2024-05-14T13:45:57-07:00 2023-06-30 461211349 Linked Accounting LLP 612 N Kays Dr Ste 150 Kaysville UT 84037 990 2022-07-01 810247708 OPPORTUNITY RESOURCES INC OPPO 4067212930 2821 S RUSSELL STREET MISSOULA MT 59801 JOSHUA KENDRICK CEO 2024-05-14 true JOSHUA KENDRICK 999009999 true BRIAN E VAN CAMP CPA MTAX P00650012 3852622310 0 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z JOSHUA KENDRICK 2821 S RUSSELL STREET MISSOULA MT 59801 12425862 false X WWW.ORIMT.ORG X 1955 MT Supporting persons with disabilities in enhancing their quality of life by providing residential, transportation, work, recreation, and personal care services on a daily basis to adults with disabilities. 9 9 431 10 -2568 13135280 10451916 490926 660484 13449 405 -35941 94485 13603714 11207290 0 0 9987869 9269645 0 102791 1560064 1682350 11547933 10951995 2055781 255295 11253763 11461814 1472831 1204855 9780932 10256959 X Supporting persons with disabilities in enhancing their quality of life. Provided residential, transportation, work, recreation and personal care services on a daily basis to 591 adults with disabilities in FY23. Our work programs generated $695,299 in client worker wages and benefits during the year. false false 3048602 DD SUPPORTED LIVING PROGRAM:Provides supported services to adults with developmental disabilities residing independently in the community. Services are provided 365 days per year on a planned, periodic basis to promote independence and community interaction. Support services include Residential Habilitation, Foster Care, Respite Services, and Residential Training & Supports. Residential Habilitation services are designed to assist individuals in acquiring, retaining and improving the self-help, socialization and adaptive skills necessary to reside successfully in a home and community-based setting. Residential training and supports services provide training to increase independence in health care, self-care, safety and access to and use of community services. Respite services are designed to meet the safety and daily needs of the recipient and the needs of the recipients care giver in relation toreducing the stress caused by the provision of constant care to an adult with developmental disabilities. 111 individuals were served on a daily basis in FY23. 1880032 MEDICAID WAIVER PROGRAM:Provides daily inclusive support services to adults with physical disabilities and/or mental health issues. Services include residential habilitation services provided in group homes and at independent living sites, specialized personal care, homemaker services, day habilitation services, nursing services, and specialized transportation. Residential habilitation services are designed to assist individuals in acquiring, retaining, and improving the self-help, socialization, and adaptiveskills necessary to reside successfully in a home and community-based setting. Day habilitation is provided in day programs and includes support and functional training in the use of community services, basic life skills, appropriate behavior for the workplace and appropriate social behaviors. Day habilitation services in this program include transportation to and from a day treatment program. Homemaker services are general household or chore activities provided by a trained homemaker when the individual regularly responsible for these is temporarily absent or unable to manage the home and care for him or herself or others in the home. 133 persons were served on a daily basis in FY23. 1558522 DD COMMUNITY HOMES PROGRAM:Provides residential habilitation services to adults with developmental disabilities. Residential habilitation services are designed to assist individuals in acquiring, retaining and improving the self-help socialization and adaptive skills necessary to reside successfully in home and community-based settings. Residential habilitation is provided to individuals wherever they live; settings include group homes and congregate living sites. Training is provided in basic self-help skills, home and community living skills, leisure and social skills. Each training objective is specified in a plan of care and is clearly related to the individuals long-term goals. Support is provided as necessary for the care of the individual. 45 individuals were served on a daily basis in FY23. 3879737 756734 10366893 true true false true false false false false true false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 19 0 false 431 true false false false false false false false 0 false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true true false X X CANDACE ERICKSON 4067212930 2821 S RUSSELL STREET MISSOULA MT 59801 JOSHUA KENDRICK CEO 40.00 0.00 X 149804 0 13038 CANDACE ERICKSON CFO 40.00 0.00 X 89798 0 12219 TOM STOCKING President 0.50 0.00 X X 0 0 0 BARBARA SIMON PAST PRESIDENT 0.50 0.00 X X 0 0 0 ASHLEY HOUSE Vice President 0.50 0.00 X X 0 0 0 BARCLAY NICKEL Secretary 0.50 0.00 X X 0 0 0 PATRICIA BAUMGART Treasurer 0.50 0.00 X X 0 0 0 ZACH FRANZ BOARD MEMBER 0.50 0.00 X 0 0 0 CINDY BIGGERSTAFF BOARD MEMBER 0.50 0.00 X 0 0 0 TED STETLER BOARD MEMBER 0.50 0.00 X 0 0 0 MAX BAUER BOARD MEMBER 0.50 0.00 X 0 0 0 239602 25257 1 false true false UNIVISION 2925 STOCKYARD ROAD SUITE A MISSOULA MT 59808 CONTRACTED IT SUPPORT 138312 1 10277016 174900 10451916 GROUP HOME ROOM & BOARD 623990 223068 223068 PAYEE FEES 624100 37485 37485 PRIVATE PAY 624100 36312 36312 SUPPORTED LIVING SITE FEE 623990 208457 208457 SUPPORTING SVCS REVENUE 900099 132920 132920 22242 22242 660484 1208 1208 0 0 10263 12831 -2568 -2568 -2568 3804 4607 -803 -803 -803 0 0 1298187 1201134 97053 97053 0 11207290 756734 -2568 1208 0 0 0 0 273328 273328 0 7152297 7115636 28169 8492 62201 61872 329 1021642 1020246 933 463 760177 738637 20796 744 0 0 33193 33193 0 0 0 302107 224272 6999 70836 18921 9175 1660 8086 161609 154421 6347 841 99262 98932 330 0 276596 267470 6784 2342 165320 164883 285 152 0 25805 25640 165 248 248 0 227393 219701 6111 1581 131661 51987 79654 20 FOOD & HOUSEHOLD - GROUP HOMES 93931 93931 EQUIPMENT EXPENSES 81519 81322 197 OTHER COSTS 44340 18075 18052 8213 COMMUNITY SUPPORT 19091 19091 1354 1354 10951995 10366893 482311 102791 852958 909517 1307044 1708252 0 1368078 1233784 0 0 0 202661 170566 134788 25639 9807139 5868760 4126504 3938379 2692376 2908183 0 0 0 569354 567494 11253763 11461814 879039 817174 22632 4871 341243 327038 229549 55405 368 367 1472831 1204855 X 9469032 9792605 311900 464354 9780932 10256959 11253763 11461814 255295 220732 X false true X true true true X 10872103 11184984 11144891 13135280 10451916 56789174 0 0 10872103 11184984 11144891 13135280 10451916 56789174 0 56789174 1159 989 2459 1857 1208 7672 0 0 56796846 0.99990 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true false false false false true 9483 false false 9483 false false Part II-B, Line 1i - Other Activities Description During the 2023 Montana legislative session, management staff traveled to Helena on multiple occasions to testify during legislative hearings. They spoke to legislators about issues affecting persons with disabilities. The $9,483 cost related to these activities included transportation, meals, lodging and personnel costs. Part IV - Additional Information false true X 1455265 1455265 5951830 3718895 2232935 2400044 2149865 250179 3938379 Deposits 367 367 X 12642791 220732 1214769 1435501 11207290 11207290 12166764 1214769 1214769 10951995 10951995 Part IV, Line 2b: Explanation of escrow account liability The organization is an appointed representative payee for some clients social security benefits. These amounts are reported as Funds Held in Trust and Custodial Account Liability. Part X : FIN48 Footnote The organization is exempt from income tax under provisions of Section 501(c)(3) of the Internal Revenue Code. This Code enables the organization to accept donations that qualify as charitable contributions to the donor. The organizations increase in net assets is generally not subject to income taxes. However, income from certain activities not directly related to the organizations tax-exempt purpose is subject to taxation as unrelated business taxable income. No provision for income tax has been recorded in the financial statements as the amounts are not significant. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Cost of goods sold $1201135 Rental expenses $12831 Loss on Asset Disposal $803 Part XII, Line 2d: Other expenses and losses per audited F/S Cost of goods sold $1201135 Rental expenses $12831 Loss on Asset Disposal $803 X X X X false false false false false false false false false JOSHUA KENDRICK CEO 134368 15436 13038 162842 Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: Other programs include group home room and board, supported living sites, private pay services, payee services, recreation program services, work services, transportation, counseling and nursing services, and vocational services. OTHER PROGRAM SERVICES 5: OTHER PROGRAM SERVICES 6: OTHER PROGRAM SERVICES 7: Form 990, Part VI, Section B, Line 11b The CEO and CFO met and reviewed the draft 990. The board reviewed and approved the 990 prior to filing. Form 990, Part VI, Section B, Line 12c Board members are required to complete a conflict of interest disclosure statement form annually. If any potential conflicts of interest are noted on the forms, they are presented to the full board for review. Conflicts of interest are also an agenda item that is brought up and discussed at board meetings on a quarterly basis throughout the year. Board members are asked to disclose any possible issues at that time. Form 990, Part VI, Section B, Line 15a The Executive Committee of the board of directors meets on an annual basis to review the CEOs and CFOs compensation packages and to make recommendations for changes to compensation to the full board for approval. A written record of the change is signed by the Board President and given to the payroll department. Form 990, Part VI, Section B, Line 15b Compensation of other officers or key employees is determined annually as part of the budget process. The budget is approved by the board of directors. Form 990, Part VI, Section C, Line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The Organization also has a link on its website to its financial statements.