2014-08-28T14:00:37-05:00 2013-12-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2013-01-01 391338354 ST AEMILIAN-LAKESIDE INC STAE 4144631880 8901 W CAPITOL DRIVE MILWAUKEE WI 53222 BRIDGET FASSETT CFO 4144631880 2014-08-20 1 KARELYN J BECK CPA P00474979 2627549400 2014-08-20 2013 2015-11-30 17:44:51Z TERI ZYWICKI 8901 W CAPITOL DRIVE MILWAUKEE WI 53222 16401620 0 X WWW.ST-AL.ORG X 1850 WI TO PROVIDE FAMILY-CENTERED CARE AND EDUCATIONAL SERVICES, INCLUDING THERAPY, SUPPORT, AND PREVENTION SERVICES, TO CHILDREN AND THEIR FAMILIES. 16 15 396 4 42165 0 527189 578552 15432513 15777741 2907 2844 40051 42483 16002660 16401620 1395190 1497512 0 0 11341355 11881005 0 0 47990 2986398 3017761 15722943 16396278 279717 5342 6954279 6988813 1060700 1090361 5893579 5898452 TO PROVIDE FAMILY-CENTERED CARE AND EDUCATIONAL SERVICES, INCLUDING THERAPY, SUPPORT, AND PREVENTION SERVICES, TO CHILDREN AND THEIR FAMILIES. 0 0 6512774 1352458 7460555 TREATMENT FOSTER CARE: PROVIDES TREATMENT FOSTER HOMES FOR BOYS AND GIRLS AGES 0 TO 18 THAT HAVE SPECIAL EMOTIONAL, BEHAVIORAL, AND ACADEMIC NEEDS. ALSO, PROVIDES SPECIALIZED SERVICES TO PREVENT PLACEMENT DISRUPTION, MEET INDIVIDUAL TREATMENT NEEDS, AND ACHIEVE BEST POSSIBLE OUTCOMES FOR CHILDREN AND THEIR FAMILIES. THE FOUR LEVELS OF TREATMENT FOSTER CARE ARE SUPPORTIVE, ENHANCED, INTENSIVE, AND EXCEPTIONAL. 3786351 95176 4661497 RESIDENTIAL: PROVIDES STRENGTH BASED SOLUTION-FOCUSED TREATMENT THAT FOCUSES ON THE CHILD, FAMILY, AND THE COMMUNITY. SERVES BOYS AGES 6TO 16 WITH SERIOUS EMOTIONAL AND BEHAVIORAL PROBLEMS. INDIVIDUALIZED TREATMENT IN ACCORDANCE WITH THE TREATMENT GOALS DEVELOPED TOGETHER BY THE THERAPIST, CHILD, FAMILY, AND PURCHASER. SAFE, NURTURING LIVING ENVIRONMENT IN DEVELOPMENTALLY AND THERAPEUTICALLY AGE-APPROPRIATE GROUP. ROLE MODELING, COUNSELING, AND 24-HOUR SUPERVISION BY TRAINED COUNSELORS IS PROVIDED. 2318178 49878 3655689 CARE COORDINATION AND OTHER PROGRAMS: CASE MANAGEMENT SERVICES PROVIDED TO EMOTIONALLY DISTURBED CHILDREN AND THEIR FAMILIES. EMPOWERING FAMILIES TO TAKE OVER AND MANAGE A CHILD'S CARE, INCLUDING ADVOCATING FOR THE CHILD IN THEIR SCHOOL AND COMMUNITY AND FINDING RESOURCES TO SUPPORT THE CHILD.SCHOOL: SERVES CHILDREN FROM ST. AEMILIAN-LAKESIDE'S RESIDENTIAL PROGRAMS AND FROM THE COMMUNITY. THE SCHOOL PROGRAM ADDRESSES TREATMENT NEEDS THROUGH AN INTENSIVE MODEL COMBINING ACADEMICS, THERAPY, PROJECT-BASED INSTRUCTION AND SERVICE LEARNING. CLIENTS ARE PLACED BY SCHOOL DISTRICTS. 12617303 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 63 0 1 396 1 1 1 0 0 0 0 0 0 0 0 0 X 16 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X BRIDGET FASSETT 4144631880 8901 W CAPITOL DRIVE MILWAUKEE WI 53222 TERI ZYWICKI PRESIDENT & CEO 23.00 17.00 X X 212320 0 31589 JAMES PETERSON CHAIRMAN 1.00 X X 0 0 0 JOHN L NOWAK VICE CHAIRMAN 1.00 X X 0 0 0 CHRIS METRUSIAS TREASURER 1.00 X X 0 0 0 JOHN J KALTER SECRETARY 1.00 X X 0 0 0 ROGER B SIEGEL BOARD MEMBER 1.00 X 0 0 0 JACQUELINE HERD-BARBER BOARD MEMBER 1.00 X 0 0 0 MISSY LEVIT BOARD MEMBER 1.00 X 0 0 0 MARY L MCCORMICK BOARD MEMBER 1.00 X 0 0 0 BRIAN E PIER BOARD MEMBER 1.00 X 0 0 0 GLEN RAVEN BOARD MEMBER 1.00 X 0 0 0 JOHN TEEVAN BOARD MEMBER 1.00 X 0 0 0 CHARLES G VOGEL BOARD MEMBER 1.00 X 0 0 0 SR ROSE MARTIN WELDGEN BOARD MEMBER 1.00 X 0 0 0 JON ANDERSON BOARD MEMBER 1.00 X 0 0 0 WILLIAM HARRIGAN BOARD MEMBER 1.00 X 0 0 0 BRIDGET FASSETT CFO 28.00 11.00 X 91888 0 0 ANN LEINFELDER GROVE VP OF STRATEGY AND INNOV 40.00 X 110874 0 11308 TIMOTHY GROVE CHIEF CLINICAL OFFICER 40.00 X 100473 0 9270 FRANCIS B GAUNT CHIEF PROGRAM OFFICER 40.00 X 98821 0 9016 DENISE PILZ CHIEF PROGRAM OFFICER 40.00 X 98548 0 5179 712924 0 66362 3 0 1 0 DIERKS WAUKESHA PO BOX 0469 WAUKESHA WI 53187 FOOD 121573 AE BUSINESS SOLUTIONS 2310 CROSSROAD DR SUITE 2800 MADISON WI 53718 IT SUPPORT 106761 2 457177 121375 578552 TREATMENT FOSTER CASE 624100 7460555 7460555 RESIDENTIAL 624100 4661497 4661497 OTHER PROGRAM SERIVCE 624100 2335210 2335210 AGENCY 624100 993475 993475 RENTAL INCOME 624100 327004 327004 15777741 2844 2844 42165 0 42165 42165 42165 OTHER REVENUE 624100 318 318 318 16401620 15778059 42165 2844 1497512 1497512 779286 779286 8985066 7808652 1176414 1334363 1019519 314844 782290 632934 149356 529849 261861 267988 469053 243844 177219 47990 864840 488900 375940 322922 18457 304465 80381 67251 13130 STAFF DEVELOPMENT 487865 378968 108897 CONTRACT ADJUSMTNET 156440 156440 LICENSING & INSPECTION 49235 5785 43450 VEHICLE EXPENSE 39916 36472 3444 17260 708 16552 16396278 12617303 3730985 47990 550628 31409 941581 1769424 1109454 1004130 1344368 1255926 102614 108725 8733166 5913967 2905634 2819199 6954279 6988813 928617 912264 115000 169556 17083 8541 1060700 1090361 X 5592378 5597718 301201 300734 5893579 5898452 6954279 6988813 X 5342 -469 X 0 1 X 1 1 1 X 9730918 10271878 11969168 15643692 16029289 63644945 9730918 10271878 11969168 15643692 16029289 63644945 63644945 289614 332834 340355 360473 372013 1695289 1060 -1505 318 -127 65340107 0.97410 0.97310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 352221 352221 6698451 4832241 1866210 1547381 970983 576398 135113 110743 24370 2819199 X PART X, LINE 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO RECORDED UNCERTAIN TAX POSITIONS RECORDED IN 2013 AND 2012. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES VARIOUS FEDERAL OR STATE NON-PROFIT TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2010 AND 2009, RESPECTIVELY. 1 CLIENT ASSISTANCE AND FOSTER CARE 2000 1497512 FMV PART I, LINE 2: CLIENT ASSISTANCE DISBURSEMENTS ARE MONITORED BY THE ORGANIZATION AND DOCUMENTATION IS MAINTAINED. FOSTER CARE PAYMENTS ARE DISBURSED TO FOSTER PARENTS REGISTERED WITH THE ORGANIZATION FOR THE CARE OF FOSTER CHILDREN WITHIN THEIR HOME. X X X X X 0 0 0 0 0 0 0 0 0 TERI ZYWICKI PRESIDENT & CEO 211050 0 1270 0 0 0 17301 0 14288 0 243909 0 0 0 JON ANDERSON JOHN KALTER CHARLE DIRECTORS 43721 MR. ANDERSON, MR. KALTER, AND MR. VOGEL ARE SHAREHOLDERS OF GODFREY AND KAHN, S.C. THE ORGANIZATION PAID $43,721 TO GODFREY & KAHN, S.C. FOR LEGAL FEES. 0 FORM 990, PART III AS OF JANUARY 1, 2014 INTEGRATED FAMILY SERVICES, INC. MERGED ALL ASSETS AND OPERATIONS INTO ST. AEMILIAN LAKESIDE, INC. ALL INTEGRATED FAMILY SERVICES, INC. OPERATIONS WILL CONTINUE IN ST. AEMILIAN LAKESIDE, INC. FORM 990, PART VI, SECTION A, LINE 2 A FAMILY RELATIONSHIP EXISTS BETWEEN OFFICERS TIM GROVE AND ANN LEINFELDER GROVE. FORM 990, PART VI, SECTION B, LINE 11 THE CFO REVIEWS THE 990. A COPY IS SENT TO THE BOARD OF DIRECTORS VIA E-MAIL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CFO OVERSEES AND SIGNS OFF ON ALL VENDORS AND CONTRACTING ISSUES. THE PRESIDENT AND CFO ARE AWARE OF BOARD CONNECTIONS AND ARE COGNIZANT OF THOSE CONNECTIONS WHEN DOING PURCHASING. FORM 990, PART VI, SECTION B, LINE 15 FOR THE CEO, COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. FOR THE CFO, COMPENSATION IS DETERMINED BY THE CEO AND THE DIRECTOR OF HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: DECREASE IN TEMPORARILY RESTRICTED ASSETS -469. ST AEMILIAN-LAKESIDE FOUNDATION INC 8901 W CAPITOL DRIVE MILWAUKEE WI 53222 390806249 SUPPORT ST. AEMILIAN-LAKESIDE, INC. WI 501(C)(3) LINE 11A, I ST AEMILIAN-LAKESIDE INC 1 CAPITAL WEST ACADEMY INC 3939 N 88TH STREET MILWAUKEE WI 53222 200525693 OPERATE A CHARTER SCHOOL WI 501(C)(3) LINE 2 ST AEMILIAN-LAKESIDE INC 1 INTEGRATED FAMILY SERVICES INC 780 N WATER STREET MILWAUKEE WI 53202 202464480 FAMILY SERVICES WI 501(C)(3) LINE 9 ST AEMILIAN-LAKESIDE INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ST AEMILIAN-LAKESIDE FOUNDATION INC C 457177 CASH RECIEVED