Skip to content
Nonprofiteer
← SYSTEMS UNLIMITED INC

Form 990 for tax year 2023

Filed by SYSTEMS UNLIMITED INC.

Totals

Total revenue
$45,514,501
Total expenses
$44,109,708
Contributions and grants received
$704,828
Grants paid
$0
Program service revenue
$43,999,213
Investment income
$773,328
Other revenue
$37,132
Total assets, end of year
$30,260,125
Total liabilities, end of year
$6,872,142
Net assets or fund balances, end of year
$23,387,983
Program services expenses (Part IX)
$36,533,495
Management and general expenses
$7,576,213
Fundraising expenses
$0
Program service expenses (Part III)
$36,533,495

Program services were 82.8% 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)

    $662,297

  • 1f · All other contributions, gifts and grants

    $42,531

  • 2a · Program service revenue: MEDICARE/MEDICAID

    total $42,823,028 · related or exempt $42,823,028

  • 2b · Program service revenue: GOVERNMENT CONTRACTS

    total $1,066,823 · related or exempt $1,066,823

  • 2c · Program service revenue: MANAGEMENT FEES

    total $109,362 · related or exempt $109,362

  • 3 · Investment income

    total $760,077 · excluded $760,077

  • 7a · Gross sales of assets other than inventory

    other assets $129,996

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

    other assets $116,745

  • 7c · Gain or loss

    other assets $13,251

  • 7d · Net gain or loss

    total $13,251 · related or exempt $13,251

  • 8a · Fundraising events: gross income

    $29,047

  • 8c · Net income from fundraising events

    total $29,047 · excluded $29,047

  • 11a · Other revenue: OTHER INCOME

    total $6,701 · excluded $6,701

  • 11b · Other revenue: MISC REVENUE

    total $1,384 · excluded $1,384

  • 11e · Other revenue, total

    $8,085

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $429,373 · program services $47,840 · management and general $381,533

  • 7 · Other salaries and wages

    total $32,182,857 · program services $28,583,635 · management and general $3,599,222

  • 8 · Pension plan contributions

    total $436,398 · program services $325,054 · management and general $111,344

  • 9 · Other employee benefits

    total $3,648,061 · program services $2,690,006 · management and general $958,055

  • 10 · Payroll taxes

    total $2,389,142 · program services $2,103,405 · management and general $285,737

  • 11b · Fees: legal

    total $18,456 · management and general $18,456

  • 11c · Fees: accounting

    total $46,827 · management and general $46,827

  • 11g · Fees: other

    total $39,359 · management and general $39,359

  • 13 · Office expenses

    total $649,363 · program services $93,440 · management and general $555,923

  • 16 · Occupancy

    total $1,148,019 · program services $999,591 · management and general $148,428

  • 17 · Travel

    total $939,594 · program services $876,316 · management and general $63,278

  • 20 · Interest

    total $49,308 · management and general $49,308

  • 22 · Depreciation, depletion and amortization

    total $840,810 · program services $563,872 · management and general $276,938

  • 23 · Insurance

    total $239,818 · program services $99,302 · management and general $140,516

  • 24a · Other expenses: SERVICE FEES

    total $434,529 · program services $10 · management and general $434,519

  • 24b · Other expenses: RECRUITING & RETENTION

    total $236,808 · management and general $236,808

  • 24c · Other expenses: STAFF TRAINING

    total $150,769 · program services $59,176 · management and general $91,593

  • 24d · Other expenses: CONSUMER SUPPLIES

    total $129,292 · program services $91,848 · management and general $37,444

  • 24e · All other expenses

    total $100,925 · management and general $100,925

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,350 · end of year $1,650

  • 2 · Savings and temporary cash investments

    beginning of year $13,551,788 · end of year $12,681,002

  • 4 · Accounts receivable

    beginning of year $3,512,906 · end of year $4,022,811

  • 9 · Prepaid expenses and deferred charges

    beginning of year $473,897 · end of year $588,032

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

    $22,029,805

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

    $10,486,031

  • 10c · Land, buildings and equipment, net

    beginning of year $9,811,446 · end of year $11,543,774

  • 12 · Investments: other securities

    beginning of year $27,494 · end of year $27,494

  • 15 · Other assets

    beginning of year $1,781,487 · end of year $1,395,362

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,084,722 · end of year $3,423,271

  • 19 · Deferred revenue

    beginning of year $171,222 · end of year $58,852

  • 21 · Escrow or custodial account liability

    beginning of year $740,230 · end of year $619,354

  • 23 · Secured mortgages and notes payable

    beginning of year $1,278,282 · end of year $1,134,505

  • 25 · Other liabilities

    beginning of year $1,902,722 · end of year $1,636,160

  • 27 · Net assets without donor restrictions

    beginning of year $21,653,518 · end of year $23,274,209

  • 28 · Net assets with donor restrictions

    beginning of year $329,672 · end of year $113,774

Mission and programs · 2023

Mission

PARTNERING WITH PEOPLE WHO HAVE DISIBILITIES AND MENTAL HEALTH NEEDS TO ADVANCE THEIR PERSONAL INDEPENDENCE, DIGNITY AND GROWTH. SYSTEMS UNLIMITED WILL SET THE STANDARD FOR SERVICES THAT REMOVE BARRIERES TO INDEPENDENCE AND INSPIRE THE PEOPLE WE SERVE TO ACHIEVE THEIR PERSONAL SUCCESS. OUR CORE VALUES ARE: WE BELIEVE EVERYONE IS IMPORTANT, WE ACT WITH INTEGRITY, WE SUPPORT THE RIGHT TO MAKE CHOICES, WE VALUE CONSTANT LEARNING, AND WE EMBRACE DIVERSITY.

Activities or mission (Part I)

PARTNERING WITH PEOPLE WHO HAVE DISIBILITIES AND MENTAL HEALTH NEEDS TO ADVANCE THEIR PERSONAL INDEPENDENCE, DIGNITY, AND GROWTH.

  • SUPPORTED LIVING SERVICES: PROVIDES SUPPORTED COMMUNITY LIVING SERVICES TO CHILDREN AND ADULTS IN THEIR OWN HOMES, EITHER BY THEMSELVES OR WITH ROOMMATES. SERVICES CAN BE PROVIDED THROUGH THE HOME AND COMMUNITY BASED MEDICAID WAIVERS, HABILITATION OR CHAPTER 24. SUPPORT SERVICES ARE INDIVIDUALIZED FOR EACH PERSON, HOWEVER SOME COMMON AREAS OF SUPPORT AND SKILL DEVELOPMENT INCLUDE: SELF CARE, DAILY LIVING SKILLS, COMMUNITY SKILLS, SOCIAL SKILLS, COMMUNICATION SKILLS, AND MEDICAL SUPPORT. 386 INDIVIDUALS WERE SUPPORTED IN THE 2024 FISCAL YEAR.

    Expenses $32,675,413 · Revenue $41,644,160

  • EMPLOYMENT SYSTEMS: (ES) PROVIDES SUPPORTED EMPLOYMENT, PREVOCATIONAL AND DAY HABILITATION SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES AND SIMILAR SERVICE NEEDS. MANY STAFF ARE TRAINED TO WORK SPECIFICALLY WITH INDIVIDUALS WITH AUTISM AND SIGNIFICANT BEHAVIORAL NEEDS. 170 INDIVIDUALS WERE SUPPORTED IN THE 2024 FISCAL YEAR.

    Expenses $3,617,613 · Revenue $2,309,253

  • SYSTEMS BEHAVIORAL HEALTH SOLUTIONS (SBHS) THERAPY AND COUNSELING (FS): PROVIDES SERVICES TO CHILDREN AND ADULTS TO MEET A WIDE VARIETY OF BEHAVIORAL AND MENTAL HEALTH NEEDS. SBHS PROVIDES THERAPY SERVICES INCLUDING INDIVIDUAL, GROUP AND FAMILY THERAPY IN TWO OFFICES AND COUNTIES, JOHNSON AND LINN. STAFF CONSISTS OF LICENSED SOCIAL WORKERS AND BOARD CERTIFIED BEHAVIOR ANALYSTS. 35 INDIVIDUALS WERE SERVED DURING THE 2024 FISCAL YEAR.

    Expenses $240,469 · Revenue $45,800

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

Listed in Part VII

  • Mona Kenyon

    EXECUTIVE DI

    Total calculated
    $232,900
    From this org
    $223,919
    From related orgs
    $0
    Other
    $8,981
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,919
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,981
    Nontaxable benefits
    not reported
    Filer's total
    $232,900

  • Michelle Lloyd

    CFO

    Total calculated
    $184,406
    From this org
    $159,381
    From related orgs
    $0
    Other
    $25,025
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,873
    Bonus
    $7,508
    Other
    not reported
    Deferred
    $25,025
    Nontaxable benefits
    not reported
    Filer's total
    $184,406

  • Jorey Bailey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Elizabeth Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Amie Huber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Boyd Knosp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Joe Steinbronn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jeff Disterhoft

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Reese Reimers Resigned 124

    DIRECTOR

    Total calculated
    $0

  • Eric Desotel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Roy Leaf

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • Chad Kramer

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Mandi Lockwood

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Paul Meeker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Chad Brakhahn Resigned 124

    PAST PRESIDE

    Total calculated
    $0

  • Renee Smith-Labarge Resigned 124

    PAST PRESIDE

    Total calculated
    $0

  • Teri Gibson Resigned 124

    DIRECTOR

    Total calculated
    $0

  • Amy Shoemaker Resigned 124

    PAST VICE PR

    Total calculated
    $0

  • Tricia Van Roekel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Cheryl Dirks Resigned 124

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

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

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
2023
Filed
18 April 2025
IRS schema version
2023v6.0
Source object
202501129349301105

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.