2016-08-12T11:55:44-05:00 2015-12-31 271728945 PKF O'CONNOR DAVIES LLP 32 FOSTERTOWN RD NEWBURGH NY 12550 990 2015-01-01 222894558 INDEPENDENT LIVING INC INDE 8455651162 5 WASHINGTON TERRACE NEWBURGH NY 12550 DOUGLAS HOVEY EXECUTIVE DIRECTOR 8455651162 2016-08-12 1 GARRETT M HIGGINS P00543209 8455655400 2016-08-10 2015 2016-12-15 16:53:06Z DOUGLAS HOVEY 5 WASHINGTON TERRACE NEWBURGH NY 12550 11972953 0 X WWW.MYINDEPENDENTLIVING.ORG X 1987 NY TO PROVIDE SERVICES TO DISABLED INDIVIDUALS TO HELP THEM LIVE INDEPENDENTLY. 11 11 721 21 505083 -1000 3687814 4027208 11175053 7406969 38257 5352 2228 523780 14903352 11963309 0 0 0 0 13040899 9581332 0 0 7641 1972358 2110334 15013257 11691666 -109905 271643 4095878 4360159 2506465 2504800 1589413 1855359 TO PROVIDE SERVICES TO DISABLED INDIVIDUALS TO ENABLE THEM TO LIVE INDEPENDENTLY. 0 0 7023192 6380236 CONSUMER DIRECTED PERSONAL ASSISTANCE SERVICES - PROVIDED IN COOPERATION WITH THE LOCAL DEPARTMENTS OF SOCIAL SERVICES IN ORANGE, ULSTER, SULLIVAN, AND DUTCHESS COUNTIES, THIS PROGRAM PROVIDES A UNIQUE ALTERNATIVE TO TRADITIONAL ATTENDANT CARE, GIVEN INDIVIDUALS BEING SERVED THE OPPORTUNITY TO TAKE CONTROL OVER THE PERSONAL CARE SERVICES THEY RECEIVE - DECIDING HOW AND WHEN AND BY WHOM THOSE SERVICES ARE PROVIDED. SERVED 312 CONSUMERS FOR 2015. 2018085 MENTAL HEALTH SERVICES - OUR COMMITMENT TO PERSONS WITH PSYCHIATRIC DISABILITIES BEGAN IN 1987 WHEN OUR DOORS FIRST OPENED. TODAY, WE OFFER A WIDE RANGE OF SERVICES MANY OF WHICH ARE PROVIDED BY INDIVIDUALS WHO ARE THEMSELVES EITHER CURRENT OR FORMER SERVICE RECIPIENTS. 870010 38958 ACCES-VR INDEPENDENT LIVING CENTER GRANTS - FUNDING PROVIDED TO PROVIDE CORE DISABILITY & ADVOCACY RELATED SERVICES THAT ARE CRITICALLY IMPORTANT TO FOSTERING MOTIVATION, INDEPENDENCE, SELF-DIRECTION, EMPLOYMENT, SOCIAL INTEGRATION, COMMUNITY PARTICIPATION AND THE ELIMINATION OF ATTITUDINAL, PHYSICAL, AND SYSTEMIC BARRIERS. 865538 987775 865538 987775 10776825 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 40 0 721 1 1 1 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X DOUGLAS HOVEY 8455651162 5 WASHINGTON TERRACE NEWBURGH NY 12550 CHARLES WALWYN III BOARD CHAIR 1.00 X X 0 0 0 ANDY WEYANT VICE CHAIR 1.00 X X 0 0 0 SEAN SOLIVA TREASURER 1.00 X X 0 0 0 CRISS ITTERMANN SECRETARY 1.00 X X 0 0 0 MATTHEW MIGLIACCIO TRUSTEE 1.00 1.00 X 0 0 0 JEFF SCULLEY TRUSTEE 1.00 1.00 X 0 0 0 ELAINE MORGAN TRUSTEE 1.00 X 0 0 0 RORY GAGE TRUSTEE 1.00 X 0 0 0 TRACY PAIGE TRUSTEE 1.00 X 0 0 0 JUDY WOOLEY TRUSTEE 1.00 1.00 X 0 0 0 KARA DORSEY TRUSTEE 1.00 X 0 0 0 ROBERT JUSTUS TRUSTEE (THRU 08/2015) 1.00 X 0 0 0 DOUGLAS HOVEY EXECUTIVE DIRECTOR 39.00 1.00 X 146338 0 20374 REBECCA POTTER DIRECTOR OF FINANCE (THRU 09/2015) 40.00 X 57205 0 9730 EMILY ROBISCH DIRECTOR OF FINANCE (FROM 09/2015) 39.00 1.00 X 21805 0 2466 225348 0 32570 1 0 1 0 PEOPLE INC 126 INNIS AVENUE POUGHKEEPSIE NY 12601 HEALTHCARE SERVICES 141801 MHA OF ROCKLAND COUNTY INC 140 ROUTE 303 SUITE A VALLEY COTTAGE NY 10989 HEALTHCARE SERVICES 107324 2 1502 20488 3904685 100533 4027208 MEDICAID 623990 7285931 7285931 SOCIAL SECURITY INCOME 623990 82080 82080 ORIENTATION INCOME 623990 38958 38958 7406969 1894 1894 4160 702 3458 3458 3458 0 20488 8942 -8942 -8942 MANAGEMENT SERVICES 561000 505083 505083 OTHER INCOME 900099 27639 27639 532722 11963309 7406969 505083 24049 257918 179872 78046 7520099 7133732 386367 103509 99720 3789 798662 753255 45407 901144 844215 56929 6436 2580 3856 35500 14230 21270 701 701 503531 411004 92527 18642 9757 1885 7000 375695 303849 71271 575 18381 16430 1951 599888 565341 34547 115252 108878 6348 26 4018 4018 23312 17527 5785 92351 72634 19717 56014 15136 40878 BAD DEBT 129974 129974 REPAIRS AND MAINTENANCE 67648 41240 26408 STAFF DEVELOPMENT 30174 20616 9518 40 CASH RECEIPTS ASSESSMEN 25174 25174 7643 7643 11691666 10776825 907200 7641 15757 660740 78365 37494 2831280 1575513 274396 278263 1774323 1015114 804410 759209 43898 41893 47772 1007047 4095878 4360159 956642 984138 356427 342131 1193396 1178531 2506465 2504800 X 1266449 1541257 322964 314102 1589413 1855359 4095878 4360159 271643 -5697 0 X X 0 1 X 1 0 X 2477356 3393274 3657433 3687814 4027208 17243085 7996386 9666679 10533967 11175053 7406969 46779054 10473742 13059953 14191400 14862867 11434177 64022139 0 0 0 64022139 10620 1463 2475 2722 1894 19174 10620 1463 2475 2722 1894 19174 33391 10749 10155 13468 27639 95402 10517753 13072165 14204030 14879057 11463710 64136715 0.99820 0.99810 0.00030 0.00030 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2011 AMOUNT: $ 33,391. 2012 AMOUNT: $ 7,349. 2013 AMOUNT: $ 8,455. 2014 AMOUNT: $ 3,463. 2015 AMOUNT: $ 27,639. DVE ASSESSMENTS - 2012 AMOUNT: $ 3,400. 2013 AMOUNT: $ 1,700. CONFERENCE TRAINING - 2014 AMOUNT: $ 10,005. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25800 25800 936635 391837 544798 438946 319018 119928 372942 304259 68683 759209 DUE FROM AFFILIATES 1007047 1007047 X 15492636 -5697 4040811 4035114 11457522 701 505086 505787 11963309 15284131 4098252 4098252 11185879 701 505086 505787 11691666 PART X, LINE 2: THE AGENCY RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE AGENCY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION AND/OR DISCLOSURE. THE AGENCY IS NO LONGER SUBJECT TO EXAMINATIONS BY APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE ATTRIBUTABLE TO COMBINED ENTITIES 4,031,869. SPECIAL EVENT EXPENSE REPORTED ON PART VIII, LINE 8B 8,942. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS ON COMBINED FINANCIAL STATEMENTS 505,086. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ATTRIBUTABLE TO COMBINED ENTITIES 4,089,310. SPECIAL EVENT EXPENSE REPORTED ON PART VIII, LINE 8B 8,942. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS ON COMBINED FINANCIAL STATEMENTS 505,086. BREAKFAST FUNDRAISER 20488 20488 6535 2407 20488 20488 6535 2407 8942 -8942 X X X X 0 0 0 0 0 0 0 1 0 DOUGLAS HOVEY EXECUTIVE DIRECTOR 139250 0 7088 0 0 0 7442 0 12932 0 166712 0 0 0 PART I, LINE 7 DOUGLAS HOVEY RECEIVED A NON-FIXED PAYMENT IN THE FORM OF A BONUS. HIS BONUS WAS BASED ON HIS PERFORMANCE AND BOARD APPROVED. FORM 990, PART VI, SECTION B, LINE 11 INDEPENDENT LIVING INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE FINANCE COMMITTEE OF THE ORGANIZATION FOR ANY REVIEW. AFTER THE FINANCE COMMITTEE HAS COMPLETED ITS REVIEW, THE RETURN IS THEN PRESENTED TO THE BOARD FOR APPROVAL. THE BOARD'S APPROVAL IS DOCUMENTED IN THE MINUTES TO THE MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS APPLICABLE ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES. ANNUALLY, THE REQUIRED INDIVIDUALS COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE BOARD PRESIDENT ANNUALLY REVIEWS AND SIGNS OFF ON ALL CONFLICT OF INTEREST DISCLOSURES COMPLETED BY THE BOARD MEMBERS. IF THE BOARD PRESIDENT RECOGNIZES A POTENTIAL CONFLICT, IT WILL BE BROUGHT TO THE BOARD'S ATTENTION FOR DISCUSSION. THE BOARD MEMBER WITH THE POTENTIAL CONFLICT IS EXCUSED FROM THE MEETING SO THAT THE REMAINDER OF THE BOARD CAN DISCUSS AND VOTE ON WHETHER THERE IS A CONFLICT OF INTEREST. THE BOARD MEMBER WITH THE POTENTIAL CONFLICT IS NOTIFIED BY THE BOARD PRESIDENT REGARDING THE DECISION BY THE BOARD. THE RESULTS OF THE DISCUSSION WILL BE DOCUMENTED IN THE MINUTES. THE EXECUTIVE DIRECTOR AND THEIR ADMINISTRATIVE TEAM IS RESPONSIBLE FOR REVIEWING ALL DISCLOSURES FOR DIRECTORS, OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION STUDIES ARE OBTAINED BY THE BOARD OF DIRECTORS AND REVIEWED BY THE COMPENSATION COMMITTEE TO DETERMINE REASONABLE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND EXECUTIVE STAFF (DIRECTOR OF FINANCE, DIRECTOR OF HUMAN RESOURCES, DIRECTOR OF DEVELOPMENT, DIRECTOR OF PROGRAMS, AND DIRECTOR OF COMPLIANCE AND PROGRAM OPERATIONS). THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE BOARD REGARDING SALARIES AND THE BOARD APPROVES OF ANY CHANGES. THE BOARDS APPROVAL OF THE EXECUTIVE DIRECTOR'S SALARY IS DOCUMENTED IN THE MINUTES OF THE EXECUTIVE SESSIONS OF THE BOARD MEETINGS. THE EXECUTIVE DIRECTOR HAS AN EMPLOYMENT CONTRACT WHICH IS CREATED AND APPROVED BY THE BOARD ON AN ANNUAL BASIS. THE LAST SALARY STUDY AND REVIEW OF SALARIES FOR THE EXECUTIVE DIRECTOR AND EXECUTIVE STAFF WAS DONE IN 2015. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 5 WASHINGTON TERRACE, NEWBURGH, NY 12550...OR BY CALLING THE ORGANIZATION DIRECTLY AT (845)-565-1162. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. IL STRATEGY GROUP INC 5 WASHINGTON TERRACE NEWBURGH NY 12550 271527954 OPERATING EXCLUSIVELY FOR THE BENEFIT OF IL, INC. & IHC, INC. NY 501(C)(3) LINE 11C, III-FI N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0