2024-05-15T15:50:26-05:00 2023-06-30 421163131 CAIN ELLSWORTH & CO LLP 1008 THIRD AVENUE SHELDON IA 51201 990 2022-07-01 421354428 OPPORTUNITIES UNLIMITED OPPO 7122778295 3439 GLEN OAKS BLVD SIOUX CITY IA 51104 JENNIFER MCCABE PRESIDENT 7122778295 2024-05-15 1 JENNIFER MCCABE 999009999 0 BOBBI PEKELDER P00628738 7123244614 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER MCCABE 3439 GLEN OAKS BLVD SIOUX CITY IA 51104 7309379 0 X WWW.OPPORTUNITIESUNLIMITED.COM X 1997 IA PROVIDE REHABILITATIVE SERVICES TO INDIVIDUALS WHO HAVE SUSTAINED TRAUMATIC BRAIN INJURY, SPINAL CORD, OR OTHER DISABILITIES. 6 6 174 0 0 0 815106 321494 6255218 6785232 46919 19470 30105 26164 7147348 7152360 0 0 0 0 4755777 5201946 0 0 0 1736208 1821123 6491985 7023069 655363 129291 5084189 5149814 1081375 965126 4002814 4184688 TO MAXIMIZE PERSONAL POTENTIAL THROUGH DIGNIFIED AND PURPOSEFUL LIVING. 0 0 5545339 6167208 OPPORTUNITIES UNLIMITED (OU) PROVIDES QUALITY RESIDENTIAL REHABILITATIVE SERVICES TO INDIVIDUALS WHO HAVE SUSTAINED TRAUMATIC BRAIN INJURY, SPINAL CORD, OR OTHER PHYSICAL DISABILITIES. THE OU CAMPUS CONSISTS OF 11 RESIDENTIAL HOMES WITH A TOTAL OF 45 BEDS AND A LARGE CENTER THAT SERVES AS THE HUB FOR THERAPIES AND ACTIVITIES. OU OFFERS RESIDENTIAL-TYPE LIVING, INCLUDING LONG-TERM CARE AND TRANSITIONAL REHABILITATION WITH ACTIVE COMMUNITY RE-ENTRY. 654895 419646 OPPORTUNITIES UNLIMITED PROVIDES HOME AND COMMUNITY BASED SERVICES (HCBS) TO CHILDREN AND ADULTS WITH SPECIAL NEEDS WHO NEED SUPPORT. THESE SERVICES INCLUDE SUPPORTED COMMUNITY LIVING, INTERIM MEDICAL MONITORING AND TREATMENT AND RESPITE SERVICES. 6200234 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 174 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X X ADMINISTRATIVE OFFICES 7122778295 3439 GLEN OAKS BLVD SIOUX CITY IA 51104 JENNIFER MCCABE PRESIDENT/CEO & SECRETARY 40.00 X X 124595 0 8241 JEANETTE FREY DIRECTOR (7/1/22-11/30/22) 2.00 X 0 0 0 KRIS HARTJE DIRECTOR 2.00 X 0 0 0 NATHAN CONNELLY CHAIRMAN 2.00 X X 0 0 0 RITA DONNELLY DIRECTOR 2.00 X 0 0 0 KELLI FLACK DIRECTOR 2.00 X 0 0 0 JOSH SHERER DIRECTOR 2.00 X 0 0 0 124595 0 8241 1 0 0 0 0 20696 300798 321494 DIRECT CARE REVENUE 623990 6170466 6170466 HCBS REVENUE 623990 419646 419646 OTHER THERAPY INCOME & 623990 135357 135357 CONTRACT REVENUE 623990 59763 59763 6785232 34804 34804 33765 0 33765 33765 33765 103109 7576 126019 0 -22910 7576 -15334 -15334 23399 20696 31000 -7601 -7601 7152360 6818997 0 11869 132836 132836 4187358 3880758 306600 49623 49623 512537 467959 44578 319592 287633 31959 49828 12457 37371 50173 12543 37630 6129 6129 295366 265468 29898 34801 3290 31511 96007 58266 37741 369821 351330 18491 56209 50103 6106 15052 15052 272210 272210 135720 33930 101790 FACILITIES ASSESSMENT F 235200 235200 FOOD EXPENSE 113974 113974 MEDICAL SUPPLIES 74293 74293 DUES AND SUBSCRIPTIONS 12887 12887 3453 3258 195 7023069 6200234 822835 0 2199 2198 1428746 1632950 783542 545513 142919 135900 10112671 7973939 2069562 2138732 615981 660045 41240 34476 5084189 5149814 519956 623829 529142 316500 32277 24797 1081375 965126 X 3997814 4179688 5000 5000 4002814 4184688 5084189 5149814 X 129291 51865 716 X X 0 1 X 1 0 X 103456 104565 290544 815106 321494 1635165 5732273 6320234 5776398 6285668 6818997 30933570 5835729 6424799 6066942 7100774 7140491 32568735 3035 3185 11000 6340 6980 30540 0 3035 3185 11000 6340 6980 30540 32538195 35311 23904 21607 46069 34804 161695 35311 23904 21607 46069 34804 161695 21600 19501 23401 23401 23399 111302 5892640 6468204 6111950 7170244 7198694 32841732 0.99080 0.99090 0.00490 0.00480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8963 847 131 9679 9975 -866 146 8963 8102 2006 133 9975 7871 314 83 8102 7545 399 73 7871 0.48340 0.51660 0.00000 1 0 490000 350000 840000 7478511 6458904 1019607 1794160 1515035 279125 2138732 RESIDENT FUNDS, HELD IN TRUST 24797 24797 X 7226555 51865 31716 83581 7142974 9387 9387 7152361 7044681 31000 31000 7013681 9387 9387 7023068 PART V, LINE 4: OPPORTUNITIES UNLIMITED HAS ESTABLISHED AN ENDOWMENT FUND AT SIOUXLAND COMMUNITY FOUNDATION. THE AMOUNT THAT FUNDED THE BENEFICIAL INTEREST IS CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS IN THE FINANCIAL STATEMENTS. DISTRIBUTIONS ARE ALLOWED ANNUALLY UP TO 5% OF THE AVERAGE FAIR MARKET VALUE. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, INCOME EARNED IN THE PERFORMANCE OF ITS EXEMPT PURPOSE IS NOT SUBJECT TO INCOME TAX AND ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. MANAGEMENT HAS CONCLUDED THAT ANY UNCERTAIN TAX POSITION WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE OPERATING STATEMENT OR ACCRUED IN THE BALANCE SHEET. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME FROM BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 716. FUNDRAISING EXPENSES 31,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBT/BAD DEBT RECOVERIES 3,258. INVESTMENT MANAGEMENT FEES 6,129. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 31,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBT/BAD DEBT RECOVERIES 3,258. INVESTMENT MANAGEMENT FEES 6,129. GOLF SHOOTOUT 44095 20696 23399 13000 18000 44095 20696 23399 13000 18000 31000 -7601 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WILL BE PROVIDED A COPY OF THE FORM 990 FOR APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ANNUALLY REQUIRING OFFICERS AND DIRECTORS TO DISCLOSE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THIS COMPENSATION IS COMPARED TO A SURVEY BY THE IOWA ORGANIZATION OF NONPROFITS (IACP) FOR DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ADMINISTRATIVE OFFICES AND ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 13: THE ORGANIZATION DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY BUT HAS A NON-RETALIATION POLICY. THIS POLICY READS VERY SIMILAR TO A WHISTLEBLOWER POLICY AND PROVIDES PROTECTION TO THOSE WHO REPORT WRONGDOING. FORM 990, PART XI, LINE 9: INCOME FROM BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 716. ROUNDING PART XII, LINE 2C THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY OVER THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.