2016-02-08T14:46:19-06:00 2015-09-30 410746749 CLIFTONLARSONALLEN LLP 402 SOUTH KENTUCKY AVENUE SUITE 600 LAKELAND FL 33801 990 2014-10-01 590812958 ALLIANCE FOR INDEPENDENCE INC ALLI 8636653846 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 SHIRLEY BALOGH PRESIDENT 8636653846 2016-01-29 1 TORI LEHMAN P00313085 8636805600 2016-01-25 2014 2016-08-17 19:52:53Z SHIRLEY BALOGH 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 1479582 0 X WWW.AFI-FL.ORG X 1954 FL OFFERING INDIVIDUALS WITH DISABILITIES AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH 23 23 114 105 0 0 567222 492079 793958 905068 20306 1124 78899 6681 1460385 1404952 0 0 0 0 1048441 1137759 0 0 37341 461452 491387 1509893 1629146 -49508 -224194 466885 496451 153496 410837 313389 85614 OFFERING INDIVIDUALS WITH DISABILITIES THE AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH AND ACHIEVEMENT THROUGH AWARENESS, EDUCATION, COMMUNITY RESOURCES, AND PERSONAL RELATIONSHIPS. 0 0 249283 236278 GROUP HOMES:PROVIDES RESIDENTIAL LIVING SERVICES FOR BOTH MALE AND FEMALE ADULT RESIDENTS. THE STAFF OF EACH RESIDENCE PROVIDES A STRUCTURED FAMILY ATMOSPHERE WHICH IS DEDICATED TO TEACHING ALL AREAS OF DAILY LIVING INCLUDING SHOPPING, MENU PLANNING, MEAL PREPARATION, SAFETY SKILLS, AND BANKING SKILLS. RESIDENTIAL HABILITATION IS AN INDIVIDUAL SKILLS TRAINING PROGRAM DEVELOPED TO ASSIST RESIDENTS IN ACQUIRING THE COMPETENCE NEEDED TO LIVE IN THE COMMUNITY AS INDEPENDENTLY AS POSSIBLE. SERVICES AND SUPPORT ARE AVAILABLE 24 HOURS PER DAY, 365 DAYS PER YEAR. ALL INDIVIDUALS ATTEND A VOCATIONAL/DAY ACTIVITY PROGRAM. 1024443 668790 ADULT DAY TRAINING:PROVIDES INDEPENDENT LIVING SKILLS AND VOCATIONAL TRAINING. SKILLS TRAINING FOCUSES ON BUILDING AN INDIVIDUALS PERSONAL INDEPENDENCE SKILLS THAT WILL ULTIMATELY ALLOW THEM TO INTEGRATE INTO THE COMMUNITY. A WIDE RANGE OF SKILLS SUCH AS COMMUNITY ADJUSTMENT, HOME MANAGEMENT, FUNCTIONAL ACADEMICS AND SOCIAL, HEALTH AND SAFETY SKILLS ARE TAUGHT ON A DAILY BASIS. INDIVIDUALS PARTICIPATING IN THIS TRAINING ARE ENCOURAGED TO LEARN AND PRACTICE APPROPRIATE SOCIAL BEHAVIORS AND SELF-DETERMINATION. SERVING APPROXIMATELY 91 ADULTS, 240 DAYS PER YEAR, MONDAY THROUGH FRIDAY. 74592 MAINTENANCE:2 FULL-TIME STAFF WHO MAINTAIN THE BUILDINGS AND GROUNDS FOR AFI INCLUDING ADMINISTRATIVE BUILDING, SKILLS-A & SKILLS-B, AND THE GROUP HOME. 1348318 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 114 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 1 0 0 FL X SHIRLEY BALOGH 8636653846 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 TIMOTHY E KILEY CHAIR 5.00 X X 0 0 0 JOHN DORAN CHAIR ELECT 5.00 X X 0 0 0 ANDREW M HERNAN TREASURER 5.00 X X 0 0 0 WILLIAM H WHEELER JR SECRETARY 5.00 X X 0 0 0 JOHN C BURTON BOARD MEMBER 5.00 X 0 0 0 JENNIFER ADAMS BOARD MEMBER 5.00 X 0 0 0 CAROL N ASBILL BOARD MEMBER 5.00 X 0 0 0 JAMES A HARMER BOARD MEMBER 5.00 X 0 0 0 MONROE L HASKINS BOARD MEMBER 5.00 X 0 0 0 J MICHAEL HUNTER BOARD MEMBER 5.00 X 0 0 0 CHARLES LAKE BOARD MEMBER 5.00 X 0 0 0 RON LOSCH BOARD MEMBER 5.00 X 0 0 0 SHERRIE LONG BOARD MEMBER 5.00 X 0 0 0 CHUCK MCDANAL BOARD MEMBER 5.00 X 0 0 0 NEAL L O'TOOLE BOARD MEMBER 5.00 X 0 0 0 THOMAS PATTERSON BOARD MEMBER 5.00 X 0 0 0 BART ROSS BOARD MEMBER 5.00 X 0 0 0 SENA E SCHIRM BOARD MEMBER 5.00 X 0 0 0 SCOTT R SLOMAN BOARD MEMBER 5.00 X 0 0 0 KAREN VOLKMANN BOARD MEMBER 5.00 X 0 0 0 KIMBERLY E VOTERY BOARD MEMBER 5.00 X 0 0 0 RICHARD WILLS BOARD MEMBER 5.00 X 0 0 0 SHIRLEY A BALOGH PRESIDENT/CEO 39.00 X 84425 0 6291 84425 0 6291 0 0 0 0 0 105647 386432 25522 492079 ADULT DAY TRAINING 624310 668790 668790 GROUP HOMES 624310 236278 236278 905068 1124 1124 60240 105647 61561 -1321 -1321 17145 13069 4076 4076 OTHER INCOME 624310 3926 3926 3926 1404952 905068 0 7805 98952 71245 23551 4156 923012 780431 121211 21370 8429 7276 980 173 29870 23181 5686 1003 77496 68688 7488 1320 15000 13742 1258 3486 1762 1724 5910 3527 2383 97705 83794 13461 450 124863 113879 9556 1428 90244 72668 15760 1816 6973 4428 1686 859 4670 4670 29018 28384 634 72165 40403 26996 4766 FOOD COSTS 23206 20497 2709 PROGRAM EXPENSES 9274 9274 MEMBERSHIP DUES 4804 3049 1755 LICENSES, PERMITS, AND 1782 1326 456 2287 764 1523 1629146 1348318 243487 37341 850 850 196237 138878 11202 10344 53425 106618 155 384 1699767 1519349 147801 180418 52606 54352 4316 4316 293 291 466885 496451 90857 111493 62639 299344 153496 410837 X 187474 49134 125915 36480 313389 85614 466885 496451 X -224194 1419 -5000 X 0 1 X 1 0 X 731693 445961 494951 567222 492079 2731906 731693 445961 494951 567222 492079 2731906 93570 2638336 13558 13843 8130 1369 1124 38024 137837 126861 146015 148777 81311 640801 3410731 4393834 0.77350 0.76350 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2010 AMOUNT: $ 32,165. 2011 AMOUNT: $ 24,285. 2012 AMOUNT: $ 27,412. 2013 AMOUNT: $ 8,502. 2014 AMOUNT: $ 3,926. FUNDRAISING INCOME - 2010 AMOUNT: $ 105,672. 2011 AMOUNT: $ 102,576. 2012 AMOUNT: $ 118,603. 2013 AMOUNT: $ 140,275. 2014 AMOUNT: $ 60,240. SNACK BAR INCOME - 2014 AMOUNT: $ 17,145. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56840 56840 1146295 1115682 30613 469877 385813 84064 26755 17854 8901 180418 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 54352 F 54352 X 1474766 1419 7800 60595 69814 1404952 0 1404952 1702541 7800 65595 73395 1629146 0 1629146 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS ADOPTED THE STANDARD FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY THE FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT COSTS 47,526. COSTS OF GOODS SOLD 13,069. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT COSTS 47,526. BAD DEBT EXPENSE 5,000. COSTS OF GOODS SOLD 13,069. WINE FESTIVAL 118435 67945 50490 17000 3684 924 900 8634 DINNER 47452 37702 9750 5698 12211 12510 165887 105647 60240 17000 9382 13135 900 21144 61561 -1321 X AUCTION ITEMS 70 17000 FMV X COMPUTER EQUIPMENT 1 8522 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THERE SHALL BE A BOARD OPERATIONS COMMITTEE WHICH SHALL MEET AT THE REQUEST OF THE CHAIRPERSON OF THE BOARD OF DIRECTORS OR AT THE REQUEST OF THE MAJORITY OF THE BOARD OPERATIONS COMMITTEE. THE BOARD OPERATIONS COMMITTEE, WHICH SHALL BE COMPOSED OF THE CHAIR OF THE BOARD OF DIRECTORS, THE CHAIR OF THE PLANNING AND PROGRAM DEVELOPMENT COMMITTEE, THE CHAIR OF THE PERFORMANCE OVERSIGHT MONITORING COMMITTEE, THE CHAIR OF THE EXTERNAL RELATIONS AND RESOURCE DEVELOPMENT COMMITTEE, THE CHAIR OF THE AUDIT COMMITTEE AND THE PRESIDENT OF ALLIANCE. THE BOARD OPERATIONS COMMITTEE SHALL EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. ALL ACTIONS OR PROCEEDINGS OF THE BOARD OPERATIONS COMMITTEE SHALL BE REPORTED IN WRITING TO THE BOARD OF DIRECTORS ON A REGULAR BASIS AND AT THE BOARD OFDIRECTORS NEXT REGULAR MEETING. MINUTES OF THE BOARD OPERATIONS COMMITTEE MEETINGS SHALL BE KEPT BY THE DESIGNATED RECORDING SECRETARY. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON DATA SUPPLIED BY THE ORGANIZATION. ONCE A REVIEW IS PERFORMED BY MANAGEMENT OF THE ORGANIZATION, THE FORM 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR THEIR FINAL REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 15A THE PERFORMANCE COMMITTEE AND THE OPERATIONS COMMITTEE REVIEW THE PERFORMANCE OF THE CEO AS WELL AS SEVERAL SALARY SURVEYS TO RECOMMEND THE CEO COMPENSATION TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE CEO. ALL DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MEETING MINTURES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -5,000.