Relate Inc

Nonprofit profile at a glance

EIN
410993494
IRS 990 coverage
2013–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Minnetonka, MN, USA
Phone
9523959977
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Family Counseling

Official website

Reported finances

Revenue
$9,663,190
Expenses
$9,962,829
Assets
$5,193,553
Liabilities
$3,481,635

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

19 people listed

Executive titles in this filing

  • Margy Herbert (President)
  • Marisa Plescia (Vice President)
  • Joan Twiton (Executive Director)

Highest reported compensation

  • Joan Twiton (Executive Director): $168,367 total reported compensation
  • Anita Silver (Finance Director): $119,849 total reported compensation
  • Eva Fink (Clinical Director of Offic): $117,058 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Relate has provided community based mental and chemical health services since 1969. Our mission is to provide high-quality, culturally responsive, inclusive mental health services to our community. Relate is an Essential Community Provider, a designation for providers that support underserved and low-income populations. We offer an income-based, sliding fee scale to remove financial barriers.

What it reported doing in 2024

Individual and family therapy - Relate provides both mental and chemical health prevention and intervention counseling to individuals, couples, and families. Services are provided to all ages. Services offered include Individual, Family, and Couples Counseling; Group Therapy; Psychological Assessment; Psychiatric Services; Chemical Health Assessment; Early Intervention Groups; and Community Education. Services are in person and via telehealth.Uncompensated care: Relate is a mission-driven non-profit and as such, we never turn anyone away for an inability to pay.

Operating model

Revenue model
Earned-program. 85% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 70
  • Accountability: 100
  • Sustainability: 25
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77.1%; rating input score 77
  • Program expense ratio: 79.5%; rating input score 79
  • Fundraising efficiency: $28.05 raised per $1 spent on fundraising; rating input score 68; 68th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • 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: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -3.1%; rating input score 24; 24th percentile among comparable filings
  • Total-asset coverage ratio: 0.52; rating input score 18; 18th percentile among comparable filings
  • Liabilities to assets ratio: 0.67; rating input score 14; 14th percentile among comparable filings
  • Officer compensation ratio: 4.1%; rating input score 61; 61st percentile among comparable filings

Growth

  • Program expense growth: 13.8% per year; rating input score 100; 75th percentile among comparable filings
  • Revenue growth: 14.1% per year; rating input score 100; 80th percentile among comparable filings
  • Asset growth: 11.3% per year; rating input score 100; 63rd percentile among comparable filings

Details

  • Where the money goes: 77.1% of revenue deployed · 79.5% of spending went to programs
  • Governance: 16 of 16 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $7.9M in reported program spending
  • Leadership: top reported pay $168K · 19 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $112K reported
  • Consistency: 36 of 36 current checks pass
  • Schedules: 7 filed schedules · includes major donors and executive pay
  • Filing history: 12 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 24/100.
  • High — Sustainability: Total-asset coverage ratio scored 18/100.
  • High — Sustainability: Liabilities to assets ratio scored 14/100.