Nonprofit · EIN 41-6040647
MINNESOTA STATE COUNCIL ON ECONOMIC EDUCATION
Also known as UNIVERSITY OF MINNESOTA
Tax-exempt · ST PAUL, MN 55108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $926,584 | $960,279 | -$33,695 | $4,642,509 | $76,945 | $4,565,564 |
| June 30, 2024 | 990 | $3,919,812 | $856,704 | $3,063,108 | $4,566,001 | $84,324 | $4,481,677 |
| June 30, 2023 | 990 | $723,246 | $666,997 | $56,249 | $1,329,091 | $37,156 | $1,291,935 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $701,926
- of which government grants
- $260,000
- Program service revenue
- $41,964
- Investment income
- $182,694
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $50,107
- Compensation of officers, directors and key employees
- $159,195
- Other salaries and wages
- $344,950
- Salaries, compensation and benefits (total)
- $624,438
- Professional fundraising fees
- $0
- Accounting fees
- $29,614
- Occupancy
- $3,365
- Travel
- $18,134
- Program services (functional)
- $784,045
- Management and general (functional)
- $106,348
- Fundraising (functional)
- $69,886
Balance sheet and other
- Total assets, start of year
- $4,566,001
- Total assets, end of year
- $4,642,509
- Total liabilities, end of year
- $76,945
- Net assets, end of year
- $4,565,564
- Publicly traded securities
- $960,356
- Net assets without donor restrictions
- $4,349,965
- Net assets with donor restrictions
- $215,599
- Gross receipts
- $926,584
- Employees
- 0
- Volunteers
- 118
- Year formed
- 1961
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE BUNN | EXECUTIVE DIRECTOR Officer | 40 | $118,633 | $39,742 |
| KIYRIE ABERNETHY | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| KEVIN ARIO | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JONAH BARSTAD | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| APRIL CHUNG | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JOEL COLEMAN | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| TIMOTHY DEVANEY | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| EMANUEL EKSTROM | STRATEGIC PLANNING CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| KRISTIN FERGUSON | TREASURER & FINANCE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| JEANNA FIFER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| ELBA GUILLE GARZA | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JOHNATHAN GAST | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| CHELLE GONZO | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| TERRANCE HURLEY | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BRADLEY HUTTER | BOARD CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER HUNTER-HANSON | DIRECTOR Trustee or director | 1.5 | $0 |
| AMY KAMENICK | DIRECTOR Trustee or director | 1.5 | $0 |
| JASON KLEY | DIRECTOR Trustee or director | 1.5 | $0 |
| NANCY LAMBERT | SECRETARY & GOVERNANCE CHAIR Trustee or director, Officer | 1.5 | $0 |
| STEVE LEAR | DIRECTOR Trustee or director | 1.5 | $0 |
| ANDREW MAAS | DEVELOPMENT CHAIR Trustee or director, Officer | 1.5 | $0 |
| LYNN MACDONALD | DIRECTOR Trustee or director | 1.5 | $0 |
| JUDY MARES | DIRECTOR Trustee or director | 1.5 | $0 |
| KELLY MCCLELLAN | DIRECTOR Trustee or director | 1.5 | $0 |
| JENNIFER MCGARRY | DIRECTOR Trustee or director | 1.5 | $0 |
| BRIAN MUENCH | DIRECTOR Trustee or director | 1.5 | $0 |
| KOTCHI PROSPER | DIRECTOR Trustee or director | 1.5 | $0 |
| TODD SCHNELL | DIRECTOR Trustee or director | 1.5 | $0 |
| BILL SCHWIETZ | DIRECTOR Trustee or director | 1.5 | $0 |
| JULIE SWEITZER | DIRECTOR Trustee or director | 1.5 | $0 |
| TRACY YUE WANG | DIRECTOR Trustee or director | 1.5 | $0 |
| KRISTINE WEST | DIRECTOR Trustee or director | 1.5 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE BUNN | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $117,522 | $39,370 |
| AMY KAMENICK | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| ANDREW MAAS | DEVELOPMENT CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| APRIL CHUNG | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BILL SCHWIETZ | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BRADLEY R HUTTER | BOARD CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| BRIAN MUENCH | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| CHELLE GONZO | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| CYNTHIA J FITZTHUM | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| DANICA GOSHERT | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| EMANUEL EKSTROM | LONG RANGE PLANNING CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| JASON KLEY | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JEANNA FIFER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JOHNATHAN GAST | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JUDY MARES | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JULIE SWEITZER | DIRECTOR Trustee or director, Officer | 1.5 | $0 | $0 |
| KELLY MCCLELLAN | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| KERRY A JUNG | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| KIYRIE ABERNETHY | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| KRISTIN M FERGUSON | TREASURER & FINANCE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| KRISTINE WEST | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| NANCY LAMBERT | SECRETARY & GOVERNANCE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| STEVE GATHJE | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| STEVE LEAR | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| TERRY HURLEY | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| TIMOTHY DEVANEY | VICE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| TODD SCHNELL | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| PJ HILL | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE BUNN | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $117,522 | $39,370 |
| AMY KAMENICK | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| ANDREW MAAS | DEVELOPMENT CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| ANDREW T NIPPERT | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| APRIL CHUNG | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BETH JOHNSON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BRADLEY R HUTTER | BOARD VICE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| BRIAN MUENCH | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| CYNTHIA J FITZTHUM | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| D CRAIG TAYLOR | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| DANICA GOSHERT | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| EMANUEL EKSTROM | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JOHNATHAN GAST | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JULIE SWEITZER | BOARD CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| KELLY BRETZ | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| KELLY MCCLELLAN | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| KERRY A JUNG | SECRETARY & GOVERNANCE CHAIR Trustee or director | 1.5 | $0 | $0 |
| KIYRIE ABERNETHY | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| KRISTIN M FERGUSON | TREASURER & FINANCE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| KRISTINE WEST | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| NANCY LAMBERT | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| STEVE GATHJE | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| TERRY HURLEY | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| TIMOTHY DEVANEY | LONG RANGE PLANNING CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| TODD SCHNELL | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| YAN P MARTINEZ | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 116 RUTTAN HALL 1994 BUFORD AVE, ST PAUL, MN 55108-0000
- Principal officer (990 for 2024)
- JULIE BUNN, 116 RUTTAN HALL 1994 BUFORD AVE, ST PAUL, MN 55108
- Signed the 990
- JULIE BUNN, EXECUTIVE DIRECTOR
- Phone
- (612) 625-3727
- Website
- WWW.MCEE.UMN.EDU
- Return prepared by
- OLSEN THIELEN & CO LTD
Mission
MCEE EQUIPS MINNESOTANS WITH THE ECONOMIC AND PERSONAL FINANCIAL KNOWLEDGE AND SKILLS TO MAKE INFORMED DECISIONS AND THRIVE IN OUR COMPLEX WORLD. WE FULFILL OUR MISSION BY TEACHING TEACHERS THROUGH TOP QUALITY PROFESSIONAL DEVELOPMENT AND PROVIDING CURRICULUM MATERIALS; BY ENGAGING STUDENTS WITH CHALLENGING PROGRAMS IN ECONOMIC AND PERSONAL FINANCE EDUCATION; AND BY REACHING COMMUNITIES THROUGH OUR COMMUNITY MENTORSHIP FOR FINANCIAL CAPABILITY PROGRAM AND OTHER PUBLIC OUTREACH ACTIVITIES.
Program accomplishments
- MCEE REACHES ITS GOALS BY TEACHING TEACHERS, ENGAGING STUDENTS, AND REACHING COMMUNITIES. IN FY 2025, MCEE PROVIDED 125 PROFESSIONAL DEVELOPMENT WORKSHOPS, WITH 245 UNIQUE HOURS OF CONTENT, ALONG WITH CURRICULUM AND OTHER RESOURCES FOR 4,570 TEACHERS GIVING THEM RESEARCH-BASED KNOWLEDGE, TEACHING TECHNIQUES, AND LESSONS TO ASSURE THE 99,204 STUDENTS THEY REACH GAIN STRONG ECONOMIC AND PERSONAL FINANCIAL KNOWLEDGE FOR SUCCESS THROUGH RELEVANT AND ENGAGING REAL-WORLD LEARNING.IN FY 2025, MORE THAN 1,500 STUDENTS PARTICIPATED IN MCEE DIRECT-TO-STUDENT PROGRAMS - VIRTUAL COMPETITIONS, CHALLENGES, AND INSTITUTES - MOVING THEIR ECONOMIC/PERSONAL FINANCE KNOWLEDGE AND CRITICAL THINKING SKILLS TO A HIGHER LEVEL. MCEE WORKS TO HELP MINNESOTANS UNDERSTAND AND MAKE SOUND ECONOMIC CHOICES, IMPRVE INDVIDUAL PERSONAL FINANCIAL SITUATIOS, AND CREATE ECONOMIC STABILITY AND VITALITY IN LOCAL COMMUNITIES. MCEE STRIVES TO REACH ALL OUR DIVERSE COMMUNITY, WITH SEVERAL PROGRAM FOCUSING SPECIFICALLY ON UNDERSERVED POPULATIONS.Expenses $784,045 · grants $50,107 · revenue $41,964
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 41-6040647
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,642,509
- Income (IRS master file)
- $926,584
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $926,584 | $960,279 | $4,642,509 | XML |
| 990 | June 2024 | $3,919,812 | $856,704 | $4,566,001 | XML |
| 990 | June 2023 | $723,246 | $666,997 | $1,329,091 | XML |
| 990 | June 2022 | $854,318 | $575,711 | $1,192,884 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 41-6040647).
Questions about MINNESOTA STATE COUNCIL ON ECONOMIC EDUCATION
- What is the EIN of MINNESOTA STATE COUNCIL ON ECONOMIC EDUCATION?
- The employer identification number (EIN) of MINNESOTA STATE COUNCIL ON ECONOMIC EDUCATION is 41-6040647.
- Is MINNESOTA STATE COUNCIL ON ECONOMIC EDUCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to MINNESOTA STATE COUNCIL ON ECONOMIC EDUCATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MINNESOTA STATE COUNCIL ON ECONOMIC EDUCATION 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 STATE COUNCIL ON ECONOMIC EDUCATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MINNESOTA STATE COUNCIL ON ECONOMIC EDUCATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MINNESOTA STATE COUNCIL ON ECONOMIC EDUCATION?
- The 990 for the year ended June 30, 2025 names JULIE BUNN.
- Who are the officers and directors of MINNESOTA STATE COUNCIL ON ECONOMIC EDUCATION?
- The 990 for the year ended June 30, 2025 lists 32 people; 1 received compensation from the organization, the highest $118,633 (JULIE BUNN, EXECUTIVE DIRECTOR).
- How much revenue does MINNESOTA STATE COUNCIL ON ECONOMIC EDUCATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $926,584, expenses of $960,279 and total assets of $4,642,509 at year end.
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