RISE INCORPORATED: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RISE INCORPORATED (EIN 41-0972476)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202533039349302633
- Schema version
- 2024v5.2
- 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 | 2025-10-30T17:16:40-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 6499 UNIVERSITY AVE NE 200 | AddressLine1Txt |
| City | FRIDLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM DICKIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7637868334 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL FLANDERS | PreparerPersonNm |
| PTIN | P01591790 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2025-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIM DICKIE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6499 UNIVERSITY AVE NE 200 | AddressLine1Txt |
| City | FRIDLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,640,783 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (1) | AllAffiliatesIncludedInd |
| 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 | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 1533 | TotalEmployeeCnt |
| Total Volunteers | 130 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,189,414 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,226,410 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,267,303 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,296,288 | CYProgramServiceRevenueAmt |
| PY Investment Income | $692,443 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,227,104 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,697 | PYOtherRevenueAmt |
| CY Other Revenue | $76,844 | CYOtherRevenueAmt |
| PY Total Revenue | $31,160,857 | PYTotalRevenueAmt |
| CY Total Revenue | $33,826,646 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $314,537 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $558,103 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,396,751 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,459,796 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $365,556 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,009,995 | PYOtherExpensesAmt |
| CY Other Expenses | $7,241,416 | CYOtherExpensesAmt |
| PY Total Expenses | $32,721,283 | PYTotalExpensesAmt |
| CY Total Expenses | $33,259,315 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,560,426 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $567,331 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,245,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,626,918 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,872,316 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,099,315 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,373,142 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,527,603 | 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 | $27,905,250 | ExpenseAmt |
| Grant | $558,103 | GrantAmt |
| Revenue | $24,296,288 | RevenueAmt |
| Desc | IN 2024, RISE SERVED 2,541 PEOPLE ACROSS ALL PROGRAMS. WE SUPPORTED 1,784 INDIVIDUALS WITH EMPLOYMENT SERVICES (70%), 731 WITH LIFE ENRICHMENT AND DAY SUPPORTS (29%), AND 250 WITH HOUSING AND OTHER INDEPENDENT LIVING SUPPORTS (10%). ABOUT 10% OF THE PEOPLE WE SUPPORT PARTICIPATE IN PROGRAMMING ACROSS MULTIPLE SERVICE DOMAINS.RISE SUPPORTS PEOPLE WITH DISABILITIES, BROADLY DEFINED. APPROXIMATELY 70% OF THOSE WE SERVE HAVE AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY OR A BRAIN INJURY AS THEIR PRIMARY DISABILITY. TWENTY-FIVE PERCENT HAVE A PSYCHIATRIC DISABILITY, AND 5% ARE DEAF, DEAFBLIND, OR HARD-OF-HEARING. RISE ALSO SUPPORTS DISABLED POPULATIONS FACING COMPLEX BARRIERS TO STABILITY, INCLUDING INDIVIDUALS RE-ENTERING THE COMMUNITY AFTER INCARCERATION OR INSTITUTIONALIZATION, THOSE WITH CO-OCCURRING SUBSTANCE USE CHALLENGES, AND PEOPLE WITH CRIMINAL JUSTICE HISTORIES.EMPLOYMENT SERVICES:IN 2024, MORE THAN 1,400 PEOPLE PARTICIPATED IN EMPLOYMENT SERVICES ACROSS EIGHT DIFFERENT PROGRAMS. ABOUT 45% OF PARTICIPANTS CAME TO RISE THROUGH A MEDICAID WAIVER, WHILE 55% WERE REFERRED THROUGH OTHER FUNDING MECHANISMS. OF THESE 1,400 INDIVIDUALS, 40% WERE EMPLOYED IN A COMPETITIVE, INTEGRATED JOB DURING THE YEAR. SIXTEEN PERCENT STARTED A NEW JOB (N=217), AND 18% REACHED THE 90-DAY RETENTION MILESTONE (N=258). THE AVERAGE HOURLY WAGE FOR THOSE EMPLOYED WAS $16.83, WITH AN AVERAGE OF 23.8 HOURS WORKED PER WEEK. ADDITIONALLY, 28% OF PARTICIPANTS WORKED ON SUPPORTED EMPLOYMENT TEAMS (SET), EARNING AN AVERAGE HOURLY WAGE OF $10.99 (100% AT OR ABOVE MINIMUM WAGE) AND AVERAGING 28 HOURS PER WEEK.LIFE ENRICHMENT:IN 2024, 731 INDIVIDUALS PARTICIPATED IN LIFE ENRICHMENT ACTIVITIES AT A RISE PROGRAM, WITH 18% ENGAGING IN REMOTE SERVICES.HOUSING AND INDEPENDENT LIVING SUPPORTS:RISE SUPPORTED 150 PEOPLE EXPERIENCING HOMELESSNESS OR AT IMMINENT RISK OF HOMELESSNESS IN SECURING PERMANENT HOUSING OF THEIR CHOICE IN CENTRAL MINNESOTA. ANOTHER 100 INDIVIDUALS RECEIVED MENTAL HEALTH SUPPORT THROUGH ADULT REHABILITATIVE MENTAL HEALTH SERVICES (ARMHS) IN CENTRAL MINNESOTA AND ANOKA COUNTY.SERVICE AREA:RISE'S SERVICE AREA INCLUDES THE ENTIRE STATE OF MINNESOTA AND SELECT COUNTIES IN WESTERN WISCONSIN. SERVICES ARE CONCENTRATED IN THE TWIN CITIES METRO (73% OF PERSONS SERVED) AND CENTRAL MINNESOTA (18%), WITH THE REMAINDER SPREAD ACROSS OTHER MINNESOTA COUNTIES AND AREAS SURROUNDING NEW RICHMOND, WISCONSIN. WITHIN THE TWIN CITIES METRO, SERVICES ARE PRIMARILY LOCATED IN THE NORTHERN AND EASTERN QUADRANTS, WITH 26% OF PERSONS SERVED RESIDING IN HENNEPIN COUNTY, 25% IN ANOKA COUNTY, 13% IN WASHINGTON COUNTY, AND 9% IN RAMSEY COUNTY.DEMOGRAPHICS:RISE'S PARTICIPANTS REFLECT THE DIVERSITY OF THE COMMUNITIES THEY LIVE IN. TWENTY-FIVE PERCENT ARE UNDER 30 YEARS OLD, WHILE 31% ARE OVER 50, CONSIDERED OLDER ADULTS WITHIN THIS POPULATION. SEVENTY-FOUR PERCENT OF THOSE SERVED ARE WHITE, AND 36% ARE PEOPLE OF COLOR. THE LARGEST NONWHITE GROUP IS BLACK OR AFRICAN AMERICAN, COMPRISING 13% OF ALL PERSONS SERVED.ORGANIZATIONAL CHANGES IN 2024:2024 BROUGHT SEVERAL SIGNIFICANT AND ANTICIPATED CHANGES TO RISE. AFTER A MULTIYEAR PROCESS, RISE ENDED ITS SPECIAL MINIMUM WAGE PROGRAM EARLY IN THE YEAR. AS PART OF THIS TRANSITION, RISE LISTED FOR SALE ITS ORIGINAL BUILDING IN SPRING LAKE PARK AND RELOCATED ITS ADMINISTRATIVE STAFF TO A NEW OFFICE SUITE IN NEARBY FRIDLEY. THE FRIDLEY OFFICE WASN'T THE ONLY NEW LOCATIONRISE ALSO EXPANDED ITS AWARD-WINNING COMMUNITY-INTEGRATED DAY PROGRAM BY OPENING A NEW SITE AT THE LENOX COMMUNITY CENTER IN ST. LOUIS PARK.RISE'S LONGTIME CEO, LYNN NOREN, RETIRED AFTER MORE THAN 10 YEARS IN THE ROLE AND OVER 45 YEARS WITH THE ORGANIZATION. FOLLOWING A NATIONAL SEARCH, THE BOARD APPOINTED FORMER CHIEF PROGRAM OFFICER TIM DICKIE AS RISE'S NEW CEO. DICKIE RESTRUCTURED HIS PREVIOUS ROLE INTO TWO POSITIONS, PROMOTING JODI BLUME TO VICE PRESIDENT OF LIFE ENRICHMENT AND HIRING KASSIA JANEZICH AS VICE PRESIDENT OF VOCATIONAL AND HOUSING SERVICES.INNOVATION AND PILOTS:RISE CONTINUES TO LEAD IN HUMAN SERVICES INNOVATION. IN 2024, THE ORGANIZATION LAUNCHED A RETIREMENT PILOT TO HELP LONGTIME WORKERS WITH DISABILITIES PLAN FOR AND ENJOY COMMUNITY-INTEGRATED RETIREMENT WITHIN COHORTS IN RISE'S LIFE ENRICHMENT PROGRAMS. IN 2023, RISE BEGAN A TWO-YEAR PILOT PARTNERSHIPRISE WITH THE YWITH THE COON RAPIDS YMCA, BRINGING TOGETHER SENIORS AND DISABLED ADULTS IN COMMUNITY-INTEGRATED DAY PROGRAMS. THIS INITIATIVE EARNED THE 2024 MOHR CHOICE AWARD. | Desc |
| Total Program Service Expenses | $27,905,250 | 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 | Yes (1) | 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 | 109 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1533 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 | 7637868334 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6499 UNIVERSITY AVENUE NE SUITE 200 | AddressLine1Txt |
| City | FRIDLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55432 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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) | $878,117 | $0 | $27,067 | ||
| TIM DICKIE | |||||||
| CHIEF PROGRAM OFFICER | 40.00 | Yes (X) | $176,412 | $0 | $50,575 | ||
| TOM HAGLUND | |||||||
| CFO | 40.00 | Yes (X) | $175,514 | $0 | $49,849 | ||
| NOEL MCCORMICK | |||||||
| VP OF ADVANCEMENT | 40.00 | $143,318 | $0 | $25,294 | Yes (X) | ||
| DENISE THUL | |||||||
| VP OF HR | 40.00 | $147,259 | $0 | $30,722 | Yes (X) | ||
| JAMIE SMITH | |||||||
| DIRECTOR OF IT | 40.00 | $127,293 | $0 | $30,211 | Yes (X) | ||
| NANCY HOFF | |||||||
| SENIOR SALES REP | 40.00 | $103,128 | $0 | $32,801 | Yes (X) | ||
| KRISTIN HANGEBRAUCK | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CLIFF RHOTEN | |||||||
| 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) | |
| 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) | ||
| KATHY KLANG | |||||||
| 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) | ||
| KELLY STEFFENS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JIM MILEY | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SCOTT PRICE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,751,041 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $246,519 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | 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 |
|---|---|---|---|---|---|
| LECOURAGE STAFFING | |||||
| 6834 HUMBOLDT AVENUE NORTH | BROOKLYN PARK | MN | 55430 | TEMP LABOR | $176,650 |
| HEALTHPOINT CLEANING | |||||
| 5201 EDEN AVENUE 300 | EDINA | MN | 55436 | CLEANING | $147,410 |
| NETSMART TECHNOLOGIES | |||||
| 4950 COLLEGE BOULEVARD | OVERLAND PARK | KS | 66211 | SOFTWARE | $123,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $128,144 | FundraisingAmt |
| Government Grants | $7,625,520 | GovernmentGrantsAmt |
| All Other Contributions | $472,746 | AllOtherContributionsAmt |
| Noncash Contributions | $15,433 | NoncashContributionsAmt |
| Total Contributions | $8,226,410 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM REVENUE | 624310 | $14,975,808 | $14,975,808 |
| TRANSPORTATION INCOME | 480000 | $5,850,191 | $5,850,191 |
| SALES TO PUBLIC | 624310 | $3,456,522 | $3,456,522 |
| CLIENT HOUSING | 624200 | $13,767 | $13,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,296,288 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $500,888 | TotalRevenueColumnAmt |
| Exclusion | $500,888 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,213,020 | SecuritiesAmt |
| Other | $257,951 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,744,755 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $468,265 | SecuritiesAmt |
| Other | $257,951 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $726,216 | TotalRevenueColumnAmt |
| Exclusion | $726,216 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $22,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $128,144 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $69,382 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$47,382 | TotalRevenueColumnAmt |
| Exclusion | -$47,382 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $124,226 | TotalRevenueColumnAmt |
| Exclusion | $124,226 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $124,226 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,826,646 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,296,288 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,303,948 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,103 | TotalAmt |
| Program Services | $558,103 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,357,534 | TotalAmt |
| Management And General | $1,267,015 | ManagementAndGeneralAmt |
| Fundraising | $90,519 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,517,197 | TotalAmt |
| Program Services | $17,779,390 | ProgramServicesAmt |
| Management And General | $1,548,681 | ManagementAndGeneralAmt |
| Fundraising | $189,126 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,725 | TotalAmt |
| Program Services | $262,725 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,460,519 | TotalAmt |
| Program Services | $2,186,629 | ProgramServicesAmt |
| Management And General | $249,304 | ManagementAndGeneralAmt |
| Fundraising | $24,586 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,861,821 | TotalAmt |
| Program Services | $1,599,652 | ProgramServicesAmt |
| Management And General | $239,354 | ManagementAndGeneralAmt |
| Fundraising | $22,815 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,978 | TotalAmt |
| Management And General | $34,978 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,267 | TotalAmt |
| Management And General | $75,267 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,521 | TotalAmt |
| Management And General | $17,521 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,765 | TotalAmt |
| Management And General | $60,765 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $719,696 | TotalAmt |
| Program Services | $388,150 | ProgramServicesAmt |
| Management And General | $329,225 | ManagementAndGeneralAmt |
| Fundraising | $2,321 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,612 | TotalAmt |
| Program Services | $3,224 | ProgramServicesAmt |
| Management And General | $86,388 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,716 | TotalAmt |
| Program Services | $402,480 | ProgramServicesAmt |
| Management And General | $176,492 | ManagementAndGeneralAmt |
| Fundraising | $18,744 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,836 | TotalAmt |
| Program Services | $208,015 | ProgramServicesAmt |
| Management And General | $112,886 | ManagementAndGeneralAmt |
| Fundraising | $1,935 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,247,033 | TotalAmt |
| Program Services | $981,358 | ProgramServicesAmt |
| Management And General | $265,549 | ManagementAndGeneralAmt |
| Fundraising | $126 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $873,005 | TotalAmt |
| Program Services | $861,809 | ProgramServicesAmt |
| Management And General | $9,420 | ManagementAndGeneralAmt |
| Fundraising | $1,776 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,357 | TotalAmt |
| Program Services | $113,321 | ProgramServicesAmt |
| Management And General | $44,002 | ManagementAndGeneralAmt |
| Fundraising | $2,034 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,440 | TotalAmt |
| Program Services | $19,292 | ProgramServicesAmt |
| Management And General | $7,148 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,211,446 | TotalAmt |
| Program Services | $1,091,788 | ProgramServicesAmt |
| Management And General | $118,294 | ManagementAndGeneralAmt |
| Fundraising | $1,364 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,660 | TotalAmt |
| Program Services | $96,075 | ProgramServicesAmt |
| Management And General | $17,115 | ManagementAndGeneralAmt |
| Fundraising | $1,470 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENT & MAINTE | $1,150,115 | $1,140,643 | $9,277 | $195 |
| OTHER EXPENSES | $281,347 | $59,378 | $221,969 | |
| DUES, MEMBERSHIP, & LIS | $183,086 | $76,682 | $97,859 | $8,545 |
| PRODUCTION PARTS & MATE | $76,536 | $76,536 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,259,315 | TotalAmt |
| Program Services | $27,905,250 | ProgramServicesAmt |
| Management And General | $4,988,509 | ManagementAndGeneralAmt |
| Fundraising | $365,556 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,137 | BOYAmt |
| EOY | $680,188 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,737 | BOYAmt |
| EOY | $508,216 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,797,416 | BOYAmt |
| EOY | $4,342,996 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,073,290 | BOYAmt |
| EOY | $1,200,780 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,327 | BOYAmt |
| EOY | $488,999 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,295,028 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,600,936 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,069,734 | BOYAmt |
| EOY | $8,694,092 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,674,782 | BOYAmt |
| EOY | $14,190,647 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,990,035 | BOYAmt |
| EOY | $2,521,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,245,458 | BOYAmt |
| EOY | $32,626,918 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,946,743 | BOYAmt |
| EOY | $1,737,200 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,456 | BOYAmt |
| EOY | $206,971 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $978,299 | BOYAmt |
| EOY | $301,116 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,786,818 | BOYAmt |
| EOY | $1,854,028 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,872,316 | BOYAmt |
| EOY | $4,099,315 | 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 | $26,773,056 | BOYAmt |
| EOY | $27,838,627 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,086 | BOYAmt |
| EOY | $688,976 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,373,142 | BOYAmt |
| EOY | $28,527,603 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,245,458 | BOYAmt |
| EOY | $32,626,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $567,331 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $587,130 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $8,832,808 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,342,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,185,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,978,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,149,841 | CurrentTaxYearAmt |
| Total | $50,488,385 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,832,808 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,342,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,185,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,978,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,149,841 | CurrentTaxYearAmt |
| Total | $50,488,385 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $50,488,385 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $176,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,296 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $228,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $477,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $500,888 | CurrentTaxYearAmt |
| Total | $1,579,899 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $161,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,068 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $246,006 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,226 | CurrentTaxYearAmt |
| Total | $673,150 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $52,741,434 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $94,108,739 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95540 | 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 - 2020 AMOUNT: $ 161,751. 2021 AMOUNT: $ 47,068. 2022 AMOUNT: $ 246,006. 2023 AMOUNT: $ 94,099. 2024 AMOUNT: $ 124,226. | 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 | $17,521 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $17,521 | 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 CONTRIBUTED $8,521 TO LEGISLATIVE ADVOCACY EFFORTS BY IPS PROVIDERS, COORDINATED BY FREDERICKSON GOVERNMENT RELATIONS, TO ATTEMPT TO INFLUENCE MN GOVERNMENT LEGISLATIVE ACTION. THE COLLECTIVE TOTAL OF THE 2024 EFFORT WAS $42,000, OF WHICH RISE PAID A PROPORTIONAL AMOUNT ALONG WITH OTHER IPS PROVIDERS, AND FOR WHICH RISE FILED A LOBBYIST PRINCIPAL REPORT RISE ALSO CONTRIBUTED $9,000 TO THE TRADE ASSOCIATION MOHR (MINNESOTA ORGANIZATION FOR HABILITATION AND REHABILITATION) WHOSE PURPOSE IS TO: "MOHR PROVIDES LEADERSHIP, INSPIRES EXCELLENCE, ENGAGES IN ADVOCACY, AND FACILITATES THE SUCCESS OF MEMBERS THROUGH COLLABORATION, RESEARCH, NETWORKING, AWARENESS BUILDING, ACCESS TO RESOURCES, AND ACTIVE PARTICIPATION IN LEGISLATIVE AND POLICY-MAKING FORUMS." | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $885,536 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $116,345 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,001,881 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $810,581 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $74,955 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $885,536 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $957,006 | OtherCostOrOtherBasisAmt |
| Book Value | $957,006 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,816,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,228,743 | DepreciationAmt |
| Book Value | $1,587,768 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,521,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,372,193 | DepreciationAmt |
| Book Value | $6,149,318 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,694,092 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $77,434 |
| WORKERS COMPENSATION DEPOSIT | $75,000 |
| ENDOWMENT INVESTMENTS | $1,001,881 |
| ROU ASSET | $1,366,685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,521,000 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $468,699 |
| LEASE LIABILITY | $1,385,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,854,028 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,353,011 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $587,130 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $587,130 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,765,881 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $60,765 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $60,765 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,826,646 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,198,550 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $33,198,550 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $60,765 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $60,765 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,259,315 | 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 | GALA | Event1Nm |
| Gross Receipts Event1 | $150,144 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $128,144 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $22,000 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $69,382 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $150,144 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $128,144 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $22,000 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $69,382 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $69,382 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$47,382 | 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 |
|---|---|---|
| INDIRECT TRANSPORTATION AND EMPLOYMENT ASSISTANCE | 109 | $8,293 |
| INDIRECT HOUSING ASSISTANCE | 180 | $517,762 |
| INDIRECT GENERAL ASSISTANCE | 111 | $32,048 |
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 TO ELIGIBLE INDIVIDUALS 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) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 | $286,695 | $0 | $103,090 | $0 | $488,332 | $0 | $13,800 | $0 | $13,267 | $0 | $905,184 | $0 | $296,287 | $0 |
| TIM DICKIE | ||||||||||||||
| CHIEF PROGRAM OFFICER | $165,141 | $0 | $11,271 | $0 | $0 | $0 | $24,682 | $0 | $25,893 | $0 | $226,987 | $0 | $0 | $0 |
| TOM HAGLUND | ||||||||||||||
| CFO | $164,330 | $0 | $11,184 | $0 | $0 | $0 | $24,709 | $0 | $25,140 | $0 | $225,363 | $0 | $0 | $0 |
| NOEL MCCORMICK | ||||||||||||||
| VP OF ADVANCEMENT | $134,309 | $0 | $9,009 | $0 | $0 | $0 | $19,107 | $0 | $6,187 | $0 | $168,612 | $0 | $0 | $0 |
| DENISE THUL | ||||||||||||||
| VP OF HR | $138,129 | $0 | $9,130 | $0 | $0 | $0 | $19,800 | $0 | $10,922 | $0 | $177,981 | $0 | $0 | $0 |
| JAMIE SMITH | ||||||||||||||
| DIRECTOR OF IT | $122,416 | $0 | $4,877 | $0 | $0 | $0 | $4,110 | $0 | $26,101 | $0 | $157,504 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PER BOARD APPROVAL, THE NOREN 457F DISTRIBUTION INCLUDED A GROSS-UP TO COVER THE EMPLOYEE PORTION OF FICA OF $20,129. |
| PART 1, LINE 4B | NAME: LYNN NOREN, DESCRIPTION: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN CURRENT YEAR AMOUNT: $488,332. PLAN DESCRIPTION: 457F - RETIREMENT AGE DISTRIBUTION - ACCOUNT LIQUIDATION, PLAN TERMINATED CEO RETIREMENT - THE NOREN RETIREMENT AND OTHER DEFERRED COMPENSATION AMOUNT SHOWN IN COLUMN (B) (III) OF SCHEDULE J, PART II REFLECTS THE CULMINATION OF 30 YEARS OF DEFERRED COMPENSATION UPON THE RETIREMENT OF THE CEO AFTER 45 YEARS OF EMPLOYMENT. $296,287 OF THIS AMOUNT WAS PREVIOUSLY REPORTED IN PRIOR YEAR 990'S AND REPRESENTS THE ORGANIZATIONS ACTUAL CONTRIBUTIONS TO THE DEFERRED COMPENSATION ACCOUNT OVER A 30 YEAR PERIOD. $192,045 OF THIS AMOUNT REPRESENTS INVESTMENT EARNINGS ON THOSE CONTRIBUTIONS OVER THE 30 YEAR PERIOD. NAME: TIM DICKIE, DESCRIPTION: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, CURRENT YEAR AMOUNT: $17,464. PLAN DESCRIPTION: 2024 457F CONTRIBUTION - BOARD APPROVED 10%, NON-VESTED NAME: TOM HAGLUND, DESCRIPTION: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, CURRENT YEAR AMOUNT: $17,330. PLAN DESCRIPTION: 2024 457F CONTRIBUTION - BOARD APPROVED 10%, NON-VESTED NAME: DENISE THUL, DESCRIPTION: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, CURRENT YEAR AMOUNT: $14,029. PLAN DESCRIPTION: 2024 457F CONTRIBUTION - BOARD APPROVED 10%, NON-VESTED NAME: NOEL MCCORMICK, DESCRIPTION: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, CURRENT YEAR AMOUNT: $13,959. PLAN DESCRIPTION: 2024 457F CONTRIBUTION - BOARD APPROVED 10%, NON-VESTED |
| PART I, LINE 7 | CORPORATE OFFICERS RECEIVED DISCRETIONARY YEAR-END BONUSES (AS A PERCENTAGE OF YTD WAGES) THAT WAS MERIT-BASED AND SOMEWHAT RELATED TO YEAR-END MARGINS, BUT NOT CONTINGENT ON A SPECIFIC ORGANIZATIONAL FINANCIAL TARGET. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF COTTAGE GROVE MN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 416008286 | BondIssuerEIN |
| Bond Issued | 2005-05-19 | BondIssuedDt |
| Issue Price | $853,000 | IssuePriceAmt |
| Purpose | CONSTRUCT OFFICE BUILDING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $849,472 | RetiredAmt |
| Total Proceeds | $853,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $52,715 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $853,000 | CapitalExpendituresAmt |
| Substantial Completion | 2005 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
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 |
| SCHEDULE K, PART IV, ARBITRAGE, LINE 2C: |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 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 | DRAFT COPIES WILL BE PRESENTED TO GOVERNANCE AT BOTH A FINANCE COMMITTEE MEETING AND A BOARD MEETING FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| 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 15 | 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 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. |