Annual Report 2022

Annual Report Fiscal Year 2021

Unlimited Possibilities!

Team Options For All (OFA) approached Fiscal Year 2021 in the spirit of base ball great Tommy Lasorda, who said, "the difference between the impossible and the possible lies in one’s determination."

In spite of the demands created by the ongoing COVID-19 pandemic, our team accomplished what many might consider the impossible. Rather than simply maintain the status quo in these uncertain times, we took bold steps to grow and improve service delivery, while also strengthening the enterprise; the stunning results speak for themselves.

At the start of Fiscal Year 2020 OFA served approximately 84% of those eligible for service. Relying on data driven metrics, the leadership team restructured the referral and scheduling processes, and implemented a program-based, rather than geographical, staffing model. This allowed our dedicated service professionals more flexibility to support historically under staffed programs. Entering Fiscal Year 2021 we were able to serve 99%+, and despite the challenges of an unprecedented global pandemic, our dedicated staff maintained this near perfect service delivery rate, allowing us support to an additional 200 families per month.

We delivered over 235,000 hours of distance learning through the peak of the pandemic, and OFA will continue to offer individuals the choice of engaging our services in-person or remotely. Through it all we kept faith with our core operating principle: focusing on the needs of those we serve and the people who support them. We also continued to make our employees a priority. The new program-based service model has created more opportunities for career advancement, not only within OFA but also within the profession as a whole. OFA’s Learning and Development team expanded the on-line training offerings available to staff, significantly improved the performance feedback process, and created a robust leadership development program. We made improve ments to the health benefit offerings, and, for the first time, we lifted the wage of every hourly OFA service pro vider above the minimum wage. It is clear our focus on employee satisfaction is paying off. Whereas in years past the staff turnover rate went as high as 105% per year, in Fiscal Year 2021 it was less than 20%.

OFA continued to strengthen its critical infrastructure as well. We made significant investments in IT, updating our internal servers but also continuing to transition many of our vital operations to cloud-based, secure plat forms. We pushed more technology out to both staff and participants, including providing nearly all employees with a new smart phone. OFA also introduced a new corporate intranet, OFA Hub, to better communicate with staff. These moves allow our staff to work more securely and effectively, as well as to better communicate with program participants and their families.

We’re not just improving things internally, but transforming lives throughout the I/DD community. In addition to no longer supporting employers who pay our participants less than the minimum wage, we worked to pass Sen ate Bill 639 which bans the payment of subminimum wages, as little as $2 per hour, for persons with disabilities. We are proud of the fact that our community will now be guaranteed fair wages. We also launched a partnership with Drexel University to design a new state-of-the art aging program focused on the specific needs of those for whom more traditional programs can no longer serve.

Our efforts have been recognized both here at home and across the nation. We received the Adam Heavner Award for Business of the Year from the Autism Society of America, and were also named the 2020 San Diego Pride Partner of the Year. Once again, we closed the fiscal year with another strong financial performance, creat ing long term fiscal stability for the organization.

We believe in unlimited possibilities, and with you at our side, we can continue to create hope, inspire dreams, and achieve success in the lives of the people we serve. On behalf of Team OFA, thank you for your continued generosity and support.

With sincere gratitude,

Ken Barnes, President & CEO

Mission

We seek to create and support opportunities for adults with intellectual and developmental disabilities (I/DD) in making choices to live, work and enjoy life in their community with dignity and respect.

Purpose

Create Hope. Inspire Dreams. Achieve Success.

Values

Get It Done Well

We accomplish every task to the best of our ability and ask for help when needed.

Better Together

We create trusting relationships in order to work together effectively.

Every Person Matters

We recognize unique abilities, celebrate talents, and appreciate differences.

No Surprises

We do what we say we’re going to do when we say we’re going to do it.

Approach Everything with Optimism

We look for something positive in each day even if some days we have to look a little harder.

Be a Trail Blazer

We don’t fear failure. We fear the absence of progress and lack of innovation.

I wanted to improve on my painting throughout my whole life. I started to learn more how to paint with Shaun.

- Gabby, Community Engagement Participant

Gabby has been a gifted artist since she was a toddler. When she joined OFA's Community Engagement program in 2016, she shared how important painting and drawing were to her Direct Support Profession al (DSP) Shaun, who is also a gifted artist. He constantly encourages Gabby to practice her talents and express herself through her love for art. It was kismet that Gabby got connected with her DSP.

Gabby sought support in her artistry and explored different mediums from sketching to painting. OFA created a team activity in the fall of 2021 to facilitate camaraderie amongst staff and produce new and exciting content for the organization. With a demand for authentic artistry, OFA reached out to Gabby to help lead a body painting activity. With great enthusiasm and the support of Shaun, Gabby put her skills in action and enjoyed the opportunity to lead such an exciting exercise.

Senate Bill 639

OFA knows how important the contributions of I/DD persons are to America's workplace. A "New Deal" federal regulation dating back to 1938 allows employers to compensate employees with disabilities at a rate less than the federal minimum wage. Entering into 2021, in California alone, over 12,000 adults with I/DD earned on average $3.34 per hour as a result.

Senate Bill (SB) 639, authored by California State Senator Maria Elena Durazo and spearheaded in part by OFA's CEO Ken Barnes, bans this practice in California. All businesses in this state will be required to pay their employees the California minimum wage (or more), including those with I/DD. Thanks to these dedicated legislatures and advocates, Governor Gavin Newson signed this bill into law in September of 2021.

100% of OFA consumers in Employment Services earn minimum wage or more.

SB 639 was signed into law on September 27th, 2021.

12,000+ California workers are impacted by subminimum wage employment.

OFA's CEO joined Senator Maria Elena Durazo in the fight to end subminimum wages and pass SB 639.

Effective January 1, 2025, SB 639 makes it illegal to pay an employee with dis abilities less than the legal minimum wage.

Before joining OFA, Randy worked as a marking device manufacturer and was compensated based on productivity rather than time. As a result, he earned as little as $3.20/ hour. Since joining OFA’s Supported Employment Program, he has transitioned into competitive integrated employment.

Randy thrives with individualized support and fair wages. Today, he works in the gardening department of Home Depot four days a week, where he interacts with customers, tends to the plants, stocks inventory, and is respected for the value he brings to the team.

My favorite part about working at Home Depot is helping customers and watering the plants! If there’s no watering to be done, there’s always more to do.

- Randy, Supported Employment Participant

Supported Employment

OFA’s Supported Employment provides adults with I/DD the appropriate, ongoing support necessary for success in the workplace. The unemployment rate of adults with I/DD in the United States is 21%*. OFA’s goal is to make sure each of their consumers that want to work receives employment opportunities and is included in the workplace. OFA hopes that all businesses embrace the values of diversity and inclusivity.

125 employment partners 190 actively employed consumers

40 new job placements in 2021

Launched new Adult Work Services program where adults with I/DD can explore new industries and are compen sated for their employment opportuni ties with OFA as the employer of record

100% of Supported Employment con sumers served throughout the COVID-19 pandemic

*Source: US Department of Labor

Patrick has come a long way from when he started as he was very quiet and reserved, now he`s a lot more comfortable and vocal about his wants and needs.

- Brian Howley, Direct Support Professional

Patrick joined OFA’s Enhanced Behavioral Support (EBS) program in 2016 and continued to make significant progress on his personal goals. One of his goals was to become more involved in his community. Thanks to the support of his direct support professional (DSP), Patrick began volunteering at sites such as the Air and Space Museum, Feeding America, and a variety of local libraries in San Diego.

Now Patrick is transitioning to OFA's Employment Services, where he will exercise his inde pendence even further. Patrick is a fantastic example of how a robust support system can help individuals find belonging in their communities.

Behavioral Support Services

OFA is proud to provide a safe and enriching environment to adults with significant be havioral support needs so they can receive opportunities in the community to meet their personal goals.

OFA's Enhanced Behavioral Support (EBS) program, offered exclusively in San Diego, works one on one with each individual to design a plan toward increasing and enriching group ac tivities in the community. OFA also works with family members and caregivers to support the individual's development plan. Once program consumers achieve more independence, OFA will transition them to another service offering that meets their evolving goals.

Increased adults served from 33 to 43

1,600+ kits of curriculum supply delivered to consumer homes

Consumers reintegrated into their community following the start of the COVID-19 pandemic in 2020

I created my own animations for Cox promos which appeared in stadiums during actual games!

– Eric, OFA Production

Eric joined OFA’s San Diego Film and Media Studio in January of 2017. Fascinated by film and digital media's technical and creative aspects, Eric was fueled to find his calling in this exciting industry. Throughout four semesters of exploration and skill-building, he discovered his talent and interest in post-production and editing.

With the support of his Film and Media Studio instructors, Eric cultivated his technical skills and built a portfolio of projects to pursue employment. After completing his final Film and Media semester, Eric transitioned to OFA’s Employment Services and was offered an intern ship opportunity with Cox Communications.

Eric finished his internship and was shortly offered permanent employment as a long-term contractor. With the flexibility of being a contractor, Eric also works with OFA’s production team, where he continues to experience fulfilling employment in a field that genuinely bene fits from his creativity.

Film and Media

Consumers who enroll in OFA's Film and Media Studios learn skills used in the film industry while exploring their creativity and making new friends as part of a film crew. Consumers study different departments of production and multimedia through classroom instruction and hands-on training with a team of media professionals and industry-grade equipment to maximize their skill acquisition.

After learning various facets of production, consumers can identify and focus their skill-build ing in the area of their interest. Each program semester, consumers apply what they have learned by working on projects from short films and documentaries to corporate videos and more.

150+ film and me dia consumers were served.

90+ film and media job place ments were made in the last fiscal year.

69% of film and media job placements were gradu ates of the Film and Media Studio.

34% of film and media job placements were paid opportunities.

Options For All Productions was the 2020 recipient of the Autism Society's Adam Heavner Business of the Year award.

Becoming a published author made my super hero dream come true. That made me feel so happy and proud. If you want to fulfill your dreams, OFA is the best place to do it!

– Robert, TDS Participant & Published Author

OFA is here to create hope, inspire dreams, and help consumers achieve success. That’s just what they accom plished in 2021 for Tailored Day Services (TDS) participant Robert. When Robert joined in 2016, he had the personal goal of writing his own story. When OFA realized Robert’s passion for building these desired skills, they quickly connected him with Derek Shelton, an OFA DSP and two-time published author.

Not only has Robert been successful in building his skills through 1:1 support, but this year he accomplished a life-long dream of his. In 2019, Robert began the journey of creating his original book series, “Strike Dragon: Last of the Light.” Robert was able to tap into his creativity, making a 40,000-word superhero novel with the support of Derek and his family. In 2021, he was offered an official contract with Page Publishing Inc.

This fiction novel will soon be available worldwide by paperback, e-book, and audiobook. Robert hopes to explore different avenues of this new series, including creating a comic version of his story and adapting it into a film.

Back to In-Person Services

When the COVID-19 pandemic began in 2020, OFA immediately pivoted to provide consumers with remote services. In 2021, with the rollout of the COVID-19 vaccine, OFA implemented a hybrid service delivery model, prioritizing a person-centered approach by allowing consumers to choose their pre ferred service delivery method.

Consumers have the option to participate in services either virtually or in-person. This flexibility allows OFA consumers to adapt to the ebbs and flows during a state of emergency. OFA follows the federal, state, and local protocols for those choosing in-person services, including physical distancing whenev er possible and mandatory face coverings for staff when working with participants.

110+ iPads deployed for con sumers to participate in virtual programming

235,100+ hours of distance learning delivered in 2021 3,400+ activity packs delivered to consumer homes

400 iPhones deployed to OFA staff to provide quality virtual service to consumers

$420,000+ invested in personal protec tive equipment for staff and consumers

Employment & Community Partners

Regions: Greater San Diego Area, Inland Empire, Silicon Valley

• 24 Hour Fitness

• 99 Cents Only Stores

• AMC Theatres

• ACES

• American Cancer Society Discovery Shops

• Arrowhead Regional Medical Center

• Autism Society of America

• Autism Society Inland Empire

• Autism Society San Diego

• Banning Senior Citizens Center

• Berryessa Community Center

• Big 5 Sporting Goods

• Big Al's

• Bonafide

• Bon Appétit

• California Gemstones

• California Scene

• Center for Civic Education

• Center for Individual Development (CID)

• Chili's

• Cloudcast Media

• Colton Hutton Center

• Community Action Part nership

• Computers 2 kids

• Cox Communications

• Cute Cakes

Bakery & Cafe

• De Anza College

• Enterprise Rent-A-Car

• EQ Studios

• Family Service Association

• Film Consortium

San Diego

• Fit Body Boot Camp

• Gonzales Community Center

• Grocery Outlet

• Gyu-Kaku Japanese BBQ

• Habitat for Humanity ReStore

• Helping Hands Pantry Warehouse

• Highland Branch Library

• Highland Family YMCA

• Highland First United Methodist Church

• Highland Palms Healthcare Center

• Hoipolloi Exchange

• Holy Name of Jesus Church

• HomeTown Buffet

• Humane Society of San Bernardino Valley

• IDW Publishing

• iHeartRadio

• Intricate Mind Institute

• James L. Brulte Senior Center

• JCPenney

• Kimberly Crest House & Gardens

• KVCR

• Legoland

• LifeStream Blood Bank

• LightHouse for the Blind and Visually Impaired

• Luque Branch Library

• Lutheran Braille Workers

• Magical Bridge Foundation

• Martha Green's The Eating Room

• Metropolitan Solutions

• Microsoft

• Museum of Photographic Arts

• National Foundation for

Autism Research

• New Leaf Community Markets

• New Seasons Market

• Norman F. Feldheym Public Library

• North Park Library

• Northern Pictures

• Norton Younglove Community Center

• Nourish Inc.

• Our Lady of the Rosary Catholic Church

• Pacific Beads

• Panera Bread

• Paws with a Cause

• Pechanga Resort Casino

• Pizza Hut

• Planet Fitness

• Plant It again

• Radial, Inc.

• Redlands Community Hospital

• Redlands United Church of Christ

• Relish by LifeWorks Restaurant Group

• Rolling Start, Inc.

• Rubicon Deli

• San Bernardino City Mission

• San Diego County Library – Lincoln Acres

• San Diego Gas & Electric (SDGE)

• San Diego International Film Festival

• San Diego Pride

• San Diego State University

• San Diego Zoo Wildlife Alliance

• SD Media Pros

• SeaWorld San Diego

• Set Free Thrift Store

• Sharp Chula Vista

• Sheraton Hotels and Resorts

• Smart & Final

• SourceAmerica

• Sprouts Farmers Market

• St. Catherine of Siena Catholic Church

• Stater Bros. Markets

• Target Corporation

• TGI Friday's

• The Church of Jesus Christ of Latter-day Saints

• The Garcia Center for the Arts

• The Holy Name of Jesus Parish

• The Home Depot

• Norton Younglove Senior Center

• The Redlands Thrift Store

• The Salvation Army Thrift Stores

• The Way World Outreach

• Trader Joe's

• TRI-AD - Benefit Plan Administration

• Uptown Pets

• Vida Life Ministries

• Vons

• Walgreens

• Walmart

• Water of Life Community Church

• Wells Fargo

• Westside Baptist Church

• Yaamava' Resort & Casino

• YMCA of the East Valley

• Yucaipa Senior Center

• Yucaipa Valley Animal Placement Society

Individuals who have completed OFA's Film and Media Program curriculum and wanted to pursue a career in the multimedia industry have jump-started their experience with employment at OFA. After completing a National Disability Awareness video, OFA was awarded the “Adam Heavner Award” in 2020 for the Autism Society of America’s “Business of the Year.” This recognition was due to the quality of work and the integration of adults with I/DD.

You did a phenomenal job and it was a great experience. When discerning to find a film crew to do the Autism Awareness Month video we knew what kind of qual ity we wanted and chose who could do the best job for us

- Christopher Banks, President and CEO of Autism Society of America

The Options For All Collection

Sub-brands distinguish offerings outside of primary services.

OFA is the existing brand targeting main stakehold ers and consumers. This logo represents OFA’s mission and primary services as their parent brand.

Learning For All is a subbrand representing OFA’s knowledge base. This brand is associated with service offerings to their community at large and those who will benefit from their resources.

Options For All Produc tions provides production services for community partners and stakeholders while employing consum ers who have completed OFA’s Film and Media Studio curriculum.

Compassion In Action is an internal sub-brand representing OFA’s program that supports consumers experiencing unexpected hardships or other challenging circum stances. OFA staff can donate and nominate a consumer in need every month.

FINANCIALS

FOR YEAR ENDING JUNE 30, 2021

ASSETS

Current Assets

$9,549,692 Non-current Assets $2,078,960

Total Assets $11,628,652

LIABILITIES

Current Liabilities $1,795,878 Long-term Liabilities (PPP Loan)* $2,401,478

Total Liabilities $4,197,356

NET ASSETS

Unrestricted $7,271,811 With restriction $159,485 Total Net Assets $7,431,296

Total liabilities and net assets $11,628,652

REVENUE & SUPPORT

UNRESTRICTED

Contracts and program revenue $19,430,245 Community Support $813,472 Total Revenues $20,243,717

EXPENSES

Program Services $14,128,024

Supporting Services $3,436,024 Fundraising $242,445 Total Expenses $17,806,493

CHANGE IN NET ASSETS $2,437,224

NET ASSETS, BEGINNING OF YEAR $4,994,114

NET ASSETS, END OF YEAR $7,431,338

*Forgiven in November 2021

FINANCIALS

FOR YEAR ENDED JUNE 30, 2020

ASSETS

Current Assets

$7,383,390

Non-current Assets $1,608,440

Total Assets $8,991,830

LIABILITIES

Current Liabilities $ 1,596,239

Long-term Liabilities (PPP Loan) $2,401,478

Total Liabilities $3,997,717

NET ASSETS

Unrestricted $4,834,628 With restriction $159,485 Total Net Assets $4,994,113

Total liabilities and net assets $8,991,830

REVENUE & SUPPORT

UNRESTRICTED

Contracts and program revenue $18,425,051 Community Support $290,852

Total Revenues $18,715,903

EXPENSES

Program Services $14,572,381

Support Services $2,697,765 Fundraising $194,941

Total Expenses $17,465,087

CHANGE IN NET ASSETS $1,250,816

NET ASSETS, BEGINNING OF YEAR $3,743,297 NET ASSETS, END OF YEAR $4,994,113

Thank You!

Our annual “Bow Ties & Sandals” Gala event, hosted on August 28, 2021, was a huge success thanks to everyone who attended. Enjoy some photos from the event!

Chanel and Brian Stafford

Jennifer, Betty, and Dr. Leonard Kornreich

Lish Omlid, Evan and Amanda Smith, Sara and Theresa Caroll, Dallas Pugh, and Rick Garcia

Floral Arrangements by Dogwood & Fir

Amy and Chris Brown

Angela and Ken Barnes

Franchesca Lacanlale, Brian Nero, Rachel Holiday, Jennifer Thomas, and Tjeerd Brink

Jing and Ryan Bowcott

Board Members

Kathryn Chevalier County of Santa Cruz

Matthew Creighton HUB International

Frank Whelan | Board Chair Health Center Partners of Southern California

Karl Gorman Voya Financial

Chris Brown Savills

Theresa Carroll sPower

Lan Lan Chen STC Consulting / 8Clover, Inc.

Dr. Steven Jones JONES

Michelle Diaz Agha | Vice Chair International Communications Network, Inc.

Options For All Leadership

Brian Zotti Chief Operating Officer

Melissa Malone Montgomery Chief Human Resources Officer

Kristina Larsen Vice President & General Counsel

Myles Horttor Vice President of Programs

John "JC" Peterson Vice President of Media

Bob Beatty Chief Financial Officer

Sherri Kelly Director of Administration

Vincenzo Tarantino Director of Marketing & Communications

Miriam Padilla Burke Director of Programs

Amy Vance Employment Services Director

Franchesca Lacanlale Director of Programs

Annamarie Maricle

Senior Manager of External Affairs

Luby

Roschacova Controller

Yvonne Lebron Human Resources Director

Serena Saints Director of Programs

Ken Barnes President & Chief Executive Officer