2023-11-15T11:25:00-06:00 2022-12-31 411397419 Abdo LLP 5201 Eden Ave Ste 250 Edina MN 55436 990 2022-01-01 411774247 Metropolitan Area Agency on Aging Inc METR 6516418612 1265 Grey Fox Rd Ste 2 Arden Hills MN 55112 Dawn Simonson President and CEO 6516418612 2023-11-15 1 Dawn Simonson XXX-XX-XXXX 0 Steven D Anseth CPA P00552219 9528359090 2023-11-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Trellis Dawn Simonson 1265 Grey Fox Rd Ste 2 Arden Hills MN 55112 23897774 0 X www.trellisconnects.org X 1994 MN Assist older adults to age in their community with dignity and independence. 17 17 145 87 0 0 23949231 23749892 186027 109672 768 4621 0 0 24136026 23864185 13847902 13075847 0 0 8121643 8373980 0 0 0 2588738 3103060 24558283 24552887 -422257 -688702 8002435 8208699 4532220 5427186 3470215 2781513 X Trellis (the Organization) assists individuals to age successfully and develops the capacity of communities to care for an aging population. 0 0 13075847 12959521 Funding to Community PartnersTrellis manages Older Americans Act funding and other federal and state funding that is awarded to community-based organizations that support older adults to live healthy and connected lives in their communities. The funding provides services such as home-delivered meals and group dining, caregiver support and respite care services, assisted transportation, health promotion, and chore and homemaker services. In 2022, 953,633 meals were provided in group settings and delivered to individuals in their homes; 25,523 units of counseling, support group, and other assistance was provided to caregivers of older adults; 21,393 hours of chore and homemaker services, including 191 home modification projects were completed; 28,465 rides were given to individuals who have difficulties (physical or cognitive) using other forms of transportation. Awarded community-based organizations also delivered 155 hours of nutrition education; made 6,836 calls to isolated older adults; provided 982 hours of consultation and visiting services; conducted 148 technology projects; provided 8,922 hours of legal assistance; and offered 135 health promotion classes that served 1,044 people taking steps to stay healthy, manage chronic conditions and prevent falls. Special Access:Provided 11,748 hours of services to individuals and 739 group events to overcome cultural/language barriers in making community and government services accessible. 6569456 Information and AssistanceIn partnership with the Minnesota Board on Aging, Trellis provides Senior LinkAge Line services in the Twin Cities metro area. During 2022, we had 65,000+ points of contact with older adults and caregivers providing information and resources on Medicare, housing, transportation, financial services and other community supports. 2364602 116326 109672 JuniperThe Juniper network delivers evidence-based health and wellness classes to help Minnesotans improve their health and reduce disease and injury. The Juniper network comprises community organizations, healthcare organizations and class leaders. In 2022, Juniper completed 645 classes with 8,031 participants. 235668 Pension RightsIn 2022, 95 new clients were assisted and $743,667 retirement funds were recovered. Eldercare Development PartnershipsTrellis' ElderCare Development Partnership team helps community organizations build capacity and sustainability so they can provide service that meet the needs of older adults.In 2022, ElderCare Development Partnership staff provided technical support to 28 organizations as they applied for Live Well at Home funding from the Department of Human Services. Fifteen of the organizations received funding totaling $2.2 million. Dementia Friendly InitiativesTrellis leads three dementia friendly community initiatives: ACT on Alzheimer's, Dementia Friends Minnesota and The Remember Project. Each of these initiatives strives to make communities good places for people with cognitive impairment to live and thrive.In 2022, 2,295 individuals attended 32 events hosted by The Remember Project and 544 professionals received Dementia Friendly for Healthcare training through ACT on Alzheimer's. 235668 22245573 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 1 0 0 0 0 1 47 0 1 145 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X X Amanda Wall Dotray 6516418612 1265 Grey Fox Rd Ste 2 Arden Hills MN 55112 Kris Orluck Chair 7.00 X X 0 0 0 Vanne Owens Hayes Vice Chair 3.00 X X 0 0 0 David Van Sant Treasurer 4.50 X X 0 0 0 Barb Blumer Secretary 4.00 X X 0 0 0 Randy Maluchnik Immediate Past Chair 3.00 X X 0 0 0 Jeff Bangsberg Board Member 2.00 X 0 0 0 Iris Freeman Board Member 3.00 X 0 0 0 Barbara Champlin Board Member 2.00 X 0 0 0 George Schoephoerster Board Member 1.00 X 0 0 0 Sumee Lee Board Member 2.00 X 0 0 0 Robert Power Board Member 1.00 X 0 0 0 Ram Rajagopalan Board Member 2.00 X 0 0 0 Mike Rothman Board Member 2.00 X 0 0 0 John Selstad Board Member 3.00 X 0 0 0 Becky Stibbe Board Member 2.00 X 0 0 0 Sarah Urtel Board Member 3.00 X 0 0 0 Tim Busse Board Member 2.00 X 0 0 0 Dawn Simonson President and CEO 40.00 X 152433 0 18670 Amanda Wall Dotray Vice President of Finance 40.00 X 101525 0 23593 John Doan Vice President of Operations and Equity 40.00 X 105259 0 28405 359217 0 70668 3 0 1 0 RSM US LLP 331 W 3rd Street Suite 200 Davenport IA 52801 Application development support and prof 494480 1 21896376 1853516 23749892 Registrations and other program s 900099 109672 109672 109672 4621 4621 33589 33589 0 23864185 109672 0 4621 13075847 13075847 296221 259820 36401 6202026 5457080 744946 1372911 1181334 191577 502822 442426 60396 11237 4307 6930 54976 21069 33907 1562309 1361575 200734 66788 61521 5267 95864 93268 2596 601582 59336 542246 31354 20788 10566 98205 68844 29361 195836 195836 56676 8510 48166 Other costs 161823 -3040 164863 Supplies 139973 106451 33522 Repairs and Maintenance 26437 26437 24552887 22245573 2307314 0 3070711 2860675 4236263 3812128 195566 227579 496365 344052 248079 152313 251816 1156004 8002435 8208699 4461862 4361743 70358 29610 0 1035833 4532220 5427186 X 1416062 1436642 2054153 1344871 3470215 2781513 8002435 8208699 -688702 0 X X 0 1 X 1 1 1 X 19191247 17512141 25052276 23949231 23749892 109454787 19191247 17512141 25052276 23949231 23749892 109454787 1701255 107753532 18966 27122 19576 27324 38210 131198 109585985 809698 0.98330 0.97300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 256423 127510 128913 239942 216542 23400 152313 Software 137295 Operating Lease Asset 1004258 Finance Lease Asset 14451 1156004 Operating Lease Payable 1017255 Finance Lease Payable 18578 1035833 1 Division of Indian Work 1001 East Lake Street Minneapolis MN 55407 815265328 501(c)3 98053 0 Supportive and Caregiver Services (Titles IIIB & IIIE - OAA) Rebuilding Together 1050 33rd Ave SE Ste 200 Minneapolis MN 55414 411893180 501(c)3 61999 0 Supportive Services (Title IIIB - OAA) Sanford Health Network 1305 W 18th Street PO Box 5039 Sioux Falls SD 57117 460388596 501(c)3 117500 0 Juniper PRESBYTERIAN HOMES & SERVICES 2845 Hamline Avenue North Roseville MN 55113 417587560 501(c)3 2510096 0 Nutrition Services ( IIIC OAA, NSIP & State sources) Anoka County Community Action Program 1201 89th Avenue NE 345 Blaine MN 55434 416048575 501(c)3 46400 0 Supportive Services (Title IIIB - OAA) FAMILY MEANS 1875 Northwestern Avenue North Stillwater MN 55082 416045574 501(c)3 210706 0 Caregiver Services (Title IIIE OAA) ANOKA CO SR CAREGIVER NETWORK 2100 3rd Avenue North 500 Anoka MN 55303 416005752 501(c)3 97911 0 Caregiver Services (Title IIIE OAA) NORMANDALE CTR FOR HEALING & WHOLENESS 6100 Normandale Avenue Edina MN 55436 411959179 501(c)3 110000 0 Health Promotion & Caregiver Services (Titles IIID & IIIE OAA) Touchstone Mental Health Services 2312 Snelling Ave Minneapolis MN 55404 411920740 501(c)3 145932 0 Supportive and Health Promotion Services (Titles IIIB & IIID - OAA) African Community Services 1305 East 24th Street Minneapolis MN 55404 411898436 501(c)3 10595 0 Supportive Services (Title IIIB - OAA) Longfellow Seward Healthy Seniors 3131 Minnehaha Ave Suite A Minneapolis MN 55406 411886110 501(c)3 47186 0 Supportive Services (Title IIIB - OAA) Open Arms of Minnesota 2500 Bloomington Ave S Minneapolis MN 55404 411681317 501(c)3 3149923 0 Nutrition Services (Title IIIC OAA, NSIP & State sources) KOREAN SERVICE CENTER 630 Cedar Avenue Minneapolis MN 55454 411678348 501(c)3 208483 0 Supportive, Caregiver & Health Promotion Services (Titles IIIB, IIIE & IIID OAA) LAO ADVANCEMENT ORG OF AMERICA 2648 W Broadway Avenue Minneapolis MN 55411 411651825 501(c)3 133656 0 Supportive Services (Title IIIB - OAA) UNITED CAMBODIAN ASSOC OF MN 1385 Mendota Heights Rd Ste 500 Mendota Heights MN 55120 411631017 501(c)3 68000 0 Supportive Services (Title IIIB - OAA) VOLUNTEERS OF AMERICAMN 7625 Metro Boulevard Edina MN 55439 411554078 501(c)3 1211827 0 Supportive, Nutrition & Caregiver Services (Titles IIIB, IIIC & IIIE OAA, NSIP & State sources) HELP AT YOUR DOOR 8441 Wayzata Blvd Golden Valley MN 55426 411433859 501(c)3 393249 0 Supportive Services (Title IIIB - OAA) CAPI USA 5930 Brooklyn Blvd Brooklyn Center MN 55429 411417198 501(c)3 82392 0 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) CLUES 797 E 7th Street St Paul MN 55106 411389686 501(c)3 21168 0 Supportive Services (Titles IIIB OAA) DARTS 1645 Marthaler Lane St Paul MN 55118 411326631 501(c)3 163158 0 Supportive, Health Promotion & Caregiver Services (Titles IIIB, III-D & IIIE OAA) SOUTHERN MN REGIONAL LEGAL SVCS 55 East 5th Street St Paul MN 55101 411316151 501(c)3 148422 0 Supportive Services (Title IIIB - OAA) LYNGBLOMSTEN SERVICES 1415 Almond Avenue St Paul MN 55108 411310487 501(c)3 90373 0 Caregiver Services (Title IIIE OAA) CENTRO INC 1915 Chicago Avenue Minneapolis MN 55404 411290349 501(c)3 149860 0 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) NE YOUTH & FAMILY SERVICES 3490 Lexington Avenue North Shoreview MN 55126 411284306 501(c)3 39954 0 Supportive Services (Title IIIB - OAA) COMMONBOND COMMUNITIES 1080 Montreal Ave St Paul MN 55116 411260469 501(c)3 36013 0 Health Promotion Services (Title IIID OAA) Neighborhood Health Source 3300 Fremont Avenue N Minneapolis MN 55412 411235064 501(c)3 32786 0 Health Promotion Services (Title IIID OAA) Minneapolis American Indian Center 1530 E Franklin Avenue Minneapolis MN 55404 410966005 501(c)3 47561 0 Supportive & Caregiver Services (Title IIIB & IIIE OAA) TRUST Inc 9 West Rustic Lodge Minneapolis MN 55419 410965940 501(c)3 14000 0 Supportive Services (Title IIIB - OAA) BRIAN COYLE COMMUNITY CENTER 420 15th Avenue South Minneapolis MN 55454 410916478 501(c)3 118976 0 Supportive & Health Promotion Services (Titles IIIB & IIID- OAA) SCOTT-CARVER-DAKOTA CAP AGENCY 738 1st Avenue East Shakopee MN 55379 410903890 501(c)3 907181 0 Supportive & Nutrition Services (Titles IIIB & IIIC OAA, NSIP & State sources) EASTSIDE NEIGHBORHOOD SERVICES INC 1700 2nd Street Northeast Minneapolis MN 55413 410873798 501(c)3 230014 0 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) LUTHERAN SOCIAL SERVICE OF MN 2485 Como Avenue St Paul MN 55108 410872993 501(c)3 64625 0 Caregiver Services (Title IIIE OAA) MID MN LEGAL AID 111 N 5th St 100 Minneapolis MN 55403 410797355 501(c)3 148422 0 Supportive Services (Title IIIB - OAA) SENIOR COMMUNITY SERVICES 10201 Wayzata Boulevard Ste 335 Minnetonka MN 55305 410720473 501(c)3 268030 0 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Minnesota Jewish Community Center 1375 St Paul Avenue St Paul MN 55116 410698596 501(c)3 102323 0 Supportive Services (Title IIIB - OAA) Jewish Family Service of St Paul 1633 West 7th Street St Paul MN 55102 410694697 501(c)3 62904 0 Caregiver Services (Title IIIE OAA) AMHERST WILDER FOUNDATION 451 Lexington Avenue St Paul MN 55104 410693889 501(c)3 90857 0 Health Promotion and Caregiver Services (Titles IIID & IIIE OAA) JEWISH FAMILY & CHILDREN'S SVCS OF MPLS 5905 Golden Valley Rd Golden Valley MN 55422 410693860 501(c)3 101000 0 Supportive Services (Title IIIB - OAA) Bhutanese Community of MN 2499 Rice St Ste 150 Roseville MN 55113 364670106 501(c)3 40000 0 Supportive Services (Title IIIB - OAA) Southeast Seniors 22 Malcolm Ave SE Ste 125 Minneapolis MN 55414 363579534 501(c)3 39513 0 Supportive Services (Title IIIB - OAA) Vietnamese Social Services 277 University Ave W St Paul MN 55103 363532232 501(c)3 82371 0 Supportive & Health Promotion Services (Title IIIB & IIID - OAA) LIVING AT HOME BLOCK NURSE PROG 1376 Hoyt Ave W St Paul MN 55108 363512437 501(c)3 61626 0 Supportive & Caregiver Services (Title IIIB & IIIE OAA) METRO MEALS ON WHEELS 1200 Washington Ave S Minneapolis MN 55415 311501057 501(c)3 1128487 0 Nutrition Services ( IIIC OAA, NSIP & State sources) NewTrax 3700 Hwy 61 N 100 White Bear Lake MN 55110 274476087 501(c)3 40000 0 Supportive Services (Title IIIB - OAA) Faith Community Nurse Network 475 Cleveland Ave N Ste 205 St Paul MN 55104 202562054 501(c)3 65000 0 Health Promotion Services (Title IIID OAA) SEWA 3702 E Lake Street Ste 300 Minneapolis MN 55406 050608392 501(c)3 70489 0 Supportive & Health Promotion Services (Titles IIIB & IIID - OAA) 46 0 Part I, Line 2: The Organization monitors and assesses its grantees in a comprehensive and objective manner that fulfills its fiduciary responsibilities. Methods used include, but are not limited to: site visits and assessments; site visit assessment guide/tool completed by provider and reviewed by Trellis staff; document verification; agency financial reviews; monitoring of program and financial reports; final outcome reports; monthly, quarterly and year-end program and financial reports; program summary reports (submitted at the conclusion of a funding cycle). Site visits are conducted a minimum of one-time per year using an agency site assessment tool that provides an in-depth understanding of an organization's management of programs and compliance with funding priorities and program policies. Document verification reviews are held at least annually verifying client eligibility for Title III services. Additionally, grantees may also be asked to provide verification of other items such as: in-kind match and volunteer hours. Financial reviews include an in-depth review and evaluation of an organization's financial management activities including documentation to support its accounting entries and program reports. X X 0 0 0 0 0 0 0 0 0 Dawn Simonson President and CEO 152433 0 0 0 0 0 7702 0 10968 0 171103 0 0 0 Part I, Line 3 A market compensation study is completed and used to create a salary range and grade recommendation to be approved by the Board's Executive Committee. The employee receives an annual performance review and salary is determined based on merit within the established range. Form 990, Part VI, Section B, line 11b The VP of Finance prepared notes and comparisons to the previously filed Form 990. The notes were electronically shared with the full board, along with the Form 990 and resolution for adoption. Board members were given proper time to review and ask questions prior to casting their electronic votes to accept and file the Form 990. Form 990, Part VI, Section B, line 12c Board members of Trellis sign an annual statement declaring any conflicts of interest. The Executive Committee resolves any real or apparent conflict(s) and, in the absence of resolution, refer the matter to the full Board of Directors. During meetings, Board members are required to declare any real or apparent conflict of interest. To determine if a conflict of interest exists, the "interested person" discloses the material facts, and the Board, or the Committee there of, determines whether a conflict exists. Board members do not vote in any deliberation relating to policies, issues, or selection of vendors, and/or funding proposals in which a conflict of interest has been determined by the Board. Any proceedings related to conflicts of interest are documented in the meeting minutes, as appropriate. Form 990, Part VI, Section B, line 15 A market compensation study is completed and used to create a salary range and grade recommendation to be approved by the Board's Executive Committee. Eligible employees receive an annual performance review and salary is determined based on merit within the established range. The most recent market survey was conducted in 2022. Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request. Form 990, Part XII, line 2c: The process has not changed from the prior year. Innovations for Aging LLC 1265 Grey Fox Road Suite 2 Arden Hills MN 55112 810738625 Innovates to better health outcomes for older adults through networks. MN 2104630 1894990 Metropolitan Area Agency on Aging Inc