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Nonprofiteer
← OPPORTUNITY ENTERPRISES INC

Form 990 for tax year 2022

Filed by OPPORTUNITY ENTERPRISES INC.

Totals

Total revenue
$26,599,803
Total expenses
$22,779,110
Contributions and grants received
$10,029,724
Grants paid
$0
Program service revenue
$16,261,249
Investment income
$298,609
Other revenue
$10,221
Total assets, end of year
$22,751,413
Total liabilities, end of year
$4,620,425
Net assets or fund balances, end of year
$18,130,988
Program services expenses (Part IX)
$19,221,876
Management and general expenses
$2,839,617
Fundraising expenses
$717,617
Program service expenses (Part III)
$19,221,876

Program services were 84.4% 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.

  • 1a · Federated campaigns

    $36,853

  • 1c · Fundraising events

    $461,783

  • 1e · Government grants (contributions)

    $2,787,776

  • 1f · All other contributions, gifts and grants

    $6,743,312

  • 1g · Noncash contributions included above

    $26,715

  • 2a · Program service revenue: RESIDENTIAL SERVICES

    total $10,402,186 · related or exempt $10,402,186

  • 2b · Program service revenue: EMPLOYMENT SERVICES

    total $4,721,370 · related or exempt $4,721,370

  • 2c · Program service revenue: DAY SERVICES

    total $664,210 · related or exempt $664,210

  • 2d · Program service revenue: TRANSPORTATION SERVICES

    total $408,554 · related or exempt $408,554

  • 2e · Program service revenue: ENRICHMENT SERVICES

    total $28,731 · related or exempt $28,731

  • 2f · All other program service revenue

    total $36,198 · related or exempt $36,198

  • 3 · Investment income

    total $267,930 · excluded $267,930

  • 6a · Gross rents

    real property $129,241

  • 6b · Less rental expenses

    real property $158,745

  • 6c · Rental income or loss

    real property -$29,504

  • 6d · Net rental income or loss

    total -$29,504 · related or exempt -$29,504

  • 7a · Gross sales of assets other than inventory

    other assets $213,071

  • 7b · Less cost or other basis and sales expenses

    other assets $182,392

  • 7c · Gain or loss

    other assets $30,679

  • 7d · Net gain or loss

    total $30,679 · related or exempt $30,679

  • 8a · Fundraising events: gross income

    $66,366

  • 8a · Fundraising events: contributions included on line 1c

    $461,783

  • 8b · Fundraising events: direct expenses

    $212,653

  • 8c · Net income from fundraising events

    total -$146,287 · excluded -$146,287

  • 10a · Gross sales of inventory

    $273,074

  • 10b · Cost of goods sold

    $161,454

  • 10c · Net income from sales of inventory

    total $111,620 · related or exempt $111,620

  • 11a · Other revenue: MISC. INCOME

    total $74,392 · related or exempt $74,392

  • 11e · Other revenue, total

    $74,392

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $322,010 · management and general $322,010

  • 7 · Other salaries and wages

    total $13,066,594 · program services $11,481,760 · management and general $1,081,184 · fundraising $503,650

  • 8 · Pension plan contributions

    total $222,383 · program services $184,127 · management and general $30,428 · fundraising $7,828

  • 9 · Other employee benefits

    total $2,229,215 · program services $1,781,721 · management and general $382,413 · fundraising $65,081

  • 10 · Payroll taxes

    total $982,947 · program services $839,470 · management and general $105,438 · fundraising $38,039

  • 11b · Fees: legal

    total $14,931 · program services $1,378 · management and general $13,553

  • 11c · Fees: accounting

    total $164,464 · program services $34,901 · management and general $129,563

  • 11d · Fees: lobbying

    total $2,481 · program services $2,481

  • 11g · Fees: other

    total $404,698 · program services $135,907 · management and general $247,894 · fundraising $20,897

  • 12 · Advertising and promotion

    total $24,188 · program services $13,818 · management and general $2,325 · fundraising $8,045

  • 13 · Office expenses

    total $371,706 · program services $308,284 · management and general $25,096 · fundraising $38,326

  • 14 · Information technology

    total $327,348 · program services $71,018 · management and general $243,594 · fundraising $12,736

  • 15 · Royalties

    total $2,945 · program services $2,945

  • 16 · Occupancy

    total $752,769 · program services $704,873 · management and general $47,856 · fundraising $40

  • 17 · Travel

    total $791,136 · program services $759,208 · management and general $27,047 · fundraising $4,881

  • 19 · Conferences, conventions and meetings

    total $41,138 · program services $14,543 · management and general $21,205 · fundraising $5,390

  • 22 · Depreciation, depletion and amortization

    total $676,811 · program services $644,535 · management and general $31,531 · fundraising $745

  • 24a · Other expenses: PASS-THRU GRANTS

    total $1,502,613 · program services $1,502,613

  • 24b · Other expenses: PROVIDER ASSESSMENT

    total $277,448 · program services $277,448

  • 24c · Other expenses: FOOD & BEVERAGE

    total $204,967 · program services $191,314 · management and general $11,526 · fundraising $2,127

  • 24d · Other expenses: EQUIP/MAINT/LEASE

    total $127,493 · program services $83,863 · management and general $42,333 · fundraising $1,297

  • 24e · All other expenses

    total $268,825 · program services $185,669 · management and general $74,621 · fundraising $8,535

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,799,202 · end of year $2,407,393

  • 2 · Savings and temporary cash investments

    beginning of year $1,117,527 · end of year $1,367,527

  • 3 · Pledges and grants receivable

    beginning of year $1,137,864 · end of year $1,021,994

  • 4 · Accounts receivable

    beginning of year $1,526,350 · end of year $3,494,195

  • 8 · Inventories for sale or use

    beginning of year $40,021 · end of year $30,667

  • 9 · Prepaid expenses and deferred charges

    beginning of year $575,368 · end of year $451,655

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

    $22,081,520

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

    $12,258,646

  • 10c · Land, buildings and equipment, net

    beginning of year $6,367,233 · end of year $9,822,874

  • 15 · Other assets

    beginning of year $6,550,035 · end of year $4,155,108

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,009,793 · end of year $2,551,008

  • 19 · Deferred revenue

    beginning of year $659,054 · end of year $152,155

  • 23 · Secured mortgages and notes payable

    beginning of year $1,544,449 · end of year $1,403,632

  • 25 · Other liabilities

    beginning of year $44,402 · end of year $513,630

  • 27 · Net assets without donor restrictions

    beginning of year $11,161,739 · end of year $16,486,722

  • 28 · Net assets with donor restrictions

    beginning of year $4,694,163 · end of year $1,644,266

Mission and programs · 2022

Mission

THE MISSION OF OPPORTUNITY ENTERPRISES IS TO CREATE INCLUSIVE AND EQUITABLE OPPORTUNITIES FOR PEOPLE OF ALL ABILITIES. THE AGENCY PROVIDES VOCATIONAL TRAINING, DAY SERVICES, TRANSPORTATION, AND RESIDENTIAL SERVICES TO CLIENTS IN PORTER COUNTY, INDIANA.

  • OPPORTUNITY ENTERPRISES, INC. PROVIDES A VARIETY OF SERVICES TO INDIVIDUALS IN THEIR RESIDENCE. THE AGENCY CURRENTLY OPERATES SEVEN GROUP HOMES DEDICATED TO SERVING INDIVIDUALS WITH A RANGE OF MILD TO SEVERE AND PROFOUND DEVELOPMENTAL DISABILITIES. THE HOMES PROVIDE A NATURAL, NON- CLINICAL SETTING TO FOSTER A SENSE OF FAMILIAL COMFORT AND STABILITY FOR OUR RESIDENTS. FIVE GROUP HOMES CURRENTLY SUPPORT SIX RESIDENTS, ONE GROUP HOME SUPPORTS SEVEN RESIDENTS, AND ONE GROUP HOME SUPPORTS EIGHT RESIDENTS, TO OPTIMIZE OPPORTUNITIES FOR INDIVIDUAL AND GROUP TRAINING IN AREAS OF DAILY LIVING, LEISURE SKILLS, AND COMMUNITY INTEGRATION, AND ALSO SUPPORTS INDIVIDUALS IN GROUP HOMES WITH ADDITIONAL MEDICAL AND NUTRITIONAL SUPPORT. IN ADDITION, THE AGENCY ALSO HAS A SUPPORTED LIVING PROGRAM, WHICH PROVIDES SUPPORT TO ADULTS WITH DISABILITIES WHO WANT TO LIVE IN THEIR OWN APARTMENT OR HOME. PARTICIPANTS RECEIVE SUPPORT ON AN AS-NEEDED BASIS THROUGH INDIVIDUALIZED PROGRAMS DEVELOPED AND IMPLEMENTED TO SPECIFIC NEEDS. FINALLY, THE AGENCY PROVIDES RESPITE SERVICES, WHICH ARE DESIGNATED BY THE STATE TO BE "RELIEF OF THE PRIMARY CAREGIVER".

    Expenses $10,232,237 · Revenue $10,402,186

  • OPPORTUNITY ENTERPRISES, INC. PROVIDES MANY JOB PLACEMENT OPTIONS FOR THEIR CLIENTS, BOTH WITHIN THE FACILITY AND WITHIN THE COMMUNITY. JOBSOURCE SPECIALIZES IN HELPING INDIVIDUALS WITH DISABILITIES FIND AND KEEP MEANINGFUL EMPLOYMENT. OUTSOURCE SOLUTIONS, CLEAN TEAM, AND SECURE SHRED ARE DIVISIONS OF OPPORTUNITY ENTERPRISES WHICH PROVIDE SERVICES FOR BUSINESSES WHILE ALSO PROVIDING MEANINGFUL WORK FOR CHALLENGED INDIVIDUALS. AT THE SIMPLY AMAZING MARKET, OPPORTUNITY ENTERPRISES STRIVES TO HELP INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES REACH THEIR FULLEST POTENTIAL BY TEACHING FOOD PRODUCTION AND CUSTOMER SERVICE SKILLS.

    Expenses $5,542,219 · Revenue $4,721,370

  • OPPORTUNITY ENTERPRISES, INC. OFFERS VARIOUS DAY SERVICE OPTIONS FOR CONSUMERS INTERESTED IN A STRUCTURED AND MEANINGFUL DAY. THE AGENCY OFFERS SEVERAL CURRICULUM-BASED DAY HABILITATION PROGRAMS. AT THE AGENCY'S LAKESIDE FACILITY, THE RENEWED HORIZONS PROGRAM SERVICES THE AGING POPULATION. ALSO LOCATED AT THE AGENCY'S LAKESIDE FACILITY, ENRICHING POSSIBILITIES IS A PROGRAM DESIGNED TO FIT THE NEEDS OF INDIVIDUALS WITH MULTIPLE OR SEVERE DISABILITIES IN A GOAL-ORIENTED ENVIRONMENT. DAILY LIVING SKILLS OFFERS A VARIETY OF OPPORTUNITIES TO LEARN VARIOUS DAILY LIFE SKILLS FOR INDIVIDUALS WITH MULTIPLE OR SEVERE DISABILITIES.

    Expenses $2,042,449 · Revenue $664,210

  • OPPORTUNITY ENTERPRISES, INC. PROVIDES CONVENIENT AND ACCESSIBLE TRANSPORTATION SERVICES TO RESIDENTS OF PORTER COUNTY AND SELECT AREAS OF NEIGHBORING COUNTIES. WITHIN DAY PROGRAMMING, OPPORTUNITY ENTERPRISES, INC. PROVIDES A VARIETY OF CURRICULUM WHICH PROVIDE CONSUMERS WITH CREATED AND POSITIVE OUTLETS FOR THEIR INTERESTS AND TALENTS. SOME PROGRAMS INCLUDE ASSISTIVE TECHNOLOGY AND ART ENRICHMENT. ADDITIONALLY, OPPORTUNITY ENTERPRISES, INC. PROVIDES COMMUNITY INTEGRATION FOR OUR CLIENTS TO PARTICIPATE IN COMMUNITY OFFERINGS. OPPORTUNITY ENTERPRISES, INC. PROVIDES A VARIETY OF OTHER SERVICES TO CLIENTS THROUGHOUT NORTHWEST INDIANA.

    Expenses $1,404,971 · Revenue $660,670

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Neil Samahon

    CEO

    Total calculated
    $196,495
    From this org
    $190,391
    From related orgs
    $0
    Other
    $6,104
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,075
    Bonus
    $100
    Other
    $216
    Deferred
    $6,104
    Nontaxable benefits
    not reported
    Filer's total
    $196,495

  • Deborah Cummins

    SUPPORTED LI

    Total calculated
    $134,367
    From this org
    $129,207
    From related orgs
    $0
    Other
    $5,160
    Hours/week
    102

  • Tyrone Roberts

    SUPPORTED LI

    Total calculated
    $123,592
    From this org
    $123,592
    From related orgs
    $0
    Other
    $0
    Hours/week
    107

  • Valerie Thill

    CPO

    Total calculated
    $113,207
    From this org
    $108,863
    From related orgs
    $0
    Other
    $4,344
    Hours/week
    40

  • Angela Harris

    SUPPORTED LI

    Total calculated
    $109,417
    From this org
    $105,242
    From related orgs
    $0
    Other
    $4,175
    Hours/week
    90

  • Mark Fisher

    CFO

    Total calculated
    $108,436
    From this org
    $104,276
    From related orgs
    $0
    Other
    $4,160
    Hours/week
    40

  • Jodi Barnard

    SR DIRECTOR

    Total calculated
    $105,530
    From this org
    $102,464
    From related orgs
    $0
    Other
    $3,066
    Hours/week
    40

  • Nicole Alcorn

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jim Alex

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rick Amrhein

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chris Beebe

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Beth Casbon

    VICE CHAIRPE

    Total calculated
    $0
    Hours/week
    1

  • Denise Conlon

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Freyek

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Rod Gayda

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Erin Hawkins

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shannon Lee

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patrick Lyp

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • George Pati

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Marc Ruiz

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kathleen Smith

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Swearington

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ann Marie Woolwine

    MEMBER

    Total calculated
    $0
    Hours/week
    1

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

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
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202401359349301980

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