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. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Achieve Minneapolis
Employer identification number
41-1425264
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2,572,241
8,716,293
2,567,402
1,979,994
6,115,017
21,950,947
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
0
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
0
4
Total. Add lines 1 through 3
2,572,241
8,716,293
2,567,402
1,979,994
6,115,017
21,950,947
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)..
12,790,155
6
Public support. Subtract line 5 from line 4.
9,160,792
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
2,572,241
8,716,293
2,567,402
1,979,994
6,115,017
21,950,947
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
56,891
39,783
39,191
19,068
10,273
165,206
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
0
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
104
210
15,014
29,303
44,631
11
Total support (Add lines 7 through 10).
22,160,784
12
Gross receipts from related activities, etc. (see instructions)
..................
12
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 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
41.338 %
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
62.440 %
16a
33 1/3% support test—2013.
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—2012.
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—2013.
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—2012.
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(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 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
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—2012.
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
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) 2013
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.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Achieve Minneapolis
Employer identification number
41-1425264
Return Reference
Explanation
PART I, LINE 1 & PART III, LINE 1
AchieveMpls is the nonprofit partner of the Minneapolis Public Schools (MPS). Our mission is to mobilize a wide web of community support and resources to ensure academic achievement, equitable opportunities, and career and college readiness for all students. Over the last decade, AchieveMpls has placed more than 6,500 low-income youth in paid summer jobs, helped raise the college-going rate for MPS graduates by more than ten percentage points, and engaged over 1,000 businesses and nonprofits to support public education in our city. While MPS focuses on preparing students academically, we coordinate a comprehensive system of programs and partnerships to offer students the non-academic skills, resources, and experiences they need to succeed in the 21st Century workplace. The three programs in our Career and College Initiative make a long-term impact on students' lives by showing them the tangible connections between academic effort and future success. Failure to see this connection is the number one reason high school dropouts cite for leaving school.
PART III, LINE 4A
Minneapolis Public Schools: Since its founding in 2002, AchieveMpls has been charged with raising money and mobilizing public support for the strategic priorities of the MPS superintendent. In recent years we have helped raise millions of dollars for early literacy and STEM education, kindergarten and college readiness, leadership and human capital development, innovation and accountability, and MPS Arts. AchieveMpls also supports MPS by administering over 130 funds for individual MPS schools, departments, college scholarship awards, and competitive grant programs for MPS staff and classrooms. Highlights of our support for MPS in 2013-14 include: - AchieveMpls administered 70 college scholarship awards for MPS students worth over $80,000. - 20 MPS teachers and other licensed staff received over $34,000 in professional development grants administered by AchieveMpls. - Through the support of the Community Learning Fund, community members and AchieveMpls discretionary funds, more than 2,000 MPS students participated in 29 field trips to the Bakken Museum, Oliver H. Kelley Farm, the U.S. District Courthouse, Wolf Ridge Environmental Learning Center and other destinations. - In May, 27 local corporate, government and nonprofit leaders participated in Principal Partner Day, shadowing an MPS principal, building relationships with MPS schools and learning about daily life in the district.
PART III, LINE 4B
Career and College Centers (CCCs): AchieveMpls Career & College Centers (CCCs) in ten MPS high schools are open to every MPS student in these schools. Each CCC coordinator is an AchieveMpls employee and a member of the school counseling team. Student-initiated drop-in visits are one of the most important ways CCC coordinators help young people at their school site. We now use swipe cards to track every student who initiates one-on-one contact with a coordinator, the top-tier of the service delivery triangle. In the 2013-14 academic year: - 2,710 students visited Career and College Centers for one-on-one support out of a total population of 8,038 we serve. That means CCC coordinators met one-on-one with more than 1/3 of students. Perhaps more importantly, over 1,300 seniors visited the CCCs for assistance, including 72% of all MPS seniors in the 10 schools we serve. - African American students were especially frequent users of our services, making up 48% of high-frequency users, despite being only 37% of the MPS population. - Low-income students are also strong users of CCC services. 69% of students visiting the CCCs five or more times were low-income though they represent only 63% of the total population. Additionally, two out of three students seeking assistance from a CCC coordinator (low, medium, or high-frequency) were low income. - Female students are also significantly more likely to use the CCCs than males (65% to 35%). We are currently exploring strategies to encourage more male students to use the CCCs. CCC coordinators track several key indicators about post-secondary planning and personally follow up with every senior to ensure they have a plan. In the 2013-14 academic year: - 86% of MPS seniors in the seven major MPS high schools submitted a college application - 99% of seniors had a plan to go on to college, join the military, pursue alternative education or continue working towards a diploma. - More than 90% of seniors reported that they completed the ACT. ACT completion is now a major initiative of MPS, and CCC coordinators were instrumental in coordinating an all-district testing day and providing advance test prep. - 73% of seniors reported completing a FAFSA application for federal student aid, and an additional 2% completed Minnesota Dream ACT financial aid for undocumented immigrants. The strong correlation between FAFSA completion and college enrollment is well documented.
PART III, LINE 4C
STEP-UP Achieve: Since 2004, STEP-UP Achieve - our youth employment program directed in partnership with the City of Minneapolis - has helped over 6,000 low-income Minneapolis students explore the world of work and make professional connections through paid internships. Their employers include Fortune 500 corporations like Boston Scientific, Medtronic and U.S. Bank, law firms, healthcare providers, high tech companies and dozens of small businesses. An innovative, public-private partnership with a unique emphasis on work-readiness training, STEP-UP has made Minneapolis a national model for youth employment. In 2013-14, STEP-UP Achieve created 883 internships with 170 employers, including summer and school-year internships. These interns earned a total of $ 1.4 million in wages. In addition, 2,067 interns- including interns from STEP-UP Achieve and STEP-UP Discover (two of the three STEP-UP program components) - successfully completed STEP-UP work-readiness training certified by the Minneapolis Regional Chamber of Commerce. STEP-UP Career Pipelines in STEM, healthcare, financial services, legal services and outdoor/environment - managed in partnership with top Twin Cities leaders in these sectors - help interns jump-start their professional development through career exposure opportunities and a variety of industry-specific trainings and certifications. - Each year the STEM Pipeline hosts a STEM expo and full-day young entrepreneurship training with Google, and helps MPS students enroll in I.T. classes at Minneapolis Community and Technical College (MCTC). - Through the Healthcare Career Pipeline, interns can participate in a Pre-employment to Healthcare (PETH) training, learn about healthcare careers at the week-long SCRUBS camp and gain additional exposure through monthly trainings provided by the nonprofit healthcare organization The Ladder. We are also facilitating a Certified Nursing Assistant training at MCTC in partnership with the STEP-UP Achieve - Minneapolis Public Schools work-based learning program. - Career Pipeline partners also host an annual Financial Services Career Day at local financial institutions such as Wells Fargo and the Federal Reserve and a week-long Legal Institute at the University of Minnesota Law School.
PART III, LINE 4D
Outreach and Partnerships Program: Volunteers: Last year, 767 community volunteers gave more than 3,800 hours to Minneapolis Public School students through AchieveMpls Outreach and Partnership programs. They mentored students as Graduation Coaches, inspired them with stories of their professional journeys at Career Fairs, and offered multi-week workshops in financial literacy and career skills. 96% of volunteers said they had a rewarding experience, and 60% of volunteers leveraged their impact by mobilizing others in support of public education. Graduation Coaches: AchieveMpls Graduation Coaches met with individual students every month, helping them stay on track to graduate and prepare for life after high school. 72% of students who participated in our 2014-15 program demonstrated increased college and career knowledge, and 98% said the program made them more likely to apply to college. The program expanded for the 2014-15 school year from 190 Graduation Coaches to more than 400, allowing us to more than double the number of students we serve (500 this past year). Career Fairs: 250 volunteers connected with over 2,000 students at Career Fairs in MPS high schools, sharing their passion for their work and outlining the necessary skills and experience for their field. 84% of students who participated in Career Fairs reported feeling more prepared to find a career after graduation. Emerging Leaders: Teams of students in MPS high schools - more than 220 participants - met twice a month in our Emerging Leaders program. Working with AchieveMpls staff and college student volunteers, students learned leadership skills and increased their college access knowledge. They ended the year by creating publicity campaigns to boost college-going at their school. 96% of participating students said the experience improved their leadership skills. Public Education Events: Hundreds of community members attended Our City, Our Schools (OCOS) and EDTalks public education events in 2013-14. Attendance for EDTalks - which engages young professionals in public education issues - was particularly strong, with 300 participants enjoying presentations by experts on STEM education, the power of art for young people, and urban mentoring. More than a third of the audience for EDTalks was attending an education event for the first time. Business Partnerships: Fifty volunteers from five of our top business partners-Deloitte, PwC, Junior League, ATK, and Wells Fargo-offered nine multi-week workshops to more than 100 MPS high school students in subjects like career readiness, financial literacy, and transitioning to college. 95% of participating students demonstrated increased knowledge in the workshop subject areas. MPS Alumni Outreach: The Minneapolis Alumni Connection (MAC) created the new CollegeCrewMpls.org blog, featuring writing by new MPS graduates about their college experiences and designed to provide information and insights for college-bound high school students. MAC also hosted two networking events and increased its membership to more than 600. At one event, principals from seven MPS high schools addressed alumni about the news from their schools and how they could get involved. Alumni members also coordinated a professional networking training event for 100 low-income students participating in STEP-UP summer internships.
PART VI, SECTION A, LINE 1
THE EXECUTIVE COMMITTEE IS COMPOSED OF THE BOARD CHAIR AND TREASURER, ALONG WITH THE HEADS OF ALL STANDING COMMITTEES. THE EXECUTIVE COMMITTEE MEETS ON AN AS-NEEDED BASIS. THE EXECUTIVE COMMITTEE SETS THE AGENDA FOR THE BOARD MEETINGS, SUPERVISES THE CEO AND PERFORMS ANY OTHER DUTIES ASSIGNED BY THE BOARD OF DIRECTORS.
PART VI, SECTION B, LINE 11B
THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND IS FIRST REVIEWED BY THE DIRECTOR OF FINANCE. THE DIRECTOR OF FINANCE THEN EMAILS A COPY OF THE FORM 990 TO THE FINANCE COMMITTEE FOR THEIR REVIEW. ALTHOUGH THE FINANCE COMMITTEE IS EMPOWERED BY THE BOARD OF DIRECTORS TO APPROVE THE FORM 990, THE FINANCE COMMITTEE REVIEWS THE 990 AND THEN RECOMMENDS THE BOARD APPROVE THE 990 AT ITS MEETING IN ADVANCE OF FILING.
PART VI, SECTION B, LINE 12C
A CONFLICT EXISTS WHEN A DIRECTOR, OFFICER, COMMITTEE MEMBER OR KEY EMPLOYEE OR A MEMBER OF THEIR IMMEDIATE FAMILY HAS A MATERIAL FINANCIAL INTEREST OR OTHER PROFESSIONAL OR PERSONAL RELATIONSHIP WHICH MAY MAKE IT DIFFICULT TO EXERCISE INDEPENDENT JUDGEMENT IN THE BEST INTEREST OF ACHIEVEMPLS. IMMEDIATE FAMILY INCLUDES A SPOUSE, PARENT, CHILD, SPOUSE OF A CHILD, BROTHER, SISTER OR SPOUSE OF A BROTHER OR SISTER. ANY DIRECTOR, OFFICER, COMMITTEE MEMBER OR KEY EMPLOYEE SHALL IMMEDIATELY DISCLOSE A CONFLICT TO THE BOARD OF DIRECTORS ("BOARD") OR RELEVANT COMMITTEE AS SOON AS IT BECOMES APPARENT TO THE INVOLVED INDIVIDUAL THAT SUCH A CONFLICT EXISTS ON A MATTER UNDER BOARD OR COMMITTEE CONSIDERATION. EACH FINANCIAL INTEREST SHALL BE FULLY DISCLOSED OR KNOWN TO THE BOARD OR COMMITEE PRIOR TO ANY ACTION ON THE RELEVANT CONTRACT OR TRANSACTION. THIS DISCLOSURE SHALL BE MADE ORALLY AND SHALL BE FOLLOWED UP BY A DISCLOSURE IN WRITING WITHIN TEN (10) BUSINESS DAYS. THE BOARD OR COMMITTEE SHALL EXCLUDE ANY PERSON DISCLOSING A FINANCIAL INTEREST FROM DISCUSSION ON THE ISSUE INVOLVING THAT CONFLICT AND SUCH INTERESTED PARTIES SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM. TO APPROVE ANY TRANSACTION INVOLVING A CONFLICT, THE BOARD OR COMMITTEE SHALL DETERMINE BY MAJORITY VOTE (NOT COUNTING ANY VOTE AN INTERESTED PARTY MIGHT OTHERWISE HAVE), THAT THE CONTRACT, TRANSACTION OR RELATIONSHIP INVOLVING THE CONFLICT IS IN THE BOARD'S BEST INTERESTS AND IS FAIR AND REASONABLE. THE MINUTES OF MEETINGS SHALL INDICATE THE INDIVIDUAL DISCLOSING ANY CONFLICTS AND THE NATURE OF SUCH CONFLICTS, THE PERSONS PRESENT, THE DISCUSSION AND BASIS FROM THE DECISION MADE, AND A RECORD OF THE VOTE TAKEN.
PART VI, SECTION B, LINE 15A
THE PROCESS OF DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO P. COSTAIN INCLUDES A REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE IN AN EXECUTIVE SESSION. IN 2012, THE PROCESS ALSO INCLUDED A REVIEW OF THE MINNESOTA COUNCIL OF NONPROFITS' SURVEY FOR COMPENSATION TO ASSESS WHETHER THE SALARIES ARE COMPARABLE. THE PRESIDENT AND CEO MAKES ALL COMPENSATION DECISIONS FOR OTHER OFFICERS AND STAFF. FOR OTHER OFFICERS AND STAFF, AN ANNUAL PERFORMANCE REVIEW SYSTEM IS USED TO DETERMINE THE COMPENSATION. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN 2014 FOR THE DIRECTOR OF FINANCE, D. BAKER.
PART VI, SECTION C, LINE 19
THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.