OPTIONS FOR SOUTHERN OREGON: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- OPTIONS FOR SOUTHERN OREGON (EIN 93-0804385)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201911359349305431
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T09:45:14-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John F Daczewitz | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 643 Union Street NE Suite 200 | AddressLine1Txt |
| City | Salem | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930804385 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Options for Southern Oregon Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPTI | BusinessNameControlTxt |
| Phone | 5414762373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 SW G Street | AddressLine1Txt |
| City | Grants Pass | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97526 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARLA MCCAFFERTY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5414762373 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN F DACZEWITZ CPA | PreparerPersonNm |
| PTIN | P01346798 | PTIN |
| Phone | 5033168183 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.37.55.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 09:45:08 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 15A6D21C70F4874FB60D60CD77899F119B55E763 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 15A6D21C70F4874FB60D60CD77899F119B55E763 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KARLA MCCAFFERTY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 SW G ST | AddressLine1Txt |
| City | GRANTS PASS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,820,429 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | PROGRAMS FOR PEOPLE OF ALL AGES IN OUR COMMUNITY WHO HAVE MENTAL HEALTH NEEDS. OUR HOLISTIC APPROACH ADDRESSES HOUSING, ADVOCACY, COMMUNITY INTEGRATION, CRISIS INTERVENTION, THERAPY, CO-OCCURRING ISSUES, EDUCATION, WORK, & ECONOMIC WELL-BEING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 460 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,893,199 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,862,886 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,864,002 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,841,511 | CYProgramServiceRevenueAmt |
| PY Investment Income | $59,341 | PYInvestmentIncomeAmt |
| CY Investment Income | $66,918 | CYInvestmentIncomeAmt |
| CY Other Revenue | $49,114 | CYOtherRevenueAmt |
| PY Total Revenue | $34,816,542 | PYTotalRevenueAmt |
| CY Total Revenue | $43,820,429 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,369,679 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,747,870 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $193,829 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,621,788 | PYOtherExpensesAmt |
| CY Other Expenses | $13,142,401 | CYOtherExpensesAmt |
| PY Total Expenses | $31,991,467 | PYTotalExpensesAmt |
| CY Total Expenses | $38,890,271 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,825,075 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,930,158 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,555,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,108,845 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,301,323 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,910,348 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,253,930 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,198,497 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Programs for people of all ages in our community who have mental health needs. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $34,888,962 | ExpenseAmt |
| Revenue | $41,890,625 | RevenueAmt |
| Desc | COMMUNITY MENTAL HEALTH SERVICES. | Desc |
| Total Program Service Expenses | $34,888,962 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 222 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 460 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANE DAHLGREN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5414762373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 SW G ST | AddressLine1Txt |
| City | GRANTS PASS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97526 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| KARLA MCCAFFERTY | ||||||||
| Executive Director | 40.00 | Yes (X) | Yes (X) | Yes (X) | $169,306 | $0 | $0 | |
| DENISE OLSEN | ||||||||
| Vice President | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| LESLEE O'BRIEN | ||||||||
| President | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| PEGGY LAVELLE | ||||||||
| Board Member | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CAROL STEADHAM | ||||||||
| Secretary/Treasurer | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| LAURIE NORMAN | ||||||||
| Board Member | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MISTY AFTOFF | ||||||||
| Board Member | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DR LORRAINE DAVIES | ||||||||
| Psychiatrist | 40.00 | Yes (X) | $295,520 | $0 | $0 | |||
| DR GREGORY AITCHISON | ||||||||
| Medical Director | 40.00 | Yes (X) | $305,500 | $0 | $0 | |||
| SHELLY URIG RN | ||||||||
| Chief Operations Officer | 40.00 | Yes (X) | $113,940 | $0 | $0 | |||
| DR LISA BAILEY | ||||||||
| Psychiatrist | 40.00 | Yes (X) | $133,462 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,017,728 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $1,745,031 | GovernmentGrantsAmt |
| All Other Contributions | $117,855 | AllOtherContributionsAmt |
| Total Contributions | $1,862,886 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Service | Desc |
| Business | 621400 | BusinessCd |
| Total Revenue Column | $41,841,511 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,841,511 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,918 | TotalRevenueColumnAmt |
| Exclusion | $66,918 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $49,114 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $49,114 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,114 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,114 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,820,429 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,890,625 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $66,918 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,017,728 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,017,728 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,433,895 | TotalAmt |
| Program Services | $15,587,411 | ProgramServicesAmt |
| Management And General | $1,691,253 | ManagementAndGeneralAmt |
| Fundraising | $155,231 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $736,872 | TotalAmt |
| Program Services | $736,872 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,948,072 | TotalAmt |
| Program Services | $4,948,072 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,611,303 | TotalAmt |
| Program Services | $1,371,142 | ProgramServicesAmt |
| Management And General | $240,161 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,186 | TotalAmt |
| Program Services | $20,385 | ProgramServicesAmt |
| Management And General | $15,801 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,858 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $37,858 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,588 | TotalAmt |
| Program Services | $3,588 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,533 | TotalAmt |
| Program Services | $122,829 | ProgramServicesAmt |
| Management And General | $46,469 | ManagementAndGeneralAmt |
| Fundraising | $235 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,327 | TotalAmt |
| Program Services | $532,327 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,053,377 | TotalAmt |
| Program Services | $974,336 | ProgramServicesAmt |
| Management And General | $79,041 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,223 | TotalAmt |
| Program Services | $345,845 | ProgramServicesAmt |
| Management And General | $42,927 | ManagementAndGeneralAmt |
| Fundraising | $451 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,326 | TotalAmt |
| Program Services | $460,638 | ProgramServicesAmt |
| Management And General | $115,688 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,735 | TotalAmt |
| Program Services | $148,932 | ProgramServicesAmt |
| Management And General | $116,749 | ManagementAndGeneralAmt |
| Fundraising | $54 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Phone, Internet, Commun. | $304,748 | $265,817 | $38,931 | $0 |
| Contract Counseling & Psych. | $8,393,938 | $8,133,762 | $259,513 | $663 |
| Prog. Supplies & Activities | $801,448 | $737,861 | $56,878 | $6,709 |
| Employee Recruitment | $143,958 | $131,419 | $12,539 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,156 | TotalAmt |
| Program Services | $367,726 | ProgramServicesAmt |
| Management And General | $35,944 | ManagementAndGeneralAmt |
| Fundraising | $30,486 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,890,271 | TotalAmt |
| Program Services | $34,888,962 | ProgramServicesAmt |
| Management And General | $3,807,480 | ManagementAndGeneralAmt |
| Fundraising | $193,829 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,284,894 | BOYAmt |
| EOY | $14,875,182 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,157,711 | BOYAmt |
| EOY | $2,310,149 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,851,747 | BOYAmt |
| EOY | $4,437,498 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,736 | BOYAmt |
| EOY | $14,411 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,433 | BOYAmt |
| EOY | $187,027 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,368,431 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,489,200 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,373,613 | BOYAmt |
| EOY | $16,879,231 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,119 | BOYAmt |
| EOY | $405,347 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,555,253 | BOYAmt |
| EOY | $39,108,845 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,647,276 | BOYAmt |
| EOY | $2,616,015 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,933 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,255,813 | BOYAmt |
| EOY | $1,971,517 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,611 | BOYAmt |
| EOY | $318,611 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,690 | BOYAmt |
| EOY | $4,205 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,301,323 | BOYAmt |
| EOY | $4,910,348 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,253,930 | BOYAmt |
| EOY | $34,198,497 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,253,930 | BOYAmt |
| EOY | $34,198,497 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,555,253 | BOYAmt |
| EOY | $39,108,845 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,930,158 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,111 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $504,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,893,199 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,862,886 | CurrentTaxYearAmt |
| Total | $4,474,999 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,111 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $504,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,893,199 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,862,886 | CurrentTaxYearAmt |
| Total | $4,474,999 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $4,474,999 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,151 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,341 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,918 | CurrentTaxYearAmt |
| Total | $233,349 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,708,348 | TotalSupportAmt |
| Public Support CY170 | 0.95040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,326,821 | OtherCostOrOtherBasisAmt |
| Book Value | $4,326,821 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,382,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,328,057 | DepreciationAmt |
| Book Value | $11,054,265 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $229,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,398 | DepreciationAmt |
| Book Value | $182,926 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,429,964 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,114,745 | DepreciationAmt |
| Book Value | $1,315,219 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,879,231 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Loan Costs, Net of Amortization | $40,888 |
| Jasmine Park Land | $325,500 |
| Land Held for Investment | $38,959 |
| Intangible Property |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $405,347 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rent Deposits | Desc |
| Amt | $4,205 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,205 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $43,820,429 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $43,820,429 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $43,820,429 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,890,291 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $38,890,291 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $38,890,291 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| KARLA MCCAFFERTY | |||
| $169,306 | $12,454 | $21,498 | $203,258 |
| DR LORRAINE DAVIES | |||
| $295,520 | $16,200 | $21,498 | $333,218 |
| DR GREGORY AITCHISON | |||
| $305,500 | $6,241 | $7,373 | $319,114 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | Presentation to Board by Finance Dept. |
| Pt VI, Line 12c | Annual Review by Board. |
| Pt VI, Line 19 | Available upon Request at Administrative Office. |
| Form 990, Part IX, Line 24e | Vehicle Repair/Maint. 225973. 190113. 35844. 16. |
| Form 990, Part IX, Line 24e | Fundraising Expense 31733. 1243. 100. 30390. |
| Form 990, Part IX, Line 24e | Misc. Expense 176450. 176370. 0. 80. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Options Housing Alternatives Inc | |||||||||
| 1215 SW G Street | Grants Pass | OR | 97526 | 931071429 | Housing for People With Disabilities | OR | 501(C)(3) | 9 | NA |
| Ashland Housing Opportunities Inc | |||||||||
| 1215 SW G Street | Grants Pass | OR | 97526 | 911766934 | Housing for People With Disabilities | OR | 501(C)(3) | 9 | NA |
| RUBUS Inc | |||||||||
| 1215 SW G Street | Grants Pass | OR | 97526 | 943195006 | Housing for People With Disabilities | OR | 501(C)(3) | 9 | NA |
| CEDRUS Inc | |||||||||
| 1215 SW G Street | Grants Pass | OR | 97526 | 264422694 | Housing for People With Disabilities | OR | 501 (C) (3) | 9 | NA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Options Housing Alternatives Inc | ||
| l n o | $27,095 | Actual Costs |
| RUBUS INC | ||
| l n o | $33,207 | Actual Costs |
| Ashland Housing Opportunities Inc | ||
| l n o | $27,430 | Actual Costs |
| CEDRUS INC | ||
| l n o | $28,384 | Actual Costs |