Nonprofit · EIN 41-0993494
RELATE INC
Tax-exempt · MINNETONKA, MN 55345
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $9,663,190 | $9,962,829 | -$299,639 | $5,193,553 | $3,481,635 | $1,711,918 |
| December 31, 2023 | 990 | $9,192,949 | $9,654,137 | -$461,188 | $6,636,878 | $4,652,966 | $1,983,912 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,436,941
- of which government grants
- $1,015,696
- Program service revenue
- $8,674,089
- Investment income
- -$584,208
- Net rental income
- $136,368
- Net gain from sales of assets
- -$598,631
- Other revenue
- $136,368
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $288,216
- Other salaries and wages
- $6,770,467
- Salaries, compensation and benefits (total)
- $8,463,864
- Professional fundraising fees
- $46,832
- Legal fees
- $7,081
- Accounting fees
- $21,078
- Occupancy
- $123,371
- Travel
- $8,853
- Depreciation
- $137,538
- Program services (functional)
- $7,918,879
- Management and general (functional)
- $1,992,726
- Fundraising (functional)
- $51,224
Balance sheet and other
- Total assets, start of year
- $6,636,878
- Total assets, end of year
- $5,193,553
- Total liabilities, end of year
- $3,481,635
- Net assets, end of year
- $1,711,918
- Land, buildings and equipment
- $108,823
- Publicly traded securities
- $510,104
- Net assets without donor restrictions
- $1,703,918
- Net assets with donor restrictions
- $8,000
- Gross unrelated business income
- $136,368
- Gross receipts
- $14,068,940
- Employees
- 139
- Volunteers
- 15
- Year formed
- 1970
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joan Twiton | Executive Director Officer | 40 | $152,202 | $16,165 |
| Anita Silver | Finance Director Officer | 40 | $106,222 | $13,627 |
| Eva Fink | Clinical Director of Offic Highest-paid employee | 40 | $110,963 | $6,095 |
| Margy Herbert | President Trustee or director, Officer | 1 | $0 | $0 |
| Marisa Plescia | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Benita Bjorgo | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Barbara Fordyce | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| John Peterson | Past Treasurer Trustee or director | 1 | $0 | $0 |
| Bryan Kruelle | Board Member Trustee or director | 1 | $0 | $0 |
| Melvin Cheatem | Board Member Trustee or director | 1 | $0 | $0 |
| Lawrence Graham | Board Member Trustee or director | 1 | $0 | $0 |
| Adam Thompson | Board Member Trustee or director | 1 | $0 | $0 |
| Stephanie Davy | Board Member Trustee or director | 1 | $0 | $0 |
| Jamie Isom | Board Member Trustee or director | 1 | $0 | $0 |
| Julie Jurek | Board Member Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Katy Burke | Board Member Trustee or director | 1 | $0 |
| Donna Marget | Board Member Trustee or director | 1 | $0 |
| Karen Mathias Saboe | Board Member Trustee or director | 1 | $0 |
| Becky Hudlow | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Anita Silver | Finance Director Officer | 40 | $110,000 | $9,622 |
| Eva Fink | Clinical Director of Office Services Highest-paid employee | 40 | $108,000 | $2,229 |
| Joan Twiton | Executive Director Officer | 40 | $97,619 | $8,515 |
| Margy Herbert | President Trustee or director, Officer | 1 | $0 | $0 |
| Marisa Plescia | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| John Peterson | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Barbara Fordyce | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Lawrence Graham | Board Member Trustee or director | 1 | $0 | $0 |
| Bryan Kruelle | Board Member Trustee or director | 1 | $0 | $0 |
| Melvin Cheatem | Board Member Trustee or director | 1 | $0 | $0 |
| Adam Grocholski | Board Member Trustee or director | 1 | $0 | $0 |
| Adam Thompson | Board Member Trustee or director | 1 | $0 | $0 |
| Stephanie Davy | Board Member Trustee or director | 1 | $0 | $0 |
| Jamie Isom | Board Member Trustee or director | 1 | $0 | $0 |
| Benita Bjorgo | Board Member Trustee or director | 1 | $0 | $0 |
| Katy Burke | Board Member Trustee or director | 1 | $0 | $0 |
| Donna Marget | Board Member Trustee or director | 1 | $0 | $0 |
| Heidi Peterson | Board Member Trustee or director | 1 | $0 | $0 |
| Jessie Hendel | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5125 COUNTY ROAD 101 STE 300, MINNETONKA, MN 55345-4157
- Principal officer (990 for 2024)
- Barb Fordyce, 5125 Cty Rd 101 300, Minnetonka, MN 55345
- Signed the 990
- Barb Fordyce, President
- Phone
- (952) 395-9977
- Website
- www.relatemn.org
- Return prepared by
- Abdo LLP
Mission
Relate has provided community based mental and chemical health services since 1969. Our mission is to provide high-quality, culturally responsive, inclusive mental health services to our community. Relate is an Essential Community Provider, a designation for providers that support underserved and low-income populations. We offer an income-based, sliding fee scale to remove financial barriers.
Program accomplishments
- Individual and family therapy - Relate provides both mental and chemical health prevention and intervention counseling to individuals, couples, and families. Services are provided to all ages. Services offered include Individual, Family, and Couples Counseling; Group Therapy; Psychological Assessment; Psychiatric Services; Chemical Health Assessment; Early Intervention Groups; and Community Education. Services are in person and via telehealth.Uncompensated care: Relate is a mission-driven non-profit and as such, we never turn anyone away for an inability to pay.Expenses $4,484,521 · revenue $5,132,684
- School services - Served 53 schools by providing evidence-based mental health care onsite to youth and adolescents. Students with a mental health diagnosis have access to mental health services regardless of their ability to pay. Relate gifted services - serving clients on a sliding adjusted fee scale. Food shelves - provided free services in four local food shelves.Expenses $3,307,691 · revenue $3,466,722
- Youth counseling - this early intervention program is designed to provide screening, assessment, and counseling for at-risk youth, maximizing total family involvement. Youth referred have committed offenses such as truancy, crimes against property, assault, and drug violations.Expenses $126,667 · revenue $74,683
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 | Not 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
- 41-0993494
- 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
- Category (NTEE)
- Human services (P460)
- Assets (IRS master file)
- $5,193,553
- Income (IRS master file)
- $14,068,940
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $9,663,190 | $9,962,829 | $5,193,553 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $9,192,949 | $9,654,137 | $6,636,878 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $9,398,712 | $9,508,024 | $8,195,733 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 41-0993494).
Questions about RELATE INC
- What is the EIN of RELATE INC?
- The employer identification number (EIN) of RELATE INC is 41-0993494.
- Is RELATE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to RELATE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does RELATE INC 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 RELATE INC 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 RELATE INC 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 RELATE INC?
- The 990 for the year ended December 31, 2024 names Barb Fordyce.
- Who are the officers and directors of RELATE INC?
- The 990 for the year ended December 31, 2024 lists 19 people; 3 received compensation from the organization, the highest $152,202 (Joan Twiton, Executive Director).
- How much revenue does RELATE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $9,663,190, expenses of $9,962,829 and total assets of $5,193,553 at year end.
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