Civic Intelligence

Invision Foundation

990 • Fiscal year 2017 • EIN 46-2374106

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 17, 2018

12450 Perry HighwayWexford, PA 15090

(724) 933-5100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

99th percentile

$563,113

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 92.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

9th percentile

-19%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

59%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$640,113

Down $150,302 (-19%) from 2016

Net Assets

Down

$631,548

Down $151,055 (-19%) from 2016

Liabilities

Up

$8,565

Up $753 (+9.6%) from 2016

Revenue

Up

$611,845

Up $227,587 (+59%) from 2016

Expenses

Up

$13,778

Up $11,828 (+607%) from 2016

Net Income

Up

$598,067

Up $215,759 (+56%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2015: $466,754Liabilities 2015: $0Net Assets 2015: $466,7542015Assets 2016: $790,415Liabilities 2016: $7,812Net Assets 2016: $782,6032016Assets 2017: $640,113Liabilities 2017: $8,565Net Assets 2017: $631,5482017Assets 2018: $687,215Liabilities 2018: $12,090Net Assets 2018: $675,1252018Assets 2019: $1,038,693Liabilities 2019: $16,014Net Assets 2019: $1,022,6792019Assets 2020: $655,114Liabilities 2020: $18,614Net Assets 2020: $636,5002020Assets 2021: $849,480Liabilities 2021: $22,510Net Assets 2021: $826,9702021Assets 2022: $725,672Liabilities 2022: $23,064Net Assets 2022: $702,6082022Assets 2023: $1,261,803Liabilities 2023: $141,932Net Assets 2023: $1,119,8712023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$640,113
Liabilities$8,565
Net Assets$631,548

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0Revenue 2015: $608,512Expenses 2015: $141,759Net Income 2015: $466,7532015Revenue 2016: $384,258Expenses 2016: $1,950Net Income 2016: $382,3082016Revenue 2017: $611,845Expenses 2017: $13,778Net Income 2017: $598,0672017Revenue 2018: $276,969Expenses 2018: $23,344Net Income 2018: $253,6252018Revenue 2019: $585,669Expenses 2019: $13,343Net Income 2019: $572,3262019Revenue 2020: $129,656Expenses 2020: $14,799Net Income 2020: $114,8572020Revenue 2021: $631,534Expenses 2021: $12,346Net Income 2021: $619,1882021Revenue 2022: $214,946Expenses 2022: $8,994Net Income 2022: $205,9522022Revenue 2023: $898,027Expenses 2023: $8,528Net Income 2023: $889,4992023Revenue 2024: $103,551Expenses 2024: $8,452Net Income 2024: $95,0992024

Highlighted filing

2017

Revenue$611,845
Expenses$13,778
Net Income$598,067
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 17, 2018
Return Version
2016v3.0
Gross Receipts
$611,845
Mission and Program Overview

Mission

Support opportunities for people with disabilities to ensure that they have access to the human services they need to have meaningful and productive lives in their communities.

Invision foundation raises funds to support invision human services, its subsidiaries, and other third party entities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$788,734$509,540▼ $279,194
Pledges and Grants Receivable$1,681$130,573▲ $128,892
Total Assets$790,415$640,113▼ $150,302
Liabilities
Accounts Payable and Accrued Expenses$7,812$8,565▲ $753
Total Liabilities$7,812$8,565▲ $753
Net Assets / Fund Balance
Temporarily Rstr Net Assets$782,603$631,548▼ $151,055
Total Net Assets Fund Balance$782,603$631,548▼ $151,055
Total Liabilities and Net Assets / Fund Balance$790,415$640,113▼ $150,302
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steven RobertsChair
Ruth SiegfriedPresident/CEO/treasurer
John PfabVice Chair
Joseph WituckiCAO
Patrick MezykCFO
Lori BodnarCi&fo
Kimberly LoveCOO
John EddyMember
Linda HumphreysSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$611,845
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$611,845
Change in Net Assets
$598,067

Audited Revenue Reconciliation

Revenue per Audited Statements
$611,845
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$611,845
Total Revenue per Form 990
$611,845
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,887
Other Expenses$2,891
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,887--$10,887
Other Expenses-$2,891-$2,891
Total Functional Expenses$10,887$2,891$0$13,778

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,778
Total Expenses per Audited Statements$13,778
Total Expenses per Form 990$13,778
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Keystone Human ServicesPittsburgh, PA501(c)(3)TO PROMOTE POSITIVE ENVIRONMENTS WHERE CHILDREN CAN GROW AND LEARN, CREATING A SAFER GLOBAL COMMUNITY. THE FOUNDATION'S CONTRIBUTIONS ARE DESIGNATED FOR SUCH EFFORTS IN SOUTH AFRICA.$10,887
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The organization's board of directors has reviewed and approved the form 990 prior to its filing.

Form 990, Part VI, Section B, Line 12C

Annual completion of disclosures by each board member and officer of the organization.

Form 990, Part VI, Section C, Line 19

Governing documents are available upon written request.

Filing and Contact Details

Filer

Filer Name
Invision Foundation
EIN
46-2374106
Phone
7249335100
Address
12450 PERRY HIGHWAY, WEXFORD, PA 15090

Signing Officer

Name
Michael Wassil
Title
Ihs CFO
Phone
7249335100
Signed
2018-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ruth Siegfried
Formed
2013
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Hill Barth & King LLC
Address
100 PINEWOOD LANE SUITE 201, WARRENDALE, PA 15086
Preparer
Jeremy Hartzell
Phone
7249345300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Transfers of net assets released from restriction to invision customized se -362,653. Transfers of net assets released from restriction to invision human service -386,469.

Form 990, Part XI, Line 9

See schedule a, part vi, supplemental information

Raw XML AppendixShowing 400 of 527 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FROM TIME TO TIME, THE ORGANIZATION IS AWARDED GRANTS WHERE THE DONOR STIPULATES THAT THE GRANT MUST BE USED TO PAY FOR SPECIFIED EXPENDITURES OF INVISION CUSTOMIZED SERVICES, INVISION HUMAN SERVICES, AND OTHER THIRD-PARTY PARTNERS. AS SUCH, THE ORGANIZATION DOES NOT HAVE DISCRETIONARY AUTHORITY OVER THESE FUNDS. FOR FINANCIAL STATEMENT AND TAX RETURN PURPOSES, THE ORGANIZATION RECOGNIZES THESE FUNDS AS CONTRIBUTIONS TO THE FOUNDATION. IN ADDITION, FROM TIME TO TIME, CONTRIBUTIONS AND GRANTS AWARDED TO INVISION RELATED ORGANIZATIONS ARE RECOGNIZED AS CONTRIBUTIONS BY INVISION FOUNDATION AS TEMPORARILY RESTRICTED CONTRIBUTIONS UNDER THE GOVERNANCE OF THE FOUNDATION'S BOARD. UPON DETERMINING THE RELATED INVISION ORGANIZATION SATISFIED THE APPLICABLE RESTRICTIONS, THE FOUNDATION BOARD APPROVES THE RELEASE FROM RESTRICTION AND TRANSFERS THE FUNDS TO THE RECIPIENT RELATED INVISION ORGANIZATION. THIS TREATMENT IS CONSISTENT WITH THE ORGANIZATION'S GAAP FINANCIAL REPORTING AND CONCLUSIONS THAT THE FOUNDATION IS AN INSTITUTIONALLY RELATED FOUNDATION THAT EXISTS TO RAISE, HOLD, AND INVEST RESOURCES FOR RELATED INVISION SERVICE PROVIDER AND OTHER THIRD PARTY ENTITIES. SCHEDULE R, PART V REPORTS THE TRANSFERS OF CASH TO INVISION CUSTOMIZED SERVICES AND INVISION HUMAN SERVICES DURING THE YEAR FOR THESE FUNDS.
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0PITTSBURGH
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IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1PATRICK MEZYK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KIMBERLY LOVE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3JOSEPH WITUCKI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4LORI BODNAR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO/TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3CAO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4CI&FO
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS OF THE INVISION HUMAN SERVICES, A RELATED ORGANIZATION, REVIEWS AND APPROVES COMPENSATION FOR THE CEO BASED ON RESEARCH AND RECOMMENDATIONS OF THE BOARD'S COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE RESEARCHES SALARY INFORMATION THROUGH A VARIETY OF MEANS UTILIZING SALARY INFORMATION AVAILABLE FOR COMPARABLE NON-PROFIT ORGANIZATIONS, THROUGH AVAILABLE SURVEYS AND STUDIES AND INDEPENDENT COMPENSATION CONSULTANTS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE J, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S BOARD OF DIRECTORS HAS REVIEWED AND APPROVED THE FORM 990 PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL COMPLETION OF DISCLOSURES BY EACH BOARD MEMBER AND OFFICER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFERS OF NET ASSETS RELEASED FROM RESTRICTION TO INVISION CUSTOMIZED SE -362,653. TRANSFERS OF NET ASSETS RELEASED FROM RESTRICTION TO INVISION HUMAN SERVICE -386,469.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SEE SCHEDULE A, PART VI, SUPPLEMENTAL INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1IHS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2IHS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INVISION HUMAN SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INVISION CUSTOMIZED SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2LONG RUN CHILDRENS LEARNING CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3INVISION INTEGRATED BEHAVIORAL HEALTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0272934090
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1251701328
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2256084049
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3814774757
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12C, III-FI

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