2026-03-31T10:30:50-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVE SE STE 300 CEDAR RAPIDS IA 52401 990 2024-07-01 421082773 DISCOVERY LIVING INC DISC 3193787470 1015 OLD MARION RD NE CEDAR RAPIDS IA 524025765 ROBERT HEBL EXECUTIVE DIRECTOR 3193787470 2026-03-28 1 0 DAVID LITTLE P01480921 3193632697 2026-03-28 2024 2025-03-06 01:10:19Z ROBERT HEBL 1015 OLD MARION RD NE CEDAR RAPIDS IA 524025765 16590785 0 X WWW.DISCOVERYLIVING.ORG X 1981 IA SUPPORT ADULTS W/ DEVELOPMENTAL DISABILITIES BY PROMOTING GROWTH, SUCCESS, SATISFACTION THROUGH EXPERIENCES. 13 13 290 13 0 0 515159 424517 14882498 15669293 93465 223525 224 13066 15491346 16330401 0 0 0 0 13301715 14162746 0 0 8165 2122823 2035675 15424538 16198421 66808 131980 12464929 12604521 4196641 4130500 8268288 8474021 X PROVIDE INDIVIDUALIZED, LIFE-LONG SUPPORT TO ADULTS WITH DEVELOPMENTAL DISABILITIES IN THE SETTING OF THEIR CHOICE BY PROMOTING GROWTH, SUCCESS, AND SATISFACTION THROUGH LIFE EXPERIENCES. 0 0 14963203 0 15669293 THE ORGANIZATION PROVIDES INDIVIDUALIZED, LIFE-LONG SUPPORT TO ADULTS WITH DEVELOPMENTAL DISABILITIES IN A SETTING OF THEIR CHOICE BY PROMOTING GROWTH, SUCCESS, AND SATISFACTION THROUGH LIFE EXPERIENCES WITH SUPPORTED COMMUNITY LIVING SERVICES AND DAY HABILITATION SERVICES. INDIVIDUALS ARE FREQUENTLY CHALLENGED BY MULTIPLE DISABILITIES, WHICH MAY INCLUDE VISUAL, HEARING AND/OR AMBULATORY LIMITATIONS. SUPPORTS ARE INDIVIDUALIZED AND MAY INCLUDE ASSISTANCE WITH SELF-CARE, SOCIALIZATION, MEDICATION MANAGEMENT, DOMESTIC TASKS, FINANCIAL MANAGEMENT AND/OR COMMUNITY ACCESS. THIS YEAR THE ORGANIZATION PROVIDED SERVICES TO 150 INDIVIDUALS. INDIVIDUALS SERVED WERE PRIMARILY FROM LINN COUNTY, IOWA. THE AGE RANGE OF THE PEOPLE SERVED IS FROM 20 TO 80 AND THE PRIMARY SOURCE OF SERVICE FUNDING IS VIA THE MEDICAID HOME AND COMMUNITY BASED SERVICES PROGRAM. 14963203 1 1 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 290 1 0 0 0 0 0 0 1 1 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X MISSY ROSEBERRY 3193787470 1015 OLD MARION RD NE CEDAR RAPIDS IA 52402 BANYAS DAN PRESIDENT 1.00 X X 0 0 0 NELSON JAMES VICE PRESIDENT 1.00 X X 0 0 0 SCHMITT PAT TREASURER 0.50 X X 0 0 0 CUNNINGHAM ANNE SECRETARY 0.50 X X 0 0 0 CLARK CRAIG DIRECTOR 0.50 X 0 0 0 DUPPONG DENIS DIRECTOR 0.50 X 0 0 0 GIBNEY JEFF DIRECTOR 0.50 X 0 0 0 KNAPP WILLIAM DIRECTOR 0.50 X 0 0 0 OLSON SCOTT DIRECTOR 0.50 X 0 0 0 SAVOY RALPH DIRECTOR 0.50 X 0 0 0 STALLMAN MIKE DIRECTOR 0.50 X 0 0 0 VARVARIS FRANK DIRECTOR 0.50 X 0 0 0 LOYNACHAN BRITA DIRECTOR 0.50 X 0 0 0 HEBL ROBERT EXECUTIVE DIRECTOR 40.00 X 182461 0 12652 ROSEBERRY MISSY DIRECTOR OF FINANCE 40.00 X 115712 0 11873 298173 0 24525 2 0 1 0 0 168790 255727 14816 424517 MEDICAID 623990 14933135 14933135 RENT 623990 736158 736158 15669293 32236 32236 451673 260384 191289 191289 191289 OTHER INCOME 900099 13066 13066 13066 16330401 15669293 0 236591 321751 321751 10834676 10393517 441159 140551 110143 30408 2053229 1906059 147170 812539 761498 51041 33 33 29979 29979 67873 67873 8165 8165 132204 110187 22017 588461 583236 5225 287597 254809 32788 41880 32147 9733 137934 129273 8661 425368 410348 15020 78094 55703 22391 PROGRAM SUPPLIES 95929 95929 STAFF MEALS 46166 46166 RECRUITMENT 19519 13903 5616 LICENSE & MEMBERSHIPS 14860 14860 61613 60285 1328 16198421 14963203 1227053 8165 66 276587 1891518 1354751 1247172 1288744 260325 219122 12868758 4495111 8220710 8373647 845138 1091670 12464929 12604521 830239 881894 286975 181658 2935705 2740575 143722 326373 4196641 4130500 X 8268288 8474021 8268288 8474021 12464929 12604521 X 131980 73753 X X 0 1 X 1 0 X 666604 1668646 1267499 515159 424517 4542425 12561086 13465540 14376215 14882498 15669293 70954632 13227690 15134186 15643714 15397657 16093810 75497057 11320 12725 6100 5400 8280 43825 0 11320 12725 6100 5400 8280 43825 75453232 253 199 12223 64150 32236 109061 253 199 12223 64150 32236 109061 -7758 34725 2239 224 13066 42496 13220185 15169110 15658176 15462031 16139112 75648614 0.99740 0.99840 0.00140 0.00110 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ -7,758. 2021 AMOUNT: $ 34,725. 2022 AMOUNT: $ 2,239. 2023 AMOUNT: $ 224. 2024 AMOUNT: $ 13,066. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1368577 1368577 9568763 3144528 6424235 243347 187095 56252 1688071 1163488 524583 8373647 BENEFICIAL INTEREST IN ASSETS HELD BY A COMMUNITY FOUNDATION 776468 RIGHT OF USE ASSET 315202 1091670 SHORT TERM LEASE LIABILITY 150764 LONG TERM LEASE LIABILITY 175609 326373 X 16404154 73753 73753 16330401 0 16330401 16198421 0 16198421 0 16198421 PART X, LINE 2: 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 CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE INTERNAL REVENUE SERVICE HAS NOT CLASSIFIED THE ORGANIZATION AS A PRIVATE FOUNDATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR EVALUATING UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY A COMMUNITY FOUNDATION 73,753. X X X X X 0 0 0 0 0 0 0 0 0 HEBL ROBERT EXECUTIVE DIRECTOR 162461 0 20000 0 0 0 3743 0 8909 0 195113 0 0 0 A LINN COUNTY IA 426004338 2012-05-24 432000 LOAN CONSOLIDATION 0 0 0 A 236866 432000 12500 419500 2012 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 NA 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES ARE NOT POLICY MAKING COMMITTEES. THE COMMITTEES MEET, GATHER INFORMATION, AND REPORT BACK TO THE BOARD ON THEIR FINDINGS. THE FULL BOARD WILL VOTE, IF NECESSARY, ON ANY ACTIONS THAT THE COMMITTEES BRING TO THE BOARD. MINUTES ARE TAKEN AT THE MONTHLY BOARD MEETINGS. FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES ARE NOT POLICY MAKING COMMITTEES. THE COMMITTEES MEET, GATHER INFORMATION, AND REPORT BACK TO THE BOARD ON THEIR FINDINGS. THE FULL BOARD WILL VOTE, IF NECESSARY, ON ANY ACTIONS THAT THE COMMITTEES BRING TO THE BOARD. MINUTES ARE TAKEN AT THE MONTHLY BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. ONCE PREPARED THE FORM 990 WILL BE PROVIDED TO THE FINANCE COMMITTEE FOR THEIR REVIEW PRIOR TO BEING DISTRIBUTED TO THE FULL BOARD FOR REVIEW AND DISCUSSION AT A REGULARLY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EMPLOYEES ARE COVERED BY THE CONFLICT OF INTEREST POLICY. ALL CONTRACTS AND REQUESTS FOR PAYMENTS ARE REVIEWED FOR POTENTIAL CONFLICTS OF INTEREST. THE EXECUTIVE DIRECTOR, ALONG WITH THE DIRECTOR OF FINANCE, REVIEW TRANSACTIONS TO SEE IF THERE IS A POTENTIAL FOR A CONFLICT OF INTEREST. ACTIONS ARE GUIDED BY OUR CORPORATE COMPLIANCE PLAN AND CONFLICT OF INTEREST - BOARD OF DIRECTORS POLICY. IF A CONFLICT WERE DEEMED TO HAVE ARISEN, ANY MEMBER IN CONFLICT WOULD ABSTAIN FROM ANY DISCUSSION OR VOTE RELATED TO THE MATTER IN CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR MAKES ANNUAL BENEFIT AND COMPENSATION RECOMMENDATIONS THAT ARE REVIEWED BY THE BOARD OF DIRECTORS FINANCE AND INSURANCE COMMITTEES. ONCE THE REVIEW IS COMPLETE AND BENEFITS AND COMPENSATION SPECIFICS ARE AGREED UPON, THIS INFORMATION GOES TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW, INPUT, AND APPROVAL. THIS PROCESS WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION B, LINE 15B: THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE IS PROVIDED AN ANNUAL WAGE AND COMPENSATION SURVEY CONDUCTED BY THE IOWA ASSOCIATION OF COMMUNITY PROVIDERS (IACP). THIS DATA IS UTILIZED TO HELP MAKE SALARY AND COMPENSATION DETERMINATIONS THAT ARE CONSISTENT WITH MARKET DYNAMICS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY A COMMUNITY FOUNDATION 73,753. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR.