2017-02-09T11:58:31-06:00 2016-09-30 481195228 KELLER & OWENS LLC 10955 LOWELL AVE STE 800 OVERLAND PARK KS 66210 990 2015-10-01 440552486 ALPHAPOINTE ALPH 8164215848 7501 PROSPECT KANSAS CITY MO 64132 JEFF MCHENRY CFO 8164215848 2017-02-08 1 RICH A BILI P00310364 9133383500 2015 2021-01-29 14:40:06Z REINHARD MABRY 7501 PROSPECT KANSAS CITY MO 64132 55708688 0 X WWW.ALPHAPOINTE.ORG X 1911 MO EMPLOY PEOPLE WHO ARE BLIND AND PROVIDE REHABILITATION SERVICES TO THE VISUALLY IMPAIRED 17 17 475 90 0 0 238228 70834 1739665 5776346 837563 290918 10277496 6026210 13092952 12164308 5030 5260 0 0 7798150 7358193 0 0 277987 4700513 3485544 12503693 10848997 589259 1315311 32840776 34875708 9681001 10159749 23159775 24715959 X EMPOWERING PEOPLE WITH VISION LOSS TO ACHIEVE THEIR GOALS AND ASPIRATIONS 0 0 479558 47732803 EMPLOYMENT AND TRAINING LED TO THE COMPETITIVE PLACEMENT OF 27 PERSONS WHO ARE BLIND INTO JOBS IN THE COMMUNITY. WE PROVIDED MANUFACTURING, CLERICAL AND RELATED EMPLOYMENT TO 214 LEGALLY BLIND PERSONS. ALPHAPOINTE DIRECTLY EMPLOYED A TOTAL OF 274 LEGALLY BLIND PEOPLE. 5408534 952433 COMPREHENSIVE REHABILITATION SERVICES FOR BLIND PERSONS-COMPREHENSIVE PERSONAL AND VOCATIONAL ADJUSTMENT SERVICES INCLUDING TEACHING OF BRAILLE, BASIC EDUCATION INSTRUCTION, DIABETES CONTROL, ORIENTATION AND MOBILITY, ACTIVITIES OF DAILY LIVING, COMPUTER TRAINING, VOCATIONAL COUNSELING AND PLACEMENT, COLLEGE PREPARATION ASSISTANCE AND SUMMER JOBS FOR HIGH SCHOOL STUDENTS. REHABILITATION SERVICES AIDED 823 BLIND PERSONS FROM OCTOBER 1, 2015 THROUGH SEPTEMBER 30, 2016. 152441 SENIOR ADULT SERVICES-ASSISTED 559 SENIORS WHO ARE BLIND OR LOSING VISION IN MAINTAINING INDEPENDENCE THROUGH GROUP PRESENTATIONS AS WELL AS INDIVIDUAL ASSESSMENT, INFORMATION AND REFERRAL, IN-HOME COUNSELING, VOLUNTEER ASSISTANCE AND RELATED SERVICES. EDUCATION AND OUTREACH PROVIDED TO OVER 7,080 PERSONS PLUS FAMILY AND OTHER CAREGIVERS. 217424 5260 332533 SPECIAL SERVICES/OUTREACH-PROVIDES INFORMATION AND REFERRAL ABOUT BLINDNESS AND ADAPTIVE DEVICES, BRAILLE TRANSCRIPTION AND RECORDING TEXTBOOKS AND OTHER MATERIALS ON TO CASSETTE TAPES FOR USE BY BLIND STUDENTS AND OTHER BLIND USERS. VOLUNTEERS RECORD THE TEXTBOOKS. LOW-TECH ADAPTIVE EQUIPMENT IS SOLD TO BLIND INDIVIDUALS AND INDIVIDUALIZED HEALTH AND WELLNESS TRAINING IS PROVIDED. SERVICES WERE PROVIDED TO OVER 1,852 VISUALLY IMPAIRED PERSONS.EDUCATION FOR BLIND CHILDREN-PROVIDE ASSISTANCE TO CHILDREN'S CENTER FOR THE VISUALLY IMPAIRED. APPROXIMATELY 286 CHILDREN AND YOUTH WERE SERVED THROUGH DONATIONS TO ALPHAPOINTE ADVENTURE CAMP, TECHNOLOGY CAMP AND MONTHLY YOUTH DEVELOPMENT PROGRAMS. 95299 LOW VISION CLINIC--PROVIDED 184 VISUALLY IMPAIRED PATIENTS WITH AN EXTENDED OPTOMETRIC EVALUATION AND OCCUPATIONAL THERAPY EVALUATION TO DETERMINE EYEGLASS, MAGNIFICATION AND LIGHTING NEEDS TO MAXIMIZE READING ABILITY AND INDEPENDENCE IN DAILY LIVING SKILLS. 312723 5260 332533 6353256 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 59 0 475 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X REINHARD MABRY 8164215848 7501 PROSPECT KANSAS CITY MO 64132 JAMES BARRY TRUSTEE 1.00 X 0 0 0 SHERI JOHNSON TRUSTEE 1.00 X 0 0 0 KEN ROBERSON TRUSTEE 1.00 X 0 0 0 CORNELIUS BOERSMA IV TRUSTEE 1.00 X 0 0 0 STEPHEN MOCK TREASURER 1.00 X X 0 0 0 ED MARQUETTE CHAIRMAN 1.00 X X 0 0 0 JEFF LYNCH FIRST VICE CHAIR 1.00 X X 0 0 0 JIM DAY TRUSTEE 1.00 X 0 0 0 SHEILA SECK SECRETARY 1.00 X X 0 0 0 MICHAEL WILLIAMS TRUSTEE 1.00 X 0 0 0 FREDRIC HUGUE 2ND VICE CHAIRMAN 1.00 X X 0 0 0 MARC BAILIN TRUSTEE 1.00 X 0 0 0 DANNY DAVIES TRUSTEE 1.00 X 0 0 0 MICHAEL GREENSTEIN TRUSTEE 1.00 X 0 0 0 JACK MUHLSTEIN TRUSTEE 1.00 X 0 0 0 KATHRYN DUSENBERY TRUSTEE 1.00 X 0 0 0 JAN JONES TRUSTEE 1.00 X 0 0 0 REINHARD MABRY CEO/PRESIDENT 40.00 X 244264 0 71686 JEFF MCHENRY CFO 40.00 X 114191 0 27107 MICHAEL STEPHENS VP OF OPERATIONS 40.00 X 116882 0 21513 MICHAEL MCCABE VP OF SALES 40.00 X 125158 0 29534 GERALD MALONEY DIRECTOR OF CALL CENTER 40.00 X 110756 0 5387 BRENDA MEE DIRECTOR OF BUSINESS DEVELOPMENT 40.00 X 107600 0 23942 818851 0 179169 6 0 1 0 STIVERS STAFFING SERVICES 200 WEST MONROE STREET CHICAGO IL 606065015 STAFFING 223563 KELLER & OWENS 10955 LOWELL AVE SUITE 800 OVERLAND PARK KS 66210 AUDITING 124615 SYNERY STAFFING 8575 W 110TH STREET SUITE 314 OVERLAND PARK KS 66210 STAFFING 113284 3 58895 11939 11939 70834 REHABILIATION & EDUCATION SERVICE 624310 5201521 5201521 SERVICES PERFORMED FOR SUPPORTING 900099 332533 332533 MISSOURI STATE SUBSIDY 900099 242292 242292 5776346 375820 375820 5832472 389000 5591170 715204 241302 -326204 -84902 -84902 43241423 37238006 6003417 6003417 REFUND RECEIVED 900099 22793 22793 22793 12164308 11802556 0 290918 5260 5260 530605 81038 378337 71230 4788973 2842062 1852362 94549 105212 54081 45055 6076 1594600 1016601 514839 63160 338803 159828 165985 12990 45860 45860 143622 143622 16538 16538 265212 169973 93139 2100 98720 27012 69492 2216 846241 589161 246278 10802 21962 4080 17882 1055452 852292 197606 5554 87313 78364 7316 1633 295355 99971 192663 2721 46 46 359746 169972 186511 3263 91335 90964 371 DUES & SUBSCRIPTIONS 71308 30897 39020 1391 PROGRAM SUPPLIES 60661 60661 BAD DEBTS 15000 15000 PERSONNEL DEVELOPMENT 11173 5993 4878 302 10848997 6353256 4217754 277987 X 6426 194978 213873 391565 4458218 4987670 5791295 5401603 271862 1612861 22546188 11442920 10689025 11103268 8880559 8392988 1688452 1736888 639562 674209 201504 379678 32840776 34875708 3507753 3465649 106776 190787 4130000 5629546 1340558 243556 595914 630211 9681001 10159749 X 21053905 22423388 367418 505683 1738452 1786888 23159775 24715959 32840776 34875708 1315311 240873 0 X 0 1 X 1 1 0 X 498319 312684 5113044 238228 93627 6255902 498319 312684 5113044 238228 93627 6255902 6255902 329578 330034 359859 249676 375820 1644967 7900869 190347007 0.79180 0.80880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 402670 433667 467653 1303990 1955985 100668 108417 116913 325998 488997 126399 30213 1925 656 154031 130335 -3265 671 126399 118267 12700 632 130335 108070 10756 559 118267 91856 16725 511 108070 0.00000 0.32460 0.67540 0 0 684855 684855 11545898 4435046 7110852 118788 18441 100347 9910607 6989433 2921174 286040 286040 11103268 INVESTMENT HELD FOR ALPHAPOINTE FOUNDATION 630211 630211 X PART V, LINE 4: THE ORGANIZATION INTENDS TO USE ITS ENDOWMENT FUNDS AND RELATED INVESTMENT RETURNS AS NECESSARY TO PROVIDE COMPETITIVE AND LONG TERM EMPLOYMENT FOR THE VISUALLY IMPAIRED. THIS COULD INCLUDE CAPITAL PROJECTS, FACILITY OR BUSINESS EXPANSION, OR TO SUPPORT FINANCIALLY CHALLENGED OPERATIONS OR SERVICES DURING PERIODS OF BUSINESS DOWNTURNS. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF THE FASB ASC 740-10 AS IT MIGHT APPLY TO THE ORGANIZATION'S FINANCIAL TRANSACTIONS. THE ORGANIZATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL TO THE ORGANIZATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF SEPTEMBER 30, 2016 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. 1 X X 0 0 0 0 0 0 0 0 0 REINHARD MABRY CEO/PRESIDENT 244264 0 0 0 0 0 7452 0 64234 0 315950 0 0 0 MICHAEL MCCABE VP OF SALES 125158 0 0 0 0 0 3879 0 25655 0 154692 0 0 0 A INDUSTRIAL REVENUE DEVELOPMENT AUTHORITY OF KANSAS CITY 431157670 2016-06-28 4225325 REFINANCE OF EXISTING BOND 0 0 0 B INDUSTRIAL REVENUE DEVELOPMENT AUTHORITY OF KANSAS CITY 431157670 2016-06-28 1454000 PURCHASE OF EQUIPMENT FOR NEW ACTIVITY 0 0 0 A 4130000 4225325 84433 10892 2016 1 0 1 1 B 1454000 29000 1242797 182203 2016 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 1 0 0 0 0 A 1 B 1 SCHEDULE K, PART II, COLUMN A, LINE 9 THE WORKING CAPITAL EXPENDITURE REPRESENTS ACCRUED INTEREST ON THE BONDS RETIRED. JACK MUHLSTEIN CURRENT BOARD MEMBER, 50% OWNER OF COMPANY 502840 INVENTORY PURCHASED FROM BOARD MEMBER'S COMPANY AND RENT FOR STORAGE OF INVENTORY 0 FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 IS MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. THE CONTROLLER AND CFO REVIEW THE TAX RETURN. THE AUDIT COMMITTEE WILL REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST WHEN THEY ARISE AND ARE PROPERLY WITHHELD FROM ANY DISCUSSIONS OR DECISION MAKING THAT MAY BE AFFECTED BY THE DISCLOSED CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S CEO COMPENSATION IS REVIEWED AND UPDATED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE USES COMPARABILITY DATA OF SIMILAR ORGANIZATIONS WHEN DETERMINING COMPENSATION. THE EXECUTIVE COMMITTEE DOCUMENTS ITS DECISION PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, PROGRAM SERVICE EXPENSES ACCORDING TO IRS INSTRUCTIONS, THE COST OF SALES IS REPORTED ON LINE 10B OF PART VIII, THE STATEMENT OF REVENUES. THESE COSTS OF $37,238,006 INCLUDE MATERIALS, LABOR AND OVERHEAD RELATED TO THE SELLING OF INVENTORY, ALL OF WHICH RELATE TO THE COMPANY'S ACTIVITIES OF PROVIDING EMPLOYMENT TO INDIVIDUALS WITH VISION LOSS. THESE COSTS ARE EXCLUDED FROM PART IX, THE STATEMENT OF FUNCTIONAL EXPENSES. THE MANAGEMENT AND GENERAL EXPENSES OF $4,217,754 REPORTED IN PART IX SUPPORT THE SALES AND COST OF GOODS SOLD PROGRAMS REFERENCED IN PART VIII AS WELL AS THE ORGANIZATION'S OTHER PROGRAM SERVICES. IF THE COSTS REPORTED IN PART VIII WERE INCLUDED IN THE PROGRAM SERVICE EXPENSES ON PART IX, TOTAL PROGRAM SERVICE EXPENSE (COLUMN B) AS A PERCENT OF TOTAL EXPENSES (COLUMN A) WOULD CALCULATE TO BE 90.65%, AND THE MANAGEMENT AND GENERAL EXPENSES (COLUMN C) WOULD CALCULATE TO BE 8.77% OF TOTAL EXPENSES. ALPHAPOINTE FOUNDATION 7501 PROSPECT KANSAS CITY MO 64132 320330530 SUPPORTING ALPHAPOINTE MO 501(C)(3) LINE 11A, I ALPHAPOINTE (THIS ORGANIZATION) 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1