Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
UNITED WAY OF OLMSTED COUNTY INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
903 WEST CENTER STREET NO 100
 
Room/suite
City or town, state or country, and ZIP + 4
ROCHESTER, MN55902
D Employer identification number

41-0695594
E Telephone number

G Gross receipts $ 4,617,260
F Name and address of principal officer:
KAREN ERLENBUSCH
903 WEST CENTER STREET NO 100
ROCHESTER,MN55902
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UWOLMSTED.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1925
M State of legal domicile: MN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: UNITING PEOPLE AND RESOURCES TO IMPROVE LIVES IN OUR COMMUNITY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 23
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 23
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 17
6 Total number of volunteers (estimate if necessary) .... 6 2,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 3,760,010 3,884,842
9 Program service revenue (Part VIII, line 2g) ......... 0 160,788
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 44,953 81,475
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 51,045 -14,787
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 3,856,008 4,112,318
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,234,228 2,311,322
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 797,971 913,916
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet434,827    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 588,681 712,657
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 3,620,880 3,937,895
19 Revenue less expenses. Subtract line 18 from line 12...... 235,128 174,423
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 6,109,644 6,513,925
21 Total liabilities (Part X, line 26)............ 1,735,722 1,889,546
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 4,373,922 4,624,379
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: UNITING PEOPLE AND RESOURCES TO IMPROVE LIVES IN OUR COMMUNITY. THE UNITED WAY OF OLMSTED COUNTY IS AN AGENT OF COMMUNITY CHANGE THAT INSPIRES HOPE, CREATES OPPORTUNITY, AND CHAMPIONS PEOPLE IN NEED.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,862,119 including grants of $ 1,862,119 ) (Revenue $   )
STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSCOMMUNITY PARTNER AWARDS: ADVANCING THE COMMON GOOD 2015, A SIX-YEAR, NEARLY $20 MILLION INVESTMENT PREPARING CHILDREN TO SUCCEED IN SCHOOL AND YOUTH TO SUCCEED IN THE COMMUNITY, MOVING FAMILIES TOWARD FINANCIAL STABILITY, IMPROVING PEOPLE'S HEALTH, AND MEETING BASIC NEEDS OF FOOD, SHELTER, SAFETY, AND INCLUSIVITY. SEE SCHEDULE I FOR COMPLETE LISTING OF AWARDS, AND SCHEDULE O FOR PROGRAM GOALS AND ACCOMPLISHMENTS.
4b (Code:   ) (Expenses $ 926,023 including grants of $ 86,656 ) (Revenue $ 110,423 )
COMMUNITY IMPACT LEADERSHIP AND INITIATIVES: LEADERSHIP ENTAILS PLANNING AND INVESTING RESOURCES EFFECTIVELY TO ADDRESS CRITICAL COMMUNITY NEEDS. INITIATIVES ARE INTERNALLY MANAGED PROGRAMS, WITH PARTNERS, DESIGNED TO ADVANCE THE COMMON GOOD. COMMUNITY IMPACT LEADERSHIP: THESE STAFF SUPPORTED ACTIVITIES ARE REQUIRED TO FACILITATE, SUPPORT, AND ADVOCATE THE WORK OF UNITED WAY VOLUNTEERS, WHICH INCLUDES NEEDS ASSESSMENTS, STRATEGIC PLANNING, OUTCOME MEASUREMENT, PROGRAM REVIEW, RESULT TRACKING, AND OTHER GOVERNANCE, GRANTING, AND DECISION-MAKING ACTIVITIES. (CONTINUED ON SCHEDULE O)INTERNAL INITIATIVES ARE PROGRAMS AND PROJECTS MANAGED BY UNITED WAY OF OLMSTED COUNTY, WITH THE ASSISTANCE OF VOLUNTEERS AND PARTNERS. THESE INCLUDE THE FOLLOWING: RUNNING START FOR SCHOOL: PROVIDES SCHOOL SUPPLIES TO STUDENTS IN OLMSTED COUNTY ELIGIBLE FOR FREE OR REDUCED LUNCH. IN 2010, UNITED WAY OF OLMSTED COUNTY DISTRIBUTED SCHOOL SUPPLIES TO 2,532 STUDENTS IN 1,008 FAMILIES, WHICH IS 95.5% OF THE TOTAL 2,651 STUDENTS THAT WERE REGISTERED FOR THIS PROGRAM. IN-KIND SUPPORT FOR THIS INITIATIVE WAS $60,044 IN DONATED SCHOOL SUPPLIES.2-1-1: A THREE DIGIT TELEPHONE NUMBER THAT CONNECTS YOU TO 24-HOUR COMMUNITY INFORMATION AND REFERRAL SERVICES. USING A STATEWIDE DATABASE OF OVER 40,000 COMMUNITY RESOURCES, A TRAINED INFORMATION AND REFERRAL SPECIALIST LISTENS TO YOUR NEEDS AND HELPS YOU FIND THE APPROPRIATE HUMAN AND COMMUNITY SERVICES. IN 2010, 7,063 INDIVIDUALS RECEIVED REFERRAL INFORMATION ABOUT A WIDE-RANGE OF HUMAN AND SOCIAL SERVICES AVAILABLE, INCLUDING: DISASTER RELIEF, SENIOR SERVICES, EDUCATION, CHILDCARE, LEGAL ASSISTANCE, TRANSPORTATION, HOUSING, YOUTH SERVICES, EMPLOYMENT, FOOD, COUNSELING, FAMILY SERVICES, VOLUNTEERING, HEALTH SERVICES, AND MUCH MORE.VOLUNTEER CENTER AND VIRE: PROVIDES EASY ACCESS TO A WIDE RANGE OF VOLUNTEER OPPORTUNITIES AT NONPROFIT AGENCIES AND LOCAL GOVERNMENT AND EDUCATIONAL AGENCIES SERVING SOUTHEASTERN MINNESOTA. WE LINK PEOPLE WHO WANT TO HELP WITH PLACES OR ISSUES WHERE THEIR TIME, TALENT, AND INTERESTS CAN BE UTILIZED. THE VOLUNTEER CENTER WAS PRACTICALLY FUNDED BY A FEDERAL GRANT FROM THE HANDS ON NETWORK. THE PURPOSE OF THIS GRANT IS TO INCREASE THE OVERALL NUMBER OF AMERICANS IN SERVICE BY BRINGING MORE VOLUNTEERS INTO THE SYSTEM, IMPROVE VOLUNTEER RETENTION, AND LEVERAGE THE SKILLS OF PROFESSIONAL AND SKILL-BASED VOLUNTEERS.REFURBISHED COMPUTER PROGRAM: PROVIDES LOW-COST COMPUTER SYSTEMS TO ELIGIBLE ORGANIZATIONS AND INDIVIDUALS. IN 2010, 147 COMPUTERS WERE DEPLOYED TO THE COMMUNITY. IN AUGUST 2010, THIS INITIATIVE WAS TRANSFERRED TO THE ABILITY BUILDING CENTER AND IS NOW KNOWN AS ABILITY BUILT COMPUTERS.DISCHARGE PLANNER: MAYO CLINIC, OLMSTED MEDICAL CENTER, AND UNITED WAY OF OLMSTED COUNTY ESTABLISHED A PARTNERSHIP THAT HAS RESULTED IN THE DEVELOPMENT OF AN ON-LINE DATABASE CALLED THE DISCHARGE PLANNING INITIATIVE (DPI). IN REAL TIME, THIS TOOL ASSISTS ACUTE AND POST-ACUTE CARE FACILITIES BY EXPEDITING COMMUNICATIONS AND PATIENT PLACEMENT. IN 2010, 16 HOSPITALS AND 102 POST-ACUTE CARE FACILITIES SUBSCRIBED TO THIS INITIATIVE.IMAGINATION LIBRARY: COMMITTED TO SUPPORTING LEARNING AND DEVELOPMENT AND A SENSE OF BELONGING FOR CHILDREN AND YOUTH SO THAT THEY BECOME RESPONSIBLE AND CONTRIBUTING ADULTS. WE WANT TO ENSURE CHILDREN HAVE POSITIVE DEVELOPMENTAL OPPORTUNITIES SO THAT THEY CAN START SCHOOL READY TO SUCCEED. WE WANT TO GROW SUCCESS IN LEARNING AND IN LIFE. IN 2010, APPROXIMATELY 6,146 CHILDREN AGES 0 THROUGH 5 WERE RECEIVING BOOKS MONTHLY. FUNDING FOR THIS WORK IS ALLOCATED FROM CAMPAIGN REVENUE.WINTER OUTERWEAR: PROVIDES WINTER OUTERWEAR ITEMS TO OLMSTED COUNTY INDIVIDUALS AND FAMILIES WHO HAVE NO OTHER MEANS TO GET WINTER OUTERWEAR ITEMS. THE NUMBER OF ITEMS DISTRIBUTED WILL BE BASED ON THE NUMBER OF ITEMS COLLECTED THROUGH OUR COMMUNITY PARTNERSHIP. IN 2010, 2,586 INDIVIDUALS RECEIVED COATS DURING THIS DISTRIBUTION. IN-KIND SUPPORT FOR THIS INITIATIVE WAS $20,859 IN DONATED CLOTHING, WHICH IS NOT INCLUDED IN THE REPORTED REVENUE AND EXPENSE.FINANCIAL STABILITY: THE FINANCIAL STABILITY PARTNERSHIP HAS JOINED WITH THE LONG-STANDING FREE TAX PREPARATION SERVICES PROVIDED BY AARP TAX-AIDE PROGRAM, THE SALVATION ARMY, AND THE SENIOR CENTER, AS WELL AS THE INTERNAL REVENUE SERVICE AND THE MINNESOTA DEPARTMENT OF REVENUE, TO PROMOTE FREE TAX PREPARATION IN OLMSTED COUNTY. SOME OF THE FUNDING FOR THIS PROGRAM IS FROM A WAL-MART GRANT. THERE ARE THREE AARP TAX-AIDE SITES IN OLMSTED COUNTY THAT PROVIDE FREE TAX PREPARATION. THE TAX PREPARATION PARTNERSHIP PROMOTES THE EARNED INCOME TAX CREDIT, AND ALSO ALLOWS INDIVIDUALS AND FAMILIES TO FILE TAX RETURNS, SAVING TAX PREPARER FEES, E-FILE FEES, AND DOES NOT PROMOTE EXPENSIVE REFUND LOANS. THERE ARE ELIGIBILITY LEVELS FOR INDIVIDUALS TO PARTICIPATE IN THIS PROGRAM. IN 2010, 2,216 TAX RETURNS WERE FILED THROUGH THE FREE TAX PREPARATION SITES. 838 OF THE 2,216 TAX RETURNS QUALIFIED FOR THE EARNED INCOME TAX CREDIT (EITC). 373 OF THE 838 EITC RETURNS HAD CHILDREN IN THE HOUSEHOLD.COMMUNITY INFORMATION SHARING SYSTEM: PROVIDES THE OPPORTUNITY TO BECOME A NATIONAL LEADER BY CHAMPIONING AND LEADING THE EFFORT FOR A COMMUNITY INFORMATION SHARING SYSTEM (CISS) FOR HUMAN AND SOCIAL SERVICES. THE USE OF CISS ALLOWS FOR REDUCED INTAKE TIME FOR AGENCIES AND PARTICIPANTS, REDUCED INFORMATION TECHNOLOGY EXPENSES, INCREASED TIME FOR DIRECT DELIVERY OF SERVICES, HIGHER QUALITY REFERRALS, AND ACHIEVING GREATER COMMUNITY IMPACT THROUGH INFORMATION SHARING. THE TOOL USED IN THIS EFFORT IS PATHWAYS COMPASS, DEVELOPED BY PATHWAYS, INC. IT WAS FOUNDED IN 1998 WITH ASSISTANCE FROM IBM TEAMING FOR TECHNOLOGY INITIATIVE IN PARTNERSHIP WITH UNITED WAY OF METROPOLITAN ATLANTA. IN 2010, 11 LOCAL AGENCIES PARTICIPATED. FUNDING FOR THIS WORK IS ALLOCATED FROM CAMPAIGN REVENUE.GANG INITIATIVE: REDUCE/ELIMINATE THE NUMBER OF GANG-INVOLVED YOUTH AND ADULTS AND GANG-RELATED CRIME. COMMUNITY LEADERS FROM ACROSS ROCHESTER BEGAN MEETING IN LATE 2008 TO REVIEW THE CURRENT STATUS OF GANG ACTIVITY IN THE ROCHESTER AREA AND TO DISCUSS COMMUNITY OPTIONS TO PREVENT, INTERVENE, AND SUPPRESS GANG INVOLVEMENT. THE GROUP ACHIEVED CONSENSUS ON THE FOLLOWING FOUR STATEMENTS: (1) THE PRESENCE AND GROWTH OF GANGS IN OUR COMMUNITY REQUIRES AN ONGOING, COMPREHENSIVE COMMUNITY RESPONSE; (2) A MULTIFACETED RESPONSE IS REQUIRED TO ADDRESS THE MANY FACTORS THAT GIVE RISE TO AND SUSTAIN GANGS; (3) PREVENTION, INTERVENTION, AND SUPPRESSION PROGRAMS CAN BE EFFECTIVE IN REDUCING YOUTH VIOLENCE AND YOUTH GANG INVOLVEMENT; (4) EFFORTS TO PREVENT, INTERVENE, AND SUPPRESS GANGS IN ROCHESTER ARE WORTH THE COST. GOALS ESTABLISHED INCLUDE: ALIGN COMMUNITY RESOURCES (GOVERNMENT, FAITH COMMUNITIES, NONPROFITS, AND FOR PROFITS) TO ADDRESS THE FACTORS THAT CONTRIBUTE TO GANG INVOLVEMENT; ENHANCE A SENSE OF COMMUNITY RESPONSIBILITY AND IMPROVE CAPACITY AND EFFECTIVENESS OF ORGANIZATIONS SERVING GANG-INVOLVED CLIENTS; ASSIST GANG MEMBERS IN TRANSITIONING OUT OF THE GANG LIFESTYLE.LONG-TERM FLOOD RECOVERY: IN SEPTEMBER 2010, RAIN FELL ON SOUTHERN MINNESOTA. THE UNITED WAY FLOOD RECOVERY FUND WAS ESTABLISHED TO SUPPORT PROGRAMS ASSISTING FLOOD VICTIMS WITH LONG-TERM NEEDS NOT COVERED BY GOVERNMENT OR OTHER TRADITIONAL RELIEF SOURCES. IN 2010, $140,918 OF SUPPORT WAS DONATED, AND WILL BE DISTRIBUTED IN 2011 AND 2012. THE LONG-TERM RECOVERY GROUP WILL ESTABLISH UNMET NEEDS WHICH THE FUND CAN ADDRESS AND DETERMINE MAXIMUM AMOUNTS FOR DISTRIBUTION BASED ON AVAILABLE RESOURCES AND GENERAL NEED. VOLUNTARY AGENCIES AND LOCAL LONG-TERM RECOVERY GROUPS WILL IDENTIFY AND PRIORITIZE THOSE UNMET NEEDS ELIGIBLE FOR ASSISTANCE. NOT ALL UNMET NEEDS WILL RECEIVE ASSISTANCE.RIDE AMBASSADOR: IN COLLABORATION WITH POSSABILITIES OF SOUTHERN MINNESOTA AND NEW FREEDOM SMALL URBAN AND RURAL PROGRAM FUNDS GRANT, UNITED WAY PROVIDES FOR RIDE AMBASSADOR RECRUITMENT AND TRAINING. THEY ARE DEVELOPING A COMMUNITY APPROACH FOR RECRUITING VOLUNTEERS TO ACT AS PUBLIC TRANSIT RIDE AMBASSADORS FOR PERSONS WITH DISABILITIES AND THE ELDERLY; INTRODUCING PUBLIC TRANSIT TO ELDERLY AT 6 OLMSTED COUNTY SENIOR LIVING CENTERS/HIGH RISES; CONDUCTING 'SENIOR GROUP OUTINGS' UTILIZING PUBLIC TRANSIT; RECRUITING SENIOR TRANSIT TRAINING VOLUNTEERS; MATCHING REFERRED PERSONS WITH DISABILITIES WITH VOLUNTEER RIDE AMBASSADORS.
4c (Code:   ) (Expenses $ 449,203 including grants of $ 449,203 ) (Revenue $ 50,365 )
DONOR DESIGNATIONS: AS A SERVICE TO OUR DONORS, AND COMPANIES THAT RUN CAMPAIGNS, UNITED WAY OF OLMSTED COUNTY WILL PROCESS CONTRIBUTIONS DESIGNATED BY THE DONOR TO A SPECIFIC AGENCY. UNITED WAY OF OLMSTED COUNTY WILL FORWARD YOUR CONTRIBUTION TO THE CHOSEN ORGANIZATION. HOWEVER, UNLIKE GIFTS MADE TO UNITED WAY'S LIVE UNITED FUND OR TARGETED TO ONE OF OUR FOCUS AREAS, UNITED WAY CANNOT GUARANTEE HOW THESE FUNDS WILL BE USED OR PROVIDE OVERSIGHT TO REPORT MEASURABLE RESULTS. UNITED WAY VALIDATES EACH AGENCY'S PUBLIC CHARITY STATUS, ALONG WITH PATRIOT ACT COMPLIANCE.
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 3,237,345
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
 
No
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1.....................
34
 
No
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
6
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
17
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
23
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
23
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
 
No
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
Yes
 
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MN
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
KAREN ERLENBUSCH
903 WEST CENTER STREET SUITE 100
ROCHESTER,MN55902
(507) 287-2000
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) CHRIS NELSON
DIRECTOR
 2.50 X           0 0 0
(2) MIKE WILLARD
DIRECTOR
 2.50 X           0 0 0
(3) DALE WALSTON
TREASURER
 4.00 X           0 0 0
(4) TONI ADAFIN
DIRECTOR
 2.50 X           0 0 0
(5) RANDY CHAPMAN
DIRECTOR
 2.50 X           0 0 0
(6) ROMAIN DALLEMAND
DIRECTOR
 2.50 X           0 0 0
(7) AUDREY BETCHER
DIRECTOR
 2.50 X           0 0 0
(8) DON DECRAMER
DIRECTOR
 2.50 X           0 0 0
(9) NICKIE FROILAND
DIRECTOR
 2.50 X           0 0 0
(10) JOANNE ROSENER
DIRECTOR
 2.50 X           0 0 0
(11) MARILYN HANSMANN
BOARD CHAIR
 4.00 X           0 0 0
(12) STEVEN HILL
DIRECTOR
 2.50 X           0 0 0
(13) BETTY HUTCHINS
DIRECTOR
 2.50 X           0 0 0
(14) LARRY EDMONSON
DIRECTOR
 2.50 X           0 0 0
(15) KELLY MCDONOUGH
DIRECTOR
 2.50 X           0 0 0
(16) GAIL NELSON
ASSISTANT TREASURER
 3.00 X           0 0 0
(17) PETER NYCKLEMOE
DIRECTOR
 2.50 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) STEPHEN ROSE
DIRECTOR
 2.50 X           0 0 0
(19) JIM RUSTAD
DIRECTOR
 2.50 X           0 0 0
(20) WENDY SHANNON
VICE CHAIR
 4.00 X           0 0 0
(21) DAVE STENHAUG
DIRECTOR
 2.50 X           0 0 0
(22) JON ECKHOFF
DIRECTOR
 2.50 X           0 0 0
(23) CAROLYN PETERSEN
DIRECTOR
 2.50 X           0 0 0
(24) KAREN ERLENBUSCH
PRESIDENT
 37.50     X       88,440 0 20,587
(25) DALE O'GROSKE
CFO
 37.50     X       56,772 0 20,180
(26) ANNE BERBERICH
SENIOR VP, RESOURCE DEVELOPMENT
 40.00         X   61,450 0 13,378
(27) APRIL SUTOR
VP, COMMUNITY IMPACT
 40.00         X   59,211 0 13,486
(28) DAVE BEAL
VP, COMMUNICATION AND ADVOCACY
 40.00         X   48,129 0 15,136




1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 145,212 0 40,767
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet0
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 23,769
d Related organizations...1d  
e Government grants (contributions)1e 62,516
f All other contributions, gifts, grants, and
similar amounts not included above1f 		3,798,557
g Noncash contributions included in lines 1a-1f:$ 80,903
h Total. Add lines 1a-1f.......MediumBullet 3,884,842
Program Service Revenue Business Code
2a PROGRAM SERVICES 624,100 110,423 110,423    
b COST RECOVERY FEES 624,100 50,365 50,365    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 160,788
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 95,490     95,490
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents 162,522  
b Less: rental expenses 177,309  
c Rental income or (loss) -14,787  
d Net rental income or (loss).......MediumBullet -14,787     -14,787
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 270,000  
b Less: cost or other basis and sales expenses 284,015  
c Gain or (loss) -14,015  
d Net gain or (loss)..........MediumBullet -14,015     -14,015
8a Gross income from fundraising events (not including
$ 23,769
of contributions reported on line 1c). See Part IV, line 18 ...
a 43,618
b Less: direct expenses ...b 43,618
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet  
12 Total revenue. See Instructions....MediumBullet 4,112,318 160,788 0 66,688
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 2,311,322 2,311,322
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 185,979 89,270 68,812 27,897
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 545,950 271,513 74,184 200,253
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 34,827 11,669 7,138 16,020
9 Other employee benefits ....... 90,090 41,348 18,401 30,341
10 Payroll taxes ........... 57,070 27,504 11,150 18,416
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,818 1,016   802
c Accounting ........... 16,200   16,175 25
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 21,898   21,898  
g Other .......... 5,575 3,525 2,050  
12 Advertising and promotion .... 146,768 109,402 416 36,950
13 Office expenses ....... 42,156 12,404 4,782 24,970
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 49,391 29,821 7,855 11,715
17 Travel ............ 7,694 4,522 656 2,516
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 27,455 1,960 1,328 24,167
20 Interest ...........        
21 Payments to affiliates ....... 37,225 30,925 2,500 3,800
22 Depreciation, depletion, and amortization ..... 31,194 25,023 2,332 3,839
23 Insurance .............. 3,120   3,120  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a EARLY EDUCATION BOOKS 134,433 134,433    
b SUPPLIES 126,802 106,264 6,132 14,406
c PROF. DEVELOPMENT 30,695 8,312 11,784 10,599
d REPAIRS 22,243 13,953 3,534 4,756
e
f All other expenses 7,990 3,159 1,476 3,355
25 Total functional expenses. Add lines 1 through 24f 3,937,895 3,237,345 265,723 434,827
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 300 1 300
2 Savings and temporary cash investments ....... 607,446 2 881,585
3 Pledges and grants receivable, net ......... 2,925,095 3 2,903,733
4 Accounts receivable, net ......... 7,858 4 93
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 28,041 9 91,472
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,821,943
b Less: accumulated depreciation. ..... 10b 987,563 915,530 10c 834,380
11 Investments—publicly traded securities .......... 1,625,374 11 1,802,362
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)... 6,109,644 16 6,513,925
Liabilities 17 Accounts payable and accrued expenses . 22,056 17 36,122
18 Grants payable .......... 823,431 18 939,590
19 Deferred revenue .......... 12,117 19 34,232
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 303,476 23 280,648
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 574,642 25 598,954
26 Total liabilities. Add lines 17 through 25..... 1,735,722 26 1,889,546
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 1,524,153 27 1,536,964
28 Temporarily restricted net assets ..... 2,849,769 28 3,087,415
29 Permanently restricted net assets .....   29  
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 4,373,922 33 4,624,379
34 Total liabilities and net assets/fund balances ..... 6,109,644 34 6,513,925
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
4,112,318
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
3,937,895
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
174,423
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
4,373,922
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
76,034
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
4,624,379
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
UNITED WAY OF OLMSTED COUNTY INC
 
Employer identification number

41-0695594
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 4,083,872 4,993,995 3,982,448 3,760,010 3,884,842 20,705,167
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 4,083,872 4,993,995 3,982,448 3,760,010 3,884,842 20,705,167
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           395,861
6 Public Support. Subtract line 5 from line 4.           20,309,306
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 4,083,872 4,993,995 3,982,448 3,760,010 3,884,842 20,705,167
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 199,829 223,461 212,489 206,572 258,012 1,100,363
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).           21,805,530
12
12
515,777
13
Section C. Computation of Public Support Percentage
14
14
93.140 %
15
15
88.040 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
UNITED WAY OF OLMSTED COUNTY INC
 
Employer identification number

41-0695594
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
UNITED WAY OF OLMSTED COUNTY INC
  		Employer identification number

41-0695594
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
UNITED WAY OF OLMSTED COUNTY INC
  		Employer identification number

41-0695594
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
UNITED WAY OF OLMSTED COUNTY INC
  		Employer identification number

41-0695594
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY OF OLMSTED COUNTY INC
 
Employer identification number

41-0695594
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance ....      
b Contributions ........      
c Investment earnings or losses ...      
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....      
g End of year balance ......      
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet  
b
Permanent endowment: SchDMd Bullet  
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   77,525 77,525
b Buildings ................   1,550,479 833,878 716,601
c Leasehold improvements ............        
d Equipment ................   193,939 153,685 40,254
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 834,380
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
DONOR DESIGNATIONS PAYABLE 598,954








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 598,954
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 4,112,318
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 3,937,895
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 174,423
4 Net unrealized gains (losses) on investments .......................... 4 76,034
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 76,034
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 250,457
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 3,811,416
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 76,034
b Donated services and use of facilities ......... 2b 28,649
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d 43,618
e Add lines 2a through 2d ..................... 2e 148,301
3 Subtract line 2e from line 1..................... 3 3,663,115
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b 449,203
c Add lines 4a and 4b....................... 4c 449,203
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 4,112,318
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 3,560,959
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 28,649
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d 43,618
e Add lines 2a through 2d...................... 2e 72,267
3 Subtract line 2e from line 1..................... 3 3,488,692
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b 449,203
c Add lines 4a and 4b....................... 4c 449,203
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 3,937,895
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
PART XII, LINE 2D - OTHER ADJUSTMENTS:   DIRECT EXPENSES RELATED TO SPECIAL EVENTS 43,618.
PART XII, LINE 4B - OTHER ADJUSTMENTS:   DONOR DESIGNATED PLEDGES 449,203.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:   DIRECT EXPENSES RELATED TO SPECIAL EVENTS 43,618.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:   DONOR DESIGNATED PLEDGES 449,203.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY OF OLMSTED COUNTY INC
 
Employer identification number

41-0695594
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

POWER OF THE PURSE
(event type) 		(b) Event #2

CELEBRATION
(event type) 		(c) Other Events

1
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 46,335 17,200 3,852 67,387
2 Less: Charitable
contributions . . . 		24,561 43 -835 23,769
3 Gross income (line 1
minus line 2) . . . 		21,774 17,157 4,687 43,618
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . . 1,600 750 500 2,850
7 Food and beverages . . 6,463 4,792 1,393 12,648
8 Entertainment . . . 12,500 10,000 2,320 24,820
9 Other direct expenses . 1,211 1,615 474 3,300
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 43,618
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 0
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
UNITED WAY OF OLMSTED COUNTY INC
 
Employer identification number
41-0695594
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) BOYS AND GIRLS CLUB OF ROCHESTER1026 EAST CENTER STREET
ROCHESTER,MN55904 		41-1945875 501(C)(3) 105,697       PROGRAM OPERATING COST - EDUCATION
(2) ABILITY BUILDING CENTERPO BOX 6938
ROCHESTER,MN55903 		41-0829178 501(C)(3) 81,685       PROGRAM OPERATING COST - COMMUNITY BASICS
(3) CATHOLIC CHARITIESPO BOX 379
WINONA,MN55987 		41-0721636 501(C)(3) 43,249       PROGRAM OPERATING COST - FINANCIAL STABILITY
(4) CHANNEL ONE INC131 35TH ST SE
ROCHESTER,MN55904 		41-1379713 501(C)(3) 121,801       PROGRAM OPERATING COST - COMMUNITY BASICS
(5) CHILD CARE RESOURCE AND REFERRAL126 WOODLAKE DR SE
ROCHESTER,MN55904 		41-0987753 501(C)(3) 232,122       PROGRAM OPERATING COST - COMMUNITY BASICS AND EDUCATION
(6) CIVIC LEAGUE DAY NURSERY427 6TH AVE SW
ROCHESTER,MN55902 		41-0721719 501(C)(3) 119,396       PROGRAM OPERATING COST - EDUCATION
(7) ELDER NETWORK1130 1/2 7TH ST NW STE 205
ROCHESTER,MN55901 		41-1704390 501(C)(3) 26,090       PROGRAM OPERATING COST - COMMUNITY BASICS
(8) FAMILY SERVICE ROCHESTER INC1110 6TH ST NW
ROCHESTER,MN55901 		41-0883453 501(C)(3) 273,793       PROGRAM OPERATING COST - COMMUNITY BASICS AND HEALTH
(9) FRIENDS OF QUARRY HILL701 SILVER CREEK RD NE
ROCHESTER,MN55906 		36-3416399 501(C)(3) 36,571       PROGRAM OPERATING COST - EDUCATION
(10) GIRL SCOUTS COUNCIL OF RIVER TRAILSPO BOX 9338
ROCHESTER,MN55903 		41-0693910 501(C)(3) 68,653       PROGRAM OPERATING COST - EDUCATION
(11) GOOD NEWS CHILDREN'S CENTER2645 N BROADWAY
ROCHESTER,MN55906 		41-2001068 501(C)(3) 21,260       PROGRAM OPERATING COST - EDUCATION
(12) INTERCULTURAL MUTUAL ASSISTANCE ASSOCIATION300 11TH AVE NW STE 110
ROCHESTER,MN55901 		41-1497753 501(C)(3) 91,635       PROGRAM OPERATING COST - HEALTH AND FINANCIAL STABILITY
(13) INTERFAITH HOSPITALITY NETWORK811 7TH ST NW
ROCHESTER,MN55901 		41-1953191 501(C)(3) 27,782       PROGRAM OPERATING COST - FINANCIAL STABILITY
(14) LEGAL ASSISTANCE OF OLMSTED COUNTY1812 2ND ST SW
ROCHESTER,MN55902 		41-0992471 501(C)(3) 32,213       PROGRAM OPERATING COST - COMMUNITY BASICS
(15) NAMI OLMSTED COUNTY903 WEST CENTER ST
ROCHESTER,MN55902 		36-3504277 501(C)(3) 37,340       PROGRAM OPERATING COST - HEALTH
(16) POSSABILITIES OF SOUTHERN MINNESOTA1808 3RD AVE SE
ROCHESTER,MN55904 		41-0853397 501(C)(3) 33,245       PROGRAM OPERATING COST - COMMUNITY BASICS
(17) READING CENTERDYSLEXIA INSTITUTE OF AMERICA847 5TH ST NW
ROCHESTER,MN55901 		41-1633734 501(C)(3) 17,070       PROGRAM OPERATING COST - EDUCATION
(18) ROCHESTER COMMUNITY AND TECHNICAL COLLEGE851 30TH AVE SE
ROCHESTER,MN55904 		41-1535213 501(C)(3) 22,880       PROGRAM OPERATING COST - FINANCIAL STABILITY
(19) ROCHESTER FAMILY Y709 FIRST AVE SW
ROCHESTER,MN55902 		41-0807581 501(C)(3) 107,834       PROGRAM OPERATING COST - FINANCIAL STABILITY AND EDUCATION
(20) SALVATION ARMYPO BOX 575
ROCHESTER,MN55903 		41-0698597 501(C)(4) 149,101       PROGRAM OPERATING COST - COMMUNITY BASICS, HEALTH AND FINANCIAL STABILITY
(21) BYRON COMMUNITY EDUCATION630 1ST AVE NW
BRYON,MN55920 		41-6002825 170(B)(1)(A)(V) 10,094       PROGRAM OPERATING COST - EDUCATION
(22) TRI-VALLEY OPPORTUNITY COUNCIL INC2830 18TH AVE NW
ROCHESTER,MN55901 		41-0088088 501(C)(3) 21,051       PROGRAM OPERATING COST - EDUCATION
(23) ZUMBRO VALLEY MENTAL HEALTH343 WOODLAKE DR SE
ROCHESTER,MN55904 		41-6052022 501(C)(3) 84,981       PROGRAM OPERATING COST - HEALTH
(24) CHILDREN'S DENTAL HEALTH903 W CENTER ST STE 206
ROCHESTER,MN55902 		20-3677586 501(C)(3) 29,737       PROGRAM OPERATING COST - HEALTH
(25) MAYO CLINIC ROCHESTER200 1ST ST SW
ROCHESTER,MN55905 		41-1937751 501(C)(3) 10,000       PROGRAM OPERATING COST - COMMUNITY BASICS
(26) AMERICAN RED CROSS310 14TH ST SE
ROCHESTER,MN55904 		03-0585610 501(C)(3) 12,535       DONOR DESIGNATED FOR GENERAL SUPPORT
(27) BOY SCOUTS OF AMERICA GAMEHAVEN COUNCIL1124 11 1/2 ST SE
ROCHESTER,MN55904 		41-0698309 501(C)(3) 13,306       DONOR DESIGNATED FOR GENERAL SUPPORT
(28) UNITED WAY OF DODGE COUNTYPO BOX 718
DODGE CENTER,MN55927 		41-1657224 501(C)(3) 59,931       DONOR DESIGNATED FOR GENERAL SUPPORT
(29) UNITED WAY OF GREATER WINONA902 E 2ND ST SE STE 300
WINONA,MN55987 		41-0706134 501(C)(3) 10,550       DONOR DESIGNATED FOR GENERAL SUPPORT
(30) UNITED WAY OF MOWER COUNTY301 N MAIN ST
AUSTIN,MN55912 		41-0831896 501(C)(3) 25,667       DONOR DESIGNATED FOR GENERAL SUPPORT
(31) UNITED WAY OF NORTH CENTRAL IOWAPO BOX 1465
MASON CITY,IA50402 		42-0680413 501(C)(3) 9,494       DONOR DESIGNATED FOR GENERAL SUPPORT
(32) UNITED WAY OF STEELE COUNTY INC121 MAIN ST
OWATONNA,MN55060 		23-7366680 501(C)(3) 7,987       DONOR DESIGNATED FOR GENERAL SUPPORT
(33) WOMENS SHELTERPO BOX 457
ROCHESTER,MN559030457 		41-1316614 501(C)(3) 8,220       DONOR DESIGNATED FOR GENERAL SUPPORT
(34) UNITED WAY OF GOODHUEPO BOX 319
RED WING,MN55066 		41-6043633 501(C)(3) 23,012       DONOR DESIGNATED FOR GENERAL SUPPORT
(35) ROCHESTER CATHOLIC SCHOOLS621 W CENTER ST
ROCHESTER,MN55902 		41-0740119 501(C)(3) 6,431       DONOR DESIGNATED FOR GENERAL SUPPORT
(36) SCHAEFFER ACADEMY2700 SCHAEFFER LN NE
ROCHESTER,MN55906 		41-1728882 501(C)(3) 6,108       DONOR DESIGNATED FOR GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
34
3
Enter total number of other organizations ................................ . Bullet Image
2
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANT AWARDS AND ALLOCATIONS - WE MONITOR NONPROFIT STATUS, COMPLIANCE WITH THE PATRIOT ACT AND GOING CONCERN OF EACH ORGANIZATION RECEIVING AWARDS. EVERY SIX MONTHS UNITED WAY VOLUNTEERS AND STAFF MONITOR THE ACTUAL RESULTS OF ALL FUNDED PROGRAMS AGAINST THE EXPECTED RESULTS ARTICULATED IN THE PROGRAM FUNDING APPLICATION. VOLUNTEERS ASSESS ANY MAJOR VARIANCES (+/- 15%) FROM THE PROPOSED PROGRAM BUDGET. ADDITIONALLY VOLUNTEERS LEARN OF PROGRAM SUCCESSES, ACHIEVEMENTS, AND CHALLENGES DURING EACH SIX-MONTH REPORTING PERIOD. (CONTINUED ON PAGE 2) FACE-TO-FACE CONVERSATIONS ARE HELD TO FOSTER OPEN COMMUNICATION AND DIALOGUE TO STRENGTHEN THE NONPROFIT SECTOR'S ABILITY TO ADVANCE THE COMMON GOOD. PREDETERMINED OUTCOMES ARE DEVELOPED BY GROUPS OF VOLUNTEERS, SUPERVISED BY THE VISION COUNCIL, AND APPROVED BY THE BOARD OF DIRECTORS. DONOR DESIGNATED GRANTS - WE MONITOR NONPROFIT STATUS AND COMPLIANCE WITH THE PATRIOT ACT OF EACH ORGANIZATION RECEIVING DONOR DESIGNATED FUNDS. WE DO NOT MONITOR THE AGENCIES USE OF THESE FUNDS.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY OF OLMSTED COUNTY INC
 
Employer identification number

41-0695594
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) BYRON COMMUNITY EDUCATION
  		WENDY SHANNON, VICE CHAIR, IS SUPERINTENDENT OF BYRON SCHOOL DISTRICT 10,000 GRANT AWARDED FOR 2010, 2011 & 2012 FOR EARLY PREPAREDNESS PROGRAM   No
(2) ABILITY BUILDING CENTER
  		STEVEN HILL, UW DIRECTOR, IS EXECUTIVE DIRECTOR OF ABILITY BUILDING CTR 81,685 GRANT AWARDED FOR 2010 FOR PROGRAM OPERATING COSTS   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY OF OLMSTED COUNTY INC
 
Employer identification number

41-0695594
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		X 20,859 THRIFT VALUE
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( SCHOOL SUPPLIES ) X   60,044 MARKET VALUE
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
UNITED WAY OF OLMSTED COUNTY INC
 
Employer identification number

41-0695594
Identifier Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11   THE IRS FORM 990 IS PREPARED BY A THIRD PARTY TAX PREPARER, REVIEWED BY SENIOR MANAGEMENT, APPROVED, AND SENT TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE REVIEWS IT DURING THEIR MEETING; THEY APPROVE IT AND SEND IT TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE IRS FORM 990 FOR FILING TO THE INTERNAL REVENUE SERVICE.
  FORM 990, PART VI, SECTION B, LINE 12C THIS CONFLICT OF INTEREST POLICY IS DESIGNED TO HELP DIRECTORS, OFFICERS AND EMPLOYEES OF THE UNITED WAY OF OLMSTED COUNTY IDENTIFY SITUATIONS THAT PRESENT POTENTIAL CONFLICTS OF INTEREST AND TO PROVIDE UNITED WAY OF OLMSTED COUNTY WITH A PROCEDURE WHICH, IF OBSERVED, WILL ALLOW A TRANSACTION TO BE TREATED AS VALID AND BINDING EVEN THOUGH A DIRECTOR, OFFICER OR EMPLOYEE HAS OR MAY HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION. THE POLICY IS INTENDED TO COMPLY WITH THE PROCEDURE PRESCRIBED IN MINNESOTA STATUTES, SECTION 317A.255, GOVERNING CONFLICTS OF INTEREST FOR DIRECTORS OF NONPROFIT CORPORATIONS. IN THE EVENT THERE IS AN INCONSISTENCY BETWEEN THE REQUIREMENTS AND PROCEDURES PRESCRIBED HEREIN AND THOSE IN SECTION 317A.255, THE STATUTE SHALL CONTROL. ALL CAPITALIZED TERMS ARE DEFINED IN PART 2 OF THIS POLICY. 1.CONFLICT OF INTEREST DEFINED. FOR PURPOSES OF THIS POLICY, THE FOLLOWING CIRCUMSTANCES SHALL BE DEEMED TO CREATE CONFLICTS OF INTEREST: A. OUTSIDE INTERESTS. I. A CONTRACT OR TRANSACTION BETWEEN UNITED WAY OF OLMSTED COUNTY AND A RESPONSIBLE PERSON OR FAMILY MEMBER. II. A CONTRACT OR TRANSACTION BETWEEN UNITED WAY OF OLMSTED COUNTY AND AN ENTITY IN WHICH A RESPONSIBLE PERSON OR FAMILY MEMBER HAS A MATERIAL FINANCIAL INTEREST OR OF WHICH SUCH PERSON IS A DIRECTOR, OFFICER, AGENT, PARTNER, ASSOCIATE, TRUSTEE, PERSONAL REPRESENTATIVE, RECEIVER, GUARDIAN, CUSTODIAN, CONSERVATOR OR OTHER LEGAL REPRESENTATIVE. B. OUTSIDE ACTIVITIES. I. A RESPONSIBLE PERSON COMPETING WITH UNITED WAY OF OLMSTED COUNTY IN THE RENDERING OF SERVICES OR IN ANY OTHER CONTRACT OR TRANSACTION WITH A THIRD PARTY. II. RESPONSIBLE PERSON'S HAVING A MATERIAL FINANCIAL INTEREST IN; OR SERVING AS A DIRECTOR, OFFICER, EMPLOYEE, AGENT, PARTNER, ASSOCIATE, TRUSTEE, PERSONAL REPRESENTATIVE, RECEIVER, GUARDIAN, CUSTODIAN, CONSERVATOR OR OTHER LEGAL REPRESENTATIVE OF, OR CONSULTANT TO; AN ENTITY OR INDIVIDUAL THAT COMPETES WITH UNITED WAY OF OLMSTED COUNTY IN THE PROVISION OF SERVICES OR IN ANY OTHER CONTRACT OR TRANSACTION WITH A THIRD PARTY. C. GIFTS, GRATUITIES AND ENTERTAINMENT. A RESPONSIBLE PERSON ACCEPTING GIFTS, ENTERTAINMENT OR OTHER FAVORS FROM ANY INDIVIDUAL OR ENTITY THAT: I. DOES OR IS SEEKING TO DO BUSINESS WITH, OR IS A COMPETITOR OF UNITED WAY OF OLMSTED COUNTY; OR II. HAS RECEIVED, IS RECEIVING OR IS SEEKING TO RECEIVE A LOAN OR GRANT, OR TO SECURE OTHER FINANCIAL COMMITMENTS FROM UNITED WAY OF OLMSTED COUNTY; III. IS A CHARITABLE ORGANIZATION OPERATING IN MINNESOTA; IV. UNDER CIRCUMSTANCES WHERE IT MIGHT BE INFERRED THAT SUCH ACTION WAS INTENDED TO INFLUENCE OR POSSIBLY WOULD INFLUENCE THE RESPONSIBLE PERSON IN THE PERFORMANCE OF HIS OR HER DUTIES. THIS DOES NOT PRECLUDE THE ACCEPTANCE OF ITEMS OF NOMINAL OR INSIGNIFICANT VALUE OR ENTERTAINMENT OF NOMINAL OR INSIGNIFICANT VALUE WHICH ARE NOT RELATED TO ANY PARTICULAR TRANSACTION OR ACTIVITY OF UNITED WAY OF OLMSTED COUNTY. 2. DEFINITIONS. A. A "CONFLICT OF INTEREST" IS ANY CIRCUMSTANCE DESCRIBED IN PART 1 OF THIS POLICY. B. A "RESPONSIBLE PERSON" IS ANY PERSON SERVING AS AN OFFICER, EMPLOYEE OR MEMBER OF THE BOARD OF DIRECTORS OF UNITED WAY OF OLMSTED COUNTY. C. A "FAMILY MEMBER" IS A SPOUSE, DOMESTIC PARTNER, PARENT, CHILD OR SPOUSE OF A CHILD, BROTHER, SISTER, OR SPOUSE OF A BROTHER OR SISTER, OF A RESPONSIBLE PERSON. D. A "MATERIAL FINANCIAL INTEREST" IN AN ENTITY IS A FINANCIAL INTEREST OF ANY KIND, WHICH, IN VIEW OF ALL THE CIRCUMSTANCES, IS SUBSTANTIAL ENOUGH THAT IT WOULD, OR REASONABLY COULD, AFFECT A RESPONSIBLE PERSON'S OR FAMILY MEMBER'S JUDGMENT WITH RESPECT TO TRANSACTIONS TO WHICH THE ENTITY IS A PARTY. THIS INCLUDES ALL FORMS OF COMPENSATION. E. A "CONTRACT OR TRANSACTION" IS ANY AGREEMENT OR RELATIONSHIP INVOLVING THE SALE OR PURCHASE OF GOODS, SERVICES, OR RIGHTS OF ANY KIND, THE PROVIDING OR RECEIPT OF A LOAN OR GRANT, THE ESTABLISHMENT OF ANY OTHER TYPE OF PECUNIARY RELATIONSHIP, OR REVIEW OF A CHARITABLE ORGANIZATION BY UNITED WAY OF OLMSTED COUNTY. THE MAKING OF A GIFT TO UNITED WAY OF OLMSTED COUNTY IS NOT A CONTRACT OR TRANSACTION. 3. PROCEDURES. A. PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. B. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. C. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. D. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. FOR PURPOSES OF THIS PARAGRAPH, A MEMBER OF THE BOARD OF DIRECTORS OF UNITED WAY OF OLMSTED COUNTY HAS A CONFLICT OF INTEREST WHEN HE OR SHE STANDS FOR ELECTION AS AN OFFICER OR FOR RE-ELECTION AS A MEMBER OF THE BOARD OF DIRECTORS. E. RESPONSIBLE PERSONS WHO ARE NOT MEMBERS OF THE BOARD OF DIRECTORS OF UNITED WAY OF OLMSTED COUNTY, OR WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT IS NOT THE SUBJECT OF BOARD OR COMMITTEE ACTION, SHALL DISCLOSE TO THE CHAIR OR THE CHAIR'S DESIGNEE ANY CONFLICT OF INTEREST THAT SUCH RESPONSIBLE PERSON HAS WITH RESPECT TO A CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL BE MADE AS SOON AS THE CONFLICT OF INTEREST IS KNOWN TO THE RESPONSIBLE PERSON. THE RESPONSIBLE PERSON SHALL REFRAIN FROM ANY ACTION THAT MAY AFFECT UNITED WAY OF OLMSTED COUNTY'S PARTICIPATION IN SUCH CONTRACT OR TRANSACTION. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL DISCLOSE THE CIRCUMSTANCES TO THE CHAIR OR THE CHAIR'S DESIGNEE, WHO SHALL DETERMINE WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY. 4. CONFIDENTIALITY. EACH RESPONSIBLE PERSON SHALL EXERCISE CARE NOT TO DISCLOSE CONFIDENTIAL INFORMATION ACQUIRED IN CONNECTION WITH SUCH STATUS OR INFORMATION THE DISCLOSURE OF WHICH MIGHT BE ADVERSE TO THE INTERESTS OF UNITED WAY OF OLMSTED COUNTY. FURTHERMORE, A RESPONSIBLE PERSON SHALL NOT DISCLOSE OR USE INFORMATION RELATING TO THE BUSINESS OF UNITED WAY OF OLMSTED COUNTY FOR THE PERSONAL PROFIT OR ADVANTAGE OF THE RESPONSIBLE PERSON OR A FAMILY MEMBER. 5. REVIEW OF POLICY. A. EACH NEW RESPONSIBLE PERSON SHALL BE REQUIRED TO REVIEW A COPY OF THIS POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. B. EACH RESPONSIBLE PERSON SHALL ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. SUCH RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES MIGHT INCLUDE SERVICE AS A DIRECTOR OF OR CONSULTANT TO A NONPROFIT ORGANIZATION, OR OWNERSHIP OF A BUSINESS THAT MIGHT PROVIDE GOODS OR SERVICES TO UNITED WAY OF OLMSTED COUNTY. ANY SUCH INFORMATION REGARDING BUSINESS INTERESTS OF A RESPONSIBLE PERSON OR A FAMILY MEMBER SHALL BE TREATED AS CONFIDENTIAL AND SHALL GENERALLY BE MADE AVAILABLE ONLY TO THE CHAIR, THE EXECUTIVE DIRECTOR, AND ANY COMMITTEE APPOINTED TO ADDRESS CONFLICTS OF INTEREST, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSARY IN CONNECTION WITH THE IMPLEMENTATION OF THIS THIS POLICY. C. THIS POLICY SHALL BE REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. ANY CHANGES TO THE POLICY SHALL BE COMMUNICATED IMMEDIATELY TO ALL RESPONSIBLE PERSONS.
  FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE PRESIDENT IS REVIEW ANNUALLY BY THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE REVIEWS CURRENT SALARY AND BENEFITS, CONSIDERS EFFECTIVENESS AND RESULTS OF THE INDIVIDUAL, USES COMPARABILITY DATA FROM UNITED WAY OF AMERICA HUMAN CAPITAL SURVEY, DELIBERATES, DISCUSSES, AND PRESENTS A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL. THE BOARD OF DIRECTORS DELIBERATES AND DISCUSSES THE RECOMMENDATION, AND EITHER APPROVES, CHANGES, OR REJECTS THE RECOMMENDATION. KEY EMPLOYEES' COMPENSATION IS REVIEWED ANNUALLY BY THE PRESIDENT OF THE ORGANIZATION. THE PRESIDENT REVIEWS CURRENT SALARY AND BENEFITS, CONSIDERS EFFECTIVENESS AND RESULTS OF THE INDIVIDUALS, USES COMPARABILITY DATA FROM UNITED WAY OF AMERICA HUMAN CAPITAL SURVEY, AND IS RESPONSIBLE FOR DETERMINING THE COMPENSATION WITHIN ALLOWED LIMITS SET BY THE BOARD OF DIRECTORS.
  FORM 990, PART VI, SECTION C, LINE 19 THE AUDIT OF THE PAST YEAR FINANCIAL STATEMENTS AND IRS FORM 990 ARE AVAILABLE ON OUR WEBSITE AT WWW.UWOLMSTED.ORG. OUR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY CAN BE OBTAINED UPON REQUEST BY CALLING US AT 507-287-2000.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 76,034.
CHOICE OF INDEPENDENT AUDITOR AND OVERSIGHT OF THE AUDIT PART XI, LINE 2C THE AUDIT COMMITTEE, ORGANIZED WITH BOARD OF DIRECTOR MEMBERS IN COMPLIANCE WITH SECTION 301 AND 407 OF SARBANES-OXLEY, MEETS WITH THE AUDITOR BEFORE THE AUDIT TO SIGN AN ENGAGEMENT LETTER, AND DISCUSS ANY WORK TO BE DONE BY THE AUDITORS. THE AUDIT COMMITTEE MEMBERS ARE AVAILABLE TO THE AUDITORS DURING THE AUDIT TO DISCUSS ANY SIGNIFICANT FINDINGS. THE AUDIT COMMITTEE MEETS WITH THE AUDITORS TO REVIEW THE MANAGEMENT LETTER, AND A DRAFT COPY OF THE AUDIT REPORT IN COMPLIANCE WITH SECTION 204 OF SARBANES-OXLEY. THE AUDIT COMMITTEE MAY REQUEST FORMAT CHANGES TO THE AUDIT, AND APPROVES THE AUDIT REPORT TO BE FORWARDED TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES THE AUDIT REPORT FOR PUBLIC INSPECTION. SELECTION OF AN INDEPENDENT ACCOUNTANT IS PERFORMED BY THE AUDIT COMMITTEE EVERY THREE YEARS. A REQUEST FOR PROPOSAL IS ISSUED BY THE AUDIT COMMITTEE, EVERY THREE YEARS FOR AUDIT SERVICES. PROPOSALS ARE REVIEWED AND SCORED BY THE AUDIT COMMITTEE, AND AN AUDIT FIRM IS CHOSEN FOR RECOMMENDATION TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES THE SELECTION OF THE AUDIT FIRM. IN THE CASE THAT THE SAME AUDIT FIRM IS SELECTED, THE LEAD AUDIT PARTNER OR COORDINATING PARTNER MUST ROTATE OFF THE AUDIT EVERY FIVE YEARS. THE PROCESS OF CHOOSING AN INDEPENDENT AUDITOR AND OVERSEEING THE AUDIT HAS NOT CHANGED FROM PRIOR-YEARS.
  HEADING, ITEM L: YEAR OF FORMATION ON OCTOBER 29, 1925, A JOINT MEETING OF THE KIWANIS AND ROTARY CLUBS ALONG WITH THE "BUSINESS MEN OF ROCHESTER" WAS HELD IN THE ARTHUR HOTEL. ACCORDING TO THE MINUTES, THE MEETING WAS CALLED "FOR THE PURPOSE OF CRYSTALLIZING SENTIMENT IN FAVOR OF A COMMUNITY CHEST FOR ROCHESTER AND TO FORM [THE] ORGANIZATION." IN THE ANNUAL REPORT OF JANUARY 29, 1963 ROBERT C. ROESLER OBSERVED THAT WHILE THE PAST YEAR HAD BEEN THE 38TH YEAR OF OPERATION FOR THE COMMUNITY CHEST, IT WAS "ALSO THE FIRST OF AN ANTICIPATED SERIES OF SUCCESSFUL YEARS FOR THE UNITED FUND OF GREATER ROCHESTER." IN 1972, THE UNITED FUND OF GREATER ROCHESTER BECAME THE UNITED WAY OF OLMSTED COUNTY. THIS CHANGE NOT ONLY BROUGHT A "NEW LOOK TO OUR ORGANIZATION," WROTE CLIFFORD M. JOHNSON IN THE ANNUAL REPORT OF 1972, "BUT ALSO INVOLVED AN EXPANSION OF SERVICES TO MORE PEOPLE." THE YEAR SAW 1,400 NEW FIRST-TIME DONORS AND "GROWING PARTNERSHIPS WITH PUBLIC SERVICE AGENCIES AND GOVERNMENTAL UNITS."
PAYMENTS TO AFFILIATES PART IX, LINE 21 MEMBERSHIP IN UNITED WAY OF AMERICA CONSTITUTES AN AFFILIATE RELATIONSHIP UNDER THE IRS DEFINITION OF FEDERATED FUNDRAISING AGENCIES AND AS SUCH, DUES PAID TO UNITED WAY OF AMERICA BY UNITED WAY OF OLMSTED COUNTY ARE REPORTED ON LINE 21 OF PART IX OF FORM 990. THE PAYMENT REPORTED HERE IS A QUOTA SUPPORT PAYMENT TO UNITED WAY OF AMERICA FOR WHICH UNITED WAY OF OLMSTED COUNTY RECEIVES: - THE RIGHT TO USE THE NATIONAL BRAND IN CHARITABLE ENDEAVORS - NATIONAL ADVOCACY OF ISSUES - MEMBER EDUCATION AND TRAINING - CENTRALIZED CREATION AND SUPPORT FOR MARKETING OF FUNDRAISING CAMPAIGNS - FOSTERING OF RELATIONSIPS WITH NATIONAL ORGANIZATIONS THAT SUPPORT MULTIPLE MEMBERS - ESTABLISHMENT AND MONITORING OF COMPLIANCE WITH STANDARDS OF ACCOUNTABILITY BY MEMBERS - ESTABLISHMENT OF POLICIES AND PROCESSES THAT IMPROVE OPERATIONAL EFFICIENCIES AMONG MEMBERS - PROMOTION OF THE CONCEPT OF LOCAL COMMUNITY IMPACT ON A NATIONAL SCALE
ADDRESSES OF BOARD MEMBERS FORM 990, PART VI, SECTION A, LINE 11 TONI ADAFIN: 1090 CHIPPEWA DR NW ROCHESTER, MN 55901 RANDY CHAPMAN: 3728 122ND AVE SE EYOTA, MN 55934 ROMAIN DALLEMAND: 1100 20TH ST NW, APT 1 ROCHESTER, MN 55901 AUDREY BETCHER: 607 TOWER CT SE STEWARTVILLE, MN 55976 DON DECRAMER: 2720 RIDGEWOOD CT SE ROCHESTER, MN 55904 LARRY EDMONSON: 5448 15TH ST SE ROCHESTER, MN 55904 JON ECKHOFF: 3715 ARBOR DR NW ROCHESTER, MN 55901 NICKIE FROILAND: 985 CEDAR POINT LN SE ORONOCO, MN 55960 MARILYN HANSMANN: 4508 MEADOW LAKES DR NW ROCHESTER, MN 55901 STEVEN HILL: 1210 21ST ST NE ROCHESTER, MN 55906 BETTY HUTCHINS: 3430 LIMERICK LN NE ROCHESTER, MN 55906 KELLY MCDONOUGH: 4201 ARBOR LN NW ROCHESTER, MN 55901 CHRISTOPHER D. NELSON: 660 SHARDLOW PLACE NE BYRON, MN 55920 GAIL NELSON: 704 3RD AVE NW BYRON, MN 55920 PETER NYCKLEMOE: 1418 CITY VIEW CT NE ROCHESTER, MN 55906 CAROLYN PETERSEN: 1130 7TH AVE SW ROCHESTER, MN 55902 STEPHEN ROSE: 703 MEADOW RUN DR SW ROCHESTER, MN 55902 JOANNE ROSENER: 4130 57TH LN NW ROCHESTER, MN 55901 JIM RUSTAD: 2001 FOLWELL DR SW ROCHESTER, MN 55902 WENDY SHANNON: 5236 ROSELEE CIRCLE NW BYRON, MN 55920 DAVE STENHAUG: 7005 HALIFAX LN NW ROCHESTER, MN 55901 DALE WALSTON: 711 18 1/2 ST SE ROCHESTER, MN 55904 MIKE WILLARD: 2123 BAIHLY HILLS DR SW ROCHESTER, MN 55902
OVERHEAD RATIO FORM 990, PART IX, LINE 25 THE STANDARD FORMULA FOR CALCULATING THE OVERHEAD RATIO AMONG UNITED WAYS IS AS FOLLOWS: 990 FORM, PART IX, LINE 25, COLUMN C (M&G EXP.) + COLUMN D (FUNDRAISING EXP.) DIVIDED BY 990 FORM, PART VIII, LINE 12, COLUMN A (TOTAL REVENUE) THE UNITED WAY OF OLMSTED COUNTY, INC. OVERHEAD RATIO IS: 17%
OTHER COMPENSATION FORM 990, PART VII, COLUMN (F) OTHER COMPENSATION: INCLUDES BENEFITS ONLY FROM EMPLOYER CONTRIBUTIONS TO RETIREMENT PLAN, GROUP LIFE INSURANCE, LONG-TERM DISABILITY, HEALTH INSURANCE, AND CELL PHONE.
INFORMATION ABOUT GRANTS FORM 990, SCHEDULE I, PART 1 PROGRAM OPERATING COST: A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM OR INITIATIVE THAT IT OPERATES. THROUGH THESE SPECIFIC GOALS, WE ARE HELPING PEOPLE IN A NEW WAY. WE ARE BREAKING NEGATIVE CYCLES AND TACKLING THE ROOT CAUSES OF PROBLEMS TO CREATE LASTING CHANGE. THIS SHARED VISION IS MOBILIZING THE COMMUNITY AND CREATING COLLABORATIONS THAT PRODUCE RESULTS. TOGETHER, WE ARE CHANGING OLMSTED COUNTY FOR THE BETTER FOR ALL OF US. RESULTS FOR EACH OF THESE PROGRAMS CAN BE OBTAINED AT WWW.UWOLMSTED.ORG. THESE GRANTS WERE GIVEN IN THE FOLLOWING CATEGORIES: EDUCATION: CHILDREN ARE PREPARED TO SUCCED IN SCHOOL. THE GOAL OF THIS INITIATIVE IS THAT BY 2015, 7,500 (75%) OF CHILDREN IN OLMSTED COUNTY PASS THE KINDERGARTEN ASSESSMENT. PARTICIPATING AGENCIES INCLUDE: CHILD CARE RESOURCE AND REFERRAL; CIVIC LEAGUE DAY NURSERY; GOOD NEWS CHILDREN'S CENTER; BYRON SCHOOLS; TRI-VALLEY COUNCIL. EDUCATION: YOUTH ARE PREPARED TO SUCCEED IN OUR CUMMUNITY. THE GOAL OF THIS INITIATIVE IS THAT BY 2015, 3,300 LOW-INCOME YOUTH PARTICIPATING IN COMMUNITY-BASED PROGRAMS DEMONSTRATE CONNECTION TO A CARING ADULT AND COMMUNITY, AND LEADERSHIP IN THE COMMUNITY. PARTICIPATING AGENCIES INCLUDE: ROCHESTER FAMILY Y; BOYS & GIRLS CLUB; READING CENTER/DYSLEXIA INSTITUTE OF AMERICA; GIRL SCOUTS COUNCIL OF RIVER TRAILS; FRIENDS OF QUARRY HILL; FAMILY & CHILDREN'S CENTER. FINANCIAL STABILITY, FAMILIES MOVE TOWARD FINANCIAL INDEPENDENCE: JOB SKILLS. THE GOAL OF THIS INITIATIVE IS THAT BY 2015, 400 PEOPLE AT OR BELOW 280% POVERTY COMPLETE JOB SKILL TRAINING AND GAIN EMPLOYMENT WORKING 30+ HRS/WEEK, 45 WEEKS ANNUALLY, WITH HEALTH BENEFITS, EARNING MORE THAN $10 PER HOUR. PARTICIPATING AGENCIES INCLUDE: INTERCULTURAL MUTUAL ASSISTANCE ASSOCIATION; ROCHESTER COMMUNITY AND TECHNICAL COLLEGE. FINANCIAL STABILITY, FAMILIES MOVE TOWARD FINANCIAL INDEPENDENCE: STABLIZATION. THE GOAL OF THIS INITIATIVE IS THAT BY 2015, 65 FAMILIES ACHIEVE STABILIZATION WITH HOUSING, EMPLOYMENT OR EDUCATION AND BUILD ASSETS. PARTICIPATING AGENCIES INCLUDE: INTERFAITH HOSPITALITY NETWORK; ROCHESTER FAMILY Y; CATHOLIC CHARITIES. HEALTH, IMPROVING PEOPLES' HEALTH: DENTAL. THE GOAL OF THIS INITIATIVE IS THAT BY 2015, 3,520 UNDER AND UNINSURED 3 TO 14 YEAR-OLDS RECEIVE PREVENTIVE DENTAL CARE AND EDUCATION. PARTICIPATING AGENCIES INCLUDE: CHILDRENS DENTAL HEALTH. HEALTH, IMPROVING PEOPLES' HEALTH: BASIC HEALTH CARE. THE GOAL OF THIS INITIATIVE IS THAT BY 2015, 3,700 UNINSURED OLMSTED COUNTY RESIDENTS RECEIVE BASIC HEALTH CARE TO STABILIZE AND IMPROVE THEIR HEALTH. PARTICIPATING AGENCIES INCLUDE: SALVATION ARMY; INTERCULTURAL MUTUAL ASSISTANCE ASSOCIATION. HEALTH, IMPROVING PEOPLES' HEALTH: MENTAL ILLNESS. THE GOAL OF THIS INITIATIVE IS THAT BY 2015, THE UNINSURED AND LOW-INCOME PEOPLE RECEIVE EARLY INTERVENTIONS FOR MENTAL ILLNESS IN COMMUNITY SETTINGS. PARTICIPATING AGENCIES INCLUDE: FAMILY SERVICE ROCHESTER; ZUMBRO VALLEY MENTAL HEALTH CENTER; NAMI OLMSTED COUNTY, COMMUNITY BASICS, MEETING BASIC NEEDS OF FOOD, SHELTER, SAFETY, & INCLUSIVITY: FOOD. THE GOAL OF THIS INITIATIVE IS THAT BY 2015, 172,500 NUTRITIOUS MEALS ARE TO BE PROVIDED TO OUR MOST VULNERABLE POPULATIONS. PARTICIPATING AGENCIES INCLUDE: CHANNEL ONE; SALVATION ARMY; FAMILY SERVICE ROCHESTER. COMMUNITY BASICS, MEETING BASIC NEEDS OF FOOD, SHELTER, SAFETY, & INCLUSIVITY: SAFETY. THE GOAL OF THIS INITIATIVE IS THAT BY 2015, 16,260 CHILDREN AND YOUTH EXPERIENCE SAFE INTERACTIONS WITH CAREGIVERS AND PEERS THROUGH CRISIS CARE AND POSITIVE PARENT-CHILD AND YOUTH-YOUTH RELATIONSHIP BUILDING. PARTICIPATING AGENCIES INCLUDE: CHILD CARE RESOURCES AND REFERRAL; FAMILY SERVICE ROCHESTER; MAYO CLINIC ROCHESTER. COMMUNITY BASICS, MEETING BASIC NEEDS OF FOOD, SHELTER, SAFETY, & INCLUSIVITY: LEGAL. THE GOAL OF THIS INITIATIVE IS THAT BY 2015, 890 LOW-INCOME RESIDENTS HAVE ACCESS TO BASIC LEGAL REPRESENTATION AND EDUCATION. PARTICIPATING AGENCIES INCLUDE: LEGAL ASSISTANCE OF OLMSTED COUNTY. COMMUNITY BASICS, MEETING BASIC NEEDS OF FOOD, SHELTER, SAFETY, & INCLUSIVITY: VULNERABLE SENIORS. THE GOAL OF THIS INITIATIVE IS THAT BY 2015, 1,715 VULNERABLE SENIORS AND THOSE WITH LIMITED RESOURCES REMAIN IN THEIR HOMES LONGER THROUGH CASE MANAGEMENT AND SERVICES PROVIDED BY VOLUNTEER NETWORKS. PARTICIPATING AGENCIES INCLUDE: ELDER NETWORK; FAMILY SERVICE ROCHESTER; SALVATION ARMY. COMMUNITY BASICS, MEETING BASIC NEEDS OF FOOD, SHELTER, SAFETY, & INCLUSIVITY: INDEPENDENCE. THE GOAL OF THIS INITIATIVE IS THAT BY 2015, 1,068 OLMSTED COUNTY RESIDENTS WITH DISABILITIES EXPERIENCE INCREASED INDEPENDENCE AND INTEGRATION THROUGH EMPLOYEMENT AND LIFE-SKILLS BUILDING. PARTICIPATING AGENCIES INCLUDE: ABILITY BUILDING CENTER; POSSABILITIES. COMMUNITY BASICS, MEETING BASIC NEEDS OF FOOD, SHELTER, SAFETY, & INCLUSIVITY: SHELTER. THE GOAL OF THIS INITIATIVE IS THAT BY 2015, 315 HOMELESS OR NEAR HOMELESS PEOPLE HAVE ACCESS TO IMMEDIATE, SHORT-TERM SHELTER. PARTICIPATING AGENCIES INCLUDE: SALVATION ARMY. DONOR DESIGNATED FOR GENERAL SUPPORT: AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF ITS GENERAL OPERATING COSTS AND PROGRAMS. GRANTS ARE LISTED NET OF A 12.5% FUNDRAISING AND ADMINISTRATIVE FEE COLLECTED, AND ARE PAID OUT AFTER RECEIPT, ACCORDING TO THE DESIGNATION PAYOUT SCHEDULE.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

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