Mozaic Chapter FY2023 filing

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To provide lifelong opportunities that support people with diverse abilities on their path to personal success.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
$505K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $2.4M a year · 7% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$505K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $437K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$8.0M
36% of total assets
Looks good: liabilities are 36% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$34.3M
-4% vs prior year
Spent
$34.2M
To programs
90%
Net assets
$14.5M
By yearFY2020–FY2024
Revenue
$34.3M
FY2023▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2020$28.9M
FY2021$28.9M
FY2022$35.5M
FY2023$34.3M
FY2024$41.5M
Expenses
$34.2M
FY2023+0.5%
Tap a bar for its year
Expenses by fiscal year
FY2020$26.0M
FY2021$28.8M
FY2022$34.0M
FY2023$34.2M
FY2024$34.1M
Net assets
$14.5M
FY2023▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$12.7M
FY2021$12.9M
FY2022$14.1M
FY2023$14.5M
FY2024$22.1M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1954.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $30.9M Management & general 9% · $3.2M Fundraising 0% · $58K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990; $505K paid to officers and key staff.

Part VII, Section A · reportable compensation
President and CEO
$231,366Pt VII · Sec A
Senior VP of Administratio
$178,956Pt VII · Sec A
$95,007Pt VII · Sec A
Assistant Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Allen Connely$240,240$231,366$210,500$250,252$161,148
Tammy Slayton$212,198$178,956$159,259$132,550$111,414
Dale Davis$146,306————
Denise Vreeland$135,626————
Tammy Raub——$129,880$118,017$100,755
Adam Keuer$102,302————
Kenneth Burritt—$95,007———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Mozaic Chapter executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowering individuals with diverse abilities to achieve personal success through lifelong opportunities.

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3 programs · $25.6M · in their own filed words · FY2023
01

Residential

A residence program which provides a community like setting for the developmentally disabled. This is accomplished through a group setting with a minimum of supervision. 137 clients served.

$13.1Mprogram expense
02

Day Services

Assists developmentally disabled persons become part of the community and provides diagnostic, treatment & habilitative services for adults with developmental disabiliities. 251 clients served.

$6.6Mprogram expense
03

Clinic Services

Provides personal, one-on-one and group treatment to people with intellectual and other developmental disabilities that promotes self-growth and positive self-image. Our expert clinical staff are highly trained in the field of developmental disabilities and autism spectrum disorders and are dedicated to providing the best treatment…

$5.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 5 funders →

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Dec 2022 · $933K federal money spent
Provider Relief FundDepartment of Health and Human Services · ALN 93.498 · Direct$933K

The auditor reported no findings.

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$34.3M
Ln 12
Fees for servicesLn 2g$30.6M
Investment incomeLn 3$1.9M
Other incomeLn 4–11$971K
Money outPt IX
$34.2M
Ln 25
Programscol B$30.9M
Managementcol C$3.2M
Fundraisingcol D$58K
Owns and owesPt X
$14.5M
net assets · Ln 32
Cash and savingsLn 1–2$3.0M
Total assetsLn 16$22.5M
LiabilitiesLn 26$8.0M
PeoplePt VI, VII
15
listed · VII A
PaidVII A3
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$754K
Government grantsLn 1e$482K
Fundraising eventsLn 1c$38K
Fees for servicesLn 2g$30.6M
Investment incomeLn 3$1.9M
Other incomeLn 4–11$971K
Gains on assetsLn 7$948K
Total revenueLn 12$34.3M
Assets in detailPt X, end of year
CashLn 1$3.0M
Cash and savings togetherLn 1–2$3.0M
InvestmentsLn 11–13$2.8M
Land, buildings, equipmentLn 10c$10.9M
Other assetsLn 15$992K
Total assetsLn 16$22.5M
LiabilitiesLn 26$8.0M
Net assetsLn 32$14.5M
OperationsPt I, VI
EmployeesI 5667
VolunteersI 610
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$1.7M
Bond issues listedSch K Pt I3
Raised by those issuesSch K Pt I$3.1M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$3.2M$3.0M
InvestmentsLn 11–13$2.0M$2.8M
Land, buildings, equipmentLn 10c$9.9M$10.9M
Total assetsLn 16$22.1M$22.5M
LiabilitiesLn 26$8.0M$8.0M
Net assetsLn 32$14.1M$14.5M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$350K$350K
Other salaries and wagesLn 7$19.6M$18.8M$831K$6K
Pension plan contributionsLn 8$539K$438K$100K$209
Other employee benefitsLn 9$2.1M$1.8M$315K$406
Payroll taxesLn 10$2.0M$1.9M$116K$515
Legal feesLn 11b$76K$76K
Accounting feesLn 11c$66K$66K
Investment management feesLn 11f$13K$13K
Other fees for servicesLn 11g$1.3M$1.1M$196K
Advertising and promotionLn 12$27K$15K$11K$1K
Office expensesLn 13$706K$616K$58K$32K
OccupancyLn 16$1.1M$985K$106K$2K
TravelLn 17$80K$71K$9K
Conferences, conventions and meetingsLn 19$69K$54K$15K
InterestLn 20$103K$79K$25K
Depreciation, depletion and amortizationLn 22$1.8M$1.7M$106K$3K
InsuranceLn 23$447K$381K$66K$599
Other expenses (24a–d)Ln 24$3.0M$2.9M$126K$2K
All other expensesLn 24e$841K$166K$664K$12K
Total functional expensesLn 25$34.2M$30.9M$3.2M$58K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 5, 2025 $41.5M$34.1M$7.5M$22.1M 990 PDF
FY2023 ViewingFiled with the IRS Nov 5, 2024 $34.3M$34.2M$39K$14.5M 990 PDF
FY2022Filed with the IRS Oct 24, 2023 $35.5M$34.0M$1.5M$14.1M 990 PDF
FY2021Filed with the IRS Nov 14, 2022 $28.9M$28.8M$51K$12.9M 990 PDF
FY2020Filed with the IRS Nov 8, 2021 $28.9M$26.0M$2.8M$12.7M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $34,257,597 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,816,563$754,324
I-9 Program service revenuePrior year $31,977,192$30,602,992
I-10 Investment incomePrior year $383,841$1,929,473
I-11 Other revenuePrior year $1,334,714$970,808
I-12 Total revenuePrior year $35,512,310$34,257,597
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $24,957,825$24,573,580
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $9,090,864$9,644,695
I-18 Total expensesPrior year $34,048,689$34,218,275
I-19 Revenue less expensesPrior year $1,463,621$39,322
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $34,257,597 across 10 lines filed
Lines not itemized here account for $2,669,544 of total revenue; see the IRS return.
VIII-1c Fundraising events$38,150
VIII-1e Government grants$481,941
VIII-1f All other contributions, gifts and grants$234,233
VIII-1h Total contributions, gifts and grants$754,324
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $27,933,448$27,933,448
VIII-3 Investment incomeExcluded from tax $981,438$981,438
VIII-7 Net gain or loss on sales of assetsExcluded from tax $948,035$948,035
VIII-8 Net income from fundraising eventsExcluded from tax −$6,036−$6,036
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $976,844$976,844
VIII-12 Total revenueRelated to mission $31,579,836 · Unrelated business $0 · Excluded from tax $1,923,437$34,257,597
Part IX · Statement of functional expenses $34,218,275 across 19 lines filed
IX-5 Pay of current officers, directors and key staffManagement $349,712$349,712
IX-7 Other salaries and wagesPrograms $18,787,062 · Management $831,099 · Fundraising $6,010$19,624,171
IX-8 Pension plan contributionsPrograms $438,309 · Management $100,311 · Fundraising $209$538,829
IX-9 Other employee benefitsPrograms $1,755,703 · Management $315,190 · Fundraising $406$2,071,299
IX-10 Payroll taxesPrograms $1,872,608 · Management $116,446 · Fundraising $515$1,989,569
IX-11b Legal feesManagement $75,695$75,695
IX-11c Accounting feesManagement $66,300$66,300
IX-11f Investment management feesManagement $12,734$12,734
IX-11g Other fees for servicesPrograms $1,149,814 · Management $196,434$1,346,248
IX-12 Advertising and promotionPrograms $14,518 · Management $10,998 · Fundraising $1,049$26,565
IX-13 Office expensesPrograms $615,939 · Management $58,036 · Fundraising $31,691$705,666
IX-16 OccupancyPrograms $985,475 · Management $106,394 · Fundraising $1,631$1,093,500
IX-17 TravelPrograms $70,748 · Management $9,034$79,782
IX-19 Conferences, conventions and meetingsPrograms $53,663 · Management $14,916$68,579
IX-20 InterestPrograms $78,708 · Management $24,607$103,315
IX-22 Depreciation, depletion and amortizationPrograms $1,657,974 · Management $106,230 · Fundraising $2,660$1,766,864
IX-23 InsurancePrograms $380,779 · Management $65,755 · Fundraising $599$447,133
IX-24 Other expenses (24a–d)Programs $2,883,550 · Management $125,782 · Fundraising $1,832$3,011,164
IX-24e All other expensesPrograms $165,585 · Management $664,056 · Fundraising $11,509$841,150
IX-25 Total functional expensesPrograms $30,910,435 · Management $3,249,729 · Fundraising $58,111$34,218,275
Part X · Balance sheet $22,464,698 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $3,193,788$3,004,546
X-4 Accounts receivableStart of year $4,051,541$3,467,463
X-8 Inventories for sale or useStart of year $1,268,456$629,942
X-9 Prepaid expenses and deferred chargesStart of year $438,533$620,151
X-10c Land, buildings and equipment, netStart of year $9,859,696$10,933,459
X-11 Publicly traded securitiesStart of year $1,887,155$2,665,450
X-12 Other securitiesStart of year $151,724$151,724
X-15 Other assetsStart of year $1,285,917$991,963
X-16 Total assetsStart of year $22,136,810$22,464,698
X-17 Accounts payable and accrued expensesStart of year $2,260,605$2,619,782
X-19 Deferred revenueStart of year $516,711$577,438
X-20 Tax-exempt bond liabilitiesStart of year $2,111,802$1,732,331
X-25 Other liabilitiesStart of year $1,380,201$969,697
X-26 Total liabilitiesStart of year $8,033,235$7,984,690
X-27 Net assets without donor restrictionsStart of year $14,085,684$14,458,200
X-28 Net assets with donor restrictionsStart of year $17,891$21,808
X-32 Total net assets or fund balancesStart of year $14,103,575$14,480,008
X-33 Total liabilities and net assetsStart of year $22,136,810$22,464,698
Part XI · Reconciliation of net assets $14,480,008 net assets at year end
XI-1 Total revenue$34,257,597
XI-2 Total expenses$34,218,275
XI-3 Revenue less expenses$39,322
XI-4 Net assets at start of year$14,103,575
XI-5 Net unrealized gains (losses) on investments$337,111
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$14,480,008

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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