2011-11-07T15:35:30-06:00 2011-06-30 Kreischer Miller 100 Witmer Road Suite 350 Horsham PA 190442369 990 2010-07-01 231370508 Associated Services for the Blind Inc ASSO 2156270600 919 Walnut Street Philadelphia PA 19107 Patricia C Johnson 2156270600 2011-10-26 1 Brad Frederick 2154414600 2010 2016-03-07 17:11:31Z Patricia C Johnson 919 Walnut Street Philadelphia PA 19107 7217837 0 X www.asb.org X 1984 PA Associated Services for the Blind provides support through education, training and resources, as well as community action and public education, for people who are blind or visually impaired. 18 18 63 110 0 0 1139116 1424337 1415756 1379611 499750 299725 420937 466811 3475559 3570484 6377 5486 0 0 2163015 2304679 0 0 289544 1073273 1114282 3242665 3424447 232894 146037 12688558 15041929 250411 273946 12438147 14767983 X Associated Services for the Blind & Visually Impaired (ASB), a private non-profit organization, promotes self-esteem, independence and self-determination in people who are blind or visually impaired. ASB accomplishes this by providing support through education, training and resources, as well as through community action and public education, serving as a voice and advocate for the rights of all people who are blind or visually impaired. 0 0 683185 109370 Human Services-Since 1983, ASB's Human Services Division has provided services to more than 50,000 individuals through personal adjustment to blindness training (PABT), educational / vocational testing and assessment, orientation & mobility training, recreational programs, phone-a-friend, case management, gardening program, English-as-a-Second Language Programs, Latino Outreach, and Computer Technology Training. With its mission as its driving force, ASB has been able to continue proving vital quality services to a population that is often underserved and truly overlooked. During FY 2011, 25 students were enrolled in ASB's PABT One-on-One Training Program, which emphasizes personal and interpersonal communication skills, activities of daily living, and Orientation & Mobility Training - techniques of safe and independent travel. More than 59 standardized and adapted tests were administered to help individuals make academic and career choices. There were 25 active clients participating in ASB's English-as-a-Second Language (ESL) classes. Twenty-five students received special individualized training through ASB's Computer Technology Center. 1469898 1266926 Production & Custom Braille - For more than seventy-five years, ASB's Braille Division has been providing quality braille and large print materials for individuals who are blind or visually impaired, in an effort to support independence and self-determination. During the past fiscal year, the division brailled and proof-read over 80,000 master braille pages and pressed, collated, and bound over 12,000,000 braille pages. Projects included a total of 100 book titles and 4 magazines under its contract with the National Library Service for the Blind, 98 student text books for elementary, secondary, and college level students throughout the United States, and over 850 raised line graphics were produced by braille transcribers for insertion into textbooks and tests. The division also brailled 117 student tests under contracts with various testing institutions; and other items such as cookbooks, brochures, newsletters, signs, and health & recreational materials. A total of 672 braille and 2,470 large print statements were produced for banks and utility services and 78 print and braille children's books were produce and added to ASB's on-line bookstore. ASB currently has 804 braille books available in twenty (20) different categories. ASB makes braille and large print available to everyone. Customers include not only individuals who are blind or visually impaired, but corporations, non-profit organizations, schools at every level, the Library of Congress, and other governmental agencies. 456017 Specialized Social Services/ARRA (Grant Program) - ASB's Specialized Services Division served over 400 blind and visually impaired clients during fiscal year 2011. Through its comprehensive curriculum, individuals are provided with the necessary life skills to function independently at home, in the workplace, and in the community. ASB currently provides various levels of Life Skills Education Classes in both English and Spanish, to help participants learn skills designed to compensate for blindness and visual impairments and to allow them to remain independent. Support Groups offered in both English and Spanish include Assertiveness Training, Men's and Women's Low Vision Group, Young Adults Group, Diabetes Information and Support, and Senior-Link ASB also provides supportive services such as assistance with grocery shopping, reading mail, paying bills, handling correspondence, assisting with completion of applications for benefits, and information and referral. These services provide clients with a safe place to share their challenges, successes and frustrations; and help them to be independent allowing them to become more active in the communities where they live and work. With grant funding provided through the American Recovery & Reinvestment Act (ARRA), ASB was able to begin providing its Isolation Prevention Program for adults 55 years of age and older. This Isolation Prevention Program was initiated to help adults 55+ break through and overcome the barriers of isolation brought on by vision loss or impairment by providing education, outreach, support, and assistive technology training within their homes. Through this program participants will be able to increase their ability to be self-sufficient in the home and community-at-large, as well as increasing their confidence, self-esteem and independence. During fiscal year 2011, ASB was able to provide service to 85 new participants. 23476 3315 Custom audio - In an effort to modernize our recorded services, ASB created the Custom Audio Department in late 2009. By reorganizing this service area, ASB has been able to strengthen its connection to the community and offer state-of-the-art audio production to individuals, businesses, and organizations in need of content. We accomplish this by converting new and existing audio content into digitally formatted files to be used in Digital Accessible Information System (DAISY), which revolutionizes the reading experience for the blind community as well as users with reading disabilities by making all produced materials more easily accessible and user friendly. We are also streaming content online via our website www.asb.org. Unique in its function, subscribers can access local grocery store ads, community activities, AARP News and Articles, SEPTA information, adaptive technology news, and inspirational interviews with individuals who have disabilities and were able to overcome their obstacles. New content is being added on a regular basis. The Custom Audio Department also provides local grocery ads, area activities, and AARP content to the National Federation for the Blind's (NFB) Newsline, a free national telephone service for the blind and visually impaired. Traditional recording services for individuals and businesses alike, both locally and nationally, are provided upon request. Anything that a voice can be put to, can be recorded. Examples include: printed copies of transportation schedules and route changes are recorded for SEPTA consumers, manuals and policy materials are documented for various business purposes, bank statements and utility bills are recorded for various banks and utility companies on behalf of their consumers and individuals may have books, periodicals, or scholastic media recorded at their request. 23476 3315 2632576 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 14 0 1 63 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X Joyce Robertson 2156270600 919 Walnut Street Philadelphia PA 19107 Kevin Brown X X 0 0 0 Cynthia Fastman X 0 0 0 Rr Roy G Fitzgerald X 0 0 0 Frank Gable X 0 0 0 Francis R Grebe X X 0 0 0 Robert Groom X 0 0 0 Joanne Malatesta-Davidoff X 0 0 0 Patrick McGuigan X X 0 0 0 Constance C Moore X 0 0 0 Brent Roehrs X 0 0 0 Leonard P Sayles X 0 0 0 Arthur Seidner ESQ X 0 0 0 R Thomas Unkefer X X 0 0 0 Robert Winthrop X 0 0 0 Leonard Wolberg X 0 0 0 Ronald E Bowlan X 0 0 0 Michael Smedley X 0 0 0 Jonathan D Sokoloff X 0 0 0 Patricia C Johnson 35.00 X 138377 0 15688 138377 0 15688 1 0 1 0 0 456017 968320 1424337 Braille Production 323100 1266926 1266926 Fees for Services 561000 109370 109370 Custom Audio 515100 3315 3315 1379611 229755 229755 1036691 657120 379571 379571 379571 3006868 2936898 69970 69970 69970 127315 53335 73980 73980 Miscellaneous other 900099 13260 13260 13260 3570484 1379611 0 766536 5486 5486 154065 77032 77033 1618760 1372894 121554 124312 85195 70711 9091 5393 274735 245741 12770 16224 171924 125991 34609 11324 6313 6313 25850 4500 21350 37945 37945 38972 38972 10317 10117 200 16888 8851 1172 6865 50074 19401 15131 15542 223704 180036 39708 3960 27281 26882 233 166 10373 2970 7269 134 85677 60688 16961 8028 11773 6300 5473 Braille Production 270675 270675 Miscellaneous 74566 3983 51386 19197 Contracted Services 74129 71192 2937 Equipment 45904 11640 12723 21541 Maintenance and Repairs 42579 26211 1330 15038 61262 41392 16195 3675 3424447 2632576 502327 289544 801314 528823 299372 365724 91465 85763 66234 58190 6267505 5175920 1204914 1091585 10225259 12911844 12688558 15041929 250411 273946 250411 273946 X 9821127 11735988 161883 90164 2455137 2941831 12438147 14767983 12688558 15041929 X 146037 2183799 X X 0 1 1 X 0 X 3258209 986180 964851 1139116 1424337 7772693 3258209 986180 964851 1139116 1424337 7772693 7772693 763341 718583 612440 586625 1266446 3947435 10978 13527 32249 10167 13260 80181 11800309 7054189 0.65870 0.69090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 37945 37945 3386502 3424447 321222 80306 0 0 313473 321608 312133 321222 1268436 1902654 62768 66926 50007 37945 217646 78368 80402 78033 80306 317109 475664 2455137 1000 488507 2813 2941831 2272751 1095 183904 2613 2455137 2927356 -654605 2272751 1.00000 0 0 350000 350000 408110 408110 0 4641417 4139430 501987 828652 622636 206016 39326 5744 33582 1091585 Stocks 3237221 F Government Securities 3146087 F Mutual Funds 6208113 F Cash Equivalents 320423 F 12911844 3570484 3424447 146037 2183799 2183799 2329836 6411403 2183799 657120 2840919 3570484 0 3570484 4081567 657120 657120 3424447 0 3424447 Description of Uncertain Tax Positions Under FIN 48: Part X: The Organization is a not-for-profit corporation under Section 501(c)(3) of the internal revenue code. As such, the Organization will not incur any liability for federal income taxes on exempt activities; unrelated business activities were not conducted during the fiscal years ended June 30, 2011 and 2010. The Organization filed federal Form 990. With few exceptions, the organization is no longer subject to U.S. federal or state and local income tax examinations by tax authorities for years before 2008. It is difficult to predict the final timing and resolution of any particular uncertain tax position. Management does not currently anticipate significant changes in its uncertain tax positions over the next 12 months. Part XII, Line 2d - Other Adjustments: Form 990, Part VIII, Line 6d - Rental expenses Part XIII, Line 2d - Other Adjustments: Form 990, Part VIII, Line 6d - Rental expenses Louis Braille Awards 30745 30745 9315 Vision Cup (Golf) 96135 96135 41704 3 435 435 2317 127315 127315 53336 53336 73979 1 Philadelphia Lighthouse for the Blind 133 5486 Actual Cost of Item(s) Adaptive Aids & Equipment for Blind or Visually Impaired Persons Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The Philadelphia Lighthouse of the Blind (PLOTB), is a division of Associated Services for the Blind (ASB), is an Endowment Fund, which was founded in 1945, to provide social, cultural, and educational opportunities for individuals who are blind or visually impaired. Through this program, ASB is able to provide limited funding to persons who are blind or visually impaired to help fulfill specific personal needs such as, aquiring adaptive aids, medical devices, software and computer systems, or offsetting costs associated with certain recreational activities. A committee meets on a bi-monthly basis and reviews all requests for funding that were received. At these meetings, requests are reviewed and either approved or denied. The Philadelphia Lighthouse Committee does its best in trying to determine those greatest in need of assistance. Though we would like to help all that apply, our funds are very limited; therefore, we must be selective when granting requests. A notification letter is sent to the applicant to let them know if their request has been approved or denied. At this point, they will be given information and instructions on how to obtain the item requested, whether it will be sent to them directly or if the item needs to be picked up at ASB. X 0 0 0 0 0 0 0 0 0 Patricia C Johnson 128377 0 10000 0 0 0 7189 0 8499 0 154065 0 0 0 X 2 54321 Mean Value-date of gift 0 0 1 Third Party Use: Part I, Line 32b: Securities donated are transferred by the donor's broker to ASB's Investment Management firm. Donations of securities are then either sold, with proceeds being forwarded to ASB, or added to ASB's Investment Portfolio, depending upon the donor's intent for the gift. Form 990, Part VI, Section B, line 11 The Board of Directors of Associated Service for the Blind (ASB) has approved the following procedure for the preparation, review and approval of the organization's IRS 990 Tax Form at its meeting on June 18, 2009. - The IRS 990 Tax document is prepared by the organization's Audit Firm with the assistance from ASB's Controller - ASB's Controller will work with the organization's Development / Public Relations Department as well as with agency Program Directors to draft / review all narrative documentation that is to be presented on the IRS 990 Form - Once the draft of the form has been completed and undergone review by the Audit Firm, a copy is forwarded to ASB's Controller for review. The Controller will draft any recommended changes / corrections and discus with the Audit Firm - A copy of the revised draft will be forwarded to the Controller for review to assure that all changes / corrections have been completed - After the Controller has reviewed and approved all necessary changes, a copy of the drafted document will be forwarded to the organization's CEO & President for review and approval. (If there are any changes / corrections, the CEO & President will ask the Controller to contact the Audit Firm.) - The drafted document will then be forwarded to all Audit Committee Members and the Board Chairman for review and approval. (If there are any changes / corrections, the CEO & President will be notified to have the Controller contact the Audit Firm.) - After the review and final approval of the drafted document by the Board Chairman and Audit Committee Members, the Controller will contact the Audit Firm and authorize them to "finalize" the document and forward an "original" and copy of the IRS 990 to the attention of the CEO & President for signing. - The CEO & President will officially sign off on both copies of the IRS 990 and forward to the Controller for processing - The Controller will prepare and mail the original signed copy to the IRS. A copy of the Form is kept in the Controller's office. (Copies are available upon request.) Form 990, Part VI, Section B, line 12c Conflict of Interest Statements are provided to board members on an annual basis at the Annual Board Meeting in October each year. Updated statements are required from board members only if their existing information on file has changed. New board members are provided with a Conflict of Interest Statement in their welcome packet and are required to submit their statements prior to the next scheduled board meeting. Form 990, Part VI, Section B, line 15 a. The organizations CEO, Executive Director, or top management official - Each year, the process for determining the compensation of the organization's President & CEO is carried out by a committee consisting of several board members, which are selected by the Board Chairman. Members of the committee differ from year to year. In order to make an informed decision, the committee gathers information encompassing both financial and organizational matters in which the President & CEO plays a key role. The committee holds a meeting to discuss their findings and determines the appropriate compensation. Once a decision is made, the Board Chairman meets with the President & CEO to relay the outcome and then sends an official letter with a copy to the Human Services Manager for further processing. b. Other officers or key employees of the organization - Performance appraisals are conducted before the end of the evaluation period and at least once annually, to set goals for the coming year, and to help determine an employee's future compensation. The performance appraisal consists of a discussion between supervisor and employee regarding areas of improvement, setting goals for the coming year, and to help determine employee's future employment with ASB. The result is a written report by the supervisor evaluating the employee's performance based on the job description. The supervisor and employee must sign this performance appraisal and a copy is given to the employee. The employee's signature does not signify agreement or disagreement, only receipt of the report. If the employee does not concur with the appraisal, he/she may submit a written exception to the appraisal within five (5) working days of having received the appraisal, and this written exception will be attached to the appraisal. If an employee's job performance is judged unsatisfactory by the supervisor at any given time, an additional performance appraisal shall be given for three months in order to improve performance. All employees receive a copy of their job descriptions and their evaluation forms with their signature. A copy is also placed in their Personnel Files. Form 990, Part VI, Section C, line 19 All organizational governing documents and financial statements are available to the public upon request. ASB's IRS 990 Form can be found online at Guidestar.com and on Charity Navigator. It is also available upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 2,183,799. form 990, page 11, part xi, line 2c No change from prior year Form 990, Page 5, part V, line 7G & 7H: Not applicable.