2024-07-08T07:24:44-05:00 2023-09-30 882730877 CHERRY BEKAERT ADVISORY LLC 1850 TOWERS CRESCENT PLAZA SUITE 200 TYSONS CORNER VA 22182 990 2022-10-01 135596799 NATIONAL INDUSTRIES FOR THE BLIND NATI 7033100500 3000 POTOMAC AVENUE ALEXANDRIA VA 22305 SORAYA CORREA PRESIDENT & CEO 7033100500 2024-05-13 1 SORAYA CORREA 999009999 0 AMY DOSIK P00890743 7035064440 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SORAYA CORREA 3000 POTOMAC AVENUE ALEXANDRIA VA 22305 130832994 0 X WWW.NIB.ORG X 1938 NY TO ENHANCE THE OPPORTUNITIES FOR ECONOMIC AND PERSONAL INDEPENDENCE OF PEOPLE WHO ARE BLIND, PRIMARILY THROUGH CREATING, SUSTAINING, AND IMPROVING EMPLOYMENT. 17 11 178 18 -17710 0 600 0 30992415 32715510 2186945 -88167 2882835 1914280 36062795 34541623 1220628 1167011 0 0 21896182 21970718 0 0 0 12703002 14445283 35819812 37583012 242983 -3041389 94666603 96697189 53746433 57367749 40920170 39329440 TO ENHANCE THE OPPORTUNITIES FOR THE ECONOMIC AND PERSONAL INDEPENDENCE OF PEOPLE WHO ARE BLIND, PRIMARILY THROUGH CREATING, SUSTAINING, AND IMPROVING EMPLOYMENT. 0 0 30366044 1167011 32775459 IN FISCAL YEAR 2023, NIB AND ITS ASSOCIATED NONPROFIT AGENCIES EMPLOYED 5,237 PEOPLE WHO ARE BLIND, INCLUDING VETERANS WHO ARE BLIND, AND GENERATED 308 NEW JOB OPPORTUNITIES FOR PEOPLE WHO ARE BLIND THROUGH PRODUCT MANUFACTURING AND SERVICE DELIVERY. NIB CONTINUES TO INVEST IN CAREER OPPORTUNITIES IN THE PROFESSIONAL SERVICES FIELDS, EXPANDING ITS CONTRACT MANAGEMENT SUPPORT (CMS) TRAINING PROGRAM TO INCLUDE TRAINING GEARED TOWARD CLOSURE OF GRANTS AND COOPERATIVE AGREEMENTS, THUS EXPANDING THE CMS CUSTOMER BASE TO UNIVERSITIES, COLLEGES, HOSPITALS, AND LARGE PRIVATE-SECTOR GOVERNMENT CONTRACTORS. IN FISCAL 2023, 336 PEOPLE WHO ARE BLIND WERE PROMOTED, OBTAINED COMPETITIVE POSITIONS, OR WERE PLACED INTO SUPPORTED POSITIONS WITHIN NIB ASSOCIATED AGENCIES OR THEIR COMMUNITIES AS A RESULT OF TRAINING AND REHABILITATION SERVICES. 30366044 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 44 0 1 178 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NY X WENDY ROLDAN VP FINANCE 7033100500 3000 POTOMAC AVENUE ALEXANDRIA VA 22305 PAUL M HEALY CHAIR 1.00 X X 0 0 0 KRISTIN K FRENCH VICE CHAIR 1.00 X X 0 0 0 RICHARD T GINMAN SECRETARY 1.00 X X 0 0 0 LESLIE PINE TREASURER 1.00 X X 0 0 0 DAVID D'ARCANGELO DIRECTOR 1.00 X 0 0 0 CYNTHIA BRYANT DIRECTOR 1.00 X 0 0 0 SHELLENA HEBER DIRECTOR 1.00 1.00 X 0 0 0 KYLE E JOHNSON DIRECTOR 1.00 X 0 0 0 ZACH KLIPA DIRECTOR 1.00 X 0 0 0 MATTHEW H KOCH DIRECTOR 1.00 X 0 0 0 J ANTHONY POLEO DIRECTOR 1.00 X 0 0 0 CARL MACRAE DIRECTOR 1.00 X 0 0 0 JONATHAN YUEN DIRECTOR 1.00 X 0 0 0 FREDRIK C PALM DIRECTOR 1.00 1.00 X 0 0 0 TERI J SHIRK DIRECTOR 1.00 X 0 0 0 EDWARD P WELSH DIRECTOR 1.00 1.00 X 459 0 0 DENNIS L STEINER DIRECTOR 1.00 X 0 0 0 KEVIN A LYNCH PRESIDENT & CEO 40.00 1.00 X 480370 0 40972 ANGELA M HARTLEY EXEC VICE PRESIDENT 40.00 X 345973 0 34270 STEVEN T BRICE VICE PRESIDENT/CFO 40.00 X 291018 0 46131 ANDREW B MUECK VICE PRESIDENT 40.00 X 220007 0 25430 RICHARD A WEBSTER VICE PRESIDENT 40.00 X 207373 0 43420 SCOTT W AVERY VICE PRESIDENT 40.00 X 189794 0 36205 KEVIN R CAMPBELL VICE PRESIDENT 40.00 X 183504 0 27564 NIRMALA SIVAKUMAR SENIOR DIRECTOR 40.00 X 177901 0 42805 THOMAS R MIKRUT GENERAL COUNSEL 40.00 X 177005 0 19420 2273404 0 316217 64 0 1 0 CLYDE GROUP LLC 1411 K STREET NW FLOOR 3 WASHINGTON DC 20005 MEDIA STRATEGY CONSULTING 374800 S&K SALES CO 2500 HAWKEYE COURT VIRGINIA BEACH VA 23452 RESALE BROKER SERVICES 316830 APPLICATIONS SOFTWARE TECHNOLOGY 43433 COMMERCE CT STE 701 LISLE IL 60532 BASE SUPPORT SERVICES 316676 UNIQUITY CORPORATION 1912 SADDLE FARM LN NAPERVILLE IL 60564 IT CONSULTING 222642 DENOVO VENTURES LLC 6328 MONARCH PARK PLACE STE 200 NIWOT CO 80503 IT CONSULTING 163440 12 ABILITYONE PROGRAM FEE 900099 30903898 30903898 DISTRIBUTION SVCS FEES 900099 1719155 1719155 92457 92457 32715510 597644 597644 26500 26500 2589033 738002 1851031 1851031 -17710 1868741 6447370 7133181 -685811 -685811 -685811 88453637 88420188 33449 33449 3300 3300 3300 34541623 32775459 -17710 1783874 1167011 1167011 1536024 1349368 186656 15444713 12837595 2607118 1595226 1313221 282005 2169913 1806264 363649 1224842 1017665 207177 211090 177316 33774 151117 151117 75000 75000 37696 37696 1670598 1494540 176058 1903475 1903475 615262 506586 108676 627819 527368 100451 1027563 859177 168386 534242 496845 37397 851498 780912 70586 1677818 760218 917600 2527847 1513348 1014499 178905 150280 28625 SERVICE BUREAU 792688 668594 124094 INVENTORY OBSOLESCENCE 350001 350001 DUES & SUBSCRIPTIONS 347311 28815 318496 TRAINING 234651 98843 135808 630702 483602 147100 37583012 30366044 7216968 0 4725286 2696499 525 1598 202640 145270 13934652 17608790 807188 1206781 891387 972799 74175643 17306576 57985676 56869067 14122294 14398170 1996955 2798215 94666603 96697189 15865764 20480435 154081 92591 25634834 25634834 11935129 10923257 156625 236632 53746433 57367749 X 40683208 39184170 236962 145270 40920170 39329440 94666603 96697189 X -3041389 1360115 90544 X 0 1 X 1 0 X 20270 4073659 600 0 4094529 89931026 87516427 77292088 105254127 121195647 481189315 89931026 87536697 81365747 105254727 121195647 485283844 0 10918522 10905750 10812724 5159163 4541386 42337545 10918522 10905750 10812724 5159163 4541386 42337545 442946299 1017051 1076407 1253897 1328515 1486256 6162126 1017051 1076407 1253897 1328515 1486256 6162126 38596 38596 34057 75435 3875 47898 3300 164565 90982134 88688539 82623519 106669736 122685203 491649131 0.90090 0.88970 0.01250 0.01160 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 34,057. 2019 AMOUNT: $ 75,435. 2020 AMOUNT: $ 3,875. 2021 AMOUNT: $ 47,898. 2022 AMOUNT: $ 3,300. 0 0 0 0 0 0 1 337319 0 0 337319 0 PART II-B, LINE 1: IN FY 2023, NATIONAL INDUSTRIES FOR THE BLIND PUBLIC POLICY INITIATIVES INCLUDED EDUCATING MEMBERS OF CONGRESS AND THEIR STAFF ON THE ABILITYONE PROGRAM AND OTHER ISSUES SURROUNDING EMPLOYMENT FOR PEOPLE WHO ARE BLIND. 7089555 7089555 51672668 7444091 44228577 4163827 1821674 2342153 11249593 8040811 3208782 56869067 DEFERRED COMPENSATION LIABILITY 236632 236632 X PART X, LINE 2: FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022, NIB HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 ASSOCIATION FOR VISION REHABILITATION AND EMPLOYMENT 174 COURT ST BINGHAMTON NY 13901 150532059 501(C)(3) 10436 0 PRODUCTIVITY, TRAINING AND COMPLIANCE IFB SOLUTIONS 7730 NORTH POINT DRIVE WINSTON SALEM NC 27106 566001467 501(C)(3) 40000 0 PRODUCTIVITY, TRAINING AND COMPLIANCE LIONS VOLUNTEER BLIND INDUSTRIES INC 758 W MORRIS BLVD MORRISTOWN TN 37813 620526643 501(C)(3) 38836 0 PRODUCTIVITY, TRAINING AND COMPLIANCE WEST TEXAS LIGHTHOUSE FOR THE BLIND 555 E 6TH ST SAN ANGELO TX 76903 751159559 501(C)(3) 34985 0 PRODUCTIVITY, TRAINING AND COMPLIANCE BEYOND VISION 5316 WEST STATE STREET MILWAUKEE WI 53208 391524326 501(C)(3) 32001 0 PRODUCTIVITY, TRAINING AND COMPLIANCE ASSOCIATED INDUSTRIES FOR THE BLIND INC 5316 WEST STATE STREET MILWAUKEE WI 53208 364185327 501(C)(3) 5137 0 PRODUCTIVITY, TRAINING AND COMPLIANCE CENTRAL ASSOC FT BLIND AND VISUALLY IMPAIRED 507 KENT STREET UTICA NY 13501 150543587 501(C)(3) 40000 0 PRODUCTIVITY, TRAINING AND COMPLIANCE NEWVIEW OKLAHOMA INC 501 NORTH DOUGLAS AVENUE OKLAHOMA CITY OK 73106 730592386 501(C)(3) 37563 0 PRODUCTIVITY, TRAINING AND COMPLIANCE LIONS SERVICES INC 4600 A TYRON AVE ST CHARLOTTE NC 28213 510191881 501(C)(3) 5978 0 PRODUCTIVITY, TRAINING AND COMPLIANCE SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 4421 AGNES ST CORPUS CHRISTIE TX 78405 741495894 501(C)(3) 9600 0 PRODUCTIVITY, TRAINING AND COMPLIANCE ENVISION DALLAS 4306 CAPITOL AVENUE DALLAS TX 75204 750968301 501(C)(3) 40000 0 PRODUCTIVITY, TRAINING AND COMPLIANCE GOODWILL OF THE FINGER LAKES 422 S CLINTON AVE ROCHESTER NY 14620 566001467 501(C)(3) 15031 0 PRODUCTIVITY, TRAINING AND COMPLIANCE LIONS INDUSTRIES FOR THE BLIND 4126 BERKLEY AVE KINSTON NC 28504 560964605 501(C)(3) 13931 0 PRODUCTIVITY, TRAINING AND COMPLIANCE KEYSTONE VOCATIONAL SERVICES INC 3056 E STATE ST HERMITAGE PA 16148 061676932 501(C)(3) 23426 0 PRODUCTIVITY, TRAINING AND COMPLIANCE CORE CAREER DBA NSITE 3000 POTOMAC AVE ALEXANDRIA VA 22305 873001143 501(C)(3) 396719 0 TRAINING PROGRAM DEVELOPMENT BEACON LIGHTHOUSE INC 300 SEVENTH ST WICHITA FALLS TX 76301 237395720 501(C)(3) 6113 0 PRODUCTIVITY, TRAINING AND COMPLIANCE THE LIGHTHOUSE FOR THE BLIND INC 2501 SOUTH PLUM STREET SEATTLE WA 98144 910295070 501(C)(3) 35125 0 PRODUCTIVITY, TRAINING AND COMPLIANCE THE LIGHTHOUSE FOR THE BLIND INC 2501 SOUTH PLUM STREET SEATTLE WA 98144 910295070 501(C)(3) 11070 0 PRODUCTIVITY, TRAINING AND COMPLIANCE MISSISSIPPI INDUSTRIES FOR THE BLIND INC 2501 NORTH WEST ST JACKSON MS 39216 999999999 GOVT ENTITY 31750 0 PRODUCTIVITY, TRAINING AND COMPLIANCE SAN ANTONIO LIGHTHOUSE FOR THE BLIND 2305 ROOSEVELT AVENUE SAN ANTONIO TX 78210 741139051 501(C)(3) 37250 0 PRODUCTIVITY, TRAINING AND COMPLIANCE CINCINNATI INDUSTRIES FOR THE BLIND AND VISUALLY IMPAIRED 2045 GILBERT AVE CINCINNATI OH 45202 310538511 501(C)(3) 40000 0 PRODUCTIVITY, TRAINING AND COMPLIANCE BESTWORK INDUSTRIES FOR THE BLIND INC 1940 OLNEY AVE CHERRY HILL NJ 08003 222369937 501(C)(3) 14000 0 PRODUCTIVITY, TRAINING AND COMPLIANCE CHICAGO LIGHTHOUSE FOR THE BLIND 1850 W ROOSEVELT RD CHICAGO IL 60608 475665042 501(C)(3) 36795 0 PRODUCTIVITY, TRAINING AND COMPLIANCE BLIND INDUSTRIES & SERVICES OF MARYLAND 3345 WASHINGTON BLVD BALTIMORE MD 21227 520591664 501(C)(3) 5500 0 PRODUCTIVITY, TRAINING AND COMPLIANCE INDUSTRIES OF THE BLIND INC 920 WEST GATE CITY BLVD GREENSBORO NC 27403 560532308 501(C)(3) 40000 0 PRODUCTIVITY, TRAINING AND COMPLIANCE 25 PART I, LINE 2: NIB-ASSOCIATED NOT-FOR-PROFIT AGENCIES MUST SUBMIT GRANT REQUESTS THAT INCLUDE MEASURABLE AND FINANCIALLY BASED DESCRIPTIONS OF THE ANTICIPATED USE OF GRANT FUNDS. NIB MONITORS EACH GRANTEE'S PROGRESS BASED ON CRITERIA STATED IN THE GRANT AGREEMENT. AWARDS FOR ALL GRANTS ARE DISCRETIONARY ON THE PART OF NIB. X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 KEVIN A LYNCH PRESIDENT & CEO 469570 0 0 0 10800 0 33550 0 7422 0 521342 0 0 0 ANGELA M HARTLEY EXEC VICE PRESIDENT 345973 0 0 0 0 0 33550 0 720 0 380243 0 0 0 STEVEN T BRICE VICE PRESIDENT/CFO 291018 0 0 0 0 0 32560 0 13571 0 337149 0 0 0 RICHARD A WEBSTER VICE PRESIDENT 207373 0 0 0 0 0 23601 0 19819 0 250793 0 0 0 ANDREW B MUECK VICE PRESIDENT 220007 0 0 0 0 0 24049 0 1381 0 245437 0 0 0 SCOTT W AVERY VICE PRESIDENT 189794 0 0 0 0 0 21137 0 15068 0 225999 0 0 0 NIRMALA SIVAKUMAR SENIOR DIRECTOR 170161 0 7740 0 0 0 20663 0 22142 0 220706 0 0 0 KEVIN R CAMPBELL VICE PRESIDENT 183504 0 0 0 0 0 20142 0 7422 0 211068 0 0 0 THOMAS R MIKRUT GENERAL COUNSEL 177005 0 0 0 0 0 19420 0 0 0 196425 0 0 0 PART I, LINE 1A NIB OFFERS EACH DIRECTOR A REIMBURSEMENT OF UP TO $500 PER CALENDAR YEAR FOR THE COSTS OF HAVING HIS/HER SPOUSE ACCOMPANY HIM/HER TO A MEETING OF THE BOARD OF DIRECTORS. A COMPANION PAYMENT OF $459 WAS MADE TO ONE DIRECTOR DURING THE CURRENT YEAR AND TREATED AS A TAXABLE BENEFIT. PART I, LINE 7 PERFORMANCE INCENTIVES ARE DETERMINED BY THE NIB BOARD FOR THE CEO. FOR OTHER STAFF, THE INDIVIDUAL PERFORMANCE INCENTIVE IS A PERCENTAGE OF SALARY BASED ON THE ACHIEVEMENT OF PERSONAL PERFORMANCE OBJECTIVES PLUS THE ACHIEVEMENT OF ORGANIZATIONAL GOALS AS SPECIFIED IN THE ANNUAL PERFORMANCE PLAN. DURING THE TAX YEAR, NO PERFORMANCE INCENTIVES WERE AWARDED. A THE IDA OF THE CITY OF ALEXANDRIA 521381432 000000000 2015-10-27 25634834 BUILDING CONSTRUCTION 0 0 0 A 25634834 628419 25006415 2018 0 0 1 1 A 1 1 0 0 0.00000 0.04510 0.04510 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY THE INDEPENDENT ACCOUNTANTS AND REVIEWED IN DETAIL BY SENIOR MANAGEMENT. NIB'S AUDIT AND ETHICS COMMITTEE, A SUBCOMMITTEE OF THE BOARD OF DIRECTORS, THEN REVIEWED THE DRAFT. FINALLY, NIB PROVIDED THE FINAL 990 TO ALL DIRECTORS BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH EMPLOYEE AND DIRECTOR IS REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND CERTIFY THAT HE/SHE UNDERSTANDS THE POLICY AND IS IN COMPLIANCE WITH IT. EMPLOYEES AND DIRECTORS ARE REQUIRED TO REPORT ANY ALLEGED CRIMINAL CONDUCT OR VIOLATIONS OF THE CONFLICT OF INTEREST POLICY TO ONE OF NIB'S THREE COMPLIANCE OFFICERS OR TO THE EXTERNAL NIB COMPLIANCE SERVICE PROVIDER. ANY PERSON WHO SUBMITS A CONCERN TO A NIB COMPLIANCE OFFICER OR TO THE EXTERNAL NIB COMPLIANCE SERVICE PROVIDER HAS THE OPTION OF REMAINING ANONYMOUS. THE COMPLIANCE OFFICERS CONDUCT INTERNAL INVESTIGATIONS, INVOLVING THE NIB BOARD AUDIT AND ETHICS COMMITTEE AS APPROPRIATE. THE COMPLIANCE OFFICERS HAVE THE AUTHORITY TO TRIGGER LAW ENFORCEMENT OR OTHER REGULATORY INQUIRIES AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 FOR THE CEO, THE BOARD OF DIRECTORS OF NIB SETS THE CEO'S COMPENSATION BASED ON: 1) INFORMATION PROVIDED BY PERIODIC COMPENSATION SURVEYS CONDUCTED BY OUTSIDE CONSULTANTS; 2) OTHER PUBLISHED COMPENSATION DATA; AND 3) GUIDANCE FROM NIB'S BOARD OF DIRECTORS. ALL THE INFORMATION IS DOCUMENTED IN BOARD MINUTES. THE LAST COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2023. FOR OTHER OFFICERS AND KEY EMPLOYEES, NIB SETS COMPENSATION BASED ON: 1) INFORMATION PROVIDED BY PERIODIC COMPENSATION SURVEYS CONDUCTED BY OUTSIDE CONSULTANTS; 2) OTHER PUBLISHED COMPENSATION DATA; AND 3) GUIDANCE FROM NIB'S INTERNAL CALIBRATION COMMITTEE. ALL THE INFORMATION IS DOCUMENTED IN EMPLOYEE PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 NIB MAKES ITS CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN/LOSS ON INTEREST RATE SWAP 147,914. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -57,370. PAEGR PROPERTIES LLC 3000 POTOMAC AVE ALEXANDRIA VA 22305 475136039 RENTAL REAL ESTATE VA 1851031 52848583 NATIONAL INDUSTRIES FOR THE BLIND PAEGR2 LLC 3000 POTOMAC AVE ALEXANDRIA VA 22305 814356108 RENTAL REAL ESTATE VA 0 2354457 NATIONAL INDUSTRIES FOR THE BLIND EMPIRE STATE EMPLOYMENT RESOURCES FOR THE BLIND 136 STATE STREET 2ND FL ALBANY NY 12207 465157149 FACILITATE PREFERRED SOURCE PROGRAM IN NEW YORK STATE NY 501(C)(3) LINE 12A, I NATIONAL INDUSTRIES FOR THE BLIND 1 CORE CAREER 3000 POTOMAC AVE ALEXANDRIA VA 22305 873001143 PROVIDING EMPLOYMENT RELATED SERVICES TO UNDERSERVED VA 501(C)(3) LINE 10 NATIONAL INDUSTRIES FOR THE BLIND 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 CORE CAREER B 396719 AMOUNT PAID CORE CAREER M 618813 ALLOCATED COSTS CORE CAREER Q 132000 PERCENTAGE ALLOCATION EMPIRE STATE EMPLOYMENT RESOURCES FOR THE BLIND Q 195000 PERCENTAGE ALLOCATION