2025-09-15T17:14:16-04:00 2023-06-30 452635340 BVAL CPAS & ADVISORS LLP 940 WILLAMETTE ST STE 330 EUGENE OR 97401 990 2022-07-01 930632048 ALVORD-TAYLOR INC ALVO 5417363444 1671 18TH STREET SPRINGFIELD OR 97477 MARK HERBERT EXECUTIVE DIRECTOR 5417363444 2015-09-15 true true KATHERINE J BAKER P01432114 5414858772 2025-09-15 2022 2025-03-06 01:10:19Z X ROGER DEEVERS 12854787 false X WWW.ALVORDTAYLOR.ORG X 1974 OR AT ALVORD-TAYLOR, WE ARE COMMITTED TO CREATING A VIBRANT, INCLUSIVE COMMUNITY WHERE INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES CAN THRIVE. THROUGH DEDICATED SUPPORT AND ADVOCACY, WE EMPOWER PEOPLE TO LIVE FULFILLING LIVES WHILE FOSTERING A CULTURE OF DIGNITY, RESPECT, AND OPPORTUNITY FOR ALL. 7 6 208 7 -22593 11160841 11426307 569884 468016 230270 463630 9202 -39296 11970197 12318657 0 0 9895049 9239286 0 0 2726828 2242731 12621877 11482017 -651680 836640 5014683 7466902 2674501 4290080 2340182 3176822 X AT ALVORD-TAYLOR, WE ARE COMMITTED TO CREATING A VIBRANT, INCLUSIVE COMMUNITY WHERE INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES CAN THRIVE. THROUGH DEDICATED SUPPORT AND ADVOCACY, WE EMPOWER PEOPLE TO LIVE FULFILLING LIVES WHILE FOSTERING A CULTURE OF DIGNITY, RESPECT, AND OPPORTUNITY FOR ALL. false false 8536845 24-HOUR PROGRAM - WE PROVIDE AROUND-THE-CLOCK CARE IN GROUP LIVING HOMES, ENSURING INDIVIDUALS RECEIVE THE SUPPORT THEY NEED WHILE FOSTERING INDEPENDENCE, PERSONAL GROWTH, AND COMMUNITY CONNECTION IN A SAFE, COMFORTABLE ENVIRONMENT. 1462620 SUPPORTED LIVING - WE OFFER PERSONALIZED SUPPORT FOR INDIVIDUALS LIVING IN THEIR CHOSEN RESIDENCES, HELPING THEM DEVELOP LIFE SKILLS, MAINTAIN INDEPENDENCE, AND ACTIVELY ENGAGE IN THEIR COMMUNITIES WITH CONFIDENCE AND DIGNITY 9999465 true false false false false false false false true false true false false true true true false false false false false false false false false false false false false false false false false false true true true true false false false false false true false false false true 10 0 208 true true true false false false false false false false false false false false false false X 7 6 false false false false false false false true false false false true true true true true true true true false OR X NOAH ZEPEDA 5415137200 1671 18TH STREET SPRINGFIELD OR 97477 MARK HERBERT EXECUTIVE DI 40.00 X 123375 0 9616 KRISTINA WHITE DIRECTOR OF 40.00 X 73922 0 0 VICKI NUTTER FORMER FIN. 40.00 X 65834 0 5607 MARY THOMAS EXECUTIVE DI 40.00 X 42638 0 2181 NOAH ZEPEDA FINANCE DIRE 40.00 X 23865 0 748 LAURA INGLISH INTERIM EX. 40.00 X 20930 0 0 GWEN O'CONNELL SECRETARY 1.00 X X 1800 0 0 ROGER DEEVERS PRESIDENT 1.00 X X 0 0 0 GARY ISKRA TREASURER 1.00 X X 0 0 0 ANTHONY RUBINO MEMBER 1.00 X 0 0 0 GREG O'HANLON MEMBER 1.00 X 0 0 0 RAEJEAN WILSON-AULD MEMBER 1.00 X 0 0 0 SUSAN BLANE MEMBER 1.00 X 0 0 0 352364 18152 1 false false false 77898 11309964 38445 11426307 RESIDENT ROOM AND BOARD 623990 328444 328444 CASE MANAGEMENT SERVICES 623990 95218 95218 CLIENT FEES 623990 24781 24781 FOOD STAMPS REVENUE 623990 19573 19573 468016 12708 12708 66221 88814 -22593 -22593 -22593 855159 404237 450922 450922 450922 MISCELLANEOUS 623990 -16703 -16703 -16703 12318657 902235 -22593 12708 546234 546234 7078241 7014517 63724 1614811 1437182 177629 256275 39342 216933 34132 34132 69145 10372 58773 437152 262993 174159 13609 3402 10207 57244 28279 28965 266426 224012 42414 148242 118594 29648 TEMPORARY SERVICES 315957 315957 FOOD/MEALS 178847 178847 REPAIRS AND MAINTENANCE 144788 140984 3804 VEHICLE OPERATING 91825 87234 4591 229089 137750 91339 11482017 9999465 1482552 0 233727 1171448 853172 1015680 343720 243936 51435 69017 4227704 1066681 3521629 3161023 11000 1805798 5014683 7466902 571561 782430 70202 83669 1546868 3408978 485870 15003 2674501 4290080 X 2340182 3176822 2340182 3176822 5014683 7466902 836640 X true X false false X 9943112 10839257 11674342 11160840 11444385 55061936 9943112 10839257 11674342 11160840 11444385 55061936 55061936 4039 6867 3208 509 12708 27331 61082 50130 68093 9202 -16703 171804 55261071 4504711 0.99640 0.99560 X PART II, LINE 10 171,804 false true X 750190 750190 2784065 753891 2030174 359654 70944 288710 161227 156685 4542 172568 85161 87407 3161023 RIGHT OF USE ASSETS -OPERATING LEASE 1057767 RIGHT OF USE ASSETS -FINANCING LEASE 653361 CLIENT TRUST ACCOUNTS 83670 SECURITY DEPOSIT 11000 1805798 CREDIT CARD PAYABLE 15003 15003 X SCHEDULE D, PAGE 2, PART IV, LINE 2B CLIENT TRUST ACCOUNTS CONSIST OF CLIENT CHECKING AND SAVINGS ACCOUNTS IN THE CUSTODY OF THE ORGANIZATION. THE ACCOUNTS ARE OFFSET BY A LIABILITY. SCHEDULE D, PAGE 3, PART X FINANCIAL STATEMENT NOTE 13: THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT.THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUTES OF LIMITATIONS. THE ORGANIZATION WOULD RECOGNIZE INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. MANAGEMENT HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023 AND 2022. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS ENDED PRIOR TO JUNE 30, 2020 JOSH DEEVERS BOD SON 390300 ODDS CARE PERSONALIZED CARE SUSAN BLANE BOD SPOUSE 30000 CONSULTING SERVICES false GWEN O'CONNELL BOARD SECRETARY 2650 PENSION PLAN ADMIN false SCHEDULE L, PART V FISCAL YEAR-END 6/30/23 RELATED PARTY TRANSACTION DETAILS: PART III LINE 1: THE ORGANIZATION GAVE 390,300 OF ODDS PROGRAM ASSISTANCE TO THE SON OF A BOARD MEMBER. PART IV LINE 1: THE ORGANIZATION PAID 30,000 FOR CONSULTING SERVICES TO A BUSINESS OWNED BY BOARD MEMBER'S SPOUSE. PART IV LINE 3: THE ORGANIZATION PAID 2,650 IN PENSION PLAN ADMINISTRATION FEES TO A BUSINESS OWNED BY A BOARD MEMBER. FORM 990, PAGE 1, ITEM B THE ORIGINAL FORM 990 WAS PREPARED BASED ON PRELIMINARY FINANCIAL STATEMENTS. SUBSEQUENT TO THE INITIAL FILING, THE ORGANIZATION UNDERWENT A FINANCIAL STATEMENT REVIEW BY AN INDEPENDENT ACCOUNTING FIRM. DURING THIS REVIEW, ADJUSTMENTS WERE IDENTIFIED THAT AFFECTED KEY FINANCIAL FIGURES REPORTED ON THE RETURN. TO ENSURE ACCURACY AND INTEGRITY OF FINANCIAL REPORTING AND TO REMAIN COMPLIANT WITH THE IRS REQUIREMENTS, THE ORGANIZATION IS AMENDING ITS FORM 990 TO REFLECT THE FINALIZED FINANCIAL INFORMATION RESULTING FROM THE REVIEWED FINANCIAL STATEMENTS. FORM 990 - ORGANIZATION'S MISSION AT ALVORD-TAYLOR, WE ARE COMMITTED TO CREATING A VIBRANT, INCLUSIVE COMMUNITY WHERE INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES CAN THRIVE. THROUGH DEDICATED SUPPORT AND ADVOCACY, WE EMPOWER PEOPLE TO LIVE FULFILLING LIVES WHILE FOSTERING A CULTURE OF DIGNITY, RESPECT, AND OPPORTUNITY FOR ALL. FORM 990, PAGE 6, PART VI, LINE 8B NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PAGE 6, PART VI, LINE 11B 990 IS REVIEWED BY THE BOARD PRESIDENT, BOARD TREASURER, EXECUTIVE DIRECTOR AND FINANCE DIRECTOR PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ARE AWARE OF THE POLICY AND ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON ANY ISSUES THAT WOULD CAUSE CONFLICT OF INTEREST. PRESIDENT AND EXECUTIVE DIRECTOR ARE VERY AWARE OF ACTIVITIES WHICH BOARD MEMBERS ARE INVOLVED IN AND HOW THAT MAY CREATE A CONFLICT OF INTEREST WITH THE ALVORD-TAYLOR NOW AND IN THE FUTURE. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR IS SUBJECT TO AN ANNUAL EVALUATION PERFORMED BY THE BOARD OF DIRECTORS. THE BOARD ALSO LOOKS AT COMPARABLE SALARY DATA AND THEN DETERMINES COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B THE BOARD LOOKS AT COMPARABLE SALARY DATA AND THEN DETERMINES COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST. ALVORD TAYLOR FOUNDATION 1671 18TH STREET SPRINGFIELD OR 97477 300110884 SUPPORT OR 501C3 12A NA false false false true false false false false false false false false false false false false false false false false ALVORD TAYLOR FOUNDATION C 77898 CASH TRANSFERRED