2026-04-23T16:18:28-05:00 2025-06-30 410887288 BOULAY PLLP 11095 VIKING DRIVE-STE 500 EDEN PRAIRIE MN 55344 990 2024-07-01 341240178 COLEMAN PROFESSIONAL SERVICES INC COLE 3306731347 5982 RHODES ROAD KENT OH 44240 HATTIE TRACY PRESIDENT AND CEO 3306731347 2026-04-20 1 1 ABBY DUPIC P10292842 9528939320 2026-04-20 2024 2025-03-06 01:10:19Z HATTIE TRACY 5982 RHODES ROAD KENT OH 44240 84811749 0 X WWW.COLEMANSERVICES.ORG X 1978 OH THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE BEHAVIORAL HEALTH SERVICES TO PEOPLE FOR CHARITABLE PURPOSES. 20 20 1407 61 0 0 693515 2524035 70772840 81120829 446127 545175 94899 85462 72007381 84275501 0 0 0 0 51119339 57852612 0 0 619416 19056453 21358207 70175792 79210819 1831589 5064682 40577356 53814010 21125630 31356464 19451726 22457546 X THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE BEHAVIORAL HEALTH SERVICES TO PEOPLE FOR CHARITABLE PURPOSES. THE ORGANIZATION FOSTERS RECOVERY, BUILDS INDEPENDENCE, AND CHANGES DESTINIES FOR INDIVIDUALS AND FAMILIES. THEY PROVIDE SERVICES FOR CRISIS MANAGEMENT, MENTAL AND BEHAVIORAL HEALTH, ADULT CARE, AND EMPLOYMENT SERVICES. 0 0 7985792 7009582 PSYCHIATRY/MEDICATION SERVICES PROVIDED TO 11,714 INDIVIDUALS. MOST CLIENTS RECEIVE SOME PUBLIC ASSISTANCE. 6512036 5719687 CASE MANAGEMENT SERVICES PROVIDED TO 5,265 INDIVIDUALS FOR PSYCHOTHERAPY SERVICES. MOST CLIENTS RECEIVE SOME PUBLIC ASSISTANCE. 5935733 5346590 OUTPATIENT COUNSELING PROVIDES EVALUATION AND INDIVIDUALIZED GROUP PSYCHOTHERAPY. THEY PROVIDE ASSISTANCE TO 8,952 INDIVIDUALS. MOST CLIENTS RECEIVE SOME PUBLIC ASSISTANCE. 48916857 62997566 48916857 62997566 69350418 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 369 0 1 1407 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 OH X THOMAS LYZEN CFO 3306731347 5982 RHODES ROAD KENT OH 44240 ELIZABETH CURTIS BOARD MEMBER 1.00 X 0 0 0 JEFF FOWLER BOARD MEMBER 5.00 X 0 0 0 DAN LANSER BOARD MEMBER 1.00 X 0 0 0 TIM MICHALK BOARD MEMBER 5.00 X 0 0 0 NANCY WHITEHEAD BOARD MEMBER 1.00 X 0 0 0 DAVID COMPTON BOARD MEMBER 1.00 X 0 0 0 ALLISON HARTONG BOARD MEMBER 1.00 X 0 0 0 BRYCE ENOLD BOARD MEMBER 5.00 X 0 0 0 BRIAN STEERE BOARD MEMBER 5.00 X 0 0 0 JUDY FOWLER BOARD MEMBER 1.00 X 0 0 0 PAUL SYRVALIN BOARD MEMBER 1.00 X 0 0 0 STEVEN JEWELL BOARD MEMBER 5.00 X 0 0 0 FELICIA WILLIAMS BOARD MEMBER 5.00 X 0 0 0 THEA SHEPPARD BOARD MEMBER 5.00 X 0 0 0 DALEN MAYS BOARD MEMBER 5.00 X 0 0 0 VICTORIA FERRISE BOARD MEMBER 5.00 X 0 0 0 BRIAN C WELSH CHIEF MEDICAL OFFICER 40.00 X 332605 0 101162 THOMAS J LYZEN VP OF FINANCE & CFO 46.00 X 229471 0 72579 HATTIE TRACY PRESIDENT & CEO 50.00 X 203367 0 61114 MICHELE SIUDAK VP OF IT & OPERATIONS 46.00 X 73297 0 31769 CELENA COLLINS SECRETARY 1.00 X 0 0 0 SIMON WERLE VICE PRESIDENT 1.00 X 0 0 0 DAWN CARTER SENIOR CHIEF OFFICER MENTA 46.00 X 122194 0 33405 JUDY BERMUDEZ VP HR & COMPLIANCE 46.00 X 146332 0 40761 STEVEN BOSSART VP BUSINESS DEVELOPMENT & 46.00 X 117703 0 64560 RICH DEKEN PRESIDENT 1.00 X 0 0 0 ADAM RUBIN TREASURER 5.00 X 0 0 0 SUBTRA ROY MEDICAL OFFICER 40.00 X 181145 0 77096 K SCOTT PACER MEDICAL OFFICER 40.00 X 329265 0 68619 HUMAYUN CHUGHTAI DIRECTOR OF PSYCHIATRY 40.00 X 301827 0 70991 LIBERTY FRITZLER PSYCHIATRIST 40.00 X 249204 0 50508 WEI VICTOR PSYCHIATRIST 40.00 X 274185 0 97887 2560595 0 770451 12 0 1 0 SONAL SINHA 98 DEVONSHIRE COURT SHELBY OH 44875 PSYCHIATRIC SERVICES 428140 STEVEN MATES 704 RUNNYMED RD DAYTON OH 45419 PSYCHIATRIC SERVICES 304550 2 258025 513901 1752109 2524035 FEES & CONTRACTS FROM GOVT 624100 40383152 40383152 MEDICAID PAYMENTS 624100 33252574 33252574 ENTERPRISES 624100 2656719 2656719 INSURANCE 624100 2106474 2106474 CLIENT FEES 624100 1253341 1253341 1468569 1468569 81120829 245803 245803 469041 276047 0 445716 469041 -169669 299372 -169669 469041 53729 258025 90532 -36803 -36803 LOAN FORGIVENESS 900099 110534 110534 MISCELLANEOUS REVENUE 900099 11731 11731 122265 84275501 81073425 0 678041 1630320 1529061 87687 13572 42365008 39733725 2278600 352683 848112 720018 120665 7429 9667715 8207561 1375470 84684 3341457 2836784 475404 29269 1164544 654752 506836 2956 257142 101158 155984 175104 68885 106219 1424419 1369309 55110 574764 379623 195053 88 1278740 1102832 123190 52718 1915812 1149490 748685 17637 7074148 6719928 319968 34252 701322 648157 51344 1821 147673 104043 40520 3110 29757 29456 301 1216073 1216073 480769 456685 21974 2110 131652 123448 7377 827 IMPAIRMENT LOSS 1591565 0 1591565 0 MISCELLANEOUS 1249539 363940 869359 16240 OPERATING SERVICES 705853 661030 44823 0 REPAIRS AND MAINTENANCE 700510 697714 2796 0 538821 476746 62055 20 79210819 69350418 9240985 619416 1992 6654768 7020590 1415866 12618620 12355465 208738 155446 235324 526065 29755566 8499023 10396349 21256543 5131569 8647380 1036018 1028024 3928156 1774453 40577356 53814010 8344496 9114400 5394614 10751564 7045003 11151994 341517 338506 21125630 31356464 X 19379840 20055368 71886 2402178 19451726 22457546 40577356 53814010 X 5064682 -2058862 X 0 1 X 1 1 1 X 926132 10762913 1628401 693515 2524035 16534996 141000 141000 141000 141000 141000 705000 1067132 10903913 1769401 834515 2665035 17239996 566182 16673814 61890 134670 147782 430069 245803 1020214 892911 122977 127525 133734 122265 1399412 19659622 335796852 0.84810 0.83240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2902456 2902456 22209673 4432832 17776841 2316011 1817376 498635 1943766 1866832 76934 383660 381983 1677 21256543 OTHER PAYABLES 338506 338506 X PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICES (IRS) OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. UNMUTE THE MUTE 142450 126725 15725 4698 19561 36600 9544 CHANGING DESTINIES 169304 131300 38004 8659 6590 400 4480 311754 258025 53729 13357 26151 37000 14024 90532 -36803 X X X X X X 0 0 0 0 0 0 0 0 0 BRIAN C WELSH CHIEF MEDICAL OFFICER 332605 0 0 0 0 0 40889 0 60273 0 433767 0 0 0 K SCOTT PACER MEDICAL OFFICER 329265 0 0 0 0 0 44282 0 24337 0 397884 0 0 0 HUMAYUN CHUGHTAI DIRECTOR OF PSYCHIATRY 301827 0 0 0 0 0 41233 0 29758 0 372818 0 0 0 WEI VICTOR PSYCHIATRIST 274185 0 0 0 0 0 42130 0 55757 0 372072 0 0 0 THOMAS J LYZEN VP OF FINANCE & CFO 229471 0 0 0 0 0 25044 0 47535 0 302050 0 0 0 LIBERTY FRITZLER PSYCHIATRIST 249204 0 0 0 0 0 32954 0 17554 0 299712 0 0 0 HATTIE TRACY PRESIDENT & CEO 203367 0 0 0 0 0 31281 0 29833 0 264481 0 0 0 SUBTRA ROY MEDICAL OFFICER 181145 0 0 0 0 0 56241 0 20855 0 258241 0 0 0 JUDY BERMUDEZ VP HR & COMPLIANCE 146332 0 0 0 0 0 21109 0 19652 0 187093 0 0 0 STEVEN BOSSART VP BUSINESS DEVELOPMENT & 117703 0 0 0 0 0 13455 0 51105 0 182263 0 0 0 DAWN CARTER SENIOR CHIEF OFFICER MENTA 122194 0 0 0 0 0 17611 0 15794 0 155599 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF FORM 990 IS REVIEWED BY THE PRESIDENT, CEO, CFO, AND FINANCE COMMITTEE BEFORE SIGNING AND FILING OF RETURN. COPIES ARE AVAILABLE UPON REQUEST FROM ANY DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS THE WORKING RELATIONSHIPS BETWEEN INDIVIDUAL MEMBERS AND THE ORGANIZATION ON AN ANNUAL BASIS. ANY TIME A BOARD MEMBER MAY HAVE A CONFLICT OF INTEREST, THE OTHER MEMBERS AND OFFICERS REVIEW AND MAKE A DETERMINATION ON THE POSSIBLE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCE COMMITTEE PERFORMS A SEMI-ANNUAL PERFORMANCE REVIEW OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER AND AN ANNUAL CONTRACT AND COMPENSATION REVIEW OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE TO THE PUBLIC VIA GUIDESTAR WEBSITE. COPIES OF ANY GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -2,058,862. IMPAIRMENT LOSS REPORTED SEPARATELY ON AUDIT COLEMAN PROFESSIONAL SERVICES - VEBA 5982 RHODES ROAD KENT OH 44240 814619210 SUPPORT OH 501(C)(9) CPS INC 1 COLEMAN UNION SQUARE INC 5982 RHODES RD KENT OH 44240 460601358 REAL ESTATE OH C -94 1248951 1.00000 0 COLEMAN PS ENTERPRISES INC 5982 RHODES RD KENT OH 44240 811065336 CAFE OH C -12736 36836 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 COLEMAN PROFESSIONAL SERVICES-VEBA R 9485563 ER CONTRIBUTIONS TO VEBA