2023-11-09T10:19:30-06:00 2022-12-31 390912608 HAWKINS ASH CPAS LLP ONE EAST WALDO BOULEVARD SUITE 5 MANITOWOC WI 542202912 990 2022-01-01 390808501 FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC FAMI 9204583784 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 DARYL MANGERI EXECUTIVE DIRECTOR 9204583784 2023-10-31 1 DARYL MANGERI XXX-XX-XXXX 0 JEFFREY DVORACHEK P00964591 9206847128 2023-10-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DARYL MANGERI 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 557754 0 X WWW.CCCSONLINE.ORG X 1912 WI FAMILY SERVICE ASSOCIATION OF SHEBOYGAN, INC. IS DEDICATED TO HELPING INDIVIDUALS AND FAMILIES MAINTAIN AND ACHIEVE FINANCIAL STABILITY AND IMPROVE THEIR QUALITY OF LIFE. WE ACCOMPLISH THIS AND ENHANCE THE COMMUNITY BY PROVIDING EDUCATION, COUNSELING, ADVOCACY, AND FINANCIAL MANAGEMENT PROGRAMS. 7 7 18 10 0 0 247058 228531 357931 295523 9109 11493 15712 20003 629810 555550 0 0 0 0 437710 348857 0 0 24024 176552 189473 614262 538330 15548 17220 953219 983900 40208 101499 913011 882401 X FAMILY SERVICE ASSOCIATION OF SHEBOYGAN, INC. IS DEDICATED TO HELPING INDIVIDUALS AND FAMILIES MAINTAIN AND ACHIEVE FINANCIAL STABILITY AND IMPROVE THEIR QUALITY OF LIFE. WE ACCOMPLISH THIS AND ENHANCE THE COMMUNITY BY PROVIDING EDUCATION, COUNSELING, ADVOCACY, AND FINANCIAL MANAGEMENT PROGRAMS. 0 0 264870 295623 CONDUCTED 1,234 TOTAL COUNSELING SESSIONS WITH 1,588 INDIVIDUALS AND 1,346 FAMILIES AND ASSISTING THEM IN ASSESSING THEIR CURRENT FINANCIAL SITUATIONS. PROVIDED SUGGESTIONS FOR HANDLING DEBT AND HELPED 46 FAMILIES MANAGE THEIR DEBT REPAYMENT PLANS. PROVIDED OVER 156 INDIVIDUALS WITH BANKRUPTCY EDUCATIONS PROGRAMS. 264870 1 1 0 0 0 0 0 0 1 1 1 1 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 1 0 0 0 1 8 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X GRAZIA PERRELLA 9204583784 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 SHANNON KLAHN PRESIDENT 1.00 X X 0 0 0 PAUL KUPLIC PAST PRESIDENT 1.00 X X 0 0 0 ERIC ZUFELT VICE PRESIDENT 1.00 X X 0 0 0 JAMIE BURKART TREASURER 1.00 X X 0 0 0 NICK BANKO THRU JULY DIRECTOR 1.00 X 0 0 0 JOHN PUTNAM THRU JANUARY DIRECTOR 1.00 X 0 0 0 MORGAN STITTLEBURG THRU SEPTEMBER DIRECTOR 1.00 X 0 0 0 MATTHEW SWANSON DIRECTOR 1.00 X 0 0 0 MARY ANN THIELKE DIRECTOR 1.00 X 0 0 0 TONY WILTZIUS DIRECTOR 1.00 X 0 0 0 PA YANG THRU SEPTEMBER DIRECTOR 1.00 X 0 0 0 DARYL MANGERI EXECUTIVE DIRECTOR 20.00 20.00 X 67379 14929 4800 67379 14929 4800 0 0 0 0 0 93250 82627 52654 228531 HOUSING COUNSELING 624100 160515 160515 EDUCATIONAL PROGRAMMIN 624100 103695 103695 DEBT AND BANKRUPTCY CO 624100 31313 31313 295523 13697 13697 19903 0 19903 19903 19903 2204 -2204 -2204 -2204 MISCELLANEOUS 900099 100 100 100 555550 295623 0 31396 67379 13476 53903 242447 128827 97509 16111 14867 6828 7266 773 238 110 117 11 23926 10989 11692 1245 12079 12079 2964 2964 22022 10115 10762 1145 38866 19694 17778 1394 45279 45279 30100 13825 14710 1565 2304 1058 1126 120 4448 2043 2174 231 11010 5057 5381 572 16480 7569 8054 857 CONTRACTED SERVICES 3921 3921 538330 264870 249436 24024 81923 193558 244581 117904 36333 128230 101318 2099 1517 269688 164927 115771 104761 374868 330789 5747 97720 953219 983900 30491 28075 4572 9717 10476 0 58376 40208 101499 X 812199 770699 100812 111702 913011 882401 953219 983900 17220 -47830 0 X X 0 1 X 1 0 X 148278 165368 148089 136225 145904 743864 148278 165368 148089 136225 145904 743864 11585 732279 41676 44101 25123 24078 13697 148675 12900 4289 10930 100 28219 920758 1705962 0.79530 0.80130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 374868 -41115 2964 330789 333973 43987 3092 374868 300399 36200 2626 333973 415736 62612 175000 2949 300399 503892 -9058 75003 4095 415736 0.81750 0.18250 0 0 38500 38500 159280 97872 61408 71908 67055 4853 104761 RAYMOND JAMES INVESTMENT ACCOUNT 330789 F 330789 CASH HELD FOR CLIENTS 2856 DUE FROM AFFILIATE 36812 OPERATING LEASE RIGHT OF USE ASSET 58052 97720 OPERATING LEASE LIABILITY 58376 58376 X 504756 -47830 -47830 552586 2964 2964 555550 535366 0 535366 2964 2964 538330 PART IV, LINE 2B: IF APPROPRIATE, THE ORGANIZATION RECOMMENDS A DEBT MANAGEMENT PROGRAM (DMP) AS A SOLUTION FOR DEBT MANAGEMENT. OUR ORGANIZATION DIRECTS CLIENTS WHO ELECT TO USE A DMP TO A THIRD PARTY AGENCY, WHILL WILL WORK WITH A CLIENT'S CREDITORS TO ASSIST WITH INTEREST RATE REDUCTIONS, FEE PREVENTION, AND PAYMENT SCHEDULES. CLIENTS SEND FUNDS TO THE ORGANIZATION, THESE FUNDS ARE HELD IN A TRUST ACCOUNT, AND PAYMENTS ARE MADE TO THE CREDITORS FOR THE CLIENT. PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ASSOCIATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN MANAGEMENT AND GENERAL EXPENSE IF INCURRED. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990 AND REPORTS TO THE BOARD AT A REGULAR BOARD OF DIRECTORS MEETING AND THE FULL BOARD APPROVES THE 990. FORM 990, PART VI, SECTION B, LINE 12C A NEW CONFLICT OF INTEREST FORM IS SIGNED BY EACH EMPLOYEE AND BOARD MEMBER. BOARD MEMBERS EXCUSE THEMSELVES FROM VOTING IF THERE IS ANY PERCEIVED CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD LOOKS AT COMPARATIVE DATA FROM LOCAL MARKET SURVEYS, NATIONAL COMPENSATION SURVEYS OF NFCC MEMBER AGENCIES, COMPARATIVE LOCAL UNITED WAY EXECUTIVE DIRECTOR SALARIES, AS WELL AS AGENCY AND POSITION PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES THE INFORMATION UPON WRITTEN REQUEST. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ADVOCACY PROGRAMS OF FAMILY SERVICE ASSOCATION OF SHEBOYGAN INC 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 391700758 PROVIDE FINANCIAL MANAGEMENT ASSISTANCE TO THOSE WITH FINANCIAL DIFFICULTIES WI 501(C)(3) LINE 11 BOARD OF DIRECTORS 0 CREDIT COUNSELING CENTERS OF WISCONSIN 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 391945061 THE COORDINATION AND ACCOUNTING OF REVENUE/EXPENSE FOR MONEY SMART SHEBOYGAN WI 501(C)(3) LINE 11 BOARD OF DIRECTORS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ADVOCACY PROGRAMS OF FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC N 107592 EXECUTIVE DIRECTOR ANALYSIS ADVOCACY PROGRAMS OF FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC O 92789 EXECUTIVE DIRECTOR ANALYSIS