2023-12-11T14:44:01-06:00 2023-03-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2022-04-01 410831896 UNITED WAY OF MOWER COUNTY INC UNIT 5074372313 PO BOX 605 AUSTIN MN 55912 MOLLY LANKE EXECUTIVE DIRECTOR 5074372313 2023-12-06 1 MOLLY LANKE 999009999 0 KATHERINE LUTZKE CPA P01760889 5072802300 2023-12-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MOLLY LANKE PO BOX 605 AUSTIN MN 55912 2110448 0 X WWW.UWMOWER.ORG X 1958 MN TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. 10 10 6 250 0 0 1710691 2102781 0 0 2028 7228 8127 0 1720846 2110009 1170575 1472963 0 0 178702 191382 0 0 44966 331079 371387 1680356 2035732 40490 74277 1707294 1896147 851381 930957 855913 965190 X TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. 0 0 1623079 1472963 0 THE UNITED WAY IMPROVES LIVES BY MOVING PEOPLE FORWARD TOWARDS COMMUNITY GOALS WHILE PROVIDING FOR THEIR BASIC NEEDS AND CONNNECTING COMMUNITY MEMBERS WITH UNITED WAY SUPPORTED COMMUNITY RESOURCES. 206240 0 0 THE SUCCESS BY 6 PROGRAM MAKES PRESCHOOL SCHOLARSHIPS AND TRANSPORTATION AVAILABLE TO FAMILIES IN OUR COMMUNITY WHO OTHERWISE MAY NOT HAVE ACCESS TO EARLY LEARNING OPPORTUNITIES. THROUGH A GRANT FROM THE HORMEL FOUNDATION, THE UNITED WAY ADMINISTERS THE PROGRAM BY GRANTING SCHOLARSHIP FUNDS TO QUALITY PRESCHOOLS THROUGHOUT MOWER COUNTY AND COORDINATING WITH SMART TRANSIT TO PROVIDE TRANSPORTATION TO AND FROM AREA PRESCHOOLS. THE GRANT ALSO PROVIDES FOR AIDES TO RIDE ALONG ON ALL ROUTES TO ENSURE THE SAFETY OF YOUNG RIDERS. BY REMOVING THE BARRIERS OF COST AND TRANSPORTATION TO LOWER INCOME FAMILIES, THE SB6 PROGRAM ALLOWS FAMILIES TO CHOOSE THE PRESCHOOL PROGRAM THAT BEST SUITS THEIR NEEDS WHILE SETTING THEM ON A COURSE FOR BETTER ACADEMIC ACHIEVEMENT. THIS PROGRAM WOULD NOT BE SUCCESSFUL WITHOUT THE STRONG COLLABORATION OF THE UNITED WAY, SMART, AND THE PARENTING RESOURCE CENTER. THROUGH CONTINUED PROCESS IMPROVEMENT, WE CONTINUE TO SERVE MORE AREA FAMILIES, PROVIDING BRIGHTER FUTURES FOR OUR YOUNGEST LEARNERS. 74360 0 0 STUDENT SUPPORT PROGRAMS: UNITED WAY OF MOWER COUNTY HELPS MEET THE BASIC NEEDS OF STUDENTS AND FAMILIES BY COORDINATING THE SUCCESS CLOSET AND BACKPACK PROGRAM. THE SUCCESS CLOSET PROVIDES CLOTHING, WINTERWEAR, PERSONAL CARE, AND OTHER HOUSEHOLD ITEMS FREE OF CHARGE TO THOSE IN NEED. THE BACKPACK PROGRAM PROVIDES WEEKEND FOOD BAGS FREE OF CHARGE TO THOSE IN NEED. 1903679 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MN X X X MOLLY LANKE 5074372313 PO BOX 605 AUSTIN MN 55912 JAYNE GIBSON PRESIDENT 2.00 X X 0 0 0 JENNIFER RIGGS VICE PRESIDENT 2.00 X X 0 0 0 TOM DANKERT TREASURER 2.00 X X 0 0 0 AMY BASKIN SECRETARY 2.00 X X 0 0 0 KATIE BASKIN DIRECTOR 1.00 X 0 0 0 SARA LEE DIRECTOR 1.00 X 0 0 0 MELISSA SWENSON DIRECTOR 1.00 X 0 0 0 JAMAAL GIBSON DIRECTOR 1.00 X 0 0 0 DAN WIECHMANN DIRECTOR 1.00 X 0 0 0 CRYSTAL PETERSON DIRECTOR 1.00 X 0 0 0 MOLLY LANKE EXECUTIVE DIRECTOR 40.00 X 69553 0 0 69553 0 0 0 0 0 0 0 2102781 8022 2102781 7667 7667 439 -439 -439 -439 2110009 0 0 7228 1472963 1472963 74698 44819 23903 5976 103265 61959 33045 8261 13419 8051 4294 1074 9954 9954 2878 2878 2019 642 895 482 11146 4458 3344 3344 20873 8349 6262 6262 2016 806 605 605 3030 1212 909 909 SUCCESS BY SIX PROGRAM 206240 206240 STUDENT SUPPORT PROGRAM 74360 74360 DUES AND SUBSCRIPTIONS 16985 15739 1246 CAMPAIGN EXPENSE 11371 11371 10515 4081 998 5436 2035732 1903679 87087 44966 730505 730690 967984 1127072 1797 21073 7008 8093 13321 7542 0 5779 0 3440 1707294 1896147 19337 34211 832044 896746 851381 930957 X 549868 691261 306045 273929 855913 965190 1707294 1896147 X 74277 35000 X X 0 1 X 1 0 X 1924001 1935918 1738523 1710691 2102781 9411914 1924001 1935918 1738523 1710691 2102781 9411914 5153504 4258410 7612 9978 2236 1856 7667 29349 8127 8127 8 5 13 9449403 10811 0.45070 0.46230 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 8. 2019 AMOUNT: $ 5. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 582625 582625 0 0 13321 7542 5779 5779 X 1527384 0 1527384 582625 582625 2110009 1418107 -35000 -35000 1453107 582625 582625 2035732 PART IV, LINE 2B: THE ORGANIZATION IS CUSTODIAN OF FUNDS DISTRIBUTED BY THE HORMEL FOUNDATION TO SPECIFIC APPROVED AGENCIES. THESE AMOUNTS ARE INCLUDED IN THE REVENUE AND EXPENSES ON THE FORM 990. 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 IRS. PART XI, LINE 4B - OTHER ADJUSTMENTS: CUSTODIAL FUNDS 582,625. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVERSAL OF PRIOR GRANT EXPENSES -35,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: CUSTODIAL FUNDS 582,625. 1 ADAMS AREA AMBULANCE SERVICE PO BOX 89 ADAMS MN 55909 411822847 501(C)(3) 20000 0 ADAMS AREA AMBULANCE SERVICE APPLE LANE COMMUNITY CHILD CARE CENTER 1900 8TH AVE NW AUSTIN MN 55912 411889518 501(C)(3) 16563 0 CHILDCARE SCHOLARSHIPS AND HOT LUNCH PROGRAM AUSTIN ASPIRES 301 N MAIN ST 104 AUSTIN MN 55912 465424422 501(C)(3) 77700 0 HORMEL FOUNDATION GRANT-UW PASSES THROUGH GRANT CEDAR VALLEY SERVICES INC 2111 4TH ST NW AUSTIN MN 55912 410870082 501(C)(3) 40000 0 COMPETITIVE PLACEMENT AND COMMUNITY/SUPPORTED EMPLOYMENT CHILDRENS DENTAL HEALTH SERVICES 903 W CENTER ST 130 ROCHESTER MN 55902 203677586 501(C)(3) 55000 0 HAPPY TEETH AND HEALTHY TEETH CHILDRENS DENTAL HEALTH SERVICES 903 W CENTER ST 130 ROCHESTER MN 55902 203677586 501(C)(3) 75000 0 HORMEL FOUNDATION GRANT-UW PASSES THROUGH GRANT COMPREHENSIVE HUMAN SERVICES FOUNDATION 101 21ST ST SE AUSTIN MN 55912 814104822 501(C)(3) 50089 0 HORMEL FOUNDATION GRANT-UW PASSES THROUGH GRANT COMPREHENSIVE HUMAN SERVICES FOUNDATION (IMS) 101 21ST ST SE AUSTIN MN 55912 814101822 501(C)(3) 79925 0 MENTAL HEALTH SERVICES AND FINANCIAL COACHING PROGRAM COMUNIDADES LATINAS UNIDAS EN SERVICIO INC 797 EAST 7TH ST SAINT PAUL MN 55106 411386986 501(C)(3) 20000 0 CLUES CANASTA FAMILIAR COMUNIDADES LATINAS UNIDAS EN SERVICIO INC 797 EAST 7TH ST SAINT PAUL MN 55106 411386986 501(C)(3) 10000 0 HORMEL FOUNDATION GRANT-UW PASSES THROUGH GRANT CRIME VICTIMS RESOURCE CENTER 101 14TH ST NW AUSTIN MN 55912 411404075 501(C)(3) 35000 0 VICTIM SERVICES HORMEL HISTORIC HOME 208 4TH AVE NW AUSTIN MN 55912 410705219 501(C)(3) 30000 0 AUTISM FRIENDLY AUSTIN INITIATIVE HORMEL HISTORIC HOME 208 4TH AVE NW AUSTIN MN 55912 410705219 501(C)(3) 33963 0 HORMEL FOUNDATION GRANT-UW PASSES THROUGH GRANT IMMIGRANT LAW CENTER OF MINNESOTA 450 N SYNDICATE ST 200 SAINT PAUL MN 55104 410909036 501(C)(3) 25000 0 RURAL IMMIGRATION PROJECT LIFE MOWER COUNTY 401 2ND AVE NE AUSTIN MN 55912 410746994 501(C)(3) 29500 0 ADVOCACY AND FAMILY SUPPORT, OUR PLACE RECREATION CENTER, AND SPECIAL OLYMPICS MOWER COUNCIL FOR THE HANDICAPPED INC 2103 14TH ST NE SUITE A AUSTIN MN 55912 411505345 501(C)(3) 9169 0 HORMEL FOUNDATION GRANT-UW PASSES THROUGH GRANT MOWER COUNCIL FOR THE HANDICAPPED INC 2103 14TH ST NE SUITE A AUSTIN MN 55912 411505345 501(C)(3) 30000 0 ADVOCACY MOWER COUNTY SENIORS INC 400 3RD AVE NE AUSTIN MN 55912 411267614 501(C)(3) 38000 0 SENIOR TRANSPORATION, CHORE PROGRAM, AND SENIOR ADVOCACY NEXUS FOUNDATION - GERARD FAMILY HEALING 505 HIGHWAY 169 N SUITE 500 PLYMOUTH MN 55441 832534015 501(C)(3) 261735 0 HORMEL FOUNDATION GRANT-UW PASSES THROUGH GRANT NEXUS FOUNDATION - GERARD FAMILY HEALING 505 HIGHWAY 169 N SUITE 500 PLYMOUTH MN 55441 832534015 501(C)(3) 70000 0 MENTAL HEALTH SERVICES PACELLI CATHOLIC SCHOOLS INC 311 4TH ST NW AUSTIN MN 55912 204023381 501(C)(3) 42398 0 HORMEL FOUNDATION GRANT-UW PASSES THROUGH GRANT PARENTING RESOURCE CENTER INC 105 1ST ST SE AUSTIN MN 55912 411307920 501(C)(3) 206850 0 PARTNERING WITH PARENTS, CATHERWOOD HOME CHILDCARE, SEIBEL FAMILY CENTER, HELPING HOMES, AND WELCOME CENTER RECOVERY IS HAPPENING 25 16TH ST NE AUSTIN MN 55912 451259706 501(C)(3) 10000 0 RECOVERY ON A MISSION SEMCAC PO BOX 549 RUSHFORD MN 55971 410907135 501(C)(3) 40000 0 SENIOR NUTRITION, HOUSING PAYMENT ASSISTANCE SERVEMINNESOTA 120 S 6TH ST SUITE 2260 MINNEAPOLIS MN 55402 412010058 501(C)(3) 10000 0 MINNESOTA READING CORPS ST OLAF WEE LEARNING CENTER 306 2ND ST NW AUSTIN MN 55912 410764075 501(C)(3) 13000 0 CHILDCARE SCHOLARSHIPS THE SALVATION ARMY 409 1ST AVE NE AUSTIN MN 55912 410698597 501(C)(3) 85000 0 COMMUNITY MEALS AND EMERGENCY HOUSING TWIN VALLEY COUNCIL BOY SCOUTS 810 MADISON AVE MANKATO MN 56001 416079300 501(C)(3) 15000 0 HORMEL FOUNDATION GRANT-UW PASSES THROUGH GRANT TWIN VALLEY COUNCIL BOY SCOUTS 810 MADISON AVE MANKATO MN 56001 416079300 501(C)(3) 6500 0 AUSTIN SCOUTREACH WORKFORCE DEVELOPMENT 2070 COLLEGE VIEW RD E ROCHESTER MN 55904 411484613 501(C)(3) 20000 0 WORKFORCE SUCCESS YMCA OF AUSTIN 501 4TH AVE NE AUSTIN MN 55912 410718359 501(C)(3) 10000 0 YOUTH/TEEN CENTER 31 0 PART I, LINE 2: IN ORDER TO BE CONSIDERED FOR FUNDING SUCH ORGANIZATION SHALL PROVIDE UNITED WAY OF MOWER COUNTY, INC., WITH APPROPRIATE CERTIFICATIONS AND OTHER DOCUMENTATION SHOWING ITS CONTINUED COMPLIANCE WITH THE NONPROFIT ORGANIZATION LAWS, TAX EXEMPT STATUS LAWS AND REGULATIONS, AND CHARITABLE ORGANIZATION LAWS AND REGULATIONS OF THE APPROPRIATE GOVERNMENTAL AGENCIES. PROGRAMS UNABLE TO FULFILL REQUIREMENTS OUTLINED IN THE GRANT APPLICATION, INCLUDING THE SUBMISSION OF MID AND YEAREND REPORTS, MUST RETURN ANY AND ALL UNUSED FUNDS TO UWMC AND FURTHER ALLOCATION PAYMENTS WILL BE DISCONTINUED. TOM DANKERT BOARD MEMBER OF UWMC & BOARD MEMBER OF HORMEL FOUNDATION 605000 TOM DANKERT, A BOARD MEMBER OF THE UNITED WAY OF MOWER COUNTY, IS A BOARD MEMBER OF THE HORMEL FOUNDATION. TOM'S WIFE, SHERI DANKERT, IS A KEY EMPLOYEE OF THE HORMEL FOUNDATION. THE HORMEL FOUNDATION ALLOCATED $185,000 FOR SUCCESS BY SIX AND $420,000 FOR THE COMMUNITY INVESTMENT TO THE UNITED WAY OF MOWER COUNTY DURING THE YEAR ENDED MARCH 31, 2023. 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: FORM 990, PART VI, SECTION A, LINE 2 AMY BASKIN & KATIE BASKIN - FAMILY RELATIONSHIP JAYNE GIBSON & JAMAAL GIBSON - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS - THE CURRENTLY ELECTED MEMBERS OF THE BOARD OF DIRECTORS ARE THE MEMBERS OF THE CORPORATION AND AUTHORIZED TO ELECT BOARD MEMBERS TO FULFILL THE DUTIES AND RESPONSIBILITIES AS SET FORTH IN THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS AND THEIR RIGHTS - THE CURRENTLY ELECTED MEMBERS OF THE BOARD OF DIRECTORS ARE THE MEMBERS OF THE CORPORATION AND AUTHORIZED TO ELECT BOARD MEMBERS TO FULFILL THE DUTIES AND RESPONSIBILITIES AS SET FORTH IN THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 - THE BOARD OF DIRECTORS WILL REVIEW THE FORM 990 AND SUPPORTING SCHEDULES TO BE SURE THE RETURN IS AS ACCURATE AS POSSIBLE PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY - CONFLICTS OF INTEREST ARE HANDLED INTERNALLY ON AN ON-GOING BASIS. EACH YEAR AT THE FIRST BOARD MEETING AFTER THE ANNUAL MEETING ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO SIGN A NEW CONFLICT OF INTEREST POLICY AS WELL AS PUBLICLY DECLARE ANY CONFLICTS OF INTEREST SO THEY MAY BE NOTED IN THE BOARD MINUTES. BOARD MEMBERS ARE ENCOURAGED TO DECLARE CONFLICTS OF INTEREST THROUGHOUT THE YEAR AS THEY MAY ARISE. WHEN A CONFLICT OF INTERST IS DECLARED IT IS ENTERED INTO THE BOARD MINUTES AND BOARD MEMBERS ABSTAIN FROM VOTING ON THE ISSUE WHERE THEY HAVE A CONFLICT OF INTEREST. THE ABSTENTION IS ALSO NOTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE UNITED WAY KEEPS A POLICY ON THE PROCESS FOR DETERMINING COMPENSATION. A FORMAL PERFORMANCE EVALUATION IS CONDUCTED FOR ALL STAFF. THE EXECUTIVE DIRECTOR PERFORMS STAFF EVALUATIONS AND MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE ON COMPENSATION. THE EXECUTIVE DIRECTOR USES THE PERFORMANCE EVALUATIONS AND DATA AS TO COMPARABLE COMPENSATION PROVIDED BY UNITED WAY WORLDWIDE AND UNITED WAYS OF MN STATE ASSOCIATION TO FORM THE RECOMMENDATION ON COMPENSATIONS. THE EXECUTIVE COMMITTEE, LED BY THE BOARD PRESIDENT, CONDUCTS THE EXECUTIVE DIRECTOR'S PERFORMANCE EVALUATION. THE EXECUTIVE COMMITTEE USES THE PERFORMANCE EVALUATION AND COMPARABLE COMPENSATION PROVIDED BY UNITED WAY WORLDWIDE AND UNITED WAYS OF MN STATE ASSOCIATION TO FORM THE RECOMMENDATION ON COMPENSATION. THE SALARY OF THE EXECUTIVE DIRECTOR IS DECLARED AND NOTED IN THE BOARD MINUTES. UNITED WAY'S BOARD OF DIRECTORS VOTE TO APPROVE THE UPCOMING YEAR BUDGET INCLUDING STAFF SALARIES. THIS IS CONDUCTED ANUALLY WITH LAST TIME BEING FISCAL YEAR ENDED 2022. COMPENSATION PROCESS FOR OFFICERS - NO BOARD OFFICERS ARE PAID. THE EXECUTIVE DIRECTOR IS THE ONLY PAID OFFICER AS THE TOP MANAGEMENT OFFICIAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - THE CURRENT FORM 990 AND IRS EXEMPTION LETTER ARE AVAILABLE TO THE PUBLIC ON THE WEBSITE WWW.UWMOWER.ORG. FORM 990 IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT WWW.UWMOWER.ORG AND WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: REVERSAL OF PRIOR GRANT EXPENSES 35,000. PAGE 12, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE WHO OVERSEES THE AUDIT OF THEIR FINANCIAL STATEMENTS AND SELECTS AN INDEPENDENT ACCOUNTANT.