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← HOMES OF OAKRIDGE HUMAN SERVICES

Form 990 for tax year 2025

Filed by HOMES OF OAKRIDGE HUMAN SERVICES.

Totals

Total revenue
$3,801,155
Total expenses
$4,013,459
Contributions and grants received
$2,499,606
Grants paid
$0
Program service revenue
$985,732
Investment income
$336,383
Other revenue
-$20,566
Total assets, end of year
$7,128,970
Total liabilities, end of year
$720,658
Net assets or fund balances, end of year
$6,408,312
Program services expenses (Part IX)
$2,944,430
Management and general expenses
$859,160
Fundraising expenses
$209,869
Program service expenses (Part III)
$2,944,430

Program services were 73.4% 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

    $698,929

  • 1c · Fundraising events

    $130,293

  • 1e · Government grants (contributions)

    $853,713

  • 1f · All other contributions, gifts and grants

    $816,671

  • 2a · Program service revenue: EARLY ENRICHMENT

    total $540,669 · related or exempt $540,669

  • 2b · Program service revenue: MANAGEMENT SERVICES

    total $231,462 · related or exempt $231,462

  • 2c · Program service revenue: RENTAL INCOME

    total $76,223 · related or exempt $76,223

  • 2d · Program service revenue: PRESCHOOL SERVICES

    total $137,378 · related or exempt $137,378

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $328,064 · excluded $328,064

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $8,319

  • 7c · Gain or loss

    securities $8,319 · other assets $0

  • 7d · Net gain or loss

    total $8,319 · excluded $8,319

  • 8a · Fundraising events: gross income

    $27,605

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

    $130,293

  • 8b · Fundraising events: direct expenses

    $50,003

  • 8c · Net income from fundraising events

    total -$22,398 · excluded -$22,398

  • 11a · Other revenue: OTHER REVENUE

    total $1,832 · excluded $1,832

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,832

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $459,453 · program services $59,147 · management and general $382,349 · fundraising $17,957

  • 7 · Other salaries and wages

    total $2,133,819 · program services $1,901,418 · management and general $139,911 · fundraising $92,490

  • 8 · Pension plan contributions

    total $37,425 · program services $34,441 · management and general $915 · fundraising $2,069

  • 9 · Other employee benefits

    total $230,206 · program services $194,087 · management and general $26,172 · fundraising $9,947

  • 10 · Payroll taxes

    total $175,047 · program services $122,924 · management and general $44,972 · fundraising $7,151

  • 11c · Fees: accounting

    total $34,110 · management and general $34,110

  • 11f · Fees: investment management

    total $1,951 · management and general $1,951

  • 11g · Fees: other

    total $232,637 · program services $114,937 · management and general $60,099 · fundraising $57,601

  • 12 · Advertising and promotion

    total $20,727 · program services $1,385 · management and general $19,342

  • 13 · Office expenses

    total $29,417 · program services $8,517 · management and general $13,633 · fundraising $7,267

  • 14 · Information technology

    total $18,215 · program services $15,813 · management and general $1,300 · fundraising $1,102

  • 16 · Occupancy

    total $63,760 · program services $44,727 · management and general $19,033

  • 17 · Travel

    total $16,089 · program services $14,433 · management and general $601 · fundraising $1,055

  • 19 · Conferences, conventions and meetings

    total $20,362 · program services $5,471 · management and general $14,369 · fundraising $522

  • 20 · Interest

    total $23,991 · management and general $23,991

  • 22 · Depreciation, depletion and amortization

    total $189,102 · program services $141,826 · management and general $47,276

  • 23 · Insurance

    total $73,870 · program services $66,925 · management and general $6,945

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $193,935 · program services $188,798 · management and general $5,137

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $40,251 · program services $28,252 · management and general $11,999

  • 24c · Other expenses: LICENSES, DUES, & SUBSCRIPTIONS

    total $19,092 · program services $1,329 · management and general $5,055 · fundraising $12,708

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $21,835 · end of year $51,963

  • 2 · Savings and temporary cash investments

    beginning of year $126,468 · end of year $176,339

  • 3 · Pledges and grants receivable

    beginning of year $593,939 · end of year $466,142

  • 4 · Accounts receivable

    beginning of year $23,042 · end of year $20,677

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $28,668 · end of year $31,417

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

    $3,038,036

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

    $1,979,675

  • 10c · Land, buildings and equipment, net

    beginning of year $1,184,631 · end of year $1,058,361

  • 12 · Investments: other securities

    beginning of year $385,704 · end of year $408,178

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $2,007,125 · end of year $4,915,893

  • 17 · Accounts payable and accrued expenses

    beginning of year $262,581 · end of year $258,898

  • 19 · Deferred revenue

    beginning of year $40,685 · end of year $33,675

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $20,893

  • 25 · Other liabilities

    beginning of year $366,097 · end of year $407,192

  • 27 · Net assets without donor restrictions

    beginning of year $3,002,665 · end of year $5,743,589

  • 28 · Net assets with donor restrictions

    beginning of year $699,384 · end of year $664,723

Mission and programs · 2025

Mission

WE ENRICH DIVERSE COMMUNITIES THROUGH EXCEPTIONAL HOUSING AND INCLUSIVE SUPPORT SERVICES FOR ADULTS, CHILDREN, AND FAMILIES, PROVIDING PATHWAYS TO PROSPERITY.

Activities or mission (Part I)

ENRICH DIVERSE COMMUNITIES THROUGH EXCEPTIONAL HOUSING AND INCLUSIVE SUPPORT SERVICES FOR ADULTS, CHILDREN, AND FAMILIES, PROVIDING PATHWAYS TO PROSPERITY.

  • THE ORGANIZATION PROVIDES 339 UNITS OF HOUSING FOR THE RESIDENTS AND FAMILIES OF THE OAKRIDGE NEIGHBORHOOD WITH A VARIETY OF TRADITIONAL AND NON-TRADITIONAL HUMAN SERVICE PROGRAMS DESIGNED TO BREAK THE CYCLE OF POVERTY BY ADDRESSING THE ISSUES THAT KEEP THE WORKING POOR FROM GETTING AHEAD, INCLUDING BUT NOT LIMITED TO AFFORDABLE HOUSING, AFFORDABLE CHILD CARE, TRANSPORTATION, EMPLOYMENT OPPORTUNITIES AND TRAINING, EDUCATION, AND CASE MANAGEMENT.

    Expenses $2,944,430 · Revenue $985,732

As filed on the 2025 return.

Listed in Part VII

  • Andrea McGuire

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Diana Dubuisson

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Emily Lemay

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jamie Buelt

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Skylar Mayberry-Mayes

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Albert Farr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Carol Bodensteiner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Deidre Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Erin Kuhl

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jessica Feeney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jessica Zaugg

    DIRECTOR BEG 06/2025

    Total calculated
    $0
    Hours/week
    0.5

  • Joyce McDanel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kent A Kramer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kuuku Saah

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Marcy Baker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Mark L Wiltse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mary Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Matthea Smith

    DIRECTOR BEG 06/2025

    Total calculated
    $0
    Hours/week
    0.5

  • Nalo Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sharon Gaddy-Hanna

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sherri Hart

    DIRECTOR BEG 06/2025

    Total calculated
    $0
    Hours/week
    0.5

  • Timothy V Haight

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Deidre Dejear

    PRESIDENT & CEO

    Total calculated
    $179,571
    From this org
    $162,113
    From related orgs
    $0
    Other
    $17,458
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,113
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $17,458
    Filer's total
    $179,571

  • Kristin Clayton

    VP OF FINANCE

    Total calculated
    $154,884
    From this org
    $124,420
    From related orgs
    $0
    Other
    $30,464
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,420
    Bonus
    $0
    Other
    $0
    Deferred
    $7,548
    Nontaxable benefits
    $22,916
    Filer's total
    $154,884

  • Patricia Palmer

    VP OF HOUSING

    Total calculated
    $124,998
    From this org
    $103,645
    From related orgs
    $0
    Other
    $21,353
    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 · Independent compensation consultant
  • 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.

Related partnerships

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

  • OAKRIDGE NEIGHBORHOOD ASSOCIATES LP

    AFFORDABLE HOUSING · IA

    Directly controlled by ONS VENTURES INC

  • OAKRIDGE NEIGHBORHOOD ASSOCIATES PHASE II LP

    AFFORDABLE HOUSING · IA

    Directly controlled by ONS VENTURES INC

  • SILVER OAKS ASSOCIATES LP

    AFFORDABLE HOUSING · IA

    Directly controlled by ONS SILVER OAKS INC

Related corporations and trusts

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

  • ONS VENTURES INC

    C CORPORATION · GENERAL PARTNER · IA · 100% owned · share of income -$585,544 · share of assets -$2,142,429 · controlled entity

    Directly controlled by HOMES OF OAKRIDGE HUMAN SERVICES

  • ONS SILVER OAKS INC

    C CORPORATION · GENERAL PARTNER · IA · 100% owned · share of income -$10 · controlled entity

    Directly controlled by HOMES OF OAKRIDGE HUMAN SERVICES

Provenance

Return type
form_990
Tax year
2025
Filed
25 August 2026
IRS schema version
2025v4.2
Source object
202602379349301005

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