NORTHWESTERN FOUNDATION (EIN 411878924) - 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

1996

Legal Domicile

Principal Officer

RONALD R HALVERSON

Phone

6516315100

Tax Period

2023-07-01 to 2023-09-29

Mission

SECURE, RECEIVE, AND MANAGE GIFTS ON BEHALF OF THE UNIVERSITY NW - ST. PAUL AND OTHER CHARITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$205,521	-1.0%
Expenses	N/A	$6,030,449	-1.0%
Net Income	N/A	$-5,824,928	N/A

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

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
RONALD HALVORSON	CHAIR	2.00	Officer Director	$0	$0	$0
NANCY JOHNSON	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHN FORCE	DIRECTOR	2.00	Director	$0	$0	$0
DARIN GLANZER	DIRECTOR	2.00	Director	$0	$0	$0
GROVER C SAYRE III	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN ZWART	DIRECTOR	2.00	Director	$0	$0	$0
DR CORBIN HOORNBEEK	DIRECTOR	0.00	Director	$0	$0	$0
STAN ERICKSON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN SOMMERVILLE	TREASURER	2.00	Officer	$0	$0	$0
DALE ENGSKOV	PRESIDENT	2.00	Officer	$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
2023	No data	No data	No data	No data
2023	$205,521	$6,030,449	No data	$-5,824,928
2022	$1,039,494	$374,535	$6,204,157	$664,959
2021	$670,414	$341,988	$7,043,108	$328,426
2020	$509,871	$661,554	$5,784,550	$-151,683
2019	$738,734	$1,154,128	$6,198,577	$-415,394
2018	$1,525,742	$665,886	$6,933,246	$859,856

NORTHWESTERN FOUNDATION