2026-06-01T12:07:20-04:00 2025-12-31 391392227 VESTA CPAS SC 37 N PIONEER RD FOND DU LAC WI 54935 990 2025-01-01 396026845 COVEY INC COVE 9204244071 2200 ALGOMA BLVD OSHKOSH WI 54901 ANTHONY GONZALEZ CEO BEG 10/1/25 9204244071 2026-06-02 true CYNTHIA HINTZ CPA P00576742 9209238400 2026-05-26 2025 2025-03-06 01:10:19Z ANTHONY GONZALEZ 2200 ALGOMA BLVD OSHKOSH WI 54901 2245995 false X WWW.COVEY.ORG X 1954 WI CREATING OPPORTUNITIES THAT FOSTER PERSONAL GROWTH. 9 9 80 71 0 891559 329831 1340804 1651618 280085 228775 2961 1186 2515409 2211410 0 0 1435555 1687503 0 15933 680018 693475 2115573 2380978 399836 -169568 5090792 4914266 862545 797998 4228247 4116268 CREATING OPPORTUNITIES THAT FOSTER PERSONAL GROWTH. false false 770485 1634840 RESPITE: THIS PROGRAM OFFERS CAREGIVER RELIEF TO INDIVIDUALS CARING FOR A PERSON WITH A DISABILITY. RELIEF FROM CAREGIVING DUTIES PROVIDES AN OPPORTUNITY FOR THE CAREGIVER TO FOCUS ON THEIR OWN WELL-BEING AND SELF- CARE, PURSUE EMPLOYMENT, AND NURTURE OTHER RELATIONSHIPS THAT ARE IMPORTANT TO THEM. IN 2025, WE PROVIDED OVER 42,881.5 HOURS OF RESPITE TO ADULTS WITH DISABILITIES WITH EXPENSES TOTALING 770,485. 267249 16778 COMMUNITY PROGRAMS: OUR COMMUNITY-BASED PROGRAMS CONSIST OF COMMUNITY BASED ADULT DAY SERVICES, COVEY CONNECTS, HEALTHY RELATIONSHIPS, AND I CAN SHINE BIKE CAMP. THESE PROGRAMS PROVIDE OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES TO GAIN NEW SKILLS AND DEVELOP A SOCIAL NETWORK THAT FOSTERS A SENSE OF CONNECTEDNESS. OUR COMMUNITY-BASED PROGRAMS ARE DESIGNED TO SUPPORT INDIVIDUALS AS THEY BUILD SKILLS AND GAIN CONFIDENCE WHILE NAVIGATING THE BROADER COMMUNITY. THE EXPENSE FOR THIS PROGRAM IN 2025 WAS 267,249. 817369 RESIDENTIAL SERVICES/ADULT FAMILY HOMES: EACH HOME IS THE HOME TO 4 UNRELATED INDIVIDUALS WITH DEVELOPMENTAL OR INTELLECTUAL DISABILITIES. THEY RECEIVE CARE, SUPERVISION, AND SERVICES ABOVE THE LEVEL OF ROOM AND BOARD. IN 2025, WE SERVED 12 INDIVIDUALS IN 3 HOMES, WITH EXPENSES TOTALING 817,367. 1855103 true true false false false false false false false true true false false true true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 8 0 true 80 true false false false false false false false false false false false false X 9 9 false false true false false false false true true false false true true true true true true true true false WI X ANTHONY GONZALEZ 9202921126 2200 ALGOMA BLVD OSHKOSH WI 54901 PAM SCHUTZ CEO END 9/30 40.00 X 125145 0 3754 ANTHONY GONZALEZ CEO BEG 10/1 40.00 X 89451 0 19583 BARBARA AUSTAD CFO 40.00 X 68115 0 1964 ALLISON BUCCIFERRO DIRECTOR 2.00 X 0 0 0 ANNE FIELDS DIRECTOR 2.00 X 0 0 0 HARRIET REDMAN DIRECTOR 2.00 X 0 0 0 TAYLOR REETZ TREASURER 2.00 X X 0 0 0 MARY GIETMAN SCHELLINGER PAST PRESIDE 2.00 X X 0 0 0 CHERYL SINA SECRETARY 2.00 X X 0 0 0 REBECCA VAN SYCOC DIRECTOR 2.00 X 0 0 0 EMMA THOMPSON DIRECTOR 2.00 X 0 0 0 CHAD WADE PRESIDENT 2.00 X X 0 0 0 282711 25301 1 false false false 37500 68785 223546 329831 PURCHASE OF SERVICE CONTRACTS 624100 1651618 1651618 1651618 54857 54857 208503 31617 2968 176886 -2968 173918 173918 MISCELLANEOUS INCOME 999999 1186 1186 1186 2211410 1651618 229961 308011 6930 294815 6266 1181560 1134224 38950 8386 7211 5491 1713 7 73660 68429 5141 90 117061 91741 24149 1171 130 80 50 22135 13589 8546 17921 17921 27646 16972 10674 5854 4389 1465 93044 73654 19390 172355 111075 61280 7282 6348 934 15916 13210 2706 93509 91265 2244 43526 32715 10798 13 STAFF RECRUITMENT/TRAININ 84293 83113 1180 CLIENT SUPPLIES 65161 65161 PROGRAM EXPENSES 26182 26182 PUBLIC RELATIONS 7784 7628 156 10737 2907 7830 2380978 1855103 509942 15933 183892 116293 228864 37500 117085 176607 9600 26054 2347285 676724 1655791 1670561 1323513 1271756 1572047 1615495 5090792 4914266 145373 158598 171711 131406 78989 70464 466472 437530 862545 797998 X 2803760 2653126 1424487 1463142 4228247 4116268 5090792 4914266 -169568 57589 X false true X true false X 329454 528954 449830 891559 329831 2529628 786822 702478 1147880 1340804 1651618 5629602 1116276 1231432 1597710 2232363 1981449 8159230 2600 750 2600 500 12950 19400 2600 750 2600 500 12950 19400 8139830 70752 64559 59975 59097 54857 309240 70752 64559 59975 59097 54857 309240 1027 3318 2961 1186 8492 1187028 1297018 1661003 2294421 2037492 8476962 0.96020 0.95540 0.04000 0.04000 X PART III, LINE 12 OTHER INCOME 8,492 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1123563 1050 132586 -48543 -7123 1201533 1058166 1000 116952 -45606 -6949 1123563 974153 1050 139020 -49848 -6209 1058166 1169676 550 -140116 -49396 -6561 974153 1079951 650 140179 -44736 -6368 1169676 0.08950 0.91050 true false 152261 152261 1927696 503929 1423767 267328 172795 94533 1670561 BENEFICIAL INT PERPET TRUST 1094051 OPERATING LEASE RIGHT-OF-USE-ASSET 406759 OSHKOSH AREA COMM FOUNDATION 57154 ARC OSH AREA COMM FOUNDATION 25706 FOX CITIES COMMUNITY FOUNDATION 13401 FDL AREA FOUNDATION 11221 FINANCE LEASE RIGHT-OF-USE ASSET 7203 1615495 OPERATING LEASE LIABILITY 430048 FINANCE LEASE LIABILITY 7482 437530 X 2251078 57589 57589 2193489 17921 17921 2211410 2363057 2363057 17921 17921 2380978 SCHEDULE D, PAGE 2, PART V, LINE 4 THE PURPOSE OF BENEFICIAL INTERESTS IN ASSETS HELD BY VARIOUS COMMUNITY FOUNDATIONS IS TO SUPPORT THE ORGANIZATION, OPERATIONAL COSTS, AND THE ORGANIZATION'S MISSION. DISTRIBUTIONS MAY GENERALLY ONLY BE MADE OUT OF INCOME IN ACCORDANCE WITH EACH FOUNDATION'S SPENDING POLICY. THE ORGANIZATION HAS GRANTED VARIANCE POWER TO THE FOUNDATIONS. AS SUCH, THE BOARD OF DIRECTORS OF THE FOUNDATIONS HAVE THE POWER TO MODIFY ANY RESTRICTION OR CONDITION ON THE DISTRIBUTION OF FUNDS IF, IN ITS JUDGEMENT, SUCH RESTRICTIONS BECOME INCONSISTENT WITH THE CHARITABLE NEEDS TO THE ORGANIZATION OR INCONSISTENT WITH THE CHARITABLE NEEDS SERVED BY THE FOUNDATIONS. BENEFICIAL INTERESTS IN ASSETS HELD BY PERPETUAL TRUSTS INCLUDE A CHARITABLE TRUST FOR WHICH THE ORGANIZATION IS BENEFICIARY OF ONE HALF OF THE NET INCOME OF THE PERPETUAL TRUST ON AN ANNUAL BASIS. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS BEEN CLASSIFIED AS AN OTHER-THAN PRIVATE FOUNDATION AND IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE ORGANIZATION HAS EVALUATED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATIONS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES (RECOGNIZED AS PART OF TAX EXPENSE) FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2025 AND 2024. ALL YEARS NOT CLOSED BY STATUTE OF LIMITATIONS IN JURISDICTIONS REMAIN OPEN FOR EXAMINATIONS. FORM 990, PAGE 6, PART VI, LINE 4 THE ORGANIZATION MADE THE FOLLOWING AMENDMENTS TO ITS BYLAWS DURING 2025: IN SECTION 8.1 OFFICERS, THE VICE PRESIDENT ROLE WAS CHANGED TO A PRESIDENT-ELECT ROLE TO DEMONSTRATE THE PRESIDENT-ELECT ROLE IS TO SUCCEED THE PRESIDENT. IN SECTION 8.3 ELECTION: TERM OF OFFICERS: LEADERSHIP STRUCTURE AND TERMS OF OFFICE REVISIONS FOR SEVERAL KEY POSITIONS WITHIN THE ORGANIZATION AS FOLLOWING: THE BOARD OF DIRECTORS WILL ELECT THE PRESIDENT-ELECT DURING THE ANNUAL MEETING HELD IN ODD-NUMBERED YEARS. THE PRESIDENT-ELECT WILL SERVE A STRUCTURED FOUR-YEAR LEADERSHIP PROGRESSION: ONE YEAR AS PRESIDENT-ELECT, FOLLOWED BY TWO YEARS AS PRESIDENT, FOLLOWED BY ONE YEAR AS PAST-PRESIDENT. THE PAST-PRESIDENT MAY CHOOSE TO REMAIN IN THE ROLE FOR AN ADDITIONAL ONE- YEAR TERM. THE TREASURER AND SECRETARY POSITIONS WILL EACH SERVE THREE-YEAR TERMS, OR UNTIL THEIR SUCCESSORS ARE ELECTED AND QUALIFIED. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND MANAGEMENT PRIOR TO FILING. THE BOARD IS PROVIDED WITH A COPY. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS, OFFICERS, AND DIRECTORS MUST SIGN A CONFLICT OF INTEREST STATEMENT IN JANUARY/FEBRUARY OF EACH YEAR. THIS STATEMENT IS THEN KEPT ON FILE IN THE ADMINISTRATIVE OFFICE. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT IS INITIATED AT THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE LEVEL. ONCE THE PROCESS HAS BEEN INITIATED BY COMMITTEE, STATISTICS ARE COLLECTED FOR BOTH INDUSTRY AND COMMUNITY COMPARABLES TO PROVIDE A RELEVANT RANGE FOR THE SALARY. SALARY INCREASES ARE BASED UPON MEASURABLE ACHIEVEMENTS THROUGHOUT THE YEAR BASED ON GOALS SET FOR THE YEAR. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION LEVELS FOR ALL TOP MANAGEMENT POSITIONS ARE PERIODICALLY REVIEWED AND COMPARED TO INDUSTRY & COMMUNITY STATISTICS. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST.