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 590874493 ABILITIES INC OF FLORIDA 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 6813381 0 X www.ourpeoplework.org X 1959 FL ABILITIES OF FLORIDA IS A 501(C) (3) NOT-FOR-PROFIT CORPORATION BASED IN CLEARWATER, FLORIDA. ESTABLISHED IN 1959, ABILITIES OF FLORIDA PROVIDES EMPLOYMENT, TRAINING AND OTHER SUPPORT SERVICES TO PEOPLE WITH DISABILITIES. IN TAX year 2009, ABILITIES OF FLORIDA SERVED 8,342 INDIVIDUALS WITH DISABILITIES AND PLACED 331 PEOPLE WITH THIRD-PARTY EMPLOYERS. 12 12 175 75 0 0 2335162 2466617 3751799 3976147 0 105962 370617 6192923 6813381 0 0 5388929 5355835 0 27981 1572737 1658922 6961666 7014757 -768743 -201376 4886936 5399383 4333443 4938387 553493 460996 Abilities of Florida is a 501(c) (3) not-for-profit corporation based in Clearwater, Florida. Established in 1959, Abilities of Florida provides employment, training and other support services to people with disabilities. 0 0 2273675 2899014 Vocational Rehabilitation Services is a public/private partnership designed to assist individuals with disabilities obtain, maintain, and retain employment. The program is sponsored by the State of Florida Department of Education, Division of Vocational Rehabilitation. The program provides comprehensive core vocational rehabilitation services utilizing a team approach and emphasizing individual informed choice. VRS customer services may include, for example:-Intake and evaluation-Assistance in the eligibility determination process-Vocational guidance and counseling-Development of the Individualized Plan for employment-Job preparation, development and placement-Assistive technology-Vocational and academic training-Supported employment-Follow-up and job retention-Post employment services 1021521 874175 EMPLOYMENT SERVICES & EVALUATION:The Vocational Evaluation and Employment Services programs exist to provide guidance and support to individuals with disabilities who desire to return to work. The Evaluation program provides career guidance through participation in a series of interest, aptitude, and achievement inventories as well as simulated work activities. A vocational plan is created based on the results of this evaluation process. The Employment program assists with job development, resume creation, and employability skills training. An employment specialist works with the individuals as an advocate and assists in identifying appropriate job opportunities in the community. 705728 SSA-Youth Transition Demonstration Project: This is demonstration project funded by the Social Security Administration to work with youth either receiving or at risk of receiving Social Security benefits. The project focuses on: A. Enhancing the pre-employment preparation for youth, both in and out of school, through a self-determination and customized employment process; B. Developing and enhancing collaborations that can facilitate the transition process (e.g. earlier Vocational Rehabilitation Services involvement); C. Providing accurate, user-friendly information and guidance regarding benefits and assets to youth, their families and others who support them. D. Offering meaningful real work experiences to youth. The target population consists of youth with disabilities between the ages of 16 to 22 who receive Social Security benefits within Miami-Dade County. 1891280 202958 other programs. 1891280 202958 5892204 1 1 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 4 0 1 175 1 0 0 0 0 0 0 0 0 0 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X Gene Thomas 7275387370 2735 WHITNEY ROAD CLEARWATER FL 33760 Joseph J Sorota Jr 2.00 X X 0 0 0 Marilynn Bersoff 2.00 X X 0 0 0 Dr Ralph Shrader 2.00 X X 0 0 0 Charles Harles 2.00 X 0 0 0 Margaret Perlmutter 2.00 X 0 0 0 julian Booker 2.00 X 0 0 0 Weyher Dawson 2.00 X 0 0 0 Emily M Maffey 2.00 X 0 0 0 Daniel Nichols 2.00 X 0 0 0 Michelle Lee 2.00 X 0 0 0 George Newstrom 2.00 X 0 0 0 Steven Toth 2.00 X 0 0 0 Rhonda VanLowe 2.00 X 0 0 0 janet samuelson 4.00 X 26591 265614 40751 david hodge 7.00 X 42793 192331 14802 MARK HALL 7.00 X 40512 182082 46728 Bruce Patterson 4.00 X 19602 195812 34671 David J Higgins 40.00 X 106143 0 11879 Guy Klenke 36.00 X 183674 18165 21967 Bertha Parbey 4.00 X 16266 162472 24902 Lisa Ward 7.00 X 31706 142505 33171 WILLIAM SANDONATO 7.00 X 33484 150496 20678 THOMAS CHANG 2.00 X 31445 141330 33692 jeff ring 4.00 X 25132 112959 15525 557348 1563766 298766 2 0 1 0 0 136950 2329667 2466617 government contracts 900099 2899014 2899014 fees for services 900099 874175 874175 mail room 900099 202958 202958 3976147 16843 16843 16843 16843 Miscellaneous 900099 353774 353774 353774 6813381 3976147 0 370617 526731 447741 77021 1969 3649072 3080726 554179 14167 120438 105210 14849 379 693144 638113 53659 1372 366450 318966 46300 1184 19800 1373 17968 459 688803 681955 6677 171 5676 5676 216552 155763 59274 1515 72983 50291 22126 566 170839 144603 25582 654 171077 143294 27090 693 11820 11820 15004 1040 13616 348 87066 9293 75834 1939 47038 3261 42686 1091 TRAINING 48750 25559 22613 578 MATCH 43474 43474 Equipment rental/maint. 34666 13610 20531 525 TUITION REIMBURSEMENT 5558 5558 Temp help 4072 282 3696 94 15744 4596 10871 277 7014757 5892204 1094572 27981 1000 685 159660 194884 125002 135000 442292 675678 115611 63447 2375627 1569928 874992 805699 2258838 2336114 909541 1187876 4886936 5399383 731570 476275 521266 1000000 1175000 2601873 2765846 4333443 4938387 X 92894 81108 384470 303759 76129 76129 553493 460996 4886936 5399383 X 0 1 1 X 1 1 X 1736071 2280014 2404813 2335162 2466617 11222677 4195533 3792796 4250756 3751799 3976147 19967031 5931604 6072810 6655569 6086961 6442764 31189708 0 0 0 31189708 76809 65795 95941 58347 16843 313735 76809 65795 95941 58347 16843 313735 262490 438727 140232 47615 353774 1242838 6270903 6577332 6891742 6192923 6813381 32746281 0.95250 0.95910 0.00960 0.01270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11968559 446623 438048 75447 11901687 12797202 2700 -69434 687736 74173 11968559 0.99360 0.00640 0 1 1 44750 44750 2094281 1447337 646944 236596 122591 114005 805699 investment in foundation 2336114 F 2336114 due from related parties 1187876 1187876 intercompany payable 2765846 2765846 6813381 7014757 -201376 108879 108879 -92497 7920066 1106685 1106685 6813381 0 6813381 9519735 2504978 2504978 7014757 0 7014757 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: Interest in foundation: 77279. PY Financial adjustment: 31600. Part XII, Line 2d - Other Adjustments: Interest in foundation: 77279. HFI revenue in consolidating financial statements: 882920. HUD revenue in consolidating financial statements: 929735. Transfer - CHDO Capital Advance: -783249. Part XIII, Line 2d - Other Adjustments: HFI expenses in consolidating financial statements: 1180796. HUD expenses in consolidating financial statements: 1324182. X X X X 0 0 0 0 0 0 0 0 0 janet samuelson 21599 215751 3913 39087 1079 10776 2002 19998 1706 17045 30299 302657 0 0 david hodge 36138 162420 6188 27812 467 2099 1720 7730 974 4378 45487 204439 0 0 MARK HALL 34709 155999 5642 25358 161 725 4004 17996 4500 20228 49016 220306 0 0 Bruce Patterson 16641 166232 2912 29088 49 492 1502 14998 1654 16517 22758 227327 0 0 Guy Klenke 156596 15487 26390 2610 688 68 13041 1290 6949 687 203664 20142 0 0 Bertha Parbey 14110 140940 2093 20907 63 625 1106 11044 1160 11592 18532 185108 0 0 Lisa Ward 26924 121011 4732 21268 50 226 3003 13497 3034 13637 37743 169639 0 0 WILLIAM SANDONATO 33056 148572 0 0 428 1924 2056 9238 1708 7676 37248 167410 0 0 THOMAS CHANG 27164 122087 3640 16360 641 2883 1001 20999 532 11160 32978 173489 0 0 jeff ring 21598 97073 3276 14724 258 1162 803 8026 609 6087 26544 127072 0 0 Form 990, Part VI, Section B, line 11 After 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 12c It 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 B, line 15 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, 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. form 990, part Xi, line 2c the process has been consistent with prior years. form 990, part VII average hours per week devoted to related organizations SS ES ABF HFI SSES OCI Janet Samuelson 28 2 3 1 2 4 David Hodge 16 6 7 1 2 8 Mark Hall 16 8 7 1 4 4 Bruce Patterson 22 6 3 1 2 6 Guy Klenke 0 0 36 4 0 0 Bertha Parbey 24 4 3 1 4 4 Lisa Ward 14 6 7 1 4 8 William Sandonato 16 4 7 1 4 8 Thomas Chang 24 4 2 0 2 8 Jeff Ring 18 8 3 1 8 2 form 990, part III Overview Abilities of Florida is a 501(c) (3) not-for-profit corporation based in Clearwater, Florida. Established in 1959, Abilities of Florida provides employment, training and other support services to people with disabilities. In tax year 2009, Abilities of Florida served 8,342 individuals with disabilities and placed 331 people with third-party employers. Nationally, Abilities is the only private provider of State Vocational Rehabilitation (VR) core services, including recruitment, intake, counseling, guidance, case management, employer services, outreach and job development. Abilities also provides vocational evaluation, community assessment, placement and assistance with self employment through its partnerships with the State Divisions of Vocational Rehabilitation and Blind Services. Abilities operates a Projects with Industry Grant to provide vocational rehabilitation services in Miami/Dade County. Through a grant with the Social Security Administration, Abilities also provides Work Incentive Planning and Assistance (WIPA) for Social Security and SSI disability beneficiaries in thirteen counties. Additionally, Abilities provides transitional services to youths with disabilities who are leaving school and entering the workplace. In partnership with the State Department of Health, Abilities provides medical case management to adults with Cystic Fibrosis through the Adult Cystic Fibrosis Program. Other innovative programs include the Veterans Employment and Outreach Program (VEOP) in Pinellas County to serve veterans with disabilities and the High School / High Tech program which provides training for high school students with disabilities preparing to transition to the workplace. Abilities of Florida provides supported and affirmative employment through contracts under the Federal AbilityOne program and other government or commercial contracts. Contract service areas include administrative services, mail management, document management and data correction. In FY10, Abilities of Florida employed 11 individuals with disabilities. form 990, schedule R, Part II Abilities of Florida 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. 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 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 ABILITIES REHABILITATION CENTER foundation 2735 WHITNEY ROAD CLEARWATER FL 33760 592293228 TO SERVE THOSE WITH DISABILITIES FL 501(c)(3) Line 11d, III-O 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 Homes for Independence Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 593342379 to provide low income housing for those with disabilities FL 501(c)(3) Line 7 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 Briarcliff Inc 2735 WHITNEY ROAD cLEARWATER FL 33760 341979530 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ABILITIES REHABILITATION CENTER foundation C 136950