2024-01-31T17:00:54-06:00 2023-03-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2022-04-01 416050353 MINNESOTA VALLEY ACTION COUNCIL INC MINN 5073456822 706 NORTH VICTORY DRIVE MANKATO MN 56001 AMANDA MACKIE EXECUTIVE DIRECTOR 5073456822 2024-01-25 1 AMANDA MACKIE 999009999 0 KATHERINE LUTZKE CPA P01760889 5072802300 2024-01-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMANDA MACKIE 706 NORTH VICTORY DRIVE MANKATO MN 56001 28474000 0 X WWW.MNVAC.ORG X 1965 MN DEVELOP RESOURCES AND OPPORTUNITIES WHICH EMPOWER PEOPLE AND COMMUNITIES. 25 25 480 800 192423 0 26390820 25235396 2894601 3120084 68555 109425 0 -27529 29353976 28437376 16334405 14852487 0 0 8998102 9358642 0 0 29020 2855409 3251670 28187916 27462799 1166060 974577 12018161 13891918 3077233 4072039 8940928 9819879 X DEVELOP RESOURCES AND OPPORTUNITIES WHICH EMPOWER PEOPLE AND COMMUNITIES. 0 0 8738715 7224696 0 LOW-INCOME ENERGY ASSISTANCE - THIS PROGRAM WAS ESTABLISHED TO COMBAT THE CONTINUING HARDSHIP BROUGHT UPON LOW-INCOME HOUSEHOLDS BY RISING ENERGY COSTS. ITS PURPOSE IS TO ASSIST ELIGIBLE HOUSEHOLDS WITH THEIR HEATING BILLS. ASSISTANCE IS IN THE FORM OF A DIRECT PAYMENT TO A FUEL/UTILITY VENDOR ON BEHALF OF THE HOUSEHOLD. SERVED WERE 9,220 HOUSEHOLDS. ADDITIONALLY, 1,141 HOUSHOLDS WERE HELPED WITH PAST DUE WATER BILLS. 5856614 4524429 535449 HOUSING - MINNESOTA HOUSING FINANCE AGENCY (MHFA) MONEY IS AVAILABLE TO MAKE ENERGY-SAVING AND GENERAL HOME IMPROVEMENTS FOR HOMEOWNERS OF ALL INCOME LEVELS. MHFA SUBSIDIZES LOANS TO ENCOURAGE HOMEOWNERS TO MAKE HOME IMPROVEMENTS TO HELP MAINTAIN THE IMAGE OF CLEAN, WELL-RUN RURAL COMMUNITIES. LOAN PROGRAMS INCLUDE FIX-UP LOAN, COMMUNITY FIX-UP REHABILITATION LOAN, AND RENTAL REHABILITATION LOAN PROGRAMS. WE ASSISTED 30 PEOPLE TO SECURE LOW INTEREST LOANS SO THEY COULD MAKE NEEDED IMPROVEMENTS TO THEIR HOMES. MHFA ALSO PROVIDES FUNDING FOR HOMELESS PREVENTION TO HELP HOUSEHOLDS FROM EITHER BECOMING HOMELESS BECAUSE OF AN EVICTION, OR IF THEY ARE CURRENTLY HOMELESS, (BY HUD'S DEFINITION) GET THEM INTO PERMANENT HOUSING. FACILITATED 9 HOMELESSNESS RESPONSE TEAMS. ASSISTED 312 HOUSEHOLDS WITH SERVICES THAT PREVENTED THEM FROM JOINING THE RANKS OF HOMELESS STATISTICS. WEATHERIZATION ASSISTANCE - THIS PROGRAM IS AVAILABLE TO BOTH LOW-INCOME HOMEOWNERS AND RENTERS IN THE NINE-COUNTY AREA. IT IS DESIGNED TO PROVIDE ENERGY CONSERVATION SERVICE SUCH AS FURNACE MODIFICATIONS, CAULKING, WEATHERSTRIPPING, ATTIC INSULATION, REPAIR OF PRIMARY WINDOWS, STORM WINDOWS, MINOR FOUNDATION REPAIRS AND INSULATION, HOT WATER HEATER AND PIPE INSULATION AND FURNACE MAINTENANCE. THE PRIMARY PURPOSE OF THE PROGRAM IS TO PREVENT HEAT LOSS IN THE HOME AND THUS REDUCE ENERGY CONSUMPTION FOR LOW-INCOME HOUSEHOLDS. SERVED WERE 288 HOUSEHOLDS AND REPLACED OR REPAIRED 222 FAULTY FURNACES. LOW-INCOME HOUSING ASSISTANCE - UNDER THE HUD SECTION 8 VOUCHER CHOICE PROGRAM RENT SUBSIDY PAYMENTS ARE PROVIDED FOR QUALIFIED LOW-INCOME FAMILIES AND ELDERLY, DISABLED OR HANDICAPPED PERSONS RENTING FROM PRIVATE LANDLORDS. THE PARTICIPANTS PAY UP TO 30% OF THEIR INCOME TOWARDS RENT AND UTILITIES AND THE BALANCE IS PAID DIRECTLY TO THE LANDLORD THROUGH HUD FUNDING. APPROXIMATELY 370 HOUSEHOLDS WERE SERVED. COMMUNITY DEVELOPMENT BLOCK GRANT - THIS PROGRAM PROVIDES FUNDS FOR HOUSING REHABILITATION WITH DEFERRED LOAN REPAYMENT OVER AN EXTENDED PERIOD OF TIME. CURRENTLY, MVAC OPERATES THE CDBG PROGRAM IN THE CITIES OF MANKATO, ST PETER, WINNEBAGO, KASOTA, VERNON CENTER, MONTGOMERY, FAIRMONT, MAPLETON, TRIMONT, WATERVILLE, AND BELLE PLAINE. SERVED WERE OVER 15 HOUSEHOLDS OR COMMERCIAL BUILDINGS. 5816938 287895 0 HEAD START - 570 LOW-INCOME CHILDREN PARTICIPATED IN QUALITY PRESCHOOL. HEARING AND VISION SCREENINGS WERE PROVIDED TO 513 CHILDREN. 327 CHILDREN RECEIVED DENTAL EXAMS, SOME FOR THE VERY FIRST TIME. PROVIDED 197 PREGNANT WOMEN, INFANTS AND TODDLES WITH QUALITY HOME VISITING SERVICES. 668 VOLUNTEERS CONTRIBUTED THEIR TIME TO ENHANCE THE SERVICE PROVIDED TO FAMILIES. 4737650 1577083 0 EMPLOYMENT AND TRAINING - 274 ADULTS GAINED EMPLOYMENT WITH OUR WORKFORCE DEVELOPMENT TRAINING AND ASSISTANCE. PROVIDED TRAINING TO 23 INDIVIDUALS WHO LOST THEIR JOBS DUE TO BUSINESS/PLANT CLOSING OR DOWNSIZING. 232 AT-RISK TEENAGERS HAD THE OPPORTUNITY TO LEARN AND EARN THROUGH PAID WORK EXPERIENCE, PLANNING FOR CAREERS AND ACHIEVING SUCCESS IN THEIR EDUCATION AND TRAINING. PROVIDED SERVICES THROUGH MINNESOTA FAMILY INVESTMENT PROGRAM (MFIP) IN THE COUNTIES OF LESUEUR, NICOLLET, BROWN, SIBLEY, AND WASECA. THESE SERVICES ARE DESIGNED TO DECREASE LONG-TERM WELFARE DEPENDENCY. SERVED WERE APPROXIMATELY 657 INDIVIDUALS. SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) - EMPLOYMENT AND TRAINING - PARTICIPANTS TAKE STEPS TO IMPROVE SKILLS THAT CAN LEAD TO A CAREER AND FINANCIAL INDEPENDENCE. APPROXIMATELY 93 HOUSEHOLDS WERE SERVED. 1431453 1238384 2584635 OTHER PROGRAMS - CAR DONATION PROGRAM PROVIDES VEHICLES TO STRUGGLING LOW-WAGE WORKERS SO THEY CAN MAINTAIN JOBS AND CARE FORTHEIR FAMILIES. APPROXIMATELY 45 FAMILIES WERE ASSISTED. MVAC FIELDED 3,173 INQUIRIES FOR CAR INFORMATION AND ASSISTANCE. 11 INDIVIDUALSPARTICIPATED IN THE NEW-LEASE CAR PROGRAM. OUR VITA TAX SITE COMPLETED 1,302 TAX RETURNS RESULTING IN $1,455,208 TAX REFUNDS OR CREDITSFOR LOW INCOME INDIVIDUALS. WE HAVE PROVIDED 8 PEOPLE THE OPPORTUNITY TO SAVE FOR THE PURCHASE OF A HOME, MONEY FOR POST SECONDARYTRAINING OR STARTING UP A SMALL BUSINESS THROUGH THE FAIM INITIATIVE (FAMILY ASSETS FOR INDEPENDENCE IN MN). ASSISTED 87,233 CALLERS AND10,773 VISITS TO OUR OFFICES. 6169103 2815467 2584635 26581370 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 358 0 1 480 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 MN X X ADAM CHELSTROM 5073456822 706 NORTH VICTORY DRIVE MANKATO MN 56001 KIP BRUENDER PRESIDENT 1.00 X X 0 0 0 BILL GROSKREUTZ VICE PRESIDENT 1.00 X X 0 0 0 JOY COHRS SECRETARY 1.00 X X 0 0 0 JOHN ROPER TREASURER 1.00 X X 0 0 0 JOE MCCABE DIRECTOR 1.00 X 0 0 0 KAREN ANDERSON DIRECTOR 1.00 X 0 0 0 DAVID BORCHERT DIRECTOR 1.00 X 0 0 0 KOFI DANSO DIRECTOR 1.00 X 0 0 0 STEVE FLOHRS DIRECTOR 1.00 X 0 0 0 LAVERN FRANKE DIRECTOR 1.00 X 0 0 0 LORI JINDRA DIRECTOR 1.00 X 0 0 0 JOE HODAPP DIRECTOR 1.00 X 0 0 0 JACK KOLARS DIRECTOR 1.00 X 0 0 0 JUDY KUSTER DIRECTOR 1.00 X 0 0 0 DE MALTERER DIRECTOR 1.00 X 0 0 0 SHARON MAURER-GRAU DIRECTOR 1.00 X 0 0 0 SARA PIERCE DIRECTOR 1.00 X 0 0 0 TANYA REDFIELD DIRECTOR 1.00 X 0 0 0 STEVE ROHLFING DIRECTOR 1.00 X 0 0 0 VICKI STOCK DIRECTOR 1.00 X 0 0 0 ELVIN THIESSEN DIRECTOR 1.00 X 0 0 0 KAREN WERLING DIRECTOR 1.00 X 0 0 0 NIKKI KRUGER DIRECTOR - PART YEAR 1.00 X 0 0 0 LYNN MICHEL DIRECTOR - PART YEAR 1.00 X 0 0 0 LAURIE LEPPERT DIRECTOR - PART YEAR 1.00 X 0 0 0 AMANDA MACKIE EXECUTIVE DIRECTOR 40.00 X 116441 0 23393 116441 0 23393 1 0 0 0 NASH BROS CONSTRUCTION 52874 MINNEWAUKON CT NORTH MANKATO MN 56003 HOME OR COMMERCIAL REMODELING 201253 DIMMEL LOREN CONSTRUCTION 440 N WEBSTER ST KASOTA MN 56050 HOME OR COMMERCIAL REMODELING 165863 NORTHWINDS PLBG HTG & AIR LLC PO BOX 824 MANKATO MN 56002 HOME OR COMMERCIAL REMODELING 153154 FRIESEN'S LLC DBA WOODEN SPOON 515 N RIVERFRONT DR MANKATO MN 56001 CATERER 141990 POSSEHL'S SUPERIOR CONSTRUCTION 2138 HARMANY AVE ALBERT LEA MN 56007 HOME OR COMMERCIAL REMODELING 134878 7 91754 25051463 92179 25235396 THRIFT STORE SALES 459510 2053709 2053709 FEE FOR SERVICES 541900 727367 727367 LEASE SPACE/LAUNDRY 531120 229967 37544 192423 CAR LEASE SALES 532000 108917 108917 FISCAL AGENT SERVICES 541900 124 124 3120084 118520 118520 9095 -9095 -9095 -9095 0 91754 27529 -27529 -27529 28437376 2927661 192423 81896 1081664 1081664 13770823 13770823 141422 141422 7184318 6805931 366762 11625 2032902 1885037 140752 7113 247368 229376 17127 865 866491 803466 59993 3032 173785 161145 12032 608 MISCELLANEOUS 957846 888176 66319 3351 REPAIRS AND MAINTENANCE 684211 633783 48002 2426 PAYMENTS TO ADMINISTRAT 321969 321969 27462799 26581370 852409 29020 1334488 1936413 3898867 3708040 1461164 2472543 169681 162986 311464 553944 163871 92263 8092444 3536647 4562026 4555797 116600 409932 12018161 13891918 1850228 2228008 826512 1273724 275145 383958 125348 186349 3077233 4072039 X 8940928 9819879 8940928 9819879 12018161 13891918 X 974577 -325440 232012 -2198 X 0 1 X 1 1 1 X 19346256 19398737 21578087 26390820 25235396 111949296 19346256 19398737 21578087 26390820 25235396 111949296 111949296 2804 34072 52902 68555 118520 276853 112226149 13736885 0.99750 0.99830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6054943 2130268 3924675 2037501 1406379 631122 4555797 CASH HELD FOR FISCAL AGENT 186349 186349 X 31165619 -325440 3039627 2714187 28451432 -14056 -14056 28437376 30284470 2807615 14056 2821671 27462799 0 27462799 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THESE FINANCIAL STATEMENTS. THE ORGANIZATION HAS ADOPTED THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT IT HAS NO UNCERTAIN TAX POSITIONS AS OF MARCH 31, 2023 AND 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -14,056. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 14,056. LIP SYNC BATTLE 91754 91754 10445 3028 14056 91754 91754 10445 3028 14056 27529 -27529 1 HUMAN SERVICES FARIBAULTMARTIN CO 115 W 1ST ST FAIRMONT MN 56031 411286683 170(C)(1) 349009 0 N/A N/A EMPLOYMENT & TRAINING HUMAN SERVICES WATONWAN CO 720 1ST AVE S ST JAMES MN 56081 416005922 170(C)(1) 86734 0 N/A N/A EMPLOYMENT & TRAINING MN DEPARTMENT OF EMPLOYMENT & ECONOMIC DEV 332 MINNESOTA ST SUITE E200 ST PAUL MN 55101 416007162 170(C)(1) 274243 0 N/A N/A EMPLOYMENT & TRAINING MRCI WORKSOURCE 1750 ENERGY DR MANKATO MN 56001 410736870 170(C)(1) 74960 0 N/A N/A EMPLOYMENT & TRAINING LUTHERAN SOCIAL SERVICES OF MN 710 S 2ND ST MANKATO MN 56001 410872993 170(C)(1) 47564 0 N/A N/A HOMELESSNESS CASE MANAGEMENT SW MN PRIVATE INDUSTRY COUNCIL 6007 W MAIN MARSHALL MN 56258 411487964 170(C)(1) 239891 0 N/A N/A EMPLOYMENT & TRAINING 6 0 ENERGY ASSISTANCE 9863 5746647 N/A N/A WEATHERIZATION 288 1569510 N/A N/A EMPLOYMENT 2291 1577083 N/A N/A HOMELESSNESS 312 736092 N/A N/A HEAD START 570 287895 N/A N/A HOUSING 561 3853596 N/A N/A PART I, LINE 2: GRANT APPLICATIONS ARE REVIEWED FOR INCOME-LEVEL ELIGIBILITY. ONCE APPROVED THE GRANT IS PAID DIRECTLY TO THE APPLICANT'S VENDOR IN THE AMOUNT OF THE CONFIRMED INVOICE. THIS GRANT APPROVAL AND PAYMENT PROCESS IS MONITORED BY STATE AGENCIES. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE AND PERSONNEL COMMITTEE OF THE BOARD IS COMPOSED OF AGENCY OFFICERS, COMMITTEE CHAIRPERSONS AND ONE REPESENTATIVE OF PERSONS EXPERIENCING LOW INCOME. EXCEPT FOR THE POWER TO AMEND THE ARTICLES OF INCORPORATION AND THE BY-LAWS, THE E&P COMMITTEE SHALL HAVE ALL POWERS AND AUTHORITY OF THE BOARD OF DIRECTORS BETWEEN MEETINS OF THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 AND 990-T RETURNS ARE PROVIDED TO THE BOARD MEMBERS PRIOR TO THE BOARD OF DIRECTORS MEETING. DURING THAT MEETING, THE RETURNS ARE APPROVED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND STAFF ARE COVERED BY THE CONFLICT OF INTEREST POLICY. FOR STAFF, THE EXECUTIVE DIRECTOR REVIEWS ALL CONFLICT OF INTEREST DISCLOSURE STATEMENTS. IF THE CONFLICT OF INTEREST LIES WITH THE EXECUTIVE DIRECTOR, IT WOULD BE REVIEWED BY THE BOARD OF DIRECTORS. BOARD OF DIRECTORS CONFLICTS ARE REVIEWED BY THE ED AND THE BOARD CHAIR. STAFF ARE REQUIRED TO DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS, AND THEY ARE REVIEWED AND DETERMINED BY THE EXECUTIVE DIRECTOR. BOARD CONFLICTS ARE DETERMINED BY THE ED AND BOARD CHAIR. CONFLICTS ARE DETERMINED ON A CASE BY CASE BASIS, AND DEPENDING ON THE NATURE, THE RESTRICTIONS MAY INCLUDE LIMITATION OF WHO HAS ACCESS TO DATA OR PROCESSES APPLICATIONS OR ABSTAINING FROM VOTES WHEN A CONFLICT IS DISCLOSED OR PERCEIVED. THE EXECUTIVE DIRECTOR SIGNS OFF ON ALL STAFF CONFLICTS OF INTEREST DISCLOSURES AND THEY ARE KEPT SEPARATE FROM PERSONNEL FILES. THE BOARD OF DIRECTORS SIGNS CONFLICT STATEMENTS ANNUALLY AND THEY ARE MAINTAINED WITH ALL BOARD RECORDS. FORM 990, PART VI, SECTION B, LINE 15A MVAC BOARD OF DIRECTORS REVIEWS THE EXECUTIVE DIRECTOR'S SALARY ANNUALLY IN DECEMBER AND DETERMINES THE SALARY FOR THE FOLLOWING YEAR. THIS IS INCLUDED IN THE MEETING MINUTES AND IS REQUIRED AS PART OF OUR COMMUNITY ACTION ORGANIZATIONAL STANDARDS. THE BOARD CHAIR IS RESPONSIBLE FOR COMPARABILITY DATA WHEN PRESENTING THE FINAL SUMMARY OF THE REVIEW AND IN LEADING THE SALARY DISCUSSION. THE REVIEW AND SALARY DETERMINATION IS INCLUDED IN THE BOARD MINUTES. LAST ED REVIEW WAS 2022. FORM 990, PART VI, SECTION C, LINE 18 AUDITED FINANCIAL STATEMENTS AND FORM 990 AND 990T ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND IS AVAILABLE ON THE AGENCIES WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS AND FORM 990 AND 990-T ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ADOPTION OF ASC 842 -2,198.