2025-07-16T15:35:27-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2024-01-01 410736870 MANKATO REHABILITATION CENTER INC MANK 5073865600 1750 ENERGY DRIVE MANKATO MN 56001 PATRICK WESTHOFF CEO 5073865600 2025-07-07 1 0 KATHERINE LUTZKE CPA P01760889 5072802300 2025-07-07 2024 2025-03-06 01:10:19Z MANAGED RESOURCE CONNECTIONS INC PATRICK WESTHOFF 1750 ENERGY DRIVE MANKATO MN 56001 158871879 0 X MYMRCI.ORG X 1953 MN CREATING OPPORTUNITIES FOR PEOPLE WITH DISABILITES TO SUPPORT THEIR COMMUNITY PARTICIPATION. 11 11 7044 82 0 0 4051699 4194460 115919520 145994027 -149229 969827 -39138 478752 119782852 151637066 0 0 0 0 105003004 133392027 0 0 25871 13934325 15301807 118937329 148693834 845523 2943232 36565240 41900138 11296655 13696662 25268585 28203476 X CREATING INNOVATIVE AND GENUINE OPPORTUNITIES FOR PEOPLE WITH DISABILITES OR DISADVANTAGES TO SUPPORT THEIR COMMUNITY PARTICIPATION. 0 0 129086295 0 137311089 FISCAL INTERMEDIARY/EMPLOYER OF RECORD- MRCI WAS ONE OF THE FIRST AGENCIES IN MINNESOTA TO OFFER EMPLOYER OF RECORD/FISCAL INTERMEDIARY SERVICES AS A FISCAL SUPPORT ENTITY STARTING IN 1998 WITH THE ROBERT WOOD-JOHNSON FOUNDATIONS AND THE SELF-DETERMINATION GRANT. BEGINNING IN 2002 THE PROGRAM OF PERSONAL CARE ASSISTANCE (PCA) WAS OFFICIALLY STARTED, IN 2025 OVER 45,000 MINNESOTAN'S UTILIZE THIS PROGRAM. IN 2004, MRCI BECAME CERTIFIED BY THE DEPARTMENT OF HUMAN SERVICES AS A FISCAL SUPPORT ENTITY PROVIDING THE SERVICE OF CONSUMER DIRECTED COMMUNITY SUPPORTS (CDCS). IN 2010, MRCI RECEIVED CERTIFICATION FOLLOWING A READINESS REVIEW FOR VD-HCBS SERVICES. IN 2024, MRCI OFFERED VETERANS DIRECTED SERVICES WITHIN MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA AND IOWA. IN 2018, MRCI WAS GRANTED AN RFP FROM THE STATE OF MN TO CONTINUE PROVIDING FISCAL EMPLOYER AGENT SERVICES THROUGHOUT THE STATE AS A FINANCIAL MANAGEMENT SERVICE (FMS). THE FMS CONTRACT WAS RENEWED IN 2023 BETWEEN DHS AND MRCI.MRCI ALSO PROVIDES 245D LICENSED SERVICES INCLUDING INDIVIDUALIZED HOME SUPPORTS WITH AND WITHOUT TRAINING, RESPITE, NIGHT SUPERVISION, HOST HOME AND HOMEMAKER. MRCI WAS GRANTED A CONTRACT WITH THE DEPARTMENT OF HUMAN SERVICES (DHS) IN 2021 TO PROVIDE CONSULTATION SERVICES. CONSULTATION SERVICES ARE SIMILAR TO CASE MANAGEMENT AND SUPPORT PLANNING. BEGINNING IN FALL OF 2024, DHS BEGAN THE TRANSITION AWAY FROM PCA AND CONSUMER SUPPORT GRANT (CSG) TO THE NEW SERVICE OF COMMUNITY FIRST SERVICES AND SUPPORT (CFSS). AS A CONTRACTED FMS PROVIDER STARTING IN 2018, MRCI WAS ALREADY POSITIONED TO BE A CFSS SERVICE PROVIDER. MRCI SUPPORTED 3550 FAMILIES WERE SUPPORTED IN 2024. 2811146 0 2990259 DAY SERVICES - MRCI PROVIDES THE OPPORTUNITY TO GAIN SKILLS THAT PROMOTE COMMUNITY PARTICIPATION. WHILE RECEIVING QUALITY SUPPORT, PARTICIPANTS ARE OFFERED OPPORTUNITIES TO: LEARN AND APPLY ESSENTIAL LIFE SKILLS SUCH AS: SELF-ADVOCACY, INDEPENDENT LIVING, HEALTH AND WELLNESS, COMMUNITY SAFETY, AND SOCIAL SKILLS. DAY SERVICES MAY BE PROVIDED IN ONE (OR ALL) OF THE FOLLOWING WAYS:COMMUNITY BASED-DAY SERVICES PROVIDE THE OPPORTUNITY TO GAIN SKILLS THAT PROMOTE COMMUNITY PARTICIPATION. WHILE RECEIVING QUALITY SUPPORT, PARTICIPANTS ARE OFFERED OPPORTUNITIES TO: LEARN AND APPLY ESSENTIAL LIFE SKILLS SUCH AS: SELF-ADVOCACY, INDEPENDENT LIVING, HEALTH AND WELLNESS, COMMUNITY SAFETY, AND SOCIAL SKILLS. COMMUNITY-BASED DAY SERVICES STARTED IN 2021.REMOTE- REMOTE DAY SERVICES PROVIDES THE OPPORTUNITY TO GAIN SKILLS THAT PROMOTE COMMUNITY PARTICIPATION IN THE SAFETY OF A VIRTUAL ENVIRONMENT. WHILE RECEIVING QUALITY SUPPORT, PARTICIPANTS ARE OFFERED OPPORTUNITIES TO: LEARN AND APPLY ESSENTIAL LIFE SKILLS SUCH AS: SELF-ADVOCACY, INDEPENDENT LIVING, HEALTH AND WELLNESS, COMMUNITY SAFETY, AND SOCIAL SKILLS. A CALENDAR OF PERSON-CENTERED TOPICS FOR PERSONAL AND PROFESSIONAL GROWTH IS PROVIDED MONTHLY. REMOTE HOSTED MORE THAN 1205 SESSIONS IN 2024.EASE-EASE IS A PROGRAM FOR PEOPLE WITH DISABILITIES WHO ARE TYPICALLY 55 PLUS, SEEKING MEANINGFUL EXPERIENCES TO FILL THEIR DAY AS AN ALTERNATIVE TO WORK. OUR EXPERIENCED STAFF PROVIDE GUIDANCE AND SUPPORT WHILE CREATING AN ENJOYABLE, INDIVIDUALIZED PLAN FOR PARTICIPANTS TO ENHANCE COMMUNITY ACCESS AND IMPROVE THEIR SOCIAL SKILLS. 3936613 0 4187436 EMPLOYMENT SERVICES - MRCI OFFERS A VARIETY OF PERSON-CENTERED PROGRAMS TO ASSIST INDIVIDUALS IN FINDING AND KEEPING A JOB IN THEIR COMMUNITY. AT THE CORE OF THESE SERVICES IS THE DESIRE TO PROVIDE INDIVIDUALIZED SERVICES THAT MEET THE SPECIFIC NEEDS AND WISHES OF THE INDIVIDUAL. A RANGE OF PROGRAMS WITHIN TRANSITION SERVICES, PLACEMENT SERVICES AND LONG-TERM SUPPORT SERVICES ARE INCLUDED IN THE FULL MENU OF PROGRAMS TO SUPPORT THE INDIVIDUAL SUCCEED IN THEIR CAREER. 211 COMPETITIVE-PAID JOBS WERE PLACED IN 2024. 1132454 0 1204609 CONSULTATION SERVICES IS A PARTICIPANT'S FIRST STEP IN BEGINNING THE COMMUNITY FIRST SERVICES AND SUPPORTS (CFSS) PROGRAM. PARTICIPANTS WILL MEET WITH THEIR DESIGNATED MRCI REPRESENTATIVE TO DEVELOP A PERSON-CENTERED SERVICE DELIVERY PLAN. THE PURPOSE OF CONSULTATION SERVICES IS TO EDUCATE, WRITE THE SERVICE DELIVERY PLAN (IF REQUESTED), REVIEW THE SERVICE DELIVERY PLAN, AND PROVIDE ONGOING SUPPORT.MRCI IS PROUD TO OFFER BOTH CONSULTATION SERVICES AND CFSS. IN COMPLIANCE WITH REGULATIONS SET BY DHS, WE CAN ONLY PROVIDE ONE OF THESE SERVICES TO AN INDIVIDUAL. 387719 0 412423 COMMUNITY FIRST SERVICES AND SUPPORTS (CFSS) IS A MINNESOTA PROGRAM THAT WILL REPLACE PERSONAL CARE ASSISTANCE (PCA) AND THE CONSUMER SUPPORT GRANT (CSG) BEGINNING 10/01/2024. CFSS IS MEANT TO EXPAND PEOPLE'S CHOICES REGARDING HOW THEY RECEIVE THEIR SERVICES, INCLUDING WHO CAN PROVIDE SERVICES, ADDITIONAL SUPPORT FOR WRITING PLANS, MORE SELF-DIRECTION OPTIONS AND THE ABILITY TO PURCHASE GOODS TO AID A PERSON'S INDEPENDENCE.MRCI IS PROUD TO HAVE BEEN AWARDED THE CONTRACT FROM MN DHS TO PROVIDE FINANCIAL MANAGEMENT SERVICE (BUDGET MODEL) FOR CFSS PARTICIPANTS STATEWIDE. ANYONE USING CFSS MUST HAVE A FINANCIAL MANAGEMENT SERVICES PROVIDER AND/OR AGENCY LIKE MRCI. 1520173 0 1617032 137354227 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 285 0 1 7044 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MN X X JEFF CALL 5073865600 1750 ENERGY DRIVE MANKATO MN 56001 DAVE BORCHERT PRESIDENT 1.00 X X 0 0 0 MARK DEHEN VICE PRESIDENT 1.00 X X 0 0 0 VANCE STUEHRENBERG SECRETARY 1.00 X X 0 0 0 STEVEN ROHLFING TREASURER 1.00 X X 0 0 0 DUANE OLENIUS DIRECTOR 1.00 X 0 0 0 MARY JO MENDEN DIRECTOR 1.00 X 0 0 0 BILL MILLER DIRECTOR 1.00 X 0 0 0 ROBERT ROEPKE DIRECTOR 1.00 X 0 0 0 BRUCE ANDERSON DIRECTOR 1.00 X 0 0 0 JOE KREGER DIRECTOR 1.00 X 0 0 0 JAIME BLEESS DIRECTOR 1.00 X 0 0 0 PATRICK WESTHOFF CEO 40.00 X 195028 0 42832 TAMI REUTER CMO 40.00 X 167636 0 41512 JEFF CALL CFO 40.00 X 171733 0 12910 KAREN JOHNSON HR 40.00 X 112586 0 23181 JULIE LUX CSD ADMIN 40.00 X 110625 0 40339 MARCIA HIGHUM MFIP ADMIN 40.00 X 102644 0 11245 JANETTE HUGHES COMPLIANCE ADMIN 40.00 X 102644 0 37532 JESSIE BERRES SMITH CONTROLLER 40.00 X 101155 0 27067 1064051 0 236618 8 0 1 0 AB&B SERVICES LLC DAWN THORN 509 SEVERN WAY EAGAN MN 55123 CLIENT SUPPORT SERVICES 503775 ANNKISSAM LLC PO BOX 780292 PHILADELPHIA PA 19178 IT SERVICES 192234 CREATING POSSIBILITIES SUPPORT PLANNING 128 LONG ST MANKATO MN 56001 CLIENT SUPPORT SERVICES 134510 ABOVE & BEYOND ABILITIES LLC 4050 WELLS LAKE WAY FARIBAULT MN 55021 CLIENT SUPPORT SERVICES 105983 4 3998438 196022 4194460 CDS & OTHER FEES FOR SERVICE 624310 145930661 145930661 EMPLOYMENT SUPPORT 624310 63366 63366 145994027 721143 721143 80013 0 80013 80013 80013 7479382 4115 7234813 0 244569 4115 248684 248684 111789 0 111789 111789 MISCELLANEOUS INCOME 624310 286950 286950 286950 151637066 146105816 0 1336790 631641 613526 18073 42 124940899 118588122 6343957 8820 403665 150019 253113 533 2408105 944896 1463194 15 5007717 4500142 506834 741 6523 6523 72000 72000 2199 2199 41586 41586 12031481 11053929 977552 75971 31982 43072 917 511647 177483 334164 244229 190134 54095 37892 6222 31670 82501 65051 17450 749583 409881 339702 146313 53737 92576 EQUIPMENT LEASE AND MAI 467608 50468 417140 OTHER 287889 168494 105822 13573 CREDIT LOSS EXPENSE 252000 240000 12000 TELEPHONE 106647 47060 59587 185738 63081 121427 1230 148693834 137354227 11313736 25871 9716773 10002832 3324680 340795 10949642 14120937 7459 7758 447613 456902 7202413 3893907 3488101 3308506 6221309 11943072 0 1719336 2409663 0 36565240 41900138 8462744 13338098 178544 284943 2655367 73621 11296655 13696662 X 25268585 28203476 25268585 28203476 36565240 41900138 2943232 -8341 0 X 0 1 X 1 0 X 5923790 7649565 3990498 4051699 4194460 25810012 81860889 91943524 103315260 115919520 146105816 539145009 87784679 99593089 107305758 119971219 150300276 564955021 235 450 575 550 1810 0 235 450 575 550 1810 564953211 274379 103980 15617 55277 801156 1250409 274379 103980 15617 55277 801156 1250409 42623 39404 82027 286950 286950 88101681 99736473 107321375 120026496 151388382 566574407 0.99710 0.99820 0.00220 0.00160 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2024 AMOUNT: $ 286,950. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 178544 106399 284943 1 X 201074 201074 4210987 1279311 2931676 527043 493016 34027 1585145 1518632 66513 678164 602948 75216 3308506 DEFERRED COMPENSATION 73621 73621 X 151587139 -8341 -8341 151595480 41586 41586 151637066 148652248 0 148652248 41586 41586 148693834 PART IV, LINE 2B: THE ORGANIZATION HOLDS ACCOUNTS AS A CONVENIENCE FOR THEIR CONSUMERS. THESE BALANCES ARE AVAILABLE ON DEMAND. PART X, LINE 2: MANKATO REHABILITATION CENTER, INC IS ORGANIZED AS A MINNESOTA NONPROFIT AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). X X 0 0 0 0 0 0 0 0 0 PATRICK WESTHOFF CEO 195028 0 0 0 0 0 9597 0 33235 0 237860 0 0 0 TAMI REUTER CMO 167636 0 0 0 0 0 11880 0 29632 0 209148 0 0 0 JEFF CALL CFO 171733 0 0 0 0 0 0 0 12910 0 184643 0 0 0 JULIE LUX CSD ADMIN 110625 0 0 0 0 0 6828 0 33511 0 150964 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND CFO REVIEW THE 990, THEN BRINGS THE RETURN TO THE FINANCE COMMITTEE AND BOARD MEETING FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY STAFF AND BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST INQUIRY. EMPLOYEES ARE EXPECTED TO AVOID ANY SITUATION WHICH INVOLVES OR MAY INVOLVE A CONFLICT BETWEEN THEIR PERSONAL INTEREST AND MRCI'S INTEREST. IN ALL DEALINGS WITH CUSTOMERS, COMPETITORS, VENDORS, OR ANY BUSINESS CONTRACT, EMPLOYEES ARE EXPECTED TO ACT IN THE BEST INTEREST OF MRCI. EMPLOYEES ARE EXPECTED TO DISCLOSE TO THEIR SUPERVISORS ANY POTENTIAL SITUATION WHICH MAY INVOVLE A CONFLICT OF INTEREST. BOARD MEMBERS WITH A CONFLICT ARE NOT ALLOWED TO VOTE ON ISSUES OF CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE CEO. USING COMPENSATION DATA FROM SIMILAR NON-PROFIT ORGANIZATIONS, THE COMMITTEE DETERMINES THE AMOUNT OF COMPENSATION. THE BOARD OF DIRECTORS REVIEWS THE RECOMMENDATION OF THE PERSONNEL COMMITTEE AND MAKES THE DECISION TO APPROVE OR DISAPPROVE THE COMPENSATION. THE DECISION IS DOCUMENTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND THE 990 IS AVAILABLE ON THE GUIDESTAR WEBSITE.