2019-08-15T09:25:02-05:00 2019-03-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2018-04-01 390854841 ATTIC ANGEL ASSOCIATION ATTI 6086628900 640 JUNCTION ROAD MADISON WI 53717 MARY ANN DRESCHER PRESIDENT 6086628900 2019-08-14 1 LAURA SCHWEITZER CPA P01760010 6086628600 2019-08-14 67.137.57.251 2019-08-14 13:16:49 CD P 8CE248A2A105353C2290EAE329D0A70F281DB447 F7E35B63400230345D2F018ED440CE5992BA784B 2018 2019-02-21 02:37:17Z MARY ANN DRESCHER 640 JUNCTION ROAD MADISON WI 53717 8403652 0 X WWW.ATTICANGEL.ORG X 1926 WI MEMBERS MEET HEALTH AND HUMAN SERVICE NEEDS WITH SPECIAL CONCERN FOR THE CHILDREN AND ELDERLY. 12 12 370 528 0 463 384842 355964 6720294 4190999 1152582 1166277 50531 56609 8308249 5769849 225908 292138 0 0 5235281 3956956 0 0 -80046 2343509 1476107 7804698 5725201 503551 44648 15013813 15400850 313961 296600 14699852 15104250 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. 1 1 411728 292138 48800 ATTIC ANGEL ASSOCIATION - THE ASSOCIATION IS A 130 YEAR OLD INDEPENDENT ORGANIZATION OF OVER 528 MEMBERS. MEMBERS IMPROVE THE QUALITY OF LIFE FOR APPROXIMATELY 15,800 DANE COUNTY CHILDREN AND ELDERLY THROUGH CONTRIBUTIONS OF TIME, TALENT, AND FINANCIAL RESOURCES. 3869260 4130681 ATTIC ANGEL HEALTH CENTER - 44 BED SKILLED NURSING FACILITY THAT SERVES OVER 150 RESIDENTS PER YEAR, AS BOTH LONG TERM CARE SERVICES AND SHORT TERM REHABILITATIVE SERVICES ARE PROVIDED. 43188 0 19687 ATTIC ANGEL MANAGEMENT SERVICES, LLC PROVIDES MANAGEMENT SERVICES TO NONPROFIT SENIOR COMMUNITIES. 4324176 1 1 0 0 0 0 0 0 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 1 0 0 0 1 1 0 0 0 1 5 0 1 370 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 1 0 WI X X X JOANNE VACCARO 6086628895 8301 OLD SAUK ROAD MIDDLETON WI 53562 CAROLINE LIEDTKE PAST CHAIR 5.00 1.00 X 0 0 0 SALLY LORENZ CHAIR 10.00 5.00 X X 0 0 0 ALICE LEWANDOWSKI TREASURER 2.00 X X 0 0 0 RUTH MARION SECRETARY 1.00 X X 0 0 0 PAT MCCLIMON RELATIONS COORDINATOR 1.00 X 0 0 0 AMY NICKLES VICE CHAIR 10.00 2.00 X X 0 0 0 BARB ROCKENBACH DEVELOPMENT ASSISTANT 1.00 X 0 0 0 ELLEN WICKLAND DEVELOPMENT COORDINATOR 1.00 X 0 0 0 SHANNON DAVIDSON ASSISTANT TREASURER 2.00 X 0 0 0 ANNE DORN ASSISTANT SECRETARY 1.00 X 0 0 0 MARY MIEDANER DIRECTOR 1.00 X 0 0 0 JEANNE SANNA DIRECTOR 1.00 X 0 0 0 MARY ANN DRESCHER PRESIDENT 15.20 24.80 X 185996 0 23060 ANN MARTEL CHIEF FINANCIAL OFFICER 4.00 36.00 X 79689 0 3128 DEREK BUCKLEY CHIEF OPERATIONAL OFFICER 1.80 38.20 X 122693 0 5109 CHERYL MILLER CHIEF ADMINISTRATION OFFICER 1.00 39.00 X 114038 0 23564 LISA MCGLYNN DIRECTOR OF NURSING 1.00 39.00 X 102719 0 5762 605135 0 60623 4 0 1 0 0 110627 245337 91058 355964 HC NURSING 623000 4122512 4122512 DUES REVENUE 900099 48800 48800 MANAGEMENT SERVICES 900099 19687 19687 4190999 523312 523312 1500 0 1500 1500 1500 3143329 2500364 642965 642965 642965 159537 110627 133439 26098 26098 1557 0 1557 1557 INSURANCE PREMIUM REIMBURSEMENT 900099 19285 19285 MISCELLANEOUS REVENUE 900099 8169 8169 27454 5769849 4199168 0 1214717 292138 292138 112808 86767 26041 2949580 2226622 679512 43446 60887 46144 13848 895 809992 615261 183080 11651 23689 16803 6568 318 69900 69900 44554 40835 3719 18171 18171 17198 17198 140118 95930 44188 63554 18461 45093 577797 441596 136201 325 168 157 124145 121701 2444 112436 112436 40659 26756 13903 HEALTH CENTER RESIDENT 108073 108073 HEALTH CENTER MEDICAL 71148 9500 61648 HEALTH CENTER EQUIPMENT 44183 26428 17755 HEALTH CENTER THERAPY 42505 25118 17387 1341 13439 124258 -136356 5725201 4324176 1481071 -80046 129989 49268 168443 82448 27432 58408 3815 21838 2891096 645485 2270249 2245611 12349818 12629755 250000 64067 63522 15013813 15400850 41848 141979 18560 24052 253553 130569 313961 296600 X 14684272 15079750 15580 24500 14699852 15104250 15013813 15400850 X 44648 -214760 574510 X 0 1 X 1 0 X 675195 332416 420604 384842 355964 2169021 6712440 7126787 7208071 6881064 4352093 32280455 7387635 7459203 7628675 7265906 4708057 34449476 34417 12648 25296 72361 1563566 1563566 34417 12648 1588862 1635927 32813549 454239 315297 462635 380119 524812 2137102 454239 315297 462635 380119 524812 2137102 16332 38660 29240 47897 27454 159583 7858206 7813160 8120550 7693922 5260323 36746161 0.89300 0.94830 0.05820 0.05170 X 1506670 1506670 1316073 610790 705283 68353 34695 33658 2245611 CHARITABLE GIFT ANNUITY LIABILITY 52745 DUE TO AFFILIATES 77824 130569 ATTIC SALE 124349 38626 85723 18206 33967 CLASSIC CLOTHING 62392 34518 27874 39005 2 70959 37482 33477 40664 257700 110626 147074 18206 113636 131842 15232 1 CANOPY CENTER 1457 E WASHINGTON AVE STE 102 MADISON WI 53703 510211908 501(C)(3) 43850 TO HELP STRENGTHEN FAMILIES AND SUPPORT CHILDREN, TEENS AND ADULTS IMPACTED BY TRAUMA AND ADVERSITY. CATHOLIC CHARITIES OF MADISON 702 S HIGH POINT RD STE 201 MADISON WI 53719 390807067 501(C)(3) 12742 TO PROVIDE SERVICES THAT EFFECTIVELY ADDRESS THE PHYSICAL, EMOTIONAL, AND SPIRITUAL NEEDS OF INDIVIDUALS AND FAMILIES, DEVELOP SELF SUFFICIENCY, AND PROTECT, PRESERVE, AND PROMOTE THE DIGNITY OF PERSONS. DOMESTIC ABUSE INTERVENTION SERVICES 2102 FORDEM AVE MADISON WI 53704 391268238 501(C)(3) 20000 TO PROVIDE CRISIS INTERVENTION AND COMMUNITY EDUCATION/PREVENTION PROGRAMS AND PROVIDE SHELTER FOR VICTIMS OF DOMESTIC ABUSE. GOODMAN COMMUNITY CENTER 149 WAUBESA ST MADISON WI 53704 391919172 501(C)(3) 25000 STRENGTHENING LIVES IN OUR COMMUNITY. HORIZON HIGH SCHOOL PO BOX 45045 MADISON WI 53744 201240272 501(C)(3) 10000 TO PROMOTE THE ORGANIZATION'S MISSION TO FOSTER EMOTIONAL, SOCIAL AND ACADEMIC GROWTH FOR STUDENTS IN AN ALCOHOL AND DRUG FREE ENVIRONMENT. SAFE HARBOR CHILD ADVOCACY CENTER 1457 E WASHINGTON AVE STE 102 MADISON WI 53703 392004933 501(C)(3) 8000 TO REDUCE THE TRAUMA TO CHILDREN WHO ARE VICTIMS OF ABUSE, NEGLECT OR WITNESSES TO CRIMES BY CONDUCTING INTERVIEWS, INVESTIGATIONS, AND PROVIDING ONGOING ADVOCACY TO AFFECTED CHILDREN AND FAMILIES. THE RAINBOW PROJECT 831 E WASHINGTON AVE MADISON WI 53703 391422626 501(C)(3) 30000 TO PROMOTE THE ORGANIZATION'S MISSION TO PROVIDE RESTORATIVE HEALING AND HOPE FOR YOUNG CHILDREN AND THEIR FAMILIES WHO HAVE EXPERIENCED TRAUMA, BUILDING A FOUNDATION FOR THE MASTERY OF LIFE SUSTAINING SKILLS. THE ROAD HOME DANE COUNTY 128 E OLIN AVE NO 202 MADISON WI 53713 311618925 501(C)(3) 40000 TO HELP HOMELESS CHILDREN AND THEIR FAMILIES ACHIEVE AFFORDABLE, STABLE HOUSING. UNITED WAY OF DANE COUNTY 2059 ATWOOD AVE MADISON WI 53704 390817532 501(C)(3) 14241 TO FURTHER THE CAUSES SUPPORTED BY THE UNITED WAY OF DANE COUNTY VERA COURT NEIGHBORHOOD CENTER 614 VERA COURT MADISON WI 53704 391945609 501(C)(3) 15000 TO SUPPORT THE ORGANIZATION'S MISSION TO WORK WITH COMMUNITY MEMBERS AND ORGANIZATIONS TO PROVIDE PROGRAMMING AND SERVICES FOR CHILDREN, YOUTH, FAMILIES, SENIORS AND PEOPLE OF THE COMMUNITY. ATTIC ANGEL PLACE INC 8301 OLD SAUK ROAD MIDDLETON WI 53562 391919667 501(C)(3) 38752 RESIDENT AID FUND 11 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 0 0 0 0 1 1 0 0 MARY ANN DRESCHER PRESIDENT 182996 0 3000 0 0 0 9391 0 13669 0 209056 0 0 0 PART I, LINE 6 A $3,000 BONUS WAS PAID BASED ON NINE CRITERIA, ONE OF WHICH WAS MEETING THE BUDGETED NET OPERATING INCOME. X 42120 FMV X 1 950 FMV X FOOTBALL TICKETS 1 480 FACE VALUE 0 0 1 0 FORM 990, PART III, LINE 2 ATTIC ANGEL MANAGEMENT SERVICES, LLC A SINGLE MEMBER LLC OF ATTIC ANGEL ASSOCIATION, WAS FORMED IN AUGUST 2018. IT PROVIDES MANAGMENT SERVICES TO NONPROFIT SENIOR COMMUNITIES. FORM 990, PART III, LINE 3 EFFECTIVE 1/1/2019, ATTIC ANGEL HEALTH CENTER WAS RE-LICENSED AS A CBRF HELD BY ATTIC ANGEL PLACE, FROM A SNF HELD BY ATTIC ANGEL ASSOCIATION. 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 DIRECTOR OF FINANCE AND PRESIDENT WILL REVIEW THE DRAFT RETURN AND MAKE ANY NECESSARY CHANGES. THE DIRECTOR OF FINANCE AND PRESIDENT WILL REVIEW THE FINAL COPY OF THE RETURN AND PRESENT IT AT THE NEXT BOARD MEETING FOR REVIEW. AFTER THE RETURN IS PRESENTED TO THE BOARD, THE BOARD MINUTES REFLECT THAT MEMBERS HAD AN OPPORTUNITY TO REVIEW THE 990. 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. FORM 990, PART VI, SECTION B, LINE 16B A MAJORITY OF THE SHAREHOLDERS IN THE PARTNERSHIP ARE TAX EXEMPT ORGANIZATIONS AND GOVERNMENTAL ENTITIES. ATTIC ANGEL ASSOCIATION IS COMFORTABLE THAT THE PARTNERSHIP WILL ACT IN THE BEST INTEREST OF ITS EXEMPT PARTNERS. FORM 990, PART XI, LINE 9: HEALTH CENTER EQUITY ADJUSTMENT 574,510. ATTIC ANGEL MANAGEMENT SERVICES LLC 640 JUNCTION ROAD MADISON WI 53717 832402699 SENIOR COMMUNITY MANAGEMENT SERVICES WI 19687 13866 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 0 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 0 RIVERSONG INC 640 JUNCTION ROAD MADISON WI 53717 SENIOR RESIDENT HOUSING SERVICES WI 501(C)(3) LINE 10 ATTIC ANGEL ASSOCATION 0 1 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 0