2016-12-15T00:00:00-06:00 2016-06-30 383635706 REHMANN ROBSON LLC 1500 W BIG BEAVER RD 2ND FLR TROY MI 48084 990 2015-07-01 381366931 LEADER DOGS FOR THE BLIND LEAD 2486519011 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 SUSAN M DANIELS CHIEF EXECUTIVE OFFICER 2486519011 2016-12-09 1 KATHLEEN M UNDERHILL CPA P00589677 2489525000 2016-12-06 2015 2017-02-10 21:41:12Z SUSAN M DANIELS 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 17314800 0 X WWW.LEADERDOG.ORG X 1952 MI EMPOWERING PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED WITH LIFELONG SKILLS FOR SAFE AND INDEPENDENT DAILY TRAVEL. 26 26 164 1118 35844 4399 15120566 15981804 0 0 98736 -288852 197280 270597 15416582 15963549 1085321 1866302 0 0 8002043 8335737 153000 103980 2323393 4675770 4860380 13916134 15166399 1500448 797150 31459938 33063502 4912894 5728750 26547044 27334752 X EMPOWERING PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED WITH LIFELONG SKILLS FOR SAFE AND INDEPENDENT DAILY TRAVEL. 0 0 8498803 20954 GUIDE DOG TRAINING: SINCE 1939, LEADER DOG HAS OPERATED ONE OF THE WORLD'S MOST RESPECTED AND INNOVATIVE GUIDE DOG PROGRAMS. THE FREE, 26-DAY RESIDENTIAL TRAINING PROGRAM WELCOMES CLIENTS WHO ARE LEGALLY BLIND, AT LEAST 16 YEARS OLD, HAVE GOOD ORIENTATION AND MOBILITY SKILLS AND ARE ABLE TO CARE FOR THEIR DOG.TRAINING IS PERSONALIZED FOR EACH CLIENT. THANKS TO SOPHISTICATED BREEDING, PUPPY RAISING AND DOG TRAINING PROGRAMS, LEADER DOG IS ABLE TO MATCH CLIENTS WITH A DOG THAT BEST FITS THEIR LIFESTYLE, TRAVEL PACE, PHYSICAL SIZE, STAMINA AND OTHER CONSIDERATIONS. CLIENTS HAVE THE OPPORTUNITY TO TRAIN WITH THEIR GUIDE DOG IN A WIDE VARIETY OF SITUATIONS TO FIT THEIR CURRENT AND FUTURE NEEDS, INCLUDING URBAN, SUBURBAN AND RURAL LOCATIONS; COLLEGE CAMPUSES; BUSY STORES AND MALLS AND OTHER ENVIRONMENTS. 169658 GPS TECHNOLOGY: CLIENTS RECEIVE AND ARE INSTRUCTED IN THE USE OF A FREE GPS DEVICE THAT PROVIDES LOCATION, DIRECTION, STREET NAME, NEARBY POINTS OF INTEREST AND OTHER INFORMATION.THIS TECHNOLOGY EMPOWERS CLIENTS TO IDENTIFY THEIR CURRENT LOCATION AND PLAN THEIR OWN TRAVEL, RATHER THAN RELYING ON OTHERS TO FILL THIS NEED.GPS TECHNOLOGY ALLOWS PEOPLE TO TRAVEL FURTHER AND EXPLORE NEW DESTINATIONS. 544028 VOLUNTEER AND COMMUNITY OUTREACH PROGRAM: THE LEADER DOG VOLUNTEER PROGRAM PROVIDES AN OPPORTUNITY FOR VOLUNTEERS TO MAKE A DIFFERENCE IN THE LIVES OF PEOPLE WHO ARE BLIND AND VISUALLY IMPAIRED. VOLUNTEERS ARE INTEGRAL TO DAILY OPERATIONS AND SUPPORT LEADER DOG, BOTH LOCALLY AND ACROSS THE COUNTRY, IN PROVIDING LIFE-ENHANCING SERVICES TO OUR CLIENTS. VOLUNTEERS CONTRIBUTE THEIR TIME, ENERGY AND A VARIETY OF SKILLS AND TALENTS IN MANY AREAS OF THE ORGANIZATION INCLUDING DOG CARE, CLIENT ASSISTANCE, PUBLIC PRESENTATIONS AND ADMINISTRATIVE SUPPORT.-THE COMMUNITY OUTREACH PORTION OF THE PROGRAM ALLOWS LEADER DOG TO UTILIZE VOLUNTEERS TO REACH OUT TO THE COMMUNITY PROVIDING EDUCATIONAL INFORMATION ABOUT GUIDE DOGS, LEADER DOG OPERATIONS, AND A SENSE ABOUT WHAT IT IS LIKE TO BE BLIND OR VISUALLY IMPAIRED. COMMUNITY OUTREACH IS CONDUCTED ACROSS THE COUNTRY BY VOLUNTEERS WHO ATTEND, SPEAK OR GIVE PRESENTATIONS BEFORE VARIOUS GROUPS IN SCHOOL, CORPORATE OR COMMUNITY CLUB SETTINGS. 352864 ORIENTATION & MOBILITY (O&M) TRAINING: THE FIRST SEVEN-DAY RESIDENTIAL O&M PROGRAM EMPOWERS PEOPLE BY PROVIDING THE SKILLS NEEDED TO TRAVEL SAFELY USING A WHITE CANE IN A MUCH SHORTER TIMEFRAME THAN TRADITIONAL O&M PROGRAMS. O&M TRAINING IS THE FIRST STEP TOWARD BECOMING AN INDEPENDENT TRAVELER.TRAINING FOCUSES ON CANE SKILLS AND MAINTAINING ORIENTATION WHILE TRAVELING. IT IS PROVIDED ON A 1:1 CLIENT-TO-INSTRUCTOR RATIO AND IS PERSONALIZED FOR EACH CLIENT'S INDIVIDUAL NEEDS AND CAPABILITIES.THE TRAINING IS PROVIDED FREE OF CHARGE TO ANYBODY WHO IS LEGALLY BLIND AND AT LEAST 16 YEARS OF AGE, REGARDLESS OF WHETHER OR NOT THEY PLAN TO EVENTUALLY TRAIN WITH A GUIDE DOG. 1866302 1866302 SUPPORT THE MISSION OF LEADER DOGS FOR THE BLIND FOUNDATION. 2219166 1866302 11431655 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 40 0 1 164 1 1 1 0 0 0 0 1 1 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR AZ CA CO DE FL GA ID IL IN KS KY LA MA MD ME MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY CT IA HI X X LORENE SUIDAN CHIEF FINANCIAL OFFICER 2486519011 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 JOHN HEBERT CHAIRMAN 1.00 X X 0 0 0 MARGARET DIMOND VICE CHAIRMAN 1.00 X X 0 0 0 STEVE GUARINI TREASURER 1.00 X X 0 0 0 GREGORY GUIDICE SECRETARY 1.00 X X 0 0 0 DANIEL MARKEY TRUSTEE 0.50 X 0 0 0 ANNA BILITI TRUSTEE 0.50 X 0 0 0 FRANKLIN CARMONA TRUSTEE 0.50 X 0 0 0 WILLIAM CARTY TRUSTEE 0.50 X 0 0 0 MICHAEL COX TRUSTEE 0.50 X 0 0 0 KATHRYN DAVIS TRUSTEE 0.50 X 0 0 0 DEBBIE DAYTON TRUSTEE 0.50 X 0 0 0 KIM GORMAN TRUSTEE 0.50 X 0 0 0 PAUL EDWARDS TRUSTEE 0.50 X 0 0 0 HAROLD GARDNER TRUSTEE 0.50 X 0 0 0 PAUL HEMERYCK TRUSTEE 0.50 X 0 0 0 MARILYN KELLY TRUSTEE 0.50 X 0 0 0 THOMAS MCNULTY TRUSTEE 0.50 X 0 0 0 CURTIS NORENBERG TRUSTEE 0.50 X 0 0 0 THOMAS O'MASTA TRUSTEE 0.50 X 0 0 0 HENDRICK SCHUUR TRUSTEE 0.50 X 0 0 0 PAUL PREKETES TRUSTEE 0.50 X 0 0 0 AVRIL RINN TRUSTEE 0.50 X 0 0 0 LYNN SCHRAGE TRUSTEE 0.50 X 0 0 0 REBECCA SORENSEN TRUSTEE 0.50 X 0 0 0 JUDGE PAUL TERANES TRUSTEE 0.50 X 0 0 0 DOUGLAS WRIGHT TRUSTEE 0.50 X 0 0 0 SUSAN M DANIELS PRESIDENT/CEO 40.00 X 258237 0 33641 RODNEY HANELINE VP, CHIEF PROGRAM SERVICES OFFICER 40.00 X 159399 0 20398 LORENE SUIDAN VP, CFO 40.00 X 136676 0 14889 DAVID SMITH DVM DIRECTOR OF CANINE HEALTH 40.00 X 121881 0 13799 MELISSA WEISSE CHIEF PHILANTHROPY OFFICER 40.00 X 142211 0 18027 818404 0 100754 5 0 1 0 FRANK REWOLD & SON CONTRACTORS 333 E 2ND ST ROCHESTER MI 48307 CONSTRUCTION FOR CANINE DEVELOPMENT CENT 3734180 GRIZZARD COMMUNICATIONS GROUP INC PO BOX 534215 ATLANTA GA 30353 DIRECT MAIL CAMPAIGN 584608 SHERMAN MASONRY 12414 FRANK ST ROMEO MI 48065 MASONRY CONSTRUCTION FOR CANINE DEVELOPM 338404 MORT CRIM COMMUNICATIONS 155 W CONGRESS SUITE 501 DETROIT MI 48226 WEB SITE DEVELOPMENT AND IMPLEMENTATION 146520 SONOMA PARTNERS LLC 525 W MONROE ST SUITE 500 CHICAGO IL 60661 SOFTWARE DEVELOPMENT 125387 5 36027 3237036 12708741 295785 15981804 81189 81189 816864 814698 372207 2166 -372207 -370041 -370041 321436 36027 108760 212676 212676 92553 55586 36967 35844 1123 OTHER INCOME 900099 20954 20954 20954 15963549 20954 35844 -75053 1866302 1866302 649340 189835 459505 6000127 4430928 808635 760564 396875 299889 62650 34336 822348 656671 88425 77252 467047 352913 73727 40407 81927 10886 66161 4880 35600 35600 103980 103980 865513 262708 169690 433115 507445 178349 142973 186123 622530 426631 173050 22849 322403 258183 24195 40025 1061861 920933 140928 197600 170281 21027 6292 CLIENT AND CANINE EXPEN 727346 716914 9337 1095 SERVICE FEES 314520 55894 181687 76939 LIONS CLUB EXPENSES 123635 123635 ALLOCATED SHARED EXPENS 0 510703 -1046239 535536 15166399 11431655 1411351 2323393 3386542 3281565 5959806 4850580 302601 214092 79328 106903 337184 364037 31555279 11798092 10410930 19757187 2812019 2740621 8171528 1748517 31459938 33063502 2447115 1047355 0 28500 2267301 4467301 198478 185594 4912894 5728750 X 17122675 18605375 6041056 5395918 3383313 3333459 26547044 27334752 31459938 33063502 797150 -9442 0 X X 0 1 X 1 0 X 7762886 15858050 23118660 15120566 15981804 77841966 7762886 15858050 23118660 15120566 15981804 77841966 3074839 74767127 820408 44846 111374 83509 81189 1141326 9000 35844 44844 59148 101353 111185 106920 22077 400683 79428819 1386486 0.94130 0.93830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2185444 5000 154406 75859 2268991 2203327 5000 53718 76601 2185444 1609531 565092 98739 70035 2203327 716880 955000 -15959 46390 1609531 688326 15000 47357 33803 716880 0.97000 0.03000 0 0 419541 419541 26527784 8235503 18292281 2462252 2267858 194394 2145702 1294731 850971 19757187 OTHER ASSETS 381 CONSTRUCTION IN PROGRESS 390862 BENEFICIAL INTERESTS IN TRUSTS 1129962 LIFE INSURANCE 227312 1748517 GIFT ANNUITY LIABILITY 185594 185594 X 15885552 -9442 9285 -77840 -77997 15963549 0 15963549 15097844 9285 9285 15088559 77840 77840 15166399 PART V, LINE 4: THE ORGANIZATION USES ALL OF THE NET INVESTMENT INCOME FROM THE ENDOWMENT FUNDS FOR UNRESTRICTED PURPOSES, AS THE CASH FLOWS AND OTHER FINANCIAL REQUIREMENTS DICTATE. PART X, LINE 2: THE ORGANIZATION HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2013 THROUGH 2016, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF JUNE 30, 2016. THE ORGANIZATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE ORGANIZATION DOES NOT HAVE ANY AMOUNT ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT JUNE 30, 2016 OR 2015, AND IT IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CAPITAL CAMPAIGN EXPENSES -77,840. PART XII, LINE 4B - OTHER ADJUSTMENTS: CAPITAL CAMPAIGN EXPENSES 77,840. X X X X X X 1 GRIZZARD COMMUNICATIONS GROUP PO BOX 534215 ATLANTA GA 30353 DEVELOPED AND FULFILLED DIRECT MAIL CAMPAIGN 0 1209579 53980 1155599 THE REMINGTON GROUP 21820 DOVER COURT BEVERLY HILLS MI 48025 PROVIDE COUNSELING AND GUIDANCE ON CONDUCTING FUNDRAISING AC 0 0 50000 -50000 1209579 103980 1105599 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY LEAD IN THE HOLIDAYS 275721 12765 262956 59017 28020 BARK AND BREW 81742 23262 58480 6630 15093 357463 36027 321436 65647 43113 108760 212676 SCHEDULE G, PART I, LINE 2B, COLUMN (V) IN ADDITION TO THE $53,980 PAID TO THE PROFESSIONAL FUNDRAISER FOR CONSULTING SERVICES, THE ORGANIZATION ALSO PAID THE GRIZZARD COMMUNICATIONS GROUP $533,893 FOR FUNDRAISING EXPENSES. THE AGREEMENT DISTINGUISHES PAYMENTS FOR PROFESSIONAL FUNDRAISING SERVICES FROM EXPENSE PAYMENTS AS FOLLOWS: THE AGREEMENT LISTS THE MONTHLY CONSULTING FEE FOR THE PERIOD OF THE CONTRACT. IT THEN LISTS THE ADDITIONAL SERVICES AND COSTS REQUIRED TO PRINT AND MAIL THE DIRECT MAILERS. THE AGREEMENT DESCRIBES HOW THESE COSTS WILL BE DETERMINED AND WHEN THEY ARE DUE AND PAYABLE TO THE FUNDRAISER. 1 LEADER DOGS FOR THE BLIND FOUNDATION 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 454529860 501(C)(3) 1853700 12602 FMV ADMIN SERVICES TO SUPPORT THE FOUNDATION'S MISSION. 1 PART I, LINE 2: THE FOUNDATION SHALL ANNUALLY NOTIFY THE PRESIDENT OF THE ORGANIZATION OF THE TYPE AND AMOUNT OF SUPPORT PROVIDED BY THE FOUNDATION TO THE ORGANIZATION DURING THE PREVIOUS YEAR. THE FOUNDATION IS ALSO REQUIRED TO PROVIDE A COPY OF ITS MOST RECENTLY FILED FORM 990 TO THE ORGANIZATION. X X X 0 0 0 0 0 0 0 0 0 SUSAN M DANIELS PRESIDENT/CEO 258237 0 0 0 0 0 0 0 33641 0 291878 0 0 0 RODNEY HANELINE VP, CHIEF PROGRAM SERVICES OFFICER 159399 0 0 0 0 0 0 0 20398 0 179797 0 0 0 LORENE SUIDAN VP, CFO 136676 0 0 0 0 0 0 0 14889 0 151565 0 0 0 MELISSA WEISSE CHIEF PHILANTHROPY OFFICER 142211 0 0 0 0 0 0 0 18027 0 160238 0 0 0 X 1 5161 FAIR MARKET VALUE X 13 139296 STOCK MARKET VALUE X DOG FOOD 2 82191 COST OF DONATED PROP X CANINE MEDICATIONS 1 52294 COST OF DONATED PROP X GROUP CONFERENCE BICYCLE 1 11500 COST OF DONATED PROP X HOLIDAY CARDS, MISCELLANEOUS 16 5343 COST OF DONATED PROP 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B) FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS FIRST REVIEWED BY MANAGEMENT. IT IS THEN REVIEWED BY THE AUDIT COMMITTEE. THE RETURN IS THEN FORWARDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER ANNUALLY SIGNS A CONFLICT OF INTEREST POLICY AND STATEMENT OF UNDERSTANDING. THE ORGANIZATION RELIES UPON EACH BOARD MEMBER TO KEEP THEM INFORMED IF THEY HAVE ANY CONFLICTS OF INTEREST OR POTENTIAL CONFLICT OF INTEREST TRANSACTIONS WITH ANY DEPARTMENT OR PERSON WITHIN THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR SENIOR MANAGEMENT: AN INDEPENDENT PROFESSIONAL ORGANIZATION WAS ENGAGED TO BENCHMARK ALL SENIOR MANAGEMENT ROLES, INCLUDING THE CEO. THEIR RECOMMENDATIONS WERE SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD, WHICH THEN PRESENTED IT TO THE BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS OF SELECTING AND OVERSEEING THE WORK OF THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR. LEADER DOGS FOR THE BLIND FOUNDATION 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 454529860 SUPPORT THE MISSION OF LEADER DOGS FOR THE BLIND MI 501(C)(3) LINE 11D, III-O 0 0 1 1 0 1 0 0 0 0 0 0 1 0 1 0 0 1 0 0 LEADER DOGS FOR THE BLIND FOUNDATION B 1853700 FMV LEADER DOGS FOR THE BLIND FOUNDATION C 3237036 FMV