2024-11-15T10:08:24-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-01-01 410828779 AVIVO AVIV 6127528000 1900 CHICAGO AVENUE SOUTH MINNEAPOLIS MN 55404 KELLY MATTER PRESIDENT/CEO 6127528000 2024-11-14 1 1 DANIEL PERSAUD P01603513 6123764500 2024-11-14 2023 2024-10-15 13:58:12Z KELLY MATTER 1900 CHICAGO AVENUE SOUTH MINNEAPOLIS MN 55404 37341244 0 X AVIVOMN.ORG X 1956 MN INCREASE WELL-BEING THROUGH RECOVERY & CAREER ADVANCEMENT WHILE WORKING TO END HOMELESSNESS. 16 16 506 1310 0 0 23125192 26174319 11950180 9856284 972158 360344 -20033 458724 36027497 36849671 5300649 6950095 0 0 22504988 22699976 0 0 917370 10571650 9404903 38377287 39054974 -2349790 -2205303 24471866 23942839 14440443 16116719 10031423 7826120 X AVIVO INCREASES WELL-BEING THROUGH RECOVERY AND CAREER ADVANCEMENT WHILE WORKING TO END HOMELESSNESS. 0 0 16180367 5095304 6852002 ENDING HOMELESSNESS- AVIVO'S ENDING HOMELESSNES DIVISION UNIQUELY PAIRS HOUSING AND SHELTER SERVICES WITH MEDICAL CARE, TREATMENT, EMPLOYMENT SERVICES AND TRAINING DEPENDING ON THE INDIVIDUAL'S NEEDS TO SUPPORT PEOPLE EXPERIENCING HOMELESSNESS FIND AND KEEP PERMANENT HOUSING, SHELTER AND SUPPORT IN ORDER TO TAKE THEIR NEXT BEST STEPS TO STABILITY AND HEALTHIER WELL-BEING. 9955309 639154 2258610 CAREER EDUCATION & EMPLOYMENT SERVICES-AVIVO'S LICENSED AND ACCREDITED INSTITUTE FOR CAREER AND TECHNICAL TRAINING PROVIDES A BROAD RANGE OF ASSESSMENT AND SHORT-TERM CONTEXTUALIZED, CREDENTIALED, INDUSTRY APPROVED POST-SECONDARY CAREER-BASED TRAINING. STUDENTS EARN CREDENTIALS THAT ARE RECOGNIZED BY INDUSTRY AND CREDITS THAT CAN TRANSFER TO ACCREDITED 2- AND 4-YEAR COLLEGES.AVIVO'S EMPLOYMENT AND FAMILY SERVICES INCLUDE A COMPREHENSIVE ARRAY OF ASSISTANCE DESIGNED TO PREPARE PEOPLE FOR AND CONNECT PEOPLE TO EMPLOYMENT AND CAREERS. WE SPECIALIZE IN SERVING INDIVIDUALS MOVING OFF PUBLIC ASSISTANCE (MFIP), AT-RISK YOUTH AGES 14-24, DISLOCATED WORKERS, INDIVIDUALS WITH DISABILITIES, IMMIGRANTS AND REFUGEES, AND OTHER UNEMPLOYED OR UNDER-EMPLOYED MINNESOTANS. 8191993 1215637 745672 INTEGRATED CHEMICAL & MENTAL HEALTH SERVICES- AVIVO'S CHEMICAL AND MENTAL HEALTH TEAM PROVIDES INTEGRATED OUTPATIENT AND RESIDENTIAL SUBSTANCE USE AND MENTAL HEALTH TREATMENT. MANY OF THE INDIVIDUALS WE SERVE ARE EXPERIENCING HOMELESSNESS AND/OR ARE LIVING IN POVERTY. WE SPECIALIZE IN CLINICAL TREATMENT, RECOVERY MAINTENANCE, AND SUPPORTIVE SERVICES FOR MEN AND WOMEN, AS WELL AS FAMILY SERVICES FOR THE CHILDREN OF PARTICIPANTS. 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RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 63333 63333 0 PART II-B, LINE 1: A RETAINER WAS PAID A THIRD PARTY TO LOBBY ON THE BEHALF OF AVIVO WITH RESPECT TO LEGISLATION THAT IMPACTS FUNDING FOR PROGRAMS THAT IMPACT THOSE SERVED BY THE ORGANIZATION. 0 0 976400 976400 16638702 6579822 10058880 436024 447444 -11420 2459698 1541174 918524 170193 170193 12112577 UNEMPLOYMENT TRUST 102202 ROU ASSET 4101024 4203226 REFUNDABLE ADVANCES 12666 OPERATING LEASE LIABILITY 4191406 4204072 X PART X, LINE 2: THE ORGANIZATION IS CLASSIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL INCOME TAXES. AS SUCH, IT IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON NET UNRELATED BUSINESS INCOME. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS AND FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE (IRS). ACHIEVING DREAMS 181361 21500 159861 218 3546 5666 10943 NIGHT OF CHAMPIONS 162300 123000 39300 461 2167 32598 2068 26763 1 58355 31500 26855 658 6701 400 13343 402016 176000 226016 679 6371 44965 2468 51049 105532 120484 1 CLOTHING ASSISTANCE 135 0 4395 FMV STORED VALUE CARDS HOUSING ASSISTANCE 1315 0 4353697 FMV HOUSING RELATED PAYMENTS TO LANDLORDS/UTILITIES FOOD ASSISTANCE 1900 0 298226 FMV STORED VALUE CARDS AND MEALS LEGAL ASSISTANCE 180 0 5108 FMV ASSISTANCE WITH DOCUMENT REQUIREMENTS EDUCATION ASSISTANCE 2400 0 639154 FMV TRAINING AND TUITION ASSISTANCE TRANSPORTATION ASSISTANCE 1685 0 433878 FMV STORED VALUE CARDS FOR PUBLIC TRANSIT AND FUEL PERSONAL NEEDS 2400 0 1215637 FMV MISCELLANEOUS PERSONAL NEEDS ASSISTANCE PART I, LINE 2: ELIGIBILITY, SELECTION AND SUBSTANTIATION REQUIREMENTS ARE SPECIFIED BY THE GRANTING ENTITIES. ALL SUCH REQUIREMENTS ARE DOCUMENTED ACCORDING TO THE GRANTOR'S SPECIFICATIONS. ALL REQUESTS FOR GRANT AND ASSISTANCE PAYMENTS ARE DOCUMENTED AND APPROVED PRIOR TO PAYMENT. PAYMENTS ARE GENERALLY MADE TO APPROPRIATE SERVICE OR PRODUCT VENDORS RATHER THAN DIRECTLY TO THE PROGRAM PARTICIPANT. X X X X X 0 0 0 0 0 0 0 0 0 KELLY MATTER PRESIDENT/CEO 268040 0 0 0 0 0 9381 0 8047 0 285468 0 0 0 METTE MCLOUGHLIN VP HUMAN RESOURCES 134905 0 0 0 0 0 8750 0 52176 0 195831 0 0 0 EMILY BASTIAN VP ENDING HOMELESSNESS 147809 0 0 0 0 0 3850 0 25534 0 177193 0 0 0 BRUCE WENGER VP EXTERNAL RELATIONS 137822 0 0 0 0 0 5700 0 31840 0 175362 0 0 0 NICHOLAS FRY VP INFORMATION TECHNOLOGY & COMPLIAN 128343 0 0 0 0 0 0 0 26930 0 155273 0 0 0 A CITY OF LANDFALL VILLAGE 2017-05-31 3913000 TO REFINANCE EXISTING BONDS AND MORTGAGE NOTES, AND PROPERTY IMPROVEMENTS 0 0 0 B MINNEAPOLIS COMMUNITY DEVELOPMENT AGENCY 416009115 2018-09-13 1750000 CAPITAL PROJECTS 0 0 0 A 1221573 3913000 2267367 73330 1572303 2017 0 0 1 1 B 326664 1750000 1750000 2018 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 1 B 1 X 488867 FMV X 30 10134 FMV 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REFLECTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE BOARD AS ELECTED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS ONLY THE POWERS AS DELEGATED AND SET FORTH BY THE BOARD OF DIRECTORS. ANY ACTION TAKEN SHALL BE REPORTED IN MINUTES AND TO THE BOARD AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE 990 DATA IS COMPILED BY THE ACCOUNTING TEAM AND CFO/CONTROLLER. EACH SECTION OF THE 990 IS REVIEWED BY THE CFO AND THEN BY THE CEO. UPON FINAL DRAFT, THE 990 IS REVIEWED AND APPROVED BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL AVIVO BOARD MEMBERS AND ALL EMPLOYEES ARE COVERED BY THE CONFLICT OF INTEREST POLICY. ANNUALLY BOTH BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY, IN ORDER TO DECLARE ANY, THUS FAR, UNDECLARED CONFLICTS OF INTERESTS OR POTENTIAL CONFLICTS OF INTEREST. THE BOARD CHAIRPERSON AND THE PRESIDENT/CEO REVIEW BOARD MEMBER CONFLICT OF INTEREST DISCLOSURES. THE CONFLICT OF INTEREST DISCLOSURE FORM INCLUDES INSTRUCTIONS TO THE BOARD MEMBER REGARDING THE MANNER IN WHICH THE BOARD MEMBER MUST HANDLE SITUATIONS THAT COULD OR DO PRESENT A CONFLICT OF INTEREST, SHOULD THESE SITUATIONS ARISE. THE BOARD CHAIRPERSON AND THE PRESIDENT/CEO ARE RESPONSIBLE FOR ONGOING MONITORING OF BOARD MEMBER ACTIONS THAT ARE POTENTIAL OR ACTUAL CONFLICTS. THE EMPLOYEE'S SUPERVISOR AND THE PRESIDENT/CEO REVIEW EMPLOYEE CONFLICT OF INTEREST DISCLOSURES. THE CONFLICT OF INTEREST DISCLOSURE FORM INCLUDES INSTRUCTIONS TO THE EMPLOYEE REGARDING THE MANNER IN WHICH THE EMPLOYEE MUST HANDLE SITUATIONS THAT COULD OR DO PRESENT A CONFLICT OF INTEREST, SHOULD THESE SITUATIONS ARISE. EMPLOYEE'S SUPERVISORS ARE RESPONSIBLE FOR ONGOING MONITORING OF EMPLOYEE ACTIONS THAT ARE POTENTIAL OR ACTUAL CONFLICTS. EXAMPLES OF RESTRICTIONS INCLUDE: 1. REQUIRING A BOARD MEMBER EMPLOYED BY ANOTHER ORGANIZATION THAT COULD COMPETE FOR SIMILAR CONTRACTS NOT TO OBTAIN UNAUTHORIZED INFORMATION, OR IF SHE/HE IS IN POSSESSION OF INFORMATION IN THE COURSE OF PERFORMING HER/HIS BOARD DUTIES THAT IMPROVES THE COMPETITIVENESS OF HER/HIS EMPLOYER SHE/HE MAY NOT USE THIS INFORMATION TO HER/HIS ADVANTAGE. 2. REQUIRING AN EMPLOYEE WHO VOLUNTEERS AT ANOTHER NONPROFIT ORGANIZATION SIMILAR TO AVIVO NOT TO USE AVIVO CURRICULA OR APPROACHES AS A VOLUNTEER INSTRUCTOR. IF A POTENTIAL CONFLICT ARISES DURING THE YEAR, THE DIVISION VICE PRESIDENT AND THE PRESIDENT/CEO, OR THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND WHETHER THE PROPOSED TRANSACTION MAY BE APPROVED. THE CONFLICT OF INTEREST TRANSACTION MAY NOT BE APPROVED UNLESS SUCH PERSON(S) OR BODY DETERMINES, IN THE EXERCISE OF GOOD FAITH JUDGMENT, THAT THE PROPOSED TRANSACTION IS FAIR AND REASONABLE AND , IF UNDERTAKEN, DOES NOT UNDERMINE OR CONFLICT WITH THE ORGANIZATION'S MISSION. IN EVERY CASE, THE INDIVIDUAL INVOLVED IN THE CONFLICT OF INTEREST WILL BE EXCLUDED FROM THE DISCUSSION AND APPROVAL OF THE PROPOSED TRANSACTION. DISCLOSURES AND PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE BOARD EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION OF THE PRESIDENT/CEO. THE VICE PRESIDENT OF HUMAN RESOURCES PROVIDES THE BOARD EXECUTIVE COMMITTEE WITH NONPROFIT EXECUTIVE DIRECTOR COMPENSATION STUDIES. THESE STUDIES INCLUDE THE ANNUAL MINNEAPOLIS STAR TRIBUNE COMPENSATION REPORT FOR SOCIAL SERVICE EXECUTIVES AND THE MINNESOTA COUNCIL OF NONPROFIT SALARY SURVEY, WITH COMPENSATION INFORMATION PRESENTED ACCORDING TO THE BUDGET LEVEL OF THE ORGANIZATION. THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION FOR THE PRESIDENT/CEO AND DOCUMENTS DELIBERATIONS IN MEETING MINUTES. THE COMPENSATION OF OTHER OFFICERS IS REVIEWED IN THREE WAYS. SALARY LEVELS ARE ESTABLISHED BASED ON A REVIEW OF THE MINNESOTA COUNCIL OF NONPROFITS ANNUAL MINNESOTA NONPROFIT SALARY AND BENEFITS SURVEY. ALSO, ALL SALARY LEVELS ARE REVIEWED ANNUALLY BY THE VICE PRESIDENT OF HUMAN RESOURCES, ALONG WITH THE AGENCY'S POSITION CLASSIFICATION SYSTEM. PROPOSED ADJUSTMENTS TO THE SALARY SCHEDULE ARE PRESENTED ANNUALLY TO THE BOARD EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. INDIVIDUAL COMPENSATION REVIEWS ARE THE RESPONSIBILITY OF THE KEY EMPLOYEE'S SUPERVISOR, UTILIZING THE CLASSIFICATION SYSTEM SALARY SCHEDULE AND ADJUSTING SALARIES FOR MERIT INCREASES BASED ON PERFORMANCE AS THE ANNUAL PERFORMANCE APPRAISALS ARE CONDUCTED. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. THE ORGANIZATION DOES MAKE ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. AVIVO HOUSING LLC 1900 CHICAGO AVENUE MINNEAPOLIS MN 55404 854014510 PROVIDE HOUSING FOR INDIVIDUALS EXPERIENCING OR AT RISK OF HOMELESSNESS. 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