OPPORTUNITY ENTERPRISES INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OPPORTUNITY ENTERPRISES INC (EIN 35-1136833)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202401359349301980
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T09:11:24-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351719602 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S CAPITOL AVE SUITE 700 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351136833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPPORTUNITY ENTERPRISES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPPO | BusinessNameControlTxt |
| Phone | 2194649621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 EVANS AVENUE | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK FISHER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2194649621 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | FISHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WADE HILL | PreparerPersonNm |
| PTIN | P02253991 | PTIN |
| Phone | 3172375500 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NEIL SAMAHON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 EVANS AVE | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,315,047 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | OPPENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF OPPORTUNITY ENTERPRISES IS TO CREATE INCLUSIVE AND EQUITABLE OPPORTUNITIES FOR PEOPLE OF ALL ABILITIES. THE AGENCY PROVIDES VOCATIONAL TRAINING, DAY SERVICES, TRANSPORTATION, AND RESIDENTIAL SERVICES TO CLIENTS IN PORTER COUNTY, INDIANA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 490 | TotalEmployeeCnt |
| Total Volunteers | 420 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,170,919 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,029,724 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,079,331 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,261,249 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,508 | PYInvestmentIncomeAmt |
| CY Investment Income | $298,609 | CYInvestmentIncomeAmt |
| PY Other Revenue | $124,010 | PYOtherRevenueAmt |
| CY Other Revenue | $10,221 | CYOtherRevenueAmt |
| PY Total Revenue | $20,382,768 | PYTotalRevenueAmt |
| CY Total Revenue | $26,599,803 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,757,386 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,823,149 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $717,617 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,180,118 | PYOtherExpensesAmt |
| CY Other Expenses | $5,955,961 | CYOtherExpensesAmt |
| PY Total Expenses | $19,937,504 | PYTotalExpensesAmt |
| CY Total Expenses | $22,779,110 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $445,264 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,820,693 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,113,600 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,751,413 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,257,698 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,620,425 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,855,902 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,130,988 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF OPPORTUNITY ENTERPRISES IS TO CREATE INCLUSIVE AND EQUITABLE OPPORTUNITIES FOR PEOPLE OF ALL ABILITIES. THE AGENCY PROVIDES VOCATIONAL TRAINING, DAY SERVICES, TRANSPORTATION, AND RESIDENTIAL SERVICES TO CLIENTS IN PORTER COUNTY, INDIANA. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $10,232,237 | ExpenseAmt |
| Revenue | $10,402,186 | RevenueAmt |
| Desc | OPPORTUNITY ENTERPRISES, INC. PROVIDES A VARIETY OF SERVICES TO INDIVIDUALS IN THEIR RESIDENCE. THE AGENCY CURRENTLY OPERATES SEVEN GROUP HOMES DEDICATED TO SERVING INDIVIDUALS WITH A RANGE OF MILD TO SEVERE AND PROFOUND DEVELOPMENTAL DISABILITIES. THE HOMES PROVIDE A NATURAL, NON- CLINICAL SETTING TO FOSTER A SENSE OF FAMILIAL COMFORT AND STABILITY FOR OUR RESIDENTS. FIVE GROUP HOMES CURRENTLY SUPPORT SIX RESIDENTS, ONE GROUP HOME SUPPORTS SEVEN RESIDENTS, AND ONE GROUP HOME SUPPORTS EIGHT RESIDENTS, TO OPTIMIZE OPPORTUNITIES FOR INDIVIDUAL AND GROUP TRAINING IN AREAS OF DAILY LIVING, LEISURE SKILLS, AND COMMUNITY INTEGRATION, AND ALSO SUPPORTS INDIVIDUALS IN GROUP HOMES WITH ADDITIONAL MEDICAL AND NUTRITIONAL SUPPORT. IN ADDITION, THE AGENCY ALSO HAS A SUPPORTED LIVING PROGRAM, WHICH PROVIDES SUPPORT TO ADULTS WITH DISABILITIES WHO WANT TO LIVE IN THEIR OWN APARTMENT OR HOME. PARTICIPANTS RECEIVE SUPPORT ON AN AS-NEEDED BASIS THROUGH INDIVIDUALIZED PROGRAMS DEVELOPED AND IMPLEMENTED TO SPECIFIC NEEDS. FINALLY, THE AGENCY PROVIDES RESPITE SERVICES, WHICH ARE DESIGNATED BY THE STATE TO BE "RELIEF OF THE PRIMARY CAREGIVER". | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,542,219 | ExpenseAmt |
| Revenue | $4,721,370 | RevenueAmt |
| Desc | OPPORTUNITY ENTERPRISES, INC. PROVIDES MANY JOB PLACEMENT OPTIONS FOR THEIR CLIENTS, BOTH WITHIN THE FACILITY AND WITHIN THE COMMUNITY. JOBSOURCE SPECIALIZES IN HELPING INDIVIDUALS WITH DISABILITIES FIND AND KEEP MEANINGFUL EMPLOYMENT. OUTSOURCE SOLUTIONS, CLEAN TEAM, AND SECURE SHRED ARE DIVISIONS OF OPPORTUNITY ENTERPRISES WHICH PROVIDE SERVICES FOR BUSINESSES WHILE ALSO PROVIDING MEANINGFUL WORK FOR CHALLENGED INDIVIDUALS. AT THE SIMPLY AMAZING MARKET, OPPORTUNITY ENTERPRISES STRIVES TO HELP INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES REACH THEIR FULLEST POTENTIAL BY TEACHING FOOD PRODUCTION AND CUSTOMER SERVICE SKILLS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,042,449 | ExpenseAmt |
| Revenue | $664,210 | RevenueAmt |
| Desc | OPPORTUNITY ENTERPRISES, INC. OFFERS VARIOUS DAY SERVICE OPTIONS FOR CONSUMERS INTERESTED IN A STRUCTURED AND MEANINGFUL DAY. THE AGENCY OFFERS SEVERAL CURRICULUM-BASED DAY HABILITATION PROGRAMS. AT THE AGENCY'S LAKESIDE FACILITY, THE RENEWED HORIZONS PROGRAM SERVICES THE AGING POPULATION. ALSO LOCATED AT THE AGENCY'S LAKESIDE FACILITY, ENRICHING POSSIBILITIES IS A PROGRAM DESIGNED TO FIT THE NEEDS OF INDIVIDUALS WITH MULTIPLE OR SEVERE DISABILITIES IN A GOAL-ORIENTED ENVIRONMENT. DAILY LIVING SKILLS OFFERS A VARIETY OF OPPORTUNITIES TO LEARN VARIOUS DAILY LIFE SKILLS FOR INDIVIDUALS WITH MULTIPLE OR SEVERE DISABILITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,404,971 | ExpenseAmt |
| Revenue | $660,670 | RevenueAmt |
| Desc | OPPORTUNITY ENTERPRISES, INC. PROVIDES CONVENIENT AND ACCESSIBLE TRANSPORTATION SERVICES TO RESIDENTS OF PORTER COUNTY AND SELECT AREAS OF NEIGHBORING COUNTIES. WITHIN DAY PROGRAMMING, OPPORTUNITY ENTERPRISES, INC. PROVIDES A VARIETY OF CURRICULUM WHICH PROVIDE CONSUMERS WITH CREATED AND POSITIVE OUTLETS FOR THEIR INTERESTS AND TALENTS. SOME PROGRAMS INCLUDE ASSISTIVE TECHNOLOGY AND ART ENRICHMENT. ADDITIONALLY, OPPORTUNITY ENTERPRISES, INC. PROVIDES COMMUNITY INTEGRATION FOR OUR CLIENTS TO PARTICIPATE IN COMMUNITY OFFERINGS. OPPORTUNITY ENTERPRISES, INC. PROVIDES A VARIETY OF OTHER SERVICES TO CLIENTS THROUGHOUT NORTHWEST INDIANA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,404,971 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $660,670 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $19,221,876 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 490 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK FISHER | PersonNm |
| Phone | 2194649621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 EVANS AVE | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| NEIL SAMAHON | |||||||
| CEO | 40.00 | Yes (X) | $190,391 | $0 | $6,104 | ||
| DEBORAH CUMMINS | |||||||
| SUPPORTED LI | 102.00 | $129,207 | $0 | $5,160 | Yes (X) | ||
| TYRONE ROBERTS | |||||||
| SUPPORTED LI | 107.00 | $123,592 | $0 | $0 | Yes (X) | ||
| VALERIE THILL | |||||||
| CPO | 40.00 | $108,863 | $0 | $4,344 | Yes (X) | ||
| ANGELA HARRIS | |||||||
| SUPPORTED LI | 90.00 | $105,242 | $0 | $4,175 | Yes (X) | ||
| MARK FISHER | |||||||
| CFO | 40.00 | Yes (X) | $104,276 | $0 | $4,160 | ||
| JODI BARNARD | |||||||
| SR DIRECTOR | 40.00 | $102,464 | $0 | $3,066 | Yes (X) | ||
| NICOLE ALCORN | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JIM ALEX | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RICK AMRHEIN | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CHRIS BEEBE | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BETH CASBON | |||||||
| VICE CHAIRPE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DENISE CONLON | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN FREYEK | |||||||
| CHAIRPERSON | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ROD GAYDA | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ERIN HAWKINS | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SHANNON LEE | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PATRICK LYP | |||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GEORGE PATI | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARC RUIZ | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KATHLEEN SMITH | |||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| STEPHANIE SWEARINGTON | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ANN MARIE WOOLWINE | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $864,035 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $27,009 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $36,853 | FederatedCampaignsAmt |
| Fundraising | $461,783 | FundraisingAmt |
| Government Grants | $2,787,776 | GovernmentGrantsAmt |
| All Other Contributions | $6,743,312 | AllOtherContributionsAmt |
| Noncash Contributions | $26,715 | NoncashContributionsAmt |
| Total Contributions | $10,029,724 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL SERVICES | 623990 | $10,402,186 | $10,402,186 |
| EMPLOYMENT SERVICES | 624100 | $4,721,370 | $4,721,370 |
| DAY SERVICES | 624100 | $664,210 | $664,210 |
| TRANSPORTATION SERVICES | 485000 | $408,554 | $408,554 |
| ENRICHMENT SERVICES | 624100 | $28,731 | $28,731 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,198 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,198 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,261,249 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $267,930 | TotalRevenueColumnAmt |
| Exclusion | $267,930 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $129,241 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $158,745 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$29,504 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$29,504 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$29,504 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $213,071 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $182,392 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $30,679 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,679 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,679 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $66,366 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $461,783 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $212,653 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$146,287 | TotalRevenueColumnAmt |
| Exclusion | -$146,287 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $273,074 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $161,454 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,620 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $111,620 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $74,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,392 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $74,392 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,599,803 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,448,436 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $121,643 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,010 | TotalAmt |
| Management And General | $322,010 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,066,594 | TotalAmt |
| Program Services | $11,481,760 | ProgramServicesAmt |
| Management And General | $1,081,184 | ManagementAndGeneralAmt |
| Fundraising | $503,650 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,383 | TotalAmt |
| Program Services | $184,127 | ProgramServicesAmt |
| Management And General | $30,428 | ManagementAndGeneralAmt |
| Fundraising | $7,828 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,229,215 | TotalAmt |
| Program Services | $1,781,721 | ProgramServicesAmt |
| Management And General | $382,413 | ManagementAndGeneralAmt |
| Fundraising | $65,081 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $982,947 | TotalAmt |
| Program Services | $839,470 | ProgramServicesAmt |
| Management And General | $105,438 | ManagementAndGeneralAmt |
| Fundraising | $38,039 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,931 | TotalAmt |
| Program Services | $1,378 | ProgramServicesAmt |
| Management And General | $13,553 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,464 | TotalAmt |
| Program Services | $34,901 | ProgramServicesAmt |
| Management And General | $129,563 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,481 | TotalAmt |
| Program Services | $2,481 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,698 | TotalAmt |
| Program Services | $135,907 | ProgramServicesAmt |
| Management And General | $247,894 | ManagementAndGeneralAmt |
| Fundraising | $20,897 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,188 | TotalAmt |
| Program Services | $13,818 | ProgramServicesAmt |
| Management And General | $2,325 | ManagementAndGeneralAmt |
| Fundraising | $8,045 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,706 | TotalAmt |
| Program Services | $308,284 | ProgramServicesAmt |
| Management And General | $25,096 | ManagementAndGeneralAmt |
| Fundraising | $38,326 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,348 | TotalAmt |
| Program Services | $71,018 | ProgramServicesAmt |
| Management And General | $243,594 | ManagementAndGeneralAmt |
| Fundraising | $12,736 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,945 | TotalAmt |
| Program Services | $2,945 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,769 | TotalAmt |
| Program Services | $704,873 | ProgramServicesAmt |
| Management And General | $47,856 | ManagementAndGeneralAmt |
| Fundraising | $40 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,136 | TotalAmt |
| Program Services | $759,208 | ProgramServicesAmt |
| Management And General | $27,047 | ManagementAndGeneralAmt |
| Fundraising | $4,881 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,138 | TotalAmt |
| Program Services | $14,543 | ProgramServicesAmt |
| Management And General | $21,205 | ManagementAndGeneralAmt |
| Fundraising | $5,390 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,811 | TotalAmt |
| Program Services | $644,535 | ProgramServicesAmt |
| Management And General | $31,531 | ManagementAndGeneralAmt |
| Fundraising | $745 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PASS-THRU GRANTS | $1,502,613 | $1,502,613 | ||
| PROVIDER ASSESSMENT | $277,448 | $277,448 | ||
| FOOD & BEVERAGE | $204,967 | $191,314 | $11,526 | $2,127 |
| EQUIP/MAINT/LEASE | $127,493 | $83,863 | $42,333 | $1,297 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,825 | TotalAmt |
| Program Services | $185,669 | ProgramServicesAmt |
| Management And General | $74,621 | ManagementAndGeneralAmt |
| Fundraising | $8,535 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,779,110 | TotalAmt |
| Program Services | $19,221,876 | ProgramServicesAmt |
| Management And General | $2,839,617 | ManagementAndGeneralAmt |
| Fundraising | $717,617 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,799,202 | BOYAmt |
| EOY | $2,407,393 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,117,527 | BOYAmt |
| EOY | $1,367,527 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,137,864 | BOYAmt |
| EOY | $1,021,994 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,526,350 | BOYAmt |
| EOY | $3,494,195 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,021 | BOYAmt |
| EOY | $30,667 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575,368 | BOYAmt |
| EOY | $451,655 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,081,520 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,258,646 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,367,233 | BOYAmt |
| EOY | $9,822,874 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,550,035 | BOYAmt |
| EOY | $4,155,108 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,113,600 | BOYAmt |
| EOY | $22,751,413 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,009,793 | BOYAmt |
| EOY | $2,551,008 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,054 | BOYAmt |
| EOY | $152,155 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,544,449 | BOYAmt |
| EOY | $1,403,632 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,402 | BOYAmt |
| EOY | $513,630 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,257,698 | BOYAmt |
| EOY | $4,620,425 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,161,739 | BOYAmt |
| EOY | $16,486,722 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,694,163 | BOYAmt |
| EOY | $1,644,266 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,855,902 | BOYAmt |
| EOY | $18,130,988 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,113,600 | BOYAmt |
| EOY | $22,751,413 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,820,693 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $5,531 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$1,551,138 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,927,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,359,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,671,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,170,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,029,724 | CurrentTaxYearAmt |
| Total | $26,158,992 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,927,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,359,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,671,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,170,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,029,724 | CurrentTaxYearAmt |
| Total | $26,158,992 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,066,398 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,092,594 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $135,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $167,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $397,171 | CurrentTaxYearAmt |
| Total | $992,363 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $190,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,967 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,392 | CurrentTaxYearAmt |
| Total | $436,483 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,587,838 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $72,850,796 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | MISC INCOME 436,483 |
| SUPPLEMENTAL INFORMATION | MISC INCOME 2022 74,392 2021 34,967 2020 113,021 2019 190,422 2018 23,681 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $2,481 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $2,481 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART IV | FormAndLineReferenceDesc |
| Explanation | THE AGENCY IS A MEMBER OF INARF, INC., A TRADE ASSOCIATION. THIS AMOUNT REPRESENTS THE LOBBYING PORTION OF THE MEMBERSHIP DUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,313,516 | BeginningYearBalanceAmt |
| Contributions | $30,000 | ContributionsAmt |
| Investment Earnings Or Losses | $208,640 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$116,245 | OtherExpendituresAmt |
| End Year Balance | $2,435,911 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,845,940 | BeginningYearBalanceAmt |
| Contributions | $12,389 | ContributionsAmt |
| Investment Earnings Or Losses | -$330,870 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$213,943 | OtherExpendituresAmt |
| End Year Balance | $2,313,516 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,054,819 | BeginningYearBalanceAmt |
| Contributions | $29,010 | ContributionsAmt |
| Investment Earnings Or Losses | $762,111 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,845,940 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,127,598 | BeginningYearBalanceAmt |
| Contributions | $81,077 | ContributionsAmt |
| Investment Earnings Or Losses | -$61,923 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$91,933 | OtherExpendituresAmt |
| End Year Balance | $2,054,819 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,035,591 | BeginningYearBalanceAmt |
| Contributions | $63,218 | ContributionsAmt |
| Investment Earnings Or Losses | $28,789 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,127,598 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.77000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.23000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,141,016 | OtherCostOrOtherBasisAmt |
| Book Value | $1,141,016 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,203,672 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,835,476 | DepreciationAmt |
| Book Value | $3,368,196 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $777,414 | OtherCostOrOtherBasisAmt |
| Depreciation | $462,050 | DepreciationAmt |
| Book Value | $315,364 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,959,418 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,961,120 | DepreciationAmt |
| Book Value | $4,998,298 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,822,874 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| FUNDS HELD BY COMMUNITY FOUNDATION | $2,435,911 |
| BOARD DESIGNATED FUNDS | $1,178,348 |
| OPERATING LEASE ROU ASSET | $513,629 |
| ACCRUED INTEREST RECEIVABLE | $27,220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,155,108 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY-LONG TERM | $366,866 |
| OPERATING LEASE LIABILITY-SHORT TERM | $146,762 |
| MISC LIABILITY-CURRENT | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $513,630 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,111,470 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $5,530 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $5,530 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,105,940 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$506,137 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$506,137 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,599,803 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,285,247 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $532,852 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $532,852 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,752,395 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $26,715 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $26,715 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,779,110 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE PRIMARY PURPOSE OF ONE OF THE FUNDS SHALL BE TO PROVIDE SUPPORT TO CHILDREN'S PROGRAMS AT OPPORTUNITY ENTERPRISES, INC. IN THE EVENT CHILDREN'S PROGRAMS ARE NO LONGER OFFERED, THE FUND SHALL PROVIDE SUPPORT TO OPPORTUNITY ENTERPRISES, INC. TO CARRY OUT ITS ROLE AND MISSION AS DESCRIBED BY ITS GOVERNING DOCUMENTS. THE PRIMARY PURPOSE OF THE SECOND FUND IS FOR GENERAL PURPOSES TO CARRY OUT OPPORTUNITY ENTERPRISES, INC.'S MISSION. |
| SCHEDULE D, PAGE 3, PART X | THE AGENCY HAS BEEN GRANTED EXEMPTION FROM TAXATION AS A NON-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. ACCORDINGLY, NO EXPENSE HAS BEEN RECOGNIZED FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | NON-CASH DONATIONS 26,715 COGS -161,454 SPECIAL EVENTS -212,653 RENT EXPENSE -158,745 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | COGS 161,454 RENT EXPENSE 158,745 SPECIAL EVENTS 212,653 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | NON-CASH DONATIONS 26,715 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINTER GALA | Event1Nm |
| Gross Receipts Event1 | $439,723 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $383,799 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $55,924 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $26,715 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $83,552 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $50,186 | OtherDirectExpensesEvent1Amt |
| Event2 | CELEBRATION OF | Event2Nm |
| Gross Receipts Event2 | $50,173 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $43,923 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,250 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $6,136 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $19,364 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $38,253 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $34,061 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $4,192 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $20,476 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,224 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $528,149 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $461,783 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $66,366 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $26,715 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $110,164 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $75,774 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $212,653 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$146,287 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL SAMAHON | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $190,075 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $100 | BonusFilingOrganizationAmount |
| Other Compensation Filing Org | $216 | OtherCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $6,104 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $196,495 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $26,715 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF OPPORTUNITY ENTERPRISES IS TO CREATE INCLUSIVE AND EQUITABLE OPPORTUNITIES FOR PEOPLE OF ALL ABILITIES. THE AGENCY PROVIDES VOCATIONAL TRAINING, DAY SERVICES, TRANSPORTATION, AND RESIDENTIAL SERVICES TO CLIENTS IN PORTER COUNTY, INDIANA. |
| FORM 990, PAGE 2, PART III, LINE 4A | OPPORTUNITY ENTERPRISES, INC. PROVIDES A VARIETY OF SERVICES TO INDIVIDUALS IN THEIR RESIDENCE. THE AGENCY CURRENTLY OPERATES SEVEN GROUP HOMES DEDICATED TO SERVING INDIVIDUALS WITH A RANGE OF MILD TO SEVERE AND PROFOUND DEVELOPMENTAL DISABILITIES. THE HOMES PROVIDE A NATURAL, NON- CLINICAL SETTING TO FOSTER A SENSE OF FAMILIAL COMFORT AND STABILITY FOR OUR RESIDENTS. FIVE GROUP HOMES CURRENTLY SUPPORT SIX RESIDENTS, ONE GROUP HOME SUPPORTS SEVEN RESIDENTS, AND ONE GROUP HOME SUPPORTS EIGHT RESIDENTS, TO OPTIMIZE OPPORTUNITIES FOR INDIVIDUAL AND GROUP TRAINING IN AREAS OF DAILY LIVING, LEISURE SKILLS, AND COMMUNITY INTEGRATION, AND ALSO SUPPORTS INDIVIDUALS IN GROUP HOMES WITH ADDITIONAL MEDICAL AND NUTRITIONAL SUPPORT. IN ADDITION, THE AGENCY ALSO HAS A SUPPORTED LIVING PROGRAM, WHICH PROVIDES SUPPORT TO ADULTS WITH DISABILITIES WHO WANT TO LIVE IN THEIR OWN APARTMENT OR HOME. PARTICIPANTS RECEIVE SUPPORT ON AN AS-NEEDED BASIS THROUGH INDIVIDUALIZED PROGRAMS DEVELOPED AND IMPLEMENTED TO SPECIFIC NEEDS. FINALLY, THE AGENCY PROVIDES RESPITE SERVICES, WHICH ARE DESIGNATED BY THE STATE TO BE "RELIEF OF THE PRIMARY CAREGIVER". |
| FORM 990, PAGE 2, PART III, LINE 4D | OPPORTUNITY ENTERPRISES, INC. PROVIDES CONVENIENT AND ACCESSIBLE TRANSPORTATION SERVICES TO RESIDENTS OF PORTER COUNTY AND SELECT AREAS OF NEIGHBORING COUNTIES. WITHIN DAY PROGRAMMING, OPPORTUNITY ENTERPRISES, INC. PROVIDES A VARIETY OF CURRICULUM WHICH PROVIDE CONSUMERS WITH CREATED AND POSITIVE OUTLETS FOR THEIR INTERESTS AND TALENTS. SOME PROGRAMS INCLUDE ASSISTIVE TECHNOLOGY AND ART ENRICHMENT. ADDITIONALLY, OPPORTUNITY ENTERPRISES, INC. PROVIDES COMMUNITY INTEGRATION FOR OUR CLIENTS TO PARTICIPATE IN COMMUNITY OFFERINGS. OPPORTUNITY ENTERPRISES, INC. PROVIDES A VARIETY OF OTHER SERVICES TO CLIENTS THROUGHOUT NORTHWEST INDIANA. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT COPY IS REVIEWED IN DEPTH BY THE CFO AND THE BOARD FINANCE COMMITTEE. ONCE IT IS APPROVED AT THAT LEVEL IT IS TAKEN TO THE FULL BOARD FOR A VOTE. ALL BOARD MEMBERS HAVE A CHANCE TO REVIEW AND COMMENT ON THE FORM 990 PRIOR TO VOTING AND FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUALLY, BOARD MEMBERS ARE REQUIRED TO SIGN AND DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THE FORMS ARE REVIEWED BY THE CEO AND CFO, AND ANNUAL COMPLIANCE IS MONITORED BY THE EXECUTIVE ASSISTANT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE CEO SALARY IS DETERMINED BY AND APPROVED BY THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE CEO SALARY IS DETERMINED BY AND APPROVED BY THE BOARD OF DIRECTORS. THE CFO AND OTHER KEY EMPLOYEES' SALARIES ARE DETERMINED BY THE CEO. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FORM 990 IS POSTED ON GUIDESTAR. AS NOTED ON THE AGENCY'S WEBSITE, FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | RESTRICTED CONTRIBUTIONS 501,906 ENDOWMENT FUND ACTIVITY 120,129 NET ASSETS RELEASED FROM DONOR RESTRICTION -2,173,173 TOTAL -1,551,138 |