ALLIED CHARITIES OF MINNESOTA (EIN 363512216) - 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

1987

Legal Domicile

Principal Officer

RACHEL JENNER

Phone

6512244533

Tax Period

2024-01-01 to 2024-12-31

ALLIED CHARITIES OF MINNESOTA, founded in 1987, is a small nonprofit that reported $319K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

PROVIDE SERVICES AND INFO RELATED TO CHARITABLE GIVING ACTIVITIES WITHIN THE STATE OF MN.

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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 (2024)

Revenue Breakdown

Contributions & Grants $37,805

Program Service Revenue $280,407

Investment Income $282

Other Revenue $565

TOTAL REVENUE $319,059

Expense Breakdown

Grants Paid $500

Salaries & Benefits $73,273

Fundraising Expenses $0

Other Expenses $272,489

TOTAL EXPENSES $346,262

Year-over-Year Comparison

	2024	2023	Change
Revenue	$319,059	$351,043	-0.1%
Expenses	$346,262	$307,972	+0.1%
Net Income	$-27,203	$43,071	-1.6%

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

$65,617

Total Directors

$5,617

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICH JARANSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
AMANDA JACKSON	VICE PRESIDENT	10.00	Officer Director	$5,617	$0	$5,617
MARISA PECK	TREASURER	2.00	Officer Director	$0	$0	$0
HOWARD AYEN	DIRECTOR	2.00	Director	$0	$0	$0
AMY BERTHIAUME	DIRECTOR	2.00	Director	$0	$0	$0
STEVEN BIONDICH	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTY HOLLOWAY	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN KIMES	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK KRUGER	DIRECTOR	2.00	Director	$0	$0	$0
SANDY SCHUMANN	DIRECTOR	2.00	Director	$0	$0	$0
MARV WASSENAAR	DIRECTOR	2.00	Director	$0	$0	$0
NANCY HUBER	DIRECTOR	2.00	Director	$0	$0	$0
GLEN JENKINS	DIRECTOR	2.00	Director	$0	$0	$0
WENDY DAHLEN	DIRECTOR	2.00	Director	$0	$0	$0
ANNE MACK	DIRECTOR	2.00	Director	$0	$0	$0
LYNN LONGNECKER	DIRECTOR	2.00	Director	$0	$0	$0
RACHEL JENNER	EXECUTIVE DIRECTOR	30.00	Officer	$60,000	$0	$60,000

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	$319,059	$346,262	$212,023	$-27,203
2023	$351,043	$307,972	$233,908	$43,071
2022	$291,987	$228,473	$181,427	$63,514
2021	$262,899	$193,873	$180,558	$69,026
2020	$113,204	$156,617	$105,639	$-43,413
2019	$258,706	$278,593	$159,824	$-19,887
2018	$237,089	$266,803	$186,842	$-29,714

ALLIED CHARITIES OF MINNESOTA