2016-03-29T15:48:37-05:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2015-01-01 410962296 PEOPLE INCORPORATED PEOP 6512883472 2060 CENTRE POINT BLVD NO 3 ST PAUL MN 55120 JILL WIEDEMANN-WEST CHIEF EXECUTIVE OFFICER 6512883472 2016-03-21 1 AMY HENDLEY P01300654 6123764500 2015 2016-09-27 15:27:22Z JILL WIEDEMANN-WEST 2060 CENTRE POINT BLVD NO 3 ST PAUL MN 55120 42338343 0 X WWW.PEOPLEINCORPORATED.ORG X 1969 MN PEOPLE INCORPORATED SUPPORTS MENTAL HEALTH AND WELLNESS IN OUR COMMUNITY THROUGH COLLABORATION AND INTERACTION OF CARE 16 16 879 645 0 0 1852720 1574660 35111507 40715373 275654 17693 1711 12525 37241592 42320251 143870 208259 0 0 27412144 29713390 140387 25628 485340 8288722 11021384 35985123 40968661 1256469 1351590 23764598 25272659 6905530 7167604 16859068 18105055 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 0 7233929 3839 8775922 TREATMENT SERVICES: THESE SERVICES PROVIDE INTENSIVE MENTAL HEALTH DUAL DIAGNOSIS AND STABILIZATION SERVICES AS AN ALTERNATIVE TO HOSPITALIZATION. 5954922 71142 6646700 HOMELESS SERVICES: THESE SERVICES PROVIDE A VARIETY OF OUTREACH SERVICES TO INDIVIDUALS WHO ARE CHRONICALLY HOMELESS DUE TO MENTAL ILLNESS, AND WORK WITH THESE INDIVIDUALS TO OBTAIN APPROPRIATE HOUSING. 5383317 20737 5891442 CLINICAL SERVICES: THESE SERVICES PROVIDE COMPREHENSIVE MENTAL HEALTH SERVICES FOR CHILDREN AND ADULTS. 5118058 8077 5790728 COMMUNITY SUPPORT SERVICES: THESE SERVICES PROVIDE A VARIETY OF SPECIALIZED POPULATIONS WITH INDIVIDUALIZED, RECOVERY-FOCUSED, COMMUNITY-BASED SERVICES FOR MENTAL ILLNESS. 4645986 55279 4723281 CHILDREN'S AND FAMILY SERVICES: THESE SERVICES PROVIDE A VARIETY OF SPECIALIZED CHILD-FOCUSED MENTAL HEALTH AND RELATED SERVICES AIMED AT HELPING KIDS AND FAMILIES TO THRIVE. 3725161 43957 4476714 CASE MANAGEMENT SERVICES: THESE SERVICES WORK WITH COUNTIES TO HELP PEOPLE WITH MENTAL ILLNESS LIVE SAFELY AND SUCCESSFULLY IN THE COMMUNITY. 3713195 5229 4410586 RESIDENTIAL SERVICES: THESE SERVICES PROVIDE ADULT FOSTER CARE AND OTHER RESIDENTIAL LIVING SERVICES AIMED AT HELPING ADULTS WITH MENTAL ILLNESS TO LIVE AS INDEPENDENTLY AS POSSIBLE. 17202400 112542 19401309 35774568 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 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 1 212 0 879 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 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 2.00 X 0 0 0 MARIANNE CURRY 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 KEITH MILLER DIRECTOR 2.00 X 0 0 0 JIM PETER DIRECTOR 2.00 X 0 0 0 SUSAN RYDELL DIRECTOR 2.00 X 0 0 0 PATRICK SEEB 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 45.00 X 224614 0 28487 JAMES OLSON CHIEF FINANCIAL OFFICER 45.00 X 167399 0 17238 HEATHER CHRISTOPHERSON VICE PRESIDENT, ADVANCEMENT 45.00 X 110128 0 14971 PAUL EKBERG PSYCHIATRIST 40.00 X 225699 0 18518 SUE HOISINGTON DIVISION DIRECTOR 45.00 X 106768 0 14842 834608 0 94056 5 0 1 0 NETSMART TECHNOLOGIES INC PO BOX 823519 PHILADELPHIA PA 19182 ELECTRONIC MEDICAL RECORD SERVICES FEES 266120 ADP INC PO BOX 842875 BOSTON MA 12284 ELECTRONIC PAYROLL, HR, AND BENEFIT SERV 171145 BEVERLY R LEWIS 7160 CAHILL ROAD 227 EDINA MN 55439 PSYCHIATRIST AT STARK 147680 HIGH PROFILE GROUNDS MAINTENANCE 8236 ARTHUR ST SUITE H MINNEAPOLIS MN 55432 SNOW PLOWING, LAWN SERVICE, LANDSCAPING 140781 ACELA IT SOLUTIONS INC 1315 RED FOX ROAD SUITE 300 ARDEN HILLS MN 55112 IT CONSULTING 123580 9 154954 1419706 66067 1574660 MEDICAL ASSISTANCE/PMAP 624200 25473092 25473092 CONTRACT REVENUE 624200 6445778 6445778 OTHER PROGRAM REVENUE 624200 5792480 5792480 COMMERICAL INSURANCE 624200 1862259 1862259 PRIVATE PAY 624200 1141764 1141764 40715373 17693 17693 0 154954 18092 -18092 -18092 MISCELLANEOUS REVENUE 900099 30617 30617 30617 42320251 40715373 0 30218 208259 208259 483463 469384 14079 23655268 21219705 2163921 271642 349870 258350 85428 6092 3185422 2861452 294515 29455 2039367 1819211 200131 20025 73079 73079 34204 34204 25628 25628 33 33 862016 737755 124261 42963 2549 38819 1595 459527 336495 85656 37376 1141176 765123 362609 13444 1667810 1296031 363257 8522 769429 755965 12035 1429 106779 35848 47658 23273 129598 129598 886922 658818 220156 7948 166466 155072 10695 699 CLIENT HOUSING 2793263 2793263 SUPPLIES 958236 944008 14228 BAD DEBT EXPENSE 438381 438381 RECRUITING AND DEVEL 268113 203848 57168 7097 223389 154837 51516 17036 40968661 35774568 4708753 485340 4780880 4890318 378577 378615 616849 314945 3062430 4040036 686523 823128 17278820 6343334 10297371 10935486 1629802 1656848 128944 113864 2183222 2119419 23764598 25272659 2696481 2837172 203047 584435 8659 4700 3981704 3691718 15639 49579 6905530 7167604 X 12879924 14382686 1020334 871286 2958810 2851083 16859068 18105055 23764598 25272659 X 1351590 2124 -107727 X 0 1 X 1 0 X 1427523 3564801 2276606 1852720 1574660 10696310 27854877 31910257 32068441 35111507 40715373 167660455 29282400 35475058 34345047 36964227 42290033 178356765 505297 1050519 1328979 994101 1140108 5019004 0 505297 1050519 1328979 994101 1140108 5019004 173337761 59199 41450 59508 66511 17693 244361 59199 41450 59508 66511 17693 244361 27397 52539 31919 36725 30617 179197 29368996 35569047 34436474 37067463 42338343 178780323 0.96960 0.97220 0.00140 0.00170 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2011 AMOUNT: $ 27,397. 2012 AMOUNT: $ 52,539. 2013 AMOUNT: $ 31,919. 2014 AMOUNT: $ 36,725. 2015 AMOUNT: $ 30,617. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 0 0 0 0 1 193 0 0 193 0 SCHEDULE C, PART II-B CEO MET WITH STATE LEGISLATORS TO DISCUSS MENTAL HEALTH FUNDING. 0 1 X 1477802 26800 3079 2833 1504848 1390899 93933 41949 48929 1477802 1256517 1282 178996 45896 1390899 1139602 60300 98847 42232 1256517 1163479 3479 13268 40624 1139602 0.33260 0.51910 0.14830 1 0 1278771 1278771 13064768 5160949 7903819 1736355 996008 740347 1198926 186377 1012549 10935486 HOLDINGS AT COMMUNITY FOUNDATION 2059856 457B PLAN ASSETS 49579 COMPUTER ALLOCATION HOLDING 9984 2119419 457B PLAN LIABILITY 49579 49579 X 42320650 2124 18092 20216 42300434 33 19784 19817 42320251 40986720 18092 18092 40968628 33 33 40968661 PART IV, LINE 2B: CASH IS HELD IN TRUST FOR CERTAIN CLIENTS TO PAY HOUSING AND OTHER LIVING EXPENSES TOTALED $4,700 AT DECEMBER 31, 2015. 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: FUNDRAISING EVENT EXPENSES 18,092. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME 19,784. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 18,092. X X X X X X X 1 J MURPHY ASSOCIATES 13440 GULL COURT APPLE VALLEY MN 55413 GRANT WRITING 0 127700 25628 102072 127700 25628 102072 MN ANNUAL LUNCHEON 154954 154954 10897 7195 154954 154954 10897 7195 18092 -18092 1 CLIENT SPECIFIC ASSISTANCE 1562 166178 N/A N/A BASIC NEEDS AND HOUSEHOLD GOODS 802 42081 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 0 0 0 0 0 0 0 0 0 JILL WIEDEMANN-WEST CHIEF EXECUTIVE OFFICER 224614 0 0 0 0 0 13689 0 14798 0 253101 0 0 0 JAMES OLSON CHIEF FINANCIAL OFFICER 167399 0 0 0 0 0 8482 0 8756 0 184637 0 0 0 PAUL EKBERG PSYCHIATRIST 225699 0 0 0 0 0 5019 0 13499 0 244217 0 0 0 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 417008 713000 14260 698740 2004 0 0 1 1 B 655874 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 370 MARKET X 44086 MARKET X 3 18135 STOCK MARKET QUOTES X MISCELLANEOUS 12 3476 FACE VALUE 0 0 0 0 PART I, COLUMN (B): THE AGENCY HAS REPORTED THE NUMBER OF CONTRIBUTORS IN COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 IS DISTRIBUTED FIRST TO THE FINANCE COMMITTEE AND REVIEWED WITH THE AUDIT REPORT. AFTER APPROVED BY THE FINANCE 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 READ AND SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. THE CONFLICT OF INTEREST POLICY FOR MANAGEMENT AND OTHER 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 IF REVIEWED AND FINALIZED BY THE BOARD OF DIRECTORS. GOALS AND OBJECTIVES ARE ESTABLISHED, DOCUMENTED, AND REVIEWED THROUGHOUT THE YEAR TO DETERMINE WHAT, IF ANY, COMPENSATION ADJUSTMENTS WILL OCCUR AND WHEN. OTHER EXECUTIVE AND TOP MANAGEMENT COMPENSATION IS REVIEWED AND DETERMINED BY THE CEO 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, 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 IS 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF HOLDINGS AT COMMUNITY FOUNDATION -107,727. 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