A C E OF SOUTHWEST MINNESOTA (EIN 411242095) - 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

1983

Legal Domicile

Phone

5073604205

Tax Period

2024-01-01 to 2024-12-31

A C E OF SOUTHWEST MINNESOTA, founded in 1983, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $579K in total revenue in fiscal year 2024.

Mission

Creating strong, involved communities focusing on volunteerism and active living programs for adults 55 & above, and care partners of all ages.

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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 $564,533

Program Service Revenue $0

Investment Income $14,897

Other Revenue $0

TOTAL REVENUE $579,430

Expense Breakdown

Grants Paid $0

Salaries & Benefits $460,285

Fundraising Expenses $1,001

Program Expenses $467,810

Other Expenses $164,817

TOTAL EXPENSES $625,102

Year-over-Year Comparison

	2024	2023	Change
Revenue	$579,430	$559,764	+0.0%
Expenses	$625,102	$534,659	+0.2%
Net Income	$-45,672	$25,105	-2.8%

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

3046

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	Role	Reportable Comp	Other Comp	Total
Dean Nielsen	Joint Powers Board Member and Board Chair	Officer Director	$0	$0	$0
Dan Wildermuth	Joint Powers Board Member and Board Vice Chair	Officer Director	$0	$0	$0
Dave Forkrud	Joint Powers Board Member and Treasurer	Officer Director	$0	$0	$0
Donna Gravley	Joint Powers Board Member	Director	$0	$0	$0
Todd Draper	Joint Powers Board Member	Director	$0	$0	$0
Jackie Meier	Joint Powers Board Member	Director	$0	$0	$0
Robert Demuth Jr	Joint Powers Board Member	Director	$0	$0	$0
Sherri Thompson	Joint Powers Board Member	Director	$0	$0	$0
Connie Frahm	Joint Advisory Council Representative	Director	$0	$0	$0
Larry Anderson	Alternate Joint Powers Board Member - Cottonwood Co.	Director	$0	$0	$0
Dave Thiner	Alternate Joint Powers Board Member - Murray County	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
2025	No data	No data	No data	No data
2024	$579,430	$625,102	$399,313	$-45,672
2023	$559,764	$534,659	$443,660	$25,105
2022	$462,802	$488,339	$411,339	$-25,537
2021	$427,858	$430,430	$435,944	$-2,572
2020	$503,981	$437,133	$412,160	$66,848

A C E OF SOUTHWEST MINNESOTA