2024-04-26T17:22:26-05:00 2023-06-30 273337428 Smith Marion & Co 1940 Orange Tree Lane Suite 100 Redlands CA 92374 990 2022-07-01 953508655 Valley Resource Center Inc VALL 9517668659 1285 N Santa Fe Street Hemet CA 92543 Lee Trisler CEO 9517668659 2024-04-26 1 Lee Trisler 999009999 1 Carlos Carazo P02046597 9093072323 2024-04-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Exceed Richard Giese 1285 N Santa Fe Street Hemet CA 92543 8957410 0 X www.weexceed.org X 1979 CA To provide service and advocacy, which creates choices and opportunities, for adults with disabilities to reach their maximum potential. 13 12 184 12 0 0 173766 785472 7910633 8110728 2928 51565 3992 7824 8091319 8955589 0 0 0 0 5624412 5852872 0 0 190253 2636080 2988959 8260492 8841831 -169173 113758 1837581 7325938 1876686 7251285 -39105 74653 X To provide service and advocacy, which creates choices and opportunities, for adults with disabilities to reach their maximum potential. 0 0 2268348 2535637 The Supported Employment program served 164 clients in enclaves and individual placement. There were 44 new clients job placements. The average job retention rate is 396 weeks. The average pay for individual placements in Western Riverside County was $14.92. 1137550 1632634 The Community Integrated Services Program provides based person-centered services and individualized support to assist clients in living quality lives as productive and active members of their community. 959831 1317629 The Adult Developmental Center provides basic living skills training which assists clients in reaching their maximum level of independence and access to the community. Our curriculum includes self-advocacy, mobility training, money management, functional reading and writing, vocational and daily living training 190082 104465 The Thrift Store has 2 enclaves, serving 6 clients. 436744 412424 The Transportation program transported a total of 74 clients. The program received 21 referrals and there were 9 exits. All routes are scheduled to be less than 2 hours (longest is 1.5 hours). 490935 597236 The Residential Facility has the capacity to serve 14 adults. We had an average of 84% occupancy. Hours in community activities totaled 3528. 1007221 1508660 The Exploration and Enrichment Services Program provides person-centered services that offer activities and training in daily living skills, employment readiness, functional skills development, self-advocacy, personal growth and maintenance of positive behaviors, and community access and inclusion. 28749 718 The Adult Work Experience Program provides a work-based learning experience that offers participants theopportunity to explore competitive integrated work experiences in a variety of real time work settings. 645412 1325 The Exceed Industries provides vocational training for persons who wish to develop marketable work skills. Clientsin this program spend their time in paid work and vocational skills training. 2799143 2624828 7164872 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 58 0 184 1 0 0 0 0 0 0 0 0 0 0 X 13 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Lee Trisler 9517668659 1285 N Santa Fe Street Hemet CA 92543 Dr Richard Giese President 1.00 X X 0 0 0 Rev Quinn Hawley Vice President 1.00 X X 0 0 0 Dorothy McGargill Secretary 1.00 X X 0 0 0 Bruce Ortiz Treasurer 1.00 X X 0 0 0 Myrna Torres Board member 1.00 X 0 0 0 Michael McIntyre Board Member 1.00 X 0 0 0 Shade Awad Board member 1.00 X 0 0 0 Richard Williams Board Member 1.00 X 0 0 0 Tom Wilson Board Member 1.00 X 0 0 0 Vincent Ponce Board Member 1.00 X 0 0 0 Dr David Pyle Board Member 1.00 X 0 0 0 Michael Vargas Board Member 1.00 X 0 0 0 Kathy Bloom-Rudibaugh Board member 1.00 X 0 0 0 Lee Trisler CEO 40.00 X 100375 0 0 100375 0 0 1 0 0 0 0 777267 8205 785472 Program revenue 900099 7017879 7017879 Contracts 900099 988384 988384 Thrift Store 459510 104465 104465 8110728 51565 51565 700 1821 -1121 -1121 Miscellaneous 900099 8945 8945 8945 8955589 8119673 0 50444 100375 88330 12045 4879734 4273720 482404 123610 467249 392236 60011 15002 405514 339874 52512 13128 16277 16277 15477 15477 137225 9152 128073 7132 7132 206412 127667 66233 12512 1349184 1204386 120705 24093 63177 59451 3726 5411 4825 586 65188 65188 66723 61431 5292 379558 129517 248133 1908 Program supplies 191237 191237 Business Licences and O 128955 1483 127472 Fuel 120743 112977 7766 Leases 89807 68537 21270 146453 100049 46404 8841831 7164872 1486706 190253 252613 175868 345838 363896 388527 548361 93714 95618 2735814 2181647 572561 554167 184328 5588028 1837581 7325938 1319288 1222662 170512 159993 386886 5868630 1876686 7251285 X -39105 74653 -39105 74653 1837581 7325938 113758 0 X X 0 1 X 1 0 X 152185 309066 1280185 173766 785472 2700674 7474661 8284337 8753416 7910633 8110728 40533775 7626846 8593403 10033601 8084399 8896200 43234449 0 0 0 43234449 257 36 44 1178 51565 53080 257 36 44 1178 51565 53080 132806 29786 17669 5742 7824 193827 7759909 8623225 10051314 8091319 8955589 43481356 0.99430 0.99490 0.00120 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 473374 195088 278286 2262440 1986559 275881 554167 Deposits 180318 Right of Use 5407710 5588028 Short-term note payable 363896 Capital Lease Obligations 19851 Lease Liability 5484883 5868630 X 8955589 0 8955589 0 8955589 8841831 0 8841831 0 8841831 Part X, Line 2: In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an Organization, Management believes that all of the positions taken by the Organization in its federal and state income tax returns are more likely than not to be sustained upon examination. The Oranization files returns in the US Federal jurisdiction and the State of California. The Organization's federal income tax returns for three years prior and beyond remain subject to examination by the Internal Revenue Service. The Organization's California income tax returns for four years prior and beyond remain subject to examination by the Franchise Tax Board. Mike McIntyre Board Member 504398 Lease office space 0 Form 990; Schedule L; Part IV Exceed holds their cash accounts with HCN. The Vice President of HCN also serves as a board member on Exceed's Board.The Organization leases two Hemet sites from Hubbert & McIntyre. One of the owners of this company is a board member for Exceed and therefore is considered a related party. Rental payments to Hubbert & McIntyre for the two leases combined are $32,486 monthly. At year-end, Exceed made total payments of $504,398 and owed $298,692 in unpaid rent to Hubbert & McIntyre. Form 990, Part V, Line 13a CA Form 990, Part VI, Section A, line 2 The Organization leases two Hemet sites from Hubbert & McIntyre. One of the owners of this company is a board member for Exceed and therefore is considered a related party. Form 990, Part VI, Section B, line 11b The 990 is approved by the CEO. Form 990, Part VI, Section B, line 12c All conflict of interests are reviewed by the administrative staff. Form 990, Part VI, Section B, line 15 We perform wage surveys and have a salary scale in place. Form 990, Part VI, Section C, line 19 Board meeting minutes and related materials are available during business hours. Form 990 Part XII Line 2c No changes have occurred in the Organization's oversight or selection processes. Valley Foundation for Developmentally Disabled 1285 N Santa Fe Street Hemet CA 92543 330539953 Lease building to Valley Resource Center CA 501(c)(3) 170(b)(1)(A)(vi) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 Valley Foundation for Developmentally Disabled K 30852 FMV