2024-05-13T09:40:16-05:00 2023-06-30 341897225 HILL BARTH & KING LLC 100 PINEWOOD LANE SUITE 201 WARRENDALE PA 15086 990 2022-07-01 272934090 INVISION HUMAN SERVICES INVI 7249335100 12450 PERRY HIGHWAY WEXFORD PA 15090 RAYMOND HERRON CHIEF FINANCIAL OFFICER 7249335100 2024-05-10 1 RAYMOND HERRON 999009999 1 TIMOTHY GAGEN P01939333 7249345300 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RUTH SIEGFRIED 12450 PERRY HIGHWAY WEXFORD PA 15090 7588200 0 X WWW.INVISIONHS.ORG X 2010 PA SEE SCHEDULE O FOR THE ORGANIZATION'S SIGNIFICANT ACTIVITIES. 8 7 51 7 0 0 399567 20000 6687049 7220001 0 0 338111 348199 7424727 7588200 0 0 0 0 4956644 5489301 0 0 201946 2126011 2716225 7082655 8205526 342072 -617326 7180461 6675817 4072727 4102800 3107734 2573017 TO PROVIDE INNOVATIVE LEADERSHIP, MANAGEMENT, AND GOVERNANCE TO THE INVISION HUMAN SERVICES FAMILY OF COMPANIES AND ITS BUSINESS PARTNERS SO THEY MAY PASSIONATELY AND SUCCESSFULLY PURSUE THEIR SPECIFIC MISSIONS. 0 0 7220001 THE ORGANIZATION PROVIDES MANAGERIAL AND ADMINISTRATIVE SERVICES FOR ITS SUBSIDIARIES. REFER TO SCHEDULE R FOR THE ENTITIES IT SUPPORTS. 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 1 X 0 0 1 51 1 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X RAYMOND HERRON 7249335100 12450 PERRY HIGHWAY WEXFORD PA 15090 RUTH SIEGFRIED FOUNDER AND PRESIDENT 40.00 3.00 X X 433637 0 271877 JOANNE FASCIO CHAIR 1.00 2.00 X X 0 0 0 LINDA HUMPHREYS VICE CHAIR 1.00 0.25 X X 0 0 0 JOHN PFAB MEMBER 1.00 1.00 X 0 0 0 MARYJO ALIMENA-CARUSO MEMBER 1.00 1.00 X 0 0 0 BRIANNA TOTTY MEMBER 1.00 1.00 X 0 0 0 LISA GRUBLIS MEMBER 1.00 1.00 X 0 0 0 AMANDA THOMAS MEMBER 1.00 1.00 X 0 0 0 DEB HYATT-BURKHART COO 40.00 3.00 X 64615 0 6505 RAYMOND HERRON CFO 40.00 3.00 X 35745 0 543 KIMBERLY LOVE CEO 10.00 32.00 X 364511 0 68252 GARY BLUMENTHAL VP OF GOVERNMENT RELATIONS 40.00 1.00 X 220192 0 19451 RACHEL MURPHY CORPORATE LIAISON 40.00 1.00 X 120999 0 25706 AARON BORCHERT DIRECTOR, MARKETING 40.00 1.00 X 120230 0 26261 SHAWN RYAN VP OF FINANCE, FORMER 40.00 2.00 X 193400 0 31177 JOSEPH WITUCKI CAO, FORMER 40.00 3.00 X 375243 0 82361 DAVID MATHEWS DIRECTOR, CORPORATE COMPLIANCE, FORMER 40.00 1.00 X 140035 0 14305 ANN FELTER VP INVISION FOUNDATION, FORMER 40.00 1.00 X 124500 0 13428 2193107 0 559866 9 1 1 0 0 20000 20000 SEE SCHEDULE O 561000 7220001 7220001 7220001 348199 0 348199 348199 348199 7588200 7568200 0 0 4591027 4435715 155312 118019 118019 509741 472121 37620 270514 270514 3586 3586 62585 62585 320349 320349 48206 48206 88749 88749 990087 990087 37846 37344 502 37553 37553 5511 5511 169635 169635 332568 329387 3181 71653 71653 MISCELLANEOUS PERSONNEL 248582 247163 1419 REPAIRS & MAINTENANCE 83487 83222 265 PURCHASED SERVICES 69913 69913 COMMUNICATIONS 60362 59239 1123 85553 83029 2524 8205526 0 8003580 201946 19914 128174 5324 10897 403333 513333 213888 170990 5931783 1832688 4430162 4099095 250000 250000 13883 12379 1843957 1490949 7180461 6675817 642758 541203 2588458 2416208 841511 1145389 4072727 4102800 X 3104482 2569305 3252 3712 3107734 2573017 7180461 6675817 X -617326 81954 655 X 0 1 X 1 0 X X X 1 INVISION CUSTOMIZED SERVICES 251701328 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3: RUTH SIEGFRIED IS PRESIDENT OF INVISION HUMAN SERVICES AND A BOARD MEMBER OF INVISION CUSTOMIZED SERVICES. PART IV, SECTION E, LINE 3A: THE BOARD OF DIRECTORS OF INVISION HUMAN SERVICES APPROVES THE APPOINTMENT OF ALL BOARD MEMBERS FOR INVISION CUSTOMIZED SERVICES. PART IV, SECTION E, LINE 3B: RUTH SIEGFRIED IS PRESIDENT OF INVISION HUMAN SERVICES AND A BOARD MEMBER OF INVISION CUSTOMIZED SERVICES. SUPPLEMENTAL INFORMATION CONTRIBUTIONS AND GRANTS AWARDED TO INVISION RELATED ORGANIZATIONS ARE RECOGNIZED AS CONTRIBUTIONS BY INVISION FOUNDATION AS TEMPORARILY RESTRICTED CONTRIBUTIONS UNDER THE GOVERNANCE OF THE FOUNDATION'S BOARD. UPON DETERMINING THE RELATED INVISION ORGANIZATION SATISFIED THE APPLICABLE RESTRICTIONS, THE FOUNDATION BOARD APPROVES THE RELEASE FROM RESTRICTION AND REMITS THE FUNDS TO THE RECIPIENT RELATED INVISION ORGANIZATION. THIS TREATMENT IS CONSISTENT WITH THE ORGANIZATION'S GAAP FINANCIAL REPORTING AND CONCLUSIONS THAT THE FOUNDATION IS AN INSTITUTIONALLY-RELATED FOUNDATION THAT EXISTS TO RAISE, HOLD, AND INVEST RESOURCES FOR RELATED INVISION SERVICE PROVIDER AND OTHER THIRD PARTY ENTITIES. SCHEDULE A REFLECTS THE REMITTANCES MADE FROM THE FOUNDATION TO THE ORGANIZATION AS CONTRIBUTION REVENUE FOR PURPOSES OF PUBLIC SUPPORT TESTING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 1 11010 1 22019 1 33029 0 1 132115 1 11010 1 11010 220193 0 714000 714000 3281489 568735 2712754 1360233 737674 622559 513879 465192 48687 62182 61087 1095 4099095 INTEREST IN NET ASSETS OF INVISION FOUNDATION 3712 RECEIVABLE FROM INVISION CUSTOMIZED SERVICES 6439 RECEIVABLE FROM INVISION INTEGRATED BEHAVIORAL HEALTH 460409 RESTRICTED INVESTMENTS FOR DEFERRED COMPENSATION 1020389 1490949 CAPITAL COMMITMENT PAYABLE 125000 DEFERRED COMPENSATION 1020389 1145389 7670809 81954 655 82609 7588200 0 7588200 8205526 0 8205526 0 8205526 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN THE NET ASSETS OF INVISION FOUNDATION 460. TRANSFER OF NET ASSETS RELEASED FROM RESTRICTION BY INVISION FOUNDATION 195. SUPPLEMENTAL INFORMATION: CONTRIBUTIONS AND GRANTS AWARDED TO INVISION RELATED ORGANIZATIONS ARE RECOGNIZED AS CONTRIBUTIONS BY INVISION FOUNDATION AS TEMPORARILY RESTRICTED CONTRIBUTIONS UNDER THE GOVERNANCE OF THE FOUNDATION'S BOARD. UPON DETERMINING THE RELATED INVISION ORGANIZATION SATISFIED THE APPLICABLE RESTRICTIONS, THE FOUNDATION BOARD APPROVES THE RELEASE FROM RESTRICTION AND REMITS THE FUNDS TO THE RECIPIENT RELATED INVISION ORGANIZATION. THIS TREATMENT IS CONSISTENT WITH THE ORGANIZATION'S GAAP FINANCIAL REPORTING AND CONCLUSIONS THAT THE FOUNDATION IS AN INSTITUTIONALLY-RELATED FOUNDATION THAT EXISTS TO RAISE, HOLD, AND INVEST RESOURCES FOR RELATED INVISION SERVICE PROVIDER AND OTHER THIRD PARTY ENTITIES. X X X X X X 0 0 0 0 0 0 0 0 0 RUTH SIEGFRIED FOUNDER AND PRESIDENT 433637 0 0 0 0 0 262079 0 9798 0 705514 0 0 0 JOSEPH WITUCKI CAO, FORMER 375243 0 0 0 0 0 58228 0 24133 0 457604 0 0 0 KIMBERLY LOVE CEO 364511 0 0 0 0 0 48568 0 19684 0 432763 0 0 0 GARY BLUMENTHAL VP OF GOVERNMENT RELATIONS 220192 0 0 0 0 0 16138 0 3313 0 239643 0 0 0 SHAWN RYAN VP OF FINANCE, FORMER 193400 0 0 0 0 0 7736 0 23441 0 224577 0 0 0 DAVID MATHEWS DIRECTOR, CORPORATE COMPLIANCE, FORM 140035 0 0 0 0 0 5602 0 8703 0 154340 0 0 0 ANN FELTER VP INVISION FOUNDATION, FORMER 124500 0 0 0 0 0 4692 0 8736 0 137928 0 0 0 RUTH SIEGFRIED FOUNDER AND PRESIDENT LIFE INSURANCE POLICY PREMIUMS FOR THE CEO ADVANCED BY THE ORGANIZATION X 55000 513333 0 1 1 513333 FORTE MARKETING & PR LLC SIBLING OF PRESIDENT 45000 COMMUNICATION & COMMUNITY EDUCATION 0 FORM 990, PART I, LINE 1 DESCRIPTION OF ORGANIZATION MISSION: INVISION HUMAN SERVICES (IHS) IS A PARENT COMPANY, WHICH WAS ESTABILISHED TO BE A FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION FOR THE INVISION FAMILY OF COMPANIES PROVIDING PRODUCTS AND SERVICES DESIGNED TO TRANSFORM THE LIVES OF PEOPLE WITH INTELLECTUAL, PHYSICAL, NEUROLOGICAL AND OTHER DISABILITIES WHO ARE EXPERIENCING SIGNIFICANT LIFE CHALLENGES. REFER TO SCHEDULE R FOR ACTIVITIES BETWEEN IHS AND ITS SUPPORTED ORGANIZATIONS. FORM 990, PART V, LINE1A THE INDEPENDENT CONTRACTORS REPORTED WERE PAID THROUGH A RELATED TAX-EXEMPT ENTITY WHICH IN TURN ISSUED THE 1099S TO THESE CONTRACTORS. HOWEVER, THE ORGANIZATION REIMBURSED THE RELATED ENTITY THROUGH INTERCOMPANY ACCOUNTS AND AS SUCH IS DISCLOSING THESE AMOUNTS. FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE ORGANIZATION'S SENIOR MANAGEMENT HAVE REVIEWED THE FORM 990 PRIOR TO ITS FILING. IT WILL BE MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW AT THE NEXT SUBSEQUENT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF INTEREST, AS SPECIFIED IN BOARD POLICIES AND PROCEDURES. THE GOVERNANCE COMMITTEE OF THE BOARD IS CHARGED WITH MONITORING AND ENFORCING COMPLIANCE WITH THESE POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS OF THE ORGANIZATION REVIEWS AND APPROVES COMPENSATION FOR THE CEO BASED ON RESEARCH AND RECOMMENDATIONS OF THE BOARD'S COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE RESEARCHES SALARY INFORMATION THROUGH A VARIETY OF MEANS UTILIZING SALARY INFORMATION AVAILABLE FOR COMPARABLE NON-PROFIT ORGANIZATIONS, THROUGH AVAILABLE SURVEYS AND STUDIES AND INDEPENDENT COMPENSATION CONSULTANTS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 460. TRANSFER OF NET ASSETS RELEASED FROM RESTRICTION BY INVISION FOUNDATION 195. FORM 990, PART VIII, LINE 2A MANAGEMENT FEES FROM SUPPORTED ORGANIZATIONS INVISION CUSTOMIZED SERVICES 12450 PERRY HIGHWAY WEXFORD PA 15090 251701328 SERVICES PA 501(C)(3) LINE 7 IHS 1 INVISION FOUNDATION 12450 PERRY HIGHWAY WEXFORD PA 15090 462374106 SERVICES PA 501(C)(3) LINE 7 IHS 1 INVISION INTEGRATED BEHAVIORAL HEALTH 12450 PERRY HIGHWAY WEXFORD PA 15090 814774757 SERVICES PA 501(C)(3) LINE 7 IHS 1 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 INVISION CUSTOMIZED SERVICES E 2416208 LOAN GUARANTEE INVISION CUSTOMIZED SERVICES L 7137841 MANAGEMENT FEE CHARGED INVISION CUSTOMIZED SERVICES D 263548 LOAN GUARANTEE INVISION CUSTOMIZED SERVICES J 290209 LEASE PAYMENTS RECEIVED INVISION FOUNDATION S 195 TRANSFER INVISION INTEGRATED BEHAVIORAL HEALTH SERVICES J 57990 LEASE PAYMENTS RECEIVED INVISION INTEGRATED BEHAVIORAL HEALTH SERVICES L 82160 MANAGEMENT FEE CHARGED