OAKLEAF ENDOWMENT TRUST FOR THE SAINT PAUL CHAMBER ORCHESTRA

EIN: 416429380 501(c)(3)

MINNEAPOLIS, MN

Total Revenue
$385,366
Total Expenses
$209,438
Total Assets
N/A
Net Assets
N/A
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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
MN
Principal Officer
A JOHN HUSS JR
Phone
6123397151
Tax Period
2018-01-01 to 2018-12-31

OAKLEAF ENDOWMENT TRUST FOR THE SAINT PAUL CHAMBER ORCHESTRA, founded in 1997, is a small nonprofit that reported $385K in total revenue in fiscal year 2018. Revenue surged 165% from the prior year, signaling strong growth momentum. The organization ran a surplus of $176K, a strong 46% operating margin.

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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $385,366
Other Revenue $0
TOTAL REVENUE $385,366

Expense Breakdown

Grants Paid $170,714
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $170,714
Other Expenses $38,724
TOTAL EXPENSES $209,438

Year-over-Year Comparison

2018 2017 Change
Revenue $385,366 $145,420 +1.7%
Expenses $209,438 $235,853 -0.1%
Net Income $175,928 $-90,433 -2.9%
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
5
Independent Members
5
Employees
N/A
Volunteers
5

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
0
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSEPH M BARSKY TRUSTEE 1.00
Director
$0 $0 $0
A JOHN HUSS JR TRUSTEE 1.00
Director
$0 $0 $0
DIANE THORMODSGARD TRUSTEE 1.00
Director
$0 $0 $0
DOBSON WEST TRUSTEE 1.00
Director
$0 $0 $0
D WILLIAM KAUFMAN TRUSTEE 1.00
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
2018 $385,366 $209,438 No data $175,928
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