2013-01-21T10:04:38-06:00 2012-09-30 410746749 CLIFTONLARSONALLEN LLP 811 EAST MAIN STREET LAKELAND FL 33801 990 2011-10-01 590812958 ALLIANCE FOR INDEPENDENCE INC ALLI 8636653846 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 SHIRLEY BALOGH 8636653846 2013-01-16 1 TORI LEHMAN P00313085 8636877000 2013-01-16 2011 2016-02-25 16:41:14Z SHIRLEY BALOGH 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 1468451 0 X WWW.AFI-FL.ORG X 1954 FL OFFERING INDIVIDUALS WITH DISABILITIES THE AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH AND ACHIEVEMENT THROUGH AWARENESS, EDUCATION, COMMUNITY RESOURCES, AND PERSONAL RELATIONSHIPS. INDIVIDUALIZED SKILLS TRAINING IN VOCATIONAL, ACADEMIC, SOCIAL SKILLS AND INDEPENDENT LIFE SKILLS AREAS ARE OFFERED TO PROMOTE AND SUPPORT THE MAXIMIZATION OF INDEPENDENCE FOR EVERY PERSON SERVED. 28 28 141 67 0 0 731693 445961 998196 881786 13558 13843 109284 89392 1852731 1430982 0 0 0 0 1293303 1149190 0 0 26240 536849 503222 1830152 1652412 22579 -221430 776084 790624 172315 352224 603769 438400 X OFFERING INDIVIDUALS WITH DISABILITIES THE AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH AND ACHIEVEMENT THROUGH AWARENESS, EDUCATION, COMMUNITY RESOURCES, AND PERSONAL RELATIONSHIPS. INDIVIDUALIZED SKILLS TRAINING IN VOCATIONAL, ACADEMIC, SOCIAL SKILLS AND INDEPENDENT LIFE SKILLS AREAS ARE OFFERED TO PROMOTE AND SUPPORT THE MAXIMIZATION OF INDEPENDENCE FOR EVERY PERSON SERVED. 0 0 358326 258310 GROUP HOMES:YEAR-ROUND RESIDENCE PROVIDING SUPERVISION AND INDEPENDENT SKILLS/COMMUNITY INTEGRATION TRAINING TO: 5 ADULT MALE RESIDENTS (CARLETON HOME) 4 ADULT FEMALE RESIDENTS (DENTON HOME)SERVICES AND SUPPORT ARE AVAILABLE 24 HOURS PER DAY, 365 DAYS PER YEAR. ALL INDIVIDUALS ARE INVOLVED IN A VOCATIONAL/DAY ACTIVITY PROGRAM. 1028105 623476 ADULT DAY TRAINING:TEACHING VOCATIONAL ACADEMIC, SOCIAL AND BASIC LIFE SKILLS TO DISABLED ADULTS WHICH PROMOTES A HIGHER LEVEL OF INDEPENDENCE. ACHIEVING MORE THAN 440 MAJOR GOALS PER YEAR DEMONSTRATES THE ABILITIES AND DESIRE TO SUCCEED BY THOSE SERVED.SERVING APPROXIMATELY 110 ADULTS, 240 DAYS PER YEAR, MONDAY THROUGH FRIDAY. 55533 MAINTENANCE:2 FULL-TIME STAFF WHO MAINTAIN THE BUILDINGS AND GROUNDS FOR AFI INCLUDING ADMINISTRATIVE BUILDING, SKILLS, & TECO, AND GROUP HOMES. 1441964 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 0 0 141 1 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X SHIRLEY BALOGH 8636653846 1038 SUNSHINE DRIVE EAST LAKELAND FL 33801 JENNIFER ADAMS 1.00 X 0 0 0 JOHN BURTON 1.00 X 0 0 0 MONROE HASKINS 1.00 X 0 0 0 CAROL ASBILL 1.00 X 0 0 0 HILARY CRENSHAW 1.00 X 0 0 0 DEBORAH HEATHERLEY 1.00 X 0 0 0 SARAH BARNETT 1.00 X 0 0 0 JOHN DORAN 1.00 X 0 0 0 ANDREW HERNAN 1.00 X X 0 0 0 LARRY BULL 1.00 X 0 0 0 JAMES HARMER 1.00 X 0 0 0 J MICHAEL HUNTER 1.00 X 0 0 0 SUZETTE JONES 1.00 X 0 0 0 DAVID RAMOS CPA 1.00 X X 0 0 0 SCOTT SLOMAN 1.00 X X 0 0 0 TIMOTHY KILEY 1.00 X X 0 0 0 JAMES REHBERG 1.00 X 0 0 0 KAREN VOLKMANN 1.00 X 0 0 0 CHARLES LAKE 1.00 X 0 0 0 BART ROSS 1.00 X 0 0 0 ANN-MARIE WENDEL 1.00 X 0 0 0 RON LOSCH 1.00 X 0 0 0 SENA SCHIRM 1.00 X 0 0 0 WILLIAM WHEELER JR 1.00 X 0 0 0 SHERRIE LONG 1.00 X 0 0 0 ANTHONY SENZAMICI JR 1.00 X 0 0 0 RICHARD WILLS 1.00 X 0 0 0 THOMAS PATTERSON 1.00 X 0 0 0 SHIRLEY BALOGH 39.00 X 85051 0 5886 85051 0 5886 0 0 0 0 0 445961 445961 ADULT DAY TRAINING 624310 623476 623476 GROUP HOMES 624310 258310 258310 881786 13843 13843 102576 37469 65107 65107 OTHER INCOME 624310 24285 24285 24285 1430982 881786 0 103235 91431 22858 68573 896170 851240 28622 16308 10203 8201 1702 300 80816 68493 9757 2566 70570 62751 6646 1173 38185 31994 6191 4150 2179 1971 26460 25061 1399 128936 120898 7248 790 70591 67381 3210 756 698 58 7734 667 7067 68188 65420 2768 61055 27036 28916 5103 CLIENT WAGES 33715 33715 MISCELLANEOUS 26103 17649 8454 PERSONAL ALLOWANCES AND 22991 22250 741 BAD DEBT EXPENSE 6000 6000 8358 7473 885 1652412 1441964 184208 26240 49268 40356 12257 14960 74052 59564 2027754 1738240 326590 289514 309351 381663 4316 4316 250 251 776084 790624 92677 102634 79638 249590 172315 352224 X 556604 403113 47165 35287 603769 438400 776084 790624 X -221430 56061 X 0 1 1 X 0 X 402186 343772 342977 731693 445961 2266589 402186 343772 342977 731693 445961 2266589 2266589 30288 14247 11844 13558 13843 83780 58870 66165 102530 137837 126861 492263 2842632 5909885 0.79740 0.78570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76526 76526 1313165 1184342 128823 597234 531685 65549 40829 22213 18616 289514 1430982 1652412 -221430 56061 56061 -165369 1524512 56061 37469 93530 1430982 0 1430982 1689881 37469 37469 1652412 0 1652412 PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING COSTS 37,469. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING COSTS 37,469. CULINARY TRAINING 25000 25000 2058 WINE FESTIVAL 67080 67080 15182 6 10496 10496 20229 102576 102576 37469 37469 65107 FORM 990, PART VI, SECTION B, LINE 11 DRAFT FORM 990 IS EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST QUESTIONAIRE IS FILLED OUT AND SIGNED BY EACH BOARD MEMBER ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL REVIEW IS GIVEN TO THE CEO/PRESIDENT AND IS BASED ON INTERVIEWS WITH OTHERS IN THE ORGANIZATION. A REVIEW OF CURRENT COMMENSURATE COMPENSATION FOR THE POSITION IN THIS REGION IS REVIEWED ALONG WITH PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 56,061.