2025-12-23T16:22:09-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2024-01-01 416052957 NU-WAY HOUSE INC NU-W 6127670309 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 TOM MEIER TREASURER 6127670309 2025-12-23 1 1 KAREN A GRIES P00078514 6128764500 2025-12-23 2024 2025-03-06 01:10:19Z NUWAY DAVID VENNES 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 45653630 0 X WWW.NUWAY.ORG X 1966 MN TO PROVIDE A TEMPORARY HOME OR HOMES FOR THE HOMELESS ALCOHOLIC AND ADDICT WITH A SINCERE DESIRE TO ARREST HIS DISEASE (ALCOHOLISM), TO RETURN TO A USEFUL LIFE, AND FIND CONTENTMENT IN SOBRIETY. THE HOME ENVIRONMENT WILL BE SUPPLEMENTED WITH COUNSELING, TEACHING, AND PRACTICING A PROGRAM OF GROUP THERAPY ON ALCOHOLISM, AND BY EXPLAINING IT THROUGH A MEDIUM OF INTERVIEWS, CLASSES, LECTURES, AND MEETINGS. ALSO TO PROMOTE THE PHYSICAL, INTELLECTUAL, SOCIAL, ECONOMIC AND SPIRITUAL WELFARE OF THE ALCOHOLIC. 5 0 312 0 0 0 100984 0 43903609 45539953 249647 89272 115528 24405 44369768 45653630 13827922 19319036 0 0 14166073 15735960 0 0 0 35923471 23330399 63917466 58385395 -19547698 -12731765 31004101 21552260 21362476 24642400 9641625 -3090140 SEE SCHEDULE O 0 0 26767606 19319036 29458742 RESIDENTIAL:NUWAY PROVIDED RESIDENTIAL SUBSTANCE USE DISORDER TREATMENT TO ADULT MALES AND FEMALES. IN 2024 THESE PROGRAMS SERVED 1,625 PERSONS. 14395028 0 16081211 OUTPATIENT:NUWAY PROVIDED JOINT COMMISSION ACCREDITED INTENSIVE OUTPATIENT COUNSELING PROGRAMS TO ADULTS IN DULUTH, MANKATO, MINNEAPOLIS, ROCHESTER, ST. CLOUD, AND ST. PAUL, AND AN OUTPATIENT PROGRAM IN ST. PAUL. IN 2024 THESE PROGRAMS SERVED 5,429 PERSONS. 41162634 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 38 0 1 312 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X TOM MEIER 6127670300 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 TOM MEIER TREASURER 1.00 53.00 X X 0 380319 270291 KENNETH ROBERTS CHAIR 1.00 53.00 X X 0 315582 136807 ANGELA HANSEN SECRETARY 1.00 53.00 X X 0 186814 20238 MONIQUE M BOURGEOIS DIRECTOR 1.00 53.00 X 0 239579 107003 JOHN MILLER DIRECTOR 1.00 53.00 X 0 251458 179490 DAVID VENNES CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 480013 398650 LINDSAY GEBHARDT VP, OUTPATIENT SERVICES 50.00 0.00 X 163707 0 34897 MARIAN SPIESS VP, RESIDENTIAL SERVICES 10.00 40.00 X 0 209145 25280 AGNEISZKA LONGTINE PROGRAM DIRECTOR 50.00 0.00 X 128125 0 17431 HEATHER ANDERSON PROGRAM DIRECTOR 50.00 0.00 X 174973 0 11980 CHADWICK WALKER PROGRAM MANAGER 50.00 0.00 X 115130 0 14149 581935 2062910 1216216 10 0 1 0 REINHART FOODSERVICE LLC 13400 COMMERCE BLVD ROGERS MN 55374 FOOD SERVICES 696273 RS EDEN 1931 W BROADWAY 101 MINNEAPOLIS MN 55411 LAB SERVICES 459302 PLUMBING RESTORATION AND SERVICES LLC 889D PIERCE BUTLER ROUTE ST PAUL MN 55075 FACILITIES SERVICES 300480 MICHAEL DOUGLAS KERN 1447 9TH AVE S SOUTH STPAUL MN 55075 JANITORIAL SERVICES 211704 CINTAS CORPORATION PO BOX 625737 CINCINNATI OH 45262 PROGRAM SITE SERVICES 168986 9 PATIENT SERVICE REVENUE 621400 45539953 45539953 45539953 89272 89272 MISCELLANEOUS 900099 24405 24405 24405 45653630 45539953 0 113677 19319036 19319036 12753979 12756716 -2737 375551 375376 175 1458886 1458207 679 1147544 1143105 4439 13264050 13264050 1155295 1155295 196339 196339 1435089 1435089 6910 6910 27373 27373 144791 141963 2828 931292 931292 SETTLEMENT EXPENSE 3908529 3908529 PROGRAM EXPENSE 1375963 1375963 PROVIDER TAX 578980 578517 463 MISCELLANEOUS EXPENSE 270107 225772 44335 35681 35681 58385395 41162634 17222761 0 453155 260327 11486275 3602162 3509519 2552710 7437 330832 21043333 7088529 14338046 13954804 1209669 851425 31004101 21552260 1307664 1365705 3799130 3489824 16255682 19786871 21362476 24642400 X 9641625 -3090140 9641625 -3090140 31004101 21552260 -12731765 0 X 0 0 0 X 4496 3494591 104244 100984 0 3704315 42721933 45287972 45248854 43903609 45539953 222702321 42726429 48782563 45353098 44004593 45539953 226406636 0 0 0 226406636 331651 107474 109625 249647 89272 887669 331651 107474 109625 249647 89272 887669 9789 9789 7469 81968 36765 115528 24405 266135 43065549 48981794 45499488 44369768 45653630 227570229 0.99490 0.99140 0.00390 0.00740 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 7,469. 2021 AMOUNT: $ 81,968. 2022 AMOUNT: $ 36,765. 2023 AMOUNT: $ 115,528. 2024 AMOUNT: $ 24,405. 2496770 2496770 13275982 3891295 9384687 3925892 2331219 1594673 468380 464342 4038 876309 401673 474636 13954804 SETTLEMENT LIABILITY 18869931 LEASE LIABILITY 916940 19786871 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. IT IS ALSO EXEMPT FROM STATE INCOME TAX. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THERE WAS NO UNRELATED BUSINESS INCOME TAX RECORDED FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. ANY INTEREST AND PENALTIES WOULD BE INCLUDED IN INCOME TAX EXPENSE ON THE CONSOLIDATED STATEMENT OF OPERATIONS AND CHANGES IN NET ASSETS. 1 NUWAY RECOVERY FOUNDATION 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 832935624 501(C)(3) 8136350 0 PROGRAM SUPPORT NUWAY ALLIANCE 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 842633989 501(C)(3) 10723899 0 PROGRAM SUPPORT NUWAY MENTAL HEALTH CLINIC 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 923327583 501(C)(3) 458787 0 PROGRAM SUPPORT 3 0 PART I, LINE 2: USE OF FUNDS IS MONITORED CLOSELY BY MANAGEMENT. NUWAY ALLIANCE CONTROLS THE NUWAY HOUSE'S ACTIVITIES THROUGH BOARD CONTROL. NUWAY HOUSE WILL MANAGE DISBURSEMENTS THAT ARE MADE DURING THE YEAR. 0 1 0 0 0 0 0 1 0 DAVID VENNES CHIEF EXECUTIVE OFFICER 0 338090 0 100000 0 41923 0 393720 0 4930 0 878663 0 0 TOM MEIER TREASURER 0 269660 0 72500 0 38159 0 255800 0 14491 0 650610 0 0 KENNETH ROBERTS CHAIR 0 242245 0 50000 0 23337 0 129958 0 6849 0 452389 0 0 JOHN MILLER DIRECTOR 0 188020 0 47500 0 15938 0 164999 0 14491 0 430948 0 0 MONIQUE M BOURGEOIS DIRECTOR 0 195135 0 40000 0 4444 0 103073 0 3930 0 346582 0 0 MARIAN SPIESS VP, RESIDENTIAL SERVICES 0 164107 0 44038 0 1000 0 24500 0 780 0 234425 0 0 ANGELA HANSEN SECRETARY 0 146679 0 39135 0 1000 0 12247 0 7991 0 207052 0 0 LINDSAY GEBHARDT VP, OUTPATIENT SERVICES 142707 0 20000 0 1000 0 22897 0 12000 0 198604 0 0 0 HEATHER ANDERSON PROGRAM DIRECTOR 138820 0 19202 0 16951 0 10364 0 1616 0 186953 0 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED AND PAID BY RELATED ORGANIZATION, NUWAY ALLIANCE. NUWAY ALLIANCE USES THE FOLLOWING TO ESTABLISH COMPENSATION: - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B NUWAY ALLIANCE, A RELATED ORGANIZATION, SPONSORED AN EXECUTIVE COMPENSATION PROGRAM. BEGINNING IN 2019, THE PROGRAM INCLUDED A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WITH SUBSTANTIAL RISK OF FORFEITURE WITH RISK BORNE BY THE PARTICIPANTS. PARTICIPANTS WERE EVALUATED ANNUALLY ON ORGANIZATIONAL HEALTH AND PERFORMANCE METRICS AGREED TO IN THE PREVIOUS YEAR, WHICH MUST BE ACHIEVED FOR CONTRIBUTIONS TO OCCUR. IN 2024, FIVE PERSONS PARTICIPATED: DAVID VENNES ($356,920); KENNETH ROBERTS ($93,941); MONIQUE BOURGEOIS ($70,333); TOM MEIER ($219,000); JOHN MILLER ($132,660). NO PAYOUTS OR DISTRIBUTIONS FROM THIS PLAN OCCURRED IN 2024 (OR IN ANY PRIOR YEAR) AND THE PLAN ACCOUNTS WERE LIQUIDATED AND USED TO PAY MANDATORY AMOUNTS OWED TO THE US GOVERNMENT. PART I, LINE 7 THE CHIEF EXECUTIVE OFFICER'S BONUS WAS DETERMINED AND PAID QUARTERLY BASED ON ADHERENCE TO BUDGET AND APPROVED BY THE BOARD. ALL OTHER BONUSES WERE DETERMINED BY THE CHIEF EXECUTIVE OFFICER, ALSO DETERMINED AND PAID QUARTERLY. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, VICE-PRESIDENT (IF ANY), SECRETARY, AND TREASURER. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO ACT ON ANY MATTER REQUIRING ATTENTION BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES. A QUORUM OF THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE, AND THE ACT OF A MAJORITY OF THE MEMBERS PRESENT AT A MEETING OF THE EXECUTIVE COMMITTEE SHALL BE NECESSARY TO EFFECT AN ACT OF THE COMMITTEE. IN THE ABSENCE OF A QUORUM, A MAJORITY OF THE MEMBERS MAY ADJOURN A MEETING FROM TIME TO TIME UNTIL A QUORUM IS PRESENT; WITHOUT A QUORUM, THE MEMBERS PRESENT MAY NOT CONTINUE TO TRANSACT BUSINESS ANY OTHER BUSINESS BUT ADJOURNMENT. FORM 990, PART VI, SECTION A, LINE 2 ALL OF THE BOARD MEMBERS OF NUWAY HAVE A BUSINESS RELATIONSHIP THROUGH NUWAY ALLIANCE. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER IS NUWAY ALLIANCE, INC. FORM 990, PART VI, SECTION A, LINE 7A NUWAY ALLIANCE, INC., A RELATED ORGANIZATION, HAS THE EXCLUSIVE AUTHORITY TO APPOINT, ELECT, AND REMOVE DIRECTORS OF THE BOARD OF DIRECTORS. THE TOTAL NUMBER OF DIRECTORS SHALL BE FIXED IN ACCORDANCE WITH THE BYLAWS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT IS AVAILABLE, THE RETURN IS REVIEWED BY MANAGEMENT AND CHANGES INCORPORATED BEFORE THE RETURN IS REVIEWED BY THE BOARD OF DIRECTORS, PRIOR TO THE RETURN BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS INTERESTED PERSONS. EACH INTERESTED PERSON ANNUALLY COMPLETES A CONFLICT OF INTEREST STATEMENT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. NUWAY 1404 LLC 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 OWN REAL ESTATE USED FOR PROGRAM SERVICES MN 165000 1618341 NUWAY HOUSE INC NUWAY 1246 LLC 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 832286743 OWN REAL ESTATE USED FOR PROGRAM SERVICES MN 845020 5670632 NUWAY HOUSE INC NUWAY RECOVERY FOUNDATION 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 832935624 TO SUPPORT THE PURPOSES OF NUWAY HOUSE, INC. MN 501(C)(3) LINE 12A, I NUWAY HOUSE INC 1 NUWAY ALLIANCE 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 842633989 TO SUPPORT THE PURPOSES OF NUWAY HOUSE, INC. MN 501(C)(3) LINE 12B, II NUWAY HOUSE INC 1 COCHRAN RECOVERY SERVICES INC 2000 WHITE BEAR AVENUE MAPLEWOOD MN 55109 411234378 TO PROVIDE EDUCATION AND TREATMENT TO CHEMICALLY DEPENDENT INDIVIDUALS MN 501(C)(3) LINE 10 N/A 0 NUWAY MENTAL HEALTH CLINIC 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 920027583 TO SUPPORT PURPOSES OF NUWAY HOUSE MN 501(C)(3) LINE 10 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 NUWAY ALLIANCE INC R 13843178 FAIR MARKET VALUE NUWAY RECOVERY FOUNDATION B 8136350 FAIR MARKET VALUE NUWAY ALLIANCE INC B 10723899 FAIR MARKET VALUE