Totals
- Total revenue
- $31,759,046
- Total expenses
- $33,272,092
- Contributions and grants received
- $1,362,531
- Grants paid
- $0
- Program service revenue
- $30,436,389
- Investment income
- $37,311
- Other revenue
- -$77,185
- Total assets, end of year
- $12,999,263
- Total liabilities, end of year
- $5,752,589
- Net assets or fund balances, end of year
- $7,246,674
- Program services expenses (Part IX)
- $29,634,047
- Management and general expenses
- $2,900,679
- Fundraising expenses
- $737,366
- Program service expenses (Part III)
- $29,634,047
Program services were 89.1% 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
$253,000
-
1f · All other contributions, gifts and grants
$1,109,531
-
1g · Noncash contributions included above
$45,213
-
2a · Program service revenue: CLIENT FEES
total $30,333,329 · related or exempt $30,333,329
-
2b · Program service revenue: MANAGEMENT FEES
total $77,807 · related or exempt $77,807
-
2c · Program service revenue: ADMIN. & MISC. INCOME
total $25,253 · related or exempt $25,253
-
3 · Investment income
total $47,808 · excluded $47,808
-
7a · Gross sales of assets other than inventory
securities $90,999
-
7b · Less cost or other basis and sales expenses
securities $101,496
-
7c · Gain or loss
securities -$10,497
-
7d · Net gain or loss
total -$10,497 · excluded -$10,497
-
8a · Fundraising events: gross income
$275,769
-
8a · Fundraising events: contributions included on line 1c
$253,000
-
8b · Fundraising events: direct expenses
$352,954
-
8c · Net income from fundraising events
total -$77,185 · excluded -$77,185
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $375,512 · management and general $168,980 · fundraising $206,532
-
7 · Other salaries and wages
total $24,829,972 · program services $23,335,870 · management and general $1,213,294 · fundraising $280,808
-
8 · Pension plan contributions
total $476,531 · program services $456,970 · management and general $18,380 · fundraising $1,181
-
9 · Other employee benefits
total $2,776,378 · program services $2,611,573 · management and general $128,897 · fundraising $35,908
-
10 · Payroll taxes
total $2,301,249 · program services $2,156,738 · management and general $110,232 · fundraising $34,279
-
13 · Office expenses
total $174,405 · program services $30,304 · management and general $125,912 · fundraising $18,189
-
16 · Occupancy
total $460,122 · program services $168,417 · management and general $290,906 · fundraising $799
-
17 · Travel
total $224,690 · program services $219,025 · management and general $4,159 · fundraising $1,506
-
19 · Conferences, conventions and meetings
total $25,973 · program services $4,448 · management and general $14,148 · fundraising $7,377
-
20 · Interest
total $123,533 · program services $15,459 · management and general $108,074
-
22 · Depreciation, depletion and amortization
total $299,369 · program services $71,520 · management and general $227,849
-
23 · Insurance
total $84,150 · program services $58,535 · management and general $23,896 · fundraising $1,719
-
24a · Other expenses: CONSULTANTS/CONTRACTORS
total $543,771 · program services $123,228 · management and general $371,578 · fundraising $48,965
-
24b · Other expenses: RECRUITMENT, HIRING AND
total $175,774 · program services $127,903 · management and general $47,798 · fundraising $73
-
24c · Other expenses: QUALITY ASSURANCE FEES
total $104,773 · program services $104,773
-
24d · Other expenses: FOOD, MEDICINE & SUPPLI
total $94,930 · program services $94,930
-
24e · All other expenses
total $200,960 · program services $54,354 · management and general $46,576 · fundraising $100,030
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $300 · end of year $300
-
2 · Savings and temporary cash investments
beginning of year $1,553,000 · end of year $1,304,193
-
3 · Pledges and grants receivable
beginning of year $110,679 · end of year $67,158
-
4 · Accounts receivable
beginning of year $2,775,960 · end of year $2,994,509
-
7 · Other notes and loans receivable
beginning of year $76,801 · end of year $78,183
-
9 · Prepaid expenses and deferred charges
beginning of year $101,505 · end of year $95,549
-
10a · Land, buildings and equipment: cost or other basis
$9,187,519
-
10b · Land, buildings and equipment: accumulated depreciation
$2,617,079
-
10c · Land, buildings and equipment, net
beginning of year $6,823,196 · end of year $6,570,440
-
11 · Investments: publicly traded securities
beginning of year $632,872 · end of year $681,564
-
15 · Other assets
beginning of year $1,005,298 · end of year $1,207,367
-
17 · Accounts payable and accrued expenses
beginning of year $1,639,322 · end of year $1,699,002
-
19 · Deferred revenue
end of year $5,843
-
23 · Secured mortgages and notes payable
beginning of year $2,761,686 · end of year $2,699,108
-
25 · Other liabilities
beginning of year $0 · end of year $1,348,636
-
27 · Net assets without donor restrictions
beginning of year $8,396,958 · end of year $6,525,043
-
28 · Net assets with donor restrictions
beginning of year $281,645 · end of year $721,631
Mission and programs · 2022
Mission
TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES IN OUR COMMUNITY BY PROVIDING A LIFETIME OF COMPASSIONATE SUPPORT IN AN ATMOSPHERE OF RESPECT, INSPIRATION AND PURPOSE.
Activities or mission (Part I)
PROVIDE A LIFETIME OF SUPPORT FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.
-
SUPPORTED (COMMUNITY) LIVING PROGRAM- INDIVIDUALIZED TRAINING AND SUPPORT FOR ADULTS AND SENIORS ENABLING THEM TO LIVE IN THEIR OWN APARTMENTS OR HOMES. SERVICES RANGE FROM A FEW HOURS WEEKLY TO 24 HOUR SUPPORT. THE AMOUNT AND TYPE OF SUPPORT PROVIDED IS INDIVIDUALIZED ACCORDING TO THE PERSON'S NEEDS. SOME AREAS OF SUPPORT MAY INCLUDE DOMESTIC SKILLS, FINANCIAL MANAGEMENT, SOCIAL SKILLS, HEALTH AND HYGIENE, COMMUNITY INTEGRATION, TRANSPORTATION SKILLS, VOCATION AND PERSONAL GROWTH. TYPICALLY, INDIVIDUALS GO OUT TO WORK OR TO A DAY PROGRAM DURING THE DAY, WHICH MAY HAVE AN EDUCATIONAL OR VOCATIONAL FOCUS, OR IN SOME CASES, BOTH.
Expenses $26,153,329 · Revenue $27,286,496
-
INTERMEDIATE CARE FACILITIES- THREE RESIDENTIAL FACILITIES PROVIDE COMPREHENSIVE SUPPORT SERVICES FOR 18 INDIVIDUALS WITH SEVERE PHYSICAL AND INTELLECTUAL DISABILITIES. STAFF ARE PRESENT ON A 24-HOUR, SEVEN DAYS A WEEK BASIS WITH REGISTERED NURSES AND DOCTORS FOR SUPPORT.
Expenses $2,215,669 · Revenue $2,032,389
-
INDEPENDENT LIVING - TWO TRAINING HOMES PROVIDE AN EDUCATIONAL ENVIRONMENT FOR ADULTS, WITH MILD DEVELOPMENTAL DISABILITES, TO LEARN THE NECESSARY INDEPENDENT LIVING AND SOCIAL SKILLS REQUIRED FOR INDEPENDENT LIVING; AS WELL AS SOCIAL SKILLS REQUIRED FOR EFFECTIVE INDEPENDENT COMMUNITY LIVING.
Expenses $821,455 · Revenue $803,067
-
OTHERS
Expenses $443,594 · Revenue $314,437
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Eric AanesERIC AANES
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Al BraytonAL BRAYTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Doug CloughDOUG CLOUGH
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Lia EconomopoulosLIA ECONOMOPOULOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Daniel EngelDANIEL ENGEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
James RicksJAMES RICKS
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Paul SmithPAUL SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Justin TedfordJUSTIN TEDFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Nancy Dow MoodyNANCY DOW MOODY
PRESIDENT & CEO
- Total calculated
- $375,512
- From this org
- $354,271
- From related orgs
- $0
- Other
- $21,241
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $304,271
- Bonus
- $50,000
- Other
- $0
- Deferred
- $11,058
- Nontaxable benefits
- $10,183
- Filer's total
- $375,512
-
Stephen MeekerSTEPHEN MEEKER
FORMER CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Andrea HendersonANDREA HENDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark JacksonMARK JACKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Susan McFaddenSUSAN MCFADDEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Rita CurtisRITA CURTIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ginny QuickGINNY QUICK
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Marsha TreadwellMARSHA TREADWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Joseph SpinelliJOSEPH SPINELLI
BOARD EMERITUS
- Total calculated
- $0
- Hours/week
- 0.5
-
Ann EliasANN ELIAS
DIRECTOR OF DEVELOPMENT
- Total calculated
- $154,066
- From this org
- $138,324
- From related orgs
- $0
- Other
- $15,742
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,324
- Bonus
- $9,000
- Other
- $0
- Deferred
- $5,533
- Nontaxable benefits
- $10,209
- Filer's total
- $154,066
-
Viola MorrisVIOLA MORRIS
DIRECTOR OF FINANCE
- Total calculated
- $199,127
- From this org
- $180,783
- From related orgs
- $0
- Other
- $18,344
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,783
- Bonus
- $12,000
- Other
- $0
- Deferred
- $6,686
- Nontaxable benefits
- $11,658
- Filer's total
- $199,127
-
Katherine O'ConnorKATHERINE O'CONNOR
DIRECTOR OF PROGRAMS & OPE
- Total calculated
- $149,510
- From this org
- $134,717
- From related orgs
- $0
- Other
- $14,793
- 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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 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.
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
RESIDENTIAL OPPORTUNITIES LLC
LOW INCOME HOUSING FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES · CA · income $24,642 · assets $110,617
Directly controlled by LIFEHOUSE INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401369349316920
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.