4.5. SR 07-14-1997~ity of
iver
TO:
FROM:
DATE:
SUBJECT:
MEMORANDUM
Item #4.5.
Mayor & City Council
Pat Klaers, City A i~rator
July 14, 1997
Fund Request from Central Minnesota
Initiative Fund
Attached for your information is some material from the Central Minnesota
Initiative Fund (CMIF) regarding a funding request to support the Sherburne
County Capacity Fund Campaign. No action is required by the City Council
at this time and this material is being passed on simply for your information.
At budget time, it may be appropriate to have representatives from CMIF
come to visit with the Council regarding this request.
The Council is aware that the city has levy limits placed on it for at least
1998 and that this will restrict our ability to raise tax revenues to fund our
general operations in the city. Additionally, the city has already received a
request for $36,000 over three or five years from the Sherburne County
Historical Society. It would not surprise anyone if the city received
additional new requests for funding in the near future. The city is going to
have difficulties meeting its own expenditures and may have to consider
cutting some of the current contributions that are made, much less expanding
this contribution list in 1998.
\\elkriver\sys\shrdoc\council\cmifrqst. doc
13065 Orono Parkway · P.O. Box 490 · Elk River, MN 55330 · (612) 441-7420 · Fax: (612) 441-7425
A Foundation for Tod'a),, A Vision for ~Fomorrow.-
June 30, 1997
Hank Duitsman, Maydr
City of Elk River '.
City Hall
'PO Box 490
Elk River, MN 55330-0490
Dear Mayor Duitsman:
The Central Minnesota Initiative Fund is pleased to submit this funding request to
the City of Elk-River for a'contribution of $1'9,929 to suPport the Sherburne County
Capacity Fund Campai_~n. This represents a contribution equi'~alent to $1.50 per
capita, which is the level of support we are requesting from all cities in our service
area. Payment of the.pledge could be made over a three-year period (1998, i999,
· and 2000) or it could be paid in full thrOugh a one-time Contribution.
Contributions received for this campaign will be matched dollar-for-dollar by The
McKnight Foundation.
Created as a nonprofit, regional foundation in 1986 ~Vith the tremendou~ support of
The McKnight Foundation, the Central Minnesbta Initiative Fund serves the 14
counties of Central Minnesota. Our mission is to improve the quality of life 'for
residents, families and communities in Central Minnesota through comprehensive
and-integrated commbnlty development. Key program areas include:
Economic DeveloPment _ increasing business creation ~nd'expansion through
buslness .loans; funding Programs that eliminate barriers to d'conomic
development such as work force and housing development.
==> Leadership Development - developing the leadership capacity oI~ individual
communities to prepare and implement an integrated community development
plan: In addition, we will increase the leadership capacity of multi-community
'clusters to' m~nage change and growth. , '
Innovative Programming - providing funding for innovative programs that
address emerging needs, such as telecommunications programs, h61ping
~communities sustain themselves, ~nonviolence initiatives, etc.
70 SE First Avenue Little Falls, MN 56345 (320)~632'9255 Fax (320) 632-9258
City of EIk River
June 30,'1997
Page 2 '/
In our eleven-year history, the Initiative Fund I'[as had a significant, lasting impact
on residents in. the region: -
· Distributing .over $16.5 million in )?ranis and loans'
· ,Creating almost 3,000 jobs
· Leveraging an additional $5,8 million in resources
· Training 300 communi(~/~eaders
!n Sherbume County, alone, the Initiative Fund h'as ilivested.~q88,849, providing
valuable jobs and suppo.rting community and economic.development a~:tivitie's
throughout the County. (See attached listing.) ,~
As a regional foundation dedicated to strengthening the economic and community
development of our region,¢ the Initiative Fund must seek charitable contributions to
ensure the perpetuity of its Vital programs. Tflus, we are launchinga multi-~ear
campaign, ~,eeking a total of $6 million to support our grarit ancl loan programs,
build our endowment, and respojid to emerging needs of the region.
Of that $6 million, .$2 million will be raised thrbugh local Capacity'Funcl
Campaigns. TheSherburneC0untyCampaign goal is to raise $200,000 over the
next five years. Leadership support from cities throughout the county is vital to this
effort. TO date, we have received a total of $78,750 in casl~ and pledges from 35
cities for this fund drive. (See attached ~:ontribution report.)
Several local leaders who support the Initiative Fund have 'made a commitment tO
lead this campaign. (See attached roster.)
We appreciate your consideration of this request, and would be happy to present
our request, in person, should you wish to sc_hedule us on an. upcomin8 City
Council meetin8agen~ja' Please feel free to contact Kathy Adams, Director of
Development, to arrange such a presentation.
· Sincerely,
Kathy Gaalswyk
Executive Director
I~nclosures:
Fact She. et, County prOject Listing, City Contribution Report,
Steering Committee Roster' and' Pledge Card
Miss.ion: To improve the quality of life for residents, fan~ilies~ and communities
in Central Minnesota through comprehensive and integrated community
development. . /
Five Year strategic Direction: To invest in well planned c. ol,laborative
· community development endeavors that improve the economic vital!ty and
overall health of communities while increasing the asset base of the Fund.
Service ,&rea:' The fourteen county area of:' Benton, Cass, Chisago, Crow Wing,
Isanti, Kanabec, Mille Lacs, MOrrison; Pine, Sherburne, Stearns, Todd, Wadena
and Wright which includes 160 communities. ~
Activities: .
· Gap lending to assist new and expanding businesses.
· Grants to community and non-profit groups for community and economic
evelopment actiwties. ,
· Leadership training to build the capacit~ of communities ~o address change.
· Public education regarding regior~al needs and opportunities such as housing,
· work force, platting, econOmic development, etc. -~
· Fundraising programs to support the Fund, increase the level of philanthropy
in Central Minnesota, and to educate residents about philanthropy.
History:' The Initiative'Fund was established in 1986 by The McKnight
Foundation to addfess the human and economic needs in Central Minnesota. It is
one of six Funds serving greater Minnesota. It is an independent, nonprofit
philanthropic organizatiori organized as a 501(c)(3). In the first ten years of
operation, the Initiative Fund: ,
· Made 801 gran. ts totaling nearly $8 million'. '
· Made 431 loans totaling $8 million.
· Leveraged $58 million in private investment:
· Created or retained 2,800 jobs. ·
· Trained 270 community leaders. ~
If you have que§tions about the Initiative Fund's programs, or would like to be
placed on the mailing list .to receive our neWsletter and fall program
announcements, contact: ,
Central Minnesota Initiative Fund
70 SE First Avenue
Little Falls, MN 56345
320/632-9255 (phone) 320/632-9258 (fax)
Page 2
12 LOANS AWARDED/SHERBURNE COUNTY
EXAMPLES INCLUDE:
Marketech
(First National Bank-Elk River)
Pomeroy Tool Inc
(First National Bank-Elk River)
Prairie Leisure Design
Rohn Iron Works
(First National Bank-Elk River)
Sherburne County Insurance
Printed Circuit Bd. Test.
Tooling Company
Mfg. Wood Outdoor Furn.
Iron Works Business
Insurance Agency
Zimmerman
Elk River
Pierz
Elk River
Elk River
GRAND TOTAL OF GRANTS AND LOANS:
Start up
Expansion
Expansion
Expansion
Start-up
$ 488,849
THREE RIVERS COMMUNITY FOUNDATION GRANTS
GRANTS AWARDED:
ORGANiZATION**********************PROJECT ************************************-- AMT
Elk River Area Arts Council Strings for Youth Program Director $ 1,000
Elk River Area Youth Salute
Elk River Community Theatre
Friends of the Rogers Library
Land fo Lakes Choirboys, Inc.
Parker Elementary
Rivers of Hope
Rogers/Hassan Community Club
The Village Family Service Center Expanded Education
Organization of Elk River Area Youth Salute 1,000
May Fair Lady 2,500
Promotion for Children's Literacy
Salem Boychoir Festival
Software Language Enhancement
Youth Violence/Prevention Intervention
Rogers Old Tyme Days
1,000
1,900
699
1,500
1,000
2,100
TOTAL GRANTS: $ 12,699
CENTRAL MINNESOTA INITIATIVE FUND_ 2/9/96
PROJECTS FUNDED IN SHERBURNE COUNTY
GRANTS AWARDED:
ORGANIZATION**********************PROJECT ************************************__ AMT
Big Brothers/Big Sisters Sherbune County Expansion Project 10000
Big Lake School
Central MN Mental Health Center
Child Care Mini Grants
City of Big Lake
City of Elk River/Chmbr of Comm.
City of Elk River
City of Becker
City of Otsego
City of Zimmerman
Elk River Area Citizens League
Elk River Area Citizens League
Elk River Public Schools
Elk River 2001 Steering Comm.
Greater Elk River Task Force
Sherburne Co. Historical Soc.
Sherburne Co. Social Services
H.E.L.P.S. 2500
Community Response to Youth Stress 3000
Sixteen Individual Awards 2563
Area Community Planning/LEadership Development 2500
Leadership of Elk River 1000
Wilderness Trail 5000
Community Planning 1000
Community Planning Grant 1000
Planning Grant 1000
Arts in Building a Healthy Community 1500
Public Awareness on 12 Month School Year 2050
Elk River Volunteer Network 15000
Youth Survey Conference & Plan 1000
Domestic Violence/Advocacy 12000
Courthouse Preservation 4000
Young Parents Program 1350
1000
17212
1987
3887
25000
Sherburne Economic Dev. Com. Community Planning
Three Rivers Community Foundation Community Fund Match
Three Rivers Community Foundation Community Fund Match
TLC and Company, Inc. Facility Improvements/Staff Training
The 2001 Committee, Inc. Elk River Area Youth Task Force
12 LOANS AWARDED/SHERBURNE COUNTY
EXAMPLES INCLUDE:
Brumar Machine Shop
Diaper Express Diaper Service
Darter Tool & Plastics Inc Plastics Manufacturer
(Santiago State Bank/Preferred Bank)
Elk River Packaging, Inc Microwave Pkg. Mfg.
(First National Bank-Elk River)
Freeport Finishing
(Princeton Bank)
Hom Machine
(First National Bank-Elk River)
Key Pattern
TOTAL GRANTS:
TOTAL LOANS:
Elk River
Zimmerman
Becker
Rogers
Finishing of Wood Products Zimmerman
Millwork Manufacturer Elk River
Metal Pattern Design Elk River
$ 115,549
$ 373,300
Expansion
Start up
Expansion
Start up
Start up
Start up
Start up
Page 2
12 LOANS AWARDED/SHERBURNE COUNTY
EXAMPLES INCLUDE:
Marketech
(First National Bank-Elk River)
Pomeroy Tool Inc
(First National Bank-Elk River)
Prairie Leisure Design
Rohn Iron Works
(First National Bank-Elk River)
Sherburne County Insurance
Printed Circuit Bd. Test.
Tooling Company
Mfg. Wood Outdoor Furn.
Iron Works Business
Insurance Agency
Zimmerman
Elk River
Pierz
Elk River
Elk River
Start up
Expansion
Expansion
Expansion
Start-up
GRAND TOTAL OF GRANTS AND LOANS:
$ 488,849
THREE RIVERS COMMUNITY FOUNDATION GRANTS
GRANTS AWARDED:
ORGANIZATION**********************PROJECT ************************************--***
Elk River Area Arts Council Strings for Youth Program Director $ 1,000
Elk River Area Youth Salute
Elk River Community Theatre
Friends of the Rogers Library
Land fo Lakes Choirboys, Inc.
Parker Elementary
Rivers of Hope
Rogers/Hassan Community Club
The Village Family Service Center Expanded Education
Organization of Elk River Area Youth Salute 1,000
May Fair Lady
Promotion for Children's Literacy
Salem Boychoir Festival
Software Language Enhancement
Youth Violence/Prevention Intervention
Rogers Old Tyme Days
2,500
1,000
1,900
699
1,500
1,000
2,100
TOTAL GRANTS: $ 12,699
CENTRAL MINNESOTA INITIATIVE FUND 2/9/96
PROJECTS FUNDED IN SHERBURNE COUNTY
GRANTS AWARDED:
ORGANIZATION**********************PROJECT ************************************-- AMT
Big Brothers/Big Sisters
Big Lake School
Central MN Mental Health Center
Child Care Mini Grants
city of Big Lake
City of Elk River/Chmbr of Comm.
City of Elk River
city of Becker
City of Otsego
City of Zimmerman
Elk River Area Citizens League
Elk River Area Citizens League
Elk River Public Schools
Elk River 2001 Steering Comm.
Greater Elk River Task Force
Sherburne Co. Historical Soc.
Sherburne Co. Social Services
Sherburne Economic Dev. Com.
Sherbune County Expansion Project 10000
H.E.L.P.S. 2500
Community Response to Youth Stress 3000
Sixteen Individual Awards 2563
Area Community Planning/LEadership Development 2500
Leadership of Elk River 1000
Wilderness Trail 5000
Community Planning 1000
Community Planning Grant 1000
Planning Grant 1000
Arts in Building a Healthy Community 1500
Public Awareness on 12 Month School Year 2050
Elk River Volunteer Network 15000
Youth Survey Conference & Plan 1000
Domestic Violence/Advocacy 12000
Courthouse Preservation 4000
Young Parents Program 1350
Community Planning 1000
17212
1987
3887
25000
Three Rivers Community Foundation Community Fund Match
Three Rivers Community Foundation Community Fund Match
TLC and Company, Inc. Facility Improvements/Staff Training
The 2001 Committee, Inc. Elk River Area Youth Task Force
12 LOANS AWARDED/SHERBURNE COUNTY
EXAMPLES INCLUDE:
Brumar Machine Shop
Diaper Express Diaper Service
Darter Tool & Plastics Inc Plastics Manufacturer
(Santiago State Bank/Preferred Bank)
Elk River Packaging, Inc Microwave Pkg. Mfg.
(First National Bank-Elk River)
Freeport Finishing
(Princeton Bank)
Hom Machine
(First National Bank-Elk River)
Key Pattern Metal Pattern Design
TOTAL GRANTS:
TOTAL LOANS:
Elk River
Zimmerman
Becker
Rogers
Finishing of Wood Products Zimmerman
Millwork Manufacturer Elk River
Elk River
$ 115,549
$ 373,300
Expansion
Start up
Expansion
Start up
Start up
Start up
Start up
CAPACITY FUND CAMPAIGN CITY CONTRIBUTION LIST
Benton County: $ Amount Pine County:
Foley Finlayson
Rice Hinckley
Total Benton 2778.00 Pine City
Total Pine
Cass County:
Total Cass 0.00
Chisaqo County:
Center City
North Branch
Total Chisago
Crow Win.q County:
Brainerd
Emily
Garrison
Riverton
Total Crow Wing
Isanti County:
Braham
Total Isanti
Kanabec County:
MoFa
Ogilvie
Total Kanabec
Mille Lacs County:
Isle .
Total Mille Lacs
Morrison County:
Little Falls
Motley
Randall
Total Morrison
1753.00
12891.50
1734.00
5244.00
883.50
12778.50
Sherburne County:
Total Sherburne
Stearns County:
Cold Spring
Eden Valley
Melrose
Sauk Centre
Total Stearns
Todd County:
Browerville
Eagle Bend
Hewitt
Long Prairie
Staples
Total Todd
Wadena County:
Menahga
Sebeka
Staples
Verndale
Total Wadena
Wri,qht County:
Cokato
Monticello
South Haven
Waverly
Total Wright
ALL COUNTIES
$ Amount
6376.50
0.00
14428.50
10395.00
4041.00
5446.50
78750.00
p4cit2.xls
6/16/97
CENTRAL MINNESOTA INITIATIVE FUND
SHERBURNE STEERING COMMITTEE
Richard DUggan
Marketech, Inc.
18940 York St NW
Elk River, MN 55330-2197
(W) 612-441-8664
(H) 612-856-4355
Bob Freeh
Greater Zimmerman Chamber
PO Box 126
Zimmerman, MN 55398
(W) 612-856-4404
George Wallin
Sherburne Tele-Systems, Inc.
440 N Eagle Lake Rd
PO Box 310
Big Lake, MN 55309-0310
(W) 612-262-4169
shdab.doc
07/01/97