Skip to content
Nonprofiteer
← INVISION CUSTOMIZED SERVICES

Form 990 for tax year 2023

Filed by INVISION CUSTOMIZED SERVICES.

Totals

Total revenue
$53,817,504
Total expenses
$56,944,898
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$53,790,765
Investment income
$26,739
Other revenue
$0
Total assets, end of year
$20,700,698
Total liabilities, end of year
$11,198,656
Net assets or fund balances, end of year
$9,502,042
Program services expenses (Part IX)
$49,522,454
Management and general expenses
$7,422,444
Fundraising expenses
$0
Program service expenses (Part III)
$49,522,454

Program services were 87.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PROGRAM SERVICES

    total $52,722,381 · related or exempt $52,722,381

  • 2b · Program service revenue: ROOM AND BOARD

    total $1,068,384 · related or exempt $1,068,384

  • 3 · Investment income

    total $382 · excluded $382

  • 7a · Gross sales of assets other than inventory

    other assets $26,357

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    other assets $26,357

  • 7d · Net gain or loss

    total $26,357 · excluded $26,357

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $31,875,889 · program services $31,875,889

  • 8 · Pension plan contributions

    total $862,965 · program services $862,965

  • 9 · Other employee benefits

    total $4,856,464 · program services $4,856,464

  • 10 · Payroll taxes

    total $2,370,457 · program services $2,370,457

  • 11a · Fees: management

    total $7,406,089 · management and general $7,406,089

  • 11b · Fees: legal

    total $16,355 · management and general $16,355

  • 11g · Fees: other

    total $31,549 · program services $31,549

  • 12 · Advertising and promotion

    total $745 · program services $745

  • 13 · Office expenses

    total $538,292 · program services $538,292

  • 16 · Occupancy

    total $5,598,471 · program services $5,598,471

  • 17 · Travel

    total $1,577,486 · program services $1,577,486

  • 19 · Conferences, conventions and meetings

    total $5,425 · program services $5,425

  • 20 · Interest

    total $3,909 · program services $3,909

  • 22 · Depreciation, depletion and amortization

    total $470,058 · program services $470,058

  • 23 · Insurance

    total $413,724 · program services $413,724

  • 24a · Other expenses: MISCELLANEOUS EXPENSE

    total $917,020 · program services $917,020

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,341,842 · end of year $3,745,160

  • 2 · Savings and temporary cash investments

    beginning of year $3,253,055 · end of year $380,841

  • 4 · Accounts receivable

    beginning of year $4,912,023 · end of year $4,148,428

  • 9 · Prepaid expenses and deferred charges

    beginning of year $119,021 · end of year $123,189

  • 10a · Land, buildings and equipment: cost or other basis

    $14,915,396

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,993,153

  • 10c · Land, buildings and equipment, net

    beginning of year $10,579,954 · end of year $10,922,243

  • 15 · Other assets

    beginning of year $2,245,299 · end of year $1,380,837

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,699,533 · end of year $3,365,848

  • 23 · Secured mortgages and notes payable

    beginning of year $5,502,057 · end of year $5,717,544

  • 25 · Other liabilities

    beginning of year $268,301 · end of year $2,115,264

  • 27 · Net assets without donor restrictions

    beginning of year $13,273,147 · end of year $8,779,280

  • 28 · Net assets with donor restrictions

    beginning of year $708,156 · end of year $722,762

Mission and programs · 2023

Mission

TO PASSIONATELY DELIVER AN ARRAY OF PERSON-DRIVEN SERVICES FOR PEOPLE WITH DISABILITIES IN PURSUIT OF THEIR LIFE VISIONS.

Activities or mission (Part I)

SEE SCHEDULE O FOR THE ORGANIZATION'S MISSION STATEMENT.

  • RESIDENTIAL LIVING: AN INTEGRATED RESIDENTIAL AND VOCATIONAL PROGRAM DESIGNED TO PROVIDE CONTINUOUS STAFF SUPPORT THAT IS CUSTOMIZED TO THE UNIQUE NEEDS OF EACH PERSON SERVED. THE INDIVIDUALS SUPPORTED ARE DIRECTLY INVOLVED IN DECIDING WHAT THEY NEED TO ACHIEVE THEIR VISION OF SUCCESS. THIS MEANS THAT PEOPLE WITH DISABILITIES CAN LIVE IN THEIR OWN HOMES AND LEAD MEANINGFUL LIVES.

    Expenses $48,405,789 · Revenue $52,599,239

  • EMPLOYMENT SUPPORTS:DEVELOPED TO PROVIDE HIGHLY CUSTOMIZED SERVICES TO HELP PEOPLE WITH DISABILITIES FIND AND MAINTAIN EMPLOYMENT. BEYOND FINDING A JOB, OUR PROCESS DEVELOPS A RELATIONSHIP WITH EACH INDIVIDUAL, IDENTIFIES WHAT THEY WANT OUT OF A CAREER, CREATES A COMPREHENSIVE CAREER GUIDE, AND SPENDS TIME ON THE WORKSITE TO ENSURE A SMOOTH TRANSITION FOR BOTH THE EMPLOYEE AND EMPLOYER.

    Expenses $371,469 · Revenue $395,418

  • COMMUNITY SUPPORTS:DESIGNED TO PROVIDE COMMUNITY-ORIENTED AND INTEREST-BASED ACTIVITIES, PLUS THERAPEUTIC SKILLS, TO BETTER INTEGRATE THE PEOPLE WE SUPPORT INTO THEIR FAMILIES AND COMMUNITIES. THIS PROGRAM ENHANCES EACH PERSON'S SOCIAL AND DECISION-MAKING SKILLS, CONNECTIONS TO THE COMMUNITIES IN WHICH THEY LIVE, AND A SENSE OF PERSONAL RESPONSIBILITY.

    Expenses $745,196 · Revenue $796,108

As filed on the 2023 return.

Listed in Part VII

  • Ruth Siegfried

    FOUNDER AND PRESIDENT

    Total calculated
    $772,640
    From this org
    $0
    From related orgs
    $474,412
    Other
    $298,228
    Hours/week
    1 + 41.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $474,412 related
    Bonus
    $0
    Other
    $0
    Deferred
    $262,200
    Nontaxable benefits
    $36,028
    Filer's total
    $298,228 + $474,412 related

  • Tom Tevis

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • John Pfab

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Steve Roberts

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brianna Totty

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lisa Grublis

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Raymond Herron

    CHEIF FINANCIAL OFFICER

    Total calculated
    $241,046
    From this org
    $0
    From related orgs
    $240,383
    Other
    $663
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,383 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $663
    Filer's total
    $663 + $240,383 related

  • Kimberly Love

    CEO

    Total calculated
    $488,315
    From this org
    $0
    From related orgs
    $398,983
    Other
    $89,332
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $398,983 related
    Bonus
    $0
    Other
    $0
    Deferred
    $49,859
    Nontaxable benefits
    $39,473
    Filer's total
    $89,332 + $398,983 related

  • Daniel Omune

    TEAM LEADER

    Total calculated
    $173,654
    From this org
    $162,356
    From related orgs
    $0
    Other
    $11,298
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $162,356
    Bonus
    $0
    Other
    $0
    Deferred
    $4,296
    Nontaxable benefits
    $7,002
    Filer's total
    $173,654

  • Brenda Mark

    TEAM LEADER

    Total calculated
    $213,154
    From this org
    $190,740
    From related orgs
    $0
    Other
    $22,414
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $190,740
    Bonus
    $0
    Other
    $0
    Deferred
    $5,677
    Nontaxable benefits
    $16,737
    Filer's total
    $213,154

  • Daniele Tamo

    TEAM LEADER

    Total calculated
    $190,229
    From this org
    $177,704
    From related orgs
    $0
    Other
    $12,525
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $177,704
    Bonus
    $0
    Other
    $0
    Deferred
    $5,256
    Nontaxable benefits
    $7,269
    Filer's total
    $190,229

  • Robert Chalmers

    TEAM LEADER

    Total calculated
    $173,416
    From this org
    $160,877
    From related orgs
    $0
    Other
    $12,539
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $160,877
    Bonus
    $0
    Other
    $0
    Deferred
    $5,270
    Nontaxable benefits
    $7,269
    Filer's total
    $173,416

  • Wilbert Schrader III

    TEAM LEADER

    Total calculated
    $207,425
    From this org
    $185,332
    From related orgs
    $0
    Other
    $22,093
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $185,332
    Bonus
    $0
    Other
    $0
    Deferred
    $4,994
    Nontaxable benefits
    $17,099
    Filer's total
    $207,425

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

FORM 990, SCHEDULE J, LINE 3
THE BOARD OF DIRECTORS OF THE INVISION HUMAN SERVICES, A RELATED ORGANIZATION, REVIEWS AND APPROVES COMPENSATION FOR THE CEO BASED ON RESEARCH AND RECOMMENDATIONS OF THE BOARD'S COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE RESEARCHES SALARY INFORMATION THROUGH A VARIETY OF MEANS UTILIZING SALARY INFORMATION AVAILABLE FOR COMPARABLE NON-PROFIT ORGANIZATIONS, THROUGH AVAILABLE SURVEYS AND STUDIES AND INDEPENDENT COMPENSATION CONSULTANTS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202501329349305695

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.