2015-12-02T08:19:34-06:00 2015-06-30 383635706 REHMANN ROBSON LLC 1500 W BIG BEAVER RD 2ND FLR TROY MI 48084 990 2014-07-01 381366931 LEADER DOGS FOR THE BLIND LEAD 2486519011 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 SUSAN M DANIELS CHIEF EXECUTIVE OFFICER 2486519011 2015-11-23 1 KATHLEEN M UNDERHILL CPA P00589677 2489525000 2015-11-23 2014 2016-03-07 17:11:31Z SUSAN M DANIELS 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 16551606 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 26 160 1261 0 0 23118660 15120566 0 0 347801 98736 253682 197280 23720143 15416582 1808744 1085321 0 0 7453086 8002043 386750 153000 2213456 4417368 4675770 14065948 13916134 9654195 1500448 28484570 31459938 3323865 4912894 25160705 26547044 X EMPOWERING PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED WITH LIFELONG SKILLS FOR SAFE AND INDEPENDENT DAILY TRAVEL. 0 0 8296452 19049 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. 150471 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. 588608 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. 290855 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. 1085321 1085321 SUPPORT THE MISSION OF LEADER DOGS FOR THE BLIND FOUNDATION. 1376176 1085321 10411707 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 44 0 1 160 1 0 1 CA 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 MI AL AR CA CT DC GA ID IN KS LA MD MS MT NV NJ NY ND OK PA SC TN VA WV WY AK AZ CO DE FL IL IA KY ME MA MN MO NE NH NM NC OH OR RI SD TX VT WA WI X X LORENE SUIDAN 2486519011 1039 SOUTH ROCHESTER RD 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 THERESE ALFAFARA 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 ERIC DEGROAT 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 STEPHEN R POLK 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 233452 0 31563 RODNEY HANELINE VICE PRESIDENT, CHIEF PROG 40.00 X 150654 0 19663 LORENE SUIDAN VICE PRESIDENT, CFO 40.00 X 124050 0 12699 DR DAVID SMITH DIRECTOR OF CANINE HEALTH 40.00 X 118487 0 13656 MELISSA WEISSE CHIEF PHILANTHROPY OFFICER 40.00 X 127673 0 16507 754316 0 94088 5 0 1 0 FRANK REWOLD & SON CONTRACTORS 333 E 2ND ST ROCHESTER MI 48307 CONSTRUCTION FOR CANINE DEVELOPMENT CENT 4672335 SHERMAN MASONRY 12414 FRANK ST ROMEO MI 48065 MASONRY CONSTRUCTION FOR CANINE DEVELOPM 635216 GRIZZARD COMMUNICATIONS GROUP INC 229 PEACHTREE STREET NE STE 1400 ATLANTA GA 30303 DIRECT MAIL CAMPAIGN 477136 SONOMA PARTNERS LLC 525 W MONROE ST SUITE 500 CHICAGO IL 60661 SOFTWARE DEVELOPMENT 281417 COMMUNITY COUNSELING SERVICES PO BOX 824885 PHILADELPHIA PA 19182 CAPITAL CAMPAIGN CONSULTING 105000 5 36043 3136678 11947845 410963 15120566 83509 83509 998183 982956 15227 15227 15227 238903 36043 105836 133067 133067 3525 237 3288 3288 87871 45995 41876 41876 OTHER INCOME 900099 19049 19049 19049 15416582 19049 0 276967 1085321 1085321 605580 174409 431171 5758890 4291140 742103 725647 354388 266988 54906 32494 818790 647475 90023 81292 464395 349864 71950 42581 35451 944 19143 15364 34500 34500 153000 153000 819771 293460 181050 345261 470071 158029 142505 169537 706262 561051 120780 24431 345557 253818 20879 70860 840989 712393 128596 183178 158955 18496 5727 CLIENT AND CANINE EXPEN 845793 838860 4741 2192 SERVICE FEES 219080 49684 96319 73077 LIONS CLUB EXPENSES 142950 132208 10742 CURRENCY CONVERSION 32168 32168 437108 -898359 461251 13916134 10411707 1290971 2213456 5231477 3386542 6337265 5959806 491728 302601 146471 79328 303172 337184 22040840 11629910 10610199 10410930 2958120 2812019 2406138 8171528 28484570 31459938 871934 2447115 3295 0 2215124 2267301 233512 198478 3323865 4912894 X 11254178 17122675 10726863 6041056 3179664 3383313 25160705 26547044 28484570 31459938 1500448 -114109 0 X X 0 1 X 1 0 X 7536677 7762886 15858050 23118660 15120566 69396839 7536677 7762886 15858050 23118660 15120566 69396839 2207811 67189028 658633 820408 44846 111374 83509 1718770 9000 9000 101307 59148 101353 111185 106920 479913 71604522 1291726 0.93830 0.93390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2203327 5000 53718 76601 2185444 1609531 565092 98739 70035 2203327 716880 955000 -15959 46390 1609531 688326 15000 47357 33803 716880 681517 10000 31980 35171 688326 1.00000 0 0 419541 419541 17397123 8165643 9231480 2440347 2276245 164102 1783829 1188022 595807 10410930 OTHER ASSETS 1758 CONSTRUCTION IN PROGRESS 6752693 BENEFICIAL INTERESTS IN TRUSTS 1184816 LIFE INSURANCE 232261 8171528 GIFT ANNUITY LIABILITY 198478 198478 X 14933983 -114109 12575 -381065 -482599 15416582 0 15416582 13547644 12575 12575 13535069 381065 381065 13916134 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 2012 THROUGH 2015, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF JUNE 30, 2015. 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, 2015 OR 2014, 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 -348,896. CURRENCY CONVERSION -32,169. PART XII, LINE 4B - OTHER ADJUSTMENTS: CAPITAL CAMPAIGN EXPENSES 348,896. CURRENCY CONVERSION 32,169. X X X X X X 1 GRIZZARD COMMUNICATIONS GROUP PO BOX 534215 ATLANTA GA 30353 DEVELOPED AND FULFILLED DIRECT MAIL CAMPAIGN 0 1020537 48000 972537 COMMUNITY COUNSELING SERVICE PO BOX 824885 PHILADELPHIA PA 19182 CAPITAL CAMPAIGN COUNSELING AND GUIDANCE 0 0 105000 -105000 1020537 153000 867537 AL AK AR CA CO CT DE FL GA 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 AZ LEAD IN THE HOLIDAYS 274946 36043 238903 58119 47717 274946 36043 238903 58119 47717 105836 133067 SCHEDULE G, PART I, LINE 2B, COLUMN (V) IN ADDITION TO THE $48,000 PAID TO THE PROFESSIONAL FUNDRAISER FOR CONSULTING SERVICES, THE ORGANIZATION ALSO PAID THE GRIZZARD COMMUNICATIONS GROUP $420,635 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) 1085321 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 233452 0 0 0 0 0 0 0 31563 0 265015 0 0 0 RODNEY HANELINE VICE PRESIDENT, CHIEF PROG 150654 0 0 0 0 0 0 0 19663 0 170317 0 0 0 X 8 168451 STOCK MARKET VALUE X DOG TOYS 3 114407 COST OF DONATED PROP X DOG FOOD 2 61749 COST OF DONATED PROP X CANINE MEDICATIONS 1 55618 COST OF DONATED PROP X HOLIDAY CARDS, MISCELLANEOUS 9 10738 COST OF DONATED PROP 0 1 0 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: THE CEO OBTAINS SURVEY DATA FROM ON-LINE SOURCES(ORGANIZATIONS LIKE ASE, OTHER GUIDE DOG SCHOOLS AND OTHER COMPANIES) AS A BASIS FOR COMPARISON OF SALARIES FOR THE POSITIONS. SHE THEN MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE FOR THEIR APPROVAL. THE EXECUTIVE COMMITTEE WILL THEN PRESENT THEIR RESULTS TO THE BOARD OF TRUSTEES. COMPENSATION FOR CEO: THE CHAIRPERSON CONDUCTS HIS OWN SALARY REVIEW OF OTHER SIMILAR CEO POSITIONS AND TAKES HIS RECOMMENDATION TO THE BOARD OF TRUSTEES FOR THEIR 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 1085321 FMV LEADER DOGS FOR THE BLIND FOUNDATION C 3136678 FMV