2024-11-15T08:45:12-06:00 2023-12-31 391628949 JOHNSON BLOCK & CO INC 122 6TH STREET NORTH LA CROSSE WI 54601 990 2023-01-01 237376207 WINONA VOLUNTEER SERVICES INC WINO 5074525591 402 EAST 2ND STREET WINONA MN 55987 SANDRA BURKE EXECUTIVE DIRECTOR 5074525591 2024-11-14 1 1 CARRIE LEONARD P00583499 6087841890 2023 2024-10-15 13:58:12Z SANDRA BURKE 402 EAST 2ND STREET WINONA MN 55987 4257108 0 X WWW.WINONAVS.ORG X 1972 MN WITH DEDICATED VOLUNTEERS AND PARTNERS, WE HELP PEOPLE ADDRESS LIFE'S CHALLENGES IN A RESPECTFUL AND DIGNIFIED MANNER. WE DO THIS THROUGH COORDINATED ASSISTANCE, FOOD PROGRAMS, HOME DELIVERED MEALS, SPECIAL PROJECTS, NUTRITION EDUCATION AND CLOTHES SHOP. WVS RELIES ON VOLUNTEERS TO PROVIDE DIRECT ASSITANCE IN OUR MAJOR PROGRAMS. WVS WAS RECERTIFIED THROUGH THE POINTS OF LIGHT FOUDATION AS A SERVICE ENTERPRISE ORGANIZATION. THIS DEMONSTRATES HOW COMMITTED WVS IS TO EFFECTIVELY DELIVERING ON OUR MISSSION BY ALIGNING VOLUNTEER PASSIONS AND SKILLS WITH MEANINGFUL VOLUNTEER POSITIONS. 12 12 5 350 0 0 1357933 4037669 125630 122989 7890 -247795 4045 -21628 1495498 3891235 632544 600641 0 0 349189 356132 0 0 87938 318534 307741 1300267 1264514 195231 2626721 3067886 9057756 66774 3268672 3001112 5789084 X WITH DEDICATED VOLUNTEERS AND PARTNERS, WE HELP PEOPLE ADDRESS LIFE'S CHALLENGES IN A RESPECTFUL AND DIGNIFIED MANNER. WE DO THIS THROUGH COORDINATED ASSISTANCE, FOOD PROGRAMS, HOME DELIVERED MEALS, SPECIAL PROJECTS, NUTRITION EDUCATION AND CLOTHES SHOP. WVS RELIES ON VOLUNTEERS TO PROVIDE DIRECT ASSISTANCE IN OUR MAJOR PROGRAMS. WVS WAS RECERTIFIED THROUGH THE POINTS OF LIGHT FOUDATION AS A SERVICE ENTERPRISE ORGANIZATION. THIS DEMONSTRATES HOW COMMITTED WVS IS TO EFFECTIVELY DELIVERING ON OUR MISSSION BY ALIGNING VOLUNTEER PASSIONS AND SKILLS WITH MEANINGFUL VOLUNTEER POSITIONS. 0 0 745851 565157 WVS IS THE LARGER OF TWO FOOD SHELVES IN WINONA COUNTY. IN 2023, AN AVERAGE OF 892 HOUSEHOLDS VISITED THE FOOD SHELF EACH MONTH, A 27% INCREASE FROM 2022. FIRST TIME HOUSEHOLDS TOTALED 495, WHICH IS 150 MORE NEW HOUSEHOLDS THAN IN 2022.QUALIFYING HOUSEHOLDS HAVE INCOMES UP TO 300% OF THE FEDERAL POVERTY GUIDELINES. FOR EXAMPLE, A SINGLE-PERSON HOUSEHOLD MAKING $43,740 ANNUALLY ($21.00 AN HOUR OR LESS) OR A FAMILY OF FOUR MAKING $90,000 ANNUALLY IS INCOME-ELIGIBLE TO USE THE FOOD SHELF.THANKS TO 6,343 VOLUNTEER HOURS, WE DISTRIBUTED 604,255 POUNDS OF FOOD THROUGHOUT THE YEAR, 95,776 MORE POUNDS THAN IN 2022. THAT IS ROUGHLY 56 POUNDS OF FOOD PER VISIT. OF THE 606,739 POUNDS OF FOOD THAT CAME INTO THE FOOD SHELF, 60% WERE PURCHASED & TEFAP PRODUCTS FROM CHANNEL ONE FOOD BANK, 23% WAS RESCUED FOOD, 13% WERE COMMUNITY DONATIONS AND 4% WAS PURCHASED FROM OTHER VENDORS. OF THE 136,679 POUNDS OF FOOD RESCUED, 36% WALMART (49,745)) 13% HY-VEE (17,880) 13% KWIK TRIP (17,820) 13% BLUFF COUNTRY CO-OP (17,446) 12% TARGET (16,621) 8% MIDTOWN (11,119) 4% ALDI (6,048) 157569 HOME DELIVERED MEALS BEGAN LOCALLY IN 1971 AND SERVES QUALIFYING RESIDENTS OF THE CITIES OF WINONA AND GOODVIEW. VOLUNTEERS DELIVER MID-MORNING MEALS TO APPROXIMATELY 94 HOMEBOUND AND CONVALESCING ADULTS MONDAY THROUGH FRIDAY, YEAR-ROUND. 85 INDIVIDUAL VOLUNTEERS, 14 BUSINESSES AND 11 CONGREGATIONS COVER THE ELEVEN ROUTES. CLIENTS EITHER PAY FOR THEIR OWN MEAL AT $6.25 OR $6.75 WITH MILK OR ARE ON A WAIVER THROUGH THE COUNTY IN WHICH THEIR INSURANCE PAYS FOR THEIR MEALS. THE CLIENT SERVICES COORDINATOR QUALIFIES INDIVIDUALS FOR THIS PROGRAM, MONITORS THEIR MEAL REQUESTS, AND RECONCILES THE MONTHLY BILLING WITH INSURERS AND STEAK SHOP CATERING. OUR BOOKKEEPER SENDS THE RECONCILED BILLS TO THE CLIENTS. OUR PROGRAM IS NOT AFFILIATED WITH THE MEALS ON WHEELS DELIVERY SERVICE, WHICH IS FEDERALLY FUNDED, COORDINATED BY SEMCAC AND SERVES PEOPLE IN GREATER WINONA COUNTY. 118681 35484 OVER THE LAST COUPLE OF DECADES, WVS DEVELOPED THE COORDINATED ASSISTANCE PROGRAM. OUR PARTNERS- THE LOCAL CHURCHES, LAW ENFORCEMENT AND OTHER SERVICE PROVIDERS- TELL ANYONE LOOKING FOR ASSISTANCE THAT WVS IS THE ONE-STOP-SHOP IN WINONA COUNTY FOR PEOPLE EXPERIENCING UNEXPECTED CIRCUMSTANCES. OUR CLIENT SERVICES COORDINATOR UTILIZES A NETWORK OF COMMUNITY RESOURCES TO MAKE APPROPRIATE REFERRALS OR ISSUE VOUCHERS ACCORDING TO SPECIFIC GUIDELINES. SINCE WINONA HAS ABUNDANT RESOURCES, REFERRING INDIVIDUALS TO OUR CENTRALIZED HUB SAVES EVERYONE TIME, MAKES GETTING HELP SIMPLER, AND ULTIMATELY REDUCES DUPLICATION OF SERVICES. WVS IS ALSO FORTUNATE THAT A SPECIALIZED FUND FROM THE WINONA COMMUNITY FOUNDATION ALLOWS US TO ISSUE VOUCHERS FOR GASOLINE, BUS TICKETS, LODGING, DIAPERS, CAB RIDES, CLOTHING, RENT, DENTAL SERVICES AND ID'S, ETC. BASED ON EACH INDIVIDUAL'S CHALLENGING SITUATIONS. THROUGH THIS PROGRAM, 483 VOUCHERS WERE ISSUED TO 430 DIFFERENT HOUSEHOLDS TOTALING $38,247 IN FINANCIAL ASSISTANCE. ADDITIONALLY, 29 VOUCHERS WERE ISSUED FOR FREE CLOTHING AT OUR CLOTHES SHOP THROUGH MARCH.OUR COMMUNITY HEALTH WORKER SUCCESSFULLY CLOSED 114 PATHWAYS, INCLUDING MEDICAL, SOCIAL SERVICE AND STABLE HOUSING REFERRALS DURING THE FIRST EIGHT MONTHS OF THE YEAR. WE WERE DISAPPOINTED WHEN SHE TOLD US SHE ACCEPTED A POSITION AT WINONA COUNTY AND LEFT WVS IN SEPTEMBER 2023. WE HAVE NOT FILLED THIS POSITION AT THIS TIME. 35221 THE CLOTHES SHOPTHE CLOTHES SHOP PROVIDES LOW-COST, HIGH QUALITY CLOTHING TO TRENDSETTERS, BARGAIN HUNTERS, THE ECO-FRIENDLY AND ANYONE LOOKING FOR A GREAT DEAL. CLOTHES SHOP VOLUNTEERS DONATED 1,083 HOURS AND SOLD 17,800 ITEMS GENERATING $27,216 IN SALES IN THE THREE MONTHS BEFORE WE CLOSED THE STORE ON MARCH 31, 2023. 1,231 ITEMS WERE DONATED, SORTED, AND PUT OUT FOR SALE DURING THE SHORT TIME WE WERE OPEN.WE PLAN TO REOPEN THE CLOTHES SHOP IN JUNE 2024 WHEN CONSTRUCTION ON THE WEST SIDE OF THE BUILDING IS COMPLETED. THAT INCLUDES DEMOLISHING THE EXISTING 402 2ND STREET BUILDING, FINISHING THE ENTRANCES TO THE FOOD SHELF AND CLOTHES SHOP, COMPLETING THE LOADING DOCK AREA AND CREATING THE PARKING LOT. HOLIDAY PROJECTSWVS STAFF COORDINATES THE FREE CONGREGATE EASTER DINNER, COMPLIMENTS OF CHARTWELLS DINING SERVICE OUT OF ST MARY'S UNIVERSITY. TWENTY-SIX VOLUNTEERS DELIVERED 298 MEALS TO WINONA RESIDENTS ON EASTER SUNDAY. THE LION'S CLUB AND THE ELIZABETH CALLENDER KING FOUNDATION DONATED 450 HAM MEALS INCLUDING FRESH PRODUCE. INSTEAD OF OUR NORMAL ONE-DAY HOLIDAY FOOD BAG DISTRIBUTION, WE HAD THE HOLIDAY FOOD AVAILABLE IN THE FOOD SHELF FOR THE SHOPPERS TO SELECT FROM DECEMBER 1ST UNTIL IT WAS GONE. WE MADE THIS ADJUSTMENT DUE TO THE CONSTRUCTION OF THE NEW BUILDING. 35221 1057322 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X WINONA VOLUNTEER SERVICES 5074525591 402 EAST SECOND STREET WINONA MN 55987 PETER BAGSHAW PRESIDENT 7.00 X X 0 0 0 MATT ESCH VICE-PRESIDENT 1.00 X X 0 0 0 KEVIN MAHONEY TREASURER 1.00 X X 0 0 0 JULIE KOSIDOWSKI SECRETARY 1.00 X X 0 0 0 HEATHER BEIER DIRECTOR 1.00 X 0 0 0 KRISTIN BIESANZ DIRECTOR 1.00 X 0 0 0 MORGAN GISH DIRECTOR 1.00 X 0 0 0 NICK LARSON DIRECTOR 1.00 X 0 0 0 JESSIE RIVERS DIRECTOR 1.00 X 0 0 0 TIFFANY SCHINDELDECKER DIRECTOR 3.00 X 0 0 0 DAN WEIS DIRECTOR 1.00 X 0 0 0 JOLENE VASELAAR DIRECTOR 1.00 X 0 0 0 SANDRA BURKE EXECUTIVE DIRECTOR 40.00 X 93235 0 0 93235 0 0 0 0 0 0 0 770 24786 4012113 442545 4037669 PROG.SERV.REVENUE-EXCLUDED-990 122989 122989 122989 68919 68919 316714 -316714 -316714 -316714 27531 49159 -21628 -21628 3891235 -21628 0 -124806 600641 600641 93235 67264 10032 15939 212682 153436 22886 36360 29640 21384 3189 5067 20575 14844 2214 3517 44172 44172 7158 7158 8231 25 8206 43312 24775 18354 183 1723 1723 21342 17456 3702 184 11548 10508 808 232 FOOD PURCHASES 114278 114278 MISCELLANEOUS 29928 2876 596 26456 VOLUNTEER RECOGNITION 18198 18198 PROGRAM SUPPLIES 4041 4041 3810 438 3372 1264514 1057322 119254 87938 534590 773494 21776 847321 31716 1896700 21588 14207 54204 11199 3434 9159 3878456 307877 701752 3570579 1698826 0 0 1935097 3067886 9057756 66774 3268672 66774 3268672 X 2304153 3163478 696959 2625606 3001112 5789084 3067886 9057756 X 2626721 228175 -29830 -37094 X 0 1 X 1 0 X 1002624 1597584 1286918 1357933 4037669 9282728 1002624 1597584 1286918 1357933 4037669 9282728 1130909 8151819 5378 -198 -1074 7890 68919 80915 101916 129474 132541 125630 122989 612550 9976193 440296 0.81710 0.89940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 100000 100000 3680194 216991 3463203 98262 90886 7376 3570579 BENEFICIAL INTEREST ASSETS 1935097 1935097 X 4101645 228175 12065 240240 3861405 29830 29830 3891235 1313673 49159 49159 1264514 0 1264514 PART X, LINE 2: IN ACCORDANCE WITH PROFESSIONAL STANDARDS, THE ORGANIZATION FOLLOWS THE STATUTORY REQUIREMENTS FOR THEIR INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO THE ORGANIZATIONS TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: VALUE OF GOODS DONATED 49,159. REALIZED GAIN/LOSS IN BENEFICIAL TRUST -37,094. PART XII, LINE 2D - OTHER ADJUSTMENTS: VALUE OF GOODS DONATED 49,159. 0 CLIENT NEEDS - GENERAL 35484 FMV FOOD PURCHASED AND DONATED 565157 $ PER LB X 27215 SELLING PRICE OF CLOTHIN X 1 415530 $ PER LB FEEDING AMERICA 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT FIRM PRESENTS THE AUDIT AND 990 TO MEMBERS OF THE FINANCE COMMITTEE. THE FINANCE COMMITTEE REVIEWS THE INFORMATION AND ASKS QUESTIONS OR REQUESTS CLARIFICATION FROM THE AUDIT FIRM. ONCE ACCEPTED BY THE FINANCE COMMITTEE, A COPY OF THE AUDIT AND 990 ARE SCANNED TO THE WVS SECURE WEBSITE FOR BOARD MEMBERS TO REVIEW PRIOR TO THE NEXT BOARD MEETING. HARD COPIES OF THE AUDIT AND 990 ARE ALSO AVAILABLE TO BOARD MEMBERS. AT THE BOARD MEETING, THE FINANCE COMMITTEE REVIEWS THE HIGHLIGHTS FROM THEIR MEETING WITH THE AUDITOR. ONCE ALL QUESTIONS OR CONCERNS ARE ADDRESSED, THE BOARD VOTES TO FILE THE MN CHARITABLE ORGANIZATION FORM AND RELATED 990 AND TO ACCEPT THE INDEPENDENT AUDITORS REPORT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS READ AND SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. DURINGA BOARD VOTE, INDIVIDUALS WILL ABSTAIN FROM THE VOTE IF THEY HAVE A DIRECTRELATIONSHIP CONFLICT WITH THE OUTCOME OF THE MOTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE CONDUCTS ITS ANNUAL REVIEW OF THE EXECUTIVEDIRECTOR PRIOR TO THE END OF THE YEAR. THE EXECUTIVE COMMITTEE ALSO REVIEWSTHE CURRENT SALARY AND BENEFITS SURVEY FROM THE MINNESOTA COUNCIL OFNONPROFITS. BASED ON THE PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR, THECOMMITTEE RECOMMENDS THE EXECUTIVE DIRECTORS COMPENSATION FOR THE NEXTYEAR.THE EXECUTIVE DIRECTOR CONDUCTS ANNUAL REVIEWS OF THE STAFF BEFORE THE ENDOF THE YEAR AND PRIOR TO APPROVING THE BUDGET. BASED ON THEIR PERFORMANCEREVIEWS, THE EXECUTIVE DIRECTOR PRESENTS ANY CHANGES TO STAFF COMPENSATIONFOR THE NEXT BUDGET YEAR TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEEREVIEWS THE PROPOSED CHANGES IN COMPENSATION AS PART OF THE OVERALL BUDGETSETTING PROCESS AND POSTS THE PROPOSED BUDGET FOR ALL BOARD MEMBERS TOREVIEW AND COMMENT ON PRIOR TO THE JANUARY BOARD MEETING. THE NEW BUDGET,INCLUDING PROPOSED STAFF COMPENSATION, IS APPROVED BY THE FULL BOARD AT THEJANUARY BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE EXECUTIVE DIRECTOR WILL PROVIDE A COPY OF THE DOCUMENTS TO AN INDIVIDUAL UPON THEIR REQUEST. FORM 990, PART XI, LINE 9: REALIZED GAIN FROM INTEREST IN BENE -37,094.