2024-04-18T11:44:15-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-07-01 391988524 MIDSTATE INDEPENDENT LIVING CHOICES INC MIDS 7153444210 3262 CHURCH ST STEVENS POINT WI 54481 KAREN TRZEBIATOWSKI TREASURER 7153444210 2024-04-10 1 KAREN TRZEBIATOWSKI 999009999 0 KIMBERLY ANDERSON P00188889 6086628600 2024-04-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KAREN TRZEBIATOWSKI 3262 CHURCH ST STEVENS POINT WI 54481 3771183 0 X WWW.MILC-INC.ORG X 2000 WI PROVIDE ASSISTANCE FOR PERSONS WITH DISABILITIES. 5 5 254 10 0 0 19565 7889 3806474 3712795 18168 10386 457 271 3844664 3731341 0 0 0 0 2831035 3196186 0 0 13383 632350 562486 3463385 3758672 381279 -27331 3486914 3844323 1013556 1373101 2473358 2471222 X MILC IS A NON-RESIDENTIAL, INDEPENDENT LIVING CENTER FOR PERSONS WITH DISABILITIES. MILC PROVIDES A VARIETY OF SERVICES FOR THE PURPOSES OF ASSISTING PEOPLE WITH DISABILITIES TO LIVE MORE INDEPENDENTLY IN THE COMMUNITY. MILC STAFF PROVIDES RESOURCES TO PERSONS WITH DISABILITIES CURRENT, CHANGING AND NEWLY EMERGING NEEDS IN SUPPORT OF THEIR INDIVIDUAL INDEPENDENT LIVING GOALS. MILC IS INVESTED IN PROVIDING OPPORTUNITIES TO EMPOWER AND EDUCATE PERSONS WITH DISABILITIES TO MAKE INFORMED CHOICES, TO HELP THEM LEARN AND TO SELF-ADVOCATE AND INFORM THE LOCAL, STATE AND NATIONAL COMMUNITY ABOUT ISSUES OF CONCERN OR NEED. MILC SUPPORTS CONSUMER CONTROL AND IS MANDATED TO HAVE AT LEAST 51% OF MILC STAFF AND AT LEAST 51% OF THE BOARD OF DIRECTORS BEING PERSONS WITH DISABILITIES. 0 0 1813471 0 2125948 THE PAS PROGRAM PROVIDES ASSISTANCE TO ADULTS AND CHILDREN WITH DISABILITIES. SERVICES ARE PROVIDED IN THE CONSUMER'S HOME. THE HELP CAN RANGE FROM SIMPLE PERSONAL NEEDS TO COMPLICATED PERSONAL CARES. (SERVICES INCLUDE: PERSONAL CARES, SUPPORTIVE HOME CARES, RESPITE AND MEDICATION SET-UPS) 611745 0 827739 IRIS PROGRAM SERVES PEOPLE WITH DISABILITIES BY PARTNERING WITH THEM TO HELP PLAN AND DIRECT LONG-TERM CARE SUPPORT AND SERVICES TO LIVE INDEPENDENT AND PRODUCTIVE LIVES WITHIN THEIR COMMUNITY. OUR SERVICES ARE CONSUMER DIRECTED. 566803 0 629081 MILC STAFF PROVIDE RESOURCES TO PERSONS WITH DISABILITIES CURRENT, CHANGING OR NEWLY EMERGING NEEDS IN SUPPORT OF THEIR INDIVIDUAL INDEPENDENT LIVING GOALS. MILC IS INVESTED IN PROVIDING OPPORTUNITIES TO EMPOWER AND EDUCATE PERSONS WITH DISABILITES TO MAKE INFORMED CHOICES, TO HELP THEM LEARN AND SELF ADVOCATE AND INFORM THE LOCAL, STATE AND NATIONAL COMMUNITY ABOUT ISSUES OF CONCERN OR NEED. 111380 0 130298 REPRESENTATIVE PAYEE PROGRAM PROVIDES FINANCIAL MANAGEMENT SERVICES FOR INDIVIDUALS WHO HAVE BEEN IDENTIFIED BY SOCIAL SECURITY ADMINISTRATION AS BEING UNABLE TO MANAGE THEIR DISABILITY BENEFITS. 111380 0 130298 3103399 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 254 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X ANNE VOGT 7153444210 3262 CHURCH STREET STEVENS POINT WI 54481 KEVIN RUDER PRESIDENT 1.00 X X 0 0 0 JR WYNNE VICE PRESIDENT 1.00 X X 0 0 0 JANET ROBERTS VICE PRESIDENT - PART YEAR 1.00 X X 0 0 0 KAREN TRZEBIATOWSKI SECRETARY/TREASURER 1.00 X X 0 0 0 PAUL BANZ DIRECTOR 1.00 X 0 0 0 JEROMY BROWN DIRECTOR 1.00 X 0 0 0 PATRICIA BAKER - PART YEAR DIRECTOR 1.00 X 0 0 0 JUDY LUNDQUIST - PART YEAR DIRECTOR 1.00 X 0 0 0 ZOE KUJAWA -PART YEAR EXECUTIVE DIRECTOR 42.50 X 28728 0 4943 CYNTHIA GROSHEK -PART YEAR DIRECTOR OF FINANCE 42.50 X 17692 0 168 ANNE VOGT DIRECTOR OF FINANCE 53.00 X 64897 0 4990 DON WIGINGTON -PART YEAR EXECUTIVE DIRECTOR 52.00 X 44942 0 1936 156259 0 12037 0 0 0 0 0 7889 7889 PAS PROGRAM 900099 2125948 2125948 FEE FOR SERVICE 900099 1062871 1062871 CONTRACTS 900099 523976 523976 3712795 7652 7652 42576 38148 1694 4428 -1694 2734 2734 MISC PROGRAM REVENUE 900099 271 271 271 3731341 3713066 0 10386 167328 16732 150596 2615886 2394791 214588 6507 51838 48194 3513 131 154365 138787 15202 376 206769 179730 26553 486 3436 3436 60929 39105 21799 25 11815 11815 36847 25933 10443 471 55604 13242 42362 117909 52669 65240 66874 64446 964 1464 16938 14958 1980 32978 32978 EQUIPMENT 37364 28991 8294 79 MISCELLANEOUS 36677 33169 1644 1864 HEALTH INSURANCE PENALT 24720 24720 MAINTENANCE 23047 172 22875 37348 30903 6445 3758672 3103399 641890 13383 1871190 1915678 861700 865862 336174 330636 43526 53402 433853 405830 34138 28023 340186 365560 0 285162 3486914 3844323 317729 365216 695827 1007885 1013556 1373101 X 2454003 2452177 19355 19045 2473358 2471222 3486914 3844323 -27331 25195 0 X X 0 1 X 1 0 X 25875 11057 34881 19565 7889 99267 25875 11057 34881 19565 7889 99267 37677 61590 22283 20039 19021 6134 7652 75129 5445 457 270 6172 180568 17841558 0.34110 0.24450 X 207530 204176 3354 120918 103073 17845 105405 98581 6824 28023 OPERATING LEASE ROU ASSET 285162 285162 FUNDS HELD FOR OTHERS 630610 ACCRUED PAS RESERVE 94424 OPERATING LEASE LIABILITY 101001 OPERATING LEASE LIABILITY- LONG TERM 181850 1007885 X 3753100 25195 25195 3727905 3436 3436 3731341 3755236 0 3755236 3436 3436 3758672 PART X, LINE 2: THE ORGANIZATION IS A PRIVATE NONPROFIT CORPORATION, INCORPORATED UNDER THE WISCONSIN NON-STOCK CORPORATION LAW (CHAPTER 181 OF THE WISCONSIN STATUTES) AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE LAWS. THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND ONE STATE. FORM 990, PART VI, SECTION A, LINE 1A MILC HAS AN EXECUTIVE AND FINANCE COMMITTEE THAT MEET QUARTERLY. BOTH GOVERNING BODIES HAVE LIMITED GOVERNING AUTHORITY. THE COMPOSITION FOR THE EXECUTIVE COMMITTEE INCLUDES THE PRESIDENT, VICE PRESIDENT, AND TREASURER/SECRETARY. THE FINANCE COMMITTEE INCLUDES THE PRESIDENT AND TREASURER/SECRETARY. ALL COMMITTEE MEMBERS ARE ON THE GOVERNING BOARD. THE EXECUTIVE COMMITTEE'S AUTHORITY IS VERY LIMITED. THE EXECUTIVE COMMITTEE GIVES RECOMMENDATIONS FOR THE FULL BOARD. IT DOES NOT MAKE UNILATERAL DECISIONS. THE FINANCE COMMITTEE HAS LIMITED APPROVAL AUTHORITY FOR EXPENSES BETWEEN $2,500-$10,000. THE FINANCE COMMITTEE ALSO GIVES RECOMMENDATIONS TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE DOES A COMPLETE REVIEW. THE SECRETARY/TREASURER REVIEWS BEFORE SIGNING. THE FULL BOARD IS GIVEN ACCESS TO THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C PER MIDSTATE INDEPENDENT LIVING CHOICES' CONFLICT OF INTEREST POLICY STATEMENT - THE CONFLICT-OF-INTEREST FORM MUST BE FILED ANNUALLY BY ALL BOARD MEMBERS, OFFICERS, STAFF AND VOLUNTEERS. FULL DISCLOSURE, BY NOTICE IN WRITING, SHALL BE MADE BY THE INTERESTED PARTIES TO THE FULL BOARD OF DIRECTORS IN ALL CONFLICTS OF INTEREST AS LISTED IN THE POLICY, WHICH INCLUDES OWNERSHIP OF A FINANCIAL INTEREST IN AN ORGANIZATION DOING BUSINESS WITH THE CORPORATION, RELATIONSHIPS WITH SUPPLIERS, RECEIPTS OF GIFTS OR PAYMENTS FROM AN ORGANIZATION DOING BUSINESS WITH THE CORPORATION, EXERCISING INFLUENCE FOR THE PURPOSE OF BENEFITTING SELF-INTEREST, BORROWING MONEY FROM ENTITIES IN BUSINESS WITH THE CORPORATION, OR DIVULGING FINANCIAL INFORMATION. REPORTS OF CONFLICT OF INTERESTS ARE MADE TO THE EXECUTIVE DIRECTOR OR BOARD OF DIRECTORS. MEMBERS CAN ABSTAIN FROM VOTING ON MATTERS PERTAINING TO A POTENTIAL CONFLICT OF INTEREST. MEMBERS THAT FAIL TO DISCLOSE CONFLICT OF INTERESTS ARE SUBJECT TO REMOVAL FOR CAUSE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE CONDUCTS A REVIEW OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AND DETERMINES THE SALARY FOR THIS POSITION. THE EXECUTIVE COMMITTEE IS COMPRISED OF INDEPENDENT INDIVIDUALS THAT ARE NOT EMPLOYED BY MILC. ANNUAL INCREASES TO THE EXECUTIVE DIRECTOR'S SALARY ARE INCLUDED IN THE FY BUDGET PLANNING AND ARE APPROVED BY THE FULL BOARD. THE APPROVAL OF THE FY BUDGET IS DOCUMENTED IN THE BOARD MEETING MINUTES. THE EXECUTIVE DIRECTOR WAS HIRED ON 6/27/22. THE ANNUAL SALARY AT TIME OF OFFER WAS DETERMINED BY WAGE STUDIES OF OTHER NON-PROFITS USING LABOR MARKET RESEARCH, RECOMMENDATIONS BY THE OUTGOING EXECUTIVE DIRECTOR AND APPROVED BY THE BOARD OF DIRECTORS HIRING COMMITTEE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.