2019-12-09T16:13:04-06:00 2019-06-30 411360831 OLSEN THIELEN & CO LTD 2675 LONG LAKE ROAD ST PAUL MN 55113 990 2018-07-01 300238807 NORTHSIDE ACHIEVEMENT ZONE NORT 6125214405 2123 W BROADWAY AVE NO 100 MINNEAPOLIS MN 55411 SONDRA SAMUELS CEO & PRESIDENT 6125214405 2019-11-20 1 LINDA M NELSON CPA P00205567 6514834521 50.201.188.58 2019-11-20 16:09:29 CS P 2D01729D86A688DE189CC346F3BB4FC7E1DDC615 DE40E4B61215EC9D79336490C1DE0CFB4BF8ABD8 2018 2020-04-17 16:48:07Z SONDRA SAMUELS 2123 W BROADWAY AVE NO 100 MINNEAPOLIS MN 55411 12269091 0 X WWW.NORTHSIDEACHIEVEMENT.ORG X 2004 MN THE MISSION OF THE NORTHSIDE ACHIEVEMENT ZONE (NAZ) IS TO END MULTI-GENERATIONAL POVERTY IN NORTH MINNEAPOLIS BY BUILDING A CULTURE OF ACHIEVEMENT WHERE ALL LOW-INCOME CHILDREN OF COLOR GRADUATE HIGH SCHOOL COLLEGE AND CAREER-READY. WE ACCOMPLISH THIS THROUGH OUR RESULTS-DRIVEN COLLABORATION WITH PARENTS, COMMUNITY ORGANIZATIONS AND SCHOOLS. 26 26 86 120 0 0 11481324 7421583 0 0 65905 199187 -98240 -96576 11448989 7524194 12000 9000 0 0 5293327 4797911 0 0 887401 4963106 5938517 10268433 10745428 1180556 -3221234 15189687 12507519 853568 1067778 14336119 11439741 X THE MISSION OF NAZ IS BOLD: TO END MULTI-GENERATIONAL POVERTY IN NORTH MINNEAPOLIS BY BUILDING A CULTURE OF ACHIEVEMENT WHERE ALL LOW-INCOME CHILDREN OF COLOR GRADUATE HIGH SCHOOL COLLEGE AND CAREER-READY. WE ACCOMPLISH THIS THROUGH A RESULTS-DRIVEN COLLABORATION WITH PARENTS, COMMUNITY ORGANIZATIONS AND SCHOOLS AND ENVISION A PROSPEROUS NORTH MINNEAPOLIS - WHERE ALL CHILDREN OF COLOR ARE HEALTHY, SECURE, AND ACADEMICALLY SUCCESSFUL, ULTIMATELY REALIZING THEIR UNLIMITED POTENTIAL. WE USE A TWO-GENERATION APPROACH WITH PARENTS AND SCHOLARS (WE CALL ALL OUR CHILDREN SCHOLARS) TO ELIMINATE GENERATIONAL POVERTY AND RACIAL DISPARITIES ON THE NORTHSIDE. 0 0 8722711 9000 NORTHSIDE ACHIEVEMENT ZONE (NAZ) WAS LAUNCHED IN 2008 WHEN A GROUP OF MULTI-SECTOR NORTHSIDE LEADERS AND NEIGHBORS - TIRED OF OUR FAILURE TO SEE LASTING COMMUNITY PROGRESS AND TRANSFORMATION - DECIDED ONCE AND FOR ALL TO WORK TOGETHER AS ONE SYSTEM OF SUPPORT FOR LOW-INCOME FAMILIES OF COLOR SO THEY COULD LIFT THEMSELVES OUT OF POVERTY AND PUT THEIR CHILDREN ON A PATH TO COLLEGE AND/OR CAREER.THE NAZ COLLABORATIVE SPENT YEARS BUILDING A MODEL OF WRAPAROUND SUPPORTS IN EARLY CHILDHOOD EDUCATION, PARENTING EDUCATION, HOUSING, HEALTH, AND CAREER FOR THE NORTHSIDE FAMILIES WHO NEEDED IT MOST. IN 2011, WE RECEIVED A 5-YEAR $28 MILLION INVESTMENT FROM THE FEDERAL GOVERNMENT TO SCALE UP OUR WORK AS A PROMISE NEIGHBORHOOD. TODAY, NAZ IS THE "BACKBONE" OF AN ECOSYSTEM OF 40+ SCHOOLS AND NONPROFIT PARTNERS THAT PROVIDE A CONTINUUM OF CRADLE-TO-CAREER WHOLE FAMILY SUPPORT FOR MORE THAN 1,000 FAMILIES AND 2,200 CHILDREN. NAZ SERVES THE COMMUNITY AS AN ENGINE OF HOPE, OPPORTUNITY, AND CHANGE IN THE TOUGHEST OF NEIGHBORHOODS, WORKING INTENTIONALLY TO MOVE MINNESOTA FROM WORST TO FIRST IN ERADICATING OPPORTUNITY GAPS. DEMOGRAPHICS: - 79% OF FAMILIES AND SCHOLARS ENROLLED ARE AFRICAN AMERICAN- 98% ARE PEOPLE OF COLOR- 73% HAVE HOUSEHOLD INCOMES OF LESS THAN $30,000- 13% HAVE HOUSEHOLD INCOMES BETWEEN $30,000-$49,999- 25% FACE HOMELESSNESS OR HIGH MOBILITYPROGRAMMING:NAZ WORKS IN COMMUNITY AND IN PARTNERSHIP THROUGH ITS COLLABORATIVE IN A CONTINUOUS IMPROVEMENT PROCESS. WITH EVERY NEW YEAR WE RECALIBRATE OUR STRATEGIES BASED ON FEEDBACK FROM COACHES, STAFF AND PARTNERS, RESULTS FROM PARTICIPANTS, AND VIA ASSESSMENT OF PROJECTED VERSUS ACTUAL SERVICE GOALS. WE SCALE AND REFINE STRATEGIES THAT ARE SUCCESSFUL AND DISCARD THOSE ARE NOT, USING OUR LEARNINGS TO INFORM NEW APPROACHES THAT MAY BE MORE EFFECTIVE.AS A RESPONSIVE ORGANIZATION WE ARE CONTINUOUSLY IMPROVING UPON THE DELIVERY OF SERVICE, BUT OUR VALUES BEHIND THOSE STRATEGIES REMAIN CONSISTENT. NAZ BELIEVES STRONGLY IN UTILIZING A HIGH-TOUCH PROCESS THAT BUILDS A CULTURE OF ACHIEVEMENT VIA A TWO-GENERATION FRAMEWORK:- NAZ WORKS IN AND WITH PREK-12 PARTNER SCHOOLS TO PROVIDE ACADEMIC COACHING AND DEVELOPMENTAL SUPPORTS TO OUR SCHOLARS DURING AND OUTSIDE OF SCHOOL FROM BIRTH ONWARD. - NAZ STABILIZES SCHOLAR HOME LIFE BY 1) COACHING PARENTS TO DEVELOP FAMILY ACHIEVEMENT PLANS AS MOTIVATION TO SUPPORT ACADEMIC ACHIEVEMENT AND 2) WORKING WITH PARENTS TO ADDRESS HOUSING, CAREER, AND OTHER NEEDS. - NAZ WORKS COLLECTIVELY WITH COMMUNITY PARTNERS FOR GREATER IMPACT, INCLUDING ADDRESSING HISTORICAL AND RACIAL BIAS THROUGH A TRAUMA-INFORMED LENS.- NAZ PROVIDES THE STAFFING INFRASTRUCTURE FOR PARENT GOAL ATTAINMENT, MAINTAINS A SHARED DATABASE, AND LEADS THE COLLABORATIVE'S CONTINUOUS INNOVATION PROCESS AS AN EQUAL WITH OUR PARTNERS.IMPACT:EACH TIME FAMILIES SET AND ACHIEVE ACADEMIC GOALS WITH THEIR CHILDREN, SUCCEED IN SCHOOL OR WORK, AND STEP INTO LEADERSHIP POSITIONS FOR IMPROVED EDUCATIONAL OPPORTUNITIES FOR THEIR SCHOLARS, WE KNOW THAT CHANGES IN BEHAVIOR ARE TAKING PLACE. THESE INCREMENTAL SHIFTS BRING US CLOSER TO OUR ULTIMATE GOAL OF NARROWING AND EVENTUALLY ELIMINATING THE GAPS IN EDUCATION,EMPLOYMENT, SAFETY, AND HOUSING, AMONG OTHERS, THAT DISPROPORTIONATELY IMPACT NORTH MINNEAPOLIS FAMILIES.IN GRADES 6-8, WE SEE A CONSISTENT, GRADUAL TREND UPWARDS. PROGRESS CONTINUES THROUGH THE SUPPORT OF THE NAZ LAYERED APPROACH. AS OF THE 2017-18 SCHOOL YEAR:- 48% OF NAZ SCHOLARS ASSESSED AS LIKELY TO BE KINDERGARTEN-READY AS DEFINED BY THE EARLY FAST ASSESSMENT COMPARED TO ONLY 31% OF SCHOLARS NOT ENROLLED IN A NAZ EARLY CHILDHOOD PARTNER PROGRAM.- 28% OF SCHOLARS IN NAZ ACADEMIC STRATEGIES WERE PROFICIENT IN READING IN GRADES 3-8 COMPARED TO ONLY 14% OF THE SCHOLARS WITH ONLY A NAZ COACH.- 29% OF SCHOLARS IN NAZ ACADEMIC STRATEGIES WERE PROFICIENT IN MATH IN GRADES 3-8 COMPARED TO ONLY 10% WHO ONLY HAD A NAZ COACH. ANNUALLY, NAZ SERVES 1,000 FAMILIES AND 2,200 SCHOLARS. OF THESE WE CAN REPORT THE FOLLOWING SERVICE STATISTICS:- 767 FAMILIES WORKING WITH NAZ COACHES THROUGH FAMILY ACHIEVEMENT PLANNING- 74 PARENT GRADUATES OF FAMILY ACADEMY PARENTING CLASSES- 308 CHILDREN ENROLLED IN NAZ SUPPORTED EARLY CHILDHOOD LEARNING CENTERS- 605 SCHOLARS WITH SCHOLAR ACHIEVEMENT COACHING PLANS- 687 SCHOLARS ENROLLED IN NAZ SUPPORTED OUT OF SCHOOL PROGRAMMING- 145 FAMILIES RECEIVING SUPPORT FOR HOUSING STABILITY- 136 FAMILIES RECEIVING SUPPORT IN CAREER PLANNING- 245 FAMILIES RECEIVING SUPPORT IN FINANCIAL PLANNING 8722711 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 42 0 1 86 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X ORGANIZATION 6125214405 2123 W BROADWAY AVE SUITE 100 MINNEAPOLIS MN 55411 KAREN KELLEY-ARIWOOLA BOARD CHAIR, DIRECTOR 1.00 X X 0 0 0 PETER KELLENBERGER TREASURER, DIRECTOR 2.00 X X 0 0 0 DEB BURKE DIRECTOR 1.00 X 0 0 0 MICHAEL CIRESI DIRECTOR 1.00 X 0 0 0 KIM ELLISON DIRECTOR 1.00 X 0 0 0 KAREN GRABOW DIRECTOR 1.00 X 0 0 0 DAVID HOUGH DIRECTOR 1.00 X 0 0 0 TOM BORMAN DIRECTOR 1.00 X 0 0 0 MICHELLE WALKER DIRECTOR 1.00 X 0 0 0 ANN MASTEN DIRECTOR 1.00 X 0 0 0 TAWANNA BLACK DIRECTOR 1.00 X 0 0 0 PATTY MURPHY DIRECTOR 1.00 X 0 0 0 KIM NELSON DIRECTOR 1.00 X 0 0 0 MICHAEL O'CONNELL DIRECTOR 1.00 X 0 0 0 ART ROLNICK DIRECTOR 1.00 X 0 0 0 R T RYBAK DIRECTOR 1.00 X 0 0 0 CHAD SCHWITTERS DIRECTOR 1.00 X 0 0 0 BRIAN TAYLOR DIRECTOR 1.00 X 0 0 0 ANNE LONG DIRECTOR 1.00 X 0 0 0 KENNETH CHARLES DIRECTOR 1.00 X 0 0 0 MAYOR JACOB FREY DIRECTOR 1.00 X 0 0 0 TIM MANNING DIRECTOR 1.00 X 0 0 0 GEOFF MARTHA DIRECTOR 1.00 X 0 0 0 KAREN WILSON-THISSEN DIRECTOR 1.00 X 0 0 0 EARL ELLIS DIRECTOR 1.00 X 0 0 0 ANNIE GILLETTE CLEVELAND DIRECTOR 1.00 X 0 0 0 DIANNE HAULCY DIRECTOR 1.00 X 0 0 0 RASHEDA JENKINS DIRECTOR 1.00 X 0 0 0 MIESHA LEWIS DIRECTOR 1.00 X 0 0 0 SONDRA SAMUELS PRESIDENT & CEO 40.00 X 158336 0 15871 MICHELLE MARTIN CHIEF OPERATING OFFICER 40.00 X 141202 0 19371 DAVID DEVINE SENIOR FINANCE DIRECTOR 40.00 X 107782 0 14418 ALYSHA PRICE VICE PRESIDENT, PROGRAMS & IMPACT 40.00 X 102133 0 15338 MICHELLE EDGERTON CHIEF ADVANCEMENT OFFICER 40.00 X 126410 0 21631 635863 0 86629 5 0 1 0 THINK SMALL 10 YORKTON COURT ST PAUL MN 55117 PROVIDED SCHOLARSHIPS TO NAZ SCHOLARS 1230699 PLYMOUTH CHRISTIAN YOUTH CENTER 2210 OLIVER AVENUE NORTH MINNEAPOLIS MN 55411 EDUCATED NAZ SCHOLARS AFTER SCHOOL & SUM 814000 KWANZAA COMMUNITY CHURCH 3700 BRYANT AVENUE NORTH MINNEAPOLIS MN 55412 PROVIDED YOUTH ENRICHMENT TEACHING STAFF 474346 YMCA OF THE TWIN CITIES 807 27TH AVE N MINNEAPOLIS MN 55411 EDUCATED NAZ SCHOLARS AFTER SCHOOL & SUM 349001 WILDER RESEARCH 451 LEXINGTON PARKWAY N ST PAUL MN 55104 PROVIDED EVALUATION & ASSESSMENT SERVICE 205451 5 392366 1702038 5327179 7421583 276053 276053 4566492 4643358 -76866 -76866 -76866 0 392366 101539 -101539 -101539 MISCELLANEOUS 900099 4963 4963 4963 7524194 4963 0 97648 9000 9000 517608 387494 72493 57621 3265261 2440824 450224 374213 64635 49095 10435 5105 677379 514516 109361 53502 273028 207384 44079 21565 17850 17850 859119 779510 27358 52251 12135 12135 45421 18982 16454 9985 477634 322266 92700 62668 137471 16020 35318 86133 3076 1773 1029 274 31093 17917 10403 2773 PARTNER CONTRACTS 4056008 3605259 209087 241662 EVALUATION SERVICES 206700 183730 10655 12315 PROGRAM EXPENSES 151086 151086 STAFF TRAINING & DEVELO 26189 16821 8784 584 -85265 1034 6951 -93250 10745428 8722711 1135316 887401 3117575 1808424 5624804 3842732 86229 64479 146090 136431 10635 9659 6348904 6780685 1540 1540 15189687 12507519 853568 1067778 853568 1067778 X 5430464 5430464 8905655 6009277 14336119 11439741 15189687 12507519 -3221234 324856 0 X X 0 1 X 1 1 1 X 4148475 16374657 14981687 11481324 7421583 54407726 4148475 16374657 14981687 11481324 7421583 54407726 12718300 41689426 1097 2443 2864 123871 276053 406328 59887 24017 12200 1864 4963 102931 54916985 600 0.75910 0.80270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2014 AMOUNT: $ 59,887. 2015 AMOUNT: $ 24,017. 2016 AMOUNT: $ 12,200. 2017 AMOUNT: $ 1,864. 2018 AMOUNT: $ 4,963. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 146090 136431 9659 9659 X 7960147 324856 9558 334414 7625733 -101539 -101539 7524194 10856525 9558 101539 111097 10745428 0 10745428 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 -101,539. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENT 101,539. X X X 1 HANSEN HENLEY YODER & LAMB 8400 NORMANDALE LAKE BLVD 920 MINNEAPOLIS MN 55437 CONSULTING RE INVESTMENT CAMPAIGN STRATEGY 0 0 145500 0 TIKKUN GRANT ADVANCEMENT 4841 DREW AVENUE SOUTH MINNEAPOLIS MN 55410 GRANT WRITING 0 0 86035 0 231535 MN ONE FUTURE LUNCHEON 392366 392366 66921 34618 392366 392366 66921 34618 101539 -101539 1 COLLEGE SCHOLARSHIPS 3 9000 PART I, LINE 2: SAUNDERS SCHOLARS ARE CHOSEN BASED ON BEING ENROLLED IN NAZ, HAVING A FAMILY ACHIEVEMENT COACH FOR AT LEAST A YEAR, HAVING A GPA ABOVE 2.0, FILLED OUT THE FAFSA AND OBTAINED A LETTER OF RECOMMENDATION FROM THEIR COACH OR SCHOOL. X X 0 0 0 0 0 0 0 0 0 SONDRA SAMUELS PRESIDENT & CEO 158336 0 0 0 0 0 4907 0 10964 0 174207 0 0 0 MICHELLE MARTIN CHIEF OPERATING OFFICER 141202 0 0 0 0 0 4194 0 15177 0 160573 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 XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.