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Nonprofiteer
← CASSIA

Form 990 for tax year 2024

Filed by CASSIA.

Totals

Total revenue
$2,377,268
Total expenses
$885,371
Contributions and grants received
$1,570,719
Grants paid
$75,480
Program services expenses (Part IX)
$80,381
Management and general expenses
$148,439
Fundraising expenses
$656,551
Program service expenses (Part III)
$80,381

Program services were 9.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT DAHL

    PRESIDENT/CEO

    Total calculated
    $822,196
    From this org
    $0
    From related orgs
    $684,664
    Other
    $137,532
    Hours/week
    0.08 + 39.92 related

    Schedule J breakdown matched by us

    Base
    $0 + $588,985 related
    Bonus
    $0 + $76,959 related
    Other
    $0 + $18,721 related
    Deferred
    $0 + $116,567 related
    Nontaxable benefits
    $0 + $20,965 related
    Filer's total
    $0 + $822,197 related
  • KATHY YOUNGQUIST

    CHIEF FINANCIAL OFFICER

    Total calculated
    $584,006
    From this org
    $0
    From related orgs
    $487,791
    Other
    $96,215
    Hours/week
    0.08 + 39.92 related

    Schedule J breakdown matched by us

    Base
    $0 + $351,411 related
    Bonus
    $0 + $12,030 related
    Other
    $0 + $124,350 related
    Deferred
    $0 + $75,355 related
    Nontaxable benefits
    $0 + $20,860 related
    Filer's total
    $0 + $584,006 related
  • MATTHEW KERN

    CHIEF OPERATING OFFICER

    Total calculated
    $487,527
    From this org
    $0
    From related orgs
    $383,964
    Other
    $103,563
    Hours/week
    0.08 + 39.92 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,303 related
    Bonus
    $0 + $36,869 related
    Other
    $0 + $792 related
    Deferred
    $0 + $74,517 related
    Nontaxable benefits
    $0 + $29,046 related
    Filer's total
    $0 + $487,527 related
  • KATHY KOPP

    CHIEF STRATEGIC OFFICER

    Total calculated
    $437,591
    From this org
    $0
    From related orgs
    $332,589
    Other
    $105,002
    Hours/week
    0.08 + 39.92 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,597 related
    Bonus
    $0 + $56,962 related
    Other
    $0 + $2,030 related
    Deferred
    $0 + $77,759 related
    Nontaxable benefits
    $0 + $27,243 related
    Filer's total
    $0 + $437,591 related
  • ANGELA BROWN

    CHIEF HUMAN RESOURCE OFFICER

    Total calculated
    $364,082
    From this org
    $0
    From related orgs
    $280,679
    Other
    $83,403
    Hours/week
    0.08 + 39.92 related

    Schedule J breakdown matched by us

    Base
    $0 + $231,448 related
    Bonus
    $0 + $8,151 related
    Other
    $0 + $41,080 related
    Deferred
    $0 + $53,111 related
    Nontaxable benefits
    $0 + $30,291 related
    Filer's total
    $0 + $364,081 related
  • SHARON WILSON

    CHIEF CLINICAL AND COMPLIANCE OFFICER

    Total calculated
    $340,601
    From this org
    $0
    From related orgs
    $278,093
    Other
    $62,508
    Hours/week
    0.08 + 39.92 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,833 related
    Bonus
    $0 + $30,829 related
    Other
    $0 + $4,431 related
    Deferred
    $0 + $52,963 related
    Nontaxable benefits
    $0 + $9,545 related
    Filer's total
    $0 + $340,601 related
  • MATTHEW CRAWFORD

    VP OF PHILANTHROPY

    Total calculated
    $241,788
    From this org
    $185,740
    From related orgs
    $0
    Other
    $56,048
    Hours/week
    40 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $173,786
    Bonus
    $11,604
    Other
    $350
    Deferred
    $39,200
    Nontaxable benefits
    $16,848
    Filer's total
    $241,788
  • CHARLES PARKS

    CHAIR AND DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • KEVIN BERGMAN

    VICE CHAIR AND DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • JON ADDINGTON

    SECRETARY AND DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • MICHAEL ADERINKOMI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • ERIK ELLINGSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • PAUL FOX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • LAWRENCE KULA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • CINDY MORRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • ROBERT NORMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • PATRICK NUSS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • JERRY NYE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • SCOTT RAMSDALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • JONE TIFFANY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • MICHELENE VERLAUTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • LORES VLAMINCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • NIKKI WEBBER DANIELS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • AARON YOUNGDAHL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • PAUL ANDERSON

    DIRECTOR (THRU MARCH)

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

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 — 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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 5a · Pay contingent on this organization's revenues

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 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)

Schedule J, Part I, Line 1a
CASSIA AND ITS AFFILIATES PROVIDE VEHICLE BENEFITS FOR SOME OF ITS OFFICERS AND KEY EMPLOYEES. THE EMPLOYEE IS RESPONSIBLE FOR TRACKING BUSINESS VERSUS PERSONAL USE OF THE VEHICLE. THE PERSONAL USAGE OF THE VEHICLES IS TREATED AS TAXABLE COMPENSATION BY CASSIA AND ITS AFFILIATES.
Schedule J, Part I, Line 3
THE CORPORATION USES THE FOLLOWING PRACTICES TO ESTABLISH THE COMPENSATION OF THE PRESIDENT/CEO: INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY AND RECOMMENDATIONS FROM THE CASSIA COMPENSATION COMMITTEE TO THE BOARD OF DIRECTORS.
Schedule J, Part I, Line 4
THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PROVIDED BY CASSIA SERVICES: KATHY YOUNGQUIST, CFO - $9,670 MATTHEW KERN, COO - $35,639 ANGELA BROWN, CHRO - $24,284
Schedule J, Part I, Line 5
OFFICERS OF CASSIA SERVICES AND KEY EMPLOYEES OF CASSIA AND ITS AFFILIATES ARE ELIGIBLE TO ACCRUE INCENTIVE BONUSES EACH YEAR THAT ARE CONTINGENT ON PERFORMANCE METRICS AND FINANCIAL GOALS OF THE ORGANIZATION.
Schedule J, Part II
ALL OFFICERS' COMPENSATION WAS PAID BY CASSIA SERVICES, THE MANAGEMENT SERVICES COMPANY.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.0
Source object
202503119349304145

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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