2024-05-08T09:35:59-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2022-07-01 237313332 SOUTHWEST FLORIDA SAFETY COUNCIL INC SOUT 2393323008 1714 EVANS AVE FT MYERS FL 33901 PETER D'ALESSANDRO PRESIDENT 2393323008 2024-05-03 1 PETER DALESSANDRO 999009999 1 AMELIA COOPER P00437898 2392628686 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PETER D'ALESSANDRO 14421 METROPOLIS AVENUE STE 102 FORT MYERS FL 33912 1437242 0 X WWW.SWFLSC.COM X 1972 FL TO PROMOTE, ENCOURAGE AND SUPPORT SAFETY IN INDUSTRY, HOMES, TRAFFIC AND IN PUBLIC PLACES 7 7 35 7 0 0 0 0 1486984 1381797 628 2987 0 52458 1487612 1437242 0 0 0 0 1019521 1015128 0 0 0 425568 423927 1445089 1439055 42523 -1813 676698 963897 97791 386803 578907 577094 TO PROMOTE, ENCOURAGE AND SUPPORT SAFETY IN INDUSTRY, HOMES, TRAFFIC AND IN PUBLIC PLACES. 0 0 1051939 1256056 CLASSES - DUI - PROVIDE EDUCATION, EVALUATION, AND SUPERVISION TO THOSE PERSONS CONVICTED OF DRIVING UNDER THE INFLUENCE OF DRUGS OR ALCOHOL. 71054 86351 CLASSES - OCCUPATIONAL - OCCUPATIONAL SAFETY TRAINING ADVISE BUSINESS AND THE GENERAL PUBLIC HOW TO CREATE A SAFER WORKING ENVIRONMENT, PROVIDE CPR, AND FIRST AID TRAINING. 29153 39390 TRAFFIC SAFETY AND TRAINING PROGRAMS DESIGNED TO PROVIDE FIRST-TIME DRIVERS WITH EDUCATION OF TRAFFIC LAWS AND SUBSTANCE ABUSE AND TO TEACH ALL DRIVERS DIFFERENT ASPECTS OF DRIVING SITUATIONS AND TECHNIQUES. 1152146 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 1 0 X PETER D'ALESSANDRO 2393323008 1714 EVANS AVE FORT MYERS FL 33901 PETER D'ALESSANDRO PRESIDENT 0.50 X X 0 0 0 RICK BIDWELL VICE PRESIDENT 0.50 X X 0 0 0 JAMES DRZYMALA TREASURER 0.50 X X 0 0 0 BARBARA FERNANDEZ SECRETARY 0.50 X X 0 0 0 ANDREW EPSTEIN DIRECTOR 0.50 X 0 0 0 TERENCE MONAHAN DIRECTOR 0.50 X 0 0 0 NEAL SAIZ DIRECTOR 0.50 X 0 0 0 GLENN BUTTION SUPPORT COORDINATOR/HR 40.00 X 92326 0 11718 PAM DONELSON DR/DUI PROGRAM MANAGER 40.00 X 60279 0 13714 MARY RODRIGUEZ FINANCE/BENEFITS MANAGER 40.00 X 53602 0 12103 206207 0 37535 0 0 0 0 0 DUI PROGRAM FEES 611600 1256056 1256056 OCCUPATIONAL SAFETY 611600 86351 86351 DRIVER IMPROVEMENT 611600 39390 39390 1381797 2987 2987 460 0 460 460 460 INSURANCE PROCEEDS 900099 46795 46795 CREDIT CARD FEES 900099 3535 3535 VENDING MACHINE 900099 1668 1668 51998 1437242 1381797 0 55445 245804 212795 33009 608529 492126 116403 21273 14606 6667 79211 66454 12757 60311 49505 10806 13502 13502 840 840 11966 9960 2006 1379 1379 64244 60930 3314 8183 8183 127970 99024 28946 9447 8836 611 12978 12978 23745 23745 STATE ASSESSMENT FEES 47835 47835 RECORD RETRIEVAL-DUI 45206 45206 REPAIRS & MAINTENANCE 23682 23682 EDUCATIONAL MATERIALS 22065 22065 10885 264 10621 1439055 1152146 286909 0 182916 171946 325505 287465 368 890 6144 3348 604762 388766 156388 215996 5377 284252 676698 963897 15031 25889 82760 75912 0 285002 97791 386803 X 578907 577094 578907 577094 676698 963897 -1813 0 X 0 1 X 1 0 X 5830 117732 123562 1396557 1238326 1313625 1486984 1381797 6817289 1402387 1238326 1431357 1486984 1381797 6940851 0 0 0 6940851 15 7 1 628 3447 4098 15 7 1 628 3447 4098 51998 51998 1402402 1238333 1431358 1487612 1437242 6996947 0.99200 0.99950 0.00060 0.00050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2022 AMOUNT: $ 46,795. CREDIT CARD FEES - 2022 AMOUNT: $ 3,535. VENDING MACHINE - 2022 AMOUNT: $ 1,668. 0 0 0 0 0 0 0 0 1 840 840 0 PART II-B, LINE 1: THE FLORIDA ASSOCIATION OF DUI PROGRAMS HAS HISTORICALLY PAID FOR A LOBBYIST OUT OF FUNDS RECEIVED FROM RUNNING DRIVERS LICENSE CHECKS FOR DUI PROGRAMS. HOWEVER, APPROXIMATELY 4-5 YEARS AGO, DMV ADVISED THEM THAT THE SECURITY REQUIREMENTS HAD INCREASED AND THEIR PROGRAM DIDN'T MEET THEM. THEY HIRED JOANNE SATTERLY TO UPGRADE THE SECURITY AT A SIGNIFICANT COST. SHE PROMISED TO HAVE THE UPDATES COMPLETED WITHIN 30 DAYS; HOWEVER, WAS UNABLE TO DO SO, AND FINALLY QUIT TRYING AFTER A YEAR OR MORE. DURING THIS TIME, THE ORGANIZATION WAS UNABLE TO RUN THE RECORDS, LOSING SIGNIFICANT REVENUE, IN ADDITION TO THE COST OF THE FAILED SECURITY UPGRADE. JOANNE ADVISED THAT SHE WOULD NEED ANOTHER $25,000 TO CONTINUE TRYING TO COMPLETE THE UPGRADE, AND THE PROGRAM WAS SCRAPPED AS A RESULT. WITH THE ORGANIZATION IN DIRE FINANCIAL STRAITS, MOVES HAD TO BE MADE TO EITHER CLOSE DOWN OR REDUCE COSTS. ONE OF TWO EMPLOYEES WAS LAID OFF, AND THE OTHER SUFFERED A PAY CUT OF 50%. THE OFFICE WAS CLOSED AND THE EMPLOYEE BEGAN TO WORK FROM HOME. AT THIS TIME, THERE WERE NO FUNDS AVAILABLE TO PAY THE LOBBYIST, WHICH IS ESSENTIAL TO THWART HOSTILE LEGISLATION TO DUI PROGRAMS IN THE STATE. THE MEMBERSHIP AGREED TO BEAR THE COST EQUALLY TO KEEP THE LOBBYIST EMPLOYED. WITH THE ORGANIZATION'S INABILITY TO RUN DRIVERS LICENSE RECORDS, THE COST OF THE LOBBYIST WILL CONTINUE TO BE HANDLED BY THE DUI PROGRAMS THAT PARTICIPATE IN THE ORGANIZATION FOR THE FORESEEABLE FUTURE AND BEYOND. EACH YEAR, THERE IS LEGISLATION PROPOSED THAT WOULD BE DETRIMENTAL TO OUR OPERATIONS AND TO THE SAFETY OF THE CITIZENS CONCERNING DUI; THEREFORE, KEEPING THE LOBBYIST IS ESSENTIAL. 90901 90901 117414 116853 561 241644 126016 115628 154803 145897 8906 215996 SECURITY DEPOSITS 5469 ROU ASSET - OPERATING 278783 284252 LEASE LIABILITY - OPERATING 285002 285002 1437242 0 1437242 0 1437242 1439055 0 1439055 0 1439055 FORM 990, PART VI, SECTION A, LINE 1A AN EXECUTIVE COMMITTEE CONSISTING OF ALL OFFICERS SHALL MEET AS NECESSARY TO CONDUCT SAFETY COUNCIL BUSINESS AND AFFAIRS NOT COVERED BY A SPECIFIC BYLAW. ALL SUCH MEETINGS SHALL BE DOCUMENTED AND REVIEWED BY ALL BOARD MEMBERS AT THE NEXT SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A NATIONAL ACCOUNTING FIRM. THE RETURN IS THEN REVIEWED BY THE TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C PER THE EMPLOYEE HANDBOOK: THE AGENCY IS JUDGED BY THE COLLECTIVE AND INDIVIDUAL PERFORMANCE OF ITS OFFICERS AND EMPLOYEES. THE AGENCY HAS A PARTICULAR INTEREST IN PRESERVING ITS REPUTATION AND THE REPUTATION OF ITS EMPLOYEES FOR THE UTMOST HONESTY AND INTEGRITY. THUS, THE AGENCY HOLDS ITSELF AND ITS EMPLOYEES TO THE HIGHEST STANDARDS OF LAWFUL AND ETHICAL CONDUCT. THEREFORE, YOU MUST BE VERY CAREFUL THAT YOUR RELATIONSHIP WITH CLIENTS OR VENDORS OR OTHER ACTIVITIES DO NOT SUBJECT YOU OR THE AGENCY TO QUESTION OR UNDUE CRITICISM. THIS INCLUDES THE USE OF YOUR POSITION WITH THE AGENCY FOR PERSONAL PROFIT OR ADVANTAGE OR ENTERING INTO TRANSACTIONS OR RELATIONSHIPS WHERE IT MAY APPEAR YOU HAVE A CONFLICT OF INTEREST, ARE IMPROPERLY BENEFITING FROM YOUR AFFILIATION WITH THE AGENCY, OR ARE VIOLATING LAWS GOVERNING FIDUCIARY RELATIONSHIPS. GOOD JUDGMENT AND COMMON SENSE ARE TO SUPPLEMENT THESE PROVISIONS TO AVOID EVEN THE APPEARANCE OF IMPROPRIETY. TO THE EXTENT THERE IS A CONFLICT OR AMBIGUITY BETWEEN PERMISSIVE CONDUCT AND THAT WHICH IS NOT PERMITTED, THE LATTER SHALL HAVE PRECEDENCE. IT IS CONSIDERED A CONFLICT OF INTEREST IF AN EMPLOYEE IS WORKING WITH A CLIENT/STUDENT OF THE AGENCY IN ANY CAPACITY FOR REMUNERATION. OTHER AREAS OF CONFLICT OF INTEREST MAY BE SPECIFICALLY DEFINED FROM TIME TO TIME. IF YOU QUESTION THE PROPRIETY OF A TRANSACTION OR ACTIVITY, YOU SHOULD SEEK GUIDANCE FROM YOUR SUPERVISOR OR A MEMBER OF MANAGEMENT OF THE AGENCY. IF ANY CONFLICT OF INTEREST IS DETERMINED, IT SHOULD BE REPORTED TO THE EXECUTIVE MANAGEMENT TEAM, FOR FINAL DECISION. NOTHING IN THIS HANDBOOK IS INTENDED TO INFRINGE UPON AN EMPLOYEE'S RIGHT TO ENGAGE IN PROTECTED CONCERTED ACTIVITY. FORM 990, PART VI, SECTION B, LINE 15B THE EXECUTIVE MANAGEMENT TEAM'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS USING MARKET RATES USED BY OTHER SIMILAR NON- AND FOR-PROFIT COMPANIES TO REMAIN COMPETITIVE AND REASONABLE FOR EACH POSITION AND DUTIES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.