2024-10-11T15:41:13-05:00 2024-05-31 411489071 SMITH SCHAFER & ASSOCIATES LTD 7500 HIGHWAY 55 SUITE 350 MINNEAPOLIS MN 55427 990 2023-06-01 416173532 INSTITUTE OF INTERNAL AUDITORS INC - TWIN CITIES CHAPTER INST 6122101736 10825 ALBERTON WAY INVER GROVE HEIGHTS MN 55077 JILL HELMS TREASURER 7636393188 2024-10-11 1 1 HARRY JONES CPA P01518872 9529201455 2024-10-11 2023 2024-10-15 13:58:12Z JILL HELMS 10825 ALBERTON WAY INVER GROVE HEIGHTS MN 55077 144406 0 X WWW.THEIIA.ORG X 1981 MN ADVANCEMENT OF INTERNAL AUDIT PROFESSION. 16 16 1 41 0 0 0 0 111001 144406 0 0 32375 0 143376 144406 5000 5000 0 0 0 0 0 0 0 158207 151658 163207 156658 -19831 -12252 267569 271979 10418 11302 257151 260677 X TO CULTIVATE, PROMOTE, AND DISSEMINATE INFORMATION CONCERNING INTERNAL AUDITING AND RELATED SUBJECTS. TO ESTABLISH AND MAINTAIN HIGH STANDARDS OF INTEGRITY, HONOR, AND CHARACTER AMONG INTERNAL AUDITORS. TO FURNISH INFORMATION REGARDING INTERNAL AUDITING AND THE PRACTICE AND METHODS THEREOF TO ITS MEMBERS, TO OTHER PERSONS INTERESTED AND TO THE GENERAL PUBLIC. 0 0 CONDUCTED APPROXIMATELY 25 HALF DAY OR FULL DAY LIVE AND VIRTUAL SEMINARS TO ALLOW MEMBERS TO MEET THEIR CONTINUING EDUCATION REQUIREMENTS AND EXPAND THEIR PROFESSIONAL NETWORK BY LEARNING AND SHARING KNOWLEDGE. PROVIDED SPONSORSHIP AND SCHOLARSHIPS TO ACCOUNTING AND FINANCE DEPARTMENTS AND STUDENTS WITH LOCAL COLLEGES AND UNIVERSITIES. CONDUCTED APPROXIMATELY 12 1/2 HOURS LIVE ROUNDTABLE EVENTS TO ALLOW MEMBERS TO MEET THEIR CONTINUING EDUCATION REQUIREMENTS AND EXPAND THEIR PROFESSIONAL NETWORK BY LEARNING AND SHARING KNOWLEDGE. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 1 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 0 0 0 0 1 1 0 1 1 0 0 0 X TANYA BERTRAND 6122101736 10825 ALBERTON WAY INVER GROVE HEIGHTS MN 55077 X CARAH BLYTHE BOARD OF GOVERNORS 1.00 X 0 0 0 DAVID HAYES BOARD OF GOVERNORS 1.00 X 0 0 0 TYLER GRAFFUNDER BOARD OF GOVERNORS (PAST PRESIDENT) 1.00 X 0 0 0 MATT ALBERT BOARD OF GOVERNORS 1.00 X 0 0 0 JEREMIAH CHAMP BOARD OF GOVERNORS (PAST PRESIDENT) 1.00 X 0 0 0 LEANNE ELIASON BOARD OF GOVERNORS 1.00 X 0 0 0 MICHAEL WELLS BOARD OF GOVERNORS 1.00 X 0 0 0 MALLORY THOMAS BOARD OF GOVERNORS 1.00 X 0 0 0 DEANN ARDEN-BAHN BOARD OF GOVERNORS 1.00 X 0 0 0 KOJO BAAFI BOARD OF GOVERNORS 1.00 X 0 0 0 GORDON BRAUN BOARD OF GOVERNORS 1.00 X 0 0 0 SERGIO CARRILLO BOARD OF GOVERNORS 1.00 X 0 0 0 LINDA GILLIGAN BOARD OF GOVERNORS 1.00 X 0 0 0 ROBERT GOODALL BOARD OF GOVERNORS 1.00 X 0 0 0 SARAH MCCARTTY BOARD OF GOVERNORS 1.00 X 0 0 0 ERIC OVERMAN BOARD OF GOVERNORS 1.00 X 0 0 0 KRISTYN BELL PRESIDENT 5.00 X 0 0 0 JILL HELMS TREASURER 5.00 X 0 0 0 GARRETT SCHMIDT ASSITANT TREASURER 5.00 X 0 0 0 MARISTELA RODRIGUES MORORO ASSITANT TREASURER 5.00 X 0 0 0 JOSH HULTGREN VP CAE RELATIONS 5.00 X 0 0 0 DANIEL SANCHEZ VP CAE RELATIONS 5.00 X 0 0 0 DAVID LUBIN VP CAE RELATIONS 5.00 X 0 0 0 TRISTA BRAUN VP MEMBER RELATIONS 5.00 X 0 0 0 BRENDA DREHMEL VP MEMBER RELATIONS 5.00 X 0 0 0 PAUL RISTVEDT VP MEMBER RELATIONS 5.00 X 0 0 0 JARRET PETERSON VP YOUNG PROFESSIONAL GROU 5.00 X 0 0 0 JONATHAN CARACCI VP YOUNG PROFESSIONAL GROU 5.00 X 0 0 0 TIM SCHMIDT VP COMMUNICATIONS 5.00 X 0 0 0 TERI DULLNIG VP ACADEMIC RELATIONS 5.00 X 0 0 0 JOE JOSEPH VP ACADEMIC RELATIONS 5.00 X 0 0 0 KATIE KLEIN VP EVENTS AND CONFERENCES 5.00 X 0 0 0 TANYA BERTRAND EXECUTIVE DIRECTOR 20.00 X 0 0 0 ASHLEY RYAN DISTRICT REPRESENTATIVE 5.00 X 0 0 0 JOE STRANDE VP PROGRAMS 5.00 X 0 0 0 CHRISSY SCHUMANN VP MEMBERSHIP AND CERTIFIC 5.00 X 0 0 0 JENNA NIEDZ VICE PRESIDENT 5.00 X 0 0 0 0 0 0 0 0 0 0 0 MEETINGS/SEMINARS INCO 611430 85145 85145 MEMBERSHIP DUES 611430 33131 33131 CONFERENCE INCOME 611430 16096 16096 ALLOTMENT FROM IIA HEA 611430 10034 10034 144406 144406 144406 0 0 5000 96 143211 LEADERSHIP CONFERENCE 3396 BANK CHARGES 2653 AWARDS, PLAQUES 1714 DIRECT REPRESENTATIVE S 569 19 156658 143422 135462 9957 5555 681 684 113509 130278 267569 271979 10418 11302 10418 11302 X 0 0 0 0 257151 260677 257151 260677 267569 271979 -12252 16769 -991 0 X 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THIS ORGANIZATION CONSISTS OF MEMBERS WHO PRIMARILY WORK/HAVE WORKED IN THE INTERNAL AUDIT PROFESSION. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS AND OTHER OFFICERS ARE ELECTED BY THE MEMBERSHIP ON PER-DEFINED BASIS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS REQUIRING AMENDMENTS TO THE BYLAWS REQUIRE MEMBERSHIP RATIFICATION PRIOR TO IMPLEMENTATION. FORM 990, PART VI, SECTION A, LINE 8B THE PRIMARY COMMITTEE WHERE MEETING MINUTES ARE DOCUMENTED IS THE AUDIT COMMITTEE OF THE BOARD - OTHER COMMITTEES EXIST; HOWEVER, OBJECTIVES OF THOSE COMMITTEES ARE MORE OPERATIONAL IN NATURE AND AS SUCH, MINUTES ARE NOT CONSISTENTLY RETAINED. FORM 990, PART VI, SECTION B, LINE 11B THIS 990 WAS PROVIDED TO THE VICE PRESIDENT AND A COMMITTEE OF SELECT INDIVIDUALS FROM THE BOARD OF GOVERNORS (AUDIT COMMITTEE) FOR REVIEW PRIOR TO BEING FILED. FORM 990, PART VI, SECTION C, LINE 19 ADVANCEMENT OF INTERNAL AUDIT PROFESSION.