2024-11-15T13:47:43-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2023-01-01 411234378 COCHRAN RECOVERY SERVICES INC COCH 6514374209 2000 WHITE BEAR AVE MAPLEWOOD MN 55109 TOM MEIER TREASURER 6514374209 2024-11-14 1 1 KAREN A GRIES P00078514 6128764500 2024-11-14 2023 2024-10-15 13:58:12Z X KENNETH ROBERTS 2000 WHITE BEAR AVE MAPLEWOOD MN 55109 15094362 0 X WWW.DETOXONE.ORG X 1973 MN PROVIDING TREATMENT FOR PERSONS WITH SUBSTANCE USE AND MENTAL HEALTH DISORDERS. 6 0 69 5 0 0 130 10163442 3799064 4918232 2292 44 3460 12644 3804946 15094362 0 93406 0 0 1831774 2444332 0 0 0 1600093 1614428 3431867 4152166 373079 10942196 1892112 12240884 574127 132312 1317985 12108572 X PROVIDING TREATMENT FOR PERSONS WITH SUBSTANCE USE AND MENTAL HEALTH DISORDERS. 0 0 4124287 93406 4918232 COCHRAN RECOVERY SERVICES PROVIDES MEDIUM-INTENSITY RESIDENTIAL TREATMENT (ASAM 3.1) FOR ADULTS IDENTIFYING AS MEN. OPENED IN 1974 AND BECOMING MANAGED BY NUWAY ALLIANCE IN 2019, THIS FACILITY CONTINUED TO MEET A VITAL NEED IN 2022 BY PROVIDING QUARANTINE SPACE FOR CLIENTSWITH COVID-19, ALLOWING THEM TO CONTINUE RECEIVING CARE AND TREATMENT.IN 2023 COCRHAN RECOVERY SERVICES RELOCATED ITS CAMPUS FROM THE MINNESOTA STATE VETERANS HOME IN HASTINGS, TO THE FORMER RAMSEY COUNTY CARE CENTER IN MAPLEWOOD. THE MAPLEWOOD FACLITY HAS A CAPACITY OF MORE THAN DOUBLE, AND WAS CONSTRUCTED NEARLY 100 YEARS AFTER THE PREVIOUS HASTINGS LOCATION. COCHRAN SERVED 690 INDIVIDUALS IN 2023. LIKE MANY OF THE NATION'S INDEPENDENTLY OPERATED BEHAVIORAL HEALTHCARE PROVIDERS, COCHRAN RECOVERY SERVICES FACES DAUNTING CHALLENGES POSED BY CONSTANTLY EVOLVING AND COMPLEX POLICIES, INSURANCE REGULATIONS, AND MARKET CONDITIONS INCLUDING PRIVATE EQUITY TAKEOVERS OF BEHVIORAL HEALTH OPERATORS. WHILE THE NEED FOR AFFORDABLE HIGH-QUALITY TREATMENT FOR SUBSTANCE USE DISORDER AND CO-OCCURRING MENTAL HEALTH CONDITIONS HAS NEVER BEEN HIGHER, THE DEMANDS OF COMPLIANT SERVICE DELIVERY HAVE NEVER BEEN GREATER. THE COUNTRY LACKS QUALIFIED CAREGIVERS. CLIENTS SHOW UP TO TREATMENT WITH HIGHER SYMPTOM ACUITY AND MORE COMPLEX DIAGNOSES. INSURANCE DOCUMENTATION REQUIREMENTS EXACERBATE THE WORKLOAD OF FATIGUED PROVIDERS. RISING REAL ESTATE PRICES AND THE NEED FOR ADDITIONAL HOUSING INCREASE THE COSTS OF BUILDING OR LEASING FACILITIES AND PUBLIC RESISTANCE TO HAVING NEARBY ADDICTION TREATMENT FACILITIES CAN MAKE IT DIFFICULT FOR OPERATORS TO ESTABLISH NEW PROGRAMS.A MAIN GOAL OF NUWAY ALLIANCE IS, WHEN CALLED UPON, TO ASSUME THE MANAGEMENT AND OPERATION OF UNDERPERFORMING OR OTHERWISE AT-RISK TREATMENT PROVIDERS TO MAINTAIN OR INCREASE THEIR TREATMENT CAPACITY AND IMPROVE THEIR QUALITY. NUWAY ALLIANCE BEGAN OPERATING AND MANAGING COCHRAN RECOVERY SERVICES IN 2019 WHEN FINANCIAL PRESSURES THREATENED THE CLOSURE OF THIS LONGSTANDING AND MUCH-NEEDED PROGRAM. NUWAY ALLIANCE INCREASED THE PROGRAM'S CAPACITY, TREATMENT EFFICACY, AND EFFICIENCY BY APPLYING MANAGERIAL AND OPERATIONAL EXPERTISE. THROUGH CONCERTED EFFORTS BY THE NUWAY ALLIANCE LEADERSHIP TEAM, FINANCIAL STABILITY, CLINICAL INNOVATION, AND EMPLOYEE RELATIONS IMPROVED, ALLOWING THE PROGRAM TO ENHANCE ITS TREATMENT OFFERING. WHILE NUWAY ALLIANCE IS THE OPERATING ENTITY RESPONSIBLE FOR MANAGING AND MAINTAINING COCHRAN RECOVERY SERVICES OPERATION, COCHRAN MAINTAINED ITS IDENTITY AND BRAND NAME, WHICH IS KNOWN TO COMMUNITY MEMBERS AND EMPLOYEES.COCHRAN RECOVERY SERVICES IS MANAGED BY NUWAY ALLIANCE, MINNESOTA'S LARGEST NONPROFIT EXTENDED BEHAVIORAL HEALTHCARE PROVIDER BY NUMBER OF CLIENTS SERVED. NUWAY ALLIANCE MEETS AN ESTIMATED 12 PERCENT OF MINNESOTA'S ADULT TREATMENT NEEDS, 23 PERCENT OF THE STATE'S PUBLICLYFUNDED TREATMENT NEEDS. 4124287 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 69 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X TOM MEIER 6127670300 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 KENNETH ROBERTS CHAIR 1.00 52.00 X X 0 366418 183649 ANGELA HANSEN SECRETARY 1.00 52.00 X X 0 172889 11231 TOM MEIER TREASURER 1.00 52.00 X X 0 416565 307160 MONIQUE BOURGEOIS DIRECTOR 1.00 52.00 X 0 293158 152513 JOHN MILLER DIRECTOR 1.00 52.00 X 0 258104 29161 MARIAN SPIESS RESIDENTIAL SERVICES DIRECTOR 10.00 40.00 X 0 163083 17744 STEPHEN BRENNAN PROGRAM DIRECTOR 50.00 0.00 X 163460 0 14568 MATTIE SCHUETTE PROGRAM DIRECTOR 50.00 0.00 X 100856 0 20588 264316 1670217 736614 2 0 1 0 REINHART FOODSERVICE LLC 10400 COMMERCE BLVD ROGERS MN 55374 FOOD SERVICE 327560 STATE OF MINNESOTA DEPT OF VETERANS AFFA 1200 18TH STREET EAST HASTINGS MN 55033 LANDLORD 241720 2 10163442 10163442 DETOX/CHEM DEP TREATME 624310 4918232 4918232 4918232 44 44 OTHER INCOME 900099 12644 12644 12644 15094362 4918232 0 12688 93406 93406 2157095 2156154 941 54338 52217 2121 232899 232706 193 425170 425170 16472 16472 206836 206836 27694 26211 1483 341436 341436 3734 3734 5256 5256 138831 132162 6669 PROGRAM EXPENSE 377699 377699 MN CARE TAX 50282 50282 LEASED EQUIPMENT 14554 14554 LICENSE AND FEES 4626 4626 1838 1838 4152166 4124287 27879 0 726150 3063680 54685 7522 764698 401321 636 8030350 526401 117615 7503949 228328 1264412 1892112 12240884 255082 132312 319045 0 574127 132312 X 1317985 12108572 1317985 12108572 1892112 12240884 10942196 -151609 0 X 0 1 X 1 0 X 100750 250000 658900 130 10163442 11173222 3114264 3085320 2730120 3799064 4918232 17647000 3215014 3335320 3389020 3799194 15081674 28820222 0 0 0 28820222 4194 6204 147 2292 44 12881 4194 6204 147 2292 44 12881 91 3460 12644 16195 3219208 3341524 3389258 3804946 15094362 28849298 0.99900 0.99830 0.00040 0.00080 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 91. 2022 AMOUNT: $ 3,460. 2023 AMOUNT: $ 12,644. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7360309 7360309 406301 406301 0 41122 41122 0 222618 78978 143640 7503949 DUE FROM NUWAY ALLIANCE 1264412 1264412 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. IT IS ALSO EXEMPT FROM STATE INCOME TAX. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THERE WAS NO UNRELATED BUSINESS INCOME TAX RECORDED FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. 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, 2023 AND 2022. THE ORGANIZATION'S TAX RETURNS ARE TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. ANY INTEREST AND PENALTIES WOULD BE INCLUDED IN INCOME TAX EXPENSE ON THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. 1 NUWAY ALLIANCE 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 842633989 501(C)3 93406 0 SUPPORT RESIDENTIAL HOUSING PROGRAM 1 PART I, LINE 2: USE OF FUNDS IS MONITORED CLOSELY BY MANAGEMENT. NUWAY ALLIANCE CONTROLS THE COCHRAN RECOVERY SERVICES ACTIVITIES THROUGH BOARD CONTROL AND WILL MANAGE DISBURSEMENTS THAT ARE MADE DURING THE YEAR. X 1 1 0 1 0 0 0 0 0 0 0 TOM MEIER TREASURER 0 248115 0 125500 0 42950 0 294000 0 13160 0 723725 0 0 KENNETH ROBERTS CHAIR 0 240970 0 98500 0 26948 0 175810 0 7839 0 550067 0 0 MONIQUE BOURGEOIS DIRECTOR 0 195358 0 90000 0 7800 0 149013 0 3500 0 445671 0 0 JOHN MILLER DIRECTOR 0 185989 0 61250 0 10865 0 16000 0 13161 0 287265 0 0 ANGELA HANSEN SECRETARY 0 146889 0 25000 0 1000 0 4020 0 7211 0 184120 0 0 MARIAN SPIESS RESIDENTIAL SERVICES DIRECTOR 0 139919 0 10000 0 13164 0 14794 0 2950 0 180827 0 0 STEPHEN BRENNAN PROGRAM DIRECTOR 116010 0 46450 0 1000 0 11068 0 3500 0 178028 0 0 0 PART I, LINE 3 COCHRAN RECOVERY SERVICES, INC. IS A MEMBER OF THE NUWAY ALLIANCE AND USES THE NWA COMPENSATION STRATEGY AS PER BELOW. THE NUWAY ALLIANCE IS A NON-PROFIT ORGANIZATION SERVING COMPANIES FOCUSED ON SUBSTANCE USE ADDICTION AND RECOVERY SERVICES. THE ALLIANCE WAS FORMED TO UNIFY AND FOCUS THE INDIVIDUAL STRENGTH AND SUCCESS OF THE COMPANIES. THE NUWAY ALLIANCE OPERATES FOUR ENTITIES: NUWAY, NUWAY RECOVERY FOUNDATION, COCHRAN RECOVERY SERVICES AND THE GABLES. PROVIDING PREEMINENT MISSION-BASED SERVICES DEPENDS ON RECRUITING AND RETAINING TALENT FROM TOP-PERFORMING FOR-PROFIT AND NON-PROFIT COMPANIES. COMPENSATION LEVELS ARE DETERMINED ANNUALLY BY THE BOARD USING DATA FROM SIMILAR PERFORMING FOR-PROFIT AND NON-PROFIT COMPANIES (FORM 990 OF OTHER ORGANIZATIONS & COMPENSATION SURVEY OR STUDIES) AND AN INDEPENDENT COMPENSATION CONSULTANT IN CONJUNCTION WITH ITS EVALUATION OF THE CEO/COO. THIS PROCESS INVOLVES THE FULL BOARD, WITH INPUT FROM OTHER ORGANIZATION STAFF FOR FULL-SPECTRUM VISIBILITY. PART I, LINE 4B NUWAY, A RELATED ORGANIZATION, SPONSORS A STRUCTURED EXECUTIVE COMPENSATION PROGRAM. BEGINNING IN 2019, THE PROGRAM INCLUDES A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WITH SUBSTANTIAL RISK OF FORFEITURE AND INVESTMENT RISK BORNE BY THE PARTICIPANTS. PARTICIPANTS ARE EVALUATED ANNUALLY ON ORGANIZATIONAL HEALTH AND PERFORMANCE METRICS AGREED TO IN THE PREVIOUS YEAR, WHICH MUST BE ACHIEVED FOR AWARDS TO OCCUR. IN 2023 THE FOLLOWING PERSONS PARTICIPATED IN THE PROGRAM: DAVID VENNES $236,000; TOM MEIER $267,000; KENNETH ROBERTS $151,000; MONIQUE BOURGEOIS $129,600; JOHN MILLER $35,900. FORM 990, PART VI, SECTION A, LINE 2 ALL OF THE BOARD MEMBERS OF COCHRAN RECOVERY SERVICES, INC. HAVE A BUSINESS RELATIONSHIP THROUGH NUWAY ALLIANCE. FORM 990, PART VI, SECTION A, LINE 3 COCHRAN RECOVERY SERVICES, INC. HAS A MANAGEMENT AGREEMENT WITH NUWAY ALLIANCE AND AFFILIATES (THE ALLIANCE) TO CEDE CONTROL TO THE ALLIANCE BOARD OF DIRECTORS. THE ALLIANCE PROVIDES MANAGEMENT, LEADERSHIP, AND CONSULTING SERVICES TO COCHRAN RECOVERY SERVICES, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT IS AVAILABLE, THE RETURN IS REVIEWED BY THE CHIEF ADMINISTRATIVE OFFICER AND CHANGES INCORPORATED BEFORE THE RETURN IS REVIEWED BY THE BOARD OF DIRECTORS, PRIOR TO THE RETURN BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS INTERESTED PERSONS. EACH INTERESTED PERSON ANNUALLY COMPLETES A CONFLICT OF INTEREST STATEMENT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNING BODY OF NUWAY ALLIANCE, A RELATED ORGANIZATION, MEETS INDEPENDENTLY OF THE TOP MANAGEMENT OFFICIAL TO DISCUSS JOB PERFORMANCE. ONCE A CONSENSUS IS REACHED REGARDING JOB PERFORMANCE, COMPENSATION IS DETERMINED USING NATIONAL COMPENSATION SURVEYS CONDUCTED BY INDEPENDENT THIRD-PARTY FIRMS THAT ARE USED BY NATIONALLY KNOWN NON-PROFIT AND FOR-PROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. NUWAY HOUSE INC 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 123456789 SUPPORT HOUSING NEEDS FOR THE HOMELESS ADDICTS AND ALCOHOLICS MN 501(C)(3) LINE 10 N/A 0 NUWAY RECOVERY FOUNDATION 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 832935624 TO SUPPORT THE PURPOSES OF NUWAY HOUSE, INC. MN 501(C)(3) LINE 12A, I NUWAY HOUSE INC 0 NUWAY ALLIANCE 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 842633989 TO SUPPORT THE PURPOSES OF NUWAY HOUSE, INC. MN 501(C)(3) LINE 12B, II NUWAY HOUSE INC 0 NUWAY MENTAL HEALTH CLINIC 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 923327583 TO SUPPORT THE PURPOSES OF NUWAY HOUSE, INC. MN 501(C)(3) LINE 10 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1