2016-12-13T13:41:01-06:00 2016-06-30 411360831 OLSEN THIELEN & CO LTD 2675 LONG LAKE ROAD ST PAUL MN 55113 990 2015-07-01 300238807 NORTHSIDE ACHIEVEMENT ZONE NORT 6125214405 2123 W BROADWAY AVE NO 100 MINNEAPOLIS MN 55411 SONDRA SAMUELS CEO 6125214405 2016-11-18 1 LINDA M NELSON P00205567 6514834521 2015 2017-02-10 21:41:12Z SONDRA SAMUELS 2123 W BROADWAY AVE NO 100 MINNEAPOLIS MN 55411 16401117 0 X WWW.NORTHSIDEACHIEVEMENT.ORG X 2004 MN THE NORTHSIDE ACHIEVEMENT ZONE (NAZ) IS A COLLABORATION OF ORGANIZATIONS AND SCHOOLS PARTNERING WITH FAMILIES IN A GEOGRAPHIC "ZONE" OF NORTH MINNEAPOLIS TO PREPARE CHILDREN TO GRADUATE FROM HIGH SCHOOL READY FOR COLLEGE.OUR VISION IS AN ECONOMIC REBIRTH OF NORTH MINNEAPOLIS THAT PAYS DIVIDENDS BACK TO THE REGION THROUGH AN EDUCATED WORKFORCE AND AN ECONOMICALLY VIBRANT COMMUNITY. 22 22 92 100 0 0 4148475 16374657 0 0 1097 2443 60487 -38235 4210059 16338865 0 0 0 0 2578983 5398602 0 0 767935 2155586 4445399 4734569 9844001 -524510 6494864 2453922 8885561 574699 511474 1879223 8374087 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 2886955 0 0 PARTNERING WITH FAMILIES: FAMILIES PARTNER WITH A FAMILY ACHIEVEMENT COACH TO CONNECT TO RESOURCES WITHIN OUR ECOSYSTEM OF SUPPORT. IN FY16, WE WORKED WITH 1,231 FAMILIES AND 2,443 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 2015 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. 3710922 0 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 2015, WE SAW THAT A COMBINATION OF AFTER SCHOOL AND SUMMER EXPANDED LEARNING SHOWS THE GREATEST GROWTH IN READING FOR NAZ SCHOLARS, 51% OF WHOM SHOWED HIGHER THAN AVERAGE GROWTH IN READING. 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.PARENT SUPPORT ALSO POSITIVELY IMPACTS EARLY CHILDHOOD OUTCOMES. 50% OF NAZ CHILDREN ENROLLED IN AN EARLY LEARNING PROGRAM AND WHO HAD A PARENT IN PARENT EDUCATION CLASSES WERE READY FOR KINDERGARTEN, COMPARED TO JUST 18% KINDERGARTEN-READINESS AMONG ZONE CHILDREN NOT ENROLLED IN NAZ. AT FAMILY PARTNERSHIP, FULLY 81% OF NAZ CHILDREN 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/. 1358406 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, CHILDREN ENROLLED IN NAZ, WHO HAVE A FAMILY COACH, AND WHO ALSO HAVE A PARENT WHO HAS ATTENDED A PARENT EDUCATION CLASS ARE 31% MORE READY FOR KINDERGARTEN. AT ASCENSION SCHOOL, WHERE WE'VE PROVIDED SUPPORT FOR STUDENTS WHO ARE THE FURTHEST BEHIND, DATA FROM THE 2014-2015 SCHOOL YEAR SHOWED THAT NAZ-ENROLLED STUDENTS HAD A READING PROFICIENCY RATE OF 42%, COMPARED TO JUST 18% AMONG STUDENTS AT THE SCHOOL WHO LIVE IN THE ZONE BUT ARE NOT ENROLLED IN NAZ. SIMILARLY, AT ELIZABETH HALL ELEMENTARY, MCA DATA SHOWED 32% OF NAZ-ENROLLED CHILDREN AT HALL WERE PROFICIENT IN 3RD-5TH GRADE READING, COMPARED TO JUST 18% OF ALL HALL CHILDREN WHO LIVE IN THE NAZ ZONE. LAYERED SUPPORT WORKS FOR PARENTS, TOO; AMONG ADULTS WITH CAREER AND FINANCE GOALS, THOSE PARENTS WHO ARE SEEKING SUPPORT FROM MORE THAN ONE AREA OF OUR ECOSYSTEM ARE MORE THAN TWICE AS LIKELY TO COMPLETE CAREER AND FINANCE GOALS AND GOAL STEPS. ADDITIONALLY, DURING FISCAL YEAR 2016:71 PARENTS GRADUATED FROM FAMILY ACADEMY CLASSES. 55 CHILDREN WERE MATCHED WITH ADULT MENTORS. 32 ADULTS AND 79 CHILDREN RECEIVED BEHAVIORAL HEALTH SUPPORT. NARRATIVE REPORT 345 CHILDREN WORKED WITH AN ACADEMIC COACH. 204 FAMILIES RECEIVED HOUSING NAVIGATION SUPPORT AND 42% STABILIZED THEIR HOUSING. 335 PARENTS SET CAREER GOALS; 35 SECURED EMPLOYMENT. 996 CHILDREN PARTICIPATED IN AFTER-SCHOOL AND SUMMER EXPANDED LEARNING PROGRAMS. 155 CHILDREN WERE ENROLLED IN HIGH-QUALITY EARLY LEARNING CENTERS. 172 CHILDREN AGE 0-5 RECEIVED NAZ-ADMINISTERED EARLY CHILDHOOD PROGRESS MONITORING. 7956283 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 47 0 1 92 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 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 KAREN KELLEY-ARIWOOLA DIRECTOR 1.00 X 0 0 0 ANNE LONG DIRECTOR 1.00 X 0 0 0 ERIC MAHMOUD DIRECTOR 1.00 X 0 0 0 ANN MASTEN DIRECTOR 1.00 X 0 0 0 JOHN MAURIEL DIRECTOR (THRU MAY 2016) 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 141429 0 17547 MICHELLE MARTIN CHIEF OPERATING OFFICER 40.00 X 118560 0 19710 DAVID DEVINE SR DIRECTOR OF FINANCE 40.00 X 96092 0 16145 356081 0 53402 2 0 1 0 PLYMOUTH CHRISTIAN YOUTH CENTER 2210 OLIVER AVENUE NORTH MINNEAPOLIS MN 55411 EXPANDED LEARNING PROGRAM 825524 AMHERST WILDER FOUNDATION 451 LEXINGTON PKWY N ST PAUL MN 55104 EVALUATION OF ZONE LEVEL RESULTS 342662 YMCA OF THE TWIN CITIES 2125 E HENNEPIN AVE MINNEAPOLIS MN 55413 EXPANDED LEARNING PROGRAM 336681 KWANZAA COMMUNITY CHURCH 3700 BRYANT AVENUE NORTH MINNEAPOLIS MN 55412 EXPANDED LEARNING PROGRAM 333000 SUPPLYCORE 303 N MAIN STREET SUITE 800 ROCKFORD IL 61101 TECH MGMT OF COLLABORATIVE DATABASE 215699 9 771332 6578737 9024588 16374657 2443 2443 0 771332 62252 -62252 -62252 MISCELLANEOUS 900099 24017 24017 24017 16338865 24017 0 -59809 409483 305143 60387 43953 3772217 2792887 556866 422464 103309 80298 15130 7881 809640 629297 118578 61765 303953 236249 44516 23188 1290 1290 20000 20000 50000 50000 819520 776484 20291 22745 31410 19823 11587 48174 25554 11089 11531 469580 357855 71995 39730 57226 35287 13939 8000 26297 9812 14470 2015 25903 9665 14253 1985 PARTNER CONTRACTS 2063921 1912846 96564 54511 EVALUATION SERVICES 357237 331088 16714 9435 COLLABORATION LEADERSHI 228004 211314 10668 6022 PROGRAM EXPENSES 200942 199552 1362 28 45895 23129 20084 2682 9844001 7956283 1119783 767935 1161248 2791239 1131865 5972996 104576 91390 132587 104191 54693 28396 1540 1540 2453922 8885561 574699 511474 574699 511474 X 286606 1177247 1592617 7196840 1879223 8374087 2453922 8885561 6494864 0 X X 0 1 X 1 1 1 X 3987262 8203625 9558307 4148475 16374657 42272326 3987262 8203625 9558307 4148475 16374657 42272326 5337536 36934790 286 525 1395 1097 2443 5746 3746 401 8266 59887 24017 96317 42374389 124254 0.87160 0.99340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2011 AMOUNT: $ 3,746. 2012 AMOUNT: $ 401. 2013 AMOUNT: $ 8,266. 2014 AMOUNT: $ 59,887. 2015 AMOUNT: $ 24,017. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 50000 0 0 50000 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. 132587 104191 28396 28396 X 16451113 49996 49996 16401117 -62252 -62252 16338865 9956249 49996 62252 112248 9844001 0 9844001 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 -62,252. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENT 62,252. X X 1 HANSEN HENLEY YODER & LAMB 8400 NORMANDALE LAKE BLVD 920 MINNEAPOLIS MN 55437 CONSULTING RE INVESTMENT CAMPAIGN STRATEGY 0 0 63800 0 63800 MN ONE FUTURE LUNCHEON 771332 771332 48112 1000 13140 771332 771332 48112 1000 13140 62252 -62252 X 0 0 0 0 0 0 0 0 0 SONDRA SAMUELS PRESIDENT & CEO 141429 0 0 0 0 0 4494 0 13053 0 158976 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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.