Independent Group Home Living Foundation Inc

Nonprofit profile at a glance

EIN
113348359
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Manorville, NY, USA
Phone
6318788900
Rating
70
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Private Grantmaking Foundations

Reported finances

Revenue
$630,071
Expenses
$495,224
Assets
$3,760,745
Liabilities
$263,795

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • DR JOSEPH MORRIS (VICE PRESIDENT)
  • WALTER STOCKTON (CEO/PRESIDENT)

Highest reported compensation

  • WALTER STOCKTON (CEO/PRESIDENT): $807,372 total reported compensation
  • MARY BETH LICHTNEGER (CHIEF OPERATING OFFICER): $584,958 total reported compensation
  • FRANK LOMBARDI (FORMER COO): $439,673 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The foundation's primary exempt mission is to raise funds through a planned giving program and the holding of special events for the benefit of independent group home living program, inc. And its affiliated not-for profit organizations.

What it reported doing in 2024

The independent group home living foundation, inc was established to raise funds to preserve the future of the independent group home living program (ighl)'s program services. The independent group home living program has made the public aware of the organization's needs by holding several public fundraising events such as annual golf outing, annual appeals and other efforts. The foundation also organizes a planned giving program which allows donors' legacies to work on behalf of the people under the care of ighl in perpetuity. We invite members of the community to help the independent group home living foundation, inc make a difference in the lives of the men, women and children who are developmentally disabled. All donations that were reported on the foundation's respective affiliated company (independent group home living program) were actually raised by the foundation itself.

Operating model

Revenue model
Donor-supported. 98% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 99% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of total spending goes to programs and the filed numbers largely add up. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 61
  • Transparency & Controls: 75
  • Accountability: 72
  • Sustainability: 69
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 53.9%; rating input score 54
  • Program expense ratio: 68.5%; rating input score 69
  • Fundraising efficiency: $45.49 raised per $1 spent on fundraising; rating input score 76; 76th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 22nd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 96.2%; rating input score 96; 43rd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 66.7%; rating input score 67; 14th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 21.4%; rating input score 78; 78th percentile among comparable filings
  • Total-asset coverage ratio: 7.59; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 47; 47th percentile among comparable filings
  • Officer compensation ratio: 71.2%; rating input score 1; 1st percentile among comparable filings

Growth

  • Program expense growth: 0.4% per year; rating input score 100; 19th percentile among comparable filings
  • Revenue growth: 13.7% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: 9.9% per year; rating input score 100; 58th percentile among comparable filings

Details

  • Where the money goes: 53.9% of revenue deployed · 68.5% of spending went to programs
  • Governance: 6 of 9 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $339K in reported program spending
  • Leadership: top reported pay $807K · 13 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $210K reported
  • Consistency: 26 of 27 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 24 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 54/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Officer compensation ratio scored 1/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 47/100.