Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
GROWTH & JUSTICE
Employer identification number
13-4209510
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
625,034
375,489
409,438
650,142
248,507
2,308,610
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
625,034
375,489
409,438
650,142
248,507
2,308,610
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
680,047
6
Public support. Subtract line 5 from line 4.
1,628,563
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
7
Amounts from line 4..
625,034
375,489
409,438
650,142
248,507
2,308,610
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
1,287
575
319
187
176
2,544
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
2,311,154
12
Gross receipts from related activities, etc. (see instructions)
..................
12
47,350
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here........................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f))
.........
14
70.470 %
15
Public support percentage for 2011 Schedule A, Part II, line 14
...............
15
53.390 %
16a
33 1/3% support test—2012.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2011.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2011.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2011 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2011 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2012.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2011.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information.
Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2012
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
GROWTH & JUSTICE
Employer identification number
13-4209510
Identifier
Return Reference
Explanation
ORGANIZATION'S MISSION
FORM 990 - ORGANIZATION'S MISSION
GROWTH & JUSTICE IS A RESEARCH AND ADVOCACY ORGANIZATION THAT DEVELOPS INNOVATIVE PUBLIC POLICY PROPOSALS UNSING INDEPENDENT RESEARCH AND CIVIC ENGAGEMENT. WE BELIEVE WHEN MINNESOTA MAKES SMART INVESTMENTS IN PRACTICAL SOLUTIONS IT LEADS TO BROADER PROSPERITY FOR ALL. GROWTH & JUSTICE WORKS TO ACHIEVE ITS VISION FOR MINNESOTA BY LOOKING AT POTENTIAL SOLUTIONS THROUGH A NONPARTISAN LENS AND MAKING RECOMMENDATIONS TO POLICYMAKERS, COMMUNITY LEADERS AND CITIZENS. THESE RECOMMENDATIONS FOCUS ON MAKING SMART INVESTMENTS WHERE THEY MATTER MOST, WITH STRATEGIES THAT ARE PROVEN AND COST EFFECTIVE, AND ARE FUNDED SUFFICIENTLY WITH REVENUE THAT HAS BEEN RAISED FAIRLY.
FIRST ACCOMPLISHMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4A
RECOMMENDATIONS. CURRENT AND RECENT MAJOR PROGRAMS INCLUDE: WORKFORCE EQUITY FOR A COMPETITIVE ECONOMY: THIS NEW INITIATIVE IS EXPLORING THE CRITICAL INTERSECTION BETWEEN WORKFORCE TRAINING, ECONOMIC DEVELOPMENT, AND EQUITY CONCERNS. OUR JUST-RELEASED INITIAL REPORT IN THE SERIES URGES BUSINESS AND GOVERNMENT LEADERS TO SEEK POLICIES AND PROGRAMS THAT ADVANCE THREE IMPERATIVES: ROBUST ECONOMIC GROWTH FOR THE REGION AND STATE; CLOSING THE RACE GAPS IN EMPLOYMENT, EDUCATIONAL ATTAINMENT AND INCOME; AND IMPROVING WORKFORCE TRAINING SO THAT IT ADVANCES THE FIRST TWO PRIORITIES. FORTHCOMING REPORTS WILL EXAMINE PARTICULAR ECONOMIC AND WORKFORCE DEVELOPMENT APPROACHES IN DETAIL. WE WILL ENGAGE WORKFORCE, EDUCATION, NONPROFIT, PUBLIC POLICY, AND BUSINESS LEADERS TO HELP IDENTIFY KEY POLICY GOALS AND TO DEVISE PRACTICAL STRATEGIES FOR IMPLEMENTING THEM. SMART INVESTMENTS IN TRANSPORTATION FOR MINNESOTA: PUBLIC SECTOR INVOLVEMENT IN ROADS, TRANSIT AND LAND USE HAS A SIGNIFICANT IMPACT ON COMMUNITIES AND PEOPLE, AFFECTING ECONOMIC GROWTH AND ACCESS TO ECONOMIC OPPORTUNITY. THIS PROJECT PRESENTS POLICIES FOR MOVING PEOPLE TO JOBS, INCREASING TRANSPORTATION EFFICIENCY FOR FREIGHT, IMPROVING TRAVEL AND TRAVEL CHOICES, AND REDUCING VEHICLE MILES TRAVELED TO DECREASE GREENHOUSE GAS EMISSIONS. SMART INVESTMENTS IN MINNESOTA'S STUDENTS: GROWTH & JUSTICE DEVELOPED AN EVIDENCE-BASED FRAMEWORK FOR INVESTING IN EDUCATION, WITH THE AIM OF INCREASING TO 75 PERCENT THE SHARE OF MINNESOTA'S STUDENTS WHO SUCCESSFULLY COMPLETE HIGHER EDUCATION. THIS IS ESPECIALLY IMPORTANT FOR STUDENTS OF COLOR, WHO ACCOUNT FOR A GROWING SHARE OF OUR YOUTH. EDUCATION PAYS OFF IN TERMS OF ECONOMIC GROWTH FOR THE STATE AND ECONOMIC PROSPERITY FOR PEOPLE AND PLACES. GOVERNMENT ACCOUNTABILITY AND REDESIGN: WE HAVE ESTABLISHED A SET OF FUNDAMENTAL PRINCIPLES FOR GOVERNING WITH ACCOUNTABILITY AND ARE WORKING WITH MANY GROUPS IN MINNESOTA - FROM THE CITIZENS LEAGUE TO THE CHAMBER OF COMMERCE TO PUBLIC EMPLOYEE UNIONS - TO FOSTER REDESIGN, COLLABORATION AND MORE COST-EFFECTIVE DELIVERY OF PUBLIC-SECTOR INVESTMENTS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
FORM 990, PAGE 6, PART VI, LINE 11B
FORM 990 IS REVIEWED AND APPROVED AT A MEETING OF THE BOARD FINANCE COMMITTEE AND IS DISTRIBUTED ELECTRONIC ALLY TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING.
ENFORCEMENT OF CONFLICTS POLICY
FORM 990, PAGE 6, PART VI, LINE 12C
THE CONFLICT OF INTEREST POLICY IS REVIEWED AND DISCUSSED ANNUALLY AT A MEETING OF THE BOARD OF DIRECTORS.
COMPENSATION PROCESS FOR TOP OFFICIAL
FORM 990, PAGE 6, PART VI, LINE 15A
THE BOARD FINANCE COMMITTEE DISCUSSES SALARY AND BENEFITS FOR ALL STAFF MEMBERS DURING THE ANNUAL BUDGET PROCESS. THE COMMITTEE HAS ACCESS TO COMPARABILITY DATA SALARY SURVEYS.
COMPENSATION PROCESS FOR OFFICERS
FORM 990, PAGE 6, PART VI, LINE 15B
THE BOARD FINANCE COMMITTEE DISCUSSES SALARY AND BENEFITS FOR ALL STAFF MEMBERS DURING THE ANNUAL BUDGET PROCESS. THE COMMITTEE HAS ACCESS TO COMPARABILITY DATA SALARY SURVEYS.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
FORM 990, PAGE 6, PART VI, LINE 19
THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
OTHER FEES FOR SERVICES
FORM 990, PART IX, LINE 11G
OTHER FEES 67,508 750 1,543
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.