2025-12-23T15:13:53-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2024-01-01 923327583 NUWAY MENTAL HEALTH CLINIC NUWA 6127670300 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 TOM MEIER TREASURER 6127670300 2025-12-23 1 1 KAREN A GRIES P00078514 6128764500 2025-12-23 2024 2025-03-06 01:10:19Z X DAVID VENNES 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 707712 0 X WWW.NUWAY.ORG X 2023 MN PROVIDES COMMUNITY-BASED MENTAL HEALTH COUNSELING SERVICES TO PERSONS IN NEED. 5 0 11 0 0 0 516963 190749 0 0 707712 0 0 665544 0 0 84841 750385 -42673 38652 81325 -42673 NUWAY MENTAL HEALTH CLINIC PROVIDES COMMUNITY-BASED MENTAL HEALTH COUNSELING SERVICES TO PERSONS IN NEED. 0 0 712955 0 190749 NUWAY MENTAL HEALTH CLINIC PROVIDES THREE MAIN SERVICES: MENTAL HEALTH THERAPY, DIAGNOSTIC ASSESSMENTS, AND MEDICATION MANAGEMENT. THE CLINIC EMPLOYES MENTAL HEALTH THERAPISTS OF VARIOUS LICENSES (LPCC, LICSW, LP) AND A PSYCHIATRIC NURSE PRACTITIONER. MHC OPENED IN MAY 1, 2024 AND SERVED 280 CLIENTS. A LARGE PERCENTAGE OF NUWAY'S CLIENTS HAVE A CO-OCCURRING DISORDER, AND IT IS CRITICAL THAT THEIR MENTAL HEALTH NEEDS ARE ADDRESSED IN ORDER FOR STABILIZATION AND PROGRESS TO OCCUR. 712955 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X TOM MEIER 6127670300 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 KENNETH ROBERTS CHAIR 1.00 53.00 X X 0 318582 136807 TOM MEIER TREASURER 1.00 53.00 X X 0 380319 270291 ANGELA HANSEN SECRETARY 1.00 53.00 X X 0 186814 20238 MONIQUE BOURGEOIS DIRECTOR 1.00 53.00 X 0 239579 107003 JOHN MILLER DIRECTOR 1.00 53.00 X 0 251458 179490 DAVID VENNES CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 480013 398650 LINDSAY GEPHART VP, MENTAL HEALTH 50.00 0.00 X 163707 0 34897 163707 1856765 1147376 1 0 1 0 0 516963 516963 PATIENT SERVICE REVENUE 624100 190749 190749 190749 707712 190749 0 0 548385 548385 15301 15301 59730 59730 42128 42128 37430 37430 5304 5304 5349 5349 10288 10288 44 44 3994 3994 8623 8623 MISCELLANEOUS EXPENSE 5208 5208 PROGRAM EXPENSE 3788 3788 LICENSES AND FEES 2582 2582 PROVIDER TAX 2231 2231 750385 712955 37430 0 29785 7833 4760 3726 0 1034 0 38652 81325 0 81325 X 0 0 0 0 0 -42673 0 -42673 0 38652 -42673 0 X 0 0 0 X 516963 516963 190749 190749 707712 707712 0 0 0 707712 707712 707712 X SCHEDULE A, PART III COLUMN (D) REPRESENTS THE FIRST YEAR OF OPERATIONS FOR THE ORGANIZATION AS EXEMPT STATUS WAS RECEVIED AS OF APRIL 4, 2023. THERE WAS NO ACTIVITY FOR TAX YEAR 2023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4760 3726 1034 1034 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. IT IS ALSO EXEMPT FROM STATE INCOME TAX. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THERE WAS NO UNRELATED BUSINESS INCOME TAX RECORDED FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023. THE ORGANIZATION'S TAX RETURNS ARE TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. ANY INTEREST AND PENALTIES WOULD BE INCLUDED IN INCOME TAX EXPENSE ON THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. 0 1 0 0 0 0 0 1 0 DAVID VENNES CHIEF EXECUTIVE OFFICER 0 338090 0 100000 0 41923 0 393720 0 4930 0 878663 0 0 TOM MEIER TREASURER 0 269660 0 72500 0 38159 0 255800 0 14491 0 650610 0 0 KENNETH ROBERTS CHAIR 0 242245 0 50000 0 26337 0 129958 0 6849 0 455389 0 0 JOHN MILLER DIRECTOR 0 188020 0 47500 0 15938 0 164999 0 14491 0 430948 0 0 MONIQUE BOURGEOIS DIRECTOR 0 195135 0 40000 0 4444 0 103073 0 3930 0 346582 0 0 ANGELA HANSEN SECRETARY 0 146679 0 39135 0 1000 0 12247 0 7991 0 207052 0 0 LINDSAY GEPHART VP, MENTAL HEALTH 142707 0 20000 0 1000 0 22897 0 12000 0 198604 0 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED AND PAID BY RELATED ORGANIZATION, NUWAY ALLIANCE. NUWAY ALLIANCE USES THE FOLLOWING TO ESTABLISH COMPENSATION: - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B NUWAY ALLIANCE, A RELATED ORGANIZATION, SPONSORED AN EXECUTIVE COMPENSATION PROGRAM. BEGINNING IN 2019, THE PROGRAM INCLUDED A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WITH SUBSTANTIAL RISK OF FORFEITURE WITH RISK BORNE BY THE PARTICIPANTS. PARTICIPANTS WERE EVALUATED ANNUALLY ON ORGANIZATIONAL HEALTH AND PERFORMANCE METRICS AGREED TO IN THE PREVIOUS YEAR, WHICH MUST BE ACHIEVED FOR CONTRIBUTIONS TO OCCUR. IN 2024, FIVE PERSONS PARTICIPATED: DAVID VENNES ($356,920); KENNETH ROBERTS ($93,941); MONIQUE BOURGEOIS ($70,333); TOM MEIER ($219,000); JOHN MILLER ($132,660). NO PAYOUTS OR DISTRIBUTIONS FROM THIS PLAN OCCURRED IN 2024 (OR IN ANY PRIOR YEAR) AND THE PLAN ACCOUNTS WERE LIQUIDATED AND USED TO PAY MANDATORY AMOUNTS OWED TO THE US GOVERNMENT. PART I, LINE 7 THE CHIEF EXECUTIVE OFFICER'S BONUS WAS DETERMINED AND PAID QUARTERLY BASED ON ADHERENCE TO BUDGET AND APPROVED BY THE BOARD. ALL OTHER BONUSES WERE DETERMINED BY THE CHIEF EXECUTIVE OFFICER, ALSO DETERMINED AND PAID QUARTERLY. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE - THE BOARD OF DIRECTORS MAY, BY ACTION OF A MAJORITY OF THE ENTIRE BOARD, DESIGNATE TWO OR MORE OF ITS MEMBERS AS AN EXECUTIVE COMMITTEE WHICH, TO THE EXTENT DETERMINED BY THE RESOLUTION OF THE BOARD, SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL MAINTAIN MINUTES OF EACH MEETING. FORM 990, PART VI, SECTION A, LINE 2 ALL OF THE BOARD MEMBERS OF THE ORGANIZATION HAVE A BUSINESS RELATIONSHIP THROUGH NUWAY ALLIANCE. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS. THE SOLE MEMBER OF THE CORPORATION IS NUWAY ALLIANCE. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, NUWAY ALLIANCE, SHALL DETERMINE THE NUMBER OF BOARD MEMBERS AND ELECT THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT IS AVAILABLE, THE RETURN IS REVIEWED BY MANAGEMENT AND CHANGES INCORPORATED BEFORE THE RETURN IS REVIEWED BY THE BOARD OF DIRECTORS, PRIOR TO THE RETURN BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS INTERESTED PERSONS. EACH INTERESTED PERSON ANNUALLY COMPLETES A CONFLICT OF INTEREST STATEMENT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. NUWAY HOUSE 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 416052957 SUPPORT HOUSING NEEDS FOR THE HOMELESS ADDICTS AND ALCOHOLICS MN 501(C)(3) LINE 10 N/A 0 NUWAY RECOVERY FOUNDATION 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 832935624 TO SUPPORT THE PURPOSES OF NUWAY HOUSE, INC. MN 501(C)(3) LINE 12A, I NUWAY HOUSE 0 COCHRAN RECOVERY SERVICES INC 2000 WHITE BEAR AVENUE MAPLEWOOD MN 55109 411234378 TO PROVIDE EDUCATION AND TREATMENT TO CHEMICALLY DEPENDENT INDIVIDUALS MN 501(C)(3) LINE 10 N/A 0 NUWAY ALLIANCE 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 842633989 TO SUPPORT THE PURPOSES OF NUWAY HOUSE, INC. MN 501(C)(3) LINE 12B, II NUWAY HOUSE 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0