Skip to content
Nonprofiteer
← ARROWHEAD ECONOMIC OPPORTUNITY AGENCY INCORPORATED

Form 990 for tax year 2022

Filed by ARROWHEAD ECONOMIC OPPORTUNITY AGENCY INCORPORATED.

Totals

Total revenue
$47,080,713
Total expenses
$43,144,453
Contributions and grants received
$36,334,438
Grants paid
$0
Program service revenue
$10,746,275
Investment income
$0
Other revenue
$0
Total assets, end of year
$34,722,208
Total liabilities, end of year
$10,518,615
Net assets or fund balances, end of year
$24,203,593
Program services expenses (Part IX)
$35,028,400
Management and general expenses
$8,086,372
Fundraising expenses
$29,681
Program service expenses (Part III)
$35,028,400

Program services were 81.2% 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

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $36,334,438

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Program Income

    total $10,746,275 · related or exempt $10,746,275 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

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

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,223,856 · management and general $1,223,856

  • 7 · Other salaries and wages

    total $15,214,455 · program services $12,587,910 · management and general $2,626,545

  • 8 · Pension plan contributions

    total $616,370 · program services $423,576 · management and general $192,794

  • 9 · Other employee benefits

    total $4,394,064 · program services $3,156,146 · management and general $1,237,918

  • 10 · Payroll taxes

    total $1,306,286 · program services $993,462 · management and general $312,824

  • 11b · Fees: legal

    total $48,295 · program services $33,928 · management and general $14,367

  • 11c · Fees: accounting

    total $75,712 · program services $16,075 · management and general $59,637

  • 11g · Fees: other

    total $579,737 · program services $378,656 · management and general $201,081

  • 12 · Advertising and promotion

    total $374,962 · program services $51,831 · management and general $323,131

  • 13 · Office expenses

    total $1,113,455 · program services $604,349 · management and general $504,906 · fundraising $4,200

  • 14 · Information technology

    total $460,095 · program services $315,008 · management and general $145,087

  • 16 · Occupancy

    total $1,762,427 · program services $1,425,394 · management and general $337,033

  • 17 · Travel

    total $1,698,071 · program services $1,584,178 · management and general $113,818 · fundraising $75

  • 19 · Conferences, conventions and meetings

    total $175,394 · program services $167,004 · management and general $8,390

  • 20 · Interest

    total $23,317 · program services $11,963 · management and general $11,354

  • 22 · Depreciation, depletion and amortization

    total $1,483,919 · program services $1,215,386 · management and general $268,533

  • 23 · Insurance

    total $467,584 · program services $458,650 · management and general $8,934

  • 24a · Other expenses: Repair and Maintenance

    total $2,757,959 · program services $2,710,402 · management and general $46,957 · fundraising $600

  • 24b · Other expenses: Client Services

    total $7,506,282 · program services $7,391,397 · management and general $93,074 · fundraising $21,811

  • 24c · Other expenses: Miscellaneous

    total $1,862,213 · program services $1,503,085 · management and general $356,133 · fundraising $2,995

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $9,722,546 · end of year $10,096,537

  • 4 · Accounts receivable

    beginning of year $5,583,431 · end of year $6,143,759

  • 7 · Other notes and loans receivable

    beginning of year $5,010,066 · end of year $1,751,549

  • 8 · Inventories for sale or use

    beginning of year $392,587 · end of year $437,616

  • 9 · Prepaid expenses and deferred charges

    beginning of year $260,895 · end of year $362,687

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

    $41,118,585

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

    $25,441,554

  • 10c · Land, buildings and equipment, net

    beginning of year $12,801,703 · end of year $15,677,031

  • 12 · Investments: other securities

    beginning of year $105,568 · end of year $58,930

  • 15 · Other assets

    beginning of year $80,420 · end of year $194,099

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,415,778 · end of year $1,946,622

  • 19 · Deferred revenue

    beginning of year $2,206,445 · end of year $1,723,513

  • 25 · Other liabilities

    beginning of year $10,067,660 · end of year $6,848,480

  • 27 · Net assets without donor restrictions

    beginning of year $20,013,369 · end of year $23,944,976

  • 28 · Net assets with donor restrictions

    beginning of year $253,964 · end of year $258,617

Mission and programs · 2022

Mission

Arrowhead Economic Opportunity Agency (AEOA) strengthens communities by providing opportunities for people experiencing social and economic challenges.

Activities or mission (Part I)

Arrowhead Economic Opportunty Agency (AEOA) strengthens communities by providing opportunities for people experiencing social and economic challenges

  • HOUSING SERVICES, MISSION: to build our communities by helping people meet their needs, have affordable, quality housing, and improve their quality of living. Our services are available in Cook, Lake, and St Louis Counties. The Housing Services provided include: Energy Assistance, Single-Family Rehabilitation, Weatherization, Business Energy Retrofit, Downtown Business Rehabilitation.

    Expenses $8,054,144 · Revenue $9,346,859

  • Arrowhead Transit Mission: to provide affordable, safe, accessible public transportation and supports independent living and self-reliance. Services provided, public transportation which is handicap accessible, for the residents of ten counties in Minnesota, the counties are: Aitkin, Carlton, Chisago, Cook, Itasca, Isanti, Koochiching, Lake, Pine and St. Louis. We provide flexible and affordable routes in every county, including Dial-a-Ride in several cities. In addition to public transportation Arrowhead Transit coordinates a volunteer driver program to meet medical needs in Koochiching, Lake, Carlton, and St. Louis Counties

    Expenses $9,885,186 · Revenue $17,112,109

  • SENIOR SERVICES MISSION: to help older adults meet the demands of daily living and improve the quality of their lives. Our services offered are: Aging Eye Initiative, Arrowhead RSVP, Bone Builders Exercise Classes, Cruising to Wellness, Food Shelves, Grocery Delivery Service, Juniper - Healthy Living as you Age, Live Well at Home, Medical Equipment Loan Closet, Nutrition Services for Seniors including Bundled Services, Meals on Wheels, and Senior Dining sites, Northland Volunteer Services, Rutabaga Project, Senior Carnival, Senior Partners Care (20% Medicare Write-off), Supplemental Nutrition Assistance Program Outreach, and Tax Assistance.

    Expenses $3,596,812 · Revenue $5,493,212

  • Other Program Services, Head Start, Mission: To work with young children and families on healthy pre-natal and early childhood development, school readiness, and supporting their success in life.. Some of the programs Arrowhead Head Start has are pre-school center based, pre-school home base, and Early Head Start Home based.

    Expenses $4,910,950 · Revenue $5,943,150

  • Other Program Services, Employment and Training, Mission is to enhance the employability and skills of individuals so that they may achieve their life goals. Some of the programs included are Adult Basic Education, Adult Scholarship Program, Career Pathways, Diversionary Work Program, Dislocated Worker Program, English Language Learning, Free at Last and Freestyle, Lives in Transition, Minnesota Family Investment Program, Senior Employment Programs, SSI/SSDI Outreach/Access and Recovery, Supplemental Nutrition Assistance Program Outreach and Employment Services, Youth Build.

    Expenses $3,281,563 · Revenue $3,796,646

  • Other Program Services, Housing Resources: To empower our communities by connecting people to programs that help them achieve their basic living needs, affordable housing, and improve their quality of living. Our services are available in Cook, Lake, and St Louis Counties. The Housing Resources provided include: Emergency & Transitional Housing, Homeless Youth Housing, Homeownership Education & Financial Assistance, Homeless Prevention & Re-housing, Housing Support Services for Adults with Serious Mental Illness, MNSure Marketplace Assistance, and Permanent Supportive Housing.

    Expenses $5,299,745 · Revenue $5,388,738

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Scott Zahorik

    Executive Director

    Total calculated
    $154,346
    From this org
    $142,913
    From related orgs
    $0
    Other
    $11,433
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,913
    Bonus
    $0
    Other
    $0
    Deferred
    $11,433
    Nontaxable benefits
    $0
    Filer's total
    $154,346

  • Cathy Pazzelli

    Human Resources Director, Assistant Exec Director

    Total calculated
    $142,881
    From this org
    $132,757
    From related orgs
    $0
    Other
    $10,124
    Hours/week
    40

  • Emily Celley

    Chief Financial Officer

    Total calculated
    $127,240
    From this org
    $120,334
    From related orgs
    $0
    Other
    $6,906
    Hours/week
    40

  • Marilyn Ocepek

    Senior Services Director

    Total calculated
    $123,895
    From this org
    $115,063
    From related orgs
    $0
    Other
    $8,832
    Hours/week
    40

  • Jan Francisco

    Employment Director

    Total calculated
    $112,801
    From this org
    $106,503
    From related orgs
    $0
    Other
    $6,298
    Hours/week
    40

  • David Johnson

    Housing Director

    Total calculated
    $111,595
    From this org
    $105,154
    From related orgs
    $0
    Other
    $6,441
    Hours/week
    40

  • Brandon Nurmi

    Transportation Director - started as director 11/26/22

    Total calculated
    $100,728
    From this org
    $95,186
    From related orgs
    $0
    Other
    $5,542
    Hours/week
    40

  • Jack Larson

    Transportation Director retired 12/30/2022

    Total calculated
    $97,547
    From this org
    $92,730
    From related orgs
    $0
    Other
    $4,817
    Hours/week
    40

  • Norman Ferris

    Head Start Director - retired 1/6/2023

    Total calculated
    $94,528
    From this org
    $89,727
    From related orgs
    $0
    Other
    $4,801
    Hours/week
    40

  • Emily Bombich

    Planning Director

    Total calculated
    $89,741
    From this org
    $89,741
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Ryan O'Connell

    Director Information Services - termed 4/21/2023

    Total calculated
    $88,559
    From this org
    $88,322
    From related orgs
    $0
    Other
    $237
    Hours/week
    40

  • Gabriel Johnson

    Headstart Director - started 11/25/2022

    Total calculated
    $45,427
    From this org
    $45,427
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Jeff Kletscher

    Board Member-Chairperson

    Total calculated
    $0
    Hours/week
    6

  • Kevin Adee

    Board Member-First Vice-Chairperson

    Total calculated
    $0
    Hours/week
    4

  • Laura Perry

    Board Member-Second Vice-Chairperson

    Total calculated
    $0
    Hours/week
    4

  • Thomas Cvar

    Board Member-Treasurer resigned 11/2022

    Total calculated
    $0
    Hours/week
    6

  • Dana Waldron

    Board Member-Board Treasurer start 12/2022

    Total calculated
    $0
    Hours/week
    6

  • Cherri Averill-Manner

    Board Member - Secretary start 2/2023

    Total calculated
    $0
    Hours/week
    4

  • Ben DeNucci

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Bethany Johnson

    Board Member resigned 2/2023

    Total calculated
    $0
    Hours/week
    2

  • Beverly Green

    Board Member resigned 10/2022

    Total calculated
    $0
    Hours/week
    2

  • Bob Larkin

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Cathy Zelinski

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • David Abazs

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • David Mills

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Gary Peterson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Keith Nelson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Laurie Westerlund

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Les Northrup

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Marisa Fontaine

    Board Member resigned 10/2022

    Total calculated
    $0
    Hours/week
    2

  • Michael Jugovich

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Paul McDonald

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Peter Walsh

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Reggie Engebretson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Robert Hietala

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Robin Raplinger

    Board Member resigned 10/2022

    Total calculated
    $0
    Hours/week
    2

  • Romit Jha

    Board Member started 8/2022

    Total calculated
    $0
    Hours/week
    2

  • Tina Koecher

    Board Member started 8/2022

    Total calculated
    $0
    Hours/week
    2

  • Casey Venema

    Board Member started 1/2023

    Total calculated
    $0
    Hours/week
    2

  • Derrick Goutermount

    Board Member started 4/2023

    Total calculated
    $0
    Hours/week
    2

  • Michael Kearney

    Board Member started 1/2023

    Total calculated
    $0
    Hours/week
    2

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 · 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

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
2022
Filed
18 April 2024
IRS schema version
2022v5.0
Source object
202411149349301411

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

The source document this was parsed from is served over the API, which is where bulk and document access live.