2025-11-03T10:05:17-06:00 2024-12-31 411534805 CARPENTER EVERT & ASSOCIATES LTD 7760 FRANCE AVE S SUITE 940 BLOOMINGTON MN 55435 990 2024-01-01 411645157 MINNESOTA COUNCIL FOR QUALITY DBA PERFORMANCE EXCELLENCE NETWORK MINN 6519176240 PO BOX 131085 ST PAUL MN 55113 BRIAN LASSITER PRESIDENT 6519176240 2025-10-21 1 0 NEAL EVERT P00046853 9528310085 2025-10-21 2024 2025-03-06 01:10:19Z BRIAN LASSITER PO BOX 131085 ST PAUL MN 55113 419951 0 X WWW.PERFORMANCEEXCELLENCENETWORK.ORG X 1989 MN THE PERFORMANCE EXCELLENCE NETWORK (FORMERLY THE MINNESOTA COUNCIL FOR QUALITY) IS A NON-PROFIT THAT ADVANCES IMPROVEMENT AND PERFORMANCE EXCELLENCE. WE IDENTIFY STRENGTHS AND IMPROVEMENT OPPORTUNITIES AND BUILD NETWORKS THAT BRING INFORMATION, RESOURCES, KNOWLEDGE, AND BEST PRACTICES TO ORGANIZATIONS, INDIVIDUALS, AND COMMUNITIES DESIRING TO IMPROVE. 10 9 2 70 0 0 283801 248655 136176 171296 0 0 0 0 419977 419951 0 0 0 0 215879 178943 0 0 3926 200218 234817 416097 413760 3880 6191 124617 130668 3825 3685 120792 126983 X THE PERFORMANCE EXCELLENCE NETWORK (FORMERLY THE MINNESOTA COUNCIL FOR QUALITY) IS A NON-PROFIT THAT ADVANCES IMPROVEMENT AND PERFORMANCE EXCELLENCE. WE IDENTIFY STRENGTHS AND IMPROVEMENT OPPORTUNITIES AND BUILD NETWORKS THAT BRING INFORMATION, RESOURCES, KNOWLEDGE, AND BEST PRACTICES TO ORGANIZATIONS, INDIVIDUALS, AND COMMUNITIES DESIRING TO IMPROVE. 0 0 363121 171296 ASSESSMENT:THROUGH A VOLUNTARY BOARD OF EVALUATORS, PEN PROVIDES DIAGNOSTIC ASSESSMENTS FOR ORGANIZATIONS & COMMUNITIES DESIRING TO IMPROVE PERFORMANCE AND OUTCOMES. THIS PROGRAM HELPS LEADERS IDENTIFY AND PRIORITIZE STRENGTHS AND IMPROVEMENT OPPORTUNITIES, HELPING ORGANIZATIONS/COMMUNITIES FOCUS, ALIGN, AND OPTIMIZE RESOURCES. IN 2024, PEN CONDUCTED 7 PERFORMANCE EXCELLENCE AWARD ASSESSMENTS. EDUCATION:PEN PROVIDES TRAINING, WORKSHOPS, SEMINARS, CONFERENCES TO LEADERS, PROFESSIONALS, AND THE GENERAL PUBLIC IN ALL SECTORS OF THE ECONOMY (BUSINESS, EDUCATION, HEALTHCARE, NONPROFIT, AND GOVERNMENTAL AGENCIES). EDUCATION FOCUSES ON BEST PRACTICES AND METHODS TO IMPROVE INDIVIDUAL, ORGANIZATIONAL, AND/OR COMMUNITY PERFORMANCE. EDUCATION ALSO INCLUDES TRAINING FOR NON-PROFIT BOARD OF EVALUATORS. IN 2024, PEN TRAINED OVER 35 EVALUATORS AND TRAINED/SERVED OVER 2500 LEADERS/PROFESSIONALS (NEARLY 225 IN WORKSHOPS/SEMINARS, NEARLY 300 IN CONFERENCES, AND OVER 2000 IN MONTHLY BREAKFAST/WEBINARS). RECOGNITION:PEN RECOGNIZES ORGANIZATIONS IN MINNESOTA, SOUTH DAKOTA, AND NORTH DAKOTA THAT ARE USING QUALITY AND CONTINUOUS IMPROVEMENT PRINCIPLES TO IMPROVE OUTCOMES. PEN RECOGNIZES VOLUNTEERS WHO PROVIDE TIME AND EXPERTISE TO HELPING ORGANIZATIONS AND COMMUNITIES IN THE UPPER MIDWEST IMPROVE PERFORMANCE. IN 2024, PEN RECOGNIZED 7 ORGANIZATIONS FOR THEIR IMPROVEMENT EFFORTS AND 35 VOLUNTEERS FOR THEIR SERVICES AS EVALUATORS. 363121 1 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 0 0 0 1 18 0 2 1 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X BRIAN LASSITER 6519176240 PO BOX 131085 ST PAUL MN 55113 CHACE ANDERSON CHAIR 1.00 X X 0 0 0 TOM HENRY DIRECTOR 1.00 X 0 0 0 SANDRA OGUNREMI VICE PRESIDENT 1.00 X X 0 0 0 TAMI REUTER DIRECTOR 1.00 X 0 0 0 PAM HELGESON-BRITTON DIRECTOR 1.00 X 0 0 0 KAREN KIEL-ROSSER DIRECTOR 1.00 X 0 0 0 LORI MEYER DIRECTOR 1.00 X 0 0 0 ARUN NATARAJAN DIRECTOR 1.00 X 0 0 0 MARSHALL SMITH DIRECTOR 1.00 X 0 0 0 BRIAN LASSITER PRESIDENT 40.00 X 138579 0 0 138579 0 0 1 0 0 0 0 238010 10645 248655 PROGRAM SERVICE REVENU 171296 171296 171296 419951 171296 0 0 X 138580 106706 29102 2772 27559 21221 5787 551 12804 9859 2689 256 72609 67106 5503 1230 947 258 25 1696 1306 356 34 7490 5767 1573 150 50 38 11 1 2935 2260 616 59 PROGRAM EXPENSE 144914 144914 DUES & SUBSCRIPTIONS 1761 1356 370 35 PRINTING 1584 1219 333 32 POSTAGE 548 422 115 11 413760 363121 46713 3926 65860 70693 56243 59975 2514 124617 130668 3425 3685 400 3825 3685 X 120792 126983 120792 126983 124617 130668 6191 0 X 1 X 0 1 0 X 200793 257813 230175 283801 248655 1221237 200793 257813 230175 283801 248655 1221237 1221237 1660 2276 3936 1225173 779404 0.99680 0.99680 X 0 PART X LINE 2 THE ORGANIZATION HAS ADOPTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ASC 740-10. THE ORGANIZATION'S POLICY IS TO EVALUATE UNCERTAIN TAX POSITIONS, AT LEAST ANNUALLY, FOR THE POTENTIAL FOR INCOME TAX EXPOSURE FROM UNRELATED BUSINESS INCOME OR FROM LOSS OF NONPROFIT STATUS. THE ORGANIZATION CONTINUES TO OPERATE CONSISTENT WITH ITS ORIGINAL EXEMPTION APPLICATION AND EACH YEAR TAKES TEH NECESSARY ACTIONS TO MAINTAIN IT'S EXEMPT STATUS. FORM 990, PART VI, SECTION A, LINE 4 CHANGE OF ADDRESS AND CLEANED UP SOME LANGUAGE TO MEET STANDARD OPERATING PROCECURES. HAPPY TO PROVIDE A COPY AS NEEDED. FORM 990, PART VI, SECTION A, LINE 6 INDIVIDUALS AND ORGANIZATIONS THAT SUPPORT OUR MISSION. THESE ARE NON-VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - WILL BE REVIEWED BY FINANCE COMMITTEE AND REVIEWED/ACCEPTED BY FULL BOARD FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE OF POTENTIAL CONFLICTS AND DISCUSSION/RESOLUTION BY BOARD AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR PRESIDENT WAS SET AFTER A MARKET STUDY OF COMPARABLE POSITIONS IN SIMILAR AGENCIES ACROSS THE US. COMPENSATION WAS SET AT APPROXIMATELY THE MIDPOINT OF OTHER MARKET RATES. ANNUAL REVIEW OF PERFORMANCE AGAINST GOALS DETERMINES VARIABLE BONUS COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 67,106. MANAGEMENT AND GENERAL EXPENSES 5,503. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,609.