Civic Intelligence

Prepare and Prosper

990 • Fiscal year 2020 • EIN 23-7131829

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 04, 2020

Organization Profilewww.prepareandprosper.org
2610 University Ave W Ste 450St Paul, MN 55114

(651) 287-0187

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.11x

Higher debt load relative to assets than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.12x

Higher debt load relative to revenue than 46% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

72nd percentile

$107,794

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

84th percentile

43%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

68th percentile

12%

Faster revenue growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$2,435,005

Up $731,756 (+43%) from 2019

Net Assets

Up

$2,163,530

Up $532,929 (+33%) from 2019

Liabilities

Up

$271,475

Up $198,827 (+274%) from 2019

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin76th percentile

Revenue

Up

$2,338,121

Up $252,007 (+12%) from 2019

Expenses

Down

$1,798,363

Down $297,134 (-14%) from 2019

Net Income

Up

$539,758

Up $549,141 (+5853%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $619,237Liabilities 2011: $69,725Net Assets 2011: $549,5122011Assets 2012: $552,513Liabilities 2012: $93,619Net Assets 2012: $458,8942012Assets 2013: $671,057Liabilities 2013: $91,912Net Assets 2013: $579,1452013Assets 2015: $930,570Liabilities 2015: $115,392Net Assets 2015: $815,1782015Assets 2016: $1,584,452Liabilities 2016: $154,269Net Assets 2016: $1,430,1832016Assets 2017: $1,524,222Liabilities 2017: $104,331Net Assets 2017: $1,419,8912017Assets 2018: $1,710,439Liabilities 2018: $67,373Net Assets 2018: $1,643,0662018Assets 2019: $1,703,249Liabilities 2019: $72,648Net Assets 2019: $1,630,6012019Assets 2020: $2,435,005Liabilities 2020: $271,475Net Assets 2020: $2,163,5302020Assets 2021: $2,795,257Liabilities 2021: $324,201Net Assets 2021: $2,471,0562021Assets 2022: $2,509,288Liabilities 2022: $108,091Net Assets 2022: $2,401,1972022Assets 2023: $3,147,378Liabilities 2023: $632,342Net Assets 2023: $2,515,0362023Assets 2024: $1,996,108Liabilities 2024: $447,405Net Assets 2024: $1,548,7032024Assets 2025: $1,478,737Liabilities 2025: $564,797Net Assets 2025: $913,9402025

Highlighted filing

2020

Assets$2,435,005
Liabilities$271,475
Net Assets$2,163,530
Open 2020 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $1,032,1162011Expenses 2012: $1,082,4192012Expenses 2013: $1,290,9002013Revenue 2015: $1,748,412Expenses 2015: $1,494,107Net Income 2015: $254,3052015Revenue 2016: $2,342,332Expenses 2016: $1,713,959Net Income 2016: $628,3732016Revenue 2017: $1,877,255Expenses 2017: $1,898,719Net Income 2017: -$21,4642017Revenue 2018: $2,190,112Expenses 2018: $1,971,242Net Income 2018: $218,8702018Revenue 2019: $2,086,114Expenses 2019: $2,095,497Net Income 2019: -$9,3832019Revenue 2020: $2,338,121Expenses 2020: $1,798,363Net Income 2020: $539,7582020Revenue 2021: $2,505,131Expenses 2021: $2,242,173Net Income 2021: $262,9582021Revenue 2022: $2,156,071Expenses 2022: $2,195,120Net Income 2022: -$39,0492022Revenue 2023: $2,572,017Expenses 2023: $2,472,462Net Income 2023: $99,5552023Revenue 2024: $2,006,950Expenses 2024: $2,983,297Net Income 2024: -$976,3472024Revenue 2025: $2,777,225Expenses 2025: $3,407,399Net Income 2025: -$630,1742025

Highlighted filing

2020

Revenue$2,338,121
Expenses$1,798,363
Net Income$539,758
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 4, 2020
Return Version
2019v5.1
Gross Receipts
$2,340,811
Mission and Program Overview

Mission

Prepare and prosper is dedicated to providing high quality tax preparation and related financial services to individuals and families of limited means by leveraging volunteer resources and advising and assisting others to provide similar services in their communities.

Prepare + Prosper and its volunteers work with low to moderate-income people to build financial well-being through free tax preparation and financial services, products, and coaching, and by changing systems to create economic opportunity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,091,045$1,532,850▲ $441,805
Pledges and Grants Receivable$375,000$670,000▲ $295,000
Investments in Publicly Traded Securities$156,071$184,688▲ $28,617
Land, Buildings, and Equipment, Net$40,988$29,122▼ $11,866
Accounts Receivable$32,590$8,500▼ $24,090
Cash and Non-Interest-Bearing Accounts-$0-
Total Assets$1,703,249$2,435,005▲ $731,756
Other Assets Total$7,555$9,845▲ $2,290
Liabilities
Mortgage Notes Payable Secured by Investment Property-$182,300-
Accounts Payable and Accrued Expenses$72,648$89,175▲ $16,527
Total Liabilities$72,648$271,475▲ $198,827
Net Assets / Fund Balance
Net Assets With Donor Restrictions$957,693$1,257,120▲ $299,427
Net Assets Without Donor Restrictions$672,908$906,410▲ $233,502
Total Net Assets Fund Balance$1,630,601$2,163,530▲ $532,929
Total Liabilities and Net Assets / Fund Balance$1,703,249$2,435,005▲ $731,756

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,040$49,768$58,808
Leasehold Improvements$20,082$21,585$41,667

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$156,071$30,610▼ $1,643-$184,688
2018$132,226$20,350▲ $4,696-$156,071
2017$122,739$470▲ $11,501-$132,226
2016$107,154$300▲ $16,965$501$122,739
2015$111,962$350▼ $4,053-$107,154
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy FischmanExecutive DirectorFT$104,852$2,942$107,794

Board Members and Trustees

NameTitle
Greg PeskyPresident
Beth HaneyVice President
Teshite WakoVice President
Asheesh ChoudharyDirector
Brian StrittmaterDirector
Jeremie GreerDirector
Jerry MorrisDirector
Marsha Pitts-PhillipsDirector
Matt LorenzDirector
Neera ChatterjeeDirector
Robin FrancisDirector
Roland SieDirector
Ron ZweberDirector
Terri SteenblockDirector
Carole SpecktorSecretary
Patty BongaartsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,321,837
Program Service Revenue
$2,136
Investment Income
$10,009
Other Revenue
$4,139
All Other Contributions
$1,198,337
Change in Net Assets
$539,758

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,338,471
Revenue Not Reported on Financial Statements
$-350
Revenue Not Reported on Form 990
$1,221
Total Revenue per Audited Statements
$2,339,692
Total Revenue per Form 990
$2,338,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,354,212
Other Expenses$444,151
Total Fundraising Expense$199,215
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$902,810$52,350$124,598$1,079,758
Occupancy$188,233$7,268$10,962$206,463
Current Officers, Directors, Trustees, and Key Employees$49,758$33,113$31,259$114,130
Payroll Taxes$73,692$6,023$11,227$90,942
Office Expenses$75,140$4,276$8,712$88,128
Other Employee Benefits$48,703$713$4,021$53,437
Fees for Services Other$38,322$5,786$2,320$46,428
Fees for Services Accounting-$21,031-$21,031
Pension Plan Contributions$13,672$632$1,641$15,945
Depreciation Depletion$10,395$356$1,115$11,866
Insurance$5,190$4,831$1,370$11,391
Travel$3,072$100$243$3,415
Conferences and Meetings$1,579$965$575$3,119
Other Expenses$1,665$1,515$526$1,515
Advertising$337$120$100$557
Total Functional Expenses$1,458,916$140,232$199,215$1,798,363

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,806,763
Expenses per Audited Statements$1,798,363
Total Expenses per Form 990$1,798,363
Expenses Not Reported on Form 990$8,400
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,690
Fundraising Gross Income$670
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tee Off for Taxes$13,000-$1,417-
Trivia for Taxes$10,170$670$45$625
Total Events$23,170$670$2,690$-2,020
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The finance committee selected by the Board of Directors and chaired by a certified public accountant, reviewed the form 990. The form 990 was presented to the board of directors for approval prior to filing with the IRS.”

Form 990, Part VI, Section B, line 12C

“Board members are required to sign a conflict of interest disclosure statement annually. The board will not enter into any contract or transaction where a conflict of interest may exist unless all of the following three conditions are met 1) the interest in conflict is disclosed to the Board of Directors at the time the contract or transaction is considered 2) a quorum (not counting the interested director) is present at the meeting where the contract or transaction is considered 3) a majority of directors (not counting the interested director) approves, authorizes or ratifies the action.”

Form 990, Part VI, Section B, line 15

“Compensation for the Executive Director is determined by the Board of Directors after each annual performance review. The Executive Director's review is based on (1) accomplishments to date; (2) operations of the organization as executed within the boundaries of prudence & ethics established in board policies on executive limitations; & (3) evaluation of the professional relationship between the Executive Director & the board & staff. The board's executive committee is responsible for collecting & evaluating information based on the three areas listed above. The performance review is conducted with the board of directors. Comparability salary & benefits is assessed through the Minnesota Council of Nonprofits salary survey and examination of current advertised positions in the field.”

Form 990, Part VI, Section C, line 19

“Governing documents, policies & financial statements are made available for public inspection by request through the organization.”

Filing and Contact Details

Filer

Filer Name
Prepare and Prosper
EIN
23-7131829
Phone
6512870187
Address
2610 University Ave W Ste 450, St Paul, MN 55114

Signing Officer

Name
Tracy Fischman
Title
Executive Director
Phone
6512870187
Signed
2020-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Fischman
Formed
1971
Legal Domicile
Mn
Voting Board Members
16
Independent Board Members
16
Employees
79
Volunteers
560

Preparer

Firm
Abdo Eick & Meyers LLP
Address
5201 Eden Avenue Suite 250, Edina, MN 55436
Preparer
John N Abdo CPA
Phone
9528359090
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“This process has not changed from the prior year.”

Financial Statement Notes

Part V, Line 4:

“Endowment fund income may be used for the operating or program expenses of Prepare and Prosper.”

Part X, Line 2:

“The Organization has evaluated for uncertain tax positions. Management has expressed that there are no uncertain tax positions as of June 30, 2020. The Organization's tax returns are subject to possible examination by the taxing authorities. For federal tax purposes the tax returns essentially remain open for possible examination for a period of three years after the date on which those returns are filed.”

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IRS990/Desc0In a "typical" year, without the backdrop of a dangerous pandemic that upended how people live and work, P+P trains and leverages 550 volunteers to serve 12,500 customers with tax services (over 3,000 with financial services), returning around $25 million in tax refunds. In mid-March of 2020, the organization had to suspend its in-person services and redesign its model for programming and service delivery. P+P was able to quickly adapt its financial coaching program, Money Mentors, where coaches and participants started to meet by phone and eventually via virtual channels over Zoom. Redesigning P+P's tax and financial program was more complex, as the traditional approach entails large numbers of people gathered in smaller spaces all at one time. P+P pivoted to virtual and guided online tax preparation service options, using Zoom, and continued to provide services remotely for people who mailed in their tax documents. Moreover, the P+P team responded quickly to support people who needed to take action to access their Economic Impact Payments, which were provided through the Congressional CARES Act.COVID-19 is having particularly profound economic and health effects on people of color and those with low and volatile incomes. The need for P+P's services are great and growing, As the organization looks ahead, it is striving to strike a balance between safety and access, and consider myriad factors that influence planning and decisions - volunteer comfort and availability, community access channels with partner organizations, access to and comfort with safe and secure technology, overall safety protocols, and more.As P+P reflects on the last year, its reach has nonetheless been significant, and highlights include:Tax + Financial ServicesPrepare + Prosper (P+P) served nearly 8,200 people with high quality tax preparation services and returned nearly $17.6 million in tax refunds (this timeframe included services during the 2020 tax season as well as the summer and fall of 2019). During the 2020 tax season, 1,158 of the customers served also received financial services, and nearly 500 tax filers saved $711,750 of their tax refunds.P+P trained and supported 550 volunteers who gave more than 16,200 hours of their time in our tax, financial services, and coaching programs. The organization also helped 107 people apply for or renew their Individual Tax ID Numbers (ITINs), which allow people without Social Security Numbers to file tax returns.P+P's tax and financial services are available to low-and moderate-income tax filers living in the Twin Cities metro area with annual income of $35,000 or less, and families and self-employed tax filers with annual income of $55,000 or less. The average income of P+P's services, however, is approximately $17,000.
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IRS990/Form990PartVIISectionAGrp/PersonNm1Teshite Wako
IRS990/Form990PartVIISectionAGrp/PersonNm2Beth Haney
IRS990/Form990PartVIISectionAGrp/PersonNm3Patty Bongaarts
IRS990/Form990PartVIISectionAGrp/PersonNm4Carole Specktor
IRS990/Form990PartVIISectionAGrp/PersonNm5Neera Chatterjee
IRS990/Form990PartVIISectionAGrp/PersonNm6Asheesh Choudhary
IRS990/Form990PartVIISectionAGrp/PersonNm7Robin Francis
IRS990/Form990PartVIISectionAGrp/PersonNm8Jeremie Greer
IRS990/Form990PartVIISectionAGrp/PersonNm9Matt Lorenz
IRS990/Form990PartVIISectionAGrp/PersonNm10Jerry Morris
IRS990/Form990PartVIISectionAGrp/PersonNm11Marsha Pitts-Phillips
IRS990/Form990PartVIISectionAGrp/PersonNm12Roland Sie
IRS990/Form990PartVIISectionAGrp/PersonNm13Terri Steenblock
IRS990/Form990PartVIISectionAGrp/PersonNm14Brian Strittmater
IRS990/Form990PartVIISectionAGrp/PersonNm15Ron Zweber
IRS990/Form990PartVIISectionAGrp/PersonNm16Tracy Fischman
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Director
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IRS990/MissionDesc0Prepare + Prosper (P+P) works with low- to moderate-income people to build financial well-being and advance economic justice through direct service, field-shaping, and systems change. The mission of P+P is:" P+P and its volunteers work with low-to moderate-income people to build financial well-being through free tax preparation and financial services, products, and coaching, and by changing systems to create economic opportunity."
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IRS990/OtherExpensesGrp/Desc0Program expenses
IRS990/OtherExpensesGrp/Desc1Dues and subscriptions
IRS990/OtherExpensesGrp/Desc2Professional developmen
IRS990/OtherExpensesGrp/Desc3Miscellaneous
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IRS990/OtherExpensesGrp/FundraisingAmt1526
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt150
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21515
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IRS990/OtherExpensesGrp/ProgramServicesAmt118964
IRS990/OtherExpensesGrp/ProgramServicesAmt21665
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IRS990/OtherExpensesGrp/TotalAmt120613
IRS990/OtherExpensesGrp/TotalAmt22241
IRS990/OtherExpensesGrp/TotalAmt31515
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt052350
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0902810
IRS990/OtherSalariesAndWagesGrp/TotalAmt01079758
IRS990/OtherWebsiteInd0X
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IRS990/PayrollTaxesGrp/FundraisingAmt011227
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06023
IRS990/PayrollTaxesGrp/ProgramServicesAmt073692
IRS990/PayrollTaxesGrp/TotalAmt090942
IRS990/PensionPlanContributionsGrp/FundraisingAmt01641
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0632
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013672
IRS990/PensionPlanContributionsGrp/TotalAmt015945
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0670000
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IRS990/PrincipalOfficerNm0Tracy Fischman
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0Program Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02136
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02136
IRS990/ProgSrvcAccomActy2Grp/Desc0Financial Capability + LearningPrepare + Prosper runs two specialized programs designed to increase the financial health and well-being of individuals, families, and communities: Money Mentors financial coaching and the FAIR (Financial Access in Reach) initiative. Money Mentors, launched in 2014, is designed to support participants in reaching financial goals over a minimum of a six-month period. Participants work one-on-one with a trained volunteer financial coach, as well as a group of their peers, to set and work toward personalized financial goals. P+P's approach is based in behavioral science and community engagement. Money Mentors highlights over the year include:Worked with 188 people to help them meet financial goals. Over the last six-month period in 2019, participants decreased debt by an average of $2,854; increased their savings by an average of $1,489; and increased their credit scores by an average of 16. Participants overall reported feeling more financially confident.After P+P suspended in-person services, the program quickly adjusted to a virtual coaching model. Each month, participants meet virtually with their trained financial coach. Since May, participants have had the opportunity to meet with their peers online, while also gaining new skills and knowledge about financial topics such as understanding credit, budgeting, and more. An average of 20 participants met up each month through these peer sessions.FAIR is designed to reduce reliance on wealth-stripping financial products and services, and connect financially underserved consumers with financial products and coaching to support financial well-being. The products include checking, savings, and credit builder accounts, and are distributed through trusted community partners in order to reach people who have been shut or priced out of mainstream financial institutions. P+P partners with Sunrise Banks, which is the bank behind the products. FAIR highlights over the year include:Enrolled 227 people in 362 FAIR products - 159 checking, 132 savings, and 71 credit builder accounts. Trained and supported several other distribution partners, who offered FAIR products to their respective clients/customers; and designed new methods to support people in successfully using their FAIR accounts. Based on data collected through its evaluation efforts with the Future Services Institute, FAIR shows promise in reaching financially underserved people. For example: $20k is the median household income, and 60% report having variable income from month to month, 72% identify as people of color, 43% report having been turned down for a product or service due to credit in the past 12 months, and 70% report being previously "un-or under-banked," meaning they either didn't have a checking and/or savings account or if they have an account they still go outside of the bank/credit union for financial services such as money orders, check cashing, and/or payday loans.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0158525
IRS990/ProgSrvcAccomActy3Grp/Desc0P+P educates the public and policy makers about the importance of tax credits, free tax programs, financial inclusion, and related issues designed to support asset building, financial wellness, and consumer protection. Recent efforts included:Collaborated with national and local partners to increase funding for the Volunteer Income Tax Assistance (VITA) program and protect the program more fully by authorizing the program.Weighed in at the state level to address gaps for MN residents left behind by the Federal CARES Act, including adult dependents, new Americans, tipped workers, and others.Furthered our role as field leader around free tax preparation and financial wellness by speaking at events such as the Future Finance Forum, the Midwest Asset Building Conference, Prosperity Now, and several others. Additionally, served in leadership roles with the national Taxpayer Opportunity Network and cohorts on supporting tax-time savings and the financial coaching field.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0356642
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02136
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Organizational capacity:P+P had several priorities this last year to support its organization's people - staff and volunteers, its infrastructure, and to advance its commitments to diversity, equity, and inclusion (DEI). Highlights include:Engaged with FRSecure to bolster our work towards a sustainable security program for the organization. Focused on implementing security policies and related standards and conducted a security assessment of the organization's infrastructure and processes. Furthered P+P's ongoing diversity, equity, and inclusion (DEI) efforts to address historical and systemic racism that contribute to economic inequity. This included but was not limited to embedding measurable activities into work plans, developing in-person and online trainings for volunteers on cultural awareness and bias, and making modifications in hiring practices.
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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,435,005
Liabilities
$271,475
Net assets
$2,163,530
Revenue
$2,338,121
Expenses
$1,798,363
Net income
$539,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.56$0.91$2.78$3.41$0.63
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.45$1.55$2.01$2.98$0.98
2023Detailed filing. Detailed filing data is available for this year.$3.15$0.63$2.52$2.57$2.47$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.11$2.40$2.16$2.20$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.80$0.32$2.47$2.51$2.24$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.44$0.27$2.16$2.34$1.80$0.54
2019Detailed filing. Detailed filing data is available for this year.$1.70$0.07$1.63$2.09$2.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.71$0.07$1.64$2.19$1.97$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.10$1.42$1.88$1.90$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.15$1.43$2.34$1.71$0.63
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.12$0.82$1.75$1.49$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.09$0.58$1.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.09$0.46$1.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.07$0.55$1.03