2026-05-06T09:20:42-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2025-01-01 410873142 CENTRAL MINNESOTA MENTAL HEALTH CENTER CENT 3202300611 411 3RD STREET NORTH WAITE PARK MN 56387 JESSICA BRANDON CHIEF EXECUTIVE OFFICER 3202300611 2026-05-01 1 BRIAN ARONSON P01425251 3192346885 2026-05-01 2025 2025-03-06 01:10:19Z JESSICA BRANDON 411 3RD STREET NORTH WAITE PARK MN 56387 22054294 0 X WWW.CMMHC.ORG X 1963 MN MAKE MENTAL HEALTH HEALTHIER THROUGH TREATMENT, TRAINING, EDUCATION, AND INFORMATION. 9 9 348 10 0 0 1496023 1740487 20358329 19557695 1269763 550808 230165 198536 23354280 22047526 0 0 0 0 19042093 17397764 0 0 0 5611782 5171020 24653875 22568784 -1299595 -521258 14380985 13209472 3413656 2737803 10967329 10471669 MAKE MENTAL HEALTH HEALTHIER THROUGH TREATMENT, TRAINING, EDUCATION, AND INFORMATION. 0 0 7651899 7565919 OUTPATIENT MENTAL HEALTHTHE CENTER PROVIDES A VARIETY OF OUTPATIENT PSYCHOTHERAPY SERVICES AT ITS LOCATIONS IN BUFFALO, ELK RIVER, MONTICELLO, AND ST. CLOUD. ADULTS, CHILDREN, AND ADOLESCENTS MAY BE SEEN INDIVIDUALLY OR WITH FAMILY MEMBERS. THE CENTER ALSO OFFERS A VARIETY OF THERAPY GROUPS WHICH ADDRESS SPECIFIC DISORDERS OR ARE ORGANIZED ACCORDING TO GENDER AND AGE SPECIFICATIONS. REGARDLESS OF THE TYPE OF PSYCHOTHERAPY INVOLVED, ALL SERVICES ARE PROVIDED BY EXPERIENCED PSYCHOLOGISTS, LICENSED CLINICAL SOCIAL WORKERS, LICENSED COUNSELORS OR MARRIAGE AND FAMILY THERAPISTS WITHIN A MULTIDISCIPLINARY TEAM SETTING. THE CENTER SERVED OVER APPROXIMATELY 6,150 PATIENTS DURING 2025. 5245707 4826173 ASSERTIVE COMMUNITY TREATMENT (ACT)ACT IS A MULTI-DISCIPLINARY TEAM APPROACH DESIGNED TO PROVIDE COMPREHENSIVE, COMMUNITY-BASED TREATMENT AND SUPPORT TO INDIVIDUALS WITH SERIOUS AND PERSISTENT MENTAL ILLNESS. ACT SERVICES ARE CUSTOMIZED TO THE INDIVIDUAL NEEDS OF THE CONSUMER AND ARE AVAILABLE 24 HOURS A DAY. THE GOAL OF ACT IS TO HELP PEOPLE STAY OUT OF THE HOSPITAL AND TO DEVELOP THE NECESSARY SKILLS SO THAT THEY CAN LIVE SUCCESSFULLY IN THE COMMUNITY. THERE IS AN ACT TEAM OPERATING OUT OF THE ST. CLOUD AND MONTICELLO OFFICES. THE CENTER SERVED APPROXIMATELY 200 PATIENTS DURING 2025. 3961034 2787082 CRISISTHE CENTER OPERATES AN ADULT RESIDENTIAL CRISIS STABILIZATION PROGRAM TO PROVIDE A SHORT-TERM SAFE PLACE TO STAY WHILE WORKING THROUGH A MENTAL HEALTH CASE. THE CENTER ALSO PROVIDES A FOUR COUNTY MOBILE CRISIS RESPONSE TEAM BASED IN ST. CLOUD AND MONTICELLO TO PROVIDE AN ARRAY OF COMMUNITY BASED, IMMEDIATE MENTAL HEALTH CRISIS SERVICES TO CHILDREN AND ADULTS. THE ST. CLOUD AREA RESPONSE INITIATIVE (CRI) IS A SECONDARY PREVENTION PROGRAM THAT ADDRESSES THE NEEDS OF CHILDREN AND FAMILIES EXPOSED TO VIOLENCE AND TRAUMA IN THE ST. CLOUD METRO AREA. THE CENTER SERVED APPROXIMATELY 1,600 PATIENTS DURING 2025. 173261 4378521 173261 4378521 17031901 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 1 348 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X THE ORGANIZATION 3202300611 411 3RD STREET NORTH WAITE PARK MN 56387 LISA FOBBE CHAIR 1.00 X X 0 0 0 DAVID EICKHOFF TREASURER 1.00 X X 0 0 0 RACHEL LEONARD VICE CHAIR 1.00 X X 0 0 0 COREY PIEPER SECRETARY 1.00 X X 0 0 0 TROY HECK THRU 1025 DIRECTOR 1.00 X 0 0 0 JOLENE FOSS DIRECTOR 1.00 X 0 0 0 MARY PFOHL DIRECTOR 1.00 X 0 0 0 JOSHUA SEEZS DIRECTOR 1.00 X 0 0 0 GREG HOHLEN DIRECTOR 1.00 X 0 0 0 SANTO CRUZ DIRECTOR 1.00 X 0 0 0 JESSICA BRANDON CHIEF EXECUTIVE OFFICER 40.00 X 231479 0 27737 KARI KOOB CHIEF FINANCIAL OFFICER 40.00 X 114579 0 9976 MARK DOUVIER CHIEF FINANCIAL OFFICER (THRU 1/25) 40.00 X 31159 0 1794 ROBIN MATUSHIN CHIEF OPERATIONS OFFICER 40.00 X 173456 0 24245 STEVEN LOOS CHIEF CLINICAL OFFICER 40.00 X 161007 0 10215 STEPHANIE BARNES DIRECTOR OF OUTPATIENT MENTAL HEALTH 40.00 X 107593 0 22823 SUSAN FUCHS-HOESCHEN DIRECTOR OF REHAB SERVICES 40.00 X 114684 0 18115 REBECCA REICHARD DIRECTOR OF CRISIS SERVICES 40.00 X 109142 0 20510 DANIELLE BRANT DIRECTOR OF CHEMICAL HEALTH SERVICES 40.00 X 115278 0 7602 1158377 0 143017 8 0 1 0 IRIS TELEHEALTH 13740 N HIGHWAY 183 AUSTIN TX 78750 PSYCHIATRY 414521 DR WALTER RUSH 3112 JAMES AVE S MINNEAPOLIS MN 55408 PSYCHIATRY 363132 DR KENT DAVIS 3514 RIVIERA RD SARTELL MN 56377 PSYCHIATRY 338385 INNOVATEL LLC 1501 NORTH PLANO RD STE 100 RICHARDSON TX 75081 PSYCHIATRY 125257 4 449982 1290505 1740487 PATIENT SERVICES 624100 18594564 18594564 CONTRACT REVENUE 624100 963131 963131 19557695 522576 522576 7772 0 7772 7772 7772 35000 6768 28232 28232 28232 MISCELLANEOUS 900099 190764 190764 190764 22047526 19557695 0 749344 416723 416723 13201011 10102072 3098939 468841 340137 128704 2218995 1638510 580485 1092194 818201 273993 128511 50546 77965 79682 31340 48342 1330799 1229385 101414 183571 73944 109627 597321 333161 264160 680723 613757 66966 609241 532162 77079 85130 72968 12162 223161 105365 117796 21041 16785 4256 628595 528239 100356 81965 60630 21335 VEHICLE EXPENSE 186880 169412 17468 334400 315287 19113 22568784 17031901 5536883 0 931667 1189881 4101450 5279452 1917953 196262 2044656 1658155 224919 183728 7059200 3348063 3909125 3711137 165185 190783 1086030 800074 14380985 13209472 2264728 1881168 8326 5387 1140602 851248 3413656 2737803 X 10967329 10471669 10967329 10471669 14380985 13209472 -521258 25598 0 X 0 1 X 1 0 X 4749009 1736220 6590682 1496023 1740487 16312421 4749009 1736220 6590682 1496023 1740487 16312421 16312421 10939 66757 65336 78076 530348 751456 137679 167849 175343 221885 190764 893520 17957397 101991330 0.90840 0.94480 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 137,679. 2022 AMOUNT: $ 167,849. 2023 AMOUNT: $ 175,343. 2024 AMOUNT: $ 221,885. 2025 AMOUNT: $ 190,764. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 165185 25598 190783 148468 16717 165185 129490 18978 148468 147829 -18339 129490 133585 14244 147829 1.00000 1 0 203188 203188 5722221 2555434 3166787 1133791 792629 341162 3711137 RIGHT OF USE ASSETS 800074 800074 LEASE LIABILITIES 851248 851248 22073124 25598 25598 22047526 0 22047526 22568784 0 22568784 0 22568784 PART V, LINE 4: THE ENDOWMENT FUNDS WILL BE USED FOR FUTURE PROGRAMMING. X X 0 0 0 0 0 0 0 0 0 JESSICA BRANDON CHIEF EXECUTIVE OFFICER 231479 0 0 0 0 0 13008 0 14729 0 259216 0 0 0 ROBIN MATUSHIN CHIEF OPERATIONS OFFICER 173456 0 0 0 0 0 9823 0 14422 0 197701 0 0 0 STEVEN LOOS CHIEF CLINICAL OFFICER 161007 0 0 0 0 0 8855 0 1360 0 171222 0 0 0 PART I, LINE 3 THE RESULTS OF A COMPENSATION AND BENEFITS SURVEY OF COMPARABLE ORGANIZATIONS ARE COMPILED BY THE HUMAN RESOURCES DEPARTMENT. THE SURVEY IS BROKEN DOWN BY POSITION/JOB TITLE. THE CEO MEETS WITH ALL DEPARTMENT SUPERVISORS TO DETERMINE COMPENSATION CHANGES BASED ON PERFORMANCE, SURVEY RESULTS AND RATIO ANALYSIS. THE BOARD OF DIRECTORS DETERMINES THE TOTAL AMOUNT OF COMPENSATION INCREASES BASED ON BUDGET PROJECTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND CFO REVIEW FORM 990 AND PRESENT IT TO THE BOARD OF DIRECTORS FOR REVIEW. AFTER FINAL APPROVAL FROM THE BOARD, FORM 990 IS SIGNED AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST OR RELATED PARTY QUESTIONNAIRE IS PROVIDED ANNUALLY TO OFFICERS, DIRECTORS AND KEY EMPLOYEES BEFORE THE FIRST BOARD MEETING EACH YEAR. THE QUESTIONNAIRE IS COMPLETED BY THE BOARD MEMBERS AND REVIEWED BY THE CEO AND CFO. EXECUTIVE COMMITTEE AND CEO REVIEW CASES ON AN INDIVIDUAL BASIS AS THEY OCCUR. FORM 990, PART VI, SECTION B, LINE 15A THE RESULTS OF A COMPENSATION AND BENEFITS SURVEY OF COMPARABLE ORGANIZATIONS ARE COMPILED BY THE HUMAN RESOURCES DEPARTMENT AND REVIEWED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS THEN RECOMMENDS AND APPROVES SALARY ADJUSMENTS BASED ON PERFORMANCE AND SURVEY RESULTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.