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Nonprofiteer
← OAKLAND LIVINGSTON HUMAN SERVICE AGENCY

Form 990 for tax year 2022

Filed by OAKLAND LIVINGSTON HUMAN SERVICE AGENCY.

Totals

Total revenue
$34,204,289
Total expenses
$34,084,449
Contributions and grants received
$33,220,422
Grants paid
$4,664,772
Program service revenue
$834,152
Investment income
$117,662
Other revenue
$32,053
Total assets, end of year
$16,281,516
Total liabilities, end of year
$13,022,818
Net assets or fund balances, end of year
$3,258,698
Program services expenses (Part IX)
$32,102,478
Management and general expenses
$1,721,800
Fundraising expenses
$260,171
Program service expenses (Part III)
$32,102,478

Program services were 94.2% 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

    $90,088

  • 1e · Government grants (contributions)

    $31,072,859

  • 1f · All other contributions, gifts and grants

    $2,057,475

  • 1g · Noncash contributions included above

    $1,044,463

  • 2a · Program service revenue: FEES FOR SERVICE

    total $818,333 · related or exempt $818,333

  • 2b · Program service revenue: GCCARD REVENUE

    total $15,819 · related or exempt $15,819

  • 3 · Investment income

    total $96,640 · related or exempt $96,640

  • 7a · Gross sales of assets other than inventory

    securities $21,022

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

    securities $0

  • 7c · Gain or loss

    securities $21,022

  • 7d · Net gain or loss

    total $21,022 · related or exempt $21,022

  • 8a · Fundraising events: gross income

    $44,596

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

    $90,088

  • 8b · Fundraising events: direct expenses

    $12,543

  • 8c · Net income from fundraising events

    total $32,053 · excluded $32,053

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,828,634 · program services $3,828,634

  • 2 · Grants to domestic individuals

    total $836,138 · program services $836,138

  • 5 · Compensation of officers, directors and key employees

    total $874,122 · program services $830,172 · management and general $28,914 · fundraising $15,036

  • 7 · Other salaries and wages

    total $8,732,923 · program services $8,293,839 · management and general $288,864 · fundraising $150,220

  • 9 · Other employee benefits

    total $4,181,780 · program services $3,828,502 · management and general $303,940 · fundraising $49,338

  • 11b · Fees: legal

    total $31,562 · program services $28,721 · management and general $2,841

  • 11c · Fees: accounting

    total $169,027 · program services $153,815 · management and general $15,212

  • 11g · Fees: other

    total $2,863,675 · program services $2,602,931 · management and general $250,653 · fundraising $10,091

  • 16 · Occupancy

    total $1,474,380 · program services $1,315,226 · management and general $159,154

  • 17 · Travel

    total $284,546 · program services $256,680 · management and general $27,387 · fundraising $479

  • 24a · Other expenses: SPECIFIC ASSISTANCE

    total $9,041,293 · program services $8,975,233 · management and general $66,060

  • 24b · Other expenses: OTHER COSTS

    total $982,280 · program services $452,269 · management and general $529,414 · fundraising $597

  • 24c · Other expenses: CONSUMABLE SUPPLIES

    total $784,089 · program services $700,318 · management and general $49,361 · fundraising $34,410

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$11,942 · end of year $37,402

  • 2 · Savings and temporary cash investments

    beginning of year $1,474,431 · end of year $23,295

  • 4 · Accounts receivable

    beginning of year $6,171,784 · end of year $5,224,511

  • 7 · Other notes and loans receivable

    beginning of year $2,436,222 · end of year $2,603,603

  • 8 · Inventories for sale or use

    beginning of year $70,058 · end of year $76,788

  • 9 · Prepaid expenses and deferred charges

    beginning of year $250,219 · end of year $162,333

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

    $748,674

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

    $519,335

  • 10c · Land, buildings and equipment, net

    beginning of year $295,807 · end of year $229,339

  • 11 · Investments: publicly traded securities

    beginning of year $1,947,293 · end of year $1,595,543

  • 12 · Investments: other securities

    beginning of year $394,028 · end of year $347,611

  • 15 · Other assets

    beginning of year $0 · end of year $5,981,091

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,444,934 · end of year $5,063,574

  • 19 · Deferred revenue

    beginning of year $3,296,086 · end of year $1,318,281

  • 25 · Other liabilities

    beginning of year $717,293 · end of year $6,640,963

  • 27 · Net assets without donor restrictions

    beginning of year $3,028,387 · end of year $2,913,471

  • 28 · Net assets with donor restrictions

    beginning of year $541,200 · end of year $345,227

Mission and programs · 2022

Mission

TO ENABLE THE LOW INCOME, ELDERLY AND DISABLED OF OAKLAND AND LIVINGSTON COUNTY TO BECOME MORE SELF-SUFFICIENT.

  • CHILD & FAMILY SERVICES DIVISION:EARLY CHILDHOOD PROGRAMS - AN IMPORTANT PART OF OLHSA'S MISSION IS HELPING YOUNG CHILDREN FULFILL THEIR POTENTIAL. WE OFFER SEVERAL PROGRAMS DESIGNED TO MAKE SURE CHILDREN HAVE ACCESS TO THE NUTRITIONAL, MEDICAL, AND EDUCATIONAL SERVICES THEY NEED. TOGETHER THESE PROGRAMS PROVIDE YOUNG CHILDREN AND THEIR FAMILIES WITH OPPORTUNITIES BOTH IN AND OUT OF THE CLASSROOM; OPPORTUNITIES THAT THEY MIGHT NOT HAVE OTHERWISE. MANY OF THESE PROGRAMS ALSO OFFER SUPPORT FOR THE FAMILY SINCE HEALTHY CHILDHOOD DEVELOPMENT DEPENDS JUST AS MUCH ON STRONG FAMILY RELATIONSHIPS AND READY ACCESS TO PHYSICIANS AS IT DOES ON HAVING A POSITIVE CLASSROOM ENVIRONMENT. ELIGIBILITY FOR THESE PROGRAMS IS DETERMINED PRIMARILY BY INCOME AND AGE BUT SPECIAL CONSIDERATION IS GIVEN TO OTHER FACTORS

    Expenses $25,743,178 · Grants $4,000,074 · Revenue $27,428,633

  • FOOD SERVICES DIVISION:FOOD PANTRIES - FOOD DISTRIBUTIONEMERGENCY FOOD ASSISTANCE, A FEDERAL PROGRAM THAT HELPS SUPPLEMENT THE DIETS OF LOW-INCOME AMERICANS, INCLUDING ELDERLY PEOPLE, BY PROVIDING THEM WITH EMERGENCY FOOD AND NUTRITION ASSISTANCE AT NO COST.THE EMERGENCY FOOD ASSISTANCE (TEFAP) - VARIOUS FOOD STAPLES ARE DISTRIBUTED TO LOW-INCOME HOUSEHOLDS ON A QUARTERLY BASIS.

    Expenses $2,558,188 · Grants $139,875 · Revenue $2,725,678

  • ENERGY SERVICES DIVISIONENERGY OPTIMIZATION PROGRAM:PROVIDES ENERGY EFFICIENT HOME IMPROVEMENTS POSSIBLY INCLUDING CFL LIGHT BULBS, ENERGY STAR REFRIGERATORS, INSULATION, PROGRAMMABLE THERMOSTATS, AIR SEALING, HIGH EFFICIENCY FURNACES, AND HIGH EFFICIENCY WATER HEATERS.

    Expenses $3,801,112 · Grants $524,822 · Revenue $4,049,978

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

Listed in Part VII

  • Brent Earl

    BOARD VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • Brian Berryman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Crystal Szelap

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Douglas Williams

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Erica Goldston

    DIRECTOR OF HUMAN RESOURCE

    Total calculated
    $108,706
    From this org
    $88,481
    From related orgs
    $0
    Other
    $20,225
    Hours/week
    40

  • Heather Zeigler

    DIRECTOR OF HEALTH, HOUSIN

    Total calculated
    $110,905
    From this org
    $92,713
    From related orgs
    $0
    Other
    $18,192
    Hours/week
    40

  • Janet Jackson

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Janice Smith

    DIRECTOR OF EARLY CHILDHOO

    Total calculated
    $121,933
    From this org
    $84,396
    From related orgs
    $0
    Other
    $37,537
    Hours/week
    40

  • Janis Jordan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Kathryn Flanery

    DIRECTOR OF ENERGY & COMMU

    Total calculated
    $109,698
    From this org
    $81,856
    From related orgs
    $0
    Other
    $27,842
    Hours/week
    40

  • Khalfani Stephens

    BOARD CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • Susan White

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Angela Powell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Cole Yoakum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Debbie Miller

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Douglas Helzerman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Ellen Terpening

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Faris Alami

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Holbert Maxey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Joe Del Morone

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Kathy Davis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Lisa Straske

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Maureen Parrish

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Patty Soma

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Phyllis McMillen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Taressa S Ariss

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Tony Soma

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Willia M Wright

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Yohnnes Bolds

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Bradley Michaud

    CFO

    Total calculated
    $136,777
    From this org
    $123,158
    From related orgs
    $0
    Other
    $13,619
    Hours/week
    40

  • Susan Harding

    CEO

    Total calculated
    $178,100
    From this org
    $140,889
    From related orgs
    $0
    Other
    $37,211
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,889
    Bonus
    $0
    Other
    $0
    Deferred
    $11,976
    Nontaxable benefits
    $25,235
    Filer's total
    $178,100

  • James Cole

    TECHNOLOGY MANAGER

    Total calculated
    $161,868
    From this org
    $120,577
    From related orgs
    $0
    Other
    $41,291
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $120,577
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $41,291
    Filer's total
    $161,868

  • William Pagen

    TECHNOLOGY DIRECTOR

    Total calculated
    $171,626
    From this org
    $142,052
    From related orgs
    $0
    Other
    $29,574
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,052
    Bonus
    $0
    Other
    $0
    Deferred
    $3,526
    Nontaxable benefits
    $26,048
    Filer's total
    $171,626

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 · 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

  • WATERFORD SCHOOL DISTRICT

    $782,817

    HEAD START GRANT

  • LAKE ORION SCHOOL DISTRICT

    $731,098

    HEAD START GRANT

  • FARMINGTON SCHOOL DISTRICT

    $722,081

    HEAD START GRANT

  • WALLED LAKE SCHOOL DISTRICT

    $398,688

    HEAD START GRANT

  • BERKLEY SCHOOL DISTRICT

    $362,781

    HEAD START GRANT

  • FERNDALE SCHOOL DISTRICT

    $351,427

    HEAD START GRANT

  • HOLLY SCHOOL DISTRICT

    $302,608

    HEAD START GRANT

  • LAMPHERE SCHOOL DISTRICT

    $177,134

    HEAD START GRANT

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.

  • VENUTRE INC

    501(C)3 · PROVIDE DECENT AFFORDABLE HOUSING FOR PERSONS OF LOW AND MODERATE INCOME · MI

    Directly controlled by OAKLAND LIVINGSTON HUMAN SERVICES AGENCY

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • VENTURE GRAND RIVER LDHA LP

    DEVELOP LOW COST AND AFFORDABLE HOUSING · MI

  • VENTURE GATEWAY LDHA LP

    DEVELOP LOW COST AND AFFORDABLE HOUSING · MI

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202313119349302851

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