2014-05-15T11:07:31-05:00 2013-06-30 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE SUITE 400 PHOENIX AZ 850044527 990 2012-07-01 237395103 SCOTTSDALE TRAINING AND REHABILITATION SERVICES INC (STARS) SCOT 4809945704 7507 E OSBORN RD SCOTTSDALE AZ 85251 OFFICER 4809945704 2014-05-14 1 BRENDA BLUNT P00075126 6022645844 2014-05-14 2012 2015-11-30 17:44:51Z STARS VIRGINIA KORTE 7507 E OSBORN RD SCOTTSDALE AZ 85251 2962753 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 21 183 50 0 0 2131755 512021 395172 2041338 31895 152921 -4091 -9884 2554731 2696396 0 0 0 0 2038866 1823406 0 0 220847 603544 904295 2642410 2727701 -87679 -31305 3407421 3325582 881385 797296 2526036 2528286 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 764846 873796 DAY TREATMENT AND TRAINING: PROVIDED BASIC READING, MATH AND LANGUAGE INSTRUCTION, HOME MANAGEMENT, AND SOCIALIZATION TO 79 INDIVIDUALS. 689437 590216 FACILITY BASED: PROVIDED REMUNERATIVE EMPLOYMENT AND VOCATIONAL TRAINING TO 87 INDIVIDUALS IN THE FACILITY'S WORK CENTER. 507312 410465 COMMUNITY BASED: SUPPORTED EMPLOYMENT AND JOB PLACEMENT SERVICES PROVIDED TO 51 INDIVIDUALS TO HELP THEM FIND JOBS AND ADJUST TO EMPLOYMENT IN THE COMMUNITY. 291134 166861 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. 291134 166861 2252729 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 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 11 0 1 183 1 0 0 0 0 0 1 1 0 0 0 0 X 22 21 1 1 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 WENDY LYONS 2.00 X X 0 0 0 BECKY WHITE 2.00 X 0 0 0 ALESIA MARTIN 2.00 X X 0 0 0 MARY KING 2.00 X X 0 0 0 TIM CLEMENTS 2.00 X X 0 0 0 CAROLYN ALLEN 2.00 X 0 0 0 HELEN BALDINO 2.00 X 0 0 0 JIM BINDON 2.00 X 0 0 0 KEVIN CLASSEN 2.00 X 0 0 0 JAN GEHLER 2.00 X 0 0 0 SUZETTE GIBSON 2.00 X 0 0 0 MIKE HOUGHTON 2.00 X 0 0 0 WILL HUMBLE 2.00 X 0 0 0 KATHERINE HUTTON 2.00 X 0 0 0 STEPHANIE KUNDIN 2.00 X 0 0 0 ANTHONY LABUE 2.00 X 0 0 0 MARC MILLER 2.00 X 0 0 0 ALAN RODBELL 2.00 X 0 0 0 TOM SHANNON 2.00 X 0 0 0 JOHN STOSS 2.00 X 0 0 0 JENNIFER WORTHLEY 2.00 X 0 0 0 VIRGINIA KORTE 40.00 X X 120814 0 0 THOMAS AVERY 40.00 X 3077 0 0 KELLI O'TOOLE 40.00 X 69320 0 0 193211 0 0 1 0 0 0 0 88837 43164 50632 329388 72806 512021 TUITION AND FEES 624310 873796 873796 VOCATIONAL WORKER 624310 590216 590216 SERVICE FEES 624310 410465 410465 OTHER PROGRAM REVENUE 624310 166861 166861 2041338 34222 34222 308722 190023 118699 118699 118699 62120 43164 76334 -14214 -14214 MISCELLANEOUS INCOME 999999 4330 4330 4330 2696396 2041338 0 143037 193052 25283 96526 71243 1335523 1211359 72691 51473 168170 146512 11203 10455 126661 105328 11671 9662 121832 90910 5724 25198 2304 2240 64 12700 10350 1100 1250 9736 9736 102025 82637 14083 5305 71388 69878 1355 155 136723 115997 11379 9347 CLIENT TRAINING 218993 218993 OPERATING SERVICES 161181 112611 15078 33492 MATERIALS AND SUPPLIES 49746 43202 3402 3142 EQUIPMENT 17667 17429 113 125 2727701 2252729 254125 220847 408700 987998 81881 69599 270076 217934 0 230000 4950 3720 44187 23469 2215546 807259 1460840 1408287 946764 384575 190023 0 3407421 3325582 269185 215676 0 30 581590 581590 30610 0 881385 797296 X 2363761 2419740 162275 108546 2526036 2528286 3407421 3325582 -31305 33555 0 X 0 1 X 1 0 X 1786152 2347339 2232064 2181755 512021 9059331 347313 347313 694626 1786152 2347339 2232064 2529068 859334 9753957 9753957 40690 32694 27172 32656 34222 167434 9921391 4082692 0.98310 0.97980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 247180 247180 1186654 253779 932875 124705 58105 66600 657007 495375 161632 1408287 MUTUAL FUNDS 344629 F EQUITIES OPTIONS 11321 F OTHER ASSETS 17476 F CASH & SWEEP BALANCES 11149 F 384575 X 3067530 33555 347313 380868 2686662 9734 9734 2696396 3065280 347313 347313 2717967 9734 9734 2727701 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING THE ORGANIZATIONS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. FIESTA DE LAS MADRINAS 84927 39083 45844 1627 20828 34668 FASHION SHOW 20357 4081 16276 3500 4776 10935 105284 43164 62120 5127 25604 45603 76334 -14214 X 2 53671 FMV X SUPPLIES 5 19135 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE PRESIDENT & CEO, VIRGINIA KORTE, IS A VOTING EX-OFFICIO MEMBER OF THE BOARD OF DIRECTORS. SHE IS AN EMPLOYEE OF THE ORGANIZATION, SO SHE IS NOT INDEPENDENT. FORM 990, PART VI, SECTION A, LINE 3 THE EXECUTIVE COMMITTEE SHALL HAVE 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 THESE BYLAWS OR THE ARTICLES OF INCORPORATION OF THE CORPORATION, OR DISSOLVE THE CORPORATION OR SELL SUBSTANTIALLY ALL OF THE CORPORATIONS 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 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. 2012-2013 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.