2025-03-28T01:43:07-05:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2023-07-01 420923932 EMPLOYEE & FAMILY RESOURCES INC EMPL 5152446090 505 - 5TH AVENUE 600 DES MOINES IA 50309 TAMMY HOYMAN CEO 5152446090 2025-03-27 1 1 MARIE A PRIMUS CPA P01272184 3202517010 2025-03-27 2023 2025-03-06 01:10:19Z TAMMY HOYMAN 505 - 5TH AVENUE 600 DES MOINES IA 50309 6939696 0 X WWW.EFR.ORG X 1964 IA DEDICATED TO HELPING PEOPLE MANAGE LIFE'S CHALLENGES SO THEY CAN REACH THEIR POTENTIAL. 13 13 78 17 0 0 1448830 1317670 4392644 4388264 68493 146562 104 14230 5910071 5866726 0 0 0 0 4223161 4186863 0 0 17917 1770841 1743830 5994002 5930693 -83931 -63967 5367403 5571153 2482860 2417497 2884543 3153656 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 3847398 4366788 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. 826774 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. 321774 35706 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. 4995946 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 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 1 1 0 0 0 1 141 0 1 78 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JULIE SPENCER 5152446090 505 5TH AVENUE SUITE 600 DES MOINES IA 50309 NATALYIA BOYCHENKO STONE PAST PRESIDENT (THRU 12/2023) 1.00 0.10 X X 0 0 0 MATT AHMANN PRESIDENT 1.00 0.10 X X 0 0 0 TIM FITZGIBBON VP OF FINANCE (THRU 9/2023) 1.00 0.10 X X 0 0 0 TROY THOMPSON DIRECTOR/VP OF FINANCE (BEG 9/2023) 1.00 0.00 X X 0 0 0 CORY BAUER VP OF GOVERNANCE 1.00 0.10 X X 0 0 0 JOSH LENZ DIRECTOR 1.00 0.00 X 0 0 0 KIMBER FOSHE DIRECTOR 1.00 0.00 X 0 0 0 DON FIFER DIRECTOR 1.00 0.10 X 0 0 0 LAINIE COONEY DIRECTOR 1.00 0.00 X 0 0 0 ERIN HOXMEIER DIRECTOR 1.00 0.00 X 0 0 0 ALEX HANNA DIRECTOR 1.00 0.00 X 0 0 0 ELIZABETH ZALATEL DIRECTOR 1.00 0.00 X 0 0 0 MATT VOGL DIRECTOR 1.00 0.00 X 0 0 0 MEGAN EBERTH DIRECTOR 1.00 0.00 X 0 0 0 JIM WICHMAN DIRECTOR (BEG 12/2023) 1.00 0.00 X 0 0 0 CHRISTINE CLOGG DIRECTOR (THRU 12/2023) 1.00 0.00 X 0 0 0 TARA HALL DIRECTOR (THRU 12/2023) 1.00 0.00 X 0 0 0 TAMMY HOYMAN CHIEF EXECUTIVE OFFICER 40.00 0.10 X 153138 0 44846 JULIE SPENCER CHIEF FINANCIAL OFFICER 40.00 0.10 X 125088 0 34947 LOUISE CRALL HUMAN RESOURCES & COMMUNITY 40.00 0.00 X 104287 0 18691 382513 0 98484 3 0 1 0 0 30618 1262135 24917 1317670 CONTRACT SERVICE FEES 624100 3933989 3933989 CLIENT FEES 624100 454275 454275 4388264 102764 102764 1116768 1072970 43798 43798 43798 MISCELLANEOUS INCOME 561499 14230 14230 14230 5866726 4402494 0 146562 X 390420 10709 379711 3087118 2852730 224652 9736 78550 72593 5957 367333 353364 12208 1761 263442 225807 36859 776 22491 11005 11486 70714 12859 57829 26 13481 13481 1009384 950165 59020 199 53579 53579 163213 113934 45925 3354 205500 178308 26656 536 79669 73295 6081 293 20272 18482 1789 1 32483 16476 16007 37984 32204 5660 120 PROGRAM EXPENSES 22592 9793 11737 1062 MEMBERSHIP DUES 8181 7791 390 0 EQUIPMENT RENTAL & MAIN 4287 2852 1382 53 5930693 4995946 916830 17917 107502 185362 201903 208817 366703 217096 117192 103824 214648 235807 1068139 1003841 54510 64298 3479319 3890806 825626 665143 5367403 5571153 287316 287924 1364514 1459731 831030 669842 2482860 2417497 X 2820396 3151859 64147 1797 2884543 3153656 5367403 5571153 -63967 333080 0 X 0 1 X 1 1 1 X 1120786 1132753 1200382 1448830 1317670 6220421 1120786 1132753 1200382 1448830 1317670 6220421 6220421 52770 56331 61494 78570 102764 351929 12203 12203 6584553 20591017 0.94470 0.95300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10169 10169 0 419357 355578 63779 638613 638094 519 64298 RIGHT OF USE ASSET - OPERATING LEASES 665143 665143 OPERATING LEASE LIABILITIES 669842 669842 X X X 0 0 0 0 0 0 0 0 0 TAMMY HOYMAN CHIEF EXECUTIVE OFFICER 153138 0 0 0 0 0 5856 0 38990 0 197984 0 0 0 JULIE SPENCER CHIEF FINANCIAL OFFICER 125088 0 0 0 0 0 4873 0 30074 0 160035 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 415,259. MANAGEMENT AND GENERAL EXPENSES 59,020. FUNDRAISING EXPENSES 199. TOTAL EXPENSES 474,478. AFFILIATE REFERRALS: PROGRAM SERVICE EXPENSES 497,871. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 497,871. INTERPRETING SERVICES: PROGRAM SERVICE EXPENSES 281. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 281. PHONE SERVICES: PROGRAM SERVICE EXPENSES 36,754. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,754. EMPLOYEE & FAMILY RESOURCES FOUNDATION 505 5TH AVENUE STE 600 DES MOINES IA 50309 208371379 BUILDING STRONG & SUSTAINABLE FINANCES TO FUND EFR INC'S MISSION. IA 501(C)(3) 509(A)(3) EMPLOYEE & FAMILY RESOURCES INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0