2025-12-23T15:15:33-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2024-01-01 832935624 NUWAY RECOVERY FOUNDATION NUWA 6127670309 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 TOM MEIER TREASURER 6127670309 2025-12-22 1 1 KAREN A GRIES P00078514 6128764500 2025-12-22 2024 2025-03-06 01:10:19Z DAVID VENNES 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 9870180 0 X WWW.NUWAY.ORG X 2018 MN TO SUPPORT THE EXEMPT PURPOSES OF NUWAY HOUSE, INC. NUWAY RECOVERY FOUNDATION MADE PAYMENTS TO RECOVERY HOUSING PROVIDERS IN MINNESOTA TO ASSIST QUALIFIED INDIVIDUALS SUFFERING FROM SUBSTANCE USE DISORDERS (SUD). 5 0 46 0 0 0 9046491 8136350 254710 1240618 3947 -18077 158816 831 9463964 9359722 99425 0 0 0 821108 1531687 0 0 0 6116541 7773271 7037074 9304958 2426890 54764 4880889 4910117 657614 632078 4223275 4278039 TO SUPPORT THE EXEMPT PURPOSES OF NUWAY HOUSE, INC. 0 0 8813159 0 1240618 THE NUWAY RECOVERY FOUNDATION PROVIDED HOUSING SUPPORT AND RELATED SERVICES TO PERSONS IN EARLY RECOVERY FROM SUBSTANCE USE AND CO-OCCURRING MENTAL HEALTH DISORDERS. IN 2024, THE ORGANIZATION HELPED 800 PERSONS ACCESS RECOVERY HOUSING EACH MONTH, AND 60 PERSONS PER MONTH IN HOUSING SUPPORTS. THE ORGANIZATION'S SEARCHABLE HOUSING DIRECTORY WAS AVAILABLE TO THE PUBLIC ON THE INTERNET AND WAS A HIGHLY UTILIZED RESOURCE FOR FINDING RECOVERY HOUSING PROVIDERS. 8813159 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 1 103 0 1 46 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 S MINNEAPOLIS MN 55404 KENNETH ROBERTS CHAIR 1.00 53.00 X X 0 318582 136807 ANGELA HANSEN SECRETARY 1.00 53.00 X X 0 186814 20238 TOM MEIER TREASURER 1.00 53.00 X X 0 380319 270291 MONIQUE BOURGEOIS DIRECTOR 1.00 53.00 X 0 239579 107003 JOHN MILLER DIRECTOR 1.00 53.00 X 0 251458 179490 JOSEPH LALLY PRESIDENT 50.00 0.00 X 245115 0 17702 DAVID VENNES CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 480013 398650 MARIAN SPIESS RESIDENTIAL SERVICES DIRECTOR 10.00 40.00 X 0 209145 25280 SAM WOOLERY RECOVERY RESIDENCE RESOURCE DIRECTOR 50.00 0.00 X 138379 0 19364 383494 2065910 1174825 2 0 1 0 MEYER G BELKIN DBA ACT 2 RECOVERY 2500 PILLSBURY AVE S MINNEAPOLIS MN 55404 RECOVERY RESIDENCE FEES 390533 MARK J SCHWARTZ DBA RIGHT TIME SOBER LIV 461 ARLINGTON AVE W ST PAUL MN 55117 RECOVERY RESIDENCE FEES 367546 BETTER WAY SOBER LIVING 536 LEXINGTON PKWY S ST PAUL MN 55116 RECOVERY RESIDENCE FEES 301004 BSM MANAGEMENT CORP DBA BSM HOUSES 8014 OLSON MEMORIAL HWY 213 GOLDEN VALLEY MN 55427 RECOVERY RESIDENCE FEES 266240 MELANIE R PETERSON DBA SOBER HOUSING SOL 16018 QUINCE ST NW ANDOVER MN 55304 RECOVERY RESIDENCE FEES 232392 21 8136350 8136350 REVENUE HOUSING 532000 1240618 1240618 1240618 15338 15338 477043 510458 -33415 -33415 -33415 MISCELLANEOUS 900099 831 831 831 9359722 1240618 0 -17246 X 1268190 1218674 49516 40114 38637 1477 131743 126892 4851 91640 88437 3203 421962 421962 6467134 6466709 425 14027 13638 389 267939 264670 3269 17758 16039 1719 5443 4911 532 4274 3847 427 171136 168211 2925 PROGRAM EXPENSE 379775 379775 MISCELLANEOUS EXPENSE 21558 20517 1041 LICENSES AND FEES 2265 2202 63 9304958 8813159 491799 0 1555 424618 1074421 1151447 63911 153229 5000 0 3074566 158343 3442002 2916223 294000 264600 4880889 4910117 657614 632078 657614 632078 X 4223275 4278039 4223275 4278039 4880889 4910117 54764 0 X 0 0 0 X X X 1 NUWAY HOUSE INC 416052957 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3041480 158343 2883137 33086 33086 2916223 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 SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. ANY INTEREST AND PENALTIES WOULD BE INCLUDED IN INCOME TAX EXPENSE ON THE CONSOLIDATED STATEMENT OF OPERATIONS 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 JOSEPH LALLY PRESIDENT 244115 0 0 0 1000 0 12772 0 4930 0 262817 0 0 0 MARIAN SPIESS RESIDENTIAL SERVICES DIRECTOR 0 164107 0 44038 0 1000 0 24500 0 780 0 234425 0 0 ANGELA HANSEN SECRETARY 0 146679 0 39135 0 1000 0 12247 0 7991 0 207052 0 0 SAM WOOLERY RECOVERY RESIDENCE RESOURCE DIRECTOR 100850 0 25933 0 11596 0 16194 0 3170 0 157743 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 NUWAY RECOVERY FOUNDATION 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 NUWAY HOUSE, INC., A RELATED ORGANIZATION, HAS THE EXCLUSIVE AUTHORITY TO APPOINT, ELECT, AND REMOVE DIRECTORS OF THE BOARD OF DIRECTORS. THE TOTAL NUMBER OF DIRECTORS SHALL BE FIXED IN ACCORDANCE WITH THE BYLAWS OF THE ORGANIZATION. 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'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G SOBER HOUSING FEES: PROGRAM SERVICE EXPENSES 6,403,982. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,403,982. OTHER PROF. FEES: PROGRAM SERVICE EXPENSES 62,727. MANAGEMENT AND GENERAL EXPENSES 425. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,152. NUWAY HOUSE INC 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 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 INC 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 MENTAL HEALTH CLINIC 2217 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55404 923327583 PROVIDES COUNSELING SERVICES MN 501(C)(3) LINE 10 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0