2025-11-17T10:38:10-06:00 2024-12-31 411489071 SMITH SCHAFER AND ASSOC LTD 2575 COMMERCE DRIVE NW SUITE 200 ROCHESTER MN 55901 990 2024-01-01 416052022 ZUMBRO VALLEY HEALTH CENTER INC ZUMB 5072892089 343 WOOD LAKE DR SE ROCHESTER MN 559046242 TRACY LEE CHIEF EXECUTIVE OFFICER 5072892089 2025-11-13 1 1 JASON P BOYNTON P00029979 5072883277 2025-11-13 2024 2025-03-06 01:10:19Z TRACY LEE 343 WOOD LAKE DR SE ROCHESTER MN 559046242 25861109 0 X WWW.ZVHC.ORG X 1966 MN PROMOTING HEALTHY MINDS, BODIES, AND COMMUNITIES WITH A PERSON-CENTERED INTEGRATED APPROACH. 15 15 307 20 0 0 181663 931750 23616129 24232105 360277 341832 357606 355422 24515675 25861109 0 0 0 0 18405616 18934386 0 0 0 7617460 6063492 26023076 24997878 -1507401 863231 28435472 28028639 9212204 7654133 19223268 20374506 X ZUMBRO VALLEY HEALTH CENTER IS PROMOTING HEALTHY MINDS, BODIES, AND COMMUNITIES WITH A PERSON-CENTERED, INTEGRATED APPROACH. 0 0 4718976 7147317 OUTPATIENT PSYCHOTHERAPY CLINIC: OUTPATIENT THERAPY SERVICES FOR CHILDREN, ADOLESCENTS AND ADULTS FROM ALL WALKS OF LIFE. ITS HIGHLY TRAINED CLINICAL STAFF BUILDS A TRUSTING AND POSITIVE CONNECTION TO HELP CLIENTS BETTER UNDERSTAND THEIR ISSUES. EACH INDIVIDUAL IS UNIQUE, AND OUR FOCUS IS TO RESTORE THE WHOLE - MENTAL, EMOTIONAL, SPIRITUAL - PERSON. 2403214 1396177 CASE MANAGEMENT SERVICES ASSIST INDIVIDUALS WITH SERIOUS AND PERSISTENT MENTAL ILLNESS TO ACCESS SERVICES TO LIVE A HEALTHY LIFE. STAFF CONNECT INDIVIDUALS WITH COMMUNITY RESOURCES THROUGH REFERRAL AND LINKAGE TO EDUCATIONAL, SOCIAL, MEDICAL AND VOCATIONAL SERVICES AMONG OTHERS. 2685213 3644716 ADULT REHABILITATION MENTAL HEALTH SERVICES (ARMHS): PROVIDES EDUCATIONAL SERVICES FOR ADULTS WITH A SEVERE MENTAL ILLNESS THAT HELP PARTICIPANTS LEARN BASIC ACTIVITIES OF DAILY LIVING, TECHNIQUES TO POSITIVELY STRUCTURE THEIR DAY, SOCIALIZATION TRAINING, HOW TO ESTABLISH DAILY GOALS AND LEARNING ABOUT MEDICATIONS. OUR TEAM PROVIDES SERVICES IN TWO WAYS: INDIVIDUAL SERVICES OR IN A CLASSROOM SETTING. SERVICES ARE PROVIDED BASED ON THE CLIENT'S INDIVIDUAL NEED. WE USE A VARIETY OF TEACHING METHODS THAT ASSIST CLIENTS IN LEARNING SKILLS RELATED TO THEIR NEEDS. 11685892 12399317 FILLMORE COMMUNITY SUPPORT, PRIMARY CARE, RECOVERY PROGRAMS, CASE MANAGEMENT, BEHAVIORAL HEALTH, INTENSIVE COMMUNITY REHAB SERVICES, ARMHS, CD PILOT, ON CALL CRISIS SERVICES, PSYCHIATRY, SOMALI GRANT, HOMELESS PROGRAM, AND HOUSING PROGRAM. 11685892 12399317 21493295 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 17 0 307 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X JOSEPH AHRENS 5075355717 343 WOODLAKE DRIVE SE ROCHESTER MN 559046242 JEAN VALERE DIRECTOR 1.00 X 0 0 0 MITCHEL LENTZ DIRECTOR 1.00 X 0 0 0 ERIC WOODFORD SECRETARY/TREASURER 1.00 X X 0 0 0 SAUL KISSIN DIRECTOR 1.00 X 0 0 0 RICHARD ANDERSON DIRECTOR 1.00 X 0 0 0 BYRON CLARK DIRECTOR 1.00 X 0 0 0 MARK BROWN BOARD CHAIR 1.00 X X 0 0 0 JANE JACOBS VICE CHAIR 1.00 X X 0 0 0 SUSAN KOLLING DIRECTOR 1.00 X 0 0 0 ELLEN ROLLIE DIRECTOR 1.00 X 0 0 0 DAVID ENGSTLER DIRECTOR 1.00 X 0 0 0 ANNE LIWONJO BOARD MEMBER 1.00 X 0 0 0 DEB HAGEN MOE BOARD MEMBER 1.00 X 0 0 0 BEN KING DIRECTOR 1.00 X 0 0 0 BERNEICE GLADSTONE DIRECTOR 1.00 X 0 0 0 TRACY LEE CHIEF EXECUTIVE OFFICER 40.00 X 195039 0 6331 JOE AHRENS CHIEF FINANCIAL OFFICER 40.00 X 81108 0 4278 HEATHER GEERTS DIRECTOR OF CLINICAL SVCS 40.00 X 141736 0 4625 TINA NUNAMACHER-TEWS COMMUNITY SUPPORT SERVICE 40.00 X 134862 0 22188 COREY KANZ CORRECTIONS AND REFERRAL D 40.00 X 126327 0 14419 KAVITA PRASAD MEDICAL DIRECTOR 40.00 X 141385 0 4625 ANA BARNES IRTS & MOBILE CRISIS DIRECTOR 40.00 X 116840 0 11671 BETH KREHBIEL RETIRED CHIEF EXECUTIVE OFFICER 40.00 X 173428 0 12054 CHAD VAN HOUTEN RESIGNED CHIEF FINANCIAL OFFICER 40.00 X 112096 0 2781 1222821 0 82972 8 1 1 0 0 790009 141741 931750 THIRD PARTY PAYORS 624100 21446696 21446696 FEES - GOVT AGENCIES 624100 1846417 1846417 MEDICAL ASSISTANCE 624100 938992 938992 24232105 341832 341832 ADMINISTRATIVE AND OTHER 561000 355422 355422 355422 25861109 24587527 0 341832 587115 510789 76326 14667123 12760650 1906473 213313 161562 51751 2323125 2181007 142118 1143710 996437 147273 10743 10743 48346 48346 18482 18482 526559 513897 12662 359719 24881 334838 1633129 1633101 28 240803 226968 13835 724332 724332 130444 130444 CONTRACT LABOR 1198599 645716 552883 JANITORIAL & REPAIRS 468520 468520 PROGRAM SUPPLIES 388116 388116 BUSINESS & PROF DEVELOP 169319 39114 130205 146381 87761 58620 24997878 21493295 3504583 0 X 1600 1750 6854423 6453616 3351042 3901245 386214 393820 17275355 5132724 12847272 12142631 4994921 5135577 28435472 28028639 2519497 1676881 335732 253353 2866603 2564649 3490372 3159250 9212204 7654133 X 19186736 20332113 36532 42393 19223268 20374506 28435472 28028639 863231 288007 0 X 0 1 X 1 0 X 257977 2584496 750176 181663 931750 4706062 19987978 20906377 21470760 23616129 24232105 110213349 20245955 23490873 22220936 23797792 25163855 114919411 0 0 0 114919411 63257 62853 94926 360277 341832 923145 63257 62853 94926 360277 341832 923145 408756 127072 432942 357288 355422 1681480 20717968 23680798 22748804 24515357 25861109 117524036 0.97780 0.98040 0.00790 0.00620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 677705 677705 8462243 3402726 5059517 3012426 316654 2695772 5122981 1413344 3709637 12142631 OPERATING LEASE LIABILITIES 3159250 3159250 26130634 288007 -18482 269525 25861109 0 25861109 24979396 0 24979396 18482 18482 24997878 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -18,482. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 18,482. X 0 0 0 0 0 0 0 0 0 TRACY LEE CHIEF EXECUTIVE OFFICER 195039 0 0 0 0 0 0 0 6331 0 201370 0 0 0 BETH KREHBIEL RETIRED CHIEF EXECUTIVE OFFICER 173428 0 0 0 0 0 0 0 12054 0 185482 0 0 0 TINA NUNAMACHER-TEWS COMMUNITY SUPPORT SERVICE 134862 0 0 0 0 0 0 0 22188 0 157050 0 0 0 CHAD VAN HOUTEN RESIGNED CHIEF FINANCIAL OFFICER 112096 0 0 0 0 0 0 0 2781 0 114877 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED WITH THE CHIEF EXECUTIVE OFFICER, THE EXECUTIVE COMMITTEE, AND THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEW IS A FORM 990 BRIEFING AND THEN THEY HAVE THE OPPORTUNITY TO GET ANY ANSWERS TO QUESTIONS THEY MAY HAVE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND LEADERSHIP TEAM ARE REQUIRED TO READ THE POLICY AND ANSWER THE QUESTIONS AT THE ANNUAL MEETING OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION OBTAINED MARKET DATA FROM SEVERAL SOURCES INCLUDING OTHER COMPARABLE AGENCIES, OTHER AGENCIES IN OUR AREA WITH LIKE POSITIONS, AND MARKET DATA FROM A NATIONAL COMPENSATION CONSULTING FIRM. THIS INFORMATION WAS COMPILED AND REVIEWED BY HUMAN RESOURCES IN CONJUNCTION WITH REPRESENTATIVES FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC EXCEPT UPON REQUEST.