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← TRI-VALLEY OPPORTUNITY COUNCIL INC

Form 990 for tax year 2023

Filed by TRI-VALLEY OPPORTUNITY COUNCIL INC.

Totals

Total revenue
$30,715,948
Total expenses
$29,467,367
Contributions and grants received
$28,758,346
Grants paid
$1,365,079
Program service revenue
$1,548,644
Investment income
$16,151
Other revenue
$392,807
Total assets, end of year
$22,674,261
Total liabilities, end of year
$10,172,975
Net assets or fund balances, end of year
$12,501,286
Program services expenses (Part IX)
$27,760,881
Management and general expenses
$1,684,408
Fundraising expenses
$22,078
Program service expenses (Part III)
$27,760,881

Program services were 94.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEPHANIE VONESH

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • JODI BACHMEIER

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • JAMES DUCKSTAD

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • SHAWNA PETERSON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • AMBER ARLIEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TOM ANDERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARVIN GUNDERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LEE ANN HALL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KIM HASSLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JERRY JACOBSON

    BOARD MEMBER (THRU 08/2023)

    Total calculated
    $0
    Hours/week
    1

  • SARAH KJONO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DOMITA MACK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TYLER MALM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NANCY MYERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CONNIE SPISAK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DALE SVAREN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GARY WILLHITE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAUL REESE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JASON CARLSON

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $160,229
    From this org
    $151,422
    From related orgs
    $0
    Other
    $8,807
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $141,058
    Bonus
    $7,000
    Other
    $3,364
    Deferred
    $7,562
    Nontaxable benefits
    $1,245
    Filer's total
    $160,229

  • NICOLE AAKER

    FISCAL DIRECTOR

    Total calculated
    $127,018
    From this org
    $108,002
    From related orgs
    $0
    Other
    $19,016
    Hours/week
    42

  • CYNTHIA PIC

    TRANSPORTATION PROGRAM DIRECTOR

    Total calculated
    $110,153
    From this org
    $103,337
    From related orgs
    $0
    Other
    $6,816
    Hours/week
    40

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 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CROOKSTON TOWNHOMES LLC

    AFFORDABLE HOUSING · MN · income $291,345 · assets $1,580,695

    Directly controlled by TRI-VALLEY OPPORTUNITY COUNCIL INC

  • FISHER TOWNHOMES LLC

    AFFORDABLE HOUSING · MN · income $93,456 · assets $363,774

    Directly controlled by TRI-VALLEY OPPORTUNITY COUNCIL INC

  • AGASSIZ TOWNHOMES GENERAL PARTNER LLC

    AFFORDABLE HOUSING · MN · income $324,106 · assets $6,112,760

    Directly controlled by TRI-VALLEY OPPORTUNITY COUNCIL INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2023
Filed
5 October 2024
IRS schema version
2023v5.1
Source object
202422909349300327

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