2024-10-31T14:21:14-05:00 2024-03-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2023-04-01 410695594 UNITED WAY OF OLMSTED COUNTY INC UNIT 5072872000 903 WEST CENTER STREET NO 100 ROCHESTER MN 55902 JEROME FERSON PRESIDENT 5072872000 2024-10-15 1 0 KATHERINE LUTZKE CPA P01760889 5072802300 2024-10-15 2023 2024-10-15 13:58:12Z JEROME FERSON 903 WEST CENTER STREET NO 100 ROCHESTER MN 55902 4665829 0 X WWW.UWOLMSTED.ORG X 1925 MN UNITING PEOPLE AND RESOURCES TO IMPROVE PEOPLE'S LIVES IN OUR COMMUNITY. 21 21 34 309 0 0 2733410 2563848 655158 676699 32911 51333 30016 19685 3451495 3311565 1656211 1408795 0 0 1533931 1527808 0 0 514655 740196 666998 3930338 3603601 -478843 -292036 4601041 4229833 841332 647585 3759709 3582248 X UNITED WAY OF OLMSTED COUNTY IS AN AGENT OF COMMUNITY CHANGE THAT INSPIRES HOPE, CREATES OPPORTUNITY, AND CHAMPIONS PEOPLE IN NEED. 0 0 1079216 1079216 0 GRANTS: UNITED WAY OF OLMSTED COUNTY IS FOCUSED ON THESE BUILDING BLOCKS OF A GOOD QUALITY OF LIFE. WE FIGHT FOR EVERY INDIVIDUAL IN OUR COMMUNITY BY FOCUSING ON: FINANCIAL STABILITY - MOVING INDIVIDUALS AND FAMILIES TOWARD FINANCIAL INDEPENDENCE AND ENSURING BASIC NEEDS ARE MET. EDUCATION - PREPARING CHILDREN AND YOUTH TO SUCCEED IN SCHOOL AND IN THE COMMUNITY. HEALTH - PROMOTING PHYSICAL AND MENTAL WELL BEING. OUR GOAL IS TO CREATE LASTING CHANGE BY ADDRESSING THE UNDERLYING CAUSES OF SOCIAL PROBLEMS. WE ARE MOBILIZING THE COMMUNITY AND BUILDING COLLABORATIONS THAT PRODUCE RESULTS. TOGETHER, WE ARE CHANGING OLMSTED COUNTY FOR THE BETTER FOR ALL OF US. 523216 0 676699 PARTNERSHIPS AND INITIATIVES: (1) RUNNING START FOR SCHOOL MOBILIZES THE COMMUNITY TO COLLECT BACKPACKS AND SCHOOL SUPPLIES THROUGH THE SUMMER MONTHS AND THEN DISTRIBUTES THE DONATED SUPPLIES TO LOCAL SCHOOLS FOR CHILDREN WHO ARE ELIGIBLE FOR FREE OR REDUCED LUNCH. (2) 211 IS A FREE, CONFIDENTIAL, AND MULTILINGUAL HUMAN SERVICE INFORMATION AND REFERRAL RESOURCE AVAILABLE BY PHONE, TEXT, ONLINECHAT, AND ONLINE SELF-SEARCH. INFORMATION IS AVAILABLE 24 HOURS A DAY ON A VARIETY OF TOPICS INCLUDING CHILDCARE, COUNSELING, FOOD, HEALTH SERVICES, HOUSING, LEGAL ASSISTANCE, TRANSPORTATION, VOLUNTEERING, ANDMORE. (3) GET CONNECTED, UNITED WAY'S ONLINE TOOL TO CONNECT VOLUNTEERS TO OPPORTUNITIES AND EVENTS, ALLOWS PEOPLE TO VOLUNTEER WITH LOCAL ORGANIZATIONS THAT FIT THE VOLUNTEER'S SCHEDULE AND INTERESTS. (4) IMAGINATION LIBRARY PROVIDES CHILDREN LIVING IN OLMSTED COUNTY THE OPPORTUNITY TO RECEIVE A FREE, AGE-APPROPRIATE BOOK IN THE MAIL EACH MONTH FROM BIRTH TO THEIR FIFTH BIRTHDAY. EACH BOOK IS SELECTED FOR THE DEVELOPMENTAL BENEFITS IT BRINGS. (5) THE VITA FREE TAX PREPARATION INITIATIVE CONNECTS LOW-TO MODERATE-INCOME FAMILIES TO OPPORTUNITIES TO FILE THEIR TAXES FOR FREE. (6) A COMMUNITY SCHOOL IS BOTH A PLACE AND SET OF COLLECTIVE PARTNERSHIPS BETWEEN ROCHESTER PUBLIC SCHOOLS, UNITED WAY OF OLMSTED COUNTY, THE INDIVIDUAL SCHOOL SITE, AND OTHER COMMUNITY RESOURCES. UNITED WAY OF OLMSTED COUNTY SERVES AS A LEAD PARTNER WITH ROCHESTER PUBLIC SCHOOLS TO FACILITATE THE PARTNERSHIP AND ORGANIZE COMMUNITY RESOURCES TO SUPPORT STUDENT SUCCESS AT SEVEN SITES. EACH SITE HAS GOALS ESTABLISHED IN THE AREAS OF ATTENDANCE, BEHAVIOR AND CURRICULUM IMPROVEMENTS AND UTILIZES RESULTS BASED ACCOUNTABILITY TO TRACK GROWTH. (7) CRADLE 2CAREER IS A COMMUNITY WIDE INITIATIVE THAT UTILIZES THE NATIONALLY RECOGNIZED STRIVE TOGETHER MODEL TO IMPLEMENT A MULTIYEAR, MULTIPHASE PROGRAM TO IMPROVE EDUCATIONAL OUTCOMES IN OUR COMMUNITY AND ENSURE EVERY CHILD AND YOUNG ADULT SUCCEEDS CRADLE TO CAREER, THROUGH SHARED PURPOSE, ALIGNMENT AND ACCOUNTABILITY AMONG COMMUNITY PARTNERS. UNITED WAY OF OLMSTED COUNTY IS ONE OF SEVERAL PARTNER ORGANIZATIONS AND SERVES A VARIETY OF ROLES WITHIN THE COMMUNITY WIDE INITIATIVE, INCLUDING ADMINISTRATIVE SUPPORT, DATA SUPPORT AND LEADERSHIP. 329579 329579 0 DONOR DESIGNATIONS: AS A SERVICE TO OUR DONORS, LOCAL AGENCIES, AND COMPANIES THAT RUN CAMPAIGNS, WE WILL PROCESS CONTRIBUTIONS DESIGNATED BY THE DONOR TO A SPECIFIC AGENCY. WE WILL RAISE, COLLECT AND FORWARD DONOR CONTRIBUTIONS TO THE DONOR'S CHOSEN NONPROFIT ORGANIZATION. EXPENSES ONLY INCLUDE DESIGNATED DOLLARS TO BE DISTRIBUTED, AND DO NOT INCLUDE ANY EXPENSES FOR FUNDRAISING OR PROCESSING OF THE DESIGNATED DONATIONS. 767927 0 0 COMMUNITY IMPACT, ADVOCACY, GRANT MAKING, CAPACITY BUILDING AND RESULT TRACKING: EXPENSES INCURRED BY THE ORGANIZATION TO ASSESS COMMUNITY NEEDS, PROVIDE OUTCOME MEASUREMENT TRAINING TO VARIOUS ENTITIES IN THE COMMUNITY; PROVIDE PROGRAM ASSESSMENT, REVIEW AND SELECTION; ADMINISTER GRANTS; PROVIDE FINANCIAL AND STEWARDSHIP OVERSIGHT OF GRANT RECIPIENTS; PROVIDE CAPACITY BUILDING FOR AGENCIES; ADVOCATE FOR CAUSES; AND PARTICIPATE IN COMMUNITY PARTNERSHIPS TO ADVANCE COMMON GOALS IN THE FOUR FOCUSED AREAS. 767927 0 0 2699938 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 34 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X JEROME FERSON 5072872000 903 W CENTER STREET STE 100 ROCHESTER MN 55902 PIPER NIETERS SU CHAIR 2.00 X X 0 0 0 ARMIN BUDIMLIC VICE CHAIR 2.00 X X 0 0 0 PAUL TIESKOETTER TREASURER 2.00 X X 0 0 0 LUKE FREUND ASSISTANT TREASURER 1.00 X X 0 0 0 JOHN ECKERMAN DIRECTOR 1.00 X 0 0 0 SIDNEY FRYE II DIRECTOR 1.00 X 0 0 0 STEPHANIE HEDRICK DIRECTOR 1.00 X 0 0 0 ALEX ALEXANDER DIRECTOR 1.00 X 0 0 0 SARAH JOYNT DIRECTOR 1.00 X 0 0 0 SHRUTHI NAIK DIRECTOR 1.00 X 0 0 0 LILLYAM ARROYAVE DIRECTOR 1.00 X 0 0 0 KERI OLSON DIRECTOR 1.00 X 0 0 0 MOHAMED OSMAN DIRECTOR 1.00 X 0 0 0 CHARLIE PERKINS DIRECTOR 1.00 X 0 0 0 SHELLY SANNES DIRECTOR 1.00 X 0 0 0 JEFFREY STILWELL DIRECTOR 1.00 X 0 0 0 LILLYAM ARROYAVE-GOMEZ DIRECTOR 1.00 X 0 0 0 CALLY BUNNE DIRECTOR 1.00 X 0 0 0 SARA-LOUISE HENRY DIRECTOR 1.00 X 0 0 0 RANDY SCHUBRING DIRECTOR 1.00 X 0 0 0 ACACIA WARD DIRECTOR 1.00 X 0 0 0 JEROME FERSON PRESIDENT 38.00 X 149266 0 19266 DALE O'GROSKE CHIEF FINANCIAL OFFICER 38.00 X 87534 0 18196 EMILY JOHNSTON CHIEF OPERATING OFFICER 38.00 X 83311 0 14530 JULIE RUZEK PROGRAM DIRECTOR 38.00 X 102040 0 3620 422151 0 55612 2 0 1 0 0 33569 2530279 42143 2563848 PROGRAM SERVICES 624100 676699 676699 676699 62199 62199 166745 178030 -11285 -11285 -11285 1158526 1169392 -10866 -10866 -10866 13175 6842 6333 6333 UNCOLLECTED PLEDGES 624100 20697 20697 COST RECOVERY FEES 900099 3940 3940 24637 3311565 676699 0 71018 X 1408795 1408795 372104 131655 207376 33073 903355 620989 39942 242424 34492 27239 2122 5131 130098 71501 18362 40235 87759 54933 12910 19916 3750 3750 22108 3220 18888 25088 25088 62435 3 62432 64288 21182 400 42706 28737 14258 4714 9765 75111 31990 15334 27787 36211 24693 4853 6665 10823 11813 -1706 716 58003 29302 20981 7720 35142 27573 3517 4052 14688 2521 11389 778 PROGRAM EXPENSES 209552 209552 MISCELLANEOUS 21062 8719 1088 11255 3603601 2699938 389008 514655 182 182 518928 704818 1492167 1408364 107200 6372 46156 32070 2034210 1528762 551789 505448 1884619 1572579 4601041 4229833 93189 68903 312739 249984 8486 917 426918 327781 841332 647585 X 1672138 1660216 2087571 1922032 3759709 3582248 4601041 4229833 -292036 114575 0 X X 0 1 X 1 0 X 2951232 3669470 3182159 2733410 2563848 15100119 2951232 3669470 3182159 2733410 2563848 15100119 1370660 13729459 263375 237507 230191 239456 228944 1199473 20332 6333 26665 16326257 2533806 0.84090 0.88070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 448804 73708 4242 518270 535390 -31112 51180 4294 448804 553499 11909 25520 4498 535390 453702 129242 25700 3745 553499 511965 -28132 26100 4031 453702 0.00000 1.00000 0.00000 1 0 77525 77525 1810552 1382629 427923 146133 146133 0 505448 DONOR DESIGNATIONS PAYABLE 327781 327781 X 3100967 114575 8000 6842 129417 2971550 10436 329579 340015 3311565 3278428 8000 6842 14842 3263586 10436 329579 340015 3603601 PART V, LINE 4: PROCEEDS FROM THE ENDOWMENT FUND HELD AT THE ROCHESTER AREA FOUNDATION WILL BE USED FOR PROGRAM SERVICES. PART X, LINE 2: THE ORGANIZATION IS CLASSIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL INCOME TAXES. AS SUCH, IT IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON NET UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS AND FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES RELATED TO SPECIAL EVENTS 6,842. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 329,579. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES RELATED TO SPECIAL EVENTS 6,842. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 329,579. 1 ABILITY BUILDING COMMUNITY 1911 14TH ST NW ROCHESTER MN 55901 410829178 501 ( C) 3 16184 0 PROGRAM AWARD AND DESIGNATION AMERICAN RED CROSS SOUTHEAST MINNESOTA 305 ALLIANCE PL NE ROCHESTER MN 55906 410693841 501 ( C) 3 10517 0 DESIGNATION BARBERSHOP & SOCIAL SERVICES 3270 19TH ST SUITE 208 ROCHESTER MN 55901 831558495 501 ( C) 3 73855 0 PROGRAM AWARD BEAR CREEK SERVICES INC 3108 HWY 52 HWY N ROCHESTER MN 55901 411390671 501 ( C) 3 52966 0 PROGRAM AWARD AND DESIGNATION BIG BROTHERS BIG SISTERS OF SOUTHERN MINNESOTA 545 DUNNELL DR OWATONNA MN 55060 363501479 501 ( C) 3 10000 0 PROGRAM AWARD BOY SCOUTS OF AMERICA GAMEHAVEN COUNCIL 607E CENTER ST ROCHESTER MN 55904 410698309 501 ( C) 3 9861 0 DESIGNATION BYRON PUBLIC SCHOOLS ISD 531 630 1 ST AVE NW BYRON MN 55920 416002825 GOVERNMENT 14379 0 PROGRAM AWARD CATHOLIC CHARITIES OF SOUTHERN MINNESOTA (THE DIOCESE OF WINONA-ROCHESTER) 111 MARKET ST SUITE 2 PO BOX 379 WINONA MN 55987 410721636 501 ( C) 3 12789 0 PROGRAM AWARD AND DESIGNATION CENTER CITY HOUSING CORPORATION 105 1/2 W 1ST ST DULUTH MN 55802 363485584 501 ( C) 3 32498 0 PROGRAM AWARD CHANNEL ONE REGIONAL FOOD BANK 131 35TH ST SE ROCHESTER MN 55904 411379713 501 ( C) 3 84582 0 PROGRAM AWARD AND DESIGNATION CHILDREN'S DENTAL HEALTH SERVICES 903 W CENTER ST SUITE 130 ROCHESTER MN 55902 203677586 501 ( C) 3 15002 0 PROGRAM AWARD COMMUNITY CELEBRATION CHURCH ASSEMBLY OF GOD 27337 COUNTY HWY 34 KASSON MN 55944 411928344 501 ( C) 3 15793 0 DESIGNATION COMMUNITY HEALTH SERVICE INC 2310 4TH AVE N MOORHEAD MN 56560 411000060 501 ( C) 3 29998 0 PROGRAM AWARD DAMASCUS WAY RE-ENTRY CENTER INC 1515 E 66E TH ST RICHFIELD MN 55423 411356073 501 ( C) 3 13753 0 PROGRAM AWARD DODGE COUNTY DARE PROGRAM 721 MAIN STREET NORTH DEPT 45 MANTORVILLE MN 55955 416005790 GOVERNMENT 6000 0 PROGRAM AWARD ELDER NETWORK 1130 1/2 7TH ST NW SUITE 205 ROCHESTER MN 55901 411704390 501 ( C) 3 27232 0 PROGRAM AWARD AND DESIGNATION FAITH IN ACTION OF DODGE COUNTY PO BOX 246 KASSON MN 55944 010616587 501 ( C) 3 7000 0 PROGRAM AWARD FAMILIES FIRST OF MINNESOTA 126 WOODLAKE DR SE ROCHESTER MN 55904 410987753 501 ( C) 3 117023 0 PROGRAM AWARD AND DESIGNATION FAMILY PROMISE ROCHESTER 913 1ST ST NW ROCHESTER MN 55901 411953191 501 ( C) 3 30870 0 PROGRAM AWARD AND DESIGNATION FAMILY SERVICE ROCHESTER INC 4600 18TH AVE NW ROCHESTER MN 55901 410883453 501 ( C) 3 95354 0 PROGRAM AWARD AND DESIGNATION GOOD NEWS CHILDREN'S CENTER INC 2645 N BROADWAY ROCHESTER MN 55906 412001068 501 ( C) 3 33486 0 PROGRAM AWARD AND DESIGNATION HEALTHY SMILES 63407 130TH AVE CLAREMONT MN 55924 263105129 501 ( C) 3 11000 0 PROGRAM AWARD INTERCULTURAL MUTUAL ASSISTANCE ASSOCIATION (IMAA) 2500 VALLEYHIGH DR NW ROCHESTER MN 55901 411497753 501 ( C) 3 72454 0 PROGRAM AWARD AND DESIGNATION LEGAL ASSISTANCE OF OLMSTED COUNTY (LAOC) 1700 BROADWAY AVE N SUITE 124 ROCHESTER MN 55906 410992471 501 ( C) 3 50000 0 PROGRAM AWARD LIFE AND COMMUNITY DEVELOPMENT CORPORATION 2391 BENJAMIN E MAYS DR SW ATLANTA GA 30311 581122346 501 ( C) 3 26252 0 PROGRAM AWARD NAMI SOUTHEAST MINNESOTA (NATIONAL ALLIANCE ON MENTAL ILLNESS) 2746 SUPERIOR DR NW SUITE 110 ROCHESTER MN 55901 363504277 501 ( C) 3 6175 0 PROGRAM AWARD AND DESIGNATION NEXT CHAPTER MINISTRIES PO BOX 9321 MN MN 55903 300050922 501 ( C) 3 10475 0 PROGRAM AWARD AND DESIGNATION OLMSTED COUNTY HEALTH HOUSING AND HUMAN SERVICES 2100 CAMPUS DR SE SUITE 100 ROCHESTER MN 55904 416005859 GOVERNMENT 10000 0 PROGRAM AWARD PATRICIA D WRIGHT FOUNDATION & SCHOLARSHIP FUND INC 1316 AVON DR CINCINNATI OH 45229 811511258 501 ( C) 3 7020 0 DESIGNATION PAWS AND CLAWS HUMANE SOCIETY 3224 19TH ST NW ROCHESTER MN 55901 411311160 501 ( C) 3 11975 0 DESIGNATION PROPEL NONPROFITS 1 MAIN ST SE SUITE 600 MINNEAPOLIS MN 55414 411916337 501 ( C) 3 15002 0 PROGRAM AWARD RECOVERY IS HAPPENING 25 16TH ST NE ROCHESTER MN 55906 451259706 501 ( C) 3 14132 0 PROGRAM AWARD AND DESIGNATION RIDEABILITY PO BOX 646 PINE ISLAND MN 559630646 411977446 501 ( C) 3 5500 0 PROGRAM AWARD AND DESIGNATION ROCHESTER AREA FOUNDATION 12 ELTON HILLS DR NW ROCHESTER MN 55901 416017740 501 ( C) 3 60130 0 PROGRAM AWARD AND DESIGNATION ROCHESTER PUBLIC SCHOOLS ISD 535 615 7TH ST SW ROCHESTER MN 55902 416002803 GOVERNMENT 38231 42143 FMV SCHOOL SUPPLIES PROGRAM AWARD AND SCHOOL SUPPLIES SAMARITAN'S PURSE INTERNATIONAL RELIEF 801 BAMBOO ROAD BOONE NC 28607 581437002 501 ( C) 3 5200 0 DESIGNATION SEMCAC INC ADMINISTRATIVE OFFICE 204 S ELM ST PO BOX 549 RUSHFORD MN 55971 410907135 501 ( C) 3 7622 0 PROGRAM AWARD AND DESIGNATION SOCIETY OF ST VINCENT DE PAUL PAX CHRISTI CONFERENCE ROCHESTER MINNESOTA 2157 PONSEROSA DR SW ROCHESTER MN 55902 465044559 501 ( C) 3 5640 0 DESIGNATION SOUTHERN HILLS CHRISTIAN CHURCH 2115 MAPLE ST CAROLITON GA 30117 582248010 501 ( C) 3 9892 0 DESIGNATION SPORTS MENTORSHIP ACADEMY (SMA) 3270 19TH ST NW SUITE 208 ROCHESTER MN 55901 061777757 501 ( C) 3 60532 0 PROGRAM AWARD AND DESIGNATION THE SALVATION ARMY NORTHERN DIVISION - SERVING MN & ND 2445 PRIOR AVE N ROSEVILLE MN 55113 410698597 501 ( C) 3 7240 0 DESIGNATION THE SALVATION ARMY ROCHESTER MINNESOTA 20 1ST AVE NE ROCHESTER MN 55906 362167910 CHURCH 60000 0 PROGRAM AWARD TWO RIVERS HABITAT FOR HUMANITY (ROCHESTER AREA HABITAT FOR HUMANITY) 1530 GREENVIEW DR SW SUITE 107 ROCHESTER MN 55902 411664586 501 ( C) 3 6059 0 DESIGNATION UNITED WAY OF GOODHUE WABASHA AND PIERCE COUNTIES 1755 OLD WEST MAIN ST SUITE 101 REDWING MN 55066 410643633 501 ( C) 3 5722 0 DESIGNATION UNITED WAY OF MOWER COUNTY INC 111 N MAIN ST SUITE 202 AUSTIN MN 55912 410831896 501 ( C) 3 6751 0 DESIGNATION UNITED WAY OF STEELE COUNTY 1850 AUSTIN RD SUITE 103 OWATONNA MN 55060 237366680 501 ( C) 3 5196 0 DESIGNATION UNIVERSITY OF WISCONSIN-PLATTEVILLE FOUNDATION 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 396051705 501 ( C) 3 9100 0 DESIGNATION WOMEN'S SHELTER AND SUPPORT CENTER PO BOX 457 ROCHESTER MN 55903 411316614 501 ( C) 3 50847 0 PROGRAM AWARD AND DESIGNATION ZUMBRO VALLEY MEDICAL SOCIETY PO BOX 9264 ROCHESTER MN 55903 416024102 501 ( C) 3 22500 0 PROGRAM AWARD 49 0 PART I, LINE 2: UNITED WAY OF OLMSTED COUNTY, INC. MONITORS NONPROFIT STATUS AND COMPLIANCE WITH THE PATRIOT ACT AND GOING CONCERN OF EACH ORGANIZATION RECEIVING AWARDS. ANNUALLY UNITED WAY STAFF MONITOR THE ACTUAL RESULTS OF ALL FUNDED PROGRAMS AGAINST THE EXPECTED RESULTS ARTICULATED IN THE PROGRAM FUNDING APPLICATION. ADDITIONALLY, STAFF LEARN OF PROGRAM SUCCESSES, ACHIEVEMENTS, AND CHALLENGES DURING EACH REPORTING PERIOD. FACE-TO-FACE CONVERSATIONS ARE HELD TO FOSTER OPEN COMMUNICATION AND DIALOGUE TO STRENGTHEN THE NONPROFIT SECTOR'S ABILITY TO ADVANCE OUR MISSION. DONOR DESIGNATED GRANTS - UNITED WAY OF OLMSTED COUNTY MONITORS NONPROFIT STATUS AND COMPLIANCE WITH THE PATRIOT ACT OF EACH ORGANIZATION RECEIVING DONOR DESIGNATED FUNDS. WE DO NOT MONITOR THE AGENCIES' USE OF THESE FUNDS. UNITED WAY OF OLMSTED COUNTY AWARDS GRANTS TO BE PAID OUT AS ONE-TIME PAYMENTS, OR EQUAL PAYMENTS OVER APPLICABLE MONTHS. THESE AWARDS ARE ACCRUED AS EXPENSES AND LIABILITIES IN THE PERIOD WHEN THE CONTRACT IS SIGNED. THIS SCHEDULE REPRESENTS PAYMENTS TO ORGANIZATIONS FOR THE PERIOD COVERED ON THIS TAX RETURN, WHICH MAY HAVE BEEN ACCRUED AS EXPENSE AND LIABILITIES IN A PREVIOUS PERIOD. 1 X X X X 0 0 0 0 0 0 0 0 0 JEROME FERSON PRESIDENT 149266 0 0 0 0 0 12794 0 6472 0 168532 0 0 0 X OTHER SUPPLIES 2989 42143 COST 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PAGE 1, BOX L: ON OCTOBER 29, 1925, A JOINT MEETING OF THE KIWANIS AND ROTARY CLUBS ALONG WITH THE "BUSINESS MEN OF ROCHESTER" WAS HELD AND THE COMMUNITY CHEST WAS FORMED. IN JANUARY OF 1963, THE COMMUNITY CHEST BECAME THE UNITED FUND OF GREATER ROCHESTER. IN 1972 THE UNITED FUND OF GREATER ROCHESTER BECAME THE UNITED WAY OF OLMSTED COUNTY, INC. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS PREPARED BY A THIRD PARTY TAX PREPARER, REVIEWED BY SENIOR MANAGEMENT, REVIEWED BY THE FINANCE COMMITTEE, APPROVED AND SENT TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE IRS FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS ACHIEVED BY CONFLICT OF INTEREST FORMS BEING COMPLETED ANNUALLY BY ALL BOARD, COMMITTEE AND STAFF MEMEBERS. THESE FORMS ARE REVIEWED BY THE PRESIDENT AND GOVERNANCE COMMITTEE, WITH MONITORING MONTHLY. BEFORE EACH MEETING, PARTICIPANTS ARE REQUESTED TO DISCLOSE ANY CONFLICT OF INTEREST BASED ON THE AGENDA, OR AS AGENDA ITEMS ARISE WHERE A PREVIOUS DECLARATION WAS NOT NOTED. THE PRESIDENT AND GOVERNANCE COMMITTEE REVIEW THE MINUTES OF THE MEETINGS FOR COMPLIANCE OF THE POLICY. THE PRESIDENT MONITORS STAFF ACTIVITIES FOR COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE REVIEWS CURRENT SALARY AND BENEFITS, CONSIDERS EFFECTIVENESS AND RESULTS OF THE INDIVIDUAL, USES COMPARABILITY DATA FROM UNITED WAY WORLDWIDE HUMAN CAPITAL SURVEY, DELIBERATES, DISCUSSES, AND PRESENTS A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL. THE BOARD OF DIRECTORS DISCUSSES THE RECOMMENDATION, AND EITHER APPROVES, CHANGES, OR REJECTS THE RECOMMENDATION. KEY EMPLOYEES' COMPENSATION IS REVIEWED ANNUALLY BY THE PRESIDENT OF THE ORGANIZATION. THE PRESIDENT REVIEWS CURRENT SALARY AND BENEFITS, CONSIDERS EFFECTIVENESS AND RESULTS OF THE INDIVIDUALS, USES COMPARABILITY DATA FROM UNITED WAY WORLDWIDE HUMAN CAPITAL SURVEY, AND IS RESPONSIBLE FOR DETERMINING THE COMPENSATION WITHIN ALLOWED LIMITS SET BY THE BOARD OF DIRECTORS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE AUDIT OF THE PAST YEAR FINANCIAL STATEMENTS AND THE IRS 990 ARE AVAILABLE ON OUR WEBSITE AT WWW.UWOLMSTED.ORG. OUR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY CAN BE OBTAINED UPON REQUEST BY CALLING US AT 507-287-2000. FORM 990, PART IX, LINE 21: MEMBERSHIP IN UNITED WAY WORLDWIDE CONSTITUTES AN AFFILIATED RELATIONSHIP UNDER THE IRS DEFINITION OF FEDERATED FUNDRAISING AGENCIES, AND AS SUCH, DUES ARE PAID TO UNITED WAY WORLDWIDE BY UNITED WAY OF OLMSTED COUNTY, INC. AS REPORTED ON LINE 21, PART IX OF FORM 990. THE PAYMENT REPORTED HERE IS A QUOTA SUPPORT PAYMENT TO UNITED WAY WORLDWIDE FOR WHICH UNITED WAY OF OLMSTED COUNTY, INC. RECEIVES: THE RIGHT TO USE THE NATIONAL BRAND IN CHARITABLE ENDEAVORS, NATIONAL ADVOCACY OF ISSUES, MEMBER EDUCATION AND TRAININGS, CENTRALIZED CREATION AND SUPPORT FOR MARKETING OF FUNDRAISING CAMPAIGNS, FOSTERING OF RELATIONSHIPS WITH NATIONAL ORGANIZATIONS THAT SUPPORT MULTIPLE MEMBERS, ESTABLISHMENT AND MONITORING OF COMPLIANCE WITH STANDARDS OF ACCOUNTABILITY BY MEMBERS, ESTABLISHMENT OF POLICIES AND PROCESSES THAT IMPROVE OPERATIONAL EFFICIENCIES AMONG MEMBERS, AND PROMOTION OF THE CONCEPT OF LOCAL COMMUNITY IMPACT ON A NATIONAL SCALE. FORM 990, PART IX, LINE 25: THE STANDARD FORMULA FOR CALCULATING THE OVERHEAD RATIO AMONG UNITED WAY ORGANIZATIONS IS AS FOLLOWS: IRS 990, PART IX LINE 25, COLUMN C + COLUMN D (DIVIDED BY) FORM 990, PART VIII, LINE 12, COLUMN A (TOTAL REVENUE) THE UNITED WAY OF OLMSTED COUNTY, INC OVERHEAD RATIO IS: 27%