2020-11-09T12:10:51-06:00 2019-12-31 411397419 Abdo Eick & Meyers LLP 5201 Eden Ave Suite 250 Edina MN 55436 990 2019-01-01 411774247 Metropolitan Area Agency on Aging Inc METR 6516418612 1265 Grey Fox Rd Ste 2 Arden Hills MN 55112 Dawn Simonson Executive Director 6516418612 2020-11-09 1 John N Abdo CPA P00073438 9528359090 2020-11-09 64.88.174.3 2020-11-09 10:04:58 CS P CB277B1F468BA9DF646D412E3449A8BD0EE2D41D C4CB2B0CEB91C447450284D3AB3E4F83B73D11CD 2019 2021-01-29 14:40:06Z Dawn Simonson 1265 Grey Fox Rd Ste 2 Arden Hills MN 55112 18587441 0 X www.metroaging.org X 1994 MN Assist older adults to age in their community with dignity and independence. 15 15 139 81 0 0 19191247 17512141 170573 208178 2082 -162769 0 0 19363902 17557550 7538815 7988111 0 0 7030553 7625362 0 0 0 2151195 3140010 16720563 18753483 2643339 -1195933 7906932 8048371 3260244 4597616 4646688 3450755 X Metropolitan Area Agency on Aging (the Organization) assists individuals to age successfully and develops the capacity of communities to care for an aging population. 0 0 4903736 4903736 Senior Nutrition including Title III-C:Nutrition services are authorized under Title III-C of the Older Americans Act. Designed to promote the general health and well-being of older individuals, the services are intended to reduce hunger and food insecurity, promote socialization, and delay the onset of adverse health conditions. MAAA funds four (4) nutrition contractors to provide a combination of congregate dining (in a community/senior center, or in housing where the majority of residents are age 60+) and/or home-delivered meals. The meals are targeted to low-income, socially isolated individuals, with high nutritional risk and food insecurity with attention to low-income minorities, and individuals with limited English proficiency. In 2019, these programs served 316,843 congregate meals to 4,307 people; and 279,866 home-delivered meals to 1,747 people. 1797984 1797984 Supportive Services Title III-B:MAAA funds six (6) supportive service areas that consist of chore, homemaker (including grocery delivery), information and assistance, legal assistance and education, special access services for minority elders, and assisted transportation. In 2019, 21 organizations received Title III-B funds that provided services focused on individuals who are low-income, socially isolated, with attention to low-income minorities and those with limited English proficiency to help them remain in their communities. In 2019, MAAA and supportive services providers served 1,483 people with 26,657 units of chore, homemaker or grocery delivery; provided 2,278 people with 7,350 hours of legal assistance and education; 1,901 individuals received 21,641 hours of individual and group assistance through special access, and 922 people received 48,881 one-way assisted rides. 5685747 Information and Assistance (Long-term care options consulting, housing with services consultation, prescription drug assistance, return to community and health insurance counseling):In 2019, MAAA assisted 110,102 older adults, family caregivers and service professionals through the Senior Linkage Line to evaluate needs, connect to services, learn about housing options and get answers to Medicare, insurance and prescription drug payment questions. The organization's community living specialists served 3,741 consumers and provided 424 of those individuals with in-depth assessment and care coordination. MAAA staff processed approximately 36,522 Pre-Admissions Screenings. The screenings are intended to identify individuals whose needs might be better met in the community and connecting them to home and community-based services. In 2019, 81 volunteers contributed 5,540 hours to program activities assisting in many service areas, including the Medicare Phone Bank, face-to-face health insurance counseling, education and outreach. 981348 981348 Family Caregiver Support Program Title III-E:In 2019, MAAA funded fifteen (15) organizations to provide services under the National Family Caregiver Support Program (NFCSP). Services are targeted to caregivers who are any adult family member, or other individual who cares for: 1.) an older individual age 60+ or 2.) an individual (regardless of age) with Alzheimer's Disease or a related disorder or 3.) an individual 18-59 years of age with a disability. Provider partners give priority to caregivers who are older individuals age 60+ with the greatest social and economic needs with attention to low-income minorities and those with limited English proficiency. In 2019, these programs served 1,405 caregivers with 11,728 coaching/consultation and support group sessions; 293 caregivers with 18,202 hours of respite care; 1,173 caregivers with 5,143 assistance contacts; and 344 caregivers attended group education events. 1496515 Data Maintenance Project:Under contract with the Minnesota Department of Human Services, MAAA provided ongoing management of the State's Long-Term Care database to maintain accuracy and currency and to conduct a continuous quality improvement process. The Data Management Program (DMP) maintains the currency of existing resource data and adds new resources based on data submitted by providers and users, data gleaned from provider websites, and lists of data obtained from regulatory and other external agencies. By the end of 2019, the MinnesotaHelp.info database contained 10,832 agencies which had 24,833 total sites offering 35,392 services. The core goal to keep data current and accurate was achieved, as 95.4% of the database had a full agency review (Last Verification Date (LVD) update) at least once within the year.In 2019, DMP's focus turned to refining the scope of the database to ensure primary audiences were best served with the data listed. This entailed evaluation of service types that were no longer focusing on older adults, individuals with disabilities, caregivers or other partnerships supported by the database. Data analysis occurred to prepare for a systematic review of all services and search interfaces utilizing MinnesotaHelp data to assist with inclusion and exclusion decisions. Projects to remove resources no longer in scope began in earnest and will be a continued focus in 2020.The DMP continues to support Home and Community Based Waiver data integration to allow MinnesotaHelp users and professionals to find providers who accept Waiver payments. By December 2019, MAAA completed the 70th generation of record integration. Additional DMP partnerships include data support for the Disability Hub and Help Me Grow Navigator. Both are separate websites that access the MinnesotaHelp.info database for disability and early childhood resources, respectively. 237814 Upper Midwest Pension Rights Project:MAAA staff attorneys and law student interns provided comprehensive pension counseling, information and referral services in five (5) states through local partners in Minnesota, Wisconsin, Iowa, North and South Dakota. During 2019, the UMPRP opened 134 new cases and closed 178 cases; conducted outreach with over 280 regional organizations and agencies; participated in monthly veterans law clinics to assist veterans with pension issues; participated in Aging Expos and a Senior Legal Fair; and, secured cash recoveries and recoupment waivers for clients in excess of $806,515.93. Disease Prevention and Health Promotions, Title III-D:In 2019, 616 participants attended evidence-based health promotion classes. MAAA funded ten (10) organizations in 2019 who provided evidence-based health promotion programs that included Chronic Disease Self-Management Education (CDSME), Living Well with Chronic Conditions, Living Well with Diabetes, and Tomando Control de su Salud. These partners also provided falls prevention programs including Tai Ji Quan Moving for Better Balance and A Matter of Balance. MAAA staff provided coaching and fidelity monitoring to partners to help improve participant completion and to ensure programs are operated with fidelity to their respective evidence-based models. 1382748 305043 208178 Juniper:As managing partner for Juniper, MAAA provides management information systems, contractual support, data analysis and overall project management for this effort largely funded by Margert A. Cargill Philanthropies. By leading a transformative effort to improve community health by changing the culture toward self-managed health and well-being in Minnesota; and by building networks among healthcare providers, health plans, long-term care and housing providers, community-based organizations and other stakeholders to broaden the statewide reach and impact of evidence-based health programs; from which contracted organizations provided eleven (11) evidence-based health programs across the state. The number of participants by class are as follows: A Matter of Balance: 1,118; Arthritis Foundation Exercise Program: 50; Diabetes Prevention Program: 509; Living Well With Chronic Conditions: 481; Living Well With Chronic Pain: 220; Living well With Diabetes: 333; Programa de Manejo Personal de la Diabetes: 19; Stay Active and Independent for Life: 519; Stepping On: 669; Tai Ji Quan: Moving for Better Balance: 1,487; Tomando Control de su Salud: 42. 220673 Eldercare Development Project:As a grantee in the Eldercare Development Partnership, with funding from the Minnesota Department of Human Services, in 2019, MAAA provided technical assistance to 101 community partner organizations covering topics such as program development, fiscal and board governance, and grant management; assisted 30 organizations with the 2019 MN DHS Live Well At Home Grant application process and provided planning assistance to an additional 18 organizations in preparation for the 2020 RFP; provided training on the use of the DHS Live Well At Home Rapid Screen to 30 organizations; and met with over 88 community groups, collaboratives and organizations to provide information and resources, introduce potential partnerships and program ideas, and gather information about the unique needs of elders in specific communities. 100211 ACT on Alzheimer's:ACT on Alzheimer's is a collaborative initiative that helps communities become dementia friendly to better support people with memory loss and their care partners. In 2019 we integrated a theater arts approach, The Remember Project, to raise awareness of memory loss and link people to community services. Initial work began in Benson, Marshall, Park Rapids, Pine Island, and Winona, Minnesota.ACT worked with the University of Minnesota and Minnesota Dental Association to begin to develop tools and a training curriculum to help dental practices become dementia friendly. 4419309 1286391 208178 16806776 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 26 0 1 139 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X X The Organization 6516418612 1265 Grey Fox Rd Ste 2 Arden Hills MN 55112 Dawn Simonson Executive Director 40.00 X 118479 0 14843 Amanda Wall Dotray Finance Director 40.00 X 102185 0 25477 Randy Maluchnik President 6.50 X X 0 0 0 Kris Orluck Vice President & Secretary 3.00 X X 0 0 0 Barb Blumer Treasurer 4.50 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 Chuck Heinecke Board Member 2.00 X 0 0 0 Kendall Johnson Board Member 3.00 X 0 0 0 Vanne Owens Hayes 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 2.00 X 0 0 0 Mary Youle Board Member 2.00 X 0 0 0 Fang Yu Board Member 2.00 X 0 0 0 David Van Sant Board Member 3.00 X 0 0 0 220664 0 40320 2 0 0 0 Fluid Interiors LLC 100 North 6th Street 100A Minneapolis MN 55403 Office Furnishing and Consultation 236150 Loffler IT Services PO Box 1511 Minneapolis MN 554801511 Project Consulting 233506 Winthrop & Weinstine PA 225 South 6th Street 3500 Minneapolis MN 554024629 Legal Services 154156 ILM Professional Services Inc 5221 Viking Dr 300 Edina MN 55435 Software Design & Architecture 145545 4 17068949 443192 17512141 Registrations and other program s 900099 208178 208178 208178 2965 2965 24157 24157 0 840000 1005734 -165734 -165734 -165734 17557550 208178 0 -162769 7988111 7988111 260984 234894 26090 5722268 5197237 525031 273260 237282 35978 896673 785055 111618 472177 424974 47203 169515 7098 162417 27800 27800 987908 835528 152380 15482 13904 1578 92575 56776 35799 695045 366331 328714 120809 100593 20216 68673 63234 5439 190910 190910 54502 34488 20014 Other costs 304282 266419 37863 Supplies 208546 50355 158191 Repairs and Maintenance 203963 116697 87266 18753483 16806776 1946707 0 2125455 4155341 4056003 3110361 250558 142122 541296 213801 1074730 327495 400186 313052 7906932 8048371 2631397 4071746 628847 525870 3260244 4597616 X 1339465 941470 3307223 2509285 4646688 3450755 7906932 8048371 -1195933 0 X X 0 1 X 1 1 1 X 15443531 15845644 15328716 19191247 17512141 83321279 15443531 15845644 15328716 19191247 17512141 83321279 83321279 18506 16946 17939 18966 27122 99479 83420758 661217 0.99880 0.99880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 222905 26906 195999 318391 186895 131496 327495 X Part X, Line 2: The Organization undergoes an annual analysis of its various tax positions, assessing the likelihood of those positions being upheld upon examination with relevant tax authorities. During the year ended December 31, 2019, the Organization has not incurred any interest or penalties on its tax returns. The Organization's tax returns are subject to possible examination by the taxing authorities. For federal tax purposes the tax returns essentially remain open for possible examination for period of three years after the date on which those returns are filed. 1 Arrowhead Area Agency on Aging 221 West 1st Street Duluth MN 55802 410914274 501(c)3 65270 Juniper (Margaret A. Cargill Philanthropies) Central MN Council on Aging 250 Riverside Ave N Suite 300 Sartell MN 56377 363338395 501(c)3 65520 Juniper (Margaret A. Cargill Philanthropies) Land of the Dancing Sky AAA 109 S Minnesota St Warren MN 56762 411231594 65720 Juniper (Margaret A. Cargill Philanthropies) MN River Area Agency on Aging 201 N Broad St Suite 102 Mankato MN 56001 261632413 501(c)3 65590 Juniper (Margaret A. Cargill Philanthropies) SE MN Area Agency on Aging 2720 Superior Dr NW Suite 102 Rochester MN 55901 411410669 501(c)3 10100 Juniper (Margaret A. Cargill Philanthropies & Administration for Community Living) Minnesota Indian Area Agency on Aging 15542 State Hwy 371 NW Cass Lake MN 56633 410673588 63500 Juniper (Administration for Community Living) Amherst Wilder Foundation 451 Lexington Avenue St Paul MN 55104 410693889 501(c)3 85173 Health Promotion Services (Titles IIID OAA) Anoka County Community Action Program 11155 Robinson Drive Coon Rapids MN 55433 416048575 501(c)3 53985 Supportive Services (Titile IIIB - OAA) Anoka Co Sr Caregiver Network 2100 3rd Avenue North 500 Anoka MN 55303 416005752 98000 Caregiver Services (Title IIIE OAA) Bhutanese Community of MN 2499 Rice St Ste 150 Roseville MN 55113 364670106 501(c)3 40000 Supportive Services (Title IIIB - OAA) Bryan Coyle Community Center 420 15th Avenue South Minneapolis MN 55454 410916478 501(c)3 78325 Supportive Services (Title IIIB - OAA CAPI USA 5930 Brooklyn Blvd Brooklyn Center MN 55429 411417198 501(c)3 40000 Caregiver Services (Title IIIE OAA) Centro Inc 1915 Chicago Avenue Minneapolis MN 55404 411290349 501(c)3 84999 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Clues 797 E 7th Street St Paul MN 55106 411389686 501(c)3 73866 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Commonbond Communities 328 Kellogg Boulevard West St Paul MN 55102 411260469 501(c)3 26800 Health Promotion Services (Title IIID OAA) Consumer Directions Inc 425 E St Germain Street 200 St Cloud MN 56304 412019048 18117 Supportive, Nutrition & Caregiver Services (Titles IIIB, IIIC & IIIE OAA) Darts 1645 Marthaler Lane St Paul MN 55118 411326631 501(c)3 107354 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Division of Indian Work 1001 East Lake Street Minneapolis MN 55407 815265328 501(c)3 40000 Supportive Services (Title IIIB - OAA) Eastside Neighborhood Services Inc 1700 2nd Street Northeast Minneapolis MN 55413 410873798 501(c)3 115595 Supportive & Health Promotion Services (Titles IIIB & IIID OAA) Family Means 1875 Northwestern Avenue North Stillwater MN 55082 416045574 501(c)3 149091 Caregiver Services (Title IIIE OAA) Jewish Community Ctr of St Paul 1375 St Paul Avenue St Paul MN 55116 410698596 501(c)3 54745 Supportive Services (Title IIIB - OAA) Jewish Family Community Svcs of Mpls 5905 Golden Valley Rd Golden Vallay MN 55422 410693860 501(c)3 89632 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Korean Service Center 630 Cedar Avenue Minneapolis MN 55454 411678348 501(c)3 152600 Supportive, Health Promotion & Caregiver Services (Titles IIIB, IIID & IIIE OAA) Lao Advancement Org of America 2468 W Broadway Avenue Minneapolis MN 55411 411651825 501(c)3 124794 Supportive Services & Health Promotions (Titles IIIB & IIID OAA) Living at Home Block Nurse Prog 550 Rice Street 104 St Paul MN 55108 363512437 501(c)3 42534 Caregiver Services (Title IIIE OAA) Lutheran Social Service of MN 2400 Park Ave Minneapolis MN 55404 410872993 501(c)3 65000 Caregiver Services (Title IIIE OAA) Lyngblomsten Services 1415 Almond Avenue St Paul MN 55108 411310487 501(c)3 90374 Caregiver Services (Title IIIE OAA) Mid MN Legal Aid 430 1st Avenue North Minneapolis MN 55401 410797355 501(c)3 140000 Supportive Services (Title IIIB - OAA) Mpls American Indian Center 1530 E Franklin Avenue Minneapolis MN 55404 410966005 501(c)3 38921 Supportive Services (Title IIIB - OAA) Metro Meals on Wheels 1200 Washington Ave S Minneapolis MN 55415 311501057 501(c)3 505351 Nutrition Services (Title IIIC OAA, NSIP & State sources) NE Youth & Family Services 3490 Lexington Avenue North Shoreview MN 55126 411284306 501(c)3 35525 Supportive Services (Title IIIB - OAA) Normandale Ctr for Healing & Wholeness 6100 Normandale Avenue Edina MN 55436 411959179 501(c)3 82000 Caregiver Services (Title IIIE OAA) Presbyterian Homes & Services 2845 Hamline Avenue North Roseville MN 55113 417587560 501(c)3 2744639 Nutrition Services (Title IIIC OAA, NSIP & State sources) Roseville Area Sr Program 1910 County Road B West Roseville MN 55113 416003439 501(c)3 26111 Supportive Services (Title IIIB - OAA) Scott-Carver-Dakota Cap Agency 712 Canterbury Road Shakopee MN 55379 410903890 501(c)3 510137 Nutrition Services (Title IIIC OAA, NSIP & State sources) Senior Community Services 10709 Wayzata Boulevard Minnetonka MN 55305 410720473 501(c)3 219233 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Southern MN Regional Legal Svcs 166 E 4th Street St Paul MN 55101 411316151 501(c)3 140000 Supportive Services (Title IIIB - OAA) Help at Your Door 8441 Wayzata Blvd Golden Valley MN 55426 411433859 501(c)3 100000 Supportive Services (Title IIIB - OAA) United Cambodian Assoc of MN 1101 Snelling Avenue North St Paul MN 55108 411631017 501(c)3 50000 Supportive Services (Title IIIB - OAA) Volunteers of AmericaMN 7625 Metro Boulevard Minneapolis MN 55439 411554078 501(c)3 1426619 Supportive, Nutrition, Health Promotion & Caregiver Services (Titles IIIB, IIIC, IIID & IIIE OAA, NSIP & State sources) 36 4 Part I, Line 2: The organization monitors and assesses its grantees/contractors 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 MAAA 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. Form 990, Part VI, Section B, line 11b Management staff and the executive committee review the draft Form 990 with discussion reflected in the meeting minutes. Board members receive a copy of the document one week prior to their regular meeting where they review the 990 and approve its submission. Form 990, Part VI, Section B, line 12c Board members of the MAAA 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 2016. 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 914555 2688159 Metropolitan Area Agency on Aging Inc