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Nonprofiteer
← INDEPENDENT GROUP HOME LIVING PROGRAM INC

Form 990 for tax year 2024

Filed by INDEPENDENT GROUP HOME LIVING PROGRAM INC.

Totals

Total revenue
$97,720,788
Total expenses
$96,835,739
Contributions and grants received
$2,933,085
Grants paid
$3,084
Program service revenue
$93,089,418
Investment income
$1,048,054
Other revenue
$650,231
Total assets, end of year
$91,311,567
Total liabilities, end of year
$61,275,451
Net assets or fund balances, end of year
$30,036,116
Program services expenses (Part IX)
$86,679,797
Management and general expenses
$10,155,942
Fundraising expenses
$0
Program service expenses (Part III)
$86,679,797

Program services were 89.5% 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

    $116,723

  • 1e · Government grants (contributions)

    $1,714,670

  • 1f · All other contributions, gifts and grants

    $1,101,692

  • 1g · Noncash contributions included above

    $880,000

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

    total $54,026,329 · related or exempt $54,026,329 · unrelated business $0 · excluded $0

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

    total $22,157,041 · related or exempt $22,157,041 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: DAY HABILITATION

    total $16,906,048 · related or exempt $16,906,048 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $329,541 · related or exempt $0 · unrelated business $0 · excluded $329,541

  • 6a · Gross rents

    real property $260,031

  • 6b · Less rental expenses

    real property $162,070

  • 6c · Rental income or loss

    real property $97,961 · personal property $0

  • 6d · Net rental income or loss

    total $97,961 · related or exempt $0 · unrelated business $0 · excluded $97,961

  • 7a · Gross sales of assets other than inventory

    securities $8,152,418 · other assets $106,609

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

    securities $7,454,327 · other assets $86,187

  • 7c · Gain or loss

    securities $698,091 · other assets $20,422

  • 7d · Net gain or loss

    total $718,513 · related or exempt $0 · unrelated business $0 · excluded $718,513

  • 8c · Net income from fundraising events

    total $0

  • 10a · Gross sales of inventory

    $605,887

  • 10b · Cost of goods sold

    $252,550

  • 10c · Net income from sales of inventory

    total $353,337 · related or exempt $0 · unrelated business $0 · excluded $353,337

  • 11a · Other revenue: OTHER INCOME

    total $198,933 · related or exempt $0 · unrelated business $0 · excluded $198,933

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $198,933

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,850 · program services $1,850

  • 2 · Grants to domestic individuals

    total $1,234 · program services $1,234

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $1,162,119 · program services $1,087,093 · management and general $75,026

  • 6 · Compensation of disqualified persons

    total $186,332 · program services $179,208 · management and general $7,124 · fundraising $0

  • 7 · Other salaries and wages

    total $52,050,374 · program services $50,060,252 · management and general $1,990,122 · fundraising $0

  • 8 · Pension plan contributions

    total $762,390 · program services $596,409 · management and general $165,981 · fundraising $0

  • 9 · Other employee benefits

    total $13,055,019 · program services $10,212,796 · management and general $2,842,223 · fundraising $0

  • 10 · Payroll taxes

    total $5,505,369 · program services $4,306,789 · management and general $1,198,580 · fundraising $0

  • 11b · Fees: legal

    total $126,835 · program services $1,800 · management and general $125,035 · fundraising $0

  • 11c · Fees: accounting

    total $122,271 · program services $0 · management and general $122,271 · fundraising $0

  • 11f · Fees: investment management

    total $101,127 · program services $0 · management and general $101,127 · fundraising $0

  • 11g · Fees: other

    total $3,764,542 · program services $3,243,348 · management and general $521,194 · fundraising $0

  • 12 · Advertising and promotion

    total $92,518 · program services $59,815 · management and general $32,703 · fundraising $0

  • 13 · Office expenses

    total $1,279,672 · program services $1,069,929 · management and general $209,743 · fundraising $0

  • 14 · Information technology

    total $253,110 · program services $203,667 · management and general $49,443 · fundraising $0

  • 16 · Occupancy

    total $2,323,248 · program services $2,142,252 · management and general $180,996 · fundraising $0

  • 17 · Travel

    total $1,919,166 · program services $1,673,956 · management and general $245,210 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $101,850 · program services $53,097 · management and general $48,753 · fundraising $0

  • 20 · Interest

    total $1,580,697 · program services $553,231 · management and general $1,027,466 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $2,387,582 · program services $2,217,440 · management and general $170,142 · fundraising $0

  • 23 · Insurance

    total $1,012,876 · program services $823,270 · management and general $189,606 · fundraising $0

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

    total $3,844,234 · program services $3,700,269 · management and general $143,965 · fundraising $0

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $2,713,824 · program services $2,529,061 · management and general $184,763 · fundraising $0

  • 24c · Other expenses: NYS RECOUPMENT TAX

    total $971,793 · program services $971,793 · management and general $0 · fundraising $0

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

    total $581,400 · program services $565,143 · management and general $16,257 · fundraising $0

  • 24e · All other expenses

    total $934,307 · program services $426,095 · management and general $508,212 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,371,532 · end of year $344,554

  • 2 · Savings and temporary cash investments

    beginning of year $1,289,652 · end of year $1,111,842

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $9,429,549 · end of year $19,094,625

  • 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 $349,712 · end of year $33,338

  • 9 · Prepaid expenses and deferred charges

    beginning of year $479,079 · end of year $393,800

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

    $112,307,837

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

    $62,574,651

  • 10c · Land, buildings and equipment, net

    beginning of year $46,401,267 · end of year $49,733,186

  • 11 · Investments: publicly traded securities

    beginning of year $10,343,550 · end of year $9,568,189

  • 12 · Investments: other securities

    beginning of year $142,422

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $11,286,070 · end of year $11,032,033

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,047,539 · end of year $12,274,469

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,202,074 · end of year $1,141,207

  • 20 · Tax-exempt bond liabilities

    beginning of year $13,594,203 · end of year $12,657,832

  • 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 $21,199,714 · end of year $22,319,484

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $6,367,977 · end of year $12,882,459

  • 27 · Net assets without donor restrictions

    beginning of year $28,269,122 · end of year $30,022,057

  • 28 · Net assets with donor restrictions

    beginning of year $412,204 · end of year $14,059

Mission and programs · 2024

Mission

TO PROVIDE LIFETIME SUPPORT AND INNOVATIVE SERVICES FOR PEOPLE LIVING WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.

  • 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 FOCUSED ON ENSURING THAT THEIR PHYSICAL AND EMOTIONAL NEEDS 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 $49,954,685 · Revenue $54,026,329

  • 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. 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 SUPPORT 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 $18,907,860 · Revenue $22,157,041

  • DAY HABILITATION IGHL'S DAY HABILITATION PROGRAM SERVICES ARE DELIVERED AT ONE OF OUR NUMEROUS DAY HABILITATION CENTERS. BASED ON THE INDIVIDUAL'S SKILLS AND INTERESTS, SUCH SERVICES PROVIDE INSTRUCTION IN INDEPENDENT LIVING, 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 MEMORIALIZED IN AN INDIVIDUALIZED SERVICE PLAN.

    Expenses $15,961,878 · Grants $3,084 · Revenue $16,906,048

  • FAMILY SUPPORT GRANTS TO PROVIDE A VARIETY OF COMMUNITY ACTIVITIES DESIGNED TO OFFER SOCIALIZATION AND INTEGRATION IN THE COMMUNITY, AS WELL AS PHYSICAL FITNESS AND EDUCATION. THESE COMMUNITY BASED ACTIVITIES WILL INTEGRATE DISABLED AND NON-DISABLED CONSUMERS. OTHER PROGRAM OTHER PROGRAM RELATED SERVICES CONSIST OF SUPPLYING FOOD, MAINTENANCE, HOUSEHOLD SUPPLIES, MEDICAL SUPPORT, AND IT SUPPORT. OTHER PROGRAM RELATED SERVICES SUPPORT THE DAILY LIVING NEEDS OF THE INDIVIDUALS IN OUR CARE IN THE RESIDENTIAL FACILITIES.

    Expenses $1,855,374

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Brian Boyle

    TREASURER

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Chris McCann

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Dr Joseph Morris

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.2 + 3 related

  • Honorable Paul Pontieri

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.2 + 3 related

  • Donna Loduca

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Dr Fredic Weinbaum

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Gary Bencivenga

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • James Martinsen

    TRUSTEE

    Total calculated
    $2,500
    From this org
    $0
    From related orgs
    $0
    Other
    $2,500
    Hours/week
    0.2 + 1.8 related

  • Jay I Zuckerman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • John Aicher Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Joshua D Gleiber

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Leah-Michelle Jefferson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Leonard Feinstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Michele M Knapp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Nella Hahn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 2.2 related

  • Rena Ferguson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Stuart Gleiber

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Thomas Cullen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 2.2 related

  • Thomas Killeen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • William Archer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Danuta Poniatowski

    CFO AS OF DEC. 2024

    Total calculated
    $315,026
    From this org
    $0
    From related orgs
    $254,426
    Other
    $60,600
    Hours/week
    8.9 + 31.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,520 related
    Bonus
    $0
    Other
    $0 + $25,906 related
    Deferred
    $0 + $11,788 related
    Nontaxable benefits
    $0 + $48,812 related
    Filer's total
    $0 + $315,026 related

  • Mary Beth Lichtneger

    CHIEF OPERATING OFFICER

    Total calculated
    $584,958
    From this org
    $0
    From related orgs
    $505,354
    Other
    $79,604
    Hours/week
    8.9 + 31.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $424,964 related
    Bonus
    $0 + $41,093 related
    Other
    $0 + $39,297 related
    Deferred
    $0 + $31,512 related
    Nontaxable benefits
    $0 + $48,092 related
    Filer's total
    $0 + $584,958 related

  • Walter Stockton

    CEO/PRESIDENT

    Total calculated
    $807,372
    From this org
    $0
    From related orgs
    $709,188
    Other
    $98,184
    Hours/week
    8.9 + 31.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $619,330 related
    Bonus
    $0 + $39,000 related
    Other
    $0 + $50,858 related
    Deferred
    $0 + $31,812 related
    Nontaxable benefits
    $0 + $66,372 related
    Filer's total
    $0 + $807,372 related

  • Lisa Meyer Fertal

    EXECUTIVE DIRECTOR

    Total calculated
    $536,262
    From this org
    $0
    From related orgs
    $471,299
    Other
    $64,963
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $0 + $415,038 related
    Bonus
    $0 + $1,200 related
    Other
    $0 + $55,061 related
    Deferred
    $0 + $31,837 related
    Nontaxable benefits
    $0 + $33,126 related
    Filer's total
    $0 + $536,262 related

  • Robert Policastro

    EXECUTIVE DIRECTOR

    Total calculated
    $405,110
    From this org
    $0
    From related orgs
    $322,076
    Other
    $83,034
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,063 related
    Bonus
    $0
    Other
    $0 + $74,013 related
    Deferred
    $0 + $29,372 related
    Nontaxable benefits
    $0 + $53,662 related
    Filer's total
    $0 + $405,110 related

  • Christina Smith

    SR DIRECTOR OF COMPLIANCE

    Total calculated
    $252,431
    From this org
    $210,788
    From related orgs
    $0
    Other
    $41,643
    Hours/week
    26.4 + 13.6 related

    Schedule J breakdown matched by us

    Base
    $188,398
    Bonus
    $4,140
    Other
    $18,250
    Deferred
    $8,855
    Nontaxable benefits
    $32,788
    Filer's total
    $252,431

  • Crystal Tamboles

    RESIDENTIAL NURSING DIRECTOR

    Total calculated
    $239,831
    From this org
    $191,515
    From related orgs
    $0
    Other
    $48,316
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,260
    Bonus
    $43,679
    Other
    $10,576
    Deferred
    $3,357
    Nontaxable benefits
    $44,959
    Filer's total
    $239,831

  • Joyce McClees

    DIRECTOR OF PROGRAM

    Total calculated
    $202,851
    From this org
    $168,478
    From related orgs
    $0
    Other
    $34,373
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,182
    Bonus
    $11,705
    Other
    $16,591
    Deferred
    $3,429
    Nontaxable benefits
    $30,944
    Filer's total
    $202,851

  • Linda Gangi

    ASSOCIATE EXECUTIVE DIRECTOR

    Total calculated
    $313,433
    From this org
    $243,024
    From related orgs
    $0
    Other
    $70,409
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,253
    Bonus
    $4,000
    Other
    $33,771
    Deferred
    $10,993
    Nontaxable benefits
    $59,416
    Filer's total
    $313,433

  • Vivian Lee Verzosa

    DIRECTOR OF HR

    Total calculated
    $257,699
    From this org
    $195,120
    From related orgs
    $0
    Other
    $62,579
    Hours/week
    34 + 6 related

    Schedule J breakdown matched by us

    Base
    $194,620
    Bonus
    $500
    Other
    $0
    Deferred
    $4,967
    Nontaxable benefits
    $57,612
    Filer's total
    $257,699

  • Frank Lombardi

    FORMER COO

    Total calculated
    $439,673
    From this org
    $0
    From related orgs
    $360,577
    Other
    $79,096
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $297,676 related
    Bonus
    $0 + $554 related
    Other
    $0 + $62,347 related
    Deferred
    $0 + $30,646 related
    Nontaxable benefits
    $0 + $48,450 related
    Filer's total
    $0 + $439,673 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 Arrangement used to establish the top management official's compensation
IGHL DOES NOT COMPENSATE THE ORGANIZATION'S CEO, WALTER STOCKTON. KINEXION, INC., THE SOLE CORPORATE OWNER 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 2024.
Schedule J, Part I, Line 4a Severance or change-of-control payment
JAMES MARTINSEN, TRUSTEE RECEIVED A SEVERANCE PAYMENT OF $2,500.00 FOR HEALTH INSURANCE COVERAGE PAID THROUGH AFFILIATE: EAST END DISABILITY ASSOCIATES, INC.
Schedule J, Part I, Line 7 Non-fixed payments
BONUSES WERE PAID BASED ON AGENCY WIDE YEAR END ENHANCEMENTS AND WITHIN THE APPROVED BUDGET. BONUSES WERE TAXABLE AND REPORTED ON THE INDIVIDUAL'S 2024 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

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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • KINEXION LTC PHARMACY LLC

    N/A · PHARMACY · NY · 0% owned · share of income $0 · share of assets $0

    Directly controlled by KINEXION INC

Related corporations and trusts

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

  • KINEXION MEDICAL SERVICES PC

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

    Directly controlled by KINEXION INC

  • MARYHAVEN SCHOOL

    C Corporation · SCHOOL · NY · 0% owned · share of income $0 · share of assets $0

    Directly controlled by MARYHAVE CTR

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.1
Source object
202533109349300008

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