2017-10-26T09:10:49-05:00 2016-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2016-01-01 043543134 THE DOUG FLUTIE JR FOUNDATION FOR AUTISM INC DOUG 6173324040 C/O BLOUIN CO2020 COMMONWEALTH AVE NEWTON MA 02466 LISA BORGES EXECUTIVE DIRECTOR 6173324040 2017-10-19 1 ALFONSO PERILLO P00950491 6172276161 2017-10-19 38.111.9.114 2017-10-19 16:16:25 ED P 0D76887A21FF303987ADF0E4D0B068FF6EB2BB99 7B9423264EE20FA3C0D495B426B17FE7BAF8014C 2016 2021-01-29 14:40:06Z DAVID R BLOUIN CPA C/O BLOUIN CO2020 COMMONWEALTH AVE NEWTON MA 02466 2248742 0 X WWW.FLUTIEFOUNDATION.ORG X 2000 MA TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AND FAMILIES AFFECTED BY AUTISM. 12 12 13 104 0 0 1624689 1103510 3216 17755 210536 57098 -119390 -141800 1719051 1036563 490134 534619 0 0 308027 404393 0 0 193116 264147 342654 1062308 1281666 656743 -245103 3135878 3019949 486187 521381 2649691 2498568 THE GOAL OF THE FLUTIE FOUNDATION IS TO HELP FAMILIES AFFECTED BY AUTISM LIVE LIFE TO THE FULLEST. THROUGH OUR PROGRAMS AND PARTNERSHIPS, WE HELP PEOPLE WITH AUTISM GET ACCESS TO CARE; LEAD MORE ACTIVE LIFESTYLES; AND GROW TOWARD ADULT INDEPENDENCE. 0 0 534619 534619 THROUGH THE FOUNDATION'S ANNUAL GRANT CYCLE, 41 GRANTS WERE DISTRIBUTED TO ORGANIZATIONS THAT PROVIDE SERVICES, EDUCATION AND ADVOCACY TO INDIVIDUALS WITH AUTISM AND THEIR FAMILIES AS WELL AS TRAINING FOR PROFESSIONALS IN THE FIELD. THE FOUNDATION ALSO PROVIDED 22 AUTISTIC CHILDREN WITH LO-JACK TRANSMITTER DEVICES AND PROVIDED FINANCIAL SUPPORT TO 49 AUTISTIC CHILDREN AND THEIR PARENTS. 35000 ACCESSSPORTAMERICA- AN ADAPTIVE WATER SPORTS PROGRAM THAT GAVE 74 CHILDREN AND ADULTS WITH AUTISM AN OPPORTUNITY TO PARTICIPATE IN WINDSURFING, HAWAIIAN OUTRIGGER CANOEING, SURFING, AND WATER-SKIING SESSIONS. 340017 17755 OTHER DIRECT PROGRAM EXPENSES AND MISCELLANEOUS AUTISM AWARENESS EXPENDITURES INCLUDING FLUTIE SPECTRUM ENTERPRISES, A DISREGARDED ENTITY FOR TAX PURPOSES, WHICH UTILIZES BUSINESS PRINCIPLES TO FULFILL ITS MISSION OF EMPLOYING ADULTS WITH AUTISM THROUGH PROVISION OF OFFICE SOLUTION SERVICES. 909636 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 13 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA FL X X DAVID R BLOUIN CPA 6173324040 2020 COMMONWEALTH AVE NEWTON MA 02466 DOUGLAS R FLUTIE PRESIDENT/DIRECTOR 2.00 X X 0 0 0 LAURIE M FLUTIE VICE PRESIDENT/DIRECTOR 2.00 X X 0 0 0 TINA CANTU CO-CHAIR/CLERK 4.00 X X 0 0 0 ADAM WAITKEVICH DIRECTOR 2.00 X 0 0 0 MICHAEL SHUNNEY DIRECTOR 2.00 X 0 0 0 MATTHEW MCKENZIE DIRECTOR 2.00 X 0 0 0 DAVID R BLOUIN TREASURER/CO-CHAIR/DIRECTO 4.00 X X 0 0 0 TONY LYONS DIRECTOR 2.00 X 0 0 0 CHUCK MURPHY DIRECTOR 2.00 X 0 0 0 DAVID MORRIS DIRECTOR 2.00 X 0 0 0 DANIEL BLECK DIRECTOR 2.00 X 0 0 0 RISA GREENDLINGER DIRECTOR 2.00 1.00 X 0 0 0 LISA A BORGES EXECUTIVE DIRECTOR/FSE DIR 30.00 5.00 X 90000 0 2663 90000 0 2663 0 0 0 0 0 336676 766834 49262 1103510 OFFICE SOLUTION SERVICES 541900 17755 17755 17755 57073 57073 1036468 1036443 25 25 25 33936 336676 175736 -141800 -141800 1036563 17755 0 -84702 459551 459551 62461 62461 12607 12607 92663 74130 4633 13900 270987 137796 38482 94709 2025 1648 333 44 5500 1100 275 4125 33218 19455 3911 9852 43985 43985 17044 17044 9081 4500 4581 24000 24000 26397 3219 18585 4593 39290 14100 13596 11594 28620 17372 2988 8260 6791 4754 73 1964 2588 1812 776 6200 6200 6362 2567 2512 1283 PROGRAM SPONSORSHIPS AN 61883 61883 DEVELOPMENT COSTS 55379 6681 6682 42016 CREDIT CARD PROCESSING 15034 15034 1281666 909636 178914 193116 61846 100760 592799 384465 329082 191759 14737 15116 19523 13104 6566 6419 2112917 2298530 8456 14222 9475 8678 3135878 3019949 18363 18051 429998 472158 37826 31172 486187 521381 X 2292257 2150210 357434 348358 2649691 2498568 3135878 3019949 X -245103 92275 1705 X X 0 1 X 1 0 X 765304 1068540 807942 1624689 1103510 5369985 765304 1068540 807942 1624689 1103510 5369985 268613 5101372 58102 60306 65920 65023 57073 306424 5676409 90323 0.89870 0.89970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 357434 136409 145485 348358 81916 328485 52967 357434 89819 53600 61503 81916 135556 72698 114249 4186 89819 15000 205556 70000 15000 135556 1.00000 0 0 19523 13104 6419 6419 REFUNDABLE ADVANCES 31172 31172 PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS AT DECEMBER 31, 2016 CONSISTED OF THE FOLLOWING: IPAD PROGRAM 116,599 TIME-RESTRICTED GRANT 231,759 TOTAL $348,358 1 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION N/A 12607 0 0 0 0 0 0 12607 0 12607 NORTH AMERICA - CANADA AND MEXICO BUT NOT THE UNITED STATES PROGRAM SUPPORT 7207 CHECK N/A N/A NORTH AMERICA - CANADA AND MEXICO BUT NOT THE UNITED STATES PROGRAM SUPPORT 5400 CHECK N/A N/A 2 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION MAINTAINS ADEQUATE RECORDS PERTAINING TO THE AMOUNT OF GRANTS GIVEN TO EACH ORGANIZATION ON AN ANNUAL BASIS. THE ORGANIZATION ALSO DETAILS ITS SELECTION CRITERIA ON ITS WEBSITE AND WITHIN EACH APPLICATION PACKAGE. PART I, LINE 3: ACCRUAL METHOD OF ACCOUNTING NIGHT TO SHINE GALA 153781 129772 24009 24009 24009 60526 FLUTIE 5K 108338 108338 26284 1 108493 98566 9927 9927 9927 21054 370612 336676 33936 33936 33936 107864 175736 -141800 1 3LPLACE INC 50 WHITMAN ST SOMERVILLE MA 02114 264668957 501(C)(3) 8000 N/A N/A PROGRAM SUPPORT ABILIS INC 50 GLENVILLE ST GREENWICH CT 06831 066009327 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT ANIMAL WELFARE SOCIETY PO BOX 43 W KENNEBUNK ME 04094 237018176 501(C)(3) 8773 N/A N/A PROGRAM SUPPORT ASPERGERAUTISM NETWORK 51 WATER ST WATERTOWN MA 02472 043376227 501(C)(3) 15000 N/A N/A PROGRAM SUPPORT AUTISM ALLIANCE OF METROWESTADVOCATES 1881 WORCESTER RD FRAMINGHAM MA 01701 237451423 501(C)(3) 15000 N/A N/A PROGRAM SUPPORT AUTISM CONNECTIONS 116 PLEASANT ST EAST HAMPTON MA 01027 042210685 501(C)(3) 15000 N/A N/A PROGRAM SUPPORT AUTISM INSURANCE RESOURCE CTR 55 LAKE AVENUE NORTH WORCESTER MA 01655 043108190 501(C)(3) 30000 N/A N/A PROGRAM SUPPORT BOSTON CHINATOWN NEIGHBORHOOD 38 ASH ST BOSTON MA 02111 237209691 501(C)(3) 20000 N/A N/A PROGRAM SUPPORT BROOKLYN PUBLIC LIBRARY 10 GRAND ARMY PLAZA BROOKLYN NY 11238 111904261 501(C)(3) 9000 N/A N/A PROGRAM SUPPORT BURBANK READING YMCA 50 TREMONT ST MELROSE MA 02176 042013551 501(C)(3) 7500 N/A N/A PROGRAM SUPPORT CROSSROADS SCHOOL INC 11 HURON DR NATICK MA 01760 061660628 501(C)(3) 9000 N/A N/A PROGRAM SUPPORT ELSA INC 25732 VISTA VERDE DR CALABASAS CA 91302 800484066 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT FRIENDS OF THE NEW YORK TRANSIT MUSEUM 130 LIVINGSTON ST BROOKLYN NY 11201 113299408 501(C)(3) 12500 N/A N/A PROGRAM SUPPORT FRIENDSHIP HOME 458 MAIN ST NORWELL MA 02061 048295500 501(C)(3) 30000 N/A N/A PROGRAM SUPPORT GIVING ALTERNATIVE LEARNERS UPLIFTING OPPORTUNITIES INC (GALLOPNYC) 540 PRESIDENTS ST BROOKLYN NY 11215 050615968 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT HMEA 8 FORGE PARK EAST FRANKLIN MA 02038 042300014 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT OCA OPPORTUNITY COMMUNITY ABILITY INC 4917 ELI ST ORLANDO FL 32804 264366486 501(C)(3) 15803 N/A N/A PROGRAM SUPPORT PROMISE INC PO BOX 120028 W MELBOURNE FL 32912 900520600 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT QSAC INC 253 WEST 35TH ST NEW YORK NY 10001 112482974 501(C)(3) 10500 N/A N/A PROGRAM SUPPORT RHODE ISLAND ZOOLOGICAL SOCIETY 1000 ELMWOOD AVENUE PROVIDENCE RI 10001 056016675 501(C)(3) 10800 N/A N/A PROGRAM SUPPORT STOCKTON UNIVERSITY 101 VERA KING FARRIS DRIVE GALLOWAY NJ 08205 222832788 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT TECH KIDS UNLIMITED 261 BROADWAY NEW YORK NY 10007 462451747 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT THE ARC OF BRISTOL COUNTY 141 PARK ST ATTLEBORO MA 02703 042281165 501(C)(3) 15000 N/A N/A PROGRAM SUPPORT THE ARC OF THE UNITED STATES 1825 K ST NW WASHINGTON DC 20006 135642032 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT THE SPORTS MUSEUM OF NEW ENGLAND 100 LEGENDS WAY BOSTON MA 02114 042637109 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT TRIANGLE INC 420 PEARL ST MALDEN MA 02148 042486905 501(C)(3) 8000 N/A N/A PROGRAM SUPPORT UMASS FOUNDATIONCAMP SHRIVER 225 FRANKLIN ST BOSTON MA 02110 046013152 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT MUSIC CONSERVATORY OF WESTCHESTER 216 CENTRAL AVE WHITE PLAINS NY 10606 136007082 501(C)(3) 6500 N/A N/A PROGRAM SUPPORT NEMOURS FUND FOR CHILDREN'S HEALTH 6900 TAVISTOCK LAKES BLVD ORLANDO FL 32827 590634433 501(C)(3) 9673 N/A N/A PROGRAM SUPPORT NICHOLAS CENTER LTD 382 MAIN ST PORT WASHINGTON NY 11050 452022370 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT NORTHEAST ARCAUTISM SUPPORT CENTER 6 SOUTHSIDE RD DANVERS MA 01923 042232416 501(C)(3) 15000 N/A N/A PROGRAM SUPPORT UNITED SOUND INC 2826 E CAMPBELL RD GILBERT AZ 85234 471534338 501(C)(3) 10200 N/A N/A PROGRAM SUPPORT VERMONT FAMILY NETWORK 600 BLAIR PARK RD WILLISTON VT 05495 331194900 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT WALDEN FAMILY SERVICES 6150 MISSION GORGE RD SAN DIEGO CA 92120 942358632 501(C)(3) 30000 N/A N/A PROGRAM SUPPORT WATERVILLE VALLEY ADAPTIVE SPORTS PO BOX 505 WATERVILLE NH 03215 454078437 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT 35 0 PROVISION OF FUNDING TO SUPPORT AUTISTIC CHILDREN 41 49403 PROVISION OF LO-JACK TRANSMITTER DEVICES TO SUPPORT AUTISTIC CHILDREN 22 9058 FMV LO-JACK TRANSMITTER DEVICES PROVISION OF SCHOLARSHIP FUNDING TO PARENTS OF AUTISTIC CHILDREN 8 4000 PART I, LINE 2: THE ORGANIZATION MAINTAINS ADEQUATE RECORDS PERTAINING TO THE AMOUNT OF GRANTS GIVEN TO EACH ORGANIZATION ON AN ANNUAL BASIS ALONG WITH DOCUMENTATION INDICATING THE RECIPIENT'S 501(C)(3) STATUS. THE ORGANIZATION ALSO DETAILS ITS SELECTION CRITERIA ON ITS WEBSITE AND WITHIN EACH APPLICATION PACKAGE. X AUCTION ITEMS 72 38949 FMV X WEBSITE DEVELOPMENT COSTS (CAPITALIZED) 1 10313 ACTUAL BILLING 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DOUGLAS R. FLUTIE AND LAURIE M. FLUTIE - FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS A SINGLE CLASS OF MEMBERS, EACH OF WHOM IS ENTITLED TO VOTE ON ALL MATTERS COMING BEFORE THE MEMBERS. MEMBERS ENTITLED TO VOTE SHALL HAVE ONE VOTE EACH UNLESS OTHERWISE PROVIDED BY THE ARTICLES OF ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS SHALL BE ELECTED AT THE ANNUAL MEETING OF THE MEMBERS BY SUCH MEMBERS AS HAVE THE RIGHT TO VOTE AT SUCH ELECTION. THE NUMBER OF DIRECTORS MAY BE INCREASED OR DECREASED AT ANY TIME OR FROM TIME TO TIME BY THE MEMBERS BY A VOTE OF A MAJORITY OF THE MEMBERS THEN IN OFFICE; PROVIDED, HOWEVER, THAT THE NUMBER OF DIRECTORS MAY ONLY BE DECREASED TO ELIMINATE VACANCIES EXISTING BY REASON OF THE DEATH, RESIGNATION OR REMOVAL OF ONE OR MORE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B EACH MEMBER SHALL BE ENTITLED TO VOTE ON ALL MATTERS COMING BEFORE THE MEMBERS. THE MEMBERS MAY INCREASE AND DECREASE THE NUMBER OF MEMBERS AND MAY APPOINT ADDITIONAL MEMBERS AT ANY SPECIAL MEETING, BY A VOTE OF A MAJORITY OF THE MEMBERS ENTITLED TO VOTE THEREON; PROVIDED, HOWEVER, THAT THE MEMBERS MAY ONLY DECREASE THE NUMBER OF MEMBERS AT A SPECIAL MEETING TO ELIMINATE VACANCIES CAUSED BY DEATH, RESIGNATION, REMOVAL OR DISQUALIFICATION OF ONE OR MORE MEMBERS. THE MEMBERS MAY FROM TIME TO TIME DESIGNATE ONE OR MORE PERSONS OR ENTITIES WHO SHALL SUCCEED THEM AT ANY TIME THAT THERE ARE NO MEMBERS BECAUSE OF THE DEATH, RESIGNATION, REMOVAL OR DISQUALIFICATION OF ALL EXISTING MEMBERS, AND AT SUCH TIME THE PERSONS OR ENTITIES SO DESIGNATED SHALL AUTOMATICALLY BECOME MEMBERS OF THE CORPORATION WITHOUT ANY FURTHER ACTION WHATSOEVER, OR IF NO SUCH DESIGNATION IS THEN IN FORCE, THE PERSONS WHO ARE THEN SERVING AS DIRECTORS SHALL BECOME THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE FORM 990 IS THEN REVIEWED AT THE NEXT SCHEDULED BOARD MEETING WITH THOSE IN ATTENDANCE. FORM 990, PART VI, SECTION B, LINE 12C ADHERENCE TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES ARE MONITORED BY THE EXECUTIVE DIRECTOR. AN ANNUAL DISCLOSURE QUESTIONNAIRE IS DISTRIBUTED TO ALL BOARD MEMBERS. THE POLICY COVERS ANY DIRECTOR, OFFICER, AND EXECUTIVE DIRECTOR OF THE FOUNDATION. UPON BECOMING AWARE OF ANY ISSUE, THE BOARD OF DIRECTORS REVIEWS AND DETERMINES THE OUTCOME. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION HAS A COMPENSATION COMMITTEE WHICH IS COMPRISED OF SEVERAL BOARD MEMBERS AND THE TREASURER. THE COMMITTEE MEETS ONCE A YEAR AND REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER TOP MANAGEMENT EMPLOYEES BASED ON COMPARABILITY DATA AND MAKES RECOMMENDATIONS TO THE BOARD. THE COMPENSATION PAID TO THESE EMPLOYEES IS THEN APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. THE 2016 AUDITED FINANCIAL STATEMENTS AS WELL AS THE IRS DETERMINATION LETTER ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: REFUND OF UNEXPENDED GRANT FUNDS 1,705. FORM 990, PAGE 12, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. FORM 990, PART I, LINE 6 THE NUMBER OF VOLUNTEERS IS BASED ON THE NUMBER THAT SIGN UP TO VOLUNTEER FOR OUR SPECIAL EVENTS THROUGHOUT THE YEAR. VOLUNTEERS PROVIDE SERVICES IN A NUMBER OF DIFFERENT WAYS RELATED TO SPECIAL EVENTS. FORM 990, PART I, LINE 19 AS REPORTED ON PAGE 1 LINE 19 OF IRS FORM 990, THE FOUNDATION'S REVENUES WERE LESS THAN THE PREVIOUS YEARS, WHICH RESULTED IN A DEFICIT IN 2016. THE PRIMARY REASON FOR THE NET LOSS WAS THAT A $450,000 MULTIYEAR GRANT WAS RECOGNIZED IN FULL AS REQUIRED UNDER US GAAP (GENERALLY ACCEPTED ACCOUNTING PRINCIPLES) IN 2015. ACCORDINGLY, CASH INSTALLMENTS THAT WERE RECEIVED BY THE FOUNDATION UNDER THE GRANT ARE NOT REFLECTED IN 2016 FINANCIAL RESULTS. FLUTIE SPECTRUM ENTERPRISES LLC 1001 WORCESTER ROAD FRAMINGHAM MA 01701 473456883 EMPLOY ADULTS WITH AUTISM MA 117755 105745 THE DOUG FLUTIE JR FOUNDATION FOR AUTISM INC