OPPORTUNITY ENTERPRISES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OPPORTUNITY ENTERPRISES INC (EIN 35-1136833)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-11
- IRS object ID
- 201303459349300610
- Schema version
- 2012v2.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-11T08:19:06-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bradley & Associates Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S Capitol Ave Ste 700 | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351136833 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPPORTUNITY ENTERPRISES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OPPO | NameControl |
| Phone | 2194649621 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 EVANS AVENUE | AddressLine1 |
| City | VALPARAISO | City |
| State | IN | State |
| ZIP Code | 46383 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark Fisher | Name |
| Title | CFO | Title |
| Date Signed | 2013-12-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SKANDER NASSER III | Name |
| PTIN | P00236505 | PTIN |
| Phone | 3172375500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19043373 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | oppent.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | THE PRIMARY PURPOSE OF THE AGENCY IS TO PROVIDE A FULL RANGE OF SERVICES TO THE DEVELOPMENTALLY DISABLED. THE AGENCY PROVIDES VOCATIONAL TRAINING, DAY SERVICES, TRANSPORTATION, EVALUATION, RESIDENTIAL AND INFANT SERVICES TO CLIENTS IN PORTER COUNTY, INDIANA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 630 | TotalNbrEmployees |
| Total Nbr Volunteers | 2500 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1814754 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5132117 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12875957 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13445210 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 37749 | InvestmentIncomePriorYear |
| Investment Income Current Year | 27132 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 91655 | OtherRevenuePriorYear |
| Other Revenue Current Year | 137687 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14820115 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18742146 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11676999 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11587657 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 1469 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 410654 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3465987 | OtherExpensePriorYear |
| Other Expenses Current Year | 3651657 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15144455 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15239314 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -324340 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3502832 | RevenuesLessExpensesCY |
| Total Assets BOY | 13368120 | TotalAssetsBOY |
| Total Assets EOY | 14598174 | TotalAssetsEOY |
| Total Liabilities BOY | 4045379 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4731173 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9322741 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9867001 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PRIMARY PURPOSE OF THE AGENCY IS TO PROVIDE A FULL RANGE OF SERVICES TO THE DEVELOPMENTALLY DISABLED. THE AGENCY PROVIDES VOCATIONAL TRAINING, DAY SERVICES, TRANSPORTATION, EVALUATION, RESIDENTIAL AND INFANT SERVICES TO CLIENTS IN PORTER COUNTY, INDIANA. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7125887 | Expense |
| Revenue | 8151286 | Revenue |
| Description | 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. The group homes currently support six or eight residents per home, 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 without mom or dad. 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". | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2921711 | Expense |
| Revenue | 3191700 | Revenue |
| Description | 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, ServiceMaster Clean, and Secure Shred are divisions of Opportunity Enterprises which provide services for businesses while also providing meaningful work for challenged individuals. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1045457 | Expense |
| Revenue | 383903 | Revenue |
| Description | Opportunity Enterprises, Inc. provides a variety of Enrichment Programs, which provide consumers with creative and positive outlets for their interests and talents. Some programs include assistive technology, art enrichment, and community integration. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2238258 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1920883 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 13331313 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 161 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 630 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK FISHER | NamePerson |
| Telephone Number | 2194649621 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 EVANS AVENUE | AddressLine1 |
| City | VALPARAISO | City |
| State | IN | State |
| ZIP Code | 463841206 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| KEVIN STEELE | ||||||||
| MEMBER | 0.50 | 0.00 | X | 0 | 0 | 0 | ||
| LEE LANE | ||||||||
| Chairperson | 0.50 | 0.00 | X | 0 | 0 | 0 | ||
| BRIAN SINOTTE | ||||||||
| Member | 0.50 | 0.00 | X | 0 | 0 | 0 | ||
| DR LANIE STEINWART | ||||||||
| MEMBER | 0.50 | 0.00 | X | 0 | 0 | 0 | ||
| LORI MOULTON | ||||||||
| MEMBER | 0.50 | 0.00 | X | 0 | 0 | 0 | ||
| WF BILL WELLMAN | ||||||||
| MEMBER | 0.50 | 0.00 | X | 0 | 0 | 0 | ||
| MICHELLE ANDRES | ||||||||
| MEMBER | 0.50 | 0.00 | X | 0 | 0 | 0 | ||
| JIM FITZER | ||||||||
| Secretary | 0.50 | 0.00 | X | 0 | 0 | 0 | ||
| SENATOR ED CHARBONNEAU | ||||||||
| Vice Chair | 0.50 | 0.00 | X | 0 | 0 | 0 | ||
| JULIA HESS | ||||||||
| MEMBER | 0.50 | 0.00 | X | 0 | 0 | 0 | ||
| RICHARD AMRHEIN | ||||||||
| MEMBER | 0.50 | 0.00 | X | 0 | 0 | 0 | ||
| MATTHEW BIGGS | ||||||||
| Treasurer | 0.50 | 0.00 | X | 0 | 0 | 0 | ||
| MARK FISHER | ||||||||
| CFO | 40.00 | 0.00 | 66677 | 0 | 0 | X | ||
| ELLEN DEMARTINIS | ||||||||
| VP/INTERIM CEO | 40.00 | 0.00 | 106163 | 0 | 0 | X | ||
| WILLIAM TROWBRIDGE | ||||||||
| FORMER CEO | 0.00 | 0.00 | 136027 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 308867 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 101515 | FederatedCampaigns |
| Fundraising Events | 297146 | FundraisingEvents |
| Government Grants | 1265896 | GovernmentGrants |
| All Other Contributions | 3467560 | AllOtherContributions |
| Noncash Contributions | 21110 | NoncashContributions |
| Total Contributions | 5132117 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Transportation Services | 480000 | 384519 | 384519 |
| Residential Services | 623990 | 8151286 | 8151286 |
| Enrichment Services | 624100 | 383903 | 383903 |
| Employment Services | 624100 | 3191700 | 3191700 |
| Day Services | 624100 | 981400 | 981400 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 352402 | TotalRevenueColumn |
| Related Or Exempt Function Income | 352402 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13445210 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19977 | TotalRevenueColumn |
| Exclusion | $19,977 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 10087 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2932 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 7155 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7155 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7155 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 121309 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 297146 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 179029 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -57720 | TotalRevenueColumn |
| Exclusion | -$57,720 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 284309 | GrossSalesOfInventory |
| Cost Of Goods Sold | 119266 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 165043 | TotalRevenueColumn |
| Related Or Exempt Function Income | 165043 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC. INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 30364 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30364 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 30364 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18742146 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13647772 | RelatedOrExemptFunctionIncome |
| Exclusion | -$37,743 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269157 | Total |
| Management And General | 269157 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9195889 | Total |
| Program Services | 8465571 | ProgramServices |
| Management And General | 454007 | ManagementAndGeneral |
| Fundraising | 276311 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165836 | Total |
| Program Services | 129719 | ProgramServices |
| Management And General | 26572 | ManagementAndGeneral |
| Fundraising | 9545 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1247075 | Total |
| Program Services | 1007133 | ProgramServices |
| Management And General | 193908 | ManagementAndGeneral |
| Fundraising | 46034 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 709700 | Total |
| Program Services | 639487 | ProgramServices |
| Management And General | 50655 | ManagementAndGeneral |
| Fundraising | 19558 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5100 | Total |
| Program Services | 330 | ProgramServices |
| Management And General | 4770 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91465 | Total |
| Program Services | 27651 | ProgramServices |
| Management And General | 63814 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2051 | Total |
| Program Services | 2051 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254507 | Total |
| Program Services | 158439 | ProgramServices |
| Management And General | 94868 | ManagementAndGeneral |
| Fundraising | 1200 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32982 | Total |
| Program Services | 13324 | ProgramServices |
| Management And General | 2150 | ManagementAndGeneral |
| Fundraising | 17508 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 436769 | Total |
| Program Services | 351000 | ProgramServices |
| Management And General | 75128 | ManagementAndGeneral |
| Fundraising | 10641 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85330 | Total |
| Program Services | 49701 | ProgramServices |
| Management And General | 31481 | ManagementAndGeneral |
| Fundraising | 4148 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24669 | Total |
| Program Services | 24669 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 601890 | Total |
| Program Services | 527616 | ProgramServices |
| Management And General | 70219 | ManagementAndGeneral |
| Fundraising | 4055 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 707619 | Total |
| Program Services | 694595 | ProgramServices |
| Management And General | 8298 | ManagementAndGeneral |
| Fundraising | 4726 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22792 | Total |
| Program Services | 12811 | ProgramServices |
| Management And General | 8367 | ManagementAndGeneral |
| Fundraising | 1614 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 655208 | Total |
| Program Services | 631399 | ProgramServices |
| Management And General | 17893 | ManagementAndGeneral |
| Fundraising | 5916 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CLIENT EXPENSES | 70136 | 69104 | 1032 | |
| EQUIP/MAINT/LEASE | 114371 | 60145 | 53971 | 255 |
| FOOD & BEVERAGE | 208242 | 198154 | 4447 | 5641 |
| PROVIDER ASSESSMENT | 233311 | 233311 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105215 | Total |
| Program Services | 35103 | ProgramServices |
| Management And General | 66610 | ManagementAndGeneral |
| Fundraising | 3502 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15239314 | Total |
| Program Services | 13331313 | ProgramServices |
| Management And General | 1497347 | ManagementAndGeneral |
| Fundraising | 410654 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2257 | BOY |
| EOY | 2370 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4630210 | BOY |
| EOY | 2377995 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163403 | BOY |
| EOY | 138105 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1810213 | BOY |
| EOY | 1230169 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81180 | BOY |
| EOY | 55158 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252715 | BOY |
| EOY | 269473 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16724847 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7581560 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5197086 | BOY |
| EOY | 9143287 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1231056 | BOY |
| EOY | 1381617 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13368120 | BOY |
| EOY | 14598174 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1142333 | BOY |
| EOY | 907775 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 590496 | BOY |
| EOY | 569893 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2267318 | BOY |
| EOY | 3207918 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45232 | BOY |
| EOY | 45587 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4045379 | BOY |
| EOY | 4731173 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5103215 | BOY |
| EOY | 8752824 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3107424 | BOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1112102 | BOY |
| EOY | 1114177 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9322741 | BOY |
| EOY | 9867001 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13368120 | BOY |
| EOY | 14598174 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3502832 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2958572 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1793293 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1881533 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1695793 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1814754 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5132117 | CurrentTaxYear |
| Total | 12317490 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1793293 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1881533 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1695793 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1814754 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5132117 | CurrentTaxYear |
| Total | 12317490 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 12317490 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 93346 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 82381 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38186 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29618 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19977 | CurrentTaxYear |
| Total | 263508 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 115809 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 87979 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 51605 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35357 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30364 | CurrentTaxYear |
| Total | 321114 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12902112 | TotalSupport |
| Gross Receipts From Admissions Etc | 61784209 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.95470 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.92610 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $2,051 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 2051 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i | Identifier |
| Return Reference | Part II-B, Line 1i - Other Activities Description | ReturnReference |
| Explanation | The Agency is a member of INARF, Inc., a trade association. This amount represents the lobbying portion of the membership dues. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1228876 | BeginningOfYearBalance |
| Contributions | 3124 | Contributions |
| Investment Earnings Or Losses | 158431 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10994 | GrantsOrScholarships |
| End Of Year Balance | 1379437 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1274561 | BeginningOfYearBalance |
| Contributions | 19743 | Contributions |
| Investment Earnings Or Losses | -35428 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 30000 | GrantsOrScholarships |
| End Of Year Balance | 1228876 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1043151 | BeginningOfYearBalance |
| Contributions | 14213 | Contributions |
| Investment Earnings Or Losses | 256239 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 39042 | GrantsOrScholarships |
| End Of Year Balance | 1274561 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1227627 | BeginningOfYearBalance |
| Contributions | 172557 | Contributions |
| Grants Or Scholarships | 357033 | GrantsOrScholarships |
| End Of Year Balance | 1043151 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 51378 | BeginningOfYearBalance |
| Contributions | -299259 | Contributions |
| Administrative Expenses | 1227627 | AdministrativeExpenses |
| End Of Year Balance | 1227627 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1134199 | OtherCostOrOtherBasis |
| Book Value | 1134199 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8904141 | OtherCostOrOtherBasis |
| Depreciation | 4638031 | Depreciation |
| Book Value | 4266110 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 826630 | OtherCostOrOtherBasis |
| Depreciation | 380270 | Depreciation |
| Book Value | 446360 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3328635 | OtherCostOrOtherBasis |
| Depreciation | 2563259 | Depreciation |
| Book Value | 765376 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2531242 | OtherCostOrOtherBasis |
| Book Value | 2531242 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9143287 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| OTHER ASSETS | 2180 |
| Funds Held by Community Foundation | 1379437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1381617 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Retroactive Third-Party Adj. | Description |
| Amount | $45,587 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 45587 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 19144949 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 19144949 | RevenueSubtotal |
| Other Revenues Not Included | -402803 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -402803 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18742146 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15642117 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 402803 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 402803 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15239314 | ExpensesSubtotal |
| Total Expenses Per Form990 | 15239314 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | Inter-Co Rev/Exp Offsets $123051 COGS $119266 Special Events $160486 |
| Part X | Part X : FIN48 Footnote | The Agency has evaluated its tax position for all open tax years. Currently, the tax years open and subject to examination by the Internal Revenue Service are 2010, 2011, 2012, and 2013 tax years. However, the Agency is not currently under audit nor has the Agency been contacted by any jurisdictions. Based on the evaluations of the Agency's tax positions, management believes all tax positions taken would be upheld under an examination. Therefore, no provision for the effects of uncertain tax positions have been recorded for the years ended June 30, 2013 and 2012. |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | 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 G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Chicago Marathon | NameOfEvent1 |
| Gross Receipts Event1 | 201409 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 156409 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 45000 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 81285 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Winter Gala | NameOfEvent2 |
| Gross Receipts Event2 | 122954 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 112904 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 10050 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 18543 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 3546 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 28786 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 94092 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 27833 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 66259 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 14935 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 31934 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 418455 | GrossReceiptsTotal |
| Charitable Contributions Total | 297146 | CharitableContributionsTotal |
| Gross Revenue Total Events | 121309 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 18543 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 18481 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 142005 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 179029 | DirectExpenseSummaryEvents |
| Net Income Summary | -57720 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WILLIAM TROWBRIDGE | NamePerson |
| Title | FORMER CEO | Title |
| Base Compensation Filing Org | 70435 | BaseCompensationFilingOrg |
| Other Compensation Filing Org | 65592 | OtherCompensationFilingOrg |
| Total Compensation Filing Org | 136027 | TotalCompensationFilingOrg |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Increases | Net Unrealized Gains or Losses on Investments = $146777 |
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Decreases | Net Assets released from temp. restrictions = -$3223195 |
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Increases | Endowment Fund Support = $2075 |
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Increases | Capital Contributions = $115771 |
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | 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 VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The CEO salary is determined by and approved by the Board. The CFO and other key employees salaries are determined by the CEO with input from the Board of Directors. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Board members and Key Employees are covered. The Executive Secretary monitors the policy and conflicts. All persons covered are required to sign a form disclosing any conflicts of interest. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | A draft copy is reviewed in depth between the CFO and the board financial 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 the 990 prior to voting. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Opportunity Enterprises, Inc. provides a variety of developmental services to thousands of children throughout Northwest Indiana through their All About Kids program. OTHER PROGRAM SERVICES 5: Opportunity Enterprises, Inc. provides convenient and accessible transportation services to persons with disabilities. OTHER PROGRAM SERVICES 6: Opportunity Enterprises, Inc. provides a variety of Enrichment Programs, which provide consumers with creative and positive outlets for their interests and talents. Some programs include assistive technology, art enrichment, and community integration. |