2023-05-15T10:21:37-05:00 2022-06-30 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2021-07-01 593052307 THE FLORIDA ENDOWMENT FOUNDATION FOR VOCATIONAL REHABILITATION INC FLOR 8502244493 3320 THOMASVILLE ROAD 100 TALLAHASSEE FL 323087906 ALLISON CHASE PRESIDENT AND CEO 8502244493 2023-05-08 1 ALLISON CHASE 999009999 STACEY T KOLKA P01371120 8506688100 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z THE ABLE TRUST ALLISON CHASE 3320 THOMASVILLE ROAD 100 TALLAHASSEE FL 323087906 2952674 0 X WWW.ABLETRUST.ORG X 1991 FL TO BE A KEY LEADER IN PROVIDING FLORIDIANS WITH DISABILITIES OPPORTUNITIES FOR SUCCESSFUL EMPLOYMENT. 8 8 9 10 0 0 604260 714093 25100 63105 1930441 1773760 61779 59691 2621580 2610649 1400650 1131811 0 0 567390 684754 0 0 0 685918 992273 2653958 2808838 -32378 -198189 28817434 23761376 873148 931452 27944286 22829924 TO BE A KEY LEADER IN PROVIDING FLORIDIANS WITH DISABILITIES OPPORTUNITIES FOR SUCCESSFUL EMPLOYMENT. 0 0 1047407 215076 17515 THE ORGANIZATION ASSISTS FLORIDIANS WITH DISABILITIES IN ACHIEVING EMPLOYMENT AND PROVIDES GRANTS TO SUPPORT VOCATIONAL REHABILITATION PROGRAMS AND SERVICES LEADING TO THE EMPLOYMENT OF FLORIDA CITIZENS WITH DISABILITIES. IT ALSO FUNDS YOUTH PROGRAMS AND RETREATS THAT ADDRESS COMMUNITY, ACADEMIC AND EMPLOYMENT LEADERSHIP. 1758 16000 DISABILITY EMPLOYMENT AWARENESS MONTH (DEAM) IS COMMEMORATED EACH OCTOBER AND PAIRS STUDENTS WITH DISABILITIES WITH EMPLOYERS FOR A ONE-ON-ONE JOB SHADOWING EXPERIENCE. DEAM IS DESIGNED TO EXPOSE YOUNG ADULTS TO A VARIETY OF CAREER OPTIONS AND PROVIDE THEM WITH A BETTER UNDERSTANDING OF THE WORKPLACE ENVIRONMENT. PARTICIPANTS ARE GIVEN A CHANCE TO LEARN ABOUT A TYPICAL WORK DAY AS WELL AS THE SKILLS AND EDUCATION NEEDED FOR THE SPECIFIC CAREER. EMPLOYERS BENEFIT FROM DEAM BY UNDERSTANDING WHAT PEOPLE WITH DISABILITIES HAVE TO OFFER TO THE WORKPLACE. 958950 916735 40000 THROUGH THE HIGH SCHOOL HIGH TECH PROGRAM, STUDENTS WITH ALL TYPES OF DISABILITES ARE ENCOURAGED TO SET THEIR SIGHTS ON POST-SECONDARY EDUCATION AND A CAREER IN FIELDS WHICH ARE IN-DEMAND IN THE STATE OF FLORIDA. MORE THAN 1,076 STUDENTS PARTICIPATE IN HIGH SCHOOL HIGH TECH EACH YEAR, WHERE THEY HAVE AN OPPORTUNITY TO TOUR COLLEGE CAMPUSES AND INDUSTRY OPERATIONS, AND MEET WITH FLORIDA BUSINESS LEADERS. THEY ARE OFFERED CAREER EXPERIENCES THROUGH JOB SHADOWING, INTERNSHIPS, AND VOLUNTEER POSITIONS DURING THEIR INVOLVEMENT IN THE PROGRAM. 2008115 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X DELIA FINNERTY 8508786189 2075 CENTRE POINTE BLVD 200 TALLAHASSEE FL 32308 JAMES BYERS SECRETARY 1.00 X X 0 0 0 LAURIE SALLARULO CHAIR 1.00 X X 0 0 0 DR MAVARA AGRAWAL VICE-CHAIR 1.00 X X 0 0 0 DOUG HILLIARD TREASURER 1.00 X X 0 0 0 LORI FAHEY DIRECTOR 1.00 X 0 0 0 BRENT MCNEAL DIRECTOR 1.00 X 0 0 0 TODD JENNINGS DIRECTOR 1.00 X 0 0 0 ALEXIS DOYLE PHD DIRECTOR 1.00 X 0 0 0 ALLISON CHASE PRESIDENT & CEO 50.00 X 114200 0 14979 JOSEPH D'SOUZA VP-EXTERNAL ENGAGEMENT 40.00 X 76825 0 10471 DONNA WRIGHT VP-DEVELOPMENT & MARKETING 40.00 X 0 0 0 GUENEVERE CRUM SENIOR VP 40.00 X 114826 0 10240 305851 0 35690 2 0 0 0 EMSI BURNING GLASS LLC 409 S JACKSON ST MOSCOS ID 83843 LABOR MRKT ANALYTICS 165000 1 549823 164270 714093 HSHT PROGRAM 900099 40500 40500 DEAM/DMD INCOME 900099 16000 16000 YOUTH LEADERSHIP TRAINING 900099 6605 6605 63105 928275 928275 1187510 229925 112100 957585 -112100 845485 845485 ADMINISTRATIVE FEES 900099 49281 49281 OTHER 900099 10410 10410 59691 2610649 73515 0 1823041 1131811 1131811 284104 128886 155218 336443 251538 84905 21999 21999 42208 27646 14562 96526 96526 35248 35248 191995 576 191419 432 432 36884 36884 9984 7371 2613 26562 1434 25128 77460 64369 13091 359 359 92754 3535 89219 722 722 30289 23020 7269 13239 13239 DATA ECONOMIC ANALYSIS 165000 165000 YOUNG PROFESSIONALS PRO 74084 74084 BAD DEBT EXPENSE 60000 60000 HIGH SCHOOL/HIGH TECH 42215 42215 38520 26630 11890 2808838 2008115 800723 0 2500 1383528 1565186 911157 821673 19078 23731 20379 0 267189 136036 120261 131153 26261281 21115183 101750 101950 28817434 23761376 49447 122856 823701 734217 0 74379 873148 931452 X 24423042 19950121 3521244 2879803 27944286 22829924 28817434 23761376 -198189 -4916173 0 X 0 1 X 0 0 X X 1 FL DEPT OF EDUC DIV OF VOCATIONAL REHABILITATION 593474751 6 1 2008115 0 1 2008115 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 35248 0 0 35248 0 PART II-B, LINE 1: DIRECT CONTACT WITH LEGISLATORS AND GOVERNMENT OFFICIALS TO MONITOR LEGISLATION THAT AFFECTS VOCATIONAL REHABILITATION: MAINTAINING THE ABLE TRUST PAST OCTOBER 2023 WHEN THE GOVERNING STATUTE IS SET TO REPEAL. 1 1 26674413 58612 -2656559 2595413 21481053 23334524 51344 5543172 2254627 26674413 21234168 362827 4162270 2424741 23334524 25310580 38393 -1807908 2306897 21234168 24929298 87124 1558158 154000 1110000 25310580 1.00000 0 0 113910 110489 3421 153279 25547 127732 131153 LEASE LIABILITY 74379 74379 X 836889 -957585 -816175 -1773760 2610649 0 2610649 5951251 112100 3030313 3142413 2808838 0 2808838 PART V, LINE 4: PERMANENT ENDOWMENTS RECEIVED FROM DONORS ARE INVESTED IN PERPETUITY WITH DISTRIBUTIONS DESIGNATED MOSTLY FOR THE ABLE TRUST'S GENERAL PURPOSES, WITH A FEW OF THE PERMANENT ENDOWMENT FUNDS DESIGNATED FOR HIGH SCHOOL/HIGH TECH PROGRAMS OR RELATED PROGRAMS. THE BOARD DESIGNATED ENDOWMENTS REPRESENT RESOURCES CONTRIBUTED BY THE FOUNDATION TO INCREASE INVESTMENT PRINCIPAL. PART X, LINE 2: THE FOUNDATION HAS FILED ALL REQUIRED TAX RETURNS IN ALL JURIDICTIONS IN WHICH IT OPERATES. TAX YEARS AFTER 2018 REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INTEREST -928,275. LOSS ON DISPOSAL OF ASSETS 112,100. PART XII, LINE 2D - OTHER ADJUSTMENTS: REALIZED GAINS -957,585. INTEREST -928,275. UNREALIZED LOSSES 4,916,173. 1 ABILITY 1ST 1823 BUFORD COURT TALLAHASSEE FL 32308 592091522 501(C)(3) 66000 0 VOCATIONAL PROGRAMS BEST BUDDIES INTERNATIONAL INC 105 E ROBINSON ST 540 ORLANDO FL 32801 521614576 501(C)(3) 50000 0 VOCATIONAL PROGRAMS BREVARD SCHOOLS FOUNDATION 2700 JUDGE FRAN JAMIESON WAY VIERA FL 329406699 592895155 501(C)(3) 22000 0 VOCATIONAL PROGRAMS CAREER SOURCE FLORIDA CROWN 1389 US HIGHWAY 90 W SUITE 170B LAKE CITY FL 32055 593531927 501(C)(3) 88000 0 VOCATIONAL PROGRAMS CENTER FOR IND LIV OF BROWARD 4800 N STATE ROAD 7 BLDG F SUITE 102 FT LAUDERDALE FL 33319 650292125 501(C)(3) 44000 0 VOCATIONAL PROGRAMS CENTER FOR IND LIVING N CENTRAL FL 222 SW 36TH TERRACE GAINESVILLE FL 32607 592177488 501(C)(3) 110000 0 VOCATIONAL PROGRAMS CHAUTAUQUA CHARTER SCHOOL 1118 MAGNOLIA AVE PANAMA CITY FL 32401 861145087 501(C)(3) 22000 0 VOCATIONAL PROGRAMS COLLIER COUNTY PUBLIC SCHOOLS 5775 OSCEOLA TR NAPLES FL 34109 596000557 GOVT 22000 0 VOCATIONAL PROGRAMS DYSLEXIA RESEARCH INSTITUTE 1934 STATE ROAD 30A PORT ST JOE FL 32456 591820902 501(C)(3) 22000 0 VOCATIONAL PROGRAMS EDUCATIONAL FOUNDATION OF LAKE COUNTY 2045 PRUITT ST LEESBURG FL 34748 592764174 501(C)(3) 22000 0 VOCATIONAL PROGRAMS EMBRACE FAMILIES FORMERLY COMMUNITY INIT 4001 PELEE STREET SUITE 200 ORLANDO FL 32817 010631375 501(C)(3) 22000 0 VOCATIONAL PROGRAMS FLAGLER COUNTY EDUCATION FOUNDATION 1769 E MOODY BLVD BLDG 2 BUNNELL FL 32110 593006312 501(C)(3) 22000 0 VOCATIONAL PROGRAMS FOUNDATION FOR ORANGE CO PUBLIC SCHOOLS 550 S EOLA AVE ORLANDO FL 32801 592788435 501(C)(3) 49500 0 VOCATIONAL PROGRAMS GOODWILL EASTER SEALS GULF (AL) 2440 GORDON SMITH DR MOBILE AL 366172319 630363472 501(C)(3) 44000 0 VOCATIONAL PROGRAMS GULFSTREAM GOODWILL INDUSTRIES INC 1715 TIFFANY DRIVE EAST WEST PALM BEACH FL 33407 591197040 501(C)(3) 22000 0 VOCATIONAL PROGRAMS HARDEE COUNTY SCHOOL DISTRICT 200 SOUTH FLORIDA AVE WAUCHULA FL 33873 596000631 GOVT 22000 0 VOCATIONAL PROGRAMS MACDONALD TRAINING CENTER 5420 W CYPRESS ST TAMPA FL 33607 590777827 501(C)(3) 83500 0 VOCATIONAL PROGRAMS MADISON COUNTY SCHOOL BOARD 210 NE DUVAL AVE MADISON FL 32340 596000721 GOVT 22000 0 VOCATIONAL PROGRAMS MIAMI LIGHTHOUSE FOR THE BLIND 601 SW 8TH AVENUE MIAMI FL 33130 590637847 501(C)(3) 44000 0 VOCATIONAL PROGRAMS NASSAU COUNTY SCHOOL DISTRICT 1201 ATLANTIC AVE FERNANDINA BEACH FL 32034 596000756 GOVT 22000 0 VOCATIONAL PROGRAMS POLK COUNTY PUBLIC SCHOOLS 1915 SOUTH FLORAL AVE BARTOW FL 33830 596000807 GOVT 22000 0 VOCATIONAL PROGRAMS SCHOOL DISTRICT OF DESOTO COUNTY 494 N MANATEE AVE ARCADIA FL 34266 596000580 GOVT 22000 0 VOCATIONAL PROGRAMS THE HAVEN 4405 DESOTO ROAD SARASOTA FL 34235 591305522 501(C)(3) 44000 0 VOCATIONAL PROGRAMS VOLUSIA COUNTY SCHOOL DISTRICT 1250 REED CANAL RD PORT ORANGE FL 32129 596000884 GOVT 22000 0 VOCATIONAL PROGRAMS ABILITIES INC OF FLORIDA DBA SERVICESOURCE 2735 WHITNEY ROAD CLEARWATER FL 337601610 590874493 501(C)(3) 66000 0 VOCATIONAL PROGRAMS EMERALD COAST CHILDREN'S ADVOCACY CENTER PO BOX 1237 NICEVILLE FL 32588 593454168 501(C)(3) 27467 0 VOCATIONAL PROGRAMS THE ARC OF JACKSONVILLE 1050 NORTH DAVIS ST JACKSONVILLE FL 32209 596209603 501(C)(3) 66000 0 VOCATIONAL PROGRAMS 27 PART I, LINE 2: ALL GRANTS ARE MADE VIA CONTRACTS THAT REQUIRE REGULAR REPORTING - 2 OR 3 TIMES PER YEAR, DEPENDING ON THE TERMS OF THE CONTRACT. THE FOUNDATION'S STAFF REVIEWS PERIODIC REPORTS FROM GRANTEES TO DETERMINE IF CONTRACT DELIVERABLES ARE BEING MET. SITE VISITS ARE ALSO CONDUCTED TO ASSESS HOW GRANTEES ARE MEETING DELIVERABLES. X X X 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE INVESTMENT, PROCUREMENT, TRAVEL AND GRANT POLICIES WERE UPDATED. A SPENDING POLICY WAS ADOPTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE ORGANIZATION'S MANAGEMENT REVIEWS THE FORM 990 AND ACCOMPANYING SCHEDULES. ALL QUESTIONS AND ISSUES ARE RESOLVED WITH THE INDEPENDENT ACCOUNTING FIRM PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE CENTER. FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AND THEN SENT TO THE FULL BOARD FOR REVIEW AND VOTE. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MONITORS THE POLICY ANNUALLY AND PERIODICALLY AS IS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE BASE SALARY AND ANNUAL INCENTIVE OPPORTUNITIES OF THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC. SOME DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND THE REMAINDER ARE AVAILABLE UPON REQUEST. REGULATION SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTION TAXPAYER NAME: THE FLORIDA ENDOWMENT FOUNDATION FOR VOCATIONAL REHABILITATION, INC. TAXPAYER ADDRESS: 3320 THOMASVILE RD., STE 200, TALLAHASSEE, FL 32308 TAXPAYER ID NUMBER: 59-3052307 YEAR-END: 06/30/2022 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION. THE ABLE CHARITABLE FOUNDATION INC 8177 BLUE QUILL TRAIL TALLAHASSEE FL 32312 821822879 CHARITABLE FL 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0