2024-05-01T07:49:53-05:00 2023-06-30 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990 2022-07-01 030270346 BENNINGTON PROJECT INDEPENDENCE INC BENN 8024428136 PO BOX 1504 BENNINGTON VT 05201 LINDA WICHLAC EXECUTIVE DIRECTOR 8024428136 2024-04-30 1 LINDA WICHLAC XXX-XX-XXXX 0 CONNIE FELLION P01875413 8026581808 2024-04-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LINDA WICHLAC PO BOX 1504 BENNINGTON VT 05201 1693216 0 X WWW.BENNINGTONPROJECTINDEPENDENCE.ORG X 1978 VT TO PROVIDE SAFE, CARING, AND EXCEPTIONAL ADULT DAY CARE AND HEALTH REHABILITATION SERVICES. 11 11 27 51 0 0 1217389 640411 795448 1023531 998 5594 74 9467 2013909 1679003 0 0 0 0 1070422 1211181 0 0 12203 488434 532228 1558856 1743409 455053 -64406 4642753 4613375 105270 83227 4537483 4530148 X TO PROVIDE SAFE, CARING AND EXCEPTIONAL ADULT DAY CARE AND HEALTH REHABILITATION SERVICES. THESE SERVICES WILL OFFER MEANINGFUL, INDIVIDUALLY TAILORED PROGRAMS AND CARE DESIGNED TO ENHANCE THE DIGNITY, INDEPENDENCE, JOY AND QUALITY OF LIFE OF OLDER PERSONS, YOUNGER ADULTS WITH DISABILITIES, PROVIDE SUPPORT AND RESPITE FOR THEIR FAMILIES AND CAREGIVERS AND SERVE AS AN INFORMATIONAL RESOURCE FOR OUR COMMUNITIES. 0 0 1344355 973722 SEE SCHEDULE OSERVICES: BUILDINGWE CONTINUE TO RAISE FUNDS TO ADDRESS THE LOWER, ORCHARD LEVEL OF THE BUILDING TO CREATE A LARGER ACTIVITY AND PROGRAMMATIC AREA FOR OUR PARTICIPANTS. IT WILL ALSO ALLOW THE ENTIRE BUILDING TO BE UTILIZED IN THE EVENT OF A LOCAL EMERGENCY. THE DR. RICHARD A. SLEEMAN CENTER IS PLEASED TO BE DESIGNATED AS AN AMERICAN RED CROSS SHELTER FOR BENNINGTON COUNTY.ADULT DAY SERVICE PERSONNEL:HAVING THE RIGHT STAFF IS CRITICAL TO THE SUCCESS OF OUR ADULT DAY PROGRAM. FAMILIES ENTRUST THE CARE OF THEIR LOVED ONES TO BENNINGTON PROJECT INDEPENDENCE EVERY DAY. OUR STAFF TEND TO BECOME AN EXTENSION OF FAMILY FOR MANY OF OUR PARTICIPANTS AND THEIR FAMILY CAREGIVERS. BPI'S STAFF INCLUDES AN EXECUTIVE DIRECTOR WHO IS QUALIFIED AS AN ACTIVITY CONSULTANT CERTIFIED AND MASTERS LEVEL EXPRESSIVE ARTS THERAPIST; AN ADMINISTRATIVE COORDINATOR WHO IS ALSO OUR WEBMASTER; A MEMBERSHIP COORDINATOR; A SOCIAL WORKER; AN ACTIVITY COORDINATOR WHO IS AN ACTIVITY DIRECTOR CERTIFIED; ACTIVITY ASSISTANTS; A HEALTH COORDINATOR/REGISTERED NURSE; LICENSED PRACTICAL NURSES; LICENSED NURSING ASSISTANTS; AN ADMINISTRATIVE ASSISTANT; VAN DRIVERS; A NUTRITION COORDINATOR/COOK; NUTRITION ASSISTANTS; A HOUSEKEEPER; A PART-TIME FACILITIES COORDINATOR; AND PART-TIME FOYER GREETERS. OUR STAFF IS SUPPLEMENTED BY ASSISTANCE FROM A CONSULTING BOOKKEEPER, A CERTIFIED PUBLIC ACCOUNTANT, AN ART THERAPIST, MUSIC THERAPIST AND A YOGA THERAPIST. IN 2020, BPI HAD OVER 200 VOLUNTEERS WHO DONATED THEIR TIME ANDTALENTS TO OUR PARTICIPANTS AND OUR PROGRAM. BPI TAKES PRIDE IN ITS EXCELLENT STAFF-TO-PARTICIPANT RATIO AND OF ALL OF THE PERSON-CENTERED ASPECTS OF CARE AND SERVICE. WITH OUR INNOVATIVE, AND EXPANDED ADULT DAY HEALTH FACILITY, BPI'S STAFFING NEEDS HAVE ALSO INCREASED. THIS HAS CREATED MORE JOBS FOR THE LOCAL ECONOMY. WE KNEW THAT WITH THE FACILITY EXPANSION OUR PERSONNEL BUDGET WOULD NEED TO INCREASE ALSO. BPI HAS HISTORICALLY HAD AN EXCELLENT HISTORY OF LONG TERM STAFF RETENTION. MULTIPLE STAFF MEMBERS HAVE BEEN WITH BPI 25 YEARS OR MORE. STAFF ARE NOT JUST HIRED, THEY ARE ADDED TO OUR "BPI FAMILY" IT GENERALLY TAKES ABOUT A YEAR TO TRULY LEARN THE INTRICACIES OF THE JOB AND THE PERSON-CENTERED PHILOSOPHICAL FOUNDATION OF OUR ORGANIZATION. ALL OF OUR STAFF MEMBERS ARE EXTREMELY CARING, DEDICATED PROFESSIONALS WHO ARE CROSS TRAINED TO PROVIDE THE UTMOST IN FLEXIBILITY AND SERVICE PROVISION FOR OUR PARTICIPANTS AND THEIR FAMILIES. OUR STAFF ARE ALSO OFFERED CERTIFION BY THE ALZHEIMER'S DISEASE ASSOCIATION IN THE CARES APPROACH PLUS ADVANCED DEMENTIA CARE. WITH THE DR. RICHARD A. SLEEMAN CENTER AS A SUBSTANTIAL RESOURCE AND WITH ITS PROFESSIONAL AND COMPASSIONATE STAFF, BENNINGTON PROJECT INDEPENDENCE CONTINUES ITS PROUD TRADITION OF HELPING FAMILIES SHARE THE CARE. 146573 SEE SCHEDULE OHEALTH SERVICES: KITCHENSIN DESIGNING OUR ADULT DAY CENTER, THE DR. RICHARD A. SLEEMAN CENTER, THE PROVISION OF FRESH, HIGH QUALITY MEALS FOR OUR PARTICIPANTS WAS PARAMOUNT. MANY OF OUR ELDERLY OR DISABLED PARTICIPANTS ARE NO LONGER ABLE TO PREPARE THEIR OWN MEALS AND HAVE NUTRITIONAL ISSUES THAT CAN AFFECT THEIR HEALTH. THE FOOD WE SERVE FOR LUNCH AT BPI MAY BE THE ONLY WELL-BALANCED MEAL SOME OF OUR PARTICIPANTS HAVE EACH DAY.THE DR. RICHARD A. SLEEMAN CENTER HAS A FULL-FEATURED, MODERN COMMERCIAL KITCHEN. WE RECEIVED DESIGN RECOMMENDATIONS FROM SEVERAL ACCOMPLISHED LOCAL CHEFS AND RESTAURANTEURS. THE RESULT IS AN EFFICIENT AND MODERN KITCHEN CAPABLE OF FEEDING NOT ONLY OUR PARTICIPANTS BUT OF SERVING SEVERAL HUNDREDS OF PEOPLE SHOULD OUR FACILITY EVER NEED TO BE USED AS AN EMERGENCY SHELTER FOR OUR COMMUNITY. BPI IS ALSO A CONGREGATE MEALS SITE FOR THE SOUTHWESTERN VERMONT COUNCIL ON AGING. THIS ENABLES THE PUBLIC TO BE ABLE MAKE A RESERVATION TO ENJOY LUNCH AND THE BEAUTIFUL AMBIANCE OF THE DR. RICHARD A. SLEEMAN CENTER.BPI HAS A TALENTED NUTRITION COORDINATOR WHO UNDERSTANDS THE UNIQUE DIETARY NEEDS OF OLDER PERSONS AND YOUNGER ADULTS WITH DISABILITIES. EACH DAY, OUR NUTRITION STAFF PROVIDE WHATEVER DIETARY ACCOMMODATION OUR PARTICIPANTS' HEALTH NEEDS REQUIRES (FROM SUGAR-FREE, TO GLUTEN FREE, TO PUREED, ETC.). BPI IS COMMITTED TO MAKING WELL BALANCED, NUTRITIOUS, HOME-COOKED MEALS AND HEALTHY SNACKS. WE SUPPLEMENT OUR MENUS WITH FRESH VEGETABLES FROM OUR OWN PARTICIPANT'S GARDEN. OUR NUTRITION STAFF WORK CLOSELY WITH OUR ACTIVITY PROGRAM TO ENSURE THAT OUR MEALS DOVETAIL WITH THE ACTIVITY THEMES OF THE DAY. THEY COMPLEMENT EACH OTHER BEAUTIFULLY AND PROVIDE A FLAVORFUL ADDITION.BESIDES THE FULL COMMERCIAL KITCHEN, BPI INCLUDED A FULL RESIDENTIAL-STYLE KITCHEN THAT IS COMPLETELY HANDICAPPED ACCESSIBLE. THE COUNTERS AND SINK CAN ACCOMMODATE PARTICIPANTS IN WHEELCHAIRS. AN INDUCTION COOKTOP WAS INCLUDED TO ENSURE THE UTMOST IN PARTICIPANT AND STAFF SAFETY IN COOKING. THE COUNTRY KITCHEN WAS DESIGNED TO PROMOTE INDEPENDENCE AND SAFETY. OUR PARTICIPANTS ENJOY RELEARNING OR POLISHING UP THEIR COOKING SKILLS. OUR HOMEY COUNTRY KITCHEN IS A DELIGHTFUL PLACE FOR OUR PARTICIPANTS TO RELISH THE JOYS OF HOME COOKING AND A PLACE TO SHARE FAMILY MEMORIES AND RECIPES. HAVING OUR OWN KITCHEN HAS BEEN AN INCREDIBLY POSITIVE ADDITION TO THE SERVICES AND COMPREHENSIVE CARE THAT WE ARE ABLE TO PROVIDE FOR OUR PARTICIPANTS.EXERCISE:THE FITNESS AND WELLNESS PROGRAMS AT BENNINGTON PROJECT INDEPENDENCE ARE A PART OF A LARGER INITIATIVE TO ENSURE THAT BENNINGTON PROJECT INDEPENDENCE IS ALSO A RESOURCE FOR THE ENTIRE COMMUNITY. BESIDES THE STRETCH FOR HEALTH, WALKING CLUBS AND INDIVIDUALIZED NUSTEP FITNESS PROGRAMS OFFERED DAILY AT BPI, WE HAVE SEVERAL CLASSES AVAILABLE TO THE PUBLIC. THIS YEAR, WE HAVE ADDED A HEALTHY BALANCE CLASS AIMED AT FALL PREVENTION STRATEGIES FOR THE MORE INDEPENDENT SENIOR. THIS CLASS HAS ALSO RECEIVED EXCELLENT FEEDBACK. LOCAL PHYSICIANS HAVE REFERRED THEIR PATIENTS SPECIFICALLY TO THIS CLASS. THIS CLASS WAS DEVELOPED THROUGH A HEALTHY LIVING GRANT FROM THE SOUTHWESTERN VERMONT COUNCIL ON AGING.CAREGIVER SUPPORT:BPI CONTINUES TO PROVIDE A SUCCESSFUL MONTHLY CAREGIVER GATHERING ENTITLED "FAMILIES TOGETHER". THIS GATHERING DIFFERS FROM THE TRADITIONAL SUPPORT GROUP MODEL WITH THE PREMISE OF "WHEN WAS THE LAST TIME YOU LAUGHED WITH A FRIEND?" THIS GROUP IS OPEN TO THE PUBLIC AND BRINGS CAREGIVERS FROM ALL WALKS OF LIFE AND LEVELS OF CAREGIVING EXPERIENCES TOGETHER. THE SHARING, LAUGHTER AND CONNECTIONS HAVE BEEN INCREDIBLY HELPFUL TO MANY CAREGIVERS AND FAMILIES. 60201 60018 SEE SCHEDULE OTRANSPORTATION:A MAJOR FACTOR IN THE SUCCESS OF BPI'S ADULT DAY PROGRAM IS THE ABILITY TO PROVIDE OUR OWN PERSONALIZED DOOR-THROUGH-DOOR TRANSPORTATION FOR OUR PARTICIPANTS AND FAMILIES UTILIZING OUR OWN HANDICAPPED ACCESSIBLE VEHICLES.OUR SMALL FLEET OF THREE LIFT-EQUIPPED VEHICLES ALLOWS OUR EXPERT TRANSPORTATION STAFF TO BE FLEXIBLY RESPONSIVE TO EVER-CHANGING PARTICIPANT, FAMILY CAREGIVER AND IN-HOME SERVICE PROVIDER NEEDS AND SCHEDULES. OUR HIGHLY TRAINED DRIVERS ARE SENSITIVE TO THE NEEDS OF OLDER AND/OR DISABLED PERSONS. THEY ARE TRAINED IN PASSENGER ASSISTANCE, CPR AND FIRST AID. THEY PROVIDE A VITAL, PERSONAL CONNECTION BETWEEN FAMILY CAREGIVERS AND BPI.OUR VEHICLES PROVIDE SERVICE FOR PARTICIPANTS AND FAMILIES IN THE GREATER BENNINGTON AND SOUTHSHIRE AREA. WE HAVE A VAN REPLACEMENT FUND ESTABLISHED TO ACCEPT DONATIONS TO ASSIST US WITH REPLACING OUR OLDEST VEHICLE. WE WORK WITH THE LOCAL PUBLIC TRANSIT PROVIDER, THE GREEN MOUNTAIN EXPRESS (GMC), TO FACILITATE TRANSPORTATION FOR PARTICIPANTS AND FAMILIES IN THE NORTHSHIRE AREA. THIS COLLABORATION PROVIDES A HYBRID OF PUBLIC AND PRIVATE SERVICE TO ENSURE THAT EVERYONE HAS ACCES TO SAFE AND RELIABLE TRANSPORTATION TO AND FROM OUR ADULT DAY PROGRAM. 1551129 1 1 0 1 0 0 1 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X LINDA WICHLAC 8024428136 PO BOX 1504 BENNINGTON VT 05201 LINDA PUTNEY PRESIDENT 2.00 X X 0 0 0 CAROL HARRINGTON VICE PRESIDENT 2.00 X X 0 0 0 WILLIAM DEVENEAU TREASURER 2.00 X X 0 0 0 ELIZABETH HARDESTY SECRETARY 1.00 X X 0 0 0 ERICA ROGERS DIRECTOR 1.00 X 0 0 0 GRACIELA SEEGER DIRECTOR 1.00 X 0 0 0 ELISABETH NEHME DIRECTOR 1.00 X 0 0 0 MARGARET WILSON DIRECTOR 1.00 X 0 0 0 LINDA BUSH DIRECTOR 1.00 X 0 0 0 STEPHANIE SAVAGE DIRECTOR 1.00 X 0 0 0 REP MARY MORRISSEY DIRECTOR 1.00 X 0 0 0 KATHLEEN CICHANOWSKI DIRECTOR (END 01/2023) 1.00 X 0 0 0 LINDA WICHLAC EXECUTIVE DIRECTOR 40.00 X 86105 0 4413 86105 0 4413 0 0 0 0 0 315 53063 550678 36355 640411 ADULT DAY CARE 624100 1023531 1023531 1023531 5729 5729 135 -135 -135 -135 13336 53063 14078 -742 -742 CREDIT CARD REWARDS 900099 5500 5500 INSURANCE PROCEEDS 900099 4709 4709 10209 1679003 1033740 0 4852 88751 22188 57688 8875 883966 817124 65881 961 167439 148742 18562 135 71025 61934 8854 237 17308 4941 12312 55 319 319 26408 25894 514 10904 10128 776 18781 17231 1458 92 33151 31151 1887 113 86030 82912 2598 520 9063 9060 3 149845 144451 4495 899 33963 30558 3311 94 FOOD 46929 46929 AUTO 39858 39858 REPAIRS AND PURCHASES 38369 37037 1110 222 PROGRAM SUPPLIES AND EX 10011 10011 11289 10980 309 1743409 1551129 180077 12203 15148 274126 1336071 1051941 111133 117697 155537 3684 4803108 2017320 2934446 2785788 75630 90418 304509 4642753 4613375 105270 83227 105270 83227 X 4281625 4312576 255858 217572 4537483 4530148 4642753 4613375 X -64406 -1638 51794 6915 X 0 1 X 1 0 X 101274 86701 1586448 1217389 640411 3632223 101274 86701 1586448 1217389 640411 3632223 3632223 4768 4794 2248 998 5729 18537 10209 10209 3660969 4125602 0.99210 0.99490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 455 455 0 PART II-B, LINE 1: VISITING NURSE ASSOCIATION (VNA) FBO VAADS CUSTODIAL LOBBY (VERMONT ASSOCIATON OF ADULT DAY SERVICES) X 1 102690 75000 8481 930 185241 116025 100 -13435 102690 12159 95711 8155 116025 12136 23 12159 12112 24 12136 1.00000 0.00000 0.00000 1 0 259184 259184 3877668 1427350 2450318 440756 371923 68833 225500 218047 7453 2785788 BENEFICIAL INTEREST IN VCF FUNDS 97333 CONSTRUCTION IN PROGRESS (CIP) 207176 304509 X 1698039 -1638 20993 19355 1678684 319 319 1679003 1757168 14078 14078 1743090 319 319 1743409 PART V, LINE 4: THE ENDOWMENT FUND REQUIRES THAT THE PRINCIPAL REMAIN INTACT AND INVESTED TO CREATE A SOURCE OF INCOME FOR THE ORGANIZATION'S SUPPORT AND MISSION. THE PRINCIPAL WILL REMAIN INTACT FOR A PERIOD OF TIME OR UNTIL SUFFICIENT FUNDS ARE ACCUMULATED TO ACHIEVE THE DESIGNATED PURPOSE AS DEFINED BY THE BPI BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HAS AUTHORIZED THE EXECUTIVE DIRECTOR AND BOARD TREASURER TO UTILIZE THE EARNINGS OR INTEREST FROM THE FUND TO SUPPORT THE DAILY OPERATIONS OF THE ORGANIZATION IF NEEDED. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE ("CODE"). IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509 (A) OF THE CODE. FOR TAX EXEMPT ENTITIES, TAX EXEMPT STATUS 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 ANTICIPATES THAT IT WILL NOT HAVE A CHANGE IN UNCERTAIN TAX POSITIONS DURING THE NEXT TWELVE MONTHS THAT WOULD HAVE A MATERIAL IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. IF NECESSARY THE ORGANIZATION WOULD ACCRUE INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE THE YEAR ENDED JUNE 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST 6,915. FUNDRAISING EXPENSES 14,078. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 14,078. PART II, LINE 5 SUMMARIZED POLICY POLICY PROVIDED BY STATE OF VERMONT. INSPECTIONS BY STATE PERSONNEL. REQUIREMENTS ARE MOSTLY GENERAL MAINTENANCE AND CARE. RESTRICTIONS PREVENT ALTERATIONS TO HISTORIC PORTION OF BUILDING. PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUND THE ENDOWMENT IS TO BE USED FOR THE LONG TERM FINANCIAL STABILITY OF BENNINGTON PROJECT INDEPENDENCE. X X GOLF TOURNAMENT 34357 22746 11611 13480 HOLIDAY EVENT 16937 16937 5 15105 13380 1725 598 66399 53063 13336 14078 14078 -742 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE TAX RETURN IS REVIEWED BY THE ORGANIZATION'S PRESIDENT WITH A FINAL DRAFT MADE AVAILABLE TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE PREPARED ANNUALLY BY MEMBERS OF MANAGEMENT AND THE BOD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF EXEC DIRECTOR: REVIEW BY EXECUTIVE COMMITTEE. COMPENSATION APPROVED BY BOARD AS PART OF OVERALL BUDGET APPROVAL. OTHER COMPENSATION: EXECUTIVE DIRECTOR REVIEWS AND BUDGETS COMPENSATION FOR ALL EMPLOYEES EXCEPT HERSELF. EXECUTIVE COMMITTEE REVIEWS AND BUDGETS FOR THE EXECUTIVE DIRECTOR'S COMPENSATION USING COMPARABLE DATA. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 6,915.