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Nonprofiteer
← TASKS UNLIMITED INC

Form 990 for tax year 2023

Filed by TASKS UNLIMITED INC.

Totals

Total revenue
$6,117,074
Total expenses
$6,173,460
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$6,117,074
Investment income
$0
Other revenue
$0
Total assets, end of year
$9,092,562
Total liabilities, end of year
$270,042
Net assets or fund balances, end of year
$8,822,520
Program services expenses (Part IX)
$5,494,730
Management and general expenses
$678,730
Fundraising expenses
$0
Program service expenses (Part III)
$5,494,730

Program services were 89.0% 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: Employment Revenue

    total $5,449,011 · related or exempt $5,449,011

  • 2b · Program service revenue: Program Service Fees

    total $652,188 · related or exempt $652,188

  • 2c · Program service revenue: Other Revenue

    total $15,875 · related or exempt $15,875

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $3,421,828 · program services $3,421,828

  • 8 · Pension plan contributions

    total $586,843 · program services $586,843

  • 9 · Other employee benefits

    total $292,591 · program services $292,591

  • 10 · Payroll taxes

    total $258,538 · program services $258,538

  • 11b · Fees: legal

    total $315 · management and general $315

  • 11c · Fees: accounting

    total $22,000 · management and general $22,000

  • 11g · Fees: other

    total $137,871 · program services $137,871

  • 13 · Office expenses

    total $224,694 · program services $224,694

  • 14 · Information technology

    total $37,018 · program services $37,018

  • 16 · Occupancy

    total $146,318 · program services $146,318

  • 17 · Travel

    total $23,327 · program services $23,327

  • 19 · Conferences, conventions and meetings

    total $1,738 · program services $1,738

  • 22 · Depreciation, depletion and amortization

    total $44,550 · program services $44,550

  • 23 · Insurance

    total $12,916 · program services $12,916

  • 24a · Other expenses: Allocated Administrativ

    total $656,415 · management and general $656,415

  • 24b · Other expenses: Repairs & Maintenance

    total $286,131 · program services $286,131

  • 24c · Other expenses: Recruitment Expense

    total $11,229 · program services $11,229

  • 24d · Other expenses: Equipment Expense

    total $9,033 · program services $9,033

  • 24e · All other expenses

    total $105 · program services $105

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $436,956 · end of year $580,194

  • 2 · Savings and temporary cash investments

    beginning of year $70,978

  • 3 · Pledges and grants receivable

    beginning of year $64,908

  • 4 · Accounts receivable

    beginning of year $712,838 · end of year $818,782

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

    $617,686

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

    $592,289

  • 10c · Land, buildings and equipment, net

    beginning of year $58,310 · end of year $25,397

  • 15 · Other assets

    beginning of year $7,769,642 · end of year $7,668,189

  • 17 · Accounts payable and accrued expenses

    beginning of year $234,726 · end of year $270,042

  • 27 · Net assets without donor restrictions

    beginning of year $8,878,906 · end of year $8,822,520

Mission and programs · 2023

Mission

Tasks Unlimited provides supported employment, housing, and recovery services to create opportunities for people with mentall illness so they can achieve their full potential.

Activities or mission (Part I)

Provides vocational training and supported employment for adults with mental illness.

  • Tasks Unlimited Building Services offers a job training program to clients diagnosed with severe and persistent mental illness within our contracted janitorial services. Graduates of the program are offered permanent employment at the sites and receive competitive employment wages and retirement benefits.

    Expenses $4,908,291 · Revenue $5,464,886

  • Tasks Unlimited Building Services offers a job placement program to assist individuals with disabilities to obtain employment through career assessment, employment counseling and job search support, assistance with applications, interviewing preparation, and more. 16 individuals received job placement services in 2023.

    Expenses $34,706 · Revenue $26,634

  • Tasks Unlimited Building Services offers job retention services to assist individuals with disabilities to maintain employment through job coaching. The job retention rate was 84% with 181 JOBS clients served in 2023. 98% of JOBS clients avoided hospitalization in 2023.

    Expenses $551,733 · Revenue $625,554

As filed on the 2023 return.

Listed in Part VII

  • Paula Callies

    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

  • Steve Erickson

    Director

    Total calculated
    $42,823
    From this org
    $35,549
    From related orgs
    $0
    Other
    $7,274
    Hours/week
    2 + 4 related

  • Paul Seifert

    Director

    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., a related parent organization, to establish 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.

Provenance

Return type
form_990
Tax year
2023
Filed
1 November 2024
IRS schema version
2023v5.1
Source object
202413099349302651

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