2026-08-13T10:18:28-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2024-10-01 381358388 OAKLAND FAMILY SERVICES OAKL 2488587766 114 ORCHARD LAKE ROAD PONTIAC MI 48341 JAIMIE CLAYTON PRESIDENT & CEO 2488587766 2026-08-12 1 1 SHELBY NETZ P01405265 4147775500 2026-08-12 2024 2025-03-06 01:10:19Z JAIMIE CLAYTON 114 ORCHARD LAKE ROAD PONTIAC MI 48341 13242638 0 X HTTP://WWW.OAKLANDFAMILYSERVICES.ORG/ X 1921 MI OAKLAND FAMILY SERVICES IS A PRIVATE, NONPROFIT HUMAN SERVICE ORGANIZATION SERVING THE AREA SINCE 1921. WITH THREE CONVENIENT LOCATIONS IN OAKLAND COUNTY, WE OFFER A CONTINUUM OF PREVENTION, EDUCATION, AND TREATMENT SERVICES THAT SPAN THE HUMAN LIFE CYCLE, ENRICH THE LIVES OF CHILDREN, STRENGTHEN FAMILIES, AND REBUILD LIVES. 23 23 206 142 0 0 7789312 7973488 5148410 5205640 508990 16171 71392 29218 13518104 13224517 1408806 1466292 0 0 9209624 9189727 0 0 531314 3304923 3053682 13923353 13709701 -405249 -485184 5498635 4907942 1549589 1408809 3949046 3499133 X OAKLAND FAMILY SERVICES IS A PRIVATE, NONPROFIT HUMAN SERVICE ORGANIZATION SERVING THE AREA SINCE 1921. WITH THREE CONVENIENT LOCATIONS IN OAKLAND COUNTY, WE OFFER A CONTINUUM OF PREVENTION, EDUCATION, AND TREATMENT SERVICES THAT SPAN THE HUMAN LIFE CYCLE, ENRICH THE LIVES OF CHILDREN, STRENGTHEN FAMILIES, AND REBUILD LIVES. 0 0 5995512 264915 4945798 BEHAVIORAL HEALTH - FAMILY, GROUP, COUPLES AND INDIVIDUAL TREATMENT FOR MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAMS: COMMUNICATION AND COPING, HEALING AND STRENGTHENING RELATIONSHIPS, MARITAL STRESS, DIVORCE, STEP-FAMILIES, DOMESTIC ABUSE AND VIOLENCE, CONFLICT RESOLUTION, DEPRESSION AND ANXIETY, TREATMENT FOR DRUG AND ALCOHOL ADDICTION, SUBSTANCE ABUSE EDUCATION AND PREVENTION, RELAPSE PREVENTION, INTENSIVE OUTPATIENT GROUPS AND TREATMENT FOR OLDER ADULTS. 3797896 627594 FAMILY PRESERVATION - FAMILY-ORIENTED SERVICES: ADOPTION, FOSTER CARE OF CHILDREN AND LICENSING OF FOSTER CARE HOMES. 1092340 573783 259842 EDUCATION - SCHOOL READINESS AND SUCCESS PROGRAMS: PARENT, YOUTH AND ADOLESCENT GROUP EDUCATION, CHILDCARE AND PRE-SCHOOL FOR CHILDREN. 772731 EARLY CHILDHOOD SERVICES - SERVICES RELATED TO INFANT/TODDLER CONCERNS: INFANT/TODDLER HEALTHY DEVELOPMENT AND HOME-BASED PARENT SUPPORT. 772731 11658479 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 37 0 1 206 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X X RDM ASSOCIATES 2486207100 7457 M E CAD BLVD SUITE 200 CLARKSTON MI 48348 BRIAN NEWMAN CHAIR 0.22 X X 0 0 0 JAY WACHOWICZ VICE CHAIR 0.22 X X 0 0 0 SAMUEL KAPLUNOV SECRETARY 0.22 X X 0 0 0 TED WILLETT TREASURER 0.22 X X 0 0 0 RON HILLARD IMMEDIATE PAST CHAIR 0.22 X X 0 0 0 ANDREA PENNINGTON DIRECTOR 0.22 X 0 0 0 DEE WRIGHT-MASILOTTI DIRECTOR 0.22 X 0 0 0 ELIZABETH METER DIRECTOR 0.22 X 0 0 0 GUY GORDON DIRECTOR 0.22 X 0 0 0 JASON MONAHAN DIRECTOR 0.22 X 0 0 0 JEFFREY VLASIC DIRECTOR 0.22 X 0 0 0 KAITLYN MORTIERE DIRECTOR 0.22 X 0 0 0 KATHLEEN LYND DIRECTOR 0.22 X 0 0 0 KENNETH WHIPPLE DIRECTOR 0.22 X 0 0 0 MICHAEL KILLIAN DIRECTOR 0.22 X 0 0 0 MICHAEL KRAMER DIRECTOR 0.22 X 0 0 0 PAUL DEROCHE DIRECTOR 0.22 X 0 0 0 RENEE LOSH DIRECTOR 0.22 X 0 0 0 ROBERT SCHARFF DIRECTOR 0.22 X 0 0 0 SHELLEY HULGRAVE DIRECTOR 0.22 X 0 0 0 STEPHEN GUIDOS DIRECTOR 0.22 X 0 0 0 STUART WATSON DIRECTOR 0.22 X 0 0 0 SYLVIA HAGENLOCKER DIRECTOR 0.22 X 0 0 0 JAIMIE CLAYTON PRESIDENT & CEO 40.00 X 206482 0 17053 EMILY STEFANIC PHYSICIAN ASSISTANT 37.50 X 160625 0 22273 JULIE MISON SR VP OF EMPLOYEE ENGMT AND ORG. DEV. 37.50 X 138223 0 34706 NATALIE MARCHIONE VP OF QUALITY AND PLANNING 37.50 X 119451 0 12176 DAVID TINDALL VP OF DEVELOPMENT 37.50 X 123980 0 4387 ELIZABETH KELLOGG VP OF ADMINISTRATIVE SERVICES 37.50 X 115936 0 3556 864697 0 94151 6 0 1 0 RDM ASSOCIATES INC 7457 M E CAD BLVD STE 200 CLARKSTON MI 48348 ACCOUNTING SERVICES 263232 LOCUMTENENSCOM PO BOX 405547 ATLANTA GA 303845547 PSYCHIATRY 214724 2 93210 6666015 1214263 46615 7973488 BEHAVIORAL HEALTH CARE FEE 624100 4945798 4945798 TUITION FEE 611710 259842 259842 5205640 12066 12066 22226 18121 4105 4105 4105 BAD DEBT RECOVERY 900099 23575 23575 OTHER REVENUE 900099 5643 5643 29218 13224517 5205640 0 45389 1466292 1466292 224050 190770 24817 8463 6768701 5763292 749738 255671 131397 111880 14554 4963 1505221 1281639 166726 56856 560358 477124 62068 21166 44397 39990 4407 7086 7086 311657 280720 30937 300 300 499627 310866 188761 81488 71492 8270 1726 493865 420089 17859 55917 479072 473911 3117 2044 175809 175678 131 37732 36301 186 1245 265730 256572 2722 6436 244861 20967 216249 7645 MISCELLANEOUS 321949 280896 21980 19073 FUNDRAISING 90109 90109 13709701 11658479 1519908 531314 943236 412686 0 9553 1589447 1927500 186360 83825 432460 257017 4999125 3686911 1439812 1312214 252832 290876 654488 614271 5498635 4907942 1010263 895887 539326 512922 1549589 1408809 X 3112307 2483261 836739 1015872 3949046 3499133 5498635 4907942 -485184 35271 0 X X 0 1 X 1 0 X 9820003 8797610 7271496 7789312 7973488 41651909 9820003 8797610 7271496 7789312 7973488 41651909 756408 40895501 1352 22988 41611 12066 78017 120498 156612 71978 71392 29218 449698 42179624 25194142 0.96960 0.98480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24215 X 0 252832 46161 300 298693 193825 59307 300 252832 167222 26903 300 193825 192437 -24915 300 167222 158072 34665 300 192437 0.30944 0.69056 1 0 69427 69427 2617856 1894577 723279 489776 459521 30255 1655151 1229762 425389 166915 103051 63864 1312214 ARTWORK AND OTHER 24215 DEPOSITS 10515 INVESTMENT IN PEAK 75000 RIGHT OF USE ASSET 504541 614271 OPERATING LEASE LIABILITY 512922 512922 X 13235913 35271 -23575 11696 13224217 300 300 13224517 13685826 -23575 -23575 13709401 300 300 13709701 PART V, LINE 4: THE DONOR'S INTENTION FOR THE ORIGINAL ENDOWMENT FUNDS RECEIVED WAS TO PRESERVE THE CORPUS OR INITIAL AMOUNT OF THE GIFT TO PROVIDE LONG TERM BENEFIT TO THE AGENCY, ALLOWING THE AGENCY THE NEAR-TERM BENEFIT OF THE EARNINGS AND MARKET APPRECIATION OF THOSE ASSETS FOR THE AGENCY'S WELLBEING. ANNUALLY THE FINANCE COMMITTEE DETERMINES IF WE WILL TAKE THE ALLOWABLE 5% FROM ENDOWMENT EARNINGS, LEAVING THE CORPUS UNTOUCHED. THE COMMITTEE USES CRITERIA THAT IS LARGELY BASED ON CASH FLOW AND FINANCIAL STATUS THAT YEAR. THE FUNDS ARE UNRESTRICTED AND APPLIED TO UNRESTRICTED OPERATING CASH. PART X, LINE 2: THE AGENCY HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE AGENCY DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE AGENCY HAS CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS AT SEPTEMBER 30, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE RECOVERY -23,575. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE RECOVERY -23,575. 1 FOSTER CARE PROGRAM 193 1459633 PART I, LINE 2: IN MICHIGAN, PASS-THROUGH PAYMENTS FOR FOSTER CARE ARE FUNDS PROVIDED BY THE MICHIGAN DEPARTMENT OF HEALTH AND HUMAN SERVICES (MDHHS) TO LICENSED FOSTER CARE PROVIDERS, SUCH AS OAKLAND FAMILY SERVICES. LICENSED FOSTER CARE PROVIDERS, INCLUDING FOSTER PARENTS, RELATIVES, AND PLACEMENT AGENCIES, WHO HAVE APPROVED PAID PLACEMENTS FOR CHILDREN FUNDED BY THE STATE OR FEDERAL PROGRAMS RECEIVE PASS-THROUGH PAYMENTS WITH THE PURPOSE OF REIMBURSING PROVIDERS FOR THE MAINTENANCE OF THE CHILD FOR ROUTINE COSTS LIKE FOOD, SHELTER, PERSONAL CARE, TRANSPORTATION, AND OVER-THE-COUNTER MEDICAL SUPPLIES. FUNDS ARE ISSUED VIA THE STATE OF MICHIGAN'S PAYMENT SYSTEM. CHILD CARE FUND PAYMENTS ARE ROUTED BASED ON THE CHILD'S COUNTY OF COURT JURISDICTION. PROVIDERS MUST VALIDATE PAYMENT REQUESTS BEFORE FUNDS ARE ISSUED AND VALIDATION CAN BE DONE THROUGH EITHER THE MIFOSTER INTERACTIVE VOICE RESPONSE (IVR) SYSTEM BY CALLING 1-800-MIFOSTER OR IN THE MICHIGAN STATEWIDE AUTOMATED CHILD WELFARE INFORMATION SYSTEM (MISACWIS). PROVIDERS MUST KEEP ACCURATE RECORDS AND FOLLOW THE FOSTER CARE PROVIDER PAYMENT HANDBOOK (PUB 843) FOR COMPLIANCE. X X X 0 0 0 0 0 0 0 0 0 JAIMIE CLAYTON PRESIDENT & CEO 205966 0 0 0 516 0 6241 0 10812 0 223535 0 0 0 EMILY STEFANIC PHYSICIAN ASSISTANT 160517 0 0 0 108 0 4725 0 17548 0 182898 0 0 0 JULIE MISON SR VP OF EMPLOYEE ENGMT AND ORG. DEV. 137947 0 0 0 276 0 2493 0 32213 0 172929 0 0 0 X 46615 COMPARABLE SALES 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE CHAIRED BY THE CHAIRMAN AND WILL BE COMPRISED OF THE CHAIRMAN, VICE CHAIRMAN, SECRETARY, TREASURER, IMMEDIATE PAST CHAIRMAN AND ANY ADDITIONAL AD HOC MEMBERS AS APPROVED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD ON ALL MATTERS, INCLUDING THOSE MATTERS SPECIFICALLY RESERVED TO THE BOARD. THE MATTERS WILL BE PRESENTED TO THE BOARD AT ITS NEXT REGULAR MEETING OR AT A SPECIAL MEETING CALLED FOR SUCH PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF THE 990 WILL BE UNDERTAKEN BY CERTAIN MEMBERS OF THE FINANCE COMMITTEE PRIOR TO RELEASE TO THE IRS. A COPY OF THE 990 WILL BE MADE AVAILABLE TO THE MEMBERS OF THE GOVERNING BOARD PRIOR TO SUBMISSION. THE AUDIT COMMITTEE ALSO REVIEWS THE AUDITED FINANCIAL STATEMENTS AND SINGLE AUDIT AND REPORTS DIRECTLY TO THE BOARD OF DIRECTORS AS A WHOLE. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL STATEMENTS ARE SIGNED BY ALL BOARD MEMBERS ASKING FOR ANY CONFLICTS OF INTEREST WHICH CURRENTLY EXIST. MEMBERS OF THE BOARD SHALL HAVE NO DIRECT OR INDIRECT FINANCIAL INTERESTS IN THE ASSETS OR LEASES OF THE CORPORATION (SPECIFICALLY INCLUDING LEASES OF ANY REAL OR PERSONAL PROPERTY). ANY MEMBER WHO INDIVIDUALLY, OR AS PART OF A BUSINESS OR PROFESSIONAL FIRM, INTENDS TO BE INVOLVED IN A BUSINESS TRANSACTION WITH THE CORPORATION OR TO BE COMPENSATED FOR PROFESSIONAL SERVICES TO THE CORPORATION SHALL DISCLOSE THE INTENDED RELATIONSHIP IN ADVANCE TO THE BOARD. THE BOARD MUST APPROVE ANY SUCH PROPOSED TRANSACTION OR RELATIONSHIP AND ALL INTERESTED DIRECTORS SHALL NOT PARTICIPATE IN THE VOTE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS THE PERFORMANCE OF THE PRESIDENT/CEO ANNUALLY. THE PERFORMANCE IS MEASURED AGAINST METRICS THAT MEASURE KEY PERFORMANCE AREAS RELATIVE TO THE DUTIES OF THE POSITION. TO DETERMINE THE COMPENSATION OF THE PRESIDENT/CEO, THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION OF OTHER LEADING NON-PROFIT ORGANIZATIONS IN THE REGION BY REVIEWING THEIR MOST RECENT FORM 990'S. FACTORS THAT DETERMINE THE COMPENSATION INCLUDE THE RANGE OF SALARIES IN SIMILIAR ORGANIZATIONS, THE COMPLEXITY OF THE ORGANIZATIONS, RELATIVE SIZE AND THE PERFORMANCE IN THE ROLE OVER THE PRECEDING 12 MONTHS. ANNUAL EMPLOYEE REVIEW PROCESS WHEREBY INCREASES ARE AWARDED BASED ON MERIT. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT IS DISTRIBUTED TO DONORS EVERY YEAR AND AVAILABLE ON OUR WEBSITE. THE 990 CAN BE REVIEWED ON THE GOVERNMENT WEBSITE, GUIDESTAR WEBSITE, AND UPON REQUEST. FORM 990, PART XII, LINE 2C: OAKLAND FAMILY SERVICES HAS A COMMITTEE THAT OVERSEES THE ORGANIZATION'S FINANCIAL STATEMENT AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION DID NOT CHANGE ITS PROCESSES FOR THE OVERSIGHT OF THE AUDIT OR SELECTION OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.