Civic Intelligence

Cedar Valley Services Inc.

990 • Fiscal year 2023 • EIN 41-0870082

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 27, 2024

Organization ProfileWWW.CEDARVALLEYSERVICES.ORG

View Organization Page

2111 4th Street NWAustin, MN 55912

(507) 433-2303

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.05x

Higher debt load relative to assets than 26% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.08x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$170,626

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

53rd percentile

7.5%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-19%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$28,558,036

Up $1,991,700 (+7.5%) from 2022

Net Assets

Up

$27,125,921

Up $2,026,757 (+8.1%) from 2022

Liabilities

Down

$1,432,115

Down $35,057 (-2.4%) from 2022

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin65th percentile

Revenue

Down

$18,745,897

Down $4,285,670 (-19%) from 2022

Expenses

Up

$16,817,203

Up $502,567 (+3.1%) from 2022

Net Income

Down

$1,928,694

Down $4,788,237 (-71%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $11,509,560Liabilities 2010: $914,045Net Assets 2010: $10,595,5152010Assets 2011: $12,252,490Liabilities 2011: $916,916Net Assets 2011: $11,335,5742011Assets 2012: $13,031,701Liabilities 2012: $884,468Net Assets 2012: $12,147,2332012Assets 2013: $15,109,408Liabilities 2013: $1,121,089Net Assets 2013: $13,988,3192013Assets 2014: $16,354,090Liabilities 2014: $1,136,612Net Assets 2014: $15,217,4782014Assets 2015: $16,761,083Liabilities 2015: $1,040,850Net Assets 2015: $15,720,2332015Assets 2016: $17,410,061Liabilities 2016: $872,871Net Assets 2016: $16,537,1902016Assets 2017: $17,914,963Liabilities 2017: $863,726Net Assets 2017: $17,051,2372017Assets 2018: $18,895,393Liabilities 2018: $1,311,110Net Assets 2018: $17,584,2832018Assets 2019: $19,646,997Liabilities 2019: $1,087,520Net Assets 2019: $18,559,4772019Assets 2020: $21,747,033Liabilities 2020: $5,206,234Net Assets 2020: $16,540,7992020Assets 2021: $19,653,627Liabilities 2021: $1,158,682Net Assets 2021: $18,494,9452021Assets 2022: $26,566,336Liabilities 2022: $1,467,172Net Assets 2022: $25,099,1642022Assets 2023: $28,558,036Liabilities 2023: $1,432,115Net Assets 2023: $27,125,9212023Assets 2024: $32,864,510Liabilities 2024: $2,016,801Net Assets 2024: $30,847,7092024

Highlighted filing

2023

Assets$28,558,036
Liabilities$1,432,115
Net Assets$27,125,921
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $11,340,9362010Expenses 2011: $11,434,0472011Expenses 2012: $11,481,5142012Revenue 2013: $13,331,789Expenses 2013: $11,831,252Net Income 2013: $1,500,5372013Revenue 2014: $14,648,611Expenses 2014: $13,430,995Net Income 2014: $1,217,6162014Revenue 2015: $14,021,244Expenses 2015: $13,515,834Net Income 2015: $505,4102015Revenue 2016: $15,125,472Expenses 2016: $14,308,515Net Income 2016: $816,9572016Revenue 2017: $15,706,644Expenses 2017: $15,232,799Net Income 2017: $473,8452017Revenue 2018: $16,357,593Expenses 2018: $15,803,947Net Income 2018: $553,6462018Revenue 2019: $16,609,689Expenses 2019: $15,497,314Net Income 2019: $1,112,3752019Revenue 2020: $11,777,946Expenses 2020: $13,861,979Net Income 2020: -$2,084,0332020Revenue 2021: $16,645,958Expenses 2021: $14,780,262Net Income 2021: $1,865,6962021Revenue 2022: $23,031,567Expenses 2022: $16,314,636Net Income 2022: $6,716,9312022Revenue 2023: $18,745,897Expenses 2023: $16,817,203Net Income 2023: $1,928,6942023Revenue 2024: $21,264,515Expenses 2024: $17,675,013Net Income 2024: $3,589,5022024

Highlighted filing

2023

Revenue$18,745,897
Expenses$16,817,203
Net Income$1,928,694
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 27, 2024
Return Version
2023v5.1
Gross Receipts
$18,766,375
Mission and Program Overview

Mission

The organization was established to provide vocational, improved behavioral and educational programming for adults who are developmentally delayed or disabled.

Provide vocational, behavioral and educational programs for adults who are developmentally delayed.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,753,829$11,949,128▲ $5,195,299
Land, Buildings, and Equipment, Net$8,949,642$9,450,754▲ $501,112
Cash and Non-Interest-Bearing Accounts$3,419,180$3,400,781▼ $18,399
Accounts Receivable$6,311,486$2,634,862▼ $3,676,624
Investments in Publicly Traded Securities$542,693$652,782▲ $110,089
Inventories for Sale or Use$316,207$334,498▲ $18,291
Prepaid Expenses and Deferred Charges$273,299$135,231▼ $138,068
Total Assets$26,566,336$28,558,036▲ $1,991,700
Liabilities
Accounts Payable and Accrued Expenses$1,467,172$1,429,928▼ $37,244
Deferred Revenue-$2,187-
Total Liabilities$1,467,172$1,432,115▼ $35,057
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,965,552$25,552,735▲ $1,587,183
Net Assets With Donor Restrictions$1,133,612$1,573,186▲ $439,574
Total Net Assets Fund Balance$25,099,164$27,125,921▲ $2,026,757
Total Liabilities and Net Assets / Fund Balance$26,566,336$28,558,036▲ $1,991,700

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,585,036$5,602,716$12,187,752
Other Land Buildings$1,785,251$7,996,970$9,782,221
Land$953,803-$953,803
Leasehold Improvements$126,664$219,401$346,065
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard PavekExec DirectorFT$115,834$54,792$170,626
Gary HartDivision DirectorFT$93,640$17,818$111,458
Susan MartinProgram DirectorFT$67,123$41,939$109,062
Kris BurkeyFinance DirectorFT$79,531$24,325$103,856
Jerianne HendricksDivision DirectorFT$79,656$10,093$89,749

Board Members and Trustees

NameTitle
Glenn MoenPresident
Chris McmanusVice President
Dan MillerDirector
Jay LutzDirector
Lori RouthDirector
Lynne HansenDirector
Troy HawksheadDirector
Brad LindbergSecretary
Dan HirstTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ab Systems INCConstruction209 WOOD LAKE DR SE, Rochester, MN 55904$256,141
Specialty Personnel Services INCContract Labor1122 S OAK AVE, Owatonna, MN 55060$248,576
Revenue and Support

Revenue Composition

Contributions and Grants
$514,624
Program Service Revenue
$17,887,476
Investment Income
$343,575
Other Revenue
$222
All Other Contributions
$438,124
Change in Net Assets
$1,928,694

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,766,375
Revenue Not Reported on Financial Statements
$-20,478
Revenue Not Reported on Form 990
$98,063
Other Revenue Adjustments
$-20,478
Total Revenue per Audited Statements
$18,864,438
Total Revenue per Form 990
$18,745,897
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,991,153
Other Expenses$5,826,050
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,779,150$303,019-$8,082,169
Other Employee Benefits$1,439,865$113,745-$1,553,610
Office Expenses$1,157,055$134,644-$1,291,699
Depreciation Depletion$675,866$25,231-$701,097
Occupancy$646,850$31,481-$678,331
Payroll Taxes$586,641$30,356-$616,997
Current Officers, Directors, Trustees, and Key Employees$439,059$145,692-$584,751
Insurance$281,822$16,950-$298,772
Pension Plan Contributions$152,410$1,216-$153,626
All Other Expenses$39,467$40,026-$79,493
Other Expenses$36,124$24,197-$60,321
Fees for Services Accounting$9,132$41,610-$50,742
Conferences and Meetings$32,322$2,764-$35,086
Total Functional Expenses$15,853,673$963,530$0$16,817,203

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,837,681
Total Expenses per Audited Statements$16,837,681
Total Expenses per Form 990$16,817,203
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-20,478
Other Expense Adjustments$-20,478
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The executive committee shall consist of at least the president, vice-president, secretary, and treasurer. The committee shall have such powers as may be delgated to it by the board of directors.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is emailed to all board members for their review. The board than takes a vote whether or not to approve the form 990 at the next board meeting prior to submittal of the form.”

Form 990, Part VI, Section B, Line 12C

“Board members and key employees are asked to disclose annually business relationships and family members that could, or do, create a conflict of interest. Conflicts of interest are determined by a review of the potential conflicts by the executive director and the board of directors. If a conflict exists, then the conflicted board member or key employee is excluded from discussions and votes related to any potential or existing relationships involving the conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The compensation of the executive director is determined by the board of directors. The board acts upon recommendation of the personnel committee. The committee uses data from the annual "compensation of the top 100 not for profit directors in minnesota" document. This data is adjusted for size of organization, geographic location, responsibility level and other. The decision and deliberation are documented in meeting minutes. The compensation of key employees was determined by the executive director in collaboration with the board of directors and outside consultants. A consultant generated comparison of salaries for like positions was used and adjusted accordingly. The decisions and deliberation were documented in meeting minutes. This procedure is a periodic event with annual deliberations and frequent adjustments. The process described here was last completed in 2023.”

Form 990, Part VI, Section C, Line 19

“All documents concerning disclosure requirements are available at the organization's corporate offices in austin, mn and can be reviewed upon request. Electronic copies are also available.”

Filing and Contact Details

Filer

Filer Name
Cedar Valley Services Inc
EIN
41-0870082
Phone
5074332303
Address
2111 4TH STREET NW, AUSTIN, MN 55912

Signing Officer

Name
Jay Lutz
Title
Board President
Phone
5074332303
Signed
2024-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Lutz
Formed
1960
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
9
Employees
579
Volunteers
9

Preparer

Firm
Cliftonlarsonallen Llp
Address
2689 COMMERCE DRIVE NW SUITE 201, ROCHESTER, MN 55901
Preparer
Katherine Lutzke CPA
Phone
5072802300
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization is classified as a tax-exempt organization under section 501(c)(3) of the internal revenue code and, accordingly, is not subject to federal income taxes. As such, it is subject to federal and state income taxes on net unrelated business income. The organization follows the accounting standards for contingencies in evaluating uncertain tax positions and files as a tax-exempt organization. Should that status be challenged in the future, all years since inception could be subject to review by the internal revenue service.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Direct costs of rental property -20,478.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Direct costs of rental property -20,478.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXEC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10FINANCE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PROGRAM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIVISION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIVISION DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt057800
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt057800
IRS990/GrossReceiptsAmt018766375
IRS990/GrossRentsGrp/RealAmt020700
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt016950
IRS990/InsuranceGrp/ProgramServicesAmt0281822
IRS990/InsuranceGrp/TotalAmt0298772
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0316207
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0334498
IRS990/InvestmentIncomeGrp/ExclusionAmt0285775
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0285775
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0542693
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0652782
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013819087
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08949642
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09450754
IRS990/LandBldgEquipCostOrOtherBssAmt023269841
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessRentalExpensesGrp/RealAmt020478
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION WAS ESTABLISHED TO PROVIDE VOCATIONAL, IMPROVED BEHAVIORAL AND EDUCATIONAL PROGRAMMING FOR ADULTS WHO ARE DEVELOPMENTALLY DELAYED OR DISABLED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt025099164
IRS990/NetAssetsOrFundBalancesEOYAmt027125921
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt057800
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt057800
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0222
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0222
IRS990/NetUnrelatedBusTxblIncmAmt0219322
IRS990/NetUnrlzdGainsLossesInvstAmt098063
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt023965552
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt025552735
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt031481
IRS990/OccupancyGrp/ProgramServicesAmt0646850
IRS990/OccupancyGrp/TotalAmt0678331
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0134644
IRS990/OfficeExpensesGrp/ProgramServicesAmt01157055
IRS990/OfficeExpensesGrp/TotalAmt01291699
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0113745
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01439865
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01553610
IRS990/OtherExpensesGrp/Desc0PROGRAM MATERIALS
IRS990/OtherExpensesGrp/Desc1DUES AND LICENSING
IRS990/OtherExpensesGrp/Desc2OPERATING SUPPLIES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt040
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt151920
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2639
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt324197
IRS990/OtherExpensesGrp/ProgramServicesAmt02336583
IRS990/OtherExpensesGrp/ProgramServicesAmt199166
IRS990/OtherExpensesGrp/ProgramServicesAmt2142161
IRS990/OtherExpensesGrp/ProgramServicesAmt336124
IRS990/OtherExpensesGrp/TotalAmt02336623
IRS990/OtherExpensesGrp/TotalAmt1151086
IRS990/OtherExpensesGrp/TotalAmt2142800
IRS990/OtherExpensesGrp/TotalAmt360321
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0303019
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07779150
IRS990/OtherSalariesAndWagesGrp/TotalAmt08082169
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030356
IRS990/PayrollTaxesGrp/ProgramServicesAmt0586641
IRS990/PayrollTaxesGrp/TotalAmt0616997
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01216
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0152410
IRS990/PensionPlanContributionsGrp/TotalAmt0153626
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0273299
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0135231
IRS990/PrincipalOfficerNm0JAY LUTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/BusinessCd2485000
IRS990/ProgramServiceRevenueGrp/BusinessCd3624310
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE CONTRACTS AND GRANTS
IRS990/ProgramServiceRevenueGrp/Desc1TRADE SALES
IRS990/ProgramServiceRevenueGrp/Desc2TRANSPORTATION
IRS990/ProgramServiceRevenueGrp/Desc3OTHER SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09621804
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16950585
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2992306
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt332893
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09621804
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16950585
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21282194
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt332893
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0289888
IRS990/ProgSrvcAccomActy2Grp/Desc0EXTENDED EMPLOYMENT PROGRAMS PROVIDE ONGOING SUPPORT TO APPROXIMATELY 88 DEVELOPMENTALLY DISABLED INDIVIDUALS NECESSARY TO MAINTAIN EMPLOYMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04947547
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt04872975
IRS990/ProgSrvcAccomActy3Grp/Desc0TRANSIT SERVICES WERE PROVIDED TO INDIVIDUALS IN THE ALBERT LEA, AUSTIN, OWATONNA, AND WASECA AREAS. THESE SERVICES WERE PROVIDED TO DISABLED AND NONDISABLED INDIVIDUALS. A TOTAL OF APPROXIMATELY 231,324 TRIPS WERE MADE BY THE PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03776113
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0474340
IRS990/ProgSrvcAccomActyOtherGrp/Desc0RESIDENTIAL HOUSING SERVICES ARE PROVIDED TO 8 DISABLED INDIVIDUALS AT TWO LOCATIONS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0461410
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0540152
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04712677
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt041643
IRS990/PYOtherExpensesAmt06163441
IRS990/PYOtherRevenueAmt0-18700
IRS990/PYProgramServiceRevenueAmt018295947
IRS990/PYRevenuesLessExpensesAmt06716931
IRS990/PYSalariesCompEmpBnftPaidAmt010151195
IRS990/PYTotalExpensesAmt016314636
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt023031567
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01928694
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0222
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt011710121
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06753829
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011949128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0514624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04712677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03104188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0746606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0441734
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09519829
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0306475
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt061893
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt035665
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0111801
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0165699
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0681533
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt076477000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83740
IRS990ScheduleA/PublicSupportPY170Pct00.87780
IRS990ScheduleA/PublicSupportTotal170Amt08765002
IRS990ScheduleA/SubstantialContributorsTotAmt0754827
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0514624
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04712677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03104188
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0746606
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0441734
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09519829
IRS990ScheduleA/TotalSupportAmt010467111
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt094751
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt0170998

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,558,036
Liabilities
$1,432,115
Net assets
$27,125,921
Revenue
$18,745,897
Expenses
$16,817,203
Net income
$1,928,694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.9$2.02$30.8$21.3$17.7$3.59
2023Detailed filing. Detailed filing data is available for this year.$28.6$1.43$27.1$18.7$16.8$1.93
2022Detailed filing. Detailed filing data is available for this year.$26.6$1.47$25.1$23.0$16.3$6.72
2021Detailed filing. Detailed filing data is available for this year.$19.7$1.16$18.5$16.6$14.8$1.87
2020Detailed filing. Detailed filing data is available for this year.$21.7$5.21$16.5$11.8$13.9$2.08
2019Detailed filing. Detailed filing data is available for this year.$19.6$1.09$18.6$16.6$15.5$1.11
2018Detailed filing. Detailed filing data is available for this year.$18.9$1.31$17.6$16.4$15.8$0.55
2017Detailed filing. Detailed filing data is available for this year.$17.9$0.86$17.1$15.7$15.2$0.47
2016Detailed filing. Detailed filing data is available for this year.$17.4$0.87$16.5$15.1$14.3$0.82
2015Detailed filing. Detailed filing data is available for this year.$16.8$1.04$15.7$14.0$13.5$0.51
2014Detailed filing. Detailed filing data is available for this year.$16.4$1.14$15.2$14.6$13.4$1.22
2013Detailed filing. Detailed filing data is available for this year.$15.1$1.12$14.0$13.3$11.8$1.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$0.88$12.1$11.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.92$11.3$11.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.91$10.6$11.3