2020 Annual Report

Page 1

ANNUAL REPORT 2020 United Way of Northeastern SD, Inc.



A MESSAGE FROM OUR BOARD PRESIDENT As I sit here in my living room pondering what to type, my feet are propped on my footrest. I am in my favorite, faded sweatshirt and equally comfy sweatpants, and I am typing away on my laptop. I start to shake my head and think, “How does one reflect back on 2020?” Do I compare it to my tattered and well-worn, yellow, Rocky Mountain National Park sweatshirt, which has seen better days? It has been many places, witnessed good, bad, and ugly experiences, and represents so many memories that I will never throw it away. Maybe I could describe 2020 like my sock with a small hole on the heel that my wife will throw away the next time she’s folding socks? 2020: What to think? Is it the cozy sweatshirt that cannot be thrown away, or the sock with the hole that should be thrown away? Instead of clothing metaphors, perhaps I need something easier, like Star Wars comparisons. It’s kind of like we, the world, are the Resistance, and 2020’s COVID-19 is the First Order or the Empire. And yet in the middle of the chaos, humanity - like the Jedi and the Resistance - realized that to beat

WE HAVE LEARNED T HE POWE R OF G ENEROS IT Y , ING ENU IT Y , COOPERAT ION, FRIEND S HIP, AND PAT IENCE.

it, we must work together. Leading the resistance are all the frontline healthcare workers, first responders, and those who are away from family giving so much time to take care of those in need during the Pandemic. It is one of those times when those two, simple words seem insufficient. From our hearts — big and small — THANK YOU! You are the true heroes! Another huge thank you to all the agencies that have continued to provide their services through the Pandemic. Your relentlessness and creativity have been needed more than ever. Thank you to Aaron and Angie for being agile and stepping up in so many ways in 2020. When the United Way was asked by Brown County Emergency Management to help lead the Covid-19 response efforts for nonprofits, you two were up for the task. Choosing United Way was a testament to your leadership and the respect you have within our community. Congratulations, Aaron, for being recognized as the George Award winner from the Chamber of Commerce. Well-deserved and what a great honor! Thank you to the both of you for teaching me all that is good within the United Way and the agencies we serve. I am thankful for the opportunity to work side by side with the two of you over the last two years.

Kip Hansen

Thank you to the United Way Board for giving your extra time when needed even though you were all busy taking care of the numerous things going on in your own local businesses, and personal lives. With your hard work, the United Way was able to provide over half a million dollars in allocations to our United Way Agencies. We were able to honor all financial commitments during the Pandemic. In addition, $126,000 in Covid-19 relief funds were raised and distributed to those in need during the Pandemic. One example of the use of these funds was providing 500+ meals through the Meals on Wheels Program for people impacted by COVID-19. Finally, I would like to thank our United Way’s donors for your continued support. Your involvement and generosity have been tremendous. The strength of United Way comes from a united front. It is this unity in our community that strengthens us like it strengthened the Resistance who beat the empire because, “We had each other. That's how we won.” Though the year was different and difficult, we discovered that we learned from 2020. Rey Skywalker, a female Jedi Master, stated, “Light. Darkness. A balance,” and that encapsulates our 2020 predicament. We have learned the power of generosity, ingenuity, cooperation, friendship, and patience. I am excited to see the United Way in our community in 2021 under the leadership of Aaron, Angie and Kevin Foss, our 2021 United Way Board President. Success is inevitable, for the Force is surely with them. - Kip Hansen, Board President 2020


A MESSAGE FROM OUR EXECUTIVE DIRECTOR The year 2020 is something we will never forget. Amid uncertainty, fear, and discourse, the United Way found itself with an opportunity to try to help lead our region safely through the Covid-19 Pandemic. Calling upon all the resources available in our network, we stand at the beginning of 2021 with a renewed hope of better things to come along with an appreciation for what we as a community have been through together. Being that this is a full year in review, I want to highlight the fact that we began 2020 by eclipsing our campaign goal of $705,000. An accomplishment that would not have been possible without the strong leadership of our Board, volunteers, and our campaign chairs, Mike and Stacy Levsen. In February of 2020, our United Way Foundation Board allocated $46,000 in grants to programs in the region. This is on top of the budgeted half million-dollar allocation for 32 programs in our region. Then on March 13, 2020 the United Way organized a special meeting of our member agencies and

WE STAND AT

board representatives to address the growing concern related to Covid-19. For many, March 13, 2020 is considered the official start date of the pandemic in South Dakota. The next day, the city

THE BEGINNING

convened a leadership meeting to begin addressing how we as a community, state, and a country

OF 2021 WITH A

created their emergency planning center. The United Way was asked help to coordinate the local

RENEWED HOPE OF BETTER THINGS TO COME Aaron Schultz

would react to the global pandemic. At that meeting, Brown County Emergency Management non-profit response. As the region began to feel the impact of the pandemic, the United Way Board of Directors, instructed United Way staff to create a special Covid-19 relieve fund specific for non-profits in our region. Through strategic partnerships with the Aberdeen Community Foundation, the United Way Foundation, and local business partners, we collected over $126,000 in four weeks. The COVID-19 relief fund assisted non-profits with short term financial losses and special COVID-19 related programing assisting others in our region. If 2020 has taught us anything, it is the ability to adapt to an ever-changing environment. This year our 2020/21 campaign was almost completely virtual. The heavy burden of communicating our message virtually fell upon Ms. Angie Cleberg and the good folks at McQuillen Creative Group. They did an outstanding job articulating our message of ‘United We Pledge.’ Through the partnerships formed through our 89-year history, companies stepped up. Final numbers are still being tabulated but we should be close to our original goal of over $700,000. This is an incredible accomplishment considering obstacles in front of everyone. Lastly, I cannot thank the incredible work of the United Way Board of Directors. This group of dedicated men and women helped us navigate some of the most difficult waters with graciousness and ease. We look forward to 2021 and what lies ahead for the United Way, partner agencies, and all the great programs serviced in our region. Aaron Schultz, Executive Director



UNITED WAY PARTNER AGENCIES ABERDEEN FAMILY YMCA Youth Development Center Camp Dream-Makers Youth Programs

HABITAT FOR HUMANITY Habitat Homes

ABERDEEN SENIOR CENTER Meals on Wheels Senior Center Activities

LUTHERAN SOCIAL SERVICES Aberdeen Area Counseling New Beginnings Center

AMERICAN RED CROSS Disaster Cycle Services BETHESDA K.O. Lee Adult Day Health Services

HELPLINE CENTER 211 Helpline

NORTHEASTERN MENTAL HEALTH Autism Specialty Services RIDE LINE

BOYS & GIRLS CLUB Membership/Activities Education Programs After School Transportation/Food

SPURS

BOY SCOUTS - SIOUX COUNCIL

SENIOR COMPANIONS

CASSP Dental Van Flex Funding for Families CORNERSTONES Adult Ed/Literacy GIRL SCOUTS DAKOTA HORIZONS

SAFE HARBOR Crisis Intervention Kids Konnection

THE SALVATION ARMY Area Food Services Community Center Material Economic Assistance TIGER POST After School Program Summer Programs YAPATORIUM After School Program

RAISED HERE, STAYS HERE


2019-21 Budget Evaluation Team

2020 Board of Directors Kip Hansen President

It is the role of the Budget/Evaluation Committee to see that funds raised are wisely,

Heidi Myhre, President-Elect

honestly, and efficiently spent. Budget/Evaluation

Cody Hageman, Treasurer

interest, specifically the interests of the

Melinda Reints, Secretary

recipients of service on the other.

Kevin Foss, Officer

Committee volunteers represent the community contributors on one hand and the

Adam Christenson—Schwan Financial Group Andy Rehder—3M

Andy Rehder—3M Belinda Crompton—Glacial Lakes Energy, LLC Cody Hageman—Swenson Commodities Dr. Colleen Murley—Simmons Middle School

Camille Kaul—Aberdeen Public School District Chris Mueller—Lang’s TV & Appliance Cody Hageman—Swenson Commodities Dana Oye—Target David Sandvig—Dacotah Bank Dawn Imrie—Zuntafi

Chief Dave McNeil—Aberdeen Police Department

Devin Reints—Dakota Broadcasting

Dawn Imrie—Zuntafi

Jacob Robertson—Northwestern Energy

Dawn Williams—South Dakota Department of Labor

Dr. Jason Pettigrew—Presentation College Jeff Evenson—Northern Valley Communications

Dr. Tim Downs—Northern State University

Jessica Harry—Great Western Bank

Heidi Myhre—Sanford Aberdeen Medical Center

Jim Kuch—US Bank

Jeff Evenson—Northern Valley Communication Kevin Foss—Centennial Homes Kip Hansen—Dacotah Bank Kristen Sauer—US Bank Lisa Lenihan—Horton Inc. Melinda Reints—Wells Fargo Bank Nicole Fischer—Fischer Art Starla Siefkes—Butler Machinery Company Tarah Heupel—Sanford Aberdeen Medical Center

John Kannegieter Josh Rife—Farm Credit Services of America Kevin Foss—Centennial Homes Kip Hansen—Dacotah Bank Kyle Zimmer—Pierson Ford Megan Frewaldt—Northern State University Melinda Reints—Wells Fargo Bank Mike Williams—Northwestern Energy Nancy Schmidt—Midco Nathan Golz—Wells Fargo Advisors Paul Hopkins—Midstates Printing Scott Noeldner—Primrose Retirement Communities Stacie Wiedenbush—Aberdeen Area Chamber of

Terry Simon—Plains Commerce Bank

Commerce

Todd Forkel—Avera Health

Starla Siefkes—Butler Machinery

Honorable Tony Portra—5th Judicial Circuit Troy Holtey—Wells Fargo Advisors

Tarah Heupel—Sanford Aberdeen Medical Center Teresa Garofalo Travis Brist—Molded Fiber Glass Co. Troy Holtey—Wells Fargo Advisors


United Way of Northeastern SD Foundation

2020 United Way Foundation Board of Directors Mark Hahler—CorTrust Bank

Nathan Golz—Wells Fargo Advisors

Gary DeVries—Lamont Enterprises LP

Melinda Reints—Wells Fargo Bank

Brett Deibert—Farm Credit Services of America

David Sandvig—Dacotah Bank

Heidi Myhre—Sanford Health Aberdeen

Scott Noeldner—Primrose Retirement Communities

Kip Hansen—Dacotah Bank

Ryan Schimke—Great Western Bank

Kevin Foss—Centennial Homes

Cody Hageman—Swenson Commodities

2020 Foundation Grant Recipients Aberdeen Family YMCA

$4,900

Indoor Climber

Boys & Girls Club of Aberdeen Area

$6,500

Kitchen Equipment & Touchscreen TV

Cornerstones Career Learning Center

$1,500

LCD Projectors

Girl Scouts

$1,000

Scholarship Funding

Lutheran Social Services

$6,000

Surveillance Cameras for New Beginnings Center

Northeastern Mental Health Center

$10,000

Outpatient Substance Use Services & DUI/Drug Court

The Salvation Army

$5,000

Feed the Kids Program

Aberdeen Area Senior Center

$3,500

NuStep Cross Trainer

United Way

$5,000

Grant Match for Community Education Project

YAPA

$2,600

Band Equipment

TOTAL

$46,000

UW Director Aaron Schultz and Aberdeen Area Senior Center Jackie Witlock

UW Foundation President Nathan Golz and Salvation Army Major Dale Hunt

Elyce Kastigar YMCA, Nathan Golz UW Foundation, Mike Quast YMCA, and Kaylee Johnson YMCA


Award of Excellence — Employee per capita giving of $100 or more Aberdeen Area Senior Center

HKG Architects, Inc.

Richards, Tonner, Oliver, & Fischbach

Aberdeen Dental

Insurance Plus

Ronayne Law Office, P.C.

Aberdeen Flying Service

Investment Centers of America

Schwan Financial Group

Ameriprise Financial Services, Inc

Lang`s Audio TV and Appliance

Squire Lussem Agency

Ascendium

Nelnet

Swenson Commodities

Butler Machinery Company

Northern Valley Communications/James Valley

Titles of Dakota

Carrels & Bain Family Dental Care

Telecommunications

United Way of Northeastern SD

Centennial Homes Corporate Office

NuStar

US Bank

Dacotah Bank

Plains Commerce Bank

Vosika Fencing

Dacotah Banks, Inc.

Premier Plastics, Inc.

Wells Fargo Advisors

Edward Jones

Primrose Retirement Communities

Wells Fargo Bank

Eide Bailly LLP

Richardson Law Firm

Wright & Sudlow, Inc.

Great Western Bank

Zuntafi

Gold Award — Employee per capita giving of $50—$99 Farm Credit Services of America

Horton, Inc.

Siegel, Barnett, & Schutz

Glacial Lakes Energy, LLC

Kitchen Tune-Up

Steven Lust Automotive

Harm’s Oil

Legacy Management

Target Stores

Midco

VanLaecken Orthodontics

Helms & Associates

Northwestern Energy

EMPLOYEE CAMPAIGN—Employee gifts at a minimum of $200 with at least a 20% increase Aberdeen Dental Brown County Sheriff’s Office Cathexis Partners Dairy Queen Dakota Plains Real Estate & Development Edward Jones

Eide Bailly LLP Grinnell Mutual Malsam Company Mettler-Sichmeller Engineering Midstates, Inc. My Place Hotels of America

Northern State University Presentation College Richards, Tonner, Oliver, & Fischbach The Rivett Group Titles of Dakota

2020 ‘Give From the Heart’ Award Winner Company campaign with highest % increase

Results as of 2/01/2021



A MESSAGE FROM OUR BOARD TREASURER United Way of Northeastern South Dakota have been good stewards of donor gifts with 99% of donations staying local. The Full Board and Executive Committee fulfills one of their fiduciary responsibilities by reviewing the financials on a regular basis. This oversight ensures that donations are managed appropriately. Aaron and Angie are both fiscally responsible in their day-to-day work to ensure donor gifts are meeting the community needs. They both work tirelessly in seeking new funding sources and maintaining existing relationships which provides financial strength and stability. On a non-financial note, Aaron and Angie both go above and beyond with volunteering themselves and organizing volunteering efforts outside of the United Way.

[UNITED WAY] WORKS TIRELESS IN SEEKING NEW FUNDING SOURCES

United Way has several dual control processes in place to safeguard funds. There is also an Allocation Committee that reviews the agency’s requests. The Committee will make recommendations, based on their review and the community needs, to the Board. The Board has final approval of the distribution of funds and again fulfills their fiduciary responsibility by placing the United Way’s mission and community needs above their own personal interests.

AND MAINTAINING EXISTING RELATIONSHIPS, WHICH PROVIDE FINANCIAL STRENGTH AND STABILITY.

Covid-19 posed several challenges throughout 2020. Many families, organizations, and businesses were directly impacted by the pandemic. United Way stepped up to the challenge by raising an additional $126,119 in Covid-19 Relief Funds. In addition, with the uncertainty of donor’s financial position, United Way requested and was awarded a $25,000 PPP Loan. The following pages reflect the United Way’s financials. The 5 Year Financial Analysis is a graphic representation of the United Way’s Goal and the Agency Requests, compared to actual Donations received and the funding for Program Services and Administration expenses. In 2019/2020, with the additional Covid-19 Funds, Donations far exceeded the Goal as did funding for Program Services

Cody Hageman

compared to the Agency Requests. Administration expenses have remained stable over the past five years. Our external auditors, Eide Bailly, LLP, have audited the consolidated financial statements of United Way of Northeastern South Dakota, Inc. and concluded that the financial statements present fairly, in all material respects, the financial position of United Way as of August 31,2020 and 2019, and the changes in its net assets and its cash flows for the years then ended in accordance with accounting principles generally accepted in the United States of America. The accompanying pages are excerpts from the audited financial statements. Those pages include the Consolidated Statement of Financial Position and Consolidated Statement of Activities. A Complete copy of the United Way’s audit may be obtained from the web-site: https://uwnesd.org/financials-and-audits-united-waynortheastern-sd/ It has been my honor to be a part of the United Way for the past three years as a Board Member and in the Treasurer role this past year. I truly have enjoyed the break from the for-profit world and am always amazed at how much United Way impacts our community. Through their mission, United Way provided funding for 26 agencies, and 38 programs in 2020. Cody Hageman, Board Treasurer

Audited financial statements for fiscal year 2019/20 available at: https://uwnesd.org/financials-and-audits-united-way-northeastern-sd/


Audited financial statements for fiscal year 2019/20 available at:

https://uwnesd.org/financials-and-audits-united-way-northeastern-sd/


United Way of Northeastern South Dakota, Inc.

Consolidated Statements of Financial Position August 31, 2020 and 2019 2020

Assets Current Assets Cash and cash equivalents Certificates of deposit Contributions receivable, net of allowances Prepaid expenses

$

Total current assets

95,368 104,718 156,289 2,638

2019

$

359,013

Property and Equipment Furniture and equipment Computers and software Less accumulated depreciation Total property and equipment Investments Cash value life insurance Investments held by Foundation Total investments

62,567 103,368 138,934 3,464 308,333

3,678 4,876 8,554 (6,578)

3,678 4,876 8,554 (5,784)

1,976

2,770

8,424 1,114,398

8,099 1,047,357

1,122,822

1,055,456

$

1,483,811

$

1,366,559

$

94 2,740 25,000

$

2,483 -

Liabilities and Net Assets Current Liabilities Accrued interest Accrued vacation Refundable advance Total current liabilities

27,834

2,483

1,184,028

1,112,417

100,000

100,000

1,284,028

1,212,417

With donor restrictions

171,949

151,659

Total net assets

1,455,977

1,364,076

Net Assets Without donor restrictions Undesignated, available for general activities Designated: Contingency fund Total net assets without donor restrictions

$

1,483,811

$

1,366,559

Audited financial statements for fiscal year 2019/20 available at: https://uwnesd.org/financials-and-audits-united-way-northeastern-sd/


Public Support and Revenue Public support Campaign contributions COVID-19 relief fund contributions Less amounts designated by donors for specific organizations Initiatives contributions Total public support

2020 With Donor Restrictions

2019 With Donor Restrictions

Total

Consolidated Statements of Activities Years Ended August 31, 2020 and 2019

Without Donor Restrictions

United Way of Northeastern South Dakota, Inc.

Total

673,695 (16,945) 17,000

$

672,707 (16,945) 17,000

673,750

$

988 -

672,762

$

723,247 86,119 (17,372) 20,000

988

$

723,247 86,119 (17,372) 20,000

811,994

$

-

811,994

Without Donor Restrictions $

-

-

736,627

(697,337)

565,752 (16,945)

697,337

(24,575)

548,807

-

-

44,141

(791,704)

761,202

-

592,948

791,704

565,752 (16,945)

-

94,677 80,628

Net assets released from restrictions

974,077

548,807

-

175,305

46,124 2,000 14,753

551,048 114,795 (17,372)

44,141

-

62,877 20,290

648,471

592,948

-

-

-

50,346

94,677 80,628

953,787

-

698,817

175,305

768,253

46,124 2,000 14,753

551,048 114,795 (17,372)

-

97,457 85,902

(31,626)

62,877

648,471

-

183,359

-

1,395,702

157,920 4,163

50,346

-

768,253

(24,575)

$ 1,364,076

162,083

Total other revenue

698,817

-

(7,051)

151,659

176,234

-

Total public support and revenue

97,457 85,902

882,176

1,219,468

-

Total distributions to local agencies

Expenses Program services expense Distributions to local agencies COVID-19 relief fund distributions to local agencies Less allocations funded through donor designations

183,359

-

91,901

$ 1,212,417

157,920 4,163

Total supporting services expenses

882,176

20,290

1,364,076

Change in Net Assets

Supporting services expense Management and general Fundraising

Total program services expenses

Program services - local agencies

Total expenses

71,611

$ 1,455,977

162,083

$

151,659

Other revenue Net investment return Grant income In-kind and miscellaneous income

$

171,949

$ 1,284,028

1,212,417

Net Assets, Beginning of Year Net Assets, End of Year

Audited financial statements for fiscal year 2019/20 available at: https://uwnesd.org/financials-and-audits-united-way-northeastern-sd/



WE PLEDGE TO… MAKE YOUR DOLLAR GO FURTHER

AMPLIFY YOUR VOICE CREATE OPPORTUNITIES TO USE YOUR ENERGY IN THE CAUSES YOU’RE MOST PASSIONATE ABOUT

THIS IS THE PLEDGE WE COMMIT TO EVERYDAY THIS IS WHAT WE’RE BUILT FOR

UNITED WE PLEDGE United Way fights for the health, education and financial stability of every person in every community.

www.uwnesd.org

NOW, MORE THAN EVER, WE STAND WITH OUR COMMUNITY


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