2019-08-27T16:03:25-05:00 2018-12-31 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2018-01-01 951690983 ABILITYFIRST ABIL 6263961010 1300 EAST GREEN STREET PASADENA CA 911062606 SONHUI ROBILOTTA CFO 6263961010 2019-07-31 1 LIZBETH G NEVAREZ P01399868 3108731600 38.186.35.254 2019-07-31 14:59:32 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1E5C2E37194314C3A47C760AEAFDC059525B6175 2018 2019-02-21 02:37:17Z LORI E GANGEMI 1300 EAST GREEN STREET PASADENA CA 911062606 18470643 0 X WWW.ABILITYFIRST.ORG X 1926 CA HELP CHILDREN AND ADULTS WITH PHYSICAL & DEVELOPMENTAL DISABILITIES. 19 19 716 1550 455270 0 15428630 3520691 9780639 10245505 1314982 1565745 257645 319763 26781896 15651704 0 0 0 0 11381539 12279562 0 0 689400 4630806 4530689 16012345 16810251 10769551 -1158547 76127285 70205222 1519926 1510450 74607359 68694772 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 7283604 6233125 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. IN OUR BUSINESS AND EMPLOYMENT CENTERS, 139 ADULTS RECEIVED PRE-EMPLOYMENT TRAINING BY WORKING IN OUR PACKAGING AND FULFILLMENT SERVICES. ABILITYFIRST ALSO OPERATES TWO RESIDENTIAL FACILITIES SERVING 15 ADULTS. 4420292 3597487 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 50 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. 1537452 414893 CAMP PAIVIKACAMP PAIVIKA IS LOCATED IN THE SAN BERNARDINO MOUNTAINS AND OFFERED OVERNIGHT SUMMER CAMPS FOR OVER 500 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. 13241348 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 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 59 0 1 716 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X SONHUI ROBILOTTA 6263167903 1300 EAST GREEN STREET PASADENA CA 911062606 HARLAN THOMPSON CHAIR 1.00 0.00 X X 0 0 0 RAY C CHERRY VICE CHAIR 1.00 0.00 X X 0 0 0 WENDY LEES TREASURER 1.00 0.00 X X 0 0 0 MIKE DOKMANOVICH SECRETARY 1.00 0.00 X X 0 0 0 KATHRYN SANDERS PLATNICK DIRECTOR 1.00 0.00 X 0 0 0 STEVE BROCKMEYER DIRECTOR 1.00 0.00 X 0 0 0 WILL CRAIG DIRECTOR 1.00 0.00 X 0 0 0 DIANE DANIS 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 MARGARET HERMAN 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 RANDALL REPP DIRECTOR 1.00 0.00 X 0 0 0 ARTHUR ROTHBERG DIRECTOR 1.00 0.00 X 0 0 0 DAVID SAETA DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA VICK DIRECTOR 1.00 0.00 X 0 0 0 STUART HEMPHILL DIRECTOR (RESIGNED MAR 2018) 1.00 0.00 X 0 0 0 MARIA FRENCH PHD DIRECTOR (RESIGNED JUN 2018) 1.00 0.00 X 0 0 0 JAY R HENNEBERRY DIRECTOR (RESIGNED DEC 2018) 1.00 0.00 X 0 0 0 MORDENA MOORE DIRECTOR (RESIGNED DEC 2018) 1.00 0.00 X 0 0 0 LORI GANGEMI CHIEF EXECUTIVE OFFICER 40.00 0.00 X 323147 0 10300 KERI CASTANEDA CHIEF PROGRAM OFFICER 40.00 0.00 X 152839 0 9906 SONHUI ROBILOTTA CHIEF FINANCIAL OFFICER 40.00 0.00 X 177926 0 5677 JOSH CHAN CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 136767 0 9816 REBECCA HAUSLING SENIOR DIRECTOR OF COMMUNICATIONS 40.00 0.00 X 109851 0 5017 900530 0 40716 5 0 1 0 0 1234841 15175 2270675 76339 3520691 COMMUNITY CENTERS FEES 900099 6233125 6233125 COMMUNITY PROGRAMS FEES 900099 3597487 3597487 CAMPING SERVICE FEES 900099 414893 414893 10245505 1578530 1578530 469432 0 469432 469432 461376 8056 2576246 5235 2573747 20519 2499 -15284 -12785 -12785 31005 1234841 195833 -164828 -164828 18850 9912 8938 8938 12822 18928 -6106 -6106 OTHER INCOME 900099 12327 12327 12327 15651704 10245505 455270 1430238 826378 649446 135134 41798 9380897 7338901 1559434 482562 233571 202033 24176 7362 1110312 960389 114926 34997 728404 579800 110903 37701 10817 10817 45410 45410 52355 52355 123876 23627 93475 6774 32392 15535 14782 2075 280407 197657 64746 18004 106720 23476 67716 15528 1307966 1099236 208082 648 392353 337993 50446 3914 27749 10994 10095 6660 757893 623510 134383 283209 238014 45055 140 PROGRAM SUPPLIES 419518 419518 OTHER PERSONNEL COSTS 187362 130196 49480 7686 EQUIP. LEASE & MAINT. 168883 142806 26077 0 CONTRACT MATERIALS 98893 98893 0 0 234886 149324 62011 23551 16810251 13241348 2879503 689400 609311 796384 545115 469163 1285762 1273097 83294 28932 52566 83589 24235819 11407868 13068147 12827951 55235902 49725774 5247188 5000332 76127285 70205222 1333936 1392751 94324 84352 91666 33347 1519926 1510450 X 54175739 49827660 2857240 1567841 17574380 17299271 74607359 68694772 76127285 70205222 X -1158547 -4401402 -352638 X 0 1 X 1 0 X 3371456 1662820 3510814 3113630 3520691 15179411 3371456 1662820 3510814 3113630 3520691 15179411 3349139 11830272 1121653 580907 1174456 1345037 1584736 5806789 20171 30950 13525 8172 8938 81756 5500 28505 78068 24988 12327 149388 21217344 43051076 0.55760 0.65590 X 14767145 -859763 452225 13455157 1916822 12000000 975323 125000 14767145 1870967 131700 85845 1916822 1943546 -22478 50101 1870967 1938649 56305 51408 1943546 0.00000 0.98320 0.01680 0 0 1102570 1102570 18302467 7982412 10320055 346767 253097 93670 4330424 3172359 1158065 153591 153591 12827951 SECURITY AND INSURANCE DEPOSITS 53486 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 4070529 BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS 876317 5000332 OBLIGATIONS UNDER CAPITAL LEASES 33347 33347 10970019 -4401402 -227928 -4629330 15599349 52355 52355 15651704 16882606 124710 124710 16757896 52355 52355 16810251 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 XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 18,928. CHANGE IN VALUE - BENEFICIAL INT. IN CHARITABLE REMAINDER TRUSTS 28,255. CHANGE IN VALUE - BENEFICIAL INTEREST IN PERPETUAL TRUSTS -275,111. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 18,928. UNCOLLECTIBLE A/R & PLEDGES 105,782. STROLL & ROLL 965228 965228 23180 16700 7888 3805 69848 FESTIVAL OF FALL 209777 191057 18720 4226 13111 1080 9949 24506 2 90841 78556 12285 439 1000 13145 6956 0 1265846 1234841 31005 27845 30811 22113 20710 94354 195833 -164828 18850 599 9313 1 0.90000 18850 599 9313 9912 8938 CA 1 0 0 0 1.00000 SONHUI ROBILOTTA 1300 E GREEN STREET PASADENA CA 91106 0 MAYRA ALCALA 550 MANAGE TICKET SALES AND DRAWINGS X 1 16965 X X X X 0 0 0 0 0 0 0 1 0 LORI GANGEMI CHIEF EXECUTIVE OFFICER 301624 0 20811 0 712 0 4423 0 5877 0 333447 0 0 0 KERI CASTANEDA CHIEF PROGRAM OFFICER 142393 0 10446 0 0 0 4423 0 5483 0 162745 0 0 0 SONHUI ROBILOTTA CHIEF FINANCIAL OFFICER 171172 0 6754 0 0 0 4423 0 1254 0 183603 0 0 0 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 4 2068 NET PROCEEDS FROM SALES X 2 31588 FMV X 4 12968 FMV X PROGRAM SUPPLIES 14 15776 FMV X RAFFLED ITEMS 18 9912 FMV X FURNITURE & FIXTURES 1 4027 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, HARLAN THOMPSON 2. VICE CHAIR, RAY C. CHERRY 3. SECRETARY, KATHRYN SANDERS PLATNICK 4. TREASURER, WENDY LEES 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. 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 -275,111. CHANGE IN VALUE - BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 28,255. UNCOLLECTIBLE A/R & PLEDGES -105,782.