2025-09-02T12:01:37-04:00 2024-12-31 421104473 MHCS PC 1601 W LAKES PKWY STE 300 WEST DES MOINES IA 50266 990 2024-01-01 421311721 HOMES OF OAKRIDGE HUMAN SERVICES HOME 5152447702 1401 CENTER STREET DES MOINES IA 50314 DEIDRE DEJEAR PRESIDENT & CEO 5152447702 2025-08-29 true true ALEXANDRA KAFER CPA P02066016 5152883279 2025-08-29 2024 2025-03-06 01:10:19Z OAKRIDGE NEIGHBORHOOD SERVICES ANDREA MCGUIRE 3866643 false X OAKRIDGENEIGHBORHOOD.ORG X 1993 IA ASSIST RESIDENTS WITH EDUCATIONAL, CULTURAL, NUTRITIONAL, & SOCIAL SERVICES. 23 23 170 30 0 2722119 2855399 1043766 884423 20769 27260 36413 49923 3823067 3817005 0 0 3202185 3024575 0 237455 1080668 1058604 4282853 4083179 -459786 -266174 4634275 4371412 678235 669363 3956040 3702049 WE ENRICH DIVERSE COMMUNITIES THROUGH EXCEPTIONAL HOUSING AND INCLUSIVE SUPPORT SERVICES FOR ADULTS, CHILDREN, AND FAMILIES, PROVIDING PATHWAYS TO PROSPERITY. false false 3076915 884423 THE ORGANIZATION PROVIDES 339 UNITS OF HOUSING FOR THE RESIDENTS AND FAMILIES OF THE OAKRIDGE NEIGHBORHOOD WITH A VARIETY OF TRADITIONAL AND NON-TRADITIONAL HUMAN SERVICE PROGRAMS DESIGNED TO BREAK THE CYCLE OF POVERTY BY ADDRESSING THE ISSUES THAT KEEP THE WORKING POOR FROM GETTING AHEAD, INCLUDING BUT NOT LIMITED TO AFFORDABLE HOUSING, AFFORDABLE CHILD CARE, TRANSPORTATION, EMPLOYMENT OPPORTUNITIES AND TRAINING, EDUCATION, AND CASE MANAGEMENT. 3076915 true true false false false false false false false false true true false true true true false true false false false false false false true false false false false true false false false false false false true false false false false false false true true true false false true 18 0 170 true false false false false false true true false false false false false false X 23 23 false false false false false false false true true false false true true true true true true true true false X OAKRIDGE NEIGHBORHOOD SERVICES 5152447702 1401 CENTER STREET DES MOINES IA 50314 KRISTIN CLAYTON VP OF FINANC 40.00 X 136424 0 55164 PATRICIA PALMER VP OF HOUSIN 40.00 X 104423 0 29660 TEREE CALDWELL-JOHNSON LEFT MARCH PAST PRESIDE 40.00 X 47943 0 6537 DEIDRE DEJEAR PRESIDENT & 40.00 X 38897 0 564 KUUKU SAAH DIRECTOR 0.50 X 0 0 0 DIANA DUBUISSON DIRECTOR 0.50 X 0 0 0 NALO JOHNSON DIRECTOR 0.50 X 0 0 0 RONA BERINOBIS DIRECTOR 0.50 X 0 0 0 DEIDRE WILLIAMS DIRECTOR 0.50 X 0 0 0 ALBERT FARR DIRECTOR 0.50 X 0 0 0 JESSICA FEENEY DIRECTOR 0.50 X 0 0 0 TIMOTHY V HAIGHT DIRECTOR 0.50 X 0 0 0 MICHAEL A HUTNEY DIRECTOR 1.00 X 0 0 0 MARCY BAKER DIRECTOR 0.50 X 0 0 0 KENT A KRAMER DIRECTOR 0.50 X 0 0 0 JOYCE MCDANEL DIRECTOR 1.00 X 0 0 0 ERIN KUHL DIRECTOR 1.00 X 0 0 0 MARY JOHNSON DIRECTOR 0.50 X 0 0 0 MATT HANEY DIRECTOR 1.00 X 0 0 0 CAROL BODENSTEINER DIRECTOR 0.50 X 0 0 0 SHARON GADDY-HANNA DIRECTOR 0.50 X 0 0 0 JAMIE BUELT DIRECTOR 1.00 X 0 0 0 PETER NGO LEFT MAY 2024 DIRECTOR 0.50 X 0 0 0 EMILY LEMAY SECRETARY 1.00 X X 0 0 0 MARK WILTSE TREASURER 2.00 X X 0 0 0 SKYLAR MAYBERRY-MAYES VICE PRESIDE 2.00 X X 0 0 0 ANDREA MCGUIRE PRESIDENT 3.00 X X 0 0 0 MARTINE OLSON-DANIEL IMM. PAST PR 1.00 X X 0 0 0 327687 91925 2 false true false JOHN BYAL 9543 UNIVERSITY AVE 4 CLIVE IA 50325 HOME INSPECTION 217180 1 912877 137836 675633 1129053 2855399 EARLY ENRICHMENT 624410 418511 418511 PRESCHOOL SERVICES 624410 243977 243977 MANAGEMENT SERVICES 541610 221935 221935 884423 15860 15860 76355 76355 76355 76355 11400 11400 11400 11400 21850 137836 49638 -27788 REFUND OF OVERPAID FEES 900099 1236 1236 MISCELLANEOUS INCOME 900099 120 120 1356 3817005 960778 28616 419613 85659 262572 71382 2170193 1957792 161287 51114 32085 23519 6634 1932 227394 176961 46882 3551 175290 132881 28173 14236 177048 23187 80706 73155 34250 34250 2243 2243 144165 125192 18898 75 10268 1100 9168 23484 9592 11850 2042 856 428 428 122366 111917 10179 270 17183 17183 217840 163380 54460 PROGRAM SUPPLIES 213409 205587 3586 4236 REPAIRS/MAINTENANCE 41529 35914 5615 DUES AND SUBSCRIPTIONS 20682 417 7557 12708 STAFF DEVELOPMENT 6334 3380 1454 1500 26947 20009 5684 1254 4083179 3076915 768809 237455 532517 21835 126468 645157 593939 22760 23042 23864 28668 2975205 1790574 1117855 1184631 520815 385704 1771307 2007125 4634275 4371412 413324 262581 53508 40685 211403 366097 678235 669363 X 3033505 3002665 922535 699384 3956040 3702049 4634275 4371412 X -266174 12183 X false true X true false X 2039784 3076198 3353666 2722119 2855399 14047166 2039784 3076198 3353666 2722119 2855399 14047166 221137 13826029 43261 8938 13764 18434 15860 100257 1356 1356 14148779 5191596 0.97720 0.98190 X PART II, LINE 10 REFUND OF OVERPAID FEES 1,236 MISCELLANEOUS INCOME 120 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86312 86312 1537039 989237 547802 1173244 683023 490221 178610 118314 60296 1184631 BENEFICIAL INTEREST GDMCF 385704 F 385704 INVESTMENT IN SUBSIDIARY 1580347 DUE FROM RELATED ORGANIZATIONS 381800 RIGHT OF USE ASSET - OPERATING 44978 2007125 LINE OF CREDIT 320000 LEASE LIABILITY - OPERATING 46097 366097 X 3876583 12183 -2243 9940 3866643 -49638 -49638 3817005 4130574 49638 49638 4080936 2243 2243 4083179 SCHEDULE D, PAGE 3, PART X HOMES OF OAKRIDGE HUMAN SERVICES, INC. IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE SECTION 501(C)(3). MANAGEMENT IS UNAWARE OF ANY UNCERTAIN INCOME TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023. INTEREST AND PENALTIES ASSOCIATED WITH INCOME TAX MATTERS WOULD BE PRESENTED AS COMPONENTS OF INCOME TAX EXPENSE. THERE WERE NO INTEREST OR PENALTY CHARGES DURING THE YEARS ENDED DECEMBER 31, 2024 OR 2023. SCHEDULE D, PAGE 4, PART XI, LINE 2D INVESTMENT FEES -2,243 SCHEDULE D, PAGE 4, PART XI, LINE 4B FUNDRAISING EXPENSES -49,638 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 49,638 JAZZ JEWELS JEA 116946 105896 11050 4712 10698 400 8272 BREAKFAST AT TI 42740 31940 10800 5712 10736 2718 159686 137836 21850 10424 21434 400 10990 43248 -21398 X X false false false false false false false false false KRISTIN CLAYTON VP OF FINANCE 136424 8097 47067 191588 VERNON JOHNSON SPOUSE TO CEO 74542 EMPLOYMENT false BALEY CALDWELL-JOHNSON SON TO CEO 26441 EMPLOYMENT false BAXTYR CALDWELL-JOHNSON DAUGHTER TO CEO 41429 EMPLOYMENT false SCHEDULE L, PART V INTERESTED PERSON: VERNON JOHNSON RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: VERNON JOHNSON IS THE SPOUSE OF TEREE CALDWELL-JOHNSON, PAST PRESIDENT & CEO OF ONS. AMOUNT OF TRANSACTION: 74,542 DESCRIPTION OF TRANSACTION: VERNON JOHNSON IS EMPLOYED BY ONS AS THE DIRECTOR OF YOUTH PROGRAMS. ALL COMPENSATION RATES ARE VALUED AT FAIR MARKET VALUE. INTERESTED PERSON: BALEY CALDWELL-JOHNSON RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BALEY CALDWELL- JOHNSON IS THE SON OF TEREE CALDWELL-JOHNSON, PAST PRESIDENT & CEO OF ONS. AMOUNT OF TRANSACTION: 26,441 DESCRIPTION OF TRANSACTION: BALEY CALDWELL-JOHNSON IS EMPLOYED BY ONS AS THE YOUTH TUTOR. ALL COMPENSATION RATES ARE VALUED AT FAIR MARKET VALUE. INTERESTED PERSON: BAXTYR CALDWELL-JOHNSON RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BAXTYR CALDWELL- JOHNSON IS THE DAUGHTER OF TEREE CALDWELL-JOHNSON, PAST PRESIDENT & CEO OF ONS. AMOUNT OF TRANSACTION: 41,429 DESCRIPTION OF TRANSACTION: BAXTYR CALDWELL-JOHNSON IS EMPLOYED BY ONS AS THE YOUTH INSTRUCTOR. ALL COMPENSATION RATES ARE VALUED AT FAIR MARKET VALUE. FORM 990, PART VI SECTION A, LINE 6 THE ORGANIZATION HAD NO MEMBERS OR STOCKHOLDERS DUE TO HOMES OF OAKRIDGE, INC. BEING DISSOLVED IN 2014. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF FORM 990 WILL BE DISTRIBUTED TO EACH BOARD MEMBER UPON COMPLETION. THE BOARD REVIEWS AND APPROVES FORM 990 BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD CHAIRPERSON AND THE CEO REVIEW THE CONFLICT OF INTEREST DISCLOSURES. INDIVIDUAL BOARD MEMBERS ARE REQUIRED TO ABSTAIN FROM VOTING OR PARTICIPATION IN DISCUSSIONS OF ANY ISSUES THAT COULD GIVE THE APPEARANCE OF A CONFLICT OF INTEREST. IF THERE ARE QUESTIONS AS TO WHETHER AN ISSUE COULD REPRESENT A CONFLICT OF INTEREST OR NOT, IT IS DISCUSSED FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE CONDUCTS A COMPENSATION SURVEY OF AREA NOT-FOR- PROFIT CEO'S COMPENSATION TO DETERMINE THE COMPENSATION FOR THE ORGANIZATION'S CEO. THE EXCUTIVE COMMITTEE SENDS THE SURVEY DOCUMENTS TO THE BOARD. THE BOARD DISCUSSES COMPENSATION AND APPROVES AS APPROPRIATE. THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY AN INDEPENDENT SUBCOMMITTEE. FORM 990, PAGE 6, PART VI, LINE 15B THE CEO DETERMINES THE VP OF FINANCE AND VP OF HOUSING SALARIES BASED ON BUDGETED AMOUNTS, SALARY RANGE AND ANNUAL REVIEW. THE VP OF FINANCE AND VP OF HOUSING SALARIES ARE REVIEWED AND DOCUMENTED BY AN INDEPENDENT SUBCOMMITTEE. FORM 990, PAGE 6, PART VI, LINE 19 COPIES OF THESE DOCUMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST AT NO CHARGE. THESE DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF TIME AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 6104(D) FOR OTHER PUBLIC DISCLOSURE DOCUMENTS. 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