2024-11-12T13:57:42-06:00 2023-12-31 920370318 REDPATH AND COMPANY LLC 4810 WHITE BEAR PARKWAY WHITE BEAR LAKE MN 55110 990 2023-01-01 411426868 MINNESOTA FOUNDATION FOR FISCAL EXCELLENCE MINN 6512247477 85 EAST SEVENTH PLACE 250 ST PAUL MN 551012173 MARK HAVEMAN EXECUTIVE DIRECTOR 6512247477 2024-11-08 1 0 CATHY LYDON CPA P03217215 6514267000 2024-11-08 2023 2024-10-15 13:58:12Z MARK HAVEMAN 85 EAST SEVENTH PLACE 250 ST PAUL MN 551012173 93536 0 X WWW.FISCALEXCELLENCE.ORG X 1983 MN TO PROVIDE OBJECTIVE RESEARCH AND ANALYSIS ON STATE AND LOCAL TAX AND SPENDING ISSUES IN SUPPORT OF EFFECTIVE, EFFICIENT, AND ACCOUNTABLE GOVERNMENT. THIS ORGANIZATION IS A SUPPORTING ORGANIZATION OF THE MINNESOTA CENTER FOR FISCAL EXCELLENCE, A TAX-EXEMPT CORPORATION. 6 5 0 0 0 0 53176 79675 0 0 9632 13861 0 0 62808 93536 0 0 0 0 0 0 0 0 0 70265 48659 70265 48659 -7457 44877 585671 669423 13010 0 572661 669423 TO PROVIDE OBJECTIVE RESEARCH AND ANALYSIS ON STATE AND LOCAL TAX AND SPENDING ISSUES IN SUPPORT OF EFFECTIVE, EFFICIENT, AND ACCOUNTABLE GOVERNMENT. THIS ORGANIZATION IS A SUPPORTING ORGANIZATION OF THE MINNESOTA CENTER FOR FISCAL EXCELLENCE, A TAX-EXEMPT CORPORATION. 0 0 48209 THE ORGANIZATION WORKED FOR SOUND FISCAL POLICIES, ESTABLISHED MORE EFFICIENT GOVERNMENTAL POLICIES AND PRACTICES, AND CONTRIBUTED INFORMATION TO THE CITIZENS AND TAXPAYERS OF THE STATE OF MINNESOTA ON THE AFFAIRS OF THEIR GOVERNMENT. 48209 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 MN X THE ORGANIZATION 6512247477 85 EAST SEVENTH PLACE 250 ST PAUL MN 551012173 MARK HAVEMAN EXECUTIVE DIRECTOR 10.00 30.00 X X 0 125544 3766 ANDREW BOSL PRESIDENT 1.00 0.50 X X 0 0 0 THOMAS GOTTWALT TREASURER 2.00 1.00 X X 0 0 0 DAN PETERSON DIRECTOR 0.50 X 0 0 0 DAN LORITZ DIRECTOR 0.50 X 0 0 0 SARAH GETTE DIRECTOR 0.50 0.50 X 0 0 0 0 125544 3766 0 0 0 0 0 79675 79675 13861 13861 93536 0 0 13861 X 48209 48209 450 450 48659 48209 450 0 8010 50016 49197 11202 225 3225 528239 604980 585671 669423 13010 0 13010 0 X 572661 669423 572661 669423 585671 669423 44877 51885 0 X 0 1 X 1 0 X X 1 MINNESOTA CENTER FOR FISCAL EXCELLENCE 410418720 10 1 48209 0 1 48209 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12, COLUMN VI: THE ORGANIZATION PROVIDED OBJECTIVE RESEARCH AND ANALYSIS ON STATE AND LOCAL TAX AND SPENDING ISSUES IN SUPPORT OF EFFECTIVE, EFFICIENT AND ACCOUNTABLE GOVERNMENT. ALL PROGRAM EXPENSES SUPPORTED THE WORK OF THE MINNESOTA CENTER FOR FISCAL EXCELLENCE. PART VI, SECTION A, LINE 3B THE SUPPORTED ORGANIZATIONS, MINNESOTA CENTER FOR FISCAL EXCELLENCE, IS MONITORED YEARLY DURING THE PREPARATION OF THE FORM 990 TO ENSURE PUBLIC SUPPORT. PART VI, SECTION A, LINE 3C THE ORGANIZATION IMPLEMENTED AND FOLLOWS A POLICY THAT ANY SUPPORT PROVIDED TO THE SUPPORTED ORGANIZATION BE USED EXCLUSIVELY FOR EXEMPT PURPOSES. THE FOUNDATION RETAINS WRITTEN RECORDS OF EACH GRANT PROVIDED TO THE SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 528239 11000 65741 604980 580635 5000 -57396 528239 486480 5500 88655 580635 440704 6500 39276 486480 367892 100 72712 440704 1.00000 0.00000 0.00000 0 0 0 X PART V, LINE 4: TO ENRICH THE FOUNDATION BY PROVIDING A PERMANENT SOURCE OF INCOME FOR RESEARCH PROJECTS. PART X, LINE 2: A TAX EXPENSE OR BENEFIT FROM AN UNCERTAIN INCOME TAX POSITION (INCLUDING TAX-EXEMPT STATUS) MAY BE RECOGNIZED ONLY WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT BELIEVES THE ORGANIZATIONS HAVE NO UNCERTAIN INCOME TAX POSITIONS THAT WOULD RESULT IN AN ACCRUAL, EXPENSE OR BENEFIT UNDER THE MORE LIKELY THAN NOT STANDARD. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD MAY DESIGNATE AT LEAST 5 OR MORE MEMBERS TO THE EXECUTIVE COMMITTEE. THE BOARD STILL EXERCISES CONTROL AND DIRECTION OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO TYPES OF MEMBERS - VOTING MEMBERS AND ASSOCIATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS SHALL BE ELECTED BY MEMBERS FROM A LIST OF PERSONS NOMINATED BY A NOMINATING COMMITTEE DESIGNATED BY THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE ORGANIZING DOCUMENTS NEED TO BE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE FORM 990 IS COMPLETED IN DRAFT FORM, AN ELECTRONIC COPY IS DISTRIBUTED TO EACH BOARD MEMBER FOR THEIR REVIEW AND APPROVAL AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 48,209. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,209. MINNESOTA CENTER FOR FISCAL EXCELLENCE 85 EAST SEVENTH PLACE ST PAUL MN 55101 410418720 TAXPAYER EDUCATION MN 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 MINNESOTA CENTER FOR FISCAL EXCELLENCE M 48209 COST