2021-05-13T10:04:47-05:00 2020-08-31 450250958 Eide Bailly LLP 24 2nd Ave SW Aberdeen SD 574014115 990 2019-09-01 237086355 United Way of Northeastern South Dakota Inc UNIT 6052250212 PO Box 1065 Aberdeen SD 574021065 Aaron Schultz Executive Director 6052250212 2021-04-30 1 Melissa White CPA P00851284 6052258783 2021-04-29 2019 2022-09-23 18:48:47Z Aaron Schultz PO Box 1065 Aberdeen SD 574021065 893001 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. 22 22 2 175 0 0 692114 891317 0 0 933 1359 828 325 693875 893001 524650 624843 0 0 151466 158460 0 0 84223 58557 71532 734673 854835 -40798 38166 295247 344972 2483 27834 292764 317138 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. 1 0 560394 510048 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. 114795 114795 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. 675189 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 22 22 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 Kip Hansen President 1.00 0.20 X X 0 0 0 Paul Hopkins Past President (Sept-Feb) 1.00 0.20 X X 0 0 0 Melinda Reints President-Elect, Secretary 1.00 0.20 X X 0 0 0 Heidi Myhre Secretary, President-Elect 1.00 0.20 X X 0 0 0 Kevin Foss Secretary (Feb-Aug) 1.00 0.20 X X 0 0 0 Scott Noeldner Treasurer (Sept-Feb) 1.00 0.20 X X 0 0 0 Cody Hageman Treasurer (Feb-Aug) 1.00 0.20 X X 0 0 0 Dawn Imrie Director 0.50 0.00 X 0 0 0 Lisa Lenihan Director 0.50 0.00 X 0 0 0 Tim Downs Director 0.50 0.00 X 0 0 0 Kristen Sauer Director 0.50 0.00 X 0 0 0 Dawn Williams Director 0.50 0.00 X 0 0 0 Nicole Fischer Director 0.50 0.00 X 0 0 0 Dave McNeil Director 0.50 0.00 X 0 0 0 Todd Forkel Director 0.50 0.00 X 0 0 0 Tony Portra Director 0.50 0.00 X 0 0 0 Andy Rehder Director 0.50 0.00 X 0 0 0 Starla Siefkes Director (Feb-Aug) 0.50 0.00 X 0 0 0 Colleen Murley Director 0.50 0.00 X 0 0 0 Troy Holtey Director 0.50 0.00 X 0 0 0 Jeff Evenson Director 0.50 0.00 X 0 0 0 Tarah Heupel Director 0.50 0.00 X 0 0 0 Aaron Schultz Executive Director 40.00 0.00 X 76700 0 14767 Angie Cleberg Communications/Impact Coordinator 40.00 0.00 X 46000 0 13846 122700 0 28613 0 0 0 0 0 5000 886317 891317 1359 1359 Miscellaneous Income 900099 325 325 325 893001 0 0 1684 624843 624843 149251 38262 55772 55217 9209 3039 3499 2671 14601 14601 6348 1270 3174 1904 4656 931 2328 1397 7150 1430 3575 2145 1015 1015 94 94 7110 7110 794 159 397 238 2050 2050 Campaign Expense 17596 17596 Initiative Grant Expens 5198 5198 Service Charge Fees 1475 1475 Membership Dues 920 920 2525 57 888 1580 854835 675189 95423 84223 141980 175645 138934 156289 3464 2638 8554 6578 2770 1976 8099 8424 295247 344972 2483 2834 25000 2483 27834 X 158605 145189 134159 171949 292764 317138 295247 344972 X 38166 -13792 X 0 1 X 0 0 X 723437 765431 793511 692114 891317 3865810 723437 765431 793511 692114 891317 3865810 278067 3587743 470 945 762 933 1359 4469 342 3796 829 325 5292 3875571 0.92570 0.92860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8554 6578 1976 1976 X 862516 679 679 861837 31164 31164 893001 838142 679 679 837463 17372 17372 854835 Part X, Line 2: The Organization and the Foundation are exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code, and the organizations are not private foundations under the Internal Revenue Code. Each entity is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. Management has 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. The Organization believes it 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 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 13,551. Donor Designated Contributions not Reported as Revenue or Expense per GAAP 17,372. 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 17,372. 1 Aberdeen Area Senior Center 1307 7th Ave SE Aberdeen SD 57401 466000010 Government 20142 Senior Center activities and Meals on Wheels Program/Covid-19 Relief Fund Aberdeen Family YMCA 5 S State St Aberdeen SD 57401 430255779 501(c)(3) 128977 Youth Development Center, Youth Programs, Camp DreamMakers, Dolly Parton Imagination Library/Covid-19 Relief Fund Aberdeen Ride Line 205 N 5th St Aberdeen SD 57401 466000010 Government 7000 Transporation for youth, elderly, and people with disabilities American Red Cross 2925 E 57th St Sioux Falls SD 571084502 531096605 501(c)(3) 2000 Disaster Cycle Services Area IV Senior Citizen Planning Council 405 8th Ave NW Suite 203A Aberdeen SD 57401 237333814 501(c)(3) 12500 Covid-19 Relief Fund Avera St Luke's Foundation 305 S State St Aberdeen SD 57401 460224598 501(c)(3) 10000 Covid-19 Relief Fund 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 Boys and Girls Club of Aberdeen Area 1121 1st Ave SE Aberdeen SD 57401 237062273 501(c)(3) 94300 Memberships, activities, education programs, after school transportation/Covid-19 Relief Fund Child and Adolescent Services Systems Program 805 1st Ave SE Aberdeen SD 57401 363957319 501(c)(3) 31975 Dental Van, Flex Funding for Families Cornerstone Career Learning Center 420 S Roosevelt St Aberdeen SD 57401 460431867 501(c)(3) 2000 Adult Ed, Literacy DTOM 220 Foundation 13952 387th Ave Warner SD 57479 820917469 501(c)(3) 3000 Covid-19 Relief Fund Girl Scouts - Dakota Horizon 1101 S Marion Rd Sioux Falls SD 57106 460250744 501(c)(3) 2000 Scouting Program Helpline Center 1000 N West Ave Ste 310 Sioux Falls SD 571041314 237424387 501(c)(3) 20074 211 Services Hub Area Habitat for Humanity 126 S Main St Aberdeen SD 57401 460428510 501(c)(3) 2500 Brush with Kindness Program Ipswich Tiger Post 318 2nd Ave Ipswich SD 57451 460450340 501(c)(3) 14300 After school center and summer programs/Covid-19 Relief Fund Lutheran Social Services of South Dakota 705 E 41st St Suite 200 Sioux Falls SD 57105 460224731 501(c)(3) 12375 Counseling, New Beginnings Center Northeastern Mental Health Center 14 S Main St Ste 1E Aberdeen SD 57401 460253936 501(c)(3) 8500 Autism Sectrum Services Presentation College 1500 N Main St Aberdeen SD 57401 460280847 501(c)(3) 8400 Covid-19 Relief Fund Safe Harbor 2005 S Merton St Aberdeen SD 57401 460344310 501(c)(3) 90000 Kids Konnection, Crisis Intervention Programs Senior Companies 4800 W 57th St Sioux Falls SD 57104 450228055 501(c)(3) 800 Senior Assistance Services SPURS PO Box 431 Aberdeen SD 574020431 460419119 501(c)(3) 40000 Theraputic Riding Program/Covid-19 Relief Fund The Journey Home 502 E Melgaard St Aberdeen SD 57401 320201098 501(c)(3) 7000 Covid-19 Relief Fund The Salvation Army 1003 6th Ave SW Aberdeen SD 57401 222406433 501(c)(3) 86255 Material Economic Assistance, Area Food Services, Community Center Activities, and Emergency and Disaster Services/Covid-19 Relief Fund Youth-Adult Partnership of Aberdeen 225 3rd Ave SE Aberdeen SD 57401 466000010 Government 5000 Youth teen center activities 25 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 III, line 2 Covid-19 Relief Fund for non-profit agencies to provide funding for expenses related to Covid-19 programs. 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 -13,551. 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0