2025-10-28T10:57:28-05:00 2024-12-31 351476702 BRADY WARE & SCHOENFELD INC 3 EASTON OVAL SUITE 300 COLUMBUS OH 43219 990 2024-01-01 310856399 TOWARD INDEPENDENCE INC TOWA 9373763996 81 E MAIN ST XENIA OH 45385 JOSEPH HARMON CEO 9373763996 2025-09-10 1 1 MELESSA L BEHYMER P01380154 6148857407 2025-09-10 2024 2025-03-06 01:10:19Z JOSEPH HARMON 81 E MAIN ST XENIA OH 45385 26767279 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 9 9 516 0 0 0 145192 252683 15497605 20223941 453780 281785 1187020 114325 17283597 20872734 0 0 0 0 14841514 15847968 0 0 15103 3302059 3791481 18143573 19639449 -859976 1233285 16907822 18269873 2461954 2218673 14445868 16051200 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 16655877 20222958 WE CURRENTLY SERVE OVER 184 INDIVIDUALS IN DARKE, GREENE, HAMILTON, MIAMI, MONTGOMERY, AND WARREN COUNTIES PROVIDING A FULL RANGE OF SERVICES AND SUPPORT PROGRAMS FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 16655877 1 1 0 0 0 0 0 0 1 0 1 0 0 1 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 1 516 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X JOSEPH HARMON 9373763996 81 EAST MAIN STREET XENIA OH 45385 DR SHASHI SHARMA MEMBER 2.00 X 0 0 0 DR MARY ROSE ZINK MEMBER 2.00 X 0 0 0 JAN YOUNG SECRETARY 2.00 X X 0 0 0 KATHY RENTZ MEMBER 2.00 X 0 0 0 ANNE GERARD MEMBER 2.00 X 0 0 0 SAKUL GUPTA VICE CHAIR 2.00 X X 0 0 0 PAUL OSTERFELD TREASURER 2.00 X X 0 0 0 ADAM WEBBER MEMBER 2.00 X 0 0 0 ROBERT NOVAK CHAIR 2.00 X X 0 0 0 MARK SCHLATER CHIEF EXECUTIVE 40.00 X 98003 0 13598 JOSEPH HARMON CHIEF OPERATIONS OFFICER 40.00 X 136702 0 17424 234705 0 31022 1 0 1 0 RCS CONSTRUCTION INC 6781 HELLWARTH RD CELINA OH 45822 GENERAL CONTRACTOR 758096 NET X COMPUTERS 77 W ELMWOOD DR SUITE 310 DAYTON OH 45459 IT CONSULTING 197460 2 19112 233571 252683 PROGRAM SERVICE REVENUE 623000 20223941 20223941 20223941 398579 398579 5698090 46540 5861424 0 -163334 46540 -116794 -116794 31635 19112 33121 -1486 -1486 MISCELLANEOUS INCOME 623000 52524 52524 WORKER'S COMP REFUND 623000 40354 40354 DEBT FORGIVENESS 623000 22933 22933 115811 20872734 20222958 0 397093 265727 265727 13248835 12272123 976712 1115125 837556 277569 1218281 1121856 96425 1943 1943 179801 16000 163801 42615 42615 701445 447196 254249 53741 2326 51415 67448 13393 53669 386 485610 388278 97332 212927 152580 60347 28411 8903 19508 473568 256742 216757 69 128309 128309 FOOD 309999 305397 4357 245 ODM BED TAX 257793 257761 32 CONSUMER EXPENSES & SUP 186903 172811 2659 11433 AUTOMOBILE 175406 153977 21429 485562 248978 233614 2970 19639449 16655877 2968469 15103 2578409 3305418 156276 141918 1484383 2069304 170895 199791 10474861 5069278 4698527 5405583 6886699 6158862 278 0 932355 988997 16907822 18269873 1685922 1694722 233189 266281 542843 257670 2461954 2218673 X 14410545 15921374 35323 129826 14445868 16051200 16907822 18269873 1233285 372047 0 X X 0 1 X 1 0 X 1054448 2902692 34711 145192 252683 4389726 16257083 15391924 16539775 15497605 20223941 83910328 17311531 18294616 16574486 15642797 20476624 88300054 0 0 0 88300054 90314 199809 160657 568617 398579 1417976 90314 199809 160657 568617 398579 1417976 17401845 18494425 16735143 16211414 20875203 89718030 0.98420 0.98660 0.01580 0.01340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 226375 226375 1352071 490997 861074 4227339 1740142 2487197 1110827 895536 215291 3558249 1942603 1615646 5405583 INVESTMENTS 797503 RIGHT OF USE ASSET 64182 DEPOSITS 127312 988997 X 21235286 372047 33120 405167 20830119 42615 42615 20872734 19629954 33120 33120 19596834 42615 42615 19639449 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. 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, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 33,120. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 33,120. ART AND SOUL 19112 19112 1400 946 15261 GOLF OUTING 31635 31635 6953 8561 50747 19112 31635 1400 946 6953 23822 33121 -1486 X 0 0 0 0 0 0 0 0 0 JOSEPH HARMON CHIEF OPERATIONS OFFICER 136702 0 0 0 0 0 0 0 17424 0 154126 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.