Toward Independence INC: FY2024 Nonprofit Profile & Form 990 (EIN 31-0856399)

Joseph Harmon’s $155K as Chief Executive is at the 22nd 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 · 4 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Mark Schlater	—	$98,003	$276,014	$212,132	$221,250	$194,189
Joseph Harmon	$154,636	$136,702	$134,667	$117,939	$109,808	$110,653
Runette Wilson	—	—	$100,832	—	—	—
Dianne Anderson-Brown	—	—	$100,351	—	—	—

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.

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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 person-centered support to empower people with developmental disabilities to live fulfilling lives in their communities.

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1 program · $16.7M · in their own filed words · FY2024

01

We currently serve over 184 individuals in darke, greene, hamilton, miami, montgomery, and warren counties providing a full range of services and support programs for individuals with developmental disabilities.

$16.7Mprogram 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 · FY2024

Donor Advised Charitable Giving INCFY2024$11K

Total grants receivedfrom 1 funder$11K

By the numbers

The FY2024 990, line by line.

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1The main four

Money inPt VIII

$20.9M

Ln 12

Fees for servicesLn 2g$20.2M

Investment incomeLn 3$282K

Gifts and grantsLn 1h$253K

Money outPt IX

$19.6M

Ln 25

Programscol B$16.7M

Managementcol C$3.0M

Fundraisingcol D$15K

Owns and owesPt X

$16.1M

net assets · Ln 32

Cash and savingsLn 1–2$3.4M

Total assetsLn 16$18.3M

LiabilitiesLn 26$2.2M

PeoplePt VI, VII

11

listed · VII A

PaidVII A2

Voting boardVI 1a9

IndependentVI 1b9

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$253K

Fundraising eventsLn 1c$19K

Fees for servicesLn 2g$20.2M

Investment incomeLn 3$282K

Other incomeLn 4–11$114K

Gains on assetsLn 7−$117K

Total revenueLn 12$20.9M

Assets in detailPt X, end of year

CashLn 1$3.3M

SavingsLn 2$142K

Cash and savings togetherLn 1–2$3.4M

InvestmentsLn 11–13$6.2M

Land, buildings, equipmentLn 10c$5.4M

Other assetsLn 15$989K

Total assetsLn 16$18.3M

LiabilitiesLn 26$2.2M

Net assetsLn 32$16.1M

OperationsPt I, VI

EmployeesI 5524

VolunteersI 60

Fiscal year endsHeaderDecember

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

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$2.7M	$3.4M
InvestmentsLn 11–13	$6.9M	$6.2M
Land, buildings, equipmentLn 10c	$4.7M	$5.4M
Total assetsLn 16	$16.9M	$18.3M
LiabilitiesLn 26	$2.5M	$2.2M
Net assetsLn 32	$14.4M	$16.1M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$266K		$266K
Other salaries and wagesLn 7	$13.2M	$12.3M	$977K
Other employee benefitsLn 9	$1.1M	$838K	$278K
Payroll taxesLn 10	$1.2M	$1.1M	$96K
Legal feesLn 11b	$2K		$2K
Accounting feesLn 11c	$180K	$16K	$164K
Investment management feesLn 11f	$43K		$43K
Other fees for servicesLn 11g	$701K	$447K	$254K
Advertising and promotionLn 12	$54K	$2K	$51K
Office expensesLn 13	$67K	$13K	$54K	$386
OccupancyLn 16	$486K	$388K	$97K
TravelLn 17	$213K	$153K	$60K
InterestLn 20	$28K	$9K	$20K
Depreciation, depletion and amortizationLn 22	$474K	$257K	$217K	$69
InsuranceLn 23	$128K		$128K
Other expenses (24a–d)Ln 24	$930K	$890K	$28K	$12K
All other expensesLn 24e	$486K	$249K	$234K	$3K
Total functional expensesLn 25	$19.6M	$16.7M	$3.0M	$15K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$23.0M	$21.6M	$1.4M	$17.3M	990 PDF
FY2024 ViewingFiled with the IRS Oct 28, 2025	$20.9M	$19.6M	$1.2M	$16.1M	990 PDF
FY2023Filed with the IRS Nov 15, 2024	$17.3M	$18.1M	−$860K	$14.4M	990 PDF
FY2022Filed with the IRS Jul 18, 2023	$18.4M	$16.7M	$1.7M	$15.2M	990 PDF
FY2021Filed with the IRS Sep 12, 2022	$18.8M	$16.2M	$2.5M	$14.2M	990 PDF
FY2020Filed with the IRS Aug 30, 2021	$19.5M	$15.9M	$3.6M	$11.7M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2024 990 (6 parts)

Part I · Summary $20,872,734 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $145,192$252,683

I-9 Program service revenuePrior year $15,497,605$20,223,941

I-10 Investment incomePrior year $453,780$281,785

I-11 Other revenuePrior year $1,187,020$114,325

I-12 Total revenuePrior year $17,283,597$20,872,734

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 $14,841,514$15,847,968

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $3,302,059$3,791,481

I-18 Total expensesPrior year $18,143,573$19,639,449

I-19 Revenue less expensesPrior year −$859,976$1,233,285

Part VI · Governance 9 of 9 board members independent, no flags

VI-1a Voting members of the governing body9

VI-1b Independent voting members9

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 $20,872,734 across 9 lines filed

VIII-1c Fundraising events$19,112

VIII-1f All other contributions, gifts and grants$233,571

VIII-1h Total contributions, gifts and grants$252,683

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $20,223,941$20,223,941

VIII-3 Investment incomeExcluded from tax $398,579$398,579

VIII-7 Net gain or loss on sales of assetsRelated to mission −$116,794−$116,794

VIII-8 Net income from fundraising eventsExcluded from tax −$1,486−$1,486

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $115,811$115,811

VIII-12 Total revenueRelated to mission $20,222,958 · Unrelated business $0 · Excluded from tax $397,093$20,872,734

Part IX · Statement of functional expenses $19,639,449 across 17 lines filed

IX-5 Pay of current officers, directors and key staffManagement $265,727$265,727

IX-7 Other salaries and wagesPrograms $12,272,123 · Management $976,712$13,248,835

IX-9 Other employee benefitsPrograms $837,556 · Management $277,569$1,115,125

IX-10 Payroll taxesPrograms $1,121,856 · Management $96,425$1,218,281

IX-11b Legal feesManagement $1,943$1,943

IX-11c Accounting feesPrograms $16,000 · Management $163,801$179,801

IX-11f Investment management feesManagement $42,615$42,615

IX-11g Other fees for servicesPrograms $447,196 · Management $254,249$701,445

IX-12 Advertising and promotionPrograms $2,326 · Management $51,415$53,741

IX-13 Office expensesPrograms $13,393 · Management $53,669 · Fundraising $386$67,448

IX-16 OccupancyPrograms $388,278 · Management $97,332$485,610

IX-17 TravelPrograms $152,580 · Management $60,347$212,927

IX-20 InterestPrograms $8,903 · Management $19,508$28,411

IX-22 Depreciation, depletion and amortizationPrograms $256,742 · Management $216,757 · Fundraising $69$473,568

IX-23 InsuranceManagement $128,309$128,309

IX-24 Other expenses (24a–d)Programs $889,946 · Management $28,477 · Fundraising $11,678$930,101

IX-24e All other expensesPrograms $248,978 · Management $233,614 · Fundraising $2,970$485,562

IX-25 Total functional expensesPrograms $16,655,877 · Management $2,968,469 · Fundraising $15,103$19,639,449

Part X · Balance sheet $18,269,873 assets, 15 lines filed

X-1 Cash, non-interest-bearingStart of year $2,578,409$3,305,418

X-2 Savings and temporary cash investmentsStart of year $156,276$141,918

X-3 Pledges and grants receivableStart of year $1,484,383$2,069,304

X-9 Prepaid expenses and deferred chargesStart of year $170,895$199,791

X-10c Land, buildings and equipment, netStart of year $4,698,527$5,405,583

X-11 Publicly traded securitiesStart of year $6,886,699$6,158,862

X-14 Intangible assetsStart of year $278$0

X-15 Other assetsStart of year $932,355$988,997

X-16 Total assetsStart of year $16,907,822$18,269,873

X-17 Accounts payable and accrued expensesStart of year $1,685,922$1,694,722

X-26 Total liabilitiesStart of year $2,461,954$2,218,673

X-27 Net assets without donor restrictionsStart of year $14,410,545$15,921,374

X-28 Net assets with donor restrictionsStart of year $35,323$129,826

X-32 Total net assets or fund balancesStart of year $14,445,868$16,051,200

X-33 Total liabilities and net assetsStart of year $16,907,822$18,269,873

Part XI · Reconciliation of net assets $16,051,200 net assets at year end

XI-1 Total revenue$20,872,734

XI-2 Total expenses$19,639,449

XI-3 Revenue less expenses$1,233,285

XI-4 Net assets at start of year$14,445,868

XI-5 Net unrealized gains (losses) on investments$372,047

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$16,051,200

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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Toward Independence INC FY2024 filing

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