Ronald McDonald House Charities - Upper Midwest (EIN 411313107) - 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

1977

Legal Domicile

Principal Officer

Jill Evenocheck

Phone

6123315752

Tax Period

2024-01-01 to 2024-12-31

Ronald McDonald House Charities - Upper Midwest, founded in 1977, is a community nonprofit in the Diseases & Disorders sector that reported $8.1M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.1M, a strong 26% operating margin.

Mission

Provide a supportive, caring community for families with seriously ill children.

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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 $6,810,799

Program Service Revenue $472,512

Investment Income $928,784

Other Revenue $-143,812

TOTAL REVENUE $8,068,283

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,584,365

Fundraising Expenses $467,529

Program Expenses $4,982,718

Other Expenses $2,361,759

TOTAL EXPENSES $5,946,124

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,068,283	$7,079,848	+0.1%
Expenses	$5,946,124	$6,922,964	-0.1%
Net Income	$2,122,159	$156,884	+12.5%

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

8230

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

$720,406

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Deirdre Hodgson	Board Chair/Past Treasurer	0.30	Officer Director	$0	$0	$0
Melanie Keegan	Treasurer	0.30	Officer Director	$0	$0	$0
Melissa Kennedy	Secretary	0.30	Officer Director	$0	$0	$0
Mike Burbach	Past Chair	0.30	Officer Director	$0	$0	$0
Kari Berman	Board Member	0.10	Director	$0	$0	$0
Kaitlin Betlach	Board Member	0.10	Director	$0	$0	$0
Laurin Cathey	Board Member	0.10	Director	$0	$0	$0
Glen Cook	Board Member	0.10	Director	$0	$0	$0
Laura Daly	Board Member	0.10	Director	$0	$0	$0
Lisa David	Board Member	0.10	Director	$0	$0	$0
Heather Fleck	Board Member	0.10	Director	$0	$0	$0
Beth Heinz	Board Member	0.10	Director	$0	$0	$0
Brian Henke	Board Member	0.10	Director	$0	$0	$0
Jay Hibbard	Board Member	0.10	Director	$0	$0	$0
Cory Hoeppner	Board Member	0.10	Director	$0	$0	$0
Chad Jackson	Board Member	0.10	Director	$0	$0	$0
Bradley D Kittleson	Board Member	0.10	Director	$0	$0	$0
Tonya Loken	Board Member	0.10	Director	$0	$0	$0
Cabell Lolmaugh	Board Member	0.10	Director	$0	$0	$0
Richard McLoone	Board Member	0.10	Director	$0	$0	$0
Blanca Milne-Cossio	Board Member	0.10	Director	$0	$0	$0
Paula M Montgomery	Board Member	0.10	Director	$0	$0	$0
Steve Pilla	Board Member	0.10	Director	$0	$0	$0
Jill Resler	Board Member	0.10	Director	$0	$0	$0
John R Ryan III	Board Member	0.10	Director	$0	$0	$0
Sam Steffen	Board Member	0.10	Director	$0	$0	$0
Julie St Marie	Board Member	0.10	Director	$0	$0	$0
Jennifer Swanson	Board Member	0.10	Director	$0	$0	$0
Brandon Thompson	Board Member	0.10	Director	$0	$0	$0
Jill Evenocheck	President & CEO	40.00	Officer	$288,478	$32,197	$320,675
Amy Ament	COO	40.00	Officer	$146,701	$13,611	$160,312
Kevin Lyne	CFO (until Dec)	40.00	Officer	$137,245	$48,910	$186,155
Kristin Narverud	CFO (as of Aug)	40.00	Officer	$51,233	$2,031	$53,264

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	$8,068,283	$5,946,124	$31,340,631	$2,122,159
2023	$7,079,848	$6,922,964	$28,000,523	$156,884
2022	$6,860,289	$6,503,920	$25,590,589	$356,369
2021	$7,176,749	$4,620,886	$28,376,460	$2,555,863
2020	$6,710,103	$4,991,173	$24,861,857	$1,718,930
2019	$5,996,150	$5,028,388	$22,051,996	$967,762
2018	$7,074,481	$5,468,904	$19,620,594	$1,605,577

Ronald McDonald House Charities - Upper Midwest