2024-07-25T23:44:24-05:00 2023-12-31 200472826 BGM CPA LLC 7900 INTERNATIONAL DR STE 800 BLOOMINGTON MN 554251581 990 2023-01-01 410993136 ASSOCIATION OF RESIDENTIAL RESOURCES IN MN INC ASSO 6512911086 860 BLUE GENTIAN ROAD 190 EAGAN MN 55121 STACY ROE PRESIDENT 6512911086 2024-06-19 1 0 COREY EDMUNDS P00288931 9528442500 2024-06-19 2023 2024-08-08 14:25:15Z STACY ROE 860 BLUE GENTIAN ROAD 190 EAGAN MN 55121 2002260 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 148499 236190 1652059 1741556 10508 22513 850 960 1811916 2001219 0 0 0 0 804305 953311 0 0 25583 708623 822218 1512928 1775529 298988 225690 1915421 2088930 550074 497893 1365347 1591037 X ARRM LEADS THE ADVANCEMENT OF COMMUNITY-BASED SERVICES THAT SUPPORT PEOPLE WITH DISABILITIES IN THEIR PURSUIT OF MEANINGFUL LIVES. 0 0 1477370 1658071 COMMUNICATIONARRM REGULARLY COMMUNICATED WITH MEMBERS ON CRITICAL ISSUES, DEVELOPMENTS, AND BEST PRACTICES IN DELIVERING SERVICES AND POLICY CHANGES ON ISSUES AFFECTING SERVICES FOR PEOPLE WITH DISABILITIES, WHICH INCLUDED WEEKLY CONFERENCE CALLS, REGULAR BLOG ARTICLES, AND EMAIL UPDATES. ARRM SENT OVER 215,000 EMAILS, AND WEB TRAFFIC AND SITE USE AVERAGED 11,352 PEOPLE PER DAY. WE REACHED NEARLY 120,000 PEOPLE ON FACEBOOK, AND OUR OPEN FORUM THREADS AND REPLIES WERE UP 9% AND 13%, RESPECTIVELY. ARRM WORKED WITH MEDIA CONTACTS TO BRING AWARENESS TO THE INDUSTRY WORKFORCE CRISIS AND ITS IMPACT ON PEOPLE WITH DISABILITIES. ARRM CONTINUED GROWTH IN SOCIAL MEDIA AND REFINED ITS CONTENT TO PUT ADDITIONAL EMPHASIS ON A "LESS IS MORE" MENTALITY AND MAXIMIZE OUR TIME IN FRONT OF BUSY MEMBERS. ARRM CREATED A NEW COMMITTEE FOR OUR FAMILY RESIDENTIAL SERVICES PROVIDERS TO ENSURE ALL MEMBER PROVIDERS HAVE A VOICE AT THE TABLE. ARRM'S 2023 ANNUAL INDUSTRY REPORT, WHICH TRACKS TRENDS IN THE INDUSTRY, INCLUDING STAFF TURNOVER, WAGES, AND PATTERNS IN CRS LICENSING, BROUGHT THE HIGHEST RESPONSE RATE IN RECENT HISTORY. 51712 76735 EDUCATIONARRM HELD SEVERAL IN-PERSON AND VIRTUAL EDUCATIONAL EVENTS THROUGHOUT 2023, ENGAGING THOUSANDS OF ATTENDEES, A 20% INCREASE OVER LAST YEAR. ARRM'S CORNERSTONE SUMMER ANNUAL CONFERENCE AND BUSINESS AND FINANCE FORUM ENGAGED 812 ATTENDEES AND 68 EXHIBITORS WHO GATHERED AT MYSTIC LAKE CENTER IN PRIOR LAKE FOR TWO DAYS OF MARQUEE LEARNING AND NETWORKING. ARRM'S VIRTUAL OFFERINGS CONTINUED IN 2023, OFFERING MEMBERS NEW OPPORTUNITIES TO ADVOCATE FOR THE DISABILITY SERVICES INDUSTRY AND STAY UP TO DATE ON CURRENT TOPICS. WE HAD 12 ONLINE CALLS WITH THE MINNESOTA DEPARTMENT OF HUMAN SERVICES AND MINNESOTA DEPARTMENT OF HEALTH THROUGHOUT 2023 THAT ENGAGED MORE THAN 1,200 ATTENDEES. ARRM PROVIDED FOUR LEADERSHIP INSTITUTE WORKSHOPS TO 69 ATTENDEES DESIGNED TO BUILD THE SKILLS AND KNOWLEDGE TO BECOME FUTURE LEADERS OF THE DISABILITY SERVICES WORLD. IN 2023, ARRM'S "DIVING DEEP ON DWRS" WORKSHOP EDUCATED 81 ON THE DISABILITY WAIVER RATE SYSTEM. ARRM CLOSED THE YEAR WITH THE WINTER BUSINESS AND FINANCE FORUM, WHICH PROVIDED UP-TO-THE-MINUTE DEVELOPMENTS ON EMERGING FINANCIAL AND OPERATIONAL TRENDS, LEGISLATIVE MATTERS, STATE STATUTES AND PROCEDURES, INFORMATION TECHNOLOGY, AND MORE TO 99-MEMBER DECISION-MAKERS. 80154 6750 ADVOCACYARRM DIRECTLY LOBBIED STATE AGENCIES, LEGISLATORS, AND STAFF IN THE GOVERNOR'S OFFICE AND COORDINATED WITH ADVOCATES FOR PEOPLE WITH DISABILITIES TO DEVELOP LEGISLATION TO INVEST IN THE DWRS AND ICFS, DIRECT SUPPORT PROFESSIONAL WAGES, AND MAKE MEANINGFUL CHANGES TO SERVICE DELIVERY MODELS. AS ARRM'S BILLS WORKED THEIR WAY THROUGH THE LEGISLATIVE PROCESS, ARRM STAFF, DISABILITY SERVICE PROVIDERS, AND ADVOCATES SUPPORTED THE BILLS WITH HOURS OF COMMITTEE TESTIMONY. IN THE END, ARRM SECURED SIGNIFICANT INVESTMENTS FOR DWRS ($87 MILLION IN FY 24/25 AND $135 MILLION IN FY 26/27) AND ICF SERVICES (AN INCREASE OF $11 MILLION IN FY 24/25 AND $15 MILLION IN FY 26/27) AND RECRUITMENT AND RETENTION BONUSES FOR ANY STAFF MAKING UNDER $30 PER HOUR. FURTHER, ARRM'S BILLS SECURED $90 MILLION IN ONE-TIME WORKFORCE INCENTIVE GRANTS. WE ALSO ASSISTED IN EFFECTING CHANGES IN LICENSING REQUIREMENTS FOR HOMES THAT UTILIZE ALTERNATIVE OVERNIGHT SUPERVISION AND TECHNOLOGY AND CHANGED HOW UNIT BASED RESPITE RATES ARE FUNDED. IN 2023, ARRM REINSTATED DISTRICT DIALOGUE MEETINGS TO DEVELOP RELATIONSHIPS WITH ESSENTIAL LEGISLATORS AND ADVOCATES FROM THEIR RESPECTIVE DISTRICTS. ARRM CONNECTED WITH 195 OF 201 STATE LEGISLATORS AND SENT OVER 2,700 MESSAGES. IN MARCH, ARRM ENGAGED OVER 1000 PEOPLE IN OUR ARRM DAY AT THE CAPITOL AND FACILITATED OVER 130 MEETINGS WITH STATE LEGISLATORS. 1609236 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 24 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 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 VICE PRESIDENT 1.00 X X 0 0 0 BETH TOLLEFSON DIRECTOR 1.00 X 0 0 0 CARI MCCANN DIRECTOR 1.00 X 0 0 0 CINDY OSTROWSKI DIRECTOR 1.00 X 0 0 0 CURT BOSSERT DIRECTOR 1.00 X 0 0 0 ERIC PEDERSON 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 DIRECTOR 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 RITA WIERSMA BOARD DEVELOPMENT COORDINA 1.00 X 0 0 0 SCOTT HINCHEE DIRECTOR 1.00 X 0 0 0 SHANNON BOCK PAST PRESIDENT 1.00 X X 0 0 0 STACY ROE PRESIDENT 1.00 X X 0 0 0 STEVEN TURVOLD SECRETARY 1.00 X X 0 0 0 TOM GILLESPIE TREASURER 1.00 X X 0 0 0 JOSH BERG DIRECTOR 1.00 X 0 0 0 ALAN BERNER DIRECTOR 1.00 X 0 0 0 ALISON BOWERS DIRECTOR 1.00 X 0 0 0 JAMES HAMMILL DIRECTOR 1.00 X 0 0 0 SUE SCHETTLE CEO 40.00 X 179618 0 22805 KENNETH BENCE DIRECTOR OF RESEARCH, ANAL 40.00 X 115808 0 20994 SARA GRAFSTROM SENIOR DIRECTOR OF STATE & FEDERAL POLICY 40.00 X 111081 0 13478 406507 0 57277 3 0 1 0 0 236190 236190 ORGANIZATIONAL DUES 541900 1429881 1429881 REGISTRATIONS 541900 241975 241975 EXHIBITOR FEES 541900 35700 35700 ASSOCIATE DUES 541900 34000 34000 1741556 22554 22554 1000 1041 -41 -41 -41 MISCELLANEOUS 541900 960 960 960 2001219 1741515 0 23514 X 179618 156268 19758 3592 605109 529502 63975 11632 38091 33139 4190 762 65555 57041 7204 1310 64938 56505 7136 1297 26257 22844 2888 525 253784 246284 6346 1154 9402 9252 127 23 104633 94337 8711 1585 7058 6879 152 27 72485 65228 6141 1116 22379 21593 665 121 189183 188816 311 56 38339 33355 4217 767 12444 10826 1369 249 CAM EXPENSE 35659 31024 3922 713 MEMBERSHIPS 19018 17257 1490 271 BANK CHARGES 11750 10223 1293 234 AWARDS 8085 8085 11742 10778 815 149 1775529 1609236 140710 25583 1238433 1500299 106207 107092 5938 2364 65587 59366 197906 128932 84949 68974 414307 350835 1915421 2088930 85458 103789 70957 25042 393659 369062 550074 497893 X 1365347 1591037 1365347 1591037 1915421 2088930 225690 0 X X 0 1 X 1 0 X 1318982 1442399 1513926 1607093 1735771 7618171 221121 37090 175730 193265 241975 869181 1540103 1479489 1689656 1800358 1977746 8487352 0 0 0 8487352 4977 5090 4860 5508 22554 42989 4977 5090 4860 5508 22554 42989 6259 11493 107 850 960 19669 1551339 1496072 1694623 1806716 2001260 8550010 0.99270 0.98830 0.00500 0.00290 X SCHEDUAL A PART III LINE 12 ASSOCIATION HAD LOSS OF $41 ON THE DISPOSAL OF ASSETS. 33209 104172 137381 1648189 1785570 239279 59820 0 0 200251 229736 229736 239279 899002 1348503 117729 119856 127602 137381 502568 50063 57434 57434 59820 224751 337127 41648 40857 26585 33209 142299 27727 4541 23186 170179 124391 45788 68974 GRANT RECEIVABLES 8811 RIGHT OF USE ASSET 342024 350835 LEASE LIABILITY 369062 369062 X 2011260 10000 10000 2001260 -41 -41 2001219 1785570 10000 41 10041 1775529 0 1775529 PART X, LINE 2: THE ASSOCIATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE COMPARABLE SECTION OF THE MINNESOTA INCOME TAX STATUTES. 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, 2023 AND 2022, THE ASSOCIATION HAD NO UNRELATED BUSINESS INCOME. THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE COMMUNITY'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISION OF THIS GUIDANCE. THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2020. INTEREST AND PENALTIES ARE CLASSIFIED AS EXPENSE AS INCURRED. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS -41. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 41. X X X 0 0 0 0 0 0 0 0 0 SUE SCHETTLE CEO 179618 0 0 0 0 0 9097 0 13708 0 202423 0 0 0 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 246,284. MANAGEMENT AND GENERAL EXPENSES 6,346. FUNDRAISING EXPENSES 1,154. TOTAL EXPENSES 253,784. FORM 990, PART XII, LINE 2C THERE HAVE NOT BEEN ANY CHANGES IN THE OVERSIGHT PROCESS.