Form 990 for tax year 2022

Totals

Total revenue

$23,864,185

Total expenses

$24,552,887

Contributions and grants received

$23,749,892

Grants paid

$13,075,847

Program service revenue

$109,672

Investment income

$4,621

Other revenue

$0

Total assets, end of year

$8,208,699

Total liabilities, end of year

$5,427,186

Net assets or fund balances, end of year

$2,781,513

Program services expenses (Part IX)

$22,245,573

Management and general expenses

$2,307,314

Fundraising expenses

$0

Program service expenses (Part III)

$22,245,573

Program services were 90.6% 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 · 2022

• 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 2022, 953,633 meals were provided in group settings and delivered to individuals in their homes; 25,523 units of counseling, support group, and other assistance was provided to caregivers of older adults; 21,393 hours of chore and homemaker services, including 191 home modification projects were completed; 28,465 rides were given to individuals who have difficulties (physical or cognitive) using other forms of transportation. Awarded community-based organizations also delivered 155 hours of nutrition education; made 6,836 calls to isolated older adults; provided 982 hours of consultation and visiting services; conducted 148 technology projects; provided 8,922 hours of legal assistance; and offered 135 health promotion classes that served 1,044 people taking steps to stay healthy, manage chronic conditions and prevent falls. Special Access:Provided 11,748 hours of services to individuals and 739 group events to overcome cultural/language barriers in making community and government services accessible.

  Expenses $13,075,847 · Grants $12,959,521

• Information and AssistanceIn partnership with the Minnesota Board on Aging, Trellis provides Senior LinkAge Line services in the Twin Cities metro area. During 2022, we had 65,000+ points of contact with older adults and caregivers providing information and resources on Medicare, housing, transportation, financial services and other community supports.

  Expenses $6,569,456

• JuniperThe Juniper network delivers evidence-based health and wellness classes to help Minnesotans improve their health and reduce disease and injury. The Juniper network comprises community organizations, healthcare organizations and class leaders. In 2022, Juniper completed 645 classes with 8,031 participants.

  Expenses $2,364,602 · Grants $116,326 · Revenue $109,672

• Pension RightsIn 2022, 95 new clients were assisted and $743,667 retirement funds were recovered.

  Expenses $235,668

• Eldercare Development PartnershipsTrellis' ElderCare Development Partnership team helps community organizations build capacity and sustainability so they can provide service that meet the needs of older adults.In 2022, ElderCare Development Partnership staff provided technical support to 28 organizations as they applied for Live Well at Home funding from the Department of Human Services. Fifteen of the organizations received funding totaling $2.2 million.

• Dementia Friendly 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 2022, 2,295 individuals attended 32 events hosted by The Remember Project and 544 professionals received Dementia Friendly for Healthcare training through ACT on Alzheimer's.

As filed on the 2022 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

  $3,149,923

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

• PRESBYTERIAN HOMES & SERVICES

  $2,510,096

  Nutrition Services ( IIIC OAA, NSIP & State sources)

• VOLUNTEERS OF AMERICAMN

  $1,211,827

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

• METRO MEALS ON WHEELS

  $1,128,487

  Nutrition Services ( IIIC OAA, NSIP & State sources)

• SCOTT-CARVER-DAKOTA CAP AGENCY

  $907,181

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

• HELP AT YOUR DOOR

  $393,249

  Supportive Services (Title IIIB - OAA)

• SENIOR COMMUNITY SERVICES

  $268,030

  Supportive & Caregiver Services (Titles IIIB & IIIE OAA)

• EASTSIDE NEIGHBORHOOD SERVICES INC

  $230,014

  Supportive & Caregiver Services (Titles IIIB & IIIE OAA)

• FAMILY MEANS

  $210,706

  Caregiver Services (Title IIIE OAA)

• KOREAN SERVICE CENTER

  $208,483

  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

2022

Filed

15 November 2023

IRS schema version

2022v5.0

Source object

202313199349309916

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

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