2024-07-31T10:16:41-05:00 2024-03-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-04-01 363482724 INTERFAITH OUTREACH AND COMMUNITY PARTNERS INTE 7634897500 1605 COUNTY ROAD 101 NORTH PLYMOUTH MN 55447 AMY BLAZ DIRECTOR OF FINANCE AND OPS 7634897500 2024-07-25 1 1 MICHAEL HINSCH P01875343 6123764500 2024-07-22 2023 2024-08-08 14:25:15Z KEVIN WARD 1605 COUNTY ROAD 101 NORTH PLYMOUTH MN 55447 17934915 0 X WWW.IOCP.ORG X 1986 MN TO STRENGTHEN OUR COMMUNITY BY MEETING BASIC NEEDS AND EQUIPPING HOUSEHOLDS FOR ONGOING STABILITY. 18 18 70 1391 0 0 9114019 8112593 608687 709763 -365403 159844 -39263 6497118 9318040 15479318 3237034 3430201 0 0 3480081 3948822 0 0 796904 2375494 2454929 9092609 9833952 225431 5645366 12585757 19229323 384301 452772 12201456 18776551 INTERFAITH OUTREACH MOBILIZES HUMAN, FINANCIAL, AND IN-KIND RESOURCES TO RESPOND TO UNMET IMMEDIATE NEEDS AND SUPPORT INDIVIDUALS AND FAMILIES TO ACHIEVE ON-GOING STABILITY. 0 0 5446704 3430201 709763 DELIVER SERVICES: INTERFAITH OUTREACH DELIVERS HOLISTIC SERVICES TO HELP OUR COMMUNITY MEET THEIR BASIC NEEDS AND TO EQUIP INDIVIDUALS AND FAMILIES FOR ONGOING STABILITY. IN FY24, 1,568 HOUSEHOLDS (4,819 PEOPLE) WORKED WITH US IN THE FOLLOWING SIX AREAS: FOOD, FAMILY SUPPORT, EMPLOYMENT, TRANSPORTATION, HOUSING & NEIGHBORHOODS, AND EDUCATION & YOUTH. 1673786 0 0 ENGAGE STAKEHOLDERS AND PARTNERS: INTERFAITH OUTREACH ENGAGES PROGRAM PARTICIPANTS, COMMUNITY PARTNERS, AND VOLUNTEERS IN ADDRESSING COMPLEX SOCIOECONOMIC COMMUNITY ISSUES, LEVERAGING RESOURCES (MONEY, TANGIBLE GOODS, TIME, AND EXPERTISE), BUILDING MUTUALLY BENEFICIAL RELATIONSHIPS, CREATING A WELCOMING AND INCLUSIVE COMMUNITY EXPERIENCE, AND ENHANCING OVERALL SERVICE DELIVERY AND IMPACT. IN FY24, 1,391 VOLUNTEERS CONTRIBUTED APPROXIMATELY 33,400 SERVICE HOURS VALUED AT APPROXIMATELY $1,062,000. 460471 0 0 DISCOVER COMMUNITY NEEDS AND OPPORTUNITIES: DURING THE 2024 FISCAL YEAR, OUR FOCUS WAS ON FOOD, EMERGENCY FINANCIAL ASSISTANCE, AND WELCOMING NEW CLIENTS. A TOTAL OF 373 HOUSEHOLDS CAME TO INTERFAITH OUTREACH FOR SUPPORT FOR THE FIRST TIME. AS AN OUTCOME OF OUR 2022-2025 STRATEGIC PLAN, WE CONDUCTED FOCUSED RESEARCH TO IDENTIFY AND UNDERSTAND CURRENT COMMUNITY NEEDS, OPPORTUNITIES, AND SERVICE GAPS TO DRIVE OUR DECISIONS AROUND CORE SERVICES. 7580961 1 1 0 1 0 0 0 0 0 1 1 0 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 88 0 1 70 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN AL AR CA FL GA HI IL MA MD MI NC ND NH NJ NM NY OH OK OR PA RI SC TN VA WI WV KS KY X X AMY BLAZ 7634897507 1605 COUNTY ROAD 101 N PLYMOUTH MN 55447 KEVIN WARD EXECUTIVE DIRECTOR 40.00 X 267798 0 11087 AMY BLAZ DIRECTOR OF FINANCE & OPERATIONS 40.00 X 134426 0 25855 ANDREA FAHRENKRUG DIRECTOR OF ADVANCEMENT 40.00 X 105337 0 25444 KATHERINE MAGY CHIEF OF STAFF 40.00 X 125083 0 1273 JESSICA MARKKULA CHAIR 12.00 X X 0 0 0 NANCY HUGHES VICE CHAIR 8.00 X X 0 0 0 MEGHAN BASSETT TREASURER 5.00 X X 0 0 0 SARAH BORCHERS SECRETARY 2.00 X X 0 0 0 CAROL BERGENSTAL DIRECTOR 1.00 X 0 0 0 JOE DELGADO DIRECTOR 1.00 X 0 0 0 WELDE DUBAR DIRECTOR 1.00 X 0 0 0 JOYCE HAYDEN DIRECTOR 1.00 X 0 0 0 BEN JOHNSON DIRECTOR 1.00 X 0 0 0 KATE KNIGHT DIRECTOR 1.00 X 0 0 0 SUSAN MACHOLDA DIRECTOR 1.00 X 0 0 0 JASON MCATHIE DIRECTOR 1.00 X 0 0 0 REUBEN MJAANES DIRECTOR 1.00 X 0 0 0 KAY NESS DIRECTOR 1.00 X 0 0 0 JODI OLSON DIRECTOR 1.00 X 0 0 0 ROBIN RITTER DIRECTOR 1.00 X 0 0 0 TOM VANDERHEYDEN DIRECTOR 1.00 X 0 0 0 RICK WITUCKI DIRECTOR 1.00 X 0 0 0 632644 0 63659 4 0 1 0 BITUMINOUS ROADWAYS INC 1520 COMMERCE DRIVE MENDOTA HEIGHTS MN 55120 CONSTRUCTION SERVICES 119325 MODERN HEATING & AIR CONDITIONING LLC 2318 FIRST ST NE MINNEAPOLIS MN 55418 CONSTRUCTION SERVICES 114890 2 9942 396399 80963 7625289 2412618 8112593 RESALE SELECT 900099 654372 654372 PARTNER CONTRACTS 900099 55391 55391 709763 136794 136794 2411893 2388843 23050 23050 23050 39820 396399 66596 -26776 -26776 5020 158 4862 4862 GAIN ON ACQUISITION IOCP ENDOWMEN 900099 6484424 6484424 MISCELLANEOUS INCOME 541900 34608 34608 6519032 15479318 709763 0 6656962 15241 15241 3414960 3414960 438314 84547 297403 56364 2929985 1804757 700978 424250 36706 22222 9182 5302 306529 180610 80886 45033 237288 133756 69587 33945 52265 30395 15989 5881 13782 8015 4216 1551 27575 16036 8436 3103 49706 49706 114137 66376 34918 12843 67792 8664 12729 46399 297157 175000 31884 90273 100557 58479 30763 11315 328219 260138 40233 27848 4033 4033 201809 155144 28764 17901 IN-KIND PROGRAM EXPENSE 686929 675862 586 10481 PROGRAM EXPENSES 440255 440255 70713 30504 35794 4415 9833952 7580961 1456087 796904 42032 340312 1753103 1593559 688311 2139 1032 35447 228963 256408 132267 116028 7465450 2078498 5307630 5386952 4374283 11451969 58136 46509 12585757 19229323 284926 319218 51075 85370 48300 48184 384301 452772 X 11477109 11662354 724347 7114197 12201456 18776551 12585757 19229323 5645366 929729 0 X 0 1 X 1 0 X 8474788 9334504 8261688 9114019 8096168 43281167 8474788 9334504 8261688 9114019 8096168 43281167 738393 42542774 177453 159508 258836 103020 136794 835611 2604 28562 7312 15500 34608 88586 44205364 2816267 0.96240 0.96420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 2,604. 2020 AMOUNT: $ 28,562. 2021 AMOUNT: $ 7,312. 2022 AMOUNT: $ 15,500. 2023 AMOUNT: $ 34,608. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 1 1 0 0 0 0 1 1500 0 0 1500 0 PART II-B, LINE 1: INTERFAITH EMPLOYEES AND VOLUNTEERS CONTACTED STATE LEGISLATORS AND LOCAL OFFICIALS REGARDING POLICIES SUPPORTING EARLY CHILDHOOD, K-12 EDUCATION AND AFFORDABLE HOUSING. 0 6567797 427798 6995595 0.00000 0.74754 0.25246 0 0 1445640 1445640 5359388 1576442 3782946 660422 502056 158366 5386952 ROU LIABILITY 48184 48184 X 16359341 929729 929729 15429612 49706 49706 15479318 9784246 0 9784246 49706 49706 9833952 PART V, LINE 4: INTERFAITH OUTREACH ACQUIRED THE INTERFAITH OUTREACH AND COMMUNITY PARTNERS ENDOWMENT FUND (THE ENDOWMENT FUND) ON JANUARY 1, 2024. ALL FUNDS THAT HAD BEEN HELD AND MANAGED BY THE ENDOWMENT FUND ARE SUBJECT TO INHERENT DONOR-IMPOSED RESTRICTIONS AND THESE FUNDS SHALL BE HELD AND MANAGED BY INTERFAITH OUTREACH SUBJECT TO THE SAME DONOR-IMPOSED RESTRICTIONS, AND THE DUTIES AND OBLIGATIONS OF THE ENDOWMENT FUND WITH RESPECT TO SUCH FUNDS. AT MARCH 31, 2024, THE ENDOWMENT CONSISTS OF THREE SEPARATE DONOR-RESTRICTED ENDOWMENTS. THE MAIN ENDOWMENT WAS ESTABLISHED TO SUPPORT GENERAL OPERATIONS AND PROGRAMMING OF INTERFAITH OUTREACH. ADDITIONAL ENDOWMENTS HAVE BEEN ESTABLISHED BY DONORS TO SUPPORT THE CARING FOR KIDS PROGRAM FOR EARLY CHILDHOOD EDUCATION AND TO SUPPORT THE FOOD SHELF PROGRAM. PART X, LINE 2: INTERFAITH OUTREACH IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES AND IS GENERALLY NOT SUBJECT TO INCOME TAXES. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE. CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. INTERFAITH OUTREACH FOLLOWS THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. INTERFAITH OUTREACH'S TAX RETURNS ARE SUBJECT TO REVIEW BY FEDERAL AND STATE AUTHORITIES. INTERFAITH OUTREACH IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. CFK BREAKFAST 141173 135098 6075 1000 6075 445 EARL CUP 191319 168819 22500 2265 12046 14269 541 1 103727 92482 11245 40 5000 16678 6350 1887 436219 396399 39820 2305 6000 34799 20619 2873 66596 -26776 1 OUTREACH DEVELOPMENT CORPORATION 1605 COUNTY ROAD 101 N PLYMOUTH MN 55447 411976895 501(C)(3) 15241 0 N/A N/A AFFORDABLE HOUSING 1 HOUSING & NEIGHBORHOODS, EDUCATION & YOUTH, TRANSPORTATION, FOOD, FAMILY SUPPORT, EMPLOYMENT 4819 1943955 1471005 FMV FOOD, SCHOOL SUPPLIES, HOLIDAY GIFTS, VEHICLES, HOUSEHOLD ITEMS, WINTER CLOTHING PART I, LINE 2: FINANCIAL ASSISTANCE IS MADE DIRECTLY TO VENDORS (EG LANDLORD, UTILITY COMPANY, CHILDCARE CENTER). IN-KIND ASSISTANCE (EG FOOD, SCHOOL SUPPLIES) IS MADE DIRECTLY TO INDIVIDUALS AND FAMILIES. NOT INCLUDED IN THE FINANCIAL AND IN-KIND GRANT DATA IS THE VALUE OF STAFF TIME TO DELIVER SERVICES. X X 1 0 0 0 0 0 0 0 0 KEVIN WARD EXECUTIVE DIRECTOR 267798 0 0 0 0 0 2678 0 8409 0 278885 0 0 0 AMY BLAZ DIRECTOR OF FINANCE & OPERATIONS 134426 0 0 0 0 0 2232 0 23623 0 160281 0 0 0 X 773385 FMV X 14 218263 STOCK MARKET QUOTES X 687399 1319806 $1.92 PER POUND X SCHOOL SUPPLIES 15107 80797 FMV X FUNDRAISING ITEMS 23 10481 FMV X FUNDRAISING SUPPLIES 24 9886 FMV 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION LISTS THE NUMBER OF ITEMS RECEIVED ON PART I, COLUMN B WITH THE EXCEPTION OF FUNDRAISING ITEMS WHICH REPRESENT THE NUMBER OF CONTRIBUTORS. FOOD CONTRIBUTIONS ARE REPRESENTED IN POUNDS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE THE POWERS OF THE BOARD OF DIRECTORS IN THE INTERIM BETWEEN BOARD MEETINGS, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO ADOPT BUDGETS, OR TO TAKE ANY ACTION WHICH IS CONTRARY TO OR WOULD AMOUNT TO A SUBSTANTIAL DEPARTURE FROM THE DIRECTORS ESTABLISHED BY THE BOARD, OR WHICH REPRESENTS A MAJOR CHANGE IN THE AFFAIRS, BUSINESS, OR POLICY OF THE ORGANIZATION. THE EXECUTIVE COMMITTEE SUBMITS REPORTS TO THE BOARD OF DIRECTORS ON ANY AND ALL ACTION TAKEN. THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE ORGANIZATION AND ONE BOARD DIRECTOR SHALL SERVE AS AN EX-OFFICIO MEMBER OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE DIRECTOR SHALL BE AN EX-OFFICIO MEMBER WITHOUT A VOTE WHO IS INVITED TO ATTEND MEETINGS OF THE EXECUTIVE COMMITTEE UNLESS REQUESTED NOT TO ATTEND BY THE PERSON ACTING AS CHAIR. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND KEY EMPLOYEES ARE ALL ASKED TO SIGN THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. WE TRACK AND FILE ALL FORMS AND UPDATE THEM ANNUALLY. DISCLOSURE IN THE ORGANIZATION SHOULD BE MADE TO THE EXECUTIVE DIRECTOR (OR IF SHE/HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO WILL BRING THE MATTER TO THE ATTENTION OF THE BOARD. DISCLOSURE INVOLVING BOARD DIRECTORS SHOULD BE MADE TO THE BOARD CHAIR, (OR IF SHE/HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE CHAIR) WHO SHALL BRING THESE MATTERS TO THE BOARD. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF THE TRANSACTION. DISCUSSION OF CONFLICTS OF INTEREST AND THE PROCEEDINGS ARE DISCLOSED IN THE MINUTES OF THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 WE USE THE MN COUNCIL OF NONPROFITS SALARY SURVEY AS AN INDUSTRY GUIDELINE FOR SETTING COMPENSATION OF EMPLOYEES. THE HR DIRECTOR IN CONSULTATION WITH THE HR COMMITTEE OF THE BOARD, ALONG WITH THE EXECUTIVE DIRECTOR, DETERMINE COMPENSATION FOR KEY EMPLOYEES BASED ON COMPARISONS TO THE SALARY GUIDE. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS BENCHMARKED AGAINST THE MN COUNCIL OF NONPROFITS SALARY SURVEY AND REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THIS REVIEW PROCESS WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE ON ITS OWN WEBSITE AND THE ORGANIZATION MAKES ITS FORM 1023 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE DIRECTOR OF FINANCE & OPERATIONS MAKES AVAILABLE THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART VIII, LINE 11B GAIN ON ACQUISITION OF IOCP ENDOWMENT FUND WAS RECOGNIZED ON JANUARY 1, 2024 WHEN INTERFAITH OUTREACH FORMALLY ACQUIRED THE ASSETS OF THE PREVIOUSLY SEPARATELY GOVERNED IOCP ENDOWMENT FUND. THIS GAIN REPRESENTED THE FAIR MARKET VALUE OF THE INVESTMENT ASSETS AND CASH ON JANUARY 1, 2024. SEE SCHEDULE D FOR ADDITIONAL INFORMATION ON THE ENDOWMENT.