2013-04-04T13:52:17-05:00 2012-06-30 952835976 MACFARLANE FALETTI & CO LLP 115 E MICHELTORENA ST 200 SANTA BARBARA CA 93101 990 2011-07-01 953642272 EASY LIFT TRANSPORTATION INC EASY 8056811416 53 CASS PLACE NO D SANTA BARBARA CA 93117 ERNESTO PAREDES 8056811416 2013-03-29 1 MACFARLANE FALETTI CO LLP P00161999 8059664157 2011 2016-02-25 16:41:14Z ERNESTO PAREDES 53 CASS PLACE NO D SANTA BARBARA CA 93117 2212962 0 X WWW.EASYLIFT.ORG X 1981 CA TRANSPORTATION FOR THE ELDERLY AND/OR DISABLED 5 5 46 6 0 0 267951 503798 1647329 1704526 -35962 -9780 3310 3751 1882628 2202295 0 0 0 0 1084335 1101257 0 0 65865 798620 838182 1882955 1939439 -327 262856 851434 1117586 52711 56007 798723 1061579 X EASY LIFT IS A NON-PROFIT, CHARITABLE ORGANIZATION ESTABLISHED TO PROVIDE TRANSPORTATION TO SENIOR CITIZENS AND PEOPLE WITH DISABILITIES IN SOUTH SANTA BARBARA COUNTY WHO CANNOT USE REGULAR BUS SERVICE. 0 0 1599755 1708277 AS THE DESIGNATED CONSOLIDATED TRANSPORTATION SERVICE AGENCY FOR SOUTH SANTA BARBARA COUNTY, EASY LIFT ADDRESSES TRANSPORTATION NEEDS BY VULNERABLE NICHES OF OUR COMMUNITY RANGING FROM THE ELDERLY AND DISABLED TO IMPOVERISHED CHILDREN TO HOMELESS VETERANS. THE DIAL-A-RIDE PROGRAM PRIMARILY DEFINES EASY LIFT. INDIVIDUALS REQUIRE OUR PARATRANSIT SERVICES TO VISIT MEDICAL AND OTHER SERVICE CENTERS ESSENTIAL TO THEIR PHYSICAL AND MENTAL HEALTH, SHOP, AND VISIT WITH FAMILY. OF THE 1,650 CURRENT PASSENGERS, 70% REPORT LOW INCOME, APPROXIMATELY 38% USE MOBILITY DEVICES AND 70% ARE ELDERLY.CAT IS OUR OTHER FUNDAMENTAL PROGRAM. EASY LIFT FOUND TRANSPORTATION WAS LACKING FOR UNDERPRIVILEGED CHILDREN TO ACCESS LIFE BETTERMENT PROGRAMS AND NOW DEDICATE ONE FULL TIME VEHICLE FOR CAT, AT NO CHARGE TO THE FAMILY OR THE YOUTH AGENCIES WITH WHOM WE COLLABORATE. 100% OF THE 300 UNDUPLICATED CHILDREN SERVED ARE FROM LOW INCOME HOMES, TRANSITIONAL HOUSING, OR SHELTERS, AND USE CAT TO REACH SCHOOL, AFTER-SCHOOL PROGRAMS, COUNSELING, CAMPS, AND OTHER GROUP ACTIVITIES WHICH FOSTER A PROMISING FUTURE. 1599755 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 46 1 0 0 0 0 0 1 1 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 0 1 1 0 CA X POLLY SUMNER 8056811416 53 CASS PLACE NO D GOLETA CA 93117 MAC A JOHNSON 2.00 X X 0 0 0 KAREN JOHNSON 0.50 X X 0 0 0 DAVE JOHNSON 0.50 X 0 0 0 MATT DENTINGER 0.50 X 0 0 0 ERIC MILLER 0.50 X 0 0 0 GARY OWEN 0.50 X X 0 0 0 ERNESTO PAREDES 40.00 X 99667 0 11393 POLLY SUMNER 40.00 X 66632 0 3208 166299 0 14601 0 0 0 0 0 28662 475136 2250 503798 GOVERNMENT PAID FEES 480000 908159 908159 CONTRACT AND USER FEE 480000 796367 796367 1704526 487 487 400 10667 -10267 -10267 -10267 MISCELLANEOUS 480000 3751 3751 3751 2202295 1708277 0 -9780 194621 173571 21050 754524 740136 1714 12674 79981 74755 3155 2071 72131 57115 12507 2509 5877 5877 9250 9250 14181 10254 3927 17767 15457 1777 533 62932 48265 14667 6207 310 5897 117568 111690 5878 156344 136019 20325 FUEL AND OIL 190242 189291 951 REPAIRS AND MAINTENANCE 104017 101937 2080 WORKERS COMP INSURANCE 74142 70435 3707 FUNDRAISING EXPENSES 27028 27028 52627 44091 8536 1939439 1599755 273819 65865 62174 149551 278733 487458 68339 100719 62111 56559 953005 634005 375927 319000 4150 4299 851434 1117586 52711 56007 52711 56007 X 583131 834381 215592 227198 798723 1061579 851434 1117586 262856 0 X X 0 1 1 X 0 X 1177189 266151 224853 267951 503798 2439942 1177189 266151 224853 267951 503798 2439942 282599 2157343 7559 1707 614 742 487 11109 27781 3139 8133 3310 3751 46114 2497165 7023790 0.86390 0.91960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 215592 71438 59832 227198 506179 62665 353252 215592 503884 160058 157763 506179 617349 93584 207049 503884 1.00000 0 0 953005 634005 319000 319000 2202295 1939439 262856 262856 2202295 0 2202295 0 2202295 1939439 0 1939439 0 1939439 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INCLUDED IN TEMPORARILY RESTRICTED NET ASSETS IS EQUIPMENT WITH A NET BOOK VALUE OF $142,040 WHOSE USE IS RESTRICTED TO THE PROGRAM FOR A CERTAIN TIME; THE BALANCE IS EXPENDABLE ON VARIOUS PROGRAMS OVER THE NEXT YEAR. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2012, OR FOR ANY YEAR FOR WHICH THE STATUTE OF LIMITATIONS IS OPEN. FORM 990, PART VI, SECTION B, LINE 11 THE 990 WILL BE APPROVED AT THE MONTHLY FINANCE COMMITTEE MEETING WITH THE BOARD PRESIDENT AND BOARD TREASURER PRIOR TO FILING THE RETURN. THE 990 IS AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THERE IS A CONFLICT OF INTEREST POLICY FOR THE EMPLOYEES OF THE ORGANIZATION WHICH IS STATED IN THE EMPLOYEE MANUAL. COMPLIANCE IS MONITORED THROUGH PERIODIC EMPLOYEE EVALUATIONS. THERE IS NO REQUIREMENT OF ANNUAL DISCLOSURE OF CONFLICTS BY OFFICERS, DIRECTORS, TRUSTEES & KEY EMPLOYEES; HOWEVER, THEY KNOW OF THE CONFLICT OF INTEREST POLICY THROUGH THEIR APPROVAL OF THE CURRENT EMPLOYEE HANDBOOK. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES INDEPENDENT REVIEW, PERTINENT EXPERIENCE, AND COMPARABILITY DATA TO DETERMINE EXECUTIVE COMPENSATION. THE PROCESS IS DOCUMENTED IN THE HUMAN RESOURCE FILE FOR THE EXECUTIVE DIRECTOR. THE ORGANIZATION USES SIMILAR METHODS TO DETERMINE THE COMPENSATION OF OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC DURING BUSINESS HOURS, APPOINTMENT, AND BY MAIL UPON REQUEST. DOCUMENT RETENTION AND DESTRUCTION POLICY FORM 990, PAGE 6, SECTION B POLICIES, LINE 14 NO WRITTEN DOCUMENT RETENTION POLICY AND DESTRUCTION POLICY EXIST YET. THE ORGANIZATION RETAINS DOCUMENTS FOR 8 YEARS, AFTER WHICH TIME DOCUMENTS WHICH ARE TO BE DESTROYED ARE SHREDDED. FINANCIAL STATEMENT OVERSIGHT FORM 990, PART XII, LINE 2C: THE REVIEW PROCEDURE OF THE FINANCIAL STATEMENTS IS PERFORMED BY THE ORGANIZATION'S FINANCE COMMITTEE. THE FINANCE COMMITTEE HAS THE DUTY OF REVIEW AND APPROVAL, AND RECOMMENDS TO THE BOARD THE ACCEPTANCE OF THE FINANCIAL STATEMENTS.