2025-12-23T15:17:42-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2024-01-01 842633989 NUWAY ALLIANCE NUWA 6127670309 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 TOM MEIER ACTING EXECUTIVE DIRECTOR 6127670309 2025-12-22 1 1 KAREN A GRIES P00078514 6128764500 2025-12-22 2024 2025-03-06 01:10:19Z DAVID VENNES 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 29271407 0 X WWW.NUWAY.ORG X 2019 MN TO PROVIDE LEADERSHIP, INNOVATION AND RECOVERY ACCESS. 8 8 114 8 0 0 2076689 10723899 17283379 17679447 537239 642311 25208 225750 19922515 29271407 6101392 58175 0 0 13508537 12026416 0 0 0 6039290 5071591 25649219 17156182 -5726704 12115225 12794549 25303991 5465892 5860109 7328657 19443882 TO PROVIDE LEADERSHIP, INNOVATION AND RECOVERY ACCESS. 0 0 14041647 58175 17679447 IN 2024, NUWAY ALLIANCE SERVED A SAFETY NET POPULATION ACROSS MINNESOTA INCLUDING 7,941 PERSONS EXPERIENCING HIGH NEED AND LOW ACCESS TO RESOURCES BY DELIVERING EVIDENCE-BASED BEHAVIORAL HEALTHCARE, RECOVERY HOUSING, TRAINING, AND RELATED SERVICES. THE ORGANIZATION PROVIDED PERSON-CENTERED TREATMENT FOR SUBSTANCE USE AND MENTAL HEALTH DISORDERS, RECOVERY HOUSING, AND TRAINING FOR BEHAVIORAL HEALTHCARE PROFESSIONALS.IT SOUGHT TO ADDRESS CHALLENGES OF ADDICTION, HOUSING INSECURITY, DECREASED MENTAL HEALTH, INCARCERATION, AND PREMATURE DEATH BY HELPING PEOPLE IMPROVE THEIR SOCIAL DETERMINANTS OF HEALTH. 14041647 1 1 0 0 0 0 0 0 0 0 1 1 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 0 1 0 0 0 1 51 0 1 114 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X TOM MEIER 6127670300 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 LINDA HEDEMARK CHAIR 2.00 0.00 X X 0 0 0 GEORGE ANTRIM III SECRETARY 2.00 0.00 X X 0 0 0 KATHRYN FREYTAG TREASURER 2.00 0.00 X X 0 0 0 ALAN BRAUN DIRECTOR 1.00 0.00 X 0 0 0 ASHTON MCGEE DIRECTOR 1.00 0.00 X 0 0 0 KIRK GRYDER DIRECTOR 1.00 0.00 X 0 0 0 LEE JACOBSON DIRECTOR 1.00 0.00 X 0 0 0 RICK SHAMBERG DIRECTOR 1.00 0.00 X 0 0 0 DAVID VENNES CHIEF EXECUTIVE OFFICER 36.00 4.00 X 480013 0 398650 TOM MEIER CHIEF ADMINISTRATIVE & FINANCE OFFICER 50.00 4.00 X 380319 0 270291 KENNETH ROBERTS CHIEF CLINICAL OFFICER 50.00 4.00 X 315582 0 136807 MONIQUE BOURGEOIS CHIEF COMMUNITY RELATIONS 50.00 4.00 X 239579 0 107003 JOHN MILLER CHIEF STRATEGY OFFICER 50.00 4.00 X 251458 0 179490 ANGELA HANSEN VP, QUALITY, TRAINING 50.00 4.00 X 186814 0 20238 DAVID WIECHMANN MEDICAL DIRECTOR 50.00 0.00 X 252012 0 33889 RYAN CLUKEY VP, HUMAN RESOURCES 50.00 0.00 X 222006 0 29204 MARIAN SPIESS VP, RESIDENTIAL SERVICES 50.00 0.00 X 209145 0 25280 RYAN HAMILTON VP, GOVERNMENT AFFAIRS 50.00 0.00 X 246145 0 16019 DAN ASLESON DIRECTOR, TECHNOLOGY 50.00 0.00 X 171322 0 28857 2954395 0 1245728 17 0 1 0 ELAN FINANCIAL SERVICES PO BOX 790408 ST LOUIS MO 63179 FINANCIAL SERVICES 713037 FREDRIKSON AND BYRON PA 200 S 6TH ST STE 4 MINNEAPOLIS MN 55402 LEGAL SERVICES 371703 TELENATIONS INC DBA GIFTOGRAM 77 E HALSEY RD PARSIPPANY NJ 07054 EMPLOYEE RECOGNITION 252500 LADDIE CONSTRUCTION CONSULTING INC 1538 MAPLE HILL RD HOULTON WI 54082 CONSTRUCTION AND FACILITIES MANAGEMENT 210805 REGENTS OF THE UNIVERSITY OF MINNESOTA PO BOX 1450 MINNEAPOLIS MN 55485 RESEARCH SERVICES 161210 12 10723899 10723899 MANAGEMENT FEES 561000 15913249 15913249 PATIENT REVENUE 623990 1766198 1766198 17679447 642311 642311 MISCELLANEOUS INCOME 900099 225750 225750 225750 29271407 17679447 0 868061 58175 58175 2966244 2432320 533924 7417129 6135776 1281353 157292 119049 38243 766957 580081 186876 718794 596350 122444 448819 448819 114201 114201 920089 667687 252402 592059 567485 24574 310183 280954 29229 830910 830910 329477 314495 14982 104902 98621 6281 132376 114768 17608 38468 32591 5877 186835 175414 11421 472462 472462 PROGRAM EXPENSE 431313 431313 MISCELLANEOUS EXPENSES 75282 54583 20699 LICENSES AND FEES 55844 50242 5602 PROVIDER TAX 28371 28371 17156182 14041647 3114535 0 910709 2391941 6869151 16511000 312169 162161 215275 234845 1562813 208100 1219337 1354713 3261276 4649331 6632 0 12794549 25303991 2204616 1210778 3261276 4649331 5465892 5860109 X 7328657 19443882 7328657 19443882 12794549 25303991 12115225 0 X 0 0 0 X X X 1 NUWAY HOUSE INC 416052957 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 254451 254451 930263 189547 740716 242916 18553 224363 135183 135183 1354713 INVESTMENTS 4649331 F 4649331 DEFERRED COMPENSATION 4649331 4649331 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 MENTAL HEALTH CLINIC 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 923327583 501(C)(3) 58175 0 PROGRAM SUPPORT 1 0 PART I, LINE 2: USE OF GRANT FUNDS ARE MONITORED CLOSELY BY MANAGEMENT AS AMOUNTS ARE GRANTED TO RELATED ORGANIZATIONS. X X X X 0 1 0 0 0 0 0 1 0 DAVID VENNES CHIEF EXECUTIVE OFFICER 338090 0 100000 0 41923 0 393720 0 4930 0 878663 0 0 0 TOM MEIER CHIEF ADMINISTRATIVE & FINANCE OFFIC 269660 0 72500 0 38159 0 255800 0 14491 0 650610 0 0 0 KENNETH ROBERTS CHIEF CLINICAL OFFICER 242245 0 50000 0 23337 0 129958 0 6849 0 452389 0 0 0 JOHN MILLER CHIEF STRATEGY OFFICER 188020 0 47500 0 15938 0 164999 0 14491 0 430948 0 0 0 MONIQUE BOURGEOIS CHIEF COMMUNITY RELATIONS 195135 0 40000 0 4444 0 103073 0 3930 0 346582 0 0 0 DAVID WIECHMANN MEDICAL DIRECTOR 195050 0 55962 0 1000 0 29469 0 4420 0 285901 0 0 0 RYAN HAMILTON VP, GOVERNMENT AFFAIRS 245145 0 0 0 1000 0 12119 0 3900 0 262164 0 0 0 RYAN CLUKEY VP, HUMAN RESOURCES 171275 0 35385 0 15346 0 26554 0 2650 0 251210 0 0 0 MARIAN SPIESS VP, RESIDENTIAL SERVICES 164107 0 44038 0 1000 0 24500 0 780 0 234425 0 0 0 ANGELA HANSEN VP, QUALITY, TRAINING 146679 0 39135 0 1000 0 12247 0 7991 0 207052 0 0 0 DAN ASLESON DIRECTOR, TECHNOLOGY 127956 0 35635 0 7731 0 17338 0 11519 0 200179 0 0 0 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 EXECUTIVE COMMITTEE - THE BOARD OF DIRECTORS MAY, BY ACTION OF A MAJORITY OF THE ENTIRE BOARD, DESIGNATE TWO OR MORE OF ITS MEMBERS AS AN EXECUTIVE COMMITTEE WHICH, TO THE EXTENT DETERMINED BY THE RESOLUTION OF THE BOARD, SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL MAINTAIN MINUTES OF EACH MEETING. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED DURING CALENDAR 2024 TO CHANGE THE QUORUM REQUIRING ONE HALF OF THE VOTING MEMBERS TO ONE THIRD OF THE VOTING MEMBERS. 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 B, LINE 15A THE BOARD MEETS INDEPENDENTLY OF THE CEO/COO TO DISCUSS JOB PERFORMANCE. ONCE A CONSENSUS IS REACHED REGARDING JOB PERFORMANCE, THE BOARD DISCUSSES COMPENSATION RELATIVE TO NATIONAL COMPENSATION SURVEYS CONDUCTED BY INDEPENDENT THIRD-PARTY FIRMS THAT ARE USED BY NATIONALLY KNOWN NON-PROFIT AND FOR-PROFIT ORGANIZATIONS. THE BOARD DISCUSSES ITS FINDINGS IN A CLOSED SESSION WITHOUT THE CEO/COO PRESENT FOR REVIEW AND APPROVAL. APPROVAL OF THE PERFORMANCE EVALUATION AND SALARY ARE REFLECTED IN THE MINUTES OF THE BOARD OF DIRECTORS MEETING. THE BOARD MEETS WITH THE CEO/COO TO DISCUSS AND DOCUMENT STRENGTHS, WEAKNESSES, GOALS, AND COMPENSATION FOR THE UPCOMING YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE GABLES LLC 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 810511618 SUPPORT HOUSING NEEDS FOR THE HOMELESS ADDICTS AND ALCOHOLICS MN 1766517 1773617 NUWAY ALLIANCE INC NUWAY HOUSE INC 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 416052957 SUPPORT HOUSING NEEDS FOR THE HOMELESS ADDICTS AND ALCOHOLICS MN 501(C)(3) LINE 10 N/A 0 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 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 923327583 PROVIDE COUNSELING SERVICES MN 501(C)(3) LINE 10 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0