2014-06-26T12:06:08-05:00 2013-12-31 420714325 McGladrey LLP 1 S Wacker Drive Ste 800 Chicago IL 60606 990 2013-01-01 362171729 Easter Seals Inc EAST 3127266200 233 South Wacker Drive No 2400 Chicago IL 606066410 Le Monte G Booker Chief Financial Officer 3127266200 2014-06-26 1 Wayne Harder P00294296 3126343400 2013 2015-11-30 17:44:51Z James E Williams Jr 233 South Wacker Drive No 2400 Chicago IL 606066410 86673340 0 X www.easterseals.com X 1938 OH Headquarters ONLY for this return. See Schedule O. 19 19 371 178 95929 -17863 74276558 73386071 7799365 6721822 1033031 1021311 777249 1053218 83886203 82182422 28668456 27506029 0 0 13759029 13880801 2569174 2602254 18323012 38215890 37378810 83212549 81367894 673654 814528 29201174 34184470 26944104 25957930 2257070 8226540 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 16852988 14441457 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 working to achieve this goal. Program participants train at community non-profits 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.Easter Seals had nine affiliate organizations working as sub-recipients of SCSEP during its 2013 program year. During program year 2013, Easter Seals served over 2,600 participants and successfully trained many participants who were "most in need." Participants included nearly 300 people over age 70; over 1,200 homeless or at-risk of homelessness; 700 with a disability; over 300 veterans; 380 participants with limited English proficiency; over 600 tested with low literacy skills; and over 1,200 had an advanced education ranging from one year of college to doctoral degrees. Nearly 350 participants exited during the year for paid employment, with an average starting wage of $10.75 per hour, made possible through their participation in SCSEP. During this same period, Easter Seals SCSEP participants provided 1.3 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. 2448717 Easter Seals Project Action (ESPA) is a cooperative agreement 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.The total number of people reached in 2013 was 30,370 not including the special mailing to 16,000 people. This number increased by 14% from 2012.See Schedule O for additional program information.Highlights from 2013: ESPA carried the message of accessible transportation to nearly every state and the District of Columbia, reaching 30,370 individuals through direct interactions in training, technical assistance and events and various marketing channels, our website, e-news, Twitter and online communities all through a staff of less than twelve dedicated people. We helped 32 new communities with targeted technical assistance to improve coordination to expand transportation access for people with disabilities. Our 800# information and referral line experienced significant growth in demand almost twice that of last year receiving 6,782 calls vs. 3,926 in 2012. Our award winning publications team produced 13 new or updated products shipping over 27,000 hardcopy materials. We continue to see expansion in downloading our materials, a process made easier with the modernized ESPA website. We increased awareness and trained more customers for the fourth year in a row. Through adult-learning courses, presentations, conferences, and advisory committee activities staff connected with 17,309 people, a 36% increase over 2012. Our major subject matter areas of focus continue to be the transportation provisions of the Americans with Disabilities Act, the intersection between health/wellness and transportation, veterans' transportation, accessible transportation coordination best practices and facilitating youth transition through access to transportation. Training & Technical Assistance Highlights: ESPA staff designed and began using a less expensive remote, but more focused and in-depth community involvement approach to technical assistance. This model is built upon the ESPA's earlier Mobility Planning Services Institute model. We provided accessible-transportation-related adult-learning courses to 3,438 people in 57 events, a 33% increase over the number of persons trained in 2012. Rates of support in technical assistance and information and referral jumped to 7,163 people served, a 57% increase over the 2012 numbers. Outreach/Communication: ESPA staff presented at 68 events, on average more than one per week, with a yearly total of 4,818 attendees resulting in a 182% increase from 2012. In addition, staff shared knowledge and perspectives in 52 meetings of various key standing committees related to our mission and as part of our commitment to development and collaboration. Partnership is an essential element of ESPA's outreach. After over 25 years of experience, ESPA's engagement with other national organizations includes substantive activities beyond conferences and advisory committee support. We find significant utility in driving important messages like the essential relationship between health and wellness and access to transportation resources through joint educational product development. In 2013, ESPA promoted an informational pocket guide developed with the American Medical Association in 2012 with the National Rural Health Association. This guide, Planning for Transportation After Medical Services, was distributed to thousands more customers because of this new partnership. ESPA products/resources were ordered by and shipped to 689 customers. In addition, a special mailing that included three of our newest products went to the 16,000 subscribers to our print newsletter. Over the course of the year, ESPA wrote, edited, and printed and/or posted a total of 13 new or revised products and resources, including pocket guides, informational topic guides, training manuals, curriculum, and special reports.Leveraging the web is an important outreach strategy. ESPA uses a number of social media and interactive engagement online venues in this regard including e-news, Twitter, online communities, and online dialogues. ESPA now hosts four permanent online communities (i.e., Accessible Transportation Coalition Initiative [ATCI]/Accessible Transportation Technical Support Program [ATTS], Mobility Management Independent Living Coaches, Global Travel Training Community, & Accessible Transportation for Students). ESPA also launches online communities for the duration of each online course when they are open for participation. This year those communities drew 391 participants. E-news updates with trends, success stories and other useful and timely information was distributed monthly sustaining an average of 8,143 subscribers at year's end. The print newsletter was discontinued and replaced by a quarterly electronic Information Brief, each of which addresses a specific topic of interest to our stakeholders. Average monthly website unique visitors were 2,508/month. Social media use by customers and staff grew. Staff and invited guests blogged on key topics almost once a week - 51 posts in 2013 double the number from 2012. Twitter followers now number 652, a 35% growth from last year.Grant efficiency (grant revenue/# persons served) for 2013 is $76/per person served, down by $36 dollars/persons served from the $113/person average from 2012 when excluding the 16,000 hardcopy subscription, demonstrating the significant fiduciary responsibility of Easter Seals' federal grant management leadership. Grant effectiveness (# persons served/#FTEs) for 2013 rose above that for 2012. Staff time for 2013 averaged 11.7 persons achieving grant effectiveness improvement of 17% over 2012 to 2391 persons served per full time employee. 735930 Easter Seals and the National Association of Area Agencies on Aging continue to administer the National Center for Senior Transportation (NCST). 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 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. See Schedule O for additional program information.The NCST gained prominence as a key "go to" organization for information and best practices on transportation options for older adults, serving a very wide group of national and local stakeholders through the outreach of staff and the partnership with the National Association of Area Agencies on Aging (n4a). Easter Seals and n4a co-lead this grant. These activities result in a total of 13,510 individuals with whom NCST interacted. This number does not include the additional 18,296 individuals who received specific transportation-related assistance through the Eldercare Locator with which NCST has a cooperative working agreement.Major initiatives in 2013 were the completion of community mini-grants that were focused on diversity and building bridges with the gerontology and public health community. The NCST continues to lead the way in diversity outreach, and hosting coalition building meetings that further the understanding of the many barriers that elders from multi-cultural and multi-lingual communities face. Through partnerships with national aging organizations and services providers, NCST has increased national awareness of the transportation needs of older adults. The partnership with the Eldercare Locator continues to make the NCST a resource to assist older adults who need a ride.Technical assistance and information and referral: The bulk of calls for help with transportation issues, which numbered 18,296 for the year, were routed to and handled through the Eldercare Locator managed by NCST, Easter Seals' co-partner n4a. The total number of customers who contacted ESPA either through using our 800#, e-mail/website, or the Eldercare Locator was 19,528 in 2013, up from 8,998 in 2012. The total number of training and technical assistance events held was 10 with 674 participants.Outreach/Communication: NCST created awareness about senior transportation issues at 15 events reaching 743 participants. Monthly e-news subscriptions remained steady at about 4,600 throughout the year. Use of social media through online communities grew from 243 members to 415 and Twitter followers more than doubled from 65 to 174. Website traffic also remained steady with a monthly average of about 4,000 unique visitors. A new video was created and launched on the NCST website in May 2013. Between its launch and the end of the year, it was accessed 602 times almost 100 times per month. Materials were downloaded from the library 1,070 times over 10 1/2 months when the website was operational. For 90 days the website had to be offline as we transitioned the site to a new platform with a more modern look and feel and greater user functionality. Staff distributed 2,633 products/resources during the year to people through exhibit booths and presentations at key aging and transportation conferences. Grant efficiency (Grant revenue/# persons served) improved significantly in 2013. Grant efficiency in 2012 equaled $24 per person served and in the current year it totaled $20 per person served, a 17% decrease.Total FTEs for 2013 was 4.25 (2 ES staff and 2.25 n4a staff) resulting in a grant effectiveness for 2013 (# persons served/#FTEs) of 3,179 persons served per FTE, approximately 11.5% over the 2,878 persons served/FTE in 2012. 15302416 8634705 5061498 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. 1015389 0 165338 Professional Education and Training: Activities to improve the knowledge, skills, and critical judgment of affiliate staff, volunteers, caregivers, and other health and education professionals. 7867322 3899867 1281055 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. 1901438 0 309616 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. 1364492 530000 0 Advocacy with and for Persons with Disabilities and Research: Activities to assure equal access and opportunities for people with disabilities, and awards, grants, and/or activities to support studies or investigations in the physical and social sciences that seek new evidence-based knowledge to benefit children and adults with disabilities, their families, and the personnel that serve them. 12884003 0 0 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. 40335060 13064572 6817507 60372695 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 80 0 1 371 1 1 1 0 0 0 0 1 1 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 AZ 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 Sandra L Bouwman 1st Vice Chairman 3.00 X X 0 0 0 Joseph G Kern 2nd Vice Chairman 3.00 X X 0 0 0 Ralph F Boyd Jr Treasurer 3.00 1.00 X X 0 0 0 Eileen Howard Boone Secretary 3.00 X X 0 0 0 Michael J Boettcher Board Member 3.00 X 0 0 0 Hon Josefina G Carbonell Board Member 3.00 X 0 0 0 Rory A Cooper PhD Board Member 3.00 X 0 0 0 Kim D Dalgliesh Esq Board Member 3.00 X 0 0 0 Kathleen C Daley Board Member 3.00 X 0 0 0 Brian G Dowling Board Member 3.00 X 0 0 0 Ben Gamache Board Member 3.00 X 0 0 0 Nancy Goguen Board Member 3.00 X 0 0 0 Meg Ham Board Member 3.00 X 0 0 0 Mary R Platt CTP Board Member 3.00 X 0 0 0 John Maguire Board Member 3.00 X 0 0 0 Franklin A Poff Jr Board Member 3.00 X 0 0 0 Sandra J Towey CPA CMA CFM Board Member 3.00 X 0 0 0 Richard F Vincent Board Member 3.00 X 0 0 0 Edward L Wenzel Board Member 3.00 X 0 0 0 James E Williams Jr President & Chief Executive Officer 32.00 18.00 X 660143 355462 -178485 Le Monte G Booker Chief Financial Officer 50.00 X 260350 0 20698 Randall Rutta Chief Strategy Officer 50.00 X 330556 0 15919 Stephen Bergman Chief Information Officer 50.00 X 246495 0 20578 Maureen Haller Sr Vice President, Development 40.00 10.00 X 155821 45300 12226 Jeanne Sowa Sr Vice President, Mkt & Corp. 50.00 X 229923 0 15069 Maureen Kavalar Sr Vice President, Programs 50.00 X 178307 0 18127 Jennifer Bielat Sr Vice President, Integrated Mkt 50.00 X 177125 0 5715 Patricia Jones Exec. Vice President, Aff. Services 50.00 X 246266 0 20510 Mary Leary Sr Director, Transportation Group 50.00 X 171205 0 11293 Dorothy Moser Vice President, Human Resources 50.00 X 165796 0 20164 Katherine Beh Neas Sr Vice President, Govt Relations 50.00 X 191603 0 19438 Jennifer Bartlett Vice President, Executive Office 50.00 X 155880 0 10424 Donald Jackson Former Chief Operating Officer 0.00 X 159361 0 -18091 3328831 400762 -6415 36 1 1 0 Russ Reid 11200 Waples Mill Road Suite 150 Fairfax VA 22030 Professional Fundraiser/Printer 5876683 RR Donnelley PO Box 93514 Chicago IL 60673 Printer 4988643 Infocision Management Group 325 Springside Dr Akron OH 44333 Professional Fundraiser 1501093 Premier Print 10 South Riverside Plaza Ste 1810 Chicago IL 60606 Printer 1058905 Merkle Response Services 100 Jamison Court Hagerstown MD 21740 Process Direct Mail 1036111 39 45149 169367 4087348 21162578 47921629 73386071 Affiliate Membership 541900 3185792 3185792 Government Contract Revenue 541900 2474083 2474083 Affiliate Sales & Services 541900 1051189 1051189 Affiliate Misc Revenue 541900 10758 10758 6721822 373910 373910 4880886 205857 4233010 206332 647876 -475 647401 647401 36400 169367 51576 -15176 -15176 Donor List Rental 900099 972709 95929 876780 95685 95685 1068394 82182422 6817507 95929 1882915 27451410 27451410 44619 44619 10000 10000 2417607 1489473 434736 493398 8933233 6604020 1057339 1271874 969618 691367 127457 150794 732036 521964 96227 113845 828307 590608 108881 128818 129230 113653 4816 10761 77950 68554 2905 6491 18285 16081 681 1523 2602254 2602254 28155 6425 21730 5868986 5174084 204601 490301 1492472 1372778 13383 106311 498984 426158 37352 35474 1052767 926640 41494 84633 1527638 1143664 210786 173188 874871 740590 49079 85202 910833 790219 40454 80160 177094 79819 59564 37711 275801 224282 26158 25361 73295 54873 10113 8309 Print Mail Production 24002494 11664669 12337825 369955 166745 124431 78779 81367894 60372695 2672187 18323012 X 25948000 12601100 0 13346900 715105 1706289 3256605 5477572 3470942 3511498 338753 188864 1528420 896019 638460 632401 17961297 19897641 200000 200000 2620012 2570205 29201174 34184470 15191759 11538166 3910430 3835992 4025000 3450000 3816915 7133772 26944104 25957930 X -5283207 -1749104 5742652 8196133 1797625 1779511 2257070 8226540 29201174 34184470 X 814528 1982511 3172431 X 0 1 X 1 1 1 X 26295100 85918200 78924500 74276558 73386071 338800429 3105200 7590100 6463800 7799365 6721822 31680287 29400300 93508300 85388300 82075923 80107893 370480716 0 0 0 370480716 125200 276600 371400 604612 373910 1751722 125200 276600 371400 604612 373910 1751722 1437200 718610 972465 3128275 29525500 93784900 87196900 83399145 81454268 375360713 0.98700 0.98980 0.00470 0.00470 X Schedule A, Part III, Line 12 Included in line 12: 1)list rental payments from other not-for-profits totaling $876,780 and 2)payment for training services or publications $95,685. Combined the total equals $972,465. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22312 359318 381630 80986264 81367894 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 233600 314700 294170 381630 1224100 250000 250000 250000 250000 1000000 1500000 7100 28600 24030 22312 82042 681400 -85200 900 595300 537400 142900 2100 -1000 681400 524900 13900 -600 800 537400 485800 39100 1800 1800 524900 24300 461500 700 700 485800 1.00000 0 0 38516 14814 23702 1489904 881205 608699 632401 Perpetual Trusts 1186646 Charitable Lead Trusts 271397 Charitable Remainder Trusts 1112162 2570205 Payroll Related Liability 45092 Deferred Rent 636433 Gift Annuity Liability 789320 Bank Line of Credit 5575468 Capital Lease 87459 7133772 X 93475820 1982511 9319811 11302322 82173498 8924 8924 82182422 87506350 9319811 9319811 78186539 8924 3172431 3181355 81367894 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 2010. Part XII, Line 4b - Other Adjustments: Pension liability adjustments other than net periodic benefit cost 3,172,431. 1 North America 0 0 Program Services Attend Conference 11241 North America 0 0 Grant to Recipient N/A 10000 North America 0 0 Program Service Online Community Software 7000 East Asia & Pacific 0 0 Program Services Attend Conference 2549 North America 0 0 Program Service Online Consulting 7995 North America 0 0 Program Services Professional Survey 1799 0 0 0 0 0 0 40584 0 40584 North America Program-Children 10000 check 0 1 0 0 0 0 0 0 Part I, Line 2: In 2013, Easter Seals Inc. granted $10,000 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 11274395 1185225 10089170 Infocision Management Corp PO Box 932441 Cleveland OH 44193 Fundraising 0 1763433 754547 1008886 M & R Strategic Services 1901 L St NW Ste 800 Washington DC 20036 Fundraising 0 546107 234656 311451 Strategic Fundraising Inc 2625 Momentum Place Chicago IL 60689 Fundraising 0 43983 54089 -10106 Phyllis Freedman 625 16th St NW 401 Washington DC 20009 Fundraising 0 0 26342 -26342 Blackbaud PO Box 930256 Atlanta GA 311930256 Fundraising 0 0 239580 -239580 The Sharpe Group 855 Ridge Lake Blvd Ste 300 Memphis TN 38120 Fundraising 0 0 12250 -12250 The Stelter 10435 New York Ave Des Moines IA 50322 Fundraising 0 0 5183 -5183 The Osbourne Group 100 S Bedford Rd Ste 340 Mt Kisco NY 10549 Fundraising 0 0 86049 -86049 Mobile Accord 2150 W 29th Ave Ste 200 Denver CO 80211 Fundraising 0 0 4333 -4333 13627918 2602254 11025664 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 Golf Event 95775 59375 36400 1942 49634 Walk 109992 109992 205767 169367 36400 1942 49634 51576 -15176 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 Brain Plasticity Institute 77 Geary Street Ste 303 San Francisco CA 94108 270600336 N/A 555000 Brain Health Research EASTER SEALS ALABAMA 5960 East Shirley Lane Montgomery AL 36117 237070631 501(c)(3) 29046 Disability Services EASTER SEALS ALASKA 670 West Fireweed Lane Suite 105 Anchorage AK 99503 920018031 501(c)(3) 138777 Disability Services EASTER SEALS ARC OF NORTHEAST INDIANA 4919 Coldwater Rd Fort Wayne IN 468255532 350998711 501(c)(3) 13590 Disability Services EASTER SEALS BAY AREA 391 Taylor Blvd Suite 250 Pleasant Hill CA 94523 943120231 501(c)(3) 895703 Disability Services EASTER SEALS BLAKE FOUNDATION 7750 E Broadway Suite A200 Tucson AZ 85710 860093224 501(c)(3) 173702 Disability Services EASTER SEALS CAPITAL REGION & EASTERN CONNECTICUT 100 Deerfield Road Windsor CT 060954207 060662138 501(c)(3) 1806622 Disability Services Easter Seals Capper Foundation 3500 SW 10th Avenue Topeka KS 666041904 480543745 501(c)(3) 32242 Disability Services Easter Seals Central Alabama 2125 E South Blvd Montgomery AL 361162454 630435761 501(c)(3) 1069209 Disability Services EASTER SEALS CENTRAL AND SOUTHEAST OHIO 3830 Trueman Court Hilliard OH 43026 314379471 501(c)(3) 16847 Disability Services EASTER SEALS CENTRAL CALIFORNIA 9010 Soquel Drive Aptos CA 950034002 941497580 501(c)(3) 149278 Disability Services Easter Seals Central Texas 1611 Headway Circle Building 2 Austin TX 78754 750808811 501(c)(3) 61800 Disability Services EASTER SEALS COLORADO 5755 West Alameda Avenue Lakewood CO 802263500 840412575 501(c)(3) 418236 Disability Services EASTER SEALS CROSSROADS REHABILITATION CENTER 4740 Kingsway Drive Indianapolis IN 462051521 350869058 501(c)(3) 37201 Disability Services EASTER SEALS DELAWARE & MARYLAND'S EASTERN SHORE Kearns Center 61 Corporate Circle New Castle DE 197202405 510066728 501(c)(3) 223235 Disability Services EASTER SEALS DUPAGE AND THE FOX VALLEY REGION Rosalie Dold Center for Children 830 S Addison Ave Villa Park IL 601811153 362476388 501(c)(3) 74184 Disability Services EASTER SEALS EAST GEORGIA 1500 Wrightsboro Road Augusta GA 30903 581918315 501(c)(3) 33193 Disability Services EASTER SEALS EASTERN PENNSYLVANIA 1501 Lehigh Street Suite 201 Allentown PA 18103 232823542 501(c)(3) 21732 Disability Services EASTER SEALS EL MIRADOR 10 A-Van-Nu-Po Santa Fe NM 875081461 742830135 501(c)(3) 22502 Disability Services EASTER SEALS FLORIDA 520 N Semoran Blvd Suite 280 Orlando FL 32807 590637848 501(c)(3) 147410 Disability Services Easter Seals Foundation 233 S Wacker Dr Ste 2400 Chicago IL 60606 261207337 501(c)(3) 494859 Disability Services EASTER SEALS GOODWILL NORTHERN ROCKY MOUNTAIN 425 1st Avenue North Great Falls MT 594012507 810232125 501(c)(3) 2163848 Disability Services Easter Seals Greater Houston 4500 Bissonnet Suite 340 Bellaire TX 774013006 741238418 501(c)(3) 222877 Disability Services EASTER SEALS HAWAII 710 Green Street Honolulu HI 968132119 990075235 501(c)(3) 118979 Disability Services EASTER SEALS IOWA 401 NE 66th Avenue Des Moines IA 50313 420707100 501(c)(3) 28823 Disability Services EASTER SEALS JOLIET REGION INC Regional Pediatric Center Corp Office 212 Barney Dr Joliet IL 60435 362300706 501(c)(3) 47319 Disability Services EASTER SEALS LOUISIANA 1010 Common Street New Orleans LA 70112 720694376 501(c)(3) 14985 Disability Services EASTER SEALS MASSACHUSETTS Denholm Building 484 Main Street Worcester MA 016081817 042103867 501(c)(3) 230625 Disability Services EASTER SEALS METROPOLITAN CHICAGO 1939 West 13th Street Suite 300 Chicago IL 606081226 362169153 501(c)(3) 336014 Disability Services EASTER SEALS MICHIGAN 2399 E Walton Blvd Auburn Hills MI 48326 381402860 501(c)(3) 101420 Disability Services EASTER SEALS MIDDLE GEORGIA 604 Kellam Road Dublin GA 31021 581917053 501(c)(3) 6579 Disability Services EASTER SEALS MIDWEST 13545 Barrett Parkway Suite 300 Ballwin MO 63021 430827160 501(c)(3) 19919 Disability Services EASTER SEALS NEBRASKA 12565 West Center Road Suite 100 Omaha NE 68144 470457872 501(c)(3) 14091 Disability Services EASTER SEALS NEVADA 6200 West Oakey Blvd Las Vegas NV 89146 942815686 501(c)(3) 149818 Disability Services Easter Seals New Hampshire 555 Auburn Street Manchester NH 03103 020272825 501(c)(3) 414062 Disability Services EASTER SEALS NEW JERSEY 25 Kennedy Blvd Suite 600 East Brunswick NJ 08816 221508591 501(c)(3) 3271495 Disability Services Easter Seals New York 29 W 36th Street 4th floor New York NY 10018 135596808 501(c)(3) 3342485 Disability Services EASTER SEALS NORTH GEORGIA 53 Perimeter Center East Suite 550 Atlanta GA 30319 581919768 501(c)(3) 51002 Disability Services EASTER SEALS NORTH TEXAS 1424 Hemphill Street Fort Worth TX 761044703 750827419 501(c)(3) 302419 Disability Services EASTER SEALS NORTHERN OHIO 41641 North Ridge Rd Suite D Elyria OH 44035 314380051 501(c)(3) 18053 Disability Services EASTER SEALS OREGON 5757 SW Macadam Ave Portland OR 97239 930386885 501(c)(3) 1965234 Disability Services EASTER SEALS PEORIA-BLOOMINGTON 507 East Armstrong Avenue Peoria IL 616033197 370686250 501(c)(3) 75561 Disability Services EASTER SEALS RIO GRANDE VALLEY TEXAS 1217 Houston Street McAllen TX 78501 741233800 501(c)(3) 45288 Disability Services EASTER SEALS SAN ANTONIO TEXAS 2203 Babcock Road San Antonio TX 782294498 741653179 501(c)(3) 78559 Disability Services Easter Seals Serving DC MD VA Inc The Harry and Jeanette Weinberg Center 1420 Spring Street Silver Spring MD 20910 530212296 501(c)(3) 901292 Disability Services EASTER SEALS SOUTH CAROLINA PO Box 5715 Columbia SC 29250 570342029 501(c)(3) 248345 Disability Services EASTER SEALS SOUTH FLORIDA 1475 NW 14th Avenue Miami FL 331251692 590722783 501(c)(3) 67104 Disability Services Easter Seals Southeast Wisconsin Easter Seals Generations Center 2222 S 114th Street West Allis WI 53227 390816849 501(c)(3) 142014 Disability Services EASTER SEALS SOUTHEASTERN PENNSYLVANIA 3975 Conshohocken Avenue Philadelphia PA 191315484 231352293 501(c)(3) 149965 Disability Services EASTER SEALS SOUTHERN CALIFORNIA 1570 E 17th St Santa Ana CA 927058511 943068149 501(c)(3) 2423604 Disability Services EASTER SEALS SOUTHERN GEORGIA 1906 Palmyra Road Albany GA 317011598 581915733 501(c)(3) 7010 Disability Services EASTER SEALS SOUTHWEST FLORIDA 350 Braden Avenue Sarasota FL 342432096 590638490 501(c)(3) 34541 Disability Services EASTER SEALS SOUTHWEST HUMAN DEVELOPMENT 2850 North 24th Street Phoenix AZ 85008 860407179 501(c)(3) 439024 Disability Services EASTER SEALS SOUTHWESTERN INDIANA The Rehabilitation Center 3701 Bellemeade Ave Evansville IN 47714 350909982 501(c)(3) 6197 Disability Services EASTER SEALS SUPERIOR CALIFORNIA 3205 Hurley Way Sacramento CA 958643898 941279800 501(c)(3) 218872 Disability Services EASTER SEALS TENNESSEE 3011 Armory Drive Suite 100 Nashville TN 37204 620504893 501(c)(3) 52722 Disability Services EASTER SEALS TRI-COUNTIES CALIFORNIA 10730 Henderson Road Ventura CA 930041898 770294977 501(c)(3) 25000 Disability Services EASTER SEALS TRISTATE 2901 Gilbert Avenue Cincinnati OH 45206 310873433 501(c)(3) 143512 Disability Services EASTER SEALS UCP NORTH CAROLINA & VIRGINIA INC 5171 Glenwood Avenue Suite 400 Raleigh NC 276123266 560670676 501(c)(3) 99811 Disability Services EASTER SEALS VOLUSIA AND FLAGLER COUNTIES 1219 Dunn Avenue Daytona Beach FL 32114 590722785 501(c)(3) 23080 Disability Services EASTER SEALS WASHINGTON 200 West Mercer St Ste 210E Seattle WA 98119 910575956 501(c)(3) 858849 Disability Services EASTER SEALS WEST GEORGIA 2515 Double Churches Road Columbus GA 31909 581919206 501(c)(3) 17571 Disability Services EASTER SEALS WEST KENTUCKY 801 N 29th Street Paducah KY 42001 311572931 501(c)(3) 13545 Disability Services Easter Seals West Virginia 1305 National Road Wheeling WV 260035780 621266942 501(c)(3) 13082 Disability Services EASTER SEALS WESTERN AND CENTRAL PENNSYLVANIA 2525 Railroad Street Pittsburgh PA 152224608 250965215 501(c)(3) 104350 Disability Services GOODWILL EASTER SEALS MIAMI VALLEY 1511 Kuntz Road Dayton OH 454041927 310537112 501(c)(3) 1243147 Disability Services Goodwill Easter Seals Minnesota 553 Fairview North St Paul MN 55104 410706171 501(c)(3) 14220 Disability Services Goodwill Easter Seals of the Gulf Coast 2448 Gordon Smith Drive Mobile AL 36617 630363472 501(c)(3) 728276 Disability Services United States International Council on Disabilities 1012 14th St NW Suite 105 Washington DC 20005 521766832 501(c)(3) 10000 Disability Services Disability Services Disability Services Disability Services 68 1 Workforce Development 3 1587 0 SCSEP Participant Supportive Services 47 42532 0 Inclusive Care Program 1 500 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 1 0 0 0 0 0 0 0 0 James E Williams Jr President & Chief Executive Officer 570877 307395 65000 35000 24266 13067 -129898 -69945 13883 7475 544128 292992 0 0 Le Monte G Booker Chief Financial Officer 257650 0 0 0 2700 0 7660 0 13038 0 281048 0 0 0 Randall Rutta Chief Strategy Officer 330556 0 0 0 0 0 10071 0 5848 0 346475 0 0 0 Stephen Bergman Chief Information Officer 246495 0 0 0 0 0 7540 0 13038 0 267073 0 0 0 Maureen Haller Sr Vice President, Development 155821 45300 0 0 0 0 4943 1435 4533 1315 165297 48050 0 0 Jeanne Sowa Sr Vice President, Mkt & Corp. 229923 0 0 0 0 0 9221 0 5848 0 244992 0 0 0 Maureen Kavalar Sr Vice President, Programs 174307 0 4000 0 0 0 8019 0 10108 0 196434 0 0 0 Jennifer Bielat Sr Vice President, Integrated Mkt 177125 0 0 0 0 0 5482 0 233 0 182840 0 0 0 Patricia Jones Exec. Vice President, Aff. Services 246266 0 0 0 0 0 14668 0 5842 0 266776 0 0 0 Mary Leary Sr Director, Transportation Group 171205 0 0 0 0 0 5445 0 5848 0 182498 0 0 0 Dorothy Moser Vice President, Human Resources 165796 0 0 0 0 0 10056 0 10108 0 185960 0 0 0 Katherine Beh Neas Sr Vice President, Govt Relations 191603 0 0 0 0 0 6400 0 13038 0 211041 0 0 0 Jennifer Bartlett Vice President, Executive Office 155880 0 0 0 0 0 4914 0 5510 0 166304 0 0 0 Donald Jackson Former Chief Operating Officer 0 0 0 0 159361 0 -29093 0 11002 0 141270 0 0 0 Part I, Line 4a Donald Jackson received severance during the year, which is properly reported on Schedule J, Part II. Part II line 1 (C): Negative deferred compensation is due to the pension plan of Easter Seals Inc. Pension compensation is estimated annually based on actuarial assumptions, length of service, and compensation. 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. 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: 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 3,172,431. 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 Easter Seals Foundation C 4087348 Fair Market Value Easter Seals Foundation O 478242 Fair Market Value