2024-02-12T14:22:36-06:00 2023-06-30 411360831 OLSEN THIELEN & CO LTD 2675 LONG LAKE ROAD ROSEVILLE MN 551131117 990 2022-07-01 208505156 WALLIN EDUCATION PARTNERS WALL 9523451920 451 LEXINGTON PARKWAY N 100 ST PAUL MN 55104 MOHAMED SALLAM PRESIDENT & CEO 9523451920 2024-01-17 1 MOHAMED SALLAM 999009999 0 RYAN VETTRUS CPA P01243596 6514834521 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MOHAMED SALLAM 451 LEXINGTON PARKWAY N 100 ST PAUL MN 55104 14660767 0 X WWW.WALLINPARTNERS.ORG X 2006 MN TO ENSURE COLLEGE AND CAREER SUCCESS FOR HIGH POTENTIAL STUDENTS FROM LOW-INCOME BACKGROUNDS, AND THROUGH OUR EFFORTS HELP BUILD DIVERSE, EQUITABLE AND VIBRANT COMMUNITIES. WE DO THIS THROUGH A COMPREHENSIVE MODEL OF FINANCIAL AID AND HOLISTIC SUPPORT, AND COLLABORATION WITH OUR BUSINESS, EDUCATION, COMMUNITY, AND PHILANTHROPIC PARTNERS. 16 16 55 202 0 0 10872154 14086579 0 15250 54104 219504 0 -67396 10926258 14253937 4490698 4711995 0 0 2453688 3412784 0 0 759580 749426 829303 7693812 8954082 3232446 5299855 25848040 31310318 668432 622900 25179608 30687418 X TO ENSURE COLLEGE AND CAREER SUCCESS FOR HIGH POTENTIAL STUDENTS FROM LOW-INCOME BACKGROUNDS, AND THROUGH OUR EFFORTS HELP BUILD DIVERSE, EQUITABLE AND VIBRANT COMMUNITIES. WE DO THIS THROUGH A COMPREHENSIVE MODEL OF FINANCIAL AID AND HOLISTIC SUPPORT, AND COLLABORATION WITH OUR BUSINESS, EDUCATION, COMMUNITY, AND PHILANTHROPIC PARTNERS. 0 0 7642125 4711995 15250 WALLIN EDUCATION PARTNERS' ACTIVITIES FOCUS ON BREAKING DOWN THE BARRIERS TO ECONOMIC OPPORTUNITY AND ACADEMIC SUCCESS FACED BY LOW-INCOME STUDENTS. WALLIN EDUCATION PARTNERS (WALLIN) IS THE ONLY PROGRAM IN MINNESOTA THAT PROVIDES A HOLISTIC COMBINATION OF STUDENT SUPPORTS--SPANNING FINANCIAL AID, COMPREHENSIVE ADVISING, WRAP-AROUND SERVICES, AND CAREER PLACEMENT--TO ENSURE SUCCESS THROUGHOUT COLLEGE. IN FY2023 WE WELCOMED 449 NEW STUDENTS INTO OUR PROGRAMS. 91% ARE STUDENTS OF COLOR AND 76% ARE THE FIRST IN THEIR FAMILY TO ATTEND COLLEGE. THE MAJORITY OF WALLIN SCHOLARS ARE ENROLLED IN A FOUR-YEAR PROGRAM, CURRENTLY TOTALING 1,217 PARTICIPANTS. THE SIX-YEAR GRADUATION RATE FOR THESE SCHOLARS IS 84% COMPARED TO A 64% GRADUATION RATE FOR ALL STUDENTS NATIONALLY. WALLIN PROGRAMS INCLUDE: SCHOLAR ADVISOR PROGRAM: SCHOLARS RECEIVE COLLEGE AND CAREER ADVISING FROM A WALLIN ADVISOR. THE SCHOLAR-ADVISOR RELATIONSHIP BEGINS WHEN A STUDENT IS ADMITTED INTO OUR PROGRAM DURING THEIR SENIOR YEAR IN HIGH SCHOOL AND CONTINUES UNTIL THEY GRADUATE COLLEGE AND OFTEN WELL BEYOND GRADUATION. STUDENTS AND ADVISORS MEET SIX TO EIGHT TIMES PER YEAR TO CHECK IN ON PROGRESS, DEVELOP GOALS, AND ADDRESS EACH STUDENT'S NEEDS. FINANCIAL AID: SCHOLARS RECEIVE FINANCIAL AID DISTRIBUTED TERM-BY-TERM THROUGHOUT COLLEGE. FUNDS ARE ADMINISTERED DIRECTLY TO COLLEGES AND UNIVERSITIES, PROVIDED THE STUDENT MEETS MINIMUM GPA REQUIREMENTS AND REMAINS ON TRACK FOR GRADUATION. OUR LONG-STANDING RELATIONSHIPS WITH OUR PARTNER COLLEGES HELP US TO LEVERAGE ADDITIONAL FINANCIAL RESOURCES TO ENSURE THAT OUR FUNDING DOES NOT REPLACE INSTITUTIONAL FUNDING. COLLEGE-TO-CAREER: WALLIN IS BUILDING A SCALABLE AND SUSTAINABLE COLLEGE-TO-CAREER PROGRAM THAT SUPPORTS STUDENTS IN THE AREAS OF CAREER DISCERNMENT AND EXPLORATION, CORE SKILL DEVELOPMENT, SECURING INTERNSHIPS AND APPRENTICESHIPS, TRANSLATING THESE EXPERIENCES INTO FULL-TIME JOB OPPORTUNITIES, AND ALUMNI SUPPORT. IN ADDITION TO THE ROBUST COLLEGE-TO-CAREER PROGRAMMING EMBEDDED IN OUR CORE MODEL, WE ALSO HOST A NUMBER OF CAREER DEVELOPMENT EVENTS. OUR SIGNATURE EVENT IS THE WALLIN CAREER FAIR. STUDENTS CAN PARTICIPATE IN A RESUME TIPS AND TRICKS/CAREER FAIR BEST PRACTICES SESSION PRIOR TO THE FAIR. ON THE DAY OF THE FAIR, WE ALSO PROVIDE A PREP SESSION THAT GUIDES SCHOLARS ON HOW TO MAXIMIZE THEIR TIME IN THE FAIR, PRACTICE THEIR PERSONAL ELEVATOR PITCH AND MAKE LIFE-CHANGING CONNECTIONS WITH EMPLOYERS. OVER THE PAST YEAR, WE HELD 5 CAREER-FOCUSED EVENTS FOR OUR SCHOLARS AND 2 FOR OUR ALUMNI.OPPORTUNITY PATHWAYS (OP): AT WALLIN, WE KNOW THAT COLLEGE AND CAREER SUCCESS DOES NOT LOOK THE SAME FOR EVERYONE. OP PROVIDES ANOTHER PATHWAY FOR SCHOLARS HEADED TO A COMMUNITY COLLEGE. SCHOLARS RECEIVE THE SAME HOLISTIC SUPPORT OUR TRADITIONAL PROGRAM USES TO INCREASE ACCESS TO CAREER-READY PROGRAMS AND INCREASED GRADUATION RATES FOR OUR OP STUDENTS. CURRENTLY, 239 STUDENTS PARTICIPATE IN THIS PROGRAM. HIGHLIGHTS: - WE ARE CURRENTLY SERVING 1,456 STUDENTS. - OVER 6,000 STUDENTS HAVE RECEIVED SUPPORT SINCE 1992. - WE PARTNER WITH 68 HIGH SCHOOLS. - NEARLY 40% OF OUR SCHOLARS GRADUATE WITH NO DEBT. AVERAGE DEBT FOR WALLIN SCHOLARS IS AROUND $9,000, 1/4 OF THE $36,000 AVERAGE COLLEGE STUDENT. - THE ALUMNI BOARD ORGANIZES APPROXIMATELY 10 ALUMNI-ENGAGEMENT EVENTS EACH YEAR. - WE LAUNCHED NEW PATHWAYS FOR SCHOLARS PURSUING MEDICAL TECHNOLOGY AND CONSTRUCTION MANAGEMENT DEGREES THAT INCLUDE PROFESSIONAL MENTORING, INTERNSHIPS, AND DIRECT CAREER OPPORTUNITIES FOR OUR TWO-YEAR SCHOLARS. 7642125 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 55 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X MOHAMED SALLAM 9523451920 451 LEXINGTON PARKWAY N 100 ST PAUL MN 55104 SUSAN BASIL-KING PRESIDENT & CEO 40.00 X 247750 0 28604 STELA CENTER DEPUTY DIRECTOR 40.00 X 143086 0 20260 MELISSA PFEIFFER DIRECTOR OF FINANCE 40.00 X 142218 0 32548 KEVIN SALKAS DIRECTOR OF ENROLLMENT AND ANALYTICS 40.00 X 110952 0 8542 MOHAMED SALLAM DIRECTOR OF SCHOLAR PROGRAMS 40.00 X 126583 0 7282 GEOFFREY WILSON SENIOR DIRECTOR OF STRATEGIC INITIATIVES 40.00 X 142411 0 16868 KATIE LAWLER CHAIR 0.50 X X 0 0 0 KELLY HENRY VICE CHAIR 0.50 X X 0 0 0 KALEB RUMICHO SECRETARY 0.50 X X 0 0 0 MARK CHRISTENSEN TREASURER 1.00 X X 0 0 0 ROLANDO GARCIA TRUSTEE 0.50 X 0 0 0 STEPHEN R LEWIS JR TRUSTEE 0.50 X 0 0 0 BRADFORD W WALLIN TRUSTEE 1.00 X 0 0 0 ELIZABETH HAWN TRUSTEE 0.50 X 0 0 0 SUSAN HEEGAARD TRUSTEE 0.50 X 0 0 0 DARREN JACKSON TRUSTEE 0.50 X 0 0 0 BECKY MALKERSON TRUSTEE 0.50 X 0 0 0 HELEN MEYER TRUSTEE 0.50 X 0 0 0 ASTEIN OSEI TRUSTEE 0.50 X 0 0 0 CATHRYN BAKER TRUSTEE 0.50 X 0 0 0 MARCUS POPE TRUSTEE 0.50 X 0 0 0 913000 0 114104 6 0 1 0 0 538103 13548476 14086579 PROGRAM SERVICE FEES 900099 15250 15250 15250 220005 220005 295968 296469 -501 -501 -501 42965 538103 110361 -67396 -67396 14253937 15250 0 152108 4711995 4711995 451120 313410 58829 78881 2514284 1754580 306509 453195 34868 23533 6437 4898 197246 133124 36414 27708 215266 153451 25045 36770 15639 15639 87066 44807 28115 14144 30489 19376 4997 6116 174823 131564 1729 41530 20973 7554 857 12562 139883 95527 18954 25402 178390 113368 29236 35786 3497 3103 13 381 111757 90116 8020 13621 49207 36835 5448 6924 9498 7272 980 1246 OTHER EXPENSE 6030 1689 4341 DUES AND SUBSCRIPTIONS 2051 821 814 416 8954082 7642125 552377 759580 183113 24439 15121524 19019188 10184630 11997315 23646 14924 66061 73981 165973 79024 96557 86949 172509 93522 25848040 31310318 495923 529378 172509 93522 668432 622900 X 1484828 4730077 23694780 25957341 25179608 30687418 25848040 31310318 5299855 207955 0 X X 0 1 X 1 0 X 10169762 7350670 8280873 10872154 14086579 50760038 10169762 7350670 8280873 10872154 14086579 50760038 8718575 42041463 167481 109938 77741 58952 220005 634117 51394155 15250 0.81800 0.70810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 30489 30489 8923593 8954082 597704 149426 0 0 597704 597704 896556 30489 30489 149426 149426 224139 34001 21723 12278 19697 5618 14079 112275 51683 60592 86949 LEASE LIABILITY 93522 93522 X 14461892 207955 207955 14253937 0 14253937 8954082 0 8954082 0 8954082 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 BUT IS SUBJECT TO INCOME TAX ON NET UNRELATED BUSINESS INCOME. 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 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. 1 AGILE ADVANCEMENT PARTNERS 921 5TH ST N STILLWATER MN 55082 30TH ANNIVERSARY CAMPAIGN 0 0 14000 -14000 14000 -14000 30TH ANNIVERSARY GALA 581068 538103 42965 68733 21035 20593 581068 538103 42965 68733 21035 20593 110361 -67396 1 SCHOLARSHIPS 1243 4711995 PART I, LINE 2: WALLIN PROVIDES GRANTS FOR SCHOLARSHIPS FOR TWO AND FOUR-YEAR PROGRAMS. WE HAVE A ROBUST APPLICANT SCREENING PROCESS THAT INCLUDES A NOT-TO-EXCEED ADJUSTED GROSS INCOME METRIC. IN ADDITION, EACH SEMESTER, WALLIN EDUCATION PARTNERS STAFF REVIEWS EACH STUDENT'S FINANCIAL AID AWARD LETTER TO DETERMINE UNMET FINANCIAL NEED (FINANCIAL AID GAP). WALLIN EDUCATION PARTNERS CAPS DISBURSEMENTS OF SCHOLARSHIP DOLLARS AT THE AMOUNT AT WHICH EACH SCHOLAR'S GAP IS FILLED. X X X X 0 0 0 0 0 0 0 0 0 SUSAN BASIL-KING PRESIDENT & CEO 247750 0 0 0 0 0 27000 0 1604 0 276354 0 0 0 STELA CENTER DEPUTY DIRECTOR 143086 0 0 0 0 0 12497 0 7763 0 163346 0 0 0 MELISSA PFEIFFER DIRECTOR OF FINANCE 142218 0 0 0 0 0 25789 0 6759 0 174766 0 0 0 GEOFFREY WILSON SENIOR DIRECTOR OF STRATEGIC INITIAT 142411 0 0 0 0 0 15665 0 1203 0 159279 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 DRAFT WILL BE REVIEWED AND DISCUSSED AT THE DECEMBER 4, 2023 WEP FINANCE COMMITTEE, AND PROVIDED TO THE FULL BOARD OF TRUSTEES AT THEIR DECEMBER 14, 2023 MEETING FOR REVIEW AND APPROVAL TO FILE. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN CONFLICT OF INTEREST DOCUMENT IS DISTRIBUTED ANNUALLY TO ALL BOARD MEMBERS AT THE JUNE BOARD MEETING. THE FORM IS UPDATED, SIGNED, AND SUBMITTED TO THE ORGANIZATION EACH YEAR BY ALL TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR IN APPROXIMATELY JUNE, THE BOARD CHAIR LEADS THE FULL BOARD IN A FORMAL PERFORMANCE EVALUATION PROCESS FOR THE PRESIDENT AND CEO AND USES A FORMULA TO DETERMINE SALARY INCREASE AND BONUS. THE SALARY INCREASE IS MERIT BASED, AS WELL AS A MODERATE BONUS BASED ON ORGANIZATIONAL, AS WELL AS INDIVIDUAL PERFORMANCE COMPARED TO ANNUAL GOALS AND MARKET DATA. A COMPREHENSIVE COMPENSATION STUDY WAS CONDUCTED IN THE FISCAL YEAR TO DEVELOP A SALARY SCALE IN LINE WITH THE MARKET FOR ALL POSITIONS IN THE ORGANIZATION. ADJUSTMENTS TO COMPENSATION FOR OTHER KEY EMPLOYEES WERE APPROVED BY THE CEO AND MADE IN LINE WITH THE NEW SCALE. FORM 990, PART VI, SECTION C, LINE 19 WALLIN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.