ACCORD

EIN: 410972546 501(c)(3) Human Services

SAINT PAUL, MN

Total Revenue
$21,728,160
Total Expenses
$21,170,915
Total Assets
$14,694,845
Net Assets
$8,526,526
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
MN
Principal Officer
RITA WIERSMA
Phone
6123624400
Tax Period
2023-01-01 to 2023-12-31

ACCORD, founded in 1971, is a mid-sized nonprofit in the Human Services sector that reported $21.7M in total revenue in fiscal year 2023.

Mission

AT ACCORD, WE MAKE IT POSSIBLE FOR PEOPLE LIVING WITH DISABILITIES OR MENTAL HEALTH TO ACHIEVE THEIR PERSONAL AND CAREER GOALS AND LIVE LIFE TO THE FULLEST. WE ARE HELPING PEOPLE LIVE THEIR GREATEST LIVES!

Program Service Accomplishments

Program 1
Expenses: $7,764,885 Revenue: $10,336,387

FAMILY SUPPORTS - ACCORD'S FAMILY SUPPORT SERVICES IS A WAIVER-FUNDED PROGRAM WITH A GOAL TO INCREASE INDEPENDENCE AND COMMUNITY CONNECTIONS FOR INDIVIDUALS WITH DISABILITIES. ACCORD OFFERS FOUR...

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FAMILY SUPPORTS - ACCORD'S FAMILY SUPPORT SERVICES IS A WAIVER-FUNDED PROGRAM WITH A GOAL TO INCREASE INDEPENDENCE AND COMMUNITY CONNECTIONS FOR INDIVIDUALS WITH DISABILITIES. ACCORD OFFERS FOUR TYPES OF FAMILY SUPPORTS: INDIVIDUALIZED HOME SUPPORTS WITHOUT TRAINING, IN-HOME AND OUT-OF-HOME RESPITE CARE, HOMEMAKER SERVICES, AND NIGHT SUPERVISION. INDIVIDUALS CHOOSE THE STAFF WHO SUPPORT THEM. ACCORD CONTINUED TO PROVIDE QUALITY SUPPORT TO FAMILIES AND EMPLOYEES, OFFERED REMOTE SERVICES WHEN APPLICABLE, AND PROVIDED EMPLOYEES AND FAMILIES ACCESS TO CONTACTLESS SUPPORT THROUGHOUT 2023. ACCORD IS A TOP PROVIDER OF FAMILY SUPPORTS, AND SERVED 186 FAMILIES AND THEIR 339 EMPLOYEES IN 2023.

Program 2
Expenses: $5,849,820 Revenue: $7,102,996

CASE MANAGEMENT - ACCORD'S CONTRACTED CASE MANAGEMENT PROGRAM PROVIDES SUPPORT SERVICES FOR INDIVIDUALS WHO QUALIFY FOR A VARIETY OF WAIVER PROGRAMS: DEVELOPMENTAL DISABILITIES (DD), COMMUNITY...

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CASE MANAGEMENT - ACCORD'S CONTRACTED CASE MANAGEMENT PROGRAM PROVIDES SUPPORT SERVICES FOR INDIVIDUALS WHO QUALIFY FOR A VARIETY OF WAIVER PROGRAMS: DEVELOPMENTAL DISABILITIES (DD), COMMUNITY ALTERNATIVES FOR DISABLED INDIVIDUALS (CADI), CONSUMER-DIRECTED COMMUNITY SUPPORTS (CDCS), BRIAN INJURY (BI), ELDERLY WAIVER (EW), RULE 185, AND VULNERABLE ADULT/DEVELOPMENT DISABILITY (VA/DD) SERVICES. WE CONTRACT DIRECTLY WITH ANOKA, DAKOTA, HENNEPIN, AND WASHINGTON COUNTIES TO PROVIDE THESE SERVICES. CASE MANAGERS WORK WITH INDIVIDUALS AND TEAMS TO COMPLETE ASSESSMENTS, IMPLEMENT PERSON-CENTERED SUPPORT PLANS, ARRANGE FOR AND MONITOR WAIVER-ELIGIBLE SERVICES, AND CONSULT AND ADVOCATE WITH AND ON BEHALF OF INDIVIDUALS. IN 2023, ACCORD'S CASE MANAGEMENT TEAM BALANCED BOTH IN-PERSON AND VIRTUAL VISITS TO GIVE PEOPLE GREATER CHOICE AND GREATER ACCESS FOR THE 2426 PEOPLE SUPPORTED.

Program 3
Expenses: $2,530,227 Revenue: $2,352,974

EMPLOYMENT AND DAY SERVICES - ACCORD'S EMPLOYMENT PROGRAM OFFERS CUSTOMIZED SUPPORT FOR PEOPLE WITH DISABILITIES THAT INCLUDES EXPLORATION, DEVELOPMENT, AND ON-THE-JOB SUPPORT. OUR SERVICES ENCOMPASS...

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EMPLOYMENT AND DAY SERVICES - ACCORD'S EMPLOYMENT PROGRAM OFFERS CUSTOMIZED SUPPORT FOR PEOPLE WITH DISABILITIES THAT INCLUDES EXPLORATION, DEVELOPMENT, AND ON-THE-JOB SUPPORT. OUR SERVICES ENCOMPASS WHAT EACH INDIVIDUAL NEEDS TO BE SUCCESSFUL, FROM THE JOB SEARCH TO OTHER DETAILS SUCH AS TRANSPORTATION, TIME OFF NEEDS, TRAINING, WORKPLACE COMMUNICATION, AND FINDING NATURAL SUPPORTS TO HELP THEM BE SUCCESSFUL ON THE JOB. ACCORD'S EMPLOYMENT FIRST MODEL FOCUSES ON HELPING INDIVIDUALS EXPLORE, FIND, AND KEEP COMPETITIVE, COMMUNITY EMPLOYMENT. IN ADDITION, ACCORD RECOGNIZES THAT INDIVIDUALS NEED ADDITIONAL SUPPORT TO HELP THEM NAVIGATE RELATIONSHIPS AND INTEGRATE INTO THEIR COMMUNITY. OUR DAY SUPPORT PROGRAM HELPS PEOPLE BUILD THESE SKILLS AND EXPERIENCE MEANINGFUL COMMUNITY ACTIVITIES. IN 2023, WE SUPPORTED 237 INDIVIDUALS WITH EMPLOYMENT NEEDS AND 131 INDIVIDUALS IN OUR DAY SUPPORTS PROGRAM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $969,175
Program Service Revenue $20,118,170
Investment Income $574,188
Other Revenue $66,627
TOTAL REVENUE $21,728,160

Expense Breakdown

Grants Paid $163,911
Salaries & Benefits $17,235,133
Fundraising Expenses $488,589
Program Expenses $16,830,042
Other Expenses $3,771,871
TOTAL EXPENSES $21,170,915

Year-over-Year Comparison

2023 2022 Change
Revenue $21,728,160 $22,526,012 0.0%
Expenses $21,170,915 $20,382,166 +0.0%
Net Income $557,245 $2,143,846 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
579
Volunteers
50

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
6
$428,949
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN EVENSTAD VICE CHAIR 2.00
Officer Director
$0 $0 $0
SARAH HALL CHAIR 2.00
Officer Director
$0 $0 $0
BEN YOUNG DIRECTOR 2.00
Director
$0 $0 $0
ANDREW WITTENBORG SECRETARY 2.00
Officer Director
$0 $0 $0
JOAN HUMPHREY LINCK DIRECTOR 2.00
Director
$0 $0 $0
PAULA WINKLER DIRECTOR 2.00
Director
$0 $0 $0
SARAH TAYLOR DIRECTOR 2.00
Director
$0 $0 $0
MARY LYNN HITZ DIRECTOR 2.00
Director
$0 $0 $0
JOHN RITTER DIRECTOR 2.00
Director
$0 $0 $0
JONATHAN SONDERGAARD TREASURER 2.00
Officer Director
$0 $0 $0
PETER KOEHN DIRECTOR 2.00
Director
$0 $0 $0
KEVIN SIENKO DIRECTOR 2.00
Director
$0 $0 $0
JIM PUTMAN DIRECTOR 2.00
Director
$0 $0 $0
RITA WIERSMA CHIEF EXECUTIVE OFFICER 40.00
Officer
$249,136 $8,191 $257,327
ROBERT PICKERING CHIEF FINANCIAL OFFICER 40.00
Officer
$144,706 $26,916 $171,622
PAUL WELNA CHIEF HUMAN CAPITAL OFFICE 40.00
Highest
$140,867 $15,185 $156,052
PAMELA ZIMMERMAN VP OF PROGRAMS 40.00
Highest
$130,604 $13,678 $144,282
JOHN STANTON VP OF GROWTH STRATEGY 40.00
Highest
$118,936 $28,937 $147,873
JES CUOCO FINANCIAL CONTROLLER 40.00
Highest
$109,597 $21,153 $130,750
JENNIFER SPRINGER SENIER DIRECTOR OF TALENT 40.00
Highest
$112,969 $3,361 $116,330
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
2024 No data No data No data No data
2023 $21,728,160 $21,170,915 $14,694,845 $557,245
2022 $22,526,012 $20,382,166 $15,133,680 $2,143,846
2021 $23,929,157 $22,836,155 $14,901,147 $1,093,002
2020 $24,264,758 $24,244,180 $14,258,375 $20,578
2018 $19,367,673 $18,912,394 $8,107,635 $455,279
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