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Nonprofiteer
← OPTIONS FOR SOUTHERN OREGON

Form 990 for tax year 2023

Filed by OPTIONS FOR SOUTHERN OREGON.

Totals

Total revenue
$70,448,267
Total expenses
$66,495,247
Contributions and grants received
$23,734
Grants paid
$0
Program service revenue
$69,735,194
Investment income
$639,980
Other revenue
$49,359
Total assets, end of year
$119,194,462
Total liabilities, end of year
$26,807,379
Net assets or fund balances, end of year
$92,387,083
Program services expenses (Part IX)
$58,723,213
Management and general expenses
$7,755,271
Fundraising expenses
$16,763
Program service expenses (Part III)
$58,723,213

Program services were 88.3% 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

    $23,734

  • 2a · Program service revenue: Mental Health

    total $69,735,194 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $634,742 · unrelated business $0 · excluded $634,742

  • 6a · Gross rents

    real property $10,100

  • 6b · Less rental expenses

    real property $16,953

  • 6c · Rental income or loss

    real property -$6,853

  • 6d · Net rental income or loss

    total -$6,853 · excluded -$6,853

  • 7a · Gross sales of assets other than inventory

    other assets $5,238

  • 7c · Gain or loss

    other assets $5,238

  • 7d · Net gain or loss

    total $5,238 · related or exempt $0 · unrelated business $0 · excluded $5,238

  • 8a · Fundraising events: gross income

    $72,218

  • 8b · Fundraising events: direct expenses

    $16,006

  • 8c · Net income from fundraising events

    total $56,212 · unrelated business $0 · excluded $56,212

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $6,174,358 · program services $4,619,780 · management and general $1,554,578 · fundraising $0

  • 7 · Other salaries and wages

    total $29,693,220 · program services $27,137,061 · management and general $2,554,709 · fundraising $1,450

  • 8 · Pension plan contributions

    total $1,013,159 · program services $912,798 · management and general $100,312 · fundraising $49

  • 9 · Other employee benefits

    total $10,144,640 · program services $8,684,780 · management and general $1,460,697 · fundraising -$837

  • 10 · Payroll taxes

    total $2,813,456 · program services $2,514,904 · management and general $298,444 · fundraising $108

  • 11b · Fees: legal

    total $61,877 · program services $1,470 · management and general $60,407 · fundraising $0

  • 11c · Fees: accounting

    total $78,556 · program services $0 · management and general $78,556 · fundraising $0

  • 11g · Fees: other

    total $10,185,828 · program services $9,564,025 · management and general $621,803 · fundraising $0

  • 13 · Office expenses

    total $717,460 · program services $584,337 · management and general $133,123 · fundraising $0

  • 16 · Occupancy

    total $1,551,796 · program services $1,369,731 · management and general $182,065 · fundraising $0

  • 17 · Travel

    total $476,938 · program services $430,092 · management and general $46,846 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $1,098,614 · program services $912,810 · management and general $185,804 · fundraising $0

  • 23 · Insurance

    total $598,447 · program services $307,963 · management and general $290,484 · fundraising $0

  • 24a · Other expenses: Program Supplies & Activities

    total $1,446,899 · program services $1,400,307 · management and general $46,592 · fundraising $0

  • 24b · Other expenses: Vehicle Fuel, Maint, Fees

    total $182,257 · program services $163,657 · management and general $18,600 · fundraising $0

  • 24c · Other expenses: Employee Recruitment

    total $125,844 · program services $97,147 · management and general $28,697 · fundraising $0

  • 24d · Other expenses: Fundraising

    total $16,006 · program services $9 · management and general $2 · fundraising $15,995

  • 24e · All other expenses

    total $115,892 · program services $22,342 · management and general $93,552 · fundraising -$2

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,200 · end of year $16,500

  • 2 · Savings and temporary cash investments

    beginning of year $68,678,684 · end of year $84,973,257

  • 4 · Accounts receivable

    beginning of year $10,135,384 · end of year $6,653,731

  • 7 · Other notes and loans receivable

    beginning of year $10,689 · end of year $965

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,062,734 · end of year $1,117,607

  • 10a · Land, buildings and equipment: cost or other basis

    $33,935,844

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,291,141

  • 10c · Land, buildings and equipment, net

    beginning of year $24,591,359 · end of year $25,644,703

  • 15 · Other assets

    beginning of year $563,601 · end of year $787,699

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,126,915 · end of year $9,694,973

  • 19 · Deferred revenue

    beginning of year $4,359,935 · end of year $12,875,453

  • 23 · Secured mortgages and notes payable

    beginning of year $3,523,171 · end of year $3,523,569

  • 24 · Unsecured notes and loans payable

    beginning of year $471,918 · end of year $707,792

  • 25 · Other liabilities

    end of year $5,592

  • 27 · Net assets without donor restrictions

    beginning of year $88,567,712 · end of year $92,387,083

Mission and programs · 2023

Mission

Programs for people of all ages who have mental health needs. Our holistic approach addresses housing, advocacy, community integration, crisis intervention, therapy, co-occuring issues, education, work & economic well-being

  • Programs for people of all ages who have mental health needs. Our holistic approach addresses housing, advocacy, community integration, crisis intervention, therapy, co-occuring issues, education, work & economic well-being

    Expenses $58,723,213 · Revenue $70,466,652

As filed on the 2023 return.

Listed in Part VII

  • Leslee O'Brien

    President

    Total calculated
    $0
    Hours/week
    1

  • Denise Olsen

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Misty Davidson

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Peggy Lavelle

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Laurie Norman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Heather Hartman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kevin Marr

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Karla McCafferty

    Executive Director

    Total calculated
    $269,621
    From this org
    $269,621
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,201
    Bonus
    $19,354
    Other
    $0
    Deferred
    $30,000
    Nontaxable benefits
    $9,933
    Filer's total
    $319,488

  • Shelly Uhrig

    Chief Operations Officer

    Total calculated
    $209,251
    From this org
    $209,251
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,274
    Bonus
    $16,403
    Other
    $0
    Deferred
    $29,929
    Nontaxable benefits
    $9,426
    Filer's total
    $258,032

  • Joel Suckow

    Medical Director

    Total calculated
    $453,520
    From this org
    $453,520
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $450,337
    Bonus
    $6,100
    Other
    $0
    Deferred
    $29,062
    Nontaxable benefits
    $2,917
    Filer's total
    $488,416

  • James Hodgson

    Info. Tech. Director

    Total calculated
    $163,797
    From this org
    $163,797
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,594
    Bonus
    $6,100
    Other
    $0
    Deferred
    $22,343
    Nontaxable benefits
    $1,896
    Filer's total
    $189,933

  • Heidi Herinckx

    OR Centers for Excellence Director

    Total calculated
    $140,068
    From this org
    $140,068
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Nancy Fitting

    Human Resource Dir.

    Total calculated
    $143,853
    From this org
    $143,853
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Clint Mooney

    Assoc. Clinical Dir.

    Total calculated
    $143,873
    From this org
    $143,873
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Christina Shayne

    Finance Director

    Total calculated
    $132,523
    From this org
    $132,523
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Duward Brown

    Housing & Facilities Dir.

    Total calculated
    $143,000
    From this org
    $143,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Joann Gillyatt

    Fmr. HR Director

    Total calculated
    $11,889
    From this org
    $11,889
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Lance Dickson

    Clinical Director

    Total calculated
    $149,493
    From this org
    $149,493
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Peter Millard

    Psych. Mental Health Nurse Practitioner

    Total calculated
    $103,792
    From this org
    $103,792
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Dawn Cogliser

    Nurse Practitioner

    Total calculated
    $168,503
    From this org
    $168,503
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,557
    Bonus
    $6,300
    Other
    $0
    Deferred
    $8,276
    Nontaxable benefits
    $4,166
    Filer's total
    $183,299

  • Malia Johnson

    Nurse Practitioner

    Total calculated
    $156,169
    From this org
    $156,169
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,463
    Bonus
    $12,815
    Other
    $0
    Deferred
    $7,910
    Nontaxable benefits
    $800
    Filer's total
    $172,988

  • Jason Margulis

    Residential Prog. Supervisor

    Total calculated
    $148,458
    From this org
    $148,458
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Agnes Ezekiel

    MH Nurse Practitioner

    Total calculated
    $141,808
    From this org
    $141,808
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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
14 October 2024
IRS schema version
2023v6.0
Source object
202521339349305802

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