2025-08-14T09:00:19-04:00 2025-03-31 416192096 BOYUM & BARENSCHEER PLLP 3050 METRO DR STE 200 MINNEAPOLIS MN 554251547 990 2024-04-01 410783480 MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS MINN 9528312707 1650 WEST 82ND STREET SUITE 600 BLOOMINGTON MN 55431 LINDA WEDUL PRESIDENT AND CEO 9528312707 2025-08-15 true false ANNA LOVEGREN P00643123 9528544244 2025-08-07 2024 2025-03-06 01:10:19Z LINDA WEDUL 1650 WEST 82ND STREET SUITE 600 BLOOMINGTON MN 55431 7522065 false X WWW.MNCPA.ORG X 1904 MN THE PURPOSE OF THE MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS IS TO ELEVATE MEMBERS' IMPACT BY FOSTERING INTEGRITY, PROFESSIONAL GROWTH, AND CONNECTION, WHILE ADVCOCATING FOR THE PROFESSION. 16 16 32 867 85408 0 5631623 5445254 266256 308830 192650 180935 6090529 5935019 0 0 3073766 2672777 0 0 3189475 2992475 6263241 5665252 -172712 269767 10458072 10731870 3672931 3640019 6785141 7091851 X THE PURPOSE OF THE SOCIETY IS TO ELEVATE MEMBERS' IMPACT BY FOSTERING INTEGRITY, PROFESSIONAL GROWTH, AND CONNECTION, WHILE ADVOCATING FOR THE PROFESSION. false false EDUCATIONAL ACTIVITIES ENABLE MEMBERS AND NONMEMBERS TO MEET REGULATORY REQUIREMENTS, ENHANCE PERSONAL DEVELOPMENT, AND INCREASE KNOWLEDGE TO MEET THE NEEDS OF THE FINANCIAL AND BUSINESS COMMUNITY. ACTIVITIES INCLUDE LIVE SEMINARS, CONFERENCES, WEBINARS, AND ONSITE EDUCATION AND SALE OF SELF- STUDY PRODUCTS. MEMBERSHIP ACTIVITIES PROVIDED MORE THAN 7500 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 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 DELEGATION 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 false false true false false false false false false false false false false false true true false false true 62 0 true 32 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 AN 40.00 X 231103 0 50457 FAYE HAYHURST DIR. OF FINA 40.00 X 153826 0 26714 LYNN KLETSCHER DIR. OF EDUC 40.00 X 146319 0 14843 GENO FRAGNITO DIR. OF GOVE 40.00 X 144317 0 28061 STEPHANIE SCHMIDT DIR OF MEMB 40.00 X 124021 0 29639 MISTY GARRICK DIGITAL MANA 40.00 X 114462 0 19067 DAVID MASTEL IT MANAGER 40.00 X 104140 0 33155 WARREN BOSTROM CHAIR 2.00 X X 2000 0 0 ERIC O'LINK CHAIR ELECT 2.00 X X 0 0 0 SHAUNA ZWART VICE CHAIR 2.00 X X 0 0 0 KARA HANSON TREASURER 2.00 X X 0 0 0 SARA DEROO SECRETARY 2.00 X X 0 0 0 ROBERT CEDERGREN PAST CHAIR 2.00 X 0 0 0 ANN BRADER DIRECTOR 2.00 X 0 0 0 DAVID BRAUER DIRECTOR 2.00 X 0 0 0 CRAIG CHILCOTE DIRECTOR 2.00 X 0 0 0 JERRY LEE DIRECTOR 2.00 X 0 0 0 TREVOR LONG DIRECTOR 2.00 X 0 0 0 LISA MILLER DIRECTOR 2.00 X 0 0 0 BEN SCHLAUDERAFF DIRECTOR 2.00 X 0 0 0 MATT SVENDSEN DIRECTOR 2.00 X 0 0 0 JEN TINGLEY DIRECTOR 2.00 X 0 0 0 CINDY WRECZA DIRECTOR 2.00 X 0 0 0 1020188 201936 7 false true false SURGENT MCCOY 237 LANCASTER AVE DEVON PA 19333 EDUCATION 233118 BUSINESS PROFESSIONALS NETWORK PO BOX 250703 PLANO TX 750250703 EDUCATION 115775 KELBER CATERING 1301 2ND AVE S MINNEAPOLIS MN 55403 CATERING 115067 VISIONS 8801 WYOMING AVE N BROOKLYN PARK MN 55445 PRINTING 111736 4 EDUCATION PROGRAMS 611600 2949139 2949139 MEMBERSHIP DUES 541900 2215453 2215453 PROFESSIONAL STANDARDS 541900 188000 188000 MEMBERSHIP PROGRAMS 611600 92662 92662 5445254 246589 246589 35737 34913 824 824 824 1614374 1552133 62241 62241 62241 FOOTNOTE ADVERTISING 511190 155048 70464 84584 MISCELLANEOUS INCOME 900099 25063 25063 180111 5935019 5515718 85408 333893 454173 3000 1740271 127091 188612 159630 27500 45010 27807 9966 56298 245248 292610 21584 38994 217773 21105 EDUCATION PROGRAMS 1374118 OTHER PROGRAM EXPENSE 388241 CREDIT CARD PROCESSING 116090 FOOTNOTE ADVERTISING COST 66315 43816 5665252 0 0 0 469447 452431 2337221 1908178 35628 66531 165634 152976 2027472 1195349 1046422 832123 5318197 6354533 1085523 965098 10458072 10731870 418836 341094 1711584 1914323 1542511 1384602 3672931 3640019 X 6785141 7091851 6785141 7091851 10458072 10731870 269767 36943 X false true X true false false false true 2215453 115135 46034 161169 155082 6087 606885 191932 414953 585670 404462 181208 834917 598955 235962 832123 RIGHT OF USE ASSET 965098 965098 OPERATING LEASE LIABILITY 1384602 1384602 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. X false false false LINDA WEDUL PRESIDENT AND CEO 227962 3141 28116 22341 281560 FAYE HAYHURST DIR. OF FINANCE 151070 2756 15373 11341 180540 LYNN KLETSCHER DIR. OF EDUCATION 144049 2270 14243 600 161162 GENO FRAGNITO DIR. OF GOVERNMENT 142789 1528 14880 13181 172378 STEPHANIE SCHMIDT DIR OF MEMB AND MKTG 122188 1833 13047 16592 153660 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 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 DELEGATION 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 THREE MEMBERSHIP CATEGORIES, CPA MEMBERS,ASSOCIATE (NON-CPA) MEMBERS AND STUDENT 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