2019-06-04T11:38:25-05:00 2018-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2018-01-01 410873104 WAYSIDE HOUSE INC WAYS 9529265626 3705 PARK CENTER BLVD ST LOUIS PARK MN 55416 CHERYL JENSEN INTERIM CHIEF EXECUTIVE OFFICER 9529265626 2019-05-22 1 LAWRENCE H MOHR CPA P00447603 6128764500 38.88.188.75 2019-05-22 10:26:42 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 42991B41A32A13F77B110C5B470B2D73D8292482 2018 2019-02-21 02:37:17Z WAYSIDE RECOVERY CENTER CHERYL JENSEN 3705 PARK CENTER BLVD ST LOUIS PARK MN 55416 6664525 0 X WWW.WAYSIDERECOVERY.ORG X 1954 MN BREAKING THE CYCLE OF ADDICTION AND TRAUMA FOR WOMEN, CHILDREN, AND FAMILIES. 14 14 157 200 0 0 1540405 1559102 4962622 5044218 4462 6193 50202 49376 6557691 6658889 0 0 0 0 4485114 4669257 0 0 205981 2316486 2294889 6801600 6964146 -243909 -305257 5126684 4831778 1918652 1936150 3208032 2895628 X BREAKING THE CYCLE OF ADDICTION AND TRAUMA FOR WOMEN, CHILDREN, AND FAMILIES. 0 0 2543020 3208398 WAYSIDE'S WOMEN'S TREATMENT CENTER PROVIDES RESIDENTIAL TREATMENT FOR UP TO 41 WOMEN AT A TIME AND IS DESIGNED TO SERVE WOMEN WITH SUBSTANCE USE DISORDERS 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, (5) THOSE WHO ARE PREGNANT, POST-PARTUM, OR PARENTING. WOMEN RECEIVE COORDINATED BEHAVIORAL/PHYSICAL HEALTH CARE TAILORED TO THEIR MEDICAL NEEDS AND TREATMENT HISTORY WHILE RECEIVING CONTINUING CARE AND SUPPORTIVE SERVICES. IN 2018, 287 WOMEN WERE ENGAGED IN TREATMENT WITH AN AVERAGE LENGTH OF STAY AT 67 DAYS. SIXTY-TWO PERCENT OF WOMEN COMPLETED THIS TREATMENT SUCCESSFULLY. LOCATION: ST. LOUIS PARK, MN 1993087 2173031 WAYSIDE'S FAMILY TREATMENT CENTER MAINTAINS THE FAMILY UNIT BY ALLOWING WOMEN TO ENTER RESIDENTIAL TREATMENT PREGNANT AND/OR ALONG WITH HER CHILDREN TO AVOID 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; UNDERSTAND HOW THEIR ADDICTION CONTRIBUTES TO THE ADVERSE CHILDHOOD EXPERIENCES (ACES) OF THEIR CHILDREN; IMPROVE THEIR RELATIONAL SKILLS TO ACHIEVE COMMUNITY ENGAGEMENT SUCCESSES; AND ULTIMATELY BREAK THE MULTI-GENERATIONAL TRANSMISSION OF RISK. IN 2018, 116 WOMEN RECEIVED FAMILY RESIDENTIAL TREATMENT WITH AN AVERAGE LENGTH OF STAY AT 67 DAYS. SIXTY-TWO PERCENT OF WOMEN COMPLETED TREATMENT SUCCESSFULLY. THE NUMBER OF CHILDREN OF MOTHERS IN OUR CARE WHO RECEIVED SUPPORT SERVICES WERE 368. LOCATION: MINNEAPOLIS, MN 480249 443721 WAYSIDE WELLNESS CENTERWELLNESS OUTPATIENT CENTER (WWC) PROVIDES AN ENTRY POINT FOR PREVENTIVE CARE, OUTPATIENT AND INTENSIVE OUTPATIENT SERVICES TO WOMEN WHO: (1) ARE FROM UNSERVED 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. INCORPORATING STAND-ALONE OUTPATIENT CARE ALLOWS US TO SERVE WOMEN AND FAMILIES AT WHATEVER STAGE OF NEED THEY PRESENT AND GIVES US FLEXIBILITY TO TRANSITION WOMEN BETWEEN FACILITIES AND DIFFERENT LEVELS OF CARE WITHOUT DISRUPTING THE CARE EXPERIENCE THEY RECEIVE. IN 2018, 147 WOMEN RECEIVED OUTPATIENT TREATMENT WITH AN AVERAGE LENGTH OF STAY OF 69 DAYS. LOCATION: ST. PAUL, MN 750470 710847 WAYSIDE RECOVERY SUPPORT SERVICES, ACROSS ALL OUR PROGRAMS, PREPARE WOMEN TO COPE WITH DISEASE MANAGEMENT AND LIFE STRESSORS BY ENSURING THEY ARE CONNECTED TO: PRIMARY HEALTH CARE; SOBER SUPPORT NETWORK; SAFE, AFFORDABLE AND SUPPORTIVE HOUSING; ASSISTANCE TO SECURE EMPLOYMENT; GUIDANCE ON AFFORDABLE HEALTHCARE COVERAGE; CLINICAL CASE MANAGERS AND PEER RECOVERY SPECIALISTS; AND, FINANCIAL LITERACY AND ADULT EDUCATION CLASSES FOR LONG TERM ECONOMIC STABILITY. WAYSIDE BELIEVES LONG-TERM SOBRIETY AND PROBLEM FREE RECOVERY ARE MORE LIKELY WHEN A WOMAN RECEIVES ROBUST RECOVERY-ORIENTED WRAP AROUND CARE. IN 2018, 700 WOMEN AND 386 CHILDREN RECEIVED RECOVERY SERVICES. LOCATION: ACROSS ALL OUR PROGRAMS. WAYSIDE SUPPORTIVE HOUSING PROVIDES A BRIDGE FROM RESIDENTIAL AND OUTPATIENT TREATMENT; AND/OR CHRONIC HOMELESSNESS CIRCUMSTANCES TO SUCCESSFUL RE-INTEGRATION AND STABILITY IN THE COMMUNITY. WSH HAS SIXTEEN (16) APARTMENTS FOR MOM AND HER CHILDREN AND (8) SPOTS FOR SHARING SINGLE WOMEN. PROGRAMMING INCLUDES PARENTING ASSISTANCE, TARGETED CASE MANAGEMENT, GROUP AND ONE-ON-ONE ACTIVITIES, PARENT-CHILD PROGRAMMING, COMMUNITY ACTIVITIES, AND INFORMAL SUPPORT NETWORK ALL IN A SAFE AND SOBER COMMUNITY. IN 2018, WE SERVED 54 WOMEN AND 23 CHILDREN. LOCATION: ST. LOUIS PARK, MN PREVENTION AND EDUCATION DIVISION PROVIDES RESEARCH TO ENHANCE THE FIELD, INCREASE COMMUNITY SUPPORT AND AWARENESS, PROVIDE EDUCATIONAL OFFERINGS AND TECHNICAL ASSISTANCE TO STRENGTHEN THE PROVIDER NETWORK. INITIATIVES INCLUDED AN ADVISORY TASKFORCE TO PROVIDE DHS AND OTHER LARGE SYSTEMS WITH BEST PRACTICES IN GENDER SPECIFIC OUD/SUD CARE; COMMUNITY COALITION TO DO A GAP ANALYSIS IN SERVICES FOR INDIGENOUS AND AFRICAN AMERICAN COMMUNITY MEMBERS; CERTIFICATION TRAININGS IN TREATMENT COORDINATION AND CLINICAL SUPERVISION TO ENHANCE OUR RECOVERY SERVICE WORKFORCE; FOURTH FRIDAY FORUM THAT PRESENTS TO STAFF AND COMMUNITY MEMBERS ON TOPICS THAT EXAMINE CURRENT ISSUES. PROJECT ECHO FIRST BEHAVIORAL HEALTH PROVIDER IN MN WHO ADOPTED PROJECT ECHO AS A TRAINING VEHICLE FOR BEST PRACTICES IN GENDER SPECIFIC CO-OCCURRING DISORDER TREATMENT. WE PROVIDE ONGOING AND REGULAR OPPORTUNITIES FOR PRACTITIONERS THROUGHOUT THE STATE SERVING MINNESOTA WOMEN AND FAMILIES EXPERIENCING SUD/OUD TO DISCUSS AND SHARE BEST PRACTICES. IN 2018 WE PROVIDED 12 EDUCATION SERIES PRESENTATION AND HOSTED 13 ECHO SESSIONS WITH 90 REGISTERED ORGANIZATIONS AND 150 MEMBERS THAT RECEIVE INVITATIONS EACH SESSION. 750470 710847 5766826 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 17 0 157 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X DANIEL URSIN 9524057634 7401 METRO BLVD 200 EDINA MN 55439 LESLEY DOEHR PRESIDENT 4.00 X X 0 0 0 SALLY GUILLET IMMEDIATE PAST PRESIDENT 4.00 X X 0 0 0 CHERYL JENSEN VICE PRESIDENT 4.00 X X 0 0 0 ANGIE O'LEARY TREASURER 4.00 X X 0 0 0 BLAKE MEISENHEIMER SECRETARY 4.00 X X 0 0 0 HEATHER BERGLUND DIRECTOR 2.00 X 0 0 0 KATIE COLLINS DIRECTOR 2.00 X 0 0 0 MICHAEL DAUB DIRECTOR 2.00 X 0 0 0 CHERYL DAVIDSON DIRECTOR 2.00 X 0 0 0 LORI HOEFENER DIRECTOR 2.00 X 0 0 0 LORI HOGLUND DIRECTOR 2.00 X 0 0 0 TRACY JOHNSON DIRECTOR 2.00 X 0 0 0 SUE KLASEUS DIRECTOR 2.00 X 0 0 0 NANCY NELSON MCINTOSH DIRECTOR 2.00 X 0 0 0 MEGAN MCKENZIE DIRECTOR 2.00 X 0 0 0 ANNE RIZZO DONAVAN DIRECTOR 2.00 X 0 0 0 JENNIFER WALTMAN DIRECTOR 2.00 X 0 0 0 KARINA FORREST-PERKINS CEO 50.00 X 149622 0 20777 DANIEL URSIN SR. DIRECTOR OF FINANCE AND ADMIN 45.00 X 106338 0 5962 JESSIE EVERTS VICE PRESIDENT OF CLINICAL SERVICES 45.00 X 106791 0 10410 362751 0 37149 4 0 1 0 NEW HORIZON FOODS 211 2ND STREET NW ST MICHAEL MN 55376 FOOD SERVICE WOMENS LOCATION 211845 REAL ESTATE UPDATERS 3708 ALDRICH AVE SO MINNEAPOLIS MN 55408 BUILDING MAINTENANCE AND REMODELING 136462 LOCUM TENENS PO BOX 405547 ATLANTA GA 30384 TELE-PSYCHIATRY SERVICES FOR WAYSIDE CLI 121085 3 68396 1065566 425140 39280 1559102 TREATMENT FEES 624200 4596533 4596533 HENNEPIN COUNTY GRANT 624200 240358 240358 HOUSING INCOME (RENT) 623990 207327 207327 5044218 6193 6193 3452 68396 5636 -2184 -2184 DEBT FORGIVENESS 900099 49198 49198 MISC RECEIPTS 900099 2362 2362 51560 6658889 5044218 0 55569 282699 228991 42512 11196 3590745 2916599 533629 140517 78110 61597 13068 3445 404882 319287 67740 17855 312821 256828 44167 11826 15020 28 14992 31620 58 31562 70683 66055 4628 33609 13321 19614 674 312234 208802 89899 13533 548946 471961 73495 3490 59925 56219 2845 861 12442 8877 3542 23 13252 13252 285096 274595 10501 66885 59497 6762 626 CLIENT SERVICES 486942 486942 FOOD 278134 278134 SERVICE FEES 24727 3388 19517 1822 LICENSES/FEES 21474 17096 4378 33900 25299 8488 113 6964146 5766826 991339 205981 748538 716602 771335 758717 255457 131006 494694 440920 174006 186234 7146486 4548187 2682654 2598299 5126684 4831778 284813 284236 1633839 1651914 1918652 1936150 X 2091900 1903035 1093908 992593 22224 0 3208032 2895628 5126684 4831778 X -305257 -7147 X 0 1 X 1 1 1 X 606512 1487110 1328484 1540405 1559102 6521613 4322574 4526891 4732895 4962622 5044218 23589200 11114 18203 3007 3061 35385 4940200 6032204 6064386 6506088 6603320 30146198 13167 17112 7209 15430 24240 77158 0 13167 17112 7209 15430 24240 77158 30069040 3053 5808 3101 4462 6193 22617 3053 5808 3101 4462 6193 22617 2608 5902 4137 2809 2362 17818 4945861 6043914 6071624 6513359 6611875 30186633 0.99610 0.99640 0.00070 0.00070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: NON-OPERATING CONTRIBUTION - 2014 AMOUNT: $ 2,608. 2015 AMOUNT: $ 5,902. 2016 AMOUNT: $ 4,137. 2017 AMOUNT: $ 2,809. 2018 AMOUNT: $ 2,362. 22520 45 22565 22475 45 22520 22452 23 22475 22371 81 22452 22224 147 22371 0.98490 0.01510 0 0 441311 441311 5889011 3878331 2010680 812164 669856 142308 4000 4000 2598299 X 6664525 5636 5636 6658889 0 6658889 6969782 5636 5636 6964146 0 6964146 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 WAYSIDE HOUSE, INC. HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. WAYSIDE JERSEY AVE. SUPPORTIVE HOUSING, LLC IS A SEPARATE LEGAL ENTITY FOR STATE LAW AND BANKRUPTCY PURPOSES. HOWEVER, BECAUSE THE WAYSIDE HOUSE, INC. IS THE SOLE MEMBER OF WAYSIDE JERSEY AVE. SUPPORTING HOUSING, LLC ACTIVITIES OF WAYSIDE JERSEY AVE. SUPPORTING HOUSING, LLC ARE INCLUDED IN THE SECTION 501(C)(3) TAX FILINGS OF THE WAYSIDE HOUSE, INC. 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, 2018. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 5,636. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 5,636. SPRING BREAKFAST 71848 68396 3452 3453 2183 71848 68396 3452 3453 2183 5636 -2184 X X X X 0 0 0 0 0 0 0 0 0 KARINA FORREST-PERKINS CEO 149472 0 150 0 0 0 6302 0 14475 0 170399 0 0 0 X 17305 DONOR ESTIMATE X 135 20280 DONOR ESTIMATE X FURNITURE AND EQUIPMENT 4 1150 DONOR ESTIMATE X PHOTO BOOTH 1 495 DONOR ESTIMATE X FLOWERS 1 50 DONOR ESTIMATE 0 0 1 0 PART I, COLUMN (B): THE AMOUNT IN PART I, COLUMN B, REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE CHIEF EXECUTIVE OFFICER AND SR. DIRECTOR OF FINANCE AND ADMINISTRATION REVIEW THE FORM 990, THE FINANCE COMMITTEE REVIEWS IT AT ONE OF THEIR REGULARLY SCHEDULED MONTHLY MEETINGS. IF THE FINANCE COMMITTEE APPROVES IT, IT IS PUT ON THE BOARD OF DIRECTORS AGENDA AND THE TREASURER PRESENTS TO THE FULL BOARD. THE BOARD RECEIVES A COPY OF THE FORM 990 BY EMAIL A WEEK PRIOR TO THE BOARD MEETING. THE BOARD HAS A FORMAL BOARD MOTION TO APPROVE THE FORM 990 FOR FILING. 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. FORM 990, PART XI, LINE 9: ELECTRONIC HEALTH RECORD SOFTWARE IMPLEMENTATION CHARGE -7,147. 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 0 839606 WAYSIDE HOUSE INC