2012-10-15T16:14:29-05:00 2011-12-31 410975573 HLB TAUTGES REDPATH LTD 4810 WHITE BEAR PARKWAY WHITE BEAR LAKE MN 55110 990 2011-01-01 411675509 PHOENIX ALTERNATIVES INC PHOE 6514077174 4505 WHITE BEAR PARKWAY NO 1500 WHITE BEAR LAKE MN 55110 TERRY HIGGS 6514077174 2012-09-28 1 DIANNE R HICKOK CPA P00043906 6514267000 2012-09-28 2011 2016-02-24 21:20:13Z TERRY HIGGS 4505 WHITE BEAR PARKWAY NO 1500 WHITE BEAR LAKE MN 55110 6403085 0 X WWW.PHOENIXALTERNATIVES.ORG X 1990 MN PROVIDE PERSONS WITH DISABILITIES RESOURCES NEEDED TO BE SUCCESSFUL IN THEIR COMMUNITIES. 6 6 279 6 0 0 130606 128158 6265405 6256473 6634 3409 1500 15045 6404145 6403085 0 0 0 0 4423172 4422204 0 0 0 1892301 1828221 6315473 6250425 88672 152660 4355053 4445117 1601124 1538528 2753929 2906589 X SEE SCHEDULE O 0 1 1576707 964383 TRANSPORTATION SERVICES ARE PROVIDED TO ALL INDIVIDUALS. PRIOR TO NOVEMBER 1, 2011, PHOENIX ALTERNATIVES, INC. PROVIDED TRANSPORTATION TO 70% OF THE CLIENTS SERVED AND CONTRACTED THE REMAINING SERVICE WITH REHBEIN TRANSIT, INC. STARTING NOVEMBER 1, TRANSPORTATION SERVICES WERE MOVED TO NEWTRAX, INC., A NEW NON-PROFIT CORPORATION ESTABLISHED JOINTLY BY PHOENIX ALTERNATIVES, INC. AND MERRICK, INC. THE TRANSPORTATION SERVICES ARE AN INTEGRAL PART OF SUPPORTING PEOPLE WITH DISABILITIES AND CONNECTING PEOPLE TO THEIR COMMUNITIES. PHOENIX ALTERNATIVES, INC. CONTINUES TO TRANSPORT CLIENTS TO THEIR JOBS AND COMMUNITY ACTIVITIES ON A DAILY BASIS. 1175291 1492120 COMMERCE - PHOENIX ALTERNATIVES, INC. OFFERS EMPLOYMENT OPPORTUNITIES FOR CLIENTS AT 1754 COMMERCE COURT. 83 CLIENTS ARE SERVED. EMPLOYMENT OPTIONS INCLUDE COMMUNITY BASED WORK, ON-SITE CONTRACT WORK, VOCATIONAL SKILL TRAINING CLASSES AND OTHER RELATED INSTRUCTION. ALL THE INDIVIDUALS AT THIS LOCATION MUST BE ABLE TO WORK AT A 1:3.25 RATIO. 944975 1329879 THE PARKWAY PROGRAM LOCATED AT 4453 WHITE BEAR PARKWAY SERVES 66 CLIENTS AT AN OVERALL RATIO OF 1:3.25. PROGRAMMING INCLUDES VOCATIONAL TRAINING WITH PAID WORK, COMMUNITY INTEGRATION, LIFE SKILL INSTRUCTION, AND RECREATION AND LEISURE PROGRAMS. THE PROGRAM ALSO OFFERS A CUSTOMIZED PROGRAM FOR PEOPLE WITH ASD (AUTISM SPECTRUM DISORDER). 1696169 2470091 3595 LINDEN AVENUE SOUTH SERVES 47 CLIENTS. THE PROGRAM PRIMARILY SUPPORTS INDIVIDUALS WITH HIGH MEDICAL NEEDS AND PHYSICAL DISABILITIES. THE PROGRAM OFFERS COMMUNITY INTEGRATION SERVICES AND A DIVERSIFIED ART AND RECREATION PROGRAM. ON-SITE COMMUNICATION PROGRAMMING AND LIFE SKILL TRAINING ARE ALSO PART OF THE PROGRAM SERVICES. THE SITE HAS AN ON-SITE NURSE AND A 1:2.25 STAFFING RATIO. A SPECIALIZED SENIOR SERVICE IS AVAILABLE AS PART OF THE DTH PROGRAM. 6866 UPPER 33RD STREET IN OAKDALE IS A WASHINGTON COUNTY PROGRAM FOR 46 CLIENTS WHO HAVE HIGH MEDICAL NEEDS AS WELL AS PHYSICAL DISABILITIES. PROGRAMMING INCLUDES COMMUNITY INTEGRATION, MUSIC AND DIVERSIFIED ART AND RECREATION OPPORTUNITIES. A SPECIALIZED SENIOR SERVICE IS ALSO AVAILABLE FOR CLIENTS WHO NEED A CUSTOMIZED SUPPORT PROGRAM. STAFFING RATIO IS EITHER 1:2 OR 1:3, BASED ON INDIVIDUALS' NEEDS.3595 LINDEN AVENUE NORTH SERVES 20 CLIENTS. THE PROGRAM IS SIMILAR IN STRUCTURE AND PROGRAMMING TO THE PARKWAY LOCATION. THE RATIO IS 1:3.25.VOCATIONAL SERVICES ARE PROVIDED AT MULTIPLE LOCATIONS. CLIENT OPPORTUNITIES INCLUDE PAID PRODUCTION WORK ON SITE, COMMUNITY BASED EMPLOYMENT AND PARTICIPATION IN AUXILIARY VOCATIONALLY RELATED CLASSES. 1696169 2470091 5393142 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 279 1 0 0 0 0 0 0 0 0 0 0 X 6 6 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 6514077174 4505 WHITE BEAR PARKWAY NO 1500 WHITE BEAR LAKE MN 55110 JOHN KUHRMEYER 1.00 X X 0 0 0 WILLIAM LEMIRE 1.00 X X 0 0 0 DAVID COEN 1.00 X X 0 0 0 BRIAN BARSI 1.00 X 0 0 0 CAROL PANKOW 1.00 X 0 0 0 MIKE MINER 1.00 X 0 0 0 ROBERT GRAMS 1.00 X 0 0 0 SUSAN WARWEG 40.00 X 80906 0 5562 TERRY HIGGS 40.00 X 83913 0 13546 164819 0 19108 0 0 0 0 REHBEIN TRANSPORTATION INC 6298 HODGSON ROAD LINO LAKES MN 55014 TRANSPORTATION 483615 NEWTRAX INC 3210 LABORE ROAD STE 100 VADNAIS HEIGHTS MN 55110 TRANSPORTATION 124881 2 124553 3605 128158 PROGRAM SERVICE REVENU 624310 6112110 6112110 VOCATIONAL INCOME 624310 133757 133757 MISC INCOME - RELATED 900099 10606 10606 6256473 3409 3409 INSURANCE PROCEEDS 900099 14045 14045 MISC REVENUE 900099 1000 1000 15045 6403085 6256473 0 18454 183927 183927 3553452 3116599 436853 391557 382881 8676 293268 247935 45333 13273 13273 814405 767391 47014 5904 5904 103615 95866 7749 181486 159751 21735 147469 146150 1319 72155 72155 213490 182762 30728 40178 29669 10509 VEHICLE MAINTENANCE REP 120543 120543 MINOR EQUIPMENT/REPAIR 56040 47489 8551 STAFFING COSTS 28592 7437 21155 DUES 14987 7738 7249 16084 8776 7308 6250425 5393142 857283 0 26852 28724 971501 938265 390447 460936 38054 42945 4177846 1645537 2928199 2532309 441938 4355053 4445117 349326 475776 1066114 943648 185684 119104 1601124 1538528 X 2504014 2881575 249915 25014 2753929 2906589 4355053 4445117 152660 0 X 0 1 1 X 0 X 85015 186218 65000 130606 128158 594997 5567784 5836594 6071165 6265405 6256473 29997421 1500 15045 16545 5652799 6022812 6136165 6397511 6399676 30608963 0 0 0 30608963 39268 25669 11823 6634 3409 86803 39268 25669 11823 6634 3409 86803 5692067 6048481 6147988 6404145 6403085 30695766 0.99720 0.99610 0.00280 0.00390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 544166 544166 3085062 1191060 1894002 308825 281069 27756 239793 173408 66385 2532309 INVESTMENT IN PROGRAM RELATED JOINT VENTURE 441938 C 441938 6403085 6250425 152660 152660 6403085 0 6403085 0 6403085 6250425 0 6250425 0 6250425 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: A TAX EXPENSE OR BENEFIT FROM AN UNCERTAIN INCOME TAX POSITION (INCLUDING TAX-EXEMPT STATUS) MAY BE RECOGNIZED ONLY WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT BELIEVES THE CORPORATION HAS NO UNCERTAIN INCOME TAX POSITIONS THAT WOULD RESULT IN AN ACCRUAL, EXPENSE OR BENEFIT UNDER THE MORE LIKELY THAN NOT STANDARD. ORGANIZATION MISSION STATEMENT FORM 990, PART III, LINE 1 PROVIDE PERSONS WITH DEVELOPMENTAL DISABILITIES THE RESOURCES THEY NEED TO ACHIEVE SUCCESS AND BUILD CONNECTIONS IN THE COMMUNITY. PHOENIX ALTERNATIVES, INC. CONTRACTS WITH RAMSEY AND WASHINGTON COUNTY TO PROVIDE 244 DAYS OF SERVICE PER YEAR. THERE ARE FIVE LICENSED PROGRAMS AND FOUR SITE LOCATIONS. EACH PROGRAM PROVIDES SERVICE SPECIFIC TO A PERSON'S PROGRAMMING NEEDS. THE PROGRAM FOCUS FOR EACH SERVICE IS REFLECTIVE OF THE OVERALL CLIENT NEEDS AND THE SERVICE PRIORITIES ARE CUSTOMIZED TO EACH SITE. PHOENIX ALTERNATIVES, INC. PRIDES ITSELF ON PROVIDING AN ARRAY OF SERVICES AND THIS IS REFLECTIVE OF EACH PROGRAM'S LOCATION. INDIVIDUALS WITH VARYING DISABILITIES ARE SERVED THROUGHOUT THE ORGANIZATION. CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 EFFECTIVE NOVEMBER 7, 2011, PHOENIX ALTERNATIVES, INC. DISCONTINUED PROVIDING TRANSPORTATION TO AND FROM CLIENT HOMES AND CONTRACTED WITH NEWTRAX, INC. FOR THIS SERVICE. PHOENIX ALTERNATIVES, INC. AND MERRICK, INC. ARE THE FOUNDING MEMBERS OF NEWTRAX, INC. THE PRIMARY OBJECTIVES OF FORMING THIS NEW NON-PROFIT CORPORATION ARE TO: (I) ENSURE SAFE, ACCESSIBLE, AND RELIABLE RIDES FOR CLIENTS OF MERRICK AND PHOENIX ALTERNATIVES, INC; (II) MAXIMIZE OPERATIONAL EFFICIENCIES TO REDUCE EXPENSES AND STABILIZE SERVICES ANTICIPATING LESS GOVERNMENT REIMBURSEMENT; (III) DEVELOP STRATEGIC COLLABORATIONS THAT INCREASE THE POTENTIAL OF EACH ORGANIZATION TO DELIVER SERVICES TO THEIR CLIENTS AND (IV) CONTRIBUTE TO THE HEALTH OF OUR COMMUNITIES BY REDUCING THE NUMBER OF VEHICLES CONGESTING ROADS AND VEHICLE EMISSIONS. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION WILL SEND FORM 990 ELECTRONICALLY TO BOARD MEMBERS FOR REVIEW. ANY QUESTIONS WILL BE ANSWERED VIA A TELEPHONE CONFERENCE OR AT THE NEXT BOARD MEETING PRIOR TO SENDING IT OUT. THE PROCESS WILL BE DOCUMENTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 12C REVIEW CONFLICT OF INTEREST POLICY ANNUALLY WITH ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 REVIEWED MHC ANNUAL SALARY SURVEY AND BUREAU OF LABOR STATISTICS. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DOCUMENTS WOULD BE MADE AVAILABLE UPON REQUEST.