Upper Midwest Branch of the International Dyslexia Association

EIN: 510223967 501(c)(3)

Minneapolis, MN

Total Revenue
$7,146
Total Expenses
$35,148
Total Assets
$54,129
Net Assets
$54,129
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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
1969
Legal Domicile
MN
Principal Officer
Mona C Dougherty
Phone
6122470289
Tax Period
2025-01-01 to 2025-12-31

Upper Midwest Branch of the International Dyslexia Association, founded in 1969, is a micro nonprofit that reported $7K in total revenue in fiscal year 2025. Expenses of $35K exceeded revenue, resulting in a 392% operating deficit.

Mission

To advance the study, treatment & prevention of dyslexia and related language-based learning disabilities.

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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 (2025)

Revenue Breakdown

Contributions & Grants $5,336
Program Service Revenue $102
Investment Income $1,708
Other Revenue $0
TOTAL REVENUE $7,146

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $24,926
Other Expenses $35,148
TOTAL EXPENSES $35,148

Year-over-Year Comparison

2025 2024 Change
Revenue $7,146 $-4,955 -2.4%
Expenses $35,148 $17,910 +1.0%
Net Income $-28,002 $-22,865 +0.2%
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
18
Independent Members
18
Employees
N/A
Volunteers
35

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
4
$0
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kelly Gorman President 5.00
Officer Director
$0 $0 $0
Lisa Silmser Vice President, Pres. Elect 5.00
Officer Director
$0 $0 $0
Mona Dougherty Treasurer 5.00
Officer Director
$0 $0 $0
George Logan Secretary 5.00
Officer Director
$0 $0 $0
Jennifer Trost Board Member 5.00
Director
$0 $0 $0
Jane Conlin Board Member 5.00
Director
$0 $0 $0
Ross Baker Board Member 5.00
Director
$0 $0 $0
Nicole Blegen Board Member 5.00
Director
$0 $0 $0
Maclaren Michalski Board Member 5.00
Director
$0 $0 $0
Alanna Bezdichek Board Member 5.00
Director
$0 $0 $0
Sheila Mulder Board Member 5.00
Director
$0 $0 $0
Katie Anderson Board Member 5.00
Director
$0 $0 $0
Candice McCarty Board Member 5.00
Director
$0 $0 $0
Kelly Turner Exec. Board Member at Large 5.00
Director
$0 $0 $0
Laurel Jennings-Johnson Board Member 5.00
Director
$0 $0 $0
Katie DeVries Board Member 5.00
Director
$0 $0 $0
Karen Rassmussen Board Member 5.00
Director
$0 $0 $0
Katie Johnson Board Member 5.00
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
2025 $7,146 $35,148 $54,129 $-28,002
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