Nonprofit · EIN 41-1622625
MINNESOTA TRIO ASSOCIATION
Also known as PERSONNEL
Tax-exempt · MINNEAPOLIS, MN 55437
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-EZ | $75,736 | $99,370 | -$23,634 | $137,571 | $0 | $137,571 |
| September 30, 2024 | 990-EZ | $47,465 | $91,281 | -$43,816 | $161,558 | $0 | $161,558 |
| September 30, 2023 | 990-EZ | $41,851 | $72,757 | -$30,906 | $181,864 | – | $181,864 |
Financial details: 990-EZ for the year ended September 30, 2025
Revenue
- Membership dues
- $6,856
- Program service revenue
- $65,964
- Investment income
- $6,106
- Net gain from sales of assets
- -$8,100
- Other revenue
- $4,910
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $99,370
- Program services (functional)
- $94,498
Balance sheet and other
- Total assets, start of year
- $161,558
- Total assets, end of year
- $137,571
- Total liabilities, end of year
- $0
- Net assets, end of year
- $137,571
- Cash, savings and investments
- $137,571
- Gross receipts
- $157,836
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAITLIN SIEFKES | PRESIDENT | 5 | $0 |
| KENNY WHITE | VICE PRESIDENT/PRESIDENT ELECT | 3 | $0 |
| ASHELY BEEMAN | PAST PRESIDENT | 3 | $0 |
| CRUZ RODRIGUEZ | SECRETARY | 3 | $0 |
| JUNIOR AVALOS | TREASURER | 5 | $0 |
| SYDNEY HACKETT | DIRECTOR | 3 | $0 |
| PETE WONG | DIRECTOR | 3 | $0 |
| DENISE YU | DIRECTOR | 3 | $0 |
990-EZ for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA LACORE | DIRECTOR | 3 | $0 |
| JUAN TELLES | DIRECTOR | 3 | $0 |
| KENNY WHITE | DIRECTOR | 3 | $0 |
| ASHELY BEEMAN | PRESIDENT | 5 | $0 |
| CAITLIN SIEFKES | VICE PRESIDENT/PRESIDENT ELECT | 3 | $0 |
| KIM HILDAHL | PAST PRESIDENT | 3 | $0 |
| CRUZ RODRIGUEZ | SECRETARY | 3 | $0 |
990-EZ for the year ended September 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM HILDAHL | PRESIDENT | 5 | $0 |
| RODOLFO LEE | TREASURER | 5 | $0 |
| ASHLEY BEEMAN | PRESIDENT EL | 3 | $0 |
| CRUZ RODRIGUEZ | SECRETARY | 3 | $0 |
| AYE BRA THA | MEMBER | 3 | $0 |
| KALI HICKMAN | MEMBER | 3 | $0 |
| DANIELLE SCHNETTLER | MEMBER | 3 | $0 |
| ANNETTE HORVAT | PAST PRESIDE | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 5123 W 98TH STREET SUITE 2091, MINNEAPOLIS, MN 55437-2040
- In care of
- % JENNIFER BROOKINS-KING
- Signed the 990-EZ
- PAYONG XIONG, TREASURER
- Phone
- (612) 221-2895
- Website
- WWW.MNTRIO.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
MINNESOTA TRIO SUPPORTS TRIO PROGRAMS AND PROFESSIONALS ACROSS MINNESOTA BY FOSTERING COLLABORATION, PROFESSIONAL DEVELOPMENT, AND ADVOCACY THAT ADVANCE EDUCATIONAL ACCESS AND STUDENT SUCCESS.
Program accomplishments
- THE ASSOCIATION REPRESENTS APPROXIMATELY 75 PROGRAMS WHICH SERVE MORE THAN 16,000 LOW INCOME POTENTIAL FIRST GENERATION COLLEGE STUDENTS.Expenses $94,498
- TEN SCHOLARSHIPS ARE AWARDED TO STUDENTS IN THE PROGRAM. EACH SCHOLARSHIP IS $2,000. THE SCHOLARSHIPS ARE AWARDED BASED ON THE STUDENT'S APPLICATION
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-EZ on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-EZ on file |
IRS record
- EIN
- 41-1622625
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $137,571
- Income (IRS master file)
- $157,836
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | September 2025 | $75,736 | $99,370 | $137,571 | XML |
| 990-EZ | September 2024 | $47,465 | $91,281 | $161,558 | XML |
| 990-EZ | September 2023 | $41,851 | $72,757 | $181,864 | XML |
| 990-EZ | September 2022 | – | – | – | IRS |
| 990-EZ | September 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1622625).
Questions about MINNESOTA TRIO ASSOCIATION
- What is the EIN of MINNESOTA TRIO ASSOCIATION?
- The employer identification number (EIN) of MINNESOTA TRIO ASSOCIATION is 41-1622625.
- Is MINNESOTA TRIO ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to MINNESOTA TRIO ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MINNESOTA TRIO ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MINNESOTA TRIO ASSOCIATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MINNESOTA TRIO ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended September 2025.
- Who are the officers and directors of MINNESOTA TRIO ASSOCIATION?
- The 990-EZ for the year ended September 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does MINNESOTA TRIO ASSOCIATION have?
- On its 990-EZ for the year ended September 30, 2025 it reported revenue of $75,736, expenses of $99,370 and total assets of $137,571 at year end.
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