2017-03-31T14:21:42-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2016-01-01 410962296 PEOPLE INCORPORATED PEOP 6512883472 2060 CENTRE POINT BLVD NO 3 ST PAUL MN 55120 JILL WIEDEMANN-WEST CHIEF EXECUTIVE OFFICER 6512883472 2017-03-22 1 RACHEL FLANDERS P01591790 6123764500 67.137.57.251 2017-03-22 11:29:55 CD P EB257C677C23210A1BABF3CC3C8E15734A982BF5 B357B3474D56858E50033D16EDC996189344987F 2016 2021-01-29 14:40:06Z JILL WIEDEMANN-WEST 2060 CENTRE POINT BLVD NO 3 ST PAUL MN 55120 45650057 0 X WWW.PEOPLEINCORPORATED.ORG X 1969 MN PEOPLE INCORPORATED SUPPORTS MENTAL HEALTH AND WELLNESS IN OUR COMMUNITY THROUGH COLLABORATION. 15 15 966 230 0 0 1574660 3010071 40715373 42636418 17693 279 12525 -24950 42320251 45621818 208259 188146 0 0 29713390 32263153 25628 0 412955 11021384 11257116 40968661 43708415 1351590 1913403 25158795 28567742 7053740 8382105 18105055 20185637 X PEOPLE INCORPORATED'S MISSION IS TO "SUPPORT MENTAL HEALTH AND WELLNESS IN OUR COMMUNITY THROUGH COLLABORATION AND INTEGRATION OF CARE." OUR AIM IS TO PROVIDE TOOLS AND SERVICES FOR INDIVIDUALS TO SUPPORT INDEPENDENCE AND QUALITY OF LIFE. PEOPLE INCORPORATED OPERATES MORE THAN SIXTY PROGRAMS THROUGHOUT THE MINNEAPOLIS/ST. PAUL METRO AREA. 1 0 5997358 17616 6757603 CLINICAL SERVICES: WE PROVIDE COMPREHENSIVE MENTAL HEALTH SERVICES FOR CHILDREN AND ADULTS. 3809978 11525 4471718 RESIDENTIAL SERVICES: WE PROVIDE ADULT FOSTER CARE AND OTHER RESIDENTIAL LIVING SERVICES AIMED AT HELPING ADULTS WITH MENTAL ILLNESS TO LIVE AS INDEPENDENTLY AS POSSIBLE. 5811894 32625 6448145 HOMELESS SERVICES: WE PROVIDE A VARIETY OF OUTREACH SERVICES TO INDIVIDUALS WHO ARE CHRONICALLY HOMELESS DUE TO MENTAL ILLNESS, AND WORK WITH THESE INDIVIDUALS TO OBTAIN APPROPRIATE HOUSING. 4790371 56958 4912272 CHILDREN'S AND FAMILY SERVICES: WE PROVIDE A VARIETY OF SPECIALIZED CHILD-FOCUSED MENTAL HEALTH AND RELATED SERVICES AIMED AT HELPING KIDS AND FAMILIES TO THRIVE. 4630652 4578 5093068 COMMUNITY SUPPORT SERVICES: WE PROVIDE A VARIETY OF SPECIALIZED POPULATIONS WITH INDIVIDUALIZED, RECOVERY-FOCUSED, COMMUNITY-BASED SERVICES FOR MENTAL ILLNESS. 3879265 53920 4727233 CASE MANAGEMENT SERVICES: WE WORK WITH COUNTIES TO HELP PEOPLE WITH MENTAL ILLNESS LIVE SAFELY AND SUCCESSFULLY IN THE COMMUNITY. 7893647 7846 9145738 TREATMENT SERVICES: WE PROVIDE INTENSIVE MENTAL HEALTH DUAL DIAGNOSIS AND STABILIZATION SERVICES AS AN ALTERNATIVE TO HOSPITALIZATION. 1198048 3078 1080641 INTEGRATED SERVICES: INTEGRATED SERVICES ACTS IN PARTNERSHIP WITH ALL OF OUR SERVICES AND PROGRAMS TO MORE FULLY ADDRESS THE COMPLEX HEALTH NEEDS SEEN IN THE POPULATION WE SERVE. THE WORK OF THIS DIVISION FOCUSES ON PRIMARY CARE, WELLNESS, AND NUITRITION. 22391983 126380 24958952 38011213 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 237 0 966 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MN X LORI ANDERSON 6512883507 2060 CENTRE POINT BLVD NO 3 ST PAUL MN 55120 KEN DUNCAN PRESIDENT 4.00 X X 0 0 0 BOB HENNESSEY SECRETARY 4.00 X X 0 0 0 MARC HADLEY TREASURER 4.00 X X 0 0 0 JANICE ANDERSON DIRECTOR 4.00 X 0 0 0 MARIANNE CURRY DIRECTOR 4.00 X 0 0 0 SUE ERNESTER DIRECTOR 4.00 X 0 0 0 ELLEN SUE EWALD DIRECTOR 4.00 X 0 0 0 BILL FRELS DIRECTOR 4.00 X 0 0 0 BILL MAHLUM DIRECTOR 4.00 X 0 0 0 NANCY MCKILLIPS DIRECTOR 4.00 X 0 0 0 KEITH MILLER DIRECTOR (LEFT JULY 2016) 4.00 X 0 0 0 JIM PETER DIRECTOR (LEFT JULY 2016) 4.00 X 0 0 0 SUSAN RYDELL DIRECTOR 4.00 X 0 0 0 PATRICK SEEB DIRECTOR (LEFT JULY 2016) 4.00 X 0 0 0 KYLE THOMAS DIRECTOR 4.00 X 0 0 0 ANN TULLOCH DIRECTOR 4.00 X 0 0 0 WENDY WADDELL DIRECTOR 4.00 X 0 0 0 KATHY WELLINGTON DIRECTOR 4.00 X 0 0 0 JILL WIEDEMANN-WEST CHIEF EXECUTIVE OFFICER 50.00 X 256299 0 30981 JAMES OLSON CHIEF FINANCIAL OFFICER 50.00 X 177336 0 10768 PAUL EKBERG PSYCHIATRIST 40.00 X 231258 0 16265 HEATHER CHRISTOPHERSON VICE PRESIDENT ADVANCEMENT 50.00 X 112911 0 16258 SUE HOISINGTON DIVISION DIRECTOR 50.00 X 112304 0 16229 MIKE TURPIN GENERAL COUNSEL 50.00 X 128354 0 6822 JODIE BREND DIVISION DIRECTOR 50.00 X 101197 0 6068 GINNEE ENGBERG DIVISION DIRECTOR 50.00 X 114412 0 16280 1234071 0 119671 8 0 1 0 KLAR DIG CONSTRUCTION INC 632 MENDELSSOHN AVE N MINNEAPOLIS MN 55427 ARCHITECTURAL AND GENERAL CONTRACTOR 637638 NETSMART TECHNOLOGIES INC PO BOX 823519 PHILADELPHIA PA 19182 ELECTRONIC MEDICAL RECORD SERVICES FEES 348104 ADP INC PO BOX 842875 BOSTON MA 02284 ELECTRONIC PAYROLL, HR AND BENEFIT SERVI 150016 BEVERLY R LEWIS 7160 CAHILL ROAD 227 EDINA MN 55439 PSYCHIATRY 134758 ACTION ROOFING AND SIDING LLC 1315 SOUTHVIEW BLVD SOUTH ST PAUL MN 55075 ROOFING 133280 9 532212 112632 2365227 1143861 3010071 MEDICAL ASSISTANCE/PMAP 624200 27307745 27307745 CONTRACT REVENUE 624200 6703951 6703951 OTHER PROGRAM REVENUE 624200 5587260 5587260 PRIVATE PAY 624200 1526867 1526867 COMMERICAL INSURANCE 624200 1510595 1510595 42636418 279 279 0 112632 28239 -28239 -28239 MISCELLANEOUS REVENUE 900099 3289 3289 3289 45621818 42636418 0 -24671 188146 188146 475384 461020 14364 25468762 22664558 2582018 222186 390392 294203 90153 6036 3679879 3302039 350053 27787 2248736 2002041 229112 17583 64452 64452 35313 35313 813346 661685 148409 3252 80845 5315 75480 50 463522 330285 87556 45681 1224188 819528 386429 18231 1757755 1397122 352066 8567 753182 736487 14518 2177 109728 48880 29409 31439 141696 141696 928941 680937 240718 7286 210676 197574 12527 575 CLIENT HOUSING 2749785 2749785 SUPPLIES 912634 894872 17762 BAD DEBT EXPENSE 545590 543089 2501 RECRUITING AND DEVELOPM 251589 190530 60846 213 213874 162441 46406 5027 43708415 38011213 5284247 412955 4890318 6040498 378615 0 314945 369260 4040036 3957325 823128 730272 20066546 6602718 10935486 13463828 3564704 3749430 211563 257129 25158795 28567742 2837172 3419076 584435 481087 4700 3577854 4385900 49579 96042 7053740 8382105 X 14382686 16107437 871286 1180233 2851083 2897967 18105055 20185637 25158795 28567742 X 1913403 130295 36884 X 0 1 X 1 0 X 3564801 2276606 1852720 1574660 3010071 12278858 31910257 32068441 35111507 40715373 42636418 182441996 35475058 34345047 36964227 42290033 45646489 194720854 1050519 1328979 994101 1140108 1030964 5544671 0 1050519 1328979 994101 1140108 1030964 5544671 189176183 41450 59508 66511 17693 279 185441 41450 59508 66511 17693 279 185441 52539 31919 36725 30617 3289 155089 35569047 34436474 37067463 42338343 45650057 195061384 0.96980 0.96960 0.00100 0.00140 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2012 AMOUNT: $ 52,539. 2013 AMOUNT: $ 31,919. 2014 AMOUNT: $ 36,725. 2015 AMOUNT: $ 30,617. 2016 AMOUNT: $ 3,289. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1504848 15000 130164 2853 1647159 1477802 26800 3079 2833 1504848 1390899 93933 41949 48929 1477802 1256517 1282 178996 45896 1390899 1139602 60300 98847 42232 1256517 0.33010 0.48340 0.18650 1 0 1803004 1803004 16506274 5713112 10793162 1668298 889606 778692 88970 88970 13463828 457B PLAN LIABILITY 96042 96042 X 45649778 195418 195418 45454360 167458 167458 45621818 43736654 28239 28239 43708415 0 43708415 PART V, LINE 4: TO PRESERVE PRINCIPAL AND MAKE DISTRIBUTIONS ACCORDING TO POLICY. PART X, LINE 2: PEOPLE INCORPORATED IS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS A PUBLIC CHARITY UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS TO IT ARE TAX DEDUCTIBLE. THE ORGANIZATION FOLLOWS THE GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION HAS NO CURRENT OBLIGATION FOR UNRELATED BUSINESS INCOME TAX. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 28,239. CHANGE IN VALUE OF HOLDINGS AT COMMUNITY FOUNDATION 36,884. UNREALIZED GAINS ON INVESTMENTS 130,295. PART XI, LINE 4B - OTHER ADJUSTMENTS: NONOPERATING INCOME 167,458. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 28,239. ANNUAL LUNCHEON 112632 112632 8277 14279 1500 4183 112632 112632 8277 14279 1500 4183 28239 -28239 1 CLIENT SPECIFIC ASSISTANCE 1516 163590 0 N/A N/A BASIC NEEDS AND HOUSEHOLD GOODS 712 0 24556 FMV BASIC NEEDS AND HOUSEHOLD GOODS PART I, LINE 2: THE AGENCY DOES NOT AWARD GRANTS, BUT RATHER PROVIDES ASSISTANCE TO INDIVIDUAL CLIENTS FOR EMERGENCY SHELTER, DAMAGE DEPOSITS, CLOTHING, FOOD, TRANSPORTATION AND OTHER EMERGENCY NEEDS. THESE FUNDS ARE ALLOCATED TO CLIENTS ACCORDING TO ANY CONTRACT GUIDELINES TO ENSURE THE STABILITY OF THE CLIENTS THAT WE SERVE. 1 X X X X 0 0 0 0 0 0 0 1 0 JILL WIEDEMANN-WEST CHIEF EXECUTIVE OFFICER 256299 0 0 0 0 0 15294 0 15687 0 287280 0 0 0 JAMES OLSON CHIEF FINANCIAL OFFICER 177336 0 0 0 0 0 10768 0 0 0 188104 0 0 0 PAUL EKBERG PSYCHIATRIST 231258 0 0 0 0 0 6983 0 9282 0 247523 0 0 0 PART I, LINE 7 THE HR COMMITTEE AND THE BOARD OF DIRECTORS APPROVED A ONE-TIME PAYMENT TO THE CEO BASED ON A MARKET SURVEY AND ACHIEVEMENT OF PERFORMANCE GOALS. THE CFO RECEIVED A ONE-TIME PAYMENT AS APPROVED BY THE CEO BASED ON A MARKET SURVEY AND ACHIEVEMENT OF PERFORMANCE GOALS. A CITY OF NEW HOPE MINNESOTA 416008870 2004-08-24 713000 PURCHASE LAND AND BUILDINGS 0 0 0 B MINNESOTA AGRICULTURE AND ECONOMIC DEVELOPMENT BOARD 416007162 2010-10-22 3500000 PURCHASE AND REHAB NEW BUILDING AND REFINANCE EXISTING DEBT 0 0 0 A 448366 713000 14260 698740 2004 0 0 1 1 B 798983 3500000 70000 3430000 2011 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 1 0 0 0 0 B 0 0 1 0 1 0 0 0 0 A 0 B 0 X 35 MARKET X 23326 MARKET X 7 31995 STOCK MARKET QUOTES X 105 MARKET X ACQUISITION OF FAMILY LIFE MENTAL HEALTH CENTER 0 1086689 MARKET X GIFT CARDS 0 690 FACE VALUE X STAFF DRIVE GIFTS 0 621 FACE VALUE X HEALTH & WELLNESS SUPPLIES 0 400 MARKET 0 0 0 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 2 IN LATE 2016 PEOPLE INCORPORATED MERGED FAMILY LIFE MENTAL HEALTH CENTER (FLMHC) INTO OUR EXISTING SERVICES. FLMHC IS A 40 YEAR OLD NON-PROFIT SERVING ANOKA COUNTY WITH OUTPATIENT MENTAL HEALTH SERVICES, INCLUDING BUT NOT LIMITED TO, INDIVIDUAL, FAMILY AND GROUP THERAPY, AS WELL AS, PSYCHIATRIC SERVICES. FLMHC EMPLOYS APPROXIMATELY 50 FULL AND PART TIME STAFF. THIS MERGER WAS OFFICIALLY RECOGNIZED AND FILED ON NOVEMBER 1, 2016. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED IT'S BYLAWS DURING THE FISCAL YEAR AND THE SIGNIFICANT CHANGES ARE AS FOLLOWS: 1. THE NUMBER OF MAXIMUM BOARD MEMBERS CHANGED FROM 19 TO 25. 2. CHANGED THE QUORUM RULES TO REQUIRE MAJORITY OF DIRECTORS THEN IN OFFICE TO CONSTITUTE A QUORUM. 3. REMOVED THE ABILITY OF ANY DIRECTOR TO VOTE BY PROXY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 IS DISTRIBUTED FIRST TO THE FINANCE COMMITTEE AND REVIEWED WITH THE AUDIT REPORT. AFTER APPROVED BY THE FINANCE COMMITTEE, THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND PRESENTED BY THE COMMITTEE FOR APPROVAL BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND TOP MANAGEMENT STAFF SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. THE CONFLICT OF INTEREST POLICY FOR OTHER MANAGEMENT AND STAFF IS INCLUDED IN THE EMPLOYEE HANDBOOK. BEFORE BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. DETERMINATIONS SHALL BE MADE BY THE BOARD OR COMMITTEE MEMBERS THAT DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. A PERSON WHO HAS 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. RESPONSIBLE PERSONS WHO ARE NOT MEMBERS OF THE BOARD OF DIRECTORS OF PEOPLE INCORPORATED, OR WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT IS NOT THE SUBJECT OF BOARD OR COMMITTEE ACTION, SHALL DISCLOSE TO THE CHAIR OR THE CHAIR'S DESIGNEE ANY CONFLICT OF INTEREST THAT SUCH RESPONSIBLE PERSON HAS WITH RESPECT TO A CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL BE MADE AS SOON AS THE CONFLICT OF INTEREST IS KNOWN TO THE RESPONSIBLE PERSON. THE RESPONSIBLE PERSON SHALL REFRAIN FROM ANY ACTION THAT MAY AFFECT THE ORGANIZATION'S PARTICIPATION IN SUCH CONTRACT OR TRANSACTION. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL DISCLOSE THE CIRCUMSTANCES TO THE CHAIR OR THE CHAIR'S DESIGNEE, WHO SHALL DETERMINE WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THE ORGANIZATION'S POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS ESTABLISHED BY THE BOARD OF DIRECTORS AND REVIEWED ANNUALLY AS A PART OF AN OVERALL PERFORMANCE REVIEW. THIS REVIEW LAST OCCURRED IN 2016. OTHER EXECUTIVE AND TOP MANAGEMENT COMPENSATION IS REVIEWED AND DETERMINED BY THE CEO AND IN CONSULTATION WITH FINANCE AND HUMAN RESOURCES. DATA USED TO DETERMINE COMPENSATION INVOLVES THE USES OF MULTIPLE SALARY SURVEYS COMPARING INDUSTRY, SIZE OF ORGANIZATION, OPERATING REVENUE AND GENERAL EDUCATION AND YEARS OF EXPERIENCE TO DETERMINE WHAT THE 'MARKET' RATE FOR THESE POSITIONS IS. INTERNAL EQUITY ANALYSIS OCCURS WITH RECOMMENDATIONS MADE BY HR AND FORWARDED TO THE CEO AND CFO FOR FINAL APPROVAL. SALARY RATIONALES ARE NOTED INTERNALLY INDICATING THE RATIONALE FOR THE SALARY INCREASE AND WILL INCLUDE REFERENCES TO EDUCATION, YEARS OF OVERALL EXPERIENCE, LICENSES/CERTIFICATIONS, COMPETENCIES AND OTHER APTITUDES OR ACCOMPLISHMENTS. THIS IS DONE ON AN ANNUAL BASIS TO SUPPORT OUR RETENTION EFFORTS. THIS REVIEW LAST OCCURRED IN 2016. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF HOLDINGS AT COMMUNITY FOUNDATION 36,884. PEOPLE COMMUNITY SERVICES 2060 CENTRE POINTE BOULEVARD SUITE ST PAUL MN 55130 020726544 INACTIVE MN 501(C)(3) 9 PEOPLE INCORPORATED 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0