2024-05-15T20:24:26-05:00 2023-12-31 411360831 OLSEN THIELEN & CO LTD 2675 LONG LAKE ROAD ST PAUL MN 55113 990 2023-01-01 411903374 PLUS FOUNDATION PLUS 9527462590 5353 WAYZATA BLVD 306 MINNEAPOLIS MN 55416 ROBBIE THOMPSON EXECUTIVE DIRECTOR 9527462590 2024-05-15 1 ROBBIE THOMPSON 999009999 1 RYAN VETTRUS CPA P01243596 6514834521 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ROBBIE THOMPSON 5353 WAYZATA BLVD 306 MINNEAPOLIS MN 55416 512570 0 X WWW.PLUSFOUNDATION.ORG X 1998 MN PROFESSIONAL LIABILITY INDUSTRY PHILANTHROPY,WOMEN'S LEADERSHIP,WORKPLACE DIVERSITY & OTHER CHARITABLE CAUSES 14 14 0 18 0 0 249496 288428 33200 57445 -819 16581 -19935 -17305 261942 345149 120366 97110 0 0 0 0 0 0 0 194807 268080 315173 365190 -53231 -20041 1180549 1353613 34274 113378 1146275 1240235 X THE PLUS FOUNDATION SUPPORTS TOMORROW'S DIVERSE PROFESSIONAL LIABILITY WORKFORCE THROUGH OUTREACH, EDUCATION, MENTORING AND GIVING BACK. 0 0 327862 97110 63445 CHAPTER ALLY GRANTS: EIGHT PLUS CHAPTERS WERE AWARDED A TOTAL OF $25,000 IN ALLY GRANTS TO SUPPORT LOCAL CHARITIES THAT ADDRESS THE NEEDS OF THOSE WHO FACE OBSTACLES TO SECURING A JOB OR ADVANCING IN THEIR CAREER THROUGHOUT THEIR LOCAL COMMUNITIES.CONFERENCE CAUSE: THE PLUS FOUNDATION BOARD OF DIRECTORS APPROVED A $55,000 BASE GRANT, AND $11,800 IN DONATIONS WERE COLLECTED FROM 70 INDIVIDUALS, FOR A TOTAL CONFERENCE CAUSE GIFT OF $66,800, $33,400 EACH, TO LAS VEGAS CHARITIES, DRESS FOR SUCCESS OF SOUTHERN NEVADA AND B.E. A S.H.E.R.O. B.E. A S.H.E.R.O. FOUNDATION OFFERS SOLUTIONS AND SUPPORT FOR GIRLS IN VULNERABLE SITUATIONS WHO HAVE BEEN ABUSED, ABANDONED AND EXPLOITED. LAS VEGAS RANKS #1 IN THE NATION (PER CAPITA) FOR TRAFFICKING OF MINORS. THE MEDIAN AGE OF AN EXPLOITED CHILD IS 12 YEARS OLD. SOCIAL MEDIA & GAMING PLATFORMS ARE THE #1 RECRUITMENT TOOL. IT ONLY TAKES 30 MINUTES FOR A PREDATOR TO TURN A CHILD INTO A VICTIM. DRESS FOR SUCCESS EMPOWERS WOMEN TO ACHIEVE ECONOMIC INDEPENDENCE BY PROVIDING A NETWORK OF SUPPORT, PROFESSIONAL ATTIRE, AND THE DEVELOPMENT TOOLS TO HELP WOMEN THRIVE IN WORK AND IN LIFE. POVERTY AFFECTS WOMEN THE MOST DEEPLY, AND ITS EFFECTS ON THEM AND THEIR FAMILIES CAN BE EVER-LASTING. THEREFORE, ADDRESSING WOMEN'S EMPLOYMENT POTENTIAL IS CENTRAL TO IMPROVING THE QUALITY OF LIFE FOR EACH WOMAN AS WELL AS HER FAMILY, FUTURE GENERATIONS, AND HER COMMUNITY.WOMEN'S LEADERSHIP NETWORK: CREATES OPPORTUNITIES FOR WOMEN TO NETWORK, IMPROVE THEIR PROFESSIONAL SKILLS, AND LEARN FROM THE EXPERIENCE OF OTHER ACCOMPLISHED FEMALE LEADERS. IN 2023, 587 WOMEN AND MEN ATTENDED 8 REGIONAL EVENTS; 363 PEOPLE ATTENDED THE WLN/FOUNDATION LUNCHEON AT THE PLUS CONFERENCE IN LAS VEGAS. ADDITIONALLY, ONE WOMAN RECEIVED A $5,000 SCHOLARSHIP TO PURSUE LEADERSHIP EDUCATION.LEADERSHIP & MENTORING PROGRAM (LAMP): IN 2023 TWELVE INDIVIDUALS PARTICIPATED IN THIS YEAR-LONG PROGRAM THAT PROVIDES EDUCATION, ONE-ON-ONE MENTORING, ATTENDANCE AT CONFERENCE AND SYMPOSIUM, AND ACCESS TO PLUS LEADERSHIP. 77 INDIVIDUALS HAVE GRADUATED FROM THIS PROGRAM SINCE 2016. 327862 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 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 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MN CT IL NY CA X THE ORGANIZATION 9527462580 5353 WAYZATA BLVD MINNEAPOLIS MN 55416 STEVEN HANKE PRESIDENT 2.00 X X 0 0 0 MICHELLE KLEIN VICE PRESIDENT 2.00 X X 0 0 0 JAHAN CEDENIO SECRETARY / TREASURER 2.00 X X 0 0 0 ROB CROCITTO PAST PRESIDENT 2.00 X 0 0 0 NANCY ADAMS TRUSTEE 1.00 X 0 0 0 ANEISHA GOLDSMITH TRUSTEE 1.00 X 0 0 0 JUSTIN PSAKI TRUSTEE 1.00 X 0 0 0 JAIMIE HUNTER TRUSTEE 1.00 X 0 0 0 CLARE MCCARRICK TRUSTEE 1.00 X 0 0 0 ALEX MURALLES TRUSTEE 1.00 X 0 0 0 JENNIFER ODROBINA TRUSTEE 1.00 X 0 0 0 SARAH GOLDSTEIN TRUSTEE 1.00 X 0 0 0 BHUMA PATEL TRUSTEE 1.00 X 0 0 0 KENNETH STEPHENS TRUSTEE 1.00 X 0 0 0 ROBBIE THOMPSON EXECUTIVE DIRECTOR, PLUS 1.00 40.00 X 0 288781 33904 GLENDA C SWAN EXEC.DIR, PLUS FOUNDATION 40.00 0.00 X 0 110495 15512 0 399276 49416 0 0 1 0 0 77500 210928 288428 PROGRAMS 900099 57445 57445 57445 31854 31854 128843 144116 -15273 -15273 -15273 0 77500 23305 -23305 -23305 OTHER REVENUE 900099 6000 6000 6000 345149 63445 0 -6724 85890 85890 11220 11220 2208 2208 8276 8276 13553 13553 5701 5701 6315 6315 3850 1378 2472 6456 6456 WOMEN'S LEADERSHIP PROG 148771 148771 DIVERSITY & MENTORING P 65801 65801 UNCOLLECTIBLE PLEDGES 4500 4500 SCHOLARSHIP PROGRAM ADM 1400 1400 1249 1249 365190 327862 37328 0 62869 62260 24395 125976 12000 16500 430 4154 6857 0 1073998 1144723 1180549 1353613 10274 99878 24000 0 13500 34274 113378 X 1122073 1227669 24202 12566 1146275 1240235 1180549 1353613 -20041 114001 0 X X 0 1 X 1 0 X X 1 PROFESSIONAL LIABILITY UNDERWRITING SOCIETY 411605606 10 1 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B REVENUE OF SUPPORTED ORGANIZATION WAS GREATER THAN 33 1/3% FROM RELATED ACTIVITIES AND LESS THAN 33 1/3% FROM GROSS INVESTMENT INCOME AND UBI. PART IV, SECTION A, LINE 3C PROFESSIONAL LIABILITY UNDERWRITING SOCIETY (PLUS), THE SUPPORTED ORGANIZATION, RECEIVES NO FUNDS FROM THE FOUNDATION. PLUS PROVIDES PLEDGED SUPPORT AND ADMINISTRATIVE SERVICES FOR THE FOUNDATION. IN CERTAIN INSTANCES, THE PLUS FOUNDATION AND PROFESSIONAL LIABILITY UNDERWRITING SOCIETY SHARE EXPENSES OF EDUCATIONAL SPEAKERS AT JOINT EVENTS WITHIN THE NON-PROFIT MISSION OF BOTH ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 525811 173938 173938 351873 -6724 -6724 345149 554157 173938 23305 197243 356914 8276 8276 365190 PART X, LINE 2: FIN 48 (ASC 740) DISCLOSURE FROM AUDITED FINANCIAL STATEMENTS: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND MINNESOTA STATUTES. THEREFORE, THE STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES. BECAUSE THE FOUNDATION IS A PUBLIC CHARITY, CONTRIBUTIONS MAY QUALIFY FOR TAX DEDUCTIONS BY THE CONTRIBUTORS. THE FOUNDATION REVIEWS INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS TO DETERMINE IF THERE ARE ANY INCOME TAX UNCERTAINTIES. THIS INCLUDES POSITIONS THAT THE FOUNDATION IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE FOUNDATION 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 FOUNDATION HAS IDENTIFIED NO INCOME TAX UNCERTAINTIES. THE FOUNDATION 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME & REALIZED GAIN ON INVESTMENTS SOLD 16,581. DIRECT EXPENSES OF FUNDRAISING EVENT -23,305. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENT 23,305. STRIKES FOR CHARITY 77500 77500 14478 4900 3354 573 77500 77500 14478 4900 3354 573 23305 -23305 1 DRESS FOR SUCCESS SOUTHERN NEVADA 3400 WEST DESERT INN ROAD BOX 94194 LAS VEGAS NV 89102 271228948 501(C)(3) 32640 0 CONFERENCE CAUSE BE A SHERO FOUNDATION 9171 WEST FLAMINGO ROAD STE 100 LAS VEGAS NV 89147 473876133 501(C)(3) 32850 0 CONFERENCE CAUSE 2 0 WOMEN'S LEADERSHIP NETWORK SCHOLARSHIP 1 5000 PART I, LINE 2: EXAMINATION OF 990 FORMS OF CHARITABLE ORGANIZATIONS SELECTED FOR CHAPTER CHARITY AND CONFERENCE CAUSE GRANTS; YEARLY MONITORING OF SCHOLARSHIP RECIPIENTS ENSURING THEY CONTINUE TO QUALIFY FOR SCHOLARSHIPS. 0 0 0 0 0 0 0 0 0 ROBBIE THOMPSON EXECUTIVE DIRECTOR, PLUS 0 251114 0 37667 0 0 0 0 0 33904 0 322685 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR OF THE FOUNDATION IS AN EMPLOYEE OF PROFESSIONAL LIABILITY UNDERWRITING SOCIETY (PLUS), A RELATED ORGANIZATION, THEREFORE HIS/HER COMPENSATION IS ESTABLISHED BY PLUS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF PROFESSIONAL LIABILITY UNDERWRITING SOCIETY, A RELATED ORGANIZATION, APPOINTS THE BOARD OF DIRECTORS OF THE FOUNDATION ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION A, LINE 7B PROFESSIONAL LIABILITY UNDERWRITING SOCIETY, A RELATED ORGANIZATION, HAS ULTIMATE GOVERNING AUTHORITY OVER THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE WILL REVIEW THE 990 ON A PHONE CALL, SUGGEST ANY CHANGES, AND THEN BRING THE FINAL VERSION TO THE BOARD FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN CONFLICT OF INTEREST AGREEMENTS ONCE A YEAR. BOARD MEMBERS MUST RECUSE THEMSELVES FROM VOTES/DISCUSSIONS THAT INVOLVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR OF THE FOUNDATION IS AN EMPLOYEE OF PROFESSIONAL LIABILITY UNDERWRITING SOCIETY (PLUS), A RELATED ORGANIZATION, THEREFORE HER COMPENSATION IS SET BY THE PLUS EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 FORMS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C: THE EXECUTIVE/FINANCE COMMITTEE HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. PROFESSIONAL LIABILITY UNDERWRITING SOCIETY 5353 WAYZATA BLVD 306 MINNEAPOLIS MN 55416 411605606 EDUCATIONAL PROGRAMS AND SEMINARS MN 501(C)(6) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 PROFESSIONAL LIABILITY UNDERWRITING SOCIETY M 34595 ESTIMATED FAIR MARKET VALUE PROFESSIONAL LIABILITY UNDERWRITING SOCIETY O 161632 ESTIMATED FAIR MARKET VALUE