2026-04-02T14:04:33+00:00 2025-06-30 440160260 FORVIS MAZARS LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2024-07-01 261392721 ENVISION INC ENVI 3162672244 2301 S WATER ST WICHITA KS 67213 MICHAEL MONTEFERRANTE CEO/DIRECTOR/OFFICER 2026-04-02 true true Krystal Creach P01248198 4178658701 2026-04-02 2024 2025-03-06 01:10:19Z X MICHAEL MONTEFERRANTE 2301 S WATER ST WICHITA KS 67213 40508938 false X WWW.ENVISIONUS.COM X 2007 KS TO IMPROVE THE QUALITY OF LIFE AND PROVIDE INSPIRATION AND OPPORTUNITY FOR PEOPLE WHO ARE BLIND AND VISUALLY IMPAIRED THROUGH EMPLOYMENT, OUTREACH, REHABILITATION, EDUCATION, AND RESEARCH. 11 10 25 15 6655 5457 0 0 541711 138317 4044258 10066109 248138 415922 4834107 10620348 312065 122100 0 6340001 6724966 0 0 0 -3967271 -2699160 2684795 4147906 2149312 6472442 119935767 106622146 31122819 11009509 88812948 95612637 TO IMPROVE THE QUALITY OF LIFE AND PROVIDE INSPIRATION AND OPPORTUNITY FOR PEOPLE WHO ARE BLIND AND VISUALLY IMPAIRED THROUGH EMPLOYMENT, OUTREACH, REHABILITATION, EDUCATION, AND RESEARCH. false false 2979039 122100 53347 ENVISION, INC. IS A SUPPORTING ORGANIZATION TO FIVE OTHER AFFILIATE 501(C)(3) CORPORATIONS: ENVISION INDUSTRIES, INC., ENVISION XPRESS, INC., ENVISION VISION REHABILITATION CENTER, INC., ENVISION DALLAS LIGHTHOUSE FOUNDATION AND ENVISION FOUNDATION, INC. ENVISION, INC. PROVIDES MANAGEMENT AND OPERATIONAL SUPPORT SERVICES TO THESE ENTITIES. 247737 0 84970 ENVISION CONFERENCE: AN ANNUAL MULTIDISCIPLINARY CONFERENCE FOR LOW-VISION PROFESSIONALS IN OPTOMETRY, REHABILITATION AND RESEARCH. 3226776 true false false false false false false false false false true true false false true false false true false false false false false false false false false false true true false false false false false false false false false false false false false false false true true true false false true 55 0 true 25 true true true false false false false false false false false false false false X 11 10 false false false false false false false true true false false false true true true true true true true true false false X MICHAEL MONTEFERRANTE 3162672244 2301 S WATER ST WICHITA KS 67213 ALBERT DENNY VICE CHAIRMAN 1.0 1.0 X X 0 0 0 KATHY SCHLEIN SECRETARY 1.0 3.0 X X 0 0 0 MICHAEL MONTEFERRANTE CEO/DIRECTOR/OFFICER 40.0 6.0 X X 646024 0 108724 SAM WILLIAMS CHAIRMAN 1.0 3.0 X X 0 0 0 BOB RING DIRECTOR 1.0 0 X 0 0 0 DAN POWERS DIRECTOR 1.0 0 X 0 0 0 JEFF MACDOWELL DIRECTOR 1.0 2.0 X 0 0 0 LARRY KIMBLER DIRECTOR 1.0 2.0 X 0 0 0 MOJI ROSSON DIRECTOR 1.0 2.0 X 0 0 0 TYLER RUTSTEIN DIRECTOR 1.0 0 X 0 0 0 WENDY CROSSMAN DIRECTOR 1.0 2.0 X 0 0 0 MARK EATON CFO/OFFICER 40.0 6.0 X 344578 0 65482 ANTONE SITES DIRECTOR, ACCOUNTING 40.0 0 X 135785 0 45876 CARRIE PERRY VP, HUMAN RESOURCES 40.0 0 X 195856 0 64034 EMILY HOLMES HURST VP, WICHITA FOUNDATION & WIC 40.0 0 X 114159 0 30168 KIRK MILLER DIRECTOR, APPLICATION TECHNOLOGY 40.0 0 X 136192 0 18790 TROY MCKISSICK VP, CONTROLLER 40.0 0 X 211411 0 55758 1784005 0 388832 14 false true false FORVIS MAZARS LLP PO BOX 200870 DALLAS TX 75320 CONSULTING SERVICES 367829 1 0 ENVISION CONFERENCES 900099 84970 84970 WORKFORCE INNOVATION CENTER 900099 43897 43897 ENVISION UNIVERSITY 900099 9450 9450 0 0 0 0 138317 2891261 2891261 244924 121357 123567 0 123567 6655 116912 36941081 1000 29767233 7173848 1000 7174848 7174848 MISCELLANEOUS REVENUE 900099 292355 292355 0 0 0 0 292355 10620348 138317 6655 10475376 122100 122100 1226239 1226239 3529728 2150551 1379177 1195406 1188650 6756 470596 198300 272296 302997 120556 182441 363356 86804 276552 1562 1562 510000 510000 335654 243319 92335 0 104988 90817 14171 656586 283240 373346 2064494 148974 1915520 301017 300487 530 314001 215484 98517 24026 6000 18026 1194185 1194185 2440017 2343699 96318 324883 324883 EMPLOYEE RECRUIT & RETENTION 291314 264868 26446 REPAIRS & MAINTENANCE 119798 119798 LICENSES, DUES, & SUBSCRIPTIONS 113467 79632 33835 OVERHEAD ALLOCATION -12084925 -5185260 -6899665 226417 123874 102543 0 4147906 3226776 921130 0 2618627 2566647 6438000 16793000 189183 28844 0 0 0 0 484824 546798 31771636 18432403 13825399 13339233 79979784 52768178 16399950 20579446 0 0 0 119935767 106622146 2804244 2550619 0 0 26587784 0 1730791 8458890 31122819 11009509 X 88812948 95612637 88812948 95612637 119935767 106622146 X 6472442 -509753 837000 X false true true false X X 5 ENVISION VISION REHABILITATION CENTER INC 261274076 9 true 0 205011 ENVISION INDUSTRIES INC 480543705 9 true 0 4632279 ENVISION XPRESS INC 481250487 9 true 0 4003490 ENVISION DALLAS LIGHTHOUSE FOUNDATION 831105720 7 true 122100 0 ENVISION FOUNDATION INC 202874095 7 true 0 0 5 122100 8840780 true false false false false false false false false false false false false false false true true true X true true Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES, TIMING OF GRANTS, AND OTHERWISE DIRECTING THE USE OF THE INCOME/ASSETS OF ENVISION, INC. DUE TO THE EXTREMELY CLOSE AND CONTINUOUS WORKING RELATIONSHIP BETWEEN ALL OF THE ENTITIES AND THEIR LEADERSHIP. ENVISION, INC. WILL BE INTEGRATED INTO THE OPERATION OF THE SUPPORTED ORGANIZATIONS, INCLUDING ASSISTING THEM WITH INVESTMENT ISSUES AND RESPONDING TO THE SUPPORTED ORGANIZATIONS' REQUESTS REGARDING THE USE OF EACH ORGANIZATION'S INCOME/ASSETS. ENVISION, INC. WILL BE PROVIDING SERVICES TO THE SUPPORTED ORGANIZATIONS THAT WOULD OTHERWISE BE PERFORMED INTERNALLY WITHIN EACH SUPPORTED ORGANIZATION. HOWEVER, IN THE INTEREST OF EFFICIENCY AND COST-EFFECTIVE ADMINISTRATION OF THE ENTIRE FAMILY OF CHARITABLE ORGANIZATIONS' SERVICES, IT IS BEST FOR ENVISION, INC. TO PROVIDE THE SERVICES, SINCE IT MAY DO SO ON AN INTEGRATED AND COST-EFFECTIVE APPROACH. Schedule A, Part IV, Section E, Line 3a Organization have the power to regularly appoint or elect a WHILE EACH OF THE ORGANIZATION'S GOVERNING BOARDS IS ABLE TO NOMINATE NEW MEMBERS TO THEIR GOVERNING BODIES, ENVISION, INC. RETAINS THE RIGHT TO APPROVE SUCH NEW MEMBERS. Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities THE ORGANIZATION EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF ITS SUPPORTED ORGANIZATIONS THROUGH THE ACTIVE INVOLVEMENT OF ITS OFFICERS IN THE MANAGEMENT OF EACH OF THE SUPPORTED ORGANIZATIONS. THE OFFICERS OF ENVISION, INC. ARE OFFICERS AND DIRECTORS OF THE SUPPORTED ORGANIZATIONS. 13643370 4916675 8726695 17967014 13515728 4451286 161252 161252 13339233 Closely-held equity interests Financial derivatives ALTERNATIVE INVESTMENTS 20579446 F 20579446 Federal Income Taxes INTERCOMPANY PAYABLES 8458890 8458890 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true RESEARCH STIPENDS 5 122100 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds GRANTS TO RELATED ORGANIZATIONS ARE BUDGETED ON AN ANNUAL BASIS AND PAID MONTHLY BASED ON NEED. GRANTS MADE OUTSIDE THE ENVISION FAMILY ARE APPROVED PURSUANT TO A FORMAL GRANT APPLICATION PROCEDURE AND POLICY. A COMMITTEE OF THE BOARD MAKES FINAL APPROVAL ON ALL GRANTS MADE OUTSIDE THE ENVISION FAMILY OF ORGANIZATIONS. X X true true X X X false false false false false false false true false MICHAEL MONTEFERRANTE CEO/DIRECTOR/OFFICER 425000 0 200000 0 21024 0 57054 0 51670 0 754748 0 0 0 MARK EATON CFO/OFFICER 281530 0 60000 0 3048 0 38561 0 26921 0 410060 0 0 0 TROY MCKISSICK VP, CONTROLLER 190179 0 20200 0 1032 0 24341 0 31417 0 267169 0 0 0 ANTONE SITES DIRECTOR, ACCOUNTING 125622 0 8700 0 1463 0 15909 0 29967 0 181661 0 0 0 CARRIE PERRY VP, HUMAN RESOURCES 175296 0 20200 0 360 0 22718 0 41316 0 259890 0 0 0 KIRK MILLER DIRECTOR, APPLICATION TECHNOLOGY 135192 0 1000 0 0 0 8283 0 10507 0 154982 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments BONUS AND INCENTIVE COMPENSATION AMOUNTS PAID BY THE ORGANIZATION ARE DETERMINED ON A DISCRETIONARY BASIS BASED ON THE EVALUATION OF THE EMPLOYEE'S PERFORMANCE AND THE ORGANIZATION'S FINANCIAL RESULTS FOR THE YEAR, ALTHOUGH NOT DIRECTLY TIED TO THE FINANCIALS BY ANY TYPE OF FIXED FORMULA. Schedule J, Part I, Line 1a COMPENSATION BENEFITS MICHAEL MONTEFERRANTE, PRESIDENT/CEO, HAS A DISCRETIONARY SPENDING ACCOUNT AND SOCIAL CLUB DUES PAID WHICH ARE INCLUDED IN HIS EARNINGS AND FULLY TAXABLE. Form 990, Part VI, Line 15a & 15B - COMPENSATION REVIEW POLICY MICHAEL MONTEFERRANTE AND MARK EATON SERVED AS OFFICERS FOR ENVISION INDUSTRIES, INC., BUT WERE COMPENSATED BY ENVISION, INC. ENVISION, INC. USES THE FOLLOWING FOR DETERMINING EXECUTIVE AND OFFICER COMPENSATION: 1. BASE SALARIES - WILL BE POSITIONED SO THAT MIDPOINTS TARGET THE 25TH PERCENTILE. EXECUTIVE SALARIES WILL BE ADMINISTERED WITHIN RANGES BUILT AROUND THE 25TH PERCENTILE AND BASED ON PERFORMANCE, EXPERIENCE, TENURE AND OTHER RELEVANT FACTORS. 2. INCENTIVES - WILL BE POSITIONED TO PROVIDE TOTAL CASH COMPENSATION AT THE 25TH PERCENTILE OF THE PEER GROUP FOR ON-PLAN PERFORMANCE. 3. BENEFITS - WILL BE POSITIONED AT MARKET COMPETITIVE LEVELS, APPROXIMATING THE 60TH TO 75TH PERCENTILE OF THE PEER GROUP. 4. TOTAL COMPENSATION - WILL BE POSITIONED AT APPROXIMATELY THE 25TH PERCENTILE FOR ON-PLAN PERFORMANCE WITH TARGET INCENTIVE AWARDS, AND APPROXIMATELY THE 30TH TO 50TH PERCENTILE WITH OUTSTANDING PERFORMANCE WITH MAXIMUM INCENTIVE AWARDS. A COMPENSATION COMMITTEE ANNUALLY REVIEWS THE TOTAL COMPENSATION PACKAGE FOR THE CEO. THE CEO SHALL ANNUALLY ADMINISTER THE SALARIES AND INCENTIVE PAYMENTS FOR OTHER EXECUTIVES UNDER THE GUIDELINES OF THE COMPENSATION PLAN DISCUSSED ABOVE. THE LAST COMPENSATION REVIEW WAS CONDUCTED IN 2016 BY SULLIVAN COTTER AND ASSOCIATES. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. A DRAFT OF FORM 990 IS THEN PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. ANY QUESTIONS OR CONCERNS THE FINANCE COMMITTEE HAS, ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE, IF NEEDED. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990 WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy AT THE TIME OF HIRE (OR ELECTION IN THE CASE OF CORPORATE DIRECTORS AND TRUSTEES) AND ANNUALLY THEREAFTER, THE CEO OR HIS/HER DESIGNEE SHALL PROVIDE TO THE BOARD AND TO ALL EXECUTIVE OFFICERS, ADMINISTRATIVE STAFF, ASSOCIATES AND VOLUNTEERS A COPY OF THE CONFLICT OF INTEREST POLICY AND THE APPLICABLE CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE, WHICH SHALL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES WITH RESPECT TO WHICH IT IS BELIEVED A CONFLICT MAY ARISE. SUCH ANNUAL MONITORING AND REVIEW PROCEDURES SHALL BE PART OF THE CORPORATE COMPLIANCE PLAN. AN APPROPRIATE REPORT SHALL BE SUBMITTED TO THE AUDIT COMMITTEE CONCERNING ANY INTEREST SO DISCLOSED. EACH MEMBER OF THE BOARD OF DIRECTORS AND ALL MANAGEMENT ASSOCIATES SHALL DISCLOSE FULLY AND FRANKLY ANY AND ALL ACTUAL OR POTENTIAL CONFLICTS OF DUALITY OF INTEREST OR RESPONSIBILITY, WHETHER INDIVIDUAL, PERSONAL, OR BUSINESS, WHICH MAY EXIST OR APPEAR AS TO ENVISION OR ANY SYSTEM ENTITY OR ANY MATTER OR BUSINESS WHICH MAY COME BEFORE THE BOARD (INCLUDING ITS COMMITTEES). THE DISCLOSING INDIVIDUAL SHALL NEITHER VOTE NOR ENDEAVOR TO INFLUENCE CORPORATE ACTION IN ANY SUCH MATTER. UPON REQUEST OF THE SUBJECT BOARD, THE AFFECTED INDIVIDUAL SHALL LEAVE THE BOARDROOM WHILE THE MATTER IS DISCUSSED AND A VOTE, IF ANY, SHALL BE RECORDED IN THE MINUTES OF THE BOARD OR ITS COMMITTEE. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST IN WRITING OR IN PERSON AT THE CORPORATE OFFICE. Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER FROM ENVISION FOUNDATION, INC. - 855000; TRANSFER TO ENVISION DALLAS LIGHTHOUSE FOUNDATION, INC. - -18000; Total - 837000; ENVISION INDUSTRIES INC 2301 S WATER ST WICHITA KS 67213 480543705 EMPLOYMENT KS 501(c)(3) 10 ENVISION INC true ENVISION XPRESS INC 2301 S WATER ST WICHITA KS 67213 481250487 EMPLOYMENT KS 501(c)(3) 10 ENVISION INC true ENVISION VISION REHABILITATION CENTER INC 2301 S WATER ST WICHITA KS 67213 261274076 REHABILITATION SERVICE KS 501(c)(3) 10 ENVISION INC true ENVISION FOUNDATION INC 2301 S WATER ST WICHITA KS 67213 203874095 SUPPORT KS 501(c)(3) 7 ENVISION INC true DALLAS LIGHTHOUSE FOR THE BLIND INC 2301 S WATER ST WICHITA KS 67213 750968301 EMPLOYMENT TX 501(c)(3) Type I ENVISION INC true ENVISION DALLAS LIGHTHOUSE FOUNDATION 2301 S WATER ST WICHITA KS 67213 831105720 FUNDING TX 501(c)(3) 7 ENVISION INC true ENCOM INC 2301 S WATER ST WICHITA KS 67213 204750408 HOLDING COMPANY KS INDUSTRIES C Corporation false ENVISION SUPPLY SOURCE INC 2301 S WATER ST WICHITA KS 67213 465197867 ONLINE SUPPLY CO. KS ENCOM INC C Corporation false false true false false true false false false false false false true true true true false false true true ENVISION DALLAS LIGHTHOUSE FOUNDATION INC B 122100 FMV ENVISION FOUNDATION INC E 2947831 FMV ENVISION INDUSTRIES INC O 4632279 FMV ENVISION VISION REHABILITATION CENTER INC O 205011 FMV ENVISION XPRESS INC O 4003490 FMV DALLAS LIGHTHOUSE FOR THE BLIND INC O 2983736 FMV ENCOM INC O 260411 FMV ENVISION INDUSTRIES INC R 1420339 FMV ENVISION VISION REHABILITATION CENTER INC R 267390 FMV ENCOM INC R 1144421 FMV DALLAS LIGHTHOUSE FOR THE BLIND INC R 9713667 FMV ENVISION FOUNDATION INC S 9237608 FMV ENVISION XPRESS INC S 36776673 FMV