2025-12-23T09:39:04-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2024-01-01 410873104 WAYSIDE HOUSE INC WAYS 9529265626 1600 UNIVERSITY AVE W 300 ST PAUL MN 55104 AMY MORGAN CHIEF EXECUTIVE OFFICER 9529265626 2025-12-22 1 1 KAREN A GRIES P00078514 6128764500 2025-12-22 2024 2025-03-06 01:10:19Z X WAYSIDE RECOVERY CENTER AMY MORGAN 1600 UNIVERSITY AVE W 300 ST PAUL MN 55104 8093199 0 X WWW.WAYSIDERECOVERY.ORG X 1954 MN BREAKING THE CYCLE OF ADDICTION AND TRAUMA FOR WOMEN, CHILDREN, AND FAMILIES. 11 11 166 18 0 0 3920249 2868305 5200686 5217025 964 7869 71628 0 9193527 8093199 0 0 0 0 6323733 5791774 0 0 279866 2584464 2543161 8908197 8334935 285330 -241736 4964782 4609533 3662019 3548506 1302763 1061027 X OUR MISSION IS TO BREAK THE CYCLE OF ADDICTION AND TRAUMA FOR WOMEN, CHILDREN, AND FAMILIES. 0 0 2796534 0 2863839 WOMEN'S TREATMENT CENTER (WTC) PROVIDES RESIDENTIAL TREATMENT FOR UP TO 41 WOMEN AT A TIME AND IS DESIGNED TO SERVE WOMEN WITH SUBSTANCE USE DISORDERS AND CO-OCCURRING MENTAL HEALTH CONDITIONS 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/OR (5) ARE PREGNANT, POST-PARTUM, OR PARENTING. WOMEN RECEIVE COORDINATED BEHAVIORAL AND PHYSICAL HEALTH CARE TAILORED TO THEIR UNIQUE NEEDS AND TREATMENT HISTORY WHILE RECEIVING SUPPORT SERVICES FOR LONG TERM RECOVERY FROM OUR SKILLED AND CARING STAFF INCLUDING LICENSED ALCOHOL AND DRUG COUNSELORS, MENTAL HEALTH THERAPISTS, NURSES, MEDICAL DOCTOR, CASE MANAGERS AND PEER SUPPORT SPECIALISTS. WE ALSO PROVIDE MEDICATION ASSISTED TREATMENT (MAT) AND PSYCHIATRY. OUR COMPREHENSIVE SERVICES ENSURE THAT OUR CLIENT'S CHEMICAL, MENTAL AND PHYSICAL HEALTH CARE NEEDS ARE MET AND THAT AT DISCHARGE THEY ARE CONNECTED TO COMMMUNITY SUPPORTS INCLUDING HOUSING, FOOD AND FINANCIAL SECURITY, INSURANCE, AND A SUPPORT NETWORK. LOCATION: ST. LOUIS PARK, MN. IN 2024, 341 WOMEN WERE ENGAGED IN WOMEN'S TREATMENT. 2366143 0 1429586 FAMILY TREATMENT CENTER (FTC) MAINTAINS THE FAMILY UNIT BY ALLOWING MOTHERS TO ENTER TREATMENT PREGNANT OR ALONG WITH THEIR CHILDREN (AGE 11 OR YOUNGER) TO AVOID THE LONG TERM EFFECTS OF 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 SUBSTANCE USE TREATMENT INTEGRATED WITH REUNIFICATION ADVOCACY AND PARENTING EDUCATION AND SUPPORT, WITH THE GOAL OF PROMOTING UNDERSTANDING OF HOW ADDICTION CONTRIBUTES TO THE ADVERSE CHILDHOOD EXPERIENCES (ACES) OF THEIR CHILDREN, BUILDING HEALTHY RELATIONSHIP SKILLS AND ATTACHMENT, ACHIEVING STABILITY IN THE COMMUNITY, AND ULTIMATELY BREAKING THE MULTI-GENERATIONAL TRANSMISSION OF RISK. EVERY WOMAN AND HER CHILD(REN) WORKS WITH A FAMILY SERVICES COUNSELOR AND CASE MANAGER IN ADDITION TO LICENSED ALCOHOL AND DRUG COUSELORS AND A MENTAL HEALTH THERAPIST EXPERIENCED IN PROVIDING CHILD AND FAMILY MENTAL HEALTH SERVICES. ADDITIONAL SERVICES INCLUDE PEER RECOVERY SPECIALISTS, MEDICATION ASSISTED TREATMENT (MAT), NURSING, PSYCHIATRY, AND DEDICATED CHILDREN'S CASE MANAGEMENT. CHILDREN ARE LINKED WITH HIGH QUALITY CHILD CARE, EARLY EDUCATION, DEVELOPMENTAL ASSESSMENT, WELL CHILD AND DENTAL SERVICES, AND SCHOOL SUPPORT. FAMILIES WITH CHILDREN AGE 5 OR UNDER MAY ENROLL IN FAMILY HOME VISITING WITH IN-HOME PARENTING SUPPORT FOR UP TO TWO YEARS POST-TREATMENT. LOCATION: MINNEAPOLIS, MN. IN 2024, 91 WOMEN ACCOMPANIED BY 89 CHILDREN RECEIVED FAMILY TREATMENT. 592286 0 569836 WELLNESS OUTPATIENT CENTER (WWC) PROVIDES OUTPATIENT SUBSTANCE USE DISORDER AND MENTAL HEALTH TREATMENT TO WOMEN WHO: (1) ARE FROM UNDERSERVED POPULATIONS OR RECEIVED SERVICES ELSEWHERE WITHOUT SUCCESS; (2) ARE AT AN EARLIER STAGE IN THEIR DISEASE WITH THE POTENTIAL TO DIMINISH CONSEQUENCES OF THE DISEASE LONG-TERM; (3) NEED OVERALL HEALTH FOR THEMSELVES AND THEIR FAMILIES ADDRESSED; AND (4) ARE "STEPPING DOWN" FROM INTENSIVE RESIDENTIAL SERVICES AND NEED ONGOING OUTPATIENT TREATMENT AND/OR MENTAL HEALTH SERVICES TO GAIN STABLE RECOVERY. TREATMENT SERVICES INCLUDE IN PERSON AND TELEHEALTH INTENSIVE OUTPATIENT AND TELEHEALTH OUTPATIENT/AFTERCARE. THE ADDITION AND EXPANSION OF THESE SERVICES ALLOWS US TO SERVE WOMEN AT WHATEVER STAGE OF NEED THEY PRESENT AND GIVES US FLEXIBILITY TO TRANSITION CLIENTS BETWEEN DIFFERENT LEVELS OF CARE TO DIMINISH RECURRENCE OF USE AND SUPPORT LONG-TERM RECOVERY AND STABILITY. LOCATION: ST. PAUL, MN. IN 2024, 98 WOMEN RECEIVED OUTPATIENT SUBSTANCE USE DISORDER TREATMENT. 238776 0 353764 WAYSIDE SUPPORTIVE HOUSING (WSH) PROVIDES A BRIDGE FROM RESIDENTIAL AND OUTPATIENT TREATMENT; AND/OR CHRONIC HOMELESSNESS CIRCUMSTANCES TO SUCCESSFUL RE-INTEGRATE AND STABILIZE IN THE COMMUNITY. WAYSIDE'S LONG-TERM SUPPORTIVE HOUSING PROGRAM IN ST. LOUIS PARK HAS SIXTEEN (16) APARTMENTS FOR MOM AND HER CHILDREN AND (8) SPOTS FOR 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 SOBERCOMMUNITY. 229005 0 0 WAYSIDE PREVENTION AND EDUCATION PROVIDES EDUCATION AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO PROFESSIONALS, INDIVIDUALS AND FAMILY MEMBERS WHO SEEK INFORMATION ABOUT ADDICTION AND TRAUMA. THE WAYSIDE WOMEN SERVICES ECHO (EXTENSION FOR COMMUNITY HEALTHCARE OUTCOMES) LAUNCHED IN MARCH 2018 AND IS ONE OF THREE PROVIDERS IN THE STATE TO OFFER THIS SERVICE. WAYSIDE FACILITATES A MONTHLY ONLINE MEETING PLATFORM SO PROVIDERS CAN LEARN FROM EXPERTS ABOUT PRACTICES THAT SUPPORT POSITIVE OUTCOMES FOR WOMEN WITH SUBSTANCE USE DISORDER; PRESENT CLIENT CASES AND RECEIVE INPUT, SHARE SUPPORT RESOURCES AND IDEAS THAT FOSTER COLLABORATION; AND ACCESS COLLECTIVE KNOWLEDGE ON WORKING WITH WOMEN WITH DIVERSE EXPERIENCES AND CULTURAL CONSIDERATIONS. WAYSIDE'S FOURTH FRIDAY FORUM IS A MONTHLY EDUCATIONAL SERIES FOR CLINICIANS, EDUCATORS, ADMINISTRATORS AND EXECUTIVES. EXPERTS SHARE THEIR KNOWLEDGE ON VARIOUS TOPICS, EXAMINE CURRENT ISSUES AND INSPIRE HEALTH PROVIDERS TO IMPLEMENT NEW MODALITIES TO ADDRESS CLIENT NEEDS. 467781 0 353764 6222744 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 5 0 1 166 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X AMY MORGAN 9524057634 1600 UNIVERSITY AVE WEST 500 ST PAUL MN 55104 LORI HOEFENER IMMEDIATE PAST PRESIDENT 4.00 X X 0 0 0 SUWANA KIRKLAND PRESIDENT 4.00 X X 0 0 0 SARAH MURPHY VICE PRESIDENT 2.00 X X 0 0 0 JOHN MCDONOUGH TREASURER 2.00 X X 0 0 0 CHERYL DAVIDSON SECRETARY 4.00 X X 0 0 0 TRACY JOHNSON DIRECTOR 2.00 X 0 0 0 ANNIE WHITESEL DIRECTOR 2.00 X 0 0 0 MARY HODGE DIRECTOR 2.00 X 0 0 0 CRESTA JONES DIRECTOR 2.00 X 0 0 0 LAURIE HALVERSON DIRECTOR 2.00 X 0 0 0 KAREN MCGOWAN DIRECTOR 2.00 X 0 0 0 AMY MORGAN CHIEF EXECUTIVE OFFICER 40.00 X 198300 0 5658 ANDREA VASQUEZ CHIEF OPERATING OFFICER (OUTGOING) 40.00 X 86746 0 7618 JODI TROST CHIEF ADVANCEMENT OFFICER (OUTGOING) 40.00 X 57160 0 0 ALEXANDER SUKALSKI CHIEF FINANCIAL OFFICER 40.00 X 69340 0 428 NWAY LINN CHIEF CLINICAL OFFICER 40.00 X 145849 0 12959 557395 0 26663 2 0 1 0 NEW HORIZON FOODS 211 2ND STREET NW ST MICHAEL MN 55376 FOOD SERVICE 331387 QUALIFACTS CREDIBLE 315 DEADERICK SUITE 2300 NASHVILLE TN 37238 ELECTRONIC HEALTH RECORD 146948 2 2466654 401651 2868305 TREATMENT FEES 624200 4776731 4776731 HOUSING INCOME (RENT) 623990 236709 236709 HENNEPIN COUNTY GRANT 624200 203585 203585 5217025 7869 7869 8093199 5217025 0 7869 425250 221457 135584 68209 4605074 3496299 990430 118345 44805 35667 7532 1606 303613 239742 52923 10948 413032 306311 91324 15397 1918 1918 61564 61564 181248 107231 73267 750 17033 4662 1818 10553 133760 114556 18829 375 265105 67667 197037 401 312751 213265 55530 43956 217 162 55 2951 2816 50 85 60401 13375 47026 246883 215472 31411 69028 51219 15261 2548 FOOD 416249 415825 424 REPAIRS AND MAINTENANCE 357398 319774 35168 2456 CLIENT SERVICES 325923 322315 308 3300 STAFF DEVELOPMENT 77429 71019 5529 881 13303 3910 9337 56 8334935 6222744 1832325 279866 199329 205110 458323 405128 1042626 889012 561390 559973 71368 93237 7901740 5717280 2395660 2184460 236086 272613 4964782 4609533 592410 659250 55000 2770348 2615481 244261 273775 3662019 3548506 X -263970 -293731 1566733 1354758 1302763 1061027 4964782 4609533 -241736 0 X 0 0 0 X 3384496 5298702 4302695 3920248 2868305 19774446 4445568 3822402 4298563 5200686 5217025 22984244 7830064 9121104 8601258 9120934 8085330 42758690 25995 33381 12693 12418 3530 88017 0 25995 33381 12693 12418 3530 88017 42670673 8364 3914 280 1982 7869 22409 8364 3914 280 1982 7869 22409 697527 83562 54312 86214 921615 8535955 9208580 8655850 9209130 8093199 43702714 0.97640 0.97200 0.00050 0.00070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RECEIPTS - 2020 AMOUNT: $ 14,392. 2021 AMOUNT: $ 34,364. 2022 AMOUNT: $ 11,918. 2023 AMOUNT: $ 43,820. DEBT FORGIVENESS - 2020 AMOUNT: $ 683,135. 2021 AMOUNT: $ 49,198. 2022 AMOUNT: $ 42,394. 2023 AMOUNT: $ 42,394. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22224 22224 22224 22224 22224 22224 22224 81 81 22224 23042 -818 22224 0.00000 1.00000 0.00000 0 0 441311 441311 6249973 4705065 1544908 1210456 1012215 198241 2184460 RIGHT OF USE ASSET 272613 272613 OPERATING LEASE LIABILITY 273775 273775 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. X X X X 0 0 0 0 0 0 0 1 0 AMY MORGAN CHIEF EXECUTIVE OFFICER 188300 0 10000 0 0 0 4632 0 1026 0 203958 0 0 0 NWAY LINN CHIEF CLINICAL OFFICER 143785 0 2064 0 0 0 5923 0 7036 0 158808 0 0 0 PART I, LINE 7 BONUSES ARE PAID BASED ON DISCRETION OF MANAGEMENT AND THE BOARD. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE MAY ACT IN PLACE AND INSTEAD 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 CHIEF FINANCIAL OFFICER REVIEW THE FORM 990, THE FULL BOARD RECEIVED A COPY OF THE FORM 990 PRIOR TO BEING FILED WITH THE IRS. 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 THE EXECUTIVE COMMITTEE OF THE 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. 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 695972 WAYSIDE HOUSE INC