2026-03-26T13:31:39-05:00 2025-09-30 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2024-10-01 382213535 LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC LIVI 2697820654 300 WHITNEY STREET DOWAGIAC MI 49047 JULIA JEFFREYS EXECUTIVE DIRECTOR 2697820654 2026-03-26 1 1 BRANDY L MIKULA CPA P00645694 5173237500 2026-03-27 2024 2025-03-06 01:10:19Z JULIA JEFFREYS 300 WHITNEY STREET DOWAGIAC MI 49047 30610536 0 X WWW.LADDINC.NET X 1978 MI TO PROVIDE ALL LEVELS OF SUPPORT TO PEOPLE WITH PHYSICAL AND MENTAL DISABILITIES IN THE COMMUNITY. ALWAYS STRIVING TO ENHANCE THE QUALITY OF LIFE FOR ALL THAT WE SERVE. 3 1 798 1 0 0 3513 0 30189548 30580536 4250 9585 0 0 30197311 30590121 0 0 0 0 20468606 20961960 0 0 0 8474993 8949693 28943599 29911653 1253712 678468 9808456 10420677 4178013 4111766 5630443 6308911 X TO PROVIDE ALL LEVELS OF SUPPORT TO PEOPLE WITH PHYSICAL AND MENTAL DISABILITIES IN THE COMMUNITY. ALWAYS STRIVING TO ENHANCE THE QUALITY OF LIFE FOR ALL THAT WE SERVE. TO TREAT ALL PEOPLE WITH DIGNITY AND RESPECT. TO ADVOCATE FOR THE RIGHTS OF PEOPLE WITH PHYSICAL, MENTAL, OR DEVELOPMENTAL DISABILITIES WHO SUFFER FROM DEBILITATING ILLNESSES THAT PREVENT INDIVIDUALS FROM FUNCTIONING INDEPENDENTLY IN THE COMMUNITY. OUR GOAL IS TO OFFER THE HIGHEST LEVEL OF SUPPORT SERVICES AND PROVIDE THE WIDEST RANGE OF MEANINGFUL LIFE AND GROWTH OPPORTUNITIES TO INDIVIDUALS WITH DISABILITIES. 0 0 25947144 30580536 DURING THE 2024-2025 FISCAL YEAR, THE EXECUTIVE DIRECTOR OF LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED, INC. (LADD) EXERCISED OVERSIGHT TO ENSURE THE CONSISTENT DELIVERY OF HIGH-QUALITY SERVICES ACROSS ALL ORGANIZATIONAL PROGRAM SITES, INCLUDING MULTIPLE LOCATIONS REQUIRING CONTINUOUS 24-HOUR STAFFING. LADD OPERATED 66 COMMUNITY-BASED SERVICE SITES AND PROVIDED SUPPORTS TO APPROXIMATELY 366 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND MENTAL ILLNESS ACROSS FOUR COUNTIES. THE ORGANIZATION EMPLOYED AN AVERAGE OF 535 STAFF MEMBERS DURING THE REPORTING PERIOD. LADD CONTINUED TO EXPERIENCE CHALLENGES ASSOCIATED WITH THE NATIONWIDE SHORTAGE OF DIRECT CARE WORKERS. IN RESPONSE, THE ORGANIZATION IMPLEMENTED A RANGE OF TARGETED RECRUITMENT AND RETENTION STRATEGIES DESIGNED TO STABILIZE STAFFING LEVELS, REDUCE THE NUMBER OF OPEN POSITIONS, AND LIMIT THE USE OF OVERTIME. THROUGHOUT THE FISCAL YEAR, LADD MAINTAINED STRONG PERFORMANCE OUTCOMES AND HIGH LEVELS OF SATISFACTION FROM INDIVIDUALS SERVED AND THEIR LEGAL GUARDIANS. THIS IS REFLECTED IN THE RESULTS OF 49 AUDITS CONDUCTED BY EXTERNAL REGULATORY AND OVERSIGHT AGENCIES, ALL OF WHICH CONCLUDED WITH EXCELLENT OUTCOMES. IN ADDITION, ALL ORGANIZATIONAL TRAINING PROGRAMS REQUIRED FOR STAFF WERE REVIEWED AND APPROVED BY THE STATEWIDE TRAINING GUIDELINE WORKGROUP (STGW), AN ENTITY WITHIN THE COMMUNITY MENTAL HEALTH ASSOCIATION OF MICHIGAN RESPONSIBLE FOR EVALUATING AND RECOMMENDING TRAINING STANDARDS FOR DIRECT SUPPORT PERSONNEL STATEWIDE. 25947144 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 31 0 1 798 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X FINANCIAL ONE ACCOUNTING INC 7344538804 44744 HELM STREET PLYMOUTH MI 481706023 X KATHLEEN NAUER OFFICER 1.00 1.00 X X 0 0 0 GLORIA S MITZELFELD TREASURER 1.00 40.00 X X 0 159890 20572 JULIA JEFFREYS EXEC. DIRECTOR, PRES. & SE 50.00 1.00 X X 0 228322 57921 MICHELLE HELMUTH-CHARLES DIRECTOR OF OPERATIONS & M 40.00 X 126616 0 42927 126616 388212 121420 1 0 1 0 0 COMMUNITY HEALTH AGENCY CONTRACTS 900099 30492542 30492542 SPECIAL PROJECTS AND TRAINING 900099 87994 87994 30580536 30000 20415 9585 9585 9585 30590121 30580536 0 9585 18104651 18104651 183668 183668 1301161 1301161 1372480 1372480 3964509 3964509 1637 1637 752176 752176 1441041 1441041 255001 255001 23157 23157 153730 153730 403569 403569 PROGRAM SUPPLIES 1157944 1157944 RESIDENT ALLOWANCE 580836 580836 ACTIVITY MATERIALS 134302 134302 IN-SERVICE TRAINING 65123 65123 16668 16668 29911653 25947144 3964509 0 5005251 5588504 4054964 4059451 234160 303974 1816447 1361304 500566 455143 13515 13605 9808456 10420677 3778970 3827930 399043 283836 4178013 4111766 X 5630443 6308911 5630443 6308911 9808456 10420677 678468 0 X 0 1 X 1 0 X 774 245 3513 4532 26130602 25815149 26416604 30189548 30580536 139132439 26131376 25815149 26416849 30193061 30580536 139136971 0 0 0 139136971 26131376 25815149 26416849 30193061 30580536 139136971 1.00000 1.00000 0.00000 0.00000 X 59463 12498 46965 115920 71175 44745 1641064 1277631 363433 455143 X 30590121 0 30590121 0 30590121 29911653 0 29911653 0 29911653 PART X, LINE 2: IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE, AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY THE VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE TO FOUR YEARS. X X X X X 0 0 0 0 0 0 0 0 0 JULIA JEFFREYS EXEC. DIRECTOR, PRES. & SE 0 159951 0 38150 0 30221 0 32000 0 25921 0 286243 0 0 GLORIA S MITZELFELD TREASURER 0 107740 0 52150 0 0 0 0 0 20572 0 180462 0 0 MICHELLE HELMUTH-CHARLES DIRECTOR OF OPERATIONS & M 94968 0 18216 0 13432 0 17000 0 25927 0 169543 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS OF THE BOARD. ALL QUESTIONS AND CONCERNS WILL BE ADDRESSED BY THE EXECUTIVE DIRECTOR AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. ALL QUESTIONS AND CONCERNS OF THE MEMBERS OF THE BOARD OF TRUSTEES WILL BE ADDRESSED BY THE EXECUTIVE DIRECTOR AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL OF THE INPUT FROM THE FINANCE COMMITTEE HAS BEEN APPROPRIATELY ADDRESSED, THE ACCOUNTING AGENCY WILL FILE THE FINAL FORM 990 AS REQUIRED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE A "BOARD OF DIRECTORS CONFLICT OF INTEREST INFORMATION FORM" DESCRIBING ANY RELATIONSHIP, POSITIONS, OR CIRCUMSTANCES IN WHICH THEY ARE INVOLVED THAT THEY BELIEVE COULD CONTRIBUTE TO A CONFLICT OF INTEREST AS DEFINED IN L.A.D.D. INC.'S BOARD OF DIRECTOR'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD RETAINS THE AUTHORITY TO ESTABLISH COMPENSATION GUIDELINES FOR ANNUAL INCREASES AND THE PRINCIPLES AND STANDARDS FOR DISTRIBUTION EXCEPT AS NOTED BELOW. THE COMPENSATION COMMITTEE OF THE BOARD SHALL BE RESPONSIBLE FOR MAKING A RECOMMENDATION ABOUT FUNDING OF THE ANNUAL INCREASES. MEMBERS OF THE BOARD OF DIRECTORS WILL BE IDENTIFIED TO THE COMPENSATION COMMITTEE AND DELEGATED THE RESPONSIBILITY TO MANAGE THE PERFORMANCE REVIEW AND COMPENSATION DETERMINATION PROCESS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART VII, SECTION A DURING THE 2024-2025 FISCAL YEAR, THE EXECUTIVE DIRECTOR OF LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED, INC. (LADD) EXERCISED OVERSIGHT TO ENSURE THE CONSISTENT DELIVERY OF HIGH-QUALITY SERVICES ACROSS ALL ORGANIZATIONAL PROGRAM SITES, INCLUDING MULTIPLE LOCATIONS REQUIRING CONTINUOUS 24-HOUR STAFFING. LADD OPERATED 66 COMMUNITY-BASED SERVICE SITES AND PROVIDED SUPPORTS TO APPROXIMATELY 366 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND MENTAL ILLNESS ACROSS FOUR COUNTIES. THE ORGANIZATION EMPLOYED AN AVERAGE OF 535 STAFF MEMBERS DURING THE REPORTING PERIOD. LADD CONTINUED TO EXPERIENCE CHALLENGES ASSOCIATED WITH THE NATIONWIDE SHORTAGE OF DIRECT CARE WORKERS. IN RESPONSE, THE ORGANIZATION IMPLEMENTED A RANGE OF TARGETED RECRUITMENT AND RETENTION STRATEGIES DESIGNED TO STABILIZE STAFFING LEVELS, REDUCE THE NUMBER OF OPEN POSITIONS, AND LIMIT THE USE OF OVERTIME. THROUGHOUT THE FISCAL YEAR, LADD MAINTAINED STRONG PERFORMANCE OUTCOMES AND HIGH LEVELS OF SATISFACTION FROM INDIVIDUALS SERVED AND THEIR LEGAL GUARDIANS. THIS IS REFLECTED IN THE RESULTS OF 49 AUDITS CONDUCTED BY EXTERNAL REGULATORY AND OVERSIGHT AGENCIES, ALL OF WHICH CONCLUDED WITH EXCELLENT OUTCOMES. IN ADDITION, ALL ORGANIZATIONAL TRAINING PROGRAMS REQUIRED FOR STAFF WERE REVIEWED AND APPROVED BY THE STATEWIDE TRAINING GUIDELINE WORKGROUP (STGW), AN ENTITY WITHIN THE COMMUNITY MENTAL HEALTH ASSOCIATION OF MICHIGAN RESPONSIBLE FOR EVALUATING AND RECOMMENDING TRAINING STANDARDS FOR DIRECT SUPPORT PERSONNEL STATEWIDE. CREATING ALTERNATIVES TOGETHER INC 11320 GREENVIEW DR FENTON MI 48430 204981257 CONSULTATION AND RESOURCE MANAGEMENT SERVICES MI 501(C)(3) LINE 12B, II N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 CREATING ALTERNATIVES TOGETHER INC M 3964509 ACTUAL