Totals
- Total revenue
- $43,472,517
- Total expenses
- $42,917,947
- Contributions and grants received
- $625,805
- Grants paid
- $0
- Program service revenue
- $42,421,228
- Investment income
- $403,047
- Other revenue
- $22,437
- Total assets, end of year
- $29,160,368
- Total liabilities, end of year
- $7,177,178
- Net assets or fund balances, end of year
- $21,983,190
- Program services expenses (Part IX)
- $36,006,463
- Management and general expenses
- $6,911,484
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $36,006,463
Program services were 83.9% 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)
$584,777
-
1f · All other contributions, gifts and grants
$41,028
-
2a · Program service revenue: MEDICARE/MEDICAID
total $41,283,597 · related or exempt $41,283,597
-
2b · Program service revenue: GOVERNMENT CONTRACTS
total $987,290 · related or exempt $987,290
-
2c · Program service revenue: MANAGEMENT FEES
total $108,271 · related or exempt $108,271
-
2d · Program service revenue: PROGRAM FEES
total $42,070 · related or exempt $42,070
-
3 · Investment income
total $305,470 · excluded $305,470
-
7a · Gross sales of assets other than inventory
securities $729,677
-
7b · Less cost or other basis and sales expenses
securities $632,100
-
7c · Gain or loss
securities $97,577
-
7d · Net gain or loss
total $97,577 · related or exempt $97,577
-
8a · Fundraising events: gross income
$20,635
-
8b · Fundraising events: direct expenses
$5,955
-
8c · Net income from fundraising events
total $14,680 · excluded $14,680
-
11a · Other revenue: OTHER INCOME
total $7,757 · excluded $7,757
-
11e · Other revenue, total
$7,757
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $407,906 · program services $45,009 · management and general $362,897
-
7 · Other salaries and wages
total $31,513,660 · program services $28,139,334 · management and general $3,374,326
-
8 · Pension plan contributions
total $400,071 · program services $305,626 · management and general $94,445
-
9 · Other employee benefits
total $3,485,242 · program services $2,707,846 · management and general $777,396
-
10 · Payroll taxes
total $2,360,040 · program services $2,085,853 · management and general $274,187
-
11b · Fees: legal
total $15,602 · management and general $15,602
-
11c · Fees: accounting
total $38,790 · management and general $38,790
-
11g · Fees: other
total $27,898 · management and general $27,898
-
13 · Office expenses
total $591,291 · program services $143,256 · management and general $448,035
-
16 · Occupancy
total $1,176,658 · program services $1,008,351 · management and general $168,307
-
17 · Travel
total $871,110 · program services $809,667 · management and general $61,443
-
20 · Interest
total $47,313 · management and general $47,313
-
22 · Depreciation, depletion and amortization
total $794,491 · program services $539,474 · management and general $255,017
-
23 · Insurance
total $161,250 · management and general $161,250
-
24a · Other expenses: SERVICE FEES
total $404,568 · management and general $404,568
-
24b · Other expenses: RECRUITING & RETENTION
total $208,765 · management and general $208,765
-
24c · Other expenses: CONSUMER SUPPLIES
total $144,677 · program services $94,985 · management and general $49,692
-
24d · Other expenses: STAFF TRAINING
total $144,051 · program services $127,062 · management and general $16,989
-
24e · All other expenses
total $124,564 · management and general $124,564
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,350 · end of year $1,350
-
2 · Savings and temporary cash investments
beginning of year $13,999,952 · end of year $13,551,788
-
4 · Accounts receivable
beginning of year $3,408,762 · end of year $3,512,906
-
9 · Prepaid expenses and deferred charges
beginning of year $226,079 · end of year $473,897
-
10a · Land, buildings and equipment: cost or other basis
$19,893,560
-
10b · Land, buildings and equipment: accumulated depreciation
$10,082,114
-
10c · Land, buildings and equipment, net
beginning of year $8,818,335 · end of year $9,811,446
-
12 · Investments: other securities
beginning of year $27,494 · end of year $27,494
-
15 · Other assets
beginning of year $90,874 · end of year $1,781,487
-
17 · Accounts payable and accrued expenses
beginning of year $2,843,188 · end of year $3,084,722
-
19 · Deferred revenue
end of year $171,222
-
21 · Escrow or custodial account liability
beginning of year $636,425 · end of year $740,230
-
23 · Secured mortgages and notes payable
beginning of year $1,376,804 · end of year $1,278,282
-
25 · Other liabilities
beginning of year $189,228 · end of year $1,902,722
-
27 · Net assets without donor restrictions
beginning of year $20,281,308 · end of year $21,653,518
-
28 · Net assets with donor restrictions
beginning of year $1,245,893 · end of year $329,672
Mission and programs · 2022
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. 369 INDIVIDUALS WERE SUPPORTED IN THE 2023 FISCAL YEAR.
Expenses $32,258,942 · Revenue $39,545,525
-
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. 153 INDIVIDUALS WERE SUPPORTED IN THE 2023 FISCAL YEAR.
Expenses $3,361,045 · Revenue $2,833,633
-
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. 28 INDIVIDUALS WERE SERVED DURING THE 2023 FISCAL YEAR.
Expenses $386,476 · Revenue $42,070
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mona KenyonMONA KENYON
EXECUTIVE DI
- Total calculated
- $209,692
- From this org
- $199,387
- From related orgs
- $0
- Other
- $10,305
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $172,728
- Bonus
- $26,659
- Other
- not reported
- Deferred
- $10,305
- Nontaxable benefits
- not reported
- Filer's total
- $209,692
-
Michelle LloydMICHELLE LLOYD
CFO
- Total calculated
- $199,155
- From this org
- $193,302
- From related orgs
- $0
- Other
- $5,853
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,643
- Bonus
- $26,659
- Other
- not reported
- Deferred
- $5,853
- Nontaxable benefits
- not reported
- Filer's total
- $199,155
-
Renee Smith-LabargeRENEE SMITH-LABARGE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Jorey BaileyJOREY BAILEY
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
Elizabeth WilsonELIZABETH WILSON
SECRETARY/TR
- Total calculated
- $0
- Hours/week
- 2
-
Chad BrakhahnCHAD BRAKHAHN
PAST PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
Amy ShoemakerAMY SHOEMAKER
PAST VICE PR
- Total calculated
- $0
- Hours/week
- 2
-
Amie HuberAMIE HUBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Boyd KnospBOYD KNOSP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Joe SteinbronnJOE STEINBRONN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff DisterhoftJEFF DISTERHOFT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Reese ReimersREESE REIMERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Leah Donald Resigned 123LEAH DONALD RESIGNED 123
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Matt Baker Resigned 123MATT BAKER RESIGNED 123
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Dale Gardner Resigned 123DALE GARDNER RESIGNED 123
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Ron Hartman Resigned 123RON HARTMAN RESIGNED 123
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Noelle Murray Resigned 123NOELLE MURRAY RESIGNED 123
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Eric Desotel Joined 123ERIC DESOTEL JOINED 123
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Roy Leaf Joined 123ROY LEAF JOINED 123
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Chad Kramer Joined 123CHAD KRAMER JOINED 123
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Teri Gibson Joined 123TERI GIBSON JOINED 123
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Cheryl Dirks Joined 123CHERYL DIRKS JOINED 123
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mandi Lockwood Joined 123MANDI LOCKWOOD JOINED 123
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Paul Meeker Joined 323PAUL MEEKER JOINED 323
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
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.
-
SYSTEMS UNLIMITED BUILDING CORP
501C2 · AST LIVING · IA · controlled entity
Directly controlled by SU INC
-
SYSTEMS SANDUSKY GROUP HOME INC -
501C3 · AST LIVING · IA · controlled entity
Directly controlled by SU INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 16 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313249349300116
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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