2026-04-30T11:20:48-05:00 2025-06-30 363168081 SIKICH LLC 1415 W DIEHL RD SUITE 400 NAPERVILLE IL 605632349 990 2024-07-01 364057568 INDIVIDUAL ADVOCACY GROUP INC INDI 6307590201 1289 WINDHAM PKWY ROMEOVILLE IL 60446 DR DAVID BROOKS COO/TREASURER 6307590201 2026-04-28 1 1 KURT N WALCUTT P00650229 6305668400 2026-04-25 2024 2025-03-06 01:10:19Z JEAN ZYZNIEWSKI 1289 WINDHAM PKWY ROMEOVILLE IL 60446 67897610 0 X WWW.INDIVIDUALADVOCACYGROUP.COM X 1995 IL TO AID & PROVIDE SPECIALIZED SERVICES TO BOTH CHILDREN AND ADULTS WITH DISABILITIES. 8 8 925 8 0 0 83925 395492 60968152 66517213 66597 492378 504774 475863 61623448 67880946 0 0 0 0 42938807 49232356 0 0 90258 11764264 12762332 54703071 61994688 6920377 5886258 35165031 40738188 7828067 7514966 27336964 33223222 X IAG'S MISSION IS TO AID & PROVIDE CUSTOMIZED SERVICES TO BOTH CHILDREN AND ADULTS WITH DISABILITIES, AND THEIR FAMILIES, TO LIVE NORMAL LIVES IN THE COMMUNITY, TO REMAIN IN A COMMUNITY HOME, LIVE INDEPENDENTLY AND ACTIVELY PARTICIPATE IN COMMUNITY LIFE. 0 0 28875396 31722838 DEPARTMENT OF HUMAN SERVICES (DHS) COMMUNITY INTEGRATED LIVING ARRANGEMENT (CILA) PROGRAM SERVES INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES ON A 24 HOUR A DAY OR 15 HOUR A WEEK INTERMITTENT BASIS AS DETERMINED BY NEED. IAG SERVED OVER 200 INDIVIDUALS IN THE CILA PROGRAM. 220 CLIENTS SERVED. 10223017 11525129 INDIVIDUAL SUPPORT OPTION (ISO) IS A MEDICAID WAIVER PROGRAM ADMINISTRATED BY THE DEPARTMENT OF DISABILITY SERVICES (DDS) IN WASHINGTON, D.C. THE ISO REQUIRES THAT ALL PARTICIPATING INDIVIDUALS MEET WAIVER INTELLECTUAL DISABILITY/DEVELOPMENTAL ELIGIBILITY REQUIREMENTS, RESIDE IN GENERAL COMMUNITY HOUSING, SINGLE FAMILY HOMES OR APARTMENTS, AND HAVE NO MORE THAN THREE PEOPLE RESIDING AT A RESIDENTIAL SITE. THE PROGRAM ALSO INCLUDES DAY HABILITATION AND VOCATIONAL SUPPORTS, BEHAVIORAL/MENTAL HEALTH THERAPIES AND, AS NEEDED, SKILLED NURSING SERVICES. 33 CLIENTS SERVED. 4543799 5640819 DEPARTMENT OF HUMAN SERVICES SHORT TERM STABILIZATION HOMES (SSH)PROVIDE COMPREHENSIVE CLINCAL INTERVENTIONS, PERSON-CENTERED, HOLISTIC CARE, AND POSITVE AND SUSTAINABLE BEHAVIORAL INTERVENTIONS TO STABILIZE INDIVIDUALS REFERRED TO PROGRAM WITHIN 30 TO 90 DAYS WITH A SUCCCESSFUL RETURN TO COMMUNITY PLACEMENT. THERE ARE 10 CLIENTS SERVED IN THIS PROGRAM. 11650584 17628427 ALL OTHER ACCOMPLISHMENTSTHE DAY PROGRAM AND THE SUBCONTRACT DAY PROGRAM ARE DEVELOPMENTAL TRAINING PROGRAMS THAT HELP PEOPLE WITH DEVELOPMENTAL AND OTHER DISABILITIES ACQUIRE INTERPERSONAL SKILLS FOR PARTICIPATING IN THE COMMUNITY THROUGH WORK TRAINING AND COMMUNITY ACTIVITY PROGRAMS. THE DAY PROGRAM ALSO PROVIDE SERVICES TO MOST OF OUR 224 CILA INDIVIDUALS. THE INTERMEDIATE CARE FACILITY FOR THE INDIVIDUAL WITH AN INTELLECTUAL DISABILITY (ICFIID) DEVELOPMENTAL TRAINING (DT) PROGRAM IS PART OF THE 24-HOUR MEDICAID ENTITLEMENT PROGRAM FOR CHILDREN AND ADULTS WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES WHO MEET ELIGIBILITY REQUIREMENTS. THE DT PROGRAM IS A SUBCONTRACT WITH AN ICFIID WITH A LICENSED DT PROVIDER FOR FIVE DAYS PER WEEK OVER 12 MONTHS PROVIDING 240 DAYS OF SERVICE TO INDIVIDUALS WHO RESIDE AT THE ICFIID. IAG PROVIDES DT SERVICES FOR MORE THAN 153 PEOPLE FROM 5 ICFIID. THE PROGRAM PROVIDES TRAINING AND SUPPORTS RANGING FROM SELF CARE AND PROFESSIONAL HYGIENE TRAINING TO COMMUNITY ACTIVITIES AND INTERNET LEARNING PROGRAM BASED ON INDIVIDUAL NEEDS AND INTERESTS.THE DHS TRAUMATIC BRAIN INJURY (TBI) WAIVER PROGRAM PROVIDES A STAY AT HOME OPTION TO NURSING HOME PLACEMENT FOR CHILDREN AND ADULTS WHO HAVE SUSTAINED A TBI. INDIVIDUALS WITH A TBI MAY ELECT TO STAY AT HOME AND USE CASE COORDINATORS TO IDENTIFY AND LOCATE NECESSARY SUPPORTS RANGING FROM A PERSONAL ASSISTANT TO VISITING NURSE TO HOME MODIFICATION FOR ACCESSIBILITY. IAG PROVIDES ONGOING CASE COORDINATION FOR PEOPLE WHO HAVE SUCCESSFULLY REMAINED AT HOME RATHER THAN PLACEMENT IN A NURSING HOME.IN THE HOST FAMILY PROGRAM, A FAMILY ACCEPTS ONE OR TWO ADULT INDIVIDUALS WITH AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY INTO THEIR HOME AS FAMILY MEMBERS. THE HOST FAMILY CONTRACTS WITH IAG FOR PAYMENT OF ITS SUPPORT AND SERVICES.DHS THERAPY AND BEHAVIORAL SERVICES ARE PROVIDED BY LICENSED PROFESSIONALS WHO ARE CERTIFIED (NPI) MEDICAID PROVIDERS. THERAPISTS PROVIDE INTERVENTIONS FOR INDIVIDUALS OR GROUPS WITH ISSUES RANGING FROM SEVERE MENTAL ILLNESS OR POST TRAUMA DISORDERS TO INTERPERSONAL RELATIONSHIPS. BEHAVIORAL, SERVICES ARE PROVIDED BY PH,D./PSY,P. LICENSED PSYCHOLOGISTS OR CERTIFIED BEHAVIOR ANALYSTS FOR INDIVIDUALS WITH SEVERE AND PERSISTENT BEHAVIORAL DISORDERS. 153 PEOPLE IN IAG'S CILA PROGRAM RECEIVED THERAPY AND/OR SUPPORT EACH YEAR.HOME BASED SERVICES PROGRAM IS PART OF THE WAIVER PROGRAM FOR CHILDREN AND ADULTS WITH AN INTELLECTUAL DISABILITY/DEVELOPMENTAL DISABILITY. IAG SUPPORTS INDIVIDUALS AND THEIR FAMILIES TO CONTINUE HOME BASED LIVING, BY ASSISTING THEM IN ACQUIRING NEEDED PERSONAL EQUIPMENT SUCH AS AN E.G. AND A WHEELCHAIR.SHORT TERM STABILIZATION HOMES PROGRAM (SSH) FUNDED BY ILLINOIS DEPARTMENT OF HUMAN SERVICES (IDHS), DIVISION OF DEVELOPMENTAL DISABILITIES, THE SSH PROGRAM WILL PROVIDE, UPON REFERRAL FROM THE DIVISION OF DEVELOPMENTAL DISABILITIES (DDD), SHORT TERM STABILIZATION RESIDENTIAL SERVICES FOR UP TO 90 DAYS TO ADULTS WITH AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY WHO ARE EXPERIENCING ACTIVE BEHAVIORAL CONDITIONS. 11650584 17628427 55292796 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 165 0 925 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X DR DAVID BROOKS 6307590201 1289 WINDHAM PKWY ROMEOVILLE IL 60446 JEAN ZYZNIEWSKI CHAIRPERSON 1.00 X X 0 0 0 JOEY GERBAC VICE CHAIRPERSON 1.00 X X 0 0 0 JIM MATOUSEK SECRETARY 1.00 X X 0 0 0 STEVE MORCOS DIRECTOR 1.00 X 0 0 0 EVA GERBAC DIRECTOR 1.00 X 0 0 0 LEAH FORD DIRECTOR 1.00 X 0 0 0 MATT KOWALKI DIRECTOR 1.00 X 0 0 0 BRAIN PETERSON DIRECTOR 1.00 X 0 0 0 DR CHARLENE BENNETT PRESIDENT 40.00 X 249628 0 26539 DR DAVID BROOKS TREASURER 40.00 X 129799 0 54398 SAGKILA PUCKETT DFO 40.00 X 225024 0 0 CASEY NELSON REGIONAL ADMIN 40.00 X 186767 0 0 STACI DEAN-FOUNTAIN DIRECTOR OF HR 40.00 X 164627 0 0 BRIAN BLACK DIRECTOR OF COMMUNITY OUTINGS 40.00 X 169014 0 0 MELISSA ROWE REGIONAL ADMIN 40.00 X 149380 0 0 1274239 0 80937 7 0 1 0 ABA OF ILLINOIS 1501 DOGWOOD DRIVE WOODRIDGE IL 60517 BEHAVIORAL THERAPY 286742 MICHELE WELLS 1300 CHESTERFIELD LANE GRAYSLAKE IL 60030 PROVIDES ROOM, BOARD, & SUPPORT FOR INDI 133995 LHH RECRUITMENT DEPT CH 14031 PALATINE IL 600554031 STAFFING 116721 3 15400 227776 152316 395492 FEES & CONTRACTS FROM GOVERNMENT 624100 58225821 58225821 DAY PROGRAM 624100 5107704 5107704 TENANT RENTS & OTHER PROGRAM 624100 2916352 2916352 BEHAVIORAL HEALTH CENTER 624100 267336 267336 66517213 477009 477009 15369 0 15369 15369 15369 60608 15400 16664 43944 43944 MISCELLANEOUS 900099 431919 431919 431919 67880946 66517213 0 968241 457375 252613 204762 42994419 39221022 3734063 39334 2317006 2196336 102428 18242 3463556 3221520 239616 2420 1706583 1298577 403926 4080 508719 44858 459222 4639 197129 136559 59964 606 2064407 1906142 156547 1718 531967 496591 35022 354 20123 20123 556411 483604 72079 728 746882 712155 27622 7105 RENT EXPENSE CLIENT 2358892 2318092 40800 OPERATING SUPPLIES & AC 1835766 1700639 133776 1351 EQUIPMENT REPAIRS & MAI 1489842 1012033 473031 4778 OTHER EXPENSES 401492 141040 257681 2771 344119 130892 211095 2132 61994688 55292796 6611634 90258 16793955 18774126 4232925 4390487 6173011 9033531 535681 676549 10811790 4407505 5509452 6404285 1920007 1459210 35165031 40738188 4393522 5118245 1125235 80696 382275 867853 1927035 1448172 7828067 7514966 X 27336964 33223222 27336964 33223222 35165031 40738188 5886258 0 X 0 1 X 1 0 X 834827 293730 340529 83925 395492 1948503 41295032 44880775 51749741 60968152 66517213 265410913 42129859 45174505 52090270 61052077 66912705 267359416 5000 5341 10341 0 5000 5341 10341 267349075 2204 58751 65264 61673 477009 664901 2204 58751 65264 61673 477009 664901 14108 42054 5992 504774 475863 1042791 42146171 45275310 52161526 61618524 67865577 269067108 0.99360 0.99680 0.00250 0.00080 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 11,892. 2021 AMOUNT: $ 42,054. 2023 AMOUNT: $ 486,048. 2024 AMOUNT: $ 431,919. FUNDRAISING EVENT NET INCOME - 2020 AMOUNT: $ 2,216. 2022 AMOUNT: $ 5,992. 2023 AMOUNT: $ 18,726. 2024 AMOUNT: $ 43,944. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 204823 204823 6252680 1396697 4855983 245024 94855 150169 661629 481964 179665 3447634 2433989 1013645 6404285 OPERATING LEASE LIABILITY 1448172 1448172 X 67897610 16664 16664 67880946 0 67880946 62011352 16664 16664 61994688 0 61994688 PART X, LINE 2: THE AGENCY IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE AGENCY IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE AGENCY EVALUATES UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO RECORDED UNCERTAIN TAX POSITIONS RECORDED IN 2025 OR 2024. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE AGENCY IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 16,664. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 16,664. GOLF OUTING 76008 15400 60608 6297 7357 3010 76008 15400 60608 6297 7357 3010 16664 43944 X X 0 0 0 0 0 0 0 0 0 DR CHARLENE BENNETT PRESIDENT 249628 0 0 0 0 0 0 0 26539 0 276167 0 0 0 SAGKILA PUCKETT DFO 199977 0 25047 0 0 0 0 0 0 0 225024 0 0 0 CASEY NELSON REGIONAL ADMIN 180601 0 6166 0 0 0 0 0 0 0 186767 0 0 0 DR DAVID BROOKS TREASURER 129799 0 0 0 0 0 0 0 54398 0 184197 0 0 0 BRIAN BLACK DIRECTOR OF COMMUNITY OUTINGS 168499 0 515 0 0 0 0 0 0 0 169014 0 0 0 STACI DEAN-FOUNTAIN DIRECTOR OF HR 145577 0 19050 0 0 0 0 0 0 0 164627 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JOEY GERBAC AND EVA GERBAC HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF THE 990 PRIOR TO FILING. THE 990 IS REVIEWED AND DISCUSSED AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS MONITORED AND REVIEWED BY IAG'S ATTORNEY AND ISSUES OF POSSIBLE CONFLICT ARE PRESENTED FOR DISCUSSION WITH THE BOARD OF DIRECTORS. THE BUSINESS OFFICE REVIEWS NEW AND RENEWED CONTRACTS FOR OUTSIDE CONTRACTORS AND VENDERS FOR POSSIBLE CONFLICT OF INTEREST. POSSIBLE INSTANCES OF CONFLICT OF INTEREST ARE REFERRED TO THE CEO WHO REVIEWS AREAS OF POSSIBLE CONFLICT WITH THE AGENCY ATTORNEY. IF POSSIBLE CONFLICT MAY BE EVIDENT, THE ISSUE IS PRESENTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR CEO AND EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MAY REVIEW COMPENSATION SURVEYS AND RELATED INFORMATION, AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 ITEMS ARE MADE AVAILABLE UPON REQUEST.