2023-11-22T17:41:59-06:00 2023-03-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-04-01 390854841 ATTIC ANGEL ASSOCIATION ATTI 6086628900 640 JUNCTION ROAD MADISON WI 53717 MICHELLE GODFREY CEO 6086628900 2023-11-16 1 MICHELLE GODFREY 999009999 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2023-11-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHELLE GODFREY 640 JUNCTION ROAD MADISON WI 53717 3416926 0 X WWW.ATTICANGEL.ORG X 1926 WI MEMBERS MEET HEALTH AND HUMAN SERVICE NEEDS WITH SPECIAL CONCERN FOR THE CHILDREN AND ELDERLY. 12 12 360 440 0 0 488182 236824 189911 168138 585977 482829 -42537 93045 1221533 980836 269932 233379 0 0 570460 688240 0 0 6661 287396 289560 1127788 1211179 93745 -230343 16992593 15669482 647752 632132 16344841 15037350 X ATTIC ANGEL ASSOCIATION IS A NOT-FOR-PROFIT, INDEPENDENT ORGANIZATION OF VOLUNTEERS WHO IMPROVE THE QUALITY OF LIFE WITHIN DANE COUNTY. MEMBERS MEET HEALTH AND HUMAN SERVICE NEEDS THROUGH VOLUNTEER AND FINANCIAL SUPPORT WITH SPECIAL CONCERN FOR CHILDREN AND THE ELDERLY. A MAJOR FOCUS IS ATTIC ANGEL COMMUNITY WHICH PROVIDES LIVING AND HEALTH CARE OPTION FOR OLDER ADULTS. 0 0 878320 233379 43400 ATTIC ANGEL ASSOCIATION - THE ASSOCIATION HAS BEEN AN INDEPENDENT ORGANIZATION FOR OVER 130 YEARS AND CURRENTLY HAS 486 MEMBERS. MEMBERS IMPROVE THE QUALITY OF LIFE FOR APPROXIMATELY 11,000 DANE COUNTY CHILDREN AND ELDERLY THROUGH CONTRIBUTIONS OF TIME, TALENT, AND FINANCIAL RESOURCES. 29943 0 124738 ATTIC ANGEL MANAGEMENT SERVICES, LLC PROVIDES MANAGEMENT SERVICES TO NONPROFIT SENIOR COMMUNITIES. 908263 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 11 0 1 360 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X ATTIC ANGEL ASSOCIATION 6086628900 640 JUNCTION ROAD MADISON WI 53717 MICHELE JOSLYN CHAIR 15.00 5.00 X X 0 0 0 PATRICIA SCHULTZ VICE CHAIR 15.00 2.00 X X 0 0 0 SHANNON DAVIDSON PAST CHAIR 15.00 1.00 X 0 0 0 CINDY ZELLERS TREASURER 2.00 X X 0 0 0 JOYCE BEHREND ASST. TREASURER 2.00 X X 0 0 0 CLAUDIA BROWN SECRETARY 1.00 X X 0 0 0 JULIE RENEAU DIRECTOR 1.00 X 0 0 0 CRISTINA BARLEY DIRECTOR 1.00 X 0 0 0 TERRY MOUCHAYLEH DIRECTOR 1.00 X 0 0 0 ULI LAKE DIRECTOR 1.00 X 0 0 0 MEREDITH DEGEN DIRECTOR 1.00 X 0 0 0 DEB DIETER DIRECTOR 1.00 X 0 0 0 MICHELLE GODFREY PRESIDENT/CEO 15.20 24.80 X 165174 0 565 JOHN KAISER CHIEF FINANCIAL OFFICER 4.00 26.00 X 130572 0 1303 MICHAEL DRESCHER IT DIRECTOR 1.00 39.00 X 103355 0 6901 CHERYL MILLER CHIEF ADMIN OFFICER - PART YEAR 1.00 39.00 X 170514 0 15206 KELLY DUBOIS VP MARKETING & DEVELOPMENT 20.00 20.00 X 108766 0 637 DEREK BUCKLEY CHIEF OPERATIONAL OFFICER 25.00 15.00 X 146533 0 763 MARY ANN DRESCHER FORMER PRESIDENT 15.20 24.80 X 115423 0 57 940337 0 25432 7 1 1 0 0 69872 166952 40876 236824 MANAGEMENT SERVICES 900099 124738 124738 DUES REVENUE 900099 43400 43400 168138 222310 222310 1800 0 1800 1800 1800 2614551 2354032 260519 260519 260519 173303 69872 82058 91245 91245 980836 168138 0 575874 233379 233379 119394 93657 24903 834 466797 366173 97364 3260 8979 7043 1873 63 46124 36181 9621 322 46946 36826 9792 328 22854 17927 4767 160 264 264 50099 50099 38756 37734 1022 19331 4632 14699 21169 21169 27752 14228 11830 1694 2891 685 2206 2262 2262 53157 53157 18099 18099 EQUIPMENT REPAIR 6886 6641 245 NEWSLETTER 4497 4497 CONTRACTED SERVICES 3327 3327 18216 18216 1211179 908263 296255 6661 93561 34289 236062 184551 80000 40000 149230 74513 10921 4500 2990350 852103 2190859 2138247 13670073 12565373 500000 566667 61887 61342 16992593 15669482 317303 321188 6200 9540 324249 301404 647752 632132 X 16337641 15027180 7200 10170 16344841 15037350 16992593 15669482 -230343 -1077148 0 X 0 1 X 1 0 X 355964 497409 352752 488182 236824 1931131 4352093 288842 187012 189911 168138 5185996 4708057 786251 539764 678093 404962 7117127 25296 46513 21772 1090 87720 182391 1563566 1563566 1588862 46513 21772 1090 87720 1745957 5371170 524812 326512 276335 275392 224110 1627161 524812 326512 276335 275392 224110 1627161 -44520 91245 46725 27454 334 183 27971 5260323 1113097 816099 909148 720317 8818984 0.60900 0.77930 0.18450 0.11290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 57256 X X 0 1506670 1506670 1404141 780571 623570 79539 71532 8007 2138247 CHARITABLE GIFT ANNUITY LIABILITY 41176 DUE TO AFFILIATES 193214 STREET ASSESSMENT LIABILITY 67014 301404 PART III, LINE 4: VARIOUS PAINTING AND SCULPTURES TO ENRICH THE ENVIRONMENT AND ENJOYMENT OF THE RESIDENTS. ATTIC SALE 103928 11020 92908 32958 GOLF OUTING 41310 26875 14435 6228 5 97937 31978 65959 42872 243175 69873 173302 82058 82058 91244 1 ATTIC ANGEL PLACE INC 8301 OLD SAUK ROAD MIDDLETON WI 53562 391919667 501(C)(3) 78367 0 RESIDENT AID FUND AGEBETTER 6209 MINERAL POINT RD STE 210 MADISON WI 53705 391969761 501(C)(3) 37500 0 TO AID IN THEIR MISSION TO WORK COLLABORATIVELY WITH OLDER PEOPLE TO ENHANCE THEIR LIVES. WAYFORWARD RESOURCES 3502 PARMENTER ST MIDDLETON WI 53562 391484945 501(C)(3) 20000 0 TO HELP WITH FOOD AND HOUSING SECURITY FOR MIDDLETON RESIDENTS UNITED WAY OF DANE COUNTY INC 2059 ATWOOD AVE MADISON WI 53704 390817532 501(C)(3) 15000 0 TO HELP PEOPLE OUT WHO RESIDE IN DANE COUNTY CATHOLIC CHARITIES DIOCESE OF MADISON 702 S HIGH POINT ROAD 201 MADISON WI 53719 390807067 501(C)(3) 15000 0 TO PROVIDE SERVICES TO HELP PHYSICAL, EMOTIONAL AND SPIRTUAL NEEDS OF THE MADISON COMMUNITY TENANT RESOURCE CENTER INC 1202 WILLIAMSON ST 102 MADISON WI 53703 391360105 501(C)(3) 11711 0 TO HELP TENANTS AND LANDLORDS KNOW AND UNDERSTAND THEIR RIGHTS BRIARPATCH YOUTH SERVICES INC 2720 RIMROCK ROAD MADISON WI 53713 391391737 501(C)(3) 20000 0 TO HELP YOUTHS, THEIR FAMILIES AND THEIR COMMUNITY IN THE MADISON AREA. YWCA MADISON INC 101 E MIFFLIN ST MADISON WI 53703 390806303 501(C)(3) 30000 0 TO AID IN THE ORGANIZATION'S MISSION TO PROVIDE LEADERSHIP IN OUR COMMUNITY 8 0 PART I, LINE 2: THE COMMUNITY GRANTS COMMITTEE FOLLOWS PROTOCOLS FOR SOLICITATION OF GRANTS. REQUESTS ARE RECEIVED AND EVALUATED ACCORDING TO PROTOCOL AND DECISIONS ARE MADE FOR RECOMMENDATIONS TO THE FUNDS ALLOCATION COMMITTEE. X X X X 1 1 0 0 0 0 0 0 0 CHERYL MILLER CHIEF ADMIN OFFICER - PART YEAR 169764 0 750 0 0 0 0 0 15206 0 185720 0 0 0 MICHELLE GODFREY PRESIDENT/CEO 165174 0 0 0 0 0 0 0 565 0 165739 0 0 0 MARY ANN DRESCHER FORMER PRESIDENT 65174 0 13000 0 37249 0 0 0 57 0 115480 0 0 0 PART I, LINES 4A-B MARY ANN DRESCHER PARTICIPATED IN A 457(F) RETIREMENT PLAN. SHE RECEVIED A DEFERRED COMP PAYOUT OF $37,300 DURING THE YEAR. CHERYL MILLER, FORMER CHIEF ADMINISTRATIVE OFFICER, RECEIVED A SEVERANCE PACKAGE OF $39,513. MICHAEL DRESCHER, FORMER IT DIRECTOR, RECEIVED A SEVERANCE PACKAGE OF $13,791. X 10 1255 FMV X 29177 FMV X 1 1004 FMV X 1 125 FMV X 4 1185 FMV X TICKETS/ENTERTAINMENT EXPERIENCES 20 3415 FMV X OTHER 10 2517 FMV X GIFT BASKETS/FOOD AND DRINK BASKETS 13 2198 FMV 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 ANY WOMAN SHALL BE ELIGIBLE FOR MEMBERSHIP. EACH APPLICATION SUBMITTED TO THE MEMBERSHIP COMMITTEE MUST BE SIGNED BY TWO SPONSORS, ONE OF WHOM MUST BE AN ACTIVE MEMBER. ACTIVE MEMBERSHIP IS INTENDED FOR A MINIMUM OF TEN (10) YEARS. ACTIVE MEMBERS SHALL BE REQUIRED TO GIVE A MINIMUM OF 100 HOURS OF SERVICE THE FIRST YEAR, 75 HOURS EACH OF THE SECOND THROUGH FIFTH YEARS, AND 50 HOURS OF SERVICE EACH YEAR THEREAFTER OF ACTIVE MEMBERSHIP. DISTRIBUTION OF REQUIRED SERVICE HOURS SHALL BE DESIGNATED BY THE BOARD ACCORDING TO THE NEEDS OF THE ASSOCIATION. AFTER TEN YEARS OF MEMBERSHIP, VOLUNTEER HOURS MAY BE GIVEN IN ANY ATTIC ANGEL SERVICE. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS VOTE ON BYLAW CHANGES. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND CFO WILL REVIEW THE DRAFT AND MAKE ANY NECESSARY CHANGES. THE CEO AND CFO WILL REVIEW THE FINAL COPY AND PRESENT IT AT THE NEXT BOARD MEETING FOR REVIEW, REFLECTING IN THE MINUTES THAT THE BOARD HAD AN OPPORTUNITY TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF DIRECTOR MEMBERS ARE REQUIRED TO READ AND SIGN ANNUAL CONFLICT OF INTEREST POLICY. VARIOUS COMMITTEES ALSO REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS. IT IS ALSO PART OF EMPLOYEE HANDBOOK AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS. PUBLIC AUDITORS, AS PART OF THE ANNUAL AUDIT, REVIEW TRANSACTIONS FOR ANY EVIDENCE OF CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 ATTIC ANGEL ASSOCIATION IS THE EMPLOYER OF ALL THE EMPLOYEES OF ATTIC ANGEL ASSOCIATION AND ATTIC ANGEL PLACE. THERE IS AN HR COMMITTEE THAT REPORTS TO THE BOARD OF DIRECTORS. QUARTERLY MEETINGS ARE HELD AND AT EVERY MEETING, MARKET PLACE DATA IS REVIEWED REGARDING COMPENSATION FOR ALL POSITIONS. THE CEO/PRESIDENT'S JOB DESCRIPTION IS REVIEWED ANNUALLY BY THE HR COMMITTEE AND SALARY RECOMMENDATIONS ARE MADE TO THE BOARD FOR APPROVAL AND IMPLEMENTED BY THE PAYROLL AREA. THE CHIEF ADMINISTRATIVE OFFICER AND HER HR TEAM REVIEW MARKET DATA THROUGH SALARY SURVEYS AND ONLINE MARKET COMPENSATION TOOLS. THE FINDINGS ARE DOCUMENTED IN A SCHEDULE THAT IS PRESENTED AT EACH OF THE QUARTERLY HR COMMITTEE MEETINGS. ANY RECOMMENDATIONS ARE DOCUMENTED IN THE MINUTES OF THE HR COMMITTEE AND ANY RECOMMENDATIONS APPROVED BY THE BOARD ARE APPROVED IN THE MINUTES OF THE BOARD MEETING. THIS PROCESS WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 18 PREVIOUSLY FILED FEDERAL RETURNS ARE AVAILABLE UPON REQUEST. CURRENT YEAR RETURNS ARE AVAILABLE ON THE ATTIC ANGEL'S PUBLIC WEBSITE FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION AT 8301 OLD SAUK ROAD, MIDDLETON, WI 53562. ATTIC ANGEL MANAGEMENT SERVICES LLC 640 JUNCTION ROAD MADISON WI 53717 832402699 SENIOR COMMUNITY MANAGEMENT SERVICES WI 124738 34564 ATTIC ANGEL ASSOCIATION ATTIC ANGEL PLACE INC 8301 OLD SAUK ROAD MIDDLETON WI 53562 391916667 PROVIDE SENIOR LIVING SERVICES WI 501(C)(3) LINE 12A, I ATTIC ANGEL ASSOCATION 1 ATTIC ANGEL PRAIRIE POINT INC 640 JUNCTION ROAD MADISON WI 53717 391978106 CONTINUING CARE RETIREMENT COMMUNITY WI 501(C)(3) LINE 12A, I ATTIC ANGEL ASSOCATION 1 RIVERSONG INC 640 JUNCTION ROAD MADISON WI 53717 SENIOR RESIDENT HOUSING SERVICES WI 501(C)(3) LINE 10 ATTIC ANGEL ASSOCATION 1 1 1 0 1 1 0 0 0 0 1 0 1 1 1 1 1 1 0 0