Creating opportunities that foster personal growth.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
$270K 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

FY2024 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $10K a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$270K
to officers and key staff · 13% of spending
Looks good: pay to officers and key staff is 13% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Plus $1.3M in investments, Pt X · Ln 11–13
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $204K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$863K
17% of total assets
Looks good: liabilities are 17% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.5M
+47% vs prior year
Spent
$2.1M
To programs
77%
Net assets
$4.2M
By yearFY2020–FY2025
Revenue
$2.5M
FY2024▲ +47%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$1.2M
FY2022$1.3M
FY2023$1.7M
FY2024$2.5M
FY2025$2.2M
Expenses
$2.1M
FY2024▲ +12%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.0M
FY2021$1.2M
FY2022$1.5M
FY2023$1.9M
FY2024$2.1M
FY2025$2.4M
Net assets
$4.2M
FY2024▲ +15%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.1M
FY2021$4.5M
FY2022$3.6M
FY2023$3.7M
FY2024$4.2M
FY2025$4.1M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1957.

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

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $1.6M Management & general 22% · $472K Fundraising 1% · $14K

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; $270K paid to officers and key staff.

Part VII, Section A · reportable compensation
$121,500Pt VII · Sec A
$84,622Pt VII · Sec A
$63,836Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
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.

See Covey INC executive salaries →

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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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Provided by the organization

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3 programs · $1.6M · in their own filed words · FY2024
01

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.

$836Kprogram expense
02

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 2024, we served 10 individuals in 3 homes, with expenses totaling 523,653.

$524Kprogram expense
03

Community Programs

Our community based programs consist of community based adult day services, covey connects, healthy relationships, and ican 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.

$270Kprogram 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 6 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.5M
Ln 12
Fees for servicesLn 2g$1.3M
Gifts and grantsLn 1h$892K
Investment incomeLn 3$280K
Money outPt IX
$2.1M
Ln 25
Programscol B$1.6M
Managementcol C$472K
Fundraisingcol D$14K
Owns and owesPt X
$4.2M
net assets · Ln 32
Cash and savingsLn 1–2$184K
Total assetsLn 16$5.1M
LiabilitiesLn 26$863K
PeoplePt VI, VII
13
listed · VII A
PaidVII A3
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$892K
Government grantsLn 1e$552K
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$280K
Other incomeLn 4–11$3K
Gains on assetsLn 7$221K
Total revenueLn 12$2.5M
Assets in detailPt X, end of year
CashLn 1$184K
Cash and savings togetherLn 1–2$184K
InvestmentsLn 11–13$1.3M
Land, buildings, equipmentLn 10c$1.7M
Other assetsLn 15$1.6M
Total assetsLn 16$5.1M
LiabilitiesLn 26$863K
Net assetsLn 32$4.2M
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
LineStart FY24End FY24
Cash and savingsLn 1–2$92K$184K
InvestmentsLn 11–13$1.6M$1.3M
Land, buildings, equipmentLn 10c$1.4M$1.7M
Total assetsLn 16$4.8M$5.1M
LiabilitiesLn 26$1.1M$863K
Net assetsLn 32$3.7M$4.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$290K$81K$202K$7K
Other salaries and wagesLn 7$981K$903K$72K$6K
Pension plan contributionsLn 8$7K$5K$2K$7
Other employee benefitsLn 9$59K$45K$14K$59
Payroll taxesLn 10$99K$78K$20K$992
Accounting feesLn 11c$21K$13K$8K
Investment management feesLn 11f$19K$19K
Other fees for servicesLn 11g$27K$16K$10K
Advertising and promotionLn 12$1K$1K$22
Office expensesLn 13$6K$5K$2K
Information technologyLn 14$98K$77K$20K
OccupancyLn 16$145K$85K$60K
TravelLn 17$8K$7K$1K
InterestLn 20$24K$20K$4K
Depreciation, depletion and amortizationLn 22$78K$76K$2K
InsuranceLn 23$63K$51K$11K$32
Other expenses (24a–d)Ln 24$171K$159K$12K
All other expensesLn 24e$20K$8K$13K
Total functional expensesLn 25$2.1M$1.6M$472K$14K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.2M$2.4M−$170K$4.1M 990 PDF
FY2024 Viewing $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 FY2024 990 (6 parts)
Part I · Summary $2,515,409 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $449,830$891,559
I-9 Program service revenuePrior year $1,147,880$1,340,804
I-10 Investment incomePrior year $112,485$280,085
I-11 Other revenuePrior year $3,318$2,961
I-12 Total revenuePrior year $1,713,513$2,515,409
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,248,245$1,435,555
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $643,510$680,018
I-18 Total expensesPrior year $1,891,755$2,115,573
I-19 Revenue less expensesPrior year −$178,242$399,836
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
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 $2,515,409 across 9 lines filed
VIII-1a Federated campaigns$37,500
VIII-1e Government grants$551,775
VIII-1f All other contributions, gifts and grants$302,284
VIII-1h Total contributions, gifts and grants$891,559
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,340,804$1,340,804
VIII-3 Investment incomeExcluded from tax $59,097$59,097
VIII-7 Net gain or loss on sales of assetsExcluded from tax $220,988$220,988
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,961$2,961
VIII-12 Total revenueRelated to mission $1,340,804 · Excluded from tax $283,046$2,515,409
Part IX · Statement of functional expenses $2,115,573 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $80,647 · Management $202,197 · Fundraising $6,941$289,785
IX-7 Other salaries and wagesPrograms $903,270 · Management $71,919 · Fundraising $5,586$980,775
IX-8 Pension plan contributionsPrograms $5,120 · Management $1,597 · Fundraising $7$6,724
IX-9 Other employee benefitsPrograms $44,956 · Management $14,021 · Fundraising $59$59,036
IX-10 Payroll taxesPrograms $77,770 · Management $20,473 · Fundraising $992$99,235
IX-11c Accounting feesPrograms $12,646 · Management $7,954$20,600
IX-11f Investment management feesManagement $18,668$18,668
IX-11g Other fees for servicesPrograms $16,446 · Management $10,343$26,789
IX-12 Advertising and promotionPrograms $1,055 · Management $22$1,077
IX-13 Office expensesPrograms $4,665 · Management $1,705$6,370
IX-14 Information technologyPrograms $77,420 · Management $20,382$97,802
IX-16 OccupancyPrograms $85,488 · Management $59,608$145,096
IX-17 TravelPrograms $6,873 · Management $1,012$7,885
IX-20 InterestPrograms $19,685 · Management $4,032$23,717
IX-22 Depreciation, depletion and amortizationPrograms $76,158 · Management $1,873$78,031
IX-23 InsurancePrograms $51,341 · Management $11,490 · Fundraising $32$62,863
IX-24 Other expenses (24a–d)Programs $158,832 · Management $12,074$170,906
IX-24e All other expensesPrograms $7,524 · Management $12,690$20,214
IX-25 Total functional expensesPrograms $1,629,896 · Management $472,060 · Fundraising $13,617$2,115,573
Part X · Balance sheet $5,090,792 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $91,786$183,892
X-3 Pledges and grants receivableStart of year $99,264$228,864
X-4 Accounts receivableStart of year $89,029$117,085
X-9 Prepaid expenses and deferred chargesStart of year $10,715$9,600
X-10c Land, buildings and equipment, netStart of year $1,410,458$1,655,791
X-11 Publicly traded securitiesStart of year $1,561,215$1,323,513
X-15 Other assetsStart of year $1,539,559$1,572,047
X-16 Total assetsStart of year $4,802,026$5,090,792
X-17 Accounts payable and accrued expensesStart of year $113,258$145,373
X-24 Unsecured notes and loans payableStart of year $87,989$78,989
X-25 Other liabilitiesStart of year $491,968$466,472
X-26 Total liabilitiesStart of year $1,112,542$862,545
X-27 Net assets without donor restrictionsStart of year $2,318,108$2,803,760
X-28 Net assets with donor restrictionsStart of year $1,371,376$1,424,487
X-32 Total net assets or fund balancesStart of year $3,689,484$4,228,247
X-33 Total liabilities and net assetsStart of year $4,802,026$5,090,792
Part XI · Reconciliation of net assets $4,228,247 net assets at year end
XI-1 Total revenue$2,515,409
XI-2 Total expenses$2,115,573
XI-3 Revenue less expenses$399,836
XI-4 Net assets at start of year$3,689,484
XI-5 Net unrealized gains (losses) on investments$138,927
XI-10 Net assets at end of year$4,228,247

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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