2017-08-03T10:54:13-05:00 2016-12-31 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2016-01-01 951690983 ABILITYFIRST ABIL 6263961010 1300 EAST GREEN STREET PASADENA CA 911062606 SONHUI ROBILOTTA CFO 6263961010 2017-07-31 1 LIZBETH NEVAREZ P01399868 3108731600 38.186.35.254 2017-07-31 12:05:39 PD P F9C10BE61D25E315D3C70BCF97B7FFDFBFC33783 6C8B530C791610345771B1ED404A82947AC3F505 2016 2021-01-29 14:40:06Z LORI E GANGEMI 1300 EAST GREEN STREET PASADENA CA 911062606 16614826 0 X WWW.ABILITYFIRST.ORG X 1926 CA HELP CHILDREN AND ADULTS WITH PHYSICAL & DEVELOPMENTAL DISABILITIES. 21 21 690 749 442362 -34040 1662820 3510814 4642835 8879815 2726633 1343427 328831 384293 9361119 14118349 0 0 0 0 5575770 10475497 0 0 747053 2409502 4634306 7985272 15109803 1375847 -991454 59113599 59641437 1702499 1381881 57411100 58259556 X ABILITYFIRST PROVIDES PROGRAMS FOR CHILDREN AND ADULTS WITH DISABILITIES AND SPECIAL NEEDS SERVICES, TO HELP PARTICIPANTS REACH THEIR FULL POTENTIAL THROUGHOUT THEIR LIVES BY LOOKING BEYOND DISABILITIES,FOCUSING ON CAPABILITIES, AND EXPANDING ONE'S POSSIBLITIES. 1 0 5201367 0 3819645 SOCIALIZATION AND RECREATIONAL SERVICES:ABILITYFIRST OPERATES SIX COMMUNITY CENTERS THROUGHOUT SOUTHERN CALIFORNIA AND SERVED APPROXIMATELY 1,660 CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. SCHOOL AGED CHILDREN PARTICIPATED IN AFTER SCHOOL AND SUMMER ENRICHMENT PROGRAMS, AQUATIC PROGRAMS DESIGNED TO DEVELOP KEY LIFE SKILLS SUCH AS IMPROVING THEIR COMMUNICATION AND SOCIALIZATION SKILLS AND TO BUILD CONFIDENCE. ADULTS PARTICIPATED IN DAY PROGRAMS DESIGNED TO ASSIST THEM IN SETTING AND REALIZING SPECIFIC INDIVIDUAL GOALS AND TO PURSUE ACTIVITIES THEY FIND INTERESTING, MEANINGFUL AND ENRICHING. 5026676 4579167 EMPLOYMENT SERVICES: ABILITYFIRST EMPLOYED, SUPPORTED, AND PLACED NEARLY 362 PEOPLE WITH DEVELOPMENTAL DISABILITIES. OPPORTUNITIES TO LEARN AND DEVELOP JOB SKILLS OCCURRED AT THREE WORK CENTERS THAT FULFILLED CONTRACTS FOR OVER 50 BUSINESS PARTNERS THROUGH WORK THAT INCLUDED ASSEMBLY, PACKAGING, AND MAILING. ABILITYFIRST ALSO OPERATES A COMPETITIVE DOCUMENT DESTRUCTION BUSINESS THAT SERVED NEARLY 100 SOUTHERN CALIFORNIA COMPANIES. ABILITYFIRST'S SUPPORTED EMPLOYMENT PROGRAM PLACED AND/OR SUPPORTED 128 PEOPLE WITH DISABILITIES AT BUSINESSES WITHIN A WIDE RANGE OF INDUSTRIES, INCLUDING FOOD SERVICES, RETAIL, SECURITY AND JANITORIAL. 1462272 385506 CAMPING SERVICES: CAMP PAIVIKA IN THE SAN BERNARDINO MOUNTAINS PROVIDED CAMP PROGRAMS TO 465 CHILDREN, TEENS, AND ADULTS WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES. ON TEN ACRES OVERLOOKING SOUTHERN CALIFORNIA, CAMP PAIVIKA PROVIDED THREE TO NINE NIGHT SUMMER SESSIONS AS WELL AS WEEKEND WINTER AND SPRING CAMP SESSIONS. CAMPERS WERE SUPPORTED BY SPECIALLY TRAINED STAFF AND PARTICIPATED IN TRADITIONAL CAMP ACITIVITIES INCLUDING HORSEBACK RIDING, ARCHERY, SWIMMING, COOKOUTS AND CAMPFIRES, ARTS AND CRAFTS, NATURE HIKES, ETC. 172563 95497 172563 95497 11862878 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 47 0 1 690 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 6263961010 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 JAY R HENNEBERRY TREASURER 1.00 X X 0 0 0 MIKE DOKMANOVICH SECRETARY 1.00 X X 0 0 0 RICK 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 WENDY LEES 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 288215 0 22378 KERI CASTANEDA CPO 40.00 X 142340 0 13945 SONHUI ROBILOTTA CFO AS OF 10/10/16 40.00 X 31233 0 218 JOSH CHAN CDO (AS OF 11/14/16) 40.00 X 12302 0 0 KEVIN SCHAFFELS CFO LEFT ON 10/28/16 40.00 X 141065 0 11502 JEFF CULBERTSON SR. DIRECTOR OF OPERATIONS 40.00 X 100413 0 7170 ISIS MCDONALD SR. DIRECTOR OF EMPLOYMENT 40.00 X 100965 0 11070 SHERI LUNN SR. DIRECTOR OF COMMUNICATIONS 40.00 X 102343 0 5155 918876 0 71438 6 0 1 0 0 1071874 2438940 187095 3510814 EMPLOYMENT SERVICE FEES 900099 4579167 4579167 RECREATIONAL SERV. FEES 900099 3819645 3819645 CAMPING SERVICE FEES 900099 385506 385506 OTHER SERVICE FEES 900099 95497 95497 8879815 1165996 1165996 448010 0 448010 448010 439550 8460 2286725 170000 2273968 5326 12757 164674 177431 177431 45335 1071874 203457 -158122 -158122 20637 7112 13525 13525 9426 6614 2812 2812 OTHER INCOME 900099 78068 78068 78068 14118349 8879815 442362 1285358 663197 540868 84893 37436 7902381 6394332 1044120 463929 206014 184844 15500 5670 1086602 974945 81752 29905 617303 501981 80373 34949 93928 93928 79470 79470 42195 42195 148660 39769 60438 48453 15205 7067 6712 1426 241028 155698 67625 17705 49364 6096 35841 7427 1255790 1033310 222473 7 336157 293929 36635 5593 26553 15935 5491 5127 749165 610772 138393 288625 237491 51132 2 PROGRAM SUPPLIES 376636 376636 OTHER PERSONNEL COSTS 334179 85009 213368 35802 EQUIP. LEASE & MAINT. 156761 120334 36427 CONTRACT MATERIALS 91474 91474 349116 192388 103106 53622 15109803 11862878 2499872 747053 936773 745234 544173 253307 818712 1046609 50007 99502 85481 44862 23337665 9940604 13641154 13397061 38390602 39192587 4646697 4862275 59113599 59641437 1702499 1317992 0 63889 1702499 1381881 X 50238540 50858886 2101261 2167461 5071299 5233209 57411100 58259556 59113599 59641437 X -991454 1751767 88143 X 0 1 X 1 0 X 4247272 3547488 3371456 1662820 3510814 16339850 8399508 8706096 9502282 4642835 8879815 40130536 12646780 12253584 12873738 6305655 12390629 56470386 19635 33280 66313 74388 85532 279148 0 19635 33280 66313 74388 85532 279148 56191238 1133234 1214527 1121653 580907 1182916 5233237 1133234 1214527 1121653 580907 1182916 5233237 32572 22408 54980 13575 13783 5500 28505 78068 139431 13826161 13481894 14000891 6937475 13651613 61898034 0.90780 0.90780 0.08450 0.08570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1870967 131700 85845 1916822 1943546 -22478 50101 1870967 1938649 56305 51408 1943546 1760140 211563 33054 1938649 1619151 140989 1760140 0.64100 0.35900 0 0 1102572 1102572 17580172 7057439 10522733 308885 228433 80452 3938995 2654732 1284263 407041 407041 13397061 SECURITY AND INSURANCE DEPOSITS 53173 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 4004469 BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS 804633 4862275 16050113 1751767 222192 1973959 14076154 42195 42195 14118349 15201657 134049 134049 15067608 42195 42195 15109803 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 6,614. CHANGE IN VALUE - BENEFICIAL INT. IN CHARITABLE REMAINDER TRUSTS 53,668. CHANGE IN VALUE - BENEFICIAL INTEREST IN PERPETUAL TRUSTS 161,910. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 6,614. UNCOLLECTIBLE A/R & PLEDGES 127,435. STROLL & ROLL 872676 872676 12414 15187 7283 103418 FESTIVAL OF FALL 143546 106971 36575 986 11539 1673 8299 14512 1 100987 92227 8760 2683 5536 7109 2634 10184 1117209 1071874 45335 16083 32262 16065 10933 128114 203457 -158122 20637 7112 1 0.90000 20637 7112 7112 13525 CA 1 0 0 0 1.00000 SONHUI ROBILOTTA 1300 E GREEN STREET PASADENA CA 91106 0 JULIA WALKUP 1825 MANAGE TICKET SALES AND DRAWINGS X 1 18573 X X X X X 0 0 0 0 0 0 0 0 0 LORI GANGEMI CEO 285128 0 0 0 3087 0 16299 0 6079 0 310593 0 0 0 KERI CASTANEDA CPO 142340 0 0 0 0 0 8181 0 5764 0 156285 0 0 0 KEVIN SCHAFFELS CFO LEFT ON 10/28/16 141065 0 0 0 0 0 6216 0 5286 0 152567 0 0 0 BLUE GREEN PRESERVATION KERI CASTENEDA, CPO OF ABILITY FIRST IS MARRIED TO THE COO OF BLUE GREEN 170000 ABILITYFIRST SOLD TEN LOW INCOME HOUSING PROJECTS TO BLUE GREEN PRESERVATION IN 2016. 0 X 9 22458 NET PROCEEDS FROM SALES X 1 25532 FMV X 9 19980 FMV X CONSTRUCTION MATERIALS 3 103633 FMV X SUPPLIES 2 8380 FMV X RAFFLED ITEMS 20 7112 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 HAROLD'S CAR DONATION SERVICE TO SOLICIT AND SELL VEHICLE DONATIONS. FORM 990, PART III, LINE 2 ABILITYFIRST BEGAN THE COLLEGE TO CAREER PROGRAM IN 2016 BY PROVIDING SUPPORT TO YOUNG ADULTS WITH DEVELOPMENTAL DISABILITIES, ASSISTING AND ENABLING THEM TO SUCCEED IN A POST SECONDARY EDUCATIONAL ENVIRONMENT. 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 EVERY TWO 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 AN INCREASE POOL. AFTER THE AGENCY WIDE BUDGET IS APPROVED BY THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS, A BUDGET FOR SALARY INCREASES THEN BECOMES AVAILABLE FOR EACH MANAGER TO AWARD THEIR STAFF BASED ON AN EMPLOYEE'S PERFORMANCE EVALUATION. ALL COMPENSATION CHANGES ARE SUBJECT TO REVIEW BY THE CEO AND DIRECTOR OF HUMAN RESOURCES. THE CEO APPROVES ALL COMPENSATION INCREASES INDEPENDENTLY, 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 161,910. CHANGE IN VALUE - BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 53,668. UNCOLLECTIBLE A/R & PLEDGES -127,435. FORM 990, PART VI, LINE 1A THE BOARD DELEGATES THE AUTHORITY TO THE EXECUTIVE COMMITTEE TO EVALUATE AND SET COMPENSATION LEVELS FOR THE CEO AND CFO.