Northside Achievement Zone FY2021 filing

Tax-deductible

Minneapolis, MN501(c)(3)Since 2004Crime & LegalEIN 30-0238807Revenue $20.7M in FY2021

On file with the IRSnorthsideachievement.org1964 N 2nd Street, 55411-3443 · Minneapolis, MNTax-exempt since Aug 2004Publicly supported charity — 170(b)(1)(A)(vi)

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Mission of Northside Achievement Zone (naz) is to end multi-generational poverty in n. Minneapolis.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
$806K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $507K a year · 3% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$806K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $99K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.1M
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
25
of 27 voting members
Looks good: 25 of 27 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$20.7M
Spent
$11.7M
To programs
77%
Net assets
$22.7M
By yearFY2021–FY2025
Revenue
$20.7M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$20.7M
FY2022$14.1M
FY2023$14.9M
FY2024$12.8M
FY2025$14.1M
Expenses
$11.7M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$11.7M
FY2022$11.7M
FY2023$15.5M
FY2024$16.9M
FY2025$18.4M
Net assets
$22.7M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$22.7M
FY2022$22.9M
FY2023$23.5M
FY2024$20.3M
FY2025$16.5M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $9.0M Management & general 14% · $1.6M Fundraising 9% · $1.0M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

39 people listed on the 990; $806K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President & CEO
$166,824Pt VII · Sec A
Chief Operating Officer
$153,723Pt VII · Sec A
Chief Development Officer
$145,219Pt VII · Sec A
Vice Pres, Human Resources
$140,865Pt VII · Sec A
Vice Pres, Family & Community Impact
$109,032Pt VII · Sec A
Vice President of Finance
$90,365Pt VII · Sec A
Chair, Director
$0Pt VII · Sec A
Former Vice Chair, Director
$0Pt VII · Sec A

Sondra Samuels’s $269K as President & CEO is at the 72nd percentile of top reported officer pay among 247 $10–100M crime & legal nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Sondra Samuels$268,583$237,588$216,795$181,036$166,824
Karen Kelley-Ariwoola$234,956$206,344$184,701$160,766$153,723
Karen Casanova$211,866$185,022$171,380$157,125$145,219
Tanisha Bradford$191,322$161,336$139,746——
Natalie Obee$189,362$147,369———
Amy Susman-Stillman$142,971$137,890—$101,787—
Andre Dukes$141,861$137,669$119,004$109,600$109,032
Ann Johnson$141,522————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Partners with families, schools, and community organizations to end generational poverty in North Minneapolis by supporting low-income children of color toward college and career success.

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Provided by the organization

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1 program · $9.0M · in their own filed words · FY2020
01

Naz was founded in 2008 out of a group of neighborhood residents and leaders who desired to work with local families to make an impact on the staggering educational and opportunity achievement gaps in north minneapolis.

$9.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$99K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$20.7M
Ln 12
Gifts and grantsLn 1h$20.0M
Investment incomeLn 3$819K
Money outPt IX
$11.7M
Ln 25
Programscol B$9.0M
Managementcol C$1.6M
Fundraisingcol D$1.0M
Owns and owesPt X
$22.7M
net assets · Ln 32
Cash and savingsLn 1–2$2.6M
Total assetsLn 16$24.8M
LiabilitiesLn 26$2.1M
PeoplePt VI, VII
39
listed · VII A
PaidVII A6
Voting boardVI 1a27
IndependentVI 1b25
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$20.0M
Government grantsLn 1e$1.5M
Noncash giftsLn 1g$162K
Fundraising eventsLn 1c$440K
Investment incomeLn 3$819K
Gains on assetsLn 7$460K
Total revenueLn 12$20.7M
Assets in detailPt X, end of year
CashLn 1$2.6M
Cash and savings togetherLn 1–2$2.6M
InvestmentsLn 11–13$15.0M
Land, buildings, equipmentLn 10c$6K
Other assetsLn 15$2K
Total assetsLn 16$24.8M
LiabilitiesLn 26$2.1M
Net assetsLn 32$22.7M
OperationsPt I, VI
EmployeesI 560
VolunteersI 632
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$4.9M$2.6M
InvestmentsLn 11–13$6.9M$15.0M
Land, buildings, equipmentLn 10c$7K$6K
Total assetsLn 16$15.4M$24.8M
LiabilitiesLn 26$2.1M$2.1M
Net assetsLn 32$13.3M$22.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$614K$415K$111K$88K
Other salaries and wagesLn 7$2.7M$1.8M$481K$383K
Pension plan contributionsLn 8$81K$56K$14K$10K
Other employee benefitsLn 9$551K$383K$97K$70K
Payroll taxesLn 10$220K$153K$39K$28K
Legal feesLn 11b$69K$40K$29K
Accounting feesLn 11c$20K$20K
Other fees for servicesLn 11g$1.3M$1.1M$120K$105K
Advertising and promotionLn 12$43K$10K$33K
Office expensesLn 13$35K$5K$21K$9K
OccupancyLn 16$952K$670K$210K$72K
TravelLn 17$6K$2K$3K$1K
Depreciation, depletion and amortizationLn 22$3K$315$2K$910
InsuranceLn 23$34K$4K$20K$11K
Other expenses (24a–d)Ln 24$5.1M$4.3M$420K$328K
All other expensesLn 24e−$39K$28K$9K−$75K
Total functional expensesLn 25$11.7M$9.0M$1.6M$1.0M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $14.1M$18.4M−$4.2M$16.5M 990 PDF
FY2024 $12.8M$16.9M−$4.1M$20.3M 990 PDF
FY2023 $14.9M$15.5M−$604K$23.5M 990 PDF
FY2022 $14.1M$11.7M$2.4M$22.9M 990 PDF
FY2021 Viewing $20.7M$11.7M$9.0M$22.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $20,679,955 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $11,832,390$19,958,422
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $366,275$818,837
I-11 Other revenuePrior year −$80,896−$97,304
I-12 Total revenuePrior year $12,117,769$20,679,955
I-13 Grants and similar amounts paidPrior year $3,000$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,154,010$4,127,005
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,899,779$7,523,069
I-18 Total expensesPrior year $10,056,789$11,650,074
I-19 Revenue less expensesPrior year $2,060,980$9,029,881
Part VI · Governance 25 of 27 board members independent, no flags
VI-1a Voting members of the governing body27
VI-1b Independent voting members25
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $20,679,955 across 10 lines filed
VIII-1c Fundraising events$439,529
VIII-1e Government grants$1,505,836
VIII-1f All other contributions, gifts and grants$18,013,057
VIII-1g Noncash contributions (included above)$161,759
VIII-1h Total contributions, gifts and grants$19,958,422
VIII-3 Investment incomeExcluded from tax $358,378$358,378
VIII-7 Net gain or loss on sales of assetsExcluded from tax $460,459$460,459
VIII-8 Net income from fundraising eventsExcluded from tax −$98,060−$98,060
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $756$756
VIII-12 Total revenueRelated to mission $756 · Unrelated business $0 · Excluded from tax $720,777$20,679,955
Part IX · Statement of functional expenses $11,650,074 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $415,333 · Management $110,899 · Fundraising $87,725$613,957
IX-7 Other salaries and wagesPrograms $1,796,163 · Management $481,377 · Fundraising $383,266$2,660,806
IX-8 Pension plan contributionsPrograms $56,443 · Management $14,345 · Fundraising $10,334$81,122
IX-9 Other employee benefitsPrograms $383,281 · Management $97,409 · Fundraising $70,173$550,863
IX-10 Payroll taxesPrograms $153,251 · Management $38,948 · Fundraising $28,058$220,257
IX-11b Legal feesPrograms $39,547 · Management $29,339$68,886
IX-11c Accounting feesManagement $19,500$19,500
IX-11g Other fees for servicesPrograms $1,109,402 · Management $119,908 · Fundraising $104,602$1,333,912
IX-12 Advertising and promotionPrograms $9,792 · Management $33,102$42,894
IX-13 Office expensesPrograms $5,227 · Management $21,062 · Fundraising $8,730$35,019
IX-16 OccupancyPrograms $670,059 · Management $210,242 · Fundraising $71,951$952,252
IX-17 TravelPrograms $1,824 · Management $2,518 · Fundraising $1,164$5,506
IX-22 Depreciation, depletion and amortizationPrograms $315 · Management $1,703 · Fundraising $910$2,928
IX-23 InsurancePrograms $3,659 · Management $19,804 · Fundraising $10,578$34,041
IX-24 Other expenses (24a–d)Programs $4,318,406 · Management $420,130 · Fundraising $328,485$5,067,021
IX-24e All other expensesPrograms $27,821 · Management $8,682 · Fundraising −$75,393−$38,890
IX-25 Total functional expensesPrograms $8,990,523 · Management $1,628,968 · Fundraising $1,030,583$11,650,074
Part X · Balance sheet $24,783,113 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $4,913,402$2,561,174
X-3 Pledges and grants receivableStart of year $3,516,880$7,117,136
X-9 Prepaid expenses and deferred chargesStart of year $67,041$99,604
X-10c Land, buildings and equipment, netStart of year $6,638$5,987
X-11 Publicly traded securitiesStart of year $6,891,035$14,997,672
X-15 Other assetsStart of year $1,540$1,540
X-16 Total assetsStart of year $15,396,536$24,783,113
X-17 Accounts payable and accrued expensesStart of year $1,179,392$1,194,721
X-25 Other liabilitiesStart of year $890,900$890,900
X-26 Total liabilitiesStart of year $2,070,292$2,085,621
X-27 Net assets without donor restrictionsStart of year $5,430,464$8,042,112
X-28 Net assets with donor restrictionsStart of year $7,895,780$14,655,380
X-32 Total net assets or fund balancesStart of year $13,326,244$22,697,492
X-33 Total liabilities and net assetsStart of year $15,396,536$24,783,113
Part XI · Reconciliation of net assets $22,697,492 net assets at year end
XI-1 Total revenue$20,679,955
XI-2 Total expenses$11,650,074
XI-3 Revenue less expenses$9,029,881
XI-4 Net assets at start of year$13,326,244
XI-5 Net unrealized gains (losses) on investments$341,367
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$22,697,492

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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