Independence Association INC FY2022 filing

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Independence Association assists adults and children with developmental disabilities in obtaining a full and inclusive life in their chosen community. It provides an array of residential support options, employment services, in-home support and case management services as well as other habilitation services.

Form 990 Part I, line 1, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 01-0278024) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$102K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $622K a year · 5% of revenue · last 5 filings
A surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
88% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$102K
to officers and key staff · 0.9% of spending
Pay to officers and key staff is 0.9% of spending.
Part VII, Section A
1.3 mo
of spending, in cash
Plus $1.6M in investments, Pt X · Ln 11–13
1.3 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$4.3M
40% of total assets
Liabilities are 40% of assets.
Pt X · Ln 26
Independent board members
15
of 15 voting members
15 of 15 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$10.7M
+3% vs prior year
Spent
$11.1M
To programs
88%
Net assets
$6.5M
By yearFY2021–FY2025
Revenue
$10.7M
FY2022▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2021$10.4M
FY2022$10.7M
FY2023$11.8M
FY2024$11.5M
FY2025$13.3M
Expenses
$11.1M
FY2022▲ +22%
Tap a bar for its year
Expenses by fiscal year
FY2021$9.1M
FY2022$11.1M
FY2023$11.6M
FY2024$11.3M
FY2025$11.5M
Net assets
$6.5M
FY2022▼ -10%
Tap a bar for its year
Net assets by fiscal year
FY2021$7.2M
FY2022$6.5M
FY2023$6.9M
FY2024$7.3M
FY2025$9.2M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $9.8M Management & general 11% · $1.2M Fundraising 1% · $73K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $102K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Executive Director
$101,549Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Brett Bulmer’s $73K as Executive Director is at the 1st percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Ray Nagel—$102,365$106,882$101,549$96,789
Brett Bulmer$72,777————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Independence Association INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps adults and children with developmental disabilities live full, inclusive lives through support, employment, and habilitation services.

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3 programs · $9.8M · in their own filed words · FY2021
01

Independence Association has many housing programs for adults with developmental disabilities, ensuring their safety, security and happiness in an Independence promoting environment.

Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 01-0278024) · Dispute this line
$7.4Mprogram expense
02

Envisionme provides day-program support to adults with developmental disabilities; educational, therapeutic, and recreational programs are designed to increase and enhance life skill development as well as promote Independence and inclusion in the community.

Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 01-0278024) · Dispute this line
$1.6Mprogram expense
03

Spindleworks is a therapeutic art program of Independence Association that promotes Independence and community inclusion through the creation of art and participation in art shows. The program also facilitates community inclusion and natural supports through the use of volunteers and artist mentors from the community.

Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 01-0278024) · Dispute this line
$881Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$1K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$10.7M
Ln 12
Fees for servicesLn 2g$9.1M
Gifts and grantsLn 1h$1.3M
Other incomeLn 4–11$216K
Money outPt IX
$11.1M
Ln 25
Programscol B$9.8M
Managementcol C$1.2M
Fundraisingcol D$73K
Owns and owesPt X
$6.5M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$10.7M
LiabilitiesLn 26$4.3M
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Fundraising eventsLn 1c$72K
Fees for servicesLn 2g$9.1M
Investment incomeLn 3$36K
Other incomeLn 4–11$216K
Total revenueLn 12$10.7M
Assets in detailPt X, end of year
SavingsLn 2$1.2M
Cash and savings togetherLn 1–2$1.2M
Accounts receivableLn 4$1.1M
Prepaid expenses and deferred chargesLn 9$58K
Land, buildings, equipmentLn 10c$6.7M
InvestmentsLn 11–13$1.6M
Other assetsLn 15$42K
Total assetsLn 16$10.7M
LiabilitiesLn 26$4.3M
Net assetsLn 32$6.5M
OperationsPt I, VI
EmployeesI 5257
VolunteersI 625
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY22FY21FY20FY19FY18
End of yearLn 1g$1.8M$2.1M$1.6M$1.6M$1.8M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$1.5M$1.2M
InvestmentsLn 11–13$1.9M$1.6M
Land, buildings, equipmentLn 10c$6.9M$6.7M
Total assetsLn 16$11.5M$10.7M
LiabilitiesLn 26$4.4M$4.3M
Net assetsLn 32$7.2M$6.5M
Business incomeForm 990-T, Part I
LineFY24
Gross$69K
Net$7K
Tax$90
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$104K$94K$10K$687
Other salaries and wagesLn 7$7.2M$6.4M$787K$37K
Pension plan contributionsLn 8$53K$48K$5K$352
Other employee benefitsLn 9$519K$469K$47K$3K
Payroll taxesLn 10$561K$506K$51K$4K
Accounting feesLn 11c$66K$15K$51K
Other fees for servicesLn 11g$847K$731K$96K$20K
OccupancyLn 16$263K$260K$2K$249
TravelLn 17$71K$71K$196$70
InterestLn 20$130K$69K$61K
Depreciation, depletion and amortizationLn 22$318K$261K$58K
InsuranceLn 23$10K$10K$102$11
Other expenses (24a–d)Ln 24$1.0M$921K$73K$7K
Total functional expensesLn 25$11.1M$9.8M$1.2M$73K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Apr 10, 2026 $13.3M$11.5M$1.8M$9.2M 990 PDF
FY2024Filed with the IRS Mar 3, 2025 $11.5M$11.3M$181K$7.3M 990 PDF
FY2023Filed with the IRS Feb 1, 2024 $11.8M$11.6M$257K$6.9M 990 PDF
FY2022 ViewingFiled with the IRS Feb 17, 2023 $10.7M$11.1M−$415K$6.5M 990 PDF
FY2021Filed with the IRS Dec 16, 2021 $10.4M$9.1M$1.3M$7.2M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2022 990
Part I · Summary $10,715,783 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $481,311$1,348,202
I-9 Program service revenuePrior year $8,253,016$9,115,510
I-10 Investment incomePrior year $395,041$35,793
I-11 Other revenuePrior year $1,303,525$216,278
I-12 Total revenuePrior year $10,432,893$10,715,783
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,759,806$8,425,416
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,383,243$2,705,865
I-18 Total expensesPrior year $9,143,049$11,131,281
I-19 Revenue less expensesPrior year $1,289,844−$415,498
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $10,715,783 across 8 lines filed
VIII-1c Fundraising events$72,081
VIII-1f All other contributions, gifts and grants$1,276,121
VIII-1h Total contributions, gifts and grants$1,348,202
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,115,510$9,115,510
VIII-3 Investment incomeExcluded from tax $35,793$35,793
VIII-8 Net income from fundraising eventsExcluded from tax −$23,275−$23,275
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $239,553$239,553
VIII-12 Total revenueRelated to mission $9,355,063 · Unrelated business $0 · Excluded from tax $12,518$10,715,783
Part IX · Statement of functional expenses $11,131,281 across 13 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $93,662 · Management $9,689 · Fundraising $687$104,038
IX-7 Other salaries and wagesPrograms $6,363,901 · Management $787,470 · Fundraising $37,086$7,188,457
IX-8 Pension plan contributionsPrograms $47,895 · Management $4,771 · Fundraising $352$53,018
IX-9 Other employee benefitsPrograms $468,866 · Management $46,691 · Fundraising $3,471$519,028
IX-10 Payroll taxesPrograms $506,413 · Management $50,721 · Fundraising $3,741$560,875
IX-11c Accounting feesPrograms $15,050 · Management $50,734$65,784
IX-11g Other fees for servicesPrograms $730,823 · Management $95,996 · Fundraising $20,000$846,819
IX-16 OccupancyPrograms $260,214 · Management $2,266 · Fundraising $249$262,729
IX-17 TravelPrograms $70,713 · Management $196 · Fundraising $70$70,979
IX-20 InterestPrograms $69,223 · Management $60,538$129,761
IX-22 Depreciation, depletion and amortizationPrograms $260,540 · Management $57,554$318,094
IX-23 InsurancePrograms $9,723 · Management $102 · Fundraising $11$9,836
IX-24 Other expenses (24a–d)Programs $921,222 · Management $73,245 · Fundraising $7,396$1,001,863
IX-25 Total functional expensesPrograms $9,818,245 · Management $1,239,973 · Fundraising $73,063$11,131,281
Part X · Balance sheet $10,733,333 assets, 15 lines filed
X-2 Savings and temporary cash investmentsStart of year $1,527,623$1,182,776
X-4 Accounts receivableStart of year $1,169,737$1,103,407
X-9 Prepaid expenses and deferred chargesStart of year $12,407$58,227
X-10c Land, buildings and equipment, netStart of year $6,908,052$6,703,191
X-11 Publicly traded securitiesStart of year $1,887,744$1,643,732
X-15 Other assetsStart of year $42,000$42,000
X-16 Total assetsStart of year $11,547,563$10,733,333
X-17 Accounts payable and accrued expensesStart of year $701,198$705,855
X-19 Deferred revenueStart of year $27,562$37,562
X-23 Secured mortgages and notes payableStart of year $3,649,347$3,513,144
X-26 Total liabilitiesStart of year $4,378,107$4,256,561
X-27 Net assets without donor restrictionsStart of year $7,070,123$6,258,285
X-28 Net assets with donor restrictionsStart of year $99,333$218,487
X-32 Total net assets or fund balancesStart of year $7,169,456$6,476,772
X-33 Total liabilities and net assetsStart of year $11,547,563$10,733,333
Part XI · Reconciliation of net assets $6,476,772 net assets at year end
XI-1 Total revenue$10,715,783
XI-2 Total expenses$11,131,281
XI-3 Revenue less expenses−$415,498
XI-4 Net assets at start of year$7,169,456
XI-5 Net unrealized gains (losses) on investments−$277,186
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,476,772

Form 990 e-file FY2022 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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