Nonprofit · EIN 41-0418720
MINNESOTA CENTER FOR FISCAL EXCELLENCE
Tax-exempt · SAINT PAUL, MN 55101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $481,688 | $411,095 | $70,593 | $133,005 | $281,977 | -$148,972 |
| December 31, 2023 | 990 | $334,995 | $399,048 | -$64,053 | $117,852 | $337,417 | -$219,565 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $145,000
- Program service revenue
- $329,462
- Investment income
- $0
- Other revenue
- $7,226
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $128,280
- Other salaries and wages
- $118,206
- Salaries, compensation and benefits (total)
- $291,984
- Professional fundraising fees
- $0
- Accounting fees
- $15,300
- Occupancy
- $29,453
- Travel
- $139
- Program services (functional)
- $293,713
- Management and general (functional)
- $117,382
Balance sheet and other
- Total assets, start of year
- $117,852
- Total assets, end of year
- $133,005
- Total liabilities, end of year
- $281,977
- Net assets, end of year
- -$148,972
- Net assets without donor restrictions
- -$148,972
- Gross receipts
- $481,688
- Employees
- 3
- Volunteers
- 0
- Year formed
- 1958
- 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 | Other / benefits |
|---|---|---|---|---|
| MARK HAVEMAN | EXECUTIVE DIRECTOR Trustee or director, Officer | 30 | $124,544 | $3,736 |
| SARAH GETTE | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| ANDREW BOSL | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| THOMAS GOTTWALT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JIM GIRARD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BETH KADOUN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRETT BOUTWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN STROMEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROLINE BALFOUR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS AREND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS MARTIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY KLINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID WELLIVER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ED DURUSHIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY KAY | DIRECTOR Trustee or director | 1 | $0 |
| GAVIN HANSON | DIRECTOR Trustee or director | 1 | $0 |
| GERALD MORRIS | DIRECTOR Trustee or director | 1 | $0 |
| JOE WESSBECKER | DIRECTOR Trustee or director | 1 | $0 |
| KATINA PETERSON | DIRECTOR Trustee or director | 1 | $0 |
| KEN LEVINSON | DIRECTOR Trustee or director | 1 | $0 |
| KRISTI CARLSON ESQ | DIRECTOR Trustee or director | 1 | $0 |
| MASHA YEVZELMAN | DIRECTOR Trustee or director | 1 | $0 |
| NANCY HYLDEN | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS HANSON | DIRECTOR Trustee or director | 1 | $0 |
| TIM ASGRIMSON | DIRECTOR Trustee or director | 1 | $0 |
| TODD RAPP | DIRECTOR Trustee or director | 1 | $0 |
| WARD EINESS | DIRECTOR Trustee or director | 1 | $0 |
| WENDY UNGLAUB | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK HAVEMAN | EXECUTIVE DIRECTOR Trustee or director, Officer | 30 | $125,544 | $3,766 |
| SARAH GETTE | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| ANDREW BOSL | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| THOMAS GOTTWALT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JIM GIRARD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BETH KADOUN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRETT BOUTWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN STROMEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROLINE BALFOUR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS AREND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS MARTIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY KLINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID WELLIVER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ED DURUSHIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY KAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GAVIN HANSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GERALD MORRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE WESSBECKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATINA PETERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEN LEVINSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTI CARLSON ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MASHA YEVZELMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY HYLDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS HANSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM ASGRIMSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TODD RAPP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WARD EINESS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WENDY UNGLAUB | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 85 7TH PL E STE 250, SAINT PAUL, MN 55101-2195
- In care of
- % LINDA EDSTROM
- Principal officer (990 for 2024)
- MARK HAVEMAN, 85 EAST SEVENTH PLACE 250, ST PAUL, MN 55101
- Signed the 990
- MARK HAVEMAN, EXECUTIVE DIRECTOR
- Phone
- (651) 224-7477
- Website
- WWW.FISCALEXCELLENCE.ORG
- Return prepared by
- REDPATH AND COMPANY LLC
Mission
TO EDUCATE AND INFORM MINNESOTANS ABOUT FISCAL POLICIES; TO PROVIDE STATE & LOCAL POLICY MAKERS WITH OBJECTIVE, NON-PARTISAN RESEARCH ABOUT THE IMPACTS OF TAX AND SPENDING POLICIES; AND TO ADVOCATE FOR THE ADOPTION OF RATIONAL PUBLIC FISCAL POLICY.
Program accomplishments
- THE ORGANIZATION EDUCATES ITS MEMBERS AND THE PUBLIC BY DEVELOPING SEVERAL NEWSLETTERS EACH YEAR, CONDUCTING SEVERAL RESEARCH PROJECTS AND SPECIAL STUDIES.Expenses $293,713 · revenue $336,688
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
- 41-0418720
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1932
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $133,005
- Income (IRS master file)
- $481,688
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $481,688 | $411,095 | $133,005 | IRS |
| 990 | December 2023 | $334,995 | $399,048 | $117,852 | XML |
| 990 | December 2022 | $321,064 | $373,108 | $206,966 | 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 41-0418720).
Questions about MINNESOTA CENTER FOR FISCAL EXCELLENCE
- What is the EIN of MINNESOTA CENTER FOR FISCAL EXCELLENCE?
- The employer identification number (EIN) of MINNESOTA CENTER FOR FISCAL EXCELLENCE is 41-0418720.
- Is MINNESOTA CENTER FOR FISCAL EXCELLENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1932.
- Are donations to MINNESOTA CENTER FOR FISCAL EXCELLENCE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MINNESOTA CENTER FOR FISCAL EXCELLENCE 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 MINNESOTA CENTER FOR FISCAL EXCELLENCE 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 MINNESOTA CENTER FOR FISCAL EXCELLENCE 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 MINNESOTA CENTER FOR FISCAL EXCELLENCE?
- The 990 for the year ended December 31, 2024 names MARK HAVEMAN.
- Who are the officers and directors of MINNESOTA CENTER FOR FISCAL EXCELLENCE?
- The 990 for the year ended December 31, 2024 lists 29 people; 1 received compensation from the organization, the highest $124,544 (MARK HAVEMAN, EXECUTIVE DIRECTOR).
- How much revenue does MINNESOTA CENTER FOR FISCAL EXCELLENCE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $481,688, expenses of $411,095 and total assets of $133,005 at year end.
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