Nonprofit · EIN 41-1456124
COKATO CHARITABLE TRUST
Tax-exempt · COKATO, MN 55321
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $9,558,129 | $8,421,151 | $1,136,978 | $11,484,093 | $3,725,803 | $7,758,290 |
| September 30, 2024 | 990 | $9,850,110 | $7,888,791 | $1,961,319 | $11,205,917 | $4,606,301 | $6,599,616 |
| September 30, 2023 | 990 | $8,056,289 | $7,223,267 | $833,022 | $9,656,815 | $5,176,271 | $4,480,544 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $233,537
- of which government grants
- $224,962
- Program service revenue
- $8,737,407
- Investment income
- $200,682
- Other revenue
- $386,503
Expenses
- Grants and similar amounts paid
- $81,508
- Compensation of officers, directors and key employees
- $263,448
- Other salaries and wages
- $3,670,137
- Salaries, compensation and benefits (total)
- $4,646,281
- Professional fundraising fees
- $0
- Legal fees
- $6,097
- Accounting fees
- $39,628
- Occupancy
- $317,451
- Travel
- $1,789
- Depreciation
- $794,817
- Program services (functional)
- $7,784,741
- Management and general (functional)
- $636,410
Balance sheet and other
- Total assets, start of year
- $11,205,917
- Total assets, end of year
- $11,484,093
- Total liabilities, end of year
- $3,725,803
- Net assets, end of year
- $7,758,290
- Land, buildings and equipment
- $5,544,557
- Publicly traded securities
- $4,004,387
- Net assets without donor restrictions
- $7,758,290
- Gross receipts
- $9,558,129
- Employees
- 208
- Volunteers
- 15
- Year formed
- 1983
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Tresha Melquist | Administrator/CEO Officer | 40 | $136,379 | $16,265 |
| Jamie Christianson | Office Manager Officer | 40 | $75,789 | $10,409 |
| Steven Hanson | Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| Peggy Carlson | Secretary/Treasurer Trustee or director, Officer | 0.5 | $0 | $0 |
| Dean Svela | Trustee Trustee or director | 0.5 | $0 | $0 |
| Jesse Carlson | Trustee Trustee or director | 0.5 | $0 | $0 |
| Cindy Luhman | Trustee Trustee or director | 0.5 | $0 | $0 |
| Kate Keith | Trustee Trustee or director | 0.5 | $0 | $0 |
| Peter Bortnem | Vice Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| Allan Anderson | Vice Chair (left March 2025) Trustee or director, Officer | 0.5 | $0 | $0 |
990 for the year ended September 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Tresha Melquist | Administrator/CEO Officer | 40 | $107,230 | $17,467 |
| Jamie Christianson | Office Manager Officer | 40 | $71,777 | $8,294 |
| Steven Hanson | Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| Allan Anderson | Vice Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| Peggy Carlson | Secretary/Treasurer Trustee or director, Officer | 0.5 | $0 | $0 |
| Peter Bortnem | Trustee Trustee or director | 0.5 | $0 | $0 |
| Dean Svela | Trustee Trustee or director | 0.5 | $0 | $0 |
| Jesse Carlson | Trustee Trustee or director | 0.5 | $0 | $0 |
| Cindy Luhman | Trustee Trustee or director | 0.5 | $0 | $0 |
| Kate Keith | Trustee Trustee or director | 0.5 | $0 | $0 |
990 for the year ended September 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Tresha Melquist | Administrator/CEO Officer | 40 | $114,304 | $12,370 |
| Jamie Christianson | Office Manager Officer | 40 | $69,570 | $7,956 |
| Steven Hanson | Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| Lyle Severson | Vice Chair (thru May 2023) Trustee or director, Officer | 0.5 | $0 | $0 |
| Peggy Carlson | Secretary/Treasurer Trustee or director, Officer | 0.5 | $0 | $0 |
| Allan AndersonTrustee thru | May 2023)/Vice Chair (as of June) Trustee or director, Officer | 0.5 | $0 | $0 |
| Peter Bortnem | Trustee Trustee or director | 0.5 | $0 | $0 |
| Dean Svela | Trustee Trustee or director | 0.5 | $0 | $0 |
| Jesse Carlson | Trustee Trustee or director | 0.5 | $0 | $0 |
| Cindy Luhman | Trustee Trustee or director | 0.5 | $0 | $0 |
| Kate Keith | Trustee (as of Jan 2024) Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 182 SUNSET AVE NW, COKATO, MN 55321-9620
- Principal officer (990 for 2024)
- Tresha Melquist, 182 Sunset Ave, Cokato, MN 553219620
- Signed the 990
- Tresha Melquist, Administrator
- Phone
- (320) 286-2158
- Website
- www.cokatoseniorcare.com
- Return prepared by
- Eide Bailly Advisory LLC
Mission
The purpose of Cokato Charitable Trust division is to provide quality health and housing services that enhance the quality of life and maintain a maximum level of functioning for our residents.
Program accomplishments
- Cokato Charitable Trust (CCT) provides quality health and housing services to adults in our community and the surrounding area. CCT offers services through Cokato Manor skilled nursing facility, Brookridge Assisted Living, and Edgewood Gables senior apartments. CCT also prepares meals for a congregate dining site and, with support from volunteers in our area, provides home delivered meals to approximately seven people each day. Physical, occupational, and speech services are available in house to our residents and also on an outpatient basis to members of the community. Cokato Manor served 70 residents over the year in a 56-bed facility.(Continued on Schedule O)Brookridge Assisted Living served 22 residents while working hard to maintain the level of care necessary in an assisted living setting while still allowing independence that is appropriate in that setting. As a senior apartment building, Edgewood Gables adjusted staffing levels to best meet the needs of the 34 residents they served while keeping everyone safe in an independent setting.Expenses $7,784,741 · grants $81,508 · revenue $9,123,910
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 41-1456124
- 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
- 1983
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $11,484,093
- Income (IRS master file)
- $9,558,129
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $9,558,129 | $8,421,151 | $11,484,093 | XML |
| 990 | September 2024 | $9,850,110 | $7,888,791 | $11,205,917 | XML |
| 990 | September 2023 | $8,056,289 | $7,223,267 | $9,656,815 | XML |
| 990 | September 2022 | $8,893,560 | $8,004,275 | $9,130,389 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 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 41-1456124).
Questions about COKATO CHARITABLE TRUST
- What is the EIN of COKATO CHARITABLE TRUST?
- The employer identification number (EIN) of COKATO CHARITABLE TRUST is 41-1456124.
- Is COKATO CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to COKATO CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COKATO CHARITABLE TRUST 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 COKATO CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COKATO CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of COKATO CHARITABLE TRUST?
- The 990 for the year ended September 30, 2025 names Tresha Melquist.
- Who are the officers and directors of COKATO CHARITABLE TRUST?
- The 990 for the year ended September 30, 2025 lists 10 people; 2 received compensation from the organization, the highest $136,379 (Tresha Melquist, Administrator/CEO).
- How much revenue does COKATO CHARITABLE TRUST have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $9,558,129, expenses of $8,421,151 and total assets of $11,484,093 at year end.
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- SAVE & SHARE THRIFT SHOP EIN 26-1611192 · last filed 990-EZ for 2025
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