2015-07-01T13:24:31-05:00 2014-12-31 411397419 ABDO EICK & MEYERS LLP 5201 EDEN AVE SUITE 250 EDINA MN 55436 990 2014-01-01 411774247 METROPOLITAN AREA AGENCY ON AGING INC METR 6516418612 2365 N MCKNIGHT ROAD NO 3 NORTH SAINT PAUL MN 55109 DAWN SIMONSON EXECUTIVE DIRECTOR 6516418612 2015-06-17 1 JOHN N ABDO CPA P00073438 9528359090 2015-06-17 2014 2016-04-25 22:37:26Z DAWN SIMONSON 2365 N MCKNIGHT ROAD NO 3 NORTH SAINT PAUL MN 55109 13987322 0 X WWW.METROAGING.ORG X 1994 MN ASSIST OLDER ADULTS TO AGE IN THE COMMUNITY WITH DIGNITY AND INDEPENDENCE. 17 17 116 75 0 0 13267878 13918277 146406 49232 645 3433 291 1800 13415220 13972742 6813652 6970446 0 0 4044535 5306002 0 0 0 1665055 1985378 12523242 14261826 891978 -289084 4057599 4224516 2603682 3059683 1453917 1164833 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 3220565 3220565 SENIOR NUTRITION INCLUDING TITLE III-C:MAAA FUNDS THREE (3) NUTRITION CONTRACTORS, ONE OF WHOM HAS SUBCONTRACTORS, 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 PARTICULAR ATTENTION TO LOW-INCOME MINORITIES AND THOSE WITH LIMITED ENGLISH PROFICIENCY - ALL OF WHOM ARE AT HIGH-NUTRITIONAL RISK, AND HAVE HIGH LEVELS OF FOOD INSECURITIES. IN 2014, THESE PROGRAMS SERVED 391,057 CONGREGATE MEALS TO 6,439 PERSONS; 244,348 HOME DELIVERED MEALS TO 1,735 PERSONS. 3043863 1514709 SUPPORTIVE SERVICES TITLE III-B:THE MAAA FUNDS TEN (10) SUPPORTIVE SERVICE AREAS THAT CONSIST OF CHORE AND HOMEMAKER, INFORMATION AND ASSISTANCE, LEGAL, SPECIAL ACCESS SERVICES FOR MINORITY ELDERS, AND TRANSPORTATION. EACH ORGANIZATION THAT IS A RECIPIENT OF TITLE III-B FUNDS PROVIDES SERVICES FOCUSING ON INDIVIDUALS WHO ARE LOW-INCOME, SOCIALLY ISOLATED, WITH PARTICULAR ATTENTION TO LOW-INCOME MINORITIES AND THOSE WITH LIMITED ENGLISH PROFICIENCY TO HELP THEM REMAIN IN THEIR COMMUNITIES. IN 2014, THE MAAA AND OUR SUPPORTIVE SERVICES PROVIDER PARTNERS SERVED 2,558 PERSONS WITH 44,456 HOURS OF CHORE AND/OR HOMEMAKER SERVICES, HANDLED 113,257 CALLS AND SERVED 63,004 OLDER ADULTS AND PERSONS WITH DISABILITIES THROUGH INFORMATION AND ASSISTANCE, 7,948 HOURS OF LEGAL SERVICES AND EDUCATION TO 2,858 PERSONS, 16,763 HOURS OF SPECIAL ACCESS SERVICE TO 1,609 ELDERS, 57,618 ONE-WAY RIDES TO 1,016 PERSONS, AND 12,446 GROCERY SHOPPING DELIVERIES TO 598 PERSONS. 2184300 1479934 INFORMATION AND ASSISTANCE (LONG-TERM CARE CONSULTATION, HOUSING WITH SERVICES CONSULTATION, PRESCRIPTION DRUG ASSISTANCE, RETURN TO COMMUNITY AND HEALTH INSURANCE COUNSELING: IN 2014 MAAA ASSISTED 63,0004 OLDER ADULTS, FAMILY CAREGIVERS AND SERVICE PROFESSIONALS THROUGH OUR 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 AGENCY'S COMMUNITY LIVING SPECIALISTS MET WITH 1,040 PRIVATE-PAY NURSING HOME RESIDENTS AND PROVIDED 156 OF THOSE INDIVIDUALS WITH IN-DEPTH ASSESSMENT AND CARE COORDINATION. MAAA STAFF PROCESSED APPROXIMATELY 34,759 SCREENINGS THROUGH PRE-ADMISSIONS SCREENING. 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 2014, 75 VOLUNTEERS CONTRIBUTED 7,546 HOURS TO PROGRAM ACTIVITIES ASSISTING IN MANY SERVICE AREAS, INCLUDING THE MEDICARE PHONE BANK, FACE-TO-FACE HEALTH INSURANCE COUNSELING, EDUCATION AND OUTREACH. 689032 624032 SUPPORTIVE SERVICES TITLE III-E:THE MAAA FUNDS NINE (10) 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 IS AN INFORMATION PROVIDER OF IN-HOME AND COMMUNITY CARE TO: 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. PROVIDERS GIVE PRIORITY TO CAREGIVERS WHO ARE OLDER INDIVIDUALS AGE 60+ WITH THE GREATEST SOCIAL AND ECONOMIC NEEDS WITH PARTICULAR ATTENTION TO LOW-INCOME MINORITIES AND THOSE WITH LIMITED ENGLISH PROFICIENCY. IN 2014, THESE PROGRAMS SERVED 830 CAREGIVERS WITH 7,300 COACHING/CONSULTATION SESSIONS; 271 CAREGIVERS WITH 16,597 HOURS OF RESPITE CARE SERVICES; 909 CAREGIVERS WITH 7,236 ASSISTANCE CONTACTS AND 2,987 PERSONS WITH 191 GROUP EDUCATION SESSIONS. PROGRAM DEVELOPMENT AND COORDINATION:AS A PARTNER TO 41 LOCAL SERVICE PROVIDERS, MAAA PROVIDED LEADER TRAINING, CONSULTATION ON PROGRAM START-UP AND MARKETING FOR THREE EVIDENCE-BASED HEALTH PROMOTION PROGRAMS: MATTER OF BALANCE, LIVING WELL WITH CHRONIC CONDITIONS, AND TAI JI QUAN: MOVING FOR BETTER BALANCE. OVER 1,400 OLDER ADULTS PARTICIPATED IN THE PROGRAMS AT 55 DIFFERENT COMMUNITY SITES. A FIFTH PROGRAM, TOMANDO CONTROL DE SU SALUD WAS ALSO ADDED IN 2014 WITH 10 NEW LEADERS FROM 4 ORGANIZATIONS IN THE METRO AREA. WITH FUNDING FROM THE GREATER TWIN CITIES UNITED WAY, MAAA PROVIDED TECHNICAL ASSISTANCE, PROJECT MINI-GRANTS, AND BEST PRACTICES INFORMATION FOR 24 LOCAL COMMUNITIES AS THEY PREPARE THEIR COMMUNITIES FOR AN AGING POPULATION.MAAA PARTICIPATED IN THE ACT ON ALZHEIMER'S COLLABORATIVE PROJECT TO IMPROVE DETECTION, TREATMENT AND COMMUNITY SUPPORT TO PEOPLE WITH ALZHEIMER'S DISEASE AND THEIR CARE PARTNERS BY PROVIDING TECHNICAL ASSISTANCE TO 12 LOCAL COMMUNITIES WORKING TO BECOME DEMENTIA FRIENDLY IN SUPPORT OF PERSONS WITH DEMENTIA AND THEIR FAMILIES.MAAA SPONSORED THREE (3) WORKSHOPS FOCUSED ON COMPONENTS OF ORGANIZATIONAL SUSTAINABILITY: CALCULATING TRUE COSTS OF SERVICES AND PROGRAM EVALUATION TO PROVE IMPACT; SIXTY-TWO PARTICIPANTS ATTENDED THE WORKSHOPS, INCLUDING EXECUTIVE DIRECTORS, FINANCE OFFICERS, PROGRAM MANAGERS AND BOARD MEMBERS. MAAA ALSO FACILITATED THE TWIN CITIES AGING NETWORK TO BUILD BUSINESS ACUMEN FOR PARTNERING WITH HEALTH CARE SYSTEMS IN ORDER TO INTEGRATE COMMUNITY BASED AND HEALTH CARE SERVICES FOR BETTER OUTCOMES FOR OLDER ADULTS.AS A CO-CONVENER AND FACILITATOR OF THE METRO CAREGIVER SERVICE COLLABORATIVE, MAAA FOSTERS EDUCATION FOR PROVIDERS, OUTREACH TO CAREGIVERS AND REFERRAL PARTNERS, AND SUPPORTS ADVOCACY INITIATIVES FOR CAREGIVER NEEDS. MAAA ALSO PUBLISHES THE WORKING CAREGIVER E-NEWS TO LINK 123 EMPLOYERS, AND OTHERS INTERESTED IN SUPPORTING WORKING CAREGIVERS, WITH BUSINESS POLICY OPTIONS AND PRACTICAL RESOURCES TO SUPPORT CAREGIVER EMPLOYEES. 934048 DATA MANAGEMENT PROGRAM:UNDER CONTRACT WITH THE MINNESOTA DEPARTMENT OF HUMAN SERVICES, THE ORGANIZATION 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) MAINTINS 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. DURING 2014, THE DMP PROCESSED 240,000 DATA RECOREDS; APPROXIMATELY FOUR TIMES THE NUMBER PROCESSED IN 2013. ALSO DURING 2014, THE DMP WORKED CLOSELY WITH THE MINNESOTA BOARD ON AGING TO SUPPORT THE STATE'S PLANNED PROJECT TO PRODUCE A HOME AND COMMUNITY BASED SERVICES REPORT CARD. THE DMP PROVIDED DATA ANALYSIS, TOOL DESIGN RECOMMENDATIONS, AND BUSINESS PROCESS MODELING RECOMMENDATIONS. 179269 UPPER MIDWEST PENSION RIGHTS PROJECT:THE ORGANIZATION'S STAFF ATTORNEYS AND LAW STUDENT INTERNS PROVIDED COMPREHENSIVE PENSION COUNSELING, INFORMATION AND REFERRAL SERVICES IN A FIVE (5) STATE AREA WITH LOCAL PARTNERS IN MINNESOTA, WISCONSIN, IOWA, AND NORTH AND SOUTH DAKOTA WITH 330 INDIVIDUALS SERVED; $1,253,828 SECURED FOR CLIENTS IN RECOVERY OF THEIR PENSION BENEFITS, AND 17 OUTREACH EVENTS HELD. 141719 131206 HEALTH PROMOTION TITLE III-D:MAAA FUNDED SEVERAL ORGANIZATIONS IN 2014 TO PROVIDE EVIDENCE-BASED HEALTH PROMOTION ACTIVITIES (IN THE AREA OF CHRONIC DISEASE SELF-MANAGEMENT, 207 PERSONS WERE PROVIDED WITH 21 WORKSHOPS); 714 PERSONS WERE PROVIDED WITH MEDICATION THERAPY MANAGEMENT SERVICES; AND 478 PERSONS PARTICIPATED IN 26 CLASSES (# OF 12 WEEK CLASSES - TWICE PER WEEK FOR ONE HOUR) OF TAI CHI. 2736915 51032 OTHER PROGRAM SERVICES 4680983 755238 51032 13129711 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 116 1 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 THE ORGANIZATION 6516418612 2365 N MCKNIGHT ROAD NO 3 NORTH SAINT PAUL MN 55109 BOB ROEPKE PRESIDENT 3.00 X X 0 0 0 JIM MCDONOUGH VICE-CHAIR 2.00 X X 0 0 0 JESS LUCE SECRETARY 2.00 X X 0 0 0 MIKE SLAVIK TREASURER 2.00 X X 0 0 0 TED BEARTH BOARD MEMBER 1.50 X 0 0 0 IRIS FREEMAN BOARD MEMBER 1.50 X 0 0 0 PRISCILLA GIBSON BOARD MEMBER 1.50 X 0 0 0 MARION GREENE BOARD MEMBER 1.50 X 0 0 0 KENDALL JOHNSON BOARD MEMBER 1.50 X 0 0 0 JIM KORDIAK BOARD MEMBER 1.50 X 0 0 0 VIRGINIA LANEGRAN BOARD MEMBER 1.50 X 0 0 0 RANDY MALUCHNIK BOARD MEMBER 1.50 X 0 0 0 DAVE MENDEN BOARD MEMBER 1.50 X 0 0 0 ALLEN MILLER BOARD MEMBER 1.50 X 0 0 0 KRIS ORLUCK BOARD MEMBER 1.50 X 0 0 0 MIKE PHELPS BOARD MEMBER 1.50 X 0 0 0 SALLY STAGGERT BOARD MEMBER 1.50 X 0 0 0 DAWN SIMONSON EXECUTIVE DIRECTOR 40.00 X 92611 0 12858 TERRY NIELSEN FINANCE DIRECTOR 40.00 X 74882 0 20140 167493 0 32998 0 0 0 0 0 13827362 90915 13918277 REGISTRATIONS AND OTHER PROGRAM R 900099 49232 49232 49232 3433 3433 16380 14580 1800 1800 1800 13972742 51032 0 3433 6970446 6970446 167493 142370 25123 3848869 3263666 585203 962140 819854 142286 327500 277733 49767 14334 7088 7246 748652 687563 61089 50079 48872 1207 75481 63116 12365 289767 242051 47716 86533 63126 23407 68195 50072 18123 110286 34417 75869 30142 15969 14173 SUPPLIES 276243 223838 52405 REPAIRS AND MAINTENANCE 209001 203597 5404 OTHER COSTS 26665 15933 10732 14261826 13129711 1132115 0 200 200 1162419 477111 1609252 2404565 29904 60718 2133916 851994 1255824 1281922 4057599 4224516 748066 1250812 832146 868229 38350 17548 985120 923094 2603682 3059683 X 1453917 1164833 1453917 1164833 4057599 4224516 -289084 0 X X 0 1 X 1 1 1 X 9895193 10372709 11773424 13267878 13918277 59227481 9895193 10372709 11773424 13267878 13918277 59227481 59227481 60122 42479 16577 15225 19813 154216 26249 9634 35883 59417580 251036 0.99680 0.99600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 352365 352365 937987 273472 664515 426987 259657 167330 416577 318865 97712 1281922 X 14129292 141970 14580 156550 13972742 0 13972742 14418376 141970 14580 156550 14261826 0 14261826 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, 2014, 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED FROM GROSS RENTS 14,580. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED FROM GROSS RENTS 14,580. 1 AFRICAN ASSISTANCE PROGRAM 6040 EARLE BROWN DRIVE 362 BROOKLYN CENTER MN 55430 411995400 501(C)3 8164 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT AMHERST WILDER FOUNDATION 451 LEXINGTON AVE N ST PAUL MN 55104 410693889 501(C)3 82565 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT ANOKA CO CAP 11155 ROBINSON DR COON RAPIDS MN 55433 416048575 25500 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT ANOKA CO SENIOR CAREGIVER NETWORK 2100 3RD AVENUE N 500 ANOKA MN 55303 416005752 85271 TO PROVIDE TITLE III SERVICES TO CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT BRIAN COYLE COMMUNITY CENTER 420 15TH AVE SO MINNEAPOLIS MN 55454 410916478 501(C)3 40000 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT CENTRO INC 1915 CHICAGO AVENUE MINNEAPOLIS MN 55404 411290349 501(C)3 35720 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT. CITY OF FRIDLEY 6805 7TH ST NE FRIDLEY MN 55427 416007700 20188 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT CLUES 797 E 7TH ST ST PAUL MN 55106 411389686 501(C)3 49256 TO PROVIDE TITLE III SERVICES TO CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT CONFEDERATION OF SOMALI COMMUNITY IN MN 420 15TH AVE SO MINNEAPOLIS MN 55454 411817894 501(C)3 10601 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT CONSUMER DIRECTIONS INC 111 COLLEGE AVE N 1 ST JOSEPH MN 56374 412019048 41416 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ AND CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT DARTS 1645 MARTHALER LANE ST PAUL MN 55118 411326631 501(C)3 220438 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ AND CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT EAST SUBURBAN RESOURCES 1754 WASHINGTON AVE STILLWATER MN 55082 410880331 501(C)3 25000 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT ELDERBERRY INSTITUTE 475 CLEVELAND AVE N ST PAUL MN 55104 363512437 501(C)3 35678 TO PROVIDE TITLE III SERVICES TO CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT FAMILY MEANS 1875 NORTHWESTERN AVE N STILLWATER MN 55082 416045574 501(C)3 111969 TO PROVIDE TITLE III SERVICES TO CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT GMCC 1001 E LAKE ST MINNEAPOLIS MN 55407 410693933 501(C)3 60601 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT HENNEPIN HEALTH FOUNDATION HCMC 701 PARK AVENUE LSB-3 MINNEAPOLIS MN 55415 421727837 30000 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT. KOREAN SERVICE CENTER 630 CEDAR AVENUE MINNEAPOLIS MN 55454 411678348 501(C)3 77365 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ AND CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT LAO ADVANCEMENT ORGANIZATION OF AMERICA 2468 W BROADWAY AVE MINNEAPOLIS MN 55411 411651825 501(C)3 64551 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT MERRICK COMMUNITY SERVICES 715 EDGERTON ST ST PAUL MN 55130 410693851 501(C)3 32571 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT MID MN LEGAL AID 430 1ST AVE N MINNEAPOLIS MN 55401 410797355 501(C)3 145000 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT NEIGHBORHOOD INVOLVEMENT PROGRAM 2431 HENNEPIN AVE SO MINNEAPOLIS MN 55405 410956858 501(C)3 52000 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT NW YOUTH & FAMILY SERVICES 3490 LEXINGTON AVE N SHORVIEW MN 55126 411284306 501(C)3 25000 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT PRESBYTERIAN HOMES & SERVICES 2845 HAMLINE AVE N ROSEVILLE MN 55113 417587560 501(C)3 2320180 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT SCOTT-CARVER-DAKOTA CAP AGENCY 712 CANTERBURY ROAD SHAKOPEE MN 55379 410903890 501(C)3 345786 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT SENIOR COMMUNITY SERVICES 10709 WAYZATA BLVD MINNETONKA MN 55305 410720473 501(C)3 92500 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT SOUTHERN MN REGIONAL LEGAL SVCS 166 E 4TH ST ST PAUL MN 55101 411316151 501(C)3 145000 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT STORE-TO-DOOOR 1935 W CO RD B2 250 ROSEVILLE MN 55113 411433859 501(C)3 100000 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT STRATEGIC ALLIANCE FOR SENIOR SERVICES 1645 MARTHALER LANE W ST PAUL MN 55118 411942542 501(C)3 142879 TO PROVIDE TITLE III SERVICES TO CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT TRUST INC 9 W RUSTIC LODGE AVE S MINNEAPOLIS MN 55419 410965940 501(C)3 29500 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT UNITED CAMBODIAN ASSOCIATION OF MN 1101 SNELLING AVE N ST PAUL MN 55108 411631017 501(C)3 35000 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT VIETNAMESE SOCIAL SERVICES 1159 UNIVERSITY AVENUE W ST PAUL MN 55104 363532232 501(C)3 71440 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ SPECIFIED IN THE CONTRACT OR GRANT VOLUNTEERS OF AMERICAMN 7625 METRO BLVD MINNEAPOLIS MN 55439 411554078 501(C)3 1776247 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ AND CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT COMMONBOND COMMUNITIES 328 KELLOGG BLVD W ST PAUL MN 55102 411260469 501(C)3 5760 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ AND CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT LUTHERAN SOCIAL SERVICE OF MN 2485 COMO AVENUE ST PAUL MN 55108 410872993 501(C)3 27190 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ AND CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT LYNGBLOMSTEN SERVICES INC 1415 ALMOND AVENUE ST PAUL MN 55108 411310487 501(C)3 53658 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ AND CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT NORMANDALE CTR FOR HEALING & WHOLENESS 6100 NORMANDALE ROAD EDINA MN 55436 411959179 501(C)3 28178 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ AND CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT EASTSIDE NEIGHBORHOOD SERVICES INC 1700 2ND STREET NE MINNEAPOLIS MN 55413 410873798 501(C)3 78862 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ AND CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT JEWISH FAMILY COMMUNITY SERVICES OF MINNEAPOLIS 13100 WAYZATA BLVD SUITE 4 MINNETONKA MN 55305 410693860 501(C)3 27250 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ AND CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT WECAB 5341 MAYWOOD ROAD MOUND MN 55364 461555441 501(C)3 21433 TO PROVIDE TITLE III SERVICES TO SENIORS AGED 60+ AND CAREGIVERS SPECIFIED IN THE CONTRACT OR GRANT 34 5 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 & ASSESSMENTS, SITE VISIT GUIDE, AND SITE ASSESSMENT TOOL; DOCUMENT VERIFICATION; FINANCIAL REVIEWS; MONITORING OF PROGRAM AND FINANCIAL REPORTS; FINAL OUTCOME REPORTS; MONTHLY, QUARTERLY AND YEAR-END REPORTS, NATIONAL AGING PROGRAM INFORMATION SYSTEM (NAPIS) CLIENT REGISTRATION & REPORTS; PROGRAM SUMMARY REPORTS (SUMBITTED 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 11 MANAGEMENT STAFF AND THE AUDIT/FINANCE COMMITTEE REVIEW THE DRAFT FORM 990 IN DETAIL. THE EXECUTIVE COMMITTEE REVIEWS THE 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 ARE ASKED TO SUBMIT AN ANNUAL STATEMENT DECLARING CONFLICTS OF INTEREST, IF ANY. IF A BOARD MEMBER DECLARES A CONFLICT OF INTEREST, THE BOARD'S EXECUTIVE COMMITTEE WILL RESOLVE ANY REAL OR APPARENT CONFLICT(S) AND, IN THE ABSENCE OF RESOLUTION, REFER THE MATTER TO THE BOARD OF DIRECTORS. DURING MEETINGS OF THE BOARD AND ITS COMMITTEES, 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. DISINTERESTED BOARD MEMBERS CAN GATHER ADDITIONAL FACTS FROM THE INTERESTED BOARD MEMBER. NO BOARD MEMBERS MAY VOTE IN ANY DELIBERATION RELATING TO POLICIES, ISSUES, OR SELECTION OF VENDORS, AND/OR FUNDING PROPOSALS IN WHICH HE/SHE HAS A CONFLICT OF INTEREST AS DETERMINED BY THE BOARD. PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE. KEY EMPLOYEES: EMPLOYEES RECEIVE A COPY OF THE AGENCY'S EMPLOYEE HANDBOOK AT THE TIME OF HIRE. THE HANDBOOK OUTLINES ACTIONS DEEMED TO BE CONFLICT OF INTEREST AND THE DISCIPLINARY ACTIONS THAT RESULT IF AN EMPLOYEE VIOLATES THE CONFLICT OF INTEREST POLICY. SUPERVISORS ARE RESPONSIBLE TO KNOW THE AGENCY'S CONFLICT OF INTEREST POLICY AND MONITOR THE EMPLOYEES THEY DIRECTLY SUPERVISE RELATED TO CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD'S EXECUTIVE COMMITTEE DETERMINES ALL AGENCY SALARY RANGES VIA COMPARISON WITH SURVEY INFORMATION INCLUDING THAT COMPILED BY THE MN COUNCIL OF NON-PROFITS IN THEIR ANNUAL PUBLICATION, MINNESOTA NONPROFIT SALARY AND BENEFITS SURVEY. THS SURVEY IS A COMPILATION OF APPROXIMATELY 600 MINNESOTA NONPORFIT CORPORATIONS. IN ADDITION THE COMMITTEE CONSIDERS ADDITIONAL SPECIFIC INFORMATION FROM AGENCIES SIMILAR TO THE AGENCY. EACH KEY EMPLOYEE RECEIVES AN ANNUAL PERFORMANCE REVIEW AND HIS/HER SALARY IS DETERMINED BASED ON MERIT WITHIN THE ESTABLISHED RANGE. THE COMPARATIVE PROCESS WAS LAST USED IN 2009 FOR THE EXECUTIVE DIRECTOR, D. SIMONSON AND THE FINANCE DIRECTOR, T. NIELSEN. 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.