2014-06-02T13:18:05-05:00 2013-12-31 411360831 OLSEN THIELEN & CO LTD 2675 LONG LAKE ROAD ST PAUL MN 55113 990 2013-01-01 300238807 NORTHSIDE ACHIEVEMENT ZONE NORT 6125214405 2123 W BROADWAY AVE NO 100 MINNEAPOLIS MN 55411 SONDRA SAMUELS CEO 6125214405 2014-05-21 1 LINDA M NELSON P00205567 6514834521 2013 2015-11-30 17:44:51Z SONDRA SAMUELS 2123 W BROADWAY AVE NO 100 MINNEAPOLIS MN 55411 8237034 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. 17 17 75 40 0 0 3987262 8203625 0 0 286 525 1483 -27308 3989031 8176842 0 0 0 0 1608356 3702118 16513 63654 346321 2011635 3681343 3636504 7447115 352527 729727 1295249 2284418 340742 600184 954507 1684234 X 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 PURPOSE IS TO END POVERTY.THE NAZ COLLABORATIVE APPROACH IS A BLUEPRINT FOR CREATING POPULATION-LEVEL CHANGE WITHIN A RACIALLY CONCENTRATED AREA OF POVERTY. THROUGH NAZ, MULTI-SECTOR, CROSS-AGENCY LEADERS AND THE COMMUNITY HAVE RESPONDED TO A CALL TO ACTION. WE HAVE ALIGNED OUR ORGANIZATIONS AND SYSTEMS TO SUPPORT THE SAME GROUP OF NAZ-ENROLLED PARENTS AND SCHOLARS.OUR COLLABORATIVE IS MADE UP OF MORE THAN 30 ANCHOR PARTNERS, NINE ANCHOR SCHOOLS, AND A HOST OF REFERRAL PARTNERS. THESE PARTNERS ARE WORKING TOGETHER IN UNPRECEDENTED WAYS TO PROVIDE ONE PROGRAM THAT WORKS ACROSS MULTIPLE ORGANIZATIONS. 0 0 2441458 0 FAMILY ENGAGEMENT AND SUPPORTENROLLMENT MORE THAN DOUBLED FROM 217 FAMILIES IN 2012 TO 548 FAMILIES WITH 1,390 CHILD "SCHOLARS" BY THE END OF 2013. ALL NAZ FAMILIES MOVE THROUGH A "CRADLE TO CAREER" PIPELINE THAT PROVIDES COMPREHENSIVE SUPPORT FROM PRE-NATAL THROUGH AGE 18. EACH FAMILY RECEIVES ONE-ON-ONE SUPPORT, GUIDANCE AND INSPIRATION FROM A NAZ CONNECTOR "FAMILY COACH" WHO HELPS CREATE GOALS PLANS, FINDS RESOURCES TO MAKE IT HAPPEN, AND SUPPORTS PARENTS TO STICK WITH THEIR PLAN. ENGAGING FAMILIESNAZ IS REACHING FAMILIES WHOSE CHILDREN ARE NOT SUCCESSFUL IN SCHOOL OR PROJECTED TO GO TO COLLEGE, AND SUPPORTING THEM TO NOT JUST STABILIZE THEIR HOUSEHOLD, BUT TO BECOME LEADERS IN THE TRANSFORMATION OF NORTH MINNEAPOLIS TO A COLLEGE-GOING CULTURE. ZONE FAMILIES HAVE EXPERIENCED MULTIGENERATIONAL POVERTY AND AN EGREGIOUS ACHIEVEMENT GAP. THESE DISADVANTAGES HAVE RESULTED IN A "BELIEF GAP". THROUGH NAZ, PARENTS ARE BEGINNING TO BELIEVE THEIR CHILDREN ARE WORTHY OF A COLLEGE EDUCATION AND THEY ARE PARTNERING WITH THEIR NAZ CONNECTOR "FAMILY COACH" TO TAKE NEW ACTIONS THAT PUT THEIR ENTIRE FAMILY ON A TRAJECTORY TOWARD SUCCESS. EVERY NAZ PARENT SIGNS A "COLLEGE BOUND COMMITMENT," PLEDGING TO MAKE COLLEGE A TOP FAMILY PRIORITY WHEN THEY FIRST JOIN NAZ. THEY ARE SUPPORTED AT EVERY STEP TO BECOME HIGHLY INVOLVED WITH THE SUCCESS OF THEIR CHILDREN.NAZ CONNECTORS WORK ONE ON ONE WITH PARENTS TO INSTILL THE BELIEF THAT THEIR CHILDREN WILL GRADUATE FROM COLLEGE; TO HELP THEM SET FAMILY GOALS CALLED "ACHIEVEMENT PLANS"; AND TO CONNECT THEM WITH THE RIGHT PROGRAMS TO REACH THEIR GOALS. ACHIEVEMENT PLANS FOLLOW BEST-PRACTICE GOALS FOR FAMILY SUCCESS. THEY ARE HOUSED WITHIN THE NAZ CONNECT DATA SYSTEM AND ARE COLLECTIVELY SUPPORTED ACROSS OUR PARTNERS AND BY NAZ STAFF. WE MEASURE PROGRESS AGAINST EACH GOAL AND SUPPORT PARENTS TO SET NEW GOALS. 2756005 0 EDUCATION PIPELINENAZ SIGNIFICANTLY SCALED UP OUR EDUCATION SUPPORTS IN 2013 IN SEVERAL WAYS, RESULTING IN PROMISING EARLY DATA SHOWING IMPROVED ACADEMIC OUTCOMES FOR CHILDREN. THROUGH NAZ, SCHOLARS ARE NO LONGER FEELING INCAPABLE AND UNSUPPORTED BECAUSE THEY ARE BEING SURROUNDED BY A TEAM OF PEOPLE WHO BELIEVE IN THEM AND WORK TOGETHER TO SUPPORT THEIR SUCCESS.- SCHOLARS ARE NOW SUPPORTED TO EXCEL ACADEMICALLY WITH A "SCHOLAR COACH" CALLED AN ACADEMIC NAVIGATOR. - FAMILIES RECEIVED SCHOLARSHIPS TO ATTEND HIGH-QUALITY EARLY CHILDHOOD EDUCATION PROGRAMS TO INCREASE KINDERGARTEN READINESS. - ACADEMIC-FOCUSED AFTER SCHOOL AND SUMMER PROGRAMS EXPANDED TO SEVEN SITES. - NAZ STAFF ARE NOW LOCATED AT ALL OF OUR PARTNER SCHOOLS. PARENT EMPOWERMENT AND EDUCATION CLASSES IMPROVE KNOWLEDGE AND BEHAVIOR:NAZ BELIEVES THAT A COLLEGE EDUCATION IS THE PRIMARY PATHWAY TO REDUCE POVERTY IN NORTH MINNEAPOLIS. PARENTS ARE THE FIRST AND PRIMARY TEACHERS OF THEIR CHILDREN. NAZ FAMILY ACADEMY IS ONE IMPORTANT STEP IN NAZ'S PIPELINE OF SUPPORTS THAT PROVIDES PARENTS WITH THE KNOWLEDGE AND RESOURCES TO HELP THEIR YOUNG SCHOLARS SUCCEED. THESE CLASSES ARE AN IMPORTANT PART OF OUR LAYERED AND ALIGNED COLLABORATIVE STRATEGY. FAMILY ACADEMY CURRICULUM COMBINES EVIDENCE-BASED BEST PRACTICES WITH THE REAL LIFE EXPERIENCES OF NAZ FAMILIES. THE PARENTING STRATEGIES ARE PRESENTED IN WAYS THAT ARE RELEVANT TO LIVES OF NAZ FAMILIES AND THAT VALUE PARENTS' UNIQUE STRENGTHS. FAMILY ACADEMY CLASSES GIVE PARENTS THE TOOLS THEY NEED TO REACH THE GOALS LAID OUT IN THEIR ACHIEVEMENT PLANS. THE SKILLS THEY DEVELOP IN CLASS ARE REINFORCED THROUGH ONE-ON-ONE INTERACTIONS WITH THEIR NAZ CONNECTOR.DATA SHOWS THAT PARTICIPATION IN FAMILY ACADEMY SIGNIFICANTLY IMPACTS PARENTING KNOWLEDGE AND BEHAVIORS. IN 2013, 77% OF ACTIVE PARTICIPANTS WERE PROFICIENT AT THE END OF SESSION BASED ON THE CONTENT TEST (PARENT ASSESSMENT SELF-REPORT), COMPARED TO 24% OF THE CONTROL GROUP. KINDERGARTEN READINESS IMPROVED:ABOUT ONE QUARTER OF CHILDREN LIVING IN OUR ZONE START KINDERGARTEN READY TO LEARN-MARKING THE BEGINNING OF THE ACHIEVEMENT GAP. NAZ PROVIDED 124 RACE TO THE TOP SCHOLARSHIPS FOR SCHOLARS AGE 0-5 TO ATTEND THREE- AND FOUR-STAR RATED EARLY CHILDHOOD CENTERS.WE NOW HAVE TWO EARLY CHILDHOOD NAVIGATORS WHO SPECIALIZE IN CONNECTING FAMILIES WITH THE RIGHT RESOURCES FOR THEIR CHILDREN. - NAZ-ENROLLED 0-5 YEAR OLDS ARE SIGNIFICANTLY MORE LIKELY TO PARTICIPATE IN EARLY LEARNING CENTERS THAN NON-ENROLLED FAMILIES (42% VS. 14%). - ACCORDING TO THE BEGINNING KINDERGARTEN ASSESSMENT (BKA) IMPLEMENTED FALL 2014, NAZ-ENROLLED KINDERGARTENERS PERFORMED SUBSTANTIALLY HIGHER THAN ZONE-WIDE (59% NAZ-ENROLLED COMPARED TO 35% ZONE-WIDE). EFFECTIVE EXPANDED LEARNING PROGRAMSIN 2013, OUR EXPANDED LEARNING (EXL) AFTER SCHOOL AND SUMMER SUPPORTS SIGNIFICANTLY EXPANDED TO SEVEN SITES. A TOTAL OF 278 SCHOLARS ATTENDED NAZ EXL PROGRAMS WHO WOULD HAVE LIKELY NOT ATTENDED OUT OF SCHOOL ACADEMIC PROGRAMS. AS A RESULT, 55% OF SCHOLARS MADE ONE YEAR (OR MORE) GROWTH IN READING IN JUST FOUR MONTHS OF PARTICIPATION. 795521 0 WHOLE FAMILY SERVICESNAZ SUPPORTS THE SUCCESS OF THE WHOLE FAMILY BY SUPPORTING PARENTS TO STABILIZE THEIR HOUSEHOLDS WITH PARENT EDUCATION CLASSES, BEHAVIORAL HEALTH SUPPORT, SAFE AND STABLE HOUSING, AND TRAINING FOR BETTER CAREER PATHS. AS PARENTS SET GOALS IN EACH OF THESE AREAS, THEY WORK WITH A NAZ NAVIGATOR WHO IS AN EXPERT IN CONNECTING THEM WITH THE RIGHT NAZ PARTNER ORGANIZATIONS TO REACH THEIR GOALS. THIS WHOLE-FAMILY SUPPORT HELPS TO STABILIZE FAMILIES SO THAT CHILDREN COME TO SCHOOL READY TO LEARN.HOUSING STABILIZED: APPROXIMATELY 25% OF ZONE FAMILIES STRUGGLE WITH HOMELESS AND HIGH MOBILITY. IN 2013, 32% OF OUR ENROLLED FAMILIES WHO FACED HOMELESSNESS OR HIGH MOBILITY WERE STABILIZED.THE NAZ HOUSING NAVIGATOR PROVIDES SPECIALIZED SUPPORT TO CONNECT FAMILIES WITH HOUSING. THE NAVIGATOR WORKS TO UNDERSTAND EACH FAMILY'S GOALS AND BUDGET, AND GETS THEM PRIORITY PLACEMENT WITH ONE OF OUR HOUSING PARTNERS AND/OR REFERS THEM TO OUR CAREER AND FINANCIAL PATHWAYS PARTNERS WHEN ISSUES OF EMPLOYMENT ARE THE MITIGATING FACTOR. 5992984 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 38 0 1 75 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X DAVID DEVINE 6125948295 2123 W BROADWAY AVE SUITE 100 MINNEAPOLIS MN 55411 FRANK FORSBERG BOARD CHAIR 4.00 X X 0 0 0 BARBARA BUTTS WILLIAMS VICE CHAIR 1.00 X X 0 0 0 PETER KELLENBERGER TREASURER 1.00 X X 0 0 0 MICHAEL CIRESI DIRECTOR 1.00 X 0 0 0 KIM ELLISON DIRECTOR 1.00 X 0 0 0 RICHARD JOHNSON 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 1.00 X 0 0 0 CORA MCCORVEY 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 FATHER 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 SONDRA SAMUELS PRESIDENT & CEO 40.00 X 132969 0 14133 MICHELLE MARTIN CHIEF OPERATING OFFICER 40.00 X 126106 0 10087 NANCY GASCHOTT VP-FINANCE & ADMIN 40.00 X 42520 0 2078 DAVID DEVINE SR DIRECTOR OF FINANCE 40.00 X 35087 0 4080 336682 0 30378 2 0 0 0 PLYMOUTH CHRISTIAN YOUTH CENTER 2210 OLIVER AVENUE NORTH MINNEAPOLIS MN 55411 EXPANDED LEARNING PROGRAMS 614625 WILDER RESEARCH 451 LEXINGTON PKWY N ST PAUL MN 55104 EVALUATION OF ZONE LEVEL RESULTS 274779 SUPPLY CORE 303 NORTH MAIN ST-STE 800 ROCKFORD IL 61101 TECH MGMT OF COLLABORATIVE DATABASE TOOL 241000 REGENTS OF THE UNIV OF MN-CEED 1954 BUFORD AVE ST PAUL MN 55108 EVAL OF NAZ FAMILY & SCHOLAR RESULTS 201541 EMERGE COMMUNITY DEVELOPMENT 1101 W BROADWAY AVE MINNEAPOLIS MN 55411 VIOLENCE PREVENTION,ACTION TEAM MGMT 152150 11 141005 6281926 1780694 8203625 525 525 32483 141005 60192 -27709 -27709 MISCELLANEOUS 900099 401 401 401 8176842 401 0 -27184 367060 269993 73792 23275 2506417 1837125 507694 161598 68012 51977 12524 3511 550711 420871 101408 28432 209918 160426 38654 10838 32699 32699 63654 63654 671459 536422 128852 6185 54851 43537 7694 3620 53126 27790 21969 3367 458961 302331 129174 27456 9106 6162 1356 1588 51566 34893 7681 8992 26280 17311 7397 1572 11998 6159 5732 107 PARTNER CONTRACTS 1408497 1408497 EVALUATION SERVICES 475656 475656 PROGRAM EXPENSES 241596 241596 COLLABORATION LEADERSHI 122500 122500 63048 29738 31184 2126 7447115 5992984 1107810 346321 X 993010 1237162 133005 865064 57126 84653 132587 38448 109368 94139 2740 3400 1295249 2284418 340742 600184 340742 600184 X 389174 534235 565333 1149999 954507 1684234 1295249 2284418 729727 0 X 0 1 X 1 1 1 X 588631 1285867 1232121 3987262 8203625 15297506 588631 1285867 1232121 3987262 8203625 15297506 752300 14545206 286 525 811 1241 1850 2535 3746 401 9773 15308090 103703 0.95020 0.89170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2009 AMOUNT: $ 1,241. 2010 AMOUNT: $ 1,850. 2011 AMOUNT: $ 2,535. 2012 AMOUNT: $ 3,746. 2013 AMOUNT: $ 401. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 132587 38448 94139 94139 X 8266532 29498 29498 8237034 -60192 -60192 8176842 7536805 29498 60192 89690 7447115 0 7447115 PART X, LINE 2: FIN 48 DISCLOSURE FROM AUDIT REPORT: 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. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE OPEN TO EXAMINATION FOR TAX YEARS 2010 THROUGH 2012. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENT -60,192. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENT 60,192. X X 1 REBECCA HADDAD DBA HAMRA CONSULTING LLC 6903 GLEASON CIRCLE EDINA MN 55439 GRANT WRITER 0 0 63654 0 63654 MN NAZ BALL 173488 141005 32483 314 435 31355 6950 21138 173488 141005 32483 314 435 31355 6950 21138 60192 -27709 FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF TRUSTEES AND/OR ITS EXECUTIVE COMMITTEE 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 TRUSTEES 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 AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART X, LINE 27: OPERATING RESERVES: $300,000 OF 2013'S UNRESTRICTED NET ASSETS HAS BEEN DESIGNATED BY THE BOARD OF TRUSTEES AS AN OPERATING RESERVE.