2025-02-20T09:50:48-07:00 2024-06-30 990 2023-07-01 416052144 ARROWHEAD ECONOMIC OPPORTUNITY AGENCY INCORPORATED ARRO 2187492912 702 3RD AVE S VIRGINIA MN 55792 Emily Celley Chief Financial Officer 2187487307 2025-02-20 1 2023 2025-03-06 01:10:19Z AEOA Emily Celley 702 3rd Ave S Virginia MN 55792 49872927 0 X AEOA.ORG X 1965 MN Arrowhead Economic Opportunty Agency (AEOA) strengthens communities by providing opportunities for people experiencing social and economic challenges 23 23 543 1800 0 0 36334438 38022042 10746275 11850885 0 0 0 0 47080713 49872927 0 0 0 0 22755031 25410561 0 0 57490 20389422 21752011 43144453 47162572 3936260 2710355 34722208 35687097 10518615 8465877 24203593 27221220 Arrowhead Economic Opportunity Agency (AEOA) strengthens communities by providing opportunities for people experiencing social and economic challenges. 0 0 9156221 10108059 Housing Services Mission: To build our communities by helping people meet their needs, have affordable, quality housing, and improve their quality of living. Our services are available in Cook, Lake, and St Louis Counties. The Housing Services provided include Energy Assistance, Single-Family Rehabilitation, Weatherization, Business Energy Retrofit, Downtown Business Rehabilitation. 11596664 0 19115340 Arrowhead Transit Mission: To provide affordable, safe, accessible public transportation and supports independent living and self-reliance. Services provided, public transportation which is handicap accessible, for the residents of ten counties in Minnesota, the counties are: Aitkin, Carlton, Chisago, Cook, Itasca, Isanti, Koochiching, Lake, Pine and St. Louis. We provide flexible and affordable routes in every county, including Dial-a-Ride in several cities. In addition to public transportation Arrowhead Transit coordinates a volunteer driver program to meet medical needs in Koochiching, Lake, Carlton, and St. Louis Counties 3328952 0 4909824 Senior Services Mission: To help older adults meet the demands of daily living and improve the quality of their lives. Our services offered are: Aging Eye Initiative, Arrowhead RSVP, Bone Builders Exercise Classes, Cruising to Wellness, Food Shelves, Grocery Delivery Service, Juniper - Healthy Living as you Age, Live Well at Home, Medical Equipment Loan Closet, Nutrition Services for Seniors including Bundled Services, Meals on Wheels, and Senior Dining sites, Northland Volunteer Services, Rutabaga Project, Senior Carnival, Senior Partners Care (20% Medicare Write-off), Supplemental Nutrition Assistance Program Outreach, and Tax Assistance. 5242939 0 6115550 Head Start Mission: To work with young children and families on healthy pre-natal and early childhood development, school readiness, and supporting their success in life. Some of the programs Arrowhead Head Start has are pre-school center based, pre-school home base, and Early Head Start Home based. 3555085 0 4260286 Employment and Training Mission: To enhance the employability and skills of individuals so that they may achieve their life goals. Some of the programs included are Adult Basic Education, Adult Scholarship Program, Career Pathways, Diversionary Work Program, Dislocated Worker Program, English Language Learning, Free at Last and Freestyle, Lives in Transition, Minnesota Family Investment Program, Senior Employment Programs, SSI/SSDI Outreach/Access and Recovery, Supplemental Nutrition Assistance Program Outreach and Employment Services, Youth Build. 5119637 0 5363868 Housing Resources Mission: To empower our communities by connecting people to programs that help them achieve their basic living needs, affordable housing, and improve their quality of living. Our services are available in Cook, Lake, and St Louis Counties. The Housing Resources provided include Emergency & Transitional Housing, Homeless Youth Housing, Homeownership Education & Financial Assistance, Homeless Prevention & Re-housing, Housing Support Services for Adults with Serious Mental Illness, MNSure Marketplace Assistance, and Permanent Supportive Housing. 13917661 0 15739704 37999498 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 158 0 1 543 1 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Emily Celley 2187487307 702 3RD AVE S VIRGINIA MN 55792 Scott Zahorik Executive Director 40 0 X X 151307 0 12105 Cathy Pazzelli Human Resources Director, Assistant Exec Director 40 0 X 136433 0 10465 Emily Celley Chief Financial Officer 40 0 X 118995 0 7140 Marilyn Ocepek Senior Services Director 40 0 X 113773 0 9102 David Johnson Housing Director 40 0 X 113082 0 6522 Jan Francisco Employment Director 40 0 X 111081 0 6522 Brandon Nurmi Transportation Director 40 0 X 105587 0 5931 Emily Simonson Planning Director 40 0 X 98053 0 4323 Gabriel Johnson Headstart Director 40 0 X 91191 0 0 Jesse Tweten Information Systems Director hired November 2024 40 0 X 52011 0 0 Jeff Kletscher Board Member-Chairperson 6 0 X X 0 0 0 Kevin Adee Board Member-First Vice-Chairperson 4 0 X X 0 0 0 Laura Perry Board Member-Second Vice-Chairperson 4 0 X X 0 0 0 Dana Waldron Board Member-Board Treasurer 6 0 X X 0 0 0 Cherri Averill-Manner Board Member - Secretary 4 0 X X 0 0 0 Ben DeNucci Board Member 2 0 X 0 0 0 Cathy Zelinski Board Member 2 0 X 0 0 0 David Abazs Board Member resigned December 2023 2 0 X 0 0 0 David Mills Board Member resigned December 2023 2 0 X 0 0 0 Gary Peterson Board Member 2.00 0.00 X 0 0 0 Keith Nelson Board Member 2 0 X 0 0 0 Laurie Westerlund Board Member resigned January 2023 2 0 X 0 0 0 Les Northrup Board Member 2 0 X 0 0 0 Michael Jugovich Board Member 2 0 X 0 0 0 Paul McDonald Board Member 2 0 X 0 0 0 Peter Walsh Board Member removed January 2023 2 0 X 0 0 0 Reggie Engebretson Board Member resigned August 2023 2 0 X 0 0 0 Robert Hietala Board Member 2 0 X 0 0 0 Romit Jha Board Member 2 0 X 0 0 0 Tina Koecher Board Member 2 0 X 0 0 0 Casey Venema Board Member 2 0 X 0 0 0 Derrick Goutermount Board Member 2 0 X 0 0 0 Michael Kearney Board Member 2 0 X 0 0 0 Gayle Goff Board Member seated October 2023 2 0 X 0 0 0 Michelle Miller Board member seated August 2023 2 0 X 0 0 0 Victoria Thorsen Board member seated December 2023 2 0 X 0 0 0 Jessica Poitra Board member resigned December 2023 2 0 X 0 0 0 Ricky Roche Board Member seated March 2023 2 0 X 0 0 0 1091513 0 62110 8 0 1 0 Max Gray Construction Inc PO Box 689 2501 5th Ave W Hibbing MN 55746 Construction 1243742 Norman's Up North Electric 422 16th St N Virginia MN 55792 Construction 260684 Schindler Elevator Corp PO Box 93050 Chicago IL 60673 Rehab 207004 General Heating & Mechanical Inc PO Box 16145 Duluth MN 55816 Construction 163890 Preferred Construction & Remodeling LLP PO Box 171 5712 Mountain Ave Mt Iron MN 55768 Construction 155760 11 0 0 0 0 38022042 0 0 38022042 Program Income 813319 11850885 11850885 0 0 0 0 0 0 11850885 0 0 0 0 0 0 49872927 11850885 0 0 1091513 1091513 17160004 13968872 3191132 675162 474341 200821 5036495 3654233 1382262 1447387 1101524 345863 105292 17775 87517 69667 17067 52600 7500 7500 731612 562988 168624 591254 64914 526267 73 1027870 532514 495300 56 557536 344736 212800 1729235 1387582 341653 1725896 1627054 98842 143856 94566 49290 25360 13730 11630 2002818 1654869 347949 414056 520325 -106269 Repair and Maintenance 2445764 2267590 178174 0 Client Services 7939622 7851246 31137 57239 Miscellaneous 2234673 1836072 398479 122 47162572 37999498 9105584 57490 10096537 8947937 6143759 6054626 1751549 727161 437616 574697 362687 422257 45772656 27183124 15677031 18589532 58930 75476 194099 295411 34722208 35687097 1946622 1436174 1723513 1056234 6848480 5973469 10518615 8465877 X 23944976 27006159 258617 215061 24203593 27221220 34722208 35687097 2710355 0 0 0 307272 0 X 1 X 1 X 1 1 1 X 34301349 34969254 39136123 47080713 49872927 205360366 34301349 34969254 39136123 47080713 49872927 205360366 205360366 205360366 1 1 X 1 0 -43556 0 0 0 215061 0 1 1 113399 0 113399 25230158 0 0 25230158 0 0 0 0 2682576 0 0 2682576 17746523 0 27183124 -9436601 18589532 Accrued Paid Leave 1562545 Current Portion, Operating Lease Liabilities 110542 Current Portion, Long Term Debt 35822 Deferred Revenue - Loans 727161 Deferred Compensation 75476 Operation Lease Liabilities, net of current portion 98955 Long-Term Debt, net of current portion 3362968 5973469 49872927 0 0 0 0 0 49872927 0 0 0 49872927 47162572 0 0 0 0 0 47162572 0 0 0 47162572 X 0 0 0 0 0 0 0 0 0 Scott Zahorik Executive Director 151307 0 0 0 0 0 12105 0 0 0 163412 0 0 0 Form 990, Part VI, Section B, Line 11b A draft of the audit ending with the fiscal year 06/30/2024 and the IRS form 990 are reviewed and discussed in detail at an Audit and Finance committee meeting. At a regular full board meeting each member of the board is provided a copy of the audit and the IRS form 990. Both documents are discussed and approved by the full board prior to filing the IRS 990 form. Form 990, Part VI, Section B, Line 12c Annually board members and key staff complete a conflict-of-interest questionnaire. At a minimum there is an annual discussion at a regular full board meeting discussing the conflict-of-interest policy. Identified conflicts are discussed with audit and finance committee, the executive director and other senior management. If deemed necessary additional procedure are put in place. Form 990, Part VI, Section B, Line 15 Every five (5) years a salary and benefit survey is completed to compile comparative compensation and benefit information to establish and justify appropriate salaries and benefits for all agency non-union employees. The Executive Director salary and compensation and benefit package (including salary, fringe, health and dental insurance) is reviewed annually by the governing board. Form 990, Part VI, Section C, Line 19 AEOA's governing documents are made available to the public on various websites and upon request at our main office located at 702 3rd Ave S, Virginia MN 55792. AEOA's audited financial statements, conflict of interest policy, whistle blower policy, and IRS form 990 are available on AEOA's website aeoa.org