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Assist older adults to age in their community with dignity and independence.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$24.6M
Program Spending
90%
of total expenses go to program services
Total Contributions
$24.5M
Total Expenses
▼$23.7M
Total Assets
$7.3M
Total Liabilities
▼$4M
Net Assets
$3.3M
Officer Compensation
→$450.9K
Other Salaries
$5.9M
Investment Income
$49.3K
Fundraising
▼N/A
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$8.1M
Awards Found
11
Department of Health and Human Services
$1.2M
UPPER MIDWEST PENSION RIGHTS PROJECT
Department of Health and Human Services
$1M
JUNIPER: BUILDING THE CASE FOR FALLS PREVENTION PROGRAMMING AT THE INTERSECTION OF COMMUNITY AND CLINICAL CARE
Department of Health and Human Services
$993.1K
EXPANDING DEMENTIA CAPABILITY THROUGH INNOVATION AND PERSON-CENTERED SOLUTIONS IN MINNESOTA
Department of Health and Human Services
$912.3K
PENSION COUNSELING AND INFORMATION PROJECTS
Department of Health and Human Services
$863.4K
FOSTERING ACCESS AND SUSTAINABILITY FOR JUNIPER HEALTH AGING IN MINNESOTA
Department of Health and Human Services
$673K
JUNIPER: BUILDING THE CASE FOR CHRONIC DISEASE SELF-MANAGEMENT EDUCATION AT THE INTERSECTION OF COMMUNITY AND CLINICAL CARE
Department of Health and Human Services
$599K
TO PROVIDE QUALITY COMPREHENSIVE PENSION COUNSELING INFORMATION AND REFERRAL THROUGHOUT THE STATES OF: MINNESOTA WIS
Department of Health and Human Services
$543.6K
FOSTERING ACCESS AND SUSTAINABILITY FOR FALLS PREVENTION IN MINNESOTA
Department of Health and Human Services
$538.1K
THE TRELLIS MID AMERICA PENSION PROJECT PROVIDES QUALITY, COMPREHENSIVE PENSION COUNSELING, INFORMATION AND REFERRAL SERVICES TO RESIDENTS IN THE REGION III STATES OF PA, OH, IN, MI, TN, AND KY.
Department of Health and Human Services
$538.1K
THE TRELLIS UPPER MIDWEST PENSION PROJECT PROVIDES QUALITY, COMPREHENSIVE PENSION COUNSELING, INFORMATION AND REFERRAL SERVICES TO RESIDENTS IN THE STATES OF MN, WI, IA, ND, SD AND NE.
Department of Health and Human Services
$291.6K
BUILDING NETWORK SCALE ACROSS STATE LINES AND INTO NEW SERVICES
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
10
Clean Audits
10
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2025 | Clean | Unmodified (Clean) | $10.3M | No | 2026-07-06 |
| 2024 | Clean | Unmodified (Clean) | $13.5M | No | 2025-07-23 |
| 2023 | Clean | Unmodified (Clean) | $15M | Yes | 2024-11-04 |
| 2022 | Clean | Unmodified (Clean) | $15.6M | Yes | 2023-09-24 |
| 2021 | Clean | Unmodified (Clean) | $16.1M | No | 2022-08-28 |
| 2020 | Clean | Unmodified (Clean) | $17.3M | No | 2021-10-09 |
| 2019 | Clean | Unmodified (Clean) | $10.2M | Yes | 2020-08-13 |
| 2018 | Clean | Unmodified (Clean) | $9.4M | Yes | 2019-10-09 |
| 2017 | Clean | Unmodified (Clean) | $9.7M | Yes | 2018-05-24 |
| 2016 | Clean | Unmodified (Clean) | $9.2M | Yes | 2017-05-11 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$10.3M
Financial Report
Unmodified (Clean)
Federal Expenditure
$13.5M
Financial Report
Unmodified (Clean)
Federal Expenditure
$15M
Financial Report
Unmodified (Clean)
Federal Expenditure
$15.6M
Financial Report
Unmodified (Clean)
Federal Expenditure
$16.1M
Financial Report
Unmodified (Clean)
Federal Expenditure
$17.3M
Financial Report
Unmodified (Clean)
Federal Expenditure
$10.2M
Financial Report
Unmodified (Clean)
Federal Expenditure
$9.4M
Financial Report
Unmodified (Clean)
Federal Expenditure
$9.7M
Financial Report
Unmodified (Clean)
Federal Expenditure
$9.2M
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $24.6M | $24.5M | $23.7M | $7.3M | $3.3M |
| 2023 | $23.7M | $23.5M | $24M | $7.7M | $2.5M |
| 2022 | $23.9M | $23.7M | $24.6M | $8.2M | $2.8M |
| 2021 | $24.1M | $23.9M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Federal grants: USAspending.gov (live)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Dawn Simonson | President And CEO | 40 | $161.3K | $0 | $24.6K | $185.9K |
| David Van Sant | Treasurer | 4.5 | $0 | $0 | $0 | $0 |
| Barb Blumer | Secretary | 4 | $0 | $0 | $0 | $0 |
| Kris Orluck | Immediate Past Chair | 3 | $0 | $0 | $0 | $0 |
| Vanne Owens Hayes | Chair | 7 | $0 | $0 | $0 | $0 |
| Mike Rothman | Vice Chair | 3 | $0 | $0 | $0 | $0 |
Dawn Simonson
President And CEO
$185.9K
Hrs/Wk
40
Compensation
$161.3K
Related Orgs
$0
Other
$24.6K
David Van Sant
Treasurer
$0
Hrs/Wk
4.5
Compensation
$0
Related Orgs
$0
Other
$0
Barb Blumer
Secretary
$0
Hrs/Wk
4
Compensation
$0
Related Orgs
$0
Other
$0
Kris Orluck
Immediate Past Chair
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Vanne Owens Hayes
Chair
$0
Hrs/Wk
7
Compensation
$0
Related Orgs
$0
Other
$0
Mike Rothman
Vice Chair
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Andrew Brown | VP Of Communications And Engagement | 40 | $118.2K | $0 | $26.9K | $145.1K |
| Mark Cullen | VP Of Strategy And Develop | 40 | $107.5K | $0 | $12.3K | $119.8K |
Andrew Brown
VP Of Communications And Engagement
$145.1K
Hrs/Wk
40
Compensation
$118.2K
Related Orgs
$0
Other
$26.9K
Mark Cullen
VP Of Strategy And Develop
$119.8K
Hrs/Wk
40
Compensation
$107.5K
Related Orgs
$0
Other
$12.3K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Adeel Lari | Board Member | 2 | $0 | $0 | $0 | $0 |
| Alison Colton | Board Member | 2 | $0 | $0 | $0 | $0 |
| Barbara Champlin | Board Member | 2 | $0 | $0 | $0 | $0 |
| Becky Stibbe | Board Member | 2 | $0 | $0 | $0 | $0 |
| Carla Zbacnik | Board Member | 2 | $0 | $0 | $0 | $0 |
| Ellie Zuehlke | Board Member |
Adeel Lari
Board Member
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Alison Colton
Board Member
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Barbara Champlin
Board Member
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
| $24.6M |
| $8M |
| $3.5M |
| 2020 | $25.2M | $25.1M | $24.7M | $9.7M | $3.9M |
| 2019 | $17.6M | $17.5M | $18.8M | $8M | $3.5M |
| 2018 | $19.4M | $19.2M | $16.7M | $7.9M | $4.6M |
| 2017 | $15.4M | $15.3M | $16.4M | $4.9M | $1.4M |
| 2016 | $16M | $15.8M | $15.8M | $4.9M | $2.4M |
| 2015 | $15.5M | $15.4M | $14.5M | $5.2M | $2.2M |
| 2014 | $14M | $13.9M | $14.3M | $4.2M | $1.2M |
| 2013 | $13.4M | $13.3M | $12.5M | $4.1M | $1.5M |
| 2012 | $11.6M | $11.6M | $11.5M | $3.5M | $561.9K |
| 2011 | $10.4M | $10.4M | $10.2M | $3.4M | $463.9K |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data | PDF not yet published by IRS |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2001 | 990 | — |
| 2 |
| $0 |
| $0 |
| $0 |
| $0 |
| Jeff Bangsberg | Board Member | 2 | $0 | $0 | $0 | $0 |
| Josh Berg | Board Member | 2 | $0 | $0 | $0 | $0 |
| Kathleen Dempsey | Board Member | 2 | $0 | $0 | $0 | $0 |
| Lisbeth Cachima | Board Member | 2 | $0 | $0 | $0 | $0 |
| Matthew Koncar | Board Member | 2 | $0 | $0 | $0 | $0 |
| Ram Rajagopalan | Board Member | 2 | $0 | $0 | $0 | $0 |
| Sarah Urtel | Board Member | 2 | $0 | $0 | $0 | $0 |
Becky Stibbe
Board Member
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Carla Zbacnik
Board Member
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Ellie Zuehlke
Board Member
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Jeff Bangsberg
Board Member
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Josh Berg
Board Member
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Kathleen Dempsey
Board Member
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Lisbeth Cachima
Board Member
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Matthew Koncar
Board Member
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Ram Rajagopalan
Board Member
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Sarah Urtel
Board Member
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0