Civic Intelligence

Lake Region Halfway Homes Inc

EIN 41-1236274 • 501(c)3 • Fergus Falls, MN

Profile

Halfway home for the chemically dependent

217 N Union AveFergus Falls, MN 56537

lakeregionhalfwayhomes.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.01x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

50th percentile

4.5%

Higher net margin than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

34th percentile

-2.8%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$163,123

Down $4,653 (-2.8%) from 2023

Liabilities

Down

$7,447

Down $27,322 (-79%) from 2023

Net Assets

Up

$155,676

Up $22,669 (+17%) from 2023

Revenue

Up

$504,760

Up $81,911 (+19%) from 2023

Expenses

Down

$482,091

Down $15,668 (-3.1%) from 2023

Net Income

Up

$22,669

Up $97,579 (+130%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $48,120Liabilities 2011: $13,008Net Assets 2011: $35,1122011Assets 2012: $56,263Liabilities 2012: $3,465Net Assets 2012: $52,7982012Assets 2013: $164,286Liabilities 2013: $4,137Net Assets 2013: $160,1492013Assets 2014: $207,922Liabilities 2014: $4,827Net Assets 2014: $203,0952014Assets 2015: $208,325Liabilities 2015: $4,269Net Assets 2015: $204,0562015Assets 2016: $218,488Liabilities 2016: $1,027Net Assets 2016: $217,4612016Assets 2017: $178,755Liabilities 2017: $1,246Net Assets 2017: $177,5092017Assets 2018: $184,610Liabilities 2018: $1,160Net Assets 2018: $183,4502018Assets 2019: $154,922Liabilities 2019: $10,760Net Assets 2019: $144,1622019Assets 2020: $191,177Liabilities 2020: $675Net Assets 2020: $190,5022020Assets 2021: $252,991Liabilities 2021: $16,057Net Assets 2021: $236,9342021Assets 2022: $221,352Liabilities 2022: $13,435Net Assets 2022: $207,9172022Assets 2023: $167,776Liabilities 2023: $34,769Net Assets 2023: $133,0072023Assets 2024: $163,123Liabilities 2024: $7,447Net Assets 2024: $155,6762024

Highlighted filing

2024

Assets$163,123
Liabilities$7,447
Net Assets$155,676

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $315,032Expenses 2011: $330,818Net Income 2011: -$15,7862011Revenue 2012: $357,625Expenses 2012: $339,939Net Income 2012: $17,6862012Revenue 2013: $505,704Expenses 2013: $398,353Net Income 2013: $107,3512013Revenue 2014: $471,808Expenses 2014: $428,862Net Income 2014: $42,9462014Revenue 2015: $444,237Expenses 2015: $443,276Net Income 2015: $9612015Revenue 2016: $494,889Expenses 2016: $481,484Net Income 2016: $13,4052016Revenue 2017: $503,959Expenses 2017: $543,911Net Income 2017: -$39,9522017Revenue 2018: $493,272Expenses 2018: $487,331Net Income 2018: $5,9412018Revenue 2019: $453,090Expenses 2019: $492,378Net Income 2019: -$39,2882019Revenue 2020: $564,748Expenses 2020: $518,408Net Income 2020: $46,3402020Revenue 2021: $581,647Expenses 2021: $535,215Net Income 2021: $46,4322021Revenue 2022: $554,117Expenses 2022: $583,134Net Income 2022: -$29,0172022Revenue 2023: $422,849Expenses 2023: $497,759Net Income 2023: -$74,9102023Revenue 2024: $504,760Expenses 2024: $482,091Net Income 2024: $22,6692024

Highlighted filing

2024

Revenue$504,760
Expenses$482,091
Net Income$22,669

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.07$1.56$5.05$4.82$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.35$1.33$4.23$4.98$0.75
2022Detailed filing. Detailed filing data is available for this year.$2.21$0.13$2.08$5.54$5.83$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.53$0.16$2.37$5.82$5.35$0.46
2020Detailed filing. Detailed filing data is available for this year.$1.91$0.01$1.91$5.65$5.18$0.46
2019Summary only. Only limited summary data is available for this year.$1.55$0.11$1.44$4.53$4.92$0.39
2018Summary only. Only limited summary data is available for this year.$1.85$0.01$1.83$4.93$4.87$0.06
2017Summary only. Only limited summary data is available for this year.$1.79$0.01$1.78$5.04$5.44$0.40
2016Summary only. Only limited summary data is available for this year.$2.18$0.01$2.17$4.95$4.81$0.13
2015Summary only. Only limited summary data is available for this year.$2.08$0.04$2.04$4.44$4.43$0.01
2014Summary only. Only limited summary data is available for this year.$2.08$0.05$2.03$4.72$4.29$0.43
2013Summary only. Only limited summary data is available for this year.$1.64$0.04$1.60$5.06$3.98$1.07
2012Summary only. Only limited summary data is available for this year.$0.56$0.03$0.53$3.58$3.40$0.18
2011Summary only. Only limited summary data is available for this year.$0.48$0.13$0.35$3.15$3.31$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 20, 2025
Return Version
2024v5.2
Gross Receipts
$504,760
Mission and Program Overview

Mission

Halfway home for the chemically dependent

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$123,427$115,403▼ $8,024
Cash and Non-Interest-Bearing Accounts$10,795$35,892▲ $25,097
Accounts Receivable$33,553$11,828▼ $21,725
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$167,776$163,123▼ $4,653
Other Assets Total$1$0▼ $1
Liabilities
Deferred Revenue$5,212$5,212→ $0
Accounts Payable and Accrued Expenses$1,435$1,264▼ $171
Other Liabilities$28,122$971▼ $27,151
Total Liabilities$34,769$7,447▼ $27,322
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$133,007$155,676▲ $22,669
Total Net Assets Fund Balance$133,007$155,676▲ $22,669
Total Liabilities and Net Assets / Fund Balance$167,776$163,123▼ $4,653

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$101,545$133,322$234,867
Equipment$6,044$47,043$53,087
Leasehold Improvements$4,314$12,751$17,065
Land$3,500-$3,500
Compensation and Service Providers

Board Members and Trustees

NameTitle
Melissa JensenPresident
Preston BergPresident
Michelle WilsonVice President
Adam SilbernagelDirector
Carey JohnsonDirector
Jason SchuetzleDirector
Mary MattesonDirector
Dan LipsonSecretary
Rick WicklundTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,500
Program Service Revenue
$466,221
Investment Income
$7,438
Other Revenue
$29,601
All Other Contributions
$1,500
Change in Net Assets
$22,669
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$364,467
Other Expenses$117,624
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$227,942$92,876-$320,818
Payroll Taxes$17,899$7,293-$25,192
Insurance$18,344$1,649-$19,993
Other Employee Benefits$13,114$5,343-$18,457
All Other Expenses$11,616--$11,616
Depreciation Depletion$8,024--$8,024
Fees for Services Other-$7,893-$7,893
Office Expenses$3,626$3,625-$7,251
Other Expenses$4,530$1,846-$6,376
Fees for Services Accounting-$4,455-$4,455
Interest$1,223$1,223-$2,446
Total Functional Expenses$355,888$126,203$0$482,091
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Payroll Deductions$971
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Lake Region Halfway Homes Inc
EIN
41-1236274
Phone
2187399084
Address
217 N UNION AVE, FERGUS FALLS, MN 56537

Signing Officer

Name
Preston Berg
Title
President
Signed
2025-08-20
Discuss with paid preparer
Yes

Organization Details

Formed
1977
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
9
Employees
17
Volunteers
9

Preparer

Firm
Swenson Saurer Gerber Anderson & Co
Address
122 North Court, Fergus Falls, MN 56538
Preparer
Edwin a Anderson
Phone
2187365618
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IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3WORKERS COMPENSATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01846
IRS990/OtherExpensesGrp/ProgramServicesAmt024121
IRS990/OtherExpensesGrp/ProgramServicesAmt114709
IRS990/OtherExpensesGrp/ProgramServicesAmt210740
IRS990/OtherExpensesGrp/ProgramServicesAmt34530
IRS990/OtherExpensesGrp/TotalAmt024121
IRS990/OtherExpensesGrp/TotalAmt114709
IRS990/OtherExpensesGrp/TotalAmt210740
IRS990/OtherExpensesGrp/TotalAmt36376
IRS990/OtherLiabilitiesGrp/BOYAmt028122
IRS990/OtherLiabilitiesGrp/EOYAmt0971
IRS990/OtherRevenueMiscGrp/Desc0ERTC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt029601
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt029601
IRS990/OtherRevenueTotalAmt029601
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt092876
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0227942
IRS990/OtherSalariesAndWagesGrp/TotalAmt0320818
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07293
IRS990/PayrollTaxesGrp/ProgramServicesAmt017899
IRS990/PayrollTaxesGrp/TotalAmt025192
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PRIOR PERIOD ADJUSTMENT
IRS990/ProgramServiceRevenueGrp/Desc1ROOM AND BOARD
IRS990/ProgramServiceRevenueGrp/Desc2TREATMENT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0-35345
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1208058
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2293508
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0-35345
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1208058
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2293508
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01090
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0113870
IRS990/PYOtherRevenueAmt023
IRS990/PYProgramServiceRevenueAmt0421733
IRS990/PYRevenuesLessExpensesAmt0-74910
IRS990/PYSalariesCompEmpBnftPaidAmt0383889
IRS990/PYTotalExpensesAmt0497759
IRS990/PYTotalRevenueAmt0422849
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt022669
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031198
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0108370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0177207
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07438
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0501566
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0421733
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0522866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0539773
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0456362
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02442300
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07438
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07438
IRS990ScheduleA/InvestmentIncomeCYPct00.00280
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99720
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt02619507
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0503066
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0422823
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0554064
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0574822
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0564732
IRS990ScheduleA/Total509Grp/TotalAmt02619507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0510504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0422823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0554064
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0574822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0564732
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02626945
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0101545
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0133322
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0234867
IRS990ScheduleD/EquipmentGrp/BookValueAmt06044
IRS990ScheduleD/EquipmentGrp/DepreciationAmt047043
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt053087
IRS990ScheduleD/LandGrp/BookValueAmt03500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03500
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04314
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt012751
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt017065
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0971
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER PAYROLL DEDUCTIONS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0115403
IRS990ScheduleD/TotalLiabilityAmt0971
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0167776
IRS990/TotalAssetsEOYAmt0163123
IRS990/TotalAssetsGrp/BOYAmt0167776
IRS990/TotalAssetsGrp/EOYAmt0163123
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01500
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0126203
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0355888
IRS990/TotalFunctionalExpensesGrp/TotalAmt0482091
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034769
IRS990/TotalLiabilitiesEOYAmt07447
IRS990/TotalLiabilitiesGrp/BOYAmt034769
IRS990/TotalLiabilitiesGrp/EOYAmt07447
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0133007
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0155676

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