2018-06-14T08:33:15-05:00 2017-12-31 420714325 RSM US LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2017-01-01 362171729 Easter Seals Inc EAST 3127266200 141 W Jackson Blvd No 1400A Chicago IL 60604 Julie Hubbard Sr. VP of Finance 3127266200 2018-06-11 1 Wayne Harder P00294296 3126343400 2017 2022-09-23 18:48:47Z Angela Williams 141 W Jackson Blvd No 1400A Chicago IL 60604 68233471 0 X www.easterseals.com X 1938 OH To change perception of disability by making positive differences in people's lives. 16 16 348 19 62752 -7493 55319953 57710004 7948035 5578537 199404 304880 795025 834277 64262417 64427698 18513657 22425746 0 0 11051529 8231317 2107073 12238919 15193797 32608983 20213709 64281242 63109691 -18825 1318007 24914558 18613230 25164635 24087782 -250077 -5474552 X Easterseals' purpose is to change the way the world defines and views disability by making profound, positive differences in people's lives every day. For nearly 100 years we have been the indispensable resource for people and families challenged by disabilities. Now, as America faces a broad range of new issues, Easterseals makes a major, positive, life-changing difference in the lives of people and families challenged by today's disabilities. The work we do every day is redefining disabilities for the 21st century.Day by day, person by person, Easterseals does the hard work in communities across the nation to make a positive, profound difference in the lives of people facing today's disabilities. Whether the challenge is physical, intellectual, emotional or social, Easterseals is America's go-to resource, growing stronger every day because of support from thousands of people like you-people who know how deeply disability affects individuals, families and communities. 0 0 21287705 18480422 Easterseals Senior Community Service Employment Program (SCSEP) is a work based community service program for older workers, funded by the Department of Labor (DOL). Authorized by the Older American Act, the program provides subsidized, service-based training for low-income persons 55 or older, who are unemployed with poor employment prospects. SCSEP's mission is to promote economic self-sufficiency for older individuals seeking to achieve this goal. Program participants train at community nonprofits and government agencies, gaining skills to prepare them for employment.(See Schedule O for additional program information)In addition, Easterseals provides program participants training to help them become job-ready; this can include resume workshops, interview workshops, job search assistance, and other supports to become more employable.The U.S. Department of Labor Employment and Training Administration (DOLETA) administers SCSEP by awarding grants to 19 non-profit organizations (including Easterseals) and to each of 56 state and territorial governments. Easterseals, a national SCSEP grantee since 2003 had 7 affiliate organizations working as sub-recipients of SCSEP during its 2017 program year.During the calendar year 2017, Easterseals served (3,103) participants and successfully trained many participants who were "most in need." Participants included (479) people over age 70; (1,783) homeless or at-risk of homelessness; (989) with a disability; (446) were veterans; (274) participants had limited English proficiency; (596) tested with low literacy skills; and (1,400) had an advanced education ranging from one year of college to doctoral degrees. (425) participants exited during the year for paid employment, with an average starting wage of ($11.33) per hour, made possible through their participation in the SCSEP.During this same period, Easterseals SCSEP participants provided (1,643,702) million hours of community service hours to local not-for-profit and government agencies through their training assignments. These community service hours greatly benefit local communities in addition to training SCSEP participants. 10092705 Public Health Education: Creating a public awareness about individuals living with disabilities and the issues they face through multi-media public education campaigns, community advocacy, and by providing up-to-date resources about disabilities, disability awareness, opportunities, universal design, and other relevant topics. The primary focus is on young children, older adults, people living with autism, and military service members and veterans with disabilities. 4272664 2254798 2150175 Fundraising Advisory: Training and consultation with Easterseals' affiliates to strengthen their relationships with donors and make the general public aware of the needs of children and adults with disabilities and their families. 2769991 1393970 Management Advisory: Managing Easterseals' brand and membership standards with affiliates; consulting on general management issues including: Easterseals' best practices for service delivery, board development, and doing business as a nonprofit: finance and accounting, budgeting, strategic planning and personnel selection. 1057857 657362 National Center for Mobility Management (NCMM): Funded through a cooperative agreement with the US Department of Transportation, Federal Transit Administration. NCMM is a partnership across Easterseals, the Community Transportation Association, and the American Public Transportation Association.The mission of the National Center for Mobility Management (NCMM) is to facilitate communities to adopt transportation strategies and mobility options that empower people to live independently and advance health, economic vitality, self-sufficiency, and community. The Center is funded by the Federal Transit Administration to provide diverse and universally designed technical assistance by:- Working with States, regions, and local communities to address transportation challenges, solve problems, and build capacity to coordinate resources through mobility management; - Supporting FTA's Coordinating Council on Access and Mobility (CCAM); - Developing and delivering training, products, and informational materials; and- Building mobility management infrastructures.In 2017, NCMM staff provided varying levels of technical assistance, including intense and targeted technical assistance through workshops and presentations and less-intense TA through online modes. The redesigned NCMM website reached over 17,000 visitors, NCMM conducted 10 webinars, and NCMM professionals visited states across the nation to deliver face to face technical assistance. Our intense and targeted technical assistance reached organizations and professionals in all 10 FTA regions and in 25 states. Online, less-intense TA reached nearly all states. We presented at nearly50 national and regional events and had 316 professionals register for our e-learning training. To build replicable strategies to support capacity building around mobility management, NCMM launched four model demonstration programs with State transit agencies, regional councils of governments, and local health care and transit agencies. To further build-capacity, NCMM developed 5 products or implementation guides. Our redesigned web site invited the participation of national audiences and can now accommodate our online e-learning platform. In 2017 NCMM Reached:- # Visitors to Website: 17,612- # Members of LinkedIn Group (peer to peer networks): 1,481- # Twitter followers: 1,758- # NCMM newsletter subscribers: 1,090- # of Blogs: 15- # of Products/Implementation Tools: 4- # of Product Downloads: 3,451- # of model demonstrations: 9 3528106 17149 1775484 Professional Education and Training: Activities to improve the knowledge, skills, and critical judgment of affiliate staff, volunteers, caregivers, and other health and education professionals. 106059 Advocacy for Persons with Disabilities and Research: Activities to assure equal access and opportunities for people with disabilities, and awards, grants, and/or activities to support studies or investigations in the physical and social sciences that seek new evidence-based knowledge to benefit children and adults with disabilities, their families, and the personnel that serve them. 1930236 934407 The National Aging and Disability Transportation Center (NADTC) is operated through two cooperative agreements (DC-64-5313 and IL-2017-003-00) funded by the Department of Transportation, Federal Transit Administration (FTA). Its mission is to promote the availability and accessibility of transportation options that meet the needs of older adults and people with disabilities, and caregivers. Staff conducted the business of the cooperative agreements in these areas: information, referral and technical assistance activities (e.g., toll-free information and referral, targeted technical assistance to service providers); training programs (e.g., online courses, webinars); grant administration (6 community grant programs); and outreach initiatives (e.g., newsletters, information briefs on specific topics of interest, presentations at conferences, maintenance of website, engagement with social media, and online communities).NADTC Total Individuals Served: 85,967Information & Referral- # Information & Referral & TA calls (800 line): 341- # Transportation calls/inquiries through Eldercare Locator: 38,296 Training- # Training events - online courses -2- # Training events - webinars - 8- # Total people who participated in training events: 928Outreach - Products, Mailings, & E-Alerts- # Products disseminated at events: 3,836- # Mailing list subscribers (average/mailing): 1,633- # Alerts distributed: 23Outreach - Website- # Unique visitors (users) to website (Jan-December 2017): 39,677Outreach - Social Media- # YouTube views (Jan-Dec 2017): 2,582- # Facebook posts: 109- # Tweets posted: 306- # Twitter followers: 299- # LinkedIn posts: 141- # LinkedIn followers: 86Outreach - Presentations- # Conferences staff participated in: 17- # Contacts through conference presentations and vendor shows: 2,125 514481 81608 258908 Program Development: Funds, leadership, and assistance to provide services for children and adults with autism and other disabilities. Primary services are medical rehabilitation, job training and employment, inclusive child care, adult day services, and camping and recreation. Building from Easterseals' expertise, Easterseals is focusing on four service areas of critical importance: young children, older adults, people living with autism, and military service members and veterans. 9906730 1690526 3428362 45559804 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 60 0 1 348 1 1 1 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AR AK CA CO CT DC FL GA HI IL IN KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI NV MO X X Julie Hubbard 3127266200 141 W Jackson Blvd No 1400A Chicago IL 60604 Joseph G Kern Chairman 3.00 1.00 X X 0 0 0 Fred J Maahs Jr 1st Vice Chairman 3.00 X X 0 0 0 John Pfeiffer 2nd Vice Chairman (As of 10/21/17) 3.00 X X 0 0 0 Eileen Howard Boone 2nd Vice Chairman (Until 10/20/17) 3.00 X X 0 0 0 Elizabeth W DeBiasi Secretary 3.00 X X 0 0 0 Kathleen C Daly Treasurer 3.00 1.00 X X 0 0 0 Karl Anderson Board Member 3.00 X 0 0 0 Karl Armstrong Board Member 3.00 X 0 0 0 James Bee Board Member 3.00 X 0 0 0 Rick Fleetwood Board Member 3.00 X 0 0 0 Diane Deskins Hastert Board Member 3.00 X 0 0 0 John F Jostrand Board Member 3.00 X 0 0 0 Nivine Megahed PhD Board Member (Until 6/15/2017) 3.00 X 0 0 0 Kimberly Michel Board Member 3.00 X 0 0 0 Sheldon Orloff MD Board Member 3.00 X 0 0 0 Franklin A Poff Board Member (Until 4/1/2017) 3.00 X 0 0 0 Meredith K Sugar Board Member 3.00 X 0 0 0 Joanne Sullivan Board Member 3.00 X 0 0 0 Edward L Wenzel Board Member 3.00 X 0 0 0 Randall Rutta President & CEO (Until 3/24/2017) 50.00 1.00 X 380361 0 67506 Julie Hubbard Sr. VP of Finance 50.00 1.00 X 182990 0 228 Ron Ekstrand Interim CEO 50.00 1.00 X 232727 0 6095 Katherine Beh Neas Executive VP of Public Affairs 50.00 X 182329 0 25419 Jed Johnson Sr. VP of Strategic Initiatives 50.00 X 157371 0 17932 Thomas C Davies Sr. Director of IT 50.00 X 150265 0 13309 Sharon L Watson Asst. VP of Corporate Strategy 50.00 X 149441 0 21950 Judy Shanley Asst. VP of Ed. & Youth Transition 50.00 X 144534 0 13309 William R Fehrman VP of Development 50.00 X 142236 0 10552 Carol Ann Salter National Director of SCSEP 7 AVP 50.00 X 130155 0 21884 James E Williams Jr - See Sch. J Part III for Title 0.00 X 106667 0 0 1959076 0 198184 18 1 1 0 RR Donnelley 7810 Solution Center Chicago IL 60677 Printing/Production 5641178 Russ Reid 2 N Lake Avenue Suite 600 Pasadena CA 91101 Printing/Production 3978577 InnerWorkings 7503 Solution Center Chicago IL 60677 Printing/Production 3863992 Blackbaud PO Box 930256 Atlanta GA 31193 Professional Fundraiser/Printing 1207552 Infogroup Inc PO Box 3243 Omaha NE 38103 List Management 785186 23 15569 34535 24469747 33190153 57710004 Affiliate Membership Fees 541900 3592572 3592572 Affiliate Sales & Services 541900 862009 862009 Government Contract Revenue 541900 647837 647837 Non-Affiliate Sales & Services 541900 476119 476119 5578537 136243 136243 3974410 3805773 168637 168637 168637 Donor List Rental 900099 834277 62752 771525 834277 64427698 5578537 62752 1076405 22229604 22229604 196142 196142 1246996 889751 313055 44190 106667 106667 4833669 3342249 608846 882574 1016575 707512 154125 154938 579590 403381 87873 88336 447820 311672 67895 68253 154364 124314 12242 17808 70980 57162 5629 8189 30128 24263 2389 3476 12238919 12238919 7200 1440 5760 5419609 4450504 438227 530878 494075 494075 290319 223773 38608 27938 973760 784199 77223 112338 1154946 801640 210918 142388 289475 257469 10765 21241 209640 171864 15679 22097 108360 19872 50060 38428 279041 94850 154336 29855 79909 55464 14593 9852 Print Mail Production 10461779 9883749 578030 190124 34855 87867 67402 63109691 45559804 2356090 15193797 X 22505330 9696212 0 12809118 3000 3000 7925500 4109070 8333707 2222121 1243673 1930454 656663 369322 2536896 740757 1995905 1796139 2393520 5866496 200000 200000 2162590 2116628 24914558 18613230 4962431 4907977 1608084 644104 3292114 3118453 5662010 3916339 9639996 11500909 25164635 24087782 X -8976628 -9920334 7014575 2607821 1711976 1837961 -250077 -5474552 24914558 18613230 X 1318007 157836 -6700318 X 0 1 X 1 1 1 X 73386071 62854568 61292267 55319953 57710004 310562863 73386071 62854568 61292267 55319953 57710004 310562863 310562863 373910 234673 175608 116820 136243 1037254 972465 948667 815476 657233 771525 4165366 315765483 34065696 0.98350 0.98310 X Schedule A, Part II, Line 10, Explanation of Other Income: Donor List Rental - 2013 Amount: $ 972,465. 2014 Amount: $ 948,667. 2015 Amount: $ 815,476. 2016 Amount: $ 657,233. 2017 Amount: $ 771,525. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33074 233378 266452 62772994 63039446 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 323780 300982 385564 266452 1276778 250000 250000 250000 250000 1000000 1500000 29021 26127 27358 33074 115580 1262039 180117 1081922 1199872 560640 639232 74985 74985 1796139 Perpetual Trusts 1181288 Charitable Lead Trusts 9532 Charitable Remainder Trusts 925808 2116628 Pension Liability 10830338 Annuities Payable 670571 11500909 X Part X, Line 2: Easter Seals, Inc. is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, Easter Seals, Inc. may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of Easter Seals, Inc. and various positions related to the potential sources of unrelated business taxable income (UBTI). There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods presented in these financial statements. Easter Seals, Inc. files Form 990 in the U.S. federal jurisdiction and the state of Illinois. Easter Seals, Inc. is generally no longer subject to examination by the Internal Revenue Service for years before 2014. X X X X X X X 1 RR Donnelley 7810 Solution Center Chicago IL 60677 Print Production/Fundraising Consultant 0 12977023 10236087 2740936 Russ Reid 2 N Lake Avenue Suite 600 Pasadena CA 91101 Print Production/Fundraising Consultant 0 6543376 689874 5853502 Infocision Management Corp PO Box 932441 Cleveland OH 44193 Fundraising 0 883588 458439 425149 Blackbaud PO Box 930256 Atlanta GA 31193 Fundraising Consultant 0 0 671643 -671643 The Stelter 10435 New York Ave Des Moines IA 50322 Fundraising Consultant 0 0 105083 -105083 Support Task Force Partners 108th St Apt D14 Forest Hills NY 11375 Marketing/Fundraising Consultant 0 0 77793 -77793 20403987 12238919 8165068 AL AK AR CA CO CT DC FL GA HI IL IN KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI MO NV Schedule G, Part I, Line 2b, Column (v) For professional fundraisers such as Blackbaud, Easterseals did not list a revenue amount above. The impact of these consulting relationships is not seen in revenue directly back to headquarters, but rather in fundraising results of our affiliates across the country. Each of these business partners provide strategic input on Easterseals fundraising initiatives impacting affiliates nationwide. 1 AARP Foundation 601 E Street NW Washington DC 20049 520794300 501(c)(3) 4850489 Disability Services Easter Seals Oregon 5757 SW Macadam Avenue Portland OR 97239 930386885 501(c)(3) 3944397 Disability Services Easter Seals New Jersey 25 Kennedy Boulevard Suite 600 East Brunswick NJ 08816 221508591 501(c)(3) 2811915 Disability Services Easter Seals New York 40 W 37th Street Suite 503 New York NY 10018 135596808 501(c)(3) 2167716 Disability Services Easter Seals-Goodwill Northern Rocky Mountain 425 1st Avenue N Great Falls MT 59401 810232125 501(c)(3) 1985640 Disability Services Goodwill Easter Seals Miami Valley 660 S Main Street Dayton OH 45402 310537112 501(c)(3) 1244326 Disability Services Easter Seals Central Alabama 2125 E South Boulevard Montgomery AL 36116 237070631 501(c)(3) 1019967 Disability Services Goodwill Easter Seals of the Gulf Coast 2448 Gordon Smith Drive Mobile AL 36617 630363472 501(c)(3) 621310 Disability Services Easter Seals Southern California 1570 E 17th Street Santa Ana CA 92705 943068149 501(c)(3) 371239 Disability Services Easter Seals Southwest Human Development 2850 N 24th Street Phoenix AZ 85008 860407179 501(c)(3) 353595 Disability Services Easter Seals Metropolitan Chicago 1939 W 13th Street Suite 300 Chicago IL 60608 362169153 501(c)(3) 259739 Disability Services Easter Seals New Hampshire 555 Auburn Street Manchester NH 03103 020272825 501(c)(3) 247880 Disability Services Easter Seals Kentucky Cardinal Hill 2050 Versailles Road Lexington KY 40504 610444712 501(c)(3) 215234 Disability Services Easter Seals Capital Region & Eastern Connecticut 100 Deerfield Road Windsor CT 06095 060662138 501(c)(3) 170158 Disability Services Easter Seals Delaware & Maryland's Eastern Shore 61 Corporate Circle New Castle DE 19720 510066728 501(c)(3) 149437 Disability Services Easter Seals Southeastern Pennsylvania 3975 Conshohocken Avenue Philadelphia PA 19131 231352293 501(c)(3) 119175 Disability Services Easter Seals Serving DC MD VA Inc 1420 Spring Street Silver Spring MD 20910 530212296 501(c)(3) 117840 Disability Services Easter Seals Florida 520 N Semoran Boulevard Suite 280 Orlando FL 32807 590637848 501(c)(3) 107219 Disability Services Easter Seals Blake Foundation 120 Holcomb Street Hartford CT 06112 060653197 501(c)(3) 105805 Disability Services Easter Seals Foundation 141 W Jackson Boulevard Suite 1400A 1400A Chicago IL 60604 261207337 501(c)(3) 101749 Disability Services Easter Seals UCP North Carolina & Virginia Inc 5171 Glenwood Avenue Suite 400 Raleigh NC 27612 560670676 501(c)(3) 94985 Disability Services Easter Seals Massachusetts 484 Main Street Worcester MA 01608 042103867 501(c)(3) 78815 Disability Services Easter Seals Michigan 2399 E Walton Boulevard Auburn Hills MI 48326 381402860 501(c)(3) 64313 Disability Services Easter Seals Greater Houston 4500 Bissonnet Suite 340 Bellaire TX 77401 741238418 501(c)(3) 63760 Disability Services Easter Seals Colorado 5755 West Alameda Avenue Lakewood CO 80226 840412575 501(c)(3) 62009 Disability Services Easter Seals TriState 2901 Gilbert Avenue Cincinnati OH 45206 310873433 501(c)(3) 56392 Disability Services Easter Seals Southeast Wisconsin 2222 S 114th Street West Allis WI 53227 390816849 501(c)(3) 50196 Disability Services Easter Seals Iowa PO Box 5168 Des Moines IA 50305 420707100 501(c)(3) 47349 Disability Services Easter Seals Arkansas 3920 Woodland Heights Road Little Rock AR 72212 710123680 501(c)(3) 42326 Disability Services Easter Seals of Central Illinois 507 E Armstrong Avenue Peoria IL 61603 370686250 501(c)(3) 42294 Disability Services Easter Seals DuPage & Fox Valley 830 S Addison Avenue Villa Park IL 60181 362476388 501(c)(3) 37610 Disability Services Easter Seals Washington 200 W Mercer Street Suite 210E Seattle WA 98119 910575956 501(c)(3) 37057 Disability Services Easter Seals Nevada 6200 W Oakey Boulevard Las Vegas NV 89146 942815686 501(c)(3) 36413 Disability Services Easter Seals Eastern Pennsylvania 1501 Lehigh Street Suite 201 Allentown PA 18103 232823542 501(c)(3) 35847 Disability Services Easter Seals Western and Central Pennsylvania 2525 Railroad Street Pittsburgh PA 15222 250965215 501(c)(3) 35178 Disability Services Easter Seals Joliet Region Inc 212 Barney Drive Joliet IL 60435 362300706 501(c)(3) 34882 Disability Services Easter Seals Midwest 13545 Barrett Parkway Suite 300 Ballwin MO 63021 430827160 501(c)(3) 27025 Disability Services Easter Seals South Florida 1475 NW 14th Avenue Miami FL 33125 590722783 501(c)(3) 26484 Disability Services Easter Seals Northeast Central Florida Inc PO Box 9117 Daytona Beach FL 32120 590722785 501(c)(3) 23827 Disability Services Easter Seals Central Texas 8505 Cross Park Drive Austin TX 78754 750808811 501(c)(3) 18411 Disability Services Easter Seals Northern Ohio 2173 N Ridge Road Suite G Lorain OH 44055 314380051 501(c)(3) 17796 Disability Services Easter Seals North Georgia 53 Perimeter Center East Suite 550 Atlanta GA 30319 581919768 501(c)(3) 16273 Disability Services Easter Seals Capper Foundation 3500 SW 10th Avenue Topeka KS 66604 480543745 501(c)(3) 16036 Disability Services Easter Seals North Texas 1424 Hemphill Street Fort Worth TX 76104 750827419 501(c)(3) 14757 Disability Services Easter Seals Central and Southeast Ohio Inc 3830 Trueman Court Hilliard OH 43026 314379471 501(c)(3) 13782 Disability Services Easter Seals Bay Area 391 Taylor Boulevard Suite 250 Pleasant Hill CA 94523 943120231 501(c)(3) 13705 Disability Services Easter Seals Hawaii 710 Green Street Honolulu HI 96813 990075235 501(c)(3) 13372 Disability Services Easter Seals West Georgia Inc PO Box 1690 Fortson GA 31808 581919206 501(c)(3) 13363 Disability Services Easter Seals South Carolina PO Box 5715 Columbia SC 29250 570342029 501(c)(3) 13286 Disability Services Easter Seals Crossroads Rehabilitation Center 4740 Kingsway Drive Indianapolis IN 46205 350869058 501(c)(3) 13147 Disability Services Easter Seals of Greater Houston 4500 Bissonnet Suite 340 Bellaire TX 77401 741238418 501(c)(3) 13029 Disability Services Easter Seals Tennessee 750 Old Hickory Boulevard Suite 2-260 Brentwood TN 37027 620504893 501(c)(3) 12907 Disability Services Easter Seals Southern Georgia 1906 Palmyra Road Albany GA 31701 581915733 501(c)(3) 12553 Disability Services Easter Seals Southwestern Indiana 3701 Bellemeade Avenue Evansville IN 47714 350909982 501(c)(3) 12321 Disability Services Easter Seals Louisiana 1010 Common Street Suite 2000 New Orleans LA 70112 720694376 501(c)(3) 11480 Disability Services Easter Seals ARC of Northeast Indiana 4919 Coldwater Road Fort Wayne IN 46825 350998711 501(c)(3) 9682 Disability Services Easter Seals Superior California 3205 Hurley Way Sacremento CA 95864 941279800 501(c)(3) 9362 Disability Services Easter Seals Southwest Florida 350 Braden Avenue Sarasota FL 34243 590638490 501(c)(3) 7431 Disability Services FIRST PO Box 802 Asheville NC 28802 562278402 501(c)(3) 5000 Disability Services Washington Autism Alliance & Advocacy 16225 NE 87th Street Suite A-2 Redmond WA 98052 352440624 501(c)(3) 5000 Disability Services 60 0 Veteran Participant Support Services 100 103994 SCSEP Participant Supportive Services 30 15474 Ability First Staff Exchange Program 4 16000 Century 21 Gives Relief Fund 22 60674 Part I, Line 2: Easterseals monitors the various grants provided to subrecipients through the use of financial and non-financial measures. For example, each subrecipient must submit its Form 990 and audited financial statements to ensure solvency and that basic financial thresholds are met. For non-financial measures, Easterseals has multiple interactions with subrecipients throughout the year to monitor performance and to make recommendations for incorporating best practices into subrecipients' operations. X X X X X 1 0 0 0 0 0 0 1 0 Randall Rutta President & CEO (Until 3/24/2017) 140611 0 0 0 239750 0 61416 0 6090 0 447867 0 0 0 Julie Hubbard Sr. VP of Finance 174240 0 8750 0 0 0 0 0 228 0 183218 0 0 0 Ron Ekstrand Interim CEO 201527 0 31200 0 0 0 0 0 6095 0 238822 0 0 0 Katherine Beh Neas Executive VP of Public Affairs 171079 0 11250 0 0 0 11235 0 14184 0 207748 0 0 0 Jed Johnson Sr. VP of Strategic Initiatives 154771 0 2600 0 0 0 8909 0 9023 0 175303 0 0 0 Thomas C Davies Sr. Director of IT 147665 0 2600 0 0 0 0 0 13309 0 163574 0 0 0 Sharon L Watson Asst. VP of Corporate Strategy 146841 0 2600 0 0 0 15764 0 6186 0 171391 0 0 0 Judy Shanley Asst. VP of Ed. & Youth Transition 141934 0 2600 0 0 0 0 0 13309 0 157843 0 0 0 William R Fehrman VP of Development 139636 0 2600 0 0 0 0 0 10552 0 152788 0 0 0 Carol Ann Salter National Director of SCSEP 7 AVP 127555 0 2600 0 0 0 8575 0 13309 0 152039 0 0 0 James E Williams Jr - See Sch. J Part III for Title 106667 0 0 0 0 0 0 0 0 0 106667 0 0 0 Part I, Line 4a After 25+ years of service to Easter Seals, Inc., Randall Rutta received severance payments of $237,500 during 2017. This compensation is reported on Part II, column B(iii). James E. Williams, Jr. was the President and CEO of Easter Seals, Inc. from June 1990 to December 31, 2014. On January 1, 2015 he became the President of the Easterseals Foundation until December 31, 2016. Part I, Line 7 After several years of no salary increases, bonuses were paid during 2017 to individuals listed on the return and were reported as taxable income on their respective W-2s. The bonuses were determined by the board and approval was subject to their discretion. Form 990, Part VII, Section A: James E. Williams, Jr. - Title: Former President & CEO of Easter Seals, Inc. (1990-2014); Former President, Easterseals Foundation (2015-2016) Form 990, Part VI, Section A, line 6 The membership of Easter Seals, Inc. shall consist of two (2) classes: Affiliates and Provisional Affiliates. Both classes shall have the right to vote, acting through their duly designated delegates to the National House, except the right of a Provisional Affiliate to vote may be restricted or denied as provided in the by-laws. Form 990, Part VI, Section A, line 7a The members of the organization, acting through their duly designated delegates to the National House, have the right to nominate and elect certain Easter Seals, Inc. directors. Form 990, Part VI, Section A, line 7b The members of the organization, acting through their duly designated delegates to the National House, have the following rights: -Recommend policy -Overrule policy -Amend articles of incorporation -Ratify certain by-laws -Repeal or amend by-laws Form 990, Part VI, Section B, line 11b The Form 990 was provided to the audit committee prior to the final submission. The audit committee, per its charter, is granted authority by the Board to review the Form 990. Additionally, all board members were provided an electronic copy of the Form 990, including all supplemental schedules, prior to its filing with the IRS. Form 990, Part VI, Section B, line 12c 1) Conflict of interest forms were sent out and completed by board members and employees for this year. The Conflict of interest policy and forms for volunteers and staff have been recently reviewed by legal counsel to ensure they are consistent with all appropriate requirements and regulations. 2) All conflict of interest forms completed by board members and staff are reviewed by Human Resources to determine if any potential conflicts exist and any potential issues are resolved. Form 990, Part VI, Section B, line 15 The Executive Evaluation and Compensation Committee evaluates the performance and reviews and establishes the compensation of the President and Chief Executive Officer of Easterseals. The Committee also reviews compensation of key executive team members. Comparable compensation data, prepared by several outside sources, is shared with the Committee to assist them in their decision-making. The Committee's decisions are formally documented in minutes. Form 990, Part VI, Section C, line 19 Easterseals, upon request, will provide copies of any of the following documents to the general public for the same period of disclosure as set forth in IRC section 6104(d): 1) Form 1023, 2) Form 990, 3) Form 990-T, 4) governing documents, 5) conflict of interest policy, and 6) financial statements. Additionally, the prior three years of Forms 990 and the financial statements are available on the Easterseals website (www.easterseals.com). Form 990, Part XI, line 9: Pension liability adjustments other than net periodic benefit cost -1,756,928. Change in value of split interest agreements 78,680. Loss on transfer of Dixon Center -3,734,842. Loss on write-off pledges receivable -1,287,228. Easter Seals Foundation 141 W Jackson Blvd Suite 1400A Chicago IL 60604 261207337 Supports Easter Seals, Inc. IL 501(c)(3) Line 12a, I Easter Seals Inc 1 Perpetual Trust (1) Charitable Trust IL Easter Seals Inc T 86196 795450 1.00000 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 Easter Seals Foundation B 101749 Cash Easter Seals Foundation C 34535 Cash