Southwestern MN Opportunity Council

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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

1965

Legal Domicile

Principal Officer

Darci Goedtke

Phone

5073764195

Tax Period

2023-01-01 to 2023-12-31

Southwestern MN Opportunity Council, founded in 1965, is a community nonprofit in the Community Improvement sector that reported $6.8M in total revenue in fiscal year 2023.

Mission

To strengthen our communities through opportunities and service, to help build community resources and help move people out of poverty.

Program Service Accomplishments

Program 1

Expenses: $2,432,563

Head Start: Provides services to low-income families with children aged 0-5 in a holistic setting to assure that they are, or will be, ready to enter kindergarten either developmentally at or ahead of their peers. Services focus on health (both physical and mental), cognitive development, socialization, addressing any special needs, and assuring that parents are actively involved in their child's development as well as the delivery of the program to the greatest extent feasible.

Program 2

Expenses: $917,644 Revenue: $1,047,139

Family Planning: Provides confidential and affordable medical care and treatment to everyone regardless of their ability to pay. The main goal is to provide clients with information and a means to...

Family Planning: Provides confidential and affordable medical care and treatment to everyone regardless of their ability to pay. The main goal is to provide clients with information and a means to exercise personal choice in reproductive healthcare, with a focus on preventative care. Services are provided via outreach and in a clinic setting. Appointments are preferred but walk-ins are welcome.

Program 3

Expenses: $806,508

Parent Aware/Early Learning Scholarships: Helps to improve, support, and strengthen child care services and early learning programs. Helps parents find quality child care and education their children need to succeed in school and life. Works side-by-side with families, offering tools and resources to help them make informed choices. Scholarships help pay for high-quality child care and early education to support a child's transition to school.

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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 $5,218,443

Program Service Revenue $1,527,939

Investment Income $63,788

Other Revenue $0

TOTAL REVENUE $6,810,170

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,558,005

Fundraising Expenses $0

Program Expenses $6,164,319

Other Expenses $3,148,651

TOTAL EXPENSES $6,706,656

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,810,170	$6,611,976	+0.0%
Expenses	$6,706,656	$6,635,890	+0.0%
Net Income	$103,514	$-23,914	-5.3%

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

127

Volunteers

216

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

$85,403

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brenda Schultz	Chair	2.00	Officer Director	$0	$0	$0
Dan Wildermuth	Vice Chair	2.00	Officer Director	$0	$0	$0
Evan Schiller	Treasurer	2.00	Officer Director	$0	$0	$0
Louella Voigt	Secretary	2.00	Officer Director	$0	$0	$0
Bob Paplow	Director	1.00	Director	$0	$0	$0
Gene Metz	Director	1.00	Director	$0	$0	$0
Jody Reisch	Director	1.00	Director	$0	$0	$0
Dave Thiner	Director	1.00	Director	$0	$0	$0
Irineo Diaz	Director	1.00	Director	$0	$0	$0
Mary Washington Lewis	Director	1.00	Director	$0	$0	$0
Vicky Henderson	Director	1.00	Director	$0	$0	$0
Jay Vargas	Director	1.00	Director	$0	$0	$0
Kathy Stoel	Director	1.00	Director	$0	$0	$0
Cheryl Avenal-Navara	Chief Operating Officer	15.00	Officer	$8,274	$0	$8,274
Amna Arabi	Outsourced Executive Director	40.00	Officer	$77,129	$0	$77,129

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	No data	No data	No data	No data
2023	$6,810,170	$6,706,656	$5,633,766	$103,514
2022	$6,694,625	$6,635,890	$6,945,275	$58,735
2021	$5,602,564	$5,683,850	$6,681,573	$-81,286
2020	$4,970,026	$5,572,047	$6,648,641	$-602,021
2019	$6,089,147	$5,879,721	$6,833,121	$209,426
2018	$6,701,763	$5,643,872	$6,176,165	$1,057,891