2026-04-21T09:58:48-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-07-01 590812958 ALLIANCE FOR INDEPENDENCE INC ALLI 8636653846 2710 W MEMORIAL BLVD LAKELAND FL 33815 JENNIFER LABRADOR EXECUTIVE DIRECTOR 8636653846 2026-04-08 1 1 TINA HENTON P00630282 4078021200 2026-03-23 2024 2025-03-06 01:10:19Z JENNIFER LABRADOR 2710 W MEMORIAL BLVD LAKELAND FL 33815 975828 0 X WWW.AFI-FL.ORG X 1954 FL OFFERING INDIVIDUALS WITH DISABILITIES AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH 20 20 16 20 0 0 217329 427918 526902 518816 24225 26807 65782 2287 834238 975828 0 0 0 0 583188 592459 0 0 36055 334134 322330 917322 914789 -83084 61039 3219857 3286987 511095 508821 2708762 2778166 OFFERING INDIVIDUALS WITH DISABILITIES THE AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH AND ACHIEVEMENT THROUGH AWARENESS, EDUCATION, COMMUNITY RESOURCES, AND PERSONAL RELATIONSHIPS. 0 0 625113 518816 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. 625113 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 4 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JENNIFER LABRADOR 8636653846 2710 W MEMORIAL BLVD LAKELAND FL 33815 KIRSTEN VIGNEC PRESIDENT 1.00 X X 0 0 0 JAMES PREVITE TREASURER 1.00 X X 0 0 0 ANDREW HERNAN THRU 012025 SECRETARY 1.00 X X 0 0 0 JENNIFER ADAMS DIRECTOR 1.00 X 0 0 0 STEPHANIE BOWERS DIRECTOR 1.00 X 0 0 0 TRISH BUCHANAN AS OF 022025 DIRECTOR 1.00 X 0 0 0 DORCAS CRUMBLEY AS OF 022025 DIRECTOR 1.00 X 0 0 0 THEODORE FOWLER AS OF 022025 DIRECTOR 1.00 X 0 0 0 CRAIG LECKE DIRECTOR 1.00 X 0 0 0 SHERRIE LONG DIRECTOR 1.00 X 0 0 0 MELODIE LOPEZ DIRECTOR 1.00 X 0 0 0 PHIL LOSCH DIRECTOR 1.00 X 0 0 0 ANSLEY MARTIN DIRECTOR 1.00 X 0 0 0 NEAL O'TOOLE DIRECTOR 1.00 X 0 0 0 TAYLOR PERKINS AS OF 112024 DIRECTOR 1.00 X 0 0 0 CHERYL REYNOLDS DIRECTOR 1.00 X 0 0 0 TOM SAUNDERS AS OF 022025 DIRECTOR 1.00 X 0 0 0 SCOTT SLOMAN DIRECTOR 1.00 X 0 0 0 SUSAN TOADVINE AS OF 112024 DIRECTOR 1.00 X 0 0 0 KIM VOTERY AS OF 012025 DIRECTOR 1.00 X 0 0 0 WILLIAM H WHEELER DIRECTOR 1.00 X 0 0 0 JENNIFER LABRADOR EXECUTIVE DIRECTOR 40.00 X 53542 0 0 53542 0 0 0 0 0 0 0 228411 199507 427918 ADULT DAY TRAINING 624310 518816 518816 518816 26807 26807 MISCELLANEOUS INCOME 900099 2287 2287 2287 975828 518816 0 29094 87005 58294 24362 4349 444877 298068 124565 22244 4150 2787 1159 204 16101 10812 4497 792 40326 27080 11262 1984 26204 26204 4731 4731 21021 16546 4295 180 78494 59450 18202 842 34992 28275 5851 866 5161 4223 938 12725 12725 73018 70764 2254 39770 11488 24040 4242 COMMUNITY ACTIVITIES 11291 11291 MEMBERSHIP DUES 8247 8006 241 ADT SPECIAL EVENTS 4993 4993 MISC EXPENSE 1475 103 1020 352 208 208 914789 625113 253621 36055 905249 881706 107673 73849 2649754 427072 2108370 2222682 4316 4316 94249 104434 3219857 3286987 42098 53558 468997 455263 511095 508821 X 2608848 2559252 99914 218914 2708762 2778166 3219857 3286987 61039 8365 0 X 0 0 0 X 1744189 339876 143935 217329 427918 2873247 1744189 339876 143935 217329 427918 2873247 692419 2180828 1852 4063 15188 28574 26807 76484 210251 134860 110 65782 2287 413290 3363021 2254266 0.64850 0.66530 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 210,251. 2021 AMOUNT: $ 134,860. 2022 AMOUNT: $ 110. 2023 AMOUNT: $ 65,782. 2024 AMOUNT: $ 2,287. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 98207 98207 2286738 170047 2116691 264809 257025 7784 2222682 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 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 12C THE ORGANIZATION REGULARLY ENFORCES ITS CONFLICT OF INTEREST POLICY BY REQUIRING ALL MEMBERS OF THE BOARD OF DIRECTORS, THE PRESIDENT/CHIEF EXECUTIVE OFFICER, AND COVERED EMPLOYEES TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. INDIVIDUALS SUBJECT TO THE POLICY ARE REQUIRED TO ACT IN THE BEST INTERESTS OF THE ORGANIZATION AND TO AVOID ANY ARRANGEMENT, TRANSACTION, OR ACTIVITY THAT COULD RESULT IN PERSONAL BENEFIT AT THE EXPENSE OF THE ORGANIZATION. ANY ACTUAL OR POTENTIAL CONFLICTS MUST BE FULLY DISCLOSED IN WRITING TO THE BOARD OF DIRECTORS. THE BOARD REVIEWS ALL DISCLOSED CONFLICTS AND DETERMINES THE APPROPRIATE COURSE OF ACTION. INDIVIDUALS WITH A DISCLOSED CONFLICT ARE REQUIRED TO RECUSE THEMSELVES FROM DISCUSSIONS, DELIBERATIONS, AND DECISIONS RELATED TO THE MATTER GIVING RISE TO THE CONFLICT, ENSURING THAT DECISIONS ARE MADE IN AN OBJECTIVE AND INDEPENDENT MANNER. 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.