5. EDSR 08-14-2006ITEM lli: 5.
MEMORANDUM
TO: Economic Development Authority
FROM: Catherine Mehelich, Director of Economic Development// /~
DATE: August 14, 2006 C/,~
SUBJECT: Consider Year 2007 EDA Budget and Resolution Regarding EDA Levy
Attachments
• Budget Worksheet -Proposed 2007 EDA Revenue & Expenditures
• Initiative Foundation information
• Resolution establishing the EDA tax levy for collection in year 2007
Summary
The Community Development Department's Economic Development Division is funded through
two separate budgets including:
• Economic Development Authoxitj~
• Housing & Redevelopment Authority
Since 2003, the EDA and HRA levies have been enough to balance the Economic Development
Division without General Fund revenues. EDA revenues are estimated at 10% growth in market
value fox the year 2007.
In 2004 the Personal Services costs (salaries and benefits) were adjusted from 70/30 percent EDA
and H1tA respectively, to 60/40 percent due to staff time allotted to the HRA's Downtown
Revitalization Project. It is proposed that this continue in 2007.
Other common administrative expenses axe proposed to be shared by the EDA and the HRA. As in
previous years, the HRA would make a one time transfer to the EDA in the amount of $3,500 to
cover approximately 37% of the shared expenses.
Below is a line item analysis of the proposed year 2007 expenditures fox the EDA:
• Personal Services (including Commissioners compensation) $110,800
• Office supplies (shared with HRA) $ 3,000
• Fuels (shared with HRA) $ 150
• BDM Consulting Engineers $ 5,000
• Legal Fees (purchase agreements fox EDA land, etc.) $ 10,000
C,ousidcr Ycar 2007 EUA Budget and Resolution Rcgardiug EDA Lcvy
August 14, 2006 b:DA Mcctivg
Page 2 of 2
• Other Professional Services $18,000
o Ehlers & Associates (feasibility studies, TIF runs)
o Gateway Business Centex land use planning/design
• Telephone (shared with HRA) $ 200
• Postage (some shared with HRA) $ 1,000
• Travel, Conference and Schools (shared with HRA) $ 4,700
• Advertising/Marketing $50,600
o Economic Development Website
o Community Profiles (design & print)
o Advertising (production & publication)
o Public Relations (articles, direct mail, newsletters, design & print)
o Business Retention lunches
• Publishing $ 500
• Insurance $ 500
• Dues & Subscriptions $ 1,100
• Miscellaneous $ 8,500
o Chamber of Commerce July 4`h Celebration contribution
o Initiative Foundation contribution
• Transfer out to General Fund (support staff, etc.) $ 17,000
Total EDA Year 2007 Proposed Expenditures: $231,050
Total EDA Year 2007 Proposed Revenue: $346,900
The proposed budget includes a contribution in the amount of $2,500 to the Initiative Foundation.
Last year the EDA authorized a contribution of $2,500 to the Initiative Foundation. Information
about the Initiative Foundation's 2007 request of $5,000 is attached.
The projected balance of $115,850 will be put into the EDA reserves fox future economic
development project expenses. Building this reserve fund is especially critical fox the EDA to have
the financial means to secure property fox future industrial ox commercial development needs.
Attached to this memo you will find a Resolution establishing the tax levy fox the Elk River EDA,
which requests that the City Council levy such maximum amount for the authority for the year 2007,
as in previous years. The City must certify its proposed maximum levy, including EDA and HRr1
levies, to Sherburne County annually in September.
Recommendations
Staff recommends that the EDA approve the year 2007 EDA Budget as presented. In addition,
staff recommends that the EDA approve the attached Resolution establishing the EDA tax lew for
collection in year 2007.
S:\EDA\ED Admin\EDA Budget\07BUDGET.DOC
BUDGET WORKSHEET
CITY OF ELK RIVER
Page: 1
71311200fi
4.15 pm
Prior ------------- Current Year ---------- (6) (7) (8)
Year Original Amended Actual Thru Estimated
' the 713112006 Actual Budget Budget July Total Requested Recommended Adopted
dnd: 920 - EDA
Revenues
Dept 000.000
Acct Class. 3100 General property taxes
3111 Cu«ent Ad Valorem Taxes 262,877 307,200 307,200 156,603 0 340,100
Genemlproperty taxes 262,877 307,200 307,200 156,603 0 340,100 0 0
Acct Class: 3300 Intergovernmental revenue
3322 MV Credit 14,651 0 0 0 0
3342 Other LOcel Granis 0 0 0 0 0
Intergovemmental revenue 14,651 0 0 0 0 0 0 0
Acct Class: 3620 Other revenue
3621 Interest Income 5,491 3,000 3,000 4,303 0 3,300
3629 Miscellaneous Revenue 0 0 0 0 0
Other revenue 5,491 3,000 3,000 4,303 0 3,300 0 0
Acct Class: 3920 Transfers in
3949 Transfer-HRA 3,500 3,500 3,500 0 0 3,500
Transfers in 3,500 3,500 3,500 0 0 3,500 0 0
Dept: 000.000 286,519 313,700 313,700 160,906 0 346,900 0 0
Dept: 620.623 BUSINESS INCUBATOR
Acct Class: 3620 Other revenue
9 Miscellaneous Revenue 11,152 15,000 15,000 2,268 0
Olher revenue 11,152 15,000 15,000 2,268 0 0 0 0
Acct Class: 3920 Transfers in
3921 Transfers 16,900 17,100 17,100 0 0
Transfers in 16,900 17,100 17,100 0 0 0 0 0
BUSINESS INCUBATOR 28,052 32,100 32,100 2,268 0 0 0 0
Total Revenues 314,571 345,800 345,600 163,174 0 346,900 0 0
Expenditures
Dept: 620.621 ECONOMIC DEVELOPMENT
Accl Class, 4100 Personal services
4101 Regular Pay 66,781 75,000 75,000 21,326
4102 Overtime Pay 219 0 0 0
4103 Part-time Pay 12,600 12,600 12,600 4,062
4104 PERA 3,699 4,950 4,950 1,412
4105 FICA 4,342 5,450 5,450 1,444
4107 Medicare 1,015 1,300 1,300 338
41081nsumnce 7,247 7,400 7,400 2,472
4109 Workers Comp 263 200 200 199
Personal services 96,166 106,900 106,900 31,253
Acct Class: 4200 Supplies
4201 Office Supplies 1,572 2,500 2,500 2,822
0
0 12,600
V J,JJV
0 5,600
0 1,300
0 7,650
0 250
0 110,800
0 0
0 3,000
CITY OF ELK RIVER
BUDGET WORKSHEET
Page: 2
713112006
4:15 pm
'" 'h: 713112006
"ntl: 920 - EDA
Expenditures
Dept: 620.621 ECONOMIC DEVELOPMENT
Acct Class: 4200 Supplies
4212 Fuels & Lubs
Supplies
Acct Class: 4300 Other services&charges
4303 Engineering Fees
4304 Legal Fees
4319 Other Professional Services
4321 Telephone
4322 Postage
4331 Travel, Conferences & Schools
4349 AdvertisinglMarketing
4359 Publishing
4361 Insurance
4433 Dues & Subscriptions
4440 Miscellaneous
Other services &charges
Class: 4500 Capital outlay
,..d0 Equipment
Capital outlay
Accl Class: 4700 Transfers out
4721 Transfer-General Fund
Transfers out
ECONOMIC DEVELOPMENT
Dept: 620.623 BUSINESS INCUBATOR
Acd Class: 4200 Supplies
4219 Operating Supplies
Supplies
Acct Class: 4300 Other services &charges
4304 Legal Fees
4319 Other Professional Services
4349 AdvertisinglMarketing
4405 Cleaning Services
4412 Building Rent
Other services &charges
Acct Class: 4500 Capital outlay
"c?0 Buildings & Structures
Capital outlay
BUSINESS INCUBATOR
Prior --------------------Current Year----------------------------- (6)
Year Original Amended Actual Thru Estimated
Actual Budget Budget July Total Req
150 150 150 55
1,722 2,650 2,650 2,877
0 7,oao 7,000 0
2,150 13,000 13,000 0
3,895 23,000 23,000 2,150
71 200 200 21
1,563 2,000 2,000 573
2,265 6,200 6,200 806
42,477 76,300 76,300 21,394
0 1,000 1,000 0
309 500 500 90
1,254 1,500 1,500 415
8,500 8,500 8,500 8,629
62,484 139,200 139,200 34,078
0 0 0 0
u o o a
17,000 17,000 17,000 0
17,000 17,000 17,000 0
177,372 265,750 265,750 68,208
0 0 0 0
0 0 0 0
0 0 0 0
12,000 13,500 13,500 2,000
1,5fi8 3,000 3,000 0
0 0 0 0
14,484 15,600 15,600 3,597
28,052 32,100 32,100 5,597
0 0 0 0
0 0 0 0
28,052 32,100 32,100 5,597
0 150
0 3,150
0 10,000
0 200
0 1,000
0 4,700
0 50,600
0 1,100
0 8,500
0 100,100
0
0 0
0 17,000
0 17,000
0 231,050
0
0
0 0
0
0
0 0
0
0 0
0 0
(7) (8)
Rewmmended A
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
BUDGET WORKSHEET
CITY OF ELK RIVER
Page: 3
713 112 0 0 6
4:15 pm
Prior -CurrentYear----------------------- (6) (7) (8)
Year Original Amended Actual Thru Estimated
'~ 'h: 713112006 Actual Budget Budget Juty Total Requested Recommended Adopted
,rid: 920 -EDA
Total Expenditures 205,424 297,850 297,850 73,805 0 231,050 0 0
EDA 109,147 47,950 47,950 89,369 0 115,850 0 0
RESOLUTION 06 - 02
A RESOLUTION OF THE ELK RIVER
ECONOMIC DEVELOPMENT AUTHORITY
A RESOLUTION ESTABLISHING THE TAX LEVY FOR THE ELK RIVER
ECONOMIC DEVELOPMENT AUTHORITY IN AND FOR THE CITY OF
ELK RIVER, MINNESOTA
WHEREAS, Minnesota Statutes, Section 469.107, Subdivision 1, authorizes the
Economic Development Authority to levy an amount not to exceed
.01813 percent of the taxable market value in the city to fund the
Authority's anticipated budget needs fox the fiscal year 2007; and,
WHEREAS, the Elk River Economic Development Authority will adopt and approve
its budget and will forward such to the City of Elk River pursuant to
Minnesota Statutes, Section 469.100, Subdivision 2.
NOW, THEREFORE, BE IT RESOLVED by the Economic Development Authority in
and fox the Ciry of Elk River, Minnesota, that it hereby requests the City Council of the City
of Elk River to levy a tax in the amount of .01813 percent of the taxable market value in the
city for the year 2007 for the benefit of the Authority to be used fox Economic
Development Authority purposes as provided by the statute.
Passed and adopted by the Elk River Economic Development Authority this 14`h day of
August, 2006.
Jeff Gongoll, President
ATTEST:
Catherine Mehelich, Executive Director
:V~DdVDOCUMEN'1'Vli}sSOLUTI\N.DA Icry Rewlu[ions\ISDALP;V07.doc
Elk River Support History
As of May 31, 2006
Pre-Phase IV Amount of Request
1989 Unknown
Phase IV Years Total Request $19,929
1998
1999
2000
2001
2002
Phase V Total Request $25,000
2003 $5,000
2004 $5,000
2005 $5,000
2006 $5,000
2007 $5,000
Amount of Support
$1,000
$5,000
$0
$0
$0
$0
$5,000
$2,500
$2,500
$2,500
To be determined
Total Requested $44,929 $18,500
Calculation used for the Total Phase V request amount
16,447 2000 Census
$1.50 per capita
$24,671
$25,000 Rounding to nearest thousand.
t Curt Hanson
VP for Donor Services
Dlrecf 320-651-2015
Al T ~/['~
~NI~'IA1 ~ V L' chanson C"ifoundorg
FOUNDATION
4U.S I'uo~r 5'nonr SIL
~~,~,~ ~.~~. ~~,.,~,:r,,
May 25, 2006 ~~~~~~,~:F,~~~;:,_~~_..,~.~ _~,~r,
Catherine Mehelich
Ells River Economic Development Authority =`'-
13065 Orono Pkwy
E1kRiver,MN 55330-5600 INITIATIVE
FOUNDATION
RE: 2007 Budget Request for Initiative Founda
Dear Ms~lieh, lint t f~ -
INITIATIVE
FOUNDATION
Mark Lease
Donor Services Officer
Direct 520 6312017
.].I)5 ~'INiT STRFI~'I'ti~'.
i.~T~~ ~._ ~,.~.~s..~~ Sr;,,,~s
i~~~~,>~, a~o.e:3z.~ea r~x~. eon
r;,x, am.rsa_~szaa
Greetings from the Initiative Foundation! For twe ~~T=~~~=T. ,w.r,.~~~~~~~~~~~~~~~-
and partner in pursuit of healthy, sustainable Cenh....._......,.,.,....,~ ............._... ......_ _._
capacity-building programs, economic development offerings, and grant funding
priorities have adapted to the issues and opportunities we have faced together since 1986,
the Foundation's basic mission ...unlocking citizens' potential to create a great place to
Zive, work and grow ... remains unchanged.
Within this mailing, you will find an Impact Statement and County Project List which
provide a broad overview of Foundation support since inception and detailed information
for Sherburne County, respectively-a showcase of WHAT we have done. Please find
also a number of fact sheets with brief descriptions of Initiative Foundation community
and economic development programs and offerings-a glimpse into HOW we accomplish
our mission. Program descriptions are included so that you and your constituents can
become better acquainted with Foundation programs and offerings as part of our
economic and community development support.
With your support the Initiative Foundation has facilitated asset-based community
development processes and provided business financing loans to help create and retain
living wage jobs. Together we have helped create community coalitions in support of
Early Childhood Education and helped create coalitions to rid Central Minnesota of the
scourge of methamphetamines. You have helped us assist faith-based groups as they
serve our oldest residents and assist community groups who must plan for unprecedented
and explosive population growth. The Initiative Foundation remains YOUR local
resource for community and economic development. We work with and through local
citizens to enhance the quality of life we share.
Will you please help to further the Initiative Foundation's mission and activities
with a gift of financial support? We ask that you consider
our request for $5,000 from your city in 2007. ,.r,,, ,,,,~, s,,,,,,,, ~,;
Ln ii.i> P:vis. 4N 6tiJ45
w~a_n uiun.ouc Pnn~i=' 890_f143.026F
I:~~_ 3~01i8~ 9&.-08
Catherine Mehelich
Page 2
May 25, 2006
We hope you will agree that a gift to the Initiative Foundation is truly an investment in
this beautiful part of Minnesota. Thank you for your consideration!
Sincerely,
Curt Hanson
Vice President for Donor Services
cc: Pat Spence, Chair, Initiative Foundation Board of Trustees
Chuck Christian, Initiative Foundation Board of Trustees
G. George Wallin, Ph.D., Initiative Foundation Board of Trustees
Kathy Gaalswyk, President
Mark A. Lease, Donor Services Officer
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Projects Funded in Sherburne County
(through 3/31/06)
INITIATNE
FOUNDATION
GRANTS AWARDED ...
ORGANIZATION NAME
FY 2006
Palmer Township, Clear Lake
Sherburne Soil & Water Conservation District
PROJECT TITLE
Township Planning
Briggs Lake Chain Water Sampling & Poll. Prevention
AMOUNT
$2,500
5,000
FY 2005
Becker Furniture World Foundation
Boys & Girls Club of Elk River
Boys & Gids Club of Elk River
Command Performances Choir, Elk River *
Guardian Angels of Elk River
Guardian Angels of Elk River'
Mary Queen of Peace, Rogers `
Rivers of Hope
FY 2004
Elk River Area Arts Alliance *
Elk River Area Arts Alliance
Elk River School District'
Elk River School District'
Guardian Angels of EIk River, Inc.
Guardian Angels of Elk River, Inc.
Sherbume County Soil & Water Cons. District
Youth Investment Foundation, Elk River
FY 2003
SRC Central Minnesota, St. Cloud
Boys 8 Girls Club of Elk River
Economic Dev. Authority/City of Elk River
Sherbume CounTy, Elk River
Sherburne County Historical Society, Becker
University of MN Extension Service -Sherburne County, Elk River
FY 2002
Big Brothers Big Sisters of Central MN, St. Cloud'
Boys & Girls Club of Elk River'
Boys & Girls Club of Elk River
Command Performances Girls Choir, Elk River
Cura Center, Inc. DBA-New Beginnings, Elk River
Elk River School DisiricUSpecial Education Depl. `
Elk River School DistricURogers Elementary'
Elk River School DistricURogers Junior High
Elk River School DistricUEducation-to-Employment Partnership *
Elk River School DistricUEducation-to-Employment Partnership'
Elk River School DistricUMeadowvale Elementary
Elk River Watershed Association Joint Powers Board
Hoofbeats and Heartbeats, Inc., Elk River'
Opportunity Partners, Inc., Elk River
Rivers of Hope, Elk River'
Rivers of Hope, EIk River
Sherburne County Historical Society, Becker'
The Elk River Area Arts Council *
Youth Investment Foundation, Elk River *
FY 2001
2001 Arts Alliance, Elk River'
Sig Lake Visioning Committee
Boys & Girls Club of Elk River
Boys & Girls Club of Elk River'
Central MN Sexual Assault Center. St. Cloud *
Selected by 2004 Outstanding Youth Award Winner
Strategic Plan Follow-up
Safe Place for Youth
The Secret Garden/Alice in Wonderland Production
Healthy Organizations Partnership (Multi-Year)
Faith in Action - Christmas in April
Spanish in the School Day
Youth Advocacy Program
New Art Classes
Handke Center Community Gathering Space
Student Organized Business Advisory Committee
LINK Crew
Faith in Action of Sherburne County
'To Tell Their Story" Campaign
Briggs Lake Chain Assn.-2003 Reunion Door Prize
Scholarship and Activity Fees
Healthy Organizations Partnership (Multi-Year)
Healthy Organizations Partnership (Multi-Year)
Industrial Park Technical Support
21st Century Fairgrounds Planning
Healthy Organizations Partnership-Strategic Planning
Never Married Parenting/CUBA Research
Youth Mentoring Program -EIk River Office
Education Room
Youth Asset Sustainability Project
Dramatic Arts and "A Visit To Europe"
Strategic Planning
Parent Link Project
Mentorship and Professional Advocacy Program
Peer Mediation Program
Elk River High School Metal Shop Support
Elk River High School Metal Shop Support
"Let's Make a Difference" Videos
Healthy Lakes Partnership Training
Educational Outreach
Household Furnishings/Improvements
Office Consolidation
Office Consolidation
"Building the Legacy" Video
Public Relations Project
Timber Bay Activities
Artsoup 2001
Lakes Area Multi-Purpose (LAMP)
Crisis Training
Education Program
Central MN SANE Project
1,000
500
z,ooo
1,600
s,soo
1,000
1,900
3,619
1,500
5,000
2,000
1,500
7,500
2,000
500
2,000
5,000
5,000
5,000
5,000
2,000
1,500
2,400
4,000
10,000
4,150
2,000
2,450
1,000
1,380
1,600
1,275
820
20,000
1,760
2,500
3,500
2,000
3,000
1,050
2,000
5,000
5,000
2,500
5,000
10,000
ORGANIZATION NAME PROJECT TITLE AMOUNT
Elk River Area Arts Council Newsletter Development $1,935
Elk River Community Theatre * Fall/Spring Concert Series 3,670
Elk River School District * Computer Replacement 6,050
Elk River School District' Elk-Hi Stadium 10,000
Elk River School District * Enriched Tutorial 5,000
Elk River School District' Parent Handbook/Background Checks 13,600
Elk River School District Youth Apprenticeship/Job Shadowing 10,000
Elk River School Dist./Parents Involved Net., Salk Jr. High * PC Lab 35,200
Land of Lakes Choirboys, Elk River * Town Choir Tour 5,000
Livonia Township, Zimmerman Planning for "Green" Township Hall 5,000
Lord of Glory Lutheran Church, Elk River' National Youth Gathering 4,732
Opportunity Partners, Inc., Elk River * Household Furnishingsllmprovements 3,500
Rogers Lions Club' School District Finance News 1,800
St. John Lutheran School, Elk River' Outdoor Education Event 4,050
Special Olympics of Elk River * Team Expenses 5,000
Three Rivers Community Theatre' Mural Painting 3,000
FY 2000
Big Brothers Big Sisters of Central MN, St. Cloud * Eastern Sherburne Co. Branch Office 4,000
Big Lake School District Co-location 5,000
City of Zimmerman Zimmerman Youth Center 30,000
Elk River Area Schools * Landscaping for Pleasure & Achievement 1,000
Elk River Area Schools Special Education' Parent Networking Project 2,302
Elk River Area Women of Today' Lice Bucket Program 4,950
Elk River Community Theatre * Performance Schedule 1,500
Elk River School District * Scholarships 500
Elk River School District EBD' Mental Health Forum 1,250
Greater Zimmerman Area Chamber of Commerce * "A Frontier Holiday" 1,000
Opportunity Partners, Inc., Elk River' Furnishings and Appliances 1,000
Rivers of Hope, Elk River Youth Advocacy Program 15,000
Rivers of Hope, Elk River' Safe Start 10,000
Rum River Health Services, Inc., Elk River' Northland Women's Health Event 1,000
Zimmerman Elementary' Read To Succeed 500
FY 1999
2001 Arts Alliance, Elk River * ArtSoup-Elk River Area Community Art Festival 1,000
City of Zimmerman Livonia/Zimmerman Voices for Community Choices 10,000
Education to Employment, Elk River EEP Coordinator 10,000
Elk River Area Arts Council General Operating 3,000
Elk River School District' Community Band and Choir 300
Livonia-Zimmerman Voices for Com. Choices * Building a Community of Promise 3,000
Rivers of Hope, Elk River * Violence Prevention/Intervention Services 4,000
Sherburne County Scenic Area Land Preservation 5,000
Sherburne County Extension Service * Sherburne County Master Gardeners 600
Sherburne County Public Health Circle of Prevention-An Assessment of Parents 2,500
St. John Lutheran School, Elk River' Art Immersion Day 550
St. John Lutheran School, Elk River' St. John Theatrical Exposure Event 750
The 2001 Committee, Inc., Elk River Elk River Area Planning & Visioning Preparation 2,500
The 2001 Committee, Inc., Elk River Healthy Community Partnership Training 10,000
FY 1998
2001 Arts Alliance, EIk River' Elk River Area Community Art Festival 1,500
City of Becker Senior Housing Study 1,000
Elk River Area Chamber of Commerce Leadership Elk River 1,500
Elk River Area Citizens League' County Committee Structure Study 1,000
Elk River School District' VandenBerge Community Center 3,000
Elk River Youth Initiatives * Youth Initiatives Mentoring 3,400
Guardian Angels of Elk River, Inc. Child Care Center 10,000
Rivers of Hope, Elk River' Youth Advocacy Program 4,000
R.W. Handke Magnet Elem. School, Elk River' Odyssey of the Mind Training Sessions 250
Salk Jr. High Improv Troupe, Elk River' Improv Troupe 2,550
St. Andrew's Catholic School, Elk River' COMPAS Artist Residency Program 900
FY 1997
Big Brothers/Big Sisters, Elk River Sherburne County Expansion Project 5,000
Big Brothers/Big Sisters, Elk River' Eastern Sherburne County Branch Office 2,000
Big Lake School District Focus Group 10,000
Ciry of Big Lake Implementing Community Vision 10,000
ORGANIZATION NAME PROJECT TITLE AMOUNT
City of Elk River' Education Officer Project $4,000
City of Elk River" Elk River Heritage Festival 1,000
City of Rogers' Senior Housing Study 2,000
':ity of Zimmerman Creating A Healthy Sustainable Community 10,000
.Ik River School District Sherburne County Violence Prevention Activity 8,000
Guardian Angels of Elk River, Inc.' Elk River Senior Center/ Dining Site 3,000
Rum River Health Services, Elk River Rum River Inter-Faith Caregivers 5,000
The 2001 Conf. Planning Committee, Elk River' Enriching Our Communities 750
FY 1996
Big Brothers/Big Sisters, Elk River Sherburne County Expansion Project 10,000
City of Big Lake Area Community Planning/Leadership Dev. 2,500
Elk River Community Theatre' My Fair Lady 2,500
Elk River Leadership Council * Area Youth Salute 1,000
Land of Lakes Choirboys, Inc., Big Lake' Salem Boys Choir Festival 1,900
Parker Elementary School, Elk River' Software Language Enhancement ggg
Rivers of Hope, Elk River' Community & Youth Advocacy 1,500
Rivers of Hope, EIk River Youth Advocacy Program 5,300
FY 1995
Big Lake School District HELPS 2,500
City of Elk River/Chamber of Commerce' Leadership of Elk River 1,000
Elk River Area Citizens League * Arts in Building a Healthy Community 1,500
Rivers of Hope, Elk River' Youth Violence Prevention 1,500
Village Family Service Center, Elk River' Expanded Education 2,100
FY 1994
Elk River Area Arts Council ' Strings for Youth Programs 1,000
Sherburne Natural History, Zimmerman From Plow Furrows to Prairies 10,000
The 2001 Committee, Inc., Elk River Elk River Area Youth Task Force 25,000
The 2001 Committee, Inc., Elk River Education Awareness 2,050
FY 1992
Elk River Community Education Community Volunteer Network 15,000
FY 1991
:hild Care Mini Grants Sixteen Individual Awards 2,563
City of Becker Community Planning 1,000
FY 1990
Greater Elk River Task Force Domestic Violence/Advocacy 12,000
Sherburne County Historical Society, Becker Courthouse Preservation 4,000
Sherburne Economic Development Com. Community Planning 1,000
The 2001 Committee, Inc., Elk River Youth Survey Conference & Action Plan 1,000
TLC and Company, Inc., Elk River Facility Improvements/Staff Training 3,887
FY 1989
City of Elk River Wilderness Trail 5,000
Sherburne County Health Services Central MN Water Quality 44,200
Sherburne County Social Services Young Parents Program 1,350
FY 1988
Central MN Mental Health Center, EIk River Community Response to Youth Stress 3,000
City of Zimmerman Community Planning 1,000
Sherburne County Health Services Community AIDS Education 10,000
FY 1987
Sherburne County Health Services Water Quality 34,352
TOTAL GRANTS (162 ): $715,494
SCHOLARSHIPS AWARDED
FUND NAME RECIPIENT/COMMUNITY AMOUNT
FY2006
Charity Evenson Memorial' Alexandria Technical College $500
Charity Evenson Memorial' Augsburg College 500
Powell Scholarship Fund* EIk River High School 250
~Y 2005
Charity Evenson Memorial * Additional 2005 Awards (B awards, $500 each) 4,000
Charity Evenson Memorial' Anoka Technical College 500
Charity Evenson Memorial" Crown College (3 awards, $500 each) 1,500
Charity Evenson Memorial' Northwestern College 500
FUND NAME RECIPIENT/COMMUNITY AMOUNT
Charity Evenson Memorial` St. Cloud State University $500
Charity Eventon Memorial' University of Minnesota (2 awards, $500 each) 1,000
Powell Scholarship Fund* Elk River High School (2 awards, $250 each) 500
Zimmerman Lions PTO' Zimmerman Elementary (4 awards) 725
FY 2004
Charity Evenson Memorial' Anoka-Ramsey Community College 500
Charity Evenson Memorial* Calvin College 500
Charity Evenson Memorial * St. Cloud State University 500
Charity Evenson Memorial` University of MN-Duluth 500
Charity Evenson Memorial' University of MN 500
Zimmerman Lions PTO* Zimmerman Elementary (4 awards) 750
FY 2003
Charity Evenson Memorial ` Bemidji State University 500
Charity Evenson Memorial' Bethel College 500
Charity Evenson Memorial ' Bethel College 500
Charity Evenson Memorial * North Hennepin Community College 500
Charity Evenson Memorial' Oak Hills Christian College 500
Charity Evenson Memorial ' University of St. Thomas 500
Charity Evenson Memorial' University of Wisconsin-Madison 500
Charity Evenson Memorial' Vermillion Community College 500
Powell Scholarship Fund' Elk River Area Schools 250
Powell Scholarship Fund* Elk River Area Schools 250
FY 2002
Charity Evenson Memorial' Anoka Ramsey Community College 500
Charity Evenson Memorial' Art Institute Int'I Minnesota 500
Charity Evenson Memorial' Bethel College 500
Charity Evenson Memorial * Minneapolis Business College (2 awards, $500 each) 1,000
Charity Evenson Memorial* St. Cloud State University 500
Charity Evenson Memorial' University of North Dakota 500
Zimmerman Lions PTO* Zimmerman Elementary School (2 awards) 1,000
FY 2001
Charity Evenson Memorial` Northwestern College 500
Charity Evenson Memorial` Anoka Ramsey Com. College (2 awards, $500 each) 1,000
Powell Scholarship Fund' Elk River Area Schools 250
Zimmerman Lions PTO` Zimmerman Elementary School (4 awards) 1,750
FY 2000
Charity Evenson Memorial' Elk River High School (3 awards of $500 each) 1,500
Charity Evenson Memorial` University of MN 500
Powell Scholarship Fund' Elk River High School 250
Zimmerman Lions PTO' Zimmerman Elementary School (5 awards) 2,500
FY 1999
Charity Evenson Memorial` Elk River High School (4 awards of $500 each) 2,000
Zimmerman Lions PTO' Zimmerman Elementary School (2 awards) 600
FY 1998
Powell Scholarship Fund* Elk River High School 250
Zimmerman Lions PTO" Zimmerman Elementary School (2 awards) 600
FY 1997
Zimmerman Lions PTO' Zimmerman Elementary School 500
FY 1996
Powell Scholarship Fund' EIk River High School 250
Zimmerman Lions PTO' Zimmerman Elementary School (2 awards) 670
FY 1995
Powell Scholarship Fund' EIk River High School 250
Zimmerman Lions PTO' Zimmerman Elementary School 555
FY 1994
Powell Scholarship Fund` Elk River High School 250
Zimmerman Lions PTO' Zimmerman Elementary School 500
FY 1993
Powell Scholarship Fund' EIk River High School 250
TOTAL SCHOLARSHIPS (87): $37,650
* Denotes awards made by the Three Rivers Community Foundation,
a component fund of the Initiative Foundation.
MULTI-COUNTY PROJECTS ...
- - -
--
ORGANIZATION/PROJECT TITLE (COUNTIES SERVED
06 r_ __
-Y 20
,MICUS, Minneapolis
(Benton County, Bend in the River Park Master Plan
Brainerd Community Action; Video Production of Workshops
Centerfor Rural Policy and Development, St Peter;
Rural Minnesota Journal Publication
Central MN Housing Partnership, St. Cloud;
2006 - 2008 Strategic Plan
-
Central Minnesota Youth for Christ, St. Cloud;
Healthy Organizations Partnership (Multi-Year)
Greater Minnesota Housing Fund SL Paul;
Green By Design Conference
~HOrizon Health, Pierz;
North Central Faith In Action Alliance Project
Minnesota Father & Families Network, Minneapolis;
St. Cloud Conference and Outreach Efforts
Minnesota Rural Partners, St. Paul;
I. Energizing Community Entrepreneurship Conferece
I Minnesota Technology, Minneapolis;
Supply Chain Development for Plastic Injection Molders
;Northland Foundation, Duluth;
Independent Sector Conference
Central MN Re-Entry Progra
Benton,Sherburne, Stearns
$7
2
Benton, Cass, Crow Wing, Sherburne, Steams
_ ___
Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena Wright
Benton Sherburne Stearns
Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
jWadena, Wright
Sherburne, Todd, Wadena
Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
'Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
I Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
iWadena, Wright
iBenton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
it Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
.Pose, Inc. -Central MN Works, St. Cloud; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
i Self-Employment and Microenterprise Associates Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
Rural Renewable Energy Alliance, Backus; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
i Solar Heat for Low-Income Households in Central MN Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
St. Cloud Area Somali Salvation Organization; '.Benton, Sherburne, Stearns
Youth Adult Soccer League
Stearns-Benton Employment & Training Council, SL Cloud; Benton, Sherburne. Stearns, Wright
2nd Annual St. Cloud Regional Summit
Tri-County Action Program St Cloud; Benton Morrison, Sherburne, Stearns, Wright
~, Voluntary Tax Assistance Program
-
'~, United Way of Central Minnesota, SL Cloud; Benton, Sherburne, Stearns
'~, Youth As Resources
~~.WOrks In Progress, Inc., Sauk Rapids; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
I Time Well Spent! Women and Business Conference Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
~' 'Wadena, Wright
~
FY 2005
All Parks Alliance For Change, St. Paul i Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Central MN Mfd Housing Preservation & Security Program Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
ARC Central Minnesota, SL Cloud/Elk River;
~ Isanti, Kanabec, Mille Lacs, Pine, Sherburne,
Strategic Plan Follow-up
__- Wright
Battered Women's Legal Advocacy Project, Inc., Minneapolis; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
'. New Laws Training -Princeton Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
Best Prep, Minneapolis; MN Business Ventures Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Camp for Youth Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
_ (Wadena, Wright~_
_ - - 5
_. _
10,
5,000.
7,500
1,000
-- 8000
i
5001
2,000
2, 000
GRANT
ORGANIZATION/PROJECT TITLE COUNTIES SERVED AMOUNT
Big Brothers Big Sisters of Central Minnesota, St. Cloud; _ _
Bneton, Sherbume, Stearns ~ $5,000
Get Connected
Birthline, St. Cloud; Benton, Sherburne, Stearns SOC
Strategic Plan Follow-up
Brian Klinefelter Memorial Foundation, Sartell Benton, Sherbume, Stearns 10,000
Family Friendly Workplace Initiative
Briding, Inc., Bloomington; St. Cloud Area Start-up i Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, , 10,000
Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
Central MN Housing Partnership; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, 50,000
Central MN Affordable Housing Development Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
_
- Wadena, Wright
Central MN Senior Federation, St. Cloud; Benton, Morrison, Sherburne, Stearns, Todd, Wright 5,500
Healthy Organizations Partnership Training (Multi Year)
Child Care Choices, Inc., St. Cloud; Benton, Sherburne, Stearns 10,000
Steps to School Success Project
Housing & Redevelopment Authority of St. Cloud; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, 25,000
The Science Initiative of Central Minnesota Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
Hugh O'Brien Youth Leadership; Leadership Seminar Benton, Cass,~Chisago, Crow Wing, Isanti, Kanabec, 1,000
Scholarships (6) to Area Youth Mille Lacs, Morzison, Pine, Sherburne, Stearns, Todd,
, Wadena, Wright i
Mille Lacs Band of Ojibwe; 2004 Business Development i genton, Cass, Chisago, Crow Wing, Isanti, Kanabec, ~ 2,500
Summit: Partners in Profit i Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
:Minnesota Father & Families Network, Minneapolis; ~
Fatherhood & Famili
Services S
it
C
t
l Mi
I genton, Cass, Chisago, Crow Wing, Isanti, Kanabec, ~ 500
y
umm
--
en
ra
nnesota Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
Minnesota Lakes Association; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, 500
Strategic Plan Follow-up Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
Minnesota Rural Partners,St. Paul; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, 5,000
2005 Minnesota Rural Summit-Collegeville Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
Minnesota Technology, Inc., Minneapolis; ~ Benton, Cass, Chisago,-Crow Wing, Isanti, Kanabec, ~. 10,000
Lean Mfg. Training for Workforce Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd, I
-~-~- Wadena, Wright ~
innesota Technolo Inc., Minnea olis;
9Y. P Benton, Cass, Chisa o, Crow Win Isanti, Kanabec,
g g -
6,250
Synchronous Flow Assistance to Manufacturers Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd, '
Wadena, Wright
Onanegozie RC & D/Mid-MN Mississippi River RC & D, Foley; '~Benlon, Sherburne, Stearns, Wright 5,500,
ear)
C
. _ - !
P
&
tl
~
f
e ti
s
c
~
n
t 2 000'
"Parks
Tra
s fo
FUture
Gene
ons
Conferen
I Mille La saMo
e
son, Piner Sherbume, St
eaK sn Todd,
a
d
a
h
Princeton School District; - - _ Be
n
ton
lsan 9
Mille Lacs, Sherburne ~
~ 10,000{
Princeton Area Early Childhood Coalition
.
Rise Inc -Central MN Works SL Cloud _ - Benton Sherburne, Stearns, Wrght - I 2,5001
Rum River Health Services Inc Prnceton, i Benton, Isanti, Kanabec Mille Lacs, Sherburne, Wright 2,000]
St. Cloud State University Foundation;
Sherburne, Stearns 300!
'
Community Gardents Project
The Minneapolis Foundation; Minnesota Meeting Webcasts IBenton Cass, Chisago, Crow Wing, Isanti, Kanabec, 2,000
Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
United Cerebral Palsy, St. Cloud; Strategic Plan Follow-up Benton, Sherburne, Stearns 500
Works In Progress, Sauk Rapids; - Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, _
1,000
Women & Business Conference 2005 Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd, ,
Wadena, Wright
I-
ORGANIZATION/PROJECT TITLE - --
C
TIES SERVED
GRANT
_. --
I FY 2004 ~
I
- - AMOUNT
- -
American Red Cross of Central MN Chapter, St. Cloud,
~ - _
.Benton, Kanabec, Mille Lacs, Morrison, Pine Sherburn - -~
$1
000(
2004 Strategic Planning Session e
Stearns Todd ,
,ig Brothers Big Sisters of Central MN, Inc., SL Cloud; Benton, Morrison, Sherburne, Stearns 500
Strategic Plan Review
Centra MN Housing Partnership; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, 50,000
Central MN Affordable Housing Development Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
-
Central MN Taskforce on Battered Women, St. Cloud: (Benton, Chisago,
Isanti, Kanabec, Mille Lacs, Pine, 5
000
First Steps Early Childhood Parent Program 'Sherurne, Stearns, Wright ,
Central MN Taskforce on Battered Women, St. Cloud: Benton Mille Lacs Sherburne Stearns Wright 2,000
Multi county Collaboration Planning
Communities Investing In Families, Taylors Falls;
Benton, Cass, Chisago, Crow Wing Isanti Kanabec, -
750
~, Congregations in Community Conference iMille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
(Wadena, Wright
Friendship Foundation, Annandale; Benton Cass, Chisago, Crow Wing, Isanti, Kanabec,
Strategic Plan Follow-up Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
friendship Ventures, Annandale; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Strategic Plan Follow-up Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
- : Wadena, Wright
Great River Educational
Arts Theatre, St. Cloud; ( Benton Sherburne Stearns, Wright '~
Healthy Organ¢ahons Partnership Training (Multi-Year)
Harold Anderson Entrepreneurial Center St. Cloud; _ L
Benton Sherburne, Stearns
Pregnancy Resource Center of Cambridge; _ _ _
-- _ Chisago Isanti, M
ille Lacs, Sherburne, Wright
Rivers Council of MN, Sauk Ra ids;
P _
--- --- _~- - -
Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Conference Sponsorship Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
' Wadena, Wright
(Rivers of Hope, Monticello; Healthy Organizations Partnership ' Sherburne, Wright
Program (Multi-Year)
- - --. ~~.
_- -
~t Cloud Area Family YMCA; - _ i
Benton, Sherburne, Stearns
Book Buddies Early Childhood Literacy Project
St. Cloud Area Volunteer Coordinators Volunteer Training
Ir Benton Sherburne Stearns
St. Cloud HRA Economic Dev Planning & Implementation Benton, Sherburne Stearn
s
, Wright
rSt. Cloud School District 742 _
_
- -- -- --"-
Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
'Hidden Rules of Class" Trammg Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd, ~'
~
Wadena, Wright
'
9
r
S
ll
a
o Benton Sherburne, Stearns
Health Or anizations Partnershi Trainin Multi Year i
UnRed Cere
b al
Pals
of
Central Minnesot
SL Cloud; Benton, Sherburne, Stearns
Celebrating the 50 Year History of UCP" Anniversary Pub. '
IFY2003 -___ _. _... _._. __...
Big Brothers Big Sisters of Central MN, Inc., SL Cloud; School- (Benton, Mille Lacs, Morrison, Sherburne, Stearns, Todd ~.
Based Mentoring Program ',
Birthline, SL Cloud; Benton, Morrison, Sherburne, St
arns
Health Or anizations Partnershi T
ainin Multi Year
-
) e
--
9
Boys & Girls Club
of Central Minnesota St Cloud; Benton, Sherburne, Stearns, Wn ht ~,
KIDSTOP Afferschool Childcare Pro ram
~I,Boys & Girls Club of Central Minnesota, St. Cloud; '
Benton, Sherburne, Stearns, Wright
(
Central Lakes Colle e SBDC, Brainerd;
c
i
Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
MicroeMe prise Te
hnical Assistance Mille Lacs Morrison Pine Sherburne Stearns Todd
Wadena, Wright ~~
:Central MN Community Foundation, StCloud; '~~Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, ~~-
BoardSmart Event Mille Lacs, Morrison Pine, Sherburne, Stearns, Todd,
Wadena, Wright
Central MN Habitat for Humanity; - - - Benton, Sherburne, Stearns, Wright
Strategic Planning
5 000
__ -J
1,500
8,0001
5,000.
S,000~'
4,0001
3,0001
2, OOO
1,800
ORGANIZATION/PROJECT TITLE
COUNTIES SERVED GRANT'
AMOUNT
_ __ _ _
Central MN Housing Partnership; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, $50,000
Central MN Affordable Housing Development Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
Central MN Housing Partnership, St. Cloud,
Strategic Planning & Staff Development Benton, Cass, Chisago Crow Wing, Isanti, Kanabec,
Mille Lacs, Morrison Pine, Sherburne, Stearns Todd, 11
Child Care Choices, Inc., SL Cloud;
~. City of SL Cloud/St Cloud-Brainerd Joint Effort; Wadena, Wright
Benton, Sherburne, Steams, Wright
Benton, Cass, Chisago, Crow Wmg Isanti, Kanabec,
2,500'.
20,000
AIR21 Project Mille Lacs, Morrison, Pine, Sherbume, Stearns, Todd,
~ Wadena, Wright
_ _
Great River Regional Library, Sl. Cloud; Fundraising Plan
Independent Lifestyles, St. Cloud; Fundraising Plan
-- Benton, Morrison, Sherburne, Steams, Todd, Wright
Benton Sherburne, Stearns
-- ___ 2,000
2,000
MN Childcare Resource & Referral Network, St. Paul; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, 10,000
TEACH (Teacher Education & Compensation Helps) Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
~MN Lakes Association, Brainerd; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, 1,000'
Selected by 2002 Outstanding Envir. Initiative Award Winner Mille Lacs, Morrison, Pine, Sherburne, Steams, Todd,
Wadena, Wright
Multicultural Children's Art Connection, St. Cloud Benton, Sherbume, Stearns 2,000
Healthy Organizations Partnership Training (Multi-Year)
Rivers Council of Minnesota, Sauk Rapids; ~ I
Healthy Organizations Partnership Training (Multi-Year) Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd, 5,000
Wadena, Wright
Salem Lutheran Church, Sl. Cloud; Benton, Morrison, Sherburne, Stearns, Wright 25,000
Faith-Based Menioring Bootstraps Project
--
'St. Cloud Housing &-Redevelopment Authority;
St. Cloud Area Eco. Dev. Partnership Operating Support
Benton Sherburne, Stearns, Wright
7,500
St. Cloud State University SBDC, St. Cloud; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, 3,000
Microenterprise Technical Assistance Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
United Cerebal Palsy of Central Minnesota; Sl. Cloud Benton, Sherburne, Stearns 5,000
Healthy Organizations Partnership Training (Multi-Year) _
United Migrant Opportunity Services, Inc.;
EI Pueblo Hispano Conf. -Central MN Residents Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd, 3,000
Wadena, Wright ,
rsity of MN Extension
U
r
In g
m
s
e
K
n
r 10,000
clus on Pmgrammg
'~I
Dlve
rsity & Todd,
son
Pine
Sherbu
e
St
a
s
' Wa
s ~
Wnght
dena
- -
Works In Progress, Sauk Rapids, ~ Benlon, Cass, Chisago, Crow Wmg, Isanti, Kanabec, -. 1,000
Women and Business Conference 2003 Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd, '~
''Wadena, Wright
~FY 2002
_ _
_
Boys & GirlsClub of Central Minnesota, St. Cloud; Benton, Sherburne, Stearns 10,000~I
Project Learn ,
~CentraCare-HealthFoundation, SL Cloud; ~'~,Benton, Sherburne, Stearns 1,000
Process To Peace Conferece '
-- - -- -_
,Central Lakes College SBDC, Brainerd;
Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
7,500
' Microenterprise Technical Assistance ' Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd, i
Wadena Wright
Central Minnesota Community Theatre, St Cloud; Benton Sherburne, Stearns 2,000
Community Theatre Project
- _
- - --_. - -- J
-- --
. _
l
' e
l
a
e
9
rs
r
i
r J
hip, SL Cloud;
Centr~
Mmneso9a Hous n
g
Part
e CrowWing, Isanti, Kanabec,
Chisago
Benton
Cass 50,000!
Affordable Housing Development Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
' Wadena, Wright
Central Minnesota Housing Partnership, St. Cloud/Partners 56472, Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, 5,000
Pequot Lakes; Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Operation "Bootstrap" Planning Wadena, Wright ~.
__
City of SL Cloud, Human Rights Division;
iBenton, Sherburne, Stearns
1,000
"Learn What You Don't Know'
f
'ORGANIZATION/PROJECT TITLE
_- -. _.
East Central Regional Development Commission, Mora;
Regional GIS Program Operating Support
__. __ - --
manegozie Resource Conservation & Dev Council,
Forestry Coop. Research & Development
Pine Technical College, Pine City;
Women in Technology Conference
Rivers Council of Minnesota, Sauk Rapids;
MN Lakes Association Conference Sponsorship
Rum River Interfaith Caregivers, Princeton;
Healthy Organizations Partnership
-_ - --
Salem Lutheran Church, SL Cloud; ImmigranU
Refugee Seminar
'Sauk Rapids-Rice School District;
I W~E.B./LINK Mentoring Orientation Program
~ __
(COUNTIES SERVED
16enton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
",Wadena, Wright
Chisago Isanti, Kanabec, Mille Lacs, Pine, Sherburne,
Wright
'.Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Ladena, Wright
'Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
(Mille Lacs, Sherburne
Benton, Sherburne, Stearns --
i
'Benton, Sherburne, Stearns
St. Cloud State University Center for Community Studies; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Rural Clinic Outreach (Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
ISt. Michael's Hospital Foundation, Sauk Centre/Steams-Benton .Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
'Medical Society; '.Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Central MN Health Information Network
- iWadena, Wright
',United Way of Central MN, St. Cloud; ,Benton, Sherburne, Stearns
~~, Works In Progress, Sauk Rapids; Strategic Plan Benton, Sherburne, Stearns
Works In Progress, Sauk Rapids; enton Cass, Chisago, Crow Wing, Isanti, Kanabec,
'~ Women and Business Conference 2002 ~ Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena Wright
FY 2001
-- -
'.atholic Chanties SL Cloud -- - -
Benton, Isanti, Kanabec, Mille Lacs, Morrison, Stearns,
Foster Grandparent 35th Recognition
C
l L
k Todd, Wadena
entra
a
es College SBDC, Brainerd; Benton, Cass, Chisago Crow Wing, Isanti, Kanabec,
Business Technical Assistance for Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Women and Minorities Wadena, Wright
Central MN Community Foundation, St. Cloud; Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec,
Stephen Covey Event Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
'Central MN Housing Partnership, , Benton Cass, Chisago,Crow Wing, Isanti Kanabec,
Affordable Housing Project Development ~, Mille Lacs, Morrison, Pine. Sherburne. Stearns. Todd.
'East Central Regional Development Commission, Mora;
NTI Technology Business Recruitment
Minnesota Lakes Association;
Conference Support
~St. Cloud Area Housing & Redevelopment Authority;
Regional Labor Force Assessment
Sustainable Farming Association of MN;
Database and Membership Survey
,Wadena, Wright
2,000
1,500,
1,00
2,500
5,000
Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, 10,000'..
Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd, ~.
',Wadena, Wright '
!Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, 1,000
(Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd, ' I
.Wadena, Wright
_ _ __
Benton, Cass, Chisago, Crow Wing, Isanti Kanabec, '
25,000'
Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd,
Wadena, Wright
Benton, Cass, Chisago, Crow Wing Isanti, Kanabec, 2,000
Mille Lacs, Morrison, Pine, Sherburne, Stearns, Todd
Wadena, Wright
TOTAL MULTI-COUNTY PROJECTS (115): it $810,433
EXAMPLES OF LOANS AWARDED ...
BUSINESS NAME
FY 2006
Gordon Training Center, Princeton
(The Bank of Elk River)
PK Partners, LLC, Elk River
(The Bank of Elk River)
FY 2005
CDC Enterprises, Inc., Elk River
(Peoples Bank of Commerce, Cambridge)
D's Pizza Paradise, Becker
(State Bank of Delano)
FY 2004
Advanced Extrusion, Inc., Becker
K-Nedra, Elk River
FY 2003
K-Nedra, Elk River
Meadow View Townhomes of Zimmerman
FY 2002
A.J. Machinery Company, Inc., Big Lake
(The Bank of Elk River)
Advanced ExVUSion, Inc., Becker
(Associated Bank, Plymouth)
Sherburne EnviROCk, Becker
(First National Bank -Elk River)
FY 2001
Cymbet Corporation, Elk River
FY 2000
Eighth Street House, Big Lake
(Buffalo National Bank)
Raymond P. Chock Trucking, Elk River
(The Bank of Elk River)
FY 1998
Windmark, Inc., Zimmerman
(Breda Savings Bank -Breda, IA)
FY 1996
Marketech, Inc., Elk River
(First National Bank -Elk River)
FY 1995
MastonPs Pizza, Becker
(Sherburne State Bank -Becker)
FY 1994
Brumar, Elk River
(Breda Savings Bank -Iowa)
Freeport Finishing, Zimmerman
(Princeton Bank -Princeton)
Sherburne County Insurance, Elk River
(The Bank of Elk River)
FY 1992
Darter Plastics, Inc., Becker
Diaper Express, Zimmerman
(First National Bank -Elk River)
FY 1991
Rohn Ironworks, Elk River
(First National Bank -Elk River)
FY 7890
Marketech, Inc., Elk River
(First National Bank -Elk River
FY 1989
Hom Machine, Elk River
(First National Bank -Elk River)
Key Pattern, Elk River
Pomeroy Tool, Elk River
BUSINESS TYPE
Horse Training, Showing and Breeding
Distributor of Wastewater Treatment Systems
Products
Plastic Duct 8 Insulation Development
Take and Bake Piua
LOAN TYPE
Expansion
Start-up
Ezpansion
Ezpansion
Manufactudng
Software Development
Software Development
Land Development Project
Machine Tool Cover Distributor
Manufacturing
Converts Fly Ash to a Concrete Additive
Mfg. Lithium-ion Rechargable Batteries
Group Foster Home
Independent Truck Driver
Design/Mfg. Rescue Air Boats
Electronic Testing Service
Pizza/Deli
Welding
Finishing
Insurance Agency
Plastics Manufacturing
Diaper Service
Structural Steel Fabricating
Electronic Testng Service
Millwork Manufacturing
Pattern Design
(Fvst National Bank -Elk Rver) Tooling
TOTAL LOANS (35): $2,169,300
Total Business Investment Leveraged: $13,321,655
Total Jobs Created or Retained: 363
GRAND TOTAL OF GRANTS, LOANS & SCHOLARSHIPS
IN SHERBURNE COUNTY
fo
Ezpansion
Ezpansion
Start-up
Start-up
Expansion
Start-up
Start-up
Start-up
Ezpansion
Start-up
Start-up
Expansion
Expansion
Expansion
Start-up
Expansion
Expansion
Start-up
Expansion
Start-up
Start-up
Expansion
Expansion
INITIATIVE g O A R D O F TRUSTEE S
FOUNDATION
405 First Street SE, Little Falls, MN 56345
Phone: 320/632-9255
Fax: 320/632-9258
www.ifound.~ra
Bili Scarince, St. Cloud
WF Scarince, Inc.
John Schlagel, Cambridge
Schlagel. Inc.
Pat Spence, Rice
Community/Economic Development
Board Chair
G. George Wallin, PhD., Big Lake
Warren Williams, Brainerd
Banking
Board Vice-Chair
Not pictured: Jim Anderson, Brainerd
Anderson Brothers Construction
(I Gloria Confreras Edin, Staples ~~ Steve Shelley, Little Falls
~ Hispanic Advocate Shellev Funera(Chaoels
The Initiative Foundation offers an integrated Planning and Preservation INITIATIVE
Initiative that positt'vely impacts communities that are working on the F~ U N ~ATI ~ N
preservation of `place, space, and natural resources "throughout the fourteen
counties of Central Minnesota.
Purpose: To support citizen-based planning and activities that lead to the preservation of
locally-valued open space, key places, and natural resources that maintain and enhance the
quality of life in Central Minnesota.
Principles: We support:
• Sustainable development which recognizes that natural resources are a key economic
asset and quality of life indicator for the region;
• Citizen based planning to manage growth and change; building the infrastructure needed
to support a growing region, while intentionally preserving the natural qualities with
which the region is blessed;
• Fund priorities and programs will aggressively avoid duplication of resources or assets
offered by other conservation organizations or institutions.
Proeram Comaonents•
Specialty Workshops and Training Opportunities: The Initiative Foundation offers subject and
skill-specific workshops on a regular basis in response to regional trends. Recent themes have
included education on:
• Conservation design and planning.
• Wastewater, drinking water and storm water management infrastructure.
• Strategic planning and funding mechanisms for parks, trails and open space.
• Downtown revitalization.
• Control of invasive exotic aquatic plants including curlyleaf pondweed.
• Developing farmer's markets.
• Running for and serving in public office.
• Partnership training with the Government Training Services for members of planning
commissions and boards of adjustment, including workshops Local Government 101,
Spotlight on Subdivisions, So You're Thinking About Planning & Zoning, Environmental
Planning: Choosing the Besl Approach for Your Community, Site Plamiing Basics for
Non-Design Professionals, Your Role as a Planning Commission Member, and
Advanced 'Zoning Applications.
Resource Referral: The Initiative Foundation connects its constituents with experts through
direct resource referral, links on our website, and the "Conservation News You Can Use"
electronic newsletter. Valuable literature, funding and training opportunities, and other tools for
local conservation efforts are readily accessible on the website
as well ~~~s ~~~<,~,,~~„~, 5~~.
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Leadership Training and Planning Programs:
• The Healthy Lakes and Rivers Partnership (HLRP) Program: Since 1999 the HLRP
program has offered this leadership and capacity-building program for members of lake and
river associations in Central Minnesota. Supported by The McKnight Foundation and the
Laura Jane Musser Fund, this integated assistance program trains local leaders to develop
comprehensive lake (or river segment) management plans. When they complete the training,
teams then become eligible for follow-up funding to implement the goals identified in their
plan. Since its inception, the HLRP program has trained nearly a thousand people,
representing well over 1001ake or river associations.
• The Healthy Organizations Partnership (HOP) Program: The HOP program is supported
by the Otto Bremer Foundation and USD, and is designed to increase the capacity of regional
nonprofit organizations so they can more effectively carry out their respective missions.
Twelve of the HOP teams which have participated in the program are conservation-based
organizations.
The Healthy Community Partnership (HCP) Program: Through this multi-year training
and assistance program, we provide multi-generational teams with the tools, education and
resources they need to develop an integrated strategic plan. Once a shared vision is reached
and plans are in place, community leaders stand ready to implement the environmental,
economic, and social well-being goals necessary to build sustainable communities. Currently
over 65 percent of the HCP plans include environmental goals addressing resource
conservation, parks, trails or open space, and planned growth and sustainable development.
To date, over 1,000 people, representing 60 teams from over 110 communities have
participated in the HCP program.
Grants: The Foundation makes grants to support citizen-based planning and implementation of
conservation or resource preservation programs which result intangible outcomes designed to
protect "place, space, and natural resources" within our 14 county area.
Planning and Preservation Fund: This "field of interest" fund can receive tax-deductible
donations from individuals and entities interested in keeping their gifts at work within Central
Minnesota to preserve and enhance the natural and historic heritage of our region.
For more information or application materials, please contact:
Don Hickman, Program Manager for Planning and Preservation
Initiative Foundation
405 First Street SE
Little Falls, MN 56345
(320)632-9255
(877)632-9255
Fax: (320) 632-9258
E-mail: dhickman@ifound.org
Website: www.ifound.org
METHAMPHETAMINE IN RURAL MINNESOTA: Methamphetamine (meth) is a powerful man-made stimulant
drug. The drug is made or "cooked" using a dangerous combination of chemicals, and is sold in the form of pills,
powder or chunks. It is believed that up to eighty percent of the meth used illegally in Minnesota comes from other
states and from out of the country. The remaining meth used illegally in Minnesota is made in clandestine laboratories
("meth labs") in homes, vehicles, motels, ice-fishing shacks and other locations.
The illegal production, distribution and use of meth has increased significantly in rural Minnesota in the last decade.
In 2003, over seventy-five percent of the clandestine meth labs were discovered outside of the largest Minnesota cities.
Over the last six years (1998-2004), over 325 labs were exposed in the fourteen counties served by the Initiative
Foundation. The existence of the drug in our region and throughout Greater Minnesota is accountahle for
• Serious environmental dangers caused by meth labs and meth chemical dumps
• Increased child abuse, child neglect and child endangerment
• Increased crime and violence -including theft, sexual assault and even homicide
• Increased demands on medical and social services, jails, fire departments and law enforcement agencies
• Additional pressure on educators, parents, units of government and communities as a whole
OUR RESPONSE• The Initiative Foundation has been given a charge to respond to the emerging issues in our
service area. Methamphetamine is a clear and strong threat to the health and safety of our communities and its
members. The consequences of its existence crosses over our priority areas of Fostering Environmental Health
and Preservation; Promoting the Healthy Development for Children, Youth and Families; Retaining a
Sense of Place; and Ensuring Economic Well Being for Communities. We'believe that by coming along side
communities, we can help prevent and reduce the incidence of meth production, use and distribution, and support
families and communities as they deal with its devastating effects.
OUR PRINCII'LES• We believe we can be most effective by:
• Increasing awareness and providing education about methamphetamine
• Working in partnership with other agencies, organizations and individuals facing this issue
• Taking an asset-based approach to prevention, enforcement, education and treatment
• Building on existing community resources
PROGRAM COMPONENTS• Through our Methamphetamine Initiative, we will provide a combination of
education, technical support, financial assistance and resource and referral services bv:
• Conducting educational workshops such as Merh ,twurcness l01 and Hope throtrKh TreaUnent
• Convening county-wide community coalitions
• Making community, multi-community and county-wide grants to identity and mobilize resources, and
implement local prevention projects
• Developing and distributing resource guides and resource toolkits to schools; communities, parents, employers
and partnering organizations
• Creating a regional media catnpaigo to include news stories, public service announcements, radio interviews,
and opinion editorials
For more information, please contact
Ed Minnema
Initiative Foundation
405 First Street SE
Little Falls, MN 56345
INITIATIVE (320) 632-9255 or (877) 632-9255 toll-free
FOUNDATION Fax: (320> 632-92sa
E-mail: eminnemar7a ifound orp
Website: www.ifound.org
INITIATIVE
FOUNDATION
BUILDING COMMUNITY COALITIONS FOR YOUNG CHILDREN: Beginning in the fall of 2003,
the Initiative Foundation will work closely with at least six pilot communities to engage them in a grassroots
visioning and planning process around eazly childhood caze and education. Communities participating in
this process will be those who have successfully completed the Healthy Community Partnership (HCP)
program, and identified the caze and education of children, youth and families as a key goal area in their
community's long-range plan.
PURPOSE: We believe that communities need to come along side parents and families in order to give
children the very highest quality of care and education during their earliest years in order to help them
succeed later in life. We also believe that communities that choose to dedicate significant time, energy
and resources to the care of their youngest children, will be communities that thrive!
Our Eazly Childhood Initiative is designed to support the people of Central Minnesota to bring early care
and education to the forefront of effective and sustainable community planning and action.
OUR PRINCIPLES: Our campaign for the youngest children is based on the fundamental beliefs that:
• Every child should have the opportunity to Team, to be safe and to be loved.
In order to be successful, families need and deserve the support of the broader community.
• More children can and should enter school ready to learn and succeed.
• An investment of time and resources in children at a very early age creates valuable economic impacts
for communities.
• Quality, accessible and affordable early childhood opportunities should be a top priority of local leaders
and decision makers at all local, regional and statewide levels.
COALITION BUILDING PROCESS: The early childhood caze and education coalition process is a
partnership between the Initiative Foundation and a broad base of members from the coalition community.
Each community coalition is expected to:
• Develop a core leadership team.
• Hire or assign apart-time team coordinator.
• Identify local resources to support the coalition's efforts.
• Participate in three to five Initiative Foundation-led leadership training sessions.
• Conduct a local visioning session.
• Develop a local early childhood integrated plan.
• Encourage and support the implementation of planned goals.
• Evaluate the effectiveness of local efforts.
• Communicate coalition progress with the Initiative Foundation team. :,.~,.> ~;,<.., ,~~,~:~:~ ,~
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The Initiative Foundation is expected to provide:
• Up to $15,000 in start-up funding.
• One-on-one staff technical assistance.
• Links to statewide networks and resources.
• Leadership training in the areas of:
° Coalition development and team building
° Strategic planning and visioning
° Project implementation and coalition sustainability
A grant of up to $15,000 will be available to each team. These funds may be used to help pay apart-time
team coordinator; to offset travel expenses to and from training sessions; to cover the cost of facilitators,
food and facilities for community meetings; and to implement goals identified in the coalition's planned
goals. Ineligible expenses include capital expenditures, supplanting current program funding and projects
that do not assist with the planning process or support the goals of the coalition's plan.
REQUIREMENTS: To be eligible to apply for the Early Childhood Community Coalition Partnership, a
community must have successfully completed the Initiative Foundation's Healthy Community Partnership
(HCP) program, and identified the development of children, youth or families as a key goal area in their
integrated community plan. Each eligible community will also have existing and effective early childhood
networks in place, a clear commitment from the community's K-12 school leaders, and be able to identify
existing resources (financial, volunteer time, office space, etc...) to contribute to the coalition's effort.
For more information and application materials, please contact:
Linda Kaufmann, Youth and Grants Specialist
Initiative Foundation
405 First Street SE
Little Falls, MN 56345
632-9255
(877)632-9255 toll-free
TDD I-800-627-3529
Fax: (320)632-9258
e-mail Iaufmann@ifound.org
Website: www.ifound.org
Our Early Childhood Ini[intive is a part of a
Statewide effort in partnership with:
• The McKnight Foundation
• The Minnesota Initiative Foundations
• Ready 4 K
~ ~ 1 ~'
INITIATIVE
The Initiative Foundation is YOUR FO U N DATI O N
Regional Economic Development Resource
and Partner in Central Minnesota.
WHAT WE DO...
•:• Provide $3.5 million Gap Financing Annually to Small Businesses
• Provide $250,000 Grants Annually to Non-profits & Units of Government to Address
Barriers to Economic Development
^ Workforce Development
^ Child Care and Early Childhood Education
^ Affordable Housing
^ Build Capacity of Local Economic Development Organizations
BUSINESS FINANCING PROGRAMS
Access to capital drives business development and growth. For business start-up and
expansion projects, Initiative Foundation Business Financing programs meet the "gap"
between the financing a local lender is able to provide and the equity the owner is able to
contribute. By offering gap financing to supplement owner equity and taking a position
as a subordinate lender, Initiative Foundation business financing programs are a tool to
help banks and lending institutions better serve local businesses.
As a double bottom line investor in local businesses, the Initiative Foundation focuses
resources on quality projects with clear impacts:
•:• Creationhetention of quality, living wage jobs with benefits
• Business contributes to a strong and diversified local economy
• Project supports local community's economic development objectives
Initiative Foundation offers business financing programs to meet diverse regional
needs:
•:• Direct Business Loan Fund • Technology Capital Fund
•:• Micro Enterprise Loan Guaranty Fund •:• Seed Capital Fund
IMPACTS Since inception in 1986:
• 739 business loans and guaranties
totaling $26.4 million
s• 8,396 jobs created or secured
•'• Leveraged more than $145.4 million '~"'"' ""''~ ~" "°"~'"'
• in private business investment ~~°~°°°~~~~~^~_~~
• Direct Business Loan Fund
Fills gaps in financing packages for new or expanding companies that show potential for quality job
creation or retention. Targeted industries include manufacturing, technology based business sectors,
and value-added agriculture.
^ Loan amounts of $50,000 to $250,000
^ Minimum 50% bank or lending institution participation
^ Subordinate collateral position
^ Eligible uses: real estate, equipment, and working capital
• Technology Capital Fund
Supports emerging technology ventures and helps established businesses integrate proven
productivity applications into operations.
^ Loans of $50,000 to $500,000
^ Primary lender participation if feasible but not required
• Flexible terms and collateral requirements
^ Established businesses, pre-revenue businesses & start-ups
• Eligible uses: Fixed assets, working capital, commercialization of new product launch, and
productivity enhancing software systems.
• Seed Capital Fund
Supports emerging entrepreneurial ventures by financing new product concepts, development, and
market reseazch.
^ Loans, convertible debentures, or equity investments up to $50,000
• Early stage start-up capital
^ Emerging technology ventures or projects with high growth potential
• Flexible terms based on stage of venture
•3 Micro Enterprise Loan Guaranty Program
Protects banks and lenders against default by underwriting up to $50,000 through a simple guaranty
agreement. Fund was designed to increase local ownership or expansion of small business,
especially among underserved populations who have traditionally been less likely to be business
owners.
• Focus on locally owned and downtown businesses, non-traditional borrowers
• Retail/service sector eligible
• Non-traditional borrowers include women, people of color, young adults, and applicants with
low net worth.
More Information 8
John Kaliszewski
Vice President for
Economic Development
jkaliszewksina ifound.ore
320.631.2012 Direct
Online Inquiry Form at www.ifound.or~
Sandy Voigt Ashley Vargo
Program Manager for Business Finance Officer
Technology Finance avar~o~ifound.org
svoig~ifound.org 320.631.2013 Direct
320.631.2012 Direct
INITIATIVE
FOUNDATION
Should My Community Consider HCP?
UnlockinE the Power of Peoule
The Initiative Foundation's Healthy Communities Partnership (HCP) program
works with central Minnesota communities to engage local citizens in planning for
the future. Too often people feel disconnected and powerless to affect change in
their communities, even though many are willing to volunteer countless hours to
ensure the success of community projects that interest them.
HCP begins by providing one year of innovative training to local leadership teams
whose members must be dedicated to involving everyone in the process of building
a brighter future for their community. The Initiative Foundation provides an initial
$10,000 grant, technical support and facilitation, and atime-tested model within
which each community will create its own vision and integrated plan. The
planning process generates a number of goals and projects that will require local
volunteers and resources in order to be successful.
Selection to HCP is a competitive process-only eight communities are offered the
training each year. More than 100 Central Minnesota communities and six
counties have already benefited from the impact of your Initiative Foundation's
support and expertise!
If your community has never participated in HCP ... or if it has been a number of
years since it did ...you may wish to consider applying.
Want More Information?
For further information or to schedule a formal presentation for your neighbors and
friends, call the Initiative Foundation toll-free at (877) 632-9255 and ask for Dan
Frank, Manager for Community Development.
LOG I`n <..r 4r~ua r.r SI'.
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COMMUNITY FUND PROGRAM
OF THE
INITIATIVE FOUNDATION
INITIATIVE
FOUNDATION
405 First Street Southeast
Little Falls, MN 56345
877-632-9255 toll free
www.ifound.org
WHAT IS A COMMUNITY FUND?
A community fund is a designated endowment fund of the Initiative Foundation, which is
established in partnership with local residents who have a commitment to strengthening their local
community through building a philanthropic resource. The Community Fund serves as a
grassroots yhilanthropic resource for the community, and acts as a catalyst in linking resources
to people and needs in the community. The money raised is invested with other resources of the
Initiative Foundation, with a portion of the income generated distributed through grants and
occasionally loans to nonprofit local agencies, schools, and organizations in that community.
As a designated fund of the Initiative Foundation, contributions raised through the Community
Fund Program become assets of the Initiative Foundation. The Initiative Foundation is legally and
morally bound to distribute the endowment income within the Community Fund service area, and
bases those distribution decisions on recommendations provided by the Community Fund's
Governing Board.
BENEFITS OF ESTABLISHING A COMMUNITY FUND WITH THE
INITIATIVE FOUNDATION
1. Partnership. Establishes a true working relationship between the Initiative Foundation and the
Community Fund, uniting the strengths and resources of both entities to mutually benefit the
local community.
2. Flexibility. Allows donors, agencies, or communities to define the purpose and name of the
Community Fund as well as to help designate the charitable recipient(s).
3. Permanence. The local fund is held as permanent endowment, where only the earnings from
the investment are distributed as grants or loans. Donors know that their gift will truly live -
and give -forever.
4. Cost Effective. No start-up costs, no incorporation filings, no separate tax returns, no excise
taxes, and no separate audits/IRS filings.
5. Support. The Foundation's staff provides technical services including fundraising training,
asset management, distribution of grants, public relations, and donor record keeping.
6. No red tape. The Foundation provides for annual reports, certified audits, and handles required
State and Federal requirements.
7. Leadership Training. The participating community has access to the Foundation's Healthy
Communities Partnership Program, atwo-year leadership and comprehensive planning program.
8. Local Leadership. The Community Fund promotes leadership through governing boards, local
volunteers, and possibly participation in Healthy Communities Partnership program.
LEADERSHIPlADMINISTRATIVE STRUCTURE
1. The Community Fund is established through a declaration which outlines the structure of the
Community Fund and how it will operate.
2. A Community Fund Governing Board is established with at least seven (7) members to oversee
the Community Fund, and make recommendations to the Initiative Foundation.
3. The Initiative Foundation Staff and Board will work with the Community Fund Governing
Board regarding investments of contributions, records, research, fundraising strategy, and
processes for distribution of income through grants.
4. The Initiative Foundation provides a modest annual grant to support administrative costs.
S. The Initiative Foundation assesses a modest administration service fee for handling of
Community Funds assets.
3/21/2006
Contributions made to the Initiative Foundation Endowment, or any of the Community Funds, are
tax-deductible under Internal Revenue Service code for 501(c)(3) nonprofits.
Match in Funds
• The Initiative Foundation provides new community funds an incentive match to assist them with
endowment-building in their early stages.
• The Foundation will also provide an incentive bonus for irrevocable, documented planned gifts
valued at $50,000 or more (through 6/30/2007).
Does the Monev Come Back to the Community?
The special fund that is set up can only be used to benefit the community, so the Initiative
Foundation can not use it for anything else. The intention is that the Community Fund is a
permanent endowment fund of the Initiative Foundation.
INCOME DISTRIBUTIONS
The Initiative Foundation provides financial statements to the Community Fund Governing Board,
itemizing available income to distribute in the community. The Governing Board, based on its
grant criteria, makes recommendations for grant disbursements to the Initiative Foundation.
What Can A Community Fund Do?
The types of charitable activities to which a Community Fund can provide financial resources
include:
1. Grants and Community Development. Income can be used to make grants to nonprofit
501(c)(3) agencies, government, or schools for community services and programs.
2. Convening. Facilitating the gathering of individuals, agency representatives around issues
facing the local community, the Community Fund, the region, etc.
3. Providing Education On Philanthropv. The Community Fund, together with the Initiative
Foundation, work together to promote the importance, benefits, and impact of philanthropy.
4. Providing Charitable Oanortunities. The Community Fund, in partnership with the Initiative
Foundation, provides a philanthropic vehicle for individuals, organizations, and businesses to
carry out their charitable goals, providing opportunities to support general endowment; to create
donor-advised funds to address the donor's specific areas of interest such as education,
environment, medical; and to address the donor's deferred giving goals.
5. Technical Assistance. Providing training and instruction to other organizations, communities,
individuals related to experience/expertise gained in working with the Community Fund
Program.
COMPONENT FUND ANNUAL FEES
Nominal administrative/investment fees will be assessed annually for community fund endowments
based on the fair market value of total assets as of June 30th each year (post audit).
3/21/2006
INACTIVITY
The Initiative Foundation relies heavily on the leadership of the Community Fund Governing Board
to develop an active, sustainable community fund. This includes developing long-term marketing
plans, operating funding campaigns, developing leadership transition plans as new governing board
members are recruited, and distributing grant dollazs, as directed in the resolution establishing the
community fund. Should the Community Funds be challenged to develop and implement these
programs at the local level, the Initiative Foundation reserves the right to take whatever appropriate
means maybe required to sustain the leadership and programs of the Community Fund.
WHAT HAPPENS IF THE INITIATIVE FOUNDATION DISSOLVES?
With a substantial endowment, and a broad base of philanthropic support for its programs, the
Initiative Foundation is a fiscally sound organization. We foresee consistent and progressive
growth in our asset base, and are committed to increasing our endowment to support current
program and administrative needs.
H'.\Communiry Funds\Community Pund Pmg OUJive 2004.doo
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