2015-06-30T14:23:43-05:00 2014-12-31 420714325 McGladrey LLP 1 S Wacker Drive Ste 800 Chicago IL 60606 990 2014-01-01 362171729 Easter Seals Inc EAST 3127266200 233 South Wacker Drive No 2400 Chicago IL 606066410 Le Monte G Booker Chief Financial Officer 3127266200 2015-06-30 1 Marek Rozowicz P01616027 3126343400 2014 2016-02-25 16:41:14Z Randall Rutta 233 South Wacker Drive No 2400 Chicago IL 606066410 87583897 0 X www.easterseals.com X 1938 OH Headquarters ONLY for this return. See Schedule O. 19 19 355 34 83176 -13975 73386071 62854568 6721822 6547818 1021311 2573100 1053218 1031843 82182422 73007329 27506029 19517255 0 0 13880801 13487066 2602254 2787804 18720241 37378810 36529181 81367894 72321306 814528 686023 34184470 22958746 25957930 20378266 8226540 2580480 X Through therapy, training, education and support services, Easter Seals creates life-changing solutions so people with disabilities or special needs, and their families, can live, learn, work and play in their communities. Learn more at easterseals.com. 0 0 16956993 14850700 Easter Seals Senior Community Service Employment Program (SCSEP) is a work-based community service program for older workers, funded by the Department of Labor (DOL). Authorized by the Older American Act, the program provides subsidized, service-based training for low-income persons 55 or older, who are unemployed with poor employment prospects. SCSEP's mission is to promote economic self-sufficiency for older individuals seeking to achieve this goal. Program participants train at community nonprofits and government agencies, gaining skills to prepare them for employment.(See Schedule O for additional program information)In addition, Easter Seals provides program participants training to help them become job-ready; this can include resume workshops, interview workshops, job search assistance, and other supports to become job-ready.The U.S. Department of Labor Employment and Training Administration (DOLETA) administers SCSEP by awarding grants to 15 non-profit organizations (including Easter Seals, Inc.) and to each of 56 state and territorial governments. Easter Seals, a national SCSEP grantee since 2003 had nine affiliate organizations working as sub-recipients of SCSEP during its 2014 program year. During program year 2014, Easter Seals served (2,515) participants and successfully trained many participants who were "most in need." Participants included (266) people over age 70; (1074) homeless or at-risk of homelessness; (764) with a disability; (300) were veterans; (321) participants had limited English proficiency; (529) tested with low literacy skills; and (1080) had an advanced education ranging from one year of college to doctoral degrees. (372) participants exited during the year for paid employment, with an average starting wage of ($11.02) per hour, made possible through their participation in the SCSEP. During this same period, Easter Seals SCSEP participants provided (1,081,214) million hours of community service hours to local not-for-profit and government agencies through their training assignments. These community service hours greatly benefit local communities in addition to training SCSEP participants. 2556920 Easter Seals Project ACTION (ESPA) is a cooperative agreement (DC26-5309) funded by the Department of Transportation, Federal Transit Administration (FTA). Its mission is to promote universal access to transportation for people with disabilities of all ages under federal law and beyond by partnering with transportation providers, the disability community and others through the provision of training, technical assistance, outreach, and communication.(See Schedule O for additional program information)Staff conducted the business of our cooperative agreement in four major areas: training programs (e.g., in-person travel training, webinars, online courses), technical assistance activities (e.g., toll-free information and referral, tailored/targeted technical assistance to communities), outreach initiatives (e.g., newsletters, information briefs on specific topics of interest, presentations at conferences, maintenance of website, engagement with social media, online communities), and applied research (e.g., supported creation and fielding of surveys to produce reports on topics of interest, use findings of previous research to create information briefs related to accessible transportation). Summary of ESPA Outputs January - December 2014Total Individuals served: 27,338Training, technical assistance and events: 15,187 - toll-free phone line information & referral: 7,172 - communities provided targeted technical assistance: 31 - follow-up with community leaders: 90 - training event participants: 2,953 - individuals who ordered materials: 457 - participants at conference sessions: 2,967 - partners & advisory committees supported: 1,517Online venues (i.e., website, e-news, twitter, online communities): 12,151 - unique website visitors: 2,846 - e-news subscribers: 7,726 - online community members: 753 - Twitter followers: 826 Grant effectiveness (# persons served/#FTEs): 2,628/FTE - an increase of 238 people/FTE served, a 9% increase over 2013. 562761 Easter Seals and the National Association of Area Agencies on Aging jointly administer the National Center for Senior Transportation (NCST), a cooperative agreement (DC26-5308). The NCST staff work to educate on and expand awareness of the issues related to transportation options for older adults and the need for more of those options to be available in communities across the country. The program is distinct in its focus on community grant-making for the purpose of finding and testing best practices in senior transportation options. The partnership with the Eldercare Locator continues to make the NCST a resource to assist older adults who need a ride in their communities or information about transportation in general.(See Schedule O for additional program information)Staff conducted the business of our cooperative agreement in three major areas: training programs (e.g., webinars), technical assistance activities (e.g., toll-free information and referral, targeted technical assistance to communities), and outreach initiatives (e.g., newsletters, information briefs on specific topics of interest, presentations at conferences, maintenance of website, engagement with social media, online communities). In addition to the numbers below, the bulk of calls for help with transportation issues were routed to and handled through the Eldercare Locator managed by n4a, our NCST co-partner. A total of 24,795 customers received assistance through the Eldercare Locator. Also, 2,214 print copies of NCST materials were distributed throughout the year.Summary of NCST Outputs January - December 2014Total Individuals served: 8,778Training, technical assistance and events: 2,746 - toll-free phone line information & referral: 639 - training event participants: 727 - participants at conference sessions: 1,380Online venues (i.e., website, e-news, Twitter, online communities): 6,032 - unique website visitors: 1,557 - e-news subscribers: 3,420 - YouTube video accessed: 367 - online community members: 464 - Twitter followers: 224 Grant efficiency (grant revenue/# persons served): $72.73/person Grant effectiveness (# persons served/#FTEs): 5,164/FTE 8519354 1867565 4477666 Program Development: Building from Easter Seals' expertise, Easter Seals is focusing on four service areas of critical importance: young children, older adults, people living with autism, and military service members, veterans and military families. Funds, leadership, and assistance are directed to Easter Seals' affiliates and here at headquarters to provide services for children and adults with autism and other disabilities through their centers. Primary services are medical rehabilitation, job training and employment, inclusive child care, early intervention, autism services, adult day services, and camping and recreation. 794265 21659 188959 Professional Education and Training: Activities to improve the knowledge, skills, and critical judgment of affiliate staff, volunteers, caregivers, and other health and education professionals. 6472220 2777331 1539769 Fundraising Advisory: Training and consultation with Easter Seals' affiliates to strengthen their relationships with donors and make the general public aware of the needs of children and adults with disabilities and their families. 1810182 430650 Management Advisory: Managing Easter Seals' brand and membership standards with affiliates; consulting on general management issues including: Easter Seals' best practices for service delivery, board development, and doing business as a non-profit: finance and accounting, budgeting, strategic planning and personnel selection. 13296977 Public Health Education: Creating a public awareness about individuals living with disabilities and the issues they face through public relations, multi-media, integrated cross-channel public education campaigns, community advocacy, and on and offline engagement opportunities. Providing up-to-date resources about disabilities, disability awareness, opportunities, and other relevant topics. Messaging and awareness driven primarily through two marketing efforts - Make the First Five Count, focused on early intervention and screening for all young children, and Easter Seals Dixon Center, emphasis on changing the conversation about our veterans and military families to drive more employment, education, health/wellness and community reintegration supports and opportunities. 30892998 4666555 6637044 50969672 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 1 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 85 0 1 355 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AR AK CA CO CT DC FL GA HI IL IN KS KY LA ME MD MA MI MN MO MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X Le Monte G Booker Chief Financial 3127266200 233 South Wacker Drive Ste 2400 Chicago IL 606066410 Richard W Davidson Chairman 3.00 1.00 X X 0 0 0 Eileen Howard Boone 1st Vice Chairman 3.00 X X 0 0 0 Edward L Wenzel 2nd Vice Chairman 3.00 X X 0 0 0 Ralph F Boyd Jr Treasurer 3.00 1.00 X X 0 0 0 Nancy H Goguen Secretary 3.00 X X 0 0 0 Stephen F Rossman Board Member 3.00 X 0 0 0 Michael J Boettcher Board Member 3.00 X 0 0 0 Kim D Dalgliesh Esq Board Member 3.00 X 0 0 0 Kathleen C Daly Board Member 3.00 X 0 0 0 Elizabeth W DeBiasi Board Member 3.00 X 0 0 0 Ben Gamache Board Member 3.00 X 0 0 0 Meg Ham Board Member 3.00 X 0 0 0 John F Jostrand Board Member 3.00 X 0 0 0 Joseph G Kern Board Member 3.00 X 0 0 0 Fred J Maahs Jr Board Member 3.00 X 0 0 0 John Maguire Board Member 3.00 X 0 0 0 Nivine Megahed PhD Board Member 3.00 X 0 0 0 Kimberly Michel Board Member 3.00 X 0 0 0 Franklin A Poff Board Member 3.00 X 0 0 0 Sandra J Towey Board Member 3.00 X 0 0 0 Sandra L Bouwman Former Board Member 3.00 X 0 0 0 The Hon Josefina G Carbonell Former Board Member 3.00 X 0 0 0 Rory A Cooper PhD Former Board Member 3.00 X 0 0 0 Brian G Dowling Former Board Member 3.00 X 0 0 0 Richard F Vincent Former Board Member 3.00 X 0 0 0 James E Williams Jr President & CEO 32.00 18.00 X 664890 358018 -174487 Randall Rutta Chief Strategy Officer 50.00 X 379180 0 54195 Le Monte G Booker Chief Financial Officer 50.00 X 308991 0 25942 Stephen Bergman Chief Information Officer 50.00 X 237113 0 26561 Maureen Haller Sr Senior Vice President,Development 40.00 10.00 X 196477 49830 22836 Jennifer Bielat Sr Vice President, Integrated Mkt 50.00 X 204472 0 13155 Linda Mayo Sr Vice President 50.00 X 195587 0 353 Patricia Jones Exec. Vice President, Aff. Services 50.00 X 268775 0 -38077 Katherine Beh Neas Sr Vice President, Govt Relations 50.00 X 202197 0 31428 Dorothy Moser Vice President, Human Resources 50.00 X 175852 0 60111 Jennifer Bartlett Vice President, Executive Office 50.00 X 163471 0 16072 Kristen Barnfield Vice President 50.00 X 147682 0 18228 3144687 407848 56317 35 0 1 0 Russ Reid 11200 Waples Mill Rd Ste 150 Fairfax VA 22030 Professional Fundraiser/Printing 7266211 RR Donnelley 7810 Solution Center Chicago IL 606777008 Printing 5249321 Innerworkings 7503 Solution Center Chicago IL 606777005 Printing 2640106 Blackbaud PO Box 930256 Atlanta GA 311930256 Professional Fundraiser/Printing 1279418 Merkle Response Services 100 Jamison Court Hagerstown MD 21740 Process Direct Mail 973663 35 28478 1065774 21107618 40652698 62854568 Affiliate Membership 541900 3314911 3314911 Government Contract Revenue 541900 2361649 2361649 Affiliate Sales & Services 541900 854493 854493 Affiliate Misc Revenue 541900 16765 16765 6547818 234673 234673 16677179 237816 14337681 238887 2339498 -1071 2338427 2338427 Donor List Rental 900099 942617 83176 859441 89226 89226 1031843 73007329 6637044 83176 3432541 19385924 19385924 121151 121151 10180 10180 2212252 1285742 543485 383025 9201620 6525070 1003229 1673321 587514 402051 79615 105848 699221 478495 94753 125973 786459 538194 106574 141691 314630 266863 12873 34894 66923 56763 2738 7422 20826 17664 852 2310 2787804 2787804 18075 3926 14149 5527141 4696464 216200 614477 877832 746169 20695 110968 512828 436433 38357 38038 1067736 912504 45635 109597 1560868 1148033 197771 215064 772671 659945 44234 68492 1124 1124 779764 690872 47774 41118 115203 51366 32804 31033 299470 225937 27451 46082 62189 45740 7880 8569 Print Mail Production 24200644 12115362 12085282 331257 147700 94324 89233 72321306 50969672 2631393 18720241 X 24031134 12030502 0 12000632 1706289 790685 5477572 5037293 3511498 3537794 108848 188864 171323 1431273 957673 632401 473600 19897641 10074816 200000 200000 2570205 2564387 34184470 22958746 11538166 12372977 3835992 3481221 9941 3450000 7133772 4514127 25957930 20378266 X -1749104 -7601422 8196133 8331132 1779511 1850770 8226540 2580480 34184470 22958746 X 686023 -2550891 -3781192 X 0 1 X 1 1 1 X 85918200 78924500 74276558 73386071 62854568 375359897 85918200 78924500 74276558 73386071 62854568 375359897 375359897 276600 371400 604612 373910 234673 1861195 1437200 718610 972465 948667 4076942 381298034 35122905 0.98440 X 0.98700 0.00470 Schedule A, Part III, Line 12 Included in line 12: 1)list rental payments from other not-for-profits totaling $859,441 and 2)payment for training services or publications $89,226. Combined the total equals $948,667. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29021 294759 323780 71997526 72321306 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 314700 294170 381630 323780 1314280 250000 250000 250000 250000 1000000 1500000 28600 24030 22312 29021 103963 595300 92000 400 900 686800 681400 -85200 900 595300 537400 142900 2100 -1000 681400 524900 13900 -600 800 537400 485800 39100 1800 1800 524900 0.99720 0.00280 0 0 49923 19380 30543 1381350 938293 443057 473600 Perpetual Trusts 1165839 Charitable Lead Trusts 202020 Charitable Remainder Trusts 1196528 2564387 Payroll Related Liability 35812 Deferred Rent 580464 Gift Annuity Liability 767210 Bank Line of Credit 3014018 Capital Lease 116623 4514127 X 80738475 -2550891 10286716 7735825 73002650 4679 4679 73007329 86384535 10286716 3781192 14067908 72316627 4679 4679 72321306 Part V, Line 4: The principal is to be invested in perpetuity with the interest to be spent for Easter Seals Inc. operating activities based on the board approved spending policy. Part X, Line 2: Easter Seals is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, Easter Seals may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of Easter Seals and various positions related to the potential sources of unrelated business taxable income (UBIT). There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods presented in these financial statements. Easter Seals files Form 990 in the U.S. federal jurisdiction and the state of Illinois. Easter Seals is generally no longer subject to examination by the Internal Revenue Service for years before 2011. Part XII, Line 2d - Other Adjustments: Pension liability adjustments other than net periodic benefit cost 3,781,192. 1 East Asia & Pacific 0 0 Program Services Program Exchange 16549 North America 0 0 Grant to Recipient N/A 10180 North America 0 0 Program Services Online Community Software 3521 North America 0 0 Program Services Professional Survey 2999 North America 0 0 Program Services Postage 45 0 0 0 0 0 0 33294 0 33294 North America Program-Children 10180 Check 1 0 0 0 0 0 0 0 Part I, Line 2: In 2014, Easter Seals Inc. granted $10,180 to one non-U.S. disability service organization that is closely associated with Easter Seals and its mission to support their efforts to improve and advance services for people with disabilities and their families. There is an established relationship and history of collaboration. Eligibility was limited to those non-US organizations with close mission, service, and operational ties to Easter Seals Inc. and with a history of collaboration on best practice advocacy, service delivery and operational issues and activities. Part II, Line 1: The grant is recorded based on accrual accounting. X X X X X X X 1 Russ Reid 11200 Waples Mill Rd Ste 150 Fairfax VA 22030 Fundraising 0 10721598 1091854 9629744 Infocision Management Corp PO Box 932441 Cleveland OH 44193 Fundraising 0 1522365 1005845 516520 Merkle Inc PO Box 64897 Baltimore MD 212644897 Fundraising 0 313187 140453 172734 Strategic Fundraising Inc 2625 Momentum Place Chicago IL 60689 Fundraising 0 23104 23968 -864 Phyllis Freedman 1625 16th St NW 401 Washington DC 20009 Fundraising 0 0 10845 -10845 Blackbaud PO Box 930256 Atlanta GA 311930256 Fundraising 0 0 239000 -239000 The Sharpe Group 855 Ridge Lake Blvd Ste 300 Memphis TN 38120 Fundraising 0 0 2000 -2000 The Stelter 10435 New York Ave Des Moines IA 50322 Fundraising 0 0 144885 -144885 The Osbourne Group 100 S Bedford Rd Ste 340 Mt Kisco NY 10549 Fundraising 0 0 103753 -103753 Mobile Accord 2150 W 29th Ave Ste 200 Denver CO 80211 Fundraising 0 0 25201 -25201 12580254 2787804 9792450 AL AK AR CA CO CT DC FL GA HI IL IN KS KY LA ME MD MA MI MN MO MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI Schedule G, Part I, Line 2b, Column (v) For professional fundraisers such as Phyllis Freedman, The Osborne Group, or The Sharpe Group, Easter Seals Inc. did not list a revenue amount above. The impact of these consulting relationships is not seen in revenue directly back to headquarters, but rather in fundraising results of our affiliates across the country. Each of these business partners provide strategic input on Easter Seals Inc. fundraising initiatives impacting affiliates nationwide. The Osbourne Group works directly with our affiliates, primarily through the Easter Seals Academy, but also through direct consultation, on advancement of relationship-based fundraising best practices, particularly around Presidents' Council and major gifts. Phyllis Freedman consults with us on the direct and planned giving programs and The Sharpe Group provides strategic consulting on the advancement of Easter Seals nationwide planned giving program. 1 Easter Seals New York 29 W 36th Street 4th floor New York NY 10018 135596808 501(c)(3) 3779160 Disability Services Easter Seals New Jersey 25 Kennedy Blvd Suite 600 East Brunswick NJ 08816 221508591 501(c)(3) 2971381 Disability Services Easter Seals Goodwill Northern Rocky Mountain 425 1st Avenue North Great Falls MT 594012507 810232125 501(c)(3) 2276718 Disability Services Easter Seals Capital Region & Eastern Connecticut 100 Deerfield Road Windsor CT 060954207 060662138 501(c)(3) 1684574 Disability Services Easter Seals Oregon 5757 Southwest Macadam Avenue Portland OR 97239 930386885 501(c)(3) 1643359 Disability Services Goodwill Easter Seals Miami Valley 660 South Main Street Dayton OH 45402 310537112 501(c)(3) 1301082 Disability Services Easter Seals Alabama 5960 East Shirley Lane Montgomery AL 36117 237070631 501(c)(3) 1037005 Disability Services Goodwill Easter Seals of the Gulf Coast 2448 Gordon Smith Drive Moblie AL 36617 630363472 501(c)(3) 673514 Disability Services Easter Seals Foundation 233 S Wacker Drive Ste 2400 Chicago IL 60606 261207337 501(c)(3) 518036 Disability Services Easter Seals Southern California 1570 E 17th Street Santa Ana CA 927054734 943068149 501(c)(3) 382585 Disability Services Easter Seals New Hampshire 555 Auburn Street Manchester NH 03103 020272825 501(c)(3) 265759 Disability Services Easter Seals Massachusetts 484 Main Street Worcester MA 016081817 042103867 501(c)(3) 254881 Disability Services Easter Seals Bay Area 391 Taylor Blvd Suite 250 Pleasant Hill CA 94523 943120231 501(c)(3) 222500 Disability Services Easter Seals Delaware & Maryland's Eastern Shore 61 Corporate Circle New Castle DE 197202439 510066728 501(c)(3) 185633 Disability Services Easter Seals Washington 200 West Mercer Street Ste 210E Seattle WA 98119 910575956 501(c)(3) 153319 Disability Services Easter Seals Greater Houston 4500 Bissonnet Suite 340 Bellaire TX 774013006 741238418 501(c)(3) 124041 Disability Services Easter Seals Serving DC MD VA Inc 1420 Spring Street Silver Spring MD 20910 530212296 501(c)(3) 122638 Disability Services Easter Seals Southwest Human Development 2850 North 24th Street Phoenix AZ 85008 860407179 501(c)(3) 118717 Disability Services Easter Seals Metropolitan Chicago 1939 West 13th Street Suite 300 Chicago IL 606081226 362169153 501(c)(3) 117797 Disability Services Easter Seals Michigan 2399 E Walton Blvd Auburn Hills MI 48326 381402860 501(c)(3) 114482 Disability Services Easter Seals of Central Illinois 507 East Armstrong Avenue Peoria IL 616033197 370686250 501(c)(3) 107552 Disability Services Easter Seals Florida 520 N Semoran Blvd Suite 280 Orlando FL 32807 590637848 501(c)(3) 94574 Disability Services Easter Seals Southeastern Pennsylvania 3975 Conshochocken Avenue Philadelphia PA 191315484 231352293 501(c)(3) 94387 Disability Services Easter Seals TriState 2901 Gilbert Avenue Cincinnati OH 45206 310873433 501(c)(3) 90598 Disability Services Easter Seals North Texas 1424 Hemphill Street Fort Worth TX 761044703 750827419 501(c)(3) 82519 Disability Services Easter Seals Colorado 5755 West Alameda Avenue Lakewood CO 802263500 840412575 501(c)(3) 61145 Disability Services Easter Seals UCP North Carolina & Virginia Inc 5171 Glenwood Avenue Suite 400 Raleigh NC 276123266 560670676 501(c)(3) 49549 Disability Services Easter Seals Coastal Fairfield County 120 Holcomb Street Hartford CT 06112 060653197 501(c)(3) 48528 Disability Services Easter Seals Western and Central Pennsylvania 2525 Railroad Street Pittsburgh PA 15222 250965215 501(c)(3) 48066 Disability Services Easter Seals South Florida 1475 NW 14th Avenue Miami FL 331251692 590722783 501(c)(3) 47343 Disability Services Easter Seals Central California 9010 Soquel Drive Aptos CA 950034002 941497580 501(c)(3) 43132 Disability Services Easter Seals South Carolina PO Box 5715 Columbia SC 29250 570342029 501(c)(3) 41784 Disability Services Easter Seals Northern Ohio 2173 N Ridge Road Suite G Lorain OH 44055 314380051 501(c)(3) 35011 Disability Services Easter Seals Superior California 3205 Hurley Way Sacramento CA 958643898 941279800 501(c)(3) 34692 Disability Services Easter Seals Southeast Wisconsin 2222 S 114th Street West Allis WI 53227 390816849 501(c)(3) 34380 Disability Services Easter Seals Nevada 6200 West Oakey Blvd Las Vegas NV 89146 942815686 501(c)(3) 33560 Disability Services Easter Seals Iowa PO Box 5168 Des Moines IA 50305 420707100 501(c)(3) 29006 Disability Services Easter Seals Arkansas 3920 Woodland Heights Road Little Rock AR 722122495 710123680 501(c)(3) 25285 Disability Services Easter Seals Hawaii 710 Green Street Honolulu HI 968132119 990075235 501(c)(3) 25045 Disability Services Easter Seals Blake Foundation 7750 E Broadway Suite A200 Tucson AZ 85710 860093224 501(c)(3) 24989 Disability Services Easter Seals Volusia and Flagler Counties Ellen Black Center - PO Box 9117 Daytona Beach FL 32120 590722785 501(c)(3) 24295 Disability Services Easter Seals Eastern Pennsylvania 1501 Lehigh Street Suite 201 Allentown PA 18103 232823542 501(c)(3) 23769 Disability Services Easter Seals Midwest 13545 Barrett Parkway Suite 300 Ballwin MO 63021 430827160 501(c)(3) 22642 Disability Services Easter Seals Tennessee 750 Old Hickory Blvd 2-260 Brentwood TN 37027 620504893 501(c)(3) 22044 Disability Services Easter Seals Central and Southeast Ohio 3830 Trueman Court Hilliard OH 43026 314379471 501(c)(3) 21417 Disability Services Easter Seals Alaska 670 West Fireweed Lane Suite 105 Anchorage AK 99503 920018031 501(c)(3) 20944 Disability Services Easter Seals Joliet Region Inc 212 Barney Drive Joliet IL 60435 362300706 501(c)(3) 19606 Disability Services Easter Seals Capper Foundation 3500 SW 10th Avenue Topeka KS 666041904 480543745 501(c)(3) 18331 Disability Services Easter Seals West Georgia Inc PO Box 1690 Fortson GA 31808 581919206 501(c)(3) 17916 Disability Services Easter Seals ARC of Northeast Indiana 4919 Coldwater Road Fort Wayne IN 468255532 350998711 501(c)(3) 16960 Disability Services Easter Seals Rio Grande Valley Texas PO Box 489 McAllen TX 785050489 741233800 501(c)(3) 15793 Disability Services Easter Seals DuPage and the Fox Valley Region 830 South Addison Avenue Villa Park IL 601811153 362476388 501(c)(3) 13436 Disability Services Easter Seals West Kentucky 801 N 29th Street Paducah KY 42001 311572931 501(c)(3) 12064 Disability Services Easter Seals Central Texas 1611 Headway Circle Building 2 Austin TX 78754 750808811 501(c)(3) 10739 Disability Services Easter Seals Rehabilitation Center of Greater Waterbury 22 Tompkins Street Waterbury CT 067081496 060737391 501(c)(3) 9544 Disability Services Easter Seals Southwestern Indiana 3701 Bellemeade Avenue Evansville IN 47714 350909982 501(c)(3) 8638 Disability Services Easter Seals Middle Georgia PO Box 847 Dublin GA 310400847 581917053 501(c)(3) 8150 Disability Services Easter Seals Kentucky Cardinal Hill Rehabilitation Hospital 2050 Versailles Road Lexington KY 405041499 610444712 501(c)(3) 8077 Disability Services Easter Seals El Mirador 10 A-Van-Nu-Po Santa Fe NM 875081461 742830135 501(c)(3) 5301 Disability Services Easter Seals Goodwill New Haven 432 Washington Avenue North Haven CT 06473 237431264 501(c)(3) 5093 Disability Services Easter Seals West Virginia 1305 National Road Wheeling WV 260035780 621266942 501(c)(3) 5019 Disability Services Easter Seals North Georgia 53 Perimeter Center East Suite 550 Atlanta GA 30319 581919768 501(c)(3) 5001 Disability Services 62 0 SCSEP Participant Supportive Services 55 41447 0 Veteran Participant Support Services 38 63155 0 Ability First Staff Exchange Program 5 16549 0 Part I, Line 2: Easter Seals Inc. monitors the various grants provided to affiliates through the use of financial and non-financial measures. For example, each affiliate must submit its Form 990 and audited financial statements to ensure solvency and that basic financial thresholds are met. For non-financial measures, Easter Seals Inc. has multiple interactions with affiliates throughout the year to monitor performance and to make recommendations for incorporating best practices into affiliates' operations. X X X X X 0 0 0 0 0 0 0 1 0 James E Williams Jr President & CEO 542989 292378 97500 52500 24401 13140 -127821 -68908 14457 7785 551526 296895 0 0 Randall Rutta Chief Strategy Officer 379180 0 0 0 0 0 47166 0 7029 0 433375 0 0 0 Le Monte G Booker Chief Financial Officer 261200 0 25000 0 22791 0 8336 0 17606 0 334933 0 0 0 Stephen Bergman Chief Information Officer 237113 0 0 0 0 0 8955 0 17606 0 263674 0 0 0 Maureen Haller Sr Senior Vice President,Development 196477 49830 0 0 0 0 13077 2731 5622 1406 215176 53967 0 0 Jennifer Bielat Sr Vice President, Integrated Mkt 204472 0 0 0 0 0 12922 0 233 0 217627 0 0 0 Linda Mayo Sr Vice President 193087 0 2500 0 0 0 0 0 353 0 195940 0 0 0 Patricia Jones Exec. Vice President, Aff. Services 258775 0 10000 0 0 0 -45163 0 7086 0 230698 0 0 0 Katherine Beh Neas Sr Vice President, Govt Relations 197197 0 5000 0 0 0 13822 0 17606 0 233625 0 0 0 Dorothy Moser Vice President, Human Resources 172852 0 3000 0 0 0 46531 0 13580 0 235963 0 0 0 Jennifer Bartlett Vice President, Executive Office 163471 0 0 0 0 0 9583 0 6489 0 179543 0 0 0 Kristen Barnfield Vice President 147682 0 0 0 0 0 5462 0 12766 0 165910 0 0 0 Part I, Line 7 James Williams, Jr. received a discretionary bonus based on a performance evaluation by the Executive Evaluation and Compensation Committee. Le Monte G. Booker, Linda Mayo, Patricia Jones, Katherine Beh Neas, Dorothy Moser received discretionary bonuses that were awarded by the immediate supervisors with approval of President & CEO. Form 990, Part I, Line 1 At Easter Seals we believe in possibilities. We are advocates for what people with disabilities and special needs can do when given the chance. We have high expectations. And, very often, people are amazed at what they can achieve. Easter Seals offers help, hope and answers for children and adults with autism, developmental disabilities, physical disabilities and other special needs - and for their families. We create life-changing solutions through therapy, training, education and support services-so people living with disabilities can live, learn, work, play and contribute to society. While we provide many services based on community needs, we currently focus on these critical areas of need: - Identifying and serving young children at risk for developmental delays, autism and disabilities - Assisting a new generation of veterans with special needs and disabilities, and their families, via Easter Seals Dixon Center providing opportunities for meaningful employment, access to education and healthcare/wellness - Creating community-based services and family support for adults with disabilities and caregivers - Building Easter Seals Brain Health Center to expand on the therapies we've always offered, while creating life-changing, 21st century solutions for everyone Form 990, Part VI, Section A, line 6 The membership of Easter Seals shall consist of two (2) classes: Affiliates and Provisional Affiliates. Both classes shall have the right to vote, acting through their duly designated delegates to the National House, except the right of a Provisional Affiliate to vote may be restricted or denied as provided in the by-laws. Form 990, Part VI, Section A, line 7a The members of the organization, acting through their duly designated delegates to the National House, have the right to nominate and elect certain Easter Seals Inc. directors. Form 990, Part VI, Section A, line 7b The members of the organization, acting through their duly designated delegates to the National House, have the following rights: -Recommend policy -Overrule policy -Amend articles of incorporation -Ratify certain by-laws -Repeal or amend by-laws Form 990, Part VI, Section B, line 11 The Form 990 was provided to the audit committee prior to the final submission. The audit committee, per its charter, is granted authority by the Board to review the Form 990. Additionally, all board members were provided an electronic copy of the Form 990, including all supplemental schedules, prior to its filing with the IRS. Form 990, Part VI, Section B, line 12c 1) Conflict of Interest forms were sent out and completed by board members and employees for this year. The Conflict of Interest Policy and forms for volunteers and staff have been recently reviewed by legal counsel to ensure they are consistent with all appropriate requirements and regulations. 2) All conflict of interest forms completed by board members and staff are reviewed by human resources to determine if any potential conflicts exist and any potential issues are resolved. Form 990, Part VI, Section B, line 15 The Executive Evaluation and Compensation Committee evaluates the performance and reviews and establishes the compensation of the president and chief executive officer of Easter Seals. The Committee also reviews compensation of key executive team members. Comparable compensation data, prepared by several outside sources, is shared with the committee to assist them in their decision-making. The Committee's decisions are formally documented in minutes. Form 990, Part VI, Section C, line 19 Easter Seals, upon request, will provide copies of any of the following documents to the general public for the same period of disclosure as set forth in IRC section 6104(d): 1) Form 1023, 2) Form 990, 3) Form 990-T, 4) governing documents, 5) conflict of interest policy, and 6) financial statements. Additionally, the prior three years of Forms 990 and the financial statements are available on the Easter Seals Inc. website (www.easterseals.com). Form 990, Part XI, line 9: Pension liability adjustments other than net periodic benefit cost -3,781,192. Easter Seals Foundation 233 South Wacker Drive Suite 2400 Chicago IL 60606 261207337 Supports Easter Seals Inc. IL 501(c)(3) Line 11a, I Easter Seals Inc 1 Charitable Lead Trust (3) Charitable Trust IL Easter Seals Inc T 0 Charitable Remainder Trust (7) Charitable Trust IL Easter Seals Inc T 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 Easter Seals Foundation B 518036 Cash Easter Seals Foundation C 1065774 Cash Easter Seals Foundation O 477184 Cash