2017-11-15T13:02:10-06:00 2017-06-30 411360831 OLSEN THIELEN & CO LTD 2675 LONG LAKE ROAD ST PAUL MN 55113 990 2016-07-01 300238807 NORTHSIDE ACHIEVEMENT ZONE NORT 6125214405 2123 W BROADWAY AVE NO 100 MINNEAPOLIS MN 55411 SONDRA SAMUELS CEO 6125214405 2017-11-15 1 LINDA M NELSON CPA P00205567 6514834521 66.162.54.114 2017-11-15 09:54:25 CS P 2B5040D0812615984C02F38196859F8829C82E66 A44307C4F01B9CE862519690B183D53CD1B3D2E6 2016 2017-02-10 21:41:12Z SONDRA SAMUELS 2123 W BROADWAY AVE NO 100 MINNEAPOLIS MN 55411 14996751 0 X WWW.NORTHSIDEACHIEVEMENT.ORG X 2004 MN THE NORTHSIDE ACHIEVEMENT ZONE (NAZ) IS A COLLABORATION OF ORGANIZATIONS AND SCHOOLS PARTNERING WITH FAMILIES IN NORTH MINNEAPOLIS TO PREPARE CHILDREN TO GRADUATE FROM HIGH SCHOOL READY FOR COLLEGE. 23 23 102 100 0 0 16374657 14981687 0 0 2443 2864 -38235 -68887 16338865 14915664 0 12000 0 0 5398602 5480318 0 0 941196 4445399 4518016 9844001 10010334 6494864 4905330 8885561 13887535 511474 608118 8374087 13279417 X NAZ IS A COLLABORATION OF MORE THAN 40 ORGANIZATIONS AND SCHOOLS PARTNERING WITH FAMILIES IN NORTH MINNEAPOLIS TO PREPARE CHILDREN TO GRADUATE FROM HIGH SCHOOL READY FOR COLLEGE. WE USE A TWO-GENERATION APPROACH, WORKING WITH CHILDREN AND PARENTS AT THE SAME TIME TO SUPPORT THEIR PARALLEL GOALS. AT THE TIME OF ITS INCEPTION, NAZ WAS BUILT ON THREE PILLARS:PILLAR ONE, PARTNERING WITH FAMILIES: FAMILIES PARTNER WITH A FAMILY ACHIEVEMENT COACH TO CONNECT TO RESOURCES WITHIN OUR ECOSYSTEM OF SUPPORT. PILLAR TWO, EDUCATION PIPELINE: THE EDUCATION PIPELINE INCLUDES EARLY LEARNING OPPORTUNITIES, EFFECTIVE K-12 SCHOOLS AND DIRECT SUPPORT FOR STUDENTS, ACADEMIC-FOCUSED AFTER SCHOOL AND SUMMER EXPANDED LEARNING, MENTORING, AND COLLEGES FOCUSED ON PREPARING AND SUPPORTING STUDENTS IN HIGH SCHOOL FOR COLLEGE SUCCESS. PILLAR THREE, WHOLE FAMILY SUPPORT: OUR WHOLE FAMILY SUPPORT IS FOCUSED IN THE AREAS OF HOUSING, HEALTH (PHYSICAL AND BEHAVIORAL), AND CAREER AND FINANCE. 0 0 2457192 0 0 PARTNERING WITH FAMILIES: FAMILIES PARTNER WITH A FAMILY ACHIEVEMENT COACH TO CONNECT TO RESOURCES WITHIN OUR ECOSYSTEM OF SUPPORT. IN FY17, WE WORKED WITH 966 FAMILIES AND 2,105 CHILDREN, PRIMARILY IN THE ZONE. ABOUT 97 PERCENT WERE PEOPLE OF COLOR (79 PERCENT OF ENROLLED INDIVIDUALS WERE AFRICAN AMERICAN OR BLACK, 7 PERCENT HISPANIC, 5 PERCENT MULTI-RACIAL, 5 PERCENT ASIAN, AND 1 PERCENT NATIVE AMERICAN). 43 PERCENT OF NAZ ENROLLED FAMILIES IN 2016 EARNED LESS THAN $10,000 PER YEAR, AND 73 PERCENT EARNED LESS THAN $20,000 PER YEAR. THE VAST MAJORITY OF OUR FAMILIES ARE HEADED BY A SINGLE PARENT. AS OUR WORK HAS SCALED UP, REACHING MORE FAMILIES AND WORKING TOWARD OUR GOAL OF COMMUNITY-WIDE CHANGE, WE ARE EXPANDING OUR REACH BEYOND THE 13X18 BLOCK AREA OF THE ZONE TO INCLUDE ALL OF NORTH MINNEAPOLIS. FOR CURRENT EVALUATIVE PURPOSES, WE USE THE ZONE AS A BASIS FOR COMPARISON, THOUGH THESE MEASURES MAY CHANGE. 4070430 12000 0 EDUCATION PIPELINE: THE EDUCATION PIPELINE INCLUDES EARLY LEARNING OPPORTUNITIES, EFFECTIVE K-12 SCHOOLS AND DIRECT SUPPORT FOR STUDENTS, ACADEMIC-FOCUSED AFTER SCHOOL AND SUMMER EXPANDED LEARNING, MENTORING, AND COLLEGES FOCUSED ON PREPARING AND SUPPORTING STUDENTS IN HIGH SCHOOL FOR COLLEGE SUCCESS.WE SEE CLEARLY THAT ALIGNMENT OF SUPPORT ACROSS MANY SECTORS ALLOWS US TO BE EFFECTIVE, FOR BOTH CHILDREN AND PARENTS. IN 2016, WE SAW THAT A COMBINATION OF AFTER SCHOOL AND SUMMER EXPANDED LEARNING SHOWS THE GREATEST GROWTH IN READING FOR NAZ SCHOLARS, 24% OF WHOM ARE PROFICIENT COMPARED TO 8% FOR THOSE NOT PARTICIPATING IN EXPANDED LEARNING. LIKEWISE, 35% OF NAZ SCHOLARS PARTICIPATING IN OUT OF SCHOOL TIME ARE PROFICIENT IN MATH COMPARED TO 14% OF THOSE SCHOLARS NOT PARTICIPATING IN EXPANDED LEARNING. ADDITIONALLY, PARENTS ENROLLED IN PARENT EDUCATION CLASSES HAD HIGHER RATES OF ACCOMPLISHING ADDITIONAL GOALS WHILE GRADUATING PARENTS COMPLETED EDUCATION GOALS FOR THEIR KIDS AT TWICE THE RATE OF THOSE WHO DID NOT ATTEND.SCHOLARS OF NAZ-ENROLLED FAMILIES ATTENDING THE NAZ PARTNER EARLY LEARNING CENTERS ARE PREPARED FOR KINDERGARTEN. KINDERGARTEN READINESS SCREENINGS INDICATE 100% OF NAZ SCHOLARS AT NEW HORIZON AND NORTHSIDE CHILD DEVELOPMENT (NCDC) ARE READY FOR KINDERGARTEN. AT THE OTHER TWO NAZ PARTNER EARLY LEARNING CENTERS, THE FAMILY PARTNERSHIP AND LA CRECHE, 85% AND 98%, RESPECTIVELY, OF NAZ SCHOLARS ARE READY FOR KINDERGARTEN. WE PREDICT THAT GAINS IN EARLY LEARNING WILL LEAD TO LONG-TERM POSITIVE OUTCOMES AMONG NAZ SCHOLARS.FINALLY, AS WE LEARN TO COLLABORATE MORE EFFECTIVELY AND REFINE OUR STRATEGIES WITHIN PARTNER SCHOOLS, WE FIND INCREASED READING PROFICIENCY. THOSE ENROLLED AT SCHOOLS WITH THE HIGHEST NAZ INTEGRATION, INCLUDING CO- LOCATED STAFF SEAMLESSLY WORKING WITH SCHOOL STAFF AND GROWING PARENT ENGAGEMENT, DEMONSTRATE THE HIGHEST READING PROFICIENCY AMONG NAZ SCHOLARS. IN THESE SCHOOLS LAYERED SUPPORT IS LIFE CHANGING, IN ONE CASE REVERSING THE TRAJECTORY OF A THIRD GRADE STUDENT FROM EXPULSION TO EXCELLING IN SCHOOL.WE CONTINUE TO SHARE WHAT WE'VE LEARNED THROUGH RESULTS NAZ, MONTHLY ROUNDTABLE DISCUSSIONS AND ANALYSIS OF DATA TO INFORM IMPROVED STRATEGIES, THROUGH OUR DAILY WORK, AND ON OUR WEBSITE AT HTTP://NORTHSIDEACHIEVEMENT.ORG/HOW- WERE- DOING/RESULTS/. 1261104 0 0 WHOLE FAMILY SUPPORT: OUR WHOLE FAMILY SUPPORT IS FOCUSED IN THE AREAS OF HOUSING, HEALTH (PHYSICAL AND BEHAVIORAL), AND CAREER AND FINANCE. WE ALSO OFFER PARENT EDUCATION CLASSES THROUGH OUR FAMILY ACADEMY AND PROVIDE LEADERSHIP OPPORTUNITIES FOR PARENTS. WHOLE FAMILY SUPPORT CONNECTS FAMILIES TO RESOURCES TO HELP THEM THRIVE AND PROVIDE THE STABILITY STUDENTS NEED TO SHOW UP TO SCHOOL READY TO LEARN. NAZ IS ACHIEVING UNPRECEDENTED RESULTS IN NORTH MINNEAPOLIS BY USING A MODEL OF LAYERED, REINFORCING, WHOLE-FAMILY SOLUTIONS TO CLOSE THE ACHIEVEMENT GAP IN OUR COMMUNITY. FOR EXAMPLE, 27% OF SCHOLARS IN GRADES 3-5 WITH THREE LAYERS OF SUPPORT, SPECIFICALLY ENROLLED IN NAZ WITH A FAMILY COACH ENROLLED IN AN ANCHOR SCHOOL AND ATTEND NAZ AFTER-SCHOOL PROGRAMMING, HAVE HIGHER THAN AVERAGE GROWTH IN READING. AT NELLIE STONE JOHNSON SCHOOL, WHERE WE'VE PROVIDED SUPPORT FOR STUDENTS WHO ARE THE FURTHEST BEHIND, DATA FROM THE 2015-2016 SCHOOL YEAR SHOWED THAT NAZ-ENROLLED STUDENTS HAD A READING PROFICIENCY RATE OF 29%, COMPARED TO JUST 6% AMONG STUDENTS AT THE SCHOOL WHO LIVE IN THE ZONE BUT ARE NOT ENROLLED IN NAZ. SIMILAR RESULTS ARE EVIDENT FOR MATH AT NELLIE STONE JOHNSON FOR 2015-2016 SCHOOL YEAR WITH 51% OF NAZ SCHOLARS PROFICIENT IN MATH COMPARED TO 29% OF STUDENTS AT THE SCHOOL WHO LIVE IN THE ZONE BUT ARE NOT IN NAZ. ADDITIONALLY, DURING FISCAL YEAR 2017:121 PARENTS GRADUATED FROM FAMILY ACADEMY CLASSES. 596 SCHOLARS ARE GETTING MENTORED AND COACHED BY ADULTS.94 SCHOLARS WERE CONNECTED WITH HEALTH ACCESS SPECIALISTS AND 29% RECEIVED REFERRALS FOR BEHAVIORAL HEALTH SUPPORT.596 CHILDREN WORKED WITH AN ACADEMIC COACH. 175 CHILDREN WITHIN 55 FAMILIES WERE SUPPORTED TO STABILIZE HOUSING AND 55 EXPERIENCED A HOUSING STABILIZATION EVENT.402 PARENTS SET CAREER GOALS; 81 SECURED OR IMPROVED EMPLOYMENT. 778 CHILDREN PARTICIPATED IN AFTER-SCHOOL AND SUMMER EXPANDED LEARNING PROGRAMS. 209 CHILDREN WERE ENROLLED IN HIGH-QUALITY EARLY LEARNING CENTERS. 7788726 1 1 0 1 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 49 0 1 102 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X DAVID DEVINE 6125948295 2123 W BROADWAY AVE SUITE 100 MINNEAPOLIS MN 55411 FRANK FORSBERG BOARD CHAIR 4.00 X X 0 0 0 PETER KELLENBERGER TREASURER 1.00 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 BETSY HODGES DIRECTOR 1.00 X 0 0 0 DAVID HOUGH DIRECTOR 1.00 X 0 0 0 TOM BORMAN DIRECTOR (BEG. MAY 2017) 1.00 X 0 0 0 ANNE LONG DIRECTOR 1.00 X 0 0 0 MICHELLE WALKER DIRECTOR (BEG. MAY 2017) 1.00 X 0 0 0 ANN MASTEN DIRECTOR 1.00 X 0 0 0 TAWANNA BLACK DIRECTOR (BEG. MAY 2017) 1.00 X 0 0 0 CORA MCCORVEY DIRECTOR 1.00 X 0 0 0 PATTY MURPHY DIRECTOR 1.00 X 0 0 0 CALAHENA MERRICK DIRECTOR 1.00 X 0 0 0 TAYA MORGAN 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 SONDRA SAMUELS PRESIDENT & CEO 40.00 X 145398 0 18573 MICHELLE MARTIN CHIEF OPERATING OFFICER 40.00 X 131207 0 20970 DAVID DEVINE SENIOR FINANCE DIRECTOR 40.00 X 100873 0 17238 377478 0 56781 3 0 1 0 PLYMOUTH CHRISTIAN YOUTH CENTER 2210 OLIVER AVENUE NORTH MINNEAPOLIS MN 55411 EXPANDED LEARNING PROGRAM 825000 KWANZAA COMMUNITY CHURCH 3700 BRYANT AVENUE NORTH MINNEAPOLIS MN 55412 EXPANDED LEARNING PROGRAM 372500 YMCA OF THE TWIN CITIES 2125 E HENNEPIN AVE MINNEAPOLIS MN 55413 EXPANDED LEARNING PROGRAM 351254 AMHERST WILDER FOUNDATION 451 LEXINGTON PKWY N ST PAUL MN 55104 EVALUATION OF ZONE LEVEL RESULTS 255822 SUPPLYCORE 303 N MAIN STREET SUITE 800 ROCKFORD IL 61101 TECH MGMT OF COLLABORATIVE DATABASE 143535 9 394690 4220122 10366875 14981687 2864 2864 0 394690 81087 -81087 -81087 MISCELLANEOUS 900099 12200 12200 12200 14915664 12200 0 -78223 12000 12000 434260 326945 54679 52636 3727695 2800881 457527 469287 103057 78625 15151 9281 915770 698665 134631 82474 299536 228524 44036 26976 26046 26046 21000 21000 28220 28220 723353 656583 25577 41193 23955 4795 19160 59680 22603 21783 15294 493198 359969 82369 50860 75207 48062 17647 9498 23660 8360 14279 1021 24290 8583 14659 1048 PARTNER CONTRACTS 2147926 1896341 133512 118073 EVALUATION SERVICES 256614 226557 15951 14106 COLLABORATION LEADERSHI 210988 186275 13115 11598 BAD DEBT EXPENSE 182289 182289 221590 198912 13047 9631 10010334 7788726 1280412 941196 1780672 8259996 1010567 1013424 5972996 4524482 91390 79467 136477 127851 28396 8626 1540 1540 8885561 13887535 511474 608118 511474 608118 X 1177247 5430464 7196840 7848953 8374087 13279417 8885561 13887535 4905330 0 X X 0 1 X 1 1 1 X 8203625 9558307 4148475 16374657 14981687 53266751 8203625 9558307 4148475 16374657 14981687 53266751 9118015 44148736 525 1395 1097 2443 2864 8324 401 8266 59887 24017 12200 104771 53379846 83709 0.82710 0.87160 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2012 AMOUNT: $ 401. 2013 AMOUNT: $ 8,266. 2014 AMOUNT: $ 59,887. 2015 AMOUNT: $ 24,017. 2016 AMOUNT: $ 12,200. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 28220 0 0 28220 0 PART II-B, LINE 1: NAZ WORKS IN COALITION WITH 4 OTHER COMMUNITIES FROM ACROSS MINNESOTA (ST. PAUL, RED WING, ST. CLOUD AND NORTHFIELD) TO ADVOCATE FOR STATE SUPPORT FOR CRADLE-TO-CAREER INITIATIVES STATEWIDE, AS A STRATEGY TO ADDRESS MINNESOTA'S OPPORTUNITY GAP IN EDUCATION. 136477 127851 8626 8626 X 15006799 10048 10048 14996751 -81087 -81087 14915664 10101469 10048 81087 91135 10010334 0 10010334 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 -81,087. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENT 81,087. X X 1 HANSEN HENLEY YODER & LAMB 8400 NORMANDALE LAKE BLVD 920 MINNEAPOLIS MN 55437 CONSULTING RE INVESTMENT CAMPAIGN STRATEGY 0 0 134456 0 KATHLEEN SCHAAF 1752 MAGNOLIA LANE NORTH PLYMOUTH MN 55441 INTERIM CHIEF ADMINISTRATIVE OFFICER 0 0 16000 0 150456 MN ONE FUTURE LUNCHEON 394690 394690 56888 1200 22999 394690 394690 56888 1200 22999 81087 -81087 1 COLLEGE SCHOLARSHIPS 4 12000 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 0 0 0 0 0 0 0 0 0 SONDRA SAMUELS PRESIDENT & CEO 145398 0 0 0 0 0 4494 0 14079 0 163971 0 0 0 MICHELLE MARTIN CHIEF OPERATING OFFICER 131207 0 0 0 0 0 3894 0 17076 0 152177 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.