2024-12-18T00:47:04-06:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2023-07-01 421186501 PROTEUS INC PROT 5152715303 1221 CENTER ST 16 DES MOINES IA 50309 DANIEL HOFFMAN-ZINNEL CHIEF EXECUTIVE OFFICER 5152715303 2024-12-16 1 0 MARIE A PRIMUS CPA P01272184 3202517010 2024-12-16 2023 2024-10-15 13:58:12Z DANIEL HOFFMAN-ZINNEL 1221 CENTER ST 16 DES MOINES IA 50309 7063793 0 X WWW.PROTEUSINC.NET X 1982 IA TO PROVIDE FARMWORKERS, IMMIGRANTS, AND OTHERS WITH A VARIETY OF SERVICES THAT IMPROVE THEIR HEALTH, EDUCATION, AND ECONOMIC OPPORTUNITIES. 10 10 78 70 0 0 6402128 6978857 87407 73486 217 11450 -18107 -26812 6471645 7036981 900461 939155 0 0 4241081 4562337 0 0 33226 1296057 1333473 6437599 6834965 34046 202016 2241027 2418904 1189363 1165224 1051664 1253680 X THE PURPOSE OF PROTEUS SHALL BE TO RAISE THE STANDARD OF LIVING OF MIGRANT SEASONAL FARMWORKERS AND OTHER LOW-INCOME PEOPLE BY IMPLEMENTING EDUCATIONAL, EMPLOYMENT, ECONOMIC DEVELOPMENT, HEALTH CARE, AND OTHER SERVICE PROGRAMS FOR THE POOR, THE DISADVANGTAGED AND LOW-SKILLED. 0 0 3894781 910737 LABOR PROGRAMS: SERVICES ARE OFFERED TO FARMWORKERS TO EITHER HELP STABILIZE THEM IN THEIR CURRENT EMPLOYMENT OR TO ASSIST THEM IN OBTAINING NEW EMPLOYMENT. THROUGH THE USE OF JOB TRAINING AND EMPLOYMENT SERVICES OUR PARTICIPANTS WILL HAVE GAINFUL EMPLOYMENT AT LIVABLE WAGES. SUPPORT SERVICES ARE ALSO OFFERED TO FARMWORKERS AND ARE USED TO HELP THEM IN THEIR CURRENT EMPLOYMENT OR WHEN SEEKING OTHER EMPLOYMENT. 1791666 19238 73486 HEALTH: TO DELIVER COMPREHENSIVE, HIGH QUALITY, CULTURALLY-COMPETENT PREVENTIVE AND PRIMARY HEALTH SERVICES TO MIGRANT AND SEASONAL FARMWORKERS AND THEIR FAMILIES EITHER THROUGH DIRECT SERVICES OR VOUCHERS. DELIVER HEALTH EDUCATION AND PROMOTION TO INDIVIDUALS IN IOWA. 96957 9180 0 OTHER: PROVIDE ASSISTANCE AND COORDINATION OF SERVICES TO INDIVIDUALS WITHIN THE COMMUNITIES WHERE WE OPERATE. 5783404 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 62 0 1 78 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CARLA BESTE 5152715306 1221 CENTER STREET SUITE 16 DES MOINES IA 50309 REBECCA ANDERSON CHAIR 1.00 X X 0 0 0 KRISTIN HOFFMAN VICE CHAIR 1.00 X X 0 0 0 MELISSA GARCIA PAST CHAIR 1.00 X X 0 0 0 JOHN VAN GINKEL TREASURER 1.00 X X 0 0 0 JUAN AYALA-ROMAN SECRETARY 1.00 X X 0 0 0 HIJINIO CARREON DIRECTOR 1.00 X 0 0 0 ERIKA VILLEGAS DIRECTOR 1.00 X 0 0 0 SARAH NASH DIRECTOR 1.00 X 0 0 0 NORMA GUERRERO DIRECTOR 1.00 X 0 0 0 CECELIA LOPEZ MONTERROSA DIRECTOR (BEG SEP 2023) 1.00 X 0 0 0 MARIA NARVAEZ DIRECTOR (END FEB 2024) 1.00 X 0 0 0 DWIGHT JACKSON DIRECTOR (END MAY 2024) 1.00 X 0 0 0 AMY BELLER DIRECTOR (END AUG 2023) 1.00 X 0 0 0 DANIEL HOFFMAN-ZINNEL CEO 40.00 X 184340 0 20107 CARLA BESTE CFO 40.00 X 155876 0 33931 340216 0 54038 2 0 1 0 0 128965 6549305 300587 7407 6978857 CONTRACT SERVICE FEES 561000 73486 73486 73486 11450 11450 0 128965 26812 -26812 -26812 7036981 73486 0 -15362 939155 939155 424242 53050 367324 3868 3140271 2790620 336224 13427 252454 222203 29326 925 439158 390432 45755 2971 306212 254563 50369 1280 3487 3487 44723 44723 293555 257904 33419 2232 37470 33839 3631 165815 135945 28526 1344 217044 193050 23994 221097 215391 4237 1469 38138 38138 46799 41051 5748 EQUIPMENT MAINTENANCE 101566 89270 12296 OTHER EXPENSES 83667 61128 18497 4042 STAFF TRAINING 62304 52804 9500 RENT EXPENSE 17808 14861 1279 1668 6834965 5783404 1018335 33226 834677 274208 661078 635229 832095 50722 13182 5842 5576 10329 86135 387778 346208 79707 41570 624521 505060 2241027 2418904 517171 550721 28754 86001 643438 528502 1189363 1165224 X 711732 1018888 339932 234792 1051664 1253680 2241027 2418904 202016 0 X 0 1 X 1 1 1 X 5381615 6756915 6677604 6402128 6978857 32197119 5381615 6756915 6677604 6402128 6978857 32197119 130822 32066297 60 18 26 217 11450 11771 32208890 334791 0.99560 0.99900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 33750 26250 327778 312458 15320 41570 RIGHT-OF-USE ASSETS - OPERATING LEASES 478678 RIGHT-OF-USE ASSETS - FINANCE LEASES 26382 505060 OPERATING LEASE LIABILITIES 501838 FINANCE LEASE LIABILITIES 26664 528502 7065193 1400 26812 28212 7036981 0 7036981 6863177 1400 26812 28212 6834965 0 6834965 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF DIRECT BENEFIT TO DONORS 26,812. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF DIRECT BENEFIT TO DONORS 26,812. I'M THANKFUL DINNER 84541 84541 400 1400 14397 1200 19025 INDIANA BREAKFAST 44424 44424 2407 7407 13842 128965 128965 400 2407 1400 21804 1200 32867 60078 -60078 1 PARTICIPANT ALLOWANCE 172 314661 PARTICIPANT TRAVEL 31 13738 PARTICIPANT DIRECT SERVICES 212 81109 TUITION AND FEES EXPENSE 244 529647 PART I, LINE 2: ALL ORGANIZATIONS AND INDIVIDUALS REQUESTING ASSISTANCE GO THROUGH AN APPLICATION PROCESS BASED ON THE REQUIREMENTS OF THE DONOR. THE APPLICATION IS SUBMITTED ONLINE BY THE APPLICANT AND THE INTERVIEWER ATTESTS TO ACCURACY OF THE DOCUMENTATION AND THE INFORMATION PROVIDED. THE APPLICATION IS THEN REVIEWED AGAINST THE MASTERFILE FOR DUPLICATION AND APPROVED BY A SUPERVISOR. BEFORE ANY PAYMENTS ARE RELEASED THE FISCAL DEPARTMENT MUST RECEIVE AN APPROVED PROTEUS FORM AND THE SUPPORTING DOCUMENTATION. PARTICIPANT FILES ARE THEN REVIEWED ON A PERIODIC BASIS BY MANAGEMENT TO ASSURE THAT PROCEDURES, POLICIES AND GRANT REGULATIONS HAVE BEEN FOLLOWED. 0 0 0 0 0 0 0 0 0 DANIEL HOFFMAN-ZINNEL CEO 183340 0 1000 0 0 0 14747 0 5360 0 204447 0 0 0 CARLA BESTE CFO 153876 0 2000 0 0 0 12470 0 21461 0 189807 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIVING THE 990, THE BOARD OF DIRECTORS REVIEWS THE 990 AT THE PRIOR BOARD MEETING BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY, AND EACH BOARD MEMBER IS REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS ARE DISCUSSED AND RESOLVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES CHANGES TO SALARY FOR OTHER OFFICERS AND KEY EMPLOYEES BASED ON LABOR SURVEYS CONDUCTED BY THE STATE OF IOWA. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND THE 990 IS POSTED ON GUIDESTAR.