2016-11-14T07:09:09-06:00 2016-06-30 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990 2015-07-01 030284103 THE INSTITUE OF PROFESSIONAL PRACTICE INC INST 8022299515 PO BOX 1249 MONTPELIER VT 056011249 LOUIS GIRAMMA CEO 8022299515 2016-11-11 1 CONNIE FELLION P01875413 8026581808 2015 2017-02-10 21:41:12Z LOUIS GIRAMMA PO BOX 1249 MONTPELIER VT 056011249 73575452 0 X WWW.IPPI.ORG X 1981 VT TO PROVIDE RESIDENTIAL, DAY, VOCATIONAL, EDUCATIONAL, DIAGNOSTIC AND CONSULTING SERVICES TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES AND SERIOUS EMOTIONAL DISORDERS AND TO TRAIN INDIVIDUALS TO PROVIDE THOSE SERVICES. 9 7 1633 20 0 0 87986 88687 71217077 73172243 -19317 130873 -40235 -4133 71245511 73387670 0 0 0 0 48489178 50203733 0 0 12717 21933262 22030348 70422440 72234081 823071 1153589 21606510 22378161 13094957 12713019 8511553 9665142 X 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 4744203 5290149 DAY OPTIONS AND EMPLOYMENT SUPPORT SERVICES: IPPI PROVIDES A WIDE VARIETY OF EMPLOYMENT SUPPORTS AND COMMUNITY BASED DAY SUPPORTS OPTIONS TO ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THROUGH JOB ASSESSMENT, IDENTIFICATION, AND COACHING, VOLUNTEER OPPORTUNITIES, AND SOCIAL/EDUCATIONAL OPPORTUNITIES, INDIVIDUALS ARE WOVEN INTO THE FABRIC OF THE COMMUNITY. 43198883 47746689 RESIDENTIAL SUPPORT SERVICES: IPPI PROVIDES A VARIETY OF RESIDENTIAL SUPPORTS FOR ADULTS AND CHILDREN WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES AND MENTAL HEALTH ISSUES. INDIVIDUALS AND CHILDREN RECEIVING RESIDENTIAL SUPPORTS ARE OFFERED A WIDE VARIETY OF SERVICES INCLUDING SHARED LIVING ARRANGEMENTS, GROUP HOME SUPPORTS, AND PERMANENCY PLANNING/INTENSIVE FOSTER CARE. ALL SERVICES ARE COMMUNITY BASED AND FOCUS ON SKILLS ACQUISITION AND BEHAVIORAL CHANGE. 15582131 20135405 EDUCATIONAL SERVICES: IPPI OFFERS TWO TYPES OF EDUCATIONAL SERVICES FOR CHILDREN AGED SIX TO TWENTY-TWO. THE ORGANIZATION OPERATES TWO SELF-STANDING SPECIAL EDUCATION SCHOOLS AND PROVIDES INTENSIVE EDUCATIONAL SERVICES FOR CHILDREN WITH AN AUTISM SPECTRUM DISORDER, DEVELOPMENTAL DISABILITY AND/OR BEHAVIORAL CHALLENGES. IPPI ALSO OPERATES IN-SCHOOL EDUCATIONAL SERVICES FOR A SIMILAR POPULATION. CHILDREN RECEIVE EDUCATIONAL SERVICES THAT ARE HIGHLY INDIVIDUALIZED IN NATURE WITH THE GOAL OF RETURNING/REINTEGRATING STUDENTS TO THEIR HOME SCHOOL(S). 63525217 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 142 0 1 1633 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 LOIS NIAL CFO 8022299515 PO BOX 1249 MONTPELIER VT 05601 MICHAEL CHATER BOARD PRESIDENT 0.00 X 0 0 0 MICHAEL CURTIS BOARD VICE-PRESIDENT 0.00 X 0 0 0 HEATHER HIGDON BOARD MEMBER 0.00 X 0 0 0 MICHAEL P MCGLYNN BOARD MEMBER 0.00 X 0 0 0 JAMES BROWER BOARD MEMBER 0.00 X 0 0 0 MARI SCHAARSCHMIDT BOARD MEMBER 0.00 X 0 0 0 ELAINE J LUSSIER BOARD MEMBER 0.00 X 0 0 2400 DEBORAH DUNLAP SHENK BOARD MEMBER 0.00 X 0 0 0 MICHAEL HARTMAN BOARD MEMBER 0.00 X 0 0 0 DONNA CURTIN BOARD MEMBER 0.00 X 0 0 0 KIM M KELLY PHD VP CLINICAL SERVICES 40.00 X 177033 0 6634 LOUIS GIRAMMA CHIEF EXEC.OFFICER 40.00 X 175735 0 6634 LOIS NIAL CHIEF FINANCIAL OFFICER 40.00 X 86019 0 0 STEVE HARRIS CHIEF INFORMATION OFFICER 40.00 X 141251 0 9134 STEVE SCHUTLZ CHIEF HUMAN RESOURCES OFFICER 40.00 X 0 0 0 MELODIE J PEET MPH CT STATE DIRECTOR 40.00 X 177568 0 156 ZBIGNIEW GOLONKA PHD CT DIRECTOR OF BEHAVIOR SE 40.00 X 184003 0 4134 CHARLES L NEWFIELD PHD CT DIRECTOR OF BEHAVIOR SE 40.00 X 199741 0 6634 LINDA SCALA MS CT DIRECTOR OF HUMAN RESOU 40.00 X 156128 0 2222 TAMMY JACKSON CT PROJECT DIRECTOR 40.00 X 143887 0 1300 BARRY MORGENSTERN CT DIRECTOR OF RESEARCH 40.00 X 137631 0 4134 ROGER S STRAUSS PHD BOARD SEC/TREASURER/EXEC.P 16.00 X 43581 0 0 TIMOTHY G SULLIVAN MA FORMER NH STATE DIRECTOR 40.00 X 176523 0 3267 1799100 0 46649 23 1 1 0 DDN CONSULTING SERVICES LLC PO BOX 185010 HAMDEN CT 06518 NURSING & DIETARY SERVICES 423887 ROBIN THAPA DBA SUMMIT NH 15 COURTNEY LANE NASHUA NH 03062 DAY PROGRAM PROVIDER 391974 KERI-ANN BLACK-DEEGAN CPA 338 RIVER ST SUITE 7 MONTPELIER VT 05602 AUDITOR 220330 JAMES ZYGMONT DBA ZYG 11 PINE STREET TRUMBULL CT 06611 IT CONSULTING 164928 ALLEN CONSULTING GROUP 77 HUMMINGBIRD LANE SOUTH BURLINGTON VT 05403 TELECOMMUNICATIONS MGT. 143625 5 11553 12358 64776 1473 88687 RESIDENTIAL SUPPORT SERVICES 623000 47746688 47746688 EDUCATIONAL SERVICES 611710 20135406 20135406 DAY & EMPLOY SUPPORT SERVICES 624310 5290149 5290149 73172243 822 822 17700 21833 -4133 -4133 -4133 296000 165949 130051 130051 130051 0 11553 0 0 73387670 73298161 0 822 1403329 868288 535041 36523660 33436770 3086097 793 204938 192666 12267 5 9463582 7643877 1819537 168 2608224 2450694 157474 56 85690 4390 81291 9 289981 24114 265867 2068452 1862542 205910 11673 913 10760 566774 345692 219834 1248 937136 216127 712088 8921 3396923 2829635 566942 346 727249 645226 82023 466553 321155 145398 236846 230268 6349 229 1282268 1087558 194245 465 900508 748861 151547 100 SPECIFIC ASSISTANCE TO 7775152 7775152 PROGRAM OPERATING EXPEN 1199217 1189327 9883 7 VEHICLE EXPENSES 871439 791242 79897 300 TELEPHONE 452921 323117 129769 35 761566 537603 223928 35 72234081 63525217 8696147 12717 298925 1182835 6863793 6687895 382267 275661 25222649 12170710 13636895 13051939 19833 16044 404797 1163787 21606510 22378161 5572627 6630269 359558 437633 6678021 5153426 484751 491691 13094957 12713019 X 8505303 9612328 6250 52814 8511553 9665142 21606510 22378161 1153589 0 X X 0 1 X 1 0 X 42323217 44897063 45858957 48444773 47782755 229306765 363000 363000 42323217 44897063 45858957 48444773 48145755 229669765 229669765 42859 43803 31696 15506 18522 152386 -41745 20713 -41159 -30611 -92802 229729349 0.99970 0.99960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3756319 3756319 17808701 10129860 7678841 83424 36030 47394 3574205 2004820 1569385 13051939 REPLACEMENT RESERVE FOR HOME IN MARYLAND 45092 SECURITY DEPOSITS ON RENTED SPACE 101977 SECURITY DEPOSITS ON VEHICLE RENTALS & EQUIPMENT 37848 DEPOSIT TO SECURE WORKERS COMP COVERAGE 340000 DEPOSIT HELD BY STATE UNEMPLOYMENT TRUST 603764 DEPOSIT FOR REAL ESTATE PURCHASE 1760 FUNDS HELD FOR RESIDENTS 25034 ADVANCE TO IN-HOME PROVIDERS 8062 DEPOSIT ON HOTEL RENTAL 250 1163787 ACCRUED POSTRETIREMENT HEALTH BENEFITS 491691 491691 X 73772503 363000 21833 384833 73387670 0 73387670 72618914 363000 21833 384833 72234081 0 72234081 PART X, LINE 2: FASB ASC 740, INCOME TAXES, REQUIRES ENTITIES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTY IN THEIR TAX POSITIONS. FOR TAX EXEMPT ENTITIES, TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, AS EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX EXEMPT STATUS. MANAGEMENT BELIEVES THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR THE TAX YEARS ENDED JUNE 30, 2015, 2014, AND 2013. SCHEDULE D, PART XI, LINE 2D - OTHER VARIOUS RENTAL EXPENSES FROM FORM 990, PART VIII, LINE 6B OF $21,833 ARE SHOWN AS EXPENSES ON THE AUDIT AND ARE REQUIRED TO REDUCE RENTAL REVENUE ON THE FORM 990. SCHEDULE D, PART XII, LINE 2D - OTHER EXPENSES OF $21,833 ATTRIBUTABLE TO GROSS RENTS ARE DEDUCTED IN STATEMENT OF REVENUE, PART VIII, LINE 6D AND THEREFORE ARE NOT SHOWN IN PART IX STATEMENT OF FUNCTIONAL EXPENSES WHERE THEY ARE SHOWN IN THE AUDIT. X 0 1 X 1 0 0 0 0 0 0 0 0 KIM M KELLY PHD VP CLINICAL SERVICES 167915 0 0 0 9118 0 3420 0 6634 0 187087 0 0 0 LOUIS GIRAMMA CHIEF EXEC.OFFICER 163308 0 0 0 12427 0 2666 0 6634 0 185035 0 0 0 STEVE HARRIS CHIEF INFORMATION OFFICER 138083 0 0 0 3168 0 234 0 9134 0 150619 0 0 0 MELODIE J PEET MPH CT STATE DIRECTOR 171634 0 0 0 5934 0 2423 0 156 0 180147 0 0 0 ZBIGNIEW GOLONKA PHD CT DIRECTOR OF BEHAVIOR SE 180231 0 2482 0 1290 0 3364 0 4134 0 191501 0 0 0 CHARLES L NEWFIELD PHD CT DIRECTOR OF BEHAVIOR SE 195903 0 2548 0 1290 0 2706 0 6634 0 209081 0 0 0 LINDA SCALA MS CT DIRECTOR OF HUMAN RESOU 152298 0 2638 0 1192 0 1641 0 2222 0 159991 0 0 0 ROGER S STRAUSS PHD BOARD SEC/TREASURER/EXEC.P 39818 0 0 0 3763 0 0 0 0 0 43581 0 0 0 TIMOTHY G SULLIVAN MA FORMER NH STATE DIRECTOR 70498 0 0 0 106025 0 2117 0 3267 0 181907 0 0 0 PART I, 1A. PAYMENTS FOR BUSINESS USE OF PERSONAL RESIDENCE THE VP OF CLINICAL SERVICES MAINTAINS AN OFFICE USED EXCLUSIVELY FOR IPPI BUSINESS IN HER PERSONAL RESIDENCE. IPPI PAYS FOR INSURANCE COVERAGE FOR THE OFFICE SPACE AND FOR A SEPARATE TELEPHONE LINE FOR BUSINESS PURPOSES. IPPI ALSO PROVIDES EQUIPMENT SUCH AS COMPUTER, PHONE SYSTEM, AND FAX FOR THE OFFICE. PART I, LINE 4 SEVERANCE PAYMENTS A FORMER STATE DIRECTOR RECEIVED COMPENSATION UNDER A SEVERANCE AGREEMENT. HE DID NOT RECEIVE ANY PAYMENTS FOR A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OR AN EQUITY- BASED COMPENSATION. AMERICAN PROPERTY MAINTENANCE LLC STATE DIRECTOR'S BROTHER-IN-LAW 251784 PROPERTY MAINTENANCE SERVICES 0 PART IV: LINE 4: LOBBYING ACTIVITIES THE INSTITUTE ITSELF DOES NOT ENGAGE IN LOBBYING ACTIVITIES. HOWEVER, THE INSTITUTE DOES BELONG TO A NATIONAL ORGANIZATION THAT DOES LOBBY ON BEHALF OF OUR CLIENT POPULATION. THE PORTION OF DUES ALLOCABLE TO LOBBYING IN FY2016 IS $422. 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. FORM 990, PART VI, SECTION B, LINE 11 MEMBERS OF THE BOARD OF DIRECTORS RECEIVE AND APPROVE THE FORM 990 IN ADVANCE OF FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS THE PERFORMANCE AND SETS THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THE CEO REVIEWS PERFORMANCE AND RECOMMENDS COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES. RECOMMENDATIONS FOR EMPLOYEE PAY INCREASES FOR THOSE EARNING $100,000 AND UP REQUIRE ADVANCE BOARD APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. PART XI, LINE 2C IPPI SENT THE CURRENT YEARS AUDIT OUT TO BID. THE BOARD OF DIRECTORS TASKED A COMMITTEE TO REVIEW AND SCREEN BIDS. THE COMMITTEE PRESENTED THREE FINALISTS TO THE BOARD OF DIRECTORS WHO VOTED FOR THE SELECTED AUDIT FIRM.