2024-03-09T12:23:24-06:00 2023-06-30 273509345 DAVIS GROUP PA 390 N ORANGE AVENUE SUITE 1500 ORLANDO FL 32801 990 2022-07-01 593598427 BISHOP GRADY VILLAS INC BISH 4078926078 401 BISHOP GRADY CT ST CLOUD FL 34769 KEVIN JOHNSON EXECUTIVE DIRECTOR 4078926078 2024-03-09 1 KEVIN JOHNSON 999009999 1 STEVEN F DAVIS P00447571 4074347900 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MAGNIFY OF CENTRAL FLORIDA KEVIN JOHNSON 401 BISHOP GRADY CT ST CLOUD FL 34769 4636255 0 X WWW.MAGNIFYFL.ORG X 2003 FL WE MAGNIFY THE GOD-GIVEN GIFTS OF PEOPLE WITH DISABILITIES. 12 12 85 274 0 0 2136608 1462468 2375106 3044882 45859 28235 2952 1076 4560525 4536661 65720 17619 0 0 2060516 2777819 0 0 92504 928625 957868 3054861 3753306 1505664 783355 8029684 8147243 1047251 334498 6982433 7812745 X WE MAGNIFY THE GOD-GIVEN GIFTS OF PEOPLE WITH DISABILITIES. 0 0 2898172 17619 2156825 OUR RESIDENTIAL PROGRAMS PROVIDED 24-HOUR, 365-DAY SUPPORT TO 43 INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THIS INCLUDES SUPERVISION AND ASSISTANCE BY 24-HOUR STAFF MEMBERS WITH ACTIVITIES OF DAILY LIVING AND PERSONAL HYGIENE, MEDICATION MANAGEMENT, MEDICAL CASE MANAGEMENT, FOOD PREPARATION, COMMUNITY INTEGRATION AND ACCESS, DEVELOPMENTAL PROGRAMS TO FOSTER INDEPENDENCE, RECREATIONAL ACTIVITIES AND VOLUNTEER ACTIVITIES IN THE COMMUNITY. DEVELOPMENTAL PROGRAMS ARE PERSON-CENTERED AND FOSTER PHYSICAL WELLNESS, SOCIAL SKILLS, HOUSEKEEPING SKILLS AND MONEY MANAGEMENT. 272767 211747 OUR LIFE SKILLS PROGRAM PROVIDED 51 INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WITH TRAINING SERVICES IN LIFE SKILLS INTENDED TO SUPPORT THE INDIVIDUAL IN DEVELOPING MEANINGFUL AND VALUED ROLES IN THE GREATER COMMUNITY. THESE SERVICES ARE SCHEDULED 6 HOURS A DAY UP TO 5 DAYS A WEEK. THE LIFE SKILLS PROGRAM INCLUDES VOLUNTEERING, ACCESSING COMMUNITY RESOURCES, MEANINGFUL DAY ACTIVITIES, TRAINING IN ACTIVITIES OF DAILY LIVING, SELF-ADVOCACY, ADAPTIVE SKILLS, AND SOCIAL SKILLS. ALL ACTIVITIES ARE PERSON-CENTERED AND MEANINGFUL TO THE INDIVIDUAL AND THEIR GOALS. 220398 658691 OUR SUPPORTED EMPLOYMENT PROGRAMS CONSIST OF OUR ADULT EMPLOYMENT PROGRAMS AND YOUTH TRANSITIONAL PROGRAMS WHICH SERVE A TOTAL OF 200 INDIVIDUALS WITH DISABILITIES WHO RESIDE THROUGHOUT LAKE, ORANGE, OSCEOLA, POLK, AND SEMINOLE COUNTIES. OUR ADULT EMPLOYMENT PROGRAMS SERVED 40 INDIVIDUALS PROVIDING COMPREHENSIVE PRE-VOCATIONAL TRAINING AND COUNSELING, JOB DEVELOPMENT, ON-THE-JOB TRAINING, PLACEMENT, AND ON-GOING FOLLOW-ALONG SUPPORT. SERVICES ARE PERSONALIZED TO THE NEEDS OF THE INDIVIDUAL AND MAY INCLUDE GROUP AND INDIVIDUALIZED INSTRUCTION IN ACCESSING AND EXPLORING THE JOB MARKET AND POSSIBLE CAREER PATHS AS WELL AS DEVELOPING INDIVIDUAL JOB APPLICATIONS, INTERVIEWING SKILLS, SELF-ADVOCACY SKILLS, SOCIAL SKILLS, AND SKILLS NEEDED FOR THE PERSONALIZED CAREER PATH. OUR YOUTH TRANSITIONAL PROGRAMS SERVED 113 HIGH SCHOOL STUDENTS THROUGH PROJECT SEARCH, WHICH IS A ONE-YEAR EMPLOYMENT PREPARATION PROGRAM THAT TAKES PLACE ENTIRELY IN THE WORKPLACE COMBINING REAL-LIFE WORK EXPERIENCE TRAINING IN EMPLOYABILITY AND INDEPENDENT LIVING SKILLS. OUR CAREER CAMP IS AN ADDITIONAL YOUTH TRANSITION PROGRAM THAT SERVED 47 HIGH SCHOOL STUDENTS IN WORKPLACE EXPERIENCES LEARNING EMPLOYABILITY SKILLS ON THEIR SCHOOL BREAKS. 3391337 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 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 1 0 0 0 1 11 0 85 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 4078926078 401 BISHOP GRADY CT ST CLOUD FL 34769 MAUREEN KANE CHAIR 2.00 X 0 0 0 PAUL VOLKERSON VICE CHAIR 2.00 X 0 0 0 BRYAN HARROLD TREASURER/SECRETARY 2.00 X X 0 0 0 ALEX LEVY MEMBER 2.00 X 0 0 0 BARBARA BOWDEN MEMBER 2.00 X 0 0 0 BRIAN MORAN MEMBER 2.00 X 0 0 0 ELYSE MUNDELEIN MEMBER 2.00 X 0 0 0 FR MIGUEL GONZALEZ MEMBER 2.00 X 0 0 0 FR TOM WALDEN MEMBER 2.00 X 0 0 0 GREGORY LICALZI MEMBER 2.00 X 0 0 0 JENIFFER DROW EX OFFICIO 2.00 X 0 0 0 JON TROUT MEMBER 2.00 X 0 0 0 KEVIN JOHNSON EXECUTIVE DIRECTOR 40.00 X 114605 0 0 114605 0 0 1 0 0 0 0 298972 99000 823239 241257 1462468 MEDICAID 623000 1722188 1722188 VOCATIONAL REHABILITAT 623000 658691 658691 RESIDENT FEES 623000 655103 655103 INDIVIDUAL CAREER PLAN 623000 8900 8900 3044882 37696 37696 9461 -9461 -9461 -9461 90133 298972 90133 0 MISC INCOME 900099 1076 1076 1076 4536661 3036497 0 37696 17619 17619 2777819 2537993 147322 92504 83952 24347 59605 27955 27955 101753 89389 12364 147832 140440 7392 155484 147710 7774 38671 36737 1934 FOOD PURCHASES 148548 148548 REPAIRS & MAINTENANCE 112491 107991 4500 CLIENT SERVICES 54596 54596 MISCELLANEOUS 38949 26096 12853 47637 31916 15721 3753306 3391337 269465 92504 3849660 3819859 356465 457852 21871 71910 6650367 3513308 3188222 3137059 613466 660563 8029684 8147243 214442 268248 832809 16250 0 50000 1047251 334498 X 6961110 7791981 21323 20764 6982433 7812745 8029684 8147243 783355 46957 0 X 0 1 X 0 0 X 246909 413921 413841 502943 607906 2185520 2449122 2560471 2212478 2375106 3044882 12642059 2696031 2974392 2626319 2878049 3652788 14827579 0 0 0 14827579 23551 27540 22190 41655 37696 152632 23551 27540 22190 41655 37696 152632 397602 136774 242535 2952 1076 780939 3117184 3138706 2891044 2922656 3691560 15761150 0.94080 0.92280 0.00970 0.00900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 613466 50015 2918 660563 692902 -75636 3800 613466 582363 113811 3272 692902 582880 16579 14108 2988 582363 568170 31838 14000 3128 582880 1.00000 0 1 1 490227 490227 4709814 2273630 2436184 652369 652369 0 598587 444007 154580 199370 143302 56068 3137059 ENDOWMENT FUNDS 660563 F 660563 DUE TO AFFILIATES 50000 50000 4828932 46957 172800 90133 309890 4519042 17619 17619 4536661 3998620 172800 90133 262933 3735687 17619 17619 3753306 PART V, LINE 4: TO PROVIDE SCHOLARSHIP ASSISTANCE TO RESIDENTS, AND TO CREATE RESERVES TO BE USED FOR THE GREATEST NEED OF THE ORGANIZATION, AT THE DISCRETION OF THE BOARD OF DIRECTORS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 90,133. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS EXPENSE 17,619. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 90,133. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 17,619. HARVEST BALL 389105 298972 90133 90133 389105 298972 90133 90133 90133 0 0 LODGING, TRAINING, EXERCISE FOR DISABLED INDIVIDUALS 17619 X 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS THE CURRENT BISHOP OF THE DIOCESE OF ORLANDO, FLORIDA AND HIS SUCCESSORS IN OFFICE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER HAS THE POWER TO APPOINT DIRECTORS OF THE BOARD AND TO REMOVE DIRECTORS WITH OR WITHOUT CAUSE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT CAN ACT INDEPENDENTLY OF THE BOARD'S APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS OVERSEES AND REVIEWS THE AUDIT. THE AUDIT IS THEN USED TO PREPARE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE PERSONS COVERED BY THIS POLICY INCLUDE ANY PERSON WHO IS A "DISQUALIFIED PERSON" WITHIN THE MEANING OF TREAS. REG SECTION 53.4958-3. THUS ANY PERSON WHO IS, OR DURING THE PRECEDING 5 YEARS WAS, IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ORGANIZATION IS AN "INTERESTED PERSON." IN ADDITION, THE SPOUSE, ANCESTORS, SIBLINGS, AND DESCENDANTS OF ANY SUCH PERSON IS AN "INTERESTED PERSON." OTHER FACTORS, E.G., BEING THE FOUNDER OF THE ORGANIZATION, A SUBSTANTIAL CONTRIBUTOR TO THE ORGANIZATION, OR A KEY EXECUTIVE WHO IS NOT AN OFFICER, WILL ALSO BE TAKEN INTO ACCOUNT IN DETERMINING WHETHER AN INDIVIDUAL OR ENTITY IS AN INTERESTED PERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST, AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS, TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS THAT ARE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE MEMBER AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE MEMBER HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD AUTHORITY SHALL CONTAIN: THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH A TRANSACTION OR ARRANGEMENT, AND THE NATURE OF THE FINANCIAL INTEREST; AND THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH. TO ENSURE THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: WHETHER ACQUISITION OF GOODS OR SERVIES RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT;AND WHETHER AGREEMENTS TO PROVIDE GOODS OR SERVICES FURTHER THE ORGANIZATION'S CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION ARRANGEMENTS OF KEY EXECUTIVE EMPLOYEES OF THE ORGANIZATION ARE APPROVED IN ADVANCE BY AN AUTHORIZED BODY OF THE ORGANIZATION WHO SHALL HAVE OBTAINED AND RELIED UPON APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ITS DETERMINATION. RELEVANT COMPARABILITY DATA WILL INCLUDE COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS, BOTH TAXABLE AND TAX EXEMPT FOR FUNCTIONALLY COMPARABLE POSITIONS; THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA OF THE ORGANIZATION; CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS; AND ACTUAL WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE INDIVIDUAL FOR WHOM THE COMPENSATION ARRANGEMENT IS BEING SET. THE AUTHORIZED BODY IS REQUIRED TO ADEQUATELY DOCUMENT THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THAT DETERMINATION. FOR PURPOSES OF THIS EXPLANATION, "KEY EXECUTIVE EMPLOYEE" INCLUDES THE OFFICERS AND DIRECTORS OF THE ORGANIZATION AND ANY INDIVIDUAL WHO HAS POWERS AND RESPONSIBILITIES SIMILAR TO OFFICERS AND DIRECTORS OF THE ORGANIZATION. THE TERM "AUTHORIZED BODY" INCLUDES THE BOARD OF DIRECTORS OF THE ORGANIZATION OR A COMMITTEE OF THE BOARD OF DIRECTORS AND WILL BE COMPOSED SOLEY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST. 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. DIOCESE OF ORLANDO 50 EAST ROBINSON STREET ORLANDO FL 32801 OPERATIONAL SUPPORT FL 501(C)(3) 170(B)(1)(A) 0 THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA 50 EAST ROBINSON STREET ORLANDO FL 32801 ENDOWMENT MANAGEMENT FL 501(C)(3) 170(B)(1)(A) 0 CATHOLIC CHARITIES OF CENTRAL FLORIDA INC 1771 N SEMORAN BLVD ORLANDO FL 32807 OPERATIONAL SUPPORT FL 501(C)(3) 170(B)(1)(A) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 DIOCESE OF ORLANDO C 99000 CASH RECEIVED CATHOLIC CHARITIES OF CENTRAL FLORIDA INC P 48000 CASH DIRECT REIMBURSEMENT THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA P 7001 CASH DIRECT REIMBURSEMENT DIOCESE OF ORLANDO P 630533 CASH DIRECT REIMBURSEMENT