Totals
- Total revenue
- $921,384
- Total expenses
- $834,380
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $447,628
- Investment income
- $473,756
- Other revenue
- $0
- Total assets, end of year
- $3,631,569
- Total liabilities, end of year
- $6,006,390
- Net assets or fund balances, end of year
- -$2,374,821
- Program services expenses (Part IX)
- $780,032
- Management and general expenses
- $54,348
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $780,032
Program services were 93.5% 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.
-
2a · Program service revenue: Client Service Fees
total $381,239 · related or exempt $381,239
-
2b · Program service revenue: Other Revenue
total $66,389 · related or exempt $66,389
-
7a · Gross sales of assets other than inventory
other assets $746,575
-
7b · Less cost or other basis and sales expenses
other assets $272,819
-
7c · Gain or loss
other assets $473,756
-
7d · Net gain or loss
total $473,756 · excluded $473,756
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $190,706 · program services $190,706
-
8 · Pension plan contributions
total $17,599 · program services $17,599
-
9 · Other employee benefits
total $7,205 · program services $7,205
-
10 · Payroll taxes
total $14,914 · program services $14,914
-
11b · Fees: legal
total $1,381 · management and general $1,381
-
11g · Fees: other
total $15,396 · program services $15,396
-
13 · Office expenses
total $6,043 · program services $6,043
-
14 · Information technology
total $1,861 · program services $1,861
-
16 · Occupancy
total $105,155 · program services $105,155
-
17 · Travel
total $3,150 · program services $3,150
-
19 · Conferences, conventions and meetings
total $14 · program services $14
-
20 · Interest
total $2,500 · program services $2,500
-
22 · Depreciation, depletion and amortization
total $262,051 · program services $262,051
-
23 · Insurance
total $48,328 · program services $48,328
-
24a · Other expenses: Repairs & Maintenance
total $73,324 · program services $73,324
-
24b · Other expenses: Allocated Administrativ
total $52,967 · management and general $52,967
-
24c · Other expenses: Equipment Expense
total $19,806 · program services $19,806
-
24d · Other expenses: Recruitment Expense
total $11,980 · program services $11,980
Balance sheet
Part X, book values.
-
4 · Accounts receivable
beginning of year $3,408 · end of year $50,792
-
9 · Prepaid expenses and deferred charges
beginning of year $235
-
10a · Land, buildings and equipment: cost or other basis
$7,964,160
-
10b · Land, buildings and equipment: accumulated depreciation
$4,383,383
-
10c · Land, buildings and equipment, net
beginning of year $3,896,630 · end of year $3,580,777
-
15 · Other assets
beginning of year $81,117
-
17 · Accounts payable and accrued expenses
beginning of year $9,421 · end of year $16,038
-
23 · Secured mortgages and notes payable
beginning of year $2,540,624 · end of year $2,437,124
-
25 · Other liabilities
beginning of year $3,893,170 · end of year $3,553,228
-
27 · Net assets without donor restrictions
beginning of year -$2,461,825 · end of year -$2,374,821
Mission and programs · 2023
Mission
Tasks Unlimited Lodges owns and maintains the lodges used by related organizations to provide housing for serious and persistent mentally ill adults.
Activities or mission (Part I)
Property management & leasing corporation that owns/maintains buildings used by related entities.
-
Tasks Unlimited Lodges owns and maintains multiple homes that are integrated in communities across the Twin Cities, providing stable and supported housing for individuals with severe and persistent mental illness.
Expenses $780,032 · Revenue $447,628
As filed on the 2023 return.
Listed in Part VII
-
Rodger Skare
Chair
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Dana Scarlett
Secretary/Treasurer
- Total calculated
- $105,705
- From this org
- $0
- From related orgs
- $94,954
- Other
- $10,751
- Hours/week
- 2 + 38 related
-
James Paulet
Director
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
Michael Maus
Director
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
Greg Anderson
Director (as of Mar '23)
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Karen Johnston
Executive Director (thru Oct '23)
- Total calculated
- $198,745
- From this org
- $0
- From related orgs
- $181,327
- Other
- $17,418
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $181,327 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $11,081 related
- Nontaxable benefits
- $0 + $6,686 related
- Filer's total
- $0 + $199,094 related
-
Trevor Johnson
Executive Director (as of Nov '23)
- Total calculated
- $17,001
- From this org
- $0
- From related orgs
- $16,634
- Other
- $367
- Hours/week
- 2 + 38 related
-
Heather Simon Carlson
Chief Financial Officer
- Total calculated
- $133,752
- From this org
- $0
- From related orgs
- $120,027
- Other
- $13,725
- Hours/week
- 2 + 38 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, 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
None.
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 organization relies upon Tasks Unlimited, Inc., the related parent organization, to determine the compensation for the Executive Director.
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) · Administrative Support for Tasks Unlimited Organizations · MN
-
Tasks Unlimited Building Services
501(c)(3) · Training and Employment · MN
Directly controlled by Tasks Unlimited Inc
-
Tasks Unlimited Mental Health Services
501(c)(3) · Mental Health Support · MN
Directly controlled by Tasks Unlimited Inc
-
Tasks Unlimited Training Center
501(c)(3) · Treatment and Skills Training · MN
Directly controlled by Tasks Unlimited Inc
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403099349302650
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