2020-05-07T13:58:42-05:00 2019-08-31 592142260 CHRISTOPHER SMITH LEONARD ET AL 1001 3RD AVE W SUITE 700 BRADENTON FL 34205 990 2018-09-01 590638490 EASTER SEALS SOUTHWEST FLORIDA INC EAST 9413557637 350 BRADEN AVENUE SARASOTA FL 34243 TOM WATERS PRESIDENT & CEO 9413557637 2020-05-07 1 RANDY C DILLINGHAM P00280769 9417481040 64.90.13.82 2020-05-07 13:58:38 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B4C9F4289DD5652F34E35D4B4DEDBEDBE0C203E6 2018 2021-01-29 14:40:06Z TOM WATERS 350 BRADEN AVENUE SARASOTA FL 34243 5729272 0 X WWW.SWFL.EASTERSEALS.ORG X 1956 FL EASTER SEALS SOUTHWEST FLORIDA CREATES SOLUTIONS THAT CHANGE LIVES FOR CHILDREN, ADULTS AND FAMILIES THROUGH HIGH QUALITY THERAPEUTIC, EDUCATIONAL AND SUPPORT SERVICES. 20 20 131 210 0 0 2052096 2266686 2876900 3333349 9540 -24939 1130 1980 4939666 5577076 0 0 0 0 3216076 3904060 0 0 403186 1385402 1662030 4601478 5566090 338188 10986 2436490 2791560 328083 687538 2108407 2104022 X EASTER SEALS SOUTHWEST FLORIDA, INC. IS A NOT-FOR-PROFIT ORGANIZATION WITH LICENSE TO OPERATE IN MANATEE, SARASOTA, HIGHLANDS, HARDEE AND DESOTO COUNTIES. EASTER SEALS SOUTHWEST FLORIDA CREATES SOLUTIONS THAT CHANGE LIVES FOR CHILDREN, ADULTS AND FAMILIES THROUGH HIGH QUALITY THERAPEUTIC, EDUCATIONAL AND SUPPORT SERVICES. 1 1 1851170 1333977 DAY PROGRAM AND EMPLOYMENT SERVICES - PROVIDES OPPORTUNITIESFOR SOCIAL AND VOCATIONAL INTERACTION IN AN ENVIRONMENT THATSUPPORTS ADULTS WITH DISABILITIES. ALSO PROVIDES DEVELOPMENT OF EMPLOYMENT SKILLS FOLLOWED WITH JOB COACHING TO ASSURE SUCCESS IN THE WORKPLACE. 1548063 848411 REHABILITATION SERVICES - PROVIDES PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY TO CHILDREN AND ADULTS WITH DISABILITIES. THIS THERAPY FACILITATES THEIR ABILITY TO LEARN, CARE FOR THEMSELVES AND ACHIEVE INDEPENDENCE AT HOME, SCHOOL, WORK AND IN OTHER COMMUNITY ENVIRONMENTS. 1467835 1084990 COMMUNITY SERVICES-PROVIDES RESPITE CARE TO FAMILIES OF MEDICALLY FRAGILE, CRITICALLY ILL, DEVELOPMENTALLY DISABLED CHILDREN, HELPING TO STABILIZE THE FAMILY. PROVIDES OPPORTUNITIES FOR RECREATIONAL EVENTS FOR CHILDREN WITH DISABILITIES AND THEIR FAMILIES. PROVIDES ASSESSMENT AND TRAINING FOR ANY INDIVIDUAL WITH A DISABILITY WHO NEEDS TO LEARN TO ACCESS THE PUBLIC TRANSPORTATION SYSTEMS. 173356 65971 CHILDREN'S EDUCATIONAL PROGRAM- OFFERS CHILDREN WHO ARE BOTH TYPICALLY AND DIFFERENTLY ABLED AN EQUAL OPPORTUNITY TO LEARN IN A CREATIVE ATMOSPHERE BY PROVIDING HIGH QUALITY EDUCATION AND CARE THAT CHILDREN NEED. 173356 65971 5040424 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 31 0 131 0 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X TOM WATERS 9413557637 350 BRADEN AVENUE SARASOTA FL 34243 JOHN BERKEY CHAIR 1.00 X X 0 0 0 LA VERNE GREEN VICE CHAIR 1.00 X X 0 0 0 KRISTIN JENSEN TREASURER 1.00 X X 0 0 0 DAVE OTTERNESS SECRETARY 1.00 X X 0 0 0 JOSEPH NAJMY GOVERNANCE 1.00 X X 0 0 0 SCOTT L ROCKWELL PAST CHAIR 1.00 X X 0 0 0 DAVE HERBERT DIRECTOR 1.00 X 0 0 0 SHIRLEY M GARNESKI DIRECTOR 1.00 X 0 0 0 PAUL KLICK III DIRECTOR 1.00 X 0 0 0 STAN MUESSLE DIRECTOR 1.00 X 0 0 0 GUNNER DAVIS DIRECTOR 1.00 X 0 0 0 ANGELA FERNANDEZ DIRECTOR 1.00 X 0 0 0 DOUG ELMORE DIRECTOR 1.00 X 0 0 0 VAN FRANKLIN DIRECTOR 1.00 X 0 0 0 DR TONY FERRETTI DIRECTOR 1.00 X 0 0 0 BOB HUFF DIRECTOR 1.00 X 0 0 0 STEWART MOON JR DIRECTOR 1.00 X 0 0 0 FARRAH CAVUS DIRECTOR 1.00 X 0 0 0 KATHY PAULSEN DIRECTOR 1.00 X 0 0 0 BILL SUTTON DIRECTOR 1.00 X 0 0 0 MARY NASTAN DIRECTOR 1.00 X 0 0 0 JACQUE RUCH VICE PRESIDENT 40.00 X 48030 0 22243 PATRICIA ENTSMINGER OUTSOURCED CFO 20.00 20.00 X 0 0 0 TOM WATERS PRESIDENT & CEO 20.00 20.00 X 180675 0 8831 JANNON PIERCE VICE PRESIDENT 40.00 X 4038 0 141 GEORGE PFEIFFER VICE PRESIDENT 40.00 X 106060 0 21454 338803 0 52669 2 0 1 0 KERKERING BARBERIO & CO 1990 MAIN ST STE 801 SARASOTA FL 34236 CFO SERVICES 150000 1 441157 450000 227702 1147827 568905 2266686 PROGRAM SERVICE FEES 624100 3333349 3333349 3333349 5068 5068 28267 2100 24798 35576 3469 -33476 -30007 -30007 83343 441157 91822 -8479 -8479 OTHER INCOME 900099 10459 10459 10459 5577076 3333349 0 -22959 X 453350 426457 5775 21118 2777232 2612485 35375 129372 414687 382397 7204 25086 258791 239223 3865 15703 25877 16716 2001 7160 20730 13391 1603 5736 438662 283371 33915 121376 32918 32918 26999 12852 1967 12180 414254 389305 17919 7030 181313 170380 7851 3082 34376 33673 703 SUPPLIES 137101 137101 OTHER EXPENSE 91700 85147 248 6305 TRAVEL AND TRAINING 81094 67472 582 13040 EASTER SEALS NATIONAL 45625 45625 131381 124829 3472 3080 5566090 5040424 122480 403186 205380 28915 48042 0 324692 182373 189873 683297 94984 129117 5013742 3436963 1418070 1576779 149337 184334 6112 6745 2436490 2791560 327099 552994 984 1017 0 133527 328083 687538 X 1860388 2104022 248019 0 2108407 2104022 2436490 2791560 X 10986 -7871 -7500 X 0 1 X 1 0 X 1702398 1844437 1374116 2052096 2266686 9239733 1702398 1844437 1374116 2052096 2266686 9239733 140510 9099223 4957 3295 7981 9540 -30007 -4234 45298 55687 317408 1131 1980 421504 9657003 12076780 0.94220 0.94580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2014 AMOUNT: $ 46,436. 2015 AMOUNT: $ 55,155. 2016 AMOUNT: $ 316,163. 2017 AMOUNT: $ -3,247. 2018 AMOUNT: $ -8,479. MISC INCOME - 2014 AMOUNT: $ -1,138. 2015 AMOUNT: $ 532. 2016 AMOUNT: $ 1,245. 2017 AMOUNT: $ 4,378. 2018 AMOUNT: $ 10,459. ART SALES - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30135 30135 0 133463 5052 15432 123083 145893 5754 18184 133463 156952 9337 20396 145893 135721 28507 10110 17386 156952 158290 -3284 19285 135721 1.00000 0 1 1 510671 510671 1156284 1000535 155749 2110994 1638394 472600 919367 563246 356121 316426 234788 81638 1576779 DUE TO FOUNDATION 133527 133527 X 5653401 -7871 81216 2980 76325 5577076 0 5577076 5657786 81216 10480 91696 5566090 0 5566090 PART V, LINE 4: TO SUPPORT THE OPERATIONS OF THE ORGANIZATION AT THE DISCRETION OF THE TRUSTEES. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION ADOPTED GUIDANCE ISSUED BY THE FASB ON ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS. THE ADOPTION OF THIS GUIDANCE HAD NO EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION. MANAGEMENT BELIEVES THE ORGANIZATION HAS NO MATERIAL UNRECOGNIZED INCOME TAX LIABILITIES, INCLUDING ANY POTENTIAL LOSS OF ITS TAX EXEMPT STATUS. THE ORGANIZATION HAS NO ONGOING FEDERAL, STATE, OR LOCAL TAX AUDITS; HOWEVER, THE ORGANIZATION'S TAX RETURNS FOR THE THREE PREVIOUS FISCAL YEARS REMAIN OPEN TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST -7,500. FUNDRAISING IN-KIND EXPENSES 10,480. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING IN-KIND EXPENSES 10,480. ABILITY SHINNING LUNCHEON 406358 338542 67816 19810 1775 13926 MEADOWS CUP 118142 102615 15527 17783 11078 6198 450 11173 1 9629 524500 441157 83343 17783 11078 26008 2225 34728 91822 -8479 X X 0 0 0 0 0 0 0 0 0 TOM WATERS PRESIDENT & CEO 160675 0 20000 0 0 0 0 0 8831 0 189506 0 0 0 X 221 39907 FMV X 1 72000 FMV X ABA REMODEL 1 15000 X SILENT AUCTION ITEMS 1 10480 X TERVIS 1 328 X TURKEYS AND PIES 1 270 X LUNCH BOXES 1 243 0 1 0 FORM 990, PART III, LINE 2 THE FILING ORGANIZATION ADDED 6 - 8 GRADE CLASSES TO PROVIDE ADDITIONAL SERVICES IN ITS SCHOOL. FORM 990, PART III, LINE 3 THE FILING ORGANIZATION OPERATES ITS ELEMENTARY AND MIDDLE SCHOOL OUT OF ABA ACADEMY LOCATION. BOTH ORGANIZATION'S COMBINE ITS CLASSES TO ENHANCE LEARNING AND BEHAVIORAL SERVICES FOR THE STUDENTS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A NEW CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 OTHER SENIOR EMPLOYEES ARE EVALUATED BY THE CEO AND COMPENSATION IS SET CONSISTENT WITH JOB FUNCTIONS AND THE MARKET. A BOARD COMMITTEE PROVIDES EVALUATION AND OVERSIGHT OF THE CEO POSITION AND SETS COMPENSATION CONSISTENT WITH THE RESPONSIBILITIES AND COMPETITIVE MARKETPLACE. FORM 990, PART VI, SECTION C, LINE 19 ALL REQUIRED DISCLOSURES ARE MADE AVAILABLE UPON REQUEST OR AT WWW.GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 283,371. MANAGEMENT AND GENERAL EXPENSES 33,915. FUNDRAISING EXPENSES 121,376. TOTAL EXPENSES 438,662. FORM 990, PART IX, LINE 24E R & M: PROGRAM SERVICE EXPENSES 44,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,000. TRANSPORTATION: PROGRAM SERVICE EXPENSES 31,276. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,276. TELEPHONE: PROGRAM SERVICE EXPENSES 16,348. MANAGEMENT AND GENERAL EXPENSES 463. FUNDRAISING EXPENSES 540. TOTAL EXPENSES 17,351. EQUIPMENT EXPENSE: PROGRAM SERVICE EXPENSES 12,579. MANAGEMENT AND GENERAL EXPENSES 14. FUNDRAISING EXPENSES 613. TOTAL EXPENSES 13,206. LICENSE, FEES AND PERMITS: PROGRAM SERVICE EXPENSES 10,628. MANAGEMENT AND GENERAL EXPENSES 1,615. FUNDRAISING EXPENSES 316. TOTAL EXPENSES 12,559. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 5,786. MANAGEMENT AND GENERAL EXPENSES 539. FUNDRAISING EXPENSES 1,488. TOTAL EXPENSES 7,813. RENT: PROGRAM SERVICE EXPENSES 4,212. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 123. TOTAL EXPENSES 4,335. IN-KIND EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 841. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 841. FORM 990, PART XI, LINE 9: DONATED SERVICES AND USE OF FACILITIES - INCOME 80,570. DONATED SERVICES AND USE OF FACILITIES - EXPENSE -80,570. CHANGE IN VALUE OF SPLIT INTEREST -7,500. EASTER SEALS SOUTHWEST FL FOUNDATION 350 BRADEN AVE SARASOTA FL 34243 650611186 TO SUPPORT EASTER SEALS SOUTHWEST, INC FL 501(C)(3) LINE_12A_I_509_TYPE_ EASTER SEALS SW FL INC 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 EASTER SEALS SOUTHWEST FL FOUNDATION C 450000 VALUE EASTER SEALS SOUTHWEST FL FOUNDATION E 203686 VALUE EASTER SEALS SOUTHWEST FL FOUNDATION Q 133527 VALUE EASTER SEALS SOUTHWEST FL FOUNDATION D 2053 VALUE