2024-05-14T13:39:28-05:00 2023-06-30 952302617 SINGERLEWAK LLP 2010 MAIN ST STE 300 IRVINE CA 92614 990 2022-07-01 953147421 PROJECT INDEPENDENCE PROJ 7145493464 3505 CADILLAC AVENUE O-103 COSTA MESA CA 92626 ROBERT WATSON CEO 7145493464 2024-05-09 1 ROBERT WATSON 999009999 0 JONATHAN P SCHUBERT CPA P00103314 9496230540 2024-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT WATSON 3505 CADILLAC AVENUE O-103 COSTA MESA CA 92626 3748529 0 X PROINDEPENDENCE.ORG X 1976 CA PROVIDE INDEPENDENT & SUPPORTED LIVING SKILLS TRAINING, SUPPORTED EMPLOYMENT AND COMMUNITY BASED DAY CARE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. TO OPERATE SCHOOLS AND CONDUCT PROGRAMS OF REHABILITATIVE THERAPY FOR LEARNING-DISABLED CHILDREN AND ADULTS, AND PROGRAMS OF HABILITATIVE TRAINING FOR OTHER CHILDREN AND ADULTS. 10 9 96 70 0 0 132762 30084 4093370 3684117 7981 2461 0 14413 4234113 3731075 0 0 0 0 3596105 3158329 0 0 54927 774747 646456 4370852 3804785 -136739 -73710 5571219 5311670 996331 814472 4574888 4497198 X TO PROMOTE CIVIL RIGHTS FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES THROUGH SERVICES WHICH EXPAND INDEPENDENCE AND CHOICE. 0 0 1298089 1380229 INDEPENDENT & SUPPORTED LIVING SERVICES - LIFE QUALITY AND SATISFACTION ASSESSMENT FOR ADULTS WITH DEVELOPMENTAL DISABILITIES. PROGRAM GOAL IS TO PROVIDE TRAINING AND EXPERIENCE TO ENABLE CLIENTS TO FUNCTION WITHIN THE COMMUNITY AND ASSESS THE INDIVIDUAL'S SATISFACTION WITH PROVIDED SERVICES. FUNDED BY THE REGIONAL CENTER OF ORANGE COUNTY. APPROXIMATELY 103 CLIENTS SERVED. 710580 1148155 BEHAVIOR SUPPORT SERVICES - POSITIVE BEHAVIOR SUPPORT PLANS FOR ADULTS WITH DEVELOPMENTAL DISABILITIES. PROGRAM GOAL IS TO PROVIDE TRAINING IN THE AREAS OF SELF-HELP, VOCATIONAL, AND COMMUNITY INTEGRATION. FUNDED BY THE REGIONAL CENTER OF ORANGE COUNTY. STAFFING RATIOS 1:1, 1:3. APPROXIMATELY 23 CLIENTS SERVED. 673824 745030 ADULT DEVELOPMENT SERVICES - CONSUMER-DRIVEN SERVICES TO SUPPORT INDIVIDUAL GOALS OF ADULTS WITH DEVELOPMENTAL DISABILITIES. PROGRAM GOAL IS TO PROVIDE FUNCTIONAL COMMUNITY TRAINING BASED ON INDIVIDUAL NEEDS AND CHOICE, AS WELL AS INTEGRATED SUPPORTED EMPLOYMENT. STAFFING RATIOS 1:4. FUNDED BY THE REGIONAL CENTER OF ORANGE COUNTY. APPROXIMATELY 27 CLIENTS SERVED. 243405 143563 SUPPORTIVE EMPLOYMENT SERVICES - JOB PLACEMENT AND COACHING TO CLIENTS WHO ARE DEVELOPMENTALLY DISABLED. PROGRAM GOAL IS TO PROVIDE JOB PLACEMENT AND JOB COACHING TO ENABLE CLIENTS TO FUNCTION WITHIN THE COMMUNITY. FUNDED BY CALIFORNIA DEPARTMENT OF REHABILITION AND THE REGIONAL CENTER OF ORANGE COUNTY. APPROXIMATELY 40 CLIENTS SERVED. 153315 267140 WORK INCENTIVE AND PLANNING ASSISTANCE - WINNING WITH WORK INCENTIVES IS A PROGRAM DESIGNED TO HELP BENEFITS PLANNING, ASSISTANCE AND OUTREACH FOR PERSONS RECEIVING SOCIAL SECURITY BENEFITS. 396720 410703 3079213 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 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 1 6 0 1 96 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ROBERT WATSON 7145493464 3505 CADILLAC SUITE O-103 COSTA MESA CA 92626 ROBERT WATSON EXECUTIVE DIRECTOR 50.00 X 110963 0 0 DOROTHY BLUBAUGH-BENSON COO (FROM 01/01/23) 50.00 X 90189 0 0 DAN PITTMAN PRESIDENT 5.00 X X 0 0 0 KURT YEAGER VICE PRESIDENT 1.00 X X 0 0 0 DEL HART TREASURER 3.00 X X 0 0 0 DIANE PRITCHETT SECRETARY 3.00 X X 0 0 0 JUDITH COLE BOARD MEMBER 1.00 X 0 0 0 JAMI COUNTRYMAN BOARD MEMBER 1.00 X 0 0 0 DEBBIE MILLER BOARD MEMBER 3.00 X 0 0 0 IAN RICE BOARD MEMBER 3.00 X 0 0 0 HARRY STAHL BOARD MEMBER 3.00 X 0 0 0 NICK WESTPHALEN BOARD MEMBER 1.00 X 0 0 0 201152 0 0 1 0 0 0 DEBRA MARSTELLER 3374 CALIFORNIA STREET COSTA MESA CA 92626 CONSULTING 110688 1 30084 30084 BEHAVIOR PROGRAM 624310 1148155 1148155 ADULT DEVELOPMENT PROG 624310 745030 745030 INDEPENDENT LIVING 624310 693577 693577 SUPPORTED LIVING 624310 686652 686652 WORK INCENTIVE AND PLA 624310 267140 267140 143563 143563 3684117 1831 1831 14692 14062 630 630 630 17805 3392 14413 14413 3731075 3684117 0 16874 205170 28724 176446 2336989 2200773 101160 35056 406888 356556 45891 4441 209282 178182 28587 2513 31128 31128 85312 85312 21924 15548 6376 108554 66534 42020 23813 23813 40096 2336 37760 57182 52555 4627 TRANSPORTATION 80949 80503 363 83 VEHICLE EXPENSES 62259 62185 74 OTHER EXPENSES 41586 4965 23937 12684 EQUIPMENT EXPENSE 33047 33047 60606 30352 30104 150 3804785 3079213 670645 54927 3039268 1894254 453604 445586 450497 374447 20459 18177 2729735 1350327 1416446 1379408 173043 1181896 17902 17902 5571219 5311670 472289 364054 524042 450418 996331 814472 X 4402081 4400463 172807 96735 4574888 4497198 5571219 5311670 X -73710 9055 -13035 X X 0 1 X 1 0 X 371452 414208 392797 397958 315029 1891444 371452 414208 392797 397958 315029 1891444 17208 1874236 5107 38419 7981 1831 53338 1944782 21173690 0.96370 0.95020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14594 14594 14594 14594 14594 14594 14594 14594 14594 14594 0 0 475000 475000 1325000 512447 812553 173467 87894 85573 264181 257899 6282 492087 492087 0 1379408 3741806 9055 9055 3732751 -1676 -1676 3731075 3806461 0 3806461 -1676 -1676 3804785 PART V, LINE 4: THE ORGANIZATION RECEIVED FUNDS FROM THE ORANGE COUNTY HOUSING AUTHORITY FOR AIDING CLIENTS IN OBTAINING HOUSING. THE CASH IS PERMANENTLY RESTRICTED FOR THIS USE AND REQUIRES A SEPARATE BANK ACCOUNT. THESE FUNDS ARE LOANED TO CLIENTS FOR RENT DEPOSITS AND EXPENSES. THE FUNDS ARE REPORTED AS RESTRICTED CASH AND PERMANENTLY RESTRICTED NET ASSETS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING REVENUES RECLASS -1,217. FUNDRAISING EXPENSES RECLASS -3,392. OTHER LOSS RECLASS 2,933. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASS -3,392. FUNDRAISING REVENUES RECLASS -1,217. OTHER LOSS RECLASS 2,933. X X X 0 CA WALK FOR INDEPENDENCE 17805 17805 500 2892 17805 17805 500 2892 3392 14413 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD NOMINATES BOARD MEMBERS FOR THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS THE FINANCIAL DOCUMENTS AND TAX RETURNS BEFORE THEY ARE SUBMITTED AND FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS ALL ISSUES REGARDING CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION UTILIZES COMPENSATION SURVEYS AND STUDIES AND BOARD APPROVAL TO ESTABLISH THAT COMPENSATION IS REASONABLE. THE EXECUTIVE DIRECTOR'S COMPENSATION WAS REVIEWED FOR THE FISCAL YEAR ENDED JUNE 30, 2023. THE BOARDS OF DIRECTORS FORM A REVIEW BOARD EACH YEAR TO REVIEW THE EXECUTIVE DIRECTOR'S JOB DESCRIPTION AND JOB PERFORMANCE. THEY APPROVE ANY PAY INCREASES OR ADDITIONAL BENEFITS FOR HER POSITION. THE SENIOR MANAGERS ARE EVALUATED BY THE EXECUTIVE DIRECTOR EVERY FEW YEARS. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE ON GUIDESTAR. THE FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR PERIOD BALANCE SHEET ADJUSTMENTS -13,035. FORM 990, PART XII, LINE 2C AUDIT COMMITTEE: THE BOARD OF DIRECTORS HAS CONSTITUTED AN AUDIT COMMITTEE AND DELEGATED TO THAT COMMITTEE THE RESPONSIBILITY FOR ENGAGING INDEPENDENT AUDITORS AND MONITORING THE AUDIT PROCESS. THIS STRUCTURE HAS BEEN IN EFFECT IN PRIOR YEARS AND WAS NOT CHANGED IN THE CURRENT YEAR. 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 PITTMAN & ASSOCIATIONINC M 10000 FMV