2012-05-15T14:12:03-05:00 2011-06-30 JH COHN LLP 180 GLASTONBURY BOULEVARD GLASTONBURY CT 06033 990 2010-07-01 931014288 ALTERNATIVE SERVICES - OREGON INC ALTE 5039415256 7165 SW FIR LOOP NO 200 TIGARD OR 972238055 ARTHUR MACK 5039415256 2012-05-14 1 8606333000 2010 2016-02-24 21:20:13Z ARTHUR MACK 7165 SW FIR LOOP NO 200 TIGARD OR 972238055 16525345 0 X HTTP://WWW.ALTERNATIVESERVICES-OREGON.ORG X 1989 OR PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DIABILITIES 8 3 705 0 0 0 0 0 15958798 16315116 18725 89490 3194 2013 15980717 16406619 0 0 0 0 11017660 11096440 0 0 0 4532167 4731593 15549827 15828033 430890 578586 4548321 5384788 3312080 3341406 1236241 2043382 A NOT FOR PROFIT ORGANIZATION DEDICATED TO PROVIDING RESIDENTIAL AND VOCATIONAL SUPPORTS TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. 0 0 14045599 16368509 PROVIDE FOR THE OPERATION AND SUPERVISION OF ADULT/CHILDREN FOSTER CARE FACILITIES THAT PROVIDE CARE FOR THE DEVELOPMENTALLY DISABLED ADULTS/CHILDREN. AS OF JUNE 30, 2011 THE ORGANIZATION WAS OPERATING 30 RESIDENTIAL FACILITIES AND 4 VOCATIONAL PROGRAMS. 14045599 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 43 0 1 705 1 0 0 0 0 0 0 0 0 0 0 X 8 3 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X FINANCIAL ONE ACCOUNTING INC 7344538804 44744 HELM STREET PLYMOUTH MI 481706019 ARTHUR MACK 5.00 X X 0 262923 11971 BRYON WIDMYER 1.00 X 0 1675 0 DAWN TAYLOR 1.00 X 0 32092 11209 LEO HAUER 1.00 X X 0 1675 0 MARGE KRIBY 1.00 X 0 875 0 ROBERT CONNER 1.00 X 0 1275 0 TERESA SMITH 1.00 X 0 7498 0 THOMAS D'LUGE 5.00 X X 0 0 0 PATRICIA ALLEN-SLEEMAN 40.00 X 0 240763 7734 SCOTT SLEEMAN 40.00 X 147910 0 6786 147910 548776 37700 1 0 1 0 COMMUNITY LIVING CONCEPTS INC 32625 W SEVEN MILE ROAD LIVONIA MI 48152 MANAGEMENT AND DEVELOPMENT 555887 FINANCIAL ONE ACCOUNTING INC 44744 HELM STREET PLYMOUTH MI 48170 FINANCIAL AND ACCOUNTING 249157 CARPE DIEM 7165 SW FIR LOOP SUITE2 00 TIGARD OR 97223 RENT 233779 NEW VISION 7420 SW 36TH STREET PORTLAND OR 97219 MAINTENANCE/CONSTRUCTION 101327 4 GOVERNMENT CONTRACTS 623990 16267613 16267613 SELF PAY REVENUE 623990 47503 47503 16315116 38110 38110 17604 17604 0 0 152502 101122 51380 51380 51380 OTHER INCOME 624100 2013 2013 2013 16406619 16317129 0 89490 9032517 8543471 489046 133329 131208 2121 1044927 1030947 13980 885667 839339 46328 427550 427550 1775 1775 314112 314112 14148 14148 285031 193185 91846 2117289 1799273 318016 688277 667803 20474 25951 22184 3767 312909 292298 20611 VACANCY 171279 171279 EQUIPMENT AND FURNISHIN 143238 143238 PROGRAM AUDIT/CONSULTIN 107702 107702 MISC. 59347 59347 PROFESSIONAL DEVELOPMEN 46863 44325 2538 16122 16122 15828033 14045599 1782434 0 187612 292237 683063 1165698 177536 135815 20436 147896 570781 516229 2385258 973547 1488976 1411711 1368268 1664228 51649 50974 4548321 5384788 2020799 2163123 188537 189517 488836 409573 613908 579193 3312080 3341406 X 1236241 2043382 1236241 2043382 4548321 5384788 X 578586 228555 X X 0 1 1 X 0 X 11925412 12940586 14921881 15915356 16267613 71970848 11925412 12940586 14921881 15915356 16267613 71970848 71970848 42123 42283 41809 18725 89490 234430 72205278 192895 0.99680 0.99760 X 97501 97501 583080 159315 423765 108618 11045 97573 167842 90035 77807 1428217 713152 715065 1411711 EQUITIES 707414 F FIXED INCOME 469441 F CLC 487373 F 1664228 VACANCY RESERVE 579193 579193 16406619 15828033 578586 228555 228555 807141 16652778 228555 17604 246159 16406619 0 16406619 15845637 17604 17604 15828033 0 15828033 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2011 AND 2010. THE ORGANIZATION'S U.S. FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2008 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. X X X 0 0 0 0 0 0 0 0 0 ARTHUR MACK 0 228685 0 30000 0 4238 0 3634 0 8337 0 274894 0 0 PATRICIA ALLEN-SLEEMAN 0 193563 0 40000 0 7200 0 0 0 7734 0 248497 0 0 SCOTT SLEEMAN 126910 0 15000 0 6000 0 6786 0 0 0 154696 0 0 0 THOMAS D'LUGE OFFICER AND BOARD MEMBER 25005 LEASING OF RESIDENTIAL FACILITY 0 ADAM HEPBURN EXECUTIVE DIRECTOR'S SON IN LAW 101327 MAINTENANCE & CONSTRUCTION OF ORGANIZATION'S REAL ESTATE 0 SCOTT SLEEMAN EXECUTIVE DIRECTOR'S SPOUSE 147910 EMPLOYEE IS CLINICAL DIRECTOR OF ORGANIZATION 0 SARA CORREA-HEPBURN EXECUTIVE DIRECTOR'S DAUGHTER 48582 EMPLOYEE OF FILING ORGANIZATION 0 DEREK SLEEMAN EXECUTIVE DIRECTOR'S SON 44348 EMPLOYEE OF FILING ORGANIZATION 0 AMIEE CORREA EXECUTIVE DIRECTOR'S DAUGHTER 213 CONSUMER OF THE FILING ORGANIZATION 0 ARTHUR MACK OFFICER AND BOARD MEMBER 76800 LEASING OF RESIDENTIAL FACILITY 0 FORM 990, PART VI, SECTION A, LINE 2 THE EXECUTIVE DIRECTOR AND CLINICAL DIRECTOR ARE MARRIED. ARTHUR MACK (BOARD PRESIDENT) AND ROBERT CONNER (BOARD DIRECTOR) ARE BUSINESS PARTNERS IN NMC, INC. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION OUTSOURCES CERTAIN MANAGEMENT FUNCTIONS TO COMMUNITY LIVING CONCEPTS, INC., AND ACCOUNTING AND FINANCIAL CONSULTING FUNCTIONS TO FINANCIAL ONE ACCOUNTING, INC. BOTH ORGANIZATIONS SPECIALIZE IN PROVIDING THESE SERVICES TO A NUMBER OF NOT FOR PROFIT ORGANIZATIONS THAT PROVIDE SIMILIAR SERVICES TO THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 COMMUNITY LIVING CONCEPTS (SEE SCHEDULE R) IS THE SOLE MEMBER OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A COMMUNITY LIVING CONCEPTS, INC. (SCHEDULE R) IS THE SOLE MEMBER OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN EXECUTIVE DECISIONS ARE SUBJECT TO APPROVAL OF THE SOLE MEMBER (COMMUNITY LIVING CONCEPTS, INC.) FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS REVIEWS AN ELECTRONIC COPY OF THE FORM 990 PRIOR TO FILING. IN ADDITION, FINANCIAL ONE ACCOUNTING, INC. WILL REVIEW AND APPROVE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, KEY EMPLOYEE, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: 1. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY 2. HAS READ AND UNDERSTANDS THE POLICY 3. HAS AGREED TO COMPLY WITH THE POLICY, AND 4. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THE INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT THE AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPORIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXCERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OF ARRANGEMENT IS NOT REASONABLE POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATIONS BEST INTEREST, FOR ITS OWN BENFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION PLAN IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. ALL OTHER COMPENSATION PLANS ARE APPROVED BY THE EXECUTIVE DIRECTOR. COMPENSATION PLANS ARE COMPARED TO SIMILIAR ORGANIZATIONS AND COMPENSATION SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC AT THE ADDRESS LISTED ON PAGE #1 OF FORM 990. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 228,555. TRANSFER OF NET ASSETS THERE HAS BEEN NO CHANGE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESSES DURING THE TAX YEAR. COMMUNITY LIVING CONCEPTS INC 32625 SEVEN MILE ROAD LIVONIA MI 48152 382803036 MANAGEMENT,CONSULTING SERVICES AND QUALITY ASSURANCE MI 501(C)(3) 11 N/A 0 ALTERNATIVE SERVICES INC(MICHIGAN) 32625 SEVEN MILE ROAD LIVONIA MI 48152 382225929 PROVIDES RESIDENTIAL FACILITIES AND VOCATIONAL SERVICES TO DEVELOPMENTALLY D MI 501(C)(3) 7 N/A 0 ALTERNATIVE SERVICES - CONNECTICUT INC 84 LINWOOD AVENUE COLCHESTER CT 06415 311260927 PROVIDES RESIDENTIAL FACILITIES AND VOCATIONAL SERVICES TO DEVELOPMENTALLY D CT 501(C)(3) 7 N/A 0 COMMUNITY LIVING CONCEPTS OF NORTH CAROLINA INC 211 S CENTER STREET STATESVILLE NC 28677 562405846 PROVIDES RESIDENTIAL FACILITIES AND VOCATIONAL SERVICES TO DEVELOPMENTALLY D NC 501(C)(3) 7 N/A 0 COMMUNITY LIVING CASE MANAGEMENT INC 7165 SW FIR LOOP TIGARD OR 97223 204802605 CASE MANAGEMENT, QUALITY ASSURANCE, AND ADMINISTRATIVE SERVICES OR 501(C)(3) 7 N/A 0 ALTERNATIVE SERVICES - NORTHEAST INC 35 SOUTH AVENUE LEWISTON ME 04240 311446324 PROVIDES RES FACILITIES AND VOC SERVICES TO DEVELOPMENTALLY DISABLED INDIVID MI 501(C)(3) 7 N/A 0 CARPE DIEM FOUNDATION INC 7165 SW FIR LOOP TIGARD OR 97223 270986705 CARRY OUT PURPOSES & UPHOLD, PROMOTE & FURTHER THE WELFARE OF RELATED ORGS OR 501(C)(3) 11 N/A 0 FINANCIAL ONE ACCOUNTING INC 44744 HELM STREET PLYMOUTH MI 48170 382778585 PROVIDES ACCOUNTING SERVICES TO THE ORGANIZATION MI N/A 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 COMMUNITY LIVING CONCEPTS INC L 485050 ACCRUAL BASIS FINANCIAL ONE INC L 259880 ACCRUAL BASIS CARPE DIEM FOUNDATION INC J 222596 ACCRUAL BASIS COMMUNITY LIVING CASE MANAGEMENT INC P 59029 ACCRUAL BASIS CARPE DIEM FOUNDATION INC P 540 ACCRUAL BASIS COMMUNITY LIVING CONCEPTS INC P 51405 ACCRUAL BASIS