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Nonprofiteer
← INDEPENDENT OPPORTUNITIES INC OF OKLAHOMA

Form 990 for tax year 2023

Filed by INDEPENDENT OPPORTUNITIES INC OF OKLAHOMA.

Totals

Total revenue
$36,369,823
Total expenses
$34,601,166
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$36,088,853
Investment income
$210,670
Other revenue
$70,300
Total assets, end of year
$24,537,872
Total liabilities, end of year
$4,462,417
Net assets or fund balances, end of year
$20,075,455
Program services expenses (Part IX)
$30,627,846
Management and general expenses
$3,973,320
Fundraising expenses
$0
Program service expenses (Part III)
$30,627,846

Program services were 88.5% 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.

  • 2a · Program service revenue: CLIENT SERVICE FEES

    total $36,088,853 · related or exempt $36,088,853

  • 3 · Investment income

    total $170,257 · excluded $170,257

  • 7a · Gross sales of assets other than inventory

    other assets $149,459

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

    other assets $109,046

  • 7c · Gain or loss

    other assets $40,413

  • 7d · Net gain or loss

    total $40,413 · excluded $40,413

  • 11a · Other revenue: LEASE INCOME

    total $69,900 · related or exempt $69,900

  • 11d · All other revenue

    total $400 · related or exempt $400

  • 11e · Other revenue, total

    $70,300

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $402,774 · management and general $402,774

  • 7 · Other salaries and wages

    total $23,753,426 · program services $23,475,761 · management and general $277,665

  • 9 · Other employee benefits

    total $2,160,654 · program services $2,004,544 · management and general $156,110

  • 10 · Payroll taxes

    total $1,816,075 · program services $1,719,798 · management and general $96,277

  • 11a · Fees: management

    total $380,000 · management and general $380,000

  • 11c · Fees: accounting

    total $1,269,000 · management and general $1,269,000

  • 11g · Fees: other

    total $103,527 · program services $1,170 · management and general $102,357

  • 16 · Occupancy

    total $2,037,984 · program services $1,621,444 · management and general $416,540

  • 17 · Travel

    total $1,186,090 · program services $1,019,143 · management and general $166,947

  • 22 · Depreciation, depletion and amortization

    total $435,260 · management and general $435,260

  • 24a · Other expenses: MEDICAL

    total $75,600 · program services $75,326 · management and general $274

  • 24b · Other expenses: BAD DEBTS

    total $49,583 · program services $49,583

  • 24e · All other expenses

    total $931,193 · program services $661,077 · management and general $270,116

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $15,953,376 · end of year $16,702,787

  • 2 · Savings and temporary cash investments

    beginning of year $1,482,912 · end of year $507,641

  • 4 · Accounts receivable

    beginning of year $2,710,841 · end of year $2,987,206

  • 9 · Prepaid expenses and deferred charges

    beginning of year $512,318 · end of year $324,132

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

    $4,715,397

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

    $3,420,574

  • 10c · Land, buildings and equipment, net

    beginning of year $1,052,453 · end of year $1,294,823

  • 12 · Investments: other securities

    end of year $1,951,654

  • 14 · Intangible assets

    beginning of year $1,119,500 · end of year $769,629

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,413,470 · end of year $3,703,198

  • 25 · Other liabilities

    beginning of year $1,111,132 · end of year $759,219

  • 27 · Net assets without donor restrictions

    beginning of year $18,306,798 · end of year $20,075,455

Mission and programs · 2023

Mission

PROVIDE THE HIGHEST QUALITY RESIDENTIAL SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. A MAJOR PART OF THE MISSION IS TO PROVIDE OPPORTUNITIES TO THESE INDIVIDUALS BASED UPON THEIR RIGHT TO A NORMAL DAILY ROUTINE. SPECIFICALLY, IT IS THIS ORGANIZATION'S MISSION TO OFFER COMPREHENSIVE ACTIVITIES OF DAILY LIVING, SOCIALIZATION, RECREATION, AND SELF ADVOCACY.

  • PROVIDE IN HOME TRAINING AND SUPPORT SERVICES TO THE DEVELOPMENTALLY DISABLED INDIVIDUALS.

    Expenses $30,627,846 · Revenue $36,159,153

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Eddie Theirl Jarman

    BOARD MEMBER

    Total calculated
    $379,915
    From this org
    $368,578
    From related orgs
    $0
    Other
    $11,337
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $368,578
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,337
    Filer's total
    $379,915

  • Erich Audretsch

    TREASURER/SECRETARY

    Total calculated
    $341,077
    From this org
    $0
    From related orgs
    $322,252
    Other
    $18,825
    Hours/week
    1 + 66 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,122 related
    Bonus
    $0
    Other
    $0 + $130 related
    Deferred
    $0 + $5,884 related
    Nontaxable benefits
    $0 + $12,941 related
    Filer's total
    $0 + $341,077 related

  • Jana Roeder

    BOARD MEMBER

    Total calculated
    $100,155
    From this org
    $0
    From related orgs
    $88,448
    Other
    $11,707
    Hours/week
    1 + 40 related

  • Ray Nichols

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Julie Smith

    OPERATIONS DIRECTOR

    Total calculated
    $154,178
    From this org
    $142,841
    From related orgs
    $0
    Other
    $11,337
    Hours/week
    39

    Schedule J breakdown matched by us

    Base
    $142,841
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,337
    Filer's total
    $154,178

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 · 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.

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.

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 corporations and trusts

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

  • CSN FINANCIAL INC

    C · ACCOUNTING SERVICES · CT

Provenance

Return type
form_990
Tax year
2023
Filed
30 April 2025
IRS schema version
2023v6.0
Source object
202521209349302467

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