2024-11-04T15:43:18-06:00 2023-12-31 411534805 CARPENTER EVERT & ASSOCIATES LTD 7760 FRANCE AVE S SUITE 940 BLOOMINGTON MN 55435 990 2023-01-01 411645157 MINNESOTA COUNCIL FOR QUALITY DBA PERFORMANCE EXCELLENCE NETWORK MINN 6519176240 PO BOX 131085 ST PAUL MN 55113 BRIAN LASSITER PRESIDENT 6519176240 2024-11-01 1 0 NEAL EVERT P00046853 9528310085 2024-11-01 2023 2024-10-15 13:58:12Z BRIAN LASSITER PO BOX 131085 ST PAUL MN 55113 419977 0 X WWW.PERFORMANCEEXCELLENCENETWORK.ORG X 1989 MN TO ADVANCE IMPROVEMENT AND PERFORMANCE EXCELLENCE BY IDENTIFYING STRENGTHS AND IMPROVEMENT OPPORTUNITIES AS WELL AS BUILDING NETWORKS THAT BRING INFORMATION, RESOURCES, KNOWLEDGE AND BEST PRACTICES TO ORGANIZATIONS, INDIVIDUALS AND COMMUNITIES DESIRING TO IMPROVE. 9 8 3 75 0 0 230175 283801 149853 136176 0 0 0 0 380028 419977 0 0 0 0 223231 215879 0 0 4667 184018 200218 407249 416097 -27221 3880 131822 124617 4910 3825 126912 120792 X THE PERFORMANCE EXCELLENCE NETWORK (FORMERLY THE MINNESOTA COUNCIL FOR QUALITY) IS A NON-PROFIT THAT ADVANCES IMPROVEMENT AND PERFORMANCE EXCELLENCE. WE IDENTIFY STRENGTHS AND IMPROVEMENT OPPORTUNITIES AND BUILD NETWORKS THAT BRING INFORMATION, RESOURCES, KNOWLEDGE, AND BEST PRACTICES TO ORGANIZATIONS, INDIVIDUALS, AND COMMUNITIES DESIRING TO IMPROVE. 0 0 354005 136176 ASSESSMENT:THROUGH A VOLUNTARY BOARD OF EVALUATORS, PEN PROVIDES DIAGNOSTIC ASSESSMENTS FOR ORGANIZATIONS & COMMUNITIES DESIRING TO IMPROVE PERFORMANCE AND OUTCOMES. THIS PROGRAM HELPS LEADERS IDENTIFY AND PRIORITIZE STRENGTHS AND IMPROVEMENT OPPORTUNITIES, HELPING ORGANIZATIONS/COMMUNITIES FOCUS, ALIGN, AND OPTIMIZE RESOURCES. IN 2023, PEN CONDUCTED 4 PERFORMANCE EXCELLENCE AWARD ASSESSMENTS AND 1 NON-AWARD ASSESSMENT.EDUCATION:PEN PROVIDES TRAINING, WORKSHOPS, SEMINARS, CONFERENCES TO LEADERS, PROFESSIONALS, AND THE GENERAL PUBLIC IN ALL SECTORS OF THE ECONOMY (BUSINESS, EDUCATION, HEALTHCARE, NONPROFIT, AND GOVERNMENTAL AGENCIES). EDUCATION FOCUSES ON BEST PRACTICES AND METHODS TO IMPROVE INDIVIDUAL, ORGANIZATIONAL, AND/OR COMMUNITY PERFORMANCE. EDUCATION ALSO INCLUDES TRAINING FOR NON-PROFIT BOARD OF EVALUATORS. IN 2023, PEN TRAINED OVER 35 EVALUATORS AND TRAINED/SERVED OVER 2500 LEADERS/PROFESSIONALS (NEARLY 225 IN WORKSHOPS/SEMINARS, NEARLY 350 IN CONFERENCES, AND OVER 2000 IN MONTHLY BREAKFAST/WEBINARS).RECOGNITION:PEN RECOGNIZES ORGANIZATIONS IN MINNESOTA, SOUTH DAKOTA, AND NORTH DAKOTA THAT ARE USING QUALITY AND CONTINUOUS IMPROVEMENT PRINCIPLES TO IMPROVE OUTCOMES. PEN RECOGNIZES VOLUNTEERS WHO PROVIDE TIME AND EXPERTISE TO HELPING ORGANIZATIONS AND COMMUNITIES IN THE UPPER MIDWEST IMPROVE PERFORMANCE. IN 2023, PEN RECOGNIZED 4 ORGANIZATIONS FOR THEIR IMPROVEMENT EFFORTS AND 35 VOLUNTEERS FOR THEIR SERVICES AS EVALUATORS. 354005 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 3 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 MN X X BRIAN LASSITER 6519176240 PO BOX 131085 ST PAUL MN 55113 BRIAN LASSITER PRESIDENT 40.00 X X 141047 0 0 CHACE ANDERSON CHAIR 1.00 X X 0 0 0 TOM HENRY DIRECTOR 1.00 X 0 0 0 LORI MEYER DIRECTOR 1.00 X 0 0 0 PAM HELGESON-BRITTON DIRECTOR 1.00 X 0 0 0 ARUN NATARAJAN DIRECTOR 1.00 X 0 0 0 TAMI REUTER DIRECTOR 1.00 X 0 0 0 MARSHALL SMITH DIRECTOR 1.00 X 0 0 0 SANDRA OGUNREMI DIRECTOR 1.00 X 0 0 0 141047 0 0 1 0 0 0 0 208128 63024 12649 283801 PROGRAM SERVICE REVENU 136176 136176 136176 419977 136176 0 0 X 141047 108606 29620 2821 52907 40739 11110 1058 7632 5876 1603 153 14293 11005 3002 286 84678 76250 8428 1906 1468 400 38 1732 1333 364 35 7834 6032 1645 157 1170 901 246 23 2580 1986 542 52 PROGRAM EXPENSE 98109 98109 DUES & SUBSCRIPTIONS 1710 1317 359 34 POSTAGE 449 345 95 9 PRINTING 50 38 11 1 416097 354005 57425 4667 50792 65860 78530 56243 2500 2514 131822 124617 4910 3425 400 4910 3825 X 126912 120792 126912 120792 131822 124617 3880 -10000 0 X 1 X 0 0 0 X 244255 200793 257813 230175 283801 1216837 244255 200793 257813 230175 283801 1216837 1216837 1660 2276 3936 1220773 813245 0.99680 0.99560 X 0 PART X LINE 2 THE ORGANIZATION HAS ADOPTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ASC 740-10. THE ORGANIZATION'S POLICY IS TO EVALUATE UNCERTAIN TAX POSITIONS, AT LEAST ANNUALLY, FOR THE POTENTIAL FOR INCOME TAX EXPOSURE FROM UNRELATED BUSINESS INCOME OR FROM LOSS OF NONPROFIT STATUS. THE ORGANIZATION CONTINUES TO OPERATE CONSISTENT WITH ITS ORIGINAL EXEMPTION APPLICATION AND EACH YEAR TAKES TEH NECESSARY ACTIONS TO MAINTAIN IT'S EXEMPT STATUS. FORM 990, PART VI, SECTION A, LINE 6 NEARLY 200 INDIVIDUAL & ORGANIZATION MEMBERS RECEIVE ACCESS TO MISSION-RELATED RESOURCES, BUT HAVE NO VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - REVIEWED BY FINANCE COMMITTEE AND THEN FULL GOVERNING BOARD FOR ACCEPTANCE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE OF POTENTIAL CONFLICTS AND DISCUSSION/RESOLUTION BY BOARD AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR PRESIDENT WAS SET AFTER A MARKET STUDY OF COMPARABLE POSITIONS IN SIMILAR AGENCIES ACROSS THE US. COMPENSATION WAS SET AT APPROXIMATELY THE MIDPOINT OF OTHER MARKET RATES. ANNUAL REVIEW OF PERFORMANCE AGAINST GOALS DETERMINES VARIABLE BONUS COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 76,250. MANAGEMENT AND GENERAL EXPENSES 8,428. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,678.