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Nonprofiteer
← TOWARD INDEPENDENCE INC

Form 990 for tax year 2024

Filed by TOWARD INDEPENDENCE INC.

Totals

Total revenue
$20,872,734
Total expenses
$19,639,449
Contributions and grants received
$252,683
Grants paid
$0
Program service revenue
$20,223,941
Investment income
$281,785
Other revenue
$114,325
Total assets, end of year
$18,269,873
Total liabilities, end of year
$2,218,673
Net assets or fund balances, end of year
$16,051,200
Program services expenses (Part IX)
$16,655,877
Management and general expenses
$2,968,469
Fundraising expenses
$15,103
Program service expenses (Part III)
$16,655,877

Program services were 84.8% 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.

  • 1c · Fundraising events

    $19,112

  • 1f · All other contributions, gifts and grants

    $233,571

  • 2a · Program service revenue: PROGRAM SERVICE REVENUE

    total $20,223,941 · related or exempt $20,223,941

  • 3 · Investment income

    total $398,579 · excluded $398,579

  • 7a · Gross sales of assets other than inventory

    securities $5,698,090 · other assets $46,540

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

    securities $5,861,424 · other assets $0

  • 7c · Gain or loss

    securities -$163,334 · other assets $46,540

  • 7d · Net gain or loss

    total -$116,794 · related or exempt -$116,794

  • 8a · Fundraising events: gross income

    $31,635

  • 8a · Fundraising events: contributions included on line 1c

    $19,112

  • 8b · Fundraising events: direct expenses

    $33,121

  • 8c · Net income from fundraising events

    total -$1,486 · excluded -$1,486

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $52,524 · related or exempt $52,524

  • 11b · Other revenue: WORKER'S COMP REFUND

    total $40,354 · related or exempt $40,354

  • 11c · Other revenue: DEBT FORGIVENESS

    total $22,933 · related or exempt $22,933

  • 11e · Other revenue, total

    $115,811

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $265,727 · management and general $265,727

  • 7 · Other salaries and wages

    total $13,248,835 · program services $12,272,123 · management and general $976,712

  • 9 · Other employee benefits

    total $1,115,125 · program services $837,556 · management and general $277,569

  • 10 · Payroll taxes

    total $1,218,281 · program services $1,121,856 · management and general $96,425

  • 11b · Fees: legal

    total $1,943 · management and general $1,943

  • 11c · Fees: accounting

    total $179,801 · program services $16,000 · management and general $163,801

  • 11f · Fees: investment management

    total $42,615 · management and general $42,615

  • 11g · Fees: other

    total $701,445 · program services $447,196 · management and general $254,249

  • 12 · Advertising and promotion

    total $53,741 · program services $2,326 · management and general $51,415

  • 13 · Office expenses

    total $67,448 · program services $13,393 · management and general $53,669 · fundraising $386

  • 16 · Occupancy

    total $485,610 · program services $388,278 · management and general $97,332

  • 17 · Travel

    total $212,927 · program services $152,580 · management and general $60,347

  • 20 · Interest

    total $28,411 · program services $8,903 · management and general $19,508

  • 22 · Depreciation, depletion and amortization

    total $473,568 · program services $256,742 · management and general $216,757 · fundraising $69

  • 23 · Insurance

    total $128,309 · management and general $128,309

  • 24a · Other expenses: FOOD

    total $309,999 · program services $305,397 · management and general $4,357 · fundraising $245

  • 24b · Other expenses: ODM BED TAX

    total $257,793 · program services $257,761 · management and general $32

  • 24c · Other expenses: CONSUMER EXPENSES & SUP

    total $186,903 · program services $172,811 · management and general $2,659 · fundraising $11,433

  • 24d · Other expenses: AUTOMOBILE

    total $175,406 · program services $153,977 · management and general $21,429

  • 24e · All other expenses

    total $485,562 · program services $248,978 · management and general $233,614 · fundraising $2,970

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,578,409 · end of year $3,305,418

  • 2 · Savings and temporary cash investments

    beginning of year $156,276 · end of year $141,918

  • 3 · Pledges and grants receivable

    beginning of year $1,484,383 · end of year $2,069,304

  • 9 · Prepaid expenses and deferred charges

    beginning of year $170,895 · end of year $199,791

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

    $10,474,861

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

    $5,069,278

  • 10c · Land, buildings and equipment, net

    beginning of year $4,698,527 · end of year $5,405,583

  • 11 · Investments: publicly traded securities

    beginning of year $6,886,699 · end of year $6,158,862

  • 14 · Intangible assets

    beginning of year $278 · end of year $0

  • 15 · Other assets

    beginning of year $932,355 · end of year $988,997

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,685,922 · end of year $1,694,722

  • 21 · Escrow or custodial account liability

    beginning of year $233,189 · end of year $266,281

  • 23 · Secured mortgages and notes payable

    beginning of year $542,843 · end of year $257,670

  • 27 · Net assets without donor restrictions

    beginning of year $14,410,545 · end of year $15,921,374

  • 28 · Net assets with donor restrictions

    beginning of year $35,323 · end of year $129,826

Mission and programs · 2024

Mission

TO EMPOWER PEOPLE WITH DEVELOPMENTAL DISABILITIES TO EXPERIENCE THE FULLEST LIFE POSSIBLE BY PROVIDING PERSON-CENTERED SUPPORTS WHICH ENABLE THEM TO INTEGRATE INTO A VARIETY OF SETTINGS WITHIN THEIR COMMUNITY

  • WE CURRENTLY SERVE OVER 184 INDIVIDUALS IN DARKE, GREENE, HAMILTON, MIAMI, MONTGOMERY, AND WARREN COUNTIES PROVIDING A FULL RANGE OF SERVICES AND SUPPORT PROGRAMS FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.

    Expenses $16,655,877 · Revenue $20,222,958

As filed on the 2024 return.

Listed in Part VII

  • Dr Shashi Sharma

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Dr Mary Rose Zink

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jan Young

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Kathy Rentz

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Anne Gerard

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sakul Gupta

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Paul Osterfeld

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Adam Webber

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Robert Novak

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Mark Schlater

    CHIEF EXECUTIVE

    Total calculated
    $111,601
    From this org
    $98,003
    From related orgs
    $0
    Other
    $13,598
    Hours/week
    40

  • Joseph Harmon

    CHIEF OPERATIONS OFFICER

    Total calculated
    $154,126
    From this org
    $136,702
    From related orgs
    $0
    Other
    $17,424
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,702
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $17,424
    Filer's total
    $154,126

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

  • 3 · Approval by the board or compensation committee

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

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.

Provenance

Return type
form_990
Tax year
2024
Filed
10 September 2025
IRS schema version
2024v5.2
Source object
202523019349300442

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