2025-07-15T10:27:27-05:00 2024-08-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-09-01 751008422 CITIZENS DEVELOPMENT CENTER CITI 2146372911 8800 AMBASSADOR ROW DALLAS TX 75247 NAEEM KARMOEDDIEN FINANCE CONTROLLER 2146372911 2025-07-14 1 0 LACEY M QUATSOE P01300865 4078021200 2025-07-14 2023 2025-03-06 01:10:19Z U&I BRIDGETT FORGE 8800 AMBASSADOR ROW DALLAS TX 75247 6040807 0 X WWW.UANDISPREADTHELIGHT.COM X 1951 TX EMPOWERING INDIVIDUALS WITH DISABILITIES TO ACHIEVE THEIR HIGHEST LEVEL OF INDEPENDENCE. 5 5 1469 74 0 0 358841 352950 5976790 5500952 37469 10820 -136814 -82642 6236286 5782080 0 0 0 0 4954206 4922584 0 0 70710 1019885 1425700 5974091 6348284 262195 -566204 2752580 2152299 201409 167332 2551171 1984967 X CITIZENS DEVELOPMENT CENTER (DBA U & I) EMPOWERS MEN AND WOMEN WITH DISABILITIES TO ACHIEVE THEIR HIGHEST LEVEL OF EMPLOYMENT, AND ULTIMATELY THEIR HIGHEST LEVEL OF INDEPENDENCE. PROGRAMS INCLUDE VOCATIONAL TRAINING AND EMPLOYMENT PLACEMENT SERVICES. 0 0 4021586 4884161 U & I'S WORKFORCE DEVELOPMENT PROGRAM PROVIDES WORK READINESS TRAINING AND JOB PLACEMENT ASSISTANCE FOR INDIVIDUALS WITH DISABILITIES WITH A FOCUS ON VETERANS, YOUTH IN TRANSITION, AND THOSE LIVING IN POVERTY. SERVICES ADDRESS THE NUMEROUS EMPLOYMENT OBSTACLES THEY FACE AND INCLUDE VOCATIONAL ADJUSTMENT TRAINING, WORK EXPERIENCE, MOBILE WORK CREWS, AND EMPLOYMENT/PLACEMENT. VOCATIONAL ADJUSTMENT TRAINING (VAT) IS CURRICULUM-BASED INSTRUCTION FOR SPECIAL EDUCATION STUDENTS WHO ARE PREPARING TO TRANSITION OUT OF HIGH SCHOOL. THIS INSTRUCTION TARGETS SELF-AWARENESS, SOFT SKILLS, JOB PREPARATION, DISABILITY DISCLOSURE AND MONEY MANAGEMENT. THERE ARE 6 VAT MODULES RANGING FROM 10 TO 30 HOURS EACH. VAT GREATLY BENEFITS STUDENTS WITH SPECIAL NEEDS BY HELPING THEM DEVELOP COMPETENCIES AND SKILLS NECESSARY FOR SUCCESS ON THE JOB AND IN THE COMMUNITY, DEVELOP JOB PREPARATION SKILLS TO INCREASE THEIR PROBABILITY OF GETTING A JOB, AND IMPROVE THEIR COMMUNICATION AND INTERPERSONAL SKILLS. WORK EXPERIENCE TRAINING PROVIDES SPECIAL EDUCATION STUDENTS WITH EXPERIENCE IN A "REAL PEOPLE DOING REAL WORK" ENVIRONMENT, AND HELPS THE STUDENT EXPLORE CAREER OPTIONS, GAIN WORK EXPERIENCE, DEVELOP EMPLOYABILITY SKILLS, IMPROVE SOFT SKILLS, AND BUILD SELF CONFIDENCE. STUDENTS ARE ASSIGNED TO A WORK SITE FOR 4 TO 6 HOURS PER DAY FOR UP TO 12 WEEKS. AT THE WORKSITE, OUR UNTWISE CERTIFIED JOB SKILLS TRAINERS WORK SIDE BY SIDE WITH THE STUDENT TEACHING WORK AND SOFT SKILLS, REINFORCING SKILLS, AND ESTABLISHING JOB ACCOMMODATIONS. OUR MOBILE WORK CREWS PROVIDE FLEET VEHICLE WASHING, JANITORIAL AND LANDSCAPING SERVICES FOR AREA TXDOT FACILITIES. OUR EMPLOYMENT/PLACEMENT SERVICES INCLUDE AN ARRAY OF SUPPORT AND SERVICES FOR INDIVIDUALS WITH DISABILITIES, INCLUDING VETERANS AND THOSE LIVING IN POVERTY, SO THAT THEY CAN SUCCESSFULLY OBTAIN AND MAINTAIN EMPLOYMENT. SERVICES INCLUDE EXTENSIVE ASSESSMENT, JOB READINESS TRAINING, JOB PLACEMENT ASSISTANCE, COUNSELING/GUIDANCE, WEEKLY SUPPORT GROUP, COMPUTER LAB, TRANSPORTATION TO JOB FAIRS/INTERVIEWS, MONTHLY BUS PASSES, REFERRALS/ASSISTANCE (FOOD PANTRIES, HOUSING SERVICES, CLOTHES CLOSETS, ETC.), WORK-RELATED EQUIPMENT, EMPLOYER EDUCATION, AND LIFETIME JOB RETENTION SERVICES. IN THE 2023-2024 FISCAL YEAR, U & I'S WORKFORCE DEVELOPMENT SERVICES SERVED 1,099 INDIVIDUALS. U & I'S PARTNERSHIP WITH WORKQUEST AND WAGE SERVICES PROGRAM PROVIDES PAYROLL SERVICES TO WORKQUEST/TX WORKFORCE COMMISSION WHO PROVIDE THE WORK EXPERIENCE TRAINING FOR INDIVIDUALS ACROSS THE STATE OF TEXAS. U & I SERVED 1,156 INDIVIDUALS IN THE WAGE SERVICES PROGRAM IN THE 2023-2024 FISCAL YEAR. 1708199 739525 U & I'S WORK CENTER PROGRAM PROVIDES VOCATIONAL TRAINING, LIFE SKILLS INSTRUCTION, AND PAID WORK OPPORTUNITIES TO INDIVIDUALS WITH SEVERE DISABILITIES SO THEY CAN DEVELOP ESSENTIAL WORK AND SOFT SKILLS AND BE SUCCESSFUL IN THEIR MOST INDEPENDENT WORK ENVIRONMENT. CLIENTS LEARN WORK SKILLS WHILE PERFORMING PACKAGING AND ASSEMBLY JOBS. TECHNIQUES SUCH AS BREAKING THE JOB INTO SMALLER STEPS AND ADAPTIVE AIDS LIKE COUNTING BOARDS ARE USED TO ENABLE OUR CLIENTS TO COMPLETE A VARIETY OF TASKS. SOFT SKILLS TRAINING IS PROVIDED THROUGHOUT THE DAY USING POSITIVE REINFORCEMENT, INSTRUCTION, GUIDANCE, AND ROLE-PLAY. CLASSROOM INSTRUCTION IS ALSO PROVIDED TO REINFORCE SKILLS LEARNED DURING WORK TRAINING AND TEACH NEW LIFE AND SOFT SKILLS. TOPICS INCLUDE SAFETY, COMMUNICATION, SOCIALIZATION, AND WORK-READINESS. SOCIAL ACTIVITIES, SUCH AS PARTIES, ARE SCHEDULED TO FURTHER DEVELOP INTERPERSONAL SKILLS. AS EACH CLIENT HAS UNIQUE OBSTACLES TO EMPLOYMENT, INDIVIDUALIZED GOALS ARE IDENTIFIED USING A PERSON-CENTERED PLANNING MODEL. A SUBCOMPONENT OF THIS PROGRAM, ENHANCED DAY HABILITATION, PROVIDES ADDITIONAL LIFE SKILLS INSTRUCTIONS FOR INDIVIDUALS WHO HAVE DIFFICULTY PARTICIPATING IN A FULL-DAY VOCATIONAL PROGRAM DUE TO MEDICAL, BEHAVIORAL, OR ATTENTION CHALLENGES AND/OR REQUIRE ADDITIONAL ASSISTANCE IN ADAPTIVE SKILLS. IN THE 2023-2024 FISCAL YEAR, ACHIEVE SERVED 120 INDIVIDUALS IN THIS PROGRAM. 5729785 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 37 0 1 1469 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 1 1 1 0 X NAEEM KARMOEDDIEN 2146372911 8800 AMBASSADOR ROW DALLAS TX 75247 OBI CHUKWUMAH PRESIDENT 2.00 2.00 X X 0 0 0 TODD WHITE SECRETARY 2.00 2.00 X X 0 0 0 MARK HEYMANN TREASURER 2.00 2.00 X X 0 0 0 JOYCE MAZERO TRUSTEE 2.00 2.00 X 0 0 0 MATTHEW MILHAUSER TRUSTEE 1.00 1.00 X 0 0 0 WILLIAM BRELAND CEO (THRU 7/2024) 38.00 2.00 X 145508 0 24814 BRIDGETT FORGE CEO (AS OF 7/2024) 38.00 2.00 X 0 0 0 TEREZ SMITH DIRECTOR OF FINANCE (THRU 5/2024) 39.00 1.00 X 87212 0 12028 NAEEM KARMOEDDIEN FINANCE CONTROLLER (AS OF 6/2024) 38.00 2.00 X 0 0 0 232720 0 36842 1 0 1 0 0 127940 85995 139015 37944 352950 WAGE SERVICES 624310 4275325 4275325 AGENCIES 624310 1225627 1225627 5500952 13818 13818 15015 0 15015 15015 15015 2998 -2998 -2998 -2998 10528 85995 240288 -229760 -229760 3930 0 3930 3930 135445 15441 120004 120004 INSURANCE REBATE 900099 3490 3490 PROGRAM TRIP FEES 900099 2730 2730 VENDING 900099 1949 1949 8169 5782080 5623686 0 -194556 415827 380981 33266 1580 3984977 3816172 161961 6844 10406 9534 833 39 128483 117715 10281 487 382891 346622 35624 645 500 500 34437 34437 293189 136791 127184 29214 83627 44496 16058 23073 281746 262625 18328 793 23453 16954 6205 294 188335 168402 19810 123 184714 175227 9487 98339 78890 17859 1590 TRAINING 55313 53316 1806 191 EMPLOYEE APPRECIATION 39101 27507 8673 2921 PROGRAM SUPPLIES 35253 11794 23459 EQUIPMENT LEASE/REPAIR 17221 15988 933 300 90472 66771 21085 2616 6348284 5729785 547789 70710 466378 64306 451091 174903 64743 76720 792747 776974 11160 0 21909 32139 3298723 2303235 901540 995488 43012 31769 2752580 2152299 155948 127757 630 45461 38945 201409 167332 X 2526814 1982148 24357 2819 2551171 1984967 2752580 2152299 -566204 0 X 0 1 X 1 0 X 720435 1690362 314001 358841 352950 3436589 1540177 2388660 3866544 5976790 5623686 19395857 17871 1888 3917 14458 38134 2278483 4079022 4182433 6339548 5991094 22870580 16095 9200 13400 6949 5000 50644 831623 2911740 4689811 4460393 12893567 16095 840823 2925140 4696760 4465393 12944211 9926369 1682 53065 28833 83580 1682 53065 28833 83580 26448 37739 9214 23160 5439 102000 2304931 4116761 4193329 6415773 6025366 23056160 0.43050 0.56190 0.00360 0.00280 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 26,448. 2020 AMOUNT: $ 37,739. 2021 AMOUNT: $ 9,214. 2022 AMOUNT: $ 23,160. INSURANCE REBATE - 2023 AMOUNT: $ 3,490. VENDING - 2023 AMOUNT: $ 1,949. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 346320 346320 2323938 1792927 531011 406430 324730 81700 222035 185578 36457 995488 DUE TO CDC FOUNDATION 7059 LEASE LIABILITY - OPERATING 8899 LEASE LIABILITY - FINANCING 22987 38945 X PART X, LINE 2: THE CENTER AND FOUNDATION ARE NONPROFIT ORGANIZATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3); THEREFORE, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. TAXES ARE PAID ON NET INCOME EARNED FROM SOURCES UNRELATED TO THE EXEMPT PURPOSES. THERE WAS NO NET INCOME FROM UNRELATED BUSINESS FOR THE YEAR ENDED AUGUST 31, 2024. EACH ENTITY FILES AS A TAX-EXEMPT ORGANIZATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. DASH 96523 85995 10528 1688 78554 13581 90133 56332 96523 85995 10528 1688 78554 13581 90133 56332 240288 -229760 X X 0 0 0 0 0 0 0 0 0 WILLIAM BRELAND CEO (THRU 7/2024) 120508 0 25000 0 0 0 360 0 24454 0 170322 0 0 0 X 11 34944 FMV X 1 3000 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS OF ART AND FOOD INVENTORY. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SERVES AS THE BOARD'S LEADERSHIP TEAM TO STREAMLINE BOARD PROCESSES AND ASSURE THE BOARD REMAINS FOCUSED ON GOVERNANCE, FULFILLMENT OF THE AGENCY MISSION AND IMPLEMENTATION OF THE STRATEGIC PLAN. WHEN THE BOARD OF TRUSTEES IS UNAVAILABLE, THE EXECUTIVE COMMITTEE SHALL CARRY ON ALL THE BUSINESS OF THE BOARD BETWEEN THE REGULAR MEETINGS OF THE BOARD AND SHALL HAVE ALL THE POWER AND AUTHORITY OF THE BOARD EXCEPT AS LIMITED BY LAW, THE ARTICLES OF INCORPORATION, OR THE BYLAWS. A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM IN ORDER FOR THE COMMITTEE TO CONDUCT BUSINESS, PROVIDED HOWEVER, THAT THE EXECUTIVE COMMITTEE MAY MEET BY TELEPHONE. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED IN WRITING TO THE BOARD OF TRUSTEES AT THE NEXT BOARD MEETING. THE EXECUTIVE COMMITTEE SHALL SERVE AT THE PLEASURE OF THE BOARD OF TRUSTEES AND IN ADDITION TO THE ABOVE DUTIES SHALL PERFORM WHATEVER DUTIES DESIGNATED BY THE BOARD OF TRUSTEES. THE PRESIDENT IS CHAIR OF THE EXECUTIVE COMMITTEE, WHICH SHALL INCLUDE THE OFFICERS AND THE IMMEDIATE PAST PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE CONTROLLER REVIEWS THE FORM 990 THEN PRESENTS IT TO THE CEO FOR REVIEW BEFORE IT IS PROVIDED TO THE BOARD OF TRUSTEES REPRESENTATIVES, WHICH INCLUDE THE PRESIDENT AND THE TREASURER OF THE BOARD FOR REVIEW. IT IS THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES MUST SIGN THE CONFLICT OF INTEREST POLICY, AND THEY MUST IMMEDIATELY REPORT CONFLICTS OR POTENTIAL CONFLICTS TO THE PRESIDENT OF THE ORGANIZATION. ONCE A TRUSTEE OR OFFICER REPORTS A CONFLICT TO THE PRESIDENT, THAT PERSON IS NOT PERMITTED TO VOTE OR USE HIS PERSONAL INFLUENCE ON THE MATTER AND SHALL BE ABSENT FROM THE BOARD MEETING WHILE THAT MATTER IS BEING DISCUSSED. THE MINUTES OF THE MEETING MUST REFLECT THE DISCLOSURE AND THE FACT OF THE TRUSTEE'S ABSENCE DURING THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 ONLY THE BOARD OF TRUSTEES MAY DETERMINE OR CHANGE THE COMPENSATION OF THE CEO OF THE ORGANIZATION. THE BOARD IS TASKED WITH EVALUATING THE CEO'S PERFORMANCE ANNUALLY USING A SET OF CRITERIA SPECIFIED IN THE POLICIES. THE EXECUTIVE COMMITTEE OF THE BOARD SENDS THE BOARD OF TRUSTEES AND THE EXECUTIVE DIRECTOR COPIES OF THE FORM TO COMPLETE AND RETURN. THE EXECUTIVE COMMITTEE THEN SUMMARIZES THE FINDINGS AND MEETS WITH THE BOARD TO DISCUSS THE CEO'S COMPENSATION PACKAGE. THE EVALUATION FORM, COMPARABLE SALARY AND BENEFIT DATA, AND THE FINANCIAL POSITION OF THE CENTER ARE ALL CONSIDERED WHEN DETERMINING THE CEO'S SALARY AND/OR ADJUSTMENTS TO IT. MINUTES ARE KEPT OF ALL MEETINGS OF THE EXECUTIVE COMMITTEE AND THE BOARD. ALL OTHER SALARIES ARE DETERMINED BY THE CEO AND THE BOARD AS PART OF THE ANNUAL BUDGETING PROCESS. THE POLICY MANUAL SPECIFIES THAT THE COMPENSATION AND BENEFITS SHALL BE COMPARABLE TO THOSE PROVIDED BY SIMILAR AGENCIES, SUBJECT TO THE AVAILABILITY OF FUNDS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ACHIEVE GREATNESS LLC 8800 AMBASSADOR ROW DALLAS TX 75247 FURTHER CDC'S CHARITABLE PURPOSE TX 0 0 CITIZENS DEVELOPMENT CENTER CDC FOUNDATION 8800 AMBASSADOR ROW DALLAS TX 75247 751326866 TO HOLD AND MAINTAIN FUNDS FOR CENTER TX 501(C)(3) LINE 12A, I CITIZENS DEVELOPMENT CENTER 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0