2024-05-13T18:08:43-05:00 2023-06-30 953132551 JGD & ASSOCIATES LLP 9191 TOWNE CENTRE DRIVE 340 SAN DIEGO CA 921221274 990 2022-07-01 830471805 OPTIONS FOR ALL INC OPTI 8585659870 4250 PACIFIC HIGHWAY STE 125 SAN DIEGO CA 92110 MELISSA MALONE-MONTGOMERY COO 8585659870 2024-05-13 1 MELISSA MALONE-MONTGOMERY 999009999 0 DANIEL P SCHREIBER P00089202 8585871000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X BRIAN ZOTTI 4250 PACIFIC HIGHWAY STE 125 SAN DIEGO CA 92110 22407708 0 X WWW.OPTIONSFORALL.ORG X 2007 CA TO CREATE AND SUPPORT OPPORTUNITIES FOR INDIVIDUALS WITH IDD IN MAKING CHOICES TO LIVE, WORK, AND LOVE LIFEIN THEIR COMMUNITY WITH DIGNITY AND RESPECT 10 10 636 15 0 0 2627773 177861 20679982 21981463 57357 76999 -3915 -27624 23361197 22208699 0 0 0 0 14842682 16214260 0 0 71979 6057834 5738188 20900516 21952448 2460681 256251 10775175 11737628 1728740 2314766 9046435 9422862 X TO CREATE AND SUPPORT OPPORTUNITIES FOR INDIVIDUALS WITH IDD IN MAKING CHOICES TO LIVE, WORK, AND LOVE LIFE IN THEIR COMMUNITY WITH DIGNITY AND RESPECT. 0 0 8936028 11589356 COMMUNITY ENGAGEMENT (CE) THIS PROGRAM CONTINUES TO BE OUR LARGEST, SERVING ABOUT 720 INDIVIDUALS DURING THE 2022-2023 YEAR. THIS SERVICE IS PRIMARILY A DAILY COMMUNITY BASED PROGRAM WHERE INDIVIDUALS ARE IN PAID AND/OR VOLUNTEER AT EMPLOYER SITES AT A 1:3 RATIO. IT ALSO PROVIDES TRAINING IN BASIC COMMUNITY SKILL DEVELOPMENT, SOCIAL SKILL DEVELOPMENT AND SAFETY SKILL DEVELOPMENT FOR EACH INDIVIDUAL. 2845402 4755300 FILM & MEDIA (FILM) IS A CREATIVE ARTS PROGRAM THAT COMBINES CLASSROOM INSTRUCTION WITH HANDS-ON TRAINING FOR PROGRAM PARTICIPANTS TO DEVELOP TANGIBLE AND EXPERIENTIAL SKILLS TO WORK IN FILM, TELEVISION AND MULTI-MEDIA PRODUCTION. PARTICIPANTS WORK ON PROJECTS OUT OF ONE OF OUR FULLY FUNCTIONING, PROFESSIONALLY EQUIPPED FILM STUDIOS OR IN THE COMMUNITY WITH AN AVERAGE STAFF TO PARTICIPANT RATIO OF 1:5. THE PROGRAM SERVED 176 STUDENTS IN 2022-2023 RESULTING IN 71 JOB PLACEMENTS. 2515981 2516047 THE SUPPORTED EMPLOYMENT PROGRAM IS A VOCATIONAL TRAINING SERVICE THAT PROVIDES JOB DEVELOPMENT, JOB PLACEMENT AND ON-THE-JOB SUPPORT FOR INDIVIDUALS TO OBTAIN AND MAINTAIN GAINFUL EMPLOYMENT IN THEIR COMMUNITY. THE SERVICE IS DELIVERED ON A 1:1 BASIS, AND IS TAILORED TO THE INDIVIDUAL'S VOCATIONAL INTEREST AND SKILL SET. THE PROGRAM SERVED 645 INDIVIDUALS IN 2022-2023. 1295839 1172980 TAILORED DAY SERVICES (TDS) THIS IS AN INDIVIDUALIZED, CUSTOMIZED SERVICE FOR ADULTS IN THE AREA OF VOCATIONAL, EDUCATIONAL AND OR COMMUNITY ACCESS. THIS SERVICE IS OFFERED IS IN LIEU OF A TRADITIONAL DAY PROGRAM, WORK ACTIVITY PROGRAM OR SUPPORTED EMPLOYMENT PROGRAM. SERVICES ARE PROVIDED ON A 1:1 STAFF TO PARTICIPANT RATIO FOR UP TO 9 HOURS PER WEEK. THE PROGRAM SERVED 183 INDIVIDUALS IN 2022-2023. 1093094 1126376 INDEPENDENT LIVING SERVICES (ILS) THE ILS PROGRAM PROVIDES TRAINING IN DAILY LIVING SKILLS TO HELP INDIVIDUALS LIVE INDEPENDENTLY IN THE COMMUNITY. THIS PROGRAM SERVED OVER 225 INDIVIDUALS IN 2022-2023. THE PROGRAM CONSISTS OF THREE TRAINING MODELS; THE 1:3 TRAINING CONSISTS OF CLASSES, TENANT ASSOCIATION MEETINGS, AND GROUP EVENTS & WORKSHOPS. 1:2 TRAINING ALLOWS STAFF TO PROVIDE TRAINING AND SUPPORT TO COUPLES AND ROOMMATES AT THE SAME TIME. 1:1 IS DESIGNED TO PROVIDE PERSONALIZED SKILLS TRAINING WITH AN INDIVIDUAL. 620817 821404 EARLY CHILDHOOD EDUCATION (ECE) 3009750 3120760 17307161 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 56 0 1 636 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X LUBY ROSOCHACOVA 8586342403 4250 PACIFIC HIGHWAY STE 125 SAN DIEGO CA 92110 MIRIAM BURKE DIRECTOR OF PROGRAMS 40.00 X 113546 0 0 LUBOMIRA ROSOCHACOVA CONTROLLER 40.00 X 132488 0 0 FRANK WHELAN CHAIR & DIRECTOR 2.00 X 0 0 0 MICHELLE DIAZ AGHA VICE CHAIR & DIRECTOR 2.00 X 0 0 0 KATHRYN CHEVALIER BOARD MEMBER 2.00 X 0 0 0 MATTHEW CREIGHTON BOARD MEMBER 2.00 X 0 0 0 THERESA CARROLL BOARD MEMBER 2.00 X 0 0 0 LAN LAN CHEN BOARD MEMBER 2.00 X 0 0 0 RYAN BOWCOTT BOARD MEMBER 2.00 X 0 0 0 DIANE DERUDDER BOARD MEMBER 2.00 X 0 0 0 QUINCEY PENN BOARD MEMBER 2.00 X 0 0 0 JEFFREY BONINE BOARD MEMBER 2.00 X 0 0 0 BRIAN ZOTTI CEO 40.00 X 262977 0 0 MELISSA MALONE-MONTGOMERY COO 40.00 X 224415 0 0 KRISTINA LARSEN CPO & GENERAL COUNSEL 40.00 X 153692 0 0 MYLES HORTTOR CPO 40.00 X 163597 0 0 KENNETH BARNES FORMER CEO 0.00 X 201184 0 0 1251899 0 0 7 1 1 0 LITTLER MENDELSON PC 333 BUSH STREET 34TH FLOOR SAN FRANCISCO CA 94104 LEGAL SERVICES 326581 CIPRUS CONSULTING 2930 BARNARD STREET 11303 SAN DIEGO CA 92110 TECH SUPPORT/SOFTWARE CONSULTING 259726 JOSEPH TRAVOLTA 23634 TIARA STREET WOODLAND HILLS CA 91367 FILM & MEDIA BUSINESS SUPPORT CONSULTANT 198000 SYPHAX STRATEGIC SOLUTIONS 5601 STANMORE WAY ELK GROVE CA 95758 EXECUTIVE COACH/TRAINING CONSULTANT 107903 4 147711 30150 177861 CONTRACTS & PROGRAM REVENUE 624310 21981463 21981463 21981463 76999 76999 171385 199009 -27624 -27624 22208699 21981463 0 49375 1251899 1251899 11007232 10520254 445104 41874 2920352 2400835 513859 5658 1034777 888001 143242 3534 30320 30320 535310 237609 291726 5975 27162 12825 11528 2809 445209 90312 345937 8960 950641 728183 222458 80168 37021 43147 116973 66686 50287 126658 126658 EMPLOYMENT COSTS 1257190 1056982 200208 MILEAGE 774291 767156 7135 LEASE ABONDONMENT 450000 450000 COMMUNICATIONS 272133 235177 36956 672133 266120 402844 3169 21952448 17307161 4573308 71979 4529174 4388368 2826130 3251993 223136 74845 936289 677451 375811 258838 2740204 2936423 80720 827161 10775175 11737628 1663391 1514464 8638 0 56711 800302 1728740 2314766 X 8847942 9210454 198493 212408 9046435 9422862 10775175 11737628 256251 143102 -22926 0 X X 0 1 X 1 0 X 279471 250962 392556 2627763 177861 3728613 16415619 18425051 19430246 20679982 21981463 96932361 16695090 18676013 19822802 23307745 22159324 100660974 0 0 0 100660974 29783 27977 24759 57357 76999 216875 29783 27977 24759 57357 76999 216875 16724873 18703990 19847561 23365102 22236323 100877849 0.99790 0.99840 0.00210 0.00160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 198493 14871 956 212408 206938 -7569 886 198493 159485 48257 804 206938 157986 2289 790 159485 150467 2200 6075 756 157986 1 0 367557 264206 103351 568732 413245 155487 258838 OTHER INVESTMENTS 2936423 C 2936423 DEPOSITS 78910 RIGHT-OF-USE ASSET 748251 827161 LEASE LIABILITY 800302 800302 X 22527884 143102 199009 342111 22185773 22926 22926 22208699 22151457 199009 199009 21952448 0 21952448 PART V, LINE 4: TO FURTHER THE MISSION OF THE ORGANIZATION PART X, LINE 2: THE ORGANIZATION IS A PUBLIC BENEFIT NON-PROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE STATE OF CALIFORNIA. THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ALL TAX-EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE, AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME, OR QUALIFICATION OF THE ORGANIZATION AS A TAX-EXEMPT ENTITY UNDER INTERNAL REVENUE CODE SECTION AND APPLICABLE STATE STATUTES. AT JUNE 30, 2022, THE FEDERAL STATUTE OF LIMITATIONS REMAINS OPEN FOR THE 2018 THROUGH 2021 TAX YEARS. THE STATUTE OF LIMITATION FOR THE STATE INCOME TAX RETURNS REMAINS OPEN FOR THE 2017 THROUGH 2021 TAX YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT 199,009. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT 199,009. BOW TIES AND SANDALS 171385 171385 90231 44262 17300 47216 171385 171385 90231 44262 17300 47216 199009 -27624 X X X X X 0 0 0 0 0 0 0 0 0 BRIAN ZOTTI CEO 233723 0 0 0 29254 0 0 0 0 0 262977 0 0 0 MELISSA MALONE-MONTGOMERY COO 215366 0 0 0 9049 0 0 0 0 0 224415 0 0 0 KENNETH BARNES FORMER CEO 179692 0 0 0 21492 0 0 0 0 0 201184 0 0 0 MYLES HORTTOR CPO 152489 0 0 0 11108 0 0 0 0 0 163597 0 0 0 KRISTINA LARSEN CPO & GENERAL COUNSEL 151338 0 0 0 2354 0 0 0 0 0 153692 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ONCE THE FORM 990 IS COMPLETED BY THE INDEPENDENT ACCOUNTING FIRM, BOTH THE CEO AND COO REVIEW THE DOCUMENT. THE 990 IS THEN PRESENTED TO THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED ANNUALLY AND EACH BOARD MEMBER IS ASKED IN THE MONTH OF AUGUST TO REVIEW AND RE-SIGN THE CONFLICT OF INTEREST POLICY. COMPANY STAFF IS AWARE OF THE POLICY AND IF A CONFLICT OCCURS, IT IS THEN REPORTED TO THE CPO TO INVESTIGATE. FORM 990, PART VI, SECTION B, LINE 15 CEO: THE BOARD OF DIRECTORS GOVERNANCE AND COMPENSATION COMMITTEE IS RESPONSIBLE FOR RECOMMENDING TO THE BOARD OF DIRECTORS THE APPROPRIATE COMPENSATION FOR THE CEO. THE GOVERNANCE AND COMPENSATION COMMITTEE CONSISTS OF THREE BOARD MEMBERS AND IS CHAIRED BY THE BOARD CHAIR. THE DETERMINATION OF REASONABLENESS OF COMPENSATION IS BASED UPON INFORMATION ABOUT COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR SIMILAR SERVICES, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS OR ACTUAL WRITTEN OFFERS FROM SIMILARLY SITUATED ORGANIZATIONS. SIMILARLY SITUATED ORGANIZATIONS MAY INCLUDE BOTH TAXABLE AND TAX-EXEMPT ORGANIZATIONS. THE BOARD OF DIRECTORS MUST VOTE TO APPROVE THE CEO'S COMPENSATION. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE COMPENSATION ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY THE INFORMATION USED TO DETERMINE THE REASONABLENESS OF THE COMPENSATION AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS SHALL BE MAINTAINED IN THE MINUTES OF THE CORPORATION. OFFICERS OF COMPANY: THE CEO SETS THE SALARIES FOR THE EXECUTIVE LEADERS OF THE COMPANY AND CORPORATE OFFICERS. THE DETERMINATION OF REASONABLENESS OF COMPENSATION IS BASED UPON INFORMATION ABOUT COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR SIMILAR SERVICES, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS OR ACTUAL WRITTEN OFFERS FROM SIMILARLY SITUATED ORGANIZATIONS. SIMILARLY SITUATED ORGANIZATIONS MAY INCLUDE BOTH TAXABLE AND TAX-EXEMPT ORGANIZATIONS. THE BOARD OF DIRECTORS REVIEWS THE FAIRNESS OF COMPENSATION, INCLUDING BENEFITS, PAID TO ANY OFFICER OF THE CORPORATION UPON THE OCCURRENCE OF THE FOLLOWING EVENTS: 1. THE OFFICER IS HIRED; 2. THE OFFICER'S TERM OF EMPLOYMENT IS EXTENDED OR RENEWED; OR 3. THE OFFICER'S COMPENSATION IS MODIFIED, UNLESS SUCH MODIFICATION OCCURS PURSUANT TO A GENERAL MODIFICATION OF COMPENSATION THAT EXTENDS TO ALL EMPLOYEES FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE TO THE WAY THAT THE AUDIT COMMITTEE OR BOARD OF DIRECTORS OVERSEES THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR.