2025-04-22T09:47:38-04:00 2024-06-30 882802798 FORGE FINANCIAL & MANAGEMENT CONSULTING 1245 JORDAN CREEK PKWY STE 100 WEST DES MOINES IA 502662343 990 2023-07-01 420985205 SYSTEMS UNLIMITED INC SYST 3193389212 2533 SCOTT BLVD SE 1 IOWA CITY IA 52240 JEFF DISTERHOFT PRESIDENT 3193389212 2025-04-18 true false ROSS VANLAAR CPA P01532250 5156203050 2025-04-22 2023 2025-03-06 01:10:19Z JEFF DISTERHOFT 2533 SCOTT BLVD SE SUITE 1 IOWA CITY IA 52240 45631246 false X X 1971 IA PARTNERING WITH PEOPLE WHO HAVE DISIBILITIES AND MENTAL HEALTH NEEDS TO ADVANCE THEIR PERSONAL INDEPENDENCE, DIGNITY, AND GROWTH. 12 12 1261 25 0 625805 704828 42421228 43999213 403047 773328 22437 37132 43472517 45514501 0 0 38166919 39085831 0 0 4751028 5023877 42917947 44109708 554570 1404793 29160368 30260125 7177178 6872142 21983190 23387983 X PARTNERING WITH PEOPLE WHO HAVE DISIBILITIES AND MENTAL HEALTH NEEDS TO ADVANCE THEIR PERSONAL INDEPENDENCE, DIGNITY AND GROWTH. SYSTEMS UNLIMITED WILL SET THE STANDARD FOR SERVICES THAT REMOVE BARRIERES TO INDEPENDENCE AND INSPIRE THE PEOPLE WE SERVE TO ACHIEVE THEIR PERSONAL SUCCESS. OUR CORE VALUES ARE: WE BELIEVE EVERYONE IS IMPORTANT, WE ACT WITH INTEGRITY, WE SUPPORT THE RIGHT TO MAKE CHOICES, WE VALUE CONSTANT LEARNING, AND WE EMBRACE DIVERSITY. false false 32675413 41644160 SUPPORTED LIVING SERVICES: PROVIDES SUPPORTED COMMUNITY LIVING SERVICES TO CHILDREN AND ADULTS IN THEIR OWN HOMES, EITHER BY THEMSELVES OR WITH ROOMMATES. SERVICES CAN BE PROVIDED THROUGH THE HOME AND COMMUNITY BASED MEDICAID WAIVERS, HABILITATION OR CHAPTER 24. SUPPORT SERVICES ARE INDIVIDUALIZED FOR EACH PERSON, HOWEVER SOME COMMON AREAS OF SUPPORT AND SKILL DEVELOPMENT INCLUDE: SELF CARE, DAILY LIVING SKILLS, COMMUNITY SKILLS, SOCIAL SKILLS, COMMUNICATION SKILLS, AND MEDICAL SUPPORT. 386 INDIVIDUALS WERE SUPPORTED IN THE 2024 FISCAL YEAR. 3617613 2309253 EMPLOYMENT SYSTEMS: (ES) PROVIDES SUPPORTED EMPLOYMENT, PREVOCATIONAL AND DAY HABILITATION SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES AND SIMILAR SERVICE NEEDS. MANY STAFF ARE TRAINED TO WORK SPECIFICALLY WITH INDIVIDUALS WITH AUTISM AND SIGNIFICANT BEHAVIORAL NEEDS. 170 INDIVIDUALS WERE SUPPORTED IN THE 2024 FISCAL YEAR. 240469 45800 SYSTEMS BEHAVIORAL HEALTH SOLUTIONS (SBHS) THERAPY AND COUNSELING (FS): PROVIDES SERVICES TO CHILDREN AND ADULTS TO MEET A WIDE VARIETY OF BEHAVIORAL AND MENTAL HEALTH NEEDS. SBHS PROVIDES THERAPY SERVICES INCLUDING INDIVIDUAL, GROUP AND FAMILY THERAPY IN TWO OFFICES AND COUNTIES, JOHNSON AND LINN. STAFF CONSISTS OF LICENSED SOCIAL WORKERS AND BOARD CERTIFIED BEHAVIOR ANALYSTS. 35 INDIVIDUALS WERE SERVED DURING THE 2024 FISCAL YEAR. 36533495 true true false true false false false false true false true false false false true true true true false false false false false false true false false false false true false false false false false false false false false false false false false true true true true false true 37 0 true 1261 true false false false false false false false false false false false false X 12 12 false false false false false false false true true false true true true true true true true true true true false X X MICHELLE LLOYD 3193389212 2533 SCOTT BLVD SE 1 IOWA CITY IA 52240 MONA KENYON EXECUTIVE DI 40.00 X 223919 0 8981 MICHELLE LLOYD CFO 40.00 X 159381 0 25025 JOREY BAILEY DIRECTOR 0.50 X 0 0 0 ELIZABETH WILSON DIRECTOR 0.50 X 0 0 0 AMIE HUBER DIRECTOR 0.50 X 0 0 0 BOYD KNOSP DIRECTOR 0.50 X 0 0 0 JOE STEINBRONN DIRECTOR 0.50 X 0 0 0 JEFF DISTERHOFT PRESIDENT 2.00 X X 0 0 0 REESE REIMERS RESIGNED 124 DIRECTOR X 0 0 0 ERIC DESOTEL DIRECTOR 0.50 X 0 0 0 ROY LEAF VICE PRESIDE 2.00 X X 0 0 0 CHAD KRAMER TREASURER 2.00 X X 0 0 0 MANDI LOCKWOOD DIRECTOR 0.50 X 0 0 0 PAUL MEEKER DIRECTOR 0.50 X 0 0 0 CHAD BRAKHAHN RESIGNED 124 PAST PRESIDE X X 0 0 0 RENEE SMITH-LABARGE RESIGNED 124 PAST PRESIDE X X 0 0 0 TERI GIBSON RESIGNED 124 DIRECTOR X 0 0 0 AMY SHOEMAKER RESIGNED 124 PAST VICE PR X X 0 0 0 TRICIA VAN ROEKEL DIRECTOR 0.50 X 0 0 0 CHERYL DIRKS RESIGNED 124 DIRECTOR 0.00 X 0 0 0 383300 34006 2 false true false BG HOMES LLC 4002 UNBRIDLED AVE IOWA CITY IA 52240 CONSTRUCTION 488057 1 662297 42531 704828 MEDICARE/MEDICAID 624110 42823028 42823028 GOVERNMENT CONTRACTS 624100 1066823 1066823 MANAGEMENT FEES 624100 109362 109362 43999213 760077 760077 129996 116745 13251 13251 13251 29047 29047 29047 OTHER INCOME 900099 6701 6701 MISC REVENUE 900099 1384 1384 8085 45514501 44012464 797209 429373 47840 381533 32182857 28583635 3599222 436398 325054 111344 3648061 2690006 958055 2389142 2103405 285737 18456 18456 46827 46827 39359 39359 649363 93440 555923 1148019 999591 148428 939594 876316 63278 49308 49308 840810 563872 276938 239818 99302 140516 SERVICE FEES 434529 10 434519 RECRUITING & RETENTION 236808 236808 STAFF TRAINING 150769 59176 91593 CONSUMER SUPPLIES 129292 91848 37444 100925 100925 44109708 36533495 7576213 0 1350 1650 13551788 12681002 3512906 4022811 473897 588032 22029805 10486031 9811446 11543774 27494 27494 1781487 1395362 29160368 30260125 3084722 3423271 171222 58852 740230 619354 1278282 1134505 1902722 1636160 7177178 6872142 X 21653518 23274209 329672 113774 21983190 23387983 29160368 30260125 1404793 X false true X true false X 710912 1249173 2915007 625805 704828 6205725 37858669 39288887 41093324 42421228 43999213 204661321 38569581 40538060 44008331 43047033 44704041 210867046 210867046 84953 45544 57834 305470 760077 1253878 84953 45544 57834 305470 760077 1253878 6837 10644 21437 36132 75050 16083 5540 9130 7757 38510 38677454 40589144 44085939 43381697 45500250 212234484 0.99360 0.99670 0.01000 0.00000 X PART III, LINE 12 OTHER INCOME 38,510 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 30000 false true 11960 41960 false SCHEDULE C, PART II-B, LINE 1 THE CEO OFTEN MET WITH IOWA LEGISLATORS ON BOTH THE STATE AND FEDERAL LEVEL ABOUT MEDICAID AND THE EFFECTS THAT MANAGED CARE HAS ON THE PEOPLE WE SERVE. WE ALSO HAD A LOBBYIST THAT WOULD OFTEN MEET WITH STATE LEGISLATORS AND THE DEPARTMENT OF HUMAN SERVICES ABOUT THIS ISSUE, AS WELL AS WHAT THE LEGISLATURE CAN DO ABOUT THE WAGES FOR OUR DSP'S. false true X 2173547 2173547 16728651 10486031 6242620 3127607 3127607 11543774 RIGHT-OF-USE LIABILITIES 1382077 CAPITAL LEASE LIABILITIES 254083 1636160 X 45514501 45514501 45514501 44109708 44109708 44109708 SCHEDULE D, PAGE 2, PART IV, LINE 2B CASH HELD FOR THE BENEFIT OF OTHERS, PAYEE ACCOUNT REPRESENTS CASH HELD FOR THE ORGANIZATION'S CLIENTS WHERE THE CORPORATION ACTS IN AN AGENCY CAPACITY. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW, WHICH PROVIDES INCOME TAX EXEMPTION FOR ORGANIZATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE IRS HAS NOT DETERMINED THAT THE ORGANIZATION IS A PRIVATE FOUNDATION. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR EVALUATING UNCERTAIN INCOME TAX POSITIONS AND HAS DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. EVENT - ADMIN 5575 5575 5575 5575 5575 X X X false false false false false false false false false MONA KENYON EXECUTIVE DIRECTOR 223919 8981 232900 MICHELLE LLOYD CFO 151873 7508 25025 184406 FORM 990 - ORGANIZATION'S MISSION PARTNERING WITH PEOPLE WHO HAVE DISIBILITIES AND MENTAL HEALTH NEEDS TO ADVANCE THEIR PERSONAL INDEPENDENCE, DIGNITY AND GROWTH. SYSTEMS UNLIMITED WILL SET THE STANDARD FOR SERVICES THAT REMOVE BARRIERES TO INDEPENDENCE AND INSPIRE THE PEOPLE WE SERVE TO ACHIEVE THEIR PERSONAL SUCCESS. OUR CORE VALUES ARE: WE BELIEVE EVERYONE IS IMPORTANT, WE ACT WITH INTEGRITY, WE SUPPORT THE RIGHT TO MAKE CHOICES, WE VALUE CONSTANT LEARNING, AND WE EMBRACE DIVERSITY. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS PROVIDED TO AND THEN REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C EACH CALENDAR YEAR, EACH BOARD MEMBER IS REQUIRED TO DISCLOSE CONFLICTS OF INTEREST AND SIGN A DISCLOSURE STATEMENT. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. A COMPARIBILITY STUDY WAS DONE BEFORE HIRE AND LOOKED AT EACH YEAR DURING THE REVIEW. THIS WAS LAST REVIEWED IN 2024. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION STUDIES AND SURVEYS ARE FOUND. PROVIDER ORGANIZATION DOES SURVEYS EACH YEAR WHICH ARE USED TO EVALUATE CURRENT PAY RANGES. THIS WAS LAST DONE IN 2024. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. SYSTEMS UNLIMITED BUILDING CORP 2533 SCOTT BLVD SE IOWA CITY IA 52240 421131879 AST LIVING IA 501C2 SU INC true SYSTEMS SANDUSKY GROUP HOME INC - 2533 SCOTT BLVD SE IOWA CITY IA 52240 421298082 AST LIVING IA 501C3 10 SU INC true false true false false false false false false false false false true false true true false true false false SYSTEMS UNLIMITED BUILDING CORP Q 122063 ACTUAL COSTS SYSTEMS SANDUSKY GROUP HOME INC Q 8438 ACTUAL COSTS