HOMES FOR INDEPENDENCE INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
HOMES FOR INDEPENDENCE INC (EIN 59-3342379)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-02-11
IRS object ID
201120429349301702
Schema version
2009v1.7
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-02-11T14:53:09-06:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1RSM McGLADREY INCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18000 TOWERS CRESCENT DR STE 500AddressLine1
CityVIENNACity
StateVAState
ZIP Code221826205ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN593342379EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1HOMES FOR INDEPENDENCE INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHOMENameControl
Phone7275387370Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12735 WHITNEY DRIVEAddressLine1
CityCLEARWATERCity
StateFLState
ZIP Code337601610ZIPCode

Officer Officer

FieldValueIRS element (for citing)
Namedavid hodgeName
Titlesenior vp and cfoTitle
Phone7275387370Phone
Date Signed2011-02-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone7033366400Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJanet SamuelsonNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12735 WHITNEY DRIVEAddressLine1
CityCLEARWATERCity
StateFLState
ZIP Code337601610ZIPCode
FieldValueIRS element (for citing)
Gross Receipts882920GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.ourpeoplework.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1995YearFormation
State Legal DomicileFLStateLegalDomicile
Activity Or Mission DescriptionTo help persons with disabilities and/or economic disadvantages to occupy safe, affordable integrated housing.ActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI5090TotalGrossUBI
Net Unrelated Business Txbl Income-5128NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year53311ContributionsGrantsPriorYear
Contributions Grants Current Year41315ContributionsGrantsCurrentYear
Program Service Revenue Prior Year657003ProgramServiceRevenuePriorYear
Program Service Revenue CY718774ProgramServiceRevenueCY
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Prior Year34148OtherRevenuePriorYear
Other Revenue Current Year122831OtherRevenueCurrentYear
Total Revenue Prior Year744462TotalRevenuePriorYear
Total Revenue Current Year882920TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year352707SalariesEtcPriorYear
Salaries Etc Current Year482062SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year9927TotalFundrsngExpCurrentYear
Other Expense Prior Year651040OtherExpensePriorYear
Other Expenses Current Year695626OtherExpensesCurrentYear
Total Expenses Prior Year1003747TotalExpensesPriorYear
Total Expenses Current Year1177688TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-259285RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-294768RevenuesLessExpensesCY
Total Assets BOY3265240TotalAssetsBOY
Total Assets EOY2836337TotalAssetsEOY
Total Liabilities BOY808254TotalLiabilitiesBOY
Total Liabilities EOY1457368TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2456986NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1378969NetAssetsOrFundBalancesEOY
Mission DescriptionThe mission of Homes for Independence, Inc. is to provide affordable housing to low income individuals and their families and to increasethe availability of affordable and accessible housing for individuals with disabilities. Homes for Independence, inc. will strive to provide individual consumer choice in the provision of affordable, safe, and sanitary housing within our community.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense395410Expense
Revenue314164Revenue
DescriptionRental: Homes for Independence currently owns 88 rental units. These units are located in Pinellas and Brevard Counties in Florida. Rents are unsubsidized, however, Section 8 vouchers are accepted. Rents are kept below market for affordability by households with annual incomes at or below 80% of the Median Family Income by family size and MSA.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense245257Expense
Revenue194863Revenue
DescriptionOwner Rehab: In Pinellas County, the City of St. Petersburg and the City of Clearwater, an owner occupied rehab program is available for low to moderate income home owners. Processing and construction oversight is provided to these entities for a fee. The number of homes rehabilitated varies annually but rarely falls below 25. At times grants are made available for elderly households and when available, the number of homes assisted increases dramatically. Rehabilitation includes major household systems (roof, HVAC etc) code upgrades (electric, plumbing) energy efficiency and weatherization, barrier removal and accessibility modifications.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense146136Expense
Revenue116108Revenue
DescriptionProperty Management: Property Management is offered to owners of rental units located within complexes where Abilities/HFI also own units in Brevard County FL. Number of units vary, however average is typically 20-25. Property management includes the management of the condo units owned by HFI and the units purchased through HUD grants.Description

Activity Other ActivityOther (3 entries)

ExpenseExpenseRevenueRevenueDescriptionDescription
5669245043Condo Association Management.
6116348596Community Housing Dev. Organization Program.
151811other programs.
FieldValueIRS element (for citing)
Total Of Other Program Service Exp269666TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev93639TotalOfOtherProgramServiceRev
Total Program Service Expense1056469TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10962NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1gene thomasBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7275387370TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12735 whitney roadAddressLine1
CityclearwaterCity
StateFLState
ZIP Code337601610ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (13 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
william sandonato
chairman/president1.00XX331218066820678
Thomas Neville
Secretary/Treasurer1.00XX000
guy klenke
assistant sec/treasurer4.00XX1816618367321967
dwight gilbert
dIRECTOR1.00X000
thomas urban
dIRECTOR1.00X000
janet samuelson
president & ceo1.00X263028957540751
david hodge
senior vp & cfo1.00X423223089214802
MARK HALL
Sr VP CORP DEVELOPMENT1.00X400721858746728
Bruce Patterson
SR VP METRO REGION1.00X193921347534671
THOMAS CHANG
VP FINANCE1.00311016966533692X
Bertha Parbey
Sr VP Human Resources1.00160917712924902X
Lisa Ward
Senior VP Comm. & Commun1.00313617107533171X
Jeff Ring
VP Contracts Administrat1.00248613560515525X
FieldValueIRS element (for citing)
Total Reportable Comp From Org44627TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1970344TotalReportableCompFrmRltdOrgs
Total Other Compensation286887TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions41315AllOtherContributions
Total Contributions41315TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
Descriptionhousing & mgt feesDescription
Business Code531310BusinessCode
Total Revenue Column718774TotalRevenueColumn
Related Or Exempt Function Income713684RelatedOrExemptFunctionIncome
Unrelated Business Revenue5090UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Program Service Revenue718774TotalProgramServiceRevenue

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
Descriptionother incomeDescription
Business Code900099BusinessCode
Total Revenue Column122831TotalRevenueColumn
Exclusion$122,831ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue122831TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column882920TotalRevenueColumn
Related Or Exempt Function Income713684RelatedOrExemptFunctionIncome
Unrelated Business Revenue5090UnrelatedBusinessRevenue
Exclusion$122,831ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total41682Total
Program Services34488ProgramServices
Management And General6581ManagementAndGeneral
Fundraising613Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total368497Total
Program Services305233ProgramServices
Management And General57871ManagementAndGeneral
Fundraising5393Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total7369Total
Program Services5809ProgramServices
Management And General1427ManagementAndGeneral
Fundraising133Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total43633Total
Program Services37657ProgramServices
Management And General5467ManagementAndGeneral
Fundraising509Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total20881Total
Program Services15720ProgramServices
Management And General4721ManagementAndGeneral
Fundraising440Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total2589Total
Program Services2589ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total37258Total
Program Services36525ProgramServices
Management And General681ManagementAndGeneral
Fundraising52Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total9961Total
Program Services9961ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total69010Total
Program Services60132ProgramServices
Management And General8049ManagementAndGeneral
Fundraising829Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total176Total
Management And General176ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total114715Total
Program Services111871ProgramServices
Management And General2602ManagementAndGeneral
Fundraising242Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total17733Total
Program Services14885ProgramServices
Management And General2591ManagementAndGeneral
Fundraising257Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total4945Total
Program Services3428ProgramServices
Management And General1388ManagementAndGeneral
Fundraising129Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total73480Total
Program Services65027ProgramServices
Management And General7732ManagementAndGeneral
Fundraising721Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total45389Total
Program Services40630ProgramServices
Management And General4353ManagementAndGeneral
Fundraising406Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Condo Maintenance Fees2055442009484596
CHDO Expenses4664646646
Bad Debt4500045000
training364612652178203
Temporary Services821444377

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total18713Total
Program Services18211ProgramServices
Management And General502ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1177688Total
Program Services1056469ProgramServices
Management And General111292ManagementAndGeneral
Fundraising9927Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY220207BOY
EOY208255EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY180525BOY
EOY3262EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY50485BOY
EOY24215EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis3256702LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec656097LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY1837697BOY
EOY2600605EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY976326BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY3265240BOY
EOY2836337EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY3557BOY
EOY79095EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY430507BOY
EOY1244170EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY374190BOY
EOY134103EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY808254BOY
EOY1457368EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1465940BOY
EOY354995EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY991046BOY
EOY1023974EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2456986BOY
EOY1378969EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3265240BOY
EOY2836337EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years92187CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years199863CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years102108CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year53311CurrentTaxYearMinus1Year
Current Tax Year41315CurrentTaxYear
Total488784Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years92187CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years199863CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years102108CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year53311CurrentTaxYearMinus1Year
Current Tax Year41315CurrentTaxYear
Total488784Total
FieldValueIRS element (for citing)
Public Support Total170488784PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years160CurrentTaxYearMinus3Years
Total160Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years144513CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years134112CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years99774CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year44523CurrentTaxYearMinus1Year
Current Tax Year122831CurrentTaxYear
Total545753Total
FieldValueIRS element (for citing)
Total Support1034697TotalSupport
Gross Receipts From Admissions Etc3724100GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.47240PublicSupportPertcentage170
Public Support Pertcent Prior Year0.55530PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance11968559BeginningOfYearBalance
Investment Earnings Or Losses446623InvestmentEarningsOrLosses
Other Expenditures438048OtherExpenditures
Administrative Expenses75447AdministrativeExpenses
End Of Year Balance11901687EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance12797202BeginningOfYearBalance
Contributions2700Contributions
Investment Earnings Or Losses-69434InvestmentEarningsOrLosses
Other Expenditures687736OtherExpenditures
Administrative Expenses74173AdministrativeExpenses
End Of Year Balance11968559EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.99360BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.00640PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis3234003OtherCostOrOtherBasis
Depreciation650147Depreciation
Book Value2583856BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis22699OtherCostOrOtherBasis
Depreciation5950Depreciation
Book Value16749BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2600605TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
SECURITY DEPOSITS$22,063
Due to ABI$112,040
FieldValueIRS element (for citing)
Total Of Amounts134103TotalOfAmounts
Total Revenue882920TotalRevenue
Total Expenses1177688TotalExpenses
Excess Or Deficit For Year-294768ExcessOrDeficitForYear
Other-$783,249OtherAmount
Total Adjustments-783249TotalAdjustments
Excess Or Deficit Per FS-1078017ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt7920066TotRevenueEtcAuditedFinclStmt
Other Revenues7037146OtherRevenues
Revenue Not Rptd F9907037146RevenueNotRptdF990
Revenue Subtotal882920RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990882920TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt9519735TotExpensesEtcAuditedFinclStmt
Other Expenses Included8342046OtherExpensesIncluded
Expenses Not Rptd F9908342046ExpensesNotRptdF990
Expenses Subtotal1177689ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901177689TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
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. Abilities Rehabilitation Center Foundation(a related organization): The earnings from the endowment (Able Trust Endowment) are available in support of programs of the Foundation. The Foundation appropriates the earnings from these endowments, as necessary, on an annual basis for the programs specified by the endowment.
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 XI, Line 8 - Other Adjustments:Transfer - CHDO Capital Advance: -783249.
Part XII, Line 2d - Other Adjustments:Interest in foundation: 77279. ABF revenue in consolidating financial statements: 6813381. HUD revenue in consolidating financial statements: 929735. Transfer - CHDO Capital Advance: -783249.
Part XIII, Line 2d - Other Adjustments:ABF expenses in consolidating financial statements: 7014757. HUD expenses in consolidating financial statements: 1324182. HFI Space Coast expenses in HFI : 3107.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
william sandonato
326917835900432309203110911699215368420097400
guy klenke
154871565962610263906968712901304168769492014320366300
janet samuelson
213623521438742613107117481982180216918582299732995900
david hodge
3574194984612333884625201709280965256449824542800
MARK HALL
343318727555830442168703962160444524283484826447400
Bruce Patterson
16461812272883171255361491635216318007225124783400
THOMAS CHANG
26871465643601964063346199219015311639326220320500
Bertha Parbey
13951536552072279376811081204111512637183220180700
Lisa Ward
26631452724682553252712971620330016371373320364900
Jeff Ring
213611653532417676261394798750616635262615099000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section B, line 11After an extensive internal review, the preliminary 990 tax return is posted to the organization's website for internal use. The returns are also made available to the members of the audit committee and board of directors for their review and comments and request for a formal meeting, if deemed necessary.
Form 990, Part VI, Section B, line 12cIt is the policy of ServiceSource Network 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 19The organization makes its conflict of interest policy, organizational documents and financial statements available to the general public upon request.
Form 990, Part VIIHFI SS ES ABF SSES OCI Janet Samuelson 1 28 2 3 2 4 David Hodge 1 16 6 7 2 8 Mark Hall 1 16 8 7 4 4 Bruce Patterson 1 22 6 3 2 6 Guy Klenke 4 0 0 36 0 0 Bertha Parbey 1 24 4 3 4 4 Lisa Ward 1 14 6 7 4 8 William Sandonato 1 16 4 7 4 8 Thomas Chang 1 24 4 2 2 8 Jeff Ring 1 18 8 3 8 2Average hours per week devoted to related organizations
form 990, part XI, line 2cthe process has been consistent with prior years.
form 990, part VII and Schedule JHFI 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. HFI 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.compensation methodology
form 990, Part IIIHomes for Independence, Inc. (HFI) was founded in 1995 as the housing division of Abilities, Inc. of Florida, a 501(c)(3) not-for-profit corporation based in Clearwater, FL. Homes for Independence serves nearly 500 individuals and family members by providing affordable, accessible and safe housing options for individuals with disabilities and low income families. HFI provides multiple program offerings, including home ownership for low to moderate income individuals, affordable rentals, low interest home improvement loans, and energy efficiency upgrades. Also property management services in Brevard County. Inclusion is the cornerstone of all of the housing programs, with a focus on integrating individuals into established condominium communities with easy access to shopping and transportation. Currently, HFI owns or manages 61 scattered site subsidized units plus 28 scattered site non-subsidized units in operation in Pinellas County, Florida, 65 unsubsidized plus 65 subsidized units in Brevard County, Florida, 40 units in Cumberland County, North Carolina and 5 units in Polk County, Florida. The units are scattered throughout 31 different condominium complexes. In tax year 2009, the program increased its efforts on energy efficiency-related upgrades. With funding from a US Department of Housing and Urban Development (HUD) grant, HFI managed energy efficient modifications to 61 households in six separate HUD 811 properties.overview
form 990, schedule R, Part IIHomes for Independence 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 tax year 2009 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.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (30 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNA
Employment Source Inc
600 AMES STREETFAYETTEVILLENC28301562253814PROVIDE EMPLOYMENT, TRAINING & OTHER SERVICES TO PERSONS WITH DISABILITIESNC501(c)(3)Line 9N/A
ServiceSource Employment Services Inc
6295 EDSALL ROAD ste 175alexANDRIAVA22312562226062to serVE THOSE WITH DISABILITIESVA501(c)(3)Line 9N/A
Abilities Inc of Florida
2735 WHITNEY ROADCLEARWATERFL33760590874493TO SERVE THOSE WITH DISABILITIESFL501(c)(3)Line 9N/A
ABILITIES REHABILITATION CENTER foundation
2735 WHITNEY ROADCLEARWATERFL33760592293228TO SERVE THOSE WITH DISABILITIESFL501(c)(3)Line 11d, III-ON/A
Community Thrift Inc
6295 EDSALL ROAD ste 175alexANDRIAVA22312541957154tO SERVE THOSE WITH DISABILITIESVA501(c)(3)Line 9N/A
Opportunity Center Inc
3030 BOWERS STREETWILMINGTONDE19802510079778TO SERVE THOSE WITH DISABILITIESDE501(c)(3)Line 9N/A
Opportunity Society Foundation
3030 BOWERS STREETwilMINGTONDE19802202588808to serVE THOSE WITH DISABILITIESDE501(c)(3)Line 9N/A
ServiceSource inc
6295 EDSALL ROAD ste 175ALEXANDRIAVA22312540901256TO SERVE THOSE WITH DISABILITIESVA501(c)(3)Line 9N/A
SERVICESOURCE FOUNDATION INC
6295 EDSALL ROAD ste 175alexANDRIAVA22312201438270to provide low income housing for those with disabilitiesVA501(c)(3)Line 9N/A
Homes for Independence Inc (NC)
2735 WHITNEY ROADcLEARWATERFL33760262833829to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Homes for Independence Properties Inc
2735 WHITNEY ROADcLEARWATERFL33760262775108to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Homes for Independence Space Coast Inc
2735 WHITNEY ROADcLEARWATERFL33760262799386to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at Morningside Inc
2735 WHITNEY ROADcLEARWATERFL33760593317445to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at Fountain Square Inc
2735 WHITNEY ROADcLEARWATERFL33760593317443to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at Windjammer Inc
2735 WHITNEY ROADcLEARWATERFL33760593352353to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at Windjammer II Inc
2735 WHITNEY ROADcLEARWATERFL33760593352353to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at Woodside Inc
2735 WHITNEY ROADcLEARWATERFL33760593352350to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at Casablanca Inc
2735 WHITNEY ROADcLEARWATERFL33760593555080to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at Windover Inc
2735 WHITNEY ROADcLEARWATERFL33760593555082to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at Parklane Inc
2735 WHITNEY ROADcLEARWATERFL33760593617978to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at Crestview Inc
2735 WHITNEY ROADcLEARWATERFL33760311765941to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at St Andrews Cove Inc
2735 WHITNEY ROADcLEARWATERFL33760223849222to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at College Pines Inc
2735 WHITNEY ROADcLEARWATERFL33760223849262to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at San Jaun Inc
2735 WHITNEY ROADcLEARWATERFL33760550807511to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at San Jaun II Inc
2735 WHITNEY ROADcLEARWATERFL33760510491999to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at Briarcliff Inc
2735 WHITNEY ROADcLEARWATERFL33760341979530to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at English Park(eagles nest)
2735 WHITNEY ROADcLEARWATERFL33760510530355to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at Eagles Nest-Lake Bentley
2735 WHITNEY ROADcLEARWATERFL33760510530353to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at Bartons Landing Inc
2735 WHITNEY ROADcLEARWATERFL33760510614539to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
Abilities at Cumberland Towers Inc
2735 WHITNEY ROADcLEARWATERFL33760261686054to provide low income housing for those with disabilitiesFL501(c)(3)Line 9N/A
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1ABILITIES REHABILITATION CENTER foundationBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeCTransactionType
Amount Involved41315AmountInvolved

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