Abilityfirst, Group Return in Pasadena, California (CA)

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Abilityfirst, Group Return
Employer Identification Number (EIN)900101382
Name of OrganizationAbilityfirst
Secondary NameGroup Return
In Care of NameSyed Kazmi
Address1300 E Green St, Pasadena, CA 91106-2606
SubsectionCharitable Organization
Ruling Date12/2002
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2007
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 - Group return
Asset Amount$63,171,771
Amount of Income$24,546,457
Form 990 Revenue Amount$15,861,170
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Developmentally Disabled Centers, Services


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Amount of income in 2007: $24,546,457
Abilityfirst, Group Return: 

 $24,546,457
Other organizations performing similar types of work: 

 $5,961,275

Assets in 2007: $63,171,771
Abilityfirst, Group Return: 

 $63,171,771
Other organizations performing similar types of work: 

 $3,885,063

Expenses in 2007: $13,078,706
This organization: 

 $13,078,706
Other organizations performing similar types of work: 

 $5,751,526

Income to expenses ratio in 2007: 1.1
Abilityfirst, Group Return: 

 1.1
Other organizations performing similar types of work: 

 1.0

Expenses allocated to program services in 2007: 76.9%
This organization: 

 76.9%
Other organizations performing similar types of work: 

 89.2%

Number of employees in 2007: 456
Abilityfirst, Group Return: 

 456
Other organizations performing similar types of work: 

 214

Employees paid over $50,000 in 2007: 5.7%
Abilityfirst, Group Return: 

 5.7%
Other organizations performing similar types of work: 

 3.0%

Grants share in income in 2007: 71.3%
Abilityfirst, Group Return: 

 71.3%
Other organizations performing similar types of work: 

 10.4%

Financial snapshot ($)

Revenue for 2007

Assets at end of 2007

Expenses for 2007

Functional Expenses for 2007 ($)

Income-Producing Activities for 2007

Revenue, Expenses, and Changes in Net Assets or Fund Balances
2001200220062007
Total revenue$8,363,330$9,188,673$15,861,170$14,956,644
Contributions, gifts, grants, and similar amounts received$2,850,244$3,916,932$3,771,188$10,662,616
Contributions to donor advised funds$0$0
Direct public support$2,494,345$3,538,566$3,506,286$4,064,290
Indirect public support$355,899$347,866$264,902$158,243
Government contributions (grants)$0$30,500$0$6,440,083
Program service revenue including government fees and contracts$5,327,477$5,029,622$7,343,518$889,367
Membership dues and assessments$0$0$0$0
Interest on savings and temporary cash investments$0$25,917$164,277$141,932
Dividends and interest from securities$620,387$409,564$1,767,804$2,552,606
Net rental income or (loss)$0$0$288,936$350,288
Gross rents$0$0$288,936$350,288
Less: rental expenses$0$0$0$0
Other investment income$0$0$0$0
Gain or (loss) from sales of assets other than inventory$-550,305$-817,731$2,521,677$355,397
Gross amount from sales of assets other than inventory$10,475,565$5,437,872$10,960,174$6,470,591
Less: cost or other basis and sales expenses$11,025,870$6,255,603$8,438,497$6,115,194
Net income or (loss) from special events and activities$115,527$185,973$0$0
Gross revenue$166,624$254,753$240,563$178,128
Less: direct expenses other than fundraising expenses$51,097$68,780$240,563$178,128
Gross profit or (loss) from sales of inventory$0$2,942$3,770$4,438
Gross sales of inventory, less returns and allowances$0$17,256$9,997$14,342
Less: cost of goods sold$0$14,314$6,227$9,904
Other revenue$0$435,454$0$0
Total expenses$10,506,858$11,266,495$12,218,576$13,078,706
Program services$7,758,191$9,008,635$9,522,246$10,060,891
Management and general$2,058,745$1,628,274$1,858,275$2,090,585
Fundraising$689,922$629,586$838,055$927,230
Payments to affiliates$0$0$0$0
Net assets or fund balances at end of year$34,520,703$33,107,791$62,043,677$58,879,912
Excess or (deficit) for the year$-2,143,528$-2,077,822$3,642,594$1,877,938
Net assets or fund balances at beginning of year$38,208,923$34,520,703$55,089,881$62,043,677
Other changes in net assets or fund balances$-1,544,692$664,910$3,311,202$-5,041,703
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$13,078,706$10,060,891$2,090,585$927,230
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$524,275$167,652$200,175$156,448
Compensation of former officers, directors, key employees, etc.$12,115$0$12,115$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$6,390,019$5,474,210$647,819$267,990
Pension plan contributions not included above$285,129$255,572$24,192$5,365
Employee benefits not included above$706,606$611,990$65,216$29,400
Payroll taxes$499,642$415,915$54,940$28,787
Professional fundraising fees$0$0$0$0
Accounting fees$45,317$0$45,317$0
Legal fees$52,651$18,408$13,685$20,558
Supplies$515,372$414,443$84,258$16,671
Telephone$101,196$82,422$13,082$5,692
Postage and shipping$38,095$11,281$2,035$24,779
Occupancy$1,112,729$959,689$111,099$41,941
Equipment rental and maintenance$95,103$78,276$10,226$6,601
Printing and publications$128,799$60,462$8,531$59,806
Travel$270,039$251,977$9,674$8,388
Conferences, conventions, and meetings$34,611$16,774$11,117$6,720
Interest$0$0$0$0
Depreciation, depletion, etc.$648,940$538,026$98,946$11,968
Other expenses not covered above$1,618,068$703,794$678,158$236,116
Balance Sheets
2001200220062007
Total assets$35,561,228$34,373,357$63,171,771$60,442,072
Cash - non-interest-bearing$261,235$477,600$1,282,165$694,184
Savings and temporary cash investments$1,513,000$1,243,230$2,434,229$3,838,574
Accounts receivable less allowance for doubtful accounts$759,939$806,404$1,982,492$1,243,644
Pledges receivable less allowance for doubtful accounts$0$0$789,072$1,471,943
Grants receivable$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$277,228$471,203
Inventories for sale or use$0$0$0$0
Prepaid expenses and deferred charges$109,618$95,962$86,324$87,192
Investments - publicly-traded securities$35,592,285$32,978,903
Investments - other securities$0$0$1,744,971$1,074,430
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0
Investments - other$19,673,440$18,882,925$0$0
Land, buildings, and equipment less accumulated depreciation$12,326,137$12,127,660$11,640,921$11,707,928
Other assets, including program-related investments$917,859$739,576$7,342,084$6,874,071
Total liabilities$1,040,525$1,265,566$1,128,094$1,562,160
Accounts payable and accrued expenses$1,011,000$1,110,566$1,106,320$1,549,638
Grants payable$0$0$0$0
Deferred revenue$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0
Mortgages and other notes payable$29,525$155,000$21,774$12,522
Other liabilities$0$0$0$0
Total liabilities and net assets/fund balances$35,561,228$34,373,357$63,171,771$60,442,072
Total net assets or fund balances$34,520,703$33,107,791$62,043,677$58,879,912
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
2001200220062007
Total revenue$8,363,330$9,188,673$15,861,170$14,956,644
Total revenue, gains, and other support per audited financial statements$7,102,846$9,865,161$19,019,393$9,755,140
Other expenses$-1,172,808$748,004$3,317,429$-5,031,799
Net unrealized gains on investments$-1,223,905$664,910$2,746,507$-4,598,259
Donated services and use of facilities$0$0$0$0
Recoveries of prior year grants$0$0$0$0
Other$51,097$83,094$570,922$-433,540
Other revenue$87,676$71,516$159,206$169,705
Investment expenses$0$0$0$0
Other$87,676$71,516$159,206$169,705
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
2001200220062007
Total expenses$10,506,858$11,266,495$12,218,576$13,078,706
Total expenses and losses per audited financial statements$10,470,279$11,278,073$12,065,597$12,918,905
Other revenue$51,097$83,094$6,227$9,904
Donated services and use of facilities$0$0$0$0
Prior year adjustments$0$0$0$0
Losses$0$0$0$0
Other$51,097$83,094$6,227$9,904
Other expenses$87,676$71,516$159,206$169,705
Investment expenses$0$0$0$0
Other$87,676$71,516$159,206$169,705
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$248,145$21,876$1,007
40$117,500$11,641$180
40$111,239$12,411$276
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings23
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other Benefits
Loans and AdvancesCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
$0$0$12,115$0
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?Yes
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006456
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$343,844$3,060,817$889,367
Program service revenue
Program service revenue 1000000$000$0$454,611
Program service revenue 2000000$000$0$434,756
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$141,932$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$2,552,606$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed propertyLessors of nonresidential buildings (except miniwarehouses)$339,406Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)$10,882$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$355,397$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventoryMiscellaneous store retailers$4,43800$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$94,182$11,008$53
$82,400$10,246$2,994
$82,400$10,246$1,830
$76,941$9,588$292
$78,988$6,531$329
Total number of other employees paid over $50,00018
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
2000200120052006
Total$8,425,594$6,782,060$9,891,945$13,836,453
Gifts, grants, and contributions received$3,034,752$2,529,458$1,284,313$10,623,432
Membership fees received$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$3,764,707$5,327,477$7,089,920$988,234
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$1,339,497$-1,241,499$1,513,739$2,221,017
Net income from unrelated business activities not included above$0$0$3,520$3,770
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0
Other income$286,638$166,624$453$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Regional Center Of The East Bay Inc500 Davis St Ste 100, San Leandro, CA 94577-2758CA1976-07$317,252,094
2Inland Counties Regional Center Inc1365 S Waterman Ave, Sn Bernrdno, CA 92408-2804CA1971-08$314,607,325
3San Andreas Regional Center300 Orchard City Dr Ste 170, Campbell, CA 95008-2945CA1979-12$312,056,945
4Alta California Regional Center Inc2241 Harvard St Ste 100, Sacramento, CA 95815-3332CA1970-06$300,451,371
5Regional Center Of Orange County1525 N Tustin Ave, Santa Ana, CA 92705-8621CA1977-07$273,670,236
6San Diego Imperial Counties Developmental Services Inc4355 Ruffin Rd Ste 110, San Diego, CA 92123-4307CA1982-09$272,266,398
7Golden Gate Regional Center Program Policy Committee Inc1355 Market St Ste 220, San Francisco, CA 94103-1314CA1968-06$214,983,022
8Central Valley Regional Center Inc4615 N Marty Ave, Fresno, CA 93722-4186CA1982-09$209,660,940
9Eastern Los Angeles Regional Center For Developmentally Disabled IncPO BOX 7916, Alhambra, CA 91802-7916CA1969-10$173,550,598
10North Bay Developmental Disabilities Services Inc10 Executive Ct, Napa, CA 94558-6267CA1971-11$149,419,284
11Supportive Concepts For Families Inc200 Penn Street, Reading, PA 19602-1000PA1994-05$34,820,886
12The Shield Of David Inc, Dba The Shield Institute14461 Roosevelt Ave, Flushing, NY 11354-6252NY1937-11$32,086,999
13Turning Point Community Programs3440 Viking Dr Ste 114, Sacramento, CA 95827-2844CA1980-11$27,864,664
14Sunrise 2000 Inc, Sunrise Community Of Tennessee Inc9040 Sunset Dr, Miami, FL 33173-3432FL1996-09$19,400,425
15Skills IncPO BOX 65, Saint Albans, ME 04971-0065ME1982-05$17,843,555
16Whittier Area Parents Assoc For The Developmentally Handicapped9300 Santa Fe Springs Rd, Santa Fe Spgs, CA 90670-2621CA1969-10$7,833,450
17Southside Art Center8583 Elder Creek Road, Sacramento, CA 95828-1827CA1987-02$3,405,978
18Slow Sculpture5715 Monte Verde Dr, Santa Rosa, CA 95409-3921CA1996-05$2,095,721
19Twelveacres Incorporated595 Millich Dr Ste 104, Campbell, CA 95008-0550CA1944-06$1,521,450
20Tsar IncPO BOX 398, Roseville, CA 95678-0398CA1964-03$3,000
Number of organizations performing similar types of work
Alaska2
Alabama4
Arkansas7
Arizona6
California46
Colorado10
Connecticut5
Florida22
Georgia4
Hawaii2
Iowa9
Idaho1
Illinois35
Indiana16
Kansas10
Kentucky2
Louisiana8
Massachusetts27
Maryland13
Maine22
Michigan8
Minnesota21
Missouri11
Montana5
North Carolina8
North Dakota6
Nebraska4
New Hampshire6
New Jersey10
New Mexico4
New York65
Ohio13
Oklahoma5
Oregon7
Pennsylvania32
Rhode Island6
South Carolina6
South Dakota7
Tennessee18
Texas8
Virginia2
Vermont4
Washington3
Wisconsin10
West Virginia3
Wyoming1
Total524
All affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
SubordinateAbilityfirst, Group Return1300 E Green St, Pasadena, CA 91106-2606CA2002-12$24,546,457
SubordinateAbilityfirst, Mindbodyspirit1300 E Green St, Pasadena, CA 91106-2606CA2002-12$70,760
SubordinateAbilityfirst, Abilityfirst Foundation1300 E Green St, Pasadena, CA 91106-2606CA2002-12$0
Number of affiliated organizations
California3
Total3

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