MINNESOTA CHAPTER OF THE AMERICAN PLANNING ASSOCIATION

EIN: 521296686 501(c)(3)

Minneapolis, MN

Total Revenue
$204,959
Total Expenses
$165,747
Total Assets
$223,038
Net Assets
$213,550
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
MN
Principal Officer
PeggySue Imihy Bean
Phone
6122703857
Tax Period
2023-01-01 to 2023-12-31

MINNESOTA CHAPTER OF THE AMERICAN PLANNING ASSOCIATION, founded in 2009, is a small nonprofit that reported $205K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 19% operating margin.

Mission

Education and professional development using a 3-day, state-wide conference for professional and citizen planners, with speeches, workshops, and networking opportunities. The organization also publishes a newsletter for members' professional development and organizing with examples of community planning issues.

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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 $182,715
Program Service Revenue $22,200
Investment Income $44
Other Revenue $0
TOTAL REVENUE $204,959

Expense Breakdown

Grants Paid $1,000
Salaries & Benefits $51,387
Fundraising Expenses $0
Program Expenses $156,921
Other Expenses $113,360
TOTAL EXPENSES $165,747

Year-over-Year Comparison

2023 2022 Change
Revenue $204,959 $168,964 +0.2%
Expenses $165,747 $169,385 0.0%
Net Income $39,212 $-421 -94.1%
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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Governance

Voting Members
36
Independent Members
36
Employees
1
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
36
$0
Key Employees
1
$47,250
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Andrea Jauli Executive Director 20
Key Emp
$47,250 $0 $47,250
PeggySue Imihy Bean President 5
Officer Director
$0 $0 $0
Michael Palermo Vice President 5
Officer Director
$0 $0 $0
Emily Goellner Secretary 5
Officer Director
$0 $0 $0
Chloe McGuire Brigl Treasurer 5
Officer Director
$0 $0 $0
Charles Androsky Director 2
Director
$0 $0 $0
Corrin Bemis Director 2
Director
$0 $0 $0
Patrick Boylan Director 2
Director
$0 $0 $0
Aidan Breen Director 2
Director
$0 $0 $0
Peter Brown Director 2
Director
$0 $0 $0
Leila Bunge Director 2
Director
$0 $0 $0
Christopher Corbett Director 2
Director
$0 $0 $0
Dakota Crowell Director 2
Director
$0 $0 $0
Barbara Dacy Director 2
Director
$0 $0 $0
Harry Davis Director 2
Director
$0 $0 $0
Micah Davison Director 2
Director
$0 $0 $0
Alexandra de Alcuaz Director 2
Director
$0 $0 $0
Elise Durbin Director 2
Director
$0 $0 $0
Kendra Ellner Director 2
Director
$0 $0 $0
Elena Fransen Director 2
Director
$0 $0 $0
Adam Fulton Director 2
Director
$0 $0 $0
Sylvie Guezeon Director 2
Director
$0 $0 $0
Jared Johnson Director 2
Director
$0 $0 $0
Lori Johnson Director 2
Director
$0 $0 $0
Michelle Lincoln Director 2
Director
$0 $0 $0
Haila Maze Director 2
Director
$0 $0 $0
Brian McCann Director 2
Director
$0 $0 $0
Sam McKinney Director 2
Director
$0 $0 $0
Elliot Mohler Director 2
Director
$0 $0 $0
Revee Needham Director 2
Director
$0 $0 $0
Anna Pierce Director 2
Director
$0 $0 $0
Lillian Prybil Director 2
Director
$0 $0 $0
Maame Quarcoo Director 2
Director
$0 $0 $0
Alex Schieferdecker Director 2
Director
$0 $0 $0
Luke Sims Director 2
Director
$0 $0 $0
CJ Sycks Director 2
Director
$0 $0 $0
Mike Thompson Director 2
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
2023 $204,959 $165,747 $223,038 $39,212
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