2023-10-30T15:24:52-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2022-01-01 237366680 UNITED WAY OF STEELE COUNTY UNIT 5074551180 1850 AUSTIN RD SUITE 103 OWATONNA MN 55060 ANNETTE DUNCAN PRESIDENT 5074551180 2023-10-13 1 ANNETTE DUNCAN 999009999 0 KATHERINE LUTZKE CPA P01760889 5072802300 2023-10-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANNETTE DUNCAN 1850 AUSTIN RD SUITE 103 OWATONNA MN 55060 1388529 0 X WWW.UNITEDWAYSTEELECOUNTY.ORG X 1974 MN SUPPORT OF QUALIFIED 501(C)3 AGENCIES 23 23 6 1016 0 0 1021183 1211521 0 0 13851 15685 68 1416 1035102 1228622 575275 590784 0 0 257574 269788 0 0 180096 222338 372192 1055187 1232764 -20085 -4142 1716372 1620750 588912 584102 1127460 1036648 TO CHANGE LIVES BY MOBILIZING AND OPTIMIZING THE CARING POWER OF OUR COMMUNITY 0 0 966347 590784 0 THE ORGANIZATION IS A NON PROFIT VOLUNTARY COMMUNITY ASSISTANCE AGENCY DEDICATED TO ALLOCATING PLEDGES RECEIVED, SUBSTANTIALLY ALL FROM STEELE COUNTY BUSINESSES AND INDIVIDUALS, TO VARIOUS OTHER AGENCIES TO BETTER SERVE THE COMMUNITY AND THE SURROUNDING AREA. SERVED 18 AGENCIES DURING THE YEAR. 966347 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X ANNETTE DUNCAN 5074561470 1850 AUSTIN RD STE 103 OWATONNA MN 55060 JANE ROLLOFF PRESIDENT 0.63 X X 0 0 0 TODD TROUT VICE PRESIDENT 0.63 X X 0 0 0 JEFFREY ELSTAD VICE PRESIDENT 0.63 X X 0 0 0 FAIZAL LAKHA VICE PRESIDENT 0.63 X X 0 0 0 STEPHANIE OLSON VICE PRESIDENT 0.63 X X 0 0 0 WARREN SIMONS TREASURER 0.63 X X 0 0 0 MATT BISSONETTE SECRETARY 0.63 X X 0 0 0 GRACE MCCLINTOCK DIRECTOR 0.63 X 0 0 0 CHRISTINA WETMORE DIRECTOR 0.63 X 0 0 0 TIM SCHAMMEL DIRECTOR 0.63 X 0 0 0 MATT DURAND DIRECTOR 0.63 X 0 0 0 STEPHANIE WANOUS DIRECTOR 0.63 X 0 0 0 RYAN GILLESPIE DIRECTOR 0.63 X 0 0 0 KAREN DUNCAN DIRECTOR 0.63 X 0 0 0 MICHAEL JOHNSTON DIRECTOR 0.63 X 0 0 0 JASON KLEEBERGER DIRECTOR 0.63 X 0 0 0 RACHEL PETERSON DIRECTOR 0.63 X 0 0 0 GINA MCGUIRE DIRECTOR 0.63 X 0 0 0 ABDULAHI OSMAN DIRECTOR 0.63 X 0 0 0 BEN FLEMKE DIRECTOR 0.63 X 0 0 0 TESSA HEYER-BROWN DIRECTOR 0.63 X 0 0 0 DAVE BERG DIRECTOR 0.63 X 0 0 0 PENG OLSON DIRECTOR 0.63 X 0 0 0 ANNETTE DUNCAN EXECUTIVE DIRECTOR 40.00 X 63182 0 11315 63182 0 11315 0 0 0 0 0 44724 7874 1158923 8020 1211521 16831 16831 147781 148927 -1146 -1146 -1146 0 44724 10980 -10980 -10980 FEE INCOME 561000 12396 12396 12396 1228622 0 0 17101 590784 590784 74497 74497 155156 30834 32171 92151 23409 6114 4456 12839 16726 7480 1986 7260 42889 21022 11057 10810 4206 4206 33252 23013 10239 65041 64913 128 14860 12013 2228 619 31448 13774 7486 10188 7100 5912 1169 19 10374 5079 1841 3454 902 902 5051 2095 1331 1625 CAMPAIGN PROMOTION 49582 16803 55 32724 STAFF EXPENSE 33678 33088 342 248 IMAGINATION LIBRARY 25979 25979 WORKSHOPS 25124 24152 934 38 22706 8795 5918 7993 1232764 966347 86321 180096 269696 410454 418982 158354 557648 504544 180 978 988 7023 5896 2029 1127 467039 537430 0 7673 1716372 1620750 9212 12046 578800 564383 900 0 0 7673 588912 584102 X 1097095 1031129 30365 5519 1127460 1036648 1716372 1620750 -4142 -86704 34 0 X X 0 1 X 1 0 X 1043950 1078325 992923 1021183 1211521 5347902 1043950 1078325 992923 1021183 1211521 5347902 1755079 3592823 10058 14286 11287 7115 16831 59577 1466 1409 826 4358 12396 20455 5427934 21748 0.66190 0.68650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 1,466. 2019 AMOUNT: $ 1,409. 2020 AMOUNT: $ 826. 2021 AMOUNT: $ 4,358. 2022 AMOUNT: $ 12,396. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7023 5896 1127 1127 INVESTMENTS - LONG TERM 537430 C 537430 RIGHT-OF-USE LEASE LIABILITY 7673 7673 X 1143269 -86704 34 5523 -81147 1224416 4206 4206 1228622 1234081 5523 5523 1228558 4206 4206 1232764 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATUTES OF THE STATE OF MINNESOTA. PART XI, LINE 2D - OTHER ADJUSTMENTS: OUT OF COUNTY EXPENSE -5,457. FUNDRAISING EXPENSE 10,980. PART XII, LINE 2D - OTHER ADJUSTMENTS: OUT OF COUNTY EXPENSE -5,457. FUNDRAISING EXPENSE 10,980. POWER OF THE PURSE 44724 44724 6326 4654 44724 44724 6326 4654 10980 -10980 1 BIG BROTHERS BIG SISTERS 545 DUNNEL DR OWATONNA MN 55060 363501479 501(C)(3) 43500 0 N/A N/A MENTORING PROGRAM BLOOMING PRAIRIE YOUTH CLUB 401-4TH ST SE BLOOMING PRAIRIE MN 55917 822127340 501(C)(3) 25000 0 N/A N/A EDUCATION & CAREER DEVELOPMENT CEDAR VALLEY SERVICES 415 N GROVE AVE OWATONNA MN 55060 410870082 501(C)(3) 29000 0 N/A N/A ACTIVITIES FOR SENIORS WITH DISABILITIES CHILDRENS REMEDIAL FUND 325 MEADOW LANE OWATONNA MN 55060 411465407 501(C)(3) 8000 0 N/A N/A CHILDREN'S REMEDIAL FUND CRISIS RESOURCE CENTER 125 W FRONT ST OWATONNA MN 55060 411782844 501(C)(3) 62000 0 N/A N/A DOMESTIC VIOLENCE PROGRAM/VIOLENCE PREVENTION EDUCATION EXCHANGE CLUB CENTER FOR FAMILY UNITY 209 E MAIN ST SUITE 1 OWATONNA MN 55060 363305404 501(C)(3) 18250 0 N/A N/A IN-HOME MENTORING/CHILD ABUSE PREVENTION HEALTHFINDERS COLLABORATIVE INC 133 SOUTHVIEW ST OWATONNA MN 55060 201805262 501(C)(3) 27500 0 N/A N/A PROVIDE PRIMARY CARE TO THOSE WHO LACK SUFFICIENT HEALTH INSURANCE LET'S SMILE INC 1280 COTTAGE LANE SE OWATONNA MN 55060 462672230 501(C)(3) 34500 0 N/A N/A DONATION TOWARDS PROMOTING ORAL HEALTH OWATONNA HEALTHY SENIORS PROGRAM 2250 26TH ST NW OWATONNA MN 55060 411885511 501(C)(3) 40000 0 N/A N/A NEIGHBOR TO NEIGHBOR PROGRAM SEMCAC 204 S ELM ST OWATONNA MN 55060 410907135 501(C)(3) 16250 0 N/A N/A SENIOR NUTRITION/REACH OUT FOR WARMTH/CAREGIVER & ADVOCACY PROGRAM SOUTH CENTRAL HUMAN RELATIONS CENTER 610 FLORENCE AVE OWATONNA MN 55060 410873733 501(C)(3) 7500 0 N/A N/A CARE PROGRAM/SAGE ENRICHMENT CENTER SOUTHERN MN REGIONAL LEGAL SERVICES 132 NORTH BROADWAY OWATONNA MN 55060 411316151 501(C)(3) 18000 0 N/A N/A GOVERNMENT BENEFITS PROGRAM COMMUNITY PATHWAYS OF STEELE COUNTY 155 OAKDALE AVE STE A OWATONNA MN 55060 411593592 501(C)(3) 66500 0 N/A N/A PROVIDE FOOD AND ESSENTIALS TO THOSE IN NEED STEELE COUNTY TRANSITIONAL HOUSING 560 DUNNELL DR STE 212 OWATONNA MN 55060 411946337 501(C)(3) 50000 0 N/A N/A EVICTION PREVENTION/TRANSITIONAL HOUSING WORKFORCE DEVELOPMENT INC 2070 COLLEGE VIEW RD E ROCHESTER MN 55904 411484613 501(C)(3) 24000 0 N/A N/A JOB READINESS RACHEL'S LIGHT 115 21ST ST NW OWATONNA MN 55060 822481115 501(C)(3) 30000 0 N/A N/A STABILIZATION SOMALI AMERICAN CULTURAL SOCIETY OF OWATONNA 201 E FRONT STREET OWATONNA MN 55060 900746889 501(C)(3) 25000 0 N/A N/A HOMEWORK HELP MEDFORD INDEPENDENT SCHOOL DISTRICT 750 2ND AVENUE SE MEDFORD MN 55049 416004065 GOVERNMENT 26348 0 N/A N/A CHILD CARE 18 0 PART I, LINE 2: THE USE OF GRANT FUNDS IS MONITORED BY THE ORGANIZATION'S COMMUNITY INVESTMENT COMMITTEE. THE PROCEDURES ARE UNIQUE TO EACH GRANTEE'S FINANCIAL SITUATION. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL REPRESENT THE UNITED WAY IN THE COMMUNITY AND ADVOCATE ITS INTERESTS; ENSURE THAT THE UNITED WAY AND ITS OFFICERS, DIRECTORS, AND STAFF ETHICALLY CONDUCT THEIR DUTIES IN ACCORDANCE WITH THEIR RESPONSIBILITIES; AND PERPETUATE THE UNITED WAY AND SAFEGUARD ITS INTEGRITY. TO CARRY OUT THESE DUTIES, THE EXECUTIVE COMMITTEE SHALL: (I) ACT AS A STEERING COMMITTEE; (II) REPORT TO, ADVISE AND MAKE RECOMMENDATIONS TO THE BOARD FOR FURTHER ACTION; (III) ACT IN THE PLACE OF THE BOARD ON MATTERS WHICH REQUIRE ACTION BETWEEN REGULAR BOARD MEETINGS, AND IN THOSE MATTERS EXERCISE ALL OF THE POWERS OF THE BOARD, BUT SHALL NOT TAKE ANY ACTIONS WHICH REQUIRE A SUPERMAJORITY OR VOTE OF MORE THAN A MAJORITY OF A QUORUM, NOR ELECT OR REPLACE ANY OFFICER OR DIRECTOR; AND (IV) PERFORM SUCH OTHER FUNCTIONS AS THE BOARD MAY DIRECT. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS DURING THEIR MONTHLY MEETING PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD AND STAFF ARE COVERED BY THE CONFLICT-OF-INTEREST POLICY. POTENTIAL CONFLICTS CAN BE REVIEWED AT THE POINT OF ANY DECISION. CONFLICTS ARE SELF-IDENTIFIED WHENEVER POSSIBLE. WHEN A VOTE IS ADDED TO AN AGENDA, THOSE THAT ARE NOT ELIGIBLE TO VOTE BASED ON WHAT WAS FILLED OUT ON THE CONFLICT-OF-INTEREST FORM ARE NOTIFIED TO ABSTAIN FROM THE VOTE AND DISCUSSION UNLESS SPECIFICALLY ASKED A QUESTION OR DIRECTLY ASKED FOR INPUT. MINUTES ARE TAKEN AT ALL MEETINGS. DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTING INTERESTS ANNUALLY IN WRITING. FORM 990, PART VI, SECTION B, LINE 15 REVIEWS ARE DONE BY A BOARD NOMINATED COMMITTEE. THE EXECUTIVE DIRECTOR WILL COMPILE INFORMATION ON COMPARABLE SALARIES AND RECOMMENDATIONS ARE MADE BASED ON FINDINGS SUBMITTED TO THE BOARD AND APPROVED AT A BOARD MEETING PRIOR TO AN OFFER BEING MADE. HISTORICAL DATA AND BUDGET ARE USED TO DETERMINE CURRENT SALARY. DELIBERATION AND DECISION ARE DOCUMENTED IN MEETING MINUTES. PROCESS IS CONDUCTED YEARLY, LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST PAGE 12, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE WHO OVERSEES THE AUDIT OF THEIR FINANCIAL STATEMENTS AND SELECTS AN INDEPENDENT ACCOUNTANT