2013-11-14T18:03:14-06:00 2012-12-31 381357951 PLANTE & MORAN PLLC 65 EAST STATE ST STE 600 COLUMBUS OH 43215 990 2012-01-01 310993382 RESIDENTIAL OPTIONS INC RESI 5023942100 41 WEST COLLEGE AVE WESTERVILLE OH 43081 MIKE KROTZ 5023942100 2013-11-14 1 BERNIE OSTROWSKI P00366367 6148493000 2012 2016-02-25 16:41:14Z X MIKE KROTZ 4119 WINTERGREEN BLVD GAHANNA OH 43230 998505 0 X N/A X 1980 OH TO PROVIDE RESIDENTIAL, HABILITATIVE AND TRAINING SERVICES FOR MENTALLY CHALLENGED AND/OR DEVELOPMENTALLY DISABLED INDIVIDUALS WHILE ASSISTING THEM TO BECOME AS INDEPENDENT AS POSSIBLE. 7 7 46 7 0 0 0 0 927979 997867 1685 638 0 0 929664 998505 0 0 0 0 514259 482048 0 0 0 474558 477456 988817 959504 -59153 39001 349975 319137 374021 304182 -24046 14955 TO PROVIDE RESIDENTIAL, HABILITATIVE, AND TRAINING SERVICES FOR MENTALLY CHALLENGED AND/OR DEVELOPMENTALLY DISABLED INDIVIDUALS TO ASSIST THE INDIVIDUALS TO ACHIEVE THE HIGHEST QUALITY OF LIFE WITH THE GREATEST AMOUNT OF INDEPENDENCE. 0 0 881370 0 997867 RESIDENTIAL OPTIONS OPERATES TWO GROUP HOMES FOR MENTALLY CHALLENGED AND DEVELOPMENTALLY DISABLED INDIVIDUALS WITH A CAPACITY OF TEN RESIDENTS. RESIDENTIAL OPTIONS ASSISTS THE INDIVIDUALS IN DAILY LIVING WITH A FOCUS ON ACHIEVING THEIR GREATEST LEVEL OF INDEPENDENCE. MOST OF OUR RESIDENTS PARTICIPATE IN DAY PROGRAMS AND WORKSHOPS. ADDITIONALLY, RESIDENTIAL OPTIONS ENCOURAGES AND SUPPORTS VOLUNTEERISM AND COMMUNITY ACTIVITIES. 881370 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 46 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 OH X ASSOCIATION FOR THE DEVELOPMENTALLY DISABLED 6146077750 350 EAST WILSON BRIDGE RD WORTHINGTON OH 43085 X DEAN CLARK 1.00 X X 0 0 0 ROGER PULLEY 1.00 X 0 0 0 NANCY BEVERAGE 1.00 X X 0 0 0 JOHN CAMERON 1.00 X X 0 0 0 MIKE KROTZ 1.00 X X 0 0 0 FRANK HANCE 1.00 X 0 0 0 KAREN HOGGARTH 1.00 X 0 0 0 TRACY BOYD 3.00 X 0 0 0 0 0 0 3 0 0 0 FRANKLIN COUNTY BOARD OF DD 2879 JOHNSTOWN ROAD COLUMBUS OH 43219 DAY SERVICE PROVIDER 122436 1 SERVICES TO MC/DD PERSONS 623000 914797 914797 MEDICARE/MEDICAID PAYMENTS 621990 83070 83070 997867 638 638 998505 997867 0 638 X 421699 421699 24252 24252 36097 36097 78134 78134 143496 143496 13694 13694 102465 102465 21067 21067 18884 18884 3601 3601 OHIO CORE COST 59992 59992 DIETARY SUPPLIES 24753 24753 MEDICAL SUPPLIES 7012 7012 TAXES AND LICENSES 3058 3058 1300 1300 959504 881370 78134 0 2991 7579 114106 114725 92741 75579 487420 366166 140137 121254 349975 319137 240375 175772 133646 128410 374021 304182 X 0 0 0 0 -24046 14955 -24046 14955 349975 319137 39001 0 X 0 0 0 X 916731 931446 951476 927979 997867 4725499 916731 931446 951476 927979 997867 4725499 4725499 6891 2492 3419 1685 638 15125 4740624 0.99680 0.99450 X 45000 45000 378837 310494 68343 16388 16299 89 47195 39373 7822 121254 FORM 990, PART VI, SECTION A, LINE 3 VOCA CORPORATION PROVIDED MANAGEMENT SERVICES, WHICH INCLUDED CLIENT SERVICES AND FINANCIAL ADMINISTRATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WAS INITIALLY PREPARED AND REVIEWED BY PLANTE MORAN, PLLC USING FINANCIAL RECORDS PREPARED BY THE ORGANIZATION'S MANAGEMENT COMPANY FOR FY 2012, VOCA CORPORATION. THE TAX RETURN IS THEN REVIEWED BY THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS REVIEWED AND SIGNED BY THE PRESIDENT OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO BOARD MEMBERS AND STAFF WITH SIGNIFICANT DECISION-MAKING AUTHORITY. PERSONS COVERED UNDER THIS POLICY, AS WELL AS THEIR RELATIVES AND ASSOCIATES. AN INTERESTED PARTY IS UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN OR REASONABLY SHOULD BE KNOWN. AN INTERESTED PARTY SHALL COMPLETE THE DISCLOSURE QUESTIONNAIRE TO FULLY AND COMPLETELY DISCLOSE THE MATERIAL FACTS ABOUT ANY POTENTIAL CONFLICTS OF INTEREST. THE DISCLOSURE STATEMENT AND AFFIRMATION OF COMPLIANCE SHALL BE SUBMITTED UPON HIS/HER ASSOCIATION WITH ROI AND SHALL BE REVIEWED ANNUALLY THEREAFTER. AN ADDITIONAL DISCLOSURE STATEMENT SHALL BE FILED WHENEVER A POTENTIAL CONFLICT ARISES. DISCLOSURE STATEMENTS WILL BE SUBMITTED AS FOLLOWS. FOR BOARD MEMBERS, THE DISCLOSURE STATEMENTS SHALL BE PROVIDED TO THE CHAIR OF THE BOARD. THE CHAIR'S DISCLOSURE STATEMENT SHALL BE PROVIDED TO THE SECRETARY OF THE BOARD. COPIES ALSO SHALL BE PROVIDED TO THE CHAIRMAN OR DESIGNEE FOR ROI. IN THE CASE OF MANAGEMENT AND STAFF WITH SIGNIFICANT DECISION-MAKING AUTHORITY, THE DISCLOSURE STATEMENTS SHALL BE PROVIDED TO ROI. IN THE CASE OF A MEMBER, THE DISCLOSURE STATEMENT SHALL BE PROVIDED TO THE CHAIRMAN OF THE BOARD. IN ALL CASES, THE RECIPIENT IS THE DESIGNATED REVIEWING OFFICIAL RESPONSIBLE FOR BRINGING POTENTIAL CONFLICTS TO THE ATTENTION OF THE APPROPRIATE AUTHORITIES. THE SECRETARY OF THE BOARD OF TRUSTEES SHALL FILE COPIES OF ALL DISCLOSURE STATEMENTS IN THE OFFICIAL CORPORATE RECORDS OF ROI. WHENEVER THERE IS REASON TO BELIEVE THAT A POTENTIAL CONFLICT OF INTEREST EXISTS BETWEEN ROI AND A BOARD MEMBER, THE DIRECTOR OR OTHER INTERESTED PARTY, THE BOARD OF TRUSTEES SHALL DETERMINE THE APPROPRIATE RESPONSE. THIS SHALL INCLUDE BUT NOT NECESSARILY BE LIMITED TO INVOKING THE PROCEDURES DESCRIBED BELOW WITH RESPECT TO A SPECIFIC PROPOSED ACTION, POLICY OR TRANSACTION. THE DESIGNATED REVIEWING OFFICIAL HAS A RESPONSIBILITY TO BRING A POTENTIAL CONFLICT OF INTEREST TO THE ATTENTION OF THE BOARD PROMPTLY FOR ACTION AT THE NEXT REGULAR MEETING OF THE BOARD OR DURING A SPECIAL MEETING CALLED SPECIFICALLY TO REVIEW THE POTENTIAL CONFLICT OF INTEREST. WHERE THE POTENTIAL CONFLICT INVOLVES A BOARD MEMBER, MANAGEMENT CONTRACTOR OR STAFF THE CHAIRMAN SHALL BE RESPONSIBLE FOR REVIEWING THE MATTER AND MAY TAKE APPROPRIATE ACTION AS NECESSARY TO PROTECT THE INTERESTS OF ROI. THE CHAIRMAN SHALL REPORT THE RESULTS OF ANY REVIEW AND THE ACTION TAKEN TO THE FULL BOARD. THE BOARD SHALL DETERMINE WHETHER ANY FURTHER REVIEW OR ACTION IS REQUIRED. WHERE A POTENTIAL CONFLICT EXISTS BETWEEN THE INTERESTS OF ROI AND AN INTERESTED PARTY WITH RESPECT TO A SPECIFIC PROPOSED ACTION, POLICY OR TRANSACTION, THE BOARD OF TRUSTEES SHALL CONSIDER THE MATTER DURING A MEETING OF THE BOARD. ROI SHALL REFRAIN FROM ACTING UNTIL THE PROPOSED ACTION, POLICY OR TRANSACTION HAS BEEN APPROVED BY THE DISINTERESTED MEMBERS OF THE BOARD OF TRUSTEES OF ROI. THE FOLLOWING PROCEDURES SHALL APPLY: AN INTERESTED PARTY WHO HAS A POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED ACTION, POLICY OR TRANSACTION OF THE CORPORATION SHALL NOT PARTICIPATE IN ANY WAY IN, OR BE PRESENT DURING, THE DELIBERATIONS AND DECISION-MAKING VOTE OF ROI WITH RESPECT TO SUCH ACTION, POLICY OR TRANSACTION. HOWEVER, THE INTERESTED PARTY SHALL HAVE AN OPPORTUNITY TO PROVIDE INFORMATION ABOUT THE PROPOSED CONFLICT AND/OR ACTION, POLICY OR TRANSACTION. IN ADDITION, THE BOARD MAY REQUEST THAT THE INTERESTED PARTY BE AVAILABLE TO ANSWER QUESTIONS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. OTHER FEES FORM 990, PART IX, LINE 11G MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 319. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 319. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 661. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 661. CONSULTING: PROGRAM SERVICE EXPENSES 12,644. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,644. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 123,678. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 123,678. SECURITY SERVICE: PROGRAM SERVICE EXPENSES 1,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,850. EMPLOYEE RECRUITMENT: PROGRAM SERVICE EXPENSES 4,344. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,344. FORM 990, PART V, LINE 2A: ALL EMPLOYEE SERVICES TO DISABLED PERSONS ARE PROVIDED BY EMPLOYEES OF VOCA CORPORATION.