Nonprofit · EIN 41-6052022
ZUMBRO VALLEY HEALTH CENTER INC
Tax-exempt · ROCHESTER, MN 55904
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $25,861,109 | $24,997,878 | $863,231 | $28,028,639 | $7,654,133 | $20,374,506 |
| December 31, 2023 | 990 | $24,515,675 | $26,023,076 | -$1,507,401 | $28,435,472 | $9,212,204 | $19,223,268 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $931,750
- of which government grants
- $790,009
- Program service revenue
- $24,232,105
- Investment income
- $341,832
- Other revenue
- $355,422
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $587,115
- Other salaries and wages
- $14,667,123
- Salaries, compensation and benefits (total)
- $18,934,386
- Professional fundraising fees
- $0
- Legal fees
- $10,743
- Accounting fees
- $48,346
- Occupancy
- $1,633,129
- Travel
- $240,803
- Depreciation
- $724,332
- Program services (functional)
- $21,493,295
- Management and general (functional)
- $3,504,583
Balance sheet and other
- Total assets, start of year
- $28,435,472
- Total assets, end of year
- $28,028,639
- Total liabilities, end of year
- $7,654,133
- Net assets, end of year
- $20,374,506
- Land, buildings and equipment
- $12,142,631
- Publicly traded securities
- $5,135,577
- Net assets without donor restrictions
- $20,332,113
- Net assets with donor restrictions
- $42,393
- Gross receipts
- $25,861,109
- Employees
- 307
- Volunteers
- 20
- Year formed
- 1966
- 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 |
|---|---|---|---|---|
| TRACY LEE | CHIEF EXECUTIVE OFFICER Officer | 40 | $195,039 | $6,331 |
| BETH KREHBIEL RETIRED | CHIEF EXECUTIVE OFFICER Former | 40 | $173,428 | $12,054 |
| TINA NUNAMACHER-TEWS | COMMUNITY SUPPORT SERVICE Highest-paid employee | 40 | $134,862 | $22,188 |
| HEATHER GEERTS | DIRECTOR OF CLINICAL SVCS Highest-paid employee | 40 | $141,736 | $4,625 |
| KAVITA PRASAD | MEDICAL DIRECTOR Highest-paid employee | 40 | $141,385 | $4,625 |
| COREY KANZ | CORRECTIONS AND REFERRAL D Highest-paid employee | 40 | $126,327 | $14,419 |
| ANA BARNES | IRTS & MOBILE CRISIS DIRECTOR Highest-paid employee | 40 | $116,840 | $11,671 |
| CHAD VAN HOUTEN RESIGNED | CHIEF FINANCIAL OFFICER Former | 40 | $112,096 | $2,781 |
| JOE AHRENS | CHIEF FINANCIAL OFFICER Officer | 40 | $81,108 | $4,278 |
| JEAN VALERE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MITCHEL LENTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIC WOODFORD | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SAUL KISSIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICHARD ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BYRON CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK BROWN | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| JANE JACOBS | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| SUSAN KOLLING | DIRECTOR Trustee or director | 1 | $0 |
| ELLEN ROLLIE | DIRECTOR Trustee or director | 1 | $0 |
| DAVID ENGSTLER | DIRECTOR Trustee or director | 1 | $0 |
| ANNE LIWONJO | BOARD MEMBER Trustee or director | 1 | $0 |
| DEB HAGEN MOE | BOARD MEMBER Trustee or director | 1 | $0 |
| BEN KING | DIRECTOR Trustee or director | 1 | $0 |
| BERNEICE GLADSTONE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BETH KREHBIEL RETIRED | CHIEF EXECUTIVE OFFICER Former | 40 | $207,704 | $7,168 |
| TRACY LEE | CHIEF OPERATING/EXECUTIVE OFFICER Officer | 40 | $157,382 | $7,768 |
| CHAD VAN HOUTEN RESIGNED | CHIEF FINANCIAL OFFICER Former | 40 | $150,152 | $5,933 |
| HEATHER GEERTS | DIRECTOR OF CLINICAL SVCS Highest-paid employee | 40 | $143,737 | $8,830 |
| KAVITA PRASAD | MEDICAL DIRECTOR Highest-paid employee | 40 | $136,345 | $4,090 |
| COREY KANZ | CORRECTIONS AND REFERRAL D Highest-paid employee | 40 | $131,441 | $3,943 |
| TINA NUNAMACHER-TEWS | COMMUNITY SUPPORT SERVICE Highest-paid employee | 40 | $126,407 | $8,885 |
| RACHEL BEUKEMA | PSYCHIATRIC NURSE PRACTITI Highest-paid employee | 40 | $102,387 | $7,794 |
| JEAN VALERE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MITCHEL LENTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIC WOODFORD | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SAUL KISSIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICHARD ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LORYN FOX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BYRON CLARK | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARK BROWN | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JANE JACOBS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LEIA BATES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN KOLLING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELLEN ROLLIE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID ENGSTLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID FASHION | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANNE LIWONJO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEB HAGEN MOE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEN KING | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 343 WOODLAKE DR SE, ROCHESTER, MN 55904-6242
- In care of
- % JOHN CARLSON
- Principal officer (990 for 2024)
- TRACY LEE, 343 WOOD LAKE DR SE, ROCHESTER, MN 559046242
- Signed the 990
- TRACY LEE, CHIEF EXECUTIVE OFFICER
- Phone
- (507) 289-2089
- Website
- WWW.ZVHC.ORG
- Return prepared by
- SMITH SCHAFER AND ASSOC LTD
Mission
ZUMBRO VALLEY HEALTH CENTER IS PROMOTING HEALTHY MINDS, BODIES, AND COMMUNITIES WITH A PERSON-CENTERED, INTEGRATED APPROACH.
Program accomplishments
- OUTPATIENT PSYCHOTHERAPY CLINIC: OUTPATIENT THERAPY SERVICES FOR CHILDREN, ADOLESCENTS AND ADULTS FROM ALL WALKS OF LIFE. ITS HIGHLY TRAINED CLINICAL STAFF BUILDS A TRUSTING AND POSITIVE CONNECTION TO HELP CLIENTS BETTER UNDERSTAND THEIR ISSUES. EACH INDIVIDUAL IS UNIQUE, AND OUR FOCUS IS TO RESTORE THE WHOLE - MENTAL, EMOTIONAL, SPIRITUAL - PERSON.Expenses $4,718,976 · revenue $7,147,317
- CASE MANAGEMENT SERVICES ASSIST INDIVIDUALS WITH SERIOUS AND PERSISTENT MENTAL ILLNESS TO ACCESS SERVICES TO LIVE A HEALTHY LIFE. STAFF CONNECT INDIVIDUALS WITH COMMUNITY RESOURCES THROUGH REFERRAL AND LINKAGE TO EDUCATIONAL, SOCIAL, MEDICAL AND VOCATIONAL SERVICES AMONG OTHERS.Expenses $2,403,214 · revenue $1,396,177
- ADULT REHABILITATION MENTAL HEALTH SERVICES (ARMHS): PROVIDES EDUCATIONAL SERVICES FOR ADULTS WITH A SEVERE MENTAL ILLNESS THAT HELP PARTICIPANTS LEARN BASIC ACTIVITIES OF DAILY LIVING, TECHNIQUES TO POSITIVELY STRUCTURE THEIR DAY, SOCIALIZATION TRAINING, HOW TO ESTABLISH DAILY GOALS AND LEARNING ABOUT MEDICATIONS. OUR TEAM PROVIDES SERVICES IN TWO WAYS: INDIVIDUAL SERVICES OR IN A CLASSROOM SETTING. SERVICES ARE PROVIDED BASED ON THE CLIENT'S INDIVIDUAL NEED. WE USE A VARIETY OF TEACHING METHODS THAT ASSIST CLIENTS IN LEARNING SKILLS RELATED TO THEIR NEEDS.Expenses $2,685,213 · revenue $3,644,716
- FILLMORE COMMUNITY SUPPORT, PRIMARY CARE, RECOVERY PROGRAMS, CASE MANAGEMENT, BEHAVIORAL HEALTH, INTENSIVE COMMUNITY REHAB SERVICES, ARMHS, CD PILOT, ON CALL CRISIS SERVICES, PSYCHIATRY, SOMALI GRANT, HOMELESS PROGRAM, AND HOUSING PROGRAM.Expenses $11,685,892 · revenue $12,399,317
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
- 41-6052022
- 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
- 1966
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F30Z)
- Assets (IRS master file)
- $28,028,639
- Income (IRS master file)
- $25,861,109
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $25,861,109 | $24,997,878 | $28,028,639 | IRS |
| 990 | December 2023 | $24,515,675 | $26,023,076 | $28,435,472 | XML |
| 990 | December 2022 | $22,724,374 | $20,834,797 | $26,531,101 | 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 41-6052022).
Questions about ZUMBRO VALLEY HEALTH CENTER INC
- What is the EIN of ZUMBRO VALLEY HEALTH CENTER INC?
- The employer identification number (EIN) of ZUMBRO VALLEY HEALTH CENTER INC is 41-6052022.
- Is ZUMBRO VALLEY HEALTH CENTER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to ZUMBRO VALLEY HEALTH CENTER INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ZUMBRO VALLEY HEALTH CENTER 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 ZUMBRO VALLEY HEALTH CENTER 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 ZUMBRO VALLEY HEALTH CENTER 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 ZUMBRO VALLEY HEALTH CENTER INC?
- The 990 for the year ended December 31, 2024 names TRACY LEE.
- Who are the officers and directors of ZUMBRO VALLEY HEALTH CENTER INC?
- The 990 for the year ended December 31, 2024 lists 24 people; 9 received compensation from the organization, the highest $195,039 (TRACY LEE, CHIEF EXECUTIVE OFFICER).
- How much revenue does ZUMBRO VALLEY HEALTH CENTER INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $25,861,109, expenses of $24,997,878 and total assets of $28,028,639 at year end.
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All nonprofits in ROCHESTER · Minnesota · Mental health and crisis intervention