2025-08-27T13:35:58-05:00 2024-12-31 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 140 OAKDALE MN 55128 990 2024-01-01 411973442 GREATER TWIN CITIES UNITED WAY GREA 6123407400 404 S EIGHTH STREET MINNEAPOLIS MN 554041084 JOHN WILGERS PRESIDENT AND CEO 6123407400 2025-08-12 1 1 CHRIS J HENKE P01008921 6516363806 2025-08-12 2024 2025-03-06 01:10:19Z JOHN WILGERS 404 S EIGHTH STREET MINNEAPOLIS MN 554041084 43787386 0 X WWW.GTCUW.ORG X 2001 MN OUR MISSION IS TO UNITE CHANGEMAKERS, ADVOCATE FOR SOCIAL GOOD AND DEVELOP SOLUTIONS TO ADDRESS THE CHALLENGES NO ONE CAN SOLVE ALONE. 51 51 224 12893 0 0 48032351 37742854 945421 1089602 1770717 3666214 179260 291320 50927749 42789990 25074002 26546405 0 0 18017560 18995718 120320 45000 6799168 6400267 7140770 49612149 52727893 1315600 -9937903 147178139 140861330 5792940 6206530 141385199 134654800 X FOR 110 YEARS, GREATER TWIN CITIES UNITED WAY (UNITED WAY), A NONPROFIT, HAS DEMONSTRATED THAT WHENEVER THERE'S A COMMUNITY NEED IN THE GREATER TWIN CITIES REGION, UNITED WAY IS THERE. UNITED WAY'S EFFORTS CONTINUALLY EVOLVE TO RESPOND TO (CONTINUED ON SCHEDULE O) 1 0 7010846 6198739 STABLE HOUSING: UNITED WAY'S VISION | EPISODES OF HOMELESSNESS ARE RARE, BRIEF AND NONRECURRING. UNITED WAY MEETS URGENT NEEDS BY SUPPORTING NONPROFITS DOING IMPACTFUL WORK IN HOUSING AND BY CONNECTING CALLERS TO HOUSING AND SHELTER RESOURCES VIA ITS 211 RESOURCE HELPLINE. HOUSING IS BY FAR THE GREATEST REASON PEOPLE IN OUR REGION REACH OUT TO 211. UNITED WAY ALSO MAKES LASTING CHANGE TO IMPROVE HOUSING BY LEADING THE PATHWAYS HOME INITIATIVE FOCUSED ON PREVENTING HOMELESSNESS BY CONNECTING YOUNG PEOPLE EXITING FOSTER CARE OR INCARCERATION TO CRITICAL SUPPORT, AND BY LEADING ADVOCACY EFFORTS THAT SUPPORT HOUSING STABILITY. IN 2024, UNITED WAY AND ITS HOUSING PARTNERS SUPPORTED OVER 14,971 PEOPLE THROUGH OUTREACH, SHELTER AND PERMANENT HOUSING PROGRAMS, 93 PERCENT OF WHOM OBTAINED OR MAINTAINED STABLE HOUSING. THROUGH PATHWAYS HOME, 185 YOUNG PEOPLE AT RISK OF HOMELESSNESS MAINTAINED STABLE HOUSING, AND 10 HOUSING ORGANIZATIONS PARTNERED WITH UNITED WAY TO SUPPORT YOUTH TRANSITIONING OUT OF FOSTER CARE AND/OR INCARCERATION. IN TOTAL, 33 HOUSING ORGANIZATIONS RECEIVED FUNDING AND SUPPORT FROM UNITED WAY'S COMMUNITY INVESTMENT, PATHWAYS HOME AND ARISE PROJECT INITIATIVES. UNITED WAY'S ANNUAL HOME FOR GOOD INITIATIVE PROVIDED 1,450 WELCOME HOME BINS TO INDIVIDUALS AND FAMILIES PACKED BY VOLUNTEERS, BINS THAT HELP ENSURE PEOPLE TRANSITIONING INTO STABLE HOUSING HAVE ESSENTIALS LIKE TOWELS, KITCHEN UTENSILS, AND BLANKETS TO THRIVE IN THEIR NEW HOME. AT THE LEGISLATURE, UNITED WAY SUPPORTED THE 2024 PASSAGE OF EXPANDED FUNDING FOR THE FAMILY HOMELESS PREVENTION AND ASSISTANCE PROGRAM AND HOUSING INFRASTRUCTURE BONDS RESULTING IN MORE THAN $100 MILLION THAT WILL HELP DEVELOP NEW AND AFFORDABLE HOUSING AND PROVIDE SUPPORT FOR FAMILIES TO STAY IN THEIR HOMES. 9963276 6422974 EDUCATIONAL SUCCESS: UNITED WAY'S VISION | ALL YOUNG CHILDREN AND THEIR FAMILIES ENTER KINDERGARTEN READY TO LEARN AND THRIVE, AND ALL YOUTH HAVE THE SKILLS, RELATIONSHIPS AND MINDSETS TO CHOOSE AND DIRECT THEIR FUTURES. UNITED WAY MEETS URGENT NEEDS BY SUPPORTING NONPROFITS DOING IMPACTFUL WORK IN EARLY CHILDHOOD EDUCATION AND CAREER AND FUTURE READINESS, AND BY CONNECTING CALLERS TO EDUCATION RESOURCES VIA ITS 211RESOURCE HELPLINE. UNITED WAY ALSO MAKES LASTING CHANGE TO IMPROVE THE EDUCATION SYSTEM THROUGH ITS 80X3: RESILIENT FROM THE START INITIATIVE, WHICH IS FOCUSED ON EXPANDING EARLY CHILDHOOD TRAUMA-INFORMED CARE; CAREER ACADEMIES INITIATIVE, FOCUSED ON EXPANDING ACCESS TO WEALTH-BUILDING CAREERS FOR YOUTH; AND ADVOCACY EFFORTS THAT SUPPORT QUALITY CHILDCARE AND YOUNG PEOPLE'S CAREER READINESS. IN 2024, THROUGH ITS COMMUNITY INVESTMENTS, 80X3 AND WOMEN UNITED INITIATIVES, UNITED WAY AND ITS PARTNERS PROVIDED CULTURALLY SPECIFIC AND TRAUMA-SENSITIVE EARLY CHILDHOOD AND FAMILY EDUCATION PROGRAMMING THAT SUPPORTED 2,934 CHILDREN, 169 EARLY CHILDHOOD EDUCATORS AND LEADERS AND 19 EARLY CHILDHOOD CARE AND EDUCATION ORGANIZATIONS. UNITED WAY'S ADVOCACY AT THE LEGISLATURE RESULTED IN THE 2024 EXPANSION OF EARLY LEARNING SCHOLARSHIP ELIGIBILITY MAKING CHILD CARE MORE AFFORDABLE AND ACCESSIBLE FOR MORE FAMILIES IN THE REGION. UNITED WAY'S ADVOCACY ALSO PLAYED AN IMPORTANT ROLE IN IMPROVEMENTS TO THE STATE'S PARENT AWARE QUALITY RATING SYSTEMS AND CREATED A NEW PARTNERSHIP BETWEEN THE STATE OF MINNESOTA AND UNITED WAY LEADING TO UNITED WAY'S ADMINISTRATION OF THE STATE'S EARLY LEARNING SCHOLARSHIP PROGRAM. FROM JULY 1, 2024, THROUGH DECEMBER 31, 2024, UNITED WAY PAID OUT $39 MILLION IN EARLY LEARNING SCHOLARSHIP FUNDS. IN 2024, UNITED WAY'S WORK IN CAREER AND FUTURE READINESS SUPPORTED 29 ORGANIZATIONS THROUGH COMMUNITY INVESTMENT GRANTS AND CAREER ACADEMIES. THESE PARTNERSHIPS SERVED 9,571 YOUNG PEOPLE IN YOUTH PROGRAMS AND ACTIVITIES MORE THAN 80 PERCENT OF WHICH REPORTED GROWTH IN CRITICAL LIFE SKILLS AND SUPPORTED 10,000+ HIGH SCHOOL STUDENTS' PARTICIPATION IN CAREER PATHWAYS PROGRAMS. IN 2024, CAREER ACADEMIES LAUNCHED CAREERACADEMIES.ORG: A NEW ONLINE TOOLKIT FOR SCHOOL DISTRICTS, EMPLOYERS AND OTHER POTENTIAL PARTNERS LOOKING TO REPLICATE CAREER ACADEMIES' APPROACH IN THEIR OWN COMMUNITY. MORE THAN 2,600 USERS HAVE ACCESSED RESOURCES PROVIDED BY THE SITE SINCE ITS LAUNCH. 10106821 10106821 86918 DONOR DESIGNATIONS - GTCUW FUNDRAISING RESULTS ALSO INCLUDE CONTRIBUTIONS TO UNITED WAY THAT DONORS DIRECT TO SPECIFIC NON-PROFIT ORGANIZATIONS. THERE WERE DONOR DESIGNATIONS TO 4,808 AGENCIES IN 2024. 15887729 3817871 1089602 ECONOMIC OPPORTUNITY: UNITED WAY'S VISION | ALL ADULTS ENTER THE WORKFORCE PREPARED FOR SKILLED EMPLOYMENT AND INCREASED WEALTH. UNITED WAY MEETS URGENT NEEDS BY SUPPORTING NONPROFITS DOING IMPACTFUL WORK TO PROVIDE JOB TRAINING AND ENTREPRENEURSHIP SUPPORT, AND BY CONNECTING CALLERS TO EMPLOYMENT RESOURCES VIA ITS 211 RESOURCE HELPLINE. UNITED WAY ALSO MAKES LASTING CHANGE TO IMPROVE SYSTEMS BY BUILDING EDUCATOR-EMPLOYER PARTNERSHIPS AND ADVOCATING FOR POLICIES THAT MITIGATE THE IMPACTS OF THE "BENEFITS CLIFF." IN 2024, UNITED WAY SUPPORTED 29 ECONOMIC OPPORTUNITY-FOCUSED ORGANIZATIONS THROUGH COMMUNITY INVESTMENTS FUNDING; THE SUBSET OF THESE PARTNERS WORKING IN ENTREPRENEURSHIP SUPPORTED THE CREATION OF 2,688 NEW JOBS. ADDITIONALLY, 2,736 PEOPLE SECURED A JOB THROUGH UNITED WAY-SUPPORTED EMPLOYMENT AND TRAINING PROGRAMS, AND NEARLY 70 PERCENT MAINTAINED THEIR EMPLOYMENT FOR AT LEAST A YEAR. UNITED WAY SUPPORTED 11 CHAMBERS OF COMMERCE AND ECONOMIC DEVELOPMENT ORGANIZATIONS THROUGH CAREER ACADEMIES' FUTURE READY WORKFORCE FUND, WHICH IS FOCUSED ON CREATING CAREER-RELEVANT WORK EXPERIENCES. IN 2024, 495 STUDENTS EARNED AT LEAST $14.50 PER HOUR THROUGH THE PROGRAM. AT THE LEGISLATURE, GREATER TWIN CITIES UNITED WAY JOINED OTHER UNITED WAYS OF MINNESOTA TO SHARE FINDINGS IN A NEW REPORT, "ALICE IN MINNESOTA: A STUDY IN FINANCIAL HARDSHIP" ELUCIDATING THE FINANCIAL DIFFICULTY FOR MORE THAN 36 PERCENT OF MINNESOTANS WHO EARN MORE THAN THE FEDERAL POVERTY LINE, BUT DO NOT HAVE THE NECESSARY INCOME TO COVER ESSENTIAL COSTS IN THEIR AREA LIKE FOOD AND HOUSING. UNITED FOR ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) IS A PART OF UNITED WAY'S ONGOING EFFORTS TO ADDRESS THE IMPACTS OF THE "BENEFITS CLIFF AND SUPPORT THE ECONOMIC DEVELOPMENT OF THE REGION FOR INDIVIDUALS AND FAMILIES WORKING TO PROVIDE THEIR MOST BASIC NEEDS AND BUILD WEALTH FOR THEMSELVES AND THEIR FAMILIES.UNITED WAY'S 211 RESOURCE HELPLINE: UNITED WAY'S 211 RESOURCE HELPLINE SPECIALISTS PROVIDE INFORMATION AND REFERRALS TO STATEWIDE RESOURCES AND SERVICES TO HELP PEOPLE MEET THEIR BASIC NEEDS, INCLUDING RENTAL ASSISTANCE, FOOD PROGRAMS, CHILDCARE, EMPLOYMENT AND MORE. IN 2024, UNITED WAY RESPONDED TO 241,157 REQUESTS, ONE REQUEST EVERY TWO MINUTES WITH AN INCREASE IN REQUESTS FOR HOUSING (UP 24 PERCENT FROM 2023), UTILITIES ASSISTANCE (UP 23 PERCENT), FOOD (UP 5 PERCENT), MENTAL HEALTH AND SUBSTANCE USE DISORDER SERVICES (UP 53 PERCENT) AND CRIMINAL JUSTICE AND LEGAL SERVICES (UP 5 PERCENT). THE DATA UNITED WAY SECURES THROUGH 211 ABOUT COMMUNITY NEEDS INFORMS ITS INVESTMENTS IN HOUSING, FOOD, EDUCATION AND JOBS, AS WELL AS ITS ADVOCACY STRATEGIES IN ADVANCING POLICIES AND STATE FUNDING TO SUPPORT PEOPLE EXPERIENCING POVERTY.988 SUICIDE AND CRISIS LIFELINE: IN 2024, GREATER TWIN CITIES UNITED WAY CONTINUED OFFERING SUPPORT AS A MINNESOTA-BASED PROVIDER OF THE 988 SUICIDE AND CRISIS LIFELINE. WHEN MINNESOTANS CALL 988, LOCAL, TRAINED AND CARING CRISIS COUNSELORS ANSWER, PROVIDING EMOTIONAL SUPPORT FOR PEOPLE EXPERIENCING THOUGHTS OF SUICIDE, SUBSTANCE USE OR OTHER MENTAL HEALTH CRISES. IN 2024, UNITED WAY CRISIS COUNSELORS ANSWERED OVER 33,000 CALLS TO 988 INDIVIDUALS - A 37 PERCENT INCREASE OVER 2023. BUSINESS AND INDIVIDUAL PARTNERSHIPS: UNITED WAY PARTNERS WITH COMPANIES AND FOUNDATIONS TO HELP THEM MEET THEIR CORPORATE SOCIAL RESPONSIBILITY GOALS AND ENGAGE THEIR EMPLOYEES IN ADDRESSING COMMUNITY NEEDS. UNITED WAY ALSO CONNECTS PEOPLE WHO SHARE SIMILAR PASSIONS FOR DEVELOPING SOLUTIONS TOGETHER AND COLLABORATES TO HELP INDIVIDUALS AND FAMILIES ACHIEVE THEIR PHILANTHROPIC GOALS WHILE CREATING A MEANINGFUL LEGACY. 15887729 3817871 1089602 42968672 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 489 0 1 224 1 0 0 0 0 0 0 0 0 0 0 0 0 X 51 51 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X ATHENA MIHAS 6123407606 404 SOUTH EIGHTH STREET MINNEAPOLIS MN 55404 AL MCFARLANE BOARD CHAIR 1.00 X X 0 0 0 DIEGO ARIAS GARCIA TREASURER 1.00 X X 0 0 0 ERIN DADY SECRETARY 1.00 X X 0 0 0 BRIAN ALLINGHAM BOARD MEMBER 1.00 X 0 0 0 LAMAR ANDERSON BOARD MEMBER 1.00 X 0 0 0 NISHA BOTCHWEY BOARD MEMBER 1.00 X 0 0 0 SHIRLEY BOYD BOARD MEMBER 1.00 X 0 0 0 JEN BRATTON BOARD MEMBER 1.00 X 0 0 0 COLLIN BRINKMAN BOARD MEMBER 1.00 X 0 0 0 SUZANNE FULLER BURKS BOARD MEMBER - RETIRED IN 2024 1.00 X 0 0 0 JUSTIN BUTLER BOARD MEMBER 1.00 X 0 0 0 PAMELA CANNON BOARD MEMBER - RETIRED IN 2024 1.00 X 0 0 0 ERICK CHI BOARD MEMBER 1.00 X 0 0 0 PATRICIA CORREA BOARD MEMBER 1.00 X 0 0 0 DEREK CUNZ BOARD MEMBER 1.00 X 0 0 0 AMY DAHL BOARD MEMBER 1.00 X 0 0 0 LATANYA DANIELS BOARD MEMBER 1.00 X 0 0 0 CHRIS DOLAN BOARD MEMBER 1.00 X 0 0 0 KIERA FERNANDEZ BOARD MEMBER 1.00 X 0 0 0 DAVID FIOCCO BOARD MEMBER 1.00 X 0 0 0 PETER FROSCH BOARD MEMBER 1.00 X 0 0 0 CHERYL HADAWAY BOARD MEMBER 1.00 X 0 0 0 ROBIN HICKMAN-WINFIELD BOARD MEMBER 1.00 X 0 0 0 KAREN HIMLE BOARD MEMBER 1.00 X 0 0 0 KALYN HOVE BOARD MEMBER 1.00 X 0 0 0 DOMINIC IANNAZZO BOARD MEMBER 1.00 X 0 0 0 OLIVIA JEFFERSON BOARD MEMBER 1.00 X 0 0 0 RAY JONCAS BOARD MEMBER 1.00 X 0 0 0 MARY KAUL-HOTTINGER BOARD MEMBER 1.00 X 0 0 0 PAM KERMISCH BOARD MEMBER 1.00 X 0 0 0 CARRIE KOSLA BOARD MEMBER 1.00 X 0 0 0 JOHN LINDAHL BOARD MEMBER 1.00 X 0 0 0 LAURA LOHMANN BOARD MEMBER 1.00 X 0 0 0 MATT MARSH BOARD MEMBER 1.00 X 0 0 0 ERIN HORNE MCKINNEY BOARD MEMBER 1.00 X 0 0 0 MIQUEL MCMOORE BOARD MEMBER 1.00 X 0 0 0 INA MURRAY BOARD MEMBER 1.00 X 0 0 0 KARIN NELSEN BOARD MEMBER - RETIRED IN 2024 1.00 X 0 0 0 ANU PAL BOARD MEMBER 1.00 X 0 0 0 KERA PETERSON BOARD MEMBER 1.00 X 0 0 0 JOHN POTTER BOARD MEMBER 1.00 X 0 0 0 LAURI ROBERTS BOARD MEMBER 1.00 X 0 0 0 DAN RODRIGUEZ BOARD MEMBER 1.00 X 0 0 0 LISA SHANNON BOARD MEMBER 1.00 X 0 0 0 SUMMRA SHARIFF BOARD MEMBER 1.00 X 0 0 0 SHANE SHIPMAN BOARD MEMBER 1.00 X 0 0 0 LUCHELLE STEVENS BOARD MEMBER 1.00 X 0 0 0 SHARON KENNEDY VICKERS BOARD MEMBER 1.00 X 0 0 0 ROB VISCHER BOARD MEMBER 1.00 X 0 0 0 KELLI WILLIAMS BOARD MEMBER 1.00 X 0 0 0 HEATHER WILLIAMSON BOARD MEMBER 1.00 X 0 0 0 NICOLE MOORE WOODHOUSE BOARD MEMBER - RETIRED IN 2024 1.00 X 0 0 0 ASAD ZAMAN BOARD MEMBER 1.00 X 0 0 0 JIM ZAPPA BOARD MEMBER 1.00 X 0 0 0 TROY ZIERDEN BOARD MEMBER 1.00 X 0 0 0 JOHN WILGERS PRESIDENT AND CEO 40.00 X 448221 0 58352 ATHENA MIHAS CHIEF FINANCIAL OFFICER 40.00 X 196578 0 30261 KRISTINA SALKOWSKI SVP ADVANCEMENT 40.00 X 188952 0 15272 JOSEPH MUNNICH EXECUTIVE DIRECTOR GEN NEX 40.00 X 181751 0 14448 SHANNON SMITH JONES SVP COMMUNITY IMPACT 40.00 X 180163 0 53971 MICHELLE DANIEL ASSOCIATE VP DEVELOPMENT 40.00 X 160048 0 20844 JULI DURDA VP HUMAN RESOURCES & ADMINISTRATION 40.00 X 152801 0 46190 SHERRY SANCHEZ TIBBETTS VP DIVERSITY, EQUITY & INCLUSION 40.00 X 164447 0 22589 MALA THAO VP INDIVIDUAL GIVING & DONOR DIVERSIFICATION 40.00 X 158697 0 48168 STEPHANNIE LEWIS ASSOCIATE VP - ADVOCACY & COMMUNITY IMPACT 40.00 X 157420 0 25543 MEGAN O'MEARA SENIOR DIRECTOR - HOLISTIC GRANT MAKING AND INNOVA 40.00 X 143215 0 12757 CERI STEER SENIOR DIRECTOR - IT 40.00 X 142568 0 13265 2274861 0 361660 35 0 1 0 HYLDEN ADVOCACY & LAW 310 4TH AVE S SUITE 9200 MINNEAPOLIS MN 55415 ADVOCACY CONSULTING SERVICES 164043 KA NICHOLAS CONSULTING LLC 1221 BLAIR AVENUE ST PAUL MN 55104 BREAKTHROUGH CONSULTING SERVICES 161600 CLIFTON LARSON ALLEN LLP PO BOX 776376 CHICAGO IL 60677 ACCOUNTING AND CONSULTING SERVICES 108889 3 136680 5362895 32243279 1214270 37742854 FEES FOR SERVICE 541900 1051978 1051978 MEMBERSHIPS 900099 37624 37624 1089602 1873882 1873882 76097 0 76097 76097 76097 997597 1792131 997396 0 201 1792131 1792332 1792332 MISCELLANEOUS INCOME 900099 121905 121905 DESIGNATION COST RECOVERY 541900 86918 86918 LICENSE FEE 900099 6400 6400 215223 42789990 1176520 0 3870616 26546405 26546405 1747852 755350 500398 492104 13667728 8514044 1267497 3886187 598950 371340 41322 186288 1841646 1117704 142467 581475 1139542 683986 107907 347649 21990 21990 114745 114745 180600 180600 45000 45000 102742 102742 2741719 2150890 272366 318463 474660 264091 11705 198864 143790 104949 18872 19969 596044 402152 73207 120685 572665 367706 84172 120787 22551 14987 62 7502 402262 305429 23663 73170 533455 342242 78526 112687 513577 329490 75600 108487 AWARDS AND SPONSORSHIP 283957 283292 665 MISCELLANEOUS 219139 18243 22147 178749 DONATED SUPPLIES AND TI 216874 215772 1102 52727893 42968672 2960053 6799168 14277104 182 3051223 9731095 50687254 43134217 156495 28923 7484 481877 226222 11219586 8915504 2560366 2304082 12004106 15075804 61496221 67396467 2463493 2956854 147178139 140861330 2094411 2838787 3594599 3357874 103930 9869 5792940 6206530 X 29237479 29691918 112147720 104962882 141385199 134654800 147178139 140861330 X -9937903 3060859 146645 X 0 1 X 1 0 X 55071585 49174153 70104640 48032351 37742854 260125583 55071585 49174153 70104640 48032351 37742854 260125583 25075298 235050285 967130 1199780 913155 1647884 1949979 6677928 165259 279634 40547 61650 128305 675395 267478906 3721091 0.87880 0.89340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 180600 180600 42788741 42969341 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 115833 210150 207704 180600 714287 250000 250000 250000 250000 1000000 1500000 1250 1750 5405 8405 83014227 637511 5479521 2998776 86132483 78662218 2699792 6060611 4408394 83014227 69768213 16960380 -5944729 2121646 78662218 61047267 1233255 10180312 2692621 69768213 59250373 57214 4781614 3041934 61047267 0.24240 0.41030 0.34730 1 0 33083 33083 569367 425305 144062 7764322 6387713 1376609 2852814 2102486 750328 2304082 8334820 F POOLED INVESTMENT FUNDS 59061647 F 67396467 X 35896373 3060859 5700 146645 3213204 32683169 10106821 10106821 42789990 42626772 5700 5700 42621072 10106821 10106821 52727893 PART V, LINE 4: UNRESTRICTED GRANTS ARE MADE FROM THE ENDOWMENT FUND TO SUPPORT GENERAL OPERATING COSTS, PROGRAMS, NON-PROFITS, AND INITIATIVES. PART X, LINE 2: UNITED WAY IS CLASSIFIED AS A TAX EXEMPT ORGANIZATION UNDER MINNESOTA STATUTE 290.05 AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME. UNITED WAY DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2024. UNITED WAY ASSESSES UNCERTAIN TAX POSITIONS AND HAS DETERMINED THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF BENEFICIAL INTERESTS IN CHARITABLE TRUSTS 146,645. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS FOR OTHER NON-PROFITS 10,106,821. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS FOR OTHER NON-PROFITS 10,106,821. 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1600 E LAKE STREET SUITE 1 MINNEAPOLIS MN 55407 421651737 501(C)(3) 105750 11640 FAIR VALUE BACKPACKS, SCHOOL SUPPLIES AND FOOD SUPPLIES PROGRAM COSTS ITASCA AREA SCHOOLS COLLABORATIVE PO BOX 307 DEER RIVER MN 56636 141998752 501(C)(3) 60000 0 PROGRAM COSTS JEREMIAH PROGRAM PO BOX 860819 MINNEAPOLIS MN 554860819 411801834 501(C)(3) 80750 1347 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS JOYCE PRESCHOOL 1219 WEST 31ST STREET MINNEAPOLIS MN 55408 810594016 501(C)(3) 37500 0 PROGRAM COSTS JUXTAPOSITION INC- ALLOC 2007 EMERSON AVE N MINNEAPOLIS MN 55411 411851915 501(C)(3) 55750 0 PROGRAM COSTS KA JOOG NONPROFIT ORGANIZATION 1420 WASHINGTON AVE S MINNEAPOLIS MN 55454 392073475 501(C)(3) 105750 0 PROGRAM COSTS KAREN ORGANIZATION OF MN 2353 RICE STREET SUITE 240 ROSEVILLE MN 55113 300438142 501(C)(3) 135750 16269 FAIR VALUE BACKPACKS, SCHOOL SUPPLIES AND FOOD SUPPLIES PROGRAM COSTS KEYSTONE COMMUNITY SERVICES 2000 ST ANTHONY AVE ST PAUL MN 551045199 410693924 501(C)(3) 143750 8547 FAIR VALUE BACKPACKS, SCHOOL SUPPLIES AND FOOD SUPPLIES PROGRAM COSTS KWANZAA COMMUNITY CHURCH 3700 BRYANT AVE N MINNEAPOLIS MN 55412 270031853 501(C)(3) 110750 0 PROGRAM COSTS LAKEVILLE CHAMBER OF COMMERCE INC 19950 DODD BOULEVARD SUITE 101 LAKEVILLE MN 55044 410902928 501(C)(6) 41797 0 PROGRAM COSTS LATINO ECONOMIC DEVELOPMENT CENTER 804 MARGARET ST ST PAUL MN 55106 510467167 501(C)(3) 90750 0 PROGRAM COSTS LAUNCH MINISTRY 110 WEST 2ND STREET CHASKA MN 55318 264579522 501(C)(3) 50000 0 PROGRAM COSTS MENTAL HEALTH MINNESOTA 2233 UNIVERSITY AVENUE WEST SUITE 350 ST PAUL MN 55114 410722639 501(C)(3) 28000 0 PROGRAM COSTS MERRICK COMMUNITY SERVICES 1669 ARCADE STREET NORTH SUITE 4 ST PAUL MN 55106 410693851 501(C)(3) 331200 24706 FAIR VALUE BACKPACKS, SCHOOL SUPPLIES AND FOOD SUPPLIES PROGRAM COSTS MID-MINNESOTA LEGAL ASSISTANCE 111 N 5TH ST SUITE 100 MINNEAPOLIS MN 55403 411412710 501(C)(3) 165750 0 PROGRAM COSTS MINNEAPOLIS AMERICAN INDIAN CENTER 1530 FRANKLIN AVE EAST MINNEAPOLIS MN 554042136 410966005 501(C)(3) 90750 0 PROGRAM COSTS MINNEAPOLIS PUBLIC SCHOOLS 2015 EAST LAKE STREET MINNEAPOLIS MN 55407 411972445 GOVERNMENT 0 53820 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS MINNESOTA ASSOCIATION OF COMMUNITY MENTAL HEALTH PROGRAMS 2038 FORD PARKWAY SUITE 453 ST PAUL MN 55116 411264109 501(C)(3) 10000 0 PROGRAM COSTS MINNESOTA EDUCATION EQUITY PARTNERSHIP 2233 UNIVERSITY AVE W SUITE 220 ST PAUL MN 55114 411699505 501(C)(3) 10000 0 PROGRAM COSTS MINNESOTA INDIAN WOMEN'S RESOURCE CENTER 2300 15TH AVE SOUTH MINNEAPOLIS MN 554043935 411500950 501(C)(3) 105750 0 PROGRAM COSTS MINNESOTA STATE COLLEGES AND UNIVERSITIES 1500 BIRCHMONT DRIVE NE BEMIDJI MN 56601 411687554 501(C)(3) 33927 0 PROGRAM COSTS MINNESOTA TEAMSTERS SERVICE BUREAU 2829 UNIVERSITY AVE SE STE 100 MINNEAPOLIS MN 55414 411513000 501(C)(3) 78543 0 PROGRAM COSTS MN ASSOC FOR THE EDUCATION OF YOUNG CHILDREN 1821 UNIVERSITY AVE W SUITE 298 S ST PAUL MN 55104 237279931 501(C)(3) 10000 0 PROGRAM 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OWATONNA AREA CHAMBER OF COMMERCE AND TOURISM 120 SOUTH OAK AVENUE OWATONNA MN 55060 410639369 501(C)(6) 31858 0 PROGRAM COSTS PARTNERSHIP IN PROPERTY COMMERCIAL LAND TRUST 1819 LOWRY AVENUE NORTH MINNEAPOLIS MN 55411 871177063 501(C)(3) 55750 0 PROGRAM COSTS PEOPLE SERVING PEOPLE 614 3RD STREET SOUTH MINNEAPOLIS MN 55415 411443148 501(C)(3) 55750 6402 FAIR VALUE BACKPACKS, SCHOOL SUPPLIES AND HOUSE SUPPLIES PROGRAM COSTS PHYLLIS WHEATLEY COMMUNITY CENTER 1301 TENTH AVE N MINNEAPOLIS MN 55411 410706132 501(C)(3) 114500 1634 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS PILLSBURY UNITED COMMUNITIES 3650 FREMONT AVE NORTH MINNEAPOLIS MN 55412 410916478 501(C)(3) 571550 13521 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS PREPARE PROSPER 2610 UNIVERSITY AVE W SUITE 450 ST PAUL MN 55114 237131829 501(C)(3) 55750 479 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS PROJECT FOR PRIDE IN LIVING INC 1035 EAST FRANKLIN AVE MINNEAPOLIS MN 554042920 237232208 501(C)(3) 466450 4796 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS PROJECT SUCCESS 1 GROVELAND TER 300 MINNEAPOLIS MN 55403 411837278 501(C)(3) 10000 0 PROGRAM COSTS REVE ACADEMY 807 BROADWAY STREE NE SUITE 160 MINNEAPOLIS MN 55413 274148333 501(C)(3) 10000 0 PROGRAM COSTS SABATHANI COMMUNITY CENTER INC 310 EAST 38TH STREET SUITE 120 MINNEAPOLIS MN 554091300 410984859 501(C)(3) 330750 2025 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS SCIENCE MUSEUM OF MINNESOTA 120 W KELLOGG BLVD ST PAUL MN 55102 410706172 501(C)(3) 10000 0 PROGRAM COSTS SCOTT-CARVER-DAKOTA CAP AGENCY INC 738 1ST AVENUE EAST SHAKOPEE MN 55379 410903890 501(C)(3) 178350 6807 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS SEVEN HILLS PREPARATORY ACADEMY 8600 BLOOMINGTON AVE BLOOMINGTON MN 554251920 203107105 501(C)(3) 0 5635 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS SHAKOPEE AREA CHAMBER OF COMMERCE 145 FIRST AVENUE EAST SHAKOPEE MN 55379 411367856 501(C)(3) 15892 0 PROGRAM COSTS SHAKOPEE MDEWAKANTON SIOUX COMMUNITY 2330 SIOUX TRL NW PRIOR LAKE MN 55372 411690380 501(C)(3) 0 48820 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS SIMPSON HOUSING SERVICES INC 160 GLENWOOD AVENUE MINNEAPOLIS MN 55405 411759477 501(C)(3) 80750 11099 FAIR VALUE HOUSE SUPPLIES PROGRAM COSTS SOLID GROUND 3521 CENTURY AVENUE NORTH WHITE BEAR LAKE MN 551105689 363578158 501(C)(3) 105750 12592 FAIR VALUE BACKPACKS, SCHOOL SUPPLIES AND HOUSE SUPPLIES PROGRAM COSTS SOMALI SUCCESS SCHOOL 2812 EAST 26TH STREET MINNEAPOLIS MN 55406 203021208 501(C)(3) 130750 0 PROGRAM COSTS SOUTHERN MN REGIONAL LEGAL SVC INC 55 E 5TH ST STE 800 ST PAUL MN 55101 411316151 501(C)(3) 147650 0 PROGRAM COSTS SOUTHSIDE FAMILY NURTURING CENTER 2448 SOUTH 18TH ST MINNEAPOLIS MN 554044048 411274177 501(C)(3) 99750 0 PROGRAM COSTS ST DAVID'S CENTER FOR CHILD & FAMILY DEVELOPMENT 3395 PLYMOUTH ROAD MINNETONKA MN 55305 411429208 501(C)(3) 10000 2079 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS ST PAUL LABOR STUDIES & RESOURCE CENTER 353 WEST SEVENTH STREET SUITE 201 ST PAUL MN 55102 363569973 501(C)(3) 127080 0 PROGRAM COSTS ST PAUL PUBLIC SCHOOLS ISD 625 360 COLBORNE STREET ST PAUL MN 55102 410901311 GOVERNMENT 50000 14408 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS ST PAUL YOUTH SERVICES PO BOX 6486 ST PAUL MN 551066486 411316444 501(C)(3) 80750 1456 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS STEPPING STONE EMERGENCY HOUSING PO BOX 996 ANOKA MN 55303 203226868 501(C)(3) 28000 0 PROGRAM COSTS THE ALIVENESS PROJECT 3808 NICOLLET AVE S MINNEAPOLIS MN 55409 411593900 501(C)(3) 0 7400 FAIR VALUE HOUSE SUPPLIES PROGRAM COSTS THE BRIDGE FOR YOUTH 1111 WEST 22ND STREET MINNEAPOLIS MN 55405 410983062 501(C)(3) 172850 5393 FAIR VALUE BACKPACKS, SCHOOL SUPPLIES AND HOUSE SUPPLIES PROGRAM COSTS THE FAMILY PARTNERSHIP 1527 E LAKE STREET MINNEAPOLIS MN 55406 410693858 501(C)(3) 197950 7006 FAIR VALUE BACKPACKS, SCHOOL SUPPLIES AND HOUSE SUPPLIES PROGRAM COSTS THE GOOD ACRE 1790 LARPENTEUR AVE W FALCON HEIGHTS MN 55113 471663334 501(C)(3) 60000 0 PROGRAM COSTS THE LINK 1210 GLENWOOD AVE MINNEAPOLIS MN 55405 411920649 501(C)(3) 161150 12963 FAIR VALUE BACKPACKS, SCHOOL SUPPLIES AND HOUSE SUPPLIES PROGRAM COSTS THE SALVATION ARMY 2445 PRIOR AVE NORTH ROSEVILLE MN 551132714 410698597 501(C)(3) 0 21312 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS THINK SMALL PO BOX 64898 ST PAUL MN 551640898 411260581 501(C)(3) 25000 0 PROGRAM COSTS TOUCHSTONE MENTAL HEALTH 2312 SNELLING AVE MINNEAPOLIS MN 55404 411920740 501(C)(3) 0 14799 FAIR VALUE HOUSE SUPPLIES PROGRAM COSTS TUBMAN FAMILY ALLIANCE & CHRYSALIS 4432 CHICAGO AVE S MINNEAPOLIS MN 55407 411240048 501(C)(3) 178750 8074 FAIR VALUE BACKPACKS, SCHOOL SUPPLIES AND HOUSE SUPPLIES PROGRAM COSTS UJAMAA PLACE 1821 UNIVERSITY AVENUE W SUITE N187 ST PAUL MN 55104 271216065 501(C)(3) 160850 7790 FAIR VALUE BACKPACKS, SCHOOL SUPPLIES AND HOUSE SUPPLIES PROGRAM COSTS UNCOMMON CONSTRUCTION INC 3405 35TH AVENUE SOUTH MINNEAPOLIS MN 55406 473623284 501(C)(3) 80000 0 PROGRAM COSTS UNITED CAMBODIAN ASSOCIATION OF MN 1385 MENDOTA HEIGHTS RD INVER GROVE HEIGHTS MN 55120 411631017 501(C)(3) 85750 675 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS UNITED WAY OF CENTRAL MINNESOTA 921 1ST STREET NORTH SUITE 200 ST CLOUD MN 563034602 410915124 501(C)(3) 9500 0 PROGRAM COSTS UNITED WAY OF NORTHEASTERN MINNESOTA 608 EAST DRIVE CHISHOLM MN 55719 410908454 501(C)(3) 20000 0 PROGRAM COSTS URBAN ROOTS MN 1110 PAYNE AVENUE ST PAUL MN 55130 410975429 501(C)(3) 80750 2238 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS URBAN STRATEGIES 1000 OLSON MEMORIAL HWY MINNEAPOLIS MN 55411 431141027 501(C)(3) 105750 3924 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS VALLEY OUTREACH 1911 CURVE CREST BLVD W STILLWATER MN 55082 411452973 501(C)(3) 28000 0 PROGRAM COSTS VOLUNTEER LAWYERS NETWORK LTD 600 NICOLLET MALL STE 390A MINNEAPOLIS MN 554021605 410988459 501(C)(3) 28000 0 PROGRAM COSTS WAY TO GROW 201 IRVING AVENUE NORTH SUITE 100 MINNEAPOLIS MN 55405 710956749 501(C)(3) 134500 3289 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS WAYSIDE HOUSE 1600 UNIVERSITY AVENUE WEST SUITE 500 ST PAUL MN 55104 410873104 501(C)(3) 80750 568 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS WELLSHARE INTERNATIONAL 122 WEST FRANKLIN AVENUE SUITE 510 MINNEAPOLIS MN 55404 411397062 501(C)(3) 110750 3392 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS WINONA CHAMBER OF COMMERCE 902 E 2ND STREET SUITE 120 WINONA MN 55987 410616400 501(C)(6) 14500 0 PROGRAM COSTS WORKING PARTNERSHIPS INC 312 CENTRAL AVE SE SUITE 524 MINNEAPLOIS MN 55414 203244371 501(C)(3) 99901 0 PROGRAM COSTS YMCA OF THE NORTH - BEACONS 1711 WEST BROADWAY AVENUE MINNEAPOLIS MN 55411 452563299 501(C)(3) 0 5578 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS YOUTHLINK 41 NORTH 12TH ST MINNEAPOLIS MN 55403 411341773 501(C)(3) 309550 8074 FAIR VALUE BACKPACKS, SCHOOL SUPPLIES AND HOUSE SUPPLIES PROGRAM COSTS YOUTHPRISE 3001 BROADWAY STREET NE SUITE 330 MINNEAPOLIS MN 55413 274126970 501(C)(3) 55750 0 PROGRAM COSTS YWCA OF MINNEAPOLIS 1130 NICOLLET AVENUE MINNEAPOLIS MN 554032405 410693891 501(C)(3) 482350 2097 FAIR VALUE BACKPACKS AND SCHOOL SUPPLIES PROGRAM COSTS YWCA OF ST PAUL 375 SELBY AVE ST PAUL MN 551021790 410693892 501(C)(3) 254950 11123 FAIR VALUE BACKPACKS, SCHOOL SUPPLIES AND HOUSE SUPPLIES PROGRAM COSTS 162 5 PART I, LINE 2: UNITED WAY RUNS A RIGOROUS AND FAIR GRANT-MAKING PROCESS THAT IS OVERSEEN AND IMPLEMENTED BY UNITED WAY STAFF. MOST GRANT-MAKING PROCESSES ARE OPEN AND COMPETITIVE WHILE OTHERS ARE INVITE-ONLY BASED ON COMMUNITY INPUT AND DATA. NON-PROFITS MUST PROVIDE ANNUAL REPORTS ON IMPACT AND MUST BE IN COMPLIANCE WITH AGREED UPON TERMS AND CONDITIONS OF FUNDING AGREEMENTS. THE UNITED WAY BOARD OF DIRECTORS AND ITS COMMUNITY IMPACT COMMITTEE APPROVES THE GRANT MAKING STRATEGY. X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 JOHN WILGERS PRESIDENT AND CEO 388732 0 54309 0 5180 0 25741 0 32611 0 506573 0 0 0 ATHENA MIHAS CHIEF FINANCIAL OFFICER 191300 0 76 0 5202 0 13725 0 16536 0 226839 0 0 0 KRISTINA SALKOWSKI SVP ADVANCEMENT 188629 0 76 0 247 0 13204 0 2068 0 204224 0 0 0 JOSEPH MUNNICH EXECUTIVE DIRECTOR GEN NEX 181440 0 76 0 235 0 12701 0 1747 0 196199 0 0 0 SHANNON SMITH JONES SVP COMMUNITY IMPACT 179839 0 76 0 248 0 13246 0 40725 0 234134 0 0 0 MICHELLE DANIEL ASSOCIATE VP DEVELOPMENT 149391 0 10192 0 465 0 6838 0 14006 0 180892 0 0 0 JULI DURDA VP HUMAN RESOURCES & ADMINISTRATION 149321 0 81 0 3399 0 10913 0 35277 0 198991 0 0 0 SHERRY SANCHEZ TIBBETTS VP DIVERSITY, EQUITY & INCLUSION 164051 0 81 0 315 0 8323 0 14266 0 187036 0 0 0 MALA THAO VP INDIVIDUAL GIVING & DONOR DIVERSI 158399 0 81 0 217 0 10255 0 37913 0 206865 0 0 0 STEPHANNIE LEWIS ASSOCIATE VP - ADVOCACY & COMMUNITY 153751 0 3475 0 194 0 9660 0 15883 0 182963 0 0 0 MEGAN O'MEARA SENIOR DIRECTOR - HOLISTIC GRANT MAK 142966 0 81 0 168 0 10031 0 2726 0 155972 0 0 0 CERI STEER SENIOR DIRECTOR - IT 141264 0 81 0 1223 0 9251 0 4014 0 155833 0 0 0 X 90 997396 QUOTED MARKET PRICES X SPORT TICKETS/EVENTS/GOODS 5288 215772 FAIR VALUE X FUNDRAISING EVENT ITEMS 11 1102 FAIR VALUE 0 1 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE COMMUNITY'S MOST PRESSING NEEDS AND CREATE LASTING CHANGE FOR PEOPLE IN THE GREATER TWIN CITIES REGION, WITH A MISSION TO UNITE CHANGEMAKERS, ADVOCATE FOR SOCIAL GOOD AND DEVELOP SOLUTIONS TO ADDRESS THE CHALLENGES NO ONE CAN SOLVE ALONE. UNITED WAY'S EFFORTS IN HOUSING, FOOD, EDUCATION AND JOBS ARE GUIDED BY A VISION OF A COMMUNITY WHERE ALL PEOPLE THRIVE REGARDLESS OF INCOME, RACE OR PLACE. AS THE LARGEST NON-GOVERNMENTAL INVESTOR IN HUMAN SERVICES IN THE STATE, UNITED WAY TOUCHES THE LIVES OF OVER 500,000 PEOPLE EACH YEAR ACROSS THE GREATER TWIN CITIES. OVER THE PAST CENTURY, UNITED WAY HAS INVESTED MORE THAN $2 BILLION TO SUPPORT HUMAN SERVICES IN THE NINE-COUNTY REGION OF ANOKA, CARVER, CHISAGO, DAKOTA, HENNEPIN, ISANTI, RAMSEY, SCOTT, AND WESTERN WASHINGTON COUNTIES. FORM 990, PART III, LINE 2 UNITED WAY HAS HAD A GROWING ROLE IN ADMINISTERING GOVERNMENT FUNDS IN RECENT YEARS. IN 2024, UNITED WAY WAS AWARDED A CONTRACT FROM THE STATE OF MINNESOTA DEPARTMENT OF CHILDREN, YOUTH AND FAMILIES TO SERVE AS THE CENTRAL PAYMENT ADMINISTRATOR FOR THE STATE'S EARLY LEARNING SCHOLARSHIP PROGRAM. SERVING IN THIS ROLE IS CONSISTENT WITH UNITED WAY'S BELIEF THAT ACCESS TO QUALITY AND AFFORDABLE EARLY CHILDCARE SETS THE FOUNDATION FOR ACADEMIC SUCCESS, POSITIVE HEALTH OUTCOMES, AND LONG-TERM PROSPERITY. THE CONTRACT TOTALED $159,873,267, OF WHICH UNITED WAY, AS THE CENTRAL PAYMENT ADMINISTRATOR, WILL RETAIN $2,000,000 FOR REIMBURSEMENT OF COSTS INCURRED TO ADMINISTER THE CONTRACT WITH THE REST OF THE FUNDS BEING DISTRIBUTED TO CHILDCARE PROVIDERS ACROSS THE STATE OF MINNESOTA. THE STATE'S EARLY LEARNING SCHOLARSHIP PROGRAM INCREASES ACCESS TO HIGH-QUALITY EARLY CHILDHOOD PROGRAMS FOR CHILDREN, AGES BIRTH TO FOUR YEARS OLD, WITH THE HIGHEST NEEDS. TO ACCESS SCHOLARSHIP FUNDING, CHILDCARE PROVIDERS COMPLETE AN INVOICING PROCESS TO RECEIVE DIRECT PAYMENTS FOR CHILDCARE SERVICES PROVIDED TO FAMILIES WHO HAVE BEEN AWARDED EARLY LEARNING SCHOLARSHIPS. BELOW IS A FINANCIAL SUMMARY OF THE TOTAL FUNDS EXPENDED DURING THE YEAR ENDED DECEMBER 31, 2024: TOTAL CONTRACT $159,873,267 USE OF FUNDS IN 2024: COSTS TO ADMINISTER GRANT FUNDS $1,031,975 SCHOLARSHIPS DISBURSED TO PROVIDERS $39,318,989 TOTAL FUNDS EXPENDED $40,350,964 FUNDS REMAINING AS OF DECEMBER 31, 2024 $119,522,303 IN ITS ROLE AS CENTRAL PAYMENT ADMINISTRATOR, UNITED WAY IS ACTING AS AN AGENT IN DISTRIBUTING THE SCHOLARSHIP FUNDS TO CHILDCARE PROVIDERS. THEREFORE, THESE SCHOLARSHIP FUNDS ARE NOT RECORDED AS REVENUE OR EXPENSE TO THE UNITED WAY ON THE STATEMENT OF ACTIVITIES. THE $1,031,975 IN EXPENSES INCURRED TO ADMINISTER THE SCHOLARSHIP FUNDS HAS BEEN RECORDED AS GRANT REVENUE FROM THE STATE OF MINNESOTA IN GRANTS AND OTHER REVENUES, WITH THE CORRESPONDING EXPENSE INCLUDED WITHIN SUPPORTING SERVICES ON THE STATEMENT OF ACTIVITIES. BETWEEN THE INCEPTION OF THE CONTRACT ON JULY 1, 2024 AND DECEMBER 31, 2024, UNITED WAY SUCCESSFULLY: - DISBURSED $39,318,989 IN CHILDCARE SCHOLARSHIP FUNDS. - PROCESSED 10,369 CHILDCARE PROVIDER INVOICES FOR PAYMENT. - SERVED 10,080 CHILDREN. - SUPPORTED 1,307 CHILDCARE PROVIDERS AND PROGRAMS. FORM 990, PART VI, SECTION A, LINE 2 PETER FROSCH, DOMINIC IANNAZZO, MATT MARSH, AND ROB VISCHER - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE COMPLETED FORM 990 WITH MANAGEMENT. THE GOVERNANCE COMMITTEE REVIEWS AND APPROVES REQUIRED GOVERNANCE DISCLOSURES INCLUDED IN THE FORM 990. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS AND APPROVES REQUIRED DISCLOSURES REGARDING THE PROCESS FOLLOWED FOR DETERMINING COMPENSATION OF THE CEO AND SENIOR MANAGEMENT INCLUDED IN THE FORM 990. ONCE THESE REVIEWS HAVE BEEN PERFORMED, THE COMPLETED FORM 990 IS MADE AVAILABLE TO THE BOARD PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR, ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO SUBMIT A SIGNED CONFLICT OF INTEREST FORM TO THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE REVIEWS ALL SUBMISSIONS, AND IF NECESSARY, FOLLOWS UP ON ANY POSSIBLE CONFLICTS. IF THE CONFLICT IS DEEMED MATERIAL, A BOARD MEMBER WOULD BE ASKED TO STEP DOWN FROM THE BOARD OF DIRECTORS, PER OUR BYLAWS. IN THE CASE OF STAFF, STAFF ARE ASKED TO ELIMINATE ANY CONFLICTS OF INTEREST AS SOON AS MANAGEMENT IS MADE AWARE OF THEM. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIR OF THE BOARD, CHAIR OF THE FINANCE AND HUMAN CAPITAL COMMITTEE AND A DESIGNATED EXECUTIVE COMMITTEE BOARD MEMBER SERVE AS THE EXECUTIVE COMMITTEE COMPENSATION TASK FORCE. TOGETHER THEY WORK WITH THE ORGANIZATION'S HUMAN RESOURCES EXECUTIVE TO FACILITATE THE CEO'S PERFORMANCE REVIEW ANNUALLY. THE EXECUTIVE COMMITTEE COMPENSATION TASK FORCE SOLICITS FEEDBACK RELATIVE TO THE CEO'S PERFORMANCE RESULTS AGAINST THE UNITED WAY'S ANNUAL STRATEGIC PRIORITIES, ORGANIZATIONAL METRICS AND INDIVIDUAL PERFORMANCE GOALS, AS PREVIOUSLY AGREED UPON BY THE CHAIR OF THE BOARD AND CEO. THE EXECUTIVE COMMITTEE COMPENSATION TASK FORCE GATHERS FEEDBACK FROM EACH MEMBER OF THE BOARD OF DIRECTORS AND PROVIDES A RECOMMENDATION FOR THE CEO'S COMPENSATION AND BONUS TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL AFTER AGGREGATING AND COMMUNICATING PERFORMANCE RESULTS. MARKET COMPARABILITY DATA IS BENCHMARKED FROM AN EXTERNAL EXECUTIVE COMPENSATION CONSULTING FIRM. MARKET COMPARABILITY DATA INCLUDES COMPENSATION RANGES AND SUPPLEMENTAL BENEFITS ESTABLISHED FOR THE CEO AND KEY EXECUTIVES - CHIEF FINANCIAL OFFICER, SR. VICE PRESIDENT OF COMMUNITY IMPACT, SENIOR VICE PRESIDENT OF ADVANCEMENT, VICE PRESIDENT OF INDIVIDUAL GIVING AND DONOR DIVERSIFICATION, VICE PRESIDENT OF HUMAN RESOURCES, AND VICE PRESIDENT OF DIVERSITY, EQUITY & INCLUSION. MARKET COMPARABILITY DATA IS PROVIDED TO THE EXECUTIVE COMPENSATION TASK FORCE PRIOR TO MAKING RECOMMENDATIONS AND/OR APPROVING PAY AND BENEFITS DECISIONS. THE EXECUTIVE COMPENSATION TASK FORCE DETERMINES AND RECOMMENDS TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS APPROVAL OF THE FOLLOWING: - CEO'S TOTAL COMPENSATION AND SUPPLEMENTAL BENEFITS, AND - CEO'S PERFORMANCE GOALS AND OBJECTIVES FOR THE NEXT PERFORMANCE EVALUATION PERIOD. THE CHAIR OF THE EXECUTIVE COMPENSATION TASK FORCE REPORTS TO THE BOARD OF DIRECTORS AT THE SUBSEQUENT MEETING THE ACTIONS REPORTED AND RECOMMENDATIONS APPROVED BY THE EXECUTIVE COMMITTEE AND EXECUTIVE COMPENSATION TASK FORCE. THE EXECUTIVE COMPENSATION TASK FORCE DOCUMENTS THE BASIS FOR MAKING ITS DETERMINATION CONCURRENTLY WITH MAKING ITS DECISION. THE EXECUTIVE COMPENSATION TASK FORCE REVIEWS AND DISCUSSES KEY EXECUTIVES' COMPENSATION AND BENEFITS BASED ON THE CEO'S PERFORMANCE EVALUATION AND RECOMMENDATIONS FOR THESE EXECUTIVES. THE EXECUTIVE COMPENSATION TASK FORCE OBTAINS A RESONABLENESS OPINION FROM THE EXTERNAL EXECUTIVE COMPENSATION CONSULTING FIRM. THE RECOMMENDATIONS ARE THEN REVIEWED WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE UNITED WAY MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE AS WELL AS UPON REQUEST. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 146,645.