OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA ORCHESTRA (EIN 416429379) - 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

1997

Legal Domicile

Principal Officer

MARY SUMNERS

Phone

6123397151

Tax Period

2023-01-01 to 2023-12-31

OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA ORCHESTRA, founded in 1997, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.4M in total revenue in fiscal year 2023. Revenue fell 81% from the prior year — a significant decline worth monitoring. Expenses of $6.7M exceeded revenue, resulting in a 25% operating deficit.

Mission

SEE PART III, LINE 1

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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 $8,510

Program Service Revenue $0

Investment Income $5,355,951

Other Revenue $0

TOTAL REVENUE $5,364,461

Expense Breakdown

Grants Paid $4,864,129

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,864,129

Other Expenses $1,865,192

TOTAL EXPENSES $6,729,321

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,364,461	$28,306,166	-0.8%
Expenses	$6,729,321	$6,273,445	+0.1%
Net Income	$-1,364,860	$22,032,721	-1.1%

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
MARY SUMNERS	TRUSTEE	0.50	Director	$0	$0	$0
VANCE OPPERMAN	TRUSTEE	0.50	Director	$0	$0	$0
MARILYN NELSON	TRUSTEE	0.50	Director	$0	$0	$0
RT RYBAK	TRUSTEE	0.50	Director	$0	$0	$0
JOHN LINDAHL	TRUSTEE	0.50	Director	$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
2024	No data	No data	No data	No data
2023	$5,364,461	$6,729,321	$101,410,708	$-1,364,860
2022	$28,306,166	$6,273,445	$102,788,054	$22,032,721
2021	$10,271,429	$5,564,915	$81,273,856	$4,706,514
2020	$6,743,065	$5,659,739	$76,576,091	$1,083,326
2019	$6,457,829	$5,748,170	$75,491,020	$709,659
2018	$4,557,581	$5,783,545	$74,745,425	$-1,225,964

OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA ORCHESTRA