2020-11-16T14:37:38-06:00 2019-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2019-01-01 412261668 OUTSIDE THE BOX INC OUTS 3172536658 3940 EAST 56TH STREET INDIANAPOLIS IN 46220 MATT FULTZ EXECUTIVE DIRECTOR 3173960683 2020-11-09 1 CASSE TATE P01271193 3175802000 2020-11-09 64.132.79.18 2020-11-09 08:36:51 ES P 8742F3985EA151063956B046DE4E005049B9C75C 0596F46C4D5B385240A969DE9156AAB89ED55E3B 2019 2021-01-29 14:40:06Z BARB FLEMING 3940 EAST 56TH STREET INDIANAPOLIS IN 46220 2145886 0 X WWW.OTBONLINE.ORG X 2008 IN TO EMPOWER PEOPLE WITH DISABILITIES TO BE LEADERS IN THEIR LIVES AND CREATE MEANINGFUL DAYS 13 13 87 75 0 0 457794 356532 1810294 1741463 0 0 -37509 -31342 2230579 2066653 0 0 0 0 1585509 1574613 0 0 72018 506716 496636 2092225 2071249 138354 -4596 500088 508704 50331 63543 449757 445161 X TO EMPOWER PEOPLE WITH DISABILITIES TO BE LEADERS IN THEIR LIVES AND CREATE MEANINGFUL DAYS 0 0 1427159 1741227 OUTSIDE THE BOX, INC WORKS WITH INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES THAT DO NOT FIT INTO MODELS CURRENTLY OFFERED BY AREA PROVIDERS. OUR PERSON-CENTERED SERVICES INCLUDE LIFE SKILLS TRAINING, COPING SKILLS TRAINING, SELF-DISCOVERY AND CAREER PLANNING, SKILL ASSESSMENT AND DEVELOPMENT, COMMUNITY INCLUSION, PREVOCATIONAL TRAINING AND JOB DEVELOPMENT/EMPLOYMENT SUPPORT. INDIVIDUALS IN OUR PROGRAM ENJOY A VERY SMALL PARTICIPANT TO STAFF RATIO, INCLUDING GROUP AND INDIVIDUAL ACTIVITIES. WHILE CAREER EXPLORATION AND ASSESSMENT BEGIN AT THE ONSET OF THE PROGRAM, INDIVIDUALS ALSO WORK THROUGH A STRUCTURED CURRICULUM INCLUDING SUCH TOPICS AS COMMUNICATION, ATTENDANCE/PUNCTUALITY, CHARACTER AND DEPENDABILITY, FINANCE, MARKETING, AND SKILLS BUILDING PARTICULAR TO THE INDIVIDUAL'S CHOSEN CAREER. INDIVIDUALS MEET WITH CAREER SUPPORT PROFESSIONALS FOR INDIVIDUAL GUIDANCE/COUNSELING ON A WEEKLY BASIS. ONCE PREPARED TO BEGIN WORKING, PARTICIPANTS BENEFIT FROM JOB DEVELOPMENT, PLACEMENT, AND FOLLOW ALONG SERVICES WHICH ARE TAILORED TO THEIR SPECIFIC NEEDS. EMPLOYMENT STAFF INCLUDE CAREER DEVELOPMENT SPECIALISTS, FOCUSING ON JOB DEVELOPMENT AND BUILDING COMMUNITY RELATIONSHIPS, AND CAREER SUPPORT SPECIALISTS, WHO PLACE MORE OF AN EMPHASIS ON SUPPORTING INDIVIDUAL JOB SEARCHES, JOB SEEKING SKILLS, PLACEMENT, AND FOLLOW ALONG SERVICES BY PROVIDING THESE CUSTOMIZED PERSONAL SERVICES TO THESE INDIVIDUALS. IT IS OUR PHILOSOPHY THAT THEY CAN BE SUCCESSFUL IN CREATING A MORE MEANINGFUL LIFE AND CAREER FOR THEMSELVES. 1427159 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 87 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 IN X ELIZABETH MALATERRE 3146074042 1074 SHALE DR FORTVILLE IN 46040 BARB FLEMING PRESIDENT 1.00 X X 0 0 0 SARA ROBERTSON VP/SECRETARY 1.00 X X 0 0 0 VALERIE BRENNAN TREASURER 1.00 X X 0 0 0 ANDI COHEN BOARD MEMBER 1.00 X 0 0 0 JENNIFER SIMON BOARD MEMBER 1.00 X 0 0 0 JENNIFER LANGE BOARD MEMBER 1.00 X 0 0 0 KELLY HARTMAN BOARD MEMBER 1.00 X 0 0 0 DICK RHOAD BOARD MEMBER 1.00 X 0 0 0 KATHLEEN KIMBALL BOARD MEMBER 1.00 X 0 0 0 MARTY POST BOARD MEMBER 1.00 X 0 0 0 RHONDOL TRANBERG BOARD MEMBER 1.00 X 0 0 0 TRENT BARNES BOARD MEMBER 1.00 X 0 0 0 RITA KLEINSCHMIDT BOARD MEMBER 1.00 X 0 0 0 KATHRYN BIRD EXECUTIVE DIRECTOR 1/1/19 - 3/31/19 40.00 X 17691 0 1154 MATTHEW FULTZ EXECUTIVE DIRECTOR 4/1/19 - 12/31/19 40.00 X 50046 0 0 67737 0 1154 0 0 0 0 0 135948 220584 6576 356532 DAY SERVICES 624310 1677162 1677162 VOCATIONAL REHAB 624310 51343 51343 STUDIO OTB 900099 7263 7263 CAMP CREATE U 624310 5695 5695 1741463 47891 135948 79233 -31342 -31342 2066653 1741463 0 -31342 67737 33869 16934 16934 1277330 947283 329243 804 130592 94091 36501 98954 69845 29109 10360 10360 21445 11945 9500 6757 6757 21643 2164 18397 1082 22445 22445 163394 114376 24509 24509 37238 36788 450 2837 2837 41947 29363 6292 6292 23878 11939 11939 OTHER 50963 16453 34510 UTILITIES 33451 23415 5018 5018 DAY PROGRAM 33418 33418 REPAIRS AND MAINTENANCE 12741 6518 4826 1397 14119 7637 6482 2071249 1427159 572072 72018 58197 96953 610658 198907 441891 411751 500088 508704 831 1543 49500 62000 50331 63543 X 440829 418014 8928 27147 449757 445161 500088 508704 -4596 0 X X 1 X 0 1 0 X 183598 212795 293698 457794 298029 1445914 1637135 1740270 1764848 1863125 1789118 8794496 1820733 1953065 2058546 2320919 2087147 10240410 5650 14530 46040 37165 61145 164530 0 5650 14530 46040 37165 61145 164530 10075880 3239 2648 6573 777 13237 1823972 1955713 2065119 2321696 2087147 10253647 0.98270 0.98770 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2015 AMOUNT: $ 3,239. 2016 AMOUNT: $ 2,648. 2017 AMOUNT: $ 6,573. 2018 AMOUNT: $ 777. 2019 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 435872 86116 349756 174786 112791 61995 411751 LINE OF CREDIT 62000 62000 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018. MANAGEMENT BELIEVES THAT THE ORGANIZATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. THE ORGANIZATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS BEFORE 2016. INSIDE THE BOTTLE 154990 118921 36069 65807 CHIP IN 25071 13249 11822 10979 1 3778 3778 2447 183839 135948 47891 79233 79233 -31342 FORM 990, PART VI, SECTION B, LINE 11B OUTSIDE THE BOX, INC.'S FORM 990 AND ALL RELATED SCHEDULES, STATEMENTS, AND ATTACHMENTS ARE REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF FINANCE. IT WILL THEN BE REVIEWED BY THE PRESIDENT AND TREASURER OF THE BOARD, AND SIGNED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C OUTSIDE THE BOX, INC. PASSES OUT A QUESTIONNAIRE ABOUT CONFLICT OF INTEREST TO BE FILLED OUT AND RETURNED BY EACH DIRECTOR, OFFICER, AND STAFF MEMBER. THE POLICY INCLUDES STATEMENTS ABOUT OTHER EMPLOYMENT AND BEING RELATED TO ANYONE ON THE BOARD OF DIRECTORS, AND OTHER ITEMS THAT MAY BE AN ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS VOTE ON THE BUDGET AT THE BEGINNING OF THE YEAR, WHICH INCLUDES A SECTION FOR PAYROLL. IF SOMETHING FALLS OUTSIDE OF THIS BUDGET (THE ADDITION OF NEW POSITIONS, CURRENT STAFF TAKING ON NEW DUTIES WITH A SUBSEQUENT INCREASE, ETC.), THE BOARD WOULD BE INVOLVED IN THAT DETERMINATION. THE BOARD ALSO DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSENTION, AND ANY INCREASE. STAFF COMPENSATION RATES THAT FALL WITHIN THE NORMAL BUDGET ARE DETERMINED BY A COMBINATION OF THE EXECUTIVE DIRECTOR, THE ADMIN TEAM, AND THE STAFF'S DIRECT SUPERVISOR. FORM 990, PART VI, SECTION C, LINE 19 OUTSIDE THE BOX, INC. MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS, AS APPLICABLE, AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST MADE TO THE ATTENTION OF OUR PRESIDENT AND RECEIVED AT OUR CORPORATE OFFICE ADDRESS PART XII, LINE 2C: THE DIRECTOR OF FINANCE AND BOARD PRESIDENT ASSUME RESPONSIBILITY FOR THE OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS.