2025-11-17T10:53:39-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-01-01 202014073 CONSUMER CHOICE SERVICES INC CONS 9529353515 12600 WHITEWATER DRIVE 100 MINNETONKA MN 55343 JOHN DAHM CHIEF EXECUTIVE OFFICER 9529353515 2025-11-13 1 1 KRISTEN DONLEVY P01670215 4144761880 2025-11-11 2024 2025-03-06 01:10:19Z JOHN DAHM 12600 WHITEWATER DRIVE 100 MINNETONKA MN 55343 236822189 0 X ACCRACARE.ORG X 2004 MN TO IMPROVE LIVES BY PROVIDING INDIVIDUALIZED HOME CARE SERVICES & SUPPORT TO PEOPLE LIVING AT HOME 7 0 9585 0 0 0 0 0 188381195 236821515 481 194 0 480 188381676 236822189 0 0 0 0 160941054 206263984 0 0 0 25161188 27969407 186102242 234233391 2279434 2588798 21614543 33165673 11423709 20358262 10190834 12807411 PROVIDING SERVICES AND SUPPORTS TO PEOPLE WITH DISABILITIES AND OLDER ADULTS LIVING AT HOME IN THEIR COMMUNITY. 0 0 234233391 236821515 PROVIDING SERVICES AND SUPPORTS TO PEOPLE WITH DISABILITIES AND OLDER ADULTS LIVING AT HOME IN THEIR COMMUNITY. 234233391 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 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 1 1 1 0 0 1 605 0 1 9585 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X CHAD DERNER 9523651361 12600 WHITEWATER DRIVE 100 MINNETONKA MN 55343 JOHN DAHM CHIEF EXECUTIVE OFFICER 10.00 30.00 X X 0 664868 0 MARK HESTON CHAIR 0.30 1.50 X X 0 7500 0 STEVE SUCKOW VICE CHAIR 0.10 0.50 X X 0 5000 0 MONICA THEISEN TREASURER 0.10 0.50 X X 0 6600 0 ROBIN BROWN BOARD MEMBER 0.10 0.50 X 0 5000 0 BONNIE HAYS BOARD MEMBER 0.10 0.50 X 0 5000 0 MIKE HOLTZ BOARD MEMBER 0.10 0.50 X 0 5000 0 CHRISTIANA FINNERN BOARD MEMBER 0.10 0.50 X 0 5000 0 CHAD DERNER CHIEF FINANCIAL OFFICER (SEPT 2024) 10.00 30.00 X 0 70375 0 LEANN FRETTE CHIEF SOLUTIONS OFFICER 10.00 30.00 X 0 255000 0 SUSAN MORGAN CHIEF OPERATIONS OFFICER 10.00 30.00 X 0 177691 0 TIMOTHY JONES CHIEF TECHNOLOGY OFFICER 18.00 22.00 X 0 178126 0 DAVID HANCOX CHIEF ORGANIZATION OFFICER 10.00 30.00 X 0 196002 0 AMY HILSGEN CHIEF HR OFFICER 10.00 30.00 X 0 186483 0 KRISTI MORTENSEN CDCS WORKER 40.00 0.00 X 156885 0 0 ELIZABETH CONNOR CDCS WORKER 40.00 0.00 X 134451 0 0 AMY MURRAY CDCS WORKER 40.00 0.00 X 132422 0 0 SUSAN FORT CDCS WORKER 40.00 0.00 X 118715 0 0 MARQUETTA SILVA CDCS WORKER 40.00 0.00 X 118499 0 0 660972 1767645 0 12 0 1 0 AB&B SERVICES LLC 509 SEVERN WAY EAGAN MN 55123 SUPPORT PLANNER 951062 RISE HABILIATION SERVICES 6499 UNIVERSITY AVENUE NE SUITE 20 FRIDLEY MN 55432 EMPLOYMENT SUPPORT SERVICES 252963 ABCA SP SERVICES 10555 E MENDOZA AVE MESA AZ 85209 SUPPORT PLANNER 216792 FLEX-PAC INC 1202 CHERRYWOOD DR NE NEW PRAGUE MN 56071 HOME CARE 208568 ACHIEVE SERVICES INC 1201 89TH AVE NE SUT 105 BLAINE MN 55434 DAY PROGRAM 203337 13 SERVICE FEE REVENUE 621610 236821515 236821515 236821515 194 194 MISCELLANEOUS INCOME 900099 480 480 480 236822189 236821515 0 674 196330445 196330445 6408272 6408272 3525267 3525267 6633106 6633106 25 25 20860362 20860362 17138 17138 2000 2000 BAD DEBT EXPENSE 454216 454216 MISCELLANEOUS EXPENSE 2509 2509 DUES AND MEMBERSHIPS 51 51 234233391 234233391 0 0 16106704 26094763 207598 151060 5300241 6919850 21614543 33165673 11423709 20358262 11423709 20358262 X 10190834 12807411 10190834 12807411 21614543 33165673 2588798 27779 0 X 0 1 X 1 0 X 136006 136006 130937016 157680476 172773771 188381195 236821515 886593973 130937016 157680476 172909777 188381195 236821515 886729979 0 0 0 886729979 2359 3203 3408 429 194 9593 2359 3203 3408 429 194 9593 480 480 130939375 157683679 172913185 188381624 236822189 886740052 1.00000 1.00000 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2024 AMOUNT: $ 480. 0 INTERCOMPANY ACCOUNT RECEIVABLE 6919850 6919850 X PART X, LINE 2: THE ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATIONS ARE SUBJECT TO TAX ON INCOME UNRELATED TO THE ORGANIZATIONS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. IN ADDITION, THE ORGANIZATIONS HAVE BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE PRIVATE FOUNDATIONS WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. THERE WAS NO UNRELATED BUSINESS INCOME TAX FOR 2024 AND 2023. THE ORGANIZATIONS FILE U.S. FEDERAL AND MINNESOTA INFORMATION RETURNS. THE ORGANIZATIONS ARE NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2021. MANAGEMENT BELIEVES THAT THE ORGANIZATIONS' INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. 0 1 0 0 0 0 0 0 0 JOHN DAHM CHIEF EXECUTIVE OFFICER 0 664868 0 0 0 0 0 0 0 0 0 664868 0 0 LEANN FRETTE CHIEF SOLUTIONS OFFICER 0 255000 0 0 0 0 0 0 0 0 0 255000 0 0 DAVID HANCOX CHIEF ORGANIZATION OFFICER 0 196002 0 0 0 0 0 0 0 0 0 196002 0 0 AMY HILSGEN CHIEF HR OFFICER 0 186483 0 0 0 0 0 0 0 0 0 186483 0 0 TIMOTHY JONES CHIEF TECHNOLOGY OFFICER 0 178126 0 0 0 0 0 0 0 0 0 178126 0 0 SUSAN MORGAN CHIEF OPERATIONS OFFICER 0 177691 0 0 0 0 0 0 0 0 0 177691 0 0 KRISTI MORTENSEN CDCS WORKER 156885 0 0 0 0 0 0 0 0 0 156885 0 0 0 PART I, LINE 3 A RELATED ORGANIZATION USES THE FOLLOWING TO ESTABLICH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, INDEPENDENT COMPENSATION CONSULTAT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B SERVICES MANAGEMENT GROUP HAS ENTERED INTO DEFERRED COMPENSATION PLANS FOR BOTH THE CEO AND CFO. THE DEFERRED COMPENSATION PLAN INCLUDES 240 MONTHLY PAYMENTS OF $3,000 FOR THE CEO UPON VESTING AND RETIREMENT, AND 120 MONTHLY PAYMENTS OF $2,083.33 FOR THE CFO UPON VESTING AND RETIREMENT. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE CONSISTING OF AT LEAST THREE MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE ORGANIZATION'S BUSINESS IN THE INTERVAL BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, EXCEPT THAT THE EXECUTIVE COMMITTEE DOES NOT HAVE THE AUTHORITY AND POWER TO ELECT OR REMOVE DIRECTORS, CREATE NEW OFFICER POSITIONS, ELECT OR REMOVE OFFICERS, AMEND THE ARTICLES OF INCORPORATION OR BYLAWS, ADOPT A PLAN OF MERGER OR CONSOLIDATION, AUTHORIZE THE SALE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S PROPERTY AND ASSETS, AUTHORIZE OR REVOKE A VOLUNTARY DISSOLUTION OF THE ORGANIZATION, TAKE ANY ACTION THAT REQUIRES THE AFFIRMATIVE VOTE OF MORE THAN A MAJORITY OF THE DIRECTORS VOTING ON A MATTER UNDER THE BYLAWS, OR TAKE ANY OTHER ACTION THAT APPLICABLE LAW REQUIRES BE TAKEN BY THE FULL BOARD. THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL REVIEW OF THE CEO'S PERFORMANCE BASED ON PREVIOUSLY ESTABLISHED AND CLEARLY ARTICULATED PERFORMANCE OBJECTIVES AND GENERAL ORGANIZATIONAL PERFORMANCE, AND MAKES A RECOMMENDATION TO THE FULL BOARD OF ANNUAL COMPENSATION BASED ON THE PERFORMANCE REVIEW. THE EXECUTIVE COMMITTEE IS AT ALL TIMES SUBJECT TO THE CONTROL OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 3 ALL MANAGEMENT SERVICES ARE PROVIDED BY SERVICE MANAGEMENT GROUP, A RELATED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD BEFORE FILING THE FORM. THE CHIEF EXECUTIVE OFFICER SIGNED THE FILING COPY AFTER ITS SUBMISSION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND OFFICERS HAVE A DUTY TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST TO THE GOVERNANCE COMMITTEE PRIOR TO ANY CONSIDERATION BY THE BOARD OR ANY COMMITTEE OF THE BOARD. ANNUALY, EVERY BOARD MEMBER MUST DISCLOSE VIA WRITTEN DOCUMENT OF ANY POTENTIAL CONFILCT OF INTEREST. AFTER CONSIDERATION, THE DISINTERESTED MEMBERS OF THE GOVERNANCE COMMITTEE SHALL DETERMINE WHETHER A CONFLICT EXISTS. BOARD MEMBER MUST EXCUSE THEMSELVES FROM ANY VOTES THAT HAVE ANY RELVANCE TO THE DISCLOSED CONFLICT. IF THE GOVERNANCE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A DIRECTOR OR OFFICER IS IN VIOLATION OF THE POLICY, THE DIRECTOR OR OFFICER WILL BE INFORMED AND AFFORDED AN OPPORTUNITY TO RESPOND TO THE ALLEGED FAILURE TO DISCLOSE. UPON HEARING THE RESPONSE, THE GOVERNANCE COMMITTEE WILL DETERMINE IF A FAILURE TO DISCLOSE DID OCCUR AND IF SO, WILL RECOMMEND THE BOARD TAKE DISCIPLINARY AND CORRECTIVE ACTION. CONFLICTS OF INTEREST PROCEEDINGS WILL BE DOCUMENTED IN BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15A BEGINNING IN 2018 AND CONTINUING INTO 2019, AND USING THE CONSIDERABLE EXPERTISE OF CARLSON DETTMAN, A NATIONALLY RECOGNIZED AND INDEPENDENT CONSULTING FIRM SPECIALIZING IN COMPENSATION MATTERS, SMG COMPLETED A THOROUGH JOB DOCUMENTATION, ANALYSIS AND EVALUATION REVIEW OF ALL POSITIONS. THIS REVIEW INCLUDED ANALYSIS OF COMPARABLE BENCHMARK DATA. THIS DETAILED REVIEW RESULTED IN UPDATING CERTAIN JOB DESCRIPTIONS AND CREATED A NEW SMG PAY PLAN BASED ON REFLECTIVE OF MARKETING PRICING RESOURCES INCLUDING LOCAL, STATE AND NATIONAL BENCHMARKING. THE NEW PAY PLAN WAS INITIATED EFFECTIVE JANUARY 1, 2020. THE CEO'S COMPENSATION WAS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AFTER REVIEW OF THE REPORT PROVIDED BY SMG. THE COMPENSATION OF OTHER OFFICERS WAS REVIEWED AND APPROVED BY THE CEO. CARSON DETTMAN DID A COMP SURVEY IN 2018 AND ACCRA DOES A REVIEW ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS MAY BE OBTAINED UPON REQUEST. ACCRA CARE INC 12600 WHITEWATER DR STE 100 MINNETONKA MN 55343 411935027 HOME CARE MN 501(C)(3) LINE 10 CONSUMER CHOICE SERVICES INC 1 CHOICES FOR CHILDREN INC 12600 WHITEWATER DR STE 100 MINNETONKA MN 55343 411727930 HOME CARE MN 501(C)(3) LINE 10 CONSUMER CHOICE SERVICES INC 1 ACCRA HOME HEALTH INC 12600 WHITEWATER DR STE 100 MINNETONKA MN 55343 271442271 HOME CARE MN 501(C)(3) LINE 10 CONSUMER CHOICE SERVICES INC 1 ACCRA HOME CARE INC 12600 WHITEWATER DR STE 100 MINNETONKA MN 55343 454846425 HOME CARE MN 501(C)(3) LINE 10 CONSUMER CHOICE SERVICES INC 1 SERVICE MANAGEMENT GROUP INC 12600 WHITEWATER DR STE 100 MINNETONKA MN 55343 202013846 MANAGEMENT SERVICES MN 501(C)(3) LINE 10 CONSUMER CHOICE SERVICES INC 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 SERVICE MANAGAGEMENT GROUP INC M 5983120 FMV