2015-05-14T18:37:12-05:00 2014-06-30 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE SUITE 400 PHOENIX AZ 850044527 990 2013-07-01 237395103 SCOTTSDALE TRAINING AND REHABILITATION SERVICES INC (STARS) SCOT 4809945704 7507 E OSBORN RD SCOTTSDALE AZ 85251 OFFICER CFO 4809945704 2015-05-14 1 BRENDA BLUNT CPA P00075126 6022645844 2015-05-13 2013 2016-02-25 16:41:14Z STARS DAVID HENDERSON 7507 E OSBORN RD SCOTTSDALE AZ 85251 2888269 0 X WWW.STARSAZ.ORG X 1987 AZ PROVIDE PERSONS WITH DISABILITIES IN SCOTTSDALE AZ AND SURROUNDING (CONT. ON SCH. O) COMMUNITIES WITH OPPORTUNITIES AND RESOURCES THAT ENABLE THEM TO ACHIEVE THEIR HIGHEST LEVELS OF PERSONAL, SOCIAL AND ECONOMIC INDEPENDENCE. 22 21 211 50 0 0 512021 419828 2041338 2226337 152921 46602 -9884 111126 2696396 2803893 0 0 0 0 1823406 2031285 0 0 229786 904295 935421 2727701 2966706 -31305 -162813 3325582 3164488 797296 741663 2528286 2422825 X PROVIDE PERSONS WITH DISABILITIES IN SCOTTSDALE, ARIZONA AND SURROUNDING COMMUNITIES WITH OPPORTUNITIES AND RESOURCES THAT ENABLE THEM TO ACHIEVE THEIR HIGHEST LEVELS OF PERSONAL, SOCIAL AND ECONOMIC INDEPENDENCE. 0 0 747948 869980 DAY TREATMENT AND TRAINING: PROVIDED BASIC READING, MATH AND LANGUAGE INSTRUCTION, HOME MANAGEMENT, AND SOCIALIZATION TO 88 INDIVIDUALS. 760313 719943 FACILITY BASED: PROVIDED REMUNERATIVE EMPLOYMENT AND VOCATIONAL TRAINING TO 101 INDIVIDUALS IN THE FACILITY'S WORK CENTER. 519302 442710 COMMUNITY BASED: SUPPORTED EMPLOYMENT AND JOB PLACEMENT SERVICES PROVIDED TO 43 INDIVIDUALS TO HELP THEM FIND JOBS AND ADJUST TO EMPLOYMENT IN THE COMMUNITY. 338971 193704 OTHER PROGRAM SERVICES INCLUDE TRANSPORATION, RESPITE AND THE TRANSITIONS PROGRAM. THE TRANSITIONS PROGRAM PROVIDES CASH MANAGEMENT, CONNECTIONS TO RESOURCES AND SPECIALIZED TRAINING TO TEENS WITH SPECIAL NEEDS TRANSITIONING FORM HIGH SCHOOL TO ADULT LIFE. 338971 193704 2366534 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 1 211 1 0 0 0 0 0 1 1 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X X THOMAS AVERY 4809975704 7507 E OSBORN RD SCOTTSDALE AZ 85251 ALESIA MARTIN CHAIRMAN 2.00 X X 0 0 0 TIM CLEMENTS VICE CHAIRMAN 2.00 X X 0 0 0 JENNIFER WORTHLEY SECRETARY 2.00 X X 0 0 0 MARY KING TREASURER 2.00 X X 0 0 0 WENDY LYONS PAST CHAIRMAN 2.00 X X 0 0 0 CAROLYN ALLEN DIRECTOR 2.00 X 0 0 0 HELEN BALDINO DIRECTOR 2.00 X 0 0 0 JIM BINDON DIRECTOR 2.00 X 0 0 0 JAN GEHLER DIRECTOR 2.00 X 0 0 0 PAM GREEN DIRECTOR 2.00 X 0 0 0 HELENE FENLON DIRECTOR 2.00 X 0 0 0 TODD HARDY DIRECTOR 2.00 X 0 0 0 MIKE HOUGHTON DIRECTOR 2.00 X 0 0 0 STEPHEN HULSTON DIRECTOR 2.00 X 0 0 0 WILL HUMBLE DIRECTOR 2.00 X 0 0 0 KATHERINE HUTTON DIRECTOR 2.00 X 0 0 0 TONY LABUE DIRECTOR 2.00 X 0 0 0 LARRY LEISBERG DIRECTOR 2.00 X 0 0 0 ALAN RODBELL DIRECTOR 2.00 X 0 0 0 TOM SHANNON DIRECTOR 2.00 X 0 0 0 BONNIE SNEED DIRECTOR 2.00 X 0 0 0 VIRGINIA KORTE PRESIDENT/CEO 40.00 X X 122995 0 0 THOMAS AVERY CFO 40.00 X 76487 0 4240 199482 0 4240 1 0 0 0 0 73849 27164 106513 212302 27679 419828 TUITION AND FEES 624310 869980 869980 VOCATIONAL WORKER 624310 719943 719943 SERVICE FEES 624310 442710 442710 OTHER PROGRAM REVENUE 624310 193704 193704 2226337 46602 46602 192631 27164 84376 108255 108255 PARKING INCOME 812930 2020 2020 MISCELLANEOUS INCOME 999999 851 851 2871 2803893 2226337 0 157728 205273 27715 102646 74912 1492464 1264138 149184 79142 194070 179693 10876 3501 139478 109940 18538 11000 142984 93950 13265 35769 9025 8201 738 86 11000 6500 3750 750 10261 10261 100507 89354 6087 5066 71680 70124 1491 65 143934 115579 17128 11227 CLIENT TRAINING 226410 226410 OPERATING SERVICES 140461 109650 23679 7132 MATERIALS AND SUPPLIES 53206 48687 3461 1058 EQUIPMENT 18196 16585 1533 78 7757 8 7749 2966706 2366534 370386 229786 987998 182917 51314 69599 44195 217934 207279 230000 224979 3720 7441 23469 40581 2283197 951193 1408287 1332004 344629 1073778 39946 3325582 3164488 215676 190371 30 312 581590 550980 797296 741663 X 2419740 2350962 108546 71863 2528286 2422825 3325582 3164488 -162813 57352 0 X 0 1 X 1 0 X 2347339 2232064 2181755 512021 419828 7693007 347313 347313 347313 1041939 2347339 2232064 2529068 859334 767141 8734946 8734946 32694 27172 32656 34222 46602 173346 62120 108255 170375 2893 1798 1437 4330 2871 13329 9091996 5554972 0.96070 0.98310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2009 AMOUNT: $ 2,893. 2010 AMOUNT: $ 1,798. 2011 AMOUNT: $ 1,437. 2012 AMOUNT: $ 4,330. 2013 AMOUNT: $ 2,871. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 9961 0 0 9961 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 1189129 302792 886337 124705 80305 44400 722183 568096 154087 1332004 X 3198297 57352 347313 404665 2793632 10261 10261 2803893 3303758 347313 347313 2956445 10261 10261 2966706 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 168200 19536 148664 5000 22718 500 30449 FASHION SHOW 51595 7628 43967 3500 7344 1500 13365 219795 27164 192631 8500 30062 2000 43814 84376 108255 X 1 19936 FMV X EVENT PASSES 3 3030 FMV X SUPPLIES 2 2720 FMV X PRINTING 3 1993 FMV 0 0 0 0 PART I, COLUMN (B): SCH. M, PT. I, COLUMN (B): AMOUNT REPORTED IN COLUMN (B) REPRESENTS NUMBER OF CONTRIBUTONS. 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 MEMER OF THE BOARD OR AN OFFICER, AMEND OR REPEAL THE BYLAWS OF THE ARTICLES OF INCORPORATION OF THE CORPORATION OR DISSOLVE THE CORPORATION OR SELL SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS TO A THIRD PARTY. 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. 2013-2014 PROCEDURE WILL INCLUDE EMAILING OR MAILING THE FORM 990 TO THE BOARD MEMBERS. 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.