2023-12-14T07:33:25-06:00 2023-06-30 411360831 OLSEN THIELEN & CO LTD 2675 LONG LAKE ROAD ST PAUL MN 55113 990 2022-07-01 300238807 NORTHSIDE ACHIEVEMENT ZONE NORT 6125214405 1964 N 2ND STREET MINNEAPOLIS MN 55411 SONDRA SAMUELS PRESIDENT & CEO 6125214405 2023-12-07 1 SONDRA SAMUELS 999009999 0 RYAN VETTRUS CPA P01243596 6514834521 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X SONDRA SAMUELS 1964 N 2ND STREET MINNEAPOLIS MN 55411 32989530 0 X WWW.NORTHSIDEACHIEVEMENT.ORG X 2004 MN MISSION OF NORTHSIDE ACHIEVEMENT ZONE (NAZ) IS TO END MULTI-GENERATIONAL POVERTY IN N. MINNEAPOLIS. 27 27 66 66 0 0 14407080 16877476 0 0 743764 -403669 -1053826 -1583332 14097018 14890475 0 0 0 0 4562156 6048131 0 0 1421092 7116522 9446110 11678678 15494241 2418340 -603766 24159509 24714498 1304153 1247038 22855356 23467460 X THE NAZ MISSION IS TO END MULTI-GENERATIONAL POVERTY IN NORTH MINNEAPOLIS BY BUILDING A CULTURE OF ACHIEVEMENT WHERE ALL LOW-INCOME CHILDREN OF COLOR HAVE THE SUPPORT THEY NEED TO GRADUATE HIGH SCHOOL AND SUCCEED IN COLLEGE, CAREER, AND LIFE. 0 0 11277097 THE NAZ MISSION IS TO END MULTI-GENERATIONAL POVERTY IN NORTH MINNEAPOLIS BY BUILDING A CULTURE OF ACHIEVEMENT WHERE ALL LOW-INCOME CHILDREN OF COLOR HAVE THE SUPPORT THEY NEED TO GRADUATE HIGH SCHOOL AND SUCCEED IN COLLEGE, CAREER, AND LIFE.NAZ ACCOMPLISHES THIS THROUGH PARTNERSHIP WITH PARENTS, COMMUNITY ORGANIZATIONS, AND SCHOOLS. FOUNDED IN 2008, NAZ IS A COLLABORATIVE OF MORE THAN 30 NORTHSIDE NON-PROFITS, EARLY CHILDHOOD CENTERS AND K-12 SCHOOLS THAT ARE COMMITTED TO BUILDING MEASURABLE AND LASTING CHANGE IN A COMMUNITY THAT HAS BEEN PLAGUED BY RACIAL DISCRIMINATION AND THE RESULTING DISPARITIES IN HOME OWNERSHIP, JOBS AND EDUCATION. IN FY23 THERE WERE 1,072 FAMILIES AND 2,245 CHILDREN ENROLLED IN NAZ.THROUGH NAZ, TWO GENERATIONS OF NORTHSIDERS ARE LEADING THEMSELVES OUT OF POVERTY.-CHILDREN FOCUS ON BUILDING THEIR OWN ACADEMIC GOALS, AND THEY ARE SUPPORTED BOTH IN SCHOOL AND OUTSIDE OF SCHOOL-PARENTS ARE ADVOCATING FOR THEIR CHILDREN AND ACTIVELY LEADING THEM ON A PATH TO COLLEGE, STARTING AT BIRTH-FAMILIEIS ARE SURROUNDED BY A TEAM, INCLUDING TRAINED NAZ FAMILY ACHIEVEMENT COACHES, WHO PROVIDE THE CONNECTIONS TO REACH THEIR GOALS.FY23 WAS THE SECOND OF A THREE-YEAR STRATEGIC BUSINESS PLAN TO ESTABLISH LONG-TERM GOALS FOR THE ORGANIZATION BASED ON THE NEEDS OF OUR COMMUNITY, TAKING INTO ACCOUNT THE LONG-TERM EFFECTS OF THE PANDEMIC.PROGRAMMATICALLY, THIS PLAN FOCUSES ON BUILDING ON THE CORE OF NAZ THROUGH:-EXPANDING OUR FAMILY ACADEMY CLASSES AND FAMILY ACHIEVEMENT COACHING-LEVERAGING THE POWER OF PARENTS AND SCHOLARS IN THE COMMUNITY-PROVIDING GREATER ACCESS TO HIGH QUALITY EARLY CHILDHOOD PROGRAMS-SUPPORTING SCHOLARS' ACADEMIC PROGRESS THORUGH NEW EDUCATIONAL PARTNERSHIPS ANDEXPANDING OUR CITYWIDE AND STATEWIDE INFLUENCE BY DEEPENING POLICY AND ADVOCACY EFFORTSAT THE POPULATION LEVEL, OUR OVERALL GOAL IS TO INSPIRE AND SUPPORT PARENTS TO ACHIEVE THEIR OWN SUCCESS THROUGH A RESULTS-BASED COLLABORATIVE THAT TRACKS THE PROGRESS OF FAMILIES SO THAT ALL NORTH MINNEAPOLIS CHILDREN REACH THEIR FULL AND UNLIMITED POTENTIAL.NAZ CAN REPORT THE FOLLOWING SERVICE NUMBERS FOR OUR MOST RECENT FISCAL YEAR (JULY 2022-JUNE 2023):-1,072 FAMILIES AND 2,245 SCHOLARS SERVED BY NAZ AND ITS COLLABORATIVE PARTNERS IN NORTH MINNEAPOLIS-633 K-12 SCHOLARS WERE ENROLLED IN IN-SCHOOL AND OUT-OF-SCHOOL TIME, OR OTHER ACADEMIC INTERVENTIONS-219 SCHOLARS ACCESSED PUBLICLY AND PRIVATELY FUNDED EARLY CHILDHOOD SCHOLARSHIPS TO MAINTAIN CONSISTENT ENROLLMENT IN HIGH-QUALITY EARLY LEARNING SETTINGS-217 PARTICIPANTS GRADUATED FROM NAZ FAMILY ACADEMY CLASSES, INCLUDING FOUNDATIONS, COLLEGE BOUND BABIES, READY TO SUCCEED, AND YOUTH FOUNDATIONS-798 FAMILIES ENGAGED IN FAMILY COACHING WITH NAZ COACHES-232 FAMILIES ENGAGED IN HOUSING STABILITY IMPROVEMENT PLANNING, WITH 138 FAMILIES MEETING GOALS TO IMPROVE STABILITY-138 ADULTS WERE SUPPORTED THROUGH OUR CAREER AND FINANCE STRATEGY 11277097 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 55 0 1 66 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X THE ORGANIZATION 6125214405 1964 N 2ND STREET MINNEAPOLIS MN 55411 DIANNE HAULCY CHAIR, DIRECTOR 1.00 X X 0 0 0 KAREN GRABOW VICE CHAIR, DIRECTOR 1.00 X X 0 0 0 SUSAN CURFMAN TREASURER, DIRECTOR 1.00 X X 0 0 0 KAREN WILSEN-THISSEN SECRETARY, DIRECTOR 1.00 X X 0 0 0 JACK DEMPSEY DIRECTOR 1.00 X 0 0 0 NEEL KASHKARI DIRECTOR 1.00 X 0 0 0 ANNIE GILLETTE CLEVELAND DIRECTOR 1.00 X 0 0 0 BRIAN TAYLOR DIRECTOR 1.00 X 0 0 0 SUSAN ALLEN DIRECTOR 1.00 X 0 0 0 DAVID HOUGH DIRECTOR 1.00 X 0 0 0 GEOFF MARTHA DIRECTOR 1.00 X 0 0 0 DAMIEN FAIR DIRECTOR 1.00 X 0 0 0 DEB BURKE DIRECTOR 1.00 X 0 0 0 JANE MCDONALD BLACK DIRECTOR 1.00 X 0 0 0 KIM NELSON DIRECTOR 1.00 X 0 0 0 LAYSHA WARD DIRECTOR 1.00 X 0 0 0 MAYOR JACOB FREY DIRECTOR 1.00 X 0 0 0 MICHAEL CIRESI DIRECTOR 1.00 X 0 0 0 AMELIA HARDY DIRECTOR 1.00 X 0 0 0 MATT MARSH DIRECTOR 1.00 X 0 0 0 MAY XIONG DIRECTOR 1.00 X 0 0 0 BENITO MATIAS DIRECTOR 1.00 X 0 0 0 PAUL JOHNSTON DIRECTOR 1.00 X 0 0 0 TOM BORMAN DIRECTOR 1.00 X 0 0 0 TIM MANNING DIRECTOR 1.00 X 0 0 0 ZIAD AMRA DIRECTOR 1.00 X 0 0 0 AL LENZMEIER DIRECTOR 1.00 X 0 0 0 MAKEDA ZULU-GILLEPSIE DIRECTOR 1.00 X 0 0 0 DOMINIQUE MAYS DIRECTOR 1.00 X 0 0 0 KIRSTEN GORSUCH DIRECTOR 1.00 X 0 0 0 PETER KELLENBERGER DIRECTOR 1.00 X 0 0 0 SONDRA SAMUELS PRESIDENT & CEO 40.00 X 216795 0 39547 KAREN KELLEY-ARIWOOLA CHIEF OPERATING OFFICER 40.00 X 184701 0 27344 KAREN CASANOVA CHIEF DEVELOPMENT OFFICER 40.00 X 171380 0 39031 NATALIE OBEE VICE PRESIDENT OF FINANCE 40.00 X 0 0 0 TANISHA BRADFORD VICE PRES, HUMAN RESOURCES 40.00 X 139746 0 16548 ANDRE DUKES VICE PRES, FAMILY & COMMUN 40.00 X 119004 0 25453 831626 0 147923 9 0 1 0 THINK SMALL 10 YORKTON COURT ST PAUL MN 55117 HOUSING PARTNER CONTRACT 1395000 ENTOURAGE EVENTS GROUP 212 2ND ST SE SUITE 212 MINNEAPOLIS MN 55414 EVENT MANAGEMENT 940415 KWANZAA COMMUNITY CHURCH 3700 BRYANT AVENUE NORTH MINNEAPOLIS MN 55412 HOUSING PARTNER CONTRACT 755496 PLYMOUTH CHRISTIAN YOUTH CENTER 2210 OLIVER AVENUE NORTH MINNEAPOLIS MN 55411 HOUSING PARTNER CONTRACT 551000 PROJECT FOR PRIDE IN LIVING 1035 E FRANKLIN AVE MINNEAPOLIS MN 55404 HOUSING PARTNER CONTRACT 516000 6 3137590 1452447 12287439 172353 16877476 459491 459491 15270525 16133685 -863160 -863160 -863160 300181 3137590 1965370 -1665189 -1665189 MISCELLANEOUS 900099 81857 81857 81857 14890475 81857 0 -2068858 X 826834 552213 148849 125772 4220456 2823324 757253 639879 101927 67430 18700 15797 539016 356587 98891 83538 359898 238091 66029 55778 14806 14806 19900 19900 66667 66667 71766 71766 1858222 663024 1029511 165687 192177 23865 102635 65677 269939 49670 184162 36107 323262 216160 58025 49077 350191 213382 122406 14403 7347 5005 1294 1048 45528 45528 PARTNER CONTRACTS 5054894 5054894 0 0 PROGRAM EXPENSES 726603 693962 20537 12104 EVALUATION SERVICES 201958 201958 RELATED ORGANIZATION EX 167500 112050 30054 25396 75350 5482 5706 64162 15494241 11277097 2796052 1421092 1559411 4503347 8907121 9613158 1608586 119619 106554 369511 6753 135591 362758 13436227 8520095 1540 0 24159509 24714498 1304153 1247038 1304153 1247038 X 18579458 14045283 4275898 9422177 22855356 23467460 24159509 24714498 -603766 1215870 0 X X 0 1 X 1 1 1 X 7421583 11832390 19958422 14407080 16877476 70496951 7421583 11832390 19958422 14407080 16877476 70496951 11104338 59392613 276053 323601 358378 405529 459491 1823052 4963 4967 756 6290 81857 98833 72418836 571546 0.82010 0.87970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 4,963. 2019 AMOUNT: $ 4,967. 2020 AMOUNT: $ 756. 2021 AMOUNT: $ 6,290. 2022 AMOUNT: $ 81,857. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 66667 66667 0 PART II-B, LINE 1: HYLDEN ADVOCACY AND LAW PROVIDED THE FOLLOWING SERVICES TO NAZ: DEVELOPING A PUBLIC POLICY PLATFORM IN COLLABORATION WITH STAFF AND PARTNERS ON ISSUES IMPACTING NORTHSIDE FAMILIES AND YOUTH; WHERE APPROPRIATE LOBBYING, MONITORING AND TRACKING MINNESOTA STATE LEGISLATION; PROVIDING GRASSROOTS TRAINING AND ADVOCACY; COLLABORATION AND COMMUNICATION WITH NAZ STAKEHOLDERS. 141817 6753 135064 227694 227694 362758 X 18036116 1215870 36167 1252037 16784079 71766 -1965370 -1893604 14890475 17424012 36167 1965370 2001537 15422475 71766 71766 15494241 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THEREFORE, THE STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES. THE ORGANIZATION REVIEWS INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS TO DETERMINE IF THERE ARE ANY INCOME TAX UNCERTAINTIES. THIS INCLUDES POSITIONS THAT THE ENTITY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE ORGANIZATION HAS IDENTIFIED NO SIGNIFICANT INCOME TAX UNCERTAINTIES. THE ORGANIZATION FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENT -1,965,370. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENT 1,965,370. X X X 0 MN GALA 3437771 3137590 300181 45484 252217 522083 378000 767586 3437771 3137590 300181 45484 252217 522083 378000 767586 1965370 -1665189 X X X 0 0 0 0 0 0 0 0 0 SONDRA SAMUELS PRESIDENT & CEO 216795 0 0 0 0 0 6217 0 33330 0 256342 0 0 0 KAREN KELLEY-ARIWOOLA CHIEF OPERATING OFFICER 184701 0 0 0 0 0 5129 0 22215 0 212045 0 0 0 KAREN CASANOVA CHIEF DEVELOPMENT OFFICER 171380 0 0 0 0 0 5023 0 34008 0 210411 0 0 0 TANISHA BRADFORD VICE PRES, HUMAN RESOURCES 139746 0 0 0 0 0 3975 0 12573 0 156294 0 0 0 X IN KIND GALA DONATIONS 19 172353 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE IRS FORM 990, FOLLOWING ITS THOROUGH REVIEW AND RECOMMENDATION BY THE BOARD'S FINANCE/AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE POLICY IS PASSED OUT ANNUALLY AND EACH OFFICER AND DIRECTOR IS GIVEN THE OPPORTUNITY TO DISCLOSE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS REVIEWED AND ESTABLISHED ANNUALLY BY THE BOARD OF DIRECTORS USING COMPARABILITY AND OTHER DATA. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED INTERNALLY, USING THE SAME METHOD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. ITS FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON ITS WEBSITE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 663,024. MANAGEMENT AND GENERAL EXPENSES 1,029,511. FUNDRAISING EXPENSES 165,687. TOTAL EXPENSES 1,858,222. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NAZ REAL ESTATE HOLDING COMPANY 1964 N 2ND STREET MINNEAPOLIS MN 55411 883878196 QUALIFIED ACTIVE LOW INCOME COMMUNITY BUSINESS MN 501(C)(3) LINE 12A, I 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 NAZ REAL ESTATE HOLDING COMPANY K 167500 ACTUAL AMOUNT