2011-11-04T15:15:45-05:00 2010-12-31 HERBERT & ASSOCIATES PC PO BOX 367 TROY MI 480990367 990 2010-01-01 381785665 OAKLAND LIVINGSTON HUMAN SERVICE AGENCY OAKL 2482092600 196 CESAR E CHAVEZ AVENUE PONTIAC MI 48342 RONALD BORNGESSER 2482092600 2011-10-19 1 RICHARD A HERBERT CPA 5862644347 2010 2016-03-07 17:11:31Z RONALD B BORNGESSER 196 CESAR E CHAVEZ AVENUE PONTIAC MI 48342 43236931 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 24 631 1575 0 0 30024912 42588228 275765 283085 30804 22838 0 0 30331481 42894151 8909589 16061318 0 0 15398097 18920389 0 0 342780 6379515 4945528 30687201 39927235 -355720 2966916 4642127 6093749 5730971 4108510 -1088844 1985239 X TO ENABLE THE LOW INCOME, ELDERLY AND DISABLED OF OAKLAND AND LIVINGSTON COUNTY TO BECOME MORE SELF-SUFFICIENT. 0 0 25882249 6466110 25882249 CHILD & FAMILY SERVICE DIVISION FOR 2009: HEAD START-1601 STUDENTS, GREAT START SCHOOL READINESS-160 STUDENTS, HEALTH START-78 ENROLLEES, WIC-3100 PARTICIPANTS, DOL RE-ENTRY-143 PARTICIPANTS, RESPONSIBLE FATHERHOOD-102 PARTICIPANTS, MICHIGAN PRISONER RE-ENTRY-1800 PARTICIPANTS.PAYEE PROGRAM- 324 CLIENTS, MI ENROLLS- 2760 PEOPLE, GAP- 19 CLIENTS, HOME SUPPORT SERVICES-184 CLIENTS- FOOD, TRANSPORTATION, RENT AND UTILITY ASSISTANCE, LIFE SKILLS CLASSES, ADVOCACY, IN HOME SUPPORT, EARLY HEAD START-127 CHILDREN 8423717 8423717 ENERGY SERVICES DIVISION- LOW INCOME WX-1291 HOMES/2766 PERSONS, OAKLAND COUNTY CDBG-14 MOBILE HOMES/20 PERSONS, MPSC WX-77 HOMES/173 PERSONS, MPSC ENERGY EDUCATION-14 WORKSHOPS/240 PERSONS, LIHEAP WX-49 HOMES/128 PERSONS, NOVI CDBG-9 HOMES/22 PERSONS, LIHEAP ENERGY EDUCATION-14 WORKSHOPS/411 PERSONS, ENERGY OPTIMIZATION-36 HOMES/1,170 PERSONS, OLDER ADULTS-CHORE -490 PERSONS RECEIVED 5948 HOURS OF SERVICE, HIC-1,840 DEVICES INSTALLED @ 740 CLIENTS, RESOURCES ADVOCACY-7,430 HOURS OF SERVICE RECEIVED BY 2,101 CLIENTS. 1540776 1540776 LIVINGSTON COUNTY ASSISTED AN AVERAGE OF 1264 HOUSEHOLDS MONTHLY WITH BASIC NEEDS, 589 CSFP, 164 FREE EITC PREPARATION, 183 UTILITY PAYMENTS, 134 SHELTER/RENT, 71574 SUMMER LUNCH-OAK CO, 64 HOUSEHOLDS-OAK CO RECEIVED HOMELESS CASE MANAGEMENT, 5781 TEFAP OAKLAND AND LIVINGSTON COUNTY. 2411340 2411340 COMMUNITY AND ECONOMIC SERVICES DIVISION-RCO FOR 9 PROGRAM SITES SERVING 87 CLIENTS, ASSET BUILDING(MATCHING SAVINGS ESCROW ACCOUNT PROGRAMS) SERVED 300, 161 CLIENTS RECEIVED HOUSING, FORECLOSURE OR FINANCIAL COUNSELING, 419 RECEIVED TAX PREP ASSISTANCE, PONTIAC AND FERNDALE SERVED 7,633 PERSONS BASIC NEEDS (UTILITY, FOOD, SHELTERS, PRESCRIPTIONS, WATER, ETC.) 2411340 2411340 38258082 1 0 0 1 0 0 0 0 1 1 1 0 0 0 0 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 0 0 0 1 250 0 1 631 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 JOHN ALMSTADT 2.00 X 0 0 0 JIM RUNESTAD 2.00 X 0 0 0 BRAD JACOBSEN 2.00 X 0 0 0 KHALFANI STEPHENS 2.00 X 0 0 0 PHYLLIS MCMILLEN 2.00 X 0 0 0 DAVID COULTER 2.00 X 0 0 0 CHERYL BRAXTON 2.00 X 0 0 0 GREGG A CHRISTENSON 2.00 X 0 0 0 SONIA ACOSTA 2.00 X 0 0 0 IRENE ONDERCHANIN 2.00 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 MARY TONI FLOWERS 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 DENNIS GRIFFIN 2.00 X 0 0 0 NINFA MENDOZA 2.00 X 0 0 0 CHANDRA JONES 2.00 X 0 0 0 CHARLES JONES 2.00 X 0 0 0 DEBRA BERRY 2.00 X 0 0 0 YOHANNES BOLDS 2.00 X 0 0 0 URSULA BOLTON 2.00 X 0 0 0 ED BULLOCK 2.00 X 0 0 0 ROBERT PORTER 2.00 X 0 0 0 HEATHER TOTMAN 2.00 X 0 0 0 RUEL MCPHERSON 2.00 X 0 0 0 MARK SHERBOW 2.00 X 0 0 0 RONALD BORNGESSER 40.00 X 141613 0 46545 BRAD MICHAUD 40.00 X 99433 0 13740 NANCY DINGELDEY 2.00 X 0 0 0 DENNIS DOLAN 2.00 X 0 0 0 DENNIS GRIFFIN 2.00 X 0 0 0 DOUGLAS WILLIAMS 2.00 X 0 0 0 241046 0 60285 1 0 1 0 APPLIED BUILDING SCIENCE 1622 W HOUSTONIA AVE ROYAL OAK MI 48073 WEATHERIZATION CONTRACTON 489400 UNIQUE FOOD MANAGEMENT INC 248 S TELEGRAPH ROAD PONTIAC MI 48341 FOOD SERVICE TO HEADSTART & SUMMER SITES 449785 R & L FIRE & WATER RESTORATION INC 520 WANDA STREET FERNDALE MI 48220 WEATHERIZATION CONTRACTON 440900 OAKLAND FAMILY SERVICES 114 ORCHARD LAKE ROAD PONTIAC MI 48341 PAROLEE ASSESSMENT & SUPPORT SERVICES 359700 ROMITA CONSTRUCTION COMPANY 1335 N LIVERNOIS ROCHESTER HILLS MI 48306 WEATHERIZATION CONTRACTOR 304367 34 157557 42430671 1097697 42588228 FEES FOR SERVICES 624100 283085 283085 283085 22838 22838 342780 157557 342780 0 42894151 305923 0 0 6466110 6466110 9595208 9595208 320961 320961 13067708 12440985 410367 216356 808890 769217 25161 14512 3321447 3180951 109291 31205 1401383 1349661 31696 20026 57046 31923 25123 256607 255727 880 1513654 1248735 264919 412739 341419 71320 900401 893204 7197 348267 327515 20752 470319 390805 18833 60681 12079 12079 29359 29359 236501 216628 19873 PROGRAM SUPPLIES 708556 708556 39927235 38258082 1326373 342780 836697 388948 1429743 1587898 1671960 2881330 173328 708663 15325 15726 726282 372372 383268 353910 131806 157274 4642127 6093749 3276582 2517061 203856 254607 356120 321762 1894413 1015080 5730971 4108510 X -1357086 828782 136436 999183 131806 157274 -1088844 1985239 4642127 6093749 X 2966916 107167 X X 0 1 1 X 1 1 X 25610981 27459655 27619595 30024912 42570115 153285258 25610981 27459655 27619595 30024912 42570115 153285258 153285258 59818 85705 73818 30804 22838 272983 153558241 0.99820 0.99770 X 4201 15 X 67 4134 4201 39923034 39927235 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 3846 5397 6216 4201 19660 250000 250000 250000 250000 1000000 1500000 100 135 116 67 418 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. 0 1 131806 10000 15468 157274 101981 10100 19725 131806 125333 10050 -33402 101981 1 0 149000 149000 118700 77044 41656 396952 233698 163254 61630 61630 0 353910 POST RETIREMENT BENEFIT OBLIGATIONS 1015080 1015080 42894151 39927235 2966916 107167 107167 3074083 43001318 107167 107167 42894151 0 42894151 39927235 0 39927235 0 39927235 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. WALK FOR WARMTH 143905 143905 BOWLATHON 13652 13652 157557 157557 157557 1 BERKLEY SCHOOL DISTRICT 354038 HEAD START GRANT FARMINGTON SCHOOL DISTRICT 710666 HEAD START GRANT FERNDALE SCHOOL DISTRICT 459373 HEAD START GRANT HAZEL PARK SCHOOL DISTRICT 421637 HEAD START GRANT HOLLY SCHOOL DISTRICT 244773 HEAD START GRANT HURON VALLEY SCHOOL DISTRICT 301502 HEAD START GRANT LAKE ORION SCHOOL DISTRICT 414250 HEAD START GRANT LAMPHERE SCHOOL DISTRICT 186669 HEAD START GRANT OAK PARK SCHOOL DISTRICT 383409 HEAD START GRANT OXFORD SCHOOL DISTRICT 414603 HEAD START GRANT ROCHESTER SCHOOL DISTRICT 209746 HEAD START GRANT WALLED LAKE SCHOOL DISTRICT 391814 HEAD START GRANT WATERFORD SCHOOL DISTRICT 1027790 HEAD START GRANT HEAD START GRANT HEAD START GRANT HEAD START GRANT 16 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 141613 0 0 0 0 0 10267 0 36278 0 188158 0 0 0 X 1097697 DETERMINED BY GRANTOR 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 DRAFT 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 107,167. FORM 990, PART XI, 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 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 1 VENTURE INC D 708663 VENTURE INC K 52987 VENTURE INC M 50000 VENTURE INC N 100000 VENTURE INC 196 CESAR E CHAVEZ AVENUE PONTIAC MI 48342 383024297 0 0 0 0 0 0 0 0 0 0