2024-05-13T07:43:59-05:00 2023-06-30 232108173 RKL LLP 102 PICKERING WAY STE 300 EXTON PA 19341 990 2022-07-01 232543677 OPPORTUNITY HOUSE OPPO 6103744696 430 N 2ND ST READING PA 19601 MODESTO D FIUME PRESIDENT 6103744696 2024-05-09 1 MODESTO FIUME 999009999 0 STEPHANIE E KANE CPA P01275157 4848742200 2024-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MODESTO D FIUME 430 N 2ND ST READING PA 19601 7672640 0 X WWW.OPPHOUSE.ORG X 1984 PA OPPORTUNITY HOUSE EMPOWERS INDIVIDUALS TO IMPROVE THEIR LIVES. 9 9 110 1000 0 0 3895371 4208733 3030582 3188920 3808 13062 44324 113961 6974085 7524676 0 0 0 0 3095941 3449163 0 0 296241 2984161 2648180 6080102 6097343 893983 1427333 6798049 8393974 529223 632778 6268826 7761196 X OPPORTUNITY HOUSE CHANGES LIVES BY FEEDING, HOUSING, EMPLOYING AND EMPOWERING PEOPLE TO STAND ON THEIR OWN FEET. 0 0 1504472 0 1663381 LEARNING CENTER - SINCE 1996, THE SECOND STREET LEARNING CENTER HAS PROVIDED PARENTS WHO WORK WITH THE FIRST CHILDCARE CENTER TO BE RECOGNIZED BY THE STATE. CARE IS PROVIDED ON-SITE FOR OVER 100 CHILDREN PER DAY WHO LIVE AT THE SHELTER AND IN THE COMMUNITY. THE CHILDREN RANGE FROM INFANCY THROUGH SCHOOL-AGE INCLUDING THOSE WITH SPECIAL NEEDS. THE LEARNING CENTER ALSO MEETS TRANSPORTATION NEEDS TO AND FROM ALL READING ELEMENTARY AND MIDDLE SCHOOLS. IN THE CURRENT FISCAL YEAR, THE CENTER SERVED 40 CHILDREN AGES 0-4, 51 CHILDREN AGES 5-9, 10 CHILDREN AGES 10-17 DAILY. 1334531 0 24235 SHELTER - SINCE 1984, THE SHELTER HAS BEEN OPERATIONAL 24 HOURS A DAY, 7 DAYS A WEEK TO MEET THE IMMEDIATE PHYSICAL NEEDS OF THE HOMELESS WHILE ALSO OFFERING INTENSIVE COUNSELING, GOAL-PLANNING, LIFE-SKILLS EDUCATION, COMMUNITY SERVICE, MONEY MANAGEMENT TRAINING, AFTER-CARE SERVICES, ADDICTION AWARENESS, PARENTING, SELF-ESTEEM, AND NUTRITION AND HEALTH EDUCATION. IN THE CURRENT FISCAL YEAR, THE SHELTER SERVED AN AVERAGE OF 90 HOMELESS MEN, WOMEN, AND CHILDREN EACH EVENING. 271330 0 361371 SUPPORTIVE SERVICES FOR VETERANS (SSVF) - THE GOAL OF THE PROGRAM IS TO PROVIDE HOMELESS PREVENTION ACTIVITIES TO VETERAN INDIVIDUALS/HOUSEHOLDS THAT WOULD OTHERWISE BECOME HOMELESS AND PROVIDE ASSISTANCE TO RAPIDLY REHOUSE VETERANS WHO ARE CURRENTLY HOMELESS. THIS WILL BE ACCOMPLISHED BY DETERMINING ELIGIBILITY OF APPLICANTS, ASSESSING BARRIERS TO HOUSING, PROVIDING APPROPRIATE INTERVENTIONS AND TRACKING OUTCOMES FOR THOSE PERSONS PARTICIPATING IN THE PROGRAM. 370596 0 198915 HOUSING - SINCE 1998, THE SUPPORTIVE HOUSING PROGRAM HAS PROVIDED PERMANENT HOUSING FOR DISABLED INDIVIDUALS AND FAMILIES WHO HAVE SUCCESSFULLY COMPLETED THE SHELTER PROGRAMS, BUT ARE IN NEED OF ADDITIONAL SUPPORT BEFORE THEY CAN SUCCESFULLY MOVE BACK INTO THE COMMUNITY. IN THE CURRENT FISCAL YEAR, THE SUPPORTIVE HOUSING PROGRAMS SERVED AN AVERAGE OF 85 MEN, WOMEN AND CHILDREN EACH NIGHT. 1039427 0 1004831 RESALE AND REUSE SERVICES - WITH THE AFFILIATIONS AND SUPPORT OF THE ST. VINCENT DEPAUL SOCIETY OF LANE COUNTY, OREGON, AND THE CASCADE ALLIANCE, THE OPRGANIZATION OPENED ITS RESALE AND REUSE SERVICES. DONATIONS BINS WERE PLACED THROUGHOUT BERKS COUNTY AND A RETAIL BUSINESS WAS ESTABLISHED. IN JULY 2015, THE ORGANIZATION OPENED A RETAIL THRIFT STORE TO HELP SUSTAIN THE AGENCY AND PROVIDE JOBS. 357546 0 0 PRE-K - SECOND STREET LEARNING CENTER RECEIVED A GRANT FROM THE PA DEPARTMENT OF EDUCATION TO OPERATE A PRE-K COUNT PROGRAM FOR UP TO 40 LOW INCOME CHILDREN. AGED 3 - 5 WITH THE GOAL OF ENHANCING THEIR ACADEMIC SKILLS IN PREPARATION OF ENTERING KINDERGARTEN. 1767569 0 1203746 4877902 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 1 0 1 110 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 PA X X PRESIDENT 6103744696 430 N 2ND ST READING PA 19601 MARY KARGBO CHAIRPERSON 1.00 X X 0 0 0 VALERIE HENNE-HALLMAN SECRETARY 1.00 X X 0 0 0 REBECCA IANNELI TREASURER 1.00 X X 0 0 0 ROBERT DIERUFF VICE CHAIRPERSON 1.00 X X 0 0 0 SANTINA CONNORS DIRECTOR 1.00 X 0 0 0 SHAWN LAWSON DIRECTOR 1.00 X 0 0 0 GEORGE LOENHARDT DIRECTOR 1.00 X 0 0 0 JULIE RAVIS ESQ DIRECTOR 1.00 X 0 0 0 J WILLIAM WIDING III ESQ DIRECTOR 1.00 X 0 0 0 MODESTO D FIUME EXEC DIRECTOR/PRESIDENT 40.00 X 156905 0 3190 156905 0 3190 1 0 1 0 0 266968 216508 2490766 1234491 170660 4208733 LEARNING CENTER 624100 1630747 1630747 RETAIL 624100 985118 985118 SSVF 624100 354282 354282 TRANSITIONAL HOUSING 624100 195013 195013 SHELTER 624100 23760 23760 3188920 13062 13062 33000 0 33000 33000 33000 165112 216508 147964 17148 17148 MISCELLANEOUS 624100 63813 63813 63813 7524676 3252733 0 63210 179362 134028 35225 10109 2677708 2001457 526538 149713 29130 20781 5953 2396 316358 261952 40033 14373 246605 190214 43644 12747 23526 11513 12013 140721 7350 94923 38448 87957 32632 27993 27332 122633 92844 22032 7757 23593 8013 2356 13224 518755 518755 44490 44212 278 22600 19347 3064 189 1181 1181 491760 420843 70917 132158 116880 12409 2869 OTHER PROGRAM EXP 412416 412416 FOOD AND SUPPLIES 394658 394658 MISCELLANEOUS 118694 81457 23968 13269 EQUIPMENT MAINTENANCE 100752 97215 3537 12286 10154 2132 6097343 4877902 923200 296241 1212095 360783 55166 1380235 210630 259512 111046 128503 29345 148795 44875 17350 12310816 7110833 4477841 5199983 596004 835273 28266 30342 32781 33198 6798049 8393974 421126 511910 108097 120868 529223 632778 X 6249090 7741043 19736 20153 6268826 7761196 6798049 8393974 X 1427333 64620 417 X X 0 1 X 1 1 1 X 2287349 2994545 4026264 3895371 4208733 17412262 2287349 2994545 4026264 3895371 4208733 17412262 17412262 41880 38953 65974 33186 46062 226055 8552 55784 171813 25251 63813 325213 17963530 16281527 0.96930 0.93840 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 8,552. 2019 AMOUNT: $ 55,784. 2020 AMOUNT: $ 171,813. 2021 AMOUNT: $ 25,251. 2022 AMOUNT: $ 63,813. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 679436 108499 77680 865615 700267 86629 -107460 679436 119660 535357 45250 700267 115962 3698 119660 115184 5279 4501 115962 1.00000 0.00000 0.00000 0 0 59142 59142 10717851 6529280 4188571 190563 145883 44680 649141 402566 246575 694119 33104 661015 5199983 DEPOSITS HELF FOR GUESTS 92566 SECURITY DEPOSITS 26752 GIFT CARDS 1550 120868 X 7589713 64620 417 65037 7524676 0 7524676 6097343 0 6097343 0 6097343 PART V, LINE 4: OPPORTUNITY HOUSE'S ENDOWMENT FUND IS USED TO ASSURE THE LONG-RANGE FINANCIAL FUTURE OF THE AGENCY AND TO MEET EMERGING NEEDS WITHIN THE AGENCY THAT IMPROVE THE QUALITY OF LIFE FOR ITS CLIENTS. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ENTITY DESCRIBED IN SECTION 501(C)(3) OF THE CODE AND IS EXEMPT FROM INCOME TAXES ON RELATED ACTIVITIES PURSUANT TO 509(A) OF THE CODE, WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE IS SUBJECT TO FEDERAL INCOME TAX. IN ADDITION, THE ORGANIZATION WAS ORGANIZED UNDER THE PENNSYLVANIA NONPROFIT CORPORATION LAW AND IS EXEMPT FROM STATE INCOME TAXES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISIONS OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION'S INCOME TAX RETURNS ARE NOT SUBJECT TO EXAMINATION THROUGH THE YEAR ENDED JUNE 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 417. WINE, WOMEN AND SHOES 247283 99750 147533 46000 6061 50836 SOUPER BOWL 87505 69245 18260 828 6968 104 10685 1 46832 47513 -681 14472 9817 2193 381620 216508 165112 828 67440 15982 63714 147964 17148 X 0 0 0 0 0 0 0 0 0 MODESTO D FIUME EXEC DIRECTOR/PRESIDENT 156905 0 0 0 0 0 3190 0 0 0 160095 0 0 0 X 141534 THRIFT VALUE X SUPPLIES 4 29126 COST OF DONATED PROP 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS ARE THE NUMBER OF DIFFERENT CONTRIBUTORS THAT DONATED THAT TYPE OF PROPERTY. FORM 990, PART V, LINE 1C THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT IS FILED WITH THE IRS, THE EXECUTIVE DIRECTOR MEETS WITH THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS TO REVIEW THE ORGANIZATION'S FORM 990. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD, STAFF, VENDORS, AND VOLUNTEERS ARE REQUIRED TO DISCLOSE ANY PERSONAL, FAMILY, OR BUSINESS INTERESTS THAT COULD INFLUENCE THEIR JUDGEMENT AND/OR DECISIONS. CONFLICTS OF INTEREST IN A TRANSACTION OR DECISION SHALL BE DISCLOSED IN THE COURSE OF MEETINGS. ONCE DISCLOSED, THE PERSON WITH THE CONFLICT IS ASKED TO LEAVE THE ROOM FOR DISCUSSION AND WILL NOT BE PERMITTED TO VOTE ON THE QUESTION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF OPPORTUNITY HOUSE IS ESTABLISHED BY UTILIZING THE FOLLOWING PROCESS: FIRST, AN ANNUAL EVALUATION OF THE EXECUTIVE DIRECTOR IS PERFORMED. THE EVALUATION PROCESS IS COMMENCED BY SEEKING A FORMAL EVALUATION OF THE EXECUTIVE DIRECTOR FROM EACH BOARD MEMBER. THE EVALUATIONS ARE THEN COLLECTED, COLLATED, AND ANALYZED BY THE HUMAN RESOURCES COMMITTEE. THIS PROCESS INVOLVES A COMPILATION OF THE OBJECTIVE AND SUBJECTIVE EVALUATION DATA. ALSO, A DISCUSSION OCCURS REGARDING THE RESULTS OF THE COMPILED DATA AND ITS APPLICATION TO THE EXECUTIVE DIRECTOR. THE HUMAN RESOURCES COMMITTEE CHAIR THEN PRESENTS THE FINAL COMPILED INFORMATION AND ANALYSIS TO THE BOARD IN SUMMARY FORM. AT THIS TIME, THE CHAIR RECOMMENDS AN ANNUAL SALARY ADJUSTMENT AS WELL AS A BONUS, IF ANY. THE SALARY FIGURE MAY BE IMPACTED BY ANY PRIOR DIRECTIVE OF THE BOARD REGARDING RANGES, LIMITS, OR OTHER GUIDELINES FOR ESTABLISHING THE EXECUTIVE DIRECTOR'S ANNUAL COMPENSATION. THE BONUS IS DETERMINED BASED ON THE EXECUTIVE DIRECTOR'S PERFORMANCE IN MEETING ESTABLISHED GOALS AND FULFILLING THE AGENCY'S MISSION. THE BONUS WILL BE A PERCENTAGE OF THE EXECUTIVE DIRECTOR'S ANNUAL SALARY, OR A LUMP SUM. THE BONUS DOES NOT REFLECT ANY PERCENTAGE OF OPPORTUNITY HOUSE'S REVENUE OR INCOME. LASTLY, THE HUMAN RESOURCES COMMITTEE PRESENTS ITS RECOMMENDATION FOR A SALARY ADJUSTMENT AND BONUS TO THE BOARD OF DIRECTORS FOR APPROVAL. ONCE APPROVED BY THE BOARD, THE CHAIRMAN MEETS WITH THE EXECUTIVE DIRECTOR TO COMPLETE THE REVIEW PROCESS. FORM 990, PART VI, SECTION C, LINE 18 OPPORTUNITY HOUSE'S FORM 1023 AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ONLY THE FORM 990 IS AVAILABLE ON THE OPPORTUNITY HOUSE'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 417. FORM 990, PART XI, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS OVERSEES THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND MAKES RECOMMENDATIONS TO THE BOARD AS A WHOLE FOR SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VI, LINE 14 OPPORTUNITY HOUSE DOES NOT HAVE A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. HOWEVER, THE ORGANIZATION FOLLOWS THE POLICY OF THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD).