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Nonprofiteer
← EASTER SEALS MIDWEST

Form 990 for tax year 2023

Filed by EASTER SEALS MIDWEST.

Totals

Total revenue
$105,523,744
Total expenses
$94,447,515
Contributions and grants received
$2,087,668
Grants paid
$0
Program service revenue
$101,900,185
Investment income
$1,591,848
Other revenue
-$55,957
Total assets, end of year
$94,987,391
Total liabilities, end of year
$20,273,604
Net assets or fund balances, end of year
$74,713,787
Program services expenses (Part IX)
$81,721,423
Management and general expenses
$11,575,001
Fundraising expenses
$1,151,091
Program service expenses (Part III)
$81,721,423

Program services were 86.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $126,497

  • 1c · Fundraising events

    $920,562

  • 1e · Government grants (contributions)

    $72,046

  • 1f · All other contributions, gifts and grants

    $968,563

  • 1g · Noncash contributions included above

    $724,737

  • 2a · Program service revenue: COMMUNITY LIVING

    total $78,478,371 · related or exempt $78,478,371

  • 2b · Program service revenue: AUTISM SERVICES

    total $12,119,394 · related or exempt $12,119,394

  • 2c · Program service revenue: EMPLOYMENT SERVICES

    total $9,518,842 · related or exempt $9,518,842

  • 2d · Program service revenue: HOME VISITING PROGRAM

    total $1,783,578 · related or exempt $1,783,578

  • 3 · Investment income

    total $1,565,354 · excluded $1,565,354

  • 7a · Gross sales of assets other than inventory

    securities $944,080 · other assets $47,414

  • 7b · Less cost or other basis and sales expenses

    securities $965,000 · other assets $0

  • 7c · Gain or loss

    securities -$20,920 · other assets $47,414

  • 7d · Net gain or loss

    total $26,494 · excluded $26,494

  • 8a · Fundraising events: gross income

    $122,675

  • 8a · Fundraising events: contributions included on line 1c

    $920,562

  • 8b · Fundraising events: direct expenses

    $254,160

  • 8c · Net income from fundraising events

    total -$131,485 · excluded -$131,485

  • 11d · All other revenue

    total $75,528 · excluded $75,528

  • 11e · Other revenue, total

    $75,528

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,739,185 · program services $52,174 · management and general $1,436,972 · fundraising $250,039

  • 7 · Other salaries and wages

    total $69,562,838 · program services $63,397,998 · management and general $5,562,646 · fundraising $602,194

  • 8 · Pension plan contributions

    total $269,946 · program services $269,946

  • 9 · Other employee benefits

    total $6,516,844 · program services $5,851,593 · management and general $632,188 · fundraising $33,063

  • 10 · Payroll taxes

    total $5,406,886 · program services $4,865,200 · management and general $481,780 · fundraising $59,906

  • 11b · Fees: legal

    total $143,833 · management and general $143,833

  • 11c · Fees: accounting

    total $50,200 · management and general $50,200

  • 11f · Fees: investment management

    total $148,768 · management and general $148,768

  • 12 · Advertising and promotion

    total $121,622 · program services $4,847 · management and general $89,425 · fundraising $27,350

  • 13 · Office expenses

    total $886,281 · program services $726,142 · management and general $138,301 · fundraising $21,838

  • 14 · Information technology

    total $969,044 · program services $173,602 · management and general $793,046 · fundraising $2,396

  • 16 · Occupancy

    total $1,627,295 · program services $1,509,820 · management and general $103,629 · fundraising $13,846

  • 17 · Travel

    total $245,606 · program services $68,764 · management and general $156,817 · fundraising $20,025

  • 19 · Conferences, conventions and meetings

    total $322,618 · program services $20,034 · management and general $270,907 · fundraising $31,677

  • 20 · Interest

    total $178,582 · program services $103,595 · management and general $53,882 · fundraising $21,105

  • 22 · Depreciation, depletion and amortization

    total $1,018,268 · program services $771,849 · management and general $223,730 · fundraising $22,689

  • 23 · Insurance

    total $310,055 · program services $227,768 · management and general $71,544 · fundraising $10,743

  • 24a · Other expenses: AUTO EXPENSES

    total $1,895,071 · program services $1,836,267 · management and general $52,992 · fundraising $5,812

  • 24b · Other expenses: OUTSIDE SERVICES

    total $1,241,617 · program services $472,707 · management and general $759,948 · fundraising $8,962

  • 24c · Other expenses: CLIENT ASSISTANCE

    total $984,647 · program services $970,695 · management and general $13,952

  • 24d · Other expenses: EMPLOYEE COSTS

    total $314,449 · program services $33,092 · management and general $278,975 · fundraising $2,382

  • 24e · All other expenses

    total $493,860 · program services $365,330 · management and general $111,466 · fundraising $17,064

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,604,813 · end of year $15,703,849

  • 2 · Savings and temporary cash investments

    beginning of year $10,309,344 · end of year $16,082,937

  • 3 · Pledges and grants receivable

    beginning of year $328,902 · end of year $426,742

  • 4 · Accounts receivable

    beginning of year $10,417,138 · end of year $11,620,572

  • 9 · Prepaid expenses and deferred charges

    beginning of year $154,700 · end of year $519,968

  • 10a · Land, buildings and equipment: cost or other basis

    $12,130,207

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,180,730

  • 10c · Land, buildings and equipment, net

    beginning of year $6,843,484 · end of year $8,949,477

  • 11 · Investments: publicly traded securities

    beginning of year $29,930,715 · end of year $33,804,610

  • 15 · Other assets

    beginning of year $10,458,895 · end of year $7,879,236

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,732,138 · end of year $7,811,155

  • 19 · Deferred revenue

    beginning of year $0 · end of year $899,740

  • 23 · Secured mortgages and notes payable

    beginning of year $3,972,421 · end of year $3,524,528

  • 25 · Other liabilities

    beginning of year $5,234,326 · end of year $8,038,181

  • 27 · Net assets without donor restrictions

    beginning of year $55,069,607 · end of year $69,417,353

  • 28 · Net assets with donor restrictions

    beginning of year $5,039,499 · end of year $5,296,434

Mission and programs · 2023

Mission

TO ASSIST INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, INCLUDING AUTISM, HOW TO LEARN, LIVE, WORK, AND PARTICIPATE IN THE COMMUNITY.

Activities or mission (Part I)

TO ASSIST INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES LIVING IN OUR COMMUNITY.

  • COMMUNITY LIVING SERVICES PROVIDE HOMES WITH ON-SITE SUPPORT WHERE ADULTS WITH DEVELOPMENTAL DISABILITIES, INCLUDING AUTISM, CAN LIVE INDEPENDENT AND PRODUCTIVE LIVES IN THE COMMUNITY. THE PROGRAM ALSO PROVIDES TRAINING AND SUPPORT TO PEOPLE WITH DISABILITIES TO HELP THEM ACQUIRE VALUABLE SKILLS. INDIVIDUALS ARE ASSISTED IN LIVING IN INDEPENDENT, YET SUPPORTIVE ENVIRONMENTS, LEARNING VARIOUS HOME MANAGEMENT SKILLS AND DEVELOPING A SOCIAL SUPPORT NETWORK.

    Expenses $61,668,960 · Revenue $78,478,371

  • THE AUTISM SERVICES DIVISION WORKS WITH INDIVIDUALS WITH AUTISM AS WELL AS THEIR FAMILIES TO HELP THEM DEVELOP COMMUNICATION, SOCIAL SKILLS, AND BEHAVIOR MODIFICATION. AUTISM SERVICES CUSTOMIZES ITS SERVICES TO MEET EACH INDIVIDUAL'S AND FAMILY'S NEED FOR SUPPORT.

    Expenses $11,362,734 · Revenue $12,119,394

  • EMPLOYMENT SERVICES DEVELOPS EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS IN THE COMMUNITY, LOCATES PAYING POSITIONS, AND PROVIDES ON-THE-JOB SUPPORT. JOBS ARE CAREFULLY MATCHED TO MEET EACH INDIVIDUAL'S WORK PREFERENCES, SKILLS, AND SUPPORT NEEDS.

    Expenses $6,988,939 · Revenue $9,518,842

  • THE HOME VISITING PROGRAM WORKS WITH FAMILIES WHO HAVE CHILDREN WITH AND WITHOUT DISABILITIES 3 YEARS OF AGE AND UNDER, TO HELP LINK THEM TO ADDITIONAL RESOURCES IN THE COMMUNITY, TO HELP BUILD THEIR KNOWLEDGE AND SKILL BASE IN REGARDS TO PARENTING, AND TO MODEL APPROPRIATE PARENTING SKILLS. TRAINED PARENT EDUCATORS VISIT THE HOMES OF ELIGIBLE FAMILIES AND OFFER A VARIETY OF SERVICES, WHICH INCLUDE BUT ARE NOT LIMITED TO: GROUP TRAINING SESSIONS TARGETED AT VARIOUS TOPICS DEALING WITH CHILD DEVELOPMENT, CREATING HEALTHY FAMILIES, AND NETWORKING OPPORTUNITIES FOR THE FAMILIES; AND RESOURCES FOR CHILDREN IN THE HOME, INCLUDING BOOKS, DEVELOPMENTALLY APPROPRIATE TOYS FOR THEIR CHILD, AND INCENTIVES WHICH MAY INCLUDE CERTIFICATES THAT THEY MAY USE TO PURCHASE ITEMS FOR THEIR CHILDREN SUCH AS TOYS, BOOKS, SAFETY ITEMS, SAFE CRIBS, ETC.

    Expenses $1,700,790 · Revenue $1,783,578

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • GREG MEIER

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    3

  • JACQUELINE BARDGETT

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JENNY CROWE

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • CHRISTINA GREEN

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • SHARON ABEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • NATHAN BLACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHANIE BUSH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF FISCHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILL FRIED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THERESA GUEST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • COREY HAMILTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BRIAN KINMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHY KOPACH

    DIRECTOR (THRU 10/2023)

    Total calculated
    $0
    Hours/week
    1

  • TRINA OWENS-ROGERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LYDIA PADILLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEITH PETTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT RIRIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE SCHLOMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ED SPALTY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LUKE THOMPSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LYNN WALLIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WENDY SULLIVAN

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $436,763
    From this org
    $400,770
    From related orgs
    $0
    Other
    $35,993
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $333,218
    Bonus
    $67,552
    Other
    $0
    Deferred
    $22,500
    Nontaxable benefits
    $13,493
    Filer's total
    $436,763

  • JEFFREY ARLEDGE

    CHIEF FINANCIAL OFFICER

    Total calculated
    $251,021
    From this org
    $224,774
    From related orgs
    $0
    Other
    $26,247
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,774
    Bonus
    $0
    Other
    $0
    Deferred
    $4,713
    Nontaxable benefits
    $21,534
    Filer's total
    $251,021

  • JEAN MARSHALL

    CHIEF STRATEGY OFFICER

    Total calculated
    $257,109
    From this org
    $225,286
    From related orgs
    $0
    Other
    $31,823
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,286
    Bonus
    $0
    Other
    $0
    Deferred
    $13,947
    Nontaxable benefits
    $17,876
    Filer's total
    $257,109

  • THOMAS BARRY

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $240,134
    From this org
    $205,983
    From related orgs
    $0
    Other
    $34,151
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,983
    Bonus
    $0
    Other
    $0
    Deferred
    $20,866
    Nontaxable benefits
    $13,285
    Filer's total
    $240,134

  • LAUREL TAYLOR

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $234,262
    From this org
    $227,179
    From related orgs
    $0
    Other
    $7,083
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,179
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,083
    Filer's total
    $234,262

  • THEODORE CHAPMAN

    CHIEF PROGRAM OFFICER

    Total calculated
    $259,320
    From this org
    $229,659
    From related orgs
    $0
    Other
    $29,661
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,659
    Bonus
    $0
    Other
    $0
    Deferred
    $22,500
    Nontaxable benefits
    $7,161
    Filer's total
    $259,320

  • TIMOTHY MEEHLING

    VP INFORMATION TECHNOLOGY

    Total calculated
    $196,314
    From this org
    $174,045
    From related orgs
    $0
    Other
    $22,269
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,045
    Bonus
    $0
    Other
    $0
    Deferred
    $16,274
    Nontaxable benefits
    $5,995
    Filer's total
    $196,314

  • SHAWN ALLER

    IT DIRECTOR

    Total calculated
    $162,625
    From this org
    $151,792
    From related orgs
    $0
    Other
    $10,833
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,792
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $10,833
    Filer's total
    $162,625

  • AMANDA BARTOSCH

    ADMINISTRATION & FINANCE VP

    Total calculated
    $173,776
    From this org
    $146,266
    From related orgs
    $0
    Other
    $27,510
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,266
    Bonus
    $0
    Other
    $0
    Deferred
    $12,114
    Nontaxable benefits
    $15,396
    Filer's total
    $173,776

  • LINDSEY HENDERSON

    VP HUMAN RESOURCES

    Total calculated
    $142,988
    From this org
    $135,992
    From related orgs
    $0
    Other
    $6,996
    Hours/week
    40

  • GREGORY KRAMER

    GOVERNMENT RELATIONS VP

    Total calculated
    $147,080
    From this org
    $134,199
    From related orgs
    $0
    Other
    $12,881
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. IN ADDITION, THE CEO REVIEWS AND APPROVES THE COMPENSATION OF THE OTHER OFFICERS OF THE ORGANIZATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
21 February 2025
IRS schema version
2023v6.0
Source object
202520919349301812

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