2024-08-09T04:39:29-05:00 2023-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2023-01-01 391240200 ACCESS TO INDEPENDENCE INC ACCE 6082428484 3810 MILWAUKEE STREET MADISON WI 53714 JASON BELOUNGY EXECUTIVE DIRECTOR 6082428484 2024-08-08 1 1 DIANA G LUTTMANN P01075770 4142711451 2024-08-06 2023 2024-08-08 14:25:15Z JASON BELOUNGY 3810 MILWAUKEE STREET MADISON WI 53714 1865408 0 X WWW.ACCESSTOIND.ORG X 1976 WI ACCESS TO INDEPENDENCE, INC. IS A NON-PROFIT, CONSUMER CONTROLLED INDEPENDENT LIVING CENTER (ILC) THAT PROVIDES AN ARRAY OF SERVICES TO PEOPLE OF ALL AGES WITH ALL TYPES OF DISABILITIES IN DANE, COLUMBIA, GREEN, AND DODGE COUNTIES IN SOUTH-CENTRAL WISCONSIN. 12 12 18 18 0 0 1227984 1531224 62276 326894 23 27 6539 7263 1296822 1865408 0 0 0 0 750861 885510 0 0 26679 559406 1054910 1310267 1940420 -13445 -75012 458728 396094 235325 247703 223403 148391 ACCESS TO INDEPENDENCE, INC. IS A NON-PROFIT, CONSUMER CONTROLLED INDEPENDENT LIVING CENTER (ILC) THAT PROVIDES AN ARRAY OF SERVICES TO PEOPLE OF ALL AGES WITH ALL TYPES OF DISABILITIES IN DANE, COLUMBIA, GREEN, AND DODGE COUNTIES IN SOUTH-CENTRAL WISCONSIN. 0 0 684204 326894 INDEPENDENT LIVING SERVICES: DURING 2023, ACCESS TO INDEPENDENCE PROVIDED GOAL-DRIVEN INDEPENDENT LIVING SERVICES WITH 308 INDIVIDUALS WITH DISABILITIES. GOALS RELATED TO HOUSING, EMPLOYMENT, SKILLS TRAINING, TECHNOLOGY, AND ADVOCACY. ADDITIONALLY, ACCESS TO INDEPENDENCE PROVIDED INFORMATION, RESOURCES, AND REFERRALS TO 1,418 INDIVIDUALS IN THE SERVICE REGION, WHICH INCLUDED 4,125 CONTACTS, AND A TOTAL OF 1,954 HOURS FOR THE SERVICE. 989367 WISCONSIN PEER SPECIALIST EMPLOYMENT INITIATIVE (WPSEI): ACCESS TO INDEPENDENCE CONTINUED TO HOLD THE STATEWIDE CONTRACT WITH THE WI DEPARTMENT OF HEALTH SERVICES TO DELIVER ACTIVITIES AND OUTCOMES FOR THE INITIATIVE. MULTIPLE STATE-FUNDED AND PRIVATELY-FUNDED TRAININGS WERE CONDUCTED IN 2023. 101880 ASSISTIVE TECHNOLOGY (AT) PROGRAMS AND SERVICES: ACCESS TO INDEPENDENCE CONTINUED TO BE A TECHNOLOGY LEADER IN THE REGION WITH FREE DEMONSTRATION AND LOAN SERVICES, UTILIZING THE OVER-1,000 DEVICES THAT THE AGENCY HAS AVAILABLE. ADDITIONALLY, ACCESS TO INDEPENDENCE PROVIDED ASSISTANCE WITH ACQUIRING DEVICES, ALONG WITH SET-UP AND TRAINING ASSISTANCE. INDIVIDUALS WERE ALSO ASSISTED WITH LOCATING AND APPLYING FOR FUNDING TO ASSIST WITH PAYING FOR THE DEVICES, WHEN NEEDED. 1775451 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 41 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X JASON BELOUNGY 6082428484 3810 MILWAUKEE STREET MADISON WI 53714 JOANNA STORM DIRECTOR 1.00 X 0 0 0 MALACHY BISHOP VICE PRESIDENT 1.00 X X 0 0 0 GREG SMITH TREASURER 1.00 X X 0 0 0 CARLYN MUELLER SECRETARY 1.00 X X 0 0 0 NATHAN ALTMANN DIRECTOR 1.00 X 0 0 0 FURMAN AVERY PRESIDENT 1.00 X X 0 0 0 SARAH BARNES DIRECTOR 1.00 X 0 0 0 CHRISTINA BURZINSKI DIRECTOR 1.00 X 0 0 0 SAM KATZ DIRECTOR 1.00 X 0 0 0 ERNEST LEE DIRECTOR 1.00 X 0 0 0 JANE NEMKE DIRECTOR 1.00 X 0 0 0 JULIE MACMILLER DIRECTOR 1.00 X 0 0 0 WENDY WEILER DIRECTOR 1.00 X 0 0 0 JOEL GOUKER DIRECTOR 1.00 X 0 0 0 BRYANT RAY DIRECTOR 1.00 X 0 0 0 JENNIFER DAHMEN DIRECTOR 1.00 X 0 0 0 JASON BELOUNGY EXECUTIVE DIR. 40.00 X 68210 0 26646 68210 0 26646 0 0 0 0 0 16200 1497444 17580 1531224 PROGRAM SERVICES 624100 326894 326894 326894 27 27 6654 0 6654 6654 6654 0 16200 0 0 OTHER REVENUE 624100 609 609 609 1865408 326894 0 7290 X 88572 81486 6200 886 619336 588985 19037 11314 115335 111016 1819 2500 62267 60109 1207 951 21136 21136 55997 55997 648299 647169 1130 2642 1919 723 49307 44420 3055 1832 23783 22719 927 137 90141 84448 5681 12 13344 12469 870 5 9739 8519 1062 158 254 201 53 2602 1422 1179 1 9031 8088 939 4 TRAIN-THE-TRAINER 51203 51203 PROGRAM SUPPLIES AND AC 23223 23223 MEMBERSHIP DUES/SUBSCR 22389 20904 1339 146 BAD DEBT EXPENSE 14155 14155 17665 7151 2911 7603 1940420 1775451 138290 26679 64736 52078 19498 249123 193099 15389 53156 19420 5061 12770 7540 1209 5230 121509 55314 458728 396094 98736 185971 20500 12000 116089 49732 235325 247703 X 223403 148391 223403 148391 458728 396094 -75012 0 X 0 1 X 1 1 1 X 1069463 1203834 1214804 1227984 1531224 6247309 1069463 1203834 1214804 1227984 1531224 6247309 6247309 24 22 17 6476 6681 13220 149 1574 23 86 609 2441 6262970 643077 0.99750 0.99840 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 149. 2020 AMOUNT: $ 1,574. 2021 AMOUNT: $ 23. 2022 AMOUNT: $ 86. 2023 AMOUNT: $ 609. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 2592 0 0 2592 0 PART II-B, LINE 1: LEGISLATIVE PROPOSALS FOR SENATE BILL 71 AND BUDGET BILL SUBJECTS FOR HEALTH SERVICES AND TRANSPORTATION 12770 7540 5230 5230 SECURITY DEPOSIT 5738 ROU ASSET - OPERATING LEASE 45201 ROU ASSET - FINANCE LEASE 4375 55314 FINANCE LEASE PAYABLE 4531 OPERATING LEASE LIABILITY 45201 49732 X 1865408 0 1865408 0 1865408 1940420 0 1940420 0 1940420 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. THE ORGANIZATION IS CURRENTLY NOT UNDER AUDIT BY ANY FEDERAL OR STATE TAXING AUTHORITY. ARTISTS BEYOND BOUNDARIES 16200 16200 16200 16200 FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE AMENDED FOR CHANGES IN BOARD AND MEETING REQUIREMENTS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE BOARD IS PROVIDED THE FORM 990 TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY BOARD MEMBERS ARE ASKED TO REVIEW AND DISCLOSE ANY CONFLICTS. THE FORM IS SIGNED AND KEPT ON FILE. FORM 990, PART VI, SECTION B, LINE 15 MANAGEMENT PREPARES AN ANNUAL BUDGET WHICH INCLUDES POSSIBLE COMPENSATION INCREASES FOR ALL STAFF. THE BUDGET IS PRESENTED TO THE BOARD OF DIRECTORS WHO APPROVES THE COMPENSATION FOR ALL STAFF. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 609,092. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,130. TOTAL EXPENSES 610,222. INTERPRETER: PROGRAM SERVICE EXPENSES 38,077. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,077.