Nonprofit · EIN 72-1587301
CO-OCCURRING DISORDERS INSTITUTE INC
Tax-exempt · PALMER, AK 99645
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,289,133 | $2,052,728 | $236,405 | $1,057,606 | $644,224 | $413,382 |
| June 30, 2024 | 990 | $2,212,816 | $2,210,474 | $2,342 | $900,026 | $723,049 | $176,977 |
| June 30, 2023 | 990 | $2,595,452 | $2,734,477 | -$139,025 | $1,118,396 | $943,761 | $174,635 |
| June 30, 2022 | 990 (amended) | $2,712,058 | $2,585,714 | $126,344 | $505,389 | $191,729 | $313,660 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $160,007
- of which government grants
- $155,336
- Program service revenue
- $2,128,203
- Investment income
- $923
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,936
- Compensation of officers, directors and key employees
- $187,352
- Other salaries and wages
- $1,047,902
- Salaries, compensation and benefits (total)
- $1,371,983
- Professional fundraising fees
- $0
- Legal fees
- $289
- Accounting fees
- $25,526
- Occupancy
- $24,550
- Travel
- $48,767
- Depreciation
- $317
- Program services (functional)
- $1,751,347
- Management and general (functional)
- $301,381
Balance sheet and other
- Total assets, start of year
- $900,026
- Total assets, end of year
- $1,057,606
- Total liabilities, end of year
- $644,224
- Net assets, end of year
- $413,382
- Land, buildings and equipment
- $1,583
- Net assets without donor restrictions
- $410,293
- Net assets with donor restrictions
- $3,089
- Gross receipts
- $2,289,133
- Employees
- 40
- Volunteers
- 5
- Year formed
- 2001
- State of legal domicile
- AK
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Stewart McDonald | Executive Dir. Officer | 40 | $105,140 | $0 |
| Chelsea Weber | Finance/HR Dir Officer | 40 | $76,879 | $4,046 |
| Jenny Pekkala | President Trustee or director, Officer | 1 | $0 | $0 |
| Karen Ward | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Ben Whipple | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Kim Bergey | Board Member Trustee or director | 1 | $0 | $0 |
| Kendra Bartz | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Stewart McDonald | Executive Dir. Officer | 40 | $105,140 | $0 |
| Chelsea Weber | Finance/HR Dir Officer | 40 | $67,817 | $3,569 |
| Jenny Pekkala | President Trustee or director, Officer | 1 | $0 | $0 |
| Karen Ward | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Ben Whipple | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Kim Bergey | Board Member Trustee or director | 1 | $0 | $0 |
| Kendra Bartz | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Stewart McDonald | Executive Dir. Officer | 40 | $105,140 | $0 |
| Kristina Summers | Finance Dir. Officer | 40 | $101,596 | $3,048 |
| Chelsea Weber | Finance/HR Dir Officer | 40 | $60,399 | $3,020 |
| Jenny Pekkala | President Trustee or director, Officer | 1 | $0 | $0 |
| Karen Ward | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Ben Whipple | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Kim Bergey | Board Member Trustee or director | 1 | $0 | $0 |
| Kendra Bartz | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2022: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stewart McDonald | Executive Dir. Officer | 40 | $105,140 |
| Kristina Summers | Finance Dir. Officer | 40 | $97,083 |
| Jenny Pekkala | President Trustee or director, Officer | 1 | $0 |
| Karen Ward | Secretary Trustee or director, Officer | 1 | $0 |
| Ben Whipple | Treasurer Trustee or director, Officer | 1 | $0 |
| Kim Bergey | Board Member Trustee or director | 1 | $0 |
| Kendra Bartz | Board Member Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 11921 E PALMER WASILLA HWY, PALMER, AK 99645-8833
- In care of
- % DEBORAH L SHADE
- Principal officer (990 for 2024)
- Chelsea Weber, PO Box 1907, Palmer, AK 99645
- Signed the 990
- Stewart McDonald, Executive Director
- Phone
- (907) 745-2634
- Website
- codialaska.org
- Return prepared by
- ALTMAN ROGERS & CO
Mission
Co-Occuring Disorders Institute is a family focused agency that provides compassionate care to our local community. CODI's services are based out of their offices in Palmer, Alaska. Their mission is healthier families, stronger kids, and a continuum of services that can support families in need.
Program accomplishments
- Behavioral Health Clinic: Provides services for children ages 3-21 and their families by offering behavioral health support services to the community, such as behavioral health assessments, therapy, case management, and treatment planning.Expenses $1,751,347 · revenue $2,128,203
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 72-1587301
- 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
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F70)
- Assets (IRS master file)
- $1,057,606
- Income (IRS master file)
- $2,289,133
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,289,133 | $2,052,728 | $1,057,606 | IRS |
| 990 | June 2024 | $2,212,816 | $2,210,474 | $900,026 | IRS |
| 990 | June 2023 | $2,595,452 | $2,734,477 | $1,118,396 | XML |
| 990 | June 2022 | $2,712,058 | $2,585,714 | $505,389 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 72-1587301).
Questions about CO-OCCURRING DISORDERS INSTITUTE INC
- What is the EIN of CO-OCCURRING DISORDERS INSTITUTE INC?
- The employer identification number (EIN) of CO-OCCURRING DISORDERS INSTITUTE INC is 72-1587301.
- Is CO-OCCURRING DISORDERS INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to CO-OCCURRING DISORDERS INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CO-OCCURRING DISORDERS INSTITUTE 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 CO-OCCURRING DISORDERS INSTITUTE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CO-OCCURRING DISORDERS INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CO-OCCURRING DISORDERS INSTITUTE INC?
- The 990 for the year ended June 30, 2025 names Chelsea Weber.
- Who are the officers and directors of CO-OCCURRING DISORDERS INSTITUTE INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 2 received compensation from the organization, the highest $105,140 (Stewart McDonald, Executive Dir.).
- How much revenue does CO-OCCURRING DISORDERS INSTITUTE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,289,133, expenses of $2,052,728 and total assets of $1,057,606 at year end.
Other nonprofits in PALMER
- ALASKA EFT INC EIN 99-1650523 · last filed 990-N for 2025
- MATANUSKA ELECTRIC ASSOCIATION INC EIN 92-0007954 · last filed 990 for 2025
- ALASKA STATE FAIR INCORPORATED EIN 92-0027358 · last filed 990 for 2024
- ALASKA OPERATING ENGINEERS EMPLOYERS TRAINING TRUST FUND EIN 91-6171128 · last filed 990 for 2025
- ALASKA FAMILY SERVICES INC EIN 92-0078235 · last filed 990 for 2025
- ALASKA COMMUNITY DEVELOPMENT CORP EIN 92-0073911 · last filed 990 for 2025
- RAILBELT RELIABILITY COUNCIL EIN 88-1668671 · last filed 990 for 2025
- HATCHER ALPINE XPERIENCE EIN 81-1056780 · last filed 990 for 2025
All nonprofits in PALMER · Alaska · Mental health and crisis intervention