2025-05-15T13:42:09-05:00 2024-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2023-07-01 237224698 Imagine the Possibilities IMAG 5636525252 1710 E Maple Street Maquoketa IA 52060 Todd Seifert CEO 5636525252 2025-05-12 1 1 Mayumi Stella P00970938 6122536500 2025-05-12 2023 2025-03-06 01:10:19Z Todd Seifert 1710 E Maple Street Maquoketa IA 52060 67612913 0 X www.imagineia.org X 1973 IA Provide services to children and adults with intellectual disabilities. 12 11 1306 25 0 0 1560213 3053199 53680063 62794762 249054 1143645 698133 8801 56187463 67000407 16120 15153 0 0 39643429 49520117 0 0 0 6680165 9032579 46339714 58567849 9847749 8432558 41232681 62409236 7211236 8272804 34021445 54136432 X Empower people to reach individual achievement across the spectrum of life. 1 0 33872627 15153 55872159 Imagine the Possibilities, Inc. is a nonprofit charitable organization that provides services to individuals with Intellectual Disabilities and Cognitive/Mental Health diagnosis who require support to live in their community of choice. The services offered include:HCBS (Home & Community Based Services) Home and Community Based services are a Medicaid program designed to assist both children and adults with disabilities to live in and become vital members of their communities. This program allows individuals with disabilities to precisely receive the services they need to enable them to live in a setting of their choice and be as independent as possible. (Statement continued on Schedule O)Home and Community Based Services are provided in local communities and can be provided in the home in which the individual resides on a daily or hourly basis, based on individual assessed need tiered rates. Habilitation Services is a program to provide Home and Community-Based Services (HCBS) for individuals with functional impairments typically associated with chronic mental illnesses. Respite Care Respite services provide temporary relief to the usual caregivers and provide all the necessary care that the usual caregiver would provide during that period. The purpose of Respite Care is to enable individuals to remain in their current living situation. RCF (Residential Care Facility) RCF services include daily support, supervision, and care for individuals with diagnoses of intellectual and other developmental disabilities as well as those with mental illness. Individuals with a secondary diagnosis of substance abuse may also be served. Long term and transition care and training are provided, depending on each person's unique needs and abilities. Services may include training in activities of daily living skills, recreational services, behavior therapy, support services, community awareness, and transportation services. 3480571 4224621 Crisis Stabilization ServicesThe Crisis and Transition Services program is a community-based service setting with individualized supportive services for mentally ill and dual diagnosed intellectually disabled adults. Services are voluntary and target individuals seeking support to resolve mental health crisis. Our services may include, but are not limited to assistance in accessing referral programs, service providers, medical care, and appropriate treatment programs; personal support services and assistance in meeting basic human needs; medication support and monitoring; housing and living arrangements; crisis intervention; social rehabilitation; peer support; social skills, leisure time education, (Statement continued on Schedule O)and vocational rehabilitation; family and community support, assistance and education; protection and advocacy; service coordination, transportation; access to religious activities and services.Day Habilitation ServicesDay Habilitation Services provide assistance and support to the individual in developing or maintaining life skills and achieving community integration and inclusion. Services enhance the individual's intellectual functioning, physical and emotional health and development, language and communication development, cognitive functioning, socialization, community integration, functional skill development, behavior management, responsibility, self-direction, daily living activities, self-advocacy skills or mobility.Drop-in Program Drop-in services provide a safe and supportive environment for adults with disabilities. Opportunities are offered to increase social, communication, and recreational skills. The environment is relaxed with minimal structure. Activities may include games, special guests or speakers, and community events. Participants assist with menu planning and preparation of the evening meal as well as keeping the centers clean. 2578998 2483397 Employment Services Employment services are designed to offer supported employment opportunities to individuals who have the desire to work in an integrated work setting. Programs include Community Employment Small Group Services (Enclaves), Supported Employment, Selective Placement and Supported Competitive Employment. Community Employment is designed for individuals to work in community businesses. Individuals must have the necessary work skills to perform a variety of work tasks with minimal supervision. They must be able to adapt to changes in work tasks, work routines, and work environments. (Statement continued on Schedule O)Enclave opportunities develop skills to enable individuals to work toward supported and/or community integrated employment.Supported Employment allows individuals the opportunity to work individually in an integrated community business and earn minimum wage or higher. Workers need to demonstrate work and social skills, as well as problem solving to meet the standards required by the employer. Long term job coaching may be a part of this service. Job Development services offer individuals the opportunity to develop resumes, complete employment applications, and prepare for job interviews with a goal to find employment in the community. Career Exploration includes training which may include informal interviews, job tours, job shadowing and community/business research to assist an individual to determine what they are interested in. Career Exploration is strongly influenced by what a person has previously experienced in life. A good career planning process involves providing real opportunities to enable potential workers to make a more informed choice concerning their preference in community employment. Project Search is an employment internship program for students who have completed their 4th year of high school and want to continue with work experience through this program for the 5th year of schooling. Project Search, which is held at Mercy Medical Center in Clinton, Iowa and St. Ambrose University in Davenport, Iowa. Iowa Vocational Rehab Services (IVRS) provides funds for job development services while attending the Project Search Program Individual Placement and Support (IPS) services support individuals with mental health conditions to find and maintain competitive jobs that match their preferences. IPS is individualized, focuses on a person's strengths, and uses a multidisciplinary approach involving the individual's mental health team. The concept that work promotes wellness and recovery is at the core of IPS services. No one is excluded from receiving IPS services based on readiness, diagnoses, symptoms, substance use history, psychiatric hospitalizations, homelessness, level of disability, or legal system involvement. 476952 214585 Imagine also provides a few services to improve and support the quality of lives for the individuals we serve. They include:Trust Accounts/Representative Payee Services Payee services provide support to individuals to steward their money wisely, manage their incomes and expenses and to develop financial management skills necessary for independent living. We also aim to teach and assist individuals in developing budgets and finding ways to meet their tangible needs. Our Representative Payee services follow the Social Security Administration guidelines for duties of a Representative Payee including: Paying for food, shelter, utilities, and personal needs. Monitoring personal accounts for resource limitations. Filing required reports and supporting documentation to the Social Security Administration. Advocating for beneficiaries to protect, maintain, or reinstate benefits through waiver appeal to the Social Security Administration. Approved to provide Fiduciary Services to United States Veterans. Submit yearly reports to the Social Security Administration and, if required, quarterly reports to individuals-served and/or family members. Required to submit to tri-annual Social Security audits. Transportation Transportation within the individual's home community such as to and from work or a day program, for business errands, essential shopping, social or civic activities, and appointments. 476952 214585 40409148 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 64 0 1 1306 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X Jeff Morris 5636525252 1710 E Maple Street Maquoketa IA 52060 Jess Smith Chairperson 1.00 X X 0 0 0 Beth Schutterle Vice Chairperson 1.00 X X 0 0 0 Liz DeJoode Secretary 1.00 X X 0 0 0 John Franzen Treasurer 1.00 X X 0 0 0 Michael Ruden Director 1.00 X 0 0 0 Brad Deery Director 1.00 X 0 0 0 John Theisen Director 1.00 X 0 0 0 Scot Wilkins Director 1.00 X 0 0 0 Jayne Templeton Director 1.00 X 0 0 0 Ruth Skeens Director (as of Nov '24) 1.00 X 0 0 0 Rex Troute Director (as of Nov '24) 1.00 X 0 0 0 Matt Shinn Director (as of Nov '24) 1.00 X 0 0 0 Todd Seifert CEO 40.00 X 386618 0 27166 Wendy Malone President 40.00 X 364414 0 37059 Megan Simmons CFO 40.00 X 268713 0 25211 Tiffany Marlette COO 40.00 X 287569 0 9097 Jeffrey Morris CAO 40.00 X 231800 0 27551 Michelle Phillis CQO 40.00 X 177051 0 7582 Bryan Main VP of Operations 40.00 X 104266 0 28197 Susan Ruchotzke Regional Executive Director 40.00 X 126467 0 7342 Kimberly Kuhn Regional Executive Director 40.00 X 105198 0 3096 Regina Shafer Regional Executive Director 40.00 X 113901 0 12763 2165997 0 185064 10 0 1 0 0 37070 24705 2133699 857725 3053199 Home Community Based Services 623990 50126878 50126878 Supportive Services 623990 5462567 5462567 Residential Care Facility Revenue 623990 2850526 2850526 Rental Income 900099 2045597 2045597 Intermediate Care Facility 623990 824627 824627 1484567 1484567 62794762 671335 671335 1077407 605097 472310 472310 472310 16210 24705 7409 8801 8801 67000407 62794762 0 1152446 15153 15153 1801001 1801001 39181039 28506417 10674622 877298 568539 308759 4531960 3739150 792810 3128819 2233947 894872 3792 3792 284243 284243 16000 16000 478329 39358 438971 983353 610986 372367 580971 114095 466876 1809058 1342485 466573 1282905 880985 401920 124893 19273 105620 37339 15431 21908 1443896 930322 513574 483814 413648 70166 Repairs & Maintenance 459298 357702 101596 Bad Debt Expense 440854 351679 89175 Recruitment & Retention 166898 32227 134671 Food 135680 128538 7142 301256 93213 208043 58567849 40409148 18158701 0 4400 7825 21587525 29185160 4687231 7657624 396529 237743 34076677 13968777 10968585 20107900 2178852 3486668 1409559 1726316 41232681 62409236 3289489 4525318 1283426 654280 771932 797985 623959 897553 1242430 1397668 7211236 8272804 X 33990060 54016590 31385 119842 34021445 54136432 41232681 62409236 X 8432558 340400 11342029 X 0 1 X 0 0 X 334021 2514056 1583133 1560213 3053199 9044622 43828018 49103137 52277560 53680063 62794762 261683540 44162039 51617193 53860693 55240276 65847961 270728162 0 0 0 270728162 21070 16474 31383 264222 671335 1004484 21070 16474 31383 264222 671335 1004484 4733 10798 14463 11435 8801 50230 44187842 51644465 53906539 55515933 66528097 271782876 0.99610 0.99830 0.00370 0.00150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 0 0 1 16000 16000 0 Part II-B, Line 1: Lobbying expenses are a monthly recurring retainer to Dentons Davis Brown PC. The lobbyist advocates for Imagine the Possibilities and other similar agencies related to Human Services. 0 1 X 2308739 2308739 23423344 8568292 14855052 8344594 5400485 2944109 20107900 Due to third party payors 176760 Finance lease liabilities 333590 Operating lease liabilities 887318 1397668 X 67349215 340400 999 341399 67007816 -7409 -7409 67000407 58575258 7409 7409 58567849 0 58567849 Part IV, Line 2b: The Organization holds security deposits for the tenants of the apartments. These funds are included in prepaid expenses and other assets on the statement of financial position. Security deposits totaled $22,519 and $27,464 at June 30, 2023 and 2022. The Organization is the custodian of funds held on the behalf of residents of the licensed longterm care facilities. As of June 30, 2023 and 2022, these funds amounted to $771,932 and $766,898. These funds are reported in the statement of financial position as an asset and corresponding liability. Part X, Line 2: The Organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Part XI, Line 2d - Other Adjustments: Change in value of beneficial interests reported in revenue for financials 999. Part XI, Line 4b - Other Adjustments: Fundraising Expense included in revenue for Form 990 -7,409. Part XII, Line 2d - Other Adjustments: Fundraising Expense included in revenue for Form 990 7,409. Golf Tournament 40915 24705 16210 7409 40915 24705 16210 7409 7409 8801 1 Outreach program providing assistance to individuals 43 15153 Part I, Line 2: The outreach program provides assistance to individuals to provide funds for entry fees on outings, rental deposits to move on their own, and money for household supplies. Individuals must apply for assistance and are clients of the organization. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Todd Seifert CEO 386180 0 0 0 438 0 8621 0 18910 0 414149 0 0 0 Wendy Malone President 363851 0 0 0 563 0 9609 0 27815 0 401838 0 0 0 Tiffany Marlette COO 286630 0 0 0 939 0 9097 0 365 0 297031 0 0 0 Megan Simmons CFO 268225 0 0 0 488 0 9968 0 15608 0 294289 0 0 0 Jeffrey Morris CAO 231212 0 0 0 588 0 9006 0 18910 0 259716 0 0 0 Michelle Phillis CQO 176483 0 250 0 318 0 6832 0 1115 0 184998 0 0 0 Part I, Line 1a Gross up wages for a bonus given to Todd Seifert, Jeff Morris, Wendy Malone, Tiffany Higgins, Michelle Phillis, and Megan Simmons included in taxable income Brad Deery Motors Owner Brad Deery is board member 426769 Purchase of vans 0 Form 990, Part III, line 2 The Organization acquired Hope Haven Area Development Center Corporation, Inc. of Burlington, Iowa (Hope Haven), a nonprofit, charitable organization with a mission similar to that of the Organization's, to serve individuals with intellectual, physical and developmental disabilities through the HCBS program and other services, effective November 18, 2023. Hope Haven operated as an Iowa nonprofit organization and was exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code. Form 990, Part VI, Section A, line 8b The Organization does not have committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b The 990 will be made available to all board members prior to filing. All questions will be resolved and the board will take action to approve or reject the submission of form 990. Form 990, Part VI, Section B, line 12c Each director, officer and member of the committee with governing board-designated powers must annually sign a statement attesting to the fact that he/she has received a copy of the conflict of interest policy and has read and understands the policy. The Compliance and Privacy Officer, in consultation with the Executive Team, and the Corporate Compliance and HIPAA Consultant reviews any potential conflicts. Any board member having a duality of interest or possible conflict of interest on any matter shall not vote or use his/her personal influence on the matter. Such director is counted in determining the quorum for the meeting. The minutes of the meeting reflects that a disclosure was made as well as the abstention from voting. Form 990, Part VI, Section B, line 15 The Board of Directors reviews and determines compensation for the CEO, officers, and key employees, relying upon appropriate comparability data, and documenting decisions in contemporaneous minutes. A firm was engaged in FY2024 to conduct a competitive review of the total compensation program for the leadership team and review the exectuive compensaiton governance practices. This was completed in FY2025. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy and financial statements are not available to the public however information pertaining to these can be found in the public disclosure copy of the Form 990. Form 990, Part XI, line 9: Change in value of beneficial interest in assets held by others 999. Acquisition of Hope Haven 11,341,030.