Civic Intelligence

Cokato Charitable Trust C/O Cokato Manor

EIN 41-1456124 • 501(c)3 • Cokato, MN

Profile

The purpose of Cokato Charitable Trust division is to provide quality health and housing services that enhance the quality of life and maintain a maximum level of functioning for our residents.

182 Sunset AveCokato, MN 55321-9620

www.cokatoseniorcare.com

Siviq Scores

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

Liabilities / Assets

71st percentile

0.41x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.47x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

28th percentile

$124,697

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

22%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$11,205,917

Up $1,549,102 (+16%) from 2023

Liabilities

Down

$4,606,301

Down $569,970 (-11%) from 2023

Net Assets

Up

$6,599,616

Up $2,119,072 (+47%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin74th percentile

Revenue

Up

$9,850,110

Up $1,793,821 (+22%) from 2023

Expenses

Up

$7,888,791

Up $665,524 (+9.2%) from 2023

Net Income

Up

$1,961,319

Up $1,128,297 (+135%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$15M$10M$5.0M$0Assets 2010: $10,300,800Liabilities 2010: $10,080,805Net Assets 2010: $219,9952010Assets 2011: $10,590,194Liabilities 2011: $9,784,981Net Assets 2011: $805,2132011Assets 2012: $10,787,081Liabilities 2012: $9,560,166Net Assets 2012: $1,226,9152012Assets 2013: $10,804,572Liabilities 2013: $9,276,581Net Assets 2013: $1,527,9912013Assets 2014: $10,411,336Liabilities 2014: $8,832,019Net Assets 2014: $1,579,3172014Assets 2015: $10,103,000Liabilities 2015: $8,452,307Net Assets 2015: $1,650,6932015Assets 2016: $9,797,741Liabilities 2016: $8,122,804Net Assets 2016: $1,674,9372016Assets 2017: $9,609,709Liabilities 2017: $7,543,330Net Assets 2017: $2,066,3792017Assets 2018: $9,485,635Liabilities 2018: $7,084,370Net Assets 2018: $2,401,2652018Assets 2019: $9,192,499Liabilities 2019: $6,783,303Net Assets 2019: $2,409,1962019Assets 2020: $10,048,520Liabilities 2020: $7,633,746Net Assets 2020: $2,414,7742020Assets 2021: $9,103,416Liabilities 2021: $6,113,405Net Assets 2021: $2,990,0112021Assets 2022: $9,130,389Liabilities 2022: $5,498,929Net Assets 2022: $3,631,4602022Assets 2023: $9,656,815Liabilities 2023: $5,176,271Net Assets 2023: $4,480,5442023Assets 2024: $11,205,917Liabilities 2024: $4,606,301Net Assets 2024: $6,599,6162024

Highlighted filing

2024

Assets$11,205,917
Liabilities$4,606,301
Net Assets$6,599,616
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $6,038,4492010Expenses 2011: $6,058,7112011Expenses 2012: $6,132,0942012Revenue 2013: $6,538,073Expenses 2013: $6,204,757Net Income 2013: $333,3162013Revenue 2014: $6,202,772Expenses 2014: $6,157,275Net Income 2014: $45,4972014Revenue 2015: $6,566,072Expenses 2015: $6,480,018Net Income 2015: $86,0542015Revenue 2016: $6,682,730Expenses 2016: $6,670,234Net Income 2016: $12,4962016Revenue 2017: $7,451,365Expenses 2017: $7,034,158Net Income 2017: $417,2072017Revenue 2018: $7,519,201Expenses 2018: $7,139,088Net Income 2018: $380,1132018Revenue 2019: $7,776,374Expenses 2019: $7,802,065Net Income 2019: -$25,6912019Revenue 2020: $7,856,214Expenses 2020: $7,879,868Net Income 2020: -$23,6542020Revenue 2021: $8,785,306Expenses 2021: $8,258,297Net Income 2021: $527,0092021Revenue 2022: $8,893,560Expenses 2022: $8,004,275Net Income 2022: $889,2852022Revenue 2023: $8,056,289Expenses 2023: $7,223,267Net Income 2023: $833,0222023Revenue 2024: $9,850,110Expenses 2024: $7,888,791Net Income 2024: $1,961,3192024

Highlighted filing

2024

Revenue$9,850,110
Expenses$7,888,791
Net Income$1,961,319
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,205,917
Liabilities
$4,606,301
Net assets
$6,599,616
Revenue
$9,850,110
Expenses
$7,888,791
Net income
$1,961,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.2$4.61$6.60$9.85$7.89$1.96
2023Detailed filing. Detailed filing data is available for this year.$9.66$5.18$4.48$8.06$7.22$0.83
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.13$5.50$3.63$8.89$8.00$0.89
2021Detailed filing. Detailed filing data is available for this year.$9.10$6.11$2.99$8.79$8.26$0.53
2020Detailed filing. Detailed filing data is available for this year.$10.0$7.63$2.41$7.86$7.88$0.02
2019Detailed filing. Detailed filing data is available for this year.$9.19$6.78$2.41$7.78$7.80$0.03
2018Detailed filing. Detailed filing data is available for this year.$9.49$7.08$2.40$7.52$7.14$0.38
2017Detailed filing. Detailed filing data is available for this year.$9.61$7.54$2.07$7.45$7.03$0.42
2016Detailed filing. Detailed filing data is available for this year.$9.80$8.12$1.67$6.68$6.67$0.01
2015Detailed filing. Detailed filing data is available for this year.$10.1$8.45$1.65$6.57$6.48$0.09
2014Detailed filing. Detailed filing data is available for this year.$10.4$8.83$1.58$6.20$6.16$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$9.28$1.53$6.54$6.20$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$9.56$1.23$6.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$9.78$0.81$6.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$10.1$0.22$6.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 5, 2025
Return Version
2023v6.0
Gross Receipts
$9,859,340
Mission and Program Overview

Mission

The purpose of cokato charitable trust division is to provide quality health and housing services that enhance the quality of life and maintain a maximum level of functioning for our customers.

Provide elderly persons housing and services to meet physical, social, and psychological needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,637,827$5,025,988▲ $1,388,161
Investments in Publicly Traded Securities$3,278,986$3,901,019▲ $622,033
Accounts Receivable$648,531$1,336,538▲ $688,007
Savings and Temporary Cash Investments$2,028,487$876,480▼ $1,152,007
Prepaid Expenses and Deferred Charges$62,984$65,892▲ $2,908
Total Assets$9,656,815$11,205,917▲ $1,549,102
Liabilities
Tax Exempt Bond Liabilities$4,307,567$3,799,392▼ $508,175
Accounts Payable and Accrued Expenses$633,192$579,094▼ $54,098
Other Liabilities$224,962$224,962→ $0
Escrow Account Liability$10,550$2,853▼ $7,697
Total Liabilities$5,176,271$4,606,301▼ $569,970
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,480,544$6,599,616▲ $2,119,072
Total Net Assets Fund Balance$4,480,544$6,599,616▲ $2,119,072
Total Liabilities and Net Assets / Fund Balance$9,656,815$11,205,917▲ $1,549,102

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,918,772$9,092,822$13,011,594
Equipment$598,481$1,351,018$1,949,499
Other Land Buildings$318,110$260,226$578,336
Land$190,625-$190,625
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tresha MelquistAdministrator/CEOFT$107,230$17,467$124,697
Jamie ChristiansonOffice ManagerFT$71,777$8,294$80,071

Board Members and Trustees

NameTitle
Steven HansonChair
Allan AndersonVice Chair
Cindy LuhmanTrustee
Dean SvelaTrustee
Jesse CarlsonTrustee
Kate KeithTrustee
Peter BortnemTrustee
Peggy CarlsonSecretary/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Eide BaillyAccounting800 Nicollet Mall, Minneapolis, MN 55402-7033$311,013
Crown ExteriorsConstruction Services434 Hale Ave NW, Oakdale, MN 55128$215,268
Pro RehabTherapy Services19 Central Ave, Buffalo, MN 55313$208,408
Fusion Medical StaffingPool Staffing AgencyPO Box 30133, Omaha, NE 68103$140,132
GrapeTree Medical StaffingPool Staffing AgencyPO Box 5340, Sioux Falls, SD 57117-5340$136,311
Revenue and Support

Revenue Composition

Contributions and Grants
$401,813
Program Service Revenue
$9,019,938
Investment Income
$175,085
Other Revenue
$253,274
All Other Contributions
$15,015
Change in Net Assets
$1,961,319

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,859,340
Revenue Not Reported on Financial Statements
$-9,230
Revenue Not Reported on Form 990
$157,753
Other Revenue Adjustments
$-9,230
Total Revenue per Audited Statements
$10,017,093
Total Revenue per Form 990
$9,850,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,796,041
Other Expenses$3,042,512
Grants and Similar Amounts Paid$50,238
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,770,482$87,251-$3,857,733
Office Expenses$656,759$29,207-$685,966
Fees for Services Other$618,672--$618,672
Depreciation Depletion$582,267$34,737-$617,004
Other Employee Benefits$371,092$3,680-$374,772
Payroll Taxes$296,553$23,159-$319,712
Occupancy$288,199$16,122-$304,321
Current Officers, Directors, Trustees, and Key Employees-$243,824-$243,824
Interest$195,202$11,004-$206,206
Insurance$111,058$6,626-$117,684
All Other Expenses$11,184$50,109-$61,293
Grants to Domestic Individuals$50,238--$50,238
Fees for Services Accounting-$26,306-$26,306
Other Expenses$24,800$47,778-$24,800
Advertising-$16,968-$16,968
Fees for Services Legal-$15,629-$15,629
Conferences and Meetings$6,619$4,101-$10,720
Travel-$4,787-$4,787
Total Functional Expenses$7,267,503$621,288$0$7,888,791

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,898,021
Expenses per Audited Statements$7,888,791
Total Expenses per Form 990$7,888,791
Expenses Not Reported on Form 990$9,230
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,230
Fundraising Gross Income$2,430
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$22,550$2,430$214$2,216
Total Events$22,550$2,430$9,230$-6,800
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advances$224,962

Bond Issues

BondIssuerIssuedIssue PricePurpose
BCity of Cokato2006-11-01$5,077,872Refund bonds issued 7/8/1999 & renovations to nursing facility
ACity of Cokato2012-12-27$4,052,282Refund bonds issued 4/29/2004

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$5,077,872$2,392,243$2,447,872$101,557
A$4,052,282$3,796,185$2,792,282$81,046

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
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 8B

“There are no committees with the authority to act on behalf of the board.”

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

“The Administrator reviews the Form 990, addressing any comments or changes. Before the return is filed, a copy is provided to the board.”

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

“Cokato Charitable Trust (CCT) has a conflict of interest policy to protect the interest of the organization when contemplating entering into a transaction or arrangement that might benefit the private interest of a member of the Board or key staff of CCT or might result in a possible excess benefit transaction. On an annual basis interested persons, any board member or staff member of CCT who has a direct or indirect financial interest, disclose any conflicts. After disclosure of a financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board meeting while the determination of a conflict of interest is discussed and voted upon. Any disclosed conflicts are addressed by the governing board that determines if the transaction or arrangement is in CCT's best interest, for its own benefit, and whether it is fair and reasonable.”

Form 990, Part VI, Section B, line 15A

“The Board of Directors used comparative salary information from data compiled by LeadingAge Minnesota in determining compensation. This was completed during this fiscal year.”

Form 990, Part VI, Section C, line 19

“The organization does not make these documents available to the general public.”

Filing and Contact Details

Filer

Filer Name
Cokato Charitable Trust
EIN
41-1456124
Phone
3202862158
Address
182 Sunset Ave, Cokato, MN 55321-9620

Signing Officer

Name
Tresha Melquist
Title
Administrator
Phone
3202862158
Signed
2025-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tresha Melquist
Formed
1983
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
199
Volunteers
18

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Heidi Sachs
Phone
6122536500
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B:

“The Trust acts as custodian for the funds of the residents.”

Part X, Line 2:

“The Trust believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and, as such, does not have any uncertain tax positions that are material to the financial statements. The Trust would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

Part XI, Line 4B - Other Adjustments:

“Fundraising expenses included in revenue -9,230.”

Part XII, Line 2D - Other Adjustments:

“Fundraising expenses included in revenue 9,230.”

Raw XML AppendixShowing 400 of 662 raw XML fields

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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