2019-11-12T12:10:03-06:00 2018-12-31 411397419 ABDO EICK & MEYERS LLP 5201 EDEN AVE SUITE 250 EDINA MN 55436 990 2018-01-01 411774247 Metropolitan Area Agency on Aging Inc METR 6516418612 1265 Grey Fox Rd Suite 2 Arden Hills MN 55112 Dawn Simonson Executive Director 6516418612 2019-11-12 1 John N Abdo CPA P00073438 9528359090 2019-11-12 64.88.174.3 2019-11-12 12:09:37 CS P F3142706DB472D500A65BEE80ED04542B82A141C 857B50AEFE9B7CBD2325D1758279B1EAF2C7A9EA 2018 2020-04-17 16:48:07Z X Dawn Simonson 1265 Grey Fox Rd Suite 2 Arden Hills MN 55112 19380786 0 X www.metroaging.org X 1994 MN Assist older adults to age in the community with dignity and independence. 12 12 132 96 0 0 15328716 19191247 100669 170573 155 2082 0 0 15429540 19363902 7661909 7538815 0 0 6355754 7030553 0 0 0 2333706 2151195 16351369 16720563 -921829 2643339 4854457 7906932 3422494 3260244 1431963 4646688 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 4458334 4458334 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 three (3) 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 2018, these programs served 335,121 congregate meals to 4,392 persons; and 261,172 home-delivered meals to 1,676 persons. 1634675 1634675 Supportive Services Title III-B:MAAA funds five (5) supportive service areas that consist of chore and homemaker (including grocery delivery), information and assistance, legal assistance and education, special access services for minority elders, and assisted transportation. In 2018, there were 23 organizations that 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 2018, MAAA and supportive services providers served 1,542 persons with 27,048 units of chore, homemaker or grocery delivery; provided 2,761 persons with 7,7791 hours of legal assistance and education; 1,820 individuals received 18,885 hours of individual and group assistance through special access; and 925 persons received 48,060 one-way assisted rides. 5169315 Information and Assistance (Long-term care options consulting, housing with services consultation, prescription drug assistance, return to community and health insurance counseling):In 2018, MAAA assisted 113,421 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 met with 2,051 private-pay nursing home residents and provided 343 of those individuals with in-depth assessment and care coordination. MAAA staff processed approximately 37,498 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 2018, 100 volunteers contributed 7,791 hours to program activities assisting in many service areas, including the Medicare Phone Bank, face-to-face health insurance counseling, education and outreach. 892213 892213 Family Caregiver Support Program Title III-E:In 2018, MAAA funded eleven (11) 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 2018, these programs served 1,312 caregivers with 11,770 coaching/consultation and support group sessions; 295 caregivers with 17,478 hours of respite care; 1,515 caregivers with 4,654 assistance contacts; and 312 caregivers attended group education events. 1360588 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 2018, the MinnesotaHelp.info database contained 12,430 agencies which had 27,051 total sites offering 37,265 services. During 2018, the DMP completed a total of 21,124 full agency reviews (Last Verification Date (LVD) updates).The DMP partners with MinnesotaHelp Network stakeholders to list multiple data sources in a central, easy to search database. In 2018, internal efficiencies allowed 89% of the data acquired and integrated via batch processing into the MinnesotaHelp database through programmatic processing, requiring no staff review. This allows for prioritization of staff effort for reviewing more variable data.In 2018, a focus continued on standardizing services in the database. This allows for consistency for the website and improved search results. By the end of 2018, 95% of the data had been standardized. Work began to refine the scope of the resources listed in the database, which will begin to show an impact in 2019.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 2018, MAAA completed the 58th 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. 216214 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 2018, the UMPRP opened 514 cases and closed 627 cases; conducted outreach with over 280 regional organizations and agencies; participated in monthly veterans law clinics to assist veterans with pension issues; participated in a Wisonconsin statewide webcast that provided training for each Wisconsin County Aging and Disability Resource Center (ADRCs); participated in Aging Expos and a Senior Legal Fair and secured cash recoveries and recoupment waivers for clients in excess of $930,856. 1257154 553593 170573 Disease Prevention and Health Promotions, Title III-D:In 2018, 618 participants attended evidence-based health promotion classes. MAAA funded ten (10) organizations in 2018 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.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: 1,079; Arthritis Foundation Exercise Program: 65; Diabetes Prevention Program: 385; Living Well With Chronic Conditions: 398; Living Well With Chronic Pain: 258; Living well With Diabetes: 419; Programa de Manejo Personal de la Diabetes: 6; Stay Active and Independent for Life: 209; Stepping On: 269; Tai Ji Quan: Moving for Better Balance: 1,009; Tomando Control de su Salud: 33. 200629 Eldercare Development Project:As a grantee in the Eldercare Development Partnership, with funding from the Minnesota Department of Human Services, in 2018, MAAA provided technical assistance to 90 community partner organizations covering topics such as program development, fiscal and board governance, and grant management; assisted 21 organizations with the 2018 MN DHS Live Well At Home Grant application process and provided planning assistance to an additional 16 organizations in preparation for the 2019 RFP; provided training on the use of the DHS Live Well At Home Rapid Screen to 19 organizations; and met with over 74 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. 91109 ACT on Alzheimer's:MAAA served as the fiscal agent for ACT on Alzheimer's and provided the backbone for staffing, communications and the ACT website. In 2017, Minnesota became the first state in the U.S. to introduce the global Dementia Friends program through the ACT on Alzheimer's collaborative. At teh end of 2018, Minnesota had 14,664 Dementia Friends. 4017907 1445806 170573 15280231 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 24 0 1 132 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X The Organization 6516418612 1265 Grey Fox Rd Suite 2 Arden Hills MN 55112 Randy Maluchnik President 6.50 X X 0 0 0 Kris Orluck VP and Secretary 3.00 X X 0 0 0 Barb Blumer Treasurer 5.00 X X 0 0 0 Iris Freeman Board Member 3.00 X 0 0 0 Kendall Johnson Board Member 3.00 X 0 0 0 Gelila Million 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 2.50 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 Dawn Simonson Executive Director 40.00 X 109483 0 14000 Amanda Wall Finance Director 40.00 X 91655 0 25167 201138 0 39167 1 0 0 0 Fluid Interiors LLC 100 North 6th Street Minneapolis MN 55403 Office Furnishing and Consultation 263155 ILM Professional Services Inc 5221 Viking Dr 300 Edina MN 55435 Software Design & Architecture 199335 Loffler IT Services PO Box 1511 Minneapolis MN 554801511 Project Consulting 118481 3 15795769 3395478 19191247 Registrations and other program s 900099 170573 170573 170573 2082 2082 16884 16884 0 19363902 170573 0 2082 7538815 7538815 240305 216916 23389 5185564 4698213 487351 232624 205978 26646 962987 852681 110306 409073 370627 38446 23646 14188 9458 28500 17100 11400 670261 574681 95580 13232 9436 3796 93067 75707 17360 337138 129161 207977 126698 100596 26102 97309 84938 12371 150146 150146 32095 32095 Supplies 328673 237280 91393 Repairs and Maintenance 164260 96422 67838 Other costs 86170 57492 28678 16720563 15280231 1440332 0 1436125 2125455 1936275 4056003 37589 250558 2095230 1020500 1111394 1074730 333074 400186 4854457 7906932 1678619 2631397 9674 0 1013999 0 720202 628847 3422494 3260244 X 562569 1339465 869394 3307223 1431963 4646688 4854457 7906932 2643339 571386 0 X X 0 1 X 1 1 1 X 13918277 15443531 15845644 15328716 19191247 79727415 13918277 15443531 15845644 15328716 19191247 79727415 79727415 19813 18506 16946 17939 18966 92170 79819585 502271 0.99880 0.99880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 352365 352365 937987 416883 521104 446410 349231 97179 358468 254386 104082 1074730 Software 400186 400186 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, 2018, 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 101604 Juniper (Margaret A. Cargill Philanthropies) & REACH (Medica) Central MN Council on Aging 250 Riverside Ave N Suite 300 Sartell MN 56377 363338395 501(c)3 96604 Juniper (Margaret A. Cargill Philanthropies) & REACH (Medica) Land of the Dancing Sky Area Agency on Aging 109 S Minnesota St Warren MN 56762 411231594 98604 Juniper (Margaret A. Cargill Philanthropies) & REACH (Medica) MN River Area Agency on Aging 201 N Broad St Suite 102 Mankato MN 56001 261632413 501(c)3 49634 Juniper (Margaret A. Cargill Philanthropies) & REACH (Medica) SE MN Area Agency on Aging 2720 Superior Dr NW Suite 102 Rochester MN 55901 411410669 501(c)3 74801 Juniper (Margaret A. Cargill Philanthropies) & REACH (Medica) Lyngblomsten Services 1415 Almond Avenue St Paul MN 55108 411310487 501(c)3 75117 Caregiver Services (Title IIIE OAA) Family Means 1875 Northwestern Avenue North Stillwater MN 55082 416045574 501(c)3 130346 Caregiver Services (Title IIIE OAA) Amherst Wilder Foundation 451 Lexington Avenue St Paul MN 55104 410693889 501(c)3 276689 Health Promotion & Caregiver Services (Titles IIID & IIIE OAA) Anoka County Community Action Program 11155 Robinson Drive Coon Rapids MN 55433 416048575 501(c)3 47841 Supportive Services (Titile IIIB - OAA) Anoka County Senior Caregiver Network 2100 3rd Avenue North 500 Anoka MN 55303 416005752 85732 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 63621 Supportive Services (Title IIIB - OAA) Centro Inc 1915 Chicago Avenue Minneapolis MN 55404 411290349 501(c)3 46200 Supportive Services (Title IIIB - OAA) CLUES 797 E 7th Street St Paul MN 55106 411389686 501(c)3 123673 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 31605 Supportive, Nutrition & Caregiver Services (Titles IIIB, IIIC & IIIE OAA) DARTS 1645 Marthaler Lane St Paul MN 55118 411326631 501(c)3 62201 Supportive Services (Title IIIB - 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 114398 Supportive Services (Title IIIB - OAA) East Suburban Resources 1754 Washington Avenue Stillwater MN 55082 410880331 501(c)3 11769 Supportive Services (Title IIIB - OAA) Jewish Community Center of St Paul 1375 St Paul Avenue St Paul MN 55116 410698596 501(c)3 49936 Supportive Services (Title IIIB - OAA) Jewish Family Community Services of Minneapolis 5905 Golden Valley Rd Golden Vallay MN 55422 410693860 501(c)3 66231 Supportive Services (Title IIIB - OAA) Korean Service Center 630 Cedar Avenue Minneapolis MN 55454 411678348 501(c)3 124100 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 123594 Supportive Services & Health Promotions (Titles IIIB & IIID OAA) Living at Home Block Nurse Program 550 Rice Street 104 St Paul MN 55108 363512437 501(c)3 41293 Caregiver Services (Title IIIE OAA) Lutheran Social Service of MN 2400 Park Ave Minneapolis MN 55404 410872993 501(c)3 69145 Caregiver Services (Title IIIE OAA) Mid MN Legal Aid 430 1st Avenue North Minneapolis MN 55401 410797355 501(c)3 162500 Supportive Services (Title IIIB - OAA) Mpls American Indian Center 1530 E Franklin Avenue Minneapolis MN 55404 410966005 501(c)3 41672 Supportive Services (Title IIIB - OAA) NE Youth & Family Services 3490 Lexington Avenue North Shoreview MN 55126 411284306 501(c)3 35349 Supportive Services (Title IIIB - OAA) Normandale Center for Healing & Wholeness 6100 Normandale Avenue Edina MN 55436 411959179 501(c)3 64786 Caregiver Services (Title IIIE OAA) Presbyterian Homes & Services 2845 Hamline Avenue North Roseville MN 55113 417587560 501(c)3 2487340 Nutrition Services (Title IIIC OAA, NSIP & State sources) Roseville Area Senior Program 1910 County Road B West Roseville MN 55113 416003439 501(c)3 33759 Supportive Services (Title IIIB - OAA) Scott-Carver-Dakota CAP Agency 712 Canterbury Road Shakopee MN 55379 410903890 501(c)3 295506 Nutrition Services (Title IIIC OAA, NSIP & State sources) Senior Community Services 10709 Wayzata Boulevard Minnetonka MN 55305 410720473 501(c)3 140000 Supportive Services (Title IIIB - OAA) Southern MN Regional Legal Services 166 E 4th Street St Paul MN 55101 411316151 501(c)3 162500 Supportive Services (Title IIIB - OAA) Store to Door 1935 West County Road B2 250 Roseville MN 55113 411433859 501(c)3 95387 Supportive Services (Title IIIB - OAA) United Cambodian Association of Minnesota 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 1893705 Supportive, Nutrition & Caregiver Services (Titles IIIB, IIIC & IIIE OAA, NSIP & State sources) 35 3 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. Key Employees: Employees receive a copy of the agency's Employee Handbook at the time of hire which delineates the conflict of interest policy. 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 3666410 3462719 Metropolitan Area Agency on Aging Inc