2024-11-15T11:10:44-06:00 2023-12-31 BDO USA 200 PARK AVENUE 38TH FLOOR NEW YORK NY 10166 990 2023-01-01 113348359 Independent Group Home Living Foundation Inc % MARYBETH LICHTNEGER INDE 6318788900 221 North Sunrise Service Road Manorville NY 11949 MARYBETH LICHTNEGER CFO/COO 6318988900 2024-11-14 true true Kristin Ruffini P00741491 2128858000 2023 2024-10-15 13:58:12Z MARYBETH LICHTNEGER 221 North Sunrise Service Road Manorville NY 11949 3688671 false X N/A X 1996 NY THE FOUNDATION'S PRIMARY EXEMPT MISSION IS TO RAISE FUNDS FOR THE BENEFIT OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. AND ITS AFFILIATED NOT-FOR-PROFIT ORGANIZATIONS. 9 6 0 9 0 0 528971 3605599 0 0 204 339 2078 -62309 531253 3543629 43765 67527 0 0 0 0 0 0 6445 332848 431487 376613 499014 154640 3044615 380990 3493253 63502 131150 317488 3362103 X THE FOUNDATION'S PRIMARY EXEMPT MISSION IS TO RAISE FUNDS THROUGH A PLANNED GIVING PROGRAM AND THE HOLDING OF SPECIAL EVENTS FOR THE BENEFIT OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. AND ITS AFFILIATED NOT-FOR PROFIT ORGANIZATIONS. false false 67673 67527 0 SEE SCHEDULE O 67673 true true false false false false false false false false true false false false true true false true false false false false false false true false false true false true false false false false false false false false false false false false false true false false false true 6 0 true 0 false false false false false true true false false false false false false X 9 6 false false false false false true true true true false false true true true true true true false false false NY X MARYBETH LICHTNEGER 6318988900 221 NORTH SUNRISE SERVICE ROAD manorville NY 11949 X WALTER STOCKTON CEO & President 0.05 39.95 X X 0 704027 76137 MARYBETH LICHTNEGER CFO 0.05 39.95 X 0 466531 61057 FRANK LOMBARDI FORMER COO 0.0 40.0 X 0 362955 44506 DEBORAH KNEIDL CHIEF DEVELOPMENT OFFICER 13.33 26.67 X 0 239062 19701 JIM MCCANN CHAIRMAN 0.25 0.25 X X 0 0 0 DR JOSEPH MORRIS Vice President 0.25 3.75 X X 0 0 0 HONORABLE PAUL PONTIERI TREASURER 0.25 3.75 X X 0 0 0 THOMAS CULLEN TRUSTEE 0.25 2.75 X 0 0 0 JOHN FALLON TRUSTEE 0.25 0.25 X 0 0 0 NELLA HAHN TRUSTEE 0.25 2.75 X 0 0 0 THOMAS HICKEY TRUSTEE 0.25 0.25 X 0 0 0 JOHN TORTORTELLA TRUSTEE 0.25 0.25 X 0 0 0 0 1772575 201401 0 true true false COMMUNITY COUNSELLING SERVICE CO LL 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 Consulting 227953 1 285571 3320028 3605599 0 339 0 0 339 0 0 0 0 0 0 82733 285571 145042 -62309 -62309 0 0 0 0 0 0 0 3543629 0 0 -61970 X 62527 62527 5000 5000 0 0 0 0 0 0 0 0 0 0 6685 6685 0 0 0 124 124 5776 5776 34515 34515 1774 1774 0 0 139 139 0 0 0 0 0 0 REPAIRS & MAINTENANCE 217176 217176 ALLOCATED SALARY AND BENEFITS 156416 156416 MEALS AND ENTERTAINMENT 6169 6169 MISCELLANEOUS EXPENSE 2713 146 1898 669 499014 67673 424896 6445 120228 3179700 62944 63283 115616 95309 0 0 0 0 0 0 0 0 2222 2222 7222 6657 15881 15881 0 0 0 0 0 0 0 0 72758 146082 380990 3493253 29975 29557 0 0 32527 11777 0 0 0 0 0 0 0 0 0 0 1000 89816 63502 131150 X 299755 327895 17733 3034208 317488 3362103 380990 3493253 3044615 X false true X true false X 420856 550636 251676 528971 3605599 5357738 0 0 420856 550636 251676 528971 3605599 5357738 3074145 2283593 193 55 32 204 339 823 16358 2078 0 18436 0 0 30 0 0 30 5377027 0.42469 0.76133 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15881 15881 0 0 0 DUE TO AFFILIATES 89816 89816 X SCHEDULE D, PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, THE ORGANIZATION HAS FILED INTERNAL REVENUE SERVICE FORM 990 TAX RETURNS, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHEN IT IS REQUIRED. THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2023. WHB GOLF OUTING 144459 99659 44800 11481 51714 1670 750 6264 Cocktail Recept 142379 126012 16367 16367 6305 8223 2 81466 59900 21566 3750 541 21566 1800 14611 368304 285571 82733 3750 12022 89647 1670 8855 29098 145042 -62309 true INDEPENDENT GROUP HOME LIVING PROGRAM INC 221 N SUNRISE SVC RD MANORVILLE NY 11949 112458584 501(C)(3) 29532 PROGRAM SERVICE Smile Farms Inc TWO JERICHO PLAZA SUITE 200 JERICHO NY 117531681 465360466 15500 PROGRAM SERVICE WW II museum PO Box 1106 Rocky Point NY 11778 237304494 5900 PROGRAM SERVICE 1 2 Schedule I, PART I, LINE 2: THE IGHL FOUNDATION'S PRIMARY EXEMPT MISSION IS TO FUNDRAISE ON BEHALF OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. ("IGHL"). THE FOUNDATION HOLDS FUNDRAISING CAMPAIGNS AND VARIOUS SPECIAL EVENTS DESIGNED TO RAISE FUNDS TO ASSIST THE DEVELOPMENTALLY DISABLED. THE FOUNDATION PERIODICALLY REMITS FUNDS BACK TO IGHL TO SUPPORT ITS CHARITABLE PROGRAMS; IN 2023, THE FOUNDATION PROVIDED $29,532 IN SUPPORT TO IGHL. NO FURTHER MONITORING OF THE GIFTED FUNDS IS REQUIRED AS BOTH THE FOUNDATION AND IGHL SHARE A COMMON BOARD OF DIRECTORS AND THERE IS NO DANGER OF THOSE FUNDS BEING MISAPPROPRIATED FOR A NON-EXEMPT USE. OCCASIONALLY THE IGHL FOUNDATION MAY MAKE DONATIONS TO COMMUNITY BASED ORGANIZATIONS WHICH HELP IGHL FULFILL ITS MISSION. THESE DONATIONS ARE WITHIN THE LIMITS OF THE COMPANY'S BY-LAWS. OTHER DONATIONS ARE MADE TO PROMOTE IGHL AND ITS AFFILIATE'S MISSIONS. ADDITIONALLY, DONATIONS MAY BE MADE TO ORGANIZATIONS and individuals THAT PROVIDE IGHL AND AFFILIATES NETWORKING OPPORTUNITIES DESIGNED TO CULTIVATE FUTURE DONORS. false false false false false false false false false WALTER STOCKTON CEO & President 0 613450 0 20996 0 69581 0 30827 0 45310 0 780164 0 0 MARYBETH LICHTNEGER CFO 0 400096 0 15596 0 50839 0 31070 0 29987 0 527588 0 0 DEBORAH KNEIDL CHIEF DEVELOPMENT OFFICER 0 200000 0 8160 0 30902 0 11258 0 8443 0 258763 0 0 FRANK LOMBARDI FORMER COO 0 282981 0 12804 0 67170 0 29900 0 14606 0 407461 0 0 Schedule J, Part I, Line 3: THE FOUNDATION DOES NOT COMPENSATE THE ORGANIZATION'S CEO, WALTER STOCKTON. Kinexion, AN AFFILIATE OF THE REPORTING ORGANIZATION, PAID COMPENSATION TO THE CEO. Kinexion 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 HAS WRITTEN EMPLOYMENT AGREEMENTS IN PLACE FOR HIM, WHICH OUTLINES COMPENSATION INCLUDING ALL FORMS OF WAGES AND FRINGE BENEFITS. Kinexion 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 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 2023. FORM 990, PART III, LINE 4A: THE INDEPENDENT GROUP HOME LIVING FOUNDATION, INC WAS ESTABLISHED TO RAISE FUNDS TO PRESERVE THE FUTURE OF THE INDEPENDENT GROUP HOME LIVING PROGRAM (IGHL)'S PROGRAM SERVICES. THE INDEPENDENT GROUP HOME LIVING PROGRAM HAS MADE THE PUBLIC AWARE OF THE ORGANIZATION'S NEEDS BY HOLDING SEVERAL PUBLIC FUNDRAISING EVENTS SUCH AS ANNUAL GOLF OUTING, ANNUAL APPEALS AND OTHER EFFORTS. THE FOUNDATION ALSO ORGANIZES A PLANNED GIVING PROGRAM WHICH ALLOWS DONORS' LEGACIES TO WORK ON BEHALF OF THE PEOPLE UNDER THE CARE OF IGHL IN PERPETUITY. WE INVITE MEMBERS OF THE COMMUNITY TO HELP THE INDEPENDENT GROUP HOME LIVING FOUNDATION, INC MAKE A DIFFERENCE IN THE LIVES OF THE MEN, WOMEN AND CHILDREN WHO ARE DEVELOPMENTALLY DISABLED. ALL DONATIONS THAT WERE REPORTED ON THE FOUNDATION'S RESPECTIVE AFFILIATED COMPANY (INDEPENDENT GROUP HOME LIVING PROGRAM) WERE ACTUALLY RAISED BY THE FOUNDATION ITSELF. FORM 990, PART VI, LINE 11: THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE FULL BOARD OF TRUSTEES IN EITHER PAPER OR ELECTRONIC FORM FOR DISCUSSION AND COMMENT. EACH BOARD MEMBER WAS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, LINE 12: THE IGHL FOUNDATION OPERATES UNDER THE CONFLICT OF INTEREST POLICY OF ITS PARENT ORGANIZATION, INDEPENDENT GROUP HOME LIVING PROGRAM, INC. THE POLICY AND ANNUAL DISCLOSURE FORMS ARE DISTRIBUTED TO ALL BOARD MEMBERS, OFFICERS AND MANAGEMENT STAFF. EACH INDIVIDUAL IS REQUIRED TO SIGN AND REVIEW THE DISCLOSURE FORM AND PROVIDE INFORMATION ABOUT ANY RELATIONSHIPS THEY MAY HAVE WITH IGHL, OTHER EMPLOYEES, AND/OR VENDORS THAT CONDUCT BUSINESS WITH IGHL. ALL SUBMISSIONS ARE REVIEWED BY HUMAN RESOURCES TO DETERMINE IF A CONFLICT EXISTS; WHEN A CONFLICT ARISES, THE INDIVIDUALS AFFECTED ARE PROHIBITED FROM PARTICIPATING IN THE DECISION-MAKING PROCESS RELATED TO ANY TRANSACTION OCCURRING WITH THE CONFLICTED ORGANIZATION. FORM 990, PART VI, LINE 13 & 14: INDEPENDENT GROUP HOME LIVING FOUNDATION, INC. OPERATES UNDER THE WHISTLEBLOWER AND DOCUMENT RETENTION POLICY OF ITS PARENT ORGANIZATION, INDEPENDENT GROUP HOME LIVING PROGRAM, INC ("IGHL"). FORM 990, PART VI, LINEs 15a & 15b: IGHL FOUNDATION DOES NOT COMPENSATE THE ORGANIZATION'S CEO OR OTHER OFFICER. Kinexion, AN AFFILIATE OF THE REPORTING ORGANIZATION, PAID COMPENSATION TO THE CEO and CFO/COO OF THE REPORTING ORGANIZATION - WALTER STOCKTON and MARY BETH LICHTNEGER. Kinexion HAS ESTABLISHED THE COMPENSATION OF THESE OFFICERS 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 HAS WRITTEN EMPLOYMENT AGREEMENTS IN PLACE FOR THESE INDIVIDUALS, WHICH OUTLINE COMPENSATION INCLUDING ALL FORMS OF WAGES AND FRINGE BENEFITS. Kinexion 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 ANALYSES INCLUDE 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 ANALYSES ARE PRESENTED TO THE BOARD OF DIRECTORS, WHO REVIEW THE ANALYSES 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 2023. FORM 990, PART VI, LINE 19: UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE ONLY THOSE DOCUMENTS REQUIRED TO BE DISCLOSED UNDER THE PUBLIC INSPECTION LAWS. INDEPENDENT GROUP HOME LIVING PROGAMINC 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 112458584 HEALTH CARE NY 501(c)(3) 10 KINEXION IN false KJR HOLDING INC 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 112644179 REAL ESTATE NY 501(c)(3) 12A IGHL false ANGELA'S HOUSE 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 113186856 FAMILY SVCS NY 501(c)(3) 7 KINEXION IN false ANGELA'S HOUSE FOUNDATION 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 273470531 FUNDRAISING NY 501(c)(3) 7 ANGELASHOUSE false THE NEW INTERDISCIPLINARY SCHOOL 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 112428403 EDUCATION NY 501(c)(3) 2 KINEXION IN false FRIENDS OF NIS INC 430 SILLS ROAD YAPHANK NY 11980 112988931 FUNDRAISING NY 501(c)(3) 12A NIS false IGHL CARES INC 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 113222406 EMPL. ASSTC. NY 501(c)(3) 7 IGHL false CENTER FOR DEVELOPMENTAL DISABILITIES 72 SOUTH WOODS ROAD WOODBURY NY 11797 111874383 HEALTH CARE NY 501(c)(3) 2 KINEXION IN false FAMILIES OF TWA FLIGHT 800 ASSOCIATION 30 PAR DEL RIO CLIFTON PARK NY 12065 141797923 FUNDRAISING NY 501(c)(3) 7 IGHL false NASSAU CENTER RESIDENTIAL DEV CORP 72 SOUTH WOODS ROAD WOODBURY NY 11797 112524108 RESIDENT SVCS NY 501(c)(3) 7 CDD false CENTER FOUNDATION 72 SOUTH WOODS ROAD WOODBURY NY 11797 842136656 FUNDRAISING NY 501(c)(3) 12A CDD false HEAD INJURY ASSOCIATION INC 300 KENNEDY DRIVE HAUPPAUGE NY 11788 112946185 SRVC PROVIDER NY 501(c)(3) 7 KINEXION IN false EAST END DISABILITY ASSOCIATES INC 107 ROANOKE AVENUE RIVERHEAD NY 11901 113318718 HEALTH CARE NY 501(c)(3) 7 KINEXION IN false MARYHAVEN CENTER OF HOPE 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 112861698 PRGM-DISABLED NY 501(c)(3) 10 KINEXION IN false RIVERHEAD HOSTEL HOLDING CORP 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 112499790 RENTING NY 501(c)(2) N/A MARYHAVENCTR false MARYHAVEN TRANSPORTATION SERVICES INC 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 113434776 TRANSPORTATIO NY 501(c)(3) 12A MARYHAVENCTR false CENTER OF HOPE FOUNDATION INC 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 113638367 SUPPORT ORG NY 501(c)(3) 12A MARYHAVENCTR false KINEXION INC 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 882233282 SUPPORT ORG NY 501(c)(3) 12C NA false THE CONTINUING LIFE COMMUNITY 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 473467747 FUNDRAISING NY 501(c)(3) 10 IGHL false Kinexion Medical Services PC 221 North Sunrise Service Road Manorville NY 11949 934811727 Medical Services NY KINEXION C corp 0 0 0.00000 false false true false false false false false false false false false false false true true false false true true