23/24 Annual Report

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Crafting Success, Building Futures

Our Purpose

To create and support opportunities for individuals with intellectual and/or developmental disabilities in making choices to live, work, and love life in their community with dignity and respect.

Our Vision

Our team creates hope, inspires dreams, and enables our clients to live a life without limits. Options For All: the best place to be.

Our Values

Do the Right Thing

Be honest with yourself and others

Demand the highest ethical behavior of yourself and others

Put People First

Be kind

Work collaboratively

Seek and give feedback

Develop and challenge yourself and each other

Provide efficient and caring service

Keep yourself and your clients safe

Have fun

Foster An Environment of Diversity and Belonging

Embrace diversity in people, ideas, and experiences

Assume positive intent

Be direct and authentic

Meet people where they are

Bring out the best in yourself and others

Take Accountability

Act like an owner

Accept and embrace responsibility

Empower yourself and others

Deliver on commitments

Manage Effectively

Make fact-based decisions

Be disciplined

Strive for great execution

Anticipate and drive change

Communicate openly and honestly

Lead by example

On the Path to Achieving our 10 Year Vision

Fiscal year 23/24 marked the first year of our 10-year strategy and the introduction of our 3 pillars of success: Be a Best Place to Work, Deliver Exceptional Services and Have a Thriving Business Model

As I reflect on the past year, I am filled with pride for the remarkable progress we have made and the unwavering commitment of our exceptional OFA team. We began the year with a collaborative effort to update our Company Values, and as we continue to see our long-term vision through, our journey is guided by these Values, and an essential core principle embedded in our Values: Culture, Culture, Culture.

This principle is not just a slogan, but the essence of our approach. While keeping our clients at the center of everything we do, we embrace an employee-first culture We understand that without our dedicated team, we cannot provide the exceptional services our clients rely on Therefore, we prioritize recruiting, developing, rewarding, and celebrating talent Our numerous recognitions this year – collectively and individually - as an inclusive and welcoming workplace confirms that we are on the right path

With our dedicated and talented team, we continue to deliver exceptional services, and in Fiscal Year 23/24 we made significant strides in growing our employment focused programs We are focused on employment because for adults with disabilities employment remains a significant challenge The unemployment rate for adults with disabilities is nearly double that of non-disabled persons, and many face discrimination This is a reality that we at OFA are determined to change We are committed to being THE employment enabler in California Our goal is to make anyone who can and wants to work, employment ready

To this end we are excited to have been accepted as the first Project SEARCH partner in San Diego County Project SEARCH is a nationwide program that prepares young people with significant disabilities for success in competitive integrated employment In addition, our adult work experience programs have grown beyond San Diego to the Inland Empire, Imperial Valley, and the NorCal Bay Area, reflecting our commitment to broader and more inclusive support. In addition, through generous Access and Equity grants from the Department of Developmental Services (DDS), we are working to break down barriers and increase access to services in the traditionally underserved Hispanic and Latino communities.

In Fiscal Year 23/24 we also kept focused on our third pillar, Have a Thriving Business Model by cutting administrative costs where we could, including relocating to new offices in all our our regions that were more cost effective while also creating efficient and comfortable work environments for our valued staff In paying close attention to our overhead costs, we assure that our resources are focused fully on our clients and our staff

Looking ahead, we are steadfast in our commitment to our 10-Year vision, utilizing our 3 Pillars as a framework for progress and our core values to guide our decisions We will continue to be an employee-first organization, with clients at the heart of our mission

In closing, I want to express my deepest gratitude to our employees, clients and th i families, Board Members, and community partners Your trust and support fuel ou mission and inspire us every day

Together, we are making a difference and building a brighter, more inclusive future for all

Our Year of Achievements

Options For All has achieved remarkable recognition across various areas, demonstrating its dedication to excellence, diversity, and community engagement These honors include awards from the San Diego Business Journal and beyond, reflecting the organization’s leadership, workplace culture, and impact in the nonprofit space.

San Diego Business Journal

CEO of the Year finalist – Brian Zotti

Best Place to Work – OFA

40 Under 40 finalist - Myles Horttor

Veterans of Influence Honoree - Melissa Malone-Montgomery

Mentors of the Year Honoree - Brian Zotti

Black Leaders of Influence Honoree - Brian Nero

Leaders of Influence in Technology Honoree - Nico Petruzzelli

Nonprofit Board Leaders of Influence Honoree - Theresa Carroll

Top Professionals in Behavioral Health Honoree - Miriam Burke

LGBTQ+ Leaders of Influence Honorees - Brian Zotti, Melissa

Malone-Montgomery, Justen Stevens

SD500: San Diego's Most Influential People - Brian Zotti

Nonprofit and Corporate Citizenship Awards Finalist (Large Nonprofit) - Options For All

Volunteer of the Year Winner (Corporate Citizenship) - Frank Whelan

Women of Influence in Finance and Accounting Honoree - Luby Rosochacova

Glassdoor

Top Companies for Diversity and Inclusion

Top Companies for Work/Life Balance

Society of Workforce Planning Professionals

Workforce Manager of the Year Finalist - Brandan Kelly

American Business Awards

Lifetime Achievement Award Winners (Stevie Award) - Cuqui

Cabrales, Lori Menzies

San Andreas Regional Center Awards

ILS DSP of the Year -Hajera Tim

Film and Media DSP of the year- Patrick Scoggins

2024 Best Place to Work

Options For All was recognized as one of the Best Places to Work by the San Diego Business Journal in 2024 This achievement reflects the organization’s ongoing commitment to fostering a positive and inclusive workplace. The recognition is based on several factors, including employee satisfaction, workplace culture,

benefits, and leadership Companies selected for this honor excel in creating supportive environments where employees feel valued and en d O ti F All’ f diversit accolad channe in both

Be a Best Place to Work

We prioritize creating a positive and inclusive work environment for our employees.

Employee Demographics

353 Full and part-time OFA employees

245 Direct Service Providers

Building a Thriving Workplace with a Dedicated Employee Experience

Manager

Options For All took a significant step in fostering a vibrant and inclusive workplace by hiring an Employee Engagement Manager in Fiscal Year 23/24 This new role ensures that employee engagement remains a strategic focus, creating opportunities for staff to connect, feel valued, and contribute meaningfully to the organization’s mission. This past year, lead by Justen, OFA created an Engagement Committee made up of representatives from all programs and regions The Engagement Committee has rolled out a variety of initiatives designed to strengthen team spirit and promote well-being From team-building activities and recognition programs to open forums for feedback, these efforts are helping t lti t iti e, collaborative, and motivated workforce across all departments.

Wellness Wednesday: Promoting Health and Connection

Across the Organization

One of the initiatives introduced by our Employee Experience Manager is Wellness Wednesday, which encourages employees to take a break from their busy routines and prioritize both physical and mental well-being Each Wednesday, staff are invited to participate in activities such as guided meditation sessions, fitness challenges, healthy recipe sharing, and mindfulness practices. These activities provide a much-needed midweek reset, helping employees recharge and maintain focus for the rest of the week Wellness Wednesday has not only contributed to reducing stress but has also improved morale, enhanced productivity, and created a stronger sense of community. Through initiatives like this, Justen is driving OFA’s commitment to employee wellness, ensuring a supportive environment where staff can thrive both personally and professionally

Justen Stevens Employee Experience Manager

Deliver Exceptional Services

We aim to deliver exceptional services to our clients and partners, ensuring that all individuals have access to the resources and support they need to thrive.

Services Offered

COMMUNITY ENGAGEMENT

Community Engagement is designed to foster skill development in vocational, educational, recreational, and social environments Our programs are 100% community based which means we use our local communities as the classroom, with an emphasis on being contributing members of society Our staff work with clients in small groups to explore their interests, find their purpose, develop social skills, and gain a sense of autonomy in a safe environment Operating in the community this allows for natural opportunities to develop independence and safely navigate their surroundings while developing transferrable skills they can build on to transition to more independent programs when they are ready

EMPLOYMENT SERVICES

Employment Services offer a variety of pathways to support individuals with disabilities get to work We offer support that is tailored to unique needs, and work alongside our clients to find the right job that suits their skill level, interests, and goals Our teams build partnerships with employers and community organizations to achieve specific outcomes such as work skills training, short- and long-term internships, supported employment, and direct job placement Once placed in a suitable position, our staff work alongside clients providing on-the-job training to ensure success and long-term stability

ENHANCED BEHAVIORAL SUPPORT

Our Enhanced Behavioral Support program is designed to support individuals who require more focused support due to the impact of their disability Our program is site-based, which fosters a more structured environment for safety, supervision and support but allows for flexibility to navigate the community and explore activities that align with our clients’ interests and goals Our experienced staff work closely with the client, their family and support network to create an individualized program that is best suited to meet their unique needs and supports them in building independence to take the next step.

FILM & MEDIA VOCATIONAL TRAINING PROGRAM

Our Film & Media vocational training programs provides adults with disabilities an entry-level, hands on, working knowledge of film production, multimedia development, and supporting roles, which prepares them for competitive integrated employment in the film and creative arts industries The objective of Film & Media program is to provide a real-world experience for our clients to gain the transferrable skills, through project-based instruction, that will prepare them for internships, gigs, self-employment, and permanent employment after they complete the program

INDEPENDENT LIVING

The Independent Living program supports adults with disabilities who live on their own, or who are in the process of transitioning to living on their own, in developing the knowledge and skills to support themselves in the home and take care of their daily living needs Support staff engage clients with functional curriculum aimed at developing the critical life skills such as safety, hygiene, meal preparation, health and medical management, budgeting, financial management, using public transportation, and selfadvocacy. Services are delivered in the clients home and in community settings and are individualized to unique support needs and goals

TAILORED DAY

The Tailored Day program is an extension of our Community Engagement program and is customized to meet the support needs of clients on a 1:1 basis. The program is designed to support skill development in the areas of education, vocational training, social and recreation activities, and self-expression Support staff work with clients to achieve their personal goals in a variety of environments including classrooms, jobsites, recreational teams, and social clubs.

Company Data and Client Demographics

Geographical Regions Served

San Diego

Inland Empire

Imperial Valley

Northern California (Bay Area)

Counties Served

San Diego

San Bernardino

Riverside

Imperial Valley

Santa Clara

Santa Cruz

Alameda

OFA Enhanced Behavioral Support Facility Location

San Diego

OFA Film and Media Studio Locations

San Jose

San Bernardino

San Diego

Regional Center Partners

San Diego Regional Center (SDRC)

Inland Regional Center (IRC)

San Andreas

1,719 clients served

San

Inland

Age Range of Clients: 18-84

Employer and Volunteer Partners

OFA thanks our valued employer partners who hire our clients or provide valuable work experience opportunities so our clients can become more independent and meet their individual employment goals.

San Diego:

24 Hour Fitness

ACES

Albertsons

AMC Theater

American Cancer Society

Be Utmost

Bonifide

California Scene

Chevron (5 locations)

Clositera Senior Living

Communications Lab ABA

Cox Communications

Crowlwy Car Company

Encina Waste Water

Enterprise Rent A Car

Film Constoriam

Forever 21-Fashion Valley

Grocery Outlet (Nine locations)

Grocery outlet

Hale Productions

Home Depot (Two Locations)

Howard Gardener Elementary

School

IDW Publishing

Kniffting Nursery

La Jolla Playhouse

Legoland, Ca

Marshells-Midway

Marriott-La Jolla

Panera Bread

Planet Fitness

Plant it Again

Quantum Design

Ramona Food and Clothes Closet

San Diego Airport

San Diego Blood Bank

San Diego Pavilion Center

San Diego Padres

San Diego State University

San Diego Zoo

SDGE

Sea World San Diego

Seasme Place

Sheraton

Sharp Hospital - Chula Vista

Smart and Final (Chula Vista)

Smart and Final (Spring Valley)

Sodexo

Sprouts Farmers Market

Stator Bro

Starbucks

Sycuan Casino

Trader Joe's

UCSD Medical Center

Vons

Walmart

Wal Greens

WE BE OB

Winco

World Beats Center

YMCA

El Centro:

Asadero Neighborhood

Best Step Forward

Brownies Diner

The Childrens Place

The City of Calipatria

Clinicas Del Valle

Copy Center and Internet Lounge

Dreams For Change (El Centro)

El Centro Post Acute

El Centro Post acute (duplicate)

El Trio Coffee

Grocert Outlet (Multiple Locations)

Imperial Valley Chamber of Commerce

Imperial Valley Colectivo

Imperial Valley Food Bank

Imperial Valley Small Business

Development Center

Little Ceasers (Multiple Locations)

Little Friends Day Care

Marias Taco Shop

McDonalds

Nanas Kitchen

Nickys Resturant

One World transportation

Pioneer Museum

Prestige Barber shop

Smart and Final

Target

Trinity Behaviorial Health

Valley Vida

Inland Empire:

Amazon

Arrowhead Medical Center

Banning Senior Center

Blacksmith Print Company

Bonifide

Brainy Actz

Cal State San Bernardino

Chevron (4 locations)

Colton Hutton Center

CVS Pharmacy

Family Service Association

Food 4 Less (3)

Gartner Holt Productions

Greater Community Church/Pastor Harry

Habitate for Humanity

Legands/Live Nation

Looks Lashes

Marshells (Temecula)

Martha Greens Eating Room

Pechanga

Redlands Community Hospital

Redlands Thrift Store

Round One Arcade and Bowling

San Bernardino City Mission

San Manuel Casino

Savers

Sprouts Farmers Market

Stator Brothers (2 locations)

Toyota Arena

Vons (2 locations)

Walmart

YMCA (2)

Yucaipa Senior Center

Yucaipa Valley Animal Society

NorCal (Bay Area):

360 Degree Therapy

Access Caregiving (2)

All Creations Day Care

Ascendants Technologies Be Well Investments

Bonifide

Campbell Unified School District

Chevron

Cisco

Equinix

Great America Parkway

Grocery Outlet (2)

Hyatt Silicon Valley

LGRC Recreation Center

Legoland (San Jose)

Luis Pedro Photography

Murabito Hao & Barns LLP

Museum of Art Santa Clara

Popper Jasper Film Festivals

Rubicon

Safeway (Multiple Locations)

San Jose Airport

San Jose Earthquakes

Santa Clara City Library

Silicon Valley Chamber of Commerce

Stage One Creative Studios

TGI Fridays

Trader Joe's

Walgreens

Wells Fargo

Work 2 Futures

YMCA - South San Jose

Thanks to our many volunteer partners OFA’s clients and staffs make a significant impact in the community, volunteering thousands of hours every year.

San Diego:

2 The Rescue Animal Sanctuary

Advantage Healthcare Systems

Air & Space Museum

Allied Gardens Library

Bonita Museum and Cultural Center

Bread of Life Christian Church

Carmel Mountain Recreation Center

Christ Community Church

Church of Good Shepherd Club Walk (Zumba)

Community Christian Service Agency Thrift Store

Dreams for Change

Feeding America

Feeding San Diego

Grandon Village

Highland Baptist Church

Iglesia Our Lady of Guadalupe Church

Lakeside's River Park

Conservancy

Life Choices

Linda Vista Library

Lindo Lake County Park

Living Coast

Living Way Church

Los Penasquitos Ranch House

Mira Mesa Library

Miracle Babies

Mission Valley Library

Montgomery-Waller Community Park

National City Library

Oak Park Branch Library

Our Lady of Mount Carmel

Pacific Point Healthcare Services

PATH

Ramona Senior Center

ReRuns Resale Shoppe

Sabre Springs Park

Salvation Army (2)

San Diego County Library-Bonita

Sunnyside Branch

San Dieguito Heritage Museum

Santee Public Library

Scripps Miramar Ranch Library

Sharia's Closet (2)

Sharp Medical Center (3)

Skyline Hills Branch Library

St. Marks Church

St Pius X Parish

The Animal Pad

The Humane Society

The Refinery (Food Bank) (2)

The Volunteer Site

Victory Resource Center

Voices of the City Choir

NorCal (Bay Area):

Restore Center

Sacred Hearts Community Center

Inland Empire:

Mentone Senior Center & Library

Second Chance Vintage Store

Riverside County Library

Murrieta Senior Center

Have a Thriving Business Model

We aim to achieve financial sustainability while also creating social impact.

How OFA is Breaking Down Barriers in the Hispanic and Latino Communities.

In California, the Hispanic and Latino IDD community is underserved by providers, in large part because of cultural and language barriers that sometime exist between those needing service and the staff available to support them In fiscal year 23/24, supported by a Service Access and Equity grant from the Department of Developmental Services, Director Miriam Burke led a groundbreaking effort at OFA to address these cultural and language barriers by attracting bilingual and bicultural job applicants from the same communities as our underserved clients. To do this Miriam hired an employment “promotora” – Raquel Rubelcava, and a bilingual recruiter –Oscar Zavala The team received training from SDSU’s community organizing team, learning the principles of grassroots engagement They then put their training to work hosting 17 job forums in predominantly Hispanic or Latino communities, and making 780 individual contacts Through these outreach efforts OFA received 352 applications and increased the number of Direct Support Professionals (DSPs) who identify as Hispanic or Latino by more than 7%. OFA also onboarded 101 new clients from the underserved Hispanic or Latino communities. To ensure our Spanish speaking staff are supported, Miriam and her team translated over 150 key internal documents and OFA conducts its New Hire Orientation both in English and in Spanish Miriam and her dedicated team personify one of our most important company values, to foster an environment of diversity and belonging. Not only have their efforts improved access to services for those traditionally underserved in the IDD communities, but we have enriched the organization by increasing the number of bilingual and bicultural employees, and committing to support our diverse employees in both English and Spanish

Options For All Leadership

Luby Rosochacova Corporate Controller

Elizabeth Urquhart Director of Film & Media Programs

Brian Zotti President & Chief Executive Officer
Melissa Malone-Montgomery Myles Horttor Chief Programs Officer
Kristina Larsen Chief People Officer & General Counsel
Franchesca Lacanlale Director of Northern California (Bay Area) Programs
Miriam Burke Director of San Diego Programs
Serena Saints Director of Inland Empire Programs
Brian Nero Director of Employment Programs Chief Operating Officer
Yvonne Lebron Human Resorces Director

Board Members

Theresa Carroll | Board Chair AES
Matthew Creighton HUB International
Lan Lan Chen STC Consulting / 8Clover, Inc.
Kevin Dusi Moss Adams LLP
Dr. Quincey Penn San Diego Zoo Wildlife Alliance
Diane DeRudder LEGOLAND
County of Santa Cruz
Dr. Jeffrey Bonine Health & Science High School & Middle College
Dolores Ordas Altman Specialty Plants, LLC
Ryan Bowcott Comerica
Kathryn Chevalier

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