2014-01-29T13:40:47-06:00 2013-09-30 410746749 CLIFTONLARSONALLEN LLP 402 SOUTH KENTUCKY AVENUE SUITE 600 LAKELAND FL 33801 990 2012-10-01 590812958 ALLIANCE FOR INDEPENDENCE INC ALLI 8636653846 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 SHIRLEY BALOGH 8636653846 2014-01-23 1 TORI LEHMAN P00313085 8636805600 2014-01-20 2012 2015-11-30 17:44:51Z SHIRLEY BALOGH 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 1983212 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 19 130 111 0 0 445961 494951 881786 814826 13843 104632 89392 92248 1430982 1506657 0 0 0 0 1149190 1043220 0 0 26458 503222 495334 1652412 1538554 -221430 -31897 790624 458895 352224 95727 438400 363168 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 258757 228568 GROUP HOMES:YEAR-ROUND RESIDENCE PROVIDING SUPERVISION AND INDEPENDENT SKILLS/COMMUNITY INTEGRATION TRAINING TO 5 ADULT MALE RESIDENTS. SERVICES AND SUPPORT ARE AVAILABLE 24 HOURS PER DAY, 365 DAYS PER YEAR. ALL INDIVIDUALS ARE INVOLVED IN A VOCATIONAL/DAY ACTIVITY PROGRAM. 1019889 586258 ADULT DAY TRAINING:TEACHING VOCATIONAL ACADEMIC, SOCIAL AND BASIC LIFE SKILLS TO DISABLED ADULTS WHICH PROMOTES A HIGHER LEVEL OF INDEPENDENCE. ACHIEVING MORE THAN 440 MAJOR GOALS PER YEAR DEMONSTRATES THE ABILITIES AND DESIRE TO SUCCEED BY THOSE SERVED.SERVING APPROXIMATELY 110 ADULTS, 240 DAYS PER YEAR, MONDAY THROUGH FRIDAY. 51606 MAINTENANCE:2 FULL-TIME STAFF WHO MAINTAIN THE BUILDINGS AND GROUNDS FOR AFI INCLUDING ADMINISTRATIVE BUILDING, SKILLS, & TECO, AND GROUP HOMES. 1330252 1 1 0 0 0 0 0 0 0 0 1 0 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 0 130 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 JENNIFER ADAMS 1.00 X 0 0 0 JOHN BURTON 1.00 X 0 0 0 MONROE HASKINS 1.00 X 0 0 0 CAROL ASBILL 1.00 X 0 0 0 JOHN DORAN 1.00 X 0 0 0 ANDREW HERNAN 1.00 X X 0 0 0 JAMES HARMER 1.00 X 0 0 0 J MICHAEL HUNTER 1.00 X 0 0 0 SCOTT SLOMAN 1.00 X X 0 0 0 TIMOTHY KILEY 1.00 X X 0 0 0 KAREN VOLKMANN 1.00 X 0 0 0 CHARLES LAKE 1.00 X 0 0 0 BART ROSS 1.00 X 0 0 0 RON LOSCH 1.00 X 0 0 0 SENA SCHIRM 1.00 X 0 0 0 WILLIAM WHEELER JR 1.00 X 0 0 0 SHERRIE LONG 1.00 X 0 0 0 RICHARD WILLS 1.00 X 0 0 0 THOMAS PATTERSON 1.00 X 0 0 0 DAVID RAMOS 1.00 X X 0 0 0 SUZETTE JONES 1.00 X 0 0 0 LARRY BULL 1.00 X 0 0 0 JAMES REHBERG 1.00 X 0 0 0 ANNE MARIE WENDEL 1.00 X 0 0 0 SHIRLEY BALOGH 39.00 X 80084 0 11710 80084 0 11710 0 0 0 0 0 8390 486561 8390 494951 ADULT DAY TRAINING 624310 586258 586258 GROUP HOMES 624310 228568 228568 814826 8130 8130 412944 106346 349482 73306 63462 33040 96502 96502 118603 8390 53767 64836 64836 OTHER INCOME 624310 27412 27412 27412 1506657 814826 0 196880 93438 23359 70079 808551 769956 23073 15522 5876 4547 1130 199 66685 55229 8958 2498 68670 60731 6748 1191 32490 28698 3792 5651 4561 1090 26516 21600 4916 118209 113490 4310 409 85688 83425 2263 594 594 6952 6952 56285 51817 4468 79686 35425 37622 6639 CLIENT WAGES 32927 32927 OTHER EXPENSES 28359 22539 5820 FOOD COSTS 21977 21354 623 1538554 1330252 181844 26458 600 600 39756 152085 14960 8580 59564 69797 1808245 1632431 289514 175814 381663 47388 4316 4316 251 315 790624 458895 102634 95727 249590 0 352224 95727 X 403113 333439 35287 29729 438400 363168 790624 458895 X -31897 -37335 -6000 X 0 1 X 1 0 X 343772 342977 731693 445961 494951 2359354 343772 342977 731693 445961 494951 2359354 2359354 14247 11844 13558 13843 8130 61622 22286 21171 32165 24285 27412 127319 2548295 5648148 0.92590 0.79740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56840 56840 1166201 1088551 77650 557989 523083 34906 27215 20797 6418 175814 X 1523894 -37335 9195 45377 17237 1506657 0 1506657 1599126 9195 51377 60572 1538554 0 1538554 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 ORGANIZATIONS 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 2010 TO 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING COSTS 45,377. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING COSTS 45,377. BAD DEBT EXPENSE 6,000. WINE FESTIVAL 69263 69263 12788 FALL DINNER 31542 31542 20819 2 23135 8390 14745 8390 237 123940 8390 115550 8390 33844 42234 73316 FORM 990, PART VI, SECTION A, LINE 1 THERE SHALL BE A BOARD OPERATIONS COMMITTEE WHICH SHALL MEET AT THE REQUEST OF THE CHAIRPERSON OF THE BOARD OF DIRECTORS OR AT THE REQUEST OF THE MAJORITY OF THE BOARD OPERATIONS COMMITTEE. THE BOARD OPERATIONS COMMITTEE, WHICH SHALL BE COMPOSED OF THE CHAIR OF THE BOARD OF DIRECTORS, THE CHAIR OF THE PLANNING AND PROGRAM DEVELOPMENT COMMITTEE, THE CHAIR OF THE PERFORMANCE OVERSIGHT MONITORING COMMITTEE, THE CHAIR OF THE EXTERNAL RELATIONS AND RESOURCE DEVELOPMENT COMMITTEE, THE CHAIR OF THE AUDIT COMMITTEE AND THE PRESIDENT OF ALLIANCE. THE BOARD OPERATIONS COMMITTEE SHALL EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. ALL ACTIONS OR PROCEEDINGS OF THE BOARD OPERATIONS COMMITTEE SHALL BE REPORTED IN WRITING TO THE BOARD OF DIRECTORS ON A REGULAR BASIS AND AT THE BOARD OF DIRECTORS NEXT REGULAR MEETING. MINUTES OF THE BOARD OPERATIONS COMMITTEE MEETINGS SHALL BE KEPT BY THE DESIGNATED RECORDING SECRETARY. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -6,000.