2015-11-20T14:17:46-06:00 2015-06-30 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVE SE STE 300 CEDAR RAPIDS IA 52401 990 2014-07-01 421373123 ABBE INC ABBE 3193983634 740 N 15TH AVE NO A HIAWATHA IA 52233 DAN STRELLNER PRESIDENT 3193983634 2015-11-16 1 DAVID LITTLE P01480921 3193632697 2014 2016-04-25 22:37:26Z DAN STRELLNER 740 N 15TH AVE NO A HIAWATHA IA 52233 221953 0 X WWW.ABBE.ORG X 1991 IA TO PROVIDE INTEGRATED HEALTH SERVICES & MANAGE COORDINATION OF SERVICES 15 15 15 16 -4580 -4580 153750 46350 0 0 7312 6075 19802 -17773 180864 34652 188710 3271 0 0 835890 898947 0 0 0 -819021 -881257 205579 20961 -24715 13691 8136229 8011366 5620547 5446640 2515682 2564726 A NOT FOR PROFIT, INTEGRATED HEALTH SERVICES COMPANY PROVIDING COMMUNITY EDUCATION, AWARENESS, ADVOCACY AND OUTREACH WHILE MANAGING THE COORDINATION OF SERVICES FOR OLDER ADULTS AND PSYCHOLOGICALLY AND/OR PHYSICALLY CHALLENGED INDIVIDUALS. 0 0 10320 3271 PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES TO 5 NON-PROFIT ENTITIES WHO PROVIDE SERVICES TO AGING AND MENTALLY ILL POPULATIONS; ACHIEVING GREATER EFFICIENCY OF SERVICE BY COMBINING PROCESSES SUCH AS PAYROLL PROCESSING, ACCOUNTS PAYABLE, AS WELL AS MONITORING OF COMPLIANCE, ALLOWING AGENCIES TO FOCUS ON PROVISION OF DIRECT SERVICE TO OVER 13,000 CONSUMERS. EDUCATION SERVICES ARE PROVIDED FREE OF CHARGE. 10320 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 12 0 15 1 1 1 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X ABBE INC 3193983634 740 N 15TH AVE NO A HIAWATHA IA 52233 BILL JURGENSEN BOARD MEMBER 0.50 0.50 X 0 0 0 DAN MINECK BOARD MEMBER 0.50 0.50 X 0 0 0 DAVE TESDAHL BOARD MEMBER 0.50 X 0 0 0 JOHN BRYANT BOARD MEMBER 0.50 0.50 X 0 0 0 MARLENE HILL BOARD MEMBER 0.50 0.50 X 0 0 0 MIKE FITTRO BOARD MEMBER 0.50 X 0 0 0 STEVE ALLSOP BOARD MEMBER 0.50 X 0 0 0 DONNA KUNDE BOARD MEMBER 0.50 0.50 X 0 0 0 JULIE DAMIANO BOARD MEMBER 0.50 0.50 X 0 0 0 BRIAN SCOTT BOARD MEMBER 0.50 X 0 0 0 MIKE MORAN BOARD MEMBER 0.50 0.50 X 0 0 0 ROBIN MIXDORF BOARD MEMBER 0.50 X 0 0 0 KATHY SWIFT BOARD MEMBER - LEFT MARCH 2015 0.50 0.50 X 0 0 0 TRISH ELLISON CHAIRPERSON 0.50 0.50 X X 0 0 0 DEAN EINCK SECRETARY/TREASURER 0.50 X X 0 0 0 BRIAN GLOBOKAR VICE-CHAIR 0.50 X X 0 0 0 DAN STRELLNER PRESIDENT 40.00 X 117000 0 9475 117000 0 9475 1 0 0 0 CLIFTONLARSONALLEN 600 3RD AVE SE STE 300 CEDAR RAPIDS IA 52401 PROFESSIONAL SERVICES 127411 1 15000 31350 46350 6075 6075 165905 187301 -21396 -21396 -4580 -16816 MISCELLANEOUS REVENUE 900099 3623 3623 3623 34652 0 -4580 -7118 X 3271 3271 155509 155509 512095 512095 22788 22788 156649 156649 51906 51906 26671 26671 84329 80113 4216 450 450 8678 8678 19604 19604 86069 81766 4303 84461 84461 7806 7416 390 15677 15677 1218 1218 34626 32894 1732 12750 12750 REPAIRS 30806 30806 STAFF DEVELOPMENT 13232 13232 MEALS 3829 3829 DUES & SUBSCRIPTIONS 2780 2780 -1314243 -1314243 20961 10320 10641 0 400 400 6037642 5911537 3274 1245 15237 33844 2345572 394768 1989521 1950804 78183 113536 11972 8136229 8011366 313015 338260 1208252 506522 4099280 4601858 5620547 5446640 X 2515682 2564726 2515682 2564726 8136229 8011366 13691 35353 0 X X 0 1 X 1 0 X 692324 6000 5500 153750 46350 903924 31100 2000 6275 21687 3623 64685 723424 8000 11775 175437 49973 968609 0 0 0 968609 2031 4113 31668 54090 91617 183519 2031 4113 31668 54090 91617 183519 514 2479 2993 4343 3946 8289 730312 16059 45922 229527 141590 1163410 0.83260 0.89330 0.15770 0.09120 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2010 AMOUNT: $ 4,343. 2011 AMOUNT: $ 3,946. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 332425 332425 1693877 150275 1543602 319270 244493 74777 1950804 DUE TO AFFILIATES 4601858 4601858 X 1574756 35353 1504751 1540104 34652 0 34652 1525712 1504751 1504751 20961 0 20961 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD'S REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENT FROM SUBSIDIARIES REPORTED AS DECREASE IN EXPENSES ON FORM 990 1,317,450. RENTAL EXPENSES REPORTED ON FORM 990 AS OFFSET TO RENTAL INCOME 187,301. PART XII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENT FROM SUBSIDIARIES REPORTED AS DECREASE IN EXPENSES ON FORM 990 1,317,450. RENTAL EXPENSES REPORTED ON FORM 990 AS OFFSET TO RENTAL INCOME 187,301. FORM 990, PART VI, SECTION A, LINE 4 THE BOARD QUALIFICATIONS WERE CLARIFIED. PROVISIONS RELATED TO REQUIRED DEMOGRAPHICS WERE REMOVED. THE MINIMUM QUALIFICATIONS FOR THE COMPOSITION OF THE BOARD FOCUSED ON ENSURING THERE IS A REPRESENTATION OF INTERESTED PROFESSIONALS AS WELL AS THAT AT LEAST FIFTY-ONE PERCENT OF THE DIRECTORS BE INDIVIDUALS WHO ARE NOT DIRECT PROVIDERS OF HEALTH CARE. IN ADDITION, THE IMMEDIATE PAST CHAIRPERSON WAS ADDED AS A REQUIRED MEMBER OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 IS THEN REVIEWED BY THE DIRECTOR OF FINANCE AND PRESIDENT OF ABBE, INC. AFTER THE REVIEW IS COMPLETE AND THE RETURN IS READY FOR FILING WITH THE IRS, AN ELECTRONIC COPY OF THE FORM 990 WILL BE SENT TO ALL BOARD MEMBERS PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE COMPLETED BY STAFF AND BOARD MEMBERS ANNUALLY. POTENTIAL BOARD CONFLICTS ARE IDENTIFIED AT THE BOARD LEVEL AND ESTABLISHED PROCEDURES ARE FOLLOWED. IDENTIFIED STAFF CONFLICTS ARE REVIEWED BY THE SUPERVISOR AND PRESIDENT. ANY PERSON INVOLVED IN A CONFLICT, POTENTIAL CONFLICT OR APPEARANCE OF A CONFLICT SHALL NOT PARTICIPATE IN THE REVIEW, DISCUSSION OR VOTE ON ANY SUCH TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A BOARD MEMBERS/OFFICERS ARE VOLUNTEERS THEREFORE NO COMPENSATION IS PAID. VP/EXECUTIVE MANAGEMENT COMPENSATION IS DETERMINED THROUGH PRESIDENT OF ABBE, INC. AND ABBE INC. FINANCE COMMITTEE COMPENSATION REVIEW. THEIR REVIEW IS BASED ON: SALARY SURVEYS OF LIKE ORGANIZATIONS, OVERALL FINANCIAL POSITION OF ABBE INC. AND AFFILIATES, REVIEW OF CURRENT DUTIES AND RESPONSIBILITIES OF EACH POSITION, PERFORMANCE REVIEWS, AND ANY CHANGES IN ORGANIZATIONAL STRUCTURE. FORM 990, PART VI, SECTION B, LINE 15B: THE ORGANIZATION DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES PER THE FORM 990 DEFINITIONS OF SUCH POSITIONS; THEREFORE THERE IS NO SPECIFIC FORMAL EVALUATION FOR OTHER OFFICERS AND/OR KEY EMPLOYEES. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR REVIEWING AND APPROVING ALL OTHER EMPLOYEE COMPENSATION. THE ORGANIZATION DOES USE COMPARISON STUDIES TO AID IN DETERMINING THE COMPENSATION OF ANY AND ALL HIGHLY COMPENSATED INDIVIDUALS. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 8,678. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,678. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR POLICIES. ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC 520 11TH ST NW CEDAR RAPIDS IA 52405 421045257 PROVIDE QUALITY MENTAL HEALTH SERVICES IA 501(C)(3) LINE 9 ABBE INC 1 AGING SERVICES INC 317 7TH AVE SE STE 302B CEDAR RAPIDS IA 52401 237085316 PROVIDE SENIORS SERVICES TO ENHANCE, INTEGRATE & MAINTAIN THEIR LIVES IA 501(C)(3) LINE 7 ABBE INC 1 PENN CENTER INC 2237 245TH ST DELHI IA 52223 421421803 PROVIDE QUALITY RESIDENT SERVICES FOR INDIVIDUALS WITH DIFFICULTIES IA 501(C)(3) LINE 9 ABBE INC 1 PENTACREST INC 817 PEPPERWOOD LN IOWA CITY IA 52240 421457018 PROVIDE THERAPEUTIC & SOCIAL ENVIRONMENT FOR ADULTS WITH CHALLENGES IA 501(C)(3) LINE 9 ABBE INC 1 CHATHAM OAKS 4515 MELROSE AVE IOWA CITY IA 52246 421302928 PROVIDE RESIDENTIAL TREATMENT TO INDIVIDUALS WITH CHALLENGES IA 501(C)(3) LINE 9 ABBE INC 1 ABBE MANAGEMENT CORPORATION 1510 BOYSON RD HIAWATHA IA 52233 421361755 MEDICAL ADMINISTRATION IA ABBE INC C 35352 310601 1.00000 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 ABBE MANAGEMENT CORPORATION A 78000 FMV PENN CENTER INC A 44000 FMV ABBE CENTER FOR COMMUNITY MENTAL HEALTH Q 517279 FMV PENN CENTER INC Q 324001 FMV AGING SERVICES INC Q 247170 FMV CHATHAM OAKS Q 138400 FMV