2011-04-18T10:24:47-05:00 2010-06-30 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16th FLOOR LOS ANGELES CA 900243929 990 2009-07-01 951690983 ABILITYFIRST ABIL 6263961010 1300 East Green Street Pasadena CA 911062606 Steve Schultz 6263961010 2011-04-09 1 PATRIZIA C COPPING 3108731600 2009 2016-02-24 21:20:13Z Steve Schultz 1300 East Green Street Pasadena CA 911062606 14681579 0 3923 X www.abilityfirst.org X 1926 CA Help children and adults with physical & developmental disabilities. 16 16 697 917 298166 36769 10709511 9804455 1149202 1557663 -392240 1349368 414558 367802 11881031 13079288 0 0 9484324 9002847 0 921991 4697008 4558501 14181332 13561348 -2300301 -482060 51020047 53931478 1546867 1700511 49473180 52230967 ABilityFirst provides programs and services to help children and adults with physical and developmental disabilities realize their full potential throughout their lives. 0 0 4586507 465065 Recreational and Socialization Services:AbilityFirst operates seven community centers throughout Southern California and served 467 children and adults with developmental disabilities. School age children participated in after school and summer enrichment programs designed to develop key life skills and build confidence. Adults participated in day programs designed to assist them in setting and realizing specific goals and to pursue activities they find interesting, meaningful and enriching. 3631531 704948 Employment Services: AbilityFirst employed and placed 222 people with developmental disabilities. Opportunities to learn and develop job skills occurred at three work centers that fulfilled contracts for over 50 business partners through work that included assembly, packaging, and mailing. AbilityFirst also operates a competitive document destruction business that served nearly 100 Southern California companies. Finally, AbilityFirst's Supported Employment program supported 66 people with disabilities at businesses within a wide range of industries, including food services, retail, security, and janitorial. 1184945 141307 Camping Services: AbilityFirst Camp Paivika in the San Bernardino Mountains provided camp programs to 560 children, teens, and adults with physical & developmental disabilities. On ten acres overlooking Southern California, Camp Paivika provided 4, 5, & 9-night summer sessions as well as weekend winter camp sessions. Campers were supported by specially trained staff & participated in traditional camp activities including horseback riding, archery, swimming, cookouts & campfires, arts & crafts, nature hikes, etc. In 2009 all government funding for camp services was eliminated and AbilityFirst was successful at replacing this revenue with contributions & private payments. 1500122 246343 1500122 246343 10903105 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 88 0 697 1 1 1 0 0 0 0 1 1 0 1 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X STEVE SCHULTZ 6263961010 1300 East Green Street Pasadena CA 911062606 John Kelly 1.00 X 0 0 0 Richard R Frank 1.00 X 0 0 0 Maria French 1.00 X 0 0 0 Ray C Cherry 1.00 X 0 0 0 Mordena Moore 1.00 X 0 0 0 David Seastrom 1.00 X 0 0 0 Sanford L Smith 1.00 X 0 0 0 Mark Fedde 1.00 X 0 0 0 Patricia Vick 1.00 X 0 0 0 Jay R Henneberry 1.00 X 0 0 0 Angela J Reddock 1.00 X 0 0 0 Farid Hassanpour 1.00 X 0 0 0 Carol Llewellyn 1.00 X X 0 0 0 Steve Brockmeyer 1.00 X X 0 0 0 David W King 1.00 X X 0 0 0 Berlinda F JAmerson 1.00 X X 0 0 0 Lori E Gangemi 40.00 X 241285 0 23370 Steve Schultz 40.00 X 146152 0 15991 Mary Beth Perrine 40.00 X 125350 0 14499 512787 0 53860 3 0 1 0 Temcor 879 WEST 190TH STREET Gardena CA 90248 Construction 188080 DAVIS WRIGHT TREMAINE LLP 1201 THIRD AVE STE 2200 seattle WA 98101 legal services 147299 2 109775 379830 6946360 2368490 38995 9804455 Private Pay Program Fe 900099 852715 852715 workshop - contracts 900099 704948 704948 1557663 1131263 1131263 329807 329807 329807 296179 33628 1700769 62 1482726 218043 62 218105 218105 98799 379830 108667 -9868 -9868 11260 1392 9868 9868 11493 9506 1987 1987 Other Income 900099 36008 36008 36008 13079288 1557663 298166 1419004 393586 167839 196793 28954 6894264 5907386 552218 434660 338822 290828 31470 16524 846521 726610 78627 41284 529654 450609 46056 32989 275149 54671 185939 34539 33627 33627 147858 147858 127376 31991 75174 20211 297862 141938 80944 74980 1238756 1070406 88242 80108 281229 253004 12430 15795 32455 13253 13819 5383 655818 552893 87680 15245 172560 149109 12292 11159 Program Supplies 369180 369180 Contract Materials 196885 196885 Equip. Lease & Maint. 142308 127760 4898 9650 Tenant Rent Subsidy 100578 100578 data processing 66261 45477 10338 10446 420599 252688 77847 90064 13561348 10903105 1736252 921991 404486 703987 2379561 2157525 1256279 716008 1224330 1301330 154441 133766 125604 88478 19909973 8440092 11537533 11469881 28272134 31230649 5665679 6129854 51020047 53931478 1543595 1700511 3272 1546867 1700511 X 23980213 23549796 20623756 23574507 4869211 5106664 49473180 52230967 51020047 53931478 X 0 1 1 X 0 X 13691564 10377032 10662616 10709511 9804455 55245178 13691564 10377032 10662616 10709511 9804455 55245178 3086472 52158706 1253211 1932081 2694538 1789683 1461070 9130583 12292 62144 24444 36769 135649 453 227261 36008 263722 64775132 6026461 0.80520 0.82580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1162918 4478 194018 1361414 2391234 -1209190 19126 1162918 0.89000 0.11000 0 0 1277963 1277963 15447205 6804643 8642562 195393 152651 42742 2264279 1482798 781481 725133 725133 11469881 Security and insurance deposits 79656 Beneficial Interests in Perpetual Trusts 3884587 Beneficial Interests in Charitable Remainder Trusts 2165611 6129854 13079288 13561348 -482060 2783315 456532 3239847 2757787 16180783 2783315 466038 3249353 12931430 147858 147858 13079288 13422996 9506 9506 13413490 147858 147858 13561348 Part V, Line 4: Description of Intended Use of Endowment Funds: Endowment funds are established for permanent endowment, which is to provide permanent source of income to the organization. Part XI, Line 8 - Other Adjustments: Change in Value - Beneficial Interest in Perpetual Trusts: 232975. Change in Value - Beneficial Interest in Charitable Remainder Trusts: 223557. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD: 9506. Change in Value - Beneficial Interest in Perpetual Trusts: 232975. Change in Value - Beneficial Int. in Charitable Remainder Trusts: 223557. Part XIII, Line 2d - Other Adjustments: COST OF GOODS SOLD: 9506. LA Marathon 281580 251024 30556 30556 Festival of Fall 105833 74568 31265 33368 14 91216 54238 36978 44743 478629 379830 98799 108667 108667 -9868 X X X X 0 0 0 0 0 0 0 0 0 Lori E Gangemi 234837 0 0 0 6448 0 0 0 23370 0 264655 0 0 0 Steve Schultz 128745 0 0 0 17407 0 0 0 15991 0 162143 0 0 0 X 11 6475 Gross Sales X 3 10300 FMV X 15 22220 FMV 0 0 1 1 Method for Determining Number of Contributors: Part I, Column (b): Non cash donations are listed by total number of contributions received. Third Party Use: Part I, Line 32b: the organization used their money manager, Halbert Hagrove Investment Counsel, to sell the donated stock. Form 990, Part VI, Section B, line 11 The form 990 is reviewed by the board of directors prior to being filed. Form 990, Part VI, Section B, line 12c Prior to election and on a not less than annual basis, AbilityFirst Board members sign a declaration statement disclosing any conflicts of interest. The conflict of interest policy and the Board member Conflict of Interest forms are monitored by the Board Chair and the Governance/Nominating Committee. Form 990, Part VI, Section B, line 15 CEO/CFO: A compensation report is prepared by an independent firm every two years to determine competitive salaries for the AbilityFirst CEO and CFO. The Board delegates the authority to the Executive Committee to evaluate and set compensation levels for the CEO and CFO. Proposed compensation increases for the CEO and CFO must be approved by the Board if, 1) a proposed increase in base salary exceeds the current base salary by more than 10% or if, 2) a proposed bonus exceeds the prior year's base salary by more than 10% or if, 3) a proposed increase in base salary exceeds by 10% or more the 50th percentile of the compensation report issued by the independent firm. For Employees other than CEO/CFO: The CEO proposes an annual budget that includes an increase pool. After the agency wide budget is approved by the Finance Committee and the Board of Directors, a budget for salary increases then becomes available for each Manager to award their staff based on an employee's performance evaluation. All compensation changes are subject to review by the CEO and Director of Human Resources. And the CEO approves all compensation increases. Form 990, Part VI, Section C, line 19 The financial statements are available on the organization's website as well as included on the annual report posted on the website. The governing documents and conflict of interest policy are available to the general public upon request. 2009 Form 990, Part XI, line 2C Financial Statements and Reporting No changes were made to the oversight process or selection process during the tax year, as compared to the prior tax year.