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Nonprofit · EIN 41-0873733

SPERO

Tax-exempt · OWATONNA, MN 55060

Financials

$13.2M$12.9M2023$13M$13.7M2024
Revenue Expenses · by fiscal year end
Financials of SPERO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$12,961,955$13,729,664-$767,709$11,807,824$5,935,167$5,872,657
December 31, 2023990$13,167,083$12,884,928$282,155$12,547,444$5,920,567$6,626,877
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,703,036
of which government grants
$1,701,798
Program service revenue
$11,068,672
Investment income
$153,444
Net rental income
$17,865
Other revenue
$36,803

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$338,737
Other salaries and wages
$8,050,303
Salaries, compensation and benefits (total)
$10,361,644
Professional fundraising fees
$0
Legal fees
$24,672
Accounting fees
$68,325
Occupancy
$157,508
Travel
$164,093
Depreciation
$190,347
Program services (functional)
$13,729,664

Balance sheet and other

Total assets, start of year
$12,547,444
Total assets, end of year
$11,807,824
Total liabilities, end of year
$5,935,167
Net assets, end of year
$5,872,657
Land, buildings and equipment
$5,260,629
Net assets without donor restrictions
$5,872,657
Gross receipts
$13,096,187
Employees
178
Volunteers
8
Year formed
1964
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, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MICHELE MERXBAUEREXECUTIVE DIRECTOR
Officer
40$140,760$42,804
ROBERTA MATHERNCLINICAL DIRECTOR
Highest-paid employee
40$114,561$58,054
CHARLES MYERSFINANCE DIRECTOR
Officer
40$137,083$18,090
BETH KOLANDERDIRECTOR OF CHILDREN'S SERVICES
Highest-paid employee
40$118,783$35,774
VIKKI EBENHOHCLINICAL DIRECTOR
Highest-paid employee
40$101,031$42,661
AMY BARTZCHIEF CLINICAL OFFICER
Highest-paid employee
40$120,795$18,765
SCOTT WESTBROCKDIRECTOR OF ADULT SERVICES
Highest-paid employee
40$116,133$9,954
JAMES BRADYCHAIR
Trustee or director, Officer
0.25$0$0
DOUG CHRISTOPERSONVICE CHAIR
Trustee or director, Officer
0.25$0$0
RHONDA TOQUAMSECRETARY
Trustee or director, Officer
0.25$0$0
JAMES MARTINAT LARGE - CONSUMER REP
Trustee or director
0.25$0$0
DAVID BERGAT LARGE - MEDICAL REP
Trustee or director
0.25$0$0
RICK GNEMIDIRECTOR
Trustee or director
0.25$0$0
TIM TJOSAASDIRECTOR
Trustee or director
0.25$0$0
BRAD KRAUSEDIRECTOR
Trustee or director
0.25$0$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensationOther / benefits
MICHELE MERXBAUEREXECUTIVE DIRECTOR
Officer
40$150,000$34,295
ELLEN DEMARSNURSE PRACTITIONER
Highest-paid employee
40$144,779$26,995
ROBERTA MATHERNCLINICAL DIRECTOR
Highest-paid employee
40$118,911$37,849
VIKKI EBENHOHNURING DIRECTOR
Highest-paid employee
40$106,090$37,475
WILLIS PFIEFFERDIRECTOR OF HUMAN RESOURCES
Highest-paid employee
40$107,382$23,291
AMY BARTZDIRECTOR OF COMMUNITY PROGRAMS
Highest-paid employee
40$116,625$13,213
MELANIE CRABTREE - PART YEARFINANCE DIRECTOR
Officer
40$71,395$8,006
CHARLES MYERSFINANCE DIRECTOR
Officer
40$14,884$0
BRAD KRAUSECHAIR
Trustee or director, Officer
0.5$0$0
TIM TJOSAASVICE CHAIR
Trustee or director, Officer
0.5$0$0
JAMES BRADYSECRETARY/TREASURER
Trustee or director, Officer
0.5$0$0
RICK GNEMIDIRECTOR
Trustee or director
0.5$0$0
DOUG CHRISTOPERSONDIRECTOR
Trustee or director
0.5$0$0
RHONDA TOQUAMDIRECTOR
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
610 FLORENCE AVE, OWATONNA, MN 55060-4704
Principal officer (990 for 2024)
MICHELE MERXBAUER, 610 FLORENCE AVENUE, OWATONNA, MN 55060
Signed the 990
MICHELE MERXBAUER, EXECUTIVE DIRECTOR
Phone
(507) 451-2630
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

VOLUNTARY HEALTH & WELFARE ORGANIZATION PROVIDING MENTAL HEALTH COUNSELING, CONSULTATIONS-MARRIAGE, FAMILY & PERSONAL THERAPY OF SOCIAL SERVICES.

990 for the year ended December 31, 2024

Program accomplishments

  • MENTAL HEALTH CARE INCLUDING COUNSELING AND CONSULTATION FOR MARRIAGE, FAMILY AND PERSONAL THERAPY. PSYCHIATRIC, PSYCHOLOGICAL INCLUDING SOCIAL EVALUATIONS.COMMUNITY SUPPORT PROGRAM FOR COUNTY.INTENSIVE RESIDENTIAL TREATMENT AND CRISIS SERVICES FOR PERSONS WITH DISABILITIES.
    Expenses $13,729,664 · revenue $11,068,672

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
41-0873733
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
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)
$11,807,824
Income (IRS master file)
$13,096,187

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$12,961,955$13,729,664$11,807,824IRS
990December 2023$13,167,083$12,884,928$12,547,444XML
990December 2022$12,086,446$12,272,166$12,087,628IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about SPERO

What is the EIN of SPERO?
The employer identification number (EIN) of SPERO is 41-0873733.
Is SPERO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
Are donations to SPERO tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SPERO 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 SPERO due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SPERO last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of SPERO?
The 990 for the year ended December 31, 2024 names MICHELE MERXBAUER.
Who are the officers and directors of SPERO?
The 990 for the year ended December 31, 2024 lists 15 people; 7 received compensation from the organization, the highest $140,760 (MICHELE MERXBAUER, EXECUTIVE DIRECTOR).
How much revenue does SPERO have?
On its 990 for the year ended December 31, 2024 it reported revenue of $12,961,955, expenses of $13,729,664 and total assets of $11,807,824 at year end.

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