2022-09-12T13:10:36-05:00 2021-12-31 351476702 BRADY WARE & SCHOENFELD INC 3 EASTON OVAL SUITE 300 COLUMBUS OH 43219 990 2021-01-01 310856399 TOWARD INDEPENDENCE INC TOWA 9373763996 81 E MAIN ST XENIA OH 45385 DR SHASHI SHARMA BOARD CHAIR 9373763996 2022-09-07 1 DR SHASHI SHARMA 999009999 MELESSA L BEHYMER P01380154 6148857407 2022-09-07 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DR SHASHI SHARMA 81 E MAIN ST XENIA OH 45385 21099606 0 X WWW.TI-INC.ORG X 1975 OH TO EMPOWER PEOPLE WITH DEVELOPMENTAL DISABILITIES TO EXPERIENCE THE FULLEST LIFE POSSIBLE BY PROVIDING PERSON-CENTERED SUPPORTS WHICH ENABLE THEM TO INTEGRATE INTO A VARIETY OF SETTINGS WITHIN THEIR COMMUNITY 10 10 476 3 0 0 1054448 2902693 16257083 15391924 142055 294563 2060066 173815 19513652 18762995 0 0 0 0 13059248 13237141 0 0 38925 2825949 2999130 15885197 16236271 3628455 2526724 16072501 16397880 4384988 2214722 11687513 14183158 TO EMPOWER PEOPLE WITH DEVELOPMENTAL DISABILITIES TO EXPERIENCE THE FULLEST LIFE POSSIBLE BY PROVIDING PERSON-CENTERED SUPPORTS WHICH ENABLE THEM TO INTEGRATE INTO A VARIETY OF SETTINGS WITHIN THEIR COMMUNITY 0 0 13683228 15461186 WE CURRENTLY SERVE OVER 192 INDIVIDUALS IN DARKE, GREENE, HAMILTON, BUTLER, MIAMI AND MONTGOMERY COUNTIES PROVIDING A FULL RANGE OF SERVICES AND SUPPORT PROGRAMS FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 13683228 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 476 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X DR SHASHI SHARMA 9373763996 81 EAST MAIN STREET XENIA OH 45385 DR SHASHI SHARMA CHAIR 2.00 X X 0 0 0 DR MARY ROSE ZINK VICE CHAIR 2.00 X X 0 0 0 JAN YOUNG SECRETARY 2.00 X X 0 0 0 KATHY RENTZ TREASURER 2.00 X X 0 0 0 ANNE GERARD MEMBER 2.00 X 0 0 0 DR JULIE GENTILE BOARD MEMBER EMERITUS 2.00 X 0 0 0 SAKUL GUPTA MEMBER 2.00 X 0 0 0 PAUL OSTERFELD MEMBER 2.00 X 0 0 0 ADAM WEBBER MEMBER 2.00 X 0 0 0 RAKESH GUPTA MEMBER 2.00 X 0 0 0 ROBERT NOVAK MEMBER 2.00 X 0 0 0 MARK SCHLATER CHIEF EXECUTIVE 40.00 X 221250 0 25920 JOSEPH HARMON CHIEF OPERATIONS OFFICER 40.00 X 109808 0 27632 331058 0 53552 2 0 1 0 0 10931 1981600 910162 2902693 PROGRAM SERVICE REVENUE 623000 15391924 15391924 15391924 199809 199809 2414173 3050 2321681 788 92492 2262 94754 94754 28465 10931 14142 14323 14323 MISCELLANEOUS INCOME 623000 115934 115934 DEBT FORGIVENESS 623000 31600 31600 WORKER'S COMP REFUND 623000 11958 11958 159492 18762995 15646170 0 214132 384610 384610 10666425 10048896 617529 1075411 857647 217764 1110695 1043080 67615 13304 13304 176834 14700 162134 53150 53150 399643 181286 218357 40752 40752 75507 11941 63388 178 421350 315820 105530 128400 97520 30685 195 43030 2745 40285 376964 231148 145064 752 120330 119759 571 ODM FACILITY ASSESSMENT 286907 286907 0 FOOD 210646 205146 5500 COMMUNICATIONS 126612 16888 109657 67 CONSUMER EXPENSES & SUP 101152 98599 2553 424549 270905 116482 37162 16236271 13683228 2514118 38925 5742158 3421175 921936 2327910 1169044 149418 161223 8416733 4034757 3782060 4381976 3505493 6107554 1111 833 564351 234139 16072501 16397880 1171042 1262497 277262 211192 2936684 741033 4384988 2214722 X 11401806 13835679 285707 347479 11687513 14183158 16072501 16397880 2526724 -31079 0 X X 0 1 X 1 0 X 141016 331298 168494 1054448 2902692 4597948 13366678 14122594 14760526 16257083 15391924 73898805 13507694 14453892 14929020 17311531 18294616 78496753 0 0 0 78496753 102463 88332 108782 90314 199809 589700 102463 88332 108782 90314 199809 589700 13610157 14542224 15037802 17401845 18494425 79086453 0.99250 0.99310 0.00750 0.00690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 226375 226375 1352071 392711 959360 3789129 1251132 2537997 933978 737075 196903 2115180 1653839 461341 4381976 X 18692908 -31079 14142 -16937 18709845 53150 53150 18762995 16197263 14142 14142 16183121 53150 53150 16236271 PART IV, LINE 2B: RESIDENT SOCIAL SECURITY ADMINISTRATION FUNDS ARE CONSIDERED RESTRICTED CASH AND ARE MAINTAINED IN SEPARATE ACCOUNTS AS REQUIRED BY THE SOCIAL SECURITY ADMINISTRATION AND OHIO DEPARTMENT OF DEVELOPMENTAL DISABILITIES (DODD) ON BEHALF OF MEDICAID RECIPIENTS. PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE THE EVALUATION OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURNS, TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THIS STATEMENT PROVIDES THAT A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-LIKELY-THAN-NOT" THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. NO SIGNIFICANT UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31, 2021. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE ORGANIZATION'S EXEMPT STATUS IN JEOPARDY, AS OF DECEMBER 31, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 14,142. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 14,142. ART AND SOUL 10931 10931 500 1800 3902 GOLF OUTING 28465 28465 6105 1835 39396 10931 28465 500 1800 6105 5737 14142 14323 0 0 0 0 0 0 0 0 0 MARK SCHLATER CHIEF EXECUTIVE 221250 0 0 0 0 0 0 0 25920 0 247170 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE MEMBERS THEN REVIEW THE FORM FOR ACCURACY AND COMPLETENESS AND COMMUNICATES ANY REQUIRED CHANGES TO MANAGEMENT. ONCE THE RETURN HAS THE APPROVAL OF THE BOARD, IT IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS THE BOARD OF DIRECTORS REQUIRES A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO BE COMPLETED BY ALL BOARD DIRECTORS AND KEY PERSONNEL. ANY POTENTIAL IDENTIFIED CONFLICTS ARE DISCUSSED BY THE BOARD AND EXECUTIVE DIRECTOR AND DETERMINATIONS ARE MADE FROM THERE. THE EXECUTIVE DIRECTOR DISCLOSES TO THE BOARD ANY PERSONAL POTENTIAL CONFLICTS AND THE EXECUTIVE DIRECTOR REVIEWS THE KEY STAFF AND THEIR RESPECTIVE PERFORMANCE AND DUTIES THAT MAY LEAD TO CONFLICTS AND ADDRESSES THE ISSUE WHEN APPARENT. THE CORPORATION EXPECTS DIRECTORS, OFFICERS, AND STAFF TO ACT AT ALL TIMES WITH LOYALTY TO THE ORGANIZATION AND TO MAINTAIN THE HIGHTEST STANDARDS OF ETHICS, BOTH IN FACT AND IN APPEARANCE. FORM 990, PART VI, SECTION B, LINE 15A IN PREPARATION FOR HIRING, THE BOARD OF DIRECTORS AND THE ORGANIZATION HUMAN RESOURCES MANAGER RESEARCHED THE POSITION AND RELATED COMPENSATION FOR THE EXECUTIVE DIRECTOR VIA SURVEY OF RELATED AND SIMILAR ORGANIZATIONS PROFESSIONAL COMPENSATION SALARY AS CONDUCTED BY THE OHIO PROVIDER RESOURCE ASSOCIATION (OPRA), AND BY REVIEW OF THE CANDIDATES' CREDENTIALS, EXPERIENCE, AND SALARY HISTORY. A PANEL OF BOARD DIRECTORS CONDUCTED THE INTERVIEW, OBTAINED REFERENCE MATERIAL, AND DELIBERATED THE DECISION TO HIRE WITH COMPENSATION PACKAGE. THE EXECUTIVE DIRECTOR RECEIVES A PERFORMANCE EVALUATION ANNUALLY AND AT THAT TIME THE COMPENSATION PACKAGE IS REVIEWED AND VOTED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION IS INCORPORATED IN THE STATE OF OHIO AS A NON-PROFIT CORPORATION. THE STATE HAS RECORD OF THE FILING AND RELATED DOCUMENTATION. ACCESS TO BOARD POLICIES AND RECORDS SHALL BE GIVEN TO SUCH LOCAL, STATE, OR FEDRERAL ENTITIES THAT MAY PROVIDE OVERSIGHT OF SERVICES PROVIDED BY THE CORPORATION. ON AN ANNUAL BASIS A FORM 990 IS COMPLETED AND FILED WITH THE FEDERAL GOVERNMENT WHICH IS A MATTER OF PUBLIC RECORD. THE ORGANIZATION IS IN COMPLIANCE WITH REGULATIONS AND LAWS AND MAKES APPROPRIATE REQUIRED RECORDS AVAILABLE FOR REVIEW UPON REQUEST. AN ANNUAL REPORT REFLECTING PROGRAMMATIC AND FINANCIAL INFORMATION FOR THE PREVIOUS CALENDAR YEAR IS PRODUCED AND AVAILABLE OR THE PUBLIC. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED.