2017-11-13T07:40:58-06:00 2016-12-31 420714325 RSM US LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2016-01-01 362171729 Easter Seals Inc EAST 3127266200 141 W Jackson Blvd No 1400A Chicago IL 60604 Julie Hubbard Sr. VP of Finance 3127266200 2017-11-08 1 Wayne Harder P00294296 3126343400 108.171.131.186 2017-11-08 16:43:57 CS P 4B8E1423B9F197D509CCF13AB357181C17C415CB 4B8E1423B9F197D509CCF13AB357181C17C415CB 2016 2017-02-10 21:41:12Z X Randall Rutta 141 W Jackson Blvd No 1400A Chicago IL 60604 72022136 0 X www.easterseals.com X 1938 OH To change the way the world defines and views disability by making profound, positive differences in people's lives every day. 17 17 358 29 137792 -9356 61292267 55319953 7269484 7948035 399238 199404 912088 795025 69873077 64262417 19092214 18513657 0 0 12075557 11051529 2625709 2107073 14778012 35348889 32608983 69142369 64281242 730708 -18825 26045148 24914558 25387328 25164635 657820 -250077 X Easterseals' purpose is to change the way the world defines and views disability by making profound, positive differences in people's lives every day. For nearly 100 years we have been the indispensable resource for people and families challenged by disabilities. Now, as America faces a broad range of new issues, Easterseals makes a major, positive, life-changing difference in the lives of people and families challenged by today's disabilities. The work we do every day is redefining disabilities for the 21st century.Day by day, person by person, Easterseals does the hard work in communities across the nation to make a positive, profound difference in the lives of people facing today's disabilities. Whether the challenge is physical, intellectual, emotional or social, Easterseals is America's go-to resource, growing stronger every day because of support from thousands of people like you-people who know how deeply disability affects individuals, families and communities. 0 0 16747575 14205574 Easter Seals Senior Community Service Employment Program (SCSEP) is a work-based community service program for older workers, funded by the Department of Labor (DOL). Authorized by the Older American Act, the program provides subsidized, service-based training for low-income persons 55 or older, who are unemployed with poor employment prospects. SCSEP's mission is to promote economic self-sufficiency for older individuals seeking to achieve this goal. Program participants train at community nonprofits and government agencies, gaining skills to prepare them for employment.(See Schedule O for additional program information)In addition, Easter Seals provides program participants training to help them become job-ready; this can include resume workshops, interview workshops, job search assistance, and other supports to become job-ready.The U.S. Department of Labor Employment and Training Administration (DOLETA) administers SCSEP by awarding grants to 15 non-profit organizations (including Easter Seals, Inc.) and to each of 56 state and territorial governments. Easter Seals, a national SCSEP grantee since 2003 had nine affiliate organizations working as sub-recipients of SCSEP during its 2016 program year. During program year 2016, Easter Seals served (3,133) participants and successfully trained many participants who were "most in need." Participants included (437) people over age 70; (1740) homeless or at-risk of homelessness; (947) with a disability; (444) were veterans; (294) participants had limited English proficiency; (579) tested with low literacy skills; and (1393) had an advanced education ranging from one year of college to doctoral degrees. (403) participants exited during the year for paid employment, with an average starting wage of ($11.66) per hour, made possible through their participation in the SCSEP. During this same period, Easter Seals SCSEP participants provided (1,505,302) million hours of community service hours to local not-for-profit and government agencies through their training assignments. These community service hours greatly benefit local communities in addition to training SCSEP participants. 11346602 Public Health Education: Creating a public awareness about individuals living with disabilities and the issues they face through public relations, multi-media, integrated cross-channel public education campaigns, community advocacy, and on and offline engagement opportunities. Providing up-to-date resources about disabilities, disability awareness, opportunities, and other relevant topics. Messaging and awareness driven primarily through two marketing efforts - Make the First Five Count, focused on early intervention and screening for all young children, and Easter Seals Dixon Center, emphasis on changing the conversation about our veterans and military families to drive more employment, education, health/wellness and community reintegration supports and opportunities. 7269752 164333 5362123 Program Development: Building from Easter Seals' expertise, Easter Seals is focusing on four service areas of critical importance: young children, older adults, people living with autism, and military service members, veterans and military families. Funds, leadership, and assistance are directed to Easter Seals' affiliates and here at headquarters to provide services for children and adults with autism and other disabilities through their centers. Primary services are medical rehabilitation, job training and employment, inclusive child care, early intervention, autism services, adult day services, and camping and recreation. 5522887 2593000 1843914 Fundraising Advisory: Training and consultation with Easter Seals' affiliates to strengthen their relationships with donors and make the general public aware of the needs of children and adults with disabilities and their families. 1660444 561486 The National Aging and Disability Transportation Center (NADTC): NADTC is operated through a cooperative agreement (DC64-5313) funded by the Department of Transportation, Federal Transit Administration (FTA). Its mission is to promote the availability and accessibility of transportation options that meet the needs of older adults and people with disabilities, and caregivers. Staff conducted the business of our cooperative agreement in these areas: information, referral and technical assistance activities (e.g., toll-free information and referral, targeted technical assistance to service providers), training programs (e.g., online courses, webinars), and outreach initiatives (e.g., newsletters, information briefs on specific topics of interest, presentations at conferences, maintenance of website, engagement with social media, online communities).NADTC Total Individuals Served: 77,031Information & Referral - # Information & Referral & TA calls (800 line): 553- # transportation calls/inquiries through Eldercare Locator: 29,722Training- # Training events - online courses - 2- # Training events - webinars - 6- # Total people who participated in training events: 1,149Outreach - Products, Mailings, & E-Alerts- # Products disseminated at events: 7,121 - # Mailing list subscribers (avg/mailing): 5,529- # Alerts distributed: 22Outreach - Website - # Unique visitors (users) to website (June-December 2016): 38,301Outreach - Social Media- # YouTube views (June-Dec 2016): 1,581- # Facebook posts: 75- # Tweets posted: 157- # Twitter followers: 149- # LinkedIn posts: 62- # LinkedIn followers: 47Outreach - Presentations- # Conferences staff participated in: 16 1544668 515715 Management Advisory: Managing Easter Seals' brand and membership standards with affiliates; consulting on general management issues including: Easter Seals' best practices for service delivery, board development, and doing business as a nonprofit: finance and accounting, budgeting, strategic planning and personnel selection. 1309900 978464 National Center for Mobility Management (NCMM): Funded through a cooperative agreement with the US Department of Transportation, Federal Transit Administration. NCMM is a partnership across Easterseals, the Community Transportation Association, and the American Public Transportation Association.The mission of the National Center for Mobility Management (NCMM) is to facilitate communities to adopt transportation strategies and mobility options that empower people to live independently and advance health, economic vitality, self-sufficiency, and community. The Center is funded by the Federal Transit Administration to provide diverse and universally-designed technical assistance by:- Working with States, regions, and local communities to address transportation challenges, solve problems, and build capacity to coordinate resources through mobility management; - Supporting FTA's Coordinating Council on Access and Mobility (CCAM); - Developing and delivering training, products, and informational materials; and- Building mobility management infrastructures.In 2016, NCMM staff provided intense and targeted technical assistance and professional development support to over 100 individuals from all fifty states and FTA regions. Staff conducted 20 national, regional, and local trainings, workshops, and presentations. The Center also administered a small demonstration grant program through which 7 communities around the country were funded to design solutions to address healthcare and transit connections. Through social media, in 2016-17 NCMM Outreach targeted: Visitors to Website: 7,050 Members of LinkedIn Group (peer to peer networks): 1,481 Twitter followers: 1,758 NCMM newsletter subscribers: 1,090 677764 10800 226283 Professional Education and Training: Activities to improve the knowledge, skills, and critical judgment of affiliate staff, volunteers, caregivers, and other health and education professionals. 584150 Advocacy for Persons with Disabilities and Research: Time spent on activities wherein the primary goal is influencing communities or legislators on a state or national level to insure equal rights and opportunities for people with disabilities. 11299813 4143750 2585912 46663742 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 76 0 1 358 1 1 1 0 0 0 0 0 0 0 0 0 X 17 17 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AR AK CA CO CT DC FL GA HI IL IN KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI NV X X Julie Hubbard Sr VP of Finance 3127266200 141 W Jackson Blvd No 1400A Chicago IL 60604 Joseph G Kern Chairman (Started 10/22/16) 3.00 1.00 X X 0 0 0 Richard W Davidson Chairman (Until 10/21/16) 3.00 1.00 X X 0 0 0 Fred J Maahs Jr 1st Vice Chairman 3.00 X X 0 0 0 Eileen Howard Boone 2nd Vice Chairman 3.00 X X 0 0 0 Elizabeth W DeBiasi Secretary (Started 10/22/16) 3.00 X X 0 0 0 Nancy H Goguen Secretary (Until 10/21/16) 3.00 X X 0 0 0 Kathleen C Daly Treasurer 3.00 1.00 X X 0 0 0 James Bee Board Member 3.00 X 0 0 0 Rick Fleetwood Board Member 3.00 X 0 0 0 Diane Deskins Hastert Board Member 3.00 X 0 0 0 John F Jostrand Board Member 3.00 X 0 0 0 Nivine Megahed PhD Board Member 3.00 X 0 0 0 Kimberly Michel Board Member 3.00 X 0 0 0 Sheldon Orloff MD Board Member 3.00 X 0 0 0 John Pfeiffer Board Member 3.00 X 0 0 0 Franklin A Poff Board Member 3.00 X 0 0 0 Meredith K Sugar Board Member (Started 10/22/16) 3.00 X 0 0 0 Joanne Sullivan Board Member (Started 10/22/16) 3.00 X 0 0 0 Edward L Wenzel Board Member 3.00 X 0 0 0 Michael J Boettcher Board Member (Until 10/21/16) 3.00 X 0 0 0 Kim D Dalgliesh Esq Board Member (Until 10/21/16) 3.00 X 0 0 0 Sandra Towey Board Member (Until 10/21/16) 3.00 X 0 0 0 Randall Rutta President & CEO 50.00 1.00 X 502606 0 61917 Julie Hubbard Sr. VP of Finance 50.00 X 173337 0 228 Bradley F Hutchins Sr. VP of Development 40.00 10.00 X 188360 0 17369 Jennifer L Bielat Sr. VP of Integrated Marketing 50.00 X 205000 0 30863 Katherine Beh Neas Executive VP of Public Affairs 50.00 X 207592 0 32581 Jed Johnson Sr. VP of Strategic Initiatives 50.00 X 164210 0 17206 Kristen Barnfield VP of Pub. Relations/Communications 50.00 X 149273 0 4811 Jennifer L Bartlett VP of Exec. Office (Until 10/15/16) 50.00 X 161335 0 14601 Duncan S Milne Sr. VP of Dixon Ctr. (Until 10/15/16) 50.00 X 184189 0 302 James E Williams Jr - See Sch. J, Part III for Title 0.00 50.00 X 749996 550000 -61920 2685898 550000 117958 30 1 1 0 Russ Reid 11200 Waples Mill Rd Ste 150 Fairfax VA 22030 Professional Fundraiser/Printing 5622686 RR Donnelley 7810 Solution Center Chicago IL 606777008 Printing 4729138 Innerworkings 7503 Solution Center Chicago IL 606777005 Printing 3386016 Blackbaud PO Box 930256 Atlanta GA 311930256 Professional Fundraiser/Printing 1168453 Merkle Response Management Group 100 Jamison Court Hagerstown MD 21740 Donation Processing 1082214 29 19312 63606 20223586 35013449 55319953 Affiliate Membership Fees 541900 3540324 3540324 Government Contract Revenue 541900 2461553 2461553 Affiliate Sales & Services 541900 1381552 1381552 Non-Affiliate Sales & Services 541900 564606 564606 7948035 116820 116820 7838803 3500 7748285 11434 90518 -7934 82584 82584 Donor List Rental 900099 795025 137792 657233 795025 64262417 7948035 137792 856637 18403537 18403537 110120 110120 1157430 325093 730371 101966 688076 688076 6828834 5780656 572173 476005 879120 618801 128310 132009 789535 555743 115235 118557 708534 498727 103413 106394 154729 130279 11285 13165 98505 82940 7184 8381 22669 19087 1653 1929 2107073 2107073 4030 800 3230 5973261 5029393 435653 508215 1449077 1449077 399677 360289 27031 12357 1303181 1097258 95046 110877 1670884 1128516 298203 244165 405991 330628 26802 48561 4390 4390 531518 392465 93968 45085 141443 69019 42178 30246 175619 128714 25203 21702 88456 59743 15787 12926 Print Mail Production 19827528 9913764 9913764 358025 174703 106763 76559 64281242 46663742 2839488 14778012 X 21800400 9986000 0 11814400 3000 3000 7594695 7925500 11652322 8333707 1135302 1243673 104075 0 320221 656663 2506671 510766 255996 1995905 2415571 2393520 200000 200000 2363966 2162590 26045148 24914558 5024924 4962431 4395439 1608084 1596874 3292114 5505105 5662010 8864986 9639996 25387328 25164635 X -9673807 -8976628 8559012 7014575 1772615 1711976 657820 -250077 26045148 24914558 X -18825 45953 -935025 X 0 1 X 1 1 1 X 74276558 73386071 62854568 61292267 55319953 327129417 74276558 73386071 62854568 61292267 55319953 327129417 327129417 604612 373910 234673 175608 116820 1505623 718610 972465 948667 815476 657233 4112451 332747491 36286524 0.98310 0.98140 X Schedule A, Part II, Line 10, Explanation of Other Income: Donor List Rental - 2012 Amount: $ 718,610. 2013 Amount: $ 972,465. 2014 Amount: $ 948,667. 2015 Amount: $ 815,476. 2016 Amount: $ 657,233. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27358 358206 385564 61641457 62027021 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 381630 323780 300982 385564 1391956 250000 250000 250000 250000 1000000 1500000 22312 29021 26127 27358 104818 687900 -63800 900 623200 686800 1100 687900 595300 92000 400 900 686800 681400 -85200 900 595300 537400 142900 2100 -1000 681400 0.00000 1.00000 0.00000 0 0 1165616 19998 1145618 1157564 342347 815217 183491 148421 35070 1995905 Perpetual Trusts 1090639 Charitable Lead Trusts 41647 Charitable Remainder Trusts 1030304 2162590 Pension Liability 8952626 Annuities Payable 687370 9639996 X Part V, Line 4: The principal is to be invested in perpetuity with the interest to be spent for Easter Seals Inc. operating activities based on the board approved spending policy. Part X, Line 2: Easter Seals is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, Easter Seals may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of Easter Seals and various positions related to the potential sources of unrelated business taxable income (UBTI). There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods presented in these financial statements. Easter Seals files Form 990 in the U.S. federal jurisdiction and the state of Illinois. Easter Seals is generally no longer subject to examination by the Internal Revenue Service for years before 2013. X X X X X X X 1 Russ Reid 11200 Waples Mill Rd Ste 150 Fairfax VA 22030 Fundraising 0 9387210 833997 8553213 Infocision Management Corp PO Box 932441 Cleveland OH 44193 Fundraising 0 999665 555073 444592 Merkle Inc PO Box 64897 Baltimore MD 212644897 Fundraising 0 393423 46464 346959 Blackbaud PO Box 930256 Atlanta GA 311930256 Fundraising 0 0 533456 -533456 The Stelter 10435 New York Ave Des Moines IA 50322 Fundraising 0 0 113911 -113911 The Osborne Group 100 S Bedford Rd Ste 340 Mt Kisco NY 10549 Fundraising 0 0 5000 -5000 Mobile Accord 2150 W 29th Ave Ste 200 Denver CO 80211 Fundraising 0 0 19173 -19173 10780298 2107074 8673224 AL AK AR CA CO CT DC FL GA HI IL IN KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI NV Schedule G, Part I, Line 2b, Column (v) For professional fundraisers such as The Osborne Group, Easter Seals, Inc. did not list a revenue amount above. The impact of these consulting relationships is not seen in revenue directly back to headquarters, but rather in fundraising results of our affiliates across the country. Each of these business partners provide strategic input on Easter Seals Inc. fundraising initiatives impacting affiliates nationwide. The Osborne Group works directly with our affiliates, primarily through training opportunities, but also through direct consultation, on advancement of relationship-based fundraising best practices, particularly around Presidents' Council and major gifts. 1 New York Easter Seals 40 W 37th Street Suite 503 New York NY 10018 135596808 501(c)(3) 3276591 Disability Services Easter Seals New Jersey 25 Kennedy Blvd Suite 600 East Brunswick NJ 08816 221508591 501(c)(3) 2803536 Disability Services Easter Seals Goodwill Northern Rocky Mountain 425 1st Avenue North Great Falls MT 594012507 810232125 501(c)(3) 2243685 Disability Services Easter Seals Capital Region & Eastern Connecticut 100 Deerfield Road Windsor CT 060954207 060662138 501(c)(3) 1790151 Disability Services Easter Seals Oregon 5757 Southwest Macadam Ave Portland OR 97239 930386885 501(c)(3) 1585165 Disability Services Goodwill Easter Seals Miami Valley 660 South Main Street Dayton OH 45402 310537112 501(c)(3) 1301696 Disability Services Easter Seals Central Alabama 2125 East South Blvd Montgomery AL 36116 630320188 501(c)(3) 990705 Disability Services Easter Seals Foundation 233 S Wacker Drive Ste 2400 Chicago IL 60606 261207337 501(c)(3) 843292 Disability Services Easter Seals UCP North Carolina & Virginia Inc 5171 Glenwood Avenue Suite 400 Raleigh NC 276123266 560670676 501(c)(3) 746345 Disability Services Goodwill Easter Seals of the Gulf Coast 2448 Gordon Smith Drive Mobile AL 36617 630363472 501(c)(3) 670908 Disability Services Easter Seals New Hampshire 555 Auburn Street Manchester NH 03103 020272825 501(c)(3) 228687 Disability Services Easter Seals Delaware & Maryland's Eastern Shore 61 Corporate Circle New Castle DE 197202439 510066728 501(c)(3) 137991 Disability Services Easter Seals Serving DC MD VA Inc 1420 Spring Street Silver Spring MD 20910 530212296 501(c)(3) 105769 Disability Services Easter Seals Metropolitan Chicago 1939 W 13th Street Suite 300 Chicago IL 606081226 362169153 501(c)(3) 100396 Disability Services Easter Seals Michigan 2399 E Walton Blvd Auburn Hills MI 48326 381402860 501(c)(3) 96787 Disability Services Easter Seals Colorado 5755 W Alameda Avenue Lakewood CO 802263500 840412575 501(c)(3) 86472 Disability Services Easter Seals Wisconsin 8001 Excelsior Drive Madison WI 53717 390824877 501(c)(3) 82995 Disability Services Easter Seals Southeastern Pennsylvania 3975 Conshochocken Avenue Philadelphia PA 191315484 231352293 501(c)(3) 76952 Disability Services Easter Seals Florida 520 N Semoran Blvd Suite 280 Orlando FL 32807 590637848 501(c)(3) 71753 Disability Services Easter Seals DuPage and the Fox Valley Region 830 S Addison Avenue Villa Park IL 601811153 362476388 501(c)(3) 68572 Disability Services Easter Seals Southwest Human Development 2850 N 24th Street Phoenix AZ 85008 860407179 501(c)(3) 58344 Disability Services Easter Seals Southern California 1570 E 17th Street Santa Ana CA 927054734 943068149 501(c)(3) 53320 Disability Services Easter Seals Arkansas 3920 Woodland Heights Road Little Rock AR 722122495 710123680 501(c)(3) 46707 Disability Services Easter Seals Blake Foundation 7750 E Broadway Suite A200 Tucson AZ 85710 860093224 501(c)(3) 43336 Disability Services Easter Seals Western and Central Pennsylvania 2525 Railroad Street Pittsburgh PA 15222 250965215 501(c)(3) 43205 Disability Services Easter Seals Bay Area 391 Taylor Blvd Suite 250 Pleasant Hill CA 94523 943120231 501(c)(3) 43068 Disability Services Easter Seals Massachusetts 484 Main Street Worcester MA 016081817 042103867 501(c)(3) 40596 Disability Services Easter Seals Nevada 6200 W Oakey Blvd Las Vegas NV 89146 942815686 501(c)(3) 40484 Disability Services Easter Seals of Central Illinois 507 E Armstrong Avenue Peoria IL 616033197 370686250 501(c)(3) 37970 Disability Services Easter Seals ARC of Northeast Indiana 4919 Coldwater Road Fort Wayne IN 468255532 350998711 501(c)(3) 37388 Disability Services Easter Seals Washington 200 W Mercer Street Ste 210E Seattle WA 98119 910575956 501(c)(3) 37330 Disability Services Easter Seals Joliet Region Inc 212 Barney Drive Joliet IL 60435 362300706 501(c)(3) 33332 Disability Services Easter Seals North Georgia 53 Perimeter Center East Suite 550 Atlanta GA 30319 581919768 501(c)(3) 29862 Disability Services Easter Seals Southeast Wisconsin 2222 S 114th Street West Allis WI 53227 390816849 501(c)(3) 23082 Disability Services Easter Seals Eastern Pennsylvania 1501 Lehigh Street Suite 201 Allentown PA 18103 232823542 501(c)(3) 22511 Disability Services Easter Seals Iowa PO Box 5168 Des Moines IA 50305 420707100 501(c)(3) 22311 Disability Services Easter Seals Volusia and Flagler Counties Ellen Black Center - PO Box 9117 Daytona Beach FL 32120 590722785 501(c)(3) 21881 Disability Services Easter Seals TriState 2901 Gilbert Avenue Cincinnati OH 45206 310873433 501(c)(3) 21550 Disability Services Easter Seals Greater Houston 4500 Bissonnet Suite 340 Bellaire TX 774013006 741238418 501(c)(3) 18070 Disability Services Easter Seals Capper Foundation 3500 SW 10th Avenue Topeka KS 666041904 480543745 501(c)(3) 17118 Disability Services Easter Seals Crossroads Rehabilitation Center 4740 Kingsway Drive Indianapolis IN 462051521 350869058 501(c)(3) 16804 Disability Services Easter Seals North Texas 1424 Hemphill Street Fort Worth TX 761044703 750827419 501(c)(3) 16716 Disability Services Easter Seals West Georgia Inc PO Box 1690 Fortson GA 31808 581919206 501(c)(3) 16573 Disability Services Easter Seals Central and Southeast Ohio 3830 Trueman Court Hilliard OH 43026 314379471 501(c)(3) 15795 Disability Services Easter Seals Hawaii 710 Green Street Honolulu HI 968132119 990075235 501(c)(3) 15727 Disability Services Easter Seals Midwest 13545 Barrett Parkway Suite 300 Ballwin MO 63021 430827160 501(c)(3) 13728 Disability Services Easter Seals Northern Ohio 2173 N Ridge Road Suite G Lorain OH 44055 314380051 501(c)(3) 13298 Disability Services Easter Seals Tennessee 750 Old Hickory Blvd 2-260 Brentwood TN 37027 620504893 501(c)(3) 11562 Disability Services Easter Seals Coastal Fairfield County 120 Holcomb Street Hartford CT 06112 060653197 501(c)(3) 11328 Disability Services Easter Seals Southern Georgia 1906 Palmyra Road Albany GA 317011598 581915733 501(c)(3) 7048 Disability Services Oklahoma Easter Seal Society 701 NE 13th Street Oklahoma City OK 73104 730580276 501(c)(3) 6151 Disability Services Easter Seals Texas 1611 Headway Circle Building 2 Austin TX 78754 750808811 501(c)(3) 6044 Disability Services Easter Seals South Florida 1475 NW 14th Avenue Miami FL 331251692 590722783 501(c)(3) 5680 Disability Services Easter Seals Superior California 3205 Hurley Way Sacramento CA 95864 941279800 501(c)(3) 5666 Disability Services Goodwill Easter Seals Minnesota 553 Fairview North St Paul MN 55104 410706171 501(c)(3) 5357 Disability Services 55 0 Veteran Participant Support Services 56 93983 SCSEP Participant Supportive Services 2 8636 Ability First Staff Exchange Program 2 7501 Part I, Line 2: Easter Seals Inc. monitors the various grants provided to affiliates through the use of financial and non-financial measures. For example, each affiliate must submit its Form 990 and audited financial statements to ensure solvency and that basic financial thresholds are met. For non-financial measures, Easter Seals Inc. has multiple interactions with affiliates throughout the year to monitor performance and to make recommendations for incorporating best practices into affiliates' operations. X X X X X 1 1 0 0 0 0 0 0 0 Randall Rutta President & CEO 493042 0 0 0 9564 0 56679 0 5238 0 564523 0 0 0 Julie Hubbard Sr. VP of Finance 173337 0 0 0 0 0 0 0 228 0 173565 0 0 0 Bradley F Hutchins Sr. VP of Development 188360 0 0 0 0 0 0 0 17369 0 205729 0 0 0 Jennifer L Bielat Sr. VP of Integrated Marketing 205000 0 0 0 0 0 14048 0 16815 0 235863 0 0 0 Katherine Beh Neas Executive VP of Public Affairs 207592 0 0 0 0 0 14971 0 17610 0 240173 0 0 0 Jed Johnson Sr. VP of Strategic Initiatives 164210 0 0 0 0 0 11637 0 5569 0 181416 0 0 0 Kristen Barnfield VP of Pub. Relations/Communications 149273 0 0 0 0 0 4583 0 228 0 154084 0 0 0 Jennifer L Bartlett VP of Exec. Office (Until 10/15/16) 133396 0 0 0 27939 0 9114 0 5487 0 175936 0 0 0 Duncan S Milne Sr. VP of Dixon Ctr. (Until 10/15/16 144522 0 10000 0 29667 0 0 0 302 0 184491 0 0 0 James E Williams Jr - See Sch. J, Part III for Title 99996 550000 0 0 650000 0 -61920 0 0 0 688076 550000 0 0 Part I, Lines 4a-b The following individuals received severance payments for the amount listed during 2016. This compensation is reported on Part II, column B(iii). Duncan S. Milne - $29,667 Jennifer L. Bartlett - $27,939 James E. Williams, Jr. was the President and CEO of Easter Seals, Inc. from June 1990 to December 31, 2014. On January 1, 2015 he became the President of the Easter Seals Foundation until December 31, 2016. His compensation components were as follows: - Easter Seals, Inc. - $99,996 for consulting services pursuant to an independent contractor contract. His services included advising the current President and CEO of Easter Seals, Inc. on employee and management issues as well as strategy and fund development. - Easter Seals, Inc. - $650,000 is supplemental executive retirement plan payments. This non-recurring compensation includes contractually entitled deferred compensation accumulated over Mr. Williams 24 years as Easter Seals, Inc. President and CEO. - Easter Seals, Inc. - $61,920 is the decrease in the value of the pension accrual. - Easter Seals Foundation - $550,000 for employment as President of this organization through December 31, 2016. Form 990, Part VII, Section A: James E. Williams, Jr. - Title: Former President & CEO of Easter Seals, Inc. (1990-2014); President, Easter Seals Foundation (2015-2016) Form 990, Part VI, Section A, line 4 During 2016, the bylaws of Easter Seals, Inc. were amended to explain changes made to the standing Board committees regarding their responsibilities and membership. Form 990, Part VI, Section A, line 6 The membership of Easter Seals shall consist of two (2) classes: Affiliates and Provisional Affiliates. Both classes shall have the right to vote, acting through their duly designated delegates to the National House, except the right of a Provisional Affiliate to vote may be restricted or denied as provided in the by-laws. Form 990, Part VI, Section A, line 7a The members of the organization, acting through their duly designated delegates to the National House, have the right to nominate and elect certain Easter Seals, Inc. directors. Form 990, Part VI, Section A, line 7b The members of the organization, acting through their duly designated delegates to the National House, have the following rights: -Recommend policy -Overrule policy -Amend articles of incorporation -Ratify certain by-laws -Repeal or amend by-laws Form 990, Part VI, Section B, line 11b The Form 990 was provided to the audit committee prior to the final submission. The audit committee, per its charter, is granted authority by the Board to review the Form 990. Additionally, all board members were provided an electronic copy of the Form 990, including all supplemental schedules, prior to its filing with the IRS. Form 990, Part VI, Section B, line 12c 1) Conflict of Interest forms were sent out and completed by board members and employees for this year. The Conflict of Interest Policy and forms for volunteers and staff have been recently reviewed by legal counsel to ensure they are consistent with all appropriate requirements and regulations. 2) All conflict of interest forms completed by board members and staff are reviewed by human resources to determine if any potential conflicts exist and any potential issues are resolved. Form 990, Part VI, Section B, line 15 The Executive Evaluation and Compensation Committee evaluates the performance and reviews and establishes the compensation of the President and Chief Executive Officer of Easter Seals. The Committee also reviews compensation of key executive team members. Comparable compensation data, prepared by several outside sources, is shared with the Committee to assist them in their decision-making. The Committee's decisions are formally documented in minutes. Form 990, Part VI, Section C, line 19 Easter Seals, upon request, will provide copies of any of the following documents to the general public for the same period of disclosure as set forth in IRC section 6104(d): 1) Form 1023, 2) Form 990, 3) Form 990-T, 4) governing documents, 5) conflict of interest policy, and 6) financial statements. Additionally, the prior three years of Forms 990 and the financial statements are available on the Easter Seals, Inc. website (www.easterseals.com). Form 990, Part XI, line 9: Pension liability adjustments other than net periodic benefit cost -723,187. Change in value of split interest agreements -211,838. Easter Seals Foundation 141 W Jackson Blvd Suite 1400A Chicago IL 60604 261207337 Supports Easter Seals, Inc. IL 501(c)(3) Line 12a, I Easter Seals Inc 1 Charitable Lead Trusts (2) Charitable Trust IL Easter Seals Inc T 0 Charitable Remainder Trusts (6) Charitable Trust IL Easter Seals Inc T 0 Perpetual Trusts (3) Charitable Trust IL Easter Seals Inc T 0 Perpetual Trust (1) Charitable Trust IL Easter Seals Inc T 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 Easter Seals Foundation B 843292 Cash Easter Seals Foundation C 63606 Cash