2025-11-12T14:24:55-06:00 2024-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-01-01 390806257 MILWAUKEE CENTER FOR INDEPENDENCE INC MILW 4149372020 2020 W WELLS ST MILWAUKEE WI 53233 LESLIE HAYES-BAILEY CONTROLLER 4149372020 2025-11-11 1 0 JILL M BOYLE CPA P01246734 2627549400 2025-11-11 2024 2025-03-06 01:10:19Z LESLIE HAYES-BAILEY 2020 W WELLS ST MILWAUKEE WI 53233 48172516 0 X WWW.CFIHOPE.ORG X 1946 WI PARTNERING WITH PEOPLE OF ALL ABILITIES TO ADVANCE THEIR TOTAL HEALTH. 2 0 656 0 0 0 3533188 3263933 39414691 41680914 232555 2640661 -787085 288047 42393349 47873555 2248000 35961 0 0 21418964 23136230 0 0 65613 24994812 25680978 48661776 48853169 -6268427 -979614 27608753 30879974 37258178 41509017 -9649425 -10629043 X MILWAUKEE CENTER FOR INDEPENDENCE, INC. (MCFI) PARTNERS WITH PEOPLE OF ALL ABILITIES TO ADVANCE THEIR TOTAL HEALTH WITH A VISION OF CREATING HEALTHY AND HOPEFUL COMMUNITIES. 0 0 24633972 35961 24880060 MCFI'S BEHAVIORAL HEALTH SERVICES DIVISION SERVES 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, AND BENEFIT ADVOCACY. 14565508 14684669 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 AND CUSTODIAL INDUSTRIES. MCFI SUPPORTS BUSINESSES WITH RECRUITMENT, EVALUATION, TRAINING AND PLACEMENT SERVICES, AND HELPS IDENTIFY TASKS AND PROJECTS FOR JOB-SEEKERS TO INCREASE THEIR EMPLOYABILITY. 2060681 MCFI'S CHILDRENS SERVICES OFFER EARLY INTERVENTION AND EDUCATION PROGRAMS TO HELP CHILDREN WITH DEVELOPMENTAL CHALLENGES OVERCOME THE ODDS AND REACH THEIR HIGHEST POTENTIAL. SERVICES INCLUDE BIRTH-TO-THREE IN HOME EDUCATION AND SPECIALIZED THERAPIES FOR INFANTS AND TODDLERS AT RISK OF DEVELOPMENTAL DELAYS. PEDIATRIC SKILLED NURSING PROVIDES MEDICAL DAY CARE FOR CHILDREN WITH COMPLEX MEDICAL NEEDS, AND WELLS STREET ACADEMY IS A PRIVATE SCHOOL OFFERING EDUCATION TO CHILDREN IN A SETTING THAT MEETS THEIR MEDICAL NEEDS. 2283154 2404232 OTHER PROGRAMS AT MCFI INCLUDE DAY PROGRAMMING FOR ADULTS WITH DEVELOPMENTAL DELAYS AND TRAUMATIC BRAIN INJURIES, REPRESENTATIVE PAYEE SERVICES, AND OTHER MISCELLANEOUS REVENUE THROUGH ADMINISTRATIVE AND OTHER DEPARTMENTS. 2283154 2404232 43543315 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 7 0 656 1 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X LESLIE HAYES-BAILEY 4149372020 2020 W WELLS ST MILWAUKEE WI 53233 ELSMO LEIF SVERRE PRESIDENT/CEO 40.00 5.00 X X 323056 0 53025 FASSETT BRIDGET THRU 121824 CFO/TREASURER 40.00 5.00 X X 236247 0 41382 DEVOUGAS STEVEN MARCEL VP LEGAL & COMPLIANCE 40.00 5.00 X X 156494 0 29009 CHADA HEIDI LYNNE VP NUTRITION & EMPLOYMENT SERVICES 45.00 0.00 X 189144 0 44271 HANRAHAN LEIGHANN VP HUMAN RESOURCES 45.00 0.00 X 179571 0 13340 WILLIAMS CHRISTOPHER PAUL THRU 0906 CHIEF STRATEGY & OPERATION OFFICE 45.00 0.00 X 179449 0 25673 LATHEROW PAMELA LEE CHIEF INFORMATION OFFICER 45.00 0.00 X 172368 0 22321 JACKSON BECKY VP HOME & COMMUNITY BASED SERVICES 45.00 0.00 X 141639 0 6362 1577968 0 235383 21 0 1 0 EXTENSION INC 10100 INNOVATION DRIVE WAUWATOSA WI 53226 SERVICES - TEMP HELP 1176370 ALLIANCE SERVICES INC 910 S MAIN ST WEST BEND WI 53095 SERVICES - TEMP HELP 405835 AMERGIS HEALTHCARE STAFFING INC 12558 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 SERVICES - TEMP HELP 375824 BAIRESDEV LLC 1999 SOUTH BASCOM AVENUE SUITE 700 CAMPBELL CA 95008 SERVICES - TEMP HELP 211306 CONXT JIGSAW 515 W NORTHSHORE DRIVE HARTLAND WI 53029 SERVICES - CONSULTING 147111 9 154554 3065164 44215 3529 3263933 BEHAVIORAL HEALTH SERVICES 624100 24880060 24880060 COMMERCIAL AND EMPLOYMENT 624100 14684669 14684669 SUPPORTIVE LIVING 624100 1937311 1937311 SELF DIRECTED 624100 178874 178874 41680914 181622 181622 2758000 298961 2459039 2459039 2459039 OTHER 624100 288047 288047 288047 47873555 41968961 0 2640661 35961 35961 887126 298515 588611 17999267 15274644 2724623 862344 685501 176843 1961133 1655961 305172 1426360 1186977 239383 49162 920 48242 36822 9500 27322 2223510 1734972 432774 55764 7771 604 7167 19282730 19060790 221940 433693 258353 168261 7079 1540055 1374812 162982 2261 549622 543812 5810 29606 16561 13045 864 825 39 907139 821585 85554 460001 456907 2664 430 BAD DEBT 94419 94419 DUES 51899 18822 32998 79 OTHER EXPENSES 13685 12874 811 48853169 43543315 5244241 65613 X 2621 2585 956686 3763645 9765784 10150114 666879 688586 447170 726293 728982 647198 21007109 10780098 10844975 10227011 50 50 4195606 4674492 27608753 30879974 35629890 5237304 1226425 1281173 401863 0 0 34990540 37258178 41509017 X -12143633 -13163937 2494208 2534894 -9649425 -10629043 27608753 30879974 -979614 -4 0 X X 0 1 X 1 1 1 X 10897095 8666904 4818635 4068192 3263933 31714759 30995361 339970994 36780698 39414691 41680914 488842658 41892456 348637898 41599333 43482883 44944847 520557417 0 3050924 3050924 3050924 3050924 517506493 47865 26270 27954 190350 181622 474061 47865 26270 27954 190350 181622 474061 76134 109507 90460 12917 288047 577065 42016455 348773675 41717747 43686150 45414516 521608543 0.99210 0.99850 0.00090 0.00070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER - 2020 AMOUNT: $ 76,134. 2021 AMOUNT: $ 109,507. 2022 AMOUNT: $ 90,460. 2023 AMOUNT: $ 12,917. 2024 AMOUNT: $ 288,047. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 310357 764003 1074360 2715239 12625383 8274464 7066158 462970 327905 135065 3616647 1785641 1831006 512510 392088 120422 10227011 BENEFICIAL INTEREST IN AFFILIATED FOUNDATION 2469354 CONSUMER REPRESENTATIVE PAYEE FUNDS 1281173 OPERATING ROU 923965 4674492 DUE TO AFFILIATE 34282390 OPERATING LEASE LIABILITY 708150 34990540 X 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 X, LINE 2: CFI AND ITS RELATED CORPORATIONS ARE NONPROFIT CORPORATIONS AS DESCRIBED 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. THE CENTER FILES VARIOUS FEDERAL OR STATE NON-PROFIT TAX RETURNS. THE CENTER IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2021. 1 ALLOWANCE FOR PERSONAL LIVING EXPENSES 127 35961 PART I, LINE 2: 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. X X X X X 0 1 0 0 0 0 0 0 0 ELSMO LEIF SVERRE PRESIDENT/CEO 323056 0 0 0 0 0 23450 0 29575 0 376081 0 0 0 FASSETT BRIDGET THRU 121824 CFO/TREASURER 236247 0 0 0 0 0 10628 0 30754 0 277629 0 0 0 CHADA HEIDI LYNNE VP NUTRITION & EMPLOYMENT SERVICES 189144 0 0 0 0 0 13788 0 30483 0 233415 0 0 0 WILLIAMS CHRISTOPHER PAUL THRU 0906 CHIEF STRATEGY & OPERATION OFFICE 179449 0 0 0 0 0 5687 0 19986 0 205122 0 0 0 LATHEROW PAMELA LEE CHIEF INFORMATION OFFICER 172368 0 0 0 0 0 12198 0 10123 0 194689 0 0 0 HANRAHAN LEIGHANN VP HUMAN RESOURCES 179571 0 0 0 0 0 12512 0 828 0 192911 0 0 0 DEVOUGAS STEVEN MARCEL VP LEGAL & COMPLIANCE 156494 0 0 0 0 0 11407 0 17602 0 185503 0 0 0 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 AND DIRECTOR OF COMPENSATION, PAYROLL AND BENEFITS 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 A, LINE 6 MCFI HAS A SINGLE CLASS OF MEMBER 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 THE 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 PRESIDENT AND 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 OF HUMAN RESOURCES AND DIRECTOR OF COMPENSATION, PAYROLL AND BENEFITS REVIEW MARKET COMPARISONS OF SIMILAR ORGANIZATIONS. THE REPORTS ARE AVAILABLE TO THE EXECUTIVE COMMITTEE OF THE GOVERNING BOARD. 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. FORM 990, PART X, LINE 25 FOR CURRENT YEAR PRESENTATION INTER-AGENCY DUE TO WAS MOVED FROM ACCOUNTS PAYABLE TO OTHER LIABILITIES. FORM 990, PART XII, LINE 2C: CFI HAS AN AUDIT COMMITTEE THAT ASSISTS IN THE SELECION OF THE AUDITOR. THE COMMITTEE ALSO MEETS WITH THE AUDITORS AND REVIEWS THE AUDIT ON AN ANNUAL BASIS. CENTERS FOR INDEPENCENCE INC 2020 W WELLS ST MILWAUKEE WI 53233 391753381 SUPPORT WI 501(C)(3) LINE 12C, III-FI N/A 0 MCFI HOME CARE LLC 2020 W WELLS ST MILWAUKEE WI 53233 463893976 HOME CARE WI 501(C)(3) LINE 10 CENTERS FOR INDEPENCENCE INC 0 ILIFE LLC 2020 W WELLS ST MILWAUKEE WI 53233 464245256 LONG-TERM CARE SUPPORTS WI 501(C)(3) LINE 10 CENTERS FOR INDEPENCENCE INC 0 MILWAUKEE CENTER FOR INDEPENDENCE FOUNDATION INC 2020 W WELLS ST MILWAUKEE WI 53233 472334925 SUPPORT WI 501(C)(3) LINE 8 CENTERS FOR INDEPENCENCE INC 0 FIRST PERSON CARE CONSULTANTS LLC 2020 W WELLS ST MILWAUKEE WI 53233 464525845 LONG-TERM CARE CONSULTING WI 501(C)(3) LINE 10 CENTERS FOR INDEPENCENCE INC 0 HIGHLAND COMMONS LLC 135 S 84TH ST SUITE 100 MILWAUKEE WI 53214 274279974 HOUSING WI MILWAUKEE CENTER FOR INDEPENDENCE INC RELATED 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 1