Innovative Services Inc.

“The organization contracted with community management initiative, inc. ("cmi") during the tax year to perform certain day-to-day administrative services and select management operations and was led by allen ray. The contractual amount between cmi and the organization includes salary for allen ray, but the amount of salary cannot be easily separated from the amounts paid for services provided to the organization. The information used to determine the fees the organization paid to cmi include an annual fair market value of $468,000 for this role. The agreement was terminated 7/31/21.”

“All new governing documents including articles and bylaws were re-written and filed along with form 1023. Form 1023 was filed in 2021 for a stand along 501(c)(3) removing the organization from the foundation of the elderly group exemption. Isi was also changed to a no member organization as it was previously a member organization with foundation for the elderly, inc. Being its member. Lastly, the chairperson, secretary and treasurer were designated as director roles, but the ceo and vice presidents were not.”

“Distributed to members of board to review using the board pro application which also retains a permanent copy of the document available to all members. If there are questions, the vice president of finance addresses each one by responding using the board pro application. If issues or disagreements arise, a meeting may be scheduled for the board to review.”

“The conflict of interest policy applies to directors, officers, employees and volunteers and is annually reviewed by board of directors and management. Employees are expected to disclose conflicts, including outside employment that may create conflicts and personal relationships with clients, business partners, etc. The board of directors then determines whether a person with a covered interest has a conflict of interest and the appropriate course of action is taken. Routine conflicts for roles with limited decision-making authority, such as a personal relationship with someone receiving services, are managed within that business unit to ensure proper safeguards.”

“The organization had contracted with cmi to perform ceo and other various administrative positions. The board approved the fees. The top management official was not compensated by the organization. This agreement was terminated 7/31/21. An executive team of officers was approved by the board (8/21) and included in the governing documents which includes ceo and vps admin, people, finance, operations (2). Current compensation was approved by the board. An annual executive team compensation review is in process, which will include wage studies and a process approved by the board.”

“All documents are available upon request.”

“Sheltered workshop and most pre-vocational services ended by late 2021. They did not continue into 2022.”

“The board selects and engages the independent accountant. The vp of finance assumes the oversight responsibility of the audit. The ceo and vp of finance then reviewed the audit and results with the independent accountant. The final step was the independent accountant presentation to the board for acceptance and approval.”