Form 990 for tax year 2023
Filed by OREGON MENNONITE RESIDENTIAL SERVICES INC.
Totals
- Total revenue
- $11,357,859
- Total expenses
- $9,999,194
- Contributions and grants received
- $607,256
- Grants paid
- $0
- Program service revenue
- $10,261,584
- Investment income
- $484,272
- Other revenue
- $4,747
- Total assets, end of year
- $19,049,112
- Total liabilities, end of year
- $506,667
- Net assets or fund balances, end of year
- $18,542,445
- Program services expenses (Part IX)
- $8,891,398
- Management and general expenses
- $1,107,796
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $8,891,398
Program services were 88.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$607,256
-
2a · Program service revenue: RESIDENT AND SUPPORT SERVICES
total $10,261,584 · related or exempt $10,261,584
-
3 · Investment income
total $387,482 · excluded $387,482
-
7a · Gross sales of assets other than inventory
securities $1,401,846 · other assets $72,112
-
7b · Less cost or other basis and sales expenses
securities $1,339,109 · other assets $38,059
-
7c · Gain or loss
securities $62,737 · other assets $34,053
-
7d · Net gain or loss
total $96,790 · related or exempt -$8,084 · excluded $104,874
-
11a · Other revenue: REFUNDS AND REIMBURSEMENTS
total $4,747 · related or exempt $4,747
-
11e · Other revenue, total
$4,747
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $162,052 · management and general $162,052
-
7 · Other salaries and wages
total $6,396,886 · program services $6,133,936 · management and general $262,950
-
8 · Pension plan contributions
total $62,328 · program services $48,450 · management and general $13,878
-
9 · Other employee benefits
total $1,178,313 · program services $991,413 · management and general $186,900
-
10 · Payroll taxes
total $647,576 · program services $596,841 · management and general $50,735
-
11a · Fees: management
total $150,000 · management and general $150,000
-
11b · Fees: legal
total $5,185 · program services $5,185
-
11c · Fees: accounting
total $18,825 · management and general $18,825
-
13 · Office expenses
total $282,803 · program services $92,163 · management and general $190,640
-
14 · Information technology
total $50,730 · program services $47,428 · management and general $3,302
-
16 · Occupancy
total $497,611 · program services $481,701 · management and general $15,910
-
22 · Depreciation, depletion and amortization
total $256,828 · program services $234,363 · management and general $22,465
-
24a · Other expenses: MEDICAL SERVICES
total $130,052 · program services $128,628 · management and general $1,424
-
24b · Other expenses: TRANSPORTATION
total $118,873 · program services $107,366 · management and general $11,507
-
24c · Other expenses: RESIDENT SERVICES
total $41,132 · program services $23,924 · management and general $17,208
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,275,283 · end of year $2,293,441
-
2 · Savings and temporary cash investments
beginning of year $2,529,734 · end of year $3,257,303
-
4 · Accounts receivable
beginning of year $811,004 · end of year $879,639
-
7 · Other notes and loans receivable
beginning of year $774,822 · end of year $645,518
-
9 · Prepaid expenses and deferred charges
beginning of year $179,450 · end of year $197,929
-
10a · Land, buildings and equipment: cost or other basis
$6,760,593
-
10b · Land, buildings and equipment: accumulated depreciation
$2,735,097
-
10c · Land, buildings and equipment, net
beginning of year $4,096,094 · end of year $4,025,496
-
11 · Investments: publicly traded securities
beginning of year $5,939,273 · end of year $7,749,786
-
17 · Accounts payable and accrued expenses
beginning of year $340,102 · end of year $506,667
-
27 · Net assets without donor restrictions
beginning of year $16,265,558 · end of year $18,542,445
Mission and programs · 2023
Mission
TO PROVIDE RESIDENTIAL AND SUPPORT SERVICES FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.
Activities or mission (Part I)
TO PROVIDE RESIDENTIAL AND SUPPORT SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.
-
PROVIDED RESIDENTIAL AND SUPPORT SERVICES TO 56 ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN 15 GROUP HOMES IN LINN AND YAMHILL COUNTIES. MANY OF THE PERSONS SERVED ARE NON-VERBAL AND HAVE SIGNIFICANT HEALTH AND BEHAVIORAL ISSUES.
Expenses $8,891,398 · Revenue $10,258,247
As filed on the 2023 return.
Listed in Part VII
-
LORALEI LAVOIE
EXECUTIVE DI
- Total calculated
- $175,240
- From this org
- $39,209
- From related orgs
- $119,997
- Other
- $16,034
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $39,209 + $119,997 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $4,176 + $11,858 related
- Filer's total
- $43,385 + $131,855 related
-
DEBBIE PAULS
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
DARREN STAUFFER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
JUDY STUTZMAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
JERRY STUTZMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
DOUG TROYER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
MARK NORD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
JANN HORNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
HANNAH MILLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202542249349302224
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