2024-11-13T09:54:11-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2023-07-01 237313332 SOUTHWEST FLORIDA SAFETY COUNCIL INC SOUT 2393323008 1714 EVANS AVE FT MYERS FL 33901 PETER D'ALESSANDRO TREASURER 2393323008 2024-11-12 1 1 AMELIA COOPER P00437898 2392628686 2024-11-12 2023 2024-10-15 13:58:12Z JAMES DRZYMALA 1714 EVANS AVENUE FORT MYERS FL 33901 1365280 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 1381797 1358924 2987 4714 52458 1642 1437242 1365280 0 0 0 0 1015128 1014163 0 0 0 423927 411710 1439055 1425873 -1813 -60593 963897 844894 386803 328393 577094 516501 TO PROMOTE, ENCOURAGE AND SUPPORT SAFETY IN INDUSTRY, HOMES, TRAFFIC AND IN PUBLIC PLACES. 0 0 1016762 1242602 CLASSES - DUI - PROVIDE EDUCATION, EVALUATION, AND SUPERVISION TO THOSE PERSONS CONVICTED OF DRIVING UNDER THE INFLUENCE OF DRUGS OR ALCOHOL. 76471 68293 CLASSES - OCCUPATIONAL - OCCUPATIONAL SAFETY TRAINING ADVISE BUSINESS AND THE GENERAL PUBLIC HOW TO CREATE A SAFER WORKING ENVIRONMENT, PROVIDE CPR, AND FIRST AID TRAINING. 36428 48029 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. 1129661 1 0 0 1 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 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 GLENN BUTTION SUPPORT COORDINATOR/HR 40.00 X 53602 0 11718 PAM DONELSON DR/DUI PROGRAM MANAGER 40.00 X 92326 0 13714 MARY RODRIGUEZ FINANCE/BENEFITS MANAGER 40.00 X 60279 0 12103 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 206207 0 37535 0 0 0 0 0 DUI PROGRAM FEES 611600 1242602 1242602 OCCUPATIONAL SAFETY 611600 68293 68293 DRIVER IMPROVEMENT 611600 48029 48029 1358924 4714 4714 428 0 428 428 428 VENDING MACHINE 900099 1214 1214 1214 1365280 1358924 0 6356 235577 203941 31636 612068 491006 121062 24792 16627 8165 81375 66563 14812 60351 49270 11081 16143 16143 900 900 10225 10225 1271 1271 77011 73196 3815 7882 7882 117586 87035 30551 10320 8839 1481 15557 15557 19240 19240 RECORD RETRIEVAL-DUI 40195 40195 STATE ASSESSMENT FEES 39540 39540 REPAIRS & MAINTENANCE 28799 28799 EDUCATIONAL MATERIALS 18424 18424 8617 90 8527 1425873 1129661 296212 0 171946 89578 287465 305970 890 2705 3348 3616 607962 404323 215996 203639 284252 239386 963897 844894 25889 1495 75912 81978 285002 244920 386803 328393 X 577094 516501 577094 516501 963897 844894 -60593 0 X 0 1 X 1 0 X 117732 117732 1238326 1313625 1486984 1381797 1358924 6779656 1238326 1431357 1486984 1381797 1358924 6897388 0 0 0 6897388 7 1 628 3447 5142 9225 7 1 628 3447 5142 9225 51998 1214 53212 1238333 1431358 1487612 1437242 1365280 6959825 0.99100 0.99200 0.00130 0.00060 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. 2023 AMOUNT: $ 1,214. 0 0 0 0 0 0 0 0 1 900 900 0 PART II-B, LINE 1: LOBBYISTS ARE 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 117119 295 244844 138419 106425 154803 148785 6018 203639 SECURITY DEPOSITS 5709 ROU ASSET - OPERATING 233677 239386 LEASE LIABILITY - OPERATING 244920 244920 X 1365280 0 1365280 0 1365280 1425873 0 1425873 0 1425873 PART X, LINE 2: THE SAFETY COUNCIL IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE SAFETY COUNCIL'S FORM 990, RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX, FOR THE YEARS ENDED JUNE 30, 2022, 2023 AND 2024 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 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. THE CONPENSATION REVIEW PROCESS WAS LAST PERFORMED IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.