METROPOLITAN AREA AGENCY ON AGING INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- METROPOLITAN AREA AGENCY ON AGING INC (EIN 41-1774247)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202203139349304550
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T14:30:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411397419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Abdo LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 Eden Ave Ste 250 | AddressLine1Txt |
| City | Edina | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411774247 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Metropolitan Area Agency on Aging Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | METR | BusinessNameControlTxt |
| Phone | 6516418612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1265 Grey Fox Rd Ste 2 | AddressLine1Txt |
| City | Arden Hills | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dawn Simonson | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 6516418612 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Dawn | PersonFirstNm |
| Person Last | Simonson | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven D Anseth CPA | PreparerPersonNm |
| PTIN | P00552219 | PTIN |
| Phone | 9528359090 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trellis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dawn Simonson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1265 Grey Fox Rd Ste 2 | AddressLine1Txt |
| City | Arden Hills | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,162,582 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.trellisconnects.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | Assist older adults to age in their community with dignity and independence. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 136 | TotalEmployeeCnt |
| Total Volunteers | 77 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,052,276 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,949,231 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $135,248 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $186,027 | CYProgramServiceRevenueAmt |
| PY Investment Income | $928 | PYInvestmentIncomeAmt |
| CY Investment Income | $768 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $25,188,452 | PYTotalRevenueAmt |
| CY Total Revenue | $24,136,026 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,604,944 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,847,902 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,760,128 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,121,643 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,381,663 | PYOtherExpensesAmt |
| CY Other Expenses | $2,588,738 | CYOtherExpensesAmt |
| PY Total Expenses | $24,746,735 | PYTotalExpensesAmt |
| CY Total Expenses | $24,558,283 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $441,717 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$422,257 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,744,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,002,435 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,851,907 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,532,220 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,892,472 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,470,215 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Trellis (the Organization) assists individuals to age successfully and develops the capacity of communities to care for an aging population. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,564,965 | ExpenseAmt |
| Grant | $13,564,965 | GrantAmt |
| Desc | Funding to Community PartnersTrellis manages Older Americans Act funding and other federal and state funding that is awarded to community-based organizations that support older adults to live healthy and connected lives in their communities. The funding provides services such as home-delivered meals and group dining, caregiver support and respite care services, assisted transportation, health promotion, and chore and homemaker services. In 2021, 1,077,271 meals were provided in group settings and delivered to individuals in their homes. In addition, 24,266 units of counseling, support group, and other assistance for caregivers of older adults. Trellis also provided 21,125 hours of chore and homemaker services, including 99 home modification projects, that help older adults continue to live in their own homes. The Organization gave 22,218 rides to individuals who have difficulties (physical or cognitive) using other forms of transportation.Special Access:Provided 15,504 hours of services to individuals and 709 group events to overcome cultural/language barriers in making community and government services accessible.Telephone Reassurance: Made 8,500 calls with isolated older persons to provide social contact and ensure continued well-being.Assistance/Education: Provided 6,895 hours of legal assistance.COVID-Specific Services:Organized 43 vaccine clinics in community settings, serving 11,300 people.Health Promotions:Offered 66 classes that help people take preventative care to stay healthy, manage chronic conditions and prevent falls. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,901,787 | ExpenseAmt |
| Desc | Information and AssistanceIn partnership with the Minnesota Board on Aging, Trellis provides Senior LinkAge Line services in the Twin Cities metro area. During 2021, we had 81,000+ points of contact with older adults and caregivers providing information and resources on Medicare, housing, transportation, financial services and other community supports. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,976,884 | ExpenseAmt |
| Grant | $282,937 | GrantAmt |
| Revenue | $186,027 | RevenueAmt |
| Desc | JuniperJuniper delivers evidence-based health and wellness classes to help Minnesotans improve their health and reduce disease and injury. The Juniper network comprises community organizations, healthcare organizations and class leaders. In 2021, Juniper completed 354 classes with 3,876 participants. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $139,343 | Pension and Retirement RightsTrellis Pension and Retirement Rights (formerly Upper Midwest Pension Rights) provides free legal counseling to individuals with pension or retirement plan issues in six states--Minnesota, Wisconsin, Iowa, North Dakota, South Dakota and Nebraska. In 2021, 179 new clients were assisted and $1,028,662 retirement funds were recovered. |
| $146,957 | ElderCare Development PartnershipsElderCare Development Partnership team members help community organizations build capacity for serving older adults and caregivers. They connect individuals and groups and help to design new initiatives and collaborations across the metro area. In 2021, Trellis organized 43 vaccine clinics in community settings, serving 11,300 people. |
| $212,486 | Dementia Friendly InitiativesTrellis supports statewide initiatives to help people with memory loss to thrive. ACT on Alzheimer's equips communities to support people who are impacted by Alzheimer's disease and other dementias. In 2021, ACT launched Dementia Friendly for Healthcare with tools to help dentists and medical clinics to be more dementia aware. Dementia Friends Minnesota leads free information sessions across the state. The Remember Project uses the arts to reduce the stigma of memory loss. The Remember Project engaged 2,068 participants in online and in-person events. At the end of 2021, there were 22,500 Dementia Friends in Minnesota. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $498,786 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $21,942,422 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 136 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amanda Wall Dotray | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6516418612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1265 Grey Fox Rd Ste 2 | AddressLine1Txt |
| City | Arden Hills | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55112 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Kris Orluck | |||||||
| Chair | 6.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Vanne Owens Hayes | |||||||
| Vice Chair | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| David Van Sant | |||||||
| Treasurer | 4.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Barb Blumer | |||||||
| Secretary | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Randy Maluchnik | |||||||
| Immediate Past Chair | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jeff Bangsberg | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Iris Freeman | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Edwina Garcia | |||||||
| Board Member | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| Kendall Johnson | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Sumee Lee | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Power | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ram Rajagopalan | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Mike Rothman | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| John Selstad | |||||||
| Board Member | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Becky Stibbe | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Sarah Urtel | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary Youle | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Dawn Simonson | |||||||
| President and CEO | 40.00 | Yes (X) | $137,972 | $0 | $16,880 | ||
| Amanda Wall Dotray | |||||||
| Vice President of Finance | 40.00 | Yes (X) | $112,118 | $0 | $26,601 | ||
| Bradley Bettger | |||||||
| Vice President of Technology and Facilities | 40.00 | $105,496 | $0 | $6,744 | Yes (X) | ||
| Julie Roles | |||||||
| Vice President of Communications and Advocacy | 40.00 | $104,675 | $0 | $14,202 | Yes (X) | ||
| Rebecca Ervasti | |||||||
| Vice President of Human Resources | 40.00 | $103,424 | $0 | $15,705 | Yes (X) | ||
| Mark Cullen | |||||||
| Vice President of Strategy and Business Developmen | 40.00 | $101,950 | $0 | $12,723 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $665,635 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $92,855 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 W 3rd Street Suite 200 | AddressLine1Txt |
| City | Davenport | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Application development support and prof | ServicesDesc |
| Compensation | $300,323 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $22,617,011 | GovernmentGrantsAmt |
| All Other Contributions | $1,332,220 | AllOtherContributionsAmt |
| Total Contributions | $23,949,231 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Registrations and other program s | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $186,027 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $186,027 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $186,027 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $768 | TotalRevenueColumnAmt |
| Exclusion | $768 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,556 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,556 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,136,026 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $186,027 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $768 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,847,902 | TotalAmt |
| Program Services | $13,847,902 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $758,490 | TotalAmt |
| Program Services | $677,141 | ProgramServicesAmt |
| Management And General | $81,349 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,611,912 | TotalAmt |
| Program Services | $4,850,422 | ProgramServicesAmt |
| Management And General | $761,490 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,319 | TotalAmt |
| Program Services | $250,254 | ProgramServicesAmt |
| Management And General | $30,065 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $966,391 | TotalAmt |
| Program Services | $814,707 | ProgramServicesAmt |
| Management And General | $151,684 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,531 | TotalAmt |
| Program Services | $450,419 | ProgramServicesAmt |
| Management And General | $54,112 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,101 | TotalAmt |
| Program Services | $920 | ProgramServicesAmt |
| Management And General | $8,181 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,133 | TotalAmt |
| Program Services | $4,764 | ProgramServicesAmt |
| Management And General | $42,369 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,064,675 | TotalAmt |
| Program Services | $811,285 | ProgramServicesAmt |
| Management And General | $253,390 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,484 | TotalAmt |
| Program Services | $28,450 | ProgramServicesAmt |
| Management And General | $5,034 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,549 | TotalAmt |
| Program Services | $67,305 | ProgramServicesAmt |
| Management And General | $3,244 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,674 | TotalAmt |
| Program Services | -$39,071 | ProgramServicesAmt |
| Management And General | $605,745 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,391 | TotalAmt |
| Program Services | $7,802 | ProgramServicesAmt |
| Management And General | $589 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,393 | TotalAmt |
| Program Services | $44,831 | ProgramServicesAmt |
| Management And General | $57,562 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,650 | TotalAmt |
| Management And General | $205,650 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,330 | TotalAmt |
| Program Services | $8,509 | ProgramServicesAmt |
| Management And General | $44,821 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Supplies | $247,082 | $96,074 | $151,008 |
| Other costs | $161,436 | $1,868 | $159,568 |
| Repairs and Maintenance | $18,840 | $18,840 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,558,283 | TotalAmt |
| Program Services | $21,942,422 | ProgramServicesAmt |
| Management And General | $2,615,861 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,854,109 | BOYAmt |
| EOY | $3,070,711 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,178,227 | BOYAmt |
| EOY | $4,236,263 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,715 | BOYAmt |
| EOY | $195,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $573,407 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $325,328 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,622 | BOYAmt |
| EOY | $248,079 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,706 | BOYAmt |
| EOY | $251,816 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,744,379 | BOYAmt |
| EOY | $8,002,435 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,806,674 | BOYAmt |
| EOY | $4,461,862 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,233 | BOYAmt |
| EOY | $70,358 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,851,907 | BOYAmt |
| EOY | $4,532,220 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,266,860 | BOYAmt |
| EOY | $1,416,062 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,625,612 | BOYAmt |
| EOY | $2,054,153 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,892,472 | BOYAmt |
| EOY | $3,470,215 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,744,379 | BOYAmt |
| EOY | $8,002,435 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$422,257 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,328,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,191,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,512,141 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,052,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,949,231 | CurrentTaxYearAmt |
| Total | $101,033,611 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,328,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,191,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,512,141 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,052,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,949,231 | CurrentTaxYearAmt |
| Total | $101,033,611 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,620,084 | SubstantialContributorsTotAmt |
| Public Support Total170 | $98,413,527 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,122 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,324 | CurrentTaxYearAmt |
| Total | $110,927 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $101,144,538 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $800,795 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $256,423 | OtherCostOrOtherBasisAmt |
| Depreciation | $90,862 | DepreciationAmt |
| Book Value | $165,561 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $316,984 | OtherCostOrOtherBasisAmt |
| Depreciation | $234,466 | DepreciationAmt |
| Book Value | $82,518 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $248,079 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (48 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Arrowhead Area Agency on Aging | ||||||||
| 221 West 1st Street | Duluth | MN | 55802 | 410914274 | 501(c)3 | $128,540 | $0 | Juniper |
| Land of the Dancing Sky AAA | ||||||||
| 109 S Minnesota St | Warren | MN | 56762 | 411231594 | $29,597 | $0 | Juniper | |
| MN River Area Agency on Aging | ||||||||
| 201 N Broad St Suite 102 | Mankato | MN | 56001 | 261632413 | 501(c)3 | $65,680 | $0 | Juniper |
| Sanford Health Network | ||||||||
| 1305 W 18th Street PO Box 5039 | Sioux Falls | SD | 57117 | 460388596 | 501(c)3 | $52,800 | $0 | Juniper |
| Amherst Wilder Foundation | ||||||||
| 451 Lexington Avenue | St Paul | MN | 55104 | 410693889 | 501(c)3 | $110,378 | $0 | Supportive, Health Promotion, and Caregiver Services (Titles IIIB, IIID, & IIIE OAA) |
| Anoka County Community Action Program | ||||||||
| 1201 89th Avenue NE 345 | Blaine | MN | 55434 | 416048575 | 501(c)3 | $77,614 | $0 | Supportive Services (Title IIIB - OAA) |
| Anoka Co Sr Caregiver Network | ||||||||
| 2100 3rd Avenue North 500 | Anoka | MN | 55303 | 416005752 | $98,052 | $0 | Caregiver Services (Title IIIE OAA) | |
| Bhutanese Community of MN | ||||||||
| 2499 Rice St Ste 150 | Roseville | MN | 55113 | 364670106 | 501(c)3 | $40,000 | $0 | Supportive Services (Title IIIB - OAA) |
| Brian Coyle Community Center | ||||||||
| 420 15th Avenue South | Minneapolis | MN | 55454 | 410916478 | 501(c)3 | $91,788 | $0 | Supportive Services (Title IIIB - OAA) |
| CAPI USA | ||||||||
| 5930 Brooklyn Blvd | Brooklyn Center | MN | 55429 | 411417198 | 501(c)3 | $69,700 | $0 | Caregiver Services (Title IIIE OAA) |
| Centro Inc | ||||||||
| 1915 Chicago Avenue | Minneapolis | MN | 55404 | 411290349 | 501(c)3 | $107,424 | $0 | Supportive & Caregiver Services (Titles IIIB & IIIE OAA) |
| CLUES | ||||||||
| 797 E 7th Street | St Paul | MN | 55106 | 411389686 | 501(c)3 | $39,858 | $0 | Supportive Services (Titles IIIB OAA) |
| Commonbond Communities | ||||||||
| 1080 Montreal Ave | St Paul | MN | 55116 | 411260469 | 501(c)3 | $104,950 | $0 | Supportive & Health Promotion Services (Titles IIIB & IIID OAA) |
| Consumer Directions Inc | ||||||||
| 425 E St Germain Street 200 | St Cloud | MN | 56304 | 412019048 | $29,315 | $0 | Supportive, Nutrition & Caregiver Services (Titles IIIB, IIIC & IIIE OAA) | |
| DARTS | ||||||||
| 1645 Marthaler Lane | St Paul | MN | 55118 | 411326631 | 501(c)3 | $182,441 | $0 | Supportive & Caregiver Services (Titles IIIB & IIIE OAA) |
| Division of Indian Work | ||||||||
| 1001 East Lake Street | Minneapolis | MN | 55407 | 815265328 | 501(c)3 | $33,864 | $0 | Supportive Services (Title IIIB - OAA) |
| Eastside Neighborhood Services Inc | ||||||||
| 1700 2nd Street Northeast | Minneapolis | MN | 55413 | 410873798 | 501(c)3 | $257,656 | $0 | Supportive & Caregiver Services (Titles IIIB & IIIE OAA) |
| Faith Community Nurse Network | ||||||||
| 475 Cleveland Ave N Ste 205 | St Paul | MN | 55104 | 202562054 | $38,239 | $0 | Supportive & Health Promotion Services (Titles IIIB & IIID OAA) | |
| Family Means | ||||||||
| 1875 Northwestern Avenue North | Stillwater | MN | 55082 | 416045574 | 501(c)3 | $135,311 | $0 | Caregiver Services (Title IIIE OAA) |
| Minnesota Jewish Community Center | ||||||||
| 1375 St Paul Avenue | St Paul | MN | 55116 | 410698596 | 501(c)3 | $71,647 | $0 | Supportive Services (Title IIIB - OAA) |
| Jewish Family & Children's Services of Minneapolis | ||||||||
| 5905 Golden Valley Rd | Golden Valley | MN | 55422 | 410693860 | 501(c)3 | $88,000 | $0 | Supportive Services (Title IIIB - OAA) |
| Jewish Family Service of St Paul | ||||||||
| 1633 West 7th Street | St Paul | MN | 55102 | 410694697 | 501(c)3 | $73,179 | $0 | Supportive & Caregiver Services (Titles IIIB & IIIE OAA) |
| Help at Your Door | ||||||||
| 8441 Wayzata Blvd | Golden Valley | MN | 55426 | 411433859 | 501(c)3 | $217,292 | $0 | Supportive Services (Title IIIB - OAA) |
| Hope Presbyterian Church | ||||||||
| 7132 Portland Ave S | Richfield | MN | 55423 | 410804987 | 501(c)3 | $29,258 | $0 | Vaccine Expand Access |
| Keystone Community Services | ||||||||
| 2000 Saint Anthony Avenue | St Paul | MN | 55104 | 410693924 | 501(c)3 | $20,000 | $0 | Vaccine Expand Access |
| Korean Service Center | ||||||||
| 630 Cedar Avenue | Minneapolis | MN | 55454 | 411678348 | 501(c)3 | $172,642 | $0 | Supportive, Caregiver & Health Promotion Services (Titles IIIB, IIIE & IIID OAA) |
| Lao Advancement Organization of America | ||||||||
| 2648 W Broadway Avenue | Minneapolis | MN | 55411 | 411651825 | 501(c)3 | $139,620 | $0 | Supportive Services (Title IIIB - OAA) |
| Living at Home Block Nurse Program | ||||||||
| 1376 Hoyt Ave W | St Paul | MN | 55108 | 363512437 | 501(c)3 | $80,150 | $0 | Supportive & Caregiver Services (Title IIIB & IIIE OAA) |
| Longfellow Seward Healthy Seniors | ||||||||
| 3131 Minnehaha Ave Suite A | Minneapolis | MN | 55406 | 411886110 | 501(c)3 | $25,000 | $0 | Supportive Services (Title IIIB - OAA) |
| Lutheran Social Service of MN | ||||||||
| 2485 Como Avenue | St Paul | MN | 55108 | 410872993 | 501(c)3 | $64,625 | $0 | Caregiver Services (Title IIIE OAA) |
| Lyngblomsten Services | ||||||||
| 1415 Almond Avenue | St Paul | MN | 55108 | 411310487 | 501(c)3 | $117,245 | $0 | Caregiver & Health Promotion Services (Title IIIE & IIID OAA) |
| Mid MN Legal Aid | ||||||||
| 111 N 5th St 100 | Minneapolis | MN | 55403 | 410797355 | 501(c)3 | $140,000 | $0 | Supportive Services (Title IIIB - OAA) |
| Metro Meals on Wheels | ||||||||
| 1200 Washington Ave S | Minneapolis | MN | 55415 | 311501057 | 501(c)3 | $2,228,165 | $0 | Supportive & Nutrition Services (Title IIIB & IIIC OAA, NSIP & State sources) |
| NewTrax | ||||||||
| 3700 Hwy 61 N 100 | White Bear Lake | MN | 55110 | 274476087 | $50,756 | $0 | Supportive Services (Title IIIB - OAA) | |
| NE Youth & Family Services | ||||||||
| 3490 Lexington Avenue North | Shoreview | MN | 55126 | 411284306 | 501(c)3 | $55,717 | $0 | Supportive Services (Title IIIB - OAA) |
| Normandale Center for Healing & Wholeness | ||||||||
| 6100 Normandale Avenue | Edina | MN | 55436 | 411959179 | 501(c)3 | $97,000 | $0 | Caregiver Services (Title IIIE OAA) |
| Open Arms of Minnesota | ||||||||
| 2500 Bloomington Ave S | Minneapolis | MN | 55404 | 411681317 | $2,604,812 | $0 | Nutrition Services (Title IIIC OAA, NSIP & State sources) | |
| Presbyterian Homes & Services | ||||||||
| 2845 Hamline Avenue North | Roseville | MN | 55113 | 417587560 | 501(c)3 | $2,960,633 | $0 | Supportive & Nutrition Services (Title IIIB & IIIC OAA, NSIP & State sources) |
| Scott-Carver-Dakota Cap Agency | ||||||||
| 738 1st Avenue East | Shakopee | MN | 55379 | 410903890 | 501(c)3 | $937,663 | $0 | Supportive & Nutrition Services (Titles IIIB & IIIC OAA, NSIP & State sources) |
| Senior Community Services | ||||||||
| 10201 Wayzata Boulevard Ste 335 | Minnetonka | MN | 55305 | 410720473 | 501(c)3 | $195,527 | $0 | Supportive & Caregiver Services (Titles IIIB & IIIE OAA) |
| Seniors for Better Living | ||||||||
| 1961 Sherwood Ave | St Paul | MN | 55119 | $8,101 | $0 | Vaccine Expand Access | ||
| SEWA | ||||||||
| 3702 E Lake Street Ste 300 | Minneapolis | MN | 55406 | 050608392 | $75,501 | $0 | Supportive Services (Title IIIB - OAA) | |
| Southeast Seniors | ||||||||
| 22 Malcolm Ave SE Ste 125 | Minneapolis | MN | 55414 | 363579534 | 501(c)3 | $40,496 | $0 | Supportive Services (Title IIIB - OAA) |
| Southern MN Regional Legal Services | ||||||||
| 55 East 5th Street | St Paul | MN | 55101 | 411316151 | 501(c)3 | $140,000 | $0 | Supportive Services (Title IIIB - OAA) |
| Touchstone Mental Health Services | ||||||||
| 2312 Snelling Ave | Minneapolis | MN | 55404 | 411920740 | $25,000 | $0 | Supportive Services (Title IIIB - OAA) | |
| United Cambodian Association of MN | ||||||||
| 1385 Mendota Heights Rd Ste 500 | Mendota Heights | MN | 55120 | 411631017 | 501(c)3 | $54,852 | $0 | Supportive Services (Title IIIB - OAA) |
| Vietnamese Social Services | ||||||||
| 277 University Ave W | St Paul | MN | 55103 | 363532232 | 501(c)3 | $68,987 | $0 | Supportive Services (Title IIIB - OAA) |
| Volunteers of AmericaMN | ||||||||
| 7625 Metro Boulevard | Edina | MN | 55439 | 411554078 | 501(c)3 | $1,346,386 | $0 | Supportive, Nutrition, Caregiver & Health Promotion Services (Titles IIIB, IIIC, IIIE & IIID OAA, NSIP & State sources) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 39 | Total501c3OrgCnt |
| Total Other Org | 9 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Organization monitors and assesses its grantees in a comprehensive and objective manner that fulfills its fiduciary responsibilities. Methods used include, but are not limited to: site visits and assessments; site visit assessment guide/tool completed by provider and reviewed by Trellis staff; document verification; agency financial reviews; monitoring of program and financial reports; final outcome reports; monthly, quarterly and year-end program and financial reports; program summary reports (submitted at the conclusion of a funding cycle). Site visits are conducted a minimum of one-time per year using an agency site assessment tool that provides an in-depth understanding of an organization's management of programs and compliance with funding priorities and program policies. Document verification reviews are held at least annually verifying client eligibility for Title III services. Additionally, grantees may also be asked to provide verification of other items such as: in-kind match and volunteer hours. Financial reviews include an in-depth review and evaluation of an organization's financial management activities including documentation to support its accounting entries and program reports. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dawn Simonson | PersonNm |
| Title | President and CEO | TitleTxt |
| Base Compensation Filing Org | $137,972 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,986 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,894 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $154,852 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | A market compensation study is completed and used to create a salary range and grade recommendation to be approved by the Board's Executive Committee. The employee receives an annual performance review and salary is determined based on merit within the established range. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The VP of Finance prepared notes and comparisons to the previously filed Form 990. The notes were electronically shared with the full board, along with the Form 990 and resolution for adoption. Board members were given proper time to review and ask questions prior to casting their electronic votes to accept and file the Form 990. |
| Form 990, Part VI, Section B, line 12c | Board members of Trellis sign an annual statement declaring any conflicts of interest. The Executive Committee resolves any real or apparent conflict(s) and, in the absence of resolution, refer the matter to the full Board of Directors. During meetings, Board members are required to declare any real or apparent conflict of interest. To determine if a conflict of interest exists, the "interested person" discloses the material facts, and the Board, or the Committee there of, determines whether a conflict exists. Board members do not vote in any deliberation relating to policies, issues, or selection of vendors, and/or funding proposals in which a conflict of interest has been determined by the Board. Any proceedings related to conflicts of interest are documented in the meeting minutes, as appropriate. |
| Form 990, Part VI, Section B, line 15 | A market compensation study is completed and used to create a salary range and grade recommendation to be approved by the Board's Executive Committee. Eligible employees receive an annual performance review and salary is determined based on merit within the established range. The most recent market survey was conducted in 2022. |
| Form 990, Part VI, Section C, line 19 | The Organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request. |
| Form 990, Part XII, line 2c: | The process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Innovations for Aging LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1265 Grey Fox Road Suite 2 | AddressLine1Txt |
| City | Arden Hills | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810738625 | EIN |
| Primary Activities | Innovates to better health outcomes for older adults through networks. | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Total Income | $1,872,155 | TotalIncomeAmt |
| End Of Year Assets | $2,509,528 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Metropolitan Area Agency on Aging Inc | BusinessNameLine1Txt |