2025-02-25T23:58:35-06:00 2024-06-30 993136398 KDP & CO LLC 101 S 27TH STREET STE 100 BOISE ID 83702 990 2023-07-01 930640525 LIVING OPPORTUNITIES INC LIVI 5417721503 PO BOX 1105 MEDFORD OR 97501 JIM NORRIS COO 5417721503 2025-02-14 1 1 X ANNIE DRIVER CPA P00742659 2083737890 2023 2025-03-06 01:10:19Z AMBER MYRE PO BOX 1105 MEDFORD OR 97501 9684598 0 X WWW.LIVINGOPPS.ORG X 1974 OR SUPPORT PEOPLE WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES TO WORK FOR THE SAME COMPANIES, LIVE IN THE SAME NEIGHBORHOODS, AND ENGAGE IN THE SAME ACTIVITIES AS OTHERS IN THE COMMUNITY. PRIMARY SERVICES INCLUDE SUPPORTED EMPLOYMENT, SUPPORTED LIVING, 24-HOUR RESIDENTIAL LIVING, AND ART STUDIO. 10 10 229 54 0 0 9384700 8780813 682892 638435 58000 207878 -61849 38467 10063743 9665593 38178 0 0 0 8090992 8302801 0 0 59083 1287005 1345203 9416175 9648004 647568 17589 8367554 8610246 1137892 1244667 7229662 7365579 X OUR MISSION IS TO SUPPORT PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISIBILITIES TO LIVE IN THE SAME NEIGHBORHOODS, WORK FOR THE SAME EMPLOYERS, AND SHARE IN THE SAME EXPERIENCES TO WHICH WE ALL ASPIRE. 0 0 3435669 170585 24-HOUR RESIDENTIAL: PROVIDES 24/7 ASSISTANCE TO INDIVIDUALS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES SO THAT THESE INDIVIDUALS CAN LIVE IN HOMES IN COMMUNITY SETTINGS, OUTSIDE OF NURSING HOMES AND INSTITUTIONS. SERVICES INCLUDE A FULL RANGE OF ACTIVITIES OF DAILY LIVING AND INSTRUMENTAL ACTIVITIES OF DAILY LIVING, ADDRESSING HEALTH, SAFETY, AND QUALITY OF LIFE ISSUES. 1777109 370018 EMPLOYMENT: PROVIDES CAREER EXPLORATION, DISCOVERY, JOB TRAINING PROGRAMS, AND JOB DEVELOPMENT SO THAT INDIVIDUALS WITH DISABILITIES CAN WORK IN LOCAL BUSINESSES IN THE COMMUNITY. THE ORGANIZATION PROVIDES THE SERVICES NOTED AND THEN SUPPORTS THE INDIVIDUALS PLACED IN JOBS ONGOING SO THEY CAN SUCCESSFULLY MAINTAIN EMPLOYMENT. IF AN INDIVIDUAL LOSES A JOB, THE ASSESSMENT, DEVELOPMENT AND PLACEMENT SERVICES ARE REVISITED TO ACHIEVE A DIFFERENT JOB PLACEMENT. 2562353 25538 SUPPORTED LIVING SERVICES: PROVIDES INDIVIDUALS WITH THE ASSISTANCE THEY NEED TO SUCCESSFULLY LIVE WHERE THEY WANT AND CAN AFFORD. SERVICES ARE INDIVIDUALLY TAILORED, BUT MOST OFTEN FALL IN THE AREA OF ASSISTANCE RELATED TO MEALS, MEDICAL AND MONEY. FOR EXAMPLE MEAL-RELATED SERVICES MIGHT INCLUDE HELPING THE INDIVIDUAL DEVELOP A MENU, SHOP FOR FOOD AND SUPPLIES, SAFE FOOD STORAGE, MEAL PREPARATION, TOOL SAFETY (STOVE, ETC.), DIET, ETC. MEDICAL SERVICES MIGHT INCLUDE HELPING THE INDIVIDUAL IDENTIFY A MEDICAL NEED, MAKE A DOCTOR APPOINTMENT, GET TO THE DOCTOR (BUS, CAB, WALK), INTERPRET AND IMPLEMENT THE DOCTOR'S FINDINGS AND PRESCRIPTIONS, FOLLOW UP CARE, ETC. 510261 111158 OTHER PROGRAM SERVICES: PROVIDES ASSISTANCE WITH RECREATION TO INDIVIDUALS WITH DISABILITIES SO THAT THESE INDIVIDUALS CAN ENJOY ACTIVITIES IN COMMUNITY SETTINGS. ALSO PROVIDES ASSISTANCE AND CONSULTATION SERVICES TO COMMUNITY PARTNERS, FAMILIES, OTHER ORGANIZATIONS, AND THE GENERAL PUBLIC. PROVIDES TRANSPORTATION ASSISTANCE TO INDIVIDUALS WITH DIABILITIES SO THAT THESE INDIVIDUALS CAN MOVE SAFELY AND EFFICIENTLY THROUGH THE COMMMUNITY. ALSO OFFERING ART, MUSIC, AND DRAMA. FAMILY NETWORK OFFERING SUPPORT AND CONNECTION TO FAMILIES AND PARENTS OF INDIVIDUALS LIVING WITH DISABILITIES. 510261 111158 8285392 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 29 0 1 229 1 0 0 0 0 0 1 1 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 1 0 OR X X X JIM NORRIS COO 5417721503 PO BOX 1105 MEDFORD OR 97501 BAYLEE LAVOIE BOARD MEMBER 1.00 X 0 0 0 RICHARD WATSON BOARD MEMBER 1.00 X 0 0 0 BRENT KELL BOARD MEMBER 1.00 X 0 0 0 TIM D'ALESSANDRO BOARD MEMBER 1.00 X 0 0 0 JOE DAVIS BOARD MEMBER 1.00 X 0 0 0 LUCINDA MOULDING BOARD MEMBER 1.00 X 0 0 0 AMBER MYRE CEO 45.00 X 141307 0 18653 JIM NORRIS COO 40.00 X 94822 0 22515 LES CRACRAFT VICE CHAIR 1.00 X 0 0 0 ROGER HASSENPFLUG SECRETARY 1.00 X 0 0 0 TIM CLAYTON CHAIR 1.00 X 0 0 0 KARLIE VANDENBUSCH TREASURER 1.00 X 0 0 0 236129 0 41168 1 0 1 0 KDP & CO LLC 841 OHARE PARKWAY STE 200 MEDFORD OR 97504 PROFESSIONAL SERVICES 102860 1 23665 8250724 506424 29999 8780813 CONTRACTS 624310 466678 466678 CLIENT FEES 624100 145096 145096 FOOD STAMPS 624200 26661 26661 638435 194826 194826 10905 0 10905 10905 10905 12785 267 0 0 12785 267 13052 13052 31660 23665 19005 12655 12655 MISCELLANEOUS 623000 14907 14907 14907 9665593 677299 0 207481 271897 271897 6506098 6074700 427091 4307 965559 871872 93681 6 559247 503698 55093 456 8349 8349 343397 95967 236278 11152 12285 400 11885 30086 12440 12226 5420 6040 375 5665 13542 13542 34340 20235 14105 69473 53183 16290 SUPPLIES AND EQUIPMENT 282510 250189 32256 65 UTILITIES 151202 123793 27409 TRAVEL AND TRAINING 139431 107930 31204 297 REPAIRS & MAINTENANCE 66300 64341 1959 188248 92727 58141 37380 9648004 8285392 1303529 59083 1222533 639132 411540 643956 54775 64915 4395940 1198740 1775381 3197200 3675429 2821987 231002 231002 996894 1012054 8367554 8610246 629682 644402 1250 159332 506960 440933 1137892 1244667 X 6323890 6400973 905772 964606 7229662 7365579 8367554 8610246 17589 118328 0 X 0 1 X 0 0 X 7205508 8744259 8310434 9384700 8780813 42425714 7205508 8744259 8310434 9384700 8780813 42425714 42425714 6785 3828 10513 10260 205731 237117 95566 41263 -35545 4540 14907 120731 42783562 3322182 0.99160 0.99480 X 41887 41887 9606117 9648004 632400 158100 0 0 549376 595000 620809 632400 2397585 3596378 2000 18000 41887 61887 137344 148787 155202 158100 599433 899150 882091 15000 98818 34679 8349 952881 850022 15000 56633 31553 8011 882091 907555 20000 -42205 27889 7439 850022 645686 20000 248913 7044 907555 634820 15000 1678 5812 645686 1 0 1233547 1233547 2683791 775505 1908286 453811 399345 54466 24791 23890 901 3197200 INTEREST IN ASSETS HELD BY OCF 952881 RIGHT OF USE - OPERATING LEASE 53620 RIGHT OF USE - FINANCE LEASE 5553 1012054 LEASE OBLIGATIONS 59737 LOAN PAYABLE 381196 440933 X 9823577 118328 29000 19005 166333 9657244 8349 8349 9665593 9687660 29000 19005 48005 9639655 8349 8349 9648004 PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR FUTURE PROGRAM EXPENSES. PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL INCOME TAX. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN RECORDED. THE ACCOUNTING REQUIREMENTS UNDER U.S. GENERLA ACCEPTED ACCOUNTING PRINCIPALS PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES FURNARTURE 55325 23665 31660 650 18355 55325 23665 31660 650 18355 19005 12655 X X 0 0 0 0 0 0 0 0 0 AMBER MYRE CEO 141307 0 0 0 0 0 0 0 0 18653 141307 18653 0 0 X SUPPLIES 0 29999 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B LINE 8 EXPLANATION - MINUTES ARE KEPT OF BOARD MEETINGS, BUT COMMITTEES REPORT TO THE BOARD OF DIRECTORS, SO ACTIONS OF THE COMMITTEE ARE SUMMARIZED IN THE BOARD MINUTES WHEN PRESENTED TO THE BOARD OF DIRECTORS. NO COMMITTEES HAVE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FORM 990 WILL BE PRESENTED TO THE FULL BOARD OF DIRECTORS INCLUDING SIGNIFICANT SCHEDULE PRIOR TO SUBMISSION AND FILING OF THAT FORM TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY AS PART OF THE AUDIT PROCESS, A CONFLICT OF INTEREST REVIEW IS PERFORMED FOR BOARD MEMBERS AND THE CEO & COO. IDENTIFIED RELATED PARTY TRANSACTIONS AND POTENTIAL CONFLICTS OF INTEREST ARE LISTED IN DETAIL, INCLUDING STEPS FOLLOWED TO AVOID A DIRECT CONFLICT OF INTEREST. THE REPORT IS REVIEWED BY BOTH THE CEO & COO AND MADE AVAILABLE TO THE BOARD OF DIRECTORS. HANDLING OF CONFLICTS OF INTEREST ARE ADDRESSED IN ORGANIZATION BYLAWS, "2.18 DIRECTOR CONFLICT OF INTEREST". A COPY OF THE MOST RECENT REPORT IS KEPT WITH THE CORPORATE RECORDS. FORM 990, PART VI, SECTION B, LINE 15A WHEN REVIEWING THE COMPENSATION OR HIRING A NEW CEO, THE BOARD PERFORMS A REVIEW TO DETERMINE SUITABLE COMPENSATION. THIS PROCESS INCLUDES A REVIEW OF COMPENSATION DATA FROM APPROPRIATE SALARY SURVEYS, OTHER COMPARABLE ORGANIZATIONS, ETC. THE BOARD RETAINS DOCUMENTATION OF THE DELIBERATION AND FINAL DECISION. FORM 990, PART VI, SECTION C, LINE 18 COPIES OF FORMS 1023 AND 990 ARE MADE AVAILABLE UPON REQUEST. ADDITIONALLY, THE FORM 990 IS AVAILABLE AT CHARITYNAVIGATOR.ORG. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. ANNUAL REPORTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. LITHIA SKY LLC 300 W MAIN ST MEDFORD OR 97501 AFFORDABLE HOUSING OR 0 0 TRACKING OPPORTUNITIES LLC TRACKING OPPORTUNITIES LLC 300 W MAIN ST MEDFORD OR 97504 200114168 AFFORDABLE HOUSING OR ON TRACK INC 0 0 0.23800 LIVING ON TRACK LP 300 W MAIN ST MEDFORD OR 97504 200114207 AFFORDABLE HOUSING OR TRACKING OPP LLC 0 0 0.00010 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TRACKING OPPORTUNITIES LLC D 1067387 LOAN STATEMENT