ABILITYPATH HOUSING: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ABILITYPATH HOUSING (EIN 94-1546643)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-07
- IRS object ID
- 201300389349301325
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-07T18:22:24-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942763139 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGER LEWIS ACCOUNTANCY CORP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 ALMADEN BLVD STE 600 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941546643 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABILITIES UNITED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ABIL | NameControl |
| Phone | 6504940550 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 EAST CHARLESTON ROAD | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94306 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNDA STEELE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6504940550 | Phone |
| Date Signed | 2013-02-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RANDY PETERSON | Name |
| PTIN | P01300203 | PTIN |
| Phone | 4084941200 | Phone |
| Date Prepared | 2013-02-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LYNDA STEELE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 EAST CHARLESTON ROAD | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5596563 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ABILITIESUNITED.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | HELP THOSE WITH DEVELOPMENTAL & PHYSICAL CHALLENGES TO LEAD THE LIVES THEY CHOOSE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 184 | TotalNbrEmployees |
| Total Nbr Volunteers | 17 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1631525 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1187136 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4173758 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4266963 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 34960 | InvestmentIncomePriorYear |
| Investment Income Current Year | 23536 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 13002 | OtherRevenuePriorYear |
| Other Revenue Current Year | 14906 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5853245 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5492541 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4433801 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4663754 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 7861 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 359506 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1050201 | OtherExpensePriorYear |
| Other Expenses Current Year | 1131178 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5484002 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5802793 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 369243 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -310252 | RevenuesLessExpensesCY |
| Total Assets BOY | 2869363 | TotalAssetsBOY |
| Total Assets EOY | 2668031 | TotalAssetsEOY |
| Total Liabilities BOY | 297261 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 494069 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2572102 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2173962 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ABILITIES UNITED CHAMPIONS PEOPLE WITH DEVELOPMENTAL AND PHYSICAL CHALLENGES AND PROVIDES THE TRAINING, EDUCATION AND SUPPORT THEY NEED TO LEAD THE LIVES THEY CHOOSE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1211791 | Expense |
| Revenue | 930408 | Revenue |
| Description | CHILDREN'S DEVELOPMENT SERVICES: CHILDREN'S DEVELOPMENT SERVICES IS COMPRISED OF THE EARLY INTERVENTION AND THE MILESTONES PRESCHOOL PROGRAMS AND A THERAPY CLINIC PROGRAM FOR CHILDREN AGED BIRTH TO 5 YEARS OF AGE. EARLY INTERVENTION - THE EARLY INTERVENTION PROGRAM OFFERS IN HOME AND CENTER BASED SERVICES FOR CHILDREN FROM BIRTH TO THREE YEARS OLD THAT HAVE DEVELOPMENT DELAYS OR ARE AT RISK OF DELAY. THE ORGANIZATION'S MULTI DISCIPLINARY TEAM OF SPECIAL EDUCATORS AND THERAPISTS PROVIDES STRUCTURED DEVELOPMENTAL AND EDUCATIONAL OPPORTUNITIES. PARENT PARTICIPATION AND EXTENSIVE FAMILY SUPPORT ARE INTEGRAL PARTS OF THIS SERVICE. THE ORGANIZATION SERVES FAMILIES THROUGHOUT THE BAY AREA. NON ENGLISH SPEAKING FAMILIES WORK DIRECTLY WITH THE ORGANIZATION'S SPANISH BILINGUAL/BICULTURAL STAFF.MILESTONES PRESCHOOL - MILESTONES PRESCHOOL IS AN INCLUSIVE PROGRAM SERVING SMALL GROUPS OF CHILDREN FROM 2 TO 5 YEARS OF AGE WITH AND WITHOUT DEVELOPMENTAL DELAYS OR RISK FACTORS. THE PROGRAM STRESSES INDIVIDUAL GROWTH AND PROGRESS IN A DEVELOPMENTALLY FOCUSED PROGRAM TO GAIN ACCESS TO SPECIALIZED SERVICES, AND EXPAND THE VARIETY OF SOCIAL SITUATIONS AVAILABLE TO THEMSELVES AND THEIR CHILDREN. THE COMMUNITY HAS AN OPPORTUNITY TO INCREASE THEIR UNDERSTANDING OF DEVELOPMENTALLY APPROPRIATE PRACTICES IN CHILD DEVELOPMENT.THERAPY CLINIC - THE THERAPY CLINIC OFFERS QUALITY DEVELOPMENTAL AND THERAPEUTIC SERVICES FOR CHILDREN FROM BIRTH TO 5 YEARS OF AGE, FOR PRIVATE PAY, IN A CLINIC SETTING. THE ORGANIZATION BELIEVES IN A FAMILY ORIENTED, COLLABORATIVE APPROACH THAT EMPHASIZES PARENT/CAREGIVER INVOLVEMENT AND PARTNERSHIP WITH OTHER PROFESSIONALS WHO WORK WITH THE CHILDREN. THE ORGANIZATION'S THERAPISTS AND STAFF ARE TRAINED PEDIATRIC SPECIALISTS WITH EXTENSIVE EXPERIENCE AND KNOWLEDGE REGARDING RESOURCES AND INTERVENTIONS FOR YOUNG CHILDREN. IN COLLABORATION WITH OTHER EARLY CHILDHOOD PROFESSIONALS, THE THERAPY CLINIC PROVIDES HIGH QUALITY THERAPEUTIC (OCCUPATIONAL, PHYSICAL, SPEECH, VOCATIONAL THERAPIES) SERVICES THAT IMPROVE THE QUALITY OF LIFE FOR THE CHILDREN AND THEIR FAMILY.IN THE PAST YEAR 166 CHILDREN WERE SERVED AND THEIR FAMILIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1693127 | Expense |
| Revenue | 2136582 | Revenue |
| Description | ADULT SERVICES: ADULT SERVICES IS COMPRISED OF THE ADULT DAY ACTIVITIES, COMMUNITY CONNECTIONS, INDEPENDENT LIVING SKILLS, AND EMPLOYMENT SERVICES PROGRAMS.ADULT DAY ACTIVITIES - AT ADULT DAY ACTIVITIES, CLIENTS CHOOSE FROM A VARIETY OF ACTIVITIES TO EXPERIENCE NEW OPPORTUNITIES AND LEARN. CLIENTS PARTICIPATE IN ACTIVITIES TO LEARN HOUSEHOLD TASKS SUCH AS SHOPPING, COOKING, LAUNDRY, CLEANING, AND GARDENING; COMMUNITY LIFE SKILLS LIKE TRANSPORTATION USAGE AND RESTAURANT DINING; AND HOW TO ACCESS COMMUNITY RESOURCES SUCH AS LIBRARIES, MUSEUMS, THEATRES, PARKS, AND OTHER PUBLIC AREAS. THE MOST IMPORTANT THING IS THAT THE CLIENTS MAKE THEIR OWN GOALS, CHOICES, AND DECISIONS WITH WHATEVER SUPPORT AND ASSISTANCE THEY NEED FROM THEIR FAMILY, FRIENDS, AND ADULT DAY ACTIVITIES STAFF.COMMUNITY CONNECTIONS - AS A MEMBER OF THE COMMUNITY, CLIENTS HAVE ACCESS TO MANY FREE PUBLIC RESOURCES AND ACTIVITIES. CLIENTS CAN CHOOSE FROM A VARIETY OF SOCIAL AND VOLUNTEER ACTIVITIES THAT LET THEM GIVE BACK TO THEIR COMMUNITY. THEY ALSO HAVE OPPORTUNITIES TO MAKE NEW FRIENDS AND LEARN EXCITING NEW THINGS. AT COMMUNITY CONNECTIONS CLIENTS CAN VOLUNTEER AT DOZENS OF LOCAL ORGANIZATIONS, LEARN NEW THINGS IN THE ORGANIZATION'S EDUCATIONAL SERIES, AND DEVELOP COMMUNICATION SKILLS WHEN THEY HELP PRODUCE THE COMMUNITY CONNECTIONS CABLE TV SHOW AND NEWSLETTERS.INDEPENDENT LIVING SKILLS - CLIENTS ALREADY HAVE MANY LIFE SKILLS, BUT IF THERE ARE OTHERS THEY WOULD LIKE TO DEVELOP, ABILITIES UNITED CAN ASSIST IN ACQUIRING THEM. IN INDEPENDENT LIVING SKILLS (ILS), CLIENTS WORK ONE ON ONE WITH THEIR ILS COACH TO LEARN THE ADDITIONAL DAILY LIVING SKILLS THEY NEED TO BE AS INDEPENDENT AS POSSIBLE.EMPLOYMENT SERVICES - IF CLIENTS WOULD LIKE TO BE EMPLOYED, ABILITIES UNITED IS HERE TO SUPPORT THEM. THE ORGANIZATION WILL HELP THEIR CLIENTS ATTAIN WORK SKILLS TO COMPLEMENT THOSE THEY ALREADY HAVE. ABILITIES UNITED WANTS THEIR CLIENTS TO HAVE A JOB THAT THEY LIKE AND VALUE. THAT IS WHY THE ORGANIZATION SPENDS A LOT OF TIME WITH THEIR CLIENTS TO DETERMINE WHAT SKILLS THEY ALREADY HAVE AND WHICH ONES THEY NEED TO DEVELOP TO GET THE JOB THEY WANT. EACH CLIENT'S COACH WILL WORK WITH THEM TO APPLY FOR THE JOB THEY CHOOSE, AND WHEN THEY'RE HIRED, THEIR COACH WILL BE THERE UNTIL THEY ARE READY TO GO SOLO.IN THE PAST YEAR 326 PEOPLE WERE SERVED.FAMILY SUPPORT: FAMILY SUPPORT IS COMPRISED OF AFTER SCHOOL SOCIALIZATION, COMPUTER LAB EDUCATION, RESPITE, AND NEW INITIATIVES PROGRAMS.AFTER SCHOOL SOCIALIZATION - AFTER SCHOOL SOCIALIZATION IS A SOCIALIZATION TRAINING AND COMMUNITY INTEGRATION SERVICE FOR CHILDREN AND YOUNG ADULTS; AGE 5 TO 22 YEARS OLD, WHO HAVE A DEVELOPMENTAL DISABILITY. EACH DAY OFFERS CHILDREN AND YOUNG ADULTS THE OPPORTUNITY TO LEARN THE DAILY LIVING SKILLS THAT HELP THEM DO BETTER IN SCHOOL, BECOME MORE INDEPENDENT, SOCIALIZE WITH THEIR PEERS, AND TRANSITION INTO COMMUNITY AFTERSCHOOL PROGRAMS THAT SERVE CHILDREN FROM ALL WALKS OF LIFE.COMPUTER LAB EDUCATION - ABILITIES UNITED COMPUTER LAB EDUCATION OFFERS ACCESSIBLE COMPUTER CLASSES TO HELP CLIENTS DEVELOP THEIR EVERYDAY LIVING SKILLS AND INCREASE THEIR LEVEL OF INDEPENDENCE THROUGH TRAINING IN COMPUTER ACCESS, ACADEMIC AND DAILY LIVING SKILLS. EACH COMPUTER IS WHEELCHAIR ACCESSIBLE AND EQUIPPED WITH SPECIALLY DESIGNED KEYBOARDS, MICE AND MONITORS TO ACCOMMODATE LIMITED RANGE OF MOTION, VISUAL AND HEARING IMPAIRMENT, OR OTHER SPECIAL NEEDS. SOFTWARE USED BY ABILITIES UNITED IS SPECIALLY DESIGNED FOR PEOPLE WITH DISABILITIES OR ACCESSIBILITY CHALLENGES. A VARIETY OF EDUCATIONAL SOFTWARE PACKAGES DESIGNED BY EDUCATION SPECIALISTS ARE UTILIZED TO TEACH THE VARIOUS SKILL SETS.RESPITE - RESPITE SERVICES PROVIDE HIGHLY TRAINED HOME COMPANIONS FOR PEOPLE CARING FOR A FAMILY MEMBER WITH A DEVELOPMENTAL DISABILITY. THE ORGANIZATION'S COMPANIONS WORK IN PRIVATE HOMES AND IN VARIED COMMUNITY SETTINGS THROUGHOUT SANTA CLARA AND SAN MATEO COUNTIES. THE ORGANIZATION'S COMPASSIONATE HOME COMPANIONS GIVE RESPITE TO PARENTS AND OTHER PRIMARY CARE GIVERS OF PEOPLE OF ALL AGES WITH DEVELOPMENTAL DISABILITIES.IN THE PAST YEAR 99 PEOPLE AND THEIR FAMILIES WERE SERVED. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 928680 | Expense |
| Revenue | 907002 | Revenue |
| Description | AQUATIC SERVICES: AQUATIC SERVICES - WARM-WATER EXERCISE CAN BENEFIT PEOPLE OF ALL AGES AND ABILITY LEVELS. THE 93 DEGREE WARM WATER, WHEELCHAIR ACCESSIBLE POOL AT THE ORGANIZATION'S BETTY WRIGHT SWIM CENTER OFFERS MANY EXERCISE BENEFITS. WHEN CLIENTS SUBMERGE THEIR BODY INTO WARM WATER, THE NEARLY WEIGHT FREE ENVIRONMENT ALLOWS MUSCLE RELAXATION, JOINT LUBRICATION, NERVE INTEGRATION AND INCREASED RANGE OF MOTION. FOR MORE THAN 2,000 YEARS, HUMANS HAVE BENEFITED FROM THERAPEUTIC BATHS AND CENTERS FOR PAIN RELIEF AND TRANQUILITY.WHEN CLIENTS EXERCISE IN THE WARM WATER OF THE BETTY WRIGHT SWIM CENTER THEY EXPERIENCE:- RELIEF FROM PAIN CAUSED BY INJURIES, DISORDERS OR PHYSICAL AILMENTS SUCH AS ARTHRITIS, SPINAL CORD INJURIES, MULTIPLE SCLEROSIS, CEREBRAL PALSY, FIBROMYALGIA- A SAFE WATER ENVIRONMENT TO LEARN TO SWIM- A COMFORTABLE INDOOR, WATER BASED ALTERNATIVE TO LAND EXERCISE- A PLEASANT, FRIENDLY, SUPPORTIVE ENVIRONMENT WITH SKILLED, EMPATHETIC AND COLLABORATIVE STAFF WHO WILL HELP CLIENTS PROGRESS THROUGH THEIR REHABILITATION, FITNESS OR RECREATIONAL PROGRAM- A PROFESSIONAL, COLLABORATIVE TEAM OF AQUATIC PROFESSIONALS WHICH WORKS WITH MEDICAL AND HEALTH PROFESSIONALS TO REFER CLIENTS TO APPROPRIATE SERVICES- A DIVERSE AND SUPPORTIVE COMMUNITY OF STUDENTS, PATIENTS, AND VISITORS WHICH HELPS ACCELERATE CLIENT'S RECOVERY AND SHARES THEIR INTERESTS FOR MAXIMUM ENJOYMENT AND SAFETY DURING ANY AQUATIC RECREATIONAL ACTIVITY, IT IS CRITICAL THAT CHILDREN LEARN WATER SAFETY, DROWNING SURVIVAL AND SWIMMING TECHNIQUES. SWIM LESSONS BENEFIT CHILDREN IN A MULTITUDE OF WAYS. SWIM SCHOOL IS OFTEN A CHILDS FIRST SOCIAL EXPERIENCE OUT OF THE HOME THAT INVOLVES THEIR PEERS. THEY LEARN TO RELATE AND INTERACT WITH EACH OTHER AND THEIR TEACHERS. THEY DEVELOP A SENSE OF INDEPENDENCE AND SELF CONFIDENCE, ALL IN A FUN, SAFE AND EDUCATIONAL ENVIRONMENT AVAILABLE TO THEM YEAR ROUND. THIS SERVICE IS AVAILABLE TO ALL CHILDREN WITH AND WITHOUT DISABILITIES. A SPECIAL ADAPTIVE AQUATICS SERVICE FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES IS ALSO PART OF THE SWIM SCHOOL.IN THE PAST YEAR 1,684 PEOPLE WERE SERVED. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 692086 | Expense |
| Revenue | 307877 | Revenue |
| Description | FAMILY SUPPORTFAMILY SUPPORT IS COMPRISED OF AFTER SCHOOL SOCIALIZATION, COMPUTER LAB EDUCATION, AND RESPITE PROGRAMS. THESE SERVICES PROVIDE FAMILIES, AS WELL AS INDIVIDUALS, WITH THE TOOLS AND SUPPORTS NEEDED TO HELP THEM MAINTAIN THEIR RESOURCES, STRENGTH AND ENERGY FOR A BALANCED AND ENRICHED LIFE.AFTER SCHOOL SOCIALIZATION IS A SOCIALIZATION TRAINING AND COMMUNITY INTEGRATION SERVICE FOR CHILDREN AND YOUNG ADULTS; AGE 5 TO 22 YEARS OLD. EACH WEEKDAY, THE PROGRAM OFFERS CHILDREN AND YOUNG ADULTS INDIVIDUALIZED SUPPORTS AND THE OPPORTUNITY TO LEARN THE SOCIAL, COMMUNICATION, PROBLEM SOLVING AND COMMUNITY LIFE SKILLS THAT HELP THEM TO BE MORE SUCCESSFUL AND MORE INCLUDED IN SCHOOL, TO BECOME MORE INDEPENDENT, TO DEVELOP HEALTHY AND POSITIVE RELATIONSHIPS WITH THEIR PEERS, AND TO TRANSITION INTO COMMUNITY AFTERSCHOOL PROGRAMS THAT SERVE CHILDREN FROM ALL WALKS OF LIFE AND OF ALL ABILITIES. THE PROGRAM OFFERS A SUMMER CAMP CURRICULUM AND EXTENDED CAMP HOURS IN THE SUMMER MONTHS. ADDITIONALLY, AFTER SCHOOL SOCIALIZATION PARTNERS WITH THE CITY OF PALO ALTO TO PROVIDE SUMMERS EXCELLENT ADVENTURES (SEA) CAMP IN THE SUMMER. THIS CAMP ASSISTS IN DEVELOPING SOCIAL SKILLS, CONFIDENCE SKILLS, TRANSITION SKILLS, AND FRIENDSHIP SKILLS IN A COMMUNITY SETTING FEATURING ARTS AND CRAFTS, FIELD TRIPS, COOPERATIVE AND NON-COMPETITIVE GAMES.ABILITIES UNITED COMPUTER LAB EDUCATION OFFERS ACCESSIBLE COMPUTER AND TECHNOLOGY CLASSES TO HELP CHILDREN AND ADULTS OF ALL AGES AND ABILITIES DEVELOP COMPUTER LITERACY, EVERYDAY LIVING SKILLS AND INCREASED INDEPENDENCE THROUGH TRAINING IN TECHNOLOGY ACCESS, ACADEMICS AND DAILY LIVING SKILLS. EACH COMPUTER IN THE LAB IS WHEELCHAIR ACCESSIBLE AND EQUIPPED WITH SPECIALLY DESIGNED KEYBOARDS, MICE AND MONITORS TO ACCOMMODATE LIMITED RANGE OF MOTION, VISUAL AND HEARING IMPAIRMENT, OR OTHER NEEDS. SOFTWARE USED BY ABILITIES UNITED IS SPECIALLY DESIGNED FOR PEOPLE WITH DISABILITIES OR ACCESSIBILITY CHALLENGES. A VARIETY OF EDUCATIONAL SOFTWARE PACKAGES DESIGNED BY EDUCATION SPECIALISTS ARE UTILIZED TO TEACH THE VARIOUS SKILL SETS. CLASSES ARE PROVIDED BOTH ONE ON ONE, OR IN GROUP FORMAT, AND ARE CUSTOMIZED TO THE NEEDS AND GOAL OF EACH PARTICIPANT SERVED.RESPITE SERVICES PROVIDE HIGHLY TRAINED AND COMPASSIONATE HOME COMPANIONS FOR FAMILIES WHERE A FAMILY MEMBER HAS A DEVELOPMENTAL OR OTHER DISABILITY. THE ORGANIZATION'S HOME COMPANIONS WORK IN PRIVATE HOMES AND IN VARIED COMMUNITY SETTINGS THROUGHOUT SANTA CLARA AND SAN MATEO COUNTIES. HOME COMPANIONS GIVE RESPITE TO PARENTS AND OTHER PRIMARY CARE GIVERS OF PEOPLE OF ALL AGES WITH DEVELOPMENTAL DISABILITIES, SO THAT CAREGIVERS CAN WORK, RUN ERRANDS, CARE FOR OTHER FAMILY MEMBERS, AND MAINTAIN A MORE HEALTHY AND BALANCED LIFE. RESPITE SERVICES PROVIDE THE SUPPORT AND CARE SO THAT FAMILIES CAN STAY TOGETHER. THIS PROGRAM ALSO PROVIDES 24/7 AND EMERGENCY SUPPORT SERVICES AS NEEDED.THIS LAST YEAR, 104 INDIVIDUALS WERE SERVED IN FAMILY SUPPORT SERVICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 692086 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 307877 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 4525684 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 184 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNDA STEELE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6504940550 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 EAST CHARLESTON ROAD | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94306 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| HEIDI FELDMAN MD | ||||||
| PRESIDENT & DIRECTOR | 2.00 | X | X | 0 | 0 | 0 |
| BRIAN BECKWITH | ||||||
| SECRETARY & DIRECTOR | 2.00 | X | X | 0 | 0 | 0 |
| DAVID HERBST | ||||||
| TREASURER & DIRECTOR | 2.00 | X | X | 0 | 0 | 0 |
| WENDY BEHBEHANI - TO 72011 | ||||||
| DIRECTOR & MAJOR GIFTS CO. | 2.00 | X | 0 | 0 | 0 | |
| JIM MEIKRANTZ | ||||||
| DIRECTOR & SOCIAL ENTERPRI | 2.00 | X | 0 | 0 | 0 | |
| KAREN MOORE | ||||||
| DIRECTOR & GOVERNANCE COMM | 2.00 | X | 0 | 0 | 0 | |
| ELAINE SITTERSON - TO 52012 | ||||||
| DIRECTOR & HUMAN RESOURCES | 2.00 | X | 0 | 0 | 0 | |
| ARTHUR STAUFFER - TO 112011 | ||||||
| DIRECTOR & OPERATIONS REVI | 2.00 | X | 0 | 0 | 0 | |
| ELIZABETH WOLF | ||||||
| DIRECTOR & FUND DEVELOPMEN | 2.00 | X | 0 | 0 | 0 | |
| WANDA WONG | ||||||
| DIRECTOR & FUND DEVELOPMEN | 2.00 | X | 0 | 0 | 0 | |
| GIL AHRENS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MANFORD COSTELLO - FROM 122011 | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GERI HADLEY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MICHAEL HENSLEY - FROM 72011 | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROXANNE MARENBERG - FROM 32012 | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DR PIETER KARK | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| THOMAS BRUNNER - TO 32012 | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JUDY RICHARDSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| STAN PARRY - FROM 32012 | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ELLEN SMITH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JERE KING SEE SCH O | ||||||
| DIRECTOR | 2.00 | X | 12500 | 0 | 0 | |
| CAROL LEYNSE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LYNDA STEELE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 135000 | 0 | 20875 | |
| RAHMAT MOZAYAN | ||||||
| CFO (UNTIL 7/2011) | 40.00 | X | 13719 | 0 | 0 | |
| JESS GUTIERREZ | ||||||
| CFO (FROM 7/2011) | 13.00 | X | 102450 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 263669 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20875 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 2061 | FederatedCampaigns |
| Fundraising Events | 325771 | FundraisingEvents |
| All Other Contributions | 859304 | AllOtherContributions |
| Noncash Contributions | 20975 | NoncashContributions |
| Total Contributions | 1187136 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FEES FROM GOVERNMENT | 624100 | 2987585 | 2987585 |
| PROGRAM SERVICE FEES | 624100 | 1261302 | 1261302 |
| CONTRACT INCOME | 624100 | 18076 | 18076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4266963 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16826 | TotalRevenueColumn |
| Exclusion | $16,826 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 38661 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31951 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6710 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6710 | TotalRevenueColumn |
| Exclusion | $6,710 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 72071 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 325771 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 72071 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 14906 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14906 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 14906 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5492541 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4281869 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $23,536 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174765 | Total |
| Program Services | 65005 | ProgramServices |
| Management And General | 58444 | ManagementAndGeneral |
| Fundraising | 51316 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3630581 | Total |
| Program Services | 3031747 | ProgramServices |
| Management And General | 423124 | ManagementAndGeneral |
| Fundraising | 175710 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 575742 | Total |
| Program Services | 467799 | ProgramServices |
| Management And General | 86693 | ManagementAndGeneral |
| Fundraising | 21250 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282666 | Total |
| Program Services | 233831 | ProgramServices |
| Management And General | 32508 | ManagementAndGeneral |
| Fundraising | 16327 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41017 | Total |
| Management And General | 41017 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7861 | Total |
| Fundraising | 7861 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9466 | Total |
| Management And General | 9466 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204690 | Total |
| Program Services | 81519 | ProgramServices |
| Management And General | 120171 | ManagementAndGeneral |
| Fundraising | 3000 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25113 | Total |
| Program Services | 18844 | ProgramServices |
| Management And General | 4813 | ManagementAndGeneral |
| Fundraising | 1456 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231634 | Total |
| Program Services | 130928 | ProgramServices |
| Management And General | 47001 | ManagementAndGeneral |
| Fundraising | 53705 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21487 | Total |
| Program Services | 7417 | ProgramServices |
| Management And General | 9005 | ManagementAndGeneral |
| Fundraising | 5065 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259616 | Total |
| Program Services | 219830 | ProgramServices |
| Management And General | 31557 | ManagementAndGeneral |
| Fundraising | 8229 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152295 | Total |
| Program Services | 150062 | ProgramServices |
| Management And General | 1276 | ManagementAndGeneral |
| Fundraising | 957 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1853 | Total |
| Management And General | 2 | ManagementAndGeneral |
| Fundraising | 1851 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88292 | Total |
| Program Services | 59732 | ProgramServices |
| Management And General | 24579 | ManagementAndGeneral |
| Fundraising | 3981 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| TRAINING | 33676 | 19921 | 12909 | 846 |
| BAD DEBT | 23740 | 22412 | 1328 | |
| MISCELLANEOUS | 23086 | 12951 | 2729 | 7406 |
| AWARDS AND RECOGNITION | 10978 | 1402 | 9030 | 546 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4235 | Total |
| Program Services | 2284 | ProgramServices |
| Management And General | 1951 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5802793 | Total |
| Program Services | 4525684 | ProgramServices |
| Management And General | 917603 | ManagementAndGeneral |
| Fundraising | 359506 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4889 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1109953 | BOY |
| EOY | 692499 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20988 | BOY |
| EOY | 14036 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 281285 | BOY |
| EOY | 282623 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97763 | BOY |
| EOY | 11653 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2452286 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1598184 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 527092 | BOY |
| EOY | 854102 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 800239 | BOY |
| EOY | 771460 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27154 | BOY |
| EOY | 41658 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2869363 | BOY |
| EOY | 2668031 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76465 | BOY |
| EOY | 155672 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28052 | BOY |
| EOY | 115404 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192744 | BOY |
| EOY | 222993 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 297261 | BOY |
| EOY | 494069 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1235360 | BOY |
| EOY | 1068064 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 547161 | BOY |
| EOY | 300487 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 789581 | BOY |
| EOY | 805411 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2572102 | BOY |
| EOY | 2173962 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2869363 | BOY |
| EOY | 2668031 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -310252 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -87888 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1623070 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1435294 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1711725 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1676397 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1187136 | CurrentTaxYear |
| Total | 7633622 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1623070 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1435294 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1711725 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1676397 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1187136 | CurrentTaxYear |
| Total | 7633622 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 647597 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6986025 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6990 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2229 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12445 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19786 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16826 | CurrentTaxYear |
| Total | 58276 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 14906 | CurrentTaxYear |
| Total | 14906 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7706804 | TotalSupport |
| Gross Receipts From Admissions Etc | 19743788 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.90650 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.91930 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Total Lobbying Expenditures IIB | 0 | TotalLobbyingExpendituresIIB |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| Explanation | THE ORGANIZATION HAS A LINK ON THEIR WEBSITE TO THE CALIFORNIA STATE SENATE AND TO THE ARC LEGISLATIVE ACTION CENTER. THE ORGANIZATION ENCOURAGES WEBSITE VISITORS TO WRITE THEIR SENATORS TO EXPRESS THEIR ADVOCACY FOR PEOPLE WITH DISABILITIES AND TO LEARN MORE ABOUT LEGISLATIVE ACTIONS THAT HAVE AN IMPACT ON PEOPLE WITH DISABILITIES. THESE ACTIVITIES ARE INSIGNIFICANT TO THE ORGANIZATION'S OVERALL ACTIVITIES. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 800239 | BeginningOfYearBalance |
| Contributions | 15830 | Contributions |
| Investment Earnings Or Losses | 3518 | InvestmentEarningsOrLosses |
| Other Expenditures | 4710 | OtherExpenditures |
| Administrative Expenses | 9466 | AdministrativeExpenses |
| End Of Year Balance | 805411 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 782081 | BeginningOfYearBalance |
| Contributions | 7500 | Contributions |
| End Of Year Balance | 789581 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 787121 | BeginningOfYearBalance |
| Contributions | 3500 | Contributions |
| Other Expenditures | 8540 | OtherExpenditures |
| End Of Year Balance | 782081 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 778106 | BeginningOfYearBalance |
| Contributions | 9015 | Contributions |
| End Of Year Balance | 787121 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 998649 | OtherCostOrOtherBasis |
| Depreciation | 921540 | Depreciation |
| Book Value | 77109 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 842419 | OtherCostOrOtherBasis |
| Depreciation | 330104 | Depreciation |
| Book Value | 512315 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 611218 | OtherCostOrOtherBasis |
| Depreciation | 346540 | Depreciation |
| Book Value | 264678 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 854102 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SV COMMMUNITY FUND | Description |
| Book Value | 771460 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 771460 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED VACATION | $181,335 |
| 457(F) CUSTODIAL FUNDS | $41,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 222993 | TotalOfAmounts |
| Total Revenue | 5492541 | TotalRevenue |
| Total Expenses | 5802793 | TotalExpenses |
| Excess Or Deficit For Year | -310252 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -11620 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | -76268 | PriorPeriodAdjustments |
| Total Adjustments | -87888 | TotalAdjustments |
| Excess Or Deficit Per FS | -398140 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5498219 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -11620 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 34625 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 23005 | RevenueNotRptdF990 |
| Revenue Subtotal | 5475214 | RevenueSubtotal |
| Investment Expenses Not Included | 9466 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 7861 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 17327 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5492541 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5820091 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 34625 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 34625 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5785466 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 9466 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 7861 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 17327 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5802793 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ABILITIES UNITED'S ENDOWMENT FUND IS A PREMANENTLY RESTRICTED FUND. THE FUND IS HELD IN TRUST BY THE SILICON VALLEY COMMUNITY FOUNDATION. ANY NEW DONATIONS TO THE ENDOWMENT ARE TRANSFERRED TO THE SILICON VALLEY COMMUNITY FOUNDATION AND ADDED TO THE ABILITIES UNITED'S ENDOWMENT FUND. A PORTION OF THE ENDOWMENT FUND (WHETHER UNRESTRICTED, TEMPORARILY OR PERMANENTLY) IS DISTRIBUTED ANNUALLY TO ABILITIES UNITED AND IS APPLIED TOWARDS GENERAL OPERATING EXPENSES IN ACCORDANCE WITH THE POLICY GUIDELINES SETUP FOR THE ENDOWMENT FUND. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 ENDED JUNE 30, 2009 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS FOR THE TAX YEARS ENDED JUNE 30, 2008 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CAR DONATION PROCESSING FEES 7,861. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | CAR DONATION PROCESSING FEES 7,861. | |
| IN 2011, THE IRS CHANGED THE DEFINITION OF ENDOWMENT FOR THE PURPOSES OF REPORTING ON SCHEDULE D TO NOW INCLUDE TEMPORARILY RESTRICTED ENDOWMENT FUNDS. THIS CHANGE EFFECTS THE BEGINNING BALANCE REPORTED IN PART V, LINE 1A, COLUMN (A) BY THE ORGANIZATION'S TEMPORARILY RESTRICTED ENDOWMENT BEGINNING BALANCE OF $10,658. GOING FORWARD THE ACTIVITY AND BALANCE OF THIS FUND WILL BE INCLUDED IN THIS SECTION OF THE RETURN. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUTHOR'S LUNCH | NameOfEvent1 |
| Gross Receipts Event1 | 250601 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 186191 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 64410 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 40841 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 23569 | OtherDirectExpensesEvent1 |
| Name Of Event2 | AQUATHON | NameOfEvent2 |
| Gross Receipts Event2 | 147241 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 139580 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 7661 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 7661 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 397842 | GrossReceiptsTotal |
| Charitable Contributions Total | 325771 | CharitableContributionsTotal |
| Gross Revenue Total Events | 72071 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 40841 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 31230 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 72071 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LYNDA STEELE | NamePerson |
| Base Compensation Filing Org | 135000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 14175 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 6700 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 155875 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | LYNDA STEELE RECEIVED $13,500 OF DEFERRED COMPENSATION UNDER HER 457(F) PLAN. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOHEILA MOZAYAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SPOUSE OF CFO | Relationship |
| Amount Of Transaction | 76843 | AmountOfTransaction |
| Description Of Transaction | SOHEILA IS A DIRECTOR AT ABILITIES UNITED AND IS THE SPOUSE OF RAHMAT MOZAYAN, WHO WAS THE CFO FOR PART OF THE FISCAL YEAR. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PREPARED BY AN OUTSIDE CPA FIRM AND REVIEWED BY THE MEMBERS OF THE ABILITIES UNITED FINANCE COMMITTEE AND EXECUTIVE DIRECTOR, LYNDA STEELE. A COPY OF THE 990, INCLUDING THE REQUIRED SCHEDULES, WERE PROVIDED TO EACH OF THE VOTING MEMBERS OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR IS REQUIRED TO DISCLOSE ANNUALLY ON A FORM, ANY INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. THE CEO AND CFO ARE IN REGULAR CONTACT WITH THE DIRECTORS. NO DIRECTOR RECEIVES ANY REMUNERATION FROM ABILITIES UNITED. SOME DIRECTORS ARE PARENTS WHO RECEIVE SERVICES FROM ABILITIES UNITED. ANY POTENTIAL CONFLICTS ARE REVIEWED, AND IF A CONFLICT IS IDENTIFIED, THE RESPECTIVE DIRECTOR IS RECUSED FROM VOTING ON ANY RELATED ISSUES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS OF DETERMINING COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER INCLUDES A REVIEW AND APPROVAL BY AN INDEPENDENT EXECUTIVE COMMITTEE. THE COMPENSATION COMMITTEE MEETS ON THREE SEPARATE OCCASIONS TO REVIEW MATERIALS THAT INCLUDE: PROFILES FOR EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER; SALARY DATA FROM THE NORTHERN CALIFORNIA CENTER FOR NONPROFIT MANAGEMENT SALARY & BENEFITS. UPON COMPLETION OF THE THEIR REVIEW, THE INDEPENDENT COMPENSATION REVIEW COMMITTEE PRESENTS THEIR FINDINGS TO THE BOARD OF DIRECTORS AND INDIVIDUALLY TO THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC REVIEW BY KEEPING THEM IN SPECIAL BINDERS AT THE AGENCY'S ADMINISTRATION OFFICE, BY POSTING THEM ON THE AGENCY WEBSITE, AND BY MAILING AND EMAILING THEM TO THE PUBLIC ON DEMAND. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSS -11,620. PRIOR PERIOD ADJUSTMENT -76,268. TOTAL TO FORM 990, PART XI, LINE 5: -87,888. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990 | DEFERRED REVENUE ADJUSTMENT: DURING THE YEAR ENDED JUNE 30, 2012, THE ORGANIZATION BECAME AWARE THAT DEFERRED REVENUE FOR THE SWIM PROGRAM WAS UNDERSTATED DURING PRIOR YEARS. FOR THE YEAR ENDED JUNE 30, 2010, REVENUE WAS OVERSTATED AND LIABILITIES WERE UNDERSTATED BY $65,774. FOR THE YEAR ENDED JUNE 30, 2011, REVENUE WAS OVERSTATED BY $10,494 AND LIABILITIES WERE UNDERSTATED BY $76,268. | PRIOR PERIOD ADJUSTMENT: |
| FORM 990, PART VII | THE COMPENSATION REPORTED FOR JERE KING IN PART VII WAS EARNED IN HER ROLE AS AN EMPLOYEE, NOT AS A BOARD MEMBER. SHE WAS A TEMPORARY EMPLOYEE DURING PART OF THE YEAR. | BOARD MEMBER COMPENSATION |
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