2026-09-10T14:35:29-05:00 2025-12-31 822488343 PITTSFORD SAMUELS PLLC 1776 YORKTOWN SUITE 530 HOUSTON TX 77056 990 2025-01-01 760037136 VITA LIVING INC VITA 7132921800 3300 S GESSNER 150 HOUSTON TX 77063 STEVE VETRANO CHIEF EXECUTIVE OFFICER 7132921800 2026-09-10 1 NANCY A MACK P01592842 7139776888 2026-07-28 2025 STEVE VETRANO 3300 S GESSNER 150 HOUSTON TX 77063 10378780 0 X WWW.VITALIVING.ORG X 1982 TX OUR MISSION IS TO PROVIDE SERVICES AND SUPPORTS TO CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, TO PROMOTE PERSONAL GROWTH TOWARD A SAFE, SATISFYING, AND MEANINGFUL LIFE IN THE COMMUNITY. X 22 22 194 120 0 0 1271089 1360964 7820217 7999891 117849 16360 81146 -7852 9290301 9369363 0 3832594 0 0 5359577 5796010 0 0 341389 2826733 3104777 8186310 12733381 1103991 -3364018 8833311 4637124 3279973 2754200 5553338 1882924 OUR MISSION IS TO PROVIDE SERVICES AND SUPPORTS TO CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, TO PROMOTE PERSONAL GROWTH TOWARD A SAFE, SATISFYING, AND MEANINGFUL LIFE. 0 0 11484024 3832594 7999891 VITA LIVING PROVIDES COMPREHENSIVE, LIFELONG SERVICES FOR CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITES. IN 2025, WE SERVED 398 INDIVIDUALS IN TEXAS THROUGH THREE SECTORS; RESIDENTIAL (20 GROUP HOME IN HOUSTON), CASE MANAGEMENT, AND THE VITA LIVING CENTER (OUR DAY PROGRAM, WHICH IS CENTRALLY LOCATED AMONGST OUR GROUP HOMES). WE ALSO PROVIDE CLINICAL, BEHAVIORAL, AND TRANSPORTATION SERVICES TO EACH OF OUR RESIDENTS. 11484024 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 59 0 1 194 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X RAFIQ MUNSHI 7132921800 3300 S GESSNER 150 HOUSTON TX 77063 KRISTEN PERRIN CHAIR 3.00 X X 0 0 0 BRYAN P SMITH VICE PRESIDENT 1.00 X X 0 0 0 KIP ALTSTAETTER SECRETARY 1.00 X X 0 0 0 NISHA MATHEWS TREASURER 1.00 X X 0 0 0 COURTNEY ANDERSON TRUSTEE 1.00 X 0 0 0 ARDON ARMSTRONG TRUSTEE 1.00 X 0 0 0 JEFF BISHOP TRUSTEE 1.00 X 0 0 0 DAN CAVAZOS TRUSTEE 1.00 X 0 0 0 DOUGLAS A DAWSON TRUSTEE 1.00 X 0 0 0 JEB GALTNEY TRUSTEE 1.00 X 0 0 0 EMILY GLASSEL TRUSTEE 1.00 X 0 0 0 NICOLE HADNOTT TRUSTEE 1.00 X 0 0 0 TANNER HARRIS TRUSTEE 1.00 X 0 0 0 CHAZ KLAES TRUSTEE 1.00 X 0 0 0 COURTNEY MARSHBURN TRUSTEE 1.00 X 0 0 0 CHRIS MEHLING TRUSTEE 1.00 X 0 0 0 ASHLEY MEJIA TRUSTEE 1.00 X 0 0 0 MYRLA MENN TRUSTEE 1.00 X 0 0 0 LISA PARIGI TRUSTEE 1.00 X 0 0 0 PAMELA PERILLOUX TRUSTEE 1.00 X 0 0 0 RUSTY SEWELL TRUSTEE 1.00 X 0 0 0 ANDREW WALLACE TRUSTEE 1.00 X 0 0 0 JOSEPH COOPER CHIEF EXECUTIVE OFFICER 40.00 5.00 X 178604 0 19559 LORRIE CHRETIEN CHIEF PROGRAM OFFICER 40.00 X 98234 0 5903 RICHARD GRABER CHIEF DEVELOPMENT OFFICER 40.00 X 107266 0 14041 384104 0 39503 4 0 1 0 GOLD STAR HOME SERVICES 25911 ORCHARD KNOLL LN KATY TX 77494 REPAIRS/IMPROVEMENTS 130336 1 167586 450107 743271 1360964 MEDICAID 623990 7344912 7344912 ROOM AND BOARD 624100 644404 644404 OTHER 623990 10575 10575 7999891 84802 84802 812309 880751 -68442 -68442 -68442 119750 167586 128666 -8916 -8916 OTHER 900099 1064 1064 1064 9369363 7999891 0 8508 3832594 3832594 502117 182106 148870 171141 4564952 4200012 364649 291 110001 78478 24894 6629 202724 150372 39095 13257 416216 364006 39077 13133 14825 14825 166803 74557 11283 80963 17 17 57346 4148 13172 40026 153955 64224 89703 28 641941 551052 89506 1383 63388 62803 329 256 14220 7702 4337 2181 303682 297901 5781 228218 212264 15954 HOST HOME AND MEDICAL C 550948 550948 MAINTENANCE AND REPAIRS 337329 335317 2012 UTILITIES 203391 182348 20380 663 FOOD AND DIETARY SUPPLI 173859 173859 194855 159333 24084 11438 12733381 11484024 907968 341389 537765 593920 694991 56322 31850 590679 500360 17783 26956 3342277 1755777 1722293 1586500 2817686 2395792 1897538 8833311 4637124 523625 484802 2756348 2269398 3279973 2754200 X 5497016 1851074 56322 31850 5553338 1882924 8833311 4637124 X -3364018 -294269 -12127 X 0 1 X 0 0 X 1063597 1247975 1215663 1271089 1360964 6159288 6463853 6861698 7222531 7820217 7999891 36368190 7527450 8109673 8438194 9091306 9360855 42527478 475490 440361 439246 434238 450107 2239442 18319 14663 72618 55533 161133 475490 458680 453909 506856 505640 2400575 40126903 8390 28966 76000 142654 84802 340812 8390 28966 76000 142654 84802 340812 12249 29485 19520 4259 1064 66577 7548089 8168124 8533714 9238219 9446721 42934867 0.93460 0.93340 0.00790 0.00640 X PART III SECTION B LINE 12 OTHER INCOME CONSISTS OF INSURANCE PROCEEDS, SETTLEMENT PROCEEDS, AND OTHER MISCELLANEOUS INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2319974 1075130 1244844 1022303 680647 341656 1586500 RIGHT OF USE ASSET , NET OF ACCUMULATED AMORTIZATION 1656096 457(B) ASSETS 221942 DEPOSITS 19500 1897538 457(B) LIABILITIES 220966 CAPITAL OPERATING LEASE OBLIGATIONS 2048432 2269398 9202184 -294269 -1576 -295845 9498029 -128666 -128666 9369363 12872598 140793 140793 12731805 1576 1576 12733381 PART XI, LINE 2D - OTHER ADJUSTMENTS: INSURANCE DIVIDEND 11,341. INVESTMENT FEES -12,917. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -128,666. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOK/TAX DIFFERENCE IN ACCOUNTING FOR CAPITAL OPERATING LEASES 12,126. FUNDRAISING EXPENSES 128,666. ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: INSURANCE DIVIDEND -11,341. INVESTMENT FEES 12,917. PEARLS OF WISDOM 231760 153510 78250 10052 48398 31196 CLAY SHOOT 55576 14076 41500 13790 6026 19204 287336 167586 119750 23842 54424 50400 128666 -8916 0 THE VITA LIVING FOUNDATION 3300 S GESSNER SUITE 150 HOUSTON TX 77063 760521020 501(C)(3) 1331974 2500620 FAIR VALUE INVESTMENTS TO ASSIST WITH GROUP HOME RESIDENCES RENTED FROM THE SUPPORTING ORGANIZATION FOR PROGRAM PARTICIPANTS AND TO INCREASE THE ANNUAL SUPPORT PROVIDED BY THE SUPPORTING ORGANIZATION. 1 PART I, LINE 2 TO ENSURE FUNDS ARE USED FOR THEIR INTENDED PURPOSE, THE ORGANIZATION AND THE SUPPORTING ORGANIZATION'S GOVERNING BODIES REGULARLY INTERFACE AND REVIEW MONTHLY FINANCIAL TRANSACTIONS. 0 0 0 0 0 0 0 0 0 JOSEPH COOPER CHIEF EXECUTIVE OFFICER 178604 0 0 0 0 0 10665 0 8894 0 198163 0 0 0 THE VITA-LIVING FOUNDATION SUPPORTING ORGANIZATION 360000 REAL ESTATE RENTAL CONTRIBUTION 0 THE VITA-LIVING FOUNDATION SUPPORTING ORGANIZATION 90107 CONTRIBUTION 0 MARKETABLE INVESTMENTS 2025-07-31 2500620 QUOTED MARKET PRICES 760521020 THE VITA-LIVING FOUNDATION 3300 S GESSNER STE 150 HOUSTON TX 77063 501(C)(3) 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A PDF COPY OF THE TAX RETURN IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE THE ORIGINAL IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY, INCLUDING A CONFLICT OF INTEREST QUESTIONNAIRE, IS REQUIRED TO BE SIGNED ANNUALLY AND IS REVIEWED AND FILED WITH THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 18 COPIES OF THE AUDITED FINANCIAL STATEMENTS AND TAX RETURN ARE PROVIDED AS A PDF TO THOSE REQUESTING THE INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: BOOK/TAX DIFFERENCE IN ACCOUNTING FOR CAPITAL OPERATING LEASES -12,126. ROUNDING -1. THE VITA-LIVING FOUNDATION 3300 S GESSNER HOUSTON TX 77063 760521020 SUPPORT FOR VITA LIVING, INC TX 501(C)(3) LINE 12B, II 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 THE VITA-LIVING FOUNDATION C 450107 CASH THE VITA-LIVING FOUNDATION K 375216 CASH THE VITA-LIVING FOUNDATION N THE VITA-LIVING FOUNDATION O THE VITA-LIVING FOUNDATION Q 4162 CASH THE VITA-LIVING FOUNDATION R 3832594 FAIR VALUE SCHEDULE R, PART V, LINE 2 THE ORGANIZATION TRANSFERRED ITS INVESTMENT PORTFOLIO TO ITS SUPPORTING ORGANIZATION, THE VITA LIVING FOUNDATION, DURING 2025. THE DECISION WAS MADE BY MANAGEMENT TO CONSOLIDATE ASSET MANAGEMENT AND MAXIMIZE INVESTMENT EFFICIENCY. THIS TRANSFER REDUCES THE FILING ORGANIZATION'S DIRECT OVERHEAD COSTS WHILE PRESERVING ITS PRIMARY ACCESS TO THE SUPPORTING ORGANIZATION'S INCOME STREAMS. THE SUPPORTING ORGANIZATION OWNS THE GROUP HOME PROPERTIES LEASED BY THE FILING ORGANIZATION FOR OUR PARTICIPANT HOUSING PROGRAMS. ALL RENTAL FEES ARE PAID UNDER FORMAL CONTRACTS DESIGNED TO DIRECTLY SUSTAIN SAFE, COMPLIANT GROUP RESIDENCES AT FAIR MARKET VALUE.