2025-12-12T15:34:47-06:00 2025-06-30 383635706 REHMANN ROBSON LLC 1500 W BIG BEAVER RD 2ND FLR TROY MI 48084 990 2024-07-01 381366931 LEADER DOGS FOR THE BLIND LEAD 2486595011 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 MELISSA L WEISSE CHIEF EXECUTIVE OFFICER 2486595011 2025-12-09 1 1 KATHLEEN M UNDERHILL CPA P00589677 2489525000 2025-12-09 2024 2025-03-06 01:10:19Z MELISSA L WEISSE 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 22438810 0 X WWW.LEADERDOG.ORG X 1952 MI EMPOWERING PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED WITH LIFELONG SKILLS FOR SAFE AND INDEPENDENT DAILY TRAVEL. 19 19 221 993 43586 0 26738844 20428465 0 0 122195 174175 137389 269560 26998428 20872200 16443 23889 0 0 14192752 14241224 56658 0 3506479 7246814 6699379 21512667 20964492 5485761 -92292 24131129 24077983 1816957 1734056 22314172 22343927 X EMPOWERING PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED WITH LIFELONG SKILLS FOR SAFE AND INDEPENDENT DAILY TRAVEL. 0 0 12807628 GUIDE DOG: SINCE 1939, LEADER DOG HAS BEEN HIGHLY RESPECTED FOR OUR INNOVATIVE GUIDE DOG PROGRAM. OUR FREE 21-DAY RESIDENTIAL PROGRAM SERVES CLIENTS WHO ARE LEGALLY BLIND, 16 YEARS OLD AND UP, AND ABLE TO CARE FOR A DOG. TRAINING IS PERSONALIZED AND EACH CLIENT IS MATCHED WITH A DOG THAT FITS THEIR LIFESTYLE, PACE, PHYSICAL SIZE AND MORE. CLIENTS TRAIN WITH THEIR GUIDE DOG IN A VARIETY OF ENVIRONMENTS TO FIT BOTH CURRENT AND FUTURE NEEDS, INCLUDING URBAN, SUBURBAN AND RURAL LOCATIONS; COLLEGE CAMPUSES; STORES AND OTHER SETTINGS. THROUGH THE ADAPTIVE SERVICES DEPARTMENT, GUIDE DOGS ARE PROVIDED TO PEOPLE WITH HEARING LIMITATIONS, COGNITIVE ISSUES, OR OTHER PHYSICAL LIMITATIONS SUCH AS LOSS OF A LIMB. 941256 62909 VOLUNTEER/COMMUNITY OUTREACH: VOLUNTEERS ARE INTEGRAL TO THE DAILY OPERATIONS OF LEADER DOG AND ALLOW US TO SERVE MORE CLIENTS EACH YEAR. VOLUNTEERS CONTRIBUTE THEIR TIME AND SKILLS IN MANY AREAS INCLUDING ON-CAMPUS, AND THROUGH PUPPY RAISING AND HOSTING BREEDING STOCK DOGS. COMMUNITY OUTREACH IS CONDUCTED NATIONALLY WITH VOLUNTEERS ATTENDING CONFERENCES AND/OR GIVING PRESENTATIONS BEFORE VARIOUS GROUPS IN SCHOOL, CORPORATE OR COMMUNITY SETTINGS. THEY SHARE INFORMATION ABOUT GUIDE DOGS, ORIENTATION & MOBILITY, AND LEADER DOG OPERATIONS. 2112444 ORIENTATION & MOBILITY (O&M): THIS FREE FIVE-DAY RESIDENTIAL PROGRAM PROVIDES PEOPLE WITH THE SKILLS NEEDED TO TRAVEL SAFELY USING A WHITE CANE IN A MUCH SHORTER TIMEFRAME THAN TRADITIONAL O&M TRAINING. HAVING GOOD O&M SKILLS, INCLUDING KNOWING HOW TO MAINTAIN ORIENTATION WHILE TRAVELING, IS THE NECESSARY FIRST STEP TO BECOMING A SAFE AND INDEPENDENT TRAVELER. TRAINING IS PROVIDED ON A 1:1 CLIENT-TO-INSTRUCTOR RATIO AND IS PERSONALIZED TO EACH CLIENT'S NEEDS AND CAPABILITIES. TRAINING IS OPEN TO PEOPLE WHO ARE LEGALLY BLIND AND AT LEAST 16 YEARS OF AGE, REGARDLESS OF WHETHER THEY PLAN TO EVENTUALLY TRAIN WITH A GUIDE DOG. 23889 23889 SUPPORT THE MISSION OF LEADER DOGS FOR THE BLIND FOUNDATION 23889 23889 15885217 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 27 0 1 221 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR AZ CA CO DE FL GA ID IL IN KS KY LA MA MD ME MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY CT IA HI X X KATHRYN SIDELKO 2486595011 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 JOHN REED CHAIR AS OF 11/12/2024 1.00 X X 0 0 0 MARK GUTHRIE SECRETARY THRU 11/12/24/VICE CHAIR 1.00 X X 0 0 0 AVRIL RINN SECRETARY AS OF 11/12/2024 1.00 X X 0 0 0 KIM GORMAN VICE CHAIR THRU 11/12/24/TRUSTEE 1.00 X 0 0 0 MICHELE HONOMICHL TREASURER 1.00 X X 0 0 0 ANTHONY COSTANZO TRUSTEE 1.00 X 0 0 0 ARUN ANAND TRUSTEE THRU 11/12/2024 1.00 X 0 0 0 BRIAN HOCK TRUSTEE 1.00 X 0 0 0 DANIEL SPRIET TRUSTEE 1.00 X 0 0 0 DIANE HENDERSON TRUSTEE 1.00 X 0 0 0 DR PAUL EDWARDS TRUSTEE 1.00 X 0 0 0 DR FRANKLIN CARMONA TRUSTEE 1.00 X 0 0 0 JACKIE BUCHANAN TRUSTEE THRU 11/12/2024 1.00 X 0 0 0 JILL GARVEY TRUSTEE THRU 11/12/2024 1.00 X 0 0 0 JILL GAUS TRUSTEE 1.00 X 0 0 0 KATHIE DAVIS CHAIR THRU 11/12/2024/TRUSTEE 1.00 X 0 0 0 KURT TERRIEN TRUSTEE 1.00 X 0 0 0 MARC WISNIEWSKI TRUSTEE 1.00 X 0 0 0 MARGARET DIMOND TRUSTEE THRU 11/12/2024 1.00 X 0 0 0 MARIA KRISTIC TRUSTEE 1.00 X 0 0 0 MARILYN KELLY TRUSTEE 1.00 X 0 0 0 MARY SMITH TRUSTEE THRU 11/12/2024 1.00 X 0 0 0 MEGAN MCCANDLISH TRUSTEE THRU 11/12/2024 1.00 X 0 0 0 STEVE GUARINI TRUSTEE 1.00 X 0 0 0 TOM O'MASTA TRUSTEE 1.00 X 0 0 0 MELISSA L WEISSE PRESIDENT AND CEO 40.00 X 290000 0 22102 DANIELLE LANDOLT VICE PRESIDENT AND CIO 40.00 X 204000 0 27853 LORENE SUIDAN VICE PRESIDENT AND CFO 40.00 X 198900 0 23902 MELISSA AUPPERLE CHIEF PHILANTHROPY/MKTG OFFICER 7-29-24 40.00 X 148872 0 17302 DAVID SMITH DVM DIRECTOR OF CANINE HEALTH 40.00 X 198011 0 11898 GERETTE KERBY DIRECTOR OF CANINE OPERATIONS 40.00 X 156702 0 21492 KELLY WILSON DVM ASST DIRECTOR OF CANINE HEALTH 40.00 X 156620 0 24741 CHRIS BEARUP DIRECTOR OF FACILITIES 40.00 X 129674 0 21207 KATHRYN TUCK DIRECTOR OF FOUNDATION GIVING 40.00 X 124998 0 8967 SUSAN DANIELS FORMER PRESIDENT & CEO 0.00 X 288203 0 5078 1895980 0 184542 10 1 1 0 MOORE A SERIES LLC 4200 PARLIAMENT PL 3RD FLR LANHAM MD 20706 DIRECT MAIL FULFILLMENT HOUSE 927545 VIMARC 1205 EAST WASHINGTON ST SUITE 120 LOUISVILLE KY 40206 WEBSITE HOSTING, DESIGN, AND UPDATING 222241 2 131123 3717000 16580342 1581638 20428465 153070 153070 1392568 10148 1381611 0 10957 10148 21105 21105 315190 131123 152125 163065 163065 76460 32874 43586 43586 OTHER INCOME 900099 62909 62909 62909 20872200 62909 43586 337240 23889 23889 978637 304158 429657 244822 10363802 8612330 463089 1288383 602241 488330 45722 68189 1469330 1237742 76531 155057 827214 670750 62802 93662 73466 25778 35336 12352 56179 56179 18317 18317 604749 409730 66683 128336 40659 22495 6837 11327 296538 211757 15626 69155 872668 705466 79621 87581 528812 458522 11914 58376 1195168 1085160 78174 31834 316246 260176 42209 13861 CLIENT AND CANINE EXPEN 1028562 1025266 1994 1302 DIRECT MAIL 928384 10939 917445 SERVICE FEES 577586 258886 67746 250954 LIONS CLUB EXPENSES 147686 73843 73843 14359 14359 20964492 15885217 1572796 3506479 2362606 2620417 487282 614264 259293 182000 148018 130744 43983 48891 655551 677636 36102125 20909183 15992255 15192942 2945187 3326881 1236954 1284208 24131129 24077983 1663714 1573958 153243 160098 1816957 1734056 X 17758545 17011756 4555627 5332171 22314172 22343927 24131129 24077983 -92292 122047 0 X X 0 1 X 1 0 X 19343378 19021730 20283701 26738844 20428465 105816118 19343378 19021730 20283701 26738844 20428465 105816118 260705 105555413 60088 80316 216390 124938 153070 634802 6673 61383 4853 0 72909 88659 15130 4177 106961 225974 440901 106964730 0.98680 0.98840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2674513 410849 78124 88000 3075486 2484841 40000 292664 142992 2674513 2400585 5000 192071 112815 2484841 2595070 5022 -199507 2400585 2394902 123724 131444 55000 2595070 1.00000 0 0 419541 419541 31504958 17327154 14177804 2594229 2166749 427480 1583397 1415280 168117 15192942 BENEFICIAL INTERESTS IN TRUSTS 1224358 LIFE INSURANCE 59850 1284208 GIFT ANNUITY LIABILITY 160098 160098 X 20961571 122047 122047 20839524 18317 14359 32676 20872200 20931816 0 20931816 18317 14359 32676 20964492 PART V, LINE 4: THE ORGANIZATION USES ALL OF THE NET INVESTMENT INCOME FROM THE ENDOWMENT FUNDS FOR UNRESTRICTED PURPOSES, AS THE CASH FLOWS AND OTHER FINANCIAL REQUIREMENTS DICTATE. PART X, LINE 2: MANAGEMENT ANALYZED THE ORGANIZATION'S INCOME TAX FILING POSITIONS IN THE FEDERAL AND STATE JURISDICTIONS WHERE THEY ARE REQUIRED TO FILE INCOME TAX RETURNS, FOR ALL OPEN TAX YEARS IN THESE JURISDICTIONS, TO IDENTIFY POTENTIAL UNCERTAIN TAX POSITIONS. MANAGEMENT HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO FISCAL 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS 14,359. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS 14,359. X X X X X X 1 MOORE A SERIES LLC 4200 PARLIAMENT PL 3RD FLR LANHAM MD 20706 DIRECT MAIL FULFILLMENT HOUSE - POSTAGE, PRINTING AND CONSUL 0 1560856 928384 632472 1560856 928384 632472 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DINNER IN THE DARK 315821 79220 236601 7646 96567 BARK AND BREW 130492 51903 78589 47912 446313 131123 315190 7646 144479 152125 163065 SCHEDULE G, PART I, LINE 2B, COLUMN (V) IN ADDITION TO THE $62,436 PAID TO THE PROFESSIONAL FUNDRAISER FOR CONSULTING SERVICES, THE ORGANIZATION ALSO PAID MOORE A SERIES LLC $865,948 FOR FUNDRAISING EXPENSES. THE AGREEMENT DISTINGUISHES PAYMENTS FOR PROFESSIONAL FUNDRAISING SERVICES FROM EXPENSE PAYMENTS AS FOLLOWS: THE AGREEMENT LISTS THE MONTHLY CONSULTING FEE FOR THE PERIOD OF THE CONTRACT. IT THEN LISTS THE ADDITIONAL SERVICES AND COSTS REQUIRED TO PRINT AND MAIL THE DIRECT MAILERS. THE AGREEMENT DESCRIBES HOW THESE COSTS WILL BE DETERMINED AND WHEN THEY ARE DUE AND PAYABLE TO THE FUNDRAISER. 1 LEADER DOGS FOR THE BLIND FOUNDATION 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 454529860 501(C)(3) 0 23889 FMV ADMIN SERVICES TO SUPPORT THE FOUNDATION'S MISSION. 1 PART I, LINE 2: THE FOUNDATION SHALL ANNUALLY NOTIFY THE PRESIDENT OF THE ORGANIZATION OF THE TYPE AND AMOUNT OF SUPPORT PROVIDED BY THE FOUNDATION TO THE ORGANIZATION DURING THE PREVIOUS YEAR. THE FOUNDATION IS ALSO REQUIRED TO PROVIDE A COPY OF ITS MOST RECENTLY FILED FORM 990 TO THE ORGANIZATION. X X 0 1 0 0 0 0 0 0 0 MELISSA L WEISSE PRESIDENT AND CEO 290000 0 0 0 0 0 14500 0 7602 0 312102 0 0 0 SUSAN DANIELS FORMER PRESIDENT & CEO 97983 0 0 0 190220 0 1718 0 3360 0 293281 0 0 0 DANIELLE LANDOLT VICE PRESIDENT AND CIO 204000 0 0 0 0 0 10200 0 17653 0 231853 0 0 0 LORENE SUIDAN VICE PRESIDENT AND CFO 198900 0 0 0 0 0 9945 0 13957 0 222802 0 0 0 DAVID SMITH DVM DIRECTOR OF CANINE HEALTH 198011 0 0 0 0 0 9570 0 2328 0 209909 0 0 0 KELLY WILSON DVM ASST DIRECTOR OF CANINE HEALTH 156620 0 0 0 0 0 7805 0 16936 0 181361 0 0 0 GERETTE KERBY DIRECTOR OF CANINE OPERATIONS 156702 0 0 0 0 0 7835 0 13657 0 178194 0 0 0 MELISSA AUPPERLE CHIEF PHILANTHROPY/MKTG OFFICER 7-29 148872 0 0 0 0 0 0 0 17302 0 166174 0 0 0 CHRIS BEARUP DIRECTOR OF FACILITIES 129674 0 0 0 0 0 6484 0 14723 0 150881 0 0 0 PART I, LINE 4B SUSAN M DANIELS, FORMER PRESIDENT/CEO, PARTICIPATED IN A 457(B) PLAN AND RECEIVED DISTRIBUTIONS OF $190,219.68 FOR THE YEAR ENDED 6/30/2025. MELISSA WEISSE AND DAVID SMITH ALSO PARTICIPATED IN A 457(B) PLAN AND DID NOT RECEIVE ANY DISTRIBUTIONS FOR YEAR ENDED 6/30/2025. X 9 1346836 STOCK MARKET VALUE X CANINE MEDICATIONS 1 126035 COST OF DONATED PROP X DOG FOOD 1 88047 COST OF DONATED PROP X DOG ENRICHMENT SUPPLIES 1 13073 COST OF DONATED PROP X SILENT AUCTION DONATIONS 1 7646 COST OF DONATED PROP 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES AN INVESTMENT BROKER TO PROCESS THE SALES OF SECURITIES AS SOON AS THEY HAVE BEEN DONATED TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY MANAGEMENT. IT IS THEN REVIEWED BY THE AUDIT COMMITTEE. THE RETURN IS THEN FORWARDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER ANNUALLY SIGNS A CONFLICT OF INTEREST POLICY AND STATEMENT OF UNDERSTANDING. THE ORGANIZATION RELIES UPON EACH BOARD MEMBER TO KEEP THEM INFORMED IF THEY HAVE ANY CONFLICTS OF INTEREST OR POTENTIAL CONFLICT OF INTEREST TRANSACTIONS WITH ANY DEPARTMENT OR PERSON WITHIN THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR SENIOR MANAGEMENT: AN INDEPENDENT PROFESSIONAL ORGANIZATION IS ENGAGED EVERY 3-5 YEARS TO BENCHMARK ALL SENIOR MANAGEMENT ROLES, INCLUDING THE CEO. THE MOST RECENT COMPENSATION STUDY WAS PERFORMED IN 2022. THEIR RECOMMENDATIONS ARE THEN SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD, WHICH THEN PRESENT IT TO THE BOARD OF TRUSTEES FOR APPROVAL. IN ADDITION, THE ORGANIZATION HAS DEVELOPED AN EXECUTIVE COMPENSATION PHILOSOPHY DOCUMENT, WHICH IS AFFIRMED BY BOTH THE EXECUTIVE COMMITTEE AND FULL BOARD OF TRUSTEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS OF SELECTING AND OVERSEEING THE WORK OF THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR. LEADER DOGS FOR THE BLIND FOUNDATION 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 454529860 SUPPORT THE MISSION OF LEADER DOGS FOR THE BLIND MI 501(C)(3) LINE 12D, III-O 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 LEADER DOGS FOR THE BLIND FOUNDATION C 3717000 ACTUAL