2026-09-08T09:05:31-05:00 2025-12-31 394403219 BGM ADVISORY LLC 7900 INTERNATIONAL DR STE 800 BLOOMINGTON MN 554251581 990 2025-01-01 410993136 ASSOCIATION OF RESIDENTIAL RESOURCES IN MN INC ASSO 6512911086 860 BLUE GENTIAN ROAD 190 EAGAN MN 55121 ANNA HEGLAND PRESIDENT 6512911086 2026-08-31 1 COREY EDMUNDS P00288931 9528442500 2026-08-31 2025 ANNA HEGLAND 860 BLUE GENTIAN ROAD 190 EAGAN MN 55121 2254446 0 X WWW.ARRM.ORG X 1970 MN ARRM LEADS THE ADVANCEMENT OF COMMUNITY-BASED SERVICES THAT SUPPORT PEOPLE WITH DISABILITIES IN THEIR PURSUIT OF MEANINGFUL LIVES. 25 25 8 200 0 0 231193 167593 1855298 2021679 61805 63568 3360 1606 2151656 2254446 0 0 0 0 1019936 1151799 0 0 31518 945577 1008336 1965513 2160135 186143 94311 2310194 2651553 533014 780062 1777180 1871491 X ARRM LEADS THE ADVANCEMENT OF COMMUNITY-BASED SERVICES THAT SUPPORT PEOPLE WITH DISABILITIES IN THEIR PURSUIT OF MEANINGFUL LIVES. 0 0 1568953 1738304 MEMBERSHIPARRM CONTINUED TO SUPPORT AND INFORM DISABILITY SERVICE PROVIDERS ACROSS MINNESOTA THROUGH ADVOCACY, EDUCATION, RESEARCH, AND MEMBER ENGAGEMENT ACTIVITIES. IN 2025, ARRM EXPANDED ITS MEMBERSHIP BASE BY ADDING 20 NEW MEMBERS, INCLUDING 12 ORGANIZATIONAL MEMBERS SERVING COMMUNITIES ACROSS MINNESOTA AND EIGHT ASSOCIATE MEMBERS REPRESENTING ORGANIZATIONS IN SIX STATES. ARRM MEMBERS COLLECTIVELY EMPLOY APPROXIMATELY 27,000 STAFF SERVING INDIVIDUALS WITH DISABILITIES THROUGHOUT 87 MINNESOTA COUNTIES.ARRM MAINTAINED REGULAR COMMUNICATION WITH MEMBERS THROUGH COMMITTEE MEETINGS, WEBINARS, BLOG POSTS, ACTION ALERTS, AND INDUSTRY UPDATES ADDRESSING WORKFORCE CHALLENGES, LEGISLATIVE DEVELOPMENTS, REGULATORY CHANGES, AND OPERATIONAL BEST PRACTICES. ARRM ALSO EXPANDED ITS DIGITAL COMMUNICATIONS REACH SIGNIFICANTLY DURING 2025, GENERATING MORE THAN 329,000 SOCIAL MEDIA IMPRESSIONS ACROSS PLATFORMS.ARRM CONTINUED TO CONDUCT ITS ANNUAL INDUSTRY SURVEY, GATHERING CRITICAL INFORMATION REGARDING WORKFORCE SHORTAGES, STAFF TURNOVER, REIMBURSEMENT CHALLENGES, AND PROVIDER SUSTAINABILITY. SURVEY RESULTS INFORMED LEGISLATIVE ADVOCACY EFFORTS, PUBLIC EDUCATION INITIATIVES, AND POLICY ANALYSIS THROUGHOUT THE YEAR.ARRM ALSO CONTINUED DEVELOPMENT EFFORTS RELATED TO THE ARRM OPENINGS PORTAL DESIGNED TO IMPROVE CONNECTIONS BETWEEN INDIVIDUALS SEEKING SERVICES AND PROVIDER ORGANIZATIONS ACROSS THE STATE. 324224 283375 EDUCATIONARRM EXPANDED ITS EDUCATIONAL PROGRAMMING DURING 2025, HOSTING 28 EVENTS AND EDUCATIONAL OFFERINGS THROUGHOUT THE YEAR COMPARED WITH 17 EVENTS IN THE PRIOR YEAR. EDUCATIONAL ACTIVITIES GENERATED APPROXIMATELY 1,908 ATTENDEES AND PROVIDED MORE THAN 12,500 HOURS OF EDUCATION AND TRAINING TO DISABILITY SERVICE PROFESSIONALS, ORGANIZATIONAL LEADERS, AND COMMUNITY PARTNERS.MAJOR EDUCATIONAL EVENTS INCLUDED THE FORWARD ANNUAL CONFERENCE, LEADERSHIP CONFERENCE, LEADERSHIP INSTITUTE WORKSHOPS, BUSINESS & FINANCE FORUMS, AND MULTIPLE "DIVING DEEP ON DWRS" TRAININGS FOCUSED ON MINNESOTA'S DISABILITY WAIVER RATE SYSTEM. ARRM ALSO HOSTED WEBINARS AND TRAINING SESSIONS ADDRESSING PAID FAMILY MEDICAL LEAVE, LABOR LAW CHANGES, SERVICE DOCUMENTATION REQUIREMENTS, FINANCIAL OPERATIONS, ASSISTIVE TECHNOLOGY, REMOTE SUPPORT, AND OTHER EMERGING INDUSTRY TOPICS.ARRM CONTINUED ITS COLLABORATION WITH THE MINNESOTA DEPARTMENT OF HUMAN SERVICES THROUGH RECURRING "Q&A WITH DHS" WEBINARS AND POLICY DISCUSSIONS, HELPING PROVIDERS NAVIGATE CHANGING REGULATIONS AND OPERATIONAL REQUIREMENTS.ARRM CONTINUED TO ADVANCE INNOVATION INITIATIVES SUPPORTING THE USE OF ASSISTIVE TECHNOLOGY AND REMOTE SUPPORT SERVICES WITHIN HOME AND COMMUNITY-BASED SERVICES. THROUGH THE ARRM INNOVATION GRANT AND RELATED EDUCATIONAL INITIATIVES, ARRM PROVIDED STATEWIDE TRAINING AND TECHNICAL ASSISTANCE FOCUSED ON PERSON-CENTERED TECHNOLOGY SOLUTIONS SUPPORTING INDIVIDUALS WITH DISABILITIES.DURING 2025, ARRM FACILITATED ASSISTIVE TECHNOLOGY AND REMOTE SUPPORT TRAINING OPPORTUNITIES ACROSS MINNESOTA, REACHING MORE THAN 7,200 TRAINING PARTICIPANTS AND CONTRIBUTING TO BROADER AWARENESS AND ADOPTION OF TECHNOLOGY-SUPPORTED SERVICE MODELS. 62100 0 ADVOCACY & POLICYARRM REMAINED HIGHLY ACTIVE IN LEGISLATIVE ADVOCACY AND PUBLIC POLICY EFFORTS THROUGHOUT 2025 DURING A PARTICULARLY CHALLENGING LEGISLATIVE ENVIRONMENT FOR DISABILITY SERVICES PROVIDERS. ARRM STAFF AND MEMBERS WORKED EXTENSIVELY TO OPPOSE SIGNIFICANT PROPOSED CUTS TO DISABILITY SERVICES WHILE ADVANCING POLICIES SUPPORTING HOME AND COMMUNITY-BASED SERVICES AND PROVIDER SUSTAINABILITY.ARRM ORGANIZED ADVOCACY EVENTS, DISTRICT DIALOGUES, LEGISLATIVE MEETINGS, AND GRASSROOTS CAMPAIGNS CONNECTING PROVIDERS, FAMILIES, INDIVIDUALS RECEIVING SERVICES, AND LEGISLATORS THROUGHOUT MINNESOTA. DURING 2025, ARRM COORDINATED MORE THAN 160 MEETINGS WITH LEGISLATORS, GENERATED NEARLY 10,000 ADVOCACY MESSAGES THROUGH ACTION ALERTS, AND PROVIDED TESTIMONY BEFORE HOUSE AND SENATE COMMITTEES 16 TIMES.LEGISLATIVE AND POLICY ACCOMPLISHMENTS DURING 2025 INCLUDED ADVOCACY EFFORTS RELATED TO DISABILITY WAIVER RATE SYSTEM POLICIES, DIRECT CARE WORKFORCE REQUIREMENTS, RATE EXCEPTIONS, RESIDENTIAL SERVICES REGULATIONS, ASSISTIVE TECHNOLOGY ACCESS, AND PROTECTIONS FOR COMMUNITY-BASED PROVIDERS. ARRM ALSO CONTINUED TO PROVIDE POLICY ANALYSIS, FISCAL IMPACT REVIEW, AND TECHNICAL ASSISTANCE TO MEMBERS REGARDING WAIVER PROGRAMS, REIMBURSEMENT SYSTEMS, AND REGULATORY COMPLIANCE.ARRM COMMITTEES, TASK FORCES, AND WORK GROUPS CONTINUED TO PROVIDE FORUMS FOR COLLABORATION, POLICY DEVELOPMENT, AND INFORMATION SHARING AMONG PROVIDERS AND INDUSTRY STAKEHOLDERS 1955277 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X RACHEL DYER 6512911086 860 BLUE GENTIAN ROAD SUITE 190 EAGAN MN 55121 ANNA HEGLAND PRESIDENT 1.00 X X 0 0 0 RITA WIERSMA VICE PRESIDENT 1.00 X X 0 0 0 TOM GILLESPIE TREASURER 1.00 X X 0 0 0 JOSH BERG SECRETARY 1.00 X X 0 0 0 ALAN BERNER DIRECTOR 1.00 X 0 0 0 ALISON WILLIAMS DIRECTOR 1.00 X 0 0 0 BETH TOLLEFSON DIRECTOR 1.00 X 0 0 0 BRENT KROCAK DIRECTOR 1.00 X 0 0 0 CINDY OSTROWSKI DIRECTOR 1.00 X 0 0 0 DANIELLE FOX DIRECTOR 1.00 X 0 0 0 ERIC PEDERSON DIRECTOR 1.00 X 0 0 0 JAMES HAMMILL DIRECTOR 1.00 X 0 0 0 JENNIFER O'NEILL DIRECTOR 1.00 X 0 0 0 JOE PETERSON DIRECTOR 1.00 X 0 0 0 JOHN ESTREM DIRECTOR 1.00 X 0 0 0 JON NELSON DIRECTOR 1.00 X 0 0 0 KARIN STOCKWELL DIRECTOR 1.00 X 0 0 0 KRYSTLE LEE GLAD BOARD DEVELOPEMENT CORDINA 1.00 X 0 0 0 LISA THELEN DIRECTOR 1.00 X 0 0 0 MARGE SCHWAB DIRECTOR 1.00 X 0 0 0 MARK DUBBELS DIRECTOR 1.00 X 0 0 0 MICHELLE HOOEY DIRECTOR 1.00 X 0 0 0 RHONDA PETERSON DIRECTOR 1.00 X 0 0 0 STACY ROE DIRECTOR 1.00 X 0 0 0 STEVEN TURVOLD DIRECTOR 1.00 X 0 0 0 SUE SCHETTLE CEO 40.00 X 198722 0 26363 SARA GRAFSTROM SENIOR DIRECTOR OF STATE & 40.00 X 132298 0 14650 KENNETH BENCE DIRECTOR OF RESEARCH,ANAL 40.00 X 126519 0 23659 ASHLEY WEAR SENIOR DIRECTOR OF MEMBER 40.00 X 112339 0 13820 569878 0 78492 4 0 1 0 0 167593 167593 ORGANIZATIONAL DUES 541900 1702887 1702887 REGISTRATIONS 541900 246275 246275 EXHIBITOR FEES 541900 37100 37100 ASSOCIATE DUES 541900 35417 35417 2021679 63568 63568 MISCELLANEOUS 541900 1606 1606 1606 2254446 2021679 0 65174 X 198722 172889 21859 3974 757198 660873 81505 14820 44524 38736 4898 890 79280 68973 8721 1586 72075 62705 7928 1442 23758 22499 1069 190 22480 20945 1302 233 273886 259194 12425 2267 5605 5605 133053 119626 11361 2066 15951 15832 101 18 62671 55465 6098 1108 38259 36262 1689 308 288634 287443 1008 183 23864 20762 2625 477 14016 12194 1542 280 CAM EXPENSE 35756 31108 3933 715 BANK CHARGES 21407 18624 2355 428 MEMBERSHIPS 20527 18663 1577 287 AWARDS 11489 11489 16980 15390 1344 246 2160135 1955277 173340 31518 1413175 1466386 375457 700255 1321 8316 127946 139298 223232 174406 48127 48826 344168 288472 2310194 2651553 99930 193580 81198 264485 351886 321997 533014 780062 X 1777180 1871491 1777180 1871491 2310194 2651553 94311 0 X X 0 1 X 1 0 X 1513926 1607093 1735771 1827312 1942997 8627099 175730 193265 241975 259179 246275 1116424 1689656 1800358 1977746 2086491 2189272 9743523 0 0 0 9743523 4860 5508 22554 61805 63569 158296 4860 5508 22554 61805 63569 158296 107 850 960 3360 1605 6882 1694623 1806716 2001260 2151656 2254446 9908701 0.98330 0.98730 0.01600 0.01090 X 11184 48816 60000 2110135 2170135 258507 64627 0 0 229736 239279 248776 258507 976298 1464447 127602 137381 69314 60000 394297 57434 59820 62194 64627 244075 366113 26585 33209 21242 11184 92220 30932 17864 13068 192300 156542 35758 48826 RIGHT OF USE ASSET 288472 288472 LEASE LIABILITY 321997 321997 X 2264446 10000 10000 2254446 0 2254446 2170135 10000 10000 2160135 0 2160135 PART X, LINE 2: THE ASSOCIATION QUALIFIES AS TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE COMPARABLE SECTION OF THE MINNESOTA INCOME TAX STATUES. IT HAS BEEN CLASSIFIED AS AN ASSOCIATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. DURING THE YEARS ENDED DECEMBER 31, 2025 AND 2024, THE ASSOCIATION HAD NO UNRELATED BUSINESS INCOME. THE ASSOCIATION RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS ARE CLASSIFIED AS EXPENSE AS INCURRED. GENERALLY, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL,, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2022. X X X 0 0 0 0 0 0 0 0 0 SUE SCHETTLE CEO 198722 0 0 0 0 0 9936 0 16427 0 225085 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED IN MARCH 2025. SIGNIFICANT CHANGES INCLUDE: -ADDED STATUTORY REQUIREMENT REGARDING TERMINATION OF A MEMBER. -THE NUMBER OF ELECTED BOARD MEMBERS IS NOW 16-20 INCLUDING UP TO 3 ASSOCIATE MEMBERS. -CLARIFIED THAT THE BOARD MAY ENGAGE AN AUDIT AS REQUIRED BY LAW, INSTEAD REQUIRED BY THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 6 ARRM IS A NON-PROFIT VOLUNTARY ASSOCIATION OF PROVIDERS WHO PROVIDE SUPPORT SERVICES TO MINNESOTA CITIZENS WITH DISABILITIES. FORM 990, PART VI, SECTION A, LINE 7A EACH ORGANIZATIONAL MEMBER IN GOOD STANDING SHALL BE ENTITLED TO ONE (1) VOTE TO BE CAST BY AN APPROVED VOTING REPRESENTATIVE OF THE GOVERNING BODY AT ANY MEMBERSHIP MEETING OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B EACH ORGANIZATIONAL MEMBER IN GOOD STANDING SHALL BE ENTITLED TO ONE (1) VOTE TO BE CAST BY AN APPROVED VOTING REPRESENTATIVE OF THE GOVERNING BODY AT ANY MEMBERSHIP MEETING OF THE ASSOCIATION. THE GOVERNING BODY MUST INFORM THE BOARD IN WRITING AS TO WHOM THE DESIGNATED REPRESENTATIVE AND THE ALTERNATE SHALL BE. NO PERSON MAY BE DESIGNATED TO REPRESENT MORE THAN ONE (1) GOVERNING BODY AND NO PERSON IN ATTENDANCE AT A MEETING MAY CAST MORE THAN ONE (1) VOTE. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY CEO, FINANCE DIRECTOR, FINANCE COMMITTEE AND EXECUTIVE COMMITTEE FORM 990, PART VI, SECTION B, LINE 12C A. PRIOR TO BOARD ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. B. A DIRECTOR WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. C. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL DISCLOSE HIS OR HER POTENTIAL CONFLICT OF INTEREST AND INFORM THE BOARD WHETHER OR NOT HE OR SHE CHOOSES TO RECUSE HIM OR HERSELF FROM THE DISCUSSION AND/OR VOTE. D. A PERSON WHO RECUSES HIM OR HERSELF WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE VICE PRESIDENT OF THE BOARD OF DIRECTORS IS CHARGED WITH CONDUCTING THE CEO'S REVIEW BY SOLICITING INFORMATION, BASED ON PRIOR YEAR'S PERFORMANCE, FROM THE BOARD OF DIRECTORS AND THE STAFF. THIS INFORMATION IS THEN SHARED WITH THE EXECUTIVE COMMITTEE, WHICH IN TURN DETERMINES CEO COMPENSATION AND THE EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 259,194. MANAGEMENT AND GENERAL EXPENSES 12,425. FUNDRAISING EXPENSES 2,267. TOTAL EXPENSES 273,886. FORM 990, PART XII, LINE 2C THERE HAVE NOT BEEN ANY CHANGES IN THE OVERSIGHT PROCESS.