Civic Intelligence

Opportunity Resources Inc.

990 • Fiscal year 2021 • EIN 81-0247708

Jul 01, 2020 to Jun 30, 2021 • Filed on May 03, 2022

Organization Profilewww.orimt.org

View Organization Page

2821 S Russell StreetMissoula, MT 59801-7913

(406) 721-2930

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$11,683,212

Flat from 2021

Net Assets

Flat

$8,074,563

Flat from 2021

Liabilities

Flat

$3,608,649

Flat from 2021

Revenue And Expenses

Revenue

Flat

$11,751,723

Flat from 2021

Expenses

Flat

$11,037,893

Flat from 2021

Net Income

Flat

$713,830

Flat from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $7,843,635Liabilities 2011: $1,971,257Net Assets 2011: $5,872,3782011Assets 2012: $7,891,528Liabilities 2012: $2,100,410Net Assets 2012: $5,791,1182012Assets 2013: $7,859,675Liabilities 2013: $1,936,791Net Assets 2013: $5,922,8842013Assets 2014: $8,229,195Liabilities 2014: $2,047,315Net Assets 2014: $6,181,8802014Assets 2015: $8,424,819Liabilities 2015: $2,070,269Net Assets 2015: $6,354,5502015Assets 2016: $8,408,036Liabilities 2016: $2,455,189Net Assets 2016: $5,952,8472016Assets 2017: $8,481,393Liabilities 2017: $2,032,454Net Assets 2017: $6,448,9392017Assets 2018: $8,951,824Liabilities 2018: $1,893,824Net Assets 2018: $7,058,0002018Assets 2019: $9,227,414Liabilities 2019: $1,865,769Net Assets 2019: $7,361,6452019Assets 2020: $10,791,404Liabilities 2020: $3,721,168Net Assets 2020: $7,070,2362020Assets 2021: $11,683,212Liabilities 2021: $3,608,649Net Assets 2021: $8,074,5632021Assets 2021: $11,683,212Liabilities 2021: $3,608,649Net Assets 2021: $8,074,5632021Assets 2022: $11,253,763Liabilities 2022: $1,472,831Net Assets 2022: $9,780,9322022Assets 2023: $11,461,814Liabilities 2023: $1,204,855Net Assets 2023: $10,256,9592023

Highlighted filing

2021

Assets$11,683,212
Liabilities$3,608,649
Net Assets$8,074,563
Open 2021 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $9,996,245Expenses 2011: $9,769,932Net Income 2011: $226,3132011Revenue 2012: $9,943,013Expenses 2012: $10,048,738Net Income 2012: -$105,7252012Revenue 2013: $10,175,887Expenses 2013: $10,117,245Net Income 2013: $58,6422013Revenue 2014: $10,966,531Expenses 2014: $10,815,019Net Income 2014: $151,5122014Revenue 2015: $11,931,142Expenses 2015: $11,790,532Net Income 2015: $140,6102015Revenue 2016: $12,323,634Expenses 2016: $12,710,384Net Income 2016: -$386,7502016Revenue 2017: $13,405,539Expenses 2017: $13,018,988Net Income 2017: $386,5512017Revenue 2018: $12,946,119Expenses 2018: $12,410,984Net Income 2018: $535,1352018Revenue 2019: $11,480,928Expenses 2019: $11,230,451Net Income 2019: $250,4772019Revenue 2020: $11,610,656Expenses 2020: $11,921,387Net Income 2020: -$310,7312020Revenue 2021: $11,751,723Expenses 2021: $11,037,893Net Income 2021: $713,8302021Revenue 2021: $11,751,723Expenses 2021: $11,037,893Net Income 2021: $713,8302021Revenue 2022: $13,603,714Expenses 2022: $11,547,933Net Income 2022: $2,055,7812022Revenue 2023: $11,207,290Expenses 2023: $10,951,995Net Income 2023: $255,2952023

Highlighted filing

2021

Revenue$11,751,723
Expenses$11,037,893
Net Income$713,830
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 3, 2022
Return Version
2020v4.1
Gross Receipts
$13,099,184
Mission and Program Overview

Mission

Supporting persons with disabilities in enhancing their quality of life. Provided residential, transportation, work, recreation and personal care services on a daily basis to 619 adults with disabilities in fy18. Our work programs generated over $764,000 in client worker wages and benefits during the year. We also provided case management services to over 800 individuals with developmental disabilities in fy18.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,475,733$4,311,490▼ $164,243
Savings and Temporary Cash Investments$2,640,479$3,242,655▲ $602,176
Accounts Receivable$1,563,365$1,162,238▼ $401,127
Investments in Publicly Traded Securities$883,733$1,147,177▲ $263,444
Cash and Non-Interest-Bearing Accounts$542,608$859,770▲ $317,162
Inventories for Sale or Use$178,537$183,376▲ $4,839
Prepaid Expenses and Deferred Charges$35,600$130,298▲ $94,698
Total Assets$10,791,404$11,683,212▲ $891,808
Other Assets Total$471,349$646,208▲ $174,859
Liabilities
Unsecured Notes Loans Payable$1,978,442$1,995,660▲ $17,218
Accounts Payable and Accrued Expenses$759,447$748,722▼ $10,725
Escrow Account Liability$328,210$428,476▲ $100,266
Mortgage Notes Payable Secured by Investment Property$608,463$402,918▼ $205,545
Deferred Revenue$46,238$32,505▼ $13,733
Other Liabilities$368$368→ $0
Total Liabilities$3,721,168$3,608,649▼ $112,519
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,758,336$7,625,111▲ $866,775
Net Assets With Donor Restrictions$311,900$449,452▲ $137,552
Total Net Assets Fund Balance$7,070,236$8,074,563▲ $1,004,327
Total Liabilities and Net Assets / Fund Balance$10,791,404$11,683,212▲ $891,808

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,503,661$3,373,753$5,877,414
Equipment$352,564$2,106,035$2,458,599
Land$1,455,265-$1,455,265
Other Assets Org$123,627--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joshua KendrickChief Executive OfficerFT$115,027$10,513$125,540
Candace EricksonCFOFT$81,860$10,508$92,368

Board Members and Trustees

NameTitle
Jaymie BowditchPast President
Barbara SimonPresident
Tom StockingVice President
Bob KellyBoard Member
Cindy KletteBoard Member
Max BauerBoard Member
Patricia BaumgartBoard Member
Ted StetlerBoard Member
Barclay NickelSecretary
Ashley HouseTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Univision IncIT Support2925 Stockyard Road Suite A, Missoula, MT 59808$140,406
Revenue and Support

Revenue Composition

Contributions and Grants
$11,144,891
Program Service Revenue
$505,906
Investment Income
$4,837
Other Revenue
$96,089
All Other Contributions
$239,673
Change in Net Assets
$713,830

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,751,723
Revenue Not Reported on Form 990
$1,630,217
Total Revenue per Audited Statements
$13,381,940
Total Revenue per Form 990
$11,751,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,458,543
Other Expenses$1,579,350
Total Fundraising Expense$117,062
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,297,777$2,120$60,653$7,360,550
Other Employee Benefits$1,089,777$51$7,189$1,097,017
Payroll Taxes$702,969$8,723$3,191$714,883
Occupancy$247,413$6,108$3,177$256,698
Depreciation Depletion$215,726$13,466$1,630$230,822
Current Officers, Directors, Trustees, and Key Employees-$226,623-$226,623
Fees for Services Other$222,947$2,995$513$226,455
Office Expenses$189,057$6,027$8,478$203,562
Insurance$67,286$59,109$358$126,753
Travel$116,503-$11$116,514
Information Technology$92,476-$5,658$98,134
Pension Plan Contributions$57,096-$2,374$59,470
Fees for Services Legal-$38,096-$38,096
Advertising$8,584-$15,290$23,874
Interest$20,050--$20,050
Conferences and Meetings$9,386-$287$9,673
All Other Expenses$2,369$4,296$21$6,686
Other Expenses$6,556$21,396$5,782$6,556
Fees for Services Management-$135-$135
Total Functional Expenses$10,514,468$406,363$117,062$11,037,893

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,377,613
Expenses per Audited Statements$11,037,893
Total Expenses per Form 990$11,037,893
Expenses Not Reported on Form 990$1,339,720
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$368
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Prior to filing the Form 990, a draft was emailed to each board member to rview. The CEO and CFO also met and reviewed the draft Form 990 prior to filing.”

Conflict of interest policy compliance Part VI line 12C

“Board members are required to complete a conflict of interest diclosure statement form annually. If any potential econflicts of interest are noted on the forms, they ar 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.”

CEO executive director top management comp Part VI 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.”

Other officer or key employee compensation Part VI line 15B

“Compensation of other officers or key employees is determined annually as part of the budget process, which is approved by the board of directors.”

Form 990 availability to public Part VI line 18

“The Form 990 is made available to the public upon request.”

Governing documents etc available to public Part VI line 19

“The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The Organization also uses its website to inform the public that these documents are available for review at its mainoffice.”

Filing and Contact Details

Filer

Filer Name
Opportunity Resources Inc
EIN
81-0247708
Address
2821 S Russell Street, Missoula, MT 59801-7913

Signing Officer

Name
Joshua Kendrick
Title
Chief Executive
Phone
4067212930
Signed
2022-05-03
Discuss with paid preparer
No

Organization Details

Principal Officer
Joshua Kendrick
Formed
1955
Legal Domicile
Mt
Voting Board Members
10
Independent Board Members
10
Employees
554
Volunteers
10

Preparer

Firm
Peterson CPA Group PC
Address
PO Box 5667, Missoula, MT 59806
Preparer
Dan Peterson
Phone
4069261800
Supplemental Narrative

Financial Statement Notes

Escrow account liability (Part IV, line 2B)

“The organization is an appointed representative payee for some clients social security benefits.”

Other revenues not included on Form 990 (Part XI, line 2D)

“Cost of Goods Sold $1,325,757Rental Expenses $ 13,963”

Other expenses not included on Form 990 (Part XII, line 2D)

“Cost of Goods Sold $1,325,757Rental Expenses $ 13,963”

Footnote for uncertain tax position under FIN 48 (Part X)

“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 income. No provision for income tax has been recorded in the financial statements as the amounts are not significant.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
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IRS990/MissionDesc0Supporting 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.
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IRS990/OtherExpensesGrp/Desc0Food & Household-Group Homes
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IRS990/OtherExpensesGrp/FundraisingAmt15782
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017218
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IRS990/PrincipalOfficerNm0Joshua Kendrick
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IRS990/ProgramServiceRevenueGrp/Desc0Group Home Room & Board
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IRS990/ProgramServiceRevenueGrp/Desc3Payee Fees
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt269569
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt334464
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt416243
IRS990/ProgSrvcAccomActy2Grp/Desc0MEDICAID 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 adaptive skills 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 ome and care for him or herself or others in the home. 136 persons were served on a daily basis in FY21.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02368678
IRS990/ProgSrvcAccomActy3Grp/Desc0DD 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 residen successfully in home and community-based settings. REsidential habilitation is provided to individuals whereever they live; settings include group homes and congregate living sites. Training is provided in basic self-help skills, home and communityliving 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. 46 individuals were served on a daily basis in FY21.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01685933
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other programs include group home room and board, supporting living sites, private pay services, payee services, recreation program services, work services, transportation, counseling and nursing services, and vocational services.
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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,683,212
Liabilities
$3,608,649
Net assets
$8,074,563
Revenue
$11,751,723
Expenses
$11,037,893
Net income
$713,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$11.5$1.20$10.3$11.2$11.0$0.26
2022Summary only. Only limited summary data is available for this year.$11.3$1.47$9.78$13.6$11.5$2.06
2021Detailed filing. Detailed filing data is available for this year.$11.7$3.61$8.07$11.8$11.0$0.71
2021Summary only. Only limited summary data is available for this year.$11.7$3.61$8.07$11.8$11.0$0.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$3.72$7.07$11.6$11.9$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.23$1.87$7.36$11.5$11.2$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.95$1.89$7.06$12.9$12.4$0.54
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.48$2.03$6.45$13.4$13.0$0.39
2016Detailed filing. Detailed filing data is available for this year.$8.41$2.46$5.95$12.3$12.7$0.39
2015Summary only. Only limited summary data is available for this year.$8.42$2.07$6.35$11.9$11.8$0.14
2014Detailed filing. Detailed filing data is available for this year.$8.23$2.05$6.18$11.0$10.8$0.15
2013Summary only. Only limited summary data is available for this year.$7.86$1.94$5.92$10.2$10.1$0.06
2012Summary only. Only limited summary data is available for this year.$7.89$2.10$5.79$9.94$10.0$0.11
2011Summary only. Only limited summary data is available for this year.$7.84$1.97$5.87$10.00$9.77$0.23