2015-05-14T17:52:17-05:00 2014-06-30 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2013-07-01 951690983 ABILITYFIRST ABIL 6263961010 1300 EAST GREEN STREET PASADENA CA 911062606 LORI E GANGEMI CEO 6263961010 2015-05-13 1 RICHARD L RUVELSON P00234075 3108731600 2013 2016-02-25 16:41:14Z LORI E GANGEMI 1300 EAST GREEN STREET PASADENA CA 911062606 56753192 0 X WWW.ABILITYFIRST.ORG X 1926 CA HELP CHILDREN AND ADULTS WITH PHYSICAL & DEVELOPMENTAL DISABILITIES. 23 23 754 1300 311966 -35217 10370532 9815103 2276248 2438481 2310566 7267206 407270 343558 15364616 19864348 0 0 0 0 9619662 10228767 0 0 815510 4515483 4714099 14135145 14942866 1229471 4921482 58750384 61045783 1561061 2017941 57189323 59027842 ABILITYFIRST PROVIDES PROGRAMS AND SERVICES TO HELP CHILDREN AND ADULTS WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES REALIZE THEIR FULL POTENTIAL THROUGHOUT THEIR LIVES. 0 0 5779935 462647 SOCIALIZATION AND RECREATIONAL SERVICES:ABILITYFIRST OPERATES EIGHT COMMUNITY CENTERS THROUGHOUT SOUTHERN CALIFORNIA AND SERVED APPROXIMATELY 765 CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. SCHOOL AGED CHILDREN PARTICIPATED IN AFTER SCHOOL AND SUMMER ENRICHMENT PROGRAMS DESIGNED TO DEVELOP KEY LIFE SKILLS SUCH AS IMPROVING THEIR COMMUNICATION AND SOCIALIZATION SKILLS AND TO BUILD CONFIDENCE. ADULTS PARTICIPATED IN DAY PROGRAMS DESIGNED TO ASSIST THEM IN SETTING AND REALIZING SPECIFIC GOALS AND TO PURSUE ACTIVITIES THEY FIND INTERESTING, MEANINGFUL AND ENRICHING. 5261578 1655238 EMPLOYMENT SERVICES: ABILITYFIRST EMPLOYED, SUPPORTED, AND PLACED NEARLY 500 PEOPLE WITH DEVELOPMENTAL DISABILITIES. OPPORTUNITIES TO LEARN AND DEVELOP JOB SKILLS OCCURRED AT THREE WORK CENTERS THAT FULFILLED CONTRACTS FOR OVER 50 BUSINESS PARTNERS THROUGH WORK THAT INCLUDED ASSEMBLY, PACKAGING, AND MAILING. ABILITYFIRST ALSO OPERATES A COMPETITIVE DOCUMENT DESTRUCTION BUSINESS THAT SERVED NEARLY 100 SOUTHERN CALIFORNIA COMPANIES. AND ABILITYFIRST'S SUPPORTED EMPLOYMENT PROGRAM PLACED AND/OR SUPPORTED 124 PEOPLE WITH DISABILITIES AT BUSINESSES WITHIN A WIDE RANGE OF INDUSTRIES, INCLUDING FOOD SERVICES, RETAIL, SECURITY AND JANITORIAL. 1290455 320596 CAMPING SERVICES: CAMP PAIVIKA IN THE SAN BERNARDINO MOUNTAINS PROVIDED CAMP PROGRAMS TO 405 CHILDREN, TEENS, AND ADULTS WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES. ON TEN ACRES OVERLOOKING SOUTHERN CALIFORNIA, CAMP PAIVIKA PROVIDED THREE TO NINE NIGHT SUMMER SESSIONS AS WELL AS WEEKEND WINTER AND SPRING CAMP SESSIONS. CAMPERS WERE SUPPORTED BY SPECIALLY TRAINED STAFF AND PARTICIPATED IN TRADITIONAL CAMP ACITIVITES INCLUDING HORSEBACK RIDING, ARCHERY, SWIMMING, COOKOUTS AND CAMPFIRES, ARTS AND CRAFTS, NATURE HIKES, ETC. 12331968 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 65 0 754 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X KEVIN A SCHAFFELS 6263961010 1300 EAST GREEN STREET PASADENA CA 911062606 RICK M ARCARO DIRECTOR 1.00 X 0 0 0 MIKE DOKMANOVICH DIRECTOR 1.00 X 0 0 0 MICHAEL DOUGAN DIRECTOR 1.00 X 0 0 0 MARK FEDDE DIRECTOR 1.00 X 0 0 0 BELINDA FONTENOT-JAMERSON DIRECTOR 1.00 X 0 0 0 RICHARD R FRANK DIRECTOR 1.00 X 0 0 0 MARIA FRENCH DIRECTOR 1.00 X 0 0 0 WILLIAM B HAWKINS DIRECTOR 1.00 X 0 0 0 STUART HEMPHILL DIRECTOR 1.00 X 0 0 0 ROBERT HSU DIRECTOR 1.00 X 0 0 0 CAROL LLEWELLYN DIRECTOR 1.00 X 0 0 0 MORDENA MOORE DIRECTOR 1.00 X 0 0 0 RUTH PHELPS DIRECTOR 1.00 X 0 0 0 RANDALL REPP DIRECTOR 1.00 X 0 0 0 DAVID SAETA DIRECTOR 1.00 X 0 0 0 DAVID SEASTROM DIRECTOR 1.00 X 0 0 0 STANFORD SMITH DIRECTOR 1.00 X 0 0 0 JONATHAN THOMAS DIRECTOR 1.00 X 0 0 0 PATRICIA VICK DIRECTOR 1.00 X 0 0 0 STEVE BROCKMEYER CHAIRMAN 1.00 X X 0 0 0 JOHN KELLY VICE CHAIR 1.00 X X 0 0 0 JAY R HENNEBERRY TREASURER 1.00 X X 0 0 0 RAY CHERRY SECRETARY 1.00 X X 0 0 0 LORI GANGEMI CEO 40.00 X 281040 0 24426 STEVEN SCHULTZ CFO 40.00 X 168352 0 17208 KERI CASTANEDA CPO 40.00 X 133142 0 8042 SYED KAZMI CONTROLLER 40.00 X 102821 0 12338 685355 0 62014 4 0 1 0 SLATER BUILDERS 3100-B PULLMAN ST COSTA MESA CA 92626 CONSTRUCTION 1408764 VINCENT R VINE POBOX 3391 CRESTLINE CA 92325 CONSTRUCTION 151928 2 25521 749165 6267615 2772802 50083 9815103 EMPLOYMENT SERVICE FEES 900099 1655238 1655238 RECREATIONAL SERV. FEES 900099 462647 462647 CAMPING SERVICE FEES 900099 320596 320596 2438481 1196718 1196718 328484 0 328484 328484 310675 17809 42756984 175 36399368 287303 6357616 -287128 6070488 6070488 171858 749165 194259 -22401 -22401 22762 361 22401 22401 8844 7553 1291 1291 OTHER INCOME 900099 13783 13783 13783 19864348 2438481 311966 7298798 681836 552624 91774 37438 7545405 6083681 1037806 423918 299040 255548 31055 12437 1108592 947362 115125 46105 593894 492666 68957 32271 29904 29904 57187 57187 163838 163838 311303 229825 81478 22964 6560 15107 1297 327375 237879 28341 61155 1223037 1124304 70486 28247 352800 325665 21649 5486 44069 44054 15 639472 620434 13517 5521 253698 233218 14621 5859 PROGRAM SUPPLIES 432578 432578 EQUIP. LEASE & MAINT. 149463 142428 4995 2040 DATA PROCESSING 131694 98764 17621 15309 CONTRACT MATERIALS 101663 101663 473054 402715 13390 56949 14942866 12331968 1795388 815510 447838 479873 1211665 56217 1146120 766499 1135695 944592 416139 80430 96335 93697 24798086 9931571 11217886 14866515 37598322 38376721 5480384 5381239 58750384 61045783 1561061 2017941 1561061 2017941 X 26145508 29644075 25502965 23948990 5540850 5434777 57189323 59027842 58750384 61045783 X 4921482 -2925502 -157461 X X 0 1 X 1 0 X 9804455 9820590 9741420 10370532 9815103 49552100 9804455 9820590 9741420 10370532 9815103 49552100 4101265 45450835 1461070 1744159 1205287 1133234 1214527 6758277 36769 40337 51324 32572 -35217 125785 36008 57704 11636 13575 13783 132706 56568868 10665652 0.80350 0.80190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1760140 211563 33054 1938649 1619151 140989 1760140 1672081 50 -38638 14342 1619151 1361414 6613 309636 5582 1672081 1162918 4478 194018 1361414 0.63380 0.36620 0 0 1277963 1277963 15246546 7423429 7823117 274540 196810 77730 3378268 2311332 1066936 4620769 4620769 14866515 SECURITY AND INSURANCE DEPOSITS 54557 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 4206037 BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS 1120645 5381239 17150473 -2925502 375465 -2550037 19700510 163838 163838 19864348 15311954 532926 532926 14779028 163838 163838 14942866 PART V, LINE 4: ENDOWMENT FUNDS ARE ESTABLISHED FOR PERMANENT ENDOWMENT, WHICH IS TO PROVIDE PERMANENT SOURCE OF INCOME TO THE ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 7,553. CHANGE IN VALUE - BENEFICIAL INT. IN CHARITABLE REMAINDER TRUSTS 90,162. CHANGE IN VALUE - BENEFICIAL INTEREST IN PERPETUAL TRUSTS 277,750. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 7,553. UNCOLLECTIBLE A/R & PLEDGES 525,373. STROLL & ROLL 681831 550710 131121 11216 26462 10450 82992 FESTIVAL OF FALL 163391 122654 40737 509 11466 4227 7585 17932 3 75801 75801 1068 1654 8128 83 10487 921023 749165 171858 12793 39582 22805 7668 111411 194259 -22401 22762 361 1 0.90000 22762 361 361 22401 CA 1 0 0 0 1.00000 LORI GANGEMI 1300 EAST GREEN STREET PASADENA CA 91106 0 JULIA WALKUP MANAGE TICKET SALES AND DRAWINGS X 1 22401 X X X X 0 0 0 0 0 0 0 0 0 LORI GANGEMI CEO 281040 0 0 0 0 0 18851 0 5575 0 305466 0 0 0 STEVEN SCHULTZ CFO 168352 0 0 0 0 0 11523 0 5685 0 185560 0 0 0 X 8 4100 NET PROCEEDS FROM SALES X 1 4074 FMV X 13 26706 FMV X CONSTRUCTION 2 11056 FMV X SUPPLIES 5 3730 FMV X MISC ITEMS 1 417 FMV 0 1 1 PART I, COLUMN (B): NON CASH DONATIONS ARE LISTED BY TOTAL NUMBER OF GIFTS RECEIVED. PART I, LINE 32B: THE ORGANIZATION USES HAROLD'S CAR DONATION SERVICE TO SOLICIT AND SELL VEHICLE DONATIONS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO ELECTION AND ON A NOT LESS THAN ANNUAL BASIS, ABILITYFIRST BOARD MEMBERS SIGN A DECLARATION STATEMENT DISCLOSING ANY CONFLICTS OF INTEREST. THE CONFLICT OF INTEREST POLICY AND THE BOARD MEMBER CONFLICT OF INTEREST FORMS ARE MONITORED BY THE BOARD CHAIR AND THE GOVERNANCE/NOMINATING COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 CEO/CFO: A COMPENSATION REPORT IS PREPARED BY AN INDEPENDENT FIRM EVERY TWO YEARS TO DETERMINE COMPETITIVE SALARIES FOR THE ABILITYFIRST CEO AND CFO. THE BOARD DELEGATES THE AUTHORITY TO THE EXECUTIVE COMMITTEE TO EVALUATE AND SET COMPENSATION LEVELS FOR THE CEO AND CFO. PROPOSED COMPENSATION INCREASES FOR THE CEO AND CFO MUST BE APPROVED BY THE BOARD IF, 1) A PROPOSED INCREASE IN BASE SALARY EXCEEDS THE CURRENT BASE SALARY BY MORE THAN 10% OR IF, 2) A PROPOSED BONUS EXCEEDS THE PRIOR YEAR'S BASE SALARY BY MORE THAN 10% OR IF, 3) A PROPOSED INCREASE IN BASE SALARY EXCEEDS BY 10% OR MORE THE 50TH PERCENTILE OF THE COMPENSATION REPORT ISSUED BY THE INDEPENDENT FIRM. FOR EMPLOYEES OTHER THAN CEO/CFO: THE CEO PROPOSES AN ANNUAL BUDGET THAT INCLUDES AN INCREASE POOL. AFTER THE AGENCY WIDE BUDGET IS APPROVED BY THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS, A BUDGET FOR SALARY INCREASES THEN BECOMES AVAILABLE FOR EACH MANAGER TO AWARD THEIR STAFF BASED ON AN EMPLOYEE'S PERFORMANCE EVALUATION. ALL COMPENSATION CHANGES ARE SUBJECT TO REVIEW BY THE CEO AND DIRECTOR OF HUMAN RESOURCES. THE CEO APPROVES ALL COMPENSATION INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AS WELL AS INCLUDED ON THE ANNUAL REPORT POSTED ON THE WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE - BENEFICIAL INTEREST IN PERPETUAL TRUSTS 277,750. CHANGE IN VALUE - BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 90,162. UNCOLLECTIBLE A/R & PLEDGES -525,373. FORM 990, PART XII, LINE 2C NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR, AS COMPARED TO THE PRIOR TAX YEAR. FORM 990, PART VI, LINE 1A THE BOARD DELEGATES THE AUTHORITY TO THE EXECUTIVE COMMITTEE TO EVALUATE AND SET COMPENSATION LEVELS FOR THE CEO AND CFO.