2026-04-27T16:56:27-05:00 2025-06-30 333709623 COHNREZNICK ADVISORY LLC 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2024-07-01 931014288 ALTERNATIVE SERVICES - OR INC ALTE 5039415256 7165 SW FIR LOOP 200 TIGARD OR 970351248 ARTHUR MACK PRESIDENT 5039415256 2026-04-22 1 1 LORI ROTHE YOKOBOSKY P01273422 9592007000 2026-04-22 2024 2025-03-06 01:10:19Z ARTHUR MACK 7165 SW FIR LOOP 200 TIGARD OR 970351248 21767041 0 X HTTP://WWW.ASIOREGON.ORG X 1989 OR PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES 8 6 373 6 0 0 93233 188825 20463903 20758516 1171427 696295 145764 110597 21874327 21754233 0 0 0 0 14376471 14543917 0 0 0 5174816 5085589 19551287 19629506 2323040 2124727 23101005 26043922 4607952 7387973 18493053 18655949 A NOT FOR PROFIT ORGANIZATION DEDICATED TO PROVIDING RESIDENTIAL AND VOCATIONAL SUPPORTS TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. 0 0 17133256 20777649 PROVIDE FOR THE OPERATION AND SUPERVISION OF ADULT/CHILDREN 24 HOUR RESIDENTIAL FACILITIES, EMPLOYMENT PROGRAMS AND COMMUNITY LIVING PROGRAMS THAT PROVIDE CARE FOR THE DEVELOPMENTALLY DISABLED ADULTS/CHILDREN. AS OF JUNE 30, 2025 THE ORGANIZATION WAS OPERATING 24 RESIDENTIAL FACILITIES AND 1 VOCATIONAL PROGRAM. 17133256 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 54 0 1 373 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 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 THOMAS D'LUGE SECRETARY 0.50 14.00 X X 0 79238 0 ROBERT CONNOR DIRECTOR 0.20 1.20 X 600 3000 0 MIKE KIRBY VICE PRESIDENT 0.20 2.00 X X 800 4800 0 HOLLY HEREAU DIRECTOR 0.20 1.00 X 800 3600 0 DIANA HAUER DIRECTOR 0.20 1.20 X 800 3800 0 CATHERINE ELLIS DIRECTOR 0.20 1.20 X 800 4800 0 BETH BRANDVAIN DIRECTOR 0.20 1.00 X 800 3400 0 ARTHUR MACK PRESIDENT 0.80 44.50 X X 0 781730 63536 PATRICIA ALLEN-SLEEMAN OUTGOING COO 4/25 40.00 15.00 X 0 415051 61565 CARRIE BRICKEY EXECUTIVE DIRECTOR 40.00 X 168697 0 6728 NIKI CORREA MEDICAL COORDINATOR 40.00 X 132500 0 19700 MOISES LOPEZ-RAMIREZ DIRECT SUPPORT PROFESSIONAL 40.00 X 121486 0 2854 JAMES MUIGAI DIRECT SUPPORT PROFESSIONAL 40.00 X 124791 0 11410 ERIN FLEMING ASSOCIATE DIRECTOR 40.00 X 139698 0 28435 CAROLE SEARLE CLINICAL DIRECTOR 40.00 X 140332 0 30082 832104 1299419 224310 10 0 1 0 COMMUNITY LIVING CONCEPTS INC 32625 W SEVEN MILE ROAD LIVONIA MI 48152 MANAGEMENT AND DEVELOPMENT 826775 FINANCIAL ONE ACCOUNTING INC 44744 HELM STREET PLYMOUTH MI 48170 FINANCIAL AND ACCOUNTING 286287 NEW VISION GENERAL CONTRACTING INC 5002 SW CUSTER STREET PORTLAND OR 97219 MAINTENANCE AND CONSTRUCTION 143908 3 165000 23825 188825 GOVERNMENT CONTRACTS 623990 20730521 20730521 SELF PAY REVENUE 623990 27995 27995 20758516 580841 580841 91464 0 91464 91464 91464 124062 4200 12808 0 111254 4200 115454 115454 19133 19133 19133 21754233 20777649 0 787759 176818 167557 9261 185335 176614 8721 11952905 11304016 648889 149538 149538 918881 914321 4560 1160440 1098102 62338 442050 442050 9393 9393 437894 437894 124630 124630 103008 80254 22754 192151 192151 1656531 1272372 384159 295952 263768 32184 6227 6227 132389 122550 9839 122854 122854 REPAIRS & MAINTENANCE 723162 723162 CONSUMABLE SUPPLIES 572771 572771 PROFESSIONAL DEVELOPMEN 120672 90669 30003 145905 68481 77424 19629506 17133256 2496250 0 320078 850108 850359 579500 75543 162137 1689780 1900008 183648 188636 3370609 2405730 810879 964879 18194049 17245393 919453 4096509 57216 56752 23101005 26043922 2549843 2058011 26331 25489 92475 81239 1939303 5223234 4607952 7387973 X 18441004 18526590 52049 129359 18493053 18655949 23101005 26043922 X 2124727 1738169 -3700000 X 0 1 X 1 0 X 1058029 1058764 88764 93233 188825 2487615 22630862 21070331 25180158 20463903 20758516 110103770 23688891 22129095 25268922 20557136 20947341 112591385 100000 100000 85000 90000 165000 540000 0 100000 100000 85000 90000 165000 540000 112051385 288532 535488 522172 612968 672305 2631465 288532 535488 522172 612968 672305 2631465 53042 115799 126388 54299 19133 368661 24030465 22780382 25917482 21224403 21638779 115591511 0.96940 0.97350 0.02280 0.01870 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER - 2020 AMOUNT: $ 53,042. 2021 AMOUNT: $ 115,799. 2022 AMOUNT: $ 126,388. 2023 AMOUNT: $ 54,299. 2024 AMOUNT: $ 19,133. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97501 97501 655525 494756 160769 894491 422140 472351 241750 216092 25658 1481342 1272742 208600 964879 VACANCY RESERVE 961070 ACCOUNT PAYABLE - RELATED PARTY 107110 OPERATING LEASE LIABILITY 4155054 5223234 X 23367772 1738169 1738169 21629603 124630 124630 21754233 19504876 0 19504876 124630 124630 19629506 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL INFORMATION RETURNS PRIOR TO 2022 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE ORGANIZATION HAS UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. X X X 0 0 0 0 0 0 0 1 0 ARTHUR MACK PRESIDENT 0 681730 0 100000 0 0 0 51000 0 12536 0 845266 0 0 PATRICIA ALLEN-SLEEMAN OUTGOING COO 4/25 0 357851 0 50000 0 7200 0 31500 0 30065 0 476616 0 0 CARRIE BRICKEY EXECUTIVE DIRECTOR 129997 0 31500 0 7200 0 6710 0 18 0 175425 0 0 0 CAROLE SEARLE CLINICAL DIRECTOR 104632 0 28500 0 7200 0 5843 0 24239 0 170414 0 0 0 ERIN FLEMING ASSOCIATE DIRECTOR 104498 0 28000 0 7200 0 4196 0 24239 0 168133 0 0 0 NIKI CORREA MEDICAL COORDINATOR 97300 0 28000 0 7200 0 3218 0 16482 0 152200 0 0 0 PART I, LINE 3 THE RELATED PARTY EXECUTIVE OFFICERS' COMPENSATION PLAN IS PREPARED BY THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF BOARD MEMBERS. IT IS THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS, AND PERIODICALLY REVIEWED BY AN INDEPENDENT THIRD PARTY. PART I, LINE 7 THE EXECUTIVE TEAM RECEIVED A BOARD APPROVED BONUS AND AN AUTO ALLOWANCE WHICH WAS INCLUDED IN THEIR 2024 W2S. NIKI CORREA COO'S DAUGHTER 185335 COMPENSATION 0 ADAM HEPBURN SON-IN-LAW OF COO 143908 OWNER OF NEW VISION GENERAL CONTRACTING WHICH PROVIDED SERVICES TO ORGANIZATION 0 FORM 990, PART VI, SECTION A, LINE 2 NIKI CORREA AND PATRICIA ALLEN-SLEEMAN SHARE A FAMIILY RELATIONSHIP. ARTHUR MACK (BOARD PRESIDENT) AND ROBERT CONNER (BOARD DIRECTOR) ARE BUSINESS PARTNERS IN NMC, INC. THERE ARE NO BUSINESS TRANSACTIONS BETWEEN NMC, INC AND ALTERNATIVE SERVICES - OREGON, 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 SIMILAR 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 11B 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 APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING 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 OR ARRANGEMENT IS NOT REASONABLY 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 BENEFIT, 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 BOARD OF DIRECTORS REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S WAGES. ALL OTHER COMPENSATION PLANS ARE APPROVED BY THE EXECUTIVE DIRECTOR. COMPENSATION PLANS ARE COMPARED TO SIMILAR 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. FORM 990, PART XI, LINE 9: TRANSFER OF ASSET TO RELATED PARTY -3,700,000. COMMUNITY LIVING CONCEPTS INC 32625 SEVEN MILE ROAD LIVONIA MI 48152 382803036 MANAGEMENT,CONSULTING SERVICES AND QUALITY ASSURANCE MI 501(C)(3) LINE 12A, I COMMUNITY LIVING CONCEPTS INC 0 ALTERNATIVE SERVICES INC 32625 SEVEN MILE ROAD LIVONIA MI 48152 382225929 PROVIDE RESIDENTIAL AND VOC SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS MI 501(C)(3) LINE 10 COMMUNITY LIVING CONCEPTS INC 0 ALTERNATIVE SERVICES - CONNECTICUT INC 84 LINWOOD AVENUE COLCHESTER CT 06415 311260927 PROVIDE RESIDENTIAL AND VOC SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS CT 501(C)(3) LINE 10 COMMUNITY LIVING CONCEPTS INC 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) LINE 10 COMMUNITY LIVING CONCEPTS INC 0 ALTERNATIVE SERVICES - NORTHEAST INC 1567 LISBON STREET LEWISTON ME 04240 311446324 PROVIDE RESIDENTIAL AND VOC SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS ME 501(C)(3) LINE 10 COMMUNITY LIVING CONCEPTS INC 0 CARPE DIEM FOUNDATION INC 7165 SW FIR LOOP TIGARD OR 97223 270986705 CARRY OUT, UPHOLD AND PROMOTE & FURTHER THE WELFARE OF RELATED ORGANIZATIONS OR 501(C)(3) LINE 12C, III-FI COMMUNITY LIVING CONCEPTS INC 0 0 0 1 0 1 0 0 0 0 0 1 0 1 1 1 1 1 0 0