Greater Nicollet Area Community Foundation (EIN 611695968) - 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

2012

Legal Domicile

Phone

6122104643

Tax Period

2025-01-01 to 2025-12-31

Greater Nicollet Area Community Foundation, founded in 2012, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $62K in total revenue in fiscal year 2025. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $20K, a strong 32% operating margin.

Mission

Community Improvement

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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 (2025)

Revenue Breakdown

Contributions & Grants $20,376

Program Service Revenue $0

Investment Income $41,929

Other Revenue $0

TOTAL REVENUE $62,305

Expense Breakdown

Grants Paid $40,552

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,552

Other Expenses $2,031

TOTAL EXPENSES $42,583

Year-over-Year Comparison

	2025	2024	Change
Revenue	$62,305	$83,944	-0.3%
Expenses	$42,583	$98,291	-0.6%
Net Income	$19,722	$-14,347	-2.4%

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

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
Lynnita Schmidt	Director	3.00	Director	$0	$0	$0
Nick Thom	Director	3.00	Director	$0	$0	$0
Josh Oldenborg	Director	3.00	Director	$0	$0	$0
Cathy Potter	Director	3.00	Director	$0	$0	$0
Adam Erickson	Director	3.00	Director	$0	$0	$0
Susan Keithahan	President	9.00	Officer	$0	$0	$0
Becky Wagner	Secretary	3.00	Officer	$0	$0	$0
Janet Renne	Treasurer	9.00	Officer	$0	$0	$0
Bonnie Barrer	Vice President	9.00	Officer	$0	$0	$0
Chuck Peters	Treasurer	9.00		$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	$62,305	$42,583	$792,297	$19,722
2024	$83,944	$98,291	$714,754	$-14,347
2023	$53,534	$22,519	$677,585	$31,015
2022	$52,049	$18,311	$572,537	$33,738
2021	$35,182	$25,534	$639,514	$9,648
2020	$41,969	$27,835	$546,198	$14,134

Greater Nicollet Area Community Foundation