2026-01-20T14:57:55-06:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2024-07-01 421186501 PROTEUS INC PROT 5152715303 1221 CENTER ST 16 DES MOINES IA 50309 DANIEL ZINNEL CHIEF EXECUTIVE OFFICER 5152715303 2026-01-15 1 1 MARIE A PRIMUS CPA P01272184 3202517010 2026-01-15 2024 2025-03-06 01:10:19Z DANIEL ZINNEL 1221 CENTER ST 16 DES MOINES IA 50309 6446451 0 X WWW.PROTEUSINC.NET X 1982 IA PROVIDE SERVICES TO IMPROVE HEALTH, EDUCATION, & ECONOMIC OPPORTUNITIES OF MIGRANT SEASONAL FARMWORKERS & OTHER LOW-INCOME PEOPLE 9 9 79 70 0 0 6978857 6333006 73486 66232 11450 23305 -26812 -49183 7036981 6373360 939155 858362 0 0 4562337 4099699 0 0 2271 1333473 1194880 6834965 6152941 202016 220419 2418904 2499029 1165224 1024930 1253680 1474099 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 3713864 807989 0 NATIONAL FARMWORKER JOBS PROGRAM: PROTEUS HELPS FARMWORKERS AND THEIR FAMILY MEMBERS OVERCOME LOW INCOME AND BARRIERS TO EMPLOYMENT THROUGH EDUCATION, JOB TRAINING, AND CAREER SUPPORT. OUR NATIONAL FARMWORKER JOBS PROGRAM FOCUSES ON HELPING PARTICIPANTS EARN SKILLS AND CREDENTIALS THAT LEAD TO STABLE JOBS AND LONG-TERM SELF-SUFFICIENCY. SERVING COMMUNITIES ACROSS IOWA, NEBRASKA, AND INDIANA, PROTEUS WORKS CLOSELY WITH EMPLOYERS AND COMMUNITY PARTNERS TO CREATE REAL CAREER PATHWAYS. MORE THAN 90 PERCENT OF PROGRAM PARTICIPANTS REMAIN EMPLOYED FOR AT LEAST ONE YEAR AFTER COMPLETING THE PROGRAM, EARNING AN AVERAGE OF OVER $35,000 ANNUALLY. IN FY2025, DONOR AND PARTNER SUPPORT HELPED MORE THAN 400 LOW-INCOME FARMWORKER FAMILIES TAKE MEANINGFUL STEPS TOWARD ECONOMIC STABILITY AND INDEPENDENCE. 1350158 14091 66232 AGRICULTURAL HEALTH PROGRAM: PROTEUS, INC. INCREASES ACCESS TO AFFORDABLE HEALTHCARE FOR FARMWORKERS AND THEIR FAMILIES THROUGH THREE CLINICS LOCATED IN DES MOINES, FORT DODGE, AND IOWA CITY, AS WELL AS MOBILE CLINICS AND TELEHEALTH SERVICES. MOST CARE IS DELIVERED IN RURAL COMMUNITIES ACROSS IOWA, BRINGING HEALTHCARE DIRECTLY TO PEOPLE WHO OFTEN HAVE THE FEWEST OPTIONS. PROTEUS PROVIDES PRIMARY CARE ALONG WITH ACCESS TO PRESCRIPTION AND OVER-THE-COUNTER MEDICATIONS. WHEN ADDITIONAL CARE IS NEEDED, PATIENTS ARE REFERRED TO SPECIALTY PROVIDERS, AND PROTEUS HELPS REMOVE BARRIERS BY OFFERING TRANSPORTATION, INTERPRETATION SERVICES, AND VOUCHERS TO HELP COVER COSTS. BY KEEPING FARMWORKERS HEALTHY, THIS PROGRAM SUPPORTS FARMERS AND EMPLOYERS, REDUCES STRAIN ON HOSPITALS AND EMERGENCY ROOMS, AND LOWERS HEALTHCARE COSTS FOR TAXPAYERS. DONOR SUPPORT HELPS ENSURE ESSENTIAL CARE REACHES FAMILIES WHERE AND WHEN IT IS NEEDED MOST. 220292 36282 0 OTHER COMMUNITY SUPPORT PROGRAMS: PROTEUS, INC. PROVIDES DIRECT ASSISTANCE AND COORDINATES ESSENTIAL SERVICES FOR INDIVIDUALS AND FAMILIES IN THE COMMUNITIES WE SERVE. THESE PROGRAMS ADDRESS IMMEDIATE NEEDS WHILE ALSO PREVENTING LONG-TERM HARM. THROUGH HEALTH AND SAFETY EDUCATION, PROTEUS SUPPORTS FARMERS AND AGRICULTURAL EMPLOYERS BY HELPING KEEP THEIR WORKFORCE SAFE AND REDUCING INJURIES ON THE JOB. IN FY2025, PROTEUS TRAINED MORE THAN 7,500 FARMWORKERS ON HEAT STRESS AND STROKE PREVENTION AND PESTICIDE EXPOSURE. PROTEUS ALSO OPERATES A FOOD PANTRY THAT PROVIDES HUNDREDS OF FAMILIES EXPERIENCING FOOD INSECURITY WITH RELIABLE ACCESS TO NUTRITIOUS FOOD. THROUGH TARGETED NUTRITION SUPPORT, PROTEUS INCREASED ACCESS TO HEALTHY FOOD FOR PATIENTS MANAGING CHRONIC CONDITIONS SUCH AS HYPERTENSION AND DIABETES, HELPING IMPROVE LONG-TERM HEALTH OUTCOMES.IN ADDITION, PROTEUS SERVED 30 YOUNG PEOPLE THROUGH THE FARMWORKER YOUTH LEADERSHIP DEVELOPMENT PROGRAM AND PROVIDED FINANCIAL EMPOWERMENT EDUCATION TO 30 PARTICIPANTS, HELPING INDIVIDUALS BUILD SKILLS FOR LONG-TERM STABILITY AND INDEPENDENCE. 5284314 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 13 0 1 79 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 KRISTIN HOFFMAN CHAIR 1.00 X X 0 0 0 SARAH NASH VICE CHAIR 1.00 X X 0 0 0 REBECCA ANDERSON 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 NORMA GUERRERO DIRECTOR 1.00 X 0 0 0 CECELIA LOPEZ MONTERROSA DIRECTOR 1.00 X 0 0 0 DANIEL ZINNEL CEO 40.00 X 197183 0 21399 CARLA BESTE CFO 40.00 X 171104 0 45909 368287 0 67308 2 0 1 0 0 118171 5967123 247712 17311 6333006 CONTRACT & PATIENT SER 561000 66232 66232 66232 23305 23305 23908 118171 73091 -49183 -49183 6373360 66232 0 -25878 858362 858362 447637 110292 335074 2271 2743315 2472849 270466 207920 186672 21248 429775 387554 42221 271052 227470 43582 10671 3821 6850 48490 48490 294294 264774 29520 22310 21310 1000 155158 148947 6211 216512 191068 25444 200972 200122 850 22820 22820 45987 39398 6589 EQUIPMENT MAINTENANCE 33402 32562 840 STAFF TRAINING 31974 29302 2672 RENT EXPENSE 24326 22194 2132 87964 64797 23167 6152941 5284314 866356 2271 274208 361790 661078 949229 832095 501188 13182 8922 5576 5397 86135 262087 387778 369028 41570 18750 505060 391666 2418904 2499029 550721 587556 86001 26503 528502 410871 1165224 1024930 X 1018888 1176791 234792 297308 1253680 1474099 2418904 2499029 220419 0 X 0 1 X 1 1 1 X 6756915 6677604 6402128 6978857 6333006 33148510 6756915 6677604 6402128 6978857 6333006 33148510 111329 33037181 18 26 217 11450 23305 35016 33183526 356064 0.99560 0.99560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 41250 18750 327778 327778 0 18750 RIGHT-OF-USE ASSETS - OPERATING LEASES 375391 RIGHT-OF-USE ASSETS - FINANCE LEASES 16275 391666 OPERATING LEASE LIABILITIES 394148 FINANCE LEASE LIABILITIES 16723 410871 6446451 0 6446451 -73091 -73091 6373360 6226032 73091 73091 6152941 0 6152941 PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISER EXP RECLASSIFIED FROM STMT OF FUNCTIONAL EXPENSE -73,091. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISER EXP RECLASSIFIED TO STMT OF REVENUE 73,091. ITFF ANNUAL EVENT 103096 86080 17016 400 1000 16066 950 27985 INDIANA BREAKFAST 35843 28951 6892 5750 6892 8745 1 3140 3140 50 513 4740 142079 118171 23908 400 5750 1050 23471 950 41470 73091 -49183 1 PARTICIPANT ALLOWANCE 171 270461 PARTICIPANT TRAVEL 33 15669 PARTICIPANT DIRECT SERVICES 264 69609 TUITION AND FEES EXPENSE 211 502623 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. X X 0 0 0 0 0 0 0 0 0 DANIEL ZINNEL CEO 197183 0 0 0 0 0 15775 0 5624 0 218582 0 0 0 CARLA BESTE CFO 169104 0 2000 0 0 0 14263 0 31646 0 217013 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. 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 ALL OFFICERS AND KEY EMPLOYEES RECEIVE A MARKET ADJUSTMENT AND MERIT INCREASE EACH YEAR. AN OUTSIDE CONSULTANT IS USED TO DETERMINE THE MARKET ADJUSTMENT, WHICH IS APPROVED BY THE BOARD. A MERIT INCREASE IS ALSO RECEIVED BASED ON THE ANNUAL PERFORMANCE REVIEW CONDUCTED BY THE BOARD OF DIRECTORS. A COMPENSATION AND BENEFIT REVIEW IS CONDUCTED EVERY 3-4 YEARS USING AN OUTSIDE CONSULTANT. THE REPORT AND RECOMMENDATIONS ARE PRESENTED TO THE BOARD PERSONNEL COMMITTEE WHO THE PRESENT TO THE BOARD OF DIRECTORS THEIR RECOMMENDATIONS. 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).