RISE INCORPORATED: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RISE INCORPORATED (EIN 41-0972476)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-27
- IRS object ID
- 202342709349300739
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-27T12:33:47-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410972476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RISE INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RISE | BusinessNameControlTxt |
| Phone | 7637868334 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8406 SUNSET ROAD NE | AddressLine1Txt |
| City | SPRING LAKE PARK | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN NOREN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7637868334 | PhoneNum |
| Signature | 2023-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYNN | PersonFirstNm |
| Person Last | NOREN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MACKENZIE MCNAUGHTON | PreparerPersonNm |
| PTIN | P02025805 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2023-09-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LYNN NOREN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8406 SUNSET ROAD NE | AddressLine1Txt |
| City | SPRING LAKE PARK | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,545,779 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RISE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | CREATIVE SOLUTIONS AND CUSTOMIZED SUPPORT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 1090 | TotalEmployeeCnt |
| Total Volunteers | 112 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,342,366 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,161,917 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,404,050 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,620,163 | CYProgramServiceRevenueAmt |
| PY Investment Income | $586,273 | PYInvestmentIncomeAmt |
| CY Investment Income | $239,683 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$78,261 | PYOtherRevenueAmt |
| CY Other Revenue | $147,552 | CYOtherRevenueAmt |
| PY Total Revenue | $33,254,428 | PYTotalRevenueAmt |
| CY Total Revenue | $28,169,315 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $191,038 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $262,768 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,280,252 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,538,481 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $336,956 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,450,372 | PYOtherExpensesAmt |
| CY Other Expenses | $6,053,960 | CYOtherExpensesAmt |
| PY Total Expenses | $24,921,662 | PYTotalExpensesAmt |
| CY Total Expenses | $28,855,209 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,332,766 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$685,894 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,609,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,600,094 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,704,340 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,913,859 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,905,558 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,686,235 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO LIVE A LIFE FILLED WITH PURPOSE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,982,935 | ExpenseAmt |
| Grant | $262,768 | GrantAmt |
| Revenue | $20,620,163 | RevenueAmt |
| Desc | WHEN RISE WAS FOUNDED, PEOPLE WITH DISABILITIES THROUGHOUT THE UNITED STATES HAD FEW CHOICES: STAY HOME ALL DAY, MOVE TO AN INSTITUTION, OR ATTEND ONE OF THE FEW WORKSHOPS PROVIDING PRODUCTION-LIKE JOBS. THE GOAL OF THE RISE FOUNDERS WAS TO GIVE PEOPLE WITH DISABILITIES A GREATER RANGE OF CHOICES THROUGH TAILORED VOCATIONAL REHABILITATION SERVICES IN ANOKA COUNTY, INCLUDING CENTER-BASED SERVICES AND LIFE ENRICHMENT PROGRAMMING. SINCE RISE'S FOUNDING IN 1971, OUR SERVICE AREA AND OUR POPULATIONS HAVE EXPANDED TO INCLUDE DIFFERENT GROUPS AND COMMUNITIES.IN 2022, RISE SUPPORTED 2611 PEOPLE THROUGH EMPLOYMENT SUPPORTS AND OTHER ACTIVITIES THAT ASSIST PEOPLE IN OVERCOMING OBSTACLES TO ACHIEVING THEIR GOALS. DESPITE ITS LONG HISTORY AS A DISABILITY SERVICE PROVIDER, RISE PROVIDES SUPPORTS FOR MANY DIFFERENT GROUPS: PEOPLE WITH SERIOUS MENTAL ILLNESS (35%); PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (51%); PEOPLE WITH HEARING DISABILITIES (7%); PEOPLE WITH BRAIN INJURIES (2%); PEOPLE WITH PHYSICAL DISABILITIES (5%) AND OTHER GROUPS.DEMOGRAPHICALLY, 27% OF PEOPLE THAT RISE SUPPORTS ARE PEOPLE OF COLOR. ABOUT 8% OF PEOPLE ARE YOUNG ADULTS (17-24 YEARS OLD); 36% ARE OLDER ADULTS (50+). GEOGRAPHICALLY, 75% PEOPLE LIVE IN THE SEVEN-COUNTY TWIN CITIES METRO, WITH THE HIGHEST CONCENTRATIONS IN HENNEPIN, ANOKA, AND WASHINGTON COUNTIES. 3% LIVE IN WESTERN WISCONSIN. 20% LIVE IN CENTRAL MINNESOTA (ST. CLOUD AND THE EAST CENTRAL REGION), AND 2% IN OTHER PARTS OF GREATER MINNESOTA. IN 2022, 329 PEOPLE ACROSS RISE PROGRAMS STARTED NEW COMPETITIVE JOBS IN THE COMMUNITY. RISE CANNOT DO ITS WORK WITHOUT ITS INCREDIBLE STAFF. 2022 WAS A YEAR OF REGROWTH, AND WE'RE NOW ONE HUNDRED STAFF MEMBERS CLOSER TO OUR PRE-PANDEMIC HEADCOUNT, WHICH MEANS MORE PEOPLE CAME OFF THE WAITLIST FOR SERVICES IN 2022. RISE HAS ACHIEVED THIS THROUGH A MULTI-DISCIPLINARY APPROACH TO RECRUITMENT, HIRING, AND RETENTION. RISE ALSO INCREASED WAGES FOR DIRECT SUPPORT PROFESSIONALS BY 25% IN 2022 TO MAKE SURE COMPENSATION MATCHED EXPERTISE AND THE COST OF LIVING. RISE'S STAFF NOW ALSO RECEIVE MORE TRAINING TO SUPPORT THEIR WORK. IN 2022, WE RAN A TRAUMA-INFORMED SUPPORTS (TIS) TRAINING PILOT, WHICH WE'RE EXPANDING TO ALL STAFF IN 2023. TIS JOINS PERSON-CENTERED THINKING AS A CORE TRAINING PROGRAM FOR RISE STAFF. IN 2021, RISE MADE THE DECISION TO END ITS SUBMINIMUM WAGE PROGRAM, WITH AN END DATE OF APRIL 1, 2024. IN ANTICIPATION, RISE STAFF HAVE BEEN HARD AT WORK SUPPORTING PERSONS SERVED IN PLANNING FOR THIS CHANGE. FIVE EMPLOYMENT EXPLORATION SPECIALISTS EXPERIENCED DISABILITY SUPPORT PROFESSIONALS - HAVE BEEN WORKING ONE-ON-ONE WITH PERSONS SERVED IN A SUPPORTED DECISION-MAKING PROCESS TO HELP THEM CHOOSE THEIR FUTURE SERVICES AT RISE: RETIRE INTO DAY SERVICES, WORK ON A SUPPORTED EMPLOYMENT TEAM (SET), GET A COMPETITIVE JOB, OR SOME COMBINATION OF THOSE ACTIVITIES.RISE IS NOT UNDERTAKING THIS WORK ALONE. IN 2022, RISE WELCOMED RESEARCHERS FROM SAINT CLOUD STATE UNIVERSITY INTO THIS PROGRAM TO EVALUATE ITS EFFICACY AND TO HELP OTHER PROVIDERS NAVIGATE THIS PROCESS IN THE FUTURE. WE'VE ALSO RECEIVED ONGOING TECHNICAL ASSISTANCE FROM DISABILITY EXPERTS FROM THE UNIVERSITY OF MINNESOTA AND FROM UNIVERSITY OF MASSACHUSETTS AT BOSTON.RISE HAS ALSO MADE MANY CAPITAL IMPROVEMENTS IN 2022. WE'VE COMPLETED RENOVATIONS AT SPRING LAKE PARK AND COON RAPIDS. WE BEGAN A RENOVATION OF OUR ANOKA SITE IN 2022, AS WELL. WE ALSO BEGAN PLANNING FOR 2023 RENOVATIONS OF OUR COTTAGE GROVE AND FOREST LAKE SITES. THE GOAL OF THESE RENOVATIONS IS TO INCREASE ACCESSIBILITY, INCREASE DIGNITY, AND TO ALIGN OUR PROGRAM SPACE WITH LIFE ENRICHMENT AND EMPLOYMENT EXPLORATION ACTIVITIES.FINALLY, RISE SUCCESSFULLY EXPANDED TWO CORE PROGRAMS IN 2022 PARTNERSHIP FOR A SUCCESSFUL RE-ENTRY AND THE MINNESOTA EMPLOYMENT CENTER. AFTER A MUCH-DELAYED IMPLEMENTATION DUE TO COVID RESTRICTIONS, RISE'S PARTNERSHIP FOR A SUCCESSFUL RE-ENTRY WHICH WORKS WITH PEOPLE WITH DISABILITIES RE-ENTERING THE COMMUNITY AFTER INCARCERATION IN CENTRAL MINNESOTA ADDED A NEW PARTNER, THE MINNESOTA DEPARTMENT OF CORRECTIONS. WORKING WITH THE DOC AND THE MEDICA FOUNDATION, RISE SUCCESSFULLY EXPANDED ITS RE-ENTRY PROGRAM TO INCLUDE PRE-RELEASE SERVICES. NOW, A RE-ENTRY NAVIGATOR WORKS WITH PEOPLE BEFORE THEY EXIT THEIR CORRECTIONAL FACILITIES TO PLAN FOR THEIR RELEASE. AS A RESULT, PERSONS SERVED CAN HIT THE GROUND RUNNING AND MOVE MORE QUICKLY TOWARD ACHIEVING THEIR GOALS.RISE'S MINNESOTA EMPLOYMENT CENTER (MEC) PROVIDES BILINGUAL AND BICULTURAL EMPLOYMENT SUPPORTS FOR THE DEAF COMMUNITY ACROSS MINNESOTA. IN 2022, RISE DECIDED TO EXPAND THE REACH OF MEC TO INCLUDE DEAF INDIVIDUALS WITH CO-OCCURRING INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. RISE HAD PREVIOUSLY ONLY SERVED THIS SECOND GROUP IN ITS METRO-BASED PROGRAMS, BUT HOUSING THESE SERVICES UNDER MEC GIVES NEW ACCESS TO CULTURALLY- AND LINGUISTICALLY-COMPETENT SERVICES TO DEAF RESIDENTS IN GREATER MINNESOTA FOR THE FIRST TIME. | Desc |
| Total Program Service Expenses | $24,982,935 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 86 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1090 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM HAGLUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7637832817 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8406 SUNSET ROAD NE | AddressLine1Txt |
| City | SPRING LAKE PARK | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55432 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| LYNN NOREN | |||||||
| PRESIDENT | 40.00 | Yes (X) | $262,611 | $0 | $67,156 | ||
| TIM DICKIE | |||||||
| CHIEF PROGRAM OFFICER | 40.00 | Yes (X) | $143,044 | $0 | $46,217 | ||
| TOM HAGLUND | |||||||
| CFO | 40.00 | Yes (X) | $140,629 | $0 | $46,889 | ||
| NOEL MCCORMICK | |||||||
| VP OF ADVANCEMENT | 40.00 | $120,214 | $0 | $24,652 | Yes (X) | ||
| JAMIE SMITH | |||||||
| DIRECTOR OF IT | 40.00 | $116,071 | $0 | $30,429 | Yes (X) | ||
| NANCY HOFF | |||||||
| SENIOR SALES REPRESENTATIVE | 40.00 | $105,855 | $0 | $24,841 | Yes (X) | ||
| KATHY KLANG | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KRISTIN HANGEBRAUCK | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANDREA MURPHY | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RACHAEL SMITH | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARK BERGMANN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ANNE HOLOCH | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LAURI HOPKINS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KRISHNAKUMAR SUBRAMONIA IYER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SUE LANGFELDT | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SHEILA MINSKE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAN NEWMAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CLIFF RHOTEN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KELLY STEFFENS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $888,424 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $240,184 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MIDWEST MAINTENANCE & MECHANICAL INC | |||||
| 750 PENNSYLVANIA AVE S | MINNEAPOLIS | MN | 55426 | RENOVATION SERVICES | $235,046 |
| NETSMART TECHNOLOGIES INC | |||||
| 4950 COLLEGE BLVD | OVERLAND PARK | KS | 66211 | HEALTHCARE IT SERVICES | $143,636 |
| HEALTH POINT CLEANING SOLUTIONS OF MN | |||||
| 5201 EDEN AVE 300 | EDINA | MN | 55436 | MEDICAL CLEANING SERVICES | $140,081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $113,320 | FundraisingAmt |
| Government Grants | $6,755,312 | GovernmentGrantsAmt |
| All Other Contributions | $293,285 | AllOtherContributionsAmt |
| Noncash Contributions | $20,825 | NoncashContributionsAmt |
| Total Contributions | $7,161,917 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM REVENUE | 624310 | $11,126,295 | $11,126,295 |
| TRANSPORTATION INCOME | 480000 | $5,095,832 | $5,095,832 |
| SALES TO PUBLIC | 624310 | $4,377,261 | $4,377,261 |
| CLIENT HOUSING | 624200 | $20,775 | $20,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,620,163 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $228,511 | TotalRevenueColumnAmt |
| Exclusion | $228,511 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $252,292 | SecuritiesAmt |
| Other | $29,600 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $270,720 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$18,428 | SecuritiesAmt |
| Other | $29,600 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,172 | TotalRevenueColumnAmt |
| Exclusion | $11,172 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,290 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $113,320 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $105,744 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$98,454 | TotalRevenueColumnAmt |
| Exclusion | -$98,454 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $246,006 | TotalRevenueColumnAmt |
| Exclusion | $246,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $246,006 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,169,315 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,620,163 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $387,235 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,768 | TotalAmt |
| Program Services | $262,768 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $681,226 | TotalAmt |
| Management And General | $650,730 | ManagementAndGeneralAmt |
| Fundraising | $30,496 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,100,768 | TotalAmt |
| Program Services | $16,328,651 | ProgramServicesAmt |
| Management And General | $1,558,313 | ManagementAndGeneralAmt |
| Fundraising | $213,804 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,992 | TotalAmt |
| Program Services | $239,992 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,864,991 | TotalAmt |
| Program Services | $1,651,818 | ProgramServicesAmt |
| Management And General | $188,738 | ManagementAndGeneralAmt |
| Fundraising | $24,435 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,651,504 | TotalAmt |
| Program Services | $1,446,726 | ProgramServicesAmt |
| Management And General | $184,729 | ManagementAndGeneralAmt |
| Fundraising | $20,049 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,322 | TotalAmt |
| Management And General | $16,322 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,454 | TotalAmt |
| Management And General | $56,454 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,500 | TotalAmt |
| Management And General | $8,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,734 | TotalAmt |
| Management And General | $48,734 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,007 | TotalAmt |
| Program Services | $191,967 | ProgramServicesAmt |
| Management And General | $220,915 | ManagementAndGeneralAmt |
| Fundraising | $1,125 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,299 | TotalAmt |
| Program Services | $15,668 | ProgramServicesAmt |
| Management And General | $138,844 | ManagementAndGeneralAmt |
| Fundraising | $1,787 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,436 | TotalAmt |
| Program Services | $382,949 | ProgramServicesAmt |
| Management And General | $139,825 | ManagementAndGeneralAmt |
| Fundraising | $32,662 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,222 | TotalAmt |
| Program Services | $221,156 | ProgramServicesAmt |
| Management And General | $48,367 | ManagementAndGeneralAmt |
| Fundraising | $699 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,679 | TotalAmt |
| Program Services | $1,047,653 | ProgramServicesAmt |
| Management And General | $55,691 | ManagementAndGeneralAmt |
| Fundraising | $335 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,086 | TotalAmt |
| Program Services | $647,402 | ProgramServicesAmt |
| Management And General | $5,699 | ManagementAndGeneralAmt |
| Fundraising | $985 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,273 | TotalAmt |
| Program Services | $100,806 | ProgramServicesAmt |
| Management And General | $45,332 | ManagementAndGeneralAmt |
| Fundraising | $1,135 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,691 | TotalAmt |
| Program Services | $42,691 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,542 | TotalAmt |
| Program Services | $884,012 | ProgramServicesAmt |
| Management And General | $70,498 | ManagementAndGeneralAmt |
| Fundraising | $1,032 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,877 | TotalAmt |
| Program Services | $96,885 | ProgramServicesAmt |
| Management And General | $10,548 | ManagementAndGeneralAmt |
| Fundraising | $1,444 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENTAL AND MA | $1,127,523 | $1,117,753 | $9,171 | $599 |
| PRODUCTION PARTS & MATE | $245,296 | $245,296 | ||
| DUES, MEMBERSHIP, & LIS | $87,778 | $38,960 | $42,513 | $6,305 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,241 | TotalAmt |
| Program Services | $19,782 | ProgramServicesAmt |
| Management And General | $35,395 | ManagementAndGeneralAmt |
| Fundraising | $64 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,855,209 | TotalAmt |
| Program Services | $24,982,935 | ProgramServicesAmt |
| Management And General | $3,535,318 | ManagementAndGeneralAmt |
| Fundraising | $336,956 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,546,546 | BOYAmt |
| EOY | $786,724 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,338,778 | BOYAmt |
| EOY | $1,279,204 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,824,224 | BOYAmt |
| EOY | $6,866,232 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,370 | BOYAmt |
| EOY | $532,705 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,020,117 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,717,040 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,391,260 | BOYAmt |
| EOY | $8,303,077 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,826,065 | BOYAmt |
| EOY | $12,415,261 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,029,655 | BOYAmt |
| EOY | $1,416,891 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,609,898 | BOYAmt |
| EOY | $31,600,094 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,637,913 | BOYAmt |
| EOY | $1,580,713 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,163 | BOYAmt |
| EOY | $121,869 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,207,716 | BOYAmt |
| EOY | $1,094,157 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,793,548 | BOYAmt |
| EOY | $1,117,120 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,704,340 | BOYAmt |
| EOY | $3,913,859 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,287,677 | BOYAmt |
| EOY | $27,110,739 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,881 | BOYAmt |
| EOY | $575,496 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,905,558 | BOYAmt |
| EOY | $27,686,235 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,609,898 | BOYAmt |
| EOY | $31,600,094 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$685,894 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,533,429 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,696,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,576,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,832,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,342,366 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,185,265 | CurrentTaxYearAmt |
| Total | $42,633,208 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,696,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,576,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,832,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,342,366 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,185,265 | CurrentTaxYearAmt |
| Total | $42,633,208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $42,633,208 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $232,591 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $231,655 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,686 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $196,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $228,511 | CurrentTaxYearAmt |
| Total | $1,065,739 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $130,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $235,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $161,751 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,068 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $246,006 | CurrentTaxYearAmt |
| Total | $820,674 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,519,621 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $97,846,251 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | SPECIAL EVENTS - FREIGHT INCOME - MISCELLANEOUS - 2018 AMOUNT: $ 130,451. 2019 AMOUNT: $ 235,398. 2020 AMOUNT: $ 161,751. 2021 AMOUNT: $ 47,068. 2022 AMOUNT: $ 246,006. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $8,500 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $8,500 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | RISE, INC. IS A MEMBER OF AN INDUSTRY ASSOCIATION CALLED MOHR THAT PARTICIPATES IN LOBBYING ACTIVITIES TO SUPPORT THE INDUSTRY AND LEGISLATIVE UPDATES. PAYMENTS COVER ANNUAL DUES AND CONFERENCES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $889,269 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$78,688 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $810,581 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $716,826 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $172,443 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $889,269 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $654,940 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $61,886 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $716,826 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $526,877 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $128,063 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $654,940 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $538,871 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$11,994 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $526,877 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.15640 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.46070 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,325,012 | OtherCostOrOtherBasisAmt |
| Book Value | $1,325,012 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,228,875 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,726,782 | DepreciationAmt |
| Book Value | $3,502,093 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,317,321 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,990,258 | DepreciationAmt |
| Book Value | $3,327,063 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $148,909 | OtherCostOrOtherBasisAmt |
| Book Value | $148,909 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,303,077 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $648,531 |
| LEASE LIABILITY | $468,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,117,120 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,587,152 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,533,429 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,533,429 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,120,581 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $48,734 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $48,734 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,169,315 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,806,475 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,806,475 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $48,734 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $48,734 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,855,209 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE ESTABLISHED TO SUPPORT GENERAL OPERATIONS AND ENSURE FINANCIAL SUSTAINABILITY. |
| PART X, LINE 2: | RISE, INC. HAS TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS NO CURRENT OBLIGATION FOR UNRELATED BUSINESS INCOME TAX. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2022 GALA | Event1Nm |
| Gross Receipts Event1 | $120,610 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $113,320 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,290 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $105,744 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $120,610 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $113,320 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,290 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $105,744 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $105,744 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$98,454 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| INDIRECT TRANSPORTATION AND EMPLOYMENT ASSISTANCE - WELFARE-TO-WORK. | 146 | $23,244 | $0 | N/A | N/A |
| INDIRECT HOUSING ASSISTANCE | 104 | $219,626 | $0 | N/A | N/A |
| INDIRECT GENERAL ASSISTANCE | 83 | $19,276 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RISE USES AN AUTOMATED ACCOUNTING SYSTEM WITH INTERNAL CONTROLS AND POLICIES AND PROCEDURES TO MONITOR THE USE OF GRANT FUNDS BY PROGRAM. RISE GRANT MANAGERS PROVIDE PROGRAM AND ADMINISTRATIVE OVERSIGHT AND ENSURE COMPLIANCE WITH APPLICABLE REGULATIONS. RISE PROVIDES TRANSPORTATION AND EMPLOYMENT ASSISTANCE INDIRECTLY TO INDIVIDUALS ELIGIBLE FOR THE WELFARE-TO-WORK PROGRAM SUCH AS BUS TOKENS, WORK CLOTHING, AND VEHICLE REPAIRS WITHIN PROGRAM GUIDELINES. RISE PROVIDES HOUSING ASSISTANCE INDIRECTLY TO QUALIFYING INDIVIDUALS SUCH AS RENTAL SUBSIDIES, SUBSIDIZED UTILITIES, AND EMERGENCY NECESSITIES WITHIN PROGRAM GUIDELINES. RISE PROVIDES GENERAL EMERGENCY ASSISTANCE AND EMPLOYMENT SUPPORT INDIRECTLY TO QUALIFIED INDIVIDUALS FOR ADVANCING LIVES, INCENTIVES, AND TOKEN AWARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYNN NOREN | ||||||||||||||
| PRESIDENT | $231,111 | $0 | $31,500 | $0 | $0 | $0 | $56,502 | $0 | $10,654 | $0 | $329,767 | $0 | $0 | $0 |
| TIM DICKIE | ||||||||||||||
| CHIEF PROGRAM OFFICER | $136,113 | $0 | $6,931 | $0 | $0 | $0 | $20,509 | $0 | $25,708 | $0 | $189,261 | $0 | $0 | $0 |
| TOM HAGLUND | ||||||||||||||
| CFO | $133,781 | $0 | $6,848 | $0 | $0 | $0 | $20,266 | $0 | $26,623 | $0 | $187,518 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | IN 2014, THE RISE, INC. BOARD APPROVED A DISCRETIONARY, NON-VESTED 457(F) DEFERRED COMPENSATION PLAN FOR CERTAIN KEY MANAGEMENT OFFICIALS TO INCENT TENURE AND LEADERSHIP CONTINUITY FOR THE GOOD OF THE ORGANIZATION. THE CONTRIBUTIONS ARE VESTED UNDER CERTAIN CONDITIONS THAT HAVE NOT YET BEEN MET. LYNN NOREN - 457(F) AMOUNT - 23,466 TIM DICKIE - 457(F) AMOUNT - 14,451 TOM HAGLUND - 457(F) AMOUNT - 14,280 NOEL MCCORMICK - 457(F) AMOUNT - 11,472 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CITY OF COTTAGE GROVE MN | |||||||
| A | 416008286 | 2005-05-19 | $853,000 | CONSTRUCT OFFICE BUILDING | 0 | 0 | 0 |
| WASHINGTON COUNTY MN | |||||||
| B | 416005919 | 2016-04-05 | $500,000 | ACQUIRE & IMPROVE OFFICE BUILDING | 0 | 0 | 0 |
| CITY OF NEW RICHMOND WI | |||||||
| C | 396005554 | 2016-08-04 | $850,000 | CONSTRUCT OFFICE BUILDING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $727,500 | $853,000 | $52,715 | $853,000 | 2005 | 0 | 0 | Yes (1) | Yes (1) |
| B | $132,051 | $500,000 | $30,900 | $500,000 | 2016 | 0 | 0 | Yes (1) | Yes (1) |
| C | $198,503 | $850,000 | $52,530 | $850,000 | 2016 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: CITY OF COTTAGE GROVE, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2020 ISSUER NAME: WASHINGTON COUNTY, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2020 ISSUER NAME: CITY OF NEW RICHMOND, WI DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2020 |
| SCHEDULE K, PART IV, ARBITRAGE, LINE 2C: | FOR ALL THREE BONDS LISTED ABOVE, NO REBATE WAS DUE AS OF 12/31/2022. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE FINANCE COMMITTEE HAS THE AUTHORITY TO REVIEW AND APPROVE THE FISCAL PROCEDURES, FUNDRAISING PLANS, ANNUAL BUDGETS, AND ANNUAL TAX RETURNS. THE FINANCE COMMITTEE CONSISTS OF THE TREASURER AS THE CHAIR AND THREE OTHER BOARD MEMBERS (MORE OR LESS MEMBERS AS MAY BE NEEDED). THE FINANCE COMMITTEE HAS NO OTHER AUTHORITY ON BEHALF OF THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY IS PROVIDED TO THE FINANCE COMMITTEE WHERE THE 990 WILL BE REVIEWED AND APPROVED PRIOR TO SUBMISSION. A COPY IS ALSO PROVIDED TO THE BOARD PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST FOR BOARD MEMBERS IS COMPLETED ANNUALLY AND DISCLOSURE IS PART OF THE MONITORING PROCESS. KEY EMPLOYEES AND OFFICERS UPDATE CODE OF CONDUCT ANNUALLY. IT IS THE RESPONSIBILITY OF THE INDIVIDUAL BOARD MEMBER WHO PERCEIVES ANY POTENTIAL CONFLICT OF INTEREST TO BRING SUCH CONFLICT TO THE ATTENTION OF THE BOARD OF DIRECTORS. THE BOARD WILL REVIEW THE MATTER AND DETERMINE WHETHER THE RELATIONSHIP IS AN ACCEPTABLE ONE. THE ACTION OF THE BOARD OF DIRECTORS SHOULD CLEARLY BE REFLECTED IN THE MINUTES OF THE COMMITTEE AND/OR THE BOARD MEETING IN WHICH THE SITUATION WAS REVIEWED. INDIVIDUAL BOARD MEMBERS WILL BE EXPECTED TO ABSTAIN FROM VOTES ON BOARD MATTERS IN WHICH BOARD ACTION WOULD HAVE FINANCIAL IMPACT ON THEM OR THE FIRM THEY REPRESENT. INDIVIDUAL BOARD MEMBERS WILL ALSO BE EXPECTED TO ADHERE TO THE ORGANIZATION'S CODE OF CONDUCT AND ANY PROFESSIONAL STANDARDS APPLICABLE TO THE ORGANIZATION WHICH THEY REPRESENT, WHEN THOSE RESTRICTIONS WOULD BE MORE STRINGENT THAN THE REQUIREMENTS OUTLINED HEREIN. KEY EMPLOYEES AND OFFICERS REVIEW THE ORGANIZATION'S CODE OF CONDUCT ANNUALLY. IF A PROPOSED TRANSACTION OR SITUATION RAISES ANY QUESTIONS OR DOUBTS WITH RESPECT TO A POTENTIAL CONFLICT OF INTEREST, EMPLOYEES ARE REQUIRED TO DISCUSS THE FACTS WITH THEIR MANAGER OR SOMEONE IN THE HUMAN RESOURCES DEPARTMENT BEFORE ENTERING INTO THE RELATIONSHIP OR SITUATION IN QUESTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION FOR THE PRESIDENT IS REVIEWED BY SELECT BOARD MEMBERS ASSIGNED TO THE TASK TO GATHER COMPARABLE DATA FROM FORM 990 AND SALARY SURVEY INFORMATION FOR OUR GEOGRAPHIC LOCATION AND COMPLEXITY OF OPERATIONS. THEN, THE BOARD WILL DOCUMENT THE PROCESS CONTEMPORANEOUSLY, INCLUDING THE TERMS OF THE TRANSACTION, DATE OF APPROVAL, VOTING MEMBERS PRESENT, AND ANY CONFLICT OF INTEREST. THE DOCUMENTATION WILL INCLUDE THE BASIS FOR DETERMINING THE COMPENSATION, INCLUDING THE COMPARABILITY DATA OBTAINED AND RELIED UPON. THE PRESIDENT CONDUCTS ANNUAL PERFORMANCE EVALUATIONS FOR OTHER OFFICERS AND EMPLOYEES. THE PRESIDENT INCORPORATES FORM 990 DATA AND SALARY SURVEY INFORMATION FOR OUR GEOGRAPHIC LOCATION AND COMPLEXITY OF OPERATIONS AND DOCUMENTS ADJUSTMENTS IN HUMAN RESOURCES FILES. THESE PROCESSES WERE LAST PERFORMED IN 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |