2025-12-18T14:33:22-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2024-07-01 300238807 NORTHSIDE ACHIEVEMENT ZONE NORT 6125214405 1964 N 2ND STREET MINNEAPOLIS MN 55411 SONDRA SAMUELS PRESIDENT & CEO 6125214405 2025-12-08 1 1 KAREN A GRIES P00078514 6128764500 2025-12-08 2024 2025-03-06 01:10:19Z SONDRA SAMUELS 1964 N 2ND STREET MINNEAPOLIS MN 55411 24875631 0 X WWW.NORTHSIDEACHIEVEMENT.ORG X 2004 MN TO END MULTIGENERATIONAL POVERTY IN NORTH MINNEAPOLIS. 28 28 82 76 0 0 14338342 15372926 0 0 300810 662523 -1808450 -1887147 12830702 14148302 0 0 0 0 7366605 8403990 0 0 1697318 9549704 9969278 16916309 18373268 -4085607 -4224966 22361062 19252932 2049060 2762744 20312002 16490188 X THE NAZ MISSION IS TO END MULTI-GENERATIONAL POVERTY IN NORTH MINNEAPOLIS BY BUILDING A CULTURE OF ACHIEVEMENT WHERE ALL LOW-INCOME CHILDREN OF COLOR HAVE THE SUPPORT THEY NEED TO GRADUATE HIGH SCHOOL AND SUCCEED IN COLLEGE, CAREER, AND LIFE. 0 0 13581413 0 0 THE NAZ MISSION IS TO END MULTI-GENERATIONAL POVERTY IN NORTH MINNEAPOLIS BY BUILDING A CULTURE OF ACHIEVEMENT WHERE ALL LOW-INCOME CHILDREN OF COLOR HAVE THE SUPPORT THEY NEED TO GRADUATE HIGH SCHOOL AND SUCCEED IN COLLEGE, CAREER, AND LIFE.NAZ ACCOMPLISHES THIS THROUGH PARTNERSHIPS WITH PARENTS, SCHOLARS, COMMUNITY ORGANIZATIONS, AND SCHOOLS. FOUNDED IN 2008, NAZ IS A COLLABORATIVE OF MORE THAN 30 NON-PROFIT AND EDUCATIONAL INSTITUTIONS THAT HAVE ALIGNED PROGRAMS AND SYSTEMS TO ENCIRCLE NORTHSIDE CHILDREN AND PARENTS WITH ALL-ENCOMPASSING SUPPORT. NAZ AND IT'S PARTNERS ARE COMMITTED TO BUILDING MEASURABLE AND LASTING CHANGE IN A COMMUNITY WITH MANY STRENGTHS AND ASSETS, THAT HAS BEEN PLAGUED BY RACIAL DISCRIMINATION AND THE RESULTING DISPARITIES IN EDUCATION, JOBS, HOME OWNERSHIP, AND WEALTH CREATION. IN FISCAL YEAR 2025, 1,222 FAMILIES AND 2,427 CHILDREN WERE ENROLLED IN NAZ.THROUGH NAZ, MULTIPLE GENERATIONS OF NORTHSIDERS ARE LEADING THEMSELVES OUT OF POVERTY. THIS IS DONE THROUGH:-SCHOLARS FOCUSING ON BUILDING THEIR OWN ACADEMIC GOALS, AND SUPPORTED BOTH IN AND OUTSIDE OF SCHOOL-PARENTS ADVOCATING FOR THEIR CHILDREN AND ACTIVELY LEADING THEM ON A PATH TO COLLEGE AND CAREER, STARTING AT BIRTH-FAMILIES BEING SURROUNDED AND SUPPORTED BY A TEAM, INCLUDING NAZ FAMILY ACHIEVEMENT COACHES WHO PROVIDE THE CONNECTIONS THEY NEED TO REACH THEIR GOALSAT THE POPULATION LEVEL, OUR OVERALL GOAL IS TO INSPIRE AND SUPPORT SCHOLARS TO ACHIEVE SUCCESS THROUGH A RESULTS-BASED COLLABORATIVE THAT TRACKS PROGRESS SO THAT ALL NORTH MINNEAPOLIS CHILDREN REACH THEIR FULL AND UNLIMITED POTENTIAL.NAZ CAN REPORT THE FOLLOWING SERVICE NUMBERS FOR OUR MOST RECENT FISCAL YEAR (JULY 2024-JUNE 2025):-1,222 FAMILIES AND 2,427 SCHOLARS SERVED BY NAZ AND ITS COLLABORATIVE PARTNERS IN NORTH MINNEAPOLIS-852 K-12 SCHOLARS WERE ENROLLED IN IN-SCHOOL, OUT-OF-SCHOOL TIME, OR OTHER ACADEMIC INTERVENTIONS-240 SCHOLARS ACCESS PUBLICLY AND PRIVATELY FUNDED EARLY CHILDHOOD SCHOLARSHIPS TO MAINTAIN CONSISTENT ENROLLMENT IN HIGH-QUALITY EARLY LEARNING SETTINGS-232 FAMILY ACADEMY GRADUATIONS ACROSS ALL FAMILY ACADEMY CLASSES, INCLUDING FOUNDATIONS, COLLEGE BOUND BABIES, READY TO SUCCEED, COLLEGE BOUND SCHOLARS, AND YOUTH FOUNDATIONS-790 FAMILIES ENGAGED IN FAMILY COACHES WITH NAZ COACHES-200 FAMILIES HAVE ENGAGED IN HOUSING STABILITY IMPROVEMENT PLANNING, WITH 76 FAMILIES MEETING GOALS TO IMPROVE STABILITY-103 ADULTS WERE SUPPORTED THROUGH OUR CAREER STRATEGY AND 111 ADULTS WERE SUPORTED THROUGH OUR FINANCE STRATEGY 13581413 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 80 0 1 82 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X SONDRA SAMUELS 6125214405 1964 N 2ND STREET MINNEAPOLIS MN 55411 SONDRA SAMUELS PRESIDENT & CEO 40.00 1.00 X 268583 0 33773 KAREN KELLEY-ARIWOOLA CHIEF OPERATING OFFICER 40.00 0.00 X 234956 0 26494 KAREN CASANOVA CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 211866 0 32189 TANISHA BRADFORD VP HUMAN RESOURCES 40.00 0.00 X 191322 0 25414 NATALIE OBEE VP OF FINANCE 40.00 1.00 X 189362 0 25285 ANDRE DUKES VP OF FAMILY & COMMUNITY ENGAGEMENT 40.00 0.00 X 141861 0 30496 ANN JOHNSON VP OF EDUCATION 40.00 0.00 X 141522 0 15772 AMY SUSMAN-STILLMAN VP OF EVALUATION 40.00 0.00 X 142971 0 7133 ROBERT DRODDY SR DIRECTOR OF INDIVIDUAL GIVING 40.00 0.00 X 131404 0 14100 MICHELLE PALO SR DIR COLLECTIVE IMPACT INITIATIVES 40.00 0.00 X 110186 0 29795 MAKEDA ZULU CHAIR 1.00 0.00 X X 0 0 0 DIANNE HAULCY CHAIR (OUTGOING) 1.00 0.00 X X 0 0 0 KAREN GRABOW VICE CHAIR 1.00 0.00 X X 0 0 0 SARAH CURFMAN TREASURER 1.00 0.00 X X 0 0 0 KAREN WILSON-THISSEN SECRETARY 1.00 0.00 X X 0 0 0 ALLEN LENZMEIER DIRECTOR 1.00 0.00 X 0 0 0 AMELIA HARDY DIRECTOR 1.00 0.00 X 0 0 0 ANNIE GILLETTE CLEVELAND DIRECTOR 1.00 0.00 X 0 0 0 BARRY LANDY DIRECTOR 1.00 0.00 X 0 0 0 BENITO MATIAS DIRECTOR 1.00 0.00 X 0 0 0 BRANDON HOLLMAN DIRECTOR 1.00 0.00 X 0 0 0 BRIAN TAYLOR DIRECTOR 1.00 0.00 X 0 0 0 BRIANNA MOOTY DIRECTOR 1.00 0.00 X 0 0 0 DAMIEN FAIR DIRECTOR 1.00 0.00 X 0 0 0 DEB BURKE DIRECTOR 1.00 0.00 X 0 0 0 REV ELIJAH MCDAVID III DIRECTOR 1.00 0.00 X 0 0 0 GEOFF MARTHA DIRECTOR 1.00 0.00 X 0 0 0 JACK DEMPSEY DIRECTOR 1.00 0.00 X 0 0 0 JANE MCDONALD BLACK DIRECTOR 1.00 0.00 X 0 0 0 KELLY MCQUEEN DIRECTOR 1.00 0.00 X 0 0 0 LAYSHA WARD DIRECTOR 1.00 0.00 X 0 0 0 MATT MARSH DIRECTOR 1.00 0.00 X 0 0 0 MAY XIONG DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL CIRESI DIRECTOR (OUTGOING) 1.00 0.00 X 0 0 0 NEEL KASHKARI DIRECTOR 1.00 0.00 X 0 0 0 PATTY MURPHY DIRECTOR 1.00 0.00 X 0 0 0 PAUL JOHNSTON DIRECTOR (OUTGOING) 1.00 0.00 X 0 0 0 RAHIYMA ALLEN DIRECTOR (OUTGOING) 1.00 0.00 X 0 0 0 RIMA TORGERSON DIRECTOR 1.00 0.00 X 0 0 0 SUSAN ALLEN DIRECTOR 1.00 0.00 X 0 0 0 TIM MANNING DIRECTOR 1.00 0.00 X 0 0 0 ZIAD AMRA DIRECTOR 1.00 0.00 X 0 0 0 1764033 0 240451 25 0 1 0 THINK SMALL 10 YORKTON COURT ST PAUL MN 55117 EARLY CHILDHOOD PARTNER CONTRACT 1931540 ENTOURAGE EVENTS GROUP 212 2ND ST SE SUITE 212 MINNEAPOLIS MN 55414 GALA EVENT MANAGEMENT 1050350 KWANZAA COMMUNITY CHURCH 3700 BRYANT AVENUE NORTH MINNEAPOLIS MN 55412 EXTENDED LEARNING PARTNER CONTRACT 656950 YMCA OF THE NORTH 1711 WEST BROADWAY AVE MINNEAPOLIS MN 55411 OUT OF SCHOOL TIME PARTNER CONTRACT 495569 PROJECT FOR PRIDE IN LIVING 1035 E FRANKLIN AVE MINNEAPOLIS MN 55404 HOUSING PARTNER CONTRACT 457854 18 3456381 1729053 10187492 195202 15372926 486850 486850 14429 0 14429 14429 14429 8443497 8267824 175673 175673 175673 509621 3456381 2459505 -1949884 -1949884 MISCELLANEOUS 900099 48308 48308 48308 14148302 0 0 -1224624 1318411 397471 630032 290908 5497514 3778192 989997 729325 128768 85258 26318 17192 983602 690988 186023 106591 475695 294206 113271 68218 53 53 32915 32915 23000 23000 80003 80003 1407566 1001656 156319 249591 257697 51008 134117 72572 263648 96860 144772 22016 491421 110449 363980 16992 181808 69449 77142 35217 7725 6876 770 79 151602 66340 52173 33089 PARTNER CONTRACTS 6125454 6125454 PROGRAM EXPENSES 772895 741415 23778 7702 OTHER MISCELLANEOUS EXP 96666 17755 78441 470 STAFF TRAINING 53075 48036 4433 606 23750 23750 18373268 13581413 3094537 1697318 5134789 2219438 3788630 3925629 1848372 1866153 317599 291677 1558958 219020 1150230 1339938 10121442 9610097 22361062 19252932 1345217 1876243 100000 268843 216501 335000 670000 2049060 2762744 X 11201634 8899947 9110368 7590241 20312002 16490188 22361062 19252932 -4224966 403152 0 X 0 1 X 1 0 X 19958422 14407080 16877476 14338342 15372926 80954246 19958422 14407080 16877476 14338342 15372926 80954246 9523572 71430674 358378 405529 459491 333877 501279 2058554 756 6290 81857 10709 48308 147920 83160720 0.85890 0.91570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 23000 23000 0 PART II-B, LINE 1: MOMENTUM ADVOCACY, LLP PROVIDED THE FOLLOWING SERVICES TO NAZ: DEVELOPING A PUBLIC POLICY PLATFORM IN COLLABORATION WITH STAFF AND PARTNERS ON ISSUES IMPACTING NORTHSIDE FAMILIES AND YOUTH; WHERE APPROPRIATE, LOBBYING, MONITORING AND TRACKING OF MINNESOTA STATE LEGISLATION; PROVIDING GRASSROOTS TRAINING AND ADVOCACY; COLLABORATION AND COMMUNICATION WITH NAZ STAKEHOLDERS. 571000 571000 987958 219020 768938 1339938 DUE TO NAZ REAL ESTATE HOLDING COMPANY 670000 670000 X 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. 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. GALA 3966002 3456381 509621 4000 520367 1073765 649924 211449 3966002 3456381 509621 4000 520367 1073765 649924 211449 2459505 -1949884 X X X X 0 0 0 0 0 0 0 1 0 SONDRA SAMUELS PRESIDENT & CEO 234255 0 34328 0 0 0 7379 0 26394 0 302356 0 0 0 KAREN KELLEY-ARIWOOLA CHIEF OPERATING OFFICER 208008 0 21742 0 5206 0 6382 0 20112 0 261450 0 0 0 KAREN CASANOVA CHIEF DEVELOPMENT OFFICER 183587 0 19766 0 8513 0 5802 0 26387 0 244055 0 0 0 TANISHA BRADFORD VP HUMAN RESOURCES 165502 0 17964 0 7856 0 5273 0 20141 0 216736 0 0 0 NATALIE OBEE VP OF FINANCE 168912 0 17964 0 2486 0 5144 0 20141 0 214647 0 0 0 ANDRE DUKES VP OF FAMILY & COMMUNITY ENGAGEMENT 138815 0 0 0 3046 0 4356 0 26140 0 172357 0 0 0 ANN JOHNSON VP OF EDUCATION 141522 0 0 0 0 0 4326 0 11446 0 157294 0 0 0 AMY SUSMAN-STILLMAN VP OF EVALUATION 142971 0 0 0 0 0 4356 0 2777 0 150104 0 0 0 PART I, LINE 7 THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINES THE CEO'S BONUS AS A PERCENTAGE OF SALARY. THE CEO DETERMINES BONUSES FOR SENIOR LEADERSHIP, IN FY25 AS A PERCENTAGE OF SALARY. X GALA AUCTION ITEMS 20 195202 DONOR VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (C) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE. THE CORPORATION SHALL HAVE AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. EXCEPT FOR THE POWER TO AMEND THE ARTICLES OF INCORPORATION AND THE BYLAWS OF THE CORPORATION, THE EXECUTIVE COMMITTEE SHALL HAVE ALL OF THE POWERS AND THE AUTHORITY OF THE BOARD OF DIRECTORS OF THE CORPORATION IN THE MANAGEMENT OF THE PROPERTY, BUSINESS, AND AFFAIRS OF THE CORPORATION IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. NOTWITHSTANDING THE FOREGOING, THE EXECUTIVE COMMITTEE SHALL BE SUBJECT ALWAYS TO THE DIRECTION AND CONTROL OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIR, THE VICE CHAIR, THE SECRETARY, THE TREASURER, AND SUCH OTHER PERSONS AS THE BOARD OF DIRECTORS MAY APPOINT BY RESOLUTIONS APPROVED BY A MAJORITY OF THE TOTAL NUMBER OF DIRECTORS. MEMBERS OF THE EXECUTIVE COMMITTEE MUST BE NATURAL PERSONS AND MUST BE MEMBERS OF THE BOARD OF DIRECTORS. THE CHAIR SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND ANY CHANGES INCORPORATED INTO THE FILING. ONCE THIS DETAILED REVIEW IS COMPLETE, THE DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED BY EACH BOARD OFFICER AND DIRECTOR ANNUALLY. MANAGEMENT AND THE BOARD MONITORS CONFLICT OF INTERESTS REGULARLY AND IS DISCUSSED AT EACH BOARD MEETING BEFORE ANY VOTING OCCURS ON MATTERS. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S COMPENSATION IS REVIEWED AND ESTABLISHED ANNUALLY BY THE BOARD OF DIRECTORS USING COMPARABILITY AND OTHER DATA AND SUBSEQUENTLY DOCUMENTED. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED INTERNALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. ANNUAL FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON ITS WEBSITE. NAZ REAL ESTATE HOLDING COMPANY 1964 N 2ND STREET MINNEAPOLIS MN 55411 883878196 QUALIFIED ACTIVE LOW INCOME COMMUNITY BUSINESS MN 501(C)(3) LINE 12A, I NORTHSIDE ACHIEVEMENT ZONE 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 NAZ REAL ESTATE HOLDING COMPANY K 335000 ACTUAL AMOUNT