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Dakota County United Educators Dental Reimbursement Fund

Smola James N Ttee

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$2.4M (2023)

Expenses
$2.25M (2023)

Total Assets
$1.59M (2023)

Total Liabilities
$603k (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 Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,399,636
Expenses
$2,245,675
Net Income
$153,961
Net Assets
$989,276
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,369,758
98.8%
Investment Income $29,878
1.2%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $78,683
3.5%
Assets/Debt
Total Assets $1,592,678
Total Liabilities $603,402
Net Assets $989,276
Compensation
Key Employees and Officers Compensation Related Other
Justine Kolb (Fund Adminis) $54,839 $0 $0
Kate Schmidt (President) $0 $0 $0
Judy Hayes (Trustee) $0 $0 $0
Shaun Lindquist (Trustee) $0 $0 $0
Angela Mahowald (Trustee) $0 $0 $0
Ryan Roseen (Trustee) $0 $0 $0
Peggy Ringgenberg (Trustee) $0 $0 $0
Emma Ryan (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,308,019
Expenses
$2,137,773
Net Income
$170,246
Net Assets
$835,315
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,293,935
99.4%
Investment Income $13,599
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $485
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $72,092
3.4%
Assets/Debt
Total Assets $1,427,501
Total Liabilities $592,186
Net Assets $835,315
Compensation
Key Employees and Officers Compensation Related Other
Justine Kolb (Fund Adminis) $89,419 $0 $0
Kate Schmidt (President) $0 $0 $0
Suzy Heilman (Trustee) $0 $0 $0
Heather Houlding (Trustee) $0 $0 $0
Angela Mahowald (Trustee) $0 $0 $0
Ryan Roseen (Trustee) $0 $0 $0
Peggy Ringgenberg (Trustee) $0 $0 $0
Emma Ryan (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,253,288
Expenses
$2,177,697
Net Income
$75,591
Net Assets
$665,069
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,234,310
99.2%
Investment Income $18,258
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $720
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $95,265
4.4%
Assets/Debt
Total Assets $1,310,164
Total Liabilities $645,095
Net Assets $665,069
Compensation
Key Employees and Officers Compensation Related Other
Justine Kolb (Fund Adminis) $55,349 $0 $0
Kate Schmidt (President) $0 $0 $0
Suzy Heilman (Trustee) $0 $0 $0
Heather Houlding (Trustee) $0 $0 $0
Angela Mahowald (Trustee) $0 $0 $0
Ryan Roseen (Trustee) $0 $0 $0
Peggy Ringgenberg (Trustee) $0 $0 $0
Emma Ryan (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,090,641
Expenses
$1,942,251
Net Income
$148,390
Net Assets
$589,478
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,071,574
99.1%
Investment Income $17,910
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,157
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $80,435
4.1%
Assets/Debt
Total Assets $1,244,831
Total Liabilities $655,353
Net Assets $589,478
Compensation
Key Employees and Officers Compensation Related Other
Justine Kolb (Fund Adminis) $51,735 $0 $0
Kate Schmidt (President) $0 $0 $0
Emma Ryan (Trustee) $0 $0 $0
Ryan Roseen (Trustee) $0 $0 $0
Peggy Ringgenberg (Trustee) $0 $0 $0
Suzy Heilman (Trustee) $0 $0 $0
Angela Grace (Trustee) $0 $0 $0
Heather Houlding (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,850,020
Expenses
$2,153,752
Net Income
-$303,732
Net Assets
$441,088
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,828,281
98.8%
Investment Income $18,548
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,191
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $77,728
3.6%
Assets/Debt
Total Assets $1,118,175
Total Liabilities $677,087
Net Assets $441,088
Compensation
Key Employees and Officers Compensation Related Other
Justine Kolb (Fund Adminis) $52,957 $0 $15,894
Kate Schmidt (President) $0 $0 $0
Emma Ryan (Trustee) $0 $0 $0
Ryan Roseen (Trustee) $0 $0 $0
Peggy Ringgenberg (Trustee) $0 $0 $0
Suzy Heilman (Trustee) $0 $0 $0
Angela Grace (Trustee) $0 $0 $0
Sue Hannasch (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,809,489
Expenses
$2,178,807
Net Income
-$369,318
Net Assets
$744,820
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,793,242
99.1%
Investment Income $16,247
0.9%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $88,502
4.1%
Assets/Debt
Total Assets $1,431,063
Total Liabilities $686,243
Net Assets $744,820
Compensation
Key Employees and Officers Compensation Related Other
Justine Kolb (Fund Adminis) $48,622 $0 $11,979
Kate Schmidt (President) $0 $0 $0
Emma Ryan (Trustee) $0 $0 $0
Ryan Roseen (Trustee) $0 $0 $0
Peggy Rmggenberg (Trustee) $0 $0 $0
Suzy Heilman (Trustee) $0 $0 $0
Angela Grace (Trustee) $0 $0 $0
Sue Hannasch (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,759,359
Expenses
$2,122,975
Net Income
-$363,616
Net Assets
$1,114,138
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,742,306
99.0%
Investment Income $16,453
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $600
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $82,033
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $10,315
0.5%
Assets/Debt
Total Assets $1,699,592
Total Liabilities $585,454
Net Assets $1,114,138
Compensation
Key Employees and Officers Compensation Related Other
Justine Nelson (Dental Fund Administrator) $47,840 $0 $9,203
Teresa Zimanski (Dental Fund Administrator) $27,833 $0 $0
Kathryn Schmidt (President) $0 $0 $0
Ryan Roseen (Trustee) $0 $0 $0
Suzanne Hielman (Trustee) $0 $0 $0
Sue Hannasch (Trustee) $0 $0 $0
Angela Grace (Trustee) $0 $0 $0
Peggy Riggenberg Scovil (Trustee) $0 $0 $0
Emma Ryan (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,730,775
Expenses
$2,113,156
Net Income
-$382,381
Net Assets
$1,477,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,712,124
98.9%
Investment Income $18,651
1.1%
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 $74,635
3.5%
Professional Fundraising Fees $0
Other Salaries and Wages $7,699
0.4%
Assets/Debt
Total Assets $2,137,968
Total Liabilities $660,214
Net Assets $1,477,754
Compensation
Key Employees and Officers Compensation Related Other
Justine Nelson (Dental Fund Administrator) $46,016 $0 $0
Teresa Zimanski (Dental Fund Administrator) $26,814 $0 $0
Kathryn Schmidt (President) $0 $0 $0
Ryan Roseen (Trustee) $0 $0 $0
Suzanne Hielman (Trustee) $0 $0 $0
Sue Hannasch (Trustee) $0 $0 $0
Angela Grace (Trustee) $0 $0 $0
David J Katzenmeyer (Trustee) $0 $0 $0
Peggy Riggenberg Scovil (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,725,701
Expenses
$1,670,228
Net Income
$55,473
Net Assets
$1,860,135
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,691,228
98.0%
Investment Income $34,473
2.0%
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 $50,539
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $17,478
1.0%
Assets/Debt
Total Assets $2,375,754
Total Liabilities $515,619
Net Assets $1,860,135
Compensation
Key Employees and Officers Compensation Related Other
Justine Nelson (Dental Fund Administrator) $33,245 $0 $0
Teresa Zimanski (Dental Fund Administrator) $13,082 $0 $0
Kathryn Schmidt (President) $0 $0 $0
Ryan Roseen (Trustee) $0 $0 $0
Suzanne Hielman (Trustee) $0 $0 $0
Sue Hannasch (Trustee) $0 $0 $0
Angela Grace (Trustee) $0 $0 $0
David J Katzenmeyer (Trustee) $0 $0 $0
Peggy Riggenberg Scovil (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,649,713
Expenses
$1,579,330
Net Income
$70,383
Net Assets
$1,804,662
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,619,022
98.1%
Investment Income $30,691
1.9%
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 $22,423
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $41,626
2.6%
Assets/Debt
Total Assets $2,275,793
Total Liabilities $471,131
Net Assets $1,804,662
Compensation
Key Employees and Officers Compensation Related Other
Justine Nelson (Dental Fund Administrator) $36,267 $0 $0
Teresa Zimanski (Dental Fund Administrator) $14,273 $0 $0
James Smola (President (Thru 6/30/14)) $0 $0 $0
Kathryn Schmidt (President (As Of 7/1/14)) $0 $0 $0
Ryan Roseen (Trustee) $0 $0 $0
Loralu Meyer (Trustee) $0 $0 $0
Donald Perkins (Trustee) $0 $0 $0
Sally Hokkanen (Trustee) $0 $0 $0
David J Katzenmeyer (Trustee) $0 $0 $0
John Kyle (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,593,772
Expenses
$1,474,845
Net Income
$118,927
Net Assets
$1,734,279
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,563,788
98.1%
Investment Income $29,984
1.9%
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 $28,288
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $27,867
1.9%
Assets/Debt
Total Assets $2,240,610
Total Liabilities $506,331
Net Assets $1,734,279

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,598,481
Expenses
$1,552,617
Net Income
$45,864
Net Assets
$1,615,352
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,563,021
97.8%
Investment Income $35,460
2.2%
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 $28,666
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $17,238
1.1%
Assets/Debt
Total Assets $2,150,087
Total Liabilities $534,735
Net Assets $1,615,352

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,601,047
Expenses
$1,467,987
Net Income
$133,060
Net Assets
$1,569,488
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,565,876
97.8%
Investment Income $35,171
2.2%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $37,450
2.6%
Assets/Debt
Total Assets $2,013,786
Total Liabilities $444,298
Net Assets $1,569,488

Document Links

Fiscal Year Ending Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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

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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