2025-07-01T16:39:36-04:00 2024-12-31 453221947 Serenity Tax & Bookkeeping Svcs LLC 215 N Central Ave Suite 9 DULUTH MN 55807 990 2024-01-01 363386158 NORTHSPAN GROUP INC % ELISSA HANSEN NORT 2184817737 202 W SUPERIOR ST STE 600 DULUTH MN 55802 ELISSA HANSEN PRESIDENT-CEO 2184817737 2025-06-26 true true DENI LORENZI P00097445 2184641510 2025-07-01 2024 2025-03-06 01:10:19Z ELISSA HANSEN 202 W SUPERIOR ST STE 600 DULUTH MN 55802 1847657 false X WWW.NORTHSPAN.ORG X 1985 MN SEE STATEMENT ON SCHEDULE O 14 14 13 0 0 0 1295078 1833197 6444 0 83365 14460 1384887 1847657 0 0 798899 936474 0 0 658576 854150 1457475 1790624 -72588 57033 491138 382162 421876 255867 69262 126295 X SEE STATEMENT ON SCHEDULE O false false 634187 1394912 PROGRAM AND CONNECTIONS (FORMERLY COMMUNITY) - NAICS CODE 541610 SEE STATEMENT ON SCHEDULE O 38417 239588 CAPACITY (FORMERLY ORGANIZATIONAL) - NAICS CODE 541610 NORTHSPAN IMPROVES THE HEALTH AND VITALITY OF BOARDS, COUNCILS, COMMITTEES, GROUPS, AND COLLABORATIONS THROUGH ORGANIZATIONAL DEVELOPMENT AND BUILDS CAPACITY, IMPROVES DECISION-MAKING, AND ENHANCES EFFECTIVENESS. WE COORDINATE AND FACILTATE STRATEGIC PLANNING PROCESSES AND PROVIDE TECHNICAL ASSISTANCE FOR CHANGE, GROWTH MANAGEMENT, AND DEVELOPMENT. THESE SERVICES CAN RANGE FROM GENERAL MEETING MANAGEMENT AND PLANNING SERVICES TO THE FACILITATION OF MULTI-YEAR ECONOMIC ADJUSTMENT, CRISIS RESPONSE, AND READINESS PLANNING INITIATIVES. WE ALSO CONDUCT PROJECT-SPECIFIC FEASIBILITY STUDIES AND ECONOMIC IMPACT ANALYSES THAT HELP ORGANIZATIONS PLAN FOR GROWTH AND CHANGE. 32688 198698 CAPITAL (FORMERLY BUSINESS) - NAICS CODE 523930 NORTHSPANS BUSINESS DEVELOPMENT SERVICES NEST WITHIN A NETWORK OF PUBLIC AND PRIVATE PARTNERS TO PROVIDE CRITICAL GAP SERVICES, AND WE WORK WITH COMPANIES OF ALL SIZES TO GROW THE ECONOMY IN THE COMMUNITIES WE SERVE. WE STRUCTURE AND FACILITATE FINANCING FOR PROJECTS AND PROVIDE EXPERTISE IN PACKAGING LOAN AND GRANT APPLICATIONS. WE PARTNER WITH COMMUNITIES AND FINANCIAL INSTITUTIONS TO PROVIDE LOAN PROGRAM SUPPORT SERVICES, AND WE ALSO PARTNER WITH COMMUNITY BANKS TO PROVIDE SMALL BUSINESS ADMINISTRATION (SBA)7A LOAN GUARANTY PROGRAM SERVICES. NORTHSPAN ALSO PROVIDES ACCREDITED BUSINESS VALUATION AND SUCCESSION PLANNING SERVICES TO ASSIST BUSINESSES THROUGH ALL STAGES OF GROWTH AND TRANSITION. 705292 false false false false false false false false false true false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 8 0 true 13 true false false false false false false false false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true false true true false false MN X ELISSA HANSEN 2184817737 202 W SUPERIOR ST - SUITE 700 DULUTH MN 55802 ELISSA HANSEN PRESIDENTCEO 40.00 0.00 X X 126225 0 0 CHRIS LAFLEUR BOARD MEMBER 1.00 0.00 X 0 0 0 ZANE BAIL BOARD MEMBER 1.00 0.00 X 0 0 0 TOM WERNER BOARD MEMBER 1.00 0.00 X 0 0 0 BRIAN BOSLEY BOARD MEMBER 1.00 0.00 X 0 0 0 ZACK FILIPOVICH FINANCE MANAGER 1.00 0.00 X 0 0 0 REBEKKAH ANDERSON BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID COPP BOARD MEMBER 1.00 0.00 X 0 0 0 CLAIRE PETERLIN BOARD MEMBER 1.00 0.00 X 0 0 0 JAMIE ADAMS CHAIR 1.00 0.00 X 0 0 0 MARK JEFFERS VICE CHAIR 1.00 0.00 X 0 0 0 TAMARA LOWNEY SECRETARY 1.00 0.00 X 0 0 0 MEG THORESON TREASURER 1.00 0.00 X 0 0 0 KIERA WILSON PAST BOARD CHAIR 1.00 0.00 X 0 0 0 126225 0 0 1 false false false CONTRACT INCOME 541610 764324 764324 DAWN PROGRAM INCOME 541610 1068873 1068873 1833197 MISC INCOME 541610 14460 14460 14460 1847657 1847657 0 0 X 126225 126225 612380 110791 501589 140871 140871 56998 8746 48252 15491 15491 356950 356950 51712 27174 24538 5086 5086 94454 94454 67485 51409 16076 88529 75441 13088 616 616 5267 5267 9059 9059 CELLPHONE EXPENSE 7012 120 6892 DUES AND MEMBERSHIPS 17971 700 17271 POSTAGE AND SHIPPING 221 221 SOFTWARE DATA 73175 53162 20013 61122 20799 40323 1790624 705292 1085332 0 35171 -6783 408211 351865 40003 22262 27580 12762 7755 14818 -2 491138 382162 182023 41562 25000 53609 214853 160696 421876 255867 X 69262 126295 69262 126295 491138 382162 57033 0 X false false false 27580 12762 14818 14818 AMERICAN EXPRESS CREDIT CARD 16776 ACCRUED INTEREST - EIDL LOAN 1486 SEP CONTRIBUTION 2678 ACCRUED VACATION 48669 PAYROLL LIABILITIES 90 DEFERRED REVENUE 86003 FISCAL AGENCY DEPOSITS 15108 HEALTH INSURANCE -10473 SALES TAX PAYABLE 358 ROUNDING 1 160696 Form 990 governing body review Part VI line 11 FORM 990 INFORMATION IS REVIEWED BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE IN DETAIL. FORM 990 IS AVAILABLE FOR REVIEW AND SUBSEQUENT DISCUSSION WITH ALL BOARD MEMBERS. Conflict of interest policy compliance Part VI line 12c NORTHSPAN GROUP REQUIRES DIRECTORS AND KEY PERSONNEL TO DISCLOSE ANY CONFLICTS OF INTEREST TO THE BOARD BEFORE ANY RESOLUTION IS VOTED ON BY THE BOARD OF DIRECTORS CONSISTENT WITH THE POLICY REQUIREMENTS. CEO executive director top management comp Part VI line 15a COMPENSATION FOR PRESIDENT/CEO IS DETERMINED BY THE COMMITTEE OF OFFICERS OF THE CORPORATION AS AUTHORIZED BY THE BOARD OF DIRECTORS. Governing documents etc available to public Part VI line 19 NORTHSPAN GROUP MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. List of other fees for services expenses Part IX line 11g CONSULTANTS AND CONTRACTUALFAMILY FREEDOM CENTER - $30,000FAMILY RISE TOGETHER - $60,000HOTHOUSE DESIN & POST - $1,352ILT STUDIOS LLC - $222,000IMPLAN - $17,100NORTHPOINTE STRATEGY GROUP - $795OWEESTA - $759SECRETARIAT COMMUNICATIONS - $12,287STREAM CREATIVE CONSULTING LLC - $3,004THE PROMISE IS YOU - $3,00018 VENDORS UNDER $600 - $6,653TOTAL $356,950 Part III response or note to any other line in Part III PART III LINE 1 - BRIEFLY DESCRIBE THE ORGANIZATIONS MISSION:OUR VISION IS TO ENGAGE AND ELEVATE THOSE WE SERVE. OUR MISSION IS TO BE EXPERT NAVIGATORS, TRANSFORMING IDEAS INTO ACCOMPLISHMENTS. NORTHSPAN IS A CRITICAL RESOURCE FOR BUSINESSES, ORGANIZATIONS, AND COMMUNITIES THAT NEED SOLID AND DEPENDABLE RESEARCH SERVICES, PROFESSIONAL TECHNICAL SUPPORT, AND FINANCIAL ASSISTANCE TO ADVANCE THEIR PROJECTS. PART III LINE 4A - STATEMENT OF PROGRAM ACCOMPLISHMENTSCOMMUNITY - NAICS CODE 541610NORTHSPAN IS A RECOGNIZED LEADER IN COMMUNITY DEVELOPMENT, AND WORKS TO IDENTIFY, DEVELOP, AND FUND PROJECTS THAT STRENGTHEN COMMUNITY TAX BASES, ATTRACT AND RETAIN BUSINESSES, AND ENHANCE THE QUALITY OF LIFE FOR THOSE WHO LIVE AND WORK THERE. WE BUILD LONG-TERM RELATIONSHIPS TO PROVIDE STRATEGIC SUPPORT AND GAP CAPACITY FOR COMMUNITIES AND REGIONAL PARTNERSHIPS. WE WORK WITH COMMUNITIES TO COORDINATE AND FACILITATE CRITICAL CONVERSATIONS AND USE THESE AS A FOUNDATION TO DEVISE STRATEGIES FOR DIVERSIFICATION, CHANGE, AND SUSTAINABLE GROWTH. OUR SERVICE TO COMMUNITIES ALWAYS STRIVES TO ASK THE KEY QUESTIONS THAT ESCAPE BUSINESS-AS-USUAL THINKING AND CHART NEW PATHS FORWARD. NORTHSPAN CRITICALLY EXAMINES, RESEARCHES, AND ANALYZES OPPORTUNITIES AND CHALLENGES AND CONCLUDES IT EFFORTS WITH POLICY RECOMMENDATIONS AND PROCESSES TO SEE RECOMMENDED CHANGES THROUGH TO FRUITION. NORTHSPAN POWERS THREE PROGRAMS THAT WORK TO FOSTER ECONOMIC DEVELOPMENT AND THE GROWTH OF THE HUMAN CAPITAL IN THEIR RESPECTIVE AREAS. NORTHSPAN PROGRAMS ARE BUILT IN PARTNERSHIP, CULTIVATE CONNECTIONS BETWEEN COMMUNITIES AND BUSINESSES, AND AIM TOWARD HOLISTIC ECONOMIC DEVELOPMENT STRATEGIES. THE PROGRAMS INCLUDE NORTHLAND CONNECTION, NORTHFORCE, AND WELCOMING COMMUNITY. DAWN (DRIVING ACCESS TO WEALTH AND NETWORKS) IS THE NEWEST PROJECT OF NORTHSPAN, FOCUSED ON FOSTERING ECONOMIC DEVELOPMENT AND COMMUNITY COHESION. STARTED IN 2023, DAWN CAPTURES THE MOST PRESSING NEEDS FOR BUSINESSES AND ENTREPRENEURS IN NORTHEAST MINNESOTA, NORTHWEST WISCONSIN, AND WITH SPECIFIC TRIBAL COMMUNITIES BY PROVIDING ECOSYSTEM NAVIGATION TO FORM CONNECTIONS, BUILD CAPACITY, AND ACCESS CAPITAL. ALL FORMER NORTHSPAN PROGRAMS ARE NOW INTEGRATED INTO DAWN. NORTHLAND CONNECTION IS A REGIONAL PROGRAM PROVIDING ECONOMIC DEVELOPMENT DATA AND ANALYSIS TO RECRUIT, EXPAND, AND RETAIN BUSINESSES ACROSS NORTHEAST MINNESOTA AND NORTHWEST WISCONSIN. THIS WORK IS DONE IN COLLABORATION WITH OUR PRIVATE AND PUBLIC FUNDING PARTNERS, COMMERCIAL REAL ESTATE, EDUCATION, GOVERNMENT, AND REGIONAL AND STATEWIDE ECONOMIC DEVELOPMENT ORGANIZATIONS.NORTHFORCE IS A REGIONAL PROGRAM PROVIDING COMMUNITY-BASED TALENT RETAINMENT AND ATTRACTION BY CONNECTING CAREER-MINDED INDIVIDUALS WITH PROFESSIONAL ADVANCEMENT OPPORTUNITIES AND SUPPORTING OUR REGIONAL EMPLOYERS CURRENT AND FUTURE WORKFORCE IN NORTHEAST MINNESOTA AND NORTHWEST WISCONSIN. WELCOMING COMMUNITY PROGRAMMING GOAL IS TO DETERMINE HOW WE POSITION NORTHEAST MINNESOTA FOR SUCCESS BY PROVIDING PROGRAMMING/RESOURCES TO ELEVATE DIGITAL ACCESS, EQUITY AND INCLUSION, CREATE WELCOMING COMMUNITIES, INCREASE CULTURAL FLUENCY, AND RETAIN AND ATTRACT TALENT. WE BELIEVE THIS TAKES GENEROSITY, INCLUSIVENESS, ENGAGEMENT, AND OPPORTUNITY. SPECIFIC GOALS THAT EMERGE FROM CONVERSATIONS WITH UNDERREPRESENTED GROUPS, SURVEYS, INPUT FROM THE WC AC ARE TO: 1) BUILD COMMUNITY LEADERSHIP CAPACITY, 2) CREATE PARTNERSHIPS TO BROADEN COMMUNITY PARTICIPATION, 3) CONNECT PEOPLE AND RESOURCES AND 4) IDENTIFY GAPS TO INCREASE BROADBAND ACCESS. General explanation attachment PART I LINE I - BRIEFLY DESCRIBE THE ORGANIZATIONSS MISSION OR MOST SIGNIFICANT ACTIVITIES:NORTHSPAN PROVIDES ECONOMIC DEVELOPMENT CONSULTING TO FORM CONNECTIONS, BUILD CAPACITY AND ACCESS CAPITAL. AS CONTRACTED AND FULL-SERVICE CONSULTANTS, WE OFFER A DEEP AND DIVERSE PORTFOLIO OF SERVICES. THROUGH PROCESS MANAGEMENT, CONVERSATION FACILITATION, AND EXPERT NAVIGATION OF COMPLEX CHALLENGES, WE WORK TO TURN IDEAS INTO ACTIONS AND ACCOMPLISHMENTS. THIS SIDE OF OUR WORK IS FUNDED ENTIRELY THROUGH PRIVATE CONTRACTS WITH THOSE WHO UTILIZE OUR SERVICES, AND, UNLIKE OUR PROGRAMMING SIDE, IS NOT GEOGRAPHICALLY LIMITED.