2022-08-15T07:32:39-05:00 2021-09-30 941254756 HOOD & STRONG LLP 275 BATTERY STREET STE 900 SAN FRANCISCO CA 94111 990 2020-10-01 941415317 LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED LIGH 4154311481 1155 MARKET STREET 10TH FLOOR SAN FRANCISCO CA 94103 BRYAN BASHIN CEO 4154311481 2022-08-14 1 BRYAN BASHIN 999009999 MAGA E KISRIEV P01008919 4157810793 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z BRYAN BASHIN 1155 MARKET STREET 10TH FLOOR SAN FRANCISCO CA 94103 54651703 0 X WWW.LIGHTHOUSE-SF.ORG X 1958 CA PROMOTING THE EQUALITY AND SELF-RELIANCE OF PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED. 19 19 146 384 39640 0 3258221 2985923 482960 569844 4450530 17090725 3666915 2410804 11858626 23057296 0 58657 0 0 8999057 9208490 0 0 1132677 5083207 6237472 14082264 15504619 -2223638 7552677 193451736 222651158 36303059 38266960 157148677 184384198 X THE LIGHTHOUSE PROMOTES THE EQUALITY AND SELF-RELIANCE OF PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED THROUGH BLINDNESS SKILLS TRAINING, EMPLOYMENT PROGRAMS, ENCHANTED HILLS CAMP AND OTHER SERVICES. 0 0 4991612 0 0 REHABILITATION SERVICES:- BLINDNESS SKILLS PROVIDES INSTRUCTION TO PEOPLE WHO ARE NEW TO BLINDNESS OR LOW VISION TO HELP THEM LEARN TO USE A WHITE CANE FOR MOBILITY, READ BRAILLE, UTILIZE ACCESSIBLE TECHNOLOGY AND ACQUIRE ADAPTIVE METHODS FOR COOKING AND DAILY LIVING.- THE LIGHTHOUSE'S EMPLOYMENT IMMERSION PROGRAM IS OUR JOB TRAINING PROGRAM SPECIFICALLY DESIGNED FOR BLIND AND VISUALLY IMPAIRED JOBSEEKERS IN THE BAY AREA. OUR GRADUATES HAVE THE SKILLS TO FIND JOBS, STARTING THEM ON A PATH OF SELF-RELIANCE AND LIFE FULFILMENT.- ENCHANTED HILLS CAMP FOR THE BLIND IN NAPA IS ONE OF THE WEST'S ONLY CAMPS FOR BLIND, VISUALLY IMPAIRED, DEAF-BLIND AND MULTI-DISABLED YOUTH, ADULTS AND SENIORS. ENCHANTED HILLS CAMP IS A PLACE FOR BLIND CAMPERS TO EXPLORE AND CREATE, GAIN COURAGE, TRY NEW THINGS AND MAKE LIFELONG FRIENDS.- DEAF-BLIND SERVICES INCLUDE A COMMUNICATIONS EQUIPMENT AND TRAINING PROGRAM THAT IS OPEN TO DEAF-BLIND INDIVIDUALS THROUGHOUT THE STATE. WE ALSO HOST A SPECIAL ENCHANTED HILLS CAMP SESSION SPECIFICALLY FOR THE DEAF-BLIND.THE PROGRAM SERVED 948 INDIVIDUALS AND DELIVERED 16,387 HOURS OF PROGRAM SERVICES. LHI BLIND AND VISUALLY IMPAIRED STAFF PRODUCED 89,228 UNITS OF TISSUE AND CLEANING PRODUCTS. 4201289 0 0 COMMUNITY & INFORMATION:COMMUNITY SERVICES OFFERS SOCIAL, HEALTH PROMOTION AND EDUCATIONAL CLASSES FOR THE BLIND. SOME OF THE OPPORTUNITIES INCLUDE, YOGA, DANCE, A BOOK CLUB, AND MANY OTHER PROGRAMS. CULTURAL, ARTISTIC AND FITNESS PROGRAMS BRING PEOPLE TOGETHER FOR SOCIAL ENGAGEMENT AND TO BUILD A COMMUNITY OF LOW VISION AND BLIND PEOPLE. THE PROGRAM SERVED 999 INDIVIDUALS AND DELIVERED 19,113 HOURS OF PROGRAM SERVICES. 1897817 58657 2973189 LIGHTHOUSE ENTERPRISES:- LIGHTHOUSE OPERATES ADAPTATIONS, A BRICK-AND-MORTAR STORE SELLING BLIND ADAPTIVE TECHNOLOGIES AND TOOLS, SUCH AS WHITE CANES, GUIDE DOG SUPPLIES, MAGNIFIERS, TALKING WATCHES AND OTHER ITEMS.- LIGHTHOUSE INDUSTRIES PROVIDES DIRECT EMPLOYMENT AT THE SIRKIN LIGHTHOUSE, OUR LIGHT MANUFACTURING PLANT IN ALAMEDA. 75% OF ALL DIRECT LABOR IS PERFORMED BY BLIND OR VISUALLY IMPAIRED EMPLOYEES. 11090718 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 36 0 1 146 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MICHELLE KNAPIK 4154311481 1155 MARKET STREET 10TH FLOOR SAN FRANCISCO CA 94103 SHARON Z SACKS PHD CHAIR 1.00 0.00 X X 0 0 0 JENNISON ASUNCION FIRST VICE CHAIR 1.00 0.00 X X 0 0 0 LUCIANA PROFACA PHD FIRST VICE CHAIR 1.00 0.00 X X 0 0 0 LAURA ALLEN SECOND VICE CHAIR 1.00 0.00 X X 0 0 0 JOSEPH CHAN TREASURER 1.00 1.00 X X 0 0 0 GEOFFREY MURRY SECRETARY 1.00 1.00 X X 0 0 0 CHRIS DOWNEY IMMEDIATE PAST CHAIR 1.00 0.00 X 0 0 0 MICHAEL DELLAR BOARD MEMBER 1.00 0.00 X 0 0 0 CHANCEY FLEET BOARD MEMBER 1.00 0.00 X 0 0 0 DANA HOOPER BOARD MEMBER 1.00 1.00 X 0 0 0 ERIC MAH BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL NUNEZ ESQ BOARD MEMBER 1.00 0.00 X 0 0 0 DR JULIUS OATTS BOARD MEMBER 1.00 0.00 X 0 0 0 YUE-TING SIU TVI PHD BOARD MEMBER 1.00 0.00 X 0 0 0 AHMET USTUNEL BOARD MEMBER (THRU FEB 2021) 1.00 0.00 X 0 0 0 JANETTE BARRIOS BOARD MEMBER 1.00 0.00 X 0 0 0 JANET COHEN BOARD MEMBER 1.00 0.00 X 0 0 0 JOHNNU DADLANI BOARD MEMBER 1.00 0.00 X 0 0 0 DENISE OLAGUE BOARD MEMBER 1.00 0.00 X 0 0 0 KATHRYN WEBSTER BOARD MEMBER 1.00 0.00 X 0 0 0 BRYAN BASHIN CEO 37.50 0.00 X 278424 0 77150 ALAN HENCKY DIRECTOR OF FINANCE 37.50 0.00 X 145928 0 55678 W BRANDON COX SR. DIRECTOR, OPERATIONS 37.50 0.00 X 236884 0 16333 SCOTT BLANKS SR. DIRECTOR, PROGRAMS 37.50 0.00 X 169661 0 35032 ALFRED AHLM PRODUCT MANAGER 37.50 0.00 X 177695 0 39766 LEE KUMUTAT DIRECTOR, COMMUNICATIONS 37.50 0.00 X 144095 0 11380 IRIS FENG CONTROLLER 37.50 0.00 X 137017 0 46467 JENNIFER SACHS DIRECTOR OF DEVELOPMENT 37.50 0.00 X 136413 0 46186 KATHLEEN ABRAHAMSON DIRECTOR OF REHABILITATION SERVICES 37.50 0.00 X 122790 0 28154 1548907 0 356146 14 0 1 0 EAMES CONSTRUCTION INC 317 1ST ST 107 PETALUMA CA 94952 CONSTRUCTION 1374118 WL BUTLER 1629 MAIN ST REDWOOD CITY CA 94063 CONSTRUCTION 866589 PERKINS & WILL INC PO BOX 71181 CHICAGO IL 60694 CONSTRUCTION 698460 TIM GREGORY CONSTRUCTION PO BOX 5995 MARYSVILLE CA 95901 CONSTRUCTION 446937 POUND MANAGEMENT INC 5800 COLBY ST OAKLAND CA 94618 CONSTRUCTION MANAGEMENT 241783 9 1596696 1389227 46392 2985923 CLIENT SERVICE FEES 812900 569844 569844 569844 2475955 39640 2436315 102124 94665 7459 7459 7459 35115147 9071115 24872867 4698625 10242280 4372490 14614770 14614770 3981174 1928250 2052924 2052924 JANITORIAL COST REIMB. 900099 338578 338578 INSUR. SETTLEMENT 900099 3709 3709 TAX REFUND 900099 2099 2099 6035 6035 350421 23057296 2973189 39640 17058544 19330 19330 39327 39327 958341 335480 495418 127443 6087091 4687201 998781 401109 291824 217783 53324 20717 1277757 972172 243043 62542 593477 394064 167962 31451 218240 159308 38020 20912 102729 82457 19089 1183 47993 47993 1072000 483053 439421 149526 11074 11074 207391 201986 4619 786 361054 152716 179887 28451 757529 666318 73739 17472 8716 6458 2258 414567 306231 73232 35104 827466 554303 134152 139011 737063 676466 52993 7604 PROGRAM COSTS 897978 801357 90045 6576 BUILDING ASSOC FEES 407159 241202 127061 38896 STAFF TRAINING, TRANSPO 64555 24452 24191 15912 SHIPPING 15507 8144 878 6485 86451 60910 15118 10423 15504619 11090718 3281224 1132677 39091 1514469 514822 657135 976092 1466874 11630500 11630500 661251 1010052 132840 674688 34312019 4691462 26039483 29620557 128689805 151623925 24556732 23076688 178200 156600 32920 1219670 193451736 222651158 1960276 3193715 304407 229245 32404000 31494000 1030000 3350000 604376 0 36303059 38266960 X 156702562 183972556 446115 411642 157148677 184384198 193451736 222651158 7552677 19682844 0 X 0 1 X 1 1 1 X 3078921 4131897 3812345 3258221 2985923 17267307 3078921 4131897 3812345 3258221 2985923 17267307 17267307 3294861 4385548 9390257 3381632 2538439 22990737 0 4293 2122 2696 2240 11351 40269395 25276039 0.42880 0.43470 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2016 AMOUNT: $ 4,293. 2017 AMOUNT: $ 2,122. 2018 AMOUNT: $ 2,696. 2019 AMOUNT: $ 2,240. 2020 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2504172 2504172 18664841 1405649 17259192 341951 139503 202448 4239845 2788959 1450886 8561210 357351 8203859 29620557 INVESTMENT IN REAL ESTATE 22962332 F EQUITY INVESTMENT IN ACCESSIBLE INC 114356 F 23076688 X PART X, LINE 2: THE LIGHTHOUSE IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE (IRC) 501(C)(3) AND THE APPLICABLE CALIFORNIA TAX CODE. MANAGEMENT EVALUATED THE LIGHTHOUSE'S TAX POSITIONS AND CONCLUDED THAT THE LIGHTHOUSE HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 14535 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 5477 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 19315 0 0 0 0 0 0 39327 0 39327 PRIZE DESIGNED TO SUPPORT THE GROWTH OF ADVENTUROUS SPIRITS, ENTREPRENEURSHIP AND LEADERSHIP WITHIN THE BLIND COMMUNITY SUB-SAHARAN AFRICA 1 14535 WIRE PRIZE DESIGNED TO SUPPORT THE GROWTH OF ADVENTUROUS SPIRITS, ENTREPRENEURSHIP AND LEADERSHIP WITHIN THE BLIND COMMUNITY EAST ASIA AND THE PACIFIC 1 5477 WIRE PRIZE DESIGNED TO SUPPORT THE GROWTH OF ADVENTUROUS SPIRITS, ENTREPRENEURSHIP AND LEADERSHIP WITHIN THE BLIND COMMUNITY SOUTH ASIA 1 19315 WIRE 0 0 0 0 0 0 PART I, LINE 2: HOLMAN PRIZE RECIPIENTS SUBMIT RECEIPTS FOR EXPENSES RELATED TO THEIR AWARDED PROJECT TO THEIR LIGHTHOUSE PROJECT MANAGER. THE LIGHTHOUSE PROJECT MANAGER REVIEWS THE RECEIPTS TO DETERMINE ALIGNMENT WITH THE AWARDED PROJECT. LIGHTHOUSE PROJECT MANAGER'S SUPERVISOR REVIEWS AND APPROVES THE RECEIPTS PRIOR TO APPROVING AND SUBMITTING FOR REIMBURSEMENT. PART III ACCOUNTING METHOD: 1 PRIZE DESIGNED TO SUPPORT THE GROWTH OF ADVENTUROUS SPIRITS, ENTREPRENEURSHIP AND LEADERSHIP WITHIN THE BLIND COMMUNITY 1 19330 PART I, LINE 2: HOLMAN PRIZE RECIPIENTS SUBMIT RECEIPTS FOR EXPENSES RELATED TO THEIR AWARDED PROJECT TO THEIR LIGHTHOUSE PROJECT MANAGER. THE LIGHTHOUSE PROJECT MANAGER REVIEWS THE RECEIPTS TO DETERMINE ALIGNMENT WITH THE AWARDED PROJECT. LIGHTHOUSE PROJECT MANAGER'S SUPERVISOR REVIEWS AND APPROVES THE RECEIPTS PRIOR TO APPROVING AND SUBMITTING FOR REIMBURSEMENT. X X X X 0 0 0 0 0 0 0 1 0 BRYAN BASHIN CEO 250590 0 19500 0 8334 0 45500 0 31650 0 355574 0 0 0 W BRANDON COX SR. DIRECTOR, OPERATIONS 196128 0 40000 0 756 0 14271 0 2062 0 253217 0 0 0 ALFRED AHLM PRODUCT MANAGER 96614 0 77135 0 3946 0 15532 0 24234 0 217461 0 0 0 SCOTT BLANKS SR. DIRECTOR, PROGRAMS 169661 0 0 0 0 0 12000 0 23032 0 204693 0 0 0 ALAN HENCKY DIRECTOR OF FINANCE 140384 0 0 0 5544 0 9054 0 46624 0 201606 0 0 0 IRIS FENG CONTROLLER 134090 0 1000 0 1927 0 26000 0 20467 0 183484 0 0 0 JENNIFER SACHS DIRECTOR OF DEVELOPMENT 135153 0 0 0 1260 0 19000 0 27186 0 182599 0 0 0 LEE KUMUTAT DIRECTOR, COMMUNICATIONS 117625 0 10000 0 16470 0 0 0 11380 0 155475 0 0 0 KATHLEEN ABRAHAMSON DIRECTOR OF REHABILITATION SERVICES 122790 0 0 0 0 0 7707 0 20447 0 150944 0 0 0 PART I, LINE 7 CEO BONUSES ARE DETERMINED BY THE EXECUTIVE COMMITTEE WITH A RECOMMENDATION TO THE BOARD. THE BONUSES ARE BASED ON PERFORMANCE, I.E. ATTAINMENT OF KEY PERFORMANCE INDICATORS, AN EVALUATION CHECKLIST, AND THE CEO'S SELF-EVALUATION. X 4 46392 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE ORGANIZATION USES CHARITABLE ADULT RIDES & SERVICES (CARS) TO CONDUCT ITS VEHICLE DONATION PROGRAM. CARS PICKS UP THE CAR AND PROCESS THE DMV PAPERWORK TO ARRANGE FOR ITS SALE. THE ORGANIZATION RECEIVES ROUGHLY 80% OF THE PROCEEDS AFTER EXPENSES INCURRED TO READY THE VEHICLE FOR SALE AND 20% GOES TO CARS. FORM 990, PART I, LINE 6: 10,021 VOLUNTEER HOURS WERE PROVIDED TO THE ORGANIZATION DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE CFO CONDUCTED DETAILED REVIEW OF THE RETURN, THE FULL BOARD WAS PROVIDED A COMPLETE COPY OF THE FORM 990 TO REVIEW AND PROVIDE FEEDBACK TO FINANCE DIRECTOR IF THEY HAD ANY ISSUES. THEY WERE GIVEN AT LEAST A WEEK TO REVIEW THE DOCUMENT AND PROVIDE FEEDBACK. FORM 990, PART VI, SECTION B, LINE 12C THE LIGHTHOUSE MAINTAINS A CONFLICT OF INTEREST POLICY THAT IS REVIEWED AND SIGNED ANNUALLY BY ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES TO ENSURE THEIR ONGOING FAMILIARITY WITH AND COMPLIANCE-MONITORING OF THE POLICY. AS PART OF THIS REVIEW PROCESS, AS INDICATED IN THE POLICY, THE BOARD WILL CONSIDER THE LEVEL OF COMPLIANCE WITH THE POLICY, THE CONTINUING SUSTAINABILITY OF THE POLICY, AND WHETHER THE POLICY SHOULD BE MODIFIED AND IMPROVED. THE POLICY STIPULATES THAT ANY INSIDER OR EMPLOYEE HAS A DUTY TO DISCLOSE A PROPOSED TRANSACTION WITH THE LIGHTHOUSE TO THE BOARD CHAIR. UPON DISCLOSURE, AS INDICATED BY THE POLICY, THE BOARD CHAIR CONVENES AN EXECUTIVE COMMITTEE MEETING TO REVIEW MATERIAL FACTS ABOUT THE TRANSACTION AND COMPARE THESE FACTS AGAINST THE POLICY TO DETERMINE ANY POTENTIAL CONFLICTS. ARTICLE IV OF THE POLICY DETAILS THE PROPER PROCEDURE IF A TRANSACTION IS DETERMINED TO BE A CONFLICT OF INTEREST. IN THE CASE OF AN INSIDER WHO IS A DIRECTOR, THE DIRECTOR SHALL NOT VOTE ON ANY TRANSACTION IN WHICH THE DIRECTOR HAS AN INTEREST, AND THE REMAINING BOARD MEMBERS SHALL DECIDE THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIR BRINGS ANNUAL RECOMMENDATION ON CEO COMPENSATION TO THE BOARD'S EXECUTIVE COMMITTEE FOR REVIEW & APPROVAL. CFO'S COMPENSATION PACKAGE PREPARED BY CEO OR DESIGNEE & BROUGHT TO BOARD'S EXECUTIVE COMMITTEE FOR REVIEW & APPROVAL. SALARY AND COMPENSATION PACKAGE INCREASES ARE BASED ON MARKET REVIEW OF SALARIES AND COMPENSATION FOR SIMILAR POSITIONS ACROSS COMPARABLE AGENCIES AND ORGANIZATIONS AS NEGOTIATED AND AGREED BETWEEN CEO AND THE BOARD AND BY PERFORMANCE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). THE LIGHTHOUSE MEMBER LLC 1155 MARKET STREET 10TH FLOOR SAN FRANCISCO CA 94103 475610786 REAL PROPERTY RENTAL CA 122138 66905259 LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED 1155 MARKET QALICB 1155 MARKET STREET 10TH FLOOR SAN FRANCISCO CA 94103 475284974 SUPPORT LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED CA 501(C)(3) LINE 12C, III-FI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED 1 BLIND HOLDINGS LLC 235 MONTGOMERY STREET SUITE 1202 SAN FRANCISCO CA 94104 475469685 REAL PROPERTY RENTAL DE THE LIGHTHOUSE MEMBER LLC EXCLUDED FROM TAX 122138 66905259 0 39640 1 0.90000 THE LIGHTHOUSE BUILDING LLC 235 MONTGOMERY STREET SUITE 1202 SAN FRANCISCO CA 94104 475482683 REAL PROPERTY RENTAL DE BLIND HOLDINGS LLC EXCLUDED FROM TAX 122138 66905259 0 39640 1 0.90000 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1155 MARKET QALICB K 187000 PER LEASE AGREEMENT BLIND HOLDINGS LLC S 1341000 FMV