2022-11-09T14:30:09-06:00 2021-12-31 411397419 Abdo LLP 5201 Eden Ave Ste 250 Edina MN 55436 990 2021-01-01 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 2022-11-09 1 Dawn Simonson XXX-XX-XXXX Steven D Anseth CPA P00552219 9528359090 2022-11-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Trellis Dawn Simonson 1265 Grey Fox Rd Ste 2 Arden Hills MN 55112 24162582 0 X www.trellisconnects.org X 1994 MN Assist older adults to age in their community with dignity and independence. 17 17 136 77 0 0 25052276 23949231 135248 186027 928 768 0 0 25188452 24136026 14604944 13847902 0 0 7760128 8121643 0 0 0 2381663 2588738 24746735 24558283 441717 -422257 9744379 8002435 5851907 4532220 3892472 3470215 X Trellis (the Organization) assists individuals to age successfully and develops the capacity of communities to care for an aging population. 0 0 13564965 13564965 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 2021, 1,077,271 meals were provided in group settings and delivered to individuals in their homes. In addition, 24,266 units of counseling, support group, and other assistance for caregivers of older adults. Trellis also provided 21,125 hours of chore and homemaker services, including 99 home modification projects, that help older adults continue to live in their own homes. The Organization gave 22,218 rides to individuals who have difficulties (physical or cognitive) using other forms of transportation.Special Access:Provided 15,504 hours of services to individuals and 709 group events to overcome cultural/language barriers in making community and government services accessible.Telephone Reassurance: Made 8,500 calls with isolated older persons to provide social contact and ensure continued well-being.Assistance/Education: Provided 6,895 hours of legal assistance.COVID-Specific Services:Organized 43 vaccine clinics in community settings, serving 11,300 people.Health Promotions:Offered 66 classes that help people take preventative care to stay healthy, manage chronic conditions and prevent falls. 5901787 Information and AssistanceIn partnership with the Minnesota Board on Aging, Trellis provides Senior LinkAge Line services in the Twin Cities metro area. During 2021, we had 81,000+ points of contact with older adults and caregivers providing information and resources on Medicare, housing, transportation, financial services and other community supports. 1976884 282937 186027 JuniperJuniper 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 2021, Juniper completed 354 classes with 3,876 participants. 139343 Pension and Retirement RightsTrellis Pension and Retirement Rights (formerly Upper Midwest Pension Rights) provides free legal counseling to individuals with pension or retirement plan issues in six states--Minnesota, Wisconsin, Iowa, North Dakota, South Dakota and Nebraska. In 2021, 179 new clients were assisted and $1,028,662 retirement funds were recovered. 146957 ElderCare Development PartnershipsElderCare Development Partnership team members help community organizations build capacity for serving older adults and caregivers. They connect individuals and groups and help to design new initiatives and collaborations across the metro area. In 2021, Trellis organized 43 vaccine clinics in community settings, serving 11,300 people. 212486 Dementia Friendly InitiativesTrellis supports statewide initiatives to help people with memory loss to thrive. ACT on Alzheimer's equips communities to support people who are impacted by Alzheimer's disease and other dementias. In 2021, ACT launched Dementia Friendly for Healthcare with tools to help dentists and medical clinics to be more dementia aware. Dementia Friends Minnesota leads free information sessions across the state. The Remember Project uses the arts to reduce the stigma of memory loss. The Remember Project engaged 2,068 participants in online and in-person events. At the end of 2021, there were 22,500 Dementia Friends in Minnesota. 498786 21942422 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 45 0 1 136 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 6.50 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 Edwina Garcia Board Member 1.50 X 0 0 0 Kendall Johnson Board Member 2.00 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 4.00 X 0 0 0 Becky Stibbe Board Member 2.00 X 0 0 0 Sarah Urtel Board Member 3.00 X 0 0 0 Mary Youle Board Member 2.00 X 0 0 0 Dawn Simonson President and CEO 40.00 X 137972 0 16880 Amanda Wall Dotray Vice President of Finance 40.00 X 112118 0 26601 Bradley Bettger Vice President of Technology and Facilities 40.00 X 105496 0 6744 Julie Roles Vice President of Communications and Advocacy 40.00 X 104675 0 14202 Rebecca Ervasti Vice President of Human Resources 40.00 X 103424 0 15705 Mark Cullen Vice President of Strategy and Business Developmen 40.00 X 101950 0 12723 665635 0 92855 6 0 1 0 RSM US LLP 331 W 3rd Street Suite 200 Davenport IA 52801 Application development support and prof 300323 1 22617011 1332220 23949231 Registrations and other program s 900099 186027 186027 186027 768 768 26556 26556 0 24136026 186027 0 768 13847902 13847902 758490 677141 81349 5611912 4850422 761490 280319 250254 30065 966391 814707 151684 504531 450419 54112 9101 920 8181 47133 4764 42369 1064675 811285 253390 33484 28450 5034 70549 67305 3244 566674 -39071 605745 8391 7802 589 102393 44831 57562 205650 205650 53330 8509 44821 Supplies 247082 96074 151008 Other costs 161436 1868 159568 Repairs and Maintenance 18840 18840 24558283 21942422 2615861 0 3854109 3070711 5178227 4236263 181715 195566 573407 325328 314622 248079 215706 251816 9744379 8002435 5806674 4461862 45233 70358 5851907 4532220 X 1266860 1416062 2625612 2054153 3892472 3470215 9744379 8002435 -422257 0 X X 0 1 X 1 1 1 X 15328716 19191247 17512141 25052276 23949231 101033611 15328716 19191247 17512141 25052276 23949231 101033611 2620084 98413527 17939 18966 27122 19576 27324 110927 101144538 800795 0.97300 0.95830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 256423 90862 165561 316984 234466 82518 248079 1 Arrowhead Area Agency on Aging 221 West 1st Street Duluth MN 55802 410914274 501(c)3 128540 0 Juniper Land of the Dancing Sky AAA 109 S Minnesota St Warren MN 56762 411231594 29597 0 Juniper MN River Area Agency on Aging 201 N Broad St Suite 102 Mankato MN 56001 261632413 501(c)3 65680 0 Juniper Sanford Health Network 1305 W 18th Street PO Box 5039 Sioux Falls SD 57117 460388596 501(c)3 52800 0 Juniper Amherst Wilder Foundation 451 Lexington Avenue St Paul MN 55104 410693889 501(c)3 110378 0 Supportive, Health Promotion, and Caregiver Services (Titles IIIB, IIID, & IIIE OAA) Anoka County Community Action Program 1201 89th Avenue NE 345 Blaine MN 55434 416048575 501(c)3 77614 0 Supportive Services (Title IIIB - OAA) Anoka Co Sr Caregiver Network 2100 3rd Avenue North 500 Anoka MN 55303 416005752 98052 0 Caregiver Services (Title IIIE OAA) Bhutanese Community of MN 2499 Rice St Ste 150 Roseville MN 55113 364670106 501(c)3 40000 0 Supportive Services (Title IIIB - OAA) Brian Coyle Community Center 420 15th Avenue South Minneapolis MN 55454 410916478 501(c)3 91788 0 Supportive Services (Title IIIB - OAA) CAPI USA 5930 Brooklyn Blvd Brooklyn Center MN 55429 411417198 501(c)3 69700 0 Caregiver Services (Title IIIE OAA) Centro Inc 1915 Chicago Avenue Minneapolis MN 55404 411290349 501(c)3 107424 0 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) CLUES 797 E 7th Street St Paul MN 55106 411389686 501(c)3 39858 0 Supportive Services (Titles IIIB OAA) Commonbond Communities 1080 Montreal Ave St Paul MN 55116 411260469 501(c)3 104950 0 Supportive & Health Promotion Services (Titles IIIB & IIID OAA) Consumer Directions Inc 425 E St Germain Street 200 St Cloud MN 56304 412019048 29315 0 Supportive, Nutrition & Caregiver Services (Titles IIIB, IIIC & IIIE OAA) DARTS 1645 Marthaler Lane St Paul MN 55118 411326631 501(c)3 182441 0 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Division of Indian Work 1001 East Lake Street Minneapolis MN 55407 815265328 501(c)3 33864 0 Supportive Services (Title IIIB - OAA) Eastside Neighborhood Services Inc 1700 2nd Street Northeast Minneapolis MN 55413 410873798 501(c)3 257656 0 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Faith Community Nurse Network 475 Cleveland Ave N Ste 205 St Paul MN 55104 202562054 38239 0 Supportive & Health Promotion Services (Titles IIIB & IIID OAA) Family Means 1875 Northwestern Avenue North Stillwater MN 55082 416045574 501(c)3 135311 0 Caregiver Services (Title IIIE OAA) Minnesota Jewish Community Center 1375 St Paul Avenue St Paul MN 55116 410698596 501(c)3 71647 0 Supportive Services (Title IIIB - OAA) Jewish Family & Children's Services of Minneapolis 5905 Golden Valley Rd Golden Valley MN 55422 410693860 501(c)3 88000 0 Supportive Services (Title IIIB - OAA) Jewish Family Service of St Paul 1633 West 7th Street St Paul MN 55102 410694697 501(c)3 73179 0 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Help at Your Door 8441 Wayzata Blvd Golden Valley MN 55426 411433859 501(c)3 217292 0 Supportive Services (Title IIIB - OAA) Hope Presbyterian Church 7132 Portland Ave S Richfield MN 55423 410804987 501(c)3 29258 0 Vaccine Expand Access Keystone Community Services 2000 Saint Anthony Avenue St Paul MN 55104 410693924 501(c)3 20000 0 Vaccine Expand Access Korean Service Center 630 Cedar Avenue Minneapolis MN 55454 411678348 501(c)3 172642 0 Supportive, Caregiver & Health Promotion Services (Titles IIIB, IIIE & IIID OAA) Lao Advancement Organization of America 2648 W Broadway Avenue Minneapolis MN 55411 411651825 501(c)3 139620 0 Supportive Services (Title IIIB - OAA) Living at Home Block Nurse Program 1376 Hoyt Ave W St Paul MN 55108 363512437 501(c)3 80150 0 Supportive & Caregiver Services (Title IIIB & IIIE OAA) Longfellow Seward Healthy Seniors 3131 Minnehaha Ave Suite A Minneapolis MN 55406 411886110 501(c)3 25000 0 Supportive Services (Title IIIB - OAA) Lutheran Social Service of MN 2485 Como Avenue St Paul MN 55108 410872993 501(c)3 64625 0 Caregiver Services (Title IIIE OAA) Lyngblomsten Services 1415 Almond Avenue St Paul MN 55108 411310487 501(c)3 117245 0 Caregiver & Health Promotion Services (Title IIIE & IIID OAA) Mid MN Legal Aid 111 N 5th St 100 Minneapolis MN 55403 410797355 501(c)3 140000 0 Supportive Services (Title IIIB - OAA) Metro Meals on Wheels 1200 Washington Ave S Minneapolis MN 55415 311501057 501(c)3 2228165 0 Supportive & Nutrition Services (Title IIIB & IIIC OAA, NSIP & State sources) NewTrax 3700 Hwy 61 N 100 White Bear Lake MN 55110 274476087 50756 0 Supportive Services (Title IIIB - OAA) NE Youth & Family Services 3490 Lexington Avenue North Shoreview MN 55126 411284306 501(c)3 55717 0 Supportive Services (Title IIIB - OAA) Normandale Center for Healing & Wholeness 6100 Normandale Avenue Edina MN 55436 411959179 501(c)3 97000 0 Caregiver Services (Title IIIE OAA) Open Arms of Minnesota 2500 Bloomington Ave S Minneapolis MN 55404 411681317 2604812 0 Nutrition Services (Title IIIC OAA, NSIP & State sources) Presbyterian Homes & Services 2845 Hamline Avenue North Roseville MN 55113 417587560 501(c)3 2960633 0 Supportive & Nutrition Services (Title IIIB & IIIC OAA, NSIP & State sources) Scott-Carver-Dakota Cap Agency 738 1st Avenue East Shakopee MN 55379 410903890 501(c)3 937663 0 Supportive & Nutrition Services (Titles IIIB & IIIC OAA, NSIP & State sources) Senior Community Services 10201 Wayzata Boulevard Ste 335 Minnetonka MN 55305 410720473 501(c)3 195527 0 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Seniors for Better Living 1961 Sherwood Ave St Paul MN 55119 8101 0 Vaccine Expand Access SEWA 3702 E Lake Street Ste 300 Minneapolis MN 55406 050608392 75501 0 Supportive Services (Title IIIB - OAA) Southeast Seniors 22 Malcolm Ave SE Ste 125 Minneapolis MN 55414 363579534 501(c)3 40496 0 Supportive Services (Title IIIB - OAA) Southern MN Regional Legal Services 55 East 5th Street St Paul MN 55101 411316151 501(c)3 140000 0 Supportive Services (Title IIIB - OAA) Touchstone Mental Health Services 2312 Snelling Ave Minneapolis MN 55404 411920740 25000 0 Supportive Services (Title IIIB - OAA) United Cambodian Association of MN 1385 Mendota Heights Rd Ste 500 Mendota Heights MN 55120 411631017 501(c)3 54852 0 Supportive Services (Title IIIB - OAA) Vietnamese Social Services 277 University Ave W St Paul MN 55103 363532232 501(c)3 68987 0 Supportive Services (Title IIIB - OAA) Volunteers of AmericaMN 7625 Metro Boulevard Edina MN 55439 411554078 501(c)3 1346386 0 Supportive, Nutrition, Caregiver & Health Promotion Services (Titles IIIB, IIIC, IIIE & IIID OAA, NSIP & State sources) 39 9 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 137972 0 0 0 0 0 6986 0 9894 0 154852 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 1872155 2509528 Metropolitan Area Agency on Aging Inc