2022-03-22T11:25:25-05:00 2021-08-31 450250958 Eide Bailly LLP 24 2nd Ave SW Aberdeen SD 574014115 990 2020-09-01 237086355 United Way of Northeastern South Dakota Inc UNIT 6052250212 PO Box 1065 Aberdeen SD 574021065 Aaron Schultz Executive Director 6052250212 2022-03-21 1 Aaron Schultz 999009999 Melissa White CPA P00851284 6052258783 2022-03-20 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Aaron Schultz PO Box 1065 Aberdeen SD 574021065 894512 0 X www.uwnesd.org X 1970 SD To conduct annual campaigns to raise funds for the financial needs of various charitable organizations in Northeastern South Dakota. 23 23 2 341 0 0 891317 836202 0 0 1359 632 325 57678 893001 894512 624843 501109 0 0 158460 162452 0 0 80317 71532 88663 854835 752224 38166 142288 344972 435298 27834 3886 317138 431412 X The mission of the United Way of Northeastern South Dakota is to provide support for programs in the health and human service fields which reflect the needs of the area. The United Way will raise funds and establish and evaluate priorities for the distribution of the funds raised.To achieve this mission, United Way of Northeastern South Dakota will:A. Conduct an area wide fundraising campaign.B. Provide a flexible and responsive fund distribution program to member agencies who strive to meet area needs and reflect donor's interests.C. Build and maintain a collaborative partnership with member agencies so that the needs of the area may be served effectively. 0 0 538316 495776 Member Agency General Allocations: Financial support of 32 programs through 20 member agencies. Allocations are funded through individual, corporate, and grant donations. These charitable organizations work to solve health and human service needs in northeastern South Dakota. 5333 5333 Covid-19 Relief Fund: Responding to the urgent need by individuals and families in NE South Dakota, a temporary Fund was established to provide extra support to non-profits to help meet the increase demand in basic need services. Over $125,000 was raised for non-profits to use as a resource to help keep the community stable throughout the Covid-19 Pandemic. 2184 In April 2021, over 200 local college athletes, coaches, and site leaders spent a labor intense day working for nonprofits and community organizations, contributing $25,000 worth of labor. United Way of Northeastern SD spearheaded the event, locating 14 projects based on need and merit. 1623 In May 2021, United Way of Northeastern SD partnered with their local Letter Carriers collecting and sorting over 18,000 lbs. of non-perishable foods. The foods were distributed to Salvation Army and Journey Home. 1623 547456 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Angie Cleberg 6052250212 13 2nd Ave SE 1 Aberdeen SD 57401 Troy Holtey Director 0.50 X 0 0 0 Todd Forkel Director 0.50 X 0 0 0 Dave McNeil Director 0.50 X 0 0 0 Nicole Fischer Director 0.50 X 0 0 0 Jeff Evenson Director 0.50 X 0 0 0 Tarah Heupel Director 0.50 X 0 0 0 Starla Siefkes Director 0.50 X 0 0 0 Tony Portra Director 0.50 X 0 0 0 Dawn Imrie Director 0.50 X 0 0 0 Belinda Crompton Director 0.50 X 0 0 0 Terry Simon Director 0.50 X 0 0 0 Lisa Lenihan Director 0.50 X 0 0 0 Colleen Murley Director 0.50 X 0 0 0 Andrea Rose-Prehn Director (Feb 2021-Present) 0.50 X 0 0 0 Marje Kaiser Director (Feb 2021-Present) 0.50 X 0 0 0 Jason Pettigrew Director (Feb 2021-Present) 0.50 X 0 0 0 Erin Fouberg Director (July 2021-Present) 0.50 X 0 0 0 Kila LeGrand Director (July 2021-Present) 0.50 X 0 0 0 Tim Downs Director (Sept 2020-April 2021) 0.50 X 0 0 0 Dawn Williams Director (Sept 2020-Feb 2021) 0.50 X 0 0 0 Kristen Sauer Director (Sept 2020-Feb 2021) 0.50 X 0 0 0 Kevin Foss President 1.00 0.20 X X 0 0 0 Andy Rehder Director (Sept-Feb); President Elect (Feb-present) 1.00 0.20 X X 0 0 0 Heidi Myhre President Elect (Sept 2020-May 2021) 1.00 0.20 X X 0 0 0 Kip Hansen President, Past President 1.00 0.20 X X 0 0 0 Melinda Reints Secretary 1.00 0.20 X X 0 0 0 Cody Hageman Treasurer 1.00 0.20 X X 0 0 0 Angie Cleberg Communications/Impact Coor 40.00 X 46000 0 13845 Aaron Schultz Executive Director 40.00 X 76700 0 14767 122700 0 28612 0 0 0 0 0 10000 826202 7181 836202 632 632 Miscellaneous Income 900099 57678 57678 57678 894512 0 0 58310 501109 501109 152821 38993 57378 56450 9631 3178 3660 2793 14074 14074 5892 1179 2946 1767 6033 1207 3016 1810 7800 1560 3900 2340 1822 1822 24260 24260 8731 8731 777 155 389 233 2787 2787 Campaign Expense 12985 12985 Sponsorship Expense 1000 1000 Service Charge Fees 827 827 Bank Fees 667 667 1008 75 821 112 752224 547456 124451 80317 175645 289048 156289 129497 2638 2887 11256 6137 1976 5119 8424 8747 344972 435298 2834 3886 25000 0 27834 3886 X 145189 285110 171949 146302 317138 431412 344972 435298 X 142288 -28014 X 0 1 X 0 0 X 765431 793511 692114 891317 836202 3978575 765431 793511 692114 891317 836202 3978575 249224 3729351 945 762 933 1359 632 4631 3796 829 325 57678 62628 4045834 0.92180 0.92570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11256 6137 5119 5119 X 856082 0 856082 38430 38430 894512 741808 0 741808 10416 10416 752224 Part X, Line 2: The United Way of Northeastern South Dakota, Inc., and the Foundation are organized as South Dakota nonprofit corporations and have been recognized by the IRS as exempt from federal income taxes under IRS Section 501(a) as organizations described in IRC Section 501(c)(3), qualify for the charitable contribution deduction, and have been determined not to be private foundations. Each entity is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the entities are subject to income tax of net income that is derived from business actiuvities that are unrelated to their exempt purposes. The Organization determined that each entity is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990T) with the IRS. Management believes that each entity has appropriate support for any tax positions taken affecting its annual filing requirements and, as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Part XI, Line 4b - Other Adjustments: Uncollectible Pledges Netted with Revenue on Financial Statements 27,773. Donor Designated Contributions not Reported as Revenue or Expense per GAAP 10,416. Change in Cash Surrender Value of Life Insurance 241. Part XII, Line 4b - Other Adjustments: Donor Designated Contributions not Reported as Revenue or Expense per GAAP 10,416. 1 Aberdeen Area Senior Center 1307 7th Ave SE Aberdeen SD 57401 466000010 Government 18000 Meals on Wheels, Senior Activities Aberdeen Family YMCA 5 S State St Aberdeen SD 57401 430255779 501(c)(3) 119333 Youth Development Center, Youth Programs, Camp DreamMakers, Imagination Library Aberdeen Ride Line 205 N 4th St Aberdeen SD 57401 466000010 Government 7000 Transportation Assistance Boys and Girls Club of Aberdeen 1121 1st Ave SE Aberdeen SD 57401 237062273 501(c)(3) 91800 Membership, activities, education programs, after-school transportation, food CASSP 805 1st Ave SE Aberdeen SD 57401 363957219 501(c)(3) 29475 Dental Van, Flex Funding for Families Helpline Center 1000 N West Ave Sioux Falls SD 57401 237424387 501(c)(3) 3500 211 Services Lutheran Social Services 110 6th Ave SE Suite 200 Aberdeen SD 57401 460224731 501(c)(3) 12375 Counseling, New Beginnings Center Northeastern Mental Health Center 14 S Main St Suite 1E Aberdeen SD 57401 460253936 501(c)(3) 8500 Autism Services Safe Harbor 2005 S Merton St Aberdeen SD 57401 460344310 501(c)(3) 90000 Crisis Intervention, Kids Konnection SPURS 1006 130th St Aberdeen SD 57401 460419119 501(c)(3) 30000 Theraputic Riding Services Tiger Post PO Box 614 Ipswich SD 57451 460450340 501(c)(3) 6300 After-School and Summer Programs YAPA 225 3rd Ave SE Aberdeen SD 57401 466000010 Government 5000 Youth teen center activities American Red Cross 2925 E 57th St Sioux Falls SD 571084502 531096605 501(c)(3) 2000 Disaster Cycle Services Bethesda Home of Aberdeen 1403 15th Ave SE Aberdeen SD 57401 460367117 501(c)(3) 2500 Adult Day Health Services Boy Scouts - Sioux Council 800 N West Ave Sioux Falls SD 57104 460224599 501(c)(3) 4000 Scouting Program Cornerstones Career Learning Center 420 Roosevelt St Aberdeen SD 57401 460431867 501(c)(3) 2000 Adult Ed, Literacy Girl Scouts - Dakota Horizons 1101 S Marion Rd Sioux Falls SD 57106 460250744 501(c)(3) 2000 Scouting Program Hub Area Habitat for Humanity 126 S Main St Aberdeen SD 57401 460428510 501(c)(3) 2500 Brush with Kindness Program Senior Companions 4800 W 57th St Sioux Falls SD 57104 450228055 501(c)(3) 800 Senior Assistance Services Salvation Army 1003 6th Ave SW Aberdeen SD 57401 362167910 501(c)(3) 40000 Area Food Services, Community Center, Material Economic Assistance Aberdeen Area Senior Center 1307 7th Ave SE Aberdeen SD 57401 466000010 Government 1803 Covid Relief Fund Aberdeen Public Schools 1224 S 3rd St Aberdeen SD 57401 466000912 Government 3750 Covid Relief Fund 19 Part I, Line 2: Recipients of United Way dollars must report outcome measurement strategies each year as well as provide up to date audit information. Each grant generally runs for a one year time period. It is the role of the budget/evaluation committee to see that funds raised are wisely, honestly, and efficiently spent. Budget/evaluation committee volunteers represent the community interest, specifically the interests of the contributors on one hand and the recipients of service on the other. The budget/evaluation committee of United Way of Northeastern South Dakota consists of members of the board of directors and community volunteers. These individuals are divided into 3 teams and review agencies providing services in a specified field. The review includes site visits with the agency directors, a review of the financial statements of the agency, program information and other areas of management. The budget/evaluation committee recommends the level of funding for each agency to the full board of directors. The amount of allocations presented does not represent the campaign goal. This process is completed in the spring and early summer of each year. Once the campaign results are able to be projected, the committee will meet again to either increase or decrease allocations. In return for the resources mobilized through the budget/evaluation process, the agencies provide needed information on which to base fund raising requests and encourage contributions. Form 990, Part VI, Section A, line 1 The Executive Committee shall have the primary responsibility for carrying out the policies of the Corporation and other decisions of the Board of Directors and shall direct, control and supervise the president on policy matters. The Executive Committee shall be made up of current officers of the Board of Directors including President, Past President, Recording Secretary, and Treasurer. The Executive Director shall be an ex-officio member of the Executive Committee. Authority is hereby granted to the Executive Committee to borrow money for short-term cash flow problems only. The borrowed amount must be signed by two (2) United Way officers. A short term loan, for a period not to exceed sixty (60) days, may be approved only if there is a source of income from normal business such as pledges receivable or ordinary revenues, excluding the Community Emergency (Contingency) Fund. The Community Emergency Fund may not be expended without full Board approval. The Executive Committee shall select no fewer than one (1) member for each vacancy to be filled on the Board. Nominees can be selected only upon a majority vote of the Executive Committee. A secret ballot will be used based upon demand of any member of the committee. The names of the nominees shall be submitted in writing by the secretary of the corporation at least ten (10) days prior to the date of the Board of Directors meeting. Members can only be elected by a majority vote of the Board of Directors. The Executive Committee will be charged with responsibilities dealing with personnel. These will be: A. To develop a policy and procedure for staff salaries. B. To implement a staff evaluation with the approval of the Board of Directors. The staff will be formally evaluated annually by the personnel committee and their supervisors. C. To update personnel policies and job descriptions annually. D. To interview and make recommendations to the Board of Directors of any designated staff hiring. E. To mediate any disputes between staff members and supervisors. Form 990, Part VI, Section A, line 6 Any person, partnership, association or corporation contributing money or property to the corporation during an annual fundraising campaign shall thereby become a member of the corporation from the date of that contribution until the commencement of the next annual fund raising campaign. Any person, partnership, association or corporation contributing money or property, that meets the endowment guidelines, to the corporation's permanent endowment fund shall be a member of the corporation for perpetuity. Directors of the corporation shall also be members and the term of their membership shall run from the date of their election to the date their successor has qualified. All such members shall have full voting privileges at the annual or special meeting of the general membership of the corporation. Form 990, Part VI, Section A, line 7a Each member of the corporation shall have one vote at any annual or special meeting and must be present at such meeting in order to vote. Except as provided by law, and except as may from time to time be determined by the Board of Directors, the sole duties of the members shall be to elect persons as directors of the corporation at the annual meeting of the corporation. Form 990, Part VI, Section B, line 11b Aaron Schultz, Executive Director; Angie Cleberg, Executive Assistant; and Cody Hageman, Board Treasurer, reviews the 990. Following their review, the 990 is e-mailed to the full Board of Directors for review. Upon completion of the board's review, the 990 is filed. Form 990, Part VI, Section B, line 12c Board members disclose conflicts of interest annually. The Executive Director and Executive Assistant review the disclosures and share with committees if the disclosure is deemed a conflict. Board members with a conflict abstain from voting on issues involving the conflict. Form 990, Part VI, Section B, line 15 The Executive Committee of the Board of Directors meets to approve the Executive Director's and Executive Assistant's salary and benefits. The committee uses information provided by United Way Worldwide. United Way Worldwide has salary research and recommended guidelines for director level positions and above. They are based on the size of United Way organizations and the area of the country which they are located in. Written minutes are taken at the Executive Committee meeting regarding the deliberation of the approval of the Executive Director's and Executive Assistant's salary and benefits. Neither the Executive Director nor Executive Assistant is present during these deliberations. This process takes place annually in December. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy, and financial statements are available upon request. Form 990, Part XI, line 9: Change in Cash Surrender Value of Life Insurance -241. Uncollectible Pledges -27,773. United Way of NE SD Foundation PO Box 1065 Aberdeen SD 574021065 421568636 Supporting organization of the filing organization SD 501(c)(3) Line 12A N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0