2025-02-11T09:31:57-05:00 2024-06-30 470526649 DANA F COLE & COMPANY LLP PO BOX 618 MARSHALL MN 56258 990 2023-07-01 416023143 UNITED WAY OF SOUTHWEST MINNESOTA UNIT 5079292273 PO BOX 41 MARSHALL MN 56258 MEG LOUWAGIE CEO 5079292273 2025-02-01 true true NATALIE MCHUGH P01311957 5075322295 2025-02-10 2023 2025-03-06 01:10:19Z MEG LOUWAGIE SAME AS C ABOVE MARSHALL MN 56258 584780 false X WWW.UNITEDWAYSWMN.ORG X 1962 MN UNITED WAY OF SOUTHWEST MINNESOTA IS AN INDEPENDENT LOCAL, AUTONOMOUS 501 (C)(3) ORGANIZATION WORKING TO CREATE LASTING CHANGES IN PEOPLE'S LIVES AND THE COMMUNITIES IN LINCOLN, LYON, MURRAY, YELLOW MEDICINE AND PORTIONS OF COTTONWOOD, LAC QUI PARLE, NOBLES AND REDWOOD COUNTIES OF MINNESOTA. UNITING PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN COMMUNITIES IN SOUTHWEST MINNESOTA. 14 14 2 75 0 465834 550200 0 1643 17449 16345 4073 483822 571722 299536 300214 0 130669 137904 0 56273 66346 60679 496551 498797 -12729 72925 820050 861140 229067 189819 590983 671321 X UNITING PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN COMMUNITIES IN SOUTHWEST MINNESOTA. false false 270810 193600 2542 COMMUNITY IMPACT: UNITED WAY OF SOUTHWEST MINNESOTA IS A MINNESOTA NONPROFIT ORGANIZATION. IT IS A LOCAL AUTONOMOUS 501(C)(3) ORGANIZATION WORKING TO CREATE LASTING CHANGES IN PEOPLE'S LIVES AND THE COMMUNITIES IN LINCOLN, LYON, MURRAY, YELLOW MEDICINE AND PORTIONS OF COTTONWOOD, LAC QUI PARLE, NOBLES AND REDWOOD COUNTIES OF MINNESOTA. WE ACCOMPLISH THIS BY PARTNERING WITH NON-PROFIT AGENCIES, SCHOOLS OR LOCAL UNITS OF GOVERNMENT THAT SERVE PEOPLE IN THIS AREA OF THE STATE OF MINNESOTA AND BY TARGETING GRANTS FOR SPECIFIC PROGRAMS THAT PRODUCE OUTCOMES WITHIN THE AREAS OF HEALTH, EDUCATION, FINANCIAL STABILITY, HUNGER, AND SAFETY & WELL-BEING. ANNUALLY, THE UNITED WAY OF SOUTHWEST MINNESOTA BOARD OF DIRECTORS DETERMINES THE OVERALL FUNDING LEVEL FOR COMMUNITY IMPACT GRANTS BASED UPON RESOURCES GATHERED DURING THE PRECEDING FUND-RAISING CAMPAIGN. QUALIFYING ORGANIZATIONS THAT SERVE LOCAL PEOPLE ARE INVITED TO PREPARE GRANT PROPOSALS THAT ADDRESS STRATEGIES WITHIN THE ABOVE LISTED PRIORITY AREAS. GRANT APPLICATIONS UNDERGO REVIEW THROUGH AN ORGANIZED CITIZEN REVIEW PROCESS (OUTLINED IN PART IV, SCHEDULE I, PART 1, LINE 2). RECOMMENDATIONS ARE THEN PRESENTED TO THE UNITED WAY OF SOUTHWEST MINNESOTA'S BOARD OF DIRECTORS FOR FINAL REVIEW AND APPROVAL. APPROVED GRANTS BECOME AVAILABLE JULY 1 OF EACH YEAR. ALL COMMUNITY IMPACT GRANTS ARE PAID OUT IN QUARTERLY INSTALLMENTS. 104614 104614 INTERNAL PROGRAMS: UNITED WAY OF SOUTHWEST MINNESOTA FOCUSES ON HEALTH, EDUCATION, FINANCIAL STABILITY, HUNGER, AND SAFETY & WELL-BEING. THE UNITED WAY SUCCESS BY 6 INITIATIVE STRIVES TO MAKE SURE THAT ALL CHILDREN ARE READY TO SUCCEED WHEN THEY ENTER KINDERGARTEN. CHILDREN WHO START BEHIND, STAY BEHIND. KEY STRATEGIES INCLUDE SPONSORSHIP OF THE DOLLY PARTON IMAGINATION LIBRARY PROGRAM WHICH PUTS QUALITY, AGE APPROPRIATE BOOKS INTO THE HANDS OF CHILDREN (BIRTH - AGE 5) EACH MONTH AT NO COST TO THEIR FAMILIES; PREPARATION AND DISTRIBUTION OF SCHOOL READINESS KITS FOR ALL CHILDREN PRIOR TO ENTERING KINDERGARTEN; AND PLANNING AND IMPLEMENTATION OF LITERACY BUILDING AND ENHANCEMENT PROGRAMS. OTHER INITIATIVE EXAMPLES: ANNUAL BACK-TO-SCHOOL SUPPLY DRIVES WHERE UNITED WAY OF SOUTHWEST MINNESOTA PROVIDES STAFF SUPPORT, VOLUNTEERS, PUBLICITY, AND SERVES AS FISCAL AGENT; AND UNITED WAY STAFF ORGANIZE AND RECRUIT VOLUNTEERS FOR TARGETED COMMUNITY PROJECTS, I.E. DAYS OF ACTION, FOOD COLLECTION, AND VOLUNTEER READING EFFORTS. INITIATIVES ARE DEVELOPED OR SUPPORTED WHEN UNITED WAY OF SOUTHWEST MINNESOTA IDENTIFIES A GAP OR NEED THAT IS SIGNIFICANT ENOUGH TO TAKE ACTION. 2000 2000 SMALL GRANTS PROGRAM: IS TO PROVIDE AUPPORT FOR COMMUNITY PROJECTS, PROGRAMS, OR INITIATIVES IN NEED OF A SMALL, ONE-TIME GRANT FOR WORK THAT ALIGNS WITH UWSWMN GOALS FOR THE COMMON GOOD. UWSWMN SMALL GRANTS CAN BE USED FOR PROJECTS SUCH AS: PROGRAM WORK INCLUDING PLANNING, TRAINING AND/OR DEVELOPMENT; ORGANIZATIONAL CAPACITY BUILDING INCLUDING STRATEGIC PLANNING, GOVERNANCE AND OTHER TYPES OF ORGANIZATIONAL PLANNING AND/OR DEVELOPMENT ACTIVITIES; COMMUNITY AND/OR HUMAN SERVICE WORK THAT INCLUDES VOLUNTEER PARTICIPATION OR EMERGING OR UNMET NEEDS; AND/OR TO SUPPORT INNOVATIVE SOLUTIONS TO LOCAL ISSUES. 377424 true true false false false false false false false false true false false false false true true false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 3 0 2 true false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true false false MN X X X THE ORGANIZATION 5079292273 PO BOX 41 MARSHALL MN 56258 MEG LOUWAGIE CEO 40.00 X 54035 0 9588 AL CASTOR CHAIR 3.00 X X 0 0 0 SHAWNA CHRISTIANSON DIRECTOR 3.00 X 0 0 0 DOUG DESMET DIRECTOR 3.00 X 0 0 0 HAYLEY FRUIN DIRECTOR 3.00 X 0 0 0 KIM HOLM DIRECTOR 3.00 X 0 0 0 GEORGE TAYLOR III DIRECTOR 3.00 X 0 0 0 BRIAN JEREMIASON DIRECTOR 3.00 X 0 0 0 RACHEL NUESE PAST CHAIR 3.00 X X 0 0 0 MOLLY PETERSON DIRECTOR 3.00 X 0 0 0 CASEY POHLEN CO TREASURER 3.00 X X 0 0 0 CURT SCHAKE COMMUNITY IM 3.00 X X 0 0 0 MATT SUBY RESOURCE DEV 3.00 X X 0 0 0 MICHELLE WARME CO-TREASURER 3.00 X X 0 0 0 HANS ZAHRBOCK VICE CHAIR 3.00 X X 0 0 0 54035 9588 false false false 25489 524711 550200 17449 17449 10709 25489 10709 3880 2349 1531 1531 REIMBURSEMENTS 900099 2542 2542 2542 571722 2542 18980 300214 300214 64386 29420 9749 25217 55000 14223 32806 7971 9989 4226 2726 3037 8529 3156 2985 2388 473 175 166 132 8008 1799 3066 3143 5604 2073 1961 1570 2821 2821 2696 1353 1012 331 6028 2680 1860 1488 18000 11798 2801 3401 3146 1164 1101 881 5856 2167 2049 1640 408 151 143 114 2382 881 834 667 TELEPHONE 3136 1160 1098 878 EQUIPMENT LEASE 1220 451 427 342 MEMBERSHIPS AND DUES 901 333 316 252 498797 377424 65100 56273 101659 73299 605261 615156 93301 139005 5401 6708 20518 17398 428 3120 14000 23852 820050 861140 3963 8662 225104 181157 229067 189819 X 497682 532316 93301 139005 590983 671321 820050 861140 X 72925 7413 X false true X true false X 561211 534393 487449 465834 550200 2599087 561211 534393 487449 465834 550200 2599087 1160043 1439044 14423 3469 1096 1643 17449 38080 2637167 54783 0.54570 0.55200 X PART II, LINE 10 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20518 17398 3120 3120 X 581215 7899 1594 9493 571722 571722 508290 7899 1594 9493 498797 498797 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION UTILIZES THE PROVISIONS OF FASB ASC 740-10, ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT WOULD BE MATERIAL TO THE FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENT EXPENSES NETTED WITH EVENT 1,594 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES NETTED WITH EVENT 1,594 BEER DINNER 16478 13403 3075 500 2258 317 POWER OF THE PU 14895 7261 7634 1834 701 4136 963 31373 20664 10709 500 1834 701 6394 1280 10709 true JUNIOR ACHIEVEMENT 1745 UNIVERSITY AVENUE WEST ST PAUL MN 55104 844640555 501C3 7764 FINANCIAL STABILITY LUTHERAN SOCIAL SERVICES OF MN 715 N 11TH STREET 401C MOORHEAD MN 56560 410872993 501C3 10685 HEALTH MARSHALL FOOD4KIDS PO BOX 771 MARSHALL MN 56258 830865066 501C3 7764 HUNGER NEW HORIZONS CRISIS CENTER CRIME VICTIM SERVICES 109 S 5TH STREET MARSHALL MN 56258 411404769 501C3 23293 SAFETY & WELL-BEING NEW HORIZONS CRISIS CENTER PARENTING TIME PROGRAM 109 S 5TH STREET MARSHALL MN 56258 411404769 501C3 11647 SAFETY & WELL-BEING PRAIRIE FIVE COMMUNITY ACTION PRAIRIE FIVE MEALS PO BOX 159 MONTEVIDEO MN 56265 410904802 501C3 7764 HUNGER SERVEMINNESOTA READING CORPS 120 SOUTH 6TH STREET SUITE 226 MINNEAPOLIS MN 55402 412010058 501C3 13200 EDUCATION SMSU FOUNDATION MUSTANG MARKET 1501 STATE STREET MARSHALL MN 56258 237108470 501C3 6212 HUNGER UNITED COMMUNITY ACTION PTSHP KITCHEN TABLE FOOD SHELVES 1400 S SARATOGA STREET MARSHALL MN 56258 410904860 501C3 33370 HUNGER UNITED COMMUNITY ACTION PTSHP VOLUNTEER INCOME TAX ASSISTANCE PRO 1400 S SARATOGA STREET MARSHALL MN 56258 410904860 501C3 11886 FINANCIAL STABILITY UNITED COMMUNITY ACTION PTSHP THE REFUGE 1400 S SARATOGA STREET MARSHALL MN 56258 410904860 501C3 12921 FINANCIAL STABILITY WOMEN'S RURAL ADVOCACY PROGRAM PO BOX 1193 MARSHALL MN 56258 411831918 501C3 25509 SAFETY & WELL-BEING IMAGINATION LIBRARY 800 E MAIN STREET MARSHALL MN 56258 416023143 501C3 60190 EDUCATION WILD ABOUT KINDERGARTEN 800 E MAIN STREET MARSHALL MN 56258 416023143 501C3 8846 EDUCATION UNITED COMMUNITY ACTION PTSHP YOUTH DEVELOPMENT 1400 S SARATOGA STREET MARSHALL MN 56258 410904860 501C3 5637 EDUCATION STUFF THE BUS 800 E MAIN STREET MARSHALL MN 56258 416023143 501C3 33769 EDUCATION SCHOOL EMERGENCY FUNDS MARSHALL PUBLIC SCHOOL 401 S SARATOGA ST MARSHALL MN 56258 416002001 509A1 5313 EDUCATION 16 1 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANT AWARDS AND ALLOCATIONS - WE VERIFY NONPROFIT STATUS, COMPLIANCE WITH THE PATRIOT ACT, AND ADHERENCE TO REGULATIONS TO OPERATE ON A NON- DISCRIMINATORY BASIS. TO ASSURE EFFECTIVE PROGRAM PERFORMANCES AND FINANCIAL RESPONSIBILITY AND ACCOUNTABILITY, WE ALSO REVIEW AUDIT AND FINANCIAL INFORMATION, AS WELL AS PROGRAM OUTCOME EXPECTATIONS (PROGRAM RESOURCES, ACTIVITIES, OUTPUTS, OUTCOMES, INDICATORS AND PROGRAM TARGETS). ALL GRANT APPLICATIONS ARE REVIEWED TO ASSURE THAT THEY ALIGN WITH THE UNITED WAY OF SOUTHWEST MINNESOTA GOALS FOR THE COMMON GOOD. EACH AGENCY APPLYING FOR A COMMUNITY IMPACT GRANT MUST MEET WITH A PANEL OF VOLUNTEERS THAT REVIEWS HOW UNITED WAY RESOURCES ARE INVESTED AND MAKES SURE THAT THERE ARE POSITIVE RESULTS ACHIEVED WITH CONTRIBUTIONS GIVEN TO UNITED WAY OF SOUTHWEST MINNESOTA. THESE PANELS THEN MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS OF UNITED WAY OF SOUTHWEST MINNESOTA FOR ANNUAL COMMUNITY IMPACT AND SMALL PROJECTS GRANT FUNDING BASED ON THESE REVIEWS. SCHEDULE I, PAGE 4, PART IV PART II, LINE 1: HEALTH - INCREASE THE NUMBER OF YOUTH AND ADULTS WHO ARE HEALTHY AND AVOID RISKY BEHAVIORS - GRANTS HAVE BEEN USED: TO ACHIEVE A HEALTHIER START TO LIFE; TO INCREASE COMMUNITY CONDITIONS THAT SUPPORT HEALTHY BEHAVIORS; TO PROMOTE HEALTHY EATING AND PHYSICAL ACTIVITY; FOR SENIORS AND PEOPLE WITH DISABILITIES TO MAXIMIZE THEIR SELF-SUFFICIENCY. EDUCATION - HELP CHILDREN AND YOUTH ACHIEVE THEIR POTENTIAL - GRANTS HAVE BEEN USED: TO HELP CHILDREN ENTER KINDERGARTEN DEVELOPMENTALLY ON TRACK IN THE AREAS OF LITERACY AND IN SOCIAL, EMOTIONAL AND COGNITIVE SKILLS; FOR ACADEMIC ACHIEVEMENT WHICH MEANS ELEMENTARY-AGE STUDENTS ARE PREPARED TO SUCCEED IN LATER GRADES AND TO GRADUATE FROM HIGH SCHOOL; TO HELP YOUNG ADULTS (18-24) MAKE THE TRANSITION FROM HIGH SCHOOL TO THE WORKING WORLD. NOTE: ALL SCHOOLS IN OUR SERVICE AREA ARE INVITED TO APPLY EACH SPRING FOR STUDENT EMERGENCY FUND GRANTS WHICH ARE AWARDED BASED UPON EACH SCHOOL'S NUMBER OF STUDENTS ELIGIBLE FOR FREE OR REDUCED LUNCH. FINANCIAL STABILITY GRANTS HAVE BEEN USED FOR: YOUTH DEVELOPMENT OF FINANCIAL LITERACY SKILLS; LOWER-INCOME INDIVIDUALS AND FAMILIES TO MOVE TOWARD FINANCIAL STABILITY; COMMUNITY MEMBERS TO HAVE RESOURCES TO OVERCOME DISASTERS AND EMOTIONAL OR FINANCIAL CRISES. HUNGER GRANTS HAVE BEEN USED: TO INCREASE NUTRITION AWARENESS AND OUTREACH; TO CONNECT WITH VULNERABLE SENIORS, DISADVANTAGED OR PERSONS WITH DISABILITIES; TO INCREASE ACCESS TO FOOD. SAFETY & WELL-BEING GRANTS HAVE BEEN USED: TO BUILD AWARENESS, EDUCATION AND RESPECT FOR THE CONSEQUENCES OF BULLYING; TO INCREASE SUICIDE PREVENTION AND AWARENESS; TO STRENGTHEN SUPPORT AND PREVENTION PROGRAMS. SMALL GRANTS ARE GIVEN OUT FOR VARIOUS PURPOSES. FUNDS ARE SET ASIDE FOR GRANTS TO PROVIDE SUPPORT TO NETWORKS OR PROJECTS OF NON-PROFIT AND/OR CHARITABLE ORGANIZATIONS THAT MEET ONE OF THE FOLLOWING: 1) STRENGTHEN OUR COMMITMENT TO NEW ACTIVITIES OR PROGRAMS THAT ARE DIRECTED AT DEVELOPMENT AND SUPPORT FOR AREA RESIDENTS. 2) SUPPORT PROGRAMS THAT PROVIDE NONPROFIT ORGANIZATIONS' BOARD AND STAFF DEVELOPMENT OF LEADERSHIP SKILLS, MANAGEMENT SKILLS, TECHNICAL ASSISTANCE AND TRAINING OF VOLUNTEERS. FORM 990, PAGE 2, PART III, LINE 4A COMMUNITY IMPACT: UNITED WAY OF SOUTHWEST MINNESOTA IS A MINNESOTA NONPROFIT ORGANIZATION. IT IS A LOCAL AUTONOMOUS 501(C)(3) ORGANIZATION WORKING TO CREATE LASTING CHANGES IN PEOPLE'S LIVES AND THE COMMUNITIES IN LINCOLN, LYON, MURRAY, YELLOW MEDICINE AND PORTIONS OF COTTONWOOD, LAC QUI PARLE, NOBLES AND REDWOOD COUNTIES OF MINNESOTA. WE ACCOMPLISH THIS BY PARTNERING WITH NON-PROFIT AGENCIES, SCHOOLS OR LOCAL UNITS OF GOVERNMENT THAT SERVE PEOPLE IN THIS AREA OF THE STATE OF MINNESOTA AND BY TARGETING GRANTS FOR SPECIFIC PROGRAMS THAT PRODUCE OUTCOMES WITHIN THE AREAS OF HEALTH, EDUCATION, FINANCIAL STABILITY, HUNGER, AND SAFETY & WELL-BEING. ANNUALLY, THE UNITED WAY OF SOUTHWEST MINNESOTA BOARD OF DIRECTORS DETERMINES THE OVERALL FUNDING LEVEL FOR COMMUNITY IMPACT GRANTS BASED UPON RESOURCES GATHERED DURING THE PRECEDING FUND-RAISING CAMPAIGN. QUALIFYING ORGANIZATIONS THAT SERVE LOCAL PEOPLE ARE INVITED TO PREPARE GRANT PROPOSALS THAT ADDRESS STRATEGIES WITHIN THE ABOVE LISTED PRIORITY AREAS. GRANT APPLICATIONS UNDERGO REVIEW THROUGH AN ORGANIZED CITIZEN REVIEW PROCESS (OUTLINED IN PART IV, SCHEDULE I, PART 1, LINE 2). RECOMMENDATIONS ARE THEN PRESENTED TO THE UNITED WAY OF SOUTHWEST MINNESOTA'S BOARD OF DIRECTORS FOR FINAL REVIEW AND APPROVAL. APPROVED GRANTS BECOME AVAILABLE JULY 1 OF EACH YEAR. ALL COMMUNITY IMPACT GRANTS ARE PAID OUT IN QUARTERLY INSTALLMENTS. FORM 990, PAGE 2, PART III, LINE 4B INTERNAL PROGRAMS: UNITED WAY OF SOUTHWEST MINNESOTA FOCUSES ON HEALTH, EDUCATION, FINANCIAL STABILITY, HUNGER, AND SAFETY & WELL-BEING. THE UNITED WAY SUCCESS BY 6 INITIATIVE STRIVES TO MAKE SURE THAT ALL CHILDREN ARE READY TO SUCCEED WHEN THEY ENTER KINDERGARTEN. CHILDREN WHO START BEHIND, STAY BEHIND. KEY STRATEGIES INCLUDE SPONSORSHIP OF THE DOLLY PARTON IMAGINATION LIBRARY PROGRAM WHICH PUTS QUALITY, AGE APPROPRIATE BOOKS INTO THE HANDS OF CHILDREN (BIRTH - AGE 5) EACH MONTH AT NO COST TO THEIR FAMILIES; PREPARATION AND DISTRIBUTION OF SCHOOL READINESS KITS FOR ALL CHILDREN PRIOR TO ENTERING KINDERGARTEN; AND PLANNING AND IMPLEMENTATION OF LITERACY BUILDING AND ENHANCEMENT PROGRAMS. OTHER INITIATIVE EXAMPLES: ANNUAL BACK-TO-SCHOOL SUPPLY DRIVES WHERE UNITED WAY OF SOUTHWEST MINNESOTA PROVIDES STAFF SUPPORT, VOLUNTEERS, PUBLICITY, AND SERVES AS FISCAL AGENT; AND UNITED WAY STAFF ORGANIZE AND RECRUIT VOLUNTEERS FOR TARGETED COMMUNITY PROJECTS, I.E. DAYS OF ACTION, FOOD COLLECTION, AND VOLUNTEER READING EFFORTS. INITIATIVES ARE DEVELOPED OR SUPPORTED WHEN UNITED WAY OF SOUTHWEST MINNESOTA IDENTIFIES A GAP OR NEED THAT IS SIGNIFICANT ENOUGH TO TAKE ACTION. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 REVIEWED BY CEO AND OFFICE STAFF. ALSO AVAILABLE IN OFFICE FOR GOVERNING BODY TO VIEW. FORM 990, PAGE 6, PART VI, LINE 12C THE UNITED WAY OF SOUTHWEST MINNESOTA EMPLOYEES AND REPRESENTATIVES ARE ENCOURAGED TO PROMPTLY, OPENLY AND FORTHRIGHTLY DISCLOSE ANY PERCEIVED BREACH OF THE CODE OF ETHICS OR A REASONABLE BELIEF THAT THERE HAS BEEN FINANCIAL FRAUD OR A VIOLATION OF LAWS. EACH MEMBER OF THE BOARD OF DIRECTORS OF THE UNITED WAY OF SOUTHWEST MINNESOTA, UPON COMMENCING EACH TERM AND ANNUALLY THEREAFTER, SHALL DISCLOSE ANY AND ALL DUALITIES OF INTEREST THAT MAY BECOME A CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL INCLUDE PERSONAL OR FAMILY INTERESTS RELATED TO THE UNITED WAY OF SOUTHWEST MINNESOTA PARTNER AGENCIES OR ORGANIZATIONS THAT ARE OPERATED BY OR DIRECTLY RELATED TO THE PARTNER AGENCIES. THE DISCLOSURE SHALL BE ON A FORM ADOPTED BY THE BOARD. THE DUTY TO DISCLOSE IS AN ONGOING DUTY. EACH MEMBER OF THE BOARD OF DIRECTORS SHALL IMMEDIATELY DISCLOSE NEW DUALITIES OF INTEREST AS THEY ARRIVE. FORM 990, PAGE 6, PART VI, LINE 15A CEO COMPENSATION: ANNUALLY THE NOMINATING/PERSONNEL COMMITTEE OF THE UNITED WAY OF SOUTHWEST MINNESOTA BOARD OF DIRECTORS CONDUCTS A REVIEW OF COMPARABLE SALARIES FOR THE CEO AND STAFF AND RECOMMENDS A SALARY RANGE FOR EACH POSITION TO THE BOARD OF DIRECTORS. THE COMPARABLE SALARY DATA INCLUDES COLLECTED INFORMATION FROM UNITED WAY WORLDWIDE FOR SIMILAR POSITIONS IN SIMILAR SIZED ORGANIZATIONS, PUBLISHED COMPENSATION SURVEYS GATHERED AND COMPILED BY MINNESOTA COUNCIL OF NONPROFITS, RESULTS OF SURVEYS GATHERED BY THE LOCAL CHAMBER OF COMMERCE AND OTHER LOCAL INFORMATION. THE CEO IS EVALUATED BY ALL BOARD MEMBERS AND STAFF AND THE INFORMATION IS COMPILED BY THE CHAIR OF THE NOMINATING/PERSONNEL COMMITTEE AND IS DISCUSSED IN EXECUTIVE SESSION AT THE APRIL BOARD MEETING. AT THIS MEETING, INFORMATION REGARDING SALARY RESEARCH IS CONSIDERED, AS WELL AS PERFORMANCE EVALUATION INFORMATION, THEN SALARY AND BENEFITS ARE DETERMINED FOR THE FOLLOWING FISCAL YEAR. FORM 990, PAGE 6, PART VI, LINE 19 PUBLIC AVAILABILITY OF INFO: THE IRS FORM 990 AND THE ANNUAL REPORT ARE AVAILABLE FOR REVIEW AT THE UNITED WAY OF SOUTHWEST MINNESOTA OFFICE. IN ADDITION, SEVERAL KEY POLICY DOCUMENTS ARE AVAILABLE ON OUR WEBSITE WWW.UNITEDWAYSWMN.ORG, GET TO KNOW US TAB, PUBLIC ACCOUNTABILITY: CODE OF ETHICS (WHICH INCLUDES CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES); BYLAWS; AND OUR ANNUAL REPORT (WHICH INCLUDES A GRAPH OF THE ANNUAL FINANCIAL STATEMENT). THE ANNUAL REPORT IS ALSO PRINTED AND IS AVAILABLE TO ANYONE REQUESTING A COPY. FORM 990, PART XI, LINE 9 SPECIAL EVENT EXPENSES NETTED WITH EVENT 1,594 SPECIAL EVENT EXPENSES NETTED WITH EVENT -1,594