2024-05-31T10:43:15-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-01-01 410962296 PEOPLE INCORPORATED PEOP 6517740011 3000 AMES CROSSING ROAD 600 EAGAN MN 55121 JILL WIEDEMANN-WEST CHIEF EXECUTIVE OFFICER 6517740011 2024-05-29 1 JILL WIEDEMANN-WEST XXX-XX-XXXX 0 SARAH REICHLING P01587996 6123764500 2024-05-29 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JILL WIEDEMANN-WEST 3000 AMES CROSSING ROAD 600 EAGAN MN 55121 59498418 0 X WWW.PEOPLEINCORPORATED.ORG X 1969 MN TRANSFORM THE HEALTH OF COMMUNITIES THROUGH INNOVATIVE SOLUTIONS. 19 19 952 34 0 0 1951680 2021954 52498001 55427641 343562 285963 62632 423075 54855875 58158633 204083 206581 0 0 44261996 46498739 43489 29288 535178 12095895 12023725 56605463 58758333 -1749588 -599700 33186942 33882929 8691786 9097422 24495156 24785507 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 40 PROGRAMS THROUGHOUT THE MINNEAPOLIS/ST. PAUL METRO AREA AND BEYOND. 0 0 17381251 41476 19983502 INTENSIVE RESIDENTIAL TREATMENT SERVICE (IRTS) AND CRISIS RESIDENTIAL PROGRAMS SERVICES ARE PROVIDED AT 9 LOCATIONS THROUGHOUT THE METROPOLITAN AREA, INCLUDING A NEW LOCATION IN MINNEAPOLIS. THESE SERVICES INTEGRATE MENTAL HEALTH, MEDICAL, AND SUBSTANCE USE CARE IN A 24-HOUR, SUPERVISED SETTING. OUR RESIDENTIAL CRISIS STABILIZATION (RCS) HYBRID SERVICES HELP INDIVIDUALS WHO ARE EXPERIENCING A MENTAL HEALTH CRISIS OR EMERGENCY. WHEN APPROPRIATE, THE INDIVIDUAL CAN MOVE DIRECTLY INTO AN IRTS, REMOVING THE BARRIERS AND WAITING FOR THE NEXT STEPS TOWARD RECOVERY. OUR IRTS PROGRAMS ARE A STEP BELOW HOSPITALIZATION IN OUR COMMUNITY-BASED SYSTEM OF CARE, HELPING ADULTS WHO NEED A HIGH LEVEL OF TREATMENT AND ASSISTANCE IN A STRUCTURED ENVIRONMENT. 9726275 21681 9127833 CASE MANAGEMENT - OUR CASE MANAGEMENT SERVICES OFFER PERSONALIZED SUPPORT, CONNECTING INDIVIDUALS WITH MENTAL HEALTH RESOURCES, COORDINATING CARE, AND ASSISTING IN GOAL ACHIEVEMENT FOR A COMPREHENSIVE APPROACH TO OVERALL WELL-BEING. TARGETED CASE MANAGEMENT SERVICES HELP ADULTS WITH SERIOUS MENTAL ILLNESS (SMI) GAIN ACCESS TO MEDICAL, SOCIAL, EDUCATIONAL, VOCATIONAL, AND OTHER NECESSARY SERVICES CONNECTED TO THE PERSON'S MENTAL HEALTH NEEDS. WAIVER CASE MANAGEMENT SERVICES PROVIDE INDIVIDUALS AND THEIR FAMILIES ACCESS TO PERSON-CENTERED PLANNING, SUPPORT PLANNING, AND MONITORING. OUR ADDITIONAL CASE MANAGEMENT PROGRAMS INCLUDE: ASSERTIVE COMMUNITY TREATMENT (ACT), EPILEPSY MENTAL HEALTH SERVICES, AND DEAF AND HARD OF HEARING SERVICES (DHHS). ELIGIBILITY REQUIREMENTS APPLY TO EACH PROGRAM. 6694514 10766 8509720 OUTPATIENT MENTAL HEALTH CLINICS OUR RULE 29 OUTPATIENT MENTAL HEALTH SERVICES, OFFER ASSESSMENTS, ANGER MANAGEMENT, PSYCHIATRIC MEDICATION MANAGEMENT, GROUP THERAPY, AND PSYCHOTHERAPY FOR ADULTS, FAMILIES, CHILDREN, ADOLESCENTS, AND COUPLES, WITH TELEMEDICINE OPTIONS FOR THOSE WHO PREFER REMOTE ACCESS. WE PROVIDE A PERSON-CENTERED, HOLISTIC, INTEGRATED APPROACH TO PREVENTING, INTERVENING, AND TREATING MENTAL ILLNESS, OTHER CHALLENGES, AND CO-OCCURRING DIAGNOSES. OUR TREATMENT PLANS ARE AS INDIVIDUALIZED AND MULTI-FACETED AS THE CLIENTS WE SERVE. WE HELP IMPROVE THE LIVES OF OUR CLIENTS, SUPPORTING THEM INTO BECOMING HEALTHIER, INDEPENDENT, AND MORE PRODUCTIVE MEMBERS OF SOCIETY. BEHAVIORAL HOME HEALTH (BHH) SERVICES UTILIZE A PERSON-CENTERED TEAM APPROACH TO HELP CLIENTS MEET GOALS AND BETTER MANAGE HEALTH CONDITIONS, INCLUDING CERTIFIED PEER SUPPORT SPECIALISTS. WE OFFER SERVICES TO NAVIGATE THE HEALTHCARE SYSTEM, SECURE TRANSPORTATION TO APPOINTMENTS, MAINTAIN HOUSING AND EMPLOYMENT, GET REFERRALS TO COMMUNITY SUPPORTS, AND MORE. 6523679 104324 6975188 HOUSING STABILIZATION SERVICES OUR SUPPORTIVE HOUSING WITH SERVICES OFFERS INTENSIVE MENTAL HEALTH AND INDEPENDENT LIVING SUPPORT IN A RESIDENTIAL OR APARTMENT SETTING. OUR GOAL IS TO PROVIDE HOLISTIC CARE TO HELP OUR CLIENTS LIVE INDEPENDENTLY IN THE COMMUNITY WHILE MANAGING THEIR MENTAL ILLNESS, INCLUDING SUPPORTING UNDERSERVED GROUPS SUCH AS THE DEAF/HARD OF HEARING COMMUNITIES. WE HAVE SEVERAL LOCATIONS LOCATED IN RESIDENTIAL NEIGHBORHOODS LOCATED IN AND AROUND ST. PAUL, MINNEAPOLIS, AND THE SURROUNDING SUBURBS. 6081690 8879 6414127 CHILDREN AND YOUTH SERVICES OUR CHILDREN AND YOUTH SERVICES PROVIDE COMPREHENSIVE MENTAL HEALTH SUPPORT AND INTERVENTION PROGRAMS TAILORED TO MEET THE UNIQUE NEEDS OF YOUNG INDIVIDUALS, FOSTERING THEIR EMOTIONAL WELL-BEING AND RESILIENCE. OUR PROGRAMS INCLUDE: AN ALTERNATIVE LEARNING CENTER (ALC) PLUS PROGRAM, SCHOOL-BASED MENTAL HEALTH SERVICES, CHILDREN'S TARGETED CASE MANAGEMENT SERVICES, AND CHILDREN'S THERAPEUTIC SERVICES AND SUPPORTS (CTSS) SERVICES. 4293692 19455 4417271 COMMUNITY OUTREACH AND PARTNERSHIPS OUR COMMUNITY AND OUTREACH PARTNERSHIPS ACTIVELY ENGAGE WITH LOCAL ORGANIZATIONS, CREATING COLLABORATIVE INITIATIVES TO ENHANCE MENTAL HEALTH AWARENESS, SUPPORT, AND RESOURCES WITHIN THE COMMUNITY. THE ACCESS & RECOVERY CENTER (ARC) TEAM HELPS CONNECT THOSE EXPERIENCING HOMELESSNESS TO SERVICES, SUPPORT, AND ACCESS TO RESOURCES THROUGH A WRAPAROUND INTEGRATION OF ADULT REHABILITATIVE MENTAL HEALTH SERVICES (ARMHS), BEHAVIORAL HEALTH HOME (BHH), AND OUTREACH SERVICES. THE ARC HOUSING FIRST TEAM WORKS TO PROVIDE PERMANENT HOUSING TO PEOPLE EXPERIENCING HOMELESSNESS, INCLUDING SUPPORT WITH RENTAL ASSISTANCE AND RAPID RE-HOUSING THAT VARIES IN DURATION DEPENDING ON THE HOUSEHOLD'S NEEDS, TO HELP SUPPORT INDIVIDUALS IN ACHIEVING PERSONAL GOALS AND IMPROVE THEIR QUALITY OF LIFE. THE CORRECTIONS INTEGRATED SUPPORT PROGRAM GIVES THOSE IN THE CRIMINAL JUSTICE SYSTEM WHO EXPERIENCE MENTAL ILLNESS ACCESS TO A MULTI-DISCIPLINARY TEAM OF MENTAL HEALTH PROFESSIONALS WHO SUPPORT THE CLIENT'S OVERALL WELLNESS DURING AND AFTER INCARCERATION. OUR COUNTY JAIL PARTNERS REFER CLIENTS ONCE THERE IS AN IDENTIFIED MENTAL HEALTH CONCERN. THE NORTHSIDE COMMUNITY SUPPORT PROGRAM (NCSP) IS A FREE, MEMBERSHIP-BASED PROGRAM IN NORTH MINNEAPOLIS THAT HELPS ADULTS OVERCOME THE CHALLENGES OF MENTAL ILLNESS, TRAUMA, AND MORE BY PROVIDING ACCESS TO COMMUNITY-BASED SERVICES, THERAPY, EMERGENCY FOOD, EMPLOYMENT SUPPORTS, LEGAL ASSISTANCE, AND MORE. 16899061 132658 17806586 50701101 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 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 1 162 0 1 952 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X TERIN ROBERTSON 6512883525 3000 AMES CROSSING ROAD SUITE 600 EAGAN MN 55121 SR SUE ERNSTER CHAIR 1.00 X 0 0 0 HEIDI FISHER VICE CHAIR 1.00 X 0 0 0 TRISHA STARK PHD LP MPA MJ SECRETARY 1.00 X 0 0 0 ELLEN SUE EWALD TREASURER 1.00 X 0 0 0 JENNIFER ANDERSON DIRECTOR (LEFT BEFORE YE) 1.00 X 0 0 0 BRUCE BOBBITT PHD DIRECTOR 1.00 X 0 0 0 YUYING CHEN-WYNN DIRECTOR 1.00 X 0 0 0 ASHLEY CONGER DIRECTOR 1.00 X 0 0 0 DOUG ELSASS DIRECTOR 1.00 X 0 0 0 EMILY ESSERT PHD DIRECTOR 1.00 X 0 0 0 SCOTT FARWIG DIRECTOR 1.00 X 0 0 0 JESSICA KENNEDY DIRECTOR 1.00 X 0 0 0 WENDY LEWIS DIRECTOR 1.00 X 0 0 0 NANCY MCKILLIPS DIRECTOR 1.00 X 0 0 0 SETH PARADIS PHD DIRECTOR 1.00 X 0 0 0 MARI PAYTON DIRECTOR 1.00 X 0 0 0 CHAD SAUNDERS DIRECTOR 1.00 X 0 0 0 KYLE THOMAS DIRECTOR 1.00 X 0 0 0 SHARON WILLIAMS DIRECTOR 1.00 X 0 0 0 MATT WINSTON DIRECTOR 1.00 X 0 0 0 JILL WIEDEMANN-WEST CHIEF EXECUTIVE OFFICER 40.00 X 336382 0 55270 MIKE TURPIN CHIEF ADMINISTRATIVE OFFICER & GENERAL COUNSEL 40.00 X 244617 0 21616 WENDY WADDELL CHIEF OPERATION OFFICER 40.00 X 223424 0 34359 KAREN KAPLAN CHIEF HUMAN RESOURCES OFFICER 40.00 X 221601 0 20251 KELLAN TITTLE CHIEF FINANCIAL OFFICER 40.00 X 207853 0 34136 VERONIKA MIX VICE PRESIDENT OF COMMUNITY ENGAGEMENT 40.00 X 166813 0 42123 BEVERLY LEWIS MEDICAL DIRECTOR 40.00 X 288814 0 25424 DAN CARLSON VICE PRESIDENT OF ENTERPRISE SOLUTIONS 40.00 X 168544 0 5428 JON O'DONNELL ADV PRACTICE REG NURSE 40.00 X 168305 0 11356 ELIZABETH MCDEVITT ADV PRACTICE REG NURSE 40.00 X 131490 0 41449 SARA BENSON OPERATIONS DIRECTOR 40.00 X 113621 0 0 2271464 0 291412 24 0 1 0 NEW HORIZON FOODS 2670 106TH ST URBANDALE IA 50322 FOOD PROVIDER FOR RESIDENTIAL PROGRAMS 691655 MIDDLE ENGLISH INCORPORATED 2125 EMERSON AVE S MINNEAPOLIS MN 55405 INTERPRETING SERVICES 365350 HIGH PROFILE GROUNDS MAINTENANCE 8164 ARTHUR ST NE SPRING LAKE PARK MN 55432 SNOW PLOWING, LAWN SERVICE, LANDSCAPING 330067 COVERALL OF THE TWIN CITIES 8009 34TH AVE SUITE 10 BLOOMINGTON MN 55425 JANITORIAL SERVICES 324242 QUALIFACTS SYSTEMS LLC 315 DEADERICK ST 2300 NASHVILLE TN 37238 ELECTRONIC MEDICAL RECORD SOFTWARE 315140 8 2021954 340805 2021954 MEDICAL ASSISTANCE/PMAP 624200 44112951 44112951 GOVERNMENT SERVICE REVENUE 624200 4594634 4594634 RENTAL/HOUSING REVENUE 624200 2438301 2438301 COMMERICAL INSURANCE 624200 1930879 1930879 PRIVATE PAY 624200 1340881 1340881 1009995 1009995 55427641 308163 308163 988984 328601 916167 423618 72817 -95017 -22200 -22200 INSURANCE PROCEEDS-HAIL DAMAGE 900099 364277 364277 MISCELLANEOUS REVENUE 900099 58798 58798 423075 58158633 55427641 0 709038 206581 206581 1608445 139338 1407737 61370 36497626 32499835 3695745 302046 563011 457193 103518 2300 4702857 4147842 522438 32577 3126800 2711921 389250 25629 5344 5344 64985 64985 29288 29288 35226 35226 919533 826997 90771 1765 60930 17312 34830 8788 446694 321021 96433 29240 1589292 1194479 379961 14852 2551399 2381341 158642 11416 625603 555868 65659 4076 192566 132377 56528 3661 1135617 798189 337428 282359 244936 35386 2037 CLIENT HOUSING AND BASI 1981525 1981525 PROGRAM FOOD AND SUPPLI 1376739 1376739 BAD DEBT EXPENSE 521529 521529 STAFF RECRUITING 29456 29456 204928 186078 12717 6133 58758333 50701101 7522054 535178 6609954 5786269 103343 0 236841 238937 5271188 5629275 740688 991659 23441313 12142020 11200359 11299293 7603930 8474856 1420639 1462640 33186942 33882929 3666725 3897884 229360 93782 1816969 1592713 1209615 1830322 1769117 1682721 8691786 9097422 X 19506594 19148963 4988562 5636544 24495156 24785507 33186942 33882929 X -599700 814772 75279 X X 0 1 X 1 1 1 X 1968570 6132222 9250661 1951680 2021954 21325087 47834857 43177425 48369744 52498001 55427641 247307668 49803427 49309647 57620405 54449681 57449595 268632755 920367 414562 326890 446681 518306 2626806 0 920367 414562 326890 446681 518306 2626806 266005949 34262 36795 97582 148820 308163 625622 34262 36795 97582 148820 308163 625622 94146 1947380 679116 62632 423075 3206349 49931835 51293822 58397103 54661133 58180833 272464726 0.97630 0.97720 0.00230 0.00130 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 94,146. 2020 AMOUNT: $ 65,781. 2021 AMOUNT: $ 47,927. 2022 AMOUNT: $ 62,632. 2023 AMOUNT: $ 58,798. INSURANCE PROCEEDS - 2020 AMOUNT: $ 1,881,599. 2021 AMOUNT: $ 631,189. 2023 AMOUNT: $ 364,277. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1393 0 0 1393 0 0 0 PART II-B, LINE 1: THE ORGANIZATION HAS TWO REGISTERED LOBBYISTS WHO CONTACT LEGISLATORS AND OTHER GOVERNMENT OFFICIALS ABOUT PENDING LEGISLATION AND PROGRAM FUNDING. DURING 2023, THE ORGANIZATION SPENT APPROXIMATELY $1,393 IN SALARY EXPENSES FOR THE INDIVIDUAL'S TIME SPENT ON THESE ACTIVITIES. 5619292 20000 972564 141675 6470181 6291790 133000 -805498 5619292 2663319 3188333 440138 6291790 2334374 69333 262607 2995 2663319 1847396 127883 362011 2916 2334374 0.62909 0.20010 0.17078 1 0 1921004 1921004 17949058 9509658 8439400 3468332 2632362 835970 102919 102919 11299293 457B AND 457F PLAN LIABILITIES 503083 LEASE LIABILITY 1179638 1682721 X 57038409 814772 51545 -446250 420067 56618342 35226 1505065 1540291 58158633 58253123 51545 51545 58201578 35226 521529 556755 58758333 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 75,279. BAD DEBT EXPENSE NETTED WITH REVENUE -521,529. PART XI, LINE 4B - OTHER ADJUSTMENTS: NONOPERATING INCOME 1,505,065. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE NETTED WITH REVENUE 521,529. X X X X X X 1 J MURPHY AND ASSOCIATES RAINMAKER LLC 1300 NE GODWARD STREET SUITE 2625 MINNEAPOLIS MN 55413 CONSULTING, GRANT RESEARCH, AND GRANT WRITING 0 0 29288 -29288 29288 -29288 MN 1 CLIENT SPECIFIC ASSISTANCE 1199 179921 OTHER ASSISTANCE TO INDIVIDUAL CLIENTS FOR EMERGENCY SHELTER, DAMAGE DEPOSITS, CLOTHING, FOOD, TRANSPORTATION, AND OTHER EMERGENCY NEEDS. BASIC NEEDS AND HOUSEHOLD 267 26660 FMV DONATED BASIC NEEDS/HOUSEHOLD ITEMS (EX: TOILETRIES/HYGIENE ITEMS, WINTER GEAR) 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 CONTRACT GUIDELINES TO ENSURE THE STABILITY OF THE CLIENTS THAT WE SERVE. PART III, COLUMN (B): SIMPLIFYING ASSUMPTION THAT THE AVERAGE ASSISTANCE PROVIDED TOTALS $150/CLIENT. REASONABLE/CONSISTENT WITH HISTORICAL ESTIMATES. SIMPLIFYING ASSUMPTION THAT THE AVERAGE ASSISTANCE PROVIDED TOTALS $100/CLIENT. REASONABLE/CONSISTENT WITH HISTORICAL ESTIMATES. X 1 1 X X X X X X 0 1 0 0 0 0 0 1 0 JILL WIEDEMANN-WEST CHIEF EXECUTIVE OFFICER 301282 0 35100 0 0 0 39166 0 16104 0 391652 0 0 0 BEVERLY LEWIS MEDICAL DIRECTOR 288714 0 100 0 0 0 3903 0 21521 0 314238 0 0 0 MIKE TURPIN CHIEF ADMINISTRATIVE OFFICER & GENER 227696 0 16921 0 0 0 21616 0 0 0 266233 0 0 0 WENDY WADDELL CHIEF OPERATION OFFICER 207649 0 15775 0 0 0 20303 0 14056 0 257783 0 0 0 KELLAN TITTLE CHIEF FINANCIAL OFFICER 193028 0 14825 0 0 0 18995 0 15141 0 241989 0 0 0 KAREN KAPLAN CHIEF HUMAN RESOURCES OFFICER 206205 0 15396 0 0 0 19771 0 480 0 241852 0 0 0 VERONIKA MIX VICE PRESIDENT OF COMMUNITY ENGAGEME 159603 0 7210 0 0 0 12222 0 29901 0 208936 0 0 0 JON O'DONNELL ADV PRACTICE REG NURSE 168205 0 100 0 0 0 0 0 11356 0 179661 0 0 0 DAN CARLSON VICE PRESIDENT OF ENTERPRISE SOLUTIO 168444 0 100 0 0 0 5007 0 421 0 173972 0 0 0 ELIZABETH MCDEVITT ADV PRACTICE REG NURSE 131390 0 100 0 0 0 4288 0 37161 0 172939 0 0 0 PART I, LINE 1A THE ORGANIZATION MAINTAINS A SOCIAL MEMBERSHIP TO THE ST. PAUL UNIVERSITY CLUB. THIS IS ONLY USED BY THE EXECUTIVE LEADERSHIP TEAM AND DEVELOPMENT STAFF TO BRING DONORS, BOARD MEMBERS, ETC. TO LUNCH. MEMBERSHIP DOES NOT INCLUDE ACCESS TO ANY OTHER OFFERED SERVICES (EX: GYM). DUES OF $485.44 PER YEAR (DISCOUNTED NONPROFIT RATE). PART I, LINE 3 THE ORGANIZATION HAS AN INTERNAL COMPENSATION COMMITTEE AND THE BOARD HAS AN HR CAPITAL COMMITTEE WHO APPROVE ALL COMPENSATION. PART I, LINE 4B JILL WIEDEMANN-WEST PARTICIPATES IN A 457(F) PLAN. THERE WERE NO DISTRIBUTIONS IN 2023. PART I, LINE 7 THE EXECUTIVE LEADERSHIP TEAM (ELT) OF THE ORGANIZATION IS ELIGIBLE FOR AN ANNUAL INCENTIVE PAYMENT, WITH AMOUNTS BASED ON INDIVIDUAL AND ORGANIZATION PERFORMANCE. A MINNESOTA AGRICULTURE AND ECONOMIC DEVELOPMENT BOARD 416007162 2010-10-22 3500000 PURCHASE AND REHAB NEW BUILDING AND REFINANCE EXISTING DEBT 0 0 0 A 1932037 3500000 70000 3430000 2011 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 1 0 0 0 0 A 0 X 26660 FMV X 8 285358 STOCK MARKET QUOTES X TICKETS 660 28787 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE FORM 990 IS DISTRIBUTED FIRST TO THE ADMINISTRATIVE COMMITTEE WITH THE AUDIT REPORT. AFTER APPROVAL BY THE ADMINISTRATIVE 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 UPON COMPLETION OF AN EXTERNAL MARKET STUDY, AND THEN REVIEWED ANNUALLY AS PART OF THE PERFORMANCE EVALUATION. CEO COMPENSATION IS EVALUATED EVERY YEAR AND IS TAKEN EXTERNALLY FOR MARKET EVALUATION BY AN OUTSIDE CONSULTANT EVERY TWO YEARS. THIS OUTSIDE EVALUATION HAPPENED MOST RECENTLY IN 2023. 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, GENERAL EDUCATION, AND YEARS OF EXPERIENCE TO DETERMINE WHAT THE 'MARKET' RATE FOR THESE POSITIONS IS. INTERNAL EQUITY ANALYSIS OCCURS WITH RECOMMENDATIONS MADE BY HUMAN RESOURCES AND FORWARDED TO THE CEO 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 PROCESS ALSO INCLUDES THE CFO, COO, CAO/GENERAL COUNSEL, CHRO, AND VP OF COMMUNITY ENGAGEMENT. ALL EXECUTIVE COMPENSATION WAS REVIEWED IN 2023 UTILIZING AN EXTERNAL VENDOR. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 AND 990-T, AS APPLICABLE IS AVAILABLE UPON REQUEST AND ON THE ORGANIZATION'S WEBSITE. THE FORM 1023 OF PEOPLE INC IS NOT AVAILABLE TO THE PUBLIC SINCE THE APPLICATION WAS FILED PRIOR TO JULY 15, 1987. 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 75,279. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS FOR THE AUDIT DURING THE YEAR. PEOPLE COMMUNITY SERVICES 3000 AMES CROSSING ROAD SUITE 600 EAGAN MN 55121 020726544 INACTIVE MN 501(C)(3) LINE 10 PEOPLE INCORPORATED 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0