OPPORTUNITY FOR INDEPENDENCE INC

EIN: 680256574 501(c)(3) Human Services

SAN RAFAEL, CA

Total Revenue
$3,248,201
Total Expenses
$3,123,703
Total Assets
$2,507,307
Net Assets
$2,302,939
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
CA
Principal Officer
LILIYA PETERSON
Phone
4157217772
Tax Period
2023-01-01 to 2023-12-31

OPPORTUNITY FOR INDEPENDENCE INC, founded in 1991, is a community nonprofit in the Human Services sector that reported $3.2M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $3.1M left a modest 4% surplus.

Mission

ENHANCING THE QUALITY OF LIFE FOR INDIVIDUALS WITH DEVELOPMENTAL AND OTHER COGNITIVE DISABILITIES BY DEVELOPING AND PROVIDING ESSENTIAL AND INDIVIDUALIZED PROGRAMS THROUGHOUT MARIN COUNTY.

Program Service Accomplishments

Program 1
Expenses: $1,526,121 Revenue: $1,933,952

OFI'S SUPPORTED LIVING SERVICES(SLS) WAS CREATED IN 2003 WHEN WE SAW THE NEED AND DESIRE OF PARTICIPANTS TO LIVE INDEPENDENTLY. INDIVIDUALS IN OUR SLS PROGRAM MAY COME FROM THEIR PARENTS' HOMES...

Read more

OFI'S SUPPORTED LIVING SERVICES(SLS) WAS CREATED IN 2003 WHEN WE SAW THE NEED AND DESIRE OF PARTICIPANTS TO LIVE INDEPENDENTLY. INDIVIDUALS IN OUR SLS PROGRAM MAY COME FROM THEIR PARENTS' HOMES, GROUP HOMES OR OTHER FACILITIES. OUR PROGAM IS GUIDED BY A COMMITMENT TO PROMOTE THE INHERENT DIGNITY AND INDIVIDUAL AUTONOMY OF PERSONS WITH DISABILITIES AND TO SUPPORT THEIR FULL INCLUSION AND PARTICIPATION IN THE COMMUNITY. PRESENTLY, OFI PROVIDES SLS TO 24 INDIVIDUALS THROUGHOUT THE MARIN COUNTY.

Program 2
Expenses: $674,483 Revenue: $783,984

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. THE...

Read more

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. THE THREE-STORY BUILDING WAS CONSTRUCTED WITH HUD FUNDING IN PARTNERSHIP WITH ECUMENICAL ASSOCIATION HOUSING (EAH) AND TOOK ITS FIRST TENANTS IN 1997. THE BUILDING HAS 6 TWO BEDROOM APARTMENTS, SO INDIVIDUALS LIVE WITH A ROOMMATE. THERE IS A COMMUNITY ROOM AND A YARD. THE BUILDING IS LOCATED NEAR DOWNTOWN SAN RAFAEL, SO IT IS VERY CONVENIENT FOR TRANSPORTATION AND SERVICES. OFI PROVIDES THE COMMUNITY WITH THE SUPPORTED LIVING SERVICES PROGRAM AND A PROPERTY MANAGER FROM EAH, WHO LIVES AT THE SITE.

Program 3
Expenses: $472,128 Revenue: $486,923

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...

Read more

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. BECAUSE WE TAILOR THE PROGRAM TO THE NEEDS OF THE INDIVIDUAL, WE SEE GREAT SUCCESS IN TRANSITIONING FROM THE CLASSROOM TO THE WORK SITES. THE PROGRAM OPERATES MONDAY THROUGH FRIDAY 9:OO AM -3:00 PM.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,723
Program Service Revenue $3,207,438
Investment Income $31,284
Other Revenue $4,756
TOTAL REVENUE $3,248,201

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,688,611
Fundraising Expenses $6,418
Program Expenses $2,672,732
Other Expenses $435,092
TOTAL EXPENSES $3,123,703

Year-over-Year Comparison

2023 2022 Change
Revenue $3,248,201 $2,966,014 +0.1%
Expenses $3,123,703 $2,829,269 +0.1%
Net Income $124,498 $136,745 -0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
7
Independent Members
6
Employees
67
Volunteers
5

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$108,461
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LILIYA T PETERSON EXECUTIVE DIREC 40.00
Officer
$108,461 $0 $108,461
LAURA BRIGGIN CHAIRMAN 5.00
Officer Director
$0 $0 $0
JOSEPH STRELLA TREASURER 5.00
Officer Director
$0 $0 $0
TOM WOOTEN SECRETARY 5.00
Officer Director
$0 $0 $0
CHARLIE MOFFETT DIRECTOR 5.00
Director
$0 $0 $0
HEATHER L CAUGHRON DIRECTOR 5.00
Director
$0 $0 $0
SUZANNE HUMPHREY VICE CHAIRMAN 5.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $3,248,201 $3,123,703 $2,507,307 $124,498
2022 $2,966,014 $2,829,269 $2,728,868 $136,745
2021 $2,671,693 $2,253,585 $2,725,693 $418,108
2020 $2,721,757 $2,139,029 $2,619,898 $582,728
2019 $2,281,150 $1,979,798 $1,696,724 $301,352
2018 $2,344,648 $2,136,747 $1,364,943 $207,901
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare OPPORTUNITY FOR INDEPENDENCE INC with other nonprofits in California and across the country.