2024-11-15T11:09:20-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2023-01-01 410873104 WAYSIDE HOUSE INC WAYS 9529265626 3705 PARK CENTER BLVD ST LOUIS PARK MN 55416 AMY MORGAN CEO 9529265626 2024-11-15 1 1 KAREN A GRIES P00078514 6128764500 2024-11-15 2023 2024-10-15 13:58:12Z WAYSIDE RECOVERY CENTER AMY MORGAN 3705 PARK CENTER BLVD ST LOUIS PARK MN 55416 9209129 0 X WWW.WAYSIDERECOVERY.ORG X 1954 MN BREAKING THE CYCLE OF ADDICTION AND TRAUMA FOR WOMEN, CHILDREN, AND FAMILIES. 12 12 160 15 0 0 4302695 3920248 4298563 5200685 280 964 30020 71628 8631558 9193525 0 0 0 0 6682844 6323733 0 0 433762 3168332 2584184 9851176 8907917 -1219618 285608 4819178 4996754 3802316 3694710 1016862 1302044 X WOMEN'S TREATMENT CENTER (WTC) PROVIDES RESIDENTIAL TREATMENT FOR UP TO 41 WOMEN AT A TIME AND IS DESIGNED TO SERVE WOMEN WITH SUBSTANCE USE DISORDERS AND/OR MENTAL HEALTH CONDITIONS WHO: (1) HAVE HAD PREVIOUS UNSUCCESSFUL TREATMENT EXPERIENCES; (2) STRUGGLE WITH A SERIOUS MENTAL ILLNESS; (3) HAVE EXPERIENCED SIGNIFICANT DEVELOPMENTAL AND/OR SITUATIONAL TRAUMA; (4) ARE IMPOVERISHED AND HAVE LONG TERM HOMELESS CIRCUMSTANCES; AND/OR (5) ARE PREGNANT, POST-PARTUM, OR PARENTING. WOMEN RECEIVE COORDINATED BEHAVIORAL AND PHYSICAL HEALTH CARE TAILORED TO THEIR UNIQUE NEEDS AND TREATMENT HISTORY WHILE RECEIVING SUPPORT SERVICES FOR LONG TERM RECOVERY FROM OUR SKILLED AND CARING STAFF INCLUDING LICENSED ALCOHOL AND DRUG COUNSELORS, MENTAL HEALTH THERAPISTS, NURSES, MEDICAL DOCTOR, CASE MANAGERS AND PEER SUPPORT SPECIALISTS. WE ALSO PROVIDE MEDICATION ASSISTED TREATMENT (MAT) AND PSYCHIATRY. OUR COMPREHENSIVE SERVICES ENSURE THAT OUR CLIENT'S CHEMICAL, MENTAL AND PHYSICAL HEALTH CARE NEEDS ARE M 0 0 2787164 2269428 WOMEN'S TREATMENT CENTER (WTC) PROVIDES RESIDENTIAL TREATMENT FOR UP TO 41 WOMEN AT A TIME AND IS DESIGNED TO SERVE WOMEN WITH SUBSTANCE USE DISORDERS AND/OR MENTAL HEALTH CONDITIONS WHO: (1) HAVE HAD PREVIOUS UNSUCCESSFUL TREATMENT EXPERIENCES; (2) STRUGGLE WITH A SERIOUS MENTAL ILLNESS; (3) HAVE EXPERIENCED SIGNIFICANT DEVELOPMENTAL AND/OR SITUATIONAL TRAUMA; (4) ARE IMPOVERISHED AND HAVE LONG TERM HOMELESS CIRCUMSTANCES; AND/OR (5) ARE PREGNANT, POST-PARTUM, OR PARENTING. WOMEN RECEIVE COORDINATED BEHAVIORAL AND PHYSICAL HEALTH CARE TAILORED TO THEIR UNIQUE NEEDS AND TREATMENT HISTORY WHILE RECEIVING SUPPORT SERVICES FOR LONG TERM RECOVERY FROM OUR SKILLED AND CARING STAFF INCLUDING LICENSED ALCOHOL AND DRUG COUNSELORS, MENTAL HEALTH THERAPISTS, NURSES, MEDICAL DOCTOR, CASE MANAGERS AND PEER SUPPORT SPECIALISTS. WE ALSO PROVIDE MEDICATION ASSISTED TREATMENT (MAT) AND PSYCHIATRY. OUR COMPREHENSIVE SERVICES ENSURE THAT OUR CLIENT'S CHEMICAL, MENTAL AND PHYSICAL HEALTH CARE NEEDS ARE MET AND THAT AT DISCHARGE THEY ARE CONNECTED TO COMMUNITY SUPPORTS INCLUDING HOUSING, FOOD AND FINANCIAL SECURITY, INSURANCE, AND A SUPPORT NETWORK. LOCATION: ST. LOUIS PARK, MN. IN 2023, 339 WOMEN WERE ENGAGED IN WOMEN'S TREATMENT. 2438688 1746526 FAMILY TREATMENT CENTER (FTC) MAINTAINS THE FAMILY UNIT BY ALLOWING MOTHERS TO ENTER TREATMENT PREGNANT OR ALONG WITH HER CHILDREN TO AVOID THE LONG TERM EFFECTS OF SEPARATION. MANY WOMEN ARE INVOLVED IN THE CHILD PROTECTION SYSTEM AND ARE WORKING TOWARDS REUNIFICATION OR ENTER TREATMENT WHILE PREGNANT AND DELIVER THEIR BABY WHILE IN OUR CARE. WOMEN RECEIVE SERVICES FOR ADDICTION, PARENTING, UNDERSTANDING HOW THEIR ADDICTION CONTRIBUTES TO THE ADVERSE CHILDHOOD EXPERIENCES (ACES) OF THEIR CHILDREN, AND IMPROVING RELATIONSHIP SKILLS TO ACHIEVE COMMUNITY ENGAGEMENT SUCCESS AND ULTIMATELY BREAK THE MULTI-GENERATIONAL TRANSMISSION OF RISK. EVERY WOMAN AND HER CHILD(REN) RECEIVES A CHILD AND FAMILY SERVICES COUNSELOR WITH ACCESS TO PEER RECOVERY SUPPORTS AND IN-HOME CASE MANAGEMENT SERVICES. WAYSIDE PROVIDES AFRICAN AMERICAN WOMEN, CHILDREN, AND FAMILIES WITH A CULTURALLY SPECIFIC FAMILY SERVICES INCLUDING CASE MANAGERS, PEER RECOVERY SPECIALISTS, LICENSED ALCOHOL AND DRUG COUNSELORS, AND A MENTAL HEALTH THERAPIST EXPERIENCED IN PROVIDING CHILDREN'S MENTAL HEALTH SERVICES. ALL FAMILIES ALSO HAVE ACCESS TO PRIMARY CARE, MEDICATION ASSISTED TREATMENT (MAT), AND PSYCHIATRY. THEY CAN ALSO ENROLL IN CASE MANAGEMENT AND PEER SUPPORT WITH THE OPPORTUNITY FOR ONGOING SUPPORT SERVICES IN-HOME FOR UP TO 2 YEARS. LOCATION: MINNEAPOLIS, MN. IN 2023, 107 WOMEN AND THEIR 183 (98 ONSITE/85 OFFSITE) CHILDREN RECEIVED FAMILY TREATMENT. 1775147 1184731 WELLNESS OUTPATIENT CENTERS (WWC) PROVIDE OUTPATIENT SUBSTANCE USE DISORDER AND MENTAL HEALTH TREATMENT TO WOMEN WHO: (1) ARE FROM UNDERSERVED POPULATIONS OR RECEIVED SERVICES ELSEWHERE WITHOUT SUCCESS; (2) ARE AT AN EARLIER STAGE IN THEIR DISEASE TO DIMINISH CONSEQUENCES OF THE DISEASE; (3) NEED OVERALL HEALTH OF THEMSELVES AND THEIR FAMILIES ADDRESSED; AND (4) WOULD OTHERWISE RESULT IN NEEDING EMERGENCY CARE. FOR EACH CLIENT WE CREATE AN INDIVIDUALIZED TREATMENT PLAN AND MONITOR THEIR NEEDS. THE ADDITION AND EXPANSION OF THESE SERVICES ALLOWS US TO SERVE WOMEN, CHILDREN AND FAMILIES AT WHATEVER STAGE OF NEED THEY PRESENT AND GIVES US FLEXIBILITY TO TRANSITION CLIENTS BETWEEN FACILITIES AND DIFFERENT LEVELS OF CARE TO DIMINISH RECURRENCE OF USE AND PROVIDE LONG-TERM STABILITY. LOCATIONS: ST. PAUL, MN AND MINNEAPOLIS, MN. IN 2023, 69 WOMEN RECEIVED OUTPATIENT SUBSTANCE USE DISORDER TREATMENT. 7000999 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 13 0 160 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X AMY MORGAN EXECUTIVE DIRECTOR 9524057634 1600 UNIVERSITY AVE WEST 500 ST PAUL MN 55104 NWAY LINN CHIEF CLINICAL OFFICER 40.00 X 139558 0 7810 ANDREA VASQUEZ CHIEF OPERATING OFFICER 40.00 X 137674 0 9431 AMY MORGAN CEO 40.00 X 135100 0 0 ADEKOLA ADEDIRAN DIRECTOR OF REVENUE CYCLE 40.00 X 103230 0 7789 LORI HOEFENER PRESIDENT 4.00 X X 0 0 0 SUWANA KIRKLAND VICE PRESIDENT 4.00 X X 0 0 0 CHERYL DAVIDSON SECRETARY 4.00 X X 0 0 0 CHERYL JENSEN IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 ANNE BRECKBILL IMMEDIATE PAST VICE PRESIDENT 2.00 X 0 0 0 ANNIE WHITESEL DIRECTOR 2.00 X 0 0 0 CATHY PATTERSON DIRECTOR 2.00 X 0 0 0 CRESTA JONES DIRECTOR 2.00 X 0 0 0 JOHN MCDONOUGH DIRECTOR 2.00 X 0 0 0 KAREN MCGOWAN DIRECTOR 2.00 X 0 0 0 LAURIE HALVERSON DIRECTOR 2.00 X 0 0 0 MARY HODGE DIRECTOR 2.00 X 0 0 0 SARAH MURPHY DIRECTOR 2.00 X 0 0 0 TRACY JOHNSON DIRECTOR 2.00 X 0 0 0 515562 0 25030 4 0 1 0 BLUE CROSS BLUE SHEILD OF MN PO BOX 860448 MINNEAPOLIS MN 554860448 EMPLOYEE BENEFITS 480053 NEW HORIZON FOODS 211 2ND STREET NW ST MICHAEL MN 55376 FOOD SERVICE AT BOTH WOMEN'S AND FAMILY 463489 QUALIFACTS CREDIBLE 315 DEADERICK SUITE 2300 NASHVILLE TN 37238 ELECTRONIC HEALTH RECORD 125983 3 22549 2214013 1683686 7775 3920248 TREATMENT FEES 624200 4879994 4879994 HOUSING INCOME (RENT) 623990 224216 224216 HENNEPIN COUNTY GRANT 624200 96475 96475 5200685 1982 1982 1018 -1018 -1018 -1018 0 22549 14586 -14586 -14586 MISCELLANEOUS RECEIPTS 900099 43820 43820 DEBT FORGIVENESS 900099 42394 42394 86214 9193525 5200685 0 72592 320638 240479 80159 4957852 3928563 688422 340867 76307 56792 14587 4928 581949 433121 111248 37580 386987 288019 73978 24990 57140 1598 55542 222094 222094 14925 9144 5781 136594 136594 247526 98494 138920 10112 443902 443902 27287 27287 2466 1379 1087 52776 9696 43080 323257 288832 34425 73377 64020 6156 3201 FOOD 402442 402442 REPAIRS AND MAINTENANCE 229230 225772 3458 CLIENT SERVICES 172680 166377 6303 STAFF DEVELOPMENT 71377 71377 107111 107111 8907917 7000999 1473156 433762 155255 198612 77236 458323 338386 889824 1087711 714192 182960 104057 7901740 5506080 2608862 2395660 368768 236086 4819178 4996754 476630 579068 164322 55000 2786479 2770350 374885 290292 3802316 3694710 X 49452 1302044 967410 0 1016862 1302044 4819178 4996754 285608 -426 0 X 0 1 X 1 1 1 X 1878098 3405663 5309286 4302695 3920248 18815990 4684075 4445568 3822402 4298563 5200685 22451293 6562173 7851231 9131688 8601258 9120933 41267283 16726 25995 33381 12693 88795 0 16726 25995 33381 12693 88795 41178488 15765 8364 3914 280 1982 30305 15765 8364 3914 280 1982 30305 2979 14392 34364 11918 43820 107473 6580917 7873987 9169966 8613456 9166735 41405061 0.99450 0.99450 0.00070 0.00090 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RECEIPTS - 2019 AMOUNT: $ 2,979. 2020 AMOUNT: $ 14,392. 2021 AMOUNT: $ 34,364. 2022 AMOUNT: $ 11,918. 2023 AMOUNT: $ 43,820. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22224 22224 22224 22224 22224 81 81 22224 23042 -818 22224 22565 477 23042 0 0 441311 441311 6249973 4581401 1668572 1210456 924679 285777 2395660 CURRENT MATURITIES OF OPERATING LEASE LIABILITY 138156 LONG-TERM OPERATING LEASE LIABILITY 106105 UNEMPLOYMENT RESERVE 25050 SECURITY DEPOSIT LIABILITY 14321 MN CARE TAX PAYABLE 6660 290292 X 9193525 0 9193525 0 9193525 8907917 0 8907917 0 8907917 PART V, LINE 4: THE ENDOWMENT FUND IS RESTRICTED BY THE DONOR FOR THE PURPOSE OF HELPING GRADUATES OVERCOME HOUSING BARRIERS, SUCH AS RENT, SECURITY DEPOSITS, STORAGE FEES AND OTHER HOUSING NEEDS. GRANTS ARE MADE FROM THE INTEREST INCOME OF THIS FUND. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. FUNDRAISING EVENT 22549 22549 14586 22549 22549 14586 14586 -14586 X X X X 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AFTER THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER REVIEW THE FORM 990, THE FULL BOARD RECEIVED A COPY OF THE FORM 990 PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CLASSES OF INDIVIDUALS WITHIN THE ORGANIZATION COVERED BY THE POLICY INCLUDE DIRECTORS, OFFICERS, EMPLOYEES AND CONSULTANTS, WHICH ARE COLLECTIVELY REFERRED TO AS WAYSIDE PERSONNEL. THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL WAYSIDE PERSONNEL UPON JOINING THE ORGANIZATION. ANNUALLY, ALL WAYSIDE PERSONNEL REVIEW THE POLICY AND DISCLOSE, IN WRITING TO THE PRESIDENT OF THE BOARD OF DIRECTORS, ALL RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH HE/SHE IS INVOLVED WHICH COULD REASONABLY CONTRIBUTE TO A CONFLICT OF INTEREST, USING THE WAYSIDE RECOVERY CENTER CONFLICT OF INTEREST FORM. THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS THESE CONFLICT OF INTEREST FORMS TO MONITOR FOR POTENTIAL CONFLICTS. THOSE WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. PROCEEDINGS FROM CONFLICTS OF INTEREST ARE DOCUMENTED IN MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE WAYSIDE HOUSE BOARD OF DIRECTORS HAS ESTABLISHED THAT THE EXECUTIVE COMMITTEE WILL SERVE AS THE COMPENSATION COMMITTEE AND WILL CONDUCT AN ANNUAL WRITTEN EVALUATION OF THE CEO'S JOB PERFORMANCE. THE COMMITTEE MEETS INDEPENDENT OF THE CEO TO DISCUSS JOB PERFORMANCE RELATIVE TO THE POSITION DESCRIPTION. THE COMMITTEE MAY ALSO CONSIDER INPUT OBTAINED FROM OTHER BOARD MEMBERS, STAFF, AND PROFESSIONAL ADVISORS, GRANT RECIPIENTS, AND OTHER INFORMED COMMUNITY LEADERS. ONCE A CONSENSUS IS REACHED REGARDING JOB PERFORMANCE, THE COMMITTEE WILL DISCUSS COMPENSATION RELATIVE TO ANNUAL EXTERNAL BENCHMARKS, THE CEO'S ESTABLISHED OBJECTIVES, AND THE ORGANIZATION'S BUDGET AND RESOURCES. THE COMMITTEE WILL PRESENT ITS FINDINGS AND RECOMMENDATIONS, IN A CLOSED SESSION WITHOUT THE CEO PRESENT, TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. APPROVAL OF THE PERFORMANCE EVALUATION AND SALARY WILL BE REFLECTED IN THE MINUTES OF THE BOARD OF DIRECTORS MEETING. THE COMMITTEE DESIGNEE AND BOARD CHAIR WILL MEET WITH THE CEO TO DISCUSS AND DOCUMENT STRENGTHS, WEAKNESSES, GOALS, AND COMPENSATION FOR THE UPCOMING YEAR. CEO DETERMINES COMPENSATION OF OFFICERS AND KEY EMPLOYEES AFTER CONSULTATION WITH EXECUTIVE COMMITTEE OF BOARD. COMPENSATION IS BASED ON PERFORMANCE, MARKET COMPARISONS, AND BUDGET LIMITATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO BE VIEWED AT THE MAIN ADMINISTRATION OFFICE AS WELL AS AVAILABLE BY EMAIL TO ANY INTERESTED PARTY. WAYSIDE JERSEY AVE SUPPORTIVE HOUSING LLC 3705 PARK CENTER BLVD MINNEAPOLIS MN 55416 TO PROTECT THE ASSETS OF WAYSIDE, INC. SUPPORTIVE HOUSING APARTMENT BUILDING MN 4894 746410 WAYSIDE HOUSE INC