MELVIN S COHEN TRUST FOR THE MINNEAPOLIS (EIN 391369230) - 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

1980

Legal Domicile

Principal Officer

US BANK N A TRUSTEE

Phone

6514668706

Tax Period

2023-12-01 to 2024-11-30

MELVIN S COHEN TRUST FOR THE MINNEAPOLIS, founded in 1980, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $2.9M exceeded revenue, resulting in a 56% operating deficit.

Mission

MINNEAPOLIS JEWISH FEDERATION FOR CHARITABLE EDUCATIONAL AND RELIGIOUS PURPOSES AS DESIGNATED BY TRUSTEES OF THE TRUST

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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 $0

Program Service Revenue $0

Investment Income $1,844,177

Other Revenue $2,898

TOTAL REVENUE $1,847,075

Expense Breakdown

Grants Paid $2,524,735

Salaries & Benefits $236,763

Fundraising Expenses $0

Program Expenses $2,548,411

Other Expenses $124,409

TOTAL EXPENSES $2,885,907

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,847,075	$2,254,076	-0.2%
Expenses	$2,885,907	$3,065,577	-0.1%
Net Income	$-1,038,832	$-811,501	+0.3%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY ALPINE	TRUSTEE	N/A	Director	$0	$0	$0
DAVID B ORBUCH	TRUSTEE	N/A	Director	$0	$0	$0
US BANK N A	TRUSTEE	N/A		$236,763	$0	$236,763

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	$1,847,075	$2,885,907	$59,517,973	$-1,038,832
2024	No data	No data	No data	No data
2023	$2,254,076	$3,065,577	$60,528,905	$-811,501
2022	$1,889,353	$3,022,281	$61,349,967	$-1,132,928
2021	$2,806,984	$2,991,354	$62,455,718	$-184,370
2020	$2,654,033	$2,925,651	$61,939,064	$-271,618

MELVIN S COHEN TRUST FOR THE MINNEAPOLIS