Covey INC: Nonprofit Profile, Financials & Form 990 (EIN 39-6026845)

Pam Schutz’s $125K as CEO End 9/30 is at the 40th percentile of top reported officer pay among 733 $1–10M diseases & disorders nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Pam Schutz	$125,145	$121,500	$104,422	$100,855	$79,507	$80,401
Anthony Gonzalez	$89,451	$84,622	—	—	—	—
Barbara Austad	$68,115	$63,836	$61,051	$61,044	—	—

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 through opportunities that encourage personal development.

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3 programs · $1.9M · in their own filed words · FY2025

01

Residential Services/Adult Family Homes

Each home is the home to 4 unrelated individuals with developmental or intellectual disabilities. They receive care, supervision, and services above the level of room and board. In 2025, we served 12 individuals in 3 homes, with expenses totaling 817,367.

$817Kprogram expense

02

Respite

This program offers caregiver relief to individuals caring for a person with a disability. Relief from caregiving duties provides an opportunity for the caregiver to focus on their own well-being and self- care, pursue employment, and nurture other relationships that are important to them.

$770Kprogram expense

03

Community Programs

Our community-based programs consist of community based adult day services, covey connects, healthy relationships, and I can shine bike camp. These programs provide opportunities for individuals with disabilities to gain new skills and develop a social network that fosters a sense of connectedness.

$267Kprogram 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

Oshkosh Area Community Foundation CorporationFY2024$62K

Wheda Foundation INCFY2024$50K

Oshkosh Area United Way INCFY2024$38K

United Way Fox Cities INCFY2024$21K

Community Foundation for the Fox Valley Region INCFY2024$18K

Greater Green Bay Community Foundation INCFY2024$14K

Total grants receivedfrom 6 funders$204K

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By the numbers

The FY2025 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$2.2M

Ln 12

Fees for servicesLn 2g$1.7M

Gifts and grantsLn 1h$330K

Investment incomeLn 3$229K

Money outPt IX

$2.4M

Ln 25

Programscol B$1.9M

Managementcol C$510K

Fundraisingcol D$16K

Owns and owesPt X

$4.1M

net assets · Ln 32

Cash and savingsLn 1–2$116K

Total assetsLn 16$4.9M

LiabilitiesLn 26$798K

PeoplePt VI, VII

12

listed · VII A

PaidVII A3

Voting boardVI 1a9

IndependentVI 1b9

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$330K

Government grantsLn 1e$69K

Fees for servicesLn 2g$1.7M

Investment incomeLn 3$229K

Other incomeLn 4–11$1K

Gains on assetsLn 7$174K

Total revenueLn 12$2.2M

Assets in detailPt X, end of year

CashLn 1$116K

Cash and savings togetherLn 1–2$116K

InvestmentsLn 11–13$1.3M

Land, buildings, equipmentLn 10c$1.7M

Other assetsLn 15$1.6M

Total assetsLn 16$4.9M

LiabilitiesLn 26$798K

Net assetsLn 32$4.1M

OperationsPt I, VI

EmployeesI 580

VolunteersI 671

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

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$184K	$116K
InvestmentsLn 11–13	$1.3M	$1.3M
Land, buildings, equipmentLn 10c	$1.7M	$1.7M
Total assetsLn 16	$5.1M	$4.9M
LiabilitiesLn 26	$863K	$798K
Net assetsLn 32	$4.2M	$4.1M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$308K	$7K	$295K	$6K
Other salaries and wagesLn 7	$1.2M	$1.1M	$39K	$8K
Pension plan contributionsLn 8	$7K	$5K	$2K	$7
Other employee benefitsLn 9	$74K	$68K	$5K	$90
Payroll taxesLn 10	$117K	$92K	$24K	$1K
Legal feesLn 11b	$130	$80	$50
Accounting feesLn 11c	$22K	$14K	$9K
Investment management feesLn 11f	$18K		$18K
Other fees for servicesLn 11g	$28K	$17K	$11K
Office expensesLn 13	$6K	$4K	$1K
Information technologyLn 14	$93K	$74K	$19K
OccupancyLn 16	$172K	$111K	$61K
TravelLn 17	$7K	$6K	$934
InterestLn 20	$16K	$13K	$3K
Depreciation, depletion and amortizationLn 22	$94K	$91K	$2K
InsuranceLn 23	$44K	$33K	$11K	$13
Other expenses (24a–d)Ln 24	$183K	$182K	$1K
All other expensesLn 24e	$11K	$3K	$8K
Total functional expensesLn 25	$2.4M	$1.9M	$510K	$16K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$2.2M	$2.4M	−$170K	$4.1M	990 PDF
FY2024	$2.5M	$2.1M	$400K	$4.2M	990 PDF
FY2023	$1.7M	$1.9M	−$178K	$3.7M	990 PDF
FY2022	$1.3M	$1.5M	−$195K	$3.6M	990 PDF
FY2021	$1.2M	$1.2M	$10K	$4.5M	990 PDF
FY2020	$1.2M	$1.0M	$192K	$4.1M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $2,211,410 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $891,559$329,831

I-9 Program service revenuePrior year $1,340,804$1,651,618

I-10 Investment incomePrior year $280,085$228,775

I-11 Other revenuePrior year $2,961$1,186

I-12 Total revenuePrior year $2,515,409$2,211,410

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $1,435,555$1,687,503

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $680,018$693,475

I-18 Total expensesPrior year $2,115,573$2,380,978

I-19 Revenue less expensesPrior year $399,836−$169,568

Part VI · Governance 9 of 9 board members independent, no flags

VI-1a Voting members of the governing body9

VI-1b Independent voting members9

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 $2,211,410 across 9 lines filed

VIII-1a Federated campaigns$37,500

VIII-1e Government grants$68,785

VIII-1f All other contributions, gifts and grants$223,546

VIII-1h Total contributions, gifts and grants$329,831

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,651,618$1,651,618

VIII-3 Investment incomeExcluded from tax $54,857$54,857

VIII-7 Net gain or loss on sales of assetsExcluded from tax $173,918$173,918

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,186$1,186

VIII-12 Total revenueRelated to mission $1,651,618 · Excluded from tax $229,961$2,211,410

Part IX · Statement of functional expenses $2,380,978 across 18 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $6,930 · Management $294,815 · Fundraising $6,266$308,011

IX-7 Other salaries and wagesPrograms $1,134,224 · Management $38,950 · Fundraising $8,386$1,181,560

IX-8 Pension plan contributionsPrograms $5,491 · Management $1,713 · Fundraising $7$7,211

IX-9 Other employee benefitsPrograms $68,429 · Management $5,141 · Fundraising $90$73,660

IX-10 Payroll taxesPrograms $91,741 · Management $24,149 · Fundraising $1,171$117,061

IX-11b Legal feesPrograms $80 · Management $50$130

IX-11c Accounting feesPrograms $13,589 · Management $8,546$22,135

IX-11f Investment management feesManagement $17,921$17,921

IX-11g Other fees for servicesPrograms $16,972 · Management $10,674$27,646

IX-13 Office expensesPrograms $4,389 · Management $1,465$5,854

IX-14 Information technologyPrograms $73,654 · Management $19,390$93,044

IX-16 OccupancyPrograms $111,075 · Management $61,280$172,355

IX-17 TravelPrograms $6,348 · Management $934$7,282

IX-20 InterestPrograms $13,210 · Management $2,706$15,916

IX-22 Depreciation, depletion and amortizationPrograms $91,265 · Management $2,244$93,509

IX-23 InsurancePrograms $32,715 · Management $10,798 · Fundraising $13$43,526

IX-24 Other expenses (24a–d)Programs $182,084 · Management $1,336$183,420

IX-24e All other expensesPrograms $2,907 · Management $7,830$10,737

IX-25 Total functional expensesPrograms $1,855,103 · Management $509,942 · Fundraising $15,933$2,380,978

Part X · Balance sheet $4,914,266 assets, 16 lines filed

X-1 Cash, non-interest-bearingStart of year $183,892$116,293

X-3 Pledges and grants receivableStart of year $228,864$37,500

X-4 Accounts receivableStart of year $117,085$176,607

X-9 Prepaid expenses and deferred chargesStart of year $9,600$26,054

X-10c Land, buildings and equipment, netStart of year $1,655,791$1,670,561

X-11 Publicly traded securitiesStart of year $1,323,513$1,271,756

X-15 Other assetsStart of year $1,572,047$1,615,495

X-16 Total assetsStart of year $5,090,792$4,914,266

X-17 Accounts payable and accrued expensesStart of year $145,373$158,598

X-24 Unsecured notes and loans payableStart of year $78,989$70,464

X-25 Other liabilitiesStart of year $466,472$437,530

X-26 Total liabilitiesStart of year $862,545$797,998

X-27 Net assets without donor restrictionsStart of year $2,803,760$2,653,126

X-28 Net assets with donor restrictionsStart of year $1,424,487$1,463,142

X-32 Total net assets or fund balancesStart of year $4,228,247$4,116,268

X-33 Total liabilities and net assetsStart of year $5,090,792$4,914,266

Part XI · Reconciliation of net assets $4,116,268 net assets at year end

XI-1 Total revenue$2,211,410

XI-2 Total expenses$2,380,978

XI-3 Revenue less expenses−$169,568

XI-4 Net assets at start of year$4,228,247

XI-5 Net unrealized gains (losses) on investments$57,589

XI-10 Net assets at end of year$4,116,268

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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