2025-04-25T10:23:46-05:00 2024-06-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2023-07-01 860133392 THE ARIZONA CENTER FOR THE BLIND AND VISUALLY IMPAIRED ARIZ 6022737411 3100 E ROOSEVELT PHOENIX AZ 85008 DAVID DECERO BOARD CHAIR 6022737411 2025-04-17 1 1 KRISTEN M BASS P01247587 6022646835 2025-04-17 2023 2025-03-06 01:10:19Z STEVEN S TEPPER 3100 E ROOSEVELT PHOENIX AZ 85008 3517045 0 X WWW.ACBVI.ORG X 1947 AZ TO ENHANCE THE QUALITY OF LIFE OF PEOPLE WHO ARE BLIND OR OTHERWISE VISUALLY IMPAIRED. 14 14 41 90 -54994 0 1059365 820877 2014126 1955348 34123 35244 -115539 458681 2992075 3270150 0 0 0 0 1491561 1764258 0 0 210482 724163 1364622 2215724 3128880 776351 141270 6638210 7148641 2568152 2925328 4070058 4223313 X TO ENHANCE THE QUALITY OF LIFE OF PEOPLE WHO ARE BLIND OR OTHERWISE VISUALLY IMPAIRED, BY PROVIDING A WIDE RANGE OF SERVICES AIMED AT: 1. PROMOTING INDEPENDENCE, DIGNITY, AND FULL PARTICIPATION IN ALL SPHERES OF LIFE; AT HOME, AT WORK AND IN THE COMMUNITY.(CONT'D ON SCHEDULE O) TO ENHANCE THE QUALITY OF LIFE OF PEOPLE WHO ARE BLIND OR OTHERWISE VISUALLY IMPAIRED, BY PROVIDING A WIDE RANGE OF SERVICES AIMED AT: 1. PROMOTING INDEPENDENCE, DIGNITY, AND FULL PARTICIPATION IN ALL SPHERES OF LIFE; AT HOME, AT WORK AND IN THE COMMUNITY. 2. EDUCATING THE GENERAL PUBLIC REGARDING THE CAPABILITIES AND NEEDS OF INDIVIDUALS WHO ARE BLIND AND VISUALLY IMPAIRED, WHILE SERVING AS A RESOURCE FOR INFORMATION ABOUT ALL ASPECTS OF DEALING WITH VISION LOSS. 3. FACILITATING ACCEPTANCE OF INDIVIDUALS WHO ARE BLIND AND VISUALLY IMPAIRED THROUGHOUT SOCIETY, WHILE WORKING TOWARD EQUALIZATION OF OPPORTUNITY. 0 0 978288 1330720 REHABILITATION PROGRAM PROVIDES REHABILITATION TRAINING, ORIENTATION & MOBILITY (O&M), ORIENTATION TO ADJUSTMENT TO DISABILITY/COUNSELING, ASSISTIVE TECHNOLOGY (AT)/COMPUTER TRAINING. PROVIDES INSTRUCTION IN ALL ACTIVITIES OF DAILY LIVING IMPACTED BY VISION LOSS. HANDWRITING, HOME MANAGEMENT, GROOMING, CANE TRAINING, ELECTRONIC MOBILITY DEVICES, WORKING WITH GUIDE DOGS, ORIENTATION IN THE HOME, WORK, SCHOOL & ALL COMMUNITY SETTINGS, BRAILLE, INSTRUCTION & TRAINING FOR COMPUTER, CELL PHONE AND TABLET USAGE, INCLUDING SPEECH ACCESS & MAGNIFICATION. SOME TRAINING PROVIDED VIRTUALLY. VOCATIONAL TRAINING OFFERED TO BECOME A DESKTOP SERVICE TECHNICIAN WITH A+ CERTIFICATION IN INFORMATION TECHNOLOGY. MORE THAN 11,000 HOURS OF SERVICES PROVIDED TO THOSE WHO ARE BLIND AND VISUALLY IMPAIRED, AND COMBINED VISION AND HEARING LOSS. 781868 580741 COMBINED VISION AND HEARING LOSS (CVHL): SERVICES PROVIDED ARE COMPREHENSIVE REHABILITATION SERVICES FOR THE DEAFBLIND AND CVHL, INCLUDES ORIENTATION AND MOBILITY, REHAB TEACHING, ORIENTATION AND ADJUSTMENT TO DISABILITY, JOB READINESS/CAREER EXPLORATION, AND ASSISTIVE TECHNOLOGY SERVICE. WE PROVIDE ASL INTERPRETERS AS NEEDED FOR OUR CLIENTS AND STAFF.PROVIDE ITINERANT SERVICES THROUGHOUT ARIZONA FOR THE DEAFBLIND AND CVHL IN ASSISTIVE TECHNOLOGY AND ORIENTATION AND MOBILITY INSTRUCTIONS. WE ALSO HAVE THE ICANCONNECT (ICC) CONTRACT TO PROVIDE DISTANCE COMMUNICATION TECHNOLOGY FOR THE DEAFBLIND AND CVHL. 175448 SOCIAL RECREATION: ACBVI PROVIDES ADULT CONTINUING EDUCATION; ADAPTED ARTS AND CRAFTS, HEALTH AND WELLNESS CLASSES, ADAPTIVE EXERCISE, AND SPECIAL PROGRAMS FOR THE ELDERLY. GROUP CLASSES OFFERED VIRTUALLY. 172705 32152 ASSISTIVE TECHNOLOGY TRAINING, TRANSPORTATION, AND MEDICAL SERVICES:ASSISTIVE TECHNOLOGY ARIZONA: ACBVI PROVIDES TRAINING TO PROFESSIONALS SERVING INDIVIDUALS WITH VARIOUS DISABILITIES AND INSTRUCTION IN THE USE OF TECHNOLOGY DESIGNED TO ASSIST THOSE DISABILITIES. WE PROVIDE TRAINING TO PROFESSIONALS EMPLOYED BY ARIZONA REHABILITATION SERVICES ADMINISTRATION, OTHER ARIZONA DEPARTMENT OF ECONOMIC SECURITY AGENCIES, AND EMPLOYEES OF WORKFORCE INNOVATION AND OPPORTUNITY ACT CENTERS THROUGHOUT THE STATE OF ARIZONA AND THEIR PARTNERING AGENCIES.TRANSPORTATION: ACBVI PROVIDES TRANSPORTATION TO SOME OF ITS MOST CRITICAL CLIENTS USING VEHICLES DONATED BY THE CITY OF PHOENIX, A PRIVATE DONOR, AND FUNDS FROM OPERATIONS. TRANSPORTATION IS PROVIDED FROM THE CLIENT'S RESIDENCE TO ACBVI AS WELL AS MEDICAL APPOINTMENTS.MEDICAL SERVICES: ACBVI EMPLOYS A FULL-TIME LICENSED COMMUNITY HEALTH WORKER (CHW). THE ACBVI CHW FOCUSES ON HELPING CLIENTS ACCESS CARE AND BENEFITS AS WELL AS PROVIDING SUPPORT DURING TIMES OF EMERGENCY. 172705 32152 2108309 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 41 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X STEVEN S TEPPER 6022737411 3100 E ROOSEVELT PHOENIX AZ 85008 LEAH POWELL BOARD CHAIR 3.00 X X 0 0 0 DAVID DECERO VICE CHAIR 3.00 X X 0 0 0 RIANN BALCH TREASURER 3.00 X X 0 0 0 DAVID STEINMETZ SECRETARY 3.00 X X 0 0 0 STEVE WELKER EXECUTIVE MEMBER AT LARGE 1.00 X X 0 0 0 MATT GERST EXECUTIVE MEMBER AT LARGE 1.00 X X 0 0 0 DAVID ARMSTRONG DIRECTOR 1.00 X 0 0 0 MANDY CARLSEN DIRECTOR 1.00 X 0 0 0 KHARA FUENTES DIRECTOR 1.00 X 0 0 0 JIM HUNTS DIRECTOR 1.00 X 0 0 0 JAYSON MEYERWITZ DIRECTOR 1.00 X 0 0 0 CHRIS RUDOLPH DIRECTOR 1.00 X 0 0 0 DAVE SCHAD DIRECTOR 1.00 X 0 0 0 ADAM ZIMMERMAN DIRECTOR 1.00 X 0 0 0 STEVE S TEPPER EXECUTIVE DIRECTOR 40.00 X 142127 0 8028 142127 0 8028 1 0 1 0 0 19818 56677 744382 209874 820877 GOVERNMENT CONTRACTS 624100 1955348 1955348 1955348 34192 34192 78360 189445 -111085 -111085 -11735 -54994 -44356 1623 56879 1556 55894 67 985 1052 1052 INSURANCE RECOVERIES 524298 566389 566389 OTHER INCOME 900099 3377 3377 569766 3270150 1943613 -54994 560654 150156 134418 1745 13993 1289740 1152648 15171 121921 32494 29944 294 2256 176595 162734 1600 12261 115273 102797 1580 10896 12089 12089 88953 88953 2264 2264 164700 108960 54439 1301 16831 466 5917 10448 113530 106870 671 5989 33773 18190 1387 14196 606495 87963 511927 6605 23846 23043 308 495 6671 3900 2016 755 86678 86678 129759 110223 12900 6636 40061 37233 129 2699 SOCIAL/RECREATION 25063 25063 FEES 6320 6289 31 ORGANIZATION DUES 1411 151 1260 6178 3706 2472 3128880 2108309 810089 210482 1194897 1343413 233329 237578 243089 312057 51475 39765 17452 35756 5217789 275170 4740427 4942619 148603 166729 8938 70724 6638210 7148641 284840 707123 207328 85885 2058196 2007260 17788 125060 2568152 2925328 X 4044894 3928360 25164 294953 4070058 4223313 6638210 7148641 141270 11985 0 X 0 1 X 1 0 X 292184 394628 1881502 1059365 820877 4448556 292184 394628 1881502 1059365 820877 4448556 425044 4023512 5060 2008 12266 54950 66345 140629 4494 642 5136 138 568 1147 569766 571619 5165940 9465436 0.77890 0.87340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CREDIT CARD REBATES - 2019 AMOUNT: $ 138. 2021 AMOUNT: $ 568. OTHER REVENUE - 2022 AMOUNT: $ 1,147. 2023 AMOUNT: $ 3,377. INSURANCE RECOVERIES - 2023 AMOUNT: $ 566,389. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2660000 2660000 1140000 83917 1056083 975698 46111 929587 83744 74179 9565 358347 70963 287384 4942619 REFUNDABLE DEPOSITS 8850 OPERATING LEASE LIABILITY 4336 DUE TO TERROS 111874 125060 X 2904927 11985 2000 189445 203430 2701497 2264 566389 568653 3270150 3318061 2000 189445 191445 3126616 2264 2264 3128880 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, THEREFORE, THERE IS NO PROVISION FOR INCOME TAXES. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME ("UBTI") WOULD BE TAXABLE. MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS ANY MATERIAL UBTI FOR THE YEAR ENDED JUNE 30, 2024. THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES MOVED TO REVENUES 189,445. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON INSURANCE RECOVERIES 566,389. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES MOVED TO REVENUES 189,445. 0 0 0 0 0 0 0 0 0 STEVE S TEPPER EXECUTIVE DIRECTOR 142127 0 0 0 0 0 8028 0 0 0 150155 0 0 0 STEVEN TEPPER PART V PART V X 50000 39765 0 1 1 39765 SCHEDULE L, PART II (A) NAME OF PERSON: STEVEN S. TEPPER(B) RELATIONSHIP WITH ORGANIZATION: EXECUTIVE DIRECTOR(C) PURPOSE OF LOAN: EMPLOYEE LOAN(D) LOAN TO OR FROM ORGANIZATION? = FROM(E) ORIGINAL PRINCIPAL AMOUNT: $50,000(F) BALANCE DUE: $39,765(G) LOAN IN DEFAULT? = NO(H) APPROVED BY BOARD OR COMMITTEE? = YES(I) WRITTEN AGREEMENT? = YESIN JULY 2022, THE ORGANIZATION ENTERED INTO AN EMPLOYMENT AGREEMENT WITH THE CEO. THE EMPLOYMENT AGREEMENT PROVIDED FOR THE ORGANIZATION TO EXTEND A $50,000 LOAN TO THE CEO AT AN ANNUAL INTEREST RATE OF 3%. UPON COMPLETION OF EACH YEAR OF THE AGREEMENT, THE ORGANIZATION HAS AGREED TO FORGIVE ONE-QUARTER (1/4) OF THE TOTAL LOAN PRINCIPAL, PLUS ACCRUED INTEREST ON THAT AMOUNT. X 2 207324 FMV X EQUIPMENT 1 2550 FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE OFFICERS SERVE AS THE MEMBERS OF THE EXECUTIVE COMMITTEE. EXCEPT FOR THE POWER TO AMEND THE ARTICLES OF INCORPORATION AND BYLAWS, THE EXECUTIVE COMMITTEE HAS ALL OF THE POWERS AND AUTHORITY OF THE BOARD OF DIRECTORS IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, SUBJECT TO THE DIRECTION AND CONTROL OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE ORGANIZATION CONSISTS OF THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B AN OUTSIDE ACCOUNTING FIRM PREPARES THE FORM 990. THE EXECUTIVE DIRECTOR AND DIRECTOR OF ACCOUNTING REVIEWS THE DRAFT IN DETAIL BEFORE PROVIDING A COPY OF THE FORM TO THE BUDGET & FINANCE COMMITTEE AND THE BOARD AS A WHOLE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY COVERS ALL BOARD MEMBERS AND OFFICERS. ANY POTENTIAL CONFLICTS WILL BE DISCUSSED AND REVIEWED BY THE UNCONFLICTED BOARD MEMBERS. IF A CONFLICT IS DETERMINED TO EXIST, THE CONFLICTED PERSON MUST LEAVE THE ROOM AND REFRAIN FROM VOTING ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD ON AN ANNUAL BASIS. COMPARABILITY DATA IS USED AND THE BOARD DOCUMENTS THE DECISION. THIS PROCESS WAS LAST COMPLETED IN MARCH 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.