2024-02-01T10:47:14-06:00 2022-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2021-07-01 237417424 KREIDER SERVICES INC KREI 8152886691 500 ANCHOR ROAD DIXON IL 61021 JEFF STAUTER EXECUTIVE DIRECTOR 8152886691 2024-01-22 1 JEFF STAUTER 999009999 MICHAEL J PETERSON CPA P01833529 2187224705 2024-01-18 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z X X JEFF STAUTER 500 ANCHOR ROAD DIXON IL 61021 18715838 0 X WWW.KREIDERSERVICES.ORG X 1974 IL INDIVIDUALS REACHING THEIR FULLEST POTENTIAL 7 7 605 25 0 0 4764678 3474471 15406780 15157423 98207 8517 87127 64373 20356792 18704784 0 0 0 0 16325667 14985766 0 0 11055 4502411 4446872 20828078 19432638 -471286 -727854 7634045 7218946 3215041 3527796 4419004 3691150 X PROVIDE MEANINGFUL SUPPORTS TO PEOPLE WITH DISABILITIES TO LIVE, WORK, AND PARTICIPATE IN THEIR COMMUNITY. 0 0 12969336 0 14744261 RESIDENTIAL LIVING - KREIDER SERVICES HAS 25 GROUP HOMES LOCATED IN DIXON, ASHTON, AMBOY, FRANKLIN GROVE, STOCKTON, GALENA AND ROCK FALLS. THESE SITES ARE HOME SWEET HOME TO 188 PEOPLE WITH VARYING DEGREES OF DISABILITY. THREE HOMES ARE DESIGNED SPECIFICALLY FOR INDIVIDUALS WITHDEVELOPMENTAL DISABILITIES WHO ARE ALSO DEAF AND/OR BLIND. ONE HOME WITH FOUR SINGLE BEDROOMS IS TAILORED TO ASSIST PEOPLE WITH AUTISM. IN OTHER HOMES, WE SERVE PEOPLE WITH DEVELOPMENTAL DISABILITIES WHO ARE MEDICALLY FRAGILE OR HAVE OTHER SPECIAL NEEDS. DEPENDING ON THE SIZE OF HOME, THE CAPACITY RANGES FROM TWO TO SIXTEEN INDIVIDUALS PER HOUSEHOLD. ALL HOMES HAVE 24-HOUR SUPERVISION WITH WELL-TRAINED STAFF IN COMPLIANCE WITH STATE OF ILLINOIS STANDARDS. STAFF MEMBERS ASSIST AND GUIDE EACH PERSON TO LIVE AS INDEPENDENTLY AS POSSIBLE IN A COMFORTABLE COMMUNITY SETTING. STAFF MEMBERS OFFER TRAINING TO INDIVIDUALS TO LEARN HOW TO TAKE CARE OF PHYSICAL NEEDS, DO PERSONAL GROOMING, COOK, DO HOUSEKEEPING CHORES, CLEAN LAUNDRY, AND SAFELY ACCESS THE COMMUNITY. WE STRIVE NOT ONLY FOR COMMUNITY ACCESS, BUT FOR TRUE COMMUNITY INCLUSION AS WELL. PEOPLE WITH DISABILITIES ATTEND THE CHURCH OF THEIR CHOICE, TAKE CLASSES, AND VOLUNTEER TO HELP WITH COMMUNITY ORGANIZATIONS. 2872922 0 290998 WORKSHOP AND DAY TRAINING - IN A SHELTERED PRODUCTION WORKSHOP, INDIVIDUALS ARE ENCOURAGED TO LEARN APPROPRIATE WORK SKILLS, HABITS AND EXPECTATIONS FOR VOCATIONAL AND PERSONAL GROWTH. PAID WORK OPPORTUNITIES ARE PROVIDED THROUGH SUBCONTRACTS OBTAINED FROM PRIVATE INDUSTRY. WHILE EARNING WAGES FOR WORK, INDIVIDUALS WILL USE THIS PROGRAM AS A STEPPING STONE TO REACH THE ULTIMATE GOAL OF EMPLOYMENT IN THE COMMUNITY. SUBCONTRACTS INCLUDE ASSEMBLY, SORTING, PACKAGING, FOOD PACKAGING AND LABELING, AND SPECIALTY ORDERS. 101331 0 122164 HUD - KREIDER SERVICES, INC. HAS TWO RESIDENTIAL FACILITIES FOR WHICH THEY RECEIVE HOUSING ASSISTANCE PAYMENTS FROM HUD. THE HOUSING IS PROVIDED TO KREIDER SERVICES, INC.'S CLIENTS. 0 0 0 COMMUNITY SERVICE SYSTEMS INCLUDES:SKILLS TRAINING - THE SKILL TRAINING PROGRAM PROVIDES SERVICES TO INDIVIDUALS IN AREAS OF DAILY LIVING SKILLS, LEISURE, AND COMMUNITY ACCESS. WITH STAFF ASSISTANCE, INDIVIDUALS PARTICIPATE IN ACTIVITIES SUCH AS: PRE-VOCATIONAL SKILLS, SWIMMING, EXERCISE CLASSES, BOWLING, HORSEBACK RIDING, AND DAILY LIFE SKILLS. A WEEKLY COFFEE GROUP JOINS SENIOR CITIZENS FROM THE COMMUNITY. STAFF TRAINS INDIVIDUALS ON PRE-VOCATIONAL AND DAILY LIFE SKILLS. ADAPTIVE EQUIPMENT IS USED FOR DEVELOPING SPEECH, COMMUNICATION AND VOCATIONAL SKILLS.EARLY INTERVENTION - THE EARLIEST EFFORTS CAN CHANGE A CHILD'S ABILITY FOR A LIFETIME. OUR EARLY INTERVENTION PROGRAM IS GEARED FOR CHILDREN BIRTH TO THREE YEARS OF AGE. EARLY INTERVENTION SERVICES ARE DESIGNED TO IMPROVE A CHILD'S GROWTH IN THE AREAS OF LANGUAGE, SPEECH, MOTOR COORDINATION, SELF-HELP SKILLS, AND SOCIAL DEVELOPMENT. DEVELOPMENTAL THERAPY IS OFFERED IN THE CHILD'S HOME. PHYSICAL, SPEECH, AND OCCUPATIONAL THERAPY ARE AVAILABLE AS PART OF THE COMPREHENSIVE OVERALL EARLY INTERVENTION PROGRAM. PARENTAL INVOLVEMENT IS AN INTEGRAL PART OFTHE PROGRAM. THIS APPROACH IS DESIGNED TO TEACH PARENTS HOW TO INCORPORATE THESE SKILLS INTO THEIR CHILD'S DAILY ROUTINES. OUR PLAY GROUP, BRIGHT BEGINNINGS, IS PROVIDED TO ANY CHILD AGES 2-4. THIS SOCIAL GROUP HELPS DEVELOP SOCIALIZATION, LANGUAGE AND INTEGRATION SKILLS.CREATIVE EMPLOYMENT - CREATIVE EMPLOYMENT SERVICES (CES) WORKS TO MEET THE LABOR NEEDS OF BUSINESSES WHILE ASSISTING INDIVIDUALS WITH DISABILITIES TO OBTAIN AND MAINTAIN EMPLOYMENT. CES PROVIDES ON-GOING SERVICES TO INDIVIDUALS REGARDLESS OF THEIR DISABILITY. CES GOES BEYONDSTANDARD EMPLOYMENT PLACEMENT. THE CES EMPLOYMENT SPECIALIST IS TRAINED TO HELP A PERSON BECOME EMPLOYED IN THE COMMUNITY, ACTING AS CONSULTANTS TO EMPLOYERS IN HELPING THEM TO HIRE CAPABLE PEOPLE. STAFF WILL REPRESENT THE SKILLS AND UNIQUE POSITIVE TRAITS OF EACH PERSONLOOKING FOR A COMMUNITY JOB. THE EMPLOYMENT SPECIALIST WILL TALK ABOUT WHAT SUPPORTS EACH PERSON WILL NEED TO SUCCEED ON THE JOB, AND HOW TO HELP THE EMPLOYER PROVIDE THOSE SUPPORTS. CES STAFF MAINTAINS AN ONGOING RELATIONSHIP WITH THE EMPLOYERS TO INSURE NEWLY HIRED INDIVIDUALS MEET PERFORMANCE AND PRODUCTIVITY EXPECTATIONS. OUR GOAL IS TO FIND A GOOD JOB MATCH FOR BOTH EMPLOYER AND POTENTIAL EMPLOYEE.RESPITE - KREIDER SERVICES, INC. PROVIDES RESPITE SERVICES TO INDIVIDUALS (BOTH CHILDREN AND ADULTS) WHO HAVE A DIAGNOSED DEVELOPMENTAL DISABILITY AND RESIDE IN LEE, WHITESIDE, OR CARROLL COUNTIES. THE PURPOSE OF RESPITE IS TO PROVIDE TEMPORARY RELIEF TO FAMILIES. THE SERVICES ARE AVAILABLE TO INDIVIDUALS THAT MEET THE ESTABLISHED CRITERIA ON EITHER A PLANNED OR EMERGENCY BASIS. RESPITESERVICES ARE PRIMARILY AVAILABLE IN THE FAMILY'S HOME. RESIDENTIAL RESPITE SERVICES ARE ALSO AVAILABLE THROUGH KREIDER SERVICES' RESIDENTIAL RESPITE HOME. THIS FEATURE OF OUR RESPITE PROGRAM IS DESIGNED TO ALLOW A PERSON WITH DISABILITIES WHO NORMALLY LIVES AT HOME TO STAY IN THE RESPITE HOME FOR A FEW DAYS OR WEEKS. THIS SERVICE IS KREIDER SERVICES, INC. 23-7417424 AVAILABLE FOR INDIVIDUALS 18 YEARS OR OLDER WHO HAVE A DEVELOPMENTAL DISABILITY AND NEED A SHORT-TERM RESIDENTIAL STAY. 0 0 0 15943589 1 1 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 40 0 605 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 IL X JENNIFER DEWEY 8152886691 PO BOX 366 DIXON IL 61021 JEFF STAUTER EXECUTIVE DIRECTOR 45.00 1.00 X 160157 0 33092 JULIE SCHOLL VP CLINICAL 40.00 1.00 X 129574 0 22303 BRENDA NAILOR CONTROLLER 45.00 1.00 X 68205 0 11052 MIKE HICKEY PRESIDENT 1.00 X X 0 0 0 NICHOLAS ESCOBAR VICE PRESIDENT (BEGAN 2/17/22) 1.00 X X 0 0 0 DON VOCK SECRETARY/TREASURER 1.00 X X 0 0 0 DR RICHARD PILLER VICE PRESIDENT (DECEASED 2/16/22) 2.00 1.00 X X 0 0 0 CHERYL EBENS DIRECTOR 1.00 X 0 0 0 BECKY HAAS DIRECTOR 1.00 X 0 0 0 JIM MARSHALL DIRECTOR 1.00 X 0 0 0 STEPHANIE ROE QUINTON DIRECTOR 1.00 X 0 0 0 357936 0 66447 2 0 1 0 0 15600 7153 952248 2298891 200579 3474471 FEES FOR SERVICES 711120 14744261 14744261 SHELTER WORKSHOP 624310 290998 290998 HUD RENTAL INCOME 624100 122164 122164 15157423 6767 6767 35475 0 35475 35475 35475 1750 0 1750 1750 1750 24693 7153 11054 13639 13639 MISCELLANEOUS INCOME 900099 15259 15259 15259 18704784 15157423 0 72890 424383 424383 11477252 9566725 1910527 99090 88601 10489 2110499 1842405 268094 874542 741968 132574 31072 31072 127676 127676 100350 74813 25537 755 755 698519 654008 33456 11055 391454 70227 321227 1311200 1227716 83484 137112 118646 18466 8252 2392 5860 542027 533583 8444 79735 79735 PROVIDER TAX 313886 313886 JDRS DAY TRAINING 170025 170025 RESPITE CARE 169191 169191 STAFF TRAINING 108058 108058 257560 180855 76705 19432638 15943589 3477994 11055 107173 191772 869734 148797 1924142 2648970 128016 76798 12285158 8923589 3755241 3361569 3503 3503 446503 446503 399733 341034 7634045 7218946 1638299 1369831 439500 74429 389201 330502 34156 18707 713885 1734327 3215041 3527796 X 4295534 3621287 123470 69863 4419004 3691150 7634045 7218946 -727854 0 X 0 1 X 1 0 X 1634117 1552312 1276948 4764678 3474471 12702526 1634117 1552312 1276948 4764678 3474471 12702526 12702526 264040 244765 99473 58054 42242 708574 13639 13639 108163 96510 106364 36774 15259 363070 13787809 78555186 0.92130 0.89420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 778215 778215 7130633 5266365 1864268 1204407 848034 356373 2620644 2319657 300987 551259 489533 61726 3361569 CASH SURRENDER VALUE OF LIFE INSURANCE 49770 F NHRMA PRIVATE STOCK 105733 F NHRMA - WC COLLATERAL 291000 F 446503 RENT DEPOSITS - RESIDENTS 2912 SECURED MORTGAGES TO RELATED PARTY 1032976 LINE OF CREDIT 698439 1734327 X 18715838 11054 11054 18704784 0 18704784 19443692 11054 11054 19432638 0 19432638 PART IV, LINE 2B: KREIDER SERVICES, INC. ASSUMES A FIDUCIARY RELATIONSHIP WITH CERTAIN CLIENTS WHO CANNOT MANAGE THEIR OWN FINANCES. CLIENT SUPPORT FUNDS ARE RECEIVED FROM PRIVATE AND GOVERNMENTAL SOURCES, INCLUDING THE SOCIAL SECURITY ADMINISTRATION AND VETERANS ADMINISTRATION. THESE FUNDS ARE USED PRIMARILY TO OFFSET CLIENTS OUT-OF-HOME PLACEMENT AND LIVING COSTS. THESE FUNDS ARE HELD IN A SEPARATE ACCOUNT AND ARE RECORDED AS ASSET AND LIABILITY ON KREIDER SERVICES, INC.'S BALANCE SHEET. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE. ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2022 AND 2021. THE ORGANIZATION ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OR THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 11,054. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 11,054. GOLF EVENT 14549 4990 9559 356 1056 2523 367 2948 5K 12297 2163 10134 257 261 450 2836 1 5000 5000 31846 7153 24693 613 1056 2784 817 5784 11054 13639 X X X X X 0 0 0 0 0 0 0 0 0 JEFF STAUTER EXECUTIVE DIRECTOR 151567 0 8590 0 0 0 3056 0 30036 0 193249 0 0 0 JULIE SCHOLL VP CLINICAL 121398 0 8176 0 0 0 1826 0 20477 0 151877 0 0 0 PART I, LINE 3 COMPENSATION IS REVIEWED AND SET BY A COMPENSATION COMMITTEE WHICH IS A GROUP OF BOARD MEMBERS. THIS COMMITTEE REVIEWS SALARY SURVEYS AND 990'S OF LIKE AGENCIES WITH SIMILAR BUDGET SIZE TO DETERMINE COMPENSATION AND ESTABLISH THE EMPLOYMENT CONTRACT WHICH IS THEN APPROVED BY THE BOARD OF DIRECTORS. THIS PROCESS IS DONE CURRENTLY AT 3 YEAR INTERVALS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN PREPARER SUBMITS A COPY OF FORM 990 TO THE CONTROLLER. THE CONTROLLER PRINTS OUT THREE COPIES OF THE RETURN. THE CEO, BOARD PRESIDENT, AND THE CONTROLLER REVIEW THE RETURN AND IF THEY AGREE THEY LET THE RETURN PREPARER KNOW THAT THE RETURN IS READY TO BE PROCESSED AND SIGNED BY THE CEO. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL EMPLOYEES AS WELL AS BOARD MEMBERS. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR THE IMPLEMENTATION OF THE POLICY. THE ORGANIZATION HAS DEVELOPED A FORM TITLED NOTIFICATION OF POTENTIAL CONFLICT OF INTEREST" THAT WOULD NEED TO BE COMPLETED WHEN A POTENTIAL CONFLICT ARRISES. CONFLICTS OF INTEREST ARE INVESTIGATED BY APPOINTED MEMBERS OF THE GOVERNANCE COMMITTEE ON AN ONGOING BASIS. IF IT IS DETERMINED THAT AN INDIVIDUAL FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL INFORM THE INDIVIDUAL OF SUCH A BELIEF AND AFFORD HIM AN OPPORTUNITY TO EXPLAIN. AFTER SAID EXPLANATION, THE BOARD SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION AS DEEMED NECESSARY. EACH CONFLICT SITUATION WOULD BE DOCUMENTED IN THE ORGANIZATION'S BOARD MINUTES. THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD ANNUALLY AND UPDATED AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15 ALL WAGE/SALARY RANGES ARE RESEARCHED AND COMPARED TO SELECTED COMPENSATION SURVEY DATA TO DETERMINE REQUIRED MARKET ADJUSTMENTS. POSITION DESCRIPTIONS MUST BE MAINTAINED ON A CURRENT BASIS AND WILL BE USED AS A BASIS OF COMPARISON TO MARKET DATA. ADDITIONAL COMPARISONS WILL BE CONDUCTED ANY TIME THE MARKETPLACE INDICATES PRESSURE ON KEY POSITIONS. OVERALL MARKET ADJUSTMENTS ARE EFFECTIVE THE FIRST FULL PAY OF JULY OF EACH YEAR, WITH ADDITIONAL ADJUSTMENTS MADE AS CONDITIONS SO WARRANT. COMPENSATION FOR THE CORPORATION IS APPROVED BY THE BOARD. DOCUMENTATION IS IN THE BOARD MINUTES AND IS CONDUCTED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST IN WRITING TO THE BUSINESS OFFICE. AMENDED RETURN: FORM 990, SECTION B, BOX C FORM 990, PART I, LINES 8, 12, 17, 18, 19, 20, 21, AND 22 FORM 990, PART III, LINES 4A EXPENSES, 4B EXPENSES, 4C EXPENSES, AND 4D EXPENSES FORM 990, PART IV, LINES 11 AND 12A FORM 990, PART V, LINES 7A AND 7B FORM 990, PART VIII, LINES 1F, 1H, 8A, 8C(A), 8C(C), 11A, AND 12A FORM 990, PART IX, LINES 7A, 7B, 8B, 8C, 9B, 9C, 10B, 10C, 11G(B), 11G(C), 13A, 13B, 13C, 13D, 14A, 14B, 14C, 16A, 16B, 16C, 17B, 17C, 20B, 20C, 22A, 22B, 22C, 23A, 23B, 24B(A), 24B(B), 24E(A), 24E(B), 25B, 25C, AND 25D FORM 990, PART X, LINES 4B, 9B, 17B, 25B, 26B, 27B, 28B, AND 32B FORM 990, PART XI, LINES 1, 3, 4, AND 10 FORM 990, PART XII, LINE 2B AND 3 FORM 990, SCHEDULE A, PART II, SECTION A, LINES 1E, 1F, 4E, 4F, 7E, 7F, 9E, 9F, 11F, AND 14 FORM 990, SCHEDULE D, PART X, LINES 1, 2, AND 3 FORM 990, SCHEDULE D, PART XI, LINES 1, 2D, 2E, 3 AND 5 FORM 990, SCHEDULE D, PART XII, LINES 1, 2D, 2E, 3, AND 5 FORM 990, SCHEDULE G, PART II, LINES 1C, 1D, 3C, 3D, AND 11 JO DAVIESS RESIDENTIAL SERVICES INC 521 SOUTH WEST STREET GALENA IL 61036 363526646 PROVIDE LOW INCOME HOUSING TO DEVELOPMENTALLY DISABLES ADULTS IL 501(C)(3) LINE 7 KREIDER SERVICES INC 1 KREIDER ALLIANCE PO BOX 366 DIXON IL 61021 510156572 PROVIDE LOW INCOME HOUSING TO DEVELOPMENTALLY DISABLES ADULTS IL 501(C)(3) LINE 12D, III-O N/A 0 KREIDER SERVICES FOUNDATION PO BOX 366 DIXON IL 61021 363403379 PROVIDE LOW INCOME HOUSING TO DEVELOPMENTALLY DISABLES ADULTS IL 501(C)(3) LINE 11 N/A 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 KREIDER SERVICES FOUNDATION INC C 950000 KREIDER SERVICES FOUNDATION INC E 1060295 KREIDER ALLIANCE K 298405 JO DAVIESS RESIDENTIAL SERVICES Q 1795