2022-03-21T15:17:32-05:00 2021-06-30 BKD LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2020-07-01 261392721 ENVISION INC % MICHAEL MONTEFERRANTE ENVI 3162672244 610 N MAIN 4TH FLOOR WICHITA KS 67203 MARK EATON CFO 3162672244 2021-11-15 true MARK EATON 999009999 SHAWNELL LINOT P01663908 3162652811 2 2020 2022-09-23 18:48:47Z MICHAEL MONTEFERRANTE 610 N MAIN 4TH FLOOR WICHITA KS 67203 26023535 false X WWW.ENVISIONUS.COM X 2007 KS SEE SCHEDULE O. 12 11 63 15 6215 5006 1654416 0 1114375 443568 571638 515653 193515 116347 3533944 1075568 0 0 0 0 6722671 6972689 0 0 0 -2929672 -2979351 3792999 3993338 -259055 -2917770 90283992 113455758 21475998 31707696 68807994 81748062 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 6691299 0 456243 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. 20353 0 74348 ENVISION CONFERENCE: AN ANNUAL MULTIDISCIPLINARY CONFERENCE FOR LOW-VISION PROFESSIONALS IN OPTOMETRY, REHABILITATION AND RESEARCH. 6711652 true false false true false false false false false false true true false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 33 0 true 63 true true true false false false false false false false false false false false X 12 11 false false false false false false false true true false false true true true true true true true true false X MICHAEL MONTEFERRANTE 3162672244 610 N MAIN 4TH FLOOR WICHITA KS 67203 X MICHAEL MONTEFERRANTE CEO/DIRECTOR/OFFICER 10.0 30.0 X X 622124 0 65131 MARK EATON CFO/OFFICER/TREASURER 10.0 30.0 X 315611 0 40512 TROY MCKISSICK CONTROLLER 10.0 30.0 X 190512 0 33914 JOEL LEFTWICH EXECUTIVE DIRECTOR, WIC 40.0 0.0 X 177882 0 16697 CARRIE PERRY SR. DIRECTOR OF HR 40.0 0.0 X 124108 0 31292 TAREN POPE DIRECTOR OF IT 40.0 0.0 X 135765 0 5213 ANTHONY SITES ASSISTANT CONTROLLER 10.0 30.0 X 107570 0 24741 SAM WILLIAMS CHAIRMAN/DIRECTOR 1.0 0.0 X 0 0 0 ALBERT DENNY DIRECTOR 1.0 0.0 X 0 0 0 GREG KLENDA VICE CHAIR/DIRECTOR 1.0 0.0 X 0 0 0 BOB RING DIRECTOR 1.0 0.0 X 0 0 0 JOSEPH SULLIVAN DIRECTOR 1.0 0.0 X 0 0 0 JEFF RONEN SECRETARY/DIRECTOR 1.0 6.0 X X 0 0 0 CARLA POWERS DIRECTOR 1.0 0.0 X 0 0 0 JEFF MCDOWELL DIRECTOR 1.0 0.0 X 0 0 0 LINDA LAM DIRECTOR 1.0 0.0 X 0 0 0 KATHY SCHLEIN DIRECTOR 1.0 0.0 X 0 0 0 WENDY CROSSMAN DIRECTOR 1.0 0.0 X 0 0 0 1673572 0 217500 7 false true false BKD LLP 1551 N WATERFRONT PARKWAY SUITE 3 WICHITA KS 67206 AUDIT/TAX 277658 RONALD ALAN SCHUCHARD 610 N MAIN WICHITA KS 67203 CONSULTING SERVICES 120584 SPANGENBERG PHILLIPS TICE ARCHITECT 121 N MEAD SUITE 201 WICHITA KS 67202 ARCH DESIGN 145613 HIGH PERFORMANCE RESOURCES 2591 LAKESIDE PARKWAY SUITE 200 FLOWER MOUND TX 75022 CONSULTING SERVICES 110000 BKD TECHNOLOGIES 1551 N WATERFRONT PARKWAY SUITE 30 WICHITA KS 67206 IT CONSULTING SVCS 434113 6 0 ENVISION CONFERENCES 900099 74347 74347 ENVISION UNIVERSITY 900099 11475 11475 Workforce Innovation Center 900099 81711 81711 Envision Research Institute 900099 276035 276035 443568 1134395 1134395 0 0 155726 126402 29324 0 29324 6215 23109 24202823 24821565 -618742 -618742 -618742 0 0 0 0 0 0 0 0 0 TRANSPORTATION REVENUE 485000 16043 16043 All Other Misc Revenue 900099 70980 70980 70980 70980 87023 1075568 530591 6215 538762 0 0 0 0 1031599 1031599 0 3388658 1520561 1868097 1752016 1691119 60897 517207 235642 281565 283209 80396 202813 0 412659 169875 242784 0 9260 9260 0 393606 393606 927468 783747 143721 0 81790 81377 413 247449 199656 47793 1847969 511356 1336613 0 439798 334074 105724 69698 44116 25582 0 57414 11800 45614 0 0 1840317 359281 1481036 119700 105244 14456 OVERHEAD ALLOCATION -10286905 0 -10286905 0 EMPLOYEE RECRUIT & RETENTION 95745 91304 4441 0 MARKETING & DEVELOPMENT 223720 13965 209755 0 EDUCATIONAL PROGRAM EXPENSE 41704 24485 17219 0 499257 453654 45603 3993338 6711652 -2718314 0 -800062 3574974 10267000 8051000 0 0 17816 46330 0 0 0 0 0 0 0 0 445011 601378 24997119 9558519 15869297 15438600 58123433 77808759 6361497 7934717 0 0 0 0 0 0 90283992 113455758 2687164 3238559 0 0 640 600 0 0 0 0 0 0 0 0 0 0 18788194 28468537 21475998 31707696 X 68807994 81748062 0 0 68807994 81748062 90283992 113455758 -2917770 15857838 X false true X true false X X 5 ENVISION VISION REHABILITATION CENTER INC 261274076 10 true 0 0 ENVISION FOUNDATION INC 203874095 7 true 0 0 ENVISION INDUSTRIES INC 480543705 10 true 0 0 ENVISION XPRESS INC 481250487 10 true 0 0 ENVISION DALLAS LIGHTHOUSE FOUNDATION 831105720 7 true 0 0 5 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 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 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 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. X false false false false false true 9260 false false false 9260 false false SCHEDULE C, PART II-B, LINE 1F AMOUNTS GIVEN ARE DEDICATED TO GENERAL LOBBYING PURPOSES. 12988307 3400231 9588076 11203967 6158288 5045679 804845 804845 15438600 ALTERNATIVE INVESTMENTS 7934717 C 7934717 0 INTERCOMPANY PAYABLES 28468537 28468537 SCHEDULE D, PART X, LINE 2 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. X X true true X X X false false false false false false false false false MICHAEL MONTEFERRANTE CEO/DIRECTOR/OFFICER 325000 0 290092 0 7032 0 47650 0 17481 0 687255 0 0 0 MARK EATON CFO/OFFICER/TREASURER 249027 0 65000 0 1584 0 34050 0 6462 0 356123 0 0 0 JOEL LEFTWICH EXECUTIVE DIRECTOR, WIC 162812 0 2500 0 12570 0 0 0 16697 0 194579 0 0 0 TROY MCKISSICK CONTROLLER 169464 0 20500 0 548 0 22338 0 11576 0 224426 0 0 0 CARRIE PERRY SR. DIRECTOR OF HR 113469 0 10500 0 139 0 13887 0 17405 0 155400 0 0 0 SCHEDULE J, PART I, LINE 1A 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 I, LINE 1 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. FORM 990, PART VI, SECTION B, LINE 11B 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, SECTION B, LINE 12C 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, SECTION B, LINE 15A 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. COMMITTEE WILL DETERMINE THE TOTAL COMPENSATION PACKAGE FOR THE CEO. THE CEO SHALL ADMINISTER THE SALARIES AND INCENTIVE PAYMENTS FOR OTHER EXCUTIVES 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, SECTION C, LINE 19 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 IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:492266 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACT SERVICES TOTAL FEES:355198 FORM 990 PART IX LINE 11G DESCRIPTION:PROCESSING FEES TOTAL FEES:80004 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:MEALS & ENTERTAINMENT TOTAL EXPENSES:59934 PROGRAM SERVICES:52754 MANAGEMENT AND GENERAL:7180 FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:ERI FELLOWS EXPENSES TOTAL EXPENSES:235230 PROGRAM SERVICES:235230 MANAGEMENT AND GENERAL:FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:ALL OTHER EXPENSES TOTAL EXPENSES:204093 PROGRAM SERVICES:165670 MANAGEMENT AND GENERAL:38423 FUNDRAISING: 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 610 N MAIN 2ND FLOOR WICHITA KS 67203 261274076 REHAB SERVICE KS 501(C)(3) 10 ENVISION INC true ENVISION FOUNDATION INC 610 N MAIN 4TH FLOOR WICHITA KS 67203 203874095 SUPPORT KS 501(C)(3) 7 ENVISION INC true DALLAS LIGHTHOUSE FOR THE BLIND INC 4306 CAPITOL AVENUE DALLAS TX 75204 750968301 EMPLOYMENT TX 501(C)(3) 12A ENVISION INC true ENVISION DALLAS LIGHTHOUSE FOUNDATION 610 N MAIN WICHITA KS 67203 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 CORP 0 0 0.00000 true ENVISION SUPPLY SOURCE INC 610 NORTH MAIN STREET WICHITA KS 67203 465197867 ONLINE SUPPLY CO. 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