2015-12-03T16:03:11-06:00 2015-06-30 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE SUITE 400 PHOENIX AZ 850044527 990 2014-07-01 237395103 SCOTTSDALE TRAINING AND REHABILITATION SERVICES INC (STARS) SCOT 4809945704 7507 E OSBORN RD SCOTTSDALE AZ 85251 DAVID HENDERSON CEO/PRESIDENT 4809945704 2015-12-01 1 BRENDA BLUNT CPA P00075126 6022645844 2015-12-01 2014 2016-03-07 17:11:31Z STARS DAVID HENDERSON 7507 E OSBORN RD SCOTTSDALE AZ 85251 3244803 0 X WWW.STARSAZ.ORG X 1987 AZ FOUNDED IN SCOTTSDALE, AZ IN 1973, STARS PROVIDES RESOURCES AND TRAINING TO (CONTINUED ON SCH. O) ADULTS AND TEENS WITH DEVELOPMENTAL AND COGNITIVE DISABILITIES, SUPPORTING INDIVIDUAL CHOICE TOWARD ACHIEVEMENT OF PERSONAL, SOCIAL AND ECONOMIC INDEPENDENCE. 24 23 224 145 0 0 419828 635697 2226337 2400104 46602 49430 111126 67533 2803893 3152764 0 0 0 0 2031285 2100091 0 0 247181 935421 1011410 2966706 3111501 -162813 41263 3164488 3191753 741663 749615 2422825 2442138 X FOUNDED IN SCOTTSDALE, AZ IN 1973, STARS PROVIDES RESOURCES AND TRAINING TO ADULTS AND TEENS WITH DEVELOPMENTAL AND COGNITIVE DISABILITIES, SUPPORTING INDIVIDUAL CHOICE TOWARD ACHIEVEMENT OF PERSONAL, SOCIAL AND ECONOMIC INDEPENDENCE. 1 0 751949 902140 DAY TREATMENT AND TRAINING: PROVIDED BASIC READING, MATH AND LANGUAGE INSTRUCTION, HOME MANAGEMENT, AND SOCIALIZATION TO 91 INDIVIDUALS. 764559 700557 FACILITY BASED: PROVIDED REMUNERATIVE EMPLOYMENT AND VOCATIONAL TRAINING TO 140 INDIVIDUALS IN THE FACILITY'S WORK CENTER. 636931 565314 COMMUNITY BASED: SUPPORTED EMPLOYMENT AND JOB PLACEMENT SERVICES PROVIDED TO 140 INDIVIDUALS TO HELP THEM FIND JOBS AND ADJUST TO EMPLOYMENT IN THE COMMUNITY. 392346 232093 OTHER PROGRAM SERVICES INCLUDE TRANSPORTATION, RESPITE, THERAPEUTIC AUTISM AND THE TRANSITIONS PROGRAM. THE TRANSITIONS PROGRAM PROVIDES CASH MANAGEMENT, CONNECTIONS TO RESOURCES AND SPECIALIZED TRAINING TO TEENS WITH SPECIAL NEEDS TRANSITIONING FROM HIGH SCHOOL TO ADULT LIFE. 392346 232093 2545785 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 224 1 0 0 0 0 0 1 1 0 0 0 0 0 X 24 23 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X DEBORAH KATTELMAN 4809975704 7507 E OSBORN RD SCOTTSDALE AZ 85251 KING MARY DIRECTOR 2.00 X 0 0 0 LEE ELOISA DIRECTOR 2.00 X 0 0 0 SNEED BONNIE DIRECTOR 2.00 X 0 0 0 WEST-MACMILLAN JAYME DIRECTOR 2.00 X 0 0 0 ENGLISHKYLE DIRECTOR 2.00 X 0 0 0 CHABRIER ALAINA DIRECTOR 2.00 X 0 0 0 BROOKS JONATHAN DIRECTOR 2.00 X 0 0 0 HOUGHTON MIKE DIRECTOR 2.00 X 0 0 0 LOCKE RACHEL DIRECTOR 2.00 X 0 0 0 BINDON JIM DIRECTOR 2.00 X 0 0 0 ITURRI JOE DIRECTOR 2.00 X 0 0 0 LEISBERG LARRY DIRECTOR 2.00 X 0 0 0 SHANNON TOM DIRECTOR 2.00 X 0 0 0 RODBELL ALAN DIRECTOR 2.00 X 0 0 0 NOYES VIKKI DIRECTOR 2.00 X 0 0 0 LABUE TONY DIRECTOR 2.00 X 0 0 0 GREEN PAM DIRECTOR 2.00 X 0 0 0 HUMBLE WILL DIRECTOR 2.00 X 0 0 0 CLEMENTS TIM CHAIR 2.00 X X 0 0 0 GEHLER JAN VICE CHAIR 2.00 X X 0 0 0 HULSTON STEPHEN TREASURER 2.00 X X 0 0 0 MARTIN ALESIA PAST CHAIR 2.00 X X 0 0 0 FENLON HELENE SECRETARY 2.00 X X 0 0 0 HENDERSON DAVID CEO/PRESIDENT (STARTING 12/31/14) 40.00 X X 0 0 0 KORTE VIRGINIA CEO/PRESIDENT (THROUGH 12/31/14) 40.00 X X 122995 0 0 AVERY THOMAS CFO (THROUGH 6/30/15) 40.00 X 76280 0 4518 199275 0 4518 1 0 0 0 0 40760 24412 199762 370763 130679 635697 TUITION AND FEES 624310 902140 902140 VOCATIONAL WORKER 624310 700557 700557 SERVICE FEES 624310 565314 565314 OTHER PROGRAM REVENUE 624310 232093 232093 2400104 49430 49430 153644 24412 92039 61605 61605 PARKING INCOME 812930 4537 4537 MISCELLANEOUS INCOME 999999 1391 1391 5928 3152764 2400104 0 116963 173869 37300 82272 54297 1572271 1367541 89513 115217 353951 313318 21660 18973 117852 71153 21434 25265 2433 2091 342 11000 11000 10774 10774 40885 32028 3373 5484 97857 87283 5801 4773 58665 56695 1840 130 155165 121470 19398 14297 45456 42873 1550 1033 CLIENT TRAINING 299062 299062 OPERATING EXPENSES 100042 62472 30315 7255 MATERIALS AND SUPPLIES 40567 36022 4139 406 EQUIPMENT 17486 16477 958 51 14166 14166 3111501 2545785 318535 247181 182917 281043 51314 127909 44195 22098 207279 231322 224979 0 7441 4865 40581 18643 2524781 1106358 1332004 1418423 1073778 1087450 3164488 3191753 190371 229245 312 0 550980 520370 741663 749615 X 2350962 2383516 71863 58622 2422825 2442138 3164488 3191753 41263 -21950 0 X 0 1 X 1 0 X 2232064 2181755 512021 419828 635697 5981365 347313 347313 347313 326727 1368666 2232064 2529068 859334 767141 962424 7350031 7350031 27172 32656 34222 46602 49430 190082 62120 108255 61605 231980 1798 1437 4330 2871 5928 16364 7788457 7398676 0.94370 0.96070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2010 AMOUNT: $ 1,798. 2011 AMOUNT: $ 1,437. 2012 AMOUNT: $ 4,330. 2013 AMOUNT: $ 2,871. 2014 AMOUNT: $ 5,928. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 8239 0 0 8239 0 PART II-B, LINE 1: THE ORGANIZATION MEETS WITH KEY ARIZONA LEGISLATORS AS NEEDED TO LOBBY FOR FUNDING FOR PROGRAMS TO PROVIDE PERSONS WITH DISABILITIES WITH OPPORTUNITIES AND RESOURCES THAT ENABLE THEM TO ACHIEVE THEIR HIGHEST LEVELS OF PERSONAL, SOCIAL AND ECONOMIC INDEPENDENCE. IN ADDITION TO THE DIRECT LOBBYING, THE ORGANIZATION IS A MEMBER OF THE ARIZONA ASSOCIATION OF PROVIDERS FOR PEOPLE WITH DISABILITES. A PORTION OF THE DUES WE PAY FUND LOBBYING EFFORTS TO PRESERVE AND EXPAND SPECIAL EDUCATION, HUMAN SERVICES AND EMPLOYMENT OPPORTUNITIES FOR THE DISABLED. 247180 247180 1274674 355402 919272 127185 102753 24432 875742 648203 227539 1418423 X 3447750 -21950 327710 305760 3141990 10774 10774 3152764 3428437 327710 327710 3100727 10774 10774 3111501 PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. FIESTA DE LAS MADRINAS 124236 24412 99824 2796 29167 28399 FASHION SHOW 53820 53820 314 10347 21016 178056 24412 153644 3110 39514 49415 92039 61605 X 3 109762 FMV X PROJECTOR 1 6300 FMV X EVENT PASSES 1 6000 FMV X FUNDRAISING SUPPLIES 4 3810 FMV X PRINTING 2 2572 FMV X OTHER SUPPLIES 2 1900 FMV X GIFT CARDS AND PARTY PRIZES 3 335 FMV 0 0 0 0 PART I, COLUMN (B): SCH. M, PT. I, COLUMN (B): AMOUNT REPORTED IN COLUMN (B) REPRESENTS NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 2 THERAPEUTIC AUTISM - PROGRAM WAS STARTED IN OCTOBER 2014. THE ORGANIZATION WILL PROVIDE A VARIETY OF IN-HOME, DIRECT SERVICES INCLUDING APPLIED BEHAVIOR ANALYSIS, RESPITE, HABILITATION, ASSESSMENT AND PARENT TRAINING. WE WILL ALSO PROVIDE CENTER-BASED SERVICES INCLUDING MANY OF THE SAME SERVICES PLUS TRAINING APPLICABLE IN GROUP ENVIRONMENTS SUCH AS SOCIAL SKILLS, WORK TRAINING PROGRAMS, COMMUNICATIONS AND OTHERS. ALL SERVICES WILL BE PROVIDED BY STAFF WITH A VARIETY OF CREDENTIALS, DEPENDING ON THE SERVICES. WE WILL BE WORKING PRIMARILY WITH CHILDREN, AGES 3 - 16 AS AN EXPANSION OF SERVICES ALREADY PROVIDED TO CLIENTS IN THIS AGE GROUP. OVERALL, OUR PLAN IS TO PROVIDE WRAP-AROUND SERVICES IN A CONTINUUM OF CARE TO MEET THE INCREASING NEEDS OF YOUTH ON THE AUTISM SPECTRUM. THIS PROGRAM WILL BE AN ENHANCEMENT TO THE PROGRAMS THAT WE HAVE HISTORICALLY PROVIDED IN ORDER TO FILL GAPS IN LOCAL COMMUNITY SERVICES. WE WILL NOT BE RESPONDING TO MEDICAL REFERRALS. RATHER, WE WILL BE IMPLEMENTING PROGRAMS BASED ON NEEDS IN THE COMMUNITY THAT HAVE BEEN IDENTIFIED THROUGH OUR COMMUNITY NEEDS ASSESSMENT AND ONGOING DIALOGUE WITH FAMILIES IN OUR COMMUNITY. THE PROGRAM IS STILL IN THE DEVELOPMENT STAGES AND DID NOT SERVE ANY PARTICIPANTS AS OF JUNE 30, 2015. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE HAS THE AUTHORITY OF THE BOARD BETWEEN MEETINGS OF THE BOARD, EXCEPT THAT THE EXECUTIVE COMMITTEE DOES NOT HAVE THE AUTHORITY TO MAKE DECISIONS THAT REQUIRE THE AUTHORIZATION OR APPROVAL OF THE BOARD UNDER APPLICABLE LAW, FILL ANY VACANCIES ON THE BOARD, REMOVE A MEMBER OF THE BOARD OR AN OFFICER, AMEND OR REPEAL THE BYLAWS OR THE ARTICLES OF INCORPORATION OF THE CORPORATION, OR DISSOLVE THE CORPORATION OR SELL SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS TO A THIRD PARTY. THE EXECUTIVE COMMITTEE IS COMPOSED OF ANY MEMBER OF THE BOARD APPOINTED BY THE CHAIRMAN OF THE BOARD. IN ADDITION, THE IMMEDIATE PAST CHAIRMAN OF THE BOARD, THE CHAIRMAN OF THE BOARD, THE VICE CHAIR, THE SECRETARY AND THE TREASURER SERVE AS EX-OFFICIO, VOTING MEMBERS OF THE EXECUTIVE COMMITTEE, AND THE PRESIDENT SERVES AS AN EX-OFFICIO, NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. THE CHAIRMAN OF THE BOARD SERVES AS THE CHAIRMAN OF THE EXECUTIVE COMMITTEE, AND AS SUCH, CALLS, SETS THE AGENDA FOR, AND PRESIDES OVER THE EXECUTIVE COMMITTEE'S MEETINGS. FORM 990, PART VI, SECTION A, LINE 4 THE ARTICLES OF INCORPORATION WERE AMENDED ON MARCH 25, 2015 TO CHANGE THE BOARD OF DIRECTOR'S SIZE TO 25. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE PRIOR TO FILING AND IS AVAILABLE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE STARS CONFLICT OF INTEREST POLICY COVERS THE MEMBERS OF THE BOARD OF DIRECTORS, MEMBERS OF ANY COMMITTEES WITH DELEGATED POWERS FROM THE BOARD OF DIRECTORS, AND MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM. THE MEMBERS OF THE BOARD OF DIRECTORS OR THE APPROPRIATE COMMITTEE THAT ARE NOT AN INTERESTED PERSON SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS AND WHETHER OR NOT THE TRANSACTION CAN BE APPROVED. THE BOARD OF DIRECTORS OR APPROPRIATE COMMITTEE MEMBERS SHALL EXERCISE APPROPRIATE DUE DILIGENCE IN ORDER TO DETERMINE IF A CONFLICT OF INTEREST EXISTS. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OF DIRECTORS OR APPROPRIATE COMMITTEE MEMBERS SHALL DETERMINE BY A MAJORITY VOTE (NOT INCLUDING ANY INTERESTED PERSON(S)) WHETHER OR NOT THE TRANSACTION OR ARRANGEMENT IS IN THE BEST INTEREST OF STARS AND WHETHER OR NOT TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE PERFORMS AN ANNUAL PERFORMANCE REVIEW BASED ON INPUT FROM THE PRESIDENT AND THE EXECUTIVE COMMITTEE. THE COMPENSATION IS REVIEWED BASED ON SALARY SURVEYS AND DATA FROM COMPARABLE ORGANIZATIONS TO REVIEW AND SET THE AMOUNT. THE AMOUNT IS SET IN EXECUTIVE SESSION. THE VP OF FINANCE COMPENSATION IS SET BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.