2011-02-14T09:31:27-06:00 2010-06-30 RSM MCGLADREY INC 8000 TOWERS CRESCENT DR STE 500 VIENNA VA 221826205 990 2009-07-01 341979530 ABILITIES AT BRIAR CLIFF INC ABIL 7275387370 2735 WHITNEY ROAD CLEARWATER FL 33760 DAVID HODGE 7275387370 2011-02-11 1 7033366400 2009 2016-02-24 21:20:13Z JANET SAMUELSON 2735 WHITNEY ROAD CLEARWATER FL 33760 64980 0 X N/A X 2004 NC TO PROVIDE LOW-INCOME HOUSING FOR INDIVIDUALS WITH SEVERE DISABILITIES. 5 3 0 0 0 0 0 44610 64928 46 52 0 44656 64980 0 0 5016 6168 0 0 92849 91308 97865 97476 -53209 -32496 1377091 1342868 1558072 1556345 -180981 -213477 To provide low-income housing for individuals with severe disabilities. 0 0 77088 64928 the organization rents rehabilitated housing facilities to people with severe physical disabilities who are classified as low-income. 77088 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 5 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X GENE THOMAS 7275387370 2735 WHITNEY ROAD CLEARWATER FL 33760 X William sandonato jr 1.00 X X 0 183980 20678 Lori sandonato 1.00 X X 0 0 0 Thomas Neville 1.00 X X 0 0 0 guy klenke 1.00 X 0 201839 21967 Thomas Urban 1.00 X 0 0 0 Janet Samuelson 1.00 X 0 292205 40751 David Hodge 1.00 X 0 235124 14802 0 913148 98198 0 0 1 0 0 tenant assistance 900099 42105 42105 rent income 900099 22823 22823 64928 52 52 64980 64928 0 52 6168 6168 8277 8277 3472 3472 2809 2809 9254 6955 2299 172 172 38766 38766 5782 5782 condominium fees 19460 19460 other expenses 2810 2810 taxes and licenses 506 506 97476 77088 20388 0 59059 65485 1391 987 7130 5651 1433955 163210 1309511 1270745 1377091 1342868 16373 14713 1541699 1541632 1558072 1556345 X -180981 -213477 -180981 -213477 1377091 1342868 X 0 1 1 X 0 X 11261 32314 33658 44610 64980 186823 11261 32314 33658 44610 64980 186823 0 0 0 186823 1 13 39 46 52 151 1 13 39 46 52 151 11262 32327 33697 44656 65032 186974 0.99920 0.99920 0.00080 0.00080 X 11892430 446623 438048 75447 11825558 12721073 2700 -69434 687736 74173 11892430 1.00000 0 1 1 1433955 163210 1270745 1270745 HUD Capital Advance 1467700 Due to Related Party 70932 Security Deposit 3000 1541632 64980 97476 -32496 0 -32496 7920066 7855086 7855086 64980 0 64980 9519735 9422259 9422259 97476 0 97476 Part V, Line 4: Description of Intended Use of Endowment Funds: ServiceSource, Inc: Income from the Fund is used to pay for the defined contribution retirement plan expenses for employees who are not otherwise covered by retirement plans, and to subsidize the wage differential between commensurate wages( from productivity measurement)and the prevailing/minimum wages, and for the benefit of employees with disabilities. Opportunity Center, Inc: OCI's endowment represents Board designated net assets, the income from which is expended to support OCI's operations. OCI's investment objective is to earn a respectable, long-term, risk-adjusted total return to support their long-term programs. Certain investments are subject to the designation of the Board of Directors requiring that the endowed principal and investment income be invested in a separate investment portfolio. OCI is primarily invested in equity securities and money market funds. Investment earnings in excess of Board-determined benchmarks can be utilized for Board specified operating purposes. The Board has designated net assets of $60,000 to be used annually for operations. Part X: Description of Uncertain Tax Positions Under FIN 48: Management evaluated the organization's tax positions and concluded that the organization had taken no uncertain tax positions that require adjustment to the financial statements. Part XII, Line 2d - Other Adjustments: Interest in Foundation: 77279. HFI Revenue in Consolidating financial statmens: 7631321. HUD Revenue in consolidated financial statements: 929735. transfer - chdo capital advance: -783249. Part XIII, Line 2d - Other Adjustments: hfi expenses in consolidating financial statements: 8098077. hud expenses in consolidating financial statements: 1324182. X X X X 0 0 0 0 0 0 0 0 0 William sandonato jr 0 181628 0 0 0 2352 0 11294 0 9384 0 204658 0 0 guy klenke 0 172083 0 29000 0 756 0 14331 0 7636 0 223806 0 0 Janet Samuelson 0 237350 0 43000 0 11855 0 22000 0 18751 0 332956 0 0 David Hodge 0 198558 0 34000 0 2566 0 9450 0 5352 0 249926 0 0 Form 990, Part VI, Section A, line 2 William sandonato, jr has a family relationship with Lori Sandonato. Form 990, Part VI, Section B, line 11 After an extensive internal review, The return is provided to the entire board before it is filed with the IRS. Form 990, Part VI, Section B, line 12c It is the policy of abilities at Briar Cliff, Inc that all business transactions, whether within the corporation or with clients, customers, or vendors, must be conducted with impartiality and integrity. Corporation employees, officers, and agents should avoid business or personal relationships that may compromise their integrity and objectivity. Form 990, Part VI, Section C, line 19 The organization makes its conflict of interest policy, organizational documents and financial statements available to the general public upon request. Part XI, Line 2c The process has been consistent with prior years. Form 990, Part VII Average hours per week devoted to related organizations ABC HFI SS ES ABF SSES OCI Guy Klenke 1 4 0 0 36 0 0 William Sandonato 1 1 16 4 7 4 8 Janet Samuelson 1 1 28 2 2 2 4 David Hodge 1 1 16 6 6 2 8 form 990, part VII and Schedule J compensation methodology Abilities at Briar cliff, inc does not compensate anyone shown in Part VII of the Form 990 or Schedule J, Part II. The compensation shown in these sections is paid by the ServiceSource, Inc, the organization's related organization. Abilities at Briar cliff, inc relies on the compensation determination methodology of the ServiceSource, Inc The following is the compensation methodology used by ServiceSource, Inc: ServiceSource Network engaged Mercer Consulting in 2008 to do a study and provide recommendation on the executive pay. The study took about 6 months, and it involved in the comprehensive comparison of responsibilities of the position with similar positions in other non-profit organizations, and government agencies. Also it took into account of the geographic disparities due our dispersed operations. As result of the study, several vice president level positions were created, and there were some salary adjustments made. form 990, schedule R, part II Abilities at Briar cliff, inc is part of the ServiceSource Network, which is comprised of five affiliate offices, including ServiceSource in Alexandria, Virginia; Central Fairfax Services in Springfield, Virginia; Employment Source in Fayetteville, North Carolina; OCI in Wilmington, Delaware; abilities of Florida in Clearwater, Florida. From Florida to Pennsylvania and west to Colorado, the ServiceSource Network collectively employs nearly 1,600 people with disabilities and provides employment and other support services more than 11,000 individuals. Collectively, the ServiceSource Network generated $127.3 million in revenue in 2009 tax year to support its mission of providing individuals with disabilities an exceptional service delivery experience through innovative and valued employment, training and support services to help them become active, integral and valued members of their communities. Employment Source Inc 600 AMES STREET FAYETTEVILLE NC 28301 562253814 PROVIDE EMPLOYMENT, TRAINING & OTHER SERVICES TO PERSONS WITH DISABILITIES NC 501(c)(3) Line 9 N/A ServiceSource Employment Services Inc 6295 EDSALL ROAD ste 175 alexANDRIA VA 22312 562226062 to serVE THOSE WITH DISABILITIES VA 501(c)(3) Line 9 N/A Abilities Inc of Florida 2735 WHITNEY ROAD CLEARWATER FL 33760 590874493 TO SERVE THOSE WITH DISABILITIES FL 501(c)(3) Line 9 N/A Homes for Independence 2735 WHITNEY ROAD CLEARWATER FL 33760 593342379 TO SERVE THOSE WITH DISABILITIES FL 501(c)(3) Line 7 N/A Community Thrift Inc 6295 EDSALL ROAD ste 175 alexANDRIA VA 22312 541957154 tO SERVE THOSE WITH DISABILITIES VA 501(c)(3) Line 9 N/A Opportunity Center Inc 3030 BOWERS STREET WILMINGTON DE 19802 510079778 TO SERVE THOSE WITH DISABILITIES DE 501(c)(3) Line 9 N/A Opportunity Society Foundation 3030 BOWERS STREET wilMINGTON DE 19802 202588808 to serVE THOSE WITH DISABILITIES DE 501(c)(3) Line 9 N/A ServiceSource inc 6295 EDSALL ROAD ste 175 ALEXANDRIA VA 22312 540901256 TO SERVE THOSE WITH DISABILITIES VA 501(c)(3) Line 9 N/A SERVICESOURCE FOUNDATION INC 6295 EDSALL ROAD ste 175 alexANDRIA VA 22312 201438270 TO SERVE THOSE WITH DISABILITIES VA 501(c)(3) Line 9 N/A Homes for Independence Inc (NC) 2735 WHITNEY ROAD cLEARWATER FL 33760 262833829 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Homes for Independence Properties Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 262775108 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Homes for Independence Space Coast Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 262799386 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at Morningside Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 593317445 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at Fountain Square Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 593317443 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at Windjammer Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 593352353 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at Windjammer II Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 593352353 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at Woodside Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 593352350 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at Casablanca Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 593555080 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at Windover Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 593555082 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at Parklane Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 593617978 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at Crestview Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 311765941 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at St Andrews Cove Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 223849222 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at College Pines Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 223849262 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at San Jaun Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 550807511 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at San Jaun II Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 510491999 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at English Park(eagles nest) 2735 WHITNEY ROAD cLEARWATER FL 33760 510530355 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at Eagles Nest-Lake Bentley 2735 WHITNEY ROAD cLEARWATER FL 33760 510530353 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at Bartons Landing Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 510614539 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A Abilities at Cumberland Towers Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 261686054 to provide low income housing for those with disabilities FL 501(c)(3) Line 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0