URBAN VENTURES LEADERSHIP FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- URBAN VENTURES LEADERSHIP FOUNDATION (EIN 36-3558710)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-08
- IRS object ID
- 202631289349301858
- Schema version
- 2024v5.5
- 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 | 2026-05-08T09:04:16-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 S 6TH 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 | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363558710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBAN VENTURES LEADERSHIP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URBA | BusinessNameControlTxt |
| Phone | 6126381000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2924 4TH AVENUE S | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENEE SHERMAN | PersonNm |
| Person Title | VP OF FINANCE AND OPERTIONS | PersonTitleTxt |
| Phone | 6126381000 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN NEIL | PreparerPersonNm |
| PTIN | P01817922 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2026-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERICA SCHIMELPFENIG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2924 4TH AVENUE S | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,352,336 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | URBANVENTURES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE KIDS, STRENGTHEN THEIR FAMILIES, AND BUILD A HEALTHY COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 130 | TotalEmployeeCnt |
| Total Volunteers | 236 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,865,012 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,374,794 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,446,497 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,502,801 | CYProgramServiceRevenueAmt |
| PY Investment Income | $573,467 | PYInvestmentIncomeAmt |
| CY Investment Income | $793,207 | CYInvestmentIncomeAmt |
| PY Other Revenue | $329 | PYOtherRevenueAmt |
| CY Other Revenue | $183,647 | CYOtherRevenueAmt |
| PY Total Revenue | $8,885,305 | PYTotalRevenueAmt |
| CY Total Revenue | $6,854,449 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $33,500 | 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 | $4,437,832 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,365,749 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $112,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $128,732 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $475,799 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,786,106 | PYOtherExpensesAmt |
| CY Other Expenses | $3,559,944 | CYOtherExpensesAmt |
| PY Total Expenses | $7,369,938 | PYTotalExpensesAmt |
| CY Total Expenses | $8,054,425 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,515,367 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,199,976 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,560,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,693,719 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,496,359 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,397,674 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,064,289 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,296,045 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | URBAN VENTURES LEADERSHIP FOUNDATION ENVISIONS A CITY WITHOUT POVERTY BY EDUCATING KIDS, STRENGTHENING THEIR FAMILIES, AND BUILDING HEALTHY COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,343,563 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,347,462 | RevenueAmt |
| Desc | ACADEMIC FOUNDATIONS - ACADEMIC FOUNDATIONS FOCUSES ON BUILDING A STRONG FOUNDATION FOR EARLY ACADEMIC SUCCESS. THROUGH ME AND MY BABY, 616 MOTHERS RECEIVED PRENATAL EDUCATION AND PARENTING SUPPORT, EQUIPPING THEM TO PROMOTE THEIR CHILDREN'S HEALTHY DEVELOPMENT. AT THE CORNWELL EARLY LEARNING CENTER, 91 STUDENTS WERE ASSESSED FOR DEVELOPMENTAL MILESTONES, ENSURING THAT ALL GRADUATES WERE PREPARED TO SUCCEED IN KINDERGARTEN. SUMMER VENTURES OFFERED ACADEMIC SUPPORT TO PREVENT LEARNING LOSS DURING SCHOOL BREAKS, KEEPING 81 STUDENTS ON TRACK FOR SUCCESS. READING PLUS PROVIDED INTENSIVE LITERACY INTERVENTION FOR 133 CHILDREN, HELPING THEM ACHIEVE THREE MONTHS OF LITERACY PROGRESS FOR EVERY ONE MONTH IN THE PROGRAM. THE LONG-TERM GOAL OF THESE PROGRAMS IS TO ENSURE EVERY CHILD HAS THE TOOLS TO SUCCEED ACADEMICALLY AND THRIVE IN FUTURE EDUCATIONAL SETTINGS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,037,447 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,091 | RevenueAmt |
| Desc | LIFE & CAREER SKILLS - LIFE AND CAREER SKILLS PREPARES MIDDLE AND HIGH SCHOOL STUDENTS FOR CONTINUED EDUCATION AND CAREER SUCCESS WHILE FOSTERING CONFIDENCE AND LEADERSHIP. THROUGH THE COLLEGE AND CAREER CENTER, 263 STUDENTS FROM AT LEAST SIX LOCAL HIGH SCHOOLS EXPLORED POST-SECONDARY OPPORTUNITIES AND RECEIVED ASSISTANCE WITH TASKS LIKE FAFSA APPLICATIONS AND JOB INTERVIEW PREPARATION. YOUTH MENTORING PROGRAMS SUPPORTED 340 STUDENTS ON CAMPUS AND AT MINNEAPOLIS PUBLIC SCHOOLS PARTNER SITES, PROVIDING MENTAL HEALTH EDUCATION AND EMOTIONAL SUPPORT. MUSIC EDUCATION PROGRAMS ENGAGED 522 STUDENTS THROUGH GUITAR AND PIANO LESSONS, ARTIST DEVELOPMENT, AND MUSIC EXPLORATION ACTIVITIES. ACT SIX OFFERED 61 COLLEGE STUDENTS LEADERSHIP TRAINING, ACADEMIC GUIDANCE, AND EMOTIONAL SUPPORT AS THEY NAVIGATED HIGHER EDUCATION. LAKE STREET WORKS PREPARED 60 STUDENTS FOR CAREERS IN VOCATIONAL TRADES THROUGH A 10-MONTH TRAINING PROGRAM. TOGETHER, THESE PROGRAMS AIM TO INSTILL YOUNG PEOPLE WITH THE SKILLS, EDUCATION, AND CONFIDENCE NEEDED FOR LONG-TERM PERSONAL AND PROFESSIONAL SUCCESS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,052,183 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | COMMUNITY OUTREACH - COMMUNITY HEALTH PROGRAMS PROMOTE WELL-BEING, REDUCE HARM, AND CREATE OPPORTUNITIES FOR NEIGHBORS TO CONNECT. WELLNESS AND ATHLETICS ENGAGED 1,124 PARTICIPANTS IN ACTIVITIES SUCH AS FITNESS CLASSES, OPEN GYMS, SPORTS CLINICS, AND TEAM SPORTS. SIEMPRE PADRES (FOREVER PARENTS), A SPANISH-LANGUAGE PARENTING PROGRAM, HELPED 582 PARENTS DEVELOP PERSONAL AND PROFESSIONAL SKILLS WHILE BUILDING BRIGHTER FUTURES FOR THEIR CHILDREN. THE PATHWAY PROGRAM WORKED WITH 107 INDIVIDUALS REFERRED THROUGH THE MINNEAPOLIS JUSTICE SYSTEM, PROVIDING TRAUMA-INFORMED VIOLENCE PREVENTION SUPPORT TO REDUCE RECIDIVISM AND INCREASE OPPORTUNITIES FOR PRODUCTIVE EMPLOYMENT. URBAN VENTURES ALSO SUPPORTED 21 LOCAL SMALL BUSINESSES BY PROVIDING CONSULTATIONS TO IMPROVE THEIR GROWTH. AT URBAN VENTURES' URBAN FARM, 1,281 PARTICIPANTS ENGAGED IN EDUCATIONAL PROGRAMMING FOCUSED ON NUTRITION AND SUSTAINABLE AGRICULTURE, WHILE APPROXIMATELY 1,000 COMMUNITY MEMBERS RECEIVED FRESH, LOCALLY-GROWN PRODUCE FOR FREE THROUGH THE FARM STAND. THE LONG-TERM GOAL OF THESE PROGRAMS IS TO FOSTER A HEALTHIER, SAFER, AND MORE CONNECTED COMMUNITY THROUGH EDUCATION, PREVENTION, AND OPPORTUNITY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $863,802 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $149,248 | RevenueAmt |
| Desc | PROGRAM SERVICES SUPPORTS ALL UV PROGRAMS THROUGH COMMUNITY OUTREACH IN ADDITION TO WORKING WITH VOLUNTEERS AND COMMUNITY PARTNERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $863,802 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $149,248 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,296,995 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 99 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 130 | 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 |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE SHERMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6126381000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2924 4TH AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55408 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GAYLEN KNACK | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROY FERBER | ||||||
| TREASURER/EXEC COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHANNON FOREMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIM HOWE | ||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEAN HAGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEREK WEATHERFORD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEREMY WILLIAMSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRANDI POWELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAMANTHA REIMER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID HAWN | ||||||
| PRESIDENT AND CEO (THRU 03/2025) | 40.00 | Yes (X) | $167,121 | $0 | $21,000 | |
| ERICA SCHIMELPFENIG | ||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $28,558 | $0 | $0 | |
| RENEE SHERMAN | ||||||
| VP OF FINANCE AND OPERATIONS | 36.00 | Yes (X) | $139,887 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $335,566 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $21,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONSBURY & ASSOCIATES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16800 45TH AVENUE N | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PROFESSIONAL FUNDRAISER | ServicesDesc |
| Compensation | $128,732 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $107,388 | FundraisingAmt |
| Government Grants | $871,264 | GovernmentGrantsAmt |
| All Other Contributions | $3,396,142 | AllOtherContributionsAmt |
| Noncash Contributions | $327,794 | NoncashContributionsAmt |
| Total Contributions | $4,374,794 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE FEES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $1,502,801 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,502,801 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,502,801 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $455,603 | TotalRevenueColumnAmt |
| Exclusion | $455,603 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,863 | TotalRevenueColumnAmt |
| Exclusion | $49,863 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $98,719 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $98,719 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,719 | TotalRevenueColumnAmt |
| Exclusion | $98,719 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $102,150 | SecuritiesAmt |
| Other | $694,875 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $166,645 | SecuritiesAmt |
| Other | $292,776 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$64,495 | SecuritiesAmt |
| Other | $402,099 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $337,604 | TotalRevenueColumnAmt |
| Exclusion | $337,604 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,370 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $107,388 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $29,912 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,542 | TotalRevenueColumnAmt |
| Exclusion | -$6,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $8,199 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $8,554 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$355 | TotalRevenueColumnAmt |
| Exclusion | -$355 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $41,962 | TotalRevenueColumnAmt |
| Exclusion | $41,962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $41,962 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,854,449 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,502,801 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $976,854 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,822 | TotalAmt |
| Program Services | $53,577 | ProgramServicesAmt |
| Management And General | $203,093 | ManagementAndGeneralAmt |
| Fundraising | $107,152 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,385,886 | TotalAmt |
| Program Services | $3,036,606 | ProgramServicesAmt |
| Management And General | $267,515 | ManagementAndGeneralAmt |
| Fundraising | $81,765 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,285 | TotalAmt |
| Program Services | $28,735 | ProgramServicesAmt |
| Management And General | $4,953 | ManagementAndGeneralAmt |
| Fundraising | $597 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,045 | TotalAmt |
| Program Services | $228,611 | ProgramServicesAmt |
| Management And General | $41,847 | ManagementAndGeneralAmt |
| Fundraising | $10,587 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,711 | TotalAmt |
| Program Services | $240,702 | ProgramServicesAmt |
| Management And General | $45,477 | ManagementAndGeneralAmt |
| Fundraising | $14,532 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614 | TotalAmt |
| Management And General | $614 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,741 | TotalAmt |
| Management And General | $37,741 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,732 | TotalAmt |
| Fundraising | $128,732 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,629 | TotalAmt |
| Management And General | $47,629 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,390 | TotalAmt |
| Program Services | $394,804 | ProgramServicesAmt |
| Management And General | $228,439 | ManagementAndGeneralAmt |
| Fundraising | $44,147 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,086 | TotalAmt |
| Program Services | $154,687 | ProgramServicesAmt |
| Management And General | $3,733 | ManagementAndGeneralAmt |
| Fundraising | $4,666 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,079 | TotalAmt |
| Program Services | $19,015 | ProgramServicesAmt |
| Management And General | $42,196 | ManagementAndGeneralAmt |
| Fundraising | $11,868 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,452 | TotalAmt |
| Program Services | $544,148 | ProgramServicesAmt |
| Management And General | $149,643 | ManagementAndGeneralAmt |
| Fundraising | $11,661 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,936 | TotalAmt |
| Program Services | $26,344 | ProgramServicesAmt |
| Management And General | $11,029 | ManagementAndGeneralAmt |
| Fundraising | $2,563 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,794 | TotalAmt |
| Program Services | $327,794 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,793 | TotalAmt |
| Program Services | $597,927 | ProgramServicesAmt |
| Management And General | $112,820 | ManagementAndGeneralAmt |
| Fundraising | $8,046 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,311 | TotalAmt |
| Program Services | $127,282 | ProgramServicesAmt |
| Management And General | $45,484 | ManagementAndGeneralAmt |
| Fundraising | $3,545 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $289,112 | $273,603 | $12,641 | $2,868 |
| DUES & SUBSCRIPTIONS | $114,630 | $85,698 | $110 | $28,822 |
| OTHER EXPENSE | $109,299 | $83,510 | $12,663 | $13,126 |
| FOOD | $89,078 | $73,952 | $14,004 | $1,122 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,054,425 | TotalAmt |
| Program Services | $6,296,995 | ProgramServicesAmt |
| Management And General | $1,281,631 | ManagementAndGeneralAmt |
| Fundraising | $475,799 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,037,546 | BOYAmt |
| EOY | $868,013 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,419,920 | BOYAmt |
| EOY | $1,897,454 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $536,814 | BOYAmt |
| EOY | $470,880 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,196 | BOYAmt |
| EOY | $777,742 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,836 | BOYAmt |
| EOY | $942 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,427 | BOYAmt |
| EOY | $32,764 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,452,006 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,129,745 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,694,286 | BOYAmt |
| EOY | $14,322,261 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,817,937 | BOYAmt |
| EOY | $10,471,398 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $958,686 | BOYAmt |
| EOY | $852,265 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,560,648 | BOYAmt |
| EOY | $29,693,719 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,332 | BOYAmt |
| EOY | $446,751 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $76,978 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $963,027 | BOYAmt |
| EOY | $873,945 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,496,359 | BOYAmt |
| EOY | $1,397,674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,947,094 | BOYAmt |
| EOY | $25,701,388 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,117,195 | BOYAmt |
| EOY | $2,594,657 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,064,289 | BOYAmt |
| EOY | $28,296,045 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,560,648 | BOYAmt |
| EOY | $29,693,719 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,199,976 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $431,732 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | 0 | FederalGrantAuditRequiredInd |
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 | $5,833,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,133,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,974,338 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,865,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,374,794 | CurrentTaxYearAmt |
| Total | $31,181,160 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,833,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,133,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,974,338 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,865,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,374,794 | CurrentTaxYearAmt |
| Total | $31,181,160 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,260,410 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,920,750 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $303,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $363,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $619,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $604,185 | CurrentTaxYearAmt |
| Total | $2,017,981 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $120,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,074 | CurrentTaxYearMinus2YearsAmt |
| Total | $199,743 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $30,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,161 | CurrentTaxYearAmt |
| Total | $198,030 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,596,914 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,412,737 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76700 | 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 | MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 59,155. 2021 AMOUNT: $ 58,690. 2023 AMOUNT: $ 30,024. 2024 AMOUNT: $ 50,161. | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,046,157 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $53,640 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,099,797 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $998,440 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $47,717 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,046,157 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $994,666 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,774 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $998,440 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $894,276 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$5,334 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$105,724 | OtherExpendituresAmt |
| End Year Balance | $994,666 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $545,052 | BeginningYearBalanceAmt |
| Contributions | $182,103 | ContributionsAmt |
| Investment Earnings Or Losses | $358,921 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $191,800 | OtherExpendituresAmt |
| End Year Balance | $894,276 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.95120 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04880 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,634,701 | OtherCostOrOtherBasisAmt |
| Book Value | $2,634,701 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,627,751 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,200,570 | DepreciationAmt |
| Book Value | $9,427,181 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,978,192 | OtherCostOrOtherBasisAmt |
| Depreciation | $311,152 | DepreciationAmt |
| Book Value | $1,667,040 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $882,262 | OtherCostOrOtherBasisAmt |
| Depreciation | $536,326 | DepreciationAmt |
| Book Value | $345,936 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $329,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,697 | DepreciationAmt |
| Book Value | $247,403 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,322,261 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| Amt | $873,945 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $873,945 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,324,647 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $431,732 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $38,466 | OtherRevenueAmt |
| Revenue Not Reported | $470,198 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,854,449 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,854,449 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,092,891 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $38,466 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $38,466 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,054,425 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,054,425 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE ONGOING FUNDING FOR THE ORGANIZATION'S PROGRAMS INTO PERPETUITY. |
| PART X, LINE 2: | URBAN VENTURES LEADERSHIP FOUNDATION IS EXEMPT FROM FEDERAL TAXES ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS BEEN DESIGNATED AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 170 OF THE SAME CODE. ACCORDINGLY, CONTRIBUTIONS QUALIFY FOR DEDUCTION TO THE EXTENT PROVIDED IN THAT CODE. THE ORGANIZATION IS ALSO EXEMPT FROM STATE INCOME TAX ON RELATED INCOME. THE ORGANIZATION FOLLOWS APPLICABLE ACCOUNTING STANDARDS FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 29,912. COST OF GOODS SOLD 8,554. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 29,912. COST OF GOODS SOLD 8,554. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONSBURY & ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16800 45TH AVENUE N | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEPHONE, DIRECT MAIL, EMAIL, WEBSITE | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $3,648,064 | GrossReceiptsAmt |
| Retained By Contractor | $128,732 | RetainedByContractorAmt |
| Net To Organization | $3,519,332 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,648,064 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $128,732 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $3,519,332 | TotalNetToOrganizationAmt |
| Licensed States | MN | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | URBAN GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $130,758 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $107,388 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,370 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,933 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $25,290 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,689 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $130,758 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $107,388 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,370 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,933 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $25,290 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,689 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $29,912 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$6,542 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HAWN | PersonNm |
| Title | PRESIDENT AND CEO (THRU 03/2025) | TitleTxt |
| Base Compensation Filing Org | $167,121 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,180 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $17,820 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $188,121 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $58,250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AMOUNT PAID TO BUILDER | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 71545 | ContributionCnt |
| Noncash Contributions Rpt F990 | $242,545 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. THE CHAIR, THE VICE CHAIR, THE CHIEF EXECUTIVE OFFICER, AND ANY OTHER PERSONS SELECTED BY THE BOARD OF DIRECTORS BY RESOLUTION SHALL CONSTITUTE THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE CORPORATION. THE EXECUTIVE COMMITTEE MAY ACT ONLY DURING INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS AND SHALL AT ALL TIMES BY SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS. DURING SUCH INTERVALS AND SUBJECT TO SUCH CONTROL AND DIRECTION, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY AND POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE AFFAIRS OF THE CORPORATION, SUBJECT TO SUCH LIMITATIONS AS THE BOARD OF DIRECTORS MAY IMPOSE. |
| FORM 990, PART VI, SECTION B, LINE 11B | ONCE THE 990 IS PREPARED A MEETING WILL BE SCHEDULED WITH THE FINANCE COMMITTEE TO REVIEW THE 990. THEY WILL BE EMAILED THE 990 AT LEAST 4 DAYS BEFORE THE MEETING TO REVIEW IT. DURING THE MEETING, MEMBERS WILL HAVE THE ABILITY TO ASK QUESTIONS OF THE FINANCE DIRECTOR AND PROPOSE ANY CHANGES. ONCE THE CHANGES ARE MADE THE COMMITTEE WILL PASS A RESOLUTION TO FILE THE 990. THE FULL BOARD WILL THEN HAVE A CHANCE TO REVIEW THE 990 AND PROPOSE ANY CHANGES BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IF MONITORED THROUGH REVIEW OF THE CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED TO THE BOARD AND OFFICERS ANNUALLY. THIS POLICY REQUIRES BOARD MEMBERS TO REPORT ANY CONFLICT OF INTEREST IMMEDIATELY TO THE CEO OR BOARD CHAIR, ANY BOARD MEMBER THAT HAS A CONFLICT OF INTEREST REGARDING A BOARD DECISION, AND THEIR PRESENCE DOES NOT COUNT TOWARDS THE QUORUM REQUIREMENT. THE CONFLICT WILL ALSO BE DOCUMENTED. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTOR'S DETERMINES THE COMPENSATION OF THE CEO. THEY ARE ADVISED BY THE HEAD OF HR AND ALSO USE 3RD PARTY INFORMATION SUCH AS THE MN COUNCIL OF NON-PROFITS SALARY DATABASE TO DETERMINE THE APPROPRIATE COMPENSATION VALUE. THE CEO'S PAY IS DISCUSSED AT A BOARD MEETING WITHOUT THE CEO PRESENT AND ANY CHANGES ARE DOCUMENTED IN THE BOARD MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
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