2025-10-07T07:22:13-05:00 2024-12-31 411397419 Abdo LLP 5201 Eden Ave Ste 250 Edina MN 55436 990 2024-01-01 411774247 Metropolitan Area Agency on Aging Inc METR 6516418612 3001 Broadway Street NE Suite 170 Minneapolis MN 55413 Dawn Simonson President and CEO 6516418612 2025-10-01 1 1 Steven D Anseth CPA P00552219 9528359090 2025-09-30 2024 2025-03-06 01:10:19Z Trellis Dawn Simonson 3001 Broadway Street NE Suite 170 Minneapolis MN 55413 24640057 0 X www.trellisconnects.org X 1994 MN Assist older adults to age in their community with dignity and independence. 18 18 124 68 0 0 23521527 24476188 166815 57515 13350 49298 0 0 23701692 24583001 12898737 13087271 0 0 8384299 7879066 0 0 0 2741635 2780747 24024671 23747084 -322979 835917 7745784 7340538 5287250 4046087 2458534 3294451 X Trellis (the Organization) assists individuals to age successfully and develops the capacity of communities to care for an aging population. 0 0 12990466 12990466 Funding to Community PartnersTrellis manages Older Americans Act funding and other federal and state funding that is awarded to community-based organizations that support older adults to live healthy and connected lives in their communities. The funding provides services such as home-delivered meals and group dining, caregiver support and respite care services, assisted transportation, health promotion, and chore and homemaker services. In 2024, 952,837 meals were provided in group settings and delivered to individuals in their homes; 20,942 units of counseling, support group, and respite services were provided to caregivers of older adults and grandparents raising grandchildren; 22,693 hours of chores and homemaker services, including 40 home modification projects were completed; 27,087 rides were given to individuals who have difficulties (physical or cognitive) using other forms of transportation. Awarded community-based organizations also provided opportunities for older adults and caregivers to engage in their community by attending plays, learning about legal services, and senior health fairs. 1,070 older adults took steps to stay healthy, manage chronic conditions and prevent falls by taking an evidence-based health promotion class. 6190695 Information and AssistanceIn partnership with the Minnesota Board on Aging, Trellis provides Senior LinkAge Line services in the Twin Cities metro area. During 2024, we had 39,143 points of contact with older adults and caregivers providing information and resources on Medicare, housing, transportation, financial services and other community supports. 1691477 61805 54015 JuniperThe Juniper network delivers evidence-based health and wellness classes to help Minnesotans improve their health and reduce disease and injury. The Juniper network is comprised of community organizations, healthcare organizations and class leaders. In 2024, Juniper completed 278 classes with 4,134 participants. 219488 0 3500 Pension and Retirement RightsTrellis Pension and Retirement Rights has attorneys working to protect and promote the retirement security of workers, retirees and their families. In 2024, 293 clients were assisted with pension and retirement legal matters. 280023 35000 Dementia Friendly Community InitiativesTrellis leads three dementia friendly community initiatives: ACT on Alzheimer's, Dementia Friends Minnesota and The Remember Project. Each of these initiatives strives to make communities good places for people with cognitive impairment to live and thrive.In 2024, 1,713 individuals attended 17 events hosted by The Remember Project. 2,475 people became Dementia Friends by attending information sessions that help them understand how to be supportive of people with dementia and their caregivers. The ACT on Alzheimer's program launched the implementation of Dementia Friendly for Healthcare Providers, a free 60- or 90-minute training for staff working in dental care settings. The training is conducted by volunteers who are trained by ACT on Alzheimer's to lead the sessions. The training helps workers understand dementia and learn how to create an environment that is safe, respectful and welcoming for people living with dementia. 499511 35000 3500 21372149 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 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 0 0 0 0 1 31 0 1 124 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X X Dawn Simonson 6516418612 3001 Broadway Street NE Suite 170 Minneapolis MN 55413 Dawn Simonson President and CEO 40.00 X 161300 0 24628 Mark Cullen VP of Strategy and Develop 40.00 X 107502 0 12297 Andrew Brown VP of Communications and Engagement 40.00 X 118233 0 26907 Vanne Owens Hayes Chair 7.00 X X 0 0 0 Mike Rothman Vice Chair 3.00 X X 0 0 0 David Van Sant Treasurer 4.50 X X 0 0 0 Barb Blumer Secretary 4.00 X X 0 0 0 Kris Orluck Immediate Past Chair 3.00 X X 0 0 0 Becky Stibbe Board Member 2.00 X 0 0 0 Jeff Bangsberg Board Member 2.00 X 0 0 0 Josh Berg Board Member 2.00 X 0 0 0 Lisbeth Cachima Board Member 2.00 X 0 0 0 Barbara Champlin Board Member 2.00 X 0 0 0 Alison Colton Board Member 2.00 X 0 0 0 Kathleen Dempsey Board Member 2.00 X 0 0 0 Matthew Koncar Board Member 2.00 X 0 0 0 Adeel Lari Board Member 2.00 X 0 0 0 Ram Rajagopalan Board Member 2.00 X 0 0 0 Sarah Urtel Board Member 2.00 X 0 0 0 Carla Zbacnik Board Member 2.00 X 0 0 0 Ellie Zuehlke Board Member 2.00 X 0 0 0 387035 0 63832 3 0 1 0 RSM US LLP 331 W 3rd Street Suite 200 Davenport IA 52801 Application development support 173193 1 23161601 1314587 24476188 Registrations and other program s 900099 57515 57515 57515 49298 49298 57056 57056 0 24583001 57515 0 49298 13087271 13087271 450867 386160 64707 5866669 4999458 867211 249418 210100 39318 810288 725167 85121 501824 427302 74522 37753 36822 931 44928 44928 1005532 840393 165139 57316 49906 7410 401555 128967 272588 619505 619505 67768 58427 9341 28521 19568 8953 1707 1707 121186 121186 94419 9856 84563 Other costs 233560 233560 Supplies 66997 38006 28991 23747084 21372149 2374935 0 615077 1993215 2895602 4649367 3648362 201687 128115 496365 496365 92792 0 808723 53382 7745784 7340538 4520536 4032670 20967 13417 745747 0 5287250 4046087 X 2114135 3044890 344399 249561 2458534 3294451 7745784 7340538 835917 0 X X 0 1 X 1 1 1 X 25052276 23949231 23749892 23521527 24476188 120749114 25052276 23949231 23749892 23521527 24476188 120749114 502526 120246588 19576 27324 38210 63107 106354 254571 121003685 655277 0.99370 0.99290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 256423 256423 0 239942 239942 0 0 1 Health Partners Institute 8170 33rd Avenue South PO Box 1309 Minneapolis MN 55440 411670163 501(c)3 61805 0 Juniper Friends & Co 2550 University Ave W Suite 260-S St Paul MN 55114 410986200 501(c)3 7000 0 Dementia Friendly Initiatives First Universalist Church of Minneapolis 3400 Dupont Ave S Minneapolis MN 55408 410696900 501(c)3 7000 0 Dementia Friendly Initiatives AMHERST WILDER FOUNDATION 451 Lexington Avenue St Paul MN 55104 410693889 501(c)3 52575 0 Health Promotion and Caregiver Services (Titles IIID & IIIE OAA) Anoka County Community Action Program 1201 89th Avenue NE 345 Blaine MN 55434 416048575 501(c)3 99558 0 Supportive Services (Title IIIB - OAA) ANOKA CO SR CAREGIVER NETWORK 2100 3rd Avenue North 500 Anoka MN 55303 416005752 91456 0 Caregiver Services (Title IIIE OAA) Affinity Residential Care LLC 8053 E Bloomington Fwy Suite 500 Bloomington MN 55420 842744276 501(c)3 21640 0 Supportive Services (Title IIIB - OAA) CAPI USA 5930 Brooklyn Blvd Brooklyn Center MN 55429 411417198 501(c)3 56778 0 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) CENTRO INC 1915 Chicago Avenue Minneapolis MN 55404 411290349 501(c)3 159717 0 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) COMMONBOND COMMUNITIES 1080 Montreal Ave St Paul MN 55116 411260469 501(c)3 26824 0 Health Promotion Services (Title IIID OAA) DARTS 1645 Marthaler Lane St Paul MN 55118 411326631 501(c)3 237401 0 Supportive, Health Promotion & Caregiver Services (Titles IIIB, III-D & IIIE OAA) Division of Indian Work 1001 East Lake Street Minneapolis MN 55407 815265328 501(c)3 130565 0 Supportive and Caregiver Services (Titles IIIB & IIIE - OAA) EASTSIDE NEIGHBORHOOD SERVICES INC 1700 2nd Street Northeast Minneapolis MN 55413 410873798 501(c)3 265433 0 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) Faith Community Nurse Network 475 Cleveland Ave N Ste 205 St Paul MN 55104 202562054 501(c)3 68190 0 Health Promotion Services (Title IIID OAA) FAMILY MEANS 1875 Northwestern Avenue North Stillwater MN 55082 416045574 501(c)3 248575 0 Caregiver Services (Title IIIE OAA) JEWISH FAMILY & CHILDREN'S SVCS OF MPLS 5905 Golden Valley Rd Golden Valley MN 55422 410693860 501(c)3 123338 0 Supportive Services (Title IIIB - OAA) HELP AT YOUR DOOR 8441 Wayzata Blvd Golden Valley MN 55426 411433859 501(c)3 305783 0 Supportive Services (Title IIIB - OAA) KOREAN SERVICE CENTER 630 Cedar Avenue Minneapolis MN 55454 411678348 501(c)3 170175 0 Supportive, Caregiver & Health Promotion Services (Titles IIIB, IIIE & IIID OAA) LAO ADVANCEMENT ORG OF AMERICA 2648 W Broadway Avenue Minneapolis MN 55411 411651825 501(c)3 162570 0 Supportive Services (Title IIIB - OAA) Karen Organization of Minnesota 2353 Rice Street Suite 240 Roseville MN 55113 300438142 501(c)3 55876 0 Supportive & Caregiver Services (Title IIIB & IIIE OAA) Longfellow Seward Healthy Seniors 3131 Minnehaha Ave Suite A Minneapolis MN 55406 411886110 501(c)3 54621 0 Supportive Services (Title IIIB - OAA) LUTHERAN SOCIAL SERVICE OF MN 2485 Como Avenue St Paul MN 55108 410872993 501(c)3 84725 0 Caregiver Services (Title IIIE OAA) LYNGBLOMSTEN SERVICES 1415 Almond Avenue St Paul MN 55108 411310487 501(c)3 99911 0 Caregiver Services (Title IIIE OAA) MID MN LEGAL AID 111 N 5th St 100 Minneapolis MN 55403 410797355 501(c)3 169073 0 Supportive Services (Title IIIB - OAA) METRO MEALS ON WHEELS 1200 Washington Ave S Minneapolis MN 55415 311501057 501(c)3 2004169 0 Nutrition Services ( IIIC OAA, NSIP & State sources) Minneapolis American Indian Center 1530 E Franklin Avenue Minneapolis MN 55404 410966005 501(c)3 46542 0 Supportive & Caregiver Services (Title IIIB & IIIE OAA) NewTrax 3700 Hwy 61 N 100 White Bear Lake MN 55110 274476087 501(c)3 59959 0 Supportive Services (Title IIIB - OAA) Oromo Community Inc Minneapolis and St Paul 465 Mackubin Street St Paul MN 55103 411727260 501(c)3 38826 0 Supportive Services (Title IIIB - OAA) NORMANDALE CTR FOR HEALING & WHOLENESS 6100 Normandale Avenue Edina MN 55436 411959179 501(c)3 139547 0 Health Promotion & Caregiver Services (Titles IIID & IIIE OAA) Open Arms of Minnesota 2500 Bloomington Ave S Minneapolis MN 55404 411681317 501(c)3 2876000 0 Nutrition Services (Title IIIC OAA, NSIP & State sources) Pillsbury United Communities 3650 Fremont Ave N Minneapolis MN 55412 410916478 501(c)3 39986 0 Health Promotion Services (Title IIID OAA) PRESBYTERIAN HOMES & SERVICES 2845 Hamline Avenue North Roseville MN 55113 417587560 501(c)3 2626004 0 Nutrition Services ( IIIC OAA, NSIP & State sources) SCOTT-CARVER-DAKOTA CAP AGENCY 738 1st Avenue East Shakopee MN 55379 410903890 501(c)3 918816 0 Supportive & Nutrition Services (Titles IIIB & IIIC OAA, NSIP & State sources) SENIOR COMMUNITY SERVICES 10201 Wayzata Boulevard Ste 335 Minnetonka MN 55305 410720473 501(c)3 464268 0 Supportive & Caregiver Services (Titles IIIB & IIIE OAA) SEWA 3702 E Lake Street Ste 300 Minneapolis MN 55406 050608392 501(c)3 93746 0 Supportive & Health Promotion Services (Titles IIIB & IIID - OAA) St Anthony Park Area Seniors 2200 Hillsdale Ave St Paul MN 55108 411626981 501(c)3 5782 0 Health Promotion Services (Title IIID OAA) SOUTHERN MN REGIONAL LEGAL SVCS 55 East 5th Street St Paul MN 55101 411316151 501(c)3 166596 0 Supportive Services (Title IIIB - OAA) Touchstone Mental Health Services 2312 Snelling Ave Minneapolis MN 55404 411920740 501(c)3 168012 0 Supportive and Health Promotion Services (Titles IIIB & IIID - OAA) TRUST Inc 9 West Rustic Lodge Minneapolis MN 55419 410965940 501(c)3 55042 0 Supportive Services (Title IIIB - OAA) UNITED CAMBODIAN ASSOC OF MN 1385 Mendota Heights Rd Ste 500 Mendota Heights MN 55120 411631017 501(c)3 100000 0 Supportive Services (Title IIIB - OAA) Volunteers of AmericaMN 7625 Metro Boulevard Edina MN 55439 411554078 501(c)3 519509 0 Supportive, Nutrition & Caregiver Services (Titles IIIB, IIIC & IIIE OAA, NSIP & State sources) 42 0 Part I, Line 2: The Organization monitors and assesses its grantees in a comprehensive and objective manner that fulfills its fiduciary responsibilities. Methods used include, but are not limited to: site visits and assessments; site visit assessment guide/tool completed by provider and reviewed by Trellis staff; document verification; agency financial reviews; monitoring of program and financial reports; final outcome reports; monthly, quarterly and year-end program and financial reports; program summary reports (submitted 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. X X 0 0 0 0 0 0 0 0 0 Dawn Simonson President and CEO 161300 0 0 0 0 0 0 0 24628 0 185928 0 0 0 Part I, Line 3 A market compensation study is completed and used to create a salary range and grade recommendation to be approved by the Board's Executive Committee. The employee receives an annual performance review and salary is determined based on merit within the established range. Form 990, Part VI, Section B, line 11b The VP of Finance prepared notes and comparisons of the Form 990 to the related audited financial statements. Board members review the audited financial statements and ask questions prior to casting their votes to accept the audited financials statements and Form 990. Form 990, Part VI, Section B, line 12c Board members of Trellis sign an annual statement declaring any conflicts of interest. The Executive Committee resolves any real or apparent conflict(s) and, in the absence of resolution, refer the matter to the full Board of Directors. During meetings, 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.Board members do not vote in any deliberation relating to policies, issues, or selection of vendors, and/or funding proposals in which a conflict of interest has been determined by the Board. Any proceedings related to conflicts of interest are documented in the meeting minutes, as appropriate. Form 990, Part VI, Section B, line 15 A market compensation study is completed and used to create a salary range and grade recommendation to be approved by the Board's Executive Committee. Eligible employees receive an annual performance review and salary is determined based on merit within the established range. The most recent market survey was conducted in 2022. 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. Innovations for Aging LLC 1265 Grey Fox RoadSuite 2 Arden Hills MN 55112 810738625 Delivers social services to improve health outcomes for older adults. MN 2353070 2695751 Metropolitan Area Agency on Aging Inc