2026-09-23T10:38:54-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2025-01-01 411429208 ST DAVID'S STDA 9529390396 1130 NICOLLET MALL MINNEAPOLIS MN 55403 JULIE SJORDAL CHIEF EXECUTIVE OFFICER 9529390396 2026-09-18 1 RACHEL FLANDERS P01591790 6123764500 2026-09-18 2025 X JULIE SJORDAL 1130 NICOLLET MALL MINNEAPOLIS MN 55403 37071295 0 X WWW.STDAVIDSMN.ORG X 1981 MN ST. DAVID'S PROVIDES DEVELOPMENTAL AND THERAPEUTIC SERVICES PRIMARILY TO CHILDREN 0-8. 20 20 699 172 0 0 5274503 6420707 26741396 29694932 254532 106825 -127219 -120568 32143212 36101896 23988 17747 0 0 25145851 29511679 0 0 1856827 5052955 5201327 30222794 34730753 1920418 1371143 26777285 28564592 5393777 5624211 21383508 22940381 X ST. DAVID'S IS A REGIONAL LEADER IN CHILD DEVELOPMENT, REACHING 8,000 YOUNG CHILDREN WITH DEVELOPMENTAL DELAYS AND EMERGING MENTAL HEALTH CONCERNS ANNUALLY. ITS MISSION IS TO BUILD RELATIONSHIPS THAT NURTURE THE DEVELOPMENT OF EVERY CHILD AND FAMILY. 0 0 6275455 0 6314222 AUTISM TREATMENT: PRESCHOOL AND SCHOOL-AGE DAY TREATMENT SERVICES IMPROVE SOCIAL COMMUNICATION, EMOTIONAL REGULATION, AND INTERPERSONAL INTERACTION FOR CHILDREN DIAGNOSED WITH ASD, UTILIZING A DEVELOPMENTAL, RELATIONSHIP-, PLAY-BASED APPROACH. OUR MINNEAPOLIS LOCATION OFFERS A CULTURALLY SPECIFIC PRESCHOOL DAY TREATMENT PROGRAM FOR EAST AFRICAN CHILDREN DIAGNOSED WITH AUTISM.2025 ACCOMPLISHMENT: REACHED 350 CHILDREN WITH UNIQUE, MULTIDISCIPLINARY MODEL, BUILDING CAPACITY ACROSS ALL DOMAINS OF DEVELOPMENT AND WORKING CLOSELY WITH PARENTS AND SIBLINGS TO STRENGTHEN FAMILY RELATIONSHIPS AS A SECURE BASE FOR ALL FUTURE RELATIONSHIPS. 6016293 4149 6541461 CHILDREN'S MENTAL HEALTH: A COMPREHENSIVE CONTINUUM OF MENTAL HEALTH SERVICES FOR CHILDREN, PRENATAL THROUGH ADOLESCENCE, AND THEIR FAMILIES, INCLUDING ASSESSMENT, IMMEDIATE SHORT-TERM SUPPORT, EVIDENCE-BASED OUTPATIENT THERAPY, INTENSIVE THERAPEUTIC PRESCHOOL CLASSROOMS, AND CASE MANAGEMENT. SERVICES TAKE PLACE IN OUR THREE CENTERS IN MINNEAPOLIS AND MINNETONKA, IN MORE THAN 20 CHILDCARE CENTERS AND ELEMENTARY SCHOOLS, AND IN OVER 2,000 HOMES ACROSS THE TWIN CITIES METRO. 2025 ACCOMPLISHMENT: REACHED 1,814 CHILDREN, IDENTIFYING ROOT CAUSES TO EMERGING MENTAL HEALTH NEEDS AND ADDRESSING THOSE NEEDS THROUGH INTERVENTIONS THAT RESULT IN IMPROVED OUTCOMES FOR BOTH PARENTS AND CHILDREN. IN 2025, 90% OF THE CHILDREN IN TREATMENT FOR MORE THAN 90 DAYS HAVE REDUCED SEVERITY OF SYMPTOMS. 5364606 0 5690626 PEDIATRIC THERAPY: OCCUPATIONAL, SPEECH/LANGUAGE, AND FEEDING THERAPISTS WORK ACROSS DISCIPLINES TO IMPROVE DEVELOPMENTAL OUTCOMES FOR CHILDREN 18 MONTHS TO 12 YEARS. 2025 ACCOMPLISHMENT: REACHED 1,391 CHILDREN AND THEIR PARENTS; FOR CHILDREN WITH TREATMENT PLANS IN PLACE FOR AT LEAST 90 DAYS, 97% HAD SHOWN SIGNIFICANT IMPROVEMENT. 4555637 0 5634411 DISABILITY SERVICES: IN-HOME SUPPORT AND GROUP-BASED THERAPEUTIC RECREATION FOR INDIVIDUALS WITH SPECIAL NEEDS AGES TWO THROUGH ADULTHOOD, EMPHASIZING COMMUNITY INVOLVEMENT, FRIENDSHIP-BUILDING, AND HEALTHY AND INDEPENDENT LIVING. 2339428 13598 2922911 EARLY CHILDHOOD EDUCATION: INCLUSIVE EARLY CHILDHOOD EDUCATION AND CHILDCARE FOR CHILDREN OF ALL ABILITIES AGES 16 MONTHS TO 5 YEARS. 1737790 0 2088209 PARENT-CHILD HOME VISITING: USING A PARENT-CHILD ATTACHMENT LENS, SERVICES INCLUDE EMOTIONAL SUPPORT, DEVELOPMENTAL GUIDANCE, AND CONCRETE RESOURCES TO STABILIZE FAMILIES OF CHILDREN PRENATAL THROUGH AGE 5 AND SUPPORT THE STRONG DEVELOPMENTAL, SCHOOL READINESS, AND HEALTH OUTCOMES. 616956 0 480429 PARENT, PROVIDER, AND SYSTEM CAPACITY-BUILDING: EARLY CHILDHOOD MENTAL HEALTH CONSULTATION, CLINICAL CASE CONSULTATION, TRAINING, AND ADVOCACY EFFORTS THAT BUILD CAPACITY IN PARENTS, CHILDCARE PROVIDERS AND OTHER PROFESSIONALS, AND WITHIN CHILD-FOCUSED SYSTEMS ACROSS OUR COMMUNITY. 1143318 0 22663 ALL OTHER PROGRAM ACTIVITIES. 10393129 13598 11148623 28049483 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 33 0 1 699 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X JULIE SJORDAL 9529390396 1130 NICOLLET MALL MINNEAPOLIS MN 55403 JORGE BECERRA ILLINGWORTH BOARD CHAIR 2.00 X X 0 0 0 ANN LOWRY CHAIR ELECT 2.00 X X 0 0 0 RAFAEL VASCONCELLOS PAST CHAIR 2.00 X X 0 0 0 GARRETT TVINNEREIM TREASURER 2.00 X X 0 0 0 KLERISSA CHURCH SECRETARY 2.00 X X 0 0 0 LISA BAILEY BOARD MEMBER 2.00 X 0 0 0 JAMES EPPEL BOARD MEMBER 2.00 X 0 0 0 NATE GESKE BOARD MEMBER 2.00 X 0 0 0 BETSY HAWN BOARD MEMBER 2.00 X 0 0 0 CHELSEA LARSON BOARD MEMBER 2.00 X 0 0 0 KATIE LIEGEL BOARD MEMBER 2.00 X 0 0 0 MATTHEW MCDONALD BOARD MEMBER 2.00 X 0 0 0 RHODA MHIRIPIRI-REED BOARD MEMBER 2.00 X 0 0 0 MARIAM MOHAMED BOARD MEMBER 2.00 X 0 0 0 COLLEEN NESS BOARD MEMBER 2.00 X 0 0 0 CHRIS SIMMONS BOARD MEMBER 2.00 X 0 0 0 JAMES STEWART BOARD MEMBER 2.00 X 0 0 0 SHEILA SWEENEY BOARD MEMBER 2.00 X 0 0 0 NATE WHITTIER BOARD MEMBER 2.00 X 0 0 0 CHITA WORCESTER BOARD MEMBER 2.00 X 0 0 0 JULIE SJORDAL CHIEF EXECUTIVE OFFICER 40.00 X 217931 0 72973 ERICA TENNESSEN CHIEF FINANCIAL OFFICER 40.00 X 163197 0 16110 MAUREEN WALSH CHIEF ADVANCEMENT & STRATE 40.00 X 153844 0 29754 CARA BENOIT CHIEF OPERATIONS OFFICER 40.00 X 109152 0 45314 JOY HOUSKA DIRECTOR OF COMMUNITY RELATIONS 40.00 X 118941 0 13268 VANESSA SLIVKEN EXECUTIVE DIRECTOR-MINNETONKA 40.00 X 109290 0 19574 872355 0 196993 9 0 1 0 MCGOUGH CONSTRUCTION CO INC 2737 FAIRVIEW AVENUE NORTH ST PAUL MN 55113 CONSTRUCTION 680929 GILBERT MECHANICAL CONTRACTORS INC 5251 W 74TH STREET EDINA MN 55439 CONSTRUCTION 474655 POPE DESIGN GROUP 767 N EUSTIS ST STE 190 ST PAUL MN 55114 DESIGN SERVICES 421810 SOTA CLEAN LLC 324 BROADWAY ST ALEXANDRIA MN 56308 CLEANING SERVICES 285162 NTH INC 81 S 9TH ST MINNEAPOLIS MN 55402 REAL ESTATE SERVICES 139320 8 378 742152 5678177 6420707 GOVERNMENTAL CONTRACTS 624110 19191447 19191447 CLIENT FEES & REIMBURS 624110 7668565 7668565 TUITION & PRIVATE FEES 624110 2834920 2834920 29694932 71636 71636 240000 255481 -15481 -15481 -15481 408047 152999 343969 181888 64078 -28889 35189 35189 71041 742152 179945 -108904 -108904 10150 8116 2034 2034 OTHER INCOME 900099 1783 1783 1783 36101896 29694932 0 -13743 17747 17747 470213 218178 252035 24292543 21108521 2170234 1013788 446624 349736 76295 20593 2211397 1746698 358627 106072 2090902 1760381 257507 73014 108218 54109 54109 69507 69507 65310 65310 54000 21277 20740 11983 15975 15975 1330252 619896 415341 295015 154320 250 154070 470905 456670 14122 113 411019 161947 157864 91208 897849 818709 42278 36862 1306667 626054 680613 CREDIT LOSSES 173636 173636 PROVIDER TAXES 143669 143669 34730753 28049483 4824443 1856827 2740198 3659791 41569 64879 1283488 1151133 3700790 3480587 270328 517774 28249711 11964725 15824482 16284986 1075416 1234749 567000 567000 1274014 1603693 26777285 28564592 2255442 2111297 2500000 2500000 638335 1012914 5393777 5624211 X 17516449 19145808 3867059 3794573 21383508 22940381 26777285 28564592 1371143 185730 0 X 0 1 X 1 0 X 5733924 1443713 5928355 5334753 6420707 24861452 5733924 1443713 5928355 5334753 6420707 24861452 6378829 18482623 16967 19805 22761 138211 71636 269380 20995 412899 2404 28713 1783 466794 25597626 116610746 0.72200 0.72850 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE FUNDRAISING INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 54000 1 9828 0 0 63828 0 PART II-B, LINE 1: ST. DAVID'S PAID COOK STRONG SELLWOOD A TOTAL OF $54,000 TO PERFORM LOBBYING ACTIVITIES ON BEHALF OF THE ORGANIZATION. ST. DAVID'S ALLOCATED $9,828 TOWARDS STATE LEGISTALATIVE LOBBYING ACTIVITIES. 1769570 1000 203953 79628 1894895 1890209 54404 175043 1769570 1769699 145969 25459 1890209 1858392 -7302 81391 1769699 1740227 194500 76335 1858392 0.00000 1.00000 0.00000 0 0 132136 132136 23361307 8372752 14988555 1623273 1216875 406398 3110804 2352907 757897 22191 22191 0 16284986 CASH SURRENDER VALUE OF LIFE INSURANCE POLICY 1035538 RIGHT OF USE ASSET 568155 1603693 DEFERRED EXECUTIVE COMPENSATION 443378 LEASE LIABILITY 569536 1012914 X 36527132 185730 185730 36341402 15975 -255481 -239506 36101896 34970259 255481 255481 34714778 15975 15975 34730753 PART V, LINE 4: THE ENDOWMENT FUNDS INCLUDE DONOR RESTRICTED FUNDS AND A GENERAL OPERATING ENDOWMENT. A STRATEGY OF APPROPRIATING 4-5% OF THE ENDOWMENT VALUE EACH YEAR TO SUPPORT THE PARTICULAR AREA THE ENDOWMENT IS DESIGNATED FOR WITH THE INTENTION THAT THE INVESTMENT RETURN WILL EXCEED THE DRAW. PART X, LINE 2: ST. DAVID'S HAS A TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND MINNESOTA STATUTE 290.05. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. ST. DAVID'S FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD 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. ST. DAVID'S IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENT EXPENSE -255,481. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE 255,481. GALA 801152 742152 59000 9771 15062 69129 750 56061 801152 742152 59000 9771 15062 69129 750 56061 150773 -91773 1 SCHOLARSHIPS 3 17747 N/A N/A PART I, LINE 2: WE HAVE 2 OPTIONS FOR FINANCIAL ASSISTANCE: 1) SCHOLARSHIP FOR CHILDCARE PROGRAMMING 2) SLIDING SCALE FEE SCHEDULE FOR CLINICAL SERVICES. AT TIMES OUR CLIENTS EXPERIENCE FINANCIAL HARDSHIPS AND ASK FOR ASSISTANCE. ST. DAVID'S HAS LIMITED FUNDS AVAILABLE TO OFFSET EXPENSES DURING TIMES OF HARDSHIP. ALL OTHER AVAILABLE ASSISTANCE RESOURCES SHOULD BE ACCESSED PRIOR TO APPLICATION FOR ST. DAVID'S FINANCIAL ASSISTANCE. WHEN APPLYING FOR ASSISTANCE THROUGH ST. DAVID'S, CLIENTS WILL BE ASKED TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION AND PROVIDE APPROPRIATE INCOME VERIFICATION(S) AND SUPPORTING DOCUMENTATION THAT THEY ARE INELIGIBLE FOR OTHER RESOURCES. APPROPRIATE INCOME VERIFICATION(S) INCLUDE A COPY OF THEIR RECENT FEDERAL 1040 TAX RETURN INCLUDING ALL APPLICABLE SCHEDULES AND/OR THEIR BENEFIT LETTER FOR SOCIAL SECURITY, UNEMPLOYMENT, OR DISABILITY BENEFITS. THE APPLICATION AND INCOME VERIFICATION(S) CAN BE MAILED TO: ST. DAVID'S, BILLING OFFICE, 3395 PLYMOUTH RD, MINNETONKA, MN 55305 OR FAXED TO 952-548-8615. CLIENTS CAN CONTACT THE BILLING OFFICE AT 952-562-5774 WITH QUESTIONS ABOUT THIS APPLICATION. RE-APPLICATIONS ARE DUE IN MARCH FOR THE NEXT ENROLLMENT PERIOD (6/1-5/31). THE APPROVAL PROCESS CAN TAKE UP TO 14 DAYS UPON RECEIPT OF THE CORRECTLY COMPLETED DOCUMENTS NECESSARY TO PROCESS AN APPLICATION. ST. DAVID'S WILL REVIEW COMPLETED FINANCIAL ASSISTANCE APPLICATION, REQUIRED INCOME VERIFICATIONS AND FAMILY SIZE TO DETERMINE IF A CLIENT QUALIFIES FOR A DISCOUNT. INCOME CRITERIA IS BASED ON THE CURRENT FEDERAL POVERTY GUIDELINES. INCOME LEVELS ASSOCIATED WITH THIS GUIDELINE ARE BASED ON FAMILY SIZE. FINANCIAL ELIGIBILITY FOR ECE IS AS FOLLOWS: UP TO $5,000 PER FAMILY* PER CALENDAR YEAR (NOT TO EXCEED $416.67 PER MONTH OR 50% OF TUITION COSTS EACH MONTH, WHICHEVER IS LESS) AT 100% OF FEDERAL POVERTY GUIDELINES UP TO $2,500 PER FAMILY* PER CALENDAR YEAR (NOT TO EXCEED $208.33 PER MONTH OR 50% OF TUITION COSTS EACH MONTH, WHICHEVER IS LESS) AT 150% OF FEDERAL POVERTY GUIDELINES UP TO $1,000 PER FAMILY* PER CALENDAR YEAR (NOT TO EXCEED $83.33 PER MONTH OR 50% OF TUITION COSTS EACH MONTH, WHICHEVER IS LESS) AT 185% OF FEDERAL POVERTY GUIDELINES FAMILIES ABOVE 185% OF FEDERAL POVERTY GUIDELINES ARE NOT ELIGIBLE FOR FINANCIAL ASSISTANCE. *FOR FAMILIES WITH MORE THAN ONE CHILD, THE MAXIMUM AMOUNT APPROVED FOR ANY ADDITIONAL CHILDREN WILL BE UP TO 50% OF THE ANNUAL MAXIMUM THAT THE FAMILY IS ELIGIBLE FOR. IN CERTAIN PROGRAMS, WE HAVE GRANTS OR SPECIFIC CONTRIBUTIONS DESIGNED TO OFFSET CLIENT TUITION, CO-PAYS OR DEDUCTIBLES FOR THOSE WHO HAVE FINANCIAL HARDSHIP OR ARE UNDERINSURED. IN THIS SITUATION, WE MAY BE ABLE TO OFFER FINANCIAL ASSISTANCE THAT IS NOT AVAILABLE IN OTHER PROGRAMS. X X X X 0 1 0 0 0 0 0 0 0 JULIE SJORDAL CHIEF EXECUTIVE OFFICER 217931 0 0 0 0 0 0 0 72973 0 290904 0 0 0 MAUREEN WALSH CHIEF ADVANCEMENT & STRATE 153844 0 0 0 0 0 0 0 29754 0 183598 0 0 0 ERICA TENNESSEN CHIEF FINANCIAL OFFICER 163197 0 0 0 0 0 0 0 16110 0 179307 0 0 0 CARA BENOIT CHIEF OPERATIONS OFFICER 109152 0 0 0 0 0 0 0 45314 0 154466 0 0 0 PART I, LINE 3 OUTSIDE COMPENSATION INFORMATION IS COLLECTED. BOARD APPROVES INCREASES. PART I, LINE 4B JULIE SJORDAL AND ERICA TENNESSEN PARTICIPATED IN A 457(F) PLAN FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF AT LEAST THREE DIRECTORS DESIGNATED BY THE BOARD, TYPICALLY THE CHAIR, CHAIR-ELECT, AND DESIGNATED COMMITTEE CHAIRS. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY OF THE BOARD IN THE MANAGEMENT AND BUSINESS OF THE ORGANIZATION IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD; ALTHOUGH THE EXECUTIVE COMMITTEE IS AT ALL TIMES SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B 990 IS PREPARED BY THE CONTROLLER OR DIRECTOR OF FINANCE AND REVIEWED BY CLA. WHEN COMPLETE, THE 990 IS PRESENTED TO THE FINANCE COMMITTEE BY CLA. AFTER THE FINANCE COMMITTEE REVIEWS THE 990, A MOTION IS DECLARED TO APPROVE. THE 990 IS THEN GIVEN TO ALL BOARD MEMBERS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN AN ANNUAL STATEMENT INCLUDING RELATIONSHIPS THAT MAY BE POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. CONFLICTS OF INTEREST DISCLOSURE STATEMENTS ARE REVIEWED BY HUMAN RESOURCES. FINANCIAL CONFLICTS OF INTEREST ARE REPORTED TO THE EXECUTIVE DIRECTOR AND THE BOARD. INDIVIDUALS DETERMINED TO HAVE A CONFLICT OF INTEREST SHALL NOT INFLUENCE OR PARTICIPATE IN THE DECISION OR ANY MATTER INVOLVING THE POTENTIAL CONFLICT. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. EMPLOYEES OF THE ORGANIZATION ARE REQUIRED TO DISCLOSE PERCEIVED CONFLICTS OF INTEREST ON THE POTENTIAL CONFLICT OF INTEREST DISCLOSURE CERTIFICATION FORM. UPON DISCOVERY OF AN UNDISCLOSED CONFLICT THE INTERESTED PERSON WILL BE INFORMED OF SUCH BELIEF AND WILL HAVE AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE THE POTENTIAL CONFLICT. AFTER REVIEWING, INVESTIGATION AND CONSIDERATION OF THE RESPONSE, A DETERMINATION OF THE ACCEPTABILITY OF THE CONFLICT WILL BE MADE. APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION SHALL BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS ENGAGED OUTSIDE COUNSEL TO COMPLETE COMPARATIVE MARKET ANALYSIS BI-ANNUALLY. THE MOST RECENT MARKET ANALYSIS WAS COMPLETED IN 2024 FOR ALL STAFF. RESULTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND SALARY ADJUSTMENTS ARE RECOMMENDED AND APPROVED BY THE FULL BOARD OF DIRECTORS. 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. ST DAVID'S CENTER MINNEAPOLIS LLC 3395 PLYMOUTH RD MINNETONKA MN 55305 REAL ESTATE HOLDING MN 0 0 ST DAVID'S