2026-02-09T17:33:46-05:00 2025-06-30 882802798 FORGE FINANCIAL & MANAGEMENT CONSULTING 1245 JORDAN CREEK PKWY STE 100 WEST DES MOINES IA 502662343 990 2024-07-01 420985205 SYSTEMS UNLIMITED INC SYST 3193389212 2533 SCOTT BLVD SE 1 IOWA CITY IA 52240 JEFF DISTERHOFT PRESIDENT 2026-02-09 true false JUSTIN A PLATE CPA P00538697 5156203050 2026-02-09 2024 2025-03-06 01:10:19Z JEFF DISTERHOFT 2533 SCOTT BLVD SE SUITE 1 IOWA CITY IA 52240 48007909 false X X 1971 IA PARTNERING WITH PEOPLE WHO HAVE DISIBILITIES AND MENTAL HEALTH NEEDS TO ADVANCE THEIR PERSONAL INDEPENDENCE, DIGNITY, AND GROWTH. 13 11 1286 25 0 704828 975910 43999213 46085508 773328 904568 37132 41064 45514501 48007050 0 0 39085831 41550772 0 0 5023877 5296616 44109708 46847388 1404793 1159662 30260125 31281230 6872142 6733585 23387983 24547645 X PARTNERING WITH PEOPLE WHO HAVE DISIBILITIES AND MENTAL HEALTH NEEDS TO ADVANCE THEIR PERSONAL INDEPENDENCE, DIGNITY AND GROWTH. SYSTEMS UNLIMITED WILL SET THE STANDARD FOR SERVICES THAT REMOVE BARRIERES TO INDEPENDENCE AND INSPIRE THE PEOPLE WE SERVE TO ACHIEVE THEIR PERSONAL SUCCESS. OUR CORE VALUES ARE: WE BELIEVE EVERYONE IS IMPORTANT, WE ACT WITH INTEGRITY, WE SUPPORT THE RIGHT TO MAKE CHOICES, WE VALUE CONSTANT LEARNING, AND WE EMBRACE DIVERSITY. false false 34991909 43932389 SUPPORTED LIVING SERVICES: PROVIDES SUPPORTED COMMUNITY LIVING SERVICES TO CHILDREN AND ADULTS IN THEIR OWN HOMES, EITHER BY THEMSELVES OR WITH ROOMMATES. SERVICES CAN BE PROVIDED THROUGH THE HOME AND COMMUNITY BASED MEDICAID WAIVERS, HABILITATION OR CHAPTER 24. SUPPORT SERVICES ARE INDIVIDUALIZED FOR EACH PERSON, HOWEVER SOME COMMON AREAS OF SUPPORT AND SKILL DEVELOPMENT INCLUDE: SELF CARE, DAILY LIVING SKILLS, COMMUNITY SKILLS, SOCIAL SKILLS, COMMUNICATION SKILLS, AND MEDICAL SUPPORT. 388 INDIVIDUALS WERE SUPPORTED IN THE 2025 FISCAL YEAR. 3902682 2153119 EMPLOYMENT SYSTEMS: (ES) PROVIDES SUPPORTED EMPLOYMENT, PREVOCATIONAL AND DAY HABILITATION SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES AND SIMILAR SERVICE NEEDS. MANY STAFF ARE TRAINED TO WORK SPECIFICALLY WITH INDIVIDUALS WITH AUTISM AND SIGNIFICANT BEHAVIORAL NEEDS. 240 INDIVIDUALS WERE SUPPORTED IN THE 2025 FISCAL YEAR. 38894591 true true false true false false false false true false true false false false true true true true false false false false false false true false false false false true false false false false false false false false false false false false false true true true true false true 42 0 true 1286 true false false false false false false false false false false false false X 13 11 false false false false false false false true true false true true true true true true true true true true false X X KATIE CUMMINS 3193389212 2533 SCOTT BLVD SE 1 IOWA CITY IA 52240 JEFF DISTERHOFT PRESIDENT 2.00 X X 0 0 0 ROY LEAF VICE PRESIDE 2.00 X X 0 0 0 CHAD KRAMER TREASURER 2.00 X X 0 0 0 MONA KENYON EXECUTIVE DI 40.00 X 247939 0 9941 MICHELLE LLOYD OUTGOING CFO 40.00 X 196654 0 20569 RENEE SMITH-LABARGE CFO 40.00 X 71538 0 0 KATIE CUMMINS INTERIM CFO 40.00 X 0 0 0 MARY BARTACHECK CHRO 40.00 X 117298 0 4770 ELIZABETH ARMENTROUT CSO 40.00 X 114392 0 15100 ELIZABETH WILSON DIRECTOR 0.50 X 0 0 0 BOYD KNOSP DIRECTOR 0.50 X 0 0 0 JOE STEINBRONN DIRECTOR 0.50 X 0 0 0 ERIC DESOTEL DIRECTOR 0.50 X 0 0 0 MANDI LOCKWOOD DIRECTOR 0.50 X 0 0 0 PAUL MEEKER DIRECTOR 0.50 X 0 0 0 TRICIA VAN ROEKEL DIRECTOR 0.50 X 0 0 0 JEFFREY ALT DIRECTOR 0.50 X 0 0 0 NICOLE SLAUBAUGH DIRECTOR 0.50 X 0 0 0 JEFFREY MORGAN DIRECTOR 0.50 X 0 0 0 AMIE HUBER LEFT 2024 DIRECTOR X 0 0 0 JOREY BAILEY LEFT 2024 DIRECTOR X 0 0 0 747821 50380 4 false true false BG HOMES LLC 4002 UNBRIDLED AVE IOWA CITY IA 52240 CONSTRUCTION 770638 CUSTOMER CARE LAWN SERVICES 126 POST ROAD IOWA CITY IA 52245 LAWN CARE 121155 2 935879 40031 975910 MEDICARE/MEDICAID 624110 44876974 44876974 GOVERNMENT CONTRACTS 624100 1096319 1096319 MANAGEMENT FEES 624100 112215 112215 46085508 896917 896917 8510 859 7651 7651 7651 34697 34697 34697 OTHER INCOME 900099 6367 6367 6367 48007050 46093159 937981 884562 201159 683403 33938412 30541742 3396670 475618 371808 103810 3697158 2705849 991309 2555022 2257949 297073 16639 16639 49385 49385 30980 30980 721800 101798 620002 1033796 886157 147639 1023737 835419 188318 47718 47718 929660 691573 238087 344135 118256 225879 SERVICE FEES 467368 15 467353 STAFF TRAINING 178756 87707 91049 RECRUITING & RETENTION 169045 169045 CONSUMER SUPPLIES 122830 95107 27723 160767 52 160715 46847388 38894591 7952797 0 1650 1450 12681002 12574930 4022811 3820425 588032 173565 24987776 11350198 11543774 13637578 27494 27494 1395362 1045788 30260125 31281230 3423271 3860716 58852 20140 619354 619354 1134505 1007961 1636160 1225414 6872142 6733585 X 23274209 24523755 113774 23890 23387983 24547645 30260125 31281230 1159662 X false true X true false X 1249173 2915007 625805 704828 975910 6470723 39288887 41093324 42421228 43999213 46085508 212888160 40538060 44008331 43047033 44704041 47061418 219358883 219358883 45544 57834 305470 760077 896917 2065842 45544 57834 305470 760077 896917 2065842 10644 21437 36132 40064 108277 5540 9130 7757 6367 28794 40589144 44085939 43381697 45500250 48004766 221561796 0.99010 0.99360 0.01000 0.01000 X PART III, LINE 12 OTHER INCOME 28,794 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 15000 false true 13626 28626 false SCHEDULE C, PART II-B, LINE 1 THE CEO OFTEN MET WITH IOWA LEGISLATORS ON BOTH THE STATE AND FEDERAL LEVEL ABOUT MEDICAID AND THE EFFECTS THAT MANAGED CARE HAS ON THE PEOPLE WE SERVE. WE ALSO HAD A LOBBYIST THAT WOULD OFTEN MEET WITH STATE LEGISLATORS AND THE DEPARTMENT OF HUMAN SERVICES ABOUT THIS ISSUE, AS WELL AS WHAT THE LEGISLATURE CAN DO ABOUT THE WAGES FOR OUR DSP'S. false true X 2415267 2415267 19109473 11350198 7759275 3463036 3463036 13637578 RIGHT-OF-USE LIABILITIES 1033847 CAPITAL LEASE LIABILITIES 191567 1225414 X 48007050 48007050 48007050 46847388 46847388 46847388 SCHEDULE D, PAGE 2, PART IV, LINE 2B CASH HELD FOR THE BENEFIT OF OTHERS, PAYEE ACCOUNT REPRESENTS CASH HELD FOR THE ORGANIZATION'S CLIENTS WHERE THE CORPORATION ACTS IN AN AGENCY CAPACITY. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW, WHICH PROVIDES INCOME TAX EXEMPTION FOR ORGANIZATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE IRS HAS NOT DETERMINED THAT THE ORGANIZATION IS A PRIVATE FOUNDATION. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVERA, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR EVALUATING UNCERTAIN INCOME TAX POSITIONS AND HAS DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. 5K RUN 26248 26248 EVENT - ADMIN 6965 6965 33213 33213 33213 X X X false false false false false false false false false MONA KENYON EXECUTIVE DIRECTOR 247939 9941 257880 MICHELLE LLOYD OUTGOING CFO 196654 8120 12449 217223 FORM 990 - ORGANIZATION'S MISSION PARTNERING WITH PEOPLE WHO HAVE DISIBILITIES AND MENTAL HEALTH NEEDS TO ADVANCE THEIR PERSONAL INDEPENDENCE, DIGNITY AND GROWTH. SYSTEMS UNLIMITED WILL SET THE STANDARD FOR SERVICES THAT REMOVE BARRIERES TO INDEPENDENCE AND INSPIRE THE PEOPLE WE SERVE TO ACHIEVE THEIR PERSONAL SUCCESS. OUR CORE VALUES ARE: WE BELIEVE EVERYONE IS IMPORTANT, WE ACT WITH INTEGRITY, WE SUPPORT THE RIGHT TO MAKE CHOICES, WE VALUE CONSTANT LEARNING, AND WE EMBRACE DIVERSITY. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS PROVIDED TO AND THEN REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C EACH CALENDAR YEAR, EACH BOARD MEMBER IS REQUIRED TO DISCLOSE CONFLICTS OF INTEREST AND SIGN A DISCLOSURE STATEMENT. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. A COMPARIBILITY STUDY WAS DONE BEFORE HIRE AND LOOKED AT EACH YEAR DURING THE REVIEW. THIS WAS LAST REVIEWED IN 2024. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION STUDIES AND SURVEYS ARE FOUND. PROVIDER ORGANIZATION DOES SURVEYS EACH YEAR WHICH ARE USED TO EVALUATE CURRENT PAY RANGES. THIS WAS LAST DONE IN 2024. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. SYSTEMS UNLIMITED BUILDING CORP 2533 SCOTT BLVD SE IOWA CITY IA 52240 421131879 AST LIVING IA 501C2 SU INC true SYSTEMS SANDUSKY GROUP HOME INC - 2533 SCOTT BLVD SE IOWA CITY IA 52240 421298082 AST LIVING IA 501C3 10 SU INC true false true false false false false false false false false false true false true true false true false false SYSTEMS UNLIMITED BUILDING CORP Q 127312 ACTUAL COSTS SYSTEMS SANDUSKY GROUP HOME INC Q 7781 ACTUAL COSTS