2023-11-09T10:19:47-06:00 2022-12-31 390912608 HAWKINS ASH CPAS LLP ONE EAST WALDO BOULEVARD SUITE 5 MANITOWOC WI 542202912 990 2022-01-01 391700758 THE ADVOCACY PROGRAMS OF FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC ADVO 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 2023-10-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DARYL MANGERI 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 961081 0 X N/A X 1990 WI TO PROVIDE GUARDIANSHIP, CONSERVATORSHIP, TRUST AND REPRESENTATIVE PAYEE SERVICES FOR INDIVIDUALS IN VARIOUS CITIES THROUGHOUT THE STATE OF WISCONSIN. 7 7 22 10 0 0 15 0 840611 870672 50561 89442 0 232 891187 960346 0 0 0 0 729859 732497 0 0 0 154860 156728 884719 889225 6468 71121 1760753 1639205 37940 82965 1722813 1556240 TO PROVIDE FINANCIAL MANAGEMENT ASSISTANCE TO THOSE WITH FINANCIAL TROUBLES. 0 0 622863 870904 PROVIDED GUARDIANSHIP, CONSERVATORSHIP, TRUST AND REPRESENTATIVE PAYEE SERVICES FOR INDIVIDUALS IN VARIOUS CITIES THROUGHOUT THE STATE OF WISCONSIN. 622863 1 0 0 0 0 0 0 0 1 0 1 1 0 0 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 1 0 1 22 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 X GRAZIA PERRELLA 9204583784 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 DARYL MANGERI EXECUTIVE DIRECTOR 20.00 20.00 X 14929 67379 4800 SHANNON KLAHN PRESIDENT 0.30 X X 0 0 0 PAUL KUPLIC PAST PRESIDENT 0.30 X X 0 0 0 ERIC ZUFELT VICE PRESIDENT 0.30 X X 0 0 0 JAMIE BUCKART TREASURER 0.30 X X 0 0 0 NICK BANKO THRU JULY DIRECTOR 0.30 X 0 0 0 JOHN PUTNAM THRU JANUARY DIRECTOR 0.30 X 0 0 0 MORGAN STITTLEBURG THRU SEPTEMBER DIRECTOR 0.30 X 0 0 0 MATTHEW SWANSON DIRECTOR 0.30 X 0 0 0 MARY ANN THIELKE DIRECTOR 0.30 X 0 0 0 TONY WILTZIUS DIRECTOR 0.30 X 0 0 0 PA YANG THRU SEPTEMBER DIRECTOR 0.30 X 0 0 0 14929 67379 4800 0 0 0 0 0 GUARDIANSHIP FEES 624100 565074 565074 REP PAYEE FEES 624100 305127 305127 OTHER CLIENT SERVICE F 624100 471 471 870672 40152 40152 50025 0 735 50025 -735 49290 49290 MISCELLANEOUS 900099 232 232 232 960346 870904 0 89442 14929 10526 4403 632421 445920 186501 24648 17379 7269 10530 7425 3105 49969 35233 14736 450 450 13628 13628 11217 11217 2012 1419 593 29380 20715 8665 37565 37565 28672 20217 8455 8913 8913 502 354 148 9074 6398 2676 15315 10799 4516 889225 622863 266362 0 26087 69007 249441 242919 49532 60290 1199 1517 66868 51841 24836 15027 1409658 1250445 1760753 1639205 35575 46153 2365 36812 37940 82965 X 1722813 1556240 1722813 1556240 1760753 1639205 71121 -237694 0 X X 0 1 X 1 0 X 1688 110520 15 112223 670957 721456 772834 840611 870672 3876530 672645 721456 883354 840626 870672 3988753 0 0 0 3988753 32803 29845 31517 32818 40152 167135 32803 29845 31517 32818 40152 167135 3812 232 4044 705448 751301 918683 873444 911056 4159932 0.95890 0.96210 0.04020 0.03690 X 1 3159565 8796835 8908374 3048026 0 18429 6171 12258 48439 45670 2769 15027 WBT WEALTH ADVISORY INVESTMENTS 1250445 F 1250445 DUE TO FAMILY SERVICE ASSOCIATION OF SHEBOYGAN, INC 36812 36812 X 711435 -237694 -237694 949129 11217 11217 960346 878008 0 878008 11217 11217 889225 PART IV, LINE 1B: ONE OF THE PRIMARY SERVICES OF THE ORGANIZATION IS PROVIDING REPRESENTATIVE PAYEE SERVICES FOR CLIENTS. THE ORGANIZATION ACTS AS A "FISCAL MANAGER" OF A CLIENT'S FUNDS. TRUST ACCOUNTS HAVE BEEN ESTABLISHED TO ACCOUNT FOR THESE FUNDS. ALL CLIENT DEPOSITS AND ALL CLIENT DISBURSEMENTS RUN THROUGH THESE ACCOUNTS. THE ACCOUNTS ARE NOT ON THE BOOKS OF THE ORGANIZATION; HOWEVER, ORGANIZATION PERSONNEL HAVE THE RESPONSIBILITY OF MANAGING AND RECONCILING THESE ACCOUNTS. PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION 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 ORGANIZATION 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 ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIOD. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX 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 AGREEMENT IS SIGNED ON AN ANNUAL BASIS. THE BOARD OF DIRECTORS ARE INFORMED OF ANY CONFLICT OF INTEREST AT THE BI-MONTHLY BOARD OF DIRECTORS MEETING. 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 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 THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 390808501 HELPING INDIVIDUALS AND FAMILIES MAINTAIN AND ACHIEVE FINANCIAL STABILITY 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 FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC N 107592 DETERMINED BY EXECUTIVE DIRECTOR FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC O 89248 DETERMINED BY EXECUTIVE DIRECTOR