2017-08-02T14:07:01-05:00 2017-03-31 411431613 BERGANKDV LTD 3800 AMERICAN BLVD W STE 1000 MINNEAPOLIS MN 55431 990 2016-04-01 410783480 MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS MINN 9528312707 1650 WEST 82ND STREET NO 600 BLOOMINGTON MN 55431 LINDA WEDUL PRESIDENT 9528312707 2017-07-17 1 MARIE SCHMITZ CPA P01272184 9525636800 2017-07-17 63.175.212.2 2017-07-17 11:43:50 CD P A9409933653FC99099C3B5E5AC9D2F3268343C84 08B56EF40FF2D92B5D96F928F50E7C57278A3860 2016 2021-01-29 14:40:06Z LINDA WEDUL 1650 WEST 82ND STREET NO 600 BLOOMINGTON MN 55431 6749820 0 X WWW.MNCPA.ORG X 1904 MN THE MISSION OF THE MINNESOTA SOCIETY OF CPAS (MNCPA) IS TO HELP MEMBERS SUCCEED PROFESSIONALLY WHILE BEING MINDFUL OF SERVING THE PUBLIC INTEREST. MNCPA HELPS ITS MEMBERS BY PROVIDING EDUCATION, RESOURCES, NETWORKING OPPORTUNITIES AND ADVOCACY, WHILE ALSO ADMINISTERING QUALITY IMPROVEMENT ACTIVITIES. 16 16 33 889 188133 10527 0 0 6611785 6481352 114184 83037 179114 185431 6905083 6749820 35000 35000 0 0 2577262 2608672 0 0 0 4127435 4131870 6739697 6775542 165386 -25722 7060689 7194759 2721928 2752077 4338761 4442682 X THE MISSION OF THE MINNESOTA SOCIETY OF CPAS (MNCPA) IS TO HELP MEMBERS SUCCEED PROFESSIONALLY WHILE BEING MINDFUL OF SERVING THE PUBLIC INTEREST. MNCPA HELPS ITS MEMBERS BY PROVIDING EDUCATION, RESOURCES, NETWORKING OPPORTUNITIES AND ADVOCACY, WHILE ALSO ADMINISTERING QUALITY IMPROVEMENT ACTIVITIES. 0 0 SEMINAR ACTIVITIES PROVIDED EDUCATION THAT ENABLED MEMBERS AND NONMEMBERS TO MEET REGULATORY REQUIREMENTS, ENHANCE PERSONAL DEVELOPMENT, AND INCREASE KNOWLEDGE TO MEET THE NEEDS OF THE FINANCIAL AND BUSINESS COMMUNITY. DURING THE YEAR ENDED MARCH 31, 2017, OVER 6,000 INDIVIDUALS ATTENDED OVER 240 EVENTS IN PERSON. CONFERENCE ACTIVITIES PROVIDE EDUCATION IN THE AREAS OF BUSINESS, TAX AND ACCOUNTING; TWELVE CONFERENCES WERE ATTENDED BY OVER 3,600 PARTICIPANTS. MEMBERSHIP ACTIVITIES PROVIDED APPROXIMATELY 9,000 MEMBERS WITH OPPORTUNITIES FOR EDUCATION, PROFESSIONAL NETWORKING, CAREER ADVANCEMENT, AND PROMOTION OF THE CPA PROFESSION. COMMUNICATIONS ACTIVITIES INCLUDED PUBLICATION OF NINE ISSUES OF THE FOOTNOTE, THE MNCPA'S MAGAZINE FOR MEMBERS, PUBLICATION OF ELECTRONIC NEWSLETTERS, DEVELOPMENT AND MAINTENANCE OF THE MNCPA'S WEBSITE, WHICH DELIVERS INFORMATION TO THE GENERAL PUBLIC AS WELL AS ADDITIONAL CONTENT AND RESOURCES FOR MEMBERS, TRAINING FOR MEMBERS SPEAKING ON BEHALF OF THE CPA PROFESSION, AND THE DISTRIBUTION OF PROFESSION-RELATED PRESS RELEASES TO VARIOUS MEDIA OUTLETS. GOVERNMENT RELATIONS ACTIVITIES PROMOTED CPA INVOLVEMENT IN AND INFLUENCE ON THE POLITICAL PROCESS IN THE STATE OF MINNESOTA AND WITH MINNESOTA'S CONGRESSIONAL DELEGATION IN WASHINGTON. PROFESSIONAL STANDARDS ACTIVITIES INCLUDED ADMINISTRATION OF A PEER REVIEW PROGRAM, COORDINATION OF AN ETHICS PROGRAM TO ADDRESS COMPLAINTS AGAINST MEMBERS, AND VOLUNTARY REVIEW TASK FORCES THAT PROMOTED QUALITY FINANCIAL REPORTING BY MINNESOTA CPAS. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 68 0 1 33 1 1 1 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X FAYE HAYHURST 9528312707 1650 WEST 82ND STREET NO 600 BLOOMINGTON MN 55431 CHRISTINE PICHE CHAIR 5.00 X X 0 0 0 THEODORE DALEY VICE CHAIR 2.00 X X 0 0 0 CAROLEE LINDSEY TREASURER 2.00 X X 0 0 0 REBECCA KERAN SECRETARY 2.00 X X 0 0 0 JEFFREY WHITE CHAIR ELECT 2.00 X X 0 0 0 NATHANIEL ALBRECHT PAST CHAIR 2.00 X 0 0 0 BRETT AAMOT BOARD MEMBER 2.00 X 0 0 0 RACHEL POLSON BOARD MEMBER 2.00 X 0 0 0 KATHERINE IMHOLTE BOARD MEMBER 2.00 X 0 0 0 DAVID WELLIVER BOARD MEMBER 2.00 X 0 0 0 JENNIFER MILLER BOARD MEMBER 2.00 X 0 0 0 BRENDEN SCHAAF BOARD MEMBER 2.00 X 0 0 0 CLARK OLSEN BOARD MEMBER 2.00 X 0 0 0 MICHAEL BROMELKAMP BOARD MEMBER 2.00 X 0 0 0 BENJAMIN ELLINGSON BOARD MEMBER 2.00 X 0 0 0 JOEL WILSON BOARD MEMBER 2.00 X 0 0 0 BETSY ADRIAN PRESIDENT (PARTIAL YEAR) 40.00 X 143971 0 27081 LINDA WEDUL PRESIDENT 40.00 X 167039 0 26341 FAYE HAYHURST DIRECTOR OF FINANCE 40.00 X 118792 0 23200 GENO FRAGNITO DIRECTOR OF GOVERNMENT REL 40.00 X 109220 0 19082 LYNN KLETSCHER DIRECTOR OF EDUCATION 40.00 X 102593 0 11074 641615 0 106778 5 0 1 0 VISIONS PO BOX 9438 MINNEAPOLIS MN 55440 PRINTING SERVICES 240265 CLIFTONLARSONALLEN LLP 220 S 6TH ST STE 300 MINNEAPOLIS MN 55402 EDUCATION PROGRAMS 169196 SURGENT MCCOY CPE LLC 237 LANCASTER AVE DEVON PA 19333 EDUCATION PROGRAMS 159066 3 EDUCATION PROGRAMS 611600 3862850 3862850 MEMBERSHIP DUES 541900 2286356 2286356 PROFESSIONAL STANDARDS 541900 176305 176305 MEMBERSHIP PROGRAMS 611600 125259 125259 OTHER 900099 30582 27880 2702 6481352 82958 82958 41204 0 41204 41204 41204 79 0 79 79 79 FOOTNOTE ADVERTISING 511190 144227 144227 144227 6749820 6478650 188133 83037 35000 449580 1699985 138704 167145 153258 421 21600 34000 51805 185659 170469 340759 102 24225 104282 18343 EDUCATION PROGRAMS 2327392 OTHER PROGRAM EXPENSES 537823 FOOTNOTE PUBLICATION 103834 TAXES PAID 2320 208836 6775542 469255 386400 4038896 4102766 49030 35012 251942 266878 1214958 953420 291224 261538 1960342 2142165 7060689 7194759 577150 606463 2144778 2145614 2721928 2752077 X 4338761 4442682 4338761 4442682 7060689 7194759 -25722 129643 0 X X 0 1 X 1 0 0 0 1 2286356 246923 -24610 222313 205772 16541 396642 328435 68207 395693 235900 159793 422623 389085 33538 261538 X 6879463 129643 129643 6749820 0 6749820 6775542 0 6775542 0 6775542 PART X, LINE 2: THE SOCIETY 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 SOCIETY 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. THE SOCIETY HAS IDENTIFIED NO SIGNIFICANT INCOME TAX UNCERTAINTIES. 1 PREPARE AND PROSPER 2610 UNIVERSITY AVE W STE 450 ST PAUL MN 55114 237131829 501C3 25000 GENERAL SUPPORT. ACCOUNTANTS CONCERNED FOR ACCOUNTANTS 4570 W 77TH ST STE 255 EDINA MN 55435 363428709 501C3 10000 GENERAL SUPPORT. 2 0 PART I, LINE 2: MNCPA RECEIVES ANNUAL REPORTS FROM GRANTEE ORGANIZATIONS REGARDING THEIR ACTIVITIES AND USE OF FUNDS. 1 X 0 0 0 BETSY ADRIAN PRESIDENT (PARTIAL YEAR) 143971 0 0 0 0 0 21234 0 5847 0 171052 0 0 0 LINDA WEDUL PRESIDENT 167039 0 0 0 0 0 14608 0 11733 0 193380 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO MEMBERSHIP CATEGORIES, CPA MEMBERS AND ASSOCIATE (NON-CPA) MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A CPA MEMBERS HAVE THE RIGHT TO VOTE AT THE ORGANIZATION'S MEETINGS, TO VOTE FOR THE ORGANIZATION'S GOVERNING BOARD, AND TO VOTE ON AMENDMENTS TO THE ORGANIZATION'S BY-LAWS THAT AFFECT A) MEMBER VOTING RIGHTS, OBLIGATIONS OR PRIVILEGES, B) PROCEDURES RELATED TO A COMPLAINT AGAINST A MEMBER, AND C) FORMATION OR TERMINATION OF A CHAPTER. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE ORGANIZATION'S BY-LAWS OTHER THAN THOSE DESCRIBED ABOVE MAY BE MADE BY THE BOARD OF DIRECTORS, HOWEVER, THE MEMBERS MAY VOTE TO REPEAL OR REVOKE SUCH AN AMENDMENT. THE MEMBERS MAY ALSO VOTE TO REMOVE AN OFFICER OR DIRECTOR OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE ORGANIZATION'S AUDIT FIRM. THE RETURN IS REVIEWED IN DETAIL BY THE DIRECTOR OF FINANCE AND THE BOARD TREASURER. A DRAFT OF THE RETURN IS DISTRIBUTED TO BOARD MEMBERS, AND IS APPROVED BY THE BOARD PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE A CONFLICT OF INTEREST TO THE BOARD PRIOR TO THE TRANSACTION OR DECISION AFFECTED BY THE CONFLICT. AFTER DISCLOSURE, THE BOARD MEMBER IS ASKED TO LEAVE THE ROOM FOR THE DURATION OF THE DISCUSSION AND VOTE. BOARD MEMBERS ARE ALSO ASKED TO DISCLOSE ANY CONCERNS ABOUT THE APPEARANCE OF A CONFLICT OF INTEREST. THE BOARD ANNUALLY REQUIRES EACH BOARD MEMBER TO SIGN A CONFLICT OF INTEREST STATEMENT. THE SIGNED STATEMENTS REMAIN ON FILE WITH THE ORGANIZATION'S PRESIDENT FOR THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15 A SUB-COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS AN ANNUAL REVIEW OF THE PRESIDENT AND DETERMINES COMPENSATION FOR THE FOLLOWING YEAR. THE PRESIDENT PERFORMS AN ANNUAL REVIEW OF THE DIRECTOR OF FINANCE (THE TOP FINANCIAL OFFICIAL) AND OTHER KEY AND HIGHLY COMPENSATED EMPLOYEES; COMPENSATION IS DETERMINED BY THE PRESIDENT BASED ON PERIODIC COMPENSATION STUDIES AS WELL AS CURRENT ECONOMIC DATA SUCH AS THE CONSUMER PRICE INDEX. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.