INSTITUTE OF INTERNAL AUDITORS INC - TWIN CITIES CHAPTER

EIN: 416173532

INVER GROVE HEIGHTS, MN

Total Revenue
$144,406
Total Expenses
$156,658
Total Assets
$271,979
Net Assets
$260,677
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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
1981
Legal Domicile
MN
Principal Officer
JILL HELMS
Phone
6122101736
Tax Period
2023-06-01 to 2024-05-31

INSTITUTE OF INTERNAL AUDITORS INC - TWIN CITIES CHAPTER, founded in 1981, is a small nonprofit that reported $144K in total revenue in fiscal year 2023.

Mission

ADVANCEMENT OF INTERNAL AUDIT PROFESSION.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $144,406
Investment Income $0
Other Revenue $0
TOTAL REVENUE $144,406

Expense Breakdown

Grants Paid $5,000
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $151,658
TOTAL EXPENSES $156,658

Year-over-Year Comparison

2023 2022 Change
Revenue $144,406 $143,376 +0.0%
Expenses $156,658 $163,207 0.0%
Net Income $-12,252 $-19,831 -0.4%
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

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Governance

Voting Members
16
Independent Members
16
Employees
1
Volunteers
41

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
21
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CARAH BLYTHE BOARD OF GOVERNORS 1.00
Director
$0 $0 $0
DAVID HAYES BOARD OF GOVERNORS 1.00
Director
$0 $0 $0
TYLER GRAFFUNDER BOARD OF GOVERNORS (PAST PRESIDENT) 1.00
Director
$0 $0 $0
MATT ALBERT BOARD OF GOVERNORS 1.00
Director
$0 $0 $0
JEREMIAH CHAMP BOARD OF GOVERNORS (PAST PRESIDENT) 1.00
Director
$0 $0 $0
LEANNE ELIASON BOARD OF GOVERNORS 1.00
Director
$0 $0 $0
MICHAEL WELLS BOARD OF GOVERNORS 1.00
Director
$0 $0 $0
MALLORY THOMAS BOARD OF GOVERNORS 1.00
Director
$0 $0 $0
DEANN ARDEN-BAHN BOARD OF GOVERNORS 1.00
Director
$0 $0 $0
KOJO BAAFI BOARD OF GOVERNORS 1.00
Director
$0 $0 $0
GORDON BRAUN BOARD OF GOVERNORS 1.00
Director
$0 $0 $0
SERGIO CARRILLO BOARD OF GOVERNORS 1.00
Director
$0 $0 $0
LINDA GILLIGAN BOARD OF GOVERNORS 1.00
Director
$0 $0 $0
ROBERT GOODALL BOARD OF GOVERNORS 1.00
Director
$0 $0 $0
SARAH MCCARTTY BOARD OF GOVERNORS 1.00
Director
$0 $0 $0
ERIC OVERMAN BOARD OF GOVERNORS 1.00
Director
$0 $0 $0
KRISTYN BELL PRESIDENT 5.00
Officer
$0 $0 $0
JILL HELMS TREASURER 5.00
Officer
$0 $0 $0
GARRETT SCHMIDT ASSITANT TREASURER 5.00
Officer
$0 $0 $0
MARISTELA RODRIGUES MORORO ASSITANT TREASURER 5.00
Officer
$0 $0 $0
JOSH HULTGREN VP CAE RELATIONS 5.00
Officer
$0 $0 $0
DANIEL SANCHEZ VP CAE RELATIONS 5.00
Officer
$0 $0 $0
DAVID LUBIN VP CAE RELATIONS 5.00
Officer
$0 $0 $0
TRISTA BRAUN VP MEMBER RELATIONS 5.00
Officer
$0 $0 $0
BRENDA DREHMEL VP MEMBER RELATIONS 5.00
Officer
$0 $0 $0
PAUL RISTVEDT VP MEMBER RELATIONS 5.00
Officer
$0 $0 $0
JARRET PETERSON VP YOUNG PROFESSIONAL GROU 5.00
Officer
$0 $0 $0
JONATHAN CARACCI VP YOUNG PROFESSIONAL GROU 5.00
Officer
$0 $0 $0
TIM SCHMIDT VP COMMUNICATIONS 5.00
Officer
$0 $0 $0
TERI DULLNIG VP ACADEMIC RELATIONS 5.00
Officer
$0 $0 $0
JOE JOSEPH VP ACADEMIC RELATIONS 5.00
Officer
$0 $0 $0
KATIE KLEIN VP EVENTS AND CONFERENCES 5.00
Officer
$0 $0 $0
TANYA BERTRAND EXECUTIVE DIRECTOR 20.00
Officer
$0 $0 $0
ASHLEY RYAN DISTRICT REPRESENTATIVE 5.00
Officer
$0 $0 $0
JOE STRANDE VP PROGRAMS 5.00
Officer
$0 $0 $0
CHRISSY SCHUMANN VP MEMBERSHIP AND CERTIFIC 5.00
Officer
$0 $0 $0
JENNA NIEDZ VICE PRESIDENT 5.00
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 No data No data No data No data
2024 $144,406 $156,658 $271,979 $-12,252
2023 $143,376 $163,207 $267,569 $-19,831
2022 $157,518 $158,415 $284,074 $-897
2021 $130,942 $120,861 $295,506 $10,081
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