2025-05-14T19:27:11-05:00 2024-06-30 941250261 LINDQUIST VON HUSEN & JOYCE LLP 301 HOWARD STREET SUITE 850 SAN FRANCISCO CA 94105 990 2023-07-01 946050196 LIFEHOUSE INC LIFE 4155265300 18 PROFESSIONAL CENTER PARKWAY SAN RAFAEL CA 94903 NANCY DOW MOODY PRESIDENT/CEO 4155265300 2025-05-14 1 1 KYLE GANLEY P01443362 4159579999 2023 2025-03-06 01:10:19Z NANCY DOW MOODY 18 PROFESSIONAL CENTER PARKWAY SAN RAFAEL CA 94903 33993193 0 X WWW.LIFEHOUSEAGENCY.ORG X 1957 CA PROVIDE A LIFETIME OF SUPPORT FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 15 14 554 130 0 0 1362531 1435336 30436389 32220860 37311 55890 -77185 -21954 31759046 33690132 0 0 0 0 30759642 29880595 0 0 877404 2512450 2652081 33272092 32532676 -1513046 1157456 12999263 12889054 5752589 4398912 7246674 8490142 X TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES IN OUR COMMUNITY BY PROVIDING A LIFETIME OF COMPASSIONATE SUPPORT IN AN ATMOSPHERE OF RESPECT, INSPIRATION AND PURPOSE. 0 0 24819693 29028451 SUPPORTED (COMMUNITY) LIVING PROGRAM- INDIVIDUALIZED TRAINING AND SUPPORT FOR ADULTS AND SENIORS ENABLING THEM TO LIVE IN THEIR OWN APARTMENTS OR HOMES. SERVICES RANGE FROM A FEW HOURS WEEKLY TO 24 HOUR SUPPORT. THE AMOUNT AND TYPE OF SUPPORT PROVIDED IS INDIVIDUALIZED ACCORDING TO THE PERSON'S NEEDS. SOME AREAS OF SUPPORT MAY INCLUDE DOMESTIC SKILLS, FINANCIAL MANAGEMENT, SOCIAL SKILLS, HEALTH AND HYGIENE, COMMUNITY INTEGRATION, TRANSPORTATION SKILLS, VOCATION AND PERSONAL GROWTH. TYPICALLY, INDIVIDUALS GO OUT TO WORK OR TO A DAY PROGRAM DURING THE DAY, WHICH MAY HAVE AN EDUCATIONAL OR VOCATIONAL FOCUS, OR IN SOME CASES, BOTH. 2266603 2137734 INTERMEDIATE CARE FACILITIES- THREE RESIDENTIAL FACILITIES PROVIDE COMPREHENSIVE SUPPORT SERVICES FOR 18 INDIVIDUALS WITH SEVERE PHYSICAL AND INTELLECTUAL DISABILITIES. STAFF ARE PRESENT ON A 24-HOUR, SEVEN DAYS A WEEK BASIS WITH REGISTERED NURSES AND DOCTORS FOR SUPPORT. 826994 907468 INDEPENDENT LIVING - TWO TRAINING HOMES PROVIDE AN EDUCATIONAL ENVIRONMENT FOR ADULTS, WITH MILD DEVELOPMENTAL DISABILITES, TO LEARN THE NECESSARY INDEPENDENT LIVING AND SOCIAL SKILLS REQUIRED FOR INDEPENDENT LIVING; AS WELL AS SOCIAL SKILLS REQUIRED FOR EFFECTIVE INDEPENDENT COMMUNITY LIVING. 197941 147207 OTHERS 197941 147207 28111231 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 16 0 1 554 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X THE ORGANIZATION 4155265300 18 PROFESSIONAL CENTER PARKWAY SAN RAFAEL CA 94903 ERIC AANES VICE CHAIR 0.50 X X 0 0 0 AL BRAYTON DIRECTOR 0.50 X 0 0 0 DOUG CLOUGH CHAIR 0.50 X X 0 0 0 LIA ECONOMOPOULOS DIRECTOR 0.50 X 0 0 0 DANIEL ENGEL DIRECTOR 0.50 X 0 0 0 PAUL SMITH DIRECTOR 0.50 X 0 0 0 JUSTIN TEDFORD DIRECTOR 0.50 X 0 0 0 NANCY DOW MOODY PRESIDENT & CEO 40.00 X X 350430 0 25726 STEPHEN MEEKER DIRECTOR 0.50 X 0 0 0 ANDREA HENDERSON SECRETARY 0.50 X X 0 0 0 SUSAN MCFADDEN DIRECTOR 0.50 X 0 0 0 GINNY QUICK TREASURER 0.50 X X 0 0 0 MARSHA TREADWELL DIRECTOR 0.50 X 0 0 0 JOSEPH SPINELLI BOARD EMERITUS 0.50 X 0 0 0 PHIL JOHNSON DIRECTOR 0.50 X 0 0 0 ANN ELIAS CHIEF DEVELOPMENT OFFICER 40.00 X 165558 0 19433 VIOLA MORRIS CHIEF FINANCE OFFICER 40.00 X 154783 0 13674 TIMOTHY EVANS CHIEF OPERATING OFFICER 40.00 X 197400 0 19229 KATHERINE PETCAVICH CHIEF HUMAN RESOURCES OFFICER 40.00 X 178310 0 16651 KATHERINE O'CONNOR DIRECTOR OF PROGRAMS & OPE 40.00 X 132037 0 18402 RACHEL SCADUTO SLS HOUSE LEAD 40.00 X 162739 0 14989 WINER BENJAMIN SLS HOUSE LEAD 40.00 X 139723 0 13300 VILAIRE JEAN SLS COUNSELOR 40.00 X 129832 0 13099 MARVIS MWESIGWA SLSPC PRIMARY COUNSELOR 40.00 X 128907 0 13482 1739719 0 167985 25 0 1 0 0 268800 1166536 27100 1435336 CLIENT FEES 623990 32121734 32121734 MANAGEMENT FEES 623990 74511 74511 ADMIN. & MISC. INCOME 623990 24615 24615 32220860 47805 47805 43548 35463 8085 8085 8085 245644 268800 267598 -21954 -21954 33690132 32220860 0 33936 924432 184277 499730 240425 23336352 21714142 1275606 346604 464245 453805 9240 1200 2814815 2644924 131085 38806 2340751 2181107 122444 37200 184495 10642 157357 16496 478093 165874 311140 1079 210331 202775 5483 2073 22402 1761 14591 6050 123963 18100 105863 296897 69376 227521 83405 64087 17434 1884 CONSULTANTS/CONTRACTORS 741787 64991 555485 121311 QUALITY ASSURANCE FEES 121998 121998 RECRUITMENT, HIRING AND 95818 56931 38706 181 FOOD, MEDICINE & SUPPLI 91001 90925 76 201891 65516 72356 64019 32532676 28111231 3544041 877404 300 0 1304193 1033117 67158 15200 2994509 3219065 78183 79590 95549 162503 9278270 2913976 6570440 6364294 681564 738781 1207367 1276504 12999263 12889054 1699002 2003616 5843 1 2699108 2245421 1348636 149874 5752589 4398912 X 6525043 8139666 721631 350476 7246674 8490142 12999263 12889054 1157456 86012 0 X X 0 1 X 1 0 X 2340952 1425183 2859795 1372531 1435336 9433797 2340952 1425183 2859795 1372531 1435336 9433797 571440 8862357 40053 33881 42182 47808 47805 211729 3896 3896 63738 -1617 -55380 -77185 -13869 -84313 9565109 142760439 0.92650 0.91470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 294851 22281 317132 271733 23118 294851 312032 -40299 271733 247559 64473 312032 250257 -2698 247559 0.61300 0.38700 1 0 1826960 1826960 6558176 2282291 4275885 893134 631685 261449 6364294 INTEREST RECEIVABLE 161106 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 967945 RIGHT-OF-USE ASSET 147453 1276504 OPERATING LEASE LIABILITY 149874 149874 X 33873939 86012 97795 183807 33690132 0 33690132 32630471 97795 97795 32532676 0 32532676 PART V, LINE 4: LIFEHOUSE, INC.'S ENDOWMENT CONSISTS OF DONOR-RESTRICTED FUNDS ESTABLISHED FOR THE PURPOSE OF PROVIDING A PERMANENT ENDOWMENT FOR THE ORGANIZATION. PART X, LINE 2: LIFEHOUSE, INC. AND RESIDENTIAL OPPORTUNITIES, LLC BELIEVE THAT THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. LIFEHOUSE, INC. AND RESIDENTIAL OPPERTUNITIES, LLC'S FEDERAL AND STATE INFORMATION RETURNS FOR THE FISCAL YEARS ENDED JUNE 30, 2020 THROUGH 2023 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. GREAT CHEFS AND WINERIES 514444 268800 245644 267598 514444 268800 245644 267598 267598 -21954 X X X X X 0 0 0 0 0 0 0 0 0 NANCY DOW MOODY PRESIDENT & CEO 302930 0 25000 0 22500 0 12753 0 12973 0 376156 0 0 0 TIMOTHY EVANS CHIEF OPERATING OFFICER 197400 0 0 0 0 0 8018 0 11211 0 216629 0 0 0 KATHERINE PETCAVICH CHIEF HUMAN RESOURCES OFFICER 178310 0 0 0 0 0 7218 0 9433 0 194961 0 0 0 ANN ELIAS CHIEF DEVELOPMENT OFFICER 165558 0 0 0 0 0 7018 0 12415 0 184991 0 0 0 RACHEL SCADUTO SLS HOUSE LEAD 160389 0 2350 0 0 0 6525 0 8464 0 177728 0 0 0 VIOLA MORRIS CHIEF FINANCE OFFICER 154783 0 0 0 0 0 6226 0 7448 0 168457 0 0 0 WINER BENJAMIN SLS HOUSE LEAD 137373 0 2350 0 0 0 5589 0 7711 0 153023 0 0 0 KATHERINE O'CONNOR DIRECTOR OF PROGRAMS & OPE 131574 0 463 0 0 0 5426 0 12976 0 150439 0 0 0 X 1 8000 RESALE X 4 18898 FMV X 1 202 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY IS PRESENTED TO THE CFO FOR HER REVIEW AND APPROVAL. A FINAL DRAFT COPY IS THEN FORWARDED TO THE PRESIDENT / CEO AND BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS MUST UPDATE CONFLICT RECORDS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A CEO COMPENSATION IS PERIODICALLY REVIEWED BY THIRD PARTY EXPERTS. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE OVERSIGHT PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEAR. RESIDENTIAL OPPORTUNITIES LLC 18 PROFESSIONAL CENTER PARKWAY SAN RAFAEL CA 94903 LOW INCOME HOUSING FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES CA 25475 121852 LIFEHOUSE INC