2021-05-04T20:57:38-05:00 2020-06-30 941250261 LINDQUIST VON HUSEN & JOYCE LLP 301 HOWARD STREET SUITE 850 SAN FRANCISCO CA 94105 990 2019-07-01 946050196 LIFEHOUSE INC LIFE 4155265300 18 PROFESSIONAL CENTER PARKWAY SAN RAFAEL CA 94903 NANCY DOW MOODY PRESIDENT/CEO 4155265300 2021-05-04 1 ALEXIS H WONG P00604756 4159579999 2019 2022-09-23 18:48:47Z X NANCY DOW MOODY 18 PROFESSIONAL CENTER PARKWAY SAN RAFAEL CA 94903 25645715 0 X WWW.LIFEHOUSEAGENCY.ORG X 1957 CA RESIDENTIAL FACILITIES, TRAINING AND GENERAL SUPPORT FOR PEOPLE WITH DEVELOPMENTAL DISABILITES. 14 13 479 130 2356 1356 1708411 2340952 18031466 22926160 38521 49934 1717 67634 19780115 25384680 0 0 0 0 17260222 22721392 30000 0 773073 1453634 1765928 18743856 24487320 1036259 897360 7802483 11626287 3012557 5812146 4789926 5814141 X TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES IN OUR COMMUNITY BY PROVIDING A LIFETIME OF COMPASSIONATE SUPPORT IN AN ATMOSPHERE OF RESPECT, INSPIRATION AND PURPOSE. 0 0 18937996 20152828 SUPPORTED (COMMUNITY) LIVING PROGRAM- INDIVIDUALIZED TRAINING AND SUPPORT FOR ADULTS AND SENIORS ENABLING THEM TO LIVE IN THEIR OWN APARTMENTS OR HOMES. SERVICES RANGE FROM A FEW HOURS WEEKLY TO 24 HOUR SUPPORT. THE AMOUNT AND TYPE OF SUPPORT PROVIDED IS INDIVIDUALIZED ACCORDING TO THE PERSON'S NEEDS. SOME AREAS OF SUPPORT MAY INCLUDE DOMESTIC SKILLS, FINANCIAL MANAGEMENT, SOCIAL SKILLS, HEALTH AND HYGIENE, COMMUNITY INTEGRATION, TRANSPORTATION SKILLS, VOCATION AND PERSONAL GROWTH. TYPICALLY, INDIVIDUALS GO OUT TO WORK OR TO A DAY PROGRAM DURING THE DAY, WHICH MAY HAVE AN EDUCATIONAL OR VOCATIONAL FOCUS, OR IN SOME CASES, BOTH. 2084161 1876633 INTERMEDIATE CARE FACILITIES- THREE RESIDENTIAL FACILITIES PROVIDE COMPREHENSIVE SUPPORT SERVICES FOR 18 INDIVIDUALS WITH SEVERE PHYSICAL AND INTELLECTUAL DISABILITIES. STAFF ARE PRESENT ON A 24-HOUR, SEVEN DAYS A WEEK BASIS WITH REGISTERED NURSES AND DOCTORS FOR SUPPORT. 701313 609275 INDEPENDENT LIVING - TWO TRAINING HOMES PROVIDE AN EDUCATIONAL ENVIRONMENT FOR ADULTS, WITH MILD DEVELOPMENTAL DISABILITES, TO LEARN THE NECESSARY INDEPENDENT LIVING AND SOCIAL SKILLS REQUIRED FOR INDEPENDENT LIVING; AS WELL AS SOCIAL SKILLS REQUIRED FOR EFFECTIVE INDEPENDENT COMMUNITY LIVING. 480292 287424 OTHERS 480292 287424 22203762 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 36 0 1 479 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 4155265300 18 PROFESSIONAL CENTER PARKWAY SAN RAFAEL CA 94903 ERIC AANES VICE CHAIR 0.50 X X 0 0 0 AL BRAYTON DIRECTOR 0.50 X 0 0 0 DOUG CLOUGH TREASURER 0.50 X X 0 0 0 LIA ECONOMOPOULOS DIRECTOR 0.50 X 0 0 0 DANIEL ENGEL DIRECTOR 0.50 X 0 0 0 JAMES RICKS SECRETARY 0.50 X X 0 0 0 PAUL SMITH DIRECTOR 0.50 X 0 0 0 JOSEPH SPINELLI PAST CHAIR 0.50 X X 0 0 0 JUSTIN TEDFORD DIRECTOR 0.50 X 0 0 0 NANCY DOW MOODY PRESIDENT & CEO 40.00 X X 279505 0 21329 STEPHEN MEEKER CHAIR 0.50 X X 0 0 0 ANDREA HENDERSON DIRECTOR 0.50 X 0 0 0 MARK JACKSON DIRECTOR 0.50 X 0 0 0 SUSAN MCFADDEN DIRECTOR 0.50 X 0 0 0 ANN ELIAS DIRECTOR OF DEVELOPMENT 40.00 X 120640 0 26634 VIOLA MORRIS DIRECTOR OF FINANCE 40.00 X 150819 0 7758 MICHELLE CONDIT DIRECTOR OF PROGRAMS & OPERATIONS 40.00 X 114375 0 12588 KATHERINE O'CONNOR DIRECTOR OF PROGRAMS & OPERATIONS 40.00 X 111287 0 14444 776626 0 82753 5 0 1 0 MEYLAN CONSTRUCTION 3145 KERNER BLVD SUITE A SAN RAFAEL CA 94901 CONSTRUCTION 135810 1 265820 2075132 61403 2340952 CLIENT FEES 623990 22795445 22795445 MANAGEMENT FEES 623990 92211 92211 ADMIN. & MISC. INCOME 623990 38504 38504 22926160 40053 40053 15328 11432 3896 3896 2356 1540 231667 221786 9881 9881 9881 91555 265820 27817 63738 63738 25384680 22926160 2356 115212 305151 137318 167833 18055855 17044563 710830 300462 312404 276183 28456 7765 2610128 2486154 80421 43553 1437854 1347303 60634 29917 121801 65870 34038 21893 376749 168398 200879 7472 246212 240846 2940 2426 33688 14730 10204 8754 67689 65132 2557 48496 43361 3439 1696 CONSULTANTS/CONTRACTORS 354207 58401 205118 90688 OTHER 138085 93600 16744 27741 FOOD, MEDICINE & SUPPLI 111277 111277 QUALITY ASSURANCE FEES 108658 108658 159066 79286 16907 62873 24487320 22203762 1510485 773073 300 300 861489 1926678 170906 223070 1631857 2402752 72799 74109 37046 61256 5220685 1897789 3239408 3322896 671089 606378 1117589 3008848 7802483 11626287 1209330 2238090 1803227 1774056 0 1800000 3012557 5812146 X 3993438 5151997 796488 662144 4789926 5814141 7802483 11626287 897360 -9050 135905 0 X X 0 1 X 1 0 X 706952 883880 864420 1708411 2340952 6504615 706952 883880 864420 1708411 2340952 6504615 842520 5662095 22127 29669 40990 52299 40053 185138 28792 3896 32688 86292 97216 -37647 -27255 63738 182344 6904785 79476791 0.82000 0.80000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 250257 0 -2698 247559 243760 1000 5497 250257 229735 1500 12525 243760 215014 -7764 22485 229735 218111 -3097 215014 0.77640 0.22360 1 0 1826960 1826960 2957981 1548804 1409177 435744 348985 86759 3322896 INTEREST RECEIVABLE 149801 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 809487 CONSTRUCTION IN PROGRESS 2049560 3008848 PAYCHECK PROTECTION PROGRAM LOAN 1800000 1800000 X 25576602 -9050 189540 11432 191922 25384680 0 25384680 24552387 53635 11432 65067 24487320 0 24487320 PART V, LINE 4: LIFEHOUSE, INC.'S ENDOWMENT CONSISTS OF DONOR-RESTRICTED FUNDS ESTABLISHED FOR THE PURPOSE OF PROVIDING A PERMANENT ENDOWMENT FOR THE ORGANIZATION. PART X, LINE 2: LIFEHOUSE, INC. AND RESIDENTIAL OPPORTUNITIES, LLC BELIEVE THAT THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. LIFEHOUSE, INC. AND RESIDENTIAL OPPERTUNITIES, LLC'S FEDERAL AND STATE INFORMATION RETURNS FOR THE FISCAL YEARS ENDED JUNE 30, 2016 THROUGH 2019 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL REVENUE NET OF DIRECT RENTAL EXPENSES 11,432. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT RENTAL EXPENSES NET OF RENTAL REVENUE 11,432. X X X X X X X 1 VIRGINIA THOMSON 58 MADRONE PARK CIR MILL VALLEY CA 94941 CAPITAL CAMPAIGN CONSULTANT 0 1522031 40000 1482031 1522031 40000 1482031 GREAT CHEFS AND WINERIES 326090 243560 82530 27817 AWARDS BANQUET 31285 22260 9025 357375 265820 91555 27817 27817 63738 X X X X X 0 0 0 0 0 0 0 0 0 NANCY DOW MOODY PRESIDENT & CEO 239755 0 21000 0 18750 0 10504 0 10825 0 300834 0 0 0 VIOLA MORRIS DIRECTOR OF FINANCE 141819 0 9000 0 0 0 6072 0 1686 0 158577 0 0 0 X 3 685 FMV X WINES 77 27503 FMV X GIFT CERT. 42 19520 FMV X JEWELRY 4 7860 FMV X MISC. ITEMS 11 5835 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY IS PRESENTED TO THE DIRECTOR OF FINANCE FOR HER REVIEW AND APPROVAL. A FINAL DRAFT COPY IS THEN FORWARDED TO THE PRESIDENT/CEO AND BOARD OF DIRECTORS FINANCE COMMITTE FOR THEIR REVIEW PRIOR TO FILING. COPIES ARE PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS AT THEIR REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS MUST UPDATE CONFLICT RECORDS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 CEO PAY, AS WELL AS OTHER OFFICERS AND KEY EMPLOYEES, ARE PERIODICALLY REVIEWED BY THIRD PARTY EXPERTS. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE OVERSIGHT PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEAR. RESIDENTIAL OPPORTUNITIES LLC 18 PROFESSIONAL CENTER PARKWAY SAN RAFAEL CA 94903 LOW INCOME HOUSING FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES CA 28200 89962 LIFEHOUSE INC