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← INDEPENDENT LIFESTYLES INC - A CENTER FOR INDEPENDENT LIVING

Form 990 for tax year 2022

Filed by INDEPENDENT LIFESTYLES INC - A CENTER FOR INDEPENDENT LIVING.

Totals

Total revenue
$6,032,218
Total expenses
$5,607,114
Contributions and grants received
$1,429,476
Grants paid
$0
Program service revenue
$4,550,753
Investment income
$7,329
Other revenue
$44,660
Total assets, end of year
$7,511,471
Total liabilities, end of year
$657,275
Net assets or fund balances, end of year
$6,854,196
Program services expenses (Part IX)
$4,991,778
Management and general expenses
$611,686
Fundraising expenses
$3,650
Program service expenses (Part III)
$4,991,778

Program services were 89.0% 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.

  • 1e · Government grants (contributions)

    $1,308,610

  • 1f · All other contributions, gifts and grants

    $120,866

  • 2a · Program service revenue: FEES FOR SERVICE

    total $4,550,753 · related or exempt $4,550,753

  • 3 · Investment income

    total $82,860 · excluded $82,860

  • 7a · Gross sales of assets other than inventory

    securities $574,205

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

    securities $649,736

  • 7c · Gain or loss

    securities -$75,531

  • 7d · Net gain or loss

    total -$75,531 · excluded -$75,531

  • 8a · Fundraising events: gross income

    $45,038

  • 8b · Fundraising events: direct expenses

    $3,650

  • 8c · Net income from fundraising events

    total $41,388 · excluded $41,388

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $3,272 · excluded $3,272

  • 11e · Other revenue, total

    $3,272

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $198,546 · program services $79,418 · management and general $119,128

  • 7 · Other salaries and wages

    total $3,668,769 · program services $3,375,267 · management and general $293,502

  • 8 · Pension plan contributions

    total $91,092 · program services $83,805 · management and general $7,287

  • 9 · Other employee benefits

    total $325,490 · program services $299,451 · management and general $26,039

  • 10 · Payroll taxes

    total $303,188 · program services $278,933 · management and general $24,255

  • 11g · Fees: other

    total $141,798 · program services $112,358 · management and general $29,440

  • 12 · Advertising and promotion

    total $12,705 · program services $12,366 · management and general $339

  • 13 · Office expenses

    total $200,568 · program services $162,099 · management and general $38,469

  • 16 · Occupancy

    total $51,860 · program services $51,860

  • 17 · Travel

    total $93,556 · program services $35,581 · management and general $57,975

  • 22 · Depreciation, depletion and amortization

    total $125,625 · program services $125,625

  • 23 · Insurance

    total $126,736 · program services $120,277 · management and general $6,459

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $108,526 · program services $108,526

  • 24b · Other expenses: CAMP BLISS

    total $56,926 · program services $56,926

  • 24c · Other expenses: TELEPHONE

    total $49,716 · program services $49,350 · management and general $366

  • 24d · Other expenses: POSTAGE

    total $14,507 · program services $13,553 · management and general $954

  • 24e · All other expenses

    total $37,506 · program services $26,383 · management and general $7,473 · fundraising $3,650

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $617,465 · end of year $436,686

  • 2 · Savings and temporary cash investments

    beginning of year $412,483 · end of year $249,204

  • 3 · Pledges and grants receivable

    beginning of year $47,714 · end of year $152,897

  • 4 · Accounts receivable

    beginning of year $38,054 · end of year $68,406

  • 9 · Prepaid expenses and deferred charges

    beginning of year $38,076 · end of year $46,686

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

    $4,703,169

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

    $1,129,090

  • 10c · Land, buildings and equipment, net

    beginning of year $3,621,926 · end of year $3,574,079

  • 11 · Investments: publicly traded securities

    beginning of year $1,921,834 · end of year $2,972,429

  • 15 · Other assets

    beginning of year $390 · end of year $11,084

  • 17 · Accounts payable and accrued expenses

    beginning of year $488,837 · end of year $646,581

  • 25 · Other liabilities

    beginning of year $0 · end of year $10,694

  • 27 · Net assets without donor restrictions

    beginning of year $6,209,105 · end of year $6,854,196

Mission and programs · 2022

Mission

A TEAM PROMOTING INDEPENDENCE AND CHOICES FOR PEOPLE WITH DISABILITIES, THEIR FAMILIES AND COMMUNITIES.

  • THE ORGANIZATION ASSISTS ADULTS WITH DISABILITIES IN LEARNING NEW & HEALTHY INDEPENDENT LIVING SKILLS. AREAS OF SKILLS TRAINING INCLUDE: SELF-ESTEEM, COMMUNICATION, RELATIONSHIPS, HOUSING, TRANSPORTATION, COOKING/NUTRITION, FINANCIAL MANAGEMENT, AND BENEFITS MANAGEMENT. THE SKILLS TRAINING IS PROVIDED AT THE INDIVIDUAL LEVEL AND ALSO IN A GROUP SETTING. THE ORGANIZATION ALSO OFFERS REPRESENTATIVE PAYEE SERVICES TO PERSONS WHEN THE SOCIAL SECURITY ADMINISTRATION HAS DETERMINED THEY ARE UNABLE TO MANAGE THEIR FINANCES. THE ORGANIZATION ASSISTS PERSONS TO MEET PRIMARY NEEDS AND LEARN FINANCIAL MANAGEMENT SKILLS SO THEY CAN LIVE AS INDEPENDENTLY AS POSSIBLE. THE ORGANIZATION OFFERS THE SAME SKILLS TRAINING FOR YOUTH AGES 14-22 AS IT DOES FOR ADULTS IN THE INDEPENDENT LIVING SKILLS TRAINING PROGRAM.

    Expenses $1,470,239 · Revenue $1,340,201

  • PCA (PERSONAL CARE ATTENDANT) CHOICE - THIS PROGRAM IS DESIGNED TO GIVE THE CONSUMER THE GREATEST CONTROL OVER THEIR PCA CARE. THE ORGANIZATION ACTS AS A FISCAL INTERMEDIARY FOR THE CONSUMER AND THEIR PCA'S BUT HAS NO CONTROL OVER THE CARE OF THE CONSUMER. AS THE FISCAL INTERMEDIARY, THE ORGANIZATION IS RESPONSIBLE FOR BILLING DHS FOR SERVICES, PCA PAYROLL, PAYING AND WITHHOLDING TAXES, INSURANCES, DOING BACKGROUND CHECKS, MAINTAINING AGREEMENTS AND STATEMENT OF NEED.

    Expenses $1,960,319 · Revenue $1,820,145

  • THE ORGANIZATION HAS PERSONS WITH DISABILITIES ACT AS PEER MENTORS TO OFFER SUPPORT, SOCIALIZATION AND COMMUNITY INTEGRATION TO CLIENTS WHO ARE STRUGGLING WITH DISABILITY ISSUES. A PEER NETWORK IS ALSO OFFERED BY THE ORGANIZATION AS PART OF THE PEER SUPPORT PROGRAM. PERSONS WHO ARE INTERESTED IN MEETING OTHER PEOPLE WITH DISABILITIES CAN INPUT THEIR INFORMATION INTO THE PEER NETWORK DATABASE AND LOCATE OTHERS WHO ARE LOOKING FOR NEW FRIENDSHIPS. A COMPUTER IS AVAILABLE FOR USE AT THE ORGANIZATION'S OFFICE. INDEPENDENT LIFESTYLES, INC., A CENTER FOR INDEPENDENT LIVING ALSO OFFERS SOCIAL ACTIVITY GROUPS WHICH MEET AT LEAST FOUR TIMES A MONTH.

    Expenses $16,831

  • THE ORGANIZATION PROVIDES INDIVIDUALS AND COMMUNITIES WITH INFORMATION ON DISABILITY RELATED TOPICS AND REFERRALS TO OTHER COMMUNITY RESOURCES. THE ORGANIZATION IS ALSO ACTIVE IN WORKING WITH THE COMMUNITY, COUNTY, AS WELL AS STATE AND FEDERAL ENTITIES TO ADVOCATE FOR RIGHTS AND SERVICES OF PEOPLE WITH DISABILITIES. SERVICED 1,800 CLIENTS IN TOTAL.

    Expenses $1,544,389 · Revenue $1,390,407

  • THE ORGANIZATION CAN ASSIST CONSUMERS IN MAKING THEIR HOMES AND VEHICLES MORE ACCESSIBLE. STAFF WILL PROVIDE HOME ASSESSMENTS, DESIGN RAMPS AND ASSIST CONSUMERS IN FINDING FUNDING FOR THESE PROJECTS. STAFF ALSO PROVIDES SURVEYS TO COMMUNITY ENTITIES TO ASSIST THEM IN COMPLYING WITH THE AMERICANS WITH DISABILITIES ACT.

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

Listed in Part VII

  • Ken Schulte

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jeanne Slingluff

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cara Ruff

    EXECUTIVE DIRECTOR

    Total calculated
    $198,546
    From this org
    $183,590
    From related orgs
    $0
    Other
    $14,956
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,590
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $183,590

  • Catherine Anderson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chad Hansen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Keith Gordon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chad Carlson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Paul Radeke

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

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

  • 3 · Approval by the board or compensation committee

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
5 February 2024
IRS schema version
2022v5.0
Source object
202410379349301611

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