FAMILYMEANS: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FAMILYMEANS (EIN 41-6045574)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-07
- IRS object ID
- 202642199349303514
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-07T16:34:42-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341874260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 WEST 47TH STREET SUITE 1100 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416045574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILYMEANS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FAMI | BusinessNameControlTxt |
| Phone | 6514394840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 NORTHWESTERN AVENUE SOUTH | AddressLine1Txt |
| City | STILLWATER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM KROENING | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6514394840 | PhoneNum |
| Signature | 2026-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA BURKE | PreparerPersonNm |
| PTIN | P00220718 | PTIN |
| Phone | 8169455500 | PhoneNum |
| Preparation | 2026-08-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JIM KROENING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 NORTHWESTERN AVENUE SOUTH | AddressLine1Txt |
| City | STILLWATER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,613,287 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FAMILYMEANS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | FAMILYMEANS STRENGTHENS COMMUNITIES BY HELPING INDIVIDUALS AND FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 67 | TotalEmployeeCnt |
| Total Volunteers | 117 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,656,368 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,987,814 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,714,779 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,010,401 | CYProgramServiceRevenueAmt |
| PY Investment Income | $281,600 | PYInvestmentIncomeAmt |
| CY Investment Income | $589,681 | CYInvestmentIncomeAmt |
| PY Other Revenue | $50,787 | PYOtherRevenueAmt |
| CY Other Revenue | $146 | CYOtherRevenueAmt |
| PY Total Revenue | $5,703,534 | PYTotalRevenueAmt |
| CY Total Revenue | $6,588,042 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,595,873 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,819,163 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $210,251 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,746,857 | PYOtherExpensesAmt |
| CY Other Expenses | $1,806,889 | CYOtherExpensesAmt |
| PY Total Expenses | $5,342,730 | PYTotalExpensesAmt |
| CY Total Expenses | $5,626,052 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $360,804 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $961,990 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,620,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,266,625 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $441,798 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $548,186 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,178,530 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,718,439 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FAMILYMEANS STRENGTHENS COMMUNITIES BY HELPING INDIVIDUALS AND FAMILIES THROUGH CHALLENGES IN ALL LIFE STAGES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,972,948 | ExpenseAmt |
| Revenue | $2,500,531 | RevenueAmt |
| Desc | COUNSELING AND THERAPYFAMILYMEANS IS A MN AND WI LICENSED MENTAL HEALTH CLINIC WITH OFFICES IN HUDSON, STILLWATER, ST. PAUL, AND 14 SCHOOLS IN TWO SCHOOL DISTRICTS. SERVICES INCLUDE OUTPATIENT ASSESSMENT AND COUNSELING SERVICES TO ADDRESS A WIDE VARIETY OF MENTAL HEALTH ISSUES TO ALL WHO REQUEST SERVICES, REGARDLESS OF ABILITY TO PAY. THE CENTER FOR GRIEF AND LOSS IN ST. PAUL OFFERS SPECIALIZED OUTPATIENT SERVICES FOR CLIENTS WHO HAVE EXPERIENCED COMPLICATED OR AMBIGUOUS LOSS, AND SIGNIFICANT TRAUMA. (CONTINUED ON SCHEDULE O)THE GOAL OF THE COUNSELING AND THERAPY PROGRAM IS TO HELP CLIENTS UNDERSTAND THEIR PROBLEMS AND SEE WAYS TO BEGIN SOLVING THESE PROBLEMS. INDIVIDUAL ASSESSMENTS ARE COMPLETED, AND THERAPY IS OFFERED TO CHILDREN, ADOLESCENTS, AND ADULTS TO MITIGATE ISSUES SUCH AS EMOTIONAL DISTURBANCES OF DEPRESSION OR ANXIETY, SCHOOL OR EMPLOYMENT PROBLEMS, AND OTHER PERSONAL OR RELATIONSHIP CONCERNS. FAMILY THERAPY ASSISTS GROUPS OF PEOPLE FUNCTIONING AS A FAMILY UNIT WITH ISSUES SUCH AS COMMUNICATION, CONFLICT, AND PARENTING. GROUP THERAPY IS TOPIC-SPECIFIC AND VARIABLE. SCHOOL-LOCATED COUNSELING PROGRAMS ALLOW STUDENTS TO ACCESS MENTAL HEALTH THERAPY WHILE REDUCING POTENTIAL BARRIERS SUCH AS TRANSPORTATION, FINANCIAL OR SCHEDULING CONCERNS; CHILDREN IN TRANSITION GROUPS IN ELEMENTARY SCHOOLS ARE OFFERED TO STUDENTS WHOSE PARENTS ARE DIVORCING, AS WELL AS OTHER GROUP TOPICS AS NEEDED AT EACH SCHOOL LEVEL. OUR SCHEDULING GOAL IS TO ARRANGE APPOINTMENTS WITHING 3 WEEKS OF AN INITIAL CALL FOR HELP. IN 2025, WE PROVIDED COUNSELING SERVICES TO 976 PEOPLE IN OUR STILLWATER AND HUDSON OFFICES, 359 IN ST. PAUL, AND 425 STUDENTS IN SCHOOL-BASED COUNSELING, WHILE ALSO PROVIDING 2,195 STAFF CONTACTS AND OVER 1,468 PARENT CONTACTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $740,783 | ExpenseAmt |
| Revenue | $54,780 | RevenueAmt |
| Desc | CAREGIVING AND AGING PROVIDING CARE TO AN OLDER ADULT OR A YOUNGER PERSON WITH SPECIAL NEEDS CAN BECOME A STRAIN FOR THE CAREGIVER EMOTIONALLY, PHYSICALLY, AND FINANCIALLY. SINCE 1986, FAMILYMEANS HAS OFFERED A VARIETY OF SERVICES TO HELP THESE UNPAID FAMILY AND FRIEND CAREGIVERS EFFECTIVELY MANAGE AND SUSTAIN THIS IMPORTANT ROLE WHILE STAYING WELL THEMSELVES. WE PROVIDE EDUCATION, COACHING AND CONSULTATIONS, INFORMATION AND REFERRAL, SUPPORT GROUPS, AND GROUP AND IN-HOME RESPITE. (CONTINUED ON SCHEDULE O)CAREGIVERS RECEIVE GUIDANCE, RESOURCE CONNECTIONS, PROFESSIONAL AND PEER SUPPORT, AND REGULAR RESPITE BREAKS THAT GIVE THEM TIME TO THEMSELVES. AS A RESULT, CAREGIVERS' STRESS AND ISOLATION DECREASE, AND THEIR COPING AND CAPABILITY INCREASE AS MEASURED BY CLIENT OUTCOME SURVEYS AND VALIDATED ASSESSMENT TOOLS. RECOGNIZING THE AGING OF OUR COMMUNITY AND THE INCREASING PREVALENCE OF DEMENTIA, WE HAVE SPECIALIZED PROGRAMMING FOCUSED ON OLDER ADULTS AND FAMILIES EXPERIENCING MEMORY LOSS. WE PROVIDE EDUCATION AND GUIDANCE TO INDIVIDUALS WHO ARE EXPLORING THE POSSIBILITIES OF THEIR OLDER YEARS, OFFER MEMORY SCREENINGS, SPECIALIZED DEMENTIA-RELATED SUPPORT GROUPS, AND MEANINGFUL OPPORTUNITIES FOR PERSONS WITH DEMENTIA TO REMAIN ENGAGED WITH THE COMMUNITY. TO WORK TOWARD LONG-TERM CHANGE, WE ENGAGE COMMUNITY PARTNERS TO PLAN AND ACT TOGETHER TO DEVELOP A MORE AGE FRIENDLY COMMUNITY. WE USE A COMBINATION OF VIRTUAL AND IN-PERSON METHODS WHEN POSSIBLE TO MAKE OUR SERVICES ACCESSIBLE AND EFFECTIVE FOR USERS IN VARIOUS CIRCUMSTANCES. IN 2025, WE PROVIDED 9,385 HOURS OF CAREGIVER SUPPORT AND AGING SERVICES FOR 2,086 PARTICIPANTS OF ALL INCOME LEVELS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $654,591 | ExpenseAmt |
| Revenue | $455,090 | RevenueAmt |
| Desc | FINANCIAL SOLUTIONS FINANCIAL SOLUTIONS OFFERS COMPREHENSIVE SERVICES AIMED AT EMPOWERING INDIVIDUALS AND FAMILIES TO ACHIEVE FINANCIAL STABILITY. OUR OFFERINGS INCLUDE BUDGET AND DEBT COUNSELING, DEBT MANAGEMENT PROGRAMS, AND FINANCIAL EDUCATION. THROUGH ONE-ON-ONE SESSIONS WITH CERTIFIED CONSUMER CREDIT COUNSELORS, CLIENTS RECEIVE PERSONALIZED GUIDANCE ON UNDERSTANDING THEIR FINANCIAL SITUATION, EXPLORING REPAYMENT AND SAVING STRATEGIES, CREATING PRACTICAL BUDGETS, AND ESTABLISHING LONG-TERM FINANCIAL GOALS-ALL PROVIDED AT NO COST. (CONTINUED ON SCHEDULE O)FOR SOME CLIENTS, ENROLLMENT IN OUR DEBT MANAGEMENT PROGRAM ENABLES THEM TO REPAY UNSECURED DEBT WHILE SAVING SIGNIFICANT INTEREST AND FEES OVER A FIXED PERIOD. FAMILY MEANS DOES NOT PAY THEIR DEBT BUT DESIGNS A PROGRAM IN COORDINATION WITH THEIR CREDITORS THAT PROVIDES THEM WITH A MANAGEABLE PAYMENT PLAN. OUR FINANCIAL EDUCATION PROGRAMS, CONDUCTED IN VARIOUS SETTINGS FOR BOTH STUDENTS AND ADULTS, AIM TO IMPART MONEY MANAGEMENT SKILLS TO MITIGATE FINANCIAL CHALLENGES. IN 2025, WE HELPED OVER 2,300 FAMILIES THROUGH BUDGET AND DEBT COUNSELING, AND OUR DEBT MANAGEMENT CLIENTS REPAID NEARLY $5.5 MILLIONS OF THEIR UNSECURED DEBT. ADDITIONALLY, OUR FINANCIAL EDUCATION PROGRAMS AND RESOURCE FAIRS REACHED OVER 1,000 PEOPLE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $470,392 | ExpenseAmt |
| Desc | YOUTH DEVELOPMENT FAMILYMEANS PROVIDES FREE, HIGH-QUALITY AFTER SCHOOL AND SUMMER PROGRAMMING FOR YOUTH AGES 5 THROUGH 18 LIVING IN THE MOBILE HOME CITY OF LANDFALL, MINNESOTA, AND THE PRIVATELY-OWNED CIMARRON MOBILE HOME COMMUNITY IN LAKE ELMO, MINNESOTA. BOTH COMMUNITIES ARE HOME TO LOW-INCOME, DIVERSE, AND AT-RISK POPULATIONS OF YOUTH WHO ARE SOCIALLY AND PHYSICALLY ISOLATED FROM SURROUNDING COMMUNITIES. EACH SITE OFFERS A CHILDREN'S PROGRAM AND A TEEN PROGRAM. THE GOAL OF THE YOUTH DEVELOPMENT INITIATIVES IS EQUIPPING YOUTH TO LEARN, THRIVE, CONNECT, AND CONTRIBUTE THROUGHOUT THEIR LIVES. PARTICIPATING YOUTH CAN EXPLORE ART, SCIENCE, MUSIC, COOKING, AND TECHNOLOGY SKILL-BUILDING IN A FREE-CHOICE, DROP-IN ENVIRONMENT. ACTIVITIES ALSO INCLUDE FIELD TRIPS, COMMUNITY SERVICE, SPORTS, FITNESS AND RECREATION, LEADERSHIP DEVELOPMENT, AND ORGANIZING COMMUNITY EVENTS. HELP WITH SCHOOLWORK IS AVAILABLE DAILY. THE READY TO BE PROGRAM GUIDES TEENS IN THOUGHTFUL PREPARATION FOR POSTSECONDARY LIFE. IN 2025, 208 CHILDREN AND YOUTH ATTENDED OUR PROGRAMS. IN YEAR-END SURVEYS, YOUTH STATE THAT OUR PROGRAMMING CONNECTS THEM WITH CARING AND RESPONSIVE STAFF, OFFERS THEM NEW LEARNING OPPORTUNITIES, HELPS THEM DEVELOP RELATIONAL SKILLS, GUIDES THEM ABOUT THEIR FUTURES, AND ENABLES THEM TO CONTRIBUTE TO COMMUNITY LIFE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $470,392 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $4,838,714 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 67 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUG ELLIOTT DIRECTOR OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6514394840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 NORTHWESTERN AVE S | AddressLine1Txt |
| City | STILLWATER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55082 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES KROENING | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $143,608 | $0 | $21,783 |
| ROBERT CLARK | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATTHEW SALISBURY | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER TERWEDO | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER MATZEK | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDSAY BELLAND | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARMEN COLOMBO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEIDI HUBBARD MD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARISSA KROPP | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHAWN LOHMANN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RAJEAN MOONE PHD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KERRIE OETTER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE PAIEMENT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LUKE SCHULZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLARK SHROEDER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA HARRIS | ||||||
| PAST BOARD CHAIR (TERM END 5/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANU GREEN | ||||||
| BOARD MEMBER (TERM END 5/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA MELETIOU | ||||||
| BOARD MEMBER (TERM END 5/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG ELLIOTT | ||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $95,456 | $0 | $17,646 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $239,064 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $39,429 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROCENTIVE | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2321 JACK BREAULT DR STE 100 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INSURANCE PROCESSING | ServicesDesc |
| Compensation | $127,696 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $91,649 | FederatedCampaignsAmt |
| Fundraising | $136,722 | FundraisingAmt |
| Government Grants | $355,274 | GovernmentGrantsAmt |
| All Other Contributions | $2,404,169 | AllOtherContributionsAmt |
| Noncash Contributions | $4,700 | NoncashContributionsAmt |
| Total Contributions | $2,987,814 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COUNSELING AND THERAPY | 624100 | $2,500,530 | $2,500,530 |
| FINANCIAL SOLUTIONS | 624100 | $455,091 | $455,091 |
| CAREGIVER AND AGING | 624100 | $54,780 | $54,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,010,401 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $589,681 | TotalRevenueColumnAmt |
| Exclusion | $589,681 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $800 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $800 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $800 | TotalRevenueColumnAmt |
| Exclusion | $800 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,306 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $136,722 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $25,245 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,939 | TotalRevenueColumnAmt |
| Exclusion | -$6,939 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,285 | TotalRevenueColumnAmt |
| Exclusion | $6,285 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,285 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,588,042 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,010,401 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $589,827 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,493 | TotalAmt |
| Management And General | $236,355 | ManagementAndGeneralAmt |
| Fundraising | $42,138 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,985,423 | TotalAmt |
| Program Services | $2,708,568 | ProgramServicesAmt |
| Management And General | $170,778 | ManagementAndGeneralAmt |
| Fundraising | $106,077 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,706 | TotalAmt |
| Program Services | $58,232 | ProgramServicesAmt |
| Fundraising | $2,474 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,791 | TotalAmt |
| Program Services | $247,497 | ProgramServicesAmt |
| Fundraising | $13,294 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,750 | TotalAmt |
| Program Services | $197,165 | ProgramServicesAmt |
| Management And General | $26,365 | ManagementAndGeneralAmt |
| Fundraising | $10,220 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,777 | TotalAmt |
| Management And General | $1,777 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,481 | TotalAmt |
| Management And General | $50,481 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,875 | TotalAmt |
| Management And General | $18,875 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,076 | TotalAmt |
| Program Services | $563,076 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,488 | TotalAmt |
| Program Services | $3,718 | ProgramServicesAmt |
| Management And General | $40 | ManagementAndGeneralAmt |
| Fundraising | $2,730 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,185 | TotalAmt |
| Program Services | $143,531 | ProgramServicesAmt |
| Management And General | $24,221 | ManagementAndGeneralAmt |
| Fundraising | $10,433 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,265 | TotalAmt |
| Program Services | $92,347 | ProgramServicesAmt |
| Management And General | $5,637 | ManagementAndGeneralAmt |
| Fundraising | $10,281 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,048 | TotalAmt |
| Program Services | $249,646 | ProgramServicesAmt |
| Management And General | $13,819 | ManagementAndGeneralAmt |
| Fundraising | $7,583 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,711 | TotalAmt |
| Program Services | $13,909 | ProgramServicesAmt |
| Management And General | $937 | ManagementAndGeneralAmt |
| Fundraising | $865 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,825 | TotalAmt |
| Program Services | $11,825 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,628 | TotalAmt |
| Program Services | $214,123 | ProgramServicesAmt |
| Management And General | $20,505 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,853 | TotalAmt |
| Program Services | $61,243 | ProgramServicesAmt |
| Management And General | $5,560 | ManagementAndGeneralAmt |
| Fundraising | $3,050 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $134,395 | $133,570 | $533 | $292 |
| BAD DEBT | $60,188 | $60,188 | ||
| STAFF DEVELOPMENT | $22,262 | $20,244 | $1,204 | $814 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,832 | TotalAmt |
| Program Services | $59,832 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,626,052 | TotalAmt |
| Program Services | $4,838,714 | ProgramServicesAmt |
| Management And General | $577,087 | ManagementAndGeneralAmt |
| Fundraising | $210,251 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,921 | BOYAmt |
| EOY | $436,630 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,238,335 | BOYAmt |
| EOY | $1,568,521 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,762 | BOYAmt |
| EOY | $143,903 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,226 | BOYAmt |
| EOY | $245,621 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,406 | BOYAmt |
| EOY | $53,691 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,820,125 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,493,053 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,464,606 | BOYAmt |
| EOY | $4,327,072 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,046,318 | BOYAmt |
| EOY | $6,891,349 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,985,754 | BOYAmt |
| EOY | $4,599,838 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,620,328 | BOYAmt |
| EOY | $18,266,625 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,704 | BOYAmt |
| EOY | $282,932 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,903 | BOYAmt |
| EOY | $33,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,115 | BOYAmt |
| EOY | $172,840 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,076 | BOYAmt |
| EOY | $59,414 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,798 | BOYAmt |
| EOY | $548,186 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,273,884 | BOYAmt |
| EOY | $13,103,924 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,904,646 | BOYAmt |
| EOY | $4,614,515 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,178,530 | BOYAmt |
| EOY | $17,718,439 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,620,328 | BOYAmt |
| EOY | $18,266,625 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $961,990 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $577,919 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,443,249 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,444,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,994,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,656,368 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,987,814 | CurrentTaxYearAmt |
| Total | $12,525,951 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,443,249 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,444,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,994,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,656,368 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,987,814 | CurrentTaxYearAmt |
| Total | $12,525,951 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,986,630 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,539,321 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,394 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $165,054 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $233,332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $590,481 | CurrentTaxYearAmt |
| Total | $1,172,225 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $36,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,301 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,786 | CurrentTaxYearMinus1YearAmt |
| Total | $136,033 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,285 | CurrentTaxYearAmt |
| Total | $14,505 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,848,714 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,768,130 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76100 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support PY509 | 0.85320 | PublicSupportPY509Pct |
| Investment Income PY | 0.02710 | InvestmentIncomePYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,973,907 | BeginningYearBalanceAmt |
| Contributions | $137,715 | ContributionsAmt |
| Investment Earnings Or Losses | $611,242 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $99,332 | OtherExpendituresAmt |
| Administrative Expenses | $33,323 | AdministrativeExpensesAmt |
| End Year Balance | $4,590,209 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,635,356 | BeginningYearBalanceAmt |
| Contributions | $132,321 | ContributionsAmt |
| Investment Earnings Or Losses | $444,520 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $238,290 | OtherExpendituresAmt |
| End Year Balance | $3,973,907 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,371,780 | BeginningYearBalanceAmt |
| Contributions | $173,512 | ContributionsAmt |
| Investment Earnings Or Losses | $415,064 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $325,000 | OtherExpendituresAmt |
| End Year Balance | $3,635,356 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,834,927 | BeginningYearBalanceAmt |
| Contributions | $237,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$621,373 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $52,631 | OtherExpendituresAmt |
| Administrative Expenses | $26,643 | AdministrativeExpensesAmt |
| End Year Balance | $3,371,780 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,658,449 | BeginningYearBalanceAmt |
| Contributions | $1,172,609 | ContributionsAmt |
| Investment Earnings Or Losses | $394,906 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $367,888 | OtherExpendituresAmt |
| Administrative Expenses | $23,149 | AdministrativeExpensesAmt |
| End Year Balance | $3,834,927 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01649 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98351 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $791,704 | OtherCostOrOtherBasisAmt |
| Book Value | $791,704 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,221,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,189,463 | DepreciationAmt |
| Book Value | $3,032,232 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,975 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,975 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $478,449 | OtherCostOrOtherBasisAmt |
| Depreciation | $390,225 | DepreciationAmt |
| Book Value | $88,224 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,241,302 | OtherCostOrOtherBasisAmt |
| Depreciation | $826,390 | DepreciationAmt |
| Book Value | $414,912 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,327,072 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSET | $59,082 |
| BENEFICIAL INTERESTS IN COMMUNITY FOUNDATIONS | $4,540,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,599,838 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $59,414 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $59,414 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,224,874 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $77,788 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $577,919 | OtherRevenueAmt |
| Revenue Not Reported | $655,707 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,569,167 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $18,875 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $18,875 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,588,042 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,684,965 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $77,788 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $77,788 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,607,177 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $18,875 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $18,875 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,626,052 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION ACTS IN A FIDUCIARY CAPACITY AS CUSTODIANS OF CLIENT FUNDS ENTRUSTED TO THEM. THESE FUNDS ARE KEPT SEPARATELY AND ARE SEGREGATED FROM OPERATING ACCOUNT FUNDS. CLIENT FUNDS ARE DEPOSITED IN A SEPARATE CLIENT DEPOSIT ACCOUNT IN A FEDERALLY INSURED FINANCIAL INSTITUTION. |
| PART V, LINE 4: | THE ORGANIZATION HAS ESTABLISHED THREE FUNDS, WHICH ARE HELD AS BENEFICIAL INTERESTS IN ASSETS AT THE ST. PAUL & MINNESOTA FOUNDATION AND THE ST. CROIX VALLEY FOUNDATION. IN CERTAIN CIRCUMSTANCES FAMILYMEANS HAS THE OPPORTUNITY TO WITHDRAW SOME OR ALL OF THE INTERESTS FROM THE FOUNDATIONS. THESE FUNDS ARE A MEANS OF SAFEGUARDING VALUABLE SERVICES FOR FAMILIES AND MAINTAINING CAPITAL RESOURCES OWNED BY THE AGENCY. A LONG-TERM FUND AT THE ST. PAUL & MINNESOTA FOUNDATION, AND THE LONG-TERM AGENCY FUND AT THE ST. CROIX VALLEY FOUNDATION HELP SUPPORT PROGRAMS AND CAN HAVE A STABILIZING EFFECT ON THE SOMEWHAT UNPREDICTABLE FUNDING STREAMS AVAILABLE TO FAMILY SERVICE ORGANIZATIONS. THE LONG-TERM FACILITY FUND AT THE ST. CROIX VALLEY FOUNDATION GENERATES FUNDS TO BE USED TO REPAIR, REPLACE, UPGRADE, BUILD OR PURCHASE FACILITIES AND EQUIPMENT. THIS FUND WILL NOT BE USED TO PAY FOR ANNUAL OPERATIONAL EXPENSES RELATED TO FACILITIES. AN ENDOWMENT IS ONE WAY THE BOARD OF DIRECTORS AND THE COMMUNITY ENSURE THE ORGANIZATIONS CAPACITY TO SERVE FAMILIES FAR INTO THE FUTURE. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE INCOME TAX LAWS. THE ORGANIZATION IS A NON-PRIVATE FOUNDATION AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS A CHARITABLE TAX DEDUCTION BY THE CONTRIBUTOR. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATES OF MINNESOTA AND WISCONSIN. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE THREE YEARS AFTER THE DATE OF FILING, INCLUDING EXTENSIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTERESTS IN COMMUNITY FOUNDATIONS 577,919. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BETTER IS POSSIBLE | Event1Nm |
| Gross Receipts Event1 | $155,028 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $136,722 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,306 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,053 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $3,055 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,613 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $12,524 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $155,028 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $136,722 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,306 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,053 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,055 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,613 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,524 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,245 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$6,939 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES KROENING | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $143,608 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $4,741 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $17,042 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $165,391 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE REVIEWS THE 990 AND APPROVES IT. THE MINUTES OF THE AUDIT COMMITTEE MEETING AND THE 990 ARE INCLUDED IN AN EMAIL TO THE BOARD FOR THE BOARD MEETING. THE 990 IS AVAILABLE TO ALL BOARD MEMBERS WHO ARE INTERESTED IN REVIEWING IT. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY THE FULL BOARD AND ALL OF THE OFFICERS OF THE AGENCY FILL OUT AND SIGN A NEW CONFLICT OF INTEREST DISCLOSURE FORM. AT THE BOARD AND MANAGEMENT MEETINGS, WHERE THE FORMS ARE SIGNED, EVERYONE IN THE ROOM IS ASKED AT THAT TIME, TO VERBALLY DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST. IF AT THAT TIME, ANY BOARD OR MANAGEMENT MEMBER FELT THAT A CONFLICT EXISTED, THE FULL BOARD WOULD REVIEW, AND IF NECESSARY IMPLEMENT ANY POSSIBLE RESTRICTIONS ON THE PERSON WITH THE CONFLICT. THE PRESIDENT OF FAMILYMEANS LEAVES THE BOARD ROOM WHEN THE BOARD IS DISCUSSING HIS/HER ANNUAL PERFORMANCE REVIEW AND ANY POSSIBLE SALARY ADJUSTMENTS. OTHER THAN THIS, THERE HAVE BEEN NO ISSUES BROUGHT BEFORE THE BOARD THAT MIGHT CREATE A CONFLICT OF INTEREST. ALL EMPLOYEES OF FAMILYMEANS SIGN A CONFLICT OF INTEREST DISCLOSURE AT THE TIME OF THEIR INITIAL EMPLOYMENT. THE HR MANAGER AND PRESIDENT REVIEW THE DISCLOSURES TO DETERMINE IF ANY CONFLICT DOES INDEED EXIST. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION FOR THE PRESIDENT OF FAMILYMEANS IS ESTABLISHED BY THE BOARD OF DIRECTORS, BASED ON COMPARABLE DATA AVAILABLE FROM VARIOUS NONPROFIT SALARY SURVEYS. ON AN ANNUAL BASIS THE BOARD CHAIR REVIEWS THE PRESIDENT'S PERFORMANCE. A SUMMARY OF THIS REVIEW IS BROUGHT TO THE FULL BOARD. IN A CLOSED MEETING THE BOARD REVIEWS BOTH PERFORMANCE AND PAY. SALARY ADJUSTMENTS, IF ANY, ARE MADE AT THIS TIME. THE BOARD CHAIR KEEPS MINUTES OF THE REVIEW PROCESS. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN SEPTEMBER 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S FORMS 990, AUDITED FINANCIALS, AND ANNUAL REPORTS CAN BE FOUND ON THEIR WEBSITE AT WWW.FAMILYMEANS.ORG/ANNUAL-REPORTS-AND-FINANCIALS/ |
| FORM 990, PART IX, LINE 11G | CONTRACT EMPLOYEE: PROGRAM SERVICE EXPENSES 424,001. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 424,001. RECRUITMENT: PROGRAM SERVICE EXPENSES 11,379. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,379. INSURANCE PROCESSING: PROGRAM SERVICE EXPENSES 127,696. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 127,696. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTERESTS IN COMMUNITY FOUNDATIONS 577,919. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
Comments