Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 884,167 | 907,757 | 822,601 | 763,282 | 754,962 | 4,132,769 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 884,167 | 907,757 | 822,601 | 763,282 | 754,962 | 4,132,769 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 256,076 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 3,876,693 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 884,167 | 907,757 | 822,601 | 763,282 | 754,962 | 4,132,769 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 849,530 | 542,221 | 628,018 | 683,885 | 629,802 | 3,333,456 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 10,392 | 9,404 | 8,579 | 10,743 | 16,428 | 55,546 |
| 11 | Total support. Add lines 7 through 10 | 7,521,771 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part III, line 2 | In response to the COVID-19 Pandemic, Associated Services for the Blind and Visually Impaired (ASB) redesigned its educational and enrichment programming to serve its participants and students through remote, online learning platforms. The remote programming successfully adapted the ASB skills-based curriculum, comprised of curated trainings, supportive services, and linkages to external complementary resource providers - including health and wellness, education, and the arts. Since transitioning to remote operations, ASB has seen an increase in demand for services and enrollment in programs. ASB remains committed to maintaining and expanding our Remote Learning program as a long-term strategy. In addition to our direct services, ASB is also a respected leader in the Philadelphia region. Through our linkages and connections with partners across industry, ASB serves as a clearinghouse of information and a "go-to" resource for anyone in the area affected by loss of vision. This type of comprehensive support is critically important given that the current health crisis disproportionately affects the primary population for which ASB serves. ASB staff have worked diligently to expand and strengthen linkages to provide comprehensive wrap-around services for individuals facing blindness or low vision. |
| Form 990, Part III, line 3 | Associated Services for the Blind & Visually Impaired (ASB) completed the first year of a three-year Strategic Plan which will guide the agency's activities starting July 1, 2019 (FY 19-20). Additionally, ASB has been continually investing in its staff and programming to strengthen and expand curriculum that is participant and student focused and goal oriented. Partnerships with local community agencies and organizations such as the PA Ballet and the Free Library of Philadelphia contribute to increased and improved programming for ASB's program participants. As noted above, in response to the COVID-19 Pandemic, Associated Services for the Blind and Visually Impaired (ASB) redesigned its educational and enrichment programming to serve its participants and students through remote, online learning platforms. The remote programming successfully adapted the ASB skills-based curriculum, comprised of curated trainings, supportive services, and linkages to external complementary resource providers - including health and wellness, education, and the arts. Since transitioning to remote operations, ASB has seen an increase in demand for services and enrollment in programs. ASB remains committed to maintaining and expanding our Remote Learning program as a long-term strategy. |
| Form 990, Part VI, Section B, line 11b | The Board of Directors of Associated Service for the Blind (ASB) has approved the following procedure for the preparation, review and approval of the organization's IRS 990 Tax Form at its meeting on June 18, 2009. - The IRS 990 Tax document is prepared by the organization's Audit Firm with the assistance from ASB's Director of Finance - ASB's Director of Finance will work with the organization's Development / Fundraising Department as well as with agency Program Directors to draft / review all narrative documentation that is to be presented on the IRS 990 Form - Once the draft of the form has been completed and undergone review by the Audit Firm, a copy is forwarded to ASB's Director of Finance for review. Both the President & CEO and Director of Finance will draft any recommended changes / corrections and discuss with the Audit Firm - A copy of the revised draft will be forwarded to the Director of Finance for review to assure that all changes / corrections have been completed. After review, a copy of the drafted document will be forwarded to all ASB Audit Committee Members and the Board Chairman for review and approval. (If there are any changes / corrections; the CEO & President / Director of Finance will be notified to contact the Audit Firm to make the necessary changes.) - CEO & President will officially sign off on one copy of the IRS 990 along with Form 8879-EO IRS e-file Signature Authorization for an Exempt Organization. - Director of Finance will return the Form 8879-EO to ASB's Auditors so that ASB's 990 can be filed electronically with the IRS. A copy of the Form is kept in the Director of Finance's office. (Copies are available upon request.) |
| Form 990, Part VI, Section B, line 12c | Conflict of Interest Statements are provided to board members on an annual basis at the Annual Board Meeting in September each year. Updated statements are required from board members only if their existing information on file has changed. New board members are provided with a Conflict-of-Interest Statement in their welcome packet and are required to submit their statements prior to the next scheduled board meeting. |
| Form 990, Part VI, Section B, line 15 | a. The organizations CEO, Executive Director, or top management official - Each year, the process for determining the compensation of the organization's President & CEO is carried out by a committee consisting of several board members, which are selected by the Board Chairman. Members of the committee differ from year to year. In order to make an informed decision, the committee gathers information encompassing both financial and organizational matters in which the President & CEO plays a key role. The committee holds a meeting to discuss their findings and determines the appropriate compensation. Once a decision is made, the Board Chairman meets with the President & CEO to relay the outcome and then sends an official letter with a copy to the Director of Finance for further processing. b. Other officers or key employees of the organization - Performance appraisals are conducted before the end of the evaluation period and at least once annually. |
| Form 990, Part VI, Section C, line 19 | All organizational governing documents and financial statements are available to the public upon request. ASB's IRS 990 Form can be found online at Guidestar.com and on Charity Navigator. It is also available upon request. |
| Form 990, Part IX, line 11g | Professional fees: Program service expenses 92,579. Management and general expenses 315,119. Fundraising expenses 3,500. Total expenses 411,198. Contracted Services: Program service expenses 66,922. Management and general expenses 1,410. Fundraising expenses 0. Total expenses 68,332. |
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