2023-11-15T12:16:36-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2022-01-01 410828779 AVIVO AVIV 6127528000 1900 CHICAGO AVENUE SOUTH MINNEAPOLIS MN 55404 KELLY MATTER PRESIDENT/CEO 6127528000 2023-11-14 1 KELLY MATTER 999009999 1 DANIEL PERSAUD P01603513 6123764500 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KELLY MATTER 1900 CHICAGO AVENUE SOUTH MINNEAPOLIS MN 55404 36123981 0 X HTTPS://AVIVOMN.ORG X 1956 MN AVIVO INCREASES WELL-BEING THROUGH RECOVERY AND CAREER ADVANCEMENT WHILE WORKING TO END HOMELESSNESS. 16 16 505 1433 0 0 26201154 23125192 13230385 11950180 19111 972158 148468 -20033 39599118 36027497 5083468 5300649 0 0 21419777 22504988 0 0 1270421 9058895 10571650 35562140 38377287 4036978 -2349790 27736019 24471866 15354806 14440443 12381213 10031423 X AVIVO INCREASES WELL-BEING THROUGH RECOVERY AND CAREER ADVANCEMENT WHILE WORKING TO END HOMELESSNESS. 0 0 16334632 4249417 6095706 ENDING HOMELESSNESS- AVIVO'S ENDING HOMELESSNES DIVISION UNIQUELY PAIRS HOUSING AND SHELTER SERVICES WITH MEDICAL CARE, TREATMENT, EMPLOYMENT SERVICES AND TRAINING DEPENDING ON THE INDIVIDUAL'S NEEDS TO SUPPORT PEOPLE EXPERIENCING HOMELESSNESS FIND AND KEEP PERMANENT HOUSING, SHELTER AND SUPPORT IN ORDER TO TAKE THEIR NEXT BEST STEPS TO STABILITY AND HEALTHIER WELL-BEING. 8913833 119105 5428638 INTEGRATED CHEMICAL & MENTAL HEALTH SERVICES- AVIVO'S CHEMICAL AND MENTAL HEALTH TEAM PROVIDES INTEGRATED OUTPATIENT AND RESIDENTIAL SUBSTANCE USE AND MENTAL HEALTH TREATMENT. MANY OF THE INDIVIDUALS WE SERVE ARE EXPERIENCING HOMELESSNESS AND/OR ARE LIVING IN POVERTY. WE SPECIALIZE IN CLINICAL TREATMENT, RECOVERY MAINTENANCE, AND SUPPORTIVE SERVICES FOR MEN AND WOMEN, AS WELL AS FAMILY SERVICES FOR THE CHILDREN OF PARTICIPANTS. ADDITIONALLY, AVIVO PROVIDES COMMUNITY-BASED CHEMICAL AND MENTAL HEALTH AND HOUSING SUPPORT TO SUPPORT RECOVERY AND WORK TO END HOMELESSNESS. 8152233 932127 425836 CAREER EDUCATION & EMPLOYMENT SERVICES-AVIVO'S LICENSED AND ACCREDITED INSTITUTE FOR CAREER AND TECHNICAL TRAINING PROVIDES A BROAD RANGE OF ASSESSMENT AND SHORT-TERM CONTEXTUALIZED, CREDENTIALED, INDUSTRY APPROVED POST-SECONDARY CAREER-BASED TRAINING. STUDENTS EARN CREDENTIALS THAT ARE RECOGNIZED BY INDUSTRY AND CREDITS THAT CAN TRANSFER TO ACCREDITED 2- AND 4-YEAR COLLEGES.AVIVO'S EMPLOYMENT AND FAMILY SERVICES INCLUDE A COMPREHENSIVE ARRAY OF ASSISTANCE DESIGNED TO PREPARE PEOPLE FOR AND CONNECT PEOPLE TO EMPLOYMENT AND CAREERS. WE SPECIALIZE IN SERVING INDIVIDUALS MOVING OFF PUBLIC ASSISTANCE (MFIP), AT-RISK YOUTH AGES 14-24, DISLOCATED WORKERS, INDIVIDUALS WITH DISABILITIES, IMMIGRANTS AND REFUGEES, AND OTHER UNEMPLOYED OR UNDER-EMPLOYED MINNESOTANS. 33400698 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 335 0 1 505 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X KELLY MATTER 6127528000 1900 CHICAGO AVENUE SOUTH MINNEAPOLIS MN 55404 KELLY MATTER PRESIDENT/CEO 40.00 1.00 X 243708 0 31694 BRUCE WENGER VP OF EXTERNAL RELATIONS 40.00 1.00 X 170998 0 15324 CHARLES MORGAN VP OF CHEMICAL & MENTAL HEALTH 40.00 1.00 X 156951 0 21743 EMILY BASTIAN VP OF ENDING HOMELESSNESS 40.00 1.00 X 152142 0 18820 METTE MCLOUGHLIN VP OF HUMAN RESOURCES 40.00 1.00 X 135172 0 34695 NICHOLAS FRY VP OF INFORMATION TECHNOLOGY AND COMPLIANCE 40.00 1.00 X 120082 0 18570 JILL BUTLER DIRECTOR 2.00 0.00 X 0 0 0 CHARLES ABRAHAMSON VICE CHAIR 2.00 0.00 X X 0 0 0 DAN JAEGER CHAIR 2.00 0.00 X X 0 0 0 CHRISTOPHER TOPPIN TREASURER 2.00 0.00 X X 0 0 0 DR THOMAS KEUL SECRETARY 2.00 0.00 X X 0 0 0 KATHLEEN MCCLUNG EXTERNAL RELATIONS CHAIR 2.00 0.00 X X 0 0 0 DR NICOLE COOPER DIRECTOR 2.00 0.00 X 0 0 0 EMILY HEBERT DIRECTOR 2.00 0.00 X 0 0 0 DARRIN KRENZ DIRECTOR 2.00 0.00 X 0 0 0 LAVELLE NEAL DIRECTOR 2.00 0.00 X 0 0 0 KATHRYN SCHOENROCK DIRECTOR 2.00 0.00 X 0 0 0 MARK SKUBIC DIRECTOR 2.00 0.00 X 0 0 0 CHAD UNDERWOOD DIRECTOR 2.00 0.00 X 0 0 0 BRIAN VAN ABEL DIRECTOR 2.00 0.00 X 0 0 0 JASON BEUMER DIRECTOR 2.00 0.00 X 0 0 0 RON ZWEBER DIRECTOR 2.00 0.00 X 0 0 0 979053 0 140846 10 0 1 0 RELATIVE INTEL 1430 CONCORDIA AVE UNIT 40031 SAINT PAUL MN 55104 SECURITY SERVICES 464865 AMERICAN SECURITY LLC MI 93 PO BOX 1150 MINNEAPOLIS MN 55480 SECURITY SERVICES 390231 SELINA CLEANING 944 NEWPORT AVE SHAKOPEE MN 55379 CLEANING SERVICES 161000 MARSH AND MCLENNAN AGENCY 62886 COLLECTION CENTER DRIVE CHICAGO IL 60693 INSURANCE SERVICES 148825 4 296900 315368 20732128 1780796 23125192 PROGRAM SERVICE FEES 624100 11939768 11939768 RENTAL INCOME - PROGRA 624100 10412 10412 11950180 329 329 971829 0 971829 971829 971829 30560 315368 96484 -65924 -65924 7070 0 7070 7070 MISCELLANEOUS REVENUE 900099 38821 38821 38821 36027497 11950180 0 952125 5300649 5300649 275402 220321 55081 18558690 16187911 1939008 431771 383143 337643 37270 8230 2086874 1828245 216660 41969 1200879 1046339 135943 18597 37660 37660 71147 71147 79997 79997 1585086 654041 277693 653352 25161 25161 1729532 1533949 164110 31473 3799285 3555227 212970 31088 116179 114733 1295 151 141453 88923 23290 29240 371025 352119 16305 2601 1104756 941933 159937 2886 220100 99356 117858 2886 BAD DEBT 714029 714029 EQUIPMENT PURCHASES REN 391855 327821 54969 9065 MEMBERSHIPS 59953 38610 21343 124432 58849 58471 7112 38377287 33400698 3706168 1270421 2280836 5389051 564900 366000 2826904 3386847 2108233 967880 976132 25895331 10422421 17171994 15472910 454247 241951 27736019 24471866 2232003 2219836 4382393 4125013 5295186 5208597 3445224 2886997 15354806 14440443 X 10547823 8235179 1833390 1796244 12381213 10031423 27736019 24471866 -2349790 0 X X 0 1 X 1 1 1 X 17336825 17977405 24171447 26201154 23125192 108812023 17336825 17977405 24171447 26201154 23125192 108812023 108812023 2 3426 5121 329 8878 12831 13058 2542 147929 38821 215181 109036082 58497821 0.99790 0.99800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 12,831. 2019 AMOUNT: $ 13,058. 2020 AMOUNT: $ 2,542. 2021 AMOUNT: $ 147,929. 2022 AMOUNT: $ 38,821. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 79997 79997 0 PART II-B, LINE 1: A RETAINER WAS PAID A THIRD PARTY TO LOBBY ON THE BEHALF OF AVIVO WITH RESPECT TO LEGISLATION THAT IMPACTS FUNDING FOR PROGRAMS THAT IMPACT THOSE SERVED BY THE ORGANIZATION. 0 0 976400 976400 17148788 5940272 11208516 2470827 2101069 369758 5299316 2381080 2918236 15472910 REFUNDABLE ADVANCES 22289 OPERATING LEASE LIABILITY 2864708 2886997 X PART X, LINE 2: THE ORGANIZATION IS CLASSIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL INCOME TAXES. AS SUCH, IT IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON NET UNRELATED BUSINESS INCOME. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS AND FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE (IRS). ACHIEVING DREAMS 153945 140130 13815 1500 10313 31 11716 NIGHT OF CHAMPIONS 115263 98518 16745 24272 2750 24758 1 76720 76720 5776 400 14968 345928 315368 30560 1500 40361 3181 51442 96484 -65924 1 CLOTHING ASSISTANCE 178 5798 FMV STORE VALUE CARDS HOUSING ASSISTANCE 1104 3885383 FMV HOUSING RELATED PAYMENTS TO LANDLORDS/UTILITIES FOOD ASSISTANCE 1210 244471 FMV STORE VALUE CARDS AND MEALS EDUCATIONAL ASSISTANCE 1202 267561 FMV ASSISTANCE WITH DOCUMENT REQUIREMENTS TRANSPORTATION ASSISTANCE 2505 306408 FMV STORE VALUE CARDS/TOKENS FOR PUBLIC TRANSPORTATION AND FUEL PERSONAL NEEDS 954 480369 FMV MISC. PERSONAL NEEDS ASSISTANCE PART I, LINE 2: ELIGIBILITY, SELECTION AND SUBSTANTIATION REQUIREMENTS ARE SPECIFIED BY THE GRANTING ENTITIES. ALL SUCH REQUIREMENTS ARE DOCUMENTED ACCORDING TO THE GRANTOR'S SPECIFICATIONS. ALL REQUESTS FOR GRANT AND ASSISTANCE PAYMENTS ARE DOCUMENTED AND APPROVED PRIOR TO PAYMENT. PAYMENTS ARE GENERALLY MADE TO APPROPRIATE SERVICE OR PRODUCT VENDORS RATHER THAN DIRECTLY TO THE PROGRAM PARTICIPANT. X X X 0 0 0 0 0 0 0 0 0 KELLY MATTER PRESIDENT/CEO 243708 0 0 0 0 0 27000 0 4694 0 275402 0 0 0 BRUCE WENGER VP OF EXTERNAL RELATIONS 170998 0 0 0 0 0 14658 0 666 0 186322 0 0 0 CHARLES MORGAN VP OF CHEMICAL & MENTAL HEALTH 156951 0 0 0 0 0 6600 0 15143 0 178694 0 0 0 EMILY BASTIAN VP OF ENDING HOMELESSNESS 152142 0 0 0 0 0 9368 0 9452 0 170962 0 0 0 METTE MCLOUGHLIN VP OF HUMAN RESOURCES 135172 0 0 0 0 0 22385 0 12310 0 169867 0 0 0 A CITY OF LANDFALL VILLAGE 2017-05-31 3913000 TO REFINANCE EXISTING BONDS AND MORTGAGE NOTES, AND PROPERTY IMPROVEMENTS 0 0 0 B MINNEAPOLIS COMMUNITY DEVELOPMENT AGENCY 416009115 2018-09-13 1750000 CAPITAL PROJECTS 0 0 0 A 799771 3913000 2267367 73330 1572303 2017 0 0 1 1 B 257867 1750000 1750000 2018 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 1 B 1 FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE BOARD AS ELECTED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS ONLY THE POWERS AS DELEGATED AND SET FORTH BY THE BOARD OF DIRECTORS. ANY ACTION TAKEN SHALL BE REPORTED IN MINUTES AND TO THE BOARD AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE 990 DATA IS COMPILED BY THE ACCOUNTING TEAM AND ADDED TO THE CLA 990 EXCHANGE FOR AVIVO BY THE CFO/CONTROLLER. EACH SECTION OF THE 990 IS REVIEWED BY THE CFO AND THEN BY THE CEO. UPON FINAL DRAFT, THE 990 IS REVIEWED AND APPROVED BY THE INTERNAL RELATIONS COMMITTEE AND THEN BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL AVIVO BOARD MEMBERS AND ALL EMPLOYEES ARE COVERED BY THE CONFLICT OF INTEREST POLICY. ANNUALLY BOTH BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY, IN ORDER TO DECLARE ANY, THUS FAR, UNDECLARED CONFLICTS OF INTERESTS OR POTENTIAL CONFLICTS OF INTEREST. THE BOARD CHAIRPERSON AND THE PRESIDENT/CEO REVIEW BOARD MEMBER CONFLICT OF INTEREST DISCLOSURES. THE CONFLICT OF INTEREST DISCLOSURE FORM INCLUDES INSTRUCTIONS TO THE BOARD MEMBER REGARDING THE MANNER IN WHICH THE BOARD MEMBER MUST HANDLE SITUATIONS THAT COULD OR DO PRESENT A CONFLICT OF INTEREST, SHOULD THESE SITUATIONS ARISE. THE BOARD CHAIRPERSON AND THE PRESIDENT/CEO ARE RESPONSIBLE FOR ONGOING MONITORING OF BOARD MEMBER ACTIONS THAT ARE POTENTIAL OR ACTUAL CONFLICTS. THE EMPLOYEE'S SUPERVISOR AND THE PRESIDENT/CEO REVIEW EMPLOYEE CONFLICT OF INTEREST DISCLOSURES. THE CONFLICT OF INTEREST DISCLOSURE FORM INCLUDES INSTRUCTIONS TO THE EMPLOYEE REGARDING THE MANNER IN WHICH THE EMPLOYEE MUST HANDLE SITUATIONS THAT COULD OR DO PRESENT A CONFLICT OF INTEREST, SHOULD THESE SITUATIONS ARISE. EMPLOYEE'S SUPERVISORS ARE RESPONSIBLE FOR ONGOING MONITORING OF EMPLOYEE ACTIONS THAT ARE POTENTIAL OR ACTUAL CONFLICTS. EXAMPLES OF RESTRICTIONS INCLUDE: 1. REQUIRING A BOARD MEMBER EMPLOYED BY ANOTHER ORGANIZATION THAT COULD COMPETE FOR SIMILAR CONTRACTS NOT TO OBTAIN UNAUTHORIZED INFORMATION, OR IF SHE/HE IS IN POSSESSION OF INFORMATION IN THE COURSE OF PERFORMING HER/HIS BOARD DUTIES THAT IMPROVES THE COMPETITIVENESS OF HER/HIS EMPLOYER SHE/HE MAY NOT USE THIS INFORMATION TO HER/HIS ADVANTAGE. 2. REQUIRING AN EMPLOYEE WHO VOLUNTEERS AT ANOTHER NONPROFIT ORGANIZATION SIMILAR TO AVIVO NOT TO USE AVIVO CURRICULA OR APPROACHES AS A VOLUNTEER INSTRUCTOR. IF A POTENTIAL CONFLICT ARISES DURING THE YEAR, THE DIVISION VICE PRESIDENT AND THE PRESIDENT/CEO, OR THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND WHETHER THE PROPOSED TRANSACTION MAY BE APPROVED. THE CONFLICT OF INTEREST TRANSACTION MAY NOT BE APPROVED UNLESS SUCH PERSON(S) OR BODY DETERMINES, IN THE EXERCISE OF GOOD FAITH JUDGMENT, THAT THE PROPOSED TRANSACTION IS FAIR AND REASONABLE AND , IF UNDERTAKEN, DOES NOT UNDERMINE OR CONFLICT WITH THE ORGANIZATION'S MISSION. IN EVERY CASE, THE INDIVIDUAL INVOLVED IN THE CONFLICT OF INTEREST WILL BE EXCLUDED FROM THE DISCUSSION AND APPROVAL OF THE PROPOSED TRANSACTION. DISCLOSURES AND PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE BOARD EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION OF THE PRESIDENT/CEO. THE VICE PRESIDENT OF HUMAN RESOURCES PROVIDES THE BOARD EXECUTIVE COMMITTEE WITH NONPROFIT EXECUTIVE DIRECTOR COMPENSATION STUDIES. THESE STUDIES INCLUDE THE ANNUAL MINNEAPOLIS STAR TRIBUNE COMPENSATION REPORT FOR SOCIAL SERVICE EXECUTIVES AND THE MINNESOTA COUNCIL OF NONPROFIT SALARY SURVEY, WITH COMPENSATION INFORMATION PRESENTED ACCORDING TO THE BUDGET LEVEL OF THE ORGANIZATION. THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION FOR THE PRESIDENT/CEO AND DOCUMENTS DELIBERATIONS IN MEETING MINUTES. THE COMPENSATION OF OTHER OFFICERS IS REVIEWED IN THREE WAYS. SALARY LEVELS ARE ESTABLISHED BASED ON A REVIEW OF THE MINNESOTA COUNCIL OF NONPROFITS ANNUAL MINNESOTA NONPROFIT SALARY AND BENEFITS SURVEY. ALSO, ALL SALARY LEVELS ARE REVIEWED ANNUALLY BY THE VICE PRESIDENT OF HUMAN RESOURCES, ALONG WITH THE AGENCY'S POSITION CLASSIFICATION SYSTEM. PROPOSED ADJUSTMENTS TO THE SALARY SCHEDULE ARE PRESENTED ANNUALLY TO THE BOARD EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. INDIVIDUAL COMPENSATION REVIEWS ARE THE RESPONSIBILITY OF THE KEY EMPLOYEE'S SUPERVISOR, UTILIZING THE CLASSIFICATION SYSTEM SALARY SCHEDULE AND ADJUSTING SALARIES FOR MERIT INCREASES BASED ON PERFORMANCE AS THE ANNUAL PERFORMANCE APPRAISALS ARE CONDUCTED. A SKILLS BASED VOLUNTEER COMPLETED A COMPREHENSIVE MARKET SURVEY AND SALARY SCHEDULE FOR ALL LEVELS OF THE ORGANIZATION IN 2016. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. THE ORGANIZATION DOES MAKE ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. AVIVO HOUSING LLC 1900 CHICAGO AVENUE MINNEAPOLIS MN 55404 854014510 PROVIDE HOUSING FOR INDIVIDUALS EXPERIENCING OR AT RISK OF HOMELESSNESS. MN 58078 5855000 AVIVO HELP ENABLE ALCOHOLICSADDICTS RECEIVE TREATMENT INC 1900 CHICAGO AVENUE MINNEAPOLIS MN 55404 237259792 HELP PEOPLE WITH CHEMICAL DEPENDENCY RECEIVE TREATMENT MN 501(C)(3) LINE 7 AVIVO 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0