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Nonprofiteer
← CASSIA

Form 990 for tax year 2023

Filed by CASSIA.

Totals

Total revenue
$2,097,553
Total expenses
$1,656,920
Contributions and grants received
$1,302,214
Grants paid
$858,271
Program services expenses (Part IX)
$923,727
Management and general expenses
$105,193
Fundraising expenses
$628,000
Program service expenses (Part III)
$923,727

Program services were 55.7% 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
    $728,206
    From this org
    $0
    From related orgs
    $619,856
    Other
    $108,350
    Hours/week
    0.09 + 39.91 related

    Schedule J breakdown matched by us

    Base
    $0 + $561,902 related
    Bonus
    $0 + $55,422 related
    Other
    $0 + $2,533 related
    Deferred
    $0 + $90,159 related
    Nontaxable benefits
    $0 + $18,191 related
    Filer's total
    $0 + $728,207 related

  • MATTHEW KERN

    CHIEF OPERATING OFFICER

    Total calculated
    $442,057
    From this org
    $0
    From related orgs
    $332,576
    Other
    $109,481
    Hours/week
    0.09 + 39.91 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,095 related
    Bonus
    $0
    Other
    $0 + $2,481 related
    Deferred
    $0 + $84,010 related
    Nontaxable benefits
    $0 + $25,471 related
    Filer's total
    $0 + $442,057 related

  • KATHY YOUNGQUIST

    CHIEF FINANCIAL OFFICER

    Total calculated
    $416,436
    From this org
    $0
    From related orgs
    $337,157
    Other
    $79,279
    Hours/week
    0.09 + 39.91 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,007 related
    Bonus
    $0
    Other
    $0 + $2,150 related
    Deferred
    $0 + $59,632 related
    Nontaxable benefits
    $0 + $19,647 related
    Filer's total
    $0 + $416,436 related

  • KATHY KOPP

    CHIEF STRATEGIC OFFICER

    Total calculated
    $368,733
    From this org
    $0
    From related orgs
    $280,591
    Other
    $88,142
    Hours/week
    0.09 + 39.91 related

    Schedule J breakdown matched by us

    Base
    $0 + $265,237 related
    Bonus
    $0 + $13,324 related
    Other
    $0 + $2,030 related
    Deferred
    $0 + $62,423 related
    Nontaxable benefits
    $0 + $25,719 related
    Filer's total
    $0 + $368,733 related

  • ANGELA BROWN

    CHIEF HUMAN RESOURCE OFFICER

    Total calculated
    $313,835
    From this org
    $0
    From related orgs
    $245,658
    Other
    $68,177
    Hours/week
    0.09 + 39.91 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,662 related
    Bonus
    $0
    Other
    $0 + $22,996 related
    Deferred
    $0 + $41,651 related
    Nontaxable benefits
    $0 + $26,526 related
    Filer's total
    $0 + $313,835 related

  • SHARON WILSON

    CHIEF CLINICAL AND COMPLIANCE OFFICER

    Total calculated
    $309,002
    From this org
    $0
    From related orgs
    $260,482
    Other
    $48,520
    Hours/week
    0.09 + 39.91 related

    Schedule J breakdown matched by us

    Base
    $0 + $226,573 related
    Bonus
    $0 + $21,773 related
    Other
    $0 + $12,137 related
    Deferred
    $0 + $40,176 related
    Nontaxable benefits
    $0 + $8,344 related
    Filer's total
    $0 + $309,003 related

  • MATTHEW CRAWFORD

    VP OF PHILANTHROPY

    Total calculated
    $201,713
    From this org
    $157,751
    From related orgs
    $0
    Other
    $43,962
    Hours/week
    40 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $148,018
    Bonus
    $9,413
    Other
    $320
    Deferred
    $30,547
    Nontaxable benefits
    $13,415
    Filer's total
    $201,713

  • NIKKI WEBBER DANIELS

    CHAIRPERSON AND DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • CHARLES PARKS

    VICE CHAIRPERSON AND DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • JON ADDINGTON

    SECRETARY/TREASURER 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

  • PAUL ANDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • KEVIN BERGMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • ERIK ELLINGSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • LARRY KULA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • CINDY MORRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • 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

  • 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

  • TIMOTHY KUCK

    SECRETARY/TREASURER AND DIRECTOR (THRU MARCH)

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • STANN LEFF

    DIRECTOR (THRU MARCH)

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • DOCTOR GUY TANGEDAHL

    DIRECTOR (THRU JUNE)

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • REVEREND DOCTOR GARY WILKERSON

    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
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

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
  • 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 RELIED ON THE PARENT ORGANIZATION, CASSIA, TO ESTABLISH THE COMPENSATION OF THE PRESIDENT/CEO. CASSIA USES THE FOLLOWING PRACTICES: INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY AND RECOMMENDATIONS FROM THE CASSIA COMPENSATION COMMITTEE TO THE CASSIA BOARD.
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 - $34,402 MATTHEW KERN, COO - $33,941 ANGELA BROWN, CHRO - $23,310
Schedule J, Part I, Line 6
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

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
8 October 2024
IRS schema version
2023v5.0
Source object
202412889349301001

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

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