2019-02-07T09:58:34-06:00 2018-06-30 420714325 RSM US LLP 310 BROADWAY AVENUE S SUITE 300 ROCHESTER MN 55904 990 2017-07-01 363454285 SOUTHERN MINNESOTA INITIATIVE FOUNDATION SOUT 5074553215 525 FLORENCE AVENUE OWATONNA MN 55060 BRIAN CONZEMIUS VICE PRESIDENT/CFO 5074553215 2019-02-06 1 DREW MULFORD P01733385 5072886476 108.171.132.188 2019-02-06 08:32:50 CS P 51648DF3F016A07101B322C7B6D3B46E178A7B30 51648DF3F016A07101B322C7B6D3B46E178A7B30 2017 2019-02-21 02:37:17Z BRIAN CONZEMIUS 525 FLORENCE AVENUE OWATONNA MN 55060 20047574 0 X HTTP://WWW.SMIFOUNDATION.ORG X 1986 MN PROMOTES REGIONAL ECONOMIC OPPORTUNITIES AND COLLABORATIONS WITH A FOCUS ON (CONT. ON SCH. O)ENTREPRENEURS AND EARLY CHILDHOOD DEVELOPMENT, BY PROVIDING GRANTS, LOANS AND TECHNICAL ASSISTANCE TO NONPROFITS, GOVERNMENT AGENCIES AND BUSINESSES. 13 13 47 0 0 0 6170191 4394846 234156 191577 1534132 4000792 0 0 7938479 8587215 1539005 1528659 0 0 1870907 1856585 0 0 196188 1481289 1198721 4891201 4583965 3047278 4003250 48959519 56088355 3466931 7326251 45492588 48762104 X SOUTHERN MINNESOTA INITIATIVE FOUNDATION IS A REGIONAL DEVELOPMENT AND PHILANTHROPIC ORGANIZATION THAT FOSTERS ECONOMIC AND COMMUNITY VITALITY IN 20 COUNTIES OF SOUTHERN MINNESOTA THROUGH A CULTURE OF COLLABORATION AND PARTNERSHIP, WITH A FOCUS ON ENTREPRENEURS AND EARLY CHILDHOOD DEVELOPMENT. 0 0 1449869 174000 17951 SOUTHERN MINNESOTA INITIATIVE FOUNDATION PROVIDES GRANTS, LOANS AND TECHNICAL ASSISTANCE TO BUSINESSES, LOCAL GOVERNMENTS AND NONPROFIT ORGANIZATIONS THAT ACCELERATE THE CREATION OF NEW BUSINESSES AND INNOVATIVE VENTURES THAT WILL SHAPE OUR ECONOMY THROUGH PARTNERSHIPS IN OUR REGION. 1945088 577380 9275 SOUTHERN MINNESOTA INITIATIVE FOUNDATION PROVIDES GRANTS, EDUCATIONAL RESOURCES AND TECHNICAL ASSISTANCE TO LOCAL GOVERNMENTS, COMMUNITY PARTNERSHIPS AND NONPROFIT ORGANIZATIONS IN EARLY CHILDHOOD EDUCATION. THE EARLY CHILDHOOD PROGRAM PROVIDES RESOURCES THAT STRENGTHEN EARLY CHILDHOOD EFFORTS SO THAT YOUNG CHILDREN WILL HAVE A HEALTHY LIFE OF LEARNING, ACHIEVING AND SUCCEEDING. 324446 95470 15075 SOUTHERN MINNESOTA INITIATIVE FOUNDATION ADMINISTERS THE AMERICORPS-SOUTHERN MINNESOTA GRANT FOCUSING ON EARLY CHILDHOOD. SUPPORTED AMERICORPS MEMBERS SERVE IN NON-PROFITS THROUGHOUT THE 20 COUNTY AREA WORKING WITH PRESCHOOL CHILDREN ON EARLY LITERACY, SOCIAL-EMOTIONAL, AND SCHOOL READINESS SUPPORT. 80411 681809 COMMUNITY FOUNDATIONS & AFFILIATE FUNDS(FISCAL HOST). 80411 681809 3799814 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 35 0 1 47 1 0 0 0 0 0 1 1 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MN X BRIAN CONZEMIUS 5074553215 525 FLORENCE AVENUE OWATONNA MN 55060 JUNE REINEKE SECRETARY 2.00 X X 0 0 0 JENNIFER SAWYER CHAIR 2.00 X X 0 0 0 LISA CLARKE BOARD MEMBER 2.00 X 0 0 0 FRED KRAHMER VICE CHAIR 2.00 X X 0 0 0 DAVID KRUEGER MEMBER AT LARGE 2.00 X X 0 0 0 ADENUGA ATEWOLOGUN MEMBER AT LARGE 2.00 X X 0 0 0 CYNTHIA SCHEID TREASURER 2.00 X X 0 0 0 SUE HARRIS BOARD MEMBER 2.00 X 0 0 0 JOHN PETERSON BOARD MEMBER 2.00 X 0 0 0 COREY MENSINK BOARD MEMBER 2.00 X 0 0 0 CARISSA BUEGLER BOARD MEMBER 2.00 X 0 0 0 CASSIE HARRINGTON BOARD MEMBER 2.00 X 0 0 0 LISA HUGHES BOARD MEMBER 2.00 X 0 0 0 TIMOTHY PENNY PRESIDENT/CEO 40.00 X 158421 0 36786 BRIAN CONZEMIUS VICE PRESIDENT/CFO 40.00 X 107137 0 26618 PAMELA BISHOP VP OF ECONOMIC DEVELOPMENT 40.00 X 104046 0 25481 369604 0 88885 3 0 1 0 0 45167 501007 3848672 421674 4394846 LOAN INTEREST 900099 191577 191577 191577 1057562 1057562 14373170 11429940 2943230 2943230 2943230 30419 45167 30419 0 8587215 191577 0 4000792 1464324 1464324 64335 64335 328963 154072 159154 15737 1181213 991766 99411 90036 45409 34586 7113 3710 196932 165853 14581 16498 104068 78972 17741 7355 3813 2139 1674 38319 4588 33731 196299 196299 235975 229569 6406 33696 23512 308 9876 174474 140724 15663 18087 24690 15841 2392 6457 71490 55903 8513 7074 85802 79361 6441 13054 13054 26318 20046 4122 2150 22813 20797 1325 691 BAD DEBTS 84865 84865 OPERATING EXPENSES 80411 80411 OTHER EXPENSES 34818 30492 2439 1887 TRAINING 27379 24727 1572 1080 44505 19877 21925 2703 4583965 3799814 587963 196188 3152070 3383637 3445887 2339519 3425996 2944238 37559 37827 1105648 575680 507624 529968 38373615 46838875 16768 14291 48959519 56088355 136768 159879 95313 70314 352000 435469 2683616 2443165 199234 4217424 3466931 7326251 X 2997100 3267206 21134746 23762151 21360742 21732747 45492588 48762104 48959519 56088355 4003250 -733734 0 X X 0 1 X 1 0 X 2470285 2688062 4426529 6170191 4394846 20149913 2470285 2688062 4426529 6170191 4394846 20149913 6018481 14131432 689364 696825 677512 666400 1057562 3787663 23937576 1148968 0.59030 0.56100 X 0 1 0 1 15 0 0 1 960 0 0 975 0 10 1173615 51125 2994775 1 1 35194060 868290 2506503 1251569 37317284 31115350 633376 3537930 92596 35194060 32125746 874139 -588445 1296090 31115350 32219862 918503 71166 1083785 32125746 27962516 811358 4589145 1143157 32219862 0.00000 0.58000 0.42000 0 0 744825 316263 428562 280823 244064 36759 80000 15353 64647 529968 OTHER INVESTMENTS 46838875 F 46838875 REFUNDABLE ADVANCES 80231 LINE OF CREDIT 25942 ASSETS HELD FOR OTHERS 4111251 4217424 X 7657182 -733734 -196299 -930033 8587215 0 8587215 4387666 0 4387666 196299 196299 4583965 PART V, LINE 4: THE FOUNDATION HAS DEVELOPED A SPENDING POLICY WHICH USES UP TO 5% OF ITS ENDOWMENT BALANCE ANNUALLY TO SUPPORT ITS PROGRAMS AND ACTIVITIES. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES AS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR INCOME ON CERTAIN UNRELATED BUSINESS INCOME. AT JUNE 30, 2018, THERE IS NO MATERIAL AMOUNT OF UNRELATED BUSINESS INCOME. THE FOUNDATION IS ALSO EXEMPT FROM STATE INCOME TAXES UNDER APPLICABLE MINNESOTA STATUTES. EFFECTIVE JULY 1, 2009, THE FOUNDATION ADOPTED THE PROVISIONS OF ASC 740, INCOME TAXES, RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (PREVIOUSLY FIN 48). THESE PROVISIONS CLARIFY THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS IN ACCORDANCE WITH ASC 740. THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE STANDARD ALSO PROVIDES GUIDANCE ON DERECOGNITION OF TAX BENEFITS, CLASSIFICATION ON THE BALANCE SHEET, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THE INTERPRETATION REQUIRES THAT THE ENTITY RECOGNIZE IN THE FINANCIAL STATEMENTS THE IMPACT OF A TAX POSITION IF THAT POSITION WILL MORE LIKELY THAN NOT BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. IN EVALUATING WHETHER A TAX POSITION HAS MET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE ENTITY SHOULD PRESUME THAT THE POSITION WILL BE EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. A TAX POSITION THAT MEETS THE MORE-LIKELY-THAN-NOT THRESHOLD IS MEASURED TO DETERMINE THE AMOUNT OF BENEFIT TO RECOGNIZE IN THE FINANCIAL STATEMENTS. THE TAX POSITION IS MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT. INCOME TAX POSITIONS MUST MEET A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AT THE EFFECTIVE DATE TO BE RECOGNIZED UPON THE ADOPTION OF THESE PROVISIONS AND IN SUBSEQUENT PERIODS. THE ADOPTION OF THE ASC 740 PROVISIONS HAD NO IMPACT ON THE FINANCIAL STATEMENTS. AT JUNE 30, 2018 THE FEDERAL AND MINNESOTA TAX RETURNS FOR THE FOUNDATION ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR THE YEARS 2015 TO 2017. AT JUNE 30, 2018, THE FOUNDATION DID NOT RECORD LIABILITIES FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH REVENUE -196,299. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH REVENUE 196,299. SVACF ANNUAL BANQUET 22295 13649 8646 7802 844 PIE CHIPPE SHOPPE 23156 10298 12858 12858 1 30135 21220 8915 4237 4678 75586 45167 30419 12039 18380 30419 0 1 A CHANCE TO GROW 1800 2ND ST NE MINNEAPOLIS MN 55418 411444113 501C3 20000 TRANSFORMING LEARNING READINESS IN SOUTHERN MINNESOTA: EMBED SMART PRE-K LEARNING READINESS STRATEGY ALLINA ASSOCIATED FDN DBA OWATONNA HOSPITAL FOUNDATION 2250 26TH ST NW OWATONAA MN 55060 274116873 501C3 15000 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS BLOOMING PRAIRIE PUBLIC SCHOOLS 123 2ND ST NW BLOOMING PRAIRIE MN 55917 416004108 SCHOOL/EDUCATION 12020 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS BOYS & GIRLS CLUB OF ROCHESTER 1026 CENTER ST E ROCHESTER MN 55904 411945875 501C3 5000 READY TO READ - READING READINESS PROGRAM FOR DISADVANTAGED 5 YR OLDS TO PREPARE THEM TO READ BROWN COUNTY PUBLIC HEALTH 1117 CENTER ST NEW ULM MN 56073 416005765 GOVERNMENT 8250 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS CHATFIELD CENTER FOR THE ARTS 405 MAIN ST S CHATFIELD MN 55923 452317004 501C3 10000 COMMUNITY ENGAGEMENT AND PROGRAM PLANNING INITIATIVE CHURCH OF ST ANNE OF LE SUEUR 217 3RD ST N LE SUEUR MN 56058 410724077 501C3 17000 COMMUNITY FOUNDATION SUPPORT FOR SCHOOL BUILDING IMPROVEMENTS AND CLASSROOM TEXTBOOKS CITY OF BLUE EARTH 125 6TH ST W BLUE EARTH MN 560130038 416004991 GOVERNMENT 8560 COMMUNITY FOUNDATION SUPPORT FOR COMMUNITY BUTTERFLY GARDEN & SWIMMING POOL PASSES FOR AREA CHILDREN CITY OF BLUE EARTH 125 6TH ST W BLUE EARTH MN 560130038 416004991 GOVERNMENT 10000 COMMUNITY MARKETING PROJECT - DEVELOP AND IMPLEMENT MEDIA MARKETING CAMPAIGN FOR BLUE EARTH CITY OF ELLENDALE 106 6TH AVE W ELLENDALE MN 56026 416005127 GOVERNMENT 9727 ELLENDALE COMMUNITYCENTER BUILDING STAGE 1 PROJECT CITY OF FAIRMONT 100 DOWNTOWN PLZ FAIRMONT MN 56031 416005147 GOVERNMENT 41531 FAIRMONT COMMUNITY CENTER FEASABILITY STUDY CITY OF HARMONY 225 3RD AVE SW HARMONY MN 559390488 416005218 GOVERNMENT 8000 COMMUNITY FOUNDATION SUPPORT FOR 4TH OF JULY CELEBRATION/STUDENT INTERNSHIP PROGRAM/GOLDEN HAPPENINGS CITY OF HARMONY 225 3RD AVE SW HARMONY MN 559390488 416005218 GOVERNMENT 21500 COMMUNITY FOUNDATION SUPPORT FOR FIREFIGHTER'S MEMORIAL AND EMERGENCY HELI-PAD CITY OF HOUSTON 105 MAPLE ST W HOUSTON MN 55943 416005248 GOVERNMENT 10000 STORIES: YES HOUSTON. AREA YOUTH COLLABORATE TO CREATE MULTIMEDIA EXHIBIT "THE WAY WE WORKED" CITY OF MAPLETON 104 2ND AVE NE MAPLETON MN 56065 416005347 GOVERNMENT 19045 COMMUNITY FOUNDATION SUPPORT FOR HIGHWAY 22 VETERANS MONUMENT CITY OF MAPLETON 104 2ND AVE NE MAPLETON MN 56065 416005347 GOVERNMENT 2000 SPLASH PAD MAPLETON CF: MATCHING GRANT CITY OF MEDFORD 408 2ND AVE SE MEDFORD MN 55049 416008096 GOVERNMENT 25000 COMMUNITY GROWTH INITIATIVE: COMMUNITY VISIONING, PROJECT IMPLEMENTATION AND SUSTAINABLE OPERATION CITY OF SLEEPY EYE 200 MAIN ST E SLEEPY EYE MN 56085 416005545 GOVERNMENT 10000 REHABILITATION OF OF COMMUNITY PLAYGROUND CITY OF ST CHARLES 830 WHITEWATER AVE ST CHARLES MN 55972 416005513 GOVERNMENT 9995 GREEN SPACE INITIATIVE - DEVELOP VACANT GREEN SPACE INTO A FUNCTIONAL COMMUNITY SPACE CITY OF WABASHA 900 HIAWATHA DR E WABASHA MN 559810262 416005601 GOVERNMENT 9000 COMMUNITY FOUNDATION SUPPORT FOR SWIMMING POOL PASS SCHOLARSHIPS FOR AREA CHILDREN CITY OF WINONAWINONA PORT AUTHORITY 207 LAFAYETTE WINONA MN 55987 416005651 GOVERNMENT 10000 TOOLBOX ENTREPRENEUR TRAINING SESSIONS: LECTURES, TRAININGS AND ONE-ON-ONE LEARNING OPPORTUNITIES FOR ENTREPRENEURS DOVER EYOTA PUBLIC SCHOOLS 27 KNOWLEDGE RD SW EYOTA MN 55934 416002834 SCHOOL/EDUCATION 20000 CREATING A MODEL FOR EARLY CHILDHOOD LITERACY EXCHANGE CENTER FOR FAMILY UNITY 209 BRIDGE ST W OWATONAA MN 55060 363305404 501C3 20000 PARENT MENTOR - IN HOME MENTORING WITH PARENTS OF CHILDREN 0-5 YEARS OF AGE TO TEACH PARENTING SKILLS FAIRMONT AREA SCHOOLS 714 VICTORIA ST FAIRMONT MN 56031 411833686 SCHOOL/EDUCATION 8125 MARTIN COUNTY ECDN 2ND YR STIPEND & PROJECT FUNDS FAMILIES FIRST OF MINNESOTA 126 WOODLAKE DR SE ROCHESTER MN 55904 410987753 501C3 13600 CAPACITY BUILDING GRANT FOR EARLY CHILDHOOD PROGRAMS IN SOUTHERN MINNESOTA FARIBAULT DIVERSITY COALITION 324 CENTRAL AVE FARIBAULT MN 55021 680504271 501C3 15000 PROMOTE ECONOMIC GROWTH BY PROVIDING CO-WORKING SPACE FOR START-UP ENTREPRENEURS AND SMALL BUSINESSES FARIBAULT PUBLIC SCHOOLS 930 4TH AVE NW FARIBAULT MN 55021 416003618 SCHOOL/EDUCATION 6750 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS FILLMORE CENTRAL SCHOOLS 702 CHATFIELD ST PRESTON MN 559650050 411809022 SCHOOL/EDUCATION 12000 COMMUNITY FOUNDATION SUPPORT FOR MINI FALCONS PLAYSCAPE PLAYGROUND FILLMORE CENTRAL SCHOOLS 702 CHATFIELD ST PRESTON MN 559650050 411809022 SCHOOL/EDUCATION 18500 COMMUNITY FOUNDATION SUPPORT FOR SCHOOL PROGRAMS INCLUDING SCOREBOARD/MINI FALCONS PLAYSCAPE/IRON POUR INSTALLATION ART FILLMORE CENTRAL SCHOOLS 702 CHATFIELD ST PRESTON MN 559650050 411809022 SCHOOL/EDUCATION 2250 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS FILLMORE COUNTY PUBLIC HEALTH DEPARTMENT 902 HOUSTON ST NW STE 2 PRESTON MN 55965 416005794 GOVERNMENT 7500 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS FIRST CHILDRENS FINANCE 111 3RD AVE S STE 220 MINNEAPOLIS MN 55401 411694837 501C3 30000 QUALITY CHILD CARE PROVIDERS TRAINING IN SOUTHERN MINNESOTA FORECAST PUBLIC ARTWORKS 2300 MYRTLE AVE 160 ST PAUL MN 55114 411361351 501C3 50000 PLANNING HEALTHY CITIES THROUGH CERTIFIED PLACEMAKING AND PUBLIC ART FREEBORN COUNTY PUBLIC HEALTH 411 S BROADWAY ALBERT LEA MN 56007 416005795 GOVERNMENT 5625 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS GIBBON-FAIRFAX-WINTHROP SCHOOLS 323 11TH ST E GIBBON MN 55335 411721703 SCHOOL/EDUCATION 21500 EARLY CHILDHOOD INITIATIVE COALITION FOR COMMUNITY VISIONING, PROJECT IMPLEMENTATION AND SUSTAINABLE OPERATION HARMONY AREA HISTORICAL SOCIETY 15 2ND ST NW HARMONY MN 55939 342045684 501C3 12785 COMMUNITY FOUNDATION SUPPORT FOR HISTORIC GRAIN ELEVATOR RESTORATION AND COMPUTER UPGRADE HARMONY PUBLIC LIBRARY 225 3RD AVE SW HARMONY MN 559390488 416005218 GOVERNMENT 7000 COMMUNITY FOUNDATION SUPPORT FOR PUBLIC LIBRARY PATIO IMPROVEMENTS AND RESTORATION WORK HEATHER CURLING CLUB 315 SILVER ST W MAPLETON MN 56065 416037472 501C3 5000 COMMUNITY FOUNDATION SUPPORT FOR YOUTH CURLING EDUCATION KASSON-MANTORVILLE SCHOOLS 101 16TH ST NE KASSON MN 55944 416008530 SCHOOL/EDUCATION 7500 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS KENYON-WANAMINGO SCHOOLS 225 3RD AVE WANAMINGO MN 55983 411780357 SCHOOL/EDUCATION 3000 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS KENYON-WANAMINGO SCHOOLS 225 3RD AVE WANAMINGO MN 55983 411780357 SCHOOL/EDUCATION 12439 COMMUNITY FOUNDATION SUPPORT FOR COMMUNITY BALL FIELD IMPROVEMENTS LAKE CRYSTAL WELLCOME MEMORIAL SCHOOL DISTRICT 607 KNIGHTS LN LAKE CRYSTAL MN 56055 411680296 SCHOOL/EDUCATION 5625 BLUE EARTH & NICOLLET COUNTY EARLY CHILDHOOD DENTAL NETWORK PROGRAMS LAKE CRYSTAL WELLCOME MEMORIAL SCHOOL DISTRICT 607 KNIGHTS LN LAKE CRYSTAL MN 56055 411680296 SCHOOL/EDUCATION 17625 PROJECT COHERENCE: A COMPREHENSIVE PLAN FOR BIRTH-GRADE 3, WITH FOCUS ON PREK-GRADE 3 ALIGNMENT LANESBORO PUBLIC LIBRARY 202 PARKWAY AVE S LANESBORO MN 55949 342037325 GOVERNMENT 7500 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS LANESBORO PUBLIC SCHOOLS 100 KIRKWOOD ST E LANESBORO MN 55949 416001127 SCHOOL/EDUCATION 8838 SOCIAL-EMOTIONAL LEARNING CURRICULUM ALIGNMENT MANKATO KIWANIS FOUNDATION 100 WARREN ST STE 400 MANKATO MN 56001 411908825 501C3 75000 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS MARTIN COUNTY WEST SCHOOLS 105 5TH ST E SHERBURN MN 56171 411716840 SCHOOL/EDUCATION 13331 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS MINNESOTA VALLEY ACTION COUNCIL 706 VICTORY DR N MANKATO MN 56001 416050353 501C3 15387 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS NEW PRAGUE AREA SCHOOLS 410 CENTRAL AVE N NEW PRAGUE MN 56071 416003815 SCHOOL/EDUCATION 10000 CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS NEW PRAGUE AREA SCHOOLS 410 CENTRAL AVE N NEW PRAGUE MN 56071 416003815 SCHOOL/EDUCATION 10000 "CONCEPTS OF KINDNESS" TEACHING SOCIAL EMOTIONAL SKILLS/EARLY CHILDHOOD PROGRAMMING NEW ULM PUBLIC SCHOOLS 910 14TH ST N NEW ULM MN 56073 416000373 SCHOOL/EDUCATION 7500 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS NORTHFIELD PUBLIC SCHOOLS 201 ORCHARD ST S NORTHFIELD MN 55057 416008327 SCHOOL/EDUCATION 17200 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS OWATONNA CHAMBER FOUNDATION 320 HOFFMAN DR OWATONAA MN 55060 363319497 501C3 24671 OWATONNA FORWARD COMMUNITY PROJECT PLAINVIEW ELGIN MILLVILLE COMMUNITY SCHOOL DISTRICT 500 BROADWAY W PLAINVIEW MN 55964 331134777 SCHOOL/EDUCATION 9470 COMMUNITY FOUNDATION SUPPORT FOR SCHOOL PROGRAMS RED WING IGNITE 419 BUSH ST RED WING MN 55066 461469707 501C3 20000 IGNITING SOUTHERN MINNESOTA - UNIFY ENTREPRENEURIAL ACTIVITY THROUGH THE REGION REGION NINE DEVELOPMENT COMMISSION 10 CIVIC CENTER PLZ STE 3 MANKATO MN 56002 410995425 501C3 10000 FEAST! SMART START PROGRAM; SUPPORT FOR INDIVIDUAL FARM AND FOOD ENTREPRENEURS RIDGEWAY SCHOOL 35564 WINONA CO RD 12 RIDGEWAY MN 55943 412015115 SCHOOL/EDUCATION 6083 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS ROCHESTER PUBLIC LIBRARY 101 2ND ST SE ROCHESTER MN 55904 416005494 GOVERNMENT 19500 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS RUSHFORD-PETERSON SCHOOL 102 N MILL ST RUSHFORD MN 55971 411655958 SCHOOL/EDUCATION 22272 PARTNERS IN EDUCATION FUND SUPPORT FOR STUDENT PROGRAMS RUSHFORD-PETERSON SCHOOLS 1000 PINE MEADOWS LN RUSHFORD MN 55971 411655958 SCHOOL/EDUCATION 23365 COMMUNITY FOUNDATION SUPPORT FOR STUDENT PROGRAMS AND MUSICAL INSTRUMENTS RUSHFORD-PETERSON SCHOOLS 1000 PINE MEADOWS LN RUSHFORD MN 55971 411655958 SCHOOL/EDUCATION 33638 COMMUNITY FOUNDATION SUPPORT FOR INSTALLATION OF NEW BLEACHERS SAINT CHARLES PUBLIC SCHOOLS 925 CHURCH AVE ST CHARLES MN 55972 416004727 SCHOOL/EDUCATION 5798 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS SAINT JAMES PUBLIC SCHOOLS 500 3RD AVE S ST JAMES MN 56081 416004625 SCHOOL/EDUCATION 10000 UNITING CULTURES/UNIENDO CULTURAS. WORKING TOWARDS TOLERANCE, ACCEPTANCE AND CELEBRATION OF DIVERSITY. SHELDON THEATRE 443 3RD ST W RED WING MN 55066 416005482 501C3 5000 COMMUNITY FOUNDATION SUPPORT FOR COMMUNITY THEATER SUMMER PROGRAMS SIBLEY COUNTY 400 COURT AVE GAYLORD MN 55334 416005897 GOVERNMENT 10000 HENDERSON CREATIVE ECONOMY COMMUNITY SPRING GROVE PUBLIC SCHOOL 113 2ND AVE NW SPRING GROVE MN 55974 416001501 SCHOOL/EDUCATION 10000 SPRING GROVE SCHOOL COMMUNITY MAKERSPACE PROGRAM SUSTAINABLE FARMING ASSOCIATION OF MN 4924 UPTON AVE S MINNEAPOLIS MN 55410 411671891 501C3 10000 CANNON VALLEY GROWN: PROMOTE AND STRENGTHEN THE LOCAL FOODSHED IN THE AREA THROUGH TARGETED TRAINING AND DEVELOPMENT OF STRONG ONLINE AND PHYSICAL PRESENCE THREE RIVERS COMMUNITY ACTION INCORPORATED 1651 JEFFERSON PKWY NORTHFIELD MN 55057 410906178 501C3 6750 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS TRI-CITY UNITED PUBLIC SCHOOLS 101 2ND ST NE MONTGOMERY MN 56069 453740004 SCHOOL/EDUCATION 10000 CZECH HERITAGE TRAIL FEASIBILITY STUDY TO CONNECT COMMUNITIES WITH A WALK, HIKE, BIKE AND WINTER ACTIVITY TRAIL WATONWAN COUNTY HUMAN SERVICES 715 2ND AVE S ST JAMES MN 56081 416005922 GOVERNMENT 10000 REACH OUT - CONNECT FAMILIES WITH LIMITED EDUCATION WITH RESOURCES AND EDUCATIONAL OPPORTUNITIES WATONWAN COUNTY HUMAN SERVICES 715 2ND AVE S ST JAMES MN 56081 416005922 GOVERNMENT 6750 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS WELLCOME MANOR FAMILY SERVICES 114 PLEASANT ST W GARDEN CITY MN 56034 208341986 501C3 7500 FMV BOOKS CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS WELLCOME MANOR FAMILY SERVICES 114 PLEASANT ST W GARDEN CITY MN 56034 208341986 501C3 18500 EDUCATION OF SOCIAL/EMOTIONAL SKILLS TO STAFF, PARENTS AND CHILDREN WYKOFF VETERANS MEMORIAL PARK FUND INC PO BOX 233 WYKOFF MN 55990 473890892 501C3 52804 COMMUNITY FOUNDATION SUPPORT FOR COMMUNITY VETERANS MEMORIAL 23 51 SCHOLARSHIPS 7 17000 HARDSHIP ASSISTANCE 31 47335 PART I, LINE 2: THE FOUNDATION PROVIDES GRANTS ON AN OPEN APPLICATION BASIS. THE REQUIREMENTS TO APPLY FOR GRANTS ARE POSTED ON THE SMIF WEBSITE, AND ALSO ON THE RFP'S THAT ARE SENT OUT. THE FOUNDATION ALSO PROVIDES ASSISTANCE TO GRANT APPLICANTS AS NEEDED. THE FOUNDATION APPROVES GRANTS BASED ON THE REQUIREMENTS LISTED FOR THE APPLICATION, AND ALSO BASED ON ORGANIZATIONAL GUIDELINES AND BUDGET CONSTRAINTS. THE FOUNDATION REQUIRES THE APPLICANT TO FILL OUT AN APPLICATION AND UPON APPROVAL WILL NOTIFY THE APPLICANT, HAVE THEM SIGN A CONTRACT AND THE FOUNDATION WILL REQUIRE ON-GOING CORRESPONDENCES, SITE VISITS AND FINAL REPORTS DEMONSTRATING DOLLARS WERE SPENT ACCORDING TO THE FOUNDATION GRANT GUIDELINES. X X 0 0 0 0 0 0 0 0 0 TIMOTHY PENNY PRESIDENT/CEO 158421 0 0 0 0 0 7046 0 29740 0 195207 0 0 0 X 420262 FMV X 2 51642 FMV X 1 883810 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE 990 IS THEN MADE AVAILABLE FOR THE BOARD MEMBERS TO REVIEW AND THE FINANCE COMMITTEE'S APPROVAL IS RATIFIED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST FORM YEARLY. ALL BOARD AND COMMITTEE MEETINGS BEGIN WITH THE CONFLICT OF INTEREST STATEMENT "ASKING THE BOARD AS A WHOLE IF THERE ARE ANY CONFLICTS OF INTERESTS." THE EXECUTIVE COMMITTEE MONITORS ANY CONFLICTS ON AN ON-GOING BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR SETTING AND REVIEWING THE PRESIDENT/CEO COMPENSATION AND REVIEW. THE EXECUTIVE COMMITTEE LEADS AN ANNUAL REVIEW OF THE PRESIDENT/CEO AND PRESENTS ITS FINDINGS TO THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE THEN USES BENCHMARK INFORMATION FROM SIMILAR ORGANIZATIONS AND BUDGETING CONSTRAINTS TO SET THE PRESIDENT/CEO'S ANNUAL SALARY INCREASE. THE EXECUTIVE COMMITTEE ALSO, AS NEEDED, USES OUTSIDE CONSULTANTS IN GATHERING THIS DATA. THE PRESIDENT/CEO COMPLETES THE REVIEW PROCESS AND SALARY ADJUSTMENTS FOR ALL SENIOR STAFF ALONG WITH THE VICE PRESIDENT AND CFO. THE INCREASES ARE BASED ON THE BUDGETARY LIMITS AND IN-LINE WITH YEARLY CPI INCREASES. BENCHMARKING DATA IS ALSO GATHERED FROM SIMILAR ORGANIZATIONS AND AN OUTSIDE CONSULTANT IS USED ON AND AS NEEDED BASIS TO DETERMINE RELEVANT BENCHMARKING DATA. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS GIVEN ON OUR WEBSITE FOR REQUESTS AND THE CFO WILL MAKE ANY DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PAGE 12, PART XII LINE 2C: THE FINANCE COMMITTEE APPROVES AND MANAGES THE AUDITOR SELECTION AND PROCESS YEARLY. THE FOUNDATION COMMITTEE MEETS WITH THE AUDITOR PRIOR TO ENGAGEMENT TO ANSWER ANY QUESTIONS OR CONCERNS RELATED TO THE UPCOMING AUDIT, AT THAT POINT THE FINANCE COMMITTEE APPROVES THE AUDITOR SELECTION FOR THE YEAR. THE COMMITTEE WILL THEN HAVE ON-GOING COMMUNICATION WITH THE AUDIT TEAM AS NECESSARY AND WILL MEET WITH THE AUDITOR UPON COMPLETION OF THE AUDIT FOR REVIEW AND FINAL APPROVAL OF THE AUDIT REPORT. THE BOARD WILL ALSO, REVIEW AND MEET WITH THE AUDITOR AFTER THE AUDIT IS COMPLETED.