Nonprofit · EIN 38-2213535
LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC
Tax-exempt · DOWAGIAC, MI 49047
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $30,590,121 | $29,911,653 | $678,468 | $10,420,677 | $4,111,766 | $6,308,911 |
| September 30, 2024 | 990 | $30,197,311 | $28,943,599 | $1,253,712 | $9,808,456 | $4,178,013 | $5,630,443 |
| September 30, 2023 | 990 | $26,423,458 | $25,909,721 | $513,737 | $7,820,496 | $3,337,382 | $4,483,114 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $30,580,536
- Investment income
- $9,585
- Net gain from sales of assets
- $9,585
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $18,104,651
- Salaries, compensation and benefits (total)
- $20,961,960
- Professional fundraising fees
- $0
- Occupancy
- $1,441,041
- Travel
- $255,001
- Depreciation
- $153,730
- Program services (functional)
- $25,947,144
- Management and general (functional)
- $3,964,509
Balance sheet and other
- Total assets, start of year
- $9,808,456
- Total assets, end of year
- $10,420,677
- Total liabilities, end of year
- $4,111,766
- Net assets, end of year
- $6,308,911
- Land, buildings and equipment
- $455,143
- Net assets without donor restrictions
- $6,308,911
- Gross receipts
- $30,610,536
- Employees
- 798
- Volunteers
- 1
- Year formed
- 1978
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JULIA JEFFREYS | EXEC. DIRECTOR, PRES. & SE Trustee or director, Officer | 50 | $0 | $228,322 | $57,921 |
| GLORIA S MITZELFELD | TREASURER Trustee or director, Officer | 1 | $0 | $159,890 | $20,572 |
| MICHELLE HELMUTH-CHARLES | DIRECTOR OF OPERATIONS & M Highest-paid employee | 40 | $126,616 | $0 | $42,927 |
| KATHLEEN NAUER | OFFICER Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JULIA JEFFREYS | EXEC. DIRECTOR, PRES. & SE Trustee or director, Officer | 50 | $0 | $217,233 | $56,845 |
| GLORIA S MITZELFELD | TREASURER Trustee or director, Officer | 1 | $0 | $153,501 | $19,713 |
| MICHELLE HELMUTH-CHARLES | DIRECTOR OF OPERATIONS & M Highest-paid employee | 40 | $113,860 | $0 | $41,851 |
| KATHLEEN NAUER | OFFICER Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JULIA JEFFREYS | EXEC. DIRECTOR, PRES. & SEC. Trustee or director, Officer | 50 | $0 | $200,866 | $54,111 |
| MICHELLE HELMUTH-CHARLES | DIRECTOR OF OPERATIONS & MANAGEMENT Highest-paid employee | 40 | $116,009 | $0 | $53,890 |
| GLORIA S MITZELFELD | TREASURER Trustee or director, Officer | 1 | $0 | $149,738 | $18,489 |
| KATHLEEN NAUER | OFFICER Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 WHITNEY ST, DOWAGIAC, MI 49047-1093
- Principal officer (990 for 2024)
- JULIA JEFFREYS, 300 WHITNEY STREET, DOWAGIAC, MI 49047
- Signed the 990
- JULIA JEFFREYS, EXECUTIVE DIRECTOR
- Phone
- (269) 782-0654
- Website
- WWW.LADDINC.NET
- Return prepared by
- MANER COSTERISAN PC
Mission
TO PROVIDE ALL LEVELS OF SUPPORT TO PEOPLE WITH PHYSICAL AND MENTAL DISABILITIES IN THE COMMUNITY. ALWAYS STRIVING TO ENHANCE THE QUALITY OF LIFE FOR ALL THAT WE SERVE. TO TREAT ALL PEOPLE WITH DIGNITY AND RESPECT. TO ADVOCATE FOR THE RIGHTS OF PEOPLE WITH PHYSICAL, MENTAL, OR DEVELOPMENTAL DISABILITIES WHO SUFFER FROM DEBILITATING ILLNESSES THAT PREVENT INDIVIDUALS FROM FUNCTIONING INDEPENDENTLY IN THE COMMUNITY. OUR GOAL IS TO OFFER THE HIGHEST LEVEL OF SUPPORT SERVICES AND PROVIDE THE WIDEST RANGE OF MEANINGFUL LIFE AND GROWTH OPPORTUNITIES TO INDIVIDUALS WITH DISABILITIES.
Program accomplishments
- DURING THE 2024-2025 FISCAL YEAR, THE EXECUTIVE DIRECTOR OF LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED, INC. (LADD) EXERCISED OVERSIGHT TO ENSURE THE CONSISTENT DELIVERY OF HIGH-QUALITY SERVICES ACROSS ALL ORGANIZATIONAL PROGRAM SITES, INCLUDING MULTIPLE LOCATIONS REQUIRING CONTINUOUS 24-HOUR STAFFING. LADD OPERATED 66 COMMUNITY-BASED SERVICE SITES AND PROVIDED SUPPORTS TO APPROXIMATELY 366 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND MENTAL ILLNESS ACROSS FOUR COUNTIES. THE ORGANIZATION EMPLOYED AN AVERAGE OF 535 STAFF MEMBERS DURING THE REPORTING PERIOD. LADD CONTINUED TO EXPERIENCE CHALLENGES ASSOCIATED WITH THE NATIONWIDE SHORTAGE OF DIRECT CARE WORKERS. IN RESPONSE, THE ORGANIZATION IMPLEMENTED A RANGE OF TARGETED RECRUITMENT AND RETENTION STRATEGIES DESIGNED TO STABILIZE STAFFING LEVELS, REDUCE THE NUMBER OF OPEN POSITIONS, AND LIMIT THE USE OF OVERTIME. THROUGHOUT THE FISCAL YEAR, LADD MAINTAINED STRONG PERFORMANCE OUTCOMES AND HIGH LEVELS OF SATISFACTION FROM INDIVIDUALS SERVED AND THEIR LEGAL GUARDIANS. THIS IS REFLECTED IN THE RESULTS OF 49 AUDITS CONDUCTED BY EXTERNAL REGULATORY AND OVERSIGHT AGENCIES, ALL OF WHICH CONCLUDED WITH EXCELLENT OUTCOMES. IN ADDITION, ALL ORGANIZATIONAL TRAINING PROGRAMS REQUIRED FOR STAFF WERE REVIEWED AND APPROVED BY THE STATEWIDE TRAINING GUIDELINE WORKGROUP (STGW), AN ENTITY WITHIN THE COMMUNITY MENTAL HEALTH ASSOCIATION OF MICHIGAN RESPONSIBLE FOR EVALUATING AND RECOMMENDING TRAINING STANDARDS FOR DIRECT SUPPORT PERSONNEL STATEWIDE.Expenses $25,947,144 · revenue $30,580,536
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 38-2213535
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P730)
- Assets (IRS master file)
- $10,420,677
- Income (IRS master file)
- $30,610,536
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $30,590,121 | $29,911,653 | $10,420,677 | XML |
| 990 | September 2024 | $30,197,311 | $28,943,599 | $9,808,456 | XML |
| 990 | September 2023 | $26,423,458 | $25,909,721 | $7,820,496 | XML |
| 990 | September 2022 | $25,848,055 | $25,518,240 | $7,784,472 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-2213535).
Questions about LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC
- What is the EIN of LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC?
- The employer identification number (EIN) of LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC is 38-2213535.
- Is LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC?
- The 990 for the year ended September 30, 2025 names JULIA JEFFREYS.
- Who are the officers and directors of LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC?
- The 990 for the year ended September 30, 2025 lists 4 people; 1 received compensation from the organization.
- How much revenue does LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $30,590,121, expenses of $29,911,653 and total assets of $10,420,677 at year end.
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