2014-03-24T09:39:15-05:00 2013-09-30 990 2012-10-01 340714652 CLEVELAND SOCIETY FOR THE BLIND CLEV 2167918118 1909 EAST 101ST STREET CLEVELAND OH 44114 KEVIN R KRENCISZ CPA CGMA MBA 2167918118 2014-03-24 2012 2015-11-30 17:44:51Z KEVIN R KRENCISZ CPA C 1909 EAST 101ST STREET CLEVELAND OH 44106 32244123 0 X CLEVELANDSIGHTCENTER.ORG X 1906 OH THE AGENCY PROVIDES SERVICES FOR PEOPLE WHO ARE BLIND AND VISUALLY IMPAIRED. 67 67 180 500 0 0 4532177 6662179 638625 1374258 9636476 9789284 388515 45612 15195793 17871333 0 0 0 0 5961350 6262007 0 0 584082 2301360 2078027 8262710 8340034 6933083 9531299 83371744 92249877 4350379 2543090 79021365 89706787 X TO EMPOWER PEOPLE WITH VISION LOSS TO REALIZE THEIR FULL POTENTIAL, AND TO SHAPE THE COMMUNITY"S VISION OF THAT POTENTIAL. 0 0 1333378 401541 CHILDRENS SERVICES PROGRAMMING: INFANTS TO PRESCHOOLERS LEARN COMPENSATORY TECHNIQUES TO DEVELOP SKILLS IN COMMUNICATION, INDEPENDENCE, AND MOVEMENT. SCHOOL-AGE CHILDREN ARE SERVED BY OUR CASE MANAGEMENT PROGRAM, HELPING FAMILIES ACCESS NEEDED RESOURCES AND LEARN ADVOCACY SKILLS. YOUNG ADULTS UP TO AGE 23 ACCESS PRE-EMPLOYMENT SKILLS TRAINING (11,752 HOURS) 1225075 910306 EMPLOYMENT SERVICES: 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.(4,386 HOURS) 773401 67597 CASEWORK & SOCIAL SERVICES: PROVIDES ASSESSMENT, INTERVENTION, ADVOCACY, AND REFERRAL SERVICES TO ALL CLIENTS. ASSISTS CLIENTS IN NAVIGATING NETWORKS TO MEET INDIVIDUAL NEEDS. (4,008 HOURS) 489351 234968 COMMUNITY REHABILITATION: TRAINING AND TECHNIQUES TO IMPROVE DAILY LIVING SKILLS AND MOBILITY TO INCREASE INDEPENDENCE FOR CLIENTS OF ALL AGES. (1,977 HOURS) PERSONAL REHABILITATION EMPLOYMENT TRAINING: INSTRUCTION IN THE SKILLS OF DAILY LIVING (COOKING, CLEANING, PERSONAL FINANCES) AND PRE-EMPLOYMENT SKILLS (NAVIGATION, TIME MANAGEMENT, MOBILITY, COMMUNICATIONS). TAUGHT BY INSTRUCTORS WHO ARE LEGALLY BLIND. (4,788 HRS) TALKING BOOKS: PROVIDES BOOKS TO CLIENTS WHO ARE BLIND OR VISUALLY IMPAIRED IN AN ACCESSIBLE AUDIO FORMAT. (104 SERVICE HOURS) 530360 44823 HIGHBROOK LODGE CAMP: 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. (22,031 SERVICE HOURS) 1202933 1065586 CALL CENTER PRODUCTION: MANAGEMENT OF A FULLY-FUNCTIONING CALL CENTER WHICH PROVIDES TRAINING AND COMPETITIVE EMPLOYMENT TO APPROXIMATELY 25 PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED OR HAVE OTHER WORK-LIMITING DISABILITIES. (9,672 PRODUCTION HOURS) 242119 67852 STORER COMPUTER ACCESS CENTER: PROVIDES ASSISTIVE TECHNOLOGY SKILLS TRAINING ON HIGH- AND LOW-TECH HARDWARE, SOFTWARE, AND INTERNET TOOLS. (1,663 HOURS) 341791 96124 LOW VISION CLINIC: EVALUATES AND EDUCATES EACH CLIENT ABOUT THE OPTICAL AIDS NECESSARY TO USE REMAINING VISION MORE EFFECTIVELY. STAFFED BY LICENSED OPTOMETRISTS. (1,035 HOURS) PREVENTION AND EDUCATION: PROVIDES VISION SCREENINGS TO CHILDREN AND SENIORS IN THE COMMUNITY TO IDENTIFY CONDITIONS WHICH COULD LEAD TO PERMANENT VISION LOSS. INFORMATIONAL SEMINARS AVAILABLE UPON REQUEST FOR COMMUNITY GROUPS, SCHOOLS, AND OTHER ORGANIZATIONS IN THE COMMUNITY. (7,729 CLIENTS SERVED) 100850 100809 RESIDENCE CENTER: AVAILABLE TO CLIENTS WHO HAVE NOT YET MASTERED TRAVELING SKILLS, ARE OUT-OF-STATE RESIDENTS, OR ARE PARTICIPATING IN OUR SUMMER YOUTH PROGRAM. (805 OCCUPANCY DAYS) 265407 182948 RETAIL SALES OF AIDS AND APPLIANCES: 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 OVER 2,700 CUSTOMERS SERVED) BRAILLE SERVICES: TRANSCRIPTION SERVICES FOR BRAILLE AND LARGE PRINT TO ACCESS INFORMATION NEEDED FOR SCHOOL, BUSINESS, AND PERSONAL READING. STAFFED IN PART BY VOLUNTEERS TRAINED BY THE LIBRARY OF CONGRESS. (12,293 PAGES BRAILLED) RADIO READING SERVICE: CSCN BROADCASTS 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. (6,816 BROADCASTING HOURS) 145744 4781 RECREATION SERVICES: ACTIVITIES INCLUDE 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. (9,687 SERVICE HOURS) 3318555 1797891 6650409 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 180 1 0 0 0 0 0 0 0 0 X 67 67 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 CGMA MBA 2167918118 1909 EAST 101ST STREET CLEVELAND OH 44106 WILLIAM L SPRING 2.00 X 0 0 0 THOMAS FURNAS 2.00 X 0 0 0 THOMAS J GIBBONS 2.00 X 0 0 0 CHARLES K KOSTER MD 2.00 X 0 0 0 FRANCES R ZVERINA 2.00 X 0 0 0 GARY W POTH 2.00 X 0 0 0 DAVID E COOK 2.00 X 0 0 0 SHERYL KING BENFORD 2.00 X 0 0 0 KAREN ASSINK 2.00 X 0 0 0 WALLY ANDERS 2.00 X 0 0 0 ROBERT L ENGLANDER 2.00 X 0 0 0 ROBERT L HARTFORD III 2.00 X 0 0 0 PRISCILLSA HOAG 2.00 X 0 0 0 FREDERICK KRUPER JONES 2.00 X 0 0 0 VICTOR F LEANZA PHD 2.00 X 0 0 0 HOWARD A LICHTIG 2.00 X 0 0 0 NATHAN S LIPSYC 2.00 X 0 0 0 JILL B MARCOTTE 2.00 X 0 0 0 CAROLINE G OBERNDORF 2.00 X 0 0 0 DOUGLAS A PIPER 2.00 X 0 0 0 MARILYN TIVITSE 2.00 X 0 0 0 JOAN U ALLGOOD 2.00 X 0 0 0 SHOURESH AMIR-TAHMASSEB 2.00 X 0 0 0 ANTHONY AVENI 2.00 X 0 0 0 JEFFERY A BELLER 2.00 X 0 0 0 JACK D BENNETT 2.00 X 0 0 0 MARY H BOOKMAN 2.00 X 0 0 0 WILLIAM E BRUNER II MD 2.00 X 0 0 0 MICHELLE A CREER 2.00 X 0 0 0 THOMAS W CRISTAL 2.00 X 0 0 0 CHERYL E FIELDS 2.00 X 0 0 0 THOMAS E GALVIN 2.00 X 0 0 0 GARY GARDINER 2.00 X 0 0 0 MICHAEL H GREENBERG OD 2.00 X 0 0 0 SALLY K GRISWOLD 2.00 X 0 0 0 CHARLES GUSTAFSON 2.00 X 0 0 0 SUSAN HARNDEN 2.00 X 0 0 0 ELIZABETH HELLMUTH 2.00 X 0 0 0 BRIAN L HEYMAN 2.00 X 0 0 0 BRUCE G HIGLEY 2.00 X 0 0 0 MARY KAY HOWARD PHD 2.00 X 0 0 0 FRED D KIDDER 2.00 X 0 0 0 KRISTIE KOHL 2.00 X 0 0 0 JONATHON H LASS MD 2.00 X 0 0 0 SCOTT MUELLER 2.00 X 0 0 0 JOHN P O'BRIEN 2.00 X 0 0 0 WILLIAM J OCKINGTON 2.00 X 0 0 0 SARA W PARISH 2.00 X 0 0 0 BEVERLY J ROACH 2.00 X 0 0 0 JOHN M SAADA SR 2.00 X 0 0 0 JAMES P SACHER 2.00 X 0 0 0 GORDON H SAFRAN 2.00 X 0 0 0 MICHAEL P SHERBAN 2.00 X 0 0 0 ANDREW L SIKOROVSKY 2.00 X 0 0 0 LINDA CORNELL SMYTHE 2.00 X 0 0 0 CHRISTINE A SOMOSI 2.00 X 0 0 0 THOMAS L STEINEMANN MD 2.00 X 0 0 0 ALEXANDER S TAYLOR III 2.00 X 0 0 0 THEODORE G THOBURN 2.00 X 0 0 0 MARY E TOOKMAN 2.00 X 0 0 0 ELIAS I TRABOULSI MD 2.00 X 0 0 0 RICHARD F TRACANNA 2.00 X 0 0 0 STANLEY E WERTHEIM 2.00 X 0 0 0 STEVEN WILLENSKY 2.00 X 0 0 0 CLYDE E WILLIAMS JR 2.00 X 0 0 0 JOHN P WOLF 2.00 X 0 0 0 JAMES M WOOD 2.00 X 0 0 0 STEVEN M FRIEDMAN 40.00 X 220399 0 21376 KEVIN R KRENCISZ CPA MBA 40.00 X 119386 0 13232 339785 0 34608 2 0 1 0 0 164093 397007 1607326 4493753 6662179 FEES FROM GOVERNMENT 624310 834554 834554 FEES FROM INDIVIDUALS 624310 499628 499628 OTHER REVENUE 624310 40076 40076 1374258 4760513 4760513 18924476 13895705 5028771 5028771 5028771 0 397007 150138 -150138 -150138 522697 326947 195750 195750 17871333 11359292 0 -150138 320000 142500 158500 19000 4751633 3762657 602245 386731 236879 182397 35532 18950 465612 358521 69842 37249 487883 375670 73182 39031 72858 64115 5829 2914 39500 34760 3160 1580 541039 476114 43283 21642 222426 195735 17794 8897 391228 344281 31298 15649 158800 139744 12704 6352 26555 23369 2124 1062 426682 375480 34135 17067 113731 100084 9098 4549 PHONES, RECOG, SVC FEES 85208 74982 6817 3409 8340034 6650409 1105543 584082 208293 26611 1258 111889 106103 689419 754627 78481 79961 68207 110776 18439153 6407766 12115687 12031387 69734708 78776610 363802 363802 83371744 92249877 1058470 616849 3291909 1926241 4350379 2543090 X 38785311 43749145 13082924 15691366 27153130 30266276 79021365 89706787 83371744 92249877 X 9531299 1154123 X X 0 1 X 1 0 X 4448770 4535204 6566521 4439472 6239461 26229428 4448770 4535204 6566521 4439472 6239461 26229428 26229428 1361370 1050426 2017242 3410518 5857424 13696980 35202 32495 14568 22301 40076 144642 40071050 6954566 0.65460 0.71430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69831978 2016235 10887143 3865936 78869420 62235961 113080 11238047 3755110 69831978 65218536 127642 761249 3871466 62235961 63213427 41315 6002719 4038925 65218536 65752878 786035 1379239 4704725 63213427 0 0 995722 995722 13613407 4982903 8630504 3159293 1175335 1983958 670731 249528 421203 12031387 LONG TERM INVESTMENTS 78776610 F 78776610 CUSTODIAL ACCOUNTS 82202 OBLIGATIONS UNDER ANNUITY AGREEMENTS 354039 LINE OF CREDIT 1490000 1926241 X 12754452 0 12754452 5116881 5116881 17871333 7983352 0 7983352 356682 356682 8340034 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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: CONTRIBUTIONS TO THE SPECIAL CAPITAL PROJECT UNREALIZED GAINS ON INVESTMENTS PART XII, LINE 4B - OTHER ADJUSTMENTS: DEPRECIATION EXPENSE PART XI, LINE 8: CHANGE IN VALUE OF BENEFICIAL TRUSTS $1,096,911 PART XII, LINE 4B: CONTRIBUTIONS TO THE SPECIAL CAPITAL PROJECT $88,110 CHANGE IN VALUE OF ANNUITY AGREEMENTS $87,698 REALIZED AND UNREALZIED GAINS ON INVESTMENTS $5,028,771 PART XIII, LINE 2D: CONTRIBUTIONS TO THE SPECIAL CAPITAL PROJECT $88,110 CHANGE IN VALUE OF ANNUITY AGREEMENT $87,698 CHANGE IN VALUE OF BENEFICIAL TRUSTS $1,096,911 NET REALIZED AND UNREALIZED GAINS(LOSSES) ON INVESTMENT TRANSACTIONS $5,028,771 X X X X X 0 0 0 0 0 0 0 0 0 STEVEN M FRIEDMAN 190399 0 30000 0 0 0 0 0 21376 0 241775 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE PRESIDENT/EXECUTIVE DIRECTOR, CHEIF FINANCIAL OFFICER, AND KEY MEMBERS OF THE BUDGET AND FINANCE AND GOVERNANCE COMMITTEES OF THE BOARD OF DIRECTORS HAVE THE OPPORTUNITY TO REVIEW PRIOR TO THE FILING OF THE FORM 990. 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 A COMPENSATION STUDY 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL TRUSTS 1,096,911. TERMINATION OF THE DEFINED BENEFIT PENSION PLAN -30,486. CHANGE IN VALUE OF ANNUITY AGREEMENTS 87,698. THE AUDIT COMMITTEE AND BUDGET AND FINANCE COMMITTEE OF THE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED IN THE PAST YEAR.