Civic Intelligence

Living Alternatives for the Developmentally Disabled Inc.

EIN 38-2213535 • 501(c)3 • Dowagiac, MI

Pub. 78 Eligible

Profile

Providing all levels of supports to people with both physical and developmental disabilities, people with all different types of spectrum disorders, including autism, closed head injury, prader willi syndrome, and people with mental illness and elderly adults. Supports include but are not limited to staffing, employment, housing, respite services and community living.

300 Whitney StreetDowagiac, MI 49047

www.laddinc.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.43x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.13x

Higher debt load relative to revenue than 30% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

43rd percentile

1.9%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

31st percentile

0.5%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

2.2%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Up

$10,420,677

Up $612,221 (+6.2%) from 2024

Liabilities

Down

$4,111,766

Down $66,247 (-1.6%) from 2024

Net Assets

Up

$6,308,911

Up $678,468 (+12%) from 2024

Revenue

Up

$30,590,121

Up $392,810 (+1.3%) from 2024

Expenses

Up

$29,911,653

Up $968,054 (+3.3%) from 2024

Net Income

Down

$678,468

Down $575,244 (-46%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $3,935,045Liabilities 2010: $3,359,206Net Assets 2010: $575,8392010Assets 2011: $4,455,762Liabilities 2011: $3,870,921Net Assets 2011: $584,8412011Assets 2012: $5,008,152Liabilities 2012: $4,229,533Net Assets 2012: $778,6192012Assets 2013: $5,344,827Liabilities 2013: $4,398,952Net Assets 2013: $945,8752013Assets 2014: $5,733,083Liabilities 2014: $4,318,598Net Assets 2014: $1,414,4852014Assets 2015: $3,637,131Liabilities 2015: $2,117,747Net Assets 2015: $1,519,3842015Assets 2016: $4,475,205Liabilities 2016: $2,819,084Net Assets 2016: $1,656,1212016Assets 2017: $4,633,121Liabilities 2017: $2,545,686Net Assets 2017: $2,087,4352017Assets 2018: $4,837,976Liabilities 2018: $2,739,639Net Assets 2018: $2,098,3372018Assets 2019: $4,588,155Liabilities 2019: $2,472,606Net Assets 2019: $2,115,5492019Assets 2020: $5,136,316Liabilities 2020: $2,982,944Net Assets 2020: $2,153,3722020Assets 2021: $6,575,914Liabilities 2021: $2,936,352Net Assets 2021: $3,639,5622021Assets 2022: $7,784,472Liabilities 2022: $3,815,095Net Assets 2022: $3,969,3772022Assets 2023: $7,820,496Liabilities 2023: $3,337,382Net Assets 2023: $4,483,1142023Assets 2024: $9,808,456Liabilities 2024: $4,178,013Net Assets 2024: $5,630,4432024Assets 2025: $10,420,677Liabilities 2025: $4,111,766Net Assets 2025: $6,308,9112025

Highlighted filing

2025

Assets$10,420,677
Liabilities$4,111,766
Net Assets$6,308,911

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0Expenses 2010: $14,121,9812010Expenses 2011: $15,387,2852011Expenses 2012: $17,028,1222012Revenue 2013: $18,931,733Expenses 2013: $18,764,477Net Income 2013: $167,2562013Revenue 2014: $19,645,134Expenses 2014: $19,176,524Net Income 2014: $468,6102014Revenue 2015: $19,840,590Expenses 2015: $19,735,691Net Income 2015: $104,8992015Revenue 2016: $20,354,023Expenses 2016: $20,217,286Net Income 2016: $136,7372016Revenue 2017: $21,151,334Expenses 2017: $20,720,020Net Income 2017: $431,3142017Revenue 2018: $22,708,377Expenses 2018: $22,697,475Net Income 2018: $10,9022018Revenue 2019: $22,768,061Expenses 2019: $22,750,849Net Income 2019: $17,2122019Revenue 2020: $23,407,783Expenses 2020: $23,369,960Net Income 2020: $37,8232020Revenue 2021: $26,131,876Expenses 2021: $24,645,686Net Income 2021: $1,486,1902021Revenue 2022: $25,848,055Expenses 2022: $25,518,240Net Income 2022: $329,8152022Revenue 2023: $26,423,458Expenses 2023: $25,909,721Net Income 2023: $513,7372023Revenue 2024: $30,197,311Expenses 2024: $28,943,599Net Income 2024: $1,253,7122024Revenue 2025: $30,590,121Expenses 2025: $29,911,653Net Income 2025: $678,4682025

Highlighted filing

2025

Revenue$30,590,121
Expenses$29,911,653
Net Income$678,468

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.4$4.11$6.31$30.6$29.9$0.68
2024Detailed filing. Detailed filing data is available for this year.$9.81$4.18$5.63$30.2$28.9$1.25
2023Detailed filing. Detailed filing data is available for this year.$7.82$3.34$4.48$26.4$25.9$0.51
2022Detailed filing. Detailed filing data is available for this year.$7.78$3.82$3.97$25.8$25.5$0.33
2021Detailed filing. Detailed filing data is available for this year.$6.58$2.94$3.64$26.1$24.6$1.49
2020Detailed filing. Detailed filing data is available for this year.$5.14$2.98$2.15$23.4$23.4$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.59$2.47$2.12$22.8$22.8$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.84$2.74$2.10$22.7$22.7$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.63$2.55$2.09$21.2$20.7$0.43
2016Detailed filing. Detailed filing data is available for this year.$4.48$2.82$1.66$20.4$20.2$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.64$2.12$1.52$19.8$19.7$0.10
2014Detailed filing. Detailed filing data is available for this year.$5.73$4.32$1.41$19.6$19.2$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.34$4.40$0.95$18.9$18.8$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$4.23$0.78$17.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$3.87$0.58$15.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$3.36$0.58$14.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Mar 26, 2026
Return Version
2024v5.5
Gross Receipts
$30,610,536
Mission and Program Overview

Mission

Providing all levels of supports to people with both physical and developmental disabilities, people with all different types of spectrum disorders, including autism, closed head injury, prader willi syndrome, and people with mental illness and elderly adults. Supports include but are not limited to staffing, employment, housing, respite services and community living.

To provide all levels of support to people with physical and mental disabilities in the community. Always striving to enhance the quality of life for all that we serve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,005,251$5,588,504▲ $583,253
Accounts Receivable$4,054,964$4,059,451▲ $4,487
Land, Buildings, and Equipment, Net$500,566$455,143▼ $45,423
Prepaid Expenses and Deferred Charges$234,160$303,974▲ $69,814
Total Assets$9,808,456$10,420,677▲ $612,221
Other Assets Total$13,515$13,605▲ $90
Liabilities
Accounts Payable and Accrued Expenses$3,778,970$3,827,930▲ $48,960
Mortgage Notes Payable Secured by Investment Property$399,043$283,836▼ $115,207
Total Liabilities$4,178,013$4,111,766▼ $66,247
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,630,443$6,308,911▲ $678,468
Total Net Assets Fund Balance$5,630,443$6,308,911▲ $678,468
Total Liabilities and Net Assets / Fund Balance$9,808,456$10,420,677▲ $612,221

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$363,433$1,277,631$1,641,064
Equipment$44,745$71,175$115,920
Leasehold Improvements$46,965$12,498$59,463
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle Helmuth-charlesDirector of Operations & MFT$94,968$74,575$169,543

Board Members and Trustees

NameTitle
Julia JeffreysExec. Director, Pres. & Se
Kathleen NauerOfficer
Gloria S MitzelfeldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$30,580,536
Investment Income
$9,585
Other Revenue
$0
Change in Net Assets
$678,468

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,590,121
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$30,590,121
Total Revenue per Form 990
$30,590,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$20,961,960
Other Expenses$8,949,693
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$18,104,651--$18,104,651
Fees for Services Management-$3,964,509-$3,964,509
Occupancy$1,441,041--$1,441,041
Payroll Taxes$1,372,480--$1,372,480
Other Employee Benefits$1,301,161--$1,301,161
Office Expenses$752,176--$752,176
Insurance$403,569--$403,569
Travel$255,001--$255,001
Pension Plan Contributions$183,668--$183,668
Depreciation Depletion$153,730--$153,730
Other Expenses$65,123--$65,123
Interest$23,157--$23,157
All Other Expenses$16,668--$16,668
Fees for Services Other$1,637--$1,637
Total Functional Expenses$25,947,144$3,964,509$0$29,911,653

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$29,911,653
Total Expenses per Audited Statements$29,911,653
Total Expenses per Form 990$29,911,653
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The completed form 990 is provided to the board of directors sufficiently in advance of the filing deadline to enable a detailed and conscientious review by all members of the board. All questions and concerns will be addressed by the executive director and incorporated into the form 990 as appropriate. All questions and concerns of the members of the board of trustees will be addressed by the executive director and incorporated into the form 990 as appropriate. After all of the input from the finance committee has been appropriately addressed, the accounting agency will file the final form 990 as required.

Form 990, Part VI, Section B, Line 12C

Board members complete a "board of directors conflict of interest information form" describing any relationship, positions, or circumstances in which they are involved that they believe could contribute to a conflict of interest as defined in l.a.d.d. Inc.'s board of director's conflict of interest policy.

Form 990, Part VI, Section B, Line 15

The board retains the authority to establish compensation guidelines for annual increases and the principles and standards for distribution except as noted below. The compensation committee of the board shall be responsible for making a recommendation about funding of the annual increases. Members of the board of directors will be identified to the compensation committee and delegated the responsibility to manage the performance review and compensation determination process.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Form 990, Part VII, Section A

During the 2024-2025 fiscal year, the executive director of living alternatives for the developmentally disabled, inc. (ladd) exercised oversight to ensure the consistent delivery of high-quality services across all organizational program sites, including multiple locations requiring continuous 24-hour staffing. Ladd operated 66 community-based service sites and provided supports to approximately 366 individuals with developmental disabilities and mental illness across four counties. The organization employed an average of 535 staff members during the reporting period. Ladd continued to experience challenges associated with the nationwide shortage of direct care workers. In response, the organization implemented a range of targeted recruitment and retention strategies designed to stabilize staffing levels, reduce the number of open positions, and limit the use of overtime. Throughout the fiscal year, ladd maintained strong performance outcomes and high levels of satisfaction from individuals served and their legal guardians. This is reflected in the results of 49 audits conducted by external regulatory and oversight agencies, all of which concluded with excellent outcomes. In addition, all organizational training programs required for staff were reviewed and approved by the statewide training guideline workgroup (stgw), an entity within the community mental health association of michigan responsible for evaluating and recommending training standards for direct support personnel statewide.

Filing and Contact Details

Filer

Filer Name
Living Alternatives for the
EIN
38-2213535
Phone
2697820654
Address
300 WHITNEY STREET, DOWAGIAC, MI 49047

Signing Officer

Name
Julia Jeffreys
Title
Executive Director
Phone
2697820654
Signed
2026-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julia Jeffreys
Formed
1978
Legal Domicile
Mi
Voting Board Members
3
Independent Board Members
1
Employees
798
Volunteers
1

Preparer

Firm
Maner Costerisan Pc
Address
2425 E GRAND RIVER SUITE 1, LANSING, MI 48912-3291
Preparer
Brandy L Mikula CPA
Phone
5173237500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

In the preparation of tax returns, tax positions are taken based on interpretation of federal, state, and local income tax laws. Management periodically reviews and evaluates the status of uncertain tax positions and makes estimates of amounts, including interest and penalties, ultimately due or owed. No amounts have been identified, or recorded, as uncertain tax positions. Federal, state and local tax returns generally remain open for examination by the various taxing authorities for a period of three to four years.

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IRS990/ActivityOrMissionDesc0TO PROVIDE ALL LEVELS OF SUPPORT TO PEOPLE WITH PHYSICAL AND MENTAL DISABILITIES IN THE COMMUNITY. ALWAYS STRIVING TO ENHANCE THE QUALITY OF LIFE FOR ALL THAT WE SERVE.
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IRS990/Desc0DURING THE 2024-2025 FISCAL YEAR, THE EXECUTIVE DIRECTOR OF LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED, INC. (LADD) EXERCISED OVERSIGHT TO ENSURE THE CONSISTENT DELIVERY OF HIGH-QUALITY SERVICES ACROSS ALL ORGANIZATIONAL PROGRAM SITES, INCLUDING MULTIPLE LOCATIONS REQUIRING CONTINUOUS 24-HOUR STAFFING. LADD OPERATED 66 COMMUNITY-BASED SERVICE SITES AND PROVIDED SUPPORTS TO APPROXIMATELY 366 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND MENTAL ILLNESS ACROSS FOUR COUNTIES. THE ORGANIZATION EMPLOYED AN AVERAGE OF 535 STAFF MEMBERS DURING THE REPORTING PERIOD. LADD CONTINUED TO EXPERIENCE CHALLENGES ASSOCIATED WITH THE NATIONWIDE SHORTAGE OF DIRECT CARE WORKERS. IN RESPONSE, THE ORGANIZATION IMPLEMENTED A RANGE OF TARGETED RECRUITMENT AND RETENTION STRATEGIES DESIGNED TO STABILIZE STAFFING LEVELS, REDUCE THE NUMBER OF OPEN POSITIONS, AND LIMIT THE USE OF OVERTIME. THROUGHOUT THE FISCAL YEAR, LADD MAINTAINED STRONG PERFORMANCE OUTCOMES AND HIGH LEVELS OF SATISFACTION FROM INDIVIDUALS SERVED AND THEIR LEGAL GUARDIANS. THIS IS REFLECTED IN THE RESULTS OF 49 AUDITS CONDUCTED BY EXTERNAL REGULATORY AND OVERSIGHT AGENCIES, ALL OF WHICH CONCLUDED WITH EXCELLENT OUTCOMES. IN ADDITION, ALL ORGANIZATIONAL TRAINING PROGRAMS REQUIRED FOR STAFF WERE REVIEWED AND APPROVED BY THE STATEWIDE TRAINING GUIDELINE WORKGROUP (STGW), AN ENTITY WITHIN THE COMMUNITY MENTAL HEALTH ASSOCIATION OF MICHIGAN RESPONSIBLE FOR EVALUATING AND RECOMMENDING TRAINING STANDARDS FOR DIRECT SUPPORT PERSONNEL STATEWIDE.
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IRS990/MissionDesc0TO PROVIDE ALL LEVELS OF SUPPORT TO PEOPLE WITH PHYSICAL AND MENTAL DISABILITIES IN THE COMMUNITY. ALWAYS STRIVING TO ENHANCE THE QUALITY OF LIFE FOR ALL THAT WE SERVE. TO TREAT ALL PEOPLE WITH DIGNITY AND RESPECT. TO ADVOCATE FOR THE RIGHTS OF PEOPLE WITH PHYSICAL, MENTAL, OR DEVELOPMENTAL DISABILITIES WHO SUFFER FROM DEBILITATING ILLNESSES THAT PREVENT INDIVIDUALS FROM FUNCTIONING INDEPENDENTLY IN THE COMMUNITY. OUR GOAL IS TO OFFER THE HIGHEST LEVEL OF SUPPORT SERVICES AND PROVIDE THE WIDEST RANGE OF MEANINGFUL LIFE AND GROWTH OPPORTUNITIES TO INDIVIDUALS WITH DISABILITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0399043
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0283836
IRS990/NetAssetsOrFundBalancesBOYAmt05630443
IRS990/NetAssetsOrFundBalancesEOYAmt06308911
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09585
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09585
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05630443
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06308911
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt01441041
IRS990/OccupancyGrp/TotalAmt01441041
IRS990/OfficeExpensesGrp/ProgramServicesAmt0752176
IRS990/OfficeExpensesGrp/TotalAmt0752176
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013515
IRS990/OtherAssetsTotalGrp/EOYAmt013605
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01301161
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01301161
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1RESIDENT ALLOWANCE
IRS990/OtherExpensesGrp/Desc2ACTIVITY MATERIALS
IRS990/OtherExpensesGrp/Desc3IN-SERVICE TRAINING
IRS990/OtherExpensesGrp/ProgramServicesAmt01157944
IRS990/OtherExpensesGrp/ProgramServicesAmt1580836
IRS990/OtherExpensesGrp/ProgramServicesAmt2134302
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IRS990/OtherExpensesGrp/TotalAmt1580836
IRS990/OtherExpensesGrp/TotalAmt2134302
IRS990/OtherExpensesGrp/TotalAmt365123
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018104651
IRS990/OtherSalariesAndWagesGrp/TotalAmt018104651
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01372480
IRS990/PayrollTaxesGrp/TotalAmt01372480
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0183668
IRS990/PensionPlanContributionsGrp/TotalAmt0183668
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0234160
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0303974
IRS990/PrincipalOfficerNm0JULIA JEFFREYS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0COMMUNITY HEALTH AGENCY CONTRACTS
IRS990/ProgramServiceRevenueGrp/Desc1SPECIAL PROJECTS AND TRAINING
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt187994
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0678468
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt030580536
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026131376
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0139136971
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt071175
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IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt012498
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt059463
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0363433
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01277631
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01641064
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt030590121
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE, AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY THE VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE TO FOUR YEARS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0455143
IRS990ScheduleD/TotalExpensesPerForm990Amt029911653
IRS990ScheduleD/TotalRevenuePerForm990Amt030590121
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt030590121
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt029911653
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount218216
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt152150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0159951
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1107740
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt217000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt032000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JULIA JEFFREYS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1GLORIA S MITZELFELD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MICHELLE HELMUTH-CHARLES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXEC. DIRECTOR, PRES. & SE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2DIRECTOR OF OPERATIONS & M
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETED FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS OF THE BOARD. ALL QUESTIONS AND CONCERNS WILL BE ADDRESSED BY THE EXECUTIVE DIRECTOR AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. ALL QUESTIONS AND CONCERNS OF THE MEMBERS OF THE BOARD OF TRUSTEES WILL BE ADDRESSED BY THE EXECUTIVE DIRECTOR AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL OF THE INPUT FROM THE FINANCE COMMITTEE HAS BEEN APPROPRIATELY ADDRESSED, THE ACCOUNTING AGENCY WILL FILE THE FINAL FORM 990 AS REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS COMPLETE A "BOARD OF DIRECTORS CONFLICT OF INTEREST INFORMATION FORM" DESCRIBING ANY RELATIONSHIP, POSITIONS, OR CIRCUMSTANCES IN WHICH THEY ARE INVOLVED THAT THEY BELIEVE COULD CONTRIBUTE TO A CONFLICT OF INTEREST AS DEFINED IN L.A.D.D. INC.'S BOARD OF DIRECTOR'S CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD RETAINS THE AUTHORITY TO ESTABLISH COMPENSATION GUIDELINES FOR ANNUAL INCREASES AND THE PRINCIPLES AND STANDARDS FOR DISTRIBUTION EXCEPT AS NOTED BELOW. THE COMPENSATION COMMITTEE OF THE BOARD SHALL BE RESPONSIBLE FOR MAKING A RECOMMENDATION ABOUT FUNDING OF THE ANNUAL INCREASES. MEMBERS OF THE BOARD OF DIRECTORS WILL BE IDENTIFIED TO THE COMPENSATION COMMITTEE AND DELEGATED THE RESPONSIBILITY TO MANAGE THE PERFORMANCE REVIEW AND COMPENSATION DETERMINATION PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DURING THE 2024-2025 FISCAL YEAR, THE EXECUTIVE DIRECTOR OF LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED, INC. (LADD) EXERCISED OVERSIGHT TO ENSURE THE CONSISTENT DELIVERY OF HIGH-QUALITY SERVICES ACROSS ALL ORGANIZATIONAL PROGRAM SITES, INCLUDING MULTIPLE LOCATIONS REQUIRING CONTINUOUS 24-HOUR STAFFING. LADD OPERATED 66 COMMUNITY-BASED SERVICE SITES AND PROVIDED SUPPORTS TO APPROXIMATELY 366 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND MENTAL ILLNESS ACROSS FOUR COUNTIES. THE ORGANIZATION EMPLOYED AN AVERAGE OF 535 STAFF MEMBERS DURING THE REPORTING PERIOD. LADD CONTINUED TO EXPERIENCE CHALLENGES ASSOCIATED WITH THE NATIONWIDE SHORTAGE OF DIRECT CARE WORKERS. IN RESPONSE, THE ORGANIZATION IMPLEMENTED A RANGE OF TARGETED RECRUITMENT AND RETENTION STRATEGIES DESIGNED TO STABILIZE STAFFING LEVELS, REDUCE THE NUMBER OF OPEN POSITIONS, AND LIMIT THE USE OF OVERTIME. THROUGHOUT THE FISCAL YEAR, LADD MAINTAINED STRONG PERFORMANCE OUTCOMES AND HIGH LEVELS OF SATISFACTION FROM INDIVIDUALS SERVED AND THEIR LEGAL GUARDIANS. THIS IS REFLECTED IN THE RESULTS OF 49 AUDITS CONDUCTED BY EXTERNAL REGULATORY AND OVERSIGHT AGENCIES, ALL OF WHICH CONCLUDED WITH EXCELLENT OUTCOMES. IN ADDITION, ALL ORGANIZATIONAL TRAINING PROGRAMS REQUIRED FOR STAFF WERE REVIEWED AND APPROVED BY THE STATEWIDE TRAINING GUIDELINE WORKGROUP (STGW), AN ENTITY WITHIN THE COMMUNITY MENTAL HEALTH ASSOCIATION OF MICHIGAN RESPONSIBLE FOR EVALUATING AND RECOMMENDING TRAINING STANDARDS FOR DIRECT SUPPORT PERSONNEL STATEWIDE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CREATING ALTERNATIVES TOGETHER INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0204981257
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONSULTATION AND RESOURCE MANAGEMENT SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12B, II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011320 GREENVIEW DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FENTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MI
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IRS990ScheduleR/PaidEmployeesSharingInd00
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CREATING ALTERNATIVES TOGETHER INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00

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