2019-02-14T05:36:54-06:00 2018-06-30 383635706 REHMANN ROBSON LLC 1500 W BIG BEAVER RD 2ND FLR TROY MI 48084 990 2017-07-01 381366931 LEADER DOGS FOR THE BLIND LEAD 2486519011 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 SUSAN M DANIELS CHIEF EXECUTIVE OFFICER 2486519011 2019-02-05 1 KATHLEEN M UNDERHILL CPA P00589677 2489525000 2019-02-05 50.236.198.162 2019-02-05 19:29:54 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CDFE6A776BE3106A8F3051AD7AC410AAC8A3E178 2017 2019-02-21 02:37:17Z SUSAN M DANIELS 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 16740317 0 X WWW.LEADERDOG.ORG X 1952 MI EMPOWERING PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED WITH LIFELONG SKILLS FOR SAFE AND INDEPENDENT DAILY TRAVEL. 22 22 189 1070 177708 0 16188599 15817544 0 0 83456 77681 357575 281907 16629630 16177132 921347 2610954 0 0 8986095 9467840 76741 45771 2391658 4980172 5310733 14964355 17435298 1665275 -1258166 33693005 30573800 4770222 3001588 28922783 27572212 X EMPOWERING PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED WITH LIFELONG SKILLS FOR SAFE AND INDEPENDENT DAILY TRAVEL. 0 0 9339921 87244 GUIDE DOG TRAINING: SINCE 1939, LEADER DOG HAS OPERATED ONE OF THE WORLD'S MOST RESPECTED AND INNOVATIVE GUIDE DOG PROGRAMS. THE FREE, 26-DAY RESIDENTIAL TRAINING PROGRAM WELCOMES CLIENTS WHO ARE LEGALLY BLIND, AT LEAST 16 YEARS OLD, HAVE GOOD ORIENTATION AND MOBILITY SKILLS AND ARE ABLE TO CARE FOR THEIR DOG.TRAINING IS PERSONALIZED FOR EACH CLIENT. THANKS TO SOPHISTICATED BREEDING, PUPPY RAISING AND DOG TRAINING PROGRAMS, LEADER DOG IS ABLE TO MATCH CLIENTS WITH A DOG THAT BEST FITS THEIR LIFESTYLE, TRAVEL PACE, PHYSICAL SIZE, STAMINA AND OTHER CONSIDERATIONS. CLIENTS HAVE THE OPPORTUNITY TO TRAIN WITH THEIR GUIDE DOG IN A WIDE VARIETY OF SITUATIONS TO FIT THEIR CURRENT AND FUTURE NEEDS, INCLUDING URBAN, SUBURBAN AND RURAL LOCATIONS; COLLEGE CAMPUSES; BUSY STORES AND MALLS AND OTHER ENVIRONMENTS. 792840 VOLUNTEER AND COMMUNITY OUTREACH PROGRAM: THE LEADER DOG VOLUNTEER PROGRAM PROVIDES AN OPPORTUNITY FOR VOLUNTEERS TO MAKE A DIFFERENCE IN THE LIVES OF PEOPLE WHO ARE BLIND AND VISUALLY IMPAIRED. VOLUNTEERS ARE INTEGRAL TO DAILY OPERATIONS AND SUPPORT LEADER DOG, BOTH LOCALLY AND ACROSS THE COUNTRY, IN PROVIDING LIFE-ENHANCING SERVICES TO OUR CLIENTS. VOLUNTEERS CONTRIBUTE THEIR TIME, ENERGY AND A VARIETY OF SKILLS AND TALENTS IN MANY AREAS OF THE ORGANIZATION INCLUDING DOG CARE, CLIENT ASSISTANCE, PUBLIC PRESENTATIONS AND ADMINISTRATIVE SUPPORT.-THE COMMUNITY OUTREACH PORTION OF THE PROGRAM ALLOWS LEADER DOG TO UTILIZE VOLUNTEERS TO REACH OUT TO THE COMMUNITY PROVIDING EDUCATIONAL INFORMATION ABOUT GUIDE DOGS, LEADER DOG OPERATIONS, AND A SENSE ABOUT WHAT IT IS LIKE TO BE BLIND OR VISUALLY IMPAIRED. COMMUNITY OUTREACH IS CONDUCTED ACROSS THE COUNTRY BY VOLUNTEERS WHO ATTEND, SPEAK OR GIVE PRESENTATIONS BEFORE VARIOUS GROUPS IN SCHOOL, CORPORATE OR COMMUNITY CLUB SETTINGS. 449620 ORIENTATION & MOBILITY (O&M) TRAINING: THE FIRST SEVEN-DAY RESIDENTIAL O&M PROGRAM EMPOWERS PEOPLE BY PROVIDING THE SKILLS NEEDED TO TRAVEL SAFELY USING A WHITE CANE IN A MUCH SHORTER TIMEFRAME THAN TRADITIONAL O&M PROGRAMS. O&M TRAINING IS THE FIRST STEP TOWARD BECOMING AN INDEPENDENT TRAVELER.TRAINING FOCUSES ON CANE SKILLS AND MAINTAINING ORIENTATION WHILE TRAVELING. IT IS PROVIDED ON A 1:1 CLIENT-TO-INSTRUCTOR RATIO AND IS PERSONALIZED FOR EACH CLIENT'S INDIVIDUAL NEEDS AND CAPABILITIES.THE TRAINING IS PROVIDED FREE OF CHARGE TO ANYBODY WHO IS LEGALLY BLIND AND AT LEAST 16 YEARS OF AGE, REGARDLESS OF WHETHER OR NOT THEY PLAN TO EVENTUALLY TRAIN WITH A GUIDE DOG. 2610954 2610954 SUPPORT THE MISSION OF LEADER DOGS FOR THE BLIND FOUNDATION 2610954 2610954 13193335 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 12 0 1 189 1 1 1 0 0 0 0 1 1 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR AZ CA CO DE FL GA ID IL IN KS KY LA MA MD ME MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY CT IA HI X X LORENE SUIDAN CHIEF FINANCIAL OFFICER 2486519011 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 MARGARET DIMOND CHAIRMAN 1.00 X X 0 0 0 GREGORY GUIDICE VICE CHAIRMAN 1.00 X X 0 0 0 STEVE GUARINI TREASURER 1.00 X X 0 0 0 WILLIAM CARTY SECRETARY 1.00 X X 0 0 0 FRANKLIN CARMONA TRUSTEE 1.00 X 0 0 0 MICHAEL COX TRUSTEE THRU 2/2018 1.00 X 0 0 0 KATHRYN DAVIS TRUSTEE 1.00 X 0 0 0 PAUL EDWARDS TRUSTEE 1.00 X 0 0 0 HAROLD GARDNER TRUSTEE 1.00 X 0 0 0 KIM GORMAN TRUSTEE 1.00 X 0 0 0 MARK GUTHRIE TRUSTEE 1.00 X 0 0 0 PAUL HEMERYCK TRUSTEE 1.00 X 0 0 0 JOHN HEBERT TRUSTEE 1.00 X 0 0 0 MARILYN KELLY TRUSTEE 1.00 X 0 0 0 DANIEL MARKEY TRUSTEE 1.00 X 0 0 0 CURTIS NORENBERG TRUSTEE 1.00 X 0 0 0 KEVIN O'CALLAGHAN TRUSTEE 1.00 X 0 0 0 TOM O'MASTA TRUSTEE 1.00 X 0 0 0 PAUL PREKETES TRUSTEE 1.00 X 0 0 0 AVRIL RINN TRUSTEE 1.00 X 0 0 0 HENDRIK SCHUUR TRUSTEE 1.00 X 0 0 0 DOUGLAS WRIGHT TRUSTEE 1.00 X 0 0 0 PAUL TERANES TRUSTEE 1.00 X 0 0 0 SUSAN M DANIELS PRESIDENT/CEO 40.00 X 276346 0 38728 RODNEY HANELINE VP, CHIEF PROGRAM SERVICES 40.00 X 170041 0 18939 LORENE SUIDAN VP, CFO 40.00 X 149060 0 22555 DAVID SMITH DIRECTOR OF CANINE HEALTH 40.00 X 131374 0 14702 MELISSA WEISSE CHIEF PHILANTHROPY OFFICER 40.00 X 151158 0 20552 MELISSA PENA GALLIS CHIEF TALENT OFFICER 40.00 X 124857 0 14192 CHRIS BEARUP DIRECTOR FACILITIES 40.00 X 107320 0 19395 DAVID LOCKLIN DIRECTOR OF PROGRAMS 40.00 X 134762 0 21459 1244918 0 170522 8 0 1 0 GRIZZARD COMMUNICATIONS GROUP INC PO BOX 534215 ATLANTA GA 30353 DIRECT MAIL CAMPAIGN 498679 1 285468 2944331 12587745 237073 15817544 73007 73007 402323 26279 377223 46705 25100 -20426 4674 4674 83460 285468 66505 16955 16955 145949 72752 73197 73197 OTHER INCOME 900099 184087 87244 96843 QUALIFIED TRANSPORTATION FRINGE B 900099 7668 7668 191755 16177132 87244 177708 94636 2610954 2610954 653771 180582 473189 6891527 5199382 891529 800616 456015 347904 70165 37946 958315 765076 108642 84597 508212 387726 78196 42290 117055 86097 22188 8770 38425 38425 45771 45771 532246 191364 261330 79552 279731 152998 88230 38503 707640 555170 126764 25706 315839 256923 23987 34929 73735 73735 1333254 1124377 208877 226683 194497 24556 7630 CLIENT AND CANINE EXPEN 744195 738927 5268 DIRECT MAIL 491584 491584 SERVICE FEES 301768 78974 143967 78827 LIONS CLUB EXPENSES 119906 119906 28672 128743 -715008 614937 17435298 13193335 1850305 2391658 3104550 2585211 3340979 1625343 219463 209551 75242 70738 412175 504802 35299608 14172622 22084256 21126986 2678828 2665108 1777512 1786061 33693005 30573800 1275173 1372078 18020 44897 3300000 1400000 177029 184613 4770222 3001588 X 24277043 23210669 1269692 907194 3376048 3454349 28922783 27572212 33693005 30573800 X -1258166 -84737 -7668 X X 0 1 X 1 0 X 23118660 15120566 15981804 16188599 15817544 86227173 23118660 15120566 15981804 16188599 15817544 86227173 3443824 82783349 111374 83509 81189 72566 73007 421645 35844 76493 178720 291057 252062 197280 234753 281082 104199 1069376 88009251 0.94060 0.95160 X 2193327 5000 18769 30793 2186303 2268991 5000 -8801 71863 2193327 2185444 5000 154406 75859 2268991 2203327 5000 53718 76601 2185444 1609531 565092 98739 70035 2203327 0.96000 0.04000 0 0 419541 419541 30016899 10214919 19801980 2085084 1718561 366523 2778084 2239142 538942 21126986 OTHER ASSETS 60 CONSTRUCTION IN PROGRESS 326819 BENEFICIAL INTERESTS IN TRUSTS 1240855 LIFE INSURANCE 218327 1786061 GIFT ANNUITY LIABILITY 184613 184613 X 16094687 -84737 9960 -74777 16169464 7668 7668 16177132 17445258 9960 9960 17435298 0 17435298 PART V, LINE 4: THE ORGANIZATION USES ALL OF THE NET INVESTMENT INCOME FROM THE ENDOWMENT FUNDS FOR UNRESTRICTED PURPOSES, AS THE CASH FLOWS AND OTHER FINANCIAL REQUIREMENTS DICTATE. PART X, LINE 2: THE ORGANIZATION EVALUATES ANNUALLY UNCERTAIN INCOME TAX POSITIONS WHICH WOULD IMPACT ITS NONTAXABLE STATUS OR RESULT IN UNRELATED BUSINESS INCOME TAX, AND BELIEVES THERE ARE NO UNCERTAIN INCOME TAX POSITIONS OF SIGNIFICANCE THAT ARE REQUIRED TO BE RECORDED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: QUALIFIED TRANSPORTATION FRINGE BENEFITS 7,668. X X X X X X 1 GRIZZARD COMMUNICATIONS GROUP PO BOX 534215 ATLANTA GA 30353 DEVELOPED AND FULFILLED DIRECT MAIL CAMPAIGN 0 498679 45771 452908 498679 45771 452908 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DINNER IN THE DARK 285048 228968 56080 27730 12533 BARK AND BREW 83880 56500 27380 3494 22748 368928 285468 83460 31224 35281 66505 16955 SCHEDULE G, PART I, LINE 2B, COLUMN (V) IN ADDITION TO THE $45,771 PAID TO THE PROFESSIONAL FUNDRAISER FOR CONSULTING SERVICES, THE ORGANIZATION ALSO PAID THE GRIZZARD COMMUNICATIONS GROUP $491,584 FOR FUNDRAISING EXPENSES. THE AGREEMENT DISTINGUISHES PAYMENTS FOR PROFESSIONAL FUNDRAISING SERVICES FROM EXPENSE PAYMENTS AS FOLLOWS: THE AGREEMENT LISTS THE MONTHLY CONSULTING FEE FOR THE PERIOD OF THE CONTRACT. IT THEN LISTS THE ADDITIONAL SERVICES AND COSTS REQUIRED TO PRINT AND MAIL THE DIRECT MAILERS. THE AGREEMENT DESCRIBES HOW THESE COSTS WILL BE DETERMINED AND WHEN THEY ARE DUE AND PAYABLE TO THE FUNDRAISER. 1 LEADER DOGS FOR THE BLIND FOUNDATION 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 454529860 501(C)(3) 2600000 10954 FMV ADMIN SERVICES TO SUPPORT THE FOUNDATION'S MISSION. 1 PART I, LINE 2: THE FOUNDATION SHALL ANNUALLY NOTIFY THE PRESIDENT OF THE ORGANIZATION OF THE TYPE AND AMOUNT OF SUPPORT PROVIDED BY THE FOUNDATION TO THE ORGANIZATION DURING THE PREVIOUS YEAR. THE FOUNDATION IS ALSO REQUIRED TO PROVIDE A COPY OF ITS MOST RECENTLY FILED FORM 990 TO THE ORGANIZATION. X X X 0 0 0 0 0 0 0 0 0 SUSAN M DANIELS PRESIDENT/CEO 276346 0 0 0 0 0 13500 0 25228 0 315074 0 0 0 RODNEY HANELINE VP, CHIEF PROGRAM SERVICES 170041 0 0 0 0 0 8398 0 10541 0 188980 0 0 0 LORENE SUIDAN VP, CFO 149060 0 0 0 0 0 0 0 22555 0 171615 0 0 0 MELISSA WEISSE CHIEF PHILANTHROPY OFFICER 151158 0 0 0 0 0 7465 0 13087 0 171710 0 0 0 DAVID LOCKLIN DIRECTOR OF PROGRAMS 134762 0 0 0 0 0 0 0 21459 0 156221 0 0 0 X 14 85623 STOCK MARKET VALUE X DOG FOOD 3 88553 COST OF DONATED PROP X CANINE MEDICATIONS 1 62897 COST OF DONATED PROP 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES AN INVESTMENT BROKER TO PROCESS THE SALES OF SECURITIES AS SOON AS THEY HAVE BEEN DONATED TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY MANAGEMENT. IT IS THEN REVIEWED BY THE AUDIT COMMITTEE. THE RETURN IS THEN FORWARDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER ANNUALLY SIGNS A CONFLICT OF INTEREST POLICY AND STATEMENT OF UNDERSTANDING. THE ORGANIZATION RELIES UPON EACH BOARD MEMBER TO KEEP THEM INFORMED IF THEY HAVE ANY CONFLICTS OF INTEREST OR POTENTIAL CONFLICT OF INTEREST TRANSACTIONS WITH ANY DEPARTMENT OR PERSON WITHIN THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR SENIOR MANAGEMENT: AN INDEPENDENT PROFESSIONAL ORGANIZATION IS ENGAGED EVERY 3-5 YEARS TO BENCHMARK ALL SENIOR MANAGEMENT ROLES, INCLUDING THE CEO. THE MOST RECENT STUDY WAS PERFORMED IN 2015. THEIR RECOMMENDATIONS ARE THEN SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD, WHICH THEN PRESENT IT TO THE BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: QUALIFIED TRANSPORTATION FRINGE BENEFITS -7,668. FORM 990, PART XII, LINE 2C: THE PROCESS OF SELECTING AND OVERSEEING THE WORK OF THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR. LEADER DOGS FOR THE BLIND FOUNDATION 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 454529860 SUPPORT THE MISSION OF LEADER DOGS FOR THE BLIND MI 501(C)(3) LINE 12D, III-O 0 0 1 1 0 1 0 0 0 0 0 0 1 0 1 0 0 1 0 0 LEADER DOGS FOR THE BLIND FOUNDATION B 2600000 FMV LEADER DOGS FOR THE BLIND FOUNDATION C 2944331 FMV