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Nonprofiteer
← INDEPENDENT GROUP HOME LIVING PROGRAM INC

Form 990 for tax year 2023

Filed by INDEPENDENT GROUP HOME LIVING PROGRAM INC.

Totals

Total revenue
$86,362,940
Total expenses
$91,370,266
Contributions and grants received
$2,102,840
Grants paid
$31,592
Program service revenue
$84,119,055
Investment income
$160,644
Other revenue
-$19,599
Total assets, end of year
$82,092,833
Total liabilities, end of year
$53,411,507
Net assets or fund balances, end of year
$28,681,326
Program services expenses (Part IX)
$82,015,283
Management and general expenses
$9,354,983
Fundraising expenses
$0
Program service expenses (Part III)
$82,015,283

Program services were 89.8% 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

    $63,403

  • 1e · Government grants (contributions)

    $1,796,127

  • 1f · All other contributions, gifts and grants

    $243,310

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

    total $50,143,552 · related or exempt $50,143,552

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

    total $19,235,361 · related or exempt $19,235,361

  • 2c · Program service revenue: DAY HABILITATION

    total $14,740,142 · related or exempt $14,740,142

  • 3 · Investment income

    total $323,108 · excluded $323,108

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

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $227,461

  • 6b · Less rental expenses

    real property $96,831

  • 6c · Rental income or loss

    real property $130,630 · personal property $0

  • 6d · Net rental income or loss

    total $130,630 · excluded $130,630

  • 7a · Gross sales of assets other than inventory

    securities $4,426,749 · other assets $71,196

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

    securities $4,653,445 · other assets $6,954

  • 7c · Gain or loss

    securities -$226,696 · other assets $64,242

  • 7d · Net gain or loss

    total -$162,464 · excluded -$162,464

  • 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

    $598,473

  • 10b · Cost of goods sold

    $1,006,392

  • 10c · Net income from sales of inventory

    total -$407,919 · excluded -$407,919

  • 11a · Other revenue: FUEL TAX REFUND

    total $84,609 · excluded $84,609

  • 11b · Other revenue: PRIVATE PAY CLIENTELE

    total $810 · related or exempt $810

  • 11c · Other revenue: SOLAR PANEL AMORTIZATION

    total $56,702 · excluded $56,702

  • 11d · All other revenue

    total $115,569 · related or exempt $14,210 · excluded $101,359

  • 11e · Other revenue, total

    $257,690

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $31,592 · program services $31,592

  • 2 · Grants to domestic individuals

    total $0

  • 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 $1,234,987 · program services $1,147,286 · management and general $87,701 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $174,901 · program services $160,109 · management and general $14,792

  • 7 · Other salaries and wages

    total $52,408,778 · program services $47,976,450 · management and general $4,432,328

  • 8 · Pension plan contributions

    total $599,305 · program services $579,860 · management and general $19,445

  • 9 · Other employee benefits

    total $9,235,728 · program services $8,936,071 · management and general $299,657

  • 10 · Payroll taxes

    total $5,361,126 · program services $5,187,182 · management and general $173,944

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $251,831 · program services $1,150 · management and general $250,681

  • 11c · Fees: accounting

    total $125,242 · management and general $125,242

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $3,101,846 · program services $2,185,844 · management and general $916,002

  • 12 · Advertising and promotion

    total $61,242 · program services $50,387 · management and general $10,855

  • 13 · Office expenses

    total $1,495,225 · program services $1,156,761 · management and general $338,464

  • 14 · Information technology

    total $256,753 · program services $197,192 · management and general $59,561

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $2,293,433 · program services $2,043,453 · management and general $249,980

  • 17 · Travel

    total $1,109,018 · program services $966,503 · management and general $142,515

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $140,685 · program services $88,616 · management and general $52,069

  • 20 · Interest

    total $1,384,141 · program services $564,392 · management and general $819,749

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $2,835,008 · program services $2,451,853 · management and general $383,155

  • 23 · Insurance

    total $915,696 · program services $741,026 · management and general $174,670

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

    total $3,567,883 · program services $3,544,993 · management and general $22,890

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $2,593,137 · program services $2,316,294 · management and general $276,843

  • 24c · Other expenses: NYS RECOUPMENT TAX

    total $1,007,985 · program services $1,007,985

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

    total $417,389 · program services $414,410 · management and general $2,979

  • 24e · All other expenses

    total $767,335 · program services $265,874 · management and general $501,461

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,678,343 · end of year $2,371,532

  • 2 · Savings and temporary cash investments

    beginning of year $1,829,238 · end of year $1,289,652

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $12,277,715 · end of year $9,429,549

  • 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 $421,816 · end of year $349,712

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,561,326 · end of year $479,079

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

    $107,857,780

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

    $61,456,513

  • 10c · Land, buildings and equipment, net

    beginning of year $47,679,537 · end of year $46,401,267

  • 11 · Investments: publicly traded securities

    beginning of year $7,959,050 · end of year $10,343,550

  • 12 · Investments: other securities

    beginning of year $392,520 · end of year $142,422

  • 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 $12,359,765 · end of year $11,286,070

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,493,821 · end of year $11,047,539

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,898,577 · end of year $1,202,074

  • 20 · Tax-exempt bond liabilities

    beginning of year $14,699,076 · end of year $13,594,203

  • 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 $17,146,858 · end of year $21,199,714

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $6,323,823 · end of year $6,367,977

  • 27 · Net assets without donor restrictions

    beginning of year $31,242,535 · end of year $28,269,122

  • 28 · Net assets with donor restrictions

    beginning of year $1,354,620 · end of year $412,204

Mission and programs · 2023

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 $47,492,202 · Revenue $50,143,552

  • 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 $18,600,095 · Revenue $19,235,361

  • 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 $11,524,302 · Revenue $14,740,142

  • TRANSPORTATION

    Expenses $3,784,834

  • OTHER PROGRAM RELATED

    Expenses $560,048 · Grants $31,592 · Revenue $15,020

  • FAMILY SUPPORT GRANTS

    Expenses $53,802

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Walter Stockton

    CEO & PRESIDENT

    Total calculated
    $780,164
    From this org
    $0
    From related orgs
    $704,027
    Other
    $76,137
    Hours/week
    8.99 + 31.01 related

    Schedule J breakdown matched by us

    Base
    $0 + $613,450 related
    Bonus
    $0 + $20,996 related
    Other
    $0 + $69,581 related
    Deferred
    $0 + $30,827 related
    Nontaxable benefits
    $0 + $45,310 related
    Filer's total
    $0 + $780,164 related

  • Mary Beth Lichtneger

    CFO

    Total calculated
    $527,588
    From this org
    $0
    From related orgs
    $466,531
    Other
    $61,057
    Hours/week
    8.99 + 31.01 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,096 related
    Bonus
    $0 + $15,596 related
    Other
    $0 + $50,839 related
    Deferred
    $0 + $31,070 related
    Nontaxable benefits
    $0 + $29,987 related
    Filer's total
    $0 + $527,588 related

  • Lisabeth Meyer Fertal

    EXECUTIVE DIRECTOR

    Total calculated
    $496,644
    From this org
    $0
    From related orgs
    $449,868
    Other
    $46,776
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,615 related
    Bonus
    $0 + $16,684 related
    Other
    $0 + $38,569 related
    Deferred
    $0 + $31,071 related
    Nontaxable benefits
    $0 + $15,705 related
    Filer's total
    $0 + $496,644 related

  • Robert Policastro

    Executive Director

    Total calculated
    $422,491
    From this org
    $0
    From related orgs
    $327,332
    Other
    $95,159
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,817 related
    Bonus
    $0 + $12,481 related
    Other
    $0 + $79,034 related
    Deferred
    $0 + $58,523 related
    Nontaxable benefits
    $0 + $36,636 related
    Filer's total
    $0 + $422,491 related

  • Frank Lombardi

    Chief Logistics Officer

    Total calculated
    $407,461
    From this org
    $0
    From related orgs
    $362,955
    Other
    $44,506
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,981 related
    Bonus
    $0 + $12,804 related
    Other
    $0 + $67,170 related
    Deferred
    $0 + $29,900 related
    Nontaxable benefits
    $0 + $14,606 related
    Filer's total
    $0 + $407,461 related

  • Linda Gangi

    SR DIRECTOR OF PROGRAMS

    Total calculated
    $294,025
    From this org
    $237,455
    From related orgs
    $0
    Other
    $56,570
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,675
    Bonus
    $9,436
    Other
    $32,344
    Deferred
    $10,464
    Nontaxable benefits
    $46,106
    Filer's total
    $294,025

  • Vivan Lee Verzosa

    DIRECTOR OF HR

    Total calculated
    $229,798
    From this org
    $191,061
    From related orgs
    $0
    Other
    $38,737
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $186,514
    Bonus
    $4,547
    Other
    $0
    Deferred
    $2,190
    Nontaxable benefits
    $36,547
    Filer's total
    $229,798

  • Christina Smith

    SR DIRECTOR OF COMPLIANCE

    Total calculated
    $227,634
    From this org
    $200,267
    From related orgs
    $0
    Other
    $27,367
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,537
    Bonus
    $28,434
    Other
    $16,296
    Deferred
    $7,519
    Nontaxable benefits
    $19,848
    Filer's total
    $227,634

  • Remalyn Asusion

    REGISTERED NURSE

    Total calculated
    $225,909
    From this org
    $179,812
    From related orgs
    $0
    Other
    $46,097
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,830
    Bonus
    $32,982
    Other
    $0
    Deferred
    $1,920
    Nontaxable benefits
    $44,177
    Filer's total
    $225,909

  • Devin Schunk

    ASST DIR. OF NURSING MEDICAL

    Total calculated
    $185,461
    From this org
    $167,354
    From related orgs
    $0
    Other
    $18,107
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,986
    Bonus
    $28,423
    Other
    $7,945
    Deferred
    $1,350
    Nontaxable benefits
    $16,757
    Filer's total
    $185,461

  • James Martinsen

    TRUSTEE

    Total calculated
    $2,500
    From this org
    $0
    From related orgs
    $0
    Other
    $2,500
    Hours/week
    0.25 + 2.5 related

  • Honorable Paul Pontieri

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • Chris McCann

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • Dr Joseph Morris

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • Brian Boyle

    TREASURER

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • John Aicher Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • William Archer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • Gary Bencivenga

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • Thomas Cullen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.75 related

  • Leonard Feinstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • Rena Ferguson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 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

  • 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

Answered yes

  • 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 DOES NOT COMPENSATE THE ORGANIZATION'S CEO, WALTER STOCKTON. KINEXION, INC., AN AFFILIATE OF THE REPORTING ORGANIZATION, PAID COMPENSATION TO THE CEO. KINEXION, INC. HAS ESTABLISHED HIS COMPENSATION USING: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 TAX RETURNS OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS OR STUDY, AND APPROVAL BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE. KINEXION, INC. HAS WRITTEN EMPLOYMENT AGREEMENTS IN PLACE FOR HIM, WHICH OUTLINES COMPENSATION INCLUDING ALL FORMS OF WAGES AND FRINGE BENEFITS. KINEXION, INC. 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 ANALYSIS INCLUDES COMPENSATION SURVEYS OF COMPARABLE POSITIONS BASED UPON THE COMPENSATION AND FRINGE BENEFITS REPORTED ON THE 990 TAX RETURNS FOR COMPARABLE AGENCIES IN THE INDUSTRY. THE RESULTS OF THE COMPENSATION ANALYSIS ARE PRESENTED TO THE BOARD OF DIRECTORS, WHO REVIEW THE ANALYSIS TO DETERMINE APPROPRIATE COMPENSATION LEVELS AND ENSURE COMPLIANCE WITH THE DUE DILIGENCE GUIDELINES AS OUTLINED IN IRC SEC 4958. THE BASIS FOR ITS DETERMINATION AND ALL DECISIONS MADE ARE CONTEMPORANEOUSLY DOCUMENTED IN MEETING MINUTES. THE ORGANIZATION REGULARLY COMMISSIONS AN INDEPENDENT COMPENSATION STUDY; THE LAST SURVEY WAS COMPLETED IN 2023.
SCHEDULE J, PART I, LINE 4A:
JAMES MARTINSEN, TRUSTEE RECEIVED A SEVERANCE PAYMENT OF $2,500 FOR HEALTH INSURANCE COVERAGE AS REPORTED ON PART VII OF FORM 990, SECTION A, COLUMN (F).
SCHEDULE J, PART I, LINE 7:
Bonuses were paid based on agency wide year end enhancements and within the approved budget. Bonuses were taxable and reported on the individual's 2023 Form W-2's, and on schedule J, Part II in column B (II).

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Kinexion Medical Services PC

    C corp · MEDICAL SERVICES · NY · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Kinexion Inc

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202443209349317864

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