LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED INC (EIN 31-0894923)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202433169349300033
- Schema version
- 2023v5.1
- 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 D
- Schedule G
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T08:46:50-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310894923 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Living Arrangements for the | BusinessNameLine1Txt |
| Business Name Line2 | Developmentally Disabled Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIVI | BusinessNameControlTxt |
| Phone | 5138615233 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3603 Victory Parkway | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452292007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan Brownknight | PersonNm |
| Person Title | Chief Executive Officer | PersonTitleTxt |
| Phone | 5138615233 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LADD Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Susan Brownknight | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3603 Victory Parkway | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452292007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,361,861 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.laddinc.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | To support adults with developmental disabilities to lead a fuller life through education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 229 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,450,745 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,224,222 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $865,358 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $957,617 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,262,511 | PYInvestmentIncomeAmt |
| CY Investment Income | $753,025 | CYInvestmentIncomeAmt |
| PY Other Revenue | $58,845 | PYOtherRevenueAmt |
| CY Other Revenue | $157,281 | CYOtherRevenueAmt |
| PY Total Revenue | $12,637,459 | PYTotalRevenueAmt |
| CY Total Revenue | $12,092,145 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,214,404 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,662,977 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $400,034 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,748,691 | PYOtherExpensesAmt |
| CY Other Expenses | $5,350,589 | CYOtherExpensesAmt |
| PY Total Expenses | $10,963,095 | PYTotalExpensesAmt |
| CY Total Expenses | $12,013,566 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,674,364 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $78,579 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,017,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,332,463 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,722,346 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,835,668 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,295,425 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,496,795 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To support adults with developmental disabilities to lead a fuller life through education. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,104,533 | ExpenseAmt |
| Desc | Find-A-Way and Margaret B. Geier Apartment Communities: Located in Oakley and Kennedy Heights, respectively, each building has 39 individual units (78 total), many of which are fully accessible. The communities are subsidized and designed for independent living with onsite management and supports. LADD served a total of 81 individuals in FY 2023.Community Supported Living: LADD provides community supports for adults with developmental disabilities in their own home. These supports offer those served opportunities to learn and strengthen independent living skills, including how to access different services in the community. LADD served a total of 26 individuals in FY 2023.HLADD (Shared Living & Respite Services): Provides residential settings that support adults with developmental disabilities to reach his/her goals by living with a family/person in a typical home environment. All providers are certified to offer services through the Ohio Department of Developmental Disabilities. Respite services are provided for planned or emergency temporary care and support; these services occur in a shared-living provider's home to provide a short-term break to primary caregivers. LADD served a total of 63 individuals in FY 2023.SOAR (Services for the Ownership and Acquisition of Residences): Helps adults with developmental disabilities find a place to live and navigate the Housing Choice Voucher program (a federal housing program that assists low-income individuals and families afford housing in the private market). As the preferred community partner for adults with developmental disabilities with Cincinnati Metropolitan Housing Authority, SOAR provides: (1) streamlined housing choice voucher process for new applicants, (2) support to maintain participation in housing choice voucher, (3)facilitation of the annual recertification process, (4) client-landlord mediation and (5) support to ensure housing voucher program compliance. LADD served a total of 355 individuals in FY 2023.Senior Living at Victory Parkway: Adults with developmental disabilities are living longer, healthier, more meaningful lives; yet, traditional nursing facilities lack staff trained in the needs of people with intellectual and developmental disabilities. Senior Living at Victory Parkway offers support for dementia and memory care, health and wellness services, nursing services as well as modified services and living environments to meet aging needs for people 55 and older. LADD served a total of 11 individuals in FY 2023.Smart Homes: homes are staffed with in-person support and remote support powered by Smart Living Systems. Homes are state-of-the-art technology enabled homes, in walkable neighborhoods, close to bus stops and sidewalks that lead to places where people can shop and work. These homes are in clusters of three or more within a five-minute drive for in-person staff. The level and type of staffingremote and/or in-person--for each house is determined by Individual Service Plans (ISP) developed for each person that addresses support needs and ensure their health and safety while living in the community. LADD served a total of 23 individuals in FY 2023.Remote Supports: powered by LADD's proprietary and award-winning Smart Living Systems. We utilize customized smart home technology as well as wearable devices to create customized, predictive supports that help people with developmental disabilities live more independent lives. Remote supports are designed to be predictive, rather than reactive, and is staffed locally by LADD. LADD served a total of 39 individuals in FY 2023. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $109,631 | ExpenseAmt |
| Revenue | $338,328 | RevenueAmt |
| Desc | Supported Employment: LADD partners with individuals on job placement, training and follow-along coaching. LADD also provides employer resources and educates potential empowers about the benefits of hiring people with DD, including increased retention rates and reduced training costs. LADD served a total of 67 individuals in FY 2023. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,061,599 | ExpenseAmt |
| Revenue | $433,462 | RevenueAmt |
| Desc | Community Connections: Reduce isolation while building social confidence and physical stamina. We provide opportunities for participants to learn and strengthen life and communication skills, build confidence through decision making, and explore their own likes and dislikes. Experiences range from adventure trips to volunteering to cooking classes. Program runs 7days/week with small groups of 4-5 people. LADD served a total of 71 individuals in FY 2023.Health & Wellness: Health and wellness is one of LADD's six values. We believe that feeling good is critical to fulfilling one's potential. Program provides people we serve a multitude of exclusive options to live an active, healthy lifestyle. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $527,571 | ExpenseAmt |
| Revenue | $185,827 | RevenueAmt |
| Desc | Smart Living Systems by LADD: A first-of-its-kind in the nation to combine smart home technologies, virtual support systems and wearables to further independence and improve affordability. LADD's award-winning and proprietary has proven to increase independence for adults with developmental disabilities while utilizing a leaner, more effective staffing model. Since2020, staffing needs have decreased by 65 percent, while increasing independence for those utilizing Smart Living Systems. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $527,571 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $185,827 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,803,334 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 3 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 229 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David E Wolfzorn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5134873913 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3603 Victory Parkway | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45229 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| Kim Vincent | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Weber | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen Arar MD | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jack Geiger | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Erika Watson | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robb Stein - Exit 423 | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Shelly Goering | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Andrew J R Brennan | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jane Gerhardt | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan Harris - Exit 923 | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Patrick Mathews CPA | |||||||
| Board Director - Exit 4/23 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Emily Geier Vollmer | |||||||
| Secretary | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Christy McCarthy | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Will Goering | |||||||
| Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Robert S Heidt III | |||||||
| Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Kush Kotecha | |||||||
| Board Chair | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Mark Clippinger - Exit 423 | |||||||
| Asst. Treasurer | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Maggie Palazzolo | |||||||
| Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Robert M Zimmerman - Exit 423 | |||||||
| Board Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Michael Head | |||||||
| Treasurer | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Aaron Haslam | |||||||
| President | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| David Zimmerman | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Wendell Anderson - Start 423 | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Bullock - Start 423 | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Chris Lidel - Start 1023 | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter Niehoff - Start 423 | |||||||
| Board Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David Wolfzorn | |||||||
| Chief Financial Officer | 45.00 | $123,228 | $0 | $1,792 | Yes (X) | 1.00 | |
| Susan Brownknight | |||||||
| Chief Executive Officer | 45.00 | $143,494 | $0 | $12,987 | Yes (X) | 1.00 | |
| Brian Hart | |||||||
| CEO - Smart Living Systems | 45.00 | $114,377 | $0 | $22,316 | Yes (X) | 1.00 | |
| Carolyn Reynolds | |||||||
| Chief Operating Officer | 45.00 | $96,339 | $0 | $16,135 | Yes (X) | ||
| Molly Lyons | |||||||
| Chief Development Officer | 45.00 | $88,502 | $0 | $12,767 | Yes (X) | ||
| Amir Kenyatta | |||||||
| Chief People Officer | 45.00 | $94,064 | $0 | $7,466 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $660,004 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $73,463 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LotusShark | |||||
| 3 Sanctuary Court | Edgewood | KY | 41017 | Production Services | $153,272 |
| Cinnova Technologies LLC | |||||
| 7351 Ridgestone Drive | Cincinnati | OH | 45243 | Software Development | $136,615 |
| Taft Stettinius & Hollister LLP | |||||
| 425 Walnut Street Suite 1800 | Cincinnati | OH | 45202 | Legal Services | $125,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $7,896,844 | GovernmentGrantsAmt |
| All Other Contributions | $2,327,378 | AllOtherContributionsAmt |
| Noncash Contributions | $1,160 | NoncashContributionsAmt |
| Total Contributions | $10,224,222 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Victory Parkway | 623990 | $433,462 | $433,462 |
| Community Supported Living | 623990 | $338,328 | $338,328 |
| Other Program Revenue | 623990 | $185,827 | $185,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $957,617 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $258,061 | TotalRevenueColumnAmt |
| Exclusion | $258,061 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $609,789 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $114,825 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $494,964 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $494,964 | TotalRevenueColumnAmt |
| Exclusion | $494,964 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,595 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $8,375 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,780 | TotalRevenueColumnAmt |
| Exclusion | -$4,780 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $223,200 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $146,516 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,684 | TotalRevenueColumnAmt |
| Exclusion | $76,684 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Insurance Reimbursement | 900099 | $79,986 | $79,986 |
| Miscellaneous Income | 900099 | $5,391 | $5,391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $85,377 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,092,145 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $957,617 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $910,306 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733,467 | TotalAmt |
| Program Services | $281,727 | ProgramServicesAmt |
| Management And General | $336,470 | ManagementAndGeneralAmt |
| Fundraising | $115,270 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,050,114 | TotalAmt |
| Program Services | $4,378,049 | ProgramServicesAmt |
| Management And General | $518,894 | ManagementAndGeneralAmt |
| Fundraising | $153,171 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,382 | TotalAmt |
| Program Services | $346,320 | ProgramServicesAmt |
| Management And General | $56,215 | ManagementAndGeneralAmt |
| Fundraising | $24,847 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,014 | TotalAmt |
| Program Services | $368,515 | ProgramServicesAmt |
| Management And General | $65,053 | ManagementAndGeneralAmt |
| Fundraising | $18,446 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,200 | TotalAmt |
| Management And General | $66,200 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,708 | TotalAmt |
| Management And General | $36,708 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $988,886 | TotalAmt |
| Program Services | $436,765 | ProgramServicesAmt |
| Management And General | $520,934 | ManagementAndGeneralAmt |
| Fundraising | $31,187 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,753 | TotalAmt |
| Program Services | $160,871 | ProgramServicesAmt |
| Management And General | $56,464 | ManagementAndGeneralAmt |
| Fundraising | $12,418 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,123 | TotalAmt |
| Program Services | $92,435 | ProgramServicesAmt |
| Management And General | $10,929 | ManagementAndGeneralAmt |
| Fundraising | $10,759 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,150 | TotalAmt |
| Program Services | $246,097 | ProgramServicesAmt |
| Management And General | $65,816 | ManagementAndGeneralAmt |
| Fundraising | $13,237 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,819 | TotalAmt |
| Program Services | $366,219 | ProgramServicesAmt |
| Management And General | $3,419 | ManagementAndGeneralAmt |
| Fundraising | $6,181 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,796 | TotalAmt |
| Program Services | $176,677 | ProgramServicesAmt |
| Management And General | $12,623 | ManagementAndGeneralAmt |
| Fundraising | $2,496 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,224 | TotalAmt |
| Program Services | $29,689 | ProgramServicesAmt |
| Management And General | $2,571 | ManagementAndGeneralAmt |
| Fundraising | $964 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,884 | TotalAmt |
| Program Services | $319,155 | ProgramServicesAmt |
| Management And General | $7,269 | ManagementAndGeneralAmt |
| Fundraising | $460 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,559 | TotalAmt |
| Program Services | $109,967 | ProgramServicesAmt |
| Management And General | $9,885 | ManagementAndGeneralAmt |
| Fundraising | $3,707 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Foster Care Providers | $1,967,459 | $1,967,459 | ||
| Bad Debts Expense | $206,684 | $204,087 | $2,597 | |
| Utilities | $175,331 | $163,214 | $2,853 | $9,264 |
| Repairs and Maintenance | $99,166 | $93,682 | $1,018 | $4,466 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,847 | TotalAmt |
| Program Services | $62,406 | ProgramServicesAmt |
| Management And General | $27,018 | ManagementAndGeneralAmt |
| Fundraising | $423 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,013,566 | TotalAmt |
| Program Services | $9,803,334 | ProgramServicesAmt |
| Management And General | $1,810,198 | ManagementAndGeneralAmt |
| Fundraising | $400,034 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,919 | BOYAmt |
| EOY | $10,920 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,771,860 | BOYAmt |
| EOY | $801,169 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $904,139 | BOYAmt |
| EOY | $624,173 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,071,323 | BOYAmt |
| EOY | $1,730,545 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,705 | BOYAmt |
| EOY | $189,062 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,351,446 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,819,774 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,972,673 | BOYAmt |
| EOY | $7,531,672 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,499,147 | BOYAmt |
| EOY | $8,763,402 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,624,005 | BOYAmt |
| EOY | $681,520 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,017,771 | BOYAmt |
| EOY | $20,332,463 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,621,312 | BOYAmt |
| EOY | $1,010,890 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $750,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,034 | BOYAmt |
| EOY | $74,778 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,722,346 | BOYAmt |
| EOY | $1,835,668 | 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 | $14,107,794 | BOYAmt |
| EOY | $15,368,637 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,187,631 | BOYAmt |
| EOY | $3,128,158 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,295,425 | BOYAmt |
| EOY | $18,496,795 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,017,771 | BOYAmt |
| EOY | $20,332,463 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $78,579 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $118,465 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,326 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $8,360,220 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,036,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,703,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,450,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,224,222 | CurrentTaxYearAmt |
| Total | $49,775,518 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,360,220 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,036,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,703,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,450,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,224,222 | CurrentTaxYearAmt |
| Total | $49,775,518 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $49,775,518 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $181,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $169,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $183,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $208,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $258,061 | CurrentTaxYearAmt |
| Total | $1,001,276 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,840 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $441,943 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,762 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,003 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,377 | CurrentTaxYearAmt |
| Total | $620,925 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $51,397,719 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,137,385 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Other income - 2019 Amount: $ 78,840. 2020 Amount: $ 441,943. 2021 Amount: $ 7,762. 2022 Amount: $ 7,003. 2023 Amount: $ 85,377. | ExplanationTxt |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,174,640 | BeginningYearBalanceAmt |
| Contributions | $21,359 | ContributionsAmt |
| Investment Earnings Or Losses | $835,798 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $493,515 | OtherExpendituresAmt |
| Administrative Expenses | $35,311 | AdministrativeExpensesAmt |
| End Year Balance | $8,502,971 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,323,320 | BeginningYearBalanceAmt |
| Contributions | $10,141 | ContributionsAmt |
| Investment Earnings Or Losses | -$808,498 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $313,185 | OtherExpendituresAmt |
| Administrative Expenses | $37,138 | AdministrativeExpensesAmt |
| End Year Balance | $8,174,640 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,051,759 | BeginningYearBalanceAmt |
| Contributions | $126,810 | ContributionsAmt |
| Investment Earnings Or Losses | $1,507,699 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $318,102 | OtherExpendituresAmt |
| Administrative Expenses | $44,841 | AdministrativeExpensesAmt |
| End Year Balance | $9,323,325 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,998,411 | BeginningYearBalanceAmt |
| Contributions | $115,103 | ContributionsAmt |
| Investment Earnings Or Losses | $1,126,808 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $148,400 | OtherExpendituresAmt |
| Administrative Expenses | $40,163 | AdministrativeExpensesAmt |
| End Year Balance | $8,051,759 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,868,911 | BeginningYearBalanceAmt |
| Contributions | $557 | ContributionsAmt |
| Investment Earnings Or Losses | $1,452,032 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $282,005 | OtherExpendituresAmt |
| Administrative Expenses | $41,084 | AdministrativeExpensesAmt |
| End Year Balance | $6,998,411 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.83000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $576,913 | OtherCostOrOtherBasisAmt |
| Book Value | $576,913 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,677,296 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,141,028 | DepreciationAmt |
| Book Value | $6,536,268 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,097,237 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,678,746 | DepreciationAmt |
| Book Value | $418,491 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,531,672 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease Liability | Desc |
| Amt | $74,778 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $74,778 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,424,654 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $118,465 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $94,831 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $155,921 | OtherRevenueAmt |
| Revenue Not Reported | $369,217 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,055,437 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $36,708 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $36,708 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,092,145 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,236,271 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $94,831 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $164,582 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $259,413 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,976,858 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $36,708 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $36,708 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,013,566 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Investment income will be used to fund the operating budget for expanding programing. |
| Part X, Line 2: | The Organization is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, the Organization is subject to federal income tax on any unrelated business income. The Organization's IRS Form 990 is subject to review and examination by federal and state authorities. The Organization believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statements. |
| Part XI, Line 2d - Other Adjustments: | Change in fair value of cash surrender value 1,030. Special event expense 154,891. |
| Part XII, Line 2d - Other Adjustments: | Special event expense 154,891. Academy expenses 9,691. |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $223,200 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $98,324 | CashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $48,192 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $223,200 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $98,324 | CashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $48,192 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $146,516 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $76,684 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | OH | StatesWhereGamingConductedCd |
| Licensed | 0 | LicensedInd |
| Explanation If No | A gaming license is not required for raffles by the State of Ohio for exempt organizations. | ExplanationIfNoTxt |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Individual With Books | Molly Lyons | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3603 Victory Parkway | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | Molly Lyons | GamingManagerPersonNm |
| Gaming Manager Compensation | $5,000 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | Develop, implement and monitor short and long-term fundraising strategy and goals. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan Brownknight | PersonNm |
| Title | Chief Executive Officer | TitleTxt |
| Base Compensation Filing Org | $143,494 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $12,987 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $156,481 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Government Strategies Group LLC | |||
| President-Spouse is a Board Member | $42,000 | Advisory and Consultant Services | 0 |
| Taft Stettinius & Hollister LLP | |||
| Partner-Board Member | $115,158 | Legal Services | 0 |
| Maggie Palazzolo | |||
| Owner-Board Member | $3,075 | Facilitation | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The 990 is available to be reviewed by the LADD Board of Directors at a secure designated website. Hard copies are available upon request. |
| Form 990, Part VI, Section B, line 12c | Board members sign the conflict of interest policy annually. The Conflict of Interest Policy implementation is monitored by the Governance Committee annually. |
| Form 990, Part VI, Section B, line 15 | Pay ranges are determined through data supplied by the most current local and national benefit surveys. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements are available upon request. |
| Form 990, Part XI, line 9: | Change in fair value of cash surrender value 1,030. Others changes in net assets 3,296. |
| Form 990, Part XII, Line 2c: | The LADD Treasurer assumes the responsibility for the oversight of the audit committee as stated in policy. The Audit Committee is charged with identifying an independent auditor. The independent auditor reports to the LADD Audit Committee which is independent of the Board of Directors. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Home Living Arrangements for the Developmentally Disabled LLC | |||||||||
| 3603 Victory Parkway | Cincinnati | OH | 45229 | 452825306 | Housing and care for disabled | OH | $2,566,803 | $3,589,637 | LADD Inc |
| LADD RFF National LLC | |||||||||
| 3603 Victory Parkway | Cincinnati | OH | 45229 | 475662232 | National Film Festival For Disabled | OH | $371,212 | $416,186 | LADD Inc |
| 3603 Developers LLC | |||||||||
| 3603 Victory Parkway | Cincinnati | OH | 45229 | 822199821 | Property Management | OH | $0 | $1,374,038 | LADD Inc |
| Edwards House LLC | |||||||||
| 3603 Victory Parkway | Cincinnati | OH | 45229 | 611856283 | Property Holding | OH | $0 | $0 | 3603 Developers LLC |
| Stonegate House LLC | |||||||||
| 3603 Victory Parkway | Cincinnati | OH | 45229 | 611907618 | Property Holding | OH | $0 | $595,647 | 3603 Developers LLC |
| ZigZag House LLC | |||||||||
| 3603 Victory Parkway | Cincinnati | OH | 45229 | 611931001 | Property Holding | OH | $0 | $0 | 3603 Developers LLC |
| Cooper House LLC | |||||||||
| 3603 Victory Parkway | Cincinnati | OH | 45229 | 301201874 | Property Holding | OH | $0 | $0 | 3603 Developers LLC |
| Smart Living Systems LLC | |||||||||
| 3603 Victory Parkway | Cincinnati | OH | 45229 | 932807724 | Remote Monitoring Technology | OH | $0 | $0 | LADD Inc |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Find-A-Way Inc | ||||||||||
| 3603 Victory Parkway | Cincinnati | OH | 45229 | 311040475 | Housing & care for disabled | OH | 501(c)(3) | Line 10 | LADD Inc | 0 |
| Find-A-Way II Community Urban Redevelopment Corporation | ||||||||||
| 3603 Victory Parkway | Cincinnati | OH | 45229 | 311207764 | Housing & care for disabled | OH | 501(c)(3) | Line 10 | LADD Inc | 0 |
| Academy for Direct Support Professionals | ||||||||||
| 3603 Victory Parkway | Cincinnati | OH | 45229 | 261957961 | Training and Education for DSP | OH | 501(c)(3) | Line 10 | LADD Inc | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fort Washington Flexible Income LLC | |||||||||||
| 303 Broadway Suite 1200 | Cincinnati | OH | 45202 | 842717266 | Investment partnership | OH | $8,235 | $536,888 | 0 | 0 | 0.00150 |
| Fort Washington Full Discretion Fixed Income LLC | |||||||||||
| 303 Broadway Suite 1200 | Cincinnati | OH | 45202 | 450571051 | Investment partnership | OH | $6,607 | $523,218 | 0 | 0 | 0.00050 |
| Shiftability LLC | |||||||||||
| PO Box 21922 | Cincinnati | OH | 45229 | 922107257 | Consulting Services | OH | $14,644 | 0 | 0 | 0.00010 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Find-A-Way Inc | ||
| C | $50,000 | FMV |
| Find-A-Way II Inc | ||
| C | $50,000 | FMV |
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