2020-03-19T13:55:45-05:00 2019-08-31 450250958 Eide Bailly LLP 24 2nd Ave SW Aberdeen SD 574014115 990 2018-09-01 237086355 United Way of Northeastern South Dakota Inc UNIT 6052250212 PO Box 1065 Aberdeen SD 574021065 Aaron Schultz Executive Director 6052250212 2020-01-16 1 Melissa White CPA P00851284 6052258783 2020-01-15 64.68.161.220 2020-01-16 09:27:38 CS P BC5D69018DD0989728A66455993545F79241C4E7 5A0493245940C5E50A0431F88941E31DA9F4B5ED 2018 2020-09-23 17:36:50Z Aaron Schultz PO Box 1065 Aberdeen SD 574021065 693875 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 2 585 0 0 793511 692114 0 0 -1820 933 0 828 791691 693875 543188 524650 0 0 137709 151466 0 0 74128 82999 58557 763896 734673 27795 -40798 349258 295247 5214 2483 344044 292764 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 565418 521777 Financial support of thirty-five programs through twenty member agencies less allocations funded through donor donations. These charitable organizations work to solve growing health and human service needs in Northeastern South Dakota, including helping seniors stay active and involved in our communities, helping our youth to build character and learn values, and helping provide emergency services in times of need. 1943 1943 In April of 2019, an estimated 200 local college athletes, coaches, and site leaders spent a labor intense day working for nonprofits, communities and schools, contributing approximately $25,000 worth of labor. The organization spearheaded the event, locating 11 projects based on need and merit. 930 930 In May 2019, United Way partnered with the National Association of letter carriers collecting and sorting over 25,000 pounds of non-perishable foods. The foods were distributed to The Salvation Army, Journey Home, Ipswich Tiger Post, and YAPA. 568291 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 2 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 Elect/President 1.00 0.20 X X 0 0 0 Paul Hopkins President/Past President 1.00 0.20 X X 0 0 0 Dana Oye Past President (Sept 2018-Dec 2018) 1.00 0.20 X X 0 0 0 Melinda Reints President Elect (Beginning Jan 2019) 1.00 0.20 X X 0 0 0 Scott Noeldner Treasurer 1.00 0.20 X X 0 0 0 Heidi Myhre Secretary 1.00 0.20 X X 0 0 0 Amy Jones Director (Sept 2018-Dec 2018) 0.50 0.00 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 Dr Timothy 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 Cody Hageman 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 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 Kevin Foss Director (Beginning Jan 2019) 0.50 0.00 X 0 0 0 Starla Siefkes Director (Beginning Jan 2019) 0.50 0.00 X 0 0 0 Aaron Shultz Executive Director 40.00 0.00 X 71000 0 11890 Angie Cleberg Executive Assistant 40.00 0.00 X 41750 0 12156 112750 0 24046 0 0 0 0 0 2000 15000 675114 692114 933 933 Miscellaneous Income 900099 828 828 828 693875 0 0 1761 524650 524650 142633 36462 53339 52832 8833 2914 3357 2562 11928 11928 12858 2433 6775 3650 7800 1560 3900 2340 1814 1814 7487 7487 891 178 446 267 1494 1494 Campaign expense 8306 8306 Miscellaneous expenses 2869 94 234 2541 Service charge fees 1630 1630 Membership dues 1480 1480 734673 568291 92254 74128 166348 141980 170702 138934 3414 3464 8554 5784 1013 2770 7781 8099 349258 295247 5214 2483 5214 2483 X 167810 158605 176234 134159 344044 292764 349258 295247 X -40798 -10482 X 0 1 X 0 0 X 740053 723437 765431 793511 692114 3714546 740053 723437 765431 793511 692114 3714546 257387 3457159 179 470 945 762 933 3289 342 3796 829 4967 3722802 0.92860 0.93400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8554 5784 2770 2770 X 672948 6500 6500 666448 27427 27427 693875 724228 6500 6500 717728 16945 16945 734673 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 10,241. Donor Designated Contributions not Reported as Revenue or Expense per GAAP 16,945. 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 16,945. 1 Helpline Center 1000 N West Ave Ste 310 Sioux Falls SD 571041314 237424387 501(c)(3) 30346 211 referral helpline Aberdeen Area Senior Center 1307 7th Ave SE Aberdeen SD 57401 466000010 Government 22500 Senior Center activities and Meals on Wheels Program Aberdeen Family YMCA 5 S State St Aberdeen SD 57401 430255779 501(c)(3) 125000 Youth Development Center, Youth Programs, Camp DreamMakers, Dolly Parton Imagination Library Boys and Girls Club of Aberdeen Area 1121 1st Ave SE Aberdeen SD 57401 237062273 501(c)(3) 90000 Memberships, activities, education programs, after school transportation Child and Adolescent Services Systems Program 805 1st Ave SE Aberdeen SD 57401 363957319 501(c)(3) 28475 Dental Van, Flex Funding for Families 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 Aberdeen Ride Line 205 N 5th St Aberdeen SD 57401 466000010 Government 8000 Transporation for youth, elderly, and people with disabilities Safe Harbor 2005 S Merton St Aberdeen SD 57401 460344310 501(c)(3) 96000 Kids Konnection, Crisis Intervention Programs The Salvation Army 1003 6th Ave SW Aberdeen SD 57401 222406433 501(c)(3) 40000 Material Economic Assistance, Area Food Services, Community Center Activities, and Emergency and Disaster Services SPURS PO Box 431 Aberdeen SD 574020431 460419119 501(c)(3) 30000 Theraputic Riding Program Youth-Adult Partnership of Aberdeen 225 3rd Ave SE Aberdeen SD 57401 466000010 Government 5000 Youth teen center activities Ipswich Tiger Post 318 2nd Ave Ipswich SD 57451 460450340 501(c)(3) 6300 After school center and summer programs 13 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 4 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 Officers who together with the immediate past president, the chair of the Publicity Committee, the chair of the Budget/Evaluation Committee, and the campaign chair will comprise the Executive Committee responsible to the Board of Directors for the day-to-day operations of the organization. The chair of the Publicity Committee, the chair of the Budget/Evaluation Committee and the campaign chair may be members of the United Way Board but are not required to be board members. 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. F. To ensure the continuation of an ongoing evaluation of staff, the personnel committee will meet on a quarterly basis. During the last quarterly meeting of the personnel committee for the calendar year, on-coming committee members will attend to ensure consistency in the administration of all personnel matters. 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 Scott Noeldner, 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 -10,241. 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