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Arc Upper Valley INC FY2022 filing

Tax-deductible

Grand Forks, ND501(c)(3)Education EIN 45-0311870Revenue $384K in FY2022

On file with the IRSthearcuppervalley.com2500 Demers Ave, 58201-4178 · Grand Forks, NDTax-exempt since Dec 1995Publicly supported — 509(a)(2)

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To work in partnership with our constituents, members, and affiliated chapters to ensure that children and adults with intellectual and developmental disabilities have the supports, benefits, and services they need, and are accepted, respected, and fully included in their communities.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$139K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2022 · 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
4 of 5
filings with a surplus
Average surplus $138K a year · 28% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$139K
to officers and key staff · 41% of spending
Concern: pay to officers and key staff is 41% of spending; over 30%.
Pt VII · Sec A
Cash reserves
16 mo
of spending, in cash
Looks good: 15.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$220K
31% of total assets
Looks good: liabilities are 31% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$384K
-25% vs prior year
Spent
$338K
To programs
79%
Net assets
$497K
By yearFY2020–FY2024
Revenue
$384K
FY2022▼ -25%
Tap a bar for its year
Revenue by fiscal year
FY2020$364K
FY2021$514K
FY2022$384K
FY2023$333K
FY2024$913K
Expenses
$338K
FY2022▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2020$310K
FY2021$323K
FY2022$338K
FY2023$418K
FY2024$425K
Net assets
$497K
FY2022▲ +9%
Tap a bar for its year
Net assets by fiscal year
FY2020$278K
FY2021$456K
FY2022$497K
FY2023$412K
FY2024$903K

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

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You’re viewing the FY2022 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 Dec 1995.

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

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $268K Management & general 21% · $70K

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

9 people listed on the 990; $139K paid to officers and key staff.

Part VII, Section A · reportable compensation
Rachel Hafner
Executive Director
$83,056Pt VII · Sec A
Kate Lewandowski
Director of Operations
$55,638Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Erik Anthony
President
$0Pt VII · Sec A
Nate Schlief
Director
$0Pt VII · Sec A
Roberta Middagh
Director at Large
$0Pt VII · Sec A
$0Pt VII · Sec A

Rachel Hafner’s $83K as Executive Director is at the 74th percentile of top reported officer pay among 1613 $100K–1M education 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 · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Rachel Hafner$83,159$83,159$83,056$80,701$80,701
Kate Lewandowski$55,706$55,706$55,638$54,108$54,205

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 Arc Upper Valley 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

Advocates for intellectual and developmental disabilities to ensure inclusion and access to needed supports and services.

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Provided by the organization

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2 programs · $268K · in their own filed words · FY2022
01

The organization operates retail outlets for donated clothing and miscellaneous articles in grand forks, ND. When operations result in a surplus, cash donations are made to programs serving persons with intellectual and developmental disabilities.

$149Kprogram expense
02

Training and programs to support individuals with intellectual and developmental disabilities and public awareness of intellectual and developmental disabilities.

$119Kprogram 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
Myra FoundationFY2024$5K
Total grants receivedfrom 1 funder$5K

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$384K
Ln 12
Gifts and grantsLn 1h$207K
Other incomeLn 4–11$158K
Investment incomeLn 3$13K
Money outPt IX
$338K
Ln 25
Programscol B$268K
Managementcol C$70K
Owns and owesPt X
$497K
net assets · Ln 32
Cash and savingsLn 1–2$439K
Total assetsLn 16$718K
LiabilitiesLn 26$220K
PeoplePt VI, VII
9
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$207K
Government grantsLn 1e$63K
Noncash giftsLn 1g$140K
Fees for servicesLn 2g$6K
Investment incomeLn 3$13K
Other incomeLn 4–11$158K
Gains on assetsLn 7$11K
Total revenueLn 12$384K
Assets in detailPt X, end of year
CashLn 1$312K
SavingsLn 2$127K
Cash and savings togetherLn 1–2$439K
Land, buildings, equipmentLn 10c$246K
Other assetsLn 15$8K
Total assetsLn 16$718K
LiabilitiesLn 26$220K
Net assetsLn 32$497K
OperationsPt I, VI
EmployeesI 520
VolunteersI 617
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$471K$439K
Land, buildings, equipmentLn 10c$269K$246K
Total assetsLn 16$749K$718K
LiabilitiesLn 26$293K$220K
Net assetsLn 32$456K$497K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$110K$76K$35K
Other salaries and wagesLn 7$82K$82K
Pension plan contributionsLn 8$1K$814$368
Payroll taxesLn 10$10K$8K$2K
Management feesLn 11a$1K$1K
Legal feesLn 11b$500$500
Other fees for servicesLn 11g$19K$3K$16K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$9K$3K$6K
Information technologyLn 14$16K$16K
OccupancyLn 16$48K$44K$4K
TravelLn 17$573$573
InterestLn 20$4K$4K
Depreciation, depletion and amortizationLn 22$15K$15K
InsuranceLn 23$12K$12K
Other expenses (24a–d)Ln 24$6K$5K$462
Total functional expensesLn 25$338K$268K$70K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $913K$425K$488K$903K 990 PDF
FY2023 $333K$418K−$85K$412K 990 PDF
FY2022 Viewing $384K$338K$46K$497K 990 PDF
FY2021 $514K$323K$190K$456K 990 PDF
FY2020 $364K$310K$53K$278K 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 M · Noncash O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $383,995 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $264,191$207,278
I-9 Program service revenuePrior year $10,600$6,150
I-10 Investment incomePrior year $2,269$12,660
I-11 Other revenuePrior year $236,734$157,907
I-12 Total revenuePrior year $513,794$383,995
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 $217,078$204,093
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $106,376$133,973
I-18 Total expensesPrior year $323,454$338,066
I-19 Revenue less expensesPrior year $190,340$45,929
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $383,995 across 11 lines filed
Lines not itemized here account for $162,312 of total revenue; see the IRS return.
VIII-1b Membership dues$1,777
VIII-1e Government grants$62,967
VIII-1f All other contributions, gifts and grants$142,534
VIII-1g Noncash contributions (included above)$140,010
VIII-1h Total contributions, gifts and grants$207,278
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,150$6,150
VIII-3 Investment incomeExcluded from tax $1,462$1,462
VIII-7 Net gain or loss on sales of assetsExcluded from tax $11,198$11,198
VIII-8 Net income from fundraising eventsExcluded from tax −$5,006−$5,006
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $601$601
VIII-12 Total revenueRelated to mission $6,150 · Unrelated business $0 · Excluded from tax $170,567$383,995
Part IX · Statement of functional expenses $338,066 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $75,734 · Management $34,607$110,341
IX-7 Other salaries and wagesPrograms $82,482$82,482
IX-8 Pension plan contributionsPrograms $814 · Management $368$1,182
IX-10 Payroll taxesPrograms $8,277 · Management $1,811$10,088
IX-11a Management feesManagement $1,488$1,488
IX-11b Legal feesManagement $500$500
IX-11g Other fees for servicesPrograms $3,437 · Management $16,044$19,481
IX-12 Advertising and promotionPrograms $1,538$1,538
IX-13 Office expensesPrograms $3,285 · Management $6,127$9,412
IX-14 Information technologyPrograms $16,043$16,043
IX-16 OccupancyPrograms $43,779 · Management $4,457$48,236
IX-17 TravelPrograms $573$573
IX-20 InterestManagement $4,346$4,346
IX-22 Depreciation, depletion and amortizationPrograms $15,009$15,009
IX-23 InsurancePrograms $11,771$11,771
IX-24 Other expenses (24a–d)Programs $5,114 · Management $462$5,576
IX-25 Total functional expensesPrograms $267,856 · Management $70,210 · Fundraising $0$338,066
Part X · Balance sheet $717,517 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $470,860$311,612
X-2 Savings and temporary cash investments$127,192
X-4 Accounts receivable$240
X-9 Prepaid expenses and deferred chargesStart of year $9,181$24,196
X-10c Land, buildings and equipment, netStart of year $268,501$246,429
X-15 Other assetsStart of year $0$7,848
X-16 Total assetsStart of year $748,542$717,517
X-17 Accounts payable and accrued expensesStart of year $79,670$62,473
X-24 Unsecured notes and loans payableStart of year $212,867$149,900
X-25 Other liabilitiesStart of year $0$7,848
X-26 Total liabilitiesStart of year $292,537$220,221
X-27 Net assets without donor restrictionsStart of year $446,005$487,296
X-28 Net assets with donor restrictionsStart of year $10,000$10,000
X-32 Total net assets or fund balancesStart of year $456,005$497,296
X-33 Total liabilities and net assetsStart of year $748,542$717,517
Part XI · Reconciliation of net assets $497,296 net assets at year end
XI-1 Total revenue$383,995
XI-2 Total expenses$338,066
XI-3 Revenue less expenses$45,929
XI-4 Net assets at start of year$456,005
XI-8 Prior period adjustments−$4,638
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$497,296

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

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