2015-02-16T07:31:36-06:00 2014-09-30 410746749 CLIFTONLARSONALLEN LLP 402 SOUTH KENTUCKY AVENUE SUITE 600 LAKELAND FL 33801 990 2013-10-01 590812958 ALLIANCE FOR INDEPENDENCE INC ALLI 8636653846 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 SHIRLEY BALOGH PRESIDENT 8636653846 2015-01-21 1 TORI LEHMAN P00313085 8636805600 2015-01-20 2013 2016-02-25 16:41:14Z SHIRLEY BALOGH 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 1530551 0 X WWW.AFI-FL.ORG X 1954 FL OFFERING INDIVIDUALS WITH DISABILITIES THE AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH AND ACHIEVEMENT THROUGH AWARENESS, EDUCATION, COMMUNITY RESOURCES, AND PERSONAL RELATIONSHIPS. INDIVIDUALIZED SKILLS TRAINING IN VOCATIONAL, ACADEMIC, SOCIAL SKILLS AND INDEPENDENT LIFE SKILLS AREAS ARE OFFERED TO PROMOTE AND SUPPORT THE MAXIMIZATION OF INDEPENDENCE FOR EVERY PERSON SERVED. 19 19 122 104 0 0 494951 567222 814826 793958 104632 20306 92248 78899 1506657 1460385 0 0 0 0 1043220 1048441 0 0 35973 495334 461452 1538554 1509893 -31897 -49508 458895 466885 95727 153496 363168 313389 X OFFERING INDIVIDUALS WITH DISABILITIES THE AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH AND ACHIEVEMENT THROUGH AWARENESS, EDUCATION, COMMUNITY RESOURCES, AND PERSONAL RELATIONSHIPS. INDIVIDUALIZED SKILLS TRAINING IN VOCATIONAL, ACADEMIC, SOCIAL SKILLS AND INDEPENDENT LIFE SKILLS AREAS ARE OFFERED TO PROMOTE AND SUPPORT THE MAXIMIZATION OF INDEPENDENCE FOR EVERY PERSON SERVED. 0 0 230960 219998 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. 939337 573960 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 85 ADULTS, 240 DAYS PER YEAR, MONDAY THROUGH FRIDAY. 63317 MAINTENANCE:2 FULL-TIME STAFF WHO MAINTAIN THE BUILDINGS AND GROUNDS FOR AFI INCLUDING ADMINISTRATIVE BUILDING, SKILLS, & TECO, AND GROUP HOMES. 1233614 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 0 0 0 0 0 0 0 0 0 1 0 0 122 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X SHIRLEY BALOGH 8636653846 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 TIMOTHY KILEY CHAIRMAN 1.00 X X 0 0 0 JOHN DORAN CHAIR ELECT 1.00 X X 0 0 0 ANDREW HERNAN TREASURER 1.00 X X 0 0 0 WILLIAM WHEELER JR SECRETARY 1.00 X X 0 0 0 JENNIFER ADAMS DIRECTOR 1.00 X 0 0 0 CAROL ASBILL DIRECTOR 1.00 X 0 0 0 JOHN BURTON DIRECTOR 1.00 X 0 0 0 JAMES HARMER DIRECTOR 1.00 X 0 0 0 MONROE HASKINS DIRECTOR 1.00 X 0 0 0 J MICHAEL HUNTER DIRECTOR 1.00 X 0 0 0 CHARLES LAKE DIRECTOR 1.00 X 0 0 0 RON LOSCH DIRECTOR 1.00 X 0 0 0 SHERRIE LONG DIRECTOR 1.00 X 0 0 0 CHUCK MCDANAL DIRECTOR 1.00 X 0 0 0 NEAL O'TOOLE DIRECTOR 1.00 X 0 0 0 THOMAS PATTERSON DIRECTOR 1.00 X 0 0 0 BART ROSS DIRECTOR 1.00 X 0 0 0 SENA SCHIRM DIRECTOR 1.00 X 0 0 0 SCOTT SLOMAN CHAIRMAN 1.00 X 0 0 0 KAREN VOLKMANN DIRECTOR 1.00 X 0 0 0 RICHARD WILLS DIRECTOR 1.00 X 0 0 0 SHIRLEY BALOGH PRESIDENT 39.00 X 80821 0 16379 80821 0 16379 0 0 0 0 0 15360 551862 15360 567222 ADULT DAY TRAINING 624310 573960 573960 GROUP HOMES 624310 219998 219998 793958 1369 1369 19225 288 18937 18937 18937 140275 15360 69878 70397 70397 OTHER INCOME 624310 8502 8502 8502 1460385 793958 0 99205 95597 57357 38240 807554 677308 105512 24734 8857 7478 964 415 68435 54048 11899 2488 67998 55458 10659 1881 18659 14221 4438 6581 5584 997 30012 27389 2623 128915 119749 8471 695 78703 74733 3970 733 733 426 426 31204 29860 1344 67566 29174 32632 5760 OTHER EXPENSES 45456 28416 17040 CLIENT WAGES 31770 31770 PERSONAL ALLOWANCES AND 21427 20336 1091 1509893 1233614 240306 35973 600 850 152085 196237 8580 11202 69797 53425 1649440 1501639 175814 147801 47388 52606 4316 4316 315 448 458895 466885 95727 90857 0 62639 95727 153496 X 333439 187474 29729 125915 363168 313389 458895 466885 X -49508 4729 -5000 X 0 1 X 1 0 X 342977 731693 445961 494951 567222 2582804 342977 731693 445961 494951 567222 2582804 90196 2492608 11844 13558 13843 8130 1369 48744 21171 32165 24285 27412 8502 113535 2745083 5218209 0.90800 0.79290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56840 56840 1135860 1070391 65469 429525 410055 19470 27215 21193 6022 147801 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 52606 F 52606 X 1519632 4729 54518 59247 1460385 0 1460385 1569411 59518 59518 1509893 0 1509893 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. THE TAX RETURNS FOR THE FISCAL YEARS ENDING 2011 TO 2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING COSTS 54,518. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING COSTS 54,518. BAD DEBT EXPENSE 5,000. WINE FESTIVAL 72720 72720 13097 FALL DINNER 45655 45655 34811 2 37260 15360 21900 15360 6610 155635 15360 140275 15360 54518 69878 70397 FORM 990, PART VI, SECTION B, LINE 11 DRAFT FORM 990 IS EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST QUESTIONAIRE IS FILLED OUT AND SIGNED BY EACH BOARD MEMBER ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL REVIEW IS GIVEN TO THE CEO/PRESIDENT AND IS BASED ON INTERVIEWS WITH OTHERS IN THE ORGANIZATION. A REVIEW OF CURRENT COMMENSURATE COMPENSATION FOR THE POSITION IN THIS REGION IS REVIEWED ALONG WITH PERFORMANCE. 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.