2023-11-14T14:04:51-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2022-01-01 410956396 UNITED WAY OF FREEBORN COUNTY INC UNIT 5073738670 PO BOX 686 ALBERT LEA MN 56007 ERIN HAAG EXECUTIVE DIRECTOR 5073738670 2023-11-13 1 ERIN HAAG 999009999 0 KATHERINE LUTZKE CPA P01760889 5072802300 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ERIN HAAG PO BOX 686 ALBERT LEA MN 56007 302234 0 X WWW.UNITEDWAYFC.ORG X 1959 MN UNITING PEOPLE AND RESOURCES TO IMPROVE LIVES. 11 11 3 170 0 0 344578 298240 0 0 383 733 4053 3261 349014 302234 108750 85000 0 0 66016 78686 0 0 14680 52401 77340 227167 241026 121847 61208 727799 895918 48934 167955 678865 727963 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 1 0 151784 85000 0 DURING 2022, 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. 151784 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 0 0 0 0 0 0 0 0 0 1 3 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 JOHN DOUBLE CHAIR 1.00 X X 0 0 0 JANELLE KOEPKE PAST CHAIR 1.00 X X 0 0 0 MARILYN RASMUSSEN VICE CHAIR 1.00 X X 0 0 0 KATHY LEIDAL SECRETARY - PART YEAR 1.00 X X 0 0 0 KEVIN LAFRANCE TREASURER - PART YEAR 1.00 X X 0 0 0 SALLY SKRLIN DIRECTOR AT LARGE 1.00 X 0 0 0 CHRISTINE NELSON DIRECTOR 1.00 X 0 0 0 MATT TWEDT DIRECTOR 1.00 X 0 0 0 MARK CALDRON DIRECTOR 1.00 X 0 0 0 PEGI AXTMAN DIRECTOR 1.00 X 0 0 0 APRIL JEPPSON DIRECTOR 1.00 X 0 0 0 JOE LUBKE DIRECTOR 1.00 X 0 0 0 NICK SCHILTZ DIRECTOR 1.00 X 0 0 0 EILEEN WOYEN DIRECTOR 1.00 X 0 0 0 ERIN HAAG EXECUTIVE DIRECTOR 40.00 X 44040 0 0 44040 0 0 0 0 0 0 0 104834 193406 298240 733 733 3261 0 3261 3261 302234 0 0 3994 85000 85000 44040 22020 17616 4404 28870 12512 14785 1573 5776 2830 2484 462 19507 19507 4278 4278 440 440 8920 4370 3836 714 13127 6611 5466 1050 1404 1404 1914 1914 889 436 382 71 MISCELLANEOUS 13241 6387 5779 1075 DOLLY PARTON IMAGE LIBR 7340 7340 CAMPAIGN 3927 3927 STAFF EXPENSE 2008 2008 345 345 241026 151784 74562 14680 372132 381654 150578 201223 92230 110211 15567 10672 6809 4895 106050 197935 727799 895918 8934 17059 40000 45000 0 105896 48934 167955 X 488204 727963 190661 0 678865 727963 727799 895918 61208 -12110 0 X 1 X 0 0 0 X 477516 312950 285657 344578 298240 1718941 477516 312950 285657 344578 298240 1718941 14737 1704204 3015 23198 5648 383 733 32977 3810 3261 7071 3912 243 4155 1763144 0.96660 0.96900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 3,912. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 243. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15567 10672 4895 4895 MINNESOTA COMMUNITY FOUNDATION 92039 RIGHT-OF-USE ASSET 105896 197935 LEASE LIABILITY 105896 105896 1 GRACE LUTHERAN CHURCH 918 GARFIELD AVE ALBERT LEA MN 56007 411260997 501(C)(3) 10000 0 N/A N/A AGENCY GRANT SEMCAC 204 SOUTH ELM STREET PO BOX 549 RUSHFORD MN 55971 410907135 501(C)(3) 10000 0 N/A N/A AGENCY GRANT FIRST LURTHERAN CHURCH 301 W CLARK ST ALBERT LEA MN 56007 410721645 501(C)(3) 10000 0 N/A N/A AGENCY GRANT CEDAR VALLEY SERVICES 2205 MYERS RD ALBERT LEA MN 56007 410870082 501(C)(3) 10000 0 N/A N/A AGENCY GRANT LIFE CENTER OF FREEBORN COUNTY 407 E WILLIAM STREET ALBERT LEA MN 56007 411374314 501(C)(3) 10000 0 N/A N/A AGENCY GRANT DAYBREAKERS KIWANIS 1845 GREENWOOD DRIVE ALBERT LEA MN 56007 416037713 501(C)(3) 10000 0 N/A N/A AGENCY GRANT SENIOR RESOURCES OF FREEBORN COUNTY 1659 WEST MAIN STREET ALBERT LEA MN 56007 411384794 501(C)(3) 10000 0 N/A N/A AGENCY GRANT THE CHILDREN'S CENTER 605 JAMES AVE ALBERT LEA MN 56007 410954380 501(C)(3) 10000 0 N/A N/A AGENCY GRANT STARS MENTORING 314 S BROADWAY ALBERT LEA MN 56007 412009710 501(C)(3) 5000 0 N/A N/A AGENCY GRANT 9 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. FORM 990, PART III, LINE 2 WELCOME PANTRY TO PROVIDE FOOD ASSISTANCE TO THOSE IN NEED 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. THIS PROCESS WAS LAST CONDUCTED IN 2022. 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.