2024-02-12T14:24:12-06:00 2023-09-30 411360831 OLSEN THIELEN & CO LTD 2675 LONG LAKE ROAD ST PAUL MN 55113 990 2022-10-01 410418730 MINNESOTA TELECOM ALLIANCE MINN 6512917311 1601 UTICA AVE S 213 MINNEAPOLIS MN 55416 BRENT CHRISTENSEN PRESIDENT/CEO 6512917311 2024-02-07 1 BRENT CHRISTENSEN XXX-XX-XXXX 0 RYAN VETTRUS CPA P01243596 6514834521 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X BRENT CHRISTENSEN 1601 UTICA AVE S 213 MINNEAPOLIS MN 55416 1911213 0 X WWW.MNTA.ORG X 1954 MN TO ENHANCE THE SUCCESS AND VIABILITY OF ITS TELECOMMUNICATIONS INDUSTRY MEMBERS IN AN INCREASINGLY COMPETITIVE ENVIRONMENT. 10 10 7 30 0 0 0 0 1663837 1877222 43908 33991 0 0 1707745 1911213 0 0 0 0 853907 908453 0 0 0 1367927 1652280 2221834 2560733 -514089 -649520 1279282 624269 400385 351410 878897 272859 X MTA IS ORGANIZED FOR THE PURPOSE OF ENHANCING THE SUCCESS AND VIABILITY OF ITS TELECOMMUNICATIONS INDUSTRY MEMBERS IN AN INCREASINGLY COMPETITIVE ENVIRONMENT. 0 0 WITH OVER 200 MEMBERS, THE MTA ACTIVELY ADVOCATES AND REPRESENTS THE INTERESTS OF MINNESOTA'S TELECOM INDUSTRY, INCLUDING SMALL, MEDIUM AND LARGE TELECOMMUNICATIONS COMPANIES THAT PROVIDE ADVANCED VOICE, DATA, HIGH-SPEED INTERNET AND WIRELESS COMMUNICATIONS SERVICES. THE ORGANIZATION SERVES ITS MEMBERS BY INFORMING AND EDUCATING MEMBER COMPANIES ON SUBJECTS RELATING TO THE TELECOMMUNICATIONS INDUSTRY; DEVELOPING AND PROMOTING UNIFORM STANDARDS OF COMMUNICATIONS SERVICES, PROCEDURES AND PRACTICES; SUPPORTING THE PROVISION OF HIGH QUALITY, UNIVERSAL SERVICE FOR CONSUMERS; INFORMING AND EDUCATING CONSUMERS, LEGISLATORS AND REGULATORS ON THE NECESSITY, APPLICATIONS AND BENEFITS OF A RELIABLE, EFFICIENT AND MODERN TELECOMMUNICATIONS INFRASTRUCTURE AND THE NEED FOR ADEQUATE COMPENSATION TO FUND THE INFRASTRUCTURE; AND BY REPRESENTING THE MEMBER COMPANIES' INTERESTS BEFORE THE GENERAL PUBLIC AND LEGISLATIVE AND REGULATORY BODIES. MTA HOSTS ONE OF THE NATION'S LARGEST STATE TELECOMMUNICATIONS CONVENTION AND TRADE SHOW. THE 2023 ANNUAL CONVENTION WAS HELD MARCH 13 THROUGH MARCH 15, 2023 AND INCLUDED GENERAL AND BREAKOUT SESSIONS, NETWORKING OPPORTUNITIES AND EXHIBITS. MTA COMMUNICATES WITH ITS MEMBERS THROUGH ITS BI-WEEKLY ELECTRONIC NEWSLETTERS. MTA HAS NUMEROUS MEMBER DRIVEN COMMITTEES AND PEER GROUPS THAT PROVIDE NETWORKING OPPORTUNITIES FOR MEMBERS TO ENGAGE AND SHARE COMMON PRACTICES AND TECHNICAL EXPERTISE. MTA CONDUCTS AN ANNUAL "DAY ON THE HILL" WHERE MEMBERS ENGAGE WITH THEIR LOCAL LEGISLATORS ON ISSUES RELATING TO TELECOMMUNICATIONS.MTA OFFERS TRAINING PROGRAMS TO MEET THE NEEDS OF ITS MEMBERS. ITS SAFETY PROGRAM IS A TOTAL SAFETY, HEALTH, AND ENVIRONMENTAL LOSS-CONTROL PROGRAM DESIGNED SPECIFICALLY FOR INDEPENDENT TELEPHONE COMPANIES. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 4 0 1 7 1 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X ORGANIZATION 6512917311 1601 UTICA AVE S 213 MINNEAPOLIS MN 55416 CHAD BULLOCK CHAIRMAN 5.00 X X 0 0 0 TERRY NELSON VICE CHAIR 5.00 X X 0 0 0 ANDY SCHRINER SECETARY/TREASURER 5.00 X X 0 0 0 JILL HUFFMAN DIRECTOR 2.00 X 0 0 0 SHELLY GEERDES DIRECTOR 2.00 X 0 0 0 TIM BRINKMAN DIRECTOR 2.00 X 0 0 0 BRUCE HANSON DIRECTOR 2.00 X 0 0 0 JOSH NETLAND DIRECTOR 2.00 X 0 0 0 ANGIE DICKISON DIRECTOR 2.00 X 0 0 0 BILL ECKLES DIRECTOR 2.00 X 0 0 0 BRENT CHRISTENSEN CEO/PRESIDENT 40.00 X 191439 0 30631 191439 0 30631 1 0 1 0 EWALD CONSULTING 1601 UTICA AVE S SUITE 213 MINNEAPOLIS MN 55416 ASSOCIATION MANAGEMENT 218020 1 MEMBERSHIP DUES 900099 1306704 1306704 ANNUAL CONVENTION 900099 351280 351280 REGULATORY EVENTS, EDUCATION / TR 517000 182279 182279 MEMBER ACTIVITIES 900099 36959 36959 1877222 27926 27926 6065 0 6065 6065 6065 1911213 1525942 0 385271 222524 499571 15137 123249 47972 218020 676386 26785 46469 24938 497 76742 253497 39169 24812 PEER GROUP EXPENSE 88510 DUES & SUBSCRIPTIONS 58636 EDUCATION & TRAINING 52312 MEMBER ACTIVITIES EXPEN 38761 26746 2560733 221966 131547 21170 18917 6033 1432 293813 172725 60157 121088 969956 351285 1279282 624269 153564 84984 187419 198683 59402 67743 400385 351410 X 878897 272859 878897 272859 1279282 624269 -649520 43482 0 X X 1 X 0 1 0 0 0 0 1306704 110246 110246 235207 -124961 293813 172725 121088 121088 ACCRUED VACATION 67743 67743 X PART X, LINE 2: FIN 48 DISCLOSURE FROM FINANCIAL STATEMENTS THE ASSOCIATION IS CLASSIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND IS SUBJECT TO FEDERAL AND STATE INCOME TAX ONLY ON NET UNRELATED BUSINESS INCOME. THE ASSOCIATION HAS NO TAX EXPENSE, AND THERE WERE NO CASH PAYMENTS FOR INCOME TAXES IN THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022. THE ASSOCIATION REVIEWS INCOME TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS TO DETERMINE IF THERE ARE ANY INCOME TAX UNCERTAINTIES. THIS INCLUDES POSITIONS THAT THE ENTITY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXED ON UNRELATED BUSINESS INCOME. THE ASSOCIATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE ASSOCIATION HAS IDENTIFIED NO SIGNIFICANT INCOME TAX UNCERTAINTIES. THE ASSOCIATION FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. X X 0 0 0 BRENT CHRISTENSEN CEO/PRESIDENT 191439 0 0 0 0 0 6994 0 23637 0 222070 0 0 0 ANNE CHRISTENSEN SPOUSE OF ORGANIZATIONS PRESIDENT/CEO 36696 COMPENSATION 0 FORM 990, PART VI, SECTION A, LINE 3 MINNESOTA TELECOM ALLIANCE HAS A CONTRACT WITH EWALD CONSULTING, INC. UNDER WHICH EWALD CONSULTING, INC. PROVIDES MANAGEMENT SERVICES FOR THE ORGANIZATION, INCLUDING ADMINISTRATION, PLANNING, BOARD AND COMMITTEE SERVICES, FINANCIAL, MEMBERSHIP, COMMUNICATIONS, PROGRAMS/EVENTS/CONFERENCES AND PUBLIC RELATIONS SERVICES. THE ORGANIZATION'S EXPENSE FOR THESE SERVICES DURING THE CURRENT FISCAL YEAR WAS $218,020. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE THREE CLASSES OF MEMBERSHIP: ACTIVE, AFFILIATE, AND ASSOCIATE. ACTIVE MEMBERS: ANY ENTITY SHALL BE ELIGIBLE THAT: IS AN ACTIVE MEMBER EITHER OF THE ASSOCIATION OR OF THE MINNESOTA ASSOCIATION FOR RURAL TELECOMMUNICATIONS AS OF MARCH 1, 2008, IS CERTIFIED BY THE MINNESOTA PUBLIC UTILITIES COMMISSION, AND PROVIDES LOCAL EXCHANGE SERVICE AS AN INCUMBENT LOCAL EXCHANGE CARRIER TO FEWER THAN ONE MILLION SUBSCRIBERS WITHIN MINNESOTA; OR IS BOTH UNDER COMMON OWNERSHIP WITH SUCH AN INCUMBENT LOCAL EXCHANGE SERVICE ENTITY AND IS CERTIFIED BY THE MINNESOTA PUBLIC UTILITIES COMMISSION TO PROVIDE LOCAL EXCHANGE SERVICE AS A COMPETITIVE LOCAL EXCHANGE CARRIER WITHIN MINNESOTA. FORM 990, PART VI, SECTION A, LINE 7A EACH ACTIVE MEMBER IN GOOD STANDING SHALL BE ENTITLED TO ONE VOTE ON ALL MATTERS REQUIRING A VOTE OF MEMBERS. ACTIVE MEMBERS SHALL NOT VOTE FOR THE ELECTION OF DIRECTORS FROM THE ASSOCIATE MEMBER CLASS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO ORGANIZATION BYLAWS MUST BE APPROVED BY THE ACTIVE MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE PRESIDENT. THE BOARD OF DIRECTORS REVIEWS THE REVIEWED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 12C MTA MEMBERS ARE REMINDED AT THE BEGINNING OF EVERY MTA MEETING THAT THE MEETING WILL BE HELD IN COMPLIANCE WITH THE MTA ANTI-TRUST COMPLIANCE POLICY. A COPY OF THE POLICY IS ALWAYS AVAILABLE TO MEMBERS. IT IS THE RESPONSIBILITY OF THE PRESIDENT/CEO TO MONITOR THE ACTIVITIES OF ALL MTA COMMITTEES AND PEER GROUPS TO ENSURE COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION AND BENEFITS OF THE EXECUTIVE DIRECTOR AND MANAGEMENT OFFICIALS OF THE ORGANIZATION ARE ESTABLISHED AND REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. MINNESOTA TELECOM ALLIANCE FOUNDATION 1000 WESTGATE DRIVE 252 ST PAUL MN 55114 263619795 SCHOLARSHIP FOUNDATION MN 501(C)(3) 170(B)(1)(A)(VI) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0