2018-03-08T10:50:57-06:00 2017-09-30 410746749 CLIFTONLARSONALLEN LLP 402 SOUTH KENTUCKY AVENUE SUITE 600 LAKELAND FL 33801 990 2016-10-01 590812958 ALLIANCE FOR INDEPENDENCE INC ALLI 8636653846 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 KATIE DAUGHTREY TINSLEY PRESIDENT & CEO 8636653846 2018-02-22 1 LAUREN BALLARD P01451787 8636805600 2018-02-22 67.137.57.251 2018-02-22 14:43:05 ES P 24235E0DF7A4E6DE1F448C5463E28E21A8C6ADA9 B3483322469545B88F4264A04C8FB8AC394983A4 2016 2021-01-29 14:40:06Z KATIE DAUGHTREY TINSLEY 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 1810781 0 X WWW.AFI-FL.ORG X 1954 FL OFFERING INDIVIDUALS WITH DISABILITIES AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH 17 17 108 750 0 0 865594 626904 1033627 1064743 -1554 1136 -9357 -35518 1888310 1657265 0 0 0 0 1148022 1152280 0 0 77487 449185 604223 1597207 1756503 291103 -99238 486768 584819 110952 306570 375816 278249 OFFERING INDIVIDUALS WITH DISABILITIES THE AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH AND ACHIEVEMENT THROUGH AWARENESS, EDUCATION, COMMUNITY RESOURCES, AND PERSONAL RELATIONSHIPS. 0 0 253251 260016 GROUP HOMES:PROVIDES RESIDENTIAL LIVING SERVICES FOR BOTH MALE AND FEMALE ADULT RESIDENTS. THE STAFF OF EACH RESIDENCE PROVIDES A STRUCTURED FAMILY ATMOSPHERE WHICH IS DEDICATED TO TEACHING ALL AREAS OF DAILY LIVING INCLUDING SHOPPING, MENU PLANNING, MEAL PREPARATION, SAFETY SKILLS, AND BANKING SKILLS. RESIDENTIAL HABILITATION IS AN INDIVIDUAL SKILLS TRAINING PROGRAM DEVELOPED TO ASSIST RESIDENTS IN ACQUIRING THE COMPETENCE NEEDED TO LIVE IN THE COMMUNITY AS INDEPENDENTLY AS POSSIBLE. SERVICES AND SUPPORT ARE AVAILABLE 24 HOURS PER DAY, 365 DAYS PER YEAR. ALL INDIVIDUALS ATTEND A VOCATIONAL/DAY ACTIVITY PROGRAM. 1116802 804727 ADULT DAY TRAINING:PROVIDES INDEPENDENT LIVING SKILLS AND VOCATIONAL TRAINING. SKILLS TRAINING FOCUSES ON BUILDING AN INDIVIDUALS PERSONAL INDEPENDENCE SKILLS THAT WILL ULTIMATELY ALLOW THEM TO INTEGRATE INTO THE COMMUNITY. A WIDE RANGE OF SKILLS SUCH AS COMMUNITY ADJUSTMENT, HOME MANAGEMENT, FUNCTIONAL ACADEMICS AND SOCIAL, HEALTH AND SAFETY SKILLS ARE TAUGHT ON A DAILY BASIS. INDIVIDUALS PARTICIPATING IN THIS TRAINING ARE ENCOURAGED TO LEARN AND PRACTICE APPROPRIATE SOCIAL BEHAVIORS AND SELF-DETERMINATION. SERVING APPROXIMATELY 92 ADULTS, 240 DAYS PER YEAR, MONDAY THROUGH FRIDAY. 66696 MAINTENANCE:2 FULL-TIME STAFF WHO MAINTAIN THE BUILDINGS AND GROUNDS FOR AFI INCLUDING ADMINISTRATIVE BUILDING, SKILLS-A & SKILLS-B, AND THE GROUP HOME. 1436749 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 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 0 0 0 0 1 0 0 108 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 1 0 0 FL X KATIE DAUGHTREY TINSLEY 8636653846 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 NEAL L O'TOOLE CHAIR 2.00 X X 0 0 0 DAVID HOUSTON TREASURER 2.00 X X 0 0 0 ANDREW M HERNAN SECRETARY 2.00 X X 0 0 0 JENNIFER ADAMS BOARD MEMBER 1.00 X 0 0 0 ANSLEY MARTIN FRESE BOARD MEMBER 1.00 X 0 0 0 MERCEDES I GUZMAN BOARD MEMBER 1.00 X 0 0 0 BOYD LIPHAM BOARD MEMBER 1.00 X 0 0 0 SHERRIE LONG BOARD MEMBER 1.00 X 0 0 0 PHIL LOSCH BOARD MEMBER 1.00 X 0 0 0 CHUCK MCDANAL BOARD MEMBER 1.00 X 0 0 0 THOMAS A PATTERSON BOARD MEMBER 1.00 X 0 0 0 JAMES L PREVITE BOARD MEMBER 1.00 X 0 0 0 BART ROSS BOARD MEMBER 1.00 X 0 0 0 SENA SCHIRM BOARD MEMBER 1.00 X 0 0 0 SCOTT R SLOMAN BOARD MEMBER 1.00 X 0 0 0 KIMBERLY E VOTERY BOARD MEMBER 1.00 X 0 0 0 WILLIAM WHEELER BOARD MEMBER 1.00 X 0 0 0 SHIRLEY A BALOGH PRESIDENT/CEO THROUGH 12/31/16 50.00 X 92555 0 1455 SHAWNA BUTLER PRESIDENT/CEO AS OF 1/1/17 50.00 X 5810 0 0 98365 0 1455 0 0 0 0 0 154718 472186 111498 626904 ADULT DAY TRAINING 624310 804727 804727 GROUP HOMES 624310 260016 260016 1064743 1136 1136 97980 154718 138869 -40889 -40889 520 0 520 520 16280 14647 1633 1633 MISCELLANEOUS INCOME 624310 3218 3218 3218 1657265 1064743 0 -34382 100598 65090 35508 917460 775316 94971 47173 11422 8884 2538 42478 34078 2274 6126 80322 70290 5801 4231 22097 19453 1996 648 9168 7858 710 600 68526 50044 7090 11392 144650 129390 13387 1873 101212 79006 21864 342 17318 1152 15913 253 4156 4156 40170 37814 939 1417 45407 12813 32594 ADULT DAY TRAINING 113776 111960 714 1102 GROUP HOMES 24333 24333 MEMBERSHIP DUES 7575 4631 614 2330 LICENSES AND TAXES 1576 1276 300 4259 3361 898 1756503 1436749 242267 77487 1850 1850 38662 138634 26731 9470 89624 120730 358 670 1814836 1569532 267106 245304 57727 63305 4316 4316 394 540 486768 584819 110952 108159 21115 177296 110952 306570 X 366792 193979 9024 84270 375816 278249 486768 584819 X -99238 5171 -3500 X 0 1 X 1 0 X 494951 567222 492079 865594 626904 3046750 494951 567222 492079 865594 626904 3046750 282323 2764427 8130 1369 1124 770 1136 12529 64836 70397 135233 27412 8502 3926 826 3218 43884 3238396 4665153 0.85360 0.74140 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2012 AMOUNT: $ 27,412. 2013 AMOUNT: $ 8,502. 2014 AMOUNT: $ 3,926. 2015 AMOUNT: $ 826. 2016 AMOUNT: $ 3,218. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56840 56840 1181645 1098582 83063 26755 18817 7938 549596 452133 97463 245304 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 63305 F 63305 X 1736452 5171 7000 67016 79187 1657265 0 1657265 1834019 7000 70516 77516 1756503 0 1756503 PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE STANDARD FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADDITIONAL DIRECT FUNDRAISING EVENT COSTS 52,369. SNACK BAR COSTS OF GOODS SOLD 14,647. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADDITIONAL DIRECT FUNDRAISING EVENT COSTS 52,369. BAD DEBT EXPENSE 3,500. SNACK BAR COSTS OF GOODS SOLD 14,647. WINE FESTIVAL 186646 117096 69550 1500 7418 65660 1000 14827 DINNER 52951 28821 24130 20000 4785 9636 6271 1 13101 8801 4300 2430 1655 3687 252698 154718 97980 21500 14633 76951 1000 24785 138869 -40889 X PROGRAM SUPPLIES 1 24998 FMV X AUCTION ITEMS 71 21500 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THERE SHALL BE A BOARD OPERATIONS COMMITTEE WHICH SHALL MEET AT THE REQUEST OF THE CHAIRPERSON OF THE BOARD OF DIRECTORS OR AT THE REQUEST OF THE MAJORITY OF THE BOARD OPERATIONS COMMITTEE. THE BOARD OPERATIONS COMMITTEE, WHICH SHALL BE COMPOSED OF THE CHAIR OF THE BOARD OF DIRECTORS, THE CHAIR OF THE PLANNING AND PROGRAM DEVELOPMENT COMMITTEE, THE CHAIR OF THE PERFORMANCE OVERSIGHT MONITORING COMMITTEE, THE CHAIR OF THE EXTERNAL RELATIONS AND RESOURCE DEVELOPMENT COMMITTEE, THE CHAIR OF THE AUDIT COMMITTEE AND THE PRESIDENT OF ALLIANCE. THE BOARD OPERATIONS COMMITTEE SHALL EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. ALL ACTIONS OR PROCEEDINGS OF THE BOARD OPERATIONS COMMITTEE SHALL BE REPORTED IN WRITING TO THE BOARD OF DIRECTORS ON A REGULAR BASIS AND AT THE BOARD OFDIRECTORS NEXT REGULAR MEETING. MINUTES OF THE BOARD OPERATIONS COMMITTEE MEETINGS SHALL BE KEPT BY THE DESIGNATED RECORDING SECRETARY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON DATA SUPPLIED BY THE ORGANIZATION. ONCE A REVIEW IS PERFORMED BY MANAGEMENT OF THE ORGANIZATION, THE FORM 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR THEIR FINAL REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 15A THE PERFORMANCE COMMITTEE AND THE OPERATIONS COMMITTEE REVIEW THE PERFORMANCE OF THE CEO AS WELL AS SEVERAL SALARY SURVEYS TO RECOMMEND THE CEO COMPENSATION TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE CEO. ALL DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MEETING MINTUES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTSAND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -3,500.