2025-05-09T09:30:33-05:00 2024-06-30 411656121 SCHLENNER WENNER & CO CPA'S PA 630 ROOSEVELT RD STE 201 ST CLOUD MN 56301 990 2023-07-01 410915124 UNITED WAY OF CENTRAL MINNESOTA UNIT 3202520227 921 1ST ST N 200 ST CLOUD MN 56303 STEPHEN JONES PRESIDENT & CEO 3202520227 2025-05-05 1 1 SHELLEY M GAETZ P00066049 3202510286 2025-05-05 2023 2025-03-06 01:10:19Z STEPHEN JONES 921 1ST ST N 200 ST CLOUD MN 56303 4832262 0 X WWW.UNITEDWAYHELPS.ORG X 1967 MN TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF CENTRAL MINNESOTA. BECAUSE CHANGE DOESN'T HAPPEN ALONE. 14 12 34 1625 0 0 3952052 3822227 46910 71284 66392 68547 68299 53297 4133653 4015355 1868319 1588226 0 0 1736328 1867107 0 0 694721 1559134 1429194 5163781 4884527 -1030128 -869172 4207561 3871196 1199703 1655824 3007858 2215372 X TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF CENTRAL MINNESOTA. BECAUSE CHANGE DOESN'T HAPPEN ALONE. 0 0 3675489 1471037 71284 THE ORGANIZATION HAS CHOSEN TO FOCUS AND ACCELERATE COMMUNITY WIDE SOLUTIONS IN THREE MAIN COMMUNITY IMPACT AREAS: HEALTH, EDUCATION, AND FINANCIAL STABILITY. WITHIN EACH OF THESE IMPACT AREAS, THERE ARE PRIMARY GOALS. HEALTH ADDRESSES MENTAL HEALTH AND ADDICTION. EDUCATION ADDRESSES KINDERGARTEN READINESS, STUDENT SUCCESS, AND CAREER AND COLLEGE READINESS. FINANCIAL STABILITY ADDRESSES HOUSING AND CHILD CARE. UNITED WAY OF CENTRAL MINNESOTA ALSO PROVIDES THE COMMUNITY SAFETY NET, ENSURING ACCESS TO FOOD AND EMERGENCY SHELTER WITH EACH YEAR'S FIRST DOLLARS RAISED. SAFETY NET PROGRAMS ARE EVALUATED AND SELECTED BY A TEAM OF EXPERIENCED VOLUNTEERS FAMILIAR WITH THE AGENCIES AND COMMUNITY NEEDS. PROGRAM INVESTMENTS IN THE THREE IMPACT AREAS ARE REVIEWED BY TEAMS OF COMMUNITY VOLUNTEERS AFTER A LETTER OF INTENT AND FULL REQUEST FOR PROPOSAL ARE ACCEPTED BY THE ORGANIZATION. THE INVESTMENT TEAM OF COMMUNITY VOLUNTEERS REVIEWS THE APPLICATIONS AND MAKES FUNDING RECOMMENDATIONS TO THE BOARD OF DIRECTORS. 142150 UNITED WAY'S IMAGINATION LIBRARY BOOK PROGRAM PROVIDES FREE, AGE-APPROPRIATE BOOKS EACH MONTH TO LOCAL CHILDREN FROM BIRTH TO AGE FIVE. THE GOAL IS TO HELP ALL CHILDREN BE PREPARED FOR SUCCESS IN SCHOOL AND LIFE. DURING THE YEAR, UWCM DELIVERED APPROXIMATELY 62,000 BOOKS. 117189 117189 UNITED WAY ALSO PROVIDES DONORS WITH THE OPPORTUNITY TO DESIGNATE THEIR CONTRIBUTIONS TO OTHER ELIGIBLE CHARITABLE ORGANIZATIONS. A PROCESSING FEE IS COLLECTED BASED ON UNITED WAY WORLDWIDE GUIDELINES. DONOR DESIGNATIONS IN THE CURRENT YEAR TOTALED $127,372. 3934828 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 12 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MN X TRICIA BIGAOUETTE 3202520227 921 1ST ST N STE 200 ST CLOUD MN 56303 STEPHEN JONES PRESIDENT & CEO 40.00 X X 126179 0 0 TRICIA BIGAOUETTE VICE PRESIDENT OF FINANCE & OPERATIONS 40.00 X 103080 0 0 KEVIN LYNCH FORMER INTERIM CEO 40.00 X 49100 0 0 BOB MAHOWALD CHAIR ELECT 0.50 X X 0 0 0 STEVE WINDFELDT CHAIR 0.50 X X 0 0 0 JASPER ASPLIN BOARD TREASURER 0.25 X X 0 0 0 HEATHER HOSKINS BOARD SECRETARY 0.25 X X 0 0 0 PETER COBORN BOARD MEMBER 0.25 X 0 0 0 JENNIFER LAWRENCE BOARD MEMBER 0.25 X 0 0 0 MATTHEW NIKODYM BOARD MEMBER 0.25 X 0 0 0 SCOTT PALMER BOARD MEMBER 0.25 X 0 0 0 JOY PLAMANN BOARD MEMBER 0.25 X 0 0 0 MIKE SCHLOUGH BOARD MEMBER 0.25 X 0 0 0 AMBER SCHOENHERR BOARD MEMBER 0.25 X 0 0 0 DONNA SCHOLER BOARD MEMBER 0.25 X 0 0 0 278359 0 0 2 1 0 0 0 1394352 2427875 3822227 SERVICE FEE REVENUE 900099 71284 71284 71284 100755 100755 3510 901 2609 2609 2609 767309 799517 -32208 -32208 -32208 67177 16489 50688 50688 4015355 71284 0 121844 X 1588226 1588226 41372 8688 17790 14894 1577414 959404 173714 444296 131789 71093 18542 42154 116532 70234 14057 32241 45088 44110 207 771 12456 12456 783792 761944 4247 17601 9580 5826 3754 48390 43448 1145 3797 12575 2641 4527 5407 115690 56068 8611 51011 12798 6171 876 5751 26507 23990 738 1779 4263 2581 403 1279 33062 16572 3286 13204 13177 7434 1791 3952 BOOKS 137354 137354 GRANT EXPENSE 70803 70803 DUES AND SUBSCRIPTIONS 48417 24151 24266 BANK AND OTHER FEES 40351 15601 4224 20526 14891 6033 820 8038 4884527 3934828 254978 694721 340 341 78460 104771 1226896 1238017 15655 22300 46735 42065 1100607 304336 827333 796271 2012142 1667431 4207561 3871196 229067 439760 194206 244174 136805 99440 298532 225000 341093 647450 1199703 1655824 X 1437839 550639 1570019 1664733 3007858 2215372 4207561 3871196 -869172 76686 0 X 0 1 X 1 1 1 X 3890354 3996814 3933541 3952052 3822227 19594988 3890354 3996814 3933541 3952052 3822227 19594988 19594988 68555 45019 88071 65555 104266 371466 19966454 579852 0.98140 0.98430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 102542 6220 14126 2955 819 119114 91580 4494 10092 2834 790 102542 102636 5083 -12721 2611 807 91580 80292 25695 2527 824 102636 80854 1000 1672 -2450 784 80292 0.35000 0.65000 1 0 932819 202109 730710 167788 102227 65561 796271 VARIOUS SECURITIES 1667431 F 1667431 DONOR DESIGNATIONS PAYABLE 647450 647450 X 3979787 76686 -117189 -40503 4020290 12456 -17391 -4935 4015355 4772273 17391 17391 4754882 12456 117189 129645 4884527 PART V, LINE 4: THE OPERATING ENDOWMENT FUND WAS ESTABLISHED TO ACCUMULATE SUFFICIENT CAPITAL TO FUND OPERATING EXPENSES FROM THE ANNUAL EARNINGS. PART X, LINE 2: THE ORGANIZATION FOLLOWS FASB ASC TOPIC 740, UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION UNDER IRS CODE SECTION 501(C)(3). DUE TO THE NOT-FOR-PROFIT NATURE AND PROVISION OF THE ORGANIZATION, ALL INCOME AND EXPENSES ATTRIBUTABLE TO THE MISSION OF THE ORGANIZATION ARE TAX EXEMPT AND ACCORDINGLY NO PROVISIONS OR LIABILITY FOR INCOME TAXES HAVE BEEN MADE IN THE FINANCIAL STATEMENT AND CONTRIBUTIONS TO THE ORGANIZATION ARE TAX DEDUCTIBLE TO DONORS AS ALLOWED BY IRS REGULATIONS. HOWEVER, THE ORGANIZATION IS REQUIRED TO PAY STATE AND FEDERAL INCOME TAXES ON UNRELATED BUSINESS INCOME. IF THE ORGANIZATION WERE TO ENGAGE IN ANY ACTIVITIES THAT RESULTED IN UNRELATED BUSINESS INCOME, A TAX WOULD BE ASSESSED ON THAT ACTIVITY. THE ORGANIZATION IS OPEN AND SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THE FILING DATE. THE ORGANIZATION HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRS CODE AND QUALIFIES FOR TAX DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). CONTRIBUTIONS TO THE ORGANIZATION ARE TAX DEDUCTIBLE TO DONORS AS ALLOWED BY IRS REGULATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS -117,189. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES -16,490. RENTAL EXPENSES -901. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 16,490. RENTAL EXPENSES 901. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 117,189. SCH D, PART XI, LINE 4B & PART XII, LINE 4B DESIGNATION TO OTHER AGENCIES ARE REPORTED NET ON THE FINANCIAL STATEMENTS AND GROSS ON THE 990. PROGRESSIVE DINNER 54338 54338 5951 KICK SUMMER HUNGER 8758 8758 3583 4 4081 4081 6955 67177 67177 16489 16489 50688 1 ALIGN LEARNING CENTER 508 3RD ST N WAITE PARK MN 56387 863714825 501(C )(3) 29925 0 CHARITABLE PURPOSES BIG BROTHERSBIG SISTERS 203 COOPER AVE N STE 162 SAINT CLOUD MN 56303 410972056 501(C )(3) 73150 0 CHARITABLE PURPOSES BOYS & GIRLS CLUB OF CENTRAL MN 345 30TH AVE N SAINT CLOUD MN 56303 411245177 501(C )(3) 169325 0 CHARITABLE PURPOSES CAREER SOLUTIONS 1542 NORTHWAY DRIVE SAINT CLOUD MN 56303 411724832 501(C )(3) 13300 0 CHARITABLE PURPOSES CATHOLIC CHARITIES 911 18TH ST N SAINT CLOUD MN 56303 410737799 501(C )(3) 282510 0 CHARITABLE PURPOSES CENTRAL MINNESOTA HABITAT FOR HUMANITY 3335 W ST GERMAIN ST STE 108 SAINT CLOUD MN 56301 911914868 501(C )(3) 14250 0 CHARITABLE PURPOSES CENTRAL MN MENTAL HEALTH CTR 411 3RD STREET N WAITE PARK MN 56387 410873142 501(C )(3) 80160 0 CHARITABLE PURPOSES CENTRAL MN SEXUAL ASSAULT CTR 15 RIVERSIDE DR NE SAINT CLOUD MN 56304 411490431 501(C )(3) 17200 0 CHARITABLE PURPOSES CENTRAL MN YOUTH FOR CHRIST 203 COOPER AVE N STE 140 SAINT CLOUD MN 56303 411336726 501(C )(3) 10450 0 CHARITABLE PURPOSES CHILDCARE CHOICES DBA MILESTONES 314 10TH AVE S STE 180 WAITE PARK MN 56387 411321820 501(C )(3) 67260 0 CHARITABLE PURPOSES CITY OF ST CLOUD - WHITNEY SENIOR CENTER 1527 NORTHWAY DRIVE SAINT CLOUD MN 56303 416005515 N/A 37596 0 CHARITABLE PURPOSES CROSS CENTER OF BENTON COUNTY 150 4TH AVE N PO BOX 205 FOLEY MN 56329 411444107 501(C )(3) 8600 0 CHARITABLE PURPOSES ELLISON CENTER 600 25TH AVE S SUITE 102 SAINT CLOUD MN 56301 832525766 501(C )(3) 17979 0 CHARITABLE PURPOSES GREAT RIVER CHILDRENS MUSEUM 111 7TH AVE S SAINT CLOUD MN 56301 300716191 501(C )(3) 23940 0 CHARITABLE PURPOSES GREAT RIVER EDUCATION ARTS THEATRE 710 SUNDIAL DRIVE WAITE PARK MN 56387 411909918 501(C )(3) 23275 0 CHARITABLE PURPOSES GREATER MINNESOTA FAMILY SERVICES 2320 E HWY 12 SUITE 2 WILLMAR MN 56201 411851475 501(C )(3) 9500 0 CHARITABLE PURPOSES INDEPENDENT LIFESTYLES 215 N BENTON DR SAUK RAPIDS MN 56379 411871141 501(C )(3) 42750 0 CHARITABLE PURPOSES LUTHERAN SOCIAL SERVICE-ST CLOUD 2485 COMO AVE SAINT PAUL MN 55108 411568278 501(C )(3) 15480 0 CHARITABLE PURPOSES MID-MINNESOTA LEGAL AID PO BOX 886 SAINT CLOUD MN 56302 411412710 501(C )(3) 26600 0 CHARITABLE PURPOSES PLACE OF HOPE MINISTRIES 511 9TH AVE N SAINT CLOUD MN 56303 411959077 501(C )(3) 35260 0 CHARITABLE PURPOSES PROMISE NEIGHBORHOOD OF CENTRAL MN PO BOX 6082 SAINT CLOUD MN 56304 453233276 501(C )(3) 23275 0 CHARITABLE PURPOSES REACH UP INC 350 HWY 10 S STE 100 SAINT CLOUD MN 56304 410004214 501(C )(3) 27550 0 CHARITABLE PURPOSES ST CLOUD AREA FAMILY YMCA 2001 STOCKINGER DR SAINT CLOUD MN 56303 410952420 501(C )(3) 18100 0 CHARITABLE PURPOSES THE SALVATION ARMY 400 HWY 10 S SAINT CLOUD MN 56304 410698597 501(C )(3) 52460 0 CHARITABLE PURPOSES THE VILLAGE FAMILY SERVICE CENTER 110 6TH AVE S 100 SAINT CLOUD MN 56301 450226423 501(C )(3) 19000 0 CHARITABLE PURPOSES THE YES NETWORK PO BOX 1042 SAINT CLOUD MN 56302 320419607 501(C )(3) 27550 0 CHARITABLE PURPOSES TRI-COUNTY ACTION PROGRAM 1210 23RD AVE S PO BOX 683 WAITE PARK MN 56387 416049739 501(C )(3) 38000 0 CHARITABLE PURPOSES CENTRAL MN COUNCIL ON AGING 250 RIVERSIDE AVE N STE 300 SARTELL MN 56377 363338395 501(C )(3) 52990 0 CHARITABLE PURPOSES CONNECTABILITY OF MN INC 2901 3RD ST S WAITE PARK MN 56387 410807591 501(C )(3) 9500 0 CHARITABLE PURPOSES ST CLOUD SCHOOL DIST 742 LEAF 800 7TH ST S WAITE PARK MN 56387 411770753 N/A 14250 0 CHARITABLE PURPOSES THE CENTER FOR THE VICTIMS OF TORTURE 2356 UNIVERSITY AVE W STE 430 SAINT PAUL MN 55114 363383933 501(C )(3) 11400 0 CHARITABLE PURPOSES TOO MUCH TALENT 1410 W ST GERMAIN ST STE 104 SAINT CLOUD MN 56301 821717836 501(C )(3) 17100 0 CHARITABLE PURPOSES HEARTS IN ACTION 400 RIVER AVE S 314 SAUK RAPIDS MN 56379 475023575 501(C )(3) 10320 0 CHARITABLE PURPOSES AMERICAN READING COMPANY 480 NORRISTOWN ROAD BLUE BELL PA 19422 232965253 N/A 14730 0 CHARITABLE PURPOSES CENTRAL MINNESOTA COMMUNITY FOUNDATION 101 SOUTH 7TH AVE STE 100 SAINT CLOUD MN 56301 363412544 501(C )(3) 68160 0 CHARITABLE PURPOSES D BLAKE CENTER 1529 W ST GERMAIN ST SUITE 101 SAINT CLOUD MN 56301 863829121 501(C )(3) 20738 0 CHARITABLE PURPOSES HIGHER WORKS COLLABORATIVE 37 28TH AVE N SUITE B WEST SAINT CLOUD MN 56303 830930283 501(C )(3) 22891 0 CHARITABLE PURPOSES SCOUTING AMERICA CENTRAL MN 1191 SCOUT DRIVE SARTELL MN 56377 410693845 501(C )(3) 6000 0 CHARITABLE PURPOSES YOUTH LEADERSHIP INITIATIVE 5500 38TH AVE S MINNEAPOLIS MN 55417 861711656 501(C )(3) 9599 0 CHARITABLE PURPOSES ANNA MARIE'S ALLIANCE PO BOX 367 SAINT CLOUD MN 56303 411344743 501(C )(3) 60200 0 CHARITABLE PURPOSES BROTHERS & SISTERS UNITED 815 15TH STREET N SAINT CLOUD MN 56303 922007785 501(C )(3) 20560 0 CHARITABLE PURPOSES 39 2 PART I, LINE 2: COMMUNITY VOLUNTEERS, WITH THE SUPPORT OF UNITED WAY STAFF, PERFORM AN IN-DEPTH REVIEW OF LOCAL PROGRAMS THAT ARE MEETING IDENTIFIED COMMUNITY NEEDS AND ACHIEVING POSITIVE RESULTS, ALLOCATE UNDESIGNATED DONOR CONTRIBUTIONS TO APPROVED PROGRAMS, AND PERIODICALLY REVIEW OUTCOMES AND FISCAL SOUNDNESS OF THE ORGANIZATIONS DURING THE GRANT PERIOD. UNITED WAY ALSO ALLOWS DONORS TO DESIGNATE THEIR CONTRIBUTIONS TO OTHER ELIGIBLE CHARITABLE ORGANIZATIONS. AGENCIES WHO RECEIVE UNITED WAY FUNDING, WHETHER THROUGH ALLOCATIONS OR DESIGNATIONS, ARE EVALUATED ANNUALLY FOR ELIGIBILITY TO RECEIVE TAX EXEMPT CONTRIBUTIONS AND FOR COMPLIANCE WITH USA PATRIOT ACT AND ANTI-TERRORISM MEASURES BEFORE ANY FUNDS ARE DISTRIBUTED TO THEM. X 0 0 0 0 0 0 0 0 0 KEVIN LYNCH FORMER INTERIM CEO 49100 0 0 0 0 0 0 0 0 0 49100 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 VARIOUS OFFICERS, DIRECTORS AND/OR KEY EMPLOYEES SERVE AS EITHER OFFICERS, EMPLOYEES OR PARTNERS OF ENTITIES THAT DO BUSINESS WITH THE ORGANIZATION. ALL TRANSACTIONS, SUCH AS NEWSPAPER ADVERTISING, BANKING SERVICES, LEASED COMPUTER EQUIPMENT OR MANAGED SERVICES OCCUR IN THE NORMAL COURSE OF BUSINESS. PURCHASES BETWEEN THESE BUSINESSES AND THE ORGANIZATION ARE AT OR BELOW COMPETITIVE/FAIR MARKET VALUES. NONE ARE CONSIDERED A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS AND DISCUSSES THE 990. THE 990 IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW, DISCUSSION, AND ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 12C BOARD OFFICERS, DIRECTORS AND ALL EMPLOYEES OF THE ORGANIZATION SIGN A CODE OF ETHICS POLICY ANNUALLY AND LIST ANY POSSIBLE CONFLICTS OF INTEREST THEY MAY HAVE. BOARD OFFICERS AND DIRECTORS ABSTAIN FROM VOTING ON ANY MATTERS IN WHICH THEY MAY HAVE A CONFLICT OF INTEREST OR RECEIVE A FINANCIAL BENEFIT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OFFICERS PERFORM AN INDEPENDENT, ANNUAL EVALUATION ON THE CEO'S PERFORMANCE WITH INPUT FROM THE MANAGEMENT TEAM. THE BOARD OFFICERS TAKE INTO CONSIDERATION MARKET CONDITIONS AND COMPARABLE POSITIONS IN THE COMMUNITY. CONSIDERATION IS GIVEN TO THE CONSERVATIVE NATURE OF OUR COMMUNITY AND THE BUDGET CONSTRAINTS OF THE ORGANIZATION. THE CEO EVALUATES THE PERFORMANCE AND DUTIES OF RESPECTIVE OFFICERS AND KEY EMPLOYEES AND, WITH THE APPROVAL OF THE BOARD CHAIR, DETERMINES NON-ROUTINE COMPENSATION CHANGES BASED ON PERFORMANCE, WORK DUTIES, AND MARKET CONDITIONS. ANNUAL INCREASES FOR ALL STAFF CALCULATED AS A PERCENT OF CURRENT WAGES, ARE APPROVED DURING THE BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 761,944. MANAGEMENT AND GENERAL EXPENSES 4,247. FUNDRAISING EXPENSES 17,601. TOTAL EXPENSES 783,792.