2026-05-11T22:48:43-04:00 2025-06-30 201943886 LOGAN THOMAS & JOHNSON LLC 413 WILCOX ST SUITE 204 CASTLE ROCK CO 801042477 990 2024-07-01 840532684 THE RESOURCE EXCHANGE INC RESO 7193801100 6385 CORPORATE DRIVE SUITE 100 COLORADO SPRINGS CO 80919 HEATHER WHITWORTH CFO 7193801100 2026-05-15 true true JAN THOMAS P01267359 3036631400 2026-05-11 2024 2025-03-06 01:10:19Z COLLEEN HEAD BATCHELOR 6385 CORPORATE DRIVE SUITE 100 COLORADO SPRINGS CO 80919 47202058 false X WWW.TRE.ORG X 1964 CO ADVOCATING FOR INDEPENDENCE AND INCLUSION, THE RESOURCE EXCHANGE PARTNERS WITH CHILDREN AND ADULTS WHO HAVE A VARIETY OF DISABILITIES, DELAYS, MENTAL HEALTH OR LONG-TERM CARE NEEDS. WE DO THIS USING A PERSON-CENTERED APPROACH IN COORDINATING CARE, PROMOTING CHOICES, AND COLLABORATING WITH COMMUNITY PARTNERS. 14 14 624 75 -572735 9006366 942972 30693976 44612586 91969 370350 -456036 -572735 39336275 45353173 0 0 26832565 33510152 0 0 6505220 9476643 33337785 42986795 5998490 2366378 22125396 24603310 9024670 8979806 13100726 15623504 X ADVOCATING FOR INDEPENDENCE AND INCLUSION, THE RESOURCE EXCHANGE PARTNERS WITH CHILDREN AND ADULTS WHO HAVE A VARIETY OF DISABILITIES, DELAYS, MENTAL HEALTH OR LONG-TERM CARE NEEDS. WE DO THIS USING A PERSON-CENTERED APPROACH IN COORDINATING CARE, PROMOTING CHOICES, AND COLLABORATING WITH COMMUNITY PARTNERS. false false 30100733 34789484 SERVICE COORDINATION, OR CASE MANAGEMENT AS IT IS COMMONLY CALLED, IS AN INDIVIDUALLY CENTERED, FAMILY AND COMMUNITY-FOCUSED SERVICE IN WHICH PROGRAMS AND RESOURCES ARE COORDINATED TO ENHANCE PEOPLES LIVES AND BUILD INDEPENDENCE. SERVICE COORDINATORS NAVIGATE AN ARRAY OF SUPPORTS THAT ARE AVAILABLE FOR INDIVIDUALS, HOW TO BECOME ELIGIBLE, AND HOW TO REQUEST AND ACCESS SERVICES. THE GOAL OF SERVICE COORDINATION IS TO ASSURE THAT NECESSARY SERVICES ARE PROVIDED EFFECTIVELY AND EFFICIENTLY THROUGH ESTABLISHING MEANINGFUL RELATIONSHIPS WITH EACH INDIVIDUAL, THEIR FAMILY, AND THE COMMUNITY IN WHICH THEY LIVE, WORK, AND PLAY. THE NUMBER OF CONSUMERS PROVIDED SERVICES WAS 10,481. 8618967 9120002 EARLY INTERVENTION (EI) PROVIDES DEVELOPMENTAL SUPPORTS AND SERVICES TO CHILDREN BIRTH TO 3 YEARS OF AGE WHO HAVE A SIGNIFICANT DEVELOPMENTAL DELAY AND THEIR FAMILIES. TRE PROVIDES SERVICES SUCH AS SPEECH, PHYSICAL AND OCCUPATIONAL THERAPY, DEVELOPMENTAL INTERVENTION, VISION AND AUDIOLOGICAL SERVICES AND PSYCHOLOGICAL/SOCIAL EMOTIONAL SERVICES. SERVICES ARE PROVIDED AT NO COST TO FAMILIES. MORE THAN 30% OF CHILDREN RECEIVING SERVICES THROUGH THIS PROGRAM WILL GRADUATE AND NOT REQUIRE ADDITIONAL SPECIAL SUPPORTS FOR THE REST OF THEIR LIVES. EARLY CHILDHOOD SERVICES EXPANSION PROVIDES A VARIETY OF EARLY CHILDHOOD MENTAL HEALTH (ECMH) SUPPORTS AND SERVICES TO BUILD STRONG SOCIAL EMOTIONAL DEVELOPMENT IN YOUNG CHILDREN 0-8 YEARS OF AGE AND ENHANCE THE CAPACITY OF PARENTS AND OTHER CAREGIVERS TO EFFECTIVELY SUPPORT THEIR CHILDREN'S DEVELOPMENT. ECMH FOCUSES ON TIERED SUPPORTS TO ADDRESS PROMOTION OF SOCIAL EMOTIONAL DEVELOPMENT, PREVENTION OF RISK FACTORS FOR BEHAVIOR AND SOCIAL EMOTIONAL CHALLENGES, AND INTERVENTION FOR CHILDREN ALREADY EXPERIENCING CHALLENGES AND THEIR FAMILIES. EI AND ECMH SERVED MORE THAN 3,038 CHILDREN AND CAREGIVERS IN FY24. 485652 491147 COMPREHENSIVE SERVICES ARE DESIGNED FOR ADULTS WITH DEVELOPMENTAL DISABILITIES WHO NEED MORE INTENSIVE SUPERVISION AND ASSISTANCE IN THEIR DAILY LIVES. PEOPLE IN THIS PROGRAM LIVE ON THEIR OWN, IN A HOST HOME WITH A FAMILY OR INDIVIDUAL WHO CARES FOR THE PERSON IN THEIR HOME, OR A GROUP HOME RUN BY A SERVICE AGENCY. COMPREHENSIVE SERVICES ARE DESIGNED TO HELP EACH PERSON ACHIEVE THE GOALS THEY SET FOR THEMSELVES. THE NUMBER OF CONSUMERS PROVIDED SERVICES WAS 1,771. 245211 211953 SUPPORTED LIVING SERVICES IS A PROGRAM FOR ADULTS WITH DEVELOPMENTAL DISABILITIES THAT ENABLE A PERSON TO REMAIN IN CONTROL OF HIS OR HER OWN LIVING ARRANGEMENTS AND BE INCLUDED IN THEIR COMMUNITY. THE PARTICIPANT CHOOESE WHERE THEY LIVE, WORK, AND PLAY, WHO SUPPORTS THEM AND WHAT TYPE OF SUPPORTS THEY NEED. THE NUMBER OF CONSUMERS PROVIDED SERVICES WAS 1,437. EXPENSES: 156,498 REVENUE: 148,506 CHILDRENS EXTENSIVE SUPPORT INTENDED TO PROVIDE NEEDED SERVICES AND SUPPORTS TO ELIGIBLE CHILDREN UNDER THE AGE OF EIGHTEEN YEARS IN ORDER FOR THE CHILDREN TO REMAIN IN OR RETURN TO THE FAMILY HOME. SERVICES ARE TARGETED TO CHILDREN HAVING EXTENSIVE SUPPORT NEEDS, WHICH REQUIRE CONSTANT LINE-OF-SIGHT SUPERVISION DUE TO SIGNIFICANTLY CHALLENGING BEHAVIORS AND/OR COEXISTING MEDICAL CONDITIONS. AVAILABLE SERVICES INCLUDE PERSONAL ASSISTANCE, HOUSEHOLD MODIFICATION, SPECIALIZED MEDICAL EQUIPMENT AND SUPPLIES, PROFESSIONAL SERVICES AND COMMUNITY CONNECTION SERVICES. THE NUMBER OF CONSUMERS PROVIDED SERVICES WAS 1,515. EXPENSES: 88,713 REVENUE: 63,447 245211 211953 39450563 true true false true false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false true false false false false true 9 0 624 true true true false false false false false false false false false false false X 14 14 false false false false false false false true true false false false true true true true true true true false X X HEATHER WHITWORTH 7193801100 6835 CORPORATE DRIVE SUITE 100 COLORADO SPRINGS CO 80919 COLLEEN HEAD BATCHELOR CEO 40.00 X 185656 0 18320 HEATHER WHITWORTH CFO 40.00 X 164088 0 11674 CATHY ECKERT SUPERVISOR, 40.00 X 107938 0 2783 LAURA THOMAS DIRECTOR, SE 40.00 X 109864 0 9557 NANCY VIGIL DIRECTOR, NA 40.00 X 117455 0 1560 LOIS LANDGRAF CHAIR 1.00 X X 0 0 1106 PATRICK DAVIS VICE CHAIR 1.00 X X 0 0 1106 JESSIE MARTINEZ TREASURER 1.00 X X 0 0 1106 LAURIE HUISINGH SECRETARY 1.00 X X 0 0 1106 TRACI MARQUES BOARD MEMBER 1.00 X 0 0 1106 BERNARD BYERS BOARD MEMBER 1.00 X 0 0 1106 SARAH BRITTAIN JACK BOARD MEMBER 1.00 X 0 0 1106 MEGAN BILLESBACH BOARD MEMBER 1.00 X 0 0 1106 EMERALD DOYLE BOARD MEMBER 1.00 X 0 0 1106 SHARON THOMPSON BOARD MEMBER 1.00 X 0 0 1106 JENNIFER THORNTON BOARD MEMBER 1.00 X 0 0 1106 HEIDI BRANDON BOARD MEMBER 1.00 X 0 0 1106 GEORGE MENTZ BOARD MEMBER 1.00 X 0 0 1106 DAVE PAUL BOARD MEMBER 1.00 X 0 0 1106 685001 59378 5 false true false PUEBLO COUNTY DEPARMENT OF HUMAN SERVICES 320 W 10TH ST SUITE 362 PUEBLO CO 81003 CASE MANAGEMENT 2189546 WIPFLI LLP PO BOX 3160 MILWAUKEE WI 53201 IT SERVICES 1470312 ADDISON GROUP 7076 SOLUTIONS CENTER CHICAGO IL 60677 PROF STAFFING 678091 PEOPLE 20 GLOBAL PO BOX 31001-1288 PASADENA CA 91110 PROF. STAFFING 219223 KANRAD TECHNOLOGIES 101 E PARK BLVD SUITE 821 PLANO TX 75074 SOFTWARE 139647 6 11189 274244 657539 942972 MEDICAID PAYMENTS 31301805 31301805 FEES FROM GOVERNMENTAL AGENCI 12107712 12107712 OTHER 1203069 1203069 44612586 334351 334351 978621 1551356 -572735 -572735 -572735 333528 297529 35999 35999 35999 45353173 44612586 -572735 370350 X 405650 405650 28013504 26411040 1602464 330068 324684 5384 2354758 2026228 328530 2406172 2250750 155422 10002 10002 71745 71745 29000 29000 44340 44340 5799553 5589659 209894 1506731 1433537 73194 285273 242469 42804 323194 317243 5951 82667 26460 56207 2078 2062 16 196932 55282 141650 121814 97735 24079 OTHER 816991 544220 272771 DUES AND SUBSCRIPTIONS 186323 129194 57129 42986795 39450563 3536232 0 337241 532012 5770317 5866232 5984597 5124346 242206 341208 12351934 4150618 8628743 8201316 611331 3902338 550961 635858 22125396 24603310 3139244 3572959 399525 4934940 4761295 550961 645552 9024670 8979806 X 13047406 15346117 53320 277387 13100726 15623504 22125396 24603310 2366378 156400 X false true X true true true X 1735189 1243021 1551625 9006366 942972 14479173 1735189 1243021 1551625 9006366 942972 14479173 14479173 4271 41905 50836 91570 334351 522933 15002106 121749573 0.96510 0.98580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 29000 29000 false SCHEDULE C, PART II-B, LINE 1 LOBBYIST IS PAID TO MONITOR PROGRESS OF LEGISLATION AT THE STATE OF COLORADO AND THEIR ANNUAL BUDGET PROCESS FOR POTENTIAL IMPACT TO OUR ORGANIZATION. 675690 675690 9930972 3271730 6659242 1107355 321634 785721 637917 557254 80663 8201316 LEASE LIABILITY 645552 645552 X SCHEDULE D, PAGE 3, PART X THE CENTER IS OPERATED AS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CENTER RECOGNIZES TAX LIABILITIES WHEN, DESPITE THE CENTER'S BELIEF THAT ITS TAX RETURN POSITIONS ARE SUPPORTABLE, THE CENTER BELIEVES THAT CERTAIN POSITIONS MAY NOT BE FULLY SUSTAINED UPON REVIEW BY TAX AUTHORITIES. BENEFITS FROM TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT. THE CENTER HAS RECORDED NO ESTIMATED TAX PAYMENT AS OF JUNE 30, 2025. THE CENTER IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. THE CENTER BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO THE YEAR ENDED JUNE 30, 2022. X X X false false false false false false false false false COLLEEN HEAD BATCHELOR CEO 185656 4959 13361 203976 HEATHER WHITWORTH CFO 164088 4179 7495 175762 FORM 990 - ORGANIZATION'S MISSION ADVOCATING FOR INDEPENDENCE AND INCLUSION, THE RESOURCE EXCHANGE PARTNERS WITH CHILDREN AND ADULTS WHO HAVE A VARIETY OF DISABILITIES, DELAYS, MENTAL HEALTH OR LONG-TERM CARE NEEDS. WE DO THIS USING A PERSON-CENTERED APPROACH IN COORDINATING CARE, PROMOTING CHOICES, AND COLLABORATING WITH COMMUNITY PARTNERS. FORM 990, PAGE 2, PART III, LINE 4B EARLY INTERVENTION (EI) PROVIDES DEVELOPMENTAL SUPPORTS AND SERVICES TO CHILDREN BIRTH TO 3 YEARS OF AGE WHO HAVE A SIGNIFICANT DEVELOPMENTAL DELAY AND THEIR FAMILIES. TRE PROVIDES SERVICES SUCH AS SPEECH, PHYSICAL AND OCCUPATIONAL THERAPY, DEVELOPMENTAL INTERVENTION, VISION AND AUDIOLOGICAL SERVICES AND PSYCHOLOGICAL/SOCIAL EMOTIONAL SERVICES. SERVICES ARE PROVIDED AT NO COST TO FAMILIES. MORE THAN 30% OF CHILDREN RECEIVING SERVICES THROUGH THIS PROGRAM WILL GRADUATE AND NOT REQUIRE ADDITIONAL SPECIAL SUPPORTS FOR THE REST OF THEIR LIVES. EARLY CHILDHOOD SERVICES EXPANSION PROVIDES A VARIETY OF EARLY CHILDHOOD MENTAL HEALTH (ECMH) SUPPORTS AND SERVICES TO BUILD STRONG SOCIAL EMOTIONAL DEVELOPMENT IN YOUNG CHILDREN 0-8 YEARS OF AGE AND ENHANCE THE CAPACITY OF PARENTS AND OTHER CAREGIVERS TO EFFECTIVELY SUPPORT THEIR CHILDREN'S DEVELOPMENT. ECMH FOCUSES ON TIERED SUPPORTS TO ADDRESS PROMOTION OF SOCIAL EMOTIONAL DEVELOPMENT, PREVENTION OF RISK FACTORS FOR BEHAVIOR AND SOCIAL EMOTIONAL CHALLENGES, AND INTERVENTION FOR CHILDREN ALREADY EXPERIENCING CHALLENGES AND THEIR FAMILIES. EI AND ECMH SERVED MORE THAN 3,038 CHILDREN AND CAREGIVERS IN FY24. FORM 990, PAGE 2, PART III, LINE 4D SUPPORTED LIVING SERVICES IS A PROGRAM FOR ADULTS WITH DEVELOPMENTAL DISABILITIES THAT ENABLE A PERSON TO REMAIN IN CONTROL OF HIS OR HER OWN LIVING ARRANGEMENTS AND BE INCLUDED IN THEIR COMMUNITY. THE PARTICIPANT CHOOESE WHERE THEY LIVE, WORK, AND PLAY, WHO SUPPORTS THEM AND WHAT TYPE OF SUPPORTS THEY NEED. THE NUMBER OF CONSUMERS PROVIDED SERVICES WAS 1,437. EXPENSES: 156,498 REVENUE: 148,506 CHILDRENS EXTENSIVE SUPPORT INTENDED TO PROVIDE NEEDED SERVICES AND SUPPORTS TO ELIGIBLE CHILDREN UNDER THE AGE OF EIGHTEEN YEARS IN ORDER FOR THE CHILDREN TO REMAIN IN OR RETURN TO THE FAMILY HOME. SERVICES ARE TARGETED TO CHILDREN HAVING EXTENSIVE SUPPORT NEEDS, WHICH REQUIRE CONSTANT LINE-OF-SIGHT SUPERVISION DUE TO SIGNIFICANTLY CHALLENGING BEHAVIORS AND/OR COEXISTING MEDICAL CONDITIONS. AVAILABLE SERVICES INCLUDE PERSONAL ASSISTANCE, HOUSEHOLD MODIFICATION, SPECIALIZED MEDICAL EQUIPMENT AND SUPPLIES, PROFESSIONAL SERVICES AND COMMUNITY CONNECTION SERVICES. THE NUMBER OF CONSUMERS PROVIDED SERVICES WAS 1,515. EXPENSES: 88,713 REVENUE: 63,447 FORM 990, PAGE 6, PART VI, LINE 11B THE CFO AND CEO REVIEW FORM FOR ACCURACY PRIOR TO E-FILING. FORM 990, PAGE 6, PART VI, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO SIGN ANNUALLY WHETHER OR NOT ANY CONFLICTS OF INTEREST EXIST. FORM 990, PAGE 6, PART VI, LINE 15A COMPARABLE DATA WAS PROVIDED BY 3RD PARTY SOURCES AND 990S OF SIMILAR ORGANIZATIONS WERE REVIEWED AND APPROVAL GIVEN BY THE FINANCE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 15B COMPARABLE DATA WAS PROVIDED BY 3RD PARTY SOURCES AND 990S OF SIMILAR ORGANIZATIONS WERE REVIEWED AND APPROVAL GIVEN BY THE FINANCE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 19 WRITTEN REQUEST IS REQUIRED FOR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY. FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE. FORM 990, PART IX, LINE 11G OTHER MEDICAL PROFESSIONALS 484,532 0 0 OTHER PROFESSIONAL SVCS 5,105,127 209,894 0 TOTAL 5,589,659 209,894 0 6385 CORPORATE DRIVE LLC 6385 CORPORATE DRIVE SUITE 301 COLORADO SPRINGS CO 80919 822075590 REAL ESTAT CO 978655 8194099 THE RESOUR