2016-04-04T08:54:03-05:00 2015-09-30 990 2014-10-01 340714652 CLEVELAND SOCIETY FOR THE BLIND CLEV 2167918118 1909 EAST 101ST STREET CLEVELAND OH 44114 KEVIN R KRENCISZ CPA MBA CFO/DIRECTOR OF ADMINISTRATION 2167918118 2016-04-01 2014 2016-08-17 19:52:53Z CLEVELAND SIGHT CENTER KEVIN R KRENCISZ CPA M 1909 EAST 101ST STREET CLEVELAND OH 44106 22834436 0 X CLEVELANDSIGHTCENTER.ORG X 1906 OH THE AGENCY PROVIDES SERVICES FOR PEOPLE WHO ARE BLIND AND VISUALLY IMPAIRED. 59 59 233 557 0 0 2789261 1851458 1854628 3014009 6919099 1346193 38229 54189 11601217 6265849 0 0 0 0 6227922 6337046 0 0 554691 2127700 2952873 8355622 9289919 3245595 -3024070 95210546 90750606 1660669 983003 93549877 89767603 X TO EMPOWER PEOPLE WITH VISION LOSS TO REALIZE THEIR FULL POTENTIAL, AND TO SHAPE THE COMMUNITY'S VISION OF THAT POTENTIAL. 0 0 1078228 296656 EARLY INTERVENTION, PRESCHOOL, AND OTHER SCHOOL SERVICES: WHERE PARENTS OF 0-3 YEAR OLDS LEARN COMPENSATORY TECHNIQUES TO DEVELOP SKILLS IN COMMUNICATION, INDEPENDENCE AND MOVEMENT, CHILDREN AGED 3-5 ATTEND BRIGHT FUTURES PRESCHOOL, AND SCHOOL-AGED CHILDREN ARE SERVED BY OUR CASE MANAGEMENT PROGRAM, HELPING FAMILIES ACCESS NEEDED RESOURCES AND LEARN ADVOCACY SKILLS. TEACHERS OF SCHOOL-AGED CHILDREN ARE TAUGHT BY OUR TEACHERS OF THE VISUALLY IMPAIRED ABOUT HOW TO ADAPT THEIR CLASSROOM FOR A CHILD WITH A VISION DISABILITY. YOUNG ADULTS UP TO AGE 23 ARE ENGAGED IN PRE-EMPLOYMENT SKILLS TRAINING (428 CLIENTS SERVED). VISION SCREENINGS ARE PROVIDED TO CHILDREN IN GREATER CLEVELAND AND BEYOND TO IDENTIFY CONDITIONS WHICH COULD LEAD TO PERMANENT VISION LOSS (7,802 CHILDREN SCREENED). 2511012 514645 ADULT CLINICAL, TRAINING, AND SOCIAL WORK SERVICES, INCLUDING: CASEWORK & SOCIAL SERVICES ASSISTING CLIENTS IN NAVIGATING NETWORKS TO MEET INDIVIDUAL NEEDS (1,884 CLIENTS SERVED); TRAINING AND TECHNIQUES TO IMPROVE DAILY LIVING SKILLS AND MOBILITY TO INCREASE INDEPENDENCE (550 CLIENTS SERVED); PERSONAL REHABILITATION EMPLOYMENT TRAINING PROVIDING INSTRUCTION IN THE SKILLS OF DAILY LIVING AND PRE-EMPLOYMENT SKILLS, TAUGHT BY INSTRUCTORS WHO ARE LEGALLY BLIND (8 CLIENTS SERVED); STORER COMPUTER ACCESS CENTER PROVIDING ASSISTIVE TECHNOLOGY SKILLS TRAINING (142 CLIENTS SERVED); LOW VISION CLINIC EVALUATING AND EDUCATING CLIENTS ABOUT THE OPTICAL AIDS NECESSARY TO UTILIZE REMAINING VISION MORE EFFECTIVELY, STAFFED BY LICENSED OPTOMETRISTS WITH SPECIAL FOCUS ON LOW VISION EXAMS (1,069 CLIENTS SERVED). 2859561 2169943 EMPLOYMENT OPERATIONS AND PLACEMENT, INCLUDING: ASSISTANCE IN JOB READINESS, JOB SEARCH, AND EMPLOYMENT SKILLS. PROGRAM OFFERINGS INCLUDE SUPPORTED EMPLOYMENT, CUSTOMER SERVICE TRAINING, AND THE BUSINESS ENTERPRISE PROGRAM FOR EMPLOYMENT IN THE FOOD SERVICE INDUSTRY (351 CLIENTS SERVED). CALL CENTER PRODUCTION SERVICES INCLUDING MANAGEMENT OF A FULLY-FUNCTIONING CALL CENTER WHICH PROVIDES TRAINING AND COMPETITIVE EMPLOYMENT TO PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED OR HAVE OTHER WORK-LIMITING DISABILITIES (EMPLOYMENT OF OVER 50 INDIVIDUALS). 663225 46239 HIGHBROOK LODGE CAMP AND OTHER RECREATIONAL SERVICES, INCLUDING: OPERATING AN AMERICANS WITH DISABILITIES (ADA) ACCESSIBLE RESIDENCE CAMP LOCATED IN CHARDON, OHIO. ESTABLISHED IN 1928 HIGHBROOK IS THE LONGEST CONTINUOUSLY OPERATING CAMP FOR PEOPLE WITH BLINDNESS OR VISION-IMPAIRMENTS. ACCREDITED BY THE AMERICAN CAMP ASSOCIATION SINCE THE 1950S (160 CLIENTS SERVED). RECREATION SERVICES INCLUDE ACTIVITIES SUCH AS SAILING, GOLF, TANDEM BIKING, CRAFTS, LINE DANCING, SOCIAL CLUBS, BOOK DISCUSSION GROUPS, SCULPTURE CLASSES, AUDIO-DESCRIBED THEATER, AND MUSIC STUDY GROUPS FOR PERSONS WHO ARE BLIND OR VISUALLY IMPAIRED (323 CLIENTS SERVED). 379765 121399 ASSISTIVE TECHNOLOGY AND OTHER SERVICES, INCLUDING: RETAIL SALES OF AIDS SUCH AS MAGNIFIERS, "TALKING" ITEMS, AND LARGE PRINT ACCESSORIES. THE "EYE-DEA SHOP" RETAIL STORE OFFERS USEFUL PRODUCTS TO HELP PEOPLE WITH VISION LOSS LIVE MORE SAFELY AND ACCOMPLISH DAILY TASKS WITH GREATER EASE. OPEN TO THE PUBLIC AND ONLINE. (52 WEEKS OPEN AND 3,000 CLIENTS SERVED); BRAILLE TRANSCRIPTION SERVICES FOR BRAILLE AND LARGE PRINT PROVIDED FOR INDIVIDUALS TO READ INFORMATION NEEDED FOR SCHOOL, BUSINESS, AND LEISURE. STAFFED IN PART BY VOLUNTEERS TRAINED BY THE LIBRARY OF CONGRESS; A RADIO READING SERVICE IS PROVIDED THROUGH CLEVELAND SIGHT CENTER'S NETWORK ("CSCN") BROADCASTING AS A SUBCARRIER OF WCPN 90.3, ON WVIZ-TV CHANNEL 25.9, AND ON CLEVELANDSIGHTCENTER.ORG. TWENTY-FOUR HOUR PROGRAMMING MONDAY-FRIDAY; 10 AM - 8 PM SATURDAY AND SUNDAY. ALSO PROVIDES CUSTOMIZED AUDIO FOR CLIENT NEEDS AT HOME, SCHOOL, AND WORK; APARTMENTS ARE AVAILABLE TO CLIENTS WHO HAVE NOT YET MASTERED TRAVELING SKILLS, ARE OUT-OF-STATE RESIDENTS, OR ARE PARTICIPATING IN OUR SUMMER YOUTH PROGRAM. 1042990 167638 7491791 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 15 0 1 233 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 59 59 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X KEVIN R KRENCISZ CPA MBA 2167918118 1909 EAST 101ST STREET CLEVELAND OH 44106 X THOMAS P FURNAS CHAIR 10.00 X 0 0 0 ROBERT L ENGLANDER VICE CHAIR 2.00 X 0 0 0 THOMAS J GIBBONS VICE CHAIR 2.00 X 0 0 0 JILL MARCOTTE VICE CHAIR 2.00 X 0 0 0 FRANN R ZVERINA VICE CHAIR 2.00 X 0 0 0 GARY W POTH TREASURER 5.00 X 0 0 0 SHERYL KING BENFORD SECRETARY 5.00 X 0 0 0 KAREN P ASSINK ASSISTANT SECRETARY 5.00 X 0 0 0 JOAN U ALLGOOD TRUSTEE 2.00 X 0 0 0 WALLY ANDERS TRUSTEE 2.00 X 0 0 0 DAVID E COOK TRUSTEE 2.00 X 0 0 0 CHERYL E FIELDS TRUSTEE 2.00 X 0 0 0 ROBERT L HARTFORD III TRUSTEE 2.00 X 0 0 0 FREDERICK KUPER JONES TRUSTEE 2.00 X 0 0 0 CHARLES K KOSTER MD TRUSTEE 2.00 X 0 0 0 HOWARD A LICHTIG TRUSTEE 2.00 X 0 0 0 CAROLINE G OBERNDORF TRUSTEE 2.00 X 0 0 0 SARA W PARISH TRUSTEE 2.00 X 0 0 0 DOUGLAS A PIPER TRUSTEE 2.00 X 0 0 0 MARILYN TIVITSE TRUSTEE 2.00 X 0 0 0 SHOURESH AMIR-TAHMASSEB FORMER TRUSTEE 0.00 X 0 0 0 JACK D BENNETT TRUSTEE 2.00 X 0 0 0 MARTY H BOOKMAN TRUSTEE 2.00 X 0 0 0 WILLIAM E BRUNER II MD TRUSTEE 2.00 X 0 0 0 MICHELLE A CREER TRUSTEE 2.00 X 0 0 0 THOMAS W CRISTAL TRUSTEE 2.00 X 0 0 0 MICHAEL H GREENBERG OD TRUSTEE 2.00 X 0 0 0 CHARLES GUSTAFSON TRUSTEE 2.00 X 0 0 0 SUSAN HARNDEN TRUSTEE 2.00 X 0 0 0 KRISTIE KOHL TRUSTEE 2.00 X 0 0 0 JOHN P O'BRIEN TRUSTEE 2.00 X 0 0 0 BEVERLY J ROACH TRUSTEE 2.00 X 0 0 0 JOHN M SAADA SR TRUSTEE 2.00 X 0 0 0 JAMES P SACHER TRUSTEE 2.00 X 0 0 0 GORDON H SAFRAN TRUSTEE 2.00 X 0 0 0 ANDREW L SIKOROVSKY TRUSTEE 2.00 X 0 0 0 LINDA CORNELL SMYTHE TRUSTEE 2.00 X 0 0 0 CHRISTINE ANN SOMOSI TRUSTEE 2.00 X 0 0 0 WILLIAM L SPRING TRUSTEE 2.00 X 0 0 0 ALEXANDER S TAYLOR III TRUSTEE 2.00 X 0 0 0 THEODORE G THOBURN TRUSTEE 2.00 X 0 0 0 MARY E TOOKMAN TRUSTEE 2.00 X 0 0 0 RICHARD F TRACANNA TRUSTEE 2.00 X 0 0 0 MYRON MIKE WEISSMAN TRUSTEE 2.00 X 0 0 0 STANLEY E WERTHEIM TRUSTEE 2.00 X 0 0 0 STEVEN WILLENSKY TRUSTEE 2.00 X 0 0 0 JOHN P WOLF TRUSTEE 2.00 X 0 0 0 JAMES M WOOD TRUSTEE 2.00 X 0 0 0 LARRY BENDERS PRESIDENT (APR '15-SEP '15) 40.00 X 138772 0 1491 KEVIN R KRENCISZ CPA MBA CFO/DIRECTOR OF ADMINISTRATION 40.00 X 136372 0 11878 STEVEN M FRIEDMAN FORMER PRESIDENT (OCT '14-APR '15) 40.00 X 90400 0 6766 365544 0 20135 4 1 0 0 0 48170 426602 1376686 1851458 FEES FROM GOVERNMENT 624310 2903696 2903696 FEES FROM INDIVIDUALS 624310 89267 89267 OTHER REVENUE 624310 21046 21046 3014009 3521598 3521598 13834619 16010024 -2175405 -2175405 -2175405 0 426602 109249 -109249 -109249 612752 449314 163438 163438 6265849 4523640 0 -109249 X 385679 178072 183864 23743 4914290 3964849 675261 274180 54419 42539 8821 3059 569703 445330 92349 32024 412955 322802 66940 23213 46995 39056 3327 4612 34000 28257 2407 3336 7500 6233 531 736 1400176 1163658 99119 137399 241658 215899 18390 7369 409947 366249 31197 12501 119451 106719 9090 3642 3256 2909 248 99 477518 426619 36339 14560 114472 95136 8103 11233 PHONES, RECOG, SVC FEES 97900 87464 7451 2985 9289919 7491791 1243437 554691 214809 52937 264188 570373 674407 266050 102278 74379 67380 104510 18363592 6871377 11774622 11492215 82112862 78190142 95210546 90750606 505572 551395 1155097 431608 1660669 983003 X 45278739 43853792 17264417 15837663 31006721 30076148 93549877 89767603 95210546 90750606 X -3024070 -758204 X X 0 1 X 1 0 X 6566521 4439472 6239461 3618291 3316532 24180277 6566521 4439472 6239461 3618291 3316532 24180277 24180277 2017242 3410518 5857424 4497571 3521598 19304353 14568 22301 40076 20973 21046 118964 43603594 5689543 0.55450 0.59960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7500 0 0 0 0 0 0 0 1 7500 0 0 7500 0 PART I-A, LINE 1: MCDONALD HOPKINS WAS ENGAGED FOR THE PURPOSE OF LEARNING ABOUT POSSIBLE LEGISLATION CHANGES FOR THE BENEFIT OF CLEVELAND SOCIETY FOR THE BLIND CLIENTS AND TO SEEK FUNDING FOR CAPITAL PROJECTS. 0 82243570 93797 317347 4334122 78320592 78869420 18869 7640195 4284914 82243570 69831978 2016235 10887143 3865936 78869420 62235961 113080 11238047 3755110 69831978 65218536 127642 761249 3871466 62235961 0 0 995722 995722 13506827 5346095 8160732 2913562 1153208 1760354 947481 372074 575407 11492215 LONG TERM INVESTMENTS 78190142 F 78190142 CUSTODIAL ACCOUNTS 91461 OBLIGATIONS UNDER ANNUITY AGREEMENTS 290147 LINE OF CREDIT 50000 431608 X 8441254 0 8441254 -2175405 -2175405 6265849 8902401 0 8902401 387518 387518 9289919 PART V, LINE 4: TO APPROPRIATE FOR DISTRIBUTION EACH YEAR 5% OF THE ENDOWMENT"S AVERAGE FAIR VALUE OF THE PRIOR 36 MONTHS ENDING JUNE 30TH PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. THE 5% DISTRIBUTION WILL BE USED TO SUPPORT THE OPERATING ACTIVITIES OF THE AGENCY. PART X, LINE 2: THE SOCIETY IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501C3 OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES, AND IS NOT A PRIVATE FOUNDATION UNDER SECTION 509A2. IN ADDITION, THE SOCIETY QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170B1A. THE SOCIETY IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS BEFORE 2008 BY TAXING AUTHORITIES IN JURISDICTIONS WHERE THE SOCIETY HAS FILED RETURNS. THE SOCIETY DID NOT IDENTIFY ANY MATERIAL UNRECOGNIZED TAX BENEFITS UPON EVALUATION OF TAX PROVISIONS TAKEN AND THEREFORE, THERE WAS NO MATERIAL EFFECT ON THE SOCIETY'S FINANCIAL CONDITION OR RESULTS OF OPERATIONS. THE SOCIETY EVALUATES AT EACH BALANCE SHEET DATE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, TO DETERMINE THE NEED TO RECORD LIABILITIES FOR TAXES, PENALTIES, AND INTEREST. THE SOCIETY'S POLICY IS TO RECORD INTEREST AND PENALTIES ON UNCERTAIN TAX PROVISIONS AS INCOME TAX EXPENSE. AS OF SEPTEMBER 30, 2012 AND 2011, THE SOCIETY HAD NO ACCRUED TAXES, INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX PROVISIONS. THE SOCIETY ESTIMATES THE UNRECOGNIZED TAX BENEFIT WILL NOT CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. PART XI, LINE 4B - OTHER ADJUSTMENTS: UNREALIZED LOSS ON INVESTMENTS PART XII, LINE 4B - OTHER ADJUSTMENTS: DEPRECIATION EXPENSE PART XI, LINE 8: CHANGE IN VALUE OF BENEFICIAL TRUSTS -$1,024,370 PART XII, LINE 4B: CHANGE IN VALUE OF ANNUITY AGREEMENTS $27,226 REALIZED AND UNREALZIED GAINS ON INVESTMENTS $3,521,598 PART XIII, LINE 2D: CHANGE IN VALUE OF ANNUITY AGREEMENT $27,226 CHANGE IN VALUE OF BENEFICIAL TRUSTS -$1,024,370 NET REALIZED AND UNREALIZED GAINS(LOSSES) ON INVESTMENT TRANSACTIONS $3,521,598 WALK/RUN 76379 76379 18771 GALA 336453 336453 85152 1 13770 13770 5326 426602 426602 109249 109249 -109249 X X X X X 0 0 0 0 0 0 0 0 0 LARRY BENDERS PRESIDENT (APR '15-SEP '15) 138772 0 0 0 0 0 1491 0 0 0 140263 0 0 0 KEVIN R KRENCISZ CPA MBA CFO/DIRECTOR OF ADMINISTRATION 136372 0 0 0 0 0 5007 0 6871 0 148250 0 0 0 STEVEN M FRIEDMAN FORMER PRESIDENT (OCT '14-APR '15) 89200 0 0 0 1200 0 3903 0 2863 0 97166 0 0 0 SARA W PARISH TRUSTEE 35035 PURCHASE TSHIRTS AND OTHER PROMOTIONAL MATERIALS FOR BUSINESS USE AT FUNDRAISING EVENTS 0 FORM 990, PART VI, SECTION B, LINE 11 THE PRESIDENT/EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, AND MEMBERS OF THE BUDGET AND FINANCE COMMITTEE OF THE BOARD AS WELL AS THE FULL BOARD OF TRUSTEES HAVE THE OPPORTUNITY TO REVIEW PRIOR TO THE FILING OF THE FORM 990. THE APPROVAL IS FORMALLY DOCUMENTED IN THE MINUTES OF THE BUDGET AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE AGENCY REQUIRES ALL OF ITS EMPLOYEES AND BOARD MEMBERS TO SIGN A CODE OF ETHICAL PRACTICE WHEN THEY ARE NEW TO THE ORGANIZATION AND ANNUALLY THEREAFTER. VOLUNTEERS SIGN A CODE OF ETHICS UPON THEIR START AS A VOLUNTEER. ADDITIONALLY, THE CORPORATE COMPLIANCE COMMITTEE MONITORS CONFLICTS OF INTEREST AMONG OTHER MATTERS SURROUNDING FRAUD, WASTE AND ABUSE. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, HUMAN RESOURCES DIRECTOR AND/OR A COMMITTEE WITHIN THE BOARD OF DIRECTORS, PERFORMS COMPENSATION ANALYSIS USING AVAILABLE MARKET DATA AND BASED ON THE TYPE OF POSITION, NEEDS OF THE ORGANIZATION AND LEVEL OF EXPERIENCE OF THE CANDIDATE/EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 CERTAIN GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII EXPLANATION: THE FOLLOWING INDIVIDUALS SERVED AS NON-VOTING ASSOCIATE ADVISORY TRUSTEES OF THE ORGANIZATION: ANTHONY AVENI, THOMAS GALVIN, GARY GARDINER, ELIZABETH HELLMUTH, PRISCILLA HOAG, NATHAN LIPSYC, SCOTT MUELLER, WILLIAM OCKINGTON, THOMAS STEINEMAN, MD, AND ELIAS TRABOUSLI, MD. THE FOLLOWING INDIVIDUALS ARE RECOGNIZED AS LIFE TRUSTEES OF THE ORGANIZATION: MARY KAY HOWARD, PHD AND VICTOR LEANZA, PHD. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,163,658. MANAGEMENT AND GENERAL EXPENSES 99,119. FUNDRAISING EXPENSES 137,399. TOTAL EXPENSES 1,400,176. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL TRUSTS -1,024,370. CHANGE IN VALUE OF ANNUITY AGREEMENTS 27,222. GAIN ON SALE OF LAND 238,944. SECTION G, PAGE 1 OF FORM 990 TOTAL REVENUE IN ITEM G ON PAGE 1 OF FORM 990 REFLECTS $22,834,436 IN GROSS RECEIPTS. THIS IS COMPRISED OF THE FOLLOWING, USING FIGURES FROM PAGE 9, PART VIII: $6,265,849 TOTAL REVENUE (LINE 12, COLUMN A) $2,175,405 NET LOSS ON ENDOWMENT INVESTMENTS (LINE 7D) $13,834,619 PROCEEDS ON ENDOWMENT INVESTMENT TRADES (LINE 7A) $109,249 FUNDRAISING EXPENSES (LINE 8C) $449,314 COST OF INVENTORY SOLD (LINE 10B) ----------- $22,834,436 ===========