2014-11-04T17:57:03-06:00 2014-06-30 942763139 BERGER LEWIS ACCOUNTANCY CORP 55 ALMADEN BLVD STE 600 SAN JOSE CA 95113 990 2013-07-01 941196206 VISTA CENTER FOR THE BLIND AND VISUALLY IMPAIRED VIST 6508580202 3200 HILLVIEW AVENUE NO 120 PALO ALTO CA 94304 PAM BRANDIN EXECUTIVE DIRECTOR 6508580202 2014-10-28 1 RANDY PETERSON P01300203 4084941200 2014-10-28 2013 2015-11-30 17:44:51Z X PAM BRANDIN 3200 HILLVIEW AVENUE NO 120 PALO ALTO CA 94304 2660635 0 X WWW.VISTACENTER.ORG X 1945 CA VISION LOSS REHABILITATION 27 26 34 112 0 0 1334616 1539851 897655 661310 103829 146462 24067 58776 2360167 2406399 12072 26349 0 0 1848347 1675930 0 0 237120 615572 620430 2475991 2322709 -115824 83690 5693877 6660403 156503 154706 5537374 6505697 X VISTA CENTER ENABLES INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED TO ACHIEVE THEIR HIGHEST POTENTIAL THROUGH PROGRAMS THAT PROMOTE INDEPENDENCE AND IMPROVE QUALITY OF LIFE. 0 0 1069229 10210 57951 REHABILITATION - 860 CLIENTS SERVED, MULTIPLE VISITS PER CLIENT. VISTA CENTER PROVIDES COMMUNITY-BASED INDIVIDUALIZED REHABILITATION TRAINING IN ORIENTATION & MOBILITY AND DAILY LIVING SKILLS TO INCREASE THE INDEPENDENCE OF PEOPLE OF ALL AGES. HIGH TECH DEVICES ARE INTRODUCED AND BRAILLE IS TAUGHT. YOUTH ARE ASSISTED THROUGH ADAPTED INSTRUCTION AT SCHOOL AND A LARGE YOUTH GROUP HAS MULTIPLE EVENTS THROUGHOUT THE YEAR. THERE IS A STORE WITH MANY PRODUCTS TO HELP PEOPLE ENJOY AND LEAD MORE INDEPENDENT LIVES.SEE CONTINUATION ON SCHEDULE OORIENTATION & MOBILITY TRAINING - 406 CLIENTS SERVED, MULTIPLE VISITS PER CLIENT.THIS TRAINING TEACHES CLIENTS WITH SEVERELY IMPAIRED VISION HOW TO LIVE MORE INDEPENDENTLY, INCLUDING CROSSING STREETS SAFELY, USING PUBLIC TRANSPORTATION AND TRAVELING EASILY IN THE SCHOOL OR WORKPLACE.DAILY LIVING SKILLS INSTRUCTION - 266 CLIENTS SERVED, MULTIPLE VISITS PER CLIENT.VISUALLY IMPAIRED CLIENTS LEARN NEW WAYS TO ACCOMPLISH MANY OF THE EVERYDAY TASKS THAT BECOME DIFFICULT WITH VISION LOSS. THEY LEARN ADAPTIVE SKILLS TO ASSIST IN PERSONAL GROOMING, MEDICAL AND DIABETES MANAGEMENT, HOUSEKEEPING, COOKING, AND MONEY MANAGEMENT. INFORMATION TECHNOLOGY SUPPORT IS GIVEN TO INDIVIDUALS USING ASSISTIVE COMPUTER TECHNOLOGY IN THE HOME, AND BOTH HIGH-TECH AND LOW-TECH PRODUCTS ARE INTRODUCED THAT MIGHT BE HELPFUL IN DAILY LIVING. BRAILLE CLASSES ARE ALSO TAUGHT AS AN ALTERNATIVE METHOD OF READING AND WRITING.TEACHER OF THE VISUALLY IMPAIRED (TVI) - 84 STUDENTS SERVED, 3,108 HOURS. THE TEACHER WORKS WITH THE STUDENT, PARENTS AND SCHOOL TO PROVIDE THE BEST LEARNING ENVIRONMENT TO MEET THE NEEDS OF VISUALLY IMPAIRED STUDENTS IN MAINSTREAM SCHOOL SYSTEMS. THE TVI DETERMINES HOW THE VISUAL IMPAIRMENT AFFECTS THE STUDENT'S DEVELOPMENT AND LEARNING THEN ADAPTS LEARNING TECHNIQUES AND TOOLS TO HELP THE CHILD LEARN ABOUT THE WORLD, PERFORM EVERYDAY ACTIVITIES AND PARTICIPATE IN GENERAL CURRICULUM AND OTHER ACTIVITIES IN SCHOOL. YOUTH GROUP - 170 YOUNG CLIENTS SERVEDMONTHLY ACTIVITIES ENABLE OUR YOUNG CLIENTS TO ENGAGE IN RECREATIONAL AND EDUCATIONAL ACTIVITIES WHICH ARE SPECIALLY ADAPTED AND PLANNED FOR STUDENTS WITH BLINDNESS AND VISION IMPAIRMENTS. SUCH ACTIVITIES INCLUDED A SEA KAYAK OVERNIGHT TRIP, GREAT AMERICA, SURF LESSONS, COLLEGE/ADULT TRANSITION TRAINING, SPECIAL HOLIDAY PARTIES AND COOKING LESSONS. 332330 409 489005 SOCIAL SERVICES - 744 CLIENTS SERVED, MULTIPLE VISITS PER CLIENT.VISTA CENTER SOCIAL SERVICE STAFF PROVIDES AN ASSESSMENT OF VISION ASSISTANCE AND REHABILITATION NEEDS, INFORMATION AND REFERRAL, COUNSELING, SUPPORT GROUPS AND OTHER SOCIAL SERVICES TO HELP INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED AND THEIR FAMILIES COPE WITH THE UNIQUE PROBLEMS THAT ACCOMPANY THE LOSS OF SIGHT. SUPPORT GROUPS PROVIDE AN OPPORTUNITY FOR CLIENTS TO TALK ABOUT STRATEGIES FOR COPING WITH SIGHT LOSS AND BUILD THEIR OWN SUPPORT "COMMUNITY." CHOICES AND CHANGES CLASSES OFFER EDUCATION AND TRAINING IN MANAGING SIGHT LOSS. SEE CONTINUATION ON SCHEDULE OTHE HEALTH LIBRARY - 8,057 INFORMATION REQUESTS FILLEDTHE HEALTH LIBRARY OFFERS A VARIETY OF SCIENTIFICALLY-BASED MEDICAL INFORMATION ON VISION LOSS AND REHABILITATION. THE VOLUNTEER STAFF WILL SEARCH ACCESSIBLE MEDIA FOR MEDICAL INFORMATION ON ANY MEDICAL SUBJECT FOR ANYONE WHO IS BLIND OR VISUALLY IMPAIRED AND REQUESTS ASSISTANCE. 329380 14830 114354 LOW VISION CLINIC - 553 CLIENTS SERVED, APPROXIMATELY 80% ARE NEW TO THE CLINIC EACH YEAR.LOW VISION EVALUATIONS ARE PROVIDED BY SPECIALLY TRAINED LOW VISION OPTOMETRISTS. APPROPRIATE MAGNIFYING DEVICES AND ELECTRONIC EQUIPMENT TO ENHANCE REMAINING VISION ARE DEMONSTRATED. LIGHTING AND OTHER TECHNIQUES FOR MAXIMIZING THE USE OF REMAINING VISION ARE RECOMMENDED. 57684 900 LOW VISION STOREVISTA CENTER MAINTAINS A SMALL STORE WHICH IS STAFFED BY PART TIME LOW VISION EMPLOYEES AND VOLUNTEERS. THE STORE IS CONSIDERED FOREMOST A PROGRAM, PROVIDING DEMONSTRATION OF EMPLOYABILITY OF LOW VISION INDIVIDUALS IN ADDITION TO THE ABILITY OF CLIENTS TO TEST OUT LOW VISION PRODUCTS AND AIDS. 114124 OUTREACH & VOLUNTEERS - 69 WELL TRAINED VOLUNTEERS SPENT 7,383 VOLUNTEER HOURS.VISTA CENTER PROVIDES SPEAKERS AND CONDUCTS EVENTS THROUGHOUT THE YEAR, EDUCATING THE PUBLIC ABOUT VISION LOSS AND THE SERVICES AVAILABLE TO THOSE WHO ARE LIVING WITH VISION IMPAIRMENT. DOZENS OF VOLUNTEERS ASSIST THE CENTER IN A VARIETY OF WAYS -- FROM HELPING AT THE AGENCY TO WORKING DIRECTLY WITH CLIENTS. 171808 900 1902747 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 23 0 34 1 0 0 0 0 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X PEGGY WILEY 6508580202 3200 HILLVIEW AVENUE NO 120 PALO ALTO CA 94304 ALLA PANCHENCKO PRESIDENT 1.00 10.00 X X 0 0 0 MAUREEN COSTELLO VICE PRESIDENT 1.00 10.00 X X 0 0 0 CLAIRE BIANCALANA VICE PRESIDENT/PRESIDENT ELECT 1.00 X X 0 0 0 MICHAEL FREITAS TREASURER 1.00 X X 0 0 0 CATHERINE CARLTON SECRETARY 1.00 X X 0 0 0 ANNIE CHAPIN BOARD MEMBER 1.00 X X 0 0 0 CHARLES CHEN BOARD MEMBER 1.00 X 0 0 0 ELIZABETH DAY BOARD MEMBER 1.00 X 0 0 0 MARGARET DAY BOARD MEMBER 1.00 X 0 0 0 BRUCE FIELDING JR BOARD MEMBER 1.00 X 0 0 0 DAVID HOFFMAN BOARD MEMBER 1.00 X 0 0 0 JOVITA HONOR BOARD MEMBER 1.00 10.00 X 0 0 0 PATRICIA JOYCE BOARD MEMBER 1.00 X 0 0 0 BRIDGET MADIGAN BOARD MEMBER 1.00 X 0 0 0 SUSAN MIKLOS BOARD MEMBER 1.00 X 0 0 0 MARK O'BOYLE BOARD MEMBER 1.00 X 0 0 0 NIKI SANDLAN BOARD MEMBER 1.00 X 0 0 0 STEVEN SANISLO MD BOARD MEMBER 1.00 X 0 0 0 RONALD SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 MARIA ESPINOSA SHIPLEY BOARD MEMBER 1.00 X 0 0 0 SUSAN URE BOARD MEMBER 1.00 X 0 0 0 NELS WESTMAN BOARD MEMBER 1.00 X 0 0 0 MARK WIELAND MD BOARD MEMBER 1.00 X 0 0 0 SUZANNE WILCOX BOARD MEMBER 1.00 X 0 0 0 PATRICIA WYROD BOARD MEMBER 1.00 X 0 0 0 WILLIAM ZAPPETTINI BOARD MEMBER 1.00 X 0 0 0 PAM BRANDIN EXECUTIVE DIRECTOR 40.00 X X 118750 0 3373 D AARON JONES DIRECTOR OF FINANCE 29.00 X 79926 0 6905 198676 0 10278 1 0 0 0 0 26355 610952 387046 515498 12860 1539851 SCHOOL CONTRACT FEES 621400 489005 489005 LOW VISION CLINIC FEES 621400 114354 114354 REHAB CONTRACT FEES 621400 57951 57951 661310 112927 112927 219198 185663 33535 33535 33535 14682 26355 8415 6267 6267 2407 0 2407 2407 110260 60158 50102 50102 2406399 661310 0 205238 26349 26349 212476 116644 62589 33243 1191697 1006389 59944 125364 21848 19763 402 1683 145258 128333 5678 11247 104651 83978 8828 11845 18500 18500 166161 165025 511 625 87404 57157 2536 27711 46725 40176 2578 3971 177973 144077 18794 15102 58988 58618 58 312 9178 6614 308 2256 18463 17374 362 727 23416 20399 1358 1659 DUES & SUBSCRIPTION 8442 6821 246 1375 BAD DEBTS 2812 2812 LICENSES & FEES 2368 2218 150 2322709 1902747 182842 237120 5568 1333 258422 475383 120608 46070 59812 57010 46636 43918 92927 121974 1321993 950243 378443 371750 4731461 5542965 5693877 6660403 136601 132556 19902 22150 156503 154706 X 3044673 3692927 221750 541819 2270951 2270951 5537374 6505697 5693877 6660403 83690 884633 0 X 0 1 X 1 0 X 1529476 1612070 1827325 1334616 1539851 7843338 1529476 1612070 1827325 1334616 1539851 7843338 221028 7622310 93630 115247 85066 70538 112925 477406 8320744 4286685 0.91610 0.92060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2489923 422279 113548 2798654 2270951 332520 113548 2489923 2319404 -30486 17967 2270951 2270951 450489 402036 2319404 2270951 293169 293169 2270951 0.81140 0.18860 0 0 194000 194000 298910 141807 157103 109229 98633 10596 617187 607136 10051 102667 102667 0 371750 DODGE & COX BALANCED FUND 2394504 F DODGE & COX INTL EQUITY 1077974 F HARBOR CAPITAL APPR. FUND 1193027 F HARBOR BOND FUND 877460 F 5542965 X 3292688 884633 1656 886289 2406399 0 2406399 2324365 1656 1656 2322709 0 2322709 PART V, LINE 4: VISTA CENTER FOR THE BLIND AND VISUALLY IMPAIRED ENDOWMENT CONSISTS OF ONE INDIVIDUAL FUND ESTABLISHED FOR EARNINGS THEREON TO SUPPORT GENERAL OPERATIONS. PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE ORGANIZATION'S FEDERAL RETURNS FOR THE YEARS 2010 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS OF THE TAX YEARS 2009 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD. WOOF TO WOOF 41037 26355 14682 1302 1684 5429 41037 26355 14682 1302 1684 5429 8415 6267 1 LOW VISION USED CCTV'S (READING AIDS) GIVEN TO CLIENTS WITH HIGH NEED 16 12435 USED FMV CCTV'S DONATED TO AGENCY THEN GIVEN TO CLIENTS LOW VISION EXAMS GIVEN TO INDIVIDUAL WHO DO NOT QUALIFY FOR ANY FEDERAL, STATE OR PRIVATE GRANTS AND DO NOT HAVE INSURANCE OF ANY KIND. 11 9784 MEDICARE BILLING RATE SPECIALIZED LOW VISON EXAM LOW VISION AIDS GIVEN TO CLIENTS, NO CHARGE 48 4130 COST AIDS PROVIDED TO THOSE FOR WHOM NO FUNDING SOURCE EXISTS. PART I, LINE 2: THE RECIPIENTS OF THIS ASSISTANCE ARE THE INDIVIDUALS ELIGIBLE FOR TITLE VII GRANT MONIES. THESE INDIVIDUALS ARE 55 YEARS AND OLDER. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE ORGANIZATION'S AUDIT COMMITTEE FOR COMPLETENESS AND ACCURACY. ANY QUESTIONS ARISING DURING THE REVIEW ARE RESOLVED PRIOR TO FILING. AFTER THE FORM 990 HAS BEEN REVIEWED BY THE AUDIT COMMITTEE AND ANY NECESSARY REVISIONS HAVE BEEN MADE, THE COMMITTEE MAKES A PRESENTATION AT THE NEXT FULL BOARD OF DIRECTORS MEETING TO UPDATE THE BOARD REGARDING THE COMMITTEE'S REVIEW OF FORM 990. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST POLICY STATEMENT IN WHICH THEY ATTEST THAT THEY WILL DISCLOSE ANY INTERESTS AND UNDERSTAND THAT AFTER SUCH DISCLOSURE THEY WILL NOT BE PERMITTED TO VOTE ON ANY RELATED ISSUES. THE DISCLOSURE STATEMENTS ARE REVIEWED BY DIRECTOR OF FINANCE TO IDENTIFY ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR ORGANIZATION'S EXECUTIVE DIRECTOR: THE EXECUTIVE DIRECTOR'S ANNUAL SALARY IS BASED ON THE COMPARABLE MARKET RATES IN THE SAME GEOGRAPHIC AREA. THE EXECUTIVE DIRECTOR'S SALARY IS APPROVED BY THE EXECUTIVE COMMITTEE AND DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. VISTA CENTER FOR THE BLIND FOUNDATION 2470 EL CAMINO REAL 107 PALO ALTO CA 94306 943172234 TO PROVIDE SUPPORT AND FINANCIAL ASSISTANCE TO VCBVI (SUPPORTED ORG) CA 501(C)3 11A (TYPE 1) N/A 0 MENLO CHARITY HORSE SHOW INC 2470 EL CAMINO REAL 107 PALO ALTO CA 94306 770456950 TO PROVIDE SUPPORT AND FINANCIAL ASSISTANCE TO VCBVI (SUPPORTED ORG) CA 501(C)3 11A (TYPE 1) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MENLO CHARITY HORSE SHOW INC C 408050 CASH VISTA CENTER FOR THE BLIND FOUNDATION C 240750 CASH