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Opportunity for Independence FY2022 filing

Tax-deductible

San Rafael, CA501(c)(3)Human ServicesEIN 68-0256574Revenue $3.0M in FY2022

On file with the IRSofiinc.org20 H St, 94901-1779 · San Rafael, CATax-exempt since Apr 1996Publicly supported charity — 170(b)(1)(A)(vi)

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Opportunity for Independence (OFI) advocates self-determination for people with intellectual and developmental disabilities by offering an array of individualized innovative services and behavioral supports to promote happy healthy lives.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$98K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $281K a year · 9% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$98K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $22
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$660K
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.0M
+11% vs prior year
Spent
$2.8M
To programs
85%
Net assets
$2.1M
By yearFY2020–FY2024
Revenue
$3.0M
FY2022▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.7M
FY2021$2.7M
FY2022$3.0M
FY2023$3.2M
FY2024$3.3M
Expenses
$2.8M
FY2022▲ +26%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.1M
FY2021$2.3M
FY2022$2.8M
FY2023$3.1M
FY2024$3.1M
Net assets
$2.1M
FY2022▼ -1%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.7M
FY2021$2.1M
FY2022$2.1M
FY2023$2.3M
FY2024$2.5M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $2.4M Management & general 15% · $412K Fundraising 0% · $6K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990; $98K paid to officers and key staff.

Part VII, Section A · reportable compensation
Liliya Peterson
Executive Director
$98,106Pt VII · Sec A
Laura Briggin
Board Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Tom Wooten
Secretary
$0Pt VII · Sec A

Liliya T Peterson’s $118K as Executive Direc is at the 52nd percentile of top reported officer pay among 3869 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Liliya T Peterson$118,493$108,461———
Cait Byrne———$53,302$102,248
Liliya Peterson——$98,106$79,157—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers people with disabilities through individualized services and supports for happy, healthy lives.

Questions for Opportunity for Independence

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Provided by the organization

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3 programs · $2.4M · in their own filed words · FY2022
01

OFI's Supported Living Services (SLS) was created in 2003 when we saw the need and desire of many participants to live independently. Individuals in our SLS program may come from their parents' homes, group homes or other facilities.

$1.4Mprogram expense
02

The Lincoln Avenue Apartments were built from the ground up, specifically to house individuals with developmental disabilities, 18 and older with the ability to maintain a level of independence.

$536Kprogram expense
03

The Supported Training for Employment Program (STEP) provides community based vocational training and supported employment to 16 clients. The program offers skills development, classroom training, work readiness and job coach support for competitive employment in community settings.

$470Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Amazonsmile FoundationFY2023$22
Total grants receivedfrom 1 funder$22

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$3.0M
Ln 12
Fees for servicesLn 2g$2.9M
Investment incomeLn 3$30K
Gifts and grantsLn 1h$6K
Money outPt IX
$2.8M
Ln 25
Programscol B$2.4M
Managementcol C$412K
Fundraisingcol D$6K
Owns and owesPt X
$2.1M
net assets · Ln 32
Cash and savingsLn 1–2$796K
Total assetsLn 16$2.7M
LiabilitiesLn 26$660K
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6K
Fees for servicesLn 2g$2.9M
Investment incomeLn 3$30K
Other incomeLn 4–11$844
Total revenueLn 12$3.0M
Assets in detailPt X, end of year
CashLn 1$681K
SavingsLn 2$115K
Cash and savings togetherLn 1–2$796K
InvestmentsLn 11–13$931K
Land, buildings, equipmentLn 10c$689K
Other assetsLn 15$6K
Total assetsLn 16$2.7M
LiabilitiesLn 26$660K
Net assetsLn 32$2.1M
OperationsPt I, VI
EmployeesI 550
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$646K$796K
InvestmentsLn 11–13$1.2M$931K
Land, buildings, equipmentLn 10c$674K$689K
Total assetsLn 16$2.7M$2.7M
LiabilitiesLn 26$630K$660K
Net assetsLn 32$2.1M$2.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$111K$94K$16K$1K
Other salaries and wagesLn 7$1.9M$1.8M$98K$4K
Pension plan contributionsLn 8$15K$13K$3K$33
Other employee benefitsLn 9$286K$236K$49K$508
Payroll taxesLn 10$173K$163K$9K$451
Accounting feesLn 11c$106K$106K
Other fees for servicesLn 11g$23K$5K$18K
Advertising and promotionLn 12$875$875
Office expensesLn 13$17K$271$17K
Information technologyLn 14$19K$1K$18K
OccupancyLn 16$44K$21K$23K
TravelLn 17$35K$33K$1K
InterestLn 20$22K$19K$3K
Depreciation, depletion and amortizationLn 22$44K$29K$15K
InsuranceLn 23$32K$22K$10K
Other expenses (24a–d)Ln 24$40K$22K$18K$64
All other expensesLn 24e$10K$2K$7K
Total functional expensesLn 25$2.8M$2.4M$412K$6K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.3M$3.1M$144K$2.5M 990 PDF
FY2023 $3.2M$3.1M$124K$2.3M 990 PDF
FY2022 Viewing $3.0M$2.8M$137K$2.1M 990 PDF
FY2021 $2.7M$2.3M$418K$2.1M 990 PDF
FY2020 $2.7M$2.1M$583K$1.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $2,966,014 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $322,690$5,719
I-9 Program service revenuePrior year $2,300,473$2,929,390
I-10 Investment incomePrior year $40,590$30,061
I-11 Other revenuePrior year $7,940$844
I-12 Total revenuePrior year $2,671,693$2,966,014
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,920,786$2,437,884
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $332,799$391,385
I-18 Total expensesPrior year $2,253,585$2,829,269
I-19 Revenue less expensesPrior year $418,108$136,745
Part VI · Governance 4 of 4 board members independent, no flags
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,966,014 across 6 lines filed
VIII-1f All other contributions, gifts and grants$5,719
VIII-1h Total contributions, gifts and grants$5,719
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,929,390$2,929,390
VIII-3 Investment incomeExcluded from tax $30,061$30,061
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $844$844
VIII-12 Total revenueRelated to mission $2,929,390 · Unrelated business $0 · Excluded from tax $30,905$2,966,014
Part IX · Statement of functional expenses $2,829,269 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $94,309 · Management $15,533 · Fundraising $1,109$110,951
IX-7 Other salaries and wagesPrograms $1,751,421 · Management $97,912 · Fundraising $4,175$1,853,508
IX-8 Pension plan contributionsPrograms $12,682 · Management $2,619 · Fundraising $33$15,334
IX-9 Other employee benefitsPrograms $235,855 · Management $49,164 · Fundraising $508$285,527
IX-10 Payroll taxesPrograms $162,679 · Management $9,434 · Fundraising $451$172,564
IX-11c Accounting feesManagement $106,041$106,041
IX-11g Other fees for servicesPrograms $4,825 · Management $17,995$22,820
IX-12 Advertising and promotionManagement $875$875
IX-13 Office expensesPrograms $271 · Management $17,179$17,450
IX-14 Information technologyPrograms $1,113 · Management $17,734$18,847
IX-16 OccupancyPrograms $21,018 · Management $22,919$43,937
IX-17 TravelPrograms $33,195 · Management $1,473$34,668
IX-20 InterestPrograms $18,603 · Management $3,284$21,887
IX-22 Depreciation, depletion and amortizationPrograms $29,090 · Management $14,793$43,883
IX-23 InsurancePrograms $21,894 · Management $9,731$31,625
IX-24 Other expenses (24a–d)Programs $21,786 · Management $17,988 · Fundraising $64$39,838
IX-24e All other expensesPrograms $2,441 · Management $7,073$9,514
IX-25 Total functional expensesPrograms $2,411,182 · Management $411,747 · Fundraising $6,340$2,829,269
Part X · Balance sheet $2,728,868 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $623,101$680,794
X-2 Savings and temporary cash investmentsStart of year $22,506$114,856
X-4 Accounts receivableStart of year $189,851$259,785
X-9 Prepaid expenses and deferred chargesStart of year $46,554$47,872
X-10c Land, buildings and equipment, netStart of year $674,188$688,525
X-11 Publicly traded securitiesStart of year $1,163,437$930,980
X-15 Other assetsStart of year $6,056$6,056
X-16 Total assetsStart of year $2,725,693$2,728,868
X-17 Accounts payable and accrued expensesStart of year $158,157$204,032
X-26 Total liabilitiesStart of year $630,155$659,552
X-27 Net assets without donor restrictionsStart of year $2,095,538$2,069,316
X-32 Total net assets or fund balancesStart of year $2,095,538$2,069,316
X-33 Total liabilities and net assetsStart of year $2,725,693$2,728,868
Part XI · Reconciliation of net assets $2,069,316 net assets at year end
XI-1 Total revenue$2,966,014
XI-2 Total expenses$2,829,269
XI-3 Revenue less expenses$136,745
XI-4 Net assets at start of year$2,095,538
XI-5 Net unrealized gains (losses) on investments−$162,967
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,069,316

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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