2024-10-23T15:45:11-05:00 2023-12-31 410887288 BOULAY PLLP 11095 VIKING DRIVE-STE 500 EDEN PRAIRIE MN 55344 990 2023-01-01 410781858 FRASER FRAS 6128611688 2400 WEST 64TH STREET RICHFIELD MN 55423 DIANE S CROSS CEO 6128611688 2024-10-22 1 0 JADIN C BRAGG P00643813 9528939320 2024-10-22 2023 2024-10-15 13:58:12Z DIANE S CROSS 2400 WEST 64TH STREET RICHFIELD MN 55423 45184195 0 X WWW.FRASER.ORG X 1935 MN THE FRASER MISSION IS TO MAKE A MEANINGFUL AND LASTING DIFFERENCE IN THE LIVES OF CHILDREN, ADULTS, AND FAMILIES WITH SPECIAL NEEDS. THE COMPANY ACCOMPLISHES THIS BY PROVIDING EDUCATION, HEALTHCARE, AND HOUSING SERVICES. 18 17 2642 241 0 0 2633185 2050159 33779104 35719081 559686 989653 4246985 4519068 41218960 43277961 4659 1200 0 0 32588076 34102049 0 0 790331 6894394 7566727 39487129 41669976 1731831 1607985 52343930 49539638 18856852 13421024 33487078 36118614 X FRASER IS A MINNESOTA NONPROFIT WITH A NATIONALLY RENOWNED REPUTATION, SERVING CHILDREN AND ADULTS WITH SPECIAL NEEDS. THIS MULTI-FACETED HEALTHCARE, EDUCATION, AND HOUSING HUMAN SERVICE ORGANIZATION PROVIDES DIRECT SERVICES, INFORMATION, AND SUPPORT. FRASER SERVES CHILDREN WITH DEVELOPMENTAL DISABILITIES, CHILDREN WHO ARE AT RISK FOR ABUSE AND NEGLECT, CHILDREN WITH AUTISM AND SEVERE EMOTIONAL AND BEHAVIORAL DISORDERS, AND ADULTS WITH DEVELOPMENTAL DISABILITIES. FRASER IS MINNESOTA'S LONGEST RUNNING, LARGEST PROVIDER OF AUTISM SERVICES. FRASER SERVES OVER 60 DISABILITIES AND DISORDERS AND OVER 70% OF FRASER CLIENTS HAVE AUTISM. 0 0 13551252 16115024 FRASER COMMUNITY LIVING OPERATES 27 HOMES FOR ADULTS AND CHILDREN WITH DEVELOPMENTAL DISABILITIES, SERVING UP TO 107 CLIENTS. THESE SINGLE-FAMILY HOUSES ARE LOCATED IN VARIOUS SUBURBAN NEIGHBORHOODS. COMMUNITY LIVING ASSISTS PEOPLE WITH MAINTAINING HEALTH, FAMILY WELL-BEING, INCREASING INDEPENDENT LIVING SKILLS AND PARTICIPATING IN THE COMMUNITY THROUGH PERSONAL CARE ASSISTANCE, RESPITE CARE, PERSONAL SUPPORT AND IN-HOME FAMILY SUPPORT. FRASER SUPPORTED LIVING PROVIDES AN OPTION FOR INDIVIDUALS WHO WANT TO LIVE MORE INDEPENDENTLY IN THE COMMUNITY. SERVICES MAY BE DELIVERED TO AN INDIVIDUAL LEASING AN APARTMENT OR LIVING IN THEIR OWN HOME. 7290310 11091731 FRASER CASE MANAGEMENT IS DESIGNED TO HELP INDIVIDUALS AND FAMILIES ACCESS AND NAVIGATE THE COMPLEX SOCIAL AND MEDICAL SERVICES SYSTEM. CASE MANAGEMENT HELPS INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENT DISABILITIES AND THOSE WITH MENTAL HEALTH CONDITIONS GAIN ACCESS TO NEEDED RESOURCES. OUR CASE MANAGERS CONNECT PEOPLE TO MEDICAL, SOCIAL, EDUCATIONAL, VOCATIONAL, FINANCIAL AND OTHER NECESSARY SERVICES THAT SUPPORT THEIR MENTAL HEALTH. FRASER PROVIDES THE FOLLOWING TYPES OF CASE MANAGEMENT SERVICES TO PEOPLE OF ALL AGES IN DAKOTA, HENNEPIN AND RAMSEY COUNTIES: BRAIN INJURY (BI) WAIVER, COMMUNITY ACCESS FOR DISABILITY INCLUSION (CADI) WAIVER, DEVELOPMENTAL DISABILITY (DD) WAIVER, DD NON-WAIVER 6194169 1200 9495978 FRASER REHAB THERAPY (FORMERLY PEDIATRIC THERAPY) PROVIDES COMPREHENSIVE REHABILITATION SERVICES FOR CHILDREN WITH MOTOR AND SENSORY DYSFUNCTION, DECREASED FUNCTIONAL AND DEVELOPMENTAL SKILLS, FEEDING AND SWALLOWING DIFFICULTIES, AND SPEECH, LANGUAGE, AND HEARING DISORDERS. OUR REHABILITATION DEPARTMENT PROVIDES EVALUATION, CONSULTATION, AND TREATMENT SERVICES. SPEECH THERAPY, OCCUPATIONAL THERAPY AND PHYSICAL THERAPY SERVICES ARE PROVIDED WITH AN INTERDISCIPLINARY APPROACH AND EACH CHILDS GOALS AND ACTIVITIES ARE INDIVIDUALIZED, BASED ON STRENGTHS, CHALLENGES, AND MOTIVATIONS. 2171133 3794995 FRASER SCHOOL PROVIDES EARLY CHILDHOOD EDUCATION AND THERAPY FOR CHILDREN AGES SIX WEEKS TO SIX YEARS WITH SPECIAL NEEDS AND TYPICAL NEEDS IN AN INCLUSIVE SETTING. OUR UNIQUE SETTING ALLOWS CHILDREN OF ALL ABILITIES TO LEARN, PLAY, AND GROW SIDE BY SIDE, AND PROVIDES A CHALLENGING, ENLIGHTENING, AND MOTIVATING ENVIRONMENT FOR ALL. THIS PROGRAM ALSO FOCUSES ON CAREER PLANNING AND EMPLOYMENT. INDIVIDUALS OF ALL ABILITIES DESERVE ACCESS TO EDUCATION AND THE CHANCE TO PURSUE MEANINGFUL CAREERS. FRASER CAREER PLANNING AND EMPLOYMENT OFFERS A VARIETY OF SERVICES FOR TEENS AND ADULTS WHO HAVE AUTISM SPECTRUM DISORDER (ASD) OR OTHER SPECIAL NEEDS. OUR SERVICES ARE AVAILABLE FOR THOSE WHO ARE COLLEGE-BOUND OR ARE LOOKING TO EXPLORE DIFFERENT EMPLOYMENT OPTIONS. CAREER PLANNING AND EMPLOYEMENT ALSO FOCUSES ON ASSESSING INDIVIDUALS' STRENGTHS AND CHALLENGES. THROUGH OUR INTAKE ASSESSMENT, WE LOOK AT EACH INDIVIDUAL'S UNIQUE STRENGTHS, INTERESTS, LEARNING STYLES, AND CHALLENGES. WE THEN CREATE AN INDIVIDUAL PROFILE AND MAP OUT A SUPPORT PLAN TO HELP THE PERSON ACHIEVE SUCCESS. 2171133 3794995 29206864 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 1 100 0 1 2642 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X JAMES OLSON 6128611688 2400 WEST 64TH STREET RICHFIELD MN 55423 DIANE CROSS CEO/SECRETARY/VICE CHAIR 20.00 20.00 X X 187284 264953 22805 PETER ROBB VICE CHAIR/TREASURER 1.00 1.50 X X 0 0 0 DR CONNIE DELANEY BOARD MEMBER 0.30 0.30 X 0 0 0 DR ARMANTINA ESPINOSA BOARD MEMBER 0.50 1.00 X 0 0 0 KEITH KLEIN BOARD CHAIR 1.00 1.50 X X 0 0 0 PETER LOEWENSON MD BOARD MEMBER 0.30 0.30 X 0 0 0 VIVI-ANN FISCHER DC BOARD MEMBER 0.30 0.30 X 0 0 0 LISA NELSON BOARD MEMBER 0.30 0.30 X 0 0 0 DR ANDREW KIRAGU MD BOARD MEMBER 0.30 0.30 X 0 0 0 RICK FERRIS VICE CHAIR 1.00 1.50 X X 0 0 0 MEGAN HINS BOARD MEMBER 0.30 0.30 X 0 0 0 RANDY PATTEE VICE CHAIR 1.00 1.50 X X 0 0 0 TONY BRAUSEN BOARD MEMBER 0.80 0.80 X 0 0 0 JASON STOCK BOARD MEMBER 0.80 0.80 X 0 0 0 JACLYN LITZELMAN BOARD MEMBER 0.30 0.30 X 0 0 0 JAYE MCGRUDER BOARD MEMBER 0.30 0.30 X 0 0 0 DR KRISHNAN SUBRAHMANIAN BOARD MEMBER 0.30 0.30 X 0 0 0 GRETCHEN CUDAK BOARD MEMBER 0.30 0.30 X 0 0 0 JAMES OLSON EVP/CFO 20.00 20.00 X 107447 152006 7496 KIMBERLY KLEIN DIRECTOR OF NEUROPSYCHOLOGY 0.00 40.00 X 0 168970 9401 PATRICIA PULICE VP OF CLINICAL QUALITY 0.00 40.00 X 0 171519 4367 NANCY BALDRICA CHIEF MARKETING OFFICER 20.00 20.00 X 65450 92594 2840 MATTHEW CHIODO IT DIRECTOR 20.00 20.00 X 62525 88456 15828 ELIF MCCAIN VP CAO SPECIALTY HEALTH CA 1.00 40.00 X 0 160148 19297 422706 1098646 82034 37 0 1 0 ANDERSON CC INC 5280 W 74TH ST EDINA MN 55439 CONSTRUCTION/RENOVATION SERVICES 1824763 ATOMIC DATA LLC 250 MARQUETTE AVE SO SUITE 225 MINNEAPOLIS MN 55401 INFORMATION TECHNOLOGY SERVICES 620946 LE COURAGE STAFFING 6900 - 78TH AVE NO STE F BROOKLYN PARK MN 55455 SUBCONTRACTED LABOR 564169 THE ULTIMATE SOFTWARE GROUP INC 1485 NORTH PARK DRIVE WESTON FL 33326 PAYROLL PROCESSING SERVICES 546335 PROPIO LANGUAGE SERVICES 10801 MASTIN BLVD STE 850 OVERLAND PARK KS 66210 INTERPRETER SERVICES 545444 5 827097 1223062 72375 2050159 FRASER COMMUNITY LIVING 624100 15097124 15097124 FRASER CASE MANAGEMENT 624100 10690718 10690718 REHABILITATION SERVICES 624100 8005257 8005257 FRASER SCHOOL 624100 1925982 1925982 35719081 462814 462814 1383794 632000 1147407 341548 236387 290452 526839 526839 157700 827097 417279 -259579 -259579 ADMINISTRATIVE ALLOCATIONS 624100 4653950 4653950 MISCELLANEOUS INCOME 624100 124697 124697 4778647 43277961 40497728 0 730074 1200 1200 307280 307280 28887484 22096385 6228529 562570 431782 292403 127837 11542 2335189 1708360 569443 57386 2140314 1652567 446979 40768 1748 1748 137000 137000 30000 30000 1945690 573529 1327804 44357 293379 293229 150 1271205 272609 968535 30061 75616 75616 709769 571707 138062 226866 207334 17710 1822 125102 57607 64657 2838 26391 19392 6999 787188 443398 343790 LICENSES AND FEES 775962 65239 696341 14382 FOOD COSTS 435222 421726 6491 7005 EQUIPMENT RENTAL 253226 146263 106963 0 SUPPLIES 204443 174564 29879 0 267920 117937 132533 17450 41669976 29206864 11672781 790331 3027208 4567413 9937234 3271451 5000 4000 4254509 3950831 647362 697148 36247754 14902815 21643459 21344939 7975403 10378241 37298 31189 4816457 5294426 52343930 49539638 7222156 7021139 647246 567177 6504095 5603467 4483355 229241 18856852 13421024 X 32165890 34711779 1321188 1406835 33487078 36118614 52343930 49539638 X 1607985 1033657 -10106 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30000 30000 0 PART II-B, LINE 1: THE LOBBYING ACTIVITIES WERE LIMITED TO FEES PAID TO A REGISTERED LOBBYIST WHO MONITORED LEGISLATION AT THE MINNESOTA LEGISLATURE. THE LOBBYIST HAD SOME CONTACT WITH LEGISLATORS WORKING ON BILLS THAT WOULD IMPACT NEW SERVICES THAT COULD BE DELIVERED TO OUR CLIENTELE. THERE WERE NO OTHER LOBBYING ACTIVITIES. 939983 93681 21900 1011764 1094914 154931 939983 1004623 128941 38200 1094914 946951 95822 38150 1004623 863016 110335 26400 946951 0.00000 0.58468 0.41532 0 0 5941473 5941473 25421372 11434868 13986504 15549 15549 0 3509973 2779696 730277 1359387 672702 686685 21344939 OTHER 14651 RELATED ORGANIZATION ADVANCES 1442729 CUSTODIAL FUNDS 229242 ROU ASSET 3466407 CASH SURRENDER VALUE 89348 457(B) PLAN ASSETS 52049 5294426 CUSTODIAL FUNDS 229241 229241 X 44817691 1033657 88794 417279 1539730 43277961 0 43277961 42186155 88794 427385 516179 41669976 0 41669976 PART X, LINE 2: FRASER AND AFFILIATE ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. DUE TO ITS EXEMPT STATUS, THE ORGANIZATION DOES NOT HAVE ANY SIGNIFICANT TAX UNCERTAINTIES THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE. PART XI, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES 417,279. PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES 417,279. UNCOLLECTIBLE PLEDGES 10,106. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THROUGH PROGRAM PROPOSALS AND BROCHURES WHICH ARE DISSEMINATED THROUGH LOCAL, COUNTY, AND STATE AGENCIES. SCHEDULE E, PART I, LINE 6 REVENUES FOR THE SUPERVISED LIVING SERVICES PROVIDED TO CITIZENS WHO HAVE DEVELOPMENTAL DISABILITIES ARE PREDOMINANTLY AWARDED FROM THE STATE OF MINNESOTA. REVENUES FOR THE DAY SCHOOL SERVICES TO CITIZENS WHO HAVE DISABILITIES ARE FUNDED BY HENNEPIN COUNTY. THE FUNDING FOR THESE PROGRAMS ARE BASED ON ACTUAL SERVICES PROVIDED. FALL BENEFIT 640764 495664 145100 286121 FRASER WALK FOR AUTISM 150312 150312 83672 2 183720 171120 12600 47486 974796 817096 157700 417279 417279 -259579 X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 DIANE CROSS CEO/SECRETARY/VICE CHAIR 151625 214506 35659 50447 0 0 5510 7795 3935 5565 196729 278313 0 0 JAMES OLSON EVP/CFO 94112 133141 13335 18865 0 0 3104 4392 0 0 110551 156398 0 0 ELIF MCCAIN VP CAO SPECIALTY HEALTH CA 0 159148 0 1000 0 0 0 5193 0 14104 0 179445 0 0 KIMBERLY KLEIN DIRECTOR OF NEUROPSYCHOLOGY 0 157970 0 11000 0 0 0 4849 0 4552 0 178371 0 0 PATRICIA PULICE VP OF CLINICAL QUALITY 0 170519 0 1000 0 0 0 4279 0 88 0 175886 0 0 MATTHEW CHIODO IT DIRECTOR 61490 86991 1035 1465 0 0 1977 2797 4578 6476 69080 97729 0 0 NANCY BALDRICA CHIEF MARKETING OFFICER 65036 92008 414 586 0 0 1176 1664 0 0 66626 94258 0 0 PART I, LINE 1A THE AMOUNTS INCLUDED IN PART II, COLUMN B(II) ARE BONUS AND INCENTIVE PAYMENTS AS WELL AS A TAX GROSS-UP PAYMENTS. PART I, LINE 7 BONUS COMPENSATION AND INCENTIVE COMPENSATION REPORTED IN 2023 RELATE TO PERFORMANCE FOR 2022 AND WERE PAID CONTINGENT UPON ACHIEVING CERTAIN GOALS RELATED TO: FINANCIAL PERFORMANCE; CUSTOMER SATISFACTION; SCORE CARD GOALS; EMPLOYEE TURNOVER TARGETS AND EMPLOYEE SATISFACTION OF ITS AFFILIATES FRASER AND FRASER CHILD & FAMILY CENTER FOR THE PRECEDING FISCAL YEAR. A CITY OF NEW HOPE MINNESOTA 416008870 2011-08-26 1346000 PAYOFF EXISTING MORTGAGE DEBT, PROPERTY RENOVATION & PURCHASE OF EQUIPMENT 0 0 0 A 1346000 26920 861496 457584 2011 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 1 0 0 0 1 A 0 POPP COMMUNICATIONS THE COMPANY IS OWNED BY FORMER BOARD MEMBER TERI POPP 127418 TELECOMMUNICATIONS EXPENSE 0 BILL & TERI POPP TERI POPP IS A FORMER BOARD MEMEBER 15636 RENT EXPENSE 0 X 3 72375 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS REVIEWED AND APPROVED BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. IT IS ALSO REVIEWED AND APPROVED BY THE OPERATING BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS ALL MANAGEMENT EMPLOYEES AND ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO REVIEW, UPDATE, AND SIGN THE CONFLICT OF INTEREST POLICY. THE POLICY REQUIRES FULL DISCLOSURE OF ALL RELATIONSHIPS AND/OR ACTIVITIES THAT CREATE OR APPEAR TO CREATE A CONFLICT OF INTEREST. CONFLICTS THAT THE EXECUTIVE COMMITTEE BECOMES AWARE OF THROUGH THIS OR ANY OTHER MEANS ARE REVIEWED AND RESOLVED THROUGH EITHER RESIGNATION, RECUSEMENT FROM VOTING OR OTHER BOARD PARTICIPATION, OR OTHER MEANS AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IS DETERMINED BY AN INDEPENDENT COMMITTEE OF THE BOARD OF DIRECTORS, WHOSE MEMBERS ARE UNRELATED TO AND NOT SUBJECT TO THE CONTROL OF THE CEO. THE COMMITTEE SURVEYS COMPARABLE POSITIONS USING INFORMATION FROM SIMILAR ORGANIZATIONS FROM FORMAL SALARY SURVEYS, FORMS 990, AND THE MINNESOTA COUNCIL ON NONPROFITS. THE COMMITTEE ALSO USES THE RESULTS OF THE PERFOMANCE EVALUATION OF THE CEO PREPARED BY THE BOARD CHAIR. THE COMPENSATION RECOMMENDATION OF THE COMMITTEE IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE MADE AVAILABLE UPON RECEIPT OF A REASONABLE REQUEST, PRESENTED IN WRITING. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -10,106. FORM 990, PART XII, LINE 2C THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSEEING THE AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR. FRASER CHILD & FAMILY CENTER 2400 W 64TH STREET RICHFIELD MN 55423 411781580 SERVICING CHILDREN AND ADULTS WITH SPECIAL NEEDS MN 501C3 2 0 LW FRASER INDEPENDENT LIVING PROJECT INC 2400 W 64TH STREET RICHFIELD MN 55423 363364065 PROVIDE HOUSING TO ADULTS WITH DEVELOPMENTAL DISABILITIES MN 501C3 9 0 LW FRASER INDEPENDENT LIVING PROJECT II INC 2400 W 64TH STREET RICHFIELD MN 55423 411627417 PROVIDE HOUSING TO ADULTS WITH DEVELOPMENTAL DISABILITIES MN 501C3 9 0 FRASER INDEPENDENT LIVING PROJECT III INC 2400 W 64TH STREET RICHFIELD MN 55423 411844773 PROVIDE HOUSING TO ADULTS WITH DEVELOPMENTAL DISABILITIES MN 501C3 9 0 FRASER INDEPENDENT LIVING PROJECT IV 2400 W 64TH STREET RICHFIELD MN 55423 411943697 PROVIDE HOUSING TO ADULTS WITH DEVELOPMENTAL DISABILITIES MN 501C3 9 0 FRASER INDEPENDENT LIVING PROJECT V 2400 W 64TH STREET RICHFIELD ME 55423 264312303 PROVIDE HOUSING TO ADULTS WITH DEVELOPMENTAL DISABILITIES MN 501C3 9 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 FRASER CHILD & FAMILY CENTER D 1236637 ACTUAL PER FINANCIALS FRASER CHILD & FAMILY CENTER N 1933658 ACTUAL PER FINANCIALS LW FRASER INDEPENDENT LIVING PROJECT INC O 82010 ACTUAL PER FINANCIALS FRASER CHILD & FAMILY CENTER O 41971389 ACTUAL PER FINANCIALS LW FRASER INDEPENDENT LIVING PROJECT II INC O 75890 ACTUAL PER FINANCIALS FRASER CHILD & FAMILY CENTER Q 17884269 ACTUAL PER FINANCIALS