Pine Habilitation and Supported Employment Inc

What it reported doing in 2024

Pine habilitation and supported employment, inc (phase): phase provides services to students and adults experiencing an intellectual/developmental disability, traumatic brain injury, and/or severe and persistent mental illness in east-central and south-western mn. Employment and day services focus on community-integrated supports, community life engagement (cle), employment skill development and employment placement to assist participants in discovering & achieving their optimum potential and growth. Individual programs are person-centered and designed to fit each person's unique needs, interests and goals. Assisting participants in finding and retaining employment in the community is one of the major goals in this program. Phase also operates several micro-industries, such as retail outlets (heritage barnwood, heritage thrift store, heritage home creations). Instead of these micro-industries serving as a long-term employment option for individuals served, they continue to be transformed to provide employment training, experience, and market-readiness in pursuit of competitive employment for program participants. Across the calendar year, phase served over 450 individuals in ma waiver & vocational rehabilitation service programs, and helped 139 individuals newly access services. This included individuals served through advance opportunities, a similar provider organization that merged into phase in april 2024. A major goal in that merger was to increase access to services for individuals on a "wait list." phase was able to reduce the waitlist by 39% between 4/1/24 and 12/31/24, marking a significant improvement in service access compared to earlier years. Further, approximately nine out of ten individuals served in ma waiver programs met or made progress toward or fully met their individualized outcomes & goals, and competitive employment placements saw a year-over-year increase.across all programs, 2024 marked a successful first full year of supports since phase relinquished its commensurate wage certificate in mid-2023, supporting full community and employment inclusion for over 150 individuals who had previously been paid under the commensurate wage certificate.

Financial Efficiency

• Mission deployment rate: 61.4%; rating input score 61
• Program expense ratio: 84.4%; rating input score 84
• Fundraising efficiency: Limited

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
• Pay-setting controls: Limited
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
• Governance controls: 8 of 9 controls in place; rating input score 89
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: Fail
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 28.2%; rating input score 83; 83rd percentile among comparable filings
• Total-asset coverage ratio: 1.53; rating input score 52; 52nd percentile among comparable filings
• Liabilities to assets ratio: 0.14; rating input score 52; 52nd percentile among comparable filings
• Officer compensation ratio: 4.9%; rating input score 54; 54th percentile among comparable filings

Growth

• Program expense growth: 3.2% per year; rating input score 100; 29th percentile among comparable filings
• Revenue growth: 6.4% per year; rating input score 100; 51st percentile among comparable filings
• Asset growth: 8.7% per year; rating input score 100; 53rd percentile among comparable filings