2026-06-08T08:09:35-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2025-01-01 411407742 MINNESOTA COMMUNITY ACTION PARTNERSHIP MINN 6516457425 100 EMPIRE DR STE 202 ST PAUL MN 55103 LORI SCHULTZ EXECUTIVE DIRECTOR 6516457425 2026-06-05 1 MARIE PRIMUS P01272184 3202517010 2026-06-05 2025 2025-03-06 01:10:19Z LORI SCHULTZ 100 EMPIRE DR STE 202 ST PAUL MN 55103 1176387 0 X WWW.MINNCAP.ORG X 1969 MN TO STRENGTHEN THE CAPACITY OF ITS MEMBER AGENCIES TO ACHIEVE THEIR POVERTY-FIGHTING MISSIONS. 25 25 4 27 0 0 399382 703271 805296 442249 24850 30867 0 0 1229528 1176387 0 0 0 0 633883 485592 0 0 0 460465 652465 1094348 1138057 135180 38330 955661 1111819 15109 132937 940552 978882 X TO STRENGTHEN THE CAPACITY OF ITS MEMBER AGENCIES TO ACHIEVE THEIR POVERTY-FIGHTING MISSIONS, THROUGH INFLUENTIAL ADVOCACY, COLLABORATION, AND TRAINING. 0 0 736123 0 442249 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. 736123 0 1 0 1 0 0 0 0 0 1 0 0 1 1 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 10 0 1 4 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 SCHULTZ EXECUTIVE DIRECTOR 40.00 0.30 X 149254 0 24460 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 SECRETARY 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 COLLEEN ORNE MEMBER 1.00 X 0 0 0 MAUREEN ROSATO MEMBER 1.00 X 0 0 0 BARB MORAN MEMBER 1.00 X 0 0 0 SONIA GASS MEMBER 1.00 X 0 0 0 KENDRA KROLIK MEMBER 1.00 X 0 0 0 JEFF HANSEN MEMBER 1.00 X 0 0 0 CATHERINE JOHNSON MEMBER 1.00 X 0 0 0 DENISE STEWART MEMBER 1.00 X 0 0 0 LIZ KUOPPALA MEMBER 1.00 X 0 0 0 SHARON MILLNER MEMBER 1.00 X 0 0 0 DEBRA LARSON MEMBER 1.00 X 0 0 0 JENNIFER HENGEL MEMBER 1.00 X 0 0 0 DARCI GOEDTKE MEMBER 1.00 X 0 0 0 KRAIG GRATKE MEMBER 1.00 X 0 0 0 MISSY BECKER-COOK MEMBER 1.00 X 0 0 0 CARRIE TRIPP MEMBER 1.00 X 0 0 0 MELODY HEDDEN MEMBER (BEG. 12/3/25) 1.00 X 0 0 0 MARK PAGE MEMBER (BEG. 10/8/25) 1.00 X 0 0 0 MARTA CARRIGAN MEMBER (BEG. 4/1/25) 1.00 X 0 0 0 CHARLES REYNOLDS MEMBER (BEG. 8/6/25 THRU 10/8/25) 1.00 X 0 0 0 SCOTT ZAHORIK MEMBER (THRU 10/8/25) 1.00 X 0 0 0 JASON CARLSON MEMBER (THRU 6/4/25) 1.00 X 0 0 0 149254 0 24460 1 0 1 0 0 109638 570658 22975 703271 ASSOCIATION DUES AND A 900099 373789 373789 ANNUAL CONFERENCE 900099 41675 41675 CONTRACTED SERVICES 900099 22685 22685 4100 4100 442249 30867 30867 1176387 442249 0 30867 173714 95330 78384 225151 123557 101594 10076 5529 4547 49019 26900 22119 27632 15164 12468 26710 10710 16000 40000 40000 104015 85208 18807 6500 6500 12738 597 12141 29790 29790 28070 8385 19685 72972 64080 8892 3932 3932 MEMBER SERVICES 289374 288169 1205 DUES AND SUBSCRIPTIONS 27625 4000 23625 EQUIPMENT 2728 0 2728 8011 1994 6017 1138057 736123 401934 0 16554 50619 867060 896831 492 18867 64683 26874 6872 9318 100390 100390 0 0 0 109310 955661 1111819 15109 19821 0 2990 0 110126 15109 132937 X 940552 978882 940552 978882 955661 1111819 38330 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 100390 100390 0 0 ROU ASSET 109310 109310 LEASE LIABILITY 110126 110126 X 0 0 0 0 0 0 0 0 0 LORI SCHULTZ EXECUTIVE DIRECTOR 149254 0 0 0 0 0 7498 0 16962 0 173714 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 109638 FMV