2012-11-13T14:42:43-07:00 2012-06-30 030293926 Keri-Ann Black-Deegan CPA 338 River Street Suite 7 Montpelier VT 05602 990 2011-07-01 030284103 The Institute of Professional Practice Inc INST 8022299515 P O Box 1249 Montpelier VT 056011249 Roger S Strauss PhD 8022299515 2012-11-08 1 Keri-Ann Black-Deegan P00234090 8022233069 2012-11-05 X 2011 2016-02-24 21:20:13Z Roger S Strauss PhD PO Box 1249 Montpelier VT 056011249 62565237 0 X www.ippi.org X 1981 VT To provide residential, day, vocational, educational, diagnostic and consultative services to children and adults with developmental (intellectual) disabilities and serious emotional disorders and educate and train individuals to provide those services. 9 7 1371 0 0 0 27652 27997 60144788 62214723 22167 18556 4015 -60754 60198622 62200522 0 0 0 0 41404525 42129502 0 0 188 19102772 19478661 60507297 61608163 -308675 592359 18490830 18313460 10684831 9566165 7805999 8747295 The Institute of Professional Practice is making a positive difference in the lives of children and adults with developmental and other special learning needs. We specialize in diverse, individualized residential, employment, educational, and consultative services delivered to people in their local neighborhoods and communities. Making a meaningful difference begins with respect, compassion and commitment. 0 0 3522876 0 3795595 Day Programs for the Developmentally Disabled: Day programs to provide services to intellectually and developmentally disabled clients. 168 clients were served at 22 sites in 3 states with over 42,000 units of service provided. 40 clients were served in a job placement capacity. 11755176 0 13564413 Specialized Human Services Programs, General/Other: Behavioral consultations and training services to community organizations, other human service providers, schools, and mental health and employee assistance counseling. Over 18,456 hours in 4 states were provided. 39403614 0 44830465 Residential Care Programs, General/Other: Development and operation of residential treatment programs for the care of intellectually and developmentally disabled clients. 469 clients served at 314 locations in four states, totaling in excess of 171,449 units of service. 19117 0 24250 Other Program Services: Other non contract program expenses, building costs and other miscellaneous expenses not part of the primary program operations. Investment income, building rents and refunds. 19117 0 24250 54700783 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 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 1 139 0 1 1371 1 0 0 0 0 0 0 0 0 0 1 1 0 X 9 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NH X Sarah Miller CFO 8022299515 2096 Airport Rd Barre VT 05641 X L James Rivers 0 X 0 0 0 Michael Chater 0 X 0 0 0 Mari Schaarschmidt 0 X 0 0 0 Michael Curtis 0 X 0 0 0 James Brower 0 X 0 0 0 Michael P McGlynn 0 X 0 0 0 Heather Higdon 0 X 0 0 0 Roger S Strauss PhD 16 X X 72466 0 0 Elaine J Lussier 12 X X 47503 0 0 Kim M Kelly PhD 40 X 156907 0 24043 Charles L Newfield PhD 40 X 177781 0 26225 Zbigniew Golonka PhD 40 X 170678 0 23507 Timothy G Sullivan MA 40 X 151419 0 23850 Sarah I Miller MBA 37.5 X 126230 0 18388 Melodie J Peet MPH 40 X 170249 0 603 Barbara A Caparulo PsyD 40 X 148443 0 15562 Gary Lussier 40 X 130965 0 17367 Linda Scala MS 40 X 135164 0 10856 Barry D Morgenstern PhD 40 X 122541 0 23147 George M Durham MA 20 X 107516 0 0 1717862 0 183548 3 1 1 0 DDN Consulting Services LLC 2464 Whitney Ave Hamden CT 06518 Nursing & Dietary Services 432750 Keri-Ann Black-Deegan CPA 338 River St Suite 7 Montpelier VT 05602 Auditing, consulting, Form 990 tax preparation 240490 Debora and Ed Polkey 3 West Chamberlain Rd Merrimack NH 03054 Adult foster care home services 165580 Daniel Babineau and Peter Delude 4 Walter Hill Rd Mont Vernon NH 03057 Adult foster care services 121769 Ronald and Kimberly Swan 79 Finch Rd Wolcott CT 06716 Foster Home Care Services 116991 3 0 0 770 0 18726 8501 5238 27997 Residential treatment programs 623000 44830465 44830465 0 0 Consultation, training and education 611710 13564413 13564413 0 0 Day treatment programs 624310 3795595 3795595 0 0 Miscellaneous 900099 24250 24250 0 0 0 0 0 0 62214723 19959 19959 0 0 0 0 0 0 0 0 0 0 22900 0 43312 0 -20412 0 -20412 -16929 0 -3483 320000 0 321403 0 -1403 0 -1403 -1403 0 0 770 Net accounting gain (loss) on accrued postretirement 900099 -40342 -40342 0 0 0 0 0 0 -40342 62200522 62176008 0 -3483 0 0 0 0 0 0 0 0 260474 0 260474 0 0 0 0 0 31493294 28313581 3179608 105 222636 198183 24452 1 7834412 7031817 802570 25 2318686 2072394 246285 7 0 0 0 0 127498 19122 108376 0 263995 34691 229304 0 780 780 0 0 0 0 0 0 0 0 9706627 9582715 123912 0 43083 37950 5133 0 463315 246635 216667 13 442230 114854 327376 0 0 0 0 0 2763326 2225671 537655 0 708203 660216 47987 0 0 0 0 0 241736 183029 58707 0 193114 177456 15658 0 0 0 0 0 665088 577369 87719 0 717861 587429 130432 0 Expendable Furnishings & Equipment 145689 129935 15754 0 Telephone 439296 270515 168781 0 Vehicle Expenses 1245791 1127986 117805 0 Specific Assistance to Individuals 1051151 1047056 4058 37 259878 61399 198479 0 61608163 54700783 6907192 188 0 0 2371472 1473751 0 0 4541459 4858598 0 0 0 0 0 0 0 0 963857 699277 20230847 9173583 10405848 11057264 0 0 0 0 0 0 0 0 208194 224570 18490830 18313460 4660639 4201791 0 0 1973525 257648 0 0 0 0 0 0 3662229 4681543 0 0 388438 425183 10684831 9566165 X 7803502 8744798 2497 2497 0 0 7805999 8747295 18490830 18313460 X 592359 348937 X 0 1 0 X 0 X 43654781 41835947 41261831 40363838 42323217 209439614 0 0 0 0 0 0 0 0 43654781 41835947 41261831 40363838 42323217 209439614 209439614 167181 141486 98498 39267 42859 489291 15482 29312 -73580 7493 -41745 -63038 209865867 0.99797 0.99747 X Part II- Section B, Line 10- Other Income- Net Accounting Loss on Accrued Postretirement Expense $-40342; Realized Loss on Investments $-1403; Total other loss $-41745. 0 0 0 0 0 0 0 0 1 1606 1606 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 The Institute of Professional Practice, Inc. paid dues of $22,002 to American Network of Community Options and Resources (ANCOR). They estimate that up to 5% of the 2011-12 budget will be designated for "lobbying activities", or $826 for this fiscal year. Benefits of membership include summit meetings in Washington, DC, briefings with lobbyists and consultants and networking opportunities with decision makers and public policymakers for purposes of enhancing public funding for direct care staff salaries. IPP also paid $780 to YLN Consulting for lobbying for the sole purpose of extending private insurance coverage to autism services in New Hampshire. 0 3076775 3076775 0 14290320 7553026 6737294 0 674822 110050 564772 0 1115247 927746 187501 0 1073683 582761 490922 11057264 0 Accrued postretirement health benefits 424383 Rental security deposit liabilities 800 425183 62200522 61608163 592359 3388 0 0 0 0 3388 595747 62247223 3388 0 0 43312 46700 62200523 0 -1 -1 62200522 61651476 0 0 0 43312 43312 61608164 0 -1 -1 61608163 SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Other-Various rental expenses from Form 990, Part VIII, Line 6b of $43,312 are shown as expenses on the audit and are required to reduce rental revenue on the Form 990. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b $1 Rounding SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Other-Expenses attributable to gross rents and deducted in Statement of Revenue, Part VIII, Line 6b and therefore not shown in Part IX Statement of Functional Expenses where they are shown in the audit. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b $1 rounding. X X 0 0 0 0 0 0 0 0 0 Kim M Kelly PhD 156907 0 0 0 0 0 1704 0 22339 0 180950 0 189263 0 George M Durham MA 107516 0 0 0 0 0 0 0 0 0 107516 0 110365 0 Charles L Newfield PhD 165669 0 0 0 12112 0 3885 0 22339 0 204005 0 198486 0 Zbigniew Golonka PhD 163521 0 0 0 7157 0 3721 0 19786 0 194185 0 187724 0 Melodie J Peet MPH 170249 0 0 0 0 0 0 0 671 0 170920 0 0 0 Timothy G Sullivan MA 134480 0 0 0 16940 0 1094 0 22755 0 175269 0 179516 0 Barbara A Caparulo PsyD 142413 0 0 0 6030 0 1526 0 14036 0 164005 0 158251 0 Linda Scala MS 129518 0 0 0 5646 0 2710 0 8146 0 146020 0 145636 0 Gary Lussier 130965 0 0 0 0 0 2721 0 14646 0 148332 0 157339 0 Sarah I Miller MBA 126230 0 0 0 0 0 1380 0 17008 0 144618 0 147936 0 Barry D Morgenstern PhD 122541 0 0 0 0 0 2608 0 20539 0 145688 0 0 0 SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The Board of Directors annually reviews the compensation history and at least three independent national and regional compensation surveys to evaluate the appropriateness of compensation plans for the CEO and officers and other key employees. F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 The Vice President of Clinical Services, Kim K Kelly, PhD, and the former Vice President of Program Services, and current Intrastate Program Facilitator, George Durham are wife and husband. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b Prior to submission to the IRS, the Board of Directors reviews the Form 990 at a regularly scheduled Board Meeting. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Any conflicts of interest regarding the Board Members are addressed at their annual meeting. Any conflicts of interest involving existing or new programs of key employees are required to be disclosed at monthly senior management meetings. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Board of Directors annually reviews the compensation history and at least three independent national and regional compensation surveys to evaluate the appropriateness of compensation plans for the CEO and officers and other key employees. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Available upon request. F990_P07_S0A_L01a Form 990, Part VII, Section A, Line 1a Column E- No related organizations exist, and no disclosure of any conflicts of interest regarding other organizations have been made. F990_P11_S00_L05 Form 990, Part XI, Line 5 Other changes in net assets: Prior period adjustment-correction of accounting errors $178,156; prior period adjustment-subsequent events $167,393;unrealized gain on investments $3,388. Total other changes $348,937.