Civic Intelligence

United Way of Bemidji Area

EIN 41-1567744 • 501(c)3 • Bemidji, MN

Profile

United way of bemidji area's mission is to improve lives by mobilizing the caring power of the community. Our focus on advancing the common good creates a meaningful difference in the lives of area children, youth, aging adults and their caregivers, people in crisis and people with mental and physical disabilities by focusing on the building blocks for a good life: education - helping children, youth and adults achieve their full potential; income - promoting financial stability, increasing self- sufficiency and independence; and, health - improving people's health and social well-being, and providing emergency services. The united way's agenda for advancing the common good includes: investing in nonprofit health and human service programs and services that address the most critical needs and deliver the greatest impact possible; implementing community impact initiatives and support year round programs that address new and emerging needs; and, forming strategic partnerships and collabo

716 Paul Bunyan Dr NW PO Box 27Bemidji, MN 56619

www.unitedwaybemidji.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.56x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.93x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$91,560

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

95th percentile

102%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,189,429

Up $1,103,143 (+102%) from 2023

Liabilities

Up

$1,236,541

Up $946,579 (+326%) from 2023

Net Assets

Up

$952,888

Up $156,564 (+20%) from 2023

Revenue

Up

$1,327,489

Up $148,737 (+13%) from 2023

Expenses

Down

$1,171,251

Down $92,512 (-7.3%) from 2023

Net Income

Up

$156,238

Up $241,249 (+284%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $746,772Liabilities 2011: $180,126Net Assets 2011: $566,6462011Assets 2012: $778,119Liabilities 2012: $147,422Net Assets 2012: $630,6972012Assets 2013: $819,320Liabilities 2013: $158,186Net Assets 2013: $661,1342013Assets 2014: $816,318Liabilities 2014: $163,389Net Assets 2014: $652,9292014Assets 2015: $816,719Liabilities 2015: $156,982Net Assets 2015: $659,7372015Assets 2016: $804,773Liabilities 2016: $152,278Net Assets 2016: $652,4952016Assets 2017: $845,077Liabilities 2017: $172,134Net Assets 2017: $672,9432017Assets 2018: $948,611Liabilities 2018: $164,321Net Assets 2018: $784,2902018Assets 2019: $899,508Liabilities 2019: $162,813Net Assets 2019: $736,6952019Assets 2020: $1,117,305Liabilities 2020: $168,234Net Assets 2020: $949,0712020Assets 2021: $1,147,880Liabilities 2021: $174,304Net Assets 2021: $973,5762021Assets 2022: $1,122,251Liabilities 2022: $275,864Net Assets 2022: $846,3872022Assets 2023: $1,086,286Liabilities 2023: $289,962Net Assets 2023: $796,3242023Assets 2024: $2,189,429Liabilities 2024: $1,236,541Net Assets 2024: $952,8882024

Highlighted filing

2024

Assets$2,189,429
Liabilities$1,236,541
Net Assets$952,888

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $464,187Expenses 2011: $483,411Net Income 2011: -$19,2242011Expenses 2012: $494,2162012Revenue 2013: $523,358Expenses 2013: $522,028Net Income 2013: $1,3302013Revenue 2014: $479,935Expenses 2014: $486,707Net Income 2014: -$6,7722014Revenue 2015: $556,327Expenses 2015: $487,365Net Income 2015: $68,9622015Revenue 2016: $450,624Expenses 2016: $473,114Net Income 2016: -$22,4902016Revenue 2017: $468,612Expenses 2017: $466,925Net Income 2017: $1,6872017Revenue 2018: $711,407Expenses 2018: $574,619Net Income 2018: $136,7882018Revenue 2019: $620,162Expenses 2019: $699,688Net Income 2019: -$79,5262019Revenue 2020: $1,257,425Expenses 2020: $1,067,045Net Income 2020: $190,3802020Revenue 2021: $1,048,489Expenses 2021: $1,050,695Net Income 2021: -$2,2062021Revenue 2022: $944,519Expenses 2022: $1,015,462Net Income 2022: -$70,9432022Revenue 2023: $1,178,752Expenses 2023: $1,263,763Net Income 2023: -$85,0112023Revenue 2024: $1,327,489Expenses 2024: $1,171,251Net Income 2024: $156,2382024

Highlighted filing

2024

Revenue$1,327,489
Expenses$1,171,251
Net Income$156,238

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$1.24$0.95$1.33$1.17$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.29$0.80$1.18$1.26$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.28$0.85$0.94$1.02$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.17$0.97$1.05$1.05$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.17$0.95$1.26$1.07$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.16$0.74$0.62$0.70$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.16$0.78$0.71$0.57$0.14
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.17$0.67$0.47$0.47$0.00
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.15$0.65$0.45$0.47$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.16$0.66$0.56$0.49$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.16$0.65$0.48$0.49$0.01
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.82$0.16$0.66$0.52$0.52$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.15$0.63$0.49
2011Summary only. Only limited summary data is available for this year.$0.75$0.18$0.57$0.46$0.48$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$649,393
Mission and Program Overview

Mission

United way of bemidji area's mission is to improve lives by mobilizing the caring power of the community. Our focus on advancing the common good creates a meaningful difference in the lives of area children, youth, aging adults and their caregivers, people in crisis and people with mental and physical disabilities by focusing on the building blocks for a good life: education - helping children, youth and adults achieve their full potential; income - promoting financial stability, increasing self- sufficiency and independence; and, health - improving people's health and social well-being, and providing emergency services. The united way's agenda for advancing the common good includes: investing in nonprofit health and human service programs and services that address the most critical needs and deliver the greatest impact possible; implementing community impact initiatives and support year round programs that address new and emerging needs; and, forming strategic partnerships and collabo

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$280,952$308,607▲ $27,655
Savings and Temporary Cash Investments$318,663$280,961▼ $37,702
Pledges and Grants Receivable$199,083$201,540▲ $2,457
Land, Buildings, and Equipment, Net$1,921$15,270▲ $13,349
Prepaid Expenses and Deferred Charges$4,104$3,429▼ $675
Cash and Non-Interest-Bearing Accounts$50$50→ $0
Total Assets$804,773$845,077▲ $40,304
Other Assets Total-$35,220-
Liabilities
Grants Payable$150,000$144,000▼ $6,000
Accounts Payable and Accrued Expenses$2,278$28,134▲ $25,856
Total Liabilities$152,278$172,134▲ $19,856
Net Assets / Fund Balance
Unrestricted Net Assets$600,402$613,128▲ $12,726
Temporarily Rstr Net Assets$52,093$59,815▲ $7,722
Total Net Assets Fund Balance$652,495$672,943▲ $20,448
Total Liabilities and Net Assets / Fund Balance$804,773$845,077▲ $40,304

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,270$14,506$29,776

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$280,952-▲ $39,863$12,207$308,608
2016$278,671-▲ $21,772$19,491$280,952
2015$291,738-▼ $2,740$10,327$278,671
2014$284,165-▲ $16,686$9,113$291,738
2013$251,077-▲ $41,069$7,981$284,165
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Denae AlamanoExecutive DiFT$48,000$48,000

Board Members and Trustees

NameTitle
Doug OmanPresident
Jean BaerDirector
Jeremie MidboeDirector
Lois AndersonDirector
Mychal StittsworthDirector
Nikki BrinkDirector
Sonja MccollumDirector
Troy GilbertsonDirector
Jon HusebyAt-large
Mike KarvakkoAt-large
Jodee TreatSecretary
Joe MckinnonTreasurer
Jordan HickmanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$434,271
Program Service Revenue
$0
Investment Income
$21,898
Other Revenue
$12,443
All Other Contributions
$434,271
Change in Net Assets
$1,687

Audited Revenue Reconciliation

Revenue per Audited Statements
$468,612
Revenue Not Reported on Form 990
$95,422
Total Revenue per Audited Statements
$564,034
Total Revenue per Form 990
$468,612
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$294,000
Other Expenses$97,855
Salaries, Compensation, and Employee Benefits$75,070
Total Fundraising Expense$40,603
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$294,000--$294,000
Current Officers, Directors, Trustees, and Key Employees$12,960$22,080$12,960$48,000
Other Salaries and Wages$6,483$6,179$6,278$18,940
Occupancy$3,583$2,060$3,315$8,958
All Other Expenses$5,235$1,708$1,724$8,667
Other Expenses$1,811$604$4,292$6,707
Fees for Services Accounting-$5,550-$5,550
Payroll Taxes$2,132$1,226$1,972$5,330
Information Technology$939$704$3,048$4,691
Payments to Affiliates-$4,635-$4,635
Office Expenses$1,408$575$2,534$4,517
Other Employee Benefits$692$1,024$684$2,400
Insurance$808$464$748$2,020
Travel$737$424$681$1,842
Depreciation Depletion$261$150$240$651
Advertising$213$123$198$534
Pension Plan Contributions$116$172$112$400
Total Functional Expenses$378,644$47,678$40,603$466,925

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$543,586
Expenses per Audited Statements$466,925
Total Expenses per Form 990$466,925
Expenses Not Reported on Form 990$76,661
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Evergreen HouseBemidji, MN501c3Emergency Youth Serv$33,000
Boys & Girls Club of the Bemidji ArBemidji, MN501c3After School Program$32,000
Village of HopeBemidji, MN501c3Homeless Shelter$27,000
Hope HouseBemidji, MN501c3Mental Illness Servs$25,000
North Country Food BankCrookston, MN501c3Food Bank$25,000
Support Within ReachBemidji, MN501c3Sexual Violence Serv$16,000
Northwoods Batterd Womens ShelterBemidji, MN501c3Shelter and Advocacy$15,000
Face It Together BemidjiBemidji, MN501c3Addiction Services$12,000
Paul Bunyan Senior CenterBemidji, MN501c3Senior Activities$11,000
Adult Day ServicesBemidji, MN501c3Elderly Services$10,000
Bemidji Community Food ShelfBemidji, MN501c3Food Shelf$10,000
Bemidji Community Soup KitchenBemidji, MN501c3Soup Kitchen$10,000
Northwoods CaregiversBemidji, MN501c3Senior Services$10,000
Timber BayBemidji, MN501c3At-risk Youth Servs$10,000
Churches UnitedBemidji, MN501c3Emergency Assistance$9,000
Headwaters Science CenterBemidji, MN501c3Youth Education$8,000
Peacemaker ResourcesBemidji, MN501c3Conflict Mgmt Prog$8,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization's bylaws state all members are those who have contributed time or money to the organization in the past 12 months.

Form 990, Page 6, Part VI, Line 11B

An independent certified audit, irs form 990, and charitable organization annual report will be conducted by a certified public accountant annually. The audit will be prepared in accordance with standards established by the american institute of certified public accountants. The certified public accountant that completed the audit will present their findings to the board for approval. The auditor's report will be made available to all potential and current donors upon request. Information on the irs form 990 will be made available to the public via several on-line funders' sites.

Form 990, Page 6, Part VI, Line 12C

Board of directors, community investment cabinet members, and united way staff are given a conflict of interest policy to sign at the beginning of each year. A standing agenda item asking if there are any apparent conflicts of interest is at the beginning of all agendas for meetings held with the board of directors and the allocations committee members.

Form 990, Page 6, Part VI, Line 15A

United way of bemidji area's executive director and all other office staff will be evaluated annually. At this time, discussion of discharge of all responsiblities and goals will be discussed. The executive director provides salary reviews to the executive committee of the executive director and administrative assistant every two years, prior to the evaluations being completed. The executive committee will be responsible for determining the executive director's salary package. The executive director is responsible for administering the employee reviews for all other office staff.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
United Way of Bemidji Area
EIN
41-1567744
Phone
2184448929
Address
716 PAUL BUNYAN DR NW PO BOX 27, BEMIDJI, MN 56619

Signing Officer

Name
Denae Alamano
Title
Executive Director
Phone
2184448929
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denae Alamano
Formed
1987
Legal Domicile
Mn
Voting Board Members
13
Independent Board Members
13
Employees
3
Volunteers
178

Preparer

Firm
Kba Peterson Associates Inc
Address
2901 BEMIDJI AVENUE NORTH, BEMIDJI, MN 56601
Preparer
Trudy D Peterson CPA
Phone
2184442727
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

United way of bemidji area's mission is to improve lives by mobilizing the caring power of the community. Our focus on advancing the common good creates a meaningful difference in the lives of area children, youth, aging adults and their caregivers, people in crisis and people with mental and physical disabilities by focusing on the building blocks for a good life: education - helping children, youth and adults achieve their full potential; income - promoting financial stability, increasing self- sufficiency and independence; and, health - improving people's health and social well-being, and providing emergency services. The united way's agenda for advancing the common good includes: investing in nonprofit health and human service programs and services that address the most critical needs and deliver the greatest impact possible; implementing community impact initiatives and support year round programs that address new and emerging needs; and, forming strategic partnerships and collaborations.

Form 990, Page 2, Part III, Line 4A

Funding, reviewing the agency's financials, the program's outcomes, the agency's collaborative efforts, the agency's ability to effectively meet community and client needs, and the alignment to united way's focus on advancing the common good. The board of directors is responsible for final investment decisions when they approve the total investments to partner agencies each year. Additional investments are approved by the board of directors to implement community impact initiatives and programs that address gaps in responding to critical, new and emerging community needs around the areas of education, income and health.

Form 990, Page 2, Part III, Line 4B

Prescription discount card for the uninsured, and the venture grant program which provides one-time funding to agencies and programs for the development of new or expansion of existing programs.

Raw XML AppendixShowing 400 of 663 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0UNITED WAY OF BEMIDJI AREA'S MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITY. OUR FOCUS ON ADVANCING THE COMMON GOOD CREATES A MEANINGFUL DIFFERENCE IN THE LIVES OF AREA CHILDREN, YOUTH, AGING ADULTS AND THEIR CAREGIVERS, PEOPLE IN CRISIS AND PEOPLE WITH MENTAL AND PHYSICAL DISABILITIES BY FOCUSING ON THE BUILDING BLOCKS FOR A GOOD LIFE: EDUCATION - HELPING CHILDREN, YOUTH AND ADULTS ACHIEVE THEIR FULL POTENTIAL; INCOME - PROMOTING FINANCIAL STABILITY, INCREASING SELF- SUFFICIENCY AND INDEPENDENCE; AND, HEALTH - IMPROVING PEOPLE'S HEALTH AND SOCIAL WELL-BEING, AND PROVIDING EMERGENCY SERVICES. THE UNITED WAY'S AGENDA FOR ADVANCING THE COMMON GOOD INCLUDES: INVESTING IN NONPROFIT HEALTH AND HUMAN SERVICE PROGRAMS AND SERVICES THAT ADDRESS THE MOST CRITICAL NEEDS AND DELIVER THE GREATEST IMPACT POSSIBLE; IMPLEMENTING COMMUNITY IMPACT INITIATIVES AND SUPPORT YEAR ROUND PROGRAMS THAT ADDRESS NEW AND EMERGING NEEDS; AND, FORMING STRATEGIC PARTNERSHIPS AND COLLABO
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IRS990/Desc0UNITED WAY OF BEMIDJI AREA STRATEGICALLY INVESTS DOLLARS IN REPUTABLE, KNOWLEDGEABLE AGENCIES THAT BUILD A SOLID NETWORK OF SUPPORT AROUND OUR COMMUNITY IN THE AREAS OF EDUCATION, INCOME AND HEALTH. THE COMMUNITY INVESTMENT PROCESS ENSURES THAT UNITED WAY'S INVESTMENTS IN NONPROFIT PROGRAMS AND INITIATIVES ADDRESS THE ROOT CAUSE OF THE MOST SERIOUS HUMAN NEEDS IN THE COMMUNITY AND CREATE REAL, LASTING CHANGE IN PEOPLE'S LIVES IN THE AREAS OF EDUCATION, INCOME AND HEALTH. THE COMMUNITY INVESTMENT CABINET IS THE HALLMARK OF UNITED WAY'S ACCOUNTABILITY TO THE COMMUNITY. PRIOR TO MAKING FUNDING RECOMMENDATIONS TO THE UNITED WAY'S BOARD OF DIRECTORS, THE COMMUNITY INVESTMENT CABINET SPENDS COUNTLESS HOURS THOROUGHLY REVIEWING APPLICATIONS FOR FUNDING, INCLUDING INTERVIEWING THE AGENCIES APPLYING FOR FUNDING, REVIEWING THE AGENCY'S FINANCIALS, THE PROGRAM'S OUTCOMES, THE AGENCY'S COLLABORATIVE EFFORTS, THE AGENCY'S ABILITY TO EFFECTIVELY MEET COMMUNITY AND CLIENT NEEDS, AND THE ALIGNMENT TO UNITED WAY'S FOCUS ON ADVANCING THE COMMON GOOD. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR FINAL INVESTMENT DECISIONS WHEN THEY APPROVE THE TOTAL INVESTMENTS TO PARTNER AGENCIES EACH YEAR. ADDITIONAL INVESTMENTS ARE APPROVED BY THE BOARD OF DIRECTORS TO IMPLEMENT COMMUNITY IMPACT INITIATIVES AND PROGRAMS THAT ADDRESS GAPS IN RESPONDING TO CRITICAL, NEW AND EMERGING COMMUNITY NEEDS AROUND THE AREAS OF EDUCATION, INCOME AND HEALTH.
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IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY IMPACT INITIATIVES - UNITED WAY IDENTIFIES A LIMITED NUMBER OF CRITICAL ISSUES (GAPS IN SERVICES OR EMERGING NEEDS) WHERE ACTION IS REQUIRED AND DEVELOPS IMPACT STRATEGIES AND PROGRAMS IN RESPONSE. THE UNITED WAY OF BEMIDJI AREA BACKPACK BUDDIES PROGRAM IS A FOOD PACK PROGRAM THAT ENSURES BEMIDJI AREA CHILDREN EXPERIENCING FOOD INSECURITY AND HUNGER HAVE ACCESS TO NUTRITIONAL, EASY-TO-PREPARE AND NON-PERISHABLE FOOD ON WEEKENDS AND DURING SCHOOL HOLIDAYS AND BREAKS. THE UNITED WAY OF BEMIDJI AREA'S HOLIDAY GIFTS FOR KIDS PROGRAM COLLECTS CHIRSTMAS GIFTS AND DISTRIBUTES THEM TO AREA CHILDREN IN NEED. OTHER INITIATIVES INCLUDE: COATS FOR THE COMMUNITY, THE EARNED INCOME AND CHILD TAX CREDIT OUTREACH AND AWARENESS CAMPAIGN, FAMILYWIZE, A FREE PRESCRIPTION DISCOUNT CARD FOR THE UNINSURED, AND THE VENTURE GRANT PROGRAM WHICH PROVIDES ONE-TIME FUNDING TO AGENCIES AND PROGRAMS FOR THE DEVELOPMENT OF NEW OR EXPANSION OF EXISTING PROGRAMS.
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