HENNEPIN COUNTY BAR FOUNDATION (EIN 416084117) - 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

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

CHARITABLE ARM OF HCBA, PROVIDING EQUAL ACCESS TO JUSTICE FOR THE PEOPLE OF HENNEPIN COUNTY.

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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

HENNEPIN COUNTY BAR FOUNDATION