2012-07-26T18:49:44-05:00 2012-03-31 930623286 AKT LLP 312 S JUNIPER STREET SUITE 100 ESCONDIDO CA 92025 990 2011-04-01 330739596 CHALLENGED ATHLETES INC DBA CHALLENGED ATHLETES FOUNDATION CHAL 8588660959 PO BOX 910769 SAN DIEGO CA 92191 VIRGINIA TINLEY 8588660959 2012-07-19 1 ELSA A ROMERO P00485021 7607461560 2012-07-19 2011 2016-02-24 21:20:13Z VIRGINIA TINLEY PO BOX 910769 SAN DIEGO CA 92191 6902698 0 X WWW.CHALLENGEDATHLETES.ORG X 1996 CA PROVIDE OPPORTUNITIES & SUPPORT TO PEOPLE WITH PHYSICAL DISABILITIES TO PURSUE ACTIVE LIFESTYLES. 15 15 28 100 0 0 4206393 5522940 1895316 572500 34603 62229 -1094191 -1022207 5042121 5135462 1420687 1389490 0 0 1164391 1405014 0 0 511254 1346405 2002987 3931483 4797491 1110638 337971 3378786 4192934 1061082 1503266 2317704 2689668 X IT IS THE MISSION OF THE CHALLENGED ATHLETES FOUNDATION TO PROVIDE OPPORTUNITIES AND SUPPORT TO PEOPLE WITH PHYSICAL DISABILITIES SO THEY CAN PURSUE ACTIVE LIFESTYLES THROUGH PHYSICAL FITNESS AND COMPETITIVE ATHLETICS. 0 0 1468485 1081099 ACCESS FOR ATHLETES - THROUGH CAF'S GRANT DISTRIBUTION CYCLE EACH YEAR, WE ARE ABLE TO PROVIDE ADAPTIVE SPORTS EQUIPMENT, PROSTHETICS, TRAINING, COACHING, MENTORING AND COMPETITION GRANTS TO PHYSICALLY CHALLENGED PEOPLE AGED 5-70 YEARS OLD TO ENABLE THEM TO BECOME WHOLE THROUGH SPORTS. RESEARCH SHOWS THAT PARTICIPATION IN SPORTS OF ANY TYPE LEADS TO AN INCREASE IN INDEPENDENCE, SELF-ESTEEM AND SENSE OF WORTH AND ACCOMPLISHMENT. SINCE 1994, CAF HAS PROVIDED DIRECT FINANCIAL ASSISTANCE TO MORE THAN 4,500 ATHLETES AROUND THE WORLD. 940292 0 572500 SAN DIEGO TRIATHLON CHALLENGE (SDTC) A CELEBRATION OF LIFE AND SPORT THAT ENCOMPASSES NOT ONLY THE COMMUNITY OF SAN DIEGO, BUT ALL OF THE CONSTITUENTS OF THE CAF FAMILY. THIS THREE DAY EVENT INCLUDED THE FOLLOWING HIGHLIGHTS: (1) INSPIRATIONAL EVENING PANEL OF EXPERTS AND FORUM FOR FAMILIES WITH PHYSICALLY DISABLED KIDS, (2) CELEBRATION OF ABILITIES DINNER THAT SHOWCASES ALL THAT IS POSSIBLE FOR PEOPLE WANTING TO BECOME WHOLE AGAIN THROUGH SPORTS,(3) CATCH A RISING TAR LEG AMPUTEE AND MOBILITY CLINIC, WHEELCHAIR TRIATHLON AND UPPER EXTREMITY WORKSHOPS (4) FUN RUN FOR DISABLED CHILDREN. THE TRIATHLON EVENT CONSISTS OF 1.2 MILE OCEAN SWIM, 56 MILE HILLY BIKE RIDE AND 13.1 MILE SCENIC BUT DIFFICULT RUN THAT OVER 600 ABLE BODIED AND CHALLENGED ATHLETES PARTICIPATE IN. SDTC TRULY CHANGES LIVES, ONE ATHLETE AT A TIME. 600350 44410 REACH HIGH - A COMMUNITY OUTREACH THAT PROVIDES INFORMATION, RESOURCES AND OPPORTUNITIES TO PEOPLE WITH PHYSICAL CHALLENGES TO ENABLE THEM TO MAKE INFORMED DECISIONS ABOUT HEALTH, LIFESTYLE AND MEDICAL CHOICES. THE PROGRAM ALSO SEEKS TO RAISE AWARENESS WITHIN THE BROADER COMMUNITY ABOUT PHYSICALLY CHALLENGED PEOPLE BY PROVIDING RESOURCES AND REFERRALS THAT INCLUDE OTHER AGENCIES, ASSOCIATIONS, SERVICES, PROSTHETIC COMPANIES, AND PHYSICAL REHABILITATION PROGRAMS THAT WORK COLLABORATIVELY WITH CAF. THE PROGRAM ALSO SERVES TO EDUCATE BY UTILIZING CAF ATHLETE SPOKESPERSONS THAT PARTICIPATE IN EXHIBITIONS, SPEAKING ENGAGEMENTS AT ELEMENTARY SCHOOLS, HIGH SCHOOLS, YOUTH GROUPS, COMMUNITY SERVICE GROUPS, ATHLETIC CLUBS AND CORPORATIONS. THROUGH THEIR TESTIMONY AND THEIR PERSONAL EXAMPLES OF OVERCOMING TREMENDOUS PHYSICAL CHALLENGES, THEY CHANGE PERCEPTIONS ABOUT THE DISABLED. ADDITIONALLY, CAF REACHES OUT TO THE BROADER COMMUNITY BY ATTENDING AND COMMUNICATING THE CAF MISSION AT OTHER ATHLETIC EVENTS THROUGHOUT CALIFORNIA YEAR ROUND. 780253 263981 CATCH A RISING STAR (CRS) - A FITNESS AND MENTORING PROGRAM THAT HELPS PHYSICALLY CHALLENGED PEOPLE WHO HAVE SUFFERED A TRAUMATIC INJURY OR BEEN BORN WITH A CONGENITAL DEFECT TO TAKE THE FIRST STEP TOWARDS A FULL, ACTIVE LIFESTYLE. IT IS A PROGRAM DESIGNED TO GIVE NEWLY INJURED OR NEW-TO-SPORTS PEOPLE THE CONFIDENCE AND SUPPORT THEY NEED TO BECOME ACTIVE AGAIN. CAF HOSTS A SERIES OF MULTI-SPORT CLINICS AND WORKSHOPS ACROSS THE COUNTRY TO INTRODUCE ATHLETES OF ALL AGES AND ABILITIES TO SPORTS LIKE RUNNING, SWIMMING, CYCLING, ROCK CLIMBING, WHEELCHAIR BASKETBALL, ARCHERY, STRENGTH CONDITIONING AND NUTRITION. THE FUN, INTERACTIVE, NON-THREATENING ENVIRONMENT ALLOWS ASPIRING CHALLENGED ATHLETES A CHANCE TO SET AND REACH SPORTS GOALS AND INTERACT WITH ROLE MODEL ATHLETES THAT HAVE SIMILAR PHYSICAL CHALLENGES.OPERATION REBOUND (OR) - PROVIDES UNPARALLELED SPORTS OPPORTUNITIES AND SUPPORT TO OUR TROOPS AND VETERANS OF ANY BRANCH OF SERVICE AND FIRST RESPONDERS WHO HAVE SUFFERED PERMANENT PHYSICAL INJURIES IN THE LINE OF DUTY. SPECIFICALLY, OPERATION REBOUND SERVES INJURED MILITARY AND FIRST RESPONDERS THROUGH MILITARY MEDICAL CENTER PHYSICAL TRAINING PROGRAM THAT PROVIDES A STRUCTURED PHYSICAL TRAINING PROGRAM FOR ACTIVE DUTY SERVICE MEMBERS WHO ARE CONTINUING TREATMENTS AND RECOVERING FROM PERMANENT PHYSICAL INJURIES AT MILITARY MEDICAL CENTERS. OR HOSTS SPORTS CLINICS DESIGNED TO INTRODUCE BEGINNER ATHLETES TO VARIOUS SPORTS SUCH AS BICYCLING, HANDCYCLING, RUNNING, SWIMMING, BASKETBALL AND OTHER SPORTS. OR ALSO SUPPORTS ITS COMMUNITY THROUGH AN ONLINE FORUM WHERE PARTICIPANTS CAN STAY CONNECTED AND GROW WITH FELLOW WOUNDED SERVICE MEMBERS AND THEIR FAMILIES.PROJECT N.EX.T. (NEW EXPECTATIONS TODAY). THIS MENTORING PROGRAM WILL CONNECT A PHYSICALLY DISABLED MENTEE WITH A SIMILARLY DISABLED MENTOR WHO WILL PROVIDE ONE-ON-ONE SUPPORT AS A ROLE MODEL AND ALLY AS THE MENTEE BEGINS TO ENGAGE IN PHYSICAL ACTIVITIES AND PARTICIPATE IN SPORTS. THE GOAL OF THE PROGRAM IS TO EDUCATE THE MENTEE ABOUT THE OPPORTUNITIES THAT ARE AVAILABLE AND TO CREATE A SUPPORTIVE AND PRODUCTIVE ENVIRONMENT TO HELP FOSTER THEIR RECOVERY. ONCE THE MENTEE IS READY FOR ACTIVITY, THE PROGRAM WILL PROVIDE THEM WITH THE SUPPORT AND EQUIPMENT THEY NEED TO ENGAGE IN AN ACTIVE LIFESTYLE. 780253 263981 3789380 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 61 0 1 28 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X JENNIFER MCCASSALIN 8582103517 9591 WAPLES STREET SAN DIEGO CA 92121 JEFFREY ESSAKOW 1.00 X X 0 0 0 BOB BABBITT 1.00 X X 0 0 0 RICK KOZLOWSKI 1.00 X X 0 0 0 BOBBY BOSTIC 1.00 X 0 0 0 TABI KING 1.00 X 0 0 0 DAVID JOCHIM 1.00 X 0 0 0 THOMAS KNAPP 1.00 X 0 0 0 JEFF JACOBS 1.00 X 0 0 0 LEW FRIEDLAND 1.00 X 0 0 0 ALAN ROMICK 1.00 X 0 0 0 DAVID SAMSON 1.00 X 0 0 0 SCOTT STACKMAN 1.00 X 0 0 0 TIM MAGUIRE 1.00 X 0 0 0 DEAN ROEPER 1.00 X 0 0 0 ALAN SHANKEN 1.00 X 0 0 0 VIRGINIA TINLEY 45.00 X 102407 0 12672 102407 0 12672 1 0 0 0 0 2382409 25000 3115531 619936 5522940 ENTRY FEES 900099 572500 572500 572500 62229 62229 724500 2382409 1767236 -1042736 -1042736 20529 0 20529 20529 5135462 572500 0 -959978 1325037 1325037 64453 64453 94999 57000 20187 17812 1080960 633439 302368 145153 129011 76859 34152 18000 100044 58771 27376 13897 1150 527 523 100 18302 11304 3990 3008 129346 107211 4103 18032 76040 41146 16736 18158 39688 20841 12406 6441 258443 200167 37283 20993 17217 5923 6340 4954 14357 14357 20547 13850 3034 3663 DIRECT EVENTS COST 488565 363421 73 125071 PROGRAM PROMOTION AND S 454400 356136 1786 96478 DONATED GOODS 257126 242917 3058 11151 PROSTHETIC LIMBS & KNEE 205000 205000 0 0 22806 5378 9085 8343 4797491 3789380 496857 511254 1396264 2137723 160200 302257 137765 173261 140538 189282 57851 17440 42350 40411 1501669 1350000 3378786 4192934 45722 61245 626894 654889 388466 667132 0 120000 1061082 1503266 X 2226757 2669576 88947 18092 2000 2000 2317704 2689668 3378786 4192934 X 337971 33993 X X 0 1 1 X 0 X 4113482 4957221 4288305 4206393 5522940 23088341 4113482 4957221 4288305 4206393 5522940 23088341 62477 23025864 116378 61089 2965 34603 62229 277264 10522 10522 23376127 3060076 0.98500 0.92660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35918 450000 60905 546823 692275 10000 -666357 35918 416799 275000 476 692275 407489 9310 416799 0.99870 0.00130 1 0 57851 17440 40411 40411 NOTE RECEIVABLE 1350000 1350000 PROGRAM DEPOSIT 120000 120000 5135462 4797491 337971 33993 33993 371964 5169455 33993 33993 5135462 0 5135462 4797491 0 4797491 0 4797491 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FUNDS WERE ESTABLISHED TO PROVIDE SUPPORT FOR CHALLENGED ATHLETES, INC. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED MARCH 31, 2012 AND 2011. 1 0 0 0 0 0 0 0 0 0 EQUIPMENT, TRAINING, AND COMPETITION GRANT CENTRAL AMERICA - BELIZE, PUERTO RICO 2 2995 CHECK, VOUCHER EQUIPMENT, TRAINING, AND COMPETITION GRANT SOUTH AMERICA - ARGENTINA, BRAZIL, COLUMBIA, URUGUAY 7 9645 CHECK, VOUCHER EQUIPMENT, TRAINING, AND COMPETITION GRANT NORTH AMERICA - CANADA, COSTA RICA, CUBA 8 14090 CHECK, VOUCHER EQUIPMENT, TRAINING, AND COMPETITION GRANT EAST ASIA AND THE PACIFIC - NEW ZEALAND, SINGAPORE, SRILANKA 4 8945 CHECK, VOUCHER EQUIPMENT, TRAINING, AND COMPETITION GRANT EUROPE - AUSTRIA, FINLAND, GERMANY, NETHERLANDS, POLAND, ROMANIA, SPAIN, U 19 15435 CHECK, VOUCHER EQUIPMENT, TRAINING, AND COMPETITION GRANT SOUTH ASIA - INDIA 5 2500 CHECK, VOUCHER EQUIPMENT, TRAINING, AND COMPETITION GRANT MIDDLE EAST AND NORTH AFRICA - ISRAEL 2 1700 CHECK, VOUCHER EQUIPMENT, TRAINING, AND COMPETITION GRANT SUB-SAHARAN AFRICA - GHANA, NIGERIA, SOUTH AFRICA, ZIMBABWE 7 9143 CHECK, VOUCHER 0 0 0 0 0 0 EXPLANATION FOR ESTIMATED NUMBER OF RECIPIENTS: SCHEDULE F, PART III, COL (C): AFTER THE INDIVIDUAL HAS SUBMITTED ALL REQUIRED MATERIALS AND HAS BEEN AWARDED A GRANT THEY MUST SUBMIT THE FOLLOWING: SIGNED LETTER OF AGREEMENT, RECEIPT TO PROVE THE FUNDS WERE USED FOR THE PURPOSE IT WAS APPROVED FOR, AND FOLLOW-UP WITH ORGANIZATION IN REGARDS TO THE RESULTS AND ACCOMPLISHMENTS IN RELATION TO THE GRANT. MILLION DOLLAR CHALLENGE 1349902 1034902 315000 4067 2010 860223 NEW YORK GALA 1328784 1036784 292000 5550 233915 68839 353801 1 428223 310723 117500 2423 18468 819 217121 3106909 2382409 724500 2423 28085 236744 68839 1431145 1767236 -1042736 1 EQUIPMENT, TRAINING, AND COMPETITION GRANT 1079 1325037 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: AFTER THE INDIVIDUAL HAS SUBMITTED ALL REQUIRED MATERIALS AND HAS BEEN AWARDED A GRANT THEY MUST SUBMIT THE FOLLOWING: SIGNED LETTER OF AGREEMENT, RECEIPT TO PROVE THE FUNDS WERE USED FOR THE PURPOSE IT WAS APPROVED FOR, AND FOLLOW-UP WITH ORGANIZATION IN REGARDS TO THE RESULTS AND ACCOMPLISHMENTS IN RELATION TO THE GRANT. X SPORTS TRAINING EQUIPMENT 32645 279709 ESTIMATED RETAIL VALUE X HOTEL ROOMS 77 30679 ESTIMATED RETAIL VALUE X BROOKSIDE CHOCOLATES 3000 9000 ESTIMATED RETAIL VALUE X PROSTHETIC LIMBS & KNEES 41 214875 ESTIMATED RETAIL VALUE X ENTRY TO EVENTS/RACES 7 66363 ESTIMATED RETAIL VALUE X TICKETS 49 19310 ESTIMATED RETAIL VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE 990 WILL BE SENT TO THE AUDIT COMMITTEE TO REVIEW. A MEETING WILL THEN BE SCHEDULED WITH THE AUDITORS AND AUDIT COMMITTEE TO DISCUSS ANY QUESTIONS OR CONCERNS. THE AUDIT COMMITTEE WILL THEN APPROVE THE FINAL RETURN. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICIES ARE UPDATED AND REVIEWED ONCE A YEAR BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION RANGES ARE REVIEWED BY THE EXECUTIVE DIRECTOR USING A COMPENSATION AND BENEFITS SURVEY PUBLISHED BY NON PROFIT MANAGEMENT SOLUTIONS. THE RECOMMENDATIONS ARE GIVEN TO THE BOARD COMPENSATION COMMITTEE AND THEY DISCUSS, RECOMMEND AND SET COMPENSATION RATES FOR EVERY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS POSTED ON THE CAF WEBSITE, AND IS ALSO AVAILABLE UPON REQUEST AT THE CAF HEADQUARTERS. FORM 1023 IS ALSO AVAILABLE FOR REVIEW UPON REQUEST AT THE CAF HEADQUARTERS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE CAF HEADQUARTERS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: DONATED SERVICES AND USE OF FACILITIES: 33,993. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR. CAF PROPERTY INC 9591 WAPLES STREET SAN DIEGO CA 92121 383795334 SUPPORT CHALLENGED ATHLETES, INC. CA 501(C)(3) LINE 11B, II CAF PROPERTY INC 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0