2025-04-18T13:06:45-04:00 2024-06-30 351719602 BRADLEY & ASSOCIATES INC 201 S CAPITOL AVE SUITE 700 INDIANAPOLIS IN 46225 990 2023-07-01 351136833 OPPORTUNITY ENTERPRISES INC OPPO 2194649621 2801 EVANS AVENUE VALPARAISO IN 46383 MARK FISHER CFO 2194649621 2025-04-18 true false WADE HILL P02253991 3172375500 2025-04-18 2023 2025-03-06 01:10:19Z NEIL SAMAHON 2801 EVANS AVE VALPARAISO IN 46383 24963008 false X OPPENT.ORG X 1967 IN THE MISSION OF OPPORTUNITY ENTERPRISES IS TO CREATE INCLUSIVE AND EQUITABLE OPPORTUNITIES FOR PEOPLE OF ALL ABILITIES. THE AGENCY PROVIDES VOCATIONAL TRAINING, DAY SERVICES, TRANSPORTATION, AND RESIDENTIAL SERVICES TO CLIENTS IN PORTER COUNTY, INDIANA. 14 14 497 398 0 10029724 5067702 16261249 18942601 298609 253000 10221 68581 26599803 24331884 0 0 16823149 18188277 0 733865 5955961 6065390 22779110 24253667 3820693 78217 22751413 21260437 4620425 3744180 18130988 17516257 X THE MISSION OF OPPORTUNITY ENTERPRISES IS TO CREATE INCLUSIVE AND EQUITABLE OPPORTUNITIES FOR PEOPLE OF ALL ABILITIES. THE AGENCY PROVIDES VOCATIONAL TRAINING, DAY SERVICES, TRANSPORTATION, AND RESIDENTIAL SERVICES TO CLIENTS IN PORTER COUNTY, INDIANA. false false 10242562 11889138 OPPORTUNITY ENTERPRISES, INC. PROVIDES A VARIETY OF SERVICES TO INDIVIDUALS IN THEIR RESIDENCE. THE AGENCY CURRENTLY OPERATES SEVEN GROUP HOMES DEDICATED TO SERVING INDIVIDUALS WITH A RANGE OF MILD TO SEVERE AND PROFOUND DEVELOPMENTAL DISABILITIES. THE HOMES PROVIDE A NATURAL, NON- CLINICAL SETTING TO FOSTER A SENSE OF FAMILIAL COMFORT AND STABILITY FOR OUR RESIDENTS. FIVE GROUP HOMES CURRENTLY SUPPORT SIX RESIDENTS, ONE GROUP HOME SUPPORTS SEVEN RESIDENTS, AND ONE GROUP HOME SUPPORTS EIGHT RESIDENTS, TO OPTIMIZE OPPORTUNITIES FOR INDIVIDUAL AND GROUP TRAINING IN AREAS OF DAILY LIVING, LEISURE SKILLS, AND COMMUNITY INTEGRATION, AND ALSO SUPPORTS INDIVIDUALS IN GROUP HOMES WITH ADDITIONAL MEDICAL AND NUTRITIONAL SUPPORT. IN ADDITION, THE AGENCY ALSO HAS A SUPPORTED LIVING PROGRAM, WHICH PROVIDES SUPPORT TO ADULTS WITH DISABILITIES WHO WANT TO LIVE IN THEIR OWN APARTMENT OR HOME. PARTICIPANTS RECEIVE SUPPORT ON AN AS-NEEDED BASIS THROUGH INDIVIDUALIZED PROGRAMS DEVELOPED AND IMPLEMENTED TO SPECIFIC NEEDS. FINALLY, THE AGENCY PROVIDES RESPITE SERVICES, WHICH ARE DESIGNATED BY THE STATE TO BE "RELIEF OF THE PRIMARY CAREGIVER". 5871619 5251984 OPPORTUNITY ENTERPRISES, INC. PROVIDES MANY JOB PLACEMENT OPTIONS FOR THEIR CLIENTS, BOTH WITHIN THE FACILITY AND WITHIN THE COMMUNITY. JOBSOURCE SPECIALIZES IN HELPING INDIVIDUALS WITH DISABILITIES FIND AND KEEP MEANINGFUL EMPLOYMENT. OUTSOURCE SOLUTIONS, CLEAN TEAM, AND SECURE SHRED ARE DIVISIONS OF OPPORTUNITY ENTERPRISES WHICH PROVIDE SERVICES FOR BUSINESSES WHILE ALSO PROVIDING MEANINGFUL WORK FOR CHALLENGED INDIVIDUALS. AT THE DO GOODIES MARKET, OPPORTUNITY ENTERPRISES STRIVES TO HELP INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES REACH THEIR FULLEST POTENTIAL BY TEACHING FOOD PRODUCTION AND CUSTOMER SERVICE SKILLS. 2733057 897944 OPPORTUNITY ENTERPRISES, INC. OFFERS VARIOUS DAY SERVICE OPTIONS FOR CONSUMERS INTERESTED IN A STRUCTURED AND MEANINGFUL DAY. THE AGENCY OFFERS SEVERAL CURRICULUM-BASED DAY HABILITATION PROGRAMS. AT THE AGENCY'S LAKESIDE FACILITY, THE RENEWED HORIZONS PROGRAM SERVICES THE AGING POPULATION. ALSO LOCATED AT THE AGENCY'S LAKESIDE FACILITY, ENRICHING POSSIBILITIES IS A PROGRAM DESIGNED TO FIT THE NEEDS OF INDIVIDUALS WITH MULTIPLE OR SEVERE DISABILITIES IN A GOAL-ORIENTED ENVIRONMENT. DAILY LIVING SKILLS OFFERS A VARIETY OF OPPORTUNITIES TO LEARN VARIOUS DAILY LIFE SKILLS FOR INDIVIDUALS WITH MULTIPLE OR SEVERE DISABILITIES. 1761012 1333637 OPPORTUNITY ENTERPRISES, INC. PROVIDES CONVENIENT AND ACCESSIBLE TRANSPORTATION SERVICES TO RESIDENTS OF PORTER COUNTY AND SELECT AREAS OF NEIGHBORING COUNTIES. WITHIN DAY PROGRAMMING, OPPORTUNITY ENTERPRISES, INC. PROVIDES A VARIETY OF CURRICULUM WHICH PROVIDE CONSUMERS WITH CREATED AND POSITIVE OUTLETS FOR THEIR INTERESTS AND TALENTS. SOME PROGRAMS INCLUDE ASSISTIVE TECHNOLOGY AND ART ENRICHMENT. ADDITIONALLY, OPPORTUNITY ENTERPRISES, INC. PROVIDES COMMUNITY INTEGRATION FOR OUR CLIENTS TO PARTICIPATE IN COMMUNITY OFFERINGS. OPPORTUNITY ENTERPRISES, INC. PROVIDES A VARIETY OF OTHER SERVICES TO CLIENTS THROUGHOUT NORTHWEST INDIANA. 1761012 1333637 20608250 true true false true false false false false false true true false false true true true true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 63 0 true 497 true false false false false false true true false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false IN X MARK FISHER 2194649621 2801 EVANS AVE VALPARAISO IN 46383 NEIL SAMAHON CEO 40.00 X 200771 0 6108 DEBORAH CUMMINS SUPPORTED LI 94.00 X 124407 0 4972 MARK FISHER CFO 40.00 X 108284 0 4315 VALERIE THILL CPO 40.00 X 107904 0 4260 ANGELA HARRIS SUPPORTED LI 86.00 X 105794 0 4228 JENNIFER JARRIEL NURSE (RN) 48.00 X 102540 0 4097 STEPHANIE ANDERSON CHRO 40.00 X 100303 0 3950 NICOLE ALCORN MEMBER 1.00 X 0 0 0 RICK AMRHEIN MEMBER 1.00 X 0 0 0 BETH CASBON VICE CHAIRPE 1.00 X 0 0 0 DENISE CONLON MEMBER 1.00 X 0 0 0 JOHN FREYEK CHAIRPERSON 1.00 X 0 0 0 ROD GAYDA MEMBER 1.00 X 0 0 0 ERIN HAWKINS MEMBER 1.00 X 0 0 0 SHANNON LEE MEMBER 1.00 X 0 0 0 PATRICK LYP SECRETARY 1.00 X 0 0 0 GEORGE PATI MEMBER 1.00 X 0 0 0 DANA RIFAI MEMBER 1.00 X 0 0 0 KATHLEEN SMITH TREASURER 1.00 X 0 0 0 STEPHANIE SWEARINGTON MEMBER 1.00 X 0 0 0 ANN MARIE WOOLWINE MEMBER 1.00 X 0 0 0 850003 31930 7 false true false 25679 514327 1177667 3350029 72442 5067702 RESIDENTIAL SERVICES 623990 11889138 11889138 EMPLOYMENT SERVICES 624100 5251984 5251984 DAY SERVICES 624100 897944 897944 TRANSPORTATION SERVICES 485000 855165 855165 ENRICHMENT SERVICES 624100 11053 11053 37317 37317 18942601 55865 55865 135561 153755 -18194 -18194 -18194 287500 90365 197135 197135 197135 68452 514327 232838 -164386 -164386 301884 154166 147718 147718 MISC. INCOME 900099 103443 103443 103443 24331884 19372703 -108521 326999 326999 14583004 12782374 1262389 538241 250114 200122 38259 11733 1941458 1543422 357680 40356 1086702 929149 117480 40073 15147 2457 12690 130544 34403 96141 2542 2542 173011 94339 52878 25794 40748 32596 1621 6531 360593 301040 26966 32587 428331 76440 336935 14956 814216 769350 44476 390 832138 794075 33773 4290 31969 15926 14592 1451 669160 640325 28058 777 PASS-THRU GRANTS 1564500 1564500 PROVIDER ASSESSMENT 302737 302737 FOOD & BEVERAGE 221981 201785 9735 10461 EQUIP/MAINT/LEASE 165112 127635 36245 1232 312661 193033 114635 4993 24253667 20608250 2911552 733865 2407393 2149395 1367527 375105 1021994 515355 3494195 2066469 30667 79653 451655 460360 25282688 12809701 9822874 12472987 4155108 3141113 22751413 21260437 2551008 1792047 152155 155986 1403632 1295527 513630 500620 4620425 3744180 X 16486722 16696196 1644266 820061 18130988 17516257 22751413 21260437 X 78217 17524 -710472 X false true X true false X 3359127 4671239 5170919 10029724 5067702 28298711 3359127 4671239 5170919 10029724 5067702 28298711 2743410 25555301 167332 149875 141990 397171 191426 1047794 190422 113021 34967 74392 103443 516245 29862750 77160100 0.85580 0.87330 X PART II, LINE 10 MISC INCOME 516,245 SUPPLEMENTAL INFORMATION MISC INCOME 2023 103,443 2022 74,392 2021 34,967 2020 113,021 2019 190,422 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 2542 2542 false SCHEDULE C, PART IV THE AGENCY IS A MEMBER OF INARF, INC., A TRADE ASSOCIATION. THIS AMOUNT REPRESENTS THE LOBBYING PORTION OF THE MEMBERSHIP DUES. 2435911 44000 303410 -149292 2634029 2313516 30000 208640 -116245 2435911 2845940 12389 -330870 -213943 2313516 2054819 29010 762111 2845940 2127598 81077 -61923 -91933 2054819 0.75000 0.25000 true false 1111410 1111410 19536006 9171590 10364416 799714 496325 303389 3835558 3141786 693772 12472987 FUNDS HELD BY COMMUNITY FOUNDATION 2634029 OPERATING LEASE ROU ASSET 500621 ACCRUED INTEREST RECEIVABLE 6463 3141113 OPERATING LEASE LIABILITY-LONG TERM 349177 OPERATING LEASE LIABILITY-SHORT TERM 151443 500620 X 24817725 17524 17524 24800201 -468317 -468317 24331884 24721984 540759 540759 24181225 72442 72442 24253667 SCHEDULE D, PAGE 2, PART V, LINE 4 THE PRIMARY PURPOSE OF ONE OF THE FUNDS SHALL BE TO PROVIDE SUPPORT TO CHILDREN'S PROGRAMS AT OPPORTUNITY ENTERPRISES, INC. IN THE EVENT CHILDREN'S PROGRAMS ARE NO LONGER OFFERED, THE FUND SHALL PROVIDE SUPPORT TO OPPORTUNITY ENTERPRISES, INC. TO CARRY OUT ITS ROLE AND MISSION AS DESCRIBED BY ITS GOVERNING DOCUMENTS. THE PRIMARY PURPOSE OF THE SECOND FUND IS FOR GENERAL PURPOSES TO CARRY OUT OPPORTUNITY ENTERPRISES, INC.'S MISSION. SCHEDULE D, PAGE 3, PART X THE AGENCY HAS BEEN GRANTED EXEMPTION FROM TAXATION AS A NON-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. ACCORDINGLY, NO EXPENSE HAS BEEN RECOGNIZED FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 4B NON-CASH DONATIONS 72,442 COGS -154,166 SPECIAL EVENTS -232,838 RENT EXPENSE -153,755 SCHEDULE D, PAGE 4, PART XII, LINE 2D COGS 154,166 RENT EXPENSE 153,755 SPECIAL EVENTS 232,838 SCHEDULE D, PAGE 4, PART XII, LINE 4B NON-CASH DONATIONS 72,442 WINTER GALA 531493 475765 55728 72442 84444 52229 GOLF OUTING 51286 38562 12724 19781 3942 582779 514327 68452 72442 104225 56171 232838 -164386 X X X X false false false false false false false false false NEIL SAMAHON CEO 200186 225 360 6108 206879 X AUCTION ITEMS 52 72442 FMV false true false FORM 990 - ORGANIZATION'S MISSION THE MISSION OF OPPORTUNITY ENTERPRISES IS TO CREATE INCLUSIVE AND EQUITABLE OPPORTUNITIES FOR PEOPLE OF ALL ABILITIES. THE AGENCY PROVIDES VOCATIONAL TRAINING, DAY SERVICES, TRANSPORTATION, AND RESIDENTIAL SERVICES TO CLIENTS IN PORTER COUNTY, INDIANA. FORM 990, PAGE 2, PART III, LINE 4A OPPORTUNITY ENTERPRISES, INC. PROVIDES A VARIETY OF SERVICES TO INDIVIDUALS IN THEIR RESIDENCE. THE AGENCY CURRENTLY OPERATES SEVEN GROUP HOMES DEDICATED TO SERVING INDIVIDUALS WITH A RANGE OF MILD TO SEVERE AND PROFOUND DEVELOPMENTAL DISABILITIES. THE HOMES PROVIDE A NATURAL, NON- CLINICAL SETTING TO FOSTER A SENSE OF FAMILIAL COMFORT AND STABILITY FOR OUR RESIDENTS. FIVE GROUP HOMES CURRENTLY SUPPORT SIX RESIDENTS, ONE GROUP HOME SUPPORTS SEVEN RESIDENTS, AND ONE GROUP HOME SUPPORTS EIGHT RESIDENTS, TO OPTIMIZE OPPORTUNITIES FOR INDIVIDUAL AND GROUP TRAINING IN AREAS OF DAILY LIVING, LEISURE SKILLS, AND COMMUNITY INTEGRATION, AND ALSO SUPPORTS INDIVIDUALS IN GROUP HOMES WITH ADDITIONAL MEDICAL AND NUTRITIONAL SUPPORT. IN ADDITION, THE AGENCY ALSO HAS A SUPPORTED LIVING PROGRAM, WHICH PROVIDES SUPPORT TO ADULTS WITH DISABILITIES WHO WANT TO LIVE IN THEIR OWN APARTMENT OR HOME. PARTICIPANTS RECEIVE SUPPORT ON AN AS-NEEDED BASIS THROUGH INDIVIDUALIZED PROGRAMS DEVELOPED AND IMPLEMENTED TO SPECIFIC NEEDS. FINALLY, THE AGENCY PROVIDES RESPITE SERVICES, WHICH ARE DESIGNATED BY THE STATE TO BE "RELIEF OF THE PRIMARY CAREGIVER". FORM 990, PAGE 2, PART III, LINE 4D OPPORTUNITY ENTERPRISES, INC. PROVIDES CONVENIENT AND ACCESSIBLE TRANSPORTATION SERVICES TO RESIDENTS OF PORTER COUNTY AND SELECT AREAS OF NEIGHBORING COUNTIES. WITHIN DAY PROGRAMMING, OPPORTUNITY ENTERPRISES, INC. PROVIDES A VARIETY OF CURRICULUM WHICH PROVIDE CONSUMERS WITH CREATED AND POSITIVE OUTLETS FOR THEIR INTERESTS AND TALENTS. SOME PROGRAMS INCLUDE ASSISTIVE TECHNOLOGY AND ART ENRICHMENT. ADDITIONALLY, OPPORTUNITY ENTERPRISES, INC. PROVIDES COMMUNITY INTEGRATION FOR OUR CLIENTS TO PARTICIPATE IN COMMUNITY OFFERINGS. OPPORTUNITY ENTERPRISES, INC. PROVIDES A VARIETY OF OTHER SERVICES TO CLIENTS THROUGHOUT NORTHWEST INDIANA. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT COPY IS REVIEWED IN DEPTH BY THE CFO AND THE BOARD FINANCE COMMITTEE. ONCE IT IS APPROVED AT THAT LEVEL IT IS TAKEN TO THE FULL BOARD FOR A VOTE. ALL BOARD MEMBERS HAVE A CHANCE TO REVIEW AND COMMENT ON THE FORM 990 PRIOR TO VOTING AND FILING. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, BOARD MEMBERS ARE REQUIRED TO SIGN AND DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THE FORMS ARE REVIEWED BY THE CEO AND CFO, AND ANNUAL COMPLIANCE IS MONITORED BY THE EXECUTIVE ASSISTANT. FORM 990, PAGE 6, PART VI, LINE 15A THE CEO SALARY IS DETERMINED BY AND APPROVED BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 15B THE CEO SALARY IS DETERMINED BY AND APPROVED BY THE BOARD OF DIRECTORS. THE CFO AND OTHER KEY EMPLOYEES' SALARIES ARE DETERMINED BY THE CEO. FORM 990, PAGE 6, PART VI, LINE 19 THE FORM 990 IS POSTED ON GUIDESTAR. AS NOTED ON THE AGENCY'S WEBSITE, FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 RESTRICTED CONTRIBUTIONS 139,305 ENDOWMENT FUND ACTIVITY 198,117 NET ASSETS RELEASED FROM DONOR RESTRICTION -1,047,894 TOTAL -710,472