Nonprofit · EIN 87-0296262
DDI VANTAGE
Tax-exempt · SALT LAKE CTY, UT 84107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,083,897 | $10,239,864 | -$155,967 | $3,360,182 | $2,319,662 | $1,040,520 |
| June 30, 2024 | 990 | $10,958,458 | $10,970,791 | -$12,333 | $3,629,666 | $2,433,179 | $1,196,487 |
| June 30, 2023 | 990 | $11,292,495 | $11,262,688 | $29,807 | $1,672,887 | $464,067 | $1,208,820 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,083,897
- of which government grants
- $9,992,040
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $706,282
- Compensation of officers, directors and key employees
- $149,600
- Salaries, compensation and benefits (total)
- $8,200,954
- Professional fundraising fees
- $0
- Accounting fees
- $58,113
- Occupancy
- $390,947
- Travel
- $172,742
- Depreciation
- $27,047
- Program services (functional)
- $9,410,670
- Management and general (functional)
- $777,887
- Fundraising (functional)
- $51,307
Balance sheet and other
- Total assets, start of year
- $3,629,666
- Total assets, end of year
- $3,360,182
- Total liabilities, end of year
- $2,319,662
- Net assets, end of year
- $1,040,520
- Land, buildings and equipment
- $326,712
- Net assets without donor restrictions
- $1,040,520
- Gross receipts
- $10,083,897
- Employees
- 164
- Volunteers
- 200
- Year formed
- 1971
- State of legal domicile
- UT
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 | Other / benefits |
|---|---|---|---|---|
| KELLIE LYON | ADMINISTRATOR | 40 | $128,954 | $20,646 |
| DANIEL HEAPS | Trustee Trustee or director | 0 | $0 | $0 |
| MARSHA JOHNSON | Secretary Trustee or director | 0 | $0 | $0 |
| JILL CONNOR | President Trustee or director | 0 | $0 | $0 |
| PATRICE GOINS-BOYD | Trustee Trustee or director | 0 | $0 | $0 |
| JUDY ASHCROFT | Trustee Trustee or director | 0 | $0 | $0 |
| MELYNDA EPPERSON | Trustee Trustee or director | 0 | $0 | $0 |
| MEGAN MCQUARRIE | Trustee Trustee or director | 0 | $0 | $0 |
| JOHN HARVEY | Vice President Trustee or director | 0 | $0 | $0 |
| ALISON MEAGHER | Trustee Trustee or director | 0 | $0 | $0 |
| SHELBY SHUGART | Trustee Trustee or director | 0 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jennifer C Kelsey | Executive Director Key employee | 40 | $156,340 | $25,030 |
| Dan McQuarrie | President Trustee or director | 0 | $0 | $0 |
| Marsha Johnson | Trustee Trustee or director | 0 | $0 | $0 |
| Tiffani Jones | Secretary Trustee or director | 0 | $0 | $0 |
| Jill Connor | Vice President Trustee or director | 0 | $0 | $0 |
| Chad Hutchings | Trustee Trustee or director | 0 | $0 | $0 |
| Patrice Goins-Boyd | Trustee Trustee or director | 0 | $0 | $0 |
| Judy Ashcroft | Trustee Trustee or director | 0 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jennifer C Kelsey | Executive Director Officer | 40 | $138,850 | $22,924 |
| Dan McQuarrie | Trustee Trustee or director | 0 | $0 | $0 |
| Marsha Johnson | Trustee Trustee or director | 0 | $0 | $0 |
| Tiffani Jones | President Trustee or director | 0 | $0 | $0 |
| Jill Connor | Secretary Trustee or director | 0 | $0 | $0 |
| Chad Hutchings | Trustee Trustee or director | 0 | $0 | $0 |
| Corey Pittman | Trustee Trustee or director | 0 | $0 | $0 |
| Rayl Smith | Trustee Trustee or director | 0 | $0 | $0 |
| Judy Ashcroft | Trustee Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 670 E 3900 S STE 210, SALT LAKE CTY, UT 84107-1981
- Principal officer (990 for 2024)
- KELLIE LYON
- Signed the 990
- KELLIE LYON, Executive Director
- Phone
- (801) 266-3979
- Website
- ddivantage.org
- Return prepared by
- Whitehouse and Company Advisors
Mission
TO PROVIDE EARLY INTERVENTION, SUPPORTED EMPLOYMENT AND SUPPORTED LIVING, AND EARLY HEAD START PROGRAMS AS OUTLINED BELOW.
Program accomplishments
- EARLY INTERVENTION FOR DD/MR CHILDREN: SERVED A MONTHLY AVERAGE OF 1,308 CHILDREN FOR A TOTAL OF 3,553 CHILDREN DURING THE YEAR.Expenses $5,489,300
- EARLY HEAD START PROGRAM: SERVED A MONTHLY AVERAGE OF 214 FAMILIES FOR A TOTAL OF 346 FAMILIES DURING THE YEAR.Expenses $3,588,133
- SUPPORTED EMPLOYMENT AND SUPPORTED LIVING: SERVED A TOTAL OF 23 INDIVIDUALS, SOME OF WHICH ARE SERVED BY MORE THAN ONE FUNDING SOURCE, FOR AN AVERAGE OF 38 SERVICES PER MONTH.Expenses $333,237
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
- 87-0296262
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1973
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,360,182
- Income (IRS master file)
- $10,083,897
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,083,897 | $10,239,864 | $3,360,182 | XML |
| 990 | June 2024 | $10,958,458 | $10,970,791 | $3,629,666 | XML |
| 990 | June 2023 | $11,292,495 | $11,262,688 | $1,672,887 | XML |
| 990 | June 2022 | $10,802,741 | $10,843,523 | $1,827,900 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 87-0296262).
Questions about DDI VANTAGE
- What is the EIN of DDI VANTAGE?
- The employer identification number (EIN) of DDI VANTAGE is 87-0296262.
- Is DDI VANTAGE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to DDI VANTAGE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DDI VANTAGE 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 DDI VANTAGE 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 DDI VANTAGE 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 DDI VANTAGE?
- The 990 for the year ended June 30, 2025 names KELLIE LYON.
- Who are the officers and directors of DDI VANTAGE?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $128,954 (KELLIE LYON, ADMINISTRATOR).
- How much revenue does DDI VANTAGE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,083,897, expenses of $10,239,864 and total assets of $3,360,182 at year end.
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