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Independent School District No 535 Health & Dental Care

  • Rochester, MN
  • Tax-exempt since Aug. 1989
  • EIN: 41-6255919

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 tax deductible.

Summary charts: organization finances over time

Revenue
$33.9M (2023)

Expenses
$36.1M (2023)

Total Assets
$6.31M (2023)

Total Liabilities
$3.96M (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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,898,659
Expenses
$36,094,955
Net Income
-$2,196,296
Net Assets
$2,345,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,812,188
99.7%
Investment Income $86,471
0.3%
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 $291,761
0.8%
Assets/Debt
Total Assets $6,306,516
Total Liabilities $3,960,654
Net Assets $2,345,862
Compensation
Key Employees and Officers Compensation Related Other
John Carlson (Chief Administrative Officer) $0 $164,567 $31,255
Emily Lynch (Trustee) $0 $83,154 $19,207
Steve Gifford (Trustee) $0 $0 $0
Wayne Woxland (Trustee) $0 $0 $0
Karen Maclaughlin (Trustee (Beg May 2023)) $0 $16,000 $800
Jessica Garcia (Trustee (End May 2023)) $0 $16,000 $0
+ View more people

Document Links

990
Filed on May 10, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,608,097
Expenses
$38,983,301
Net Income
-$5,375,204
Net Assets
$4,559,407
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,526,935
99.8%
Investment Income $68,937
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,225
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $241,329
0.6%
Assets/Debt
Total Assets $8,853,710
Total Liabilities $4,294,303
Net Assets $4,559,407
Compensation
Key Employees and Officers Compensation Related Other
John Carlson (Trustee/Plan Admin) $0 $152,156 $43,756
Emily Lynch (Trustee) $0 $74,438 $19,454
Steve Gifford (Trustee) $0 $0 $0
Wayne Woxland (Trustee) $0 $0 $0
Jessica Garcia (Trustee) $0 $11,600 $0
+ View more people

Document Links

990
Filed on April 20, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,087,604
Expenses
$34,728,651
Net Income
-$1,641,047
Net Assets
$10,151,070
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,993,697
99.7%
Investment Income $82,376
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,531
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $301,076
0.9%
Assets/Debt
Total Assets $14,224,412
Total Liabilities $4,073,342
Net Assets $10,151,070
Compensation
Key Employees and Officers Compensation Related Other
John Carlson (Trustee/Plan Admin) $0 $156,702 $18,296
Emily Lynch (Trustee) $0 $74,005 $19,292
Mark Schleusner (Trustee (Through 12/2020)) $0 $7,200 $551
Steve Gifford (Trustee) $0 $0 $0
Wayne Woxland (Trustee) $0 $0 $0
Jessica Garcia (Trustee (Started 1/1/21)) $0 $0 $0
+ View more people

Document Links

990
Filed on May 11, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,186,436
Expenses
$31,086,947
Net Income
$2,099,489
Net Assets
$11,831,852
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,007,682
99.5%
Investment Income $178,754
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $282,786
0.9%
Assets/Debt
Total Assets $15,484,642
Total Liabilities $3,652,790
Net Assets $11,831,852
Compensation
Key Employees and Officers Compensation Related Other
John Carlson (Trustee/Plan Admin) $0 $150,107 $14,750
Emily Lynch (Trustee) $0 $72,114 $17,050
Mark Schleusner (Trustee) $0 $7,200 $360
Steve Gifford (Trustee) $0 $0 $0
Wayne Woxland (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,451,161
Expenses
$39,505,037
Net Income
-$6,053,876
Net Assets
$9,617,807
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,008,693
98.7%
Investment Income $442,468
1.3%
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 $313,520
0.8%
Assets/Debt
Total Assets $14,106,371
Total Liabilities $4,488,564
Net Assets $9,617,807
Compensation
Key Employees and Officers Compensation Related Other
Emily Lynch (Trustee) $0 $71,411 $16,711
John Carlson (Trustee/Plan Administrator) $0 $142,903 $18,904
Mark Schleusner (Trustee) $0 $7,200 $360
Steve Gifford (Trustee) $0 $0 $0
Wayne Woxland (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 15, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,601,640
Expenses
$27,072,079
Net Income
$5,529,561
Net Assets
$15,671,683
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,457,108
99.6%
Investment Income $144,532
0.4%
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 $301,846
1.1%
Assets/Debt
Total Assets $19,369,785
Total Liabilities $3,698,102
Net Assets $15,671,683
Compensation
Key Employees and Officers Compensation Related Other
Emily Lynch (Trustee) $0 $74,700 $16,936
Steve Gifford (Trustee) $0 $0 $0
Wayne Woxland (Trustee) $0 $0 $0
John Carlson (Trustee/Plan Administrator) $0 $137,129 $19,680
Gary Smith (Trustee) $0 $7,200 $0
+ View more people

Document Links

990
Filed on April 1, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,172,802
Expenses
$30,850,458
Net Income
$322,344
Net Assets
$10,142,122
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,053,168
99.6%
Investment Income $119,634
0.4%
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 $317,259
1.0%
Assets/Debt
Total Assets $14,001,190
Total Liabilities $3,859,068
Net Assets $10,142,122
Compensation
Key Employees and Officers Compensation Related Other
Emily Lynch (Trustee) $0 $70,767 $16,112
Steve Gifford (Trustee) $0 $0 $0
Wayne Woxland (Trustee) $0 $0 $0
John Carlson (Trustee/Plan Administrator) $0 $105,481 $12,948
Gary Smith (Trustee) $0 $7,200 $0
+ View more people

Document Links

990
Filed on Feb. 7, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,706,897
Expenses
$27,904,082
Net Income
$802,815
Net Assets
$9,894,279
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,656,358
99.8%
Investment Income $50,539
0.2%
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 $287,567
1.0%
Assets/Debt
Total Assets $13,161,141
Total Liabilities $3,266,862
Net Assets $9,894,279
Compensation
Key Employees and Officers Compensation Related Other
Bart Grafstrom (Trustee) $0 $77,213 $24,233
Steve Gifford (Trustee) $0 $0 $0
Wayne Woxland (Trustee) $0 $0 $0
Brooke Bass (Trustee/Plan Administrator) $0 $131,741 $29,276
Anne Becker (Trustee) $0 $7,200 $0
+ View more people

Document Links

990
Filed on Jan. 23, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,300,946
Expenses
$23,467,190
Net Income
$2,833,756
Net Assets
$9,091,464
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,285,380
99.9%
Investment Income $15,566
0.1%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $349,072
1.5%
Assets/Debt
Total Assets $12,190,185
Total Liabilities $3,098,721
Net Assets $9,091,464
Compensation
Key Employees and Officers Compensation Related Other
Bart Grafstrom (Trustee) $0 $79,480 $22,292
Steve Gifford (Trustee) $0 $0 $0
Wayne Woxland (Trustee) $0 $0 $0
Brooke Bass (Trustee/Plan Administrator) $0 $122,136 $31,214
Anne Becker (Trustee) $0 $7,200 $0
+ View more people

Document Links

990
Filed on Jan. 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,913,282
Expenses
$21,121,325
Net Income
$2,791,957
Net Assets
$7,586,140
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,888,282
99.9%
Investment Income $25,000
0.1%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $284,115
1.3%
Assets/Debt
Total Assets $10,725,855
Total Liabilities $3,139,715
Net Assets $7,586,140
Compensation
Key Employees and Officers Compensation Related Other
Bart Grafstrom (Trustee) $0 $71,210 $25,837
Steve Gifford (Trustee) $0 $0 $0
Wayne Woxland (Trustee) $0 $0 $0
Gary Smith (Trustee) $0 $7,200 $0
Brooke Bass (Trustee/Plan Administrator) $0 $90,108 $24,886
+ View more people

Document Links

990
Filed on Oct. 15, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,798,979
Expenses
$22,442,557
Net Income
-$643,578
Net Assets
$4,794,183
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,790,905
100.0%
Investment Income $8,074
0.0%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $280,838
1.3%
Assets/Debt
Total Assets $8,046,031
Total Liabilities $3,251,848
Net Assets $4,794,183

Document Links

990
Filed on Jan. 8, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,606,566
Expenses
$21,266,563
Net Income
-$659,997
Net Assets
$5,437,761
Notable Sources of Revenue Percent of Total Revenue
Contributions $128,321
0.6%
Program Services $20,472,087
99.3%
Investment Income $6,158
0.0%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $276,795
1.3%
Assets/Debt
Total Assets $8,195,306
Total Liabilities $2,757,545
Net Assets $5,437,761

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,129,662
Expenses
$19,634,692
Net Income
$494,970
Net Assets
$6,097,758
Notable Sources of Revenue Percent of Total Revenue
Contributions $74,537
0.4%
Program Services $20,043,100
99.6%
Investment Income $12,025
0.1%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $272,545
1.4%
Assets/Debt
Total Assets $8,213,040
Total Liabilities $2,115,282
Net Assets $6,097,758

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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