2024-02-21T11:07:35-06:00 2023-06-30 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990 2022-07-01 421186501 PROTEUS INC PROT 5152715303 1221 CENTER ST 16 DES MOINES IA 50309 DANIEL HOFFMAN-ZINNEL CHIEF EXECUTIVE OFFICER 5152715303 2024-01-22 1 DANIEL HOFFMAN-ZINNEL 999009999 0 BRENT L ALEXANDER CPA P00075113 5157275700 2024-01-22 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL HOFFMAN-ZINNEL 1221 CENTER ST 16 DES MOINES IA 50309 6489752 0 X WWW.PROTEUSINC.NET X 1982 IA TO PROVIDE FARMWORKERS, IMMIGRANTS, AND OTHERS WITH A VARIETY OF SERVICES THAT IMPROVE THEIR HEALTH, EDUCATION, AND ECONOMIC OPPORTUNITIES. 12 12 80 51 0 0 6677604 6402128 58953 87407 26 217 43228 -18107 6779811 6471645 1212570 900461 0 0 3985449 4241081 0 0 24246 1305783 1296057 6503802 6437599 276009 34046 1622800 2241027 605182 1189363 1017618 1051664 X THE PURPOSE OF PROTEUS SHALL BE TO RAISE THE STANDARD OF LIVING OF MIGRANT SEASONAL FARMWORKERS AND OTHER LOW-INCOME PEOPLE BY IMPLEMENTING EDUCATIONAL, EMPLOYMENT, ECONOMIC DEVELOPMENT, HEALTH CARE, AND OTHER SERVICE PROGRAMS FOR THE POOR, THE DISADVANGTAGED AND LOW-SKILLED. 0 0 3825556 870006 LABOR PROGRAMS: SERVICES ARE OFFERED TO FARMWORKERS TO EITHER HELP STABILIZE THEM IN THEIR CURRENT EMPLOYMENT OR TO ASSIST THEM IN OBTAINING NEW EMPLOYMENT. THROUGH THE USE OF JOB TRAINING AND EMPLOYMENT SERVICES OUR PARTICIPANTS WILL HAVE GAINFUL EMPLOYMENT AT LIVABLE WAGES. SUPPORT SERVICES ARE ALSO OFFERED TO FARMWORKERS AND ARE USED TO HELP THEM IN THEIR CURRENT EMPLOYMENT OR WHEN SEEKING OTHER EMPLOYMENT. 1640378 30455 87407 HEALTH: TO DELIVER COMPREHENSIVE, HIGH QUALITY, CULTURALLY-COMPETENT PREVENTIVE AND PRIMARY HEALTH SERVICES TO MIGRANT AND SEASONAL FARMWORKERS AND THEIR FAMILIES EITHER THROUGH DIRECT SERVICES OR VOUCHERS. DELIVER HEALTH EDUCATION AND PROMOTION TO INDIVIDUALS IN IOWA. 12031 OTHER: PROVIDE ASSISTANCE AND COORDINATION OF SERVICES TO INDIVIDUALS WITHIN THE COMMUNITIES WHERE WE OPERATE. 5477965 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 47 0 1 80 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CARLA BESTE 5152715306 1221 CENTER STREET SUITE 16 DES MOINES IA 50309 REBECCA PRESCOTT CHAIR 1.00 X X 0 0 0 KRISTIN HOFFMAN VICE CHAIR 1.00 X X 0 0 0 MELISSA GARCIA PAST CHAIR 1.00 X X 0 0 0 AMY BELLER TREASURER 1.00 X X 0 0 0 JUAN AYALA-ROMAN SECRETARY 1.00 X X 0 0 0 JOHN VAN GINKEL DIRECTOR 1.00 X 0 0 0 HIJINIO CARREON DIRECTOR 1.00 X 0 0 0 ERIKA VILLEGAS DIRECTOR (BEG FEB 2023) 1.00 X 0 0 0 SARAH NASH DIRECTOR 1.00 X 0 0 0 NORMA GUERRERO DIRECTOR (BEG FEB 2023) 1.00 X 0 0 0 MARIA NARVAEZ DIRECTOR (BEG FEB 2023) 1.00 X 0 0 0 DWIGHT JACKSON DIRECTOR (BEG FEB 2023) 1.00 X 0 0 0 REBECCA KUBACKI DIRECTOR (END AUG 2022) 1.00 X 0 0 0 MICHELLE MACKEL-WIEDERANDERS DIRECTOR (END OCT 2022) 1.00 X 0 0 0 GLORIA VERMIE DIRECTOR (END MAY 2023) 1.00 X 0 0 0 DANIEL HOFFMAN-ZINNEL CEO 40.00 X 170859 0 17631 CARLA BESTE CFO 40.00 X 145513 0 29592 316372 0 47223 2 0 1 0 0 96315 6058371 247442 5002 6402128 CONTRACT SERVICE FEES 561000 87407 87407 87407 217 217 0 96315 18107 -18107 -18107 6471645 87407 0 -17890 900461 900461 395363 54704 333645 7014 2944960 2628516 310910 5534 220700 196769 23767 164 388709 350055 37109 1545 291349 244365 46138 846 2500 2500 43488 43488 318653 261373 54380 2900 40817 38056 2761 174212 155965 16651 1596 222278 204151 18127 235552 227506 7462 584 38138 38138 40083 35171 4912 OTHER EXPENSES 74301 49081 21407 3813 STAFF TRAINING 52135 48501 3634 EQUIPMENT MAINTENANCE 38772 31783 6989 RENT EXPENSE 14699 13370 1079 250 429 429 6437599 5477965 935388 24246 1056540 834677 380535 635229 27874 50722 7940 5842 32066 10329 387778 308071 117845 79707 0 624521 1622800 2241027 576185 517171 28997 28754 0 643438 605182 1189363 X 622522 711732 395096 339932 1017618 1051664 1622800 2241027 34046 0 X 0 1 X 1 1 1 X 4555484 5381615 6756915 6677604 6402128 29773746 4555484 5381615 6756915 6677604 6402128 29773746 29518 29744228 55 60 18 26 217 376 29774122 303154 0.99900 0.99730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 26250 33750 327778 281821 45957 79707 RIGHT-OF-USE ASSETS - OPERATING LEASES 605662 RIGHT-OF-USE ASSETS - FINANCE LEASES 18859 624521 OPERATING LEASE LIABILITIES 625377 FINANCE LEASE LIABILITIES 18061 643438 6495102 5350 18107 23457 6471645 0 6471645 6461056 5350 18107 23457 6437599 0 6437599 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF DIRECT BENEFIT TO DONORS 18,107. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF DIRECT BENEFIT TO DONORS 18,107. I'M THANKFUL DINNER 80730 80730 900 11460 1200 17534 INDIANA BREAKFAST 15585 15585 1765 2782 1749 96315 96315 1765 900 14242 1200 19283 37390 -37390 1 PARTICIPANT ALLOWANCE 168 297395 PARTICIPANT TRAVEL 33 12898 PARTICIPANT DIRECT SERVICES 267 81351 TUITION AND FEES EXPENSE 234 506597 PARTICIPANT PERSONAL ITEMS 1416 2220 FMV MEDICATIONS AND MEDICAL SUPPLIES PART I, LINE 2: ALL ORGANIZATIONS AND INDIVIDUALS REQUESTING ASSISTANCE GO THROUGH AN APPLICATION PROCESS BASED ON THE REQUIREMENTS OF THE DONOR. THE APPLICATION IS SUBMITTED ONLINE BY THE APPLICANT AND THE INTERVIEWER ATTESTS TO ACCURACY OF THE DOCUMENTATION AND THE INFORMATION PROVIDED. THE APPLICATION IS THEN REVIEWED AGAINST THE MASTERFILE FOR DUPLICATION AND APPROVED BY A SUPERVISOR. BEFORE ANY PAYMENTS ARE RELEASED THE FISCAL DEPARTMENT MUST RECEIVE AN APPROVED PROTEUS FORM AND THE SUPPORTING DOCUMENTATION. PARTICIPANT FILES ARE THEN REVIEWED ON A PERIODIC BASIS BY MANAGEMENT TO ASSURE THAT PROCEDURES, POLICIES AND GRANT REGULATIONS HAVE BEEN FOLLOWED. 0 0 0 0 0 0 0 0 0 DANIEL HOFFMAN-ZINNEL CEO 169859 0 1000 0 0 0 13669 0 3962 0 188490 0 0 0 CARLA BESTE CFO 142513 0 3000 0 0 0 11641 0 17951 0 175105 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIVING THE 990, THE BOARD OF DIRECTORS REVIEWS THE 990 AT THE PRIOR BOARD MEETING BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY, AND EACH BOARD MEMBER IS REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS ARE DISCUSSED AND RESOLVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES CHANGES TO SALARY FOR OTHER OFFICERS AND KEY EMPLOYEES BASED ON LABOR SURVEYS CONDUCTED BY THE STATE OF IOWA. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND THE 990 IS POSTED ON GUIDESTAR.