2016-10-13T12:36:14-05:00 2016-06-30 271155496 ROBERT LEE & ASSOCIATES LLP 226 Airport Parkway San Jose CA 95110 990 2015-07-01 941546643 Abilities United ABIL 6504940550 525 E Charleston Road Palo Alto CA 94306 Charlie Weidanz EXECUTIVE DIRECTOR 6504940550 2016-10-04 1 Robert A Lee P00156212 4088556770 2015 2017-02-10 21:41:12Z Charlie Weidanz 525 E Charleston Road Palo Alto CA 94306 6159978 0 X WWW.ABILITIESUNITED.ORG X 1963 CA SUPPORTS CHILDREN AND ADULTS WITH DISABILITIES, THEIR FAMILIES AND THE COMMUNITY. 18 18 174 0 0 0 4282300 5479345 403508 631403 18084 -47743 27525 38851 4731417 6101856 0 0 0 0 4254790 4367208 0 0 310139 1093732 878117 5348522 5245325 -617105 856531 2404223 3058633 588608 374069 1815615 2684564 X ABILITIES UNITED SUPPORTS CHILDREN AND ADULTS WITH DISABILITIES, THEIR FAMILIES AND THE COMMUNITY, AND CHAMPIONS A CULTURE IN WHICH ALL MEMBERS OF SOCIETY ARE INCLUDED AND APPRECIATED FOR THEIR DISTINCTIVE CONTRIBUTIONS. 0 0 2186169 6319 ADULT SERVICES ASSISTS INDIVIDUALS WITH DEVELOPMENTAL OR OTHER DISABILITIES TO FULLY PARTICIPATE IN THEIR COMMUNITY THROUGH EMPLOYMENT, EDUCATIONAL, RECREATIONAL, SOCIAL, AND VOLUNTEER ACTIVITIES. USING COMMUNITY RESOURCES AND EXPERIENCES, ADULT SERVICES SPECIALISTS AND COMMUNITY TRAINING INSTRUCTORS ASSIST INDIVIDUALS TO ACQUIRE OR EXPAND THEIR SKILLS THROUGH THE ADULT DAY ACTIVITIES, COMMUNITY CONNECTIONS, INDEPENDENT LIVING SKILLS, AND EMPLOYMENT SERVICES PROGRAMS.ADULT DAY ACTIVITIES AT ADULT DAY ACTIVITIES, ADULTS CHOOSE FROM A VARIETY OF ACTIVITIES TO EXPERIENCE NEW OPPORTUNITIES AND LEARN DAILY LIVING AND COMMUNITY SKILLS. PARTICIPANTS LEARN HOUSEHOLD TASKS SUCH AS SHOPPING, COOKING, LAUNDRY, CLEANING, AND GARDENING; COMMUNITY LIFE SKILLS LIKE TRANSPORTATION USAGE AND RESTAURANT DINING; AND HOW TO ACCESS COMMUNITY RESOURCES SUCH AS LIBRARIES, MUSEUMS, THEATRES, PARKS, AND OTHER PUBLIC AREAS. THE MEN AND WOMEN WE SERVE MAKE THEIR OWN GOALS, CHOICES, AND DECISIONS WITH WHATEVER SUPPORT AND ASSISTANCE THEY NEED FROM THEIR FAMILY, FRIENDS, AND ADULT DAY ACTIVITIES STAFF. THIS DEPARTMENT SERVED 316 MEN, WOMEN, AND THEIR FAMILIES LAST YEAR.Tailored Day Services In lieu of the Day Program - If participants prefer to work with a one-to-one life skills coach and customize their training to fit their unique needs, the Tailored Day service is right choice for them. The participants determine how they spend their time and can chose from volunteer work, computer education, social activities, post-secondary education, daily living skills, or their own special interests.COMMUNITY CONNECTIONS AS A MEMBER OF THE COMMUNITY, THE MEN AND WOMEN WE SERVE HAVE ACCESS TO MANY FREE PUBLIC RESOURCES AND ACTIVITIES. THEY CHOOSE FROM A VARIETY OF SOCIAL AND VOLUNTEER ACTIVITIES THAT PROVIDE OPPORTUNITIES TO GIVE BACK TO THEIR COMMUNITY IN MEANINGFUL WAYS. PARTICIPANTS ALSO HAVE OPPORTUNITIES TO MAKE NEW FRIENDS AND LEARN EXCITING NEW SKILLS. AT COMMUNITY CONNECTIONS, PARTICIPANTS CAN VOLUNTEER AT DOZENS OF LOCAL NONPROFIT ORGANIZATIONS, LEARN SKILLS THROUGH THE ORGANIZATION'S EDUCATIONAL SERIES, AND DEVELOP COMMUNICATION INTEGRATION AND INDEPENDENCE SKILLS WHEN THEY HELP PRODUCE THE COMMUNITY CONNECTIONS CABLE TV SHOW AND NEWSLETTERS.INDEPENDENT LIVING SKILLS THE MEN AND WOMEN WE SERVE IN INDEPENDENT LIVING SKILLS MAY ALREADY HAVE MANY LIFE SKILLS, BUT THE ORGANIZATION CAN ASSIST IN ACQUIRING ADDITIONAL ONES THROUGH THIS PROGRAM. IN INDEPENDENT LIVING SKILLS (ILS), ADULTS WORK 1:1 WITH THEIR ADULT SERVICES SPECIALISTS TO LEARN THE ADDITIONAL DAILY LIVING SKILLS THEY NEED TO BE AS INDEPENDENT AS POSSIBLE. A CUSTOMIZED PLAN IS CREATED WITH THE PERSON-SERVED, AND ENCOMPASSES PERSONAL/SOCIAL GOALS, DOMESTIC GOALS, FINANCIAL GOALS AND COMMUNITY GOALS.Integrated Living Services Abilities United Integrated Living Program is a comprehensive, individualized two-year long program designed for adults over age 18, with developmental disabilities, to learn the daily life skills needed to be self-sufficient and live independently in the community.EMPLOYMENT SERVICES FOR THOSE ADULTS LOOKING FOR PAID EMPLOYMENT; EMPLOYMENT SERVICES HAS A VARIETY OF SERVICES TO SUPPORT THEM. THIS PROGRAM ASSISTS MEN AND WOMEN ATTAIN WORK SKILLS TO COMPLEMENT THOSE THEY ALREADY HAVE. THROUGH THEIR WORK WITH THE EMPLOYMENT SERVICES SPECIALISTS AND JOB DEVELOPERS, PARTICIPANTS MAY ACCESS EMPLOYMENT PREPARATION SERVICES, ASSISTANCE WITH INTERVIEWING, JOB DEVELOPMENT AND PLACEMENT SERVICES, AND COACHING SERVICES, AND PERSONAL, VOCATIONAL AND SOCIAL ADJUSTMENT SERVICES FOR EMPLOYMENT SUCCESS.THIS YEAR'S HIGHLIGHTS AND ACCOMPLISHMENTS:- Employment Services established 24 new business partners, 9 employers with multiple hires including Homewood Suites by Hilton, Safe Way, and BJ's Brewery & Restaurant- Currently, the department has over 190 employers and over 50 nonprofit partners in San Mateo and Santa Clara counties who benefit from our participants becoming model employees and consciences volunteers.- This year Adult Services programs have been spotlighted by San Jose Mercury News, Palo Alto Weekly and Jewish Community Center's Newsletter.- Production of Two television programs through Palo Alto Media Center to educate community and high light our participants' successes.- 33 job applicants placed in competitive employment with 75% retention rate.- The people we serve contributed over 3,500 service hours to the community this year.- 13 individuals moved into more independent housing, with over 100 participants living on their own.- Personalized supports in academic, job and career, independent living, recreational, social and relationship building skills, health and wellness.- CSMA Art Display at Google Headquarters.- YMCA Personal Trainer classes began in May 2016.- Partnering with Foothill Community College for educational classes.- 2-year comprehensive, individualized services offered at a residential complex, beginning October 2015. Adapted from post-secondary educational model. 923959 422641 Children's Development Services ensure that children from birth to nine years of age, and their families, learn the techniques and skills needed to get the best possible start in life. These services are provided through Early Intervention, Therapy Clinic services and Milestones Preschool, an inclusion preschool. This department served 152 unduplicated children and their families this last year.Early Intervention Early Intervention services offers in home and community based services for families and their children from birth to three years old that have development delays or are at risk of delay. The Organization's multi disciplinary team of early interventionists, inclusion specialists, and therapists provides structured developmental and educational opportunities. Family participation and support are integral parts of this service. The Organization serves families throughout the Bay Area. Non English speaking families work directly with the Organization's Spanish bilingual/bicultural staff.Milestones Preschool Milestones Preschool is a relationship-based developmental program providing preschool in an inclusionary environment, supporting children aged 2-5 years and their families. As an inclusion program, Milestones Preschool serves small groups of children from 2 to 5 years of age both with and without developmental delays or risk factors. The program focuses on individual growth and progress for each child in all developmental domains, using project-based curriculum, access to specialized services, and collaboration with the Early Intervention and Therapy Clinic services. Therapy Clinic- The Therapy Clinic offers quality developmental and therapeutic services for children from birth to 9 years of age, fee-for-service, in a clinic setting. The Organization believes in a family oriented, collaborative approach that emphasizes parent/caregiver involvement and partnership with other professionals who work with the children. The Organization's therapists and staff are trained pediatric specialists with extensive experience and knowledge regarding resources and interventions for young children. In collaboration with other early childhood professionals, the Therapy Clinic provides high quality 1:1 therapeutic (occupational, physical, speech, vocational therapies) services as well as small group services such as social skill development groups, which improve the quality of life for the children and their family.This year's highlights and accomplishments:- Children's Development Services continues to represent for the Early Intervention field in "Watch Me Grow," a multi-disciplinary collaborative hosted by Stanford.- Children's Development Services represented inclusive preschool education in the Inclusion Collaborative, a program of the Santa Clara Office of Education whose focus is the successful inclusion of children with special needs in early learning environments and the community through education, advocacy, and awareness - Milestones Preschool expanded into a second classroom in order to differentiate instruction between age groups and continued to offer full-day and half-day programming - Milestones Preschool completed another successful cycle of scholarships in Fiscal Year 2016, which helped two families in need gain access to high quality inclusive early childhood education and support services - Milestones Preschool introduced a new social emotional curriculum to compliment the inclusive education model- Therapy Clinic at Abilities United continued to collaborate with Dr. Grace Gengoux, Clinical Associate Professor, Psychiatry and Behavioral Sciences - Child and Adolescent Psychiatry at Stanford University. Therapy Clinic continued to support Dr. Gengoux's project, titled "Social Motivation Intervention for Children with Autism Spectrum Disorder: Improving Peer Initiation", an exciting extension of Dr. Gengoux's work with the department by hosting Social Skills Groups for the research project - Early Intervention partnered with Milestones Preschool at Abilities United, bringing Early Intervention clients and their caregivers into the classroom setting and facilitating the preschool curriculum in a low-ratio environment- Early Intervention continued its partnership with Family Connections Preschools, involving co-teaching with their educators in their classroom and enabling Family Connections Preschools to include children with a greater range of abilities in their Preschools, serving Menlo Park and East Palo Alto- Lucile Packard Children's Hospital, Stanford Family Medicine and UCSF medical departments continued to utilize Abilities United's Children's Development Services department for student and resident rotation to observe, learn and collaborate - Partnership continued with The Institute of Human and Social Development, providing IHSD with occupational therapy support and education. 202234 153278 aquatic services - betty wright aquatic services, through partnership with local community aquatic sites, includes continuum of care services for rehabilitation and fitness goals, and a swim school offering learn-to-swim lessons and adapted aquatics. These services, provided by experienced and skilled practitioners and recreational instructors, serve a diverse cross-section of the community and people of all ages and abilities. All service offerings are overseen by an Aquatic Physical Therapist / Clinical Services Supervisor. This department served 467 unduplicated individuals and their families this last year.Services include personalized assessments, performed by an Aquatic Physical Therapist, 1:1 hydrotherapy / personal training, small group fitness classes, adapted aquatics, summertime water safety classes, and both 1:1 and semi-private swim lessons for children. The organization provides continuum of care services and individualized swim school classes via satellite services at our community partners' pools, located in San Jose at the Timpany Center, in Portola Valley at the Sequoias, Hoover Pool in Redwood City, and in Palo Alto at Channing House. Services are available to children, adults and seniors with and without disabilities. This year's highlights and accomplishments:- Abilities United and city of Redwood City partnered for the third year to offer donated fund subsidized evidence-based-best-practice water safety programming, in English and Spanish, to 190 children. The program also included three parent education classes that provided 70 parents with information on water safety and accident prevention. 460583 49165 FAMILY SUPPORT HELPS FAMILIES REMAIN TOGETHER AND GROW TOGETHER, AS A STRONG AND HEALTHY UNIT. SUPPORT IS PROVIDED THROUGH OF AFTER SCHOOL SOCIALIZATION, COMPUTER LAB EDUCATION AND RESPITE PROGRAMS.AFTER SCHOOL SOCIALIZATION AFTER SCHOOL SOCIALIZATION IS A SOCIALIZATION TRAINING AND COMMUNITY INTEGRATION SERVICE FOR CHILDREN AND YOUNG ADULTS; AGE 5 TO 22 YEARS OLD, WHO HAVE A INTELLECTUAL / DEVELOPMENTAL OR OTHER DISABILITY. EACH DAY OFFERS CHILDREN AND YOUNG ADULTS THE OPPORTUNITY TO LEARN THE DAILY LIVING SKILLS THAT HELP THEM TO DO WELL IN SCHOOL AND SOCIAL SETTINGS, TO BECOME MORE INDEPENDENT, TO ENJOY RECREATIONAL OPPORTUNITIES WITH THEIR PEERS, AND TO TRANSITION INTO COMMUNITY AFTERSCHOOL PROGRAMS THAT SERVE CHILDREN FROM ALL WALKS OF LIFE. ADDITIONALY, THIS PROGRAM OFFERS TWO SUMMER CAMPS - CREATIVE DISCOVERIES CAMP AND SUMMER'S EXCELLENT ADVENTURE CAMP, AN INCLUSIONARY SUMMER CAMP IN PARTNERSHIP WITH THE CITY OF PALO ALTO.COMPUTER EDUCATION THE ORGANIZATION'S COMPUTER EDUCATION PROGRAM OFFERS ACCESSIBLE COMPUTER AND TECHNOLOGY CLASSES TO HELP MEN, WOMEN AND CHILDREN OF ALL AGES AND ALL ABILITIES DEVELOP THEIR EVERYDAY LIVING SKILLS AND INCREASE THEIR LEVEL OF INDEPENDENCE THROUGH TRAINING IN COMPUTER ACCESS, ACADEMIC AND DAILY LIVING SKILLS. CLASSES MAY BE 1:1 OR SMALL GROUP, AND CAN BE CUSTOMIZED BASED ON AN INDIVIDUAL'S GOALS. EACH COMPUTER STATION AT THE CAMPUS CLASSROOM IS WHEELCHAIR ACCESSIBLE AND EQUIPPED WITH ADAPTIVE TECHNOLOGY TOOLS TO ACCOMMODATE LIMITED RANGE OF MOTION, VISUAL AND HEARING IMPAIRMENT, OR OTHER SPECIAL NEEDS. A VARIETY OF EDUCATIONAL SOFTWARE PACKAGES DESIGNED BY EDUCATION SPECIALISTS ARE UTILIZED TO TEACH THE VARIOUS SKILL SETS. COMPUTER EDUCATION CLASSES CAN ALSO BE ACCESSED IN THE COMMUNITY AT COMMUNITY PARTNER LOCATIONS. RESPITE - RESPEITE/HOME COMPANION SERVICES PROVIDES HIGHLY TRAINED HOME COMPANIONS FOR FAMILIES CARING FOR A FAMILY MEMBER WITH AN INTELLECTUAL/ DEVELOPMENTAL OR OTHER DISABILITY. THE ORGANIZATION'S COMPANIONS WORK IN PRIVATE HOMES AND IN VARIED COMMUNITY SETTINGS THROUGHOUT SANTA CLARA AND SAN MATEO COUNTIES, PROVIDING CARE, COMPANIONSHIP AND FUN ACTIVITIES FOR THE PERSON-SERVED OF ALL AGES, AND GIVING RESPITE TO PARENTS AND OTHER PRIMARY CARE GIVERS SO THAT THEY CAN GO TO WORK, SCHOOL, VACATION, RUN ERRANDS, OR CARE FOR OTHER FAMILY MEMBERS.THIS YEAR'S HIGHLIGHTS AND ACCOMPLISHMENTS:- HELPED TO BRIDGE THE DIGITAL DIVIDE ESPECIALLY FOR PEOPLE WITH DISABILITIES. MADE TECHNOLOGY ACCESSIBLE TO EVERYONE IN ANY AGE AND AREA.- OVER 100 FAMILIES RECEIVED SERVICES. THE RESPITE SERVICE WAS AVAILABLE 24/7 FOR EMERGENCY NEED.- PARTNERED WITH CITY OF PALO ALTO, LOCAL ELEMENTARY AND MIDDLE SCHOOLS AND HIGH SCHOOLS FOR SUMMER CAMP. - TWO CAMPS OFFERED DURING SUMMER: CREATIVE DISCOVERIES AND SUMMER EXCELLENT ADVENTURE CAMP 460583 49165 3772945 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 174 1 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X The Organization 6504940550 525 E Charleston Road Palo Alto CA 94306 Cassy Christianson Director 2.00 X 0 0 0 Susan Vaswani Director 2.00 X 0 0 0 Patrick Romzek Director 2.00 X 0 0 0 Sydnee Journel beginning January 20 Director 2.00 X 0 0 0 Alex Hua Treasurer & Director 2.00 X 0 0 0 La Sandra Brill beginning June 2015 Director 2.00 X 0 0 0 Carol Leynse Director 2.00 X 0 0 0 Steve Eichler Director 2.00 X 0 0 0 James Lougheed beginning June 2015 Director 2.00 X 0 0 0 Steve Schmidt beginning June 2015 Director 2.00 X 0 0 0 Jennifer Hinton Director 2.00 X 0 0 0 Heidi Feldman Director 2.00 X 0 0 0 Michael Aguilar Director 2.00 X 0 0 0 Rachel Segars Vice President & Director 2.00 X X 0 0 0 Frank Berry Director 2.00 X X 0 0 0 Ellen Smith Secretary & Director 2.00 X X 0 0 0 David Kabakov President & Director 2.00 X X 0 0 0 Jeff Chow Director 2.00 X 0 0 0 Charlie Weidanz CEO 40.00 X 166402 0 12408 166402 0 12408 1 0 1 0 0 353187 3048222 2077936 5479345 Program service fees 624100 627675 627675 Contract revenue 624100 3728 3728 631403 -47743 -47743 96973 353187 58122 38851 38851 6101856 631403 0 -8892 173824 52147 34765 86912 3286471 2647054 497654 141763 649411 470661 146538 32212 257502 189323 58669 9510 36411 36411 176416 77053 96107 3256 51486 606 39513 11367 29358 3310 26048 98102 51704 41302 5096 123694 123060 634 11443 11443 65549 50434 11075 4040 64541 49659 10904 3978 telephone 62925 15334 46363 1228 supplies 55313 35317 14942 5054 training 27376 2355 24577 444 bank charges 24112 0 23576 536 51391 4928 41720 4743 5245325 3772945 1162241 310139 349466 66449 386847 993901 321987 365129 49576 12357 1785890 1426946 420587 358944 875760 1261853 2404223 3058633 260717 253269 27891 18210 300000 102590 588608 374069 X 570201 896819 432503 511383 812911 1276362 1815615 2684564 2404223 3058633 856531 12418 0 X X 0 1 X 1 0 X 1187136 1759545 2338914 4282300 5479345 15047240 1187136 1759545 2338914 4282300 5479345 15047240 1033703 14013537 16826 49228 131994 18084 -47743 168389 18454 28575 38851 85880 14906 5710 20616 15322125 631403 0.91460 0.85390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 Part II-B, Line 1: THE ORGANIZATION HAS A LINK ON THEIR WEBSITE TO THE CALIFORNIA STATE SENATE AND TO THE ARC LEGISLATIVE ACTION CENTER. THE ORGANIZATION ENCOURAGES WEBSITE VISITORS TO WRITE TO THEIR SENATORS TO EXPRESS THEIR ADVOCACY FOR PEOPLE WITH DISABILITIES AND TO LEARN MORE ABOUT LEGISLATIVE ACTIONS THAT HAVE AN IMPACT ON PEOPLE WITH DISABILITIES. THESE ACTIVITIES ARE INSIGNIFICANT TO THE ORGANIZATION'S OVERALL ACTIVITIES. 0 875760 463451 -27293 27293 8169 1276362 903316 25727 45067 8216 875760 812444 5000 141075 45000 10203 903316 771460 2500 88697 40980 9233 812444 800239 15830 3518 38661 9466 771460 1.00000 0.00000 0 0 773836 760661 13175 540589 310602 229987 471465 355683 115782 0 358944 Silicon Valley Community Foundation Pool 797635 F Wells Fargo Bank 464218 F 1261853 loc 102590 102590 X 6135247 12418 20973 33391 6101856 0 6101856 5266298 20973 20973 5245325 0 5245325 Part X, Line 2: The Organization evaluates its uncertain tax positions and will recognize a loss contingency when it is probable that a liability has been incurred as of the date of the financial statements and the amount of the loss can be reasonably estimated. The amount recognized is subject to estimate and management judgment with respect to the likely outcome of each uncertain tax position. The amount that is ultimately sustained for an individual uncertain tax position or for all uncertain tax positions in the aggregate could differ from the amount recognized. As of June 30, 2015 management did not identify any uncertain tax positions. Author's Luncheon 366152 269179 96973 9123 25905 18100 Aquathon 84008 84008 500 821 1810 1863 450160 353187 96973 500 821 10933 25905 19963 58122 38851 1 X X X 0 0 0 0 0 0 0 0 0 Charlie Weidanz CEO 166402 0 0 0 0 0 0 0 12408 0 178810 0 0 0 Form 990, Part V, Line 13a CA Form 990, Part VI, Section B, line 11 The 990 is reviewed by the Board of Directors prior to filing with the IRS. Form 990, Part VI, Section B, line 12c Annually we distribute the conflict of interest statement for completion by the Board of Directors. Form 990, Part VI, Section B, line 15 THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. Form 990, Part VI, Section C, line 18 The Organization's form 1023 and form 990 are available on the Organziation's website and upon request at the organization's address. This information can also be found on the Charity Navigator website. Form 990, Part VI, Section C, line 19 All documents are available to the public upon request at the organization's address. Form 990, Part XII, Line 2c: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR.