2026-03-27T10:50:07-05:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2024-07-01 420923932 EMPLOYEE & FAMILY RESOURCES INC EMPL 5152446090 505 - 5TH AVENUE 600 DES MOINES IA 50309 TAMMY HOYMAN CHIEF EXECUTIVE OFFICER 5152446090 2026-03-26 1 1 MARIE A PRIMUS CPA P01272184 3202517010 2026-03-26 2024 2025-03-06 01:10:19Z TAMMY HOYMAN 505 - 5TH AVENUE 600 DES MOINES IA 50309 7065296 0 X WWW.EFR.ORG X 1964 IA DEDICATED TO HELPING PEOPLE MANAGE LIFE'S CHALLENGES SO THEY CAN REACH THEIR POTENTIAL. 12 12 81 15 0 0 1317670 1385930 4388264 4462985 146562 244913 14230 -9003 5866726 6084825 0 0 0 0 4186863 4010655 0 0 18343 1743830 1809174 5930693 5819829 -63967 264996 5571153 6370302 2417497 2745539 3153656 3624763 X EMPLOYEE & FAMILY RESOURCES, INC. (EFR) PROVIDES SUPPORT TO INDIVIDUALS AND FAMILIES WHO ARE STRUGGLING WITH A MULTITUDE OF LIFE ISSUES, INCLUDING EMOTIONAL, MENTAL HEALTH, AND SUBSTANCE ABUSE CONCERNS. EFR REACHES THOSE IN NEED THROUGH RELATIONSHIPS WITH EMPLOYERS, SCHOOLS, OTHER COMMUNITY-BASED ORGANIZATIONS, AND PUBLIC CORRECTIONS SYSTEMS. EFR PROVIDES SUPPORT VIA ASSESSMENT AND REFERRAL, BRIEF COUNSELING, CASE MANAGEMENT, AND TRAINING/EDUCATION. 0 0 3687313 0 4405456 COUNSELING AND WORKPLACE SERVICES - EFR, INC. PROVIDES EMPLOYEE ASSISTANCE SERVICES NATIONWIDE - BRIEF COUNSELING FOR EMPLOYEES AND FAMILIES, AND SUPPORT TO BUSINESSES INCLUDING MANAGEMENT CONSULTATION, TRAINING, DEVELOPMENT, COACHING, WELLNESS, AND WORKPLACE MEDIATION SERVICES - AS WELL AS STUDENT ASSISTANCE SERVICES AND OUTPATIENT MENTAL HEALTH AND SUBSTANCE ABUSE TREATMENT SERVICES. 7,865 STUDENTS AND FAMILY MEMBERS WERE SERVED BY THE STUDENT ASSISTANCE PROGRAM THROUGH ASSESSMENT, REFERRAL AND BRIEF COUNSELING SESSIONS AND STUDENT GROUPS. 19,613 INDIVIDUALS FROM MORE THAN 400 COMPANIES ACROSS THE NATION RECEIVED SUPPORT THROUGH EFR'S EMPLOYEE ASSISTANCE PROGRAM. 282 INDIVIDUALS RECEIVED COUNSELING TO HELP ADDRESS MENTAL HEALTH AND SUBSTANCE ABUSE ISSUES. 873451 0 0 PREVENTION SERVICES - EFR, INC. PROVIDES SUBSTANCE ABUSE AND PROBLEM GAMBLING PREVENTION SERVICES. 25,089 CENTRAL IOWANS (YOUTH AND ADULTS) WERE SERVED BY EFR'S SUBSTANCE ABUSE AND PROBLEM GAMBLING PREVENTION SPECIALISTS. 330521 0 57529 SUBSTANCE ABUSE ASSESSMENT SERVICES - EFR, INC. PROVIDES SUBSTANCE ABUSE ASSESSMENTS, REFERRALS, AND CARE COORDINATION SERVICES FOR CLIENTS REFERRED BY THE COURTS, CORRECTIONS, PUBLIC AND PRIVATE ATTORNEYS, AND SELF-REFERRED INDIVIDUALS AS A NON-CONFLICTED POINT OF ENTRY TO SUBSTANCE ABUSE TREATMENT SERVICES. 2,116 CENTRAL IOWANS RECEIVED SUBSTANCE ABUSE ASSESSMENT AND REFERRAL SERVICES, PROVIDING AN OPPORTUNITY FOR RECOVERY TO PEOPLE STRUGGLING WITH SUBSTANCE ABUSE AND OTHER RELATED CHALLENGES. 4891285 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 1 116 0 1 81 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JULIE SPENCER 5154712342 505 - 5TH AVENUE 600 DES MOINES IA 50309 MATT AHMANN PRESIDENT (END 12/2024) 1.00 X X 0 0 0 CORY BAUER VP OF GOVERNANCE/PRESIDENT 1.00 X X 0 0 0 TROY THOMPSON VP OF FINANCE 1.00 X X 0 0 0 MATT VOGL DIRECTOR/VP OF FINANCE 1.00 X X 0 0 0 ALEX HANNA DIRECTOR/VP OF GOVERNANCE 1.00 X X 0 0 0 DON FIFER VP OF AUDIT (END 12/2024) 1.00 X X 0 0 0 MEGAN EBERTH DIRECTOR 1.00 X 0 0 0 JIM WICHMAN DIRECTOR 1.00 X 0 0 0 GRETCHEN BUNT DIRECTOR (BEG 5/2025) 1.00 X 0 0 0 TRISH STUDEBAKER DIRECTOR 1.00 X 0 0 0 TIM FITZGIBBON DIRECTOR 1.00 X 0 0 0 ERIN HOXMEIER DIRECTOR 1.00 X 0 0 0 JOSH LENZ DIRECTOR 1.00 X 0 0 0 KIMBER FOSHE DIRECTOR 1.00 X 0 0 0 LAINIE COONEY DIRECTOR (END 12/2024) 1.00 X 0 0 0 ELIZABETH ZALATEL DIRECTOR (END 5/2025) 1.00 X 0 0 0 TAMMY HOYMAN CHIEF EXECUTIVE OFFICER 40.00 X 158684 0 44019 JULIE SPENCER CHIEF FINANCIAL OFFICER 40.00 X 128564 0 36144 LOUISE CRALL HUMAN RESOURCES & COMMUNITY 40.00 X 107245 0 19302 394493 0 99465 3 0 1 0 0 8194 1355840 21896 1385930 CONTRACT SERVICE FEES 624100 3986349 3986349 CLIENT FEES 624100 471520 471520 5116 5116 4462985 112235 112235 1101809 969131 132678 132678 132678 2337 8194 11340 -9003 -9003 6084825 4462985 0 235910 X 401093 54857 346236 2961429 2721185 231339 8905 78550 72593 5957 324754 310132 13053 1569 244829 206657 37428 744 5744 5744 88760 9319 79416 25 15062 15062 1039184 978836 60201 147 45953 45953 189022 130873 53842 4307 194697 174175 20030 492 77144 65167 11745 232 41308 40311 997 36418 22560 13858 39820 33229 6176 415 MEMBERSHIP DUES 8810 8400 410 EQUIPMENT RENTAL & MAIN 3732 1727 1969 36 23520 9567 12482 1471 5819829 4891285 910201 18343 185362 329743 208817 197554 217096 235580 103824 112732 235807 203740 1077952 1040259 64298 37693 3890806 4414512 665143 838748 5571153 6370302 287924 301010 1459731 1608272 669842 836257 2417497 2745539 X 3151859 3624763 1797 0 3153656 3624763 5571153 6370302 264996 206111 0 X 0 1 X 1 1 1 X 1132753 1200382 1448830 1317670 1385930 6485565 1132753 1200382 1448830 1317670 1385930 6485565 6485565 56331 61494 78570 102764 112235 411394 6896959 21254218 0.94040 0.94470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10169 10169 0 389920 380575 9345 677863 649515 28348 37693 RIGHT OF USE ASSET - OPERATING LEASES 838748 838748 OPERATING LEASE LIABILITIES 836257 836257 6352452 206111 65238 -15062 256287 6096165 -11340 -11340 6084825 5881345 65238 11340 76578 5804767 15062 15062 5819829 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MGMT FEES, RECLASSIFIED TO STMT OF FUNCTIONAL EXP -15,062. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE, RECLASSIFIED FROM STMT OF FUNCTIONAL EXP -11,340. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE, RECLASSIFIED TO STMT OF REVENUE 11,340. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MGMT FEES, RECLASSIFIED FROM STMT OF REVENUE 15,062. X X X 0 0 0 0 0 0 0 0 0 TAMMY HOYMAN CHIEF EXECUTIVE OFFICER 158684 0 0 0 0 0 6031 0 37988 0 202703 0 0 0 JULIE SPENCER CHIEF FINANCIAL OFFICER 128564 0 0 0 0 0 5019 0 31125 0 164708 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO EACH BOARD MEMBER FOR THEIR REVIEW PRIOR TO FILING, ALLOWING TIME FOR QUESTIONS/CONCERNS TO BE ADDRESSED. FORM 990, PART VI, SECTION B, LINE 12C FORMS ARE COMPLETED ANNUALLY BY EACH EMPLOYEE AND BOARD MEMBER. A LIST OF COMPLETED FORMS IS COMPILED BY THE DIRECTOR OF HUMAN RESOURCES WHICH IS SHARED WITH THE CEO AND CFO. BOARD MEMBERS WILL ABSTAIN FROM VOTES WHERE THEY HAVE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD USED A COMPENSATION STUDY TO DETERMINE WHETHER THE CEO'S COMPENSATION WAS REASONABLE. THE CFO'S COMPENSATION WAS COMPARED TO SIMILAR POSITIONS USING GUIDESTAR AND WAS DETERMINED TO BE REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 337,382. MANAGEMENT AND GENERAL EXPENSES 60,201. FUNDRAISING EXPENSES 147. TOTAL EXPENSES 397,730. AFFILIATE REFERRALS: PROGRAM SERVICE EXPENSES 560,854. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 560,854. PHONE SERVICES: PROGRAM SERVICE EXPENSES 80,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,600.