2020-11-16T13:58:02-06:00 2019-12-31 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2019-01-01 951690983 ABILITYFIRST ABIL 6263961010 1300 EAST GREEN STREET PASADENA CA 911062606 KASHIF KHAN CFO 6263961010 2020-11-15 1 LIZBETH G NEVAREZ P01399868 3108731600 75.82.225.227 2020-11-15 21:27:01 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6A5B9BBBC0C15FAE84D58941C3D029285B6C5672 2019 2021-01-29 14:40:06Z LORI E GANGEMI 1300 EAST GREEN STREET PASADENA CA 911062606 17757340 0 X WWW.ABILITYFIRST.ORG X 1926 CA HELP CHILDREN AND ADULTS WITH PHYSICAL & DEVELOPMENTAL DISABILITIES. 18 18 780 1021 434012 -53941 3520691 4867411 10245505 10824918 1565745 1481953 319763 253890 15651704 17428172 0 0 0 0 12279562 12568959 0 0 733822 4530689 4606733 16810251 17175692 -1158547 252480 70205222 80245689 1510450 1432692 68694772 78812997 ABILITYFIRST PROVIDES A VARIETY OF PROGRAMS DESIGNED TO HELP CHILDREN AND ADULTS WITH DISABILITIES ACHIEVE THEIR PERSONAL BEST THROUGHOUT THEIR LIVES. OUR PERSON-CENTERED PROGRAMS ARE GROUNDED IN INDIVIDUAL CHOICE, AUTONOMY, AND COMMUNITY PARTICIPATION. 0 0 6836396 6114912 COMMUNITY CENTERS:ABILITYFIRST OPERATES FIVE COMMUNITY CENTERS AND ONE SCHOOL-BASED SITE IN LOS ANGELES COUNTY, SERVING APPROXIMATELY 1500 CHILDREN AND ADULTS. OUR PERSON-CENTERED PROGRAMS EMPOWER INDIVIDUALS TO DISCOVER WHAT IS IMPORTANT TO THEM IN THEIR LIVES, AND TO DEVELOP THE SKILLS THAT ARE IMPORTANT FOR THEM TO ACHIEVE THEIR GOALS. PROGRAMS INCLUDE AFTERSCHOOL SOCIALIZATION TRAINING, SUMMER DAY CAMPS, ADULT DAY AND SOCIAL RECREATION PROGRAMS; AND COMMUNITY AQUATICS. ABILITYFIRST ALSO OPERATES TWO RESIDENTIAL FACILITIES SERVING 15 ADULTS. 5199765 4005903 COMMUNITY PROGRAMS:ABILITYFIRST'S SUPPORTED EMPLOYMENT PROGRAM PROVIDED CLOSE TO 400 ADULTS WITH DISABILITIES WITH VOCATIONAL AND SKILL ASSESSMENT, JOB PLACEMENT AND ON-THE-JOB SUPPORT IN COMPETITIVE JOB MARKETS IN THEIR COMMUNITIES IN A WIDE RANGE OF INDUSTRIES. THE ABILITYFIRST COLLEGE TO CAREER PROGRAM SUPPORTED 66 STUDENTS WITH DEVELOPMENTAL DISABILITIES ENROLLED AT PASADENA CITY COLLEGE. IN ADDITION TO THE STUDENT'S ACADEMIC COURSEWORK, THE PROGRAM INCORPORATES SELF-DISCOVERY AND COMMUNITY EXPLORATION TO EMPOWER STUDENTS TO ACHIEVE THEIR ACADEMIC AND CAREER COALS. 1567681 704103 CAMP PAIVIKACAMP PAIVIKA IS LOCATED IN THE SAN BERNARDINO MOUNTAINS AND OFFERED OVERNIGHT SUMMER CAMPS FOR OVER 508 CHILDREN AND ADULTS. CAMPING PROGRAMS PROVIDE TRADITIONAL CAMP EXPERIENCES SUCH AS SWIMMING, HORSEBACK RIDING, CRAFTS AND CAMPFIRES, WITH NURTURING SUPPORT AND AN EMPHASIS ON FUN. 13603842 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 58 0 1 780 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X KASHIF KHAN 6263167903 1300 EAST GREEN STREET PASADENA CA 911062606 LORI GANGEMI CHIEF EXECUTIVE OFFICER 40.00 0.00 X 313479 0 30022 KERI CASTANEDA CHIEF PROGRAM OFFICER 40.00 0.00 X 156920 0 22754 SONHUI ROBILOTTA CHIEF FINANCIAL OFFICER 40.00 0.00 X 183653 0 25828 JOSHUA CHAN CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 139611 0 5484 REBECCA HAUSSLING SR. DIRECTOR OF COMMUNICATIONS AND PR 40.00 X 116482 0 4382 ISIS MCDONALD SR. DIRECTOR OF BUSINESS SERVICES 40.00 X 110339 0 8161 KELLY PRIVITT PROGRAM DIRECTOR 40.00 X 106769 0 4060 DAVID ROMER CONTROLLER 40.00 X 106126 0 8138 WENDY LEES CHAIR 1.00 0.00 X X 0 0 0 RAY C CHERRY VICE CHAIR 1.00 0.00 X X 0 0 0 RANDALL REPP TREASURER 1.00 0.00 X X 0 0 0 KATHRYN SANDERS PLATNICK SECRETARY 1.00 0.00 X X 0 0 0 STEVE BROCKMEYER DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM CRAIG DIRECTOR 1.00 0.00 X 0 0 0 MIKE DOKMANOVICH DIRECTOR 1.00 0.00 X 0 0 0 MARK FEDDE DIRECTOR 1.00 0.00 X 0 0 0 TOM FENCHEL DIRECTOR 1.00 0.00 X 0 0 0 RICHARD R FRANK DIRECTOR 1.00 0.00 X 0 0 0 LAUREN HOM DIRECTOR 1.00 0.00 X 0 0 0 JOHN KELLY DIRECTOR 1.00 0.00 X 0 0 0 JOANNE KIM DIRECTOR 1.00 0.00 X 0 0 0 CAROL LLEWELLYN DIRECTOR 1.00 0.00 X 0 0 0 DAVID SAETA DIRECTOR 1.00 0.00 X 0 0 0 JOHN SURUY DIRECTOR 1.00 0.00 X 0 0 0 HARLAN THOMPSON DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA VICK DIRECTOR 1.00 0.00 X 0 0 0 1233379 0 108829 8 0 1 0 ENVISION CONSULTING LLC 3231 E FOOTHILL BLVD PASADENA CA 91107 CONSULTING 100820 1 246301 100000 4521110 42897 4867411 COMMUNITY CENTERS FEES 900099 6114912 6114912 COMMUNITY PROGRAMS FEES 900099 4005903 4005903 CAMPING SERVICE FEES 900099 704103 704103 10824918 1520038 1520038 441087 0 441087 441087 430807 10280 45502 83587 -38085 -38085 -38085 22800 246301 227803 -205003 -205003 18821 10495 8326 8326 10488 7283 3205 3205 OTHER INCOME 900099 6275 6275 6275 17428172 10824918 434012 1301831 877751 699492 141392 36867 9759769 7768515 1547156 444098 59770 48163 11072 535 1114496 898060 206457 9979 757173 614513 107858 34802 13494 13494 41330 41330 52044 52044 246082 26137 179876 40069 46932 13315 9710 23907 305461 203493 73705 28263 83231 13439 47122 22670 1322549 1157518 163228 1803 436134 373537 58555 4042 33437 14863 8866 9708 712488 638892 73596 286094 250394 35309 391 PROGRAM SUPPLIES 414359 414359 OTHER PERSONNEL COSTS 174874 116215 54088 4571 EQUIP. LEASE & MAINT. 163395 150225 13170 RENT SUBSIDY 72972 72972 201857 129740 72117 17175692 13603842 2838028 733822 796384 2733406 469163 720615 1273097 1423599 28932 21012 83589 71418 24416621 11861552 12827951 12555069 49725774 56927186 5000332 5793384 70205222 80245689 1392751 1432692 84352 0 33347 0 1510450 1432692 X 49827660 55567085 18867112 23245912 68694772 78812997 70205222 80245689 X 252480 9106448 759297 X 0 1 X 1 0 X 1662820 3510814 3113630 3520691 4867411 16675366 1662820 3510814 3113630 3520691 4867411 16675366 3074386 13600980 580907 1174456 1345037 1584736 1530318 6215454 30950 13525 8172 8938 8326 69911 28505 78068 24988 12327 6275 150163 23110894 44373712 0.58850 0.55760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13455157 2998062 311000 16142219 14767145 -859763 452225 13455157 1916822 12000000 975323 125000 14767145 1870967 131700 85845 1916822 1943546 -22478 50101 1870967 0.00000 0.82000 0.18000 0 0 1102572 1102572 18401314 8459352 9941962 346766 267075 79691 4183621 3135125 1048496 382348 382348 12555069 SECURITY AND INSURANCE DEPOSITS 53486 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 4329761 BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS 1410137 5793384 X 27504586 9106448 221675 800335 10128458 17376128 52044 52044 17428172 17386361 221675 41038 262713 17123648 52044 52044 17175692 PART V, LINE 4: ABILITYFIRST'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ENDOWMENT FUNDS ARE ESTABLISHED BY DONOR-RESTRICTED GIFTS TO PROVIDE A PERMANENT ENDOWMENT, WHICH IS TO PROVIDE A PERMANENT SOURCE OF INCOME TO ABILITYFIRST. PART X, LINE 2: IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS CODIFICATION TOPIC NO. 740, UNCERTAINTY IN INCOME TAXES, ABILITYFIRST RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED DECEMBER 31, 2019, ABILITYFIRST PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 7,283. CHANGE IN VALUE - BENEFICIAL INT. IN CHARITABLE REMAINDER TRUSTS 533,820. CHANGE IN VALUE - BENEFICIAL INTEREST IN PERPETUAL TRUSTS 259,232. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 7,283. UNCOLLECTIBLE A/R & PLEDGES 33,755. FESTIVAL OF FALL 164377 148717 15660 3833 12469 437 8519 8478 LONG BEACH FASHION SHOW 102070 94930 7140 838 14265 255 6759 2 2654 2654 3467 47768 11182 3491 106042 269101 246301 22800 8138 74502 11874 12010 121279 227803 -205003 18821 599 9896 1 0.90000 18821 599 9896 10495 8326 CA 1 0 0 0 1.00000 MAYRA ALCALA 1300 E GREEN STREET PASADENA CA 91106 0 MAYRA ALCALA 550 MANAGE TICKET SALES AND DRAWINGS X 1 16938 X X X X 1 0 0 0 0 0 0 1 0 LORI GANGEMI CHIEF EXECUTIVE OFFICER 296168 0 17311 0 0 0 25000 0 5022 0 343501 0 0 0 KERI CASTANEDA CHIEF PROGRAM OFFICER 147698 0 9222 0 0 0 18000 0 4754 0 179674 0 0 0 SONHUI ROBILOTTA CHIEF FINANCIAL OFFICER 176697 0 6956 0 0 0 25000 0 828 0 209481 0 0 0 PART I, LINE 4A JOSHUA CHAN, CDO, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $17,804. PART I, LINE 7 EVERY YEAR THE BOARD ESTABLISHES PERFORMANCE GOALS FOR THE CEO, CFO, CPO AND THE CDO. BASED ON THE SUCCESS OF THE GROUP AND/OR INDIVIDUAL EXECUTIVE, THE BOARD MAY APPROVE A DISCRETIONARY BONUS OF UP TO 10% OF THE EXECUTIVES BASE PAY. X 2 27132 FMV X PROGRAM SUPPLIES 1 15765 FMV 0 1 0 PART I, COLUMN (B): NONCASH DONATIONS ARE LISTED BY TOTAL NUMBER OF DONORS AND ITEMS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1 THE BOARD DELEGATES AUTHORITY TO THE EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE FOLLOWING: 1. CHAIR, WENDY LEES 2. VICE CHAIR, RAY C. CHERRY 3. SECRETARY, KATHRYN SANDERS PLATNICK 4. TREASURER, RANDALL REPP 5. AT LARGE MEMBER, DAVID SAETA FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO IT IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO ELECTION AND ON A NOT LESS THAN ANNUAL BASIS, ABILITYFIRST BOARD MEMBERS SIGN A DECLARATION STATEMENT DISCLOSING ANY CONFLICTS OF INTEREST. THE CONFLICT OF INTEREST POLICY AND THE BOARD MEMBER CONFLICT OF INTEREST FORMS ARE MONITORED BY THE BOARD CHAIR AND THE GOVERNANCE/NOMINATING COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 CEO/CFO: A COMPENSATION REPORT IS PREPARED BY AN INDEPENDENT FIRM AT LEAST EVERY 3 YEARS TO DETERMINE COMPETITIVE SALARIES FOR THE ABILITYFIRST CEO AND CFO. THE BOARD DELEGATES THE AUTHORITY TO THE EXECUTIVE COMMITTEE TO EVALUATE AND SET COMPENSATION LEVELS FOR THE CEO AND CFO. PROPOSED COMPENSATION INCREASES FOR THE CEO AND CFO MUST BE APPROVED BY THE BOARD IF, 1) A PROPOSED INCREASE IN BASE SALARY EXCEEDS THE CURRENT BASE SALARY BY MORE THAN 10% OR IF, 2) A PROPOSED BONUS EXCEEDS THE PRIOR YEAR'S BASE SALARY BY MORE THAN 10% OR IF, 3) A PROPOSED INCREASE IN BASE SALARY EXCEEDS BY 10% OR MORE THE 50TH PERCENTILE OF THE COMPENSATION REPORT ISSUED BY THE INDEPENDENT FIRM. FORM 990, PART VI, SECTION B, LINE 15B: FOR EMPLOYEES OTHER THAN CEO/CFO: THE CEO PROPOSES AN ANNUAL BUDGET THAT INCLUDES A SPECIFIC AMOUNT FOR COMPENSATION INCREASES. AFTER THE AGENCY WIDE BUDGET IS APPROVED BY THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS, THE COMPENSATION INCREASES BECOMES AVAILABLE TO BE DISBURSE IN THE FOLLOWING YEAR. IN RECENT YEARS, MUCH OF THE COMPENSATION INCREASE DOLLARS HAVE BEEN SPENT TO COVER THE MINIMUM WAGE CHANGE IMPLICATIONS AND ADJUSTMENTS REQUIRED TO MAINTAIN PAY EQUITY. ALL COMPENSATION CHANGES ARE SUBJECT TO REVIEW BY THE CEO AND THE DIRECTOR OF HUMAN RESOURCES. THE CEO APPROVES ALL COMPENSATION INCREASES WITHOUT THE PARTICIPATION OF INTERESTED PERSONS. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AS WELL AS INCLUDED ON THE ANNUAL REPORT POSTED ON THE WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE - BENEFICIAL INTEREST IN PERPETUAL TRUSTS 259,232. CHANGE IN VALUE - BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 533,820. UNCOLLECTIBLE A/R & PLEDGES -33,755.