2025-01-17T10:28:28-06:00 2024-06-30 411647057 MAHONEY ULBRICH CHRISTIANSEN & RUSS PA 10 RIVER PARK PLAZA SUITE 800 SAINT PAUL MN 55107 990 2023-07-01 010639118 AGATE HOUSING AND SERVICES AGAT 6128740311 2309 NICOLLET AVENUE MINNEAPOLIS MN 55404 KYLE HANSON EXECUTIVE DIRECTOR 6128740311 2025-01-17 1 0 ELIZABETH BARCHENGER P01270090 6512276695 2025-01-17 2023 2024-10-15 13:58:12Z KYLE HANSON 2309 NICOLLET AVENUE MINNEAPOLIS MN 55404 18604772 0 X WWW.AGATEMN.ORG X 2002 MN TO END HOMELESSNESS AND RELIEVE HUNGER THROUGH ACTION AND ADVOCACY. 11 11 195 108 0 0 14095966 15680917 1835722 2619797 192079 63296 1008457 103368 17132224 18467378 0 0 0 0 8535643 10047763 0 0 848817 10547545 12767735 19083188 22815498 -1950964 -4348120 17628506 15075618 5540255 6980298 12088251 8095320 X TO END HOMELESSNESS AND RELIEVE HUNGER THROUGH ACTION AND ADVOCACY. 0 0 2609212 EMERGENCY SERVICES PROGRAMS - 1,366 SERVED: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 2024, 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 2024, 795 UNIQUE UNSHELTERED INDIVIDUALS WORKED WITH AGATE'S STREET OUTREACH TEAM. THIS DOES NOT INCLUDE THE THOUSANDS OF INTERACTIONS THEY HAVE WITH OTHER UNHOUSED INDIVIDUALS, WHO ARE NOT ACTIVELY ENGAGED IN SEEKING HOUSING EITHER ON THE STREET OR AT OUR WELCOME CENTER USING OUR MAIL SERVICES (~1,500), FREE SHOWERS, OR RECEIVING OTHER, ONE OFF SUPPORT. 3043925 2723165 TIME LIMITED HOUSING PROGRAMS - 1,524 SERVED:RAPID REHOUSING PROGRAMS - THESE PROGRAMS HELPS FAMILIES AND SINGLE ADULTS TRANSITION QUICKLY FROM SHELTER INTO HOUSING WITH SUPPORTIVE SERVICES AND SHORT-TERM RENTAL SUBSIDIES. 245 HOUSEHOLDS WERE SERVED, INCLUDING 35 SINGLE ADULTS, AND 204 FAMILIES INCLUDING 393 CHILDREN. 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. 72 HOUSEHOLDS, INCLUDING 31 SINGLE ADULTS, AND 41 FAMILIES INCLUDING 46 CHILDREN WERE SERVED IN FISCAL YEAR 2024.NEXT STEP ASSESSMENTS - THIS PROGRAM IS FUNDED TO PROVIDE COORDINATED ENTRY SYSTEM HOUSING ASSESSMENTS FOR FAMILIES EXPERIENCING HOMELESSNESS IN HENNEPIN COUNTY. COORDINATED ENTRY IS THE COUNTY PROGRAM THROUGH WHICH THOSE EXPERIENCING HOMELESSNESS ARE PRIORITIZED TO GET INTO HOUSING. IN FISCAL YEAR 2024, 762 ASSESSMENTS WERE COMPLETED WITH FAMILIES. THIS IS MORE THAN DOUBLE THE NUMBER OF ASSESSMENTS COMPLETED THE PREVIOUS YEAR. 8947215 PERMANENT SUPPORTIVE HOUSING PROGRAMS - 1,151 SERVED:SUPPORTIVE HOUSING PROGRAMS - FAMILY AND SINGLE ADULT SUPPORTIVE HOUSING PROGRAMS PROVIDE LONG TERM, SCATTERED-SITE HOUSING (NON-AGATE-OWNED) SUPPORTIVE SERVICES FOR FAMILIES AND SINGLE ADULTS WHO HAVE EXPERIENCED LONG-TERM HOMELESSNESS AND HAVE A DOCUMENTED DISABILITY. IN FISCAL YEAR 2024, 155 FAMILIES AND 209 SINGLE ADULTS RECEIVED LONG-TERM CASE MANAGEMENT. MINNEOSTA 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 SUBISIDIES ARE PROVIDED THROUGH MINNESOTA HOUSING AND SERVE UP TO 126 SINGLE ADULTS AND FAMILIES. 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 2024, 210 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 2024.PARK7 - 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. 70 INDIVIDUALS WERE SERVED IN FISCAL 2024.METRO INN - AGATE OPENED A CONVERTED MOTEL TO SINGLE OCCUPANCY PERMANENT HOUSING IN FISCAL YEAR 2024. THE PROPERTY PROVIDES 38 AFFORDABLE HOMES. 2748029 FOOD CENTRE - THIS PROGRAM PROVIDES COMMUNITY MEALS 365 DAYS A YEAR, OPERATING UNDER A "NO QUESTIONS ASKED" PHILOSOPHY WHERE NO ONE IS TURNED AWAY. THIS PROGRAM PROVIDES MEALS TO THE COMMUNITY AT LARGE, AS WELL AS FEEDING THE RESIDENTS AT OUR 510 BOARD AND LODGE FACILITY AND OUR SHELTER SITES. IN FISCAL YEAR 2024, WE SERVED 96,512 MEALS. REPRESENTATIVE PAYEE SERVICES - THIS PROGRAM SERVES 504 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 FISCAL YEAR 2024, AGATE ADDED A VETERANS REP PAYEE PROGRAM (MACV), WHICH SERVED 47 INDIVIDUALS.A DAY IN THE LIFE (EDUCATION AND ADVOCACY) - THIS PROGRAM ADVOCATES FOR SYSTEMIC CHANGE THROUGH A DAY IN THE LIFE. THIS IS AN EXPERIENTIAL LEARNING PROGRAM THAT GIVES PARTICIPANTS AN OPPORTUNITY TO LEARN DIRECTLY FROM PEOPLE EXPERIENCING HOMELESSNESS. IN FISCAL 2024, 170 PARTICIPANTS ATTENDED THE PROGRAM. BIRTH CERTIFICATE PROGRAM - THIS PROGRAM SUPPORTS PEOPLE IN ACQUIRING NEEDED PERSONAL IDENTIFICATION DOCUMENTS, PRIMARILY BIRTH CERTIFICATES. IN FISCAL YEAR 2024, WE FACILITATED THE RETRIEVAL OF 729 BIRTH CERTIFICATES FOR 667 PEOPLE FROM 43 STATES/PROVINCES/TERRIRTORIES.HANDBOOK OF THE STREETS - IN FISCAL YEAR 2024, 18,556 MINNEAPOLIS HANDBOOKS OF THE STREETS WERE DISTRIBUTED, WITH PLANS FOR OUR NEXT EDITION IN FALL 2024. WE DISTRIBUTED 9,285 ST. PAUL BOOKS, WITH A NEW EDITION PLANNED FOR SPRING 2025. WE CONTINUE TO BROADLY DISTRIBUTE STREET OUTREACH TRIFOLDS, HAVING SOLD OVER 8,000 COPIES. 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. OTHER RESOURCES IN FISCAL YEAR 2022, THESE PROGRAMS CONNECTED MORE THAN 1300 PEOPLE EXPERIENCING HOMELESSNESS OR POVERTY TO ESSENTIAL RESOURCES, SUCH AS REPRESENTATIVE PAYEE SERVICES AND BIRTH CERTIFICATES. IN ADDITION, MORE THAN 24,000 HANDBOOKS OF THE STREETS WERE DISTRIBUTED TO HELP NAVIGATE COMMUNITY RESOURCES. 2748029 17348381 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 1 555 0 1 195 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 RAJIN SINGH OLSON DIRECTOR 0.50 X 0 0 0 MARY GRAHEK TREASURER 1.00 X X 0 0 0 FIYYAZ KARIM SECRETARY 0.50 X X 0 0 0 ALYSSA TROJE DIRECTOR 0.50 X 0 0 0 BEN WALTZ VICE CHAIR 1.00 X X 0 0 0 SUSIE BYERS DIRECTOR 0.50 X 0 0 0 BOB WEIL ASSOCIATE TREASURER 0.50 X X 0 0 0 GRETA GAETZ DIRECTOR 0.50 X 0 0 0 JEFF BAIDOO DIRECTOR 0.50 X 0 0 0 MICHELLE DECKER GERRARD DIRECTOR 0.50 X 0 0 0 KYLE HANSON EXECUTIVE DIRECTOR 40.00 X 191798 0 14598 LAURA STRAW FINANCE DIRECTOR 40.00 X 140387 0 16703 GEOFFREY MEYER DIRECTOR OF SITE BASED SERVICES 40.00 X 104697 0 4171 KELINA MORGAN DIRECTOR OF HOUSING PROGRAM 40.00 X 116396 0 5657 MICHELLE PERRIN FORMER DIRECTOR 40.00 X 103694 0 15310 PAUL VERRETTE DIRECTOR OF PUBLIC POLICY 40.00 X 106270 0 8593 763242 0 65032 6 0 1 0 KYROS CARE PBC 401 2ND AVE N STE 500 MINNEAPOLIS MN 55401 TREATMENT 1020401 PARK 7 APARTMENTS 810 SOUTH 7TH STREET MINNEAPOLIS MN 55415 RENTS 404089 SUCCESS COMPUTER CONSULTING INC LOCKBOX 216 PO BOX 1575 MINNEAPOLIS MN 55480 IT CONSULTING 309455 HON JV LLC HON III LLC 8333 DOUGLAS AVENUE S DALLAS TX 75225 PROPERTY MANAGEMENT 211608 MINT PROPERTIES LLC 2100 PILLSBURY AVE S MINNEAPOLIS MN 55404 RENTS 173024 7 12094342 3586575 174692 15680917 FEE INCOME 900099 2619797 2619797 2619797 200690 200690 137394 -137394 -137394 -137394 MISCELLANEOUS REVENUE 900099 103368 103368 103368 18467378 2723165 0 63296 X 958381 357163 543787 57431 7116614 5597615 1145113 373886 109266 86472 21114 1680 1276705 998538 219220 58947 586797 441540 113775 31482 39892 39892 299565 59077 240488 3083554 1745429 1161424 176701 629436 202128 290144 137164 807646 414691 392955 40635 38466 2013 156 65814 17125 44644 4045 4806 137 4669 333390 272651 60739 133028 2802 130226 SPECIFIC ASSISTANCE 6811032 6710201 97685 3146 FOOD 403807 403474 164 169 BAD DEBT EXPENSE 105410 105410 MISC. 5661 872 779 4010 4059 4059 22815498 17348381 4618300 848817 1038014 731202 1887263 1301619 1078839 1461528 61173 114174 206640 148842 9403110 3061721 5276703 6341389 5840893 3582809 2238981 1394055 17628506 15075618 1320689 1809510 49189 441182 1275860 1340196 1017250 1916500 1877267 1472910 5540255 6980298 X 10227985 6915523 1860266 1179797 12088251 8095320 17628506 15075618 -4348120 355188 0 X X 0 1 X 1 1 1 X 18668478 19496240 17070455 14095966 15680917 85012056 18668478 19496240 17070455 14095966 15680917 85012056 3287106 81724950 34521 66497 138855 192079 200691 632643 85644699 4099474 0.95420 0.94060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 877599 -877599 1755198 1610349 1610349 6440260 2401191 4039069 288381 214901 73480 544552 445629 98923 519568 519568 6341389 RIGHT OF USE ASSET, NET 1394055 1394055 LEASE LIABILITY 1472910 1472910 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 2024 OR 2023. 0 0 0 0 0 0 0 0 0 KYLE HANSON EXECUTIVE DIRECTOR 191798 0 0 0 0 0 0 0 14598 0 206396 0 0 0 LAURA STRAW FINANCE DIRECTOR 140387 0 0 0 0 0 0 0 16703 0 157090 0 0 0 X 32497 RUMMAGE SALE PRICING X 142195 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 2024, 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 IX, LINE 11G PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,226. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,226. MARKETING AND COMMUNICATIONS: PROGRAM SERVICE EXPENSES 109. MANAGEMENT AND GENERAL EXPENSES 8,601. FUNDRAISING EXPENSES 15,805. TOTAL EXPENSES 24,515. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 1,704,330. MANAGEMENT AND GENERAL EXPENSES 805,123. FUNDRAISING EXPENSES 147,723. TOTAL EXPENSES 2,657,176. IT CONTRACTOR: PROGRAM SERVICE EXPENSES 21,034. MANAGEMENT AND GENERAL EXPENSES 192,388. FUNDRAISING EXPENSES 2,285. TOTAL EXPENSES 215,707. SECURITY: PROGRAM SERVICE EXPENSES 2,757. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,757. BACKGROUND CHECKS: PROGRAM SERVICE EXPENSES 2,524. MANAGEMENT AND GENERAL EXPENSES 3,311. FUNDRAISING EXPENSES 84. TOTAL EXPENSES 5,919. OTHER : PROGRAM SERVICE EXPENSES 14,636. MANAGEMENT AND GENERAL EXPENSES 117,235. FUNDRAISING EXPENSES 6,478. TOTAL EXPENSES 138,349. ADVERTISING: PROGRAM SERVICE EXPENSES 39. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,963. TOTAL EXPENSES 4,002. BRANDING EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 363. TOTAL EXPENSES 363. STAFF RECURITING COSTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 30,540. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,540. 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 AGATE HOUSING AND SERVICES 5637 LYNDALE AVENUE LLC 2309 NICOLLET AVE MINNEAPOLIS MN 55404 AFFORDABLE HOUSING MN AGATE HOUSING AND SERVICES 2800 27TH AVENUE LLC 2309 NICOLLET AVE MINNEAPOLIS MN 55404 AFFORDABLE HOUSING MN AGATE HOUSING AND SERVICES PARK7 LIMITED PARTNERSHIP 615 7TH ST S MINNEAPOLIS MN 55404 842127191 AFFORDABLE HOUSING MN RELATED -241443 5570915 0 1 0.51000 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0