2026-07-14T17:19:22-04:00 2025-08-31 882802798 FORGE FINANCIAL & MANAGEMENT CONSULTING 1245 JORDAN CREEK PKWY STE 100 WEST DES MOINES IA 502662343 990 2024-09-01 420707100 EASTER SEAL SOCIETY OF IOWA INC EAST 5153099775 PO BOX 5168 DES MOINES IA 50305 SHERRI NIELSEN CEO 5152891933 2026-07-13 true JUSTIN A PLATE CPA P00538697 5156203050 2026-07-14 2024 2025-03-06 01:10:19Z SHERRI NIELSEN PO BOX 5168 DES MOINES IA 50305 15391801 false X WWW.IA.EASTERSEALS.COM X 1973 IA OUR MISSION TO PROVIDE EXCEPTIONAL SERVICES TO ENSURE THAT ALL PEOPLE WITH DISABILITIES OR SPECIAL NEEDS AND THEIR FAMILIES HAVE EQUAL OPPORTUNITIES TO LIVE, LEARN, WORK, AND PLAY IN THEIR COMMUNITIES. 29 29 480 196 0 4767451 3869983 10296066 11081467 1330 51600 253335 337877 15318182 15340927 1390023 199215 0 10357909 10688568 0 250858 4486588 4758509 16234520 15646292 -916338 -305365 17496229 16377405 1587423 1371791 15908806 15005614 X OUR MISSION IS TO PROVIDE EXCEPTIONAL SERVICES TO ENSURE THAT ALL PEOPLE WITH DISABILITIES OR SPECIAL NEEDS AND THEIR FAMILIES HAVE EQUAL OPPORTUNITIES TO LIVE, LEARN, WORK, AND PLAY IN THEIR COMMUNITIES. false false 582882 199215 470878 EMPLOYABILITY ASSISTS INDIVIDUALS TO DEVELOP SKILLS TO DETERMINE WHAT EMPLOYMENT THEY WOULD LIKE TO PURSUE AND HOW TO MAINTAIN EMPLOYMENT IN THE COMMUNITY. IN ADDITION, THE PROGRAM ASSISTS PROGRAM CLIENTS IN DEVELOPING AND UTILIZING COMMUNITY SAFETY AND COMMUNITY TRANSPORTATION. 152 INDIVIDUALS WERE SERVED DURING THE YEAR. 627695 847465 ACHIEVING INDEPENDENT METHODS (AIM) IS A UNIQUE MANAGED CARE PLAN FOR PEOPLE WITH MENTAL AND DEVELOPMENTAL DISABILITES. THE PROGRAM OFFERS A FULL RANGE OF DIRECT SERVICES, INCLUDING EMPLOYMENT, HOUSING, SOMATIC CARE, RECREATION, CASE MANAGEMENT, AND SOCIALIZAITON ON A DAILY BASIS. 89 CLIENTS WERE SERVED DURING THE YEAR. 2650885 3001922 SCL HELPS PERSONS WITH DISABILITIES DEVELOP AND STREGTHEN DAILY LIVING SKILLS. SERVICES ARE PROVIDED IN BOTH GROUP AND INDIVIDUAL SETTINGS IN THE COMMUNITY AND INCLUDE WORKING ON HOUSEHOLD AND FINANCIAL SKILLS, AS WELL AS COMMUNICATION AND SOCIALIZATION SKILLS. THESE SKILLS ENABLE PERSONS WITH DISABILITIES TO LIVE IN THEIR COMMUNITY. THE ORGANIZATION ALSO OFFERS 24 HOUR SUPPORT TO INDIVIDUALS WITH DIABILITIES TO LIVE INDEPENDENTLY IN THEIR OWN HOMES. A TOTAL OF 115 INDIVIDUALS WERE SUPPORTED WITH THESE SERVICES DURING THE YEAR. 10775381 6761202 OTHER PROGRAM SERVICES 10775381 6761202 14636843 true true false true false false false false false false true false false false true true false true false false false false false false true false false true true true false false false false false true false false true false false false false true true true false false true 2 0 true 480 true false false false false false false false false false false false false X 29 29 false false false false false false false true true false false true true true true true true true false false X MARGARET INGRAM 5153099775 PO BOX 5168 DES MOINES IA 50305 SHERRI NIELSEN CEO 40.00 1.00 X X 167277 0 5169 MARGARET INGRAM CFO 40.00 1.00 X X 91566 0 10339 CHRIS COSTA CHAIR 1.00 X X 0 0 0 SCOTT GOJKOVICH VICE CHAIR 1.00 X X 0 0 0 LUCAS NELSON SECOND VICE 1.00 X X 0 0 0 WADE ANDERSON TREASURER 1.00 X X 0 0 0 ALEX SANDVIG COMMUNITY EN 1.00 X X 0 0 0 TIM ASHLEY DIRECTOR 1.00 X 0 0 0 ROCHELLE BURNETT DIRECTOR 1.00 X 0 0 0 MARIANNE COPPOCK DIRECTOR 1.00 X 0 0 0 JEAN CLAUSON DIRECTOR 1.00 X 0 0 0 BETHANY CROUCH DIRECTOR 1.00 X 0 0 0 STEVE DESPOTOVICH DIRECTOR 1.00 X 0 0 0 ANDREA DOSE DIRECTOR 1.00 X 0 0 0 LISA DWIGHT DIRECTOR 1.00 X 0 0 0 PATRICIA FASBENDER DIRECTOR 1.00 X 0 0 0 PATTY HOUSBY DIRECTOR 1.00 X 0 0 0 CHRIS JORGENSEN DIRECTOR 1.00 X 0 0 0 ADAM LACKEY DIRECTOR 1.00 X 0 0 0 COLLEEN LADD DIRECTOR 1.00 X 0 0 0 KIM PIFIFFNER DIRECTOR 1.00 X 0 0 0 MICHELLE SANDBULTE DIRECTOR 1.00 X 0 0 0 DENIS SCOTT DIRECTOR 1.00 X 0 0 0 CARL VIEREGGER DIRECTOR 1.00 X 0 0 0 JOEL ANDERSON DIRECTOR 1.00 X 0 0 0 DAVID FAST DIRECTOR 1.00 X 0 0 0 ZACHARY GATES DIRECTOR 1.00 X 0 0 0 JIM GILBERTSON DIRECTOR 1.00 X 0 0 0 ROSIE MCANINCH DIRECTOR 1.00 X 0 0 0 LACY MILES DIRECTOR 1.00 X 0 0 0 JILL TROBAUGH DIRECTOR 1.00 X 0 0 0 258843 15508 1 false true false 725000 1660341 1484642 95559 3869983 GOVERNMENT SERVICE FEES 624100 8936341 8936341 SERVICE FEES FROM INDIVIDUALS 624100 2145126 2145126 11081467 13391 13391 38209 38209 38209 38209 383130 50874 332256 INVESTMENT INCOME FROM TRUSTS 900099 5621 5621 5621 15340927 11125297 13391 76188 76188 123027 123027 284673 270111 8334 6228 8817536 8372753 257626 187157 708370 666682 21173 20515 877989 842949 20889 14151 159184 143297 15776 111 462739 416556 45859 324 1400536 1167555 232981 614967 583325 31642 188606 180079 2016 6511 60442 51011 6529 2902 58344 58344 531621 531621 BAD DEBT 770033 770033 EQUIPMENT EXPENSE 210918 209602 1316 VEHICLE 106871 106871 PRINT, ART, AND MEDIA 53365 4396 43013 5956 140883 120787 13093 7003 15646292 14636843 758591 250858 808069 670127 318761 319789 1403066 1401523 4066740 3346192 148926 162268 17377355 7650134 10015997 9727221 734670 750285 17496229 16377405 562759 592308 825297 664164 199367 115319 1587423 1371791 X 15033060 14105069 875746 900545 15908806 15005614 17496229 16377405 X -305365 -624169 26342 X false true X true false X 9845158 5406328 5066398 5034863 3869983 29222730 9845158 5406328 5066398 5034863 3869983 29222730 2781627 26441103 4054 3096 32499 18824 13391 71864 29294594 40956750 0.90260 0.91220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 12500 false false 12500 false SCHEDULE C, PART II-B, LINE 1 EASTER SEALS OF IOWA WORKS WITH FEDERAL, STATE, AND LOCAL OFFICIALS AND AGENCIES TO ADVOCATE FOR LAWS AND PROGRAMS THAT HELP PEOPLE WITH DISABILITIES ACHIEVE INDEPENDENCE. GRASSROOTS ADVOCACY INCLUDES FACE TO FACE MEETINGS AS WELL AS LETTER WRITING TO PROVIDE INFORMATION ABOUT OUR CLIENTS. 365190 365190 14670701 5690154 8980547 2341464 1959980 381484 9727221 OPERATING LEASES 54516 CUSTODIAL FUNDS 48285 FINANCE LEASES 12518 115319 X SCHEDULE D, PAGE 3, PART X THE ORGANIZATION INVESTS IN REGISTERED MUTUAL FUNDS, BONDS AND FIXED INCOME SECURITIES. INVESTMENT SECURITIES ARE EXPOSED TO VARIOUS RISKS, SUCH AS INTEREST RATE, MARKET AND CREDIT RISKS. DUE TO THE LEVEL OF RISK ASSOCIATED WITH CERTAIN INVESTMENT SECURITIES, IT IS AT LEAST REASONABLY POSSIBLE THAT CHANGES IN THE FAIR VALUES OF THE INVESTMENT SECURITIES WILL OCCUR IN THE NEAR TERM AND THAT SUCH CHANGES COULD MATERIALLY AFFECT THE ORGANIZATION'S ACCOUNT BALANCES AND THE AMOUNTS REPORTED IN THE STATEMENT OF FINANCIAL POSITION AND THE STATEMENT OF ACTIVITIES. ADMIRAL WHITE P 383130 383130 11274 15141 24459 383130 383130 11274 15141 24459 50874 332256 true EASTER SEALS IOWA FOUNDATION PO BOX 5168 DES MOINES IA 50305 208392083 76188 MANAGED CARE PROGRAM 15390 FMV RENT ASSISTANCE OTHER ASSISTANCE 107637 FMV MISCELLANEOUS false false false false false false false false false SHERRI NIELSEN CEO 167277 5169 172446 HOLMES MURPHY BOARD MEMBER 24000 CONSULTANT false X MISCELLANEOUS 1 95559 FMV false false false FORM 990, PAGE 2, PART III, LINE 4D OTHER PROGRAM SERVICES FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION CONTRACTS WITH AN ACCOUNTING FIRM TO PREPARE THE TAX RETURN. THE MANAGEMENT OF THE ORGANIZATION AND THE BOARD MEMBERS PROVIDE ALL OF THE NECESSARY INFORMATON TO THE ACCOUNTING FIRM TO PREPARE THE TAX RETURN. ONCE THE TAX RETURN IS COMPLETED, A PRELIMINARY DRAFT OF THE RETURN IS PROVIDED TO THE ORGANIZATION AND THE BOARD TO REVIEW AND APPROVE BEFORE THE RETURN IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C EVERY YEAR OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT A FORM TO DISCLOSE ANY POTENTIAL CONFLICTS. IN ADDITION, THROUGHOUT THE YEAR IF A CONFLICT WERE TO ARISE, THE INDIVIDUAL IS RESPONSIBLE TO DISCLOSE THIS INFORMATION TO THE APPROPRIATE PARTIES. MANAGEMENT IS MADE AWARE OF ANY POTENTIAL CONFLICTS AND REVIEWS TRANSACTIONS TO ENSURE ANY CONFLICTS IN POLICIES ARE COMPLIED WITH. FORM 990, PAGE 6, PART VI, LINE 15A EXECUTIVE COMMITTEE OF THE BOARD REVIEWS COMPENSATION ANNUALLY AND UTILIZES TWO MARKET STUDIES AS WELL AS OTHER DATA OBTAINED FROM OTHER NONPROFITS WITH SIMILAR BUDGETS AND SIMILAR REGIONS TO DETERMINE IF COMPENSATION IS REASONABLE. FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST. FORM 990, PART XI DURING THE YEAR ENDED AUGUST 31, 2025, THE ORGANIZATION IDENTIFIED RECEIVABLE BALANCES RECORDED IN PRIOR PERIODS THAT WERE DETERMINED TO BE UNCOLLECTIBLE OR BILLED INCORRECTLY AND SHOULD HAVE BEEN WRITTEN OFF IN THOSE RESPECTIVE PRIOR YEARS. AS A RESULT, ACCOUNTS RECEIVABLE AND RELATED REVENUE HAD BEEN OVERSTATED IN THE PREVIOUSLY ISSUED FINANCIAL STATEMENTS. ACCORDINGLY, THE CONSOLIDATED FINANCIAL STATEMENTS HAVE BEEN RESTATED TO CORRECT THESE ERRORS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP). THE NET ADJUSTMENT IS A DECREASE IN NET ASSETS OF 624,169 AS OF 8/31/24. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 27,822 CHANGE IN VALUE OF PERPETUAL TRUSTS -1,480 TOTAL 26,342 EASTER SEALS IOWA FOUNDATION PO BOX 5168 DES MOINES IA 50305 208392083 FOUNDATION IA 501C3 12B EASTER SEA true false true true false false false false false false false false false false false false false false false false EASTER SEALS IOWA FOUNDATION B 76187 CASH EASTER SEALS IOWA FOUNDATION C 725000 CASH