2026-07-09T12:39:25-05:00 2025-09-30 881478669 CBIZ ADVISORS LLC 100 WESTMINSTER STREET SUITE 500 PROVIDENCE RI 02903 990 2024-10-01 042701621 INDEPENDENCE ASSOCIATES INC INDE 5085832166 100 LAUREL STREET 122 EAST BRIDGEWATER MA 02333 MARY ELLEN GATTO BUSINESS MANAGER 5085832166 2026-07-09 1 1 HUI ZENG P02197672 4016004500 2026-07-07 2024 2025-03-06 01:10:19Z MARY ELLEN GATTO 100 LAUREL STREET SUITE 122 EAST BRIDGEWATER MA 02333 2451552 0 X WWW.IACIL.ORG X 1980 MA SINCE 1980, IA HAS WORKED WITH PEOPLE WITH DISABILITIES PROVIDING THE RESOURCES WHICH ENABLE THEM TO LIVE AS INDEPENDENTLY AS THEY WISH IN THE SETTING THAT THEY CHOOSE. LIVING INDEPENDENTLY IS ABOUT DIGNITY, FREEDOM AND OVERCOMING THE BARRIERS WHICH STILL EXIST TODAY FOR PERSONS WITH DISABILITIES. AS A CROSS AGE, CROSS CULTURAL AND CROSS DISABILITY ORGANIZATION, IA WORKS TO PROVIDE RESOURCES TO ANY PERSON WITH A DISABILITY LIVING WITHIN THE COMMUNITIES WE SERVE. 6 6 35 0 0 0 1398 8250 2300218 2436570 1033 2041 23 4691 2302672 2451552 0 0 0 0 1599387 1547495 0 0 0 721404 935867 2320791 2483362 -18119 -31810 1144913 1001856 314819 203572 830094 798284 X SINCE 1980, IA HAS WORKED WITH PEOPLE WITH DISABILITIES PROVIDING THE RESOURCES WHICH ENABLE THEM TO LIVE AS INDEPENDENTLY AS THEY WISH IN THE SETTING THAT THEY CHOOSE. LIVING INDEPENDENTLY IS ABOUT DIGNITY, FREEDOM AND OVERCOMING THE BARRIERS WHICH STILL EXIST TODAY FOR PERSONS WITH DISABILITIES. AS A CROSS AGE, CROSS CULTURAL AND CROSS DISABILITY ORGANIZATION, IA WORKS TO PROVIDE RESOURCES TO ANY PERSON WITH A DISABILITY LIVING WITHIN THE COMMUNITIES WE SERVE. 0 0 943810 1051235 INDEPENDENT LIVING SERVICES PROVIDE INDIVIDUALS WITH DISABILITIES THE SKILLS AND RESOURCES TO ENCOURAGE SELF-SUFFICIENCY AND PERSONAL INDEPENDENCE. 709 CONSUMERS WERE SERVED. 101352 42635 PRE-EMPLOYMENT TRANSITION SERVICES ASSISTS PEOPLE WITH DISABILITIES TRANSITIONING FROM NURSING HOMES OR OTHER INSTITUTIONALIZED SETTINGS INTO THE COMMUNITY AS WELL AS YOUTH TRANSITIONING FROM SCHOOL LIFE TO ADULTHOOD. 1181835 1319580 THE PERSONAL CARE ATTENDANT (PCA) PROGRAM IS A PROGRAM THAT IS MANAGED BY THE CONSUMER, AND FUNDED BY MASSHEALTH. THIS PROGRAM ENABLES INDIVIDUALS WITH A PERMANENT OR LONG-TERM DISABILITY TO LIVE INDEPENDENTLY AT HOME WITH THE SERVICES NECESSARY TO REMAIN INDEPENDENT. 17986 9949 VOCATIONAL REHABILITATION SERVICES PROVIDE INDIVIDUALS WITH DISABILITIES THE SKILLS AND RESOURCES TO LEAD TO SUCCESSFUL INDEPENDENT EMPLOYMENT. 36 CONSUMERS WERE SERVED. 13500 13171 OTHER PROGRAM SERVICES RELATED TO DME (DURABLE MEDICAL EQUIPMENT) REUSE 31486 23120 2258483 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MA X X MARY ELLEN GATTO 5085832166 100 LAUREL STREET SUITE 122 EAST BRIDGEWATER MA 02333 SUZANNE ALLORE PRESIDENT 1.00 X X 0 0 0 ANITA A ASHDON VICE PRESIDENT 1.00 X X 0 0 0 ROBERT THAYER MEMBER 1.00 X 0 0 0 ANDREW BROWN TREASURER 1.00 X X 0 0 0 ELIZABETH GRAY SECRETARY 1.00 X X 0 0 0 MELISSA NUSSEY MEMBER 1.00 X 0 0 0 STEVEN S HIGGINS EXECUTIVE DIRECTOR 37.50 X 120033 0 13218 MARY ELLEN GATTO BUSINESS MANAGER 37.50 X 102188 0 12785 222221 0 26003 2 0 0 0 0 8250 8250 CONTRACT REVENUE 624100 1652380 1652380 MEDICAID AND THIRD PAR 624100 784190 784190 2436570 2041 2041 OTHER REVENUE 624100 4691 4691 4691 2451552 2441261 0 2041 X 138325 121726 16599 1084123 1070066 14057 206089 199482 6607 118958 115365 3593 465319 386239 79080 18301 18301 39140 18424 20716 5806 1925 3881 152113 148272 3841 80992 72444 8548 560 560 1170 1170 4955 4955 34982 33073 1909 EQUIPMENT RENTAL & MAIN 52157 26312 25845 DUES & SUBSCRIPTIONS 32152 12231 19921 CONSUMER TRANSITION 18863 18863 TELEPHONE 12282 1912 10370 17075 8893 8182 2483362 2258483 224879 0 374426 380669 51033 53072 519815 503531 22942 22605 297231 296225 5961 1006 170736 40973 1144913 1001856 146141 178869 12057 12057 156621 12646 314819 203572 X 825094 793284 5000 5000 830094 798284 1144913 1001856 -31810 0 X X 0 1 X 1 0 X 1239204 1297148 1276668 1474911 1665321 6953252 602615 659570 878597 826728 784190 3751700 1841819 1956718 2155265 2301639 2449511 10704952 0 0 0 10704952 1033 2041 3074 1033 2041 3074 5 4000 4005 1841824 1960718 2155265 2302672 2451552 10712031 0.99930 0.99950 0.00030 0.00010 X 34441 33439 1002 262790 262786 4 1006 LEASE LIABILITY 12646 12646 X 2451552 0 2451552 0 2451552 2483362 0 2483362 0 2483362 PART X, LINE 2: THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). THE AGENCY IS, HOWEVER, SUBJECT TO THE TAX ON UNRELATED BUSINESS INCOME, IF ANY SUCH INCOME EXISTS. IN ADDITION, THE AGENCY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE AGENCY RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX POSITIONS AND ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX POSITIONS IS ADJUSTED WHEN NEW INFORMATION BECOMES AVAILABLE, OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED INCOME TAXES, IF IDENTIFIED, WOULD BE CLASSIFIED AS ADDITIONAL INCOME TAXES IN THE STATEMENTS OF ACTIVITIES. MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS AT SEPTEMBER 30, 2025 AND 2024. THE AGENCY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, GENERALLY FOR A PERIOD OF 3 YEARS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE BEEN FORMED TO ACT WITH AUTHORITY ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS RECEIVES, REVIEWS AND APPROVES THE AUDITED FINANCIAL STATEMENTS WHICH SERVE AS THE BASIS FOR THE ACCOUNTANT-PREPARED FORM 990. THE BOARD OF DIRECTORS THEN RECEIVES THE DRAFT FORM 990 VIA EMAIL FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, MANAGEMENT AND STAFF MEMBERS SHALL ANNUALLY DISCLOSE ANY ANTICIPATED OR POSSIBLE INVOLVEMENT THAT THEY OR A MEMBER OF THEIR IMMEDIATE FAMILY MAY HAVE WITH INDIVIDUALS AND ORGANIZATIONS THAT MIGHT PRODUCE A CONFLICT IN THEIR WORK ON BEHALF OF INDEPENDENCE ASSOCIATES, INC. IN ADDITION TO THE ABOVE ANNUAL DISCLOSURE, EACH MEMBER OF THE BOARD OF DIRECTORS, OFFICERS, MANAGEMENT AND STAFF MEMBERS SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT HE OR SHE HAS RECEIVED, READ, UNDERSTANDS AND AGREES TO COMPLY WITH THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS WERE PROVIDED INFORMATION ON THE SALARIES OF OTHER EXECUTIVE DIRECTORS OF CENTERS FOR INDEPENDENT LIVING, THEY REVIEWED THE BUDGET FOR INCREASE FEASIBILITY AND APPROVED INCREASES CONSISTENT WITH ANNUAL EVALUATION OF WORK PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 18 THE FINANCIAL STATEMENTS, FORM 990, AND STATE CHARITIES FILING (FORM PC) ARE AVAILABLE TO THE PUBLIC ON THE MASSACHUSETTS STATE ATTORNEY GENERAL'S WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE ON THE MASSACHUSETTS SECRETARY OF STATE'S WEBSITE. FORM 1023 IS AVAILABLE UPON REQUEST FROM THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 POLICIES ARE NOT MADE AVAILABLE TO THE PUBLIC. SEE SCHEDULE O DISCLOSURE TO FORM 990, PART VI, SECTION C, LINE 18 FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 386,239. MANAGEMENT AND GENERAL EXPENSES 79,080. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 465,319. FORM 990, PART XII, LINE 2C: THERE WERE NOT ANY CHANGES IN THE INDEPENDENT ACCOUNTANT AND THE OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEARS. FORM 990, PART V, LINE 7G: THE ORGANIZATION DID NOT RECEIVE ANY CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY DURING THE YEAR, AND THEREFORE WAS NOT REQUIRED TO FILE FORM 8899. FORM 990, PART V, LINE 7H: THE ORGANIZATION DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES, AND OTHER VEHICLES DURING THE YEAR, AND THEREFORE, WAS NOT REQUIRED TO FILE FORM 1098-C.