Nonprofit · EIN 31-0856399
TOWARD INDEPENDENCE INC
Tax-exempt · XENIA, OH 45385
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $23,016,245 | $21,621,139 | $1,395,106 | $20,668,120 | $3,331,601 | $17,336,519 |
| December 31, 2024 | 990 | $20,872,734 | $19,639,449 | $1,233,285 | $18,269,873 | $2,218,673 | $16,051,200 |
| December 31, 2023 | 990 | $17,283,597 | $18,143,573 | -$859,976 | $16,907,822 | $2,461,954 | $14,445,868 |
| December 31, 2021 | 990 | $18,762,995 | $16,236,271 | $2,526,724 | $16,397,880 | $2,214,722 | $14,183,158 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $492,172
- Program service revenue
- $21,882,360
- Investment income
- $539,320
- Net gain from sales of assets
- $89,548
- Net income from fundraising events
- $5,435
- Other revenue
- $102,393
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $170,865
- Other salaries and wages
- $14,845,468
- Salaries, compensation and benefits (total)
- $17,829,958
- Professional fundraising fees
- $0
- Legal fees
- $3,962
- Accounting fees
- $200,004
- Occupancy
- $500,285
- Travel
- $272,848
- Depreciation
- $616,026
- Program services (functional)
- $18,197,407
- Management and general (functional)
- $3,399,043
- Fundraising (functional)
- $24,689
Balance sheet and other
- Total assets, start of year
- $18,269,873
- Total assets, end of year
- $20,668,120
- Total liabilities, end of year
- $3,331,601
- Net assets, end of year
- $17,336,519
- Land, buildings and equipment
- $6,513,954
- Publicly traded securities
- $5,598,588
- Net assets without donor restrictions
- $16,916,679
- Net assets with donor restrictions
- $419,840
- Gross receipts
- $23,450,167
- Employees
- 524
- Volunteers
- 0
- Year formed
- 1975
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH HARMON | CHIEF EXECUTIVE Highest-paid employee | 40 | $154,636 | $16,154 |
| DR SHASHI SHARMA | MEMBER Trustee or director | 2 | $0 | $0 |
| DR MARY ROSE ZINK | MEMBER Trustee or director | 2 | $0 | $0 |
| JAN YOUNG | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KATHY RENTZ | MEMBER Trustee or director | 2 | $0 | $0 |
| ANNE GERARD | MEMBER Trustee or director | 2 | $0 | $0 |
| SAKUL GUPTA | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PAUL OSTERFELD | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ADAM WEBBER | MEMBER Trustee or director | 2 | $0 | $0 |
| ROBERT NOVAK | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH HARMON | CHIEF OPERATIONS OFFICER Highest-paid employee | 40 | $136,702 | $17,424 |
| MARK SCHLATER | CHIEF EXECUTIVE Officer | 40 | $98,003 | $13,598 |
| DR SHASHI SHARMA | MEMBER Trustee or director | 2 | $0 | $0 |
| DR MARY ROSE ZINK | MEMBER Trustee or director | 2 | $0 | $0 |
| JAN YOUNG | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KATHY RENTZ | MEMBER Trustee or director | 2 | $0 | $0 |
| ANNE GERARD | MEMBER Trustee or director | 2 | $0 | $0 |
| SAKUL GUPTA | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PAUL OSTERFELD | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ADAM WEBBER | MEMBER Trustee or director | 2 | $0 | $0 |
| ROBERT NOVAK | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK SCHLATER | CHIEF EXECUTIVE Officer | 40 | $276,014 | $23,728 |
| JOSEPH HARMON | CHIEF OPERATIONS OFFICER Highest-paid employee | 40 | $134,667 | $16,539 |
| RUNETTE WILSON | SUPERVISOR Highest-paid employee | 40 | $100,832 | $1,381 |
| DIANNE ANDERSON-BROWN | DSP Highest-paid employee | 40 | $100,351 | $71 |
| DR SHASHI SHARMA | MEMBER Trustee or director | 2 | $0 | $0 |
| DR MARY ROSE ZINK | MEMBER Trustee or director | 2 | $0 | $0 |
| JAN YOUNG | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KATHY RENTZ | MEMBER Trustee or director | 2 | $0 | $0 |
| ANNE GERARD | MEMBER Trustee or director | 2 | $0 | $0 |
| SAKUL GUPTA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| PAUL OSTERFELD | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ADAM WEBBER | MEMBER Trustee or director | 2 | $0 | $0 |
| ROBERT NOVAK | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended December 31, 2021: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK SCHLATER | CHIEF EXECUTIVE Officer | 40 | $221,250 | $25,920 |
| JOSEPH HARMON | CHIEF OPERATIONS OFFICER Highest-paid employee | 40 | $109,808 | $27,632 |
| DR SHASHI SHARMA | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DR MARY ROSE ZINK | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JAN YOUNG | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KATHY RENTZ | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ANNE GERARD | MEMBER Trustee or director | 2 | $0 | $0 |
| DR JULIE GENTILE | BOARD MEMBER EMERITUS Trustee or director | 2 | $0 | $0 |
| SAKUL GUPTA | MEMBER Trustee or director | 2 | $0 | $0 |
| PAUL OSTERFELD | MEMBER Trustee or director | 2 | $0 | $0 |
| ADAM WEBBER | MEMBER Trustee or director | 2 | $0 | $0 |
| RAKESH GUPTA | MEMBER Trustee or director | 2 | $0 | $0 |
| ROBERT NOVAK | MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 81 E MAIN ST, XENIA, OH 45385-3201
- Principal officer (990 for 2025)
- JOSEPH HARMON, 81 E MAIN ST, XENIA, OH 45385
- Signed the 990
- JOSEPH HARMON, CEO
- Phone
- (937) 376-3996
- Website
- WWW.TI-INC.ORG
- Return prepared by
- BRADY WARE & SCHOENFELD INC
Mission
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
Program accomplishments
- WE CURRENTLY SERVE OVER 187 INDIVIDUALS IN DARKE, GREENE, HAMILTON, MIAMI, MONTGOMERY, AND WARREN COUNTIES PROVIDING A FULL RANGE OF SERVICES AND SUPPORT PROGRAMS FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.Expenses $18,197,407 · revenue $22,068,866
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-0856399
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P73Z)
- Assets (IRS master file)
- $20,668,120
- Income (IRS master file)
- $23,450,167
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $23,016,245 | $21,621,139 | $20,668,120 | XML |
| 990 | December 2024 | $20,872,734 | $19,639,449 | $18,269,873 | XML |
| 990 | December 2023 | $17,283,597 | $18,143,573 | $16,907,822 | XML |
| 990 | December 2022 | $18,415,395 | $16,721,262 | $17,713,165 | IRS |
| 990 | December 2021 | $18,762,995 | $16,236,271 | $16,397,880 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0856399).
Questions about TOWARD INDEPENDENCE INC
- What is the EIN of TOWARD INDEPENDENCE INC?
- The employer identification number (EIN) of TOWARD INDEPENDENCE INC is 31-0856399.
- Is TOWARD INDEPENDENCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to TOWARD INDEPENDENCE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TOWARD INDEPENDENCE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TOWARD INDEPENDENCE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TOWARD INDEPENDENCE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of TOWARD INDEPENDENCE INC?
- The 990 for the year ended December 31, 2025 names JOSEPH HARMON.
- Who are the officers and directors of TOWARD INDEPENDENCE INC?
- The 990 for the year ended December 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $154,636 (JOSEPH HARMON, CHIEF EXECUTIVE).
- How much revenue does TOWARD INDEPENDENCE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $23,016,245, expenses of $21,621,139 and total assets of $20,668,120 at year end.
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