2024-04-18T11:36:42-07:00 2023-06-30 990 2022-07-01 416052144 ARROWHEAD ECONOMIC OPPORTUNITY AGENCY INCORPORATED ARRO 2187492912 702 3RD AVE S VIRGINIA MN 55792 Emily Celley Chief Financial Officer 2187487307 2024-04-18 Emily Celley 999009999 1 1 11 0 AAL2 2022 2023-04-26 12:10:37Z AEOA Emily Celley 702 3rd Ave S Virginia MN 55792 47080713 0 X AEOA.ORG X 1965 MN Arrowhead Economic Opportunty Agency (AEOA) strengthens communities by providing opportunities for people experiencing social and economic challenges 27 27 560 1800 0 0 29264092 36334438 9872031 10746275 0 0 0 0 39136123 47080713 0 0 0 0 21074970 22755031 0 0 29681 17473956 20389422 38548926 43144453 587197 3936260 33957216 34722208 13689883 10518615 20267333 24203593 X Arrowhead Economic Opportunity Agency (AEOA) strengthens communities by providing opportunities for people experiencing social and economic challenges. 1 0 8054144 0 9346859 HOUSING SERVICES, MISSION: to build our communities by helping people meet their needs, have affordable, quality housing, and improve their quality of living. Our services are available in Cook, Lake, and St Louis Counties. The Housing Services provided include: Energy Assistance, Single-Family Rehabilitation, Weatherization, Business Energy Retrofit, Downtown Business Rehabilitation. 9885186 0 17112109 Arrowhead Transit Mission: to provide affordable, safe, accessible public transportation and supports independent living and self-reliance. Services provided, public transportation which is handicap accessible, for the residents of ten counties in Minnesota, the counties are: Aitkin, Carlton, Chisago, Cook, Itasca, Isanti, Koochiching, Lake, Pine and St. Louis. We provide flexible and affordable routes in every county, including Dial-a-Ride in several cities. In addition to public transportation Arrowhead Transit coordinates a volunteer driver program to meet medical needs in Koochiching, Lake, Carlton, and St. Louis Counties 3596812 0 5493212 SENIOR SERVICES MISSION: to help older adults meet the demands of daily living and improve the quality of their lives. Our services offered are: Aging Eye Initiative, Arrowhead RSVP, Bone Builders Exercise Classes, Cruising to Wellness, Food Shelves, Grocery Delivery Service, Juniper - Healthy Living as you Age, Live Well at Home, Medical Equipment Loan Closet, Nutrition Services for Seniors including Bundled Services, Meals on Wheels, and Senior Dining sites, Northland Volunteer Services, Rutabaga Project, Senior Carnival, Senior Partners Care (20% Medicare Write-off), Supplemental Nutrition Assistance Program Outreach, and Tax Assistance. 4910950 0 5943150 Other Program Services, Head Start, Mission: To work with young children and families on healthy pre-natal and early childhood development, school readiness, and supporting their success in life.. Some of the programs Arrowhead Head Start has are pre-school center based, pre-school home base, and Early Head Start Home based. 3281563 0 3796646 Other Program Services, Employment and Training, Mission is to enhance the employability and skills of individuals so that they may achieve their life goals. Some of the programs included are Adult Basic Education, Adult Scholarship Program, Career Pathways, Diversionary Work Program, Dislocated Worker Program, English Language Learning, Free at Last and Freestyle, Lives in Transition, Minnesota Family Investment Program, Senior Employment Programs, SSI/SSDI Outreach/Access and Recovery, Supplemental Nutrition Assistance Program Outreach and Employment Services, Youth Build. 5299745 0 5388738 Other Program Services, Housing Resources: To empower our communities by connecting people to programs that help them achieve their basic living needs, affordable housing, and improve their quality of living. Our services are available in Cook, Lake, and St Louis Counties. The Housing Resources provided include: Emergency & Transitional Housing, Homeless Youth Housing, Homeownership Education & Financial Assistance, Homeless Prevention & Re-housing, Housing Support Services for Adults with Serious Mental Illness, MNSure Marketplace Assistance, and Permanent Supportive Housing. 13492258 0 15128534 35028400 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 1 0 0 0 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 0 0 1 157 0 1 560 1 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Emily Celley 2187487307 702 3RD AVE S VIRGINIA MN 55792 Scott Zahorik Executive Director 40 0 X X 142913 0 11433 Cathy Pazzelli Human Resources Director, Assistant Exec Director 40 0 X 132757 0 10124 Emily Celley Chief Financial Officer 40 0 X 120334 0 6906 Marilyn Ocepek Senior Services Director 40 0 X 115063 0 8832 Jan Francisco Employment Director 40 0 X 106503 0 6298 David Johnson Housing Director 40 0 X 105154 0 6441 Brandon Nurmi Transportation Director - started as director 11/26/22 40 0 X 95186 0 5542 Jack Larson Transportation Director retired 12/30/2022 40 0 X 92730 0 4817 Norman Ferris Head Start Director - retired 1/6/2023 40 0 X 89727 0 4801 Emily Bombich Planning Director 40 0 X 89741 0 0 Ryan O'Connell Director Information Services - termed 4/21/2023 40 0 X 88322 0 237 Gabriel Johnson Headstart Director - started 11/25/2022 40 0 X 45427 0 0 Jeff Kletscher Board Member-Chairperson 6 0 X X 0 0 0 Kevin Adee Board Member-First Vice-Chairperson 4 0 X X 0 0 0 Laura Perry Board Member-Second Vice-Chairperson 4 0.00 X X 0 0 0 Thomas Cvar Board Member-Treasurer resigned 11/2022 6 0 X X 0 0 0 Dana Waldron Board Member-Board Treasurer start 12/2022 6 0 X X 0 0 0 Cherri Averill-Manner Board Member - Secretary start 2/2023 4 0 X X 0 0 0 Ben DeNucci Board Member 2 0 X 0 0 0 Bethany Johnson Board Member resigned 2/2023 2 0 X 0 0 0 Beverly Green Board Member resigned 10/2022 2 0 X 0 0 0 Bob Larkin Board Member 2 0 X 0 0 0 Cathy Zelinski Board Member 2 0 X 0 0 0 David Abazs Board Member 2 0 X 0 0 0 David Mills Board Member 2 0 X 0 0 0 Gary Peterson Board Member 2 0 X 0 0 0 Keith Nelson Board Member 2 0 X 0 0 0 Laurie Westerlund Board Member 2 0 X 0 0 0 Les Northrup Board Member 2 0 X 0 0 0 Marisa Fontaine Board Member resigned 10/2022 2 0 X 0 0 0 Michael Jugovich Board Member 2 0 X 0 0 0 Paul McDonald Board Member 2 0 X 0 0 0 Peter Walsh Board Member 2 0 X 0 0 0 Reggie Engebretson Board Member 2 0 X 0 0 0 Robert Hietala Board Member 2 0 X 0 0 0 Robin Raplinger Board Member resigned 10/2022 2 0 X 0 0 0 Romit Jha Board Member started 8/2022 2 0 X 0 0 0 Tina Koecher Board Member started 8/2022 2 0 X 0 0 0 Casey Venema Board Member started 1/2023 2 0 X 0 0 0 Derrick Goutermount Board Member started 4/2023 2 0 X 0 0 0 Michael Kearney Board Member started 1/2023 2.00 0.00 X 0 0 0 1223857 0 65431 7 0 1 0 Lenci PO Box 6 905 2nd Ave S Virginia MN 55792 Construction 326818 General Heating & Mechanical Inc PO Box 16145 Duluth MN 55816 Construction 236398 A1 Refrigeration 1810 3rd Ave East Hibbing MN 55746 HVAC 225802 Preferred Construction & Remodeling LLP PO Box 171 5712 Mountain Ave Mt Iron MN 55768 Construction 158715 Norman's Up North Electric 422 16th St N Virginia MN 55792 Construction 154654 7 0 0 0 0 36334438 0 0 36334438 Program Income 813319 10746275 10746275 0 0 0 0 0 0 10746275 0 0 0 0 0 0 47080713 10746275 0 0 1223856 1223856 15214455 12587910 2626545 616370 423576 192794 4394064 3156146 1237918 1306286 993462 312824 48295 33928 14367 75712 16075 59637 579737 378656 201081 374962 51831 323131 1113455 604349 504906 4200 460095 315008 145087 1762427 1425394 337033 1698071 1584178 113818 75 175394 167004 8390 23317 11963 11354 1483919 1215386 268533 467584 458650 8934 Repair and Maintenance 2757959 2710402 46957 600 Client Services 7506282 7391397 93074 21811 Miscellaneous 1862213 1503085 356133 2995 43144453 35028400 8086372 29681 9722546 10096537 5583431 6143759 5010066 1751549 392587 437616 260895 362687 41118585 25441554 12801703 15677031 105568 58930 80420 194099 33957216 34722208 1415778 1946622 2206445 1723513 10067660 6848480 13689883 10518615 X 20013369 23944976 253964 258617 20267333 24203593 33957216 34722208 3936260 X 1 X 1 X 1 1 1 X 38227737 34301349 34969254 39136123 47080713 193715176 38227737 34301349 34969254 39136123 47080713 193715176 193715176 193715176 1 1 X 1 0 4653 0 0 0 258617 0 1 1 113399 0 113399 24608635 0 0 24608635 0 0 0 0 2386675 0 0 2386675 14009876 0 25441554 -11431678 15677031 Accrued paid leave 1471543 Current portion - Operating lease liability 66367 Current portion long term debt 33984 Deferred revenue - loans 1751549 Deferred compensation 58930 Long term operating lease liability net of current portion 73587 Long term debt, net of current portion 3392520 6848480 47080713 0 0 0 0 0 47080713 0 0 0 47080713 43144453 0 0 0 0 0 43144453 0 0 0 43144453 X X 0 0 0 0 0 0 0 0 0 Scott Zahorik Executive Director 142913 0 0 0 0 0 11433 0 0 0 154346 0 0 0 Form 990, Part III, Line 2 We have split our Housing Services department into two distinct departments, Housing Resources and Housing Services. They each provide unique services for members of the community. I will list out each mission statement under program services and accomplishments. Form 990, Part VI, Section B, Line 11b A draft of the audit ending with the fiscal year 6/30/2023 and the IRS form 990 are reviewed and discussed in detail at an Audit and Finance committee prior to filing. At a regular full board meeting each member of the board is provided a copy of the audit and the IRS form 990. Both documents are also discussed at a regular board meeting. Form 990, Part VI, Section B, Line 12c Annually board members and key staff complete a conflict-of-interest questionnaire. At a minimum there is an annual discussion at a regular board meeting regarding the conflict-of-interest policy. Identified conflicts are discussed with the auditors and the board of directors executive committee. If deemed necessary additional procedures are put in place. Form 990, Part VI, Section B, Line 15 Every five (5) years a salary and benefits survey is completed to compile comparative compensation and benefit information to establish and justify appropriate salaries and benefits for all agency non-union employees. Form 990, Part VI, Section C, Line 19 AEOA's governing documents and conflict of interest policy are made available to the public through various websites and upon request at our main office located at 702 3rd Ave S, Virginia MN 55792. AEOA's audited financial statements and IRS form 990 are available on AEOA's website aeoa.org.