2024-07-11T17:14:35-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-01-01 411519855 REACH FOR RESOURCES INC REAC 9522003030 5900 GREEN OAK DRIVE 303 MINNETONKA MN 55343 KATE BOTTIGER EXECUTIVE DIRECTOR 9522003030 2024-07-09 1 KATE BOTTIGER 999009999 0 CHAD LASSEN P01587992 6123764500 2024-07-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z KATE BOTTIGER 5900 GREEN OAK DRIVE 303 MINNETONKA MN 55343 4147279 0 X WWW.REACHFORRESOURCES.ORG X 1985 MN EMPOWERING PEOPLE OF ALL ABILITIES TO REACH THEIR FULL POTENTIAL. 10 10 130 57 0 0 215843 311323 2760706 3724163 20641 24244 -57664 -29126 2939526 4030604 0 0 0 0 2602175 3367530 0 0 182407 428770 687831 3030945 4055361 -91419 -24757 1855835 1880538 670483 679809 1185352 1200729 X EMPOWERING PEOPLE OF ALL ABILITIES TO REACH THEIR FULL POTENTIAL. WE PROVIDE INDIVIDUALIZED SERVICES THAT MAXIMIZE INDEPENDENCE, BOOSTS COMMUNITY ENGAGEMENT AND IMPROVES PHYSICAL AND EMOTIONAL WELL-BEING. 1 0 1245516 0 1335981 COMMUNITY LIVING SUPPORTS - IN 2023, REACH FOR RESOURCES SUPPORTED 232 ADULTS THROUGH EMPLOYMENT, HOUSING, AND INDEPENDENT LIVING. 950596 0 1203119 WAIVER CASE MANAGEMENT - PROVIDES PERSONALIZED SUPPORTS TO INDIVIDUALS LOOKING TO COORDINATE THEIR SERVICES THROUGH WAIVER FUNDING. IN 2023, REACH FOR RESOURCES SUPPORTED 529 INDIVIDUALS. 734415 0 906981 MENTAL HEALTH SERVICES - PROVIDED COUNSELING, PARENTAL EDUCATION, AND SUPPORT FOR INDIVIDUALS AND FAMILIES WHO DEAL WITH MENTAL HEALTH CONDITIONS. IN 2023, REACH FOR RESOURCES SUPPORTED 292 INDIVIDUALS. 254916 0 278633 ADAPTIVE RECREATION & OTHER PROGRAM ACTIVITIES - OFFERED A VARIETY OF ADAPTIVE PROGRAMS AND ACTIVITIES WHICH PROMOTE PHYSICAL AND MENTAL HEALTH AND WELL BEING. IN 2023, REACH FOR RESOURCES SUPPORTED 643 INDIVIDUALS. 0 0 0 COUNSELING: IN-PERSON AND VIRTUAL INDIVIDUAL THERAPY AND GROUP THERAPY SERVICES TO ADULTS, ADOLESCENTS AND FAMILIES WITH AND WITHOUT DISABILITIES IN NEED OF EMOTIONAL SUPPORT. THE NUMBER OF INDIVIDUALS SUPPORTED WAS 31. 254916 0 278633 3185443 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 130 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MN X X ROSEANN LENT 9522005024 5900 GREEN OAK DRIVE SUITE 303 MINNETONKA MN 55343 DAVID ERICKSON BOARD CHAIR 4.00 X X 0 0 0 CODY HOLIDAY BOARD DEPUTY CHAIR 2.00 X X 0 0 0 ANNA HULSTEIN TREASURER 2.00 X X 0 0 0 DANNY NGO SECRETARY 1.00 X X 0 0 0 ANNA KUHLMAN DIRECTOR 1.00 X 0 0 0 CAROL FARR DIRECTOR 1.00 X 0 0 0 DANDY LEIZENS DIRECTOR 1.00 X 0 0 0 PATRICK BOLEY DIRECTOR 2.00 X 0 0 0 PETER THOMPSON DIRECTOR 1.00 X 0 0 0 SENJA LOTTER DIRECTOR 1.00 X 0 0 0 KATE BOTTIGER EXECUTIVE DIRECTOR 40.00 X 122074 0 6313 ROSEANN LENT BUSINESS/FINANCE MANAGER 40.00 X 74907 0 3948 196981 0 10261 1 0 0 0 0 81659 229664 37796 311323 INDEPENDENT & COMMUNIT 623000 1335981 1335981 WAIVER CASE MANAGEMENT 624310 1203119 1203119 MENTAL HEALTH COUNSELI 624310 906981 906981 ADAPTIVE RECREATION 624310 271058 271058 OTHER PROGRAM FEES 624310 7024 7024 3724163 29314 29314 65610 70680 -5070 -5070 -5070 16318 81659 45995 -29677 -29677 MISCELLANEOUS REVENUE 561499 551 551 551 4030604 3724714 0 -5433 207241 90789 97194 19258 2716584 2378035 251060 87489 33801 32641 482 678 196335 162640 26075 7620 213569 180343 25429 7797 17393 17393 38540 14124 12916 11500 8664 8664 58947 49736 7095 2116 37512 32980 4050 482 106717 64823 41894 85865 85261 488 116 9396 6541 2318 537 527 527 63817 50609 10878 2330 LICENSES & FEES 123972 17789 102170 4013 BAD DEBT EXPENSE 86883 86883 49598 10468 659 38471 4055361 3185443 687511 182407 163814 200872 407555 313864 357540 471132 28541 38358 41534 41499 562 35 467536 523973 100000 103430 330287 228874 1855835 1880538 322711 426796 12982 18293 334790 234720 670483 679809 X 1185352 1109149 91580 1185352 1200729 1855835 1880538 -24757 40134 0 X 0 1 X 1 0 X 213277 138641 693281 215843 308830 1569872 213277 138641 693281 215843 308830 1569872 169969 1399903 13205 9246 23701 21164 29314 96630 116 1323 353 551 2343 1668845 14024546 0.83880 0.88660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 116. 2021 AMOUNT: $ 1,323. 2022 AMOUNT: $ 353. 2023 AMOUNT: $ 551. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30244 30209 35 11290 11290 0 35 CERTIFICATE OF DEPOSIT 103430 F 103430 RIGHT OF USE LEASE ASSET 228874 228874 CAPITAL LEASE PAYABLE 234720 234720 X 4142948 40134 72210 112344 4030604 0 4030604 4127571 72210 72210 4055361 0 4055361 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE 501(C)(3). THE ORGANIZATION IS SUBJECT TO TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE ORGANIZATION HAS ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. NO LIABILITY WAS RECOGNIZED BY THE ORGANIZATION AS A RESULT OF THE IMPLEMENTATION OF THIS STANDARD. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURIDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. RADIOATHON 38805 33862 4943 2410 1510 15657 GOLF 27029 18519 8510 710 15770 6 32143 29278 2865 3799 200 4121 1818 97977 81659 16318 6209 910 5631 1818 31427 45995 -29677 X SPECIAL EVENTS - AUCTION 87 37796 FMV 0 0 0 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 2 ACQUISITION OF TRAIL IN JUNE 2023 TO PROVIDE TRANSPORTATION TO INDIVIDUALS WITH DISABILITIES TO ACCESS EDUCATIONAL, SOCIAL, AND RECREATIONAL OPPORTUNITIES WITHIN THEIR COMMUNITY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS PROVIDED TO MANAGEMENT FOR THEIR REVIEW BEFORE BEING PROVIDED TO THE GOVERNING BODY FOR REVIEW AND APPROVAL PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ANY BOARD MEMBER, KEY EMPLOYEE, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A POTENTIAL CONFLICT OF INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE DETERMINES BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. ALL PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD (ALONG WITH THE CHAIR OF TALENT DEVELOPMENT COMMITTEE) TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR, USING APPROPRIATE COMPARABILITY DATA. THE COMMITTEE BROUGHT THEIR RECOMMENDATION TO THE FULL BOARD FOR APPROVAL. THIS AMOUNT WAS THEN EMAILED TO OUR FINANCE & OFFICE MANAGER. THE MOST RECENT YEAR THIS WAS COMPLETED WAS 2023. THE EXECUTIVE DIRECTOR REVIEWED SALARIES WITHIN THE ORGANIZATION AND COMPARED THEM WITH SIMILAR POSITIONS IN THE STATE OF MINNESOTA BY USING THE MINNESOTA COUNCIL OF NONPROFIT SALARY ANALYSIS AND BROUGHT THIS INFORMATION TO THE BOARD FOR ANNUAL INCREASES. THROUGHOUT THE YEAR, THE EXECUTIVE DIRECTOR KEEPS A PULSE ON SALARIES FOR SIMILAR POSITIONS WITHIN THE ORGANIZATION TO MAKE SURE WE ARE AT LEAST IN MID-RANGE. THIS USUALLY OCCURS AT LEAST ONCE PER YEAR. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE. THE ORGANIZATION DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.