Civic Intelligence

Opportunity Resources Inc.

990 • Fiscal year 2023 • EIN 81-0247708

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization ProfileWWW.ORIMT.ORG

View Organization Page

2821 S Russell StreetMissoula, MT 59801

(406) 721-2930

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$11,461,814

Flat from 2023

Net Assets

Flat

$10,256,959

Flat from 2023

Liabilities

Flat

$1,204,855

Flat from 2023

Revenue And Expenses

Revenue

Flat

$11,207,290

Flat from 2023

Expenses

Flat

$10,951,995

Flat from 2023

Net Income

Flat

$255,295

Flat from 2023

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 2022: $11,253,763Liabilities 2022: $1,472,831Net Assets 2022: $9,780,9322022Assets 2023: $11,461,814Liabilities 2023: $1,204,855Net Assets 2023: $10,256,9592023Assets 2023: $11,461,814Liabilities 2023: $1,204,855Net Assets 2023: $10,256,9592023

Highlighted filing

2023

Assets$11,461,814
Liabilities$1,204,855
Net Assets$10,256,959
Open 2023 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 2022: $13,603,714Expenses 2022: $11,547,933Net Income 2022: $2,055,7812022Revenue 2023: $11,207,290Expenses 2023: $10,951,995Net Income 2023: $255,2952023Revenue 2023: $11,207,290Expenses 2023: $10,951,995Net Income 2023: $255,2952023

Highlighted filing

2023

Revenue$11,207,290
Expenses$10,951,995
Net Income$255,295
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$12,425,862
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$4,126,504$3,938,379▼ $188,125
Investments in Publicly Traded Securities$2,692,376$2,908,183▲ $215,807
Savings and Temporary Cash Investments$1,307,044$1,708,252▲ $401,208
Accounts Receivable$1,368,078$1,233,784▼ $134,294
Cash and Non-Interest-Bearing Accounts$852,958$909,517▲ $56,559
Inventories for Sale or Use$202,661$170,566▼ $32,095
Prepaid Expenses and Deferred Charges$134,788$25,639▼ $109,149
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$11,253,763$11,461,814▲ $208,051
Other Assets Total$569,354$567,494▼ $1,860
Liabilities
Accounts Payable and Accrued Expenses$879,039$817,174▼ $61,865
Escrow Account Liability$341,243$327,038▼ $14,205
Mortgage Notes Payable Secured by Investment Property$229,549$55,405▼ $174,144
Deferred Revenue$22,632$4,871▼ $17,761
Other Liabilities$368$367▼ $1
Total Liabilities$1,472,831$1,204,855▼ $267,976
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,469,032$9,792,605▲ $323,573
Net Assets With Donor Restrictions$311,900$464,354▲ $152,454
Total Net Assets Fund Balance$9,780,932$10,256,959▲ $476,027
Total Liabilities and Net Assets / Fund Balance$11,253,763$11,461,814▲ $208,051

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,232,935$3,718,895$5,951,830
Equipment$250,179$2,149,865$2,400,044
Land$1,455,265-$1,455,265
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joshua KendrickCEOFT$134,368$28,474$162,842
Candace EricksonCFOFT$89,798$12,219$102,017

Board Members and Trustees

NameTitle
Barbara SimonPast President
Tom StockingPresident
Ashley HouseVice President
Cindy BiggerstaffBoard Member
Max BauerBoard Member
Ted StetlerBoard Member
Zach FranzBoard Member
Barclay NickelSecretary
Patricia BaumgartTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
UnivisionContracted It Support2925 STOCKYARD ROAD SUITE A, Missoula, MT 59808$138,312
Revenue and Support

Revenue Composition

Contributions and Grants
$10,451,916
Program Service Revenue
$660,484
Investment Income
$405
Other Revenue
$94,485
All Other Contributions
$174,900
Change in Net Assets
$255,295

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,207,290
Revenue Not Reported on Form 990
$1,435,501
Total Revenue per Audited Statements
$12,642,791
Total Revenue per Form 990
$11,207,290
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,269,645
Other Expenses$1,682,350
Total Fundraising Expense$102,791
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,115,636$28,169$8,492$7,152,297
Other Employee Benefits$1,020,246$933$463$1,021,642
Payroll Taxes$738,637$20,796$744$760,177
Fees for Services Other$224,272$6,999$70,836$302,107
Occupancy$267,470$6,784$2,342$276,596
Current Officers, Directors, Trustees, and Key Employees-$273,328-$273,328
Depreciation Depletion$219,701$6,111$1,581$227,393
Travel$164,883$285$152$165,320
Office Expenses$154,421$6,347$841$161,609
Insurance$51,987$79,654$20$131,661
Information Technology$98,932-$330$99,262
Pension Plan Contributions$61,872-$329$62,201
Fees for Services Accounting-$33,193-$33,193
Conferences and Meetings$25,640-$165$25,805
Other Expenses$19,091$18,052$8,213$19,091
Advertising$9,175$1,660$8,086$18,921
All Other Expenses$1,354--$1,354
Interest$248--$248
Total Functional Expenses$10,366,893$482,311$102,791$10,951,995

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,166,764
Expenses per Audited Statements$10,951,995
Total Expenses per Form 990$10,951,995
Expenses Not Reported on Form 990$1,214,769
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$367
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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, 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.”

Filing and Contact Details

Filer

Filer Name
Opportunity Resources Inc
EIN
81-0247708
Phone
4067212930
Address
2821 S RUSSELL STREET, MISSOULA, MT 59801

Signing Officer

Name
Joshua Kendrick
Title
CEO
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joshua Kendrick
Formed
1955
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
431
Volunteers
10

Preparer

Firm
Linked Accounting LLP
Address
612 N Kays Dr Ste 150, Kaysville, UT 84037
Preparer
Brian E Van Camp CPA Mtax
Phone
3852622310
Supplemental Narrative

Additional Explanations

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:”

Financial Statement Notes

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”

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IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
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IRS990/MissionDesc0Supporting 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.
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0463
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0933
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt01021642
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IRS990/OtherExpensesGrp/Desc1EQUIPMENT EXPENSES
IRS990/OtherExpensesGrp/Desc2OTHER COSTS
IRS990/OtherExpensesGrp/Desc3COMMUNITY SUPPORT
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IRS990/OtherExpensesGrp/FundraisingAmt18213
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018052
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IRS990/OtherExpensesGrp/ProgramServicesAmt181322
IRS990/OtherExpensesGrp/ProgramServicesAmt218075
IRS990/OtherExpensesGrp/ProgramServicesAmt319091
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IRS990/PayrollTaxesGrp/FundraisingAmt0744
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020796
IRS990/PayrollTaxesGrp/ProgramServicesAmt0738637
IRS990/PayrollTaxesGrp/TotalAmt0760177
IRS990/PensionPlanContributionsGrp/FundraisingAmt0329
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt061872
IRS990/PensionPlanContributionsGrp/TotalAmt062201
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0134788
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025639
IRS990/PrincipalOfficerNm0JOSHUA KENDRICK
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
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IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0GROUP HOME ROOM & BOARD
IRS990/ProgramServiceRevenueGrp/Desc1PAYEE FEES
IRS990/ProgramServiceRevenueGrp/Desc2PRIVATE PAY
IRS990/ProgramServiceRevenueGrp/Desc3SUPPORTED LIVING SITE FEE
IRS990/ProgramServiceRevenueGrp/Desc4SUPPORTING SVCS REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0223068
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt137485
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt236312
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3208457
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4132920
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0223068
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt137485
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt236312
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3208457
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4132920
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 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01880032
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 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.
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt01307044

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,461,814
Liabilities
$1,204,855
Net assets
$10,256,959
Revenue
$11,207,290
Expenses
$10,951,995
Net income
$255,295
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$11.5$1.20$10.3$11.2$11.0$0.26
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
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