2023-10-10T08:25:49-05:00 2023-03-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2022-04-01 410695594 UNITED WAY OF OLMSTED COUNTY INC UNIT 5072872000 903 WEST CENTER STREET NO 100 ROCHESTER MN 55902 JEROME FERSON PRESIDENT 5072872000 2023-09-25 1 JEROME FERSON 999009999 0 KATHERINE LUTZKE CPA P01760889 5072802300 2023-09-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEROME FERSON 903 WEST CENTER STREET NO 100 ROCHESTER MN 55902 4532402 0 X WWW.UWOLMSTED.ORG X 1925 MN UNITING PEOPLE AND RESOURCES TO IMPROVE PEOPLE'S LIVES IN OUR COMMUNITY 23 23 35 396 0 0 3182159 2733410 375385 655158 205643 32911 -4045 30016 3759142 3451495 1763960 1656211 0 0 1433473 1533931 0 0 675167 643407 740196 3840840 3930338 -81698 -478843 5240172 4601041 890543 841332 4349629 3759709 X UNITED WAY OF OLMSTED COUNTY IS AN AGENT OF COMMUNITY CHANGE THAT INSPIRES HOPE, CREATES OPPORTUNITY, AND CHAMPIONS PEOPLE IN NEED 0 0 1230624 1230624 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. 682655 0 655158 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. 425587 425587 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. 577839 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. 577839 0 0 2916705 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 35 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 MN X X JEROME FERSON 5072872000 903 WEST CENTER STREET SUITE 100 ROCHESTER MN 55902 SHAMILA AMARASEKERA BOARD CHAIR 2.00 X X 0 0 0 PIPER NIETERS SU VICE CHAIR 2.00 X X 0 0 0 MARK HETTINGER 2ND VICE CHAIR 1.00 X X 0 0 0 PAUL TIESKOETTER TREASURER 2.00 X X 0 0 0 CHAD DECOOK DIRECTOR 1.00 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 MELISSA JOHNSON DIRECTOR 1.00 X 0 0 0 SARAH JOYNT DIRECTOR 1.00 X 0 0 0 LINDSEY LEHMAN DIRECTOR 1.00 X 0 0 0 DONNA LUN DIRECTOR 1.00 X 0 0 0 SANDRA MEANS 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 0 695 ANGIE PUFFER PAST CHAIR 1.00 X 0 0 0 SHELLY SANNES DIRECTOR 1.00 X 0 0 0 JEFFREY STILWELL DIRECTOR 1.00 X 0 0 0 ARMIN BUDIMLIC DIRECTOR 1.00 X 0 0 0 JEROME FERSON PRESIDENT 38.00 X 149574 0 25467 DALE O'GROSKE CHIEF FINANCIAL OFFICER 38.00 X 84895 0 26608 234469 0 52770 1 0 1 0 0 37788 2695622 32691 2733410 PROGRAM SERVICES 624100 655158 655158 655158 71205 71205 168251 192048 -23797 -23797 -23797 816110 854404 -38294 -38294 -38294 54787 34455 20332 20332 UNCOLLECTED PLEDGES 624100 33481 33481 33481 3451495 655158 0 62927 X 1656211 1656211 286544 121750 133442 31352 927984 583441 53084 291459 60951 29577 16262 15112 165953 96301 28851 40801 92499 55329 12465 24705 1319 1319 16630 2662 13968 27632 27632 6481 56 4088 2337 233082 11439 195 221448 16257 6730 4192 5335 73272 35294 17518 20460 46959 34658 4586 7715 7286 6690 1154 -558 53129 43225 2073 7831 39926 32075 3939 3912 2250 2250 12973 2106 10061 806 PROGRAM EXPENSES 191439 191439 MISCELLANEOUS 11561 7722 1387 2452 3930338 2916705 338466 675167 180 182 648845 518928 1745058 1492167 72183 107200 42472 46156 2034210 1482421 573468 551789 2157966 1884619 5240172 4601041 77205 93189 292368 312739 37997 8486 482973 426918 890543 841332 X 2101057 1672138 2248572 2087571 4349629 3759709 5240172 4601041 -478843 -111077 0 X X 0 1 X 1 0 X 3475197 2951232 3669470 3182159 2733410 16011468 3475197 2951232 3669470 3182159 2733410 16011468 817151 15194317 249479 263375 237507 230191 239456 1220008 20332 20332 17251808 1832470 0.88070 0.90810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 535390 -31112 51180 4294 448804 553499 11909 25520 4498 535390 453702 129242 25700 3745 553499 511965 -28132 26100 4031 453702 543334 500 -806 27000 4063 511965 0.00000 1.00000 0.00000 1 0 77525 77525 1810552 1336288 474264 146133 146133 0 551789 DONOR DESIGNATIONS PAYABLE 426918 426918 X 2936724 -111077 34455 -76622 3013346 12562 425587 438149 3451495 3526644 34455 34455 3492189 12562 425587 438149 3930338 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 34,455. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 425,587. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES RELATED TO SPECIAL EVENTS 34,455. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 425,587. POWER OF PURPOSE 54787 54787 11215 3240 20000 54787 54787 11215 3240 20000 34455 20332 1 ABILITY BUILDING COMMUNITY 1911 14TH ST NW ROCHESTER MN 55901 410829178 501 ( C) 3 43467 0 PROGRAM AWARD AND DESIGNATIONS AMERICAN RED CROSS SOUTHEAST MINNESOTA 305 ALLIANCE PL NE ROCHESTER MN 55906 410693841 501 ( C) 3 8080 0 DESIGNATIONS BARBERSHOP & SOCIAL SERVICES 3270 19TH ST SUITE 208 ROCHESTER MN 55901 831558495 501 ( C) 3 23748 0 PROGRAM AWARD BEAR CREEK SERVICES INC 3108 HWY 52 N ROCHESTER MN 55901 411390671 501 ( C) 3 72539 0 PROGRAM AWARD BOY SCOUTS OF AMERICA GAMEHAVEN COUNCIL 607 E CENTER ST ROCHESTER MN 55904 410698309 501 ( C) 3 10246 0 DESIGNATIONS BYRON PUBLIC SCHOOLS ISD 531 630 1ST AVE NW BYRON MN 55920 416002825 501 ( C) 3 11873 0 PROGRAM AWARD CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER DBA CATHOLIC CHARITI 111 MARKET ST SUITE 2 WINONA MN 55987 410721636 501 ( C) 3 8934 0 DESIGNATIONS CENTER CITY HOUSING CORPORATION 105 1/2 W 1ST ST DULUTH MN 55802 363485584 501 ( C) 3 40012 0 PROGRAM AWARD CHANNEL ONE REGIONAL FOOD BANK 131 35TH ST SE ROCHESTER MN 55904 411379713 501 ( C) 3 82297 0 PROGRAM AWARD AND DESIGNATIONS COMMUNITY CELEBRATION CHURCH ASSEMBLY OF GOD 27337 COUNTY HWY 34 KASSON MN 55944 411928344 501 ( C) 3 15594 0 DESIGNATIONS DAMASCUS WAY RE-ENTRY CENTER INC 1515 E 66TH ST RICHFIELD MN 55423 411356073 501 ( C) 3 30000 0 PROGRAM AWARD DIVERSITY COUNCIL 1130 1/2 7TH ST NW SUITE 204 ROCHESTER MN 55901 411709139 501 ( C) 3 61002 0 PROGRAM AWARD AND DESIGNATIONS ELDER NETWORK 1130 1/2 7TH ST NW SUITE 205 ROCHESTER MN 55901 411704390 501 ( C) 3 15927 0 PROGRAM AWARD AND DESIGNATIONS FAMILIES FIRST OF MINNESOTA 126 WOODLAKE DR SE ROCHESTER MN 55904 410987753 501 ( C) 3 102275 0 PROGRAM AWARD AND DESIGNATIONS FAMILY PROMISE ROCHESTER 913 1ST ST NW ROCHESTER MN 55901 411953191 501 ( C) 3 24274 0 PROGRAM AWARD AND DESIGNATIONS FAMILY SERVICE ROCHESTER INC 4600 18TH AVE NW ROCHESTER MN 55901 410883453 501 ( C) 3 246694 0 PROGRAM AWARD AND DESIGNATIONS GOOD NEWS CHILDREN'S CENTER INC 2645 N BROADWAY ROCHESTER MN 55906 412001068 501 ( C) 3 23924 0 PROGRAM AWARD AND DESIGNATIONS INTERCULTURAL MUTUAL ASSISTANCE ASSOCIATION (IMAA) 2500 VALLEYHIGH DR NW ROCHESTER MN 55901 411497753 501 ( C) 3 127854 0 PROGRAM AWARD AND DESIGNATIONS JEREMIAH PROGRAM FOR ROCHESTER MN OFFICE 615 1ST AVE NE SUITE 210 MINNEAPOLIS MN 55413 411801834 501 ( C) 3 12086 0 PROGRAM AWARD AND DESIGNATIONS LEGAL ASSISTANCE OF OLMSTED COUNTY (LAOC) 1700 BROADWAY AVE N SUITE 124 ROCHESTER MN 55906 410992471 501 ( C) 3 37502 0 PROGRAM AWARD NEXT CHAPTER MINISTRIES PO BOX 9321 ROCHESTER MN 55903 300050922 501 ( C) 3 33609 0 PROGRAM AWARD AND DESIGNATIONS OLMSTED COUNTY PUBLIC HEALTH SERVICES 2100 CAMPUS DR SE SUITE 100 ROCHESTER MN 55904 416005859 501 ( C) 3 10000 0 PROGRAM AWARD PATRICIA D WRIGHT FOUNDATION & SCHOLARSHIP FUND INC 1316 AVON DR CINICINNATI OH 45229 811511285 501 ( C) 3 7020 0 DESIGNATIONS PAWS AND CLAWS HUMANE SOCIETY 3224 19TH ST NW ROCHESTER MN 55901 411311160 501 ( C) 3 12337 0 DESIGNATIONS PROJECT LEGACY ROCHESTER PO BOX 7182 ROCHESTER MN 55903 811223253 501 ( C) 3 8444 0 DESIGNATIONS RECOVERY IS HAPPENING 25 16TH ST NE ROCHESTER MN 55906 451259706 501 ( C) 3 40130 0 PROGRAM AWARD AND DESIGNATIONS ROCHESTER PUBLIC SCHOOLS ISD 535 615 7TH ST SW ROCHESTER MN 55902 416002803 501 ( C) 3 91161 36555 PROGRAM AWARD AND DESIGNATIONS SOCIETY OF ST VINCENT DE PAUL PAX CHRISTI CONFERENCE ROCHESTER MINNESOTA 2157 PONDEROSA DR SW ROCHESTER MN 55902 465044559 501 ( C) 3 7095 0 DESIGNATIONS SOUTHERN HILLS CHRISTIAN CHURCH 2115 MAPLE ST CARROLITON GA 30117 582248010 501 ( C) 3 15105 0 DESIGNATIONS ST PAULS LUTHERAN CHURCH & SCHOOL CANNON FALLS MN 30289 59TH AVENUE WAY CANNON FALLS MN 55009 411283737 501 ( C) 3 8500 0 DESIGNATIONS THE SALVATION ARMY NORTHERN DIVISION 2445 PRIOR AVE N ROSEVILLE MN 55113 410698597 CHURCH 76945 0 PROGRAM AWARD AND DESIGNATIONS TWO RIVERS HABITAT FOR HUMANITY 1530 GREENVIEW DR SW SUITE 107 ROCHESTER MN 55902 411664586 501 ( C) 3 5719 0 DESIGNATIONS UNITED WAY OF DODGE COUNTY MINNESOTA PO BOX 718 DODGE CENTER MN 55927 411657224 501 ( C) 3 23657 0 DESIGNATIONS UNITED WAY OF GOODHUE WABASHA AND PIERCE COUNTIES 1755 OLD WEST MAIN ST SUITE 101 RED WING MN 55066 416043633 501 ( C) 3 7498 0 DESIGNATIONS UNITED WAY OF MOWER COUNTY INC 111 N MAIN ST SUITE 202 AUSTIN MN 55912 410831896 501 ( C) 3 8291 0 DESIGNATIONS UNITED WAY OF STEELE COUNTY 1850 AUSTIN RD SUITE 103 OWATONNA MN 55060 237366680 501 ( C) 3 5925 0 DESIGNATIONS UNIVERSITY OF WISCONSIN-PLATTEVILLE FOUNDATION 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 396051705 501 ( C) 3 6500 0 DESIGNATIONS WOMEN'S SHELTER AND SUPPORT CENTER PO BOX 457 ROCHESTER MN 55903 411316614 501 ( C) 3 38660 0 PROGRAM AWARD AND DESIGNATIONS 38 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 0 0 0 0 0 0 0 0 0 JEROME FERSON PRESIDENT 149574 0 0 0 0 0 0 0 25467 0 175041 0 0 0 X 32496 COST X OTHER SUPPLIES 9 195 FMV 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 THE IRS FORM 990 BEFORE IT IS FILED, AND APPROVES EITHER BEFORE FILING OR AT THE NEXT MEETING AFTER FILING. 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 MOST RECENT YEAR THE PROCESS WAS COMPLETED WAS 2023. 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 VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JEROME FERSON - 903 W CENTER ST STE 100, ROCHESTER, MN 55902. DALE O'GROSKE - 903 W CENTER ST STE 100, ROCHESTER, MN 55902. SHAMILA AMARASEKERA - 6159 TEAL LN NW, ROCHESTER, MN 55901. PIPER NIETERS SU - 4052 CAMEO PL NE, ROCHESTER, MN 55906. MARK HETTINGER - 229 PARKER STREET, GARDNER, MA 01440. PAUL TIESKOETTER - 1704 STONE CREST DR NE, ROCHESTER, MN 55906. CHAD DECOOK - 5200 MEMBERS PKWY NW, BOX 7195, ROCHESTER, MN 55903. JOHN ECKERMAN - 11725 SANDY POINT LANE NE, ROCHESTER, MN 55906. SIDNEY FRYE II - 5247 FLORENCE DR NW, ROCHESTER, MN 55901. STEPHANIE HEDRICK - 6301 BANDEL RD NW, ROCHESTER, MN 55901. ALEX ALEXANDER - 404 EAGLE LN SW, ROCHESTER, MN 55902. MELISSA JOHNSON - US BANK 155 1ST AVE SW, ROCHESTER, MN 55902. SARAH JOYNT - 538 ZUMBRO DR NW, ROCHESTER, MN 55901. LINDSEY LEHMAN - 4416 7TH ST NW, ROCHESTER, MN 55901. DONNA LUN - 3418 CHALET CT NW, ROCHESTER, MN 55901. SANDRA MEANS - 2301 CORAL CT NE, ROCHESTER, MN 55906. SHRUTHI NAIK - 200 1ST ST SW, ROCHESTER, MN 55905. LILLYAM ARROYAVE - 2055 CARRIAGE DR SW, ROCHESTER, MN 55902. KERI OLSON - 4403 ROSSI CT NW, ROCHESTER, MN 55901. MOHAMED OSMAN - 2415 MAYFAIR ST SE, ROCHESTER, MN 55904. CHARLIE PERKINS - 2800 VIOLA HEIGHTS DR NE, ROCHESTER, MN 55906. ANGIE PUFFER - 1070 8TH AVE NW, BYRON, MN 55920. SHELLY SANNES - PO BOX 84, PEPIN, WI 54759. JEFFREY STILWELL - 101 4TH ST SE, ROCHESTER, MN 55904. ARMIN BUDIMLIC - 2500 VALLEYHIGH DR NW, ROCHESTER, MN 55901. 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: 29.4%