THE EDINA COMMUNITY FOUNDATION

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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

DEAN BACHMEIER

Phone

6128499001

Tax Period

2024-07-01 to 2025-06-30

THE EDINA COMMUNITY FOUNDATION, founded in 1977, is a small nonprofit that reported $709K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

Mission

THE MISSION OF THE EDINA COMMUNITY FOUNDATION IS TO BRING PEOPLE TOGETHER TO SERVE, STRENGTHEN AND SUPPORT THE EDINA COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $568,538

PROVIDE A CENTRAL SOURCE FOR RECEIVING GIFTS AND MAKING GRANTS FOR THE BENEFIT OF THE CITY OF EDINA AND OTHER LOCAL CIVIC GROUPS.

Program 2

Expenses: $63,953 Revenue: $33,553

PROVIDE PROGRAMS AND CELEBRATIONS TO ENHANCE THE EDINA COMMUNITY. PROGRAMS INCLUDED JULY 4TH PARADE, CONNECTING WITH KIDS, EDINA CHALLENGE, EDINA DIALOGUE AND, CHARITABLE PARTNER SERVICES.

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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 $635,447

Program Service Revenue $33,553

Investment Income $40,345

Other Revenue $0

TOTAL REVENUE $709,345

Expense Breakdown

Grants Paid $496,387

Salaries & Benefits $82,342

Fundraising Expenses $50,144

Program Expenses $632,491

Other Expenses $126,494

TOTAL EXPENSES $705,223

Year-over-Year Comparison

	2024	2023	Change
Revenue	$709,345	$810,870	-0.1%
Expenses	$705,223	$803,984	-0.1%
Net Income	$4,122	$6,886	-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

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

$42,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AFIRA HASAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BRADLEY JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLINE CORREIA	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID ALKIRE	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
DEAN BACHMEIER	TREASURER	1.00	Officer Director	$0	$0	$0
JASMINE BRETT STRINGER	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM HOVLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL MOOTY	PRESIDENT	1.00	Officer Director	$0	$0	$0
SANDRA BODEAU	BOARD MEMBER	1.00	Director	$0	$0	$0
ALISON BRIGGS	EXECUTIVE DIRECTOR	25.00	Officer	$42,000	$0	$42,000

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
2025	$709,345	$705,223	$1,152,250	$4,122
2024	$810,870	$803,984	$1,130,678	$6,886
2023	$773,546	$667,187	$1,119,520	$106,359
2022	$537,032	$548,055	$1,015,070	$-11,023
2021	$504,802	$457,230	$1,151,827	$47,572
2020	$610,637	$716,498	$977,686	$-105,861
2019	$944,062	$827,803	$1,086,680	$116,259