Nonprofit · EIN 36-3381963
UPPER MIDWEST BOOKSELLERS ASSOCIATION
Also known as MIDWEST INDEPENDENT BOOKSELLERS
Tax-exempt · ST PAUL, MN 55102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $605,748 | $679,169 | -$73,421 | $322,950 | $24,492 | $298,458 |
| December 31, 2023 | 990 | $421,060 | $459,383 | -$38,323 | $469,427 | $96,704 | $372,723 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $571,634
- Investment income
- $26,884
- Royalties
- $600
- Net gain from sales of assets
- $16,009
- Net income from sales of inventory
- $6,630
- Other revenue
- $7,230
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $107,640
- Other salaries and wages
- $31,733
- Salaries, compensation and benefits (total)
- $161,238
- Professional fundraising fees
- $0
- Accounting fees
- $18,200
- Occupancy
- $920
- Travel
- $45,794
- Program services (functional)
- $679,169
Balance sheet and other
- Total assets, start of year
- $469,427
- Total assets, end of year
- $322,950
- Total liabilities, end of year
- $24,492
- Net assets, end of year
- $298,458
- Publicly traded securities
- $220,032
- Net assets without donor restrictions
- $298,458
- Gross receipts
- $748,416
- Employees
- 4
- Volunteers
- 9
- Year formed
- 1981
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carrie Obry 2024 | Executive Director Officer | 40 | $72,672 |
| Grace Hagen current | Executive Director Officer | 40 | $34,968 |
| Melissa McAllister | President Trustee or director, Officer | 4 | $0 |
| Carrie Koepke | Vice President Trustee or director, Officer | 3 | $0 |
| Shane Mullen | Treasurer Trustee or director, Officer | 3 | $0 |
| Riley Jay Davis | Secretary Trustee or director, Officer | 3 | $0 |
| Kristen Sandstrom | Director Trustee or director | 1 | $0 |
| Barbara Cerda | Director Trustee or director | 1 | $0 |
| Tory Hall | Director Trustee or director | 1 | $0 |
| Jen Allen | Director Trustee or director | 1 | $0 |
| Ryvre Hardrick | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARRIE OBRY | Executive Dir. Trustee or director | 40 | $80,068 |
| KATE RATTENBORG SCOTT | Director Trustee or director | 3 | $0 |
| CARRIE KOEPKE | Director Trustee or director | 4 | $0 |
| ASHLEY VALENTINE | Director Trustee or director | 3 | $0 |
| RILEY JAY DAVIS | Director Trustee or director | 2 | $0 |
| SHANE MULLEN | Director Trustee or director | 3 | $0 |
| KRISTEN SANDSTROM | President Officer | 4 | $0 |
| EMILY HALL SCHROEN | Vice President Officer | 2 | $0 |
| BETSY VON KERENS | Secretary Officer | 3 | $0 |
| BROCHEAROE FABIAN | Treasurer Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 526 7TH ST W 1ST FL, ST PAUL, MN 55102-3006
- In care of
- % GRACE HAGEN
- Principal officer (990 for 2024)
- Grace Hagen, 526 7th St W, Saint Paul, MN 55102
- Signed the 990
- Grace Hagen, Executive Director
- Phone
- (612) 208-6279
- Website
- www.midwestbooksellers.org
- Return prepared by
- O'Leary & Anick
Mission
The Midwest Independent Booksellers Association advances the success of independent booksellers, fosters partnerships that create a strong bookselling and publishing community, and celebrates the vital literary culture of our region by hosting programs that strengthen bookstores and connect them to colleagues for learning and marketing purposes.
Program accomplishments
- Heartland Fall Forum Hosted premiere gathering place for those interested in doing business with independent bookstores throughout the Midwest. The Association hosted this event jointly with Great Lakes Independent Booksellers Association. The two organizations split on any net income or loss from the event Midwest 60, Great Lakes 40. We represent 12 states and over 700 independent bookstores, from the Dakotas to Ohio, from the bootheel of Missouri to the tip of the Upper Peninsula of Michigan and all states in between. We provide a rich environment for anyone allied to the book industry to meet one another, network, introduce authors, promote new titles, place orders, and learn crucial skills from one another to keep independent bookselling strong. We offer a busy show floor, a wide range of author events, and various formats of practical and inspiring education.Expenses $193,662 · revenue $192,239
- Membership and Promotion Annual Spring Road Trip, Merchandise Sales, Roadmap Released every year on Independent Bookstore Day last day of April, the Midwest Indie Bookstore Roadmap celebrates the beautiful diversity of bookstores in one of the Associations 9 plus state portion of the Midwest. Winter Catalog Each year the Association sells space to publishers in a catalog that promote titles from Spring/Fall. This powerful marketing tool brings our whole indie community together to spotlight the most exciting books of the season.Expenses $485,507 · revenue $379,395
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3381963
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $322,950
- Income (IRS master file)
- $748,416
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $605,748 | $679,169 | $322,950 | XML |
| 990 | December 2023 | $421,060 | $459,383 | $469,427 | XML |
| 990 | December 2022 | $582,374 | $587,609 | $416,880 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3381963).
Questions about UPPER MIDWEST BOOKSELLERS ASSOCIATION
- What is the EIN of UPPER MIDWEST BOOKSELLERS ASSOCIATION?
- The employer identification number (EIN) of UPPER MIDWEST BOOKSELLERS ASSOCIATION is 36-3381963.
- Is UPPER MIDWEST BOOKSELLERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1986.
- Are donations to UPPER MIDWEST BOOKSELLERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UPPER MIDWEST BOOKSELLERS ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPPER MIDWEST BOOKSELLERS ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPPER MIDWEST BOOKSELLERS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UPPER MIDWEST BOOKSELLERS ASSOCIATION?
- The 990 for the year ended December 31, 2024 names Grace Hagen.
- Who are the officers and directors of UPPER MIDWEST BOOKSELLERS ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 11 people; 2 received compensation from the organization, the highest $72,672 (Carrie Obry 2024, Executive Director).
- How much revenue does UPPER MIDWEST BOOKSELLERS ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $605,748, expenses of $679,169 and total assets of $322,950 at year end.
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