2025-11-12T13:48:58-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-01-01 391017822 META HOUSE INC META 4149775808 2625 NORTH WEIL STREET MILWAUKEE WI 53212 VALERIE VIDAL PRESIDENT/CEO 4149775808 2025-11-11 1 1 KRISTEN DONLEVY P01670215 4144761880 2025-11-11 2024 2025-03-06 01:10:19Z VALERIE VIDAL 2625 NORTH WEIL STREET MILWAUKEE WI 53212 12076287 0 1 X WWW.METAHOUSE.ORG X 1962 WI META HOUSE ENDS THE GENERATIONAL CYCLE OF ADDICTION BY HEALING WOMEN AND STRENGTHENING FAMILIES. 16 16 138 136 0 0 8638683 10383094 1522999 1472834 82630 96412 57603 2815 10301915 11955155 3981408 5700000 0 0 6016342 6398152 0 0 448147 2641421 2690281 12639171 14788433 -2337256 -2833278 7064264 32120913 1521699 29248021 5542565 2872892 META HOUSE ENDS THE GENERATIONAL CYCLE OF ADDICTION BY HEALING WOMEN AND STRENGTHENING FAMILIES. 0 0 9661580 5700000 1472834 RESIDENTIAL TREATMENT PROGRAM - META HOUSE OPERATES RESIDENTIAL FACILITIES WITH 35 BEDS FOR WOMEN WHO REQUIRE THE STRUCTURE OF A 24-HOUR, SEVEN-DAY-PER-WEEK PROGRAM IN ORDER TO MAINTAIN SOBRIETY AND REBUILD THEIR LIVES. IN ADDITION, META HOUSE HOUSES UP TO 15 CHILDREN UNDER THE AGE OF 12 WHO LIVE WITH THEIR MOTHERS IN OUR FACILITY DURING THEIR MOTHERS' TREATMENT AND RECEIVE A VARIETY OF INTENSIVE SERVICES TO AMELIORATE THE IMPACT OF MATERIAL SUBSTANCE USE. 2670076 OUTPATIENT/TRANSITIONAL LIVING PROGRAM - TO MEET THE ADDITIONAL NEEDS OF WOMEN SEEKING SOBRIETY, META HOUSE PROVIDES GENDER-RESPONSIVE TREATMENT IN AN OUTPATIENT SETTING. THE OUTPATIENT PROGRAM OFFERS A SIMILAR ARRAY OF SERVICES AS THE RESIDENTIAL TREATMENT PROGRAM AND SERVES WOMEN WHO MAY BE ABLE TO MAINTAIN SOBRIETY WHILE LIVING IN THEIR OWN HOME, WITH THE HELP OF IN-HOME CASE MANAGEMENT VISITS. TRANSITIONAL LIVING - TO MEET THE NEEDS OF WOMEN AND FAMILIES THAT ARE HOMELESS AND IN NEED OF SAFE, AFFORDABLE HOUSING. PROVIDES 27 FURNISHED APARTMENTS IN TWO FACILITIES. 12331656 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 1 1 1 0 0 0 1 6 0 1 138 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X VALERIE VIDAL 4149775808 2625 NORTH WEIL STREET MILWAUKEE WI 53212 CHRISTINE CULVER CHAIR 2.00 X X 0 0 0 MARGARET KURLINSKI CHAIR-ELECT 1.00 X 0 0 0 JACKIE BULKOWSKI TREASURER 1.00 X X 0 0 0 JENNIFER STEFFENS SECRETARY 1.00 X X 0 0 0 CJ NEVILLE EX-OFFICIO 2.00 X X 0 0 0 ABIOLA KELLER BOARD MEMBER 1.00 X 0 0 0 DEBRA SADOW KOENIG BOARD MEMBER 1.00 X 0 0 0 AMY BOVI BOARD MEMBER 1.00 X 0 0 0 AMY ZOSEL BOARD MEMBER 1.00 X 0 0 0 MARIA N GONZALEZ EDWARDS BOARD MEMBER 1.00 X 0 0 0 JOHN CHIDESTER BOARD MEMBER 1.00 X 0 0 0 MARCOS VEGA BOARD MEMBER 1.00 X 0 0 0 ZACHARY ST MARTIN BOARD MEMBER 1.00 X 0 0 0 JESSICA P CULOTTI BOARD MEMBER 1.00 X 0 0 0 SCOTT HAPP BOARD MEMBER 1.00 X 0 0 0 BRITTANY GRAYSON BOARD MEMBER 1.00 X 0 0 0 JOHN RICHTER BOARD MEMBER 1.00 X 0 0 0 ADAM ARNDT BOARD MEMBER 1.00 X 0 0 0 NJERI JACKSON BOARD MEMBER 1.00 X 0 0 0 JILL HAMILL SOPHA BOARD MEMBER 1.00 X 0 0 0 CRAIG CERBINS BOARD MEMBER 1.00 X 0 0 0 VALERIE VIDAL PRESIDENT/CEO 40.00 X 232593 0 33136 JAMES HAMMOND COO 40.00 X 180902 0 13142 TRACY OERTER CHIEF CLINICAL SERVICES OF 40.00 X 152660 0 19024 TANNER MCCLINTON HEALTH & WELLNESS PRACTITIONER 40.00 X 113342 0 8482 CHRISTINE ULLSTRUP VICE PRESIDENT OF CLINICAL 32.00 X 105868 0 13107 ANDREA JEHLY DIRECTOR OF QUALITY AND COMPLIANCE 40.00 X 101459 0 9279 SARAH KOEHN DIRECTOR OF PHILANTHROPY & MARKETING 40.00 X 101339 0 2037 988163 0 98207 7 0 1 0 HUSCH BLACKWELL LLP 8001 FORSYTH BLVD STE 1500 ST LOUIS MO 63105 LEGAL 205000 FOLEY AND LARDNER LLP 777 EAST WISCONSIN AVENUE MILWAUKEE WI 53202 LEGAL 120000 BAKER TILLY US LLP PO BOX 7398 MADISON WI 53707 ACCOUNTING 112500 3 142056 457784 8604176 1179078 446089 10383094 MEDICAID PAYMENTS 623990 1472834 1472834 1472834 76645 76645 58276 0 58276 58276 58276 34600 14833 19767 19767 19767 39000 457784 106299 -67299 -67299 MISCELLANEOUS REVENUE 900099 7450 7450 LAUNDRY SERVICES 900099 3790 3790 MEDICAL RECORDS 900099 598 598 11838 11955155 1472834 0 99227 5700000 5700000 265730 207269 42517 15944 5144956 3822224 1066541 256191 584455 433957 121461 29037 403011 300046 82720 20245 5824 4336 1195 293 370416 174658 183298 12460 11100 8264 2278 558 269179 200407 55250 13522 351 261 72 18 147159 109561 30205 7393 575962 428763 118269 28930 3441 2562 706 173 22643 16858 4648 1137 214584 159760 44044 10780 281640 209684 57808 14148 97059 72261 19922 4876 EVALUATION AND RESEARCH 266838 198663 54770 13405 FOOD AND BEVERAGE 175705 130814 36064 8827 EQUIPMENT 116823 86976 23978 5869 MISCELLANEOUS 63628 13759 48941 928 67929 50573 13943 3413 14788433 12331656 2008630 448147 875906 1188179 1337945 17537123 645244 2929037 575182 1809523 70722 158325 11890292 4938656 2012684 6951636 1279989 1495412 13314 266592 38364 7064264 32120913 451236 897732 7955 179226 134196 0 28056452 928312 114611 1521699 29248021 X 5265601 321042 276964 2551850 5542565 2872892 7064264 32120913 -2833278 152577 11028 0 X 0 1 X 1 1 1 X 6594697 7848829 7564131 8638683 17980160 48626500 6594697 7848829 7564131 8638683 17980160 48626500 57839 48568661 76425 68197 90726 82630 75430 393408 19027 14904 17453 24930 11836 88150 49108058 4480082 0.98900 0.98670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 19,027. 2021 AMOUNT: $ 14,904. 2022 AMOUNT: $ 17,453. 2023 AMOUNT: $ 24,930. 2024 AMOUNT: $ 11,836. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44468 44468 11197821 4353688 6844133 240392 231934 8458 236328 217556 18772 171283 135478 35805 6951636 LEASE LIABILITY 27856 DUE TO THE FOUNDATION 86755 114611 X PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON THE RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM STATE INCOME TAXES. IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE ORGANIZATION DETERMINES WHETHER IT'S MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFITS OF THAT POSITION ARE NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE ON META HOUSE FOUNDATION THAT IS NOT INCLUDED FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ON META HOUSE FOUNDATION THAT IS NOT INCLUDED FUNDRAISING EXPENSES A DAY FOR META HOUSE 496784 457784 39000 106299 496784 457784 39000 106299 106299 -67299 1 META HOUSE FOUNDATION 2625 N WEIL STREET MILWAUKEE WI 53212 931510137 501(C)(3) 5699815 0 N/A FINANCING FOR A NEW BUILDING 1 0 PART I, LINE 2: META HOUSE MONITORS AND MAINTAINS DETAILED RECORDS OF ALL GRANTS, ENSURING TRANSPARENCY AND ACCOUNTABILITY IN THEIR FUNDING PRACTICES. AT PRESENT, META HOUSE ONLY PROVIDES FINANCIAL SUPPORT TO ORGANIZATIONS THAT ARE DIRECTLY RELATED TO ITS MISSION AND OBJECTIVES, FURTHER EMPHASIZING THE IMPORTANCE OF CAREFUL TRACKING AND OVERSIGHT OF GRANT ACTIVITIES. X X X 0 0 0 0 0 0 0 0 0 VALERIE VIDAL PRESIDENT/CEO 202593 0 30000 0 0 0 0 0 33136 0 265729 0 0 0 JAMES HAMMOND COO 178902 0 2000 0 0 0 0 0 13142 0 194044 0 0 0 TRACY OERTER CHIEF CLINICAL SERVICES OF 151160 0 1500 0 0 0 0 0 19024 0 171684 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS UTILIZED THE PERFORMANCE REVIEW OUTCOMES AND THE APPROVED PRESIDENT/CEO COMPENSATION STRUCTURE/PARAMETERS TO DETERMINE AND APPROVE THE PRESIDENT/CEO'S TOTAL REWARDS OUTCOME. THERE WAS A RECENT INDEPENDENT MARKET ANALYSIS PERFORMED TO HELP ENSURE THE PRESIDENT/CEO COMPENSATION RANGE IS FAIR, APPROPRIATE AND COMPETITIVE. X 10067 FMV X 1 425000 FMV X 14 1888 FMV X AUCTION ITEMS 21 3638 FMV X MISCELLANOUS 10 2625 FMV X HOLIDAY GIFTS FOR FAMILIES 6 2600 FMV X CLIENT ACTIVITY SUPPLIES 1 271 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE OF THE BOARD INCLUDING OFFICERS OF THE BOARD AND OTHER BOARD MEMBERS ARE ALLOWED TO ACT ON THE BOARDS BEHALF IF NEEDED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BEFORE SUBMITTING IT TO IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS/TRUSTEES, AND KEY EMPLOYEES ANNUALLY COMPLETE AND SIGN A FORM ACKNOWLEDGING THE CONFLICT OF INTEREST POLICY. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, THEY SHALL LEAVE THE MEETING DURING THE DICUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CONFLICTED DIRECTOR SHALL NOT VOTE ON OR PARTICIPATE IN ANY DISCUSSIONS RELATED TO THE CONFLICTED MATTER. ADDITIONALLY THE CONFLICTED DIRECTOR SHALL NOT RECEIVE ANY CONFIDENTIAL OR NONPUBLIC INFORMATION RELATED TO THE CONFLICTED MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS UTILIZED THE PERFORMANCE REVIEW OUTCOMES AND THE APPROVED PRESIDENT/CEO COMPENSATION STRUCTURE/PARAMETERS TO DETERMINE AND APPROVE PRESIDENT/CEO'S TOTAL REWARDS OUTCOME. THERE WAS A RECENT INDEPENDENT MARKET ANALYSIS PERFORMED TO HELP ENSURE THE PRESIDENT/CEO COMPENSATION RANGE IS FAIR, APPROPRIATE AND COMPETITIVE. PRESIDENT AND CEO AND THE DIRECTOR OF HUMAN RESOURCES REVIEWED COMPENSATION LEVELS WITH CURRENT MARKET SALARY RANGES TO DETERMINE COMPENSATION INCREASES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. META HOUSE HOLDINGS LLC 11933 W BURLEIGH STREET WAUWATOSA WI 53222 611601679 REAL ESTATE HOLDING WI 0 0 META HOUSING INC META HOUSE I LLC 2625 N WEIL STREET MILWAUKEE WI 53212 934317271 REAL ESTATE HOLDING WI 950810 22689492 META HOUSE INC META HOUSE FOUNDATION INC 2625 N WEIL STREET MILWAUKEE WI 53212 931510137 CARRY OUT THE EDUCATIONAL AND CHARITABLE PURPOSES OF META HOUSE INC. WI 501(C)(3) LINE 12A, I META HOUSE INC 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 META HOUSE FOUNDATION INC D 86755 FMV META HOUSE FOUNDATION INC B 13731040 FMV