2025-05-02T09:56:54-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-07-01 590812958 ALLIANCE FOR INDEPENDENCE INC ALLI 8636653846 2710 W MEMORIAL BLVD LAKELAND FL 33815 JENNIFER LABRADOR EXECUTIVE DIRECTOR 8636653846 2025-05-01 1 1 TINA HENTON P00630282 4078021200 2025-05-01 2023 2025-03-06 01:10:19Z X JENNIFER LABRADOR 2710 W MEMORIAL BLVD LAKELAND FL 33815 838587 0 X WWW.AFI-FL.ORG X 1954 FL OFFERING INDIVIDUALS WITH DISABILITIES AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH 13 13 17 14 0 0 143935 217329 412514 526902 15188 24225 110 65782 571747 834238 0 0 0 0 447429 583188 0 0 37423 234991 334134 682420 917322 -110673 -83084 3314726 3219857 530625 511095 2784101 2708762 OFFERING INDIVIDUALS WITH DISABILITIES THE AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH AND ACHIEVEMENT THROUGH AWARENESS, EDUCATION, COMMUNITY RESOURCES, AND PERSONAL RELATIONSHIPS. 0 0 608492 0 526902 ADULT DAY TRAINING:PROVIDES INDEPENDENT LIVING SKILLS AND VOCATIONAL TRAINING. SKILLS TRAINING FOCUSES ON BUILDING AN INDIVIDUAL'S PERSONAL INDEPENDENCE SKILLS THAT WILL ULTIMATELY ALLOW THEM TO INTEGRATE INTO THE COMMUNITY. A WIDE RANGE OF SKILLS SUCH AS COMMUNITY ADJUSTMENT, HOME MANAGEMENT, FUNCTIONAL ACADEMICS AND SOCIAL, HEALTH AND SAFETY SKILLS ARE TAUGHT ON A DAILY BASIS. INDIVIDUALS PARTICIPATING IN THIS TRAINING ARE ENCOURAGED TO LEARN AND PRACTICE APPROPRIATE SOCIAL BEHAVIORS AND SELF-DETERMINATION. SERVING APPROXIMATELY 60 ADULTS, 241 DAYS PER YEAR, MONDAY THROUGH FRIDAY. 608492 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 0 0 X JENNIFER LABRADOR 8636653846 2710 W MEMORIAL BLVD LAKELAND FL 33815 JENNIFER ADAMS CHAIR (AS OF 01/2024) 2.00 X X 0 0 0 LAURIE REED CHAIR (THRU 01/2024) 2.00 X X 0 0 0 KIRSTEN VIGNEC CHAIR ELECT (AS OF 01/2024) 1.00 X X 0 0 0 JAMES L PREVITE TREASURER 1.00 X X 0 0 0 ANDREW M HERNAN SECRETARY 2.00 X X 0 0 0 JORDAN BARNES BOARD MEMBER (THRU 01/2024) 1.00 X 0 0 0 JOHN DORAN BOARD MEMBER (THRU 01/2024) 1.00 X 0 0 0 JULIA KINCART BOARD MEMBER (THRU 01/2024) 1.00 X 0 0 0 SHERRIE LONG BOARD MEMBER 1.00 X 0 0 0 MELODIE LOPEZ BOARD MEMBER 1.00 X 0 0 0 ANSLEY MARTIN BOARD MEMBER 1.00 X 0 0 0 NEAL O'TOOLE BOARD MEMBER 1.00 X 0 0 0 CHERYL REYNOLDS BOARD MEMBER 1.00 X 0 0 0 SENA E SCHIRM BOARD MEMBER (THRU 01/2024) 1.00 X 0 0 0 SCOTT R SLOMAN BOARD MEMBER 1.00 X 0 0 0 WILLIAM H WHEELER BOARD MEMBER 1.00 X 0 0 0 PHIL LOSCH AS OF 012024 BOARD MEMBER 1.00 X 0 0 0 STEPHANIE BOWERS BOARD MEMBER 1.00 X 0 0 0 KATHERINE D TINSLEY PRESIDENT/CEO (THRU 2/2024) 40.00 X 89288 0 0 JENNIFER LABRADOR EXECUTIVE DIRECTOR (AS OF 05/2024) 40.00 X 0 0 0 89288 0 0 0 0 0 0 0 217329 217329 ADULT DAY TRAINING 624310 526902 526902 526902 28574 28574 4349 -4349 -4349 -4349 INSURANCE SETTLEMENT 900099 65782 65782 65782 834238 526902 0 90007 70136 47097 19589 3450 447021 300192 124840 21989 6542 4392 1827 323 17971 12068 5019 884 41518 27881 11595 2042 21614 21614 17236 17236 290 290 20620 16232 4212 176 82309 62339 19087 883 33287 26897 5566 824 2746 2247 499 13097 13097 71057 68864 2193 60927 17600 36828 6499 MEMBERSHIP DUES 9430 9155 275 MISC EXPENSE 1484 104 1027 353 ADT SPECIAL EVENTS 37 37 917322 608492 271407 37423 990418 905249 51479 107673 2462424 354054 2183776 2108370 4316 4316 84737 94249 3314726 3219857 48265 42098 482360 468997 530625 511095 X 2598556 2608848 185545 99914 2784101 2708762 3314726 3219857 -83084 7745 0 X 0 0 0 X 491686 1744189 339876 143935 217329 2937015 491686 1744189 339876 143935 217329 2937015 671745 2265270 1129 1852 4063 15188 28574 50806 6022 210251 134860 110 65782 417025 3404846 2247941 0.66530 0.68080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 6,022. 2020 AMOUNT: $ 210,251. 2021 AMOUNT: $ 134,860. 2022 AMOUNT: $ 110. 2023 AMOUNT: $ 65,782. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 98207 98207 2099408 104181 1995227 264809 249873 14936 2108370 PART V, LINE 4: THE ALLIANCE FOR INDEPENDENCE (THE AGENCY), IN FURTHERANCE OF ITS CHARITABLE PURPOSES, HAS ESTABLISHED AN AGENCY FUND WITH THE GIVEWELL FOUNDATION (THE FOUNDATION). THE FOUNDATION HOLDS AND ADMINISTERS THE ENDOWMENT FUND ON BEHALF OF THE AGENCY. GRANTS FROM THE FUND SHALL PROVIDE SUPPORT TO THE AGENCY TO CARRY OUT ITS ROLE AND MISSION IN THE POLK COUNTY AREA. FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE A BOARD OPERATIONS COMMITTEE WHICH SHALL MEET AT THE REQUEST OF THE CHAIRPERSON OF THE BOARD OF DIRECTORS OR AT THE REQUEST OF THE MAJORITY OF THE BOARD OPERATIONS COMMITTEE. THE BOARD OPERATIONS COMMITTEE, WHICH SHALL BE COMPOSED OF THE CHAIR OF THE BOARD OF DIRECTORS, THE IMMEDIATE PAST CHAIR, THE CHAIR OF THE DEVELOPMENT COMMITTEE, THE CHAIR OF THE FINANCE COMMITTEE, THE TREASURER, THE SECRETARY AND THE PRESIDENT OF AFI. THE BOARD OPERATIONS COMMITTEE SHALL EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. ALL ACTIONS OR PROCEEDINGS OF THE BOARD OPERATIONS COMMITTEE SHALL BE REPORTED IN WRITING TO THE BOARD OF DIRECTORS ON A REGULAR BASIS AND AT THE BOARD OF DIRECTORS NEXT REGULAR MEETING. MINUTES OF THE BOARD OPERATIONS COMMITTEE MEETINGS SHALL BE KEPT BY THE DESIGNATED RECORDING SECRETARY. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED IN 2024. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON DATA SUPPLIED BY THE ORGANIZATION. ONCE A REVIEW IS PERFORMED BY MANAGEMENT OF THE ORGANIZATION, THE FORM 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR THEIR FINAL REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 15A THE PERFORMANCE COMMITTEE AND THE OPERATIONS COMMITTEE REVIEW THE PERFORMANCE OF THE CEO AS WELL AS SEVERAL SALARY SURVEYS TO RECOMMEND THE CEO COMPENSATION TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE CEO. ALL DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MEETING MINTUES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.