Living Well Disability Services

EIN: 237181360 501(c)(3)

Mendota Heights, MN

Total Revenue
$33,883,991
Total Expenses
$33,374,197
Total Assets
$24,747,826
Net Assets
$21,519,540
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
MN
Principal Officer
Peter Koehn
Phone
6512425122
Tax Period
2025-01-01 to 2025-12-31

Living Well Disability Services, founded in 1972, is a mid-sized nonprofit that reported $33.9M in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

Living Well Disability Services transforms the lives of people impacted by disabilities through the delivery of exceptional services.

Program Service Accomplishments

Program 1
Expenses: $28,120,838 Revenue: $28,088,365

Started by families as a children's home in 1972, Living Well Disability Services continues to set the gold standard for residential and 24/7 supports for people with intellectual, physical, and...

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Started by families as a children's home in 1972, Living Well Disability Services continues to set the gold standard for residential and 24/7 supports for people with intellectual, physical, and developmental disabilities. Homes are located in Dakota, Hennepin, Isanti, Ramsey, Sherburne, and Wright Counties. Living Well Disability Services is leveraging technology to better support independence for people who we serve. (Continued on Schedule O)Well trained, full- and part-time staff provide exceptional individualized support so that each person can live well. Living Well Disability Services serves a broad spectrum of people with intellectual, developmental, and physical disabilities such as cerebral palsy, Down syndrome, multiple sclerosis, autism, and brain injury. These may be complicated by health issues related to aging, diabetes, Alzheimer's, medical fragility, and other chronic Health conditions. We also support people who have dual diagnoses of intellectual disabilities and mental health concerns.

Program 2
Expenses: $1,123,858 Revenue: $1,194,610

Customized Services: Living Well Disability Services provides in-home services and supports to individuals and their families, an average of 46 people per month with an average of 1,918 total hours...

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Customized Services: Living Well Disability Services provides in-home services and supports to individuals and their families, an average of 46 people per month with an average of 1,918 total hours per month of service. Customized services include licensed in-home family support (IHFS), independent living services (ILS), and semi-independent living services (SILS) for individuals in Dakota, Ramsey, Hennepin, and Washington Counties.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $3,770,063
Program Service Revenue $29,282,975
Investment Income $804,865
Other Revenue $26,088
TOTAL REVENUE $33,883,991

Expense Breakdown

Grants Paid $0
Salaries & Benefits $24,159,193
Fundraising Expenses $694,938
Program Expenses $29,244,696
Other Expenses $9,215,004
TOTAL EXPENSES $33,374,197

Year-over-Year Comparison

2025 2024 Change
Revenue $33,883,991 $28,569,285 +0.2%
Expenses $33,374,197 $29,959,542 +0.1%
Net Income $509,794 $-1,390,257 -1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
726
Volunteers
837

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$630,546
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Anthony Derose Chair 0.80
Officer Director
$0 $0 $0
Christine Reiten Vice Chair 0.80
Officer Director
$0 $0 $0
Lisa Adelmann Treasurer 0.80
Officer Director
$0 $0 $0
Fran McCloskey Secretary 0.80
Officer Director
$0 $0 $0
Kevin Reilly Director 0.80
Director
$0 $0 $0
Kevin Fossum Director 0.80
Director
$0 $0 $0
Nicolas Tiziou Director 0.80
Director
$0 $0 $0
Vince Opat Director 0.80
Director
$0 $0 $0
Judy Marder Director 0.80
Director
$0 $0 $0
William Boyd Director 0.80
Director
$0 $0 $0
Katherine Henning Director 0.80
Director
$0 $0 $0
Brian Ronningen Director 0.80
Director
$0 $0 $0
Rodney Carlson Chief Operating Officer 40.00
Officer
$165,464 $7,779 $173,243
Peter Koehn Chief Financial Officer 40.00
Officer
$152,521 $16,408 $168,929
Thomas Gillespie President/CEO 40.00
Officer
$280,049 $8,325 $288,374
Alison Nelson Chief People Officer 50.00
Highest
$153,230 $7,155 $160,385
Leber Saye Float Direct Support Professional 50.00
Highest
$120,318 $14,138 $134,456
Ibrahim Jalloh Assisant Program Manager 50.00
Highest
$117,636 $16,273 $133,909
Jamee Yung Director of Development 50.00
Highest
$113,093 $15,887 $128,980
Shelley Novotny Direct Support Professional 50.00
Highest
$131,648 $21,364 $153,012
Ghazi Akailvi Consultant/Former CFO 30.00
$214,120 $0 $214,120
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $33,883,991 $33,374,197 $24,747,826 $509,794
2024 No data No data No data No data
2023 $30,775,134 $28,971,585 $23,895,933 $1,803,549
2022 $26,455,724 $27,605,097 $22,234,616 $-1,149,373
2021 $25,251,629 $25,997,828 $24,168,704 $-746,199
2020 $23,945,999 $23,137,941 $23,505,603 $808,058
2019 $22,554,790 $20,083,964 $21,529,167 $2,470,826
2018 $20,658,726 $19,957,772 $18,875,914 $700,954
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