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Nonprofit · EIN 68-0256574

OPPORTUNITY FOR INDEPENDENCE

Tax-exempt · SAN RAFAEL, CA 94901

Financials

$3.2M$3.1M2023$3.3M$3.1M2024
Revenue Expenses · by fiscal year end
Financials of OPPORTUNITY FOR INDEPENDENCE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,280,750$3,136,833$143,917$2,750,538$216,937$2,533,601
December 31, 2023990$3,248,201$3,123,703$124,498$2,507,307$204,368$2,302,939
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,322
Program service revenue
$3,244,953
Investment income
$33,211
Other revenue
$264

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Other salaries and wages
$2,245,954
Salaries, compensation and benefits (total)
$2,755,957
Professional fundraising fees
$0
Depreciation
$50,487
Program services (functional)
$2,698,117
Management and general (functional)
$407,957
Fundraising (functional)
$30,759

Balance sheet and other

Total assets, start of year
$2,507,307
Total assets, end of year
$2,750,538
Total liabilities, end of year
$216,937
Net assets, end of year
$2,533,601
Land, buildings and equipment
$582,874
Publicly traded securities
$1,264,500
Net assets without donor restrictions
$2,533,601
Gross receipts
$3,280,750
Employees
67
Volunteers
5
Year formed
1991
State of legal domicile
CA

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
LILIYA T PETERSONEXECUTIVE DIREC
Officer
40$118,493
JOSEPH STRELLATREASURER
Trustee or director, Officer
5$0
TOM WOOTENSECRETARY
Trustee or director, Officer
5$0
CHARLIE MOFFETTDIRECTOR
Trustee or director
5$0
HEATHER L CAUGHRONDIRECTOR
Trustee or director
5$0
MICHAEL ORLANDODirector
Trustee or director
5$0
SUZANNE HUMPHREYVICE CHAIRMAN
Officer
5$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
LILIYA T PETERSONEXECUTIVE DIREC
Officer
40$108,461
LAURA BRIGGINCHAIRMAN
Trustee or director, Officer
5$0
JOSEPH STRELLATREASURER
Trustee or director, Officer
5$0
TOM WOOTENSECRETARY
Trustee or director, Officer
5$0
CHARLIE MOFFETTDIRECTOR
Trustee or director
5$0
HEATHER L CAUGHRONDIRECTOR
Trustee or director
5$0
SUZANNE HUMPHREYVICE CHAIRMAN
Officer
5$0

Address and contacts

Address (IRS master file)
20 H ST, SAN RAFAEL, CA 94901-1779
In care of
% LILIYA T PETERSON
Principal officer (990 for 2024)
LILIYA PETERSON
Signed the 990
LILIYA PETERSON, Executive Director
Phone
(415) 721-7772
Return prepared by
Harbor View Advisors

Mission

ENHANCING THE QUALITY OF LIFE FOR INDIVIDUALS WITH DEVELOPMENTAL AND OTHER COGNITIVE DISABILITIES BY DEVELOPING AND PROVIDING ESSENTIAL AND INDIVIDUALIZED PROGRAMS THROUGHOUT MARIN COUNTY.

990 for the year ended December 31, 2024

Program accomplishments

  • OFI'S SUPPORTED LIVING SERVICES(SLS) WAS CREATED IN 2003 WHEN WE SAW THE NEED AND DESIRE OF PARTICIPANTS TO LIVE INDEPENDENTLY. INDIVIDUALS IN OUR SLS PROGRAM MAY COME FROM THEIR PARENTS' HOMES, GROUP HOMES OR OTHER FACILITIES. OUR PROGAM IS GUIDED BY A COMMITMENT TO PROMOTE THE INHERENT DIGNITY AND INDIVIDUAL AUTONOMY OF PERSONS WITH DISABILITIES AND TO SUPPORT THEIR FULL INCLUSION AND PARTICIPATION IN THE COMMUNITY. PRESENTLY, OFI PROVIDES SLS TO 24 INDIVIDUALS THROUGHOUT THE MARIN COUNTY.
    Expenses $1,646,189
  • THE SUPPORTED TRAINING FOR EMPLOYMENT PROGRAM(STEP) PROVIDES COMMUNITY BASED VOCATIONAL TRAINING AND SUPPORTED EMPLOYMENT TO 16 CLIENTS. THE PROGRAM OFFERS SKILLS DEVELOPMENT, CLASSROOM TRAINING, WORK READINESS AND JOB COACH SUPPORT FOR COMPETITIVE EMPLOYMENT IN COMMUNITY SETTINGS. BECAUSE WE TAILOR THE PROGRAM TO THE NEEDS OF THE INDIVIDUAL, WE SEE GREAT SUCCESS IN TRANSITIONING FROM THE CLASSROOM TO THE WORK SITES. THE PROGRAM OPERATES MONDAY THROUGH FRIDAY 9:OO AM -3:00 PM.
    Expenses $527,501
  • THE LINCOLN AVENUE APARTMENTS WERE BUILT FROM THE GROUND UP, SPECIFICALLY TO HOUSE INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, 18 AND OLDER WITH THE ABILITY TO MAINTAIN A LEVEL OF INDEPENDENCE. THE THREE-STORY BUILDING WAS CONSTRUCTED WITH HUD FUNDING IN PARTNERSHIP WITH ECUMENICAL ASSOCIATION HOUSING (EAH) AND TOOK ITS FIRST TENANTS IN 1997. THE BUILDING HAS 6 TWO BEDROOM APARTMENTS, SO INDIVIDUALS LIVE WITH A ROOMMATE. THERE IS A COMMUNITY ROOM AND A YARD. THE BUILDING IS LOCATED NEAR DOWNTOWN SAN RAFAEL, SO IT IS VERY CONVENIENT FOR TRANSPORTATION AND SERVICES. OFI PROVIDES THE COMMUNITY WITH THE SUPPORTED LIVING SERVICES PROGRAM AND A PROPERTY MANAGER FROM EAH, WHO LIVES AT THE SITE.
    Expenses $524,427

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026No data
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
68-0256574
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
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P82Z)
Assets (IRS master file)
$3,523,619
Income (IRS master file)
$3,963,536

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,280,750$3,136,833$2,750,538XML
990December 2023$3,248,201$3,123,703$2,507,307XML
990December 2022$2,966,014$2,829,269$2,728,868IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about OPPORTUNITY FOR INDEPENDENCE

What is the EIN of OPPORTUNITY FOR INDEPENDENCE?
The employer identification number (EIN) of OPPORTUNITY FOR INDEPENDENCE is 68-0256574.
Is OPPORTUNITY FOR INDEPENDENCE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to OPPORTUNITY FOR INDEPENDENCE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OPPORTUNITY FOR INDEPENDENCE 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 OPPORTUNITY FOR INDEPENDENCE due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OPPORTUNITY FOR INDEPENDENCE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of OPPORTUNITY FOR INDEPENDENCE?
The 990 for the year ended December 31, 2024 names LILIYA PETERSON.
Who are the officers and directors of OPPORTUNITY FOR INDEPENDENCE?
The 990 for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $118,493 (LILIYA T PETERSON, EXECUTIVE DIREC).
How much revenue does OPPORTUNITY FOR INDEPENDENCE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,280,750, expenses of $3,136,833 and total assets of $2,750,538 at year end.

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