2026-02-13T10:09:34-06:00 2025-03-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2024-04-01 410695594 UNITED WAY OF SOUTHEAST MINNESOTA UNIT 5072872000 903 WEST CENTER STREET NO 100 ROCHESTER MN 55902 JEROME FERSON PRESIDENT 5072872000 2026-02-11 1 0 KATHERINE LUTZKE CPA P01760889 5072802300 2026-02-11 2024 2025-03-06 01:10:19Z X JEROME FERSON 903 WEST CENTER STREET NO 100 ROCHESTER MN 55902 3347022 0 X UWSEMN.ORG X 1925 MN WE RESPOND TO THE GREATEST NEEDS IN OUR REGION BY INSPIRING PEOPLE TO GET INVOLVED, GIVE, BACK, AND TAKE ACTION. 16 16 26 345 0 0 2563848 2394640 676699 678682 51333 51957 19685 1199 3311565 3126478 1408795 1297129 0 0 1527808 1596108 0 0 480394 666998 584766 3603601 3478003 -292036 -351525 4229833 3918080 647585 659634 3582248 3258446 X UNITED WAY OF SOUTHEAST MINNESOTA IS AN AGENT OF COMMUNITY CHANGE THAT INSPIRES HOPE, CREATES OPPORTUNITY, AND CHAMPIONS PEOPLE IN NEED. 0 0 1006229 1006229 0 GRANTS: UNITED WAY OF SOUTHEAST MINNESOTA IS FOCUSED ON THESE BUILDING BLOCKS OF A GOOD QUALITY OF LIFE. WE FIGHT FOR EVERY INDIVIDUAL IN OUR COMMUNITY BY FOCUSING ON: FINANCIAL STABILITY - MOVING INDIVIDUALS AND FAMILIES TOWARD FINANCIAL INDEPENDENCE AND ENSURING BASIC NEEDS ARE MET. EDUCATION - PREPARING CHILDREN AND YOUTH TO SUCCEED IN SCHOOL AND IN THE COMMUNITY. HEALTH - PROMOTING PHYSICAL AND MENTAL WELL BEING. OUR GOAL IS TO CREATE LASTING CHANGE BY ADDRESSING THE UNDERLYING CAUSES OF SOCIAL PROBLEMS. WE ARE MOBILIZING THE COMMUNITY AND BUILDING COLLABORATIONS THAT PRODUCE RESULTS. TOGETHER, WE ARE CHANGING OLMSTED COUNTY FOR THE BETTER FOR ALL OF US. 767848 0 0 COMMUNITY IMPACT, ADVOCACY, GRANT MAKING, CAPACITY BUILDING AND RESULT TRACKING: EXPENSES INCURRED BY THE ORGANIZATION TO ASSESS COMMUNITY NEEDS, PROVIDE OUTCOME MEASUREMENT TRAINING TO VARIOUS ENTITIES IN THE COMMUNITY; PROVIDE PROGRAM ASSESSMENT, REVIEW AND SELECTION; ADMINISTER GRANTS; PROVIDE FINANCIAL AND STEWARDSHIP OVERSIGHT OF GRANT RECIPIENTS; PROVIDE CAPACITY BUILDING FOR AGENCIES; ADVOCATE FOR CAUSES; AND PARTICIPATE IN COMMUNITY PARTNERSHIPS TO ADVANCE COMMON GOALS IN THE FOUR FOCUSED AREAS. 520919 0 678682 PARTNERSHIPS AND INITIATIVES: (1) RUNNING START FOR SCHOOL MOBILIZES THE COMMUNITY TO COLLECT BACKPACKS AND SCHOOL SUPPLIES THROUGH THE SUMMER MONTHS AND THEN DISTRIBUTES THE DONATED SUPPLIES TO LOCAL SCHOOLS FOR CHILDREN WHO ARE ELIGIBLE FOR FREE OR REDUCED LUNCH. (2) 211 IS A FREE, CONFIDENTIAL, AND MULTILINGUAL HUMAN SERVICE INFORMATION AND REFERRAL RESOURCE AVAILABLE BY PHONE, TEXT, ONLINECHAT, AND ONLINE SELF-SEARCH. INFORMATION IS AVAILABLE 24 HOURS A DAY ON A VARIETY OF TOPICS INCLUDING CHILDCARE, COUNSELING, FOOD, HEALTH SERVICES, HOUSING, LEGAL ASSISTANCE, TRANSPORTATION, VOLUNTEERING, ANDMORE. (3) GET CONNECTED, UNITED WAY'S ONLINE TOOL TO CONNECT VOLUNTEERS TO OPPORTUNITIES AND EVENTS, ALLOWS PEOPLE TO VOLUNTEER WITH LOCAL ORGANIZATIONS THAT FIT THE VOLUNTEER'S SCHEDULE AND INTERESTS. (4) IMAGINATION LIBRARY PROVIDES CHILDREN LIVING IN OLMSTED COUNTY THE OPPORTUNITY TO RECEIVE A FREE, AGE-APPROPRIATE BOOK IN THE MAIL EACH MONTH FROM BIRTH TO THEIR FIFTH BIRTHDAY. EACH BOOK IS SELECTED FOR THE DEVELOPMENTAL BENEFITS IT BRINGS. (5) THE VITA FREE TAX PREPARATION INITIATIVE CONNECTS LOW-TO MODERATE-INCOME FAMILIES TO OPPORTUNITIES TO FILE THEIR TAXES FOR FREE. (6) A COMMUNITY SCHOOL IS BOTH A PLACE AND SET OF COLLECTIVE PARTNERSHIPS BETWEEN ROCHESTER PUBLIC SCHOOLS, UNITED WAY OF SOUTHEAST MINNESOTA, THE INDIVIDUAL SCHOOL SITE, AND OTHER COMMUNITY RESOURCES. UNITED WAY OF SOUTHEAST MINNESOTA SERVES AS A LEAD PARTNER WITH ROCHESTER PUBLIC SCHOOLS TO FACILITATE THE PARTNERSHIP AND ORGANIZE COMMUNITY RESOURCES TO SUPPORT STUDENT SUCCESS AT SEVEN SITES. EACH SITE HAS GOALS ESTABLISHED IN THE AREAS OF ATTENDANCE, BEHAVIOR AND CURRICULUM IMPROVEMENTS AND UTILIZES RESULTS BASED ACCOUNTABILITY TO TRACK GROWTH. (7) CRADLE 2CAREER IS A COMMUNITY WIDE INITIATIVE THAT UTILIZES THE NATIONALLY RECOGNIZED STRIVE TOGETHER MODEL TO IMPLEMENT A MULTIYEAR, MULTIPHASE PROGRAM TO IMPROVE EDUCATIONAL OUTCOMES IN OUR COMMUNITY AND ENSURE EVERY CHILD AND YOUNG ADULT SUCCEEDS CRADLE TO CAREER, THROUGH SHARED PURPOSE, ALIGNMENT AND ACCOUNTABILITY AMONG COMMUNITY PARTNERS. UNITED WAY OF SOUTHEAST MINNESOTA IS ONE OF SEVERAL PARTNER ORGANIZATIONS AND SERVES A VARIETY OF ROLES WITHIN THE COMMUNITY WIDE INITIATIVE, INCLUDING ADMINISTRATIVE SUPPORT, DATA SUPPORT AND LEADERSHIP. 290900 290900 0 DONOR DESIGNATIONS: AS A SERVICE TO OUR DONORS, LOCAL AGENCIES, AND COMPANIES THAT RUN CAMPAIGNS, WE WILL PROCESS CONTRIBUTIONS DESIGNATED BY THE DONOR TO A SPECIFIC AGENCY. WE WILL RAISE, COLLECT AND FORWARD DONOR CONTRIBUTIONS TO THE DONOR'S CHOSEN NONPROFIT ORGANIZATION. EXPENSES ONLY INCLUDE DESIGNATED DOLLARS TO BE DISTRIBUTED, AND DO NOT INCLUDE ANY EXPENSES FOR FUNDRAISING OR PROCESSING OF THE DESIGNATED DONATIONS. 290900 290900 0 2585896 1 1 0 0 0 0 0 0 0 1 1 0 0 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 1 0 0 0 0 0 0 0 0 1 22 0 1 26 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X JEROME FERSON 5072872000 903 WEST CENTER STREET NO 100 ROCHESTER MN 55902 ARMIN BUDIMLIC CHAIR 2.00 X X 0 0 0 CHARLIE PERKINS VICE CHAIR 1.00 X X 0 0 0 RANDY SCHUBRING 2ND VICE CHAIR 1.00 X X 0 0 0 LUKE FREUND TREASURER 1.00 X X 0 0 0 CALLY BUNNE ASSISTANT TREASURER 1.00 X X 0 0 0 SIDNEY FRYE II DIRECTOR 1.00 X 0 0 0 STEPHANIE HEDRICK DIRECTOR 1.00 X 0 0 0 ALEX ALEXANDER DIRECTOR 1.00 X 0 0 0 SHRUTHI NAIK DIRECTOR 1.00 X 0 0 0 KERI OLSON DIRECTOR 1.00 X 0 0 0 JEFFREY STILWELL DIRECTOR 1.00 X 0 0 0 LILLYAM ARROYAVE-GOMEZ DIRECTOR 1.00 X 0 0 0 SARA-LOUISE HENRY DIRECTOR 1.00 X 0 0 0 LISA QUEDNOW DIRECTOR 1.00 X 0 0 0 NICK RETHEMEIER DIRECTOR 1.00 X 0 0 0 KATIE SCHRODEN DIRECTOR 1.00 X 0 0 0 JEROME FERSON PRESIDENT 38.00 X 160496 0 19266 DALE O'GROSKE CHIEF FINANCIAL OFFICER 38.00 X 97148 0 14244 JULIE RUZEK PROGRAM DIRECTOR 38.00 X 109182 0 11509 366826 0 45019 2 0 1 0 0 121059 23000 2250581 35439 2394640 PROGRAM SERVICES 624100 678682 678682 678682 51957 51957 172239 169553 2686 2686 2686 5247 121059 50991 -45744 -45744 UNCOLLECTED PLEDGES 624100 39668 39668 COST RECOVERY FEES 900099 4589 4589 44257 3126478 678682 0 53156 X 1297129 1297129 400168 143616 220399 36153 894443 621410 18896 254137 43898 31700 6460 5738 161941 93360 16846 51735 95658 57890 16251 21517 2633 2633 56658 56658 9356 9356 37931 2633 14167 21131 56487 33181 383 22923 21479 8629 4878 7972 75180 25608 20044 29528 37390 25497 5011 6882 2687 1858 829 21197 16957 1246 2994 36361 23003 5424 7934 14055 2756 10325 974 PROGRAM EXPENSES 190460 190460 MISCELLANEOUS 22892 10209 1907 10776 3478003 2585896 411713 480394 182 182 704818 840022 1408364 1229131 6372 138304 32070 47449 2034210 1572826 505448 461384 1572579 1201608 4229833 3918080 68903 96548 249984 218552 917 35195 327781 309339 647585 659634 X 1660216 1684404 1922032 1574042 3582248 3258446 4229833 3918080 -351525 27723 0 X X 0 1 X 1 0 X 3669470 3182159 2733410 2563848 2394640 14543527 3669470 3182159 2733410 2563848 2394640 14543527 1541949 13001578 237507 230191 239456 228944 224196 1160294 20332 6333 26665 15730486 2636037 0.82650 0.84090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 518270 23210 24700 3417 513363 448804 73708 4242 518270 535390 -31112 51180 4294 448804 553499 11909 25520 4498 535390 453702 129242 25700 3745 553499 0.00000 1.00000 0.00000 1 0 77525 77525 1810552 1426693 383859 146133 146133 0 461384 DONOR DESIGNATIONS PAYABLE 309339 309339 X 2867546 27723 50991 78714 2788832 9356 328290 337646 3126478 3191348 50991 50991 3140357 9356 328290 337646 3478003 PART V, LINE 4: PROCEEDS FROM THE ENDOWMENT FUND HELD AT THE ROCHESTER AREA FOUNDATION WILL BE USED FOR PROGRAM SERVICES. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A). THE ORGANIZATION IS ALSO EXEMPT FROM STATE TAXATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES RELATED TO SPECIAL EVENTS 50,991. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 290,900. RENTAL EXPENSES 37,390. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES RELATED TO SPECIAL EVENTS 50,991. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 290,900. RENTAL EXPENSES 37,390. CENTENNIAL GALA 126306 121059 5247 1499 6720 23708 10315 8749 126306 121059 5247 1499 6720 23708 10315 8749 50991 -45744 1 ABILITY BUILDING COMMUNITY 1911 14TH ST NW ROCHESTER MN 55901 410829178 501(C)(3) 11100 0 PROGRAM AWARD AND DESIGNATION BARBERSHOP & SOCIAL SERVICES 3270 19TH ST SUITE 208 ROCHESTER MN 55901 831558495 501(C)(3) 90000 0 PROGRAM AWARD BEAR CREEK SERVICES INC 3108 HWY 52 N ROCHESTER MN 55901 411390671 501(C)(3) 45999 0 PROGRAM AWARD AND DESIGNATION BIG BROTHERS BIG SISTERS OF SOUTHERN MINNESOTA 545 DUNNELL DR OWATONNA MN 55060 363501479 501(C)(3) 8000 0 PROGRAM AWARD BOY SCOUTS OF AMERICA GAMEHAVEN COUNCIL 607 E CENTER ST ROCHESTER MN 55904 410698309 501(C)(3) 9104 0 DESIGNATION BYRON PUBLIC SCHOOLS ISD 531 630 1ST AVE NW BYRON MN 55920 416002825 GOVERNMENT ENTITY 15000 0 PROGRAM AWARD CATHOLIC CHARITIES OF SOUTHERN MINNESOTA (THE DIOCESE OF WINONA-ROCHESTER) 111 MARKET ST SUITE 2 PO BOX 379 WINONA MN 55987 410721636 501(C)(3) 9678 0 PROGRAM AWARD AND DESIGNATION CENTER CITY HOUSING CORPORATION 105 1/2 W 1ST ST DULUTH MN 55802 363485584 501(C)(3) 35000 0 PROGRAM AWARD CHANNEL ONE REGIONAL FOOD BANK 131 35TH ST SE ROCHESTER MN 55904 411379713 501(C)(3) 50602 0 PROGRAM AWARD AND DESIGNATION CHILDREN'S DENTAL HEALTH SERVICES 903 W CENTER ST SUITE 130 ROCHESTER MN 55902 203677586 501(C)(3) 20000 0 PROGRAM AWARD COMMUNITY CELEBRATION CHURCH ASSEMBLY OF GOD 27337 COUNTY HWY 34 KASSON MN 55944 411928344 501(C)(3) 6276 0 DESIGNATION COMMUNITY HEALTH SERVICE INC 2310 4TH AVE N MOORHEAD MN 56560 411000060 501(C)(3) 40003 0 PROGRAM AWARD DODGE COUNTY DARE PROGRAM 721 MAIN STREET NORTH DEPT 45 MANTORVILLE MN 55955 416005790 GOVERNMENT ENTITY 12000 0 PROGRAM AWARD AND DESIGNATION ELDER NETWORK 1130 1/2 7TH ST NW SUITE 205 ROCHESTER MN 55901 411704390 501(C)(3) 30612 0 PROGRAM AWARD AND DESIGNATION FAITH IN ACTION OF DODGE COUNTY PO BOX 246 KASSON MN 55944 010616587 501(C)(3) 6000 0 PROGRAM AWARD FAMILIES FIRST OF MINNESOTA 126 WOODLAKE DR SE ROCHESTER MN 55904 410987753 501(C)(3) 98048 0 PROGRAM AWARD AND DESIGNATION FAMILY PROMISE ROCHESTER 913 1ST ST NW ROCHESTER MN 55901 411953191 501(C)(3) 31038 0 PROGRAM AWARD AND DESIGNATION FAMILY SERVICE ROCHESTER INC 4600 18TH AVE NW ROCHESTER MN 55901 410883453 501(C)(3) 42200 0 PROGRAM AWARD AND DESIGNATION GOOD NEWS CHILDREN'S CENTER INC 2645 N BROADWAY ROCHESTER MN 55906 412001068 501(C)(3) 35905 0 PROGRAM AWARD AND DESIGNATION HEALTHY SMILES 63407 130TH AVE CLAREMONT MN 55924 263105129 501(C)(3) 10000 0 PROGRAM AWARD INTERCULTURAL MUTUAL ASSISTANCE ASSOCIATION (IMAA) 2500 VALLEYHIGH DR NW ROCHESTER MN 55901 411497753 501(C)(3) 33199 0 PROGRAM AWARD AND DESIGNATION LEGAL ASSISTANCE OF OLMSTED COUNTY (LAOC) 1700 BROADWAY AVE N SUITE 124 ROCHESTER MN 55906 410992471 501(C)(3) 50000 0 PROGRAM AWARD LIFE AND COMMUNITY DEVELOPMENT CORPORATION 2391 BENJAMIN E MAYS DR SW ATLANTA GA 30311 581122346 501(C)(3) 8748 0 PROGRAM AWARD LIFE COMMUNITY DEVELOPMENT CORP 400 13TH AVE SE ROCHESTER MN 55904 472477388 501(C)(3) 26252 0 PROGRAM AWARD LIFEGATE SERVICES 1300 10TH AVE NE ROCHESTER MN 55906 471965877 501(C)(3) 8252 0 PROGRAM AWARD NAMI SOUTHEAST MINNESOTA (NATIONAL ALLIANCE ON MENTAL ILLNESS) 2746 SUPERIOR DR NW SUITE 110 ROCHESTER MN 55901 363504277 501(C)(3) 5087 0 PROGRAM AWARD AND DESIGNATION OLMSTED COUNTY HEALTH HOUSING AND HUMAN SERVICES 2117 CAMPUS DR SE SUITE 200 ROCHESTER MN 55904 416005859 GOVERNMENT ENTITY 10000 0 PROGRAM AWARD PAWS AND CLAWS HUMANE SOCIETY 3224 19TH ST NW ROCHESTER MN 55901 411311160 501(C)(3) 7569 0 DESIGNATION PROPEL NONPROFITS 1 MAIN ST SE MINNEAPOLIS MN 55414 411916337 501(C)(3) 21666 0 PROGRAM AWARD RIDEABILITY PO BOX 646 PINE ISLAND MN 559630646 411977446 501(C)(3) 5481 0 PROGRAM AWARD AND DESIGNATION ROCHESTER AREA FOUNDATION 12 ELTON HILLS DR NW ROCHESTER MN 55901 416017740 501(C)(3) 63450 0 PROGRAM AWARD AND DESIGNATION ROCHESTER PUBLIC SCHOOLS ISD 535 EDISON ADMINISTRATIVE OFFICE 615 7TH ST SW ROCHESTER MN 55902 416002803 GOVERNMENT ENTITY 25229 35439 BOOK VALUE SCHOOL SUPPLIES PROGRAM AWARD AND SCHOOL SUPPLIES SAMARITAN'S PURSE INTERNATIONAL RELIEF PO BOX 3000 BOONE NC 28607 581437002 501(C)(3) 5100 0 DESIGNATION SEEDS OF WISDOM IN SOUTH SUDAN ST JOHN THE EVANGELIST CHURCH 11 4TH AVE SW ROCHESTER MN 55902 453820615 501(C)(3) 7500 0 DESIGNATION SEMCAC INC ADMINISTRATIVE OFFICE 204 S ELM ST PO BOX 549 RUSHFORD MN 55971 410907135 501(C)(3) 7500 0 PROGRAM AWARD AND DESIGNATION SPORTS MENTORSHIP ACADEMY (SMA) 3270 19TH ST NW SUITE 208 ROCHESTER MN 55901 061777757 501(C)(3) 80122 0 PROGRAM AWARD AND DESIGNATION ST PAUL'S LUTHERAN CHURCH & SCHOOL CANNON FALLS MN 30289 59TH AVENUE WAY CANNON FALLS MN 55009 411283737 501(C)(3) 7692 0 DESIGNATION THE SALVATION ARMY NORTHERN DIVISION - SERVING MN & ND 2445 PRIOR AVE N ROSEVILLE MN 55113 410698597 501(C)(3) 13461 0 DESIGNATION THE SALVATION ARMY ROCHESTER MINNESOTA 20 1ST AVE NE ROCHESTER MN 55906 362167910 501(C)(3) 41252 0 PROGRAM AWARD UNIVERSITY OF WISCONSIN-PLATTEVILLE FOUNDATION ULLSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 396051705 501(C)(3) 8750 0 DESIGNATION WOMEN'S SHELTER AND SUPPORT CENTER PO BOX 457 ROCHESTER MN 55903 411316614 501(C)(3) 45770 0 PROGRAM AWARD AND DESIGNATION ZUMBRO RIDGE ESTATES INC 739 55TH ST NE TRLR 4 ROCHESTER MN 55906 821446789 501(C)(3) 6002 0 PROGRAM AWARD ZUMBRO VALLEY MEDICAL SOCIETY PO BOX 9264 ROCHESTER MN 55903 416024102 501(C)(3) 30000 0 PROGRAM AWARD 47 0 PART I, LINE 2: UNITED WAY OF SOUTHEAST MINNESOTA MONITORS NONPROFIT STATUS AND COMPLIANCE WITH THE PATRIOT ACT AND GOING CONCERN OF EACH ORGANIZATION RECEIVING AWARDS. ANNUALLY UNITED WAY STAFF MONITOR THE ACTUAL RESULTS OF ALL FUNDED PROGRAMS AGAINST THE EXPECTED RESULTS ARTICULATED IN THE PROGRAM FUNDING APPLICATION. ADDITIONALLY, STAFF LEARN OF PROGRAM SUCCESSES, ACHIEVEMENTS, AND CHALLENGES DURING EACH REPORTING PERIOD. FACE-TO-FACE CONVERSATIONS ARE HELD TO FOSTER OPEN COMMUNICATION AND DIALOGUE TO STRENGTHEN THE NONPROFIT SECTOR'S ABILITY TO ADVANCE OUR MISSION. DONOR DESIGNATED GRANTS - UNITED WAY OF SOUTHEAST MINNESOTA MONITORS NONPROFIT STATUS AND COMPLIANCE WITH THE PATRIOT ACT OF EACH ORGANIZATION RECEIVING DONOR DESIGNATED FUNDS. WE DO NOT MONITOR THE AGENCIES' USE OF THESE FUNDS. UNITED WAY OF SOUTHEAST MINNESOTA AWARDS GRANTS TO BE PAID OUT AS ONE-TIME PAYMENTS, OR EQUAL PAYMENTS OVER APPLICABLE MONTHS. THESE AWARDS ARE ACCRUED AS EXPENSES AND LIABILITIES IN THE PERIOD WHEN THE CONTRACT IS SIGNED. THIS SCHEDULE REPRESENTS PAYMENTS TO ORGANIZATIONS FOR THE PERIOD COVERED ON THIS TAX RETURN, WHICH MAY HAVE BEEN ACCRUED AS EXPENSE AND LIABILITIES IN A PREVIOUS PERIOD. 1 X X X X 0 0 0 0 0 0 0 0 0 JEROME FERSON PRESIDENT 160496 0 0 0 0 0 12794 0 6472 0 179762 0 0 0 PART I, LINE 3 COMPENSATION FOR THE PRESIDENT IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE REVIEWS CURRENT SALARY AND BENEFITS, CONSIDERS EFFECTIVENESS AND RESULTS OF THE INDIVIDUAL, USES COMPARABILITY DATA FROM UNITED WAY WORLDWIDE HUMAN CAPITAL SURVEY, DELIBERATES, DISCUSSES, AND PRESENTS A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL. THE BOARD OF DIRECTORS DISCUSSES THE RECOMMENDATION, AND EITHER APPROVES, CHANGES, OR REJECTS THE RECOMMENDATION. X OTHER SUPPLIES 2510 35439 COST 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PAGE 1, BOX L: ON OCTOBER 29, 1925, A JOINT MEETING OF THE KIWANIS AND ROTARY CLUBS ALONG WITH THE "BUSINESS MEN OF ROCHESTER" WAS HELD AND THE COMMUNITY CHEST WAS FORMED. IN JANUARY OF 1963, THE COMMUNITY CHEST BECAME THE UNITED FUND OF GREATER ROCHESTER. IN 1972 THE UNITED FUND OF GREATER ROCHESTER BECAME THE UNITED WAY OF OLMSTED COUNTY, INC. IN 2025 THE ORGANIZATION CHANGED THE NAME TO UNITED WAY OF SOUTHEAST MINNESOTA. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS PREPARED BY A THIRD PARTY TAX PREPARER, REVIEWED BY SENIOR MANAGEMENT, REVIEWED BY THE FINANCE COMMITTEE, APPROVED AND SENT TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE IRS FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS ACHIEVED BY CONFLICT OF INTEREST FORMS BEING COMPLETED ANNUALLY BY ALL BOARD, COMMITTEE AND STAFF MEMEBERS. THESE FORMS ARE REVIEWED BY THE PRESIDENT AND GOVERNANCE COMMITTEE, WITH MONITORING MONTHLY. BEFORE EACH MEETING, PARTICIPANTS ARE REQUESTED TO DISCLOSE ANY CONFLICT OF INTEREST BASED ON THE AGENDA, OR AS AGENDA ITEMS ARISE WHERE A PREVIOUS DECLARATION WAS NOT NOTED. THE PRESIDENT AND GOVERNANCE COMMITTEE REVIEW THE MINUTES OF THE MEETINGS FOR COMPLIANCE OF THE POLICY. THE PRESIDENT MONITORS STAFF ACTIVITIES FOR COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE REVIEWS CURRENT SALARY AND BENEFITS, CONSIDERS EFFECTIVENESS AND RESULTS OF THE INDIVIDUAL, USES COMPARABILITY DATA FROM UNITED WAY WORLDWIDE HUMAN CAPITAL SURVEY, DELIBERATES, DISCUSSES, AND PRESENTS A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL. THE BOARD OF DIRECTORS DISCUSSES THE RECOMMENDATION, AND EITHER APPROVES, CHANGES, OR REJECTS THE RECOMMENDATION. KEY EMPLOYEES' COMPENSATION IS REVIEWED ANNUALLY BY THE PRESIDENT OF THE ORGANIZATION. THE PRESIDENT REVIEWS CURRENT SALARY AND BENEFITS, CONSIDERS EFFECTIVENESS AND RESULTS OF THE INDIVIDUALS, USES COMPARABILITY DATA FROM UNITED WAY WORLDWIDE HUMAN CAPITAL SURVEY, AND IS RESPONSIBLE FOR DETERMINING THE COMPENSATION WITHIN ALLOWED LIMITS SET BY THE BOARD OF DIRECTORS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE AUDIT OF THE PAST YEAR FINANCIAL STATEMENTS AND THE IRS 990 ARE AVAILABLE ON OUR WEBSITE AT WWW.UWSEMN.ORG. OUR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY CAN BE OBTAINED UPON REQUEST BY CALLING US AT 507-287-2000. FORM 990, PART IX, LINE 21: MEMBERSHIP IN UNITED WAY WORLDWIDE CONSTITUTES AN AFFILIATED RELATIONSHIP UNDER THE IRS DEFINITION OF FEDERATED FUNDRAISING AGENCIES, AND AS SUCH, DUES ARE PAID TO UNITED WAY WORLDWIDE BY UNITED WAY OF SOUTHEAST MINNESOTA AS REPORTED ON LINE 21, PART IX OF FORM 990. THE PAYMENT REPORTED HERE IS A QUOTA SUPPORT PAYMENT TO UNITED WAY WORLDWIDE FOR WHICH UNITED WAY OF SOUTHEAST MINNESOTA RECEIVES: THE RIGHT TO USE THE NATIONAL BRAND IN CHARITABLE ENDEAVORS, NATIONAL ADVOCACY OF ISSUES, MEMBER EDUCATION AND TRAININGS, CENTRALIZED CREATION AND SUPPORT FOR MARKETING OF FUNDRAISING CAMPAIGNS, FOSTERING OF RELATIONSHIPS WITH NATIONAL ORGANIZATIONS THAT SUPPORT MULTIPLE MEMBERS, ESTABLISHMENT AND MONITORING OF COMPLIANCE WITH STANDARDS OF ACCOUNTABILITY BY MEMBERS, ESTABLISHMENT OF POLICIES AND PROCESSES THAT IMPROVE OPERATIONAL EFFICIENCIES AMONG MEMBERS, AND PROMOTION OF THE CONCEPT OF LOCAL COMMUNITY IMPACT ON A NATIONAL SCALE. FORM 990, PART IX, LINE 25: THE STANDARD FORMULA FOR CALCULATING THE OVERHEAD RATIO AMONG UNITED WAY ORGANIZATIONS IS AS FOLLOWS: IRS 990, PART IX LINE 25, COLUMN C + COLUMN D (DIVIDED BY) FORM 990, PART VIII, LINE 12, COLUMN A (TOTAL REVENUE) THE UNITED WAY OF SOUTHEAST MINNESOTA OVERHEAD RATIO IS: 27%