2025-11-14T15:52:27-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2024-01-01 410956396 UNITED WAY OF FREEBORN COUNTY INC UNIT 5073738670 PO BOX 686 ALBERT LEA MN 56007 ERIN HAAG EXECUTIVE DIRECTOR 5073738670 2025-11-13 1 0 KATHERINE LUTZKE CPA P01760889 5072802300 2025-11-13 2024 2025-03-06 01:10:19Z ERIN HAAG PO BOX 686 ALBERT LEA MN 56007 297884 0 X WWW.UNITEDWAYFC.ORG X 1959 MN UNITING PEOPLE AND RESOURCES TO IMPROVE LIVES. 8 8 7 161 0 0 474630 292687 0 0 306 4673 0 524 474936 297884 42465 50377 0 0 107116 113297 0 0 44989 184031 235479 333612 399153 141324 -101269 1060417 954187 184458 173237 875959 780950 X THE MISSION OF THE UNITED WAY OF FREEBORN COUNTY IS: UNITING PEOPLE AND RESOURCES TO IMPROVE LIVES. THERE ARE THREE AREAS OF FOCUS: EDUCATION: EARLY CHILDHOOD/LITERACY; INCOME: FINANCIAL INDEPENDENCE/BASIC NEEDS; HEALTH: MENTAL HEALTH 0 0 266939 50377 169802 DURING 2024, SIGNIFICANT FOCUS WAS ADDRESSING THE FOCUS AREAS OF FOOD INSECURITY AND ASSESSING COMMUNITY NEEDS FOLLOWING THE INITIAL WAVE OF THE PANDEMIC. UNITED WAY INVESTED IN PROGRAMS PROVIDING HUMAN SERVICES. PROGRAMS RANGE FROM SUPPORTING PROGRAMS WITH EARLY CHILDHOOD SERVICES, SENIOR CARE, AND EMERGENCY SERVICES SUCH AS FOOD ACCESS AND SHELTER. UNITED WAY ALSO SUPPORTS INTERNAL PROGRAMMING SUCH AS THE DOLLY PARTON IMAGINATION LIBRARY WHICH PROVIDES AGE-APPROPRIATE BOOKS FOR CHILDREN BIRTH TO AGE FIVE; AND THE WINTER GEAR DRIVE, PROVIDING WEATHER APPROPRIATE CLOTHING FOR COMMUNITY MEMBERS. UNITED WAY OF FREEBORN COUNTY'S PRIMARY FOCUS IS ON THE AREAS OF HEALTH, FINANCIAL LITERACY, AND EDUCATION, THUS LOOKING AT IMMEDIATE AND LONG-TERM SUSTAINABILITY OF NON-PROFITS IN OUR AREA. 266939 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X ERIN HAAG 5073738670 PO BOX 686 ALBERT LEA MN 56007 MATT TWEDT CHAIR - PART YEAR 1.00 X X 0 0 0 MARILYN RASMUSSEN PAST CHAIR/CHAIR 1.00 X X 0 0 0 MARK CALDRON TREASURER - PART YEAR 1.00 X X 0 0 0 JENNIFER WALSH DIRECTOR/TREASURER 1.00 X X 0 0 0 THERESE SALAZAR SECRETARY 1.00 X X 0 0 0 APRIL JEPPSON DIRECTOR 1.00 X 0 0 0 EILEEN WOYEN DIRECTOR 1.00 X 0 0 0 KARI ZEIRDEN DIRECTOR 1.00 X 0 0 0 JOHANNA THOMAS DIRECTOR 1.00 X 0 0 0 CHRISTINE NELSON DIRECTOR 1.00 X 0 0 0 ERIN HAAG EXECUTIVE DIRECTOR 40.00 X 52000 0 0 52000 0 0 0 0 0 0 0 65102 227585 61752 292687 4673 4673 524 0 524 524 297884 0 0 5197 50377 50377 52000 13000 26000 13000 53246 36465 5574 11207 8051 3784 2415 1852 374 374 19407 19407 4128 792 3336 6792 3192 2038 1562 63307 29754 18992 14561 3769 3769 4862 2285 1459 1118 FOOD PANTRY 119050 119050 LIBRARY EXPENSE 6975 6975 STAFF EXPENSES 3012 3012 MISCELLANEOUS 2733 1265 849 619 1070 1070 399153 266939 87225 44989 624679 583555 1088 3986 211022 169773 18848 10590 12027 8258 211601 188615 1060417 954187 11167 18228 54588 60377 118703 94632 184458 173237 X 617005 593986 258954 186964 875959 780950 1060417 954187 -101269 6260 0 X 1 X 0 1 0 X 285657 344578 298240 474630 292687 1695792 285657 344578 298240 474630 292687 1695792 49386 1646406 5648 383 733 306 4673 11743 3810 3261 524 7595 243 243 1715373 0.95980 0.96040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 243. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10075 3190 6885 8773 7400 1373 8258 MINNESOTA COMMUNITY FOUNDATION 97904 RIGHT-OF-USE ASSET 90711 188615 LEASE LIABILITY 94632 94632 1 ISD #241 211 W RICHWAY DR ALBERT LEA MN 56007 416001171 501(C)(3) 8000 0 N/A N/A AGENCY GRANT ALBERT LEA CHAMBER FOUNDATION 132 N BROADWAY AVE ALBERT LEA MN 56007 410117928 501(C)(3) 8000 0 N/A N/A AGENCY GRANT ALBERT LEA FAMILY YMCA 2021 W MAIN ST ALBERT LEA MN 56007 411000679 501(C)(3) 8000 0 N/A N/A AGENCY GRANT CEDAR VALLEY SERVICES INC 2111 4TH ST NW AUSTIN MN 55912 410870082 501(C)(3) 8000 0 N/A N/A AGENCY GRANT SEMCAC PO BOX 549 RUSHFORD MN 55971 410907135 501(C)(3) 8000 0 N/A N/A AGENCY GRANT FIRST LUTHERAN CHURCH OF ALBERT LEA MINNESOTA 301 W CLARK ST ALBERT LEA MN 56007 410721645 501(C)(3) 8000 0 N/A N/A AGENCY GRANT 6 0 PART I, LINE 2: THE USE OF GRANT FUNDS IS MONITORED BY THE ORGANIZATION'S COMMUNITY INVESTMENT COMMITTEE. THE PROCEDURES ARE UNIQUE TO EACH GRANTEES FINANCIAL SITUATION. X 1 61752 0 0 0 PART I, COLUMN (B): COLUMN (B) REFLECTS THE NUMBER OF DONORS. FORM 990, PART VI, SECTION A, LINE 1A ON OCCASION, THE BOARD OF DIRECTORS WILL APPOINT A SPECIAL TASK COMMITTEE TO CARRY OUT A PARTICULAR ACTION. THE COMMITTEE MEMBERS ARE COMPRISED OF BOARD MEMBERS. THE SCOPE IS LIMITED TO THE SPECIFIC TASK TO CARRY OUT, AND THE AUTHORITY IS ONLY WITHIN THE ASSIGNMENT'S PARAMETERS. THIS SPECIFIC TASK AND SCOPE ARE DEFINED AND DOCUMENTED IN THE BOARD OF DIRECTORS MEETING MINUTES. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS - AS STATED IN THE BY-LAWS ANY INDIVIDUAL OR BUSINESS WHO MAKES A CONTRIBUTION FOR THE CURRENT YEAR IS A MEMBER FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS AND THEIR RIGHTS - AS STATED IN THE BY-LAWS ANY INDIVIDUAL OR BUSINESS WHO MAKES A CONTRIBUTION FOR THE CURRENT YEAR SHALL BE INVITED TO THE ANNUAL MEETING. EACH MEMBER ATTENDING THE ANNUAL MEETING IS ENTITLED TO ONE VOTE ON MATTERS TO BE VOTED ON BY MEMBERS. THERE SHALL BE NO VOTING BY PROXY. A MAJORITY OF MEMBERS PRESENT AND VOTING ON ANY PARTICULAR ISSUE SHALL CONSTITUTE THE ACT OF THE MEMBERS, EXCEPT THAT A PLURALITY VOTE SHALL BE CONSIDERED SUFFICIENT TO ELECT PERSONS TO THE BOARD OF DIRECTORS IN CONTESTED ELECTIONS. THE ANNUAL MEETING OF THE UNITED WAY SHALL BE HELD WITHIN THIRTY DAYS OF FISCAL CLOSE. THE AGENDA INCLUDES THE ANNUAL REPORT AND ELECTION OF NEW BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED ANNUALLY AT A MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD AND COMMUNITY INVESTMENT COMMITTEE MEMBERS ARE REQUIRED TO SIGN A CODE OF ETHICS FORM ANNUALLY WHICH OUTLINES POTENTIAL CONFLICTS OF INTEREST. THE ENFORCEMENT OF THIS POLICY IS CARRIED OUT REGARDING ANY FUNDING OR POLICY DECISIONS. IF THERE IS A CONFLICT OF INTEREST, THE BOARD OF COMMUNITY INVESTMENT MEMBER IS REQUESTED TO ABSTAIN FROM VOTING. PROCEEDINGS ARE RECORDED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL: OFFICE STAFF COMPLETE AN ANNUAL REVIEW CONDUCTED BY AN AD-HOC COMMITTEE FROM THE BOARD OF DIRECTORS. PAY RATES ARE DETERMINED FROM A COMPARISON OF SIMILAR UNITED WAY ORGANIZATIONS OBTAINED THROUGH UNITED WAY WORLDWIDE. BOTH POSITIONS ARE ALSO ENCOURAGED TO DOCUMENT GOALS AND EVALUATED BASED ON RESULTS OF ANNUAL ACCOMPLISHMENTS. STAFF IS EXCUSED FROM FINAL DISCUSSIONS AT BOTH EXECUTIVE AND BOARD MEETINGS WHEN SALARY AND BENEFITS ARE DETERMINED FOR THE FOLLOWING YEAR. THIS PROCESS IS DOCUMENTED IN THE BOARD MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE IRS FORM 990 AND ANNUAL REPORT ARE AVAILABLE FOR REVIEW AT THE UNITED WAY OF FREEBORN COUNTY OFFICE. SEVERAL POLICY DOCUMENTS ARE AVAILABLE ON THE WEB SITE: WWW.UNITEDWAYFC.ORG INCLUDING THE CODE OF ETHICS, WHISTLE BLOWER POLICY, BYLAWS, ANNUAL REPORT, 990S AND OTHER FINANCIAL DOCUMENTS.