Totals
- Total revenue
- $172,913,185
- Total expenses
- $171,495,218
- Contributions and grants received
- $136,006
- Grants paid
- $0
- Program service revenue
- $172,773,771
- Investment income
- $3,408
- Other revenue
- $0
- Total assets, end of year
- $18,278,487
- Total liabilities, end of year
- $10,367,087
- Net assets or fund balances, end of year
- $7,911,400
- Program services expenses (Part IX)
- $171,495,218
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $171,495,218
Program services were 100.0% 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.
-
1e · Government grants (contributions)
$136,006
-
2a · Program service revenue: SERVICE FEE REVENUE
total $172,773,771 · related or exempt $172,773,771
-
3 · Investment income
total $3,408 · excluded $3,408
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $144,776,512 · program services $144,776,512
-
10 · Payroll taxes
total $3,035,375 · program services $3,035,375
-
11a · Fees: management
total $6,347,784 · program services $6,347,784
-
11g · Fees: other
total $17,321,338 · program services $17,321,338
-
23 · Insurance
total $1,000 · program services $1,000
-
24a · Other expenses: PRINTING EXPENSE
total $7,074 · program services $7,074
-
24b · Other expenses: DUES AND MEMBERSHIPS
total $6,125 · program services $6,125
-
24c · Other expenses: BANK CHARGES
total $10 · program services $10
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,384,005 · end of year $136,006
-
4 · Accounts receivable
beginning of year $13,914,126 · end of year $13,864,108
-
9 · Prepaid expenses and deferred charges
beginning of year $351,175 · end of year $248,341
-
15 · Other assets
beginning of year $0 · end of year $4,030,032
-
17 · Accounts payable and accrued expenses
beginning of year $9,151,525 · end of year $10,367,087
-
25 · Other liabilities
beginning of year $1,004,348 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $6,493,433 · end of year $7,911,400
Mission and programs · 2022
Mission
PROVIDING SERVICES AND SUPPORTS TO PEOPLE WITH DISABILITIES AND OLDER ADULTS LIVING AT HOME IN THEIR COMMUNITY.
Activities or mission (Part I)
TO IMPROVE LIVES BY PROVIDING INDIVIDUALIZED HOME CARE SERVICES & SUPPORT TO PEOPLE LIVING AT HOME
-
PROVIDING SERVICES AND SUPPORTS TO PEOPLE WITH DISABILITIES AND OLDER ADULTS LIVING AT HOME IN THEIR COMMUNITY.
Expenses $171,495,218 · Revenue $172,773,771
As filed on the 2022 return.
Listed in Part VII
-
John DahmJOHN DAHM
CHIEF EXECUTIVE OFFICER
- Total calculated
- $551,644
- From this org
- $0
- From related orgs
- $543,339
- Other
- $8,305
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $400,000 related
- Bonus
- $0 + $91,853 related
- Other
- $0 + $51,486 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $8,305 related
- Filer's total
- $0 + $551,644 related
-
Mark HestonMARK HESTON
CHAIR
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Steve SuckowSTEVE SUCKOW
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.1 + 0.5 related
-
Karen SturmKAREN STURM
TREASURER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.5 related
-
Robin BrownROBIN BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.5 related
-
Mike NeillMIKE NEILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.5 related
-
Bonnie HaysBONNIE HAYS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.5 related
-
Monica TheisenMONICA THEISEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.5 related
-
Leann FretteLEANN FRETTE
CHIEF FINANCIAL OFFICER
- Total calculated
- $235,944
- From this org
- $0
- From related orgs
- $234,892
- Other
- $1,052
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $225,000 related
- Bonus
- $0
- Other
- $0 + $9,892 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $1,052 related
- Filer's total
- $0 + $235,944 related
-
Susan MorganSUSAN MORGAN
CHIEF OPERATIONS OFFICER
- Total calculated
- $257,524
- From this org
- $0
- From related orgs
- $249,219
- Other
- $8,305
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $249,219 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $8,305 related
- Filer's total
- $0 + $257,524 related
-
Amy HilsgenAMY HILSGEN
CHIEF HUMAN RESOURCE DIRECTOR
- Total calculated
- $151,229
- From this org
- $0
- From related orgs
- $150,536
- Other
- $693
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $150,536 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $693 related
- Filer's total
- $0 + $151,229 related
-
David HancoxDAVID HANCOX
CHIEF ADMINISTRATION OFFICER
- Total calculated
- $201,518
- From this org
- $0
- From related orgs
- $193,239
- Other
- $8,279
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $193,239 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $8,279 related
- Filer's total
- $0 + $201,518 related
-
Kristi Lyn MortensenKRISTI LYN MORTENSEN
CDCS WORKER
- Total calculated
- $114,545
- From this org
- $114,545
- From related orgs
- $0
- Other
- $0
- Hours/week
- 80
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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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 4B
- SERVICES MANAGEMENT GROUP HAS ENTERED INTO DEFERRED COMPENSATION PLANS FOR BOTH THE CEO AND CFO. THE DEFERRED COMPENSATION PLAN INCLUDES 240 MONTHLY PAYMENTS OF $3,000 FOR THE CEO UPON VESTING AND RETIREMENT, AND 120 MONTHLY PAYMENTS OF $2,083.33 FOR THE CFO UPON VESTING AND RETIREMENT.
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.
-
501(C)(3) · HOME CARE · MN · controlled entity
Directly controlled by CONSUMER CHOICE SERVICES INC
-
501(C)(3) · HOME CARE · MN · controlled entity
Directly controlled by CONSUMER CHOICE SERVICES INC
-
501(C)(3) · HOME CARE · MN · controlled entity
Directly controlled by CONSUMER CHOICE SERVICES INC
-
501(C)(3) · HOME CARE · MN · controlled entity
Directly controlled by CONSUMER CHOICE SERVICES INC
-
501(C)(3) · MANAGEMENT SERVICES · MN · controlled entity
Directly controlled by CONSUMER CHOICE SERVICES INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333179349303473
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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