Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 470,611 | 1,002,624 | 1,597,584 | 1,286,918 | 1,357,933 | 5,715,670 |
| 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 | 470,611 | 1,002,624 | 1,597,584 | 1,286,918 | 1,357,933 | 5,715,670 |
| 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) .. | 103,809 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 5,611,861 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 470,611 | 1,002,624 | 1,597,584 | 1,286,918 | 1,357,933 | 5,715,670 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 22,353 | 5,378 | -198 | -1,074 | 7,890 | 34,349 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 101,916 | 129,474 | 132,541 | 125,630 | 489,561 | |
| 11 | Total support. Add lines 7 through 10 | 6,239,580 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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 on 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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 | OTHER INCOME 363,931 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | WITH DEDICATED VOLUNTEERS AND PARTNERS, WE HELP PEOPLE ADDRESS LIFE'S CHALLENGES IN A RESPECTFUL AND DIGNIFIED MANNER. WE DO THIS THROUGH COORDINATED ASSISTANCE, FOOD PROGRAMS, HOME DELIVERED MEALS, SPECIAL PROJECTS, NUTRITION EDUCATION AND CLOTHES SHOP. WVS RELIES ON VOLUNTEERS TO PROVIDE DIRECT ASSISTANCE IN OUR MAJOR PROGRAMS. WVS WAS RECERTIFIED THROUGH THE POINTS OF LIGHT FOUDATION AS A SERVICE ENTERPRISE ORGANIZATION. THIS DEMONSTRATES HOW COMMITTED WVS IS TO EFFECTIVELY DELIVERING ON OUR MISSSION BY ALIGNING VOLUNTEER PASSIONS AND SKILLS WITH MEANINGFUL VOLUNTEER POSITIONS. |
| FORM 990, PAGE 2, PART III, LINE 4A | THE SUPPLEMENTAL FOOD SHELF WVS IS ONE OF TWO FOOD SHELVES IN WINONA COUNTY. IN 2022 WE SERVED AN AVERAGE OF 696 HOUSEHOLDS EACH MONTH AND DISTRIBUTED AN AVERAGE OF 43,530 POUNDS OF FOOD OR ROUGHLY 63 POUNDS PER HOUSEHOLD PER VISIT. QUALIFYING INDIVIDUALS HAVE INCOMES UP TO 300% OF THE FEDERAL POVERTY GUIDELINES. THIS MEANS A SINGLE PERSON MAKING 19.60 AN HOUR OR LESS QUALIFIES TO USE THE FOOD SHELF (40,770) OR A FAMILY OF FOUR MAKING 40 AN HOUR (83,250 A YEAR) UPON ENTRY INTO THE FOOD SHELF, THE PERSON VERBALLY VERIFIES THEIR INCOME AND PROVIDES OTHER BASIC INFORMATION TO THE INTAKE VOLUNTEER. ONCE REGISTERED, THE PERSON IS GIVEN A SHOPPING LIST THAT GUIDES THEIR FOOD SELECTION PROCESS THROUGHOUT THE AISLES. THERE IS NO LIMIT ON THE AMOUNT OF TIME A HOUSEHOLD CAN USE THE FOOD SHELF DURING THE MONTH. 50% OF THE FOOD WAS PURCHASED OR FROM CHANNEL ONE FOOD BANK 21% WAS COMMUNITY DONATIONS 3% WAS PURCHASED FROM OTHER VENDORS 26% WAS FOOD RESCUE FROM WALMART, KWIK TRIP, HY-VEE, TARGET, ALDI & MIDTOWN |
| FORM 990, PAGE 2, PART III, LINE 4B | HOME DELIVERED MEALS VOLUNTEERS DELIVER LATE MORNING MEALS TO APPROXIMATELY 108 HOMEBOUND AND CONVALESCING WINONANS MONDAY THRU FRIDAY. 80 INDIVIDUAL VOLUNTEERS, 16 BUSINESSES AND 10 CONGREGATIONS COVER THE ELEVEN ROUTES. CLIENTS EITHER PAY FOR THEIR OWN MEAL AT 6.25 OR 6.75 WITH MILK OR ARE ON A WAIVER THROUGH THE COUNTY IN WHICH THEIR INSURANCE PAYS FOR THEIR MEALS. THE CLIENT SERVICES COORDINATOR QUALIFIES INDIVIDUALS TO THIS PROGRAM, MONITORS THEIR MEAL REQUESTS, AND RECONCILES THE MONTHLY BILLING WITH THE INDIVUALS' INSURER AND STEAK SHOP CATERING WHO BILLS WVS FOR THE MEALS AND OUR BOOKKEEPER SENDS THE RECONCILED BILLS TO THE CLIENTS. HOME DELIVERED MEALS WAS LOCALLY STARTED IN 1971 AND SERVES THE CITY OF WINONA AND GOODVIEW. OUR PROGRAM IS NOT AFFILIATED WITH THE MEALS ON WHEELS DELIVERY SERVICE WHICH IS FEDERALLY FUNDED AND COORDINATED BY SEMCAC. THEIR PROGRAM SERVES PEOPLE IN THE GREATER WINONA COUNTY. |
| FORM 990, PAGE 2, PART III, LINE 4C | COORDINATED ASSISTANCE PROGRAM THE CLIENT SERVICES COORDINATOR WORKS WITH COMMUNITY PARTNERS (CHURCHES, LAW ENFORCEMENT AND OTHER SERVICE PROVIDES) AND INFORMS THEM THAT WVS IS THE ONE-STOP-SHOP FOR ANYONE LOOKING FOR ASSISTANCE IN WINONA COUNTY DUE TO CHALLENGING AND UNEXPECTED SITUATION REFERRING INDIVIDUALS TO OUR CENTRALIZED HUB FOR ASSISTANCE SAVES EVERYONE TIME AND MAKES GETTING HELP SIMPLER. A SPECIALIZED FUND FROM THE WINONA COMMUNITY FOUNDATION ALLOWS WVS TO ISSUE VOUCHERS FOR GASOLINE, BUS TICKETS, LODGING, DIAPERS, CAB RIDES, CLOTHING, BEDS, RENT, DENTAL SERVICES, ID'S AND OTHER UNFORESEEN NEEDS PEOPLE HAVE. THE CLIENT SERVICES COORDINATOR ISSUES VOUCHERS BASED ON SPECIFIC PROGRAM GUIDELINES AND UTILIZES HER NETWORK OF COMMUNITY RESOURCES TO MAKE APPROPRIATE REFERRALS TO AVOID DUPLICATION OF SERVICES. |
| FORM 990, PAGE 2, PART III, LINE 4D | THE CLOTHES SHOP THE CLOTHES SHOP PROVIDES LOW-COST, HIGH QUALITY CLOTHING TO TRENDSETTERS, BARGAIN HUNTERS THE ECO-FRIENDLY AND ANYONE LOOKING FOR A GREAT DEAL. THE SALES GENERATE ADDITIONAL REVENUE FOR WVS WHILE PROVIDING INDIVIDUALS WITH FREE CLOTHING IN EMERGENCY SITUATIONS. WE PARTNER WITH NONPROFIT COMMUNITY OUT OF ROCHESTER MN AND SELL THEM ALL THE CLOTHING THAT DOES NOT MAKE THE CUT TO THE SHOP FLOOR. RECYCLING THESE ITEMS SAVES THEM FROM GOING INTO THE LANDFILL AND GIVES THEM A SECOND LIFE AS TEXTILES OR CLOTHING FOR FOLKS ABROAD. HOLIDAY PROJECTS STAFF COORDINATES THE FREE CONGREGATE EASTER DINNER COMPLIMENTS OF CHARTWELLS DINING SERVICE OUT OF ST MARY'S UNIVERSITY. WE DELIVERED ROUGHLY 301 MEALS TO COMMUNITY MEMBERS ON EASTER SUNDAY. A WEEK BEFORE CHRISTMAS, WE DISTRIBUTE 400 HAM BAGS TO CURRENT FOOD SHELF CLIENTS AFFORDING THEM THE OPPORTUNITY TO PREPARE A FRESH HOLIDAY MEAL FOR THEIR FAMILY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE AUDIT FIRM PRESENTS THE AUDIT AND 990 TO MEMBERS OF THE FINANCE COMMITTEE. THE FINANCE COMMITTEE REVIEWS THE INFORMATION AND ASKS QUESTIONS OR REQUESTS CLARIFICATION FROM THE AUDIT FIRM. ONCE ACCEPTED BY THE FINANCE COMMITTEE, A COPY OF THE AUDIT AND 990 ARE SCANNED TO THE WVS SECURE WEBSITE FOR BOARD MEMBERS TO REVIEW PRIOR TO THE NEXT BOARD MEETING. HARD COPIES OF THE AUDIT AND 990 ARE ALSO AVAILABLE TO BOARD MEMBERS. AT THE BOARD MEETING, THE FINANCE COMMITTEE REVIEWS THE HIGHLIGHTS FROM THEIR MEETING WITH THE AUDITOR. ONCE ALL QUESTIONS OR CONCERNS ARE ADDRESSED, THE BOARD VOTES TO FILE THE MN CHARITABLE ORGANIZATION FORM AND RELATED 990 AND TO ACCEPT THE INDEPENDENT AUDITORS REPORT. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS READ AND SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. DURING A BOARD VOTE, INDIVIDUALS WILL ABSTAIN FROM THE VOTE IF THEY HAVE A DIRECT RELATIONSHIP CONFLICT WITH THE OUTCOME OF THE MOTION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMMITTEE CONDUCTS ITS ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR PRIOR TO THE END OF THE YEAR. THE EXECUTIVE COMMITTEE ALSO REVIEWS THE CURRENT SALARY AND BENEFITS SURVEY FROM THE MINNESOTA COUNCIL OF NONPROFITS. BASED ON THE PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR, THE COMMITTEE RECOMMENDS THE EXECUTIVE DIRECTORS COMPENSATION FOR THE NEXT YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE EXECUTIVE DIRECTOR CONDUCTS ANNUAL REVIEWS OF THE STAFF BEFORE THE END OF THE YEAR AND PRIOR TO APPROVING THE BUDGET. BASED ON THEIR PERFORMANCE REVIEWS, THE EXECUTIVE DIRECTOR PRESENTS ANY CHANGES TO STAFF COMPENSATION FOR THE NEXT BUDGET YEAR TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE REVIEWS THE PROPOSED CHANGES IN COMPENSATION AS PART OF THE OVERALL BUDGET SETTING PROCESS AND POSTS THE PROPOSED BUDGET FOR ALL BOARD MEMBERS TO REVIEW AND COMMENT ON PRIOR TO THE JANUARY BOARD MEETING. THE NEW BUDGET, INCLUDING PROPOSED STAFF COMPENSATION, IS APPROVED BY THE FULL BOARD AT THE JANUARY BOARD MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE EXECUTIVE DIRECTOR WILL PROVIDE A COPY OF THE DOCUMENTS TO AN INDIVIDUAL UPON THEIR REQUEST. |
| FORM 990, PART XI, LINE 9 | VALUE OF GOODS DONATED 114,794 FUNDRAISING EXPENSE 3,236 VALUE OF GOODS DONATED -114,794 FUNDRAISING EXPENSE -3,236 |
| Software ID: | |
| Software Version: |