2024-07-10T10:59:13-05:00 2023-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2023-01-01 390978146 LIFE NAVIGATORS INC LIFE 4147746255 7203 WEST CENTER STREET WAUWATOSA WI 53210 VICKI SPATARO WACHNIAK EXECUTIVE DIRECTOR 4147746255 2024-07-10 1 VICKI SPATARO WACHNIAK 999009999 0 CARRIE GINDT P00997435 4142717800 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z VICKI SPATARO WACHNIAK 7203 WEST CENTER STREET MILWAUKEE WI 53210 4306806 0 X WWW.LIFENAVIGATORS.ORG X 1949 WI TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DEVELOPMENTAL AND RELATED DISABILITIES, THEIR FAMILIES AND THE COMMUNITY THROUGH INFORMATION, EDUCATION AND LIFE PLANNING PROGRAMS. 17 17 34 0 0 0 1351610 902920 1520159 869513 26031 38298 261341 368042 3159141 2178773 0 0 0 0 2184598 1875897 0 0 208879 569424 573866 2754022 2449763 405119 -270990 4080435 3980002 241685 146735 3838750 3833267 X TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DEVELOPMENTAL AND RELATED DISABILITIES, THEIR FAMILIES AND THE COMMUNITY THROUGH INFORMATION, EDUCATION AND LIFE PLANNING PROGRAMS. 0 0 272497 DISPENSING INFORMATION ON AREAS IMPACTING PERSONS WITH DISABILITIES, PROVIDING INDIVIDUAL, GROUP AND SYSTEMS ADVOCACY TRAINING PROGRAMMING, COMMUNITY BASED SOCIAL OPPORTUNITIES AND PROVIDING IN-HOME CRISIS INTERVENTION SERVICES TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DISABILITIES. SERVICES INCLUDED: I&A HELPLINE, COMMUNITY PRESENTATIONS, TRAINING SERVICES, CRISIS INTERVENTION, INTERGENERATIONAL FAMILY SUPPORT, EDUCATION AND TRANSITION PROGRAMMING AND ADVOCACY SERVICES. 619110 603700 CARE MANAGEMENT UNIT: PROVIDING CARE MANAGEMENT TO INDIVIDUALS WITH DISABILITIES ENROLLED IN THE FAMILY CARE PROGRAM TO DEVELOP MEMBER CENTERED PLANS, PROVIDE ASSESSMENT AND ONGOING MONITORING AND SERVICE AUTHORIZATION SERVICES 384201 24154 GUARDIANSHIP: LIFE NAVIGATORS WILL ASSIST ANY INDIVIDUAL WHO REQUIRES ASSISTANCE MAKING DECISIONS, NEEDING AN ADVOCATE AND SUPPORT AND MONITORING HEALTH AND SAFETY. FOR GUARDIANSHIP, THE COURT DETERMINES IF THEY ARE ELEIGIBLE FOR GUARDIANSHIP MEETING THE CRITERIA OF CHAPTER 54 UNDER THE WISCONSIN STATE STATUTE. 868132 245744 TRUST PROGRAM, INTERGENERATIONAL FAMILY SUPPORT, COURT COMPREHENSIVE EVALUATIONS & CHILDREN'S LONG TERM SUPPORT. 868132 245744 2143940 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 34 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X VICKI SPATARO WACHNIAK 4147746255 7203 WEST CENTER STREET WAUWATOSA WI 53210 ELIZABETH RUTHMANSDORFER PAST PRESIDENT 2.00 X X 0 0 0 ADAM KELLER DIRECTOR-AT-LARGE 2.00 X X 0 0 0 CINDY BENTLEY DIRECTOR 2.00 X 0 0 0 MAGGIE BUTTERFIELD DIRECTOR 2.00 X 0 0 0 CHRISTINE IRGENS DIRECTOR 2.00 X 0 0 0 STEPHANIE LARSON DIRECTOR 2.00 X 0 0 0 SHEILA FRISINGER DIRECTOR 2.00 X 0 0 0 LISA VOISIN SECRETARY AND TREASURER 2.00 X X 0 0 0 RAY WILSON VICE PRESIDENT 2.00 X X 0 0 0 GREG BLOCK PRESIDENT 2.00 X X 0 0 0 TIM BROWN DIRECTOR 2.00 X 0 0 0 DARRYLL FORTUNE DIRECTOR 2.00 X 0 0 0 KURT MALTBY DIRECTOR 2.00 X 0 0 0 CINDY SCHAUS DIRECTOR 2.00 X 0 0 0 AVERY MAYNE DIRECTOR-AT-LARGE 2.00 X X 0 0 0 DAN WITKOFSKI DIRECTOR 2.00 X 0 0 0 TIM ANDERSON DIRECTOR 2.00 X 0 0 0 VICKI SPATARO-WACHNIAK EXECUTIVE DIRECTOR 40.00 X 191223 0 41759 191223 0 41759 1 0 1 0 0 21438 482980 398502 46766 902920 MY CHOICE FAMILY CARE 624100 603700 603700 PROGRAM SERVICE FEES 624100 241659 241659 GUARDIANSHIP - PRIVATE PAY 624100 24154 24154 869513 55176 55176 2043262 2060140 -16878 -16878 -16878 414972 67893 347079 347079 MISCELLANEOUS REVENUE 900099 20763 20763 MISCELLANEOUS REVENUE 900099 200 200 20963 2178773 873598 0 402255 232982 211844 9212 11926 1375495 1245787 56564 73144 153344 141942 4952 6450 114076 103948 4549 5579 5967 5447 177 343 60279 56615 1384 2280 22507 22507 929 881 18 30 31623 2298 50 29275 10446 7855 151 2440 72011 67356 1765 2890 35613 33410 860 1343 21731 19360 546 1825 3759 3759 47386 44306 1145 1935 27009 25314 634 1061 CLIENT SUPPORT 80318 79826 262 230 EQUIPMENT 42311 39518 1109 1684 CONTRIBUTED NONFINANCIA 29761 17761 12000 SPECIAL EVENT EXPENSE 29222 29222 52994 40472 9807 2715 2449763 2143940 96944 208879 61863 162125 4671 4672 5000 7115 192324 135727 13681 15717 1818702 529935 1336154 1288767 1790695 1698684 671576 641297 4471 25898 4080435 3980002 162242 137801 75000 0 4443 8934 241685 146735 X 3750215 3826152 88535 7115 3838750 3833267 4080435 3980002 -270990 265507 0 X X 0 1 X 1 0 X 865835 1053532 804673 1351610 902921 4978571 865835 1053532 804673 1351610 902921 4978571 617835 4360736 37011 33028 48931 37715 55176 211861 333805 225693 331479 237799 338820 1467596 6658028 6407425 0.65500 0.67200 X SCHEDULE A, PART II, LINE 10C $317,857 FROM REVENUE FROM SPECIAL EVENTS (NET OF EXPENSES) AND $20,963 MISCELLANEOUS REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 671576 -23831 6448 641297 262463 525000 -110161 5726 671576 225181 39163 1881 262463 200717 26142 1678 225181 178114 24094 1491 200717 1 0 44400 44400 1576367 431595 1144772 197935 98340 99595 1288767 GMF - INVESTMENT 613040 C WAUKESHA CO COMM FDN 28257 C 641297 LEASE LIABILITY 8934 8934 X 2421773 265507 265507 2156266 22507 22507 2178773 2427256 0 2427256 22507 22507 2449763 PART V, LINE 4: THE FUNDS ARE SET ASIDE FOR LONG-TERM. THE INTENTION IS TO USE THESE FUNDS IN THE FUTURE FOR AN APPROVED BOARD FUNCTION. THE BOARD HAS APPROVED A PAYOUT FROM THE FUND TO THE AGENCY OF UP TO 5% ANNUALLY TO USE FOR GENERAL OPERATIONS. PART X, LINE 2: LIFE NAVIGATORS, INC. QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE FINANCIAL STATEMENTS. LIFE NAVIGATORS, INC. IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION BY THE IRS. THE ORGANIZATION HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THIS STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDE GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURES REQUIRED. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. GOLF OUTING 414972 414972 67893 414972 414972 67893 67893 347079 X X X 0 0 0 0 0 0 0 0 0 VICKI SPATARO-WACHNIAK EXECUTIVE DIRECTOR 191223 0 0 0 0 0 30000 0 11759 0 232982 0 0 0 X 46766 PRICE OF COMPARABLE ITEM 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE COMMITTEE. AFTER APPROVAL IT IS THEN SENT TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A STATEMENT OF UNDERSTANDING ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 LIFE NAVIGATORS WORKS WITH MRA TO ENSURE REASONABLE COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. IN ADDITION, APPLICABLE DOCUMENTS ARE SUBMITTED TO DONORS AND FUNDERS AS PART OF GIFT AND GRANT APPLICATIONS. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE FROM THE PRIOR YEAR.