2024-05-08T08:42:06-05:00 2023-06-30 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990 2022-07-01 363454285 SOUTHERN MINNESOTA INITIATIVE FOUNDATION SOUT 5074553215 525 FLORENCE AVE OWATONNA MN 55060 BRIAN CONZEMIUS VICE PRESIDENT/CFO 5074553215 2024-05-06 1 BRIAN CONZEMIUS 999009999 0 JULIE BOYER P01278549 2187275025 2024-05-06 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIMOTHY PENNY 525 FLORENCE AVE OWATONNA MN 55060 26349348 0 X WWW.SMIFOUNDATION.ORG X 1986 MN INVESTS FOR ECONOMIC GROWTH IN THE 20 COUNTIES OF SOUTH CENTRAL AND SOUTHEASTERN MINNESOTA. 15 15 34 15 -3591 0 18206800 4779553 184745 183507 3778487 927741 -5947 -13901 22164085 5876900 12999364 3006165 0 0 1916108 2042467 0 0 244723 1839672 1438748 16755144 6487380 5408941 -610480 67371961 69745601 9809939 8760569 57562022 60985032 X SOUTHERN MINNESOTA INITIATIVE FOUNDATION IS A REGIONAL DEVELOPMENT AND PHILANTHROPIC ORGANIZATION THAT FOSTERS ECONOMIC AND COMMUNITY VITALITY IN 20 COUNTIES OF SOUTHERN MINNESOTA THROUGH A CULTURE OF COLLABORATION AND PARTNERSHIP, WITH A FOCUS ON ENTREPRENEURS AND EARLY CHILDHOOD DEVELOPMENT. 0 0 2157441 658032 181332 SOUTHERN MINNESOTA INITIATIVE FOUNDATION PROVIDES GRANTS, LOANS AND TECHNICAL ASSISTANCE TO BUSINESSES, LOCAL GOVERNMENTS AND NONPROFIT ORGANIZATIONS THAT ACCELERATE THE CREATION OF NEW BUSINESSES AND INNOVATIVE VENTURES THAT WILL SHAPE OUR ECONOMY THROUGH PARTNERSHIPS IN OUR REGION. 3179451 2348133 0 SOUTHERN MINNESOTA INITIATIVE FOUNDATION PROVIDES GRANTS, EDUCATIONAL RESOURCES AND TECHNICAL ASSISTANCE TO LOCAL GOVERNMENTS, COMMUNITY PARTNERSHIPS AND NONPROFIT ORGANIZATIONS IN EARLY CHILDHOOD EDUCATION. THE EARLY CHILDHOOD PROGRAM PROVIDES RESOURCES THAT STRENGTHEN EARLY CHILDHOOD EFFORTS SO THAT YOUNG CHILDREN WILL HAVE A HEALTHY LIFE OF LEARNING, ACHIEVING AND SUCCEEDING. 130584 2175 SOUTHERN MINNESOTA INITIATIVE FOUNDATION ADMINISTERS THE AMERICORPS-SOUTHERN MINNESOTA GRANT FOCUSING ON EARLY CHILDHOOD. SUPPORTED AMERICORPS MEMBERS SERVE IN NON-PROFITS AND SCHOOLS THROUGHOUT THE 20 COUNTY AREA WORKING WITH PRESCHOOL CHILDREN ON EARLY LITERACY, SOCIAL-EMOTIONAL, AND SCHOOL READINESS SUPPORT. 5467476 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 41 0 1 34 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 MN X BRIAN CONZEMIUS 5074553215 525 FLORENCE AVE OWATONNA MN 55060 TIMOTHY PENNY PRESIDENT/CEO 40.00 X 163258 0 39664 BRIAN CONZEMIUS VICE PRESIDENT/CFO 40.00 X 133350 0 14876 PAMELA BISHOP VP OF ECONOMIC DEVELOPMENT 40.00 X 110771 0 31850 RAE JEAN HANSEN VP OF EARLY CHILDHOOD 40.00 X 116753 0 6661 CARISA BUEGLER MEMBER AT LARGE 2.00 X 0 0 0 MATT COY MEMBER AT LARGE 2.00 X 0 0 0 XAVIER FRIGOLA DIRECTOR 2.00 X 0 0 0 MATT GOLDADE DIRECTOR 2.00 X 0 0 0 BRAD HOINESS MEMBER AT LARGE 2.00 X 0 0 0 IBRAHIM HUSSEIN MEMBER AT LARGE 2.00 X 0 0 0 JAMILA IBRAHIM DIRECTOR 2.00 X 0 0 0 HEATHER MILLARD MEMBER AT LARGE 2.00 X 0 0 0 ANGEL URIBE MEMBER AT LARGE 2.00 X 0 0 0 JAKE ANDERSON TREASURER 2.00 X X 0 0 0 ERIN BAILEY SECRETERY 2.00 X X 0 0 0 CASSIE HARRINGTON CHAIR (OFFICER) 2.00 X X 0 0 0 ERIN MEIER SECRETERY 2.00 X X 0 0 0 CHRIS SCHAD DIRECTOR 2.00 X X 0 0 0 SHAWN VOGT SWEEN VICE CHAIR 2.00 X X 0 0 0 524132 0 93051 4 0 1 0 0 5743 900082 3873728 771589 4779553 LOAN INTEREST 525990 145407 145407 PROJECT FEES & REVENUE 525990 38100 38100 183507 1574737 1574737 19796014 20443010 -646996 -646996 -646996 19128 5743 29438 -10310 -10310 WINONA REAL ESTATE FUND LP 901101 1043 1043 NORTHFIELD REAL ESTATE FUND II LL 901101 -433 -433 OWATONNA REAL ESTATE FUND LP K-1 901101 -4201 -4201 -3591 5876900 183507 -3591 917431 2888158 2888158 118007 118007 355328 255357 66569 33402 1339068 979453 232150 127465 58272 41877 10917 5478 173656 124798 32446 16412 116143 68997 35658 11488 48546 2867 45679 255436 255436 354203 329919 16139 8145 140046 122275 2693 15078 83087 74869 8218 3718 2274 375 1069 7392 5381 1215 796 57117 19385 31112 6620 80991 78260 1577 1154 8710 8586 75 49 33802 24610 5554 3638 47763 34774 7848 5141 OPERATING EXPENSES 217663 204385 6516 6762 JANITORIAL & MAINTENANC 82857 70610 12247 0 DUES AND SUBSCRIPTIONS 17417 12634 2757 2026 6487380 5467476 775181 244723 5826848 4412240 1453564 326794 3915976 3573716 91671 64779 1102629 677728 458703 424901 55559567 60927082 65632 16089 67371961 69745601 166867 199510 1140176 10000 200317 1266396 3013526 1620881 5289053 5663782 9809939 8760569 X 21650500 23481869 35911522 37503163 57562022 60985032 67371961 69745601 X -610480 4029899 3591 X X 0 1 X 1 1 1 X 3637021 3019110 15422166 18206800 4779553 45064650 3637021 3019110 15422166 18206800 4779553 45064650 3367276 41697374 1170275 1093380 1265809 2242092 1574737 7346293 27650 6316 13882 47848 52458791 1037903 0.79490 0.81050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 1750 0 0 1 10500 0 0 12250 0 PART II-B, LINE 1: SUPPORT FOR EARLY CHILDHOOD AND ECONOMIC DEVELOPMENT PROGRAMS 16 198297 670500 3555328 1 1 42775397 1339007 4243536 1858577 46499363 49348545 1606157 -6524466 1654839 42775397 39807166 841819 10273770 1574210 49348545 38790595 832429 1521922 1337780 39807166 37308295 1344200 1439538 1301438 38790595 0.29801 0.55174 0.15025 0 0 68687 68687 744825 421758 323067 289117 255970 33147 424901 INVESTMENT IN PRIVATE COMPANIES 954134 F ENDOWMENT FUNDS 46446242 F OTHER INVESTMENTS 13526706 F 60927082 REFUNDABLE ADVANCES 1341804 ASSETS HELD FOR OTHERS 4321978 5663782 X 9684392 4029899 3591 4033490 5650902 255436 -29438 225998 5876900 6261382 29438 29438 6231944 255436 255436 6487380 PART V, LINE 4: THE FOUNDATION HAS DEVELOPED A SPENDING POLICY WHICH USES UP TO 4.5% OF ITS ENDOWMENT BALANCE ANNUALLY TO SUPPORT ITS PROGRAMS AND ACTIVITIES. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES AS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR INCOME ON CERTAIN UNRELATED BUSINESS INCOME. AT JUNE 30, 2023, THERE IS NO MATERIAL AMOUNT OF UNRELATED BUSINESS INCOME. THE FOUNDATION IS ALSO EXEMPT FROM STATE INCOME TAXES UNDER APPLICABLE MINNESOTA STATUTES. THE FOUNDATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN YEARS AND HAS CONCLUDED THAT NO MATERIAL LIABILITIES EXIST AS OF JUNE 30, 2023 OR 2022. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS PRIOR TO THE FISCAL YEAR ENDED JUNE 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNRELATED BUSINESS LOSS 3,591. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -29,438. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 29,438. BYRON ANNUAL EVENT 7349 189 7160 12655 ALDEN ANNUAL EVENT 9925 5554 4371 6047 1 7597 7597 10736 24871 5743 19128 29438 29438 -10310 1 ALBERT LEA AREA SCHOOLS 211 RICHWAY DR W ALBERT LEA MN 56007 416001171 SCHOOL/EDUCATION 0 14003 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS ALDEN-CONGER PRESCHOOL 215 BROADWAY N ALDEN MN 56009 416001217 SCHOOL/EDUCATION 0 9802 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS ALDRICH MEMORIAL NURSERY SCHOOL 855 ESSEX PKWY NW ROCHESTER MN 55901 410726082 501C3 12000 0 INVESTING IN OUTDOOR CLASSROOMS FOR SOCIAL, EMOTIONAL, & PHYSICAL HEALTH ALLINA HEALTH-NORTHFIELD 1400 JEFFERSON RD NORTHFIELD MN 55057 363261413 501C3 0 15870 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS ARTORG STUDIOS 214 4TH ST N CANNON FALLS MN 55009 812567456 501C3 8625 0 CREATIVE PLACEMAKING FOR CANNON FALLS BLUE EARTH AREA SCHOOLS 315 6TH ST E BLUE EARTH MN 56013 411866487 SCHOOL/EDUCATION 50000 0 BLUE EARTH AREA PUBLIC SCHOOLS WE BELONG PROJECT / EXPANDING ACCESS TO BOOKS AND READING BLUE EARTH EDA 125 W 6TH STREET BLUE EARTH MN 56013 416004991 SCHOOL/EDUCATION 10000 0 BE WELCOMING PROJECT BROWN COUNTY PUBLIC HEALTH 1117 CENTER ST NEW ULM MN 56073 416005765 GOVERNMENT 0 6535 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS BYRON PUBLIC SCHOOLS & COMMUNITY EDUCATION BYRON COMMUNITY EDUCATION CENTER BYRON MN 55920 416002825 SCHOOL/EDUCATION 15000 9335 FMV BOOKS COMMUNITY CENTER - CULINARY ARTS AND NUTRITION / EXPANDING EARLY CHILDHOOD MENTAL HEALTH SUPPORTS AND BUILDING SOCIAL EMOTIONAL SKILLS AFTER THE COVID-19 PANDEMIC / CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS CHATFIELD PUBLIC SCHOOL - EARLY CHILDHOOD 11555 HILLSIDE DR SE CHATFIELD MN 55923 416001078 SCHOOL/EDUCATION 15000 0 LET'S "SEL" IT CAMPAIGN CHILDRENS MUSEUM OF ROCHESTER INC 1201 12TH ST SW 632 ROCHESTER MN 55902 842749957 501C3 0 17737 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS CHILDREN'S MUSEUM OF SOUTHERN MINNESOTA 224 LAMM ST MANKATO MN 56001 204351801 501C3 25250 0 PROGRAM EXPANSION / SOMETHING FOR EVERYONE CITY OF CLAREMONT 140 FRONT ST W CLAREMONT MN 55924 416005051 GOVERNMENT 10000 0 CITY BALLFIELD CITY OF ELGIN 170 MAIN ST E ELGIN MN 55932 416005122 GOVERNMENT 6750 0 PRAIRIE/WILDFLOWER TRAIL AT HOENK PARK CITY OF FAIRMONT 100 DOWNTOWN PLZ FAIRMONT MN 56031 416005147 GOVERNMENT 10000 0 FAIRMONT AREA LIFE CITY OF HARMONY 225 3RD AVE SW HARMONY MN 55939 416005218 GOVERNMENT 11897 0 INTERNSHIP PROGRAM / SPLASH PAD COMPLETION CITY OF KELLOGG 350 BELVIDERE AVE E STE 1 KELLOGG MN 55945 416005274 GOVERNMENT 10000 0 WABASHA-KELLOGG TRAIL CONNECTION COMMUNITY PLAN CITY OF LAFAYETTE 791 MAIN AVE LAFAYETTE MN 56054 416005298 GOVERNMENT 10000 0 BRING BACK OUR COMMUNITY CITY OF MAPLETON - MAPLETON AREA FOUNDATION 104 2ND AVE NE MAPLETON MN 56065 416005347 GOVERNMENT 30000 0 CAPACITY BUILDING CITY OF PLAINVIEW 241 W BROADWAY PLAINVIEW MN 55964 411650465 GOVERNMENT 7500 0 AED CABINETS CITY OF RED WING 315 4TH ST W RED WING MN 55066 406005482 GOVERNMENT 20000 0 PICKLEBALL COURTS / CITY OF RED WING CITY OF SAINT CHARLES 830 WHITEWATER AVE SAINT CHARLES MN 55972 416005513 GOVERNMENT 6735 0 BASEBALL SCOREBOARDS CITY OF SLEEPY EYE 200 MAIN STREET EAST SLEEPY EYE MN 56085 416005545 GOVERNMENT 10000 0 DOWNTOWN WALKING TOUR CITY OF SPRINGFIELD 2 CENTRAL ST E SPRINGFIELD MN 56087 416005552 GOVERNMENT 10000 0 MARTHA ANDERSON VETERANS MEMORIAL PARK CITY OF WABASHA 900 HIAWATHA DR E WABASHA MN 55981 416005601 GOVERNMENT 35000 0 PROGAMMING SUPPORT / WATCH -WABASHA'S LOCAL HOUSING COMMITTEE COMMUNITY ACTION CENTER OF NORTHFIELD INCORPORATED 1651 JEFFERSON PKWY STE HS-200 NORTHFIELD MN 55057 410970984 501C3 10000 0 COMMUNITY ACTION CENTER OF NORTHFIELD INCORPORATED COMMUNITY HEALTH SERVICE INC 2310 4TH AVE N ROCHESTER MN 55904 411000060 501C3 0 13069 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS EAGLE BLUFF ENVIRONMENTAL LEARNING CENTER 28097 GOODVIEW DR LANESBORO MN 55949 411431959 501C3 9982 0 DEVELOP NATURE PLAY FAIRMONT ELEMENTARY SCHOOL 714 VICTORIA STREET SUITE 101 FAIRMONT MN 56031 411833686 SCHOOL/EDUCATION 10000 0 EARLY CHILDHOOD MINDFULNESS AND RESILIENCY FAIRMONT OPERA HOUSE INCORPORATED 45 DOWNTOWN PLAZA FAIRMONT MN 56031 411408912 501C3 10000 0 COMMUNITY AND CULTURAL EVENTS FAMILIES FIRST OF MINNESOTA 126 WOODLAKE DR SE ROCHESTER MN 55901 410987753 501C3 15000 0 UNITING HOME FAMILIES AND SCHOOL FAMILIES THROUGH SOCIAL EMOTIONAL ALIGNMENT FARIBAULT PUBLIC SCHOOLS 340 9TH AVE SW FARIBAULT MN 55021 416003618 SCHOOL/EDUCATION 0 6535 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS FRIENDS OF PETERSON 205 NORTH CHURCH STREET PETERSON MN 55962 811221878 501C3 10000 0 BARE FOOT TRAIL FRIENDS OF THE FRIEDRICH CIVIC CENTER 1166 OAK ST RED WING MN 55066 843523842 501C3 50000 0 FRIEDERICH CENTER RE-USE PLAN HAYFIELD ECONOMIC DEVELOPMENT AUTHORITY 18 MAIN ST W HAYFIELD MN 55940 416005223 GOVERNMENT 10000 0 HAYFIELD BIKE RODEO AND COMMUNITY ENGAGEMENT FOR TRAILS HEALTHY COMMUNITY INITIATIVE (HCI) 1651 JEFFERSON PARKWAY NORTHFIELD MN 55057 262852506 501C3 10000 0 GROWING UP HEALTHY COMMUNITY OUTREACH 2023 INSTITUTE FOR LOCAL SELF-RELIANCE 2720 E 22ND STREET MINNEAPOLIS MN 55406 237394104 501C3 10000 0 MN BROADBAND BLOG ISD 88 - ECFESR- NEW ULM ECFE 400 PAYNE ST S NEW ULM MN 56073 416000373 SCHOOL/EDUCATION 14000 7468 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS / READY FOR LEARNING, READY FOR FUN JEREMIAH PROGRAM 2915 JEREMIAH LANE NW ROCHESTER MN 55901 411801834 501C3 20000 0 EARLY CHILDHOOD BRIDGE SUPPORT FOR SINGLE MOTHERS EXPERIENCING POVERTY JUNIOR ACHIEVEMENT NORTH - GREATER MANKATO AREA ATTN KATIE MONS MADISON LAKE MN 56063 411424988 501C3 10000 0 JUNIOR ACHIEVEMENT PROGRAMMING FOR 2ND-4TH GRADE STUDENTS IN SMALL SOUTHERN MN COMMUNITIES KASSON MANTORVILLE COMMUNITY EDUCATION 606 16TH ST NE KASSON MN 55944 416008530 SCHOOL/EDUCATION 18500 7468 FMV BOOKS PROGRAM EXPANSION / LITERACY CONNECTIONS IN OUR COMMUNITY / CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS KINGSLAND PUBLIC SCHOOLS 705 SECTION AVE N SPRING VALLEY MN 55975 411740007 SCHOOL/EDUCATION 15000 7468 FMV BOOKS COMMUNITY WALKING PATH / CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS LA LUMIERE SCHOOL 6801 NORTH WILHELM RD LA PORTE MN 46350 351085350 501C3 30050 0 PROGRAM AND CAPACITY GRANT LE SUEUR-HENDERSON PUBLIC SCHOOLS 115 5TH ST N LE SUEUR MN 56058 411716943 SCHOOL/EDUCATION 10000 0 CHILDREN STEM STATIONS LEAD FOR AMERICA PO BOX 56 DODGE CITY MN 67801 831839530 501C3 75000 0 PROGRAMMING SUPPORT LEO AUGUSTA CHILDREN'S ACADEMY 824 CENTER AVE N BLOOMING PRAIRIE MN 55917 862879682 501C3 212367 0 SUPPORT EARLY CHILDHOOD EXPANSION / GET OUT! OUTDOOR CLASSROOM/EDUCATION-DEED SUB GRANT MANKATO AREA PUBLIC SCHOOLS 110 FULTON STREET MANKATO MN 56001 416000310 SCHOOL/EDUCATION 10000 0 MAPS EARLY LEARNING EXPANSION MAPLE RIVER SCHOOL DISTRICT 801 CENTRAL AVE S MAPLETON MN 56065 411734559 SCHOOL/EDUCATION 71080 0 EXPANDING ACCESS TO BOOKS AND READING / BURNS CLUB DISBURSEMENT TO MAPLE RIVER SCHOOLS MARTIN COUNTY EDA 201 LAKE AVE FAIRMONT MN 56031 416005837 GOVERNMENT 11000 0 DIVERSE AND EQUITABLE OUTREACH MASSACHUSETTS INSTITUTE OF TECHNOLOGY 600 MEMORIAL DRIVE CAMBRIDGE MN 02139 042103594 501C3 30000 0 SPORTS PERFORMANCE AREA CONSTRUCTION FUND MAYO CLINIC HEALTH SYSTEM - FARIBAULT 300 STATE AVE FARIBAULT MN 55021 411404075 501C3 0 14936 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS MILLVILLE VALLEY RIVER DAYS 411 DIVISION ST MILLVILLE MN 55957 411879127 501C3 10000 0 MILLVILLE VALLEY RIVER DAYS MINNESOTA CHILD CARE PROVIDER INFORMATION NETWORK 117 LAKE ST W WELCOME MN 56096 821016236 501C3 0 7468 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS MINNESOTA VALLEY ACTION COUNCIL 706 N VICTORY DR MANKATO MN 56001 416050353 501C3 0 12602 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS MN COUNCIL OF CHURCHES 501 S 2ND ST MANKATO MN 56001 410693871 501C3 20000 0 TAPESTRY ENTREPRENEUR NEW PRAGUE AREA COMMUNITY EDUCATION 410 CENTRAL AVE N NEW PRAGUE MN 56071 416003815 SCHOOL/EDUCATION 0 9335 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS NEW PRAGUE AREA SCHOOLS EARLY LEARNING PROGRAM 410 CENTRAL AVE NORTH NEW PRAGUE MN 56071 416003815 SCHOOL/EDUCATION 17000 0 RESOURCE TOTE BAGS FOR PARENTS AND PREK 5 DAY WEEK PROGRAMMING SCHOLARSHIPS AND CONSCIOUS DISCIPLINE CONSULTING WITH PROFESSIONAL STAFFER ON SITE NEXT CHAPTER INC 2203 6TH AVE NW AUSTIN MN 55912 871065176 501C3 0 28939 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS NORTHFIELD PUBLIC SCHOOLS COMMUNITY EDUCATION 700 LINCOLN PKWY NORTHFIELD MN 55057 416008327 SCHOOL/EDUCATION 10000 11202 FMV BOOKS EXTENDED PRESCHOOL CARE / CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS OLMSTED COUNTY GOVERNMENT CENTER ROCHESTER MN 55901 416005859 GOVERNMENT 20000 0 ASSEMBLY OF A DEI LED COMMUNITY COUNCIL OWATONNA PUBLIC SCHOOLS DISTRICT OFFICE OWATONNA MN 55060 416005901 SCHOOL/EDUCATION 10000 0 SMALL BUSINESS LEADERSHIP ACADEMY PLAINVIEW COMMUNITY CHOIR 138 W BROADWAY PLAINVIEW MN 55964 200556910 501C3 8000 0 REBUILD STAGE RED WING ARTS 418 LEVEE ST RED WING MN 55066 416039135 501C3 10000 0 WINGS SCULPTURE TOUR - YEAR 3 RED WING IGNITE 419 BUSH ST RED WING MN 55066 461469707 501C3 6700 0 PROGRAMMING SUPPORT REGENTS OF THE UNIVERSITY OF MINNESOTA - UNIVERSITY OF MN FOUNDATION NW 5960 MINNEAPOLIS MN 55485 416042488 SCHOOL/EDUCATION 22750 0 REGIONAL ANALYSIS / MARY PAGE COMMUNITY/UNIVERSITY PARTNERSHIP FUND RIDGEWAY COMMUNITY SCHOOL 35564 CO RD 12 HOUSTON MN 55943 412015115 SCHOOL/EDUCATION 15000 0 RIDGEWAY PRESCHOOL PROGRAM DEVELOPMENT RIVER BEND EDUCATION DISTRICT 1315 BROADWAY ST S NEW ULM MN 56073 411696782 SCHOOL/EDUCATION 0 7001 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS RIVER BEND NATURE CENTER INCORPORATED 1000 RUSTAD RD FARIBAULT MN 56013 411343804 501C3 26200 0 OUTDOOR DIVERSITY INITIATIVE / RIVER BEND NATURE CENTER LITTLE SPROUTS: BUILDING COMMUNITY THROUGH NATURE RIVERSIDE CENTRAL ELEMENTARY 506 5TH AVE SE ROCHESTER MN 55904 416002803 SCHOOL/EDUCATION 0 7935 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS ROCHESTER MONTESSORI SCHOOL ASSISI HEIGHTS ROCHESTER MN 55901 410948042 501C3 14500 0 DIVERSE LEARNER SUPPORT ROCHESTER PUBLIC SCHOOLS 700 4TH AVE SE ROCHESTER MN 55904 416002803 SCHOOL/EDUCATION 0 16803 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS RUSHFORD-PETERSON SCHOOLS 1000 PINE MEADOWS LN RUSHFORD MN 55971 411655958 SCHOOL/EDUCATION 7396 0 RUSHFORD-PETERSON PIE GRANTS 2021 &2022 SLEEPY EYE ECFE 400 4TH AVE SW SLEEPY EYE MN 56085 416000392 SCHOOL/EDUCATION 0 6068 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS SOUTHWEST INITIATIVE FOUNDATION 15 3RD AVE NW HUTCHINSON MN 55350 411555592 501C3 21037 0 HARDSHIP PROGRAMMING SPRING GROVE AREA CHAMBER OF COMMERCE 166 WEST MAIN AVE SPRING GROVE MN 55974 843114922 501C3 10000 0 SPRING GROVE ENTREPRENEUR HUB SPRING GROVE SCHOOL -ECFE 113 2ND AVE NW SPRING GROVE MN 55974 416001501 SCHOOL/EDUCATION 0 5788 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS ST CLAIR PUBLIC SCHOOL-ISD#75 121 MAIN ST WEST SAINT CLAIR MN 56080 416000369 SCHOOL/EDUCATION 10000 0 ST. CLAIR COMMUNITY YOUTH BASEBALL & SOFTBALL FIELD STEWARTVILLE COMMUNITY EDUCATION 301 2ND STREET SW STEWARTVILLE MN 55976 416008415 SCHOOL/EDUCATION 7500 0 GROSS AND FINE MOTOR SUPPLEMENTAL EQUIPMENT-DEED SUB GRANT STEWARTVILLE EARLY CHILDHOOD 301 2ND AVE SW STEWARTVILLE MN 55976 416008415 501C3 0 6068 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS THREE RIVERS COMMUNITY ACTION INCORPORATED 1414 NORTH STAR DR ZUMBROTA MN 55982 410906178 501C3 12500 16336 FMV BOOKS ALTERNATIVE FAMILY CHILD CARE CENTER MODEL / CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS TRI-CITY UNITED 101 2ND ST NE MONTGOMERY MN 56069 453740004 SCHOOL/EDUCATION 0 14469 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS UNITED SOUTH CENTRAL PUBLIC SCHOOLS 600 11 ST SW WELLS MN 56097 411738058 SCHOOL/EDUCATION 30000 0 EXPANDING ACCESS TO BOOKS AND READING UNITED WAY OF GOODHUE WABASHA & PIERCE COUNTIES 1755 OLD WEST MAIN ST STE 101 RED WING MN 55066 416043633 501C3 7500 15870 FMV BOOKS GOODHUE COUNTY RESOURCE CENTER / CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS UNITED WAY OF STEELE COUNTY 1850 AUSTIN RD STE 103 OWATONNA MN 55060 237366680 501C3 0 23338 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS UNIVERSITY OF NOTRE DAME OFFICE OF GIFT PLANNING SOUTH BEND MN 46617 350868188 SCHOOL/EDUCATION 400000 0 I-LAB, GLOBAL FELLOWSHIP, PRESIDENTS CIRCLE VILLAGE AGRICULTURAL COOPERATIVE 3703 COUNTRY CLUB RD SW ROCHESTER MN 55901 873766784 501C3 20000 7935 FMV BOOKS NEW FARM AT THE OLD FARM / CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS WATONWAN COUNTY PUBLIC HEALTH 715 2ND AVE S ST JAMES MN 56081 416005922 SCHOOL/EDUCATION 0 7468 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAM LITERACY GRANTS WELLCOME MANOR 114 PEASANT ST AVE W GARDEN CITY MN 56034 208341986 501C3 6750 0 SUPPORTING CHILDREN THROUGH ADVERSITY WINONA STATE UNIVERSITY CHILDREN'S CENTER HELBLE HALL 108 WINONA MN 55987 411687554 SCHOOL/EDUCATION 10000 0 INFANT/TODDLER OUTDOOR CLASSROOM EQUIPMENT WORKFORCE DEVELOPMENT INCORPORATED 2070 COLLEGE VIEW RD E ROCHESTER MN 55901 411484613 GOVERNMENT 20000 0 INCLUSIVE WORKFORCE EMPLOYER (I/WE) DESIGNATION YWCA MANKATO 127 S 2ND ST 200 MANKATO MN 56001 410711619 501C3 20000 0 NEW AMERICAN FAMILIES 103 0 HARDSHIP GRANTS FOR DISASTERS 52 118007 PART I, LINE 2: THE FOUNDATION PROVIDES GRANTS ON AN OPEN APPLICATION BASIS. THE REQUIREMENTS TO APPLY FOR GRANTS ARE POSTED ON THE SMIF WEBSITE, AND ALSO ON THE RFP'S THAT ARE SENT OUT. THE FOUNDATION ALSO PROVIDES ASSISTANCE TO GRANT APPLICANTS AS NEEDED. THE FOUNDATION APPROVES GRANTS BASED ON THE REQUIREMENTS LISTED FOR THE APPLICATION, AND ALSO BASED ON ORGANIZATIONAL GUIDELINES AND BUDGET CONSTRAINTS. THE FOUNDATION REQUIRES THE APPLICANT TO FILL OUT AN APPLICATION AND UPON APPROVAL WILL NOTIFY THE APPLICANT, HAVE THEM SIGN A CONTRACT AND THE FOUNDATION WILL REQUIRE ON-GOING CORRESPONDENCES, SITE VISITS AND FINAL REPORTS DEMONSTRATING DOLLARS WERE SPENT ACCORDING TO THE FOUNDATION GRANT GUIDELINES. X X X X 0 0 0 0 0 0 0 0 0 TIMOTHY PENNY PRESIDENT/CEO 163258 0 0 0 0 0 8694 0 32634 0 204586 0 0 0 PAMELA BISHOP VP OF ECONOMIC DEVELOPMENT 110771 0 0 0 0 0 6330 0 34284 0 151385 0 0 0 X 641525 FMV X 2059 130064 FMV 0 0 1 0 PART I, COLUMN (B): REPORTING THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI MEETING MINUTES ARE TAKEN AND APPROVED AT EVERY MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE 990 IS THEN MADE AVAILABLE FOR THE BOARD MEMBERS TO REVIEW AND THE FINANCE COMMITTEE'S APPROVAL IS RATIFIED BY THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST FORM YEARLY. ALL BOARD AND COMMITTEE MEETINGS BEGIN WITH THE CONFLICT OF INTEREST STATEMENT "ASKING THE BOARD AS A WHOLE IF THERE ARE ANY CONFLICTS OF INTERESTS." THE EXECUTIVE COMMITTEE MONITORS ANY CONFLICTS ON AN ON-GOING BASIS. IF A CONFLICT EXISTS, THE EXECUTIVE COMMITTEE WILL SEEK LEGAL-COUNCIL ADVICE AND OPINION AND WILL BRING THIS INFORMATION BACK TO THE FULL BOARD FOR REVIEW OR TO MAKE ANY DECISION NEEDED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR SETTING AND REVIEWING THE PRESIDENT/CEO COMPENSATION AND REVIEW. THE EXECUTIVE COMMITTEE LEADS AN ANNUAL REVIEW OF THE PRESIDENT/CEO AND PRESENTS ITS FINDINGS TO THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE THEN USES BENCHMARK INFORMATION FROM SIMILAR ORGANIZATIONS AND BUDGETING CONSTRAINTS TO SET THE PRESIDENT/CEO'S ANNUAL SALARY INCREASE. THE EXECUTIVE COMMITTEE ALSO, AS NEEDED, USES OUTSIDE CONSULTANTS IN GATHERING THIS DATA. THE PRESIDENT/CEO COMPLETES THE REVIEW PROCESS AND SALARY ADJUSTMENTS FOR ALL SENIOR STAFF ALONG WITH THE VICE PRESIDENT AND CFO. THE INCREASES ARE BASED ON THE BUDGETARY LIMITS AND IN-LINE WITH YEARLY CPI INCREASES. BENCHMARKING DATA IS ALSO GATHERED FROM SIMILAR ORGANIZATIONS AND AN OUTSIDE CONSULTANT IS USED ON AN AS NEEDED BASIS TO DETERMINE RELEVANT BENCHMARKING DATA. THE ORGANIZATION MAINTAINS CONTEMPORANEOUS DOCUMENTATION RELATED TO THE COMPENSATION SETTING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D) FORM 990, PART XI, LINE 9: UNRELATED BUSINESS LOSS 3,591. FORM 990, PAGE 12, PART XII LINE 2C: THE FINANCE COMMITTEE APPROVES AND MANAGES THE AUDITOR SELECTION AND PROCESS YEARLY. THE FINANCE COMMITTEE MEETS WITH THE AUDITOR PRIOR TO ENGAGEMENT TO ANSWER ANY QUESTIONS OR CONCERNS RELATED TO THE UPCOMING AUDIT, AT THAT POINT THE FINANCE COMMITTEE APPROVES THE AUDITOR SELECTION FOR THE YEAR. THE COMMITTEE WILL THEN HAVE ON-GOING COMMUNICATION WITH THE AUDIT TEAM AS NECESSARY AND WILL MEET WITH THE AUDITOR UPON COMPLETION OF THE AUDIT FOR REVIEW AND FINAL APPROVAL OF THE AUDIT REPORT. THE BOARD WILL ALSO, REVIEW AND MEET WITH THE AUDITOR AFTER THE AUDIT IS COMPLETED.