OPTIONS FOR INDEPENDENT LIVINGINC

EIN: 391843312 501(c)(3) Human Services

GREEN BAY, WI

Total Revenue
$1,896,361
Total Expenses
$2,229,616
Total Assets
$4,529,628
Net Assets
$4,409,166
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
WI
Principal Officer
JACOB RUATTI
Phone
9204900500
Tax Period
2024-07-01 to 2025-06-30

OPTIONS FOR INDEPENDENT LIVINGINC, founded in 1995, is a community nonprofit in the Human Services sector that reported $1.9M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $2.2M exceeded revenue, resulting in a 18% operating deficit.

Mission

TO ASSIST PEOPLE WITH DISABILITIES IN NORTHEASTERN WISCONSIN AND THE FOX VALLEY TO LIVE INDEPENDENTLY.

Program Service Accomplishments

Program 1

INDEPENDENT LIVING CORE SERVICES CONSIST OF THE FOLLOWING: WISCONSIN DEPARTMENT OF HEALTH SERVICES - DIVISION OF LONG TERM CARE - INDEPENDENT LIVING GRANT - THIS GRANT REQUIRES THAT THE ORGANIZATION...

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INDEPENDENT LIVING CORE SERVICES CONSIST OF THE FOLLOWING: WISCONSIN DEPARTMENT OF HEALTH SERVICES - DIVISION OF LONG TERM CARE - INDEPENDENT LIVING GRANT - THIS GRANT REQUIRES THAT THE ORGANIZATION PROVIDES THE FIVE CORE SERVICES OF INDEPENDENT LIVING CENTERS AS DEFINED BY STATE AND FEDERAL REGULATIONS. THOSE SERVICES INCLUDE INDIVIDUAL AND SYSTEMS ADVOCACY, PEER SUPPORT, INDEPENDENT LIVING SKILLS TRAINING, TRANSITION SERVICES, AND INFORMATION AND REFERRAL. IT ALSO REQUIRES THAT THE ORGANIZATION PROVIDE SERVICES TO THE COMMUNITY, E.G., COMMUNITY ADVOCACY, COMMUNITY EDUCATION; OUTREACH TO INFORM PEOPLE WITH DISABILITIES AND THE COMMUNITY ABOUT SERVICES, AND THAT THERE ARE APPROPRIATE SERVICES AND PROGRAMS AVAILABLE TO PEOPLE WITH DISABILITIES. INDEPENDENT LIVING COUNCIL OF WISCONSIN - ILCW - PART B - THE ACTIVITIES OF THE ILCW - PART B GRANT ARE TWOFOLD; TO SUPPORT THE ACTIVITIES OF THE STATE PLAN FOR INDEPENDENT LIVING (SPIL) AND TO PROVIDE OUTREACH ACTIVITIES TO UN-SERVED AND UNDERSERVED COUNTIES AND POPULATION GROUPS TO FACILITATE GRASS-ROOTS ACTIVITIES. CENTERS FOR INDEPENDENT LIVING - HEALTH AND HUMAN SERVICES - THIS GRANT REQUIRES THAT THE ORGANIZATION PROVIDE THE FOUR CORE SERVICES OF ADVOCACY, PEER SUPPORT, INFORMATION AND REFERRAL, AND INDEPENDENT LIVING SKILLS TRAINING.

Program 2

ASSISTIVE TECHNOLOGY PROGRAMS CONSIST OF THE FOLLOWING WISTECH GRANT - THIS GRANT REQUIRES THE ORGANIZATION TO PROVIDE THREE SPECIFIC SERVICES. 1) DEVICE LOANS ARE SHORT-TERM LOANS OF ASSISTIVE...

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ASSISTIVE TECHNOLOGY PROGRAMS CONSIST OF THE FOLLOWING WISTECH GRANT - THIS GRANT REQUIRES THE ORGANIZATION TO PROVIDE THREE SPECIFIC SERVICES. 1) DEVICE LOANS ARE SHORT-TERM LOANS OF ASSISTIVE TECHNOLOGY TO INDIVIDUALS OR ORGANIZATIONS FOR A VARIETY OF PURPOSES SUCH AS ALLOWING CONSUMERS AND AGENCIES TO "TRY BEFORE THEY BUY", MEETING INTERIM NEEDS WHEN DEVICES GO IN FOR REPAIR, FOR PERSONAL DEVELOPMENT ACTIVITIES, ETC. 2) DEVICE DEMONSTRATION COMPANIES THAT PRESENTS FEATURES AND BENEFITS OF A PARTICULAR ASSISTIVE TECHNOLOGY (AT) DEVICE OR CATEGORY OF DEVICES TO AN INDIVIDUAL OR SMALL GROUP OF INDIVIDUALS. THE PURPOSE OF A DEVICE DEMONSTRATION IS TO ENABLE AN INDIVIDUAL TO MAKE AN INFORMED CHOICE RATHER THAN MERELY MAKING THE CUSTOMER AWARE OF A VARIETY OF AT. 3) INFORMATION AND REFERRAL ACTIVITIES ARE THOSE IN WHICH THE AT PROGRAM'S ASSISTANCE WAS LIMITED TO BRIEFLY ANSWERING REQUESTS FOR INFORMATION AND / OR PUTTING INDIVIDUALS IN CONTACT WITH OTHER AGENCIES, ORGANIZATIONS OR COMPANIES THAT CAN PROVIDE THEM WITH NEEDED INFORMATION ON AT PRODUCTS, DEVICES, SERVICES, FUNDING SOURCES, OR OTHER RELATED DISABILITY TOPICS. UNIVERSAL SERVICE FUND (USF) - THE FUND WAS ESTABLISHED UNDER THE 1993 WISCONSIN ACT 496 TO ENSURE THAT ALL STATE RESIDENTS RECEIVE ESSENTIAL TELECOMMUNICATION SERVICES AND HAVE ACCESS TO ADVANCED TELECOMMUNICATION CAPABILITIES. UNIVERSAL SERVICE FUND PROGRAMS CREATED BY THE WISCONSIN PUBLIC SERVICE COMMISSION HAVE BEEN DEVELOPED TO ADDRESS TELECOMMUNICATION NEEDS FOR LOW-INCOME CUSTOMERS, HIGH RATE AREAS OF THE STATE, CUSTOMERS WITH DISABILITIES, NON-PROFIT GROUPS AND MEDICAL CLINICS AND PUBLIC HEALTH AGENCIES.

Program 3

FEE FOR SERVICES - THIS PROGRAM PROVIDES RESIDENTIAL ASSESSMENTS, COMPUTER AND WORKSITE ASSESSMENTS AND AMERICANS WITH DISABILITIES ACT CONSULTATION / ASSESSMENT SERVICES. SERVICES ARE PAID FOR BY...

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FEE FOR SERVICES - THIS PROGRAM PROVIDES RESIDENTIAL ASSESSMENTS, COMPUTER AND WORKSITE ASSESSMENTS AND AMERICANS WITH DISABILITIES ACT CONSULTATION / ASSESSMENT SERVICES. SERVICES ARE PAID FOR BY THIRD PARTY CONTRACTORS AND / OR ORGANIZATIONS ASSISTING THE INDIVIDUAL AND BUSINESSES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $613,950
Program Service Revenue $1,301,561
Investment Income $-24,489
Other Revenue $5,339
TOTAL REVENUE $1,896,361

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,832,093
Fundraising Expenses $31,934
Program Expenses $1,943,930
Other Expenses $397,523
TOTAL EXPENSES $2,229,616

Year-over-Year Comparison

2024 2023 Change
Revenue $1,896,361 $2,110,027 -0.1%
Expenses $2,229,616 $2,266,560 0.0%
Net Income $-333,255 $-156,533 +1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
75
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SCOTT ANDERSON PRESIDENT N/A
Director
$0 $0 $0
CONNIE GREENWALD VICE-PRESIDE N/A
Officer Director
$0 $0 $0
JACOB RUATTI TREASURER N/A
Officer Director
$0 $0 $0
LYNN SMITS SECRETARY N/A
Director
$0 $0 $0
CHRISTY COENEN DIRECTOR N/A
Officer Director
$0 $0 $0
SHERRILL REVOLINSKI DIRECTOR N/A
Officer Director
$0 $0 $0
STEVE BONEY DIRECTOR N/A
Director
$0 $0 $0
KEITH PAMPERIN DIRECTOR N/A
Director
$0 $0 $0
ERIC STREAM DIRECTOR N/A
Director
$0 $0 $0
JONATHAN KENT DIRECTOR N/A
Director
$0 $0 $0
BARBARA FREEMAN DIRECTOR N/A
Director
$0 $0 $0
JOSH THEIS EXECUTIVE DI N/A
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,896,361 $2,229,616 $4,529,628 $-333,255
2024 $2,110,027 $2,266,560 $4,565,183 $-156,533
2023 $2,284,789 $2,178,167 $4,472,842 $106,622
2022 $1,901,572 $1,971,837 $4,218,269 $-70,265
2021 $1,862,418 $1,892,023 $4,752,491 $-29,605
2020 $1,665,052 $1,798,342 $4,561,753 $-133,290
2019 $1,823,233 $1,681,171 $4,533,815 $142,062
2018 $1,729,464 $1,659,229 $4,389,263 $70,235
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