Making
Connections
in unprecedented times
Annual Report
2020
How We Serve
Trellis (formerly Metropolitan Area Agency on Aging) provides services, information and innovations to achieve our mission of assisting individuals to age well and developing the capacity of communities to care for an aging population.
Trellis is the Area Agency of Aging for the seven-county metro area, including Anoka, Carver, Dakota, Hennepin, Ramsey, Scott and Washington counties. Many of Trellis’ initiatives and activities, including our Juniper® health promotion programs, have a broader geographic reach, across the state of Minnesota and, in some cases, across the nation.
As an Area Agency on Aging, we ensure services and policies are tailored to the needs and aspirations of the people living in local communities. We award federal Older Americans Act funding to organizations that provide services to older adults and caregivers and provide direct services to older adults and caregivers as part of the statewide Senior LinkAge Line®.
We are leading the charge on integrating health and social care to produce better life and health outcomes — and doing so in a way that delivers crucial services while containing escalating costs. Learn more at trellisconnects.org.
Board (2021)
Officers and committee chairs
Kris Orluck
Chair and
Executive Committee Chair
Retired Senior Coordinator, Maple Grove Parks and Recreation Board
Vanne Owens Hayes
Vice Chair
Cultural Consultant and Health Educator
Barb Blumer
Secretary
Attorney at Law,
Barb Blumer Law, P. A.
David Van Sant
Treasurer and
Audit and Finance
Committee Chair
Practice Leader at Netsmart
Iris Freeman
Governance Committee Chair
Adjunct Professor,
Mitchell Hamline School of Law Elder Law and Chronic Care Certificate Course
Sarah Urtel
Planning Committee Chair
Vice President, System Support, Ridgeview Medical Center & Clinics
Randy Maluchnik
Immediate Past Chair
Retired Carver County Commissioner
Members
Jeff Bangsberg
Retired Public Policy Initiative Leader, Minnesota Home Care Association
Edwina Garcia
Retired Richfield City Council Member
Kendall Johnson
Director, Quality Improvement and New Initiatives, Behavioral Health, Park Nicollet and Health Partners
Sumee Lee
Community Partnership Lead, Livio Health, Stella Care
Ram Rajagopalan
Medical Device Industry Solution Head at Virtusa, a Digital Transformation Company
Mike Rothman
Attorney at Law, Rothman Law and Consulting, LLC
John Selstad
Retired Gerontologist and Dementia Services Developer
Rebecca Stibbe
Director of Philanthropic Services, Saint Paul & Minnesota Foundation
Mary Youle
Retired VP of Housing and Community Services, LeadingAge MN
Leadership Team
Trellis’ leadership team guided the organization through the choppy waters of 2020 and with staff positioned our organization to thrive in 2021 and beyond. Current leadership team members reflect here upon the year past and the year ahead.
Brad Bettger
Vice President of Technology and Facilities
“We learned that technology is the backbone for a work-from-anywhere world, and I was proud that our technology solutions were up to the task.”
Mark Cullen
Vice President of Strategy and Operations
“By tapping our deep relationships throughout the community, and with the support of our service provider partners, we doubled the number of older adults we served over 2019 levels and brought new resources to the neighborhoods that needed help most.”
Amanda Wall Dotray
Vice President of Finance
“Trellis was awarded more than $10.2M in emergency funding in 2020, and we quickly got the funding out to communities most impacted by the pandemic. I’m proud of our organization’s ability to pivot yet maintain the highest level of excellence.”
Rebecca Ervasti
Vice President of Human Resources
“Our staff stepped up in a big way in 2020. They provided incredible support to our partners and the people we serve, and in a year of extreme social unrest and COVID fears they helped and supported each other.”
Renae Oswald-Anderson
Interim Director of Information & Services
“So impressed with Trellis’ commitment to older adults and to community partners. Collectively we are helping older adults thrive in a very challenging year.”
Julie Roles
Vice President of Communications
“2020 was significant for putting us on a path of reimagining and recasting how Trellis will meet the opportunities and challenges of an aging population.”
Dawn Simonson
President and CEO
“The pandemic demanded that we perform at the highest level possible – the lives of older adults were at stake. We responded with quick action, collaboration and innovation. I am grateful to our staff and partners.”
In Memoriam
David L. Garrison
May 2, 1956 – November 26, 2020
In was with great sadness that Trellis learned at the end of 2020 of the death of our colleague, Dave Garrison. Dave served in a number of roles with Trellis, and since 2017 as Senior Director of Information and Services. He was beloved across the organization and served as a role model, a mentor and an inspiration for many. His love of people was always at the forefront. His influence will be felt well beyond his time with us.
“Grieving allows us to heal, to remember with love rather than pain. It is a sorting process. One by one you let go of things that are gone and you mourn for them. One by one you take hold of the things that have become a part of who you are and build again.”
—Rachel Naomi Remen
Programs
Our programs provide services, information and connection for older adults and the people who care for them.
Funding to Community Partners
Trellis manages Older Americans Act funding and other federal and state funding that is awarded to community-based organizations that support older adults to live healthy and connected lives in their communities. The funding provides services such as home-delivered meals and group dining, caregiver support and respite care services, assisted transportation, health promotion, and chore and homemaker services.
Information and Assistance
In partnership with the Minnesota Board on Aging, Trellis provides Senior LinkAge Line® services in the Twin Cities metro area. During 2020, we had 88,000+ points of contact with older adults and caregivers providing information and resources on Medicare, housing, transportation, financial services and other community supports.
Juniper
Juniper® — a program of Trellis — delivers evidence-based health and wellness classes to help Minnesotans improve their health and reduce disease and injury. The Juniper network comprises community organizations, healthcare organizations and class leaders.
Pension and Retirement Rights
Trellis Pension and Retirement Rights (formerly Upper Midwest Pension Rights) provides free legal counseling to individuals with pension or retirement plan issues in six states—Minnesota, Wisconsin, Iowa, North Dakota, South Dakota and Nebraska.
ElderCare Development Partnerships
ElderCare Development Partnership team members help community organizations build capacity for serving older adults and caregivers. They connect individuals and groups and help to design new initiatives and collaborations across the metro area.
Dementia Friendly Initiatives
Trellis supports statewide initiatives to help people with memory loss to thrive. ACT on Alzheimer’s® equips communities to support people who are impacted by Alzheimer’s disease and other dementias. Dementia Friends Minnesota leads information sessions across the state. The Remember Project uses the arts to build dementia awareness. Dementia Friendly Dental Practices makes dental services work better for people with dementia.
Key Accomplishments
Funding Community Partners
Older Americans Act funding provides access to home-delivered meals, the ability to get to doctor appointments and help with cleaning and heavy chores. These services help people reduce stress, stay healthy and continue to live in their homes.
Our Older Americans Act (OAA) provider partners did extraordinary work in 2020 going above and beyond their usual excellence to meet the challenges of the COVID-19 pandemic and civil unrest.
One example can be seen in the number of older adults who received meals through our OAA nutrition providers in 2020 — 9,062; 3,007 more than in 2019.
In 2020, Trellis’ Older Americans Act Title III, State of Minnesota and federal emergency funding reached 61 organizations (through direct and sub-recipient awards)
$14.3 million
Serving 44,000*
* Individuals who received more than one
service may be counted more than once
Services funded
Nutrition
977,151 meals provided in group settings and delivered to individuals in their homes.
Older Americans Act | $2,667,305 |
COVID Emergency Funds | $5,459,730 |
Total | $8,127,035 |
Special Access
20,352 hours of services to individuals and 890 group events to overcome cultural/language barriers in making community and government services accessible.
Older Americans Act | $335,366 |
COVID Emergency Funds | $1,258,364 |
Total | $1,593,730 |
Caregiver Services
26,260 units of counseling, support group, and other assistance for caregivers of older adults.
Older Americans Act | $975,483 |
COVID Emergency Funds | $538,446 |
Total | $1,513,929 |
Assisted Transportation
29,644 rides for individuals who have difficulties (physical or cognitive) using other forms of transportation.
Older Americans Act | $291,541 |
COVID Emergency Funds | $779,878 |
Total | $1,071,419 |
Chore and Homemaker Services
27,070 hours of chore and homemaker services that help older adults manage while living in their own homes.
Older Americans Act | $235,598 |
COVID Emergency Funds | $703,580 |
Total | $939,178 |
Telephone Reassurance
44,058 calls with isolated older persons to provide social contact and ensure continued well-being.
Older Americans Act | $170,640 |
COVID Emergency Funds | $478,409 |
Total | $649,049 |
Legal Assistance/Education
6,799 hours of legal assistance.
Older Americans Act | $280,000 |
COVID Emergency Funds | $0 |
Total | $280,000 |
Health Promotion
72 classes that help people take preventative care to stay healthy, manage chronic conditions and prevent falls.
Older Americans Act | $107,435 |
COVID Emergency Funds | $0 |
Total | $107,435 |
BIPOC served
The following information includes individuals for whom we have demographic data. BIPOC stands for Black, Indigenous and People of Color.
Persons served
Total served – 15,091
White – 52%
BIPOC – 48%
Total BIPOC served – 7,257
Asian – 52%
Black/African American – 32%
Hispanic/Latino – 8%
American Indian/Alaska Native – 4%
Other – 4%
Community-based partner organizations
Amherst H. Wilder Foundation
Anoka County Community Action Program
Anoka County Human Services | Bhutanese Community Organization of MN
CAPI USA | Centro Tyrone Guzman | CLUES | CommonBond Communities
Community Action Partnership of Scott Carver Dakota
Consumer Directions | DARTS | Division of Indian Work
East Side Neighborhood Services, Inc.
Faith Community Nurse Network of the Greater Twin Cities | FamilyMeans
Help At Your Door | Jewish Community Center of St. Paul
Jewish Family & Children’s Service of Minneapolis
Jewish Family Service of St. Paul | Korean Service Center
Lao Advancement Organization of America | Living At Home Network
Longfellow Seward Healthy Seniors | Lutheran Social Service of MN
Lyngblomsten Services | Metro Meals on Wheels | Mid-Minnesota Legal Aid
NewTrax | Normandale Center for Healing and Wholeness
Northeast Youth & Family Services | Open Arms of Minnesota
Optage Senior Dining – Presbyterian Homes & Services
Pillsbury United Communities – Brian Coyle Community Center
Senior Community Services | SEWA – Asian Indian Family Wellness
Southeast Seniors | Southern MN Regional Legal Services
Touchstone Mental Health Services
United Cambodian Association of MN | Vietnamese Social Services
Volunteers of America MN & WI
Anoka County Community Action Program
Bhutanese Community Organization of MN
Community Action Partnership of Scott Carver Dakota
East Side Neighborhood Services, Inc.
Faith Community Nurse Network of the Greater Twin Cities
Jewish Community Center of St. Paul
Jewish Family & Children’s Service of Minneapolis
Jewish Family Service of St. Paul
Lao Advancement Organization of America
Longfellow Seward Healthy Seniors
Normandale Center for Healing and Wholeness
Northeast Youth & Family Services
Optage Senior Dining – Presbyterian Homes & Services
Pillsbury United Communities – Brian Coyle Community Center
SEWA – Asian Indian Family Wellness
Southern MN Regional Legal Services
Touchstone Mental Health Services
United Cambodian Association of MN
Information and Assistance
Trellis provides SeniorLinkage Line® services in the seven-county metro area. A dedicated staff of social workers, nurses and other professionals provide these services. They work diligently to understand each person’s unique situation and to find effective solutions to often complex problems.
29,997
Senior LinkAge
Line Calls
2,660
Hours
Contributed by
Volunteers
28,694
Preadmission
Screenings
164
In-Person and By Appointment
Medicare Counseling
Sessions
4,585
Clients Served in
the Community
1,729
People Reached
through Outreach
Presentations
Juniper: Your health. Your community.
The COVID-19 pandemic brought the importance of community to the forefront, and Juniper (yourjuniper.org) quickly pivoted to keep people connected. Starting in April 2020, Juniper offered its nationally recognized health promotion classes online. The live, online courses are facilitated by trained and certified leaders in small class sizes that ensure individual attention and meaningful community support.
In 2020, Juniper completed 230 classes with 2,195 participants.
Pension and
Retirement Rights
86 new clients
$385,945 retirement funds recovered
ElderCare Development Program
Technical support was provided to 46 Live Well at Home applicants
Assisted organizations were granted $3.19 million
Dementia Friendly
Initiatives
The Remember Project held events in five rural Minnesota communities; 21,238 Dementia Friends in Minnesota
Our work makes a positive impact on people’s lives
Telephone Reassurance call led to intervention against homelessness
“In our Telephone Reassurance program that Trellis supported with emergency funding during the COVID-19 pandemic, we reached out to an elderly woman who had in the past received our home-delivered meals,” notes an Optage staff member.
“Her husband answered the call and told us that his wife had been admitted to an assisted living community. Through the call, we discovered that when she moved to assisted living her husband lost their apartment because he couldn’t afford it by himself.” Optage learned that he was living in his car and, without a permanent address, he did not qualify for assistance. He had diabetes and was not getting the medicine he needed to control it. His diabetes had gotten so bad that he faced possible amputation of his leg.
Optage connected him with The Salvation Army, and they housed him up in a hotel where he will be able to stay long term. “We also connected him with the VA to assist with treatment for his diabetes and to provide access to the medication he so desperately needs.”
Gaining an $800 a month surviving spouse benefit
“Isabel” contacted Trellis Pension and Retirement Rights about her surviving spouse benefit after she was told by her husband’s former employer that they had no record of her eligibility. She was certain that she and her husband had selected the form of pension that provided a surviving spouse benefit.
Trellis Pension and Retirement Rights contacted the pension plan and filed a claim on Isabel’s behalf, citing the provision under the federal law (ERISA) that requires a pension plan to pay a surviving spouse benefit to the spouse after the death of the participant unless the spouse signs a valid waiver. Isabel had never signed any such waiver.
The claim was approved, and Isabel received a retroactive lump-sum payment of $4,565 and an ongoing monthly benefit of $801 for the remainder of her lifetime.
Stresses of the pandemic were magnified for Cambodian refugees
“Our seniors are mostly uneducated. Some don’t know how to write their own language, and they are afraid of technology,” noted Yorn Yan of the United Cambodian Association of Minnesota (UCAM). UCAM is the only human service organization in Minnesota dedicated to meeting the social service and other needs of the state’s Cambodian immigrants and refugees and is a recipient of Trellis’ Older Americans Act funding.
During the COVID-19 pandemic, UCAM staff and volunteers called isolated community members every day to check in about their mental and physical status. “Many have lived in refugee camps for a long while and the pandemic is making them relive some of that trauma,” continued Yan. UCAM also provided grocery delivery to community members and staff spent time talking with individuals receiving groceries.
“People are also very concerned about what is happening at home in Cambodia. COVID-19 spread quickly, and the government didn’t allow people to go anywhere or to buy anything for two to three weeks. Staff and family members sponsored tons of rice to be sent to ‘Red Zones’ where people in Cambodia can get supplies. This is another level of stress for people during a difficult and confusing time.”
Senior LinkAge Line specialists cut through red tape; find solutions
“Jackson” retired in January and used a special enrollment period to sign up for Medicare. He and his insurance broker called the Senior LinkAge Line® for help in finding a Medicare Part D drug plan. Maylee, a Senior LinkAge Line specialist, helped him select a plan and get enrolled for coverage starting in February. In February, he called back and said the plan hadn’t kicked in.
Maylee called Medicare and they confirmed that they had approved the plan. She also called the Part D provider who said they would investigate. In March, the plan had still not kicked in. Between March and May, Maylee and other SLL staff made four to seven calls a month to Medicare and the Plan D provider to help solve the problem. Finally, in mid-May, Jackson got a call from the provider telling him that his plan was approved and retroactive to February 1.
During this time, he had been paying $300 per month out of his pocket for medications. He will now be able to bill his insurance company and get reimbursed for those expenses. Getting the issue settled was a big relief for everyone, especially Jackson.
Social supports helped Pedro and his family rebound from job loss
Pedro moved to the United States from Mexico with his wife, two children and mother. He is the only wage earner in the family and when the pandemic started, he lost his job. He had some savings that he used to pay the mortgage and food, but these savings only lasted for a short time. He didn’t qualify for unemployment and, without resources, he decided to look for help.
“When he arrived at Centro Tyrone Guzman, he had a very high level of stress, and he didn’t know where to start to solve his problems. Knowing that he was taking care of his mother, we invited him to participate in our Wise Elders Families program,” noted Yoli Chambers, Adult & Aging Programs Administrator at Centro. “We were able to provide financial support, groceries and a walker for his mom using funding that Trellis provides under the Special Access program through the Older Americans Act and funding from Hennepin County and other Foundations.”
Pedro’s mom participates in Wise Elders Program activities that give her an opportunity to socialize with others and receive lunches two times per week. “With the walker that we provided, Pedro’s mom is able to be more independent and when the weather permits, she likes to go on little walks,” according to Chambers. “Pedro and his wife shared that they have learned so much and noticed his mother is happier. Recently, Pedro received an offer for a part-time job and the family is very excited about this.”
Diversity Equity Inclusion
Trellis increased our commitment to diversity, equity and inclusion during 2020. Under the leadership of 2020 board chair, Randy Maluchnik, the board made advancing equity a key strategic direction for 2020 to 2022.
Our goal is to become an equitable organization. To achieve our goal we will develop capacity for transformation among board and staff, align our communications, increase diversity in our staff/board and complete an equity assessment of our Older Americans Act funding.
Strategic Directions
2020 to 2022
NORTH STAR STATEMENT
We are committed to improving the lives of 1 million people by 2022
Be at the forefront
Trellis will be a leader in designing and delivering services for older adults and caregivers and an active advocate for meeting the evolving needs of older adults.
Demonstrate excellence
Trellis will improve organizational rigor and increase awareness of services that benefit older adults, caregivers and partners.
Advance equity
Trellis will broaden the availability of services to communities and populations of older adults that face disparities and are historically underserved.
Foster financial strength
Trellis will broaden our revenue-generating partnerships to increase the dollars available to further well-being for older adults.
Financial Report
January 1, 2020 to December 31, 2020
Balance sheet
Assets | |
---|---|
Cash and cash equivalents | $3,854,109 |
Grants, contracts and pledges receivable | 5,178,227 |
Prepaid expenses | 181,715 |
Property and equipment, net | 314,622 |
Other assets (software) | 215,706 |
Total Assets | $9,744,379 |
Liabilities | |
---|---|
Accounts payable | $5,156,441 |
Accrued expenses | 662,358 |
Leases and notes payable | 33,108 |
Total Liabilities | $5,851,907 |
Net Assets | |
---|---|
Without restriction | $1,266,860 |
With restriction | 2,625,612 |
Total Net Assets | $3,892,472 |
Total Liabilities and Net Assets | $9,744,379 |
Revenue and expense
Total Expenses by Program $24,820,505
Funding to community partners $14,281,774
Information and assistance $6,345,950
Juniper $1,994,170
Management and program development $1,652,445
Pension Rights $210,576
ElderCare Development Program $185,087
Dementia friendly initiatives $150,504
Statement of functional expenses
Program services | Management & general | Total | |
---|---|---|---|
Payroll | 7,015,606 | 744,522 | 7,760,128 |
Pass-through dollars to community partners | 14,281,774 | 0 | 14,281,774 |
Pass-though dollars to others | 323,170 | 0 | 323,170 |
Legal and audit | 26,240 | 18,740 | 44,979 |
Consulting | 715,774 | 121,936 | 837,710 |
Travel | 17,600 | 990 | 18,590 |
Training and conferences | 18,189 | 46,768 | 64,957 |
Communications | 63,335 | 6,532 | 69,867 |
Supplies | 261,594 | 71,237 | 332,831 |
Repairs and maintenance | 61,692 | 9,884 | 71,576 |
Facility | 218,128 | 370,505 | 588,633 |
Depreciation and amortization | 0 | 178,526 | 178,526 |
Insurance | 27,356 | 16,941 | 44,297 |
Advertising | 21,988 | 2,183 | 24,171 |
Other costs | 60,258 | 63,681 | 123,939 |
In-kind | 55,357 | 0 | 55,357 |
Total | $23,168,060 | $1,652,445 | $24,820,505 |
Our funding partners
We are grateful for the foundations, governmental units and businesses that help support our mission through grants, contracts and sponsorships
- Administration for Community Living
- AgeOptions
- Bader Philanthropies, Inc.
- Blue Cross Blue Shield of Minnesota
- Delta Dental Foundation of Minnesota
- F. R. Bigelow Foundation
- Hazel R. Mayo Endowment
- HealthPartners
- Margaret A. Cargill Philanthropies
- Mardag Foundation
- Minnesota State Arts Board
- Minnesota Board on Aging
- Minnesota Department of Health
- Minnesota Northstar Geriatrics Workforce Enhancement Program (MN GWEP)
- National Council on Aging
- Quality Health Associates of ND
- Spectrum Generations
- Texas Healthy at Home
Individual contributors
Jolene Anderson
Ann Bailey
Jeff Bangsberg
Barbara Blumer
Anita Boucher
Karen Brenteson
Elaine Carlson
Shari Claypool
Deb Courts-Brown
Mark Cullen
Margaret Dobias
Rebecca Ervasti
Tim Evans
Margot Fehrenbacher Lair
Iris Freeman
Charles Heinecke
Kelley Hempel
Michael Herman
William Holland
Brenna Horn
Trent Jaeger
Kendall Johnson
Troy Johnson
Mary Kaltinger
Kathleen Larson
Suzanne Madison
Randy Maluchnik
Tamara Mittelstadt
Sherilyn Moe
Grace Mortenson
Sherry Munyon
Amanda Nickerson
Jessica Nordman
Leon Oman
Thomas and Kristine Orluck
Vanne Owens Hayes
Kevin and Kathy Palmer
Kristin Pehoski
Julie Roles
Jen Rooney
Mike Rothman
John Selstad
Dawn Simonson
Aaron Sinner
Rebecca Stibbe
Thaddeus Stryker
Sarah Urtel
David Van Sant
Mary Van Sant
Stinson LLP
Kathy Vondrum
Amanda Wall Dotray
Joyce Walters
John Ward
Mary Youle
Trellis is funded in part by the Minnesota Board on Aging under the Older Americans Act.