Invision Customized Services FY2021 filing

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To passionately deliver an array of person-driven Services for people with disabilities in pursuit of their life visions.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$536K 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

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $1.7M a year · 3% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$536K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $51K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$11.4M
52% of total assets
Fine: liabilities are 52% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
3
of 4 voting members
Looks good: 3 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$49.2M
-4% vs prior year
Spent
$48.6M
To programs
86%
Net assets
$10.6M
By yearFY2020–FY2025
Revenue
$49.2M
FY2021▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2020$51.1M
FY2021$49.2M
FY2022$56.0M
FY2023$51.9M
FY2024$53.8M
FY2025$69.5M
Expenses
$48.6M
FY2021▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$47.5M
FY2021$48.6M
FY2022$50.7M
FY2023$54.8M
FY2024$56.9M
FY2025$62.7M
Net assets
$10.6M
FY2021▲ +13%
Tap a bar for its year
Net assets by fiscal year
FY2020$9.4M
FY2021$10.6M
FY2022$16.0M
FY2023$14.0M
FY2024$9.5M
FY2025$16.3M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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 Jun 1994.

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

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $42.0M Management & general 14% · $6.6M

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

12 people listed on the 990; $536K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Team Leader
$111,195Pt VII · Sec A
Residential Counselor
$107,179Pt VII · Sec A
$106,843Pt VII · Sec A
$106,225Pt VII · Sec A
Team Leader
$104,128Pt VII · Sec A
$0Pt VII · Sec A
President/Ihs CEO
$0Pt VII · Sec A
$0Pt VII · Sec A

Daniele O Tamo’s $222K as Team Leader is at the 53rd 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 · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Daniele O Tamo$221,906—————
Ibrahim Kamara——$208,576———
Robert a Chalmers$198,812—————
Brenda Mark—$190,740$179,510———
Wilbert a Schrader III——$189,724———
Mohammed G Kiadii$185,814—————
Wilbert Schrader III—$185,332—$150,527——
Philip B Ondiek$185,046———$106,225$102,132

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 Invision Customized Services 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

Provides resources and support to those in need.

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3 programs · $42.0M · in their own filed words · FY2020
01

Residential Living

An integrated residential and vocational program designed to provide continuous staff support that is customized to the unique needs of each person served. The individuals supported are directly involved in deciding what they need to achieve their vision of success.

$40.9Mprogram expense
02

Community Supports

Designed to provide community-oriented and interest-based activities, plus therapeutic skills, to better integrate the people we support into their families and communities. This program enhances each person's social and decision-making skills, connections to the communities in which they live, and a sense of personal responsibility.

$787Kprogram expense
03

Employment Supports

Developed to provide highly customized services to help people with disabilities find and maintain employment. Beyond finding a job, our process develops a relationship with each individual, identifies what they want out of a career, creates a comprehensive career guide, and spends time on the worksite to ensure a smooth transition for…

$283Kprogram 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 · FY2022
Total grants receivedfrom 3 funders$51K
See all 3 funders →

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2022 · $951K federal money spent
Provider Relief FundDepartment of Health and Human Services · ALN 93.498 · Direct$951K

The auditor reported no findings.

Year ending Jun 2016 · $15.2M federal money spent
Medical Assistance ProgramDepartment of Health and Human Services · ALN 93.778 · Through PA Department of Public Welfare and 1 more$15.2M

The auditor reported no findings.

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$49.2M
Ln 12
Fees for servicesLn 2g$49.2M
Investment incomeLn 3$3K
Money outPt IX
$48.6M
Ln 25
Programscol B$42.0M
Managementcol C$6.6M
Owns and owesPt X
$10.6M
net assets · Ln 32
Cash and savingsLn 1–2$11.7M
Total assetsLn 16$22.0M
LiabilitiesLn 26$11.4M
PeoplePt VI, VII
12
listed · VII A
PaidVII A5
Voting boardVI 1a4
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$49.2M
Investment incomeLn 3$3K
Gains on assetsLn 7$3K
Total revenueLn 12$49.2M
Assets in detailPt X, end of year
CashLn 1$11.7M
Cash and savings togetherLn 1–2$11.7M
Accounts receivableLn 4$2.4M
Prepaid expenses and deferred chargesLn 9$510K
Land, buildings, equipmentLn 10c$6.0M
Other assetsLn 15$1.4M
Total assetsLn 16$22.0M
LiabilitiesLn 26$11.4M
Net assetsLn 32$10.6M
OperationsPt I, VI
EmployeesI 5629
VolunteersI 64
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$6.7M$11.7M
Land, buildings, equipmentLn 10c$4.2M$6.0M
Total assetsLn 16$15.1M$22.0M
LiabilitiesLn 26$5.8M$11.4M
Net assetsLn 32$9.4M$10.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$28.0M$28.0M
Pension plan contributionsLn 8$681K$681K
Other employee benefitsLn 9$4.4M$4.4M
Payroll taxesLn 10$2.1M$2.1M
Management feesLn 11a$6.3M$6.3M
Legal feesLn 11b$13K$13K
Accounting feesLn 11c$18K$18K
Other fees for servicesLn 11g$22K$22K
Advertising and promotionLn 12$48K$48K
Office expensesLn 13$441K$441K
OccupancyLn 16$3.7M$3.7M
TravelLn 17$975K$975K
Conferences, conventions and meetingsLn 19$12K$12K
InterestLn 20$7K$7K
Depreciation, depletion and amortizationLn 22$336K$336K
InsuranceLn 23$204K$204K
Other expenses (24a–d)Ln 24$1.2M$936K$245K
All other expensesLn 24e$141K$141K
Total functional expensesLn 25$48.6M$42.0M$6.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 7, 2026 $69.5M$62.7M$6.8M$16.3M 990 PDF
FY2024Filed with the IRS May 12, 2025 $53.8M$56.9M−$3.1M$9.5M 990 PDF
FY2023Filed with the IRS May 13, 2024 $51.9M$54.8M−$2.9M$14.0M 990 PDF
FY2022Filed with the IRS May 11, 2023 $56.0M$50.7M$5.3M$16.0M 990 PDF
FY2021 ViewingFiled with the IRS May 6, 2022 $49.2M$48.6M$582K$10.6M 990 PDF
FY2020Filed with the IRS May 7, 2021 $51.1M$47.5M$3.6M$9.4M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $49,156,313 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $51,121,186$49,153,629
I-10 Investment incomePrior year −$32,268$2,684
I-11 Other revenuePrior year $13,657$0
I-12 Total revenuePrior year $51,102,575$49,156,313
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 $33,805,117$35,123,308
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $13,669,092$13,450,648
I-18 Total expensesPrior year $47,474,209$48,573,956
I-19 Revenue less expensesPrior year $3,628,366$582,357
Part VI · Governance 3 of 4 board members independent, no flags
VI-1a Voting members of the governing body4
VI-1b Independent voting members3
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 $49,156,313 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $49,153,629$49,153,629
VIII-7 Net gain or loss on sales of assetsRelated to mission $2,684$2,684
VIII-12 Total revenueRelated to mission $49,156,313 · Unrelated business $0 · Excluded from tax $0$49,156,313
Part IX · Statement of functional expenses $48,573,956 across 18 lines filed
IX-7 Other salaries and wagesPrograms $27,998,253$27,998,253
IX-8 Pension plan contributionsPrograms $680,522$680,522
IX-9 Other employee benefitsPrograms $4,379,548$4,379,548
IX-10 Payroll taxesPrograms $2,064,985$2,064,985
IX-11a Management feesManagement $6,335,733$6,335,733
IX-11b Legal feesPrograms $13,224$13,224
IX-11c Accounting feesPrograms $17,500$17,500
IX-11g Other fees for servicesPrograms $21,783$21,783
IX-12 Advertising and promotionPrograms $47,644$47,644
IX-13 Office expensesPrograms $440,657$440,657
IX-16 OccupancyPrograms $3,718,896$3,718,896
IX-17 TravelPrograms $974,789$974,789
IX-19 Conferences, conventions and meetingsPrograms $11,914$11,914
IX-20 InterestPrograms $6,603$6,603
IX-22 Depreciation, depletion and amortizationPrograms $335,938$335,938
IX-23 InsurancePrograms $203,636$203,636
IX-24 Other expenses (24a–d)Programs $936,434 · Management $244,580$1,181,014
IX-24e All other expensesPrograms $141,317$141,317
IX-25 Total functional expensesPrograms $41,993,643 · Management $6,580,313 · Fundraising $0$48,573,956
Part X · Balance sheet $21,957,854 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $6,652,530$11,667,787
X-4 Accounts receivableStart of year $3,073,944$2,379,828
X-9 Prepaid expenses and deferred chargesStart of year $158,018$510,419
X-10c Land, buildings and equipment, netStart of year $4,172,756$5,970,943
X-15 Other assetsStart of year $1,072,841$1,428,877
X-16 Total assetsStart of year $15,130,089$21,957,854
X-17 Accounts payable and accrued expensesStart of year $2,295,937$2,195,368
X-23 Secured mortgages and notes payableStart of year $1,131,073$8,413,947
X-25 Other liabilitiesStart of year $2,335,842$789,897
X-26 Total liabilitiesStart of year $5,762,852$11,399,212
X-27 Net assets without donor restrictionsStart of year $9,139,117$10,110,215
X-28 Net assets with donor restrictionsStart of year $228,120$448,427
X-32 Total net assets or fund balancesStart of year $9,367,237$10,558,642
X-33 Total liabilities and net assetsStart of year $15,130,089$21,957,854
Part XI · Reconciliation of net assets $10,558,642 net assets at year end
XI-1 Total revenue$49,156,313
XI-2 Total expenses$48,573,956
XI-3 Revenue less expenses$582,357
XI-4 Net assets at start of year$9,367,237
XI-9 Other changes in net assets$609,048
XI-10 Net assets at end of year$10,558,642

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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