2026-06-08T08:22:37-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2025-01-01 873063996 ALTAIR ACO ALTA 6512872590 2485 COMO AVE ST PAUL MN 55108 GEORGE KLAUSER CEO 6512872590 2026-06-04 1 HEIDI TATRO P01591796 6123764500 2026-06-04 2025 2025-03-06 01:10:19Z GEORGE KLAUSER 2485 COMO AVE ST PAUL MN 55108 740576 0 X N/A X 2021 MN ALTAIR ACO'S CHARITABLE MISSION IS ACCOMPLISHED WHEN ITS MEMBERS IMPROVE THEIR SERVICES TO PERSONS WITH DISABILITIES. ALTAIR ACO'S MEMBERS WORK TOGETHER TO CREATE NEW AND INNOVATIVE MODELS FOR SERVING PERSONS WITH DISABILITIES. 18 17 0 0 0 0 0 665000 626396 75576 0 0 1740 0 628136 740576 0 0 0 0 450178 488482 0 0 0 210292 220456 660470 708938 -32334 31638 320096 403085 194397 245748 125699 157337 X ALTAIR ACO'S CHARITABLE MISSION IS ACCOMPLISHED WHEN ITS MEMBERS IMPROVE THEIR SERVICES TO PERSONS WITH DISABILITIES. ALTAIR ACO'S MEMBERS WORK TOGETHER TO CREATE NEW AND INNOVATIVE MODELS FOR SERVING PERSONS WITH DISABILITIES. 0 0 419240 740576 BEGINNING WITH SIX ORGANIZATIONS FOCUSED ON PEOPLE WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES (I/DD), ALTAIR WAS INCORPORATED AS A NON-PROFIT WITH 14 MEMBERS IN JANUARY 2022. ALTAIR ACO REACHES 35% OF ALL INDIVIDUALS IN THE STATE ON WAIVERED SERVICES AND SUPPORTS OVER 20,000 INDIVIDUALS WITH DISABILITIES STATEWIDE IN MINNESOTA. IN ADDITION TO THE COMBINED 950 YEARS OF EXPERIENCE THAT ALTAIR MEMBERS HAVE SERVING PEOPLE WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES (I/DD), ALTAIR AS AN ENTITY HAS TEN YEARS OF EXPERIENCE INNOVATING NEW MODELS OF SERVICE TO HELP THE PEOPLE WE SERVE LIVE AS INDEPENDENTLY AS POSSIBLE.ALTAIR ALIGNS HEALTH AND SOCIAL SERVICES BY SERVING AS A COORDINATING MECHANISM RESPONSIBLE FOR MANAGING COLLABORATION ACROSS ORGANIZATIONS AND SERVICES FOR PEOPLE WITH DISABILITIES, CREATES QUALITY MEASUREMENT AND DATA-SHARING TOOLS TO TRACK OUTCOMES AND EXCHANGE INFORMATION, AND FINALLY IT INCORPORATES NEW PAYMENT AND FINANCING METHODS. THE STATE OF MN (DHS) SITS AT THE TABLE WITH ALTAIR AS WE DEVELOP VALUE-BASED MODELS THAT WILL BRING NEW REVENUES TO PROVIDERS AND ADVANTAGES FOR EXPANDING PERSON CENTERED DELIVERY SYSTEMS WITHIN THE NEW WAIVER REIMAGINE PROGRAMS. ALTAIR HAS EMBEDDED PHARMACY MTM PRACTICES INTO OUR BASELINE PRACTICES, NEGOTIATED PER MEMBER/PER MONTH CONTRACTS WITH HEALTH ENTITIES RESULTING IN PAYMENTS DIRECTLY TO OUR MEMBERS/PROVIDERS PROJECTED TO BE $2M IN 2023 AND $5M PROJECT TO DATE. 419240 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 MN X GEORGE KLAUSER 6519692288 2485 COMO AVE SAINT PAUL MN 55108 GEORGE KLAUSER CEO 40.00 X X 0 216726 52350 JASON WACHTL CHAIR 2.00 X X 0 0 0 CONNIE MENNE MEMBER 2.00 X 0 0 0 TOM GILLESPIE TREASURER 2.00 X X 0 0 0 RITA WIERSMA MEMBER 2.00 X 0 0 0 JOHN ESTREM MEMBER 2.00 X 0 0 0 KARIN STOCKWELL MEMBER 2.00 X 0 0 0 RAJIV PATEL MEMBER 2.00 X 0 0 0 DIANE CROSS MEMBER 2.00 X 0 0 0 BARBARA JOERS MEMBER 2.00 X 0 0 0 JON NELSON VICE CHAIR 2.00 X X 0 0 0 STACY ROE MEMBER 2.00 X 0 0 0 MICHAEL HELGESON MEMBER 2.00 X 0 0 0 DANIELLE FOX SECRETARY 2.00 X X 0 0 0 PATRICK THUESON MEMBER 2.00 X 0 0 0 DARLENE SCOTT MEMBER 2.00 X 0 0 0 SHANNON BOCK MEMBER 2.00 X 0 0 0 0 216726 52350 1 0 1 0 0 635000 30000 665000 CARE COORDINATION 624100 75576 75576 75576 740576 75576 0 0 X 269077 174900 94177 184322 102535 81787 35083 21467 13616 65000 65000 13621 13621 8618 8618 97255 97255 618 378 240 3070 3070 651 651 9047 5888 3159 17077 10449 6628 EQUIPMENT 4994 3056 1938 COMMUNICATIONS 397 242 155 BANKING SERVICE CHARGE 108 108 708938 419240 289698 0 254391 372722 53920 18540 11785 11823 320096 403085 184397 245748 10000 194397 245748 X 120699 152337 5000 5000 125699 157337 320096 403085 31638 0 X 1 X 0 0 0 X 725732 576667 588000 665000 2555399 725732 576667 588000 665000 2555399 571774 1983625 3792 7511 1740 13043 2568442 140796 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2022 AMOUNT: $ 3,792. 2023 AMOUNT: $ 7,511. 2024 AMOUNT: $ 1,740. 2025 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 GEORGE KLAUSER CEO 0 213998 0 0 0 2728 0 8802 0 43548 0 269076 0 0 SCHEDULE J, PART I, LINE 3 FOR THE PURPOSES OF DETERMINING COMPENSATION, THE ORGANIZATION RELIED ON A RELATED ORGANIZATION TO ESTABLISH COMPENSATION OF THE BUSINESS MANAGER AND BUSINESS AGENTS. THE RELATED ORGANIZATION'S BOARD OF DIRECTORS ESTABLISHED THE COMPENSATION BASED ON CONSISTENT COMPENSATION AND BENEFITS. THE BOARD APPROVED THE NUMBER OF HOURS TO BE PAID. THE RELATED ORGANIZATION USED APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO DETERMINE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 1A WHILE THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOD, THE MEMBERS INTEND THAT THE BOD SHALL, AS A GENERAL MATTER, TAKE ALL ACTIONS NEEDED TO BE TAKEN BY THE CORPORATION'S BOD AND THAT THE EXECUTIVE COMMITTEE'S PRIMARY RESPONSIBILITIES ARE TO PROVIDE THOUGHT LEADERSHIP AND STRATEGIC LEADERSHIP TO THE BOARD AND TO SERVE AS A SOUNDING BOARD/PARTNER TO THE CEO OF ALTAIR. ANY ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE FULL BOARD WITHIN TWENTY-FOUR (24) HOURS OF TAKING THE ACTION. THE BOARD SHALL HAVE THE AUTHORITY TO RESCIND OR OVERTURN THE ACTIONS. DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS SHALL BE APPROVED BY THE COMMITTEE AND MAINTAINED AT THE PRINCIPAL EXECUTIVE OFFICE OF THE CORPORATION FOR THE MOST RECENT SIX (6) YEARS. FORM 990, PART VI, SECTION A, LINE 3 LUTHERAN SOCIAL SERVICE OF MN PROVIDES EMPLOYMENT OF KEY EMPLOYEES, AS WELL AS OPERATIONAL SUPPORT UNDER A MANAGEMENT AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY MANAGEMENT NOT INVOLVED IN THE PREPARATION PRIOR TO ISSUANCE. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST OCCURS WHEN AN EMPLOYEE OR BOARD MEMBER IS IN A POSITION TO INFLUENCE A DECISION THAT MAY RESULT IN A PERSONAL GAIN FOR THE INDIVIDUAL OR A RELATIVE. ANY MEMBER WHO HAS A POTENTIAL CONFLICT OF INTEREST RELATED TO ALTAIR IN THEIR ROLE AS A MEMBER MUST DISCLOSE THIS CONFLICT OF INTEREST TO THE BOARD. 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. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL VERBALLY DISCLOSE THE CIRCUMSTANCES TO THE BOARD CHAIR OR THE CHAIR'S DESIGNEE, WHO SHALL DETERMINE WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 97,255. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 97,255. SCHEDULE A, PART I IN 2025, THE ORGANIZATION DETERMINED THAT MEMBERSHIP DUES CONSTITUTE CONTRIBUTIONS RATHER THAN EXCHANGE REVENUE, AS NO GOODS OR SERVICES ARE PROVIDED TO MEMBERS. WRITTEN NOTICE WAS ISSUED TO MEMBERS. ACCORDINGLY, THE ORGANIZATION NOW MEETS THE REQUIREMENTS OF IRC 170(B)(1)(A)(VI) AND HAS REPORTED ITS PUBLIC CHARITY STATUS UNDER THAT SECTION ON SCHEDULE A. LUTHERAN SOCIAL SERVICE OF MINNESOTA 2485 COMO AVENUE ST PAUL MN 55108 410872993 NON-PROFIT SOCIAL SERVICE ORGANIZATION MN 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 LUTHERAN SOCIAL SERVICE OF MINNESOTA O 488482 CASH LUTHERAN SOCIAL SERVICE OF MINNESOTA P 8217 CASH LUTHERAN SOCIAL SERVICE OF MINNESOTA M 65000 CASH