VAIL PLACE

EIN: 411394766 501(c)(3) Mental Health

HOPKINS, MN

Total Revenue
$6,357,146
Total Expenses
$7,282,687
Total Assets
$3,363,302
Net Assets
$1,378,361
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
MN
Principal Officer
KARINA FORREST PERKINS
Phone
9529389622
Tax Period
2023-01-01 to 2023-12-31

VAIL PLACE, founded in 1980, is a community nonprofit in the Mental Health sector that reported $6.4M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $7.3M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO HELP PEOPLE WITH SERIOUS MENTAL ILLNESSES AVOID CRISIS, ACHIEVE STABILITY, AND PURSUE ACTIVE LIVES BASED ON THEIR ABILITIES.

Program Service Accomplishments

Program 1
Expenses: $1,801,354 Revenue: $2,827,140

TARGETED CASE MANAGEMENTTCM OFFERS GUIDANCE AND SUPPORT FOR INDIVIDUALS WHO WANT AND NEED THE MOST ASSISTANCE IN THEIR MENTAL HEALTH WELLNESS JOURNEY. TCM ENSURES CLIENT CENTERED CARE, CONTINUITY OF...

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TARGETED CASE MANAGEMENTTCM OFFERS GUIDANCE AND SUPPORT FOR INDIVIDUALS WHO WANT AND NEED THE MOST ASSISTANCE IN THEIR MENTAL HEALTH WELLNESS JOURNEY. TCM ENSURES CLIENT CENTERED CARE, CONTINUITY OF CARE, COORDINATION AND MONITORING OF SERVICES, DISCHARGE PLANNING, HOUSING SUPPORT, AND INTENSIVE GOAL PLANNING. OUR TCM TEAM AND LEADERSHIP ARE FOCUSED ON BUILDING SAFE, INCLUSIVE, EQUITABLE, DIVERSE, AND SUPPORTIVE TEAMS AS WELL AS PROVIDING RESPONSIVE AND FLEXIBLE EMPLOYMENT ENVIRONMENTS THAT CONTRIBUTE TO STAFF ENGAGEMENT AND RETENTION. IN 2023, 922 INDIVIDUALS WERE SERVED THROUGH 2,724 VISITS

Program 2
Expenses: $1,215,451 Revenue: $871,738

ASSERTIVE OUTREACH AND STABILIZATION (AOS) SERVICESAOS IS AN INTEGRATED CARE MODEL DESIGNED TO ENGAGE INDIVIDUALS IN CRISIS EXPERIENCING MENTAL ILLNESS, CHRONIC SUBSTANCE USE DISORDERS, AND A VARIETY...

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ASSERTIVE OUTREACH AND STABILIZATION (AOS) SERVICESAOS IS AN INTEGRATED CARE MODEL DESIGNED TO ENGAGE INDIVIDUALS IN CRISIS EXPERIENCING MENTAL ILLNESS, CHRONIC SUBSTANCE USE DISORDERS, AND A VARIETY OF SOCIAL AND HEALTH-RELATED CONSEQUENCES. THE GOALS OF THIS RESULTS FOCUSED MODEL INCLUDE IMPROVING HEALTH AND STABILITY OF INDIVIDUALS, REDUCING BARRIERS IN THE COMMUNITY, IMPROVING PATIENT/CLIENT SATISFACTION, AND REDUCING HEALTHCARE COSTS. IN 2023, 225 INDIVIDUALS WERE SERVED.

Program 3
Expenses: $1,120,860 Revenue: $789,182

CLUBHOUSE COMMUNITY SUPPORT PROGRAMTHE CLUBHOUSE MODEL IS UNIQUE IN THAT THE INDIVIDUALS WITH LIVED EXPERIENCE OF SEVERE MENTAL HEALTH CHALLENGES ARE LIFETIME MEMBERS. CLUBHOUSE MEMBERS ARE INVOLVED...

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CLUBHOUSE COMMUNITY SUPPORT PROGRAMTHE CLUBHOUSE MODEL IS UNIQUE IN THAT THE INDIVIDUALS WITH LIVED EXPERIENCE OF SEVERE MENTAL HEALTH CHALLENGES ARE LIFETIME MEMBERS. CLUBHOUSE MEMBERS ARE INVOLVED IN ALL ASPECTS OF CLUBHOUSE OPERATIONS AND DECISION MAKING. MEMBERS AND STAFF WORK SIDE BY SIDE TO ACCOMPLISH THE GOALS FOR EACH DAY. THESE LOCAL COMMUNITY CENTERS PROVIDE MEMBERS WITH OPPORTUNITIES TO BUILD LONG-TERM RELATIONSHIPS THAT, IN TURN, SUPPORT THEM IN OBTAINING EMPLOYMENT, EDUCATION, AND HOUSING. CLUBHOUSE PROGRAMS ARE LOCATED IN HOPKINS, MINNEAPOLIS, AND SAINT PAUL. THERE IS NO COST TO THE MEMBER FOR ENROLLMENT. CLUBHOUSE COMMUNITIES ENGAGE IN PRESENTATIONS AND ARTISTIC PERFORMANCES THAT TEACH THE COMMUNITY ABOUT LIVING WITH MENTAL HEALTH CHALLENGES AND HOW TO OVERCOME THEM. CLUBHOUSE PROGRAMS PREVENT CRISIS AND ARE LIFELONG RESOURCES. IN 2023, 777 SERVED THROUGH 16,213 VISITS.

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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 $833,562
Program Service Revenue $5,678,880
Investment Income $-145,702
Other Revenue $-9,594
TOTAL REVENUE $6,357,146

Expense Breakdown

Grants Paid $312,043
Salaries & Benefits $5,609,560
Fundraising Expenses $242,673
Program Expenses $6,067,502
Other Expenses $1,361,084
TOTAL EXPENSES $7,282,687

Year-over-Year Comparison

2023 2022 Change
Revenue $6,357,146 $8,212,466 -0.2%
Expenses $7,282,687 $8,846,202 -0.2%
Net Income $-925,541 $-633,736 +0.5%
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
14
Independent Members
14
Employees
114
Volunteers
83

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
$184,764
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMY MCMONAGLE BROWNE CHAIR 4.00
Officer Director
$0 $0 $0
KRISTY KRUEGER VICE CHAIR 2.00
Officer Director
$0 $0 $0
CHAR CHMIELEWSKI FIRST VICE CHAIR (THRU 4/23) 4.00
Officer Director
$0 $0 $0
CHERYL COLLINS TREASURER 2.00
Officer Director
$0 $0 $0
SHARON OSWALD SECRETARY 2.00
Officer Director
$0 $0 $0
BILL LONG DIRECTOR 2.00
Director
$0 $0 $0
CINDY THEIS DIRECTOR (THRU 12/23) 2.00
Director
$0 $0 $0
EPHREM ASFAW DIRECTOR (THRU 9/23) 2.00
Director
$0 $0 $0
FATUMA ALI DIRECTOR 2.00
Director
$0 $0 $0
JACQUELINE BONNEPRISE DIRECTOR 2.00
Director
$0 $0 $0
JUSTIN BURLESON DIRECTOR 2.00
Director
$0 $0 $0
KEVIN FILLIPS DIRECTOR 2.00
Director
$0 $0 $0
MARK JENSEN DIRECTOR 2.00
Director
$0 $0 $0
NACOLE KAAI DIRECTOR 2.00
Director
$0 $0 $0
NICK PALUCK DIRECTOR 2.00
Director
$0 $0 $0
SCOTT KERSSEN DIRECTOR 2.00
Director
$0 $0 $0
TED SCHATZ DIRECTOR 2.00
Director
$0 $0 $0
KARINA FORREST PERKINS PRESIDENT AND EXECUTIVE DIRECTOR 45.00
Officer
$176,202 $8,562 $184,764
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 $6,357,146 $7,282,687 $3,363,302 $-925,541
2022 $8,212,466 $8,846,202 $4,087,830 $-633,736
2021 $7,242,189 $7,649,348 $4,149,468 $-407,159
2020 $7,264,709 $6,507,104 $4,417,206 $757,605
2019 $5,793,938 $5,841,723 $4,018,269 $-47,785
2018 $5,315,876 $5,348,124 $4,127,508 $-32,248
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