2024-04-05T15:14:12-05:00 2023-06-30 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2022-07-01 592013160 LIFE CONCEPTS INC D/B/A QUEST INC LIFE 4072184300 1509 E COLONIAL DRIVE 300 ORLANDO FL 32803 TODD THRASHER CHIEF FINANCIAL OFFICER 4072184300 2024-04-05 1 TODD THRASHER 999009999 1 KURT A ALTER CPA P00059492 4077405400 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z TODD THRASHER 1509 E COLONIAL DRIVE 300 ORLANDO FL 32803 33680231 0 X WWW.QUESTINC.ORG X 1980 FL THE QUEST TEAM BUILDS COMMUNITIES WHERE PEOPLE WITH DISABILITIES ACHIEVE THEIR GOALS. 17 16 706 151 0 0 7408102 1021170 21856218 32115336 666684 204060 -17550 47001 29913454 33387567 0 0 0 0 18836174 22058494 0 0 1172292 6997230 7922832 25833404 29981326 4080050 3406241 27689362 32499183 7705925 8885646 19983437 23613537 X QUEST HELPS PEOPLE WITH DEVELOPMENTAL DISABILITIES EXPERIENCE A FULL LIFE. 0 0 15803084 26988120 QUEST RESIDENTIAL SERVICES OFFERS HOUSING OPTIONS IN THE ORLANDO AND TAMPA AREAS WITH SERVICES INDIVIDUALIZED TO THE NEEDS OF EACH RESIDENT. QUEST RESIDENTIAL SERVICES PROVIDED HOMES FOR 179 PEOPLE WITH DISABILITIES IN FISCAL YEAR 2023.SEE SCHEDULE O FOR MORE INFORMATION.RESIDENTS HAVE THE OPTION TO PARTICIPATE IN ENGAGING ACTIVITIES THAT PROMOTE LIFELONG EDUCATION, MAINTAIN A HEALTHY LIFESTYLE, AND ALLOW THEM TO ASSUME PERSONAL AND COMMUNITY RESPONSIBILITY. A PERSONAL DEVELOPMENT PLAN IS PREPARED FOR EVERY INDIVIDUAL WHO IS IN THE RESIDENTIAL PROGRAM. THOSE PLANS IDENTIFY EACH PERSONS UNIQUE ABILITIES, GOALS AND INTERESTS. QUEST WORKS IN TANDEM WITH RESIDENTS, THEIR FAMILIES AND MEDICAL PROVIDERS TO COORDINATE NEEDED HEALTH SERVICES. A NURSE VISITS RESIDENTS ON-SITE AND MONITORS THEIR HEALTH, AND ALL STAFF MEMBERS ARE TRAINED IN FIRST AID AND CPR.INTERMEDIATE CARE FACILITIES (ICFS) - A NURTURING, HOME ENVIRONMENT FOR INDIVIDUALS WITH SEVERE AND PROFOUND DEVELOPMENTAL DISABILITIES WHO ARE NON-AMBULATORY. OUR PROGRAMS OFFER 24-HOUR SKILLED NURSING CARE, PHYSICAL, SPEECH AND OCCUPATIONAL THERAPY, OTHER SPECIAL PROGRAMS, AND AN EXTENSIVE SUPPORT SYSTEM IN COMFORTABLE AND CUSTOMIZED RESIDENCES THAT MEET THE NEEDS OF THE INDIVIDUALS WE SERVE.GROUP HOMES - INDIVIDUALS LIVE IN SMALL GROUPS OF 8 TO 12 PEOPLE, WHERE INCREASING INDEPENDENCE THROUGH CONTINUED SKILL TRAINING IS EMPHASIZED. GROUP HOMES PROVIDE RESIDENTS WITH OPTIONS TO PARTICIPATE IN MEANINGFUL ACTIVITIES THAT PROMOTE LIFELONG EDUCATION, MAINTAIN A HEALTHY LIFESTYLE AND ALLOW THEM TO ASSUME PERSONAL AND COMMUNITY RESPONSIBILITY.TRANSITIONAL AND SUPPORTED LIVING - DESIGNED TO FULFILL THE WISHES OF CARING PARENTS AND GUARDIANS BY OFFERING A LIFE RICH IN EXPERIENCES AND OPPORTUNITIES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. THROUGH TRANSITIONAL LIVING, INDIVIDUALS LIVE IN SINGLE-BEDROOM APARTMENTS OR WITH ROOMATES IN QUEST-OWNED APARTMENTS. INDIVIDUALS HAVE ACCESS TO SUPPORT STAFF TO ASSIST WITH DAILY TASKS SUCH AS SHOPPING, COOKING, BILL PAYING AND CLEANING. OUR SUPPORTED LIVING PROGRAM ALLOWS PEOPLE TO LIVE AND WORK INDEPENDENTLY IN THE COMMUNITY AND ARE ASSISTED AS NEEDED WITH MORE COMPLEX SKILLS SUCH AS BANKING AND LEARNING HOW TO NAVIGATE PUBLIC TRANSPORTATION.INDEPENDENT LIVING - AT QUEST VILLAGE, RESIDENTS LIVE IN SINGLE-UNIT APARTMENTS LOCATED WITHIN CLOSE PROXIMITY TO HEALTHCARE, EMPLOYMENT, ENTERTAINMENT, TRANSPORTATION AND EDUCATION CENTERS. ON- AND OFF-SITE SUPPORT SERVICES ARE AVAILABLE ON AN AS-NEEDED BASIS. AMENITIES INCLUDE A COMMON AREA WITH A FULL KITCHEN, GAME ROOM, GYM AND COMPUTER STATIONS WITH WI-FI. OUR OUTDOOR ACTIVITY AREAS ENCOURAGE SOCIALIZATION WITH NEIGHBORS, WHETHER IT BE PLAYING ON A FULL-SIZED BASKETBALL COURT OR TAKING AN EVENING WALK ON AN EXERCISE PATH. ALL OF OUR COMMON AREAS ARE ADA-APPROVED, AND WE OFFER SPECIFIED ADA UNITS FOR THOSE REQUIRING THEM. 4295700 2508040 QUEST VOCATIONAL SERVICES OFFERS A VARIETY OF EMPLOYMENT OPPORTUNITIES AND SUPPORT THAT EMPOWERS INDIVIDUALS WITH DISABILITIES TO DEVELOP SOCIAL AND WORKPLACE SKILLS AS WELL AS CONFIDENCE AND SELF-ESTEEM SO THEY MAY ACHIEVE GREATER INDEPENDENCE. QUEST VOCATIONAL SERVICES OFFERED GAINFUL EMPLOYMENT OPTIONS TO 257 INDIVIDUALS WITH DISABILITIES IN FISCAL YEAR 2023.SEE SCHEDULE O FOR MORE INFORMATION.IN ORDER FOR INDIVIDUALS TO BE SUCCESSFUL DOING A JOB OR TO CONDUCT DAILY LIVING ACTIVITIES IN THE COMMUNITY, HE/SHE MUST LEARN BASIC TACTICAL SKILLS AS WELL AS INTERPERSONAL, SOCIAL AND TEAMWORK SKILLS. QUEST'S VOCATIONAL SERVICES PROGRAMS PROVIDE SUPPORTS AND OPTIONS FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES SEEKING MEANINGFUL WORK OPPORTUNITIES AS WELL AS LIFE SKILLS DEVELOPMENT ACTIVITIES THAT MEET THEIR SPECIFIC NEEDS AND ALIGN WITH THEIR LIFE GOALS.QUEST CULTIVATES AND HARNESSES THE TALENT OF OUR JOB SEEKERS THROUGH OUR EMPLOYMENT CONTINUUM. USING THE SYNERGIES OF OUR EVALUATION, EDUCATION, AND PLACEMENT SERVICE OFFERINGS, THE INDIVIDUALS WE SERVE ARE PROVIDED WITH A STRATEGIC, INTENTIONAL PATH TOWARDS SUCCESS. THIS CONTINUUM ALLOWS FOR GROWTH, SUPPORT, AND PERSONAL FIT THROUGHOUT THE EMPLOYMENT JOURNEY.WORK READINESS TRAINING - A PROGRAM TO HELP PREPARE PROSPECTIVE EMPLOYEES THROUGH EFFECTIVE COMMUNICATION, TIME MANAGEMENT, COLLABORATING WITH A TEAM, AND SOLVING PROBLEMS AND CONFLICTS. THIS TRAINING PROGRAM TEACHES THESE EXECUTIVE FUNCTIONING SKILLS IN THE CLASSROOM THROUGH DIRECT INSTRUCTION LESSONS AND ROLE-PLAYING SCENARIOS.LIFE SKILLS - QUEST'S TRAINING CENTERS OFFER LIFE SKILLS AND VOCATIONAL TRAINING, SOCIAL DEVELOPMENT AND THERAPY SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES. OPPORTUNITIES ALSO INCLUDE SUPPORTED EMPLOYMENT, COMMUNITY VOLUNTEERISM, FITNESS CLASSES, AND DIRECT CARE ASSISTANCE.PROJECT SEARCH - IN PARTNERSHIP WITH THE SCHOOL DISTRICT OF OSCEOLA COUNTY AND THE FLORIDA DIVISION OF VOCATIONAL REHABILITATION (VR) WITHIN THE PROJECT SEARCH PROGRAM, PROJECT SEARCH IS A NINE-MONTH TRANSITION-TO-WORK INTERNSHIP PROGRAM TARGETING INTERNS WHO WANT COMPETITIVE EMPLOYMENT AFTER HIGH SCHOOL GRADUATION. THROUGH HANDS-ON TRAINING, INTERNS ACQUIRE EMPLOYABILITY AND MARKETABLE WORK SKILLS, WHILE PARTICIPATING IN THREE ROTATIONS ACROSS A VARIETY OF CAREER PATHS.GROUP EMPLOYMENT - BEING PART OF A QUEST VOCATIONAL SERVICES GROUP ALLOWS INDIVIDUALS THE OPPORTUNITY TO WORK ON A VARIETY OF PROJECTS IN THE COMMUNITY AND LEARN SAFE WORK PRACTICES AND TEAMWORK.CAREER PLACEMENT - QUEST'S PLACEMENT SERVICES WORKS TO IDENTIFY JOB OPPORTUNITIES, DEVELOP SUCCESS PLANS, AND PROVIDE ONGOING SUPPORT FOR INDIVIDUALS. OUR PROGRAMS PROVIDE A COMPREHENSIVE SET OF SERVICES INCLUDING VOCATIONAL EVALUATION, JOB DEVELOPMENT, JOB COACHING, FOLLOW-ALONG SERVICES AND TRAVEL TRAINING. INDIVIDUALS LEARN ABOUT VOCATIONAL OPTIONS, EXPLORE AND IDENTIFY REALISTIC OPPORTUNITIES FOR COMPETITIVE EMPLOYMENT, AND DEVELOP PLANS FOR SUCCESS.BLOSSOM - BLOSSOM IS A SOCIAL VENTURE BY QUEST, INC. OFFERING ARTISANAL PRODUCTS HANDCRAFTED BY INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. BLOSSOM ARTISANAL PRODUCTS IS A UNIQUE WORK OPPORTUNITY, EMPLOYING ADULTS AND TEENAGERS WITH DEVELOPMENTAL DISABILITIES FROM QUEST, INC.'S TRAINING CENTER AND QUEST KIDS ACADEMY. FROM GROWING HERBS TO PACKAGING AND MANAGING INVENTORY, OUR TEAM DOES IT ALL. THIS INNOVATIVE SOCIAL VENTURE ALLOWS INDIVIDUALS LIVING WITH DEVELOPMENTAL DISABILITIES A CHANCE TO BLOSSOM BY DEVELOPING THEIR SKILLS AND EARNING A PAYCHECK. 3563412 2619176 QUEST KIDS SPECIALIZES IN HELPING CHILDREN WITH AUTISM, PERVASIVE DEVELOPMENT DISORDERS AND OTHER LEARNING AND BEHAVIOR CONCERNS WITH INDIVIDUALIZED ONE-ON-ONE PROGRAMS USING APPLIED BEHAVIOR ANALYSIS (ABA). QUEST KIDS TAUGHT CRITICAL LANGUAGE AND SOCIAL SKILLS TO 146 CHILDREN IN FISCAL YEAR 2023.SEE SCHEDULE O FOR MORE INFORMATION.QUEST KIDS EMPLOYS BOARD CERTIFIED BEHAVIOR ANALYSTS TO DEVELOP AN APPROPRIATE PATH OF LEARNING THAT MEETS EACH CHILD'S SPECIFIC NEEDS. FOLLOWING ABA THERAPY GUIDELINES, RIGOROUS DATA COLLECTION OCCURS EVERY STEP OF THE WAY TO MAXIMIZE INDIVIDUAL PROGRESS. PARENT AND TEACHER TRAINING ALSO ENSURES THAT THE CHILD EXPERIENCES A CONSISTENT, POSITIVE LEARNING ENVIRONMENT AT HOME, IN SCHOOL, AND DURING COMMUNITY ACTIVITIES.AT QUEST KIDS, CHILDREN RECEIVE INTENSIVE INSTRUCTION IN LANGUAGE, SELF-CARE, SOCIAL SKILLS, ACADEMICS AND DECISION MAKING, AS WELL AS, HEALTH, WELLNESS AND SAFETY BEHAVIORS. THROUGH EARLY INTERVENTION, CHILDREN ARE ABLE TO REACH THEIR PERSONAL GOALS, REQUIRE FEWER SUPPORT SERVICES LATER IN CHILDHOOD AND BE MORE INDEPENDENT THROUGHOUT THEIR LIVES. QUEST KIDS ACADEMY - OUR TEACHERS WORK WITH FAMILIES TO CAREFULLY CREATE A PERSONALIZED EDUCATION PLAN TO MEET THE UNIQUE NEEDS OF EVERY STUDENT. CURRICULUM IS DESIGNED TO PROVIDE STUDENTS WITH A WIDE RANGE OF ACADEMIC, COMMUNICATION, SOCIAL, LEISURE AND PRACTICAL SKILLS TO GIVE THEM A WELL-ROUNDED EDUCATION THAT WILL LEAD THEM TOWARD PRODUCTIVE LIVES AND GREATER INDEPENDENCE. THE CURRICULUM FOCUSES ON THE INDIVIDUAL NEEDS OF EACH CHILD AND APPEALS TO EACH STUDENT'S LEARNING STYLE. STUDENTS ARE GIVEN PLACEMENT TESTS AND ARE GROUPED BY SIMILAR ACADEMIC LEVELS INTO THE APPROPRIATE LESSON. IN ADDITION TO GROUP LEARNING, STUDENTS PARTICIPATE IN INDIVIDUALIZED ABA THERAPY EACH DAY. 74170 74170 23736366 1 1 0 1 0 0 0 0 1 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 0 1 168 0 1 706 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X TODD THRASHER 4072184300 1509 E COLONIAL DRIVE 300 ORLANDO FL 32803 ANDREW HEBERT BOARD CHAIR/EXEC COMMITTEE 2.00 1.00 X X 0 0 0 STEVE STANFORD FINANCE COMMITTEE CHAIR 2.00 1.00 X X 0 0 0 KYLE BECKER VICE CHAIR 2.00 1.00 X X 0 0 0 JACK CADDEN DIRECTOR 2.00 1.00 X 0 0 0 MICHAEL CANDIOTTI DIRECTOR 2.00 1.00 X 0 0 0 BECKY CHERNEY DIRECTOR 2.00 1.00 X 0 0 0 MARK CRANDALL DIRECTOR 2.00 1.00 X 0 0 0 CHRIS CROCKETT DIRECTOR 2.00 1.00 X 0 0 0 ANGELA HOLCOMB DIRECTOR 2.00 1.00 X 0 0 0 W GLENN JENSEN DIRECTOR 2.00 1.00 X 0 0 0 BOB MCKAY DIRECTOR 2.00 1.00 X 0 0 0 DAWN OLIVARDIA DIRECTOR 2.00 1.00 X 0 0 0 RON WHALEN DIRECTOR 2.00 1.00 X 0 0 0 TARA MATHENY DIRECTOR 2.00 1.00 X 0 0 0 SARA RILES DIRECTOR 2.00 1.00 X 0 0 0 KIDEN KJOSA DIRECTOR 2.00 1.00 X 0 0 0 KRISTEN ONG DIRECTOR 2.00 1.00 X 0 0 0 JOHN GILL CHIEF EXECUTIVE OFFICER 45.00 10.00 X 278871 0 24427 TODD THRASHER CHIEF FINANCIAL OFFICER 45.00 10.00 X 192714 0 13765 BROOKE EAKINS CHIEF OPERATING OFFICER 45.00 10.00 X 183398 0 16594 JOHN DOGAER CHIEF INFORMATION OFFICER 45.00 10.00 X 174492 0 8339 SARA OLIVER CHIEF HUMAN RESOURCES OFFICER 45.00 10.00 X 141619 0 12330 BENITO ARAGON VP OF MARKETING AND COMMUNITY 45.00 10.00 X 109089 0 3084 ELYSCHA HARRIS VP AND QUEST CLINICAL DIRECTOR 45.00 10.00 X 105169 0 14595 CHARLES BOLICK VP OF PHILANTHROPY (END 01/23) 45.00 10.00 X 152516 0 2241 1337868 0 95375 9 1 1 0 WILLIAMS CONSTRUCTION AND DEVELOPMENT IN PO BOX 532 APOPKA FL 32704 CONSTRUCTION SERVICES 309938 MSL PA 255 SOUTH ORANGE AVE SUITE 600 ORLANDO FL 32801 ACCOUNTING SERVICES 214702 CERIDIAN HCM INC 3311 EAST OLD SHAKOPEE RD MINNEAPOLIS MN 55425 HR & PAYROLL SERVICES 185099 INDEED INC PO BOX 660367 DALLAS TX 75266 RECRUITMENT SERVICES 105169 4 7932 303300 315942 393996 1021170 RESIDENTIAL SERVICES 624100 25969041 25969041 QUEST KIDS 624100 2619176 2619176 VOCATIONAL SERVICES 624100 2496426 2496426 OTHER PROGRAM SERVICE REVENUE 624100 905482 905482 MANAGEMENT FEES 624100 125211 125211 32115336 204060 204060 334499 303300 292664 41835 41835 OTHER INCOME 624100 5166 5166 5166 33387567 32115336 0 251061 944248 944248 17134040 14815068 1599243 719729 305067 213790 81942 9335 2304009 1614644 618866 70499 1371130 1123634 192909 54587 94986 94986 86777 86777 90000 90000 1832261 1575447 118219 138595 44643 10394 9566 24683 285948 244026 34073 7849 1841240 1257210 506944 77086 139182 97538 37385 4259 79106 79106 654265 455053 187292 11920 501411 318432 178281 4698 SUPPLIES 940659 802730 112105 25824 EMPLOYEE EXPENSES 556216 389795 149402 17019 FOOD EXPENSE 389311 389248 63 OTHER EXPENSES 226519 193356 26954 6209 160308 156895 3413 29981326 23736366 5072668 1172292 4472012 1476714 357734 340276 73816 132550 1464206 2047861 565663 1412083 17748405 11423451 6139686 6324954 18680 4847859 5900092 7582357 8697473 8334529 27689362 32499183 3972429 2963513 832804 10870 353173 340529 1916600 837509 630919 4733225 7705925 8885646 X 19617501 23222765 365936 390772 19983437 23613537 27689362 32499183 X 3406241 338565 -114706 X X 0 1 X 1 0 X 1024182 1835701 6281031 7678029 1021170 17840113 1024182 1835701 6281031 7678029 1021170 17840113 17840113 150812 118000 64277 111616 204060 648765 25822 13208 390291 618466 464876 1512663 20001541 96955830 0.89190 0.91670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90000 0 0 0 0 0 0 0 0 1 90000 90000 0 PART I-A, LINE 1: THE ORGANIZATION AND PINPOINT RESULTS LLC ENTERED INTO AN AGREEMENT TO PROVIDE GOVERNMENTAL AFFAIRS AND LOBBYIST REPRESENTATION AT THE EXECUTIVE AND LEGISLATIVE BRANCHES OF THE FLORIDA GOVERNMENT FOR SERVICES TO INCREASE THE CAPABILITIES AND QUALITY OF LIFE FOR ADULTS AND CHILDREN WITH DEVELOPMENTAL DISABILITIES THROUGHOUT THE YEAR. $90,000 WAS PAID TO PINPOINT RESULTS LLC FOR INDIRECT POLITICAL CAMPAIGN ACTIVITIES. 0 1 X 71473 5698 532 76639 1.00000 1 0 2781326 2781326 6692571 4451228 2241343 732685 278940 453745 7282228 6498448 783780 259595 194835 64760 6324954 CASH AND CASH EQUIVALENTS 724624 F CORPORATE DEBT OBLIGATIONS 334071 F INVESTMENT IN QUEST VILLAGE, LTD 1340932 F EQUITY SECURITIES 972358 F EQUITY FUNDS 2304478 F FIXED INCOME FUNDS 829255 F BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 76639 F CERTIFICATE OF DEPOSIT 1000000 F 7582357 DEPOSITS 23628 DUE FROM AFFILIATES 3861531 ASSETS HELD FOR SALE 491411 RIGHT OF USE ASSET 3957959 8334529 DEFERRED LEASEHOLD LIABILITY 490089 RESERVE FOR DISCONTINUED OPERATIONS 128431 OPERATING LEASE LIABILITY 4114705 4733225 X 34694853 338565 801268 1139833 33555020 -167453 -167453 33387567 31396807 1248028 1248028 30148779 -167453 -167453 29981326 PART IV, LINE 2B: QUEST HELD FUNDS IN TRUST FOR ITS CONSUMERS OF APPROXIMATELY $511,000 AND $479,000 AT JUNE 30, 2023 AND 2022, RESPECTIVELY. CONSUMER TRUST FUNDS CONSIST OF MONTHLY SOCIAL SECURITY PAYMENTS DUE TO QUEST FOR SERVICES PERFORMED AS WELL AS A PERSONAL ALLOWANCE. PART V, LINE 4: DURING THE YEAR ENDED JUNE 30, 2023, QUEST RECOGNIZED FUNDS TRANSFERRED TO CENTRAL FLORIDA FOUNDATION ("CFF") TO ESTABLISH A PERMANENT ENDOWMENT FUND. THIS ENDOWMENT IS INVESTED AND DISTRIBUTED BY CFF IN ACCORDANCE WITH THEIR INVESTMENT AND SPENDING POLICIES. THESE POLICIES ATTEMPT TO PROVIDE A RELATIVELY STEADY LEVEL OF FUNDING TO PROGRAMS SUPPORTED BY THE ENDOWMENT, WHILE SEEKING TO PRESERVE AND ENHANCE THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE TERMS OF THE FUND AGREEMENTS WITH CFF PROVIDE, AMONG OTHER THINGS, THAT DISTRIBUTIONS ARE SUBJECT TO CFF'S POLICIES. ACCORDING TO THE TERMS OF THE AGREEMENT WITH CFF, UNDER CERTAIN CIRCUMSTANCES, THE CFF BOARD OF DIRECTORS SHALL HAVE THE POWER TO MODIFY OR ELIMINATE ANY RESTRICTION, LIMITATION, OR CONDITION ON THE DISTRIBUTION OF FUNDS, INCLUDING THEIR USE FOR ANY SPECIFIED PURPOSES OR THEIR DISTRIBUTION TO SPECIFIC ORGANIZATIONS, IF THE CFF BOARD OF DIRECTORS DETERMINES THAT SUCH RESTRICTION, LIMITATION OR CONDITION BECOMES BY MATERIAL AND SIGNIFICANT CHANGE IN CIRCUMSTANCES IN EFFECT UNNECESSARY, INCAPABLE OF FULFILLMENT, OR INCONSISTENT WITH THE PROPER CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, CULTURAL OR EDUCATIONAL USES AND PURPOSES OF THE CENTRAL FLORIDA AREA. PART X, LINE 2: QUEST AND EACH OF ITS SUBSIDIARIES, EXCEPT FOR QVGP, QVD AND THE SIDE LYER COMPANY, HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. QVGP, QVD AND THE SIDE LYER COMPANY ARE DISREGARDED ENTITIES FOR FEDERAL INCOME TAX PURPOSES. ACCORDINGLY, INCOME EARNED IN FURTHERANCE OF THEIR TAX-EXEMPT PURPOSES IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. AS OF JUNE 30, 2023, WITH FEW EXCEPTIONS, THE QUEST ENTITIES ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL TAXING AUTHORITIES FOR ANY TAX YEARS PRIOR TO JUNE 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF RELATED ORGANIZATIONS INCLUDED IN AUDITED FINANCIAL STATEMENTS 815,369. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -14,101. PART XI, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEE REVENUE 125,211. SPECIAL EVENT EXPENSES -292,664. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE OF RELATED ORGANIZATIONS INCLUDED IN AUDITED FINANCIAL STATEMENTS 1,248,028. PART XII, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEE REVENUE 125,211. SPECIAL EVENT EXPENSES -292,664. WINE QUEST 376283 223300 152983 19622 13306 109569 6800 34309 TOAST TAMPA 148415 20000 128415 17970 9144 26878 2120 13846 2 113101 60000 53101 4454 12976 12425 9245 637799 303300 334499 42046 35426 148872 8920 57400 292664 41835 X X X X 0 0 0 0 0 0 0 0 0 JOHN GILL CHIEF EXECUTIVE OFFICER 226657 0 46694 0 5520 0 11896 0 12531 0 303298 0 0 0 TODD THRASHER CHIEF FINANCIAL OFFICER 157154 0 31600 0 3960 0 4813 0 8952 0 206479 0 0 0 BROOKE EAKINS CHIEF OPERATING OFFICER 156698 0 19980 0 6720 0 4601 0 11993 0 199992 0 0 0 JOHN DOGAER CHIEF INFORMATION OFFICER 151722 0 18750 0 4020 0 3910 0 4429 0 182831 0 0 0 CHARLES BOLICK VP OF PHILANTHROPY (END 01/23) 141196 0 7000 0 4320 0 1602 0 639 0 154757 0 0 0 SARA OLIVER CHIEF HUMAN RESOURCES OFFICER 123599 0 12500 0 5520 0 3495 0 8835 0 153949 0 0 0 BOB MCKAY DIRECTOR 115448 ADVERTISING 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: THE COMPANY ENGAGES MCKAY ADVERTISING AND ACTIVATION, INC. TO PROVIDE MARKETING AND ADVERTISING SERVICES RELATED TO THE COMPANY'S AUTISM THERAPY AND SUMMARY CAMP BUSINESS LINES. THESE SERVICES PRIMARILY CONSIST OF ONLINE PAID ADVERTISING ON SEARCH ENGINES AND SOCIAL MEDIA PLATFORMS. MCKAY ADVERTISING AND ACTIVATION, INC IS MORE THAN 35% OWNED BY BOB MCKAY, DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURN IS PROVIDED TO EACH MEMBER OF THE FINANCE COMMITTEE. EACH MEMBER EXAMINES THE RETURN FOR ACCURACY AND ANY NECESSARY CORRECTIONS ARE MADE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN THE ORGANIZATION'S ETHICS POLICY, WHICH CONTAINS ITS CONFLICT OF INTEREST POLICY, AFFIRMING THAT NO CONFLICTS OF INTEREST EXIST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION AND BENEFITS OF THE PRESIDENT. THE BOARD OF DIRECTORS IS INDEPENDENT WITH RESPECT TO COMPENSATION ARRANGEMENTS BEING CONSIDERED. THE BOARD UTILIZES COMPARABILITY SURVEYS PROVIDED BY HUMAN RESOURCES DEPARTMENT. THE REVIEW AND APPROVAL PROCESS IS DOCUMENTED IN THE ORGANIZATION'S MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FMV OF INTEREST RATE SWAP -14,101. LEASE ASC IMPLEMENTATION -100,605. FORM 990, PART XI, LINE 2C THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. QUEST VILLAGE DEVELOPER LLC 1509 E COLONIAL DRIVE SUITE 300 ORLANDO FL 32803 473140925 HOUSING FOR DEVELOPMENTALLY DISABLED FL LIFE CONCEPTS INC DBA QUEST INC QUEST VILLAGE GP LLC 1509 E COLONIAL DRIVE SUITE 300 ORLANDO FL 32803 473133482 HOUSING FOR DEVELOPMENTALLY DISABLED FL 1450503 LIFE CONCEPTS INC DBA QUEST INC THE SIDE LYER COMPANY LLC 1509 E COLONIAL DRIVE SUITE 300 ORLANDO FL 32803 920299245 PRODUCE AND MARKET HEALTHCARE EQUIPMENT FL 776160 LIFE CONCEPTS INC DBA QUEST INC FLORIDA FOUNDATION FOR SPECIAL CHILDREN INC 1509 E COLONIAL DRIVE SUITE 300 ORLANDO FL 32803 596191018 EDUCATIONAL AND RECREATIONAL SERVICES FOR DEVELOPMENTALLY DISABLED FL 501(C)(3) LINE 10 LIFE CONCEPTS INC DBA QUEST INC 1 LIFE CONCEPTS GROUP HOME I INC 1509 E COLONIAL DRIVE SUITE 300 ORLANDO FL 32803 592752878 HOUSING FOR DEVELOPMENTALLY DISABLED FL 501(C)(3) LINE 10 LIFE CONCEPTS INC DBA QUEST INC 1 LIFE CONCEPTS GROUP HOME II INC 1509 E COLONIAL DRIVE SUITE 300 ORLANDO FL 32803 593053288 HOUSING FOR DEVELOPMENTALLY DISABLED FL 501(C)(3) LINE 10 LIFE CONCEPTS INC DBA QUEST INC 1 LIFE CONCEPTS INDEPENDENT LIVING I INC 1509 E COLONIAL DRIVE SUITE 300 ORLANDO FL 32803 592988012 HOUSING FOR DEVELOPMENTALLY DISABLED FL 501(C)(3) LINE 10 LIFE CONCEPTS INC DBA QUEST INC 1 LIFE CONCEPTS INDEPENDENT LIVING II INC 1509 E COLONIAL DRIVE SUITE 300 ORLANDO FL 32803 593053289 HOUSING FOR DEVELOPMENTALLY DISABLED FL 501(C)(3) LINE 10 LIFE CONCEPTS INC DBA QUEST INC 1 QUEST VILLAGE LTD 500 E COLONIAL DRIVE ORLANDO FL 32853 352526599 HOUSING FOR DEVELOPMENTALLY DISABLED FL N/A 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 FLORIDA FOUNDATION FOR SPECIAL CHILDREN INC D 3635010 BOOK VALUE LIFE CONCEPTS GROUP HOME I INC D 95844 BOOK VALUE LIFE CONCEPTS GROUP HOME II INC D 97301 BOOK VALUE THE SIDE LYER COMPANY LLC D 850330 BOOK VALUE