Nonprofit · EIN 23-7181360
LIVING WELL DISABILITY SERVICES
Tax-exempt · MENDOTA HTS, MN 55120
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $33,883,991 | $33,374,197 | $509,794 | $24,747,826 | $3,228,286 | $21,519,540 |
| December 31, 2024 | 990 | $28,569,285 | $29,959,542 | -$1,390,257 | $23,176,390 | $2,869,078 | $20,307,312 |
| December 31, 2023 | 990 | $30,775,134 | $28,971,585 | $1,803,549 | $23,895,933 | $2,757,890 | $21,138,043 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,770,063
- of which government grants
- $2,812,345
- Program service revenue
- $29,282,975
- Investment income
- $804,865
- Net gain from sales of assets
- $232,858
- Net income from fundraising events
- $26,088
- Other revenue
- $26,088
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $633,314
- Other salaries and wages
- $18,910,016
- Salaries, compensation and benefits (total)
- $24,159,193
- Professional fundraising fees
- $0
- Legal fees
- $6,747
- Accounting fees
- $64,609
- Occupancy
- $2,278,415
- Depreciation
- $1,107,599
- Program services (functional)
- $29,244,696
- Management and general (functional)
- $3,434,563
- Fundraising (functional)
- $694,938
Balance sheet and other
- Total assets, start of year
- $23,176,390
- Total assets, end of year
- $24,747,826
- Total liabilities, end of year
- $3,228,286
- Net assets, end of year
- $21,519,540
- Land, buildings and equipment
- $7,759,734
- Publicly traded securities
- $11,027,211
- Net assets without donor restrictions
- $20,859,023
- Net assets with donor restrictions
- $660,517
- Gross receipts
- $34,341,850
- Employees
- 726
- Volunteers
- 837
- Year formed
- 1972
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Thomas Gillespie | President/CEO Officer | 40 | $280,049 | $8,325 |
| Ghazi Akailvi | Consultant/Former CFO Former | 30 | $214,120 | $0 |
| Rodney Carlson | Chief Operating Officer Officer | 40 | $165,464 | $7,779 |
| Peter Koehn | Chief Financial Officer Officer | 40 | $152,521 | $16,408 |
| Alison Nelson | Chief People Officer Highest-paid employee | 50 | $153,230 | $7,155 |
| Shelley Novotny | Direct Support Professional Highest-paid employee | 50 | $131,648 | $21,364 |
| Leber Saye | Float Direct Support Professional Highest-paid employee | 50 | $120,318 | $14,138 |
| Ibrahim Jalloh | Assisant Program Manager Highest-paid employee | 50 | $117,636 | $16,273 |
| Jamee Yung | Director of Development Highest-paid employee | 50 | $113,093 | $15,887 |
| Anthony Derose | Chair Trustee or director, Officer | 0.8 | $0 | $0 |
| Christine Reiten | Vice Chair Trustee or director, Officer | 0.8 | $0 | $0 |
| Lisa Adelmann | Treasurer Trustee or director, Officer | 0.8 | $0 | $0 |
| Fran McCloskey | Secretary Trustee or director, Officer | 0.8 | $0 | $0 |
| Kevin Reilly | Director Trustee or director | 0.8 | $0 | $0 |
| Kevin Fossum | Director Trustee or director | 0.8 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nicolas Tiziou | Director Trustee or director | 0.8 | $0 |
| Vince Opat | Director Trustee or director | 0.8 | $0 |
| Judy Marder | Director Trustee or director | 0.8 | $0 |
| William Boyd | Director Trustee or director | 0.8 | $0 |
| Katherine Henning | Director Trustee or director | 0.8 | $0 |
| Brian Ronningen | Director Trustee or director | 0.8 | $0 |
990 for the year ended December 31, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Thomas Gillespie | President/CEO Officer | 40 | $250,550 | $8,209 |
| Peter Koehn | Chief Financial Officer Officer | 40 | $156,287 | $13,327 |
| Ghazi Akailvi | Consultant/Former CFO Former | 30 | $168,240 | $0 |
| Rodney Carlson | Chief Operating Officer Officer | 40 | $153,419 | $7,670 |
| Alison Nelson | Chief People Officer Highest-paid employee | 50 | $141,758 | $7,080 |
| Diane Ford-Harrison | Assistant Program Manager Highest-paid employee | 50 | $113,516 | $16,385 |
| Ibrahim Jalloh | Assisant Program Manager Highest-paid employee | 50 | $113,754 | $15,751 |
| Dolphine Momanyi | Certified Nursing Assistan Highest-paid employee | 50 | $110,346 | $14,552 |
| Hammed Bakare | Assisant Program Manager Highest-paid employee | 50 | $103,700 | $16,303 |
| Kevin Pleasant | Chair Trustee or director, Officer | 0.8 | $0 | $0 |
| Tony DeRose | Vice Chair Trustee or director, Officer | 0.8 | $0 | $0 |
| Michael Morrow | Treasurer Trustee or director, Officer | 0.8 | $0 | $0 |
| Fran McCloskey | Secretary Trustee or director, Officer | 0.8 | $0 | $0 |
| William Boyd | Director Trustee or director | 0.8 | $0 | $0 |
| Brian Ronningen | Director Trustee or director | 0.8 | $0 | $0 |
| Katie Henning | Director Trustee or director | 0.8 | $0 | $0 |
| Nicolas Tiziou | Director Trustee or director | 0.8 | $0 | $0 |
| Jay Johnson | Director Trustee or director | 0.8 | $0 | $0 |
| Dawn Kessler | Director Trustee or director | 0.8 | $0 | $0 |
| Kevin Fossum | Director Trustee or director | 0.8 | $0 | $0 |
| Judy Marder | Director Trustee or director | 0.8 | $0 | $0 |
| Vince Opat | Director Trustee or director | 0.8 | $0 | $0 |
| Kevin Reilly | Director Trustee or director | 0.8 | $0 | $0 |
| Lisa Adelmann | Director Trustee or director | 0.8 | $0 | $0 |
| Christine Reiten | Director Trustee or director | 0.8 | $0 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Thomas Gillespie | President/CEO Officer | 40 | $225,793 | $27,018 |
| Ghazi Akailvi- Chief | Financial Officer (thru Oct. '23) Officer | 40 | $178,228 | $7,631 |
| Rodney Carlson | Chief Operating Officer Officer | 40 | $150,998 | $9,384 |
| Devan Heinsen | Chief Development Officer Highest-paid employee | 50 | $132,038 | $7,651 |
| Alison Nelson | Chief People Officer Highest-paid employee | 50 | $124,642 | $5,985 |
| Uriah Gbangatoe | Direct Support Professional Highest-paid employee | 50 | $108,514 | $15,523 |
| Dolphine Momanyi | Certified Nursing Assistant Highest-paid employee | 50 | $103,745 | $16,258 |
| James Karbar- Assistant | Program Manager (thru Oct. '23) Highest-paid employee | 50 | $106,811 | $11,841 |
| Peter Koehn- Chief | Financial Officer (as of Oct. '23) Officer | 40 | $49,301 | $2,280 |
| Paul Hillen | Immediate Past Chair Trustee or director, Officer | 0.8 | $0 | $0 |
| Kevin Pleasant | Chair Trustee or director, Officer | 0.8 | $0 | $0 |
| Tony DeRose | Vice Chair Trustee or director, Officer | 0.8 | $0 | $0 |
| Michael Morrow | Treasurer Trustee or director, Officer | 0.8 | $0 | $0 |
| JoAnne Zoff | Secretary Trustee or director, Officer | 0.8 | $0 | $0 |
| Nicolas Tiziou | Director Trustee or director | 0.8 | $0 | $0 |
| Jay Johnson | Director Trustee or director | 0.8 | $0 | $0 |
| Dawn Kessler | Director Trustee or director | 0.8 | $0 | $0 |
| Kevin Fossum | Director Trustee or director | 0.8 | $0 | $0 |
| Judy Marder | Director Trustee or director | 0.8 | $0 | $0 |
| Vince Opat | Director Trustee or director | 0.8 | $0 | $0 |
| Kevin Reilly | Director Trustee or director | 0.8 | $0 | $0 |
| Fran McCloskey | Director Trustee or director | 0.8 | $0 | $0 |
| Lisa Adelmann | Director Trustee or director | 0.8 | $0 | $0 |
| Katie Henning | Director Trustee or director | 0.8 | $0 | $0 |
| Christen Reiten | Director Trustee or director | 0.8 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1168 NORTHLAND DR, MENDOTA HTS, MN 55120-1167
- Principal officer (990 for 2025)
- Peter Koehn, 1168 Northland Drive, Mendota Heights, MN 55120
- Signed the 990
- Peter Koehn, CFO
- Phone
- (651) 242-5122
- Website
- www.livingwell.org
- Return prepared by
- Eide Bailly LLP
Mission
Living Well Disability Services transforms the lives of people impacted by disabilities through the delivery of exceptional services.
Program accomplishments
- Started by families as a children's home in 1972, Living Well Disability Services continues to set the gold standard for residential and 24/7 supports for people with intellectual, physical, and developmental disabilities. Homes are located in Dakota, Hennepin, Isanti, Ramsey, Sherburne, and Wright Counties. Living Well Disability Services is leveraging technology to better support independence for people who we serve. (Continued on Schedule O)Well trained, full- and part-time staff provide exceptional individualized support so that each person can live well. Living Well Disability Services serves a broad spectrum of people with intellectual, developmental, and physical disabilities such as cerebral palsy, Down syndrome, multiple sclerosis, autism, and brain injury. These may be complicated by health issues related to aging, diabetes, Alzheimer's, medical fragility, and other chronic Health conditions. We also support people who have dual diagnoses of intellectual disabilities and mental health concerns.Expenses $28,120,838 · revenue $28,088,365
- Customized Services: Living Well Disability Services provides in-home services and supports to individuals and their families, an average of 46 people per month with an average of 1,918 total hours per month of service. Customized services include licensed in-home family support (IHFS), independent living services (ILS), and semi-independent living services (SILS) for individuals in Dakota, Ramsey, Hennepin, and Washington Counties.Expenses $1,123,858 · revenue $1,194,610
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7181360
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $24,747,826
- Income (IRS master file)
- $34,341,850
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $33,883,991 | $33,374,197 | $24,747,826 | IRS |
| 990 | December 2024 | $28,569,285 | $29,959,542 | $23,176,390 | IRS |
| 990 | December 2023 | $30,775,134 | $28,971,585 | $23,895,933 | XML |
| 990 | December 2022 | $26,455,724 | $27,605,097 | $22,234,616 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7181360).
Questions about LIVING WELL DISABILITY SERVICES
- What is the EIN of LIVING WELL DISABILITY SERVICES?
- The employer identification number (EIN) of LIVING WELL DISABILITY SERVICES is 23-7181360.
- Is LIVING WELL DISABILITY SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to LIVING WELL DISABILITY SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIVING WELL DISABILITY SERVICES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIVING WELL DISABILITY SERVICES due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIVING WELL DISABILITY SERVICES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LIVING WELL DISABILITY SERVICES?
- The 990 for the year ended December 31, 2025 names Peter Koehn.
- Who are the officers and directors of LIVING WELL DISABILITY SERVICES?
- The 990 for the year ended December 31, 2025 lists 21 people; 9 received compensation from the organization, the highest $280,049 (Thomas Gillespie, President/CEO).
- How much revenue does LIVING WELL DISABILITY SERVICES have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $33,883,991, expenses of $33,374,197 and total assets of $24,747,826 at year end.
Other nonprofits in MENDOTA HTS
- MINNESOTA LABORERS HEALTH AND WELFARE FUND EIN 41-6187750 · last filed 990 for 2024
- MINNESOTA LABORERS VACATION FUND EIN 23-7032783 · last filed 990 for 2024
- MINNESOTA & N DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERS HEALTH FUND EIN 41-6023461 · last filed 990 for 2024
- MINNESOTA TEAMSTERS CONSTRUCTION DIVISION FRINGE BENEFIT FUNDS EIN 23-7115412 · last filed 990 for 2024
- MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND EIN 41-6023462 · last filed 990 for 2024
- MINNESOTA CEMENT MASONS PLASTERERS SHOPHANDS 633 LOCAL VACATION SVGS EIN 41-1788959 · last filed 990 for 2024
- MINNESOTA & NORTH DAKOTA BRICKLAYER & ALLIED CRAFTWORKERS VACATION FUN EIN 23-7068471 · last filed 990 for 2024
- SOMERSET COUNTRY CLUB EIN 41-0547610 · last filed 990 for 2025