Nonprofit · EIN 41-1806946
CASSIA SERVICES
Tax-exempt · EDINA, MN 55439
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $27,283,416 | $25,632,976 | $1,650,440 | $33,800,333 | $30,099,959 | $3,700,374 |
| December 31, 2023 | 990 | $23,144,621 | $22,887,155 | $257,466 | $24,023,484 | $21,977,961 | $2,045,523 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $18,105,004
- Investment income
- $155,360
- Net gain from sales of assets
- $45,999
- Net income from sales of inventory
- $8,813,784
- Tax-exempt bond proceeds
- $13,853
- Other revenue
- $9,023,052
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $3,036,002
- Other salaries and wages
- $12,739,414
- Salaries, compensation and benefits (total)
- $18,535,649
- Professional fundraising fees
- $0
- Legal fees
- $48,652
- Accounting fees
- $24,532
- Occupancy
- $316,441
- Travel
- $568,566
- Depreciation
- $1,083,210
- Program services (functional)
- $23,796,399
- Management and general (functional)
- $1,836,577
Balance sheet and other
- Total assets, start of year
- $24,023,484
- Total assets, end of year
- $33,800,333
- Total liabilities, end of year
- $30,099,959
- Net assets, end of year
- $3,700,374
- Land, buildings and equipment
- $7,004,028
- Net assets without donor restrictions
- $3,700,374
- Gross unrelated business income
- $865,244
- Gross receipts
- $37,933,216
- Employees
- 296
- Volunteers
- 5
- Year formed
- 1995
- 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 |
|---|---|---|---|---|
| ROBERT DAHL | PRESIDENT/CEO Officer | 1.7 | $684,664 | $137,532 |
| KATHY YOUNGQUIST | CHIEF FINANCIAL OFFICER Officer | 1.7 | $487,791 | $96,215 |
| MATTHEW KERN | CHIEF OPERATING OFFICER Officer | 1.7 | $383,964 | $103,563 |
| KATHY KOPP | CHIEF STRATEGIC OFFICER Officer | 1.7 | $332,589 | $105,002 |
| JEFFREY WIPF | VP OF INFORMATION TECHNOLOGY Highest-paid employee | 1.7 | $302,261 | $77,269 |
| ANGELA BROWN | CHIEF HUMAN RESOURCE OFFICER Officer | 1.7 | $280,679 | $83,403 |
| SHARON WILSON | CHIEF CLINICAL AND COMPLIANCE OFFICER Officer | 1.7 | $278,093 | $62,508 |
| PAUL LIBBON | VP OF OPERATIONS Highest-paid employee | 1.7 | $259,695 | $53,103 |
| DAVID SAEMROW | VP OF MARKETING AND PUBLIC RELATIONS Highest-paid employee | 1.7 | $219,900 | $61,669 |
| MARY YAEGER | REGIONAL DIRECTOR Highest-paid employee | 0 | $227,927 | $53,382 |
| CUI LI | VP OF FINANCE Highest-paid employee | 20 | $194,862 | $42,365 |
| CINDY MORRIS | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| NIKKI WEBER DANIELS | CHAIR AND DIRECTOR Trustee or director, Officer | 0.25 | $0 | $0 |
| CHARLES PARKS | VICE CHAIR AND DIRECTOR Trustee or director, Officer | 0.25 | $0 | $0 |
| PAUL ANDERSON | DIRECTOR (THROUGH MARCH) Trustee or director | 0.25 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK NUSS | DIRECTOR Trustee or director | 0.25 | $0 |
| JON ADDINGTON | SECRETARY Trustee or director, Officer | 0.25 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT DAHL | PRESIDENT/CEO Officer | 1.5 | $619,856 | $108,350 |
| MATTHEW KERN | CHIEF OPERATING OFFICER Officer | 1.5 | $332,576 | $109,481 |
| KATHY YOUNGQUIST | CHIEF FINANCIAL OFFICER Officer | 1.5 | $337,157 | $79,279 |
| KATHY KOPP | CHIEF STRATEGIC OFFICER Officer | 1.5 | $280,591 | $88,142 |
| ANGELA BROWN | CHIEF HUMAN RESOURCE OFFICER Officer | 1.5 | $245,658 | $68,177 |
| SHERI RUEHLE | REGIONAL DIRECTOR Highest-paid employee | 0 | $255,144 | $53,861 |
| SHARON WILSON | CHIEF CLINICAL AND COMPLIANCE OFFICER Officer | 1.5 | $260,482 | $48,520 |
| PAUL LIBBON | VP OF OPERATIONS Highest-paid employee | 0 | $262,260 | $42,834 |
| CUI LI | VP OF FINANCE Highest-paid employee | 20 | $238,862 | $36,136 |
| MARY YAEGER | REGIONAL DIRECTOR Highest-paid employee | 0 | $229,826 | $40,779 |
| DAVID SAEMROW | VP OF MARKETING AND PUBLIC RELATIONS Trustee or director, Highest-paid employee | 1.5 | $191,039 | $55,453 |
| CINDY MORRIS | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| NIKKI WEBER DANIELS | CHAIR AND DIRECTOR Trustee or director, Officer | 0.25 | $0 | $0 |
| CHARLES PARKS | VICE CHAIR AND DIRECTOR Trustee or director, Officer | 0.25 | $0 | $0 |
| PAUL ANDERSON | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| PATRICK NUSS | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| GARY WILKERSON | DIRECTOR (THROUGH MARCH) Trustee or director | 0.25 | $0 | $0 |
| TIM KUCK | SECRETARY (THROUGH MARCH) Trustee or director, Officer | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7171 OHMS LN, EDINA, MN 55439-2142
- In care of
- % KATHY YOUNGQUIST
- Principal officer (990 for 2024)
- MATTHEW KERN, 7171 OHMS LANE, EDINA, MN 55439
- Signed the 990
- KATHY YOUNGQUIST, CFO
- Phone
- (952) 855-5000
- Website
- WWW.CASSIALIFE.ORG
Mission
TO PROVIDE SUPPORT TO ITS BENEFICIARY ORGANIZATIONS THAT PROVIDE HEALTH CARE, HOUSING, AND COMMUNITY SERVICES FOR THE ELDERLY.
Program accomplishments
- MANAGEMENT SERVICES: CASSIA SERVICES PROVIDES MANAGEMENT AND SUPPORT TO AUGUSTANA CARE AND ELIM CARE INC. AND THEIR AFFILIATES AND PARTIALLY OWNED COMPANIES. THESE SERVICES INCLUDE OPERATIONAL OVERSIGHT, HUMAN RESOURCES, FINANCIAL ACCOUNTING, INFORMATION TECHNOLOGY, CLINICAL AND DIETARY CONSULTATION, FUNDRAISING, NEW BUSINESS DEVELOPMENT, LONG RANGE STRATEGIC PLANNING, AND MARKETING AND PROMOTION FOR ALL AUGUSTANA CARE AND ELIM CARE INC. AFFILIATED ENTITIES. THESE AFFILIATED ENTITIES PROVIDE SERVICES TO OLDER ADULTS AND OTHERS IN NEED THROUGH LONG-TERM AND TRANSITIONAL HEALTH CARE, THERAPY SERVICES, SENIOR HOUSING, ADULT DAY PROGRAMS, AND OTHER COMMUNITY-BASED SERVICES IN MINNESOTA, COLORADO, IOWA, FLORIDA AND NORTH DAKOTA.Expenses $19,329,538 · revenue $16,975,311
- PHARMACY SERVICES: A&E PHARMACY, A NONPROFIT LIMITED LIABILITY COMPANY, WAS FORMED IN FY 2018 TO PROVIDE PHARMACY AND CONSULTING SERVICES TO AUGUSTANA CARE AND ELIM CARE INC.'S RELATED NURSING FACILITIES, ASSISTED LIVING FACILITIES, MEMORY CARE FACILITIES, AND HOME AND COMMUNITY-BASED PROGRAMS. THE PHARMACY ALSO PROVIDES SERVICES TO UNRELATED COMPANIES MANAGED BY AN AFFILIATE OF CASSIA SERVICES.Expenses $4,466,861 · revenue $9,050,638
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
- 41-1806946
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P99Z)
- Assets (IRS master file)
- $33,800,333
- Income (IRS master file)
- $37,933,216
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $27,283,416 | $25,632,976 | $33,800,333 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $23,144,621 | $22,887,155 | $24,023,484 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $22,795,391 | $21,382,397 | $23,082,933 | 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 | September 2019 | – | – | – | 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 CASSIA SERVICES
- What is the EIN of CASSIA SERVICES?
- The employer identification number (EIN) of CASSIA SERVICES is 41-1806946.
- Is CASSIA SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to CASSIA SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CASSIA 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 CASSIA SERVICES 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 CASSIA SERVICES 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 CASSIA SERVICES?
- The 990 for the year ended December 31, 2024 names MATTHEW KERN.
- Who are the officers and directors of CASSIA SERVICES?
- The 990 for the year ended December 31, 2024 lists 17 people; 11 received compensation from the organization, the highest $684,664 (ROBERT DAHL, PRESIDENT/CEO).
- How much revenue does CASSIA SERVICES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $27,283,416, expenses of $25,632,976 and total assets of $33,800,333 at year end.
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