Form 990 for tax year 2023

Totals

Total revenue

$23,701,692

Total expenses

$24,024,671

Contributions and grants received

$23,521,527

Grants paid

$12,898,737

Program service revenue

$166,815

Investment income

$13,350

Other revenue

$0

Total assets, end of year

$7,745,784

Total liabilities, end of year

$5,287,250

Net assets or fund balances, end of year

$2,458,534

Program services expenses (Part IX)

$21,209,335

Management and general expenses

$2,815,336

Fundraising expenses

$0

Program service expenses (Part III)

$21,209,335

Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• 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 2023, 949,692 meals were provided in group settings and delivered to individuals in their homes; 27,554 units of counseling, support group, supplemental services, information services and respite were provided to caregivers of older adults; 17,962 hours of chores and homemaker services, including 115 home modification projects were completed; 30,723 rides were given to individuals who have difficulties (physical or cognitive) using other forms of transportation. Awarded community-based organizations also made 12,187 calls to isolated older adults; provided 282 hours of consultation; conducted 249 technology projects; provided 7,505 hours of legal assistance; and offered 166 health promotion classes that served 1,070 people taking steps to stay healthy, manage chronic conditions and prevent falls.Special AccessProvided 11,960 hours of services to individuals and 9,477 group services to overcome cultural/language barriers in making community and government services accessible.

  Expenses $12,784,504 · Grants $12,784,504

• Information and AssistanceIn partnership with the Minnesota Board on Aging, Trellis provides Senior LinkAge Line services in the Twin Cities metro area. During 2023, we had 69,573 points of contact with older adults and caregivers providing information and resources on Medicare, assisted living and nursing homes, transportation, respite, chore help, income subsidies and other community services

  Expenses $6,252,934

• 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 2023, Juniper completed 375 classes with 5,393 participants.

  Expenses $2,171,897 · Grants $114,233 · Revenue $166,815

• Pension and Retirement RightsIn 2023, 55 new clients were assisted with pension and retirement plan legal matters and $812, 667 in retirement funds were recovered for clients. ElderCare Development PartnershipsTrellis' ElderCare Development Partnership team helps community organizations build capacity and sustainability so they can provide services that meet the needs of older adults. In 2023, ElderCare Development Partnership staff provided technical support to 22 organizations as they applied for Live Well at Home funding from the Department of Human Services.10 of the organizations received funding totaling $1.5 million. 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 2023, 1,059 individuals attended 19 events hosted by The Remember Project. 2,250 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 a new topic guide on social isolation and loneliness as a risk factor for dementia.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• Open Arms of Minnesota

  $2,761,264

  Nutrition Services (Title IIIC OAA, NSIP & State sources)

• Presbyterian Home & Services

  $2,454,067

  Nutrition Services ( IIIC OAA, NSIP & State sources)

• Volunteers of AmericaMN

  $1,325,891

  Supportive, Nutrition & Caregiver Services (Titles IIIB, IIIC & IIIE OAA, NSIP & State sources)

• Metro Meals on Wheels

  $1,321,549

  Nutrition Services ( IIIC OAA, NSIP & State sources)

• Scott-Carver-Dakota Cap Agency

  $911,081

  Supportive & Nutrition Services (Titles IIIB & IIIC OAA, NSIP & State sources)

• Help At Your Door

  $316,095

  Supportive Services (Title IIIB - OAA)

• Family Means

  $248,135

  Caregiver Services (Title IIIE OAA)

• Senior Community Services

  $239,857

  Supportive & Caregiver Services (Titles IIIB & IIIE OAA)

• Eastside Neighborhood Services Inc

  $230,518

  Supportive & Caregiver Services (Titles IIIB & IIIE OAA)

• Korean Service Center

  $217,090

  Supportive, Caregiver & Health Promotion Services (Titles IIIB, IIIE & IIID OAA)

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2023

Filed

5 November 2024

IRS schema version

2023v5.1

Source object

202403109349302810

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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