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Nonprofiteer
← DOWN SYNDROME ASSOCIATION OF WISCONSIN INC

Form 990 for tax year 2022

Filed by DOWN SYNDROME ASSOCIATION OF WISCONSIN INC.

Totals

Total revenue
$3,222,790
Total expenses
$2,998,965
Contributions and grants received
$2,058,469
Grants paid
$162,263
Program service revenue
$1,249,198
Investment income
$5,943
Other revenue
-$90,820
Total assets, end of year
$5,130,763
Total liabilities, end of year
$1,659,658
Net assets or fund balances, end of year
$3,471,105
Program services expenses (Part IX)
$2,506,543
Management and general expenses
$364,041
Fundraising expenses
$128,381
Program service expenses (Part III)
$2,506,543

Program services were 83.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $6,000

  • 1c · Fundraising events

    $601,656

  • 1e · Government grants (contributions)

    $1,014,737

  • 1f · All other contributions, gifts and grants

    $436,076

  • 1g · Noncash contributions included above

    $37,844

  • 2a · Program service revenue: FAMILY SERVICES

    total $1,248,548 · related or exempt $1,248,548

  • 2b · Program service revenue: HOUSING INITIATIVE

    total $650 · related or exempt $650

  • 3 · Investment income

    total $4,854 · excluded $4,854

  • 7a · Gross sales of assets other than inventory

    securities $1,089

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $1,089

  • 7d · Net gain or loss

    total $1,089 · excluded $1,089

  • 8a · Fundraising events: gross income

    $111,484

  • 8a · Fundraising events: contributions included on line 1c

    $601,656

  • 8b · Fundraising events: direct expenses

    $186,854

  • 8c · Net income from fundraising events

    total -$75,370 · excluded -$75,370

  • 9a · Gaming: gross income

    $24,099

  • 9b · Gaming: direct expenses

    $40,887

  • 9c · Net income from gaming

    total -$16,788 · excluded -$16,788

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $1,338 · excluded $1,338

  • 11e · Other revenue, total

    $1,338

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $145,696 · program services $145,696

  • 2 · Grants to domestic individuals

    total $16,567 · program services $16,567

  • 5 · Compensation of officers, directors and key employees

    total $165,640 · program services $149,076 · management and general $8,282 · fundraising $8,282

  • 7 · Other salaries and wages

    total $1,584,125 · program services $1,425,713 · management and general $79,206 · fundraising $79,206

  • 9 · Other employee benefits

    total $61,816 · program services $55,634 · management and general $3,091 · fundraising $3,091

  • 10 · Payroll taxes

    total $133,759 · program services $120,383 · management and general $6,688 · fundraising $6,688

  • 11b · Fees: legal

    total $5,699 · program services $2,849 · management and general $2,850

  • 11c · Fees: accounting

    total $94,578 · program services $47,289 · management and general $47,289

  • 11f · Fees: investment management

    total $1,164 · management and general $1,164

  • 11g · Fees: other

    total $259,102 · program services $197,629 · management and general $59,252 · fundraising $2,221

  • 12 · Advertising and promotion

    total $5,815 · program services $2,009 · management and general $106 · fundraising $3,700

  • 13 · Office expenses

    total $34,910 · program services $15,216 · management and general $2,923 · fundraising $16,771

  • 14 · Information technology

    total $46,558 · program services $28,854 · management and general $17,704

  • 16 · Occupancy

    total $67,612 · program services $60,852 · management and general $3,380 · fundraising $3,380

  • 17 · Travel

    total $24,597 · program services $23,365 · management and general $1,232

  • 19 · Conferences, conventions and meetings

    total $29,467 · program services $28,701 · management and general $766

  • 20 · Interest

    total $473 · program services $237 · management and general $236

  • 22 · Depreciation, depletion and amortization

    total $18,605 · program services $18,605

  • 23 · Insurance

    total $27,417 · program services $24,675 · management and general $1,371 · fundraising $1,371

  • 24a · Other expenses: FAMILY SERVICES

    total $120,205 · management and general $120,205

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $64,706 · program services $57,913 · management and general $3,588 · fundraising $3,205

  • 24c · Other expenses: MEMBER EVENTS

    total $42,383 · program services $41,486 · management and general $897

  • 24d · Other expenses: PROGRAM SUPPLIES

    total $15,144 · program services $15,144

  • 24e · All other expenses

    total $32,927 · program services $28,650 · management and general $3,811 · fundraising $466

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,699,905 · end of year $2,117,194

  • 2 · Savings and temporary cash investments

    beginning of year $311,130 · end of year $1,550,545

  • 3 · Pledges and grants receivable

    end of year $21,105

  • 4 · Accounts receivable

    beginning of year $165,386 · end of year $201,605

  • 9 · Prepaid expenses and deferred charges

    beginning of year $20,083 · end of year $70,572

  • 10a · Land, buildings and equipment: cost or other basis

    $496,209

  • 10b · Land, buildings and equipment: accumulated depreciation

    $74,892

  • 10c · Land, buildings and equipment, net

    beginning of year $433,213 · end of year $421,317

  • 11 · Investments: publicly traded securities

    end of year $242,706

  • 15 · Other assets

    beginning of year $2,785 · end of year $505,719

  • 17 · Accounts payable and accrued expenses

    beginning of year $113,518 · end of year $348,413

  • 19 · Deferred revenue

    beginning of year $6,400 · end of year $992,925

  • 25 · Other liabilities

    beginning of year $89,972 · end of year $318,320

  • 27 · Net assets without donor restrictions

    beginning of year $2,107,112 · end of year $3,040,271

  • 28 · Net assets with donor restrictions

    beginning of year $315,500 · end of year $430,834

Mission and programs · 2022

Mission

THE MISSION AT THE DOWN SYNDROME ASSOCIATION OF WISCONSIN (DSAW) IS TO PROVIDE SUPPORT TO WISCONSIN FAMILIES AND INDIVIDUALS WITH DOWN SYNDROME AND RELATED DISABILITIES THROUGH EDUCATION, INFORMATION, PROGRAMS, SERVICES, AND THE EXCHANGE OF IDEAS AND EXPERIENCES.

  • MEMBER EVENTS AND OUTREACH PROGRAM: TO HELP MAKE PEOPLE AWARE OF DOWN SYNDROME, BUILD FRATERNITY AND SUPPORT IN COMMUNITIES, AND INCREASE ACCEPTANCE AND ACCESS FOR PEOPLE WITH DOWN SYNDROME.

    Expenses $1,418,906 · Grants $162,263

  • FAMILY SERVICES: TO PROVIDE REHABILITATION SERVICES TO OUTSIDE CLIENTS WITH DOWN SYNDROME AND RELATED DISABILITIES. UNDER THIS PROGRAM, THEY ALSO PROVIDE HOME AND COMMUNITY SERVICES AS WELL AS EMPLOYMENT SERVICES DESCRIBED BELOW.HOME AND COMMUNITY SERVICES:CHILDREN UNDER 18 CAN UTILIZE CHILDREN'S LONG TERM SUPPORT WAIVER (CLTS) TO PAY FOR SERVICES. DSAW HAS CONTRACTS WITH EACH COUNTY WHERE WE PROVIDE SERVICES THAT LISTS THE MAXIMUM DOLLAR AMOUNT OF SERVICES WE CAN PROVIDE PER YEAR IN THAT COUNTY, ALONG WITH COMPLIANCE REQUIREMENTS. THEN FOR EACH INDIVIDUAL WHO WE PROVIDE SERVICES FOR, WE CONTACT THEIR CASEWORKER AND RECEIVE AN AUTHORIZATION TO PROVIDE SERVICES. THIS AUTHORIZATION LISTS DATES, THE TYPE OF SERVICE TO BE PROVIDED, THE UNITS AUTHORIZED AND THE UNIT COST. AT THE END OF EACH MONTH, DSAW SENDS THE COUNTY AN INVOICE FOR THE SERVICES THAT WERE PROVIDED. ADULTS 18+ CAN UTILIZE EITHER IRIS OR FAMILY CARE TO PAY FOR SERVICES. IRIS IS A SELF-DIRECTED PROGRAM, AND DSAW IS AN IRIS PROVIDER. INDIVIDUALS RECEIVE A BUDGET AND CAN DIRECT DOLLARS TOWARDS SERVICES. FISCAL AGENTS (SUCH AS ILIFE AND PREMIER), RECEIVE THE FUNDS FROM THE STATE AND HELP PARTICIPANTS MANAGE THEIR BUDGETS. IF INDIVIDUALS CHOOSE DSAW, WE CONTACT THE INDIVIDUAL'S FISCAL AGENT AND RECEIVE AN AUTHORIZATION WITH DATES, THE TYPE OF SERVICE TO BE PROVIDED, THE UNITS AUTHORIZED AND THE UNIT COST. AT THE END OF EACH MONTH, DSAW SENDS THE FISCAL AGENT AN INVOICE FOR THE SERVICES THAT WERE PROVIDED. ADULTS 18+ ALSO HAVE A SECONDARY PROGRAM TO CHOOSE FROM, CALLED FAMILY CARE. THEY WORK ALONGSIDE THEIR CARE MANAGER, RN, GUARDIAN AND ANY OTHER IDT MEMBER THAT IS INVOLVED AT THAT TIME. DSAW IS CONTRACTED WITH A FEW OF THE MANAGED CARE ORGANIZATIONS THAT SERVE THE FAMILY CARE FUNDED PROGRAM. IF THE INDIVIDUAL ADDS A SERVICE TO THEIR PLAN AND DSAW IS THE CHOSEN SERVICE PROVIDER, THEN WE RECEIVE AN AUTHORIZATION AND BILL FOR THE SERVICE AT THE END OF THE MONTH. EMPLOYMENT SERVICES:DSAW RECEIVES REFERRALS TO WORK WITH INDIVIDUALS DIRECTLY FROM THE DEPARTMENT OF WORKFORCE DEVELOPMENT'S DEPARTMENT OF VOCATIONAL REHABILITATION (DVR). DSAW IS A DVR PROVIDER IN SEVERAL WDAS. DSAW COMPLETES SERVICES PER THE INSTRUCTIONS ON THE REFERRAL, AND THEN SENDS DVR AN INVOICE AT THE END OF EACH MONTH FOR THE SERVICES THAT WERE PROVIDED.

    Expenses $1,054,181 · Revenue $1,248,548

  • DSAW HOUSING LLC: THESE COMPANY IS A WHOLLY-OWNED SUBSIDIARY OF DOWN SYNDROME ASSOCIATION OF WISCONSIN, INC. THIS WAS ESTABLISHED TO PROVIDE COMMUNITY-BASED HOUSING FOR INDIVIDUALS WITH DOWN SYDROME AND RELATED DISABILITIES.

    Expenses $33,456 · Revenue $650

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JIM FACKELMAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • JOE MALLOY

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • WENDY BUSHELL

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • ANDREW GERBITZ

    BOARD

    Total calculated
    $0
    Hours/week
    1

  • JULIE AGUILAR

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • KERRY LAURIN

    BOARD

    Total calculated
    $0
    Hours/week
    1

  • MARK ANDRES

    BOARD

    Total calculated
    $0
    Hours/week
    1

  • SAMI SOBHANI

    BOARD

    Total calculated
    $0
    Hours/week
    1

  • SYED AHMED

    BOARD

    Total calculated
    $0
    Hours/week
    1

  • JOE BRYDGES

    BOARD

    Total calculated
    $0
    Hours/week
    1

  • DAWN NUOFFER

    CEO

    Total calculated
    $162,363
    From this org
    $161,537
    From related orgs
    $0
    Other
    $826
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $161,537
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $826
    Filer's total
    $162,363

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • DSAW HOUSING LLC

    HOUSING SUBSIDIARIES · WI

    Directly controlled by DOWN SYNDROME ASSOICATION OF WISCONSIN INC

  • 5582-5586 BALSAM COURT LLC

    HOUSING SUBSIDIARIES · WI

    Directly controlled by DOWN SYNDROME ASSOICATION OF WISCONSIN INC

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202343199349312969

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