Nonprofit · EIN 39-1843312
OPTIONS FOR INDEPENDENT LIVING INC
Tax-exempt · GREEN BAY, WI 54313
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,896,361 | $2,229,616 | -$333,255 | $4,529,628 | $120,462 | $4,409,166 |
| June 30, 2024 | 990 | $2,110,027 | $2,266,560 | -$156,533 | $4,565,183 | $135,983 | $4,429,200 |
| June 30, 2023 | 990 | $2,284,789 | $2,178,167 | $106,622 | $4,472,842 | $152,911 | $4,319,931 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $613,950
- of which government grants
- $485,433
- Program service revenue
- $1,301,561
- Investment income
- -$24,489
- Net gain from sales of assets
- -$30,678
- Other revenue
- $5,339
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,554,846
- Salaries, compensation and benefits (total)
- $1,832,093
- Professional fundraising fees
- $0
- Accounting fees
- $12,500
- Occupancy
- $47,028
- Travel
- $32,979
- Depreciation
- $68,924
- Program services (functional)
- $1,943,930
- Management and general (functional)
- $253,752
- Fundraising (functional)
- $31,934
Balance sheet and other
- Total assets, start of year
- $4,565,183
- Total assets, end of year
- $4,529,628
- Total liabilities, end of year
- $120,462
- Net assets, end of year
- $4,409,166
- Land, buildings and equipment
- $477,680
- Net assets without donor restrictions
- $2,961,861
- Net assets with donor restrictions
- $1,447,305
- Gross receipts
- $1,927,039
- Employees
- 75
- Year formed
- 1995
- State of legal domicile
- WI
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT ANDERSON | PRESIDENT Trustee or director | – | $0 |
| CONNIE GREENWALD | VICE-PRESIDE Trustee or director, Officer | – | $0 |
| JACOB RUATTI | TREASURER Trustee or director, Officer | – | $0 |
| LYNN SMITS | SECRETARY Trustee or director | – | $0 |
| CHRISTY COENEN | DIRECTOR Trustee or director, Officer | – | $0 |
| SHERRILL REVOLINSKI | DIRECTOR Trustee or director, Officer | – | $0 |
| STEVE BONEY | DIRECTOR Trustee or director | – | $0 |
| KEITH PAMPERIN | DIRECTOR Trustee or director | – | $0 |
| ERIC STREAM | DIRECTOR Trustee or director | – | $0 |
| JONATHAN KENT | DIRECTOR Trustee or director | – | $0 |
| BARBARA FREEMAN | DIRECTOR Trustee or director | – | $0 |
| JOSH THEIS | EXECUTIVE DI Trustee or director | – | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT ANDERSON | PRESIDENT Trustee or director | – | $0 |
| CONNIE GREENWALD | VICE-PRESIDE Trustee or director, Officer | – | $0 |
| JACOB RUATTI | TREASURER Trustee or director, Officer | – | $0 |
| LYNN SMITS | SECRETARY Trustee or director | – | $0 |
| CHRISTY COENEN | DIRECTOR Trustee or director, Officer | – | $0 |
| SHERRILL REVOLINSKI | DIRECTOR Trustee or director, Officer | – | $0 |
| STEVE BONEY | DIRECTOR Trustee or director | – | $0 |
| KEITH PAMPERIN | DIRECTOR Trustee or director | – | $0 |
| ERIC STREAM | DIRECTOR Trustee or director | – | $0 |
| JONATHAN KENT | DIRECTOR Trustee or director | – | $0 |
| BARBARA FREEMAN | DIRECTOR Trustee or director | – | $0 |
| JOSH THEIS | EXECUTIVE DI Trustee or director | – | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT ANDERSON | PRESIDENT Trustee or director | – | $0 |
| CONNIE GREENWALD | VICE-PRESIDE Trustee or director, Officer | – | $0 |
| JACOB RUATTI | TREASURER Trustee or director, Officer | – | $0 |
| LYNN SMITS | SECRETARY Trustee or director | – | $0 |
| CHRISTY COENEN | DIRECTOR Trustee or director, Officer | – | $0 |
| SHERRILL REVOLINSKI | DIRECTOR Trustee or director, Officer | – | $0 |
| STEVE BONEY | DIRECTOR Trustee or director | – | $0 |
| KEITH PAMPERIN | DIRECTOR Trustee or director | – | $0 |
| ERIC STREAM | DIRECTOR Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 555 COUNTRY CLUB RD, GREEN BAY, WI 54313-4908
- Principal officer (990 for 2024)
- JACOB RUATTI, 555 COUNTRY CLUB ROAD, PO BOX 11967, GREEN BAY, WI 543071967
- Signed the 990
- JACOB RUATTI, TREASURER
- Phone
- (920) 490-0500
- Website
- WWW.OPTIONSIL.COM
- Return prepared by
- ERICKSON & ASSOCIATES SC
Mission
TO ASSIST PEOPLE WITH DISABILITIES IN NORTHEASTERN WISCONSIN AND THE FOX VALLEY TO LIVE INDEPENDENTLY.
Program accomplishments
- INDEPENDENT LIVING CORE SERVICES CONSIST OF THE FOLLOWING: WISCONSIN DEPARTMENT OF HEALTH SERVICES - DIVISION OF LONG TERM CARE - INDEPENDENT LIVING GRANT - THIS GRANT REQUIRES THAT THE ORGANIZATION PROVIDES THE FIVE CORE SERVICES OF INDEPENDENT LIVING CENTERS AS DEFINED BY STATE AND FEDERAL REGULATIONS. THOSE SERVICES INCLUDE INDIVIDUAL AND SYSTEMS ADVOCACY, PEER SUPPORT, INDEPENDENT LIVING SKILLS TRAINING, TRANSITION SERVICES, AND INFORMATION AND REFERRAL. IT ALSO REQUIRES THAT THE ORGANIZATION PROVIDE SERVICES TO THE COMMUNITY, E.G., COMMUNITY ADVOCACY, COMMUNITY EDUCATION; OUTREACH TO INFORM PEOPLE WITH DISABILITIES AND THE COMMUNITY ABOUT SERVICES, AND THAT THERE ARE APPROPRIATE SERVICES AND PROGRAMS AVAILABLE TO PEOPLE WITH DISABILITIES. INDEPENDENT LIVING COUNCIL OF WISCONSIN - ILCW - PART B - THE ACTIVITIES OF THE ILCW - PART B GRANT ARE TWOFOLD; TO SUPPORT THE ACTIVITIES OF THE STATE PLAN FOR INDEPENDENT LIVING (SPIL) AND TO PROVIDE OUTREACH ACTIVITIES TO UN-SERVED AND UNDERSERVED COUNTIES AND POPULATION GROUPS TO FACILITATE GRASS-ROOTS ACTIVITIES. CENTERS FOR INDEPENDENT LIVING - HEALTH AND HUMAN SERVICES - THIS GRANT REQUIRES THAT THE ORGANIZATION PROVIDE THE FOUR CORE SERVICES OF ADVOCACY, PEER SUPPORT, INFORMATION AND REFERRAL, AND INDEPENDENT LIVING SKILLS TRAINING.
- ASSISTIVE TECHNOLOGY PROGRAMS CONSIST OF THE FOLLOWING WISTECH GRANT - THIS GRANT REQUIRES THE ORGANIZATION TO PROVIDE THREE SPECIFIC SERVICES. 1) DEVICE LOANS ARE SHORT-TERM LOANS OF ASSISTIVE TECHNOLOGY TO INDIVIDUALS OR ORGANIZATIONS FOR A VARIETY OF PURPOSES SUCH AS ALLOWING CONSUMERS AND AGENCIES TO "TRY BEFORE THEY BUY", MEETING INTERIM NEEDS WHEN DEVICES GO IN FOR REPAIR, FOR PERSONAL DEVELOPMENT ACTIVITIES, ETC. 2) DEVICE DEMONSTRATION COMPANIES THAT PRESENTS FEATURES AND BENEFITS OF A PARTICULAR ASSISTIVE TECHNOLOGY (AT) DEVICE OR CATEGORY OF DEVICES TO AN INDIVIDUAL OR SMALL GROUP OF INDIVIDUALS. THE PURPOSE OF A DEVICE DEMONSTRATION IS TO ENABLE AN INDIVIDUAL TO MAKE AN INFORMED CHOICE RATHER THAN MERELY MAKING THE CUSTOMER AWARE OF A VARIETY OF AT. 3) INFORMATION AND REFERRAL ACTIVITIES ARE THOSE IN WHICH THE AT PROGRAM'S ASSISTANCE WAS LIMITED TO BRIEFLY ANSWERING REQUESTS FOR INFORMATION AND / OR PUTTING INDIVIDUALS IN CONTACT WITH OTHER AGENCIES, ORGANIZATIONS OR COMPANIES THAT CAN PROVIDE THEM WITH NEEDED INFORMATION ON AT PRODUCTS, DEVICES, SERVICES, FUNDING SOURCES, OR OTHER RELATED DISABILITY TOPICS. UNIVERSAL SERVICE FUND (USF) - THE FUND WAS ESTABLISHED UNDER THE 1993 WISCONSIN ACT 496 TO ENSURE THAT ALL STATE RESIDENTS RECEIVE ESSENTIAL TELECOMMUNICATION SERVICES AND HAVE ACCESS TO ADVANCED TELECOMMUNICATION CAPABILITIES. UNIVERSAL SERVICE FUND PROGRAMS CREATED BY THE WISCONSIN PUBLIC SERVICE COMMISSION HAVE BEEN DEVELOPED TO ADDRESS TELECOMMUNICATION NEEDS FOR LOW-INCOME CUSTOMERS, HIGH RATE AREAS OF THE STATE, CUSTOMERS WITH DISABILITIES, NON-PROFIT GROUPS AND MEDICAL CLINICS AND PUBLIC HEALTH AGENCIES.
- FEE FOR SERVICES - THIS PROGRAM PROVIDES RESIDENTIAL ASSESSMENTS, COMPUTER AND WORKSITE ASSESSMENTS AND AMERICANS WITH DISABILITIES ACT CONSULTATION / ASSESSMENT SERVICES. SERVICES ARE PAID FOR BY THIRD PARTY CONTRACTORS AND / OR ORGANIZATIONS ASSISTING THE INDIVIDUAL AND BUSINESSES.
- HERE ARE DESCRIPTIONS OF THE OTHER PROGRAMS PROVIDED BY THE ORGANIZATION: WISCONSIN DEPARTMENT OF ADMINISTRATION - DIVISION OF HOUSING - HOME PROGRAM THE ORGANIZATION RECEIVES GRANT FUNDING TO PROVIDE HOMEOWNER ACCESSIBILITY MODIFICATIONS FOR LOW-INCOME INDIVIDUALS AND FAMILIES. THE ORGANIZATION'S STAFF PROVIDES ASSESSMENT AND ELIGIBILITY ASSESSMENTS, COORDINATE MODIFICATIONS NEEDED AND SUPERVISE CONSTRUCTION, AND SUBMIT PAYMENTS TO CONTRACTORS AS SPECIFIED IN THE CONTRACT. FUNDS ARE DISTRIBUTED AS DEFERRED MORTGAGES AT ZERO (0%) INTEREST RATE. THE HOMEOWNER MUST REPAY THE "LOAN" WHEN THEY SELL THE HOME. THE LOANS ARE SHOWN ON THE STATEMENT OF FINANCIAL POSITION AS LONG-TERM NOTES RECEIVABLE. IF THE NOTES ARE COLLECTED AND NOT REINVESTED IN HOMES FOR THE SAME PURPOSE, THE FUNDS ARE REPAID TO THE WISCONSIN DEPARTMENT OF ADMINISTRATION - DIVISION OF HOUSING AND ARE REFLECTED AS AN EXPENSE IN THE STATEMENT OF ACTIVITIES AT THAT TIME. AS PART OF THE GRANT AGREEMENT THE ORGANIZATION IS ALLOWED TO REQUEST ADMINISTRATIVE FUNDS AS THE GRANT PROGRESSES. EXPENSES ASSOCIATED WITH ADMINISTRATIVE REVENUES ARE REFLECTED IN THE STATEMENT OF ACTIVITIES. BENEFITS COUNSELING - AN INDIVIDUAL WITH A DISABILITY IS PROVIDED WITH A REVIEW OF THEIR CURRENT BENEFITS AND AN EXPLANATION OF HOW THOSE BENEFITS MIGHT BE AFFECTED BY EMPLOYMENT, INCLUDING AVAILABLE WORK INCENTIVE PROGRAMS AND ALTERNATE BENEFITS FOR HEALTH AND RELATED SERVICES. WISLOAN PROGRAM - THE ORGANIZATION PROVIDES OUTREACH TO THE COMMUNITY ABOUT LOANS AVAILABLE TO PEOPLE WITH DISABILITIES FOR ASSISTIVE TECHNOLOGY, HOME MODIFICATIONS OR OTHER RELATED NEEDS TO ALLOW INDIVIDUALS TO BE INDEPENDENT. STAFF REFERS INTERESTED PARTIES TO INDEPENDENCE FIRST FOR LOAN APPLICATION INFORMATION. PERSONAL CARE PROGRAM - OPTIONS FOR INDEPENDENT LIVING, INC.'S PERSONAL CARE PROGRAM EMPOWERS PEOPLE WITH DISABILITIES TO MANAGE THEIR PERSONAL CARE SERVICES. OPTIONS FOR INDEPENDENT LIVING, INC. OFFERS A CONSUMER DIRECTED PERSONAL CARE PROGRAM FOR PEOPLE WITH DISABILITIES WHO ARE (1) MEDICAID BENEFICIARIES, (2) REQUIRE PERSONAL CARE SERVICES AND, (3) HAVE IDENTIFIED AN INDIVIDUAL TO PROVIDE PERSONAL CARE. PERSONAL CARE MAY INCLUDE ASSISTANCE WITH BATHING, DRESSING / UNDRESSING, PROSTHETICS (BRACES, SPLINTS, AND SUPPORT HOSE), GROOMING, EATING, MOBILITY IN THE HOME, TOILETING, TRANSFER INCIDENTAL SERVICES (LAUNDRY, LIGHT HOUSEKEEPING, AND MEAL PREPARATION), MOSTLY ORIENTED TASKS AND DELEGATED TASKS. LEND PROGRAM (LOANED EQUIPMENT NETWORK DISTRIBUTION): THROUGH LEND WE ACCEPT USED DURABLE MEDICAL EQUIPMENT IN GOOD CONDITION, SUCH AS POWER AND MANUAL WHEELCHAIRS, TUB TRANSFER BENCHES, COMMODES, WALKERS, PORTABLE RAMPS, AND OTHER EQUIPMENT. AFTER EQUIPMENT IS SAFETY INSPECTED AND SANITIZED IT IS LOANED TO PEOPLE WITH SHORT-TERM NEEDS FOR THESE DEVICES.Expenses $1,943,930
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1843312
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P80Z)
- Assets (IRS master file)
- $4,529,628
- Income (IRS master file)
- $1,927,039
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,896,361 | $2,229,616 | $4,529,628 | XML |
| 990 | June 2024 | $2,110,027 | $2,266,560 | $4,565,183 | XML |
| 990 | June 2023 | $2,284,789 | $2,178,167 | $4,472,842 | XML |
| 990 | June 2022 | $1,901,572 | $1,971,837 | $4,218,269 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 39-1843312).
Questions about OPTIONS FOR INDEPENDENT LIVING INC
- What is the EIN of OPTIONS FOR INDEPENDENT LIVING INC?
- The employer identification number (EIN) of OPTIONS FOR INDEPENDENT LIVING INC is 39-1843312.
- Is OPTIONS FOR INDEPENDENT LIVING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to OPTIONS FOR INDEPENDENT LIVING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OPTIONS FOR INDEPENDENT LIVING 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 OPTIONS FOR INDEPENDENT LIVING INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OPTIONS FOR INDEPENDENT LIVING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OPTIONS FOR INDEPENDENT LIVING INC?
- The 990 for the year ended June 30, 2025 names JACOB RUATTI.
- Who are the officers and directors of OPTIONS FOR INDEPENDENT LIVING INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does OPTIONS FOR INDEPENDENT LIVING INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,896,361, expenses of $2,229,616 and total assets of $4,529,628 at year end.
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