2018-08-22T14:00:02-05:00 2017-12-31 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2017-01-01 951690983 ABILITYFIRST ABIL 6263961010 1300 EAST GREEN STREET PASADENA CA 911062606 SONHUI ROBILOTTA CFO 6263961010 2018-08-15 1 LIZBETH NEVAREZ P01399868 3108731600 2017 2022-09-23 18:48:47Z LORI E GANGEMI 1300 EAST GREEN STREET PASADENA CA 911062606 29339325 0 X WWW.ABILITYFIRST.ORG X 1926 CA HELP CHILDREN AND ADULTS WITH PHYSICAL & DEVELOPMENTAL DISABILITIES. 21 21 687 1820 415477 -50927 3510814 15428630 8879815 9780639 1343427 1314982 384293 257645 14118349 26781896 0 0 0 0 10475497 11381539 0 0 666477 4634306 4630806 15109803 16012345 -991454 10769551 59641437 76127285 1381881 1519926 58259556 74607359 X 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 5262240 4044575 SOCIALIZATION AND ADULT DAY AND COMMUNITY INTEGARATION SERVICES:ABILITYFIRST OPERATES SIX COMMUNITY CENTERS THROUGHOUT LOS ANGELES COUNTY AND SERVES BOTH CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. SCHOOL AGED CHILDREN PARTICIPATE IN AFTER SCHOOL AND SUMMER ENRICHMENT PROGRAMS AND AQUATIC PROGRAMS DESIGNED TO DEVELOP KEY LIFE SKILLS SUCH AS IMPROVING THEIR COMMUNICATION AND SOCIALIZATION SKILLS AND TO BUILD CONFIDENCE. ADULTS PARTICIPATE IN PROGRAMS DESIGNED TO HELP INDIVIDUALS ACCESS THEIR COMMUNITIES IN THEIR DAILY LIVES, WORK, RECREATIONAL AND LEISURE ACTIVITIES. 5027412 4675288 EMPLOYMENT SERVICES:ABILITYFIRST EMPLOYMENT SERVICES OFFERS PRE-EMPLOYMENT TRAINING TO HELP EQUIP ADULTS WITH IMPORTANT JOB AND WORKPLACE SKILLS BY WORKING IN OUR PACKAGING AND FULFILLMENT, OR SHREDDING SERVICES ENDEAVORS. THE ABILITYFIRST SUPPORTED EMPLOYMENT PROGRAM PROVIDES ADULTS WITH DISABILITIES THE LEVEL OF SUPPORT THEY NEED TO FIND AND RETAIN EMPLOYMENT IN COMPETITIVE JOB MARKETS IN THEIR COMMUNITIES. 1507226 404233 CAMPING SERVICES: CAMP PAIVIKA, IN THE SAN BERNARDINO MOUNTAINS, PROVIDES CAMP PROGRAMS TO CHILDREN, TEENS AND ADULTS WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES. LOCATED ON TEN ACRES OVERLOOKING SOUTHERN CALIFORNIA, CAMP PAIVIKA PROVIDES THREE TO NINE NIGHT SUMMER SESSIONS AS WELL AS WEEKEND WINTER AND SPRING CAMP SESSIONS. CAMPERS ARE SUPPORTED BY SPECIALLY TRAINED STAFF AND PARTICIPATE IN TRADITIONAL CAMP ACITIVITIES, INCLUDING HORSEBACK RIDING, ARCHERY, SWIMMING, COOKOUTS AND CAMPFIRES, ARTS AND CRAFTS, NATURE HIKES, ETC. 670991 656543 COLLEGE TO CAREER: THE PROGRAM PROVIDES EDUCATIONAL COACHES TO ADULTS WITH DEVELOPMENTAL DISABILITIES WHO ATTEND CLASSES AT PASADENA COMMUNITY COLLEGE. THE PROGRAM EMPOWERS INDIVIDUALS TO IDENTIFY GOALS AND CREATE A PLAN TO ACHIEVE THOSE GOALS. TWENTY-NINE STUDENTS PARTICIPATED IN THE PROGRAM IN 2017. 670991 656543 12467869 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 69 0 1 687 1 1 1 0 0 0 0 1 1 0 0 0 1 0 X 21 21 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 JOHN KELLY CHAIR 1.00 X X 0 0 0 STUART HEMPHILL VICE CHAIR 1.00 X X 0 0 0 WENDY LEES TREASURER 1.00 X X 0 0 0 MIKE DOKMANOVICH SECRETARY 1.00 X X 0 0 0 RICK M ARCARO DIRECTOR 1.00 X 0 0 0 STEVE BROCKMEYER DIRECTOR 1.00 X 0 0 0 RAY C CHERRY DIRECTOR 1.00 X 0 0 0 MARK FEDDE DIRECTOR 1.00 X 0 0 0 TOM FENCHEL DIRECTOR 1.00 X 0 0 0 DIANE DANIS MD DIRECTOR 1.00 X 0 0 0 RICHARD R FRANK DIRECTOR 1.00 X 0 0 0 MARIA FRENCH DIRECTOR 1.00 X 0 0 0 JOANNE KIM DIRECTOR 1.00 X 0 0 0 JAY R HENNEBERRY DIRECTOR 1.00 X 0 0 0 CAROL LLEWELLYN DIRECTOR 1.00 X 0 0 0 MORDENA MOORE DIRECTOR 1.00 X 0 0 0 RANDALL REPP DIRECTOR 1.00 X 0 0 0 ARTHUR F ROTHBERG DIRECTOR 1.00 X 0 0 0 DAVID SAETA DIRECTOR 1.00 X 0 0 0 HARLAN THOMPSON DIRECTOR 1.00 X 0 0 0 PATRICIA VICK DIRECTOR 1.00 X 0 0 0 LORI GANGEMI CEO 40.00 X 318920 0 19495 KERI CASTANEDA CPO 40.00 X 135642 0 8038 SONHUI ROBILOTTA CFO 40.00 X 167774 0 3686 JOSH CHAN CDO 40.00 X 131942 0 3410 BARBARA SCHLOSSER CENTER DIRECTOR 40.00 X 105861 0 5740 ISIS MCDONALD EMPLOYMENT SERVICES DIRECTOR 40.00 X 102765 0 5908 JEFFREY CULBERTSON SR. DIRECTOR OF OPERATIONS & IT 40.00 X 101103 0 5773 KELLY PREVITT SR. DIR. OF QUALITY & DATA MANAGEMENT 40.00 X 100710 0 5563 1164717 0 57613 8 0 1 0 0 1174898 14253732 83986 15428630 EMPLOYMENT SERVICE FEES 900099 4675288 4675288 RECREATIONAL SERV. FEES 900099 4044575 4044575 OTHER SERVICE FEES 900099 656543 656543 CAMPING SERVICE FEES 900099 404233 404233 9780639 1335549 1335549 426458 0 426458 426458 416970 9488 2286704 2307271 -20567 -20567 -20567 24075 1174898 224555 -200480 -200480 16490 8318 8172 8172 15792 17285 -1493 -1493 OTHER INCOME 900099 24988 24988 24988 26781896 9780639 415477 1157150 786117 610095 133644 42378 8480519 6580516 1431252 468751 202616 157819 39879 4918 1241963 967375 244441 30147 670324 529924 102595 37805 38857 38857 48050 48050 43983 43983 82199 44367 32142 5690 31535 21478 6755 3302 258177 181509 57348 19320 102384 20933 78373 3078 1317796 1110638 206468 690 369719 310816 54586 4317 32979 11921 13599 7459 755480 626153 129327 303388 255695 47534 159 PROGRAM SUPPLIES 405764 405764 OTHER PERSONNEL COSTS 288452 201133 75817 11502 EQUIP. LEASE & MAINT. 171859 140337 31522 CONTRACT MATERIALS 84725 84725 295459 206671 61827 26961 16012345 12467869 2877999 666477 745234 609311 253307 545115 1046609 1285762 99502 83294 44862 52566 23764231 10696084 13397061 13068147 39192587 55235902 4862275 5247188 59641437 76127285 1164320 1333936 63889 94324 153672 91666 1381881 1519926 X 50858886 54175739 2167461 2857240 5233209 17574380 58259556 74607359 59641437 76127285 X 10769551 5186980 391272 X 0 1 X 1 0 X 9815103 3371456 1662820 3510814 3113630 21473823 9815103 3371456 1662820 3510814 3113630 21473823 3662511 17811312 1214527 1121653 581367 1174456 1345037 5437040 22401 20171 30950 13525 8172 95219 13783 5500 28505 78068 24988 150844 27156926 35244052 0.65590 0.90780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1916822 12000000 975323 125000 14767145 1870967 131700 85845 1916822 1943546 -22478 50101 1870967 1938649 56305 51408 1943546 1760140 211563 33054 1938649 0.00000 0.89580 0.10420 0 0 1102572 1102572 17679559 7516365 10163194 308885 240296 68589 4082117 2939423 1142694 591098 591098 13068147 SECURITY AND INSURANCE DEPOSITS 53486 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 4345640 BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS 848062 5247188 OBLIGATIONS UNDER CAPITAL LEASES 91666 91666 32326778 5186980 401885 5588865 26737913 43983 43983 26781896 15978975 10613 10613 15968362 43983 43983 16012345 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 17,285. CHANGE IN VALUE - BENEFICIAL INT. IN CHARITABLE REMAINDER TRUSTS 43,429. CHANGE IN VALUE - BENEFICIAL INTEREST IN PERPETUAL TRUSTS 341,171. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 17,285. UNCOLLECTIBLE A/R & PLEDGES -6,672. STROLL & ROLL 926838 926838 11337 21507 41126 67971 FESTIVAL OF FALL 167114 153569 13545 638 15138 1214 36911 2 105021 94491 10530 629 1876 10967 15241 1198973 1174898 24075 12604 38521 53307 120123 224555 -200480 16490 599 7719 1 0.90000 16490 599 7719 8318 8172 CA 1 0 0 0 1.00000 SONHUI ROBILOTTA 1300 E GREEN STREET PASADENA CA 91106 0 MAYRA ALCALA 344 MANAGE TICKET SALES AND DRAWINGS X 1 14841 X X X X 0 0 0 0 0 0 0 1 0 LORI GANGEMI CEO 295525 0 20605 0 2790 0 13500 0 5995 0 338415 0 0 0 SONHUI ROBILOTTA CFO 167774 0 0 0 0 0 1055 0 2631 0 171460 0 0 0 PART I, LINE 7 EVERY YEAR THE BOARD ESTABLISHES PERFORMANCE GOALS FOR THE CEO, CFO AND THE CPO. BASED ON THE PERFORMANCE OF THE GROUP AND /OR INDIVIDUAL EXECUTIVE, THE BOARD MAY APPROVE A DISCRETIONARY BONUS OF UP TO 10% OF THE EXECUTIVES BASE PAY. X 11 5820 NET PROCEEDS FROM SALES X 2 32302 FMV X 6 18329 FMV X SUPPLIES 17 19816 FMV X RAFFLED ITEMS 22 7719 FMV 0 1 1 PART I, COLUMN (B): NON CASH DONATIONS ARE LISTED BY TOTAL NUMBER OF DONORS AND ITEMS RECEIVED. PART I, LINE 32B: THE ORGANIZATION USES CARS.ORG DONATION SERVICE TO SOLICIT AND SELL VEHICLE DONATIONS. 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. OUR 2017 BUDGET INCLUDED A SALARY INCREASE OF 4% FOR NON-EXEMPT (HOURLY) STAFF AND 1% FOR EXEMPT STAFF. 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 341,171. CHANGE IN VALUE - BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 43,429. UNCOLLECTIBLE A/R & PLEDGES 6,672. FORM 990, PART VI, LINE 1A THE BOARD DELEGATES AUTHORITY TO THE EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE FOLLOWING: 1. CHAIR, JOHN KELLY 2. VICE CHAIR. STUART HEMPHILL 3. SECRETARY, MIKE DOKMANOVICH 4. TREASURER, WENDY LEES 5. AT LARGE MEMBER, JAY HENNEBERRY