2013-02-07T18:22:24-06:00 2012-06-30 942763139 BERGER LEWIS ACCOUNTANCY CORP 55 ALMADEN BLVD STE 600 SAN JOSE CA 95113 990 2011-07-01 941546643 ABILITIES UNITED ABIL 6504940550 525 EAST CHARLESTON ROAD PALO ALTO CA 94306 LYNDA STEELE 6504940550 2013-02-06 1 RANDY PETERSON P01300203 4084941200 2013-02-06 2011 2016-02-25 16:41:14Z LYNDA STEELE 525 EAST CHARLESTON ROAD PALO ALTO CA 94306 5596563 0 X WWW.ABILITIESUNITED.ORG X 1963 CA HELP THOSE WITH DEVELOPMENTAL & PHYSICAL CHALLENGES TO LEAD THE LIVES THEY CHOOSE. 18 18 184 17 0 0 1631525 1187136 4173758 4266963 34960 23536 13002 14906 5853245 5492541 0 0 0 0 4433801 4663754 0 7861 359506 1050201 1131178 5484002 5802793 369243 -310252 2869363 2668031 297261 494069 2572102 2173962 X ABILITIES UNITED CHAMPIONS PEOPLE WITH DEVELOPMENTAL AND PHYSICAL CHALLENGES AND PROVIDES THE TRAINING, EDUCATION AND SUPPORT THEY NEED TO LEAD THE LIVES THEY CHOOSE. 0 0 1211791 930408 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. 1693127 2136582 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. 928680 907002 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. 692086 307877 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. 692086 307877 4525684 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 8 0 184 1 0 0 0 0 0 1 1 0 0 0 1 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X LYNDA STEELE 6504940550 525 EAST CHARLESTON ROAD PALO ALTO CA 94306 HEIDI FELDMAN MD 2.00 X X 0 0 0 BRIAN BECKWITH 2.00 X X 0 0 0 DAVID HERBST 2.00 X X 0 0 0 WENDY BEHBEHANI - TO 72011 2.00 X 0 0 0 JIM MEIKRANTZ 2.00 X 0 0 0 KAREN MOORE 2.00 X 0 0 0 ELAINE SITTERSON - TO 52012 2.00 X 0 0 0 ARTHUR STAUFFER - TO 112011 2.00 X 0 0 0 ELIZABETH WOLF 2.00 X 0 0 0 WANDA WONG 2.00 X 0 0 0 GIL AHRENS 2.00 X 0 0 0 MANFORD COSTELLO - FROM 122011 2.00 X 0 0 0 GERI HADLEY 2.00 X 0 0 0 MICHAEL HENSLEY - FROM 72011 2.00 X 0 0 0 ROXANNE MARENBERG - FROM 32012 2.00 X 0 0 0 DR PIETER KARK 2.00 X 0 0 0 THOMAS BRUNNER - TO 32012 2.00 X 0 0 0 JUDY RICHARDSON 2.00 X 0 0 0 STAN PARRY - FROM 32012 2.00 X 0 0 0 ELLEN SMITH 2.00 X 0 0 0 JERE KING SEE SCH O 2.00 X 12500 0 0 CAROL LEYNSE 2.00 X 0 0 0 LYNDA STEELE 40.00 X 135000 0 20875 RAHMAT MOZAYAN 40.00 X 13719 0 0 JESS GUTIERREZ 13.00 X 102450 0 0 263669 0 20875 2 0 1 0 0 2061 325771 859304 20975 1187136 FEES FROM GOVERNMENT 624100 2987585 2987585 PROGRAM SERVICE FEES 624100 1261302 1261302 CONTRACT INCOME 624100 18076 18076 4266963 16826 16826 38661 31951 6710 6710 6710 72071 325771 72071 0 MISCELLANEOUS INCOME 900099 14906 14906 14906 5492541 4281869 0 23536 174765 65005 58444 51316 3630581 3031747 423124 175710 575742 467799 86693 21250 282666 233831 32508 16327 41017 41017 7861 7861 9466 9466 204690 81519 120171 3000 25113 18844 4813 1456 231634 130928 47001 53705 21487 7417 9005 5065 259616 219830 31557 8229 152295 150062 1276 957 1853 2 1851 88292 59732 24579 3981 TRAINING 33676 19921 12909 846 BAD DEBT 23740 22412 1328 MISCELLANEOUS 23086 12951 2729 7406 AWARDS AND RECOGNITION 10978 1402 9030 546 4235 2284 1951 5802793 4525684 917603 359506 4889 0 1109953 692499 20988 14036 281285 282623 97763 11653 2452286 1598184 527092 854102 800239 771460 27154 41658 2869363 2668031 76465 155672 28052 115404 192744 222993 297261 494069 X 1235360 1068064 547161 300487 789581 805411 2572102 2173962 2869363 2668031 X -310252 -87888 X 0 1 1 X 0 X 1623070 1435294 1711725 1676397 1187136 7633622 1623070 1435294 1711725 1676397 1187136 7633622 647597 6986025 6990 2229 12445 19786 16826 58276 14906 14906 7706804 19743788 0.90650 0.91930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 PART IV, SUPPLEMENTAL INFORMATION: 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. 800239 15830 3518 4710 9466 805411 782081 7500 789581 787121 3500 8540 782081 778106 9015 787121 1.00000 0 0 998649 921540 77109 842419 330104 512315 611218 346540 264678 854102 SV COMMMUNITY FUND 771460 F 771460 ACCRUED VACATION 181335 457(F) CUSTODIAL FUNDS 41658 222993 5492541 5802793 -310252 -11620 -76268 -87888 -398140 5498219 -11620 34625 23005 5475214 9466 7861 17327 5492541 5820091 34625 34625 5785466 9466 7861 17327 5802793 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. AUTHOR'S LUNCH 250601 186191 64410 40841 23569 AQUATHON 147241 139580 7661 7661 397842 325771 72071 40841 31230 72071 0 X X X X 0 1 0 0 0 0 0 0 0 LYNDA STEELE 135000 0 0 0 0 0 14175 0 6700 0 155875 0 0 0 PART I, LINE 4B LYNDA STEELE RECEIVED $13,500 OF DEFERRED COMPENSATION UNDER HER 457(F) PLAN. SOHEILA MOZAYAN SPOUSE OF CFO 76843 SOHEILA IS A DIRECTOR AT ABILITIES UNITED AND IS THE SPOUSE OF RAHMAT MOZAYAN, WHO WAS THE CFO FOR PART OF THE FISCAL YEAR. 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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. PRIOR PERIOD ADJUSTMENT: 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. BOARD MEMBER COMPENSATION 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.