HENNEPIN COUNTY BAR 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

1968

Legal Domicile

Principal Officer

CHERYL DALBY

Phone

6127526600

Tax Period

2024-07-01 to 2025-06-30

HENNEPIN COUNTY BAR FOUNDATION, founded in 1968, is a small nonprofit in the Crime & Legal sector that reported $254K in total revenue in fiscal year 2024. Expenses of $219K left a modest 14% surplus.

Mission

THE HENNEPIN COUNTY BAR FOUNDATION IS A 501(C)(3) CHARITABLE CORPORATION THAT SERVES AS THE CHARITABLE ARM OF THE HENNEPIN COUNTY BAR ASSOCIATION. THE FOUNDATION PROVIDES EQUAL ACCESS TO JUSTICE FOR THE PEOPLE OF HENNEPIN COUNTY THROUGH FINANCIAL GRANTS TO LAW-RELATED ORGANIZATIONS AND PROJECTS.

Program Service Accomplishments

Program 1

Expenses: $120,000 Revenue: $0

THE HCBF SUPPORTS PROGRAMS THAT (1) PROVIDE LEGAL SERVICES TO INDIVIDUALS OF LIMITED RESOURCES, (2) EDUCATE THE PUBLIC ABOUT THE LEGAL SYSTEM, AND (3) CONTRIBUTE TO THE IMPROVEMENT OF THE LEGAL...

THE HCBF SUPPORTS PROGRAMS THAT (1) PROVIDE LEGAL SERVICES TO INDIVIDUALS OF LIMITED RESOURCES, (2) EDUCATE THE PUBLIC ABOUT THE LEGAL SYSTEM, AND (3) CONTRIBUTE TO THE IMPROVEMENT OF THE LEGAL SYSTEM AND ADMINISTRATION OF JUSTICE. THE FOUNDATION DERIVES VIRTUALLY ALL OF ITS FUNDING FROM DIRECT CONTRIBUTIONS FROM LOCAL HENNEPIN COUNTY LAWYERS, AREA LAW FIRMS, AND OTHER ORGANIZATIONS IN THE LEGAL ARENA. CONTRIBUTIONS TO THE HCBF PROVIDE FAR-REACHING SUPPORT TO A WIDE RANGE OF LEGAL SERVICE PROGRAMS IN HENNEPIN COUNTY. GRANT RECIPIENTS SERVE DIVERSE CLIENTS AND POPULATIONS THROUGHOUT HENNEPIN COUNTY AND ENSURE THAT THOSE IN NEED RECEIVE LEGAL SERVICES AND ACCESS TO JUSTICE FROM AGENCIES IN THEIR COMMUNITIES. FUNDING FROM THE FOUNDATION HAS FACILITATE THE CREATION AND CONTINUED EXISTENCE OF PROGRAMS THAT ADDRESS THE LEGAL NEEDS OF INDIGENT RESIDENTS OF HENNEPIN COUNTY, INCLUDING VOLUNTEER LAWYERS NETWORK, LEGAL AID, ADVOCATES FOR HUMAN RIGHTS, THE LEGAL RIGHTS CENTER, AND CHILDREN'S LAW CENTER.

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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 $233,446

Program Service Revenue $0

Investment Income $18,424

Other Revenue $2,232

TOTAL REVENUE $254,102

Expense Breakdown

Grants Paid $120,000

Salaries & Benefits $0

Fundraising Expenses $258

Program Expenses $120,000

Other Expenses $98,690

TOTAL EXPENSES $218,690

Year-over-Year Comparison

	2024	2023	Change
Revenue	$254,102	$239,676	+0.1%
Expenses	$218,690	$306,249	-0.3%
Net Income	$35,412	$-66,573	-1.5%

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

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
DANIELLE BIRD	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE KERBAUGH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BETH LACANNE	SECRETARY	1.00	Officer Director	$0	$0	$0
ALINA STEVENSON	TREASURER	1.00	Officer Director	$0	$0	$0
NORM PENTELOVICH	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE KETTWICK	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA KLANDER	DIRECTOR	1.00	Director	$0	$0	$0
JASON LIEN	DIRECTOR	1.00	Director	$0	$0	$0
ISABEL MCCLURE	DIRECTOR	1.00	Director	$0	$0	$0
RYAN MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
M BOULETTE	DIRECTOR	1.00	Director	$0	$0	$0
JAKE SIEGEL	DIRECTOR	1.00	Director	$0	$0	$0
ROSHAN RAJKUMAR	DIRECTOR	1.00	Director	$0	$0	$0
NICK RYAN	DIRECTOR	1.00	Director	$0	$0	$0
LISA BOND	DIRECTOR	1.00	Director	$0	$0	$0
GEOFFREY KOZEN	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL DALBY	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$0	$0
PAULA SCHULZE	SENIOR DIRECTOR OF ADMINIS	1.00	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
2025	$254,102	$218,690	$375,449	$35,412
2024	$239,676	$306,249	$305,715	$-66,573
2023	$279,960	$335,370	$336,659	$-55,410
2022	$324,293	$348,034	$375,511	$-23,741
2021	$456,410	$352,704	$451,464	$103,706
2020	$353,115	$370,548	$220,321	$-17,433
2019	$370,719	$397,881	$277,827	$-27,162
2018	$278,764	$307,287	$301,233	$-28,523