2023-11-15T12:42:10-06:00 2022-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2022-01-01 391681338 DOWN SYNDROME ASSOCIATION OF WISCONSIN INC DOWN 4143273729 11709 W CLEVELAND AVE 2 WEST ALLIS WI 53227 JIM FACKELMAN PRESIDENT 4143273729 2023-11-15 1 JIM FACKELMAN 999009999 1 BRAD M VOGHT P00631496 4142717800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JIM FACKELMAN 11709 W CLEVELAND AVE 2 WEST ALLIS WI 53227 3450531 1 1 5910 X WWW.DSAW.ORG X 1990 WI 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. 10 10 129 200 0 0 1079490 2058469 1079648 1249198 938 5943 208138 -90820 2368214 3222790 14146 162263 0 0 1154806 1945340 0 0 128381 467653 891362 1636605 2998965 731609 223825 2632502 5130763 209890 1659658 2422612 3471105 X 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. 0 0 1418906 162263 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. 1054181 1248548 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. 33456 650 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. 2506543 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 1 14 0 1 129 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI X X DAWN NUOFFER 4143273729 11709 W CLEVELAND AVE 2 WEST ALLIS WI 53227 JIM FACKELMAN PRESIDENT 10.00 X X 0 0 0 JOE MALLOY TREASURER 3.00 X X 0 0 0 WENDY BUSHELL VICE PRESIDENT 3.00 X X 0 0 0 ANDREW GERBITZ BOARD 1.00 X 0 0 0 JULIE AGUILAR SECRETARY 3.00 X X 0 0 0 KERRY LAURIN BOARD 1.00 X 0 0 0 MARK ANDRES BOARD 1.00 X 0 0 0 SAMI SOBHANI BOARD 1.00 X 0 0 0 SYED AHMED BOARD 1.00 X 0 0 0 JOE BRYDGES BOARD 1.00 X 0 0 0 DAWN NUOFFER CEO 65.00 X 161537 0 826 161537 0 826 1 0 1 0 ENGAUGE WORKFORCE SOLUTIONS N59 W13500 MANHARDT DR MENOMONEE FALLS WI 53051 PROVIDE TRAINING AND OVERSIGHT FOR BASIC 100617 1 6000 601656 1014737 436076 37844 2058469 FAMILY SERVICES 624100 1248548 1248548 HOUSING INITIATIVE 531390 650 650 1249198 4854 4854 1089 0 1089 1089 1089 111484 601656 186854 -75370 -75370 24099 40887 -16788 -16788 MISCELLANEOUS INCOME 621400 1338 1338 1338 3222790 1249198 0 -84877 145696 145696 16567 16567 165640 149076 8282 8282 1584125 1425713 79206 79206 61816 55634 3091 3091 133759 120383 6688 6688 5699 2849 2850 94578 47289 47289 1164 1164 259102 197629 59252 2221 5815 2009 106 3700 34910 15216 2923 16771 46558 28854 17704 67612 60852 3380 3380 24597 23365 1232 29467 28701 766 473 237 236 18605 18605 27417 24675 1371 1371 FAMILY SERVICES 120205 120205 DUES AND SUBSCRIPTIONS 64706 57913 3588 3205 MEMBER EVENTS 42383 41486 897 PROGRAM SUPPLIES 15144 15144 32927 28650 3811 466 2998965 2506543 364041 128381 1699905 2117194 311130 1550545 21105 165386 201605 20083 70572 496209 74892 433213 421317 242706 2785 505719 2632502 5130763 113518 348413 6400 992925 89972 318320 209890 1659658 X 2107112 3040271 315500 430834 2422612 3471105 2632502 5130763 X 223825 -10343 835011 X X 0 1 X 1 0 X 533025 442522 1004216 885103 2058469 4923335 533025 442522 1004216 885103 2058469 4923335 981811 3941524 1736 2219 1580 938 5943 12416 32822 70228 38862 38242 1338 181492 5117243 4376201 0.77020 0.74970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61950 61950 363050 27876 335174 71209 47016 24193 421317 SECURITY DEPOSIT 2785 ERC RECEIVABLE 367697 OPERATING LEASE RIGHT OF USE ASSET 135237 505719 ACCUMULATED PAYROLL LIABILITIES 173433 OPERATING LEASE LIABILITY 138681 FINANCING LEASE LIABILITY 6206 318320 X 3537188 -10343 446110 435767 3101421 1164 120205 121369 3222790 2956009 78413 78413 2877596 1164 120205 121369 2998965 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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 PROVIDES 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 LIABILITIES IN INCOME TAX EXPENSE. GENERALLY, FOR UNITED STATES FEDERAL INCOME TAXES, THE ORGANIZATION IS ONLY SUBJECT TO EXAMINATION FOR THE CURRENT YEAR'S TAX RETURN AND THE PRECEDING THREE YEARS' RETURNS. GENERALLY, FOR WISCONSIN INCOME TAXES, THE ORGANIZATION IS ONLY SUBJECT TO EXAMINATIONS FOR CURRENT YEARS' TAX RETURN AND THE PRECEDING FOUR YEARS' RETURNS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RAFFLE EXPENSES INCLUDED IN FUNDRAISING ACTIVITIES 3,043. FUNDRAISING EXPENSES INCLUDED IN FUNDRAISING ACTIVITIES 75,370. ERC CREDITS FOR 2020 AND 2021 367,697. PART XI, LINE 4B - OTHER ADJUSTMENTS: FAMILY SERVICES INCOME CONSOLIDATED ON AUDIT 120,205. PART XII, LINE 2D - OTHER ADJUSTMENTS: RAFFLE EXPENSES INCLUDED IN FUNDRAISING ACTIVITIES 3,043. FUNDRAISING EXPENSES INCLUDED IN FUNDRAISING ACTIVITIES 75,370. PART XII, LINE 4B - OTHER ADJUSTMENTS: FAMILY SERVICES EXPENSES CONSOLIDATED ON AUDIT 120,205. AWARENESS WALK 515960 463747 52213 16499 8407 2096 83486 GOLF OUTING 120405 78943 41462 39606 10754 12 76775 58966 17809 10913 1493 13600 713140 601656 111484 67018 9900 2096 107840 186854 -75370 24099 37844 3043 1 1.00000 24099 37844 3043 40887 -16788 WI 1 0 0 0 1.00000 DAWN NUOFFER 11709 W CLEVELAND AVE 2 WEST ALLIS WI 53227 0 0 1 DISABILITYIN WISCONSIN 15030 WESTOVER RD ELM GROVE WI 53122 920992344 501(C)(3) 18439 0 SUBRECIPIENT FOR WORKFORCE INNOVATION GRANT ISLANDS OF BRILLIANCE 2122 E EDGEWOOD AVE MILWAUKEE WI 53211 471249195 501(C)(3) 127257 0 SUBRECIPIENT FOR WORKFORCE INNOVATION GRANT 2 FEE ASSISTANCE 60 16567 0 0 0 0 0 0 0 0 0 DAWN NUOFFER CEO 161537 0 0 0 0 0 0 0 826 0 162363 0 0 0 AARON ZIMMER SUBSIDARY BOARD MEMBER IS ALSO AN EXECUTIVE OF THE INVESTMENT COMPANY 1164 INVESTMENT ADVISORY FEES 0 X RAFFLE ITEMS 311 37844 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS NON-VOTING MEMBER WHERE MEMBERSHIP PROVIDES FOR A NEWSLETTER AND ENTRY INTO FREE OR DISCOUNTED EVENTS FORM 990, PART VI, SECTION B, LINE 11B OUR PROCESS IS TO REVIEW THIS AT A BOARD MEETING PRIOR TO SIGNITURE BY A DSAW OFFICER AND FILING FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEW AND APPROVED BY BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED AND APPROVED BY BOARD. FORM 990, PART VI, SECTION C, LINE 19 ANNUAL REPORT, BYLAWS AND FINANCIAL STATEMENTS AVAILABLE ON WEBSITE. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFERED AS A RESULT OF MERGER 467,314. ERC CREDITS FOR 2020 TAX YEAR 169,616. ERC CREDITS FOR 2021 TAX YEAR 198,081. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS PREPARED BY REILLY, PENNER & BENTON LLP DSAW HOUSING LLC 11709 W CLEVELAND AVE SUITE 2 WEST ALLIS WI 53227 850567549 HOUSING SUBSIDIARIES WI DOWN SYNDROME ASSOICATION OF WISCONSIN INC 5582-5586 BALSAM COURT LLC 11709 W CLEVELAND AVE SUITE 2 WEST ALLIS WI 53227 850556090 HOUSING SUBSIDIARIES WI DOWN SYNDROME ASSOICATION OF WISCONSIN INC DOWN SYNDROME ASSOCIATION OF CHIPPEWA VALLEY INC 11709 W CLEVELAND AVENUE 2 WEST ALLIS WI 53227 453177729 TO PROVIDE A LOCAL CHAPTER FOR THE BENEFIT OF THE DOWN SYNDROME ASSOCIATION WI 501(C)(3) EXEMPT 1 DOWN SYNDROME ASSOCIATION OF GREEN BAY INC 11709 W CLEVELAND AVENUE 2 WEST ALLIS WI 53227 453177962 TO PROVIDE A LOCAL CHAPTER FOR THE BENEFIT OF THE DOWN SYNDROME ASSOCIATION WI 501(C)(3) EXEMPT 1 DOWN SYNDROME ASSOCIATION OF FOX CITIES INC 11709 W CLEVELAND AVENUE 2 WEST ALLIS WI 53227 453178066 TO PROVIDE A LOCAL CHAPTER FOR THE BENEFIT OF THE DOWN SYNDROME ASSOCIATION WI 501(C)(3) EXEMPT 1 DOWN SYNDROME ASSOCIATION OF SHEBOYGAN AND SURROUNDING COUNTIES INC 11709 W CLEVELAND AVENUE 2 WEST ALLIS WI 53227 453178133 TO PROVIDE A LOCAL CHAPTER FOR THE BENEFIT OF THE DOWN SYNDROME ASSOCIATION WI 501(C)(3) EXEMPT 1 DOWN SYNDROME ASSOCIATION OF LACROSSE INC 11709 W CLEVELAND AVENUE 2 WEST ALLIS WI 53227 462581316 TO PROVIDE A LOCAL CHAPTER FOR THE BENEFIT OF THE DOWN SYNDROME ASSOCIATION WI 501(C)(3) EXEMPT 1 DOWN SYNDROME ASSOICIATION OF WISCONSIN - SOUTH CENTRAL INC 11709 W CLEVELAND AVENUE 2 WEST ALLIS WI 53227 020670316 TO PROVIDE A LOCAL CHAPTER FOR THE BENEFIT OF THE DOWN SYNDROME ASSOCIATION WI 501(C)(3) EXEMPT 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0