2024-05-15T14:19:37-05:00 2023-06-30 383697447 NON PROFIT CAPITAL MANAGEMENT LLC 153 CLINTON RD PO BOX 211 STERLING MA 01564 990 2022-07-01 042441728 OPPORTUNITIES FOR INCLUSION INC OPPO 7818991344 56 CHESTNUT STREET WALTHAM MA 02453 GABRIEL M VONLEH CEO 7818991344 2024-05-15 1 GABRIEL VONLEH 999009999 0 BRIAN KINDORF P01463837 7819336726 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GABRIEL M VONLEH 56 CHESTNUT STREET WALTHAM MA 02453 4174487 0 X WWW.OPPSFORINCLUSION.ORG X 1956 MA PROVIDE EDUCATIONAL, EMPLOYMENT TRAINING & EMPLOYMENT SUPPORT FOR INDIVIDUALS WITH I/DD. 18 17 82 17 0 0 500036 488978 3457263 3578530 56830 83575 -1677 19804 4012452 4170887 0 0 0 0 1769281 2042904 0 0 161465 2012172 2006848 3781453 4049752 230999 121135 3517549 4206203 325657 824491 3191892 3381712 X THE ORGANIZATION'S MISSION IS TO PROVIDE EDUCATIONAL, EMPLOYMENT TRAINING AND EMPLOYMENT SUPPORT TO ASSIST INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABITILIES TO MEET THEIR WHOLE LIFE NEEDS IN GREATER WALTHAM, MA AND SURROUNDING COMMUNITIES. 0 0 1097171 800719 EMPLOYMENT - EMPLOYMENT SERVICES INCLUDE INDEPENDENT COMMUNITY WORK AT LOCAL BUSINESSES WITH JOB COACHING/SUPPORT, AND GROUP SUPPORTED EMPLOYMENT AT LOCAL UNIVERSITIES. 947828 938397 DAY HABILITATION - PARTICIPANTS RECEIVE EVALUATIONS FROM THERAPISTS INCLUDING PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH AND LANGUAGE PATHOLOGY, BEHAVIOR AND NUTRITION. THEY ALSO BENEFIT FROM INDIVIDUALIZED INSTRUCTION, STRUCTURE AND A VARIETY OF CHALLENGING ACTIVITIES IN VARIED ENVIRONMENTS. THE PROGRAM IS COMMITTED TO MAXIMIZING CHOICE, DIGNITY, INDEPENDENCE, COMMUNITY INCLUSION, AND OPPORTUNITIES FOR PEOPLE WITH SIGNIFICANT COGNITIVE, PHYSICAL AND INTELLECTUAL DISABILITIES. 990888 1238664 ADULT FAMILY CARE THIS PROGRAM PROVIDES MEDICAID FUNDED TAX FREE FINANCIAL SUPPORT TO FAMILIES CARING FOR THEIR ADOLESCENT/ADULT CHILD WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND/OR THE ELDERLY IN THEIR HOMES. 68741 600750 OTHER PROGRAM SERVICES:SUPPORT SERVICES - THIS PROGRAM ORGANIZES COMMUNITY BASED AND INHOUSE ACTIVITIES FOR ADULTS, ADOLESCENTS AND CHILDREN IN THE COMMUNITY AND FOR AGENCY PARTICIPANTS. AGENCY PARTICIPANTS AND COMMUNITY MEMBERS JOIN TOGETHER TO LEARN TO MAKE AND INFLUENCE BETTER CHOICES IN THEIR LIVES .SCHOOL TO WORK TRANSITIONS - SCHOOL TO WORK TRANSITIONS IS A HIGHLY INCLUSIVE PROGRAM WHICH IS DESIGNED TO TRANSITION STUDENTS WITH LEARNING CHALLENGES FROM SCHOOL TO WORK AND ADULT LIFE. THIS PROGRAM PROVIDES STUDENTS WITH OPPORTUNITIES FOR SOCIAL INCLUSION, CHOICE, GREATER INDEPENDENCE/RESPONSIBILITY AND THE REWARD OF EARNING A PAYCHECK. COMMUNITY BASED DAY SUPPORTS (CBDS) PROGRAM - CBDS PROVIDES EACH PERSON THE OPPORTUNITY TO HAVE A PERSONALIZED AND FLEXIBLE SCHEDULE OF THERAPEUTIC AND EDUCATIONAL PROGRAMMING COMBINED WITH COMMUNITY ACCESS INTEGRATION, SOCIAL INCLUSION, LEISURE/RECREATION ACTIVITIES AND VOLUNTEER ACTIVITIES IN THE COMMUNITY. THE COMMUNITY BASED DAY SUPPORTS (CBDS) PROGRAM PROVIDES EACH PERSON THE OPPORTUNITY TO HAVE A MEANINGFUL DAY WITH ACTIVITIES OF CHOICE. THIS PROGRAM OFFERS A PERSONALIZED/FLEXIBLE SCHEDULE, ENRICHING COMMUNITY VOLUNTEER OPPORTUNITIES, SOCIAL INCLUSION, AS WELL AS LEISURE AND RECREATION ACTIVITIES.SOCIAL ENTERPRISES - THE LAUNDROMAT OFFERS A PROGRAM WHERE PARTICIPANTS ARE ABLE TO LEARN AND PRACTICE EVERYDAY LIVING SKILLS SUCH AS LOADING/UNLOADING MACHINES, COUNTING COINS, INSERTING CORRECT AMOUNTS OF MONEY INTO MACHINES, FOLDING CLOTHES, SWEEPING FLOORS, WIPING MACHINES AND GREETING CUSTOMERS. 68741 600750 3104628 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 82 1 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X GABRIEL H VONLEH 7818991344 56 CHESTNUT STREET WALTHAM MA 02453 GABRIEL VONLEH CEO 40.00 X 159885 0 32023 JUANITA ALLEN DIRECTOR 1.00 X 0 0 0 KEVIN DOUGLAS DIRECTOR 1.00 X 0 0 0 TOM DUCA DIRECTOR 1.00 X 0 0 0 ROBERT GALLAGHER DIRECTOR 1.00 X 0 0 0 DENNIS JOHNSON DIRECTOR 1.00 X 0 0 0 ANTHONY MCPHERSON DIRECTOR 1.00 X 0 0 0 ED SAUERWALD DIRECTOR 1.00 X 0 0 0 KRISTINA SMITH DIRECTOR 1.00 X 0 0 0 TIM STEELE DIRECTOR (LEFT 09/2022) 1.00 X 0 0 0 EMMA WILLIAMS DIRECTOR 1.00 X 0 0 0 GERARD COSBY DIRECTOR 1.00 X 0 0 0 HARVEY FISHER DIRECTOR 1.00 X 0 0 0 WESLEY COSBY DIRECTOR (JOINED 04/23) 1.00 X 0 0 0 BRANDON HAGOPIAN DIRECTOR (JOINED 04/23) 1.00 X 0 0 0 MICHAEL KENNEN DIRECTOR (JOINED 04/23) 1.00 X 0 0 0 SIOBHAN O'CONNELL PRESIDENT 1.00 X X 0 0 0 SHAWN D KEEFE VICE PRESIDENT (LEFT 12/2022) 1.00 X X 0 0 0 KAITLYN RILEY TREASURER 1.00 X X 0 0 0 KATHY HORRIGAN SECRETARY 1.00 X X 0 0 0 159885 0 32023 1 0 1 0 NON PROFIT CAPITAL MANAGEMENT LLC 153 CLINTON RD PO BOX 211 STERLING MA 01564 BOOKKEEPING 177686 SCHINDLER ELEVATOR AND REPAIRS PO BOX 93050 CHICAGO IL 93050 REPAIRS 138451 JSC TRANSPORTATION 880 MAIN STREET 3RD FLOOR WALTHAM MA 02451 CLIENT TRANSPORTATION 111055 3 44384 204318 240276 488978 MEDICAID/MEDICARE 624100 2990046 2990046 SUPPORT SERVICES 624100 352756 352756 LAUNDROMAT REVENUE 624100 235728 235728 3578530 83575 83575 0 44384 3600 -3600 -3600 INSURANCE PROCEEDS 21446 21446 OTHER INCOME 1958 1958 23404 4170887 3601934 0 79975 172928 172928 1464710 1244137 131570 89003 232047 174533 52922 4592 173219 140116 24483 8620 945 945 30300 30300 14556 14556 123625 41082 114500 -31957 1515 623 892 92133 47759 28908 15466 22472 22472 334250 261697 50943 21610 141689 138810 2047 832 50995 44069 4347 2579 41102 11991 28380 731 CAREGIVER SERVICES 630704 630704 DIRECT CLIENT WAGES 204219 204219 TEMPORARY HELP 191742 127828 31957 31957 MISCELLANEOUS 68525 36030 21933 10562 58076 1653 49845 6578 4049752 3104628 783659 161465 317153 192164 217042 207643 459052 396681 51489 86184 2549605 1669682 608859 879923 1863954 2002452 0 441156 3517549 4206203 175657 222181 150000 150000 0 452310 325657 824491 X 3188109 3373918 3783 7794 3191892 3381712 3517549 4206203 121135 68685 0 X 0 1 X 0 0 X 918854 899320 281811 500036 488978 3088999 918854 899320 281811 500036 488978 3088999 3088999 90243 98381 83126 56830 83575 412155 557 13260 497608 511425 4012579 0.76980 0.80200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 557. 2019 AMOUNT: $ 13,260. PPP LOAN FORGIVENESS - 2020 AMOUNT: $ 373,832. EMPLOYEE RETENTION TAX CREDIT - 2020 AMOUNT: $ 123,776. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10000 10000 104559 104559 760090 470673 289417 1102466 724909 377557 582490 474100 108390 879923 RIGHT-OF-USE ASSETS 441156 441156 CURRENT & LONG TERM LEASE LIABILITIES 452310 452310 X 4317478 68685 88862 3600 161147 4156331 14556 14556 4170887 4127658 88862 3600 92462 4035196 14556 14556 4049752 PART X, LINE 2: AS OF JUNE 30, 2023, THE AGENCY BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS WITH ANY OF ITS OPEN TAX YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED AGAINST REVENUE 3,600. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED AGAINST REVENUE 3,600. PANCAKE HARVEST 44170 44170 130 1000 1925 545 FUNDRAISING SALES 214 214 44384 44384 130 1000 1925 545 3600 -3600 X X X 0 0 0 0 0 0 0 0 0 GABRIEL VONLEH CEO 159885 0 0 0 0 0 0 0 32023 0 191908 0 0 0 PART I, LINE 3 AN AD HOC COMMITTEE OF THE BOD, TO INCLUDE THE PRESIDENT AND SECRETARY PERFORMS DUE DILLIGENCE IN THE FORM OF COMPENSATION SURVEYS FOR LIKE-KIND ORGANIZATIONS, PERFORMANCE OF THE CEO AND BUDGET CONSIDERATIONS TO DETERMINE THE ANNUAL COMPENSATION OF THE CEO. THE COMPENSATION OF THESE POSITIONS IS ESTABLISHED BASED ON JOB RESPONSIBILITIES OF LIKE-KIND ORGANIZATIONS, PERFORMANCE AND BUDGETARY CONSIDERATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS THE FORM 990 AFTER THE PREPARATION BY PROFESSIONAL SERVICES FIRM (NON PROFIT CAPITAL MANAGEMENT LLC). FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES, DIRECTORS, OFFICERS, AND KEY EMPLOYEES ANNUALLY SIGN THE AGENCY CODE OF ETHICS FORM 990, PART VI, SECTION B, LINE 15 AN AD HOC COMMITTEE OF THE BOD, TO INCLUDE THE PRESIDENT AND SECRETARY PERFORMS DUE DILLIGENCE IN THE FORM OF COMPENSATION SURVEYS FOR LIKE-KIND ORGANIZATIONS, PERFORMANCE OF THE CEO AND BUDGET CONSIDERATIONS TO DETERMINE THE ANNUAL COMPENSATION OF THE CEO. THE COMPENSATION OF THESE POSITIONS IS ESTABLISHED BASED ON JOB RESPONSIBILITIES OF LIKE-KIND ORGANIZATIONS, PERFORMANCE AND BUDGETARY CONSIDERATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANACIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY - UPON REQUEST