2025-05-12T15:42:23-05:00 2024-06-30 341897225 HILL BARTH & KING LLC 100 PINEWOOD LANE SUITE 201 WARRENDALE PA 15086 990 2023-07-01 251701328 INVISION CUSTOMIZED SERVICES INVI 7249335100 12450 PERRY HIGHWAY WEXFORD PA 15090 RAYMOND HERRON CHIEF FINANCIAL OFFICER 7249335100 2025-05-12 1 1 TIMOTHY GAGEN P01939333 7249345300 2025-04-23 2023 2025-03-06 01:10:19Z RUTH SIEGFRIED 12450 PERRY HIGHWAY WEXFORD PA 15090 53817504 0 X WWW.INVISIONHS.ORG X 1992 PA SEE SCHEDULE O FOR THE ORGANIZATION'S MISSION STATEMENT. 6 5 621 5 0 0 0 0 51884842 53790765 9134 26739 0 0 51893976 53817504 0 0 0 0 38533028 39965775 0 0 0 16219110 16979123 54752138 56944898 -2858162 -3127394 22451194 20700698 8469891 11198656 13981303 9502042 TO PASSIONATELY DELIVER AN ARRAY OF PERSON-DRIVEN SERVICES FOR PEOPLE WITH DISABILITIES IN PURSUIT OF THEIR LIFE VISIONS. 0 0 48405789 52599239 RESIDENTIAL LIVING: AN INTEGRATED RESIDENTIAL AND VOCATIONAL PROGRAM DESIGNED TO PROVIDE CONTINUOUS STAFF SUPPORT THAT IS CUSTOMIZED TO THE UNIQUE NEEDS OF EACH PERSON SERVED. THE INDIVIDUALS SUPPORTED ARE DIRECTLY INVOLVED IN DECIDING WHAT THEY NEED TO ACHIEVE THEIR VISION OF SUCCESS. THIS MEANS THAT PEOPLE WITH DISABILITIES CAN LIVE IN THEIR OWN HOMES AND LEAD MEANINGFUL LIVES. 371469 395418 EMPLOYMENT SUPPORTS:DEVELOPED TO PROVIDE HIGHLY CUSTOMIZED SERVICES TO HELP PEOPLE WITH DISABILITIES FIND AND MAINTAIN EMPLOYMENT. BEYOND FINDING A JOB, OUR PROCESS DEVELOPS A RELATIONSHIP WITH EACH INDIVIDUAL, IDENTIFIES WHAT THEY WANT OUT OF A CAREER, CREATES A COMPREHENSIVE CAREER GUIDE, AND SPENDS TIME ON THE WORKSITE TO ENSURE A SMOOTH TRANSITION FOR BOTH THE EMPLOYEE AND EMPLOYER. 745196 796108 COMMUNITY SUPPORTS:DESIGNED TO PROVIDE COMMUNITY-ORIENTED AND INTEREST-BASED ACTIVITIES, PLUS THERAPEUTIC SKILLS, TO BETTER INTEGRATE THE PEOPLE WE SUPPORT INTO THEIR FAMILIES AND COMMUNITIES. THIS PROGRAM ENHANCES EACH PERSON'S SOCIAL AND DECISION-MAKING SKILLS, CONNECTIONS TO THE COMMUNITIES IN WHICH THEY LIVE, AND A SENSE OF PERSONAL RESPONSIBILITY. 49522454 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 621 1 0 0 0 0 0 0 0 0 0 0 X 6 5 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 1.00 41.25 X X 0 474412 298228 TOM TEVIS TREASURER 1.00 0.00 X X 0 0 0 JOHN PFAB SECRETARY 1.00 0.00 X X 0 0 0 STEVE ROBERTS CHAIR 1.00 1.00 X X 0 0 0 BRIANNA TOTTY MEMBER 1.00 0.00 X 0 0 0 LISA GRUBLIS MEMBER 1.00 0.00 X 0 0 0 RAYMOND HERRON CHEIF FINANCIAL OFFICER 1.00 40.00 X 0 240383 663 KIMBERLY LOVE CEO 30.00 10.00 X 0 398983 89332 DANIEL OMUNE TEAM LEADER 40.00 1.00 X 162356 0 11298 BRENDA MARK TEAM LEADER 40.00 1.00 X 190740 0 22414 DANIELE TAMO TEAM LEADER 40.00 1.00 X 177704 0 12525 ROBERT CHALMERS TEAM LEADER 40.00 1.00 X 160877 0 12539 WILBERT SCHRADER III TEAM LEADER 40.00 1.00 X 185332 0 22093 877009 1113778 469092 10 0 1 0 SUDEEP CHAKRAVORTY MD 1228 SOUTHGATE DRIVE PITTSBURGH PA 15241 PSYCHIATRIC SERVICES 115000 FRONCZAK HVCA 24 LAUREL RD READING PA 19606 HVAC 112048 NOAH M JULIUS 6535 DAVIDSBURG ROAD DOVER PA 17315 HOME IMPROVEMENT SPECIALIST/CONTRACTOR 110197 3 PROGRAM SERVICES 623990 52722381 52722381 ROOM AND BOARD 623990 1068384 1068384 53790765 382 382 26357 0 26357 26357 26357 53817504 53790765 0 26739 31875889 31875889 862965 862965 4856464 4856464 2370457 2370457 7406089 7406089 16355 16355 31549 31549 745 745 538292 538292 5598471 5598471 1577486 1577486 5425 5425 3909 3909 470058 470058 413724 413724 MISCELLANEOUS EXPENSE 917020 917020 56944898 49522454 7422444 0 1341842 3745160 3253055 380841 4912023 4148428 119021 123189 14915396 3993153 10579954 10922243 2245299 1380837 22451194 20700698 2699533 3365848 5502057 5717544 268301 2115264 8469891 11198656 X 13273147 8779280 708156 722762 13981303 9502042 22451194 20700698 X -3127394 -1351867 X 0 1 X 1 0 X 475000 388742 299761 429774 437660 2030937 475000 388742 299761 429774 437660 2030937 2030937 2030937 1.00000 0.99080 X 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. 2510770 2510770 9709668 1712231 7997437 1533467 1533467 0 349161 349161 0 812330 398294 414036 10922243 CASH HELD FOR CLIENTS 109318 INVESTMENT IN WILLIAM PENN HUMAN SERVICES 50000 NET LOAN ORIGINATION FEES 5696 OPERATING LEASE RIGHT-OF-USE-ASSET 108677 FINANCE LEASE RIGHT-OF-USE-ASSET 1096706 IN KIND GIFT 10440 1380837 PAYABLE TO INVISION HUMAN SERVICES 754052 CASH HELD FOR CLIENTS 109318 CAPITAL COMMITMENT PAYABLE 17500 FINANCE LEASE LIABILITIES 1125717 OPERATING LEASE LIABILITIES 108677 2115264 54058769 241265 241265 53817504 0 53817504 57108396 163498 163498 56944898 0 56944898 PART XI, LINE 2D - OTHER ADJUSTMENTS: AWARDS FROM INVISION FOUNDATION 437,661. CHANGE IN INTEREST IN THE NET ASSETS OF INVISION FOUNDATION -359,894. BAD DEBT 163,498. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT 163,498. 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. 0 0 0 0 0 0 0 0 0 RUTH SIEGFRIED FOUNDER AND PRESIDENT 0 474412 0 0 0 0 262200 0 36028 0 298228 474412 0 0 KIMBERLY LOVE CEO 0 398983 0 0 0 0 49859 0 39473 0 89332 398983 0 0 RAYMOND HERRON CHEIF FINANCIAL OFFICER 0 240383 0 0 0 0 0 0 663 0 663 240383 0 0 BRENDA MARK TEAM LEADER 190740 0 0 0 0 0 5677 0 16737 0 213154 0 0 0 WILBERT SCHRADER III TEAM LEADER 185332 0 0 0 0 0 4994 0 17099 0 207425 0 0 0 DANIELE TAMO TEAM LEADER 177704 0 0 0 0 0 5256 0 7269 0 190229 0 0 0 DANIEL OMUNE TEAM LEADER 162356 0 0 0 0 0 4296 0 7002 0 173654 0 0 0 ROBERT CHALMERS TEAM LEADER 160877 0 0 0 0 0 5270 0 7269 0 173416 0 0 0 FORM 990, SCHEDULE J, LINE 3 THE BOARD OF DIRECTORS OF THE INVISION HUMAN SERVICES, A RELATED 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 I, LINE 6 BOARD MEMBERS SERVE IN A VOLUNTEER CAPACITY. FORM 990, PART I, LINE 1 INVISION CUSTOMIZED SERVICES PROVIDES INNOVATIVE, CUSTOMIZED SERVICES TO INDIVIDUALS UNDER THE BELIEF THAT EVERY PERSON HAS A VOICE, AND WE DEVELOP EACH SUPPORT THROUGH AN UNDERSTANDING OF THE IMPORTANCE AND POWER OF MUTUAL RELATIONSHIPS. THE ORGANIZATION PROVIDES SUPPORT THROUGH OUR RESIDENTIAL PROGRAM, COMMUNITY SUPPORTS AND EMPLOYMENT SUPPORTS. 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 ORGANIZATION UTILIZES EXTERNAL DATA FOR COMPANIES SIMILIAR IN REVENUES AND OPERATIONS, INCLUDING OTHER NONPROFIT ORGANIZATIONS, IN THE APPROVAL OF THE COMPENSATION FOR THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVILABLE UPON WRITTEN REQUEST FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS RELEASED FROM RESTRICTION BY INVISION FOUNDATION 437,660. CHANGE IN INTEREST IN NET ASSETS OF INVISION FOUNDATION -359,894. TRANSFER OF NET ASSETS RECEIVED DUE FROM INVISION FOUNDATION DUE TO MERGER 374,501. TRANSFER OF NET ASSETS RECEIVED DUE FROM INVISION INTEGRATED BEHAVORIAL HEALTH SERVICES DUE TO MERGER -1,804,134. INVISION HUMAN SERVICES 12450 PERRY HIGHWAY WEXFORD PA 15090 272934090 SUPPORT ORGANIZATION PA 501(C)(3) LINE 12C, III-FI N/A 0 INVISION INTEGRATED BEHAVIORAL HEALTH 12450 PERRY HIGHWAY WEXFORD PA 15090 814774757 SERVICES PA 501(C)(3) LINE 7 IHS 0 INVISION FOUNDATION 12450 PERRY HIGHWAY WEXFORD PA 15090 462374106 FUND RAISING PA 501(C)(3) LINE 10 IHS 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 INVISION HUMAN SERVICES K 371500 LEASE PAYMENTS INVISION HUMAN SERVICES E 3186748 LOAN GUARANTEE INVISION HUMAN SERVICES D 2243958 LOAN GUARANTEE INVISION HUMAN SERVICES M 7406089 MANAGEMENT FEES INVISION FOUNDATION S 437660 TRANSFER