2025-09-17T09:45:13-05:00 2024-12-31 411397419 Abdo LLP 5201 Eden Ave Ste 250 Edina MN 55436 990 2024-01-01 410993494 Relate Inc RELA 9523959977 5125 Cty Rd 101 300 Minnetonka MN 55345 Barb Fordyce President 9529327277 2025-09-10 1 1 Steven D Anseth CPA P00552219 9528359090 2025-09-10 2024 2025-03-06 01:10:19Z Barb Fordyce 5125 Cty Rd 101 300 Minnetonka MN 55345 14068940 0 X www.relatemn.org X 1970 MN Provide community based mental and chemical health counseling, assessments and education. 16 16 139 15 136368 38536 1085280 1436941 8225051 8674089 -242848 -584208 125466 136368 9192949 9663190 0 0 0 0 8137395 8463864 41109 46832 51224 1475633 1452133 9654137 9962829 -461188 -299639 6636878 5193553 4652966 3481635 1983912 1711918 X Relate has provided community based mental and chemical health services since 1969. Our mission is to provide high-quality, culturally responsive, inclusive mental health services to our community. Relate is an Essential Community Provider, a designation for providers that support underserved and low-income populations. We offer an income-based, sliding fee scale to remove financial barriers. 0 0 4484521 5132684 Individual and family therapy - Relate provides both mental and chemical health prevention and intervention counseling to individuals, couples, and families. Services are provided to all ages. Services offered include Individual, Family, and Couples Counseling; Group Therapy; Psychological Assessment; Psychiatric Services; Chemical Health Assessment; Early Intervention Groups; and Community Education. Services are in person and via telehealth.Uncompensated care: Relate is a mission-driven non-profit and as such, we never turn anyone away for an inability to pay. 3307691 3466722 School services - Served 53 schools by providing evidence-based mental health care onsite to youth and adolescents. Students with a mental health diagnosis have access to mental health services regardless of their ability to pay. Relate gifted services - serving clients on a sliding adjusted fee scale. Food shelves - provided free services in four local food shelves. 126667 74683 Youth counseling - this early intervention program is designed to provide screening, assessment, and counseling for at-risk youth, maximizing total family involvement. Youth referred have committed offenses such as truancy, crimes against property, assault, and drug violations. 7918879 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 24 0 1 139 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X Anita Silver 9529327277 5125 County Road 101 STE 300 Minnetonka MN 55345 Margy Herbert President 1.00 X X 0 0 0 Marisa Plescia Vice President 1.00 X X 0 0 0 Benita Bjorgo Treasurer 1.00 X X 0 0 0 Barbara Fordyce Secretary 1.00 X X 0 0 0 John Peterson Past Treasurer 1.00 X 0 0 0 Bryan Kruelle Board Member 1.00 X 0 0 0 Melvin Cheatem Board Member 1.00 X 0 0 0 Lawrence Graham Board Member 1.00 X 0 0 0 Adam Thompson Board Member 1.00 X 0 0 0 Stephanie Davy Board Member 1.00 X 0 0 0 Jamie Isom Board Member 1.00 X 0 0 0 Julie Jurek Board Member 1.00 X 0 0 0 Katy Burke Board Member 1.00 X 0 0 0 Donna Marget Board Member 1.00 X 0 0 0 Karen Mathias Saboe Board Member 1.00 X 0 0 0 Becky Hudlow Board Member 1.00 X 0 0 0 Joan Twiton Executive Director 40.00 X 152202 0 16165 Anita Silver Finance Director 40.00 X 106222 0 13627 Eva Fink Clinical Director of Offic 40.00 X 110963 0 6095 369387 0 35887 3 0 1 0 Lynda Barger 7023 Down Road Edina MN 55439 Psychiatric 111600 1 1015696 421245 1436941 Appointment fees 624100 5858437 5858437 Government healthcare assistance 624100 2265859 2265859 School contracts 624100 549793 549793 8674089 14423 14423 321370 185002 136368 136368 136368 12117 3610000 124 4220624 11993 -610624 -598631 -598631 9663190 8674089 136368 -584208 288216 232196 56020 6770467 5450973 1319494 116678 96634 20044 783630 649012 134618 504873 406586 98287 7081 7081 21078 21078 46832 46832 478698 476599 323 1776 4590 4097 435 58 37486 32267 2661 2558 52712 49024 3688 123371 83348 40023 8853 7662 1191 2414 1560 854 230363 157493 72870 137538 71933 65605 31708 24401 7307 Professional developmen 63794 59478 4316 Banking / merchant fees 54372 16814 37558 Maintenance 54359 54359 Miscellaneous 43551 33582 9969 100165 65220 34945 9962829 7918879 1992726 51224 105355 388318 1093 1415 241749 296994 565179 678444 5676 7522 510922 402099 4085859 108823 456097 510104 88575 1087295 3201933 6636878 5193553 207122 171291 10759 52732 118664 3321001 1072111 3180921 4652966 3481635 X 1953912 1703918 30000 8000 1983912 1711918 6636878 5193553 -299639 27645 0 X X 0 1 X 1 0 X 1599269 1397200 1167246 1036895 1436941 6637551 4750777 6459973 8110173 8225051 8674089 36220063 6350046 7857173 9277419 9261946 10111030 42857614 3785 3785 0 3785 3785 42853829 8164 9161 7396 14811 14423 53955 54913 98556 113898 125467 136368 529202 63077 107717 121294 140278 150791 583157 6413123 7964890 9398713 9402224 10261821 43440771 0.98650 0.98560 0.01340 0.01440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45096 39129 5967 465826 362970 102856 108823 Security deposit 38511 Right-of-Use asset 3163422 3201933 Lease liability 3180921 3180921 X 9875837 27645 185002 212647 9663190 0 9663190 10147831 185002 185002 9962829 0 9962829 Part X, Line 2: The Organization is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Minnesota Statute 290.05. It has been classified as an organization that is not a private foundation under Section 509(a)(3) of the Internal Revenue Code and charitable contributions by donors are tax deductible. However, certain activities of the Organization, to the extent profitable, may be subject to Federal and State taxation as unrelated business income. For the year ended December 31, 2024, the Organization's sole source of unrelated business income was rental income from the Affiliate. The Affiliate is taxed as a single owner limited liability company. As such, the Affiliate is a disregarded entity and does not pay federal or state corporate income tax on its taxable income. The Affiliate's income or loss is passed through to the Organization and reported on its nonprofit income tax returns as unrelated business income. Federal and state tax authorities generally have the right to examine the current and three previous years of income tax returns. The Organization is not currently under examination by any taxing jurisdiction. Part XI, Line 2d - Other Adjustments: Rental Expenses 185,002. Part XII, Line 2d - Other Adjustments: Rental Expenses 185,002. X X X X 1 Kelly Anderson 17738 Haralson Drive Eden Prairie MN 55347 Grant research and grant writing 0 140116 46832 93284 140116 46832 93284 MN X 0 0 0 0 0 0 0 0 0 Joan Twiton Executive Director 152202 0 0 0 0 0 375 0 15790 0 168367 0 0 0 Form 990, Part VI, Section B, line 11b The Form 990 will be reviewed by the Executive Director and Finance Committee of the Board upon its completion. The content will be discussed at a finance committee meeting prior to filing and prior to presentation to the board. At the board meeting, the board will approve the content and filing of the Form 990. Form 990, Part VI, Section B, line 12c Annually, all Officers, members of the Board of Directors, members of the Advisory Committee and key staff are asked to complete an annual disclosure statement regarding potential conflict of interest with Relate's activities. If something arises after the annual disclosure is made, then individuals are asked to disclose any potential conflicts at the earliest practical time. Conflict of interest statements are secured and reviewed annually by our audit firm with any conflict of interest being reported to the Executive Director. Also, at meetings of the Board of Directors, all disclosures of real or apparent conflict of interest shall be noted for the record in the minutes. Form 990, Part VI, Section B, line 15 It is the policy of Relate that the compensation paid to its employees is reasonable and competitive in relation to comparable positions in similar organizations, subject to budgetary considerations. The Executive Committee of the Board of Directors serves as the compensation committee with regard to setting the Executive Director's compensation. The Executive Director will set compensation in consultation with the Clinical Director, and annually with the Finance Committee and the Board. Members of these groups with a conflict of interest must recuse themselves from such action and may not participate in nor be present during any discussions, deliberations, or decisions of either the Executive, Finance Committee or Board. The Executive Committee sets the compensation of the Executive Director, and approves the compensation of all employees on the Form 990. The Executive Director salary is presented at an annual board meeting for final approval. The Executive Director sets the compensation of all other employees in accordance with the procedures set out in its Compensation Policy. The Executive Committee and Executive Director use comparability data prior to and in connection with the determination and approval of all compensation and benefits data from comparative tax exempt and, in some cases, taxable organizations for functionally comparable positions requiring similar skills, education, and experience; the location of the organization, independent pay surveys, the number of employees and the assets, budget or revenues supervised, and any other unusual challenges. The Executive Director documents all aspects of all proceedings regarding the comparability data. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy and audited financial statements available to the public upon request. The Form 990 is available on GuideStar.com Form 990, Part XII, Line 2c: This process has not changed from the prior year. Minnetonka West LLC 5125 County Road 101 STE 300 Minnetonka MN 55345 410993494 Rental MN 71833 222672 Relate