2016-03-28T14:34:47-05:00 2015-06-30 952835976 MACFARLANE FALETTI & CO LLP 115 E MICHELTORENA ST 200 SANTA BARBARA CA 93101 990 2014-07-01 953642272 EASY LIFT TRANSPORTATION INC EASY 8056811416 53 CASS PLACE NO D SANTA BARBARA CA 93117 ERNESTO PAREDES EXECUTIVE DIRECTOR 8056811416 2016-03-11 1 GAIL H ANIKOUCHINE P00161999 8059664157 2014 2016-08-17 19:52:53Z ERNESTO PAREDES 53 CASS PLACE NO D SANTA BARBARA CA 93117 2652774 0 X WWW.EASYLIFT.ORG X 1981 CA FULFILLING OUR COUMMUNITY'S NEED FOR SPECIALIZED TRANSPORTATION FOR THE ELDERLY AND/OR DISABLED 6 6 53 6 0 0 258549 243213 2324171 2372073 -33630 3226 6577 4040 2555667 2622552 0 0 0 0 1371119 1524977 0 0 100657 1117545 1159624 2488664 2684601 67003 -62049 2025391 2030363 109371 181059 1916020 1849304 X EASY LIFT IS A NON-PROFIT, CHARITABLE ORGANIZATION ESTABLISHED TO PROVIDE TRANSPORTATION TO SENIOR CITIZENS AND PEOPLE WITH DISABILITIES IN SOUTH SANTA BARBARA COUNTY WHO CANNOT USE REGULAR BUS SERVICE. 0 0 2212654 2376113 AS THE DESIGNATED CONSOLIDATED TRANSPORTATION SERVICE AGENCY FOR SOUTH SANTA BARBARA COUNTY, EASY LIFT ADDRESSES TRANSPORTATION NEEDS BY VULNERABLE NICHES OF OUR COMMUNITY RANGING FROM THE ELDERLY AND DISABLED TO IMPOVERISHED CHILDREN TO HOMELESS VETERANS. THE DIAL-A-RIDE PROGRAM PRIMARILY DEFINES EASY LIFT. INDIVIDUALS REQUIRE OUR PARATRANSIT SERVICES TO VISIT MEDICAL AND OTHER SERVICE CENTERS ESSENTIAL TO THEIR PHYSICAL AND MENTAL HEALTH, SHOP, AND VISIT WITH FAMILY. OF THE 2,800 CURRENT PASSENGERS, 70% REPORT LOW INCOME, APPROXIMATELY 38% USE MOBILITY DEVICES AND 70% ARE ELDERLY. OUR TRANSPORTATION SERVICE ALSO INCLUDES THE CAT PROGRAM FOR CHILDREN. EASY LIFT FOUND TRANSPORTATION WAS LACKING FOR UNDERPRIVILEGED CHILDREN TO ACCESS LIFE BETTERMENT PROGRAMS AND NOW DEDICATES ONE FULL TIME VEHICLE FOR CAT, AT NO CHARGE TO THE FAMILY OR THE YOUTH AGENCIES WITH WHOM WE COLLABORATE. 100% OF THE 300 UNDUPLICATED CHILDREN SERVED ARE FROM LOW INCOME HOMES, TRANSITIONAL HOUSING, OR SHELTERS, AND USE CAT TO REACH SCHOOL, AFTER-SCHOOL PROGRAMS, COUNSELING, CAMPS, AND OTHER GROUP ACTIVITIES WHICH FOSTER A PROMISING FUTURE. 2212654 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 18 0 1 53 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 1 0 CA X POLLY SUMNER 8056811416 53 CASS PLACE NO D GOLETA CA 93117 MAC A JOHNSON DIRECTOR 1.00 X 0 0 0 DAVE JOHNSON DIRECTOR 0.50 X 0 0 0 MATT DENTINGER DIRECTOR 0.50 X 0 0 0 KAREN JOHNSON SECRETARY 0.50 X X 0 0 0 ERIC MILLER PRESIDENT 2.00 X X 0 0 0 JERRY NEWTON TREASURER 0.50 X X 0 0 0 ERNESTO PAREDES EXECUTIVE DIRECTOR 40.00 X 120061 0 14593 POLLY SUMNER CHIEF FINANCIAL OFFICER 40.00 X 66922 0 9547 186983 0 24140 1 0 0 0 0 243213 3500 243213 CONTRACT AND USER FEE 480000 1346416 1346416 GOVERNMENT PAID FEES 480000 1025657 1025657 2372073 646 646 32802 30222 2580 2580 2580 MISCELLANEOUS 480000 4040 4040 4040 2622552 2376113 0 3226 233645 208539 25106 1051378 994297 18187 38894 139604 129124 5150 5330 100350 79133 16333 4884 67799 26633 41166 19781 17210 1978 593 93159 66824 26335 6534 327 6207 171546 162969 8577 204809 178184 26625 FUEL AND OIL 227827 226688 1139 WORKERS COMP INSURANCE 176071 167267 8804 REPAIRS AND MAINTENANCE 112504 110254 2250 FUNDRAISING EXPENSES 25850 25850 53744 53744 2684601 2212654 371290 100657 67350 148114 898431 881344 123314 163625 85854 91375 1416853 676908 845835 739945 4607 5960 2025391 2030363 109371 181059 109371 181059 X 1468119 1482037 447901 367267 1916020 1849304 2025391 2030363 X -62049 -4667 X X 0 1 X 1 0 X 267951 503798 265006 258549 243213 1538517 267951 503798 265006 258549 243213 1538517 505843 1032674 742 487 374 254 646 2503 3310 3751 4429 6577 4040 22107 1563127 10895977 0.66060 0.67200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 435883 435883 480788 44000 88905 435883 227198 428000 174410 480788 215592 71438 59832 227198 506179 62665 353252 215592 0 0 1384919 647708 737211 31934 29200 2734 739945 X 2617885 0 2617885 4667 4667 2622552 2684601 0 2684601 0 2684601 PART X, LINE 2: THE ORGANIZATION IS UNAWARE OF ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2015, OR FOR ANY YEAR FOR WHICH THE STATUTE OF LIMITATIONS IS OPEN. PART XI, LINE 4B - OTHER ADJUSTMENTS: TAX GAIN > BOOK LOSS ON DISPOSITION OF ASSETS 4,667. KAREN JOHNSON BOARD MEMBER 462264 KAREN JOHNSON IS A BOARD MEMBER FOR CENCAL HEALTH, A PUBLIC ENTITY. EASY LIFT HAS A CONTRACT WITH CENCAL HEALTH TO TRANSPORT MEDI-CAL ELIGIBLE PATIENTS TO MEDICAL TREATMENT CENTERS. FEES PAID TO CENCAL HEALTH DURING THE YEAR WERE $462,264. 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 WILL BE APPROVED AT THE MONTHLY FINANCE COMMITTEE MEETING WITH THE BOARD PRESIDENT AND BOARD TREASURER PRIOR TO FILING THE RETURN. THE 990 IS AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THERE IS A CONFLICT OF INTEREST POLICY FOR THE EMPLOYEES OF THE ORGANIZATION WHICH IS STATED IN THE EMPLOYEE MANUAL. COMPLIANCE IS MONITORED THROUGH PERIODIC EMPLOYEE EVALUATIONS. THERE IS NO REQUIREMENT OF ANNUAL DISCLOSURE OF CONFLICTS BY OFFICERS, DIRECTORS, TRUSTEES & KEY EMPLOYEES; HOWEVER, THEY KNOW OF THE CONFLICT OF INTEREST POLICY THROUGH THEIR APPROVAL OF THE CURRENT EMPLOYEE HANDBOOK. FORM 990, PART VI, SECTION B, LINE 15B THE ORGANIZATION USES INDEPENDENT REVIEW, PERTINENT EXPERIENCE, AND COMPARABILITY DATA TO DETERMINE EXECUTIVE COMPENSATION. THE PROCESS IS DOCUMENTED IN THE HUMAN RESOURCE FILE FOR THE EXECUTIVE DIRECTOR. THE ORGANIZATION USES SIMILAR METHODS TO DETERMINE THE COMPENSATION OF OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC DURING BUSINESS HOURS, APPOINTMENT, AND BY MAIL UPON REQUEST. FORM 990, PAGE 6, SECTION B POLICIES, LINE 14 NO WRITTEN DOCUMENT RETENTION POLICY AND DESTRUCTION POLICY EXIST YET. THE ORGANIZATION RETAINS DOCUMENTS FOR 8 YEARS, AFTER WHICH TIME DOCUMENTS WHICH ARE TO BE DESTROYED ARE SHREDDED. FORM 990, PART XI, LINE 9: TAX GAIN > BOOK LOSS ON DISPOSITION OF ASSETS -4,667. FORM 990, PART XII, LINE 2C: THE REVIEW PROCEDURE OF THE FINANCIAL STATEMENTS IS PERFORMED BY THE ORGANIZATION'S FINANCE COMMITTEE. THE FINANCE COMMITTEE HAS THE DUTY OF REVIEW AND APPROVAL, AND RECOMMENDS TO THE BOARD THE ACCEPTANCE OF THE FINANCIAL STATEMENTS.