2018-04-23T10:47:10-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2017-01-01 410962296 PEOPLE INCORPORATED PEOP 6517740011 2060 CENTRE POINT BLVD NO 3 ST PAUL MN 55120 JILL WIEDEMANN-WEST CHIEF EXECUTIVE OFFICER 6517740011 2018-03-28 1 RACHEL FLANDERS P01591790 6123764500 2017 2022-09-23 18:48:47Z JILL WIEDEMANN-WEST 2060 CENTRE POINT BLVD NO 3 ST PAUL MN 55120 48399454 0 X WWW.PEOPLEINCORPORATED.ORG X 1969 MN PEOPLE INCORPORATED SUPPORTS MENTAL HEALTH AND WELLNESS IN OUR COMMUNITY THROUGH COLLABORATION. 16 16 1033 435 0 0 3010071 1951071 42636418 46379902 279 6890 -24950 55911 45621818 48393774 188146 184162 0 0 32263153 36455709 0 0 504975 11257116 11677381 43708415 48317252 1913403 76522 28567742 29575590 8382105 8868412 20185637 20707178 X PEOPLE INCORPORATED'S MISSION IS TO "SUPPORT MENTAL HEALTH AND WELLNESS IN OUR COMMUNITY THROUGH COLLABORATION AND INTEGRATION OF CARE." OUR AIM IS TO PROVIDE TOOLS AND SERVICES FOR INDIVIDUALS TO SUPPORT INDEPENDENCE AND QUALITY OF LIFE. PEOPLE INCORPORATED OPERATES MORE THAN SIXTY PROGRAMS THROUGHOUT THE MINNEAPOLIS/ST. PAUL METRO AREA. 0 1 22249486 88363 24810318 SUPPORTIVE SERVICES AND HOUSING: THE SERVICES IN THIS AREA ARE ALL BASED UPON SAFE AND SECURE HOUSING SOLUTIONS FOR INDIVIDUALS LIVING WITH MENTAL ILLNESS. THE HOUSING SOLUTIONS RANGE FROM TRANSITIONAL HOUSING, TO SPECIALIZED SOLUTIONS THAT ADDRESS A VARIETY OF CO-OCCURRING CONDITIONS, AND LONG-TERM ADULT FOSTER CARE. THERE WAS ONLY ONE MAJOR CHANGE IN THIS AREA IN 2017. A LONG HELD "IN STATUTE" GRANT FOR TWO HOMELESS SAFE HAVEN RESIDENCES WAS DISCONTINUED. PEOPLE INCORPORATED CONTINUES TO PROVIDE TRANSITIONAL HOUSING SERVICES EVEN AFTER THE LOSS OF THE GRANTS, UNTIL ALL CURRENT CLIENTS ARE PLACED, AND ALTERNATIVE USES FOR THE TWO HOUSES ARE IDENTIFIED. 13857285 39384 15088822 TREATMENT AND RECOVERY: THIS AREA OF OUR SERVICES CONTINUUM INCLUDES PROGRAMMING THAT IS FOCUSED ON THE TREATMENT OF INDIVIDUALS LIVING WITH MENTAL ILLNESS AND CO-OCCURRING CONDITIONS SUCH AS CHEMICAL DEPENDENCY AND TRAUMA. THESE SERVICES ARE EXPERIENCED ON BOTH AN OUTPATIENT AND RESIDENTIAL SERVICES FORMAT, AND INCLUDE OUR CLINIC SERVICES. INDIVIDUALS IN THESE PROGRAMS HAVE EXISTING DIAGNOSES THAT MAKE FORMAL TREATMENT BOTH RECOMMENDED AND NECESSARY. THE ONLY CHANGE TO THESE SERVICES IN 2017 WAS THE MOVE TO ADD A RESIDENTIAL CD/MI PROGRAM FOR WOMEN IN ST. PAUL, THEREBY CREATING GENDER SPECIFIC PROGRAMMING FOR OUR CD/MI PROGRAMS. 5397679 44730 6333659 INTERVENTION AND ENGAGEMENT: OUTREACH AND ACCESS ENCOMPASSES AREAS OF SERVICES CONTINUUM THAT ARE BEST DESCRIBED IN THE FOLLOWING WAYS: PSYCHOSOCIAL EDUCATION AND THERAPEUTIC INTERVENTION. THIS AREA OF SERVICES INCLUDES OUR THREE CRISIS RESIDENCES AVAILABLE TO CLIENTS IN ACUTE PSYCHIATRIC CRISIS. ADDITIONALLY, THIS AREA OF SERVICES INCLUDES OUR PSYCHOSOCIAL GROUPS FOR INDIVIDUALS IN NEED OF SERVICES FOR ANGER MANAGEMENT AND PREVIOUS DOMESTIC ABUSE. THE LATTER PROGRAM IS THE ONLY CHANGE TO SERVICES IN THIS AREA. IN 2017 WE LOST A SIGNIFICANT GRANT FOR DOMESTIC ABUSE AND ANGER MANAGEMENT, AND AS A RESULT HAVE MOVED ALL SERVICES TO PSYCHOSOCIAL GROUPS UNDER ANGER MANAGEMENT. 420848 11685 147103 OUTREACH AND ACCESS: THIS IS A RELATIVELY SMALL AREA OF DIRECT SERVICE IN THE ORGANIZATION LARGELY DRIVEN BY OUR HOMELESS SERVICES OUTREACH, WHICH IS A MOSTLY UNFUNDED PROGRAM. 420848 11685 147103 41925298 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 208 0 1 1033 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MN X LORI ANDERSON 6512883507 2060 CENTRE POINT BLVD NO 3 ST PAUL MN 55120 KEN DUNCAN PRESIDENT 2.00 X X 0 0 0 BOB HENNESSEY SECRETARY 2.00 X X 0 0 0 MARC HADLEY TREASURER 2.00 X X 0 0 0 JANICE ANDERSON DIRECTOR (LEFT SEPTEMBER 2017) 2.00 X 0 0 0 MARIANNE CURRY DIRECTOR 2.00 X 0 0 0 SUE ERNESTER DIRECTOR 2.00 X 0 0 0 ELLEN SUE EWALD DIRECTOR 2.00 X 0 0 0 BILL FRELS DIRECTOR 2.00 X 0 0 0 BILL MAHLUM DIRECTOR 2.00 X 0 0 0 NANCY MCKILLIPS DIRECTOR 2.00 X 0 0 0 KELLY PUSPOKI DIRECTOR 2.00 X 0 0 0 SUSAN RYDELL DIRECTOR 2.00 X 0 0 0 CHAD SAUNDERS DIRECTOR 2.00 X 0 0 0 KYLE THOMAS DIRECTOR 2.00 X 0 0 0 ANN TULLOCH DIRECTOR 2.00 X 0 0 0 WENDY WADDELL DIRECTOR 2.00 X 0 0 0 KATHY WELLINGTON DIRECTOR 2.00 X 0 0 0 JILL WIEDEMANN-WEST CHIEF EXECUTIVE OFFICER 50.00 X 297164 0 51579 JAMES OLSON CHIEF FINANCIAL OFFICER 50.00 X 186638 0 23951 PAUL EKBERG PSYCHIATRIST (LEFT 08/2017) 40.00 X 168320 0 12431 HEATHER CHRISTOPHERSON VICE PRESIDENT ADVANCEMENT 50.00 X 115658 0 19334 JODIE BREND VICE PRESIDENT OPERATIONS 50.00 X 121166 0 7206 NANCY MYERS VICE PRESIDENT OPERATIONS 50.00 X 117045 0 10915 SUE HOISINGTON DIRECTOR OF OPERATIONS 50.00 X 111498 0 19184 MIKE TURPIN GENERAL COUNSEL 50.00 X 133164 0 7918 1250653 0 152518 9 0 1 0 NETSMART TECHNOLOGIES INC PO BOX 823519 PHILADELPHIA PA 19182 ELECTRONIC MEDICAL RECORD SERVICES FEES 375313 ADP INC PO BOX 842875 BOSTON MA 02284 ELECTRONIC PAYROLL, HR AND BENEFIT SERVI 152426 SUCCESS COMPUTER CONSULTING INC 6130 GOLDEN HILLS DR MINNEAPOLIS MN 55416 NETWORK MONITORING, BACKUP AND IT SERVIC 148755 HIGH PROFILE GROUNDS MAINTENANCE 8236 ARTHUR ST SUITE H MINNEAPOLIS MN 55432 SNOW PLOWING, LAWN SERVICE, LANSCAPING 141455 MIDDLE ENGLISH INCORPORATED 2125 EMERSON AVE S MINNEAPOLIS MN 55405 INTERPRETING 108527 5 140000 1811071 49763 1951071 MEDICAL ASSISTANCE/PMAP 624200 32451741 32451741 CONTRACT REVENUE 624200 5181870 5181870 OTHER PROGRAM REVENUE 624200 5140969 5140969 COMMERICAL INSURANCE 624200 1894891 1894891 PRIVATE PAY 624200 1710431 1710431 46379902 6290 6290 6280 5680 600 600 600 MISCELLANEOUS REVENUE 900099 55911 55911 55911 48393774 46379902 0 62801 184162 184162 559333 541896 17437 28708918 25501310 2966711 240897 460439 352332 101559 6548 4187468 3753104 407454 26910 2539551 2251736 268189 19626 10815 10815 38269 38269 782033 505611 209616 66806 34202 9490 24312 400 499265 367533 89612 42120 1294809 858279 419478 17052 1812252 1431438 369532 11282 736245 717891 16541 1813 72271 31086 35312 5873 158030 158030 1007496 785041 222455 228063 211924 15414 725 CLIENT HOUSING 2413926 2413926 BAD DEBT EXPENSE 1060480 1056305 4175 SUPPLIES 969166 942619 26547 RECRUITING AND DEVELOPM 282774 201802 80957 15 277285 191679 42310 43296 48317252 41925298 5886979 504975 6040498 5187489 369260 350272 3957325 5430606 730272 793258 20947213 7574966 13463828 13372247 3749430 4218470 257129 223248 28567742 29575590 3419076 4169273 481087 390635 4385900 4132131 96042 176373 8382105 8868412 X 16107437 16267847 1180233 1289486 2897967 3149845 20185637 20707178 28567742 29575590 X 76522 218141 226878 X 0 1 X 1 0 X 2276606 1852720 1574660 3010071 1951071 10665128 32068441 35111507 40715373 42636418 46379902 196911641 34345047 36964227 42290033 45646489 48330973 207576769 1328979 994101 1140108 1030964 1182501 5676653 0 1328979 994101 1140108 1030964 1182501 5676653 201900116 59508 66511 17693 279 6290 150281 59508 66511 17693 279 6290 150281 31919 36725 30617 3289 55911 158461 34436474 37067463 42338343 45650057 48393174 207885511 0.97120 0.96980 0.00070 0.00100 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2013 AMOUNT: $ 31,919. 2014 AMOUNT: $ 36,725. 2015 AMOUNT: $ 30,617. 2016 AMOUNT: $ 3,289. 2017 AMOUNT: $ 55,911. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1647159 30000 218138 2854 1892443 1504848 15000 130164 2853 1647159 1477802 26800 3079 2833 1504848 1390899 93933 41949 48929 1477802 1256517 1282 178996 45896 1390899 0.32520 0.43660 0.23820 1 0 1803004 1803004 16950704 6424089 10526615 1985843 1150877 834966 207662 207662 13372247 457B PLAN LIABILITY 176373 176373 X 48388652 1768 445019 446787 47941865 451909 451909 48393774 48319020 1768 1768 48317252 0 48317252 PART V, LINE 4: TO PRESERVE PRINCIPAL AND MAKE DISTRIBUTIONS ACCORDING TO POLICY. PART X, LINE 2: PEOPLE INCORPORATED IS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS A PUBLIC CHARITY UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS TO IT ARE TAX DEDUCTIBLE. THE ORGANIZATION FOLLOWS THE GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION HAS NO CURRENT OBLIGATION FOR UNRELATED BUSINESS INCOME TAX. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF HOLDINGS AT COMMUNITY FOUNDATION 226,878. UNREALIZED GAINS ON INVESTMENTS 218,141. PART XI, LINE 4B - OTHER ADJUSTMENTS: NONOPERATING INCOME 451,909. 1 CLIENT SPECIFIC ASSISTANCE 1307 140162 N/A N/A BASIC NEEDS AND HOUSEHOLD GOODS 1500 28212 FMV BASIC NEEDS AND HOUSEHOLD GOODS PART I, LINE 2: THE AGENCY DOES NOT AWARD GRANTS, BUT RATHER PROVIDES ASSISTANCE TO INDIVIDUAL CLIENTS FOR EMERGENCY SHELTER, DAMAGE DEPOSITS, CLOTHING, FOOD, TRANSPORTATION AND OTHER EMERGENCY NEEDS. THESE FUNDS ARE ALLOCATED TO CLIENTS ACCORDING TO ANY CONTRACT GUIDELINES TO ENSURE THE STABILITY OF THE CLIENTS THAT WE SERVE. 1 X X X X 1 0 0 0 0 0 0 1 0 JILL WIEDEMANN-WEST CHIEF EXECUTIVE OFFICER 264796 0 32368 0 0 0 32030 0 19549 0 348743 0 0 0 JAMES OLSON CHIEF FINANCIAL OFFICER 175778 0 10860 0 0 0 16951 0 7000 0 210589 0 0 0 PAUL EKBERG PSYCHIATRIST (LEFT 08/2017) 163652 0 4668 0 0 0 5053 0 7378 0 180751 0 0 0 PART I, LINE 4A NANCY MYERS - 10,620 PART I, LINE 7 THE HR COMMITTEE AND THE BOARD OF DIRECTORS APPROVED A ONE-TIME PAYMENT TO THE CEO BASED ON A MARKET SURVEY AND ACHIEVEMENT OF PERFORMANCE GOALS. THE CFO RECEIVED A ONE-TIME PAYMENT AS APPROVED BY THE CEO BASED ON A MARKET SURVEY AND ACHIEVEMENT OF PERFORMANCE GOALS. A CITY OF NEW HOPE MINNESOTA 416008870 2004-08-24 713000 PURCHASE LAND AND BUILDINGS 0 0 0 B MINNESOTA AGRICULTURE AND ECONOMIC DEVELOPMENT BOARD 416007162 2010-10-22 3500000 PURCHASE AND REHAB NEW BUILDING AND REFINANCE EXISTING DEBT 0 0 0 A 480431 713000 14260 698740 2004 0 0 1 1 B 948240 3500000 70000 3430000 2011 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 1 0 0 0 0 B 0 0 1 0 1 0 0 0 0 A 0 B 0 X 30 MARKET X 27702 MARKET X 6 21551 STOCK MARKET QUOTES X GIFT CARDS 0 480 FACE VALUE 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 3 PEOPLE INCORPORATED HOME HEALTH AGENCY WAS CLOSED IN NOVEMBER OF 2017. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 IS DISTRIBUTED FIRST TO THE AUDIT AND COMPLIANCE COMMITTEE AND REVIEWED WITH THE AUDIT REPORT. AFTER APPROVED BY THE AUDIT AND COMPLIANCE COMMITTEE, THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND PRESENTED BY THE COMMITTEE FOR APPROVAL BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND TOP MANAGEMENT STAFF SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. THE CONFLICT OF INTEREST POLICY FOR OTHER MANAGEMENT AND STAFF IS INCLUDED IN THE EMPLOYEE HANDBOOK. BEFORE BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. DETERMINATIONS SHALL BE MADE BY THE BOARD OR COMMITTEE MEMBERS THAT DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. RESPONSIBLE PERSONS WHO ARE NOT MEMBERS OF THE BOARD OF DIRECTORS OF PEOPLE INCORPORATED, OR WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT IS NOT THE SUBJECT OF BOARD OR COMMITTEE ACTION, SHALL DISCLOSE TO THE CHAIR OR THE CHAIR'S DESIGNEE ANY CONFLICT OF INTEREST THAT SUCH RESPONSIBLE PERSON HAS WITH RESPECT TO A CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL BE MADE AS SOON AS THE CONFLICT OF INTEREST IS KNOWN TO THE RESPONSIBLE PERSON. THE RESPONSIBLE PERSON SHALL REFRAIN FROM ANY ACTION THAT MAY AFFECT THE ORGANIZATION'S PARTICIPATION IN SUCH CONTRACT OR TRANSACTION. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL DISCLOSE THE CIRCUMSTANCES TO THE CHAIR OR THE CHAIR'S DESIGNEE, WHO SHALL DETERMINE WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THE ORGANIZATION'S POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS ESTABLISHED BY THE BOARD OF DIRECTORS AND REVIEWED ANNUALLY AS A PART OF AN OVERALL PERFORMANCE REVIEW. THIS REVIEW LAST OCCURRED IN 2016. OTHER EXECUTIVE AND TOP MANAGEMENT COMPENSATION IS REVIEWED AND DETERMINED BY THE CEO AND IN CONSULTATION WITH FINANCE AND HUMAN RESOURCES. DATA USED TO DETERMINE COMPENSATION INVOLVES THE USES OF MULTIPLE SALARY SURVEYS COMPARING INDUSTRY, SIZE OF ORGANIZATION, OPERATING REVENUE AND GENERAL EDUCATION AND YEARS OF EXPERIENCE TO DETERMINE WHAT THE 'MARKET' RATE FOR THESE POSITIONS IS. INTERNAL EQUITY ANALYSIS OCCURS WITH RECOMMENDATIONS MADE BY HR AND FORWARDED TO THE CEO AND CFO FOR FINAL APPROVAL. SALARY RATIONALES ARE NOTED INTERNALLY INDICATING THE RATIONALE FOR THE SALARY INCREASE AND WILL INCLUDE REFERENCES TO EDUCATION, YEARS OF OVERALL EXPERIENCE, LICENSES/CERTIFICATIONS, COMPETENCIES AND OTHER APTITUDES OR ACCOMPLISHMENTS. THIS IS DONE ON AN ANNUAL BASIS TO SUPPORT OUR RETENTION EFFORTS. THIS REVIEW LAST OCCURRED IN 2016. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF HOLDINGS AT COMMUNITY FOUNDATION 226,878. PEOPLE COMMUNITY SERVICES 2060 CENTRE POINTE BOULEVARD SUITE ST PAUL MN 55130 020726544 INACTIVE MN 501(C)(3) 9 PEOPLE INCORPORATED 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0