2024-05-16T15:25:41-05:00 2023-12-31 411647057 MAHONEY ULBRICH CHRISTIANSEN & RUSS PA 10 RIVER PARK PLAZA SUITE 800 SAINT PAUL MN 55107 990 2023-01-01 410972546 ACCORD ACCO 6123624400 1515 ENERGY PARK DRIVE SAINT PAUL MN 55108 RITA WIERSMA CHIEF EXECUTIVE OFFICER 6123624400 2024-05-14 1 RITA WIERSMA 999009999 0 ELIZABETH BARCHENGER P01270090 6512276695 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z RITA WIERSMA 1515 ENERGY PARK DRIVE SAINT PAUL MN 55108 22297174 0 X ACCORD.ORG X 1971 MN TO HELP PEOPLE LIVE THEIR GREATEST LIVES! 13 13 579 50 0 0 197382 969175 20366193 20118170 1900928 574188 61509 66627 22526012 21728160 15833 163911 0 0 15709094 17235133 0 0 488589 4657239 3771871 20382166 21170915 2143846 557245 15133680 14694845 7164399 6168319 7969281 8526526 X AT ACCORD, WE MAKE IT POSSIBLE FOR PEOPLE LIVING WITH DISABILITIES OR MENTAL HEALTH TO ACHIEVE THEIR PERSONAL AND CAREER GOALS AND LIVE LIFE TO THE FULLEST. WE ARE HELPING PEOPLE LIVE THEIR GREATEST LIVES! 0 0 7764885 163911 10336387 FAMILY SUPPORTS - ACCORD'S FAMILY SUPPORT SERVICES IS A WAIVER-FUNDED PROGRAM WITH A GOAL TO INCREASE INDEPENDENCE AND COMMUNITY CONNECTIONS FOR INDIVIDUALS WITH DISABILITIES. ACCORD OFFERS FOUR TYPES OF FAMILY SUPPORTS: INDIVIDUALIZED HOME SUPPORTS WITHOUT TRAINING, IN-HOME AND OUT-OF-HOME RESPITE CARE, HOMEMAKER SERVICES, AND NIGHT SUPERVISION. INDIVIDUALS CHOOSE THE STAFF WHO SUPPORT THEM. ACCORD CONTINUED TO PROVIDE QUALITY SUPPORT TO FAMILIES AND EMPLOYEES, OFFERED REMOTE SERVICES WHEN APPLICABLE, AND PROVIDED EMPLOYEES AND FAMILIES ACCESS TO CONTACTLESS SUPPORT THROUGHOUT 2023. ACCORD IS A TOP PROVIDER OF FAMILY SUPPORTS, AND SERVED 186 FAMILIES AND THEIR 339 EMPLOYEES IN 2023. 5849820 7102996 CASE MANAGEMENT - ACCORD'S CONTRACTED CASE MANAGEMENT PROGRAM PROVIDES SUPPORT SERVICES FOR INDIVIDUALS WHO QUALIFY FOR A VARIETY OF WAIVER PROGRAMS: DEVELOPMENTAL DISABILITIES (DD), COMMUNITY ALTERNATIVES FOR DISABLED INDIVIDUALS (CADI), CONSUMER-DIRECTED COMMUNITY SUPPORTS (CDCS), BRIAN INJURY (BI), ELDERLY WAIVER (EW), RULE 185, AND VULNERABLE ADULT/DEVELOPMENT DISABILITY (VA/DD) SERVICES. WE CONTRACT DIRECTLY WITH ANOKA, DAKOTA, HENNEPIN, AND WASHINGTON COUNTIES TO PROVIDE THESE SERVICES. CASE MANAGERS WORK WITH INDIVIDUALS AND TEAMS TO COMPLETE ASSESSMENTS, IMPLEMENT PERSON-CENTERED SUPPORT PLANS, ARRANGE FOR AND MONITOR WAIVER-ELIGIBLE SERVICES, AND CONSULT AND ADVOCATE WITH AND ON BEHALF OF INDIVIDUALS. IN 2023, ACCORD'S CASE MANAGEMENT TEAM BALANCED BOTH IN-PERSON AND VIRTUAL VISITS TO GIVE PEOPLE GREATER CHOICE AND GREATER ACCESS FOR THE 2426 PEOPLE SUPPORTED. 2530227 2352974 EMPLOYMENT AND DAY SERVICES - ACCORD'S EMPLOYMENT PROGRAM OFFERS CUSTOMIZED SUPPORT FOR PEOPLE WITH DISABILITIES THAT INCLUDES EXPLORATION, DEVELOPMENT, AND ON-THE-JOB SUPPORT. OUR SERVICES ENCOMPASS WHAT EACH INDIVIDUAL NEEDS TO BE SUCCESSFUL, FROM THE JOB SEARCH TO OTHER DETAILS SUCH AS TRANSPORTATION, TIME OFF NEEDS, TRAINING, WORKPLACE COMMUNICATION, AND FINDING NATURAL SUPPORTS TO HELP THEM BE SUCCESSFUL ON THE JOB. ACCORD'S EMPLOYMENT FIRST MODEL FOCUSES ON HELPING INDIVIDUALS EXPLORE, FIND, AND KEEP COMPETITIVE, COMMUNITY EMPLOYMENT. IN ADDITION, ACCORD RECOGNIZES THAT INDIVIDUALS NEED ADDITIONAL SUPPORT TO HELP THEM NAVIGATE RELATIONSHIPS AND INTEGRATE INTO THEIR COMMUNITY. OUR DAY SUPPORT PROGRAM HELPS PEOPLE BUILD THESE SKILLS AND EXPERIENCE MEANINGFUL COMMUNITY ACTIVITIES. IN 2023, WE SUPPORTED 237 INDIVIDUALS WITH EMPLOYMENT NEEDS AND 131 INDIVIDUALS IN OUR DAY SUPPORTS PROGRAM. 545 0 RESIDENTIAL SERVICES - PROVIDES RESIDENTIAL SERVICES TO INDIVIDUALS WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES AND/OR MENTAL HEALTH ISSUES IN HENNEPIN AND PINE COUNTIES, FOCUSED ON ENCOURAGING AND SUPPORTING INDIVIDUALS TO BECOME ACTIVE IN THEIR COMMUNITY. TRAINING AND SUPPORT IS PROVIDED TO DEVELOP COMMUNITY LIVING SKILLS, PARTICIPATE IN RECREATION AND LEISURE OPPORTUNITIES, AND BUILD RELATIONSHIPS WITH MEMBERS OF THEIR NEIGHBORHOODS. THIS PROGRAM ENDED IN 2022. 424351 322276 COMMUNITY SERVICES - COMMUNITY SUPPORT SERVICES AT ACCORD INCLUDE A RANGE OF PROGRAMS AIMED AT HELPING PEOPLE ENGAGE IN THEIR COMMUNITY, BUILD SKILLS, AND ACCESS RESOURCES. WHEN PEOPLE EXPERIENCE INDEPENDENCE AND BELONGING, THEY ARE HAPPIER AND HEALTHIER. 57785 0 HOME HEALTH SERVICES - SERVICES ARE DESIGNED TO PROMOTE WELLNESS AND RECOVERY, WITH AN EMPHASIS ON PSYCHIATRIC REHABILITATION. PROVIDES INDIVIDUALS WITH PSYCHIATRIC NURSING SUPPORTS IN THE HOMES OF PEOPLE WHO EXPERIENCE MENTAL HEALTH ISSUES. NURSES VISIT INDIVIDUALS ON A REGULAR BASIS TO ASSIST WITH MEDICATION MANAGEMENT AND EDUCATION, AND TO ASSESS MENTAL HEALTH AND STABILITY. NURSES MAY MAKE RECOMMENDATIONS FOR OTHER SERVICES FOR INDIVIDUALS WHO NEED ADDITIONAL SUPPORT TO LIVE THEIR GREATEST LIVES. THIS PROGRAM ENDED IN 2022. 50183 9000 CARE COORDINATION - ACCORD BEGAN PROVIDING CARE COORDINATION SERVICES IN 2023. THE CARE COORDINATION MODEL FOCUSES ON THE PERSON FIRST, HELPING THEM NAVIGATE HEALTH AND SOCIAL SYSTEMS OF CARE TO PROMOTE HEALTHY BEHAVIORS; INVITING COMMUNITY INCLUSION AND PARTICIPATION; AND EMPOWERING INDIVIDUALS TO ACCESS RESOURCES TO PROMOTE INDEPENDENCE AND CHOICE. ACCORD'S FOCUS IS ON THE INDIVIDUAL'S OVERALL HEALTH AND WELLBEING. 152246 61164 HOUSING STABILIZATION SERVICES - PROVIDES ACCESS TO AFFORDABLE HOUSING FOR PEOPLE COPING WITH LOW INCOME OR MENTAL ILLNESS, OR WHO ARE HOMELESS OR AT RISK OF BECOMING HOMELESS. HOUSING OPTIONS INCLUDE EFFICIENCY APARTMENTS, ONE AND TWO-BEDROOM APARTMENTS AND SHARED HOUSING WITH PRIVATE BEDROOMS. PEOPLE RECEIVING HOUSING SERVICES CAN FEEL MORE SECURE AND PREPARED TO LIVE THEIR GREATEST LIVES, AND MAY CHOOSE TO ACCESS OTHER ACCORD SERVICES OR SERVICES FROM OTHER PROVIDERS TO BUILD THEIR SKILLS, SELF-RELIANCE, AND WELLNESS. 685110 392440 16830042 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 19 0 1 579 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X ROBERT PICKERING 6123624400 1515 ENERGY PARK DRIVE SAINT PAUL MN 55108 JOHN EVENSTAD VICE CHAIR 2.00 X X 0 0 0 SARAH HALL CHAIR 2.00 X X 0 0 0 BEN YOUNG DIRECTOR 2.00 X 0 0 0 ANDREW WITTENBORG SECRETARY 2.00 X X 0 0 0 JOAN HUMPHREY LINCK DIRECTOR 2.00 X 0 0 0 PAULA WINKLER DIRECTOR 2.00 X 0 0 0 SARAH TAYLOR DIRECTOR 2.00 X 0 0 0 MARY LYNN HITZ DIRECTOR 2.00 X 0 0 0 JOHN RITTER DIRECTOR 2.00 X 0 0 0 JONATHAN SONDERGAARD TREASURER 2.00 X X 0 0 0 PETER KOEHN DIRECTOR 2.00 X 0 0 0 KEVIN SIENKO DIRECTOR 2.00 X 0 0 0 JIM PUTMAN DIRECTOR 2.00 X 0 0 0 RITA WIERSMA CHIEF EXECUTIVE OFFICER 40.00 X 249136 0 8191 ROBERT PICKERING CHIEF FINANCIAL OFFICER 40.00 X 144706 0 26916 PAUL WELNA CHIEF HUMAN CAPITAL OFFICE 40.00 X 140867 0 15185 PAMELA ZIMMERMAN VP OF PROGRAMS 40.00 X 130604 0 13678 JOHN STANTON VP OF GROWTH STRATEGY 40.00 X 118936 0 28937 JES CUOCO FINANCIAL CONTROLLER 40.00 X 109597 0 21153 JENNIFER SPRINGER SENIER DIRECTOR OF TALENT 40.00 X 112969 0 3361 1006815 0 117421 8 0 1 0 MASTERSWITCH 79 13TH AVE NE SUITE 219 MINNEAPOLIS MN 55413 TECHNOLOGY SUPPORT 207748 1 897200 71975 969175 PROGRAM SERVICES 623000 20047478 20047478 MANAGEMENT FEE INCOME 623000 70692 70692 20118170 60401 60401 1082801 569014 513787 513787 513787 OTHER INCOME 531390 66627 66627 66627 21728160 20184797 0 574188 163911 163911 1123236 42896 906734 173606 13498322 12486080 884406 127836 102128 91237 10595 296 1182522 962224 205689 14609 1328925 1156883 147921 24121 30807 1943 28864 35975 35975 363531 40664 321519 1348 120649 28247 23154 69248 609321 52082 543845 13394 1061525 838869 188375 34281 263996 255816 7312 868 3750 3750 398744 202787 184990 10967 72526 41039 30630 857 STAFF DEVELOPMENT 415424 108206 292719 14499 BAD DEBT EXPENSE 204186 203775 411 EQUIPMENT 158489 141274 16408 807 MISCELLANEOUS 32948 12109 18987 1852 21170915 16830042 3852284 488589 374496 0 3116258 3541722 2763077 2472866 211380 270076 8413564 1390422 7176061 7023142 9038 7778 1483370 1379261 15133680 14694845 1056962 1350353 5742453 4562049 364984 255917 7164399 6168319 X 7969281 8526526 7969281 8526526 15133680 14694845 557245 0 X X 0 1 X 1 1 1 X 222596 1241425 71727 197382 969175 2702305 222596 1241425 71727 197382 969175 2702305 115027 2587278 15812 8883 193 3779 60401 89068 9892 64367 37430 61509 66627 239825 3031198 108791810 0.85350 0.78430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1532888 1532888 5657207 568241 5088966 1059732 726814 332918 163737 95367 68370 7023142 UNEMPLOYMENT TRUST 190230 LEASE DEPOSITS BUILDINGS 2716 DEFERRED COMPENSATION DEPOSITS 64600 DUE FROM RELATED PARTIES 1057464 RIGHT OF USE ASSETS, NET 64251 1379261 DEFERRED COMPENSATION LIABILITY 64600 UNEMPLOYMENT TRUST LIABILITY 67598 RIGHT OF USE LIABILITY 123719 255917 X PART X, LINE 2: EACH ENTITY OF THE ORGANIZATION IS INCORPORATED UNDER THE LAWS OF MINNESOTA AS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE 501(C)(3) AS A PUBLIC CHARITY AND NOT AS A PRIVATE FOUNDATION. MANAGEMENT BELIEVES THE CORPORATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS IN 2023 OR 2022. THE ORGANIZATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAXES (UBIT) FOR SOME REVENUES THAT ARE NOT RELATED TO ITS EXEMPT PURPOSE. THE ORGANIZATION DOES NOT TYPICALLY HAVE SUCH ACTIVITIES THAT WOULD RESULT IN A MATERIAL AMOUNT OF UBIT. 1 MT OLIVET ROLLING ACRES 7200 ROLLING ACRES ROAD VICTORIA MN 55386 410907046 501 (C)(3) 163911 0 SUBRECIPIENT FOR ADULT FOSTER CARE TECHNOLOGY NEEDS. 1 0 X X 0 0 0 0 0 0 0 0 0 RITA WIERSMA CHIEF EXECUTIVE OFFICER 249136 0 0 0 0 0 7484 0 707 0 257327 0 0 0 ROBERT PICKERING CHIEF FINANCIAL OFFICER 144706 0 0 0 0 0 4707 0 22209 0 171622 0 0 0 PAUL WELNA CHIEF HUMAN CAPITAL OFFICE 140867 0 0 0 0 0 4277 0 10908 0 156052 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER FIRST REVIEWS THE 990 RECEIVED FROM THE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE CHIEF EXECUTIVE OFFICER WHO PRESENTS IT TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISCUSSED AT LEAST ANNUALLY AT A BOARD MEETING TO KEEP MEMBERS AWARE. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE COMMITTEE REVIEWS THE COMPENSATION OF THE CEO - DOES A COMPARISON BASED ON COMPARABLE SURVEY STUDIES. THE GOVERNANCE COMMITTEE MAKES A RECOMMENDATION TO FULL BOARD FOR THEIR APPROVAL. FOR OTHER OFFICERS AND KEY EMPLOYEES, ANNUAL REVIEWS ARE COMPLETED WITH CONSIDERATION OF ACCOMPLISHMENTS OF PERSONAL AND BUSINESS GOALS. COMPARABILITY STUDIES ARE USED IN CONJUNCTION WITH ACCOMPLISHMENTS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE AT THE OFFICE UPON REQUEST FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HOME SHARE 1515 ENERGY PARK DRIVE ST PAUL MN 55108 411769102 SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES MN 501(C)(3) 509(A)(2) ACCORD 1 KELLY APARTMENTS 1515 ENERGY PARK DRIVE ST PAUL MN 55108 411733879 SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES MN 501(C)(3) 509(A)(2) ACCORD 1 NORTH COURT APARTMENTS 1515 ENERGY PARK DRIVE ST PAUL MN 55108 411810289 SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES MN 501(C)(3) 509(A)(2) ACCORD 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 HOME SHARE D 459738 BOOK VALUE KELLY APARTMENTS D 243930 BOOK VALUE NORTH COURT APARTMENTS D 353796 BOOK VALUE HOME SHARE Q 58384 CASH PAID KELLY APARTMENTS Q 21186 CASH PAID HOME SHARE L 12068 COST KELLY APARTMENTS L 6420 COST