2019-02-11T12:23:22-06:00 2018-06-30 231980475 Kreischer Miller 100 Witmer Road Suite 350 Horsham PA 190442369 990 2017-07-01 231370508 Associated Services for the Blind Inc ASSO 2156270600 919 Walnut Street Philadelphia PA 19107 Karla S McCaney President & CEO 2156270600 2019-01-31 1 Christopher M Pekula P00734965 2154414600 64.55.30.226 2019-01-31 15:09:58 ES P A784698B36C1CCCF720A42ED971C1A0062FE5F8A A784698B36C1CCCF720A42ED971C1A0062FE5F8A 2017 2019-02-21 02:37:17Z Karla S McCaney 919 Walnut Street Philadelphia PA 19107 8835774 0 X www.asb.org X 1984 PA Associated Services for the Blind and Visually Impaired (ASB) is a human services organization that acts as a liaison for those in the Philadelphia region facing blindness or a loss of vision. ASB fosters connections among the region's many diverse resources, working with partners to advance health and well-being, harness 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 independence through education, training, and resources, as well as community action and public engagement. ASB supports clients in setting and working toward their own individual goals for achieving the quality of life they desire. ASB's resources, experience, and expertise help clients facilitate their autonomy and community involvement. 12 12 48 75 0 0 907757 822601 1528273 1262996 1226934 1485360 -11652 -7661 3651312 3563296 21326 22798 0 0 2071268 2205388 0 0 257833 1625549 1176409 3718143 3404595 -66831 158701 30513186 31580916 304739 261137 30208447 31319779 X Associated Services for the Blind & Visually Impaired (ASB), a private non-profit organization, promotes self-esteem, independence and self-determination in people who are blind or visually impaired. ASB accomplishes this by providing support through education, training, and resources, as well as through community action and public education, serving as a voice and advocate for the rights of all people who are blind or visually impaired. ASB produces documents, forms, books, magazines, reports and various other materials to support and educate the blind community. ASB endeavors to support the scientific community involved in relevant research projects by identifying client candidate volunteers, client preparation and client adjustment training. 0 0 432823 22798 28355 ASB provided services & programming to promote independence and self-determination in individuals facing blindness or visual impairment. Services included skills training, social & recreational programming, and access to resources and external partners for additional assistance. ASB embarked on a strategic planning process to review and improve its human services programming. 1441901 1234641 ASB produced braille materials, large print, and custom audio for individuals and organizations on a local and national scale. Individuals demonstrating need received these materials at low or no cost. In fiscal year 2018, ASB produced over 11 million braille pages and 2,800 large print documents for the Library of Congress, local and national businesses, as well as custom materials for individuals. 322448 Provides services to assist those with blindness or visual impairment to improve their mobility, adapt their activities of daily living, and learn new skills to improve their independence. 2197172 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 48 1 0 0 0 0 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 Director 0.50 X 0 0 0 Joanne Malatesta-Davidoff Director 0.50 X 0 0 0 Francis R Grebe Esq Director 0.50 X 0 0 0 Sarah Johnson Director 0.50 X 0 0 0 William Jordan Director 0.50 X 0 0 0 Robert Jefferson Director 0.50 X 0 0 0 Patricia C Johnson Former CEO & President 35.00 X 253090 0 26780 Karla S McCaney CEO & President 35.00 X 55385 0 0 308475 0 26780 1 0 1 0 0 74210 349110 399281 822601 Braille Production 323100 1234641 1234641 Fees for Services 561000 28355 28355 1262996 627119 627119 899 0 899 899 899 6089906 5231665 858241 858241 858241 23674 74210 40813 -17139 -17139 Miscellaneous 900099 8579 8579 8579 3563296 1262996 0 1477699 22798 22798 335255 167628 167627 1354042 919098 297927 137017 57410 42960 7475 6975 324120 264160 42387 17573 134561 83936 40711 9914 6596 6596 38290 2500 35790 99465 99465 285044 110342 119050 55652 1905 1905 41558 25042 10681 5835 28854 20430 8424 119780 70270 47871 1639 17672 15520 2130 22 7807 4241 3566 735 735 37121 35903 1218 23241 775 22466 Braille Production 301804 301804 Equipment rental 49422 35564 5704 8154 Freight and Shipping Su 43986 43116 861 9 Maintenance and Repairs 26381 21674 2812 1895 46748 29106 14823 2819 3404595 2197172 949590 257833 157272 136241 647711 971947 350663 367079 330658 190717 69262 64105 1011527 926197 41341 85330 27377732 28139814 1538547 1625683 30513186 31580916 304739 261137 304739 261137 X 26259370 27254172 220148 168514 3728929 3897093 30208447 31319779 30513186 31580916 158701 952631 0 X X 0 1 X 1 0 X 650209 666976 884167 907757 822601 3931710 650209 666976 884167 907757 822601 3931710 246482 3685228 786813 878527 849530 542221 628018 3685109 10493 9127 10392 9404 8579 47995 7664814 7462258 0.48080 0.45240 X 37652 37652 2340899 2378551 268928 67232 0 0 329135 336627 274621 268928 1209311 1813967 37525 37651 37543 37652 150371 82284 84157 68655 67232 302328 453492 3728929 100 171530 3466 3897093 3352558 379485 3114 3728929 3520734 100 -165274 3002 3352558 3517067 6812 3145 3520734 3045351 50 474523 2857 3517067 1.00000 0 0 995240 921087 74153 16287 5110 11177 85330 Alternative Investments 1624946 F mortgage-backed Securities 737 F 1625683 X 4823348 952631 307421 1260052 3563296 0 3563296 3712016 307421 307421 3404595 0 3404595 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 conducted during the fiscal years ended June 30, 2018 and 2017. 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 2014. 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. Louis Braille Awards Luncheon 69616 54496 15120 17141 5631 Vision Cup-Golf Tournament 28268 19714 8554 750 10035 3262 1 3994 97884 74210 23674 750 31170 8893 40813 -17139 1 Adaptive aids 46 17616 Fair market value Items included assistive technology devices, talking watches, money & color identifiers, alarm clocks, cassette recorders, scanners, and other adaptive aids. Event 1 5182 Fair market value Hosted the fourth annual client summer enchantment lunch and dance Part I, Line 2: The Philadelphia Lighthouse for the Blind (PLOTB) is an Endowment Fund which was 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 is able to provide limited funding to persons who are blind or visually impaired to help fulfill specific personal needs such as; acquiring adaptive aids, assistive technology devices, or offsetting costs associated with certain recreational activities. A Committee meets on a bi-monthly 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 a 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 Patricia C Johnson Former CEO & President 159593 0 27212 0 66285 0 9358 0 17422 0 279870 0 0 0 Part I, Line 4a Patricia C. Johnson, Former President & CEO: One year severance agreement - $156,991 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 XII, Line 2C No change from prior year.