2024-04-29T14:45:45-05:00 2023-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2022-07-01 510201148 WINDSOR INDEPENDENT LIVING ASSOCIATION INC WIND 8606882891 45 MAPLE AVENUE PO BOX 908 WINDSOR CT 06095 JEFFREY SWANSON EXECUTIVE DIRECTOR 8606882891 2024-04-29 1 JEFFREY SWANSON 999009999 0 PAUL BALLASY P00852868 9592007000 2024-04-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY SWANSON 45 MAPLE AVENUE PO BOX 908 WINDSOR CT 06095 5196258 0 X N/A X 1976 CT TO ASSIST PEOPLE WITH DEVELOPMENTAL DISABILITIES IN THEIR EFFORTS TO LIVE FULL LIVES AS INTEGRAL, RESPECTED, MEMBERS OF THE COMMUNITY. 12 12 97 12 0 0 25891 15814 4463339 5144810 94675 35634 2854 0 4586759 5196258 0 0 0 0 3678214 4219956 0 0 4803 805245 846370 4483459 5066326 103300 129932 3818749 4237069 2088310 2318958 1730439 1918111 TO ASSIST PEOPLE WITH DEVELOPMENTAL DISABILITIES IN THEIR EFFORT TO LIVE FULL LIVES AS INTEGRAL, RESPECTED MEMBERS OF THE COMMUNITY. 0 0 3738650 4348230 OPERATION AND SUPERVISION OF ADULT COMMUNITY LIVING ARRANGEMENTS WHICH PROVIDE HOUSING, SUPERVISED TRAINING AND COUNSELING TO ADULTS WITH INTELLECTUAL DISABILITIES. THE ORGANIZATION HAS LICENSED RESIDENTIAL HOMES SUPPORTING 26 INDIVIDUALS AND IN-HOME SUPPORT PROVIDING DROP-IN SUPPORTS FOR 11 INDIVIDUALS. 637802 796580 SUPPORTED EMPLOYMENT PROVIDED JOB PLACEMENT TRAINING, AND ON-GOING SUPERVISION IN COMMUNITY JOBS AND A RETIREMENT PROGRAM FOR 27 ADULTS WITH INTELLECTUAL DISABILITIES. PROGRAMS ARE FOCUSED ON HEALTH AND WELLNESS AND MEANINGFUL DAYTIME LIFELONG LEARNING. 4376452 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 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 0 0 0 0 1 22 0 1 97 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X JEFFREY SWANSON 8606882891 45 MAPLE AVENUE WINDSOR CT 06095 IAN RICKARD DIRECTOR 0.50 X 0 0 0 JIM GOVONI DIRECTOR 0.50 X 0 0 0 JOHN BARETTA PRESIDENT 0.50 X X 0 0 0 JUDY JONES SECRETARY 0.50 X X 0 0 0 LINDA PLUMMER DIRECTOR 0.50 X 0 0 0 MARILYN LAMONTAGNE VICE PRESIDENT 0.50 X X 0 0 0 MARYELLEN MIX DIRECTOR 0.50 X 0 0 0 NANCY FAROOQUE ASSISTANT SECRETARY 0.50 X X 0 0 0 NATALIE MORRISON OUTGOING DIRECTOR 0.50 X 0 0 0 OLIVIA HARVEY DIRECTOR 0.50 X 0 0 0 PEGGY WEBER OUTGOING DIRECTOR 0.50 X 0 0 0 SHAWN GALE TREASURER 0.50 X X 0 0 0 STEVE ERICKSON DIRECTOR 0.50 X 0 0 0 SUZANNE ARSENAULT DIRECTOR 0.50 X 0 0 0 MARI MIDLIN EXECUTIVE DIRECTOR 40.00 X 163330 0 8935 DIANE HIGGINS DEPUTY DIRECTOR 40.00 X 141467 0 8935 304797 0 17870 2 0 1 0 0 15814 15814 DDS CONTRACT REVENUE 624100 4716246 4716246 DSS ROOM AND BOARD REV 624100 372360 372360 RENT 624100 55750 55750 RESPITE SUPPORTS REVEN 624100 454 454 5144810 35634 35634 5196258 5144810 0 35634 191499 168923 22576 3092899 2728282 364617 60000 52925 7075 616341 543660 72681 259217 228649 30568 43075 43075 9280 9280 15060 15060 4580 4580 117841 97544 20297 122208 106664 15544 73420 65918 7502 33110 32699 411 80803 77110 3693 41229 9946 31283 REPAIRS AND MAINTENANCE 144418 127090 17328 FOOD 89047 89047 HOUSEHOLD SUPPLIES 30794 30794 STAFF TRAINING 15692 1877 13815 25813 15324 5686 4803 5066326 4376452 685071 4803 1272567 1147046 30728 84852 46177 77763 2964960 1741437 1298991 1223523 956697 1419003 213589 284882 3818749 4237069 869825 1020760 174028 232887 810971 777234 233486 288077 2088310 2318958 X 1730439 1918111 1730439 1918111 3818749 4237069 129932 57740 0 X 0 1 X 1 0 X 34980 24629 688775 25891 15814 790089 4007937 4591887 4299624 4463339 5144810 22507597 4042917 4616516 4988399 4489230 5160624 23297686 0 0 0 23297686 53792 29309 41103 94675 35634 254513 53792 29309 41103 94675 35634 254513 8539 143 2854 11536 4105248 4645968 5029502 4586759 5196258 23563735 0.98870 0.98830 0.01080 0.01080 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 8,539. 2019 AMOUNT: $ 143. 2021 AMOUNT: $ 2,854. 486519 486519 2000410 1464848 535562 114571 114571 0 363460 162018 201442 1223523 DEFERRED COMPENSATION 284882 284882 DUE TO DDS 14421 DEFERRED COMPENSATION 273656 288077 X 5244718 57740 57740 5186978 9280 9280 5196258 5057046 0 5057046 9280 9280 5066326 PART X, LINE 2: THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2023 AND 2022. THE ORGANIZATION'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2020 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE ORGANIZATION HAS UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. 0 0 0 0 0 0 0 1 0 MARI MIDLIN EXECUTIVE DIRECTOR 112000 0 23600 0 27730 0 0 0 8935 0 172265 0 0 0 DIANE HIGGINS DEPUTY DIRECTOR 99494 0 21373 0 20600 0 0 0 8935 0 150402 0 0 0 PART I, LINE 7 THE EXECUTIVE TEAM RECEIVED A BOARD APPROVED INCENTIVE BONUS WHICH WAS INCLUDED IN THE 2022 W2. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFTED 990 IS REVIEWED AND APPROVED BY THE FINANCE MANAGER AND THE EXECUTIVE DIRECTOR PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AT THE TIME OF APPOINTMENT/HIRE AND ANNUALLY THEREAFTER ARE REQUIRED TO DISCLOSE PROMPTLY ANYTHING THAT COULD GIVE ARISE TO A CONFLICT OF INTEREST ON A CONFLICT DISCLOSURE QUESTIONNAIRE WHICH IS PROVIDED BY THE ORGANIZATION. ALL EMPLOYEES ARE ENCOURAGED TO DISCLOSE CONFLICTS AS THEY ARISE SO A DETERMINATION CAN BE MADE AS HOW TO MANAGE THE POTENTIAL CONFLICT. STAFF ARE ENCOURAGED TO DISCLOSE CONFLICTS TO THEIR SUPERVISOR OR THE EXECUTIVE DIRECTOR. BOARD MEMBERS ARE TO DISCLOSE POTENTIAL CONFLICTS TO THE BOARD PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15A PROGRAMMATIC INCOME IS GENERATED FROM CONTRACTS WITH THE STATE OF CONNECTICUT. SALARIES AND WAGES ARE INCLUDED IN STATE DOCUMENTATION. THE BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR'S SALARY USING GUIDELINES SET BY THE STATE OF CONNECTICUT. THE EXECUTIVE DIRECTOR APPROVES ALL OTHER WAGES. WAGES ARE SET BY A MARKET REVIEW OF SALARY/WAGE SCALES OF OTHER AGENCIES PROVIDING SIMILAR SERVICES. FORM 990, PART VI, SECTION C, LINE 19 WINDSOR INDEPENDENT LIVING ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST.