2020-05-21T09:15:20-05:00 2019-06-30 231980475 Kreischer Miller 100 Witmer Road Suite 350 Horsham PA 190442369 990 2018-07-01 231370508 Associated Services for the Blind Inc ASSO 2156270600 919 Walnut Street Philadelphia PA 19107 Karla S McCaney President & CEO 2156270600 2020-05-13 1 Christopher M Pekula P00734965 2154414600 64.55.30.226 2020-05-13 14:51:13 ED P B6CE273AE17BE2F31834128D835D85405F3F7F7A 60B7608B6CF6CB43764D72B07CF9D482B87BBAD7 2018 2020-11-19 02:30:22Z Karla S McCaney 919 Walnut Street Philadelphia PA 19107 8247434 0 X www.asb.org X 1984 PA Associated Services for the Blind and Visually Impaired (ASB) is a human services organization that provides direct education to those in the Philadelphia region facing blindness or a loss of vision. ASB also fosters connections among the region's many diverse resources, working with partners to advance health and well-being, utilize technology as a tool, and expand the reach of the arts and cultural offerings in local communities. Building on a history of nearly 145 years, ASB promotes personal independence through educational training, as well as community action and public engagement. ASB supports program participants in setting and working towards their own individual goals for achieving the quality of life they deserve. ASB's resources, experience, and expertise help participants facilitate their autonomy and community involvement. 12 12 47 75 0 0 822601 763282 1262996 1257586 1485360 1515633 -7661 -30136 3563296 3506365 22798 13139 0 0 2205388 1989550 0 0 213433 1176409 1318737 3404595 3321426 158701 184939 31580916 31594326 261137 246623 31319779 31347703 X Associated Services for the Blind & Visually Impaired (ASB), a private non-profit human services organization that promotes independence in individuals who are blind or visually impaired. ASB accomplishes this by providing direct support through educational training, as well as through community action and public education. 0 1 578855 13139 14773 Human Services: Provided services to empower those with blindness or visual impairment to improve their home management skills, to access and fully utilize the internet, home computers and smart phones, and to improve their mobility and independent transportation skills. ASB provided on-site opportunities and partnered with local organizations to provide off-site opportunities for personal enrichment and participation in community activities. 1307919 1242813 Braille: ASB produced braille materials, large print, and custom audio in Fiscal Year 2019 for the Library of Congress, local and national businesses; as well as custom materials for individuals. 321641 Department of Human Services Grant Program: ASB provided services and programming to promote independence in individuals facing blindness or visual impairment. Services included skills training including home management skills, internet and personal computer skills, mobility skills, enrichment programming, and access to resources and external partners for additional assistance. 2208415 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 47 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 PA X X Joyce Robertson 2156270600 919 Walnut Street Philadelphia PA 19107 Arthur J Seidner Esq Second Vice Chairman 0.50 X X 0 0 0 Ronald E Bowlan Board Chairman 0.50 X X 0 0 0 George Foley Director 0.50 X 0 0 0 Constance Moore Director 0.50 X 0 0 0 Leonard P Sayles Board Treasurer 0.50 X X 0 0 0 Thomas J Wlodkowski Director 0.50 X 0 0 0 Thomas Teesdale First Vice Chairman 0.50 X X 0 0 0 Francis R Grebe Esq Director 0.50 X 0 0 0 Sarah Glick-Johnson Secretary 0.50 X X 0 0 0 William JD Jordan Director 0.50 X 0 0 0 Robert Jefferson Director 0.50 X 0 0 0 Karla S McCaney CEO & President 35.00 X 180000 0 10735 180000 0 10735 1 0 1 0 Dunleavy & Associates PO Box 613 Blue Bell PA 19422 Consulting & Recruiting Services 147718 1 35172 349110 379000 763282 Braille Production 323100 1242813 1242813 Fees for Services 561000 14773 14773 1257586 683001 683001 884 0 884 884 884 5504923 12000 4683201 1090 821722 10910 832632 832632 15015 35172 56778 -41763 -41763 Miscellaneous 900099 10743 10743 10743 3506365 1257586 0 1485497 X 13139 13139 218589 109295 109294 1243877 1040584 152296 50997 61269 51797 7053 2419 338857 305941 25390 7526 126958 98016 25338 3604 16499 16499 32227 32227 98671 98671 521976 105072 293858 123046 38755 16667 10050 12038 123130 83249 38192 1689 16753 15501 1252 23835 18844 4991 25266 3875 21391 Braille Production 230411 230411 Maintenance and Repairs 57559 24281 24509 8769 Equipment rental 49585 33242 15682 661 Freight and Shipping Su 35142 33868 1274 48928 24633 21611 2684 3321426 2208415 899578 213433 136241 154695 971947 396799 367079 332762 190717 150810 64105 100901 1023476 918430 85330 105046 28139814 28639734 1625683 1713579 31580916 31594326 261137 246623 261137 246623 X 27254172 27247431 168514 173425 3897093 3926847 31319779 31347703 31580916 31594326 184939 -157015 0 X X 0 1 X 1 0 X 666976 884167 907757 822601 763282 4044783 666976 884167 907757 822601 763282 4044783 220132 3824651 878527 849530 542221 628018 683885 3582181 9127 10392 9404 8579 10743 48245 7675209 7382540 0.49830 0.48080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37343 37343 2171072 2208415 260421 65105 0 0 336627 274621 268928 260421 1140597 1710896 37651 37543 37652 37343 150189 84157 68655 67232 65105 285149 427724 3897093 29754 3926847 3728929 100 171530 3466 3897093 3352558 379485 3114 3728929 3520734 100 -165274 3002 3352558 3517067 6812 3145 3520734 1.00000 0 0 16486 3022 13464 988146 907724 80422 18844 7684 11160 105046 Alternative Investments 1712949 F mortgage-backed Securities 630 F 1713579 X 3567407 -157015 316728 159713 3407694 98671 98671 3506365 3539483 316728 316728 3222755 98671 98671 3321426 Part X, Line 2: The Organization is a not-for-profit corporation under Section 501(c)(3) of the Internal Revenue Code. As such, the Organization will not incur any liability for federal income taxes on exempt activities; unrelated business activities were not significant during the fiscal years ended June 30, 2019 and 2018. The Organization files Federal Form 990. With few exceptions, the Organization is no longer subject to U.S. federal or state and local income tax examinations by tax authorities for years before 2015. It is difficult to predict the final timing and resolution of any particular uncertain tax position. Management does not currently anticipate significant changes in its uncertain tax positions over the next 12 months. X X X X X 1 Fairmount Ventures Two Penn Center 1500 JFK Blvd Su Philadelphia PA 19102 Grant Development/Writing 0 72000 76000 -4000 72000 76000 -4000 Louis Braille Awards Luncheon 50187 35172 15015 15015 41763 50187 35172 15015 15015 41763 56778 -41763 1 Adaptive aids 165 8706 Fair market value Items included talking watches, money & color identifiers, alarm clocks, talking blood pressure monitors, cassette recorders, scanners, talking dictionaries, home computers/laptops and other various adaptive aids. Event 1 4433 Fair market value Hosted the sixth annual client summer enchantment lunch and dance Part I, Line 2: The Philadelphia Lighthouse for the Blind (PLOTB) is an Endowment Fund founded in 1945 to provide financial assistance for social, cultural, and educational opportunities for individuals who are blind or visually impaired. Through this program, ASB provides limited funding to persons who are blind or visually impaired to help fulfill specific personal needs such as acquiring adaptive aids, assisted technology devices, or offsetting costs associated with certain recreational activities. A Committee meets on a regular basis to review requests for funding. Requests are evaluated and either approved or denied based on client need. Available funding for assistance is limited and clients are required to provide 10% contribution towards the purchase of requested items. Notification letters are sent to all applicants regarding approval status and specifics on the 10% contribution to the purchase of the requested item(s). X 1 0 0 0 0 0 0 0 0 Karla S McCaney CEO & President 180000 0 0 0 0 0 7615 0 3120 0 190735 0 0 0 Part I, Line 4a Patricia C. Johnson, Former President & CEO: One year severance agreement - $24,421 Form 990, Part III, line 3 Associated Services for the Blind & Visually Impaired (ASB) approved a new three-year Strategic Plan which will guide the agency's activities starting July 1, 2019 (FY 19-20). Additionally, ASB has been investing in its staff and programming by hiring credentialled staff to develop and maintain curriculum that is client-focused and tiered so that goals can be met, and progression can occur. Partnerships with local community agencies and organizations such as the PA Ballet and the Free Library of Philadelphia contribute to increased and improved programming for ASB's program participants. Form 990, Part VI, Section B, line 11b The Board of Directors of Associated Service for the Blind (ASB) has approved the following procedure for the preparation, review and approval of the organization's IRS 990 Tax Form at its meeting on June 18, 2009. - The IRS 990 Tax document is prepared by the organization's Audit Firm with the assistance from ASB's Director of Finance - ASB's Director of Finance will work with the organization's Development / Fundraising Department as well as with agency Program Directors to draft / review all narrative documentation that is to be presented on the IRS 990 Form - Once the draft of the form has been completed and undergone review by the Audit Firm, a copy is forwarded to ASB's Director of Finance for review. Both the President & CEO and Director of Finance will draft any recommended changes / corrections and discuss with the Audit Firm - A copy of the revised draft will be forwarded to the Director of Finance for review to assure that all changes / corrections have been completed. After review, a copy of the drafted document will be forwarded to all ASB Audit Committee Members and the Board Chairman for review and approval. (If there are any changes / corrections; the CEO & President / Director of Finance will be notified to contact the Audit Firm to make the necessary changes.) - CEO & President will officially sign off on one copy of the IRS 990 along with Form 8879-EO IRS e-file Signature Authorization for an Exempt Organization. - Director of Finance will return the Form 8879-EO to ASB's Auditors so that ASB's 990 can be filed electronically with the IRS. A copy of the Form is kept in the Director of Finance's office. (Copies are available upon request.) Form 990, Part VI, Section B, line 12c Conflict of Interest Statements are provided to board members on an annual basis at the Annual Board Meeting in September each year. Updated statements are required from board members only if their existing information on file has changed. New board members are provided with a Conflict of Interest Statement in their welcome packet and are required to submit their statements prior to the next scheduled board meeting. Form 990, Part VI, Section B, line 15 a. The organizations CEO, Executive Director, or top management official - Each year, the process for determining the compensation of the organization's President & CEO is carried out by a committee consisting of several board members, which are selected by the Board Chairman. Members of the committee differ from year to year. In order to make an informed decision, the committee gathers information encompassing both financial and organizational matters in which the President & CEO plays a key role. The committee holds a meeting to discuss their findings and determines the appropriate compensation. Once a decision is made, the Board Chairman meets with the President & CEO to relay the outcome and then sends an official letter with a copy to the Director of Finance & IT for further processing. b. Other officers or key employees of the organization - Performance appraisals are conducted before the end of the evaluation period and at least once annually. Form 990, Part VI, Section C, line 19 All organizational governing documents and financial statements are available to the public upon request. ASB's IRS 990 Form can be found online at Guidestar.com and on Charity Navigator. It is also available upon request. Form 990, Part IX, line 11g Professional fees: Program service expenses 20,778. Management and general expenses 293,858. Fundraising expenses 123,046. Total expenses 437,682. Contracted Services: Program service expenses 84,294. Management and general expenses 0. Fundraising expenses 0. Total expenses 84,294. Form 990, Part XII, Line 2C No change from prior year.