2020-04-15T08:01:34-05:00 2019-09-30 410746749 CLIFTONLARSONALLEN LLP 402 SOUTH KENTUCKY AVENUE SUITE 600 LAKELAND FL 338015354 990 2018-10-01 590812958 ALLIANCE FOR INDEPENDENCE INC ALLI 8636653846 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 KATIE DAUGHTREY TINSLEY PRESIDENT & CEO 8636653846 2020-04-13 1 LAUREN BALLARD CPA P01451787 8636805600 2020-02-17 67.137.57.251 2020-04-13 10:11:32 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 719E7CDDACB6E07C223B30F026158B37A0449F7B 2018 2020-11-06 18:47:13Z KATIE DAUGHTREY TINSLEY 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 1826226 0 X WWW.AFI-FL.ORG X 1954 FL OFFERING INDIVIDUALS WITH DISABILITIES AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH 20 20 99 261 0 0 752254 747462 1139055 924969 1336 4104 -41985 9982 1850660 1686517 0 0 0 0 1111983 950273 0 0 27604 551010 429447 1662993 1379720 187667 306797 590401 845841 120516 68399 469885 777442 OFFERING INDIVIDUALS WITH DISABILITIES THE AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH AND ACHIEVEMENT THROUGH AWARENESS, EDUCATION, COMMUNITY RESOURCES, AND PERSONAL RELATIONSHIPS. 0 0 972923 853644 ADULT DAY TRAINING:PROVIDES INDEPENDENT LIVING SKILLS AND VOCATIONAL TRAINING. SKILLS TRAINING FOCUSES ON BUILDING AN INDIVIDUAL'S PERSONAL INDEPENDENCE SKILLS THAT WILL ULTIMATELY ALLOW THEM TO INTEGRATE INTO THE COMMUNITY. A WIDE RANGE OF SKILLS SUCH AS COMMUNITY ADJUSTMENT, HOME MANAGEMENT, FUNCTIONAL ACADEMICS AND SOCIAL, HEALTH AND SAFETY SKILLS ARE TAUGHT ON A DAILY BASIS. INDIVIDUALS PARTICIPATING IN THIS TRAINING ARE ENCOURAGED TO LEARN AND PRACTICE APPROPRIATE SOCIAL BEHAVIORS AND SELF-DETERMINATION. SERVING APPROXIMATELY 90 ADULTS, 241 DAYS PER YEAR, MONDAY THROUGH FRIDAY. 119092 71325 GROUP HOMES:PROVIDES RESIDENTIAL LIVING SERVICES FOR BOTH MALE AND FEMALE ADULT RESIDENTS. THE STAFF OF EACH RESIDENCE PROVIDES A STRUCTURED FAMILY ATMOSPHERE WHICH IS DEDICATED TO TEACHING ALL AREAS OF DAILY LIVING INCLUDING SHOPPING, MENU PLANNING, MEAL PREPARATION, SAFETY SKILLS, AND BANKING SKILLS. RESIDENTIAL HABILITATION IS AN INDIVIDUAL SKILLS TRAINING PROGRAM DEVELOPED TO ASSIST RESIDENTS IN ACQUIRING THE COMPETENCE NEEDED TO LIVE IN THE COMMUNITY AS INDEPENDENTLY AS POSSIBLE. SERVICES AND SUPPORT ARE AVAILABLE 24 HOURS PER DAY, 365 DAYS PER YEAR. ALL INDIVIDUALS ATTEND A VOCATIONAL/DAY ACTIVITY PROGRAM. THE GROUP HOME WAS CLOSED AS OF FEBRUARY 8, 2019. 77661 MAINTENANCE:2 FULL-TIME STAFF WHO MAINTAIN THE BUILDINGS AND GROUNDS FOR AFI INCLUDING ADMINISTRATIVE BUILDING, SKILLS-A & SKILLS-B, AND THE GROUP HOME. 1169676 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 99 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 1 0 0 FL X KATIE DAUGHTREY TINSLEY 8636653846 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 NEAL L O'TOOLE CHAIR 2.00 X X 0 0 0 BART ROSS CHAIR ELECT 2.00 X X 0 0 0 DAVID HOUSTON TREASURER 2.00 X X 0 0 0 ANDREW M HERNAN SECRETARY 2.00 X X 0 0 0 JENNIFER ADAMS BOARD MEMBER 1.00 X 0 0 0 JORDAN BARNES BOARD MEMBER 1.00 X 0 0 0 MERCEDES I GUZMAN BOARD MEMBER 1.00 X 0 0 0 JULIA KINCART BOARD MEMBER 1.00 X 0 0 0 HOLLY KELLEY BOARD MEMBER 1.00 X 0 0 0 SHERRIE LONG BOARD MEMBER 1.00 X 0 0 0 PHIL LOSCH BOARD MEMBER 1.00 X 0 0 0 MELODIE LOPEZ BOARD MEMBER 1.00 X 0 0 0 ANSLEY MARTIN BOARD MEMBER 1.00 X 0 0 0 JAMES L PREVITE BOARD MEMBER 1.00 X 0 0 0 LAURIE REED BOARD MEMBER 1.00 X 0 0 0 CHERYL REYNOLDS BOARD MEMBER 1.00 X 0 0 0 SENA E SCHIRM BOARD MEMBER 1.00 X 0 0 0 SCOTT R SLOMAN BOARD MEMBER 1.00 X 0 0 0 KIMBERLY E VOTERY BOARD MEMBER 1.00 X 0 0 0 WILLIAM H WHEELER BOARD MEMBER 1.00 X 0 0 0 KATHERINE TINSLEY PRESIDENT/CEO 50.00 X 90002 0 831 90002 0 831 0 0 0 0 0 170492 576970 103052 747462 ADULT DAY TRAINING 624310 853644 853644 GROUP HOMES 624310 71325 71325 924969 3989 3989 700 585 115 115 115 96180 170492 132077 -35897 -35897 10855 7047 3808 3808 INSURANCE SETTLEMENT 900099 30000 30000 MISCELLANEOUS INCOME 624310 12071 12071 42071 1686517 924969 0 14086 92771 80082 10786 1903 746649 644522 86808 15319 14987 10672 3668 647 32424 25017 6296 1111 63442 51795 9900 1747 15550 14354 1196 553 553 2688 1466 1222 5446 359 5087 51535 40566 10527 442 100954 87320 12063 1571 55176 44583 9227 1366 2432 1992 440 5 5 64500 62509 1991 32786 9470 19818 3498 ADULT DAY TRAINING 63270 62621 649 GROUP HOMES 14444 14444 MEMBERSHIP DUES 5821 5651 170 LICENSES AND TAXES 1237 851 386 13050 11397 1653 1379720 1169676 182440 27604 1852 3138 130222 344767 7772 13026 107002 62803 139 1987995 1640492 270855 347503 67785 69899 4316 4316 597 250 590401 845841 120516 68399 120516 68399 X 422327 673185 47558 104257 469885 777442 590401 845841 306797 760 0 X 0 1 X 1 0 X 492079 865594 626904 752254 747462 3484293 492079 865594 626904 752254 747462 3484293 613046 2871247 1124 770 1136 1336 3989 8355 3926 826 3218 9979 42071 60020 3552668 5145871 0.80820 0.81060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2014 AMOUNT: $ 3,926. 2015 AMOUNT: $ 826. 2016 AMOUNT: $ 3,218. 2017 AMOUNT: $ 9,979. 2018 AMOUNT: $ 42,071. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56840 56840 1178476 1115441 63035 26753 20119 6634 725926 504932 220994 347503 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 69899 F 69899 X 1735530 760 13964 34289 49013 1686517 0 1686517 1427973 13964 34289 48253 1379720 0 1379720 PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE STANDARD FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT COSTS 27,242. SNACK BAR COSTS OF GOODS SOLD 7,047. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT COSTS 27,242. SNACK BAR COSTS OF GOODS SOLD 7,047. WINE FESTIVAL 187432 117300 70132 1182 6726 66752 1000 20279 DINNER 79240 53192 26048 16620 6153 10858 2507 266672 170492 96180 17802 12879 77610 1000 22786 132077 -35897 X EVENT FOOD AND BEVERAGE 67 66500 FMV X PROGRAM SUPPLIES 16 18150 FMV X AUCTION ITEMS 102 17802 DONOR VALUE X GIFT GARDS 1 600 CASH VALUE 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THERE SHALL BE A BOARD OPERATIONS COMMITTEE WHICH SHALL MEET AT THE REQUEST OF THE CHAIRPERSON OF THE BOARD OF DIRECTORS OR AT THE REQUEST OF THE MAJORITY OF THE BOARD OPERATIONS COMMITTEE. THE BOARD OPERATIONS COMMITTEE, WHICH SHALL BE COMPOSED OF THE CHAIR OF THE BOARD OF DIRECTORS, THE CHAIR OF THE PLANNING AND PROGRAM DEVELOPMENT COMMITTEE, THE CHAIR OF THE PERFORMANCE OVERSIGHT MONITORING COMMITTEE, THE CHAIR OF THE EXTERNAL RELATIONS AND RESOURCE DEVELOPMENT COMMITTEE, THE CHAIR OF THE AUDIT COMMITTEE AND THE PRESIDENT OF ALLIANCE. THE BOARD OPERATIONS COMMITTEE SHALL EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. ALL ACTIONS OR PROCEEDINGS OF THE BOARD OPERATIONS COMMITTEE SHALL BE REPORTED IN WRITING TO THE BOARD OF DIRECTORS ON A REGULAR BASIS AND AT THE BOARD OF DIRECTORS NEXT REGULAR MEETING. MINUTES OF THE BOARD OPERATIONS COMMITTEE MEETINGS SHALL BE KEPT BY THE DESIGNATED RECORDING SECRETARY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON DATA SUPPLIED BY THE ORGANIZATION. ONCE A REVIEW IS PERFORMED BY MANAGEMENT OF THE ORGANIZATION, THE FORM 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR THEIR FINAL REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 15A THE PERFORMANCE COMMITTEE AND THE OPERATIONS COMMITTEE REVIEW THE PERFORMANCE OF THE CEO AS WELL AS SEVERAL SALARY SURVEYS TO RECOMMEND THE CEO COMPENSATION TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE CEO. ALL DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MEETING MINTUES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.