2025-02-03T15:26:36-06:00 2024-03-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2023-04-01 416050353 MINNESOTA VALLEY ACTION COUNCIL INC MINN 5073456822 706 NORTH VICTORY DRIVE MANKATO MN 56001 AMANDA MACKIE EXECUTIVE DIRECTOR 5073456822 2025-01-24 1 0 KATHERINE LUTZKE CPA P01760889 5072802300 2025-01-24 2023 2025-03-06 01:10:19Z AMANDA MACKIE 706 NORTH VICTORY DRIVE MANKATO MN 56001 27188125 0 X WWW.MNVAC.ORG X 1965 MN DEVELOP RESOURCES AND OPPORTUNITIES WHICH EMPOWER PEOPLE AND COMMUNITIES. 24 24 470 800 0 0 25235396 23715256 3120084 3365132 109425 107737 -27529 -29189 28437376 27158936 14852487 13855456 0 0 9358642 9427905 0 0 36888 3251670 3533894 27462799 26817255 974577 341681 13891918 14892952 4072039 4438371 9819879 10454581 X DEVELOP RESOURCES AND OPPORTUNITIES WHICH EMPOWER PEOPLE AND COMMUNITIES. 0 0 6952045 6671424 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 8,233 HOUSEHOLDS. 6452166 374237 0 HEAD START - 499 LOW-INCOME CHILDREN PARTICIPATED IN QUALITY PRESCHOOL. HEARING AND VISION SCREENINGS WERE PROVIDED TO 280 CHILDREN. 247 CHILDREN RECEIVED DENTAL EXAMS, SOME FOR THE VERY FIRST TIME. PROVIDED 134 PREGNANT WOMEN, INFANTS AND TODDLES WITH QUALITY HOME VISITING SERVICES. 537 VOLUNTEERS CONTRIBUTED THEIR TIME TO ENHANCE THE SERVICE PROVIDED TO FAMILIES. 5904136 4089183 527246 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 51 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 254 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 229 HOUSEHOLDS AND REPLACED OR REPAIRED 203 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 355 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, FAIRMONT, MAPLETON, TRIMONT, WATERVILLE, AMBOY, BELLE PLAINE AND DAKOTA COUNTY SERVED WERE OVER 20 HOUSEHOLDS OR COMMERCIAL BUILDINGS. 4576133 1723685 0 EMPLOYMENT AND TRAINING - 339 ADULTS GAINED EMPLOYMENT WITH OUR WORKFORCE DEVELOPMENT TRAINING AND ASSISTANCE. PROVIDED TRAINING TO 27 INDIVIDUALS WHO LOST THEIR JOBS DUE TO BUSINESS/PLANT CLOSING OR DOWNSIZING. 235 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 585 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 138 HOUSEHOLDS WERE SERVED. 1899152 996927 2837886 OTHER PROGRAMS - CAR DONATION PROGRAM PROVIDES VEHICLES TO STRUGGLING LOW-WAGE WORKERS SO THEY CAN MAINTAIN JOBS AND CARE FORTHEIR FAMILIES. APPROXIMATELY 30 FAMILIES WERE ASSISTED. MVAC FIELDED MORE THAN 3,000 INQUIRIES FOR CAR INFORMATION AND ASSISTANCE. 11 INDIVIDUALSPARTICIPATED IN THE NEW-LEASE CAR PROGRAM. OUR VITA TAX SITE COMPLETED 2,154 TAX RETURNS RESULTING IN $1,511,000 TAX REFUNDS OR CREDITS FOR LOW INCOME INDIVIDUALS. THROUGH THE FAIM INITIATIVE (FAMILY ASSETS FOR INDEPENDENCE IN MN) MVAC PROVIDED 22 PEOPLE WITH THE OPPORTUNITY TO SAVE EARNED INCOME WITH THE GOAL OF OBTAINING A GRANT TO QUADRUPLE THEIR SAVINGS IN 2024. FUNDS ARE USED FOR A SPECIFIC ASSET: 10 PARTICIPANTS' GOAL IS PURCHASE OF A USED VEHICLE, SEVEN HAVE PURCHASED OR WILL PURCHASE THEIR FIRST HOME, TWO ARE ATTENDING POST-SECONDARY TRAINING, AND TWO ARE STARTING OR IMPROVING A SMALL BUSINESS. ALL PARTICIPANTS ALSO LEARN THE BASICS OF PERSONAL FINANCE AND BUDGETING. ASSISTED 87,233 CALLERS AND10,773 VISITS TO OUR OFFICES. 6475285 2720612 2837886 25783632 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 1 319 0 1 470 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 X 24 24 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 121100 0 24329 121100 0 24329 1 0 0 0 BALLMAN ROOFING 45668 STATE HWY 22 KASOTA MN 56050 HOME OR COMMERCIAL REMODELING 616392 DIMMEL LOREN CONSTRUCTION 440 N WEBSTER ST KASOTA MN 56050 HOME OR COMMERCIAL REMODELING 301705 POSSEHL'S SUPERIOR CONSTRUCTION 2138 HARMANY AVE ALBERT LEA MN 56007 HOME OR COMMERCIAL REMODELING 289073 NASH BROS CONSTRUCTION 52874 MINNEWAUKON CT NORTH MANKATO MN 56003 HOME OR COMMERCIAL REMODELING 217218 VICTORINO'S CONSTRUCTION LLC 36548 178H ST WASECA MN 56093 HOME OR COMMERCIAL REMODELING 163440 9 92772 23529742 92742 23715256 THRIFT STORE SALES 459510 2266233 2266233 FEE FOR SERVICES 541900 720250 720250 LEASE SPACE/LAUNDRY 531120 226248 226248 CAR LEASE SALES 532000 136866 136866 FISCAL AGENT SERVICES 541900 15535 15535 3365132 107737 107737 0 92772 29189 -29189 -29189 27158936 3365132 0 78548 973664 973664 12881792 12881792 147096 147096 7190606 6747368 428859 14379 2090203 1918459 162830 8914 249565 230442 18059 1064 817897 760145 54296 3456 212159 194728 16526 905 REPAIRS AND MAINTENANCE 1041269 956458 80370 4441 MISCELLANEOUS 876526 784098 88699 3729 PAYMENTS TO ADMINISTRAT 314669 314669 CREDIT LOSS EXPENSE 21809 21809 26817255 25783632 996735 36888 1936413 1460260 3708040 5405175 2472543 2065334 162986 207910 553944 486448 92263 116260 7721364 3484535 4555797 4236829 409932 914736 13891918 14892952 2228008 1870330 1273724 1395706 383958 924345 186349 247990 4072039 4438371 X 9819879 10454581 9819879 10454581 13891918 14892952 341681 349537 -56516 0 X 0 1 X 1 1 1 X 19398737 21578087 26390820 25235396 23715256 116318296 19398737 21578087 26390820 25235396 23715256 116318296 116318296 34072 52902 68555 118520 107737 381786 116700082 14200866 0.99670 0.99750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6119901 2333707 3786194 1601463 1150828 450635 4236829 ROU ASSET 914736 914736 CASH HELD FOR FISCAL AGENT 247990 247990 X 30891535 349537 3366077 3715614 27175921 -16985 -16985 27158936 30256833 3422593 16985 3439578 26817255 0 26817255 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, 2024 AND 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -16,985. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 16,985. LIP SYNC BATTLE 92772 92772 10445 1759 16985 92772 92772 10445 1759 16985 29189 -29189 1 HUMAN SERVICES FARIBAULTMARTIN CO 115 W 1ST ST FAIRMONT MN 56031 411286683 170(C)(1) 366036 0 N/A N/A EMPLOYMENT & TRAINING HUMAN SERVICES WATONWAN CO 720 1ST AVE S ST JAMES MN 56081 416005922 170(C)(1) 93665 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) 253375 0 N/A N/A EMPLOYMENT & TRAINING MRCI WORKSOURCE 1750 ENERGY DR MANKATO MN 56001 410736870 170(C)(1) 85407 0 N/A N/A EMPLOYMENT & TRAINING MANKATO AREA ADULT BASIC EDUCATION 110 FULTON ST MANKATO MN 56001 416000310 170(C)(1) 13633 0 N/A N/A EMPLOYMENT & TRAINING SW MN PRIVATE INDUSTRY COUNCIL 6007 W MAIN MARSHALL MN 56258 411487964 170(C)(1) 161548 0 N/A N/A EMPLOYMENT & TRAINING 6 0 ENERGY ASSISTANCE 8233 6671424 N/A N/A WEATHERIZATION 280 624683 N/A N/A EMPLOYMENT 0 1723685 N/A N/A HOMELESSNESS 254 171710 N/A N/A HEAD START 499 374237 N/A N/A HOUSING 375 3316053 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 EACH BOARD MEMBER RECEIVES A COPY OF THE DOCUMENT. THE BOARD AND EXECUTIVES REVIEW THE DOCUMENT DURING A BOARD MEETING. 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 2023. 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.