UNITED WAY OF STEELE COUNTY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF STEELE COUNTY (EIN 23-7366680)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-03
- IRS object ID
- 201602169349300415
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-03T08:57:40-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 217 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237366680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF STEELE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5074551180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 N CEDAR AVE PO BOX 32 | AddressLine1Txt |
| City | OWATONNA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM SCHAUFENBUEL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5074551180 | PhoneNum |
| Signature | 2016-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DALE BUYTAERT | PreparerPersonNm |
| PTIN | P00625088 | PTIN |
| Phone | 5074347000 | PhoneNum |
| Preparation | 2016-06-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIM SCHAUFENBUEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 N CEDAR AVE PO BOX 32 | AddressLine1Txt |
| City | OWATONNA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,056,977 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYSTEELECOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT OF QUALIFIED 501(C)3 AGENCIES | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 996 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $930,047 | PYContributionsGrantsAmt |
| CY Contributions Grants | $953,627 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,731 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,787 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,070 | PYOtherRevenueAmt |
| CY Other Revenue | $835 | CYOtherRevenueAmt |
| PY Total Revenue | $946,848 | PYTotalRevenueAmt |
| CY Total Revenue | $968,249 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $395,115 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $424,999 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $239,564 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $225,796 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $90,212 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $197,108 | PYOtherExpensesAmt |
| CY Other Expenses | $252,742 | CYOtherExpensesAmt |
| PY Total Expenses | $831,787 | PYTotalExpensesAmt |
| CY Total Expenses | $903,537 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $115,061 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $64,712 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,470,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,522,514 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $587,735 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $599,347 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $882,600 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $923,167 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO CHANGE LIVES BY MOBILIZING AND OPTIMIZING THE CARING POWER OF OUR COMMUNITY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $775,155 | ExpenseAmt |
| Grant | $424,999 | GrantAmt |
| Revenue | $835 | RevenueAmt |
| Desc | THE ORGANIZATION IS A NON PROFIT VOLUNTARY COMMUNITY ASSISTANCE AGENCY DEDICATED TO ALLOCATING PLEDGES RECEIVED, SUBSTANTIALLY ALL FROM STEELE COUNTY BUSINESSES AND INDIVIDUALS, TO VARIOUS OTHER AGENCIES TO BETTER SERVE THE COMMUNITY AND THE SURROUNDING AREA. SERVED 18 AGENCIES DURING THE YEAR. | Desc |
| Total Program Service Expenses | $775,155 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM SCHAUFENBUEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5074551180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 N CEDAR AVE PO BOX 32 | AddressLine1Txt |
| City | OWATONNA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55060 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ANNETTE FRANK | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BILL BEER | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BRIAN COLEMAN | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BEN CASS | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| COREY MENSINK | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN HAVELKA | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE OLSON | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JULIE RETHEMEIER | ||||||
| AT LARGE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAVID ALBRECHT | ||||||
| VICE PRESIDENT - COMMUNITY INVESTMENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KEITH HILLER | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DANIEL MCINTOSH | ||||||
| PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| VICKI OLIVO | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAVID RAMSEY | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SHANE SATTLER | ||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAVE BERG | ||||||
| VICE PRESIDENT - STRATEGIC | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KRIS BUSSE | ||||||
| VICE PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JANE ROLLOFF | ||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| STAN GROFF | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| AL BANGSTON | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MELANIE NELSON | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| FAIZAL LAKHA | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PENG OLSON | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RYAN GILLESPIE | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MATT DURAND | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JEFF JOLLAY | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KIM SCHAUFENBUEL | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $59,884 | $0 | $3,054 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $59,884 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,054 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $953,627 | AllOtherContributionsAmt |
| Noncash Contributions | $3,306 | NoncashContributionsAmt |
| Total Contributions | $953,627 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,821 | TotalRevenueColumnAmt |
| Exclusion | $22,821 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $79,694 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $88,728 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$9,034 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,034 | TotalRevenueColumnAmt |
| Exclusion | -$9,034 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $835 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $835 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $968,249 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $835 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,787 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,999 | TotalAmt |
| Program Services | $424,999 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,938 | TotalAmt |
| Program Services | $62,938 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,513 | TotalAmt |
| Program Services | $89,546 | ProgramServicesAmt |
| Management And General | $10,967 | ManagementAndGeneralAmt |
| Fundraising | $29,000 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,659 | TotalAmt |
| Program Services | $12,202 | ProgramServicesAmt |
| Management And General | $2,384 | ManagementAndGeneralAmt |
| Fundraising | $3,073 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,686 | TotalAmt |
| Program Services | $12,355 | ProgramServicesAmt |
| Management And General | $966 | ManagementAndGeneralAmt |
| Fundraising | $2,365 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,465 | TotalAmt |
| Program Services | $20,715 | ProgramServicesAmt |
| Management And General | $4,125 | ManagementAndGeneralAmt |
| Fundraising | $9,625 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,455 | TotalAmt |
| Program Services | $49,648 | ProgramServicesAmt |
| Management And General | $4,761 | ManagementAndGeneralAmt |
| Fundraising | $11,046 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,330 | TotalAmt |
| Program Services | $14,330 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,441 | TotalAmt |
| Program Services | $9,869 | ProgramServicesAmt |
| Management And General | $171 | ManagementAndGeneralAmt |
| Fundraising | $401 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,208 | TotalAmt |
| Program Services | $12,927 | ProgramServicesAmt |
| Management And General | $3,381 | ManagementAndGeneralAmt |
| Fundraising | $7,900 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,354 | TotalAmt |
| Program Services | $125,354 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,546 | TotalAmt |
| Program Services | $4,546 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,646 | TotalAmt |
| Program Services | $3,291 | ProgramServicesAmt |
| Management And General | $1,052 | ManagementAndGeneralAmt |
| Fundraising | $2,303 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,414 | TotalAmt |
| Management And General | $4,414 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,898 | TotalAmt |
| Program Services | $2,142 | ProgramServicesAmt |
| Management And General | $527 | ManagementAndGeneralAmt |
| Fundraising | $1,229 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CAMPAIGN PROMOTION | $32,075 | $13,086 | $18,989 | |
| IMAGINATION LIBRARY | $23,054 | $23,054 | ||
| MISCELLANEOUS | $22,627 | $14,306 | $3,338 | $4,983 |
| STAFF EXPENSE | $12,843 | $12,505 | $234 | $104 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$131,614 | TotalAmt |
| Program Services | -$132,658 | ProgramServicesAmt |
| Management And General | $335 | ManagementAndGeneralAmt |
| Fundraising | $709 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,537 | TotalAmt |
| Program Services | $775,155 | ProgramServicesAmt |
| Management And General | $38,170 | ManagementAndGeneralAmt |
| Fundraising | $90,212 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,543 | BOYAmt |
| EOY | $252,092 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,310 | BOYAmt |
| EOY | $377,319 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,582 | BOYAmt |
| EOY | $445,963 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88 | BOYAmt |
| EOY | $22 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,169 | BOYAmt |
| EOY | $1,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $92,071 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $81,044 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,442 | BOYAmt |
| EOY | $11,027 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,201 | BOYAmt |
| EOY | $435,048 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,470,335 | BOYAmt |
| EOY | $1,522,514 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,755 | BOYAmt |
| EOY | $14,339 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,949 | BOYAmt |
| EOY | $443,844 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,031 | BOYAmt |
| EOY | $141,164 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,735 | BOYAmt |
| EOY | $599,347 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $882,600 | BOYAmt |
| EOY | $923,167 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $882,600 | BOYAmt |
| EOY | $923,167 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,470,335 | BOYAmt |
| EOY | $1,522,514 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $64,712 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$24,145 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $945,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $782,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $909,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $930,047 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $953,627 | CurrentTaxYearAmt |
| Total | $4,521,348 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $945,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $782,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $909,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $930,047 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $953,627 | CurrentTaxYearAmt |
| Total | $4,521,348 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $857,178 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,664,170 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,759 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,821 | CurrentTaxYearAmt |
| Total | $61,504 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,070 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $835 | CurrentTaxYearAmt |
| Total | $36,484 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,619,336 | TotalSupportAmt |
| Public Support CY170 | 0.79320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,071 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,044 | DepreciationAmt |
| Book Value | $11,027 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,027 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INTEREST RECEIVABLE | $1,887 | C |
| INVESTMENTS - LONG TERM | $433,161 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $435,048 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,079,871 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$24,145 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $135,767 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $111,622 | RevenueNotReportedAmt |
| Revenue Subtotal | $968,249 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $968,249 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,039,304 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $135,767 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $135,767 | ExpensesNotReportedAmt |
| Expenses Subtotal | $903,537 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $903,537 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATUTES OF THE STATE OF MINNESOTA. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF SOUTHERN MINNESOTA | |||||||
| 545 DUNNELL DRIVE | OWATONNA | MN | 55060 | 363501479 | 501 [C] 3 | $20,000 | MENTORING PROGRAM |
| BOYS AND GIRLS CLUB-BLOOMING PRAIRIE UNIT | |||||||
| 401-4TH ST SE | BLOOMING PRAIRIE | MN | 55917 | 411945875 | 501 [C] 3 | $20,000 | EDUCATION & CAREER DEVELOPMENT |
| CEDAR VALLEY SERVICES | |||||||
| 415 N GROVE AVE | OWATONNA | MN | 55060 | 410870082 | 501 [C] 3 | $12,000 | ACTIVITIES FOR SENIORS WITH DISABILITIES |
| CHILDREN'S REMEDIAL FUND | |||||||
| 325 MEADOW LANE | OWATONNA | MN | 55060 | 411465407 | 501 [C] 3 | $7,000 | CHILDREN'S REMEDIAL FUND |
| CRISIS RESOURCE CENTER | |||||||
| 125 W FRONT ST | OWATONNA | MN | 55060 | 411782844 | 501 [C] 3 | $88,500 | DOMESTIC VIOLENCE PROGRAM/VIOLENCE PREVENTION EDUCATION |
| EXCHANGE CLUB CENTER FOR FAMILY UNITY | |||||||
| 209 E MAIN ST SUITE 1 | OWATONNA | MN | 55060 | 363305404 | 501 [C] 3 | $25,000 | IN-HOME MENTORING/CHILD ABUSE PREVENTION |
| HEALTHY SENIORS PROGRAM | |||||||
| 2250 26TH ST NW | OWATONNA | MN | 55060 | 411885511 | 501 [C] 3 | $40,000 | NEIGHBOR TO NEIGHBOR PROGRAM |
| SEMCAC | |||||||
| 204 S ELM ST | OWATONNA | MN | 55060 | 410907135 | 501 [C] 3 | $10,000 | SENIOR NUTRITION/REACH OUT FOR WARMTH/CAREGIVER & ADVOCACY PROGRAM |
| SOUTH CENTRAL HUMAN RELATIONS CENTER | |||||||
| 610 FLORENCE AVE | OWATONNA | MN | 55060 | 410873733 | 501 [C] 3 | $7,000 | CARE PROGRAM/SAGE ENRICHMENT CENTER |
| SOUTHERN MN REGIONAL LEGAL SERVICES | |||||||
| 132 NORTH BROADWAY | OWATONNA | MN | 55060 | 411316151 | 501 [C] 3 | $22,000 | GOVERNMENT BENEFITS PROGRAM |
| STEELE COUNTY TRANSITIONAL HOUSING | |||||||
| 560 DUNNELL DRIVE SUITE 212 | OWATONNA | MN | 55060 | 411946337 | 501 [C] 3 | $55,000 | EVICTION PREVENTION/TRANSITIONAL HOUSING |
| STEELE COUNTY FOOD SHELF | |||||||
| 155 OAKDALE ST SUITE A | OWATONNA | MN | 55060 | 411593592 | 501 [C] 3 | $40,000 | PROVIDE FOOD TO THOSE IN NEED |
| FREE CLINIC OF STEELE COUNTY | |||||||
| 2250 26TH ST NW | OWATONNA | MN | 55060 | 461795200 | 501 [C] 3 | $22,000 | PROVIDE PRIMARY CARE TO THOSE WHO LACK SUFFICIENT HEALTH INSURANCE |
| STEELE COUNTY IMMIGRANT RESOURCE CTR | |||||||
| 660 W BRIDGE ST STE 400 | OWATONNA | MN | 55060 | 411987893 | 501 [C] 3 | $20,000 | TO ASSIST REFUGEES AND IMMIGRANTS |
| SACSO | |||||||
| 201 E FRONT STREET | OWATONNA | MN | 55060 | 900746889 | 501 [C] 3 | $21,000 | TO EMPOWER SOMALI AMERICANS SO THAT THEY CAN HAVE ACTIVE ROLE WITHIN THE OWATONNA COMMUNITY |
| SALVATION ARMY | |||||||
| 147 BERKELEY STREET | BOSTON | MA | 02116 | 042103624 | 501 [C] 3 | $5,160 | TO HELP PEOPLE THRIVE AND ACHIEVE GOALS |
| ISD #761 SAC | |||||||
| 515 W BRIDGE ST | OWATONNA | MN | 55060 | 521612613 | 501 [C] 3 | $7,456 | TO PROVIDE CARE TO SCHOOL AGE CHILDREN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE USE OF GRANT FUNDS IS MONITORED BY THE ORGANIZATION'S COMMUNITY INVESTMENT COMMITTEE. THE PROCEDURES ARE UNIQUE TO EACH GRANTEES FINANCIAL SITUATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS DURING THEIR MONTHLY MEETING AND IS VOTED FOR APPROVAL PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTING INTERESTS ANNUALLY IN WRITING |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS APPROVE THE COMPENSATION OF THE EXECUTIVE DIRECTOR |
| 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 |
| PAGE 12, PART XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE WHO OVERSEES THE AUDIT OF THEIR FINANCIAL STATEMENTS AND SELECTS AN INDEPENDENT ACCOUNTANT |
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