2013-10-04T13:05:29-05:00 2012-12-31 271728945 O'CONNOR DAVIES LLP 555 HUDSON VALLEY AVENUE SUITE 106 NEW WINDSOR NY 12553 990 2012-01-01 222894558 INDEPENDENT LIVING INC INDE 8455651162 5 WASHINGTON TERRACE NEWBURGH NY 12550 DOUGLAS HOVEY 8455651162 2013-09-28 1 GARRETT M HIGGINS P00543209 8452202400 2013-09-28 2012 2016-02-24 21:20:13Z DOUGLAS HOVEY 5 WASHINGTON TERRACE NEWBURGH NY 12550 13074478 0 X WWW.MYINDEPENDENTLIVING.ORG X 1987 NY TO PROVIDE SERVICES TO DISABLED INDIVIDUALS TO HELP THEM LIVE INDEPENDENTLY. 11 11 692 14 2100 -259 2477356 3393274 7979386 9618543 45 867 60966 19575 10517753 13032259 0 0 0 0 9308998 10988821 0 0 1088 1287619 1822436 10596617 12811257 -78864 221002 3564223 3992392 2133109 2337309 1431114 1655083 X TO PROVIDE SERVICES TO DISABLED INDIVIDUALS TO ENABLE THEM TO LIVE INDEPENDENTLY. 0 0 8627913 8880883 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, GIVING INDIVIDUALS BEING SERVED THE OPPORTUNITY TO TAKE CONTROL OVER THE PERSONAL CARE SERVICES THEY RECEIVE- DECIDING HOW, WHEN, AND BY WHOM THOSE SERVICES ARE PROVIDED. SERVED 270 CONSUMERS IN 2012. 1885924 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. SERVED 2,100 INDIVIDUALS IN 2012. 748635 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 ADDITIONAL, PHYSICAL AND SYSTEMIC BARRIERS. SERVED 2,000 INDIVIUDALS IN 2012. 416544 737660 PROVIDING SERVICES TO INDIVIDUALS WITH DISABILITIES TO HELP THEM LIVE INDEPENDENTLY. 416544 737660 11679016 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 45 0 692 1 1 1 0 0 0 0 1 1 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 KARA DORSEY 1.00 X 0 0 0 THOMAS ANTONUCCI 1.00 X 0 0 0 ANDY WEYANT 1.00 X X 0 0 0 JEFF SCULLEY 1.00 X X 0 0 0 DREENA PROSS 1.00 X 0 0 0 CHARLES WALWYN III 1.00 X X 0 0 0 MATTHEW MIGLACCIO 1.00 X X 0 0 0 CRISS ITTERMANN 1.00 X 0 0 0 LINDA MULLER 1.00 X 0 0 0 SUSAN STOCKBURGER 1.00 X 0 0 0 ELAINE MORGAN 1.00 X 0 0 0 DOUGLAS HOVEY 40.00 X 130279 0 18668 130279 0 18668 1 0 0 0 CORNERSTONE RESIDENCE LP 111 BROADWAY NEWBURGH NY 12550 SUBCONTRACTOR 199994 ROCKLAND INDEPENDENT LIVING CENTER 873 NEW YORK 45 NEW CITY NY 10956 SUBCONTRACTOR 190610 PEOPLE INC 126 INNIS AVENUE POUGHKEEPSIE NY 12601 SUBCONTRACTOR 159447 3 5918 60630 3277375 49351 3393274 MEDICAID 623990 9525197 9525197 SOCIAL SECURITY INCOME 623990 69096 69096 ORIENTATION INCOME 623990 24250 24250 9618543 1463 1463 213 809 -596 -596 -596 48136 60630 41410 6726 6726 OTHER INCOME 900099 7349 7349 DVE ASSESSMENTS 900099 3400 3400 MANAGEMENT SERVICES 900099 2100 2100 12849 13032259 9618543 2100 18342 154905 48021 106884 8949058 8424639 524419 65868 46684 19184 537612 516562 21050 1281378 1226907 54471 7654 7654 20222 20222 24500 1500 23000 213 213 36219 29197 7022 17214 13794 3420 471492 310019 160706 767 436972 420224 16748 133489 123278 10211 67741 34040 33701 102990 76240 26439 311 43563 1017 42546 CONTRACT LABOR 293501 277128 16373 HOME MODIFICATION 61205 61205 STAFF DEVELOPMENT 50217 37599 12608 10 REPAIRS AND MAINTENANCE 44793 12857 31936 10451 10451 12811257 11679016 1131153 1088 256882 26375 25237 79943 1656999 2310250 73249 168170 170419 139377 129721 2058339 882646 1249776 1175693 26742 67782 3564223 3992392 86702 796513 9385 22338 369232 1518458 1667790 0 2133109 2337309 X 1106548 1358605 324566 296478 1431114 1655083 3564223 3992392 221002 2967 0 X X 0 1 X 1 0 X 2184233 2141104 2541903 2477356 3393274 12737870 5548432 6955576 7093188 7996386 9666679 37260261 7732665 9096680 9635091 10473742 13059953 49998131 0 0 0 49998131 1196 154 50 10620 1463 13483 1196 154 50 10620 1463 13483 21640 16192 32239 33391 10749 114211 7755501 9113026 9667380 10517753 13072165 50125825 0.99750 0.99860 0.00030 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2008 AMOUNT: $ 21,640. 2009 AMOUNT: $ 16,192. 2010 AMOUNT: $ 32,239. 2011 AMOUNT: $ 33,391. 2012 AMOUNT: $ 7,349. DVE ASSEMENTS - 2012 AMOUNT: $ 3,400. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 391345 391345 927031 302482 624549 451188 360049 91139 288775 220115 68660 1175693 X 13194718 2967 11432 150373 164772 13029946 213 2100 2313 13032259 12981527 11432 161151 172583 12808944 213 2100 2313 12811257 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION AND/OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2009. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 41,410. REVENUE ATTRIBUTABLE TO COMBINED ENTITIES 108,963. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS ON COMBINED FINANCIAL STATEMENTS 2,100. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 41,410. EXPENSES ATTRIBUTABLE TO COMBINED ENTITIES 119,741. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS ON COMBINED FINANCIAL STATEMENTS 2,100. GALA 69277 21141 48136 26627 2869 BREAKFAST FUNDRAISER 39489 39489 8960 2954 108766 60630 48136 35587 5823 41410 6726 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 BOARDS 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 EMPLOYEES, BOARD MEMBERS, INTERNS AND VOLUNTEERS. 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 BOARDS 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 EMPLOYEES, VOLUNTEERS, AND INTERNS. 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 EXEECUTIVE DIRECTORS 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 2012. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 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, ARTICLES OF INCORPORATION, FORM 990, FORM 1023, CONFLICT OF INTEREST POLICY, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. 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. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.