2025-05-12T15:40:37-05:00 2024-06-30 341897225 HILL BARTH & KING LLC 100 PINEWOOD LANE SUITE 201 WARRENDALE PA 15086 990 2023-07-01 272934090 INVISION HUMAN SERVICES INVI 7249335100 12450 PERRY HIGHWAY WEXFORD PA 15090 RAYMOND HERRON CHIEF FINANCIAL OFFICER 7249335100 2025-05-12 1 1 TIMOTHY GAGEN P01939333 7249345300 2025-05-12 2023 2025-03-06 01:10:19Z RUTH SIEGFRIED 12450 PERRY HIGHWAY WEXFORD PA 15090 7982847 0 X WWW.INVISIONHS.ORG X 2010 PA SEE SCHEDULE O FOR THE ORGANIZATION'S SIGNIFICANT ACTIVITIES. 7 5 53 5 0 0 20000 0 7220001 7538522 0 0 348199 444325 7588200 7982847 0 0 0 0 5489301 5085310 0 0 89320 2716225 2761855 8205526 7847165 -617326 135682 6675817 7334892 4102800 4474556 2573017 2860336 TO PROVIDE INNOVATIVE LEADERSHIP, MANAGEMENT, AND GOVERNANCE TO THE INVISION HUMAN SERVICES FAMILY OF COMPANIES AND ITS BUSINESS PARTNERS SO THEY MAY PASSIONATELY AND SUCCESSFULLY PURSUE THEIR SPECIFIC MISSIONS. 0 0 7515770 THE ORGANIZATION PROVIDES MANAGERIAL AND ADMINISTRATIVE SERVICES FOR ITS SUBSIDIARIES. REFER TO SCHEDULE R FOR THE ENTITIES IT SUPPORTS. 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 1 157 0 53 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 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 PRESIDENT/FOUNDER 40.00 2.25 X X 474412 0 298228 JOANNE FASCIO CHAIR 1.00 1.00 X X 0 0 0 LINDA HUMPHREYS VICE CHAIR & SECRETARY 1.00 0.25 X X 0 0 0 JOHN EDDY TREASURER 1.00 0.25 X X 0 0 0 DEB HYATT-BURKHART COO 1.00 1.25 X 212301 0 20079 MARYJO ALIMENA-CARUSO MEMBER 1.00 1.00 X 0 0 0 AMANDA THOMAS MEMBER 1.00 0.00 X 0 0 0 RAYMOND HERRON CFO 40.00 3.00 X 240383 0 663 KIMBERLY LOVE CEO 10.00 31.00 X 398983 0 89332 GARY BLUMENTHAL VP OF GOVERNMENT RELATIONS 40.00 1.00 X 218325 0 21474 RAYMOND THOMAS DIRECTOR, QUALITY MANAGEMENT 40.00 1.00 X 114169 0 7229 GARY BOUGHAMER DIRECTOR, INFORMATION TECHNOLOGIES 40.00 1.00 X 110475 0 11605 AARON BOTCHERT DIRECTOR, COMMUNICATION AND OUTREACH 40.00 1.00 X 117661 0 25568 ERIN OSBORNE DIRECTOR, LEARNING AND DEVELOPMENT 40.00 1.00 X 100342 0 12072 1987051 0 486250 5 0 1 0 0 SEE SCHEDULE O 561000 7515770 7515770 22752 22752 7538522 444325 0 444325 444325 444325 7982847 7982847 0 0 714795 714795 3588524 3521096 67428 108080 108080 426214 419152 7062 247697 247697 282543 282543 76835 76835 196472 196472 43854 43854 79312 79312 835498 835498 170259 166258 4001 37190 37190 23399 23399 191874 191874 253820 253820 91574 91574 MISCELLANEOUS PERSONNEL 108878 106215 2663 DUES/MEMBERSHIPS 83463 83463 COMMUNICATIONS 81801 78553 3248 205083 200165 4918 7847165 0 7757845 89320 128174 139575 10897 114824 513333 550000 170990 209346 5990578 2080987 4099095 3909591 250000 250000 12379 10083 1490949 2151473 6675817 7334892 541203 672673 2416208 2243958 1145389 1557925 4102800 4474556 X 2569305 2857342 3712 2994 2573017 2860336 6675817 7334892 X 135682 131311 20326 X 0 1 X 1 0 X X X 1 INVISION CUSTOMIZED SERVICES 251701328 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3: RUTH SIEGFRIED IS PRESIDENT OF INVISION HUMAN SERVICES AND A BOARD MEMBER OF INVISION CUSTOMIZED SERVICES. PART IV, SECTION E, LINE 3A: THE BOARD OF DIRECTORS OF INVISION HUMAN SERVICES APPROVES THE APPOINTMENT OF ALL BOARD MEMBERS FOR INVISION CUSTOMIZED SERVICES. PART IV, SECTION E, LINE 3B: RUTH SIEGFRIED IS PRESIDENT OF INVISION HUMAN SERVICES AND A BOARD MEMBER OF INVISION CUSTOMIZED SERVICES. 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, INVISION FOUNDATION 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. 0 1 1 11209 1 22418 1 33627 0 1 134510 1 11209 1 11209 224182 0 SCHEDULE C, PART 11-B, LINE 1 INVISION HUMAN SERVICES UTILIZES A VICE PRESIDENT OF GOVERNMENT RELATIONS AND ADVOCACY TO PROVIDE DIRECT AND INDIRECT COMMUNICATIONS WITH STATE LEGISLATORS TO ENSURE CONTINUED FUNDING OF INVISION CUSTOMIZED SERVICES' PROGRAMS. 714000 714000 3281488 655460 2626028 1360233 870689 489544 513879 492655 21224 120978 62183 58795 3909591 INTEREST IN NET ASSETS OF INVISION FOUNDATION 2994 RECEIVABLE FROM INVISION CUSTOMIZED SERVICES 754052 DEFERRED COMPENSATION ASSET 1394427 2151473 CAPITAL COMMITMENT PAYABLE 87500 DEFERRED COMPENSATION 1470425 1557925 8134484 131311 20326 151637 7982847 0 7982847 7847165 0 7847165 0 7847165 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN THE NET ASSETS OF INVISION FOUNDATION -718. TRANSFER OF NET ASSETS RELEASED FROM RESTRICTION BY INVISION FOUNDATION 21,044. 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. X X X X X X 0 0 0 0 0 0 0 0 0 RUTH SIEGFRIED PRESIDENT/FOUNDER 474412 0 0 0 0 0 262200 0 36028 0 772640 0 0 0 KIMBERLY LOVE CEO 398983 0 0 0 0 0 49859 0 39473 0 488315 0 0 0 RAYMOND HERRON CFO 240383 0 0 0 0 0 0 0 663 0 241046 0 0 0 GARY BLUMENTHAL VP OF GOVERNMENT RELATIONS 218325 0 0 0 0 0 14577 0 6897 0 239799 0 0 0 DEB HYATT-BURKHART COO 212301 0 0 0 0 0 17079 0 3000 0 232380 0 0 0 RUTH SIEGFRIED FOUNDER & PRESIDENT LIFE INSURANCE POLICY PREMIUMS FOR THE PRESIDENT ADVANCED BY THE ORG. X 55000 550000 0 1 1 550000 FORTE MARKETING & PR LLC SIBLING OF PRESIDENT 45000 COMMUNICATION & COMMUNITY EDUCATION 0 FORM 990, PART I, LINE 1 DESCRIPTION OF ORGANIZATION MISSION: INVISION HUMAN SERVICES (IHS) IS A PARENT COMPANY, WHICH WAS ESTABILISHED TO BE A FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION FOR THE INVISION FAMILY OF COMPANIES PROVIDING PRODUCTS AND SERVICES DESIGNED TO TRANSFORM THE LIVES OF PEOPLE WITH INTELLECTUAL, PHYSICAL, NEUROLOGICAL AND OTHER DISABILITIES WHO ARE EXPERIENCING SIGNIFICANT LIFE CHALLENGES. REFER TO SCHEDULE R FOR ACTIVITIES BETWEEN IHS AND ITS SUPPORTED ORGANIZATIONS. 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 BOARD OF DIRECTORS OF THE 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 VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION -718. TRANSFER OF NET ASSETS RELEASED FROM RESTRICTION BY INVISION FOUNDATION 21,044. FORM 990, PART VIII, LINE 2A MANAGEMENT FEES FROM SUPPORTED ORGANIZATIONS INVISION CUSTOMIZED SERVICES 12450 PERRY HIGHWAY WEXFORD PA 15090 251701328 SERVICES PA 501(C)(3) LINE 7 IHS 1 INVISION FOUNDATION 12450 PERRY HIGHWAY WEXFORD PA 15090 462374106 SERVICES PA 501(C)(3) LINE 7 IHS 1 INVISION INTEGRATED BEHAVIORAL HEALTH 12450 PERRY HIGHWAY WEXFORD PA 15090 814774757 SERVICES PA 501(C)(3) LINE 7 IHS 1 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 INVISION CUSTOMIZED SERVICES D 3186748 LOAN GUARANTEE INVISION CUSTOMIZED SERVICES E 2243958 LOAN GUARANTEE INVISION CUSTOMIZED SERVICES L 7406089 MANAGEMENT FEE CHARGED INVISION CUSTOMIZED SERVICES J 371500 LEASE PAYMENTS RECEIVED INVISION FOUNDATION S 21044 TRANSFER INVISION INTEGRATED BEHAVIORAL HEALTH SERVICES J 72825 LEASE PAYMENTS RECEIVED INVISION INTEGRATED BEHAVIORAL HEALTH SERVICES L 109681 MANAGEMENT FEE CHARGED