2025-08-15T00:26:44-05:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2024-01-01 411407742 MINNESOTA COMMUNITY ACTION PARTNERSHIP MINN 6516457425 100 EMPIRE DR STE 202 ST PAUL MN 55103 LORI SCHULTZ EXECUTIVE DIRECTOR 6516457425 2025-08-12 1 1 MARIE A PRIMUS CPA P01272184 3202517010 2025-08-12 2024 2025-03-06 01:10:19Z LORI SCHULTZ 100 EMPIRE DR STE 202 ST PAUL MN 55103 1229528 0 X WWW.MINNCAP.ORG X 1969 MN TO STRENGTHEN THE CAPACITY OF ITS MEMBER AGENCIES TO ACHIEVE THEIR POVERTY-FIGHTING MISSIONS. 25 25 6 26 0 0 762156 399382 447300 805296 13200 24850 0 0 1222656 1229528 0 0 0 0 670756 633883 0 0 0 463409 460465 1134165 1094348 88491 135180 869663 955661 64291 15109 805372 940552 X TO STRENGTHEN THE CAPACITY OF ITS MEMBER AGENCIES TO ACHIEVE THEIR POVERTY-FIGHTING MISSIONS, THROUGH INFLUENTIAL ADVOCACY, COLLABORATION, AND TRAINING. 0 0 602171 0 805296 THE ORGANIZATION IS THE STATEWIDE ASSOCIATION FOR MINNESOTA'S 23 PRIVATE NONPROFIT COMMUNITY ACTION AGENCIES SERVING ALL 87 COUNTIES. ITS MEMBERS DELIVER MORE THAN 100 DIFFERENT PROGRAMS. TO SUPPORT ITS MEMBERS' WORK, THE ORGANIZATION PROVIDES A WIDE RANGE OF ADMINISTRATIVE, INFORMATIONAL, ADVOCACY, COMMUNICATIONS, AND TRAINING SERVICES TO ADVANCE THE WELL-BEING AND ECONOMIC EMPOWERMENT OF LOW-INCOME MINNESOTANS. FOR EXAMPLE, THE ORGANIZATION PROVIDES LEADERSHIP FOR ASSET DEVELOPMENT, ADVOCACY, AND PROGRAMMING SUCH AS INDIVIDUAL DEVELOPMENT ACCOUNTS, FINANCIAL LITERACY, AND FREE TAX PREPARATION SERVICES. THE ORGANIZATION ALSO PROVIDES A WIDE RANGE OF TRAINING AND TECHNICAL ASSISTANCE TO ITS MEMBERS RELATED TO ORGANIZATIONAL EFFICIENCY, EFFECTIVENESS, AND CONTINUOUS QUALITY IMPROVEMENT. 602171 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 21 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X LORI SCHULTZ 6516457425 100 EMPIRE DR STE 202 ST PAUL MN 55103 LORI SCHWARTZ BOARD CHAIR 1.00 0.30 X X 0 0 0 AMANDA MACKIE BOARD VICE CHAIR 1.00 0.30 X X 0 0 0 TERESA CARTER TREASURER 1.00 0.30 X X 0 0 0 DEBI BRANDT SECRETAY 1.00 0.30 X X 0 0 0 PATRICK MCFARLAND MEMBER 1.00 0.30 X 0 0 0 JENNY LARSON MEMBER 1.00 0.30 X 0 0 0 MICHELLE PETERSON MEMBER (THRU 6/5/2024) 1.00 0.00 X 0 0 0 COLEEN ORNE MEMBER 1.00 0.00 X 0 0 0 MAUREEN ROSATO MEMBER 1.00 0.00 X 0 0 0 SANDY SIMAR MEMBER 1.00 0.00 X 0 0 0 MARY LOCKHART-FINDLING MEMBER 1.00 0.00 X 0 0 0 SCOTT ZAHORIK MEMBER 1.00 0.00 X 0 0 0 BARB MORAN MEMBER 1.00 0.00 X 0 0 0 SONIA GASS MEMBER 1.00 0.00 X 0 0 0 KENDRA KROLIK MEMBER 1.00 0.00 X 0 0 0 JEFF HANSEN MEMBER 1.00 0.00 X 0 0 0 CATHERINE JOHNSON MEMBER 1.00 0.00 X 0 0 0 DENISE STEWART MEMBER 1.00 0.00 X 0 0 0 LIZ KUOPPALA MEMBER 1.00 0.00 X 0 0 0 SHARON MILLNER MEMBER 1.00 0.00 X 0 0 0 DEBRA LARSON MEMBER 1.00 0.00 X 0 0 0 JENNIFER HENGEL MEMBER 1.00 0.00 X 0 0 0 DARCI GOEDTKE MEMBER 1.00 0.00 X 0 0 0 JASON CARLSON MEMBER 1.00 0.00 X 0 0 0 MISSY BECKER-COOK MEMBER 1.00 0.00 X 0 0 0 CARRIE TRIPP MEMBER 1.00 0.00 X 0 0 0 LORI SCHULTZ EXECUTIVE DIRECTOR 40.00 0.30 X 147605 0 20114 KRAIG GRATKE ED - MN HEAD START ASSOC 40.00 0.00 X 114941 0 19066 262546 0 39180 2 0 1 0 0 104861 244286 50235 399382 ASSOCIATION DUES AND A 900099 362966 362966 CONTRACTED SERVICES 900099 274409 274409 ANNUAL CONFERENCE 900099 152296 152296 15625 15625 805296 24850 24850 1229528 805296 0 24850 167718 113646 54072 333849 224956 108893 16100 11416 4684 77703 55095 22608 38513 25775 12738 1450 1450 21700 21700 60000 60000 17550 13305 4245 25386 25386 21339 3695 17644 27216 8287 18929 92393 33281 59112 62453 11476 50977 3804 497 3307 MEMBER SERVICES 92172 71162 21010 DUES AND SUBSCRIPTIONS 22666 2960 19706 EQUIPMENT 3892 508 3384 BAD DEBT EXPENSE 179 0 179 8265 726 7539 1094348 602171 492177 0 29406 16554 698041 867060 8893 492 102772 64683 3570 6872 100390 100390 0 0 26981 0 869663 955661 37310 15109 26981 0 64291 15109 X 805372 940552 805372 940552 869663 955661 135180 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 100390 100390 0 0 X 0 0 0 0 0 0 0 0 0 LORI SCHULTZ EXECUTIVE DIRECTOR 147605 0 0 0 0 0 7487 0 12627 0 167719 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE COMMUNITY ACTION AGENCIES ARE THE ORGANIZATION'S MEMBERS. THEY PAY DUES TO THE ORGANIZATION AND IN RETURN RECEIVE A WIDE RANGE OF SERVICES. THE BOARD OF DIRECTORS CONSISTS OF 25 MEMBERS, COMMUNITY ACTION AGENCY REPRESENTATIVES. ALL MEMBERS HAVE A VOTE ON THE BOARD OF DIRECTORS/GOVERNANCE ISSUES. IN EACH ODD-NUMBERED YEAR, THE MEMBERS OF THE BOARD ELECTS THE OFFICERS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSISTS OF THE CHIEF EXECUTIVES OF EACH MEMBER AGENCY, WHO ARE SELECTED BY THE RESPECTIVE AGENCIES. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AUDIT COMMITTEE REVIEWS THE FORM 990 AND MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE BOARD ACTS ON THIS RECOMMENDATION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES DISCLOSE IN WRITING POTENTIAL CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS. THE BOARD HAS A DETAILED POLICY ON WHAT TO DO IF CONFLICTS SHOULD ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE NEGOTIATES EMPLOYMENT TERMS AND CONDITIONS FOR THE EXECUTIVE DIRECTOR AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS THE ABILITY TO DELEGATE CERTAIN FUNCTIONS TO A SEARCH COMMITTEE IN THE EVENT OF AN EXECUTIVE DIRECTOR VACANCY. EMPLOYMENT TERMS AND CONDITIONS FOR THE EXECUTIVE DIRECTOR RECOMMENDED BY THE EXECUTIVE COMMITTEE ARE THEN SUBJECT TO THE FULL BOARD OF DIRECTORS APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). MINNESOTA COMMUNITY ACTION ASSOCIATION RESOURCE FUND 100 EMPIRE DRIVE SUITE 202 ST PAUL MN 55103 411734880 IMPLEMENTATION OF STATE AND REGIONAL PROJECTS TO ELIMINATE POVERTY MN 501(C)(3) LINE 12A, I MINNESOTA COMMUNITY ACTION PARTNERSHIP 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 MINNESOTA COMMUNITY ACTION ASSOCIATION RESOURCE FUND C 104861 FMV