2013-06-03T13:13:05-05:00 2012-12-31 411360831 OLSEN THIELEN & CO LTD 2675 LONG LAKE ROAD ST PAUL MN 55113 990 2012-01-01 300238807 NORTHSIDE ACHIEVEMENT ZONE NORT 6125214405 2123 W BROADWAY AVE NO 100 MINNEAPOLIS MN 55411 SONDRA SAMUELS 6125214405 2013-05-20 1 LINDA M NELSON P00205567 6514834521 2012 2016-02-25 16:41:14Z SONDRA SAMUELS 2123 W BROADWAY AVE NO 100 MINNEAPOLIS MN 55411 4031839 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 46 40 0 0 1232121 3987262 0 0 0 286 -4737 1483 1227384 3989031 0 0 0 0 594557 1608356 0 16513 226832 448276 2011635 1042833 3636504 184551 352527 645204 1295249 43224 340742 601980 954507 X THE NORTHSIDE ACHIEVEMENT ZONE (NAZ) PROMISE NEIGHBORHOOD IS A COLLABORATION OF ORGANIZATIONS AND SCHOOLS WHO WORK WITH CHILDREN AND FAMILIES IN A GEOGRAPHIC "ZONE" OF NORTH MINNEAPOLIS TO BUILD A CULTURE OF ACHIEVEMENT - SO THAT ALL YOUTH GRADUATE FROM HIGH SCHOOL READY FOR COLLEGE. 0 0 1202509 0 0 FAMILY ENGAGEMENT AND FAMILY ACADEMY: ENROLLMENT INCREASED 40% OVER LAST YEAR TO 217 FAMILIES AND 584 CHILDREN. 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. 887790 0 0 WHOLE FAMILY SERVICES: NAZ NAVIGATORS WERE HIRED TO SUPPORT FAMILIES IN FINDING STABLE HOUSING; ADDRESS SOCIAL AND EMOTIONAL CONCERNS THROUGH BEHAVIORAL HEALTH; AND SUPPORT PARENTS AS THEY IMPROVE THEIR OWN EDUCATION AND CAREER PATHS. THIS "WHOLE-FAMILY SUPPORT" HELPS TO STABILIZE FAMILIES SO THAT CHILDREN COME TO SCHOOL READY TO LEARN. 475251 0 0 EDUCATION PIPELINE: NAZ EXPANDED OUR EDUCATION PIPELINE IN SEVERAL WAYS, NOTABLY: FAMILIES WERE CONNECTED WITH SCHOLARSHIPS TO ATTEND HIGH-QUALITY EARLY CHILDHOOD EDUCATION PROGRAMS TO INCREASE KINDERGARTEN READINESS; AND ACADEMIC-BASED OUT-OF-SCHOOL TIME PROGRAMS WERE LAUNCHED AT THREE PARTNER LOCATIONS TO HELP CLOSE THE ACHIEVEMENT GAP. 193259 0 0 SCALING UP TO SERVE MORE FAMILIES: NAZ SCALED UP SIGNIFICANTLY DURING 2012, OUR FIRST YEAR AS A FEDERAL PROMISE NEIGHBORHOOD. PROGRAMS AND INFRASTRUCTURE WERE EXPANDED TO SUPPORT OUR TARGET OF 1,200 ENROLLED FAMILIES AND 3,000 SCHOLARS BY 2014. 1. ONE-ON-ONE SUPPORT FROM A NAZ CONNECTOR "FAMILY COACH" WHO HELPS PARENTS SET AND ACHIEVE GOALS, AND PROVIDES A GATEWAY TO COORDINATED SERVICES. CONNECTORS ARE TRAINED LEADERS WHO EITHER LIVE ON THE NORTHSIDE OR HAVE EXPERIENCED MUCH OF WHAT FACES KIDS AND FAMILIES LIVING IN NORTH MINNEAPOLIS.2. AN EDUCATION PIPELINE THAT PROVIDES HIGH-QUALITY ACADEMIC SUPPORT FROM BIRTH THROUGH HIGH SCHOOL GRADUATION. SCHOOL-AGE SCHOLARS RECEIVE SUPPORT FROM A NAZ ACADEMIC NAVIGATOR "SCHOLAR COACH", OFTEN LOCATED WITHIN THEIR SCHOOL. NAVIGATORS HELP STUDENTS SET ACADEMIC GOALS AND BUILD SKILLS TO SUCCEED IN SCHOOL. 3. WHOLE-FAMILY SUPPORT CONNECTS FAMILIES TO BEST-PRACTICE PROGRAMS THROUGH OUR PARTNER ORGANIZATIONS IN HOUSING, BEHAVIORAL HEALTH, AND CAREER AND FINANCE. NAZ NAVIGATORS ARE NOW LOCATED AT PARTNER SITES AND PROVIDE SPECIALIZED SUPPORT IN THESE AREAS.EFFECTIVE OUT-OF-SCHOOL TIME (OST) PROGRAM LAUNCHED: IN 2012, NAZ PARTNERS LAUNCHED OUR JOINT ACADEMIC-BASED AFTER SCHOOL AND SUMMER PROGRAMS. ALL PROGRAMS FOLLOW THE SAME EVIDENCE-BASED PRACTICES TO CLOSE THE ACHIEVEMENT GAP. LAST SUMMER, PLYMOUTH CHRISTIAN YOUTH CENTER (PCYC) SERVED 100 NAZ KIDS WHO WOULD LIKELY NOT HAVE ATTENDED AN ACADEMIC PROGRAM. IN JUST A FEW DAYS OF RECRUITING, WE FULLY ENROLLED THE PROGRAM. SIXTY-ONE PERCENT OF YOUTH TESTED MADE HALF A GRADE LEVEL IMPROVEMENT IN READING, AND 100% HAD NO SUMMER SLIDE.THE FIRST AFTER-SCHOOL PROGRAMS LAUNCHED IN THE FALL OF 2012 AT THREE PARTNER SITES: PATCHWORK QUILT, PCYC, AND YMCA NELLIE STONE JOHNSON BEACON. RESULTS FROM THE PCYC LOCATION SHOW THAT ONLY 9% OF STUDENTS TESTED AT ENROLLMENT PERFORMED AT OR ABOVE GRADE LEVEL TARGETS IN MATH. THIS INCREASED TO 29% BY WINTER. DURING THIS SAME PERIOD, 20% OF SCHOLARS INCREASED READING PROFICIENCY BY HALF A GRADE LEVEL AND 26% IMPROVED BY A FULL GRADE LEVEL OR MORE.EARLY CHILDHOOD EDUCATION ENROLLMENT INCREASED: TODAY, ABOUT ONE QUARTER OF CHILDREN LIVING IN OUR ZONE START KINDERGARTEN READY TO LEARN-MARKING THE BEGINNING OF THE ACHIEVEMENT GAP. NAZ PROVIDES STATE FUNDED SCHOLARSHIPS, CALLED RACE TO THE TOP, TO ATTEND THREE- AND FOUR-STAR RATED EARLY CHILDHOOD CENTERS.IN 2012, WE HIRED AN NAZ EARLY CHILDHOOD NAVIGATOR WHO SPECIALIZES IN CONNECTING FAMILIES WITH THE RIGHT RESOURCES FOR THEIR CHILDREN. WE BEGAN THE PROGRAM IN OCTOBER AND MATCHED 30 CHILDREN WITH SCHOLARSHIPS BY YEAR END. KIDS WHO WERE ONCE PASSED FROM RELATIVE TO RELATIVE THROUGHOUT THE DAY ARE NOW LEARNING THEIR NUMBERS AND LETTERS. PARENTING CLASSES ENROLLMENT INCREASED: FAMILY ACADEMY PROVIDES A SERIES OF CLASSES THAT EMPOWER PARENTS AND IMPROVE THEIR ABILITY TO FOSTER ACADEMIC SUCCESS AT HOME. PARENTS LEARN ABOUT EARLY BRAIN DEVELOPMENT, POSITIVE DISCIPLINE, AND HOW TO SUPPORT EARLY LITERACY AND MATH SKILLS AT HOME. CHILDREN RECEIVE FREE DEVELOPMENTAL SCREENINGS, AND PARENTS LEARN THE TOOLS NEEDED TO PREPARE THEIR "YOUNG SCHOLARS" TO BE SUCCESSFUL IN SCHOOL AND IN LIFE. COMPLETING A FAMILY ACADEMY CLASS AND STAYING ACTIVELY INVOLVED WITH NAZ IS AN AMAZING ACCOMPLISHMENT FOR OUR FAMILIES. WE ENGAGE PARENTS WHO HAVE BEEN THE HARDEST TO REACH, AND DO NOT TRADITIONALLY CONNECT WITH THESE SERVICES. IN 2012, FAMILY ACADEMY OFFERED THREE CLASS OPTIONS, AND 66 PARENTS GRADUATED. NAZ NOT ONLY RETAINED PARENTS THROUGH THESE EIGHT- AND 12- WEEK CLASSES, BUT NEARLY HALF GRADUATED FROM TWO OR MORE CLASSES LAST YEAR. MANY FAMILY ACADEMY PARENTS BECOME INSPIRED TO PURSUE THEIR OWN EDUCATION; THEY HAVE GREATER MOTIVATION TO WORK ON THEIR FAMILY GOALS; AND THEY ARE MORE PERSISTENT IN WORKING THROUGH DAILY PROBLEMS AS THEY ARISE. HOUSING STABILIZED: NAZ HELPED 30 FAMILIES SECURE SAFE AND STABLE HOUSING THROUGH OUR PARTNERS URBAN HOMEWORKS, MINNEAPOLIS PUBLIC HOUSING AUTHORITY AND PROJECT FOR PRIDE IN LIVING. APPROXIMATELY 25% OF ZONE FAMILIES STRUGGLE WITH HOMELESS AND HIGH MOBILITY. 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. TEAM EXPANDED: THE NUMBER OF FULL-TIME NAZ EMPLOYEES INCREASED FROM 12 TO 53 DURING 2012, WITH THE MAJORITY HIRED FROM NORTH MINNEAPOLIS. WE ARE GROWING IN A WAY THAT REPRESENTS THE DIVERSITY OF THE NORTHSIDE COMMUNITY AND FOCUSES ON WHERE THE ACHIEVEMENT GAP IS GREATEST. SEVENTY-SEVEN PERCENT OF OUR EMPLOYEES ARE PEOPLE OF COLOR AND WE HIRED OUR FIRST HMONG AND SPANISH SPEAKING NAZ CONNECTORS. LAST YEAR, WE BEGAN TO IMPLEMENT OUR NAZ NAVIGATOR ROLES ACROSS MULTIPLE PARTNER SITES. THESE NAVIGATORS PROVIDE SPECIALIZED SUPPORT TO CONNECT FAMILIES WITH RESOURCES IN HOUSING, BEHAVIORAL HEALTH, CAREER AND FINANCE, EARLY CHILDHOOD EDUCATION, AND K-12 ACADEMICS. OUR CONNECTORS AND NAVIGATORS RECEIVED EXTENSIVE TRAINING TO EFFECTIVELY SUPPORT FAMILIES IN REACHING THEIR GOALS. NEW LOCATION: NAZ MOVED TO A LARGER FACILITY TO SERVE MORE FAMILIES, LOCATED ON THE CORNER OF PENN AND W. BROADWAY, IN THE HEART OF NORTH MINNEAPOLIS. THE LOCATION HAD BEEN VACANT FOR MANY YEARS, AND IS NOW REFURBISHED INTO A WELCOMING SPACE WITH A PLAY AREA FOR CHILDREN AND A COMMUNITY MEETING AREA. A COMMUNITY FORUM WAS HELD IN THE FALL TO HELP RESIDENTS UNDERSTAND THE NAZ MISSION AND BECOME BETTER CONNECTED WITH OUR PROGRAMS. WITH THE 2012 GROUND-BUILDING YEAR BEHIND US, WE ARE RAPIDLY GROWING TO OUR GOAL OF ENROLLING MORE THAN HALF OF THE FAMILIES LIVING WITHIN OUR GEOGRAPHIC ZONE. WE BELIEVE THAT THESE FAMILIES WILL LEAD A PERMANENT CULTURE SHIFT TOWARD A COLLEGE-GOING COMMUNITY. THIS WILL IMPROVE THE ECONOMIC OUTLOOK FOR NORTH MINNEAPOLIS AND OUR REGION AS A WHOLE. 193259 2758809 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 33 0 1 46 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 NANCY GASCHOTT 6125948295 2123 W BROADWAY AVE SUITE 100 MINNEAPOLIS MN 55411 X FRANK FORSBERG 4.00 X X 0 0 0 BARBARA BUTTS WILLIAMS 1.00 X X 0 0 0 PETER KELLENBERGER 1.00 X X 0 0 0 ANNE LONG 1.00 X 0 0 0 CHRIS STEWART 1.00 X 0 0 0 RICHARD P JOHNSON 1.00 X 0 0 0 KAREN KELLEY-ARIWOOLA 1.00 X 0 0 0 ERIC MAHMOUD 1.00 X 0 0 0 ANN MASTEN 1.00 X 0 0 0 JOHN MAURIEL 1.00 X 0 0 0 CORA MCCORVEY 1.00 X 0 0 0 KIM NELSON 1.00 X 0 0 0 FATHER MICHAEL O'CONNELL 1.00 X 0 0 0 ART ROLNICK 1.00 X 0 0 0 MAYOR RT RYBAK 1.00 X 0 0 0 DR REED TUCKSON 1.00 X 0 0 0 PATTY MURPHY 1.00 X 0 0 0 SONDRA SAMUELS 40.00 X 130312 0 9711 MICHELLE MARTIN 40.00 X 118401 0 11379 NANCY GASCHOTT SEE SCHEDULE O 40.00 X 38494 0 2066 287207 0 23156 2 0 0 0 PLYMOUTH CHRISTIAN YOUTH CENTER 2210 OLIVER AVENUE NORTH MINNEAPOLIS MN 55411 SUMMER AND AFTER SCHOOL PROGRAMS 380093 COMMUNITY COLLABORATION & INTEGRATION 303 NORTH MAIN ST-STE 803 ROCKFORD IL 61101 ORGANIZING COLLABORATIVE DATABASE TOOL 244943 2 17600 2543796 1425866 3987262 286 286 40545 17600 42808 -2263 -2263 MISCELLANEOUS 900099 3746 3746 3746 3989031 3746 0 -1977 X 310364 222436 64073 23855 1053192 754814 217425 80953 9655 6919 1994 742 123897 88797 25578 9522 111248 79731 22966 8551 27612 27612 16513 16513 1316605 1081506 185300 49799 81967 58745 16922 6300 35159 25198 7259 2702 313501 224684 64721 24096 3721 3017 686 18 35875 29097 6614 164 13946 9995 2879 1072 6662 4775 1375 512 PROGRAM EXPENSES 150142 150142 MISCELLANEOUS 23847 17091 4923 1833 DUES & MEMBERSHIPS 2598 1862 536 200 3636504 2758809 650863 226832 X 397120 993010 220448 133005 7883 57126 122691 13323 17013 109368 2740 2740 645204 1295249 43224 340742 43224 340742 X 147880 389174 454100 565333 601980 954507 645204 1295249 352527 0 X X 0 1 X 1 1 1 X 496955 588631 1285867 1232121 3987262 7590836 496955 588631 1285867 1232121 3987262 7590836 813314 6777522 250 286 536 1241 1850 2535 3746 9372 7600744 81270 0.89170 0.77260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122691 13323 109368 109368 X 4078167 46328 46328 4031839 -42808 -42808 3989031 3725640 46328 42808 89136 3636504 0 3636504 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009 THROUGH 2011. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENT -42,808. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENT 42,808. X X 1 REBECCA HADDAD DBA HAMRA CONSULTIN 6903 GLEASON CIRCLE EDINA MN 55439 GRANT WRITER 0 0 16513 0 16513 MN NAZ BALL 58145 17600 40545 27413 6645 8750 58145 17600 40545 27413 6645 8750 42808 -2263 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. EXPLANATION OF NANCY GASCHOTT'S SERVICES AND COMPENSATION: FORM 990, PART VII, SECTION A., LINE 1A(20): THE ORGANIZATION CONTRACTED WITH NANCY GASCHOTT IN HER CAPACITY AS AN INDEPENDENT CONTRACTOR BEGINNING ON FEBRUARY 29, 2012, ENDING WHEN SHE BEGAN EMPLOYMENT WITH THE ORGANIZATION AS ITS VICE PRESIDENT OF FINANCE AND ADMINISTRATION ON AUGUST 20, 2012. THE CONTRACT BETWEEN MS. GASCHOTT AND THE ORGANIZATION CALLED FOR PROVIDING TEMPORARY LEADERSHIP DURING THE LAUNCH OF THE NEW FEDERAL PROMISE NEIGHBORHOOD PROGRAM, BY "BUILDING THE OPERATIONAL INFRASTRUCTURE FOR DRAMATIC GROWTH." KEY AREAS OF SUPPORT INCLUDED THE DEVELOPMENT OF A BROAD RANGE OF ORGANIZATIONAL POLICIES AND PROCEDURES, INCLUDING CONTRACT ADMINISTRATION AND FINANCIAL SYSTEMS DEVELOPMENT; PARTICIPATING IN THE HIRING AND TRAINING OF KEY STAFF; AND THE IMPLEMENTATION OF HR AND OFFICE MANAGEMENT SYSTEMS. DURING MOST OF THIS PERIOD THE DAY TO DAY ACCOUNTING AND FINANCIAL OVERSIGHT FUNCTIONS WERE PERFORMED BY ANOTHER INDEPENDENT CONTRACTOR. FEES PAID TO MS. GASCHOTT DURING THIS PERIOD TOTALED $74,940. OTHER FEES FORM 990, PART IX, LINE 11G EVALUATION SERVICES: PROGRAM SERVICE EXPENSES 409,079. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 409,079. COLLABORATION LEADERSHIP: PROGRAM SERVICE EXPENSES 109,506. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 109,506. PARTNER CONTRACTS: PROGRAM SERVICE EXPENSES 482,831. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 482,831. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 80,090. MANAGEMENT AND GENERAL EXPENSES 185,300. FUNDRAISING EXPENSES 49,799. TOTAL EXPENSES 315,189. OPERATING RESERVES: FORM 990, PART X, LINE 27: $200,000 OF 2012'S UNRESTRICTED NET ASSETS HAS BEEN DESIGNATED BY THE BOARD OF TRUSTEES AS AN OPERATING RESERVE. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES AND/OR ITS EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE AUDITED FINANCIAL STATEMENTS, FOLLOWING THEIR THOROUGH REVIEW AND RECOMMENDATION BY THE BOARD'S FINANCE/AUDIT COMMITTEE.