2023-08-04T10:49:04-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2022-01-01 411344744 RONALD MCDONALD HOUSE CHARITIES MIDWEST MN WI IA RONA 5072823955 850 2ND ST SW ROCHESTER MN 55902 HILARY STONELAKE-CURTIS PRESIDENT 5072823955 2023-08-01 1 HILARY STONELAKE-CURTIS 999009999 0 KATHERINE LUTZKE CPA P01760889 5072802300 2023-08-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X NICK MUELLER 850 2ND ST SW ROCHESTER MN 55902 4707807 0 X WWW.RMHCMIDWESTMWI.ORG X 1979 MN TO PROVIDE A "HOME AWAY FROM HOME AND SUPPORT FAMILIES SEEKING MEDICAL CARE FOR THEIR CHILDREN. 22 22 29 347 0 0 2366580 3598021 13020 44768 986814 469236 264031 328429 3630445 4440454 2500 3250 0 0 1269290 1387538 0 0 252154 1668376 1832515 2940166 3223303 690279 1217151 26737423 26472033 116918 215239 26620505 26256794 TO PROVIDE A "HOME AWAY FROM HOME AND OFFER SUPPORT TO FAMILIES SEEKING MEDICAL CARE FOR THEIR CHILDREN. 0 0 2740795 3250 44768 THE RONALD MCDONALD HOUSE OF ROCHESTER, MN PROVIDES A HOME AWAY FROM HOME AND CARING SUPPORT TO FAMILIES SEEKING MEDICAL CARE FOR THEIR CHILDREN. FOR FORTY YEARS, WE HAVE SERVED FAMILIES FROM ACROSS THE UNITED STATES AND FROM AROUND THE WORLD ONE FAMILY AT A TIME. A CHILD'S MEDICAL TREATMENT IMPACTS THE ENTIRE FAMILY, AND RONALD MCDONALD HOUSE WORKS TO KEEP FAMILIES TOGETHER DURING DIFFICULT DAYS AND LONG NIGHTS. RONALD MCDONALD HOUSE, WITH THE SUPPORT OF OUR FOUNDING MISSION PARTNER MCDONALD'S, RELIES UPON THE GENEROSITY OF A CARING COMMUNITY AND THE DEDICATION OF COMMITTED VOLUNTEERS TO ADVANCE OUR MISSION. 2740795 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MN X X NICK MUELLER 5074243215 850 2ND ST SW ROCHESTER MN 55902 HILARY R STONELAKE-CURTIS PRESIDENT 0.31 X X 0 0 0 COREY HEIMER PRESIDENT-ELECT 0.31 X X 0 0 0 CAMI ENKE PAST-PRESIDENT 0.29 X X 0 0 0 CHRIS RYAN TREASURER 0.12 X X 0 0 0 ASHTON BOON SECRETARY 0.17 X X 0 0 0 WENDY LOMMEN DIRECTOR 0.12 X 0 0 0 TRACY LEE DIRECTOR 0.15 X 0 0 0 BRIAN ELLSWORTH DIRECTOR 0.08 X 0 0 0 JACOB MALWITZ DIRECTOR 0.12 X 0 0 0 CHRIS COLBY DIRECTOR 0.12 X 0 0 0 LINDSAY YOUNG DIRECTOR 0.15 X 0 0 0 JENNA BOWMAN DIRECTOR 0.13 X 0 0 0 ED STANLEY DIRECTOR 0.12 X 0 0 0 WADE BEAVERS DIRECTOR 0.04 X 0 0 0 JEFFREY WEISZ DIRECTOR 0.12 X 0 0 0 MICHELLE FAGAN DIRECTOR 0.12 X 0 0 0 AL KUBLY DIRECTOR 0.10 X 0 0 0 NADIA LAACK DIRECTOR 0.12 X 0 0 0 KATIE POST DIRECTOR 0.12 X 0 0 0 DAN TUOHY DIRECTOR 0.13 X 0 0 0 TYLER COLEMAN DIRECTOR 0.13 X 0 0 0 JEFF BROWN DIRECTOR 0.12 X 0 0 0 JASON BOYTON DIRECTOR 0.08 X 0 0 0 ELAINE EBERHART DIRECTOR - PART YEAR 0.05 X 0 0 0 OLA FAMUYIDE DIRECTOR - PART YEAR 0.05 X 0 0 0 JILL ROCK DIRECTOR - PART YEAR 0.12 X 0 0 0 MIKE ZINSER DIRECTOR - PART YEAR 0.12 X 0 0 0 PEGGY ELLIOTT EXECUTIVE DIRECTOR - PART YEAR 40.00 X 68663 0 7925 NICK MUELLER EXECUTIVE DIRECTOR 50.00 X 39161 0 980 107824 0 8905 0 0 0 0 0 3598021 380698 3598021 THIRD PARTY BILLING 900099 44768 44768 44768 474854 474854 139208 141321 3505 -2113 -3505 -5618 -5618 424209 118230 305979 305979 4950 4297 653 653 MISCELLANEOUS REVENUE 900099 21797 21797 21797 4440454 44768 0 797665 3250 3250 116729 87547 11673 17509 1036910 857814 103691 75405 137241 113160 13725 10356 96658 79341 9576 7741 22247 22247 66740 66740 15278 11981 764 2533 14749 12537 2212 53735 42988 8060 2687 171438 162866 8572 3840 3072 768 643626 643626 68846 65404 3442 FAMILY ACTIVITIES 332324 332324 DIRECT MAIL 120350 120350 REPAIRS AND MAINTENANCE 104770 104770 MISCELLANEOUS EXPENSE 98079 46062 42926 9091 116493 107313 2698 6482 3223303 2740795 230354 252154 1246915 1049005 636366 889700 9406 134244 12962 12474 23967 31398 23305149 5018983 17493778 18286166 7110333 5911751 203696 157295 26737423 26472033 90405 123639 26513 91600 116918 215239 X 25742500 25377526 878005 879268 26620505 26256794 26737423 26472033 1217151 -1580862 0 X X 0 1 X 1 0 X 5620700 1674140 2135068 2366580 3598021 15394509 5620700 1674140 2135068 2366580 3598021 15394509 15394509 497326 39502 68117 912546 474854 1992345 305967 293025 315068 261561 305979 1481600 9985 7881 58874 2357 21797 100894 18969348 288451 0.81150 0.87730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 9,985. 2019 AMOUNT: $ 7,881. 2020 AMOUNT: $ 16,673. 2021 AMOUNT: $ 2,357. 2022 AMOUNT: $ 21,797. THIRD PARTY BILLING - 2020 AMOUNT: $ 42,201. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 496250 496250 496250 496250 496250 496250 496250 496250 556272 60022 496250 0.00000 1.00000 0.00000 0 0 22396185 4584398 17811787 904964 434585 470379 4000 4000 18286166 X 2977822 -1580862 118230 -1462632 4440454 0 4440454 3341533 118230 118230 3223303 0 3223303 PART V, LINE 4: ENDOWMENT FUNDS WILL BE USED FOR THE LONG-TERM NEEDS OF THE RONALD MCDONALD HOUSE. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME, IF ANY, FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECORDED IN INCOME 118,230. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECORDED IN INCOME 118,230. HEARTS & DIAMONDS GALA 165521 165521 77810 BIRDIE GOLF TOURNAMENT 71181 71181 38966 3 236702 236702 116776 116776 119926 DATA SMART COMPUTERS - JEFF WEISZ OWNER 19370 RONALD MCDONALD HOUSE OF ROCHESTER MN, INC. CONTRACTS IT SERVICES FROM DATA SMART COMPUTERS. DATA SMART COMPUTERS IS OWNED BY BOARD MEMBER JEFF WEISZ. 0 X GIFTS, SUPPLIES, ETC. 1277 380698 FMV 0 0 0 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS NUMEROUS COMMITTEES THAT MEET OUTSIDE OF THE REGULAR SCHEDULED BOARD MEETINGS. THESE COMMITTEES INCLUDE THE EXECUTIVE COMMITTEE, HR COMMITTEE, INVESTMENT/FINANCE COMMITTEE, TECHNOLOGY COMMITTEE, DEVELOPMENT COMMITTEE, VOLUNTEER COMMITTEE, FACILITY COMMITTEE, FUTURE PLANNING COMMITTEE, HEARTS & DIAMONDS COMMITTEE AND SWING YOUR BIRDIE COMMITTEE. THESE COMMITTEES HAVE BEEN DELEGATED TASKS BY THE BOARD OF DIRECTORS AND HAVE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS WHEN NECASSARY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, ACCOUNTANT, BOARD TREASURER, AND/OR BOARD PRESIDENT. ALSO, IT IS SUBMITTED TO RONALD MCDONALD HOUSE CHARITIES GLOBAL. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EMPLOYEES ARE COVERED BY OUR CONFLICT OF INTEREST POLICY. ANY OR ALL OF THE FOLLOWING ACTIONS MAY BE TAKEN IF THE BOARD OR COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS OR APPEARS TO EXIST: A) RESTRICTING THE BOARD MEMBER OR EMPLOYEE'S ATTENDANCE AT TIMES THAT MATTER IN QUESTION IS DISCUSSED, B) APPOINTING NON-INTERESTED PERSON(S) TO EXAMINE AND REPORT UPON THE PROPOSED BUSINESS TRANSACTION AND ALTERNATIVES, OR, C) BEFORE APPROVING A PROPOSED BUSINESS TRANSACTION, SPECIFICALLY DETERMINING THAT THE TRANSACTION IS IN THE HOUSE'S BEST INTEREST AND IS FAIR AND REASONABLE. CONSIDERATIONS AND ACTIONS TAKEN ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 CHIEF EXECUTIVE OFFICER (CEO) COMPENSATION IS DETERMINE FOLLOWING AN ANNUAL REVIEW AND IS SET BY A COMMITTEE CONSISTING OF THE BOARD PRESIDENT, PAST PRESIDENT AND PRESIDENT ELECT. ADDITIONALLY, ALL STAFF POSITIONS, INCLUDING CEO, HAVE AN ESTABLISHED SALARY RANGE AND ASSOCIATED CRITERIA BASED UPON AN APPROVED PROCESS. THE HR COMMITTEE ANNUALLY APPROVES THE OVERALL SALARY INCREASE FOR THE ORGANIZATION WHEN THE BUDGETS ARE CREATED. FOLLOWING APPROVAL BY THE HR COMMITTEE, THE OVERALL SALARY INCREASE IS SENT TO THE INVESTMENT/FINANCE COMMITTEE FOR REVIEW AND APPROVAL AS PART OF THE ENTIRE ORGANIZATION'S BUDGET. THE EXECUTIVE COMMITTEE AND FULL BOARD OF TRUSTEES APPROVE THE SALARY INCREASE FOR THE YEAR WHEN THEY APPROVE THE BUDGET. ONCE THE BUDGET HAS BEEN APPROVED, THE CEO DETERMINES ALL STAFF COMPENSATION, EXCEPT THAT OF THE CEO, BASED ON MERIT. EVERY STAFF POSITION HAS AN ESTABLISHED SALARY RANGE, BASED ON AN APPROVED PROCESS. SALARY RANGES ARE UPDATED EVERY TWO YEARS WHEN THE MINNESOTA COUNCIL OF NONPROFITS SALARY BOOK IS PUBLISHED. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS RELATING TO GOVERNANCE, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS ARE RETAINED AT ITS FACILITY IN ROCHESTER AND ARE AVAILABLE FOR PUBLIC INSPECTION AS REQUESTED. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.