2018-07-09T13:11:40-05:00 2017-08-31 410746749 CLIFTONLARSONALLEN LLP 801 CHERRY STREET SUITE 1400 FORT WORTH TX 76102 990 2016-09-01 751008422 CITIZENS DEVELOPMENT CENTER CITI 2146372911 8800 AMBASSADOR ROW DALLAS TX 75247 TIMOTHY ALLEN EXECUTIVE DIRECTOR 2146372911 2018-07-06 1 MICHAELA J CROMAR CPA P00895728 8178775000 2018-06-25 2016 2022-09-23 18:48:47Z ACHIEVE A PLACE TO GROW TIMOTHY ALLEN 8800 AMBASSADOR ROW DALLAS TX 75247 2365102 0 X HTTP://ACHIEVEDFW.ORG/ X 1951 TX EMPOWERING INDIVIDUALS WITH DISABILITIES TO ACHIEVE THEIR HIGHEST LEVEL OF INDEPENDENCE. 11 11 270 580 0 0 521036 489264 1485434 1835400 0 18 11822 -22948 2018292 2301734 0 0 0 0 1632688 1711564 0 0 113291 378975 521011 2011663 2232575 6629 69159 1225877 1294986 120499 120449 1105378 1174537 X CITIZENS DEVELOPMENT CENTER EMPOWERS MEN AND WOMEN WITH DISABILITIES TO ACHIEVE THEIR HIGHEST LEVEL OF EMPLOYMENT, AND ULTIMATELY THEIR HIGHEST LEVEL OF INDEPENDENCE. PROGRAMS INCLUDE VOCATIONAL TRAINING AND EMPLOYMENT PLACEMENT SERVICES. 0 0 1485864 1634457 ACHIEVE'S WORK CENTER PROGRAM PROVIDES VOCATIONAL TRAINING, LIFE SKILLS INSTRUCTION, AND PAID WORK OPPORTUNITIES TO INDIVIDUALS WITH SEVERE DISABILITIES SO THEY CAN DEVELOP ESSENTIAL WORK AND SOFT SKILLS AND BE SUCCESSFUL IN THEIR MOST INDEPENDENT WORK ENVIRONMENT. SOFT SKILLS TRAINING IS PROVIDED THROUGHOUT THE DAY USING POSITIVE REINFORCEMENT, INSTRUCTION, GUIDANCE, AND ROLE-PLAY. CLASSROOM INSTRUCTION IS ALSO PROVIDED TO REINFORCE SKILLS LEARNED DURING WORK TRAINING AND TEACH NEW LIFE AND SOFT SKILLS. TOPICS INCLUDE SAFETY, COMMUNICATION, SOCIALIZATION, AND WORK-READINESS. SOCIAL ACTIVITIES, SUCH AS PARTIES, ARE SCHEDULED TO FURTHER DEVELOP INTERPERSONAL SKILLS. AS EACH ACHIEVER HAS UNIQUE OBSTACLES TO EMPLOYMENT, INDIVIDUALIZED GOALS ARE IDENTIFIED USING A PERSON-CENTERED PLANNING MODEL. A SUBCOMPONENT OF THIS PROGRAM, ENHANCED DAY HABILITATION, PROVIDES ADDITIONAL LIFE SKILLS INSTRUCTIONS FOR INDIVIDUALS WHO HAVE DIFFICULTY PARTICIPATING IN A FULL-DAY VOCATIONAL PROGRAM DUE TO MEDICAL, BEHAVIORAL, OR ATTENTION CHALLENGES AND/OR REQUIRE ADDITIONAL ASSISTANCE IN ADAPTIVE SKILLS. IN THE 2016-2017 FISCAL YEAR, ACHIEVE SERVED 209 INDIVIDUALS IN THIS PROGRAM. 393977 200943 ACHIEVE'S EMPLOYMENT PROGRAM PROVIDES COMPREHENSIVE SERVICES AND SUPPORT TO INDIVIDUALS WITH SEVERE DISABILITIES, INCLUDING VETERANS WITH DISABILITIES, SO THAT THEY CAN DEVELOP ESSENTIAL WORK READINESS SKILLS, ACHIEVE WORK SUCCESS, EARN A LIVING WAGE, TRANSITION OUT OF POVERTY, AND EXPERIENCE AN ENHANCED QUALITY OF LIFE. SERVICES INCLUDE EXTENSIVE ASSESSMENT, JOB READINESS TRAINING, JOB PLACEMENT ASSISTANCE, COUNSELING/GUIDANCE, WEEKLY SUPPORT GROUP, COMPUTER LAB, TRANSPORTATION TO JOB FAIRS/INTERVIEWS, MONTHLY BUS PASSES, REFERRALS/ASSISTANCE (FOOD PANTRIES, HOUSING SERVICES, CLOTHES CLOSETS, ETC.) WORK-RELATED EQUIPMENT, EMPLOYER EDUCATION, AND LIFETIME JOB RETENTION SERVICES. ACHIEVE'S VOCATIONAL ADJUSTMENT TRAINING PROGRAM PROVIDES CURRICULUM-BASED INSTRUCTION TO HIGH SCHOOL SPECIAL EDUCATION TRANSITION STUDENTS THAT TARGETS SELF-AWARENESS, SOFT SKILLS, JOB PREPARATION, AND MONEY MANAGEMENT AND ASSISTS THESE STUDENTS IN DEVELOPING THE NECESSARY SKILLS AND COMPETENCIES TO SUCCEED ON THE JOB AND IN THE COMMUNITY. IN THE 2016-2017 FISCAL YEAR, ACHIEVE SERVED 487 INDIVIDUALS IN THIS PROGRAM. 1879841 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 12 0 270 1 0 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MELINDA JONES 2146372911 8800 AMBASSADOR ROW DALLAS TX 75247 BENJAMIN P BROWDER PRESIDENT 2.00 5.00 X X 0 0 0 ALLISON MCMAHON VICE PRESIDENT 2.00 2.00 X X 0 0 0 LYNN J COLE TREASURER 2.00 2.00 X X 0 0 0 TIMOTHY DYSON SECRETARY 2.00 2.00 X X 0 0 0 WALTER PATTERSON PAST PRESIDENT 2.00 5.00 X X 0 0 0 RICK D WELLS DIRECTOR 2.00 X 0 0 0 OBI CHUKWUMAH DIRECTOR 2.00 X 0 0 0 PIERS HURLEY DIRECTOR 2.00 X 0 0 0 JASON JONES DIRECTOR 2.00 X 0 0 0 MATTHEW MILHAUSER DIRECTOR 2.00 X 0 0 0 ARTHURE SANTA-MARIA DIRECTOR 2.00 X 0 0 0 DAWN BELJIN DIRECTOR - OUTGOING 2.00 X 0 0 0 SCOTT WILSON DIRECTOR - OUTGOING 2.00 X 0 0 0 JUSTIN MAPES DIRECTOR - OUTGOING 2.00 X 0 0 0 KATHRINA MCAFEE DIRECTOR - OUTGOING 2.00 X 0 0 0 TIM VELER DIRECTOR - OUTGOING 2.00 X 0 0 0 TIMOTHY ALLEN EXECUTIVE DIRECTOR 40.00 X 83217 0 11237 CANDACE FREDERICK DIRECTOR OF FINANCE 32.00 X 49519 0 13280 132736 0 24517 0 0 0 0 0 151354 116295 95000 126615 30628 489264 PROGRAM SERVICE FEES - 900099 1092847 1092847 SALES TO PUBLIC 900099 727755 727755 PROGRAM SERVICE FEES - 900099 14798 14798 1835400 18 18 37269 116295 63368 -26099 -26099 OTHER INCOME 900099 3151 3151 3151 2301734 1835400 0 -22930 158132 82229 69578 6325 1315760 1174997 67885 72878 8893 6950 962 981 119243 110447 8141 655 109536 94258 9276 6002 4975 4975 13350 13350 18382 16701 1598 83 24271 18515 3732 2024 71153 69462 1599 92 1428 642 349 437 486 486 58860 54710 3632 518 43404 41062 1868 474 REPAIR AND MAINTENANCE- 46770 43803 2624 343 UTILITIES 35020 33839 890 291 CONTRACT LABOR 31854 18654 13200 BAD DEBT 25152 25152 145906 108597 15121 22188 2232575 1879841 239443 113291 144438 222930 19000 213807 236519 24526 23180 3265015 2473640 841804 791375 1302 1982 1225877 1294986 51340 70915 53421 42007 15738 7527 120499 120449 X 1089284 1157549 16094 16988 1105378 1174537 1225877 1294986 69159 0 X 0 1 X 1 0 X 512858 666384 472570 521036 489264 2662112 1298884 1378935 1446885 1485434 1835400 7445538 23341 72929 22367 54730 37269 210636 1835083 2118248 1941822 2061200 2361933 10318286 8046 10438 11781 18328 33337 81930 8707 11665 20372 8046 19145 23446 18328 33337 102302 10215984 5471 8211 18 13700 5471 8211 18 13700 2365 2846 2630 2661 3151 13653 1842919 2129305 1944452 2063861 2365102 10345639 0.98750 0.97130 0.00130 0.00180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16094 54150 53256 16988 40107 16094 40107 16094 64776 40107 64776 40107 62778 64776 62778 64776 101138 59034 97394 62778 1.00000 0 0 346320 346320 2028362 1616363 411999 724465 699768 24697 165868 157509 8359 791375 LONG TERM DEFERRED REVENUE 7527 7527 X 2301734 0 2301734 0 2301734 2232575 0 2232575 0 2232575 PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS ARE RESTRICTED FOR DEVELOPMENT DIRECTOR'S SALARY. PART X, LINE 2: THE CENTER AND THE FOUNDATION ARE NONPROFIT ORGANIZATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3); THEREFORE, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. TAXES ARE PAID ON NET INCOME EARNED FROM SOURCES UNRELATED TO THE EXEMPT PURPOSES. THERE WAS NO NET INCOME FROM UNRELATED BUSINESS FOR THE YEAR ENDED AUGUST 31, 2017. EACH ENTITY FILES AS A TAX-EXEMPT ORGANIZATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. DASH FUNDRAISER 76773 64309 12464 4155 9020 4850 2385 6381 TOP GOLF 53035 31618 21417 298 7947 642 24303 2 23756 20368 3388 3387 153564 116295 37269 4453 16967 5492 2385 34071 63368 -26099 X FUNDRAISING SUPPLIES 139 26053 FAIR MARKET VALUE X SIGNAGE 2 4575 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): COLUMN (B) INCLUDES NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SERVES AS THE BOARD'S LEADERSHIP TEAM TO STREAMLINE BOARD PROCESSES AND ASSURE THE BOARD REMAINS FOCUSED ON GOVERNANCE, FULFILLMENT OF THE AGENCY MISSION AND IMPLEMENTATION OF THE STRATEGIC PLAN. WHEN THE BOARD OF TRUSTEES IS UNAVAILABLE, THE EXECUTIVE COMMITTEE SHALL CARRY ON ALL THE BUSINESS OF THE BOARD BETWEEN THE REGULAR MEETINGS OF THE BOARD AND SHALL HAVE ALL THE POWER AND AUTHORITY OF THE BOARD EXCEPT AS LIMITED BY LAW, THE ARTICLES OF INCORPORATION, OR THE BYLAWS. A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM IN ORDER FOR THE COMMITTEE TO CONDUCT BUSINESS, PROVIDED HOWEVER, THAT THE EXECUTIVE COMMITTEE MAY MEET BY TELEPHONE. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED IN WRITING TO THE BOARD OF TRUSTEES AT THE NEXT BOARD MEETING. THE EXECUTIVE COMMITTEE SHALL SERVE AT THE PLEASURE OF THE BOARD OF TRUSTEES AND IN ADDITION TO THE ABOVE DUTIES SHALL PERFORM WHATEVER DUTIES DESIGNATED BY THE BOARD OF TRUSTEES. THE PRESIDENT IS CHAIR OF THE EXECUTIVE COMMITTEE, WHICH SHALL INCLUDE THE OFFICERS AND THE IMMEDIATE PAST PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B THE NONPROFIT'S OFFICERS AND DIRECTORS REVIEW THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS MUST SIGN THE NON PROFIT'S CONFLICT OF INTEREST POLICY, AND THEY MUST IMMEDIATELY REPORT CONFLICTS OR POTENTIAL CONFLICTS TO THE PRESIDENT OF THE ORGANIZATION. ONCE A BOARD MEMBER OR OFFICER REPORTS A CONFLICT TO THE PRESIDENT, THAT PERSON IS NOT PERMITTED TO VOTE OR USE HIS PERSONAL INFLUENCE ON THE MATTER AND SHALL BE ABSENT FROM THE BOARD MEETING WHILE THAT MATTER IS BEING DISCUSSED. THE MINUTES OF THE MEETING MUST REFLECT THE DISCLOSURE AND THE FACT OF THE MEMBER'S ABSENCE DURING THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 ONLY THE BOARD OF TRUSTEES MAY DETERMINE OR CHANGE THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. THE BOARD IS TASKED WITH EVALUATING THE EXECUTIVE DIRECTOR'S PERFORMANCE ANNUALLY USING A SET OF CRITERIA SPECIFIED IN THE POLICIES OF THE CENTER. THE EXECUTIVE COMMITTEE OF THE BOARD SENDS THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR COPIES OF THE FORM TO COMPLETE AND RETURN. THE EXECUTIVE COMMITTEE THEN SUMMARIZES THE FINDINGS AND MEETS WITH THE BOARD TO DISCUSS THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE. THE EVALUATION FORM, COMPARABLE SALARY AND BENEFIT DATA, AND THE FINANCIAL POSITION OF THE CENTER ARE ALL CONSIDERED WHEN DETERMINING THE EXECUTIVE DIRECTOR'S SALARY AND/OR ADJUSTMENTS TO IT. MINUTES ARE KEPT OF ALL MEETINGS OF THE EXECUTIVE COMMITTEE AND THE BOARD. EXECUTIVE COMPENSATION WAS LAST REVIEWED IN AUGUST OF 2017. ALL OTHER SALARIES ARE DETERMINED BY THE EXECUTIVE DIRECTOR AND THE BOARD AS PART OF THE ANNUAL BUDGETING PROCESS. THE POLICY MANUAL SPECIFIES THAT THE COMPENSATION AND BENEFITS SHALL BE COMPARABLE TO THOSE PROVIDED BY SIMILAR AGENCIES, SUBJECT TO THE AVAILABILITY OF FUNDS. FORM 990, PART VI, SECTION C, LINE 19 THE NONPROFIT MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 WHICH CONTAINS ITS FINANCIAL INFORMATION AVAILABLE BY REQUEST. CDC FOUNDATION 8800 AMBASSADOR ROW DALLAS TX 75247 751326866 TO HOLD AND MAINTAIN FUNDS FOR CENTER TX 501(C)(3) LINE 12A, I CITIZENTS DEVELOPMENT CENTER 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CDC FOUNDATION C 95000 CASH RECEIVED