2018-07-10T13:58:12-05:00 2017-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2017-01-01 410873104 WAYSIDE HOUSE INC WAYS 9529265626 3705 PARK CENTER BLVD ST LOUIS PARK MN 55416 KARINA FORREST-PERKINS CHIEF EXECUTIVE OFFICER 9529265626 2018-06-19 1 LAWRENCE H MOHR CPA P00447603 6128764500 2017 2022-09-23 18:48:47Z WAYSIDE RECOVERY CENTER KARINA FORREST-PERKINS 3705 PARK CENTER BLVD ST LOUIS PARK MN 55416 6562557 0 X WWW.WAYSIDERECOVERY.ORG X 1954 MN TO EMPOWER WOMEN TO RECOVER SOBRIETY, IDENTITY, FAMILY, HOME, AND COMMUNITY BY PROVIDING TREATMENT, HOUSING AND SUPPORTIVE SERVICES. 15 15 151 200 0 0 1328484 1540405 4732895 4962622 3101 4462 52094 50202 6116574 6557691 0 0 0 0 4183580 4485114 0 0 135400 2195827 2316486 6379407 6801600 -262833 -243909 5520475 5126684 1897866 1918652 3622609 3208032 X TO EMPOWER WOMEN TO RECOVER SOBRIETY, IDENTITY, FAMILY, HOME, AND COMMUNITY BY PROVIDING TREATMENT, HOUSING AND SUPPORTIVE SERVICES. 0 0 2586977 4962622 WAYSIDE WOMEN'S TREATMENT CENTEROUR WAYSIDE WOMEN'S TREATMENT CENTER, LOCATED IN ST. LOUIS PARK, IS ONE OF THE FIRST IN THE NATION TO PROVIDE GENDER SPECIFIC CULTURALLY RESPONSIVE RESIDENTIAL AND CONTINUING CARE OUTPATIENT TREATMENT. THE TREATMENT IS DESIGNED TO SERVE MINNESOTA WOMEN WHO FACE THE GREATEST CHALLENGES IN ACHIEVING LONG-TERM SOBRIETY. RESIDENTIAL AND OUTPATIENT TREATMENT INCLUDES UNDERLYING MENTAL HEALTH ISSUES, AND WRAPAROUND SERVICES ADDRESSING HOUSING, HEALTH, EMPLOYMENT, AND PARENTING. IN 2017, 373 WOMEN RECEIVED RESIDENTIAL TREATMENT WITH AN AVERAGE LENGTH OF STAY AT 92 DAYS. SIXTY-FOUR PERCENT OF WOMEN COMPLETED THIS TREATMENT SUCCESSFULLY. 2135980 WAYSIDE FAMILY TREATMENT CENTEROUR WAYSIDE FAMILY TREATMENT CENTER, LOCATED IN MINNEAPOLIS, IS ONE OF ONLY FIVE PROVIDERS IN MINNESOTA WHICH ALLOWS WOMEN TO RECEIVE CULTURALLY RESPONSIVE RESIDENTIAL TREATMENT WHILE MAINTAINING THE FAMILY UNIT. WOMEN ARE ABLE TO ENTER TREATMENT ALONG WITH HER CHILDREN ELEVEN AND UNDER TO AVOID THE TRAUMA OF SEPARATION. THE TREATMENT IS DESIGNED TO SERVE MINNESOTA WOMEN WHO FACE THE GREATEST CHALLENGES IN ACHIEVING LONG-TERM SOBRIETY. RESIDENTIAL AND OUTPATIENT TREATMENT INCLUDES COMPREHENSIVE FAMILY SERVICES THAT PROMOTE BOTH RECOVERY FROM ADDICTION AND FAMILY REUNIFICATION, UNDERLYING MENTAL HEALTH ISSUES, AND WRAPAROUND SERVICES ADDRESSING HOUSING, HEALTH, EMPLOYMENT, AND PARENTING. CHILDREN BENEFIT FROM A RICH ARRAY OF EARLY INTERVENTION SERVICES TO HELP SUPPORT HEALTHY DEVELOPMENT. IN 2017, 140 WOMEN RECEIVED RESIDENTIAL TREATMENT WITH AN AVERAGE LENGTH OF STAY AT 82 DAYS. SIXTY-NINE PERCENT OF WOMEN COMPLETED TREATMENT THIS SUCCESSFULLY. THE NUMBER OF CHILDREN OF MOTHERS IN OUR CARE WHO RECEIVED SUPPORTIVE SERVICES WERE 268. 472433 WAYSIDE SUPPORTIVE HOUSING PROGRAMOUR WAYSIDE SUPPORTIVE HOUSING PROGRAM, LOCATED IN ST. LOUIS PARK, PROVIDES A SAFE, AFFORDABLE PERMANENT HOUSING OPTION FOR SINGLE WOMEN IN RECOVERY AND THEIR CHILDREN, WITH TWENTY APARTMENTS. THE SOBER ENVIRONMENT AND THE SUPPORT OF PEERS HELP WOMEN IN RECOVERY STAY ON TRACK WITH SOBRIETY. WAYSIDE FAMILY ADVOCATES HELP EACH WOMAN IDENTIFY AND PURSUE GOALS RELATED TO HER HEALTH, HER CHILDREN, AND SELF-SUFFICIENCY. ON-SITE ACTIVITIES AND GROUPS FOR WOMEN, CHILDREN, AND FAMILIES ALSO SUPPORT SOBRIETY, BUILD COMMUNITY AND BUILD PERSONAL STRENGTHS. IN 2017, 34 WOMEN AND 30 CHILDREN WERE SERVED . 598401 WAYSIDE WELLNESS CENTEROUR WAYSIDE WELLNESS CENTER, LOCATED IN ST. PAUL, PROVIDES A FULL ARRAY OF OUTPATIENT CHEMICAL DEPENDENCY AND MENTAL HEALTH CARE. THE WELLNESS CENTER PROVIDES AN ENTRY POINT FOR PREVENTIVE CARE. WE ENGAGE WOMEN BEFORE THE ADDICTION AND CO-OCCURRING PROBLEMS IN THEIR LIVES HAVE DETERIORATED TO REQUIRE RESIDENTIAL TREATMENT. THIS EARLY ENGAGEMENT IS LESS EXPENSIVE TO THE CLIENT AND THE PAYMENT SOURCE, MEETS THE WOMEN WHERE THEY ARE, ENGAGES THE ENTIRE FAMILY UNIT, AND IS CULTURALLY SPECIFIC. IN 2017, 114 WOMEN RECEIVED OUTPATIENT TREATMENT WITH AN AVERAGE LENGTH OF 103 DAYS. SEVENTY PERCENT OF WOMEN COMPLETED THIS TREATMENT SUCCESSFULLY.WAYSIDE COMMUNITY EDUCATION AND PREVENTION PROGRAMWAYSIDE PROVIDES EDUCATION TO THOSE SEEKING INFORMATION ABOUT THE DISEASE OF ADDICTION, HOW IT STARTS, HOW IT AFFECTS THE FAMILY UNIT, HOW CO-OCCURRING PROBLEMS AFFECT THE HEALTH AND WELLNESS ACROSS THE LIFE-COURSE AND HOW DELAYING OUR RESPONSE TO THESE ISSUES CREATES ONGOING CHALLENGES FOR OUR FUTURE GENERATION IN THE FORM OF ADVERSE CHILDHOOD EXPERIENCES, CRIMINALIZATION OF ADDICTION, POOR HEALTH OUTCOMES, AND LOSS OF LIFE. EDUCATION OFFERED TO INDIVIDUALS SEEKING HELP, PROFESSIONALS, AND FAMILIES THROUGHOUT MINNESOTA. PROVIDED 16 EDUCATION SERIES PRESENTATIONS, TWO COMMUNITY PARTNER FORUMS, AND EIGHT HOURS OF CO-OCCURRING DISORDER TRAININGS. 598401 5793791 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 21 0 151 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 1 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 CHERYL JENSEN VICE PRESIDENT 4.00 X X 0 0 0 BLAKE MEISENHEIMER SECRETARY 4.00 X X 0 0 0 ANGIE O'LEARY TREASURER 4.00 X X 0 0 0 SALLY GUILLET PRESIDENT (PART YEAR) 4.00 X X 0 0 0 HEATHER BERGLUND BOARD DIRECTOR 2.00 X 0 0 0 KATIE COLLINS BOARD DIRECTOR 2.00 X 0 0 0 MICHAEL DAUB BOARD DIRECTOR 2.00 X 0 0 0 CHERYL DAVIDSON BOARD DIRECTOR 2.00 X 0 0 0 LORI HOEFENER BOARD DIRECTOR 4.00 X 0 0 0 LORI HOGLUND BOARD DIRECTOR 2.00 X 0 0 0 TRACY JOHNSON BOARD DIRECTOR 2.00 X 0 0 0 ROBERTA JONES BOARD DIRECTOR 2.00 X 0 0 0 SUSAN KLASEUS BOARD DIRECTOR 2.00 X 0 0 0 NANCY NELSON MCINTOSH BOARD DIRECTOR 2.00 X 0 0 0 MEGAN MCKENZIE BOARD DIRECTOR 2.00 X 0 0 0 DEBORAH JIANG-STEIN BOARD DIRECTOR 2.00 X 0 0 0 KARINA FORREST-PERKINS CEO 50.00 X 153735 0 19846 DANIEL URSIN SR. DIRECTOR FINANCE & ADMIN 45.00 X 103613 0 5816 JESSIE EVERTS VP OF CLINICAL SERVICES 45.00 X 100701 0 9914 358049 0 35576 3 0 1 0 NEW HORIZON FOODS 211 2ND STREET NW ST MICHAEL MN 55376 FOOD SERVICE WOMENS LOCATION 217876 REAL ESTATE UPDATERS 3708 ALDRICH AVE SO MINNEAPOLIS MN 55408 BUILDING MAINTENANCE AND REMODELING 215340 LOCUM TENENS PO BOX 405547 ATLANTA GA 30384 TELE-PSYCHIATRY SERVICES FOR WAYSIDE CLI 135562 3 68330 1142569 329506 33072 1540405 TREATMENT FEES 624200 4500428 4500428 HENNEPIN COUNTY GRANT 624200 261849 261849 HOUSING INCOME (RENT) 623990 200345 200345 4962622 4462 4462 3061 68330 4866 -1805 -1805 DEBT FORGIVENESS 900099 49198 49198 MISC RECEIPTS 900099 2809 2809 52007 6557691 4962622 0 54664 283010 238442 39341 5227 3403480 2872445 466866 64169 59844 49549 9420 875 406314 336414 63961 5939 332466 282160 44024 6282 8116 2002 6114 22724 5604 17120 119403 80115 39108 180 48300 40730 7570 231339 182866 43824 4649 513213 432863 77360 2990 46150 42231 3640 279 10300 2781 6748 771 13124 13124 294126 288493 5633 61951 55355 6013 583 CLIENT SERVICES 520554 520554 FOOD 276739 276739 EQUIPMENT 53428 45429 7065 934 LICENSES/FEES 34239 19481 11521 3237 62780 6414 24651 31715 6801600 5793791 872409 135400 665863 748538 1154641 771335 219024 255457 516144 494694 209718 174006 7035869 4353215 2755085 2682654 5520475 5126684 277411 284813 1620455 1633839 1897866 1918652 X 2279342 2091900 1321043 1093908 22224 22224 3622609 3208032 5520475 5126684 X -243909 -292 -170376 X 0 1 X 1 1 1 X 724957 606512 1487110 1328484 1540405 5687468 4388858 4322574 4526891 4732895 4962622 22933840 8000 11114 18203 3007 3061 43385 5121815 4940200 6032204 6064386 6506088 28664693 14452 13167 17112 7209 15430 67370 0 14452 13167 17112 7209 15430 67370 28597323 2695 3053 5808 3101 4462 19119 2695 3053 5808 3101 4462 19119 2709 2608 5902 4137 2809 18165 5127219 4945861 6043914 6071624 6513359 28701977 0.99640 0.99620 0.00070 0.00060 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: NON-OPERATING CONTRIBUTION - 2013 AMOUNT: $ 2,709. 2014 AMOUNT: $ 2,608. 2015 AMOUNT: $ 5,902. 2016 AMOUNT: $ 4,137. 2017 AMOUNT: $ 2,809. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22475 45 22520 22452 23 22475 22371 81 22452 22224 147 22371 22224 22224 0.00000 0.98700 0.01300 0 0 441311 441311 5813525 3727623 2085902 781033 625592 155441 2682654 X 6562557 4866 4866 6557691 0 6557691 6806466 4866 4866 6801600 0 6801600 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, 2017. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 4,866. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 4,866. SPRING BREAKFAST 71391 68330 3061 3061 1805 71391 68330 3061 3061 1805 4866 -1805 X X X X 0 0 0 0 0 0 0 0 0 KARINA FORREST-PERKINS CEO 146585 0 7150 0 0 0 6169 0 13677 0 173581 0 0 0 X 20687 THRIFT ESTIMATE X 1 6280 FAIR MARKET VALUE X 11 5325 FAIR MARKET VALUE X FURNITURE 2 550 THRIFT ESTIMATE X BUS CARDS 1 130 FAIR MARKET VALUE X FLOWERS 1 100 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 3 THE EXECUTIVE COMMITTEE MAY ACT IN PLACE AND STEAD OF THE BOARD OF DIRECTORS BETWEEN REGULAR BOARD MEETINGS ON ALL MATTERS, EXCEPT THOSE SPECIFICALLY RESERVED TO THE BOARD IN THESE BYLAWS, PURSUANT TO DELEGATION OF AUTHORITY TO SUCH COMMITTEE BY THE BOARD OF DIRECTORS. ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD FOR RATIFICATION AT THE NEXT BOARD MEETING. 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. 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 -170,376. 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 873026 WAYSIDE HOUSE INC