MINNESOTA GIFT PLANNING ASSOCIATION (EIN 411735988) - 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

1991

Legal Domicile

Phone

6512907474

Tax Period

2020-01-01 to 2020-12-31

MINNESOTA GIFT PLANNING ASSOCIATION, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $110K in total revenue in fiscal year 2020. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $154K exceeded revenue, resulting in a 41% operating deficit.

Mission

TO EDUCATE AND TRAIN PLANNED GIVING SPECIALISTS, FUNDRAISING AND DONOR ADVISORS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $39,530

Program Service Revenue $66,410

Investment Income $1,041

Other Revenue $2,650

TOTAL REVENUE $109,631

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,458

Other Expenses $154,147

TOTAL EXPENSES $154,147

Year-over-Year Comparison

	2020	2019	Change
Revenue	$109,631	$215,076	-0.5%
Expenses	$154,147	$184,592	-0.2%
Net Income	$-44,516	$30,484	-2.5%

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

N/A

Volunteers

115

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
Dana Holt	Chair	2.00	Officer Director	$0	$0	$0
Juliana Sellers	Chair Elect	2.00	Officer Director	$0	$0	$0
Kristin Daniels	Treasurer	2.00	Officer Director	$0	$0	$0
Joe Thiegs	Secretary	2.00	Officer Director	$0	$0	$0
Cindy Aegerter	Board Member	2.00	Director	$0	$0	$0
Julianne Amendola	Board Member	2.00	Director	$0	$0	$0
Dena DeGroat	Board Member	2.00	Director	$0	$0	$0
Karla Healey	Board Member	2.00	Director	$0	$0	$0
Rachel Hughes	Board Member	2.00	Director	$0	$0	$0
Jay Kautt	Board Member	2.00	Director	$0	$0	$0
Linne Lemke	Board Member	2.00	Director	$0	$0	$0
Sheryl Morrison	Board Member	2.00	Director	$0	$0	$0
Kelly Rowan	Board Member	2.00	Director	$0	$0	$0
Bethel M Ruest	Board Member	2.00	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
2020	$109,631	$154,147	$144,296	$-44,516
2018	$214,713	$164,293	$172,452	$50,420

MINNESOTA GIFT PLANNING ASSOCIATION