2023-11-14T14:40:24-06:00 2022-12-31 BDO USA 200 PARK AVENUE 38TH FLOOR NEW YORK NY 10166 990 2022-01-01 113348359 Independent Group Home Living Foundation Inc % MARYBETH LICHTNEGER INDE 6318788900 221 North Sunrise Service Road Manorville NY 11949 MARYBETH LICHTNEGER CFO/COO 6318988900 2023-11-10 true MARYBETH LICHTNEGER XXX-XX-XXXX Kristin Ruffini P00741491 2128858000 2 2022 2023-04-26 12:10:37Z WALTER STOCKTON 221 North Sunrise Service Road Manorville NY 11949 635139 false X N/A X 1996 NY THE FOUNDATION'S PRIMARY EXEMPT MISSION IS TO RAISE FUNDS FOR THE BENEFIT OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. AND ITS AFFILIATED NOT-FOR-PROFIT ORGANIZATIONS. 9 6 0 9 0 0 251676 528971 0 0 32 204 -23056 2078 228652 531253 79773 43765 0 0 0 0 0 0 3097 420404 332848 500177 376613 -271525 154640 735682 380990 572834 63502 162848 317488 X THE FOUNDATION'S PRIMARY EXEMPT MISSION IS TO RAISE FUNDS THROUGH A PLANNED GIVING PROGRAM AND THE HOLDING OF SPECIAL EVENTS FOR THE BENEFIT OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. AND ITS AFFILIATED NOT-FOR PROFIT ORGANIZATIONS. false false 43765 43765 0 SEE SCHEDULE O 43765 true true false false false false false false false false true false false true true true false true false false false false false false true false false true false true false false false false false false false false false false false false false true false false false true 10 0 true 0 false false false false false true true false false false false false false X 9 6 false false false false false false false true true false false true true true true true true false false false NY X MARYBETH LICHTNEGER 6318988900 221 NORTH SUNRISE SERVICE ROAD manorville NY 11949 WALTER STOCKTON CEO AND TRUSTEE 0.07 39.93 X X 0 670096 49074 MaryBeth Lichtneger cfo/coo 0.07 39.93 X 0 481867 55357 FRANK LOMBARDI former coo 0.0 40.0 X 0 358695 74564 DEBORAH KNEIDL Chief Development officer 11.67 23.33 X 0 205899 18444 JIM MCCANN CHAIRMAN 0.25 0.25 X X 0 0 0 HONORABLE PAUL PONTIERI TREASURER 0.25 4.0 X X 0 0 0 THOMAS CULLEN TRUSTEE 0.25 3.0 X 0 0 0 JOHN FALLON TRUSTEE (EFF. 10/6/22) 0.25 3.0 X 0 0 0 NELLA HAHN TRUSTEE 0.25 3.0 X 0 0 0 THOMAS HICKEY TRUSTEE 0.25 0.25 X 0 0 0 DR JOSEPH MORRIS TRUSTEE 0.25 4.0 X 0 0 0 JOHN TORTORTELLA TRUSTEE 0.25 0.25 X 0 0 0 0 1716557 197439 0 true true false 0 208112 320859 528971 0 204 204 0 0 0 0 0 0 105964 208112 103886 2078 2078 0 0 0 0 0 0 0 531253 2282 43765 43765 0 0 0 0 0 0 0 0 0 0 0 6500 6500 0 0 0 4954 4954 2944 2944 30153 30153 1296 1296 0 0 40 40 0 0 0 0 0 0 ALLOCATED SALARY AND BENEFITS 259922 259922 MEALS AND ENTERTAINMENT 13603 13603 CASH PRIZES 4250 4250 EXPENSED EQUIPMENT 3136 3136 6050 5897 153 376613 43765 329751 3097 576125 120228 62741 62944 70801 115616 0 0 0 0 0 0 0 0 2222 2222 9761 7222 15881 15881 0 0 0 0 0 0 0 0 14032 72758 735682 380990 30148 29975 0 0 13368 32527 0 0 0 0 0 0 0 0 0 0 529318 1000 572834 63502 X 145115 299755 17733 17733 162848 317488 735682 380990 154640 X false true X true false X 360036 420856 550636 251676 528971 2112175 0 0 360036 420856 550636 251676 528971 2112175 489583 1622592 140 193 55 32 204 624 16358 2078 18436 0 0 0 30 0 30 2131265 0.76133 0.65507 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15881 15881 0 0 DUE FROM AFFILIATES 69758 SECURITY DEPOSITS 3000 72758 0 DUE TO AFFILIATES 1000 1000 X Part X, Line 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, THE ORGANIZATION HAS FILED INTERNAL REVENUE SERVICE FORM 990 TAX RETURNS, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHEN IT IS REQUIRED. THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2022. WHB GOLF OUTING 130889 94349 36540 11896 41996 240 3370 virtual GALA 113763 113763 6686 4293 2 69424 69424 3873 15666 1700 14166 314076 208112 105964 22455 57662 240 1700 21829 103886 2078 true INDEPENDENT GROUP HOME LIVING PROGRAM INC 221 N SUNRISE SVC RD MANORVILLE NY 11949 112458584 501(C)(3) 24625 PROGRAM SERVICE 1 Schedule I, PART I, LINE 2 THE IGHL FOUNDATION'S PRIMARY EXEMPT MISSION IS TO FUNDRAISE ON BEHALF OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. ("IGHL"). THE FOUNDATION HOLDS FUNDRAISING CAMPAIGNS AND VARIOUS SPECIAL EVENTS DESIGNED TO RAISE FUNDS TO ASSIST THE DEVELOPMENTALLY DISABLED. THE FOUNDATION PERIODICALLY REMITS FUNDS BACK TO IGHL TO SUPPORT ITS CHARITABLE PROGRAMS; IN 2022, THE FOUNDATION PROVIDED $24,625 IN SUPPORT TO IGHL. NO FURTHER MONITORING OF THE GIFTED FUNDS IS REQUIRED AS BOTH THE FOUNDATION AND IGHL SHARE A COMMON BOARD OF DIRECTORS AND THERE IS NO DANGER OF THOSE FUNDS BEING MISAPPROPRIATED FOR A NON-EXEMPT USE. OCCASIONALLY THE IGHL FOUNDATION MAY MAKE DONATIONS TO COMMUNITY BASED ORGANIZATIONS WHICH HELP IGHL FULFILL ITS MISSION. THESE DONATIONS ARE WITHIN THE LIMITS OF THE COMPANY'S BY-LAWS. OTHER DONATIONS ARE MADE TO PROMOTE IGHL AND ITS AFFILIATE'S MISSIONS. ADDITIONALLY, DONATIONS MAY BE MADE TO ORGANIZATIONS THAT PROVIDE IGHL AND AFFILIATES NETWORKING OPPORTUNITIES DESIGNED TO CULTIVATE FUTURE DONORS. false false false false false false false false false WALTER STOCKTON CEO AND TRUSTEE 0 582243 0 21625 0 66228 0 27011 0 22063 0 719170 0 0 MaryBeth Lichtneger cfo/coo 0 408245 0 16023 0 57599 0 27086 0 28271 0 537224 0 0 FRANK LOMBARDI former coo 0 280523 0 13426 0 64746 0 27106 0 47458 0 433259 0 0 DEBORAH KNEIDL Chief Development officer 0 184981 0 8007 0 12911 0 9969 0 8475 0 224343 0 0 Schedule J, Part I, Line 3: THE FOUNDATION DOES NOT COMPENSATE THE ORGANIZATION'S CEO, WALTER STOCKTON. IGHL, AN AFFILIATE OF THE REPORTING ORGANIZATION, PAID COMPENSATION TO THE CEO. IGHL HAS ESTABLISHED HIS COMPENSATION USING: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 TAX RETURNS OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS OR STUDY, AND APPROVAL BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE. IGHL HAS WRITTEN EMPLOYMENT AGREEMENTS IN PLACE FOR HIM, WHICH OUTLINES COMPENSATION INCLUDING ALL FORMS OF WAGES AND FRINGE BENEFITS. IGHL USES AN OUTSIDE INDEPENDENT ACCOUNTING CONSULTANT FIRM WITH EXPERTISE IN THE NOT-FOR PROFIT INDUSTRY TO PERFORM COMPENSATION ANALYSES OF THE EXECUTIVE POSITIONS. THE COMPENSATION ANALYSIS INCLUDES COMPENSATION SURVEYS OF COMPARABLE POSITIONS BASED UPON THE COMPENSATION AND FRINGE BENEFITS REPORTED ON THE 990 TAX RETURNS FOR COMPARABLE AGENCIES IN THE INDUSTRY. THE RESULTS OF THE COMPENSATION ANALYSIS ARE PRESENTED TO THE BOARD OF DIRECTORS, WHO REVIEW THE ANALYSIS TO DETERMINE APPROPRIATE COMPENSATION LEVELS AND ENSURE COMPLIANCE WITH THE DUE DILIGENCE GUIDELINES AS OUTLINED IN IRC 4958. THE BASIS FOR ITS DETERMINATION AND ALL DECISIONS MADE ARE CONTEMPORANEOUSLY DOCUMENTED IN MEETING MINUTES. THE ORGANIZATION REGULARLY COMMISSIONS AN INDEPENDENT COMPENSATION STUDY; THE LAST SURVEY WAS COMPLETED IN 2022. FORM 990, PART III, LINE 4A: THE Independent Group Home Living Foundation, Inc WAS ESTABLISHED TO RAISE FUNDS TO PRESERVE THE FUTURE OF THE INDEPENDENT GROUP HOME LIVING PROGRAM (IGHL)'S PROGRAM SERVICES. THE INDEPENDENT GROUP HOME LIVING PROGRAM HAS MADE THE PUBLIC AWARE OF THE ORGANIZATION'S NEEDS BY HOLDING SEVERAL PUBLIC FUNDRAISING EVENTS SUCH AS ANNUAL GOLF OUTING, ANNUAL APPEALS AND OTHER EFFORTS. THE FOUNDATION ALSO ORGANIZES A PLANNED GIVING PROGRAM WHICH ALLOWS DONORS' LEGACIES TO WORK ON BEHALF OF THE PEOPLE UNDER THE CARE OF IGHL IN PERPETUITY. WE INVITE MEMBERS OF THE COMMUNITY TO HELP THE Independent Group Home Living Foundation, Inc MAKE A DIFFERENCE IN THE LIVES OF THE MEN, WOMEN AND CHILDREN WHO ARE DEVELOPMENTALLY DISABLED. All donations that were reported on the Foundation's respective affiliated company (INDEPENDENT GROUP HOME LIVING PROGRAM) were actually raised by the Foundation itself. FORM 990, PART VI, LINE 11: THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE FULL BOARD OF TRUSTEES IN EITHER PAPER OR ELECTRONIC FORM FOR DISCUSSION AND COMMENT. EACH BOARD MEMBER WAS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, LINE 12: THE IGHL FOUNDATION OPERATES UNDER THE CONFLICT OF INTEREST POLICY OF ITS PARENT ORGANIZATION, INDEPENDENT GROUP HOME LIVING PROGRAM, INC. THE POLICY AND ANNUAL DISCLOSURE FORMS ARE DISTRIBUTED TO ALL BOARD MEMBERS, OFFICERS AND MANAGEMENT STAFF. EACH INDIVIDUAL IS REQUIRED TO SIGN AND REVIEW THE DISCLOSURE FORM AND PROVIDE INFORMATION ABOUT ANY RELATIONSHIPS THEY MAY HAVE WITH IGHL, OTHER EMPLOYEES, AND/OR VENDORS THAT CONDUCT BUSINESS WITH IGHL. ALL SUBMISSIONS ARE REVIEWED BY HUMAN RESOURCES TO DETERMINE IF A CONFLICT EXISTS; WHEN A CONFLICT ARISES, THE INDIVIDUALS AFFECTED ARE PROHIBITED FROM PARTICIPATING IN THE DECISION-MAKING PROCESS RELATED TO ANY TRANSACTION OCCURRING WITH THE CONFLICTED ORGANIZATION. FORM 990, PART VI, LINE 13 & 14: INDEPENDENT GROUP HOME LIVING FOUNDATION, INC. OPERATES UNDER THE WHISTLEBLOWER AND DOCUMENT RETENTION POLICY OF ITS PARENT ORGANIZATION, INDEPENDENT GROUP HOME LIVING PROGRAM, INC ("IGHL"). FORM 990, PART VI, LINEs 15a & 15b: IGHL FOUNDATION DOES NOT COMPENSATE THE ORGANIZATION'S CEO OR OTHER OFFICER. IGHL, AN AFFILIATE OF THE REPORTING ORGANIZATION, PAID COMPENSATION TO THE CEO and CFO/COO OF THE REPORTING ORGANIZATION - WALTER STOCKTON and MARY BETH LICHTNEGER. IGHL HAS ESTABLISHED THE COMPENSATION OF THESE OFFICERS USING: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 TAX RETURNS OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS OR STUDY, AND APPROVAL BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE. IGHL HAS WRITTEN EMPLOYMENT AGREEMENTS IN PLACE FOR THESE INDIVIDUALS, WHICH OUTLINE COMPENSATION INCLUDING ALL FORMS OF WAGES AND FRINGE BENEFITS. IGHL USES AN OUTSIDE INDEPENDENT ACCOUNTING CONSULTANT FIRM WITH EXPERTISE IN THE NOT-FOR-PROFIT INDUSTRY TO PERFORM COMPENSATION ANALYSES OF THE EXECUTIVE POSITIONS. THE COMPENSATION ANALYSES INCLUDE COMPENSATION SURVEYS OF COMPARABLE POSITIONS BASED UPON THE COMPENSATION AND FRINGE BENEFITS REPORTED ON THE 990 TAX RETURNS FOR COMPARABLE AGENCIES IN THE INDUSTRY. THE RESULTS OF THE COMPENSATION ANALYSES ARE PRESENTED TO THE BOARD OF DIRECTORS, WHO REVIEW THE ANALYSES TO DETERMINE APPROPRIATE COMPENSATION LEVELS AND ENSURE COMPLIANCE WITH THE DUE DILIGENCE GUIDELINES AS OUTLINED IN IRC SEC 4958. THE BASIS FOR ITS DETERMINATION AND ALL DECISIONS MADE ARE CONTEMPORANEOUSLY DOCUMENTED IN MEETING MINUTES. THE ORGANIZATION REGULARLY COMMISSIONS AN INDEPENDENT COMPENSATION STUDY; THE LAST SURVEY WAS COMPLETED IN 2022. FORM 990, PART VI, LINE 19: UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE ONLY THOSE DOCUMENTS REQUIRED TO BE DISCLOSED UNDER THE PUBLIC INSPECTION LAWS. INDEPENDENT GROUP HOME LIVING PROGRAM 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 112458584 Health Care NY 501(C)(3) 10 NA false KJR HOLDING INC 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 112644179 Real Estate NY 501(C)(3) 12A IGHL false ANGELA'S HOUSE 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 113186856 FAMILY SVCS NY 501(C)(3) 7 IGHL false The NEW INTERDISCIPLINARY SCHOOL 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 112428403 EDUCATION NY 501(C)(3) 2 IGHL false FRIENDS OF NIS INC 430 Sills Road YAPHANK NY 11980 112988931 Fundraising NY 501(c)(3) 12A NIS false IGHL CARES INC 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 113222406 EMPL. ASSTC. NY 501(C)(3) 7 IGHL false CENTER FOR DEVELOPMENTAL DISABILITIES 72 South Woods Road WOODBURY NY 11797 111874383 HEALTH CARE NY 501(C)(3) 2 IGHL false Families of TWA Flight 800 Association 30 Par Del Rio CLIFTON PARK NY 12065 141797923 FUNDRAISING NY 501(c)(3) 7 IGHL false Nassau Center Residential Dev Corp 72 South Woods Road WOODBURY NY 11797 112524108 RESIDENT SVCS NY 501(c)(3) 7 CDD false ANGELA'S HOUSE FOUNDATION 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 273470531 Fundraising NY 501(C)(3) 7 ANGELASHOUSE false CENTER FOUNDATION 72 South Woods Road WOODBURY NY 11797 842136656 Fundraising NY 501(C)(3) 12a CDD false HEAD INJURY ASSOCIATION INC 300 KENNEDY DRIVE HAUPPAUGE NY 11788 112946185 SRVC PROVIDER NY 501(c)(3) 7 IGHL false EAST END DISABILITY ASSOCIATES INC 107 ROANOKE AVENUE RIVERHEAD NY 11901 113318718 SRVC PROVIDER NY 501(C)(3) 7 IGHL false MARYHAVEN CENTER OF HOPE INC 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 112861698 PRGM-DISABLED NY 501(c)(3) 10 IGHL false MARYHAVEN TRANSPORTATION SERVICES INC 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 113434776 TRANSPORTATIO NY 501(c)(3) 12a MARYHAVENCTR false CENTER OF HOPE FOUNDATION INC 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 113638367 SUPPORT ORG NY 501(c)(3) 12a MARYHAVENCTR false RIVERHEAD HOSTEL HOLDING CORP 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 112499790 RENTING NY 501(c)(2) N/A MARYHAVENCTR false KINEXION INC 221 NORTH SUNRISE SERVICE ROAD MANORVILLE NY 11949 882233282 SUPPORT ORG NY 501(c)(3) 12C IGHL false false true false false false false false false false false false false false true true true false true true