Civic Intelligence

Opportunity Resources Inc.

990 • Fiscal year 2024 • EIN 81-0247708

Jul 01, 2023 to Jun 30, 2024 • Filed on May 07, 2025

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

Up

$12,083,135

Up $621,321 (+5.4%) from 2023

Net Assets

Up

$10,767,454

Up $510,495 (+5.0%) from 2023

Liabilities

Up

$1,315,681

Up $110,826 (+9.2%) from 2023

Revenue And Expenses

Revenue

Up

$11,705,912

Up $498,622 (+4.4%) from 2023

Expenses

Up

$11,508,386

Up $556,391 (+5.1%) from 2023

Net Income

Down

$197,526

Down $57,769 (-23%) 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 2024: $12,083,135Liabilities 2024: $1,315,681Net Assets 2024: $10,767,4542024

Highlighted filing

2024

Assets$12,083,135
Liabilities$1,315,681
Net Assets$10,767,454
Open 2024 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 2024: $11,705,912Expenses 2024: $11,508,386Net Income 2024: $197,5262024

Highlighted filing

2024

Revenue$11,705,912
Expenses$11,508,386
Net Income$197,526
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$12,824,675
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$3,938,379$3,815,953▼ $122,426
Investments in Publicly Traded Securities$2,908,183$3,120,903▲ $212,720
Accounts Receivable$1,233,786$1,798,611▲ $564,825
Savings and Temporary Cash Investments$1,708,253$1,498,229▼ $210,024
Cash and Non-Interest-Bearing Accounts$909,517$1,046,183▲ $136,666
Prepaid Expenses and Deferred Charges$25,640$161,190▲ $135,550
Inventories for Sale or Use$170,564$99,219▼ $71,345
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$11,461,817$12,083,135▲ $621,318
Other Assets Total$567,495$542,847▼ $24,648
Liabilities
Accounts Payable and Accrued Expenses$817,174$972,985▲ $155,811
Escrow Account Liability$327,038$292,951▼ $34,087
Mortgage Notes Payable Secured by Investment Property$55,405$49,127▼ $6,278
Other Liabilities$368$368→ $0
Deferred Revenue$4,870$250▼ $4,620
Total Liabilities$1,204,855$1,315,681▲ $110,826
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,945,062$10,295,416▲ $350,354
Net Assets With Donor Restrictions$311,900$472,038▲ $160,138
Total Net Assets Fund Balance$10,256,962$10,767,454▲ $510,492
Total Liabilities and Net Assets / Fund Balance$11,461,817$12,083,135▲ $621,318

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,087,418$3,890,360$5,977,778
Equipment$273,270$2,211,365$2,484,635
Land$1,455,265-$1,455,265
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joshua KendrickCEOFT$135,386$28,780$164,166
Candace EricksonCFOFT$89,236$11,672$100,908

Board Members and Trustees

NameTitle
Ashley HousePresident
Patricia BaumgartVice President
Barbara SimonDirector
Cindy BiggerstaffDirector
Max BauerDirector
Ted StetlerDirector
Tom StockingDirector
Barclay NickelSecretary
Zach FranzTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
UnivisionContracted IT Services2925 Stockyard Road Suite A, Missoula, MT 59808$113,638
Revenue and Support

Revenue Composition

Contributions and Grants
$11,074,818
Program Service Revenue
$769,903
Investment Income
$12,021
Other Revenue
$-150,830
All Other Contributions
$323,175
Change in Net Assets
$197,526

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,705,912
Revenue Not Reported on Form 990
$1,422,589
Total Revenue per Audited Statements
$13,128,501
Total Revenue per Form 990
$11,705,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,775,413
Other Expenses$1,732,973
Total Fundraising Expense$104,114
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,458,069$53,371$9,924$7,521,364
Other Employee Benefits$1,087,336$525$529$1,088,390
Payroll Taxes$784,465$21,455$774$806,694
Fees for Services Other$254,385$48,652$72,728$375,765
Current Officers, Directors, Trustees, and Key Employees-$287,204-$287,204
Occupancy$236,640$6,908$867$244,415
Depreciation Depletion$219,518$1,711$56$221,285
Office Expenses$161,950$5,798$1,046$168,794
Travel$166,902-$936$167,838
Insurance$55,005$94,746$17$149,768
Information Technology$90,923-$209$91,132
Pension Plan Contributions$71,418-$343$71,761
Fees for Services Accounting-$37,729-$37,729
Conferences and Meetings$26,121-$37$26,158
Advertising$8,808$2,220$8,726$19,754
Other Expenses$16,162$25,628$7,808$16,162
All Other Expenses$1,236$263-$1,499
Fees for Services Legal-$1,276-$1,276
Total Functional Expenses$10,816,786$587,486$104,114$11,508,386

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,618,008
Expenses per Audited Statements$11,508,386
Total Expenses per Form 990$11,508,386
Expenses Not Reported on Form 990$1,109,622
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
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$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, 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 CEO's and CFO's 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 of 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
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
1
Formed
1955
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
357
Volunteers
10

Preparer

Firm
Durkin CPA PLLC
Address
8 West Park Street Ste 303J, Butte, MT 59701
Preparer
Andrew Durkin
Phone
4064908864
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“OTHER PROGRAM SERVICES 4: DD Community Homes OTHER PROGRAM SERVICES 5: MDC Transitional Supports OTHER PROGRAM SERVICES 6: DD Room & Board OTHER PROGRAM SERVICES 7: Supported Living Sites OTHER PROGRAM SERVICES 8: DPHHS Counseling OTHER PROGRAM SERVICES 9: Medicaid Waiver Room & Board OTHER PROGRAM SERVICES 10: RSD Set Aside OTHER PROGRAM SERVICES 11: Extended Employment OTHER PROGRAM SERVICES 12: Supported Employment OTHER PROGRAM SERVICES 13: Client Private Pay OTHER PROGRAM SERVICES 14: Recreation Program OTHER PROGRAM SERVICES 15: Transportation”

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 organization's increase in net assets is generally not subject to income taxes. However, income from certain activities not directly related to the organization's tax exempt purpose is subject to taxation as unrelated business income. No provision for income tax has been recorded in the financial statements as management believes there was no unrelated business income for the year-ended 2024 and 2023.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Cost of Goods Sold $1096887 Rental Expenses $12735”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Cost of Goods Sold $1096887 Rental Expenses $12735”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
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IRS990/InsuranceGrp/FundraisingAmt017
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IRS990/MinutesOfCommitteesInd0true
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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 612 adults with disabilities in FY24. Our work programs generated $683,158 in client worker wages and benefits during the year.
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05798
IRS990/OfficeExpensesGrp/ProgramServicesAmt0161950
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IRS990/OtherAssetsTotalGrp/EOYAmt0542847
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0529
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0525
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01087336
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01088390
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IRS990/OtherExpensesGrp/Desc1Equipment Expenses
IRS990/OtherExpensesGrp/Desc2Other Costs
IRS990/OtherExpensesGrp/Desc3Community Support
IRS990/OtherExpensesGrp/FundraisingAmt0114
IRS990/OtherExpensesGrp/FundraisingAmt17808
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025628
IRS990/OtherExpensesGrp/ProgramServicesAmt086142
IRS990/OtherExpensesGrp/ProgramServicesAmt164270
IRS990/OtherExpensesGrp/ProgramServicesAmt227436
IRS990/OtherExpensesGrp/ProgramServicesAmt316162
IRS990/OtherExpensesGrp/TotalAmt086142
IRS990/OtherExpensesGrp/TotalAmt164384
IRS990/OtherExpensesGrp/TotalAmt260872
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IRS990/PartialLiquidationInd0false
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IRS990/PayrollTaxesGrp/FundraisingAmt0774
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021455
IRS990/PayrollTaxesGrp/ProgramServicesAmt0784465
IRS990/PayrollTaxesGrp/TotalAmt0806694
IRS990/PensionPlanContributionsGrp/FundraisingAmt0343
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt071418
IRS990/PensionPlanContributionsGrp/TotalAmt071761
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0161190
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IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
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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 Services Reven
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0227070
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt139989
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt245086
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3225847
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4194631
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0227070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt139989
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt245086
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3225847
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4194631
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 home and care for him or herself or others in the home. 110 individuals were served on a daily basis in FY24.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01954353
IRS990/ProgSrvcAccomActy3Grp/Desc0DD Work/Day Services Provides Day Habilitation services to adults with developmental disabilities. Day 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. 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. Clients in work programs are provided with a variety of work choices ranging from work in sheltered environments to jobs in the community. Individuals earn wages by assembling products, producing goods and providing services to the community. They are provided with the staff supports needed to help them meet their employment goals. 148 individuals were served on a daily basis in FY24.
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IRS990/PYOtherRevenueAmt094485
IRS990/PYProgramServiceRevenueAmt0660484
IRS990/PYRevenuesLessExpensesAmt0255295
IRS990/PYSalariesCompEmpBnftPaidAmt09269645
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt01708253

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,083,135
Liabilities
$1,315,681
Net assets
$10,767,454
Revenue
$11,705,912
Expenses
$11,508,386
Net income
$197,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$1.32$10.8$11.7$11.5$0.20
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