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Nonprofiteer
← INDEPENDENT GROUP HOME LIVING PROGRAM INC

Form 990 for tax year 2022

Filed by INDEPENDENT GROUP HOME LIVING PROGRAM INC.

Totals

Total revenue
$105,636,058
Total expenses
$99,413,492
Contributions and grants received
$25,324,920
Grants paid
$63,625
Program service revenue
$80,211,746
Investment income
$285,299
Other revenue
-$185,907
Total assets, end of year
$86,159,310
Total liabilities, end of year
$53,562,155
Net assets or fund balances, end of year
$32,597,155
Program services expenses (Part IX)
$90,625,735
Management and general expenses
$8,787,757
Fundraising expenses
$0
Program service expenses (Part III)
$90,625,735

Program services were 91.2% 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.

  • 1d · Related organizations

    $42,445

  • 1e · Government grants (contributions)

    $23,885,299

  • 1f · All other contributions, gifts and grants

    $1,397,176

  • 1g · Noncash contributions included above

    $489,000

  • 2a · Program service revenue: RESIDENTIAL PROGRAM - IRA

    total $47,300,979 · related or exempt $47,300,979

  • 2b · Program service revenue: RESIDENTIAL PROGRAM - ICF

    total $19,014,911 · related or exempt $19,014,911

  • 2c · Program service revenue: DAY HABILITATION

    total $13,895,856 · related or exempt $13,895,856

  • 3 · Investment income

    total $289,569 · excluded $289,569

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $217,841

  • 6b · Less rental expenses

    real property $85,102

  • 6c · Rental income or loss

    real property $132,739 · personal property $0

  • 6d · Net rental income or loss

    total $132,739 · excluded $132,739

  • 7a · Gross sales of assets other than inventory

    other assets $66,243

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

    other assets $70,513

  • 7c · Gain or loss

    other assets -$4,270

  • 7d · Net gain or loss

    total -$4,270 · excluded -$4,270

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $539,118

  • 10b · Cost of goods sold

    $1,041,974

  • 10c · Net income from sales of inventory

    total -$502,856 · excluded -$502,856

  • 11a · Other revenue: FUEL TAX REFUND

    total $65,641 · excluded $65,641

  • 11b · Other revenue: PRIVATE PAY CLIENTELE

    total $22,541 · related or exempt $22,541

  • 11c · Other revenue: SOLAR PANEL AMORTIZATION

    total $56,702 · excluded $56,702

  • 11d · All other revenue

    total $39,326 · related or exempt $10,830 · excluded $28,496

  • 11e · Other revenue, total

    $184,210

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $62,625 · program services $62,625

  • 2 · Grants to domestic individuals

    total $1,000 · program services $1,000

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $2,130,399 · program services $2,018,020 · management and general $112,379

  • 6 · Compensation of disqualified persons

    total $577,360 · program services $547,936 · management and general $29,424

  • 7 · Other salaries and wages

    total $58,658,818 · program services $55,669,361 · management and general $2,989,457

  • 8 · Pension plan contributions

    total $903,512 · program services $841,906 · management and general $61,606

  • 9 · Other employee benefits

    total $8,404,981 · program services $7,831,889 · management and general $573,092

  • 10 · Payroll taxes

    total $6,600,132 · program services $6,150,104 · management and general $450,028

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $435,495 · management and general $435,495

  • 11c · Fees: accounting

    total $124,542 · management and general $124,542

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $2,887,698 · program services $1,848,798 · management and general $1,038,900

  • 12 · Advertising and promotion

    total $100,015 · program services $59,369 · management and general $40,646

  • 13 · Office expenses

    total $1,534,382 · program services $1,028,052 · management and general $506,330

  • 14 · Information technology

    total $321,828 · program services $173,409 · management and general $148,419

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $2,582,159 · program services $2,162,577 · management and general $419,582

  • 17 · Travel

    total $1,054,723 · program services $930,274 · management and general $124,449

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $137,792 · program services $91,449 · management and general $46,343

  • 20 · Interest

    total $1,237,385 · program services $586,520 · management and general $650,865

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $3,002,848 · program services $2,543,958 · management and general $458,890

  • 23 · Insurance

    total $835,200 · program services $696,774 · management and general $138,426

  • 24a · Other expenses: FOOD, HOUSEHOLD & LAUNDRY

    total $3,364,954 · program services $3,325,197 · management and general $39,757 · fundraising $0

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $2,770,333 · program services $2,424,264 · management and general $346,069

  • 24c · Other expenses: NYS RECOUPMENT TAX

    total $904,564 · program services $904,564

  • 24d · Other expenses: MEDICAL & THERAPEUTIC SUPPL.

    total $580,587 · program services $571,528 · management and general $9,059

  • 24e · All other expenses

    total $200,160 · program services $156,161 · management and general $43,999

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $17,514,607 · end of year $1,678,343

  • 2 · Savings and temporary cash investments

    beginning of year $534,019 · end of year $1,829,238

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $10,024,927 · end of year $12,277,715

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $299,913 · end of year $421,816

  • 9 · Prepaid expenses and deferred charges

    beginning of year $908,767 · end of year $1,561,326

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

    $106,519,867

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

    $58,840,330

  • 10c · Land, buildings and equipment, net

    beginning of year $46,918,086 · end of year $47,679,537

  • 11 · Investments: publicly traded securities

    beginning of year $4,851,234 · end of year $7,959,050

  • 12 · Investments: other securities

    beginning of year $85,009 · end of year $392,520

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $5,341,958 · end of year $12,359,765

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,850,124 · end of year $13,493,821

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,289,635 · end of year $1,898,577

  • 20 · Tax-exempt bond liabilities

    beginning of year $15,527,878 · end of year $14,699,076

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $16,569,458 · end of year $17,146,858

  • 24 · Unsecured notes and loans payable

    beginning of year $10,000,000 · end of year $0

  • 25 · Other liabilities

    beginning of year $4,740,884 · end of year $6,323,823

  • 27 · Net assets without donor restrictions

    beginning of year $24,957,112 · end of year $31,242,535

  • 28 · Net assets with donor restrictions

    beginning of year $543,429 · end of year $1,354,620

Mission and programs · 2022

Mission

THE MISSION OF IGHL IS: - TO PROVIDE PROGRAMS, SERVICES AND SUPPORT FOR PEOPLE WITH INTELLECTUAL DISABILITIES SO THEY CAN REALIZE THEIR FULL POTENTIAL AS HUMAN BEINGS AND CONTRIBUTING MEMBERS OF THEIR COMMUNITY. - IN CONCERT WITH THE STATE OF NEW YORK, COMMUNITY LEADERS AND THE FAMILIES OF THOSE WE SERVE, CONTINUE TO DEVELOP INNOVATIVE AND ACCOMMODATING PROGRAMS, SERVICES AND SUPPORTS TO PROMOTE THE PERSONAL GROWTH OF THE PEOPLE WE SERVE. - TO SEEK PROGRESSIVE LEGISLATION AND SUFFICIENT FUNDING IN ORDER TO PROVIDE THE HIGHEST QUALITY OF CARE, AND IN TURN TO PROTECT THE RIGHT OF OUR CONSTITUENTS AND THEIR FAMILIES TO ACCESS APPROPRIATE CARE. - TO FOCUS ON ITS POSITION AS A LEADER IN THE FIELD DEVELOP STRATEGIES TO HAVE A POSITIVE INFLUENCE ON THE FUTURE OF SERVICES FOR PEOPLE WITH INTELLECTUAL DISABILITIES.

Activities or mission (Part I)

PROVIDE PROGRAMS, SERVICES & SUPPORT FOR PEOPLE WITH INTELLECTUAL DISABILITIES SO THEY CAN REALIZE THEIR FULL POTENTIAL AS HUMAN BEINGS AND CONTRIBUTING MEMBERS OF THEIR COMMUNITY.

  • RESIDENTIAL PROGRAMS - IRA COMMUNITY BASED RESIDENCES ARE NEIGHBORHOOD HOMES THAT ALLOW PEOPLE WITH DEVELOPMENTAL DISABILITIES TO EXPERIENCE THE SECURITY AND COMFORT OF A HOMELIKE ENVIRONMENT, WHILE RECEIVING THE SPECIALIZED CARE THEY REQUIRE. EACH RESIDENCE IS HOME TO BETWEEN 3 AND 12 MEN AND WOMEN AND A STAFF OF TRAINED PROFESSIONALS. IT IS THE COMMON GOAL OF EACH HOME TO INCORPORATE CHORES AND SKILLS NECESSARY FOR INDEPENDENT LIVING INTO THE DAILY LIVES OF EACH PERSON. RESPONSIBILITY, SELF DISCIPLINE AND COOPERATION ARE STRESSED AT THE HOMES. EACH PERSON IS URGED TO CONTRIBUTE TO THE COMPLETION OF DAY-TO-DAY HOUSEHOLD CHORES, WORKING ALONGSIDE THEIR HOUSEMATES AND MEMBERS OF THE STAFF. SELF-ESTEEM IS FURTHER DEVELOPED AS EVERY RESIDENT IS ENCOURAGED TO CARE FOR HIS OR HER OWN GROOMING AND HOUSEHOLD CHORES. IN SPECIALLY CONSTRUCTED HOMES FOR NONAMBULATORY INDIVIDUALS, EVERY FEATURE IS DESIGNED TO PROVIDE MAXIMUM MOBILITY AND SAFETY. DESIGNED TO EXCEED STRICT FEDERAL GUIDELINES, THESE HOMES ARE UNIQUE STRUCTURES FOR PEOPLE WITH UNIQUE CHALLENGES. MANY PEOPLE REQUIRE SPECIAL CARE AND THE IGHL STAFF IS ESPECIALLY CONCERNED THAT THEIR NEEDS - BOTH PHYSICAL AND EMOTIONAL - ARE MET. THE AMBITIOUS GOALS OF IGHL'S RESIDENTIAL PROGRAMS ARE TO ENCOURAGE GROWTH TOWARD LIVING MORE INDEPENDENT LIVES WHILE PROVIDING A GENUINE SENSE OF BELONGING; AND, MOST IMPORTANTLY, TO CONTINUALLY NURTURE EACH PERSON'S PHYSICAL, PSYCHOLOGICAL AND EMOTIONAL GROWTH.

    Expenses $53,416,714 · Revenue $47,300,979

  • RESIDENTIAL PROGRAMS - ICF IGHL'S ICF PROGRAMS ARE DESIGNED TO ACCOMMODATE THE NEEDS OF DEVELOPMENTALLY DISABLED ADULTS IN A "BARRIER-FREE" SETTING. IN SPECIALLY CONSTRUCTED HOMES FOR NON-AMBULATORY INDIVIDUALS, EVERY FEATURE IS DESIGNED TO PROVIDE MAXIMUM MOBILITY AND SAFETY FOR THE SEVERELY HANDICAPPED. DESIGNED TO MEET STRICT FEDERAL GUIDELINES, THESE HOMES ARE UNIQUE STRUCTURES FOR PEOPLE WITH UNIQUE CHALLENGES. THROUGH AN INTERDISCIPLINARY TEAM PROCESS, EACH PERSON'S NEEDS ARE CAREFULLY ASSESSED AND AN INDIVIDUAL PLAN IS DEVELOPED TO MEET THEIR NEEDS. THE GOAL OF EACH RESIDENTIAL PROGRAM IS TO ENCOURAGE GROWTH TOWARD LIVING MORE INDEPENDENT LIVES, WHILE PROVIDING A GENUINE SENSE OF BELONGING AND, MOST IMPORTANTLY, TO NURTURE EACH INDIVIDUALS PHYSICAL, PSYCHOLOGICAL AND EMOTIONAL GROWTH. IGHL STAFF, INCLUDING DIRECT CARE, RECREATIONAL SPECIALISTS AND MANAGEMENT STAFF, ARE SPECIALLY TRAINED TO PROVIDE SUPPORT IN THE AREAS OF ACTIVITIES OF DAILY LIVING AND INDEPENDENT LIVING SKILLS. CLINICAL AND NURSING STAFF PROVIDE SITE-SPECIFIC TRAINING AND SUPPORT FOR DIRECT CARE AND MANAGEMENT STAFF.

    Expenses $21,080,451 · Revenue $19,014,911

  • DAY HABILITATION IGHL'S DAY HABILITATION PROGRAM SERVICES ARE DELIVERED IN A NONRESIDENTIAL SETTING AT ONE OF OUR NUMEROUS DAY HABILITATION CENTERS. BASED ON THE CONSUMER'S SKILLS AND INTERESTS, SUCH SERVICES PROVIDE INSTRUCTION IN SELF-HELP, SOCIALIZATION, ADAPTIVE SKILLS AND DEVELOPMENT OF MANUAL AND PERCEPTUAL MOTOR SKILLS. TRAINING AREAS INCLUDE MOBILITY TRAINING, APPROPRIATE SOCIAL BEHAVIORS, COMMUNICATION SKILLS, BASIC SAFETY SKILLS, HOUSEKEEPING, PERSONAL/HEALTH CARE, AND MONEY MANAGEMENT WITH AN EMPHASIS ON COMMUNITY INCLUSION. IN EACH OF IGHL'S DAY HABILITATION PROGRAMS, PARTICIPANTS ARE ENCOURAGED TO DEVELOP AUTONOMY AND SELF-SUFFICIENCY, ESTABLISH RELATIONSHIPS WITH PEOPLE OTHER THAN SERVICE PROVIDERS, MAKE A POSITIVE CONTRIBUTION TO SOCIETY, BENEFIT FROM SERVICES WITHOUT SEGREGATION AND CHOOSE WHERE TO LIVE, WORK AND RECREATE THROUGH AN INDIVIDUALIZED SERVICE PLAN.

    Expenses $12,418,802 · Revenue $13,895,856

  • TRANSPORTATION

    Expenses $3,133,772

  • OTHER PROGRAM RELATED

    Expenses $526,850 · Grants $63,625 · Revenue $33,371

  • FAMILY SUPPORT GRANTS

    Expenses $49,146

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Walter Stockton

    CEO & PRESIDENT

    Total calculated
    $719,170
    From this org
    $670,096
    From related orgs
    $0
    Other
    $49,074
    Hours/week
    13.29 + 26.71 related

    Schedule J breakdown matched by us

    Base
    $582,243
    Bonus
    $21,625
    Other
    $66,228
    Deferred
    $27,011
    Nontaxable benefits
    $22,063
    Filer's total
    $719,170

  • Mary Beth Lichtneger

    CFO/coo

    Total calculated
    $537,224
    From this org
    $481,867
    From related orgs
    $0
    Other
    $55,357
    Hours/week
    13.29 + 26.71 related

    Schedule J breakdown matched by us

    Base
    $408,245
    Bonus
    $16,023
    Other
    $57,599
    Deferred
    $27,086
    Nontaxable benefits
    $28,271
    Filer's total
    $537,224

  • Lisabeth Meyer Fertal

    Executive Director

    Total calculated
    $460,943
    From this org
    $398,721
    From related orgs
    $20,194
    Other
    $42,028
    Hours/week
    28.8 + 11.2 related

    Schedule J breakdown matched by us

    Base
    $346,154 + $16,742 related
    Bonus
    $17,077 + $3,074 related
    Other
    $35,490 + $378 related
    Deferred
    $27,724
    Nontaxable benefits
    $14,301 + $3 related
    Filer's total
    $440,746 + $20,197 related

  • Frank Lombardi

    CLO

    Total calculated
    $433,259
    From this org
    $358,695
    From related orgs
    $0
    Other
    $74,564
    Hours/week
    13.65 + 26.35 related

    Schedule J breakdown matched by us

    Base
    $280,523
    Bonus
    $13,426
    Other
    $64,746
    Deferred
    $27,106
    Nontaxable benefits
    $47,458
    Filer's total
    $433,259

  • Linda Gangi

    SR DIRECTOR OF PROGRAMS

    Total calculated
    $304,362
    From this org
    $247,213
    From related orgs
    $0
    Other
    $57,149
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,154
    Bonus
    $34,894
    Other
    $31,165
    Deferred
    $13,099
    Nontaxable benefits
    $44,050
    Filer's total
    $304,362

  • Joyce McClees

    DIRECTOR OF RESIDENTIAL SVCS

    Total calculated
    $232,837
    From this org
    $208,005
    From related orgs
    $0
    Other
    $24,832
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,524
    Bonus
    $60,005
    Other
    $17,476
    Deferred
    $4,895
    Nontaxable benefits
    $19,937
    Filer's total
    $232,837

  • Joseph Cantelmo

    Sr Director of IT

    Total calculated
    $231,426
    From this org
    $212,170
    From related orgs
    $0
    Other
    $19,256
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,759
    Bonus
    $21,258
    Other
    $18,153
    Deferred
    $10,092
    Nontaxable benefits
    $9,164
    Filer's total
    $231,426

  • Danielle Digiantomasso

    Residence Mananger/LPN

    Total calculated
    $230,833
    From this org
    $193,977
    From related orgs
    $0
    Other
    $36,856
    Hours/week
    62.58

    Schedule J breakdown matched by us

    Base
    $79,823
    Bonus
    $764
    Other
    $113,390
    Deferred
    $998
    Nontaxable benefits
    $35,858
    Filer's total
    $230,833

  • Maureen Vasquez

    sr. DIRECTOR OF FINANCE

    Total calculated
    $229,178
    From this org
    $211,014
    From related orgs
    $0
    Other
    $18,164
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,176
    Bonus
    $21,456
    Other
    $18,382
    Deferred
    $10,142
    Nontaxable benefits
    $8,022
    Filer's total
    $229,178

  • William Herrick

    Former Sr. Dir. Of qual ass.

    Total calculated
    $198,106
    From this org
    $198,106
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $198,106
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $198,106

  • Honorable Paul Pontieri

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25 + 4 related

  • Chris McCann

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

  • Dr Joseph Morris

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25 + 4 related

  • Brian Boyle

    TREASURER

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

  • John Aicher Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

  • William Archer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

  • Gary Bencivenga

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

  • Thomas Cullen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 3 related

  • John Fallon

    TRUSTEE THRU 10/6/22

    Total calculated
    $0
    Hours/week
    0.25 + 3 related

  • Leonard Feinstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

  • Rena Ferguson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

  • Joshua D Gleiber

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

  • Stuart Gleiber

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

  • Nella Hahn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 3 related

  • Leah-Michelle Jefferson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

  • Thomas Killeen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

  • Michele M Knapp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

  • Donna Loduca

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

  • James Martinsen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

  • Dr Fredic Weinbaum

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

  • Jay I Zuckerman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.5 related

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

Itemized on Schedule J with no Part VII listing of the same name on this return:

  • ANGELA SYRETT thru 81222

    SR DIRECTOR OF HUMAN RESOURCE

    Schedule J breakdown

    Base
    $119,292
    Bonus
    $13,229
    Other
    $26,338
    Deferred
    $1,461
    Nontaxable benefits
    $14,276
    Filer's total
    $174,596

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3:
IGHL ESTABLISHES THE COMPENSATION OF THE OFFICERS REPORTED ON THIS 990 UTILIZING THE FOLLOWING: INDEPENDENT COMPENSATION CONSULTANTS, FORM 990 TAX RETURNS OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS OR STUDY, AND APPROVAL BY THE BOARD OF DIRECTORS. IGHL HAS WRITTEN EMPLOYMENT AGREEMENTS IN PLACE FOR ALL OFFICERS REPORTED, WHICH OUTLINE COMPENSATION INCLUDING ALL FORMS OF WAGES AND FRINGE BENEFITS. IGHL USES AN OUTSIDE INDEPENDENT ACCOUNTING CONSULTANT FIRM WITH EXPERTISE IN THE NOT-FOR-PROFIT INDUSTRY TO PERFORM COMPENSATION ANALYSES OF THE EXECUTIVE POSITIONS. THE COMPENSATION ANALYSES INCLUDE COMPENSATION SURVEYS OF COMPARABLE POSITIONS BASED UPON THE COMPENSATION AND FRINGE BENEFITS REPORTED ON THE 990 TAX RETURNS FOR COMPARABLE AGENCIES IN THE INDUSTRY. IGHL LAST HAD A STUDY COMPLETED IN 2022. THE RESULTS OF THE COMPENSATION ANALYSES ARE PRESENTED TO THE BOARD OF DIRECTORS, WHO REVIEW THE ANALYSES TO DETERMINE APPROPRIATE COMPENSATION LEVELS AND ENSURE COMPLIANCE WITH THE DUE DILIGENCE GUIDELINES AS OUTLINED IN IRC 4958. THE BASIS FOR ITS DETERMINATION AND ALL DECISIONS MADE ARE CONTEMPORANEOUSLY DOCUMENTED IN MEETING MINUTES.
SCHEDULE J, PART I, LINE 4a:
William Herrick, senior DIRECTOR OF QA THRU June 2021, RECEIVED SEVERANCE PAYMENTS TOTALING $60,210 FOR CALENDAR YEAR 2022 AND IS REPORTED ON PART II, COLUMN B(III).
SCHEDULE J, PART I, LINE 7:
THE INDEPENDENT GROUP HOME LIVING PROGRAM HAS AN EMPLOYEE BONUS PLAN IN PLACE FOR ALL EMPLOYEES OF THE ORGANIZATION, INCLUSIVE OF THE EXECUTIVES. BONUSES ARE NOT GUARANTEED AND ARE ONLY AWARDED IF THE ORGANIZATION MEETS CERTAIN ECONIMIC GOALS DURING THE YEAR. THE PLAN ESTABLISHES A SCALE THAT RANGES FROM 0% TO 5% THAT APPLIES TO ALL IGHL EMPLOYEES; DEPENDING ON AN INDIVIDUAL'S PERFORMANCE APPRAISAL DURING THE YEAR. ALL BONUSES ARE APPROVED BY THE BOARD OF DIRECTORS AND CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD MINUTES. EXECUTIVE BONUSES ARE BASED ON PERFORMANCE EVALUATIONS AND DO NOT EXCEED 5%. NO INDIVIDUAL RECEIVING A BONUS HAD ANY INPUT IN THE DECISION-MAKING PROCESS ON HIS OR HER OWN BONUS. IN 2022, IGHL ISSUED BOARD APPROVED BONUSES TO ALL ELIGIBLE EMPLOYEES, INCLUDING EXECUTIVES.

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

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
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202333189349312473

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