2024-05-14T14:33:10-05:00 2023-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2022-07-01 351661813 TANGRAM INC TANG 3175711042 5155 PENNWOOD DRIVE INDIANAPOLIS IN 46205 SHANNON SAMUEL CRISS PRESIDENT/CEO 3175711042 2024-05-14 1 SHANNON SAMUEL CRISS 999009999 1 TYLER GREENE CPA P00057872 3176334705 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHANNON SAMUEL CRISS 5155 PENNWOOD DRIVE INDIANAPOLIS IN 46205 10158507 0 X WWW.THETANGRAMWAY.ORG X 1985 IN TO SUPPORT PEOPLE WITH DISABI- LITIES BY DESIGNING SERVICES TO MEET THEIR SPECIFIC NEEDS & DESIRES. 11 11 342 17 0 0 860581 532469 9017945 8479073 485190 592352 11332 43269 10375048 9647163 0 0 0 0 9586309 9986561 0 0 95159 1422104 1787350 11008413 11773911 -633365 -2126748 13007622 11778656 1242570 1859048 11765052 9919608 X TANGRAM, INC. SUPPORTS PEOPLE WITH DISABILITIES BY DESIGNING SERVICES TO MEET THEIR SPECIFIC NEEDS AND DESIRES. WE ASSIST THEM TO LIVE FULL, MEANINGFUL, AND HAPPY LIVES, AT HOME AND AS MEMBERS OF THEIR COMMUNITY. [CONTINUE TO SCHEDULE O][CONTINUE FROM PAGE 2] TANGRAM JOINS WITH COMMUNITY PARTNERS TO CREATE INCLUSIVE AND SUSTAINABLE SOLUTIONS TO CHALLENGES FACED BY THOSE IMPACTED BY DISABILITIES. 0 0 9905349 7998136 TANGRAM'S COMMUNITY LIVING SERVICES PROVIDE THE NECESSARY SUPPORTS TO HELP THE INDIVIDUALS WE SERVE ACHIEVE INDEPENDENCE, MAINTAIN THEIR HEALTH AND WELLNESS, MANAGE THEIR FINANCES, AND BUILD THE LIVES THEY ENVISION FOR THEMSELVES. IN THE YEAR ENDED JUNE 30, 2023, TANGRAM PROVIDED OVER 185,100 HOURS OF SUPPORT TO 154 ADULTS AND YOUTH WITH DISABILITIES, HELPING THOSE WE SERVE LIVE A FULL AND MEANINGFUL LIVES IN THE COMMUNITIES OF THEIR CHOICE. 507824 377578 AS PART OF TANGRAM'S HOLISTIC APPROACH FOR SERVING PERSONS LIVING WITH DISABILITIES, WE PROVIDE BEHAVIORAL CONSULTATION AND TRAINING. WE WORK WITH A TEAM TO DEVELOP A UNIQUELY CUSTOMIZED BEHAVIORAL SUPPORT PLAN AND OFFER TRAINING TO HELP INDIVIDUALS AND THEIR SUPPORT TEAM TO IMPLEMENT THE PLAN. OUR INDIVIDUALIZED APPROACH IS DESIGNED TO ENHANCE THE BEHAVIORAL HEALTH OF EACH INDIVIDUAL AND HELP HIM OR HER CONTINUE ON A PATH OF GREATER SELF-DETERMINATION, INDEPENDENCE, AND INVOLVEMENT. IN THE YEAR ENDED JUNE 30, 2023, TANGRAM PROVIDED OVER 20,550 HOURS OF BEHAVIORAL SUPPORT AND TRAINING SERVICES TO 119 PERSONS LIVING IN THE COMMUNITY. 98650 94434 AS A VOCATIONAL REHABILITATION PROVIDER, TANGRAM HELPS INDIVIDUALS WITH DISABILITIES AND VETERANS FIND COMPETITIVE EMPLOYMENT. FOR THE YEAR ENDED JUNE 30, 2023, 79 CLIENTS WERE SERVED IN EIGHT COUNTIES. 8925 8925 10511823 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 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 0 0 0 0 0 1 13 0 1 342 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X SHANNON SAMUEL CRISS 3175711042 5155 PENNWOOD DRIVE INDIANAPOLIS IN 46205 DAWN LIVELY CHAIR 1.00 0.00 X X 0 0 0 BOB REDMAN VICE CHAIR 1.00 0.00 X X 0 0 0 BRONWEN MANTLO SECRETARY 1.00 0.00 X X 0 0 0 MALLORY HARNISH TREASURER 1.00 0.00 X X 0 0 0 COURTNEY KASINGER DIRECTOR 1.00 0.00 X 0 0 0 MELISSA NORMAN DIRECTOR 1.00 0.00 X 0 0 0 MAURY PLAMBECK DIRECTOR 1.00 0.00 X 0 0 0 DANIEL REY-SILVA DIRECTOR 1.00 0.00 X 0 0 0 LEAH SAMPLES DIRECTOR 1.00 0.00 X 0 0 0 BRITT GRIFFIN DIRECTOR 1.00 0.00 X 0 0 0 JONATHAN MCCARTY DIRECTOR 1.00 0.00 X 0 0 0 CURTIS POPP DIRECTOR PARTIAL TERM 1.00 0.00 X X 0 0 0 SUSAN THOMAS DIRECTOR PARTIAL TERM 1.00 0.00 X X 0 0 0 SHANNON SAMUEL CRISS CEO 40.00 0.00 X 133987 0 3325 STEPHANIE GABBERT CHIEF FINANCIAL OFFICER 40.00 0.00 X 96862 0 16929 ARI CAMPBELL CHIEF PROGRAM STRATEGY OFFICER 40.00 0.00 X 94671 0 22209 CHRISTIANAH B ADEGOKE DIRECT SUPPORT PROFESSIONAL 40.00 0.00 X 102683 0 0 JANNEKA T PAYNE DIRECT SUPPORT PROFESSIONAL 40.00 0.00 X 131169 0 11394 FAVOR J TRIUMPHANIAN DIRECT SUPPORT PROFESSIONAL 40.00 0.00 X 118108 0 11394 677480 0 65251 4 0 0 0 0 154803 36295 341371 36295 532469 COMMUNITY LIVING SERVI 624100 7998136 7998136 BEHAVIORAL CONSULTATIO 624100 377578 377578 BUSINESS RESOURCING 624100 94434 94434 LIFE COACHING 624100 8925 8925 8479073 195313 195313 153977 744100 0 501038 153977 243062 397039 397039 15485 10306 5179 5179 38090 38090 38090 9647163 8479073 0 635621 367984 275988 91996 7929533 7849899 20809 58825 1028751 955026 66093 7632 660293 612973 42422 4898 4514 1122 3392 85111 21157 63954 65453 16270 49183 286865 71308 201413 14144 1771 893 878 68126 34348 32874 904 117760 59372 58388 188352 94963 93389 180387 90948 89439 2 2 217139 124322 91036 1781 46352 38277 8075 RECRUITMENT 337829 170327 163017 4485 LICENSES, DUES, AND SUB 136666 68905 65948 1813 CLOSING COSTS 41437 20892 19995 550 9586 4833 4626 127 11773911 10511823 1166929 95159 2109169 1922869 95574 95574 720963 965019 95384 53192 3471662 2399174 1657494 1072488 8300933 7612717 28105 56797 13007622 11778656 790705 928262 451865 930786 1242570 1859048 X 4341634 2420209 7423418 7499399 11765052 9919608 13007622 11778656 -2126748 281304 0 X X 0 1 X 1 0 X 1201938 476645 2827964 860581 532469 5899597 9953973 9621457 8822813 9017945 8479073 45895261 1370 24661 15485 41516 11157281 10098102 11650777 9903187 9027027 51836374 0 0 0 51836374 101076 87679 67640 73846 64950 395191 101076 87679 67640 73846 64950 395191 5042 1792 89483 1017 38090 135424 11263399 10187573 11807900 9978050 9130067 52366989 0.98990 0.99190 0.00750 0.00650 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 5,042. 2019 AMOUNT: $ 1,792. 2020 AMOUNT: $ 89,483. 2021 AMOUNT: $ 1,017. 2022 AMOUNT: $ 38,090. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7423418 589065 513084 7499399 8911136 -1155358 332360 7423418 7061294 1849842 8911136 6749561 311733 7061294 6119309 630252 6749561 0.81031 0.18969 0 0 131088 131088 1941688 1279612 662076 420621 272528 148093 978265 847034 131231 1072488 X PART V, LINE 4: TANGRAM'S USE OF ENDOWMENT FUND INCOME WILL BE STRATEGIC, TIME-BOUND PROJECTS THAT ARE MISSION-DRIVEN AND WOULD POSITION TANGRAM FOR LONG TERM ORGANIZATIONAL AND OPERATIONAL SUSTAINABILITY. THE PROJECTS WILL NEED BOARD APPROVAL, AND SHOULD HAVE A PLAN, A PURPOSE, AND A BUDGET SEPARATE FROM OPERATIONS. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY TANGRAM AND RECOGNIZE A TAX LIABILITY IF TANGRAM HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY TANGRAM, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. TANGRAM IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. BAND TOGETHER 15485 15485 7506 2000 800 15485 15485 7506 2000 800 10306 5179 X 0 0 0 0 0 0 0 0 0 X 5 36295 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS REVIEWED IN DETAIL BY MANAGEMENT. ONCE APPROVED BY MANAGEMENT, THE FORM IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND BOARD TREASURER. THE FORM 990 INCLUDING REQUIRED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS, IS PROVIDED TO EVERY MEMBER OF THE GOVERNING BODY TO REVIEW PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER AND BOARD MEMBER ANNUALLY COMPLETES A CONFLICT OF INTEREST DOCUMENT, STATING ANY POTENTIAL CONFLICTS. THESE DOCUMENTS ARE REVIEWED BY THE PRESIDENT/CEO. IF ANY CONFLICTS OF INTEREST ARE DISCLOSED IN THE DOCUMENT, THE PRESIDENT/CEO WILL INFORM THE BOARD CHAIR. THE BOARD CHAIR WILL ENSURE THAT ANY INDIVIDUAL WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ABSTAINS FROM VOTING ON MATTERS RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE COMPENSATION OF THE PRESIDENT/CEO. AT THE TIME OF THE ANNUAL PERFORMANCE REVIEW, THE EXECUTIVE COMMITTEE UTILIZES INDUSTRY AND REGIONAL COMPENSATION KNOWLEGE IN ADDITION TO REVIEW OF SIMILAR ORGANIZATION'S COMPENSATION FROM THE FORMS 990 TO ENSURE REASONABLE COMPENSATION ARRANGEMENTS. THE DELIBERATIONS ARE DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. THE DECISION IS PRESENTED TO THE FULL BOARD OF DIRECTORS FOR APPROVAL AND THE DECISION IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15B: THE QUESTION HAS BEEN ANSWERED "NO" AS IT IS NOT APPLICABLE SINCE THE ORGANIZATION DOES NOT HAVE OTHER OFFICERS OR KEY EMPLOYEES THAT MEET THE FORM 990 DEFINITIONS. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE PUBLICLY; HOWEVER ARE AVAILABLE UPON REQUEST. PART XII, LINE 2C, OVERSIGHT OF AUDIT: THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND NO PROCESSES HAVE CHANGED FROM PRIOR YEAR