2024-07-15T13:03:32-07:00 2023-08-31 990 2022-09-01 391336413 ABLELIGHT FOUNDATION INC ABLE 9202613050 600 Hoffmann Dr Watertown WI 53094 Brian Savoie CFO 9202613050 2024-07-15 Brian Savoie 999009999 1 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z KEITH JONES 600 HOFFMANN DRIVE WATERTOWN WI 53094 20398962 0 X www.AbleLight.Org X 1979 WI See schedule O. 6 6 0 0 0 0 2206481 385595 0 0 3002195 6653311 340 0 5209016 7038906 0 0 0 0 0 0 0 0 0 425850 438644 425850 438644 4783166 6600262 111508964 104751243 5906732 5376123 105602232 99375120 See description of mission at Schedule O supplemental information for Form 990, Part I, Line 1. 0 0 0 0 0 THE CORPORATION IS A CHARITABLE, RELIGIOUS AND EDUCATIONAL ORGANIZATION, THE PURPOSE OF WHICH IS TO SOLICIT, HOLD, MANAGE, INVEST AND EXPEND ENDOWMENT FUNDS AND OTHER GIFTS, GRANTS AND BEQUESTS, WHETHER CONSISTING OF REAL OR PERSONAL PROPERTY, AND WHETHER SUBJECT TO DIRECTIONS OR CONDITIONS IMPOSED BY DONORS, EXCLUSIVELY FOR THE MAINTENANCE AND BENEFIT OF ABLELIGHT INC OF WATERTOWN, WISCONSIN AND SUCH OF ITS CHARITABLE, RELIGIOUS OR EDUCATIONAL PROGRAMS OR ACTIVITIES AS THE BOARD OF DIRECTORS OF THIS CORPORATION FROM TIME TO TIME DEEM TO BE SUITABLE AND APPROPRIATE. 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 AL CA IL MA MI MS NC NY TN UT WI X X X Brian Savoie 9202613050 600 Hoffmann Dr Watertown WI 53094 KEITH JONES PRESIDENT AND CEO 0.1 39.9 X 0 480194 14097 DAVID SNEDDON FORMER CHIEF OPERATING OFFICER 0.1 39.9 X 0 450737 19919 JEFFREY KACZMARSKI VP OF LEGAL 0.1 39.9 X 0 371010 9792 DIANE EKSTRAND CHIEF HUMAN RESOURCES OFFICER 0.1 39.9 X 0 299068 22751 BRIAN SAVOIE CHIEF FINANCIAL OFFICER 0.1 39.9 X 0 285110 22751 CINDY MOON-MOGUSH CHIEF MARKETING AND COMMUNICATIONS OFFICER 0.1 39.9 X 0 276387 18842 NISHA GANDHI VP OF DEVELOPMENT 0.1 39.9 X 0 238207 25992 JULI FRANK VP RETAIL OPERATIONS 0.1 39.9 X 0 216463 8888 JOHN NICKELS CORPORATE & DONOR ENGAGEMENT OFFICER 0.1 39.9 X 0 212175 11150 RANDALL ODZER CHAIRMAN 0.1 1.9 X X 0 0 0 MALCOLM CONNER VICE CHAIRMAN 0.1 1.9 X X 0 0 0 JIM RYMARCSUK TREASURER 0.1 1.9 X X 0 0 0 THOR MISKO SECRETARY 0.1 1.9 X X 0 0 0 TIMOTHY VAUGHN DIRECTOR 0.1 1.9 X 0 0 0 LARRY TYLER DIRECTOR 0.1 1.9 X 0 0 0 0 2829351 154182 0 0 1 0 0 0 0 0 0 0 385595 0 385595 0 2263005 0 0 2263005 0 0 0 0 0 0 0 0 0 0 17750362 0 13360056 0 4390306 0 4390306 0 0 4390306 0 0 7038906 0 0 6653311 X 10980 0 10980 0 372944 372944 30000 30000 60 60 0 FOREIGN TAX WITHHELD 14663 0 14663 0 OTHER 9997 0 9997 0 438644 0 438644 0 7594234 3755780 94390073 91595842 9524657 9399621 111508964 104751243 475823 132530 5430909 5243593 5906732 5376123 X 97866828 90902117 7735404 8473003 105602232 99375120 111508964 104751243 X 6600262 0 0 0 0 -12827374 X 0 1 X 1 0 X X X 1 AbleLight Inc 390806446 9 1 14469200 0 1 14469200 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7735441 2113 121848 0 18859 0 7840543 5777030 1955334 3077 0 0 0 7735441 5774263 0 2767 0 0 0 5777030 6429419 357595 15167 0 1027918 0 5774263 6409859 0 19560 0 0 0 6429419 0 1 0 0 0 BENEFICIAL INTEREST IN SIA 8886092 OTHER RECEIVABLES 513529 9399621 0 DUE TO BENEFICIARIES UNDER SIA 5243593 5243593 X Schedule D, Part V, Line 4 The Endowment Funds are used to support the operations of AbleLight Inc. Schedule D, Part X, Line 2 The Organization follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on the tax return should be recorded in the consolidated financial statements. Under this guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses derecognition, classification, interest and penalties on income taxes and accounting during interim periods. The Organization does not believe that it has any uncertain tax positions at August 31, 2023 and 2022. X X X X 1 0 0 0 0 0 0 0 0 KEITH JONES PRESIDENT AND CEO 0 437541 0 42653 0 0 0 0 0 14097 0 494291 0 0 JEFFREY KACZMARSKI VP OF LEGAL 0 340070 0 30940 0 0 0 0 0 9792 0 380802 0 0 DAVID SNEDDON FORMER CHIEF OPERATING OFFICER 0 267205 0 95790 0 87742 0 0 0 19919 0 470656 0 0 BRIAN SAVOIE CHIEF FINANCIAL OFFICER 0 261109 0 24001 0 0 0 0 0 22751 0 307861 0 0 DIANE EKSTRAND CHIEF HUMAN RESOURCES OFFICER 0 274066 0 25002 0 0 0 0 0 22751 0 321819 0 0 CINDY MOON-MOGUSH CHIEF MARKETING AND COMMUNICATIONS OFFICER 0 253180 0 23207 0 0 0 0 0 18842 0 295229 0 0 NISHA GANDHI VP OF DEVELOPMENT 0 217207 0 21000 0 0 0 0 0 25992 0 264199 0 0 JULI FRANK VP RETAIL OPERATIONS 0 187577 0 28886 0 0 0 0 0 8888 0 225351 0 0 JOHN NICKELS CORPORATE & DONOR ENGAGEMENT OFFICER 0 196424 0 15751 0 0 0 0 0 11150 0 223325 0 0 Schedule J, Part I, Line 3 THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE SERVES AS A COMPENSATION COMMITTEE WITH THE DUTY TO REVIEW AND MAKE FINDINGS AS TO THE REASONABLENESS OF (I) THE COMPENSATION PAID AND BENEFITS PROVIDED TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, AND (II) THE RECOMMENDATIONS OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR THE COMPENSATION RANGES AND BENEFIT LEVELS FOR THE EXECUTIVE VICE PRESIDENT, THE CFO, THE COO AND ALL OTHER PERSONS WHOM IT DETERMINES TO BE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE CORPORATION WITHIN THE MEANING OF SECTION 4958 OF THE INTERNAL REVENUE CODE ("DISQUALIFIED PERSONS"). IN DOING SO IT (1) IDENTIFIES ALL DISQUALIFIED PERSONS; (2) PERIODICALLY (AT LEAST IN EVERY ODD-NUMBER YEAR) REVIEWS AND DETERMINES THE REASONABLENESS OF THE COMPENSATION AND BENEFIT LEVELS OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER; (3) PERIODICALLY (AT LEAST IN EVERY ODD-NUMBER YEAR) REVIEWS AND DETERMINES THE REASONABLENESS OF THE RECOMMENDATIONS OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR THE COMPENSATION RANGES AND BENEFIT LEVELS OF OTHER DISQUALIFIED PERSONS; (4) CONSIDERS ALL INCENTIVES, PERQUISITES, DEFERRED COMPENSATION AND ANYTHING OF VALUE WHEN CONSIDERING THE REASONABLENESS OF COMPENSATION OR BENEFIT LEVELS; (5) OBTAINS FROM SOURCES OUTSIDE THE CORPORATION OBJECTIVE, MARKET COMPARABLE COMPENSATION AND BENEFIT LEVEL DATA; (6) DOCUMENTS ITS CONSIDERATIONS AND DETERMINATIONS IN WRITTEN REPORTS; AND (7) AT LEAST ANNUALLY REPORT ITS ACTIVITIES AND FINDINGS TO THE BOARD OF DIRECTORS. Schedule J, Part I, Line 4 Dave Sneddon- Severance $87,742 Form 990, Part I, Line 1 THE STATED PURPOSE OF ABLELIGHT FOUNDATION INC. PER ARTICLE VIII, SECTION 1 OF ITS ARTICLES OF INCORPORATION IS "TO SOLICIT, HOLD, MANAGE, INVEST AND EXPEND ENDOWMENT FUNDS AND OTHER GIFTS, GRANTS AND BEQUESTS, WHETHER CONSISTING OF REAL OR PERSONAL PROPERTY, AND WHETHER SUBJECT TO DIRECTIONS OR CONDITIONS IMPOSED BY DONORS, EXCLUSIVELY FOR THE MAINTENANCE AND BENEFIT OF ABLELIGHT INC. OF WATERTOWN, WISCONSIN AND SUCH OF ITS CHARITABLE, RELIGIOUS OR EDUCATIONAL PROGRAMS OR ACTIVITIES AS THE BOARD OF DIRECTORS OF THIS CORPORATION FROM TIME TO TIME DEEM TO BE SUITABLE AND APPROPRIATE." THE ABLELIGHT FOUNDATION IS PROUD TO HAVE BEEN ABLE TO SUPPORT ABLELIGHT IN ACCOMPLISHING THE FOLLOWING GOALS IN THE YEAR ENDING AUGUST 31, 2023: ABLELIGHT PROVIDES HIGH QUALITY, INNOVATIVE SERVICES FOR NEARLY 800 PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ACROSS 11 STATES. THESE SERVICES ARE INTENDED TO MEET THE NEEDS OF THE WHOLE PERSON AND PROMOTE THEIR ABILITY TO LIVE AS INDEPENDENTLY AS POSSIBLE. ABLELIGHT PROVIDES SAFE AND LOVING HOMES, INCLUDING TRADITIONAL GROUP HOMES, WITH CARE PROVIDED BY DIRECT SUPPORT PROFESSIONALS 24 HOURS A DAY, SOME WHO HAVE BEEN NATIONALLY RECOGNIZED BY ANCOR FOR THEIR DEDICATION. ABLELIGHT IS GROWING ITS HOST HOME/FAMILY LIVING HOME OPERATIONS, WHICH MATCH A FAMILY WITH A PERSON WHO HAS A DISABILITY AND THE PROVIDER SUPPORTS THEIR DAILY LIVING NEEDS BY RESIDING TOGETHER. SHARED LIVING SUPPORT IS ANOTHER OPTION OFFERED BY ABLELIGHT TO PROVIDE NEEDED SUPPORTS FOR THOSE WITH DISABILITIES WHO ARE ABLE TO LIVE MORE INDEPENDENTLY ON THEIR OWN. ABLELIGHT VILLAGE IS A CHRISTIAN RESIDENTIAL COMMUNITY LOCATED IN VICTORIA, MINNESOTA THAT FEATURES A MIXED COMMUNITY OF SENIORS AND ADULTS WITH DISABILITIES WHO LIVE IN THEIR OWN APARTMENTS AND SHARE COMMON ACTIVITIES AND FELLOWSHIP. OTHER SERVICES OFFERED BY ABLELIGHT INCLUDE EMPLOYMENT SERVICES THAT PREPARE PEOPLE WITH DISABILITIES TO ATTAIN AND HOLD A MEANINGFUL JOB. THESE SERVICES TAKE MANY FORMS, INCLUDING COACHING BY ABLELIGHT STAFF AND COMMUNITY PARTNERSHIPS. IN COLLABORATION WITH CONCORDIA UNIVERSITY WISCONSIN, AND CONCORDIA UNIVERSITY- ANN ARBOR, ABLELIGHT OFFERS A TWO-YEAR PROGRAM, ABLELIGHT COLLEGE, THAT OFFERS LIFE, EMPLOYMENT AND LEARNING SKILLS. FOR FAMILIES STRUGGLING WITH A LOVED ONE'S BEHAVIORAL CHALLENGES, ABLELIGHT OFFERS THERAPISTS THROUGH ITS BEHAVIORAL SUPPORTS PROGRAM TO PROVIDE EXPERTISE AND SOLUTIONS. ABLELIGHT ALSO PROVIDES DEVOTIONAL RESOURCES FOR PEOPLE OF ALL FAITHS AND DISABILITY AWARENESS MATERIALS. ABLELIGHT RELIES ON AN ACTIVE CORPS OF VOLUNTEERS, INCLUDING THE MEMBERS OF THE ABLELIGHT AUXILIARY, TO EXTEND ITS REACH. ABLELIGHT OPERATES 13 THRIFT SHOPS IN SIX STATES THAT GENERATE REVENUE TO HELP SUPPORT PEOPLE WITH DISABILITIES. THE STORES, STAFFED BY EMPLOYEES, PEOPLE WITH DEVELOPMENTAL DISABILITIES, AND VOLUNTEERS, PROVIDE AFFORDABLE SHOPPING OPTIONS TO FAMILIES AND EMPLOYMENT OPPORTUNITIES FOR PEOPLE OF ALL ABILITIES. Form 990, Part VI, Section A, Line 7a AbleLight Inc elects the AbleLight Foundation directors. Form 990, Part VI, Section A, Line 7b As provided in the bylaws, during the relevant tax year changes to the bylaws could not be made without the concurrent approval of the Board of Directors of AbleLight Inc. Form 990, Part VI, Section B, Line 11b The Form 990 was prepared by staff and reviewed and approved by the Chief Financial Officer. The Form 990 was then presented to the Board of Directors for review. Form 990, Part VI, Section B, Line 12c EACH NOVEMBER, EVERY DIRECTOR IS REQUIRED TO ASSESS THE POTENTIAL FOR ANY CONFLICTS OF INTEREST RESPECTING ABLELIGHT INC AND SIGN A FORM THAT DISCLOSES WHETHER THE ABLEIGHT INC DIRECTOR HAS ANY POTENTIAL CONFLICTS OF INTEREST. THE ORGANIZATION'S COMPLIANCE AND RISK MANAGEMENT TEAM AUDITS WHETHER EVERY DIRECTOR HAS SUBMITTED A SIGNED CONFLICTS OF INTEREST DISCLOSURE FORM AND ENSURES THAT THIS IS DONE ANNUALLY FOR EVERY DIRECTOR. Form 990, Part VI, Section B, Line 15 THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE HAS AN EXECUTIVE COMPENSATION SUBCOMMITTEE THAT SERVES AS A COMPENSATION COMMITTEE WITH THE DUTY TO REVIEW AND MAKE FINDINGS AS TO THE REASONABLENESS OF (I) THE COMPENSATION PAID AND BENEFITS PROVIDED TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, AND (II) THE RECOMMENDATIONS OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR THE COMPENSATION RANGES AND BENEFIT LEVELS FOR THE EXECUTIVE VICE PRESIDENT, THE CFO, THE COO AND ALL OTHER PERSONS WHOM IT DETERMINES TO BE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE CORPORATION WITHIN THE MEANING OF SECTION 4958 OF THE INTERNAL REVENUE CODE ("DISQUALIFIED PERSONS"). IN DOING SO IT (1) IDENTIFIES ALL DISQUALIFIED PERSONS; (2) PERIODICALLY (AT LEAST IN EVERY ODD-NUMBER YEAR) REVIEWS AND DETERMINES THE REASONABLENESS OF THE COMPENSATION AND BENEFIT LEVELS OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER; (3) PERIODICALLY (TYPICALLY ANNUALLY, BUT AT LEAST IN EVERY ODD-NUMBER YEAR) REVIEWS AND DETERMINES THE REASONABLENESS OF THE RECOMMENDATIONS OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR THE COMPENSATION RANGES AND BENEFIT LEVELS OF OTHER DISQUALIFIED PERSONS; (4) CONSIDERS ALL INCENTIVES, PERQUISITES, DEFERRED COMPENSATION AND ANYTHING OF VALUE WHEN CONSIDERING THE REASONABLENESS OF COMPENSATION OR BENEFIT LEVELS; (5) OBTAINS FROM SOURCES OUTSIDE THE CORPORATION OBJECTIVE, MARKET COMPARABLE COMPENSATION AND BENEFIT LEVEL DATA; (6) DOCUMENTS ITS CONSIDERATIONS AND DETERMINATIONS IN WRITTEN REPORTS; AND (7) AT LEAST ANNUALLY REPORT ITS ACTIVITIES AND FINDINGS TO THE BOARD OF DIRECTORS. Form 990, Part VI, Section C, Line 19 The Corporation's governing documents including conflicts of interest policy, 990 tax returns and current audited financial statements are available on the organization's public website (http://AbleLight.org) and to the public upon request. Form 990, Part IX, Line 11g G S Fund Settlement Fee-Annual Form 990, Part XI, Line 9 Market Adjustment on Investments-Unrestricted $1,683,596 * Actuarial Change in Split Interest Agreements-Unrestricted -$41,770 * Transfer of Assets to AbleLight Inc -$14,469,200. Total -$12,827,374. ABLELIGHT INC 600 HOFFMANN DR WATERTOWN WI 53094 390806446 SERVICES FOR IND WITH DD WI 501(c)(3) 9 N/A 0 FAITH VILLAGE INC (HUD) 600 HOFFMANN DR WATERTOWN WI 53094 480919671 LOW INCOME HOUSING KS 501(c)(3) 9 AbleLight Inc 0 FAITH VILLAGE IV INC (HUD) 600 HOFFMANN DR WATERTOWN WI 53094 481066940 LOW INCOME HOUSING KS 501(c)(3) 9 AbleLight Inc 0 GOOD SHEPHERD OF COLORADO 1 (HUD) 600 HOFFMANN DR WATERTOWN WI 53094 742676369 LOW INCOME HOUSING CO 501(c)(3) 9 AbleLight Inc 0 CREATING POSSIBILITIES INC (HUD) 600 HOFFMANN DR WATERTOWN WI 53094 841261170 LOW INCOME HOUSING CO 501(c)(3) 9 AbleLight Inc 0 GOOD SHEPHERD OF WASHINGTON (HUD) 600 HOFFMANN DR WATERTOWN WI 53094 911323920 LOW INCOME HOUSING WA 501(c)(3) 9 AbleLight Inc 0 GOOD SHEPHERD OF WASHINGTON II (HUD) 600 HOFFMANN DR WATERTOWN WI 53094 911369875 LOW INCOME HOUSING WA 501(c)(3) 9 AbleLight Inc 0 GOOD SHEPHERD CORPORATION OF OREGON (HUD) 600 HOFFMANN DR WATERTOWN WI 53094 943043530 LOW INCOME HOUSING OR 501(c)(3) 9 AbleLight Inc 0 OREGON GOOD SHEPHERD LUTHERAN HOME INC (HUD) 600 HOFFMANN DR WATERTOWN WI 53094 943043533 LOW INCOME HOUSING OR 501(c)(3) 9 AbleLight Inc 0 GOOD SHEPHERD RESIDENCE INC (HUD) 600 HOFFMANN DR WATERTOWN WI 53094 942576886 LOW INCOME HOUSING CA 501(c)(3) 9 AbleLight inc 0 ABLELIGHT RESIDENCE FREMONT INC 600 HOFFMANN DRIVE WATERTOWN WI 53094 920603323 LOW INCOME HOUSING CA 501(c)(3) 9 ABLELIGHT INC 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ABLELIGHT INC b 14469200 CASH TRANSFER