2022-11-07T09:02:02-06:00 2022-03-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2021-04-01 390854841 ATTIC ANGEL ASSOCIATION ATTI 6086628900 640 JUNCTION ROAD MADISON WI 53717 MICHELLE GODFREY CEO 6086628900 2022-10-26 1 MICHELLE GODFREY 999009999 KIMBERLY ANDERSON CPA P00188889 6086628600 2022-10-26 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MICHELLE GODFREY 640 JUNCTION ROAD MADISON WI 53717 4322818 0 X WWW.ATTICANGEL.ORG X 1926 WI MEMBERS MEET HEALTH AND HUMAN SERVICE NEEDS WITH SPECIAL CONCERN FOR THE CHILDREN AND ELDERLY. 12 12 391 486 0 0 352752 488182 156227 189911 956734 585977 1470 -42537 1467183 1221533 124149 269932 0 0 534443 570460 0 0 4723 637278 287396 1295870 1127788 171313 93745 17241644 16992593 1143903 647752 16097741 16344841 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 826706 269932 45083 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. 17778 145011 ATTIC ANGEL MANAGEMENT SERVICES, LLC PROVIDES MANAGEMENT SERVICES TO NONPROFIT SENIOR COMMUNITIES. 844484 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 0 391 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X ATTIC ANGEL ASSOCIATION 6086628900 640 JUNCTION ROAD MADISON WI 53717 SHANNON DAVIDSON CHAIR 15.00 5.00 X X 0 0 0 MICHELE JOSLYN VICE CHAIR 15.00 2.00 X X 0 0 0 CHERI TEAL TREASURER 2.00 X X 0 0 0 PATRICIA SCHULTZ VICE TREASURER 2.00 X X 0 0 0 CONSUELO LOPEZ SECRETARY 1.00 X X 0 0 0 ANNE DORN PAST CHAIR 15.00 1.00 X 0 0 0 JULIE RENEAU DIRECTOR 1.00 X 0 0 0 KRISTEN PETERSON DIRECTOR 1.00 X 0 0 0 CINDY ZELLERS DIRECTOR 1.00 X 0 0 0 ULI LAKE DIRECTOR 1.00 X 0 0 0 MEREDITH DEGEN DIRECTOR 1.00 X 0 0 0 CLAUDIA BROWN DIRECTOR 1.00 X 0 0 0 MARY ANN DRESCHER PRESIDENT 15.20 24.80 X 242736 0 25166 JOHN KAISER CHIEF FINANCIAL OFFICER 4.00 36.00 X 124694 0 10264 MICHELLE GODFREY CHIEF EXECUTIVE OFFICER 22.00 18.00 X 0 0 0 LISA MCGLYNN DIRECTOR OF NURSING 1.00 39.00 X 135714 0 11553 DEREK BUCKLEY CHIEF OPERATIONAL OFFICER 1.80 38.20 X 139767 0 11242 CHERYL MILLER CHIEF ADMINISTRATION OFFIC 1.00 39.00 X 147972 0 31509 SHELIA LUHMAN FOOD SERVICE MANAGER 1.00 39.00 X 100027 0 15026 890910 0 104760 6 0 1 0 0 189623 298559 159123 488182 MANAGEMENT SERVICES 900099 135705 135705 DUES REVENUE 900099 44900 44900 SHORT TERM ENGAGEMENT FEES 900099 9306 9306 189911 273592 273592 1800 0 1800 1800 1800 3239297 2926912 312385 312385 312385 129853 189623 174373 -44520 -44520 MISCELLANEOUS 900099 183 183 183 1221533 190094 0 543257 269932 269932 97353 77160 19742 451 371919 294778 75420 1721 7863 6232 1595 36 58436 46316 11850 270 34889 27653 7075 161 38075 30178 7721 176 292 292 55555 55555 7369 6846 523 35028 10954 24074 8770 8770 31889 16007 13974 1908 2001 619 1382 1553 480 1073 2514 2514 56097 56097 14997 14997 CONTRACTED SERVICES 10687 10687 NEWSLETTER 4479 4479 EQUIPMENT REPAIR 1270 1232 38 16820 16820 1127788 844484 278581 4723 148797 93561 271629 236062 80000 26890 149230 115376 10921 2990350 799491 2246411 2190859 13870109 13670073 500000 500000 62432 61887 17241644 16992593 410610 317303 14002 6200 719291 324249 1143903 647752 X 16079549 16337641 18192 7200 16097741 16344841 17241644 16992593 93745 153355 0 X 0 1 X 1 0 X 384842 355964 497409 352752 488182 2079149 6881064 4352093 288842 187012 189911 11898922 7265906 4708057 786251 539764 678093 13978071 12648 25296 46513 21772 1090 107319 1563566 1563566 12648 1588862 46513 21772 1090 1670885 12307186 380119 524812 326512 276335 275392 1783170 380119 524812 326512 276335 275392 1783170 -44520 -44520 47897 27454 334 183 75868 7693922 5260323 1113097 816099 909148 15792589 0.77930 0.83570 0.11290 0.08570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 57256 X X 0 1506670 1506670 1404141 736961 667180 79539 62530 17009 2190859 CHARITABLE GIFT ANNUITY LIABILITY 43988 DUE TO AFFILIATES 212110 STREET ASSESSMENT LIABILITY 67014 OTHER LIABILITIES 1137 324249 PART III, LINE 4: VARIOUS PAINTING AND SCULPTURES TO ENRICH THE ENVIRONMENT AND ENJOYMENT OF THE RESIDENTS. FURNITURE SALE 163804 106681 57123 106681 CLASSIC CLOTHING 53102 31703 21399 26834 735 4 102570 51238 51332 40124 319476 189622 129854 26834 147540 174374 -44520 1 ATTIC ANGEL PLACE INC 8301 OLD SAUK ROAD MIDDLETON WI 53562 391919667 501(C)(3) 145743 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. COMMUNITY ACTION COALITION FOR SOUTH CENTRAL WISCONSIN INC 1717 NORTH STOUGHTON ROAD MADISON WI 53704 391053827 501(C)(3) 9000 0 TO AID IN THEIR MISSION TO DEVELOP ECONOMIC & SOCIAL CAPACITIES OF INVIDIUDALS AND HELP FAMILIES AND THE COMMUNITY TO REDUCE POVERTY. EXTENDED HANDS PANTRY PO BOX 7372 MADISON WI 53707 834321269 501(C)(3) 12000 0 TO AID IN THEIR MISSION TO OPERATE A FOOD PANTRY IN A LOW INCOME SCHOOL. LIGHTHOUSE CHURCH INC 6402 SCHROEDER RD MADISON WI 53711 391603836 501(C)(3) 25000 0 FOR USE IN LIGHTHOUSE CHRISTIAN CENTER LUSSIER COMMUNITY EDUCATION CENTER INC 55 S GAMMON ROAD MADISON WI 53717 391938173 501(C)(3) 14000 0 TO AID IN THEIR MISSION TO BUILD COMMUNITY, CREATING OPPORTUNITIES AND ENRICHING EDUCATION. MIDDLETON CROSS PLAINS AREA SCHOOL DISTRICT 7106 SOUTH AVE MIDDLETON WI 53562 475618597 GOVERNMENT 10000 0 TO AID IN THE EDUCATION OF CHILDREN IN THE MIDDLETON CROSS PLAINS SCHOOL DISTRICT. VERA COURT NEIGHBORHOOD CENTER INC 614 VERA COURT MADISON WI 53704 391945609 501(C)(3) 15000 0 TO AID IN THEIR MISSION TO PROVIDE PROGRAMMING AND SERVICES FOR CHILDREN, FAMILIES, SENIORS AND PEOPLE OF THE COMMUITY. 8 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 FUNDS ALLOCATION COMMITTEE. X X X X 0 1 0 0 0 0 0 0 0 MARY ANN DRESCHER PRESIDENT 224736 0 18000 0 0 0 0 0 25166 0 267902 0 0 0 CHERYL MILLER CHIEF ADMINISTRATION OFFIC 145472 0 2500 0 0 0 0 0 31509 0 179481 0 0 0 DEREK BUCKLEY CHIEF OPERATIONAL OFFICER 137267 0 2500 0 0 0 0 0 11242 0 151009 0 0 0 PART I, LINE 4B MARY ANN DRESCHER PARTICIPATED IN A 457(F) RETIREMENT PLAN. NO PAYMENTS WERE MADE FOR HER DURING THE YEAR. X 156817 FMV X 3 1150 FMV X PRINTED ITEMS FOR SIGNATURE SALE 1 1000 FMV X GIFT BASKETS/FOOD AND DRINK BASKETS 2 156 FMV 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED. 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 CONFLLICTS. 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 AND ATTIC ANGEL PLACE. THERE IS AN HR COMMITTEE THAT REPORTS TO THE BOARD OF DIRECTORS. QUARTERLY MEETINGS ARE HELD AND AT EVERY MEETING, MARKET PLACE DATA IS REVIEWED REGARDING COMPENSATION FOR ALL POSITIONS. 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 CHIEF ADMINISTRATIVE OFFICER AND HER HR TEAM REVIEW MARKET DATA THROUGH SALARY SURVEYS AND ONLINE MARKET COMPENSATION TOOLS. THE FINDINGS ARE DOCUMENTED IN A SCHEDULE THAT IS PRESENTED AT EACH OF THE QUARTERLY HR COMMITTEE MEETINGS. 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. 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 145011 61981 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