2025-10-14T09:44:07-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 390914040 ST CHARLES YOUTH & FAMILY SERVICES INC STCH 4145394900 151 S 84TH STREET MILWAUKEE WI 53214 MIKE UMHOEFER PRESIDENT/CHIEF EXECUTIVE OFFICER 4145394900 2025-10-06 1 1 RACHEL FLANDERS P01591790 6123764500 2025-10-06 2024 2025-03-06 01:10:19Z MIKE UMHOEFER 151 S 84TH STREET MILWAUKEE WI 53214 15208571 0 X WWW.STCHARLESINC.ORG X 1920 WI ST. CHARLES YOUTH & FAMILY SERVICES INC IS A NOT-FOR-PROFIT HUMAN SERVICES AGENCY THAT IS GUIDED BY POLICIES AND PROCEDURES TO PROVIDE AN ARRAY OF PREVENTION AND INTERVENTION SERVICES. THE AGENCY IS DEDICATED TO ASSIST THOSE WE SERVE DEVELOP THE SKILLS TO BECOME SELF-RELIANT AND INDEPENDENT WITHIN THEIR SCHOOLS, FAMILIES, COMMUNITIES OR VOCATIONS. 12 10 253 14 0 0 776476 831418 15328515 14357153 24791 -9703 -212730 0 15917052 15178868 0 0 0 0 12627441 12206677 0 0 0 3283928 2952040 15911369 15158717 5683 20151 10079688 9680546 7010195 6590902 3069493 3089644 X ST. CHARLES YOUTH AND FAMILY SERVICES, INC., IS A NOT-FOR-PROFIT HUMAN SERVICES AGENCY THAT IS GUIDED BY POLICIES AND PROCEDURES TO PROVIDE AN ARRAY OF PREVENTION AND INTERVENTION SERVICES. OUR AGENCY IS DEDICATED TO ASSISTING THOSE WE SERVE IN DEVELOPING THE SKILLS TO BECOME SELF-RELIANT AND INDEPENDENT WITHIN THEIR SCHOOLS, FAMILIES, COMMUNITIES OR VOCATIONS. ST. CHARLES YOUTH AND FAMILY SERVICES BELIEVES THAT ALL INDIVIDUALS POSSESS UNIQUE AND DIVERSE STRENGTHS, WHICH SERVE AS A CATALYST TO HEALTHY SELF-DEVELOPMENT AND SELF-RELIANCE. WE RECOGNIZE THAT INDIVIDUALS MAY EXPERIENCE OBSTACLES DURING THEIR LIFETIME WILL BENEFIT FROM THE FACILITATION, SUPPORT AND PARTNERSHIP WITH PROFESSIONAL SERVICES. 0 0 5742030 0 6388357 MANAGED CARE SERVICES: ST. CHARLES PROVIDES AN ARRAY OF CARE COORDINATION, DIRECT SERVICES AND ADMINISTRATIVE SUPPORT SERVICES TO SUPPORT THE INITIATIVES OF THE MILWAUKEE COUNTY'S BEHAVIORAL HEALTH DEPARTMENT AND WRAPAROUND MILWAUKEE DEPARTMENTS. THE VAST MAJORITY OF SERVICES PROVIDED WITHIN THESE CONTRACTED SERVICES THROUGH MILWAUKEE COUNTY SUPPORT YOUTH AND ADULTS WITH DIAGNOSED MENTAL HEALTH OR BEHAVIORAL HEALTH NEEDS AND/OR PROVIDED CRITICAL ADMINISTRATIVE SUPPORT AND TRAINING FOR THOSE WHO SERVE THIS TARGET POPULATION. 3150199 0 3738542 CASE MANAGEMENT SERVICES: CASE MANAGEMENT SERVICES PROVIDED BY ST. CHARLES INCLUDE PROGRAMS TARGETED SPECIFICALLY FOR YOUTH WHO ARE COURT INVOLVED AS A RESULT OF A DELINQUENCY AND HAVE BEEN IDENTIFIED AS APPROPRIATE FOR COMMUNITY-BASED PROGRAMMING. THESE SERVICES PROVIDE CASE MANAGEMENT, GROUP SKILL DEVELOPMENT AND COMMUNITY MONITORING WITH THE ULTIMATE GOAL OF HELPING YOUTH ADHERE TO THEIR COURT ORDERS WHILE ASSISTING THEM BUILD SKILLS AND STRATEGIES TO AVOID RE-OFFENSES OR FURTHER INVOLVEMENT IN THE COURT SYSTEM. 3160303 0 3598917 24 HOUR CARE PROGRAM: ST. CHARLES CONTINUES ITS 100 PLUS YEARS OF PROVIDING RESIDENTIAL TREATMENT SERVICES TO YOUTH BETWEEN THE AGES OF 12-17. YOUTH ARE TYPICALLY REFERRED DUE TO MENTAL HEALTH, BEHAVIORAL HEALTH, TRAUMA HISTORY, OR DELINQUENCIES THAT WARRANT TARGETED TREATMENT SERVICES THAT OCCUR WITHIN A RESIDENTIAL SETTING. YOUTH BENEFIT FROM INDIVIDUAL AND FAMILY THERAPY, OCCUPATIONAL THERAPY, ON-GROUNDS EDUCATION/SPECIAL EDUCATION SERVICES, SKILL DEVELOPMENT GROUPS, AODA EDUCATION/TREATMENT AS NEEDED, AND RECREATIONAL EXPERIENCES THAT BUILD SKILLS, REDUCE SYMPTOMS AND HELP YOUTH BUILD INDEPENDENCE. 502434 0 631337 WORKFORCE DEVELOPMENT: THIS PROGRAM FOCUSES ON TRANSFORMING LIVES THROUGH SUPPORTED EMPLOYMENT AND EDUCATION. THE PROGRAM REFINES, IMPLEMENTS, AND SUSTAINS EVIDENCE-BASED SUPPORTED EMPLOYMENT AND PRACTICES FOR TRANSITION-AGED YOUTH AND YOUNG ADULTS (AGES 16-25) WITH SERIOUS EMOTIONAL DISTURBANCE AND/OR SERIOUS MENTAL ILLNESS OR CO-OCCURRING MENTAL AND SUBSTANCE USE DISORDERS. 502434 0 631337 12554966 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 60 0 1 253 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X MIKE UMHOEFER 4144763710 151 S 84TH ST MILWAUKEE WI 53214 CATHERINE CONNOLLY PRESIDENT 45.00 X X 267247 0 57662 MIKE UMHOEFER CPA CFO 45.00 X X 161759 0 50157 LINDSEY DRAPER BOARD CHAIRPERSON 2.00 X X 0 0 0 LAURA COGAN VICE CHAIRPERSON 1.00 X X 0 0 0 ANN JOHNSON TREASURER 1.00 X X 0 0 0 JOHN NOVOTNY SECRETARY 1.00 X X 0 0 0 BRUCE KAMRADT DIRECTOR 1.00 X 0 0 0 FELICIA WINSTON DIRECTOR 1.00 X 0 0 0 JAMES MADLOM DIRECTOR 1.00 X 0 0 0 MILTON STUBBS DIRECTOR 1.00 X 0 0 0 TRACY CARUS DIRECTOR 1.00 X 0 0 0 ERMITTE SAINT JACQUES DIRECTOR 1.00 X 0 0 0 SCOTT CARPENTER VP OF ORGANIZATIONAL DEVEL 45.00 X 132130 0 24177 GLYNIS UNDERWOOD VP OF COMMUNITY PROGRAMS 45.00 X 109123 0 42420 SHANNON TRZEBIATOWSKI VP OF COMMUNITY PROGRAMS 45.00 X 114134 0 12905 JUDY TRAMONTE VP OF OPERATIONS 45.00 X 112617 0 20711 EDDIE RHONE VP OF RESIDENTIAL CARE 45.00 X 111911 0 21775 1008921 0 229807 7 0 1 0 0 831418 831418 MANAGED CARE SERVICES 624110 6388357 6388357 CASE MANAGEMENT SERVIC 624110 3738542 3738542 24 HOUR CARE PROGRAM 624110 3598917 3598917 WORKFORCE DEV & OTHER 624310 631337 631337 14357153 20000 29703 -9703 -9703 -9703 15178868 14357153 0 -9703 536825 466781 70044 8905455 7558284 1347171 523492 423664 99828 1431263 1159792 271471 809642 685393 124249 6834 6004 830 50479 44348 6131 558523 490681 67842 214121 137360 76761 777511 758673 18838 150314 125237 25077 67907 43563 24344 188641 64618 124023 210290 136618 73672 73089 73089 CLIENT EXPENSES 230485 229751 734 ORGANIZATIONAL DUES AND 139263 23259 116004 EQUIPMENT 106112 93889 12223 STAFF RECRUITMENT/ASSIS 80625 31420 49205 97846 2542 95304 15158717 12554966 2603751 0 299648 1171336 685532 230246 3136350 2534031 124650 225635 7735228 2537841 5437335 5197387 396173 321911 10079688 9680546 1286760 1386683 144479 199389 5578956 5004830 7010195 6590902 X 3069493 3089644 3069493 3089644 10079688 9680546 20151 0 X X 0 1 X 1 1 1 X 2186138 1110887 703504 776476 831418 5608423 11182974 11584838 13710902 15463941 14357153 66299808 13369112 12695725 14414406 16240417 15188571 71908231 521029 915180 555351 721532 829548 3542640 1279234 1279234 1800263 915180 555351 721532 829548 4821874 67086357 157497 214460 310679 682636 13526609 12910185 14725085 16240417 15188571 72590867 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 157,497. 2021 AMOUNT: $ 214,460. 2022 AMOUNT: $ 310,679. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1800000 1800000 4086756 1064170 3022586 1426770 1128440 298330 95717 70329 25388 325985 274902 51083 5197387 RELATED PARTY PAYABLE - KNOERNSCHILD TRUST LTD 4671133 LEASE LIABILITY 333697 5004830 X X X X 0 1 0 0 0 0 0 0 0 CATHERINE CONNOLLY PRESIDENT 267247 0 0 0 0 0 23382 0 34280 0 324909 0 0 0 MIKE UMHOEFER CPA CFO 161759 0 0 0 0 0 14637 0 35520 0 211916 0 0 0 SCOTT CARPENTER VP OF ORGANIZATIONAL DEVEL 132130 0 0 0 0 0 11554 0 12623 0 156307 0 0 0 GLYNIS UNDERWOOD VP OF COMMUNITY PROGRAMS 109123 0 0 0 0 0 9733 0 32687 0 151543 0 0 0 PART I, LINE 3 ST. CHARLES BOARD OF DIRECTORS APPROVES CEO COMPENSATION BASED ON DEGREE OF EXPERIENCE AND MARKET COMPARISONS. PART I, LINE 4B A CONTRIBUTION OF $25,977 WAS MADE TO A 457B PLAN FOR CATHERINE CONNOLLY DURING 2024 AND INCLUDED IN HER COMPENSATION. FORM 990, PART VI, SECTION A, LINE 1A CATHY CONNOLLY AND MIKE UMHOEFER ARE DIRECTORS WITH VOTING RIGHTS, BUT ARE UNABLE TO VOTE ON MATTERS RELATED TO COMPENSATION OR OTHER ITEMS WITH WHICH THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO OFFICIAL FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EMPLOYEES ARE EXPRESSLY PROHIBITED FROM USING THEIR POSITION, INFLUENCE, AUTHORITY, OR ACCESS TO INFORMATION FOR DIRECT OR INDIRECT PRIVATE BENEFIT. ALL ACTIVE BOARD MEMBERS AND STAFF ARE REQUIRED ANNUALLY TO UPDATE AND FILE A SIGNED AFFIDAVIT ACKNOWLEDGING THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS AND EMPLOYEES ARE EXPECTED TO EXERCISE GOOD JUDGEMENT TO AVOID CONFLICTS OF INTEREST, AS WELL AS DISCLOSE ANY POTENTIAL CONFLICTS, IN ACCORDANCE TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE PRESIDENT AND VICE PRESIDENT. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE INTERESTED PERSON WILL BE EXCLUDED FROM ALL MATTERS OF THE CONFLICTING TRANSACTION, AND ADDITIONAL RESTRICTIONS MAY BE PUT IN PLACE BY THE PRESIDENT AND VICE PRESIDENT. RESULTS OF THE PROCEEDINGS ARE RECORDED ON THE CONFLICT-OF-INTEREST FORM PROVIDED BY THE ORGANIZATION AND DOCUMENTED IN THE ORGANIZATION'S MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEW THE PRESIDENT'S COMPENSATION BY USING COMPARABILITY DATA FROM THE NATIONAL COUNCIL OF NONPROFITS AND GUIDESTAR. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST VIA MAIL OR EMAIL. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. KNOERNSCHILD TRUST LTD P O BOX 0634 MILWAUKEE WI 532010634 510138162 PROMOTING WELFARE OF YOUNG PERSONS WI 501(C)(3) LINE 12B, II ST CHARLES YOUTH & FAMILY SERVICES INC 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 KNOERNSCHILD TRUST LTD C 793348 CASH DONATION AMOUNT KNOERNSCHILD TRUST LTD Q 13348 CASH REIMBURSEMENT AMOUNT KNOERNSCHILD TRUST LTD E 4671133 CASH VALUE OF LOAN