MILWAUKEE CENTER FOR INDEPENDENCE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MILWAUKEE CENTER FOR INDEPENDENCE INC (EIN 39-0806257)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202013189349308026
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T13:38:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806257 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milwaukee Center for Independence Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILW | BusinessNameControlTxt |
| Phone | 4149372020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 W Wells St | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532332720 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bridget Fassett | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4149372020 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.60.92.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 13:36:51 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9961EA7651045DD713FC1C53A8E0B72C00E91F02 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2E41A678093DB07DD7EBA69A41C8ED9EECC54882 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Bridget Fassett | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 W Wells St | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532332720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,904,041 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mcfi.net | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | To assist persons & families with special needs to better live and work in the community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 1010 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,833,927 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,525,992 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $40,489,880 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,905,140 | CYProgramServiceRevenueAmt |
| PY Investment Income | $92,366 | PYInvestmentIncomeAmt |
| CY Investment Income | $327,274 | CYInvestmentIncomeAmt |
| PY Other Revenue | $297,711 | PYOtherRevenueAmt |
| CY Other Revenue | $145,635 | CYOtherRevenueAmt |
| PY Total Revenue | $47,713,884 | PYTotalRevenueAmt |
| CY Total Revenue | $47,904,041 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $48,269 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,231,372 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,017,374 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,248,730 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $112,561 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,934,887 | PYOtherExpensesAmt |
| CY Other Expenses | $22,184,352 | CYOtherExpensesAmt |
| PY Total Expenses | $49,000,530 | PYTotalExpensesAmt |
| CY Total Expenses | $48,664,454 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,286,646 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$760,413 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,592,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,757,736 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,134,129 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,059,302 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,458,847 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,698,434 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Milwaukee Center for Independence, Inc. (MCFI) assists individuals and families with special needs to better live and work in the community. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,936,898 | ExpenseAmt |
| Grant | $46,546 | GrantAmt |
| Revenue | $19,320,725 | RevenueAmt |
| Desc | MCFI's Behavioral Health Services division supports adults living with serious mental illness, addiction, or chronic health conditions. Services offered include supportive case management, crisis intervention, medication management, housing, outpatient clinical services, primary care services, and benefit advocacy. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,846,174 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $13,726,027 | RevenueAmt |
| Desc | MCFI's Commercial & Employment programs support people with barriers to work - including disabilities, literacy gaps, and past criminal convictions - through skill development and education, placement, and coaching. Participants in the program learn self-management skills and receive on-the-job experience in the food service, custodial, and assembling and packaging industries. MCFI supports businesses with recruitment, evaluation, training and placement services, and helps identify tasks and projects for job-seekers to increase their employability. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,227,714 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,500,341 | RevenueAmt |
| Desc | MCFI's Supportive Living & Clinical division supports daily living skills for individuals living with disabilities. Participants in the program receive a wide range of services to improve their health and well-being, independent living skills, and ability to socialize and be an active part of the community. Supportive Living and Clinical also offers a rehabilitation program for people recovering from a brain injury, stroke, or neurological condition. Services include rehabilitation, clinical management, medication management, therapies, and community and social re-integration, with all services individualized to each client to ensure they meet their recovery goals. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,007,218 | ExpenseAmt |
| Grant | $2,184,826 | GrantAmt |
| Revenue | $3,830,956 | RevenueAmt |
| Desc | Children's, Self Directed & Fiscal (Rep Payee), and other misc revenue through allocated and other departments. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,007,218 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,184,826 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,830,956 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $43,018,004 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1010 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bridget Fassett | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4149372020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 W Wells St | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532332720 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Teri Zywicki | ||||||||||
| President/CEO | 40.00 | 5.00 | Yes (X) | Yes (X) | $395,329 | $0 | $27,111 | |||
| Bridget Fassett | ||||||||||
| Treasurer | 40.00 | 5.00 | Yes (X) | Yes (X) | $224,500 | $0 | $7,447 | |||
| Margaret Fischbach | ||||||||||
| Secretary | 40.00 | 5.00 | Yes (X) | $124,984 | $0 | $16,353 | ||||
| Dennise Lavrenz | ||||||||||
| Sr VP Clinical | 40.00 | 5.00 | $184,140 | $0 | $11,902 | Yes (X) | ||||
| Heidi Chada | ||||||||||
| VP Commercial & Employment | 45.00 | $158,017 | $0 | $33,063 | Yes (X) | |||||
| John Chianelli | ||||||||||
| VP Whole Health Clinical G | 45.00 | $150,446 | $0 | $23,872 | Yes (X) | |||||
| Denise Banks | ||||||||||
| VP Human Resources | 40.00 | 5.00 | $161,825 | $0 | $8,423 | Yes (X) | ||||
| Deanna Chernouski | ||||||||||
| VP Finance & Controller | 40.00 | 5.00 | $125,439 | $0 | $5,781 | Yes (X) | ||||
| Elizabeth Dunst | ||||||||||
| Nurse Practioner | 45.00 | $117,532 | $0 | $5,664 | Yes (X) | |||||
| Ann Martinek | ||||||||||
| Director Accounting & FP | 40.00 | 5.00 | $116,835 | $0 | $14,793 | Yes (X) | ||||
| Michelle Kutcher | ||||||||||
| Managing Pharmicist | 45.00 | $115,043 | $0 | $32,133 | Yes (X) | |||||
| Dr Howard Garber Phd | ||||||||||
| Former President/CEO | 0.00 | $236,561 | $0 | $2,524 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,110,651 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $189,066 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Joxel Group LLC | |||||
| 10555 N Port Washington Rd | Mequon | WI | 53092 | IT consulting | $585,377 |
| Founders 3 Management Company | |||||
| 252 East Highland Avenue | Milwaukee | WI | 53202 | Facilities management | $244,095 |
| Kforce | |||||
| 1001 East Palm Ave | Tampa | FL | 33605 | Temporary Help | $186,662 |
| Paycom Payroll LLC | |||||
| 7501 W Memorial Rd | Oklahoma City | OK | 73142 | Payroll processing | $174,712 |
| Quarles & Brady | |||||
| 411 E Wisconsin Ave | Milwaukee | WI | 53202 | Legal | $135,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,844,817 | RelatedOrganizationsAmt |
| Government Grants | $3,548,040 | GovernmentGrantsAmt |
| All Other Contributions | $133,135 | AllOtherContributionsAmt |
| Total Contributions | $5,525,992 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Behavioral Health Serv | 624100 | $19,320,725 | $19,320,725 |
| Commercial & Employmen | 624310 | $13,726,027 | $13,726,027 |
| Supportive Living & Cl | 624100 | $5,500,341 | $5,500,341 |
| Children's Services | 624100 | $3,214,408 | $3,214,408 |
| Self Directed & Fiscal | 624100 | $143,639 | $143,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,905,140 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,760 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,760 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $268,514 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $268,514 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $268,514 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $268,514 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Insurance Settlements/ | 524298 | $120,277 | $120,277 |
| Other | 900099 | $25,358 | $25,358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $145,635 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,904,041 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,378,049 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,184,826 | TotalAmt |
| Program Services | $2,184,826 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,546 | TotalAmt |
| Program Services | $46,546 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,357,163 | TotalAmt |
| Program Services | $594,630 | ProgramServicesAmt |
| Management And General | $762,533 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,775,227 | TotalAmt |
| Program Services | $16,513,957 | ProgramServicesAmt |
| Management And General | $2,182,699 | ManagementAndGeneralAmt |
| Fundraising | $78,571 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,023 | TotalAmt |
| Program Services | $405,215 | ProgramServicesAmt |
| Management And General | $78,271 | ManagementAndGeneralAmt |
| Fundraising | $1,537 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,143,363 | TotalAmt |
| Program Services | $1,933,178 | ProgramServicesAmt |
| Management And General | $204,982 | ManagementAndGeneralAmt |
| Fundraising | $5,203 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,487,954 | TotalAmt |
| Program Services | $1,285,096 | ProgramServicesAmt |
| Management And General | $196,104 | ManagementAndGeneralAmt |
| Fundraising | $6,754 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,870 | TotalAmt |
| Management And General | $153,870 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,598 | TotalAmt |
| Program Services | $21,675 | ProgramServicesAmt |
| Management And General | $37,923 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,777,118 | TotalAmt |
| Program Services | $1,240,927 | ProgramServicesAmt |
| Management And General | $536,191 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,894 | TotalAmt |
| Program Services | $78,567 | ProgramServicesAmt |
| Management And General | $917 | ManagementAndGeneralAmt |
| Fundraising | $410 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,241,939 | TotalAmt |
| Program Services | $14,814,632 | ProgramServicesAmt |
| Management And General | $427,160 | ManagementAndGeneralAmt |
| Fundraising | $147 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,676 | TotalAmt |
| Program Services | $196,292 | ProgramServicesAmt |
| Management And General | $391,681 | ManagementAndGeneralAmt |
| Fundraising | $8,703 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,702,031 | TotalAmt |
| Program Services | $1,456,925 | ProgramServicesAmt |
| Management And General | $236,324 | ManagementAndGeneralAmt |
| Fundraising | $8,782 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,372 | TotalAmt |
| Program Services | $565,909 | ProgramServicesAmt |
| Management And General | $12,389 | ManagementAndGeneralAmt |
| Fundraising | $74 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,860 | TotalAmt |
| Program Services | $3,260 | ProgramServicesAmt |
| Management And General | $14,460 | ManagementAndGeneralAmt |
| Fundraising | $140 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,155 | TotalAmt |
| Program Services | $243,352 | ProgramServicesAmt |
| Management And General | $143,803 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,191,100 | TotalAmt |
| Program Services | $1,063,306 | ProgramServicesAmt |
| Management And General | $127,794 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,086 | TotalAmt |
| Program Services | $362,425 | ProgramServicesAmt |
| Management And General | $3,801 | ManagementAndGeneralAmt |
| Fundraising | $860 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues | $25,974 | $8,621 | $16,979 | $374 |
| Miscellaneous | $1 | $0 | $1 | $0 |
| Bad Debt Expense | -$95,644 | -$95,644 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,322 | TotalAmt |
| Program Services | $94,309 | ProgramServicesAmt |
| Management And General | $6,007 | ManagementAndGeneralAmt |
| Fundraising | $1,006 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,664,454 | TotalAmt |
| Program Services | $43,018,004 | ProgramServicesAmt |
| Management And General | $5,533,889 | ManagementAndGeneralAmt |
| Fundraising | $112,561 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,943,057 | BOYAmt |
| EOY | $6,045,846 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,834,082 | BOYAmt |
| EOY | $10,374,853 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213,571 | BOYAmt |
| EOY | $1,213,746 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $776,831 | BOYAmt |
| EOY | $856,659 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $907,124 | BOYAmt |
| EOY | $764,709 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,946,738 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,729,736 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,090,912 | BOYAmt |
| EOY | $14,217,002 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,720 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50 | BOYAmt |
| EOY | $50 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,825,629 | BOYAmt |
| EOY | $4,284,871 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,592,976 | BOYAmt |
| EOY | $37,757,736 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,344,676 | BOYAmt |
| EOY | $21,649,087 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,418,643 | BOYAmt |
| EOY | $1,188,380 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,370,810 | BOYAmt |
| EOY | $7,221,835 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,134,129 | BOYAmt |
| EOY | $30,059,302 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,979,069 | BOYAmt |
| EOY | $4,433,132 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,479,778 | BOYAmt |
| EOY | $3,265,302 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,458,847 | BOYAmt |
| EOY | $7,698,434 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,592,976 | BOYAmt |
| EOY | $37,757,736 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$760,413 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,249,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,059,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,871,787 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,833,927 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,525,992 | CurrentTaxYearAmt |
| Total | $38,540,090 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,384,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,765,979 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,423,656 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,489,880 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,905,140 | CurrentTaxYearAmt |
| Total | $196,968,683 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,633,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,825,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,295,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,323,807 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,431,132 | CurrentTaxYearAmt |
| Total | $235,508,773 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,708 | CurrentTaxYearMinus4YearsAmt |
| Total | $3,708 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,708 | CurrentTaxYearMinus4YearsAmt |
| Total | $3,708 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $235,505,065 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,165 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,760 | CurrentTaxYearAmt |
| Total | $286,755 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,165 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,760 | CurrentTaxYearAmt |
| Total | $286,755 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,437 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $297,711 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $145,635 | CurrentTaxYearAmt |
| Total | $469,783 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,745,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,863,469 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,348,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,672,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,635,527 | CurrentTaxYearAmt |
| Total | $236,265,311 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99680 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99700 | PublicSupportPY509Pct |
| Investment Income CY | 0.00120 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00120 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING INSURANCE SETTLEMENT/PREMIUM REFUNDED OTHER | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,282 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $62,282 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,528 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,820 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,066 | AdministrativeExpensesAmt |
| End Year Balance | $62,282 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,528 | BeginningYearBalanceAmt |
| Other Expenditures | $116,000 | OtherExpendituresAmt |
| End Year Balance | $48,528 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $153,554 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,510 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,536 | AdministrativeExpensesAmt |
| End Year Balance | $164,528 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,895 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$4,742 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,599 | AdministrativeExpensesAmt |
| End Year Balance | $153,554 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,259,216 | OtherCostOrOtherBasisAmt |
| Book Value | $1,259,216 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,179,101 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,244,842 | DepreciationAmt |
| Book Value | $10,934,259 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,211,670 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,976,412 | DepreciationAmt |
| Book Value | $235,258 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,296,751 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,508,482 | DepreciationAmt |
| Book Value | $1,788,269 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,217,002 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Interest in assets of Milwaukee Center for Independence Foundation, Inc. | $3,096,491 |
| Consumer Representative Payee Funds | $1,193,517 |
| FEA Payroll Advances and Withholdings | -$5,137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,284,871 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | The organization receives funds from certain government agencies as reimbursement for the payroll of home care workers who provide services to clients of the granting agency. The funds received from these agencies are not considered the organization's assets, however they are deposited in the organization's bank accounts until disbursed. The organization also receives consumer representative payee funds that are disbursed as needed to pay for the personal living expenses of the respective consumers. |
| Part V, Line 4: | The organization intends to use the endowment funds to support the operations of its behavioral health program. The balance of the endowment was transferred to MCFI Foundation. It will be tracked and accounted for under the MCFI Foundation's Board of Directors. |
| Part X, Line 2: | CFI and its related corporations are nonprofit corporations as defined in Section 501(c)(3) of the Internal Revenue Code (the Code) and are exempt from federal and state income taxes on related income pursuant to Section 501(a) of the Code as other than a private foundation. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|
| Milwaukee Center For Independence Foundation | |
| $1,312,886 | Forgive inter-company debt. |
| School for Early Development & Achievement | |
| $871,940 | Liquidate controlled entity. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| Allowances for personal living expenses | 67 | $46,479 | Book value |
| Medical assistance paid to specific individuals | 6 | $67 | Book value |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The organization periodically provides operating support to its related organizations and generally does not provide grants and other assistance to individuals or unrelated organizations that necessitates monitoring the use of funds after they are disbursed. The organization does provide specific services to individuals under programs funded by government grants and other contributions. These services are generally provided as part of the organization's regular operations as planned activities and events that are supervised by the organization's management and other personnel. If programs are funded by government grants, the organization's program managers review the related expense to ensure the individuals are eligible to receive the assistance and the costs are allowed by the applicable provisions of law, regulations, contracts, and grant agreements. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Teri Zywicki | ||||||||||||||
| President/CEO | $392,557 | $0 | $0 | $0 | $2,772 | $0 | $19,890 | $0 | $7,221 | $0 | $422,440 | $0 | $0 | $0 |
| Bridget Fassett | ||||||||||||||
| Treasurer | $223,778 | $0 | $0 | $0 | $722 | $0 | $7,447 | $0 | $0 | $0 | $231,947 | $0 | $0 | $0 |
| Dennise Lavrenz | ||||||||||||||
| Sr VP Clinical | $182,925 | $0 | $0 | $0 | $1,215 | $0 | $11,902 | $0 | $0 | $0 | $196,042 | $0 | $0 | $0 |
| Heidi Chada | ||||||||||||||
| VP Commercial & Employment | $157,624 | $0 | $0 | $0 | $393 | $0 | $8,535 | $0 | $24,528 | $0 | $191,080 | $0 | $0 | $0 |
| John Chianelli | ||||||||||||||
| VP Whole Health Clinical G | $149,876 | $0 | $0 | $0 | $570 | $0 | $7,786 | $0 | $16,086 | $0 | $174,318 | $0 | $0 | $0 |
| Denise Banks | ||||||||||||||
| VP Human Resources | $161,226 | $0 | $0 | $0 | $599 | $0 | $834 | $0 | $7,589 | $0 | $170,248 | $0 | $0 | $0 |
| Dr Howard Garber Phd | ||||||||||||||
| Former President/CEO | $168,291 | $0 | $0 | $0 | $68,270 | $0 | $2,524 | $0 | $0 | $0 | $239,085 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | CFI periodically hires an independent consulting firm to perform a study of the compensation of the President and certain other employees based on their job descriptions. The consulting firm conducts market research and determines a fair compensation range for each individual based on a competitive peer group. In between these periodic independent studies, the VP Human Resources determines appropriate compensation ranges for the President and certain other employees by reviewing the Form 990 of similar organizations and other market data. As reports are completed, the President's compensation range is presented to, discussed with, and approved by the executive committee of the governing body. |
| Part I, Line 4b | Dr. Howard Garber participates in a supplemental non-qualified retirement plan. Dr. Howard Garber received a payment of $68,270 from the plan in 2019. No contributions were made to the plan in 2019. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | MCFI has a single class of members, and the sole member is CFI. |
| Form 990, Part VI, Section A, line 7a | CFI has the power to elect the Board of Directors of MCFI. |
| Form 990, Part VI, Section A, line 7b | CFI, the sole member, has the power to (a) adopt and amend the Articles of Incorporation, (b) adopt and approve the Bylaws, and any amendments, modifications, or restatements thereto, (c) adopt and approve the mission, purpose, or scope of the corporation, or a material change of the location, size, or scope of its services, programs, operations, educational affiliations, or related agreements, (d) approve the sale, lease, purchase, creation, dissolution, conveyance, disposal, mortgage, or grant of a security interest of or in any affiliated, controlled, or joint venture entity, any real or personal property or other assets (or any interest in any of the foregoing), or the incurrence of debt for money borrowed or the guaranty of the debt of another, in each case above, other than in the ordinary course of business, (e) approve the merger, consolidation, acquisition, liquidation, or dissolution of the corporation, or the sale of all or substantially all of the assets of the corporation, (f) ratify the appointment and removal of the officers of the corporation, (g) approve annual operating or capital budgets, strategic and long-range plans, major fund-raising programs, or other agreements, and other financial commitments and any material deviations from such budgets, plans, agreements, or commitments, and (h) approve financial, accounting, human resource, employee benefit, and other policies and procedures, and the appointment or engagement of all auditors, legal counsel, and consultants. |
| Form 990, Part VI, Section B, line 11b | MCFI is an affiliate of CFI, which assists in managing the organization. CFI Finance management and staff completed the Form 990 and related schedules. Following completion, the Form 990 and related schedules were reviewed by the Controller and the CFO. The draft was also reviewed by the Chairman of the CFI Audit Committee prior to submission to the IRS. A copy of the Form 990 was made available to the CFI Board of Directors and Finance Committee prior to submission to 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 signed statements are kept on file by CFI's Executive Office Manager. CFI's management makes determinations of whether a conflict exists and the members of the governing body review actual conflicts. Any person with a conflict is prohibited from participating in the governing body's deliberations and decisions on the transaction. |
| Form 990, Part VI, Section B, line 15 | CFI periodically hires an independent consulting firm to perform a study of the compensation of the President and certain other employees based on their job descriptions. The consulting firm conducts market research and determines a fair compensation range for each individual based on a competitive peer group. In between these periodic independent studies, the VP Human Resources determines appropriate compensation ranges for the President and certain other employees by reviewing the Form 990 of similar organizations and other market data. As reports are completed, the President's compensation range is presented to, discussed with, and approved by the executive committee of the governing body. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| School for Early Development & Achievement Inc | |||||||||||
| 2020 W Wells St | Milwaukee | WI | 532332720 | 392020392 | Education | WI | 501(c)(3) | line 2 | MCFI | Yes (1) | |
| Centers for Independence Inc | |||||||||||
| 2020 W Wells St | Milwaukee | WI | 532332720 | 391753381 | Support | WI | 501(c)(3) | line 12c | 0 | N/A | |
| MCFI Home Care LLC | |||||||||||
| 2020 W Wells St | Milwaukee | WI | 532332720 | 463893976 | Home Care | WI | 501(c)(3) | line 10 | CFI | 0 | |
| ILife LLC | |||||||||||
| 2020 W Wells St | Milwaukee | WI | 532332720 | 464245256 | Long-term care supports | WI | 501(c)(3) | line 10 | CFI | 0 | |
| New Health Services Inc | |||||||||||
| 2020 W Wells St | Milwaukee | WI | 532332720 | 464326394 | Home Care | WI | 501(c)(3) | line 10 | CFI | 0 | |
| Milwaukee Center for Independence Foundation Inc | |||||||||||
| 2020 W Wells St | Milwaukee | WI | 532332720 | 472334925 | Support | WI | 501(c)(3) | line 7 | CFI | 0 | |
| First Person Care Consultants LLC | |||||||||||
| 2020 W Wells St | Milwaukee | WI | 532332720 | 464525845 | Long-term care consulting | WI | 501(c)(3) | line 10 | CFI | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Highland Commons LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S 84th St Ste 100 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532141477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274279974 | EIN |
| Primary Activities | Housing | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCFI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.00010 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| School for Early Development and Achievement Inc | ||
| J | $132,203 | Book Value |
| School for Early Development and Achievement Inc | ||
| O | $15,542 | Book Value |
| School for Early Development and Achievement Inc | ||
| Q | $396,285 | Book Value |
| School for Early Development and Achievement Inc | ||
| B | $871,940 | Book Value |