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Vocational Visions

 26041 Pala
 Mission Viejo, CA 92691
[P] (949) 837-7280 x 221
[F] (949) 859-9962
www.vocationalvisions.org
[email protected]
Joan McKinney
FOUNDED: 1974
INCORPORATED: 1975
 Printable 1 Page Summary
 Printable Profile
Organization DBA none
Former Names Saddleback Community Enterprises (1996)
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 95-2972669 00000

Summary


Mission StatementMORE »

Vocational Visions benefits our community by developing the talents of adults with Intellectual/Developmental disabilities.  We create pathways to employment, life-long learning, and social inclusion.

Mission Statement

Vocational Visions benefits our community by developing the talents of adults with Intellectual/Developmental disabilities.  We create pathways to employment, life-long learning, and social inclusion.

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $8,273,435.00
Projected Revenue $8,326,516.00

ProgramsMORE »

  • Supported Employment
  • Health Related Services
  • Adult Day Program, Pathways to Employment
  • Day Training Activity Center
  • Emeritus

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

Vocational Visions benefits our community by developing the talents of adults with Intellectual/Developmental disabilities.  We create pathways to employment, life-long learning, and social inclusion.

Background Statement

Vocational Visions offers seven programs for adults with developmental disabilities in Orange County. Since 1974, Vocational Visions has had the opportunity to help thousands of men and women with disabilities to find, train for and keep employment; further their education; and reach their personal goals.

Impact Statement

  • Achieved 3 year level accreditation
  • Supported employment program placed 11 clients into job sites
  • Enhanced community integrated experiences and opportunities for our clients.
  • Hired a Community Access Specialist through a grant from the Department of Developmental Services to increase job and volunteer placement
  • Updated and revised strategic plan
  • Converted Work Activity Program to a Day Program that offers both work and community integrated learning opportunities.
  • Partnered with Saddleback College to offer classes at Vocational Visions onsite
  • Added 2 new members to the Board of Directors
 
 

Needs Statement

As we are experiencing serious State cuts, we are continually looking to raise much-needed funds so we can keep providing quality programs and services for men and women with developmental and other disabilities.
  • Funding to add a 2nd Job Developer  to our programs
  • Board members with skill sets including: Public Relations, Fund Development, Financial Planning, Diversity
  • Funding to additional vehicles including wheelchair lift vans to enhance community integrated program opportunities for our participants with the most severe disabilities.
  • Special Event sponsorships
  • Facility improvement funding

CEO Statement

I think what makes us unique is the people we serve.  Despite being dealt a difficult hand in life, they try everyday to achieve what you and I take for granted:  a nice place to live, meaningful work or activities, and people to share a life with.  Recently, during a focus group with some of the people we serve I asked them what kinds of activities they would like to do in the community and their responses were overwhelming:  help people who need food, help animals, beach clean-up and other service projects!  They want to be part of the community in meaningful ways.  We can all learn a lot from them.

Board Chair Statement

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Other Ways to Donate/Volunteer

Mailing a check, in-kind donations, estate planning/planned gifts, website accepts donations, phone-in donations, sponsor special events, designate your United Way donation to us, employer matching gifts. Volunteer opportunities including board of directors, special event planning committees, day of service projects, Eagle Scout projects, pro-bono services, and program support to our clients.  

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
South Orange County
South Orange County
We serve south and central Orange County, California.

Organization Categories

  1. Human Services - Developmentally Disabled Services/Centers
  2. Employment - Employment Preparation & Procurement
  3. Human Services - Adult Day Care

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Programs


Supported Employment

Our Supported Employment Program assists our clients with finding jobs.  The core services include job development, job placement, and on-going on the job support.  The on-going job coaching is essential to job retention.  Our job coaches help our clients to learn and understand the social nuances of the workplace, help build natural supports so our clients know who to turn to when they are experiencing problems at work, and as our clients become more independent we fade our job coaching.  Integrated employment at a full wage enhances our client's self-esteem and allows them to be more active in their community.
Budget  $994,909.04
Category  Employment, General/Other Vocational Rehabilitation
Population Served People/Families with People of Developmental Disabilities People/Families with of People with Disabilities People/Families with of People with Psychological Disabilities
Program Short-Term Success  Our goal each year is to help 40 clients achieve job placement and 85% job retention for at least 1 year.
Program Long-Term Success  The long term results of this program include increased independence for people with disabilities, wage earners are less reliant on government subsidy programs which saves tax dollars, and employers and community members learn the value of including people with disabilities in all facets of life.
Program Success Monitored By  We collect quarterly data regarding job placements, job retention, time from referral to job placement, and client satisfaction with services via surveys.
Examples of Program Success  Casey has worked at Albertsons grocery store since 2004.  She was recently named "Employee of the Month" for the second time!  Vocational Visions provides regular job coaching to Casey to help her to continue to learn new works skills and contribute to her workplace.

Health Related Services

This unique and individualized program is designed for adults with Intellectual/Developmental disabilities who also have restricted health conditions.  The staff includes 2 full-time nurses and the program goal is to provide day training activity services, capacity for self-care, encourage self-advocacy, and maximize the opportunity for peer interaction and community integration.  New federal regulations will require us to increase community integrated activities for clients in this program.  We will enhance this component of our program while still ensuring that we meet the care needs related to their restricted health condition.  We also offer sensory stimulation, therapeutic activities, and massage therapy to promote skin health, relaxation of contracted limbs in this program. 
Budget  $1,381,765.00
Category  Human Services, General/Other Services for Individuals with Disabilities
Population Served People/Families with People of Developmental Disabilities People/Families with of People with Physical Disabilities People/Families with of People with Disabilities
Program Short-Term Success  The short-term success of the program is measured by the time our clients spend in community integrated learning and recreational activities, time spent in therapeutic activities, and providing our clients with the opportunities to make choices in their daily activities.
Program Long-Term Success  It is difficult to identify the metrics to measure success in this program because each of our clients is their own success story.  Fewer skin breakdowns, choosing their activities, and opportunities to access the community for learning and recreational activities provide our clients with meaningful days and ultimately a more enjoyable life.
Program Success Monitored By  We measure community integration and therapeutic activity participation on a quarterly basis.  Many clients in this program are unable to communicate their satisfaction with services to us via survey.  We survey their family members or care providers for satisfaction information.  Of course when our clients smile or express their joy or unhappiness by sounds or behavior we know to adjust our services.
Examples of Program Success  Alan has diabetes and learning to manage his diet is critically important.  Our staff in the Health Related Services program created a diabetic cooking class for Alan and others with diabetes to learn about nutrition and eating for good health.  Menu planning, shopping, and preparing healthy meals and snacks all takes place with staff assistance and guidance.  

Adult Day Program, Pathways to Employment

Our Adult Day Program, Pathways to Employment is 100% community-based.  Employment preparation, volunteerism, community college classes, and community integrated learning and recreational opportunities are the core activities in this program.  Many of the individuals served in this program demonstrate behavior challenges that create barriers to community access.  Our personalized planning, transportation component, and in some cases 1 to 1 supervision offered to our clients help remove those barriers.l
Budget  $1,732,904.00
Category  Employment, General/Other Job Training & Employment
Population Served People/Families with People of Developmental Disabilities People/Families with of People with Psychological Disabilities People/Families with of People with Physical Disabilities
Program Short-Term Success  Our goal is for 100% of the clients in this program to have employment at a full wage, even if the employment is for as few as 2 hours a week.  
Program Long-Term Success  The long-term success hopes for this program are that our clients will be employed in full wage jobs, enhance the job prospects through college education and coursework, and learning adaptive behaviors that make these goals achievable.
Program Success Monitored By  We collect data on a quarterly basis to measure the number of clients in the program who are employed, their earnings, and we measure client satisfaction with services via survey on an annual basis.
Examples of Program Success  A group of clients in the Adult Day Program, Pathways to Employment, decided that self-employment was their goal.  They own and operate their business "Leash Lovers" which provides a dog walking service to people who are unable to walk their dogs because they are at work or no longer capable of doing so.  These clients manage all facets of their business with support from Vocational Visions staff.

Day Training Activity Center

The DTAC program is partially site-based and partially community-based.  The program offers interesting leisure activities, instruction in daily living skills, and behavior development skills with a focus on maximum community integration.  Vocational Visions provides transportation to and from community sites where learning and recreational activities occur.  
Budget  $1,318,268.00
Category  Human Services, General/Other Transportation Assistance
Population Served People/Families with People of Developmental Disabilities People/Families with of People with Physical Disabilities
Program Short-Term Success  Independently completing living skills activities including self-care, simple meal and snack preparation, and managing behavioral challenges are the daily goals worked on in the program.
Program Long-Term Success  Maximum community integrated activities that are self-directed and that offer the opportunity to regularly engage with non-disabled people is the ultimate goal for program participants.
Program Success Monitored By  We measure outcomes on a quarterly basis including time spent in  community-based learning and recreational activities.  Individual behavior goals are measured and tracked daily.  Client satisfaction is measured via survey on an annual basis.
Examples of Program Success  One of the DTAC program's most creative and enjoyed activities in baking dog treats that are then delivered to local animal shelters.  Our clients shop for the ingredients; prepare the recipe, and then bake the treats.  Clients with severe physical disabilities operate the food processors, mixers, and blenders using an adaptive switch to operate these small appliances.  Clients decorate bags for the treat and then deliver them to local shelters to everyone's delight.  

Emeritus

Our Emeritus Program serves individuals who have chosen not to work as a consequence of age, regression of life-skills, memory loss, or declining productivity.  The program focuses on skill-retention by offering meaningful learning and recreational opportunities at Vocational Visions facility and in the community.
Budget  $968,799.00
Category  Human Services, General/Other Services for Individuals with Disabilities
Population Served People/Families with People of Developmental Disabilities People/Families with of People with Physical Disabilities
Program Short-Term Success  Each client has personalized goals that may include:  retaining capacity for self-care; improving memory; and managing behavioral challenges associated with declining cognitive functioning.  
Program Long-Term Success  Because many clients in the Emeritus program are aging or showing signs of dementia the long-term successes are to facilitate skill-retention and safety.
Program Success Monitored By  We collect quarterly outcome data that measure time spent in  community-based activities and individual goal achievement.  We measure client satisfaction with services via survey on an annual basis.
Examples of Program Success  Jennifer was once in our Health Related Services program due to diabetes.  Our nurses taught Jennifer how to check her blood sugar and self-administer insulin.  This allowed Jennifer to transfer to the less restrictive Emeritus Program where she now enjoys community outings and learning to use Face Book.

Management


CEO/Executive Director Ms. Joan McKinney
CEO Term Start June 2013
CEO Email [email protected]
CEO Experience
Joan McKinney has 39 years of service in programs serving adults with Intellectual/Developmental disabilities.  Her career began with Elwyn California as a direct support staff member in the work activity program.  Ms. McKinney took on roles of increased opportunity leading to accepting the position of Executive Director at Elwyn California in 1992 and served in that position until 2013.   In June of 2013 Ms. McKinney accepted the position of Executive Director at Vocational Visions.  
 
Ms. McKinney has a Bachelor's Degree in Social Work from Salem State University in Salem, MA; and a Master's Degree in Rehabilitation Administration from the University of San Francisco.  Skills include:  financial management, human resources management, strategic planning, fund development, developing partnerships, and program quality management. 

Former CEOs and Terms

Name Start End
Ms. Kathryn Hebel July 1991 June 2013

Senior Staff

Name Title Experience/Biography
Ms. Tracey Bailey Accounting Supervisor --
Ms. Atrem Behmanesh ADP Program Manager --
Mr. Roland Fernandez Senior Manager Employment & Day Programs --
Ms. Mercy Gordon Senior Manager, Licensed Programs/ DTAC & Emeritus Program Manager --
Ms. Venturis Jones Human Resources Manager --
Ms. Sunny Leos HRS Manager --
Ms. Vaieli Parker DTAC Pala Manager --

Awards

Award Awarding Organization Year
Agency of the Year United Way 1998

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
Commission on Accreditation of Rehabilitation Facilities (CARF) - Adult Day Services - 3 year 2016
Commission on Accreditation of Rehabilitation Facilities (CARF) - Employment and Community Services - 3 Year Accreditation 2016

Collaborations

Vocational Visions collaborates with Saddleback College to offer adult education classes at Vocational Visions.

Staff Information

Number of Full Time Staff 215
Number of Part Time Staff 10
Number of Volunteers 90
Number of Contract Staff 0
Staff Retention Rate % 80%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: --
Caucasian: --
Hispanic/Latino: --
Native American/American Indian: --
Other: --
Other (if specified): --
Gender Female: --
Male: --
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan Under Development
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses

Disabled Care/Facilities

CEO Comments

We will be updating our strategic plan between 9/1/17 and 12/31/17 to cover the 2018-2021 three year period.

Foundation Comments

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Governance


Board Chair Dr. Linda Albers
Board Chair Company Affiliation Law Offices of Linda A. Albers
Board Chair Term July 2016 - June 2018
Board Co-Chair Ms. Hillary Hurt
Board Co-Chair Company Affiliation Electron Beam Engineering
Board Co-Chair Term July 2014 -

Board Members

Name Company Affiliations Status
Dr. Linda Albers -- --
Ms. Barbara Boteler -- --
Mr. John Connolly Attorney --
Mr. David Cosgrove Attorney/ Board Secretary --
Mr. Wayne Hunt Community Volunteer --
Ms. Hilary Hurt Vice Chairperson/ Executive at Electron Beam Engineering --
Mr. Edward Kenna Community Volunteer --
Ms. Sheri Lee First Service Residential --
Mr. Howard Neufeld Attorney/ Law --
Ms. Andrea Read Pacifica Foods Voting
Mr. Mark Sorenson Pacifica Foods --
Mr. Dennis Walsh SVUSD/ Board Treasurer --

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 13
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 5
Male: 7
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits 0
Board Meeting Attendance % 70%
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 93%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

The challenge to recruit new board members is an issue.  The Executive Director is working with a coach from SCORE (Southern California Organization of Retired Executives) to work on strategies to expand the board of directors.

Foundation Comments

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Standing Committees

  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Human Resources / Personnel
  • Strategic Planning / Strategic Direction

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year July 01, 2018 to June 30, 2019
Projected Revenue $8,326,516.00
Projected Expenses $8,273,435.00
Form 990s

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

2013 Form 990

Audit Documents

2018 Audit

2016 Audit

2013 audit

2012 audit

2011 audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $7,717,305 $7,652,993 $7,586,219
Total Expenses $8,210,107 $8,125,364 $7,489,262

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$155,725 $143,404 $417,463
Government Contributions $19,808 $27,575 $23,978
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $19,808 $27,575 $23,978
Individual Contributions -- -- --
Indirect Public Support $1,955 $3,562 $5,811
Earned Revenue $7,444,601 $7,292,016 $6,943,538
Investment Income, Net of Losses $3,759 $2,167 $3,289
Membership Dues -- $0 $0
Special Events $82,995 $165,126 $109,820
Revenue In-Kind $8,462 $23,206 $29,336
Other -- $-127,220 $46,407

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $7,374,252 $7,473,009 $6,889,270
Administration Expense $712,875 $516,889 $494,983
Fundraising Expense $122,980 $135,466 $105,009
Payments to Affiliates -- $0 $0
Total Revenue/Total Expenses 0.94 0.94 1.01
Program Expense/Total Expenses 90% 92% 92%
Fundraising Expense/Contributed Revenue 47% 40% 19%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $5,379,405 $5,811,656 $6,229,297
Current Assets $2,455,890 $2,259,585 $2,809,635
Long-Term Liabilities -- $0 $0
Current Liabilities $2,693,812 $2,633,261 $2,578,531
Total Net Assets $2,685,593 $3,178,395 $3,650,766

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 0.91 0.86 1.09

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value --
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? Anticipated In 3 Years
Capital Campaign Purpose Major renovations to our facilities.
Campaign Goal $600,000.00
Capital Campaign Dates July 2018 - June 2020
Capital Campaign Raised-to-Date Amount $0.00
Capital Campaign Anticipated in Next 5 Years? Yes

CEO Comments

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Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.