2025-11-13T15:17:25-06:00 2025-06-30 411360831 OLSEN THIELEN & CO LTD 2675 LONG LAKE ROAD ST PAUL MN 55113 990 2024-07-01 416040647 MINNESOTA STATE COUNCIL ON ECONOMIC EDUCATION MINN 6126253727 116 RUTTAN HALL 1994 BUFORD AVE ST PAUL MN 55108 JULIE BUNN EXECUTIVE DIRECTOR 6126253727 2025-11-13 1 1 RYAN VETTRUS CPA P01243596 6514834521 2024 2025-03-06 01:10:19Z JULIE BUNN 116 RUTTAN HALL 1994 BUFORD AVE ST PAUL MN 55108 926584 0 X WWW.MCEE.UMN.EDU X 1961 MN MCEE EQUIPS MINNESOTANS WITH THE ECONOMIC AND PERSONAL FINANCIAL KNOWLEDGE AND SKILLS TO MAKE INFORMED DECISIONS AND THRIVE IN OUR COMPLEX WORLD. WE FULFILL OUR MISSION BY TEACHING TEACHERS THROUGH TOP QUALITY PROFESSIONAL DEVELOPMENT AND PROVIDING CURRICULUM MATERIALS; BY ENGAGING STUDENTS WITH CHALLENGING PROGRAMS IN ECONOMIC AND PERSONAL FINANCE EDUCATION; AND BY REACHING COMMUNITIES THROUGH OUR COMMUNITY MENTORSHIP FOR FINANCIAL CAPABILITY PROGRAM AND OTHER PUBLIC OUTREACH ACTIVITIES. 28 28 0 118 0 0 3722238 701926 16740 41964 180834 182694 0 0 3919812 926584 18291 50107 0 0 551415 624438 0 0 69886 286998 285734 856704 960279 3063108 -33695 4566001 4642509 84324 76945 4481677 4565564 X MCEE EQUIPS MINNESOTANS WITH THE ECONOMIC AND PERSONAL FINANCIAL KNOWLEDGE AND SKILLS TO MAKE INFORMED DECISIONS AND THRIVE IN OUR COMPLEX WORLD. WE FULFILL OUR MISSION BY TEACHING TEACHERS THROUGH TOP QUALITY PROFESSIONAL DEVELOPMENT AND PROVIDING CURRICULUM MATERIALS; BY ENGAGING STUDENTS WITH CHALLENGING PROGRAMS IN ECONOMIC AND PERSONAL FINANCE EDUCATION; AND BY REACHING COMMUNITIES THROUGH OUR COMMUNITY MENTORSHIP FOR FINANCIAL CAPABILITY PROGRAM AND OTHER PUBLIC OUTREACH ACTIVITIES. 0 0 784045 50107 41964 MCEE REACHES ITS GOALS BY TEACHING TEACHERS, ENGAGING STUDENTS, AND REACHING COMMUNITIES. IN FY 2025, MCEE PROVIDED 125 PROFESSIONAL DEVELOPMENT WORKSHOPS, WITH 245 UNIQUE HOURS OF CONTENT, ALONG WITH CURRICULUM AND OTHER RESOURCES FOR 4,570 TEACHERS GIVING THEM RESEARCH-BASED KNOWLEDGE, TEACHING TECHNIQUES, AND LESSONS TO ASSURE THE 99,204 STUDENTS THEY REACH GAIN STRONG ECONOMIC AND PERSONAL FINANCIAL KNOWLEDGE FOR SUCCESS THROUGH RELEVANT AND ENGAGING REAL-WORLD LEARNING.IN FY 2025, MORE THAN 1,500 STUDENTS PARTICIPATED IN MCEE DIRECT-TO-STUDENT PROGRAMS - VIRTUAL COMPETITIONS, CHALLENGES, AND INSTITUTES - MOVING THEIR ECONOMIC/PERSONAL FINANCE KNOWLEDGE AND CRITICAL THINKING SKILLS TO A HIGHER LEVEL. MCEE WORKS TO HELP MINNESOTANS UNDERSTAND AND MAKE SOUND ECONOMIC CHOICES, IMPRVE INDVIDUAL PERSONAL FINANCIAL SITUATIOS, AND CREATE ECONOMIC STABILITY AND VITALITY IN LOCAL COMMUNITIES. MCEE STRIVES TO REACH ALL OUR DIVERSE COMMUNITY, WITH SEVERAL PROGRAM FOCUSING SPECIFICALLY ON UNDERSERVED POPULATIONS. 784045 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 39 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MN X X THE ORGANIZATION 6126253727 116 RUTTAN HALL 1994 BUFORD AVE ST PAUL MN 55108 KIYRIE ABERNETHY DIRECTOR 1.50 X 0 0 0 KEVIN ARIO DIRECTOR 0.50 X 0 0 0 JONAH BARSTAD DIRECTOR 1.50 X 0 0 0 APRIL CHUNG DIRECTOR 1.50 X 0 0 0 JOEL COLEMAN DIRECTOR 1.50 X 0 0 0 TIMOTHY DEVANEY DIRECTOR 1.50 X 0 0 0 EMANUEL EKSTROM STRATEGIC PLANNING CHAIR 1.50 X X 0 0 0 KRISTIN FERGUSON TREASURER & FINANCE CHAIR 1.50 X X 0 0 0 JEANNA FIFER DIRECTOR 1.50 X 0 0 0 ELBA GUILLE GARZA DIRECTOR 1.50 X 0 0 0 JOHNATHAN GAST DIRECTOR 1.50 X 0 0 0 CHELLE GONZO DIRECTOR 1.50 X 0 0 0 TERRANCE HURLEY DIRECTOR 1.50 X 0 0 0 BRADLEY HUTTER BOARD CHAIR 1.50 X X 0 0 0 PETER HUNTER-HANSON DIRECTOR 1.50 X 0 0 0 AMY KAMENICK DIRECTOR 1.50 X 0 0 0 JASON KLEY DIRECTOR 1.50 X 0 0 0 NANCY LAMBERT SECRETARY & GOVERNANCE CHAIR 1.50 X X 0 0 0 STEVE LEAR DIRECTOR 1.50 X 0 0 0 ANDREW MAAS DEVELOPMENT CHAIR 1.50 X X 0 0 0 LYNN MACDONALD DIRECTOR 1.50 X 0 0 0 JUDY MARES DIRECTOR 1.50 X 0 0 0 KELLY MCCLELLAN DIRECTOR 1.50 X 0 0 0 JENNIFER MCGARRY DIRECTOR 1.50 X 0 0 0 BRIAN MUENCH DIRECTOR 1.50 X 0 0 0 KOTCHI PROSPER DIRECTOR 1.50 X 0 0 0 TODD SCHNELL DIRECTOR 1.50 X 0 0 0 BILL SCHWIETZ DIRECTOR 1.50 X 0 0 0 JULIE SWEITZER DIRECTOR 1.50 X 0 0 0 TRACY YUE WANG DIRECTOR 1.50 X 0 0 0 KRISTINE WEST DIRECTOR 1.50 X 0 0 0 JULIE BUNN EXECUTIVE DIRECTOR 40.00 X 118633 0 39742 118633 0 39742 1 0 1 0 0 260000 441926 17120 701926 PROGRAM FEES 900099 21111 21111 OTHER PROGRAM INCOME 900099 20853 20853 41964 182694 182694 926584 41964 0 182694 X 22637 22637 27470 27470 159195 132198 17472 9525 344950 285732 38716 20502 120293 100443 12326 7524 29614 29614 103175 71970 31205 5840 5840 11301 8679 2279 343 1575 788 787 3365 3365 18134 17936 198 91127 89867 1260 1381 1381 SUPPLIES IN-KIND 17120 17120 SERVICE FEES 3102 3102 960279 784045 106348 69886 82867 42392 3614278 3617863 22152 17573 1025 1070 20108 20108 0 0 825977 960356 19702 3255 4566001 4642509 84324 76945 84324 76945 X 4328305 4349965 153372 215599 4481677 4565564 4566001 4642509 -33695 117583 0 X X 0 1 X 1 0 X 505883 799587 665808 3722238 701926 6395442 505883 799587 665808 3722238 701926 6395442 3258112 3137330 6676 11341 20235 180808 182694 401754 6797196 147494 0.46160 0.43870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33623 33623 1028896 1062519 181252 45313 0 0 173439 181252 354691 532037 34022 33623 67645 43360 45313 88673 133010 20108 20108 0 0 X 1146406 117583 102240 219823 926583 0 926583 1062519 102240 102240 960279 0 960279 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM MINNESOTA 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 AND HAS IDENTIFIED NO INCOME TAX UNCERTAINTIES. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE. 0 ST CLOUD STATE UNIVERSITY 720 4TH AVE S ST CLOUD MN 56301 22637 0 STATE SPONSORED RESEARCH 1 SCHOLARSHIPS 6 6000 ECONOMIC CHALLENGE AWARDS 186 12700 PERSONAL FINANCE CHALLENGE AWARDS 80 4750 POSTER CONTEST 24 1750 OTHER AWARDS 61 2270 X X X 0 0 0 0 0 0 0 0 0 JULIE BUNN EXECUTIVE DIRECTOR 118633 0 0 0 0 0 16294 0 23448 0 158375 0 0 0 FORM 990, PART V, LINE 2A: MCEE'S EXECUTIVE DIRECTOR AND STAFF ARE EMPLOYEES OF THE UNIVERSITY OF MINNESOTA. MCEE REIMBURSES THE UNIVERSITY FOR THEIR SERVICES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AND, UPON APPROVAL, WILL INFORM THE FULL BOARD. UPON REQUEST INDIVIDUAL BOARD MEMBERS WILL RECEIVE VIA EMAIL AN ELECTRONIC COPY OF THE APPROVED FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN A CONFLICT OF INTEREST STATEMENT. THE GOVERNANCE COMMITTEE MONITORS POTENTIAL CONFLICTS THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 MCEE'S EXECUTIVE DIRECTOR AND STAFF ARE EMPLOYEES OF THE UNIVERSITY OF MINNESOTA (UMN). MCEE REIMBURSES THE UMN FOR THEIR SERVICES. SALARIES FALL UNDER UMN GUIDELINES. STAFF SALARIES BUDGET IS APPROVED BY THE BOARD. FOR THE EXECUTIVE DIRECTOR (ED) THE ED SEARCH COMMITTEE ESTABLISHED A SALARY RANGE FOR THE POSITION. EXAMINATION OF THE ED SALARIES FOR COMPARABLE ORGANIZATIONS, VIA WEBSITES THAT SHARE SUCH INFORMATION AND THE 990S OF OTHER ORGANIZATIONS, AS WELL AS EDUCATION AND EXPERIENCE LEVELS, WERE ALL INPUTS INTO DETERMINING ED COMPENSATION. STAFF SALARIES, BELOW ED, ARE BASED ON COMPARABLES BOTH FROM THE NONPROFIT SECTOR IN THE TWIN CITIES AND UMN PAY SCALES FROM SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTOR: PROGRAM SERVICE EXPENSES 71,970. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,970. FUNDRAISING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 31,205. TOTAL EXPENSES 31,205. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.