2025-11-17T16:53:47-06:00 2024-12-31 390912608 HAWKINS ASH CPAS LLP ONE EAST WALDO BOULEVARD SUITE 5 MANITOWOC WI 542202912 990 2024-01-01 390808501 FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC FAMI 9204583784 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 MARK EDMOND EXECUTIVE DIRECTOR 9204583784 2025-11-17 1 0 MATT D NEU P01273729 9206847128 2025-11-17 2024 2025-03-06 01:10:19Z MARK EDMOND 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 579942 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. 7 7 15 7 0 0 137417 237288 351225 268049 15824 46999 4960 13256 509426 565592 0 0 0 0 366425 368672 0 0 10622 188691 203190 555116 571862 -45690 -6270 946586 944154 84927 90736 861659 853418 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 288065 271664 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. 288065 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 7 0 15 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 MARK EDMOND 9204583784 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 MATTHEW SWANSON 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 - BIERDERWOLF VICE PRESIDENT 1.00 X X 0 0 0 MARY ANN THIELKE DIRECTOR 1.00 X 0 0 0 TONY WILTZIUS DIRECTOR 1.00 X 0 0 0 JOHN PUTNAM DIRECTOR 1.00 X 0 0 0 DARYL MANGERI LEFT MAY 2024 FORMER EXECUTIVE DIRECTOR 20.00 20.00 X 24737 19876 2677 MARK EDMOND EXECUTIVE DIRECTOR 20.00 20.00 X 26487 21629 0 51224 41505 2677 0 0 0 0 0 34776 7440 41 195031 4971 237288 EDUCATIONAL PROGRAMMIN 624100 151674 151674 HOUSING COUNSELING 624100 83701 83701 DEBT AND BANKRUPTCY CO 624100 32674 32674 268049 17846 17846 16736 0 16736 16736 16736 29153 0 29153 29153 29153 7255 7440 14350 -7095 -7095 MISCELLANEOUS INCOME 900099 3615 3615 3615 565592 271664 0 56640 51221 12805 37179 1237 273377 138056 129233 6088 12387 5846 6541 6612 2984 3199 429 25075 11654 12855 566 28490 28490 3381 3381 4609 4609 9603 4463 4923 217 33938 21517 11898 523 53972 53972 27103 12596 13895 612 4349 2021 2230 98 3123 1452 1601 70 7074 3287 3627 160 27548 12803 14123 622 571862 288065 273175 10622 71723 144183 226347 115410 18915 86805 110514 34959 1517 8297 275273 180575 96187 94698 367102 405178 54281 54624 946586 944154 23694 34263 2856 2856 58377 53617 84927 90736 X 782374 643049 79285 210369 861659 853418 946586 944154 -6270 -1971 0 X X 0 1 X 1 0 X 148089 136225 145904 137417 237288 804923 148089 136225 145904 137417 237288 804923 208449 596474 25123 24078 33600 31653 34582 149036 7255 7255 10930 100 3615 14645 975859 1630659 0.61120 0.77870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 367102 41457 3381 405178 330789 39320 3007 367102 374868 -41115 2964 330789 333973 43987 3092 374868 300399 36200 2626 333973 0.85000 0.15000 0 0 38500 38500 163780 109623 54157 72993 70952 2041 94698 WISCONSIN BANK & TRUST INVESTMENT ACCOUNT 405178 F 405178 CASH HELD FOR CLIENTS 2856 DUE FROM AFFILIATE 9713 OPERATING LEASE RIGHT OF USE ASSET 42055 54624 OPERATING LEASE LIABILITY 43027 DUE TO RELATED PARTY 10590 53617 X 575512 -1971 4125 11147 13301 562211 3381 3381 565592 583753 4125 11147 15272 568481 3381 3381 571862 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, 2024 AND 2023, 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 11,147. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 11,147. JAMIE BURKART BOARD MEMBER OF ORGANIZATION 12000 PERFORMING MONTHLY CFO SERVICES FOR ORGANIZATION 0 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 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. FORM 990, PART XII, LINE 2C: THE SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT DID NOT CHANGE 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 0 0 0 1 0 0 ADVOCACY PROGRAMS OF FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC Q 171124 EXECUTIVE DIRECTOR ANALYSIS