OPTIONS FOR SOUTHERN OREGON: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OPTIONS FOR SOUTHERN OREGON (EIN 93-0804385)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201821359349312407
- Schema version
- 2016v3.0
- 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 | 2018-05-15T14:49:35-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | 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 MCCAFERTY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5414762373 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN F DACZEWITZ | PreparerPersonNm |
| Phone | 5033168183 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $34,816,542 | 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 WITH PSYCHIATRIC DISABILITIES AND ADDICTIONS | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 383 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $504,281 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,893,199 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,505,843 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,864,002 | CYProgramServiceRevenueAmt |
| PY Investment Income | $58,793 | PYInvestmentIncomeAmt |
| CY Investment Income | $59,341 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $30,068,917 | PYTotalRevenueAmt |
| CY Total Revenue | $34,816,542 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,263,450 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,369,679 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $231,542 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,491,270 | PYOtherExpensesAmt |
| CY Other Expenses | $9,621,788 | CYOtherExpensesAmt |
| PY Total Expenses | $26,754,720 | PYTotalExpensesAmt |
| CY Total Expenses | $31,991,467 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,314,197 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,825,075 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,975,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,555,253 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,571,352 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,301,323 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,404,139 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,253,930 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROGRAMS FOR PEOPLE WITH PSYCHIATRIC | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $28,310,575 | ExpenseAmt |
| Revenue | $32,864,002 | RevenueAmt |
| Desc | COMMUNITY MENTAL HEALTH SERVICES. | Desc |
| Total Program Service Expenses | $28,310,575 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 383 | 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) | $163,831 | $0 | $41,883 | |
| DENISE OLSON | ||||||||
| 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 ARTOFF | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| LORRAINE DAVIES MD | ||||||||
| PSYCHIATRIST | 40.00 | Yes (X) | $286,966 | $0 | $50,203 | |||
| GREGORY A AITCHISON | ||||||||
| MEDICAL DIRECTOR | 40.00 | Yes (X) | $332,695 | $0 | $44,141 | |||
| SHELLY UHRIG | ||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | Yes (X) | $123,324 | $0 | $40,552 | |||
| LISA BAILEY | ||||||||
| PSYCHIATRIST | 21.00 | Yes (X) | $145,269 | $0 | $19,168 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,052,085 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $195,947 | TotalOtherCompensationAmt |
| 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 |
| Fundraising | $63,892 | FundraisingAmt |
| Government Grants | $1,818,118 | GovernmentGrantsAmt |
| All Other Contributions | $11,189 | AllOtherContributionsAmt |
| Noncash Contributions | $11,189 | NoncashContributionsAmt |
| Total Contributions | $1,893,199 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt |
|---|---|---|
| PROGRAM SERVICES | 621400 | $31,472,826 |
| RENT ASSISTED HOUSING | 623990 | $150,930 |
| PROGRAM RELATED RENT | 623990 | $67,044 |
| OTHER PROGRAM | 621400 | $1,103,818 |
| MANAGEMENT & ACCTG FEES - PROGRAM | 623990 | $69,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,864,002 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,341 | TotalRevenueColumnAmt |
| Exclusion | $59,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $63,892 | ContriRptFundraisingEventAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,816,542 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,864,002 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $59,341 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,325,037 | TotalAmt |
| Program Services | $15,182,544 | ProgramServicesAmt |
| Management And General | $1,988,083 | ManagementAndGeneralAmt |
| Fundraising | $154,410 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,668 | TotalAmt |
| Program Services | $443,736 | ProgramServicesAmt |
| Management And General | $70,425 | ManagementAndGeneralAmt |
| Fundraising | $4,507 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,355,111 | TotalAmt |
| Program Services | $2,915,007 | ProgramServicesAmt |
| Management And General | $409,161 | ManagementAndGeneralAmt |
| Fundraising | $30,943 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,170,863 | TotalAmt |
| Program Services | $1,032,510 | ProgramServicesAmt |
| Management And General | $127,922 | ManagementAndGeneralAmt |
| Fundraising | $10,431 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,754 | TotalAmt |
| Program Services | $1,118 | ProgramServicesAmt |
| Management And General | $20,636 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,626 | TotalAmt |
| Program Services | $7 | ProgramServicesAmt |
| Management And General | $48,619 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,926 | TotalAmt |
| Program Services | $7,795 | ProgramServicesAmt |
| Management And General | $131 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,543 | TotalAmt |
| Program Services | $1,692 | ProgramServicesAmt |
| Management And General | $2,819 | ManagementAndGeneralAmt |
| Fundraising | $4,032 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,031 | TotalAmt |
| Program Services | $400,386 | ProgramServicesAmt |
| Management And General | $84,548 | ManagementAndGeneralAmt |
| Fundraising | $1,097 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,042,419 | TotalAmt |
| Program Services | $931,618 | ProgramServicesAmt |
| Management And General | $110,801 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,335 | TotalAmt |
| Program Services | $179,921 | ProgramServicesAmt |
| Management And General | $23,943 | ManagementAndGeneralAmt |
| Fundraising | $471 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,388 | TotalAmt |
| Program Services | $359,515 | ProgramServicesAmt |
| Management And General | $106,873 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,371 | TotalAmt |
| Program Services | $108,103 | ProgramServicesAmt |
| Management And General | $99,988 | ManagementAndGeneralAmt |
| Fundraising | $280 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT EMPLOYEES | $858,011 | $838,759 | $19,160 | $92 |
| AGENCY SUB-CONTRACTS | $4,857,190 | $4,613,504 | $242,268 | $1,418 |
| PROGRAM EXPENSES | $752,985 | $738,077 | $14,774 | $134 |
| EMPLOYEE RECRUITMENT | $147,908 | $143,068 | $4,840 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,301 | TotalAmt |
| Program Services | $413,215 | ProgramServicesAmt |
| Management And General | $74,359 | ManagementAndGeneralAmt |
| Fundraising | $23,727 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,991,467 | TotalAmt |
| Program Services | $28,310,575 | ProgramServicesAmt |
| Management And General | $3,449,350 | ManagementAndGeneralAmt |
| Fundraising | $231,542 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,195,774 | BOYAmt |
| EOY | $15,284,894 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,994,257 | BOYAmt |
| EOY | $2,157,711 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,260,137 | BOYAmt |
| EOY | $2,851,747 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,699 | BOYAmt |
| EOY | $54,736 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,171 | BOYAmt |
| EOY | $452,433 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,392,368 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,018,755 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,859,141 | BOYAmt |
| EOY | $14,373,613 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,312 | BOYAmt |
| EOY | $380,119 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,975,491 | BOYAmt |
| EOY | $35,555,253 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,586,964 | BOYAmt |
| EOY | $3,647,276 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,475 | BOYAmt |
| EOY | $74,933 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,109,573 | BOYAmt |
| EOY | $2,255,813 | 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 | $4,729 | BOYAmt |
| EOY | $4,690 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,571,352 | BOYAmt |
| EOY | $6,301,323 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,234,139 | BOYAmt |
| EOY | $29,253,930 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,000 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,404,139 | BOYAmt |
| EOY | $29,253,930 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,975,491 | BOYAmt |
| EOY | $35,555,253 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,825,075 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $24,716 | OtherChangesInNetAssetsAmt |
| 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 | $1,524,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $504,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,893,199 | CurrentTaxYearAmt |
| Total | $4,136,751 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,524,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $504,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,893,199 | CurrentTaxYearAmt |
| Total | $4,136,751 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $4,136,751 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,146 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,341 | CurrentTaxYearAmt |
| Total | $175,325 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,312,076 | TotalSupportAmt |
| Public Support CY170 | 0.95930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95380 | 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
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,901,967 | OtherCostOrOtherBasisAmt |
| Book Value | $2,901,967 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,780,399 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,031,127 | DepreciationAmt |
| Book Value | $9,749,272 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $345,155 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,773 | DepreciationAmt |
| Book Value | $320,382 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,364,847 | OtherCostOrOtherBasisAmt |
| Depreciation | $962,855 | DepreciationAmt |
| Book Value | $1,401,992 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,373,613 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LOAN COSTS NET AMORTIZATION | $6,853 |
| JASMINE PARK LAND | $325,500 |
| LAND HELD FOR INVESTMENT | $38,959 |
| INTANGIBLE PROPERTY | $8,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $380,119 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT DEPOSITS | Desc |
| Amt | $4,690 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,690 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $34,816,542 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $34,816,542 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $34,816,542 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,991,467 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $31,991,467 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $31,991,467 | 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 (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| KARLA MCCAFFERTY | |||
| $163,821 | $31,496 | $10,387 | $205,704 |
| LORRAINE DAVIES MD | |||
| $286,966 | $32,614 | $17,589 | $337,169 |
| GREGORY A AITCHISON | |||
| $332,695 | $24,315 | $19,827 | $376,837 |
| SHELLY UHRIG | |||
| $123,324 | $32,523 | $8,029 | $163,876 |
| LISA BAILEY | |||
| $145,269 | $9,562 | $9,605 | $164,436 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | PRESENTATION TO BOARD BY FINANCE. |
| Pt VI, Line 12c | ANNUAL REVIEW BY BOARD. |
| Pt VI, Line 19 | AVAILABLE UPON REQUEST FROM ADMINISTRATIVE OFFICES. |
| Form 990, Part IX, Line 24e | SPECIAL EVENTS/FUNDRAISING 22891. 500. 0. 22391. |
| Form 990, Part IX, Line 24e | OTHER EXPENSE 77180. 43349. 33831. 0. |
| Form 990, Part IX, Line 24e | DUES & PUBLICATIONS 22698. 3100. 18542. 1056. |
| Form 990, Part IX, Line 24e | CLIENT ASSISTANCE 85120. 85120. 0. 0. |
| Form 990, Part IX, Line 24e | VEHICLE EXPENSE 249527. 227516. 21731. 280. |
| Form 990, Part IX, Line 24e | OTHER MEDICAL 53885. 53630. 255. 0. |
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 |
|---|---|---|---|---|---|---|---|---|---|
| OHA INC | |||||||||
| 1215 SW G STREET | GRANTS PASS | OR | 97526 | 931071429 | HOUSING FOR PEOPLE WITH DISABILITIES | OR | 501(C)(3) | 9 | NA |
| AHO 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 S 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 | $31,663 | ACTUAL COSTS |
| RUBUS INC | ||
| l n o | $34,627 | ACTUAL COSTS |
| ASHLAND HOUSING OPPORTUNITIES INC | ||
| l n o | $29,472 | ACTUAL COSTS |
| CEDRUS INC | ||
| l n o | $32,405 | ACTUAL COSTS |