2026-04-23T10:21:09-05:00 2025-06-30 411656121 SCHLENNER WENNER & CO CPA'S PA 630 ROOSEVELT RD STE 201 ST CLOUD MN 56301 990 2024-07-01 410915124 UNITED WAY OF CENTRAL MINNESOTA UNIT 3202520227 921 1ST ST N 200 ST CLOUD MN 56303 STEPHEN JONES PRESIDENT & CEO 3202520227 2026-04-21 1 1 SHELLEY M GAETZ P00066049 3202510286 2026-04-21 2024 2025-03-06 01:10:19Z STEPHEN JONES 921 1ST ST N 200 ST CLOUD MN 56303 5133088 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. 12 10 34 1793 0 0 3822227 4306181 71284 75960 68547 92932 53297 2753 4015355 4477826 1588226 1091935 0 0 1867107 1987503 0 0 691802 1429194 1970055 4884527 5049493 -869172 -571667 3871196 3374672 1655824 1684393 2215372 1690279 X TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF CENTRAL MINNESOTA. BECAUSE CHANGE DOESN'T HAPPEN ALONE. 0 0 3755857 1012865 75960 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. 166139 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. 79070 79070 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 $79,070. 4001066 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 64 0 1 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MN X LORA CZECH 3202520227 921 1ST ST N STE 200 ST CLOUD MN 56303 STEPHEN JONES PRESIDENT & CEO 40.00 X X 126179 0 13000 TRICIA BIGAOUETTE VICE PRESIDENT OF FINANCE 40.00 X 103080 0 5975 BOB MAHOWALD CHAIR 0.50 X X 0 0 0 JASPER ASPLIN BOARD TREASURER 1.00 X X 0 0 0 HEATHER HOSKINS BOARD SECRETARY 1.00 X X 0 0 0 PETER COBORN 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 229259 0 18975 2 0 0 0 0 2117772 2188409 4306181 SERVICE FEE REVENUE 900099 75960 75960 75960 46420 46420 2178 974 1204 1204 1204 672461 625949 46512 46512 46512 29888 28339 1549 1549 4477826 75960 0 95685 X 1091935 1091935 41372 8688 17790 14894 1770079 1080915 237569 451595 48235 30322 5865 12048 127817 77805 15567 34445 51746 885 50623 238 10127 10127 1175614 1158664 16950 13204 5574 7630 83998 77742 1183 5073 46486 19989 9762 16735 118931 66787 4775 47369 17928 8923 335 8670 54917 45170 1326 8421 7323 3662 732 2929 47189 23595 4719 18875 15764 9050 1985 4729 BOOKS 161570 161570 GRANT EXPENSE 70921 70921 DUES AND SUBSCRIPTIONS 56828 31946 24882 BANK AND OTHER FEES 25404 10710 3570 11124 12105 6086 824 5195 5049493 4001066 356625 691802 341 200 104771 40418 1238017 1149214 22300 15000 42065 70358 1038470 267942 796271 770528 1667431 1280597 48357 3871196 3374672 439760 731323 244174 125344 99440 60718 225000 274000 647450 493008 1655824 1684393 X 550639 239580 1664733 1450699 2215372 1690279 3871196 3374672 -571667 46574 0 X 0 1 X 1 1 1 X 3996814 3933541 3952052 3822227 4306181 20010815 3996814 3933541 3952052 3822227 4306181 20010815 20010815 45019 88071 65555 104266 48598 351509 20362324 622426 0.98270 0.98140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 119114 7875 14582 3138 878 137555 102542 6220 14126 2955 819 119114 91580 4494 10092 2834 790 102542 102636 5083 -12721 2611 807 91580 80292 25695 2527 824 102636 0.35000 0.65000 1 0 948219 227470 720749 90251 40472 49779 770528 VARIOUS SECURITIES 1280597 F 1280597 DONOR DESIGNATIONS PAYABLE 493008 493008 X 4464516 46574 -79070 -32496 4497012 10128 -29314 -19186 4477826 4989609 29314 29314 4960295 10128 79070 89198 5049493 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 -79,070. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES -28,340. RENTAL EXPENSES -974. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 28,340. RENTAL EXPENSES 974. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 79,070. 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 18198 18198 3175 KICK SUMMER HUNGER 9085 9085 5131 8 2605 2605 20033 29888 29888 28339 28339 1549 1 ANNAMARIE'S ALLIANCE PO BOX 367 ST CLOUD MN 56302 411344743 501(C)(3) 55800 0 CHARITABLE PURPOSES BIG BROTHERS BIG SISTERS OF CENTRAL MINNESOTA 203 COOPER AVE N STE 162 ST CLOUD MN 56303 410972056 501(C)(3) 46500 0 CHARITABLE PURPOSES BOYS & GIRLS CLUBS OF CENTRAL MINNESOTA 345 30TH AVE N ST CLOUD MN 56303 411245177 501(C)(3) 109050 0 CHARITABLE PURPOSES CATHOLIC CHARITIES OF THE DIOCESE OF ST CLOUD 911 18TH ST N ST CLOUD MN 56303 410737799 501(C)(3) 183500 0 CHARITABLE PURPOSES CENTER FOR VICTIMS OF TORTURE 2356 UNIVERSITY AVE W STE 430 ST PAUL MN 55114 363383933 501(C)(3) 15000 0 CHARITABLE PURPOSES CENTRACARE 1200 6TH AVE N ST CLOUD MN 56303 411806657 N/A 6020 0 CHARITABLE PURPOSES CENTRAL MINNESOTA COMMUNITY EMPOWERMENT ORGANIZATION (CMCEO) 2719 W DIVISION ST STE 122 ST CLOUD MN 56301 473521051 501(C)(3) 15000 0 CHARITABLE PURPOSES CENTRAL MN COUNCIL ON AGING 250 RIVERSIDE AVE N STE 300 SARTELL MN 56377 363338395 501(C)(3) 15000 0 CHARITABLE PURPOSES CENTRAL MN MENTAL HEALTH CENTER 411 3RD STREET N WAITE PARK MN 56387 410873142 501(C)(3) 15275 0 CHARITABLE PURPOSES CENTRAL MN SEXUAL ASSAULT CENTER 15 RIVERSIDE DR NE ST CLOUD MN 56304 411490431 501(C)(3) 15900 0 CHARITABLE PURPOSES CENTRAL MN YOUTH FOR CHRIST 203 COOPER AVE N SUITE 140 ST CLOUD MN 56303 411336726 501(C)(3) 10000 0 CHARITABLE PURPOSES CHILD CARE CHOICES INC DBA MILESTONES 314 10TH AVE S SUITE 180 WAITE PARK MN 56387 411321820 501(C)(3) 49000 0 CHARITABLE PURPOSES CITY OF ST CLOUD RSVP & WHITNEY SENIOR CENTER 1527 NORTHWAY DR ST CLOUD MN 56303 416005515 N/A 31200 0 CHARITABLE PURPOSES CROSS CENTER 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 ST CLOUD MN 56301 832525766 501(C)(3) 15750 0 CHARITABLE PURPOSES FEEDING AREA CHILDREN TOGETHER (FACT) 2625 CLEARWATER ROAD SUITE 140 ST CLOUD MN 56301 822748058 501(C)(3) 7500 0 CHARITABLE PURPOSES FAHAN ORGANIZATION 3333 W DIVISION ST SUITE 206 ST CLOUD MN 56301 922949443 501(C)(3) 6100 0 CHARITABLE PURPOSES FRIENDS OF CAREER SOLUTIONS 1542 NORTHWAY DR ST CLOUD MN 56303 821354223 501(C)(3) 23475 0 CHARITABLE PURPOSES GREAT THEATRE 710 SUNDIAL DRIVE WAITE PARK MN 56387 411909918 501(C)(3) 17500 0 CHARITABLE PURPOSES GREATER ST CLOUD DEVELOPMENT CORP 501 W ST GERMAIN SUITE 100 ST CLOUD MN 56301 452050341 501(C)(3) 10000 0 CHARITABLE PURPOSES HIGHER WORKS COLLABORATIVE 402 8TH S ST CLOUD MN 56301 830930283 501(C)(3) 15000 0 CHARITABLE PURPOSES INDEPENDENT LIFESTYLES 215 N BENTON DR SAUK RAPIDS MN 56379 411871141 501(C)(3) 20000 0 CHARITABLE PURPOSES ISLAMIC CENTER 712 17TH AVE S ST CLOUD MN 56301 412004117 501(C)(3) 17500 0 CHARITABLE PURPOSES DISTRICT 742 LOCAL EDUCATION & ACTIVITIES FOUNDATION (LEAF) PO BOX 1132 ST CLOUD MN 56302 411770753 N/A 8000 0 CHARITABLE PURPOSES LUTHERAN SOCIAL SERVICES 2485 COMO AVE ST PAUL MN 55108 411568278 501(C)(3) 15480 0 CHARITABLE PURPOSES MID-MINNESOTA LEGAL AID-ST CLOUD PO BOX 886 ST CLOUD MN 56302 411412710 501(C)(3) 25000 0 CHARITABLE PURPOSES REACH-UP INC 350 HWY 10 S SUITE 100 ST CLOUD MN 56304 410004214 501(C)(3) 15000 0 CHARITABLE PURPOSES ROCORI EARLY CHILDHOOD 534 5TH AVE N COLD SPRING MN 56320 410917354 N/A 18000 0 CHARITABLE PURPOSES SALVATION ARMY 400 HWY 10 S ST CLOUD MN 56304 410698597 501(C)(3) 51400 0 CHARITABLE PURPOSES SERVE MINNESOTA 120 S 6TH ST STE 2260 MINNEAPOLIS MN 55402 412010058 501(C)(3) 20000 0 CHARITABLE PURPOSES SOLUTIONS BEHAVIORAL HEALTH 1547 30TH AVE S MOORHEAD MN 56560 411949975 501(C)(3) 6175 0 CHARITABLE PURPOSES ST CLOUD STATE UNIVERSITY 720 4TH AVE S ST CLOUD MN 56301 411687554 N/A 40000 0 CHARITABLE PURPOSES ST CLOUD AREA SCHOOL DISTRICT 742 1201 2ND ST S WAITE PARK MN 56387 416003926 N/A 43000 0 CHARITABLE PURPOSES THE VILLAGE FAMILY SERVICE CENTER 110 6TH AVE S 100 ST CLOUD MN 56301 450226423 501(C)(3) 15000 0 CHARITABLE PURPOSES THE YES NETWORK PO BOX 1042 ST CLOUD MN 56302 320419607 501(C)(3) 12000 0 CHARITABLE PURPOSES TRI-COUNTY ACTION PROGRAM 1210 23RD AVENUE SOUTH PO BOX 683 WAITE PARK MN 56387 416049739 501(C)(3) 26000 0 CHARITABLE PURPOSES 35 1 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. 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 1,158,664. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 16,950. TOTAL EXPENSES 1,175,614.