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
WAY TO GROW
Employer identification number
71-0956749
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.") ....
600,250
639,500
597,500
1,116,100
1,055,063
4,008,413
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
600,250
639,500
597,500
1,116,100
1,055,063
4,008,413
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)..
6
Public support. Subtract line 5 from line 4.
4,008,413
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..
600,250
639,500
597,500
1,116,100
1,055,063
4,008,413
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
4,365
5,822
2,682
485
284
13,638
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).
4,022,051
12
Gross receipts from related activities, etc. (see instructions)
..................
12
889,119
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
99.660 %
15
Public support percentage for 2011 Schedule A, Part II, line 14
...............
15
99.250 %
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
WAY TO GROW
Employer identification number
71-0956749
Identifier
Return Reference
Explanation
FIRST ACCOMPLISHMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4A
ORGANIZATION IN 2004. WAY TO GROW'S CORE PHILOSOPHY IS THAT PARENTS HAVE PRIMARY RESPONSIBILITY FOR NURTURING AND GUIDING THEIR CHILDREN. WAY TO GROW HELPS PARENTS GAIN THE KNOWLEDGE, SKILLS, AND ACCESS TO RESOURCES TO FOSTER DEVELOPMENT IN THEIR CHILDREN. BY HELPING PARENTS PREPARE THEIR CHILDREN FOR SCHOOL, WE ARE PREPARING THEM FOR LIFE. PROGRAM SERVICES: THE MISSION OF WAY TO GROW IS: WORKING CLOSELY WITH PARENTS AND COMMUNITIES, WE ENSURE THAT CHILDREN WITHIN THE MOST ISOLATED FAMILIES ARE BORN HEALTHY, STAY HEALTHY AND ARE PREPARED FOR SCHOOL. WAY TO GROW BEGAN IN 1989 AS A COLLABORATIVE COMMUNITY EFFORT TO SUPPORT FAMILIES WITH CHILDREN AGES BIRTH TO 5 BY NURTURING AND ENCOURAGING A CHILD'S FIRST TEACHERS - THEIR PARENTS. IN 2010, WAY TO GROW LAUNCHED GREAT BY 8 IN PARTNERSHIP WITH MINNEAPOLIS PUBLIC SCHOOLS, A 5-YEAR INITIATIVE TO EXPAND OUR SUCCESSFUL AND STATISTICALLY PROVEN HOME VISITING MODEL TO INCLUDE CHILDREN FROM KINDERGARTEN (AGE 6) THROUGH 3RD GRADE (AGE 8). NOW, WAY TO GROW EDUCATES OVER 2,200 FAMILIES ANNUALLY, WORKING WITH 34 DIFFERENT SCHOOLS IN MINNEAPOLIS. OVER THE LAST FEW YEARS, THE GREAT BY 8 EXPANSION HAS NOT ONLY FACILITATED DRAMATIC GROWTH IN THE NUMBER OF HOME VISITS FROM 5,300 (IN 2005) TO 10,435 IN 2012, BUT HAS GREATLY IMPROVED OUR IMPACT. IN 2005, ONLY 38% OF OUR STUDENTS PASSED KINDERGARTEN READINESS ASSESSMENTS; BY THE END OF 2012, HOWEVER, 80% OF WAY TO GROW CHILDREN WERE DEEMED READY FOR SCHOOL. OVER THE PAST THREE YEARS, 77% OF OUR STUDENTS MET OR EXCEEDED THE LITERACY BENCHMARK ASSESSMENT; AND 76% WERE READING AT OR ABOVE GRADE LEVEL. COMPARED TO LOW-INCOME STUDENTS AS A WHOLE IN MINNEAPOLIS, STUDENTS IN WAY TO GROW'S PROGRAMMING ARE REVERSING NEGATIVE ACADEMIC TRENDS. WAY TO GROW USES A PROVEN HOME VISITING MODEL, CENTER-BASED PROGRAMMING, STRONG PARTNERSHIPS AND EVIDENCE-BASED CURRICULA AND ASSESSMENTS TO GIVE LOW-INCOME FAMILIES IN MINNEAPOLIS THE KNOWLEDGE AND RESOURCES TO STABILIZE THEIR HOMES AND ENGAGE WITH THEIR CHILDREN'S EARLY DEVELOPMENT AND EDUCATIONAL PROGRESS. OUR RESEARCH-BASED GREAT BY 8 CURRICULUM IS IMPLEMENTED THROUGH YEAR-ROUND, MULTI-YEAR, LANGUAGE-TO-LANGUAGE HOME VISITING AND/OR CONNECTIONS WITH PARENTS AND TEACHERS TO PROVIDE RESOURCES AND INFORMATION TO MEET FAMILIES' BASIC NEEDS, TEACH PARENTS ABOUT CHILD DEVELOPMENT AND SCHOOL EXPECTATIONS, AND PROVIDE COMPREHENSIVE HEALTH EDUCATION AND SUPPORT. THROUGH GREAT BY 8, WAY TO GROW ENSURES AT-RISK CHILDREN IN MINNEAPOLIS ARE REGARDED AS READY FOR SCHOOL AND MEET KEY GRADE LEVEL BENCHMARKS IN CORE SUBJECTS - THEREBY CLOSING THE ACADEMIC ACHIEVEMENT GAP. THE SUCCESS OF GREAT BY 8 HINGES ON THE STRONG COLLABORATIONS WAY TO GROW HAS DEVELOPED WITH MINNEAPOLIS PUBLIC SCHOOLS (MPS), OUR PARTNERING CHARTER SCHOOLS (HARVEST PREP, BEST ACADEMY, MASTERY SCHOOLS AND MINNESOTA SCHOOL OF SCIENCE IN THE 2012-13 SCHOOL YEAR) AND DOZENS OF LOCAL ORGANIZATIONS COMMITTED TO IMPROVING THE LIVELIHOODS OF OUR OVERLAPPING TARGET POPULATION. KEY PARTNERS INCLUDE: MINNEAPOLIS PUBLIC SCHOOLS, MINNESOTA VISITING NURSE AGENCY, MACPHAIL CENTER FOR MUSIC, GOODWILL EASTER SEALS FATHER PROJECT, NORTHSIDE ACHIEVEMENT ZONE, BRIDGE TO BENEFITS, LUTHERAN SOCIAL SERVICES, COOKING MATTERS MINNESOTA, THE CENTER FOR FAMILIES, EMERGE, AND HELP ME GROW. THE SCOPE OF SCHOOL READINESS SERVICES INCLUDES: HELPING PARENTS DEVELOP INDIVIDUALIZED GOALS TO FOSTER THEIR CHILD'S DEVELOPMENT; PROVIDING MONTHLY PLAY, LEARN & GROW PARENT-CHILD CLASSES COACHING PARENTS ON POSITIVE PARENT-CHILD INTERACTIONS AND HOW TO NURTURE EARLY LITERACY SKILLS; OFFERING FOUR PRENATAL EDUCATION CLASSES (SIX SESSIONS IN LENGTH) EACH QUARTER; TRACKING ACCESS TO HEALTHCARE FOR WELL-CHILD VISITS, INCLUDING IMMUNIZATIONS; CONNECTING FAMILIES TO COMMUNITY RESOURCES FOR BASIC NEEDS. WAY TO GROW'S SERVICE DELIVERY MODEL USES A CULTURALLY DIVERSE STAFF, WHO SPEAKS SEVEN LANGUAGES. THE STAFF SPECIALIZES IN REACHING FAMILIES THAT MANY HUMAN SERVICE AGENCIES CONSIDER THE "HARDEST TO SERVE." FAMILIES BEAR THIS LABEL BECAUSE THEY ARE ISOLATED, NOT YET CONNECTED TO COMMUNITY SERVICES AND SUPPORTS, AND HAVE SIGNIFICANT BARRIERS IN TRUSTING MAINSTREAM PROVIDERS AND INSTITUTIONS. WAY TO GROW GAINS THE CONFIDENCE OF THESE INDIVIDUALS, INCLUDING TEEN PARENTS, IMMIGRANTS, SINGLE PARENTS, AND FAMILIES IN POVERTY.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
FORM 990, PAGE 6, PART VI, LINE 11B
A COPY OF THIS RETURN IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THEN IT IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND DISCUSSION. AFTER THE BOARD OF DIRECTORS HAS REVIEWED THE DOCUMENT, IT IS FILED.
ENFORCEMENT OF CONFLICTS POLICY
FORM 990, PAGE 6, PART VI, LINE 12C
WAY TO GROW MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY AS NEEDED.
COMPENSATION PROCESS FOR TOP OFFICIAL
FORM 990, PAGE 6, PART VI, LINE 15A
THE EXECUTIVE COMMITTEE OF THE WAY TO GROW BOARD OF DIRECTORS USES A PROCESS FOR DETERMINING COMPENSATION FOR THE CEO THAT INCLUDED ALL OF THE FOLLOWING ELEMENTS: REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, THE MEMBERS OF WHICH ARE INDEPENDENT AND WITHOUT A CONFLICT OF INTEREST AS DEFINED IN REGULATION SECTION 53.4958-6(C)(1)(III), USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, CONTEMPORANEOUS DOCUMENTATION, SUBSTANTIATION AND RECORDKEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT THE ABOVE DESCRIBED PROCESS AND AN ASSESSMENT IS PERFORMED AT LEAST ANNUALLY FOR THE CEO. THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES ALL COMPENSATION CHANGES OF THE CEO IN ADVANCE OF THE CHANGE.
COMPENSATION PROCESS FOR OFFICERS
FORM 990, PAGE 6, PART VI, LINE 15B
ALL EMPLOYEES, KEY OR OTHERWISE ARE GIVEN A PERFORMANCE REVIEW ANNUALLY AND ANY SALARY ADJUSTMENTS ARE BASED ON A FORMULA WITHIN THE REVIEW FORMAT. THE PERFORMANCE REVIEW IS GIVEN BY THEIR SUPERVISOR & APPROVED BY THE EXECUTIVE DIRECTOR. THE DIRECTOR'S RECEIVE REVIEWS BY THE EXECUTIVE DIRECTOR, AND THE EXECUTIVE DIRECTORS RECEIVES HER REVIEW BY THE BOARD.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
FORM 990, PAGE 6, PART VI, LINE 19
ALL GOVERNING DOCUMENTS OF THE ORGANIZATION, INCLUDING FEDERAL FORM 990, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS CAN BE REVIEWED BY CONTACTING: WAY TO GROW AT 125 WEST BROADWAY, 110, MINNEAPOLIS, MN 55411.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.