2024-08-15T15:00:48-05:00 2023-09-30 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2022-10-01 410907135 SEMCAC SEMC 5078648218 204 SOUTH ELM STREET RUSHFORD MN 55971 JENNIFER HENGEL EXECUTIVE DIRECTOR 5078648218 2024-08-14 1 1 MARIE A PRIMUS CPA P01272184 3202517010 2024-08-14 2022 2024-08-08 14:25:15Z JENNIFER HENGEL 204 SOUTH ELM STREET RUSHFORD MN 55971 20100073 0 X WWW.SEMCAC.ORG X 1966 MN EMPOWER AND ADOVCATE FOR PEOPLE TO ENHANCE THEIR SELF-SUFFICIENCY. 15 15 323 915 33006 0 13762926 17269429 2581958 2778163 3924 23017 25975 29464 16374783 20100073 2187060 2942674 0 0 8718599 9187438 0 0 26707 4831180 5243711 15736839 17373823 637944 2726250 8477216 12406395 2418897 3530135 6058319 8876260 X TO EMPOWER AND ADVOCATE FOR PEOPLE TO ENHANCE THEIR SELF-SUFFICINCY BY MAXIMIZING COMMUNITY RESOURCES IN URBAN AND RURAL COMMUNITIES AND THE GENERAL POPULATION OF DODGE, FILLMORE, FREEBORN, HOUSTON, MOWER, STEELE, AND WINONA COUNTIES OF MINNESOTA IN ORDER TO COMBAT VARIOUS FORMS OF POVERTY, DISEASE, MALNUTRITION, UNEMPLOYMENT AND ENERGY SHORTAGES AND FULFILL OTHER COMMON NEEDS BY DEVELOPING EMPLOYMENT OPPORTUNITIES, INCREASING THE AVAILABILITY OF DECENT, SAFE, AFFORABLE HOUSING, IMPROVING HUMAN PERFORMANCE, MOTIVATION, PRODUCTIVITY AND BETTERING THE CONDITIONS UNDER WHICH PEOPLE LIVE, LEARN, AND WORK. 0 0 3756697 218824 0 CHILD EDUCATION SERVICES: HEAD START IS A FAMILY FOCUSED, HIGH-QUALITY PROGRAM SERVING SIX COUNTIES IN SOUTHEAST MINNESOTA: DODGE, FILLMORE, HOUSTON, MOWER, STEELE, AND WINONA. PARENTS AND TEACHERS WORK TOGETHER TO PLAN ACTIVITIES THAT SUPPORT GROWTH AND WELL-BEING. MOST HEAD START FAMILIES HAVE INCOMES AT OR BELOW THE FEDERAL POVERTY LEVEL. CHILDREN PARTICIPATE IN A VARIETY OF EDUCATIONAL ACTIVITIES THAT ENCOURAGE A LOVE OF LEARNING AND LIFELONG HEALTHY HABITS. THE CHILDREN WORK ON THEIR LISTENING AND SPEAKING SKILLS, AS A RESULT, THEY LEARN TO GET ALONG WITH OTHERS, SOLVE PROBLEMS, AND GAIN CONFIDENCE. CHILDREN ALSO RECEIVE MEDICAL AND DENTAL CARE, HAVE HEALTHY MEALS AND SNACKS, AND ENJOY CREATIVE PLAY IN SAFE SETTINGS INDOORS AND OUTDOORS. CHILDREN LEAVE HEAD START MORE PREPARED FOR KINDERGARTEN, EXCITED ABOUT LEARNING, AND READY TO SUCCEED AS SHOWN IN OUR ANNUAL REPORT ON OUR WEBSITE. 3215293 330216 1310068 OLDER AMERICANS: SENIOR NUTRITION SERVES MID-DAY MEALS MONDAY THROUGH FRIDAY TO PERSONS 60 YEARS OF AGE OR OLDER AND THEIR SPOUSES, REGARDLESS OF AGE, THROUGH SENIOR DINING AND MEALS ON WHEELS. THE PROGRAMS TARGET LOW-INCOME, NUTRITIONALLY AT-RISK SENIORS. SENIOR DINING PROMOTES HEALTHY LIVING BY (1) PROVIDING A MEAL THAT MEETS 1/3 OF RECOMMENDED DAILY ALLOWANCE STANDARDS, (2) OFFERING NUTRITION AND HEALTH-RELATED PRESENTATIONS AT OUR SITES, AND (3) PROVIDING OPPORTUNITIES TO SOCIALIZE AND PROVIDE MEANINGFUL VOLUNTEER DUTIES. MEALS ON WHEELS PROVIDES THE HOMEBOUND SENIOR WITH A SIMILAR MEAL DELIVERED TO THEIR HOME. SOME OF THE PARTICIPANTS ARE RECUPERATING FROM SURGERY OR ILLNESS, SOME ARE PHYSICALLY DISABLED, AND MANY ARE UNABLE TO SHOP AND COOK DUE TO LIMITATIONS BROUGHT ON BY ADVANCED AGE. LOCAL COMMUNITY VOLUNTEERS DELIVER THE MEALS TO PARTICIPANTS' HOMES. THIS DAILY VISIT DOUBLES AS A SAFETY CHECK FOR THE RECIPIENT. THERE HAVE BEEN TIMES WHEN THIS SAFETY CHECK HAS RESULTED IN SAVING THE LIFE OF A SENIOR. FOR MOST PARTICIPANTS, SENIOR NUTRITION PROVIDES THE MAIN MEAL OF THE DAY. OUR MEALS ARE LOW COST AND AFFORDABLE, WHICH ALLOWS PARTICIPANTS TO STAY WITHIN THEIR BUDGETS. SENIOR NUTRITION HELPS SENIORS REMAIN IN THEIR OWN HOUSING AND MAINTAIN THEIR HEALTH AS SHOWN IN OUR ANNUAL REPORT ON OUR WEBSITE. 2938020 1711533 472184 WEATHERIZATION: THE WEATHERIZATION ASSISTANCE PROGRAM PROVIDES ENERGY CONSERVATION HOME IMPROVEMENTS TO REDUCE ENERGY CONSUMPTION COSTS. EACH HOME IS INSPECTED BEFORE AND AFTER WORK IS DONE TO ENSURE THAT HOMES ARE MORE ENERGY EFFICIENT UPON PROJECT COMPLETION. HOMEOWNERS ARE MADE AWARE OF ALL AREAS OF THE HOME ON WHICH WORK WILL BE COMPLETED. IMPROVEMENTS MAY INCLUDE EXTERIOR WALL AND ATTIC INSULATION, AIR INFILTRATION AND BYPASS SEALING, AND TESTING, REPAIR, OR REPLACEMENT OF MECHANICAL SYSTEMS TO ENSURE EFFICIENCY AND SAFETY. THE WEATHERIZATION ASSISTANCE PROGRAM ALSO PROVIDES (1) EDUCATION TO CONSUMERS REGARDING HOME ENERGY EFFICIENCY AND SAFETY, (2) ENERGY AUDITS TO EVALUATE HOME ENERGY USAGE, AND (3) CONSERVATION IMPROVEMENT PROGRAMS IN COLLABORATION WITH LOCAL UTILITIES AND FUEL SUPPLIERS. HOMEOWNERS AND RENTERS WHO APPLY AND ARE ELIGIBLE FOR THE ENERGY ASSISTANCE PROGRAM ARE AUTOMATICALLY SCREENED FOR PARTICIPATION IN WEATHERIZATION. PRIORITY IS GIVEN TO HOUSEHOLDS WITH AT LEAST ONE SENIOR CITIZEN, AN INDIVIDUAL WITH A DISABILITY, OR A CHILD, AND TO HOUSEHOLDS WITH THE HIGHEST HEATING COSTS. WEATHERIZATION IMPROVES THE ENERGY EFFICIENCY OF HOMES AND REDUCES ENERGY CONSUMPTION AS SHOWN IN OUR ANNUAL REPORT ON OUR WEBSITE. 6096476 682101 995911 TRANSPORTATION: THE VOLUNTEER DRIVER PROGRAM PROVIDES TRANSPORTATION FOR PERSONS AGED 60 AND OVER FOR MEDICAL ASSISTANCE, BLUE PLUS, AND UCARE CLIENTS TO MEDICAL AND DENTAL APPOINTMENTS. THOSE AGED 60 AND OVER MAY ALSO RECEIVE RIDES FOR PERSONAL APPOINTMENTS AND SENIOR DINING. ROLLING HILLS TRANSIT BUSES PROVIDE FARE-BASED TRANSPORTATION FOR THE PUBLIC. RIDES ARE PROVIDED FOR MEDICAL APPOINTMENTS, WORK, DAYCARE, PRESCHOOL, LOCAL BUSINESS NEEDS, SENIOR DINING SITES, AND OTHER SPECIAL REQUESTS. TRANSPORTATION FOR SPECIAL EVENTS MAY BE ARRANGED. ALL BUSES ARE ACCESSIBLE TO INDIVIDUALS WITH DISABILITIES. COMMUNITY SERVICES: COMMUNITY SERVICES INCLUDE THE OUTREACH & EMERGENCY SERVICES DEPARTMENT, WHERE STAFF IN FIELD OFFICES THROUGHOUT THE SERVICE AREA OFFER A PERSONAL CONNECTION FOR HOUSEHOLDS STRUGGLING WITH FINANCIAL HARDSHIPS TO ACCESS THE AGENCY'S PROGRAMS AND OTHER COMMUNITY RESOURCES. OUTREACH STAFF PROVIDE REFERRALS, ADVOCATE ON BEHALF OF CLIENTS, AND ADMINISTER EMERGENCY ASSISTANCE PROGRAMS AND OTHER LOCALLY FUNDED ASSISTANCE PROGRAMS BASED ON RESOURCES AVAILABLE IN THAT COUNTY.HOUSING/ HOUSING ASSISTANCE: HOUSING SERVICES STAFF HELPS IDENTIFY HOUSING NEEDS AND DETERMINE RESOURCES TO CREATE HOUSING DEVELOPMENT OR REHAB OPPORTUNITIES. THE AGENCY HAS A STRONG RECORD OF BOTH DEVELOPING AND REHABILITATING HOUSING AND CAN COORDINATE MULTIPLE FUNDING SOURCE STREAMS TO BEST FIT A COMMUNITY'S NEEDS. OUTREACH & EMERGENCY SERVICES STAFF ALSO ADMINISTER PROGRAMS FOR RENT, DEPOSIT, AND MORTGAGE ASSISTANCE TO PREVENT OR ADDRESS HOMELESSNESS. WHEN PROVIDING MOTEL VOUCHERS FOR HOMELESS HOUSEHOLDS IN TRANSITION THE GOAL IS ALWAYS PERMANENT HOUSING.ENERGY ASSISTANCE: THE ENERGY ASSISTANCE PROGRAM, FEDERALLY FUNDED AND ADMINISTERED BY THE MN DEPARTMENT OF COMMERCE, PROVIDES FINANCIAL ASSISTANCE FOR BOTH HOMEOWNERS AND RENTERS TO HELP WITH HOUSEHOLD UTILITY BILLS. A HOUSEHOLD MUST COMPLETE THE APPLICATION PROCESS TO DETERMINE ELIGIBILITY AND THE AMOUNT OF FINANCIAL ASSISTANCE, WHICH IS PAID DIRECTLY TO THE HOUSEHOLD'S UTILITY PROVIDER. ASSISTANCE RANGES FROM $200 TO $1,400 DEPENDING ON HOUSEHOLD SIZE, INCOME, AND FUEL COSTS. INCOME GUIDELINES ARE 50 PERCENT OF THE STATE MEDIAN INCOME. THE PROGRAM OPERATES FROM OCTOBER 1 TO MAY 31.FOOD ASSISTANCE: THE FEDERAL CHILD AND ADULT CARE FOOD PROGRAM ALLOWS HEAD START TO PROVIDE HEALTHY MEALS FOR CHILDREN IN THE PROGRAM AND TO MEET PERFORMANCE STANDARDS COVERING THE HEALTH AND WELL-BEING OF CHILDREN. FOOD ASSISTANCE ALSO INCLUDES FOUR FOOD SHELVES IN THE SERVICE AREA, WHICH ARE SUPPORTED BY LOCAL MONETARY DONATIONS AND DONATIONS OF FOOD OR PERSONAL CARE ITEMS, AS WELL AS SOME GRANTS. THE FOOD SHELVES ARE ABLE TO PURCHASE EMERGENCY FOOD WITH FUNDS FROM THE FEMA EMERGENCY FOOD AND SHELTER PROGRAM. THE FOOD SHELVES PROVIDE LOW-INCOME FAMILIES WITH A VARIETY OF NUTRITIOUS FOOD OPTIONS AND THE ABILITY TO STRETCH LIMITED HOUSEHOLD BUDGETS. HEALTH: SEMCAC HAS TWO HEALTH SERVICES PROGRAMS: (1) THE SENIOR & CAREGIVER ADVOCACY PROGRAM SUPPORTS AND EMPOWERS SENIORS AND CAREGIVERS BY ADDRESSING THEIR INDIVIDUAL NEEDS AND PREFERENCES, SO THAT THEY MAY REMAIN LIVING INDEPENDENTLY IN THEIR OWN HOMES AND COMMUNITIES; (2) SEMCAC CLINIC PROVIDES HIGH QUALITY FAMILY PLANNING AND REPRODUCTIVE AND SEXUAL HEALTH SERVICES AND EDUCATION TO THE PUBLIC, REGARDLESS OF INCOME LEVEL, INSURANCE STATUS, AGE, SEX, GENDER IDENTITY, SEXUAL ORIENTATION OR STATE OF RESIDENCY. 6096476 682101 995911 16006486 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 108 0 1 323 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X THE ORGANIZATION 5078647741 204 SOUTH ELM STREET RUSHFORD MN 55971 NEIL WITZEL PRESIDENT 1.00 X X 0 0 0 RICK WITTROCK VICE PRESIDENT 1.00 X X 0 0 0 RUTH FALLON TREASURER 1.00 X X 0 0 0 JANICE BALL SECRETARY 1.00 X X 0 0 0 TIM TJOSAAS BOARD MEMBER 1.00 X 0 0 0 GREG PETERSON BOARD MEMBER (THRU 4/2023) 1.00 X 0 0 0 KAREN JOHNSON BOARD MEMBER (THRU 8/2023) 1.00 X 0 0 0 PATRICIA COLEMAN BOARD MEMBER 1.00 X 0 0 0 POLLY GLYNN BOARD MEMBER 1.00 X 0 0 0 TINA BELL BOARD MEMBER 1.00 X 0 0 0 RICK GNEMI BOARD MEMBER 1.00 X 0 0 0 BRENDA BOETTCHER BOARD MEMBER 1.00 X 0 0 0 LARRY HINDT BOARD MEMBER (BEG 2/2023) 1.00 X 0 0 0 JOHN FORMAN BOARD MEMBER (BEG 2/2023) 1.00 X 0 0 0 BOB BURNS BOARD MEMBER 1.00 X 0 0 0 CAROLYN CRIPPS BOARD MEMBER (BEG 6/2023) 1.00 X 0 0 0 STEVE SARVI BOARD MEMBER (BEG 6/2023) 1.00 X 0 0 0 DOUG GROUT EXECUTIVE DIRECTOR (THRU 12/2023) 40.00 X 127750 0 5110 ADAM LARSON FISCAL DIRECTOR 40.00 X 36354 0 3246 164104 0 8356 1 0 0 0 SUPERIOR MECHANICAL SYSTEMS 1244 60TH AVE NW ROCHESTER MN 55901 HVAC SERVICES 373512 JOHNSON HEATING & AIR CONDITIONING INC 1430 FRANK AVE ALBERT LEA MN 56007 HVAC SERVICES 194160 PRO PLUMBING & HEATING CORP 2206 4TH ST NW AUSTIN MN 55912 HVAC SERVICES 131752 NEWMAN HEATING & COOLING 309 MAIN ST N CANTON MN 55922 HVAC SERVICES 110104 ENVIROBATE INC 3301 E 26TH ST MINNEAPOLIS MN 55406 CONSTRUCTION 100720 5 65562 13704427 3499440 257182 17269429 OLDER AMERICANS 624210 1310068 1296029 14039 TRANSPORTATION 480000 745470 745470 WEATHERIZATION 623990 472184 458099 14085 HEALTH 621610 233559 233559 HOUSING ASSISTANCE 624210 12000 12000 4882 4882 2778163 23017 23017 MISCELLANEOUS 900099 29464 29464 29464 20100073 2774621 33006 23017 2942674 2942674 235551 167778 49083 18690 7229308 6503900 724935 473 143479 130031 13422 26 1035187 932149 100397 2641 543913 489321 52993 1599 9488 8508 980 57198 51288 5910 1027630 921180 106398 52 185384 169832 15345 207 260398 238934 21073 391 207268 190669 16158 441 701110 654203 46903 4 101564 91885 9449 230 28485 26095 2358 32 319341 247925 71416 79962 73254 6619 89 OTHER PROGRAM SERVICES 1083108 1083108 0 0 SUPPLIES AND EQUIPMENT 604829 554291 49350 1188 VEHICLE COSTS 348207 318996 28823 388 STAFF DEVELOPMENT COSTS 86622 79355 7170 97 143117 131110 11848 159 17373823 16006486 1340630 26707 1400 1100 1897641 1555540 1978976 4330551 422950 676492 81561 73856 29226 31575 202459 229050 7447487 3239992 3697233 4207495 165770 1300736 8477216 12406395 981944 1041094 756435 641270 50293 47781 601801 579185 28424 1220805 2418897 3530135 X 4070100 4375653 1988219 4500607 6058319 8876260 8477216 12406395 2726250 91691 0 X 0 1 X 1 1 1 X 11853570 12693011 14367341 13762926 17269429 69946277 11853570 12693011 14367341 13762926 17269429 69946277 1367040 68579237 9920 4246 3542 3924 23017 44649 5522 2480 1853 0 0 9855 70000781 12157578 0.97970 0.99930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3058 3058 0 PART II-B, LINE 1: THE ORGANIZATION IS A MEMBER OF MINNESOTA COMMUNITY ACTION PARTNERSHIP AND A PORTION OF THE DUES IS FOR LOBBYING EXPENSE. THE MISSION OF COMMUNITY ACTION PARTNERSHIP IS TO REMOVE OBSTACLES AND SOLVE PROBLEMS THAT BLOCK ACHIEVEMENT OF SELF-SUFFICIENCY. IN ORDER TO REDUCE POVERTY IN ITS COMMUNITY, A COMMUNITY ACTION AGENCY WORKS TO BETTER FOCUS AVAILABLE LOCAL, STATE, PRIVATE AND FEDERAL RESOURCES TO ASSIST LOW INCOME FAMILIES TO ACQUIRE USEFUL SKILLS AND KNOWLEDGE, GAIN ACCESS TO NEW OPPORTUNITIES AND ACHIEVE ECONOMIC SELF-SUFFICIENCY. 0 1 568107 568107 4358331 1547008 2811323 2521049 1692984 828065 4207495 CO-OP PATRONAGE RECEIVABLE, NET 79109 HOUSING LAND INVENTORY CIP 65243 RIGHT-OF-USE ASSETS - OPERATING LEASES 1156384 1300736 FINANCING LEASE 22984 OPERATING LEASES 1197821 1220805 20242359 142286 142286 20100073 0 20100073 17516109 142286 142286 17373823 0 17373823 PART IV, LINE 1B: SEMCAC WAS THE FISCAL AGENT FOR AUSTIN HRA APPROVED MOWER COUNTY CHILD CARE GRANTS. 1 WEATHERIZATION 796 1711533 CHILD EDUCATION SERVICES - HEAD START 305 218824 COMMUNITY SERVICES 983 634648 EMERGENCY FOOD ASSISTANCE 2597 47335 OLDER AMERICANS 3956 330216 OTHER 118 PART I, LINE 2: SEMCAC UTILIZES THE ACCOUNTING INFORMATION SYSTEM ABILA-MIPS WHICH ASSIGNS A FOUR DIGIT GRANT FUND NUMBER THAT IS USED TO CODE ALL RECEIPTS AND DISBURSEMENTS AS WELL AS THE BUDGET. REVENUE AND EXPENSE REPORTS ARE RUN MONTHLY TO SUBMIT COSTS FOR REIMBURSEMENT. PROGRAM DIRECTORS/MANAGERS REVIEW BUDGET VS ACTUAL DETAIL REPORTS TO DETERMINE HOW WELL EACH GRANT IS TRACKED OR BEING UTILIZED OVER THE COURSE OF THE GRANT PERIOD. VARIANCES ARE DISCUSSED WITH THE EXECUTIVE DIRECTOR AND THE FINANCE COMMITTEE TO IMPLEMENT RESOLUTION STRATEGIES, PROCESS BUDGET AMENDMENTS, OR WORKING WITH GRANT MANAGERS FROM FUNDING SOURCES. X 8 257182 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED IN COLUMN B. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY REVIEWS A DRAFT OF THE 990 AND APPROVES IT BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EMPLOYEES HAVE AN OBLIGATION TO: 1. AVOID CONFLICTS OF INTEREST, 2. DISCLOSE REAL AND APPARENT CONFLICTS OF INTEREST, AND, 3. REFRAIN FROM PARTICIPATION IN ANY DECISIONS ON MATTERS THAT INVOLVE A REAL CONFLICT OF INTEREST AND IN APPEARANCE. A CONFLICT OF INTEREST IS COMPLETED ANNUALLY. A BOARD MEMBER OR EMPLOYEE WHO BELIEVES THAT HE OR SHE MAY BE PERCEIVED AS HAVING A CONFLICT OF INTEREST IN A DISCUSSION OR DECISION MUST DISCLOSE THAT CONFLICT TO THE GROUP MAKING THE DECISION. ALL REAL OR APPARENT CONFLICTS OF INTEREST SHALL BE DISCLOSED TO THE FINANCE COMMITTEE AND THE EXECUTIVE DIRECTOR OF THE AGENCY. FORMS ARE SENT TO THE ADMINISTRATIVE ASSISTANT, REVIEWED AND SIGNED BY THE EXECUTIVE DIRECTOR. DISCLOSURE IS MADE TO THE FISCAL DEPARTMENT. FORM 990, PART VI, SECTION B, LINE 15 A STANDARD REVIEW FORM IS COMPLETED AND PERFORMANCE OF ALL STAFF IS EVALUATED. RATE INCREASES ARE GIVEN THROUGH A STEP SYSTEM THAT RECOGNIZES LONGEVITY. COST OF LIVING INCREASES ARE SET BY THE BOARD. A COMPARISON IS CONDUCTED TO OTHER NON PROFIT ORGANIZATIONS AND THE GENERAL AREA MARKET EVERY THREE YEARS. PERIODICALLY AN OUTSIDE COMPENSATION STUDY IS PERFORMED TO ASSURE WAGES PAID ARE COMPARABLE AND REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THE AUDIT REPORT IS ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE.