EPILEPSY FOUNDATION OF MINNESOTA INC (EIN 410874541) - 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

1954

Legal Domicile

Principal Officer

JENNA CARTER

Phone

6512872300

Tax Period

2024-01-01 to 2024-12-31

EPILEPSY FOUNDATION OF MINNESOTA INC, founded in 1954, is a community nonprofit in the Diseases & Disorders sector that reported $2.1M in total revenue in fiscal year 2024. Expenses of $2.7M exceeded revenue, resulting in a 25% operating deficit.

Mission

EPILEPSY FOUNDATION OF MINNESOTA (EFMN) IMPROVES THE LIVES OF PEOPLE AFFECTED BY EPILEPSY THROUGH EDUCATION, ADVOCACY, AND CONNECTION. SO NO ONE FACES EPILEPSY ALONE.

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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 $3,789,269

Program Service Revenue $48,451

Investment Income $208,022

Other Revenue $-1,915,306

TOTAL REVENUE $2,130,436

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,688,716

Fundraising Expenses $476,902

Program Expenses $1,735,364

Other Expenses $971,495

TOTAL EXPENSES $2,660,211

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,130,436	$2,086,841	+0.0%
Expenses	$2,660,211	$3,028,659	-0.1%
Net Income	$-529,775	$-941,818	-0.4%

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

113

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

$769,611

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN JONES	TREASURER (PART-YEAR)	3.00	Officer Director	$0	$0	$0
ANNA MILZ	VICE PRESIDENT (PART-YEAR)	3.00	Officer Director	$0	$0	$0
ANNE BARNWELL MS CRC CPRP CBIS	MEMBER AT LARGE	1.00	Director	$0	$0	$0
AURA WHARTON-BECK EDD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
BARBARA JAUQUET-KALINOSKI	MEMBER AT LARGE	1.00	Director	$0	$0	$0
CAROLINA SANDOVAL-GARCIA MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
COLE DAVIES	MEMBER AT LARGE	1.00	Director	$0	$0	$0
ERICA HOLZER	PRESIDENT	3.00	Officer Director	$0	$0	$0
GRACE WILDER	MEMBER AT LARGE (1/1/24-11/11/24)	1.00	Director	$0	$0	$0
HANNAH BAINES	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JENNIFER HOVER	MEMBER AT LARGE (1/1/23-9/19/24)	1.00	Director	$0	$0	$0
KAREN DALY	MEMBER AT LARGE	1.00	Director	$0	$0	$0
KATIE O'SULLIVAN	VICE PRESIDENT (1/1/21-5/31/24)	3.00	Officer Director	$0	$0	$0
KINSHUK SAHAYA MD MBA	MEMBER AT LARGE	1.00	Director	$0	$0	$0
KRISTEN THOEN	MEMBER AT LARGE	1.00	Director	$0	$0	$0
KYAH ALTIERE MSW LICSW	MEMBER AT LARGE	1.00	Director	$0	$0	$0
MANKA NKIMBENG PHD MPH BSN	MEMBER AT LARGE	1.00	Director	$0	$0	$0
MEAGHAN MORIARTY	SECRETARY	3.00	Officer Director	$0	$0	$0
MICHAEL MARCOTTE	MEMBER AT LARGE	1.00	Director	$0	$0	$0
MICHELE PETERSON MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
NICOLE BEAUVAISPA-C MMS MPH CSSBB	MEMBER AT LARGE	1.00	Director	$0	$0	$0
PATRICIA PENOVICH MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
PATRICK DUSTIN	MEMBER AT LARGE	1.00	Director	$0	$0	$0
PAUL DELANEY	TREASURER (1/1/21-5/6/24)	3.00	Officer Director	$0	$0	$0
PAUL REINECK	MEMBER AT LARGE	1.00	Director	$0	$0	$0
RACHEL BOEVING	MEMBER AT LARGE	1.00	Director	$0	$0	$0
SIMA PATEL	MEMBER AT LARGE	1.00	Director	$0	$0	$0
STEPHANIE MEGAL	MEMBER AT LARGE	1.00	Director	$0	$0	$0
TRISHA ZELLER	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
ZACK FRISK	MEMBER AT LARGE	1.00	Director	$0	$0	$0
AMY HAUGEN	SR. DIRECTOR OF PROGRAMS	40.00	Officer	$109,945	$13,061	$123,006
ANGELA MARINO	ASSOC EXEC DIR, CHIEF OF S	40.00	Officer	$128,420	$12,302	$140,722
BROOKS ANDERSON	ASSOC EXEC DIR, OPS	40.00	Officer	$130,420	$11,194	$141,614
GLEN LLOYD	EXECUTIVE DIRECTOR	40.00	Officer	$59,507	$2,040	$61,547
JENNA CARTER	ASSOC EXEC DIR, MISSION &	40.00	Officer	$159,651	$5,552	$165,203
KATIE GAMADES	ASSOC EXEC DIR OF ADVANCEM	40.00	Officer	$128,420	$9,099	$137,519

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	$2,130,436	$2,660,211	$8,516,493	$-529,775
2023	$2,086,841	$3,028,659	$8,534,829	$-941,818
2022	$7,765,703	$2,968,182	$9,009,057	$4,797,521
2021	$1,869,642	$2,256,373	$4,704,963	$-386,731
2020	$1,557,152	$1,745,662	$4,543,880	$-188,510
2019	$2,526,134	$2,253,366	$4,608,798	$272,768
2018	$2,702,905	$2,408,084	$4,040,783	$294,821

EPILEPSY FOUNDATION OF MINNESOTA INC