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Cokato Charitable Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$8.06M (2023)

Expenses
$7.22M (2023)

Total Assets
$9.66M (2023)

Total Liabilities
$5.18M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,056,289
Expenses
$7,223,267
Net Income
$833,022
Net Assets
$4,480,544
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,112
0.3%
Program Services $7,130,243
88.5%
Investment Income $308,596
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$11,400
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $601,738
7.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $200,694
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $3,168,226
43.9%
Assets/Debt
Total Assets $9,656,815
Total Liabilities $5,176,271
Net Assets $4,480,544
Compensation
Key Employees and Officers Compensation Related Other
Tresha Melquist (Administrator/Ceo) $114,304 $0 $12,370
Jamie Christianson (Office Manager) $69,570 $0 $7,956
Steven Hanson (Chair) $0 $0 $0
Lyle Severson (Vice Chair (Thru May 2023)) $0 $0 $0
Peggy Carlson (Secretary/Treasurer) $0 $0 $0
Allan Anderson Trustee Thru (May 2023)/Vice Chair (As Of June)) $0 $0 $0
Peter Bortnem (Trustee) $0 $0 $0
Dean Svela (Trustee) $0 $0 $0
Jesse Carlson (Trustee) $0 $0 $0
Cindy Luhman (Trustee) $0 $0 $0
Kate Keith (Trustee (As Of Jan 2024)) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,893,560
Expenses
$8,004,275
Net Income
$889,285
Net Assets
$3,631,460
Notable Sources of Revenue Percent of Total Revenue
Contributions $561,329
6.3%
Program Services $5,819,552
65.4%
Investment Income $59,507
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,453,172
27.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $212,424
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $3,674,994
45.9%
Assets/Debt
Total Assets $9,130,389
Total Liabilities $5,498,929
Net Assets $3,631,460
Compensation
Key Employees and Officers Compensation Related Other
James Broich Former (Administrator/Finance Director) $120,071 $0 $0
Tresha Melquist (Administrator/Ceo) $90,581 $0 $12,341
Jamie Christianson (Office Manager) $61,020 $0 $7,938
Steven Hanson (Chair) $0 $0 $0
Lyle Severson (Vice Chair) $0 $0 $0
Peggy Carlson (Secretary/Treasurer) $0 $0 $0
Allan Anderson (Trustee) $0 $0 $0
Peter Bortnem (Trustee) $0 $0 $0
Dean Svela (Trustee) $0 $0 $0
Jesse Carlson (Trustee) $0 $0 $0
Cindy Luhman (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,785,306
Expenses
$8,258,297
Net Income
$527,009
Net Assets
$2,990,011
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,442,029
16.4%
Program Services $7,299,522
83.1%
Investment Income $43,755
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $382,464
4.6%
Professional Fundraising Fees $0
Other Salaries and Wages $4,089,726
49.5%
Assets/Debt
Total Assets $9,103,416
Total Liabilities $6,113,405
Net Assets $2,990,011
Compensation
Key Employees and Officers Compensation Related Other
James Broich Administrator (Finance Director (Thru Feb. 2021)) $157,268 $0 $0
Tresha Melquist (Administrator (As Of Feb. 2021)) $80,948 $0 $12,300
Jamie Christianson (Office Manager) $58,082 $0 $7,913
Steven Hanson (Chair) $0 $0 $0
Lyle Severson (Vice Chair) $0 $0 $0
Peggy Carlson (Secretary) $0 $0 $0
Allan Anderson (Trustee) $0 $0 $0
Peter Bortnem (Trustee) $0 $0 $0
Dean Svela (Trustee) $0 $0 $0
Jesse Carlson (Trustee) $0 $0 $0
Cindy Luhman (Trustee) $0 $0 $0
Suzanne Kaczmarek (Trustee (Thru March 2021)) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,856,214
Expenses
$7,879,868
Net Income
-$23,654
Net Assets
$2,414,774
Notable Sources of Revenue Percent of Total Revenue
Contributions $105,182
1.3%
Program Services $7,687,072
97.8%
Investment Income $59,287
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $4,673
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $407,903
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $3,823,004
48.5%
Assets/Debt
Total Assets $10,048,520
Total Liabilities $7,633,746
Net Assets $2,414,774
Compensation
Key Employees and Officers Compensation Related Other
James Broich Administrator (Finance Director (Jan Sept)) $223,886 $0 $3,151
Patrick Rafferty (Administrator (Oct Feb)) $50,003 $0 $0
Anita Carlson (Finance Director (Oct Dec)) $20,839 $0 $4,207
Steven Hanson (Chair) $0 $0 $0
Lyle Severson (Vice Chair) $0 $0 $0
Peggy Carlson (Secretary) $0 $0 $0
Allan Anderson (Trustee) $0 $0 $0
Suzanne Kaczmarek (Trustee) $0 $0 $0
Peter Bortnem (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,776,374
Expenses
$7,802,065
Net Income
-$25,691
Net Assets
$2,409,196
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,650
0.2%
Program Services $7,719,224
99.3%
Investment Income $44,500
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $106,497
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $4,029,664
51.6%
Assets/Debt
Total Assets $9,192,499
Total Liabilities $6,783,303
Net Assets $2,409,196
Compensation
Key Employees and Officers Compensation Related Other
James Broich (Ceo(oct June)) $104,586 $0 $5,873
Steven Hanson (Chair) $0 $0 $0
Lyle Severson (Vice Chair) $0 $0 $0
Peggy Carlson (Secretary/Treasurer) $0 $0 $0
Allan Anderson (Trustee) $0 $0 $0
Suzanne Kaczmarek (Trustee) $0 $0 $0
Peter Forsman (Trustee) $0 $0 $0
Peter Bortnem (Trustee) $0 $0 $0
Patrick Rafferty (Administrator(july Sep)) $0 $0 $0
Anita Carlson (Director Of Finance(aug Sep)) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,519,201
Expenses
$7,139,088
Net Income
$380,113
Net Assets
$2,401,265
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,518
0.0%
Program Services $7,472,948
99.4%
Investment Income $39,725
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,010
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $109,617
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $3,658,422
51.2%
Assets/Debt
Total Assets $9,485,635
Total Liabilities $7,084,370
Net Assets $2,401,265
Compensation
Key Employees and Officers Compensation Related Other
James Broich (Administrator) $96,018 $0 $5,711
Steven Hanson (Chair) $0 $0 $0
Lyle Severson (Vice Chair) $0 $0 $0
Peggy Carlson (Secretary/Treasurer) $0 $0 $0
Allan Anderson (Trustee) $0 $0 $0
Suzanne Kaczmarek (Trustee) $0 $0 $0
Peter Forsman (Trustee) $0 $0 $0
Peter Bortnem (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,451,365
Expenses
$7,034,158
Net Income
$417,207
Net Assets
$2,066,379
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,407
0.1%
Program Services $7,232,904
97.1%
Investment Income $28,409
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $183,645
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $107,295
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $3,615,175
51.4%
Assets/Debt
Total Assets $9,609,709
Total Liabilities $7,543,330
Net Assets $2,066,379
Compensation
Key Employees and Officers Compensation Related Other
James Broich (Administrator) $97,274 $0 $6,804
Steven Hanson (Chair) $0 $0 $0
Lyle Severson (Vice Chair) $0 $0 $0
Peggy Carlson (Secretary/Treasurer) $0 $0 $0
Allan Anderson (Trustee) $0 $0 $0
Suzanne Kaczmarek (Trustee) $0 $0 $0
Jim Nelson (Trustee (Through 1/1/17)) $0 $0 $0
Peter Forsman (Trustee) $0 $0 $0
Peter Bortnem (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,682,730
Expenses
$6,670,234
Net Income
$12,496
Net Assets
$1,674,937
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,440
0.0%
Program Services $6,649,669
99.5%
Investment Income $31,621
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $111,407
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $3,414,152
51.2%
Assets/Debt
Total Assets $9,797,741
Total Liabilities $8,122,804
Net Assets $1,674,937
Compensation
Key Employees and Officers Compensation Related Other
James Broich (Administrator) $103,309 $0 $13,926
Steven Hanson (Chair) $0 $0 $0
Jim Nelson (Vice Chair) $0 $0 $0
Peggy Carlson (Secretary/Treasurer) $0 $0 $0
Allan Anderson (Trustee) $0 $0 $0
Suzanne Kaczmarek (Trustee) $0 $0 $0
Lyle Severson (Trustee) $0 $0 $0
Peter Forsman (Trustee) $0 $0 $0
Peter Bortnem (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,566,072
Expenses
$6,480,018
Net Income
$86,054
Net Assets
$1,650,693
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,281
0.1%
Program Services $6,523,496
99.4%
Investment Income $38,295
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $131,723
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $3,152,936
48.7%
Assets/Debt
Total Assets $10,103,000
Total Liabilities $8,452,307
Net Assets $1,650,693
Compensation
Key Employees and Officers Compensation Related Other
Kathy Kratz (Office Manager (Thru Nov 2014)) $60,844 $0 $2,970
James Broich (Administrator) $59,346 $0 $7,032
Steven Hanson (Chair) $0 $0 $0
Jim Nelson (Vice Chair) $0 $0 $0
Peggy Carlson (Secretary/Treasurer) $0 $0 $0
Allan Anderson (Trustee) $0 $0 $0
Suzanne Kaczmarek (Trustee) $0 $0 $0
Lyle Severson (Trustee) $0 $0 $0
Peter Forsman (Trustee) $0 $0 $0
Peter Bortnem (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,202,772
Expenses
$6,157,275
Net Income
$45,497
Net Assets
$1,579,317
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,172
0.0%
Program Services $6,155,004
99.2%
Investment Income $34,674
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $15,000
0.2%
Net Fundraising $0
Sales of Assets -$3,078
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $164,070
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $2,796,754
45.4%
Assets/Debt
Total Assets $10,411,336
Total Liabilities $8,832,019
Net Assets $1,579,317
Compensation
Key Employees and Officers Compensation Related Other
Nancy Stratman (Administrator (Thru Jan 2014)) $110,422 $0 $13,817
Kathy Kratz (Office Manager (Thru Nov 2014)) $52,586 $0 $14,574
Steven Hanson (Chair) $0 $0 $0
Jim Nelson (Vice Chair) $0 $0 $0
Peggy Carlson (Secretary/Treasurer) $0 $0 $0
Allan Anderson (Trustee) $0 $0 $0
Suzanne Kaczmarek (Trustee) $0 $0 $0
Lyle Severson (Trustee) $0 $0 $0
Peter Forsman (Trustee) $0 $0 $0
Peter Bortnem (Trustee) $0 $0 $0
James Broich (Administrator (As Of May 2014)) $0 $0 $0
Tom Opatz (Interim Administrator (Jan May 2014)) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,538,073
Expenses
$6,204,757
Net Income
$333,316
Net Assets
$1,527,991
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,110
0.2%
Program Services $6,480,470
99.1%
Investment Income $33,611
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $15,000
0.2%
Net Fundraising $0
Sales of Assets -$1,118
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $178,159
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $2,823,156
45.5%
Assets/Debt
Total Assets $10,804,572
Total Liabilities $9,276,581
Net Assets $1,527,991

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,540,166
Expenses
$6,132,094
Net Income
$408,072
Net Assets
$1,226,915
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,377
0.0%
Program Services $6,521,234
99.7%
Investment Income $33,584
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $12,900
0.2%
Net Fundraising $0
Sales of Assets -$28,929
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $184,459
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $2,827,677
46.1%
Assets/Debt
Total Assets $10,787,081
Total Liabilities $9,560,166
Net Assets $1,226,915

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,661,443
Expenses
$6,058,711
Net Income
$602,732
Net Assets
$805,213
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,015
0.1%
Program Services $6,613,935
99.3%
Investment Income $41,230
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,263
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $113,312
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $2,710,237
44.7%
Assets/Debt
Total Assets $10,590,194
Total Liabilities $9,784,981
Net Assets $805,213

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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