2025-11-17T09:22:45-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 410972546 ACCORD ACCO 6123624400 1515 ENERGY PARK DRIVE ST PAUL MN 55108 RITA WIERSMA CEO 6123624400 2025-11-13 1 0 SARAH REICHLING P01587996 6123764500 2025-11-13 2024 2025-03-06 01:10:19Z RITA WIERSMA 1515 ENERGY PARK DRIVE ST PAUL MN 55108 22986118 0 X ACCORD.ORG X 1971 MN TO HELP PEOPLE LIVE THEIR GREATEST LIVES! 15 15 589 15 0 0 969175 310052 20118170 22404967 574188 53340 66627 17816 21728160 22786175 163911 83418 0 0 17235133 19346126 0 0 577287 3771871 4236665 21170915 23666209 557245 -880034 14694845 14928478 6168319 7232612 8526526 7695866 X AT ACCORD, WE MAKE IT POSSIBLE FOR PEOPLE LIVING WITH DISABILITIES OR MENTAL HEALTH TO ACHIEVE THEIR PERSONAL AND CAREER GOALS AND LIVE LIFE TO THE FULLEST. WE ARE HELPING PEOPLE LIVE THEIR GREATEST LIVES! 1 1 7012287 83418 9760360 ACCORD'S FAMILY SUPPORT SERVICES IS A WAIVER-FUNDED PROGRAM WITH A GOAL TO INCREASE INDEPENDENCE AND COMMUNITY CONNECTIONS FOR INDIVIDUALS WITH DISABILITIES. ACCORD OFFERS FOUR TYPES OF FAMILY SUPPORTS: INDIVIDUALIZED HOME SUPPORTS WITHOUT TRAINING, IN-HOME AND OUT-OF-HOME RESPITE CARE, HOMEMAKER SERVICES, AND NIGHT SUPERVISION. INDIVIDUALS CHOOSE THE STAFF WHO SUPPORT THEM. ACCORD PROVIDES QUALITY SUPPORT TO FAMILIES AND EMPLOYEES, OFFERS REMOTE SERVICES WHEN APPLICABLE, AND PROVIDES EMPLOYEES AND FAMILIES ACCESS TO CONTACTLESS SUPPORT. THERE WAS A DHS GRANT FUND FOR HOME AND COMMUNITY BASED SERVICES (HCBS) PROVIDERS TO PROVIDE TECHNOLOGY ASSISTANCE FOR THEIR HOMES. THESE FUNDS WERE USED TO HELP THE FSS PROGRAM FACILITATE THEIR NEEDS FOR TECHNOLOGY AROUND THE EVV (ELECTRONIC VISIT VERIFICATION) ROLL-OUT BY THE STATE. 6301497 0 8369697 ACCORD'S CONTRACTED CASE MANAGEMENT PROGRAM PROVIDES SUPPORT SERVICES FOR INDIVIDUALS WHO QUALIFY FOR A VARIETY OF WAIVER PROGRAMS: DEVELOPMENTAL DISABILITIES (DD), COMMUNITY ALTERNATIVES FOR DISABLED INDIVIDUALS (CADI), CONSUMER-DIRECTED COMMUNITY SUPPORTS (CDCS), BRIAN INJURY (BI), ELDERLY WAIVER (EW), RULE 185, AND VULNERABLE ADULT/DEVELOPMENT DISABILITY (VA/DD) SERVICES. ACCORD CONTRACTS DIRECTLY WITH ANOKA, DAKOTA, HENNEPIN, AND WASHINGTON COUNTIES TO PROVIDE THESE SERVICES. CASE MANAGERS WORK WITH INDIVIDUALS AND TEAMS TO COMPLETE ASSESSMENTS, IMPLEMENT PERSON-CENTERED SUPPORT PLANS, ARRANGE FOR AND MONITOR WAIVER-ELIGIBLE SERVICES, AND CONSULT AND ADVOCATE WITH AND ON BEHALF OF INDIVIDUALS. 1418582 0 1910455 ACCORD'S DAY SUPPORTS PROGRAM OFFERS MEANINGFUL OPPORTUNITIES FOR INDIVIDUALS TO BUILD SKILLS, FOSTER INDEPENDENCE, AND CONNECT WITH OTHERS THROUGH ACTIVITIES BOTH IN ACCORD'S FACILITIES AND OUT IN THE COMMUNITY. WITH A FOCUS ON PERSONAL GROWTH AND SOCIAL INCLUSION, THE PROGRAM PROVIDES STRUCTURED EXPERIENCES AND INDIVIDUALIZED SUPPORT TAILORED TO EACH PERSON'S GOALS. 1313373 0 1320353 ACCORD'S EMPLOYMENT PROGRAM OFFERS CUSTOMIZED SUPPORT FOR PEOPLE WITH DISABILITIES THAT INCLUDES EXPLORATION, DEVELOPMENT, AND ON-THE-JOB SUPPORT. ACCORD'S SERVICES ENCOMPASS WHAT EACH INDIVIDUAL NEEDS TO BE SUCCESSFUL, FROM THE JOB SEARCH TO OTHER DETAILS SUCH AS TRANSPORTATION, TIME OFF NEEDS, TRAINING, WORKPLACE COMMUNICATION, AND FINDING NATURAL SUPPORTS TO HELP THEM BE SUCCESSFUL ON THE JOB. ACCORD'S EMPLOYMENT FIRST MODEL FOCUSES ON HELPING INDIVIDUALS EXPLORE, FIND, AND KEEP COMPETITIVE, COMMUNITY EMPLOYMENT. IN ADDITION, ACCORD RECOGNIZES THAT INDIVIDUALS NEED ADDITIONAL SUPPORT TO HELP THEM NAVIGATE RELATIONSHIPS AND INTEGRATE INTO THEIR COMMUNITY. ACCORD'S DAY SUPPORT PROGRAM HELPS PEOPLE BUILD THESE SKILLS AND EXPERIENCE MEANINGFUL COMMUNITY ACTIVITIES. 523801 0 301497 COMMUNITY SUPPORT SERVICES AT ACCORD HAS INCLUDED A RANGE OF PROGRAMS AIMED AT HELPING PEOPLE ENGAGE IN THEIR COMMUNITY, TO BUILD SKILLS AND ACCESS RESOURCES TO HELP PEOPLE EXPERIENCE INDEPENDENCE AND BELONGING. FOR THIS PROGRAM, IN Q4.2024 WE DECIDED TO SUNSET THREE UNDER-PERFORMING SERVICES (24-HOUR EMERGENCY ASSISTANCE, SOCIAL SECURITY ADVOCACY AND INDIVIDUALIZED HOME SUPPORTS WITH TRAINING) AND ONLY KEEP HOUSING STABILIZATION SERVICES (HSS). THE THREE UNDER-PERFORMING SERVICES WERE DIFFICULT TO HIRE FOR AND WERE OPERATING AT A LOSS, SO WE WERE SWITCHING OUR FOCUS TO HSS. 213879 0 109245 ACCORD BEGAN PROVIDING CARE COORDINATION SERVICES IN 2023. THE CARE COORDINATION MODEL FOCUSES ON THE PERSON FIRST, HELPING THEM NAVIGATE HEALTH AND SOCIAL SYSTEMS OF CARE TO PROMOTE HEALTHY BEHAVIORS; INVITING COMMUNITY INCLUSION AND PARTICIPATION; AND EMPOWERING INDIVIDUALS TO ACCESS RESOURCES TO PROMOTE INDEPENDENCE AND CHOICE. ACCORD'S FOCUS IS ON THE INDIVIDUAL'S OVERALL HEALTH AND WELLBEING. 929030 0 633360 ACCORD STARTED PROVIDING SERVICES AS AN FMS PROVIDER IN MAY 2024. ACCORD MAKES IT EASY TO USE SELF-DIRECTED SERVICE OPTIONS THROUGH CONSUMER DIRECTED COMMUNITY SUPPORTS (CDCS), CONSUMER SUPPORT GRANT (CSG) OR COMMUNITY FIRST SERVICES AND SUPPORTS (CFSS). ACCORD HELPS PERSON SUPPORTED AND MANAGING PARTIES WITH PAPERWORK LIKE TIMESHEETS, VENDOR PAYMENTS, EXPENSE REIMBURSEMENTS, WORKERS' COMPENSATION ENROLLMENT, FEDERAL AND STATE TAX FILINGS), SO INDIVIDUALS CAN FOCUS ON MAINTAINING THEIR INDEPENDENCE. 2980083 0 2364455 17712449 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 26 0 1 589 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X JES CUOCO 6123624400 1515 ENERGY PARK DRIVE ST PAUL MN 55108 JON SONDERGAARD CHAIR 2.00 2.00 X X 0 0 0 JOHN RITTER VICE CHAIR 2.00 0.00 X X 0 0 0 PETER KOEHN TREASURER 2.00 0.00 X X 0 0 0 SCOTT AFFELDT DIRECTOR 2.00 0.00 X 0 0 0 MARY GUERRA DIRECTOR 2.00 0.00 X 0 0 0 SARAH HALL DIRECTOR 2.00 0.00 X 0 0 0 ZAHNIA HARUT DIRECTOR 2.00 0.00 X 0 0 0 RODERICK HEDNER DIRECTOR 2.00 0.00 X 0 0 0 MARY LYNN HITZ DIRECTOR 2.00 0.00 X 0 0 0 SHIZ KOIZUMI DIRECTOR 2.00 0.00 X 0 0 0 KELLY MANKE DIRECTOR 2.00 0.00 X 0 0 0 JIM PUTMAN DIRECTOR 2.00 0.00 X 0 0 0 KEVIN SIENKO DIRECTOR 2.00 0.00 X 0 0 0 SARAH TAYLOR DIRECTOR 2.00 0.00 X 0 0 0 PAULA WINKLER DIRECTOR 2.00 0.00 X 0 0 0 RITA WIERSMA CEO 40.00 2.00 X 257231 0 10907 ROBERT PICKERING CFO 40.00 2.00 X 145182 0 49610 PAUL WELNA CHCO 40.00 0.00 X 145040 0 18155 PAMELA ZIMMERMAN VP OF PROGRAMS 40.00 0.00 X 138300 0 19339 JOHN STANTON VP OF GROWTH AND DEVELOPMENT 40.00 0.00 X 124237 0 43717 ORENTHAL AVERY CHIEF ADMIN OFFICER 40.00 0.00 X 134992 0 0 JESTIRA CUOCO SR DIRECTOR OF FINANCE 40.00 0.00 X 119538 0 44045 KEVIN ZABEL DIRECTOR OF MARKETING 40.00 0.00 X 114982 0 792 1179502 0 186565 12 0 1 0 MASTERSWITCH 79 13TH AVE NE STE 219 MINNEAPOLIS MN 55413 TECHNOLOGY SUPPORT 226542 1 2570 266102 41380 310052 PROGRAM REVENUE 623000 22378746 22378746 MANAGEMENT FEE 623000 26221 26221 22404967 98108 98108 141683 186451 -44768 -44768 -44768 2160 2570 13492 -11332 -11332 OTHER INCOME 531390 29148 29148 29148 22786175 22404967 0 71156 83418 83418 626125 153689 445622 26814 15460800 13610735 1551028 299037 171494 135631 30253 5610 1633771 1234192 342464 57115 1453936 1252846 171320 29770 50550 50550 39674 39674 65092 60613 3537 942 775693 1526 767317 6850 1370419 335552 975535 59332 297013 266969 29194 850 7518 7518 434024 20323 408684 5017 STAFF DEVELOPMENT 501581 118721 355015 27845 SUPPLIES 483230 265156 161240 56834 BAD DEBT EXPENSE 143195 143141 54 EQUIPMENT EXPENSE 68676 29937 37468 1271 23666209 17712449 5376473 577287 0 1301335 3541722 1497128 2472866 1958588 270076 248955 8357396 1708965 7023142 6648431 1379261 2049374 7778 85961 0 1138706 14694845 14928478 1350353 1458061 0 0 4562049 5586019 255917 188532 6168319 7232612 X 8526526 7695866 8526526 7695866 14694845 14928478 X -880034 49374 X 0 1 X 1 0 X 1241425 71727 197382 969175 310052 2789761 1241425 71727 197382 969175 310052 2789761 94519 2695242 1686 193 3779 60401 98108 164167 78157 108939 187096 14322 29148 43470 3184494 108313763 0.84640 0.85350 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 14,322. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 29,148. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1532888 1532888 5673722 792947 4880775 1125730 916018 209712 25056 25056 6648431 INVESMENT EDGES WELLNESS CENTER 2049374 F 2049374 DUE FROM RELATED PARTY 847187 UNEMPLOYMENT TRUST DEPOSITS 161665 RIGHT OF USE ASSETS 18323 SECURITY DEPOSITS 24000 DEFERRED COMPENSATION ASSETS 84815 DEPOSITS 2716 1138706 RIGHT OF USE LIABILITY 32146 UNEMPLOYMENT TRUST LIABILITY 71571 DEFERRED COMPENSATION LIABILITIES 84815 188532 X PART X, LINE 2: EACH ENTITY OF THE ORGANIZATION IS INCORPORATED UNDER THE LAWS OF MINNESOTA AS A NONPROFIT CORPORATION AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE 501(C)(3) AS A PUBLIC CHARITY AND NOT AS A PRIVATE FOUNDATION. MANAGEMENT BELIEVES THE CORPORATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS IN 2024 OR 2023. THE ORGANIZATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAXES (UBIT) FOR SOME REVENUES THAT ARE NOT RELATED TO ITS EXEMPT PURPOSE. THE ORGANIZATION DOES NOT TYPICALLY HAVE SUCH ACTIVITIES THAT WOULD RESULT IN A MATERIAL AMOUNT OF UBIT. 1 MT OLIVET ROLLING ACRES 7200 ROLLING ACRES ROAD VICTORIA MN 55386 410907046 501(C)(3) 83418 0 N/A N/A SUBRECIPIENT FOR ADULT FOSTER CARE TECHNOLOGY NEEDS 1 0 X X 0 0 0 0 0 0 0 0 0 RITA WIERSMA CEO 257231 0 0 0 0 0 7728 0 3179 0 268138 0 0 0 ROBERT PICKERING CFO 145182 0 0 0 0 0 4801 0 44809 0 194792 0 0 0 JOHN STANTON VP OF GROWTH AND DEVELOPMENT 124237 0 0 0 0 0 3982 0 39735 0 167954 0 0 0 JESTIRA CUOCO SR DIRECTOR OF FINANCE 119538 0 0 0 0 0 3525 0 40520 0 163583 0 0 0 PAUL WELNA CHCO 145040 0 0 0 0 0 4404 0 13751 0 163195 0 0 0 PAMELA ZIMMERMAN VP OF PROGRAMS 138300 0 0 0 0 0 4250 0 15089 0 157639 0 0 0 FORM 990, PART III, LINE 2 ACCORD STARTED PROVIDING SERVICES AS AN FMS PROVIDER IN MAY 2024. ACCORD MAKES IT EASY TO USE SELF-DIRECTED SERVICE OPTIONS THROUGH CONSUMER DIRECTED COMMUNITY SUPPORTS (CDCS), CONSUMER SUPPORT GRANT (CSG) OR COMMUNITY FIRST SERVICES AND SUPPORTS (CFSS). ACCORD HELPS PERSON SUPPORTED AND MANAGING PARTIES WITH PAPERWORK LIKE TIMESHEETS, VENDOR PAYMENTS, EXPENSE REIMBURSEMENTS, WORKERS' COMPENSATION ENROLLMENT, FEDERAL AND STATE TAX FILINGS), SO INDIVIDUALS CAN FOCUS ON MAINTAINING THEIR INDEPENDENCE. FORM 990, PART III, LINE 3 IN QUARTER 4 OF 2024, WE CEASED PROVIDING 24-HOUR EMERGENCY ASSISTANCE, SOCIAL SECURITY ADVOCACY AND INDIVIDUALIZED HOME SUPPORTS WITH TRAINING. THESE PROGRAMS WERE DIFFICULT TO HIRE FOR AND WERE OPERATING AT A LOSS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF NO FEWER THAN FIVE BOARD MEMBERS, INCLUDING ALL BOARD OFFICERS, AND NO FEWER THAN ONE ELECTED BOARD MEMBER AT LARGE. THE CEO IS CONSIDERED A NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE ACTS ON BEHALF OF THE BOARD OF DIRECTORS, AS NEEDED AND DIRECTED BY THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE WILL BE REPORTED TO THE FULL BOARD AT THE NEXT BOARD MEETING FOLLOWING THE EXECUTIVE COMMITTEE'S ACTION. FORM 990, PART VI, SECTION B, LINE 11B THE SENIOR DIRECTOR OF FINANCE FIRST REVIEWS THE 990 RECEIVED FROM THE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE CHIEF EXECUTIVE OFFICER WHO PRESENTS IT TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS, OFFICERS, AND EXECUTIVE TEAM MEMBERS. EACH RESPONSIBLE PERSON REVIEWS AND ACKNOWLEDGES THE POLICY AND COMPLETES AN ANNUAL DISCLOSURE OF POTENTIAL CONFLICTS. DISCLOSURES ARE REVIEWED BY THE BOARD CHAIR OR DESIGNEE, AND POTENTIAL CONFLICTS RELATED TO BOARD OR COMMITTEE MATTERS ARE REVIEWED BY THAT BODY. THE CHAIR OR DESIGNEE DETERMINES IF A CONFLICT EXISTS WHEN UNCLEAR. INDIVIDUALS WITH A CONFLICT MUST DISCLOSE ALL MATERIAL FACTS, REFRAIN FROM DISCUSSION OR VOTING, AND ARE NOT COUNTED TOWARD QUORUM. ALL DISCLOSURES, DETERMINATIONS, AND RECUSALS ARE DOCUMENTED IN MEETING MINUTES, AND A SUMMARY OF ANNUAL DISCLOSURES FOR BOARD AND OFFICERS IS PROVIDED TO THE FULL BOARD EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE COMMITTEE REVIEWS THE COMPENSATION OF THE CEO - DOES A COMPARISON BASED ON COMPARABLE SURVEY STUDIES. THE GOVERNANCE COMMITTEE MAKES A RECOMMENDATION TO FULL BOARD FOR THEIR APPROVAL. FOR OTHER OFFICERS AND KEY EMPLOYEES, ANNUAL REVIEWS ARE COMPLETED WITH CONSIDERATION OF ACCOMPLISHMENTS OF PERSONAL AND BUSINESS GOALS. COMPARABILITY STUDIES ARE USED IN CONJUNCTION WITH ACCOMPLISHMENTS. THIS PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLUCT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE OFFICE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF EDGES WELLNESS CENTER 49,374. HOME SHARE 1515 ENERGY PARK DRIVE ST PAUL MN 55108 411769102 SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES MN 501(C)(3) LINE 10 ACCORD 1 KELLY APARTMENTS INC 1515 ENERGY PARK DRIVE ST PAUL MN 55108 411733879 SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES MN 501(C)(3) LINE 10 ACCORD 1 NORTH COURT APARTMENTS 1515 ENERGY PARK DRIVE ST PAUL MN 55108 411810289 SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES MN 501(C)(3) LINE 10 ACCORD 1 EDGES WELLNESS CENTER 1515 ENERGY PARK DRIVE ST PAUL MN 55108 814466538 MENTAL HEALTH SERVICES MN ACCORD C 218511 2111932 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0