATED ACCORDING TO PROTOCOL AND DECISIONS ARE MADE FOR RECOMMENDATIONS TO THE ATTIC ANGEL ASSOCIATION BOARD. X X X X 0 0 0 0 0 0 0 0 0 MICHELLE GODFREY PRESIDENT/CEO 200554 0 5000 0 0 0 6167 0 2246 0 213967 0 0 0 DEREK BUCKLEY VP HOUSING AND MANAGED SRV 149365 0 0 0 0 0 6721 0 4048 0 160134 0 0 0 KIMBERLY BLUM RESIDENT SERVICES DIR. 123654 0 0 0 0 0 5564 0 28787 0 158005 0 0 0 X 5 699 FMV X 32172 FMV X 1 1113 FMV X 16 4569 FMV X TICKETS/ENTERTAINMENT EXPERIENCES 26 6124 FMV X OTHER 17 2265 FMV X GIFT BASKETS/FOOD AND DRINK BASKETS 7 807 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE ATTIC ANGEL ASSOCIATION (AAA) CHAIR OF THE BOARD, WHO SHALL SERVE AS CHAIR, THE VICE CHAIR, THE SECRETARY, THE TREASURER AND THE IMMEDIATE PAST CHAIR. THE EXECUTIVE COMMITTEE, EXCEPT TO THE EXTENT THAT ITS AUTHORITY MAY BE LIMITED BY RESOLUTION ADOPTED BY AN AFFIRMATIVE VOTE OF A MAJORITY OF THE BOARD, SHALL HAVE POWER TO TRANSACT ALL REGULAR BUSINESS OF AAA DURING THE INTERIM BETWEEN MEETINGS OF THE AAA BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO ELECT OFFICERS OF AAA OR FILL VACANCIES IN THE AAA BOARD OF DIRECTORS OR IN THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 4 THE NUMBER OF INDIVIDUALS TO SERVE ON THE BOARD SWITCHED FROM A MAXIMUM OF 16 MEMBERS TO 13 MEMBERS. CLARIFICATION WAS ADDED THAT BOARD MEMBERS WILL NOT BE COMPENSATED FOR THEIR ROLES. FORM 990, PART VI, SECTION A, LINE 6 ANY WOMAN SHALL BE ELIGIBLE FOR MEMBERSHIP. EACH APPLICATION SUBMITTED TO THE MEMBERSHIP COMMITTEE MUST BE SIGNED BY TWO SPONSORS, ONE OF WHOM MUST BE AN ACTIVE MEMBER. ACTIVE MEMBERSHIP IS INTENDED FOR A MINIMUM OF TEN (10) YEARS. ACTIVE MEMBERS SHALL BE REQUIRED TO GIVE A MINIMUM OF 100 HOURS OF SERVICE THE FIRST YEAR, 75 HOURS EACH OF THE SECOND THROUGH FIFTH YEARS, AND 50 HOURS OF SERVICE EACH YEAR THEREAFTER OF ACTIVE MEMBERSHIP. DISTRIBUTION OF REQUIRED SERVICE HOURS SHALL BE DESIGNATED BY THE BOARD ACCORDING TO THE NEEDS OF THE ASSOCIATION. AFTER TEN YEARS OF MEMBERSHIP, VOLUNTEER HOURS MAY BE GIVEN IN ANY ATTIC ANGEL SERVICE. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS VOTE ON BYLAW CHANGES. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND CFO WILL REVIEW THE DRAFT AND MAKE ANY NECESSARY CHANGES. THE CEO AND CFO WILL REVIEW THE FINAL COPY AND PRESENT IT AT THE NEXT BOARD MEETING FOR REVIEW, REFLECTING IN THE MINUTES THAT THE BOARD HAD AN OPPORTUNITY TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF DIRECTOR MEMBERS ARE REQUIRED TO READ AND SIGN ANNUAL CONFLICT OF INTEREST POLICY. VARIOUS COMMITTEES ALSO REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS. IT IS ALSO PART OF EMPLOYEE HANDBOOK AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS. PUBLIC AUDITORS, AS PART OF THE ANNUAL AUDIT, REVIEW TRANSACTIONS FOR ANY EVIDENCE OF CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 ATTIC ANGEL ASSOCIATION IS THE EMPLOYER OF ALL THE EMPLOYEES OF ATTIC ANGEL ASSOCIATION, ATTIC ANGEL PLACE AND ATTIC ANGEL MANAGEMENT SERVICES LLC. THERE IS AN HR COMMITTEE THAT REPORTS TO THE BOARD OF DIRECTORS. THE CEO/PRESIDENT'S JOB DESCRIPTION IS REVIEWED ANNUALLY BY THE HR COMMITTEE AND SALARY RECOMMENDATIONS ARE MADE TO THE BOARD FOR APPROVAL AND IMPLEMENTED BY THE PAYROLL AREA. THE HR DIRECTOR AND THE HR DIRECTOR'S TEAM REVIEW MARKET DATA THROUGH SALARY SURVEYS AND ONLINE MARKET COMPENSATION TOOLS. ANY RECOMMENDATIONS ARE DOCUMENTED IN THE MINUTES OF THE HR COMMITTEE AND ANY RECOMMENDATIONS APPROVED BY THE BOARD ARE APPROVED IN THE MINUTES OF THE BOARD MEETING. THIS PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 18 PREVIOUSLY FILED FEDERAL RETURNS ARE AVAILABLE UPON REQUEST. CURRENT YEAR RETURNS ARE AVAILABLE ON THE ATTIC ANGEL'S PUBLIC WEBSITE FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION AT 8301 OLD SAUK ROAD, MIDDLETON, WI 53562. ATTIC ANGEL MANAGEMENT SERVICES LLC 640 JUNCTION ROAD MADISON WI 53717 832402699 SENIOR COMMUNITY MANAGEMENT SERVICES WI 149803 288885 ATTIC ANGEL ASSOCIATION ATTIC ANGEL PLACE INC 8301 OLD SAUK ROAD MIDDLETON WI 53562 391916667 PROVIDE SENIOR LIVING SERVICES WI 501(C)(3) LINE 12A, I ATTIC ANGEL ASSOCATION 1 ATTIC ANGEL PRAIRIE POINT INC 640 JUNCTION ROAD MADISON WI 53717 391978106 CONTINUING CARE RETIREMENT COMMUNITY WI 501(C)(3) LINE 12A, I ATTIC ANGEL ASSOCATION 1 RIVERSONG INC 640 JUNCTION ROAD MADISON WI 53717 SENIOR RESIDENT HOUSING SERVICES WI 501(C)(3) LINE 10 ATTIC ANGEL ASSOCATION 1 1 1 0 1 1 0 0 0 0 1 0 1 1 1 1 1 1 0 0