2013-09-03T09:38:38-05:00 2012-12-31 383077920 HERBERT & ASSOCIATES PC PO BOX 80546 ROCHESTER MI 483080546 990 2012-01-01 381785665 OAKLAND LIVINGSTON HUMAN SERVICE AGENCY OAKL 2482092600 196 CESAR E CHAVEZ AVENUE PONTIAC MI 48342 RONALD BORNGESSER 2482092600 2013-08-16 1 RICHARD A HERBERT CPA P00086508 5862644347 2012 2016-02-24 21:20:13Z RONALD BORNGESSER 196 CESAR E CHAVEZ AVENUE PONTIAC MI 48342 28321893 0 X WWW.OLHSA.ORG X 1964 MI TO ENABLE THE LOW INCOME, ELDERLY AND DISABLED OF OAKLAND AND LIVINGSTON COUNTY TO BECOME MORE SELF-SUFFICIENT. 24 24 596 1575 0 0 39219832 25233327 441699 1259868 139986 516553 0 0 39801517 27009748 15890122 9249096 0 0 19342274 11437423 0 0 233615 5562334 6165949 40794730 26852468 -993213 157280 5896360 5928344 5010396 4999795 885964 928549 X TO ENABLE THE LOW INCOME, ELDERLY AND DISABLED OF OAKLAND AND LIVINGSTON COUNTY TO BECOME MORE SELF-SUFFICIENT. 0 0 14241772 3640947 CHILD & FAMILY SERVICES DIVISION : HEAD START-1601 STUDENTS, EARLY HEAD START-127, GREAT PARENTS 30, GSRP 160, GAP 30,FATHER FACTOR 135, DNR SUMMER YOURTH 100, MI ENROLLS-OAKLAND 2617,HIV/AIDS PROGRAMS-400 UNDUPLICATED, MI ENROLLS-LIVINGSTON 663, MI ENROLLS WASHTENAW-878, PAYEE 300 CLIENTS AVERAGE, WIC 3100, SUMMER FOOD 42,272 MEALS. 5929870 ENERGY SERVICES DIVISION- LOW INCOME WX-1255, HOMES/2953 PERSONS, SERC-75 HOMES/192 PEOPLE, MPSC ONLY WX 2 HOMES/4 PEOPLE, LIHEAP ONLY WX 2 HOMES/8 PEOPLE, ENERGY OPT, DIRECT INSTALLS- 365 HOMES/839 PEOPLE, NOVI CDBG- 7 HOMES/13 PEOPLE, OAKLAND CDBG- 6 HOMES/15 PEOPLE, EASE CLIENT EDUCATION 76 HOMES/76 CLIENTS CONSUMERS ENERGY WX 76 HOMES/226 PEOPLE, DTE REFRIGERATOR REPLACEMENT 650 HOMES/1605 PEOPLE, DTE TEST TUNE 124 HOMES/310 CLIENTS, HOME INJURY CONTROL 379 CLIENTS/245 DEVICES, RESOURCE ADVOCACY 1950 CLIENTS/7459 HOURS, CHORE SERVICES 599 CLIENTS/9,437.5 HOURS. 2048169 COMMUNITY AND ECONOMIC SERVICES DIVISION-MANAGEMENT FOR 9 IDA PROGRAM SITES SERVICING 99 CLIENTS, HOSTED TAX PREP SERVICES FOR 476, CASE MANAGEMENT & MATCHED SAVINGS ACCOUNTS FOR 239, HOUSING COUNSELING INCLUDING FORECLOSURE COUNSELING FOR 265, WELCOME CENTER SERVICES-UTILITY ASSISTANCE FOR 953 CLIENTS, HEAD START ENROLLMENTS FOR 412 CLIENETS, WX INTERVIEWS FOR 457 CLIENTS, FOOD ASSISTANCE FOR 664 PLUS 8 CLIENTS WITH OTHER TYPES OF FINANCIAL ASSISTANCE, 2,896 INTERNAL REFERRALS AND 29,750 EXTERNAL REFERRALS PROVIDED. 2412317 1259868 LIVINGSTON COUNTY SERVICES DIVISION-3431 HOUSEHOLDS ANNUALLY WITH FOOD AND HOMELESS PREVENTION, 164 FREE TAX FILINGS, 1035 UTILITY PAYMENTS, 136 RENT/SHELTER, 9,377 CSFP FOOD BOXES, 39,730 TEFAP IN OAKLAND & LIVINGSTON COUNTIES, 3,186 FOOD BOXES FOR FERNDALE, 780 FOOD BOXES FOR HOLLY, 142 MIGRANT FAMILIES ASISTED WITH FOOD AND HEALTH AIDES. 2412317 1259868 24632128 1 0 0 1 0 0 0 0 1 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 317 0 1 596 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X X BRAD MICHAUD 2482092600 196 CESAR E CHAVEZ PONTIAC MI 48342 NANCY DINGELDEY 2.00 X X 0 0 0 DENNIS GRIFFIN 2.00 X X 0 0 0 DOUGLAS WILLIAMS 2.00 X X 0 0 0 JOHN ALMSTADT 2.00 X 0 0 0 KATHY CRAWFORD 2.00 X 0 0 0 JAY DRICK 2.00 X 0 0 0 KHALFANI STEPHENS 2.00 X 0 0 0 PHYLLIS MCMILLEN 2.00 X 0 0 0 BETH NUCCIO 2.00 X 0 0 0 GARY MCGILLVRAY 2.00 X 0 0 0 FRAN AMOS 2.00 X 0 0 0 SONIA ACOSTA 2.00 X 0 0 0 IRENE ONDERCHANIN 2.00 X X 0 0 0 ANN K SUZIEDELIS 2.00 X 0 0 0 DEBORAH MAJESKI 2.00 X 0 0 0 CYNTHIA WELLS 2.00 X 0 0 0 SEAN CORCORAN 2.00 X 0 0 0 RICHARD HOLMES 2.00 X 0 0 0 HOLBERT MAXEY 2.00 X 0 0 0 JULIE NELSON 2.00 X 0 0 0 MELISSA DINELLI 2.00 X 0 0 0 NINFA MENDOZA 2.00 X 0 0 0 CANDYE HINTON 2.00 X 0 0 0 YOHANNES BOLDS 2.00 X 0 0 0 RONALD BORNGESSER 40.00 X X 139483 0 57729 BRAD MICHAUD 40.00 X 90139 0 13548 229622 0 71277 15 0 1 0 UNIQUE FOOD MANAGEMENT INC 248 S TELEGRAPH ROAD PONTIAC MI 48341 FOOD SERVICE TO HEADSTART & SUMMER SITES 468349 R & L FIRE & WATER RESTORATION INC 520 WANDA STREET FERNDALE MI 48220 WEATHERIZATION CONTRACTON 447968 BUILDING PERFORMANCE SOLUTIONS 28115 DOHROAN DRIVE WARREN MI 48088 WEATHERIZATION CONTRACTOR 343923 BLUE RAY MECHANICAL INC 21606 JOHN R ROAD HAZEL PARK MI 48030 WEATHERIZATION CONTRACTON 338821 BLANKET INSULATION COMPANY 21676 MELROSE AVE BLDG GK SOUTHFIELD MI 48075 WEATHERIZATION CONTRACTOR 306280 15 133401 23741294 1358632 818032 25233327 FEES FOR SERVICES 624100 1259868 1259868 1259868 49865 49865 1087221 650000 905323 365210 181898 284790 466688 466688 41612 133401 41612 0 27009748 1259868 0 516553 X 3640947 3640947 5608149 5608149 229676 229676 7553667 6647592 766069 140006 406072 329396 68149 8527 2190174 1916986 243234 29954 1057834 970660 73658 13516 53952 24557 29395 52803 47126 5677 3658842 3439432 219410 769398 623589 104197 41612 100245 90723 9522 958287 842648 115639 247936 213286 34650 192115 122722 69393 10075 6518 3557 12086 12086 110210 95711 14499 26852468 24632128 1986725 233615 298265 456583 2026077 2357377 2340047 2078437 727791 803222 4937 41772 61630 61630 329739 0 169504 190953 5896360 5928344 3113491 3371523 209575 262611 301814 1385516 1365661 5010396 4999795 X -153769 236802 870229 500794 169504 190953 885964 928549 5896360 5928344 157280 -114695 0 X X 0 1 X 1 1 1 X 27619595 30024912 42570115 39219832 25118632 164553086 27619595 30024912 42570115 39219832 25118632 164553086 164553086 73818 30804 22838 49090 49865 226415 164779501 0.99860 0.99840 X 7496 187 X 1000000 1000000 1000000 1000000 4000000 6000000 6216 4201 4477 7496 22390 250000 250000 250000 250000 1000000 1500000 116 67 729 1479 2391 ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: PART I-A, LINE 1: WRITE STATE AND FEDERAL REPRESENTATIVES REQUESTING SUPPORT FOR PROGRAMS HELPING PERSONS IN NEED. 1 1 X 169504 10000 11449 190953 157274 10000 2230 169504 131806 10000 15468 157274 101981 10100 19725 131806 125333 10050 -33402 101981 1 0 61630 61630 0 0 POST RETIREMENT BENEFIT OBLIGATIONS 1365661 1365661 PART IV, LINE 2B: AGENCY SERVES AS REPRESENTATIVE PAYER FOR SS AND SSI BENEFICIARIES. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SUPPORT THE GENERAL CHARITABLE PURPOSES OF THE AGENCY. X X X X WALK FOR WARMTH 159390 159390 ART AUCTION 15623 15623 175013 175013 1 BERKLEY SCHOOL DISTRICT 214205 HEAD START GRANT FARMINGTON SCHOOL DISTRICT 529669 HEAD START GRANT FERNDALE SCHOOL DISTRICT 292917 HEAD START GRANT HAZEL PARK SCHOOL DISTRICT 154356 HEAD START GRANT HOLLY SCHOOL DISTRICT 189812 HEAD START GRANT HURON VALLEY SCHOOL DISTRICT 208064 HEAD START GRANT LAKE ORION SCHOOL DISTRICT 302350 HEAD START GRANT LAMPHERE SCHOOL DISTRICT 133371 HEAD START GRANT OXFORD SCHOOL DISTRICT 315039 HEAD START GRANT ROCHESTER SCHOOL DISTRICT 140542 HEAD START GRANT WALLED LAKE SCHOOL DISTRICT 248737 HEAD START GRANT WATERFORD SCHOOL DISTRICT 715968 HEAD START GRANT 12 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: AGENCY COMPLIES WITH VARIOUS ELIGIBLITY REQUIREMENTS IMPOSED BY GRANTING AUTHORITIES X 0 0 0 0 0 0 0 0 0 RONALD BORNGESSER 139483 0 0 0 0 0 16738 0 40991 0 197212 0 0 0 X 818032 DETERMINED BY GRANTOR 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 COPIES WERE FURNISHED TO THE APPROPRIATE INDIVIDUALS RESPONSIBLE FOR REVIEWING AND APPROVING THE FILING OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C POLICY AND PROCEDURES MANUAL DETAILS CONFLICT OF INTEREST RULES AND REGULATIONS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEWED AND APPROVED BY INDEPENDENT BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BOTH VIA WEBSITE AND BY REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G SECURITY SERVICE: PROGRAM SERVICE EXPENSES 21,367. MANAGEMENT AND GENERAL EXPENSES 47,921. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,288. TEMP STAFFING: PROGRAM SERVICE EXPENSES 152,556. MANAGEMENT AND GENERAL EXPENSES 9,488. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,044. MISCELLANEOUS CONTRACTORS: PROGRAM SERVICE EXPENSES 3,265,509. MANAGEMENT AND GENERAL EXPENSES 162,001. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,427,510. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. VENTURE INC 196 CESAR E CHAVEZ AVENUE PONTIAC MI 48342 383024297 PROVIDE DECENT AFFORDABLE HOUSING FOR PERSONS OF LOW AND MODERATE INCOME MI 501(C)(3) TAX-EXEMPT OAKLAND LIVINGSTON HUMAN SERVICE AGENCY 0 VENTURE GRAND RIVER LDHA LP 196 CESAR E CHAVEZ AVENUE PONTIAC MI 48342 205994731 DEVELOP LOW COST AND AFFORDABLE HOUSING MI N/A VENTURE GATEWAY LDHA LP 196 CESAR E CHAVEZ AVENUE PONTIAC MI 48342 262939451 DEVELOP LOW COST AND AFFORDABLE HOUSING MI N/A VENTURE HOUSING INC 196 CESAR E CHAVEZ AVE PONTIAC MI 48342 383024297 FACILITATE INVESTMENTS IN LIMITED DIVIDEND HOUSING ASSOCIATION LMT PTR MI C 0 1 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 VENTURE INC D 803222 ACTUAL AMOUNT PAID VENTURE INC L 132500 ACTUAL AMOUNT PAID VENTURE INC N 50000 ESTIMATED FAIR VALUE VENTURE INC O 125000 ESTIMATED FAIR VALUE VENTURE INC A 17931 ACTUAL AMOUNT ACCRUED VENTURE INC 196 CESAR E CHAVEZ AVENUE PONTIAC MI 48342 383024297 0 0 0 0 0 0 0 0 0 0