2015-05-14T18:09:53-05:00 2014-06-30 952835976 MACFARLANE FALETTI & CO LLP 115 E MICHELTORENA ST 200 SANTA BARBARA CA 93101 990 2013-07-01 953642272 EASY LIFT TRANSPORTATION INC EASY 8056811416 53 CASS PLACE NO D SANTA BARBARA CA 93117 ERNESTO PAREDES EXECUTIVE DIRECTOR 8056811416 2015-05-12 1 GAIL H ANIKOUCHINE P00161999 8059664157 2013 2016-02-25 16:41:14Z ERNESTO PAREDES 53 CASS PLACE NO D SANTA BARBARA CA 93117 2591651 0 X WWW.EASYLIFT.ORG X 1981 CA FULFILLING OUR COUMMUNITY'S NEED FOR SPECIALIZED TRANSPORTATION FOR THE ELDERLY AND/OR DISABLED 5 5 54 6 0 0 265006 258549 2847878 2324171 -51894 -33630 4429 6577 3065419 2555667 0 0 0 0 1273852 1371119 0 0 80251 997117 1117545 2270969 2488664 794450 67003 1898019 2025391 61315 109371 1836704 1916020 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 2083667 2330748 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 2,300 CURRENT PASSENGERS, 70% REPORT LOW INCOME, APPROXIMATELY 38% USE MOBILITY DEVICES AND 70% ARE ELDERLY.CAT IS OUR OTHER FUNDAMENTAL PROGRAM. EASY LIFT FOUND TRANSPORTATION WAS LACKING FOR UNDERPRIVILEGED CHILDREN TO ACCESS LIFE BETTERMENT PROGRAMS AND NOW DEDICATE 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. 2083667 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 0 0 0 0 0 0 0 0 0 0 1 15 0 1 54 1 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 0 1 1 0 CA X POLLY SUMNER 8056811416 53 CASS PLACE NO D GOLETA CA 93117 MAC A JOHNSON DIRECTOR 1.00 X X 0 0 0 KAREN JOHNSON SECRETARY/TREASURER 0.50 X X 0 0 0 DAVE JOHNSON DIRECTOR 0.50 X 0 0 0 MATT DENTINGER DIRECTOR 0.50 X 0 0 0 ERIC MILLER PRESIDENT 2.00 X 0 0 0 ERNESTO PAREDES EXECUTIVE DIRECTOR 40.00 X 129260 0 0 POLLY SUMNER CHIEF FINANCIAL OFFICER 40.00 X 75728 0 0 204988 0 0 1 0 0 0 0 258549 258549 CONTRACT AND USER FEE 480000 1329419 1329419 GOVERNMENT PAID FEES 480000 994752 994752 2324171 254 254 2100 35984 -33884 -33884 -33884 MISCELLANEOUS 480000 6577 6577 6577 2555667 2330748 0 -33630 194459 174596 19863 944505 907816 12290 24399 142179 131136 6872 4171 89976 72967 13608 3401 61994 28181 33813 20681 17993 2068 620 73918 54804 19114 5981 299 5682 182305 173190 9115 218311 189931 28380 FUEL AND OIL 251179 249923 1256 WORKERS COMP INSURANCE 128372 121953 6419 REPAIRS AND MAINTENANCE 101889 99851 2038 FUNDRAISING EXPENSES 27797 27797 45118 35623 9495 2488664 2083667 324746 80251 49921 67350 611173 898431 149516 123314 78297 85854 1399704 553869 1004661 845835 4451 4607 1898019 2025391 61315 109371 61315 109371 X 1251769 1468119 584935 447901 1836704 1916020 1898019 2025391 X 67003 12313 X X 0 1 X 1 0 X 224853 267951 503798 265006 258549 1520157 224853 267951 503798 265006 258549 1520157 479345 1040812 614 742 487 374 254 2471 8133 3310 3751 4429 6577 26200 1548828 10077985 0.67200 0.69260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 480788 44000 88905 435883 227198 428000 174410 480788 215592 71438 59832 227198 506179 62665 353252 215592 503884 160058 157763 506179 1.00000 0 0 1357873 516713 841160 41831 37156 4675 845835 X 2567980 0 2567980 -12313 -12313 2555667 2488664 0 2488664 0 2488664 PART V, LINE 4: INCLUDED IN TEMPORARILY RESTRICTED NET ASSETS IS EQUIPMENT WITH A NET BOOK VALUE OF $432,072 WHOSE USE IS RESTRICTED TO THE PROGRAM FOR A CERTAIN TIME; THE BALANCE IS EXPENDABLE ON VARIOUS PROGRAMS OVER THE NEXT YEAR. PART X, LINE 2: THE ORGANIZATION IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2014, OR FOR ANY YEAR FOR WHICH THE STATUTE OF LIMITATIONS IS OPEN. PART XI, LINE 4B - OTHER ADJUSTMENTS: TAX LOSS > BOOK LOSS ON DISPOSITION OF ASSETS -12,313. 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 15 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 LOSS > BOOK LOSS ON DISPOSITION OF ASSETS 12,313. 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.