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Nonprofiteer
← OCCUPATIONAL SERVICES INCORPORATED

Form 990 for tax year 2024

Filed by OCCUPATIONAL SERVICES INCORPORATED.

Totals

Total revenue
$3,801,732
Total expenses
$3,637,293
Contributions and grants received
$125,071
Grants paid
$0
Program service revenue
$3,510,713
Investment income
$149,662
Other revenue
$16,286
Total assets, end of year
$7,473,384
Total liabilities, end of year
$298,153
Net assets or fund balances, end of year
$7,175,231
Program services expenses (Part IX)
$2,895,109
Management and general expenses
$644,648
Fundraising expenses
$97,536
Program service expenses (Part III)
$2,895,109

Program services were 79.6% 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

    $3,930

  • 1f · All other contributions, gifts and grants

    $121,141

  • 2a · Program service revenue: INTELLECTUAL DISABILITIES

    total $2,106,836 · related or exempt $2,106,836

  • 2b · Program service revenue: PROGRAM ACTIVITIES

    total $856,549 · related or exempt $856,549

  • 2c · Program service revenue: VOCATIONAL REHABILITATION

    total $285,109 · related or exempt $285,109

  • 2d · Program service revenue: MENTAL HEALTH

    total $259,291 · related or exempt $259,291

  • 2e · Program service revenue: PRIVATE PAY

    total $2,928 · related or exempt $2,928

  • 3 · Investment income

    total $140,659 · excluded $140,659

  • 7a · Gross sales of assets other than inventory

    securities $1,391,325

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

    securities $1,374,490 · other assets $7,832

  • 7c · Gain or loss

    securities $16,835 · other assets -$7,832

  • 7d · Net gain or loss

    total $9,003 · excluded $9,003

  • 8a · Fundraising events: gross income

    $29,841

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

    $3,930

  • 8b · Fundraising events: direct expenses

    $16,046

  • 8c · Net income from fundraising events

    total $13,795 · excluded $13,840

  • 11a · Other revenue: MISCELLANEOUS

    total $2,491 · related or exempt $2,491

  • 11e · Other revenue, total

    $2,491

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $212,907 · program services $169,464 · management and general $37,733 · fundraising $5,710

  • 7 · Other salaries and wages

    total $2,021,752 · program services $1,609,218 · management and general $358,320 · fundraising $54,214

  • 8 · Pension plan contributions

    total $50,113 · program services $39,888 · management and general $8,882 · fundraising $1,343

  • 9 · Other employee benefits

    total $525,419 · program services $418,208 · management and general $93,121 · fundraising $14,090

  • 10 · Payroll taxes

    total $171,865 · program services $136,796 · management and general $30,460 · fundraising $4,609

  • 11c · Fees: accounting

    total $42,639 · program services $33,939 · management and general $7,557 · fundraising $1,143

  • 11g · Fees: other

    total $36,883 · program services $29,357 · management and general $6,537 · fundraising $989

  • 12 · Advertising and promotion

    total $2,336 · program services $1,859 · management and general $414 · fundraising $63

  • 13 · Office expenses

    total $34,445 · program services $27,416 · management and general $6,105 · fundraising $924

  • 14 · Information technology

    total $30,679 · program services $24,419 · management and general $5,437 · fundraising $823

  • 16 · Occupancy

    total $49,854 · program services $39,681 · management and general $8,836 · fundraising $1,337

  • 17 · Travel

    total $1,510 · program services $1,202 · management and general $268 · fundraising $40

  • 20 · Interest

    total $3,023 · program services $2,406 · management and general $536 · fundraising $81

  • 22 · Depreciation, depletion and amortization

    total $134,227 · program services $106,839 · management and general $23,789 · fundraising $3,599

  • 23 · Insurance

    total $25,983 · program services $20,681 · management and general $4,605 · fundraising $697

  • 24a · Other expenses: OPERATION OF VEHICLES

    total $94,689 · program services $75,368 · management and general $16,782 · fundraising $2,539

  • 24b · Other expenses: MATERIALS AND SUPPLIES

    total $74,084 · program services $58,967 · management and general $13,130 · fundraising $1,987

  • 24c · Other expenses: BUILDING MAINTENANCE

    total $56,834 · program services $45,237 · management and general $10,073 · fundraising $1,524

  • 24d · Other expenses: CLIENT AWARDS

    total $24,224 · program services $19,281 · management and general $4,293 · fundraising $650

  • 24e · All other expenses

    total $43,827 · program services $34,883 · management and general $7,770 · fundraising $1,174

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,305,052 · end of year $761,837

  • 4 · Accounts receivable

    beginning of year $319,076 · end of year $327,082

  • 8 · Inventories for sale or use

    beginning of year $48,074 · end of year $73,079

  • 9 · Prepaid expenses and deferred charges

    beginning of year $26,610 · end of year $10,299

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

    $3,363,133

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

    $2,444,462

  • 10c · Land, buildings and equipment, net

    beginning of year $929,720 · end of year $918,671

  • 11 · Investments: publicly traded securities

    beginning of year $3,024,723 · end of year $3,855,805

  • 15 · Other assets

    beginning of year $1,443,131 · end of year $1,526,611

  • 17 · Accounts payable and accrued expenses

    beginning of year $197,213 · end of year $223,690

  • 25 · Other liabilities

    beginning of year $66,271 · end of year $74,463

  • 27 · Net assets without donor restrictions

    beginning of year $5,455,613 · end of year $5,721,683

  • 28 · Net assets with donor restrictions

    beginning of year $1,377,289 · end of year $1,453,548

Mission and programs · 2024

Mission

TO ASSIST INDIVIDUALS WITH DISABILITIES OR OTHER BARRIERS TO MAXIMIZE THEIR ABILITIES TO ACHIEVE THEIR HIGHEST POTENTIAL THROUGH VOCATIONAL PROGRAMS AND EMPLOYMENT SERVICES.

  • OCCUPATIONAL SERVICES, INC. PROVIDES SUPPORT FOR INDIVIDUALS WITH DISABILITIES AND OTHER BARRIERS TO INDEPENDENCE BY MAXIMIZING THEIR ABILITIES TO ACHIEVE THEIR HIGHEST POTENTIAL VOCATIONALLY. IN THE COURSE OF PROVIDING THESE SERVICES, VARIOUS TASKS ARE PERFORMED BY INDIVIDUALS TO ENHANCE THEIR SKILLS AND TO ENABLE THEM TO BE PRODUCTIVE MEMBERS OF THE LOCAL COMMUNITY.

    Expenses $330,314 · Revenue $856,549

  • OCCUPATIONAL SERVICES, INC. OFFERS A RANGE OF SERVICES TO INDIVIDUALS WITH DISABILITIES, ENABLING EACH INDIVIDUAL TO REACH HIS/HER PERSONAL, VOCATIONAL, AND RELATIONSHIP GOALS BOTH IN THE COMMUNITY AND IN THE FACILITY BASED SETTING.

    Expenses $2,564,795 · Revenue $2,654,164

As filed on the 2024 return.

Listed in Part VII

  • Ken Ditzler

    BOARD PRESID

    Total calculated
    $0
    Hours/week
    0.38

  • Tim Morris

    BOARD VICE-P

    Total calculated
    $0
    Hours/week
    0.32

  • Patrick Mulherin

    BOARD TREASU

    Total calculated
    $0
    Hours/week
    0.36

  • James Hurley II

    BOARD SECRET

    Total calculated
    $0
    Hours/week
    0.32

  • Nancy Bull

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • Kelly Waters

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • Alexander Sharpe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.36

  • Bryan Knoll

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.32

  • Blanca Nizama

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Kathryn Mahon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Max Justice

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • Michelle Lane

    EXECUTIVE DI

    Total calculated
    $114,063
    From this org
    $86,560
    From related orgs
    $0
    Other
    $27,503
    Hours/week
    40

  • Maria Paladino

    DIRECTOR OF

    Total calculated
    $90,808
    From this org
    $71,830
    From related orgs
    $0
    Other
    $18,978
    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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
17 December 2025
IRS schema version
2024v5.0
Source object
202513539349300611

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