2021-11-11T07:21:00-06:00 2020-12-31 411397419 Abdo Eick & Meyers LLP 5201 Eden Ave Suite 250 Edina MN 55436 990 2020-01-01 411774247 Metropolitan Area Agency Aging Inc METR 6516418612 1265 Grey Fox Rd Ste 2 Arden Hills MN 55112 Dawn Simonson President and CEO 6516418612 2021-10-14 1 Dawn Simonson XXX-XX-XXXX Steven D Anseth CPA P00552219 9528359090 2021-10-14 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X Trellis Dawn Simonson 1265 Grey Fox Rd Ste 2 Arden Hills MN 55112 25207100 0 X www.trellisconnects.org X 1994 MN Assist older adults to age in their community with dignity and independence. 16 16 133 73 0 0 17512141 25052276 208178 135248 -162769 928 0 0 17557550 25188452 7988111 14604944 0 0 7625362 7760128 0 0 0 3140010 2381663 18753483 24746735 -1195933 441717 8048371 9744379 4597616 5851907 3450755 3892472 X Trellis (the Organization) assists individuals to age successfully and develops the capacity of communities to care for an aging population. 0 0 10566043 10566043 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 2020, 977,151 meals were provided in group settings and delivered to individuals in their homes. In addition, 26,260 units of counseling, support group, and other assistance for caregivers of older adults. We also provided 27,070 hours of chore and homemaker services that help older adults manage while living in their own homes. We gave 29,644 rides to individuals who have difficulties (physical or cognitive) using other forms of transportation. 7819252 Information and AssistanceIn partnership with the Minnesota Board on Aging, Trellis provides Senior LinkAge Line services in the Twin Cities metro area. During 2020, we had 88,000+ points of contact with older adults and caregivers providing information and resources on Medicare, housing, transportation, financial services and other community supports. In 2020, 44,058 calls were made with isolated older persons to provide social contact and ensure continued well-being. 1901607 4038901 135248 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 2020, we offered 72 classes that help people take preventative care to stay healthy, manage chronic conditions and prevent falls. 327051 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 2020, 6,799 hours of legal assistance was provided. 303478 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 2020, 20,352 hours of services to individuals and 890 group events to overcome cultural/language barriers in making community and government services accessible. 137814 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. Dementia Friends Minnesota leads information sessions across the state. The Remember Project uses the arts to build dementia awareness. Dental Friendly Dental Practices makes dental services work better for people with dementia. 2058063 Management and Program Development 2826406 23113308 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 38 0 1 133 1 0 0 0 0 0 0 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 X The Organization 6516418612 1265 Grey Fox Rd Ste 2 Arden Hills MN 55112 Dawn Simonson President and CEO 40.00 X 135542 0 15917 Amanda Wall Dotray Vice President of Finance 40.00 X 105809 0 26840 Randy Maluchnik President 7.50 X X 0 0 0 Kris Orluck Vice President & Secretary 3.00 X X 0 0 0 Brad Bettger Vice President of Technology and Facilities 2.00 X 0 0 0 Mark Cullen Vice President of Strategy and Operations 2.00 X 0 0 0 Rebecca Ervasti Vice President of Human Resources 2.00 X 0 0 0 Julie Roles Vice President of Communications 2.00 X 0 0 0 Barb Blumer Treasurer 4.50 X X 0 0 0 Jeff Bangsberg Board Member 2.00 X 0 0 0 Iris Freeman Board Member 3.00 X 0 0 0 Chuck Heinecke Board Member 3.00 X 0 0 0 Kendall Johnson Board Member 2.00 X 0 0 0 Vanne Owens Hayes Board Member 2.00 X 0 0 0 Mike Rothman Board Member 2.00 X 0 0 0 John Selstad Board Member 3.00 X 0 0 0 Becky Stibbe Board Member 2.00 X 0 0 0 Sarah Urtel Board Member 3.00 X 0 0 0 Mary Youle Board Member 2.00 X 0 0 0 Fang Yu Board Member 2.00 X 0 0 0 David Van Sant Board Member 3.00 X 0 0 0 Robert Power Board Member 1.00 X 0 0 0 241351 0 42757 2 0 0 0 RSM US LLP 5155 Paysphere Circle Chicago IL 60674 Application development support and prof 247366 1 23438728 1613548 25052276 Registrations and other program s 900099 135248 135248 135248 1163 1163 18413 18413 0 235 -235 -235 -235 25188452 135248 0 928 14604944 14604944 284108 255697 28411 5830579 5279129 551450 258980 231839 27141 908837 819079 89758 477624 429862 47762 16279 9497 6782 28700 16742 11958 837710 715774 121936 24171 22593 1578 69867 63335 6532 570220 218128 352092 18590 17600 990 64957 18189 46768 178526 178526 44297 27356 16941 Supplies 332830 261593 71237 Other costs 123940 60259 63681 Repairs and Maintenance 71576 61692 9884 24746735 23113308 1633427 0 4155341 3854109 3110361 5178227 142122 181715 531645 217023 327495 314622 313052 215706 8048371 9744379 4071746 5806674 525870 45233 4597616 5851907 X 941470 1266860 2509285 2625612 3450755 3892472 8048371 9744379 441717 0 X X 0 1 X 1 1 1 X 15845644 15328716 19191247 17512141 25052276 92930024 15845644 15328716 19191247 17512141 25052276 92930024 3782364 89147660 16946 17939 18966 27122 19576 100549 93030573 748797 0.95830 0.99880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 222905 56961 165944 308740 160062 148678 314622 1 Arrowhead Area Agency on Aging 221 West 1st Street Duluth MN 55802 410914274 501(c)3 97820 Juniper (Margaret A. Cargill Philanthropies) Central MN Council on Aging 250 Riverside Ave N Suite 300 Sartell MN 56377 363338395 501(c)3 60451 Juniper (Margaret A. Cargill Philanthropies) Land of the Dancing Sky AAA 109 S Minnesota St Warren MN 56762 411231594 501(c)3 34100 Juniper (Margaret A. Cargill Philanthropies) MN River Area Agency on Aging 201 N Broad St Suite 102 Mankato MN 56001 261632413 501(c)3 65880 Juniper (Margaret A. Cargill Philanthropies) SE MN Area Agency on Aging 2720 Superior Dr NW Suite 102 Rochester MN 55901 411410669 501(c)3 6930 Juniper (Margaret A. Cargill Philanthropies & Administration for Community Living) Minnesota Indian Area Agency on Aging 15542 State Hwy 371 NW Cass Lake MN 56633 410673588 501(c)3 51718 Juniper (Administration for Community Living) Amherst Wilder Foundation 451 Lexington Avenue St Paul MN 55104 410693889 501(c)3 104175 Health Promotion Services (Titles IIID OAA) Anoka County Community Action Program 11155 Robinson Drive Coon Rapids MN 55433 416048575 501(c)3 190082 Supportive Services (Titile IIIB - OAA) Anoka Co Sr Caregiver Network 2100 3rd Avenue North 500 Anoka MN 55303 416005752 501(c)3 163951 Caregiver Services (Title IIIE OAA) Bhutanese Community of MN 2499 Rice St Ste 150 Roseville MN 55113 364670106 501(c)3 140624 Supportive Services (Title IIIB - OAA) Brian Coyle Community Center 420 15th Avenue South Minneapolis MN 55454 410916478 501(c)3 133628 Supportive Services (Title IIIB - OAA CAPI USA 5930 Brooklyn Blvd Brooklyn Center MN 55429 411417198 501(c)3 45800 Caregiver Services (Title IIIE OAA) Centro Inc 1915 Chicago Avenue Minneapolis MN 55404 411290349 501(c)3 205417 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Clues 797 E 7th Street St Paul MN 55106 411389686 501(c)3 53090 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Commonbond Communities 328 Kellogg Boulevard West St Paul MN 55102 411260469 501(c)3 95200 Health Promotion Services (Title IIID OAA) Consumer Directions Inc 425 E St Germain Street 200 St Cloud MN 56304 412019048 19013 Supportive, Nutrition & Caregiver Services (Titles IIIB, IIIC & IIIE OAA) Darts 1645 Marthaler Lane St Paul MN 55118 411326631 501(c)3 201470 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Division of Indian Work 1001 East Lake Street Minneapolis MN 55407 815265328 501(c)3 80698 Supportive Services (Title IIIB - OAA) Eastside Neighborhood Services Inc 1700 2nd Street Northeast Minneapolis MN 55413 410873798 501(c)3 326237 Supportive & Health Promotion Services (Titles IIIB & IIID OAA) Faith Community Nurse Network 475 Cleveland Ave N Ste 205 St Paul MN 55104 202562054 501(c)3 26234 Supportive & Health Promotion Services (Titles IIIB & IIID OAA) Family Means 1875 Northwestern Avenue North Stillwater MN 55082 416045574 501(c)3 270880 Caregiver Services (Title IIIE OAA) Jewish Community Ctr of St Paul 1375 St Paul Avenue St Paul MN 55116 410698596 501(c)3 188169 Supportive Services (Title IIIB - OAA) Jewish Family Community Svcs of Mpls 5905 Golden Valley Rd Golden Vallay MN 55422 410693860 501(c)3 151870 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Jewish Family Service of St Paul 1633 West 7th Street St Paul MN 55102 410694697 501(c)3 87419 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Korean Service Center 630 Cedar Avenue Minneapolis MN 55454 411678348 501(c)3 355738 Supportive, Health Promotion & Caregiver Services (Titles IIIB, IIID & IIIE OAA) Lao Advancement Org of America 2468 W Broadway Avenue Minneapolis MN 55411 411651825 501(c)3 520305 Supportive Services & Health Promotions (Titles IIIB & IIID OAA) Living at Home Block Nurse Prog 550 Rice Street 104 St Paul MN 55108 363512437 501(c)3 87180 Caregiver Services (Title IIIE OAA) Longfellow Seward Healthy Seniors 3131 Minnehaha Ave Suite A Minneapolis MN 55406 411886110 501(c)3 25000 Supportive Services (Title IIIB - OAA) Lutheran Social Service of MN 2400 Park Ave Minneapolis MN 55404 410872993 501(c)3 85357 Caregiver Services (Title IIIE OAA) Lyngblomsten Services 1415 Almond Avenue St Paul MN 55108 411310487 501(c)3 174789 Caregiver Services (Title IIIE OAA) Mid MN Legal Aid 430 1st Avenue North Minneapolis MN 55401 410797355 501(c)3 140000 Supportive Services (Title IIIB - OAA) Metro Meals on Wheels 1200 Washington Ave S Minneapolis MN 55415 311501057 501(c)3 3114940 Nutrition Services (Title IIIC OAA, NSIP & State sources) NewTrax 3700 Hwy 61 N 100 White Bear Lake MN 55110 274476087 11999 Supportive Services (Title IIIB - OAA) NE Youth & Family Services 3490 Lexington Avenue North Shoreview MN 55126 411284306 501(c)3 79800 Supportive Services (Title IIIB - OAA) Normandale Ctr for Healing & Wholeness 6100 Normandale Avenue Edina MN 55436 411959179 501(c)3 91154 Caregiver Services (Title IIIE OAA) Presbyterian Homes & Services 2845 Hamline Avenue North Roseville MN 55113 417587560 501(c)3 3124573 Nutrition Services (Title IIIC OAA, NSIP & State sources) Scott-Carver-Dakota Cap Agency 712 Canterbury Road Shakopee MN 55379 410903890 501(c)3 1096226 Nutrition Services (Title IIIC OAA, NSIP & State sources) Senior Community Services 10709 Wayzata Boulevard Minnetonka MN 55305 410720473 501(c)3 358547 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) SEWA 3702 E Lake Street Ste 300 Minneapolis MN 55406 050608392 99434 Supportive Services (Title IIIB - OAA) Southeast Seniors 22 Malcolm Ave SE Ste 125 Minneapolis MN 55414 363579534 501(c)3 25000 Supportive Services (Title IIIB - OAA) Southern MN Regional Legal Svcs 166 E 4th Street St Paul MN 55101 411316151 501(c)3 140000 Supportive Services (Title IIIB - OAA) Help at Your Door 8441 Wayzata Blvd Golden Valley MN 55426 411433859 501(c)3 408661 Supportive Services (Title IIIB - OAA) Touchstone Mental Health Services 2312 Snelling Ave Minneapolis MN 55404 411920740 501(c)3 25000 Supportive Services (Title IIIB - OAA) United Cambodian Assoc of MN 1101 Snelling Avenue North St Paul MN 55108 411631017 501(c)3 232410 Supportive Services (Title IIIB - OAA) Vietnamese Social Services 277 University Ave W St Paul MN 55103 363532232 501(c)3 43500 Supportive Services (Title IIIB - OAA) Volunteers of AmericaMN 7625 Metro Boulevard Minneapolis MN 55439 411554078 501(c)3 1556954 Supportive, Nutrition, Health Promotion & Caregiver Services (Titles IIIB, IIIC, IIID & IIIE OAA, NSIP & State sources) 43 3 Part I, Line 2: The Organization monitors and assesses its grantees/contractors 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 MAAA 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. Form 990, Part VI, Section B, line 11b Management staff and the executive committee review the draft Form 990 with discussion reflected in the meeting minutes. Board members receive a copy of the document one week prior to their regular meeting where they review the 990 and approve its submission. Form 990, Part VI, Section B, line 12c Board members of the MAAA 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 2016. 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. Innovations for Aging LLC 1265 Grey Fox Road Suite 2 Arden Hills MN 55112 810738625 Innovates to better health outcomes for older adults through networks. MN 2006430 2755472 Metropolitan Area Agency on Aging Inc