The Able Trust
3320 Thomasville Road
Suite 200
Tallahassee FL 32308
Mission
The mission of The Able Trust is to be a key leader in providing Floridians with disabilities opportunities for successful employment.
Leadership
CEO/Executive Director Dr. Susanne F. Homant
Board Chair Ms. Karen B. Moore
Board Chair Affiliation Moore Communications Group, Inc.
General Info
Organization DBA
DBA
The Able Trust
Tax Exempt Status Public Supported Charity
Incorporation Year 1990
State Charitable Solicitations Permit Yes Dec 2017
State Registration Yes Dec 2017
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $5,173,423.00
Projected Expenses $4,440,638.00
Impact Statement

Accomplishments FY 2016:

    1. One-hundred percent (100%) of the 24 seniors enrolled in High School High Tech in Charlotte, Desoto, Manatee, and Sarasota Counties graduated. The Able Trust provided training, resources and support to operate Florida High School High Tech (HSHT) in each county. Seventy-six (76) students were served. Additionally, community partners managing HSHT at the local level received grants: $22,000 to Goodwill SW Florida, $30,000 to Goodwill Manasota and $44,000 to The Haven to serve Manatee and Sarasota Counties. Statewide HSHT served 1,784 students in 40 Florida counties at 42 sites from 124 high schools and alternative education settings. Ninety-nine percent of program seniors graduated. Eighty-two percent entered post-secondary education, continuing education, or employment upon graduation. Also, in Sarasota, the Vincent Academy/Van Gogh's Palette was awarded a $54,000 grant to found the Vincent Academy's Employment Support Program.

    2. Funded 74 grantees in Florida, including two $250,000 multi-year Strategic Employment Grants to WorkNet Pinellas for the Ability Initiative Program and Susan B. Anthony Recovery Center for their Readiness, Employment & Placement Program.

    3. Disability Employment Awareness Month (DEAM) is a statewide effort that includes activities in Charlotte, Desoto, Manatee, and Sarasota Counties. The national event is organized in Florida by The Able Trust and many community liaisons. The campaign, which extends through the spring, shows businesses the talented pool of persons with disabilities. Through activities such as job shadowing, career-readiness workshops, industry tours, community events, and career fairs job-seekers with disabilities are exposed to the resources and careers available. Through the spring of 2017 it's anticipated 2,000 individuals in 62 counties will have participated.

 
Four general concepts represent the organization's goals and strategic direction for 2016 - 2018:

    1. Continue to fund multi-year, large dollar amount, Strategic Employment grants that are directly linked to advancement of the mission of The Able Trust.

    2. The Able Trust should continue its internal youth programs, contingent upon providing outcome data that supports the resources dedicated to the programs and the programs continue to contribute to the mission: Florida High School High Tech and Florida Youth Leadership Forum.

    3. The Able Trust should continue its efforts to expand work experiences for job seekers, which may include job shadowing, mentoring, internships, or other related activities. Annual outcome data will be required to support the continuation of these efforts.

    4. The Able Trust will continue its statewide communications campaign, directed towards business, and designed to change misperceptions and increase the number of people with disabilities who are successfully employed. The plan will be designed to also positively influence work experience opportunities, public policy, and the financial sustainability of the organization.

Needs Statement

Additional private funding is needed to sustain and grow effective programs for youth with disabilities:
  • Florida Youth Leadership Forum: The per student cost of attending, all expenses including programs, travel, housing, meals, and lodging for 50 students is $3,000. In the last two years, seven students from Charlotte, Desoto, Manatee, and Sarasota attended. The program is solely funded by donations and grants.
  • Florida High School High Tech (HSHT): The Department of Vocational Rehabilitation funds 1/3 of the $1,500,000 cost. Endowment funds, proceeds from a portion of Florida traffic civil penalties and sale of temporary disabled parking permits, and private donations and grants make up the difference. While grants are provided to local organizations to administer the program locally, The Able Trust provides training events and materials for all 43 sites, resources, and site visits. Those expenses are not included in the grants awarded.
Other organizational needs include:

The need to better communicate The Able Trust mission to businesses;
A mission-centered  theme for future communications,  as opposed to a focus on events;
An Expanded pool of business partners willing to mentor and hire qualified people with disabilities;
 
Background Statement

Created by the Florida Legislature in 1990 (FS 413.615), the Florida Endowment Foundation for Vocational Rehabilitation, d/b/a The Able Trust, is a 501(c)(3) non-profit public/private partnership. Its mission is to be a key leader in providing Floridians with disabilities opportunities for successful employment.

Creating employment opportunities is the main focus of The Able Trust's programs and grants. For every dollar invested in vocational rehabilitation, thirteen to twenty-six dollars are infused into the economy. Making funds available to persons with disabilities helps not only them, but also local and state economies.

The Able Trust supports a diversity of projects, including on-the-job coaching, supported employment, job skills-training, job development, employer outreach, ADA facility compliance, skills evaluation and programs leading to employment. The positive impact of The Able Trust's grant awards has been felt by non-profit agencies serving people with various disabilities, community colleges and individuals with documented disabilities.

Youth programs, Florida High School High Tech in its 18th year and the Florida Youth Leadership Forum in its 17th year, focus preparing young adults with disabilities for life beyond high school -- post-secondary education and careers. The programs also build self-esteem and work to develop personal leadership skills. Overall, The Able Trust youth programs provide career development and transition to more than 1,800 students with disabilities annually, helping to reduce the dropout rate and prepare young adults for life beyond high school. 
Areas Served
Areas Served
Area
In a specific U.S. city, cities, state(s) and/or region.
FL
Areas Served Comments The Able Trust provides grants in all 67 Florida counties. Desoto, Charlotte, Manatee, and Sarasota Counties are specifically served through grants to area non-profits to locally administer the High School High Tech program. Last year, 76 high school students with disabilities were served.
Service Categories
Primary Org Type Philanthropy,Voluntarism & Grantmaking Foundations
Secondary Org Type Employment
Tertiary Org Type Youth Development
Statement from the Board Chair/Board President
Statement from the CEO/Executive Director

A statewide organization like none other in the nation, the Florida Endowment Foundation for Vocational Rehabilitation, d/b/a The Able Trust, is a 501(c)(3) non-profit public/private partnership created by the Florida Legislature in 1990.  Its work is accomplished through producing a rich mixture of its own programs and the funding of external grants, all focused on employment for people with disabilities.  The Able Trust receives its funding from a perpetual endowment, charitable gifts, and support from the public and private sectors.  Less than 15% of the annual budget goes to administration and overhead – the rest directly benefits Floridians with disabilities.

Since its establishment, The Able Trust has awarded over $37 million to individuals with disabilities and nonprofit agencies throughout Florida for employment-related purposes, enabling hundreds of Florida citizens with disabilities to enter the workforce each year.  And vocational rehabilitation makes economic sense. For every dollar invested, thirteen to twenty-six dollars are infused into the economy. Making funds available to persons with disabilities and the agencies assisting them helps not only workers and employers, but also the local and state economies.

Two youth programs of The Able Trust – High School High Tech, the Florida Youth Leadership Forum - and mentoring activities such as Disability Employment Awareness Month - work to reduce the dropout rate of youth with disabilities and improve their participation in employment-related activities.  These programs focus on building self-esteem, developing personal leadership skills and preparing young adults with disabilities for life beyond high school.  Overall, The Able Trust youth programs provide career development and transition to more than 1784 students with disabilities annually, helping to reduce the dropout rate and prepare young adults for life beyond high school.

The goal of The Able Trust grant program is to provide funds to qualifying organizations to assist individuals with disabilities gain competitive employment of their choice in their community.  These grant initiatives support a wide diversity of projects, including on-the-job coaching, supported employment, job skills-training, job development, employer outreach, ADA facility compliance, skills evaluation and programs leading to employment. The positive impact of The Able Trust's grant awards has been felt by non-profit agencies serving people with various disabilities, community colleges and individuals with documented disabilities.

Programs
Description
Through High School High Tech  (HSHT) students are encouraged to set their sights on careers in the fields of science, technology, engineering or math. Students with disabilities enrolled in HSHT sites across Florida take field trips to science and technology-related businesses and attractions. They are offered on-the-job experiences through job shadowing and internships.
 
HSHT develops programming using the national, evidence-based Guideposts For Success, based on activities and experiences that youth with disabilities require for successful transition from school to post-secondary education or careers.
 

Budget $1,235,000
Category Education, General/Other Education & Technology
Program Linked to Organizational Strategy Yes
Population Served Adolescents Only (13-19 years) People/Families with of People with Disabilities People/Families with of People with Disabilities
Short Term Success In the 2014-2015 school year, The Able Trust's High School High Tech program served 1,282 students with disabilities at 42 HSHT sites in 40 counties. The Florida HSHT program experienced a high school graduation rate of 99%, and 79% of HSHT graduates entered post-secondary education, employment, or continuing education after graduation (compared to 42% of all graduates with disabilities in Florida).
Long Term Success High School High Tech improves lives and communities now and in the future. The program graduates more than 99% of its seniors with 79% of graduates employed and/or seeking more education. Graduating from high school is a predictor of future employment. The US Department of Labor Statistics cites an 8% unemployment rate of persons who did not complete high school. The ratio for people with disabilities can be expected to be higher. In Florida, current research by the Florida Chamber Foundation, shows an 18% rate of unemployment in Florida's 40 most populous counties for persons with disabilities. High School High Tech is making an impact.
Program Success Monitoring Site visits by Able Trust staff and written reports and surveys provided by directors and teachers from each educational site. A final report of outcomes is created by the end of August each year.
Program Success Examples
2014-2015 Florida HSHT Impact:
  • The Florida HSHT Program experienced a high school graduation rate of greater than 99% of all participating seniors.
  • 72% of Florida HSHT graduates received a standard diploma compared to 60% of other graduates with disabilities in Florida.*
  • 79% of Florida HSHT graduates entered postsecondary education or employment compared to 42% of other graduates with disabilities in Florida.*
  • 62% of Florida HSHT graduates entered postsecondary education after graduation compared to only 28% of other graduates with disabilities in Florida.*
  • Services were provided in 128 high schools and alternative education settings including Department of Juvenile Justice facilities.
  • 195 high school students (representing grades 9-12) secured employment.
  • 229 students participated in internships. 85% of which were paid through a stipend by the employer, the HSHT program site, the local Career Source, Vocational Rehabilitation, or community grant provider.
  • Disability diversity of enrolled students includes: autism spectrum disorder, 8%; cognitive impairment,17%; deaf or deaf/blind 2%; emotional disturbance, 3%; hearing impairment, 1%; multiple disabilities,1%; other health impairment, 13%; orthopedic impairment, 5%; specific learning disability, 39%; speech or language impairment, 5%; traumatic brain injury, 1%; visual impairment/blindness, 3%.
*Florida Department of Education, Bureau of Exceptional Education and Student Services. 2015 SEA Profile.
Description
Youth Leadership Forum (YLF) is an annual career and leadership training program that is both educational and motivational. Fifty high school juniors and seniors with disabilities are selected each summer to spend a week in Tallahassee learning about college and careers; personal leadership; business and etiquette; about community, state, and federal resources available; and advocacy for themselves and others with disabilities. They also take part in social activities which enable them to network and learn from each other and build friendships that will last a lifetime.
 
Budget $148,650
Category Human Services, General/Other Services for Individuals with Disabilities
Program Linked to Organizational Strategy Yes
Population Served Adolescents Only (13-19 years) People/Families with of People with Disabilities
Short Term Success
Participants of the YLF will develop a Personal Leadership Plan to set education and career goals, gain leadership skills, meet other students with disabilities, and gain confidence.
 
YLF 2015 participant survey responses:

100% of the survey respondents agreed that YLF helped them with their education and decisions about their goals after high school.

100% agreed they have a better sense of what their career plans are for the future.

100% agreed that participating in YLF increased their self-confidence and ability to participate in leadership activities, and that they have become more independent since attending YLF.

100% agreed that "YLF helped me understand my rights as a person with a disability," and that they gained a clearer understanding of the disability resources within their communities.

93% of respondents agreed they've gained leadership skills that can and will be used in the future.

93% have referred back to their Personal Leadership Plan to stay focused on their goals.

71% are conducting research, with 29% doing volunteer work, in their fields of interest.

 
 
Long Term Success
Participants of the YLF will learn leadership skills and develop self-confidence necessary to achieve their education and career goals. 
 
 
Program Success Monitoring Surveys, notes
Program Success Examples
The survey data cited in the short-term outcomes is powerful. Through ongoing contact with past YLF participants we have amazing success stories.
 
In 2009, Anthony attended YLF. He learned how to channel his love for computers into a career. Using his Personal Leadership Plan, Anthony succeeded in getting the education he needed and maintaining ties to the disability community through volunteering as a "junior" volunteer staffer at YLF each year. Now Anthony is not only a systems engineer but leads and manages a team of system engineers for a multi-million dollar corporation. He also is the founding Chairman of The Able Trust's Alumni Association.
 
 
 
 
Description Disability Employment Awareness Month (DEAM) is commemorated each October and pairs students with disabilities with employers for a one-on-one job shadowing experience. DEAM is designed to expose young adults to a variety of career options and provide them with a better understanding of the work place environment. Participants are given a chance to learn about the day-to-day responsibilities required of a desired occupation and the skills and education requirements specific to a job in that career field. At the same time, employers benefit from DEAM by understanding what people with disabilities have to offer to the workplace. The event is sponsored nationally by the American Association of People with Disabilities and implemented in Florida by The Able Trust and its statewide partners.
Budget $1,499,650
Category Employment, General/Other Internships
Program Linked to Organizational Strategy Yes
Population Served Adults People/Families with of People with Disabilities
Short Term Success Participants are given a chance to learn about the day-to-day responsibilities required of a desired occupation and the skills and education requirements specific to a job in that career field. At the same time, employers benefit from DEAM by understanding what people with disabilities have to offer to the workplace. 
Long Term Success Participants are given a chance to learn about the day-to-day responsibilities required of a desired occupation and the skills and education requirements specific to a job in that career field. At the same time, employers benefit from DEAM by understanding what people with disabilities have to offer to the workplace. 
Program Success Monitoring Outcomes are evaluated each year through reports from statewide partners and/or surveys of participants and partners, and an outcome report issued.
Program Success Examples

2015 DEAM was made possible due to the hard work of 80 community liaisons working in 62 counties throughout Florida. Together with over 180 businesses and organization partners, they were able to provide career exploration opportunities to 1900 participants.

Description The Able Trust is dedicated to creating successful employment opportunities for people with disabilities and an extensive youth program. This is accomplished through grants made to Florida nonprofit agencies that serve people with disabilities. The Able Trust awards more than $1 million annually to support a diversity of projects including job skills training, supported employment, employer outreach and other programs leading to employment. Statewide programs such as the Youth Leadership Forum and Disability Employment Awareness Month (DEAM) provide leadership training and career development for high school students with disabilities. Additionally, the Foundation's High School High Tech program promotes STEM-based careers and education for students with disabilities through classroom activities, summer internships and exposure to the world of work.
Budget $2,861,176
Category Employment, General/Other Vocational Rehabilitation
Program Linked to Organizational Strategy Yes
Population Served People/Families with of People with Disabilities Adults People/Families with of People with Physical Disabilities
Short Term Success Career education and placement services and programs to support employee retention.
Long Term Success In 2015, The Able Trust reached a milestone of exceeding $35 million in total grant awards since its establishment in 1990, a remarkable accomplishment for the Foundation. The positive impact of The Able Trust grant awards extends to all of Florida's 67 counties, benefiting not only the individual with a disability but also local and state economies. The Able Trust grants program serves all segments of the disability community. Grants have been awarded to support individuals with any disability recognized under the ADA, including but not limited to learning disabilities, epilepsy, spinal cord injuries, developmental disabilities, visual and hearing impairments, mental health disabilities, drug and alcohol recovery and HIV/AIDS.
Program Success Monitoring
  • The grants committee, site visits, grant reports submitted by grantees, data collection and analysis.
Program Success Examples
The Able Trust awarded a grant of $35,000 to the North Florida School of Special Education in Jacksonville, Florida to support the Berry Good Farms On The Go food truck. This funding was instrumental in the school providing students with vocational training experience in both farm production and culinary skills. Participants in the program have gone on to positions at Chick-fil-a, church cafeterias, an ice cream shop, and Jacksonville area farms while continuing their education.
CEO/Executive Director
CEO/Executive Director Dr. Susanne F. Homant
CEO Term Start Dec 2007
CEO/Executive Director Email Susanne@abletrust.org
Experience Dr. Susanne Homant began work as President and CEO of The Able Trust in December, 2007. Her background includes serving on the Florida Supreme Court Committee on Families and Children in the Court; as a board member of the Florida Partners in Crisis and as a board member of the Florida Supportive Housing Coalition. She also has previous service as Vice-Chair of the State Mental Health Planning Council of Florida, and she is an officer on the Board of the Florida Pain Initiative. Prior to her time with The Able Trust, Sue served as the Executive Director of the National Alliance on Mental Illness/Florida Chapter and also as Executive Director of Florida Hospices and Palliative Care. She relocated to Florida from Michigan, where she was the Executive Director of the Michigan Hospice and Palliative Care Organization. One of Sue?s public accomplishments while in Michigan included working extensively with the Office of the Governor to help defeat Michigan?s assisted suicide proposal. Other health care experience in Michigan included working for several years in the hospital industry and the nursing home industry. Sue has presented extensively to state and national groups, has completed several research projects, and is published. She earned an MBA from Northern Michigan University, and a Doctorate in Public Administration from Western Michigan University.
Former CEOs/Executive Directors
NameTerm
Ms. Sharon Griffith Jan 1993 - Jan 2007
Senior Staff
NameTitle
Ms. Allison Chase Vice President of Youth Programs
Ms. Guenevere Crum Senior Vice President
Mr. Ray Ford Jr.Director, Communications and YLF
Staff & Volunteer Statistics
Full Time Staff 8
Part Time Staff 1
Staff Retention Rate % 88
Professional Development Yes
Contractors 2
Volunteers 40
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
N/A
External Assessments and Accreditations
Assessment/AccreditationYear
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years 3
Strategic Plan Adopted June 2016
Management Succession Plan No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Policies and Procedures No
Comments
Management Comments by Organization


Other Documents
Other Document 2
Document Retention
Board Chair
Board Chair Ms. Karen B. Moore
Company Affiliation Moore Communications Group, Inc.
Board Term July 2016 to July 2018
Board Chair Email karenm@moorecommgroup.com
Board Members
Board Members
NameAffiliation
Ms. Marcy Benton Publix Super Markets
Mr. Richard L. Cole, Jr. Retired
Mr. Leslie D. Goldman Syniverse
Mr. Jefferey Hurst Florida Hospital
Mr. Scot M. Laferte Universal Studios Orlando
Ms. Karen B. Moore Moore Communications Group
Ms. Bridget R. Pallango Goodwill Industries of South Florida
Ms. Arlene Shackelford NextEra Energy, Inc.
Ms. Anne Marie Taglienti Palm Beach County Food Bank
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 2
Asian American/Pacific Islander 0
Caucasian 7
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 4
Female 5
Unspecified 0
Governance
Board Term Lengths 2
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 4
Board Meeting Attendance % 85
Board Self-Evaluation Yes
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 70
% of Board Making In-Kind Contributions 100
Standing Committees
Audit
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Executive
Finance
Legislative
Nominating
Comments
Governance Comments by Organization

The Able Trust was created by statute by the Florida Legislature. Board members are appointed by the Governor, not elected by the Board itself, and serve in an advisory capacity with no operational responsibilities. 

Fiscal Year Projections
Fiscal Year Begins 2016
Fiscal Year Ends 2017
Projected Revenue $5,173,423.00
Projected Expenses $4,440,638.00
Organization has Endowment Yes
Endowment Value $2,587,568.00
Endowment Spending Policy Income Only
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Audit/Financial Documents
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
$0$0$0
Government Contributions$1,839,200$3,175,596$500,000
Federal$0$0$0
State$1,839,200$0$0
Local$0$0$0
Unspecified$0$3,175,596$500,000
Individual Contributions$433,555$653,726$1,693,099
$0$0$0
$122,755$145,925$94,358
Investment Income, Net of Losses$1,138,660$1,262,761$1,057,883
Membership Dues$0$0$0
Special Events$0$0$0
Revenue In-Kind$0$0$0
Other$108,256$96,949$95,966
Expense Allocation
Fiscal Year201620152014
Program Expense$2,992,440$3,592,183$2,940,462
Administration Expense$99,080$88,032$96,612
Fundraising Expense$154,705$116,321$125,296
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.121.411.09
Program Expense/Total Expenses92%95%93%
Fundraising Expense/Contributed Revenue7%3%6%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$32,191,391$32,572,052$31,440,151
Current Assets$22,761,606$2,556,418$22,779,939
Long-Term Liabilities$0$0$0
Current Liabilities$5,484,114$5,108,690$4,390,241
Total Net Assets$26,707,277$27,463,362$27,049,910
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountGovernment Grants - State $1,839,200Government Grants - Unspecified $3,175,596Contributions, gifts, grants $1,693,099
Second Highest Funding Source & Dollar AmountInvestment Income $1,138,660Investment Income $1,262,761Investment Income $1,057,883
Third Highest Funding Source & Dollar AmountContributions, gifts, grants $433,555Contributions, gifts, grants $653,726Government Grants - Unspecified $500,000
CEO/Executive Director Compensation N/A
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities4.150.505.19
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization Difficulty uploading audit documents in 2015 resulted in audit letter but not financial statements.  2016 statement has been uploaded.
Financial Comments by Foundation Financial information taken from IRS Form 990s and audit documents.  Individual contributions include foundation and corporate support.  Federal tax returns and audited financial statements reconcile.For tax year 2015, the organization has provided an audit letter but not the audited financial statements.
Nonprofit The Able Trust
Address 3320 Thomasville Road
Suite 200
Tallahassee, FL 32308
Phone 850 224-4493

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.