2024-03-06T12:38:55-06:00 2023-06-30 411647057 MAHONEY ULBRICH CHRISTIANSEN & RUSS PA 10 RIVER PARK PLAZA SUITE 800 SAINT PAUL MN 55107 990 2022-07-01 010639118 AGATE HOUSING AND SERVICES AGAT 6128740311 2309 NICOLLET AVENUE MINNEAPOLIS MN 55404 KYLE HANSON EXECUTIVE DIRECTOR 6128740311 2024-03-04 1 KYLE HANSON 999009999 0 ELIZABETH F BARCHENGER P01270090 6512276695 2024-03-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KYLE HANSON 2309 NICOLLET AVENUE MINNEAPOLIS MN 55404 17132324 0 X WWW.AGATEMN.ORG X 2002 MN TO END HOMELESSNESS AND RELIEVE HUNGER THROUGH ACTION AND ADVOCACY. 13 13 194 32 0 0 17070455 14095966 440238 1835722 138855 192079 495657 1008457 18145205 17132224 0 0 0 0 7710685 8535643 0 0 606861 9999651 10547545 17710336 19083188 434869 -1950964 17135849 17628506 3315385 5540255 13820464 12088251 X TO END HOMELESSNESS AND RELIEVE HUNGER THROUGH ACTION AND ADVOCACY. 0 0 2460361 EMERGENCY SERVICES PROGRAMS:SHELTER PROGRAMS - SHELTER IS OFFERED AT TWO LOCATIONS, 510 AND FCC, TO UP TO EIGHTY-SIX ADULTS EVERY NIGHT WHILE WE WORK WITH THEM TO ACCESS HOUSING AND SUPPORT SERVICES. IN FISCAL YEAR 2023, 571 INDIVIDUALS WERE PROVIDED SHELTER BETWEEN THE TWO SHELTER LOCATIONS.STREET OUTREACH - THIS PROGRAM PROVIDES THE FIRST CONTACT FOR INDIVIDUALS LIVING OUTSIDE. PARTNERING WITH MANY LOCAL AGENCIES AND GOVERNMENT OFFICES, THIS INTENSIVE OUTREACH CONNECTS PEOPLE TO SHELTER, HOUSING, AND OTHER SERVICES. IN FISCAL YEAR 2023, 1,144 UNIQUE UNSHELTERED INDIVIDUALS WORKED WITH AGATE'S STREET OUTREACH TEAM. 9121057 2844179 SCATTERED SITE HOUSING PROGRAMS:RAPID REHOUSING PROGRAMS - THESE PROGRAMS HELP FAMILIES AND SINGLE ADULTS TRANSITION QUICKLY FROM SHELTER INTO HOUSING WITH SUPPORTIVE SERVICES AND SHORT-TERM RENTAL SUBSIDIES. 183 HOUSEHOLDS WERE SERVED, INCLUDING 43 SINGLE ADULTS, AND 140 FAMILIES INCLUDING 303 CHILDREN WERE SERVED IN FISCAL YEAR 2023.PREVENTION PROGRAMS - THESE PROGRAMS WORK WITH FAMILIES AND SINGLE ADULTS WHO ARE AT RISK OF LOSING THEIR HOUSING. THE PROGRAMS PROVIDE SHORT- TO MEDIUM-TERM FINANCIAL SUPPORT AND CASE MANAGEMENT SERVICES TO PREVENT HOMELESSNESS. 69 HOUSEHOLDS, INCLUDING 40 SINGLE ADULTS, AND 29 FAMILIES INCLUDING 51 CHILDREN WERE SERVED IN FISCAL YEAR 2023.NEXT STEP ASSESSMENTS THIS PROGRAM IS FUNDED TO PROVIDE COORDINATED ENTRY SYSTEM HOUSING ASSESSMENTS FOR FAMILIES IN HENNEPIN COUNTY. IN FISCAL YEAR 2023, 762 ASSESSMENTS WERE COMPLETED WITH FAMILIES THIS IS MORE THAN DOUBLE THE NUMBER OF ASSESSMENTS COMPLETED THE PREVIOUS YEAR. ADDITIONALLY, THE TEAM IS NOW DOING MORE WORK TO FOLLOW UP WITH INDIVIDUALS WHO THEY'VE ASSESSED.SUPPORTIVE HOUSING PROGRAMS - FAMILY AND SINGLE ADULT SUPPORTIVE HOUSING PROGRAMS PROVIDE LONG TERM, SCATTERED-SITE HOUSING SUPPORTIVE SERVICES FOR FAMILIES AND SINGLE ADULTS WHO HAVE EXPERIENCED LONG-TERM HOMELESSNESS AND HAVE A DOCUMENTED ELIGIBLE DISABILITY. IN FISCAL YEAR 2023, 75 FAMILIES AND 246 SINGLE ADULTS RECEIVED LONG-TERM CASE MANAGEMENT. MINNESOTA HOUSING - HOUSING TRUST FUND SUBSIDIES - RENTAL SUBSIDIES ARE AN IMPORTANT TOOL FOR HELPING SOME SINGLE ADULTS AND FAMILIES MAINTAIN THEIR HOUSING WHILE THEY WORK TOWARD SELF-SUFFICIENCY. THESE SUBSIDIES ARE PROVIDED THROUGH MINNESOTA HOUSING AND SERVE UP TO 126 SINGLE ADULTS AND FAMILIES. 3067552 SITE-BASED PROGRAMS:510 BOARD AND LODGE THIS PROGRAM PROVIDES PERMANENT HOUSING AND SUPPORT SERVICES TO SINGLE ADULTS. THIS PROGRAM IS MAINTAINED IN A DORMITORY-STYLE LIVING SITUATION WITH SHARED ROOMS, WHERE RESIDENTS ARE PROVIDED THREE DAILY MEALS. IN FISCAL YEAR 2023, 150 INDIVIDUALS WERE SERVED IN THIS PROGRAM.VA BEDS THIS PROGRAM PROVIDES 12 BEDS AT OUR 510 BOARD AND LODGE SITE FOR USE BY VETERANS. OUR VETERAN RESIDENTS TYPICALLY STAY IN THIS SETTING FOR A FEW MONTHS WHILE THEY UTILIZE OUR CASE MANAGEMENT SERVICES TO SEEK MORE INDEPENDENT SETTINGS FOR THEIR NEXT MOVE. THIS PROGRAM SERVED 33 INDIVIDUALS IN FISCAL YEAR 2023.PARK 7 AGATE PROVIDES PERMANENT HOUSING AND SUPPORT SERVICES TO RESIDENTS AT THE PARK 7 BUILDING IN DOWNTOWN MINNEAPOLIS, WITH 61 UNITS OF AFFORDABLE HOUSING. THE BUILDING IS MANAGED BY TRELLIS, AN AFFORDABLE HOUSING PROVIDER IN THE AREA, AND ALL SERVICES ARE PROVIDED BY AGATE. THE PROGRAM SERVED 71 INDIVIDUALS IN FISCAL YEAR 2023.FOOD CENTRE THIS PROGRAM PROVIDES COMMUNITY MEALS 365 DAYS A YEAR AND A FOOD SHELF PROGRAM, OPERATING UNDER A "NO QUESTIONS ASKED" PHILOSOPHY WHERE NO ONE IS TURNED AWAY. THIS PROGRAM PROVIDES MEAL TO THE COMMUNITY AT LARGE, AS WELL AS FEEDING THE RESIDENTS AT OUR 510 BOARD AND LODGE FACILITY AND OUR SHELTER SITES. DUE TO A FIRE IN FEBRUARY 2022, WE WERE UNABLE TO SERVE COMMUNITY MEALS UNTIL THE FINAL WEEKS OF FISCAL YEAR 2023 AND HAVE INSTEAD RUN A SMALLER OPERATION OUT OF ANOTHER KITCHEN TO CONTINUE SERVING OUR BOARD AND LODGE RESIDENTS AND SHELTER GUESTS. IN FISCAL YEAR 2023, WE SERVED 96,512 MEALS.DAY-BY-DAY IS AN OUTPATIENT TREATMENT PROGRAM FOR SUBSTANCE USE DISORDERS, WHILE ALSO ADDRESSING MENTAL HEALTH CONCERNS THROUGH A DAY TREATMENT MODEL THAT INCLUDES SUD ASSESSMENTS, MENTAL HEALTH SCREENING, GROUP THERAPY, INDIVIDUAL THERAPY, RECREATIONAL ACTIVITIES, HEALTH EDUCATION, AND REFERRALS FOR EMPLOYMENT, EDUCATION, HEALTH, AND OTHER NEEDED SERVICES. THE PROGRAM IS NOW OPERATED THROUGH A PARTNERSHIP WITH KYROS. 589194 OTHER PROGRAMS:REPRESENTATIVE PAYEE THIS PROGRAM SERVES 408 INDIVIDUALS WITH MANAGING THEIR FINANCIAL LIVES, INCLUDING BUDGETING, AS WELL AS ISSUING THE PAYMENT OF RENT, BILLS, PERSONAL NEEDS, AND ENSURING THAT CLIENT BENEFITS REMAIN ACTIVE. IN FY23, AGATE ADDED A VETERANS REP PAYEE PROGRAM, WHICH SERVED 12 INDIVIDUALS WITH PLANS TO GROW.COMMUNITY ENGAGEMENT (EDUCATION AND ADVOCACY) - THIS PROGRAM ADVOCATES FOR SYSTEMIC CHANGE. THE PROGRAM OFFERS A DAY IN THE LIFE, AN EXPERIENTIAL LEARNING PROGRAM THAT GIVES PARTICIPANTS AN OPPORTUNITY TO LEARN DIRECTLY FROM PEOPLE EXPERIENCING HOMELESSNESS, EDUCATION, AND ADVOCACY OPPORTUNITIES.BIRTH CERTIFICATE PROGRAM THIS PROGRAM SUPPORTS PEOPLE IN ACQUIRING NEEDED PERSON IDENTIFICATION DOCUMENTS, PRIMARILY BIRTH CERTIFICATES. IN FISCAL YEAR 2023, WE FACILITATED THE RETRIEVAL OF 651 BIRTH CERTIFICATES FOR 606 PEOPLE FROM 44 STATES/PROVINCES/TERRITORIES. THIS NUMBER IS UP AGAIN FROM LAST FISCAL YEAR'S NUMBERS, BUT STILL DOWN FROM THE PRE-COVID HIGH FROM FY2019.HANDBOOK OF THE STREETS - IN FISCAL YEAR 2023, 22,661 MINNEAPOLIS HANDBOOKS OF THE STREETS WERE DISTRIBUTED (6,333 SINCE THE NEW BOOK WAS PUBLISHED IN MARCH 2023). WE DISTRIBUTED 11,113 ST. PAUL BOOKS (10,366 SINCE THE NEW BOOK WAS PUBLISHED IN OCTOBER 2022). WE CONTINUE TO BROADLY DISTRIBUTE STREET OUTREACH TRIFOLDS. 589194 15238164 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 508 0 1 194 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X LAURA STRAW 6128740311 2309 NICOLLET AVENUE MINNEAPOLIS MN 55404 GREG OWEN CHAIR 1.00 X X 0 0 0 BEN WALTZ VICE CHAIR 1.00 X X 0 0 0 MARY GRAHEK TREASURER 1.00 X X 0 0 0 KAREN KLEIN ASSOCIATE TREASURER 0.50 X X 0 0 0 FIYYAZ KARIM SECRETARY 0.50 X X 0 0 0 ALLYSON PETERSON FRANCIS DIRECTOR 0.50 X 0 0 0 ALYSSA TROJE DIRECTOR 0.50 X 0 0 0 HNEDE JOSHUA DIRECTOR 0.50 X 0 0 0 CHAD HENGWOOD DIRECTOR 0.50 X 0 0 0 CHUCK WEBBER DIRECTOR 0.50 X 0 0 0 JANE LAWRENZ DIRECTOR 0.50 X 0 0 0 MANOJ VYAS DIRECTOR 0.50 X 0 0 0 MARK ENGELEN DIRECTOR 0.50 X 0 0 0 SUSAN ELLINGSTAD DIRECTOR 0.50 X 0 0 0 SUSIE BYERS DIRECTOR 0.50 X 0 0 0 RAJIN SINGH OLSON DIRECTOR 0.50 X 0 0 0 LAURA STRAW FINANCE DIRECTOR 40.00 X 126968 0 16467 KYLE HANSON EXECUTIVE DIRECTOR 40.00 X 179147 0 28962 DAMIEN MORGAN RESIDENT ASSISTANT 40.00 X 119648 0 14456 425763 0 59885 3 0 1 0 KYROS CARE 110 N 5TH ST MINNEAPOLIS MN 55403 TREATMENT 719231 SUCCESS COMPUTER CONSULTING 6130 GOLDEN HILLS DRIVE GOLDEN VALLEY MN 55416 IT CONSULTING 305466 SHAPCO PRINTING 1109 ZANE AVE N MINNEAPOLIS MN 55422 PRINTING 149452 WORLDWIDE STAFFING 2829 SHERIDAN DRIVE TONAWANDA NY 14150 STAFFING 119601 INVOLVE MN 2492 EAGLE VALLEY DRIVE WOODBURY MN 55129 FOOD SERVICE AT SHELTER HOTEL 114335 5 11160008 2935958 289728 14095966 FEE INCOME 900099 1835722 1835722 1835722 189484 189484 2695 100 2595 2595 2595 INSURANCE PROCEEDS 900099 1001761 1001761 MISCELLANEOUS REVENUE 900099 6696 6696 1008457 17132224 2844179 0 192079 485648 134104 351544 6336374 4999873 1090402 246099 133363 101148 26435 5780 1068122 766260 253567 48295 512136 384821 108497 18818 3548 3548 82996 82996 1560194 1032277 393786 134131 513203 195053 171788 146362 786945 363390 423555 44223 42674 1475 74 58711 15324 41433 1954 13006 797 12209 290521 147409 143112 127176 12129 115047 SPECIFIC ASSISTANCE 6767702 6748235 15835 3632 FOOD 295510 294357 1153 EQUIPMENT AND MAINTENAN 2069 313 1756 MISCELLANEOUS 1741 25 1716 19083188 15238164 3238163 606861 1304245 1038014 3347602 1887263 621290 1078839 52694 61173 186023 206640 8616497 3339794 2967478 5276703 8376434 5840893 280083 2238981 17135849 17628506 581356 1108326 431089 49189 1082127 1275860 1018000 1017250 202813 2089630 3315385 5540255 X 9329146 10227985 4491318 1860266 13820464 12088251 17135849 17628506 -1950964 218751 0 X X 0 1 X 1 1 1 X 10675894 18668478 19496240 17070455 14095966 80007033 10675894 18668478 19496240 17070455 14095966 80007033 3370977 76636056 10411 34521 66497 138855 192079 442363 1001761 1001761 81451157 4835558 0.94090 0.95180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 877599 -877599 1755198 754006 176519 -40712 -12214 877599 975000 975000 6577349 2635810 3941539 305357 196722 108635 758791 507262 251529 5276703 PREDEVELOPMENT COSTS 446086 RIGHT OF USE ASSET, NET 1792895 2238981 ACCRUED INTEREST 212363 LEASE LIABILITY 1877267 2089630 X PART IV, LINE 2B: ST. STEPHEN'S HUMAN SERVICES (SSHS) OPERATES A REPRESENTATIVE PAYEE (REP PAYEE) PROGRAM IN WHICH THEY (SSHS) ARE APPOINTED AS REPRESENTATIVES TO SOCIAL SECURITY BENEFICIARIES WHO NEED HELP MANAGING THEIR FUNDS TO PAY FOR RENT, UTILITIES, PERSONAL EXPENSES, AND FOOD. PART X, LINE 2: MANAGEMENT BELIEVES HUMAN SERVICES DOES NOT HAVE ANY UNRELATED BUSINESS INCOME OR UNCERTAIN TAX POSITIONS IN 2020 OR 2019. 0 0 0 0 0 0 0 0 0 KYLE HANSON EXECUTIVE DIRECTOR 179147 0 0 0 0 0 0 0 28962 0 208109 0 0 0 X 109764 RUMMAGE SALE PRICING X 179964 FMV AT TIME OF DONATION 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE AUDITING FIRM. THE EXECUTIVE DIRECTOR EMAILS A DRAFT COPY OF THE 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW. IT IS DISCUSSED AND APPROVED AT THE NEXT MEETING OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE CONFLICT OF INTEREST POLICY AND THE GIFT POLICY IS PROVIDED TO EACH PERSON FOR REVIEW AND APPROVAL. THE HUMAN RESOURCES DIRECTOR VERIFIES THAT THE SIGNED POLICY IS RECEIVED FROM EACH PERSON. FORM 990, PART VI, SECTION B, LINE 15 PERIODICALLY THE BOARD OF DIRECTORS HIRES AN INDEPENDENT CONSULTANT TO FACILITATE THE ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR FOR JOB PERFORMANCE. COMPENSATION IS DETERMINED BY REVIEWING COMPARABLE DATA AND BUDGET CONSTRAINTS. IN 2022, THE BOARD DID NOT ENGAGE A CONSULTANT. THE EXECUTIVE DIRECTOR'S INCREASE WAS THE SAME 2% INCREASE AS THE OTHER STAFF. MEMBERS OF THE BOARD OF DIRECTORS ARE NOT PAID. OTHER OFFICERS AND KEY EMPLOYEES COMPENSATION IS DETERMINED BY REVIEWING COMPARABLE DATA AND BUDGET CONSTRAINTS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS HAS NOT CHANGED FROM PRIOR YEAR. HOUSE OF CHARITY PROPERTY DEVELOPMENT LLC 510 SOUTH 8TH ST MINNEAPOLIS MN 55104 AFFORDABLE HOUSING MN ST STEPHEN'S HUMAN SERVICES INC PARK7 LIMITED PARTNERSHIP 615 7TH ST S MINNEAPOLIS MN 55404 842127191 AFFORDABLE HOUSING MN RELATED -239530 7679374 0 1 0.51000 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0