2013-02-06T07:17:52-06:00 2012-09-30 591954606 CAVANAUGH & CO LLP 2381 FRUITVILLE ROAD SARASOTA FL 34237 990 2011-10-01 591011392 LOVELAND CENTER INC LOVE 9414930016 157 SOUTH HAVANA ROAD VENICE FL 34292 CARL J PENXA JR 9414930116 2013-01-28 STEPHEN D SPANGLER P01224549 9413662983 2013-01-28 2011 2016-02-25 16:41:14Z CARL J PENXA JR 157 SOUTH HAVANA RD VENICE FL 34292 1953488 0 X WWW.LOVELANDCENTER.COM X 1962 FL LOVELAND CENTER HELPS ADULTS WITH DEVELOPMENTAL DISABILITIES LIVE THEIR LIVES TO THE FULLEST. 17 17 39 69 0 0 1029197 1547699 246565 245488 7862 7302 149549 140912 1433173 1941401 0 0 0 0 1108479 1197751 0 0 175698 411088 459752 1519567 1657503 -86394 283898 3908584 4048652 645051 479576 3263533 3569076 LOVELAND CENTER HELPS ADULTS WITH DEVELOPMENTAL DISABILITIES LIVE THEIR LIVES TO THE FULLEST. 0 0 930078 104155 ADULT DAY TRAINING - ON SITE COLLEGE ATMOSPHERE WHICH CONSISTS OF INSTRUCTION IN COMPUTERS, COOKING, FITNESS, WELLNESS, LIFE SKILLS, HEALTH AND SAFETY, JOB SKILL/WORKSHOP AND VOLUNTEER CUSTOMER SERVICE AND SOCIAL SKILLS. OFF CAMPUS ACTIVITIES INCLUDE VENICE LITTLE THEATRE FOLLIES, ACTION CLUB AND MULTIPLE COMMUNITY ACTIVITIES. (126 STUDENTS BENEFIT FROM THIS PROGRAM). THIS PROGRAM ALSO INCLUDES COMMUNITY OPPORTUNITIES. 216016 121700 LOVELAND GROUP HOME - PROVIDE A FAMILY STYLE ENVIRONMENT WITH 24-7 SUPERVISION ON WEEKENDS. THESE INDIVIDUALS ARE TAUGHT DAILY LIVING SKILLS AND ATTEND NUMEROUS SOCIAL ACTIVITIES THROUGHOUT THE COMMUNITY. THIS PROGRAM ALSO INCLUDES SUPPORTED LIVING. THE LOVELAND HOUSE IS A HOME TO 5 RESIDENTS AND CAN ACCOMODATE 2 RESPITES. 35775 19633 THE APD PROGRAM SERVES TO SUPPLEMENT THE OPERATIONAL EXPENSES OF LOVELAND CENTER TO PROVIDE ADULT DAY TRAINING, SUPPORTED EMPLOYMENT & VOLUNTEERING, AND GROUP HOME SERVICES. THE PROGRAM IS RESPONSIBLE FOR MAINTENANCE OF THE FACILITIES, IMPLEMENTATION OF A STUDENT DATA INFORMATION SYSTEM, THE DISSEMINATION OF INFORMATION ABOUT ADULTS WITH DEVELOPMENTAL DISABILITIES, RESPITE SERVICES, AND OTHER OPERATIONAL EXPENSES SUCH AS SUPPLIES, EQUIPMENT, TRAVEL AND UTILITIES. 1181869 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 39 1 0 0 0 0 0 1 1 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X CARL J PENXA JR 9414930016 157 SOUTH HAVANA ROAD VENICE FL 34292 BRENT PINKERTON 0.80 X X 0 0 0 CARL J PENXA JR 40.00 X X 94571 0 1854 DAVID HUNIHAN 0.80 X 0 0 0 GREGORY ROBERTS 0.80 X 0 0 0 JEFF JACKSON 0.80 X 0 0 0 JOHN BRITTON 0.80 X X 0 0 0 MICHAEL HARKINS 0.80 X 0 0 0 BRYAN ARCHER 0.80 X X 0 0 0 GEORGE COOPER 0.80 X 0 0 0 JAMES V MARTIN 0.80 X 0 0 0 LIZ CRAPET 0.80 X 0 0 0 ANN GRAYBEAL 0.80 X 0 0 0 PAM LASOTA 0.80 X X 0 0 0 KAREN HOUGH 0.80 X 0 0 0 LEWIS BENNER 0.80 X 0 0 0 RAY COLLINS 0.80 X 0 0 0 JAY KOWALSKI 0.80 X 0 0 0 MATTHEW RHEINGANS 0.80 X 0 0 0 CASEY STEVENS 0.80 X 0 0 0 SYDNEY YOUNG 0.80 X 0 0 0 STEVEN FEDER 0.80 X 0 0 0 JIM WILSON 0.80 X 0 0 0 BETTY SONNABEND 0.80 X 0 0 0 KAREN A GROFF 40.00 X 60920 0 1845 155491 0 3699 0 0 0 0 0 31579 10756 681552 823812 1547699 TUITION & FEES 900099 237588 237588 WORKSHOP 900099 7900 7900 245488 7302 7302 152999 10756 12087 140912 140912 1941401 245488 0 148214 985292 657542 219460 108290 128643 91213 26582 10848 83816 56727 17751 9338 33464 5891 9568 18005 26699 9197 7197 10305 107272 105448 1140 684 24120 13159 7487 3474 120330 120330 77926 74953 2973 FOOD AND SUPPLIES 63388 40856 7778 14754 STUDENT STIPEND 6553 6553 1657503 1181869 299936 175698 455 1277 158143 193791 144453 152089 71043 153669 4887643 1418067 3457864 3469576 76626 78250 3908584 4048652 50333 69613 108000 594718 301963 645051 479576 X 3057585 3350512 205948 218564 3263533 3569076 3908584 4048652 X 283898 21645 X X 0 1 1 X 0 X 1054168 1129115 1121533 1029197 1547699 5881712 1054168 1129115 1121533 1029197 1547699 5881712 346022 5535690 16594 16605 8997 7862 7302 57360 2550 2550 5941622 2021911 0.93170 0.95180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 205928 12636 218564 297648 -6543 85177 205928 422204 77774 202330 297648 455421 33217 422204 1.00000 1 0 137600 137600 3701003 1079029 2621974 216045 139094 76951 832995 199944 633051 3469576 1941401 1657503 283898 4802 12384 4459 21645 305543 1963046 4802 12384 4459 21645 1941401 0 1941401 0 0 0 0 0 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS CONSIST OF THE FOLLOWING: SPLIT INTEREST AGREEMENTS $152,089 INVESTMENT IN COMMUNITY FOUNDATIONS 75,963 DUE TO OTHER FUND (9,488) TOTAL $218,564 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT HAS EVALUATED THE EFFECT OF A STANDARD RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS DETERMINED THAT THE CENTER HAD NO UNCERTAIN INCOME TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS FOR THE YEAR ENDED SEPTEMBER 30, 2012. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS FOR THE YEARS ENDED 2011, 2010 AND 2009 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THE FEDERAL INCOME TAX RETURNS WERE FILED. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS 7,636. CHANGE IN THE FUND FOR LEGACY -3,177. TOTAL TO SCHEDULE D, PART XI, LINE 8: 4,459. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FUND FOR LEGACY CHANGE IN SPLIT INTEREST AGREEMENTS BOCA ROYALE GOLF TOURNAMENT 80671 5000 75671 CHRISTMAS DINNER 35886 756 35130 5454 4 47198 5000 42198 6633 163755 10756 152999 12087 12087 140912 X 1 FAIR MARKET VALUE X FILL DIRT 1 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS ANN GRAYBEAL AND BRYAN ARCHER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS WHEN RECEIVED, AND APPROVED AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST THAT SHOULD ARISE DURING THE YEAR. THIS IS MONITORED AT THE REGULAR BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS AND DETERMINES THE SALARIES FOR THE PRESIDENT AND CEO USING COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS AT THE BOARD MEETING. THEY WILL APPROVE THE RETURN AT THAT TIME. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 4,802. DONATED SERVICES AND USE OF FACILITIES: 12,384. CHANGE IN SPLIT INTEREST AGREEMENTS 7,636. CHANGE IN THE FUND FOR LEGACY -3,177. TOTAL TO FORM 990, PART XI, LINE 5: 21,645. FORM 990, PART XI, LINE 2C: THERE HAS BEEN NO CHANGE TO THE AUDIT OVERSIGHT OR AUDIT SELECTION PROCESS FROM PRIOR YEAR.