2014-08-12T12:53:42-05:00 2013-09-30 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2012-10-01 410907135 SEMCAC SEMC 5078647741 204 SOUTH ELM STREET PO BOX 549 RUSHFORD MN 55971 WAYNE D STENBERG 5078647741 2014-08-12 1 JEAN CHRISTENSEN P00368719 6082741980 2014-08-12 2012 2015-11-30 17:44:51Z WAYNE D STENBERG 204 SOUTH ELM STREET PO BOX 549 RUSHFORD MN 55971 10697192 0 X WWW.SEMCAC.ORG X 1966 MN SEMCAC ASSISTS PEOPLE TO ACHIEVE OR MAINTAIN INDEPENDENCE AND SELF-RELIANCE THROUGH RESOURCES. 20 20 358 1571 29390 -10938 9075326 9573475 1804789 1022822 21763 -41269 26507 88321 10928385 10643349 1418360 1703358 0 0 5839627 5934970 0 0 83530 3273896 3546324 10531883 11184652 396502 -541303 4691232 4346457 1321922 1518450 3369310 2828007 X SEMCAC ASSISTS PEOPLE TO ACHIEVE OR MAINTAIN INDEPENDENCE AND SELF-RELIANCE THROUGH THEIR OWN AND COMMUNITY RESOURCES. 0 0 2614842 0 0 OLDER AMERICANS:SEMCAC SENIOR NUTRITION SERVES MID-DAY MEALS MONDAY THROUGH FRIDAY TO PERSONS 60 YEARS OF AGE OR OLDER AND THEIR SPOUSES, REGARDLESS OF AGE, THROUGH SENIOR CONGREGATE DINING AND MEALS ON WHEELS. THE PROGRAMS TARGET THE LOW-INCOME, NUTRITIONALLY AT RISK SENIOR. THE PROGRAMS PROMOTE HEALTHY LIVING BY (1) PROVIDING A MEAL THAT MEETS 1/3 OF RECOMMENDED DAILY ALLOWANCE STANDARDS, (2) OFFERING NUTRITION AND HEALTH-RELATED PRESENTATIONS AT OUR SITES, AND (3) PROVIDING OPPORTUNITIES TO SOCIALIZE AND PROVIDE MEANINGFUL VOLUNTEER DUTIES. FOR MOST PARTICIPANTS, THESE PROGRAMS PROVIDE THE MAIN MEAL OF THE DAY; AND, THE FACT THAT OUR MEALS ARE LOW COST AND AFFORDABLE ALLOWS THEM TO STAY WITHIN THEIR BUDGETS. STUDIES HAVE SHOWN THAT OUR PROGRAMS KEEP SENIORS LIVING IN THEIR OWN HOMES AND POSTPONE LONG-TERM CARE PLACEMENTS AS LONG AS POSSIBLE.SENIOR CONGREGATE DINING PROVIDES SENIORS WITH AN OPPORTUNITY TO RECEIVE A LOW-COST, NUTRITIOUS MEAL, ENJOY THE FELLOWSHIP OF NEIGHBORS AND FRIENDS, AND TAKE PART IN PROGRAMMING AND/OR VOLUNTEER ACTIVITIES. IN FISCAL YEAR 2013, SENIOR DINING EMPOWERED SENIORS TO MAINTAIN THEIR HEALTH AND NUTRITIONAL WELL-BEING, WHILE OFFERING EDUCATIONAL PROGRAMS AND AN OPPORTUNITY FOR SOCIALIZING, AS SHOWN THROUGH THE FOLLOWING RESULTS:- 245,032 HOT, NUTRITIOUS NOON MEALS WERE SERVED IN A CONGREGATE SETTING TO 6,007 SENIORS AT 54 SITES IN 11 COUNTIES.MEALS ON WHEELS PROVIDES THE HOMEBOUND SENIOR WITH THE SIMILAR MEAL DELIVERED TO THEIR HOME. SOME OF THE PARTICIPANTS ARE RECUPERATING FROM SURGERY OR ILLNESS, SOME ARE PHYSICALLY DISABLED, AND MANY ARE UNABLE TO SHOP AND COOK DUE TO LIMITATIONS BROUGHT ON BY ADVANCED AGE. LOCAL COMMUNITY VOLUNTEERS DO THE HOME DELIVERY. THEIR DAILY VISIT DOUBLES AS A SAFETY CHECK FOR THE MEALS RECIPIENT. THERE HAVE BEEN TIMES WHEN THIS SAFETY CHECK HAS RESULTED IN SAVING THE LIFE OF A SENIOR. IN FISCAL YEAR 2013, MEALS ON WHEELS HELPED SENIORS REMAIN IN THEIR OWN HOME AND MAINTAIN THEIR HEALTH AS SHOWN THROUGH THE FOLLOWING RESULTS:- 85,572 HOT, NUTRITIOUS MEALS WERE DELIVERED TO 587 SENIORS VIA THE MEALS ON WHEELS PROGRAM. 1,223 VOLUNTEERS DELIVERED THESE MEALS. THE SENIOR NUTRITION PROGRAM VOLUNTEERS DONATED 51,860 HOURS OF THEIR TIME. 2613894 0 0 CHILD EDUCATION SERVICES:SEMCAC HEAD START IS A HIGH QUALITY PROGRAM SERVING SIX COUNTIES IN SOUTHEAST MINNESOTA: DODGE, FILLMORE, HOUSTON, MOWER, STEELE AND WINONA. HEAD START IS FAMILY-FOCUSED; PARENTS AND TEACHERS WORK TOGETHER TO PLAN ACTIVITIES THAT SUPPORT EACH CHILD'S GROWTH AND WELL-BEING. MOST HEAD START FAMILIES HAVE INCOMES AT OR BELOW THE FEDERAL POVERTY LEVEL. CHILDREN PARTICIPATE IN A VARIETY OF EDUCATIONAL ACTIVITIES THAT ENCOURAGE A LOVE OF LEARNING AND LIFELONG HEALTHY HABITS. THE CHILDREN WORK ON THEIR LISTENING AND SPEAKING SKILLS. AS A RESULT, THEY LEARN TO GET ALONG WITH OTHERS, SOLVE PROBLEMS, AND GAIN CONFIDENCE. CHILDREN ALSO RECEIVE MEDICAL AND DENTAL CARE, HAVE HEALTHY MEALS AND SNACKS, AND ENJOY CREATIVE PLAY IN SAFE SETTINGS INDOORS AND OUTDOORS. CHILDREN LEAVE HEAD START MORE PREPARED FOR KINDERGARTEN, EXCITED ABOUT LEARNING AND READY TO SUCCEED. DURING THE 2012-2013 HEAD START PROGRAM YEAR, THE LIVES OF YOUNG CHILDREN AGES BIRTH TO 5 WERE ENRICHED AND THEIR FAMILIES WERE EMPOWERED AS SHOWN THROUGH THE FOLLOWING RESULTS:- 367 CHILDREN FROM 330 FAMILIES RECEIVED QUALITY LEARNING AND CARE.- 236 CHILDREN WERE SCREENED FOR DEVELOPMENTAL PROGRESS.- 222 CHILDREN TRANSITIONED FROM HEAD START TO KINDERGARTEN.- 39 CHILDREN RECEIVED SPECIAL EDUCATION AND RELATED SUPPORT SERVICES.- 474 PARENTS LEARNED AND EXHIBITED IMPROVED PARENTING SKILLS.- 92.6% OF CHILDREN WERE AT OR ABOVE THE RECOGNIZED INDICATORS FOR SCHOOL READINESS.- 215 FAMILIES RECEIVED AT LEAST ONE FAMILY SERVICE (SUCH AS HOUSING ASSISTANCE).- 354 CHILDREN WERE ENROLLED IN HEALTH INSURANCE COVERAGE BY THE END OF 2013. 1158675 219188 0 WEATHERIZATION: SEMCAC'S WEATHERIZATION ASSISTANCE PROGRAM PROVIDES ENERGY CONSERVATION HOME IMPROVEMENTS TO REDUCE ENERGY CONSUMPTION COSTS. EACH HOME IS INSPECTED BEFORE AND AFTER WORK IS DONE IN ORDER TO ENSURE THAT HOMES ARE MORE ENERGY EFFICIENT UPON PROJECT COMPLETION. HOMEOWNERS ARE MADE AWARE OF ALL AREAS OF THE HOME ON WHICH WORK WILL BE COMPLETED. IMPROVEMENTS MAY INCLUDE EXTERIOR WALL AND ATTIC INSULATION, AIR INFILTRATION AND BYPASS SEALING, AND THE TESTING, REPAIR OR REPLACEMENT OF THE HOME'S MECHANICAL SYSTEMS TO ENSURE EFFICIENCY AND SAFETY. THE WEATHERIZATION ASSISTANCE PROGRAM ALSO PROVIDES (1) EDUCATION TO CONSUMERS REGARDING HOME ENERGY EFFICIENCY AND SAFETY, (2) ENERGY AUDITS TO EVALUATE HOME ENERGY USAGE, (3) CONSERVATION IMPROVEMENT PROGRAMS IN COLLABORATION WITH LOCAL UTILITIES AND FUEL SUPPLIERS. HOMEOWNERS AND RENTERS WHO APPLY AND ARE ELIGIBLE FOR THE ENERGY ASSISTANCE PROGRAM ARE AUTOMATICALLY SCREENED FOR PARTICIPATION IN THE WEATHERIZATION ASSISTANCE PROGRAM. PRIORITY IS GIVEN TO HOUSEHOLDS WITH AT LEAST ONE SENIOR CITIZEN, INDIVIDUALS WITH A DISABILITY OR A CHILD, OR TO HOUSEHOLDS WITH THE HIGHEST HEATING COSTS. IN FISCAL YEAR 2013, WEATHERIZATION IMPROVED THE ENERGY EFFICIENCY OF PEOPLE'S HOMES AND REDUCED THEIR ENERGY CONSUMPTION AS SHOWN THROUGH THE FOLLOWING RESULTS:- 176 HOUSEHOLDS RECEIVED ENERGY AUDITS, WEATHERIZATION UPDATES AND ENERGY CONSERVATION EDUCATION, AFFECTING APPROXIMATELY 440 PEOPL.- 194 HOUSEHOLDS RECEIVED ENERGY-RELATED REPAIRS SUCH AS FURNACE REPLACEMENT. 1030864 258642 181999 COMMUNITY SERVICE:COMMUNITY SERVICE INCLUDES PROGRAMS OUTREACH & EMERGENCY SERVICES DEPARTMENTS. SEMCAC'S OUTREACH AND EMERGENCY SERVICES DEPARTMENT OFFERS A PERSONAL CONNECTION FOR HOUSEHOLDS STRUGGLING WITH FINANCIAL HARDSHIPS TO ACCESS THE AGENCY'S PROGRAMS AND SERVICES AND OTHER COMMUNITY RESOURCES. 855130 0 217366 TRANSPORTATION: SEMCAC'S VOLUNTEER DRIVER PROGRAM PROVIDES TRANSPORTATION FOR PERSONS AGE 60 AND OVER AND MEDICAL ASSISTANCE, BLUE PLUS AND UCARE CLIENTS TO MEDICAL AND DENTAL APPOINTMENTS. THOSE AGE 60 AND OVER MAY ALSO RECEIVE RIDES FOR PERSONAL APPOINTMENTS AND SENIOR CONGREGATE DINING. SEMCAC'S BUSES PROVIDE FARE-BASED TRANSPORTATION FOR THE GENERAL PUBLIC. RIDES ARE PROVIDED TO MEDICAL APPOINTMENTS, WORK, DAYCARE, PRESCHOOL, LOCAL BUSINESS NEEDS, SENIOR DINING AND OTHER SPECIAL REQUESTS. TRANSPORTATION FOR SPECIAL EVENTS MAY BE ARRANGED. ALL BUSES ARE ACCESSIBLE FOR INDIVIDUALS WITH DISABILITIES. 704024 497006 44740 HOUSING/HOUSING ASSISTANCE: SEMCAC'S COMMUNITY DEVELOPMENT DEPARTMENT STAFF IS AVAILABLE TO HELP COMMUNITIES IDENTIFY HOUSING NEEDS AND DETERMINE RESOURCES TO CREATE HOUSING DEVELOPMENT OR REHAB OPPORTUNITIES. THE AGENCY HAS A STRONG RECORD OF BOTH DEVELOPING AND REHABILITATING HOUSING AND IS ABLE TO COORDINATE MULTIPLE FUNDING SOURCE STREAMS TO BEST FIT A COMMUNITY'S NEEDS. 611228 192924 552708 HEALTH SERVICES: SEMCAC HAS TWO HEALTH SERVICES PROGRAMS, SENIOR & CAREGIVER ADVOCACY PROGRAM AND SEMCAC FAMILY PLANNING CLINIC. THE SENIOR & CAREGIVER ADVOCACY PROGRAM SUPPORTS AND EMPOWERS SENIORS AND CAREGIVERS BY ADDRESSING THEIR INDIVIDUAL NEEDS AND PREFERENCES, SO THAT THEY MAY REMAIN LIVING SAFELY AND INDEPENDENTLY IN THEIR OWN HOMES AND COMMUNITIES. 510177 449597 2007 ENERGY ASSISTANCE:THE ENERGY ASSISTANCE PROGRAM IS A FEDERALLY FUNDED PROGRAM ADMINISTERED THROUGH THE MINNESOTA DEPARTMENT OF COMMERCE. THE PROGRAM PROVIDES FINANCIAL ASSISTANCE TO HELP WITH A HOUSEHOLD'S WINTER HEATING BILLS. BOTH HOMEOWNERS AND RENTERS MAY APPLY. A HOUSEHOLD MUST COMPLETE THE APPLICATION PROCESS TO DETERMINE ELIGIBILITY AND THE AMOUNT OF THEIR UTILITY ASSISTANCE. FINANCIAL ASSISTANCE PAYMENTS ARE MADE DIRECTLY TO THE HOUSEHOLD'S UTILITY COMPANY. 507484 86001 5165 FOOD ASSISTANCE:CHILD & ADULT CARE FOOD PROGRAM ALLOWS HEAD START TO PROVIDE HEALTHY MEALS FOR CHILDREN IN THE PROGRAM AND TO MEET PERFORMANCE STANDARDS COVERING THE HEALTH AND WELL-BEING OF CHILDREN. FOOD ALSO INCLUDES THE EMERGENCY FOOD AND SHELTER PROGRAM THAT GRANTS FUND TO SEMCAC'S FOUR FOOD SHELVES TO BUY EMERGENCY FOOD. 4218907 1484170 1003985 10606318 1 1 0 1 0 0 0 0 1 0 1 0 0 0 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 1 0 0 0 1 173 0 1 358 1 1 1 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 MN X X CHUCK ROAMER 5078647741 204 SOUTH ELM STREET PO BOX 549 RUSHFORD MN 55971 TINA BELL 1.00 X 0 0 0 BRENDA BOETTCHER 1.00 X 0 0 0 RANDY DAHL 1.00 X 0 0 0 DAVE ERICKSON 1.00 X 0 0 0 RUTH FALLON 1.00 X 0 0 0 LENORE FRIES 1.00 X 0 0 0 POLLY GLYNN 1.00 X 0 0 0 KAREN JOHNSON 1.00 X 0 0 0 PATTY MILLER 1.00 X 0 0 0 GREG OLSON 1.00 X 0 0 0 STEVE SCHULDT 1.00 X 0 0 0 JANICE SCHULTZ 1.00 X 0 0 0 MARK SCHULTZ 1.00 X 0 0 0 CHRISTOPHER SHOFF 1.00 X 0 0 0 NEIL WITZEL 1.00 X 0 0 0 THERESA ZILM 1.00 X 0 0 0 LARRY CONNERY 1.00 X X 0 0 0 JOE HOFFMAN 1.00 X X 0 0 0 JANICE BALL 1.00 X X 0 0 0 JOHN BASHAW 1.00 X X 0 0 0 WAYNE D STENBERG 40.00 X 67361 0 11312 SHERRYL BRUNNER 40.00 X 45072 0 4218 112433 0 15530 0 0 0 0 WIPFLI LLP 2501 W BELTLINE HIGHWAY 401 MADISON WI 53708 113768 1 25789 7418526 2129160 277577 9573475 HEALTH SERVICES 621610 552708 552708 TRANSPORATION SERVICES 480000 217366 217366 COMMUNITY SERVICES 624200 181999 181999 HOUSING REVENUE 624200 44740 44740 WEATHERIZATION SERVICES 624200 18837 18837 7172 7172 1022822 12574 12574 53843 -53843 -53843 -53843 CATERING 722320 10553 10553 77768 77768 88321 10643349 1003985 29390 36499 1703358 1703358 176913 9660 156235 11018 4511664 4302384 168205 41075 123870 118167 4512 1191 549026 523027 20639 5360 573497 547897 20240 5360 7882 7882 54486 54486 258570 258570 21894 21894 665843 627973 37870 342844 317013 25831 92489 92489 16124 9338 6786 187190 187190 73871 73871 RSVP SERVICES 940231 939741 490 TRANSPORTATION PROGRAM 322195 322195 IN-KIND GOODS AND SUPPL 277576 277576 CHILD PROGRAM SERVICES 160855 160855 124274 105238 19036 11184652 10606318 494804 83530 1445 1445 1670533 1485321 941800 746094 443653 589803 288426 282359 146095 142195 116324 106349 2784693 1870618 995766 914075 87190 78816 4691232 4346457 756387 819934 144576 354605 172559 95509 248400 248402 1321922 1518450 X 2098817 1795294 1270493 1032713 3369310 2828007 4691232 4346457 -541303 0 X X 0 1 X 1 1 1 X 9400514 14338234 12470072 9075326 9573475 54857621 9400514 14338234 12470072 9075326 9573475 54857621 54857621 26345 22325 21797 19771 12574 102812 54960433 9222544 0.99810 0.85300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2882 2882 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE ORGANIZATION IS A MEMBER OF MINNESOTA COMMUNITY ACTION PARTNERSHIP AND A PORTION OF THE DUES IS FOR LOBBYING EXPENSE. 0 1 X 79301 79301 994117 387049 607068 1711275 1483569 227706 914075 X 10677471 34122 34122 10643349 0 10643349 11218774 34122 34122 11184652 0 11184652 PART IV, LINE 2B: SEMCAC ACTS AS THE FISCAL AGENT FOR THE BLUFF COUNTRY MINNESOTA MULTI-COUNTY HOUSING AND REDEVELOPMENT AUTHORITY, INC. AND SEMCAC HOUSING-RUSHFORD, INC. CASH HELD FOR FISCAL AGENTS ARE FUNDS HELD BY SEMCAC FOR THE OTHER NONPROFIT ORGANIZATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: SEMCAC IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. SEMCAC HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR THE FISCAL YEARS ENDED IN 2010, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 ENERGY ASSISTANCE 6655 449597 WEATHERIZATION ASSISTANCE 160 219188 CRISIS INTERVENTION AND LANGUAGE INTERPRETATION ASSISTANCE 846 258642 HOMELESS PREVENTION AND HOUSING REHABILITATION ASSISTANCE 531 497006 FOOD SHELF ASSISTANCE 8007 86001 USDA VALUATION COMMODITY FOOD HEALTH ASSISTANCE 1456 192924 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS OF ALL ASSISTANCE GIVEN TO PARTICIPANTS AND FOLLOWS COMPLIANCE ELIGIBILITY REQUIREMENTS WHEN SELECTING ELIGIBLE PARTICIPANTS. X 1 184667 USDA VALUE/POUND X 1 541 FAIR MARKET VALUE X SCHOOL SUPPLIES 1847 92368 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S GOVERNING BODY REVIEWS A DRAFT OF THE 990 AND APPROVES IT BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTERST FORM IS COMPLETED BY THE BOARD OF DIRECTORS EACH YEAR. FORMS ARE SENT TO THE ADMINISTRATIVE ASSISTANT, REVIEWED AND SIGNED. DISCLOSURE IS MADE TO THE FISCAL DEPARTMENT. THE OFFICER, DIRECTOR OR KEY EMPLOYEE WOULD NOT BE INVOLVED IN THE DECISION MAKING PROCESS IF THEY HAD A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 A STANDARD REVIEW FORM IS COMPLETED AND PERFORMANCE OF ALL STAFF IS EVALUATED. RATE INCREASES ARE GIVEN AS A RESULT OF THE EVALUATION WITH GUIDANCE FROM THE COST OF LIVING INCREASES SET BY THE BOARD. A COMPARISON IS CONDUCTED TO OTHER NON PROFIT ORGANIZATIONS AND THE GENERAL AREA MARKET. PERIODICALLY AN OUTSIDE COMPENSATION STUDY IS PERFORMED TO ASSURE WAGES PAID ARE COMPARABLE AND REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE FISCAL DIRECTOR, THE EXECUTIVE DIRECTOR, AND THE BOARD OF DIRECTORS PROVIDE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. MDI LIMITED PARTNERSHIP #78 1600 UNIVERSITY AVENUE SUITE 212 ST PAUL MN 551043825 412013319 LOW TO MODERATE INCOME AFFORDABLE HOUSING MN N/A RELATED -8 42172 0 1 0.00010 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE ORGANIZATION RELIED UPON THE SYSTEMS ENLISTED FROM THEIR CPA TO TRACK THE PREPARATION AND FILING OF THE EXTENSIONS TO FILE AS WELL AS THE 990. UPON DISCOVERY THAT THE CPA'S TRACKING SYSTEM FAILED AND AN EXTENSION TO FILE THE FORM 990 WAS NOT TIMELY FILED THE ORGANIZATION WORKED WITH THE CPA TO FILE FORM 990 AS SOON AS POSSIBLE. THE ORGANIZATION RESPECTFULLY REQUESTS THAT ALL INTEREST AND PENALTIES FOR LATE FILING BE ABATED.