2024-06-12T13:17:24-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2023-01-01 200956455 DULUTH AREA FAMILY YMCA HERITAGE FOUNDATION DULU 2187224745 302 W 1ST STREET DULUTH MN 55802 SARA COLE CEO/PRESIDENT 2187224745 2024-06-10 1 SARA COLE 999009999 1 KATHERINE LUTZKE CPA P01760889 5072802300 2024-06-10 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z SARA COLE 302 W 1ST STREET DULUTH MN 55802 2345764 0 X WWW.DULUTHYMCA.ORG X 2004 MN TO BENEFIT THE DULUTH AREA FAMILY YMCA, INC. 8 8 0 11 0 0 476794 339814 0 0 82865 148626 0 300 559659 488740 30000 36375 0 0 0 0 0 0 0 15591 34756 45591 71131 514068 417609 7787577 8731644 0 525 7787577 8731119 THE FOUNDATION IS ORGANIZED TO HOLD FUNDS TO BENEFIT THE DULUTH AREA FAMILY YMCA, INC. 0 0 36375 36375 0 OPERATING SUPPORT TO THE DULUTH AREA FAMILY YMCA, STURGEON LAKE YMCA PROPERTIES, INC, AND DULUTH YMCA PROPERTY, INC. 36375 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MN X X AMY HAGGENMILLER 2187224745 302 W 1ST STREET DULUTH MN 55802 BRIANA JOHNSON DIRECTOR 1.00 2.00 X 0 0 0 EDDIE CRAWFORD DIRECTOR 1.00 2.00 X 0 0 0 KRISTI STOKES DIRECTOR 1.00 2.00 X 0 0 0 GREGORY WEGLER DIRECTOR 1.00 2.00 X 0 0 0 RACHEL JOHNSON DIRECTOR 1.00 1.00 X 0 0 0 BRANDON TALBOT DIRECTOR 1.00 2.00 X 0 0 0 STEVE EWERS DIRECTOR 1.00 2.00 X 0 0 0 HANNAH STEVENS DIRECTOR 1.00 1.00 X 0 0 0 SARA COLE CEO/PRESIDENT 1.00 42.00 X 0 232521 45235 AMY HAGGENMILLER CHIEF FINANCIAL OFFICER 1.00 42.00 X 0 157694 46014 0 390215 91249 0 0 1 0 0 339814 339814 117724 117724 1887926 1857024 30902 30902 30902 OTHER INCOME 900099 300 300 300 488740 0 0 148926 36375 36375 14025 14025 17710 17710 216 216 1140 1140 LIFE INSURANCE POLICY 1665 1665 71131 36375 34756 0 537594 548936 170643 0 37921 94041 0 0 4041414 4482540 3000005 3606127 7787577 8731644 525 0 525 X 3279311 4497005 4508266 4234114 7787577 8731119 7787577 8731644 X 417609 530671 -4738 X 0 1 X 1 0 X X 1 THE DULUTH AREA FAMILY YMCA 410693931 10 1 36375 0 1 36375 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART VI, SECTION C, LINE 1: THE SUPPORTED ORGANIZATION HAS TWO BOARD MEMBERS THAT SERVE ON BOTH BOARDS OF DIRECTORS. THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND MANAGEMENT HAVE OVERSIGHT OVER BOTH ENTITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3588076 5883 564244 212067 3946136 4370661 458669 -1035012 206242 3588076 3842712 89406 621559 183016 4370661 3457285 62050 497760 174383 3842712 2977076 6730 637392 163913 3457285 0.00000 1.00000 0.00000 0 0 0 CASH SURRENDER VALUE LIFE INSURANCE 79998 DUE FROM RELATED PARTY 3526129 3606127 PART V, LINE 4: TO FUND CAPITAL PROJECTS OR OPERATING EXPENSES OF THE YMCA. 1 DULUTH AREA FAMILY YMCA 302 W FIRST ST DULUTH MN 55802 410693931 501(C)(3) 36375 0 GENERAL OPERATING SUPPORT 1 0 PART I, LINE 2: THE ORGANIZATION'S BOARD OF DIRECTORS MONITORS THE DISBURSMENT OF FUNDS TO THE DULUTH AREA FAMILY YMCA. 0 0 0 0 0 0 0 0 0 SARA COLE CEO/PRESIDENT 0 232521 0 0 0 0 0 27902 0 17333 0 277756 0 0 AMY HAGGENMILLER CHIEF FINANCIAL OFFICER 0 157694 0 0 0 0 0 18923 0 27091 0 203708 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY DULUTH AREA YMCA, A RELATED ORGANIZATION. THE FOLLOWING WERE USED BY DULUTH AREA YMCA IN DETERMINING THE CEO'S COMPNESATION: 1. WRITTEN EMPLOYMENT CONTRACT 2. COMPENSATION SURVEY OR STUDY 3. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS PROVIDED, AND INDIVIDUALS SIGN ANNUALLY NOTING THAT THEY RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND AGREES TO COMPLY WITH THE POLICY. IF A CONFLICT OF INTEREST EXISTS, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING DURING THE DISCUSSION AND VOTE ON THE TRANSACTION THAT RESULTS IN THE CONFLICT. THE BOARD MINUTES SHALL CONTAIN THE NAME OF THE PERSON WHO DISCLOSED OR FOUND TO HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF LIFE INSURANCE POLICIES -4,738. STURGEON LAKE PROPERTY INC 302 W 1ST ST DULUTH MN 55802 200956525 SUPPORT DULUTH AREA FAMILY YMCA INC. MN 501(C)(3) LINE 12B, II DULUTH AREA FAMILY YMCA HERITAGE FOUNDATION 1 DULUTH YMCA PROPERTY INC 302 W 1ST ST DULUTH MN 55802 200956601 SUPPORT DULUTH AREA FAMILY YMCA INC. MN 501(C)(3) LINE 12B, II DULUTH AREA FAMILY YMCA HERITAGE FOUNDATION 1 DULUTH AREA FAMILY YMCA INC 302 W 1ST ST DULUTH MN 55802 410693931 BUILDING STRONG KIDS, FAMILIES, AND COMMUNITIES MN 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0