Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 1,054,584 | 647,334 | 1,202,748 | 1,103,040 | 974,590 | 4,982,296 |
| 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 | 1,054,584 | 647,334 | 1,202,748 | 1,103,040 | 974,590 | 4,982,296 |
| 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) .. | 2,476,024 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 2,506,272 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,054,584 | 647,334 | 1,202,748 | 1,103,040 | 974,590 | 4,982,296 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 10,808 | 9,909 | 5,691 | 7,975 | 28,669 | 63,052 |
| 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 VI.).. | 4,517 | 4,517 | ||||
| 11 | Total support. Add lines 7 through 10 | 5,049,865 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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 on 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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| PART II, LINE 10 | 4,517 |
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE ALLIANCE IS A COALITION OF COMMUNITY-BASED ORGANIZATIONS AND ADVOCACY GROUPS WITH A MISSION TO BUILD POWER ACROSS THE INTERSECTIONS OF GEOGRAPHY, RACE, CULTURE, AND ISSUES IN THE TWIN CITIES REGION TO ELIMINATE SYSTEMS OF OPPRESSION AND ADVANCE OUR COLLECTIVE LIBERATION. WE ENVISION A VIBRANT REGION WHERE GROWTH AND DEVELOPMENT DECISIONS, POLICIES, PRACTICES, AND INVESTMENTS ARE CENTERED IN THE NEEDS AND EXPERTISE OF LOW-WEALTH PEOPLE AND BLACK, INDIGENOUS, IMMIGRANT, AND PEOPLE OF COLOR; HISTORICAL HARMS ARE ADDRESSED; AND OUR HEALING, BELONGING, AND PROSPERITY ARE PRIORITIZED IN DECISIONS ABOUT OUR CURRENT AND FUTURE COMMUNITIES. THE ALLIANCE ENGAGES DOZENS OF OTHER ALLIED ORGANIZATIONS IN ADVANCING OUR SHARED VISION FOR AN EQUITABLE REGION THROUGH: --COALITION ORGANIZING: WE ORGANIZE COALITIONS THAT CROSS THE BOUNDARIES OF RACE, CULTURE, GEOGRAPHY AND ISSUES TO ADVANCE EQUITY AND JUSTICE. WE USE AN INSIDE/OUTSIDE STRATEGY, BUILDING STRONG AND EFFECTIVE ALLIES WITHIN SYSTEMS AS WELL AS ORGANIZING FROM THE OUTSIDE FOR GREATER COMMITMENT TO EQUITABLE POLICIES, INVESTMENTS, AND OUTCOMES. --COMMUNITY ENGAGEMENT: WE ENSURE THAT LOW-WEALTH AND BIPOC COMMUNITIES ARE ENGAGED IN THE PUBLIC DECISION-MAKING PROCESSES THAT SHAPE POLICIES AND SYSTEMS. --STRATEGIC SYSTEMS NAVIGATION: WE PROVIDE TECHNICAL EXPERTISE, ANALYSIS AND STRATEGY DEVELOPMENT TO SUPPORT LEADERS IN NAVIGATING COMPLEX INSTITUTIONS AND SYSTEMS. --FIELD BUILDING: WE BUILD THE CAPACITY OF ORGANIZATIONS TO ORGANIZE FOR EQUITABLE GROWTH AND DEVELOPMENT, AND TO SEE THE CONNECTIONS BETWEEN LOCAL AND REGIONAL ISSUES. USING THESE STRATEGIES, THE ALLIANCE BRINGS PROGRESSIVE ORGANIZATIONS TOGETHER TO ADVOCATE FOR POLICY, INVESTMENT AND SYSTEMS CHANGES THAT MAKE OUR COMMUNITIES MORE SAFE, EQUITABLE AND WELCOMING FOR BIPOC RESIDENTS. |
| FORM 990, PAGE 2, PART III, LINE 4A | REGIONAL EQUITY PROJECT: THROUGH THE REGIONAL EQUITY PROJECT, THE ALLIANCE BUILDS AND CONVENES COALITIONS THAT ADVANCE EQUITY IN THE TWIN CITIES REGION. THIS WORK INCLUDES: - THE BUSINESS RESOURCE COLLECTIVE, AN INTENTIONAL, COMMUNITY-LED SPACE TO PLAN FOR BIPOC-OWNED SMALL BUSINESS RECOVER AND RESILIENCE. THIS WORK EMERGED AFTER THE COVID PANDEMIC, THE UPRISING OF 202, AND THE ENSUING CHALLENGES FOR SMALL, BIPOC-OWNED BUSINESSES. IN 2023, WE DEVELOPED AND ADVOCATED FOR A COMPREHENSIVE INFRASTRUCTURE INVESTMENT PACKAGE TO BRING STATE RESOURCES AND OPPORTUNITIES TO BIPOC SMALL BUSINESS THROUGHOUT MINNESOTA, WITH ATTENTION TO CRAFTING LANGUAGE THAT ALLOWS FOR INVESTMENT IN MICROBUSINESSES, HOME-BASED BUSINESSES, CREATIVE BUSINESSES AND OTHER STRUCTURES COMMON IN OUR COMMUNITIES. WE REMAIN FOCUSED ON SHIFTING ECONOMIC DEVELOPMENT AND SMALL BUSINESS POLICY AT THE LOCAL, COUNTY, AND STATE LEVELS TO BENEFITS THE BIPOC SMALL BUSINESS ECOSYSTEM, INCLUDING TARGETING STATE INVESTMENTS. - THE ALLIANCE CONVENES AN EQUITABLE DEVELOPMENT PRINCIPLES & SCORECARD PRACTITIONERS TABLE FORMED OF PEOPLE INTERESTED IN USING THIS TOOL TO HELP RESIDENTS, COMMUNITY-BASED ORGANIZATIONS, AND LOCAL GOVERNMENT PLAN FOR DEVELOPMENT THAT WILL REPAIR PAST HARMS AND CONTRIBUTE TO A STRONGER, MORE INCLUSIVE, AND THRIVING COMMUNITY. THIS TOOL PROVIDES A FRAMEWORK TO RECLAIM POWER AND ENSURE THAT DEVELOPMENT IS NOT ISOLATED PROJECTS BUT RATHER BECOMES AN INTEGRAL PIECE OF A COLLECTIVE COMMITMENT TO CREATE WEALTH, OPPORTUNITY, AND LIVABILITY FOR HISTORICALLY AND SYSTEMICALLY MARGINALIZED COMMUNITIES. IN 2023, THE ALLIANCE CONVENED MULTIPLE GATHERINGS OF THE SCORECARD PRACTITIONERS GROUP AND PRODUCED FOUR PUBLICATIONS SUMMARIZING LESSONS LEARNED FROM A SYMPOSIUM HELD FOR PRACTITIONERS IN LATE 2022. WE ALSO PRESENTED THE TOOL AT FOUR NATIONAL AND FOUR TWIN CITIES-BASED CONVENINGS. |
| FORM 990, PAGE 2, PART III, LINE 4B | AFFORDABLE HOUSING: THE ALLIANCE CONVENES AND CONTRIBUTES TO SEVERAL COALITIONS THAT CREATE PATHWAYS TO HOUSING STABILITY AND HOUSING JUSTICE FOR LOW-WEALTH AND BIPOC PEOPLE IN OUR COMMUNITIES. HIGHLIGHTS FROM 2023 INCLUDE: - THE ALLIANCE CONVENES THE HOUSING JUSTICE LEAGUE, A COALITION ADVANCING TENANT PROTECTION POLICIES IN MINNEAPOLIS. WE'RE WORKING TO BUILD THE POLITICAL WILL TO PASS A TENANT OPPORTUNITY TO PURCHASE ORDINANCE THAT WOULD GIVE TENANTS FIRST RIGHT OF REFUSAL WHEN A MULTI-FAMILY PROPERTY IS MADE AVAILABLE FOR SALE. THIS IS A PROVEN WEALTH-BUILDING PROGRAM WITH THE SUPPORT OF COMMUNITY ORGANIZATIONS THAT ARE BUILDING CAPACITY FOR RENTERS TO BECOME INDIVIDUAL OR COOPERATIVE OWNERS OF RENTAL PROPERTIES. - WITH LOCAL PARTNERS, THE ALLIANCE DEVELOPED A GRANTMAKING PROCESS TO FUND COMMUNITY-BASED ORGANIZATIONS TO ORGANIZE AND ENGAGE TENANTS AROUND HOUSING STABILITY. THE HOUSING STABILITY GRANT PROGRAM WAS DESIGNED TO FUND ORGANIZATIONS THAT ARE ROOTED IN AND WORKING WITH THE COMMUNITIES MOST IMPACTED BY HOUSING INEQUITY AND WITH PEOPLE WHO HAVE LIVED EXPERIENCE WITH HOMELESSNESS AND/OR HOUSING INSECURITY. OUR GOAL WAS TO ELIMINATE BARRIERS TO HOUSING STABILITY AND ADVANCE SYSTEMS CHANGE FOR HOUSING JUSTICE, AND WE DISTRIBUTED GRANTS TO EIGHT COMMUNITY-BASED ORGANIZATIONS IN 2023. |
| FORM 990, PAGE 2, PART III, LINE 4C | TRANSIT EQUITY: THE ALLIANCE CONVENES THE COALITION FOR CLEAN TRANSPORTATION, A GROUP OF MINNESOTA CLEAN ENERGY, ENVIRONMENTAL, AND SOCIAL JUSTICE ADVOCACY GROUPS ADVANCING TRANSPORTATION SOLUTIONS THAT REDUCE CLIMATE POLLUTION, IMPROVE PUBLIC HEALTH, AND INCREASE ACCESS TO CLEAN AND AFFORDABLE TRANSIT OPTIONS IN MINNESOTA. THE COALITION'S BROAD GOAL IS TO PURSUE ELECTRIFICATION PROJECTS THAT EXPAND MOBILITY AND REDUCE POLLUTION IN BIPOC COMMUNITIES. DURING THE 2023 STATE LEGISLATIVE SESSION, CCT PLAYED A KEY ROLE IN ADVOCATING FOR IMPORTANT POLICIES AND INVESTMENTS AIMED AT REDUCING MOBILITY DISPARITIES IN BIPOC AND LOW-INCOME COMMUNITIES AND FOR PEOPLE WITH DISABILITIES. OUR OUTCOMES INCLUDED 14 MILLION TO SUPPORT SCHOOL DISTRICTS IN ACCELERATING THE ADOPTION OF ELECTRIC SCHOOL BUSES INTO DISTRICT FLEETS AND FUNDING TO SUPPORT UNDER-RESOURCED AREAS TO BE ABLE TO COMPETE FOR FEDERAL FUNDING FOR CRITICAL INFRASTRUCTURE AND TRANSPORTATION PROJECTS; AN ELECTRIC BIKE TAX CREDIT. WE ALSO OFFERED ACTIVE SUPPORT TO THE SUCCESSFUL CAMPAIGN FOR A 0.75 METRO SALES TAX FOR TRANSIT THAT WILL MAKE MILLIONS OF DOLLARS AVAILABLE FOR TRANSIT OPERATIONS ANNUALLY. BEYOND THE CCT'S ACCOMPLISHMENTS, ALLIANCE ALSO PARTICIPATED ON THE METROPOLITAN COUNCIL EQUITY EVALUATION OF REGIONAL TRANSPORTATION INVESTMENTS STUDY EQUITY POLICY GROUP, THAT DEVELOPED A TRANSPORTATION EQUITY FRAMEWORK AND PROCESS EVALUATION TOOL FOR REGIONAL TRANSPORTATION PLANNING AND PROJECTS. |
| FORM 990, PAGE 2, PART III, LINE 4D | ALL OTHER PROGRAMS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD'S EXECUTIVE COMMITTEE REVIEWS THE FORM 990 FOR APPROVAL. ONCE APPROVED, THE 990 IS SIGNED AND SUBMITTED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH YEAR, BOARD MEMBERS ARE REQUIRED TO FILL OUT THE CONFLICT OF INTEREST FORMS. KEY STAFF MEMBERS IN POSITIONS OF MAKING SPENDING OR CONTRACTING DECISIONS ALSO FILL THEM OUT. THE STAFF COLLECTS THE FORMS AND KEEPS THEM ON FILE AT THE DIRECTION OF THE EXECUTIVE COMMITTEE OF THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OVERSEES THE ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AND ASKS ALL STAFF, BOARD MEMBERS AND KEY COALITION MEMBER REPRESENTATIVES AND ALLIED ORGANIZATION REPRESENTATIVES TO FILL OUT AN EVALUATION FORM. THE EXECUTIVE COMMITTEE THEN MEETS WITH THE DIRECTOR TO DISCUSS THE COLLECTIVE EVALUATION FORM, COMPARES THE EXECUTIVE DIRECTOR'S PERFORMANCE WITH ANNUAL WORK PLAN GOAL AND OUTCOMES, SETS NEW GOALS AND WORK PLAN OUTCOMES FOR THE COMING YEAR, AND MAKES DECISIONS ON COMPENSATION AND SALARY ADJUSTMENTS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE EXECUTIVE DIRECTOR SUPERVISES THE ASSOCIATE DIRECTOR AND DIRECTOR OF ORGANIZING & POLICY TO PERFORM A SIMILAR EVALUATION OF THEIR EFFORTS AND MAKES DECISIONS ABOUT THEIR COMPENSATION AND SALARY ADJUSTMENTS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Software ID: | |
| Software Version: |