2024-08-21T13:31:22-05:00 2023-12-31 822488343 PITTSFORD SAMUELS PLLC 1776 YORKTOWN SUITE 530 HOUSTON TX 77056 990 2023-01-01 760037136 VITA LIVING INC VITA 7132921800 3300 S GESSNER 150 HOUSTON TX 77063 JOSEPH COOPER CHIEF EXECUTIVE OFFICER 7132921800 2024-08-21 1 0 NANCY A MACK P01592842 7139776888 2024-08-20 2023 2024-08-08 14:25:15Z JOSEPH COOPER 3300 S GESSNER 150 HOUSTON TX 77063 9459829 0 X WWW.VITALIVING.ORG X 1982 TX OUR MISSION IS TO PROVIDE SERVICES AND SUPPORTS TO CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, TO PROMOTE PERSONAL GROWTH TOWARD A SAFE, SATISFYING, AND MEANINGFUL LIFE IN THE COMMUNITY. 20 19 190 275 0 0 1247975 1215663 6861698 7222531 -11642 29733 92413 66707 8190444 8534634 0 0 0 0 4970717 4920259 0 0 250986 2867982 2787784 7838699 7708043 351745 826591 7556529 7975699 4029946 3524385 3526583 4451314 OUR MISSION IS TO PROVIDE SERVICES AND SUPPORTS TO CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, TO PROMOTE PERSONAL GROWTH TOWARD A SAFE, SATISFYING, AND MEANINGFUL LIFE. 0 0 6596135 7242051 VITA LIVING PROVIDES COMPREHENSIVE, LIFELONG SERVICES FOR CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITES. IN 2023, WE SERVED 399 INDIVIDUALS IN TEXAS THROUGH THREE SECTORS; RESIDENTIAL (20 GROUP HOME IN HOUSTON), CASE MANAGEMENT, AND THE VITA LIVING CENTER (OUR DAY PROGRAM, WHICH IS CENTRALLY LOCATED AMONGST OUR GROUP HOMES). WE ALSO PROVIDE CLINICAL, BEHAVIORAL, AND TRANSPORTATION SERVICES TO EACH OF OUR RESIDENTS. 6596135 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 57 0 190 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X RAFIQ MUNSHI 7132921800 3300 S GESSNER 150 HOUSTON TX 77063 KRISTEN PERRIN CHAIR 3.00 X X 0 0 0 KIP ALTSTAETTER SECRETARY 1.00 X X 0 0 0 GREGORY KUTKA TREASURER 1.00 X X 0 0 0 COURTNEY ANDERSON TRUSTEE 1.00 X 0 0 0 EMILY RICH ANDERSON TRUSTEE 1.00 X 0 0 0 ARDON ARMSTRONG TRUSTEE 1.00 X 0 0 0 JEFF BISHOP TRUSTEE 1.00 X 0 0 0 SARAHBETH BUSH TRUSTEE 1.00 X 0 0 0 JILL CASE TRUSTEE 1.00 X 0 0 0 DOUGLAS A DAWSON TRUSTEE 1.00 X 0 0 0 EMILY GLASSEL TRUSTEE 1.00 X 0 0 0 ALICIA HASELL TRUSTEE 1.00 X 0 0 0 MARGOT F HOGAN TRUSTEE 1.00 X 0 0 0 CHAZ KLAES TRUSTEE 1.00 X 0 0 0 KEVIN A MCLAUGHLIN TRUSTEE 1.00 X 0 0 0 CHRIS MEHLING TRUSTEE 1.00 X 0 0 0 PAMELA PERILLOUX TRUSTEE 1.00 X 0 0 0 RUSTY SEWELL TRUSTEE 1.00 X 0 0 0 BRYAN P SMITH TRUSTEE 1.00 X 0 0 0 ANDREW WALLACE PH D TRUSTEE 1.00 X 0 0 0 RENEE WALLACE FOUNDER 1.00 X 0 0 0 JOSEPH COOPER CHIEF EXECUTIVE OFFICER 40.00 5.00 X 171145 0 20268 LORRIE CHRETIEN CHIEF PROGRAM OFFICER 40.00 X 91076 0 4653 RICHARD GRABER CHIEF DEVELOPMENT OFFICER 40.00 X 99302 0 7098 361523 0 32019 4 0 1 0 B A CONNECTIONS 733 MCCARDELL ST CHANNELVIEW TX 77530 BEHAVIOR SUPPORT SERVICES 154070 1 138371 439246 638046 1215663 MEDICAID 623990 6637758 6637758 ROOM AND BOARD 624100 551467 551467 OTHER 623990 19506 19506 HCS COVID 19 RELIEF PA 623990 13800 13800 7222531 76000 76000 797365 843632 -46267 -46267 -46267 128750 138371 81563 47187 47187 SETTLEMENT PROCEEDS 900099 13600 13600 OTHER 900099 5920 5920 19520 8534634 7242051 0 76920 471334 172060 161454 137820 3828870 3479480 330183 19207 55559 39243 16316 206315 135530 60395 10390 358181 309752 36338 12091 18600 18600 10201 10201 125727 68056 17155 40516 74 74 33468 6027 12715 14726 120026 54370 65656 606685 527621 78114 950 56411 55482 555 374 11320 7551 3769 185270 168910 16360 118741 106558 12183 HOST HOME AND MEDICAL C 742171 742171 FOOD AND DIETARY SUPPLI 222238 222238 MAINTENANCE AND REPAIRS 214421 214016 405 UTILITIES 168018 157027 10553 438 154413 130043 9896 14474 7708043 6596135 860922 250986 756158 856411 701313 250000 46307 43518 564739 788482 90786 51664 2387090 1673923 809829 713167 1054508 2395101 3532889 2877356 7556529 7975699 341457 458881 3688489 3065504 4029946 3524385 X 3480276 4407796 46307 43518 3526583 4451314 7556529 7975699 X 826591 215358 -117218 X 0 1 X 0 0 X 1064333 894841 1063597 1247975 1215663 5486409 6090108 6020421 6463853 6861698 7222531 32658611 7154441 6915262 7527450 8109673 8438194 38145020 491317 416336 475490 440361 439246 2262750 0 491317 416336 475490 440361 439246 2262750 35882270 2884 2351 8390 28966 76000 118591 2884 2351 8390 28966 76000 118591 6357 58704 12249 29485 19520 126315 7163682 6976317 7548089 8168124 8533714 38389926 0.93470 0.93340 0.00310 0.00110 X PART III SECTION B LINE 12 OTHER INCOME CONSISTS OF OF INSURANCE PROCEEDS, SETTLEMENT PROCEEDS, AND OTHER MISCELLANEOUS INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1666801 1104212 562589 720289 569711 150578 713167 RIGHT OF USE ASSET , NET OF ACCUMULATED AMORTIZATION 2718485 OTHER ASSETS 158871 2877356 457(B) LIABILITIES 138309 CAPITAL OPERATING LEASE OBLIGATIONS 2927195 3065504 8836287 215358 14933 230291 8605996 10201 -81563 -71362 8534634 7911556 198781 198781 7712775 10201 -14933 -4732 7708043 PART XI, LINE 2D - OTHER ADJUSTMENTS: INSURANCE DIVIDEND 14,933. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -81,563. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOK/TAX DIFFERENCE IN ACCOUNTING FOR CAPITAL OPERATING LEASES 82,379. CHANGE IN ALLOWANCE FOR DOUBTFUL ACCOUNTS 34,840. FUNDRAISING EXPENSES 81,563. ROUNDING -1. PART XII, LINE 4B - OTHER ADJUSTMENTS: INSURANCE DIVIDEND -14,933. PEARLS OF WISDOM 212835 121585 91250 2500 33768 22286 CLAY SHOOT 45319 7819 37500 11720 2872 4442 1 8967 8967 184 165 3626 267121 138371 128750 14404 36805 30354 81563 47187 0 0 0 0 0 0 0 0 0 JOSEPH COOPER CHIEF EXECUTIVE OFFICER 171145 0 0 0 0 0 0 0 20268 0 191413 0 0 0 THE VITA-LIVING FOUNDATION SUPPORTING ORGANIZATION 375216 REAL ESTATE RENTAL 0 FORM 990, PART VI, SECTION A, LINE 2 ANDREW WALLACE IS RENEE WALLACE'S SON. FORM 990, PART VI, SECTION B, LINE 11B A PDF COPY OF THE TAX RETURN IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE THE ORIGINAL IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY, INCLUDING A CONFLICT OF INTEREST QUESTIONNAIRE, IS REQUIRED TO BE SIGNED ANNUALLY AND IS REVIEWED AND FILED WITH THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 18 COPIES OF THE AUDITED FINANCIAL STATEMENTS AND TAX RETURN ARE PROVIDED AS A PDF TO THOSE REQUESTING THE INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN ALLOWANCE FOR DOUBTFUL ACCOUNTS -34,840. BOOK/TAX DIFFERENCE IN ACCOUNTING FOR CAPITAL OPERATING LEASES -82,379. ROUNDING 1. THE VITA-LIVING FOUNDATION 3300 S GESSNER HOUSTON TX 77063 760521020 SUPPORT FOR VITA LIVING, INC TX 501(C)(3) LINE 12B, II 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 THE VITA-LIVING FOUNDATION C 439246 CASH THE VITA-LIVING FOUNDATION K 375216 CASH THE VITA-LIVING FOUNDATION N 0 THE VITA-LIVING FOUNDATION O 0 THE VITA-LIVING FOUNDATION Q 4162 CASH