2017-09-20T08:27:36-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2016-01-01 331041433 WELLSTONE ACTION WELL 6516453939 2446 UNIVERSITY AVENUE W NO 170 ST PAUL MN 55114 EDITH SARGON EXECUTIVE DIRECTOR 6516453939 2017-09-11 1 DEIRDRE HODGSON P01484710 6123764500 67.137.57.251 2017-09-11 14:39:40 CD P EB257C677C23210A1BABF3CC3C8E15734A982BF5 7F0B04ACDB70BCCCF9DAB5CBDF996D6C53679A35 2016 2021-01-29 14:40:06Z EDITH SARGON 2446 UNIVERSITY AVENUE W NO 170 ST PAUL MN 55114 1699873 0 X WWW.WELLSTONE.ORG X 2003 MN PROMOTE SOCIAL WELFARE WHILE ADVANCING PROGRESSIVE SOCIAL CHANGE AND ECONOMIC JUSTICE. 12 12 23 100 0 0 951142 1310456 326767 389416 -1718 1 27043 0 1303234 1699873 17412 29555 0 0 625477 548020 145655 112518 272719 397556 599714 1186100 1289807 117134 410066 814560 1227859 90620 93853 723940 1134006 X WELLSTONE ACTION IS A NATIONAL CENTER FOR TRAINING AND LEADERSHIP DEVELOPMENT IN THE PROGRESSIVE MOVEMENT. FOUNDED IN JANUARY 2003, WELLSTONE ACTION'S MISSION IS TO IGNITE LEADERSHIP IN PEOPLE AND POWER COMMUNITIES TO WIN CHANGE IN THE PROGRESSIVE TRADITION OF PAUL AND SHEILA WELLSTONE. 0 0 205082 0 6243 MOVEMENT BUILDING:WELLSTONE'S MOVEMENT BUILDING WORK CREATES POWERFUL, LONG-TERM MOVEMENTS FOR CHANGE BY ENHANCING AND CONNECTING THE ELECTORAL, PUBLIC POLICY, AND LEADERSHIP DEVELOPMENT WORK OF PROGRESSIVE NONPROFIT ORGANIZATIONS AND COALITIONS. THE MOVEMENT BUILDING PROJECT PROVIDED TRAININGS TO 723 NONPROFIT LEADERS AND COMMUNITY ORGANIZERS IN 2016. 570011 29555 250847 POLITICAL LEADERSHIP:WELLSTONE ACTION'S POLITICAL LEADERSHIP WORK BUILDS ON THE WELLSTONE TRIANGLE TO WIN CHANGE, TRAINING ASPIRING LEADERS TO STEP FORWARD OFF THE SIDELINES AND BUILD POWER IN COMMUNITY. THE POLITICAL LEADERSHIP PROJECT PROVIDED TRAININGS TO 854 LEADERS IN 2016. 177015 0 132325 MOVEMENT TECHNOLOGY:WELLSTONE'S NEWEST BODY OF WORK, MOVEMENT TECHNOLOGY, BUILDS THE SKILLS OF DATA AND DIGITAL PRACTITIONERS WHO WILL ADVANCE CHANGE IN OUR COMMUNITIES. THE MOVEMENT TECHNOLOGY PROJECT PROVIDED TRAININGS TO 2,135 DATA AND DIGITAL STRATEGISTS IN 2016. 952108 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 48 0 23 1 0 0 0 0 1 1 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 0 AL AK AZ AR CA CO CT FL GA IL KS KY ME MD MN MS NC ND NH NJ NY OH OK OR PA RI SC TN UT VA WA WV WI MO LA MI X X SARA BETH MUELLER C00 6514146030 2446 UNIVERSITY AVENUE W NO 170 ST PAUL MN 55114 DAVID WELLSTONE BOARD CO-CHAIR 1.00 1.00 X X 0 0 0 MARK WELLSTONE BOARD CO-CHAIR 1.00 1.00 X X 0 0 0 RON DEHARPPORTE BOARD SECRETARY 1.00 1.00 X X 0 0 0 RICK KAHN BOARD TREASURER 1.00 1.00 X X 0 0 0 MARCIA AVNER BOARD MEMBER 1.00 1.00 X 0 0 0 JEFF BLODGETT BOARD MEMBER 1.00 0.00 X 0 0 0 TONI CARTER BOARD MEMBER 1.00 1.00 X 0 0 0 LOU FRILLMAN BOARD MEMBER 1.00 0.00 X 0 0 0 CONNIE LEWIS BOARD MEMBER 1.00 1.00 X 0 0 0 MARY LOFY BOARD MEMBER 1.00 1.00 X 0 0 0 RUDY LOPEZ BOARD MEMBER 1.00 1.00 X 0 1397 0 DEBORAH OLSON BOARD MEMBER 1.00 0.00 X 0 0 0 EDITH SARGON EXECUTIVE DIRECTOR 18.00 22.00 X 38241 71018 7012 BENJAMIN GOLDFARB EXECUTIVE DIRECTOR (THROUGH FEB) 18.00 22.00 X 41308 57045 14100 79549 129460 21112 0 0 0 0 EIDOLON COMMUNICATIONS 15 MAIDEN STREET SUITE 1401 NEW YORK NY 10038 DIRECT MAIL 112518 1 1310456 1310456 REGISTRATION FEES 900099 389416 389416 389416 1 1 1699873 389416 0 1 29555 29555 87925 62201 19292 6432 377911 267434 25332 85145 10671 7539 698 2434 30538 21307 2340 6891 40975 28969 3852 8154 5784 4240 445 1099 18255 13381 1406 3468 112518 112518 80495 80242 73 180 46677 31764 3337 11576 24925 18270 1919 4736 22573 16546 1738 4289 18249 1060 17189 20949 19183 509 1257 2883 2113 222 548 TRAINING EXPENSES 323117 323117 STAFF TRAINING & DEVELO 32907 24121 2534 6252 EQUIPMENT RENTAL 2900 2126 223 551 1289807 952108 64980 272719 X 165059 92895 44302 27862 486357 835050 10894 10755 20880 141654 44385 13082 5679 0 44952 44948 83174 53646 30634 29528 39417 25083 131362 127759 814560 1227859 90620 93853 90620 93853 X 633940 1020672 90000 113334 723940 1134006 814560 1227859 410066 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83174 53646 29528 29528 DUE FROM WELLSTONE ACTION FUND 119056 DUE FROM PCL 8703 127759 X 4013180 16975 2325887 2342862 1670318 29555 29555 1699873 3867073 16975 2589846 2606821 1260252 29555 29555 1289807 PART X, LINE 2: WELLSTONE ACTION! IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ENTITY DESCRIBED IN SECTION 501(C)(4) AND IS EXEMPT FROM STATE INCOME TAXES AND SIMILAR INCOME TAX LAWS. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE ORGANIZATION ADOPTED GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE REPORTED BY RELATED ORGANIZATIONS 2,325,887. PART XI, LINE 4B - OTHER ADJUSTMENTS: SUBAWARD REVENUE 29,555. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED BY RELATED ORGANIZATIONS 2,589,846. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUBAWARD EXPENSE 29,555. X X X X X X 1 EIDOLON COMMUNICATION 15 MAIDEN LANE SUITE 1401 NEW YORK NY 10038 DIRECT MAIL 0 266368 112518 153850 266368 112518 153850 AL AK AZ AR CA CO CT FL GA IL KS KY LA MD MI ME MO MN MS NC ND NH NJ NY OH OK OR PA RI SC TN UT VA WA WV WI 1 NEW AMERICAN LEADERS INITIATIVE 666 WEST END AVENUE SUITE 1B NEW YORK NY 10013 453770977 501(C)(4) 15340 N/A N/A LEADERSHIP DEVELOPMENT EMERGE CALIFORNIA 1624 FRANKLIN STREET OAKLAND CA 94612 900802507 501(C)(4) 14215 N/A N/A LEADERSHIP DEVELOPMENT 0 2 PART I, LINE 2: THE ORGANIZATION ISSUES GRANT AGREEMENT LETTERS, STIPULATING TERMS OF USE, WHICH ARE SIGNED BY THE GRANT RECIPIENT, AND REQUESTS PERIODIC FINANCIAL AND NARRATIVE UPDATES AS INDICATED. FORM 990, PART VI, SECTION A, LINE 1 THE ORGANIZATION'S EXECUTIVE COMMITTEE CONSISTS OF THE EXECUTIVE DIRECTOR, CO-CHAIRS, SECRETARY, AND TREASURER. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD BETWEEN MEETINGS. FORM 990, PART VI, SECTION A, LINE 2 DAVID WELLSTONE AND MARK WELLSTONE - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B AT THE COMPLETION OF THE AUDIT, THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS CONVENES WITH THE AUDIT FIRM TO REVIEW THE RESULTS OF THE AUDIT AND THE FORM 990. THE RESULTS OF THE AUDIT ARE DISCUSSED IN DETAIL AND THE FINANCE COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS TO APPROVE OR NOT APPROVE THE AUDIT AND FORM 990. THE FULL AUDIT DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO THE MEETING. THE BOARD OF DIRECTORS REVIEW THE DOCUMENTS AND THEN VOTE TO APPROVE OR NOT APPROVE THE AUDIT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST ANNUALLY. IN THE EVENT A CONFLICT EXISTS, THE CONFLICTED MEMBER LEAVES THE ROOM WHILE THE ISSUE IS DISCUSSED WITH THE FULL BOARD. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE CONFLICTED BOARD MEMBER IS ALLOWED TO MAKE A CASE, AND THE BOARD THEN DISCUSSES WHETHER THERE IS AN ALTERNATIVE TO THE CONFLICT; IF THE BOARD MEMBER WILL NEED TO END THE CONFLICT OR TAKE THE APPROPRIATE ACTION NEEDED TO END THE CONFLICT. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE FINANCE COMMITTEE OF THE BOARD USES THE MINNESOTA COUNCIL OF NON-PROFITS SALARY GUIDE AND TAKES INTO ACCOUNT RELEVANT EXPERIENCE TO DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THIS PROCESS WAS LAST CONDUCTED IN 2016 FOR THE EXECUTIVE DIRECTOR, E. SARGON. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ANNUAL REPORT AND UPON REQUEST. WELLSTONE ACTION FUND 2446 UNIVERSITY AVENUE WEST 170 ST PAUL MN 55114 352191193 TRAINING MN 501(C)(3) LINE 7 WELLSTONE ACTION 1 PROGRESSIVE CAMPAIGN LEADERSHIP 2446 UNIVERSITY AVENUE WEST 170 ST PAUL MN 55114 464994700 TRAINING MN WELLSTONE ACTION C 2537 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 WELLSTONE ACTION FUND P 1368361 CASH TRANSFERRED