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Nonprofiteer
← VITA LIVING INC

Form 990 for tax year 2023

Filed by VITA LIVING INC.

Totals

Total revenue
$8,534,634
Total expenses
$7,708,043
Contributions and grants received
$1,215,663
Grants paid
$0
Program service revenue
$7,222,531
Investment income
$29,733
Other revenue
$66,707
Total assets, end of year
$7,975,699
Total liabilities, end of year
$3,524,385
Net assets or fund balances, end of year
$4,451,314
Program services expenses (Part IX)
$6,596,135
Management and general expenses
$860,922
Fundraising expenses
$250,986
Program service expenses (Part III)
$6,596,135

Program services were 85.6% 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.

  • 1c · Fundraising events

    $138,371

  • 1d · Related organizations

    $439,246

  • 1f · All other contributions, gifts and grants

    $638,046

  • 2a · Program service revenue: MEDICAID

    total $6,637,758 · related or exempt $6,637,758

  • 2b · Program service revenue: ROOM AND BOARD

    total $551,467 · related or exempt $551,467

  • 2c · Program service revenue: OTHER

    total $19,506 · related or exempt $19,506

  • 2d · Program service revenue: HCS COVID 19 RELIEF PA

    total $13,800 · related or exempt $13,800

  • 3 · Investment income

    total $76,000 · excluded $76,000

  • 7a · Gross sales of assets other than inventory

    securities $797,365

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

    securities $843,632

  • 7c · Gain or loss

    securities -$46,267

  • 7d · Net gain or loss

    total -$46,267 · excluded -$46,267

  • 8a · Fundraising events: gross income

    $128,750

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

    $138,371

  • 8b · Fundraising events: direct expenses

    $81,563

  • 8c · Net income from fundraising events

    total $47,187 · excluded $47,187

  • 11a · Other revenue: SETTLEMENT PROCEEDS

    total $13,600 · related or exempt $13,600

  • 11b · Other revenue: OTHER

    total $5,920 · related or exempt $5,920

  • 11e · Other revenue, total

    $19,520

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $471,334 · program services $172,060 · management and general $161,454 · fundraising $137,820

  • 7 · Other salaries and wages

    total $3,828,870 · program services $3,479,480 · management and general $330,183 · fundraising $19,207

  • 8 · Pension plan contributions

    total $55,559 · program services $39,243 · management and general $16,316

  • 9 · Other employee benefits

    total $206,315 · program services $135,530 · management and general $60,395 · fundraising $10,390

  • 10 · Payroll taxes

    total $358,181 · program services $309,752 · management and general $36,338 · fundraising $12,091

  • 11c · Fees: accounting

    total $18,600 · management and general $18,600

  • 11f · Fees: investment management

    total $10,201 · management and general $10,201

  • 11g · Fees: other

    total $125,727 · program services $68,056 · management and general $17,155 · fundraising $40,516

  • 12 · Advertising and promotion

    total $74 · management and general $74

  • 13 · Office expenses

    total $33,468 · program services $6,027 · management and general $12,715 · fundraising $14,726

  • 14 · Information technology

    total $120,026 · program services $54,370 · management and general $65,656

  • 16 · Occupancy

    total $606,685 · program services $527,621 · management and general $78,114 · fundraising $950

  • 17 · Travel

    total $56,411 · program services $55,482 · management and general $555 · fundraising $374

  • 19 · Conferences, conventions and meetings

    total $11,320 · program services $7,551 · management and general $3,769

  • 22 · Depreciation, depletion and amortization

    total $185,270 · program services $168,910 · management and general $16,360

  • 23 · Insurance

    total $118,741 · program services $106,558 · management and general $12,183

  • 24a · Other expenses: HOST HOME AND MEDICAL C

    total $742,171 · program services $742,171

  • 24b · Other expenses: FOOD AND DIETARY SUPPLI

    total $222,238 · program services $222,238

  • 24c · Other expenses: MAINTENANCE AND REPAIRS

    total $214,421 · program services $214,016 · management and general $405

  • 24d · Other expenses: UTILITIES

    total $168,018 · program services $157,027 · management and general $10,553 · fundraising $438

  • 24e · All other expenses

    total $154,413 · program services $130,043 · management and general $9,896 · fundraising $14,474

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $756,158 · end of year $856,411

  • 2 · Savings and temporary cash investments

    beginning of year $701,313 · end of year $250,000

  • 3 · Pledges and grants receivable

    beginning of year $46,307 · end of year $43,518

  • 4 · Accounts receivable

    beginning of year $564,739 · end of year $788,482

  • 9 · Prepaid expenses and deferred charges

    beginning of year $90,786 · end of year $51,664

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

    $2,387,090

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

    $1,673,923

  • 10c · Land, buildings and equipment, net

    beginning of year $809,829 · end of year $713,167

  • 11 · Investments: publicly traded securities

    beginning of year $1,054,508 · end of year $2,395,101

  • 15 · Other assets

    beginning of year $3,532,889 · end of year $2,877,356

  • 17 · Accounts payable and accrued expenses

    beginning of year $341,457 · end of year $458,881

  • 25 · Other liabilities

    beginning of year $3,688,489 · end of year $3,065,504

  • 27 · Net assets without donor restrictions

    beginning of year $3,480,276 · end of year $4,407,796

  • 28 · Net assets with donor restrictions

    beginning of year $46,307 · end of year $43,518

Mission and programs · 2023

Mission

OUR MISSION IS TO PROVIDE SERVICES AND SUPPORTS TO CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, TO PROMOTE PERSONAL GROWTH TOWARD A SAFE, SATISFYING, AND MEANINGFUL LIFE.

Activities or mission (Part I)

OUR MISSION IS TO PROVIDE SERVICES AND SUPPORTS TO CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, TO PROMOTE PERSONAL GROWTH TOWARD A SAFE, SATISFYING, AND MEANINGFUL LIFE IN THE COMMUNITY.

  • VITA LIVING PROVIDES COMPREHENSIVE, LIFELONG SERVICES FOR CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITES. IN 2023, WE SERVED 399 INDIVIDUALS IN TEXAS THROUGH THREE SECTORS; RESIDENTIAL (20 GROUP HOME IN HOUSTON), CASE MANAGEMENT, AND THE VITA LIVING CENTER (OUR DAY PROGRAM, WHICH IS CENTRALLY LOCATED AMONGST OUR GROUP HOMES). WE ALSO PROVIDE CLINICAL, BEHAVIORAL, AND TRANSPORTATION SERVICES TO EACH OF OUR RESIDENTS.

    Expenses $6,596,135 · Revenue $7,242,051

As filed on the 2023 return.

Listed in Part VII

  • KRISTEN PERRIN

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • KIP ALTSTAETTER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • GREGORY KUTKA

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • COURTNEY ANDERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EMILY RICH ANDERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ARDON ARMSTRONG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEFF BISHOP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SARAHBETH BUSH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JILL CASE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DOUGLAS A DAWSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EMILY GLASSEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALICIA HASELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARGOT F HOGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHAZ KLAES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KEVIN A MCLAUGHLIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRIS MEHLING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAMELA PERILLOUX

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RUSTY SEWELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRYAN P SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDREW WALLACE PH D

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RENEE WALLACE

    FOUNDER

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH COOPER

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $191,413
    From this org
    $171,145
    From related orgs
    $0
    Other
    $20,268
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $171,145
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $20,268
    Filer's total
    $191,413

  • LORRIE CHRETIEN

    CHIEF PROGRAM OFFICER

    Total calculated
    $95,729
    From this org
    $91,076
    From related orgs
    $0
    Other
    $4,653
    Hours/week
    40

  • RICHARD GRABER

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $106,400
    From this org
    $99,302
    From related orgs
    $0
    Other
    $7,098
    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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
21 August 2024
IRS schema version
2023v5.1
Source object
202412349349300901

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