The agency is a community based regional rehabilitation center providing services to the disabled. They provide a broad range of services to persons with disabilities with major efforts concentrated on vocational (employment) and residential options, as well as personal support services. Facilities are located in saline, mitchell, dickinson and cloud county, kansas.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$1.1M 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
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 $1.7M 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
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
$1.1M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $4.9M in investments, Pt X · Ln 11–13
Fine: 1.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $110K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3.4M
17% of total assets
Looks good: liabilities are 17% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$29.0M
+16% vs prior year
Spent
$27.2M
To programs
79%
Net assets
$16.6M
By yearFY2020–FY2024
Revenue
$29.0M
FY2024▲ +16%
Tap a bar for its year
Revenue by fiscal year
FY2020$18.5M
FY2021$24.4M
FY2022$22.8M
FY2023$25.0M
FY2024$29.0M
Expenses
$27.2M
FY2024▲ +12%
Tap a bar for its year
Expenses by fiscal year
FY2020$17.8M
FY2021$19.6M
FY2022$22.2M
FY2023$24.1M
FY2024$27.2M
Net assets
$16.6M
FY2024▲ +14%
Tap a bar for its year
Net assets by fiscal year
FY2020$8.3M
FY2021$13.2M
FY2022$13.8M
FY2023$14.5M
FY2024$16.6M

From the FY2024 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: FY2024. IRS ruling in May 2002.

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% · $21.3M Management & general 21% · $5.8M

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; $1.1M paid to officers and key staff.

Part VII, Section A · reportable compensation
Vice President
$286,673Pt VII · Sec A
$281,459Pt VII · Sec A
VP of Communications and E
$187,937Pt VII · Sec A
Vice President of Rural Se
$173,204Pt VII · Sec A
Direct Support Professiona
$155,260Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Patrick Wallerius’s $287K as Vice President is at the 59th percentile of top reported officer pay among 746 $10–100M mental health 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 · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Patrick Wallerius$286,673$271,780$248,545$231,915$210,204
Shelia Nelson-Stout$281,459$276,696$258,107$233,998$216,128
Susan Sprague$187,937$175,834$158,694$150,349$130,100
Kendra Krier$173,204$150,662$124,095$102,341—
Mieke C Hoeffner$155,260$143,393———
Traci Patrick———$121,776$103,701
Zachary Sipple——$107,828——
Deanna Lamer———$100,695—

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

Provides vocational, residential, and personal support services to disabled individuals in Kansas.

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2 programs · $21.3M · in their own filed words · FY2024
01

Residential services provide support and training for most independent living needs and encourages the use of services that are already available in the community. Occk, inc. Provides or coordinates living arrangements for persons with mental and physical disabilities.

$15.5Mprogram expense
02

Occk, inc. Provides transportation for those persons with a mental or physical disability in the nine-county area. In addition, it provides transportation for the general public. A total of 347,449 rides were provided in the year 2024.

$5.8Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$110K
Grants paid · 2 grants · $50K · 2020–2022
Access Foundation of KansasKS · FY2022$30,000
Access Foundation of KansasKS · FY2020$20,000

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$29.0M
Ln 12
Fees for servicesLn 2g$20.2M
Gifts and grantsLn 1h$8.1M
Other incomeLn 4–11$602K
Money outPt IX
$27.2M
Ln 25
Programscol B$21.3M
Managementcol C$5.8M
Owns and owesPt X
$16.6M
net assets · Ln 32
Cash and savingsLn 1–2$4.0M
Total assetsLn 16$20.0M
LiabilitiesLn 26$3.4M
PeoplePt VI, VII
13
listed · VII A
PaidVII A5
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.1M
Government grantsLn 1e$7.7M
Fees for servicesLn 2g$20.2M
Investment incomeLn 3$102K
Other incomeLn 4–11$602K
Gains on assetsLn 7$34K
Total revenueLn 12$29.0M
Assets in detailPt X, end of year
SavingsLn 2$4.0M
Cash and savings togetherLn 1–2$4.0M
InvestmentsLn 11–13$4.9M
Land, buildings, equipmentLn 10c$6.6M
Other assetsLn 15$0
Total assetsLn 16$20.0M
LiabilitiesLn 26$3.4M
Net assetsLn 32$16.6M
OperationsPt I, VI
EmployeesI 5516
VolunteersI 60
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$3.7M$4.0M
InvestmentsLn 11–13$5.2M$4.9M
Land, buildings, equipmentLn 10c$5.0M$6.6M
Total assetsLn 16$17.4M$20.0M
LiabilitiesLn 26$2.9M$3.4M
Net assetsLn 32$14.5M$16.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1.1M$1.1M
Other salaries and wagesLn 7$14.4M$13.1M$1.3M
Pension plan contributionsLn 8$1.3M$1.1M$209K
Other employee benefitsLn 9$1.6M$318K$1.3M
Payroll taxesLn 10$1.2M$1.0M$162K
Other fees for servicesLn 11g$171K$171K
Advertising and promotionLn 12$603K$460K$143K
Office expensesLn 13$453K$420K$33K
Information technologyLn 14$124K$67K$57K
OccupancyLn 16$865K$402K$463K
TravelLn 17$129K$60K$68K
Depreciation, depletion and amortizationLn 22$896K$486K$410K
InsuranceLn 23$404K$289K$115K
Other expenses (24a–d)Ln 24$3.1M$2.0M$1.1M
All other expensesLn 24e$863K$1.6M−$758K
Total functional expensesLn 25$27.2M$21.3M$5.8M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $29.0M$27.2M$1.8M$16.6M 990 PDF
FY2023 $25.0M$24.1M$845K$14.5M 990 PDF
FY2022 $22.8M$22.2M$528K$13.8M 990 PDF
FY2021 $24.4M$19.6M$4.8M$13.2M 990 PDF
FY2020 $18.5M$17.8M$624K$8.3M 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 J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $28,997,546 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,290,130$8,060,908
I-9 Program service revenuePrior year $18,757,281$20,232,141
I-10 Investment incomePrior year $128,322$102,005
I-11 Other revenuePrior year $809,550$602,492
I-12 Total revenuePrior year $24,985,283$28,997,546
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 $17,203,486$19,580,318
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,936,483$7,574,507
I-18 Total expensesPrior year $24,139,969$27,154,825
I-19 Revenue less expensesPrior year $845,314$1,842,721
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $28,997,546 across 9 lines filed
Lines not itemized here account for $79,428 of total revenue; see the IRS return.
VIII-1d Related organizations$103,560
VIII-1e Government grants$7,670,379
VIII-1f All other contributions, gifts and grants$286,969
VIII-1h Total contributions, gifts and grants$8,060,908
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $20,154,293$20,154,293
VIII-3 Investment incomeExcluded from tax $67,670$67,670
VIII-7 Net gain or loss on sales of assetsRelated to mission $34,335$34,335
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $600,912$600,912
VIII-12 Total revenueRelated to mission $20,868,968 · Unrelated business $0 · Excluded from tax $67,670$28,997,546
Part IX · Statement of functional expenses $27,154,825 across 15 lines filed
IX-5 Pay of current officers, directors and key staffManagement $1,084,533$1,084,533
IX-7 Other salaries and wagesPrograms $13,080,465 · Management $1,309,956$14,390,421
IX-8 Pension plan contributionsPrograms $1,140,715 · Management $208,817$1,349,532
IX-9 Other employee benefitsPrograms $318,260 · Management $1,264,668$1,582,928
IX-10 Payroll taxesPrograms $1,010,536 · Management $162,368$1,172,904
IX-11g Other fees for servicesManagement $170,523$170,523
IX-12 Advertising and promotionPrograms $460,002 · Management $142,664$602,666
IX-13 Office expensesPrograms $420,089 · Management $33,210$453,299
IX-14 Information technologyPrograms $67,180 · Management $56,863$124,043
IX-16 OccupancyPrograms $402,160 · Management $462,602$864,762
IX-17 TravelPrograms $60,456 · Management $68,389$128,845
IX-22 Depreciation, depletion and amortizationPrograms $486,289 · Management $409,900$896,189
IX-23 InsurancePrograms $289,118 · Management $114,933$404,051
IX-24 Other expenses (24a–d)Programs $1,980,390 · Management $1,086,467$3,066,857
IX-24e All other expensesPrograms $1,621,602 · Management −$758,330$863,272
IX-25 Total functional expensesPrograms $21,337,262 · Management $5,817,563 · Fundraising $0$27,154,825
Part X · Balance sheet $19,990,422 assets, 17 lines filed
X-2 Savings and temporary cash investmentsStart of year $3,716,837$3,967,179
X-3 Pledges and grants receivableStart of year $994,619$1,578,714
X-4 Accounts receivableStart of year $2,445,749$2,713,066
X-9 Prepaid expenses and deferred chargesStart of year $135,732$164,387
X-10c Land, buildings and equipment, netStart of year $4,960,949$6,644,495
X-11 Publicly traded securitiesStart of year $4,678,023$4,385,871
X-12 Other securitiesStart of year $479,312$536,710
X-15 Other assetsStart of year $20,000$0
X-16 Total assetsStart of year $17,431,221$19,990,422
X-17 Accounts payable and accrued expensesStart of year $2,007,649$2,523,509
X-19 Deferred revenueStart of year $489,694$414,717
X-25 Other liabilitiesStart of year $383,960$447,658
X-26 Total liabilitiesStart of year $2,881,303$3,385,884
X-27 Net assets without donor restrictionsStart of year $14,113,045$16,149,943
X-28 Net assets with donor restrictionsStart of year $436,873$454,595
X-32 Total net assets or fund balancesStart of year $14,549,918$16,604,538
X-33 Total liabilities and net assetsStart of year $17,431,221$19,990,422
Part XI · Reconciliation of net assets $16,604,538 net assets at year end
XI-1 Total revenue$28,997,546
XI-2 Total expenses$27,154,825
XI-3 Revenue less expenses$1,842,721
XI-4 Net assets at start of year$14,549,918
XI-5 Net unrealized gains (losses) on investments$211,899
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$16,604,538

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

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