2024-10-18T15:11:51-05:00 2023-12-31 390912608 HAWKINS ASH CPAS LLP ONE EAST WALDO BOULEVARD SUITE 5 MANITOWOC WI 542202912 990 2023-01-01 391700758 THE ADVOCACY PROGRAMS OF FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC ADVO 9204583784 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 MARK EDMOND EXECUTIVE DIRECTOR 9204583784 2024-10-08 1 0 JEFFREY DVORACHEK P00964591 9206847128 2024-10-08 2023 2024-10-15 13:58:12Z MARK EDMOND 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 990876 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. 8 8 24 8 0 0 0 3052 870672 941209 89442 45199 232 314 960346 989774 0 0 0 0 732497 818513 0 0 0 156728 164491 889225 983004 71121 6770 1639205 1700940 82965 43224 1556240 1657716 TO PROVIDE FINANCIAL MANAGEMENT ASSISTANCE TO THOSE WITH FINANCIAL TROUBLES. 0 0 755572 941523 PROVIDED GUARDIANSHIP, CONSERVATORSHIP, TRUST AND REPRESENTATIVE PAYEE SERVICES FOR INDIVIDUALS IN VARIOUS CITIES THROUGHOUT THE STATE OF WISCONSIN. 755572 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 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X MARK EDMOND 9204583784 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 DARYL MANGERI EXECUTIVE DIRECTOR 20.00 20.00 X 42587 42587 5110 MATTHEW SWANSON PRESIDENT 0.30 X X 0 0 0 PAUL KUPLIC THROUGH DEC 23 PAST PRESIDENT 0.30 X X 0 0 0 ERIC ZUFELT THROUGH DEC 23 VICE PRESIDENT 0.30 X X 0 0 0 JAMIE BURKART TREASURER 0.30 X X 0 0 0 MICHELLE MEMMO DIRECTOR 0.30 X 0 0 0 SARA SPICER 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 SHANNON KLAHN THROUGH JAN 23 DIRECTOR 0.30 X 0 0 0 42587 42587 5110 0 0 0 0 0 3052 3052 GUARDIANSHIP FEES 624100 611094 611094 REP PAYEE FEES 624100 329455 329455 OTHER CLIENT SERVICE F 624100 660 660 941209 46301 46301 1102 -1102 -1102 -1102 MISCELLANEOUS 900099 314 314 314 989774 941523 0 45199 42587 33405 9182 684227 536708 147519 36316 28486 7830 55383 43442 11941 6038 6038 11374 11374 11355 11355 803 630 173 28173 22105 6068 33695 26430 7265 10255 8044 2211 3074 2411 663 16262 12756 3506 EQUIPMENT AND SOFTWARE 40622 40622 CREDIT LOSSES 2160 2160 TRAINING 680 533 147 983004 755572 227432 0 69007 15198 242919 234123 60290 60357 1517 1517 66868 54915 15027 11953 1250445 1377792 1639205 1700940 46153 41908 36812 1316 82965 43224 X 1556240 1657716 1556240 1657716 1639205 1700940 6770 94706 0 X X 0 1 X 1 0 X 110520 15 3052 113587 721456 772834 840611 870672 941209 4146782 721456 883354 840626 870672 944261 4260369 0 0 0 4260369 29845 31517 32818 40152 46301 180633 29845 31517 32818 40152 46301 180633 3812 232 314 4358 751301 918683 873444 911056 990876 4445360 0.95840 0.95890 0.04060 0.04020 X 1 3048026 8777515 9422945 2402596 0 18429 7511 10918 48439 47404 1035 11953 WBT WEALTH ADVISORY INVESTMENTS 1377792 F 1377792 DUE TO FAMILY SERVICE ASSOCIATION OF SHEBOYGAN, INC 1316 1316 X 1073125 94706 94706 978419 11355 11355 989774 971649 0 971649 11355 11355 983004 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, 2023 AND 2022, 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. 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 109843 DETERMINED BY EXECUTIVE DIRECTOR FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC O 85506 DETERMINED BY EXECUTIVE DIRECTOR