2019-05-06T14:57:07-05:00 2018-09-30 592445709 MYERS BRETTHOLTZ & COMPANY PA 12671 WHITEHALL DR FORT MYERS FL 339073626 990 2017-10-01 590968911 LARC INC LARC 2570 HANSON ST FORT MYERS FL 33901 KEVIN LEWIS EXECUTIVE DIRECTOR 2393346285 2019-04-26 true STEVEN M BRETTHOLTZ CPA P00284985 2399395775 2019-05-06 67.129.9.146 2019-05-06 14:57:07 CD P 5982A7AFAC5FE1827FEB3AFFCAA57849987DD82B 5982A7AFAC5FE1827FEB3AFFCAA57849987DD82B 2017 2019-02-21 02:37:17Z KEVIN LEWIS 2856108 false X WWW.LARCLEECOUNTY.ORG X 1954 FL TRAINING AND INSTRUCTION OF DEVELOPMENTALLY DISABLED CITIZENS 12 12 169 536 0 2305859 2341720 211124 221567 163 1694 135041 215191 2652187 2780172 0 0 1927747 1928846 0 116622 692175 759981 2619922 2688827 32265 91345 2113827 2255634 172152 222614 1941675 2033020 X PROMOTE AND PROVIDE COMMUNITY BASED SUPPORT SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES false false 1185189 221567 ADULT DAY TRAINING PROGRAM - SEE SCHEDULE O FOR MORE INFORMATION ON THIS PROGRAM. 571601 COMMUNITY SUPPORT SERVICES PROGRAM - SEE SCHEDULE O FOR MORE INFORMATION ON THIS PROGRAM. 626026 RESIDENTIAL GROUP HOMES PROGRAM - SEE SCHEDULE O FOR MORE INFORMATION ON THIS PROGRAM. 2382816 true true false false false false false false false false true false false false true false false true false false false false false false true false false false false false false false false false false false false false true false false false false true true true false false true 3 0 169 true false false false false false false false false false false false false X 12 12 false false false false true true false true true false false true true true true true true true false false FL X VICKY WILSON 2393346285 2570 HANSON ST FORT MYERS FL 33901 LINDA RAND PRESIDENT 0.40 0.10 X X 0 0 0 BLAKE HAMPTON VICE PRESIDE 0.40 0.10 X X 0 0 0 GORDON B DAVIS TREASURER 0.40 0.10 X X 0 0 0 CHARLOTTE SANTIAGO SECRETARY 0.40 0.10 X X 0 0 0 MILAM ROSS WEBB BOARD MEMBER 0.40 0.10 X 0 0 0 PETER D'ALESSANDRO PAST PRESIDE 0.40 0.10 X X 0 0 0 LORRAINE BARKER BOARD MEMBER 0.40 0.10 X 0 0 0 DAVE PLONSKI BOARD MEMBER 0.40 0.10 X 0 0 0 RON CAMPBELL BOARD MEMBER 0.40 0.10 X 0 0 0 STEPHEN MCBANE BOARD MEMBER 0.40 0.10 X 0 0 0 IAN KEITH BOARD MEMBER 0.40 0.10 X 0 0 0 AUSTIN CLINTON BOARD MEMBER 0.40 0.10 X 0 0 0 KEVIN LEWIS EXECUTIVE DI 40.00 0.10 X 99368 0 0 99368 false false false 252125 2435 1965548 121612 47891 2341720 CLIENT FEES 624100 132128 132128 PROJECTS 624100 89439 89439 221567 1694 1694 10653 10653 59900 2938 56962 56962 135006 62345 72661 72661 OTHER 624100 85568 85568 85568 2780172 294228 144224 110000 88000 22000 1532354 1450904 24408 57042 165020 164820 106 94 121472 112512 4480 4480 26506 13355 12985 166 10754 8113 739 1902 60265 27162 32898 205 211322 190226 20613 483 33506 31148 2158 200 9350 9286 64 56433 44296 11869 268 192057 169324 18915 3818 OTHER 66677 11738 7039 47900 AGENCY VEHICLE 22498 22498 DUES 21893 21893 SPECIAL ACTIVITIES 16109 16109 32611 32611 2688827 2382816 189389 116622 1107 1107 973079 1067997 291686 250990 54015 52720 24176 24030 9805 20726 2380303 1546205 755993 834098 2756 2756 1210 1210 2113827 2255634 172152 126352 96262 172152 222614 X 1874694 1966716 66981 66304 1941675 2033020 2113827 2255634 91345 X false true X true false X 1907611 2117982 3093210 2305859 2341720 11766382 1907611 2117982 3093210 2305859 2341720 11766382 479535 11286847 71 91 145 163 1694 2164 7776 6526 7036 14635 145468 181441 11949987 1528222 0.94450 0.95300 X PART II, LINE 10 MISCELLANEOUS INCOME 181,441 20272 221402 241674 1694618 1148118 546500 6910 3146 3764 426268 384980 41288 10833 9961 872 834098 DEFERRED LOAN 96262 96262 3109028 266511 62345 328856 2780172 2780172 3017683 266511 62345 328856 2688827 2688827 SCHEDULE D, PAGE 4, PART XI, LINE 2D COST OF SALES - WORK SHOP 62,345 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF SALES - WORK SHOP 62,345 VARIOUS EVENTS 59900 59900 2938 59900 59900 2938 2938 56962 X MULTIPLE ITEM 47891 MARKET VALUE DONATIONS false false false FORM 990, PART III LINE 4A: DESCRIPTION OF PROGRAM SERVICE - ADULT DAY TRAINING LARC'S ADULT DAY TRAINING (ADT) PROGRAMMING PROVIDES A VARIETY OF LIFE SKILLS FOR PARTICIPANTS CONTINGENT UPON THEIR INDIVIDUALIZED NEEDS, ABILITIES AND PREFERENCES. SERVICE INTENSITY CAN VARY FROM MODERATE TO INTENSE WITH APPROPRIATE STAFF/CLIENT RATIOS ESTABLISHED BY STATE GUIDELINES FOR EACH POPULATION'S NEEDS. SERVICES CAN RANGE FROM ACTIVITIES OF DAILY LIVING, SOCIALIZATION, FUNCTIONAL, VOCATIONAL AND RECREATIONAL SKILLS. ADT SERVICES AIM TO PROMOTE INDIVIDUALIZED LEARNING OPPORTUNITIES BASED ON THE NEEDS AND PREFERENCES OF THE INDIVIDUAL BEING SERVED. THE INTENSITY OF SERVICES AND STAFFING IS ESTABLISHED BY THE AGENCY FOR PERSONS WITH DISABILITIES AND THE INDIVIDUALS WAIVER SUPPORT COORDINATOR PARTICIPATES IN THE DEVELOPMENT OF THE SERVICE PLANS. LARC STAFF PROVIDE CASE MANAGEMENT, BEHAVIORAL COUNSELING, EDUCATIONAL OPPORTUNITIES AND SUPPORTS TO AID INDIVIDUALS IN ATTAINING THEIR PERSONAL GOALS ESTABLISHED FOR THEMSELVES. EXAMPLES OF ACTIVITIES CAN INCLUDE A RANGE FROM SKILLS OF DAILY LIVING (BATHING, TOILETING, FEEDING, GROOMING, ETC), INCLUSION ACTIVITIES (SOCIAL, COMMUNITY AND SAFETY SKILLS TRAINING), MONEY MANAGEMENT, BEHAVIORAL TRAINING, FINE AND GROSS MOTOR SKILLS TRAINING AND PRACTICE, SENSORY STIMULATION, RECREATION AND LEISURE SKILLS TRAINING AND PRACTICE AND MAY INCLUDE VOCATIONAL SKILLS TRAINING. VOCATIONAL SKILLS TRAINING CAN INCLUDE JANITORIAL WORK EXPERIENCE BOTH ON AND OFF CAMPUS, WORKSHOP RELATED TASKS (COLLATING, PACKING AND ASSEMBLING, BULK MAILING, ASSEMBLING MARKETING MATERIALS, ETC) AND WOODSHOP ACTIVITIES (CREATING AND BUILDING WOOD PRODUCTS INCLUDING PALLETS, SURVEY/GRADE STAKES, TRELLISES, VENT BOARDS AND PICNIC TABLES ARE EXAMPLES). VOCATIONAL TRAINING FOCUSES ON DEVELOPMENT OF JOB SKILLS, SAFETY SKILLS, EFFECTIVE WORKPLACE COMMUNICATION AND PROBLEM SOLVING WORKPLACE ETHICS, PRODUCT QUALITY TRAINING AND MAY ASSIST AN INDIVIDUAL WHO WISHES TO MOVE INTO INTEGRATED EMPLOYMENT IN THE COMMUNITY AS ONE OF THEIR GOALS. ADT SERVICES AIM TO HELP ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO ACHIEVE THEIR GOALS IN TERMS OF SKILL DEVELOPMENT AND INDEPENDENCE WITH THE SERVICES PROVIDED, AND CONTINUALLY IS REFINING SERVICES AND ACTIVITIES TO BEST RESPOND TO PARTICIPANT NEEDS. SYSTEMICALLY ONE OF THE MAJOR REASONS THE STATE PROVIDES FUNDING FOR THESE SERVICES IS TO REDUCE THE COST OF INSTITUTIONALIZATION, COMMUNITY BASED SERVICES ARE BOTH MORE COST-EFFECTIVE AND PERSON-EFFECTIVE. FROM OCTOBER 1, 2017 TO SEPTEMBER 30TH, 2018 THE OBJECTIVE WAS THAT 95% OF PARTICIPANTS WOULD DEMONSTRATE MEASURABLE PROGRESS ON THEIR INDIVIDUAL PROGRAM PLAN (IPP) GOALS AS INDICATED BY A PERFORMANCE REVIEW WITH CHOICES OF: NONE, MINIMAL, MODERATE EXCELLENT OR MAXIMUM. FOR THIS TIME PERIOD 142 OF 145 PARTICIPANTS MEASURED DEMONSTRATED PROGRESS RESULTING IN AN OVERALL PERFORMANCE OF 98% SUCCESSFUL (TARGET WAS 95%). AS STATED EARLIER THESE SERVICES COMBINE INDIVIDUAL GROWTH AND SKILL DEVELOPMENT ALONG WITH REDUCED COSTS FOR CARE - THE ADT PROGRAM SERVED 157 UNDUPLICATED PEOPLE DURING THE TIME PERIOD MEASURED. LINE 4B: DESCRIPTION OF PROGRAM SERVICE - COMMUNITY SUPPORT SERVICES COMMUNITY SUPPORT SERVICES (CSS) PROVIDES TRAINING AND SUPPORTS TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHILE THEY ARE IN COMMUNITY SETTINGS, AND OFTEN IS A KEY INGREDIENT IN THEIR ABILITY TO SUCCEED IN THE COMMUNITY. SERVICES INCLUDE TRAINING TO ASSIST PARTICIPANTS IN LEARNING HOW TO ACCESS THE COMMUNITY AND ITS VARIED RESOURCES, TO MANAGE THEIR FINANCIAL RESOURCES AND THEIR ACTIVITIES OF DAILY LIVING, TO MAXIMIZE THEIR ABILITY TO LIVE AS INDEPENDENTLY AS THEY DESIRE AND ARE CAPABLE OF, AND TO HELP THEM SEEK EMPLOYMENT AND WAGES WHEN DESIRED. THE AIM IS TO ASSIST THEM IN LIVING SUCCESSFULLY WITH THE LEAST AMOUNT OF SUPPORTS AND SERVICES, THUS INCREASING THEIR INDEPENDENCE AND REDUCING THE COSTS TO GOVERNMENT FOR MORE EXPENSIVE/INTENSIVE SERVICES THAT AREN'T WARRANTED BASED ON THEIR ABILITIES AND SUPPORTS AVAILABLE. A PARTIAL LISTING OF ACTIVITIES INCLUDES TRAINING IN HOW TO ACCESS COMMUNITY TRANSPORTATION AND OTHER RESOURCES, SUPPORT WITH BANKING, MEDICAL, GROCERY SHOPPING, MENU PLANNING, HEALTH SERVICES AND APPROPRIATE COMMUNITY SAFETY TRAINING. HOME BASED TRAINING MAY INCLUDE FOOD HANDLING AND FOOD SAFETY (INCLUDING SPECIAL DIETARY NEEDS WHICH ARE INDIVIDUALIZED), CLEANING, PERSONAL HYGIENE, DAILY MANAGEMENT OF PERSONAL HEALTH (MAY INCLUDE MEDICATION MANAGEMENT AND ADMINISTRATION), BUDGETING, LAUNDRY, AND THE MYRIAD OTHER ACTIVITIES WE ALL PARTAKE IN ROUTINELY. EMPLOYMENT SUPPORTS MAY INCLUDE DETERMINING AREAS OF INTERESTS AND SKILLS, DEVELOPING RESUMES AND PREPARING JOB APPLICATIONS, DEVELOPING AND PRACTICING INTERVIEW SKILLS, TEACHING APPROPRIATE ATTIRE FOR APPLICANTS, ASSISTING APPLICANTS WITH SPECIFIC REQUIREMENTS FOR EMPLOYERS (EXAMPLES INCLUDE DRUG SCREENS, BACKGROUND CHECKS, ETC), ASSISTING WITH INTERVIEWS, HELPING LEARN SPECIFIC JOB SKILLS THAT A POSITION MAY REQUIRE, SUPPORTING ONGOING COMMUNICATION WITH COMPANIES/POTENTIAL EMPLOYERS, BUS/TRANSPORTATION PLANNING AND PRACTICE, WORK ETHICS, AND APPROPRIATE WORKPLACE BEHAVIORS. OTHER TASKS MAY INCLUDE "JOB CARVING" WITH EMPLOYERS TO HELP DEVELOP POSITIONS FOR CANDIDATES, JOB "ENCLAVES" THAT ENTAIL GROUPS OF EMPLOYEES TO WORK AS A GROUP IN THE COMMUNITY (BONITA SPRINGS OFFERS AN ENCLAVE OPPORTUNITY WITH A CONTRACT WITH THE CITY OF BONITA SPRINGS). ON THE JOB TRAINING (OJT) CAN ASSIST INDIVIDUALS IN DEVELOPING TRANSFERABLE WORK SKILLS AND EXPERIENCES TO ASSIST IN GAINING COMPETITIVE EMPLOYMENT IN COMMUNITY SETTINGS. OJT PARTICIPANTS WILL EARN MONEY AS PART OF THEIR TRAINING, AND TRAINING PERIODS CAN RANGE FROM 3-6 MONTHS IN MOST INSTANCES. ALL ACTIVITIES IN CSS INVOLVE INDIVIDUALIZED TRAINING SPECIFIC TO EACH PARTICIPANTS GOALS SET AS PART OF THEIR PLANNING PROCESS. THE OVERALL GOAL OF CSS ARE TO HELP INDIVIDUALS BE SUCCESSFUL IN THE COMMUNITY THUS REDUCING THE LIKELIHOOD OF MORE COSTLY INSTITUTIONAL OR RESIDENTIAL SERVICES BEING REQUIRED. FROM OCTOBER 1, 2017 THROUGH SEPTEMBER 30TH, 2018 PARTICIPANTS WERE MEASURED ON THEIR PROGRESS MADE ON GOALS FROM THEIR INDIVIDUAL PERFORMANCE PLAN (IPP) USING THE RATING SYSTEM AS FOLLOWS: NONE, MINIMAL, MODERATE, EXCELLENT OR MAXIMUM. FOR THE OCTOBER, 1, 2017 TO SEPTEMBER 30TH, 2018 TIME PERIOD 74 OF 86 PARTICIPANTS MEASURED DEMONSTRATED PROGRESS FOR AN OVERALL PERFORMANCE OF 86%, EXCEEDING THE GOAL OF 80%. THESE MAY INCLUDE THE SHORT AND LONG-TERM GOALS FROM PARTICIPANT'S PERFORMANCE PLANS. THE CSS PROGRAMMING SERVED 177 UNDUPLICATED INDIVIDUALS DURING THIS SAME TIME PERIOD. LINE 4C: DESCRIPTION OF PROGRAM SERVICE - RESIDENTIAL GROUP HOMES RESIDENTS OF GROUP HOMES RECEIVE ROOM AND BOARD, ARE TAUGHT SELF-CARE AND DAILY LIVING SKILLS (EX. COOKING/CLEANING/LAUNDRY/MENU PLANNING/ETC) AS PART OF THEIR EXPERIENCE. ACTIVITIES MAY INCLUDE TRAINING IN THE SKILLS OF DAILY LIVING, SECURING THE HOME, MONEY MANAGEMENT, PERSONAL SAFETY, RESPONDING TO EMERGENCIES AND CRISIS SITUATIONS, SELF-MEDICATION WITH OR WITHOUT SUPERVISION, PERSONAL HYGIENE SKILLS AND PRACTICES, YARD WORK SKILLS, HEALTHY DIETARY CHOICES, CLOTHING CARE AND MAINTENANCE, AND MAXIMIZING THEIR SELF-CARE SKILLS. ESSENTIALLY RESIDENTS GET TO PARTICIPATE IN ALL OF THE ROUTINE ACTIVITIES REQUIRED TO LIVE IN THE COMMUNITY. SOME PARTICIPANTS MAY DEVELOP SKILLS AND SELF-MANAGEMENT CAPACITY TO A DEGREE THAT THEY CAN MOVE INTO MORE INDEPENDENT LIVING OVER TIME. EMPHASIS IS PLACED ON PERSONAL CHOICE, EMPOWERMENT, COMMUNITY INCLUSION AND INDIVIDUALIZED GOAL SETTING AS PART OF RESIDENTIAL GROUP HOME EXPERIENCES. PROVIDING THESE SERVICES IN A COMMUNITY, GROUP HOME SETTING IS MUCH LESS COSTLY THAN IN INSTITUTIONAL SETTINGS AND ALSO HAS A MUCH MORE POSITIVE IMPACT ON PARTICIPANTS. THE AIM IS THAT 95% OF PARTICIPATING RESIDENTS WILL DEMONSTRATE PROGRESS ON ONE OR MORE GOALS ON THEIR INDIVIDUAL PROGRAM PLAN (IPP) BY THE FOLLOWING PROGRESS MEASURES: NONE, MINIMAL, MODERATE, EXCELLENT OR MAXIMUM. OF THE 12 RESIDENTS WHO WERE MEASURED DURING THIS TIME PERIOD COVERED BY THIS REPORT (OCTOBER 1, 2017 - SEPTEMBER 30, 2018) 11 ACHIEVED THE OBJECTIVE OF DEMONSTRATING PROGRESS FOR 92% ACHIEVEMENT. THE PROGRAM SERVED 12 UNDUPLICATED INDIVIDUALS DURING THIS TIME PERIOD. FORM 990, PAGE 6, PART VI, LINE 6 MEMBERSHIP MAY BE ON EITHER AN INDIVIDUAL OR FAMILY BASIS. FORM 990, PAGE 6, PART VI, LINE 7A A MEMBER SHALL BE ELIGIBLE TO HOLD OFFICE AND VOTE ON ALL QUESTIONS AT GENERAL MEMBERSHIP MEETINGS. AN INDIVIDUAL MEMBER HAS ONE VOTE AND MAY HOLD AN OFFICE. A FAMILY MEMBERSHIP ENTITLES THE FAMILY TO A MAXIMUM OF TWO VOTES AND TWO MEMBERS OF THE FAMILY MAY HOLD OFFICE. FORM 990, PAGE 6, PART VI, LINE 11B A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ARE ASKED TO DISCLOSE CONFLICTS OF INTEREST AT BOARD MEETINGS. CONFLICTS OF INTEREST SHALL BE DECLARED AT THE TIME THEY OCCUR OR HAVE THE POTENTIAL OF OCCURING. AFTER DECLARING A CONFLICT OF INTEREST, A MEMBER MAY PARTICIPATE IN DISCUSSION OF THE MATTER AT HAND AND WILL ABSTAIN FROM VOTING ON THE MATTER. FORM 990, PAGE 6, PART VI, LINE 15A EXECUTIVE DIRECTOR COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 COST OF SALES - WORK SHOP 62,345 COST OF SALES - WORK SHOP -62,345 LARC FOUNDATION INC 2570 HANSON ST FORT MYERS FL 33901 650111745 SUPPORT FL 501C3 12A N/A true false false false false true false false false false false false true false true false false true false false LARC FOUNDATION Q 323 COST ALLOCATION