2024-10-18T15:12:06-05:00 2023-12-31 390912608 HAWKINS ASH CPAS LLP ONE EAST WALDO BOULEVARD SUITE 5 MANITOWOC WI 542202912 990 2023-01-01 390808501 FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC FAMI 9204583784 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 MARK EDMOND EXECUTIVE DIRECTOR 9204583784 2024-10-08 1 0 JEFFREY DVORACHEK P00964591 9206847128 2024-09-30 2023 2024-10-15 13:58:12Z MARK EDMOND 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 523793 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. 8 8 15 8 0 0 228531 137417 295523 351225 11493 15824 20003 4960 555550 509426 0 0 0 0 348857 366425 0 0 25305 189473 188691 538330 555116 17220 -45690 983900 946586 101499 84927 882401 861659 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 258889 351225 CONDUCTED 1,162 COUNSELING SESSIONS WITH 1,326 INDIVIDUALS AND 1,124 FAMILIES AND ASSISTING THEM IN ASSESSING THEIR CURRENT FINANCIAL SITUATIONS. PROVIDED SUGGESTIONS FOR HANDLING DEBT AND HELPED 64 FAMILIES MANAGE THEIR DEBT REPAYMENT PLANS. PROVIDED OVER 106 INDIVIDUALS WITH BANKRUPTCY EDUCATIONS PROGRAMS. 258889 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 15 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 MARK EDMOND 9204583784 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 MATTHEW SWANSON PRESIDENT 1.00 X X 0 0 0 PAUL KUPLIC THROUGH DEC 23 PAST PRESIDENT 1.00 X X 0 0 0 ERIC ZUFELT THROUGH DEC 23 VICE PRESIDENT 1.00 X X 0 0 0 JAMIE BURKART TREASURER 1.00 X X 0 0 0 MICHELLE MEMMO DIRECTOR 1.00 X 0 0 0 SARA SPICER 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 SHANNON KLAHN THROUGH JAN 23 DIRECTOR 1.00 X 0 0 0 DARYL MANGERI EXECUTIVE DIRECTOR 20.00 20.00 X 42587 42587 5110 42587 42587 5110 0 0 0 0 0 51332 19413 19165 47507 137417 HOUSING COUNSELING 624100 191579 191579 EDUCATIONAL PROGRAMMIN 624100 133260 133260 DEBT AND BANKRUPTCY CO 624100 26386 26386 351225 12326 12326 19327 0 19327 19327 19327 3498 0 3498 3498 3498 0 19413 14367 -14367 -14367 509426 351225 0 20784 42587 8518 34069 281458 127905 136541 17012 18861 7941 9930 990 23519 9901 12383 1235 12470 12470 3007 3007 14788 6226 7786 776 30280 16887 12184 1209 48765 48765 37237 15677 19605 1955 6199 2610 3264 325 6307 2655 3321 331 8574 3610 4514 450 19464 8194 10248 1022 CONTRACTED SERVICES 1600 1600 555116 258889 270922 25305 193558 71723 117904 226347 36333 18915 101318 110514 1517 1517 269688 173501 104761 96187 330789 367102 97720 54281 983900 946586 28075 23694 4572 0 10476 10476 58376 50757 101499 84927 X 770699 782374 111702 79285 882401 861659 983900 946586 -45690 24948 0 X X 0 1 X 1 0 X 165368 148089 136225 145904 137417 733003 165368 148089 136225 145904 137417 733003 26862 706141 44101 25123 24078 33600 31653 158555 4289 10930 100 15319 906877 1775902 0.77870 0.79530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 330789 39320 3007 367102 374868 -41115 2964 330789 333973 43987 3092 374868 300399 36200 2626 333973 415736 62612 175000 2949 300399 0.83555 0.16445 0 0 38500 38500 159280 103790 55490 71908 69711 2197 96187 WISCONSIN BANK & TRUST INVESTMENT ACCOUNT 367102 F 367102 CASH HELD FOR CLIENTS 2856 DUE FROM AFFILIATE 1316 OPERATING LEASE RIGHT OF USE ASSET 50109 54281 OPERATING LEASE LIABILITY 50757 50757 X 545734 24948 14367 39315 506419 3007 3007 509426 566476 14367 14367 552109 3007 3007 555116 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, 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 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 14,367. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 14,367. MURDER MYSTERY 19413 19413 4638 2999 6730 19413 19413 4638 2999 6730 14367 -14367 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 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 109843 EXECUTIVE DIRECTOR ANALYSIS ADVOCACY PROGRAMS OF FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC O 85506 EXECUTIVE DIRECTOR ANALYSIS