MN JAYCEES CHARITABLE FOUNDATION (EIN 237346460) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

TRACEY BIEGERT

Phone

9528908000

Tax Period

2023-08-01 to 2024-07-31

MN JAYCEES CHARITABLE FOUNDATION, founded in 1973, is a small nonprofit that reported $115K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17K, a strong 15% operating margin.

Mission

SEE SCHEDULE O THE MINNESOTA JAYCEES CHARITABLE FOUNDATION, A 501(C)3 NON-PROFIT ORGANIZATION, IS DEDICATED TO POSITIVE, VISIBLE SUPPORT OF THE MINNESOTA JUNIOR CHAMBER AND ITS MEMBERSHIP THROUGH FINANCIAL COMMITMENT FOR LEADERSHIP DEVELOPMENT, PROGRAMMING OPPORTUNITITIES, AND COMMUNITY INVOLVMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $48,727

Program Service Revenue $0

Investment Income $1,995

Other Revenue $64,706

TOTAL REVENUE $115,428

Expense Breakdown

Grants Paid $48,000

Salaries & Benefits $37,335

Fundraising Expenses $0

Program Expenses $94,293

Other Expenses $12,692

TOTAL EXPENSES $98,027

Year-over-Year Comparison

	2023	2022	Change
Revenue	$115,428	$86,026	+0.3%
Expenses	$98,027	$120,334	-0.2%
Net Income	$17,401	$-34,308	-1.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$47,185

Total Directors

$17,713

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMIE KLOUSE	EXECUTIVE DI	20.00	Officer	$33,990	$0	$33,990
TRACEY BIEGERT	FOUNDATION C	2.00	Officer Director	$0	$0	$0
PJ ZIMMERMAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
HEATHER LEONARD	TREASURER	4.00	Officer Director	$0	$0	$0
TOM JOYAL	GAMING MANAG	10.00	Officer Director	$13,195	$0	$13,195
ANGIE NELSON	TRUSTEE	2.00	Director	$0	$0	$0
ANN PIOTROWSKI	TRUSTEE	2.00	Director	$0	$0	$0
ANNIE REGAN	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN KLOUSE	TRUSTEE	2.00	Director	$0	$0	$0
CARRIE MORITZ	TRUSTEE	2.00	Director	$0	$0	$0
JULI DURI	TRUSTEE	2.00	Director	$0	$0	$0
JOSH REGAN	TRUSTEE	2.00	Director	$4,518	$0	$4,518
JUANITA BEAUCHAMP	TRUSTEE	2.00	Director	$0	$0	$0
KRISTEN LLOYD	TRUSTEE	2.00	Director	$0	$0	$0
PETE COLARICH	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT BRYANT	TRUSTEE	2.00	Director	$0	$0	$0
BOBBIE DULLINGER	TRUSTEE	2.00	Director	$0	$0	$0
BILL BECK	TRUSTEE	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$115,428	$98,027	$603,356	$17,401
2023	$86,026	$120,334	$542,044	$-34,308
2022	$45,054	$87,758	$568,460	$-42,704
2021	$197,282	$62,319	$612,537	$134,963
2019	$96,708	$92,985	$501,736	$3,723
2018	$123,696	$108,277	$494,139	$15,419

MN JAYCEES CHARITABLE FOUNDATION