HOMEOWNERSHIP PRESERVATION FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HOMEOWNERSHIP PRESERVATION FOUNDATION (EIN 52-2403507)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-28
- IRS object ID
- 201701799349300540
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-28T14:25:17-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522403507 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOMEOWNERSHIP PRESERVATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOME | BusinessNameControlTxt |
| Phone | 6122304020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7645 LYNDALE AVENUE SOUTH NO 250 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BERENBAUM | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6122304020 | PhoneNum |
| Signature | 2017-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY HENDLEY | PreparerPersonNm |
| PTIN | P01300654 | PTIN |
| Phone | 6123764500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-26 | IPDt |
| IP Tm | 09:16:13 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1FBCD4AA4D8DA69ACB92FF11632DDFE988DCF009 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D49977F1ED05145F9BC0FB6803A02A420AB7E82B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID BERENBAUM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7645 LYNDALE AVENUE SOUTH NO 250 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,026,771 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.995HOPE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE, EDUCATE, AND COUNSEL THE FINANCIALLY DISTRESSED ON HOW TO SUSTAIN HOMEOWNERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 46 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,300,508 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,519,728 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,871,730 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,465,726 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,370,951 | PYInvestmentIncomeAmt |
| CY Investment Income | -$174,256 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,563 | PYOtherRevenueAmt |
| CY Other Revenue | $58,690 | CYOtherRevenueAmt |
| PY Total Revenue | $33,556,752 | PYTotalRevenueAmt |
| CY Total Revenue | $25,869,888 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,496,477 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,182,796 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $148,280 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,075,363 | PYOtherExpensesAmt |
| CY Other Expenses | $23,993,821 | CYOtherExpensesAmt |
| PY Total Expenses | $33,571,840 | PYTotalExpensesAmt |
| CY Total Expenses | $29,176,617 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$15,088 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,306,729 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,781,539 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,562,354 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,241,854 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,641,894 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,539,685 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,920,460 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDES EDUCATION AND COUNSELING TO FINANCIALLY DISTRESSED HOMEOWNERS TO PRESERVE AND PROMOTE HOMEOWNERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,169,897 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,658,596 | RevenueAmt |
| Desc | THROUGH THE HOMEOWNER'S HOPE HOTLINE, HPF PROVIDES COMPREHENSIVE HOMEOWNER EDUCATION AND CONFIDENTIAL FORECLOSURE PREVENTION COUNSELING FOR FREE, 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS A YEAR, IN OVER 170 LANGUAGES. THROUGH COMMITTED PARTNERSHIPS WITH 4 HUD-APPROVED NONPROFIT AGENCIES, APPROXIMATELY 175 CERTIFIED HOUSING COUNSELORS SERVE THE HOMEOWNER'S HOPE HOTLINE. SINCE 2007, THE HOMEOWNER'S HOPE HOTLINE HAS RECEIVED MORE THAN 9 MILLION CALLS AND HAS COUNSELED OVER 2 MILLION HOMEOWNERS. CALLS TO THE HOMEOWNER'S HOPE HOTLINE AVERAGE ABOUT 1,100 ON A TYPICAL WEEKDAY. HOMEOWNERS RECEIVE COUNSELING AND EDUCATION IN ORDER TO MAKE DECISIONS ABOUT THEIR SPECIFIC SITUATION. THE COUNSELING PROVIDES THEM THE BEST INFORMATION TO DO WHAT IS RIGHT FOR THE HOMEOWNER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,500,525 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,773,455 | RevenueAmt |
| Desc | THE HPF MODEL FOR POST MODIFICATION COACHING DELIVERS A SCALABLE/NATIONWIDE DELIVERY MECHANISM THAT HAS THE CAPABILITY TO ADDRESS ALL CONSUMER DEBT AND SPENDING. THE COACHING AND EDUCATION OCCUR OVER SEVERAL MONTHS AND FOUR COACHING SESSIONS WITH THE HOMEOWNER. IN 2016, HPF COACHED 15,150 HOMEOWNERS HAVING PREVIOUSLY MODIFIED LOANS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,584,346 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MAKING HOMES AFFORDABLE (MHA) IS A FEDERAL PROGRAM DEVELOPED BY THE FEDERAL ADMINISTRATION TO ASSIST TROUBLED HOMEWOWNERS. HPF PROVIDES INITIAL REVIEW FOR ELIGIBILITY FOR THE MAKING HOME AFFORDABLE PROGRAMS AND HELPS DETERMINE NEXT STEPS FOR DISTRESSED HOMEOWNERS IN MORTGAGE CRISIS, PROVIDING CONNECTION TO A COUNSELOR AT A HUD APPROVED AGENCY, OR SPECIFIC ASSISTANCE REFERRALS. HOTLINE CALLS ARE ALSO TRIAGED FOR SPECIFIC NEEDS SUCH AS POTENTIAL MORTGAGE ASSISTANCE SCAMS AND MAKING HOME AFFORDABLE PROGRAM SPECIAL ASSISTANCE FOR THOSE EXPERIENCING ISSUES. HPF HAS BEEN CONTRACTED BY THE ADMINISTRATORS OF THE MAKING HOME AFFORDABLE PROGRAM TO RUN AND MANAGE THE MHA HELP TEAM. THE MHA HELP TEAM PROVIDES DISTRESSED HOMEOWNERS AN OUTLET TO ESCALATE SERVICER AND PROGRAM ISSUES WITH THE MSC SPECIALISTS FOR IMPARTIAL REVIEW AND MOVE TO WORK TO RESOLUTION WITH THE SERVICER. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,624,351 | ExpenseAmt |
| Revenue | $33,675 | RevenueAmt |
| Desc | CALL CENTER - HPF PROVIDES PRE-ELIGIBILITY SCREENING FOR THE FEDERAL ADMINISTRATION'S MAKING HOME AFFORDABLE PROGRAM. THE CALL CENTER ALSO TRIAGES CALLS, WHICH MAY RESULT IN FORECLOSURE PREVENTION COUNSELING SESSIONS.ANTI-SCAM - HPF PROVIDES A DEDICATED TEAM OF AGENTS TO COLLECT SPECIFIC INFORMATION FOR CONSUMERS WHO BELIEVE THEY MAY BE A VICTIM OF A FORECLOSURE RESCUE SCAM. PREPURCHASE COUNSELING - HPF PROVIDES HUD PREPURCHASE COUNSELING TO CONSUMERS CALLING THE HOME HOTLINE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,624,351 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $33,675 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $25,879,119 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 46 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN DUNCAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6122304020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7645 LYNDALE AVENUE SOUTH SUITE 250 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55423 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SANJEEV HANDA | ||||||||
| CHAIRPERSON | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHARON SAYLES BELTON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVE BARTLETT | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRETT BURNS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM CARR | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE DONOVAN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE A GOTTSCHALL | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS HERBERT | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PRUE LAROCCA | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JILL KANIN LOVERS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE PARADIS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF ROHR | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID BERENBAUM | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $287,066 | $0 | $4,000 | |||
| KEN DUNCAN | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $186,171 | $0 | $4,000 | |||
| KENT SCHOEN | ||||||||
| GENERAL COUNSEL | 40.00 | Yes (X) | $175,027 | $0 | $4,000 | |||
| JULIE STEINHAGEN | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $224,204 | $0 | $4,000 | Yes (X) | |||
| SCOTT HENGEL | ||||||||
| CONTROLLER | 40.00 | $162,898 | $0 | $4,000 | Yes (X) | |||
| ROD MCGINNISS | ||||||||
| SENIOR VICE PRESIDENT | 40.00 | $161,344 | $0 | $3,696 | Yes (X) | |||
| GENE SPENCER | ||||||||
| SENIOR VICE PRESIDENT | 40.00 | $218,396 | $0 | $4,000 | Yes (X) | |||
| MICHAEL SWANSON | ||||||||
| VICE PRESIDENT OF PERFORMA | 40.00 | $164,656 | $0 | $0 | Yes (X) | |||
| BARBARA CLAY | ||||||||
| SENIOR VICE PRESIDENT | 40.00 | $162,276 | $0 | $4,000 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,742,038 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $31,696 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREENPATH DEBT SOLUTIONS | |||||
| 36500 CORPORATE DRIVE | FARMINGTON HILLS | MI | 48331 | COUNSELING SERVICES | $6,089,115 |
| MONEY MANAGEMENT INTERNATIONAL | |||||
| 9009 WEST LOOP SOUTH SUITE 700 | HOUSTON | TX | 77096 | COUNSELING SERVICES | $5,863,723 |
| NAVICORE | |||||
| 225 WILLOW BROOK ROAD | FREEHOLD | NJ | 07728 | COUNSELING SERVICES | $3,235,278 |
| SPRINGBOARD NONPROFIT CONSUMER | |||||
| 4351 LATHAM STREET | RIVERSIDE | CA | 92501 | COUNSELING SERVICES | $2,758,874 |
| SYKES ENTERPRISES INC | |||||
| PO BOX 406238 | ATLANTA | GA | 30384 | CALL CENTER | $2,009,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,847,350 | GovernmentGrantsAmt |
| All Other Contributions | $6,672,378 | AllOtherContributionsAmt |
| Total Contributions | $11,519,728 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COUNSELING FEES | 522299 | $14,329,593 | $14,329,593 |
| ACTIVITY FEE - AGENCY | 522299 | $136,133 | $136,133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,465,726 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $254,117 | TotalRevenueColumnAmt |
| Exclusion | $254,117 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,728,510 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,156,883 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$428,373 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$428,373 | TotalRevenueColumnAmt |
| Exclusion | -$428,373 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $58,690 | TotalRevenueColumnAmt |
| Exclusion | $58,690 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $58,690 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,869,888 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,465,726 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$115,566 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,386 | TotalAmt |
| Program Services | $205,802 | ProgramServicesAmt |
| Management And General | $540,584 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,625,668 | TotalAmt |
| Program Services | $2,900,739 | ProgramServicesAmt |
| Management And General | $609,102 | ManagementAndGeneralAmt |
| Fundraising | $115,827 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,641 | TotalAmt |
| Program Services | $76,714 | ProgramServicesAmt |
| Management And General | $28,052 | ManagementAndGeneralAmt |
| Fundraising | $2,875 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,092 | TotalAmt |
| Program Services | $282,598 | ProgramServicesAmt |
| Management And General | $93,730 | ManagementAndGeneralAmt |
| Fundraising | $10,764 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,009 | TotalAmt |
| Program Services | $225,215 | ProgramServicesAmt |
| Management And General | $82,355 | ManagementAndGeneralAmt |
| Fundraising | $8,439 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,638 | TotalAmt |
| Management And General | $129,638 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,688 | TotalAmt |
| Management And General | $66,688 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,000 | TotalAmt |
| Management And General | $150,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,818 | TotalAmt |
| Management And General | $22,818 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,839 | TotalAmt |
| Program Services | $430,150 | ProgramServicesAmt |
| Management And General | $74,791 | ManagementAndGeneralAmt |
| Fundraising | $1,898 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,712 | TotalAmt |
| Management And General | $366,712 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824,323 | TotalAmt |
| Program Services | $710,871 | ProgramServicesAmt |
| Management And General | $113,452 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,035,370 | TotalAmt |
| Program Services | $684,875 | ProgramServicesAmt |
| Management And General | $350,495 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,439 | TotalAmt |
| Program Services | $226,234 | ProgramServicesAmt |
| Management And General | $82,728 | ManagementAndGeneralAmt |
| Fundraising | $8,477 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,562 | TotalAmt |
| Program Services | $125,824 | ProgramServicesAmt |
| Management And General | $76,738 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,587 | TotalAmt |
| Program Services | $26,198 | ProgramServicesAmt |
| Management And General | $135,389 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,427 | TotalAmt |
| Management And General | $3,427 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,526 | TotalAmt |
| Program Services | $437,924 | ProgramServicesAmt |
| Management And General | $81,602 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,120 | TotalAmt |
| Management And General | $119,120 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| COUNSELING EXPENSE | $12,689,509 | $12,689,509 |
| MHA HELP & ESCALATION | $3,374,987 | $3,374,987 |
| TRIAGE CENTER | $1,852,454 | $1,852,454 |
| FANNIE MAE EXPENSES | $952,750 | $952,750 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $698,072 | TotalAmt |
| Program Services | $676,275 | ProgramServicesAmt |
| Management And General | $21,797 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,176,617 | TotalAmt |
| Program Services | $25,879,119 | ProgramServicesAmt |
| Management And General | $3,149,218 | ManagementAndGeneralAmt |
| Fundraising | $148,280 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,010,992 | BOYAmt |
| EOY | $1,300,940 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,319 | BOYAmt |
| EOY | $1,359,753 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,333,004 | BOYAmt |
| EOY | $1,552,601 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,713,467 | BOYAmt |
| EOY | $3,608,407 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,113 | BOYAmt |
| EOY | $143,843 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,022,150 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,713,443 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $811,538 | BOYAmt |
| EOY | $1,308,707 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,831,714 | BOYAmt |
| EOY | $9,272,711 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,392 | BOYAmt |
| EOY | $15,392 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,781,539 | BOYAmt |
| EOY | $18,562,354 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,031,573 | BOYAmt |
| EOY | $4,218,358 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,281 | BOYAmt |
| EOY | $173,536 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,250,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,241,854 | BOYAmt |
| EOY | $5,641,894 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,500,263 | BOYAmt |
| EOY | $12,920,460 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,422 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,539,685 | BOYAmt |
| EOY | $12,920,460 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,781,539 | BOYAmt |
| EOY | $18,562,354 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,306,729 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $687,504 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,976,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,386,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,129,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,300,508 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,519,728 | CurrentTaxYearAmt |
| Total | $73,313,069 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,976,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,386,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,129,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,300,508 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,519,728 | CurrentTaxYearAmt |
| Total | $73,313,069 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $35,624,498 | SubstantialContributorsTotAmt |
| Public Support Total170 | $37,688,571 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $340,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $485,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $582,293 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $334,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $254,117 | CurrentTaxYearAmt |
| Total | $1,997,802 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $10,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,690 | CurrentTaxYearAmt |
| Total | $82,753 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $75,393,624 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $105,849,860 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2014 AMOUNT: $ 10,500. 2015 AMOUNT: $ 13,563. 2016 AMOUNT: $ 58,690. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $150,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $150,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $28,878,337 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $29,028,337 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,500,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $150,000 | CurrentYearAmt |
| Total | $150,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $250,000 | CurrentYearAmt |
| Total | $250,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $375,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $201,492 | OtherCostOrOtherBasisAmt |
| Depreciation | $116,767 | DepreciationAmt |
| Book Value | $84,725 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,820,658 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,596,676 | DepreciationAmt |
| Book Value | $1,223,982 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,308,707 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,534,574 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $687,504 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $687,504 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,847,070 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $22,818 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $22,818 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,869,888 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,153,799 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,153,799 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $22,818 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $22,818 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,176,617 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS ORGANIZED AS A MINNESOTA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI), AND HAS BEEN DETERMINED TO BE A PUBLIC CHARITY UNDER SECTION 509(A)(1). THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID BERENBAUM | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $241,808 | $0 | $45,000 | $0 | $258 | $0 | $0 | $0 | $4,000 | $0 | $291,066 | $0 | $0 | $0 |
| KEN DUNCAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $143,491 | $0 | $42,300 | $0 | $380 | $0 | $0 | $0 | $4,000 | $0 | $190,171 | $0 | $0 | $0 |
| KENT SCHOEN | ||||||||||||||
| GENERAL COUNSEL | $164,173 | $0 | $10,800 | $0 | $54 | $0 | $0 | $0 | $4,000 | $0 | $179,027 | $0 | $0 | $0 |
| JULIE STEINHAGEN | ||||||||||||||
| CHIEF OPERATING OFFICER | $180,914 | $0 | $43,200 | $0 | $90 | $0 | $0 | $0 | $4,000 | $0 | $228,204 | $0 | $0 | $0 |
| SCOTT HENGEL | ||||||||||||||
| CONTROLLER | $150,328 | $0 | $12,480 | $0 | $90 | $0 | $0 | $0 | $4,000 | $0 | $166,898 | $0 | $0 | $0 |
| ROD MCGINNISS | ||||||||||||||
| SENIOR VICE PRESIDENT | $149,638 | $0 | $11,310 | $0 | $396 | $0 | $0 | $0 | $3,696 | $0 | $165,040 | $0 | $0 | $0 |
| GENE SPENCER | ||||||||||||||
| SENIOR VICE PRESIDENT | $182,000 | $0 | $36,000 | $0 | $396 | $0 | $0 | $0 | $4,000 | $0 | $222,396 | $0 | $0 | $0 |
| MICHAEL SWANSON | ||||||||||||||
| VICE PRESIDENT OF PERFORMA | $152,637 | $0 | $11,929 | $0 | $90 | $0 | $0 | $0 | $0 | $0 | $164,656 | $0 | $0 | $0 |
| BARBARA CLAY | ||||||||||||||
| SENIOR VICE PRESIDENT | $150,315 | $0 | $11,703 | $0 | $258 | $0 | $0 | $0 | $4,000 | $0 | $166,276 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD OF DIRECTORS MAY DESIGNATE AN EXECUTIVE COMMITTEE COMPOSED OF AT LEAST THREE DIRECTORS DESIGNATED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS MAY AUTHORIZE THE EXECUTIVE COMMITTEE TO MANAGE FROM TIME TO TIME THE BUSINESS OF THIS CORPORATION AS DESIGNATED BY THE BOARD OF DIRECTORS IN THE INTERVAL BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, AND THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 2 | JIM CARR AND BARRETT BURNS, BOTH HPF BOARD MEMBERS, HAVE A BUSINESS RELATIONSHIP. JIM PERFORMS CONSULTING SERVICES FOR BARRETT'S COMPANY. THE SERVICES ARE PERFORMED AT FAIR MARKET VALUE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT FROM 990 IS REVIEWED BY MANAGEMENT, INCLUDING INTERNAL COUNSEL AND THE AUDIT COMMITTEE. OUTSIDE LEGAL COUNSEL IS ALSO ENGAGED TO REVIEW THE FORM 990. THE DRAFT FORM 990 IS DISTRIBUTED TO THE FULL BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY COVERS ALL BOARD MEMBERS, OFFICERS, EMPLOYEES AND CONTRACTORS OF THE FOUNDATION. ALL ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT AND DISCLOSURE FORM. ALL CONFLICTS ARE REVIEWED BY THE BOARD AND AN APPROPRIATE REMEDY DETERMINED, WHICH MAY INCLUDE RECUSAL FROM DECISION MAKING. ALL PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES, OR AS OTHERWISE APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | DAVID BERENBAUM BECAME THE CEO OF HPF ON SEPTEMBER 2, 2014. BEFORE MR. BERENBAUM WAS HIRED, THE COMPENSATION COMMITTEE REVIEWED CEO COMPENSATION MATERIALS FROM THE HAYS GROUP AND TOWERS WATSON. THE COMMITTEE ALSO RECEIVED CONFIRMATION FROM TOWERS WATSON THAT THE CEO COMPENSATION DATA PREVIOUSLY PROVIDED TO THE COMMITTEE WAS STILL PERTINENT. THE COMPENSATION COMMITTEE MADE A RECOMMENDATION TO THE BOARD REGARDING MR. BERENBAUM'S LEVEL OF COMPENSATION, AND THE BOARD SUBSEQUENTLY APPROVED MR. BERENBAUM'S COMPENSATION FOR 2014. THIS PROCESS FOR DETERMINING HIS COMPENSATION WAS LAST COMPLETED IN 2014 AND COMPENSATION HAS NOT CHANGED SINCE. THE HPF BOARD APPROVES THE COMPENSATION FOR THE CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER AFTER RECEIVING A RECOMMENDATION FROM THE COMPENSATION COMMITTEE OF THE BOARD. THE COMPENSATION COMMITTEE RELIES ON COMPENSATION DATA FROM THE HAYS GROUP AND TOWERS WATSON IN DETERMINING THE RECOMMENDED COMPENSATION AMOUNTS. IN ADDITION, IN 2014, RAFFA P.C. PROVIDED AN OPINION LETTER THAT THE COMPENSATION AMOUNTS PAID TO HPF'S CHIEF FINANCIAL OFFICER AND HPF'S CHIEF OPERATING OFFICER WERE BOTH COMPETITIVE AND REASONABLE. |
| FORM 990, PART VI, SECTION C, LINE 19 | HPF COMPLIES WITH THE PUBLIC INSPECTION REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 6104 BY MAKING ITS FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, DETERMINATION LETTER FROM THE IRS, AND THE FORMS 990 FOR ITS THREE MOST RECENTLY COMPLETED TAX PERIODS AVAILABLE TO THE PUBLIC. HOWEVER, AS SECTION 6104 DOES NOT REQUIRE ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) TO DISCLOSE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, OR FINANCIAL STATEMENTS, HPF HAS DECIDED NOT TO MAKE SUCH INFORMATION AVAILABLE FOR PUBLIC INSPECTION. |
| PART XII, LINE 2C | IN 2016, THERE HAVE BEEN NO CHANGES TO THIS PROCESS. |
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