Northeast Residence INC

White Bear Lake, MNUnknown exempt organizationSince 1973EIN 23-7309993Revenue $9.7M in FY2022

On file with the IRSnerinc.org2539 County Road E East · White Bear Lake, MN

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Supporting children and adults with developmental disabilities to live to their fullest potential.

88¢ of each $1 spent went to programs.
Run by 25 volunteers and 309 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average surplus $90K a year · under 1% of revenue · last 3 filings
Worth a look: a surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$575K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Named funders
3
named funders · $31K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
total owed
No data yet: the filing does not give total assets.
Pt X · Ln 26
Independent board members
5
of 6 voting members
Looks good: 5 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.7M
+3% vs prior year
Spent
$9.8M
To programs
88%
Net assets
$0
By yearFY2020–FY2022
Revenue
$9.7M
FY2022▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2020$10.1M
FY2021$9.4M
FY2022$9.7M
Expenses
$9.8M
FY2022▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$9.6M
FY2021$9.6M
FY2022$9.8M
Net assets
$0
FY2022▼ -100%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.9M
FY2021$4.8M
FY2022$0

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

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

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $8.7M Management & general 12% · $1.2M Fundraising 0% · $2K

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

13 people listed on the 990; $575K paid to officers and key staff.

Part VII, Section A · reportable compensation
Director of Finance
$124,436Pt VII · Sec A
Lead Dsp
$123,338Pt VII · Sec A
Program Manager
$119,445Pt VII · Sec A
Program Manager
$103,914Pt VII · Sec A
Chief of East Metro Operations
$103,783Pt VII · Sec A
Board Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
CFO - Hammer Residences
$0Pt VII · Sec A

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2022FY2020
Lisa Heroff$124,436—
Suzanne Ada$123,338—
Olakunle David$119,445—
Intenga Onchera$103,914—
Melinda Curran$103,783—
Heidi Holste—$56,953

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.

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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 developmental disabilities to live their fullest lives.

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Provided by the organization

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1 program · $8.7M · in their own filed words · FY2022
01

To practice our mission, Northeast Residence, Inc. promotes the development of programs that are responsive to the individual needs of people with developmental disabilities. As part of this effort, Northeast Residence, Inc. operates residential and family support programs for people with developmental disabilities.

$8.7Mprogram 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 · FY2022
Total grants receivedfrom 3 funders$31K
See all 3 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$9.7M
Ln 12
Fees for servicesLn 2g$9.2M
Investment incomeLn 3$271K
Gifts and grantsLn 1h$145K
Money outPt IX
$9.8M
Ln 25
Programscol B$8.7M
Managementcol C$1.2M
Fundraisingcol D$2K
Owns and owesPt X
$0
net assets · Ln 32
Total assetsLn 16$0
LiabilitiesLn 26$0
PeoplePt VI, VII
13
listed · VII A
PaidVII A5
Voting boardVI 1a6
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$145K
Noncash giftsLn 1g$3K
Fees for servicesLn 2g$9.2M
Investment incomeLn 3$271K
Other incomeLn 4–11$60K
Gains on assetsLn 7$262K
Total revenueLn 12$9.7M
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$0
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$0
LiabilitiesLn 26$0
Net assetsLn 32$0
OperationsPt I, VI
EmployeesI 5309
VolunteersI 625
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$2.5M$0
InvestmentsLn 11–13$655K$0
Land, buildings, equipmentLn 10c$6.6M$0
Total assetsLn 16$10.6M$0
LiabilitiesLn 26$5.8M$0
Net assetsLn 32$4.8M$0
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$6.7M$6.2M$525K
Other employee benefitsLn 9$310K$265K$45K
Payroll taxesLn 10$510K$469K$41K
Other fees for servicesLn 11g$744K$489K$255K$697
Office expensesLn 13$153K$134K$18K$823
OccupancyLn 16$310K$253K$57K
TravelLn 17$6K$3K$3K
Conferences, conventions and meetingsLn 19$11K$5K$6K
InterestLn 20$155K$130K$25K
Depreciation, depletion and amortizationLn 22$438K$322K$116K
InsuranceLn 23$64K$51K$13K
Other expenses (24a–d)Ln 24$402K$388K$14K
All other expensesLn 24e$37K$4K$32K$4
Total functional expensesLn 25$9.8M$8.7M$1.2M$2K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest Viewing $9.7M$9.8M−$124K$0 990 PDF
FY2021 $9.4M$9.6M−$155K$4.8M 990 PDF
FY2020 $10.1M$9.6M$548K$4.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $9,708,534 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $139,416$144,841
I-9 Program service revenuePrior year $9,181,378$9,232,726
I-10 Investment incomePrior year $29,392$271,199
I-11 Other revenuePrior year $59,174$59,768
I-12 Total revenuePrior year $9,409,360$9,708,534
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 $7,231,184$7,512,502
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,332,797$2,319,953
I-18 Total expensesPrior year $9,563,981$9,832,455
I-19 Revenue less expensesPrior year −$154,621−$123,921
Part VI · Governance 5 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members5
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 $9,708,534 across 8 lines filed
Lines not itemized here account for $2,200 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$144,841
VIII-1g Noncash contributions (included above)$2,905
VIII-1h Total contributions, gifts and grants$144,841
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,230,526$9,230,526
VIII-3 Investment incomeExcluded from tax $9,181$9,181
VIII-6 Net rental income or lossExcluded from tax $59,768$59,768
VIII-7 Net gain or loss on sales of assetsExcluded from tax $262,018$262,018
VIII-12 Total revenueRelated to mission $9,232,726 · Unrelated business $0 · Excluded from tax $330,967$9,708,534
Part IX · Statement of functional expenses $9,832,455 across 13 lines filed
IX-7 Other salaries and wagesPrograms $6,167,781 · Management $524,637$6,692,418
IX-9 Other employee benefitsPrograms $264,679 · Management $44,968$309,647
IX-10 Payroll taxesPrograms $469,268 · Management $41,169$510,437
IX-11g Other fees for servicesPrograms $489,148 · Management $254,653 · Fundraising $697$744,498
IX-13 Office expensesPrograms $133,536 · Management $18,492 · Fundraising $823$152,851
IX-16 OccupancyPrograms $252,697 · Management $57,323$310,020
IX-17 TravelPrograms $3,367 · Management $2,882$6,249
IX-19 Conferences, conventions and meetingsPrograms $5,319 · Management $5,781$11,100
IX-20 InterestPrograms $130,092 · Management $25,241$155,333
IX-22 Depreciation, depletion and amortizationPrograms $321,866 · Management $115,880$437,746
IX-23 InsurancePrograms $50,745 · Management $12,941$63,686
IX-24 Other expenses (24a–d)Programs $387,875 · Management $13,945$401,820
IX-24e All other expensesPrograms $4,436 · Management $32,210 · Fundraising $4$36,650
IX-25 Total functional expensesPrograms $8,680,809 · Management $1,150,122 · Fundraising $1,524$9,832,455
Part X · Balance sheet $0 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $385,146$0
X-2 Savings and temporary cash investmentsStart of year $2,134,162$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $672,029$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $57,462$0
X-10c Land, buildings and equipment, netStart of year $6,571,863$0
X-11 Publicly traded securitiesStart of year $654,930$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $86,398$0
X-16 Total assetsStart of year $10,561,990$0
X-26 Total liabilitiesStart of year $5,752,093$0
X-27 Net assets without donor restrictionsStart of year $4,809,897$0
X-32 Total net assets or fund balancesStart of year $4,809,897$0
X-33 Total liabilities and net assetsStart of year $10,561,990$0
Part XI · Reconciliation of net assets $0 net assets at year end
XI-1 Total revenue$9,708,534
XI-2 Total expenses$9,832,455
XI-3 Revenue less expenses−$123,921
XI-4 Net assets at start of year$4,809,897
XI-5 Net unrealized gains (losses) on investments−$113,035
XI-9 Other changes in net assets−$4,572,941
XI-10 Net assets at end of year$0

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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