2024-05-15T17:31:21-05:00 2023-06-30 941250261 LINDQUIST VON HUSEN & JOYCE LLP 301 HOWARD STREET SUITE 850 SAN FRANCISCO CA 94105 990 2022-07-01 946050196 LIFEHOUSE INC LIFE 4155265300 18 PROFESSIONAL CENTER PARKWAY SAN RAFAEL CA 94903 NANCY DOW MOODY PRESIDENT/CEO 4155265300 2024-05-15 1 NANCY DOW MOODY 999009999 0 KYLE GANLEY P01443362 4159579999 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NANCY DOW MOODY 18 PROFESSIONAL CENTER PARKWAY SAN RAFAEL CA 94903 32213496 0 X WWW.LIFEHOUSEAGENCY.ORG X 1957 CA PROVIDE A LIFETIME OF SUPPORT FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 17 16 582 130 0 0 2859795 1362531 29372213 30436389 68786 37311 -55380 -77185 32245414 31759046 0 0 0 0 28270872 30759642 0 0 737366 2241900 2512450 30512772 33272092 1732642 -1513046 13079611 12999263 4401008 5752589 8678603 7246674 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 26153329 27286496 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. 2215669 2032389 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. 821455 803067 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. 443594 314437 OTHERS 443594 314437 29634047 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 18 0 1 582 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 16 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 JAMES RICKS SECRETARY 0.50 X 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 354271 0 21241 STEPHEN MEEKER FORMER CHAIR 0.50 X X 0 0 0 ANDREA HENDERSON DIRECTOR 0.50 X 0 0 0 MARK JACKSON DIRECTOR 0.50 X 0 0 0 SUSAN MCFADDEN DIRECTOR 0.50 X 0 0 0 RITA CURTIS 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 X 0 0 0 ANN ELIAS DIRECTOR OF DEVELOPMENT 40.00 X 138324 0 15742 VIOLA MORRIS DIRECTOR OF FINANCE 40.00 X 180783 0 18344 KATHERINE O'CONNOR DIRECTOR OF PROGRAMS & OPE 40.00 X 134717 0 14793 808095 0 70120 4 0 1 0 0 253000 1109531 45213 1362531 CLIENT FEES 623990 30333329 30333329 MANAGEMENT FEES 623990 77807 77807 ADMIN. & MISC. INCOME 623990 25253 25253 30436389 47808 47808 90999 101496 -10497 -10497 -10497 275769 253000 352954 -77185 -77185 31759046 30436389 0 -39874 375512 168980 206532 24829972 23335870 1213294 280808 476531 456970 18380 1181 2776378 2611573 128897 35908 2301249 2156738 110232 34279 174405 30304 125912 18189 460122 168417 290906 799 224690 219025 4159 1506 25973 4448 14148 7377 123533 15459 108074 299369 71520 227849 84150 58535 23896 1719 CONSULTANTS/CONTRACTORS 543771 123228 371578 48965 RECRUITMENT, HIRING AND 175774 127903 47798 73 QUALITY ASSURANCE FEES 104773 104773 FOOD, MEDICINE & SUPPLI 94930 94930 200960 54354 46576 100030 33272092 29634047 2900679 737366 300 300 1553000 1304193 110679 67158 2775960 2994509 76801 78183 101505 95549 9187519 2617079 6823196 6570440 632872 681564 1005298 1207367 13079611 12999263 1639322 1699002 5843 2761686 2699108 0 1348636 4401008 5752589 X 8396958 6525043 281645 721631 8678603 7246674 13079611 12999263 -1513046 81117 0 X X 0 1 X 1 0 X 1708411 2340952 1425183 2859795 1372531 9706872 1708411 2340952 1425183 2859795 1372531 9706872 689462 9017410 52299 40053 33881 42182 47808 216223 28792 3896 32688 -27255 63738 -1617 -55380 -77185 -97699 9858084 128571045 0.91470 0.90950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 271733 23118 294851 312032 -40299 271733 247559 64473 312032 250257 -2698 247559 243760 1000 5497 250257 0.65940 0.34060 1 0 1826960 1826960 6559312 2089841 4469471 801247 527238 274009 6570440 INTEREST RECEIVABLE 151374 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 909261 RIGHT-OF-USE ASSET 146588 WORK IN PROGRESS 144 1207367 OPERATING LEASE LIABILITY 148636 LINE OF CREDIT 1200000 1348636 X 31901385 81117 61222 142339 31759046 0 31759046 33333314 61222 61222 33272092 0 33272092 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, 2019 THROUGH 2022 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 528769 253000 275769 352954 528769 253000 275769 352954 352954 -77185 X X X X X 0 0 0 0 0 0 0 0 0 NANCY DOW MOODY PRESIDENT & CEO 304271 0 50000 0 0 0 11058 0 10183 0 375512 0 0 0 VIOLA MORRIS DIRECTOR OF FINANCE 168783 0 12000 0 0 0 6686 0 11658 0 199127 0 0 0 ANN ELIAS DIRECTOR OF DEVELOPMENT 129324 0 9000 0 0 0 5533 0 10209 0 154066 0 0 0 X 2 12213 FMV X 55 33000 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 PAY 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 24642 110617 LIFEHOUSE INC