2023-05-23T15:47:53-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2022-01-01 416029683 THE FRIENDS OF THE SAINT PAUL PUBLIC LIBRARY FRIE 6512223242 332 MINNESOTA ST W1420 ST PAUL MN 55101 BETH BURNS PRESIDENT 6512223242 2023-05-23 1 BETH BURNS XXX-XX-XXXX 1 SARAH REICHLING P01587996 6123764500 2023-05-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X BETH BURNS 332 MINNESOTA ST W1420 ST PAUL MN 55101 2960354 0 X WWW.THEFRIENDS.ORG X 1945 MN THE FRIENDS OF THE SAINT PAUL PUBLIC LIBRARY ACTS AS A CATALYST FOR LIBRARIES TO STRENGTHEN AND INSPIRE THEIR COMMUNITIES. AS AN INDEPENDENT, NONPROFIT ORGANIZATION, THE FRIENDS INVESTS LOCALLY IN THE LIBRARY THROUGH FUNDRAISING, ADVOCACY, AND PROGRAMMING. 45 45 19 45 0 0 1811691 1926796 396336 391148 346909 484681 42415 52056 2597351 2854681 690425 729525 0 0 1237000 1250790 0 0 463670 766900 907869 2694325 2888184 -96974 -33503 19686618 16713531 426129 299388 19260489 16414143 X WE ACT AS A CATALYST FOR LIBRARIES TO STRENGTHEN AND INSPIRE THEIR COMMUNITIES. AS AN INDEPENDENT, NONPROFIT ORGANIZATION, THE FRIENDS INVESTS LOCALLY IN THE LIBRARY THROUGH FUNDRAISING, ADVOCACY, AND PROGRAMMING. OUR STATEWIDE AND NATIONAL IMPACT INCLUDES WORK AS OUR STATE'S LIBRARY OF CONGRESS-DESIGNATED CENTER FOR THE BOOK AND THROUGH OUR NATIONAL LIBRARY CONSULTING WORK. OUR VISION IS A DYNAMIC LIBRARY AT THE HEART OF EVERY COMMUNITY AND WE ARE GUIDED BY FIVE CORE BELIEFS (OUR VALUES): WE BELIEVE IN CONNECTING; WE BELIEVE IN LIBRARIES; WE BELIEVE IN EVERYONE; WE BELIEVE IN POTENTIAL; AND, WE BELIEVE IN LEARNING. 0 0 729525 729525 0 FUNDRAISING. THE FRIENDS ANNUALLY INVESTS IN OUR LIBRARY THROUGH FUNDRAISING, ADVOCACY, AND PROGRAMMING. WE FUNCTION AS THE SAINT PAUL PUBLIC LIBRARY'S FOUNDATION, MANAGING MORE THAN $15 MILLION IN ENDOWMENT ASSETS. THE FRIENDS SENT $730,000 TO THE LIBRARY IN 2022. THIS IS AN INCREASE OF 6% FROM 2021 AND REPRESENTS 4% OF THE LIBRARY'S ANNUAL OPERATING BUDGET. FRIENDS ANNUAL FUNDRAISING SUPPORTS ONGOING LIBRARY PRIORITIES SUCH AS INNOVATION THROUGH PILOT PROGRAMS, CHILDREN AND YOUTH ENRICHMENT INITIATIVES, AND DIGITAL EQUITY AND WORKFORCE SERVICES. IN 2022, THE FRIENDS COMPLETED A FEASIBILITY STUDY AND CASE FOR SUPPORT IN ANTICIPATION OF FUTURE CAMPAIGN ACTIVITIES THAT WILL SUPPORT TRANSFORMATION WITHIN SAINT PAUL LIBRARY BRANCHES. 19025 0 0 ADVOCACY. IN 2022, FRIENDS ADVOCACY EFFORTS CONTRIBUTED TO RESTORING ALL LIBRARY STAFF POSITIONS THAT WERE CUT OR REDUCED DUE TO THE PANDEMIC TO THE LIBRARY'S GENERAL FUND. TWO ADDITIONAL COMMUNITY SERVICES POSITIONS WERE ADDED TO THE BUDGET TO SUPPORT HMONG AND BLACK/AFRICAN AMERICAN LIBRARY PATRONS WITH A CULTURE FIRST APPROACH TO PROGRAM AND SERVICE DEVELOPMENT AND DELIVERY. THE LIBRARY'S MATERIALS BUDGET WAS ALSO RESTORED TO PRE-PANDEMIC LEVELS. 1153955 0 391148 PROGRAMMING. THE FRIENDS CONTINUED OUR SIGNATURE PROGRAMS AND EVENTS IN 2022 WITH A MIX OF IN PERSON, VIRTUAL, AND HYBRID PROGRAMMING. AS MINNESOTA'S CENTER FOR THE BOOK, A LIBRARY OF CONGRESS DESIGNATION, WE PRESENTED 24 EVENTS AND WELCOMED THOUSANDS OF PARTICIPANTS FROM ACROSS THE STATE TO THE MINNESOTA BOOK AWARDS, ONE BOOK | ONE MINNESOTA, AND MOVING WORDS: WRITERS ACROSS MINNESOTA, AMONG OTHER PROGRAMS. OUR LIBRARY STRATEGIES CONSULTING GROUP COMPLETED 23 PROJECTS ACROSS THE COUNTRY, ASSISTING OTHER LIBRARY SYSTEMS AND FOUNDATIONS WITH STRATEGIC PLANNING, FUNDRAISING, AND PROJECT MANAGEMENT. 1902505 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 73 0 1 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 45 45 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X LESLIE JOHNSON 6512223242 332 MINNESOTA ST STE W1420 ST PAUL MN 55101 BRIDGET MANAHAN CHAIR 1.00 X X 0 0 0 HEATHER ANFANG VICE CHAIR 1.00 X X 0 0 0 SEAN KERSHAW TREASURER 1.00 X X 0 0 0 TED DAVIS SECRETARY 1.00 X X 0 0 0 DER YANG CHAIR ADVOCACY 1.00 X X 0 0 0 DUCHESS HARRIS CHAIR CENTER FOR THE BOOK 1.00 X X 0 0 0 ERIN BAILEY CHAIR GOVERNANCE 1.00 X X 0 0 0 CAROLYN WOLLAN CHAIR OPUS & OLIVES 1.00 X X 0 0 0 DAN PROKOTT CHAIR HUMAN RESOURCES 1.00 X X 0 0 0 CHUCK WRIGHT CHAIR INSTITUTIONAL ENGAGE 1.00 X X 0 0 0 JENNIFER WOLF CHAIR INDIVIDUAL ENGAGEMEN 1.00 X X 0 0 0 KIMBERLY DITTER CHAIR COMMUNICATIONS 1.00 X X 0 0 0 DONNA ALLAN MEMBER 1.00 X 0 0 0 CAROL BAGNOLI MEMBER 1.00 X 0 0 0 JASON BRADSHAW MEMBER 1.00 X 0 0 0 KATHRYN F BROWN MEMBER 1.00 X 0 0 0 DANA BRUCE MEMBER 1.00 X 0 0 0 ARMANDO CAMACHO MEMBER 1.00 X 0 0 0 TETRA CONSTANTINO MEMBER 1.00 X 0 0 0 LOREN DANIELSON MEMBER 1.00 X 0 0 0 KATE DIENHART MEMBER 1.00 X 0 0 0 JILL DROUBIE MEMBER 1.00 X 0 0 0 NA ENG MEMBER 1.00 X 0 0 0 BETTINA HOYE MEMBER 1.00 X 0 0 0 J LOHINI MAYO MEMBER 1.00 X 0 0 0 PATRICIA LOPEZ MEMBER 1.00 X 0 0 0 GREG MAZANEC MEMBER 1.00 X 0 0 0 MICHAEL MCGREEVY MEMBER 1.00 X 0 0 0 MELANIE MCMAHON MEMBER 1.00 X 0 0 0 BRYCE MILLER MEMBER 1.00 X 0 0 0 AHNA MINGE MEMBER 1.00 X 0 0 0 DEEPA NIRMAL MEMBER 1.00 X 0 0 0 KIM OBRIEN MEMBER 1.00 X 0 0 0 JEAN OCONNELL MEMBER 1.00 X 0 0 0 CARRIE OBRY MEMBER 1.00 X 0 0 0 MARCUS POPE MEMBER 1.00 X 0 0 0 MARK PRICE MEMBER 1.00 X 0 0 0 RON RICHARD MEMBER 1.00 X 0 0 0 TY SILBERHORN MEMBER 1.00 X 0 0 0 TOCCARA STARK MEMBER 1.00 X 0 0 0 DAN STOLTZ MEMBER 1.00 X 0 0 0 MARK TAYLOR MEMBER 1.00 X 0 0 0 THOMAS F VOTEL MEMBER 1.00 X 0 0 0 SCOTT ZASTOUPIL MEMBER 1.00 X 0 0 0 BETH BURNS PRESIDENT 40.00 X 146817 0 57214 LESLIE JOHNSON SR. DIRECTOR OF FINANCE & ADMINISTRATION 40.00 X 64516 0 24347 GREG GILES FORMER SR. DIRECTOR OF DEVELOP 40.00 X 105642 0 23672 316975 0 105233 2 0 1 0 0 235924 223959 1466913 13307 1926796 CONSULTING 541610 391148 391148 391148 484681 484681 41550 235924 105673 -64123 -64123 MISCELLANEOUS 561000 116179 116179 116179 2854681 391148 0 536737 729525 729525 422208 141570 131955 148683 672446 371752 180924 119770 12718 5937 6775 6 72551 47103 10725 14723 70867 34016 19843 17008 2156 2156 21099 21099 62902 62902 1250 1250 24149 6316 8381 9452 108690 42889 21103 44698 74501 31930 13931 28640 72966 35024 20430 17512 37331 36683 168 480 53391 25628 14949 12814 CONTRACT LABOR 362100 324600 37500 MISCELLANEOUS 67984 60244 7740 PROFESSIONAL DEVELOPMEN 19350 9288 5418 4644 2888184 1902505 522009 463670 823704 1085027 401592 179833 240594 98649 105488 90255 9150 9150 46641 51416 355308 304657 87805 50651 14562597 12197014 3409047 2951536 19686618 16713531 424929 296388 1200 3000 426129 299388 X 2776300 100618 16484189 16313525 19260489 16414143 19686618 16713531 X -33503 -2355332 -457511 X X 0 1 X 1 0 X 1661179 2075821 2132329 1811691 1926796 9607816 1661179 2075821 2132329 1811691 1926796 9607816 187002 9420814 468458 353618 340942 346909 484681 1994608 87626 99128 64517 92085 116179 459535 12061959 0.78100 0.78330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 87,626. 2019 AMOUNT: $ 99,128. 2020 AMOUNT: $ 64,517. 2021 AMOUNT: $ 92,085. 2022 AMOUNT: $ 116,179. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 1 1 0 0 1 0 1 0 1 7876 7876 0 0 0 PART II-B, LINE 1: STAFF TIME SPENT CONVENING AND SUPPORTING AN ADVOCACY COMMITTEE THAT LOBBIES BOTH THE CITY OF SAINT PAUL AND THE MINNESOTA LEGISLATURE ON BEHALF OF THE SAINT PAUL PUBLIC LIBRARY AND THE FRIENDS OF THE SAINT PAUL PUBLIC LIBRARY. 13501862 650630 -1951882 1285399 10915211 12400762 71840 1605901 576641 13501862 11704355 3134 1227338 534065 12400762 10153748 292446 1777173 519012 11704355 11369937 373931 -424708 1165412 10153748 0.02068 0.55111 0.42822 1 0 306360 286945 19415 48948 17712 31236 50651 BENEFICIAL INTERESTS IN ASSETS HELD BY OTHERS 2951536 2951536 X 61683 -2355332 32302 -407066 -2730096 2791779 62902 62902 2854681 2908029 32302 50445 82747 2825282 62902 62902 2888184 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, DESCRIBED UNDER SECTION 509(A)(2). CHARITABLE CONTRIBUTIONS MADE BY DONORS TO THE ORGANIZATION ARE TAX DEDUCTIBLE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF ASSETS HELD BY OTHERS -457,511. FUNDRAISING EVENT EXPENSE IN EXCESS OF DIRECT BENEFIT 50,445. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE IN EXCESS OF DIRECT BENEFIT 50,445. OPUS AND OLIVES EVENT 277474 235924 41550 55228 50445 277474 235924 41550 55228 50445 105673 -64123 SCHEDULE G, PART II THE 19TH ANNUAL OPUS & OLIVES EVENT IN 2022 GENERATED $277,474 IN OPERATING REVENUE (INCLUDING SPONSORSHIPS, EVENT DONATIONS, TICKET SALES, AND IN-KIND DONATIONS) AGAINST EXPENSES OF $105,673, RESULTING IN A NET GAIN OF $171,801 FOR THE ORGANIZATION. 1 THE SAINT PAUL PUBLIC LIBRARY 900 W 4TH STREET ST PAUL MN 55101 416005521 729525 0 N/A N/A GRANTS TO SUPPORT THE SAINT PAUL PUBLIC LIBRARY OPERATIONS AND PROGRAMS. 1 0 PART I, LINE 2: ALL GRANTS TO THE ST. PAUL PUBLIC LIBRARY (THE FRIENDS SOLE GRANTEE) ARE ACCOMPANIED BY A DOCUMENT INDICATING THE REQUIRED USE OF THE FUNDING AS APPROVED BY THE BOARD OF TRUSTEES AND SPECIFIES THAT BY CASHING THE FRIENDS' CHECK, THE GRANTEE IS AGREEING TO SPEND THE FUNDS IN ACCORDANCE WITH THE GRANT TERMS. FRIENDS AND LIBRARY STAFF MEMBERS MEET REGULARLY TO TRACK SPENDING PROGRESS USING A SHARED TRACKING TOOL. X X X 1 0 0 0 0 0 0 0 0 BETH BURNS PRESIDENT 146817 0 0 0 0 0 23240 0 33974 0 204031 0 0 0 PART I, LINE 3 THE HUMAN RESOURCES COMMITTEE REVIEWS AND APPROVES THE PRESIDENT'S SALARY ANNUALLY, WHICH IS BENCHMARKED AGAINST THE MN COUNCIL OF NONPROFITS SALARY AND BENEFITS SURVEY. PART I, LINE 4A SEVERANCE PAYMENT - GREG GILES $3,631. X 8 276418 HIGH/LOW AVERAGE STOCK V X 1 2500 ESTIMATED FMV 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE PRESENTED TO THE FINANCE AND EXECUTIVE COMMITTEES FOR REVIEW AND APPROVAL BEFORE SHARING ELECTRONICALLY WITH THE BOARD OF DIRECTORS FOR QUESTIONS AND INPUT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS REQUIRED TO BE SUBMITTED ANNUALLY BY ALL BOARD MEMBERS. IF A CONFLICT IS DISCLOSED, IT IS REPORTED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND FINANCE DIRECTOR REVIEW THE MN COUNCIL ON NONPROFITS' SALARY & BENEFITS SURVEY DATA AND MAKE RECOMMENDATIONS TO THE HUMAN RESOURCES COMMITTEE FOR SALARY AND/OR BENEFITS CHANGES FOR ALL STAFF. THE HUMAN RESOURCES COMMITTEE REVIEWS AND APPROVES SALARIES & BENEFITS AS PART OF THE ANNUAL BUDGET PROCESS, INCLUDING THE PRESIDENT'S SALARY AND BENEFITS. THE REVIEW IS DOCUMENTED IN THE COMMITTEE MINUTES AND A WRITTEN MEMO FOR THE HUMAN RESOURCES COMMITTEE REGARDING THE PRESIDENT'S REVIEW. THIS PROCESS LAST TOOK PLACE IN DECEMBER 2022. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST DISCLOSURE STATEMENT, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ASSETS HELD BY OTHERS -457,511. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.