2022-09-29T13:21:05-04:00 2022-03-31 416192096 BOYUM & BARENSCHEER PLLP 3050 METRO DR STE 200 MINNEAPOLIS MN 554251547 990 2021-04-01 410783480 MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS MINN 9528312707 1650 WEST 82ND STREET SUITE 600 BLOOMINGTON MN 55431 LINDA WEDUL PRESIDENT 9528312707 2022-08-31 true LINDA WEDUL 999009999 ANNA LOVEGREN P00643123 9528544244 2022-09-07 2021 2022-09-23 18:48:47Z LINDA WEDUL 1650 WEST 82ND STREET SUITE 600 BLOOMINGTON MN 55431 6461708 false X WWW.MNCPA.ORG X 1904 MN THE MISSION OF THE MINNESOTA SOCIETY OF CPAS (MNCPA) IS TO HELP MEMBERS SUCCEED PROFESSIONALLY WHILE BEING MINDFUL OF SERVING THE PUBLIC INTEREST. (CONTINUED ON SCHEDULE O) 16 16 33 1068 123270 11317 886554 5601900 5261847 85572 103503 188586 197704 5876058 6449608 27500 27500 0 2730121 2791387 0 0 2565203 2652293 5322824 5471180 553234 978428 8729873 11208207 2767081 4197120 5962792 7011087 X THE MISSION OF THE MINNESOTA SOCIETY OF CPAS (MNCPA) IS TO HELP MEMBERS SUCCEED PROFESSIONALLY WHILE BEING MINDFUL OF SERVING THE PUBLIC INTEREST. MNCPA HELPS ITS MEMBERS BY PROVIDING EDUCATION, RESOURCES, NETWORKING OPPORTUNITIES AND ADVOCACY, WHILE ALSO ADMINISTERING QUALITY IMPROVEMENT ACTIVITIES. false false EDUCATIONAL ACTIVITIES ENABLED MEMBERS AND NONMEMBERS TO MEET REGULATORY REQUIREMENTS, ENHANCED PERSONAL DEVELOPMENT, AND INCREASED KNOWLEDGE TO MEET THE NEEDS OF THE FINANCIAL AND BUSINESS COMMUNITY. ACTIVITIES INCLUDED SEMINARS, CONFERENCES, WEBINARS, AND ONSITE EDUCATION, AND SELF-STUDY PRODUCTS. MEMBERSHIP ACTIVITIES PROVIDED APPROXIMATELY 8000 MEMBERS WITH OPPORTUNITIES FOR EDUCATION, PROFESSIONAL NETWORKING, CAREER ADVANCEMENT, AND PROMOTION OF THE CPA PROFESSION. COMMUNICATION ACTIVITIES INCLUDED THE PUBLICATION OF THE FOOTNOTE, THE MNCPA'S MAGAZINE FOR MEMBERS, PUBLICATION OF ELECTRONIC NEWSLETTERS, DEVELOPMENT AND MAINTENANCE OF THE MNCPA'S WEBSITE, WHICH DELIVERS INFORMATION TO THE GENERAL PUBLIC AS AS WELL AS ADDITIONAL CONTENT AND RESOURCES FOR MEMBERS, TRAINING FOR MEMBERS SPEAKING ON BEHALF OF THE CPA PROFESSION, AND THE DISTRIBUTION OF PROFESSION-RELATED PRESS RELEASES TO VARIOUS MEDIA OUTLETS. GOVERNMENT RELATIONS ACTIVITIES PROMOTED CPA INVOLVEMENT IN AND INFLUENCE ON THE POLITICAL PROCESS IN THE STATE OF MINNESOTA AND WITH MINNESOTA'S CONGRESSIONAL DELEDGATION IN WASHINGTON. PROFESSIONAL STANDARDS ACTIVITIES INCLUDED ADMINISTRATION OF A PEER REVIEW PROGRAM, AND COORDINATION OF AN ETHICS PROGRAM TO ADDRESS COMPLAINTS AGAINST MEMBERS. false false false true false false false false false true false false true true true false true false false false false false false false false false true false true false false false false false false false false false false false true false false true 41 0 33 true true true false false false false false false false X 16 16 false false false false true true true true true false true true true true true true true true true true false X FAYE HAYHURST 9528312707 1650 WEST 82ND STREET SUITE 600 BLOOMINGTON MN 55431 LINDA WEDUL PRESIDENT 40.00 X 235099 0 43354 FAYE HAYHURST DIRECTOR OF 40.00 X 138678 0 23655 GENO FRAGNITO GOVERNMENT R 40.00 X 131014 0 21407 LYNN KLETSCHER DIR. OF EDUC 40.00 X 129176 0 13525 DAVID OLSON IT MANAGER 40.00 X 120550 0 21217 STEPHANIE SCHMIDT MEMBERSHIP/M 40.00 X 109988 0 24198 MISTY GARRICK MGR OF DIGIT 40.00 X 102445 0 16817 WARREN BOSTROM DIRECTOR 2.00 X 2350 0 0 JEROME R REUTZEL DIRECTOR 2.00 X 1450 0 0 DAVID BRAUER DIRECTOR 2.00 X 0 0 0 ROBERT CEDERGREN VICE CHAIR 2.00 X X 0 0 0 AMANDA L DICK DIRECTOR 2.00 X 0 0 0 CAMERON EDGAR TREASURER 2.00 X X 0 0 0 BENJAMIN ELLINGSON PAST CHAIR 2.00 X X 0 0 0 CHARLES M ESLER CHAIR ELECT 2.00 X X 0 0 0 KATHERINE GABRIEL CHAIR 2.00 X X 0 0 0 KARA HANSON DIRECTOR 2.00 X 0 0 0 STEPHANIE MARKERT DIRECTOR 2.00 X 0 0 0 JENNIFER G MILLER DIRECTOR 2.00 X 0 0 0 LISA MILLER DIRECTOR 2.00 X 0 0 0 ERIC O'LINK DIRECTOR 2.00 X 0 0 0 MATT SVENDSEN DIRECTOR 2.00 X 0 0 0 SHAUNA ZWART SECRETARY 2.00 X X 0 0 0 970750 164173 7 false true false SURGENT MCCOY 237 LANCASTER AVE DEVON PA 19333 EDUCATION 309790 BUSINESS PROFESSIONALS NETWORK PO BOX 250703 PLANO TX 75025 EDUCATION 112910 AICPA 220 LEIGH FARM ROAD DURHAM NC 27707 EDUCATION 104042 VISIONS 8801 WYOMING AVE N BROOKLYN PARK MN 55445 PRINTING 103289 CLIFTONLARSONALLEN 220 S 6TH ST SUITE 300 MINNEAPOLIS MN 55402 EDUCATION 101308 5 886554 886554 EDUCATION PROGRAMS 611600 2795072 2795072 MEMBERSHIP DUES 541900 2177064 2177064 PROFESSIONAL STANDARDS 541900 203780 203780 MEMBERSHIP PROGRAMS 611600 60029 60029 OTHER 900099 25902 25902 5261847 108657 108657 3331 3851 -520 -520 -520 3095 8249 -5154 -5154 -5154 FOOTNOTE ADVERTISING 511190 198224 74434 123790 198224 6449608 5331127 123270 108657 27500 445221 1829242 157486 187842 171596 20050 38275 15665 17220 66450 220247 358441 7707 35905 3164 170435 17300 EDUCATION PROGRAMS 1079160 OTHER PROGRAM EXPENSE 276128 READERSHIP COSTS 157879 CREDIT CARD PROCESSING 97427 70840 5471180 0 0 0 475613 556900 4133970 4336526 81849 13518 84575 206973 1704925 555505 551429 1149420 3402437 3563615 1381255 8729873 11208207 543592 742303 1744317 1672646 479172 1782171 2767081 4197120 X 5962792 7011087 5962792 7011087 8729873 11208207 978428 69867 X false true X true false false false true 2177064 83070 -95841 -12771 65312 -78083 34598 34598 467934 212267 255667 1202393 308640 893753 1149420 RIGHTS OF USE ASSET 1381255 1381255 OPERATING LEASE LIABILITY 1782171 1782171 X SCHEDULE D, PAGE 3, PART X THE SOCIETY 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 SOCIETY 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. THE SOCIETY HAS IDENTIFIED NO SIGNIFICANT INCOME TAX UNCERTAINTIES. true PREPARE AND PROSPER 2610 UNIVERSITY AVE W STE 450 ST PAUL MN 55114 237131829 501C3 27500 GENERAL SUPPORT 1 SCHEDULE I, PAGE 1, PART I, LINE 2 MNCPA RECEIVES ANNUAL REPORTS FROM GRANTEE ORGANIZATIONS REGARDING THEIR ACTIVITIES AND USE OF FUNDS. X false false false LINDA WEDUL PRESIDENT 235099 23564 19790 278453 FAYE HAYHURST DIRECTOR OF FINANCE 138678 13692 9963 162333 GENO FRAGNITO GOVERNMENT RELATIONS 131014 12924 8483 152421 FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE MINNESOTA SOCIETY OF CPAS (MNCPA) IS TO HELP MEMBERS SUCCEED PROFESSIONALLY WHILE BEING MINDFUL OF SERVING THE PUBLIC INTEREST. MNCPA HELPS ITS MEMBERS BY PROVIDING EDUCATION, RESOURCES, NETWORKING OPPORTUNITIES AND ADVOCACY, WHILE ALSO ADMINISTERING QUALITY IMPROVEMENT ACTIVITIES. FORM 990, PAGE 2, PART III, LINE 4C COMMUNICATION ACTIVITIES INCLUDED THE PUBLICATION OF THE FOOTNOTE, THE MNCPA'S MAGAZINE FOR MEMBERS, PUBLICATION OF ELECTRONIC NEWSLETTERS, DEVELOPMENT AND MAINTENANCE OF THE MNCPA'S WEBSITE, WHICH DELIVERS INFORMATION TO THE GENERAL PUBLIC AS AS WELL AS ADDITIONAL CONTENT AND RESOURCES FOR MEMBERS, TRAINING FOR MEMBERS SPEAKING ON BEHALF OF THE CPA PROFESSION, AND THE DISTRIBUTION OF PROFESSION-RELATED PRESS RELEASES TO VARIOUS MEDIA OUTLETS. GOVERNMENT RELATIONS ACTIVITIES PROMOTED CPA INVOLVEMENT IN AND INFLUENCE ON THE POLITICAL PROCESS IN THE STATE OF MINNESOTA AND WITH MINNESOTA'S CONGRESSIONAL DELEDGATION IN WASHINGTON. PROFESSIONAL STANDARDS ACTIVITIES INCLUDED ADMINISTRATION OF A PEER REVIEW PROGRAM, AND COORDINATION OF AN ETHICS PROGRAM TO ADDRESS COMPLAINTS AGAINST MEMBERS. FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS TWO MEMBERSHIP CATEGORIES, CPA MEMBERS AND ASSOCIATE (NON-CPA) MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A CPA MEMBERS HAVE THE RIGHT TO VOTE AT THE ORGANIZATION'S MEETINGS, TO VOTE FOR THE ORGANIZATION'S GOVERNING BOARD, AND TO VOTE ON AMENDMENTS TO THE ORGANIZATION'S BY-LAWS THAT AFFECT A) MEMBER VOTING RIGHTS, OBLIGATIONS OR PRIVILEGES, B) PROCEDURES RELATED TO A COMPLAINT AGAINST A MEMBER, AND C) FORMATION OR TERMINATION OF A CHAPTER. FORM 990, PAGE 6, PART VI, LINE 7B AMENDMENTS TO THE ORGANIZATION'S BY-LAWS OTHER THAN THOSE DESCRIBED ABOVE MAY BE MADE BY THE BOARD OF DIRECTORS, HOWEVER, THE MEMBERS MAY VOTE TO REPEAL OR REVOKE SUCH AN AMENDMENT. THE MEMBERS MAY ALSO VOTE TO REMOVE AN OFFICER OR DIRECTOR OF THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PREPARED BY THE ORGANIZATION'S AUDIT FIRM. THE RETURN IS REVIEWED IN DETAIL BY THE DIRECTOR OF FINANCE. THE RETURN IS DISTRIBUTED TO BOARD MEMBERS PRIOR TO THE RETURN BEING FILED. FORM 990, PAGE 6, PART VI, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE A CONFLICT OF INTEREST TO THE BOARD PRIOR TO THE TRANSACTION OR DECISION AFFECTED BY THE CONFLICT. AFTER DISCLOSURE, THE BOARD MEMBER IS ASKED TO LEAVE THE ROOM FOR THE DURATION OF THE DISCUSSION AND VOTE. BOARD MEMBERS ARE ALSO ASKED TO DISCLOSE ANY CONCERNS ABOUT THE APPEARANCE OF A CONFLICT OF INTEREST. THE BOARD ANNUALLY REQUIRES EACH BOARD MEMBER TO SIGN A CONFLICT OF INTEREST STATEMENT. THE SIGNED STATEMENTS REMAIN ON FILE WITH THE ORGANIZATION'S PRESIDENT FOR THE FISCAL YEAR. FORM 990, PAGE 6, PART VI, LINE 15A A SUB-COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS AN ANNUAL REVIEW OF THE PRESIDENT/CEO AND DETERMINES COMPENSATION FOR THE FOLLOWING YEAR. FORM 990, PAGE 6, PART VI, LINE 15B THE PRESIDENT/CEO PERFORMS AN ANNUAL REVIEW OF THE DIRECTOR OF FINANCE (THE TOP FINANCIAL OFFICIAL) AND OTHER KEY AND HIGHLY COMPENSATED EMPLOYEES; COMPENSATION IS DETERMINED BY THE PRESIDENT BASED ON PERIODIC COMPENSATION STUDIES AS WELL AS CURRENT ECONOMIC DATA SUCH AS THE CONSUMER PRICE INDEX. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. MNCPA FOUNDATION 1650 WEST 82ND STREET SUITE 600 BLOOMINGTON MN 55431 825465293 EDUCATION MN 501C3 7 MNCPA MINNESOTA SOCIETY OF CERTIFIED PUBL true false false false false false false false false false false false true false true true false true true false SCHEDULE R DIRECT CONTROLLING ENTITY: MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS