2025-10-28T07:23:28-05:00 2024-12-31 411489071 SMITH SCHAFER AND ASSOC LTD 2575 COMMERCE DRIVE NW SUITE 200 ROCHESTER MN 55901 990 2024-01-01 411410669 SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC SOUT 5072886944 2746 SUPERIOR DRIVE NW SUITE 300 ROCHESTER MN 55901 LAURIE BROWNELL EXECUTIVE DIRECTOR 5072886944 2025-10-01 1 1 JASON P BOYNTON P00029979 5072883277 2025-10-01 2024 2025-03-06 01:10:19Z LAURIE BROWNELL 2746 SUPERIOR DRIVE NW SUITE 300 ROCHESTER MN 55901 6654924 0 X WWW.SEMAAA.ORG X 1981 MN TO HELP OLDER ADULTS AGE SUCCESSFULLY WHILE MAINTAINING THEIR DIGNITY AND INDEPENDENCE IN THE COMMUNITY THROUGH INFORMED CHOICES. THIS MISSION IS ACCOMPLISHED THROUGH FEDERAL AND STATE GRANTS AWARDED TO CONTRACTORS WHO PROVIDE SOCIAL SERVICES, CAREGIVER SUPPORT SERVICES, NUTRITION PROGRAMS AND CHRONIC DISEASE MANAGEMENT ACTIVITIES. 11 11 23 14 0 0 6542552 6529189 71803 112791 14515 12944 0 0 6628870 6654924 3296729 3756391 0 0 1773780 1757221 0 0 0 1513205 1078923 6583714 6592535 45156 62389 2000849 2525607 1027961 1491508 972888 1034099 X TO HELP OLDER ADULTS AGE SUCCESSFULLY WHILE MAINTAINING THEIR DIGNITY AND INDEPENDENCE IN THE COMMUNITY THROUGH INFORMED CHOICES. THIS MISSION IS ACCOMPLISHED THROUGH FEDERAL AND STATE GRANTS AWARDED TO CONTRACTORS WHO PROVIDE SOCIAL SERVICES, CAREGIVER SUPPORT SERVICES, NUTRITION PROGRAMS AND CHRONIC DISEASE MANAGEMENT ACTIVITIES. 0 0 5929067 3756391 6641980 AWARDING AND MONITORING FEDERAL AND STATE GRANTS FOR SENIOR NUTRITION PROGRAMS, INCLUDING CONGREGATE AND HOME-DELIVERED; IN-PERSON ASSISTANCE TO SENIORS AND THEIR CAREGIVERS FOR SENIORS DESIRING TO RETURN HOME FROM AN INSTITUTIONAL-BASED SETTING; AND PROVIDING INFORMATION AND IN-DEPTH ASSISTANCE THROUGH THE 'SENIOR LINKAGE LINE' TO THE 11 COUNTY REGION. ELDERCARE DEVELOPMENT PARTNERSHIP (EDP) PROVIDING TECHNICAL ASSISTANCE TO COMMUNITY ORGANIZATIONS AND OTHER PARTNERS TO DEVELOP LONG-TERM SERVICE SUPPORTS, HEALTH EDUCATION, AND AGE/DEMENTIA FRIENDLY COMMUNITIES. 5929067 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 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 0 0 1 15 0 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X KIM VOTH 5072886944 2746 SUPERIOR DRIVE NW SUITE 300 ROCHESTER MN 55901 MARIE HLAVA TREASURER 4.00 X X 0 0 0 MARJORIE FULLER DIRECTOR 2.00 X 0 0 0 LINDA MCPEAK DIRECTOR 2.00 X 0 0 0 DAVE VANDERGON VICE CHAIR 4.00 X X 0 0 0 MIKE HANCOCK SECRETARY 4.00 X X 0 0 0 DR DWIGHT JENNINGS AT-LARGE REPRESENTATIVE 2.00 X 0 0 0 JEAN EATON CHAIR 4.00 X X 0 0 0 RACHEL BOYUM DIRECTOR 2.00 X 0 0 0 KAREN HANSON DIRECTOR 2.00 X 0 0 0 MAGGIE COOK AT-LARGE REPRESENTATIVE 2.00 X 0 0 0 DAVID BEIMERS DIRECTOR 2.00 X 0 0 0 LAURIE BROWNELL EXECUTIVE DIRECTOR 40.00 X 112328 0 23154 KIM VOTH FINANCE DIRECTOR 40.00 X 110193 0 6469 222521 0 29623 2 0 0 0 0 6521691 7498 6529189 GRANT/VOIP MGMT FEES 624100 112791 112791 112791 12944 12944 6654924 112791 0 12944 3756391 3756391 135482 135482 1274645 929524 345121 64800 44525 20275 174164 138201 35963 108130 68006 40124 68384 47842 20542 7287 2636 4651 VOIP PROJECT 696565 696565 SUPPLIES 42765 35486 7279 263922 209891 54031 6592535 5929067 663468 0 156465 28423 827827 537896 379276 1432296 923 277947 227499 73556 72378 284855 227115 2000849 2525607 70114 69099 262041 839579 410951 355715 284855 227115 1027961 1491508 X 968509 1029632 4379 4467 972888 1034099 2000849 2525607 62389 -1178 0 X X 0 1 X 1 1 1 X 6130704 6173935 6171540 6542552 6529189 31547920 6130704 6173935 6171540 6542552 6529189 31547920 31547920 3196 2637 2805 14515 12944 36097 31584017 0.99890 0.99900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 RIGHT-OF-USE-ASSET - OPERATING 227115 227115 LEASE LIABILITY - OPERATING 227115 227115 6653746 -1178 -1178 6654924 0 6654924 6592535 0 6592535 0 6592535 1 MOWER COUNTY SENIORS INC 400 3RD AVENUE NE AUSTIN MN 55912 411267614 501(C)(3) 93312 0 TO PROVIDE FOR THE SOCIAL WELL-BEING OF THE AGING POPULATION SOUTHERN MINNESOTA REGIONAL LEGAL SERVICES INC 55 E 5TH STREET STE 1000 ST PAUL MN 55101 411316151 501(C)(3) 84810 0 TO PROVIDE FOR THE SOCIAL WELL-BEING OF THE AGING POPULATION SEMCAC INC 204 S ELM STREET RUSHFORD MN 55971 410907135 501(C)(3) 2383537 0 TO PROVIDE FOR THE SOCIAL WELL-BEING OF THE AGING POPULATION THREE RIVERS COMMUNITY ACTION INC 1414 NORTH STAR DRIVE ZUMBROTA MN 55992 410906178 501(C)(3) 435671 0 TO PROVIDE FOR THE SOCIAL WELL-BEING OF THE AGING POPULATION FAMILY SERVICE ROCHESTER INC 4600 18TH AVENUE NW ROCHESTER MN 55901 410883453 501(C)(3) 149236 0 TO PROVIDE FOR THE SOCIAL WELL-BEING OF THE AGING POPULATION ELDER NETWORK 1130-1/2 7TH STREET NW STE 205 ROCHESTER MN 55901 411704390 501(C)(3) 286765 0 TO PROVIDE FOR THE SOCIAL WELL-BEING OF THE AGING POPULATION SENIOR RESOURCES OF FREEBORN COUNTY 901 LUTHER PLACE ALBERT LEA MN 56007 411384794 501(C)(3) 75210 0 TO PROVIDE FOR THE SOCIAL WELL-BEING OF THE AGING POPULATION CITY OF WINONA 207 LAFAYETTE WINONA MN 55987 416005651 170(B)(1)(A) 61120 0 TO PROVIDE FOR THE SOCIAL WELL-BEING OF THE AGING POPULATION CATHOLIC CHARITIES OF SOUTHERN MN 111 MARKET STREET STE 2 WINONA MN 55987 410721636 501(C)(3) 35482 0 TO PROVIDE FOR THE SOCIAL WELL-BEING OF THE AGING POPULATION LACRESCENT AREA HEALTHY COMMUNITY PARTNERSHIP 333 MAIN STREET LA CRESCENT MN 55947 202665775 501(C)(3) 86961 0 TO PROVIDE FOR THE SOCIAL WELL-BEING OF THE AGING POPULATION WINONA STATE UNIVERSITY 175 WEST MARK STREET WINONA MN 55987 411687554 170(B)(1)(A) 26341 0 TO PROVIDE FOR THE SOCIAL WELL-BEING OF THE AGING POPULATION FAITH IN ACTION IN RED WING 320 WEST AVENUE SUITE B RED WING MN 55066 411920774 501(C)(3) 30026 0 TO PROVIDE FOR THE SOCIAL WELL-BEING OF THE AGING POPULATION 12 PART I, LINE 2: THE ORGANIZATION MONITORS PROJECTS BY REQUIRING AND REVIEWING QUARTERLY NARRATIVE AND FINANCIAL REPORTS FROM EACH FUNDED PROJECT. THE ORGANIZATION ALSO PERFORMS AN ANNUAL ASSESSMENT DURING THE CONTRACT. FORMAL CLOSURE OF THE PROJECT IS ACHIEVED USING AUDITED FINANCIAL STATEMENTS OR BY CONDUCTING A YEAR-END FINANCIAL REVIEW TO ENSURE FUNDS ARE BEING SPENT IN ACCORDANCE WITH THE REQUIREMENTS OF THE OLDER AMERICANS ACT. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED FOR APPROVAL DURING A BOARD MEETING PRIOR TO ITS BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE AN APPLICATION TO BE ON THE BOARD. THE APPLICATION LISTS THEIR OTHER INVOLVEMENTS WITH ORGANIZATIONS THAT MAY POSSIBLY CAUSE A CONFLICT. BOARD MEMBERS ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST WRITTEN POLICY, AND INTERVIEWED BY THE EXECUTIVE DIRECTOR TO ENSURE NO CONFLICT OF INTEREST CURRENTLY EXISTS. BEFORE THE BOARD VOTES ON ACTIONS INVOLVING THE DISBURSEMENTS OF FUNDS TO OTHER ORGANIZATIONS, THE MEMBERS ARE REMINDED OF THE POLICY AND THAT EACH MAY NOT MAKE MOTIONS AND MAY NOT VOTE ON ACTIONS THAT MAY CAUSE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION DETERMINATION INCLUDES REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD USING A SURVEY PROCESS INCLUDING STAFF AND BOARD. COMPENSATION IS REVIEWED AND BASED ON PERFORMANCE AND AN EQUITABLE WAGE ANALYSIS. OTHER BENEFITS PROVIDED FOR THE EXECUTIVE DIRECTOR ARE THE SAME AS ALL OTHER EXEMPT STAFF IN THE ORGANIZATION. SALARIES AND BENEFITS ARE STATED IN THE ANNUAL BUDGET AND ARE PRESENTED TO THE BOARD IN JULY OR AUGUST OF EACH YEAR FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE FOR PUBLIC REVIEW UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS'S BYLAWS, PERSONNEL POLICIES, ANNUAL BUDGET, INDEPENDENT AUDITED FINANCIAL STATEMENTS, AND FORM 990 ARE ALL AVAILABLE FOR REVIEW AT THE AGENCY UPON REQUEST. IN ADDITION, MUCH OF THIS INFORMATION IS REVIEWED AT OUR MONTHLY PUBLIC BOARD MEETINGS. WE ARE REQUIRED BY POLICY TO PROVIDE ALL OF THE DETAILS TO THE STATE OF MINNESOTA FOR REVIEW BY THE DEPARTMENT OF HUMAN SERVICES/MN BOARD ON AGING IN ORDER TO ADMINISTER THE FEDERAL AND STATE FUNDS. ALL AUDITS ARE REVIEWED AND CLEARED BY THE MINNESOTA STATE SINGLE AUDIT REVIEW OFFICE. FORM 990, PART XII, LINE 3B: THE ORGANIZATION OBTAINED THE SERVICES OF AN INDEPENDENT ACCOUNTING FIRM TO PERFORM AN AUDIT ON COMPLIANCE AND ON INTERNAL CONTROLS OVER FINANCIAL REPORTING IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS. THE ACCOUNTING FIRM SUBMITTED THE REQUIRED AUDIT REPORT TO MANAGEMENT ON JULY 9, 2025.